Explorer page designers build pages using a combination of layouts and controls. Many of the controls are data-aware, sourcing their data through Server and its datasources.<\/p>\n
IFS OI Server's data, available to the Explorer environment, is a combination of source data (from historians and relational databases) and IFS OI Server's own data (hierarchies with templated entities, as well as calculations).<\/p>\n
End-users can navigate or search through pages and trends, selecting options from various page controls, to focus on relevant data. Users can also navigate and search through hierarchies, or search for tags.<\/p>\n
Read more: Explorer Workspaces<\/a><\/p>\n \u00a0<\/p>\n There are three types of user in Explorer: Administrators, Page Designers, and End-Users.<\/p>\n Explorer administrators perform a variety of functions to prepare Explorer for page designers and end-users, and to grant the appropriate security permissions. An administrator can configure styles for the page components, as well as set the home page, at user role level. Administrators are also responsible for approving or rejecting submitted pages and trends<\/p>\n Explorer page designers are responsible for building pages in Studio mode, using a combination of layouts, components and data. Pages need to follow some sort of navigation, using a combination of Workspaces navigation and hyperlinks. Hyperlinks can be configured as part of page design.<\/p>\n As an end-user, you can navigate through the pages for which you have permissions. Many of the pages are designed with controls that you can use to make selections or change date periods. End-users are also able to create and save trends, and to save copies of trends and pages.<\/p>\n \u00a0<\/p>\n All users have access to Workspaces (this may be limited), Hierarchy Search and Navigation, and the Search page.<\/p>\n Search for Tags<\/em> within datasources, or search\/navigate for Entities<\/em> in a hierarchy.<\/p>\n Navigating a Hierarchy<\/p><\/div>\n As an Explorer end-user<\/em>, you can:<\/p>\n As a page designer<\/em>, you can access the navigators from Studio, to use on pages or as data for components.<\/p>\n As an Explorer end-user, there are many different ways to navigate through the pages and trends; some of these depend on page design, or administrator settings:<\/p>\n Trends and Pages are saved into logical groups, called workspaces. You can save to an exiting workspace, or create a new one.<\/p>\n You can search for and open pages or trends in a workspace.<\/p>\n Read more: Explorer Workspaces<\/a><\/p>\n The Explorer Ribbon gives access to IFS OI Explorer's functionality.<\/p>\n Examples of ribbon functionality for various types of Explorer users:<\/p>\n Read more: Explorer Ribbon<\/a><\/p>\n The Explorer Ribbon has Several Tabs<\/p><\/div>\n Search for Pages, Trends or Tags in Explorer, in the Search Page.<\/p>\n Click Search<\/strong> on the Home<\/strong> tab to open a Search tab.<\/p>\n Read more: Search Page<\/a><\/p>\n \u00a0<\/p>\n Administrators perform some of the high level functions in Explorer: configuring styles, importing and exporting, and setting the home pages for different user roles, in an Explorer environment. Administrators are able to approve or reject submitted pages and trends.<\/p>\n Studio has built-in styles for its components. If the styles are not right for your organisation's look you can build custom styles in the Style Editor (for example, you may want a text label style in a large, bold font, centre-aligned), if you have the Style Administrator<\/em> role.<\/p>\n Styles can be added using standard properties, or using Style Constants<\/em>, which can also be added and updated, for a consistent look.<\/p>\n Read more: Overview of Styles in IFS OI Explorer<\/a>, Creating Styles<\/a><\/p>\n If you have the Explorer Administrator role, you can export and import pages and trends in IFS OI Explorer, using .zip files. This is useful for backup and migration purposes.<\/p>\n Read more: Explorer Import\/Export<\/a><\/p>\n Administrators can set the home page\/ landing page for Explorer Users, at a user role level.<\/p>\n As a user, when you log into Explorer, the home page (if one is configured) is opened in the main Explorer panel.<\/p>\n Administrators can approve or reject pages or trends that have been submitted by page designers.<\/p>\n Read more: Publishing a Page or Trend<\/a><\/p>\n \u00a0<\/p>\n Explorer has many parts. Some of these are available to you, and others might not be - depending on your role and permissions, or where you are (for example, you may have access to some of the pages on some of the workspaces).<\/p>\n If you are editing a page, navigate using workspaces or find the page using the search option available on the Home<\/strong> ribbon tab. See General Navigation for All Users<\/a>, for searching, navigating and ribbon functionality<\/p>\n Explorer Studio is where pages are built and saved. You can drag components from the Component toolbox onto a page (the design space), which has a base layout mode (precision, grid or blank) and then connect the data-driven components up to Server's data, or to fixed values.<\/p>\nThe Different Explorer Users<\/h2>\n
Explorer Administrators<\/h3>\n
Studio for Page Designers<\/h3>\n
Explorer for End-Users<\/h3>\n
\nGeneral Navigation for all Users<\/h2>\n
Hierarchy and Tag Search and Navigation<\/h3>\n
![](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2016\/11\/Hierarchy-Navigator.png\")
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Page and Trend Navigation<\/h3>\n
\n
Workspaces<\/h3>\n
![\"\"](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/02\/Workspaces.png\")
<\/a><\/p>\nRibbon<\/h3>\n
\n
![](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2016\/11\/Explorer-Ribbon.png\")
<\/a>Search Page<\/h3>\n
![\"\"](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2016\/11\/search446-1.png\")
<\/a><\/p>\n
\nAdministrator Functions<\/h2>\n
Styles<\/h3>\n
Import and Export<\/h3>\n
Setting the Home page<\/h3>\n
Approving or Rejecting Pages and Trends<\/h3>\n
\nDesigning and Configuring in Explorer<\/h2>\n
Navigation and the Ribbon<\/h3>\n
Studio<\/h3>\n
![\"\"](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/01\/Explorer-page-in-design-mode.png\")
<\/a><\/td>\n<\/tr>\n![\"\"](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/01\/Access-Server.png\")
<\/a><\/p>\n![\"\"](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2018\/01\/Explorer-Page-in-display-mode-1.png\")
<\/a><\/td>\n<\/tr>\n![](\"https:\/\/oihelp.corporate.ifs.com\/help\/wp-content\/uploads\/2016\/11\/An-Explorer-trend.png\")
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