FOCUS User Manual

                                                                                                                                                                     We are pleased to announce the release of Version 2.0.15 of the Focus platform, which introduces several important enhancements and fixes to improve user experience and operational efficiency.
                                                                                                                                                                                    **Key Features and Enhancements**
                                                                                                                                                                          • **Updates to Modem Integration:** Significant improvements have been made to modem integration, enhancing communication capabilities and overall performance.

• Improvements to Cell Contract Management: Enhanced functionality in cell contract management streamlines processes, providing better tracking and management of contracts. • WBS Reports Now Operational: Work Breakdown Structure (WBS) reports are now fully operational, featuring project filters for tailored reporting. Users can also download a debug file to assist with troubleshooting and analysis. • Work Order Fixes: Numerous fixes have been applied to the Work Order functionality, ensuring smoother operations and increased reliability. • Improvements to the Operator Logs Page: Enhancements to the Operator Logs page improve usability and facilitate better tracking of operations. Bug Fixes and UI Updates • Minor UI and Code Improvements: A series of minor adjustments have been made to both the user interface and underlying codebase, contributing to a more seamless and user-friendly experience. | | 2.0.14 Focus | 2024-10-21 | Availability: General Release We are pleased to announce the release of Version 2.0.14 of Focus. This update brings several significant improvements, optimizations, and bug fixes to enhance the platform's functionality and user experience. Key Features and Enhancements: • Reporting Feature Preparations: Numerous changes have been made in preparation for upcoming reporting features, ensuring smoother implementation and integration. • Improved Error Logging: Enhanced error logging mechanisms to capture and resolve issues more efficiently, improving overall system reliability. • WBS System Enhancements: Upgrades to the Work Breakdown Structure (WBS) system for better task tracking and project management. • OrbComm Integration Support: Initial changes have been introduced to support future features related to OrbComm integrations, allowing for improved communication capabilities. Bug Fixes and UI Updates: • UI Tweaks and Bug Fixes: Various minor user interface adjustments and bug fixes to improve system usability and ensure a more seamless user experience. | | 2.0.13 Focus | 2024-10-02 | Availability: General Release We are pleased to announce the release of Version 2.0.13 of Focus. This update includes several important enhancements, new features, and bug fixes aimed at improving system functionality and overall user experience. Key Features and Enhancements: • Updated Dynamic Menu System: A revamped dynamic menu system for a more streamlined and user-friendly interface. • Changes to Cellular Services: Improved support and functionality for managing cellular services, enhancing connectivity and system reliability. • Added ChatGPT Integration: Integrated ChatGPT capabilities for improved user interaction and support, making help and guidance more accessible. • Updated Shopping Cart Experience: Enhanced the shopping cart with a smoother, more intuitive experience, optimizing the purchasing process. • Added Automated Build Support: Introduced automated build capabilities for faster and more reliable deployments. • Set All Facilities to Have Acuity-Managed Devices: Standardized Acuity management across all facilities for better device oversight and maintenance. • Improvements to Searchable Dropdowns: Continued refinement of searchable dropdowns for better usability and performance. Bug Fixes: • Several Minor Fixes and UI Changes: Various minor fixes and user interface improvements to enhance overall system stability and visual appeal. | | 2.0.12 Focus Hercules | 2024-09-18 | Availability: General Release We are pleased to announce the release of Version 2.0.12 of Hercules. This update includes several important enhancements, bug fixes, and improvements to further refine system functionality and user experience. Key Features and Enhancements: • Time Tracking Support: Added new features to support comprehensive time tracking, improving project management and oversight. • Enhanced Filtering for Contract Grids: Improved filtering options for contract grids to streamline data management and access. • Operator Logs Improvements: Refined operator logs for better tracking and analysis of operations. • Service Plan Management Enhancements: Upgraded service plan management features for more efficient handling of service plans. • Tag Map Acuity Syncing: Enhanced synchronization between Tag Maps and Acuity for better data consistency and accessibility. • Improved Searchable Dropdowns: Updated the look and usability of searchable dropdowns for a more intuitive user experience. Bug Fixes: • Tag Maps Loading Issue: Resolved the issue where Tag Maps were not loading correctly. • Acuity Authentication Problems: Fixed authentication issues with Acuity to ensure smooth user login and access. • Additional Minor Fixes: Various other minor fixes and tweaks to improve overall performance and stability. | | 2.0.11 Focus Ghostrider | 2024-09-04 | Availability: General Release We are pleased to announce the release of Version 2.0.11 of Focus. This version introduces several new features, UI improvements, and critical bug fixes to further enhance system functionality and user experience. Key Features and Enhancements: • Improved Menu System: The navigation menu has been restructured for a more intuitive and user-friendly experience. • New "Managed Services" Page: Added a dedicated page for managing services, providing users with better oversight and control. • Tag Maps Tab: Introduced a new "Tag Maps" tab that allows for the upload, versioning, and download of Tag Maps to improve data management and accessibility. • Acuity and autoFOCUS APIs: Released new APIs to improve integration and functionality across both Acuity and autoFOCUS platforms. Bug Fixes: • Acuity Login Button: Fixed a bug where the login button for Acuity was missing from the interface. • Minor Fixes and Enhancements: Various other small improvements and bug fixes have been applied to improve performance and stability. | | 2.0.10 Focus Falcon | 2024-08-20 | Availability: General Release We are pleased to announce Version 2.0.10 of Focus. This release focuses on enhancing integration capabilities, improving configuration settings, and addressing several critical issues to ensure better functionality and user experience. Key Features and Enhancements • Added Teleport JWT Integration: Integration with Teleport JWT has been added for enhanced authentication and security. • Updated Deployment ID: The deployment ID has been updated for improved tracking and management. • appsettings Port Changes: Adjustments have been made to the port settings in appsettings for better configuration management. • Added Elevation to Geopoints: Elevation data has been incorporated into geopoints for more accurate location-based features. • Added Stubs for Geo-Objects: Stubs for geo-objects have been added to support future developments in autoFOCUS. Bug Fixes • Fixed String Return Content-Type: Resolved the issue with incorrect content-type for string return responses. • Fixes to Logging Middleware: Addressed issues in the logging middleware to enhance error tracking and reporting. • Miscellaneous Fixes: Several other minor bug fixes and improvements have been implemented. | | 2.0.9 Focus Eagle | 2024-08-05 | Availability: General Release We are excited to announce Version 2.0.9 of Focus, this release focuses on enhancing the equipment management capabilities, improving user experience with dashboard organization, and addressing several critical bugs to ensure better functionality and user satisfaction. Key Features and Enhancements • Enabled PNGs for Equipment: Support for PNG image files for equipment has been added. • API Changes for Equipment Types: Various API changes implemented to support different equipment types. • Updated Dashboard Organization Page: Improved layout and functionality of the dashboard organization page. • Inventory Dialog Option: Introduced the 'skip inventory' option when the inventory is editable. • Added Device Endpoint Autofocus: New device endpoint 'autofocus' has been added. • Facility Filter in Watch Group Dialog: Added a facility filter option to the watch group dialog. Bug Fixes • Cloning Line Items in Cost Estimates: Fixed issue where cloning line items in cost estimates didn't save. • Null RealmIDs and Device Image Fix: Addressed issues with null realmIDs and device images. • Completed Device Type Image Feature: Finalized and fixed issues related to device type images. • Edit Description in Line Items: Resolved the problem where editing descriptions broke when adding more products to a line item. • Proposal 'Requesting User' Dropdown: Fixed the dropdown not loading users from the selected organization. • Support Request Images Corrupted: Corrected the issue of corrupted images in support requests. • Password Reset Issues: Fixed the password reset functionality, which was not working most of the time and was navigating to the login page. • Miscellaneous Fixes: Several other minor bug fixes and small changes have been made. | | 2.0.8 Focus Defender | 2024-07-23 | Availability: General Release We are excited to announce Version 2.0.8 of Focus, which includes several new features, performance enhancements, and bug fixes to improve the overall functionality and user experience of our application. Key Features and Enhancements • New Facility Dialog: Introducing a new dialog for adding facilities, making the process more intuitive and user-friendly. • Import Equipment Type Feature: Added a new feature to import equipment types, streamlining the equipment management process. • Performance Enhancements: Improved performance on the Operations page, ensuring faster load times and a smoother user experience. Bug Fixes: • Contracted Services Dialog: Fixed an issue where users could not cancel a contract in the contracted services dialog. This fix ensures that contracts can be canceled as intended. • Minor Tweaks and Fixes: Various minor tweaks and fixes to enhance overall application stability and performance. | | 2.0.7 Focus Crusader | 2024-07-11 | Availability: General Release
We are excited to announce Version 2.0.7, Focus Crusader, which brings important enhancements and bug fixes to improve the overall functionality and user experience of our application. This release includes notable improvements to DNP3 configuration, work orders, and other minor fixes and code cleanup efforts. Key Features and Enhancements • Enhanced Configuration: Significant improvements to DNP3 configuration settings, providing users with more robust and flexible options for managing and monitoring DNP3 protocol communications. • Optimized Work Orders: Enhancements to the work order management system, improving the efficiency and accuracy of work order creation, tracking, and completion. • General Improvements • Minor Fixes and Code Cleanup: Various minor fixes and code cleanup efforts to enhance overall application stability and performance. Bug Fixes: Incorrect Page Load: Fixed an issue where opening the monitoring page on operations would sometimes load the wrong page if the facility does not belong to the selected organization. This fix ensures that the correct page loads, improving navigation and user experience. | | 2.0.6 Focus Bullet | 2024-06-27 | Availability: General Release
In this release, we are thrilled to introduce a series of enhancements and bug fixes aimed at optimizing functionality and improving user experience across our application. Version 2.0.6 brings significant updates in various areas, focusing on enhancing location matching strategies, dynamic date loading based on project status, document customization capabilities, and more. Key Features and Enhancements: • Location Matching Strategy: Implemented advanced geolocation algorithms to ensure accurate matching of coordinates and addresses, enhancing location-based functionalities. • Dynamic Date Loading: Users can now dynamically load different dates depending on project statuses such as planning or engineering, facilitating better project management and scheduling. • Document Customization: Streamlined document editing by enabling the removal of specific text from Word templates programmatically, enhancing document customization efficiency. • Manufacturer Warranties: Introduced a comprehensive warranty management system linked to manufacturer profiles, improving warranty tracking and management. Bug Fixes: • Realm Contact Loading Loops: Investigate and resolve issues causing loops or delays in loading contacts from Realm databases. Optimize data retrieval methods and ensure efficient querying to eliminate loading delays. • Can't Cancel Contract Bug in Contracted Services Dialog: Address the bug preventing users from canceling contracts via the Contracted Services dialog. Implement fixes to enable cancellation functionality and ensure proper error handling for contract operation | | 2.0.5 Focus Airabonita | 2024-06-11 | Availability: General Release This release focuses on introducing a shopping cart feature, improving payment method management, integrating SSO functionality, fixing critical bugs related to realm names and organization validation, and providing enhancements for debugging Angular on Windows platforms. Key Features and Enhancements: • Shopping Cart Creation: Implemented a shopping cart feature for easier selection and management of items. • Saved Payment Methods: Users can now check out using previously saved payment methods. • Teleport SSO Integration (FOCUS): Integrated Teleport Single Sign-On (SSO) functionality into Focus. • Angular Debugging for Windows: Enabled debugging for Angular launches on Windows environments. Bug Fixes: • Realm Name Restriction: Disallowed realms with names containing "." due to issues with Egnyte integration. • Organization Name Validation: Implemented validation for organization names during sign-up. • Facility Name Validation: Applied validation for facility names in facility dialogs. • New Proposal Dialog Fix: Fixed verification for new organizations in the new proposal dialog, which was previously broken. • Facility Dropdown Fix: Ensured functionality for "New Items" in the facility dropdown on the new proposal page. • Hotfix for Registration: Resolved registration issues for users creating new organizations. • Services Bug Fixes: Addressed various bugs and made enhancements in services functionality. | | 2.0.4 Focus superhornet | 2024-05-31 | Availability: General Release Summary: The 2.0.2 Focus super hornet, we have implemented several enhancements and addressed critical bugs to improve the system's overall functionality and user experience. This update includes a mix of user interface improvements, functional enhancements, and crucial bug fixes to ensure a smoother and more efficient workflow for users. Key Features and Enhancements: 1. Clone Roles Feature: Added the ability to clone roles for easier role management. 2. New Facility Creation Walk-Through MVP: Introduced a minimum viable product for a guided walk-through for creating new facilities. 3. Device Page Enhancements: Made various improvements to the device page for better usability. 4. Attributes Page Navigation: Fixed issues with navigation on save in the attributes page. Bug Fixes: 1. Performance Matrix Improvements: ◦ Hide Disconnected Facilities: Facilities without a link are now hidden from the performance matrix table. ◦ Facility Display on Org Change: Facilities displayed will now correctly update when the organization changes. ◦ Remove Non-Monitorable Rows: Rows where canMonitor=false are now removed instead of being greyed out. ◦ Update Performance Matrix on Org Change: Ensured that the performance matrix updates correctly upon organization change. ◦ Warn Matrix Disabled: Added a warning when the matrix is disabled for the default table. ◦ Historical Date Picker Fix: Fixed the historical date picker for the monitor tab. ◦ Org Change with Historical Data: Made organization changes work correctly with historical data. ◦ Portfolio Search Fixes: Resolved issues with search/org/watch group filters in the portfolio. ◦ Backend Error Handling: Fixed backend errors related to nullparent and facilities populated with data from other realms. ◦ App Search Dialog Fix: Corrected the app search functionality in the portfolio to open the correct dialog. ◦ Monitor Tab Search: Improved the monitor tab search to be a component that works in table view. | | 2.0.3 Focus Peashooter | 2024-05-15 | Availability: General Release
Summary: The Focus 2.0.1 Peashooter, we have implemented several enhancements and addressed critical bugs to improve the system's overall functionality and user experience. This update includes a mix of user interface improvements, functional enhancements, and crucial bug fixes to ensure a smoother and more efficient workflow for users. Key Features and Enhancements: 1. Limit Component Item Codes: Component item codes are now restricted to 30 characters. 2. Persist Gantt Chart Selection: Gantt chart selections on the production page will now persist across sessions. 3. Style Material UI: Updated Material UI styling to match Kendo for a consistent look and feel. Bug Fixes: 1. PGR Logs Visibility: Resolved issue where ACT was unable to see PGR logs. 2. Map Size: Adjusted map size for better display on smaller screens. 3. Support Request Tasks: ◦ Attachments Modal: Fixed the size of the attachment's modal. ◦ Support Dropdown: Corrected issues with the ticket support dropdown. ◦ Response Status Spacing: Improved spacing in the response status section. ◦ Scheduling Page Spacing: Enhanced spacing on the scheduling page. ◦ Filtering Requests: Implemented filtering in the support request page. ◦ Pipeline Changes: Removed My Support Request from the pipeline and added it to the main page. ◦ Last Updated Column: Added a Last Updated column. ◦ Ticket Support Column: Redesigned the ticket support column. ◦ Go To Facility: Fixed the Go to Facility" link in tickets. ◦ Comment Names: Added usernames to comments. ◦ Fixed submitting meeting bug: Fixed a bug related to meeting submissions. | | 2.0.2 Focus King cobra | 2024-04-29 | Availability: General Release Summary: Focus 2.0.2 King Cobra enhances SSO integration and facility sharing with new components, sortable UI, targeted share management, bulk invites, and reshare based on invites. Key Features and Enhancements 1. Focus SSO ◦ New Link Components V1: Introduced new link components. ◦ SSO Status Table V1: Implemented SSO status table. ◦ Changes Portal API to Include SSO Info from Acuity: Updated Portal API to integrate SSO information from Acuity. 2. Facility Sharing Tasks ◦ Add Sorts to Table UI (Person, Invite, etc.): Enhanced table UI with sorting options for better usability. ◦ Cancel Share from Facility Table Should Only Affect Specific Person: Modified cancel share functionality to impact only the intended person. ◦ Added Bulk Invite: Introduced functionality to send bulk invites for facility sharing. ◦ Made Reshare Based on Invite, Not Facility: Updated reshare mechanism to be based on invite rather than facility. | | 2.0.1 Focus | 2024-04-19 | Availability: General Release
Summary: In Focus 2.0.1 several improvements and bug fixes have been implemented to enhance functionality and user experience. Key enhancements include updating the Aderis logo in the consolidated BOM and improving formatting in the Word template. Bug fixes address issues such as disallowing realms with certain characters, navigation problems after attribute saving, incorrect pricing in proposals, and formatting issues in documents. Key Features and Enhancements: 1. Replace Solar Ops Logo in Consolidated BOM: Update the Solar Ops logo with the new Aderis logo. 2. Fix Formatting in Word Template: Address formatting issues in the Word template. Bug Fixes: 1. Disallow Realms with Names Containing ".": Realms with names containing "." are disallowed due to issues with Egnyte. 2. Unable to Navigate to Dashboard After Saving Attributes: Users are unable to navigate to the Dashboard after saving attributes. 3. Incorrect Price in Focus Proposal: Resolve issue of incorrect pricing in the Focus proposal. 4. Disable Tag Map Creation : Disable the creation of tag maps in Focus 2.0.1 | | 2.0.0 Focus Airacuda | 2024-04-10 | Overview: FOCUS 2.0 (Codename: Airacuda) represents a significant milestone in the ongoing development of our renewable asset management platform. With this final release, we are delighted to introduce a host of new features and enhancements aimed at improving security, usability, and the overall user experience. From organization-level tools to monitoring and reporting enhancements, FOCUS 2.0 empowers users to efficiently manage their renewable portfolios in a secure and collaborative environment. Key Features and Enhancements: FOCUS is free for everyone! • Now, anyone with a company email account can establish (or join) their organization in FOCUS to access public features. • Registered users can invite unlimited associates to their own Organization. • Registered users may also invite colleagues from other Organizations to FOCUS, to securely share information between Organizations. • FOCUS’s public features include: • Facility sharing between organizations • Facility, equipment, warranty, documents, and site-control tools for O&M and Asset Managers • Acuity monitoring and control single-sign-on (SSO) sharing between organizations • Customizable security roles for complete organization-specific access requirements Organization Level Tools • Administrator approval workflows for new users and Facility sharing • Customizable security roles for users and Facility level permission assignments • Track your portfolio of renewable assets using FOCUS as your secure, sharable, online database • Supported renewable Facility types now include: Solar, Storage, Wind, Hydro, Generators, and EV Chargers • Organizations now support branded logos, primary domains, and domain aliases for automatic user associations • Portfolio-wide Equipment and warranty term tracking by Mfg., Make, and Model with shared documents and images • [To Be Available End of May] Options to use existing enterprise SSO implementations (AWS Cognito & Microsoft Entra ID support) Facility Level Tools • Unlimited Facility creation and management • Unlimited Facility Sharing to 3rd party Organizations and users • Facility level document storage and management • Facility level device creation, warranty status, and network/communication configuration tracking • Comprehensive attributes for: historical timeline, interconnection, and renewable type reference information. Monitoring & Reporting (for Facilities w/ Acuity Monitoring) • Portfolio-wide alarm, key performance indicators (KPI), and attribute consolidation for single pane monitoring and reporting. • Unlimited historical KPI data retention and reporting via customizable views, spreadsheet-compatible downloads, and no-code APIs • Improved monitoring dashboard stability, performance, and store-forward data transfer enhancements • Real-time consolidated alarming view portfolio-wide w/ multi-Facility alarm acknowledgement • Facility level Event logging and Call logging utilities to aide Generator Operator recording requirements Paid Services Management • For Acuity users who subscribe to Acuity licensing, Cellular, and Operations Services; FOCUS now provides an Organization level dashboard • Visibility of services terms, renewal periods, and contractual documents • Cellular usage vs. contracted plan capacity Quality of Life/System Improvements • Site-wide performance enhancements • Simplified UI for improved navigation and display consistency • New user initial tutorial section on first login • Consolidated user settings page with avatar support and heat map schema selector … and more! | | 1.1.0 | 2023-04-05 | FOCUS 1.1.0 lays the groundwork for many future features, by replacing the previous data retention and API services that provide data from Acuity to FOCUS with a new AWS S3 backend.

PERFORMANCE - The OPERATIONS, DASHBOARD, and MONITORING pages are now supported by caching layer that efficiently retrieves and manages all performance and KPI data to the front-end UI. The result is a snappy and always up to date display of information to the users.

CELLULAR BANDWIDTH - The migration to AWS S3 changes the way data is securely transferred from Acuity to FOCUS in a manner that reduces overall cellular, while also ensuring any data transmission gaps are filled with data on comms restoration.

REPORTING - Using the PERFORMANCE MATRIX views, multi-day and multi-facility daily KPIs may be downloaded for historical reporting. This feature utilizes the historical data retention from AWS S3 to retrieve information on demand and supports single-location access to fleet-wide reporting capabilities.

API SUPPORT - The same PERFORMANCE MATRIX views now support no-code API access by exposing token-based URLs for RESTful JSON web calls to query the same KPIs described above for reporting for ingestion into any API enabled business tool.

DEVICE DETAILS - On our path to releasing our OWNERSHIP TOOLS suite later this year, a few supporting features are being moved into production as foundational components. Devices now render as collapsable trees, using Acuity’s parent-child hierarchy, and a new information button exposes equipment details to support operations and troubleshooting. | | 1.0.0 | 2022-11-18 | Official First major version release!

Under development since 2019 as both an ERP and Operations platform, FOCUS has released its first major version release 1.0!

This release includes enhancements to general stability and performance improvements to improve functionality and user experience.

DASHBOARD - The user dashboard now provides unified view of both commercial and performance related data for customers and operators, fulfilling our initial vision of a tool for tracking orders, managing assets, and to operate and maintain.

MONITORING - Portfolio and individual facility monitoring is now available through the Dashboard.

The prior OPERATIONS screen may now be launched in a single click from the Dashboard menu into a new tab/window for ROC-style multiscreen viewing.

Each facility now hosts a MONITOR option that loads a comprehensive performance monitoring view of daily generation, live inverter performance and status, and alarms.

The MONITORING now also features our signature monthly calendar performance view to help identify historical performance trends, clear sky days, and production shortfall timelines.

CONTROL - For facility control functions, access to each facility’s Acuity edge computer HMI (formerly myPV IQ) is accessible from a single click.

DEVICES - Acuity edge computer devices are now browsable from FOCUS and provide realtime alarm status from a sortable tabular display, providing rapid access to device make/model, production contribution, and serial number details in a single view.

SERVICES - Contracted services, including: software licenses, cellular service, and operations contract status may now be viewed and managed. One of the most requested features, cellular data usage vs. plan capacity, has also been added and is now available for direct comparison on the dashboard.

A dedicated view for services now provides a portfolio wide tabular view of all equipment warranty statuses, contracted services, cellular usage, and edge computer processes for rapid auditing as well. | | 0.9.4 | 2022-10-31 | Enhancements to general stability and performance improvements to improve functionality and user experience.

MONITORING - Initial adaptation of the new Monitoring page in the user dashboard released based on the existing performance badge functionality.

PERFORMANCE BADGE - Link to Monitoring added as well as addition of the “[aderis icon] Launch Acuity” link to “More” button menu.

USER DASHBOARD - Data retrieval optimizations to improve overall page loading and caching.

FACILITY - “Services” tracking is now supports for contracted cellular, operations, and software license terms.

ACCOUNT - Two factor authentication (2FA) is now available for all user accounts.

BUG FIXES - The connected facility’s [Monitoring icon] is now enabled in the table view. When clicking the [Monitoring icon] from the performance badge, the user dashboard loads as expected. When viewing the facility monitoring page and then changing the organization dropdown the page now loads as expected. |