Skip to main content

Specifying the details of a connection

How to specify the details of a connection

A
Written by Ashok P

Once you have a connection with an assigned ID, you can specify the I/Os, the connection type, and associate the required wire with the connection.

To specify the details, click the connection line on the connection diagram. Cloud displays the Connection ID panel.

I/O

Click "Select I/O" under the source device to open the I/O panel.

If you added the I/Os for the device in the catalog, you can see them in the I/O panel.

If the device has no I/Os, or if you want to add more, click the "+" icon at the bottom of the I/O panel to add I/Os.

You can also import the device's I/Os from a CSV file by clicking the "Import" icon at the bottom of the I/O panel.

For more details on adding I/Os manually or via a CSV file, check out this article.

To edit, delete, or clone an existing I/O, click the relevant icon to the right of the I/O.

After you add all the I/Os for the device, click the "Catalog" icon to synchronize the I/Os with the device's I/O list in the catalog. This way, the I/Os are available automatically in future quotes.

To view the device's back panel, click the "Device" icon to the right of the device. This opens a modal displaying the device's back panel. You can upload an image if the catalog doesn't include one.

To connect the I/Os of the devices:

1/ Click "Select I/O" below the first device.

2/ In the I/O panel, all the I/Os of the device are listed under the Unconnected tab.

3/ Select the relevant I/O.

The I/O is now listed under the Connected tab and below the device.

4/ Click the "Match I/O" icon next to the I/O, and the Cloud automatically selects the I/O of the second device. You can even manually select the I/O of the second device by clicking "Select I/O" below it.

Here, we connected an A/V receiver to a projector.

If you need to connect more than one I/O between devices, follow steps 1 to 5.

You can search for a specific I/O and use the "Signals" and "Direction" filters to narrow the list of I/Os.

Connection type

All connections default to "CONN-TYPE" next to the connection ID. You can click this and change it to a different connection type.

Wire

If the devices need to be connected via a manufacturer-provided wire, you don't need to associate a wire.

If you want to associate a wire:

1/ Click "Associate wire," which opens a modal listing the wires and cables that are already in the quote.

If the wire isn't listed, use the Search box to find a wire product from the catalog or D-Tools Library.

2/ Select the product and click "Done."

You can see the connection direction to the left of the wire in the connection ID panel, based on the I/O signal directions.

To remove the wire, click the "X" icon for the wire.

Connection notes

Here, you can add connection notes for the technicians installing the devices.

Did this answer your question?