ITA desktop client

Configure the device sensor measurements, or any known constants of the energy system, to ensure the configuration accurately reflects the live physical infrastructure of the system.   When configured, you can view the PUE/DCiE dial published to the PUE/DCiE Dashboard, showing the PUE/DCiE value based on the configured values for power entering the data center and IT load.   The PUE/DCiE Dashboard, available in the IT Advisor web client Dashboard menu, shows measured data collected daily (midnight to midnight), also referred to as measurement sampling level 2, intermediate according to the Green Grid definitions.   For information about the energy efficiency concepts, such as Power Usage Effectiveness (PUE), go to: the Green Grid and read the White Papers:   WP-157: Selecting an Industry-Standard Metric for Data Center Efficiency WP-154: Electrical Efficiency Measurement for Data Centers WP-114: Implementing Energy Efficient Data Centers WP-113: Electrical Efficiency Modeling for Data Centers   You can toggle the efficiency metric between PUE and DCiE in the desktop client Tools> Preferences> General option.   102237700_360038495533.png   123 Steps to...   Configuring the energy system   Use the icons in Power In section of the Configuration tab to set up the system with information about the total amount of power entering the data center. Add device sensor measurements by clicking this icon 102237710_360038495533.png. In the wizard, follow the steps to select one or more devices and sensors from the list. Tip: Select multiple non-consecutive items by using Ctrl-click, or multiple consecutive items by using Shift-click. You can filter the list and search for one or more devices or sensors to add to the PUE/DCiE calculation by starting to type the name or model in the Search field. As you type in the Search box, the list shows all equipment that contains the typed characters in the selected column. Add custom values by clicking this icon 102237673_360038495533.png. In the dialog box, type Name, Value, Unit, and Factor. Unit and Factor can be used to make adjustments to the value, e.g. if the unit of one item does not match the others, such as kW and W or kVA, or if there is a factor that needs to be left out of the calculation, for example if the value is a total and some of it is used for other data centers as well. Delete any obsolete entries by clicking this icon 102237669_360038495533.png. Use the icons in IT Load section of the Configuration tab to set up the system with information about how much power is needed by the IT load in the data center. Add device sensor measurements by clicking this icon 102237710_360038495533.png. In the wizard, follow the steps to select one or more devices and sensors from the list. Tip: Select multiple non-consecutive items by using Ctrl-click, or multiple consecutive items by using Shift-click. You can filter the list and search for one or more devices or sensors to add to the PUE/DCiE calculation by starting to type the name or model in the Search field. In the Search box, start typing some characters of the equipment you want to see. As you type, the pane shows all items that contain the typed characters in the column that is selected. Add custom values by clicking this icon 102237673_360038495533.png. In the dialog box, type Name, Value, Unit, and Factor. Unit and Factor can be used to make adjustments to the value, e.g. if the unit of one item does not match the others, such as kW and W or kVA, or if there is a factor that needs to be left out of the calculation, for example if the value is a total and some of it is used for other data centers as well. Delete any obsolete entries by clicking this icon 102237669_360038495533.png. See the results of the configuration expressed as a graph in the PUE/DCiE dial published to the PUE/DCiE Dashboard available from the ITA web client Dashboard menu. Note: The PUE/DCiE graph shows the calculated PUE/DCiE based on measured data collected on a daily basis (midnight to midnight). This data collection method is also referred to as measurement sampling level 2, intermediate according to the Green Grid definitions. When you add a sensor to the calculations, the data collected from this sensor the previous day, if any, is included in the calculations immediately. When you add a newly-installed sensor, its value will be included in the calculations once the data collection has run for 24 hours or at least since before the previous midnight.

In Window > Show Overlays, you can enable/disable overlays in the room layout. Note: This is a IT Advisor: Capacity feature. You must have a valid license to use this feature.   You cannot delete all overlays at the same time, so the system will gray out the last view to be able to show something in the graphical layout.   102237662_360037995434.png

  In the IT Advisor desktop client, you can see an overview of the data center infrastructure in read-only mode (available when Operations is selected in the Application bar). Before making any changes to the data center infrastructure, you must select to open Planning > Data Center in the Application bar.   From the overview in the map view, you can drill down into the contents of the locations and rooms for details or troubleshooting.   In Navigation, navigate to any location, room, or equipment that you want to see in the layout. Double-click a location in Navigation to open it in the layout, showing the Map View. Double-click a room in Navigation to open it in the layout, showing the floor layout. Click a tab at the bottom of the layout to select a specific view, for example a physical information overlay or one with information about floor loading or rack U-space. Which view tabs are available depend on the installed add-on modules and the display settings. For example, Cooling will be available if you have IT Advisor: Capacity installed. You can display or hide specific views using the display settings (accessed from the Window menu). Show the rack layout by clicking a rack in the room or a rack in Navigation to see the rack front layout of the selection. To see the rack rear layout, flip the rack by clicking the flip icon in the top left corner of the rack. If you have IT Advisor: Change installed, equipment may appear with + or x and arrow symbols, indicating that changes were proposed to the design, but not yet implemented. Switch to List View (available in the toolbar above the layout) to see the selection in a list. Switch between the panes in the bottom of the application to see relevant information. For example, browse to see any equipment listed in the Equipment Browser, get an overview of power connection configurations in Power Dependency, or any alarms on associated devices in Alarms.   Tip: To identify which component in the layout is causing an alarm in the Alarms pane, right-click the alarm in the Alarms pane and select Show in Layout to highlight the component representing the device in the floor or rack layout.

  You can use the map view to monitor the IT Advisors in a quick overview, including any alarms in different locations and rooms. From the map overview, you can double-click to drill down to locations > rooms > racks > servers for details or troubleshooting (and use the Up icon in the Toolbar to drill back up through the location hierarchy). The Map View is the default view when you launch the application the first time. Subsequently, you can access it by clicking the Map View icon in the Toolbar 102237227_360037995134.png or by double-clicking a location folder in the Navigation pane. Locations and rooms are represented by information boxes with pins pointing to a location on the map. You can collapse and expand the information boxes by toggling the arrow icon in the upper right corner of the box. Alarms overview When collapsed, the information boxes hide the details but have an alarm status icon in the upper left corner. This allows you to see if there are alarms even when the box is collapsed. When expanded, the information boxes show the details, including an alarm section, summing up the total amount of alarms and the amount of normal, warning, critical alarms. Normal: No alarm conditions exist. Warning: A condition exists that may require attention to ensure it does not deteriorate into a critical state. Critical: A condition exists that requires immediate attention. When the system receives alarm updates from an external system, the info panel icons will fade in and out. Capacity overview If you have a valid IT Advisor: Capacity license, the information boxes also show a capacity overview represented as a pie chart. It sums up the status of power, cooling, space, and network of the selected location or room. Power is represented as the percentage of the available load (kW) that is utilized by the IT equipment in the location or room. Cooling is represented as the percentage of the available load (kW) that is utilized by the IT equipment in the location or room. U-space is represented as the percentage of the available U-positions (U-pos) that is populated with equipment in the location or room. Network is represented as the percentage of the available Network ports (ports) that is utilized by networking equipment in the location or room. Note   The amount of ports shown in the capacity overview here may not be the same as you see in the Network overlay of the room layout. Whereas the floor layout Network overlay shows the amount of ports for racks with network equipment including patch panels, the global capacity overview shows network information represented as a percentage of the available network ports utilized by networking equipment, not including patch panels, in the location or room. The data is updated on a daily basis by default. If, for some reason, the data is not recorded, for example because the server was turned off, you can re-enable recording in Tools>Preferences>Capacity History by clicking Record Now.   102237230_360037995134.png 123 Steps to... See also Creating a geographical representation of the data center infrastructure Create a representation of locations and rooms. Select Planning>Data Center in the Application bar to be able to edit. In Navigation, select the root location icon. Select File>New and one or more of the available elements. - Location (option to add container elements for geographical enterprise hierarchy) - Sub location - Server Room (option to add room elements for representing white space in the model) - Store Room (option to add space elements for representing store rooms in the model, for example for storing newly arrived servers not yet installed in a server room) - Electrical Room (option to add room elements for representing gray space in the model) - Supporting Infrastructure Space (option to add space elements for representing space outside the rooms in the model, for example for chillers on the roof) If you do not have the Map View open, double-click a location in Navigation to open it. Drag the information boxes representing the locations and rooms from the upper left corner into the wanted position on the map. If you want another background image for the map view, customize it. Right-click the map view and select Properties. Click Select Image and browse to an image on the computer or network to import the image as background. If you want to restore the default image, download the image used here and insert it in the same way as with another image. Exploring the infrastructure in Map, Floor and Rack Layouts

Menu bar The menu bar provides different menu items depending on what part of the application is active. Some of the features available from the menu bar can also be accessed in additional ways, e.g. through right-click options in various parts of the application. Application bar The Application bar provides access to the main parts of the application. The number of options (icons) varies depending on how many add-on modules you have installed. For example, if you have IT Advisor: Change installed, you can access Planning>Work Orders. The main entry points into the application and add-on modules are: Operations: For seeing an overview of the data center model and monitor alarms (read-only). Planning: For configuration and planning of the data center model (editing is possible). Analytics: For data analytics to help you determine if your data center is operating efficiently. Perspectives A perspective is a collection of panes and views in a window. The active perspective is indicated by the selected element in the application bar. Available perspectives are for example: Operations>Data Center, Planning>Data Center, Analytics>Reports and, depending on the installed add-on modules, possibly more, for example Analytics>Changes (IT Advisor: Change feature). Status bar The status bar at the bottom provides information about the communication with the server. Alarm icons with a pop-up notification to inform of active alarms on devices monitored by the Data Center Expert server or other external system server. Clicking the icon will open the Alarms pane with a list of the active alarms. Discoveries icon to inform of active discoveries from one or more ITO servers. Clicking the icon will open the Server Discoveries view, with a list of the active discoveries. The user name with which you are currently logged on to the system. The IP address of the server to which you are connecting. Status icon indicating the state of the server/client connection: red (network problems), green (normal network connection). Panes Different screen parts are referred to in this help as panes, for example Navigation, Genomes. Several panes have a dynamic Search box. In the Search box, start typing some characters of the equipment you want to see. As you type, the pane shows all items that contain the typed characters. You can use Boolean operators AND, OR and NOT to further scope your search. Right-clicking a pane's name tab allows you to change the size and location of any pane, and for a Layout pane, you can open a selected layout in multiple panes, or close that layout, or all layouts. You can resize, minimize, and maximize the panes to fit your preferences. A pane can be detached to have it open in a separate window. The panes will be resized in the active perspective without affecting the appearance of those panes in any other perspective. Tip Select Window>Restore Default Screen Layout to restore any screen parts to their default locations.

Navigation The Navigation pane lists the hierarchy of the data center model in a tree structure: Locations, rooms, rows, floor-mounted equipment placed in the rows, such as racks, and rack-mounted equipment placed in racks. The pane provides a hierarchical overview of the contents in the data center model placed in locations. It has dynamic search functionality: As you start typing in the Search box, the tree structure shows all equipment that contains the typed characters (you can use Boolean operators AND, OR and NOT to filter your search further). You can edit when you have selected Planning>Data Center in the Application bar and build the data center model to reflect the real-world infrastructure by adding new locations (such as regions, countries, cities) and room items to the hierarchy. Locations and rooms of different types can be added from File>New. New rows, floor and rack-mountable components can be added from the Genomes. You can move equipment between the different rooms (and locations) in the Navigation pane and Layout pane by dragging it or copy/pasting. Opening rooms side by side makes dragging equipment between them easier. To arrange rooms side by side, drag the tab of an open room off to the side of the main area. Rack-mountable equipment can be dragged from any rack in the Navigation pane to a store room, any rack in a selected rack layout, or any rack in the Navigation pane. Floor equipment can be dragged from any room in the Navigation pane to a store room, electrical room or any room shown in the floor layout, or any rack in the Navigation pane. Rack or floor equipment can be dragged from any room in the Navigation pane to any selected store room shown in the Layout pane. You can highlight any listed equipment by right-clicking it and selecting Show in Layout to highlight the selected Navigation pane device in the Layout pane. Double-clicking a room opens the selected room in the floor layout editor view. If a room is already open in the layout editor, right-click and select Open New Layout to open the selected room in the layout in a separate pane. You can use the right-click menu to access the most relevant options. For example: Right-clicking a location allows you to create, rename, and delete locations and rooms. Right-clicking a room allows you to open the selected room in a new floor layout editor, copy, paste, rename, and show properties. Right-clicking an item allows you to highlight it in the layout (Show in Layout), cut, paste, rename, show properties. You can delete equipment by right-clicking it and selecting Delete. Tip  You can add, move or delete multiple items at the same time by using Ctrl-click or Shift-click.

The ITA toolbar options depend on what part of the application is active and what add-on modules you have installed. When you are configuring the room layout in an editor, layout-specific icons are available such as move and add corners icons. 102237619_360037995614.png Saves changes made without exiting the display. 102237633_360037995614.png Undoes the last action that was performed, regardless of the active perspective. This function is identical to Edit> Undo. 102237731_360037995614.png Redoes the last action that was undone, regardless of the active perspective. This function is identical to > Edit> Redo. 102237239_360037995614.png Cuts the selected item or items. The selection is only marked for being cut and not actually cut away from its position until you paste it in another position. This function is identical to > Edit> Cut. 102237253_360037995614.png Pastes a selection of one or more items into this position. This function is identical to > Edit> Paste. 102237726_360037995614.png Opens the Configure Tags dialog box. 102237634_360037995614.png Opens the Genome Library from which to select products for the catalog. 102237607_360037995614.png Opens a new blank work order in the Work Order Editor in which to edit the work order. 102237608_360037995614.png Opens the list of discovered devices from external systems. 102237609_360037995614.png Opens the room layout for managing the floor and rack layouts (add, move, delete, or edit) for any room. 102237606_360037995614.png Opens the List View for managing any room (add, move, delete, or edit) in a table layout. 102237564_360037995614.png Opens the Power Path Layout for viewing a graphical overview of the power connections. 102237254_360037995614.png Opens the Map View for viewing a geographical representation of the data center infrastructure. 102237231_360037995614.png Opens the 3D View for viewing the data center temperature map in a 3D layout. 102237240_360037995614.png Toggles display of the control panel. 102237717_360037995614.png Opens a save dialog box to save a screenshot of the 3D layout.

Working with the Power Path layout The Power Path Layout shows a graphical overview of the power connections from UPS units to racks. Equipment with the same power path will be displayed in a group. Move equipment by dragging and dropping single pieces or groups of equipment or use the Marquee select tool to multi-select and move equipment. In solutions where e.g. a PDU is connected to a UPS in another room, the UPS will appear transparent in the layout. To make the UPS appear solid click 102237566_360038496793.png.   102237560_300x568_360038496793.png You can configure equipment through the properties dialog box as in the floor layout. To access properties on grouped equipment click the group in the layout and link view with selected equipment in the equipment browser. You can filter the content of the equipment browser according to your preferences. To reset layout to default layout click 102237543_360038496793.png. Note: this will reset changes to the graphical layout, not changes made in the properties dialog box.

You can work in IT Advisor simultaneously with other users without any issues. Some simultaneous edits may cause conflicts. The system handles these situations according to these specifications. General rule of thumb When you are in editing mode, your system will not be updated with any changes made by other users while you are editing. These changes will not be updated in your system until you save your changes or switch to Operations Data Center mode. For example, you and another user are both editing in Data Center Planning mode, making changes in the same room. You both save your changes. The user who saves their changes the first will not receive the changes made by the user who saves their changes the last. Changes to the Navigation Create Rooms If you and another user simultaneously create rooms in the same folder, you will be prompted with a multi-user conflict warning in the IT Advisor client. The user who saves their changes the last will lose their changes. Modify Floor Plan If you and another user simultaneously modify a Floor Plan, you will be prompted with a multi-user conflict warning in the IT Advisor client. The user who saves their changes the last will lose their changes. Changes to the same room or rack If you and another user simultaneously modify equipment in the same room or rack, your changes will be saved unless you modify the same equipment (see below). Changes to the same equipment If you and another user simultaneously modify the same equipment, you will be prompted with a multi-user conflict warning in the IT Advisor client. The user who saves their changes the last will lose their changes. For example, you have made a lot of changes during the last 15 minutes (without saving yet). One of the changes made to a rack conflicts with a change made by another user 10 minutes ago.  When you now save your changes, everything you changed in the last 15 minutes will be lost. You will be prompted with a multi-user conflict warning, indicating that there is a conflict and your changes will be lost. Tip If you are working in IT Advisor simultaneously with other users, save your changes frequently. This will reduce the amount of changes lost in case of a multi-user conflict.

Reviewing system preferences Accessing system preferences Define preferences according to your requirements e.g. enabling or disabling certain popup dialog boxes and changing unit of measurement used in the system. Select Tools>Preferences to access the Preferences dialog box. Review and change the settings in the available tabs, as required. The available preferences depend on the installation and licenses as some control settings of ad-on features. Setting system of measurement In the General tab Client Settings, select to use metric or US standard unit of measurements in the application displays. This affects for example if the floor dimensions are displayed in meters or feet. Linking to custom online help In the General tab Online Help Settings, set up a Custom URL to link to a custom user assistance source. When you select Help>Online Help, the system will open this link rather than the link to the default wiki-based user assistance provided for the application. If you leave this field empty, the system will default to the default wiki-based user assistance provided for the application. Showing or hiding confirmation dialog boxes In the General tab Display Confirmation Dialogs, clear the check boxes if you do not want confirmation dialog boxes to pop up in the application. Confirm before making changes to data center to prompt the user to confirm before saving changes. Confirm valid user settings on start-up to prompt users with administration rights when launching the application, requesting to confirm the user credentials for server communication. Note If you deselect to display this popup, you potentially risk missing alarms, because you will not be warned if the user credentials are invalid, and device and alarm data will not be available in IT Advisor. Enabling the customer experience program In the General tab Customer Experience Program, select to Enable Customer Experience Program. By participating in the program, you help making this software better by sending error and usage data to Schneider Electric. Your privacy will be respected, and the data will be used for internal purposes only to help the engineers identify and fix errors in the software to improve your user experience. Setting Energy Efficiency metric In the General tab Energy Efficiency Settings, select to use Power Usage Effectiveness (PUE) or Data Center Infrastructure Efficiency (DCiE) as energy efficiency metric in the application displays. This affects for example if the dashboard shows values as PUE or DCiE. PUE: a measure of the ratio of the total amount of power used by the data center facility to the power used by the IT load. DCiE: a measure which is expressed as the relationship between the IT load and the total data center input power. Showing or hiding tool tips In the General>Tool Tips tab, select the information to show in the tool tips. The selected information will be included as sections in the graphical layout tool tips. Tip Disable any irrelevant information to avoid big tool tips blocking your view of equipment while working in the layout.

Recommendations are displayed in the Recommendation pane to guide you as you design the data center model. It is not a goal in itself to clear all messages. It is, however, a goal to review your modeled design to make it reflect the real-world physical data center infrastructure as accurately as possible. Message types and severities Some messages are related to the model alone. For example, a message will appear if a connection has not been configured in the model between a PDU and its power supply. Some messages are related to the model and the real-world physical data with which the model is associated. For example, a message will appear if the measured load of a real-world physical device exceeds the estimated load for the object it was designed to represent in the model. Message types: Power 102237651_360038496033.png Cooling 102237646_360038496033.png General 102237645_360038496033.png License 102237665_360038496033.png Some messages are more severe than others. For example, potential issues with the power design are assumed to be more severe than general issues. If there is both a power message and a general message for as piece of equipment, the power message is displayed in the layout. Highlight and filter messages Highlight: To identify and highlight the component related to the selected message, right-click the message and select Show in Navigation or Show in Layout. Filter: To define which messages to show in the pane, toggle the filter. If the filter is disabled, all messages related to the entire solution are listed. If the filter is enabled, only messages related to the selected room or item are listed. Showing recommendations for selected equipment only How to filter the content of the Recommendation pane and display only the recommendations related to selected room or equipment. Click the Link view with selected equipment icon to enable this feature. 102237641_360038496033.png Select equipment in Layout or Navigation pane that you want to see in the Recommendation pane. Click the link icon again to disable this feature. 102237638_360038496033.png

Keyboard shortcuts Selecting Key Item Action Primary click Single item Select a single item Ctrl+click Multiple items Select multiple non-consecutive items Shift+click Multiple items Select multiple consecutive items Alternative: You can also draw a box around multiple items Copying and Pasting Key Item Action Ctrl+C Selection Copy selected item(s) If the selection includes multiple items, the coordinates will be preserved relative to each other. Ctrl+V Selection Paste selected item(s) at cursor position If the selection includes multiple items, the coordinates will be preserved relative to each other. Ctrl+X Selection Cut The selection is only marked for being cut, and not actually cut away from its position until you paste it in another position. Navigating Key Item Action Single-click Rack in floor layout Open the rack in rack layout Double-click Rack in floor layout Open the rack in rack layout and open the Properties dialog box for the selected rack Double-click  Item in the Navigation pane Highlight the selected item in the selected layout Double-click  Server in the Navigation pane Open the rack in the rack layout with the server highlighted Double-click Item in the Power Dependency view Highlight the selected item in the layout Double-click  Room in the Navigation pane Open the room in the layout (same tab) Ctrl+- Layout Zoom out Ctrl++ Layout Zoom in Ctrl+ Home Layout Zoom fit Ctrl+K Selection Show selection in the Navigation pane Ctrl+L Selection Show selection in the Layout F7 Open the Genome Library Alt+Enter Open Properties dialog box Ctrl+N Open New Room dialog box Editing Key Item Action Arrow Keys Selection Move selection 1/16 of a floor tile in that direction  Hold to keep moving it. Arrow Keys+Shift Selection Move selection by 1 mm Hold to keep moving it. Coordinate guides will appear. ESC Selection Interrupt move and return selected item to start position Ctrl+Shift+E Execute Planned Change (IT Advisor: Change feature) Ctrl+Shift+C Cancel Planned Change (IT Advisor: Change feature) Ctrl+S Unsaved actions Save Ctrl+Z Last action Undo Ctrl+Y Last action Redo Ctrl+R Selection Rotate selected item by 45° Ctrl+I Selection Flip selected item 180° Shift+Delete Selection Mark the selection for deletion Delete Selection Delete the selection

IT Advisor creates a consolidated view of your data center's physical infrastructure. Display of real-time device monitoring data from external systems as well as advanced model design recommendations and placement advice all enable quick assessment and resolution of potential critical situations.You can use the Application bar to navigate between the main parts of the desktop client. Operations for monitoring IT Advisors. Planning for planning the data center design, including planning for changes to the rack layout. Analytics for accessing analytics, such as status reports. Before you can get started using the application, initial system setup is required, including user administration, license and server management, external system setup for device monitoring and alarm data. Some of these options are available in the web client, some in the desktop client. More... When the system setup is ready, you can using the desktop client and start building the initial data center infrastructure and add to the inventory or import data to create a model in the application that represents the real-world physical infrastructure. More...   106207807_500x250_360037995474.png

Asset UIDs are visible in the IT Advisor desktop client version 9.2.3 and newer under General Preferences and can be copied/pasted.  Note: The Asset UID field is read-only. You can select it, but you cannot modify it.  To activate this feature, edit the *.ini file of the desktop client. This is a local configuration, so each IT Advisor user must make this change. Windows Go to C:\Program Files\EcoStruxure IT Advisor x.x.x\application. Open the EcoStruxure IT Advisor.ini file in a text editor, such as Notepad++. Add the following line: -DAsset.show.uuid=true Save the file. Restart the ITA desktop client if it is open. MacOS Go to Applications and right click EcoStruxure IT Advisor. Go to Show Package Contents > Contents > /MacOS. Open the eclipse.ini file in a text editor. Add the following line: -DAsset.show.uuid=true Save the file. Restart the ITA desktop client if it is open. AssetUUID_4409599635601.JPG