Studio360 - Smartware Technologies

1 Studio360 . powered by Smartware studio TM. User's Guide Version April 2018. Smartware Technologies 1000 Young Street, Suite 450. Tonawanda, NY 14150. Sales and Support (716) 213-2222. All material is Copyright 2008-2019 Smartware Technologies . All rights reserved. WorkPlace Pro is a trademark of Tridium, Incorporated. Microsoft is a registered trademark and Visio is a trademark of Microsoft Corporation. TAC, Invensys and I/A Series are registered trademarks of Schneider Electric. Designer Suite and Smartware studio are trademarks of Smartware Technologies .

2 Page 2 Smartware studio User's Guide Table of Contents 1. INTRODUCTION / ABOUT THIS GUIDE .. 9. Introducing Studio360 powered by Smartware studio .. 9. What Does powered by Smartware studio Mean? ..10. Where Do I Start? ..10. About This Guide ..12. Other Installing and Administering Smartware studio ..12. Using the Estimating Module ..12. Using the Designer Module (Design360) ..12. To Learn More about Smartware studio ..12. To Contact Us ..12. 2. Smartware studio PROJECTS .. 13. Types of Projects ..13. What is Stored in a Project? ..14. The Project View.

3 15. The Network View ..15. Local and Server Projects ..16. Creating a New Local Project ..16. Moving a Local Project to the Server ..16. Working with Server Opening a Server Project ..17. Checking Out a Project ..18. Closing a Project ..19. Recent and Favorite Projects ..20. studio Shortcuts to Project Previous Versions ..22. Project Nodes ..22. Project Overriding Project Properties ..23. Using Project Properties in Reports and Templates ..24. Custom Project Properties ..25. Importing Project Properties ..26. Other Project Tasks ..26. Duplicating Projects.

4 26. Deleting Projects ..27. Download All Files ..28. New Project Templates ..28. Creating a New Project Template ..28. Using a New Project Template when Creating a New Project ..29. Organizing Server Projects ..29. Embedding Projects in a Customer Site or Job ..29. Project Shortcuts ..30. Extracting Embedded Projects to Stand-Alone Projects ..32. Server Project Creating and Editing Project Groups ..33. Assigning Projects to Groups ..35. Browsing for Projects in Groups ..36. Smartware studio User's Guide Page 3. 3. WORKING WITH FOLDERS AND VIEW ITEMS .. 37.

5 Property Tabs for Items ..38. Building the Project View Tree ..38. Checking Out a Project ..39. Adding Items to the Project View Tree ..39. Selecting Folders ..39. Moving and Reordering Folders ..40. Copying and Duplicating Folders ..40. Renaming Deleting Folders ..42. Restoring Deleted Items ..42. Exporting Folders and Files ..44. Exporting Folders and Files to Windows ..44. Exporting Folders and Files to a Zip File ..44. Exporting Project Tree Nodes as a studio Export File (.stexp or .stzip) ..44. Importing Folders and Files ..45. Importing Folders and Files from Windows.

6 45. Importing Project Tree Nodes from a studio Export File ..46. Other Folder Tasks ..46. Sending Files in an Email ..46. Searching for Nodes ..47. Creating studio Shortcuts to Folders ..47. Sharing a Folder with a Cloud Account ..48. Viewing Folder ID Numbers ..48. Using a Folder with Other Windows Applications ..48. 4. WORKING WITH FILES .. 51. The Files Tab ..51. Adding Existing Files to a Folder ..51. Moving Files between Copying Files Back to Windows ..52. Creating New Files from Blank Templates ..52. Adding Descriptions and Comments to a File ..52.

7 Setting the Document State ..53. Searching Files ..53. Adding Windows Shortcuts to Files or Web Sites to a Folder ..54. How Files are Stored Locally and On the Server (Synch Status) ..54. The File Synch Status ..54. Downloading Files ..55. Managing and Cleaning Up Local Files ..56. Setting a Local File Quota ..57. Uploading Files to the Server ..57. Uploading Files ..58. Ignoring Changes to a File ..58. Other File Tasks ..58. Creating a Zip File ..58. Converting to PDF and Printing ..59. Emailing Files ..59. Creating studio Shortcuts to Files ..59. Using the studio Clipboard Folder.

8 60. Using Visio Viewer ..60. Sharing a File with a Cloud Page 4 Smartware studio User's Guide Deleting and Restoring Files ..61. Deleting Files from a Local Project ..61. Deleting Files from Server Projects ..61. Restoring Deleted Files from the Purging Deleted Files ..62. Previous Versions of Files ..63. File Conflicts ..64. Locking and Signing Files ..66. Subscribing to File Notifications ..67. 5. WORKING WITH EMAIL .. 69. The Emails Tab ..69. Viewing Emails and Attachments ..69. Searching for Emails ..70. Forwarding Emails ..70. Copying Emails into Smartware studio .

9 70. Forwarding Emails into a Smartware studio Project ..71. Specifying an Email Alias for a Folder ..71. Accessing a Shared Contact List in Microsoft Outlook ..72. Selecting an Email Address from the Smartware studio Contact List ..74. 6. THE NETWORK 77. Viewing the Network Tree ..77. Checking Out the The Structure of the Network Tree ..78. Device Properties ..79. Building the Network Tree ..82. Adding Devices to the Network Tree ..83. Configuring Device Buses ..84. Deleting Multiple Devices from the Network Tree ..85. Reordering Devices ..85. Property Sheets and Reports.

10 86. Property Sheet Reports ..88. Importing and Exporting Property Sheet Data ..89. The Passwords Tab ..90. Password View History ..90. Password Monitoring Emails ..91. Automation Overview Diagrams ..91. Generating an Automation Overview Diagaram ..92. Device Caption ..93. Automation Overview Options ..95. Custom Template File for Automation Overview Pages ..96. Device Points ..96. Viewing Aggregate Point Counts ..97. Importing from WorkPlace Tech Application Files ..97. Exporting to Excel ..98. Importing from Excel ..98. Smartware studio User's Guide Page 5.