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Before users can sign in with their organizational ID and retrieve data from CDF in Grafana, Power BI, and Excel, an administrator needs to register and consent for the organization to use the solutions.

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Project settings

Manage search categories

Configure default display settings for search results in Industrial tools.

Location filters

Set up location-based filtering to organize and access data by geographic or operational areas.

Organize with canvas labels

Create and manage labels to categorize and filter canvases effectively.

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InField configuration

Configure InField

Set up APM configuration, root locations, assets, and work order visualization for InField.

Configure data models for InField

Configure data modeling spaces and IDM-based structures to power InField workflows.

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Monitoring and alerting

Configure email alerts for time series

Set up threshold breach notifications and email alerts for time series monitoring in Charts.

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Data source integrations

Integrate Grafana with CDF

Register Grafana in Microsoft Entra ID and connect to CDF using OpenID Connect for data visualization.

Integrate Power BI and Excel with CDF

Grant admin consent for Microsoft Power Query to retrieve and analyze CDF data in Power BI and Excel.

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Private endpoints

Configure AWS Private Link

Enable inbound private connectivity to CDF from AWS VPC using PrivateLink service endpoints.

Configure Azure Private Link

Set up inbound private endpoint to access CDF from Azure Virtual Network without public internet exposure.