Workbench User Interface Overview

Workbench is an advanced interface that integrates HMI/SCADA technologies. It enables you to configure all GENESIS components and manage your projects. Workbench's default project, MyProject, contains all installed applications.

After installing GENESIS, Workbench usually opens automatically (depending on the type of installation). You can open it any time later using the Windows search box.

To open Workbench:

In the search box on the Windows task bar, enter Workbench and open the app from the search results.
If required, log in to Workbench with your GENESIS user name and password.

If you get a connection error, select the Tools ribbon and check the server connection. If the Connect button is active, click it.

You may also need to check that the SQL Server is running and configure the FrameWorX™ server location using the button in the Tools section.

The workspace consists of four main areas as shown in the following image.

The following table describes the main areas of Workbench.

Section	Description	Function
	Ribbon	Workbench's top ribbon consists of tabbed menu selections. The following is a brief description of each: File—A list of commands and choices that also appear on other tabs. For example, New Project, SQL Configuration, FrameWorX Server Location, Bulk Asset Configurator, and Login and Logout functions. Home—Ribbon buttons change dynamically based on the items selected in the Project Explorer. Without anything selected, the default Home tab displays: Login/Logout Service control, such as the Point Manager, is used to start and stop a service. Copy and edit Import/export project-related functions Tools for configuring services, applications, and creating reports View Certificates Project—Allows you to create a new project, update licensed applications in the project, enable Runtime Collection settings, configure available SQL Servers, file and folder settings, and add new database connection settings. Tools—Tools allow you to configure server connections, connect to or disconnect from the server, check licensing, and provides various usability layout functions. Help—Options to view the Help within the app or in an external browser and provides a What's New topic for new product features. Simplified Ribbon—You can collapse and expand the ribbon, compress the ribbon view, or show only the ribbon tabs.
	Project Explorer Navigation Tree	The Project Explorer is the most used area of Workbench. It is a hierarchical tree structure that holds all project-related applications and sub-items (parent and child nodes) needed to configure application settings in your project, such as configuring assets, data connectivity, and historical data.
	Content Pane and Project Details	Selecting a menu item from the navigation tree displays the project details, such as the application or sub-item names related to your selection. The content pane is where you provide general information, commands, calculations, and conditions for a particular function or entity, such as defining a digital alarm for a flow meter in a liquid storage tank. Project Details supports multi-selection using the Shift and Ctrl keys. To return to the default setting, select Tools >Quick Layouts.
	Data Browser and Recent Tasks	The Data Browser pane provides a convenient way to browse data sources and access information more readily. Use the search bar to look up and filter data. Recent Tasks shows in-progress tasks and completion percentages when you generate a report or export a configuration. Right-click the task to access the available options, such as viewing the log, retrying a failed task, or downloading a generated export file.

What's Next?

Workbench Project Overview