Administrator Guide - Site Systems Software, Inc.
Contents
1. Temperature D Digital True Digital False Write True Write False Historical Database Historical Table Historical Field Site Data Only p ee 0 Fiter Add Field Figure 8 Meter Type Data Registers Page The Field Type drop down list is for selecting the data point type for the data register This can be set to Analog or Digital Read Only or Analog or Digital Read Write this field depends on if the data register is an analog or digital device The Read Write option means you can write a value back that correlates to 1 0 or True False for example On Off or Flow No Flow The Layout field can be set to either Horizontal or Vertical this refers to the source table data input style for a meter Some devices import the data register readings in a horizontal copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 15 fashion which means the data register names Field Names are listed by column in the source table and some devices import the data registers in a vertical fashion which means the data register names Field Names are listed by row in the source table The Layout field needs to be set based on the data input style of the meters that will use the meter type Every data register within a meter type should be set to the same Layout setting The Digital True and Digital False fields are for entering what a digital mete2. These two fields must be set if the data register is digital Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 17 6 Access Administration Screen A The fourth administrator screen is the Access Administration Screen which can be accessed by clicking the A at the top right of the Site Online main home page The access administration screen see Figure 9 below is for setting which Companies each user has access to SITE SYSTEMS SOFTWARE A A User Daniel Thompson Set Access By Company Set Access By User wou Select Company x L Select User S LE BEEN BE Show username Email Domain Fullname Lastname Figure 9 Access Administration Screen The Access Administration Screen allows for setting access by company name left side of the screen or for setting access by user right side of the screen Setting access by company name means selecting a specific company then choosing which users have access to that company Setting access by user means selecting a specific user then choosing which companies that user has access to a Setting Access by Company Setting access by company will allow you to select a company from the list of companies in the Site Online account and choose what users have access to it Using the CompanyName drop down list on the left side of the access administration screen select the company that you wish to edit the user access fo
3. Edit Site Data and Edit Communications navigate to the Meter Configuration ANALOG SITE DATA and COMMUNICATIONS Tabs respectively for the new meter you create To create the new duplicate meter simply click the Create Duplicate button At the bottom left of the Meter Configuration MAIN Tab is a Properties button see Figure 4 Clicking this link will open up a page for creating and editing special meter settings see Figure 5 below Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 9 T Wl p O MA Meter Copy of Casa Maya i ei g e User Daniel Thompson 8 Figure 5 MAIN Tab Properties Page This page allows for creating user defined parameters that can be used for reporting custom methods functions etc To create a setting enter a string into both fields and click the Save button this will add the setting to the table at the top center of the page As seen in Figure 5 there is a setting created containing the fields Setting1 and Test Click the Edit button next to an entry in the table to change the fields When editing an entry from the table you can click Save to save the changes or Delete to delete the entry entirely Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 10 4 Meter Configuration COMMUNICATIONS Tab The COMMUNICATIONS page for a meter can be accessed und
4. field is for entering custom displayed text for the location point for the custom text to display you must select one of the AltText display options from the Display drop down list The Popup drop down list allows you to choose what pop up window is displayed when you mouse over the location point in the overlay image The Font Color Size Bold Italic and Background field settings are for customizing the location points displayed text The Background field is for setting the background color of the text box this can be set to transparent The Border field is for turning the text box border on or off and the Border Color field is for selecting the border color of the text box The Icon drop down list allows you to select the icon that is displayed for the location point most icon options have two forms of the icon s image a normal one sometimes containing a green checkmark and a version with a red X over the icon s image see the Icon field in Figure 16 for an example The red X icon version is for when the data register associated with the location point is in an alarm state The Size field allows you to select the display size of the icon To save the changes to a location point click the Update button at the bottom of the page To delete a location point click the Delete button at the bottom of the page T
5. all rights reserved Ver 1 9 6 3 Meter Configuration MAIN Tab The Main meter configuration page for a meter can be accessed under the Meter Configuration section of the Meter View SETTINGS tab or it can be accessed by clicking the Edit button for a meter in the Meter Administration Screen The Main meter configuration page see Figure 4 below opens in a new browser tab This page allows you to edit various settings for the currently selected meter SITE SYSTEMS SOFTWARE Site Systems Demo gt Casa Magna 2 User Daniel Thompson md Site Systems Demo Meter Location Contact List Mosel All the notes you could possibly want about this asset all here in one place but a small place at that SI BobbyG Account Code Reset Grid Email List WebSite Parent Email On se Casa Magna 2 Data Retension Hourly so Daily 180 Alt Naming Save Changes hk DFDemo Duplicate Meter dan Gas Sales Meter EE Copy of Casa Magna 2 eee 7 AM and UTC 03 00 Buenos Aires VOGEL ET No Selection Old DENNE None la dele Set by Items Peer Billed Monthly v ME Bee ei e 19 121 08758330093 KPTp 86 770792007 44 Map Icon Not Set sinn Site Systems Demo Create Duplicate Penne Stay here Figure 4 Meter Configuration Main Tab The Company Name field allows you to change the name of the company that the meter is under you can do this from any meter under the
6. Coordinates fields allow you to enter the X and Y pixel coordinates of where you want the location point displayed on the overlay image you can manually enter the coordinates or you can click the Select button which opens the overlay image in a pop up window and allows you to click the Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 28 exact point on the image where you want the location point to be The Display drop down list is for selecting what text items you want to display for the location point this field has many display item options to choose from including combinations of certain items The item terms are as follows Meter displays the name of the meter Company displays the name of the company CharVal displays the current reading of the data register GridName displays the grid name abbreviated name of the data register CharName displays the actual name of the data register AltText displays the custom text from the Alt Text field Suppressed displays nothing ShortDate displays the last polling date in the month day year format and Time displays the last polling time The Link To drop down list allows you to choose what page or window the system navigates to when clicking on that location point in the overlay image setting this option to No Link will turn off the link to feature The Alt Text
7. SourceDB field entry DB column entry in meter type grid for the meter type itself The Table Name field is the source table name within the actual Database this field entry is almost always the same as the SourceTable field entry for the meter type itself The Field Name field is the name of the data register input field within the source table of the database the Field Name entry is what is listed in the Field Name column of the data register grid The Date Field field is the name of the last poll date input field within the source table of the database its standard configuration name is usually LastPolIDT The Grid Name field is the abbreviated name of the data register and it is displayed in the Company View SUMMARY Tab grid The Name field is the full name description of the data register this field entry is what is listed in the Name column of the data register grid The Description field is the data register on the field device this field is always the same as the Field Name field an SITE SYSTEMS SOFTWARE WM KR LLG User Daniel Thompson Database Field Name Database Differential Pressure psi EPER vDFDemo Differential Pressure EXT Final bee arRLastPollDT Energy Total mmbtu Dr 7 ame Differential Pressure EXT SD DEXT gt INetTotal NetTotal mmscf Week ae Analog Read Only v Pressure Pressure psi ens Horizontal v
8. Admin drop down list is for setting the access level for various administrative functions including the six main Administrator Screens Each successive access level in the list adds additional privileges on top of the previous level s privileges The options in this list are the following None This option restricts all administrative access for the user View Meter Settings This option allows the user to view the Meter Configuration MAIN Tab for a meter Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 23 Edit Meter Settings This option allows the user to edit the Meter Configuration MAIN Tab except for the account and billing related fields Admin Functions This option allows the user to access the Company Administration Screen C except with no ability to add or delete companies This option also allows the user to access the Meter Administration Screen M except with no ability to add or remove meters It also allows the user to access and fully use the Access Administration Screen A Add Rem Meters This option allows the user to create delete meters and companies as well as edit the account and billing fields of the Meter Configuration MAIN Tab User Edit Access This option allows the user to access the Meter Type Screen T and edit meter type profiles and their data registers but not create or delete meter type profi
9. Daniel Thompson Company tet Meh EEA Test Company Burner Control 2 iasi Company Added Apr 15 2013 9 19AMby Daniel Thompson Energy Electrical 1 OM Central Pipe 5085 comma See Lab Environment 1 Lab Testing Offshore Pipeline Site Equipement Demo Site Systems Demo Southern Natural Gas Test Company E Figure 2 Company Administration Screen On the left hand side of the screen is a grid that lists each company within the Site Online account the Company column shows the name of the company and the Meters column shows how many meters are under the company The middle column of the grid contains an Edit button for each company clicking the Edit button will display editable information fields on the right side of the screen for that specific company When you click the Edit button for a company its row of the grid will be highlighted green to indicate that company s selection In Figure 2 the company Test Company is selected and its three information fields are displayed on the right The first field Company Name allows you to set the name of the company company is the generic term used for Site Online this could refer to a field location company or site The Notes field is for general use for example you can put billing entity information here or any other company level or field location information The Notes field content appears in some noti
10. Site Systems Software Inc all rights reserved Ver 1 9 19 by their Full name Once you select a user from the list the Available and Current company boxes will be displayed see Figure 11 below AM SITE SYSTEMS SOFTWARE Nr ES User Daniel Thompson Set Access By Company Set Access By User erste Select Company beset Daniel Thompson v Show EEE HETE EO DENE EE EN ko at el Daniel Thompson Available Current BGAN Ping Site Systems Demo Burner Control Test Company1 Energy Electrical GOM Central Pipe Lab Environment Lab Testing NY Harbor Offshore Pipeline Site Equipement Demo Southern Natural Gas Figure 11 Access Administration Screen Set Access by User The Selected User at the center of the screen shows what user you are currently editing the company access for The Available box lists all companies that the selected user does not have access to The Current box lists all the companies that the selected user currently has access to To add company access to the selected user click the companies in the Available box that you want the user to have access to ctrl click to highlight more than one company then click the right pointing arrow to move the selected companies to the Current box To remove company access from the selected user click the companies in the Current box that you don t want the user to have access to then click t
11. Online User Manual copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 1 Administrator Guide This guide provides a walkthrough of the administrative functions for Site Online The sections discussed in this manual assume that the user reading this manual has full administrator access with all privileges There are six 6 main administrator screens Company Administration C Meter Administration M Meter Type T Access Administration A User Administration U and Navigation Maintenance N as well as two Meter Configuration tabs Main Tab and Communications Tab that pertain to administrator functions The six 6 administrator screens are accessed by clicking on their respective letter link at the top right of the Main Home Page See Figure 1 and the two Meter Configuration tabs are accessed via the Meter View SETTINGS tab Administrator Screen Links Figure 1 Site Online Home Page showing Administrator Screen links Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 2 1 Company Administration Screen C The first of the main administrator screens is the Company Administration Screen which can be accessed by clicking the C at the top right of the Site Online main home page The company administration screen see Figure 2 below is for adding or removing companies to the Site Online account fam SITE SYSTEMS SOFTWARE KAM mm Meter Name User
12. an alarm to view the details of the alarm event The Confirm Alarms option allows the user to confirm an alarm via the Alarm Window and the Close Alarms option allows the user to both confirm and close an alarm event via the Alarm Window Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 24 vii Operator Privileges The Operator drop down list is for setting the access privileges for the Operator Callout Page No Access means the user cannot access the Operator Callout Page at all The Customer View Callout Only Meters Automated amp Callout and All Alarms options allow for different access configurations for the Operator Callout Page and its Alarm Confirmation Window viii Site Analyst Account Access The SiteAnalyst Acct drop down list allows for setting the external application access for a user You can select the appropriate account from the list or select No Access if not applicable The Express Menu checkbox turns on the fast loading version of the Left Hand Navigation Menu The Navigation will load faster by not showing the alarm icons in the menu The Open Company drop down list allows you to select the default company for a user This will be the company that is opened when the user signs in to their account Companies are not visible in this list until the user has received access to them via the Access Administration Scre
13. company and it will change for all the meters of that company Information entered into the Contact List field for any meter within the Company will apply to all meters in that company so to change a Contact List you need to only edit a single meter within the company and the new contact information will save to all the meters of the company IF a client requests that a meter has a separate contact list than the standard company contact list then this meter specific contact info can be entered into the Meter Notes field Alternatively it has proven helpful to include the meter name and its contact list within Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 7 the main Contact List field by indicating that for meter XYZ the callout list is as follows and enter in the contact data for meter XYZ In addition to meter specific contact information the Meter Notes field can also be used for entering general reference or reporting information about the meter The Meter Location field is another notes related field used for some reporting purposes or for entering a physical street address for reference purposes but it is generally left blank Note The information in the Contact List Meter Notes and Meter Location fields also appears in the Operator Confirmation Window of the Operator Callout Page The Account field is for entering the accou
14. of day the meter contract starts this is vital for reporting purposes The Meter TimeZone field allows you to set the time zone that the meter is in The contract hour should reflect the actual meter time within the device and not the adjusted system time of SiteOnline The Visual Overlay field is for selecting an overlay image for the meter An overlay image is an image superimposed with graphical data representations The image that is selected in the Visual Overlay field is viewed by hovering the mouse over the meter s Excel Icon in the Company View SUMMARY Tab grid The Manual Updates field allows you to select None Additions or Modifications and it is for making edits to polled data by setting the ability to add or modify polled data for the meter for example manually adding data for a missed poll The Entry Calc setting field defines how calculations are done on mobile devices The Accounting field is for setting the billing option for the specific meter the option Not Billed is for a meter that is not charged at all for example a meter for testing purposes could be set to either the Not Billed Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 8 or Demo accounting option The Billed Monthly option is for a meter that is billed on a monthly basis The Packaged accounting option is a non billed meter but i
15. specific to that user account The Email field is the email address of the user The Password and Redo Password fields are for setting the initial login password for the user the user can change their password later via the My Account link at the top of the main home page see the My Account section of the Site Online User Manual The Expire field is for setting a month and date that the user account will automatically expire When users login to Site Online they can choose to have the system save remember their username and password so they don t have to enter their login info each time they access Site Online the Reset Autologin checkbox is for resetting a user s remembered password username The following edit user account fields are for setting a user s specific privileges within Site Online The last option in each field s drop down list is the highest privilege level i Polling Privileges The Polling drop down list allows you to set the user s access level for polling functions The None option doesn t allow for any polling related actions The Demand Only option means the user can only demand polls The View Schedule option means the user can demand polls and view the polling schedules viewing schedules is done via the Scheduler page The Edit Schedule option gives the user full polling privileges meaning the user can demand polls view polling schedules a
16. EXT EnergyT otal Energy Total Energy Total mmbtu Ge Flow Time Flow Timed rossTotal Gross Total GrossTotal mmcf MassTotal ass Total Mass Total NetTotal Net Total NetTotal mmscf Pressure Pressure ressure psi emperature Temperature Temperature f KEE No more characteristics to select from Mi Add Figure 13 Meter Configuration ANALOG Tab Add Remove Fields Function The fields that you can add or remove are the available data registers of a meter which are determined by what Meter Type Profile the meter is set to see the Meter Type Screen T of this manual for more information on meter types The Add Remove Fields grid see Figure 13 shows what data registers for the meter are currently active to remove or deactivate a meter data register simply click the Remove button for that register last column of the grid The New Characteristic drop down list contains all of the meter type data registers that are not currently activated for that meter To add activate a data register for the meter use the New Characteristic drop down list at the bottom right of the screen by selecting the data register that you wish to add then clicking the Add button In the Figure 13 example all of the available data registers are already added to the meter so the New Characteristic list displays No more characteristics to select from iv Admin Privileges The
17. MAIN Tab is set to either Comms Only or Everything Sometimes the first polling of a meter returns a value of all zeros for this case the Ignore Zero Polls setting can be used If this field is set to No the system will not ignore a poll that is all zeros Yes Discard will discard and ignore a value of all zeros as if the meter did not poll this makes it look like the meter did not poll a value in the system Yes Retry Poll makes the system keep trying until it does not return a value of all zeros this could get into an endless loop but usually it works on the second polling try The Hurricane section of the Communications Tab is no longer used When finished changing any of the fields in this tab click the Save Changes button to save your changes to the meter The Send Test Poll section is used for submitting specialty polls to the meter for test purposes choose an option from the drop down list then click the Run Test Poll button to send the poll Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 12 5 Meter Type Screen T The third administrator screen is the Meter Type Screen which can be accessed by clicking the T at the top right of the Site Online main home page The meter type screen see Figure 7 below is for creating meter type profiles within the Site Online account A meter type is a customized profile of data registers parameters that are as
18. SITE ONLINE Administrator Reference Manual fann SITE SYSTEMS SOFTWARE WM Table of Contents Preface Ov rvie W PUDOS E i ssesecsicecdcdeadasccevssacdecvansdustessocbedvasetsarsesacdeedacaventsisaed cdvacavanstavudicadocctsda ved abedvaseddsavenswianvuattece 1 Administrator Guideuansusmenssarsa keen atenerne anelsen dinside 2 1 Company Administration Screen TC 3 Ay Create NEW Lull VE 4 bi Remov Company Ee Ee ee A 2 Meter Administration Screen IM 5 a Create New Meter E 6 Dir Remove MET anasa E ear 6 3 Meter Configuration MAIN Tab 7 Duplicate Meeter no ta ar TANO ad E AEEA 9 4 Meter Configuration COMMUNICATIONS Tab 11 5 Meter Type Screen Ti rasi ianea aaae Aa Tuker 13 a Adding 3 Meter Type is cssscce anscce estes cevaseecscesnacecs dE 14 bl Edit M t r TY BO vescascevecsactedtacateevectacdes sacatssvaseactisdigcaieeescnachessacades s ached iacatestsdeacdss dacatesvadhecdstinadesvuneacdesPaees 14 i Data Registers Page siicccosedeczdosscsaysededis sesalGeass beaut ASSEN ESA EST AE 14 ii Adding a Meter Type Data Register 16 6 Access Administration Screen IA 18 al Setting Access by COMPANY wccressiseeies sdscces sdencece sundaes ssantens esaseees sdundens apr EErEE A raas Saa NENNEN due 18 b Setting Access By Ee 19 7 User Administration Screen TU 21 at Edit User ACCOUNT sedesa ee tese Sr ener andes lt 4dsanden ente aonaddevaonn 22 i Polline Privilegest 7 getegeegtit vesteesous
19. ate its selection and display the Edit fields on the right side of the screen At the top left of the Edit fields is the text Navigation Name which shows the name of the overlay image profile that you are currently editing the location points for Company Meter Navigation Name DFDemo ME Site Systems Demo Site Systems Demo Albatros Pressure psi LASE Oasis Palm Cordinates s Demo Casa Magna 2 Pressure psi j Select leg ae ME Meter w CharVal v Pressure psi Link To Seek Meter Last Readings v ar Caribe Pressure psi Alt Text EE 10 Oasis Palm Pressure psi a Latest Readings v asa Maya Pressure psi ous Verdana D v H K E g Boki ORCA ET 7 Yes No Paraiso Pressure psi Background am RIU Pressure psi Icon MeterSimple1 v bud Small e Border Yes O No Figure 16 Navigation Maintenance Location Points Page The first three Edit fields Company Meter and Item are drop down lists for selecting the Company then the meter then the Data Register of the meter in that order The Data Register you select in the Item field is the location point reading The Company field setting is the entry for the Company column in the grid the Meter field setting is the entry for the Meter column in the grid and the Item field setting is the entry for the Char column in the grid The
20. d Ver 1 9 26 be highlighted green to indicate its selection The Image Path field is where you enter the file path for the actual image file the image file is usually in the images folder for the website but you must know the exact file path The Name field is where you enter the name description of the overlay image this field is the entry for the Name column in the grid The Display Color drop down list is how you select the background color for the overlay image this field setting is the entry for the Background column in the grid The Display Color is usually set to white and it is useful if parts of the image are transparent Click the Save button to save any changes to the overlay image Edit fields a Associating Companies with an Overlay Image Clicking the Company button opens the Company Selection Screen see Figure 15 below which allows you to select which companies of the Site Online account will use the currently selected overlay image profile for their Company View OVERLAY Tabs AM SITE SYSTEMS SOFTWARE uy mmm LLC K NT ED EDem e Site Systems Demo BGAN Ping Burner Control Energy Electrical GOM Central Pipe PTE Lab Environment H Lab Testing NY Harbor Offshore Pipeline Site Equipement Demo Test Company 2 Test Companyl Figure 15 Navigation Maintenance Company Selection Screen The overlay image Name that is currently selected is shown in
21. de of the Meter Type Screen On left hand side of the Data Registers Page is a grid that lists all of the data registers polling points of that meter type profile The columns of the grid are Database Field Name and Name the last column of the grid is unnamed and it contains the Edit button for each data register in the grid Clicking the Edit button will display the Edit fields for that data register on the right side of the page When you edit a data register its listing in the grid row will be highlighted in green to indicate its selection For example the data register Differential Pressure EXT is highlighted green in the grid of Figure 8 At the bottom left of the data registers page is a Sort by section that allows you to sort the grid alphabetically by Database Field Name or Name You can also search the grid by typing a search term in the bottom text box then clicking the Filter button To edit the fields of a data register polling point click the Edit button in the row of the grid for that data register this will display the Edit fields on the right side of the page The first Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 14 field Database is for entering the Database for the meter type data register This field entry is what is listed in the Database column of the data register grid and it is almost always the same as the
22. ds view section b Edit Meter Type on the following page When you edit a meter type its listing in the grid row will be highlighted in green to indicate its selection For example the meter type DFDemo is highlighted green Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 13 in the grid of Figure 7 At the bottom left of the meter type screen is a Sort by section that allows you to sort the grid alphabetically by MeterType Server or Database You can also search the grid by typing a search term in the bottom text box then clicking the Filter button a Adding a Meter Type To create a new meter type click the Add Type button at the bottom of the Meter Type Screen When you click the button a pop up box will appear prompting you to enter the new meter type name enter the new name and click the OK button this will immediately add the new meter type to the grid and open the Edit fields on the right hand side of the screen for the new meter type When you create a new meter type it adds the profile without any configurations or polling points Configuring a meter type profile is described in the following sections and requires the use of the Data Registers Page b Edit Meter Type Editing a Meter Type profile is done via the Edit fields on the right hand side of the Meter Type Screen these fields are displayed when clicking the Edit button of an existing meter
23. ecesi Se skisseres teneste 22 ii Communications Privileges ssussisseessisssnirseissnesrisvseissssssesrrittnar rsss Ees riS r ErN SEENA SS ERRE SEA EEVEE S Sees 22 Wi Tags Fields EE 22 iv Admin Privile gesi soron rien Er eaaa TEA AEE TAEA A ENEA EEA 23 V Controls Privilegis heurcanninanen en N N a 24 vi Alarms Privileges cccccccccssscecssssececeeeeeecsessececsesaeeeceessesecsesseeecsesseeecsesaeeeesesaesecseaaeeeceesaeeecsesaeeeensaaes 24 vii Operator Privileg s sosro eege ESA Ee Ee RENE 25 Vili Site Analyst Account Access 25 b Add or Delete User Account 25 8 Navigation Maintenance Screen N cccccecectsseesecsssecesecssecesetteceesetseweeset soededertsedesettoseesetsceeesst aaa NEE 26 a Associating Companies with an Overlay Image 27 b Adding Editing Points for an Overlay Image cc cccssccccssecesssecssseecssececsseceseeecsseeecauecesseeesseeceaeeesaeeesees 27 c Add or Delete Overlay Image Profile Preface Overview Purpose This administrator manual provides an overview and walkthrough of the administrative functions of the Site Online web application It will detail the access restrictions as well as the various administrative settings This manual will show you how to add and remove meters and companies create meter types change administrative settings for companies and meters add or remove users and edit the privileges of each user This manual provides supplemental information to the Site
24. ediately add the new data register to the grid and open the Edit fields on the right hand side of the screen for the new data register When you create a new data register it automatically adds some information to the edit fields be sure to change these fields if required The vital fields to complete are Database This field defaults to the same as existing data registers in the meter type profile Table Name This field defaults to the same as existing data registers in the meter type profile Field Name This field is populated from the data register name that was entered when creating the new data register Data Field This field defaults to the same as existing data registers in the meter type profile Grid Name This field must be completed for the data register to appear properly in the Company View grid Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 16 Name This field is populated from the data register name that was entered when creating the new data register Description This field is populated from the data register name that was entered when creating the new data register This field should be set to the same entry as the Field Name field Field Type This defaults to Analog Read Only but should be changed to the appropriate option if required Digital True and Digital False
25. en A unless you are creating a new user in which case the Open Company list will initially allow you to select from all the companies of the account The Open Company list can also be set to No Default or Operations Screen the Operator Callout Page Make sure to click the Save button at the bottom of the edit user account fields to save any changes you made to the user b Add or Delete User Account To add a user account click the Add User button at the bottom of the user administration screen this will open a pop up window that prompts you to enter the new username or user email address After entering the required information click the OK button to add the user This will immediately add the new user to the grid and open the edit user account fields on the right hand side of the screen Enter in all the appropriate information and privileges for the user account then click the Save button To delete a user account simply click the Delete button at the bottom right of the screen after selecting that user from the grid When clicking the Delete button the system will ask you if you re sure you want to delete the user Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 25 8 Navigation Maintenance Screen N The sixth administrator screen is the Navigation Maintenance Screen which can be accessed by clicking the N at the top right of the Site Online main ho
26. er the Meter Configuration section of the Meter View SETTINGS Tab The Communications tab see Figure 6 below opens in a new browser tab when clicked The settings in this tab are the vital link between the database and the polling engine ww Site Systems Demo gt Mar Caribe User Daniel Thompson SITE SYSTEMS SOFTWARE Satellite ID Hurricane Arm Control Poller ID Arm Value gelesen Select to modify ReArm Minutes ConnectString ReArm Control ReArm Value ReArm Control i v Yes poll device when it cries out v DisArm Value Cryout IP Cryout Autopoll Cryout Email Save Changes Cryout Message P Ty Ha Cryout Received S EK Select to modify 7 Run Test Poll rer pot FE ie Ignore Zero Polls Figure 6 Meter Configuration Communications Tab The Satellite ID field is for entering the ID of the communications satellite such as its ESN The Poller ID field is used to indicate which polling server that the meter device is set up on or what type of polling is used Generally this field will contain the polling server identifier except in custom situations The Set Poll Command drop down list is generally not used set when used it is for setting the command type for every polling of the meter The ConnectString field points to a device in the polling engine and it must be populated with the exact device name that is used in the USS polling server this is ca
27. ers under the company the Remove button will become visible for that company in the Meters column of the grid See Figure 2 Click the remove button to delete the company Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 4 2 Meter Administration Screen M The second administrator screen is the Meter Administration Screen which can be accessed by clicking the M at the top right of the Site Online main home page The meter administration screen see Figure 3 below is for adding or removing meters to the Site Online account CM SITE SYSTEMS SOFTWARE WM Meter Name User Daniel Thompson Company Meter Site Systems Demo atros it rcelo Casa Magna 2 199009 BERGRER 4 E H LinePack 1 Pressure Pack 1 Pressure 9 EH 9 EA 5 5 LimePack 1 Pressure s 5 EJ 5 EN i E LinePack 1 Pressure Pack 1 Pressure pa LinePack 1 Pressure LinePack 1 Pressure Sort By New Meter E Compan Meter Type pany YP eerie Test Company bai x Filt gt R DynamicF luid Figure 3 Meter Administration Screen The grid on this screen lists every meter of the Site Online account The Company column is the name of the company a meter is under the Meter column is the name of the actual meter and the Type column shows the name of the meter type profile of the meter The meter type is what identifies w
28. es must be separated with a semicolon If there is an error in format the system will indicate this in red and not allow you to save until the email addresses have been entered in properly The Data Retention fields are for setting how many days the Hourly and Daily meter data is stored in an Indexed state ready to access quickly versus being stored as archived data The default indexed data retention time for Hourly data is 90 days and the default for Daily data is 180 days Be sure to click the Save Changes button after making any changes to the fields in the Meter Configuration MAIN Tab a Duplicate a Meter The Duplicate Meter section of the Meter Configuration MAIN Tab allows you to create an exact copy of the meter you are currently under The field New Name is where you enter the name of the new meter you are going to create The Top Level Location field is for selecting the Company to create the new copied meter in You can copy a meter to any Company in the Site Online account The After Duplicating drop down list gives you options for what page to navigate to after creating the duplicate meter Stay here keeps you on the same page Edit on this screen brings you to the Meter Configuration MAIN Tab for the new meter you are about to create Open main screen navigates to the Meter View LATEST READING Tab of the new meter you are about to create Edit Analogs
29. fication emails The Contacts field is for entering company contacts such as names phone numbers and email addresses you can enter multiple contact Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 3 points in this field This contacts field is identical to the Contact List field under the Meter Configuration Main Tab so whatever is entered here will appear in the meter Main Tab This contact data will be the same across all meters within the company The contacts field is generally used for contacts for callout alarm notifications since this is the same contact data that also appears in the Operator Confirmation Window of the Operator Callout Page The contacts field can also be used for just entering general contact information for company reference purposes Remember to click the Save Changes button after making any changes to the Edit fields a Create New Company To add a new company to the Site Online account you simply type the name of the new company that you wish to add into the New Company field at the bottom of the page then click the Add button on the right When you add a company it immediately populates the grid on the left side of the company administration screen b Remove Company Removing a company requires deleting all of the meters under that company first You can delete the meters of a company via the Meter Administration Screen Once there are no met
30. hat data Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 5 registers parameters are associated with that meter The meter type is a customized profile that is created via the Meter Type Screen you can create as many meter types as necessary for various kinds and configurations of meters The Tags column shows how many data registers parameters there are for that meter The grid displays a maximum of 20 rows per page you can click a page number at the bottom center of the grid to jump to another page At the bottom left of the meter administration screen is a Sort By section that allows you to sort the grid alphabetically by Company name Meter name or Meter Type You can also search the grid by typing a search term in the bottom left text box then clicking the Filter button a Create New Meter This feature allows for creating a new meter without any pre configured settings Each meter that is created must be assigned a meter type and a company To create a meter enter the name of the new meter in the New Meter field at the bottom center of the page use the Company drop down list to select the company that you want the new meter to be under select from existing companies on the account use the Meter Type drop down list to select the meter type of the new meter from the list of existing profiles Once you ve entered the new meter name and selected its company and meter t
31. he left pointing arrow to move the selected companies to the Available box Be sure to click the Save Changes button at the bottom right of the screen after making any changes on this screen Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 20 7 User Administration Screen U The fifth administrator screen is the User Administration Screen which can be accessed by clicking the U at the top right of the Site Online main home page The user administration screen see Figure 12 below is for creating and editing new user accounts and setting their access privileges CM TN SITE SYSTEMS SOFTWARE User Daniel Thompson UserName Full Name Email Teen tet dthompson Notes zu nidan sitesystemssoftware com assword Reset Autologin ll E hApril 21 2013 2 45 PM oe erie Edit Schedule dthompson Daniel Thompson Communications Change Settings Energy Electric ele Tags Fields PERS Add Rem Users ee Use Controls kadams Kelly Adams e erme No Access upport Ce brass NO Access ssbeme Seer LETA Default Menu j Express Menu te rry eee Site Systems Demo z access Sort by UserName Full Name Email 0 Filter Adduser Figure 12 User Administration Screen On the left hand side of the User Administration Screen is a grid that lists all of the current users under the Site Online account The first column of the grid i
32. les or data registers This option also adds the ability to access the User Administration Screen U and edit the user accounts and their access privileges except Admin Privileges but it does not allow for adding or removing user accounts Finally this option allows the user to access the Navigation Maintenance Screen N and edit the existing overlay images and their location points including adding or deleting location points to an existing overlay image It does NOT allow for adding a new overlay image Add Rem Users This option gives the user the ability to create and delete user accounts as well as provide the user with full access privileges to the six main Administrator Screens v Controls Privileges The Controls drop down list is for setting whether or not a user has the ability to use the Controls function specifically the Control Command Page for meter data registers see the Meter Configuration CONTROLS Tab section of the User Manual for more information on how to use controls This field allows you to select None for no controls privileges or Use Controls for full controls privileges vi Alarms Privileges The Alarms drop down list is for setting the user privileges for the Company View and Meter View ALARMS Tabs The List Only option means the user can only view the alarms in the ALARMS Tab grid The View Details option allows the user to open the Alarm Window for
33. me page The navigation maintenance screen see Figure 14 below is for creating and configuring an overlay image and its location points for the Company View OVERLAY Tab An overlay can be any image with data overlaid on to the image For example an image of a custom grid with an overlay of raw data numbers or an image of a map with meter data overlaid on to the map at each meter s respective location Mn SITE SYSTEMS SOFTWARE User Daniel Thompson Image io als nlimages maps cancun2 jpg ME i E e ol mm EE e ser AG oo EE a EE GE eer men E e R E en lee EEE gt Ms te cancun2 jpg DFDemo White Edit Figure 14 Navigation Maintenance Screen On the left hand side of the Navigation Maintenance Screen is a grid that lists each overlay image profile in the Site Online account The first column of the grid Image is the actual image file name the second column of the grid Name is the name or description of the overlay image and the third column Background is the background display color for the overlay image The last column in the grid contains the Edit button for editing an overlay image profile Clicking the Edit button for an overlay image profile will display the Edit fields on the right side of the navigation maintenance screen When you edit an overlay image profile its listing in the grid will copyright 2013 Site Systems Software Inc all rights reserve
34. n at the bottom of the Edit fields Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 29 4 A AM 7E SYSTEMS SOFTWARE 2425 PINEAPPLE AVE SUITE 308 MELBOURNE FL 32935 6696 www sitesystemssoftware com TEL 1 321 610 1829 FAX 1 321 610 1831 E MAIL support sitesystemssoftware com copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 30
35. nd create edit polling schedules ii Communications Privileges The Communications drop down list refers to the access level for the Meter Configuration COMMUNICATIONS Tab None means no access View Settings means the user can view the current settings in the Communications Tab but can t make any changes and Change Settings means the user can make changes to the Communications Tab fields iii Tags Fields Privileges The Tags Fields drop down list is for setting the access level for the Meter Configuration ANALOG and DIGITAL Tabs None means no access View Details means the user can view the settings for each data register of a meter in the meter s Analog and Digital tabs and Edit Details means the user can make changes to each data register s settings in the Analog and Digital tabs The Add Remove option is the highest level access and it means the user can also add or remove data registers of a meter by clicking the Add Remove Fields link at the top right of the Analog or Digital Tab this will open the Add Remove fields function of the Analog or Digital Tab see Figure 13 below Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 22 SD Siro Skare ac ware KIM O OOA Test Company1 gt Copy of Casa Maya Table FieldName Grid Header Characteristic Header DP Differential Pressure psi DP ExT Differential Pressure
36. nt billing entity or reseller name and the Account Code field is for an internal billing code or name or an account number The Reset Grid checkbox can be clicked to reset the Company View SUMMARY Tab grid columns to show all of the meter data register columns available The Reset Grid feature is convenient for when you want to reset the Company View SUMMARY Tab columns for a large amount of users The WebSite field is used for branding addressing and it is where you can enter the web address for the particular Company of the Site Online account The Parent field is for entering the actual Parent Company of the account it references the vendor This is used especially if you are using field location names of a parent company as the Company level name within Site Online The Meter Name field is for changing the name of the meter and the Alt Naming drop down list provides options for an alternative display of the meter name such as displaying the Company Meter for the name The Archive File field is for entering the UNC Uniform Naming Convention file path location The Meter Type drop down list is for changing the meter type data registers profile for the meter The Asset Type drop down list is for selecting what the actual meter is for example Gas Sales Meter Pipeline Segment Vessel Liquid Storage Etc The Contract Hour drop down list is for selecting what time
37. o add a location point to the overlay image profile click the Add Location button at the bottom left of the page this will add a Save button to the bottom of the Edit fields and keep the current Edit fields filled in so it s quicker to add the information for the new location point Make any necessary changes to the fields and select the Company Meter and Item for the new location point from the drop down lists Click the Save button to add the new location point to the overlay image profile c Add or Delete Overlay Image Profile To add an overlay image profile click the Add Nav button at the bottom left of the Navigation Maintenance Screen This will open a pop up window that prompts you to enter the new navigation name Enter the name description of the new overlay image profile then click the OK button Once you click Ok the new overlay image profile will be populated in the grid and selected so that you can enter the appropriate information into the Edit fields Be sure to enter the correct file path for the image file and then click the Save button when you re done making changes Use the Company button to associate companies with that overlay image profile and use the Locations button to create the location points for the overlay image To delete an overlay image profile select it from the grid by clicking its Edit button then click the Delete butto
38. r Before selecting a company from the CompanyName list you can choose to narrow down the list by typing a search string in the Filter field then clicking the Filter button the search term demo was used to filter the company list in Figure 10 Once you select a company from the list the Available and Current user boxes will be displayed see Figure 10 below The boxes will display users by either their Username Email Domain Full name or Last name depending on what is selected in the Show section of the Access Administration Screen As can be seen in Figure 10 the Access Administration Screen is set to view users by their usernames Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 18 An MIN SITE SYSTEMS SOFTWARE User Daniel Thompson Set Access By Company Set Access By User ende Site Systems Demo Se TATAY Select User v ior ooo tS BECH Show OQ username Email G Domain G Fullname Beet eteren site Systems Demo Available Current Figure 10 Access Administration Screen Set Access by Company The Selected Company at the center of the screen shows what company you are currently editing the user access for The Available box lists all users that do not have access to the selected company The Current box lists all users that currently have access to the selected company To add user access to the selected company click
39. r data register will output for a True and False reading for example Digital True is usually 1 or True and Digital False is usually 0 or False The Write True and Write False fields are used for entering what value to be written back for the corresponding value in the Digital True and Digital False fields respectively For example if the Digital True field is 1 and the Write True field is Flow then when the meter reads 1 True the system will write a value back of Flow The Historical Database field is the database name path where the archived data is stored The Historical Table field is the source table name within the database where the archived data is stored The Historical Field field is the name of the data register field within the source table of the database where the archived data is stored Clicking the Save button will save any changes to the data register Edit fields Clicking the Delete button will delete the meter type data register after first asking if you re sure you want to delete it ii Adding a Meter Type Data Register To create a new data register polling point for a meter type click the Add Field button at the bottom center of the Data Registers Page When you click the button a pop up box will appear prompting you to enter the name of the New Field Data Register clicking the OK button will imm
40. s the username of the user the second column of the grid is the full name of the user and the third column of the grid is the email address of the user The last column of the grid contains the Edit button for each user account in the grid Clicking the Edit button for a user will display the edit user account fields on the right side of the page When you edit a user account its listing in the grid row will be highlighted in green to indicate its selection For example the user Daniel Thompson is highlighted green in the grid of Figure 12 At the bottom left of the user administration screen is a Sort by section that copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 21 allows you to sort the user grid alphabetically by UserName Full Name Email or Domain Domain refers to the domain name of the email address You can also search the grid usernames by typing a search term in the bottom text box then clicking the Filter button a Edit User Account To edit a user account click the Edit button in the grid for the user you want to edit This will display the edit user account fields on the right side of the User Administration Screen The UserName field is for the actual username of the user the username is used when logging into the Site Online account The Full Name field is the first and last name of the user The Notes field provides a space to enter notes
41. se and space sensitive The Cryout IP field is for the IP address that the server is listening for and you can configure whether or not to poll the device when a cry out is received this is set using the appropriate option in the Cryout Autopoll field drop down list If you set this to poll the device when it cries out then if any unsolicited data is heard from the specified IP address the meter will be polled automatically by the system Additionally there is a cry out limit that should be set at five via the Cryout Limit field if the client wants the meter to poll on cry out this copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 11 limit is necessary because at times some meters can cry out every minute and we do not want the system to become overwhelmed with an unnecessary number of polls per hour when the meter is set to poll upon receiving a cry out The Cryout Email field is for entering email addresses to send cryout notifications to and the Cryout Message field is for entering the notification message that will be sent to the cryout email list when a cryout occurs The Poll Alarm field is an option that allows you to be notified if a scheduled poll is missed for the amount of time that is specified in this field This feature uses the email addresses entered in the Meter Configuration MAIN Tab Email List field IF the Email On drop down list in the
42. sociated with a certain kind of meter You can create as many meter types as necessary for the various kinds and configurations of meters in the account G SITE SYSTEMS SOFTWARE a User Daniel Thompson fe pk SourceT able Den A AutoPilot2 SSSSQLO1 OPC2SQL2 AutoPilotPro2 SSSSQLO1 OPC2SQL2 Pull OPC2SQL D ER ER enturyRSLinx SSSSQLO1 OPC2SQL2 Den_CCU2 SSSSQLO1 OPC2SQL2 DevTest QLO1 lopc2squ2 DFDemo SSSSQLO1 Customer D D BREE S ss Ge e Eege ENRON MODBUS SSSSQLO1 OPC2SQL2 QDE ESC83320PC ba Sort by MeterType Server Database M Add Type eege Figure 7 Meter Type Screen On the left hand side of the Meter Type screen is a grid that lists all the meter types currently in the account The first column of the grid MeterType lists all the names of the actual meter type profiles The second column Server is the name of the SQL server for the meter type this server will usually be the same for all meters within a company The DB column references the database within the server for that meter type the customer database is a data grab from the customer s polled data generally this is the OPC2SQL app The last column of the grid contains the Edit button for each meter type in the grid Clicking the Edit button will display the Edit fields for that meter type on the right side of the page to see how to edit these meter type fiel
43. t indicates that the meter is part of a larger site of many meters that ARE billed the Packaged option is usually for ancillary meters that go under a main meter that IS billed The Demo accounting option is non billed and it s for a meter that is used for demonstration purposes for example a fake meter that is setup to show application functionality The Physical Loc fields are for entering the GPS coordinates Latitude and Longitude of the meter The field Email List can have multiple uses and some clients prefer to use this list for all alarms rather than entering the alarm email addresses into each alarm point for the meter data registers under the Analog or Digital Meter Configuration tabs The relevant email addresses for alarm event notifications are entered into this field and the Email On drop down list is used for setting the type of notifications to be sent to the email addresses it can be set to Alarms Only No Comms Comms Only No Alarms Everything or Never Some clients prefer to use this email notification for communication failures only in which case they should enter the relevant email addresses for communications failures and select Comms Only No Alarms from the drop down list they would then enter relevant email addresses for actual Alarm notifications into the appropriate meter data register alarm points under either the Analog or Digital Tab All email address
44. the Navigation Name box at the top left of the screen The Available box contains the list of companies in the Site Online account that don t currently have an overlay image profile assigned to them and the Selected box lists which companies are currently set to use the overlay image profile that is shown in the Navigation Name box To associate the overlay image profile with a company simply click on a company in the Available box to add it to the Selected box To remove a company from using that overlay image profile double click on its name in the Selected box Click the Save button at the bottom center of the screen to save changes b Adding Editing Points for an Overlay Image To add the actual overlaid location points to the overlay image click the Locations button to open the Location Points Page see Figure 16 below The grid on the left side of the page lists the location points for the overlay image profile Each location point is based on a single Data Register of a meter Copyright 2013 Site Systems Software Inc all rights reserved Ver 1 9 27 The columns of the grid Company Meter and Char list the company meter and data register of the meter respectively The last column of the grid contains the Edit button for each location point clicking the Edit button for a location point will highlight its listing in the grid green to indic
45. the users in the Available box that you want to have access to the company ctrl click to highlight more than one user then click the right pointing arrow to move the selected users to the Current box To remove user access from the selected company click the users in the Current box that you don t want to have access to the company then click the left pointing arrow to move the selected users to the Available box Be sure to click the Save Changes button at the bottom right of the screen after making any changes on this screen b Setting Access By User Setting access by user will allow you to select a user from the list of users in the Site Online account and choose what companies that user has access to Using the Username drop down list on the right side of the access administration screen select the user that you wish to edit the company access for Before selecting a user from the Username list you can choose to narrow down the list by typing a search string in the Filter field then clicking the Filter button the search term thompson was used to filter the user list in Figure 11 The Username list can list users by either their Username Email Domain Full name or Last name depending on what is selected in the Show section of the Access Administration Screen As can be seen in Figure 11 the Access Administration Screen is set to view users copyright 2013
46. type in the grid or when adding a new meter type Each named meter type must point to a server SourceServer then database SourceDB then Table within the database SourceTable The first Edit field MeterType is for entering the name of the meter type profile this field is the entry for the MeterType column in the grid The SourceServer field is the same as the entry for the Server column in the grid and when creating a new meter type this field is already populated with the default for the system but it can be changed if required The SourceDB field is the same as the entry for the DB column in the grid and when creating a new meter type this field is also already populated with the default for the system but it can be changed if required The SourceTable field is for entering the table name within the actual Database Clicking the Save button will save any changes to the edit fields and clicking the Delete button will delete the meter type profile altogether after first asking if you re sure you want to delete the meter type The Fields button is for adding configuring the actual data registers associated with the meter type profile Clicking the Fields button will open the Meter Type Data Registers Page see Figure 8 below i Data Registers Page The Data Registers Page for a meter type profile is opened by clicking the Fields button on the right hand si
47. ype from the drop down lists click the Add Meter button to create the new meter The new meter will be immediately added the grid b Remove Meter To delete a specific meter locate that meter in the grid and click the Del button in that meter s row of the grid Clicking the Del button will open a pop up window that asks you if you re sure you want to delete the meter click OK to delete the meter or click Cancel to exit the window Deleting a meter will also delete all data associated with that meter including alarms and archive data The Copy button in the grid is for creating a duplicate of a meter To make a copy of a meter click the copy button in the grid row of the meter that you wish to copy and it will make an exact duplicate of that meter The new copy will have all the same settings and properties as the original except its name will have the text Copy of added to the front of it Clicking the Goto button of a meter in the grid will open a new tab in your browser and navigate to the Meter View page for that meter Clicking the Edit button of a meter in the grid will open its Meter Configuration MAIN Tab in a new browser tab alternatively you can find the Meter Configuration MAIN Tab for any meter under its Meter View SETTINGS tab The MAIN tab is a Meter Configuration tab that is usually reserved for administrator access Copyright 2013 Site Systems Software Inc
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