eGuard Portfolio Manager eGuard Overview eGuard Fundamentals Basic concepts and eGuard usage eGuard: Groups Please make sure to read the eGuard Overview before continuing. See other related documents in the eGuard Fundamentals chapter. eGuard has a hierarchical group structure. Devices exist in a top-level group or sub-group of a top-level group. Sub-groups are separated by the parent group with a colon. There is no defined limit for the number of sub-groups that can exist. An eGuard user may have access to multiple top-level groups and sub-groups, if for example they manage devices for multiple companies. From main eGuard Portfolio view The above image, taken from the main eGuard Portfolio view, shows 6 devices. They all exist under the Sunnyvale top-level group. There are 4 devices in two sub-groups: "Main Housing" and "Shared Space 1" are both sub-groups to Sunnyvale. Groups Management Page The Groups Management Page can be found in eGuard at the top tab bar. eGuard Groups Management Page The top page allows you to set a default group to display in the Portfolio view if you have access to multiple groups, or you have multiple sub-groups of devices. Create Group Here you can create sub-groups in any of the groups you administrate. Sub-groups can be created under sub-groups. For example, this would create a sub-group "East" under the "Main Housing" sub-group of Sunnyvale: There would now be a group called Sunnyvale: Main Housing: East Descriptive Example of hierarchy Fruit: PearFruit: Apple: FijiVegetableVegetable: GarlicVegetable: LettuceVegetable: Lettuce: IcebergVegetable: Lettuce: Romaine Here, Fruit is the parent to Pear, and Fruit is also the parent to Apple (it is a top-level group). If a user has access rights to group Fruit, those access rights also apply to Pear and Apple, and any sub-groups of those such as Fiji. No access to Vegetable or the sub-groups of Vegetable are granted. If a user has access rights to Pear, those rights would not apply to Apple Or Fiji or any devices directly under Fruit. Similarly, a user with rights to Fiji would have no rights to devices under Pear or Apple or Fruit, only access to those devices under the Fiji sub-group. Fruit contains no devices in the Vegetable group. Vegetable: Garlic is separate from Vegetable: Lettuce and all its sub-groups of Iceberg and Romaine. A user can have access to any mixture of sub-groups with different permissions. For example, a user can have administrative access over devices in Vegetable: Lettuce and also have management access to Fruit: Apple. They would not have access to devices directly in Fruit, Fruit: Pear, Vegetable, and Vegetable: Garlic. eGuard: Permissions Please make sure to read the eGuard Overview before continuing. See other related documents in the eGuard Fundamentals chapter. The eGuard Permissions page can be found in eGuard at the top tab bar. Permissions allow you to grant and manage user privileges, as well as request access from other eGuard users. eGuard Permissions Page Permissions for each level are described at the top of the page: User: View the Permissions, Groups, and Devices assigned to them. Manager: Creation/modification of Groups and assignment/modification of Devices within Groups, in addition to User permissions. Administrator: Assignment/modification of Users in Groups, in addition to User and Manager permissions. Request Access If you have no privileges, you may request access from another eGuard user via username. If no other user has permission to the group, eGauge Support will need to be contact to grant initial access to a user. Create Group Permission You can only create permissions for users that already have some type of access to a group you administer that appears in the User Permissions table. You can grant additional privileges to users here, such as to additional sub-groups for groups you administrate. User Permissions A table displays of all user permissions to groups you administrate, displaying the group and permission level for each user login. Sub-groups are separated by colons. Edit Permission Change the user's Group or Permission level. Delete Permission Revoke the user's access to the group. Only applies to that row permission, if user has access to multiple groups (multiple permission entries) each entry needs to be deleted. Permission Examples General Description For example, given groups: Fruit:Pear Fruit:Apple:Fiji Here, Fruit is the parent to Pear, and Fruit is also the parent to Apple. If a user has access rights to group Fruit, those access rights also apply to Pear and Apple, and any sub-groups of those such as Fiji. If a user has access rights to Pear, those rights would not apply to Apple Or Fiji or any devices directly under Fruit. Similarly, a user with rights to Fiji would have no rights to devices under Pear or Apple or Fruit, only access to those devices under the Fiji sub-group. Example from eGuard Portfolio page showing 6 Sunnyvale devices Permissions page showing Sunnyvale permission management Here is the effective user permission list: Username Group Device Permission user Sunnyvale eGauge9996 Administrator user Sunnyvale eGauge9998 Administrator user Sunnyvale: Main Housing eGauge9992 Administrator user Sunnyvale: Main Housing eGauge9993 Administrator user Sunnyvale: Shared Space 1 eGauge9994 Administrator user Sunnyvale: Shared Space 1 eGauge9995 Administrator user2 Sunnyvale eGauge9996 Manager user2 Sunnyvale eGauge9998 Manager user2 Sunnyvale: Main Housing eGauge9992 Manager user2 Sunnyvale: Main Housing eGauge9993 Manager user2 Sunnyvale: Shared Space 1 eGauge9994 Manager user2 Sunnyvale: Shared Space 1 eGauge9995 Manager user3 Sunnyvale: Main Housing eGauge9992 User user3 Sunnyvale: Main Housing eGauge9993 User If there were additional groups and devices under Sunnyvale: Main Housing such as Sunnyvale: Main Housing: East and Sunnyvale: Main Housing: West, then user3 would also have user permissions to devices in that group.eGuard: Alerts Please make sure to read the eGuard Overview before continuing. See other related documents in the eGuard Fundamentals chapter. eGuard offers limited alert functionality. eGuard processes alerts once a day (around midnight). If there are devices that change from non-alert status to alert status, or change from alert status to non-alert status, they will be listed in an email sent to the eGauge.net user's email. You will only receive emails when devices change into an alerted state, or when that alerted state is resolved. If eGuard sends a low production alert for eGauge1234 and it continuous to have low production for the next week, you will only have received an email the first time it entered low production. A new email will be sent when that device leaves the low-production alert state (starts producing minimum levels). Alert types Lack of Connection ("any devices have been without contact for more than N Hours"If a device is not seen by eGuard for the last N hours (see Availability in eGuard Portolio view) when the alerts are processed, this alert triggers. Device Time Difference ("any devices' time is off by more than N Minutes")If a device's internal clock is off by more than N minutes from actual time, this alert triggers. Low Generation ("any device reports energy generated, for the last 24 hours, is less than N kWh")If a device reports less than N kWh in the past 24 hours, as configured by the Generation totalling register, this alert triggers. High Usage ("any device reports energy used, in the last 24 hours, is more than N kWh")If a device reports more than N kWh used in the past 24 hours, as configured by the Usage totaling register, this alert triggers. Creating Alerts The eGuard Alert page can be found in eGuard at the top tab bar. eGuard Alerts Page: Create an Alert In the above example, we are creating an alert for if Usage in the past 24 hours exceeds 1,000 kWh. This alert is only for devices in group "Sunnyvale: Shared Space 1" that is, for only devices under the sub-group "Shared Space 1" in "Sunnyvale". Any devices directly under "Sunnyvale", or other sub-groups such as "Sunnyvale: Main Housing" will not be monitored for this alert. From a previous eGuard group example: The above alert configured will only affect eGauge9994 and eGauge9995. No other devices will be affected by this alert. Deleting existing rules Viewing 3 configured alerts Any configured alerts will show in the Alert Management table. Above image shows an Energy Generated (low generation) alert for the "Solar Farm" sub-group of Sunnyvale, an Energy Used (high usage) alert for devices under the "Shared Space 1" sub-group of Sunnyvale, and finally a Lack of Connection alert configured for all devices under the Sunnyvale top-level parent group. You may edit an alert configuration by using the "Edit Alert" button. To delete an alert rule, use the "Delete Alert" button. Viewing triggered alerts Viewing 3 triggered alerts Any triggered alerts will display in the "Active Alerts" table. An entry remains in this table until it is no longer in the triggered state. For example, if eGauge9996 produces more than 72 kWh of energy before the next daily alert check, it will no longer be triggered and entry removed from this page. Any time an entry is added or removed from this page, it is included in the daily email. If no entries are added or removed from this table during the daily alert check, no email is generated. eGuard: Sites Please make sure to read the eGuard Overview before continuing. See other related documents in the eGuard Fundamentals chapter. Sites allow for a grouping of devices based on location, and has fields to add information relevant to thatparticular location, geared towards solar production. Multiple devices can be added to a single Site where they can easily be cross-referenced for troubleshooting or other purposes. Devices can be added or removed from Sites as needed. The eGuard Sites page can be through eGuard at the top tab bar. Main eGuard Site View From this page, you can create a new site, expand and edit an existing site under "Your Sites", or quickly link a device to an existing site on the right-hand side of the page. Creating a site To create a new site, click the large "Create Site" button at the top. You must link a device to create a new site. You cannot create a site with no linked devices. "Create Site" view Here you may enter various information about the site. When finished, locate your device using the "Link Device to This Site" entry. Editing and Updating Sites Locate the site of interest in the eGuard Sites page, and click on the name to expand it. Here you can quickly remove devices from the site. You may also edit the site information by clicking the Edit button above the information. You can add additional sites by clicking the "Edit" link: Site Information Expanded When editing a site, you may update any of the information, unlink devices, and link new devices to the site by using the "Link new device" on the right-hand side. If the site is deleted, all devices are unlinked. Edit Site page Resetting an eGauge password through eGuard Mass CSV Export Copying a Device Configuration Through eGuard Signing up for an eGuard account and requesting access