Sales and Migration Notes for Desigo Insight

This section provides an overview of how, whether, and at what effort, the various Desigo Insight applications can be migrated to Desigo CC.

This requires in-depth knowledge of both Desigo Insight and Desigo CC.

This is necessary to properly evaluate the current Desigo Insight project with the customer/user and record the following on a checklist:

What needs to be cleaned up
Which applications are used
What can be left out, corrected, or improved as part of a migration
How are individual functions implemented
The new concepts are outlined and then defined, together with the customer/user as to how they can be implemented in Desigo CC.
Knowledge of both systems is required to make a professional impression. It should also be noted that various Desigo Insight applications, functions, or concepts cannot be implemented directly in Desigo CC. In this case, alternative concepts must be worked out or changes with regard to handling, operating, access rights, alarming, workflows, must be discussed with the customer/user.
This section does NOT illustrate how to update a Desigo Insight project to the latest version to generate a migration package. It also only illustrates the most important points for Desigo Insight graphic migration. This is described in detail in the online help. This applies in general as well to solution approaches and proposals for individual Desigo CC applications.

The Desigo Insight application and important functions are listed in the following sections as an introduction. For a quick overview, we indicate whether the application or function can be migrated to Desigo CC.

Yes	The application or function can be migrated to Desigo CC.
No	The application or function can NOT be migrated.
Part- ially	Partial functions are available in Desigo CC, important functions are no longer available or another philosophy, function, or application forms the basis. The function can be implemented in Desigo CC, but at considerable configuration effort with likely functional limitations or important changes to the concept.
Not direct	A similar function exists in Desigo CC, but is available in another application.

The table provides a general indication of the effort, whether low, medium, or high effort is anticipated to implement and migrate to Desigo CC. The categorization of effort as low, medium, or high is derived from time and complexity; the number (of reports, trend views, etc.) are not included in the calculation.

Low	Little effort	The application and function can be mapped directly in Desigo CC. No additional effort outside of implementation.
Medium	Medium effort	The function cannot be mapped directly. The application must be implemented using detours (for example, scripting, automation level).
High	High effort	Concept change in Desigo CC required with a completely new definition and configuration of the function, approaches can be eventually taken over.
None	No effort	No effort for migration as it only has an impact in Desigo CC on operation of the application or function.

Trend Viewer, Online Trends

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Compiling and saving a trend view with online values from automation stations including display, layout, scaling, axis labeling for reuse. Application: Only current workflow for commissioning and diagnostics, snapshot save available for later use	No		Saving Trend View definitions with online values always generates an online trend log object in the background for each value.
Compiling and saving a Trend View with online values permits setting value trending by data point (update time or change of value) that only applies to this current Trend View. It can be set without advanced knowledge of Desigo Insight.	No		For Trend View definitions with online values, attenuation must be set for value trending of data point properties. The user required configuration rights and advanced knowledge to configure attenuation.
Continuously save compilation of a trend view with online values using the online trend function. System Report (TrendViews), displays the trend view with the trended values.	Yes	Medium	For Trend View definitions with online values, attenuation must be set for value trending of data point properties. The user required configuration rights and advanced knowledge to configure attenuation. Attenuation also acts on the value updates in the graphics, reports, or even reactions. Clarification prior to migration: Are predefined Trend View definitions with online values? Users Rights: Who is permitted to create and save Trend View definitions, to include configuration rights to set attenuation? Design of HDB or long-term storage and archiving Concept change to the current application and workflow

Trend Viewer, Offline Trends

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Compiling and saving a trend view with trend data recording from the automation station (BACnet device), including display, layout, scaling, axis labeling for reuse. Application: Historical curve for tracking, optimization, etc., System Report (TrendViews) displays the trend view with the recorded values.	Yes	Low	Trend View definitions must be mapped, including axis labeling, scaling, displays, and saved using a strong name in the corresponding folder. Clarification prior to migration: Open the Trend View definition on the plant level from the link or via icon on the plant graphic
Trend Viewer permits the user to directly start a trend upload of the current view. It can be done selectively from site, building, plant, partial plant, or individual trend log object.	Not direct	None	Clarification prior to migration: Trend Viewer does not support the trend upload function of the current view. The customer/user must be introduced to the new concept as well as operating philosophy. In other words, the user must perform the upload on an individual basis using the trend view key or Multiple selection of trend log objects for upload from the Logical or Application View where the previously opened trend view is replaced by a new Trend View definition in the primary pane.
The trend upload process can be set up as a system property to automatically upload trend data from tend log objects at a defined time or periodically, every x hour. Application: The trend data is always uploaded to the trend database at change of shift or start of operation regardless of the reporting threshold entered on the trend log object.	Yes	Medium	The trend data from the automation station can be uploaded using a time reaction. Clarification prior to migration: It must be configured and requires clarification in advance as to which trend data/trend log objects must be uploaded on a time or cyclical basis.

Trend Viewer Archive

Description Desigo Insight

Can be implemented

Effort

Implementation in Desigo CC

Trend Viewer can open a trend data archive file.
The default user can also open and evaluate archives and trend data.

Not direct

None

Trend data, moved from long-term storage to the archive, can only be opened using the System Management Console (SMC).
Clarification prior to migration:

SMC knowledge is required to open a trend archive

Access rights to archive files can be set up in the Desigo Insight system configuration for a specific user groups.

Yes
Partially

Low

Clarification prior to migration:

Concept for access rights - Who is allowed to open archive files

SMC privileges are defined via Windows

Log Viewer

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Log Viewer allows the user to manually create a log entry. Application: Comment on special events (manual archiving)	No		Manual log entry is not supported.
Log Viewer supports adding a written or spoken comment to a log entry (alarm, event, user activity, state). Application: Comment on special events or document and what was done, for example, to troubleshoot the fault.	Yes Partially	None	A note (comment) can be added to the event (for example, alarm, fault, information), on the alarm list using the note editor. This note is displayed in the Log Viewer or Detail Log under Action detail.
The Log Viewer can open a log data archive file. The default user can also open and evaluate archives and log data.	Not direct	None	Log data such as events and activities, moved to archive from long-term storage, can be opened with a report.
Access rights by user group can be set up in the Desigo Insight system configuration for opening the archive files.	Yes Partially	Low	Clarification prior to migration: Concept for access rights: Who may open the archive files SMC privileges are defined via Windows privileges
Log Viewer allows the user to directly start an event upload as needed. This manual upload procedure is used on BACnet third-party devices. It can be done selectively from site, building, plant, partial plant, or individual event log object.	Not direct	None	Clarification prior to migration: The event upload functions cannot be manually started in Log Viewer. The customer/user must be introduced to the new concept as well as the function.
On BACnet third-party devices that support an event log object, the trended events can be automatically uploaded at a defined time or cyclically every x hours.	No		The trended event log data cannot be read via time reaction and uploaded.

Report Viewer, Reports & Energy Reporting

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
HQ or RC already supplies reports, default reports via alarms, log entries, or point reports.	Yes	None	A number of the reports known from Desigo Insight are supplied with the distribution media. Of note is also that the report output (printer, email, file) must be defined for each report template. Export and import are supported here.
Customized reports can be created, exported, and reused based on templates. System Report (Report) also displays available reports. Restriction: In is not immediately evident in the System Report what is HQ, RC, or a project	Yes	Medium	All customized reports must be recreated. Of note is also that the report output (printer, email, file) must be defined for each report template. Export and import are also supported here.
Reports on the system, user groups, configuration, reaction process, scopes, sites, and objects, are supplied by HQ or RC	Yes	Medium	Reports on the system can/must be recreated depending on customer requirements.
Reports on TRA groups, such as rooms and room segments, unassigned elements, orphan group members, or occupied segments in unused rooms, are already supplied by HQ or RC.	Yes	Medium	Reports on TRA groups can/must be recreated depending on customer requirements.
Energy Reports as a data evaluation and reporting program provides gap free processing and presentation of all operating data. Data is read from the trend database using various reports and provided to the user in the appropriate form. HQ or RC suppliers reports, such as energy consumption, energy costs, weight consumption, adjusted heating degree days report, energy benchmark, CO2 benchmark. Multiple reports or even comparison reports with previous year periods (1-2 years) can be created and saved for each report type.	Yes	High	Advanced reporting provides an application to create detailed reports for the discipline Energy & Power Management on data or data series, combined with comparisons, benchmarking, evaluations, calculations, or hyperlinks. HQ supplies pre-made report templates for consumption, load, power, comparison reports, and consumption overviews. Customized reports can be created by trained users.
Desigo Insight Plant Viewer has a button to start a Plant Viewer report function. Where point reports can be created as well as saved.	Yes	Medium	Customer and customized reports from the Plant Viewer report function and report builder function must be mapped and configured. Reports may eventually need to be assigned to a plant as a link.

Reactions

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
The reaction processor supports time-based reactions and can create exceptions, i.e. switching on and off using a time filter such as time range, date entry, or calendar (vacations, holidays) day(s) one time or repeated. An action (for example, write value, perform report) can be performed cyclically on the resulting days. Supported are: Every xx min., xx hours, xx days, xx weeks System Report (Reaction) also displays the reactions:	Yes Partially	Medium	Time-based reactions can be mapped to some extent over time and operating mode. It is supported without much configuration effort - Triger for the reaction over defined time periods: Weekly, every xx weeks on a defined day, day of week, or weekend Monthly, for example, always on 1. 31 every xx months or First, second, third, fourth, last Monday, Tuesday, every xx months Link to an operating mode, controlled by the workstation scheduler, including exceptions or exception on the workstation calendar. Time trigger every xx minutes, all xx hours, must be either: Triggered by a script that describes a virtual point and used in the reaction as a change of value. Or by a trigger from the subsystem that triggers the reaction as cycle generator. An AND link as time filter is possible, for example, daily at 8:00 am or 5:00 pm.
The reaction processor supports event-based reactions and can create exceptions, i.e. switching on and off using a time filter such as time range, date entry, or calendar (vacations, holidays) days one time or repeated. An event-triggered reaction (for example, write value, perform report) can be performed cyclically on the resulting days. Supported are: Data point AND/OR data point as trigger Compare data point with value Data point 1 compare with data point 2	Yes	Low	Event-based reactions can be mapped through an alarm or value/states. It is supported without much configuration effort - Triger for the reaction, if: An analog data meets certain conditions (for example, Is on, is off, >, <, =, <>, >=, <= a fixed, defined value or another data point) A digital or multistate data point meets certain conditions (for example, Is on, is off, >, <, =, <>, >=, <= a fixed, defined value or another data point) An event (all or defined alarm category, all or defined discipline, subdiscipline, type, subtype) occurs These conditions can be linked by AND or OR, And with a time filter (time range, for example, weekdays only 8:00 am – 6:00 pm) AND linked.
Time and event-based reactions can be used in combination and can start corresponding actions as triggers: Supported are: Data point OR data point AND time filter Data point AND data point, trigger via time (for example,. every xx minutes)	Yes	Medium	Either the data point and/or time can be used as a trigger on combined reactions. It is supported without much configuration effort: Data point OR data point OR event (each or defined event category, each or defined discipline, subdiscipline, type, subtype) AND time filter Data point AND data point, trigger over time at a defined time (daily at 8 am)
The reaction processor supports on projects with different subsystems, writing COV-based (change of value) values to other values (data points). Application: Outside temperature, demand signals are subscribed and this value is written after a change of value to another analog value. System Report (Reaction) also displays reactions based on COV data:	Not direct	Medium	Scripting must be used to monitor an analog value for change of value (COV) and write THIS value after COV to another data point. Clarification prior to migration: Can it be triggered in the applicable subsystem? Or Does a cyclical write suffice - writing an analog value of a data point to another data point every xx seconds. It could be easily resolved using a cycle generator or script and a virtual data point.
Various actions can be performed from the reaction, even with a delay. Supported are: Write values (all 16 BACnet priorities are supported) or re-enable Start Windows command, for example, to run an exe file Backup AS at a define time (for example, every Friday at 6 pm) Restore AS - A selection of the backup version is possible and enable backup and restore to restore an application program Perform reports (as batch report) Send to recipient, in other words, report to email, printer, file	Yes Partially	Medium	Reactions trigger actions or ELSE actions if the conditions are not met. The advantage is that a component, value can be switch off and then off again using a reaction. Actions are considered steps that expire either directly of with a delay. Functions from Desigo Insight cannot be directly or easily implement which results in limitations or the implementation is more complex accordingly. Using an action to perform one or multiple reports and sending them to recipients such as email, printer, or file, requires a medium amount of reengineering to implement. Clarification prior to migration: Write or enable values? Only BACnet Prio 8 is supported here. This may eventually require a change to the application program in the subsystem Windows command must be resolved using a Java script Backup AS can only be resolved through reengineering using a time reaction. Alternative: If no defined time is required, you can backup an automation station, for example, every 86,400 sec. or weekly, every 604,800 sec. Only the last backup can be used to restore the AS. Does an automatic restore really make sense here? This can also be resolved using a reaction as needed.

Eco Viewer

Description Desigo Insight

Can be implemented

Effort

Implementation in Desigo CC

The limits for an energy-efficient state can be configured through the Eco Viewer to display a suboptimum state for components, aggregates, plants, or individual data points.

Monitoring is based on various application programs on the PX automation station. Key performance indicators (KPI) are values monitored for min., max., average, linger period in value ranges, switch-on period, switch-on frequency, consumption within a defined time range. The KPS or key performance status reports when set limits are exceeded. The calculated and monitored values are also recorded by trend log objects.

There is no longer an Eco Viewer specific to Desigo Insight.

KPS reports a violation of the "energy-efficient" state and displays it in the event list.
The trended values from the trend log object are also available.

The KPS formed from the subsystem can be reweighted and reevaluated on the plants, building sections, or building in the Desigo Insight Eco Viewer. If the KPS triggers and thus displays a "non-energy-efficient state", it is displayed in the Alarm Viewer as well as the Plant Viewer in the form of a Green or brown leaf.

Partially

Medium

There is no longer an Eco Viewer specific to Desigo Insight.

The violation of the "energy-efficient state" is displayed during runtime in the Graphic Viewer. The KPS (green leaf symbol) must be added to the plant graphic after database import.

Reports are also available to acquire, display, and document KPI and KPS.

Alarm Suppression Monitor

Description Desigo Insight

Can be implemented

Effort

Implementation in Desigo CC

The alarm suppression monitor can read and display "suppressed alarms" on connected PX automation stations.

The Desigo PX automation stations can suppress alarms from the area, partial area, plants, partial plants or aggregates, or the entire PX automation stations.

This is necessary, if, for example, partial commissioning is required, but the field devices are not yet installed or cabled. Plant parts can also be switched off for servicing without sending out a process alarm.

Yes

Low

Only a report offers an alternative to the alarm suppression monitor.

Clarification prior to migration:

Was the alarm suppression programmed on the PX automation station?
Was the alarm suppression monitor used?
Map and configure using project-specific reports.
We must clarify whether these reports are generally applicable and always displayed in the link or only for selected plants. In this case, the report must be assigned as a link to the set plant.

Data Sheets, Supplemental Info on Data Point

Description Desigo Insight

Can be implemented

Effort

Implementation in Desigo CC

Desigo Insight Object Viewer can assign a data sheet to a data point. In the formats: pdf, html, rtf, txt, etc.

No documentation in the System Report, in other words, project verification

Yes

Medium

Engineering required: Copy pdf, rtf, txt, html to folder Documents for the current project, save in Desigo CC and then assign the data points.

Clarification prior to migration:

Is there a continued need to assign data sheets to selected data points?
Can this be eventually resolved in general over the company's HIT Portal?
Should we proceed in the same way for function descriptions of plants?

Instruction texts, Todo texts

Description Desigo Insight

Can be implemented

Effort

Implementation in Desigo CC

The Desigo Insight Object Viewer can define an instruction text to data points. It is only set up one time and can be assigned to the impacted data points.

This instruction text is also available to each application (Alarm Viewer, Alarm PopUp, Log Viewer, Plant Viewer, etc.) via data point properties.

Partially

Low

The instruction texts from Desigo Insight are no longer available in this form, but steps can be created for assisted treatment. ToDo texts are imported to Offnormal text entry field.

Clarification prior to migration:

If required, were instruction texts created and maintained?
Note: No documentation in the System Report, in other words, project verification.
If yes, take them over from Desigo Insight and save as txt, pdf, rtf, or html document, save in the system and assign to the data points.
As an alternative to the document in a link, a step can be defined to display the instruction text.
A Todo text referenced multiple times in Desigo Insight is added to each referenced data point in Desigo CC. There is no further text dependency under this data point.
A Desigo Insight URL link is added as a normal text entry in Desigo CC, for example: https://xyz.com/abc/def. The link does not work from Desigo CC .

Plant Viewer, Page Description

Description Desigo Insight

Can be implemented

Effort

Implementation in Desigo CC

Desigo Insight Plant Viewer can open a text document using the button Page description on the Plant Viewer taskbar, which can then be saved under the plant graphic page name by default under Save as.

Customers/users can maintain a type of logbook per plant graphic without advanced knowledge to document notes on troubleshooting, possible causes of faults, function description, or service instructions.

No documentation in the System Report, in other words, project verification

Yes

Medium

Simply "clicking" a page description no longer exists in Desigo CC.

Clarification prior to migration:

If required, were page descriptions used, created and maintained?
If no – then "not needed".
If yes, then take over from Desigo Insight, save as txt document and make available as a button from the plant graphic.

Plant Viewer, Graphics, and General

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
The Plant Viewer is available in Desigo Insight to graphically display plants and processes. Plant graphics are created based on symbols, Genies, and SuperGenies and can be freely drawn and the objects can be rendered dynamic based on the data points (values).	Yes	High	Desigo CC also supports a Graphics Viewer as the graphical visualization packet. Clarification prior to migration: What is still needed, what needs to be changed? Which plant graphics need to be revised and designed differently? Discussion of the operating philosophy (browser or button in the graphics, trend views, data sheets, function descriptions, instruction texts in links) SuperGenie pages after linking, such as hx diagram, setpoint lists, overview of fire dampers, etc.)
Migration from Desigo Insight graphics	Yes	Medium	Observe the following points when migrating existing Desigo Insight graphics to Desigo CC: First-time import with verification of display in the various views, including mapping, technical designation, description, assignment of functions, distribution of partial plants or aggregates over multiple automation stations. Creation of project-specific symbols, functions, and import rules Eventually modifications and error corrections in the subsystems Desigo PX and TRA, change the firmware version. This includes functions such as dynamic generation and deletion, editing of BACnet description texts for Desigo CC or corrections to the abbreviation. Re-import Setting the page size for plant graphics. During migration, the original size of 1272 x 906 forms the basis, the Graphics Generator can eventually be used for extensions. Pages in V2.1 have a size of 1900 x 700. Verify plant operation, foreground/background, colors, ventilation ducts, setpoint field, auxiliary information such as fire dampers, AutoCAD drawings with layer and depth, icons and functions on compounds that were edited and extended. Modify the folder for hx diagram as well as creating of hx diagram is used before, including add link, software options for heating curves, etc. Configure trend views, data sheets, function description, etc., as a link. Establish navigation concepts Post-processing must be calculated, even if Desigo Insight plant graphics were able to be converted to Desigo CC.
Area and Privileges	Not direct	Medium	Desigo Insight Plant Viewer – Areas und Privileges are covered by scope and scope rights
Cicode functions as programming language in the Citect packet	Partially	High	Cicode functions (privileges, evaluations, data transfer, etc.) can be resolved via Java Scripting. This can NOT be implemented if Cicode was used to supply SuperGenies for operation, or display certain information or auxiliary functions on the user interface.

Alarm Routing

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Desigo Insight Alarm Router can forward alarms to various recipients through different media (email, SMS, pager, printer, alarm popup), either 24/7 or via an individual schedule, including exceptions	Yes	High	The alarming concept must be discussed with the customer (user, facility management, service, etc.) and set up a new and configured in Desigo CC with the new functions. Clarification prior to migration: No direct implementation is possible from Desigo Insight. Alarming service organizations, shift word, user groups must be set up anew. Alarm forwarding to email, SMS, pager, automatic opening of alarm list, investigative treatment or assisted event treatment separate from the Journaling printer. The Journaling printer can be disabled or enabled or switched via a scheduler. Alarming is by priorities and initially does not permit parallel sending of faults.
The summary of alarms, faults, and system events is located in the router groups. Various filter criteria are available: Preselection from System, User, or Logical View Support of wildcards (?, *) or based on rules (Regular Expression Syntax) to create a corresponding summary of triggered objects. By site By alarm priority (Prio 1 … 10) Individually selectable alarm, user, or system events Or a freely definable router text that can assign the data points via the Object Viewer.	Yes	High	The triggering events (alarm, fault, system events, changes of state) must be compiled using Desigo CC mechanisms. Clarification prior to migration: No wildcards Formed via scope, alarm category, discipline, subdiscipline, type, and subtype Enable via time range or operating mode linked to the management station scheduler and calendars
Alarm forwarding via a scheduler, including exceptions For example, during occupancy to printer/printer 1; for non-occupancy to printer 2, pager, email or SMS or concept for reserve recipient.	No		Alarming 24/7 or via scheduler, escalation and reserve recipients are NOW defined with the user, set and then implemented using Desigo CC. Clarification prior to migration: A new concept needs to be developed.
Alarm forwarding of faults to multiple recipients Application: All faults from HVAC to the technical equipment in the building, critical faults from HVAC to the technical equipment manager.	No		Alarming must be prioritized in Desigo CC. Parallel sending of alarms is not possible, only events at the highest priority are forwarded. Clarification prior to migration: A new concept must be developed with the customer/user.
Enable directly in alarm router, router table, overview, so that the user can also clearly recognize what is enabled or disabled, or edit using the router table.	Not direct		In Desigo CC, each alarm must be treated and considered individually. There is no view with all defined alarms for the user. In other words For intensively used alarms (customer with various user groups, shirts, service organizations, etc.), a plant graphic must be created that displays all alarms as an overview page and indicates whether they are enabled or disabled. It must still be possible to enable or disable the alarms from the graphic. Enable can also occur from the context area as an alternative. To do this, an alarm concept must also be drafted - no new entry in the alarm list can be created in the "Information" category when disabling an alarm (in other words, clarification at the RC, clarification with the use).

Alarm Router, Alarm Outputs

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Alarm printer (line or page printer) can be entered in the Alarm Router as the output recipient, either 24/7 or via the scheduler. It is easy to enable or disable alarm output to the printer using the router table.	Partially	Low	This is resolved in Desigo CC with the journaling printer and the event printer can also be a page or line printer. There is NO method to cancel the alarm printout by the user (enable/disable) via scheduler. The individual summary of the alarm print out is only possible in an xml file.
Alarms and events can - continuously as well - be written to a file (file format, for example, txt, csv, xls). Application: A third-party system/external application uses newly occurring events for further processing or management.	Partially	Medium	Alarms and events can be summarized in a report. The report can be outputted as xlsx or csv file to a defined folder. Output to a continuous file where the data is added is NOT possible.
A fax can be entered in the Alarm Router as the output recipient, either 24/7 or via the scheduler.	No		Faxes are no longer supported
An email, SMS, pager can be entered in the Alarm Router as the output recipient, either 24/7 or via the scheduler.	Yes	Medium	An email, SMS, pager can be entered in the Alarm Router as the output recipient, either 24/7 or by time or operating mode.
For email, SMS, pager, printer, fax, or PopUp, a reserve recipient can be entered in the event of a failure. Reserve recipient is another alarm output recipient. Application: If the alarm cannot be sent by fax, then to the printer.	Partially	Low	Reserve recipients are possible in Desigo CC. This refers, however, the persons set up in the address book. Clarification prior to migration: The concept must be discussed with the customer/user.
Alarm PopUp for alarms, system events with the ability to modify the layout.	Not direct	Medium	It is possible in Desigo CC to display events of various categories or compiled in scopes either 24/7 or via time/operating mode via automated opening of the alarm list, fast, or investigative treatment, or assisted treatment. Clarification prior to migration: Which alarms/events are controlled at what category, which alarm treatment (list, investigative, assisted), how are they prioritized? Does this occur based on user groups or can it be assigned to the workstation? What is the operating philosophy if a new alarm occurs, what must be done, how can/must this procedure be closed? Does the automatic opening of the alarm list, investigative or fast alarm treatment be controlled via a schedule or operating mode.
Alarm PopUp can be suppressed for a defined period.	Yes	Medium	The operator can enable or disable automatic opening of the alarm list, investigative or fast alarm treatment. Clarification prior to migration: Which user group can/may here manually operate the automatic opening? On which plant graphic can this be displayed, for example system topology that can intervene using the IM image to operate or from the context area? It is necessary to stop automatic opening for a defined period? If so, it can be implemented using a reaction. A new operating philosophy must be discussed with the user.
An alarm sound can be freely assigned to alarms or events. They can be played one time or continuously until acknowledged by the user. The alarm sound can be suppressed for a defined period.	No		Alarm sounds/audio files .wav are assigned to alarm categories. Suppression for a given time is not supported. Clarification prior to migration: Is a project-specific alarm diagram required since different/other audio files are required? Can a zone, region adapt the alarm diagram?

System Properties, System Configuration, Auxiliary Tools

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
There is a way to enable data carrier/storage scans in the Desigo Insight system configurator.	Yes	Low	Configuration of monitoring via the Management View, server. The available memory (for example, C drive) can be defined and monitored there. Staged limit values can be assigned, for example, to a system note and medium category alarm.
In the Desigo Insight system configurator, uniform headers and footers can be adapted and per customer requirements for print outs from all Desigo Insight applications.	Partially	Low	Configuration (not overall for all applications) of header/footers for the print out Reports, advanced reports, and graphics: Yes Event list, trend viewer, Log Viewer: NO
Alarm priority texts can be adapted by project to meet customer requirement in the Desigo Insight system configurator.	Yes	Medium	10 alarm categories are available and the text is defined via the alarm diagram. Clarification prior to migration: Discuss alarm categories with the customer (Understanding alarm = urgent) The category text can be modified via a project-specific alarm diagram.
The Desigo Insight Project Utility can create compression system documentation on users, sites, objects, system configuration and supply it to the customer as project documentation.	Partially	Medium	Reports on users, subsystem networks, objects and system configuration must be newly created by project.
An individual priority table can be established for each Desigo Insight site. Application: The alarms have different priorities from the various subsystems (PX, TRA, BACnet third-party devices, etc.) and must therefore be assigned the 10 Desigo Insight alarm priorities.	Yes	Medium	Alarm table references can be set up for manufacturer-specific BACnet devices using project-specific modifications and assigned to the device via Property Alarm.OffNormal.
Desigo Insight offers a NotificationClass wizard as an add on. The recipient list for NotificationClass objects on BACnet devices can be manipulated by BACnet capable management station, in other words, entries can be deleted or added.	No		The BACnet driver automatically registers on the recipient lists of the NotificationClass objects on all BACnet capable automation stations. Note: If the instance number of the BACnet driver changes, both (the previous and current) are on the recipient list of NotificationClass objects. This results in alarm messages. Invalid entries must be individually, manually deleted. During the migration phase, both management stations, Desigo Insight and Desigo CC, are operated in parallel. After changing over to Desigo CC, in other words, prior to deleting Desigo Insight, invalid entries must be deleted from the recipient lists using the NotificationClass wizard. After restart of the Desigo CC BACnet driver, the driver automatically registers.
A project backup is performed using the Desigo Insight Project Utility. The project data or databases for backup can be configured. Either manually or Automatic using a script that is queried by the Windows task planner. It is saved in the folder where the script is located.	Yes	Low	In Desigo CC, data backup of a project and HDB can be considered separately and defined using a time reaction. Clarification prior to migration When must the data backup of HDB/ LTS occur? When must the project be backed up? Storage location for project and HDB/ LTS?

Security, User Groups & Scopes

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Desigo Insight supports a 7-stage access concept that can be assigned to a user group. In the subsystems Desigo PX and TRA (as of V6.0), the right required to read or write the value is set in the properties of the function blocks / BACnet objects. Operator units such as PXM20 or web operation access this configuration for the access rights.	Yes Partially	High	The security concept can be set on the workstation or a user group. The concept can define scope and application rights. Clarification prior to migration Can the scope be taken over directly from Desigo Insight? Define scope on the various views with the customer/user Scope rights based on defined scopes or discipline, type, and subtype Property group – Read or write of state or configuration parameters, command group – possible default, advanced parameters or alarms for operation as well as create (Save as) and delete. How are the rights classified? Is there an RC template project with the applicable, predefined groups? Application rights for display only or also for configuration?
On Desigo PX automation stations, the function blocks/BACnet objects, for example, analog value for operation (AVAL_OP) are used to operate setpoints and parameters. You can distinguish there between setpoints for daily operation (low access rights, for example default) and setpoints and parameters for commissioning, maintenance, service, optimization (high access rights, for example, service or internal).	No		No solution Different rights to the same objects can no longer be assigned after resolving the access rights via object models. In other words AVAL_OP can - regardless of the access rights defined on PX - can be operated by all users based on scope rights.
In Desigo Insight, you can define using user groups, whether an alarm is acknowledge only or acknowledged and reset. Application: Security personnel may only acknowledge and not reset.	No		No solution Either the user can operate alarms or not. There is no difference between acknowledge or acknowledge and reset. This applies to all alarms or events that can be operated from the alarm list or context operation.
In the Desigo Insight Plant Viewer, the access rights can be assigned using Area and Privileges from the plant graphics.	Partially	Medium	In Desigo CC, there are scope and scope rights.
In Desigo Insight, user groups can individually control which partial functions within the applications, but also individual tools or system functions, such as Backup & Restore, alarm suppression monitor, group editor TRA, device communications control, reinitialization via warm/cold start.	Partially	Medium	Set using application and scope rights as well as scope.
In Desigo Insight, a two-stage concept for scope can be set for visibility. Access protection is then used for object summarized in scope. The scope definition can be based on the technical as well as the user address. Support of wildcards * and ? Compile using drag-and-drop or definition of rules The preview displays the result	Partially	High	Visibility in the various views is controlled via scope. There are rules and exceptions there: An include and exception or the corresponding prioritization. Implementation always occurs by drag-and-drop of elements and subelements from the views, or limiting using classification (Discipline, subdiscipline, type or subtype). The views are considered individually; there is neither a wildcard function nor preview available. The compiled scope must be assigned user groups or workstations and must be tested prior to hand over (preview is lacking).
Desigo Insight directly supports saving password guidelines of advanced complexity and assigning them to a user group. Application: IT security requires a specific password length and must be changed on a regular basis	Partially	Medium	User may be a Desigo CC user, local Windows user, or domain user. It is set using local security guidelines for Windows users It is implemented for domain users using group guidelines There are no security guidelines for purely Desigo CC users
Desigo Insight also supports creating Windows users. The Windows users are forwarded directly to Desigo Insight without having to login again.	No		The Desigo CC user must always log on manually; relying on Windows credentials is NOT supported.
Desigo Insight projects are managed by the Project Utility (create, backup, restore, manage databases, etc.) The Windows user group DI Backup Operators (backup and read) and DI System Engineers (full access) are created via installation. The access rights to the Project Utility are defined via Windows user management.	Not direct	Medium	In Desigo CC, the project is managed by the System Management Console (SMC). A desktop link is normally used to start the program. Security settings and rights must be set for StartSMC.bat (GMSMainProject\bin).

Integration

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Desigo S7 Building Solution Simatic S7 CPU programs using HVAC-specific function blocks and compounds, binding to Desigo Insight via BACnet CP343-1. The EDE list and DIEPT is used to import the database.	Yes	High	The Desigo S7 Building Solution programed using BACnet CP integrated S7 CPUs can remain as if for now. In Desigo CC, the EDE list is used to import the database. Define the hierarchies using the two configuration files hierarchy-logical.txt or hierarchy-user.txt. In Desigo CC, the Logical View and the User View must be mapped for the property/building. The term "site" should ideally disappear. First-time import with verification of display in the various views including mapping, technical designation, description, assignment of functions. Corrections and modifications to the EDE list (extension with aggregators for components, aggregates, plants) as well as eventually to the application program for S7, such as modification to abbreviations, description texts, units, distribution of plants and partial plant among multiple automation stations. Extension to import rules, as an alternative, the Technical View or User View can also be generated via Softlink. Migration of plant graphics with the corresponding post processing or creation of new icons. See in the regard Desigo Insight Graphic Migration
Desigo S7 Building Integration Simatic S7 CPU, freely programmed with AWL, KOP, FUP, binding to Desigo Insight via BACnet CP343-1. The EDE list and DIEPT is used to import the database.	Yes	High	The Desigo S7 Building Integration programs using BACnet CP integrated S7 CPUs can remain as is for now. In Desigo CC, the EDE list is used to import the database. Define the hierarchies using the two configuration files hierarchy-logical.txt or hierarchy-user.txt. In Desigo CC, the Logical View and the User View must be mapped for the property/building. The term "site" should ideally disappear. First-time import with verification of display in the various views including mapping, technical designation, description, assignment of functions. Corrections and modifications to the EDE list (extension with aggregators for components, aggregates, plants) as well as eventually in the mapping tool, such as modification to abbreviations, description texts, units. Extension to import rules, as an alternative, the Technical View or User View can also be generated via Softlink. Migration of plant graphics with the corresponding post processing or creation of new icons. See in the regard Desigo Insight Graphic Migration
SX Open Integration platform to integrate OPC-based third-party systems via BACnet in Desigo Insight. The EDE list and DIEPT is used to import the database.	Yes	High	SX Open Integration can remain as is for now. In Desigo CC, the EDE list is used to import the database. Define the hierarchies using the two configuration files hierarchy-logical.txt or hierarchy-user.txt. In Desigo CC, the Logical View and the User View must be mapped for the property/building. The term "site" should ideally disappear. First-time import with verification of display in the various views including mapping, technical designation, description, assignment of functions. Corrections and modifications to the EDE list (extension with aggregators for components, aggregates, plants) as well as eventually in the SX Open platform, such as modification to abbreviations, description texts, units. Extension to import rules, as an alternative, the Technical View or User View can also be generated via Softlink. Migration of plant graphics with the corresponding post processing or creation of new icons. See in the regard Desigo Insight Graphic Migration
Third-party BACnet devices The EDE list and DIEPT is used to import the database.	Yes	High	BACnet third-party integration can remain as is for now. In Desigo CC, the EDE list is used to import the database. Define the hierarchies using the two configuration files hierarchy-logical.txt or hierarchy-user.txt. In Desigo CC, the Logical View and the User View must be mapped for the property/building. The term "site" should ideally disappear. First-time import with verification of display in the various views including mapping, technical designation, description, assignment of functions. Corrections and modifications to the EDE list (extension with aggregators for components, aggregates, plants as well as eventually modification to description texts, units). Extension to import rules, as an alternative, the Technical View or User View can also be generated via Softlink. Migration of plant graphics with the corresponding post processing or creation of new icons. See in the regard Desigo Insight Graphic Migration
FS20 Integration of the FS20 Fire Detection system via BACnet in Desigo Insight. The .xml file, created from Sinteso FS20, is used to import the database.	Yes	High	The existing FS20 must be updated to a new firmware version (≥MP5.1). The Sinteso FS20-specific sibx file must be reimported and the plant graphics must be created using the new functions (layer and depth).
Citect driver and functionality Citect supplies a number of possible integrations to common automation systems.			Clarify which subsystem was integrated how and possible ways to integrate it in Desigo CC. As an alternative, a standard driver or developing an own driver, etc., may be considered. Clarification prior to migration: Possibilities, necessity, who bears the increased costs for a customer-specific development
Citect driver Modbus/TCP Citect permits integration of Modbus/TCP devices.	Yes	High	Modbus/TCP-capable devices can now be integrated directly in Desigo CC. Clarification prior to migration: Complete reengineering via csv file as well as (new) creation of graphics

Installation

Description Desigo Insight	Can be implemented	Effort	Implementation in Desigo CC
Desigo Insight single station installation	Yes		Desigo CC installed as a server, single station system Clarification prior to migration: Does the IT infrastructure still meet the new requirements? (Hardware, software, network, IT security)
Desigo Insight multiple station system	Yes		Desigo CC server one or more installed clients (Workstations) with the ability to use close mode. The user of a web client or WinApp client is an alternative to the installed clients. Clarification prior to migration: Does the IT infrastructure still meet the new requirements? (Hardware, software, network, IT security)
Desigo Insight Terminal Server and remote desktop operation	No		Terminal service functionality does NOT exist. A WinApp client or web client is used here. Clarification prior to migration: Does the IT infrastructure still meet the new requirements? (Hardware, software, network, IT security)
Desigo Insight Web	Yes	Medium	WinApp or Web Client, as an alternative the MobileApp depending on the customer requirement
ADP/CC	Not direct	High	Clarify with the customer what ADP/CC data needs to be isolated. This data can then be moved to a virtual environment. All other important data can be provided to the navigator (previously EMC) over the AN gateway.
Navigator	Yes	High	Trends/trend data from the Desigo CC system can be forwarded to the navigator (previously EMC) via the AN gateway.