An asset management system that presents thousands of digital assets without any context that can be used to filter and analyze data would be of little value. This is where context data in OT-BASE comes in. Context data allows you to structure assets in various dimensions. Context data is also vital for setting user access rights.
Access rights required for editing and assigning context data
In order to add or edit context data you must be a member of a user group with the permission to modify Master Data.
In order to assign context data to a device you need to be a member of a role with inventory write access for that device.
In order to assign context data to a user (to specify responsibilities) you need to be a member of a role with workforce management write permission.
Another useful context is the physical process association of a given device. You can model physical processes in INVENTORY/PLANT ASSETS.
Many organizations use an additional dimension to structure OT assets that is related to device function and/or vendor. This type of information can be modeled in INVENTORY/EXTENDED in the Device Groups tab.
Using the edit tree
The edit tree for locations, process models, and device groups supports drag-and-drop to make modifications. This way you don't have to worry about modifying your context trees later on. If you move an entry to a different position via drag-and-drop, all device and user relationships will be maintained.
To move a given context entry to a different position in the tree, simply mark the entry with a left mouse click, hold the left mouse button, and move the entry to the desired position. At the desired position, release the left mouse button.
Assigning context data to a device
In order to assign context data to a device, select the device in the inventory and click on Edit.
In the dialog box that pops up you can assign context data in the Device tab.
Once that you click on the down arrow button in each field, a drop-down menu pops up that allows you to select an entry of the respective context tree.
In the upper fields marked in yellow allow you to assign the location of the device and the device group.
In the lower fields marked in grey you can assign a physical process association and the location of the process, which can be quite different from the location of the OT device.
Assigning context data to multiple devices (bulk edit)
Especially when populating OT-BASE Asset Center from scratch, it is too labor intense to assign context data for every device individually. For this reason, you can use bulk edit to perform your assignments in one easy step.
In order to use bulk edit, select multiple devices in the device inventory (INVENTORY/DEVICES). You can do that by using the left mouse button in conjuction with the Shift and Control keys on your keyboard.
When you now click on Edit, the assignments that you make in the edit dialog will be applied to all devices that you have selected. To make you aware that you are editing multiple devices, the frame of the edit dialog shows in red.