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SynaptiQ Solar User Manual

CHAPTER 9 Admin menu
CHAPTER 10 User preferences

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9 ADMIN MENU
An “admin” user can access the “admin” menu by clicking the Admin section in the top menu. The
Admin menu then appears with the following tabs: User management, Historical Data, Groups and
Alarm Management. To exit the Admin menu, you have to click on the Home tab.

FIGURE 42. SYNAPTIQ ADMIN TAB & USER ADMINISTRATION

9.1 USER ADMINISTRATION

In the Admin tab, you can create and edit the users under “User administration” as shown in Figure
41.

9.1.1 List of users

The list of users provides two free-text search filters on the “Login” and “Role” columns. The list of
users can be sorted by alphabetical order based on the “Login”, “Full name”, “Email” and “Role”
columns.
A new user can be created by clicking the “Create User” button above the table.
An existing user can be edited by clicking the login name of the user.
A user can be deleted using the drop-down menu that appears when clicking the triangle in the left
column of the table as shown in Figure 41.

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9.1.2 Create or edit a user

FIGURE 43. ADMIN MENU - USER ADMINISTRATION – USER CREATION – USER ROLE

The form provides the following entry fields:

• User name
the login of the user

• Password
SynaptiQ applies a strict password policy in order to protect the data from its customers. We
require you to use a strong password (min. 8 characters, capitals and small caps, letters and a
special character). When a temporary password is provided, the user that logs in will be
requested to modify this at the first login.

• First name
• Last name
First and last name represent the user.

• User role
There are different user roles depending on the degree of data/features access. These are
explained in Annex E: Definition of user roles.

• Email
This email address will be used to send Notifications about alarms and interventions, as
explained in the corresponding section.

• Mobile phone
The phone number will also be used in the Alarms & Notifications section. It should be introduced
following the format “country code + phone number” (for example: 32487983844).

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• User domain
The plants/groups to which the user will have access are selected at this stage.

• Alarms
Here you can define whether the specific user will have access to the alarms and whether the
user can edit an alarm. By default the settings of the user role defined above are applied here.
The default settings can be overruled in this section.

• Interventions
Here you can define whether the specific user will have access to all interventions, all
interventions assigned to that user or to no interventions. When a user is given access to the
intervention, you can define whether he or she will be able to view, edit comments or have full
edit rights. This property overrules the property defined for the profile of the user.

At this point, the User Preferences can also be updated, as explained below.

9.2 UPLOAD HISTORICAL DATA

An Admin user has the possibility to upload data for each plant between the Operation Start Date of
the plant and its System Start Date (both dates are entered when configuring the plant in SynaptiQ
Configurator).
This data can be uploaded at daily granularity and at plant level via a simple .csv file. Each file should
contain a line with data and production for the plant.

FIGURE 44. ADMIN MENU - HISTORICAL DATA EXAMPLE

You have to select the plant, then the type of data to be uploaded (either inverter or green meter
production) and finally, upload the file.

9.3 GROUPS
Plants in SynaptiQ can be grouped to aggregate their data when visualizing it in the Analysis Tab.
Groups can be created and edited in this part of the Admin functionalities.

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 FIGURE 45. ADMIN MENU - GROUPS OF PLANTS

When going to “Groups”, the list of already existing groups will be displayed.
From this page, you can create a new group or edit the existing ones.
The same plant can belong to several groups. For example, you can create a group for the country
and another one for the inverter brand. As explained above, a group can also contain no plants such
that it can be used for administrative purposes.
When selecting the Groups tab in the Admin section, the list of groups that are defined for your
portfolio, are shown.
The list shows:

• The name of the group as defined at creation.

• The number of plants that are part of the group.
• The total capacity of the plants that are part of the group.
From this list one can:

• Create a new group by selecting the button below the list.

• Edit or delete an existing group by selecting in the drop-down menu that appears when you push
the triangle in the left column of the table.
To create a new group, you have to give a name to the new group that will be created and then select
the plants that will belong to that group.
To do so, you have to select the group on the left-hand side of the screen and click the “Add” button.
The selected plants will be moved to the right-hand side, meaning that they belong now to the group.

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 FIGURE 46. ADMIN MENU – CREATE A NEW GROUP – SELECT PLANTS

To edit the name of the group or add/delete plants that belong to it, you have to select “Edit” and take
the same steps followed in the previous section to create the group, adding/removing plants or
changing the name of the group.

9.4 ALARM MANAGEMENT

Administrator users in SynaptiQ can manage alarms via the “Alarms & notifications” section. To see
the complete definition of all types of alarms, go to Annex D: Definition of alarms in this document.
Three different actions can be taken in this part: configuration of alarms, definition of notifications and
configuration of auto-archiving settings.
Here is a detailed explanation of each of these parts.

9.4.1 Alarm configuration

The alarm configuration page is a powerful interface to define the alarm configuration globally on
contract level or specifically on plant or object level.
In order to do so, the alarm configuration page consists of 3 sections, the level selection, the alarm
settings section and the alarm exceptions list.

The level selection:

In this section of the page, you define for which object you want to view and edit the alarm settings.
When entering the page, the contract level settings are shown.
Using the selection buttons, one can change the level to plant, device or group of plants level in order
to view and edit alarm configurations at this level.

The alarm settings section:

In this section you can view and edit the configurations per alarm type for the level that is selected
above.
If the alarm configuration varies from the default setting, a label ‘Modified” appears next to the alarm
type and a button “Use default” allows to put the settings back to the default values.
If for the given alarm type and the given selected level, exceptions are applied on a lower object level,
a label “Exceptions” appears next to the alarm type. The exceptions for the lower level objects are
then listed in the exceptions section.

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By clicking on the right arrow on the left of the alarm type, one opens the pane with specific settings
for the selected alarm type and the given level. If specific threshold settings are available for the
selected alarm type, they can be viewed and edited here. Furthermore, one can enable or disable the
alarm here, always for the selected level.

The exceptions section:

This section shows the list of all exceptions (on lower level objects then the selected level) that apply
to alarm settings of the level that is defined in the level section. E.g. if you have selected the contract
level, the exceptions at group of plants, plants or device levels will be listed here. If you have selected
the plant level, exceptions at device level will be listed.
For each of the exceptions, one can select the following actions using the drop-down menu in the left
column:
• Put the alarm for the object of the exception back to the default value.
• Disable the alarm for the object of the exception.

FIGURE 47. ADMIN MENU - ALARM MANAGEMENT – OVERVIEW

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 FIGURE 48. ADMIN MENU - ALARM MANAGEMENT – EXCEPTIONS

9.4.2 Notifications
SynaptiQ allows to set notifications per e-mail or SMS for status updates on communication and
production of the plants, interventions and alarms as shown in the different sections of the notification
page (see section 9.4.2).
Emails subject and sender, are set by default in SynaptiQ for every notification sent by email.
Nevertheless, it is possible to change these parameters by sending a request to the SynaptiQ Support
Team. This change will be effective for the entire client portfolio.

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 FIGURE 49. ADMIN MENU - ALARM MANAGEMENT – NOTIFICATIONS

Communication and production status notifications

The table lists the users in your contract that receive communication and or production status
notifications per e-mail. These users will receive an overview of communication and or production for
the plants that they are allowed to see.
The communication status e-mail will state for all plants if communication is OK or not.
The production status e-mail provides a table with the following indicators for yesterday per plant: size,
yield, specific yield, PR Inverter, PR Meter, irradiation.
One can add users using the drop down box below the table. Users can be removed from the list
using the uncheck box at the right of the table.

Notifications on interventions
The table shows the users that are enabled to receive notifications on interventions.
Any user in this list will receive a notification as soon as a new intervention is created in any of the
plants that are in his/her domain.
Users can be added to the notification list using the drop down box below the table. Users can be
deleted from the list by clicking the unselect box on the right side of the table.
Per user, one can enable
• e-mail or SMS notifications,

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• select only to notify for high importance interventions,
• send notifications also when intervention is closed,
• send daily reminders for open interventions.
Selecting “Send email upon assignment” enables the automatic sending of an email to any user to
which an intervention is assigned to. That user will also receive notifications in case an update is done
on the intervention (modification of severity, comment added …).

Notifications for alarms

Notifications (email and/or text messaging (sms)) can be activated per user and per alarm. To do so,
you have to select an alarm and add the user(s) that should receive the notifications using the same
procedure as described above for intervention notification.
You can select e-mail and/or SMS notifications. There are three types of notifications that can be
activated:
• Enabled: the notification will be sent out as soon as that type of alarm is activated for any plant.
• Only when high: the notification is only sent out when a new alarm with severity “high” is
generated.
• Send when archived: the notification is sent when the alarm is archived.

9.4.3 Alarm misc settings

In the third part of Alarm Management, you can select to enable automatic archiving of alarms and the
delay of auto archiving for all alarms in the contract.
To edit this, select the type of alarm and insert the number of days before auto archiving of an alarm
(zero being the lowest delay, meaning that the alarm is archived just after being closed).

FIGURE 50. ADMIN MENU - ALARM MANAGEMENT – MISC SETTINGS

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10 USER PREFERENCES
Each user can set its own general preferences by clicking “Preferences” in the top menu or by the
Administrator in the User Preferences tab of the User administration section.
In this tab, you can pre-set several preferences to customize your user interface:

Account Password
Each user can change here the account password. It is very recommended to regularly change the
password especially for shared accounts.

Time zone/Language
SynaptiQ is a multi-language platform. You can select in the preferences which language will be used
in the application for the selected user.
You can also select the time zone in which the selected user is located.
Furthermore, you can select whether plant indicators will be shown in the time zone of each user or in
the local time zone of the plant.

Items preferences
In this part, several settings can be adjusted: colours in map, default sorting of the list of devices and
also the number of items displayed in some lists can be fixed here. When defining a lower number of
items per list, the pages will load faster in the browser but will require eventually more clicks to get to
the right object.
• Map icon colour
The map’s colours can be set according to two criteria:
based on plant status (the status of the plant is determined by the number of alarms and their
current criticality),
based on 'plant not producing' (icons will be red only when the plant is not producing)

• Select the default sorting of the list of devices in the Analysis section
The devices in the Analysis section can be sorted according to two criteria:
sort the list of devices alphabetically,
sort the list of devices by serial number

• Default page size in plant list:

The number of items shown in the plant list can be pre-set from 8 to 100.
• Default page size in alarm list:
The number of alarms can also be pre-set from 8 to 100.
• Default page size in intervention list:
The number of interventions can also be pre-set from 8 to 100.
• Maximum number of items in analysis object list:
The number of items shown in the Analysis list can be pre-configured from 8 to 250.
• Plants views default
The default view can be set to Compact List, List, Map or Card.

Home – dashboard settings

One defines here how often an open dashboard is refreshed. Time given in seconds.

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Furthermore, one defines how long a given dashboard stays open before switching to the next
dashboard in case the “Rotating dashboard” functionality is enabled (see section 3.4).

Interventions
Here can be defined the default start time of intervention and default duration. Additionally, the display
format of interventions in the calendar can be customized by choosing what labels are shown for each
type of visualization (day, week and month).

Analysis
In this section can be defined the landing tab of the analysis section: “Open”, to select one of the
saved views, or “Configure”, which gives direct access to a new view set up. For smoother
visualization of charts, it is possible to hide markers on charts when number of data points is above a
defined limit.

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 3E Author: 3E Reference
W. Coppye SQ019.EU.EN

[email protected] D o c u me n t v e r s i o n d a t e
www.3E.eu 01/07/2021

3E nv/sa Software release version

Kalkkaai 6 Quai à la Chaux 5.3.92-5b
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This document is intended solely for clients who have entered into a SynaptiQ
agreement with 3E.
Clients receive the non-exclusive, non-transferable right to use this document for
internal use only, and subject to the confidentiality classification indicated on this
document. Client agrees not to communicate or copy the document, in whole in
part, to third parties without the prior written consent of 3E. Even if such consent
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