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OptiM2M Portal - Administration Module - User Manual

1. 44 Creating an Asset Group 45 Chapter 6 Administering Models 47 Manufacturer Device Model 48 Other Models sis cist dye ka a NG a NGA 50 Editing and Managing Your Model 51 Chapter7 Administering Activity Logging 53 Activity Logging Concept 54 Activity Logging Tab Interface 57 Searching for Activity Logging Records 60 Chapter 8 Billing Module 61 Billing Concept coco oa ne Pam A fe 62 Managing Your Invoices 64 Appendices aata aaa de ga rom ANG AN a aa 67 EIO0000000876 05 2012 3 Appendix A Appendix se arate Dia utes AN ad 69 OptiM2M User Profiles and Rights 70 Configure Your Offers 75 Billing Configuration 77 Glossary un a ee rene nee a 83 EIO0000000876 05 2012 Safety Information Important Information NOTICE Read these instructions carefully and look at the equipment to become familiar with the device before trying to install operate or maintain it The following special messages may appear throughout this documentation or on the equipment to warn of potential haza
2. 18 EIO0000000876 05 2012 Administering Companies Managing Companies Overview The following content describes how to create a company how to edit and delete existing companies NOTE Only users with the appropriate profile and rights create edit or delete a company Creating a Company The following procedure describes how to create company Step Action 1 In the Company Creation tab select the parent company 2 Click New The following window displays Details Profiles Advanced Company Name Schneider Electric Child Companies Parent Company Schneider Electric Parent Company External Id UUID Email 1 Email 2 Email 3 Email 4 Email 5 Address Portal CSS URL Login CSS URL Save Jl Delete Jl Cancel J The Parent Company field is already populated with the name of the company selected before opening the window EIO0000000876 05 2012 19 Administering Companies Step Action 3 Enter the company name in the Company Name field NOTE Only this parameter is mandatory in this parameters group All other parameters are optional Enter a company identifier in the External Id field if you require mapping your company name with the name of the company in other systems Enter as many email addresses as required in Email 1 to Email 5 fields Emails are used as notification email addresses when a d
3. Operating system Web browser Windows Internet Explorer 1E8 Firefox 3 6 Macintosh OS X Firefox 3 6 Linux Firefox 3 6 Some graphical displays also require Flash Player version 10 or later to be installed Update your current Flash Player before trying to access the OptiM2M Portal EIO0000000876 05 2012 Logging Login Procedure This procedure explains how to log in to the OptiM2M Portal Step Action 1 Open a certified web browser 2 Enter the following URL https optim2m schneider electric m2mop net The portal Login page displays Login Forgot Your Password Submit In the Username field enter your username In the Password field enter your user password NOTE The password is case sensitive 10 EIO0000000876 05 2012 Logging Step Action 5 Click Submit On first connection a Change user settings window opens asking you to change the initial password created for you by the Schneider Electric team Change user settings Change Password Change time zone Login Old password New password New password confirmation Change Close 6 Enter all required information in the Change Password tab Old password New password Confirm the password in the New password confirmation field If needed change the time zone settings in the Change time zone tab Click Change A pop up message displays indi
4. When setting an On Demand monitoring setting of Get type Monitoring Configure command EIO0000000876 05 2012 55 Administering Activity Logging Activity Record Module of Origin Tab of Origin Command of Origin Group Created Group Deleted Group Updated administration device groups asset groups When creating a device or asset group New command When deleting a device or asset group Delete command When updating a device or asset group In the Group Edition Save command Login Logout When logging in to the OptiM2M Portal When logging out off the OptiM2M Portal Profile Assignment device management devices When assigning a profile Job Created to the device Assign Settings command User Created administration users When creating a user User Deleted User Updated New command When deleting a user Delete command When updating a user In the User Edition Update command 56 EIO0000000876 05 2012 Administering Activity Logging Activity Logging Tab Interface Activity Logging Tab Left Pane Clicking the ACTIVITY LOGGING tab opens a search form ACTIVITY LOGGING User Company Select v Action AT Command Job created 0 Assign Configuration Job cr Command Job created Company created PAA bdo ml y Description From Date E Time 00 Ej 00 Ej To Date 0 la
5. Company Name of the company the user is associated with Profile User profile Available profiles depend on the company User Profiles parameter which is set when creating a company Time Zone Time zone of the workplace a user is operating from This parameter is used to display the date and time of the time zone of the user 26 EIO0000000876 05 2012 Administering Users The table describes all optional user parameters Parameter Description First Name First name of the user Last Name Last name of the user Code Allow to display a customer identification number NOTE This code is not used in the portal Description User description position location etc Language Preferred language of the user for the OptiM2M Portal NOTE Available languages are French and English The default language depends on your OS and web browser language settings Device Group and Asset Group Allows the user to be a group manager and modify these groups if necessary NOTE If left not set the user is not a group manager and cannot receive the associated alerts EIO0000000876 05 2012 27 Administering Users Users Tab Interface Users Tab Left Pane Click the USERS tab to open the search window The figure shows the USERS search window Login Company Schneider Electric Parer vw Profile Name OptiM2M Expert v Search Reset This form allows the user to searc
6. Description Company Name Schneider Electric Child Companies Parent Group Path 7 Clear Choose Group Manager Available Selected ee Ls gt gt les SMS Provider Selecta sms provider v Save Delete Jl Cancel Refer to the table for a list of the command buttons Button Description Save Saves the current setting as the setting of the selected device group Cancel Cancels all changes in the setting performed since the last save Delete Deletes the selected device group 38 EIO0000000876 05 2012 Administering Device Groups Managing Device Groups Creating a Device Group Step Action 1 In the left pane click the DEVICE GROUPS tab The tab opens on a tree structure displaying companies administered by the user By expanding each company automatically created DEVICE GROUPS display DEVICE GROUPS Hierarchical browser v y a fall Schneider Electric Parent Company tay Lyon ag Schneider Electric Child Companies 5 Schneider Electric New NOTE Only companies visible by the user are displayed in the DEVICE GROUPS tab Visible companies depend on the user profile and company Ifyou select a company the main pane becomes active and displays the device group details including e the name of the company automatically associated when creating the company Company Name field e the user associated with the device group when creating the user
7. Billing Company Edition Once created specific billing fields for the billing companies cannot be edited further The following table describes the fields of the Billing tab Field Description Billing Engine Specify the billing engine used for Schneider Electric internal use only Billing Company The check box must be checked Billing Level The level of the billable companies is always 1 NOTE A level 1 means billable companies are direct children of the billing company Creating and Editing a Billable Company Billable company creation editing and deletion are managed from the Company tab in the Administration module as for any other company This section describes how to create and edit a billable company A billable company creation is managed by Schneider Electric Billable Company Creation To create a billable company create a company in the correct level defined in the parent billing company The following procedure shows how to create a billing company Step Action 1 Create a company see page 19 2 Click the Invoicing tab 78 EIO0000000876 05 2012 Appendix Step Action 3 Define at least the Billing currency Billing period and Country Details Profiles Invoicing Billing Offers Advanced gt Billing currency EUR Billing period Quaterly Terms 30 days Minimum bill amount Invoice to Vendor CSEM SystemArchitect
8. EIO0000000876 05 2012 Administering Users Step Action In the Password and the Confirm Password fields type the mandatory user password NOTE Change the password initially set for a user on first connection see OptiM2M Portal Operation Module Device Management User Manual In the Code field type a code if necessary NOTE The portal does not use the codes It allows only the user to specify a customer identification number In the Email field type an email address In the Phone Number field type a phone number in international format Result A Number in international format displays the Phone Number field NOTE The email and phone number details are used for notifying by email or SMS the user of events triggered by devices assets belonging to the device asset groups specified for the user as well as for retrieving forgotten passwords Select the Email and or SMS check boxes if you require to send notifications to the user by email and or SMS In the Company list select a company name Result The Device Group field and Asset Group field become active NOTE These fields allow you to limit the user access to specific device and asset groups of the selected company Select a device and or asset group or leave blank to allow a user to access any of the device and asset groups of the selected company 10 In the Profile list select a profile name NOTE Only profiles associated w
9. Billing Module Managing Your Invoices Introduction The invoices are generated at the end of the billing period after a period of three days The invoice process of generation can be adapted for each billing company Invoice Format All the invoices contain the same information An invoice contains the following sections the billing address of the billable company the bank reference of the billable company the date and the billing period the invoice number This number is increased for each billing company the currency the summary of the consumed references the terms of payment and the legal terms the brand address e the fleet consumption e the machine consumptions 64 EIO0000000876 05 2012 Billing Module Invoice Access The invoices will be sent to each customer by Schneider Electric local Schneider Schneider Electric France INVOICE Page 4 Soci t par actions simplifi e au capital de 370 000 000 du 01 January 2012 res Nanterre 424 106 709 code APE 2712 Z Siret 421 106 709 006 68 N ident TVA FR 93 421 106 709 Si ge social 35 rue Joseph Monier F 92500 Rueil Malmaison Billing Period Billing Address From 01 October 2011 Technical_BDI To 31 December 2011 France Account Number Qty Description Amount SERM2MSUB 4 device s 67 SERM2MGEO1 12 SERM2MSMS 16 SERM2MCONF TOTAL AMOUNT HT The interest rate for late payment penalties is equal to the interest rate appli
10. Log id User Company Action Date Description 14212234 evcs_ope Schneider Electri Login 04 03 12 09 15 14212230 eves_admin Schneider Electri Login 04 03 12 09 02 14212224 evcs_ope Schneider Electri Logout 04 03 12 08 57 14212219 EfTecpub Schneider Electri Login 04 03 12 08 51 14212028 save_ope SAVE Login 04 03 12 08 18 14212027 save_ope SAVE Login 04 03 12 08 17 14199536 optim2mSuppor SchneiderOptiM Logout 04 02 12 23 04 14199535 optim2mSupport SchneiderOptiM2 Login 04 02 12 23 03 14199534 optim2mSuppor SchneiderOptiMZ Logout 04 02 12 22 50 14198989 optim2mSupporl SchneiderOptiMz Login 04 02 12 20 27 14197746 evcs_ope Schneider Electri Command Job c 04 02 12 19 11 14197745 evcs_ope Schneider Electri Login 04 02 12 19 09 13 24 8575 NOTE The displayed actions depend on the profile and settings of the logged in user The Activity Logging Administration pane also includes a Refresh button to refresh the display and a navigation bar to access the different pages Use e lt and gt arrows to display the previous or following activity records pages e lt lt and gt gt arrows to display the first or last activity records pages EIO0000000876 05 2012 59 Administering Activity Logging Searching for Activity Logging Records If necessary an activity logging record is searched for directly from the ACTIVITY LOGGING tab using the search form and Search button NOTE If no search criterion is set all activity logging r
11. The following procedure describes how to import a model Step Action 1 In the left pane click MODELS tab Result A search form displays and the Model Administration pane is displayed in the main pane Asset Model Manufacturer Device Model Customer Device Model Refresh Name ATB AirLink Gateway Model RI AirLink FSU004 2 3 4 5 6 1 12 61 Delete Import Export NOTE Three tabs are displayed Asset Model Manufacturer Device Model and Customer Device Model Each tab lists all models imported in the portal In the main pane click Import Result A file browser displays Browse to the folder where the model is stored Select the model Click OK Result The asset model displays in the table To import manufacturer or customer device model in the main pane click the Manufacturer Device Model tab or the Customer Device Model tab respectively Repeat the procedure from step 2 to step 5 EIO0000000876 05 2012 51 Administering Models Editing the Visibility By default the root company models are visible for all the children companies The user hides the models for each company in the Company sub tree The following procedure describes how to edit the visibility of a model Step Action 1 In the left pane click MODELS tab Result A search form displays and the Model Administration pane is displayed in the main pane Asset Model
12. Time 00 00 Search Reset EIO0000000876 05 2012 57 Administering Activity Logging This search form allows the user to search for an activity record based on a number of search criteria User Company Action Description From To activity record time The user searches using one or several of the search criteria The Search and Reset buttons allow the user to start the search see page 60 or clear the form fields respectively Activity Logging Tab Main Pane When the ACTIVITY LOGGING tab is selected the Activity Logging Administration pane is displayed in the main pane NOTE The user views only available activity records depending on their user profile The table describes the information displayed in the main pane Column Name Description Log id Activity record identifier User User who has performed the action Company Name of the company associated with the user Action Activity record type see page 55 Date Action date and time Description Additional action specific information For example if a Device updated action is logged the Description column id indicates the device unique ID If a User updated action is logged the user name displays in the column 58 EIO0000000876 05 2012 Administering Activity Logging The figure shows a view of the Activity Logging Administration pane User Activity Logging Device Activity Logging Refresh
13. 89 Glossary RX SIM SMA SMS SNR SPI SPK SPL SRAM TDMA receive S subscriber identification module subminiature version A RF connector short message service signal to noise ratio serial peripheral interface speaker sound pressure level static RAM T time division multiple access 90 EIO0000000876 05 2012 Glossary TPC IP TU TUHigh TX UTC VSWR transmission control protocol Internet protocol typical urban fading profile typical urban high speed fading profile transmit typical U universal time clock V voltage stationary wave ratio EIO0000000876 05 2012 91 Glossary 92 EIO0000000876 05 2012
14. Group Manager field Select the parent device group in the left pane EIO0000000876 05 2012 39 Administering Device Groups Step Action 3 Click New The Device Group Creation window displays Description Company Schneider Electric Parent Company y Parent Group Path Clear Choose Group Manager Available Selected SMS Provider Select a sms provider The Company and Parent Group Path fields are already populated with the name of the previously selected device group and associated company 4 Enter a Device Group Name NOTE Only the Company and Device Group Name parameters are mandatory when creating a device group 5 Click Create The device group is now created 6 Repeat the previous procedure to create a new device group The device groups created display in the left pane 40 EIO0000000876 05 2012 Administering Device Groups Editing a Device Group Once created device groups is edited in the device group path To edit a device group e Inthe device group tree select the group to modify e Change any required values e Click Save see page 38 The following information is modified in this panel Tab Field Description Device Group Name The name displayed in the application Description A description for your own use The portal shows the description for display purposes only Company Name The company to which the
15. Manufacturer Device Model Customer Device Model Refresh Name O ate Vj AirLink Gateway Model U Airlink FsU004 2 3 4 5 6 112561 Delete promis samot NOTE Three tabs are displayed Asset Model Manufacturer Device Model and Customer Device Model Each tab lists all models imported in the portal In the main pane click the model name Result The Edit Visibility of FieldtestMachine window displays Edit visibility of FieldtestMachine Lyon3 from customer Schneider Electric Parent Company S SchneiderOptiM2M3 BU Industry S Schneider Electric Parent Company amp Schneider Electric Child Companies Browse the tree and select the company which requires to be modified To hide the model click Hide To make the model available for this company click Show Click Save 52 EIO0000000876 05 2012 Administering Activity Logging What Is in This Chapter This chapter contains the following topics Topic Page Activity Logging Concept 54 Activity Logging Tab Interface 57 Searching for Activity Logging Records 60 EIO0000000876 05 2012 53 Administering Activity Logging Activity Logging Concept Concept Overview An activity logging is a chronological sequence of activity records which shows user access and operations performed on the OptiM2M Portal during a given period Activity records are displayed as a table in the main pane when the ACT
16. registration If this option is added to the model devices are created only if the device identifier is unknown to the system There are three possible device identifiers IMEI Serial number and MAC Address EIO0000000876 05 2012 49 Administering Models Other Models Customer Device Model Asset Model Acustomer device model defines the extension capabilities of a manufacturer model according to customer requirements It is directly linked to a manufacturer model It inherits all of its characteristics and refines them either by extending or overriding The customer device model usually belongs to a specific company and its children An asset model represents a class of assets with common characteristics It includes a description of application capabilities for this class of assets Application capabilities include e data models e event models e command models They are described in the same manner as in the customer models 50 EIO0000000876 05 2012 Administering Models Editing and Managing Your Model Editing Your Model Models are created edited and then deployed on the OptiM2M Portal using OptiM2M Portal configuration tools see OptiM2M Portal Configuration Module User Manual Managing Your Model The MODELS tab allows the user to import export and change the visibility of the models The right menu panel allows the user to display models according to the model name or the owner company
17. the last save EIO0000000876 05 2012 23 Administering Companies Deleting a Company If necessary a company is directly deleted using the Delete button of the Company Edition pane after it has been selected in the Companies tab left pane Step Action 1 Select the company to delete in the left pane COMPANIES A Schneider Electric Parent Company a a Schneider Electric Child 4 Companies USERS DEVICE GROUPS ASSET GROUPS UPDATE PACKAGES MODELS ACTIVITY LOGGING UNIT STOCK SMART AUTOMATION MACHINE MODELS The main pane is re configured as a Company Edition pane Click Delete in the Company Edition command button of the pane The company is deleted NOTE Before deleting a company check that it does not contain any users device or assets groups You do not remove a company which contains or has users or groups linked to it 24 EIO0000000876 05 2012 Administering Users What Is in This Chapter This chapter contains the following topics Topic Page Creating a User Profile 26 Users Tab Interface 28 Managing Users 30 EIO0000000876 05 2012 25 Administering Users Creating a User Profile Overview User Parameters In the OptiM2M Portal users have to create a user profile which is associated with a company The user selects the profiles when creating a company see page 19 The user profile dictates dep
18. 05 2012 Appendix What Is in This Chapter This chapter contains the following topics Topic Page OptiM2M User Profiles and Rights 70 Configure Your Offers 75 Billing Configuration 77 EIO0000000876 05 2012 69 Appendix OptiM2M User Profiles and Rights Schneider Electric User Profiles Profiles and Rights Suppliers Level 3 and Business Unit PandL Competency Center Provisioning Schneider Factory OptiM2M Schneider Schneider Operator Electric M2M Manager Offer Electric Electric Administrator Manager Fleet Expert Manager General Access Company access R R R R R R Asset and asset group R R R access Device and device group R R R R R R access Administration Application Company CRUD CRUD CRUD User CRUD CRUD CRUD Device group CRUD RUD CRUD Asset group CRUD RUD CRUD Profiles Update package R Dis a card Download Manufacturer device model R RD u RD Customer device model R RD RD Asset model RD RD VIP model CRUD CRUD CRUD CRUD Activity logging users R R Activity logging devices R R Unit stock R R Unit stock imports C C Unit stock exports Subscriber management configuration Except asset ID CRUD Create Read Update and Delete 70 EIO0000000876 05 2012 A
19. DE Customerld No Is inactive For internal use only SMS Provider No When set all SMS sent either to devices for commanding them or to users for notification are sent through the selected SMS provider If left not set no SMS is sent NOTE SMS providers are also set at device level For example to take advantage of price advantages depending on where the device is geographically installed Disclaimer No Disclaimer displayed on first login of a user Users are forced to accept it or not depending on whether the corresponding checkbox Force users to accept this new disclaimer is checked or not When the checkbox is checked it is saved in the database This disclaimer is used for all the sub companies The disclaimer is in HTML Contact us email No Default email address is used when clicking the contact US web link located at the bottom of the interface Corporate logo URL No URL of the company logo inserts in the lower left corner of the OptiM2M Portal RSA Authentication No Is inactive For internal use only EIO0000000876 05 2012 Administering Companies Companies Tab Interface Overview The following content describes the following graphical elements of the companies e COMPANIES tab left pane e Company Edition main pane Companies Tab Left Pane When clicked the COMPANIES tab opens on your tree structure companies COMPANIES A Schn
20. EIO0000000876 01 OptiM2M Portal Administration Module User Manual 05 2012 www schneider electric com Schneider Electric The information provided in this documentation contains general descriptions and or technical characteristics of the performance of the products contained herein This documentation is not intended as a substitute for and is not to be used for determining suitability or reliability of these products for specific user applications It is the duty of any such user or integrator to perform the appropriate and complete risk analysis evaluation and testing of the products with respect to the relevant specific application or use thereof Neither Schneider Electric nor any of its affiliates or subsidiaries shall be responsible or liable for misuse of the information that is contained herein If you have any suggestions for improvements or amendments or have found errors in this publication please notify us No part of this document may be reproduced in any form or by any means electronic or mechanical including photocopying without express written permission of Schneider Electric All pertinent state regional and local safety regulations must be observed when installing and using this product For reasons of safety and to help ensure compliance with documented system data only the manufacturer should perform repairs to components When devices are used for applications with technical safety requirements the r
21. FR FTA GCF GND GPIO GPRS GSM HR series of connectors micro FIT full rate full type approval G global certification forum protective ground general purpose input output general packet radio service global system for mobile communications H half rate 86 EIO0000000876 05 2012 Glossary I input 1 0 input output IEC international electrical commission IMEI international mobile equipment identification L LED light emitting diode Little endian low order byte of the number is stored in memory at the lowest address and the high order byte at the highest address M MAX maximum ME mobile equipment MIC microphone EIO0000000876 05 2012 87 Glossary MICRO FIT MIN MNP MO MS MT NOM Pa PBCCH family of connectors from Molex minimum Microcom networking protocol mobile originated mobile station mobile terminated N nominal O output pascal for speaker sound pressure measurements packet broadcast control channel 88 EIO0000000876 05 2012 Glossary PC PCL PDP PIN PLMN PUK RF RFI RI RMS RTS personal computer power control level packet data protocol personal identity number public land mobile network personal unblocking key R radio frequency radio frequency interference ring indicator root mean square request to send EIO0000000876 05 2012
22. IVITY LOGGING tab is selected 54 EIO0000000876 05 2012 Administering Activity Logging Audio Record Types The table describes all types of activity records generated by the OptiM2M Portal Activity Record Module of Origin Tab of Origin Command of Origin Assign Configuration Job Created device management Command Job Created Data Writing Job Created device management asset management Device Upgrade Job Created Device Activated Device Created Device Deactivated Device marked as Deleted Device marked as device management Undeleted Device subscriber Unsubscribed management Device Updated Get Configuration Job Created device management devices When configuring a monitoring setting Assign Settings button or Monitoring Configure command When sending a command Command button When sending a data writing command In the Data Writing tab Command button When upgrading a device Upgrade button When activating a device In the Device Edit window State box When creating a device New Device button When deactivating a device In the Device Edit window State box When deleting a device Delete button When undeleting a device Undelete button When unsubscribing a device In the Device Edit window State box When updating a device Upgrade button
23. address of the Contact us link 18 Enter a URL in the Corporate logo URL field to insert a logo in the lower left corner of the OptiM2M Operating Portal 19 Click Create The newly created child company displays in the Companies tab as a child of the defined parent company NOTE When a company is created device groups and asset groups with the same name are automatically created They display in the Device Groups and Asset Groups accordion tabs of the administration module 22 EIO0000000876 05 2012 Administering Companies Editing a Company Once a company has been created you edit its parameters directly in the Company Edition pane displayed when selecting the company edits in the Companies tab left pane Step Action 1 Select the company edits in the left pane Y A Schneider Electric Parent Company a a Schneider Electric Child 4 Companies USERS DEVICE GROUPS ASSET GROUPS UPDATE PACKAGES MODELS ACTIVITY LOGGING UNIT STOCK SMART AUTOMATION MACHINE MODELS The main pane is re configured as a Company Edition pane allowing you to access all company related information Edit all required parameters in the Company Detail Profiles or Advanced tabs of the pane Click Save in the Company Edition button bar of the pane The company is saved with new settings NOTE Click Cancel to cancel all changes applied to existing parameters or all new settings entered since
24. anager Subscription Management Application Subaccount CRUD Units u CRUD RU suspension activation destruction retired threshold threshold alarms alarms Operations CRUD Thresholds CRUD Alarms CRUD Imports CRUD z Billing Management Application Report CRUD CRUD R Invoice CRUD CRUD Asset Management Dashboard Asset management CRUD CRUD CRUD dashboard Registration Ul Application Registration Ul access OK OK Except asset ID CRUD Create Read Update and Delete 72 EIO0000000876 05 2012 Appendix Customer User Profiles Profiles and Rights OEM Customer Administrator Operator Administrator User General Access Company access R R R R Asset and asset group access R R R R Device and device group access R R Administration Application Company CRUD User CRUD CRUD Device group CRUD Asset group CRUD 7 Profiles Update package Manufacturer device model R Customer device model R Asset model R VIP model CRUD Activity logging users R Activity logging devices R Unit stock Unit stock imports Unit stock exports Subscriber management configuration Billing management billing offers Billing mana
25. cating that the password and if applicable time zone settings have been successfully changed NOTE These settings are also changed from the OptiM2M Portal dashboard by clicking the Change user settings button in the User Settings zone of the portal 10 Click OK 11 In the Change user settings window click Close The OptiM2M Portal opens on the portal dashboard For reasons of security regarding your installation change the default password immediately upon first login EIO0000000876 05 2012 11 Logging WARNING UNAUTHORIZED DATA ACCESS e Immediately change the default password to a new secure password e Do not distribute the password to unauthorized or otherwise unqualified personnel e Disable the portal to prevent any unwanted or unauthorized access to data in your application Failure to follow these instructions can result in death serious injury or equipment damage NOTE A secure password is one that has not been shared or distributed to any unauthorized personnel and does not contain any personal or otherwise obvious information Further a mix of upper and lower case letters numbers and special characters offer the greatest security possible Choose a password length of at least 7 characters EIO0000000876 05 2012 Administering Companies Overview This chapter describes the Companies tab of the OptiM2M Portal administration module It introduces the functionali
26. d as a tree structure in the left pane of the COMPAGNIES tab This details the companies their profiles and advanced settings displayed in the main pane Company Parameters Company parameters are divided in to four main families e Details e Profiles e Invoicing e Advanced All of these parameters are set in the Company Creation window when creating a company see page 19 or directly in the main pane configured as a Company Edition pane when editing an existing company see page 23 The following contents describe each of the parameter families 14 EIO0000000876 05 2012 Administering Companies Company Details The table describes all mandatory and optional company details parameters Parameter Mandatory Description Company Name Yes Name of the company as displayed in the left pane and other areas of the GUI drop down menus etc Two companies with the same level and the same parent company do not have the same name Parent Company No Applies only to child companies Name of the parent company of the company External Id No Identifier of the company in other systems Enables the mapping between the company in the OptiM2M Portal and the same company as identified in other systems Email 1 to Email 5 No Email addresses for notifying users of alerts These emails are used when no group manager is defined for all the groups containing the device NOTE The unit ale
27. define communication protocols The MODELS tab allows the user to import export delete and search for models The OptiM2M Portal uses three types of models e Asset Model e Manufacturer Device Model e Customer Device Model These models allow the user to customize the platform behavior according to the devices used and customer requirements What Is in This Chapter This chapter contains the following topics Topic Page Manufacturer Device Model 48 Other Models 50 Editing and Managing Your Model 51 E100000000876 05 2012 47 Administering Models Manufacturer Device Model Overview A manufacturer device model represents a class of devices with common character istics It includes a description of communication and application capabilities for this class of devices It is used across several companies and not just by child companies of the manufacturer Schneider Electric defines the manufacturer device models to allow the use of a device class offering Communication Capabilities Communication chains A communication chain describes how data is transferred between the device and the server It contains the protocol used AWT DA OMA DM and MSCI the transport SMS HTTP the message serialization properties and the security properties Communication services A communication service is defined for each kind of message data event command settings software firmware upgrade configura
28. device group belongs Parent Group Path Defines the parent device group in the same company Group Manager In the available group managers the users who are allowed to monitor the device group are displayed and defined in the user edition dialog box You select the group manager by moving it to the list on the right SMS Provider Selects the SMS provider for the SMS alert sent to the group manager selected EIO0000000876 05 2012 41 Administering Device Groups 42 EIO0000000876 05 2012 Administering Asset Groups What Is in This Chapter This chapter contains the following topics Topic Page Asset Group Concept 44 Creating an Asset Group 45 EIO0000000876 05 2012 Administering Asset Groups Asset Group Concept Overview In the OptiM2M Portal an asset group is always associated with a company The asset groups allow the user to organize assets into several groups A user manages each asset group who has the appropriate rights 44 EIO0000000876 05 2012 Administering Asset Groups Creating an Asset Group The following procedure describes how to create an asset group Step Action 1 In the left pane click the ASSET GROUPS tab Result A tree structure displaying companies administered by the user opens Hierarchical browser T A Schneider Electric Parent Company YES Demonstrator fll Schneider Electric Child Companies NOTE On
29. e company profile To do so select the required profiles in the list and then click gt to transfer it to the Selected list NOTE Group your selection by keeping the Shift key pressed while selecting the required profiles and then click gt 11 Select the Advanced tab The window is re configured Details Profiles Advanced Description JDE Customerld BAN City group SMS Provider Select a sms provider v Disclaimer Add L Force the users to accept this new disclaimer Contact us email Corporate logo url RSA Authentication Maximum number of devices Trial Account expiry date 5 Clear expiry date Save Jl Delete Jl Cancel J All of the information contained in the Advanced tab is optional 12 Describe your company in the Description tab EIO0000000876 05 2012 21 Administering Companies Step Action 13 Select the SMS provider HSL_SMCS in the SMS Provider drop down menu NOTE If no SMS provider is selected in the SMS Provider drop down menu no SMS are sent to devices 14 Click Add next to Disclaimer to create a disclaimer The following window displays Lok j Cancel This disclaimer is displayed on the first connection of all users associated with the company selected 15 Edit the disclaimer 16 Click OK 17 Enter an email address in the Contact us email field to change the default email
30. e offer related to device dit x Initialization Standard Bearers dep Billing Billing Associate a billing policy with the device Billing offer Offre2 Za Offer description Name Group Description Finish Cancel 4 Click Finish EIO0000000876 05 2012 81 Appendix 82 EIO0000000876 05 2012 Glossary AC ACM AT BTS CLK CMOS A alternative current accumulated call meter attention prefix for modem commands base transceiver station C clock complementary metal oxide semiconductor EIO0000000876 05 2012 83 Glossary CS CTS dB dBc dBi dBm DC DCD DCE DCS DSR coding scheme clear to send D decibel decibel relative to the carrier power decibel relative to an isotropic radiator decibel relative to one milli watt direct current data carrier detect data communication equipment digital cellular system data set ready 84 EIO0000000876 05 2012 Glossary DTE DTMF DTR E GSM EEPROM EFR EMC EMI ESD ETSI data terminal equipment dual tone multi frequency data terminal ready E extended GSM electrically erasable programmable read only memory enhanced full rate electromagnetic compatibility electromagnetic interference electrostatic discharges European telecommunications standards institute EIO0000000876 05 2012 85 Glossary FIT
31. ecords are displayed The user can set one or several search criteria before starting the search The following procedure describes how to search for an activity logging record Step Action 1 Set as many search criteria as required NOTE One or several actions are selected in the Action list by keeping either the Ctrl or Shift key pressed 2 Click Search to start the search or click Reset to clear the search criteria Result Search results are displayed in the Activity Logging Administration table in the main pane 60 EIO0000000876 05 2012 Billing Module Overview This chapter explains the concepts to understand the billing organization and how the billing processes to produce invoices What Is in This Chapter This chapter contains the following topics Topic Page Billing Concept 62 Managing Your Invoices 64 E100000000876 05 2012 61 Billing Module Billing Concept Billing Overview This section presents the billing concepts and definitions to understand the billing features in the OptiM2M Portal The billing consists of charging the usage of assets and devices on the OptiM2M Portal and generating invoices for any billable company from a billing company A billing company is a company which sells services to their customers A billable company is a company which pays the services to its supplier A billable company has one option available to link with
32. ed by the European Central Bank to its most recent refinancing operation increased by seven percent as determined in France according to the article 5311 of the French NRE Act n 2001 420 of May 15 2011 No deduction for early payment The order shall be executed in accordance with our Terms and Conditions of Sale REGLEMENT 30 Days date of invoice THE 31 January 2012 Bank 16Agency ACCOUNT NB Account CODESWIFT SWIFT 16 IBAN NO IBAN_key EIO0000000876 05 2012 65 Billing Module Schneider amp Electric Schneider Electric France INVOICE Page 2 Soci t par actions simplifi e au capital de 370 000 000 du 01 January 2012 rcs Nanterre 424 106 709 code APE 2712 Z Siret 421 106 709 006 68 N ident TVA FR 93 421 106 709 Si ge social 35 rue Joseph Monier F 92500 Rueil Malmaison DETAILS Amount Qty Description DEVICE IMEI 359913020000403 activation date 18 10 2011 SERM2MSUB 10 SERM2MCONF 34 SERM2MGEO1 2 SERM2MSMS SUB TOTAL HT DEVICE IMEI 359913020000486 activation date 17 11 2011 SERM2MSUB 1 SERM2MCONF 1 SERM2MSMS SUB TOTAL HT DEVICE IMEI 359913020000213 activation date 12 12 2011 SERM2MSUB 4 SERM2MCONF 33 SERM2MGEO1 9 SERM2MSMS SUB TOTAL HT DEVICE IMEI 359913020000270 activation date 16 12 2011 SERM2MSUB 1 SERM2MCONF SUB TOTAL HT 66 EIO0000000876 05 2012 Appendices EIO0000000876 05 2012 67 68 EIO0000000876
33. eider Electric Parent Company Schneider Electric Child o Ld Companies USERS DEVICE GROUPS ASSET GROUPS UPDATE PACKAGES MODELS ACTIVITY LOGGING UNIT STOCK SMART AUTOMATION MACHINE MODELS NOTE Users associated with a given company are given access to this and its child companies To create company click New EIO0000000876 05 2012 17 Administering Companies Companies Main Pane When a company is selected in the left pane of the COMPANIES tab the main pane displays a Company Edition pane including all information related to the selected company Company information is divided in to four tabs each corresponding to a parameters group e Details see page 15 e Profiles see page 15 e Invoicing see page 78 e Advanced see page 16 Details Profiles Invoicing Advanced Company Name Parent Company BU Industry External Id UUID Email 1 Email 2 Email 3 Email 4 Email 5 Address Portal CSS URL Login CSS URL Save Jl Delete J Cancel CE A nnd NOTE No Profiles information displays for parent companies Only child profile information for companies is populated Refer to the table for the list of command buttons Button Description Save Saves the current setting as a setting of the selected company Cancel Cancels all changes of the settings performed since the last save Delete Deletes the selected company
34. elevant instructions must be followed Failure to use Schneider Electric software or approved software with our hardware products may result in injury harm or improper operating results Failure to observe this information can result in injury or equipment damage 2012 Schneider Electric All rights reserved EIO0000000876 05 2012 Table of Contents Safety Information 5 About the Book 7 Chapter 1 Logging vs 4 424 een 9 Login to the OptiM2M Portal 9 Chapter 2 Administering Companies 13 Companies Functionality 14 Companies Tab Interface 17 Managing Companies 19 Chapter 3 Administering Users 25 Creating a User Profile 26 Users Tab Interface 28 Managing Users 30 Chapter 4 Administering Device Groups 35 Device Group Concept 36 DEVICE GROUPS Tab Interface 37 Managing Device Groups 39 Chapter 5 Administering Asset Groups 43 Asset Group Concept
35. en setting up a device group In the OptiM2M Portal a device group is always associated with a company It allows the organization of the device to function in several groups in the same manner as you organize your files in directories If the user is allowed to manage the group the user manages each device group 36 EIO0000000876 05 2012 Administering Device Groups DEVICE GROUPS Tab Interface Overview The following content describes the graphical elements of the device group e DEVICE GROUPS tab left pane e Device Group Edition main pane Device Group Tab Left Pane When clicked the DEVICE GROUPS tab opens on a tree structure DEVICE GROUPS Hierarchical browser v u d Schneider Electric Parent Company Gey kyon a a Schneider Electric Child 2 Companies 5 Schneider Electric New Refer to the Device Management Module see OptiM2M Portal Operation Module Device Management User Manual for a full description of the three browsers It also includes a New button for creating a device group EIO0000000876 05 2012 37 Administering Device Groups Device Group Main Pane When a device group is selected in the left pane of the DEVICE GROUPS tab the main pane displays a Device Group Edition window including all information related to the selected device group Refer to Creating a device group see page 39 for more information about the device group Device Group Name Schneider Electric
36. ending on user rights which actions are performed on companies devices assets etc The first user account created is always associated with a company profile with administrator rights which allows to create users at the first connection to the OptiM2M Portal Users are displayed as a table in the main pane when selecting the Users tab NOTE Company and profile also serve as search criteria when searching for a user see page 34 from the left pane of the Users tab Users are defined through a given set of mandatory and optional user parameters These parameters are set either in the User Creation or User Edition window when creating a user see page 30 or editing an existing one see page 32 These user parameters are presented in the following tables The table describes all mandatory user parameters Parameter Description Login User name as defined in the Username field of the login page This Login is unique Password User password as defined in the Password field of the login page NOTE e f forgotten email retrieves the password depending on the Email parameter set for the user e The password is changed on first connection Email User email address This parameter is required to recover forgotten passwords and to receive alerts by email Phone Number User phone number in international format CC PN where CC is the country code and PN the phone number This parameter is used to receive alerts by SMS
37. er Concepts To use the OptiM2M it is necessary to subscribe to the OptiM2M subscription This subscription associated to a commercial offer consists of several references Each reference is related e to a service type basic subscription data pack SMS pack etc e to a price price negotiated between the customer and the Schneider Electric local Reference Description SERM2MSUB basic subscription 2500 data term SERM2MGE01 additional capacity data pack 2500 data month SERM2MSM SMS pack 10 SMS SERM2MFWUP updated firmware or software SERM2MCONF modem configuration download the machine model from OptiM2M Portal to device The billing engine generates an invoice from of device consumptions and of the business offer Example One component of equipment where the consumption is 2300 variables and 16 SMS per month The customer invoice where the billing period quarterly is e three references SERM2MSUB basic subscription with one data pack e six references SERM2MSM SMS pack 10 SMS E100000000876 05 2012 75 Appendix Offer Definition This section describes the process to define a new offer and details the information to supply to Schneider Electric After having filled in the offer form with the customer Schneider Electric local activates the process allowing recording and validating the new offer to the OptiM2M Portal Process name process of creating a business offer T
38. evice triggers an event an asset or a subscriber These emails are used when e the device asset triggering the event belongs to a device asset group associated with this company e no group manager is defined for this device asset group Enter the company address in the Address field if necessary Select the Profiles tab The window is re configured Details Profiles Advanced Profile AirYantage v Child Companies Profiles Available Selected Airvantage lt lt User Profiles Available Selected OptiM2M Customer Administratc OptiM2M M2M Administrator OptiM2M Customer User gt OptiM2M Expert Ss OptiM2M OEM Admin OptiM2M OEM operator Save y Delete Cancel NOTE Set all of the profile parameters 20 EIO0000000876 05 2012 Administering Companies Step Action Select a profile in the Profiles drop down menu Select the company profile available This field is not used but mandatory In the Child Companies Profiles windows specify which company profiles are inherited by child companies Select AirVantage profile in the Available window and then click gt to transfer it to the Selected window Companies created as a parent company Parent Company parameter inherit only these profiles 10 Using the User Profiles windows specify which user profiles are available for users associated with this company Available user profiles depend on th
39. f necessary from the USERS tab you search directly for a specific user using the search form and Search button The following procedure describes how to search for a user Step Action 1 To login the Company and Profile Name fields type the information required NOTE Not all search criteria will be required If you do not type any criterion all users are displayed To start the search click Search Result The search results are displayed in the User Administration table NOTE If you want to clear the search criteria fields click Reset 34 EIO0000000876 05 2012 Administering Device Groups Overview The DEVICE GROUPS tab allows you to manage your device groups by creating device groups and deleting or editing existing ones It introduces the concept of device groups in the context of the OptiM2M Portal describes the graphical elements of the tab interface and provides you with illustrated step by step procedures for managing creating editing deleting device groups What Is in This Chapter This chapter contains the following topics Topic Page Device Group Concept 36 DEVICE GROUPS Tab Interface 37 Managing Device Groups 39 EIO0000000876 05 2012 35 Administering Device Groups Device Group Concept Overview The following content describes the concept of device groups in the context of the OptiM2M Portal It also lists parameters needed wh
40. gement pools Device Management Application Devices CRUD undelete purge CRUD undelete RU purge Settings OptiM2M Registration OK OK u Commands Data writing OK OK Upgrade OK OK Except asset ID CRUD Create Read Update and Delete EIO0000000876 05 2012 73 Appendix Profiles and Rights OEM Customer Administrator Operator Administrator User Events OK OK Data OK OK Google map OK OK Imports Jobs R Cancel R Cancel Asset Management Application Assets CRUD undelete purge CRUD undelete RU RU R purge Commands Data writing OK OK OK OK Events OK OK R R Data OK OK R R Google map OK OK R R Jobs R Cancel R Cancel R Cancel R Cancel Subscription Management Application Subaccount Units Operations Thresholds Alarms u Imports Billing Management Application Report Invoice u Asset Management Dashboard Asset management dashboard CRUD R R R Registration Ul Application Registration Ul access OK F OK OK Except asset ID CRUD Create Read Update and Delete 74 EIO0000000876 05 2012 Appendix Configure Your Offers Introduction This section describes the OptiM2M s offer structure and the process allowing defining an offer and to create it Off
41. h for another user based on three criteria e Login name e Company name e Profile Name The user selects one or several criteria to search for another user Click Search to start the search see page 34 or click Reset to clear the fields Users Main Pane When the USERS tab is selected the User Administration pane is displayed in the main pane The table describes the information of the main pane Column Name Description Login User login as set when creating the user login parameter Company User company name as set when creating the user Company parameter Profile Name User profile as set when creating the user Profile parameter 28 EIO0000000876 05 2012 Administering Users The figure shows a view of the User Administration pane Refresh User Login Company Profile eDemo Schneider Electri OptiM2M Expert eOptiM2M Schneider Electri OptiM2M Expert EfTecpub Schneider Electri OptiM2M Expert NOTE Displayed users depend on the profile rights of the logged in user A User Edition window is opened by clicking a row The table describes the command buttons available in the User Administration pane Button Description Refresh Refreshes the display New Opens the User Creation window to create user Delete Deletes the selected user User Settings Section The User log in as well as first and last names if set and Time zone of the logged in user are displa
42. ied Vendor Not used Postal Address L1 Postal Address L2 Postal Address L3 This line displays on invoice in the customer address area City The city displays on invoice in the customer address area State The state displays on invoice in the customer address area Postal Code This postal code displays on invoice in the customer address area Country The country displays on invoice in the customer address area Only France USA and Canada are supported Division Number Not used Account Number The account number displays on invoice in the personal area Not generated on invoice Account News Account Comment Not used 80 EIO0000000876 05 2012 Appendix The following table describes the fields of the Billing Offers tab Field Description Assigned Offers company Define the offers available for the devices and assets used by this Subscribed Portal Offer such as API usage Subscribes the offer relative to the usage of the operating portal Editing a Billed Device Billed device editing is managed from the Device tab on Device Management module as for any other device This section describes how to edit a billed device Billed Device Edition The following procedure shows how to create a billed device Step Action 1 Create a device see page 39 2 Click the Billing tab 3 Shows th
43. ith the company as user profiles see page 19 are available 11 In the Description field add information about the user if necessary 12 In the Language list choose a language English or French 13 In the Time Zone lists select an area and a time zone 14 Click Create Result The new user is now created It displays in the table of the User Administration tab EIO0000000876 05 2012 31 Administering Users Editing a User If necessary a user is directly edited by clicking its name in the User Administration table The following procedure describes how to edit a user Step Action 1 In the User Administration table see page 28 click the user name you want to edit Result A User Edition window similar to the User Creation window see page 30 including all user information opens Change all required parameters Click Update Result The user is updated Changing a User Settings If necessary user settings of a logged in user are directly changed using the Change user settings link of the User Settings section see page 29 The following procedure describes how to change user settings Step Action 1 In the User Settings section click Change user settings User EfTecpub Time zone Europe Paris UTC 1 Change user settings Logout Result The Change user settings window displays The Change user settings window al
44. itical control functions are emergency stop and overtravel stop power outage and restart e Provide separate or redundant control paths for critical control functions e Include system control paths communication links Give consideration to the implications of unanticipated transmission delays or failures of the link e Observe all accident prevention regulations and local safety guidelines e Test individually and thoroughly each implementation of this equipment for proper operation before being placed into service Failure to follow these instructions can result in death serious injury or equipment damage 1 For additional information refer to NEMA ICS 1 1 latest edition Safety Guidelines for the Application Installation and Maintenance of Solid State Control and to NEMA ICS 7 1 latest edition Safety Standards for Construction and Guide for Selection Installation and Operation of Adjustable Speed Drive Systems or their equivalent governing your particular location We welcome your comments about this document You can reach us by e mail at techcomm O schneider electric com EIO0000000876 05 2012 Logging Login to the OptiM2M Portal Compatible Software Versions The OptiM2M Portal is accessed through standard Internet connections Before starting check that all appropriate components of software are installed in your IT environment The OptiM2M Portal is accessed using the following browsers
45. k Aq Wwe At a Glance Document Scope This manual describes how to program and operate your OptiM2M Portal NOTE Read and understand this document before installing operating or maintaining your OptiM2M Portal Validity Note This document has been updated with the release of OptiM2M V1 1 Related Documents Title of Documentation Reference Number OptiM2M Portal Configuration Module User Manual EIO0000000874 Eng OptiM2M Portal Operations Module Device Management EIO0000000875 Eng User Manual SR2MOD04 GPRS Modem Hardware Manual EIO0000000873 Eng SR2MOD04 GPRS Modem Instruction Guide S1A84873 You can download these technical publications and other technical information from our website at www schneider electric com EIO0000000876 05 2012 7 Product Related Information User Comments WARNING UNINTENDED EQUIPMENT OPERATION e Only use software approved by Schneider Electric for use with this equipment e Update your application program every time you change the physical hardware configuration Failure to follow these instructions can result in death serious injury or equipment damage WARNING LOSS OF CONTROL e Consider the potential failure modes of control paths and for certain critical control functions by the designer of any control scheme provide a means to achieve a safe state during and after a path failure Examples of cr
46. lows you to change a user password and time zone To change a user password in the Old password field type the old user password Inthe New password and New password confirmation fields type the new password Click Change Result A confirmation message displays Password successfully changed Click OK 32 EIO0000000876 05 2012 Administering Users Step Action To change a user time zone click the Change time zone tab Change Password Change time zone Time zone Europe v Europe Paris v Time zone change will be visible in data in a few seconds Change time zone Close In the Time zone lists select a new area and time zone Click Change time zone Result A confirmation message displays Time zone successfully changed In the Change user settings window click Close Result The user settings are now changed Deleting a User If necessary a selected user is directly deleted using the Delete button of the User Administration pane The following procedure describes how to delete a user Step Action 1 In the User Administration table see page 28 select the user to delete 2 Click Delete Result A confirmation window displays Are you sure you want to delete this item Click Yes Result The user is deleted EIO0000000876 05 2012 33 Administering Users Searching for a User I
47. ly companies visible by the user are e in the ASSET GROUPS tab Visible companies depend on the user profile and company NOTE If you select a company the main pane becomes active and displays the asset group details including e The name of the associated company when creating the company e The user associated with the asset group when creating the user 2 To create a child asset group in the left pane select the parent asset group EIO0000000876 05 2012 45 Administering Asset Groups Step Action 3 Click New Result An Asset Group Creation window opens Asset Group Creation Asset Group Name Description Company Schneider Electric Parent Company vj Parent Group Path 7 Clear Choose Group Manager Available Selected Create Cancel NOTE The Company and the Parent Group Path fields are already completed with the name of the previously selected asset group and associated company 4 In the Asset Group Name type an asset group name NOTE Only the Company and Asset Group Name parameters are mandatory All other parameters are optional 5 Click Create Result The asset group is now created 6 Repeat the previous procedure to create another asset group 46 EIO0000000876 05 2012 Administering Models Introduction Asset and device models define the type of data commands and events a device or asset receives from or sends to the portal Device models also
48. o obtain more information about the process contact your local Schneider Electric center OptiM2M Country Name P amp L name eMail P amp L name Customer name Offer name Currency or ption with 2500 data of 2500 data of 10 SMS Machine model 76 EIO0000000876 05 2012 Appendix Billing Configuration Overview This section describes how to configure the billing e creating the billing companies e creating the billable companies Create billing or billable companies for a root company with the billing feature enabled If this feature is not enabled the related tab is not available Also a company cannot be changed to a billing or billable company NOTE A billing company creation is managed by Schneider Electric Creating and Editing a Billing Company Billing company creation editing and deletion are managed from the Company tab in the Administration module as for any other company This section describes how to create and edit a billing company Billing Company Creation The following procedure shows how to create a billing company Step Action 1 Click the Billing tab Details Profiles Billing Advanced Billing Engine KENAN Billing Company Billing Level 1 Save Delete Cancel 2 Define this company as a billing company by checking the Billing Company check box Define the Billing Level Click Save EIO0000000876 05 2012 77 Appendix
49. ppendix Profiles and Rights Suppliers Level 3 and Business Unit PandL Competency Center Provisioning Schneider Factory OptiM2M Schneider Schneider Operator Electric M2M Manager Offer Electric Electric Administrator Manager Fleet Expert Manager Billing management billing CRUD CRU offers Billing management pools CRUD Device Management Application Devices CRUD undelete CRUD RUD CRUD purge undelete purge Settings OptiM2M registration u OK OK Commands Data writing OK OK OK Upgrade OK OK OK Events OK OK OK Data R OK R Google map R OK R Imports CRUD CRUD CRUD Jobs R R Cancel R Cancel R Cancel Asset Management Application Assets CRUD undelete CRUD CRUD CRUD 4 purge undelete purge Commands Data writing OK OK OK Events R R R Data u R R R Google map u R R R Jobs R Cancel R Cancel R Cancel CRUD Create Read Update and Delete Except asset ID EIO0000000876 05 2012 71 Appendix Profiles and Rights Suppliers Level 3 and Business Unit PandL Competency Center Provisioning Schneider Factory OptiM2M Schneider Schneider Operator Electric M2M Manager Offer Electric Electric Administrator Manager Fleet Expert M
50. rds or to call attention to information that clarifies or simplifies a procedure The addition of this symbol to a Danger safety label indicates that an electrical hazard exists which will result in personal injury if the instructions are not followed personal injury hazards Obey all safety messages that follow this symbol to avoid possible injury or death DANGER DANGER indicates an imminently hazardous situation which if not avoided will result in death or serious injury A WARNING WARNING indicates a potentially hazardous situation which if not avoided can result in death or serious injury N This is the safety alert symbol It is used to alert you to potential EIO0000000876 05 2012 5 PLEASE NOTE A CAUTION CAUTION indicates a potentially hazardous situation which if not avoided can result in minor or moderate injury NOTICE NOTICE is used to address practices not related to physical injury Electrical equipment should be installed operated serviced and maintained only by qualified personnel No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material A qualified person is one who has skills and knowledge related to the construction and operation of electrical equipment and its installation and has received safety training to recognize and avoid the hazards involved EIO0000000876 05 2012 About the Boo
51. rts are directly sent to these email addresses Address No Company address Not used by the portal Portal CSS URL No Customer specific CSS file for customizing the Flash content of the OptiM2M Portal This URL is inherited from the child companies This field must be empty Login CSS URL No Customer specific CSS file for customizing the HTML content of the OptiM2M Portal This URL is inherited from the child companies This field must be empty Company Profiles The table describes all mandatory and optional profile parameters Parameter Mandatory Description Profile Yes Company profile Child Companies Yes Profiles available for child companies of the company Profiles being currently set These profiles are made available as company profile parameters when creating a child company User Profiles Yes User profiles available for all users of the company being currently set These profiles are made available as user profile parameters when creating user for the company see page 30 NOTE Profile parameters apply only to child companies The parent root company created via account creation does not have any such parameters EIO0000000876 05 2012 15 Administering Companies Company Advanced The table describes all optional advanced parameters Parameter Mandatory Description Description No Company description J
52. their devices The billing company needs specific information to manage the billing for one billable company billing address account number etc El Schneider Electric Parent Company a a Schneider Electric Child 4 Companies USERS DEYICE GROUPS ASSET GROUPS UPDATE PACKAGES MODELS ACTIVITY LOGGING UNIT STOCK SMART AUTOMATION MACHINE MODELS Billing company Schneider Electric Parent Company Billable company Schneider Electric Child Companies 62 EIO0000000876 05 2012 Billing Module Billing Process Once a billable company is created all the devices or assets in this company are billed according to their attached offer The user who creates a billed device must move the device in the billable company and associates it with an offer linked with the Schneider Electric subscription This process is automatically managed by the device registration step At the end of the period the computation process is launched and the invoices are available after three days The consumption from all the devices is computed The device billed period begins when the device is registered or activated and put in the billable company until the end of billing period That is if the device is disabled before the end of the billing period the billed period stops at the end of the billing period NOTE The billing companies and billable companies are created by the Schneider Electric teams EIO0000000876 05 2012 63
53. tion It references the communication chain used to activate the device and the one used to send the message Application Capabilities Data model Contains a list of variables defined by a name type ID and a unit Variables are set with read only RO or read write RW permissions Usage examples e define a variable indicating the battery level e define a variable to set the device communication frequency Event model Contains a list of events defined by an ID a name a type anda description Events are associated with the following actions acknowledgement logging triggering an alarm when the event is received Data a simple string or a variable of the current data model is also linked to an event Usage example define an event triggered when the battery level is low Command model Contains a list of commands Each command has an ID anda name It is defined according to a list of parameter names and types Usage example define a command to restart the device Alarm model Allows you to customize alarm messages mapped to events It contains a list of alarm definitions with the alarm type SMS E mail the events ID and the message internationalized content Operating state Represents an applicative state of the device The value of a variable of the current data model setting this state 48 EIO0000000876 05 2012 Administering Models Registration mode Allows the user to add behavior to control the device
54. ty of companies in the context of the OptiM2M Portal describes the graphical elements of the tab interface and provides you with illustrated step by step procedures for managing creating editing deleting companies What Is in This Chapter This chapter contains the following topics Topic Page Companies Functionality 14 Companies Tab Interface 17 Managing Companies 19 E100000000876 05 2012 13 Administering Companies Companies Functionality Overview The following content describes the functionality of companies in the context of the OptiM2M Portal It also lists parameters required when setting up a company Functionality Overview The COMPAGNIES tab of the OptiM2M Portal allows you to break down your organization in to one or several parent and child companies When creating your user account the Schneider Electric team always associates your account with a parent company This parent company then serves as a basis for creating child companies and structuring your organization in levels as a tree structure NOTE Only users with an administrative rights profile can create parent companies Child companies inherit a number of settings for example SMS provider from their parent companies Some other settings common to parent and child companies for example emails take on different values between a child company and its associated parent company The structure of your company is displaye
55. ure Organization Name PEC Postal Address L1 20 avenue des Jeux Olympiques Postal Address L2 Postal Address L3 City Grenoble State Postal Code 38100 L Save Jl Delete Jl Cancel j 4 Click the Billing Offers tab Details Profiles Invoicing Billing Offers Advanced gt Assigned Offers Carrier Any v ee ee Available Selected CSEM Lay u gt gt lt lt Subscribed Portal offer L Select v Save Delete Cancel Select the offers available for this company Click Create EIO0000000876 05 2012 79 Appendix NOTICE UNAUTHORIZED DATA ACCESS Before selecting offers make sure that the chosen company profile and billing period of the company are defined Failure to follow these instructions can result in equipment damage Billable Company Edition Once created billable companies can be edited in the company using the Administration module as for any other company by clicking the Company The right panel contains the tabs to edit the company The following table describes the fields of the Invoicing tab Field Description Billing currency This currency is used to generate the invoice Only the euro US dollar and Canadian dollar are supported This field cannot be modified Organization Name Billing period The period and terms are supported quarterly term 30 days This field cannot be modif
56. yed in a User Settings section on the upper right of the user interface The figure shows a view of the User Settings section y User EfTecpub Time zone Europe Paris UTC 2 Change user settings Logout The table describes the two links included in the User Settings section Link Description Change user Opens the Change user settings window which allows the user to settings e change a user password e change a user time zone For more information see how to change user settings see page 32 Logout Logs off the user and automatically redirects to the login page EIO0000000876 05 2012 29 Administering Users Managing Users Creating a User The following procedure describes how to create a user Step Action 1 In the left pane click the USERS tab In the User Administration pane click New The figure shows the User Creation window Login First Name Last Name Password Confirm Password Code Email Phone Number Enter the number in international format Receive Alerts by L Email sms Company Profile Select a profile Description Language English y Device Group Asset Group In the Login field type the username In the First Name and the Last Name fields type a first name and a last name If set this information displays in the User field of the User Settings section see page 29 30

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