Configuration

Overview

The Configuration tab in the Equipment hub is used to manage the configuration of a selected panel. Use this tab to:

• Download the current configuration from a panel.
• Review saved configuration snapshots.
• Open and edit the current configuration.
• Compare an older configuration with the current configuration.
• Restore a full configuration or selected configuration options.
• Export configuration data to a CSV file.
• Exclude one configuration from rotation.
• Create a basic configuration from selected configuration elements.

Use this tab when you need to audit panel settings, recover previous values, prepare a basic configuration, or apply configuration changes to a physical panel.

note

This article assumes that the user opens the Configuration tab from a selected panel in the Equipment hub. Exact permission names, configuration option names, and validation rules are not specified in the available source information.

Before you begin

Required permissions

• You must have permission to view equipment and open panel details.
• You must have permission to view panel configuration.
• You must have permission to download configuration from a panel.
• You must have permission to change and upload panel configuration.
• You must have permission to export configuration, if exporting is required.
• You must have permission to restore configuration, if restoring is required.

info

Access to the Configuration tab and configuration charts is controlled by the role permission group called "Configuration".

Preconditions

• The panel must exist in the Equipment hub.
• The panel must be available for configuration download before the page can show configuration data.
• A configuration must be downloaded before users can review, edit, compare, export, or restore configuration values.
• To compare configurations, at least two configuration snapshots must exist.
• To upload changes, at least one configuration option must be changed.

Dependencies

• Configuration download and upload depend on communication with the selected panel.
• Export depends on browser file download behavior.
• Configuration restore depends on the availability of the saved configuration snapshot.
• Search results depend on configuration option names and values available in the downloaded configuration.

Important limitations

warning

• Uploading configuration changes can take more than 5 minutes.
• Only one configuration can be marked as Exclude from rotation at a time.
• The Compare with current configuration action is not available for the newest current configuration.
• Restoring a configuration or selected options changes panel configuration values. Review differences before you continue.
• If no configuration has been downloaded yet, the tab shows a warning and only allows downloading configuration from the panel.

Page layout

Configurations list

The configurations list is the default view of the Configuration tab after at least one configuration has been downloaded. It shows saved configuration snapshots for the selected panel.

If no configuration is available, the page shows the message Configuration not available yet. Download configuration from panel to work with it and a Download button.

Callout	UI element	Description	When to use
1	Tab title	Shows the current tab name: Configuration.	Use to confirm that you are managing the selected panel configuration.
2	Refresh button	Starts downloading configuration from the panel and refreshes the configuration list.	Use when you need the latest configuration from the panel.
3	No configuration warning	Shows that no configuration is available yet for the selected panel.	Use as a prompt to download the first configuration from the panel.
4	Download button	Starts the first configuration download from the panel.	Use when the tab has no saved configuration snapshots.
5	Configuration item	Shows one saved configuration snapshot. The left side shows the download time and date, for example, 3:48:24 PM and Thu 21 May, 2026.	Select a configuration item to open and review its settings.
6	Current configuration indicator	Shows a check icon near the newest actual configuration.	Use to identify the configuration that currently represents the latest panel state.
7	Compare with current configuration icon	Opens the compare screen for the selected saved configuration and the current configuration.	Use to review differences before restoring or auditing changes. This icon is not shown for the newest current configuration.
8	Export icon	Opens the Export file modal for the selected configuration.	Use to download the configuration as a CSV file.
9	Exclude from rotation icon	Marks the selected configuration as excluded from rotation.	Use when a configuration must be kept out of rotation. Only one configuration can be marked at a time.

note

The Refresh and Download actions both start a configuration download from the panel. Download appears when no configuration exists. Refresh appears after configurations are available.

Edit configuration screen

The edit configuration screen opens when you select a configuration from the configurations list. Use it to review, search, change, export, or create a basic configuration from selected settings.

Callout	UI element	Description	When to use
1	Screen title	Shows Configuration.	Use to confirm that a configuration snapshot is open.
2	Download date and time	Shows when the configuration was downloaded, for example, May 21st, 2026 at 3:48 PM.	Use to verify that you are reviewing the expected configuration snapshot.
3	Three-dot menu	Shows configuration actions: Export and Make basic.	Use to export the configuration or start creating a basic configuration.
4	Search field	Filters or searches configuration options by entered text.	Use to find a specific configuration option before reviewing or changing it.
5	Configuration options	Shows editable configuration settings for the selected panel configuration.	Use to review or change configuration values.
6	Changed option highlight	Highlights configuration options that have been changed but not uploaded.	Use to identify pending changes before upload.
7	Undo icon	Reverts the change for an individual modified option.	Use when you want to discard one changed option without canceling all pending changes.
8	Pending changes message	Shows the number of pending configuration changes, for example, 3 pending configuration changes.	Use to confirm how many changes will be uploaded.
9	Upload icon button	Opens the Upload configuration changes confirmation modal.	Use after reviewing pending changes and deciding to apply them to the panel.
10	Cancel icon button	Discards pending configuration changes.	Use when you do not want to upload the current edits.
11	Basic configuration selection message	Shows the number of selected configuration elements for creating a new basic configuration.	Use after selecting options in Make basic mode.
12	Create icon button	Opens the step where you enter a basic configuration name and save it.	Use to create a basic configuration from selected elements.
13	Cancel icon button for basic configuration	Cancels basic configuration creation and clears the selected elements.	Use when you do not want to create a basic configuration.

note

The source information does not specify the full list of configuration options. Document each option separately if option names, accepted values, and validation rules are available.

Compare configurations screen

The compare configurations screen opens when you select Compare with current configuration for a saved configuration. Use it to review differences between the selected saved configuration and the current configuration.

Callout	UI element	Description	When to use
1	Saved configuration date	Shows the date and time of the selected saved configuration, for example, May 21st, 2026 at 3:42 PM.	Use to confirm which older configuration is being compared.
2	Current configuration date	Shows the date and time of the current configuration, for example, May 21st, 2026 at 3:48 PM.	Use to confirm the target comparison baseline.
3	Search field	Searches configuration options shown in the comparison.	Use to find a specific changed option.
4	Differences list	Shows configuration options that differ between the two configurations.	Use to review what changed before restoring a full configuration or one option.
5	Restore configuration icon button	Restores the older configuration to the panel.	Use when the panel must return to the selected saved configuration.
6	Restore button for changed option	Restores one changed option without restoring the full configuration.	Use when only specific settings must be recovered.

warning

Restoring a full configuration or selected options changes panel settings. Review the difference list before restoring values.

Export file modal

The Export file modal opens when you select Export from the configurations list or from the three-dot menu on the edit configuration screen.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Export file.	Use to confirm that you are exporting configuration data.
2	Separator selection	Sets the delimiter used in the exported CSV file.	Use to choose the format required by your spreadsheet or data-processing tool.
3	File name field	Sets the exported file name. Example: 88F2461A1283_2026-05-21-15-48-24.csv.	Use to keep the panel identifier and configuration timestamp in the file name.
4	Cancel button	Closes the modal without exporting.	Use when you do not want to export the configuration.
5	Export button	Exports the configuration file using the selected separator and file name.	Use after reviewing the export options.

Upload configuration changes modal

The Upload configuration changes modal opens when you select Upload after changing one or more configuration options.

Callout	UI element	Description	When to use
1	Modal title	Shows the modal name: Upload configuration changes.	Use to confirm that you are about to apply changes to the panel.
2	Confirmation message	Shows: Uploading configuration process can take more than 5 minutes. Do you really want to apply changes now?	Review before starting the upload.
3	Cancel button	Closes the modal without uploading changes.	Use when you need to review or change edits before upload.
4	Upload button	Uploads changed configuration options to the panel.	Use when you are ready to apply pending configuration changes.

warning

Do not close the page or interrupt panel communication while configuration changes are uploading, unless your product support process instructs you to do so.

How to use this page

Download the first configuration from a panel

Goal:

• Download configuration from the selected panel so you can review, edit, compare, or export it.

Steps:

1. Open the Equipment hub.
2. Open the required panel.
3. Select the Configuration tab.
4. If the page shows Configuration not available yet. Download configuration from panel to work with it, select Download.
5. Wait for the download process to complete.

Expected result:

• The panel configuration is downloaded.
• The configurations list appears.
• The downloaded configuration is available for review.

Refresh the current configuration

Goal:

• Download the latest configuration from the panel and update the configurations list.

Steps:

1. Open the selected panel in the Equipment hub.
2. Select the Configuration tab.
3. Select Refresh.
4. Wait for the download process to complete.

Expected result:

• A new or updated configuration snapshot appears in the list.
• The newest actual configuration is marked with a check icon.

Open and review a configuration

Goal:

• Review configuration options for a saved configuration snapshot.

Steps:

1. Open the Configuration tab for a panel.
2. In the configurations list, find the configuration by date and time.
3. Select the configuration item.
4. Review the configuration date and available options.
5. Use the search field to find a specific option, if needed.

Expected result:

• The configuration opens on the edit configuration screen.
• The configuration options are available for review.

Change configuration options and upload them to the panel

Goal:

• Apply selected configuration changes to the panel.

Steps:

1. Open the required configuration.
2. Use the search field to find the option you want to change.
3. Change one or more configuration options.
4. Review the highlighted changed options.
5. If you need to revert one option, select the Undo icon near that option.
6. Review the pending changes message.
7. Select the Upload icon button.
8. In the Upload configuration changes modal, review the warning message.
9. Select Upload.

Expected result:

• Changed configuration options are uploaded to the panel.
• The pending changes message is cleared after the upload completes.
• The panel uses the uploaded configuration values.

warning

Uploading configuration changes can take more than 5 minutes. Start the upload only when panel communication can remain available during the operation.

Cancel pending configuration changes

Goal:

• Discard configuration edits that have not been uploaded.

Steps:

1. Change one or more configuration options.
2. Review the pending changes message.
3. Select the Cancel icon button near the pending changes message.
4. Confirm the result on the page, if a confirmation is shown.

Expected result:

• Pending configuration changes are discarded.
• Changed option highlights are removed.
• No changes are uploaded to the panel.

Compare a saved configuration with the current configuration

Goal:

• Review differences between an older configuration and the current configuration.

Steps:

1. Open the Configuration tab.
2. Find an older saved configuration in the configurations list.
3. Select the Compare with current configuration icon.
4. Review the saved configuration date and the current configuration date.
5. Use the search field to find a specific option, if needed.
6. Review the differences list.

Expected result:

• The compare configurations screen opens.
• Differences between the selected saved configuration and the current configuration are shown.

note

The Compare with current configuration icon is not shown for the newest current configuration.

Restore a full saved configuration

Goal:

• Restore an older saved configuration to the panel.

Steps:

1. Open the compare configurations screen for the saved configuration you want to restore.
2. Review the differences between the saved configuration and the current configuration.
3. Select the restore configuration icon button.
4. Complete any confirmation step, if shown.
5. Wait for the restore process to complete.

Expected result:

• The selected saved configuration is restored to the panel.
• The panel configuration changes to match the restored configuration.

warning

Restore only after you confirm that the older configuration is the intended target. Restoring can overwrite current panel settings.

Restore one changed option from comparison

Goal:

• Restore a specific option without restoring the full configuration.

Steps:

1. Open the compare configurations screen.
2. Use the search field to find the option you want to restore.
3. Review the current value and saved value.
4. Select Restore for the changed option.
5. Complete any confirmation step, if shown.

Expected result:

• The selected option is restored independently.
• Other configuration options are not restored by this action.

Export a configuration

Goal:

• Download a configuration as a CSV file.

Steps:

1. Open the Configuration tab.
2. Do one of the following:
   • In the configurations list, select the Export icon for a configuration.
   • Open a configuration, select the three-dot menu, and then select Export.
3. In the Export file modal, select a separator:
   • Comma
   • Semicolon
   • Tabulation
4. Review or edit the file name.
5. Select Export.

Expected result:

• The configuration is exported as a CSV file.
• The downloaded file uses the selected separator and file name.

Exclude a configuration from rotation

Goal:

• Mark one configuration so it is excluded from rotation.

Steps:

1. Open the Configuration tab.
2. Find the configuration in the configurations list.
3. Select the Exclude from rotation icon for that configuration.
4. Review the list to confirm the selected configuration is marked.

Expected result:

• The selected configuration is excluded from rotation.
• If another configuration was previously excluded, it is no longer the excluded configuration.

note

Only one configuration can be excluded from rotation at a time.

Create a basic configuration

Goal:

• Create a new basic configuration from selected configuration elements.

Steps:

1. Open the required configuration.
2. Select the three-dot menu.
3. Select Make basic.
4. Select the configuration elements to include in the new basic configuration.
5. Review the message that shows how many configuration elements are selected.
6. Select the Create icon button.
7. Enter the basic configuration name.
8. Save the basic configuration.

Expected result:

• A new basic configuration is created from the selected elements.
• The selected name is saved for the basic configuration.

Cancel basic configuration creation

Goal:

• Stop creating a basic configuration and clear the current selection.

Steps:

1. Start Make basic mode from the three-dot menu.
2. Select one or more configuration elements.
3. Select the Cancel icon button near the selection message.

Expected result:

• Basic configuration creation is canceled.
• Selected configuration elements are cleared.

Field and option reference

Configuration list fields and actions

Name	Description	Accepted values	Behavior	Restrictions	Default value
Configuration date and time	Shows when the configuration was downloaded from the panel.	Date and time, for example, 3:48:24 PM and Thu 21 May, 2026.	Identifies each saved configuration snapshot.	Read-only.	Set when the configuration is downloaded.
Current configuration indicator	Check icon that marks the newest actual configuration.	Visible or not visible.	Appears near the current configuration.	System-controlled.	Not visible for older configurations.
Compare with current configuration	Opens comparison between the selected saved configuration and the current configuration.	Icon button.	Opens the compare configurations screen.	Not displayed for the newest current configuration.	Available for older configurations when comparison is supported.
Export	Opens the export modal for the selected configuration.	Icon button or menu option.	Exports configuration data to CSV after export options are confirmed.	Requires export permission, if configured.	Available for saved configurations.
Exclude from rotation	Marks a configuration as excluded from rotation.	Icon button.	Moves the exclusion mark to the selected configuration.	Only one configuration can be excluded at a time.	No excluded configuration is specified in the available source information.

Export file fields

Name	Description	Accepted values	Behavior	Restrictions	Default value
Separator selection	Sets the delimiter used in the exported CSV file.	Comma, Semicolon, or Tabulation.	The exported file uses the selected separator between values.	Only listed separators are supported based on available information.	Not specified.
File name	Sets the name of the exported CSV file.	Text file name ending in .csv. Example: 88F2461A1283_2026-05-21-15-48-24.csv.	Used as the downloaded file name.	Must be valid for the operating system and browser download rules.	Panel identifier and configuration timestamp, if generated by the system.

Edit configuration controls

Name	Description	Accepted values	Behavior	Restrictions	Default value
Search field	Searches configuration options.	Text.	Shows matching configuration options or narrows the visible list.	Search behavior depends on available option names and values.	Empty.
Configuration option	Individual setting in the panel configuration.	Depends on the option.	Can be reviewed and changed when editable.	Validation rules are not specified in the source information.	Value downloaded from the panel.
Undo	Reverts a changed option.	Icon button.	Restores the option to its previous value before upload.	Appears only near changed options.	Hidden until an option is changed.
Upload	Starts upload confirmation for pending changes.	Icon button.	Opens the Upload configuration changes modal.	Appears when pending changes exist.	Hidden until an option is changed.
Cancel	Discards pending changes.	Icon button.	Clears pending changes and removes changed option highlights.	Appears when pending changes exist.	Hidden until an option is changed.
Basic configuration name	Name entered when creating a basic configuration.	Text.	Saved as the name of the new basic configuration.	Exact validation rules are not specified.	Empty.

Compare configuration controls

Name	Description	Accepted values	Behavior	Restrictions	Default value
Compare search field	Searches options in the comparison view.	Text.	Helps locate specific changed options.	Only searches options available in the comparison screen.	Empty.
Restore configuration	Restores the selected older configuration to the panel.	Icon button.	Applies saved configuration values to the panel.	Use only after reviewing differences.	Available on the compare screen.
Restore option	Restores one changed option from the saved configuration.	Button.	Applies only the selected option value.	Available only for changed options shown in the comparison.	Available for each changed option.

Tips

tip

• Download or refresh configuration before making changes so you work with the latest panel state.
• Use search before editing to reduce the chance of changing the wrong option.
• Review highlighted options and use Undo for individual changes before selecting Upload.
• Export a configuration before making major changes if your team needs an audit copy.
• Compare configurations before restoring an older snapshot.
• Use option-level Restore when you need to recover one setting without replacing the full configuration.

Troubleshooting

Configuration is not available

Possible causes

• No configuration has been downloaded for the selected panel.
• The panel is not available for download.
• The user does not have permission to view or download configuration.

What to do

1. Confirm that you opened the correct panel.
2. Select Download.
3. Wait for the download process to complete.
4. If the warning remains, confirm panel connectivity and your permissions.

Refresh does not update the list

Possible causes

• The download process did not complete.
• The panel is offline or unavailable.
• There were no changes since the last downloaded configuration.
• The user does not have permission to download configuration.

What to do

1. Select Refresh again after confirming panel availability.
2. Check whether the newest configuration has the same date or values as the previous one.
3. Confirm that you have permission to download configuration.
4. Contact support if the download repeatedly fails.

Compare icon is missing

Possible causes

• The selected configuration is the newest current configuration.
• Only one configuration snapshot exists.
• The user does not have permission to compare configurations.

What to do

1. Check whether the configuration has the current configuration check icon.
2. Select an older configuration in the list.
3. Download another configuration if only one snapshot exists.
4. Confirm your permissions.

Upload button does not appear

Possible causes

• No configuration option has been changed.
• The changed value was reverted.
• The open configuration is not editable.
• The user does not have permission to change configuration.

What to do

1. Change an editable configuration option.
2. Confirm that the option is highlighted as changed.
3. Check whether the pending changes message appears.
4. Confirm that you have permission to upload configuration changes.

Upload takes longer than expected

Possible causes

• Uploading configuration changes can take more than 5 minutes.
• Panel communication is slow or unstable.
• The upload includes multiple configuration changes.

What to do

1. Wait for the upload process to finish.
2. Do not refresh the page unless instructed by support or product guidance.
3. If the upload fails, review the changed options and try again when panel communication is stable.

Exported file does not open correctly in a spreadsheet

Possible causes

• The wrong separator was selected.
• The spreadsheet application expects a different delimiter.
• The file name was changed or the file extension is missing.

What to do

1. Export the configuration again.
2. Select the separator required by your spreadsheet application: Comma, Semicolon, or Tabulation.
3. Confirm that the file name ends with .csv.
4. Open the file again.

Basic configuration cannot be created

Possible causes

• No configuration elements were selected.
• The basic configuration name is empty or invalid.
• The user does not have permission to create a basic configuration.

What to do

1. Select Make basic from the three-dot menu.
2. Select one or more configuration elements.
3. Select Create.
4. Enter a basic configuration name.
5. Save the basic configuration.
6. If saving fails, confirm the name rules and your permissions.

Restored value is not applied as expected

Possible causes

• The wrong configuration snapshot was selected.
• The wrong option was restored.
• The restore process did not complete.
• The panel received later configuration changes after the restore.

What to do

1. Compare the saved configuration and current configuration again.
2. Confirm the configuration dates shown on the compare screen.
3. Restore the correct option or full configuration again, if needed.
4. Refresh the configuration after restore to verify the panel state.

Related pages

info

• Equipment hub
• Panel details
• Basic configurations
• Configuration comparison
• Configuration export
• Role permissions