Assigning Device Profiles

This topic describes the process for initially assigning device profiles immediately after Discovering Devices. For guidance on later changing a device's profile, see Editing a Device Profile.

Each device to be included in the KMC Commander installation must have a profile. Not all discovered devices need to be included, however. Assign profiles only for devices of interest. Points of interest count toward the licensed amount of points. However, trends on some or all of the points of interest do not count toward the license limit.

Note: The total number of Points Used out of the number licensed for the project is shown in the upper-right corner of Networks Explorer.

While device profiles can be assigned remotely from the Cloud, being on site can be useful for troubleshooting.

For an overview, watch the video below. For details, consult the following written information.

Accessing the Assign profile Page

After Discovering Devices:

Select Save Device in the row of a device of interest.

Note: Select Get Device Details or Get All Device Details first to see Save Device.
Select Assign Profile to go to the Assign profile to [device name] page.

If a profile with all points properly configured for a device already exists in the project, continue to Assigning an Existing Device Profile.

Otherwise, continue to Creating and Assigning an Entirely New Device Profile or Assigning a Device Profile Based on an Existing Profile.

Creating and Assigning an Entirely New Device Profile

From the Assign profile to [device name] page, select Create New.
Enter a Name for the device profile.
Select the Device Type dropdown menu, then choose the device type.
Select the Point Naming dropdown menu, then choose either Protocol Default or Description.

Note: This choice affects what will appear in the Name column when the device's points are discovered. This is primarily for KMDigital via BACnet Ethernet applications (see Configuring a KMDigital Network). If Description is selected during point discovery, the point name shown on dashboard cards will be the (KMDigital via BACnet Ethernet) controller point’s Description (e.g., MTG ROOM TEMP) rather than the generic name (e.g., AI4).
Select Discover.
For each point that you will track, trend, schedule and/or alarm:

Select Select Type to open the Select Point Type window.

Note: Choosing the type applies the correct Haystack tags to the point and enables its use with cards, schedules, and alarms. It also automatically selects the checkbox in the Points of Interest column. To search for tags after configuration, see Using Data Explorer.

Note: The total number of Points Used out of the number licensed for the project is shown in the upper-right corner of Networks Explorer.
Find and choose the point type using the dropdown menu, search, or tree selector.

For all points that are to be trended, also select their checkboxes in the Trend (his) column.
After all points of interest are configured, select Save & Assign Profile.

Assigning an Existing Device Profile

Caution: For multiple devices using the same profile, after saving one device, wait at least three minutes before saving the profile for the next device. (This ensures that all necessary writes are made and ensures the reliability of the data and the profile.)

From the Assign profile to [device name] page, select Select Existing Profile.
Choose which Profiles to show: Global only, or Project Only.
Choose the profile from the dropdown list.
Select Assign Profile.

Assigning a Device Profile Based on an Existing Profile

From the Assign profile to [device name] page, select Select Existing Profile.
Choose which Profiles to show: Global only, or Project Only.
Choose the existing profile you want to use as the basis for a new profile from the dropdown list.
Select the Device Type dropdown menu, then choose the device type.
Select the Point Naming dropdown menu, then choose either Protocol Default or Description.

Note: This choice affects what will appear in the Name column when the device's points are discovered. This is primarily for KMDigital via BACnet Ethernet applications (see Configuring a KMDigital Network). If Description is selected during point discovery, the point name shown on dashboard cards will be the (KMDigital via BACnet Ethernet) controller point’s Description (e.g., MTG ROOM TEMP) rather than the generic name (e.g., AI4).
Select Discover.
For each point of interest that is to be tracked, trended, scheduled and/or alarmed:

Select Select Type to open the Select Point Type window.

Note: Choosing the type applies the correct Haystack tags to the point and enables its use with cards, schedules, and alarms. It also automatically selects the checkbox in the Points of Interest column. To search for tags after configuration, see Using Data Explorer.

Note: The total number of Points Used out of the number licensed for the project is shown in the upper-right corner of Networks Explorer.
Find and choose the point type using the dropdown menu, search, or tree selector.

For any points to be trended, also select their checkboxes in the Trend (his) column.
For any points in the existing profile that will no longer be points of interest in this new device profile, clear those checkboxes in the Point of Interest column.
After all points of interest are configured, select Save Copy & Assign.
Enter a name for the new profile.
Select Assign & Save.