Portal Overview: Difference between revisions

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(Created page with "Video for this topic: https://www.youtube.com/watch?v=bHbOUCUIvc4 The telematics site at https://data.emittechnologies.com/ data.emittechnologies.com can be used to manage and view information related to Dynamic Control Panel telematics services, such as view recent unit data and alerts, change callout targets and schedules, change unit names and information, and download reports. Each will be detailed in this article. == Logging In ==  [Image: https://forum.emi...")
 
 
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== Logging In ==
== Logging In ==


[Image: https://forum.emittechnologies.com/assets/221907673/login.PNG]
[[File:Portal-login.PNG]]
 
Initially, the above screen will be displayed and you can select one of the two sign in options. Select the option which your organization uses for account management (Microsoft is more common).
Initially, the above screen will be displayed and you can select one of the two sign in options. Select the option which your organization uses for account management (Microsoft is more common).


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== Home Page ==
== Home Page ==


Once you are logged in, the home page appears as below.
Once you are logged in, the default starting page is the Units page, which can also be reached later by selecting the "Units" tab along the top.
[Image: https://forum.emittechnologies.com/assets/221907679/home.PNG]
 
The tabs along the top will be used to go to different informational items, the most commonly used will be "Units".
The other tabs along the top will be used to go to other sections of the site.
 
=== Units Page ===
 
The Units page has four tabs - List, Compare Units, Overview, and Map. The 'List' will list all the units.  Note that the area dropdown directly under "Filtering" can be used to filter to only units in one area.
 
[[File:Connect-units-list.PNG]]
 
The Compare Units page will show the most recent data for each unit in a tabular format, enabling comparison of values from one unit to another.


== Units Page ==
The overview page will show recent alerts, Issues, and configuration changes for all units.
Selecting 'Units' at the top will bring up the Units page, which has three tabs - Overview, List, and Map. The overview page will show recent alerts, Issues, and configuration changes for all units. Note that the area dropdown directly under "Filtering" can be used to filter to only units in one area.


The 'List' will list all the units, once again with an Area filter if needed using the top dropdown.
The Map page will show a map of units in the current area.
[Image: https://forum.emittechnologies.com/assets/221907682/unit%20list.PNG]
 
Any unit name can be selected to go to a particular unit, such as "Arrow Dyno" in the above example. The dropdown arrow box to the right of each unit can be used to quickly download a runtime report. This report can also be downloaded in the reports section detailed in a later section.
In the list page, any unit name can be selected to go to a particular unit, such as "Unit 0002" in the above example. The units will be colored according to the current status, and a note will show when data was last received.


At the top of the page the 'filter' box can be used to find a unit by typing in the unit number or lease name.
At the top of the page the 'filter' box can be used to find a unit by typing in the unit number or lease name.


The "Map" tab will display a map of units, which can be selected to go to the unit page similar to the unit list.
== Individual Unit Page ==

Selecting a unit name on the unit list will bring up the individual unit page. Along the top are 7 tabs for information related to this one unit.


== Individual Unit Page ==
=== Individual Unit Home ===
Selecting a unit name will bring up the individual unit page. Along the top are 6 tabs for information related to this one unit.
 
[Image: https://forum.emittechnologies.com/assets/221907685/Single%20unit.PNG]
[[File:Connect-unit-home.PNG]]
 
The first tab some latest sensor data received from the unit. Not all data values are necessarily shown. A gauge can be selected to view a data graph, which is also discussed later.
 
=== Unit Information ===


The first tab shown above lists basic unit info. The info here can be changed by typing into the boxes and selecting 'Save' at the bottom. This is useful, for example, when a lease name changes.
[[File:Connect-unit-info.PNG]]
 
The second tab shown above lists basic unit info. The info here can be changed by typing into the boxes and selecting 'Save' at the bottom. This is useful, for example, when a lease name changes.


=== Callout Scheduling Tab ===
=== Callout Scheduling Tab ===
The callout scheduling tab is used to see the list of callout targets from the panel, or a configured schedule. Selecting 'Calendar' on this page will show the full schedule.
The callout scheduling tab is used to see the list of callout targets from the panel, or a configured schedule. Selecting 'Calendar' on this page will show the full schedule.


The "Callout targets" bullet point shows contacts that were entered on the panel and are always active.
The "Callout targets" bullet point shows contacts that were entered on the panel and are always active.


If you are not sure how to create schedules, go to "Callout Scheduling" at the very top of the site, and selet "Tour". This will go through concepts related to scheduling. In this section of the site Contacts and Groups can be edited as well. A group can be created with its own schedule, then assigned to different units so that the schedule on each unit doesn't have to be manged, only the group schedule.
If you are not sure how to create schedules, go to "Callout Scheduling" at the very top of the site, and select "Tour". This will go through concepts related to scheduling. In this section of the site Contacts and Groups can be edited as well. A group can be created with its own schedule, then assigned to different units so that the schedule on each unit doesn't have to be managed, only the group schedule.
 
The "Test Callout" dropdown option for a unit can be used for test callouts and test data sends. See [[Unit Test Callouts and Data Polls]]


=== Data Tab ===
=== Data Tab ===
The data tab has three options - Chart, values, and export.
The data tab has three options - Chart, values, and export.


Select 'Chart' to plot some recent data points.
Select 'Chart' to plot some recent data points.
[Image: https://forum.emittechnologies.com/assets/221908411/dataChart.PNG]
 
[[File:Connect-unit-data-chart.PNG]]


The 'Zoom' button on the bottom is used to set the time scale, then the 'sensors' dropdown is used to add or remove sensors. Data is normally collected every 15 minutes. All potential sensors are displayed, but only some will be actually collected on each unit - for example, if there is not an AFRC then the DPV data will be empty.
The 'Zoom' button on the bottom is used to set the time scale, then the 'sensors' dropdown is used to add or remove sensors. Data is normally collected every 15 minutes. All potential sensors are displayed, but only some will be actually collected on each unit - for example, if there is not an AFRC then the DPV data will be empty.
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The Data -> Values dropdown brings up a list of recent data, with newest data first.
The Data -> Values dropdown brings up a list of recent data, with newest data first.


[Image: https://forum.emittechnologies.com/assets/221908408/dataList.PNG]
[[File:Connect-unit-data-values.PNG]]


The filter box just under 'Name' can be used to filter one type of information, for example if you type in "Engine Speed" into the box the then recent speed values for the unit will be shown.
The filter box just under 'Name' can be used to filter one type of information, for example if you type in "Engine Speed" into the box the then recent speed values for the unit will be shown.


[Image: https://forum.emittechnologies.com/assets/221908384/data2.PNG]
[[File:Connect-unit-data-values-filtered.PNG]]
Filter example- "Suction Pressure" typed into the filter box to see recent suction pressures.
 
''Filter example- "Suction Pressure" typed into the filter box to see recent suction pressures.''


=== Alerts Tab ===
=== Alerts Tab ===
The alerts tab shows a list of recent alerts. Selecting an alert will bring up some more details about that event.
The alerts tab shows a list of recent alerts. Selecting an alert will bring up some more details about that event.


[[File:Connect-alerts-2.PNG]]
When an alert is received by the system, it will assign a downtime type (Mechanical or Production) based on the description. This column can be edited by clicking on the text to change the type if the auto-generated category was incorrect.
The Notes column can be used to add a note to a shutdown, for example to list some details about the root cause. These notes will be pulled into reports on the detail tab. See [[Downtime Type]].
A "_hidden" type event means the event happened at that time but no texts/calls/emails were sent. The type might show up as hidden for one of two reasons:
# Callouts are disabled on the DCT Telematics Setup Page
# The run was short and someone was at the panel, so the panel requested that the notifications not be sent since it wasn't important


=== Reports Tab ===
=== Reports Tab ===
The reports tab allows for creating unit reports. A runtime report can be created by specifying a range and downloading the report.  Under "Scheduled Reports" on the second part of the page, a list of contacts can be added to get daily reports of data, runtime, or alerts. These will be sent automatically via email each morning. These email addresses can include persons outside the normal organization, such as a customer.
The reports tab allows for creating unit reports. A runtime report can be created by specifying a range and downloading the report.  Under "Scheduled Reports" on the second part of the page, a list of contacts can be added to get daily reports of data, runtime, or alerts. These will be sent automatically via email each morning. These email addresses can include persons outside the normal organization, such as a customer.


=== Configuration ===
=== Configuration ===
The configuration tab shows recent configuration changes, and warnings around configuration problems (such as rolled out kills). Units with configuration warnings will also be noted on the main unit list, and this tab is where the detail is seen. These warnings can help identify potentially critical issues that can be prevented with proper alarms.
The configuration tab shows recent configuration changes, and warnings around configuration problems (such as rolled out kills). Units with configuration warnings will also be noted on the main unit list, and this tab is where the detail is seen. These warnings can help identify potentially critical issues that can be prevented with proper alarms.
[[File:Connect-unit-config.PNG]]
== Callout Scheduling Section ==
See [[Portal Callout Scheduling]]
== Users Section ==
The Users section of the site is used to set up ''Guests'' and ''Associates'' for a company.
*'''Guests''' are external users who can log in and see data on specific units, but cannot edit anything on those units. This is commonly used for customer access to data on a few units. See [[Guest Access]]
*'''Associates''' are external users who can log in and see everything a normal company user can see. '''This type of user is not commonly used!'''
== Areas Section ==
The Areas section of the site is used to view, edit, and add areas for a company. Existing areas can be edited to add a description by clicking the 'Edit' button to the right of an area. New areas can be added
To Add a new area, enter a name (such as "12") and a description of the area (such as "Midland North"), then select the Add button.
Note: If the top of the page does not say "Add area", try going to another tab and back to the Areas tab.

Latest revision as of 18:43, 30 July 2024

Video for this topic: https://www.youtube.com/watch?v=bHbOUCUIvc4

The telematics site at [data.emittechnologies.com] can be used to manage and view information related to Dynamic Control Panel telematics services, such as view recent unit data and alerts, change callout targets and schedules, change unit names and information, and download reports. Each will be detailed in this article.

Logging In

 Portal-login.PNG

Initially, the above screen will be displayed and you can select one of the two sign in options. Select the option which your organization uses for account management (Microsoft is more common).

This will take you to the Microsoft or Google login page, where you will use your normal address and password that you use for email. EMIT does not store account credentials - Microsoft or Google will tell us that your account is valid.

Home Page

Once you are logged in, the default starting page is the Units page, which can also be reached later by selecting the "Units" tab along the top.

The other tabs along the top will be used to go to other sections of the site.

Units Page

The Units page has four tabs - List, Compare Units, Overview, and Map. The 'List' will list all the units. Note that the area dropdown directly under "Filtering" can be used to filter to only units in one area.

Connect-units-list.PNG

The Compare Units page will show the most recent data for each unit in a tabular format, enabling comparison of values from one unit to another.

The overview page will show recent alerts, Issues, and configuration changes for all units.

The Map page will show a map of units in the current area.

In the list page, any unit name can be selected to go to a particular unit, such as "Unit 0002" in the above example. The units will be colored according to the current status, and a note will show when data was last received.

At the top of the page the 'filter' box can be used to find a unit by typing in the unit number or lease name.

Individual Unit Page

 Selecting a unit name on the unit list will bring up the individual unit page. Along the top are 7 tabs for information related to this one unit.

Individual Unit Home

Connect-unit-home.PNG

The first tab some latest sensor data received from the unit. Not all data values are necessarily shown. A gauge can be selected to view a data graph, which is also discussed later.

Unit Information

 Connect-unit-info.PNG

The second tab shown above lists basic unit info. The info here can be changed by typing into the boxes and selecting 'Save' at the bottom. This is useful, for example, when a lease name changes.

Callout Scheduling Tab

The callout scheduling tab is used to see the list of callout targets from the panel, or a configured schedule. Selecting 'Calendar' on this page will show the full schedule.

The "Callout targets" bullet point shows contacts that were entered on the panel and are always active.

If you are not sure how to create schedules, go to "Callout Scheduling" at the very top of the site, and select "Tour". This will go through concepts related to scheduling. In this section of the site Contacts and Groups can be edited as well. A group can be created with its own schedule, then assigned to different units so that the schedule on each unit doesn't have to be managed, only the group schedule.

The "Test Callout" dropdown option for a unit can be used for test callouts and test data sends. See Unit Test Callouts and Data Polls

Data Tab

The data tab has three options - Chart, values, and export.

Select 'Chart' to plot some recent data points.

Connect-unit-data-chart.PNG

The 'Zoom' button on the bottom is used to set the time scale, then the 'sensors' dropdown is used to add or remove sensors. Data is normally collected every 15 minutes. All potential sensors are displayed, but only some will be actually collected on each unit - for example, if there is not an AFRC then the DPV data will be empty.

The Data -> Values dropdown brings up a list of recent data, with newest data first.

Connect-unit-data-values.PNG

The filter box just under 'Name' can be used to filter one type of information, for example if you type in "Engine Speed" into the box the then recent speed values for the unit will be shown.

Connect-unit-data-values-filtered.PNG

Filter example- "Suction Pressure" typed into the filter box to see recent suction pressures.

Alerts Tab

The alerts tab shows a list of recent alerts. Selecting an alert will bring up some more details about that event.

Connect-alerts-2.PNG

When an alert is received by the system, it will assign a downtime type (Mechanical or Production) based on the description. This column can be edited by clicking on the text to change the type if the auto-generated category was incorrect.

The Notes column can be used to add a note to a shutdown, for example to list some details about the root cause. These notes will be pulled into reports on the detail tab. See Downtime Type.

A "_hidden" type event means the event happened at that time but no texts/calls/emails were sent. The type might show up as hidden for one of two reasons:

  1. Callouts are disabled on the DCT Telematics Setup Page
  2. The run was short and someone was at the panel, so the panel requested that the notifications not be sent since it wasn't important

Reports Tab

The reports tab allows for creating unit reports. A runtime report can be created by specifying a range and downloading the report. Under "Scheduled Reports" on the second part of the page, a list of contacts can be added to get daily reports of data, runtime, or alerts. These will be sent automatically via email each morning. These email addresses can include persons outside the normal organization, such as a customer.

Configuration

The configuration tab shows recent configuration changes, and warnings around configuration problems (such as rolled out kills). Units with configuration warnings will also be noted on the main unit list, and this tab is where the detail is seen. These warnings can help identify potentially critical issues that can be prevented with proper alarms.

Connect-unit-config.PNG

Callout Scheduling Section

See Portal Callout Scheduling

Users Section

The Users section of the site is used to set up Guests and Associates for a company.

  • Guests are external users who can log in and see data on specific units, but cannot edit anything on those units. This is commonly used for customer access to data on a few units. See Guest Access
  • Associates are external users who can log in and see everything a normal company user can see. This type of user is not commonly used!

Areas Section

The Areas section of the site is used to view, edit, and add areas for a company. Existing areas can be edited to add a description by clicking the 'Edit' button to the right of an area. New areas can be added

To Add a new area, enter a name (such as "12") and a description of the area (such as "Midland North"), then select the Add button.

Note: If the top of the page does not say "Add area", try going to another tab and back to the Areas tab.