Discover devices and points from your data sources and register them in Cloud BMS.
Device discovery is a building-level feature. Select a building from the sites list before starting discovery.
Device discovery identifies equipment integrated into a data source and registers it in Cloud BMS. The process scans the external system, returns a list of devices and points, and lets you select which ones to add to the database.
You can start discovery from two locations. Shared results and Activity Log behavior are the same for both paths.
All data sources
Single data source
1
Open data sources
Navigate to your building and click Data Sources in the left navigation bar.
2
Start bulk discovery
Click the three-dot menu to the right of the search bar and select Discover. Select the data sources you want to discover and click Next. Wait for the discovery process to complete.
On the Data Sources page, click the three-dot menu on the data source row and select Discover Devices. The discovery process runs against that data source only.
Select Discover Devices from the data source row menu to start discovery
After discovery starts, the Activity Log appears in the lower right corner. It shows the discovery job name, data source, and status. You can expand, collapse, or move the Activity Log while discovery runs. You can also navigate to other modules without interrupting progress. Wait for the status to show Completed before reviewing results.
The Activity Log confirms when the discovery job finishes
After discovery completes, the Device Discovery page displays five tabs. Each tab shows a count badge with the number of items it contains.
Tab
Contents
Conflicts
Devices or points that exist in Cloud BMS but can no longer be found in the data source. Includes possible duplicates and unmatched points.
New Devices
Devices not yet registered in Cloud BMS, ready to be added. New here means new to the Cloud BMS database, not newly added on the source controller.
Existing Devices
Devices already in Cloud BMS, including any new points discovered on them.
Point Updates
Existing points whose properties (facets, writability, or unit) changed since the last discovery.
Device Name Updates
Devices whose names changed in the external system since the last discovery.
Use Restart discovery to re-run discovery, or Complete Discovery to finalize the process. Each tab includes an Export button to download its contents.
Adding devices to the database is not the final step. After you finish selecting devices, click Complete Discovery, then Refresh Cache. If you skip Refresh Cache, devices can appear in Cloud BMS while data collection never starts. You can also run Refresh Cache later from the data source connector menu.
The New Devices tab lists devices that are not yet in Cloud BMS. Filter by All to see every new device, or Possible Duplicates to see devices that may already exist under a different identifier. You can browse these devices in two views:
Devices List — shows each device as a row with its path and new point count. Click the copy icon to copy a device path. Expand a device to see its individual points.
Devices List shows each device with its path and the number of new points
Grouped Points — groups results by point name. Each row shows how many new devices and new points share that name. Expand a point name to see the individual devices.
Grouped Points organizes results by point name across all discovered devices
Check the devices and points you want to register. The selection count appears above the table (for example, “3 device(s) selected on this page”). Click Select all devices in New Devices to select everything across all pages.
Selected devices display a point count badge and the selection summary appears above the table
2
Add to database
Click Add to Database. The selected devices and points are registered in Cloud BMS and move to the Existing Devices tab.
You can add devices incrementally. Select a few devices, click Add to Database, then return to add more from the remaining list.
The Existing Devices tab shows devices already registered in Cloud BMS. It supports both Devices List and Grouped Points views, plus Filters for narrowing results. It contains three sub-tabs:
Sub-tab
Contents
All
Every discovered device with all its points.
New Points
Devices that have new points not yet added to Cloud BMS.
With Conflicts
Devices with at least one unmatched point. You cannot add new points for these devices until you resolve the conflicts.
The Existing Devices tab with New Points sub-tab showing VAV devices with 16 new points each
Expand a device row to see its individual points. Select the device and its points, then click Add to Database to register the new points.
Expand an existing device to select new points for registration
Conflicts occur when Cloud BMS has previously discovered a device or point, but can no longer find it in the data source. Common causes include:
Renaming a device or point in the external system
Changing a device or point location in the external system
Deleting and re-adding a device or point in the external system
These orphaned devices and points remain in a Down status because Cloud BMS cannot communicate with them. When the renamed or relocated version appears during discovery, it comes in as a new device. Adding it without resolving the conflict creates duplicate data.Cloud BMS marks a device as a possible duplicate when it detects that a newly discovered device may already exist in the database under a different identifier.The Conflicts tab lists devices that have been rediscovered. Each row shows the device name, path, and the number of unmatched points. Expand a device to see its unmatched points, including any virtual device references.
The Conflicts tab showing a device with one unmatched point expanded to reveal the virtual device detail
On the Conflicts tab, click the Match Points icon (two arrows) on the device you want to merge.
Click Match Points on a conflict row to start the merging process
2
Match points
The Matchmaking view opens. If a match is found, Auto Suggest Points runs automatically and pairs the points for you. You can also drag and drop points manually into the Paired Points area to create or adjust pairings.The left panel shows the device on Cloud BMS with its Unmatched Points, New Points, and Existing Points. The right panel shows Paired Points that will be merged. Click Save to apply the merge.
The Matchmaking view shows unmatched and new points on the left, paired points on the right
3
Add a device match
Click Add Device Match. The Device Match Selection dialog opens with a searchable list of devices. Select the device you want to pair with and click Add.
Search and select the device to pair with from the Device Match Selection dialog
Only points within created pairs are merged. No updates are applied to other points. Drag and drop points to the specified area to merge them.
When many devices have conflicts, click Auto Suggest on the Conflicts tab to run the matching process across all unmerged devices at once. The Devices Autosuggest page displays results with a Match Status for each device. Filter by All, Match Found, or Match Not Found.Click Step by Step Merging to review each device individually. Confirm or adjust the suggested pairs, then proceed to apply each merge.
Devices Autosuggest shows the match status for each conflicting device with a Step by Step Merging option
The Point Updates tab shows existing points whose properties differ from the last discovery. Filter results using the sub-tabs:
Sub-tab
Contents
All
Every point with a property change.
Facet Update
Points with changed boolean or enum values (for example, Occ, Unocc becomes Occupied, Unoccupied).
Name Update
Points whose name changed in the external system.
Unit Update
Points whose unit of measurement changed (for example, °C becomes °F).
Writability Update
Points whose writability setting changed (for example, read-only becomes writable).
The table displays Point, Device, Update Type, and Update Status columns. The Update Status column shows the old and new values (for example, °F > null).Select the points you want to sync and click Update points to apply the changes to Cloud BMS.
Point Updates shows each changed point with its update type and the old-to-new value transition
The Device Name Updates tab shows devices whose name changed in the external system since the last discovery. The table displays the Current Name (KODEOS) alongside the Updated Name (Data Source) with the device path.Select the devices you want to update and click Update Devices to sync the names in Cloud BMS.
Device Name Updates compares the current Cloud BMS name with the updated name from the data source
Each tab includes an Export button. Click it to open the export dialog where you set a File Name, choose an Export Type (for example, Export Devices), and select which Columns to include. Click Export to download the file.
The export dialog lets you name the file, choose the export type, and select columns
Each tab exports its own data:
Conflicts — devices or points with conflicts
New Devices — list of new devices or new points
Existing Devices — list of new points on existing devices
Point Updates — points with updates, including details on what changed
