By default, any new display you create in PI Vision is private.
That means that only you can view and edit it.
But what if you wanted to share that display with your colleagues?
Or even allow them to edit it?
That’s what we’ll explore in the rest of this video.
In this video we’ll look at how to edit the display access settings and how you can
change display ownership if you are a PI Vision admin.
Let’s jump right in.
This is a display that I created and saved called “Tank Details Solution” through
the user account PISCHOOL\student01.
Now I’d like to share this display with my colleagues.
I'll navigate to the PI Vision homepage by clicking here and then find the display.
Okay here it is.
Like I said before, any new display created by a user is initially private.
You can tell a display is private by hovering over this profile icon here.
I can change this through the display settings here.
Down here is where I'll be able to specify who I want to share this display with.
For example, I can see world here.
By default, on the AF server everyone has the mapping to the world identity, and you
can use the world selection here to share displays with everyone.
For more information on “World Identity” check out the Live Library link in the description.
But you'll notice that I have several options here, so where does this list come from?
This list shows the user groups I can share the display with, because I also belong to them.
User groups are configured by a PI administrator using PI AF identities.
That’s why this list could look different to different users.
Let’s switch to student02 to see how that looks.
So now I’m logged in as student02.
Let’s go ahead and see what options student02 gets when trying to share a display.
There are a lot of similarities here, except that she can’t share with “Operators”.
And that’s because student02 is receiving different AF identities.
Now let me switch back to student01 to complete sharing the display.
So, I'll select world here but before I hit save I’d like to point out that still the
only person who will be able to make changes to the display is the display owner while
other users will only see the display in read-only mode.
I click save and switch back over to student02 to see this in practice.
So back to student02 and let's refresh.
Yes, here is the “Tank Details Solution” display.
Now that I've made the display public student02 can see it.
Let’s enter the display and try to make changes.
I’ll click the “Modify Display” button and attempt to remove this graph here.
So far so good.
But notice that if I click the save button, I’m getting the save as option instead.
Student02 is not going to be able to save the changes under the same name but can create
a new display under a different name.
And going back to the PI Vision homepage we can see the display I just saved is here and
student02 is the owner.
Another way to share displays, and actually do so in bulk is by using the PI Vision folder
structure.
So, let’s say I have this “Student01 displays” folder, and because I haven’t shared it,
student02 can’t see it.
If I edit the folder settings and add the world identity,
student02 can now see the
folder but NOT the contents, because the displays are still private.
If one last time, I edit the folder settings by checking on “propagate permissions”,
now both the folder and the contents are visible to student02.
But what if I wanted student02 to be able to edit the original display?
Well in that case I would need to reassign her as the display owner.
Let’s switch back to student01 and show you how that's done.
So here I am back to student01 and notice that the new version of the display that I
just saved as student02 is not available to me, because it hasn’t been shared.
Now in the display settings you'll see this display owner option which I can change to
student02.
So student02 is now the new display owner.
It’s important to point out that users who can change display owners are
part of the PI Vision admins windows group on the PI Vision server.
For more information on this have a look at the link in the description.
So, let's switch back to student02, refresh and see that now she is the owner of this
display.
This means she can go ahead and delete this table for example and save the display under
the same name, overwriting the original version.
However, if student02 tried to assign the display back to student01 you can see that
that option is not available.
But why is that?
Because she's not part of the PI Vision admins windows group like student01.
Sorry.
Finally, going back to student01, I might want to make it easier for others to find
this display by adding in helpful keywords.
I can do this here and simply separate them by semicolons.
And there you have it, we’ve explored sharing ownership of a display and made it easy as
PI to find with relevant keywords.
Do you regularly share your PI Vision displays?
Let us know in the comments.
For more information have a look at the links provided in the description
and before you go make sure to like
and subscribe and I’ll see you soon.