Bringing Integration, Templating, Tagging and Analytics Together

This article summarizes the integration, templating, tagging and analytics workflows, before showing how they work together in succession in a final illustration.

 

Recap

This guide covers integration, templating, tagging and logic. What follows is a summary of the previous articles.

 

The Points Workflow

The points workflow is:

Integrate → Template → Tag.

 

Integration

This is the process that bring points into the Platform. Data points come from a variety of sources, and are named in whatever format their host system uses.

 

User Objective

Users should clean raw point data by renaming and homogenizing them, filtering down the points list to only those of interest.

 

Templating

Here cleaned and filtered points are assigned pre-defined tags called templates. There are two types: ‘base templates’ and ‘object templates’. The Platform uses templates to accurately process and reference point data.

 

User Objective

Users should try to apply object templates consistently and accurately to all points. Success here will affect how easily logic modules can be built and shared at scale. Please note, the Platform automatically assigns base templates.

 

Tagging

Users can add tags to data points, sites or portfolios. There are two levels of tagging on the Platform: tags and tag groups, with every tag belonging to a tag group.

 

User Objective

Users can create tags and tag groups that group points by equipment, function, location or any other logical grouping. Logic modules are shared to tags in a tag group, so tags should contain a collection of useful points that match to any logic modules users intend to create.

So in summary, the entire point integration process boils down to making sure the points of interest are templated and tagged.

 

The Analytics Workflow

The analytics workflow is:

Build → Share → Install

 

Building Logic

Logic modules are created using points or object templates. However, because an object template is behind every point, logic modules are essentially created using object templates.

 

User Objective

Users should build logic modules using the subset of object templates applied to their points in the 'Points Workflow'.

 

Sharing (and Installing) Logic

Logic modules are not connected to data and therefore not operational until they have been shared and installed. Logic modules are shared to all tags contained by a tag group that users share to. For each tag, the logic module will attempt to match object templates with the points under that tag. If successful, the logic module is installed and left to run.

 

User Objective

By this stage all the work should be finished. The logic module simply needs to match to properly templated and tagged points contained by a tag group.

In summary, the analytics workflow means creating logic modules based on the object templates that users assign in the points workflow, and sharing to tags (under tag groups) that are filled with the appropriate points.

 

The Process in One Diagram

Finally, here are all the steps linked together in a single diagram:

Figure 56. Integration to Analytics Deployment.