Introduction

Overview

This introduction describes how to access and login to the Cumulocity platform and will walk you through basic functionalities applying to all Cumulocity applications.

For your convenience find an overview on the content of this document below.

Section Content
Accessing the Cumulocity platform How to access Cumulocity from a web browser.
Logging into Cumulocity How to login to the Cumulocity platform and how to reset your password and change your password.
GUI of Cumulocity applications Overview on the main screen elements and functionalities available in all Cumulocity applications.
Accessing pages using URL How to access particular pages in Cumulocity applications directly by using URLs.
User settings How to change settings for your account like email address, language and password.
Search and filtering functionality How to search for objects and how to filter lists in Cumulocity applications.

Accessing the Cumulocity platform

To access the Cumulocity platform, you need a modern web browser. Our products have been tested with the following desktop web browsers:

  • Edge Browser
  • Internet Explorer (latest version)
  • Firefox (latest version)
  • Chrome (latest version)

Info: Cumulocity is fully functional on Internet Explorer 11. However, layouts may not be perfect in all cases.

You may also use recent smartphone and tablet web browsers. We have tested our products with the following mobile web browsers:

  • Chrome on Android (latest version) on Galaxy smartphones and tablets
  • Safari on iOS (latest version) on Apple iPhone and iPad

Info: Cumulocity on mobile devices may be constrained by the memory and the processing power available on the devices. For example, loading graphs with large amounts of data points may make the mobile device unresponsive.

Using the private mode on browsers may not work.

To access the applications for your Cumulocity tenant, use the following URL:

https://<account>.cumulocity.com/

This will direct you to the login page of your default application.

Important: Make sure that the address bar of your browser shows a lock icon. The lock icon indicates that you are using a secure connection and that you are indeed connected to Cumulocity.

Info: The above URL is only valid for Cumulocity Standard Edition subscribers. For Enterprise Edition deployments of Cumulocity, the URL is specific to your organization.

Logging into the Cumulocity platform

On the Login screen, enter your username and password and click Login to enter the application.

Login prompt

Select the "Remember me" checkbox if you want the browser to remember your credentials, so that you do not have to enter them again when opening the application the next time. This is also convenient if you frequently switch between Cumulocity applications, as Cumulocity will request you to authenticate each time when starting an application. You can make the browser "forget" your credentials by explicitly logging out.

To logout, click the User button at the right of the the top bar and from the context menu select Logout.

Logout menu

Info: For security reasons, Cumulocity does not use Cookie technology.

Resetting your password

If you forgot your password follow these steps:

  1. Click the Forgot password? link on the login screen.
  2. In the upcoming dialog, enter your email address and click Reset password.
  3. Check your email account for an email from the Cumulocity support providing a password reset link.
  4. Click the link in the email and provide your new password.

Info: The password reset link is only valid for one day.

Reset password

Info: The automated password reset will only work if your email address is stored with your Cumulocity user. If you get a warning that the password cannot be reset, you are either using a different email address than the one stored with your Cumulocity user, or your Cumulocity user has no email address stored. In either case, contact a Cumulocity administrator in your organization. Administrators can reset your password. If you yourself are the primary administrator, your email address used on first registering is automatically stored with your user. If you have questions, please contact the Cumulocity support.

Changing your password

To change your password follow these steps:

  1. Click the User button at the right of the top bar and from the context menu select User settings.
  2. In the "Edit user" window, click Change Password.
  3. Enter a password and confirm it.
  4. Click Save to apply your settings.

Make sure to select a strong password. To support you in doing so a password strength indicator is displayed along with a password change.

Reset password

By default, the password must consist of at least eight characters. For a strong password you must include at least three of the following character types: uppercase letters, lowercase letters, numbers and symbols.

Info: The password rules can be configured by the administrator, i.e. your administrator can configure your account to enforce a password policy. You may be required to pick a strong password for example or to change your password regularly.

Navigating in Cumulocity applications

Once you are logged in, your default Cumulocity application will open.

The content of Cumulocity applications is entirely dynamic and is generated based on various criteria:

  • The applications that your organization has subscribed to.
  • The applications that your organization has configured or developed itself for Cumulocity.
  • The functionality that your user is permitted to see.
  • The configuration of the user interface, such as groups and reports.
  • The functionality of the devices that are used by you.

Main screen elements

The general structure common to all Cumulocity applications includes the following screen elements:

Element Description
Navigator On the left you find the navigator. At the top of the navigator the name and logo of the application is displayed, indicating which application you are currently using. Below you find a list of entries leading to the various pages of the application. The entries are grouped into menus and menu items. You can collapse or expand menus in the navigator by clicking the menu name. Clicking the small arrow at the very left of the top bar will hide/or unhide the navigator. Per default, it is visible.
Tabs Some pages, e.g. the page of any particular device, are divided into several tabs, either displayed vertically or horizontally.
Top bar Page title
At the left of the top bar the title of the active page is displayed, if any.

SearchSearch button
Clicking the Search button opens a search field to enter text for a full-text search. For details refer to Searching below. Not always available.

Plus Plus button
Most application pages show an Plus button at the top bar. Clicking it opens a context menu providing further functionalities. The context menu is created dynamically, i.e. it depends on the active page which commands are provided.

Application Switcher
The Application Switcher on the right allows you to quickly switch between Cumulocity applications.

UserUser button
Right from the application switcher yo will find the User button with your user name. Clicking it will open up a context menu with commands related to your account settings.

Other buttons/ information may be available in the top bar depending on the application and the page being displayed.
Top menu bar Depending on the active application and the active page, a secondary bar is displayed below the top bar providing further functionalities like a Reload link for reloading the page or a Realtime link for the display of realtime data.
Right drawer Clicking the small arrow at the very right of the top bar will unhide/hide the right drawer, offering quick links to other applications and to relevant documentation. Per default, the right drawer is hidden.
Page "Page" actually refer to the main area in the application. The content provided here depends on the menu item selected in the dashboard. The structuring of the content differs from page to page. Data may for example be displayed in a list with a row for each object or you may find it being presented in a grid in which objects are represented by cards.

Cumulocity application

On smaller screens, the layout of an application changes, as shown below. The navigator is hidden and only some of the tabs are visible. To access the navigator, click the menu icon on the top left. To access other tabs, scroll the tabs left or right (the way to scroll the tabs may depend on your device).

Layout on small devices

Info: Cumulocity applications provide tooltips when you hover over a particular screen element. When you use Cumulocity applications on touch devices, tooltips are shown when you touch a screen element for a longer time.

Accessing pages using URLs

You can navigate straight to any place inside a Cumulocity application using the respective URL. For example, to show the basic information for a device, you can enter the following URL:

https://<account>.cumulocity.com/apps/devicemanagement/index.html#/device/<id>/info

Using such an URL, you can

  • save bookmarks for specific devices or pages,
  • send emails (manually or automatically, using the real-time event engine) which include a link to devices or sensor data,
  • use the backward and forward navigation of your browser,
  • write own web applications which link directly to information contained in a Cumulocity application.

User settings

Several account settings can be changed by the user.

Click the User button at the top right and from the context menu, select User Settings.

User settings

In addition to changing the email address, name and phone number stored for your account you can modify the language of the user interface from here.

In the "Language" field, select a language from the dropdown list.

Info: The user interface language will be selected along the following criteria, in the order listed below:

  1. The language selected in the Cumulocity user settings.
  2. The language selected in the browser preferences.
  3. The operating system language.

The default language is English.

Click Change password to change your current password. For details refer to Changing your password.

Click Save at the bottom of the window to apply your settings.

Search and filter functionality

Searching

The Cumulocity search field provides a full-text search of the whole inventory.

Entering multiple words separated by a blank returns all objects that match any of the words. For example, entering

My Demo Device

will return objects containing "My", "Demo" or "Device".

If you want to search for objects matching an exact phrase enclose it in quotation marks:

"My Demo Device"

You can also exclude words by putting a hypen before the word to search the inventory for objects containing e.g. "My" or "Demo" but not "Device":

My Demo -Device

Case is ignored. The following search texts return the same result:

My Demo Device
My demo device

Info: Other than with filtering, using wildcards in a search is not supported.

Filtering

Some pages offer a filtering functionality to filter objects in a list.

As opposed to the search functionality, on entering filtering criteria you must not necessarily enter complete words.

In many cases you can just enter any arbitrary text into a text field, even just single characters. Entering

cl

will reduce the list to all objects containing the string "cl".

In other cases you may enter * as wildcard character to return all objects starting with "cl":

cl*

The list will be reduced to the selected objects accordingly.