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Relevance User Manual

1. W Allow Transfer Location Options Page Allow Manually Selected Location Actions These are the actions you can manually select You can allow all or none e Allow Shadowing This allows a duplicate of the display to be shown on the mobile device e Allow Cloning This allows the user to launch the same applications as the location but using their Windows account e Allow Transfer This allows the display to be moved from the location to the mobile device The defaults are fine but you have the option to customize the settings as needed Select Next to continue Relevance User Manual 116 Select the display clients to use at this location Available Display Clients Selected Display Clients Edit Display Clients Ovenide Finish Cancel Help Terminal Server Selection Page Add the display clients you want on the Terminal Server Selection page This could be an HMI a maintenance record equipment manuals or combinations of these and other applications Select Next to continue Relevance User Manual 117 Windows Log In information Enter Windows usemame and password infomation Usemame Password Verify Password Domain Finish Cancel Help Windows Log In Information Page The Location will need a Windows user account entered in the Username field on the Windows Log In Information page You may us
2. l PXE ThinManager Manage Synchronize Settings Manage Access Settings ge Synchronize Serer Server List Accounts Passwords Resolvers Groups Packages Configuration Manage Active Directory l Relevance Attribute Location Identification Location Name Buildirig_C Location Description None Location Configuration E e Unassigned01 Inactivity Timeout Signal Loss Timeout Enforce Fencing for Sub Locations Inherit Parent Display Clients Reset Cloned Sessions at Logout Activate Location Display Client at Login Allow Local access Se ThinManager Server Allow Remote access Allow Location to be selected manually Terminals L m2ze gzik Location Using Fencing The Building C location was created as the parent group with Fencing Enforced You have to enter the Building_C location before you are allowed to access Line_09 or Line_10 Relevance User Manual 124 9 1 Parent Locations A Fence needs a parent location that authenticates a high level location that must be resolved before the child sub locations can become active The parent location can be configured without display clients and actions merely providing proff of location The applications and actions are delivered by the child sub locations Location Options Select Options for the location Relevance Id Signal Loss Timeout Activate ismi Client at Log In Inhert from parent Locat
3. Log In Information Page The terminal was assigned a user account to allow it to log in to the servers This is not needed because the user account is assigned to the location Clear the Username and Password fields Once the Username is cleared select the Finish button to complete the wizard Apply the changes Right click on the terminal in the tree and select Restart Terminal to load the new configuration Relevance User Manual 27 ee di age View Remote View Help Interactive Send Keys Scaledto Window Zoom In ah Go Full Screen Zoom Out Shadow Terminals R Configuration Modules Schedule Properties E Terminals Attribute Value E y 1_Terminal Loc1 a S H E 2 Terminal Loc_2 Login Username P 4_Terminal Loc_4 H 3 Terminal Login Domain G HMI 1 E E 4 Terminal Loc_4 Replaceable E Hg daa Allow Shadowing a Form03 A S2 Fomo 5 MultiMonitor Allow Interactive Shadowing Terminal Effects Show Status Messages Use Display Clients Display Clients Use MultiStation Video Settings Video Mode 10242768 GOH 64K Colors Locations on Terminals in Terminal Tree The application is now running on the location which is assigned to the t
4. 10 3 1 Create the TermSecure User without a Domain The Relevance User Configuration Wizard allows a Relevance User to be created and configured ThinManager 8 0 introduces Active Directory integration to the ThinManager system This allows you to use the Active Directory to create users Please see Create the TermSecure User with a Domain on page 146 You can uncheck the Active Directory checkbox to create Relevance users that are not tied to a Windows account TemSecure User Information Gey Enter Tem Secure usemame password and penission information s 4 Active Directory User Relevance User Infomation User Name Mike Fassword Venfy Password Fassword Options Group Setting Change Group Copy Settings Copy Settings from another User Pemissions TermSecure User Configuration Wizard To create a TermSecure User that is not an Active Directory user you first uncheck the Active Directory User checkbox Note This is not a Windows account but is a TermSecure account to be used within ThinManager Enter a name in the User Name field Enter a password in the Password and Verify Password fields Select the Permissions button to launch the Permissions window Note Relevance Access is based on the ThinManager TermSecure Access Groups This is why TermSecure is used in the wizards Relevance User Manual 144 TemiSecure Access Groups Available Member Of Maintenance Permissions Window Add
5. Terminal Name MobileO AGP Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANACGERP ITMC Select Configuration Select the ThinManager Server you want to register the Bluetooth beacon on Relevance User Manual 74 lt Settings Register Bluetooth Last updated 2 seconds ago ACP b86508af5990 RSSI 75 Last updated 1 seconds ago ngeE ASSI 76 Last updated 11 seconds ago Available Bluetooth Beacons The mobile device will search for the Bluetooth beacons and list them on the Register Bluetooth page Select the desired Bluetooth beacon Relevance User Manual 75 stand At Zone Entrance You have selected the beacon named ACP 00078068062E Please stand at the entrance to this zone Press continue when ready Continue Stand At Zone Entrance Dialog The mobile device will prompt you to go to the location that you want as the entrance point for the zone Select Continue Relevance User Manual 76 Please Wait Please stand still while registration is completing cancel Please Wait Message lt may take a few seconds to allow the device to read the signal strength to create the resolver data Relevance User Manual 77 Enter Location Description Cancel 1 2 3 f 4 5 6 7 8 9 0 AELE undo Enter Location Description Once the data has been collected and the Bluetooth beacon is registered you wi
6. Cancel Enter Location Description Once the data has been collected and the Wi Fi access point is registered you will be prompted to name the location Relevance User Manual 85 Success Successfully registered new identifier Success Dialog The program will confirm successful Wi Fi registrations Relevance User Manual 86 Education Annex Resolver Management Window The QR code will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s Relevance User Manual 87 5 4 GPS Relevance can use Global Positioning or GPS as a location resolver The iT MC program uses the build in GPS system to identify the location The Global Positioning System resolver type works well for outdoor areas It can be used to create a large Parent Location You set up so that you must be within the GPS area for other actions to take place When you assign the GPS resolver to a Location you can set the range for altitude and radius from your initial point This will give you the ability to create a rather large area for something like an oil field a large processing facility or an entire building complex You could also use it for finer resolution of individual buildings tanks pump jacks or other smaller outdoor areas As you assign these types of resolvers it would be best to try and avoid overlap of GPS areas i TMC Woul
7. Install Install includes common commands with icons for installing Firmware Packages Modules Licenses the TermCap database and Reports Relevance User Manual 7 Install Tools View Remote View G Cy Gy Reboot Server Calibrate Touchscreen g Enable L i w Power On R Send Message a Disable Restart Reboot W Power Off Power Terminal Operations Enable Disable Event Log Tools Tools include common commands with icons for Restarts Reboots Touchscreen Calibration Disabling Enabling and clearing the event log Install Tools View Remote View Help Status Bar tt C Disable Tab Reordering C Show Connected Only E C Disable Tab Tear Off Application Tabs a Options Interface Reports View View includes common commands with icons like Reports Applications and Tabs Reports open the Select Reports window Application lets you select the theme for the new ThinManager interface and Tabs allows you to pick the look of the detail pane tabs Install Tools View Remote View Help Interactive Send Keys Scaled to Window Zoom In a4 GO Full Screen Zoom Out Shadow Remote View Remote View includes common commands with icons like Interactive Scaled to Window Go Full Screen Send Keys and Connect Options Be careful with Go Full Screen This will make the shadowed terminal s image full screen Although this can be reversed by selecting the CTL ALT Break buttons it is often forgotten I
8. Register Bluetooth Beacon Register WiFi Access Point Sound Location Sounds User Sounds Toolbar Show Toolbar Show Menu Button Settings Page Select Add ThinManager Server to launch the Add ThinManager Server page Relevance User Manual 41 Add ThinManager Server Description Cobalt Primary ThinManager Server IP 10 Secondary ThinManager Server IP Add ThinManager Server Page Enter your ThinManager Server name in the Description field Enter the IP address of the ThinServers usually the ThinManager Server in the Primary ThinServer IP field Enter the IP address of a secondary ThinManager Server if you have one Select the Save button in the corner This will return you to the Settings page Select the Configurations button in the top left corner to return to the configurations screen Relevance User Manual 42 3 2 1 Associating the iPad to the Configuration Once the ThinManager Server is defined on the iPad you need to associate the hardware to the iTMC configuration you created Cobalt Primary 10 7 10 30 Secondary None Terminal Name Mobile06_PBS THINMANALCERP ITMC Defined ThinManager Servers The defined ThinManager Server will be displayed on the configuration screen Select the ThinManager Server You will be connected to the ThinManager Server Relevance User Manual 43 Pick Replacement af Cancel Ch Create new Terminal boua EI Production EB 0
9. Zoom Out oy GO Full Screen Shadow Locations Ee Locations t g Loc_1 ST HML1 ae Form03 g Loc_2 AEM El Form03 t g Loc_3 Eg MM H Forms i Loc_4 H E HM H Forms Send Keys Toals View Remote View Connect Options Connect Configuration Attribute Location Identification Location Mame Help Value L m m 1 Location Description None Location Configuration Inactivity Timeout Signal Loss Timeout Enforce Fencing for Sub Locations Inherit Parent Display Clients Reset Cloned Sessions at Logout Activate Location Display Client at Login Allow Local access Allow Remote access Allow Location to be selected manually 300 15000 HO TES NO HO Location with Assigned Display Clients The Location tree will show the created Locations and the display clients assigned to it Relevance User Manual 20 2 6 Adding a Location to a Terminal Now the newly created location needs to be attached to a terminal ea GLB CBG 2 Edit w Interactive Terminal Name Wey Scaled to Wind vi rare Enter the name for this terminal select the terminal group to which s 4 vy GO Full Screen this terminal belongs or choose to copy the configuration from _ another terminal Teminal Name Terminals 4 Tenninal Copy Settings from another Terminal Copy From B4k Col ha mih Ced Hep pe o gt Terminal Configuration Wizard Select the Terminal icon on the Tree S
10. 7 10 30 Secondary None Terminal Name Mobile06_PBS Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANALCIEH ThinManager iTMC Program Open the iTMC program on the iPad Select the Settings button on the bottom to launch the Settings screen Relevance User Manual 81 lt Main Settings Add ThinManager Server Delete ThinManager Server PASSWORD Set Password RELEVANCE RESOLVERS Register QR Code Register GPS Location Register Bluetooth Beacon Register WiFi Access Point Location Sounds User Sounds TOOLBAR Show Toolbar Show Menu Button Register Wi Fi Access Point Command on the Settings Page Select the Register Wi Fi Access Point command on the Settings page Relevance User Manual 82 lt Settings Select Configuration Cobalt Primary 10 7 10 30 Secondary None Terminal Name MobileO AGP Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANACGERP ITMC Select Configuration Select the ThinManager Server you want to register the Wi Fi access point on Relevance User Manual 83 lt Settings Register Access Point INFO BSSID 28 cf e9 84 4a a Tap Here To Register Available Wi Fi Access Points The mobile device will search for Wi Fi Access Points and list them on the Register Access Points page Select the desired access point Relevance User Manual 84 Enter Description Lineos
11. Airplane Mode OFF Vision Wi Fi ACP Kat VoiceOver Off gt E Bluetooth On Zoom Off gt Do Not Disturb OFF Large Text Off gt ig Notifications Invert Colors OFF Speak Selection Off gt k Sounds Speak Auto text OFF Automatically speak auto corrections and auto capitalizations a Brightness amp Wallpaper Hearing E Picture Frame Mono Audio OFF G Privacy L R ae iCloud Mail Contacts Calendars Adjust the audio volume balance between left and naht channels Learnin Physical amp Motor AssistiveTouch Off gt Accessibility Settings Select the Guided Access setting iPad gt 3 49 PM 55 M Settings Accessibility Guided Access ka Airplane Mode OFF Guided Access ON ha Wi Fi ACP Es Bluetooth On Cais a pea lable To start Guided ss h triple click the lind BGA in the app you wart to use Do Not Disturb OFF Set Passcode Notifications Set the passcode used when Guided Access is enabled General cp OCE Ky Sounds ao Brightness amp Wallpaper ij Picture Frame G Privacy a iCloud CJ Mail Contacts Calendars n Notes a Reminders J Messages Turn Guided Access on Select Set Passcode Enable Screen Sleep The screen will dim after a penod of inactivity Pressing the Sleep Wake button will put the screen to sleep immediately Guided Access Settings Relevance User Manual 170 Settings Guided Access ia Airplane Mode OFF Guided Access kl Wi Fi ACP o
12. and the user credentials of the mobile device Launch the iTMC application Select your ThinManager Server on the configuration screen to run your iPad as a terminal ScaniD Login Menu lt Main MobileO7_ACP THINIMAANIA SER PTAC ThinManager iTMC Main Screen The Main Screen has a menu bar at the top with lt Main Scan D Login and Menu Touch the ScanID button in the upper right to launch the Scan Identifier window Touching the Scan ID button will launch the onboard camera as the Scan Identifier window Relevance User Manual 111 lt Main Mobile06 ScaniD Login Menu Scan Identifier THIINIAAANIALSE PR N a Scan Identifier Window Scan the resolver associated with Clone Relevance will launch the display clients used at the location on the mobile device but using the mobile device account This gives a mobile user the same applications but with an independent session instead of sharing as in Shadow or taking it as in Transfer and Forced Transfer Relevance User Manual 112 os 4 pra HMI_New Leave ScaniD Login Menu r er p MIXING BOILERS TEMP ALARMS TRENDS MAINT Cloned Session Cloning will duplicate the sessions on the location but create them with the Windows user account of the mobile device Relevance User Manual 113 8 Unassigned Locations Deploy applications to locations that don t have assigned terminals The big change in application deployment in Relevance is that you no
13. can have display clients assigned to it permanently and then access others with Relevance This example will leave the display clients off of the mobile device to show the effect of Relevance more clearly Leave the Selected Display Clients list empty on the Display Client Selection page Select Next to navigate to the Relevance Options page Relevance User Manual 34 Select the types of Relevance Resolvers to use on this client Optionally choose an assigned location for this client Relevance Options S lt Assigned Location Change Allow selection of Location manually Enabled Resolver Types if Enable GR Code Location Ids Enable Bluetooth Locations Enable GPS Locations Enable Wi Fi Locations Resolver Update Interval Confirm before entering a location Relevance Options Select the Resolvers you want to use including the Allow selection of Location manually checkbox v You can start with one resolver and add the others as you deploy them or start with all the resolvers selected and remove the ones you chose not to use The central management of ThinManager and Relevance make changes to configuration easy Options e Allow Selection of Location manually This checkbox lets a location be selected manually from the mobile device menu If unselected you must use a resolver to select the location Enable Resolver Types e Enable QR Code Location IDs This checkbox allows the mobile device to scan QR c
14. the Education Annex Wi Fi network to access the sub locations A GPS location or Bluetooth beacon could have been used instead Relevance User Manual 128 9 2 Child Sub Locations Sub locations that are nested under a parent location must resolve the parent location before it can initiate the action of the sub location You can create a sub location in two methods The first method to create a sub location is to right click on the parent location select the Add Location command and launch the Location Configuration Wizard The created location will be nested under the parent location on ra Install Tools View Remote View Help te Restore Backup FXE ThinManager Manage Synchronize Settings Manage Access Settings E synchronize Server Server List Accounts Passwords Resolvers Groups Configuration Manage Active Directory Relevance Configuration Attribute Add Location coil Buildirig_C None Ctrl D H e Unassigned0 Inactivity Timeout Signal Loss Timeout Enforce Fencing for Sub Locations Inherit Parent Display Clients Reset Cloned Sessions at Logout Activate Location Display Client at Login Allow Local access Allow Remote access Allow Location to be selected manually Location Right Click Menu This picture shows the Add Location command Relevance User Manual 129 The second method to create a sub location is to add an existing location to the location Launch the Location C
15. the Search for AD User window Relevance User Manual 146 Search for AD User Window Select the Locations button on the Search for AD User window to choose a location This will launch the Select AD Location to Search window El Education local FI ACP Education 7 Computers 7 Domain Controllers 7 ForeignSecurityPrindpals H Managed Service Accounts i Program Data H TestOU 01 i ll SETS Select AD Location to Search Window Highlight the AD location you want to select the user from and select the OK button This will enter the location into the Locations field in the Search for AD User window Relevance User Manual 147 Search for AD User Window Location Selected Once the Location has been selected click the Search button to populate the user field with users from the highlighted location Search pburns Education local thinman2 Education local Search for AD User Window Users Highlight the desired user account from the Active Directory members and select the OK button This will enter the user account in the AD User Name field of the TermSecure User Information page Relevance User Manual 148 TemSecure User Information Enter Tem Secure usemame password and pennission information vy 4 IY Active Directory User Relevance User Information AD User Name Adam Brown Search l Copy Settings from another User Copy From Pemissions Finish Cancel Help T
16. the display e No This refuses the restoration of the display e More Time This sends a request to the location asking for more time The location gets a message with Yes and No that gives them the power to allow more time or to end the transfer 7 3 Transfer Transferring Transferring sends the graphic output of the location to the mobile device instead of the location This can be done automatically as Forced Transfer or set to require the operator to manually allow the transfer Launch the iTMC application Select your ThinManager Server on the configuration screen to run your iPad as a terminal lt Main Mobiled7_ACP a ScaniD Login Menu THINMANACCEPEPR ITME ThinManager iTMC Main Screen The Main Screen has a menu bar at the top with lt Main ScanID Login and Menu Relevance User Manual 107 Touch the ScanID button in the upper right to launch the Scan Identifier window Touching the Scan ID button will launch the onboard camera as the Scan Identifier window lt Main Mobile06 ScaniD Login Menu Scan Identifier THINMANACGCERP ITMC Scan Identifier Window Scan the resolver associated with Transfer A request for transfer will be sent to the location Main Mobile0 _ACP scaniID Login Menu Terminal Mobile Locl has 14 seconds to accept THINMANAGERiITMC Transfer Notification A message will be sent to the mobile device telling it that the location has to respond Relevance User Man
17. your Relevance Access Group to your created user by double clicking on the Access Group in the Available text box to move it to the Member Of list Select the OK button to accept the changes These are the only settings needed for a TermSecure User to unlock hidden applications a Relevance User name and membership in a Relevance Access Group The wizard has other settings that will be described in the next section Relevance User Manual 145 10 3 2 Create the TermSecure User with a Domain The first page of the TermSecure User Configuration Wizard is the TermSecure User Information page that creates the TermSecure User account ThinManager Active Directory integration allows a TermSecure User to have its Windows user account drawn from the Active Directory You allow ThinManager to store the password to streamline password management The first page of the TermSecure User Configuration Wizard is the TermSecure User Information page that creates the TermSecure User account Enter Term Secure usemame password and penission information TemSecure User Information lt 5 E User nna AD UserName L Copy Settings Copy Settings from another User Penissions TermSecure User Information Selecting the Active Directory User checkbox allows you to draw the user account from the Active Directory Select the Search button to begin the Active Directory process by launching
18. 14 Windows Log In information Enter Windows usemame and password information Usemame Password Verify Password Finish Window Log In Information Page A location with a display client will require a Windows username Enter a valid Windows username in the Username field Enter the password in the Password and Verify Password fields ThinManager 8 introduces Active Directory integration to ThinManager that is explained in detail in the ThinManager documentation The Log In Information page has Search Verify and Password Options buttons The Search button will open the Search for AD User window Relevance User Manual 15 mo Contains A UUt lt i lt SOCS Search Search for AD User The Search for AD User window allows you to reference users from the Active Directory Click the Locations button to choose where to select users El Education local E ACP_Education E Computers E Domain Controllers El ForeignSecurityPrincipals E Managed Service Accounts i Program Data Select AD Location to Search Clicking the Locations button will launch the Select AD Location to Search window Highlight the domain branch you want to use and select the OK button Relevance User Manual 16 Testu 01 Filter Contains Search for AD User Window Highlighting the domain branch you want to use and select the OK button will add the Location for the search Selecting the Search butto
19. 24 The procedure is Add Bluetooth beacons e Launch the iTMC program and select the Settings button e Select the Register Bluetooth Beacon command under Relevance Resolvers If you have more than one ThinManager Server defined you will need to pick the ThinManager Server you want the Bluetooth beacons registered e Select the desired Bluetooth beacon from the generated list e Enter a name and select Register The Bluetooth beacon will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s Relevance User Manual 71 Cobalt Primary 10 7 10 30 Secondary None Terminal Name Mobile06_PBS Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANALCIEH ThinManager iTMC Program Open the iTMC program on the iPad Select the Settings button on the bottom to launch the Settings screen Relevance User Manual 72 lt Main Settings Add ThinManager Server Delete ThinManager Server PASSWORD Set Password RELEVANCE RESOLVERS Register QR Code Register GPS Location Register Bluetooth Beacon Register WiFi Access Point Location Sounds User Sounds Show Toolbar Show Menu Button Register Bluetooth Beacon Command on the Settings Page Select the Register Bluetooth Beacon command on the Settings page Relevance User Manual 73 lt Settings Select Configuration Cobalt Primary 10 7 10 30 Secondary None
20. 5 MultiMonitor boccocoi E Mobileos PBS boccoocnd Mobile07_ACP baaa Pick Replacement A Pick Replacement window will be shown allowing you to select the newly created terminal configuration or to launch the Terminal Configuration Wizard by selecting Create New Terminal Touch your newly defined terminal to choose the configuration you created for the iPad This will tie the mobile device to the configuration in ThinManager Relevance User Manual 44 ITMC Would Like to Use Your Current Location Don t Allow OK FANN FAN gm m ees ayam ThinManager iTMC Home Screen The terminal will be connected logged on but no applications are running because we left that blank A dialog will open stating that TMC Would Like to Use Your Current Location This enables the GPS location tool v Allow the Use Current Location to enable GPS as a resolver on this mobile device Select the OK button to allow GPS as a resolver Relevance User Manual 45 Bio Configuring an Android for ThinManager The Android device needs to have the AndroidTMC client installed The AndroidT MC application can be downloaded from the ThinManager Download page at http downloads thinmanager com G 5 08 PM Barcode Scanner CS 89 A 1 i Partly sunny GOFF MON MAY 11 Alpharetta 9 Google Me ay U F E E D a ell LULO s i Bluetooth LE Sca Settings Barcode Scanner Drive ii 2 a ait P Contacts S
21. D ocan Main Menu Relevance User Manual 100 The Main Menu has a variety of functions Info This gives version numbers and lists gestures for navigating the program About This launches a dialog box with user and network information Login User this launches a dialog box for logging in as a TermSecure user Location Logoff This disconnects the mobile terminal from its location Scan Identifier This launches the code reader window Locations List This lists the locations that allow manual selection to let you choose a location manually Scan in Session This allows the scan window to act as a keyboard wedge to pull data into the session Hide Map When Zoomed Normally zooming on the screen provides a map so you can see what part of the screen you are looking at This hides the map during zooming 7 1 Shadow Shadowing duplicates the graphic output of the location and sends it to the mobile device Shadow Shadowing Launch the iTMC application Select your ThinManager Server on the configuration screen to run your iPad as a terminal Relevance User Manual 101 lt Main Mobile07_ACP ScaniD Login Menu THINIMAANA SER TMC ThinManager iTMC Main Screen The Main Screen has a menu bar at the top with lt Main Scan D Login and Menu Touch the ScanID button in the upper right to launch the Scan Identifier window lt Main Mobile06 ScanID Login Menu Scan Identifier THIN
22. MANACGCERP ITMC Scan Identifier Window Touching the Scan ID button will launch the onboard camera as the Scan Identifier window Position the camera over the resolver code Relevance User Manual 102 The device will read the code and act on it 2e GE Mobile_Loc1 Leave ScaniD Login Menu fl amp STEAM Sea MIXING BOILERS TEMP ALARMS TRENDS MAINT Shadowed Session on iITMC Client The iTMC client is now be shadowing the location because the resolver had the shadow action applied to it Press Leave to end the Shadow action 7 2 Forced Transfer ELGG Transferring Transferring sends the graphic output of the location to the mobile device instead of the location This can be done automatically with Forced Transfer or set to require the operator to manually allow the transfer Forced Transfer takes control without operator input Launch the iTMC application Select your ThinManager Server on the configuration screen to run your iPad as a terminal Relevance User Manual 103 lt Main Mobile07_ACP ScaniD Login Menu THINIMAANA SER TMC ThinManager iTMC Main Screen The Main Screen has a menu bar at the top with lt Main ScanID Login and Menu Touch the ScanID button in the upper right to launch the Scan Identifier window Touching the Scan ID button will launch the onboard camera as the Scan Identifier window lt Main Mobile06 ScanID Login Menu Scan Identifier OPAC gt THINMA
23. NACGCERP ITMC Scan Identifier Window Scan the resolver associated with Forced Transfer The display will be ported to the mobile device Relevance User Manual 104 B ze EE HMI_New Leave Scanio Login Menu MIXING BOILERS TEMP ALARMS TRENDS MAINT Transfer on the Mobile Device The display from the location will be moved to the mobile device The mobile user can end the transfer by selecting the Leave command form the top menu bar Relevance User Manual 105 When the action of the resolver is Forced Transfer the display at the location will automatically be transferred to the scanning iTMC client Information Info Gestures and app version info About IP Addresses TermSecure Info Location Info View Bluetooth Beacons View WiFi Access Point Actions Restore Location Restore the default location to this device Scan a relevance identifier to perform an action Forced Transfer at Location Amessage box will be displayed on the client to explain that the display is transferred You can recall the display with the Restore Transfer bution Select the Restore Location button at the location to recall the transferred display Location Logoff Allow transfer of location Loc_1 to another device Location Logoff Dialog Box The iTMC client will display a Location Logoff dialog box when a restoration is initiated Relevance User Manual 106 e Yes This allows the restoration of
24. THE WORLD S MOST POWERFUL THIN CLIENT MANAGEMENT PLATFORM ThinManager ALP www cthinmanager com 1 877 239 4287 Relevance for ThinManager 8 May 15 2015 Relevance User Manual Tz intr d ction to Relevante yrsa sec aecasctatecatceccepceasctens senda tesaessssqnevmccdenatseg stassatadeccsanneede arses etasedssenseteducesarsce 4 2 CONVETT an Existing SY Sle Mi xccieseescc cos scmsnsecsexncstnacseaidesncsiooeanausalonedscwanccndaxseeos EE EEE 4 2 1 Upgrading an existing ThinManager System cccccececcceccseseeeeeeseeeeeeeeeeeeeceeeseeaeseeeesseaeeeeeesnaaees 4 2 2 The ThinManager Interface ccccccccccsssecccssseeecsececsesseecseseceseaseeessaeeecseseeessaseessaneeessegseessseass 5 2 INONU a E EEE ajeniaucientaasaubsamconsinsiacsamencadansavonsiatiannesutiieadvosvendvandondonotateacs 7 2 4 Upgrading an Existing Configuration 2 cscs 5scakeciaseosesbiesdewedes caiedssnecausesabduinedsedesenes ealindcancomseiendewedast 9 25 Addmnga Location ssrin an ROEA eon eee ee ee ENEE eee eee 10 2 5 1 Location Configuration Wizard ccccccccccccccssesesecceeeeeeaeeeseceeeesesaaeeeeeeeeessueaeseeceeeeessuaaaeeeeeseesas 11 26 Ad mgaLocationto a Terminales ai i A a A 21 3 Using Mobile Devices to Interact with RElOVANCE ccccceeeecececeeeeeeeeeueseeeeeeseaseeeeeseaaeeeeessaaeeeseesaaees 29 3 1 Configuring Mobile Device in ThinManager cccccceseeeeeeeeeeeecaeeeeeececeeeeeeaeeseeeeeeeesaeseeeeee
25. anage Install Tools View Remote View Help E Restore n Backup l Manage Access Settings i Synchronize Server rL ds Resolvers Groups Packages Configu Relevance Locations Unrestricted All Users All Terminals All Locations Add Delete Cale Permissions Allow Location to be selected manually Access Groups There are four default access groups Unrestricted All Users All Terminals and All Locations You need to add additional access groups to use permissions to control applications and actions T Access Groups are created in the Access Group window Open it by selecting Manage gt Access Groups from the ThinManager menu Relevance User Manual 136 Unrestricted All Users All Terminals All Locations Edit Add Delete Cale Permissions Access Group Window with Default Groups The Access Group window shows the default Access Groups Select the Add button to open the Access Group window Enter Group Name Maintenance Select Windows Security Group Cancel Edit Members Access Group Popup Enter the name of the Access Group you wish to add Maintenance is used in this example Select the OK button to add the group Relevance User Manual 137 Unrestricted All Users All Terminals Maintenance Edit Add Delete Cale Permissions Access Groups Window The Access Groups window will show the added TermSecure Access Groups 10 1 1 Create Access Group usi
26. and accept the configuration Relevance User Manual 122 lt Main Zoned3 Leave ScaniD Menu Form02 Zone03 j THINMANACGERBR ITMC Display Clients Launched by GPS Launch the iTMC client The display clients will appear on the mobile device once the resolver is triggered either by scanning a QR code or bar code or entering within the range of the Bluetooth beacons Wi Fi area or GPS zone This allows you to deploy applications without deploying permanent terminal hardware Relevance User Manual 123 9 Fencing and Sub Locations Fencing is a hierarchy that allows to organize locations by nesting locations within locations This can be useful for organization but it also allows control of access through Fencing Fencing allows you to create a location that has to be entered or authenticated before you can access the sub locations It is a way to ensure the user in in the right location before they can access a display client or action Fencing is useful to make sure the worker is in the area they are supposed to be A worker can t take a photo of a QR code or bar code and log in at their desk with this method Fencing can force them to enter an area controlled by Bluetooth beacons Wi Fi access points or GPS before they can scan the QR code or bar code v Fencing is best initiated by Bluetooth beacons Wi Fi Access Points or GPS Manage Install Tools View Remote View Help cee Sf El gi a R 19
27. cation with four QR codes each with their own action Scanning a code will initiate the associated action Force Transfer Relevance User Manual 99 T Interacting with the Location The iTMC client can be used to interact with the location by scanning the four resolvers configured with different actions in the previous example The iTMC window has a menu bar at the top with several command buttons eee Mobile_Loc1 Leave ScanlD Logln Menu iITMC Menu Bar The buttons are from right to left Switch The cascaded square icon will allow you to switch between two or more Display Clients Full Screen The four arrow icon will make the display client full screen Touching the screen with three fingers will restore the view Keyboard The keyboard icon will launch an on screen keyboard Name The center space will show the name of the terminal the name of the Relevance user or the name of the display client depending on the state of the terminal Leave This will end the action that was initiated by the original scan Scan ID This will open the Scan Identified window to use the scanner Login This opens the Relevance login window to allow you to login with a Relevance user name Menu This will launch the Main Menu screen Touch the Main Menu button to launch the main menu Cancel Main Menu View Bluetooth Beacons View WiFi Access Point ACTIONS Login User Leave Location scani
28. d Like to Use Your Current Location Don t Allow OK EnA NT ae Ne F ami m ee a V F a ThinManager iTMC Home Screen When a mobile device first connects to ThinManager to receive its configuration a dialog will open stating that TMC Would Like to Use Your Current Location This enables the GPS location tool v Allow the Use Current Location to enable GPS as a resolver on this mobile device Select the OK button to allow GPS as a resolver See Fencing and Sub Locations on page 124 Relevance User Manual 88 The procedure for using GPS is e Allow GPS on the mobile device and in the iTMC program e Launch the iTMC program and select the Settings button e Select the Register GPS Location command under Relevance Resolvers If you have more than one ThinManager Server defined you will need to pick the ThinManager Server you want the QR code registered e Select the location to register e Enter a name for the location e The GPS location will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s Cobalt Primary 10 7 10 30 Secondary None Terminal Name Mobile06_PBS Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANALCERP ITMC ThinManager iTMC Program Open the iTMC program on the iPad Select the Settings button on the bottom to launch the Settings screen Relevance User Manual 89 lt Main Setting
29. defining a terminal configuring it with applications and a user account This allows the operator to access the applications needed ThinManager Application User Operator Terminal Display Client Account Station LUE ThinManager Deployment The new Relevance method will add a location The application and user account will be added to the location Terminal Location Application User Operator Station First Relevance Deployment The first task is to create a location and re apply the application and user account to the location which will then be assigned to the terminal Relevance User Manual 10 2 5 1 Location Configuration Wizard Open the Locations branch by selecting the Location icon the globe in the Tree Selector at the bottom of the tree Cr Cie Ee oe Edit Ma w Interactive Enter Name for this location Scaled to Window ao Go Full Screen Shadow Locations Copy Settings from another Location Copy From Location Configuration Wizard Right click on the globe Locations icon in the tree and select Add Location to open the Location Configuration Wizard Name the location Select Next to continue Relevance User Manual 11 Select Options for the location Options Inactivity Timeout 3 in Relevance Id Signal Loss Timeout Activate Display Client at Log In Enforce Location Fencing Inhert from parent Locations Rese 1 Sessions on Logout Allow Location to b
30. e Relevance User Manual 23 Select the types of Relevance Resolvers to use on this client lt Optionally choose an assigned location for this client Assigned Location T 2 a lear Options if Allow selection of Location manually Enabled Resolver Types i Enable GR Code Location Ids i Enable Bluetooth Locations i Enable GPS Locations W Enable Wi Fi Locations Resolver Update Interval 2000 ms Confim before entering a location mh const Hob Relevance Options Page Select the Options before choosing a location Once the Location is assigned the Options are locked v Select the Options before choosing a location If you need to change an option you can clear the location with the Clear button change the option and then re assign the Location The Options include e Allow Selection of the Location manually This will let the user select the location manually from a menu on the mobile device If this is unselected then the user must use a Resolver Enable Resolver Types Relevance has several methods of resolving the location to allow specific applications to get sent to specific locations e Enable QR Code Location Ids This allows the scanning of a QR code to determine the location e Enable Bluetooth Locations This allows the use of Bluetooth beacons to determine the location e Enable GPS Locations This allows the Global Positioning System of the mobile device to determin
31. e in the Location Name field and select Next Relevance User Manual 154 Select Options for the location Options Relevance ld Signal Loss Timeout Activate Display Client at Log In Enforce Location Fencing Inherit from an Locations Allow to 7 Location Options Choose your options on the Location Options page of the Location Configuration wizard Leaving the Allow Location to be selected manually checkbox unchecked forces the user to use a resolver to access the applications Select Next to continue Relevance User Manual 155 Select the display clients to use at this location Available Display Clients Edit Display Clients Finish Cancel Help Terminal Server Selection Page Add the desired display clients to the Selected Display Client list on the Terminal Server Selection page In this example the HMI_1 display client is unrestricted but the Form01 is restricted to members of the Maintenance Access Group as shown in Using Permission to Restrict an Application on page 152 Select Next to continue Relevance User Manual 156 Windows Log In information Enter Windows usemame and password infomation Finish Cancel Help Windows Log In Information Page of the Location Configuration Wizard A location with display clients requires a valid Windows user account Enter one in the Username field and add the passwords Select Next to continue Relevance User Manua
32. e selected manually 7 E lw wt F mn men o Location Options Page The Location Options page has several configurable options that control the remote access Inactivity Timeout A Relevance user will be logged off after this interval if inactive Relevance ID Signal Loss Timeout This is the interval before a Relevance user is logged off due to lack of a signal Activate Display Client at Log In This brings the display client to the forefront when the Relevance user logs in Enforce Location Fencing This controls access in an area with nested locations If local fencing is enforced the user has to be within the fence to access the sub locations Inherit from parent Locations This allows nested sub locations to inherit the parent display clients Allow Local Access This allows a Relevance user to access the location from that location Unchecking this will only allow remote access Allow Remote Connection This allows a Relevance user to access the location from a remote site Unchecking this will only allow access at the location Reset Cloned Sessions on Logout This will close any cloned sessions once they are disconnected Relevance User Manual 12 e Allow Location to be selected manually This allows a location to be manually selected Unchecking this will require the Relevance user to use a Resolver like QR Codes Wi Fi or Bluetooth to initiate the location access Chec
33. e the Search button to use an Active Directory user as described in Location Configuration Wizard on page 11 Select Next to continue Relevance User Manual 118 Relevance ID Selection Page Select the Add button to add the resolver on the Relevance ID Selection page and add an action Relevance User Manual 119 Location Configuration Wizard Assign Relevance Resolvers to this location Only Show Unassigned Resolvers Resolver Name Education Office Resolver Description Choose a Relevance Resolver Page Select a resolver from the Resolver Name dropdown Chose the action from the Choose Action dropdown Select OK to accept the configuration There is a Settings button for the resolvers Relevance User Manual 120 Rol to Log In RSSI to Log Out nai Bluetooth Resolver Settings The Bluetooth Resolver settings show the signal strength that was measured when the Bluetooth beacon was registered as the RSSI to Log In The log out strength is automatically added as the RSSI to Log Out ous 34 104076 Longitude 84 24043 Altitude Location Radius Location Altitude Range GPS Settings The GPS setting shows the Latitude Longitude and Altitude that was measured when the GPS was registered The Location Radius and Location Altitude Range are added automatically Relevance User Manual 121 Selected Resolver Once a resolver is added you can click Finish to close the wizard
34. e the location e Enable Wi Fi Locations This allows the signal strength of Wi Fi access points to determine the location Each method selected will require configuration to associate a location with the Resolver data Relevance User Manual 24 Select the Change button to open the Select Location window E Locations Cancel Loc 1 Select Location Window The created Locations will be displayed in the Select Location tree Highlight the desired Location and select the OK button Relevance User Manual 25 Select the types of Relevance Resolvers to use on this client s y Optionally choose an assigned location for this client amie Allow selection of Location manually Enabled Resolver Types IY Enable GR Code Location Ids IY Enable Bluetooth Locations V Enable GPS Locations I Enable Wi Fi Locations Resolver Update Interval Confirm before entering a location Location Assigned Once the Location is assigned the Options are locked v Ifyou need to change an option you can clear the location with the Clear button change the option and then re assign the Location Once the location is assigned select Next and navigate to the Log In Information page Relevance User Manual 26 Enter the log in information to log in automatically Leave the log in information blank or fill ony some of the fields to force manual log in Log In Information SS Usemame Password Verify Password Domain
35. ecccceeeecessceesseceecseaeeeeessaaaeeeeesseaaeeessuaeeeesssaaeeeess 143 10 3 1 Create the TermSecure User without a DOMAIN ccccccceeceeeeeeeeeeeeeeeeeesaaeeeeeesaaeeeeeeeas 144 10 3 2 Create the TermSecure User with a Domain cccccccseeeeeeeeeeeeeeeeeeeeeeeeeesaaeeeeeeesaaeeeeesenas 146 11 Creating a Location with Restricted Applications ccccccseccccccsseeeeeeeseeeeeeeeseaeeeeeeeesaaeeeeeessneeees 152 11 1 Using Permission to Restrict an Application ccccceecseeeeeeeeeeeeeeeeeeeeeeeeeeeesaaeeeeessaaeeeesessaneeeees 152 11 2 Adding a Restricted Application to a Location 0 0 00 cciee cece cece ee eee eeee rete eee eaaeeeeeeeeeeeeeaaaaeeeeeeeeeaaas 154 11 3 FRIGHT IE OG CUS I cx ccapsasannecuassausedsasaenejeseanncisnvasaaucesmsaussananccuotaaocauseneeceatacanactncsusaaseracqaieernessieare 159 12 One QR Code Multiple Actions cccssssssssssssseeeeesseeeesseseeesesseeeesesessessesseeseeseseeeseeeeeeeeeeeeeees 163 13 Calculating PErMiSSIONS cccccccccccccesseeseseeseeeeeeeeeeeeeeeeeesaauaausssaeeeeeeeeeeeseeeseseaaaaaaagseseeeeeeeeeeeeees 166 14 TermMon ActiveX and Relevance ccccccccssseeeceeeeeeceeeeeeeeeeeeseeeeeeseaseeesseeeeseeseeeseaseeessneeesaaaees 168 TO Guided ACCESS on UNS PAUE E ESE ENGE 169 Relevance User Manual 3 1 Introduction to Relevance Relevance is mobile computing based on location This isn t just sending an application to a m
36. ed Access and turning it off Relevance User Manual 172
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38. eeseaaas 30 3 2 Configuring an iPad for REIOVANCE ccccccccssesseeccceeeeeeeeeseeeeeeeeecaaeesseeeeeeesssuaaaeeeeeeesessaaaeeeeeeees 39 3 2 1 Associating the iPad to the Configuration cccccccseseeeccceeeeeseeeseeeeeeeeesaeeeeeeeeeeeessaeeeeeeeeeeeeaas 43 3 3 Configuring an Android for ThinManager cccccccccceeseeseeeeeeeeeeaeeeseeeeeeeeesaeeseeeeeeeeesseaeeeeeeeeeesaas 46 4 Manual Interaction With Locations ccccccceeseeeceeeeeeeseeeeeeceeeeesaeeeeeaaeeeessaeeessaeeeesaeeeessaeeessenseeessaaes 50 Mi ON COW aa bets dioalstencaamhesadcciealveatodaubiouctate edie aaentecesilsoutadecetene A a 51 Ae TONS e E E E E E E E S 5 7 A21 Fransieratihe EO CAO sraveniinsecesstcaraecetucenoutndinenvaiaiesmdecunstantgarsnancunastncudinshnaautentedsaenesunsicasnanales 60 Aa ne ee me ge nee ere eee 62 5 Using the Mobile Device to Add Resolver Codes cccccccccccesseeeeceeeeeeeesaeeeeeeeeseeaeeeeesssaaeeeeseeaaaees 65 Dde OR CGOIC enra a AE E E EAE T E E E E 65 o2 Blueto ih BOACONG seansen a R A A a E RARAS 71 Dies WE PACOS FONS ras nesazastanncunnisensiancssuyanactsanaavsanpaseunaapeiaunsannesdtuacesashsenssianietnernthoasantuomadeivase aces 80 A cats eo ee ee ane ne eee eee Tee ee an eee ee 88 6 Adding Actions to Resolver Codes cccccssesecccceeeeceaeeseeeeceeeeeeueeeeceeeeessaeeeeeeeeeeeesseaaseeeeeeesessuaaeeeeeeees 96 7 Interacting with the Location cccccccccseeeeeee
39. egister button Relevance User Manual 69 Success Successfully registered new identifier Successful QR Code Registration The dialog will tell you if the QR code registered successfully Relevance User Manual 70 OR Code OR Code OR Code Resolver Management Window The QR code will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s 5 2 Bluetooth Beacons ACP supports Bluetooth Beacons that use the Bluetooth Low Energy LE standard which is part of the Bluetooth Core Specification Version 4 0 In order to work with these beacons your mobile device also needs to support Bluetooth Version 4 0 or newer In the case of an iPad this would be any iPad regular Mini Air that uses the Lightning new small connector To add new beacons to the system you can use the mobile device to find them and add them in a manner similar to the other resolvers In the case of these devices you stand at the entry point and allow the device to get a few readings so that it can get an average measure of the signal strength at that point lt will automatically add 10 to this number for the exit point You can adjust these in ThinManager in the Manage Resolvers section Relevance can use Bluetooth beacons as location resolvers These need to be Low Energy Bluetooth beacons that provide a unique name in the Advertising Packet See Fencing and Sub Locations on page 1
40. elector at the bottom of the tree to open the Terminals branch Highlight a terminal and double click or select Modify to open the Terminal Configuration Wizard Relevance User Manual 21 Terminal Mode Selection Select the operating modes for this terminal Teminal Mode Iv Use Display Clients Enable MultiMonitor Enable MultiStation IW Enable Relevance User Services W Enable Relevance Location Services Terminal Mode Selection Page Navigate to the Terminal Mode Selection page There are two Relevance checkboxes Enable Relevance User Services This uses the ThinManager TermSecure Access to control access to applications Enable Relevance Location Services This allows the terminal to use Locations in its configuration v Check the Enable Relevance Location Services checkbox to use Locations Select Next to navigate to the Display Client Selection page Relevance User Manual 22 Display Client Selection Display Client Selection Select the Display Clients to use on this terminal Select the Display Clients to use on this terminal Edit Display Clients Ovenide mah coe te mah m te Remove Display Clients on the Display Client Selection Page Remove the existing display clients from the terminal by highlighting them and selecting the left arrow button The user will access the display clients through the location not the terminal Select Next and continue to the Relevance Options pag
41. enus The menus of ThinManager use the Microsoft Outlook ribbon but contain similar functions as previous versions This is a brief description Many of these functions will be explained in greater details in the sections of the manual that cover setup and configuration j Edit Manage Install Toals View Remote View Help head ThinManager Server EducationDC01 Remove a iAdd K Add Group Q Find Ctri F fd Add ThinManager Server Refresh 7 Lock Modify l O Ph Disconnect Unlock k Delete Edit Rename Find Next Fa Edit Edit includes common editing commands and buttons to Add ThinManager Servers Remove Refresh and Modify There is a Find and Find Next button to allow you to search the tree Tools View Remote View Help te Restore eo Backup se l PXE ThinManager Manage Synchronize Settings Manage Access Settings me synchronize Server Server List Accounts Passwords Resolvers Groups Configuration Manage Active Directory Relevance Manage Manage includes common management commands with icons for Packages PXE Server ThinManager Server List DNS Web access and TermSecure Access Group management The Manage IDs is a new feature to manage Location IDs for Relevance Edit Manage Install Tools View Remote View Help Firmware a Boot Loader E a Modules amp Chain Loader Firmware Licenses TermCap Package Database Packages Boot Files Licensing TermCap Reports
42. er Server A g Refresh Modify Pod Disconnect of Unlock ig Delete ThinManager Server Edit ThinManager Server Configuration Licenses Properties Versions synchronization BA ThinManager Servers Vattribute Value 24 EducationDcol 7 6 Name EducationDC0 Unknown Terminal Configura Allow Unknown Terminals to connect YES Authentication Required for Replac None Allow Automatic Terminal Creation YES Automatic Terral Creation Mask AutoT err Allow Off line Replacement ES Allow Replacement Only with Like NO Allow Terminal Creation during Repl TES Event Log Contiguration Maintain Historical Log Data days Maintain Event Log days Event Configuration SMTP Server ThinManager Interface The ThinManager Interface has several components 1 Application Button This launches the ThinManager Server Configuration wizard to configure global ThinManager settings 2 Quick Access Toolbar This lets you add icons of commonly used tasks from the menu bar like Restart Send Message Modify Backup and Shadow Select the Quick Access drop down arrow to customize this tool bar 3 Menu Bar The menu bar separates the functions into categories 4 Ribbon Bar The menu bar now has the ribbon with icons for the functions The ribbon can remain visible or hidden when unused This is controlled by the Minimize the Ribbon command on the Quick Access drop down arrow menu 5 Detail Pane Tabs The Detail Pane has tabs that al
43. ermSecure User Information Window This shows an Active Directory user in the AD User Name field Select the Permission button to apply membership in Access Groups as shown in Create Access Groups on page 136Error Bookmark not defined Select the Finish button if you only need a Permission applied Select the Next button if you want to apply user specific display clients Relevance User Manual 149 Active Directory Password Password Maintenance Options Password Maintenance Allow ThinManager to rotate password 7 Minimum Fassword Length Maximum Password Length Rotate Password every Please verify account into ced te Active Directory Password Page The Active Directory Password page has an Allow ThinManager to store password checkbox If this is unchecked then ThinManager does not store the account and you must enter a password each time the session logs on This is fine if you are logging in with a TermSecure password anyhow If the Allow ThinManager to store password checkbox is checked then you can have the Windows password stored in ThinManager This allows a fingerprint scan to send the Windows password automatically for authentication If the Allow ThinManager to store password checkbox is checked you can use the system defaults or uncheck the Use System Default Password Settings to customize the password settings The password settings include Password Complexity Requirements e Minimum Password Le
44. erminal The tree will show location icons to show what display clients are from the location In this example the terminals are using locations The 3_ Terminal doesn t show locations because it is an older Package 5 terminal and Relevance requires Package 6 or later v The user should see no difference in the application deployment using Locations than when the application was assigned to the terminal Relevance makes changes when a mobile device is added to the system Relevance User Manual 28 3 Using Mobile Devices to Interact with Relevance Adding a location to a terminal doesn t seem like it makes any difference The application runs the same on the terminal versus a location on a terminal The difference is the interaction a user can have with that location using a mobile device Relevance uses Resolvers to define the location e Manual Selection This allows user select the location manually from a menu on the mobile device QR Code QR codes can be created to define a location Bluetooth This allows the use of Bluetooth beacons to determine the location GPS This allows the Global Positioning System of the mobile device to determine the location Wi Fi This allows the signal strength of Wi Fi access points to determine the location iBeacon This is an Apple version of Bluetooth Resolvers are identified and marked using the mobile device so it is important to configure a mobile device for ident
45. ese can be read quickly and easily There are many programs which generate them including free sites on the web QR Codes provide pinpoint location as you need to be at the QR code to read it This allows you a high degree of granularity in your configuration You can put QR Codes anywhere and not worry about overlap of signals or interference One issue with QR Codes is that they are easy to copy If you rely on Relevance to make sure an operator is in a particular location when you have some doubt about their trustworthiness then QR Codes would likely need to be coupled with other devices like Wi Fi GPS or Bluetooth to provide some nesting or fencing as we ll explain in detail later The iTMC program and AndroidTMC use the build in camera as a scanner to read the QR codes The procedure is e Create the QR codes e Launch the iTMC program and select the Settings button e Select the Register QR Code command under Relevance Resolvers If you have more than one ThinManager Server defined you will need to pick the ThinManager Server you want the QR code registered e Scan the QR code in the camera window e Enter a name and select Register e The QR code will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s Relevance User Manual 65 I QR 01 Sample QR Code Cobalt Primary 10 7 10 30 Secondary None Terminal Name Mobile06_PBS Blue21 Prima
46. ess Successfully registered new identifier Success Dialog The program will confirm successful GPS registrations Relevance User Manual 94 Wi Fi Access Point Education Office Bluetooth CIEE 7 ae OR O1 OR Code ae QR O2 OR Code ais QR 03 OR Code Resolver Management Window The GPS location will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s See Fencing and Sub Locations on page 124 Relevance User Manual 95 6 Adding Actions to Resolver Codes The Resolvers can be applied to a location and can have an action associated with it so that using a resolver will launch a particular action Select a Location tree from the Tree selector at the bottom of the ThinManager tree o CLEP Edit Manag k E Restore E w Backup Location Name z Enter Name for this location ettings kE Synchronia and unde a This must be a unique name using letters numbers hyphens f 9i H Form03 Location Configuration Wizard Double click a location to open the Location Configuration Wizard Relevance User Manual 96 Assign Relevance Resolvers to this location Relevance Resolvers Relevance Resolver Selection Page Navigate to the Relevance Resolver Selection page Select the Add button to open the Choose a Relevance Resolver window Relevance User Manual 97 On
47. ess Groups window Relevance User Manual 166 Effective Permission Ec Select a Terminal Select a User Select a Location Visible Display Clients Terminals Users Locations 01_UNO_2053E ik Boiler Room 02_Arista6824 i Os EI Building _C 03_Advan tech5820 Qui Loc_t 04 PME Termtek L Steve Loc_2 Loc 3 F Loc_4 Mobile _PBS Loc_5 El Production i Zoned 3 Clear User Clear Location Effective Permission Window There are four columns Select a Terminal Select a User Select a Location and Visible Display Clients Highlighting members of selection lists will show the display clients that will be visible in the Visible Display Client column The Clear User and Clear Location buttons will clear the fields and allow you to test another combination The OK button closes the window Relevance User Manual 167 14 TermMon ActiveX and Relevance ACP has an ActiveX Object that customers can use to integrate their ThinManager system with their other software applications This is done by embedding the ActiveX object into the application then working with the events methods and properties that are provided Most often this is used for customers that have Automation HMI products such as Rockwell FactoryTalk View or Wonderware InTouch With this ActiveX customers can get information about the terminal sessions that are running users that are logged in and the current Location for Relevance application
48. f you go full screen and forget the key sequence use ALT F4 to close ThinManager It will close the full screen session Help includes About ThinManager which shows the version and build number of ThinManager Relevance User Manual 8 2 4 Upgrading an Existing Configuration The current configuration in the example was created in ThinManager 7 and upgraded to ThinManager 8 Each terminal is logging in with a Windows account and is running two display clients HMI_New and either Reports or Form03 Edit Manage Install Tools View Remote View Help Interactive Send Keys scaled to Window Zoom In oie Go Full Screen Zoom Out Shadow Terminals Repor Configuration Modules Schedule Properties E Terminals Attribute Value H 1_Terminal H 2_ Terminal Login Username H 3_Terminal Login Domain A 4_Terminal Replaceable YES ES HMI_I Allow Shadowing YES H B Form03 a Allow Interactive Shadowing YES 5 MultiMonitor Termal Effects YES Show Status Mersages YES Use Display Clients YES Display Clients i Htl Forms Use MultrS tation NO Video Settings Video Mode Terminal Tree The terminals can continue to run in this configuration but they don t gain any of the Relevance features or functions Relevance User Manual 9 2 5 Adding a Location In ThinManager you deploy applications by
49. g settings Application QR Action Loc_1 HMI New QR 01 Shadow Quality Formo1 QR 01 Transfer Maintenance QR 01 Force Transfer Foremen QR 01 Clone Supervisor If a Supervisor scans QR 01 they will clone the application and run it with their own Windows account If a Quality member scans the QR 01 code they will be able to shadow the location leaving control with the operator If a Maintenance member scans QR 01 they will transfer the application to their mobile device once the operator allows it If a Foreman scans the QR 01 code they will immediately transfer the display from the location to their mobile device so that they can take their application with them when they roam through their section Relevance User Manual 165 13 Calculating Permissions lt is easy to lose track of the permissions as your system expands and more functions and features are added Relevance has a Permission Calculator to help Open the Access Groups window by selecting Manage gt Access Groups A Eeg ThinManager v8 0 al i kai E we ie Edit Manage Install Tools View Remote View Help i i Restore e Backup PXE ThinManager Manage Synchronize Settings ee synchronize Server Server List i Accounts Passwords Packages Configu Users Unrestricted All Users All Terminals All Locations Maintenance Supervizor Quality Domain Admins Access Groups Window Select the Calc Permissions bution on the Acc
50. guration on your Primary ThinManager Server by selecting Manage gt Backup Configuration This will give you an unsynchronized backup configuration if something goes wrong Install the ThinManager software on each ThinManager Server using the Install Mode either using the Install Application on Terminal Server on a 2008 2012 server or with the change user install command Synchronize your ThinManager Servers once they are both updated if they were synchronized before Synchronize at Manage gt ThinManager Server List gt Auto synchronization Selection and check the Automatic Synchronization checkbox Update the ThinManager license with a license that contains Relevance by going to the ThinManager License site and reactivating your master license with the updated installation ID The master license and installation ID are found in the Licensing window that is opened by selecting Install gt Licenses from the ThinManager menu Relevance User Manual 4 2 2 The ThinManager Interface The ThinManager interface was changed in ThinManager 7 0 to a style based on the Microsoft Outlook template This section will lead you through the important sections You may find specific information by pressing the F1 key while in the ThinManager program b AC it Manage 5 Install Tools View Remote View Help kai ThinManager Server EducationDO01 r Remove E fe Add ce Add Group Find Ctrl F 5 Lock Rename Find Next F3 Fd Add ThinManag
51. ifying the resolvers in Relevance Note The iTMC application can be installed for free from the Apple App store The AndroidT MC application can be downloaded for free from the ThinManager web site at http downloads thinmanager com Relevance User Manual 29 3 1 Configuring Mobile Device in ThinManager A configuration needs to be created in ThinManager so that the mobile device can join the system as a terminal C4 Bee e b i Edt E Interactive re Terminal Name Scaled to Wi vi Enter the name for this terminal select the terminal group to which ae Go Full Scree this terminal belongs or choose to copy the configuration from another teminal Terminals Terminal Name Mobie0 ss This must be a unique name using letters numbers hyphens E fic Copy Settings Copy Settings from another Terminal Copy From Pennissions stalled F Finish Cancel Help ThinManager Terminal Configuration Wizard Open ThinManager Select the Terminal icon to show the Terminal branch of the tree Right click on the Terminals branch and select Add Terminal to launch the Terminal Configuration wizard Enter a name for your mobile device and select Next Relevance User Manual 30 Terminal Hardware Select the manufacturer and model of this terminal Use this to configure the type of hardware for this terminal Make OEM GENERIC af OEM Model Android Video Chipset UNKNOWN Te
52. ions Allow Local Access Allow Remote Access Reset Cloned Sessions on Logout Allow Location to be selected manually Location Options for Parent Location The Building C parent location has Enforce Location Fencing enabled A user will have to authenticate to the Building _C location before accessing the child sub locations Relevance User Manual 125 Display Client Selection Select the display clients to use at this location Available Display Clients Display Client Selection The Building_C parent location is not being assigned display clients It is only being used for authentication so display clients are left off the location Relevance User Manual 126 Windows Log In information Enter Windows usemame and password infomation Windows Log In Information Page The Building_C parent location is not being assigned a Windows user account Since it has no display clients of its own it doesn t need a Windows log in for them Relevance User Manual 127 Assign Relevance Resolvers to this location J Education Annex Wi Fi Access Point Relevance Resolver Selection Page The Building _C parent location is assigned Education Annex Wi Fi Access Point resolver It has no action listed because the intent isn t to launch a program or initiate an action other than identifying the user as being in the parent location A user will have to be on
53. king the Allow Location to be selected manually checkbox reveals other settings Location Options Select Options for the location Options Inactivity Timeout in if Relevance Id Signal Loss Timeout Activate Display Client at Log In Enforce Location Fencing Inhent from parent Locations Allow Local Access Allow Remote Access Reset Cloned Sessions on Logout Ein ic a pm im i a r Allowed Manually Selected Location Actions W Allow Cloning W Allow Transfer Location Options Page Allow Manually Selected Location Actions These are the actions you can manually select You can allow all or none e Allow Shadowing This allows a duplicate of the display to be shown on the mobile device e Allow Cloning This allows the user to launch the same applications as the location but using their Windows account e Allow Transfer This allows the display to be moved from the location to the mobile device The defaults are fine but you have the option to customize the settings as needed Relevance User Manual 13 Display Client Selection Select the display clients to use at this location Available Display Clients Finish Cancel Help Terminal Server Selection This example will replace the display clients of the terminal with the same display clients on the location Apply the desired display clients to the location and select Next to continue Relevance User Manual
54. l 157 Assign Relevance Resolvers to this location Relevance Resolvers OR Code hace tances Relevance Resolver Selection Select the Add button to launch the Choose a Relevance Resolver window Select your action Forced Transfer in this case Select Finish to create the location and close the wizard Relevance User Manual 158 11 3 Putting it Together You now have a location with two display client applications HMI_1 is unrestricted and will be visible for anyone accessing the location Form01 is restricted to members of the Maintenance access group Edit Manage Install Tools View Remote View Help Interactive Send Keys scaled to Window Zoom In os Go Full Screen Zoom Out Shadow Terminals Shadow Configuration Schedule Properties al Terminals 1_Terminal Loc_1 2_ Terminal Loc_2 3_Terminal i Terminal Loc 4 E Boiler BoilerRoom 4 M MIXING BOILERS TEMP ALARMS ENDS MAINT Shadowed Location This picture shows the location with the HMI_New application running Form01 isn t running because no Maintenance user is logged in Relevance User Manual 159 Mobile PBS HMI New Boiler Room EN BOILER THINMANAC CCAP rTaAAC Mobile Transfer of the Location When the mobile user transfers the location they have access to only the unrestricted HMI_New application Selecting the Login button in the top right corner will launch a Login pro
55. lay client on the Client Name Page of the Display Client Configuration wizard Select the Permissions button to open the Permissions window Relevance User Manual 152 TemiSecure Access Groups Available Member Of All Locations _Fr Maintenance All Users a Domain Admins Quality Supervisor Unrestricted lt Permissions Window Remove Unrestricted from the Member of list and move the desired Access Group to the Member of list Click OK to close the window Click the Finished button on the Client Name Page to close the Display Client Configuration wizard Relevance User Manual 153 11 2 Adding a Restricted Application to a Location Create a Location with the restricted display client by opening the Locations tree by selecting the Locations icon on the Tree Selector Right click on the Locations branch and select Add Location to launch the Location Configuration Wizard E Eeg ThinManager v8 0 Edit Manage Install Tools View Remote View Help a Restore ant A a poe Location Name E Synchroniz Enter Name for this location Packages Configuratio Locations Location Name El Locations 4 Building C This must be a unique name using letters numbers hyphens 5 3 a ae and underscores _ only GD Loc Ee Loc 2 H Loc3 mi Loc Location Group PO Change Group Copy Settings from another Location Copy From ettings ST mE Location Configuration Wizard Enter a location nam
56. le device Relevance User Manual 50 4 1 Shadow Shadowing duplicates the graphic output of the location and sends it to the mobile device Shadowing The mobile user will see the exact display as the location Relevance User Manual 51 Open the iTMC program select your ThinManager Server and touch the Menu button in the upper right corner to launch the Main Menu window Main Menu Information Info Gestures a About F Ach lt S05 TermSe U nio View Bluetooth Beacons View WiFi Access Point Actions Login User Login a TermSe Login Location Manually s ct Sca can a relevance iaentiiie niD Main Menu Touch the Login Locations on the menu to open the Select Location window Relevance User Manual 52 Select Location Select Location Menu Select a location to open the Select Action window Relevance User Manual 53 Select Action for Loc 4 Shadow Transfer Clone Select Action Window The Select Action window will list the actions that are allowed at the location Touch Shadow Relevance User Manual 54 TP Loc_5 TEMPERATURES MIXING 10 Rte ITMC Shadowing Location The screen should show the shadow of the location Relevance User Manual 55 Mobile06_PBS Mobile07_ACP Loc 5 ESIN FANN AN em oY oe Single Display Client Shown in Shadow The shadow will only show one display clie
57. ll be prompted to name the location Relevance User Manual 78 Success Successfully registered new identifier Success Dialog The program will confirm successful Bluetooth registrations Relevance User Manual 79 OR Code Resolver Management Window The QR code will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s 5 3 Wi Fi Access Points This resolver is based on the BSSID a MAC type address of the Wireless Access Point WAP that the mobile device is connected to at the time Relevance can use Wi Fi access points as location resolvers Wi Fi Resolvers work well in situations where there are multiple access points Membership of a network will give you a access to functions in that area See Fencing and Sub Locations on page 124 The procedure is e Add Wi Fi access points e Launch the iTMC program and select the Settings button e Select the Register Wi Fi Access Point command under Relevance Resolvers If you have more than one ThinManager Server defined you will need to pick the ThinManager Server you want the QR code registered e Select the access point from the generated list e Enter a name and select Register The Wi Fi Access Point will be registered and entered in the Resolver Management window that is accessed by selecting Manage gt Manage ID s Relevance User Manual 80 Cobalt Primary 10
58. longer have to deploy applications to a tethered terminal You can create a location deploy apps to it and access these apps with a mobile device when you are at that location 8 1 Create a Location This example will use GPS so that when the mobile user enters the area the appropriate applications are delivered to the user Open the Locations branch of the tree by selecting the Location icon from the Tree Selector Right click on the Locations branch and select Add Location Navigate to the Locations Options page of the Location Configuration Wizard Location Options Select Options for the location Options Inactivity Timeout 5 i ak in Relevance Id Signal Loss Timeout Activate Display Gient at Log In Enforce Location Fencing Inhent from parent Locations Allow Local Access Allow Remote Access Reset Cloned Sessions on Logout Allow Location to be select W141 lt 1 417 KI Finish Cancel Help Location Options Check the Allow Location to be selected manually Allow Shadowing Allow Cloning and Allow Transfer check boxes on the Location Options page Relevance User Manual 114 The Location Options page has several configurable options that control the remote access Inactivity Timeout A Relevance user will be logged off after this interval if inactive Relevance ID Signal Loss Timeout This is the interval before a Relevance user is logged off due to lack of a signal Activate Display Clien
59. low you to choose what details you want to display The tabs and detail selections change depending on what is selected in the tree You can drag the tabs to change the order 6 Detail Pane The Detail Pane displays the information for the selected tab for the highlighted tree component You can tear away the detail pane by dragging the tab away from ThinManager You can re dock the pane by dragging the pane title bar back to the tabs Relevance User Manual 5 7 Tree The tree shows the components of ThinManager The tree now uses the Outlook Bar Tab control so the branches of the ThinManager tree are shown one ata time 8 Tree Selector The selector buttons at the bottom of the tree control select which branch is active and visible These can be pulled upwards to stack the buttons or pulled down to minimize the buttons Terminals Terminals E Bl Terminals E Terminals H 1_Terminal H 1_Terminal H E 2_Terminal fe 2_ Terminal H 3 Terminal a 3 Termina H 4 Terminal H 4 Termina E 3_MultiMonitor F Ej 5_MultiMonitor Tree Selector Buttons Minimized Buttons at the Bottom Buttons Stacked Stacking the buttons is provides quicker switching but the minimized buttons allows more room to show components in a larger system There is an arrow that allows customization tasks like hiding branches or reordering the branches of the tree Relevance User Manual 6 2 3 M
60. ly Show Unassigned Resolvers Resolver Name Resolver Description Choose Action Settings Permissions Choose a Relevance ID Window The Choose a Relevance ID window has a drop down to let you select which resolver to configure You can limit the list to unassigned resolvers by checking the Only Show Unassigned Resolvers checkbox This prevents duplication Select a resolver in the Resolver Name drop down Only Show Unassigned Resolvers Resolver Name OR 01 Resolver Description Resolver Type Choose Action Choose Action Selection The Resolver Type will show whether it is a QR code Bluetooth beacon GPS or Wi Fi resolver There are six actions that can be applied to the Relevance ID Clone This creates a new duplicate session using the mobile device Windows account Force Transfer This automatically diverts the location graphic to the mobile device No Action This initiates no new action Shadow This provides an interactive shadow on the mobile device Relevance User Manual 98 e Transfer This diverts the location graphic to the mobile device after operator input e View Only Shadow This provides a shadow without allowing any input from the mobile device Each location can have several Relevance IDs with different actions Shadow Transter Force Transfer Clone Relevance ID Selection Page This example shows a lo
61. message will be sent to the mobile device The mobile user can select Yes to allow the transfer back to the original location No to refuse the restoration or they can select the More Time button to delay the restoration Select Yes to allow the transfer back to the location Relevance User Manual 61 4 3 Clone Clone will duplicate the display clients of the location on the mobile device but the sessions will be created with the mobile device Windows user account Clone Clone This allows a mobile user to get the HMI or other software and have independence from the user at the location Relevance User Manual 62 Open the iTMC program select your ThinManager Server and touch the Menu button in the upper right corner to launch the Main Menu window Touch the Login Locations on the menu to open the Select Location window Touch a location to open the Select Action window Select Clone A new session will be created using the credentials from the iT MC configuration HMI New _ gt MIXING f eee eee eee ee ee eee mixing BOILERS TEMP ALARMS TRENDS MAINT Cloned Session Touch Leave in the top corner to close the iTMC client Relevance User Manual 63 Note on Licenses Relevance requires a ThinManager system with a Relevance License installed Terminals connecting to Microsoft terminal servers and running applications will require TS RDS CALs and application licenses Relevance req
62. minal The terminal will not display restricted applications until an appropriate TermSecure User has logged in Note This section shows how to use Permissions to deny or grant access to applications that belong to a Location This means that the Relevance User doesn t need to be tied to a Windows account You can take advantage of the Active Directory integration and create Relevance user accounts that are tied to Active Directory accounts lf you want to have the Relevance user have applications of their own then they will need to be tied to a Windows user account Using Active Directory to create TermSecure User accounts will be discussed in Create the TermSecure User with a Domain on page 146 Open the Relevance User tree by clicking on the Relevance User icon at the bottom of the ThinManager tree land Edit Manage Install Tools View Remote View Help om Otek Ze 2 2 PXE ThinManager Manage Synchronize Settings Manage Access Settings me Synchronize Server Server List Accounts Passwords Resolvers Groups Packages Configuration Manage Active Directory Relevance Users Event Log FJ Relevancetlcsrc Add User Add User Group Modity Rename Delete E ThinManager Serwer Terminals Lejo a Right click on the Relevance Users branch of the ThinManager tree and select the Add User command to open the Relevance User Configuration Wizard TermSecure User Tree Relevance User Manual 143
63. mpt top allow the Relevance user to login Relevance User Manual 160 HMI New Boiler Room hE ae ee a ami mi eee a Relevance User TermSecure User Login Prompt Login with the Relevance User account that is a member of the proper access group Relevance User Manual 161 Mobile PBS Form01 Boiler Room Min Pump Status Wapping bttb o rurp thra Don s mium hasir here m qawas by irer z T24 PS24 i p p eo i op orf Purephees 2p iit a P RL 2 th SS ee Oe Se es se P es me ne i J ALARMS TRENDS MAINT A THINMANALCEAP ITMICG Relevance User Account Accesses Application Once the Relevance User logs in they will have access to the hidden restricted application The user can log off by selecting the Logoff button in the upper right corner Relevance User Manual 162 12 One QR Code Multiple Actions The last section covered the use of a Relevance Access Group to hide a display client application from the public with use of Access Groups This section will cover using access groups to provide different actions Instead of using a different resolver for every action you can use a single resolver and Access Groups to provide different actions This example will to use a QR code as the resolver Select the Location globe icon on the Tree Selector at the bottom of the tree to open the Locations branch Highlight the terminal a
64. n app and allows you to control which mo Bluetooth On Set Passcode eE triple click the Home button in the app use Do Not Disturb OFF Re enter your passcode Notifications aided Access is enabled S OFF ky Sounds ig Brightness amp Wallpaper Bressing the Sleep Wake button will put mediately igi Picture Frame v Privacy a iCloud i Mail Contacts Calendars m Notes _ Reminders e Messages Set Passcode Enter a four digit number as the passcode Re enter the number to confirm Y DO NOT FORGET THIS NUMBER It will allow you to turn the Guided Access off Close the Settings by pressing the Home button once TUHININAA NIA CED iTAA Circle areas on the screen you would like to disable Hardware Buttons Touch r Q Motion Always OFF k ON v a ON v Guided Access for an Application Open the application you want to run exclusively like ITMC Click the Home button three times to open the Guided Access control Press the Start button in the upper right corner Relevance User Manual 171 This will restrict the iPad to that application The user cannot close the application and is restricted to that app Press the Home button three times to return to the Guided Access control Press the End button in the top left corner to stop Guided Access Guided Access will be dormant until re applied It can be turned off completely by going into Settings gt General gt Accessibility gt Guid
65. n display Stain Mobile06_ PBS HMI New Loc 4 ad Ogeprrert tow sd mar Orti mi T5 gP p 2p P maz o mee Ports ionien th preees EIS Inky LO i P ws 1AP o rer Meas A STAN EREE ep grme ane i POSH PENN saan m P m ave _ Puris fanst thp Iwy np amp P amm 6 cM mo Nurts Doren ah me pasa x Pa ne hine Coweta ihsan ris ep P mia 2 MW hniena 5G m4 es D anis Ve Pre oy eb ede Popid ap P wna G AMPAS Pum Meu S392 Mb 1225400 E A 2 TiS t6 AW Jr Pu eet p ahh HHS a f i UE miN ANTAN Eea Transferred Location Display The Transfer will show all the display clients on the location instead of just showing the display output of the location The location display can be restored from the iTMC client or the location Selecting the Leave button on the iTMC client menu will restore the display back to the location Selecting the Restore Location button at the location will also restore the display Relevance User Manual 60 MAIN MENU Restore Location About Cancel Main Menu at the Location Go to the location Select Restore Location This will launch a dialog box on the iTMC client to warn the mobile user that they will be losing the transfer Location Logoff Allow transfer of location Loc_4 to another device NO MORE TIME TEMP ALARMS TRENDS Location Logoff Dialog When the user at the location selects the Restore Transfer button a warning
66. n will fetch the user accounts and populate the Search for AD User window Fitter Contains Name User Principal Name Becky Thatcher bthatcher Education local Mark Twain eet Acimint i ePct Agming Vimequcaton loca Testo Test01 Education ocal sofi aati IMeduUCcaTON loca Test03 Test03 Education local Testt4 Test04Education local Test05 Test05 Education local Tom Sawyer tsawyer Education local Populated Search for AD User Window Highlight the domain user you want and select the OK button This will reference the user for the terminal log in account Relevance User Manual 17 Windows Log In information Enter Windows usemame and password infomation Test01 Education local Finish Cancel Help Window Log In Information Page The Location will now use a Active Directory user account Select Next to continue Relevance User Manual 18 Assign Relevance Resolvers to this location Relevance Resolves Relevance Resolver Selection Page The Relevance Resolver Selection page allows the association of Resolvers to the location Resolvers include Bar Codes QR Codes Bluetooth Beacons Wi Fi Access Points GPS We will explain the configuration of Relevance Resolvers later See Using the Mobile Device to Add Resolver Codes at page 65 Select the Finish button to create the Location Relevance User Manual 19 at Edit Manage r Interactive rl scaled to Window Zoom In
67. nd double click or select Modify to open the Location Configuration Wizard Relevance Resolver Selection Assign Relevance Resolvers to this location Delete Relevance ID Selection Page Navigate to the Relevance ID Selection page Add the same resolver to the location as many times as you have actions and access groups you want to involve Relevance User Manual 163 Only Show Unassigned Resolvers aRar o SY Resolver Name Resolver Description Resolver Type OR Code Choose Action k Permissions Cancel Choose a Relevance Resolver Window Select a different action from the Choose Action dropdown each time you add it Select the Permission button to add the Access Group to the action TemiSecure 4ccess Groups Available Member Of All Terminals Unrestricted All Users Domain Admins Maintenance Quality Supervisor Relevance ID Selection Page Remove the Unrestricted group and add the desired group Select the OK button to finish Relevance User Manual 164 Relevance Resolver Selection Assign Relevance Resolvers to this location Relevance Resolvers Name ype Action Shadow Transfer Force Transfer Clone Edit Button on the Relevance Resolver Selection Page You can also edit the permissions by highlighting a resolver and selecting the Edit button This will launch the Choose a Relevance Resolver window that has the Permissions button on it This example used the followin
68. ng Windows Security Group Access Groups can be created using Windows Security Groups Open the Access Group window by selecting Manage gt Access Groups from the ThinManager menu The Access Groups window shows the default Access Groups Select the Add button on the Access Groups window to launch the Access Group window Enter Group Hame Edit Members Access Group Creation Wizard The Access Group window has a Select Windows Security Group button that launches the Select AD Locations to Search window Relevance User Manual 138 El Education local E ACP_Education E Computers H Domain Controllers H ForeignSecurityPrincipals i Managed Service Accounts i Program Data H TestOU 01 H Users Select AD Locations to Search The Select AD Location to Search window will be displayed Select the Users group and expand the tree Allowed RODC Password Replication Group Cert Publishers Cloneable Domain Controllers Denied RODC Password Replication Group DHCP Administrators DHCP Users Domain Controllers Select AD Locations to Search The Windows User Groups will be shown once the Users branch is expanded Select a Windows Group to add as a ThinManager Access Group and select the OK button Relevance User Manual 139 Unrestricted All Users All Terminals All Locations Maintenance Poman ace Delete Cale Permissions Access Groups The Windows User Group will be added to
69. ngth This is the minimum number of characters a password may have e Maximum Password Length This is the maximum number of characters a password may have Password Maintenance e Rotate Password every This is the number of days before the password must be changed Enter a the user password in the Password field and select the Verify button Relevance User Manual 150 A Account information ts not valid Account Verify Dialog Fail Selecting the Verify button will check your password against the Active Directory If it is incorrect it will show a failed dialog Account information ts valid Account Verify Dialog Pass If the password is correct the dialog will show a positive result Relevance User Manual 151 11 Creating a Location with Restricted Applications Access Group permissions can be assigned to display clients so that a user has to log on with an account that has permission to access the application This allows controls application deployment by granting or denying access with permissions 11 1 Using Permission to Restrict an Application Open the Display Client with the application you want to restrict by double clicking on the display client in the Display Client tree Client Name SX Enter the Display Client name Client Name FomOt Type of Display Client Tenninal Services Client Name Page of the Display Client Configuration Wizard Permissions are applied to the disp
70. nnect to the ThinManager Server Create new Terminal Production Android_7 iPad_6 Mobile_ WinTMC Cancel Select a Terminal to Replace Once the AndroidT MC had connected to the ThinManager Server you will get the Select a Terminal to Replace window You may choose an existing terminal configuration or you may choose Create New Terminal f you choose Create New Terminal then a Terminal Configuration Wizard will launch on the ThinManager Server that will let you configure the AndroidTMC as a new terminal Relevance User Manual 48 Sa E Android_r HMi_1 Android TMC Client Once connected the Android device will display the applications assigned in ThinManager Relevance User Manual 49 4 Manual Interaction with Locations A mobile device can connect to a Location and manually interact with the applications Select Action for Loc_3 Shadow Transfer Clone Manual Interactions with a Location The three manual interactions between a mobile device and a location are e Shadow Shadowing duplicates the graphic output of the Location screen and sends it to the mobile device e Transfer Transferring sends the graphic output of the location to the mobile device instead of the location This requires the operator to manually allow the transfer e Clone Cloning will create a duplicate session for the mobile device using the configuration of the location and the user credentials of the mobi
71. nninal Firmware Package Mode Default Terminal will un Package 7 Teminal ID and IF Address Teminal ID None Terminal Hardware Page Select your make and model of hardware An iPad is Apple iOS An Android Device is GENERIC Android Device Navigate to the Terminal Mode Selection page by clicking Next Relevance User Manual 31 Terminal Options Select the options for this terminal Fut Teminal in Admin Mode at Startup Teminal Schedule Set Schedule Tenminal Effects lf Enable Teminal Effects i Show terminal status messages Shadowing Allow terminal to be shadowed W Allow Interactive Shadow cnet Heb Terminal Options Page Terminal Options Page of the Terminal Configuration Wizard The Terminal Options page has a few settings of interest e Allow replacement at terminal if offline This allows the terminal to show up in the replacement list during a new terminal connection e Put Terminal in Admin Mode at Startup This turns the terminal on without showing the display clients This is useful to use as the terminal to register HID cards or registering fingerprint scans e Set Schedule This will allow the Schedule button to become active e Enable Terminal Effects This allows the desktops in MultiSession to slide smoothly into the desktop instead of appearing instantaneously e Show terminal status messages This allows the terminal to display status messages in the uppe
72. nt window because you are shadowing the location and are receiving the current graphic output from the location Touch Leave to end the shadow Relevance User Manual 56 4 2 Transfer Transfer is similar to Shadow except that the user has to allow the transfer at the location Transfer This prevents someone from taking the session while the operator is busy with a process It also allows a mobile user to take sole control of the location Relevance User Manual 57 Open the iTMC program select your ThinManager Server and touch the Menu button in the upper right corner to launch the Main Menu window Touch the Login Locations on the menu to open the Select Location window Touch a location to open the Select Action window Cancel Select Action for Loc 4 Shadow Transfer Clone Select Action Window Select Transfer from the Select Action window Relevance User Manual 58 Mobile06_PBS Terminal 04_PXE_Termtek has 15 seconds to accept THINIMAANA 5ER Wait for Transfer Permission Message The user of the location will need to allow the transfer Relevance User Manual 59 4 2 1 Transfer at the Location A dialog box will be displayed at the location to allow the transfer Location Logoff Allow transter of location Loc_1 to another device Location Logoff Dialog Box Select the Yes button to allow the transfer The iTMC client will be allowed to display the locatio
73. obile device but is a way to enable the location to determine the content sent to the device The mobile device allows the user to interact with the location Relevance is the How to provide What you need Where and When you need tt There are two types of locations in Relevance Assigned and Unassigned Assigned locations are locations that have a terminal and monitor at the given location much like traditional computing Relevance adds additional functions to the location that allows mobile devices to interact with the location and Shadow the terminal Clone the applications or Transfer the control of the location to the mobile device Unassigned locations are locations that lack a permanent terminal and monitor and all of the content is sent to the mobile device Relevance is an extension of ThinManager and adds a new feature set to ThinManager when a Relevance license is added to a ThinManager license It is helpful to Know and understand ThinManager before deploying or converting to Relevance Please see the ThinManager documentation for details on ThinManager 2 Convert an Existing System 2 1 Upgrading an existing ThinManager System Un synchronize your ThinManager Servers if they are a synchronized pair Do this at Manage gt ThinManager Server List gt Auto synchronization Selection and uncheck the Automatic Synchronization checkbox Dont re synch them until both of the pair have the same version installed Backup the confi
74. odes as resolvers e Enable Bluetooth Locations This checkbox allows the mobile device to use Bluetooth beacons as resolvers e Enable GPS Locations This checkbox allows the mobile device to use GPS settings as resolvers e Enable Wi Fi Locations This checkbox allows Wi Fi connection to be used as a resolver Resolver Update interval This is the frequency that the resolver updates e Confirm before entering a location This checkbox enables a dialog box that will be shown each time a user enters an area Select Next to navigate to the Log In Information page Relevance User Manual 35 Enter the log in information to log in automatically Leave the log in information blank or fill only some of the fields to force manual log in Log In Information S lt Usemame Userg Search Log In Information Page Enter a user name in the Username field Enter the password in the Password and Verify Password fields You may use the Search button to reference an Active Directory account as shown in Location Configuration Wizard on page 11 Relevance User Manual 36 Video Resolution Select the video resolution for this terminal r Select Video Resolution These are the resolutions supported by the Thin Client model you selected 64K Colors Finish Cancel Help Video Resolution of the Terminal Configuration Wizard The Video Resolution page of the Terminal Config
75. ogoff Enter or Exit of a Location This tells the session which Location to login to by passing a string to the appropriate ActiveX property Selecting the Logoff item is the same as hitting the Leave button that is part of the iTMC application Relevance User Manual 168 15 Guided Access on the iPad Guided Access a feature that allows the iPad to be locked to a single application This can help an administrator control the iPad by limiting users to the iTMC program Note This advice is given as a Service to our users Please see Apple documentation for implementation Guided Access is turned on in the General settings of the iPad Open the Settings of the iPad Settings General i Ore ka Airplane Mode Use Side Switch to Kat Wi Fi ACP Lock Rotation v EJ Bluetooth On Mute Do Not Disturb Mut available in the iltita 1 Notifications Multitasking Gestures on Use four or five fingers to Pinch to the Home Screen kJ Sounds Swipe up to reveal multitasking Dar Swipe left or right between apps in Brightness amp Wallpaper Date amp Time gt iy Picture Frame Keyboard gt v Privacy CS iCloud international Accessibility Profiles 5 Installed gt Mail Contacts Calendars Notes Reminders e Messages Reset gt Settings Page Select the General setting Select Accessibility Relevance User Manual 169 Settings Accessibility ka
76. on If they had sub locations of their own they could have the Enforce Location Fencing applied Select the Inherit from parent Locations to inherit the applications applied to the parent location Unselect the Allow Location to be selected manually to make the user use the resolver at the location to initiate the application or action Relevance User Manual 133 Assign Relevance Resolvers to this location Relevance Resolvers OR Code p Relevance Resolvers Selection for Sub Locations The sub locations can use any resolver either QR codes additional Bluetooth beacons another Wi Fi access point or GPS to allow access to the sub location The QR code provides the best way to provide pin point accuracy Relevance User Manual 134 10 Relevance User Access Relevance has Access Groups that can be used to control access to a location or action This is based on the TermSecure permissions in ThinManager Relevance has the ability to control access to actions and applications in ThinManager like TermSecure does The steps are Create Access Groups Apply to Applications or actions Apply to location Create Relevance Users Apply Permissions Login to the location to access applications User Accessing Display Clients Using Permissions Relevance User Manual 135 10 1 Create Access Groups Select the Manage menu Click the Access Group key icon to launch the Access Groups window a eet Edit T M
77. onfiguration Wizard by double clicking on a location in the Location branch of the ThinManager tree Ey Enter Name for this location This must be a unique name using letters numbers hyphens and underscores _ only TSS Change Group Copy Settings from another Location Copy From Pennissions Finish Cancel Help Location Name Page of the Location Configuration Wizard Select the Change Group button to launch the Choose Parent Location window Relevance User Manual 130 E Locations g Building _C Unassignedt1 Cancel Choose Parent Location Window Highlight the desired parent location in the Choose Parent Location and select the OK button Relevance User Manual 131 Location Name Enter Name for this location Location Name Page of the Location Configuration Wizard The selected parent location will be displayed as the Location Group and the open location will become a Child sub location once the Finish button is selected to accept the change Relevance User Manual 132 Select Options for the location Options Inactivity Timeout Relevance Id Signal Loss Timeout Activate Display Client at Log In Enforce Location Fencing Inhert from parent Locations Allow Local Access Allow Remote Access Reset Cloned Sessions on Logout Allow Location to be selected manually Location Options for Sub Location This sub location is configured to Inherit from parent Locati
78. r left corner of the screen e Allow terminal to be shadowed This dropdown sets the Shadowing setting allowing the configuration of Shadowing Options o No This will prevent the terminal from being shadowed by anyone o Ask This will ask the user to allow shadowing The user will need to say Yes on a message window before the shadowing is allowed o Warn Will display a message window alerting the terminal that it is to be shadowed but doesn t require user input before the shadowing is allowed o Yes Will allow shadowing to occur without warning or user input Relevance User Manual 32 e Allow Interactive Shadow This allows users with Shadowing permission to interactively shadow the terminal Select the Next button to configure the configuration Terminal Mode Selection Select the operating modes for this terminal r Teminal Mode M Use Display Clients W Enable Relevance User Services Terminal Mode Selection Check Enable Relevance User Services to use Relevance Access to control access to applications Check Enable Relevance Location Services to allow the device to use Locations Select Next Relevance User Manual 33 Display Client Selection Select the Display Clients to use on this terminal Available Display Clients Selected Display Clients Edit Display Clients Display Client Selection Page The mobile device
79. ry 10 7 10 21 Secondary None Terminal Name None THINMANACGCERP ITMC ES ThinManager iTMC Program Open the iTMC program on the iPad Select the Settings button on the bottom to launch the Settings screen Relevance User Manual 66 Settings ThinManager Servers Add ThinManager Server Delete ThinManager Server Password Set Password Relevance Resolvers Register QR Code Register GPS Location Register Bluetooth Beacon Register WiFi Access Point Sound Location Sounds User Sounds Toolbar Show Toolbar Show Menu Button Settings Screen Select Register QR Code from the Relevance Resolvers menu Relevance User Manual 67 select Configuration Cobalt Primary 10 7 10 30 Secondary None Terminal Name Mobile06_PBS Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANALCERP ee Select Configuration The program will display the Configuration screen to allow you to pick which ThinManager Server to register the QR codes with Select your ThinManager Server from the list of ThinManager Servers Relevance User Manual 68 Enter QR Data Ey O S Register Cancel Scan New QR Code and Enter Name The Scan New QR Code window will open the camera of the iPad Point the camera at the resolver If you scan a QR code or bar code a dialog will open allowing you to enter a name and to register it Enter a name in the field Select the R
80. s Add ThinManager Server Delete ThinManager Server PASSWORD Set Password RELEVANCE RESOLVERS Register QR Code Register GPS Location Register Bluetooth Beacon Register WiFi Access Point Location Sounds User Sounds Show Toolbar Show Menu Button Register GPS Location Command on the Settings Page Select the Register GPS Location command on the Settings page Relevance User Manual 90 lt Settings Select Configuration Cobalt Primary 10 7 10 30 Secondary None Terminal Name MobileO AGP Blue21 Primary 10 7 10 21 Secondary None Terminal Name None THINMANACGERP ITMC Select Configuration Select the ThinManager Server you want to register the GPS location Relevance User Manual 91 lt Settings Register Location CORDINATES Latitude 34 103903 deg Longitude 84 240393 deg Altitude 321 082306 m INFO Updated 0 seconds ago Horz Accuracy 65 meter radius Vert Accuracy 10 meters Tap Here To Register Location GPS Location The mobile device will access the GPS location and list tit on the Register Location page Select the Register Location command Relevance User Manual 92 Enter Description Lined Cancel 1 2 3 4 5 6 a oe Enter Location Description Once the data has been collected and the GPS coordinates are registered you will be prompted to name the location Relevance User Manual 93 Succ
81. s There are also methods to control the current Display Client logged in User IP Cameras overlays and many others Documentation on the available items is in the User Manual or from the TermMon ActiveX documentation For Relevance the main features are with regard to the Location Once a mobile device has Resolved to a Location a string property is available that has the path and name of the current Location If you have nested Locations it provides this information in a path form such as ParentLocation ChildLocation ChildLocation This can be a very versatile item for customers that are using HM s and want to control access to pages security and other things based on the Location One other Relevance feature in the ActiveX is the ability to trigger an Operator to scan a code through the application This can be used to provide an extra layer of safety and security to an application It can be tied to any operation in the HMI For example it could be added to a button to run a pump Prior to the command to run going out an event can be triggered that will prompt the Operator to scan a code They then scan a QR Code or NFC device and it provides a result back to the HMI Then the code on the button determines if it can go ahead and provide the command to run the pump based on whether it got the expected information from the Location via the Activex The ActiveX also contains properties that would allow you to programmatically Logon or L
82. t at Log In This brings the display client to the forefront when the Relevance user logs in Enforce Location Fencing This controls access in an area with nested locations If local fencing is enforced the user has to be within the fence to access the sub locations Inherit from parent Locations This allows nested sub locations to inherit the parent display clients Allow Local Access This allows a Relevance user to access the location from that location Unchecking this will only allow remote access Allow Remote Connection This allows a Relevance user to access the location from a remote site Unchecking this will only allow access at the location Reset Cloned Sessions on Logout This will close any cloned sessions once they are disconnected Allow Location to be selected manually This allows a location to be manually selected Unchecking this will require the Relevance user to use a Resolver like QR Codes Wi Fi or Bluetooth to initiate the location access Checking the Allow Location to be selected manually checkbox reveals other settings Relevance User Manual 115 Location Options Select Options for the location Options Inactivity Timeout Relevance Id Signal Loss Timeout Activate Display Gient at Log In Enforce Location Fencing Inhent from parent Locations Allow Local Access Allow Remote Access Reset Cloned Sessions on Logo Allow Location to be select
83. the ThinManager Access Groups Relevance User Manual 140 10 2 Apply Permissions to a Display Client Application Select the Display Client tree and expand the Terminal Services branch Double click on the desired display client to launch the configuration wizard G Z Ae ThinManager v8 0 Manage Install Tools View Remote View Help Enter the Display Client name Groups elevance Access Settings z Type of Display Client Ena vices Tenninal Services Client Name Page of the Display Client Wizard Select the Permissions button on the Client Name page Relevance User Manual 141 TemiSecure Access Groups Available Member Of All Locations Unrestricted Supervisor Permissions Window Before Remove Unrestricted from the Member Of list and add your access group to the Member Of list TemSecure Access Groups Available All Locations Maintenance All Users Domain Admins Quality Supervisor Unrestricted Member Of Permissions Window After Select OK to accept Select Finish to close the wizard This display client application is now restricted to members of your group Relevance User Manual 142 10 3 Create Relevance Users You need to create a user s that is a member of the access group to access the application Relevance User accounts may grant the user access to a restricted program or may give a user a program session that follows them from terminal to ter
84. the screen map while zooming e Show Toolbar This checkbox when unselected will hide the app toolbar e Allow Exit to ThinManager Server List This checkbox when unselected will prevent the user from leaving the app to switch ThinManager Servers Select Finish to complete the configuration of the mobile terminal Relevance User Manual 38 3 2 Configuring an iPad for Relevance The iPad needs to have the iTMC client installed The iTMC application can be downloaded from the Apple App Store for free 1 14 PM iPad Apps iPhone Apps Q th 2 Search Results Price v All Categories Kids Relevance Y Reset ThinManager Woy Automation Control Prodi os OPEN ThinManager Mobile ThinManager in the Apple App Store Go to the Apple App Store Enter ThinManager in the search field Select the iTMC application and select Open It will download and install on your iPad The ThinManager app shown on the left is the ThinManager Mobile app that lets you control ThinManager from a mobile device The iTMC application is on the right Relevance User Manual 39 THINMANALCERP ITMC LE ThinManager iTMC Configuration Screen Select the Settings button at the bottom to launch the Settings page Relevance User Manual 40 Settings ThinManager Servers Add ThinManager Server Delete ThinManager Server Password Set Password Relevance Resolvers Register QR Code Register GPS Location
85. ual 108 The scan will initiate the transfer but this isn t a forced transfer but a manual transfer This requires confirmation at the location Location Logoff Allow transter of location Loc_1 to another device Location Logoff Dialog Box The operator at the location will be shown a dialog box that requires approval to transfer Selecting the Yes button to allow the transfer The iTMC client will be allowed to display the location display ze R HMI_New Leave Scanio Login Menu MIXING BOILERS TEMP ALARMS TRENDS MAINT Transfer on the Mobile Device The display from the location will be moved to the mobile device The location display can be restored from the iTMC client or the location Selecting the Leave button on the iTMC client menu will restore the display back to the location Relevance User Manual 109 Selecting the Restore Location button at the location will also restore the display MAIN MENU Restore Location About Cancel Main Menu at the Location Go to the location and Select Restore Location This will launch a dialog box on the iTMC client Location Logoff Allow transfer of location Loc_1 to another device Location Logoff on the Mobile Device Go to the iTMC client Select Yes to allow the transfer back to the location Relevance User Manual 110 Clone Cloning will create a duplicate session for the mobile device using the configuration of the location
86. uires a mobile device configured as a terminal This mobile device requires a ThinManager XLi license An application license and a Microsoft TS RDS CAL are needed for cloning as the terminal is starting a session on a terminal server and starting an application Transfer and shadow do not necessarily require an additional application license and TS RDS CAL as they are only viewing the output already sent to the terminal location Relevance User Manual 64 5 Using the Mobile Device to Add Resolver Codes Resolvers help a mobile device know what location it is in These can be configured to tell the mobile device what action to take Resolvers include e QR Codes e Bluetooth Beacons e Wi Fi Access Points e GPS Assignment of Resolvers Resolvers can only be assigned to one location but each location can have more than one Resolver and action assigned Additionally you may use Permissions and assign a resolver several times with a different action tied to each permission Fencing uses combinations of resolvers to limit actions to specific locations An action may require being in an area can be covered by a Bluetooth beacon of GPS site before a QR code can be scanned This can prevent a user from walking away from an area with a critical process The Fence prevent the user from running the application out of the assigned ares 5 1 QR Codes Quick Response Codes are an improved barcode They can store text numeral data and URLs Th
87. uperNote AudioWizard Music 2 a z E E iai Android ThinManager Compatible thin client on an Android Desktop The AndroidTMC program is launched from an icon on the desktop The first action will be to define the ThinManager Server m 2d alMC Add New ThinServer la Title Education Primary 10 7 10 61 secondary Add ThinManager Server Window The Add ThinManager Server window will launch with fields for the ThinManager Server name and IP address Relevance User Manual 46 Enter ThinManager in the Title field and the IP address of the Primary and Secondary ThinManager Server in the Primary and Secondary address field and select Done If you have only one ThinManager Server you will need to select the Next button to cycle to the Done button D p Seg aTMC Add New ThinServer Title Education Primary 10 7 10 61 secondary Cancel Add ThinManager Server Window Select the Add button and the AndroidTMC app has your ThinManager Server listed 1 1 1 Associating the Android Device to the Configuration Once the ThinManager Server is defined on the iPad you need to associate the hardware to the iTMC configuration you created 00 E Seg aTMC EducationDCOl 10 7 10 61 Settings Android TMC Start Screen The AndroidTMC Start Screen will show the registered ThinManager Server Touch the ThinManager Server to connect Relevance User Manual 47 Connecting Status The AndroidTMC will co
88. uration Wizard lets you chose the Resolution and Color Depth There is no refresh rate for mobile devices The resolutions in the dropdown are dependent on the make and model of hardware used Select the Next button to configure the configuration Relevance User Manual 37 Mobile Device Options Mobile Device Options Toolbar Buttons lf Show Scan Data Button W Show Scan Resolver Button lf Show User Login Button Sound Options lf Play User Login Sounds User Interface Settings lf Show Zoom Map lv Show Toolbar W Allow Exit to ThinManager Server List z Back Finish Cancel Help Mobile Device Options The Mobile Device Options window has several settings that control the user experience on mobile devices This page allows you to disable features normally displayed in the mobile apps Toolbar Buttons e Show Scan Data Button This checkbox when unselected will hide the Scan Data button e Show Scan Resolver Button This checkbox when unselected will hide the Scan Resolver button e Show User Login Button This checkbox when unselected will hide the User Login button Sound Options e Play Location Sounds This checkbox when selected will play a sound when a location is entered e Play User Login Sounds This checkbox when selected will play a sound when the user logs in as a TermSecure or Relevance user User Interface Settings e Show Zoom Map This checkbox when unselected will hide

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