Schneider Electric Editor User Guide
Below you will find brief information for EcoStruxure XR Operator Advisor. This guide explains how to use EcoStruxure XR Operator Advisor, covering aspects of site configuration, data source management, and object creation. Learn how to create and manage sites, data sources, templates and 3D objects, navigate, and use triggers to show messages and object visibility.
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EcoStruxure™ XR
Operator Advisor
Editor guide
Date: Tuesday, January 31, 2023
Prepared by Schneider Electric Services
Scope: Workforce Empowerment Services
www.se.com/services
SERED21079EN EcoStruxure™ XR Operator Advisor
Safety Information
Important Information
Read these instructions carefully and look at the equipment to become familiar with the device before trying to install, operate, service, or maintain it. The following special messages may appear throughout this documentation or on the equipment to warn of potential hazards or to call attention to information that clarifies or simplifies a procedure.
The addition of this symbol to a “Danger” or “Warning” safety label indicates that an electrical hazard exists which will result in personal injury if the instructions are not followed.
This is the safety alert symbol. It is used to alert you to potential personal injury hazards. Obey all safety messages that follow this symbol to avoid possible injury or death.
Please Note
Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material.
A qualified person is one who has skills and knowledge related to the construction and operation of electrical equipment and its installation and has received safety training to recognize and avoid the hazards involved.
SERED21079EN EcoStruxure™ XR Operator Advisor
About the Book
Document Scope
This document describes how to use the EcoStruxure TM XR Operator Advisor.
It is recommended that you undertake an EcoStruxure TM XR Operator Advisor training course before using the product.
Read the EcoStruxureTM XR Operator Advisor Quick Start Guide (see EcoStruxure XR Operator Advisor,
Quick Start Guide) for an overview of the product before using the EcoStruxure XR Operator Advisor
Application.
WARNING
1. Monitoring paths may include communication links. Consideration must be given to the implications of unanticipated transmission delays or failures of the link.
2. EcoStruxure TM XR Operator Advisor must not be used as a primary means of monitoring critical functions or as a documentation repository.
3. Each EcoStruxure TM XR Operator Advisor implementation must be individually and thoroughly tested for proper operation before being placed into service.
4. Allow only authorized personnel with expertise in the design and operation of electrical systems to program, install, alter, and apply this product.
5. We strongly recommend uploading the application on the mobile device, to avoid losing the application in case of Server shutdown. Note that Data Live will no longer appear in off-line mode.
6. Follow local and national safety codes and regulations standards to perform any electrical work.
7. Ensure to use the right category level of Personal Protective Equipment, according to local and national regulations.
8. When performing an electrical work, we recommend having other person consulting the application.
9. Using EcoStruxure TM XR Operator Advisor must be done with Safety gloves, thanks to the Apple pencil, when the electric work requires wearing them.
10. The application must be audited and compared to the real installation on a regular basis. If any discrepancy is noted, stop using it until correction will be done in the application.
11. Before launching a procedure, ensure that your device battery is sufficiently charged to complete the operation.
12. Ensure that the information to be displayed to the operator is adapted to the size of the display device, especially for smartphones.
Failure to follow these instructions can result in death, serious injury, or equipment damage.
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CAUTION
1. Use physical tag for product identification in situations where similar equipment and/or environments could result in false scene detection.
2. Attach physical tags firmly to the equipment with sufficient protection against damage or deterioration of the tag.
3. EcoStruxure TM XR Operator Advisor is designed for teaching and training purpose. It is NOT a substitute for hands-on training for the installation, use or maintenance of Schneider Electric equipment.
4. Although reasonable care has been taken to provide accurate and authoritative information, contents provided cannot be considered as contractual.
5. Schneider Electric assumes no responsibility for any consequences arising out of the use of
EcoStruxure TM XR Operator Advisor.
6. Before using the equipment (mobile devices, Headset), you MUST read carefully Health & Safety
Warnings from Original Equipment Manufacturer.
7. Operation, maintenance and safety procedures experienced in EcoStruxure TM XR Operator Advisor
CANNOT be considered as a substitute for local and national safety standards.
8. Schneider Electric cautions you that electrical equipment should be installed, serviced or maintained
ONLY by qualified electrical maintenance personnel. Remember that all sources of electrical power must be disconnected prior to visual inspection, tests, maintenance or installation of any electrical equipment.
Failure to follow these instructions can result in injury or equipment damage.
UNAUTHORIZED OPERATOR ACCESS
• Keep usernames and passwords secret.
NOTICE
• Protect tablet and runtime device access with a password or other security mechanism.
• Do not share access with others.
• Change default passwords upon first connection.
• Regularly update passwords.
• Apply relevant local IT rules.
• Do not save confidential information in post-its or notebooks.
• Do not attach confidential or sensitive user documents in projects.
Failure to follow these instructions can result in equipment damage.
SERED21079EN EcoStruxure™ XR Operator Advisor
Contents
0.0 Prerequisites – Installation – Server, etc. ............................................................... 10
1.0
Login page ................................................................................................................. 10
1.1 Select a server .............................................................................................................................. 10
1.2 Manage a server ........................................................................................................................... 10
1.2.1
Create a server .......................................................................................................................... 11
1.2.2
Modify or Delete a server ........................................................................................................... 11
1.3 Username and password .............................................................................................................. 12
1.4 Username and password creation & modification ........................................................................ 12
1.5 Login ............................................................................................................................................. 13
1.6 Work offline ................................................................................................................................... 13
2.0 Menu 1 – Site level .................................................................................................... 14
2.1 Sites .............................................................................................................................................. 14
2.1.1 Manage a site............................................................................................................................. 15
2.1.1.1 Rename a site ......................................................................................................................... 16
2.1.1.2 Delete a site ............................................................................................................................ 16
2.1.2 Create a new site ....................................................................................................................... 16
2.2 Data sources ................................................................................................................................. 17
2.2.1
Manage a new data source ........................................................................................................ 17
2.2.2
Create a new data source .......................................................................................................... 18
2.3 Templates ..................................................................................................................................... 19
2.3.1 Manage a folder ......................................................................................................................... 19
2.3.2 Manage a template .................................................................................................................... 20
2.4 3D Objects .................................................................................................................................... 22
2.4.1 Manage a folder ......................................................................................................................... 22
2.4.2 Manage a 3D object ................................................................................................................... 23
3.0 Menu 2 – Room level ................................................................................................. 24
3.1 Manage a room ............................................................................................................................. 24
3.1.1 Rename a room ......................................................................................................................... 25
3.1.2 Delete a room............................................................................................................................. 25
3.1.3 Export a room............................................................................................................................. 25
3.1.4 Download a room ....................................................................................................................... 26
3.1.5 Manage tracked images ............................................................................................................. 26
3.2 Create a new room ....................................................................................................................... 28
3.2.1 Create a room ............................................................................................................................ 28
3.2.2 Import a room ............................................................................................................................. 28
4.0 Navigate in the room ................................................................................................. 29
4.1 Navigate with the mouse ............................................................................................................... 29
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4.1.1 Mode forward and backward ...................................................................................................... 29
4.1.2 Move up, down, right and left ..................................................................................................... 29
4.1.3 Rotate the vision ........................................................................................................................ 29
4.1.4 Teleport ...................................................................................................................................... 29
4.2 Navigate with the keyboard ........................................................................................................... 29
5.0
Menu bar .................................................................................................................... 30
5.1 Edit Scene ..................................................................................................................................... 30
5.2 Viewer mode ................................................................................................................................. 31
5.2.1 Add note ..................................................................................................................................... 31
5.2.2 Toolbox ...................................................................................................................................... 32
5.3 Edition mode ................................................................................................................................. 32
5.3.1 Edition mode – no object selected ............................................................................................. 32
5.3.1.1 Object templates ..................................................................................................................... 33
5.3.1.2 Import 3D objects .................................................................................................................... 34
5.3.1.3 Create object ........................................................................................................................... 34
5.3.2 Edition mode – object selected .................................................................................................. 35
6.0 Import documents ..................................................................................................... 36
6.1 Folders .......................................................................................................................................... 36
6.1.1 Manage folders .......................................................................................................................... 36
6.1.2 Create a folder ........................................................................................................................... 36
6.2 Import a document in a folder ....................................................................................................... 37
6.3 Manage documents ...................................................................................................................... 37
7.0 Textured cube ........................................................................................................... 38
7.1 Create a cube with dimensions ..................................................................................................... 38
7.2 Place the cubicle ........................................................................................................................... 38
7.3 Modify a cube ................................................................................................................................ 38
7.3.1 Add a texture to a cube .............................................................................................................. 39
8.0 Move/edit/delete an object ....................................................................................... 40
8.1 Move an object .............................................................................................................................. 40
8.1.1 Translate an object .................................................................................................................... 40
8.1.2 Rotate an object ......................................................................................................................... 40
8.1.3 Scale an object........................................................................................................................... 40
8.1.4 Project an object ........................................................................................................................ 40
8.2 Edit an object ................................................................................................................................ 44
8.3 Delete an object ............................................................................................................................ 44
9.0 Hierarchy ................................................................................................................... 45
9.1 Assign parent ................................................................................................................................ 45
9.2 Reset parent .................................................................................................................................. 46
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9.3 Reset children ............................................................................................................................... 46
10.0 Create a sheet file ................................................................................................... 47
10.1 Create a sheet file ....................................................................................................................... 47
10.2 Place the sheet file ...................................................................................................................... 47
11.0 Variables .................................................................................................................. 48
11.1 Data source creation ................................................................................................................... 48
11.2 OTE variables ............................................................................................................................. 48
11.3 CPM variables ............................................................................................................................. 48
11.4 Node-RED variables ................................................................................................................... 50
11.4.1 Create a device ........................................................................................................................ 51
11.4.2 Create a variable ...................................................................................................................... 51
12.0 Point of Interest (POI) ............................................................................................. 52
12.1 Create a POI ............................................................................................................................... 52
12.1.1 Parameters of the POI ............................................................................................................. 52
12.2 Place the POI .............................................................................................................................. 53
12.3 Information of the POI ................................................................................................................. 53
12.3.1 Title .......................................................................................................................................... 53
12.3.2 Default ...................................................................................................................................... 54
12.3.3 Variable .................................................................................................................................... 55
12.4 Modify a POI ............................................................................................................................... 56
12.4.1 Target position ......................................................................................................................... 56
12.4.2 Information position .................................................................................................................. 56
13.0 Ground zones .......................................................................................................... 57
13.1 Create a ground zone ................................................................................................................. 57
13.2 Place the ground zone ................................................................................................................ 57
13.3 Modify a ground zone ................................................................................................................. 58
14.0 Triggers ................................................................................................................... 59
14.1 Create a trigger ........................................................................................................................... 59
14.2 Condition ..................................................................................................................................... 59
14.2.1 Operator type: Events .............................................................................................................. 60
14.2.2 Operator type: Values .............................................................................................................. 61
14.2.3 Operator type: Boolean operation ............................................................................................ 61
14.2.4 Operator type: Comparison ...................................................................................................... 62
14.3 Create an action .......................................................................................................................... 62
14.3.1 Action type: Display message .................................................................................................. 63
14.3.2 Action type: Toggle object visibility .......................................................................................... 63
14.3.3 Action type: Force object visibility ............................................................................................ 64
14.3.4 Action type: Go to procedure ................................................................................................... 65
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14.3.5 Action type: Set step procedure ............................................................................................... 65
14.3.6 Action type: Guider .................................................................................................................. 66
14.3.7 Action type: Open document.................................................................................................... 66
14.3.8 Action type: Edit state .............................................................................................................. 67
14.3.9 Action type: Change color ........................................................................................................ 68
14.3.10 Action type: Force animation ................................................................................................. 68
14.3.11 Action type: Toggle animation ............................................................................................... 69
15.0 Procedures .............................................................................................................. 70
15.1 Create a procedure ..................................................................................................................... 70
15.2 Position the steps ........................................................................................................................ 72
15.3 Step content ................................................................................................................................ 72
15.3.1 Linked objects .......................................................................................................................... 73
15.3.1.1 Global linked objects ............................................................................................................. 73
15.3.1.2 Step linked objects ................................................................................................................ 75
15.3.2 Choices – number of outputs ................................................................................................... 76
15.3.3 Triggers .................................................................................................................................... 76
16.0 Animations .............................................................................................................. 77
16.1 Create a state.............................................................................................................................. 77
16.2 Create an animation .................................................................................................................... 78
16.2.1 Keyframes ................................................................................................................................ 79
17.0 Use tracked images ................................................................................................ 80
17.1 Create a new tracked image ....................................................................................................... 80
17.2 Position tracked images in the room ........................................................................................... 81
Glossary .......................................................................................................................... 82
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0.0 Prerequisites – Installation – Server
To install successfully all the components of EcoStruxure XR Operator Advisor, according to your architecture, please refer to the Installation Guide from Schneider Electric.
1.0 Login page
After launching the Desktop application on a PC, the login page opens. This is where the server is selected, and the username/password are entered.
Username and Password
Selection of the server
Modification/Creation of servers
Quit the application
1.1 Select a server
Click on --- Select your server --- to select the server you want to connect to in the list. The last choice will be kept when re-entering the application.
1.2 Manage a server
Click on the pen on the right of the selection list to modify or create a server.
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On the server list that appears, you can modify each server configuration, delete a server from the list or add a new server.
1.2.1 Create a server
To create a server, click on the + button at the bottom of the window
1
2
3
4
5
1. For Label , enter the name you want to give to the server (e.g.,
Extended Reality server, customer name, site location.)
2. For Address , enter the IP address of the machine on which the server is running
3. For Port , there are default values. If they are configured otherwise, write the new values.
Else, use the default value:
8174 for HTTPS
4. For Root API , let it blank if not otherwise advised by
Schneider Electric
5. For Secure , select Yes
6. Click on Validate
6
1.2.2 Modify or Delete a server
To modify a server, click on the server’s name. Then change the fields you need to change and validate.
To delete a server, click on the server’s name. Then click on Delete.
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1.3 Username and password
Usernames and password are provided by your EcoStruxure™ XR Operator Advisor administrator.
1.4 Username and password creation & modification
Usernames and passwords are created & modified by your EcoStruxure™ XR Operator Advisor administrator.
Login by default of the administrator is admin .
Password by default of the administrator is given by Schneider Electric.
Password of the administrator must be changed at the first launch of the application.
Administrator can create new users and change user’s login & password.
To create a new user:
1. Launch the server application;
2. Open a web browser page;
3. Enter IP address of the server with application port number (example: 127.0.0.1:8174);
4. Login as administrator (login by default = admin, password by default provided by
Schneider Electric);
5. Add a new user, define new login & password.
Password must have a minimum of 8 characters, with at least one lower case letter, one upper case letter and one digit number.
To change username or password:
1. Launch the server application;
2. Open a web browser page;
3. Enter IP address of the server with application port number (example: 127.0.0.1:8174);
4. Login as administrator (login by default = admin, password by default provided by
Schneider Electric);
5. Edit the user and change login and/or password.
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If a user forgets their password, the password must be changed by an administrator (See the
Login or Password change just above).
1.5 Login
Once the server is chosen, and the username/password are selected, click on Login to connect to the server. Everything done on the server is automatically saved, and any user connected to the same server will be able to see the modifications.
1.6 Work offline
By clicking on Work offline , you can enter the software in offline mode. The offline mode is used to work without connection to a remote server. It allows access to the room, as long as it was previously downloaded to the device. Access to live data and other remote servers (for documents, websites) is not possible in offline mode.
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2.0 Menu 1 – Site level
To exit the menu and go back to the login page, click on the arrow on the Top left corner.
You have access to the management of Sites, Data sources, Templates, and 3D objects, each in their own tab.
Exit the menu and go back to the login page
Options of the software
2.1 Sites
Here are listed all the Sites. You can click on a site to enter it. It will send you at the Room level
[Go to 3.0 Menu 2 – Room level ].
For each site, you have the information about the date of creation and the date of last modification.
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Click on a site to enter it
Create a new site
2.1.1 Manage a site
To manage a site, click on the three dots at the end of the Site name line.
Manage a site
There is the possibility to Rename or Delete a site.
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2.1.1.1 Rename a site
1. In the field Label, change the name of the site
2. Click on Save
2.1.1.2 Delete a site
1. [ IMPORTANT : A deletion cannot be undone!]
2. Click on Yes if you are sure
3. The site is deleted as well as all the rooms within it
2.1.2 Create a new site
To create a new site, click on the + New site at the bottom. It will then display the content of the picture below.
Once the new name is entered, Validate the creation of the site with the arrow or Cancel it with the cross.
Cancel the creation of the site
Enter here the site name
Validate the creation of the site
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2.2 Data sources
Here are listed all the Data sources. You can see details about each Data source by clicking on it.
Click on a Data source to manage it
Create a new data source
2.2.1 Manage a new data source
- To Edit a Data source : o Click on the Data source; o Change the necessary fields; o Click on Save.
- To Delete a Data source : o Click on the Data source; o Click on Delete; o Confirm the Data source deletion by clicking Yes [ IMPORTANT : This action cannot be undone] .
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2.2.2 Create a new data source
To create a new data source, click on + New data source at the bottom.
1. For Label, enter the name you want to give to the data source (e.g. Node-RED, OPC UA, etc.)
2. For Data source type, select:
- OTE (for Operator Terminal Expert);
- CPM (for CPMA Critical Power Monitoring Appliances);
- Node-RED : Node-RED is the link between data sources (like OPC servers, Modbus, etc.) and the EcoStruxure XR Operator Advisor application.
3. For Data source IP, enter the IP address of the machine on which the data source is.
4. For Data source port, enter the port number of the data source. For NodeRed, the standard port number is 1880 .
5. For Secure, select:
- Yes if the data source is communicating in HTTPS (CPM for example)
- No if the data source is communicating in HTTP (Node-RED for example)
6. Click on Save
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2.3 Templates
Here are listed all the Templates. Templates are equipment or objects that can be shared between the different rooms on the server.
Click on a folder to display the list of templates inside it
Click on the pen to modify the folder
Create a new template folder
Click on a template to modify it
Create a new template
2.3.1 Manage a folder
- To Create a Folder : o Click on + New template folder on the bottom o In Label , enter the name of the folder; o Click on Save.
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- To Edit a Folder : o Click on the pen next to the folder; o Change the name of the folder in Label; o Click on Save.
- To Delete a Folder : o Click on Delete; o Confirm the folder deletion by clicking Yes [ IMPORTANT : This action cannot be undone and will delete all the templates inside the folder] .
2.3.2 Manage a template
- To Create a Template : o Click on + New template on the bottom o It will open a small room, very similar to the normal room format o In Label , enter the name of the template o Select the Folder you want the template in, in the list o Click on Save
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It will display the room with this menu bar on the right:
Exit configuration will exit the template creation/modification.
Remove template will delete the template. [ IMPORTANT : This action cannot be undone]
Edit template data will allow you to change the name of the template.
Edit scene will enter in Edition mode [See more details in 5.1 Edit
Scene ].
The configuration of the template works in a similar way than the configuration in a classic room.
The only difference between the Menu bar in Edition room in the Template view and the normal view is the existence of this item:
It will enable you to choose the main object of the template. This will be the object you manipulate when loading a template inside a room.
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2.4 3D Objects
Click on the pen to modify the folder
Click on a folder to display the list of 3D models inside it
Create a new template folder
Click on a template to modify it or on the bin to delete it
Create a new template
For now, 3D objects can only be imported by Schneider Electric.
2.4.1 Manage a folder
- To Create a Folder : o Click on + New template folder on the bottom; o In Label , enter the name of the folder;
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o Click on Save.
- To Edit a Folder : o Click on the pen next to the folder; o Change the name of the folder in Label; o Click on Save.
- To Delete a Folder : o Click on Delete; o Confirm the folder deletion by clicking Yes [ IMPORTANT : This action cannot be undone and will delete all the templates inside the folder] .
2.4.2 Manage a 3D object
- To Create a Template : o Click on + New template on the bottom; o In Label , enter the name of the 3D object; o Select the Folder you want the template in, in the list; o Select your File by clicking on file selection. The 3D objects type supported are .obj and
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.fbx; o Click on Save.
3.0 Menu 2 – Room level
Here are listed all the Rooms. You can click on a room to enter it. [Go to 4.0 Navigate in the room ].
For each room, you have the information about the date of creation and the date of last modification.
Click on a room to enter it Manage a room
Create a new room
3.1 Manage a room
To manage a room, click on the three dots at the end of the Room name line.
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There is the possibility to Rename, Delete, Export or Download a site, as well as the management of Tracked images.
3.1.1 Rename a room
1. In the field Label , change the name of the room
2. Click on Save
3.1.2 Delete a room
1. [ IMPORTANT : A deletion cannot be undone!]
2. Click on Yes if you are sure
3. The room is deleted
3.1.3 Export a room
Export a room enables you to:
- Keep a back-up of the room;
- Import the room in another site;
- Import the room in another server.
1. For the box Export with 3D object models included:
- Tick it if you know that you will import it on a server where the 3D models are not available
- Do not tick it if the models used in the room are already available where you will import it
2. Click on Export
After clicking on Export, it will open the file explorer for you to select where to save the room and how to call it. It will save it as a ZIP file. Click on Save after selecting the place and the name.
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3.1.4 Download a room
Download a room will make it available in Offline mode.
1. Select the site where you want to download the room. If no sites are available, click on the + button to create a site first (Enter le label then click on Save)
Once it’s done, the room will be available in Offline mode.
3.1.5 Manage tracked images
The tracked images are used to manage the right positioning of the assets when using the
Augmented Reality devices. To know how to use them, [Go to 17.0 Use tracked images ]
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1. Here are listed all the Tracked images for the room. The default images are available for all rooms.
2. To add a tracked image specifically for the room, click on + Add item
1. For Label , enter the name of the tracked image. If this is not entered, it will take automatically the name of the image selected.
2. Width defines the size of the tracked image in millimeters. For it to work, the tracked image should have the same size here and when using it in the real room [see more in 15.0 Use tracked images ]
3. Scale is to scale up the dimensions. By default, it’s at 1.
4. Image is to select your image (.png or .jpg) in your file explorer. After selecting it, a preview of the file will appear just below.
5. Tick the box if it’s a QR code, then enter the
Data contained into the QR code
6. Click on Save
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3.2 Create a new room
To create a new room, click on the + New room at the bottom. It will then display the content of the picture below.
It is possible to create a new room or to Import a room (a zip file of a room exported).
3.2.1 Create a room
To create a room, enter in Label the name of the room, then click on Create.
3.2.2 Import a room
It is possible to create a new room or to Import a room (a zip file of a room exported).
For that, click on the Import tab, then select the zip file in the file explorer (DO NOT UNZIP IT), then click on Import.
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4.0 Navigate in the room
After entering a room, a user can navigate in the room either with the mouse or with the keyboard.
To exit the room, click on the top right (Exit the configuration).
4.1 Navigate with the mouse
To navigate in the room with the mouse, there is several possibilities:
4.1.1 Mode forward and backward
By scrolling the wheel, you can move forward and backward [not possible to go beyond the walls].
4.1.2 Move up, down, right, and left
While having the wheel pressed, moving the mouse:
- Forward will translate you up [not possible to go higher than a certain limit];
- Backward will translate you down [not possible to go below the floor level];
- Left will translate you left [not possible to go beyond the walls];
- Right will translate you right [not possible to go beyond the walls].
4.1.3 Rotate the vision
While having the right click pressed, move the mouse, to rotate, and change the angle of vision.
4.1.4 Teleport
By having Ctrl + Left click pressed [Left click on the ground where you want to teleport], you can move the mouse to change the angle of vision.
Once you release the key and the mouse click, it will teleport you to this place looking at the angle selected just before.
4.2 Navigate with the keyboard
To navigate in the room with the keyboard, we can use the arrow keys as well as the page up/down keys.
To move forward and backward:
- The up arrow to move forward;
- The down arrow to move backward;
- The left arrow to move left;
- The right arrow to move right;
- The page up arrow to move up;
- The page down arrow to move down.
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5.0 Menu bar
The menu bar on the right provides the list of actions possible (launch procedures, create/move/delete an object, create note, etc.).
The menu bar on the right can be opened by clicking on this button in the bottom right corner.
When the menu bar is opened [IN EDIT MODE], we can hide it by clicking on this button in the bottom right corner.
You can unhide it by clicking again on the button in his other form.
To close entirely the menu bar, we can click on the cross button in the bottom right corner.
5.1 Edit Scene
The top button in the Menu bar, Edit Scene, is used to Enter in
Edition mode.
The Viewer mode is the mode by default. It enables you to play with the configuration. By clicking on Edit scene, you are able to modify the configuration, by creating, modifying, or deleting objects.
Everything listed below in the Editor guide, should be done while in Edition/Edit Mode.
Edition mode requires specific user rights. Contact your EcoStruxure™ XR Operator
Advisor administrator to obtain Edit rights.
When in Edition mode, the menu bar changes [Go to 5.4 Edition mode ].
To exit the Edition mode, and go back to Viewer mode, click on the cross at the bottom of the
Menu bar.
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5.2 Viewer mode
Create a note
Reset the origin
Display the list of variables
Display the list of procedures and launch a procedure [Go to 7.2 Launch a Procedure ]
Display the procedure reports [Go to 7.2.2 Procedure reports ]
Display the list of documents and open a document
Open the toolbox
Open/Close the menu
5.2.1 Add note
A note is an item that can be created by any user (even without edition rights) and seen by every user (from any device).
By clicking on Add note, the window below will appear:
1. In the field Label , create the name of the note (not mandatory)
2. Initial visibility can change the visibility in Viewer mode by default:
- Visible to see the note,
- Hidden to hide the note.
3. The Author is entered automatically as the user.
4. In Message , enter the message wanted, this will be what is visible afterwards.
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5.2.2 Toolbox
By clicking on the Toolbox button, this new button will appear:
The pointer can be used to point at a specific place in the configuration. The pointers are visible by every user inside the room (from any device).
Click on the Pointer, then [left] click wherever you want in the room to point at it. Click again on the Pointer button to remove the pointer.
When you are in pointer mode, you can’t click on an item (open a documentation for example).
To exit the Toolbox, click on the arrow just below the pointer:
5.3 Edition mode
In Edition mode, the Menu bar have two different appearances. The first one is when nothing is selected. The second one is when an object is selected.
5.3.1 Edition mode – no object selected
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Manage the templates. {Go to 2.3 Templates]
Import a 3D object
Create an object
[Go to 16.0 Use tracked images ]
[Go to 14.0 Triggers ]
[Go to 11.0 Variables ]
[Go to 15.0 Procedures ]
[Go to 6.0 Import documents ]
5.3.1.1 Object templates
When clicking on Object templates, you can manage the templates or Load a template already existing:
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To load a template, click on the Load arrow next to the name of the template. Then place the template in the room.
To add a folder, add a template or manage the templates, [see 2.3 Templates ]
5.3.1.2 Import 3D objects
When clicking on Import 3D objects, you can manage the 3D objects or Load a 3D object already existing:
To load a 3D object, click on the Load arrow next to the name of the 3D object. Then place the
3D object in the room.
To delete a 3D object, click on the Delete button (bin) next to the name of the 3D object
[ IMPORTANT : This action cannot be undone] .
To add a folder, add a 3D object or manage the 3D objects, [see 2.4 3D objects ]
5.3.1.3 Create object
When clicking on Create object, you have multiple possibilities of objects to create:
- Create a Textured Cube [Go to 7.0 Textured cube ];
- Create a Sheet file [Go to 10.0 Sheet file ];
- Create a POI (Point of Interest) [Go to 12.0 Point of Interest (POI) ];
- Create a Ground [Go to 13.0 Ground zone ].
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5.3.2 Edition mode – object selected
The Menu bar in this case displays all of the actions available for an object.
1. Select the object you want to do an action on;
2. Select the action in the Menu bar or use the shortcut on the keyboard if there is one;
3. Do all the related changes.
Is used to be able to see objects behind the selected objects. By quitting Edition mode and entering again, the object is visible again.
Create a template
CHANGES DEPENDING ON THE TYPE OF THE OBJECT
(Textured cube, POI, zone, etc.). Enables you to modify the object or its content. [Go to 8.2 Edit an object ]
[Go to 9.0 Hierarchy ]
[Go to 8.1.1 Translate an object ]
[Go to 8.1.2 Rotate an object ]
[Go to 8.1.3 Scale an object ]
[Go to 8.1.4 Translate an object ]
Duplicates an object. All the associated children will be duplicated.
[Go to 8.3 Delete an object ]
The creation of a template enables you to create a template by selecting the object you want. It will select also the children associated. Then click on Create template.
Place the object in the room, then continue the process of template creation with details in [see
2.3 Templates ].
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6.0 Import documents
You can import different type of documents:
- Document: [.pdf, .doc, .ppt, etc.];
- Image: [.jpg/ .jpeg, .png only];
- Web: [uRL from a web page];
- Audio;
- Video;
- 3D Object.
6.1 Folders
Every document needs to be stored inside a folder.
In Edit Mode, click on Documents:
6.1.1 Manage folders
By clicking on a folder (Here Textures), you can display the documents inside it (Here Face1 –
Switchboard1). To modify a folder, click on the pen name to the name of the folder.
You can modify the name of the folder or delete the folder. The deletion is permanent and includes the documents in it.
6.1.2 Create a folder
Click on Add folder. It will display the window below:
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1. In Label , enter the name of the folder
2. Click on Save
6.2 Import a document in a folder
Click on Add file. It will display the window below:
1. In Label , enter the name of the file. If nothing is entered, it will be filled automatically with the name of the file selected
2. In Folder , select the folder to put the document in
3. In file type, select the type of the document
(document, image, web, etc.). If you select an image after, the type will be adjusted to
Image automatically
4. In File , select the document using File selection.
5. Click on Save
6.3 Manage documents
When clicking on a file in the list, you can rename it, or delete it.
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7.0 Textured cube
7.1 Create a cube with dimensions
Click on Create object then select Textured cube. It will display the following window:
1. In the field Label , put the name of the cube.
2. Initial visibility can change the visibility in Viewer mode by default:
- Visible to see the cube,
- Hidden to hide the cube.
3. Color enables to give a color to the cubicle.
4. Keep aspect ratio can be used in a second time, when changing dimensions, to keep the ratio by changing only one dimension.
5. Width/Height/Depth are the dimensions of the asset (in millimeters).
6. Scale is to scale up the dimensions.
By default, it’s at 1.
7. AR visibility is for the visibility when on an AR device. It is mainly changed during commissioning.
8. Click on Save to create the cubicle.
7.2 Place the cubicle
After the selection of parameters, the cube appears in the room. You can move it around with the mouse or keyboard (no teleportation). Then, [left] click when the placement is good. The positioning can be fine-tuned after the creation [See 8.0 Move/edit/delete an object ].
7.3 Modify a cube
To modify a cube, click on the cube, then in the Menu bar, select Edit textured cube .
It will open the same menu than the creation with more parameters in the end:
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1. Textures is used to modify the Texture on the faces of the cube.
2. States and animations are used to create an animation
3. Save is to change any modification done
4. Delete is to delete the cube.
It is possible to change any field previously entered, then click on Save to save the changes.
7.3.1 Add a texture to a cube
Click on Edit under the category Textures.
1. Click on the + of a face to select the texture for this face
2. Select the texture in the list. To add a texture, [Go to 6.0 Import documents ].
3. One all the textures are selected, click on the Validate button at the bottom. To cancel, click on the cross button at the bottom. A face without a texture will just stay its original color.
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8.0 Move/edit/delete an object
To move or delete an object, you need to be in Edit mode. Then, [left] click on the object you want to move or delete.
8.1 Move an object
To move an object, you need to be in Edit mode. Then, [left] click on the object you want to move.
You can translate, rotate, scale or project an object.
There is the possibility to undo the last few movements. Click on Ctrl + Z on the keyboard to undo the last actions. You can use Ctrl + Z a few times in a row to undo further back.
[ IMPORTANT , this is only possible for the movement, the deletion is permanent] .
8.1.1 Translate an object
To translate an object, the object has to be selected, then click on Translate in the menu bar or T on the Keyboard. By clicking on one arrow (or the corresponding line), then moving the mouse, you can translate an object in all three directions.
8.1.2 Rotate an object
To rotate an object, the object has to be selected, then click on Rotate in the menu bar or R on the keyboard. By clicking on one line, then moving the mouse, you can rotate an object in all three directions.
8.1.3 Scale an object
To scale an object, the object has to be selected, then click on Scale in the menu bar or S on the keyboard. By clicking on one line, then moving the mouse, you can scale an object. It will scale up for all three dimensions, it is not possible to select only one dimension.
8.1.4 Project an object
To project an object, the object has to be selected, then click on Project in the menu bar or P on the keyboard. Then [left] click where you want to place the object.
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8.2 Edit an object
To edit an object, you need to be in Edit mode. Then, [left] click on the object you want to edit.
Depending on the type of object, the possibilities will not be the same.
For exanple for a textured cube.
When selecting an object, then clicking on Edit [type of object], you can modify the parameters of this object. Refer to the section of the object for more details about the parameters.
8.3 Delete an object
To delete an object, you need to be in Edit mode. Then, [left] click on the object you want to delete. In the Menu bar, click on Delete. A window will open, to confirm your choice
[ IMPORTANT : A deletion is permanent, be sure of your choice] .
1. [ IMPORTANT : A deletion cannot be undone!]
2. Click on Yes if you are sure;
3. The cube is deleted.
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9.0 Hierarchy
To group objects together, it is possible to set up some parent-child relationship. The children will always follow the parent.
Examples: Translate/Rotate/Scale a parent will affect the children as well.
But toggling/forcing visibility of a child will respectively toggle/force visibility of the parent.
Setting a hierarchy is used to assign an action to a group of objects (and so avoid repeating this action for each object).
An object can only have one parent, but an object can have multiple children.
When creating an object A, if you place it on an object B, then object A will be automatically child of object B. The object B will be highlighted in blue during the first positioning.
To modify the hierarchy of an object, click on the object then on Hierarchy in the Menu bar. It will open this new menu and highlight in colors the different relations.
- The object selected is highlighted in green (Here the POI);
- The parent of the object is highlighted in orange (Here the switchboard);
- The children of the object are highlighted in yellow (Here none).
9.1 Assign parent
When creating an object A, if you place it on an object B, then object A will be automatically child of object B.
By clicking on Assign parent, you can assign a parent to the object. Click on the object you want to assign as parent. It highlights your selection in blue.
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Validate or cancel the action with the buttons appearing at the bottom.
If the object already had a parent, it is canceled for the new parent.
9.2 Reset parent
By clicking on Reset parent, the object loses its parent. He will no longer have a parent to move with.
9.3 Reset children
By clicking on Reset children, the object loses all of its children. He will no longer be able to make the children move with it.
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10.0 Create a sheet file
Sheet files are used to display an image previously imported. To import an image, [See 6.0
Import documents ].
The sheet file will be positioned inside the configuration.
10.1 Create a sheet file
In the Menu bar, click on Create object then select Sheet file.
1. In the field Label , put the name of the sheet file. If none is entered, it will fill it with the name of the document selected.
2. Initial visibility can change the visibility in Viewer mode by default:
- Visible to see the File,
- Hidden to hide the File.
3. Color enables to give a color to the
File.
4. Width/Height are the dimensions of the File (in millimeters).
5. Scale is to scale up the dimensions.
By default, it’s at 1.
6. File selection by clicking on Select document will enable you to choose the file to display.
7. Click on Save to create the file.
10.2 Place the sheet file
After the selection of parameters, the file appears in the room. You can move it around with you using the mouse or keyboard (no teleportation). Then, [left] click when the placement is good.
The positioning can be fine-tuned after the creation [See 8.0 Move/edit/delete an object ].
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11.0 Variables
We can have variable coming from separate data sources. For now, 3 type of data sources are available:
- OTE (Operator Terminal Expert);
- CPM (Critical Power Monitoring Appliances);
- Node-RED : Node-RED is the link between data sources (like OPC servers, Modbus, etc.) and the EcoStruxure XR Operator Advisor application.
Once a variable is created, to place it inside the configuration, [Go to 12.2.2 Place the POI ].
11.1 Data source creation
The first step is to add the data source. All the data sources created are available for every configuration on a server. There are two ways to create a data source:
- Directly at the Menu 1 – site level: [See 2.2.2 Create a new data source ]
- Directly inside a configuration: o In Edit Mode, in the Menu bar, click on Variables o In the Window opened, click on the tab Data sources o Click on New data source o Fill the new window opened like in [ 2.2.2 Create a new data source ]
11.2 OTE variables
OTE variables can be added.
11.3 CPM variables
For each live data, we need to select the device and the variable. For Example:
We want to display the Current on phase A of the Breaker1:
- Device name: Breaker1
- Variable name: CurrentA
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- Click on Add device;
- Enter the Username and password for the CPMA data source;
- Click on login;
- Select the device in the list (the list can be on several pages);
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- Once it’s selected, click on Validate;
- Then click on Save;
- Click on Add variable;
- The label is optional. If not entered, it will take the name of the variable inside CPMA;
- Select the device in the list;
- Click on Select reference to select; The process is the same then for the devices.
11.4 Node-RED variables
For each live data, we need to define the device and the variable.
For example:
We want to display the Current on phase A of the Breaker1:
- Device name: Breaker1
- Variable name: CurrentA
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11.4.1 Create a device
Click on Add device. It will open this window:
1. In Data source , select the data source wanted.
2. In Reference , write the name of the device (e.g. Breaker1) This name will be used in Node-RED.
3. Click on Save.
11.4.2 Create a variable
Click on Add variable. It will open this window:
1. In Label , write the name that you want to use for the variable (it is a name
ONLY for XROA). It is preferable to put the same name than the Reference for coherence reasons.
2. In Device , select the Device wanted.
3. In Reference , write the name of the variable (e.g. CurrentA) This name will be used in Node-RED.
4. Click on Save.
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12.0 Point of Interest (POI)
The Point of Interests (POIs) are used to display information.
12.1 Create a POI
To create a POI, click on Create Object in the Menu bar, then select POI.
12.1.1 Parameters of the POI
The window below will appear:
1. For Label , enter the name of the POI.
2. Initial visibility can change the visibility in Viewer mode by default:
- Visible to see the POI,
- Hidden to hide the POI.
3. Keep opened at no will enable the possibility to keep the POI closed (only the circle visible) when not interacting with the POI
Keep opened at yes will always have the POI opened, thus displaying all the items.
4. Face user is to determine if the POI should stay static (No) or if its direction should change with the user’ movements, to always face him (Yes).
8. Color enables to give a color to the POI when it’s closed. The title will also have this color.
5. Icon allows you to select an icon that will be displayed inside the circle when the POI is closed.
6. Width determines the size of the POI.
7. Scale is to scale up the dimensions. By default, it’s at 1.
8. In Informations, multiple items can be added.
[Go to 12.3 Informations of the POI].
9. Click on Save
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12.2 Place the POI
After the selection of parameters, the POI appears in the room. You can move it around with the mouse or keyboard (no teleportation). Then, [left] click when the placement is good. The positioning can be fine-tuned after the creation [See 8.0 Move/edit/delete an object ].
12.3 Information of the POI
When clicking on the + in Informations, you can add an item in the POI.
There are 3 types of information, we can select the one we want:
- Title Only 1 title available per POI. The title is the same color than the POI, it is recommended to put it on top of the list if there are several items.
- Default Default item, with an appearance and potentially triggers associated.
- Variable Displays a variable.
12.3.1 Title
When clicking on the + in Information, you can add an item in the POI.
1. For Label , enter the text that you to display in this item
2. For Information type, [Go to 12.2
Informations of the POI ]
3. Click on Validate
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12.3.2 Default
1. For Label , enter the text that you to display in this item.
2. For Information type, [Go to 12.2 Informations of the POI ].
3. Icon allows you to select an icon that will be displayed next to the label.
4. Background color can set up a background color for the item. Transparency can also be set up with this.
5. Text color can set up a text color for the item.
Transparency can also be set up with this.
6. Text size will change the size of the text.
7. Text style includes Bold and Italic.
8. Text alignment can be chosen between Left.
9. Center and Right.
10. For Triggers , [Go to 14.0 Triggers ].
11. Click on Validate.
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12.3.3 Variable
1. For Label , enter the text that you to display in this item. For the value of a variable, enter {0}, it will then be replaced by the value in Viewer mode.
For ex. CurrentA = {0} A will be replaced as
CurrentA = 135 A after.
2. For Information type, [Go to 12.2 Informations of the POI ].
3. Icon allows you to select an icon that will be displayed next to the label.
4. Background color can set up a background color for the item. Transparency can also be set up with this.
5. Text color can set up a text color for the item.
Transparency can also be set up with this.
6. Text size will change the size of the text.
7. Text style includes Bold and Italic.
8. Text alignment can be chosen between Left,
Center and Right.
9. For Variable , click on Variable selection and select the variable you want to display.
10. For Triggers , [Go to 14.0 Triggers ].
11. Click on Validate.
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12.4 Modify a POI
To modify a POI, click on the POI, then in the Menu bar, select Edit POI .
It will open the same menu than the creation with more parameters in the end.
If you have added items, they will also be displayed.
12.4.1 Target position
The target position is a line that will go from the POI to a target position. It enables to link a POI to a place without putting the POI in this place (if it’s too crowded for example).
Click on Edit , then select in the Menu bar the type of movement you want:
- Translate the position of the target position with the arrows.
- Project the position of the target
For more details on it, [Go to 8.1.1 Translate an object or 8.1.4 Project an object ]
Once the positioning is okay, validate it by clicking on the Validate button, or cancel with the cancel button.
12.4.2 Information position
The items can be moved between themselves. You can drag and drop an item in another position
(Open documentation in 1 st position for example)
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13.0 Ground zones
Ground zones are used to delimit an area on the ground (arc-flash distance, dangerous area, etc.)
13.1 Create a ground zone
To create a Ground zone, click on Create object , then Ground zone . If will open the window below:
1. In Label , Enter the name of the zone.
2. Initial visibility can change the visibility in
Viewer mode by default:
- Visible to see the File,
- Hidden to hide the File.
3. Color defines the color of the zone.
4. Click on Save.
13.2 Place the ground zone
After the selection of parameters, three white balls will appear successively in the room. They are used to build a rectangular zone. [left] click to place each one of them. The first one determines one corner, The second one, the corner next to it, and the last one, the middle of the opposite side of the rectangle The positioning can be fine-tuned after the creation [See 8.0
Move/edit/delete an object ].
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13.3 Modify a ground zone
To modify a ground zone, click on the ground zone, then in the Menu bar, select Edit ground zone .
It will open the same menu than the creation with more parameters in the end:
The dimensions (width/depth) can be manually adjusted here, as well as the scale and the other parameters.
For the triggers, [Go to 14.0 Triggers ].
After all changes have been made, click on Save .
To delete the zone, click on Delete .
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14.0 Triggers
Triggers are used to associate one or several actions to an item in a POI/a step in a procedure/a sheet file, etc. All the triggers are not available with every use case.
14.1 Create a trigger
To create a trigger, you need to be inside the configuration menu of a POI or step of a procedure or sheet file or inside the Triggers directly. Then, click on the + under Triggers
1. In Label , Enter the name of the trigger. If nothing is entered, the naming will be automatic.
2. The Reverse trigger tick is explained next to it.
3. Condition defines the condition for the trigger to happen.
4. Actions defines the list of actions that will happen if the trigger is activated.
5. Click on Save.
14.2 Condition
A condition needs to be met for the trigger to be activated. It is possible to create a complex condition including comparisons (>, =, <, etc.) and Boolean operations (AND, OR, etc.
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1. Select the Operator type . It may change the items below;
2. For each Operator type, check the corresponding section for the other items;
3. Click on Validate.
14.2.1 Operator type: Events
For Operator :
- Click will trigger the actions when clicking on a defined object;
- Visibility will trigger the actions when the defined object is visible;
- Collision will trigger the actions when the user enters inside a defined object. Generally used with Zones.
After selecting the type of operator, click on Select object to select the wanted object. If you already are inside an object modification, then the object will be automatically selected.
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14.2.2 Operator type: Values
The Value type is used with the operator types: Boolean operation or comparison.
1. Select Operator type :
- Variable to select a variable
- Boolean to select True or
False
2. In case of a variable, choose the variable by clicking on Select object .
3. Click on Validate
14.2.3 Operator type: Boolean operation
1. Select the Operator :
- And
- Or
- Not
- Xor
2. Click on Validate
The menu after contains two slots. Each one can be filled with conditions. Then, if the complete condition is respected (e.g., both conditions in case of an AND), then the actions will be triggered.
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14.2.4 Operator type: Comparison
1. Select the Operator in the list;
2. Click on Validate .
The menu after contains two slots. Each one can be filled with conditions. Here the conditions selected should be variables or Boolean operations. Then, if the complete condition is respected
(e.g. A > B in case of an >), then the actions will be triggered.
14.3 Create an action
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1. In Label , enter the name of the action. If nothing is entered, the naming will be automatic. the
Operator in the list;
2. Select the Action type in the list. It may change the items below;
3. For each Action type, check the corresponding section for the other items;
4. Click on Save .
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14.3.1 Action type: Display message
1. In Message , enter the message that will appear. The message will appear in the top right section of the screen
2. In Wait for confirmation :
- Select Yes if the message should disappear only after clicking on a confirmation button;
- Select No if the message should disappear automatically after a few seconds.
14.3.2 Action type: Toggle object visibility
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Toggle object visibility will:
- Display the object if the object is hidden;
- Hide the object if the object is visible.
We can click several times on the item that triggers the action, and the state of the object will change each time.
14.3.3 Action type: Force object visibility
Force object visibility will:
- Display the object if the Visible is set as Yes
- Hide the object if the Visible is set as No
And this, no matter the initial state of the object selected.
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14.3.4 Action type: Go to procedure
Go to procedure will launch the procedure selected. The procedure has to be created first but can be modified later.
14.3.5 Action type: Set step procedure
Set step procedure will allow or block the transition of a step. This action should only be selected inside a step of a procedure.
If the transition is blocked, then the operator will not be able to move to the next step.
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14.3.6 Action type: Guider
Guider will guide the user to the selected object.
In Guider label , we can enter the text that will be displayed next to the arrow guiding us to the object. If nothing is entered, then no text will be displayed.
For Auto deletion :
- If Yes , the guider will be removed automatically after a few seconds facing the right object.
- If No , the guider will only disappear if clicked on the arrow.
14.3.7 Action type: Open document
Open document will open the selected document. The document will be opened in the right external application (e.g. navigator for web pages).
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14.3.8 Action type: Edit state
Edit state will change the state of the selected object. The state has to be created before [Go to
16.1 Create a state ].
In State , select the State that we want to display at the end of the action. The state of origin is the state that the object is when beginning the action.
In Duration , Enter the duration of the animation (in seconds).
Transition defines the transition type from a state to another state:
- Jump to be teleported to the new state;
- Linear to have a continuous movement between the first and second state;
- Cubicle to have a movement between the first and second step. The movement will be quicker as the movement progresses.
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14.3.9 Action type: Change color
Change color enables to change the color of the selected object.
14.3.10 Action type: Force animation
Force animation:
- Launches the animation of the object selected if the Run animation?
is set as Yes;
- Stops the animation of the object selected if the Run animation?
is set as No;
And this, no matter the initial state of the animation of the object selected.
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14.3.11 Action type: Toggle animation
Toggle animation will:
- Launch the animation of the object if the animation is stopped;
- Stop the animation of the object if the procedure is launched.
We can click several times on the item that triggers the action, and the state of the animation will change each time.
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15.0 Procedures
The procedures are step-by-step guided procedures, in the form of a decision tree.
By clicking on Procedures in the Menu bar, it will display the list of procedures:
To manage a procedure, click on the procedure on the list.
15.1 Create a procedure
To create a procedure, click on Add procedure .
In Label , enter the name of the procedure.
In Description , enter a description of the procedure. This field is not mandatory.
Click on Validate procedure .
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Then, the window will display additional information:
- Click on Steps edition to Move to the step creation menu;
- Validate procedure to save the procedure and exit the creation menu;
- Delete procedure to delete it.
The step creation menu looks like below:
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[ IMPORTANT: All changes will be automatically saved .
]
To exit the step creation menu, click on the arrow on the top left.
The procedure is a decision tree with One Start step, one End step and Standard steps in between.
The steps in between have one input and as many outputs as needed.
15.2 Position the steps
To place a step in the procedure, drag and drop the icon corresponding to the step in the grey area.
When placing a Standard step, it will open the parameters of this step [Go to 15.3 Step content ].
A sub-procedure step allows to include a procedure already created inside another procedure. Be cautious when including procedures to avoid any endless loop.
Once the steps are positioned, we can build the actual decision tree by linking an output of a step to the input of another step. For that, click on the White ball next top the step and drag it to another step.
A link can be removed by right clicking on it and selecting Delete.
Be sure to connect all the inputs/outputs correctly.
15.3 Step content
To change the content of a step, click on the step in the gray area. The Start and the End steps can be modified as well.
When drag-and-dropping a Standard step, you can enter the content directly or click on Save and modify it later.
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In Label , enter the name of the step.
In Description , enter the description of the step.
Both the label and the description will be displayed in Viewer mode, as well as the number of the step.
15.3.1 Linked objects
The linked objects are objects that will be visible during the step. By default, no object is selected.
15.3.1.1 Global linked objects
To add Global linked objects (objects that will be linked to all the steps), click on the Global linked objects button.
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It will open a view of the room and the menu bar on the right:
Copy from another step will select all the links that have been selected inside the step you chose.
Links all existing objects
Resets all the existing links
Cancel any addition/deletion done.
Validate the global links
Select an object, it will be highlighted in Green. Then on the right, in the menu bar, this item will appear:
Click on it to link the object to the step.
The items become:
By clicking on Unlink this object, you can unlink the object to the step.
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15.3.1.2 Step linked objects
Inside a step, it is possible to define additional linked steps.
The number of objects selected is written.
To select an object or modify which objects are selected, click on Edit .
It will open a view of the room.
Select an object, it will be highlighted in Green. Then on the right, in the menu bar, this item will appear:
Click on it to link the object to the step.
The items become:
By clicking on Unlink this object, you can unlink the object to the step.
If an object is defined as guider, then during the step in Viewer mode, you will see an arrow, guiding you to the object. Multiple objects can be selected as guiders also it is recommended to not go over 3-5 guiders per step, to avoid multiple arrows that could disturb the user.
To stop define an object as guider, click on this button:
If you click on it, the object will no longer be considered as guider, but will still be linked. If you also want to unlink the object, click then on Unlink this object.
When all the objects are correctly linked and/or set up as guiders, click on the Validate button at the end. Or cancel the action if needed.
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15.3.2 Choices – number of outputs
A step can have multiple outputs. By default, the output number is 1.
To add an output (or a choice), click on the + in the choices section. You can have multiple choices. Each choice must be given a label that will be displayed in Viewer mode and in the edition of the procedure:
If you only have 1 output (or one choice), the label you put in it will not be displayed in Viewer mode. However, the label will be visible on top of the output in the gray area. In this case, it’s not mandatory.
15.3.3 Triggers
The triggers in the step of a procedure are to check a condition before moving forward to the next step (for example a distance to an equipment, the value of a variable…)
If the condition is not respected, then the button Next to go to the next step will not be available in
Viewer mode.
If the condition is respected, then the button Next will be again available.
For more details about the Triggers creation, [Go to 14.0 Triggers ].
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16.0 Animations
An animation is from one state to another state (it can go through multiples states). We first need to define the different states of an object. Then create the animation associated.
16.1 Create a state
To create a state, click on the object, then Edit the object . At the bottom of the parameters menu, we have these items:
Click on Edit states .
On the top right, we have the list of the states. The Default state is the state of the object when the object is created.
To add a new state, click on the + .
1. In Label , Enter the name of the state.
2. Color defines the color of the object in this state. The color is a filter on top of the object.
3. The Translate button is to translate the object in the state.
4. The Rotate button is to rotate the object in the state.
5. Click on the Save button.
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Once the state is created, we can click on a step to check it.
Default state of the lever
New state of the lever
16.2 Create an animation
To create an animation, after the states are created, click on the Edit animation .
1. In Duration seconds).
, enter the duration of the animation (in
2. Delay defines the number of seconds after which the animation will start.
3. Tick Autostart if you want the animation to begin automatically. Else, define what will launch the animation in the triggers: [Go to 14.0 Triggers ].
4. The Animation type defines the type of animation:
- Forward will make the animation from Default state to states indicated in the Keyframes;
- Backward will make the animation from Default state to states indicated in the Keyframes in the inverse order.
5. To insert Keyframes , click on the + button
If keyframes are already created, click on one to modify it or on the bin next to it to delete it.
6. Click on the Save button.
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16.2.1 Keyframes
A Keyframe is a step of an animation. An animation can have multiple steps.
For example: Move from state Default to state 1 then to state 2 then back to state Default.
1. Weight defines the speed of the step of the animation compared to the other step. A weight of 5 will be longer than a weight of 1.
2. Transition defines the transition type from a state to another state:
- Jump to be teleported to the new state;
- Linear to have a continuous movement between the first and second state;
- Cubicle to have a movement between the first and second step. The movement will be quicker as the movement progresses.
3. State is to select to which state to go to. The state of origin is the state the object is currently when launching the Keyframe. By default, it’s the default state. If a Keyframe happened before, the state at the end of this keyframe will be the origin for the new keyframe.
4. Click on the Validate button.
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17.0 Use tracked images
Tracked images are used to allow a easy Augmented Reality commissioning, in front of the equipment. They can be managed by clicking on Tracked images.
17.1 Create a new tracked image
1. Here are listed all the Tracked images for the room. The default images are available for all rooms.
2. To add a tracked image specifically for the room, click on + Add item .
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1. For Label , enter the name of the tracked image. If this is not entered, it will automatically take the name of the image selected.
2. Width defines the size of the tracked image in millimeters. For it to work, the Tracked image should have the same size here and when using it in the real room
3. Scale is to scale up the dimensions. By default, it’s at 1.
4. Realign is to be used later [Go to 16.2 Position tracked image in the room ]
5. Image is to select your image (.png or .jpg) in your file explorer. After selecting it, a preview of the file will appear just below.
6. Tick the box if it’s a QR code, then enter the
Data contained into the QR code
7. Click on Save
17.2 Position tracked images in the room
To position a tracked image in the room, click on an image in the list, then tick the Box Realign –
Use tracked image for realignment .
The tracked image appears in the room. You can move it around with the mouse or keyboard (no teleportation). Then, [left] click when the placement is good. The positioning can be fine-tuned after the creation [See 8.0 Move/edit/delete an object ].
Then, click on Save. The image will be positioned and ready to use in Augmented Reality. To do so, print the tracked image selected, and position that printed version at the same location on the real installation, on the fields.
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Glossary
3D Model: Virtual representation of the electrical installation It is the Virtual Reality part of
EcoStruxure TM XR Operator Advisor
POI or Point of Interest: any types of data that customers want to display in EcoStruxure TM XR
Operator Advisor, in Augmented Reality or in the 3D Model. It can be labels, images, process variable, data from a SQL database, documents (electrical diagrams, web pages, videos)
Operator Guided Procedures: Procedures are displayed step-by-step to the customer to make them learn them / follow them.
Viewer: customers will use Viewer the Augmented Reality application on their tablets, smartphones and glasses; the Virtual Reality application on their PC and/or laptop.
Editor License: in option, customers can decide to create, modify and update its application.
The Builder is the Editor tool of EcoStruxure XR Operator Advisor.
AR application : Augmented Reality Device application (app for the smartphone, tablet, HoloLens v2) www.se.com/services
©2022 Schneider Electric. All rights reserved. The information provided in this Statement of Work cannot be used or duplicated, in full or in part.
Other uses for this document are prohibited without written consent by Schneider Electric. All Schneider trademarks are property of
Schneider Electric and its subsidiaries and affiliates. Other trademarks are property of their respective owners. Specifications are subject to change without notice. Disclaimer: This information is reliable at the point of creation and may be subject to change.
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Key features
Site and room management
Data source integration for real-time data
Template creation for reusable objects
3D object import and manipulation
Trigger setup for dynamic interactions
Procedure creation for guided workflows
Frequently asked questions
In the Site level menu, click on '+ New site' at the bottom. Enter the site name and validate the creation.
In the Data sources menu, click on '+ New data source' at the bottom. Fill in the data source details and click on Save.
After entering a room, you can navigate either with the mouse or with the keyboard. With the mouse, scroll to move forward/backward, press and move the wheel to translate, and click and drag for rotation.