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Distributors user guide

Connected Air Solutions®


IIoT Compressed Air Remote Monitoring Platform

Stay connected, stay in control, with Connected Air Solutions®.

Distributor’s User Guide - Connected Air Solutions® - October 1st, 2023


Distributors user guide

Connected Air Solutions®


IIoT Compressed Air Remote Monitoring Platform

October 1st, 2023

 The current user guide may undergo multiple updates in the upcoming months. Please make use of our
communication channels to download the latest version once new features are released.

Please consider the environment before printing

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Contents

I. Understanding the Functionality of a Compressed Air Remote Monitoring Platform ....................... 7


II. Connected Air Solutions® - IIoT Compressed Air Remote Monitoring Platform ............................... 8
II.1 Privacy and Data Protection statements ......................................................................................... 9
II.2 Security statements ....................................................................................................................... 10
II.3 Available Languages / Measurements units .................................................................................. 11
II.4 Accessibility .................................................................................................................................... 12
II.5 Compatibility - IIoT devices supported by Connected Air Solutions® ........................................... 13
II.6 Compatibility - Controllers supported by iConn, Helix and Connected Air Solutions® portal ....... 14
III. Core structure of Connected Air Solutions® remote monitoring platform .................................... 15
III.a Connected Air Solutions® Logo ..................................................................................................... 15
III.b Connected Air Solutions® - Assets section .................................................................................... 16
III.c Connected Air Solutions® - Map section ....................................................................................... 18
III.d Connected Air Solutions® - Monitoring Section ........................................................................... 20
III.e Connected Air Solutions® - Admin section.................................................................................... 22
III.f Connected Air Solutions® - Information ........................................................................................ 24
IV. Connected Air Solutions® user access ............................................................................................ 25
IV.a User access - User login ................................................................................................................ 25
IV.b User access - User Log-out ............................................................................................................ 27
IV.c User access - Forgot password? .................................................................................................... 28
IV.d User access - Change language ..................................................................................................... 30
IV.e User access - Manual password change of login password .......................................................... 31
V. Connected Air Solutions® platform Organizational Tree Standard Structure ................................. 32
V.1 The structure of an ORGANIZATION .............................................................................................. 33
V.2 The structure of a TEAM ................................................................................................................ 34
V.3 Functions comparison between a TEAM and an ORGANIZATION ................................................. 35
V.3.1 comparison between a TEAM and an ORGANIZATION – at the ORGAZANIZATION level .......... 35
V.3.2 comparison between a TEAM and an ORGANIZATION – at the TEAM level .............................. 35
V.3.3 comparison between a TEAM and an ORGANIZATION – at the USER level ............................... 36
V.3.4 comparison between a TEAM and an ORGANIZATION – at the ASSET level.............................. 37
V.3.5 comparison between a TEAM and an ORGANIZATION – at the ALERT level ............................. 38
VI. Admin – User Management ............................................................................................................ 39
VI.a Admin – User Management - ORGANIZATIONS ........................................................................... 39
VI.a.1 Admin – User Management – standard naming for an ORGANIZATION................................... 40

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VI.a.2 Admin – User Management – Create ORGANIZATION .............................................................. 42
VI.a.2. ORGANIZATION - DETAILS tab ............................................................................................... 43
VI.a.2. ORGANIZATION – ASSETS tab ................................................................................................ 44
VI.a.2. ORGANIZATION – USERS tab ................................................................................................. 45
VI.a.2. ORGANIZATION – NOTIFICATIONS tab .................................................................................. 46
VI.b Admin – User Management - Edit ORGANIZATION ...................................................................... 47
VI.c Admin – User Management - Move an ORGANIZATION into another ORGANIZATION............... 48
VI.d Admin – User Management - Delete ORGANIZATION.................................................................. 49
VI.e Admin – User Management – Searching within ORGANIZATION................................................. 50
VI.e.1 Search for an asset or user into an ORGANIZATION .................................................................. 50
VI.e.1.a Search for an asset .................................................................................................................. 50
VI.e.1.b Search for an user ................................................................................................................... 50
VII. Admin – User Management ........................................................................................................... 51
VII.a Admin – User Management - Create TEAM within an ORGANIZATION ...................................... 51
VII.a. TEAM – DETAILS tab ................................................................................................................ 52
VII.a. TEAM – ASSETS tab .................................................................................................................. 53
VII.a. TEAM – USERS tab ................................................................................................................... 54
VII.a. TEAM – NOTIFICATIONS tab .................................................................................................... 56
VII.b Admin – User Management - Edit TEAM ..................................................................................... 58
VII.c Admin – User Management - Move TEAM from an ORGANIZATION into another
ORGANIZATION .................................................................................................................................... 59
VII.d Admin – User Management - Copy a TEAM from an ORGANIZATION into another
ORGANIZATION .................................................................................................................................... 60
VII.e Admin – User Management - Delete TEAM from an ORGANIZATION ........................................ 61
VII.d Admin – User Management – Searching within TEAM ............................................................... 62
VII.d.1 Search for an asset or a user into a TEAM ................................................................................ 62
VII.d.1.a Search for an asset ................................................................................................................. 62
VII.d.1.b Search for a user .................................................................................................................... 62
VII.e Admin – Asset Management - Allocate assets to a TEAM ........................................................... 63
VIII. Admin – User Management - Permission groups ......................................................................... 65
IX. Admin – User Management ............................................................................................................ 68
IX.1 Admin – User Management - Create user .................................................................................... 68
IX.2 Admin - User Management – Editing the user profile .................................................................. 69
IX.3 Admin - User Management – Edit profile picture ......................................................................... 70

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IX.4 Admin – User Management – Add existing user to a TEAM ......................................................... 71
IX.5 Admin – User Management – TEAM - Make Admin user ............................................................. 72
IX.6 Admin – User Management – TEAM - Remove admin rights for a user ....................................... 73
IX.7 Admin – User Management – ORGANIZATION; Make Admin an user ......................................... 74
IX.8 Admin – User Management – Remove ORGANIZATION Admin rights for a user ........................ 75
IX.9 Admin – User Management – Add user to another TEAM ........................................................... 76
IX.10 Admin – User Management – Copy user from a TEAM to another TEAM ................................. 77
IX.11 Admin – User Management - Move user from a TEAM to another TEAM ................................. 78
IX.12 Admin – User Management – Delete user from a TEAM ........................................................... 79
IX.13 Admin – User Management – Delete user from the system ...................................................... 80
X. Device Management ........................................................................................................................ 81
X.1 Device Management – Assets menu .............................................................................................. 81
X.2 Device Management – GENERAL tab - Device details ................................................................... 83
X.3 Device Management – Asset location............................................................................................ 86
X.4 Device Management – Dashboards ............................................................................................... 88
X.4.a Main dashboard .......................................................................................................................... 88
X.4.b Extended dashboard ................................................................................................................... 90
X.4.c Dashboard widgets description and examples ........................................................................... 91
X.4.c.1 Gauge widgets .......................................................................................................................... 91
X.4.c.2 Value/unit widget ..................................................................................................................... 92
X.4.c.3 Map widget............................................................................................................................... 92
X.4.c.5 Sensors list widget .................................................................................................................... 93
X.4.c.6 STATUS – coming soon ............................................................................................................. 93
X.5 MONITORING dashboard ............................................................................................................... 94
X.5. ITS Group graph ......................................................................................................................... 95
X.5. Default Monitoring graph .......................................................................................................... 96
X.5. Graph timeframe ....................................................................................................................... 96
X.5. Last Active graph button ........................................................................................................... 96
X.5. Graph custom timeframe .......................................................................................................... 97
X.5. Graph Auto-Refresh button ....................................................................................................... 97
X.5. The display of alerts as vertical lines in the Monitoring graph ................................................. 98
X.5. Copy URL graph ......................................................................................................................... 98
X.5. Plot bands .................................................................................................................................. 98
X.5. Alerts button enablement on a Monitoring graph .................................................................... 99

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X.6 Alerts ............................................................................................................................................ 100
X.6.1 Alerts Types ............................................................................................................................... 100
X.6.2 ALERTS Dashboard .................................................................................................................... 101
X.6.3 Alerts Notifications into the platform ....................................................................................... 103
X.6.4 Alerts Notifications as e-mail notification................................................................................. 104
XI. Reporting – coming soon .............................................................................................................. 108
XII. EMEIA IR IoT Support....................................................................................................... 109

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I. Understanding the Functionality of a Compressed Air Remote Monitoring Platform

A compressed air remote monitoring platform is a comprehensive system or software solution


designed to remotely monitor and manage compressed air systems in industrial or commercial
settings. Monitoring these systems is crucial to ensure their efficiency, reliability, and cost-
effectiveness. The main components and functions of such a platform are:
1. Sensor and Data Acquisition: The platform typically includes sensors and data acquisition devices
installed on the compressed air equipment. These sensors collect data on various parameters such as
air pressure, temperature, flow rate, power, voltage, motor speed, vibrations, energy consumption
etc.
2. Data Transmission: Data collected by the sensors is transmitted in real-time or at scheduled
intervals to a central monitoring system. This transmission can be achieved using the cellular data
transmission.
3. Central Monitoring System: The central monitoring system is the core of the platform. It consists
of software and hardware components that receive, process, and store the data from the sensors.
This system often operates on a cloud-based or on-premises server.
4. Data Analytics and Visualization: The platform employs data analytics and visualization tools to
process and present the collected data in a user-friendly format. Users can access this data through
a web-based dashboard or a mobile application. The visualization may include charts, graphs, and
alerts to help users understand the status of their compressed air systems.
5. Fault Detection and Predictive Maintenance: The platform uses algorithms and machine learning
techniques to identify anomalies and potential issues within the compressed air system. It can
provide real-time alerts and predictive maintenance recommendations to prevent breakdowns and
reduce downtime.
6. Efficiency Monitoring: Monitoring the energy consumption of the compressed air system is a vital
aspect of the platform. It helps users optimize energy usage and reduce operational costs by
identifying areas of inefficiency.
7. Reporting and Historical Data Analysis: Users can generate reports and analyze historical data to
track system performance over time. This information can aid in making informed decisions about
system upgrades, maintenance schedules, and energy-saving initiatives.
8. Security and Compliance: Security measures are essential to protect the data and the compressed
air system from unauthorized access or cyber threats. The platform adhere to relevant industry
standards and compliance requirements.

In conclusion, a compressed air remote monitoring platform provides a comprehensive solution for
monitoring, managing, and optimizing compressed air systems remotely. It offers real-time data,
analytics, and control capabilities to ensure the efficient and reliable operation of these critical
systems while reducing operational costs and downtime.

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II. Connected Air Solutions® - IIoT Compressed Air Remote Monitoring Platform

The Connected Air Solutions® Remote Monitoring Platform is a cutting-edge and versatile system
designed to provide comprehensive oversight and control of your air compressor systems. This
platform offers seamless support for three distinct gateway models: owa450 (iConn or Helix) and
owa3X (iConn).

Key features:

Multi-Gateway Compatibility: The platform's standout feature is its ability to interface with various
gateway models. Whether you are using the owa450 (iConn or Helix) and owa3X (iConn) our platform
ensures seamless integration, allowing customers and distributors to effortlessly manage their air
compressor systems regardless of the gateway in use.

Real-Time Monitoring (HD mode): Stay informed about the status of your air compressors in real-
time. Monitor vital metrics such as pressure levels, temperature, and operational efficiency, enabling
you to make data-driven decisions and ensure optimal performance.

Alerts and Notifications: Receive instant alerts and notifications for critical events and system
anomalies. Proactive notifications empower you to address issues promptly, minimizing downtime
and potential disruptions to your operations.

Historical Data Analysis: Access historical data to analyze trends and performance over time. This
feature aids in predictive maintenance planning and helps optimize system efficiency – coming soon.

User-Friendly Interface: Our intuitive user interface simplifies navigation and data interpretation,
making it accessible to users of all experience levels.

Shared User Accounts: Collaborate with team members by using Shared User Accounts. Multiple
users can access the platform simultaneously using the same user account, enhancing teamwork and
facilitating efficient communication.

Scalability: Whether you have a single air compressor or a complex network of systems, our platform
scales to meet your needs. It adapts to the size and complexity of your air compression infrastructure.

Secure and Compliant: We prioritize the security of your data. The platform adheres to industry-
leading security standards and data protection regulations to ensure the confidentiality and integrity
of your information.

Connected Air Solutions® remote monitoring platform is your trusted partner for maintaining peak
performance and reliability in your air compression systems. With support for multiple gateway
models and a range of powerful features, it empowers you to take control of your operations and
achieve greater efficiency. Stay connected, stay in control, with Connected Air Solutions®.

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II.1 Privacy and Data Protection statements

The below statement addresses the compliance of Connected Air Solutions® through iConn and Helix
IIoT devices with GDPR regulations and clarifies the data collection and usage practices.

Compliance with GDPR in Connected Air Solutions® Data Collection - Connected Air Solutions®
ensures full compliance with the General Data Protection Regulation (GDPR) by adhering to strict data
collection and usage practices. It is important to note that GDPR primarily focuses on the collection
and utilization of private data, whereas iConn and Helix IIoT devices exclusively gather machine data,
specifically operating parameters.

Email Data Usage: In instances where email details are entered into the Connected Air Solutions®
platform, this practice remains in full compliance with GDPR regulations. Email addresses are
collected with the explicit consent of individuals who are receiving errors, warnings and info. These
email addresses are used solely for legitimate business purposes, ensuring compliance with privacy
regulations.

Consent and Data Control: Your information is added to the system only after you have granted
consent to receive compressor error, warnings, and information. Moreover, the platform allows users
to request changes or complete removal of their details at any time, ensuring users have full control
over their data.

Data Ownership: It is important to clarify that the owner or company utilizing the compressor retains
complete ownership of the data collected. Connected Air Solutions® operates as an open platform,
providing users with unrestricted access to their data. There are no closed circuits or restrictions in
place to conceal or limit access to your data.

Trust and transparency are core principles in our approach. We prioritize data protection and
compliance with privacy regulations to ensure a secure and accountable data management
environment within Connected Air Solutions®.

Please visit the Information section of Connected Air Solutions® platform for more details by
accessing this link: https://www.connectedairsolutions.com/uv2/privacy

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II.2 Security statements

iConn and Helix IIoT solutions prioritize the security and integrity of your data and systems. Here are
key points to understand:

No Access to Company Networks or Wi-Fi: iConn and Helix IIoT solutions are standalone devices and
do not have the capability to access your company network, computers, or Wi-Fi. They exclusively
rely on 2G/3G/4G mobile networks for communication.

Isolated Data Collection: These devices do not have the ability to access your customer's networks
either. They strictly collect machine data, including compressor and dryer measurements such as Flow
Rate, Pressure, Temperature, Current, Speed, Power, Voltage, Vibration, Frequency, Hours (Time),
Compressor/Dryer status, and alerts triggered by the Compressor/Dryer controller. None of this data
is considered sensitive.

Data Security: iConn and Helix devices are designed with robust security measures. They are
completely ring-fenced, meaning they can only collect data from the compressor's controller. They
do not have the capability to send data, and therefore, no external commands can be passed on to
the controller. This ensures that the controller cannot be affected, hacked, or remotely controlled
through the Connected Air Solutions® Remote Monitoring platform.

Protection against Malicious Actors: The security design of iConn and Helix solutions mitigates any
risk of malicious interference. Hackers cannot manipulate or control your compressor or production
through these devices, ensuring the safety and continuity of your operations.

The primary focus of iConn and Helix IIoT solutions is to provide secure, real-time monitoring and
data collection, offering peace of mind to users by safeguarding critical industrial processes and
systems.
Please visit the Information section of Connected Air Solutions® platform for more details by
accessing this link: https://www.connectedairsolutions.com/uv2/privacy

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II.3 Available Languages / Measurements units

 Currently, Connected Air Solutions® Remote Monitoring platform is available in three


languages: English, German, and French. Adding new languages is the subject of future
development.
 For the moment, into the Connected Air Solutions® Remote Monitoring platform, the data
point’s measurement units are available only in metric system. Adding imperial units is the
subject of future development.
 The data point’s translation into multiple languages is also subject to future development.

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II.4 Accessibility

Connected Air Solutions® is a Cross-Compatible Browser Platform, meaning that it is compatible with
the most common browsers worldwide:

Connected Air Solutions® allows the usage of Shared User Accounts, permitting multiple users to
access the platform using the same user account simultaneously.

Users can access the Connected Air Solutions® platform on their mobile device through a web
browser; however, there is no dedicated iOS or Android mobile app available.

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II.5 Compatibility - IIoT devices supported by Connected Air Solutions®

The Connected Air Solutions® Remote Monitoring Platform is a cutting-edge and versatile system
designed to provide comprehensive oversight and control of your air compressor systems. This
platform offers support for three distinct gateway models: Owa450 and Owa3X.

iConn - represents Ingersoll Rand's IIoT solution name for Gardner Denver / Compair / Champion/
Hydrovane / Robuschi/ Beliss and Morcom/ Reavell compressors.
Helix – represents the Ingersoll Rand's IIoT solution for Ingersoll Rand / OMI / Plurifilter compressors
and dryers

iConn and Helix comes as two different types of gateways: owa450 and owa3X. For more technical
details of these gateways, please visit our partner’s website: https://www.owasys.com/en/products

 An iConn device is compatible with a machine branded Ingersoll Rand / OMI / Plurifilter and
viceversa, a Helix is compatible Ingersoll Rand's IIoT solution name for Gardner Denver / Compair /
Champion/ Hydrovane / Robuschi/ Beliss and Morcom/ Reavell compressors.

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II.6 Compatibility - Controllers supported by iConn, Helix and Connected Air Solutions® portal

This section of the distributor's user guide serves as the definitive resource for gaining insights into
the compatibility of controllers integrated with our iConn and Helix gateways. Here, you will find
comprehensive information to ensure integration and optimal performance of your monitoring and
control systems. In the below list you will find the tenant (brand) name, controller model, the unique
number we allocate to each controller and the legacy, GD or IR.

The compatibility of controllers is subject to updates, and Ingersoll Rand may incorporate new
controllers. Therefore, we encourage you to regularly consult our guide for the most up-to-date list
of compatible controllers to stay informed.


An iConn device is compatible with a machine branded Ingersoll Rand / OMI / Plurifilter and viceversa,
a Helix is compatible Ingersoll Rand's IIoT solution name for Gardner Denver / Compair / Champion/
Hydrovane / Robuschi/ Beliss and Morcom/ Reavell compressors.


It is important to note that once an iConn or Helix device is installed and configured on a compressor
with one of the controllers listed in the Compatibility List, it cannot be used on another compressor.
If for any reason you need to reuse one of the iConn/Helix, is mandatory to inform us in advance by
providing us the following information: Iconn/Helix IMEI number, initial compressor serial number
and controller model, future compressor serial number and the controller model. Related to previous
statement, it is mandatory to report us the faulty units and the intention to replace the faulty device
with a new one, by providing the old IMEI number, the compressor serial number and the new IMEI
number. It is important to emphasize that deviating from the specified procedures may indeed result
in historical data loss.

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III. Core structure of Connected Air Solutions® remote monitoring platform

The Connected Air Solutions® remote monitoring platform offers a user-friendly interface designed
to streamline your asset management experience. In this section of the distributor’s user guide, we
will explore the core sections of the platform, helping you navigate its various features and
functionalities. Connected Air Solutions® Remote Monitoring platform consists of various sections or
modules, each designed to serve specific functions and provide users with access to different features
and information. Users can typically navigate between these sections to access the tools and
information they need to monitor and manage their assets effectively.

III.a Connected Air Solutions® Logo:


the logo serves a visual representation and symbol of the platform. Clicking on it, regardless of your
current location in the platform, will instantly redirect you to the Assets section.
b. Assets section: click here to access and manage your assets effectively. This section is the place
where you can view and organize your portfolio of installed devices.
c. Map section: this section allows you to visualize the geographical locations of your customer's
assets. To utilize this feature, you will need to input your customer's address into the platform.
d. Monitoring section: in the Monitoring section, you will find the Pending Alerts list. Stay informed
about any pending alerts related to your assets in this dedicated area.
e. Admin section: the Admin section serves as your command center for asset administration. Here,
you can create ORGANIZATIONS (customer folders, place where you see the overview of assets and
users from the below hierarchical sub-levels) and TEAMS (place where you can manage users,
allocate permissions, assign assets, and configure Alarms forwarding settings).
f. Information section: The Information section grants access to essential resources, like Imprint,
Privacy Policy, and the platform's Terms and Conditions.

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In the next pages, you will gain a comprehensive understanding of how to navigate and leverage the
core sections of the Connected Air Solutions® remote monitoring platform, empowering you to
effectively monitor and manage your assets.

III.b Connected Air Solutions® - Assets section

In the Connected Air Solutions® remote monitoring platform, the Assets section is located at the top
and serves as the primary gateway for managing and monitoring your assets.
Within the Assets section, you can access an organizational tree that provides a hierarchical view of
your assets. This tree structure helps users understand the organization's layout and how assets are
categorized and grouped.
The Assets section presents the managed list of assets, allowing users to quickly scan and identify the
various assets under their purview. This list provides a convenient overview of all assets within the
organization.
Detailed Asset Information: by clicking on individual assets within the list, users can access more
detailed information about each asset. This includes in-depth insights, performance data, status
updates, and other relevant details specific to the selected asset.
The Assets section in the Connected Air Solutions® platform simplifies asset management and
monitoring by offering an organized view of assets and easy access to detailed information. It serves
as a valuable resource for users to maintain and optimize their connected assets effectively.

 Assets: by clicking on Assets in the Left Menu, you can access an overview of all your assets.
Additionally, if you are in a different section and click on the Connected Air Solutions® logo, it will
also redirect you to the Assets overview.
 Burger menu (≡): the burger menu icon allows you to toggle the visibility of the Left Menu,
providing more screen real estate for your workspace.
 Alerts notification bell: located in the top left corner, the alerts notification bell keeps you
informed about any Pending alerts related triggered by your assets.

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 Language selector: use the language selector to choose your preferred language for the platform's
interface.
 Username section: in the top left corner, you will find the username section, displaying your user
profile information.
 Organizations tree: the organizations tree is a hierarchical representation of your customers’
ORGANIZATIONS and their associated TEAMS, helping you organize your assets efficiently.
 Pin Organization tree: you can pin 📌 or unpin the organization tree to hide or show it, depending
on your preference.
 Asset view options: you can choose to view your assets as a list or as thumbnails with large icons,
offering flexibility in asset visualization.
 Search bar: utilize the search bar to search for assets using criteria such as IMEI number,
compressor/dryer serial number or asset name.
 Online assets selector: the Online selector displays devices that are currently online, providing
real-time status information.
 Monitored assets selector: this section displays assets with the monitoring dashboard (data
points graphs) enabled.
 Asset listing area: Here, you will find the list of your assets, each with relevant details and status
indicators.
 Items per page: customize the number of assets displayed per page by selecting from three
options: 20, 50, or 100.
 Browse asset pages: use the navigation arrows to move between listed asset pages, either to
the left or right.

Having access to these core elements enables users to efficiently navigate and manage their assets
within the Connected Air Solutions® remote monitoring platform. These fundamental components
provide users with the necessary tools and information to monitor, maintain, and optimize their
assets effectively, ultimately contributing to enhanced operational efficiency and reliability.

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III.c Connected Air Solutions® - Map section

The Map section in Connected Air Solutions® offers a visual representation of your devices and their
statuses, providing you with a comprehensive overview of your assets. Below we will present a
description of features and functionalities of this section:

 Accessing the Map: To get started, navigate to the Map section located in the Left Menu. It is the
second section available right after the Assets section.
 Search functionality: Within the visualization area of the Map section, you will find a search bar.
This search bar allows you to locate a specific device effortlessly. You can search for a device using
various parameters such as its IMEI number, compressor/dryer serial number, or simply by entering
its device name. Once you initiate the search, the device will be promptly displayed on the map.
 Alerts selector: Click on the Alerts selector to streamline your view. By doing so, you will
exclusively display devices that currently have pending alerts. This feature helps you prioritize devices
that require immediate attention.
 Online status selector: For real-time monitoring, the online selector is a valuable tool. It filters the
map display to show only those devices that are currently online. This enables you to focus on devices
actively connected to the platform.
 Monitored selector: The Monitored selector is ideal for visualizing devices with the Monitoring
dashboard (graphs dashboard) enabled. It allows you to easily identify and track these devices on the
map.
 Device status indicators: To provide quick insights, the location pins of your devices are color-
coded based on their status. This color scheme is designed to reflect the criticality of any alerts or the
overall status of the device.

Asset not monitored – device having the Monitoring dashboard (graphs dashboard) disabled.
Asset is monitored and offline – the Monitoring dashboard (graphs dashboard) is enabled, but the
device status is offline.

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Asset is monitored and online – a device for which Monitoring dashboard (graphs dashboard) is
enabled and his status is online
Warning - a device with a Pending Alert (Warning criticality)
Error – a device with a Pending Alert (Error criticality)
 Map display options: You have several map display options to choose from, including Map, Map
and Terrain, Satellite, and Satellite with Labels overlays. Select the one that suits your preference.
 Exploring the Map Window: This is where you will visualize your devices and their statuses in a
geographical context. The Map window is your central hub for tracking and managing your assets
efficiently.
With these features and functionalities, the Map section in Connected Air Solutions® offers a
powerful toolset for visualizing, managing, and staying informed about your connected devices and
their statuses.
 Fullscreen mode: You can also switch to full screen mode for a more detailed view of the map.
 Google StreetView: If Google has captured street-level images in your customer's area, you can
access Google StreetView by clicking and dragging the small yellow man icon onto the map.
 Zoom in/zoom out: Use the "+" and "-" buttons on the map or simply scroll in or out to zoom in
and out of the map.

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III.d Connected Air Solutions® - Monitoring Section

The Monitoring section in Connected Air Solutions® serves as a dedicated platform area where users
can easily access and visualize an overview of pending alerts. This section provides a concise and
focused view of alerts that require attention.

 Access the Monitoring section: into the Left Menu, click on Monitoring.
 Pending Alerts sub-menu: once you click on the Monitoring section, it will open the Pending Alerts
sub-menu. Here, you can access an overview of your pending alerts, which will be displayed in the
visualization area of the platform.
Pending Alerts Table: within the Pending Alerts sub-menu, you will find a table displaying pending
alerts. This table includes several columns to provide essential information about the alerts.
 Level: the Level column refers to the criticality level of the alert. It typically categorizes alerts as
Error, Warning, or Info, helping users quickly assess the severity of the issue.
 Asset: in the Asset column, you can see the device name associated with the alert. This helps
identify which specific device triggered the alarm.
 Location: this column specifies the place where the alert is stored. It is typically identified as Cloud
indicating the source or origin of the alert.
 Name: refers to the specific alarm message that provides information about the triggered alert.
This message is typically similar to the message displayed in the controller. For a deeper
understanding of the alarm and its meaning, users are encouraged to refer to the controller's user
manual, where they can find comprehensive information and guidance related to the alert messages
and their implications. The Name field serves as a quick reference, and the controller's manual
provides in-depth insights for effective troubleshooting and resolution.

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 Alert Description: the Alert Description column provides a brief description of the alert. It often
references the native code or alarm code that appears in the controller and can be found in the
controller's user manual for further details.
 Acknowledged: the Acknowledged column indicates whether the alert has been acknowledged or
not. It is displayed as Yes if the alert has been acknowledged, or No if it hasn't.
 Last Occurrence of an alert: this field displays the date and time of the most recent occurrence of
the alarm. Users may also be able to add comments or additional information related to the alarm in
this field.
 Exceeded/Subceeded: this field may be used to indicate whether a particular alarm has exceeded
or subceeded certain thresholds. This functionality is usually associated with threshold alarms and
provides additional context regarding the alarm condition. It has no utility yet.
 Items per page: customize the number of assets displayed per page by selecting from three
options: 20, 50, or 100.
 Browse asset pages: use the navigation arrows to move between listed asset pages, either to
the left or right.

These columns in the Pending Alerts table offer a comprehensive view of the alarms associated with
your assets, allowing you to quickly assess their criticality, device origin, status, and more.

The Monitoring Section simplifies the process of staying informed about critical alerts within the
Connected Air Solutions® platform, enabling users to take timely actions to address issues and
maintain the reliability of their assets.

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III.e Connected Air Solutions® - Admin section

The User Management section within the Connected Air Solutions® platform is a pivotal hub for
managing user access, permissions, alerts and organizational structure. It empowers Executives
(Distributor main user delegated by his ORGANIZATION to administrate the assets, users,
directories into the new Connected Air Solutions® platform) is with the tools to efficiently configure
and oversee organizations, user accounts, teams, alerts forwarding lists and organizational
hierarchies.

 Accessing User Management: to begin managing users and their permissions, start by accessing
the Admin section of the platform from the Left Menu.
 Navigating to User Management - within the Admin section, locate and click on the User
Management option.
 Hierarchical organization path: at the top of the User Management page, you will find a
hierarchical path display. This path visually represents the organizational structure and TEAMS
associated with your current selection. It provides a clear view of your location within the
organizational hierarchy.
 Search functionality: a search bar is available at the top of the User Management page. This search
bar allows users to efficiently search for assets, users, ORGANIZATIONS or TEAMS, simplifying the
process of finding specific items within the platform.
 ORGANIZATION and TEAM structure tree: the User Management section typically presents a tree
structure representing your ORGANIZATIONS and TEAMS. This visual representation helps users
understand the hierarchical structure of their organization.
 Current Location Indicator: a display on the page indicates the current location within the
organizational structure. For example, it may indicate that you are currently within the assets TEAM.
 Tabs for in-depth details: the User Management page contains four tabs, each serving specific
purposes. These tabs provide detailed information and functionalities for managing users and

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permissions effectively. Further details about these tabs are often explained in-depth in later
chapters of the user guide.
 DETAILS tab: within an ORGANIZATION (customer folders, place where you see the overview of
assets and users from the below hierarchical sub-levels) and TEAMS (place where you can manage
users, allocate permissions, assign assets, and configure Alerts forwarding settings), the DETAILS tab
serves as a dedicated section where users can access comprehensive information and specific
attributes related to that organization. This tab provides in-depth insights, configuration settings, and
relevant data associated with the selected organization.
 ASSETS tab: in the ASSETS tab of an ORGANIZATION (customer folders, place where you see the
overview of assets and users from the below hierarchical sub-levels) and TEAMS (place where you
can manage users, allocate permissions, assign assets, and configure Alerts forwarding settings),
users will find a range of features and information aimed at efficient asset management and
monitoring.
 USERS tab: in the USERS tab within an ORGANIZATION (customer folders, place where you see the
overview of assets and users from the below hierarchical sub-levels) and TEAMS (place where you
can manage users, allocate permissions, assign assets, and configure Alerts forwarding settings),
users can access and view a list of users associated with that specific group. This facilitates user
management and collaboration within the organization.
 NOTIFICATIONS tab: the NOTIFICATIONS tab of an ORGANIZATION (customer folders, place
where you see the overview of assets and users from the below hierarchical sub-levels) and TEAMS
(place where you can manage users, allocate permissions, assign assets, and configure Alerts
forwarding settings), is an important location or section where recipients who will receive alerts
notifications by e-mail. This tab is essential for configuring and managing how alarms and
notifications are distributed to specific individuals or groups within the platform. Further instructions
on setting up alarms forwarding are usually provided in a dedicated chapter of this user guide.

The User Management section is an essential part of Connected Air Solutions®, offering powerful
tools and functionalities for managing organizations, teams, users, assets and alerts notifications, all
while providing a clear view of the organizational structure. It plays a vital role in ensuring efficient
operation and collaboration within the platform.

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III.f Connected Air Solutions® - Information

The Information section in Connected Air Solutions® provides users with essential resources and legal
documentation to ensure transparency, compliance, and access to relevant information. Here is a
brief description of the components within this section.

 Imprint: the Imprint section contains important legal and contact information about the platform's
company. This includes details such as company name, address, contact information, and legal
representatives. It is a key resource for users seeking to establish formal communication.
 Privacy: the Privacy section outlines the platform's privacy policies and practices. It provides users
with insights into how their personal data is collected, used and protected. Privacy policies are
essential to ensure compliance with data protection regulations and to maintain user trust.
 Terms & Conditions: the Terms & Conditions section lays out the Connected Air Solutions®
platform's usage terms and legal agreements. It specifies the rights and responsibilities of both users
and the platform provider. Users are typically required to accept these terms before using the
platform, making this section relevant for legal compliance and understanding the rules of
engagement.
Each component of the Information section plays a distinct role in enhancing user experience, legal
compliance, and transparency within the Connected Air Solutions® platform. Users can refer to these
sections for valuable information and guidance related to their interactions with the platform and its
services.

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IV. Connected Air Solutions® user access
IV.a User access - User login

Logging into your account is the gateway to accessing Connected Air Solutions® platform, and in this
chapter, we will provide you with clear, step-by-step instructions to make this process as seamless as
possible. Whether you are a new user or just need a quick refresher, this guide will walk you through
the login procedure, ensuring that you can effortlessly access your account and make the most of our
offerings. Let us get started with the easy steps to log in.

To access the Connected Air Solutions® remote monitoring platform, please open a web-browser and
navigate to the platform URL: https://www.connectedairsolutions.com
 To avoid any phishing attempts and be redirected to illicit pages, please make sure that in the
browser search bar the lock symbol appears in front of Connected Air Solutions® URL.

The first interaction of a user with the Connected Air Solutions® is the landing page interface.

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 Into the Login section, please type your Username.

 Enter the Password.


Password must contain at least 10 characters included uppercase, lowercase letters, digits and
special characters. Please also consider that the password is cAsE sEnSiTiVe.
 Please read and accept our Connected Air Solutions® platform terms and conditions. To review
the Terms & Conditions for the Connected Air Solutions® platform, you can typically access them
through the provided link or by visiting the Information section of the platform.
https://www.connectedairsolutions.com/uv2/terms-conditions
 Click on LOGIN button.

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IV.b User access - User Log-out

To log-out from Connected Air Solutions® portal, go to the upper right corner of the portal page and:
 Click the downward arrow near your username.
 Click on Log-out.

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IV.c User access - Forgot password?

This user guide section is dedicated to the systematic process that will assist you in regaining access
to your Connected Air Solutions® portal user account. Losing or forgetting your password can happen
to anyone, but with our simple instructions, you will be back in control of your account in no time.
Please read on to learn how to easily reset your password and ensure uninterrupted access to our
services.

 On the landing page, into the Login section, Click on the Forgot password? button.
 Into the User section, add your username.
 Click on the RETRIEVE PASSWORD button.

Check your email inbox and click on the link to reset password. Please verify also the junk email/spam
folder in case the automatic email was not received in Inbox.

Click on the Reset here link.

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 Add your New Password.
 Repeat Password. If the password added to the field from step 4 does not match with the one
provided in the field from step 5, you will see this message:
”This password doesn't match the given one above or the new password is similar to the old one”
 Click on the RESET PASSWORD.

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IV.d User access - Change language

The default Connected Air Solutions® portal language is English, with two additional language options
currently available: German and French.
To change the default language:
 Go to the upper right corner of the portal page and click the downward arrow to display the other
two currently available language options.
 Select Deutsch or Français, if needed.

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IV.e User access - Manual password change of login password

This section will walk you through the steps required to update the login password of a Connected
Air Solutions® user account, which will ensure the security and accessibility of your account.

 Go to the upper right corner of the Connected Air Solutions® page and click the downward arrow
near your username. Click on Profile.
 Click on the CHANGE PASSWORD.
 Into the Edit Password section, please add the Old Password.
 Add your new Password.
 Repeat Password – add the password from step 5.
If the password from step 5 does not match with the one from step 4, you will see this message:
”This password doesn't match the given one above or the new password is similar to the old one”
 Click on SAVE to save your new password.

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V. Connected Air Solutions® platform Organizational Tree Standard Structure

The standard organizational structure of the Connected Air Solutions® platform consists of
ORGANIZATIONS and TEAMS.
These are the symbols used within What is an ORGANIZATION? An ORGANIZATION in the
the hierarchical tree to denote an Connected Air Solutions® platform functions as a central
ORGANIZATION and a TEAM. hub comprising standard folders and customer folders. It
serves as a place where you can access an overview of assets
and users across hierarchical sub-levels. Here, you can also
allocate Admin rights to users, providing administrative
privileges for all the Organizations and Teams nested within
the hierarchy.

What is a TEAM? A TEAM in the Connected Air Solutions® platform serves as a hub where you
can effectively manage users, allocate permissions and Admin rights specifically at the TEAM
hierarchical level, assign assets, and configure Alert forwarding settings for streamlined user and
asset management.

Below, you will find a typical hierarchical structure that we propose for managing your
ORGANIZATION as DISTRIBUTOR and your CUSTOMERS ORGANIZATIONS:

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V.1 The structure of an ORGANIZATION

To clarify the meaning of an ORGANIZATION in the Connected Air Solutions® platform, please
consider that:

Level 0: An ORGANIZATION at this level represents the equivalent of a distributor's main folder. It
serves as the highest level of organizational structure.

Level 1: Within this main ORGANIZATION folder (level 0), it is mandatory to maintain as standard
ORGANIZATION subfolders such as ALL ASSETS, CUSTOMERS and PENDING. These ORGANIZATION
subfolders help in organizing and categorizing assets and customer-related information efficiently.

Level 2: ORGANIZATION sub-subfolders can be created within the ORGANIZATION structure to


further segment and organize data. For example, you can create sub-subfolders for specific regions,
provinces, states, or territories, depending on your organizational needs.

Level 3: At this level, ORGANIZATION sub-sub-subfolders can be established to represent individual


CUSTOMERS within a particular region or category. This allows for granular management of data
related to specific customers or entities.

 An Organization can contain as many sub-organizations as needed. Within an ORGANIZATION or


a SUB-ORGANIZATION, users can create as many TEAMS as necessary.

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V.2 The structure of a TEAM

A TEAM a directory type at the lowest level within an ORGANIZATION, and it can only be created
within an ORGANIZATION. It is denoted by the color yellow in the image below.

A TEAM serves as the space within an ORGANIZATION where you can efficiently manage users,
allocate permissions, assign assets, and configure Alert Forwarding settings (alert e-mail
notifications). Within a TEAM, you have the ability to perform the following actions:

Allocate permissions for users, differentiating between those from your company (Company Internal
Users) and customers (CustomerPlus). For specific permission details, refer to the Permission Groups
chapter.

Configure alert-forwarding settings, enabling the addition of recipients who can choose their
preferences regarding receiving all alarms or selecting alarms based on criticality levels (Error,
Warning, and Info). For detailed information on configuring alarms, refer to the alarms section.

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V.3 Functions comparison between a TEAM and an ORGANIZATION
V.3.1 comparison between a TEAM and an ORGANIZATION – at the ORGAZANIZATION level

Action ORGANIZATION TEAM Explicative details


You have the capability to create an ORGANIZATION
create within another ORGANIZATION in the Connected Air
ORGANIZATION   Solutions® platform, but this action is not supported
within a TEAM.
1. ORGANIZATION

In the Connected Air Solutions® platform, you can move


move
ORGANIZATION   an ORGANIZATION only into another ORGANIZATION,
but you cannot move an ORGANIZATION into a TEAM.
Copying an ORGANIZATION into another
ORGANIZATION or into a TEAM is not a supported action
copy in the Connected Air Solutions® platform. This limitation
ORGANIZATION   is in place to maintain the integrity of the organizational
structure and prevent unintended duplication of data
and entities.

V.3.2 comparison between a TEAM and an ORGANIZATION – at the TEAM level

Action ORGANIZATION TEAM Explicative details


In the Connected Air Solutions® platform, you can create
a TEAM within an ORGANIZATION, but it is not possible
create TEAM   to create a TEAM within another TEAM. Additionally, you
cannot create a standalone TEAM that is not part of an
ORGANIZATION.
In the Connected Air Solutions® platform, you can move
move TEAM   a TEAM into an ORGANIZATION, but you cannot move a
TEAM within another TEAM.
2. TEAM

In the Connected Air Solutions® platform is possible to a


copy TEAM   TEAM into an ORGANIZATION, but you cannot copy a
TEAM within another TEAM.
When creating a new TEAM in the Connected Air
Solutions® platform, it is important to assign
add PERMISSION PERMISSION GROUPS specific to that TEAM's purpose
GROUPS for a   and usage. If you are creating a TEAM for one of your
TEAM customers, it is mandatory to assign CustomerPlus
PERMISSION GROUPS to your customers’ users and
customer assets TEAMS.

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V.3.3 comparison between a TEAM and an ORGANIZATION – at the USER level

Action ORGANIZATION TEAM Explicative details


In the Connected Air Solutions® platform, you can create
USERS only within a TEAM, but not into an
ORGANIZATION. However, within an ORGANIZATION,
you can visualize an overview of all users from all the
create USER   below levels hierarchical TEAMS. This structure allows
for user management and access at the TEAM level while
providing visibility of all users within the broader
organizational context.

In the Connected Air Solutions® platform, you can move


a USER from one TEAM into another TEAM. However, it
is not possible to copy a USER into an ORGANIZATION. At
add/copy USER   the ORGANIZATION level, you will have the podibility to
visualise an overview of all users from the below
hierarchical entities.
Moving an USER into an ORGANIZATION or into a TEAM
is not a supported action in the Connected Air Solutions®
move USER   platform. This limitation is in place to maintain the
integrity of the organizational structure and prevent
unintended duplication of data and entities.
In the Connected Air Solutions® platform, a USER can
only be removed at the TEAM level. When a USER is
 
3. USER

remove USER removed from a TEAM, which is typically part of an


ORGANIZATION, the asset will no longer appear in the
USERS list overview of that ORGANIZATION.
In the Connected Air Solutions® platform, the allocation
of Admin rights and PERMISSION GROUPS to a USER is
handled as follows:
TEAM Level: You can grant ADMIN rights to a USER at
the TEAM level. However, at this level, the USER you are
not able to assign PERMISSION GROUPS.
ORGANIZATION Level: If you want to allocate to a USER
Admin rights of an ORGANIZATION, you can allocate
them PERMISSION GROUPS at this level. It is important
to note that if the USER is a customer, as mandatory
rule please allocate them only CustomerPlus
make Admin   PERMISSION GROUPS to ensure they have appropriate
access rights within the organization. Mandatory is also
to allocate CustomerPlus Permission Groups to a user
only for his Customer TEAM or CUSTOMER
ORGANIZATION.
In the Connected Air Solutions® platform, the
allocation of Admin rights for a USER is independent,
meaning it is not tied to a specific organization or
TEAM. You can assign Admin rights to a USER at the
ORGANIZATION level, and it does not necessarily have
to be within a TEAM, and vice versa.

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In the Connected Air Solutions® platform, you can
remove Admin rights for a user at either the TEAM level
remove from or the ORGANIZATION level, depending on where the
Admin   user initially received those rights. This flexibility allows
you to adjust user privileges based on changes in roles or
responsibilities within the organization.
In the Connected Air Solutions® platform, you allocate
PERMISSION GROUPS for a USER at the ORGANIZATION
level when you grant the user Admin rights for that
add PERMISSION
specific ORGANIZATION. It is crucial to emphasize that
GROUPS for a   when assigning Admin rights to a customer, especially
USER
when making them an Admin of their own organization,
it is mandatory to assign ONLY CustomerPlus
PERMISSION GROUPS.

V.3.4 comparison between a TEAM and an ORGANIZATION – at the ASSET level

Action ORGANIZATION TEAM Explicative details


In the Connected Air Solutions® platform, you can
allocate ASSETS only to a TEAM, but not into an
ORGANIZATION. However, within an ORGANIZATION,
you can visualize an overview of all assets from all the
allocate asset   below levels hierarchical TEAMS. This structure allows
for user management and access at the TEAM level while
providing visibility of all users within the broader
organizational context.
In the Connected Air Solutions® platform, you can move
an ASSET into another TEAM, which can part of the same
ORGANIZATION or part of different ORGANIZATION. it is
move asset   important to note that you cannot move an ASSET
4.ASSET

directly to an ORGANIZATION, if that ORGANIZATION


does not have a TEAM created. Assets can be allocated
moved/copied/removed only at the TEAM level.
In the Connected Air Solutions® platform, you can copy
an ASSET into another TEAM, and that TEAM which can
be part of the same ORGANIZATION or a different one. It
copy asset   is important to note that you cannot copy an ASSET
directly to an ORGANIZATION, if that ORGANIZATION
does not have a TEAM created.
In the Connected Air Solutions® platform, an asset can
only be removed at the TEAM level. When an asset is
removed from a TEAM, which is typically part of an
remove asset   ORGANIZATION, the asset will no longer appear in the
assets list overview of the ORGANIZATION it was
previously allocated.

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V.3.5 comparison between a TEAM and an ORGANIZATION – at the ALERT level

Action ORGANIZATION TEAM Explicative details


In the Connected Air Solutions® platform, you can set
up alert e-mail notifications at both the TEAM and
ORGANIZATION levels. When you add recipients for
NOTIFICATIONS to a TEAM, the notifications will be sent
for assets within that specific TEAM. However, if you
ALERT

setup alert e-mail add the recipient e-mails at the ORGANIZATION level,
notifications   the e-mail notifications will be sent for all the assets
across all the TEAMS within the hierarchical structure
below that ORGANIZATION.

 We strongly recommend setup Alerts forwarding at


the TEAM level, not on the ORGANIZATION level.

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VI. Admin – User Management
VI.a Admin – User Management - ORGANIZATIONS

An ORGANIZATION within Connected Air Solutions® portal is a hierarchical container or directory


structure designed to help organize and categorize various assets, users, devices, or data associated
with different organizational units or entities. This folder system is instrumental in simplifying the
management and access control of assets and information within the platform, especially in cases
where multiple departments, locations, or entities are using the same platform.

Key attributes and functionalities of an ORGANIZATION directory includes:

Asset Grouping: It allows for the grouping of assets on organizational criteria. This aids in easy asset
identification and management.

User Management: ORGANIZATION directories often enable Executives to assign specific users or
user groups to designated folders, granting them access and permissions relevant to their roles within
that organizational unit.

Access Control: ORGANIZATION directories can have unique access control settings, ensuring that
only authorized personnel can view or manipulate assets and data within that specific folder.

Data Organization: Data collected or generated by assets within a folder can be organized and stored
within an ORGANIZATION directory, making it easier to retrieve and analyze data relevant to a
particular region, province, zone, area, group of customers etc.

Reporting and Analysis: The ORGANIZATION directory structure can facilitate the generation of
reports and data analysis specific to an organization, enabling insights and decision-making tailored
to that entity.

Security and Privacy: The ORGANIZATION directory structure helps in maintaining the security and
privacy of data by limiting access to authorized users and ensuring that sensitive information is
segregated appropriately.

Customization: Executives can often customize folder names, descriptions, and attributes to align
with their organizational structure and naming conventions.

 If your ORGANIZATION and your customers ORGANIZATIONS have created in the previous portal,
your directory structure, users, assets and alarms notifications settings were imported into the new
Connected Air Solutions® portal. Please make sure you verify the imported groups (ORGANIZATIONS
and TEAMS) and contact EMEIA IR IoT support in case something is not clear to you.
The standard of ORGANIZATIONS and assets TEAMS from the old portal will apply also into the new
Connected Air Solutions® portal. That means each Distributor will continue to add new assets, users,
folders (TEAMS and ORGANIZATIONS), customers, alarms forwarding recipients over the imported
data from the old portal.

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VI.a.1 Admin – User Management – standard naming for an ORGANIZATION

The required format for a Distributor ORGANIZATION is depicted in the image below. We kindly
request that you adhere to this structure and refrain from making any alterations to your
ORGANIZATION's configuration.

Following this prescribed format ensures consistency and facilitates efficient management of assets
and data within the platform. Thank you for your cooperation in maintaining this standardized
structure.
Into the new Connected Air Solutions® portal, each distributor folder is designated as
ORGANIZATION. The naming convention for these folders follows the format:
DISTRIBUTOR NAME – Country ISO code-2", for example:
“DISTRIBUTOR NAME – UK"
"DISTRIBUTOR NAME – FR"
"DISTRIBUTOR NAME – ES"
This standardized naming format ensures clarity and consistency in identifying distributor
organizations within the portal, with each name reflecting the distributor's name and the
corresponding ISO country code-2 for their location.

Each Distributor main directory (ORGANIZATION) is structured into three SUB-ORGANIZATIONS


directories:

1. ALL ASSETS: This section serves as a repository for all your assets, presented in a list format. We
strongly recommend against creating additional Organizations or Teams within the "ALL ASSETS"
section. Instead, allocate your devices directly to appear in this list.

 Into the new Connected Air Solutions® portal, the ALL ASSETS directory becomes redundant. For
now, it is there until you decide how you organize in the future.
The ALL ASSETS directory was used in the old portal to setup the alerts notifications to redirect to
distributors’ e-mail address all the alert email notification from all the assets they manage. Into the
new Connected Air Solutions® portal, the alerts forwarding setup has been simplified. If you decide
that the ALL ASSETS is no longer needed, please make sure the assets are allocated to the
CUSTOMERS folder first and contact IoT support to perform this sensitive deletion of ALL ASSETS
ORGANIZATION directory.

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2. CUSTOMERS: In the CUSTOMERS section, the Executives have the flexibility to create multiple
customer-specific ORGANIZATIONS and TEAMS as needed. Each customer's ORGANIZATION should
be named after the customer itself. Within these customer ORGANIZATIONS, you can allocate to the
assets TEAMS the customer's assets, customers users and set up alarm forwarding by adding
designated recipients who will receive email notifications for alarms.

3. PENDING: As an Executive, part of your responsibility is to inform EMEIA IR IoT support and request
asset allocation to the PENDING folder for newly installed iConn or Helix devices. Whenever you
commission a compressor that includes a factory-fitted iConn or Helix device, or when you install a
retrofit iConn or Helix, please promptly notify EMEIA IR IoT support for the allocation of the new asset
to your PENDING folder.
Once the asset is allocated to the PENDING folder, your next step is to assign it to the relevant
Customers ORGANIZATION directory. Ideally, the PENDING folder should remain empty, so it is
essential to periodically clean up this folder by completing the allocation process for new assets. This
organizational structure ensures efficient asset management and allocation within the platform,
facilitating a streamlined process for Distributors while maintaining an organized and up-to-date asset
list. In addition, for each new customer you administrate, you need to create a new ORGANIZATION
directory, placed into the CUSTOMERS ORGANIZATION directory.

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VI.a.2 Admin – User Management – Create ORGANIZATION

To create an ORGANIZATION, please follow the following steps:

 Into the Left Menu, access Admin -> User Management


 Into the ORGANIZATIONS directories tree, click on the “+”
 Select Add organization. The new customer ORGANIZATION should be placed always under
CUSTOMERS ORGANIZATION.
 Add the ORGANIZATION name
 Click on SAVE

After the ORGANIZATION directory (Customer folder) was created, the ORGANIZATION page will
typically display four tabs: DETAILS, ASSETS, USERS and NOTIFICATIONS.

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VI.a.2. ORGANIZATION - DETAILS tab

In the Connected Air Solutions® platform, the ORGANIZATION DETAILS tab serves as a section where
you can access and view comprehensive information and specific attributes related to that
ORGANIZATION. It typically provides in-depth insights, configuration settings, and relevant data
associated with the selected ORGANIZATION. It will receive an extended utility in the upcoming
development phases of the platform.

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VI.a.2. ORGANIZATION – ASSETS tab

In the ORGANIZATION ASSETS tab, you will find a range of features and information to efficiently
manage and monitor assets, including:

Search Bar: This search bar allows users to filter and search for assets using keywords such as asset
name, serial number, tag, or description. It simplifies the process of locating specific assets within
the ORGANIZATION.

Active: refers to the gateway status, is a visual indicator that shows whether the iConn/Helix device
is currently active or inactive. This status helps users quickly assess the status of their gateway
statuses.

Compressor/Dryer Status: Provides information on the status of compressors or dryers. Users can
easily check if the assets they manage are operating as expected. COMING SOON

Image: refers to asset image and it represents an image or visual representation of each asset
(compressor/dryer), aiding in quick identification and recognition.

Serial Number: refers to the compressor/dryer serial number. This column lists the serial number
associated with the compressor or dryer, which is essential for asset identification and tracking.

Tag: Presents the name or label assigned to each asset, making it easier to distinguish assets owner.

Description: Offers a brief description or additional information about each asset, providing context
or details related to its purpose, location, or characteristics.

By clicking on the “⋮”, a window with two options will appear: Asset Details and Edit Asset.
Asset Details will send you the Assets section – Assets Dashboards.
Edit Asset will send you to the Assets Section – GENERAL tab, where you can edit asset details.

 In ASSETS, you can access a hierarchical view of all assets across the TEAMS within different sub-
ORGANIZATIONS.

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VI.a.2. ORGANIZATION – USERS tab

In the USERS tab within an ORGANIZATION of Connected Air Solutions® portal, users can access and
view a list of users associated with that specific group. The displayed user information includes:

Email: The e-mail address associated with each user's account, serving as their primary contact and
login credential.

First Name: The first name of the user, providing a personal identifier.

Last Name: The last name of the user, offering additional identification.

Admin: An indication of whether the user has administrative privileges within the ORGANIZATION.
This status helps distinguish between regular users and administrators with enhanced permissions.

Active: A visual indicator that shows whether the user's account is currently active or inactive. Active
users can log in and use the platform, while inactive users may have restricted access.

Locked: An indicator that shows whether the user's account is locked or not. If there are multiple
unsuccessful login attempts, the user account may be locked. A locked user account is a security
measure implemented to protect against unauthorized access due to multiple failed login attempts.

Last Login: The timestamp of the user's most recent login to the platform, providing insights into their
recent activity – not available yet

 In ASSETS, you can access a hierarchical view of all users across the TEAMS within different
ORGANIZATIONS.

This user list tab is a valuable tool for group administrators to manage and monitor users within their
designated group. It offers quick access to essential user details and allows administrators to make
informed decisions regarding user roles, access privileges, and account status within the remote
monitoring platform.

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VI.a.2. ORGANIZATION – NOTIFICATIONS tab

⚠️ Please avoid using this section to add recipients for Alarms forwarding. In the event that this
occurs by mistake, rest assured that your customer would still receive email alarm notifications.
Our recommendation is to allocate recipient email addresses within the TEAM directory of the
ORGANIZATION, as detailed in the subsequent chapters of this user guide.

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VI.b Admin – User Management - Edit ORGANIZATION

Editing an ORGANIZATION within Connected Air Solutions® portal, refer to name edit and it is a
straightforward process, allowing Executives to rename your customer ORGANIZATION's name. This
feature is particularly useful when there are changes in the ORGANIZATION's name or structure.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directory tree, click on the Customer organization.
 In the Customer organization, click on EDIT ORGANIZATION.
 Rename the Customer ORGANIZATION name.
 Click on SAVE to register this action.

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VI.c Admin – User Management - Move an ORGANIZATION into another ORGANIZATION

The move ORGANIZATION function in Connected Air Solutions® portal allows users to relocate one
ORGANIZATION and its associated TEAMS assets, users and alert configurations into another existing
ORGANIZATION. This feature is useful when restructuring or reorganizing ORGANIZATIONS and
TEAMS within the platform, providing greater flexibility in managing and grouping assets and users
according to changing needs or organizational requirements.

 Into the Left Menu, access Admin -> User Management


 Into the ORGANIZATIONS directory tree, drag and drop Customer ORGANIZATION over the Region
ORGANIZATION and release it.

The above example provided illustrates how to use the move ORGANIZATION into another
ORGANIZATION, to rearrange assets and customers by region within Connected Air Solutions® portal.
This action may result in a more organized and efficient management of assets and customers by
grouping them according to their geographical location or regional categorization.

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VI.d Admin – User Management - Delete ORGANIZATION

Deleting an ORGANIZATION from Connected Air Solutions® platform typically involves specific steps
and requires Executive PERMISSION GROUPS. Below you have a general outline of the process:

 Important Note: Deleting an ORGANIZATION should be done with caution, as it may result in the
permanent loss of the SUB-ORGANIZATIONS and TEAMS and configurations associated with that
organization. Ensure that you have backed up plan before proceeding.

 Into the Left menu, Admin section, please select User Management.
 From the ORGANIZATIONS directories tree, select the ORGANIZATION you want to delete.
 Click on the Delete Organization. The following message will appear “Are you sure you want to
delete this organization? All sub-organizations and team within this organization will also be
deleted. All assets and users remain.”
 Click on CONFIRM. If you have any doubts or lack confidence in performing this action, it is
advisable to exercise caution and consider the potential consequences carefully. Clicking on REJECT
may be the safest course of action in such cases. It is important to seek guidance from a platform's
support team for assistance to ensure that the action is carried out correctly and without unintended
consequences.

⚠️ Ingersoll Rand cannot be held responsible for any difficulties or problems that may arise as a
result of deleting an ORGANIZATION or TEAM. The responsibility for recreating the ORGANIZATION,
along with the associated TEAM/S of the deleted ORGANIZATIONS, lies with the Executives.

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VI.e Admin – User Management – Searching within ORGANIZATION

Browsing through an ORGANIZATION structure within Connected Air Solutions® platform refers to
the process of navigating and exploring the hierarchical organization of assets, users, and data within
the platform. This structure is typically designed to help users efficiently manage and monitor assets
and users based on their roles and responsibilities.

VI.e.1 Search for an asset or user into an ORGANIZATION


VI.e.1.a Search for an asset

To search for an asset into an ORGANIZATION:


 Please access Admin – User Management.
 Into the ORGANIZATIONS directories tree, click on the ORGANIZATION where that asset is located.
 Into the ORGANIZATION ASSETS tab search bar, copy or type your asset.
 Your asset will appear in the list section below the search bar.

VI.e.1.b Search for an user

To search for a user into an ORGANIZATION:


 Please access Admin – User Management.
 Into the ORGANIZATIONS directories tree, click on the ORGANIZATION where that user is located.
 Into the USERS tab search bar, copy or type your user e-mail address.
 Your user will appear in the list section below the search bar.

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VII. Admin – User Management
VII.a Admin – User Management - Create TEAM within an ORGANIZATION

In the Connected Air Solutions® platform, a TEAM in the context of an ORGANIZATION directory
serves as a designated group unit where assets, are allocated, users are created and managed
collectively and alerts notifications recipients are configured. The TEAM's purpose is to facilitate the
efficient monitoring, administration, and collaboration related to specific assets. Here is a description
of steps to create a TEAM within an ORGANIZATION.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATION directory tree, select your customer and click on the “+”.
 Select Add team. The new customer assets TEAM should be placed always under customer TEAM.
 In the Team name field, always add assets name.
 In the Permission Group field, for your customer, always assign CustomerPlus.
 Click on SAVE.

⚠️ Ingersoll Rand cannot be held responsible if you assign Permissions Groups other than those we
recommend, as such actions may result in issues within your folder structure and assets, potentially
causing problems for your customers and your organization.

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After the TEAM directory was created, the new created TEAM page contains four tabs:

VII.a. TEAM – DETAILS tab

In the Connected Air Solutions® platform, the TEAM DETAILS tab serves as a section where you can
access and view comprehensive information and specific attributes related to that TEAM. It typically
provides in-depth insights, configuration settings, and relevant data associated with the selected
TEAM. It will receive an extended utility in the upcoming development phases of the platform.

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VII.a. TEAM – ASSETS tab

In the TEAM ASSETS tab, you will find a range of features and information to efficiently manage and
monitor assets, including:

Search Bar: This search bar allows users to filter and search for assets using keywords such as asset
name, serial number, tag, or description. It simplifies the process of locating specific assets within
the TEAM.

Active: refers to the gateway status, is a visual indicator that shows whether the iConn/Helix device
is currently active or inactive. This status helps users quickly assess the status of their gateway
statuses.

Compressor/Dryer Status: Provides information on the status of compressors or dryers. Users can
easily check if the assets they manage are operating as expected. COMING SOON

Image: refers to asset image and it represents an image or visual representation of each asset
(compressor/dryer), aiding in quick identification and recognition.

Serial Number: refers to the compressor/dryer serial number. This column lists the serial number
associated with the compressor or dryer, which is essential for asset identification and tracking.

Tag: Presents the name or label assigned to each asset, making it easier to distinguish assets owner.

Description: Offers a brief description or additional information about each asset, providing context
or details related to its purpose, location, or characteristics.

By clicking on the “⋮”, a window with two options will appear: Asset Details and Edit Asset.
Asset Details will send you the Assets section – Assets Dashboards.
Edit Asset will send you to the Assets Section – GENERAL tab, where you can edit asset details.

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VII.a. TEAM – USERS tab

In the TEAM USERS tab within a TEAM of Connected Air Solutions® portal, users can access and view
a list of users and their associated with a specific TEAM. The displayed user information typically
includes:

Email: The email address associated with each user's account, serving as their primary contact and
login credential.

First Name: The first name of the user, providing a personal identifier.

Last Name: The last name of the user, offering additional identification.

Admin: An indication of whether the user has admin privileges within the TEAM. This status helps
distinguish between regular users and administrators with enhanced permissions.

Active: A visual indicator that shows whether the user's account is currently active or inactive. Active
users can log in and use the platform, while inactive users will have restricted access.

Locked: An indicator that shows whether the user's account is locked or not. If there are multiple
unsuccessful login attempts, the user account may be locked. A locked user account is a security
measure implemented to protect against unauthorized access due to multiple failed login attempts.

Last Login: The timestamp of the user's most recent login to the platform, providing insights into their
recent activity – not available yet.

The TEAM USERS tab provides several utilities, and while we briefly mentioned some of them in the
following lines, the details of these utilities will be explained further in the upcoming chapters within
the User Management section.

Create new user: Into Connected Air Solutions®, aadding a new user/existing user can be done only
into a TEAM directory into the Connected Air Solutions® and enhances the access control and
collaboration, ultimately optimizing users and assets management and monitoring efforts within the
TEAM and ORGANIZATION.

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Add existing user: Incorporating an existing user into a TEAM within Connected Air Solutions®
platform, benefits both the user and the ORGANIZATION by ensuring that they are working within a
structured framework that supports their role and responsibilities while enhancing collaboration and
access control.

Edit user: Editing a user in Connected Air Solutions® platform can be necessary for various reasons,
each aimed at improving the user experience, ensuring data accuracy, and enhancing security. Editing
user profiles in Connected Air Solutions® is essential for maintaining accurate, secure, and efficient
user management while adapting to evolving organizational needs and security requirements.

Delete user: User management is crucial for ensuring data security, maintaining system integrity, and
aligning access with organizational needs. The main reasons to delete a user from the system are
related to: employee departure, access revocation, accounts cleanup, reorganization etc.

Remove from Admin: When removing admin privileges from a user, it is important to follow proper
procedures, document the changes, and ensure that the user still has the access necessary to perform
their job functions effectively. In case the n Executive assigned Permissions for a user as admin of a
TEAM for a limited time, he can remove those rights using this feature.

Add to TEAM: Adding a user to a TEAM into Connected Air Solutions® can be necessary for several
reasons, all aimed at improving collaboration, access control, and efficient monitoring of assets. This
feature is useful for a team or origination collaboration, access control, asset management,
compressor/dryer close monitoring etc.

Move to TEAM: Moving a user from one TEAM to another within Connected Air Solutions® can be
necessary for various reasons, depending on changes in responsibilities, roles, or organizational
structure. This feature can be useful when the role in the company of a user was changed, project
team changes, departmental organizations, assets re-allocation, cross-functional communication,
asset lifecycle management etc.

Admins: This user list tab is a valuable tool for group administrators to manage and monitor users
within their designated group. It offers quick access to essential user details and allows administrators
to make informed decisions regarding user roles, Permission Groups, and account status within the
remote monitoring platform.

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VII.a. TEAM – NOTIFICATIONS tab

 The TEAM NOTIFICATIONS tab is the mandatory location or section where you must add the
recipients who will receive alarm notifications via e-mail from Connected Air Solutions® platform. This
tab is essential for configuring and managing how alarms and notifications are distributed to specific
individuals within the platform. Later on, in a dedicated chapter, we will explain step-by-step the
Alarms Forwarding setup.

Adding recipients to the TEAM NOTIFICATIONS tab is crucial for ensuring that the right users are
promptly informed of critical events, alerts, or issues related to the monitored assets. It allows for
effective incident response and helps maintain the security and reliability of the monitored systems.

The TEAM NOTIFICATIONS tab is a dedicated section where Executives can configure and manage
the notification settings for alerts generated by assets associated with that TEAM. This tab
encompasses options to designate recipients for specific types of alerts, guaranteeing that they
receive timely notifications about events occurring within their compressors/dryers.

Here, we provide an overview of the essential features and functions typically found in the TEAM
NOTIFICATIONS tab:

All Alarms: This section allows users to add e-mail addresses of recipients who wish to receive alerts
e-mail notifications for all types of alarms generated by the assets allocated to that TEAM. These
notifications will include all the alarms categorized as Error, Warning, and Info.

Error: Users can specify the e-mail addresses of recipients who should exclusively receive alerts e-
mail notifications for critical Error alarms. These alarms typically indicate severe issues that require
immediate attention.

Warning: Similar to Error alarms, this section enables users to add e-mail addresses for recipients
interested in receiving notifications specifically for Warning alerts. Warning alerts typically highlight
issues that may not be as critical as errors but still require attention.

Info: In this part of the TEAM NOTIFICATIONS tab, users can add recipients’ e-mails for Info alerts.
Info alerts convey non-critical information or updates related to assets or the platform.

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By allowing users to customize their notification preferences based on alert severity, the TEAM
NOTIFICATIONS tab ensures that the right people are promptly alerted about the issues and events
within the TEAM. This customization enhances operational efficiency and helps prioritize responses
to critical alerts while reducing unnecessary notifications for less urgent events.

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VII.b Admin – User Management - Edit TEAM

In the Connected Air Solutions® platform, you have the flexibility to edit a TEAM as needed. This
includes the ability to change the TEAM name and adjust PERMISSION GROUPS to ensure that the
TEAM's configuration aligns with your evolving organizational requirements.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select the assets TEAM.
 In the assets TEAMS, please click on the EDIT TEAM. We recommend using name “assets” all the
time, without exception.
 In the Edit Team pop-up window, please type the Team name.
 If you are editing a customer TEAM, please always allocate CustomerPlus Permission Groups.
 Click on SAVE to apply the edit.

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VII.c Admin – User Management - Move TEAM from an ORGANIZATION into another
ORGANIZATION

For efficient data management, in the Connected Air Solutions® platform, you can easily move a
TEAM from an ORGANIZATION to another ORGANIZATION. To achieve this, you can utilize the drag-
and-drop functionality, which is described below:

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select the TEAM you want to move.
 Use the drag and drop function.
 Place your TEAM over the ORGANIZATION you want to move it and release it.
 A pop-up window will appear, please select Move to place your TEAM into the new
ORGANIZATION.

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VII.d Admin – User Management - Copy a TEAM from an ORGANIZATION into another
ORGANIZATION

In the Connected Air Solutions® platform, you can efficiently copy a TEAM into another
ORGANIZATION to streamline data management. This can be accomplished using the drag-and-drop
functionality, as outlined below:

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select the TEAM you want to copy.
 Use the drag and drop function.
 Place your TEAM over the new ORGANIZATION and release it.
 A pop-up window will appear, please select Copy to duplicate your TEAM into the selected
ORGANIZATION.

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VII.e Admin – User Management - Delete TEAM from an ORGANIZATION

Deleting a TEAM from Connected Air Solutions® platform is a significant action that should be
carefully considered and executed. It involves removing a TEAM that likely contains assets, users, and
recipients for alarm notifications. Here are some considerations and steps for deleting a team:

Asset Management: Each TEAM may have assets, assets and alerts forwarding configured. Deleting
a TEAM may affect how those assets are monitored and maintained.

User Access: Users within the TEAM have likely been assigned specific PERMISSION GROUPS.
Deleting the TEAM may affect their ability to monitor assets or perform their tasks.

Alarm Notifications: Recipients for alert notifications are configured at the TEAM directory level.
Deleting a TEAM may result in the loss of alarm notification settings.

assets TEAM structure: Before proceeding with the deletion, please write down your assets TEAM
structure (users, assets, recipients for the alarms forwarding) before deleting it.

 Remember that deleting a TEAM is a significant action that can affect operations and user access.
It should be conducted with caution and a thorough understanding of its implications.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select assets.
 In the assets TEAM, please click on the DELETE TEAM.
 A pop-up window will appear asking “Are you sure you want to delete this team?”
If you have full confidence in this action, click on CONFIRM. If you are not convinced that your action
is safe, please do not proceed.

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VII.d Admin – User Management – Searching within TEAM

Browsing through a TEAM within Connected Air Solutions® platform refers to the process of
navigating and exploring of assets, users, and data within the platform. This structure is typically
designed to help users efficiently manage and monitor assets and users based on their roles and
responsibilities.

VII.d.1 Search for an asset or a user into a TEAM


VII.d.1.a Search for an asset

To search for an asset into a TEAM:


 Please access Admin – User Management.
 Into the ORGANIZATIONS directories tree, click on a TEAM.
 Into the ASSETS tab search bar, copy or type your asset.
 Your asset will appear in the list section below the search bar.

VII.d.1.b Search for a user

To search for a user into a TEAM:


 Please access Admin – User Management.
 Into the ORGANIZATIONS directories tree, click on a TEAM.
 Into the USERS tab search bar, copy or type your user e-mail address.
 Your user will appear in the list section below the search bar.

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VII.e Admin – Asset Management - Allocate assets to a TEAM

Allocating assets to a TEAM in the Connected Air Solutions® platform is a crucial process to ensure
that the correct users can monitor and manage their respective assets. Currently, you can allocate
assets to a TEAM individually, one by one if you have more than one assets to be allocated.

Once allocated, these assets should become visible to the TEAM and ORGANIZATION users who have
received Permission Groups that grant them access. Please double-check the allocation of assets to
ensure that are assigned correctly.

Allocating assets to a TEAM is important to:

Ensure Accountability: By assigning specific assets to a TEAM you establish clear ownership and
accountability for those assets within the organization. TEAM users are responsible for monitoring,
maintaining allocated assets.

Organize Asset Management: Asset allocation helps organize the owners and the service managers
of the assets based on their PERMISSION GROUP, functions, or responsibilities. This ensures that
assets are handled efficiently and in alignment with the company’s objectives.

Optimize Monitoring: TEAM’s users are typically responsible for a specific subset of assets that relate
to their permissions.

Access Control: Allocation of assets involves setting access permissions and rights for the TEAM users.
This ensures that only authorized individuals have access to view and interact with the assets,
enhancing security and data integrity.

Enhance Collaboration: Asset allocation promotes collaboration among TEAM users, customers and
distributors can collaborate effectively when they have access to the assets.

Responsibility Delegation: Team leaders or service managers can delegate responsibilities for specific
assets within their TEAM. Asset allocation clarifies which TEAM members are responsible for which
assets.

Asset Lifecycle Management: Distributors can be responsible for different stages of the asset
lifecycle, such as installation, maintenance, or decommissioning. Asset allocation aligns with these
stages and ensures that assets are managed accordingly.

Efficient Onboarding and Off-boarding: When new TEAM members join or existing members leave,
asset allocation simplifies the process of granting or revoking access to assets, making onboarding
and off-boarding more efficient.

In conclusion, asset allocation to a TEAM in Connected Air Solutions® platform helps organizations
effectively manage their assets, optimize workflows, enhance security, and promote collaboration. It
ensures that assets are used efficiently and in accordance with the companies’ objectives and internal
organization.

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 Into the Left Menu, access Admin -> User Management
 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION and then select assets
TEAM.
 In the assets TEAM, please click on the “+” sign placed in front of the search bar. Then a pop-up
window Add asset to team will appear.
 Type or paste here the IMEI number or the compressor/dryer serial number. Please make sure
that the IMEI number or the compressor/dryer serial number are correct and there is no space in
front or after the letters and digits. Also, please make sure that the IMEI number or compressor/dryer
serial number is correct and matches the reality found in the customers’ compressor room.
 Once the IMEI number or the compressor/dryer serial number appears in the drop-down list,
please proceed by selecting it from the field that appears below your input.
 Click on SAVE. You will receive the confirmation “Asset was successfully added to team” in the
bottom of the page, if the allocation is successful.
 The asset will be available to you in the assets list.

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VIII. Admin – User Management - Permission groups

Permission groups within the Connected Air Solutions® platform are predefined sets of permissions
or access rights that are assigned to particular user roles or categories within the platform's
ecosystem. It is important to note that these Permission groups cannot be modified by the
Executives; they are the responsibility of the IoT support team. These Permission groups serve the
vital purpose of facilitating and managing access control, ensuring that users possess the necessary
permissions to carry out their tasks, all while upholding security and data integrity.

In essence, Permission groups define what actions or operations users within those groups are
allowed to perform within the Connected Air Solutions® platform. For example, the Executives have
extensive permissions to manage the assets, while Customer is limited only to the visualization of
assets. These Permission Groups simplify user management, enhance security, and facilitate efficient
platform administration by organizing users into logical categories with consistent access privileges.

Connected Air Solutions® platform offers three types of Permission Groups:

 Executive
Applies to: Distributor or Direct team person(s) delegated by their organization to manage
assets, customers’ folders, users and alerts notifications setup.

The responsibilities of an Organization Executive of assets include:

User Management: the Executives are responsible for managing and assigning Permissions Groups
to users within their ORGANIZATION. This includes adding new users (for colleagues within the same
organization and especially for customers), change user permissions, and removing users when
necessary.

Asset Management: the Executives oversees the assets assigned to their group, ensuring that assets
are properly categorized, and organized within the platform. This may involve adding, updating, or
removing assets as needed. One of the sensitive aspects of the platform is the way folders TEAMS
and ORGANIZATIONS are managed and named. The assets allocation and naming by manually editing
of the mandatory fields (Compressor/Dryer serial numbers), the manual hours management of
Universal (Digital Input/Output) connections, the selection of compressor/dryer model that allows to
setup the compressor image into the Main Dashboard, etc.

Access Control: Executives role is to set and enforce access controls for their ORGANIZATION assets.
They determine who can view assets within their ORGANIZATIONS and ensure that access is aligned
with company needs and security protocols.

Monitoring and Alerts: the Executives often monitor the status and performance of assets within
their ORGANIZATIONS and TEAMS. They will manage Alerts forwarding notifications for the company
they belong to and for the customers they manage.

Data Security: the Executives ensures the security and privacy of data associated with the
ORGANIZATIONS and TEAMS assets. Assets should be always allocated to their customers TEAMS and
ORGANIZATIONS and a customer should always see only the his own assets, nothing more than that.

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Training and Support: the Executives should provide guidance and support to group members
regarding asset usage and platform features. This includes addressing user inquiries, resolving issues,
and facilitating training as needed. If an Executive is departing from the company or temporarily
unavailable, it is important for them to ensure a smooth transfer of knowledge to a colleague.

Reporting and Analysis: the Executives may generate reports and analyze data related to their
ORGANIZATION assets. This can help in identifying trends, optimizing asset utilization, and making
informed decisions.

Collaboration: the Executives should collaborate with IR IoT support to identify and fix potential
problems and within the organization, with his colleagues, to coordinate asset-related activities,
share insights, and implement best practices.

Platform Updates: Staying informed about platform updates and new features is crucial. The
Executives may assess the impact of these changes on asset management within their
ORGANIZATION and adapt their practices accordingly.

Documentation: Keeping records and documentation related to asset management activities, user
permissions, and access controls is important for accountability and future reference.

Data Manipulation - Deletion

Accidental data deletion can be a critical issue within any data management system. When it occurs,
it often falls under the responsibilities of the Executives to address and resolve. The Executive plays
a crucial role in overseeing and maintaining the integrity of his ORGANIZATION data. Responsibilities
typically include:

Data Recovery: When data is inadvertently deleted, the Executive may be tasked with initiating the
re-creation procedures of the ORGANIZATION structure.

Preventative Measures: the Executive often work to implement safeguards and preventive measures
to minimize the risk of data deletion incidents.

Investigation: Based on the Audit logs, the Executive will determine to verify the logic of allocating
permissions to his users and in case one of the users he manage deleted assets or ORGANIZATIONS
and TEAMS, he will be responsible to re-create the initial structure.

Communication: It is important for the Executive to communicate with affected users and internally
with their managers regarding the accidental deletion, its impact, and any steps being taken to
mitigate the situation. In addition, the Executive should contact the EMEIA IR IoT support to report
the incident.

Documentation: Keeping records of data deletion incidents, recovery efforts, and preventative
measures is essential for future reference and compliance with data management of the Connected
Air Solutions® platform.

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Audit, Review and Data Cleaning: of a platform involves regularly assessing, reviewing, and
maintaining the platform's data to ensure accuracy, integrity, and compliance with standards and
policies.

 Company Internal User


Applies to: Users within an organization who possess access to visualise assets, but are restricted to
manage them (e.g. technicians users, sales users)
The Organization Internal User permission group in a Connected Air Solutions® platform is designed
for users within an organization who have access to visualize assets but are restricted from managing
them. This Permission group is typically suitable for roles like technicians, sales people or other
personnel who need to monitor assets and gather information but should not have control over asset
management.

 CustomerPlus
Applies to: end-customer users will have the capability to view Dashboards, Monitoring, and Alerts,
but will not have the ability to manage the assets. Following the platform's launch, all customers will
have access to the Monitoring dashboard. However, starting in 2024, access to the Monitoring
dashboard will require a paid subscription. We will provide you with further information regarding
the subscription details when the plan will be implemented.

 Your assets, users, and alarm forwarding configurations have been successfully transferred from
the previous portal. However, we kindly request that you review the imported data within the new
platform and promptly report any discrepancies or inconsistencies to EMEIA IoT support team.

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IX. Admin – User Management
IX.1 Admin – User Management - Create user

After creating the ORGANIZATION and TEAM within that ORGANIZATION, the assets were allocated
to your customer ORGANIZATION and assets TEAM; the next step is to create a user account for your
customer. This user account allows your customer to access and monitor the allocated assets within
their designated ORGANIZATION and TEAM.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION and then select assets
TEAM.
 In the assets TEAM, click on the USERS and then please click on the “+” sign placed in front of the
search bar. A pop-up window Create new user will appear.
 Type the customer e-mail address. Please double-check if you typed it correctly and there is no
space in front or after the e-mail address.
 Type the customer first name.
 Type the customer last name.
 Type a temporary password for your customer. Later on, you can send him the instructions on how
to change the temporary password you assigned it, with his own password. Currently, the platform is
not automatically sending e-mails when new user accounts are created. Please use the “eye” symbol
in this field to verify if the password is correct.
 Repeat password. Please use the “eye” symbol in this field to verify if the password is correct in
both fields.
 Click on SAVE. You will receive the confirmation “Added user to team” in the bottom of the page
The new user will be available to you in the users list.

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IX.2 Admin - User Management – Editing the user profile

This process refers to the feature that allows users to modify their personal information and
preferences within the Connected Air Solutions® platform. This involves updating details such as the
username, user first name, user last name, to tailor their experience and ensure accurate account
information within the platform. It is an essential function for maintaining user profiles and ensuring
that the platform aligns with individual user needs and preferences.

 Go to the upper right corner of the Connected Air Solutions® page and click the downward arrow
near your username. Click on Profile.
 If needed, edit your username. We strongly recommend using your e-mail address as username.
 Users can change their first name. This field is provided to correct typos or inaccuracies in the
user's first name after their account has been created. Users can access their profile settings or
account information and make the necessary changes to ensure that their first name is correct.
 Users can change their last name. This field is provided to correct typo errors or inaccuracies in
the user's first name after their account has been created or if the user's last name has changed due
to marriage. Users can access their profile settings or account information and make the necessary
changes to ensure that their last name is accurate.
 Click on SAVE to register any change performed in this Edit User section.

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IX.3 Admin - User Management – Edit profile picture

A user profile picture on Connected Air Solutions® platform is a visual representation or image chosen
by a user to be associated with their account or profile. It serves as a personal or professional
identifier, allowing other users to easily recognize and interact with them within the platform's
community.

Into Connected Air Solutions® platform user profile pictures role is to:
Personalize Profiles: They add a personal touch to user profiles, making them more engaging and
relatable to others.
Facilitate Recognition: Profile pictures help users identify each other visually
Establish Identity: Users can choose images that reflect their individuality, interests, or professional
affiliations.
Enhance Engagement: A profile picture can make interactions more human and friendly, contributing
to a positive user experience.
Foster Trust: Seeing a user's profile picture can enhance trust and credibility when engaging into
platform interactions.

To customize your user profile, Connected Air Solutions® allows the upload of the user profile picture.

 Click on CHOOSE FILE. Here you can upload a picture from stored into your computer.
 Click on UPLOAD. This action will save your profile picture into the Connected Air Solutions® portal.
 Click on DELETE to erase from the system the uploaded profile picture.

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IX.4 Admin – User Management – Add existing user to a TEAM

Within the Connected Air Solutions® platform, in the Admin section of User Management, you can
efficiently add an existing user to a specific TEAM. This process enables you to streamline user
management and assign them to relevant teams as needed. Here is a brief overview of the steps
involved in adding an existing user to a TEAM:

 Navigate to the Admin section in the Left Menu and select User Management.
 Into the ORGANIZATIONS directories tree, choose the customer ORGANIZATION, and then select
the assets TEAM.
 In the assets TEAM section, locate and click on the “+” button.
A pop-up window will appear with two options; choose Add existing user.
 In the Add user to team window, enter the customer's user email address. It will only appear if the
user already exists in another TEAM.
 Select the user from the drop-down list.
 Click on SAVE to confirm and save your action.
 You will receive a confirmation message: User was successfully added to team.

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IX.5 Admin – User Management – TEAM - Make Admin user

Connected Air Solutions® platform offers Executives the possibility to delegate administration rights
to users for a TEAM or ORGANIZATION.

To assign Admin rights to a customer user for a TEAM:

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select assets TEAM.
 Into the assets TEAM, going to the USERS tab, you will find the Admins button. By clicking it, you
will visualize the list of delegated Admins of that TEAM.
 To assign Admin rights the user, identify the user applying a search in the search bar or finding it
into the users list and click on the "⋮" symbol.
 From the pop-up window select, Make admin.

 To visualize the delegated admins of a TEAM, click on the Admins. The Admins button will activate
and you will see the list of admins. Once you deactivate the Admins button the delegated admins will
disappear from the list.

In addition, the users are flagged as Admins and you can see that in the users list, Admins column.
The Admin user will be marked with this symbol:

Admin symbol

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IX.6 Admin – User Management – TEAM - Remove admin rights for a user

 To remove admin rights for a TEAM user, please follow the below instructions:

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select assets TEAM.
 Into the assets TEAM, going to the USERS tab, you will find the Admins button.
 To assign Admin rights for user into a TEAM, identify the user applying a search in the search bar
or finding it into the users list and click on the "⋮" symbol.
 From the pop-up window select, Remove from admin.

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IX.7 Admin – User Management – ORGANIZATION; Make Admin an user

After the customers’ user account is created, in this chapter, we will go through the steps on how to
Make admin a customer user for the ORGANIZATION where his assets TEAM is located and the assign
Permission groups to a customer user. Allocating Permission groups to a customer user into the
Connected Air Solutions® platform is an essential step in defining the user's access rights and
responsibilities within the platform. Permission groups determine what actions the user can perform,
what data they can access, and which features they can use.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION.
 Into the customer ORGANIZATION, going to the USERS tab.
 Identify the customer username to which you want to delegate Admin rights.
 To assign Admin rights for a user into an ORGANIZATION, identify the user applying a search in the
search bar or finding it into the users list and click on the "⋮" symbol.
 Into the Make admin pop-up window, you will need to select your customer Permission Groups.
 For your customers, it is mandatory to select the CustomerPlus Permission Groups to prevent
incorrect user actions, such as deleting assets from the platform, damaging the folder structure, or
having incorrect visualization of assets, among other potential issues.

If you are creating an account for one of your colleagues within the same company, you can assign
them Company Internal User Permission Rights, which offer the same level of rights as
CustomerPlus. We introduced the Company Internal User Permission Group to clearly define the
rights of such users. A colleague from the same company cannot be labeled as a Customer, so the
Company Internal User designation is more appropriate. These users will have only viewing rights
and will not interfere with the work of the Executives.

⚠️ Ingersoll Rand cannot be held responsible if you assign Permission Groups other than those we
recommend. Such actions may lead to problems within your folder structure and assets, potentially
causing issues for your customers and organization. If you allocate Permission Groups for a user to
an ORGANIZATION that is unrelated to that user and they can access other customers' assets,
Ingersoll Rand is not responsible for any errors made by Executives.

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IX.8 Admin – User Management – Remove ORGANIZATION Admin rights for a user

If a user was previously granted with Admin rights for an ORGANIZATION, but there is a need to limit
their rights within that ORGANIZATION, you have the option to impose restrictions on their user
rights and reduce their access. There could be various reasons for this action, ranging from changes
in the user's role within the company to addressing errors or misuse of the initially allocated
privileges.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION.
 Into the customer ORGANIZATION, going to the USERS tab.
 Identify the customer username to which you want to delegate Admin rights.
 To remove Admin rights for a user into an ORGANIZATION, identify the user applying a search in
the search bar or finding it into the users list and click on the "⋮" symbol. Click on the Remove from
admin.
 The Remove user from admin pop-up window will appear with the following message: “Are you
sure you want to remove the user…….from the admin?”, click on CONFIRM to apply the Admin rights
deletion.

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IX.9 Admin – User Management – Add user to another TEAM

In the Connected Air Solutions® platform, Executives have the capability to duplicate an existing user
into one or more additional TEAMS.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION -> assets TEAM.
 Into the assets TEAM, going to the USERS tab, select from the list or search the user using the
search bar.
 Click on the "⋮" symbol.
 Select Add to team.
 Into the Enter team name, you have to choose the TEAM name.
 Click on SAVE to register your action.
 As confirmation, you will see the Added user to team message.

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IX.10 Admin – User Management – Copy user from a TEAM to another TEAM

This feature enables an Executive to replicate a user from one TEAM to another TEAM. It streamlines
the process of user replication, saving time and effort for Executives. In addition, it ensures that users
with similar roles and permissions can be easily duplicated across different TEAMS, maintaining
consistency in user access and settings.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION -> assets TEAM where
your customer’s user is located.
 Into the assets TEAM, going to the USERS tab, select from the list or search the user using the
search bar.
 Identify the ORGANIZATION, assets TEAM where the user will be copied and then drag and drop
your user into the other TEAM.
 Once you made this step, a pop-up Move or Copy window will appear. From those two options,
select Copy.
As confirmation, you will visualize on the bottom side of the platform the Added user to team
message.

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IX.11 Admin – User Management - Move user from a TEAM to another TEAM

This feature enables Executives to move a user from one TEAM to another TEAM and it allows the
easy reassignment of users between TEAMS. It empowers Executives to efficiently manage user
resources.

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION -> assets TEAM where
your customer’s user is located.
 Into the assets TEAM, going to the USERS tab, select from the list or search the user using the
search bar.
 Identify the ORGANIZATION, assets TEAM where the user will be moved and then drag and drop
your user into the other TEAM.
 Once you made this step, a pop-up Move or Copy window will appear. From those two options,
please select Move.

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IX.12 Admin – User Management – Delete user from a TEAM

Executives have the capability to remove a user from a TEAM. There can be various reasons for doing
this, such as when a user leaves the company or is reassigned to another position.

To delete a user from a TEAM:

 Into the Left Menu, access Admin -> User Management.


 Into the ORGANIZATIONS directories tree, select customer ORGANIZATION -> assets TEAM where
your customer’s user is located.
 Into the assets TEAM, going to the USERS tab, select from the list or search the user using the
search bar. Click on the Bin symbol.
 The Remove user pop-up window will appear: “Are you sure you want to remove the user?”

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IX.13 Admin – User Management – Delete user from the system

Executives have the capability to remove a user from the platform. There can be various reasons for
doing this, such as when a user leaves the company or is reassigned to another position.

 Into the Left Menu, access Admin -> User Management


 Into the ORGANIZATIONS directories tree, select customer organization (Customer name)
 In the Organization – customer name, select USERS and then click on the “pencil” symbol used in
the represents the "Edit" or "Modify" action of a user account details. When you see a pencil symbol
next to a user's profile or details, clicking on it allows you to make changes to that user's information,
settings, or permissions within the platform.

 Click on DELETE THIS USER.


 A pop-up window Delete User will appear .
 Click CONFIRM if you double-checked this operation is safe. Click on REJECT if you have doubts
about this action.
 Click on SAVE to save the deletion of a user.

⚠️ Connected Air Solutions® platform disclaimer about delete user operation:


“This will completely delete the user from the platform. This action CANNOT be reverted.
If you are sure that you want to do this, press the button on the right.”

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X. Device Management
X.1 Device Management – Assets menu

In Connected Air Solutions® portal, the Assets item or option refers to a section of the platform where
users can access and manage their managed assets. This section provides users with the ability to
view detailed information about their assets, monitor their status, and perform various actions
related to asset management.

 Into the Left Menu, access Assets.


 Into the ORGANIZATIONS directories tree will appear and you can navigate to customers’
ORGANIZATION.
 Pin Organization tree: you can pin 📌 or unpin the organization tree to hide or show it, depending
on your preference.
 At the top of the page you will see the organizational structure up to the selected item.
 Two assets views are available: List and Thumbnail (large items). In selected view in the above
image is List.
 As an alternative to displaying a list of items, you have the option to switch to a "Thumbnail View"
where larger item are shown. This view provides users with a visual representation of items rather
than just a textual list. This alternative view can be particularly useful when users want a more visual
representation and It provides a different way to browse and interact with the content.

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 Assets Search bar is designated only for assets search (by IMEI number or by Compressor/dryer
serial number)
 Online: refers to possibility to select the online devices.
 Monitored: refers to devices for which the Monitoring dashboard is enable.
 Active: refers to iConn/Helix device status, which could be Online: Receiving Data or Offline: Not
receiving data

 Status: refers to compressor/dryer status. This feature will be added in the upcoming period.
Currently a compressor/dryer having Pending Alerts is marked with an orange bell and the
compressors without an active/pending alarm is marked in green.

 Image: here a small image of your compressor/dryer will appear, if the Executive selected an
image for his asset.
 Serial number: Could be the IMEI number or Compressor/dryer serial number.
 Tag – refers to a friendlier name given to an asset, so it can be easily identified. Our
recommended standard is:
Compressor/Dryer Model – Compressor Serial number – Customer name
e.g. IRN75 – UCV109877 – Tesla; L75RS – UCV109877 – Tesla
 Description – data entry or text field that allows users to provide detailed information about a
specific asset. This field serves the purpose of documenting key details, characteristics, or notes
related to the asset, which can be valuable for asset tracking, identification, and maintenance.
 You can display up to 100 devices per page, with having the possibility to select 20, 50, and 100
items. This refers to pagination settings used when users need to go through large sets of items. When
there are more items to display than can fit on one page, users are given the option to navigate
through multiple pages to access the additional items.

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X.2 Device Management – GENERAL tab - Device details

When managing your assets Connected Air Solutions® platform, it is essential to access and update
device details accurately. This chapter will walk you through the process of viewing and editing the
details of a specific device.

Managing asset details requires precision and attention to detail. To maintain the integrity of your
asset information, follow these best practices:

Double-Check Information: Before saving any changes or updates to asset details, always double-
check the provided information. Ensure that names, serial numbers, and other data are accurate and
correctly entered, following a clear standard.

Review for Tidiness: Take a moment to review the tidiness of the information. Ensure that text is
well-organized, free from spelling errors, and follows a consistent format.

Verify Data: Confirm that all data, such as serial numbers, customer names, and asset models,
matches the physical asset and customer information. This verification helps prevent discrepancies
and ensures that your records are up to date.

Cross-Reference: If possible, cross-reference the asset details with official records or documentation
to maintain accuracy. This is particularly important when dealing with customer-specific data.

Additional Notes: Use the Notes and Description sections to include any additional context or
noteworthy information related to the asset. Clear and concise notes can be valuable for future
reference.

Commit to Accuracy: Accuracy in asset details is extremely important for effective asset management
and monitoring. Commit to maintaining correct and reliable information within the platform.

By adhering to these practices, you can be confident that the asset details you add or update are
precise, well-organized, and reliable for monitoring and management purposes.

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 Start by accessing the Left Menu and selecting the Assets option. This will take you to the Assets
section of the platform.
 Locate your Asset: In the Central Dashboard, you can use the Search bar to quickly find the asset
you want to manage. Enter the asset's name or identifier, and then click on it to proceed.
 Access the GENERAL Tab: Once you have selected your asset, open the GENERAL tab. This tab
contains information about the selected device.
 See the Path to your asset: Navigating to and locating your asset within the remote monitoring
platform is a straightforward process.
 Device name: The device's name is displayed here. If needed, you can edit the Customer tag to
change the device's name to something more suitable.
Device Status symbols: To the right of the device name, you may find icons that indicate important
information:

Monitoring Icon: Indicates whether the monitoring dashboard is enabled for this device.
Device Status: Shows whether the device is currently online and receiving data (Online) or offline and
not receiving data (Offline).
Pending alerts may also be displayed here, if the asset has any active Alert.

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 Compressor/Dryer Details: Below the compressor name, you will find information about the
compressor/dryer, including its serial number and model.
 LOCATIONS tab: The LOCATIONS tab allows you to input the address or location details related to
your customer. This helps you keep track of where the asset is located.
 Serial number: This field displays the unique serial number of the compressor/dryer.
 Customer name: Here, you can view the customer's name associated with the asset.
 Asset Model: Selecting the appropriate compressor/dryer type will automatically select the asset
image.
 Asset image preview: You will see a preview of the asset image, which will also be visible on the
Main Dashboard.
 Notes: Add any relevant notes or comments about the device for future reference.
 Description: Include a description to provide additional information or context for the device.
 Save your edits: Once you have reviewed and made any necessary changes, click the SAVE
button to save your edits.
By following these steps, you can effectively manage and update the details of your assets, ensuring
accurate information and smooth asset monitoring within the platform.

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X.3 Device Management – Asset location

Connected Air Solutions® remote monitoring platform utilizes the integrated Google Maps service to
facilitate the setup of your customers' asset locations. Here is a step-by-step guide on how to set up
these locations:

 Access the Left Menu: Start by accessing the Left Menu in the platform and select the Assets
option. This will take you to the Assets section of the platform.
 Locate your Asset: In the Central Dashboard of the Assets section, you can use the search bar to
quickly find the asset you wish to manage. Simply enter the asset's name or identifier, and then click
on it to proceed.
 Access the LOCATIONS Tab: Once you have selected your asset, you will see a tab labeled
LOCATIONS. Click on this tab to begin setting up the location.
 Enter Customer Address: In the search bar provided, type in the address of your customer. This
will help you pinpoint the exact location of the customer's asset.
 Map display options: You have several map options to choose from, including Map, Map and
Terrain, Satellite, and Satellite with Labels overlays. Select the one that suits your preference.

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 Position the map pin: If the map's pin marker is not in the precise position you want, you can
adjust it manually by using the drag-and-drop feature.
 Fullscreen mode: You can also switch to fullscreen mode for a more detailed view of the map.
 Google StreetView: If Google has captured street-level images in your customer's area, you can
access Google StreetView by clicking and dragging the small yellow man icon onto the map.
 Zoom in/out: Use the "+" and "-" buttons on the map or simply scroll in or out to zoom in and out
of the map.
 Save location: Once you have set the location correctly, click on the SAVE button to register your
customer's address in the system.
 Delete location: If you need to remove a customer's location for any reason, you can click on the
DELETE button.
By following these steps, you can accurately set up and manage the locations of your customers'
assets using the Google Maps integration within the Connected Air Solutions remote monitoring
platform.

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X.4 Device Management – Dashboards

Device management dashboards are central components of Connected Air Solutions® platform,
designed to provide users with a comprehensive overview of their connected devices and equipment.
These dashboards serve as a control center for monitoring, configuring, and optimizing the
performance of devices, ensuring efficient operations and proactive maintenance.

In the next pages, we will present their key features and functionalities. Understanding how to
leverage these dashboards effectively will empower you to maintain and manage your devices with
precision and ease.

Through a series of informative sections and systematic instructions, we will navigate the essential
aspects of device management dashboards within Connected Air Solutions® platform. Later on, you
will have the knowledge to efficiently use these dashboards to streamline device management and
ensure the reliability of your connected assets.

X.4.a Main dashboard


named (1/controller index – Controller name) e.g. 1/115 - Xe Pro 180n – Rse; 1/101 - Delcos XXL-U

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On the Main dashboard, you will find a wealth of important information and data points (sensors)
designed to facilitate effective asset monitoring and management. These key elements include:

 Compressor/Dryer Status: This section provides you with real-time updates on the status of your
compressors and dryers. Please note that additional features related to this section will be introduced
soon, enhancing your monitoring capabilities.

 Compressor/Dryer Image: the "Compressor/Dryer image refers to a visual representation or icon


that represents the specific compressor or dryer unit being monitored. This image is typically
associated with each asset in the platform and serves as a quick visual reference for users to identify
and differentiate between different compressor and dryer models.
The Compressor/Dryer Image is often linked to the asset's model or type, and selecting the
appropriate model can automatically set the corresponding image. This feature helps users quickly
recognize the type of equipment they are monitoring, especially when they have multiple assets of
varying models.

 Operation Hours and Hours until Next Service: You can easily track both the total operating hours
of your assets and the estimated hours remaining until the next scheduled service or maintenance
event. This information empowers you to plan and execute maintenance tasks efficiently. In the
widget of each operating hours, users can check the Timestamp (date and hour) of the last reading.

 Pressure and Temperature gauges: The dashboard prominently displays critical metrics such as
pressure, temperature displayed into Gauge widgets. These readings enable you to closely monitor
the performance and operational conditions of your assets. In the widget of each operating hours
users can check the Timestamp (date and hour) of the last reading.

 Additional Data Points: The platform provides access to a wide range of supplementary data
points, including motor speed, motor current, motor power, voltage, vibrations, etc. These data
points offer a complete view of asset health and performance, assisting you in making data-driven
decisions. For each data point, users can check the Timestamp (date and hour) of the last reading.

 Asset Location: The main dashboard offers a geographical visualization of your assets' locations.
This feature enables you to easily track and manage the physical positions of your assets, facilitating
informed decision-making based on their placements.

It is important to note that the main dashboard's layout and content are standardized and cannot be
customized or modified. This consistency ensures that all users of the platform have access to the
same essential information, promoting ease of use and uniformity.

With these invaluable insights readily accessible on the main dashboard, you can maintain a vigilant
eye on your assets' status, performance, and condition. This proactive approach empowers you to
optimize asset efficiency and reliability, ultimately contributing to your organization's success.

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X.4.b Extended dashboard
named (2/controller index – Controller name) e.g. 2/115 - Xe Pro 180n – Rse; 2/101 - Delcos XXL-U

In the extended dashboard, you will find a sensor list widget that provides access to a variety of
essential data points related to your assets. These data points are grouped together in lists, which
displays data points of the same type together for easier reference and analysis. This grouping allows
you to quickly locate and review related data points, making it more convenient to monitor and
manage data of similar characteristics.

These data points’ lists from the extended (second) dashboard include:
Temperature Data points List: This section displays a list of temperature readings, allowing you to
monitor temperature variations for your assets.
Pressure Data points List: You can access a list of pressure readings, providing insights into pressure
changes related to your assets.
Volume Data point: This data point offers information on the volume of your assets, assisting in
tracking volume-related metrics.
Motor Speed Data points List: You can view a list of motor speed readings, enabling you to monitor
the speed at which motors operate.
Motor Current Data points List: This section displays a list of motor current readings, helping you
track current-related data for your assets.
Voltage Data points List: You can access a list of voltage readings, providing information about
voltage levels in your assets.
Motor Power Data points List: This data point offers insights into motor power-related data, allowing
you to assess power consumption and performance.
Vibrations Data points List: You can monitor vibrations by accessing a list of vibrations readings,
which are crucial for assessing asset health.
Hours Data points: This section provides data on operational hours, assisting you in tracking the
duration of asset operation.
For each data point, users can check the Timestamp (date and hour) of the last reading.
As per the Main dashboard, please note that the dashboard's layout and content are standardized
and cannot be customized or altered. This ensures consistency and uniformity across all users of the
platform.
With this vast array of data points available in the sensor list widget, of course this is in accordance
with your compressor model and configuration; you can gain valuable insights into various aspects of
asset performance and condition, facilitating data-driven decision-making and proactive
maintenance.

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X.4.c Dashboard widgets description and examples

Asset management dashboards are powerful tools that enable you to oversee and control your
organization's assets effectively. These dashboards provide a centralized and visual interface for
tracking, monitoring, and optimizing the performance of your assets.

The widgets, on the other hand, are the building blocks of these dashboards. They are small,
customizable components that display specific types of information or data related to your assets.
Each widget serves a unique purpose and provides at-a-glance insights into various aspects of asset
management.

X.4.c.1 Gauge widgets


Gauge widgets are often used for real-time monitoring and provide a quick, intuitive way to assess
data relative to acceptable ranges or targets. They offer an instant visual assessment of changing
conditions or key metrics. When you click on a gauge widget, a pop-up graph will appear, presenting
the current value and historical values of the selected data point. You can choose from various
predefined timeframes, including 5 minutes, 1 hour, 1 day, 1 week, and 1 month. It is important to
note that this feature does not support zooming in or out on the graph.

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X.4.c.2 Value/unit widget

A value/unit widget is a graphical user interface element used to display a specific data value along
with its associated unit of measurement. This widget typically consists of a numerical value followed
by a label indicating the unit, providing users with clear information about the measurement being
presented. When you click on a value/unit widget, a pop-up graph will appear, displaying the selected
sensor's (data point) current value and its historical data. You will have the flexibility to choose from
various predefined timeframes, including 5 minutes, 1 hour, 1 day, 1 week and 1 month. It is
important to note that this feature does not support zooming in or out, but it provides a convenient
way to visualize and analyze sensor data over different time intervals.

X.4.c.3 Map widget

A map widget is a graphical user interface element that displays geographic maps and spatial
information. It enables users to interact with and explore geographical location of an asset/customer.
Map widget supports zooming, panning, and markers to enhance the user's experience in navigating
and interacting with the map. Users can use the Map or Terrain Layout and Satellite layout (with or
without Labels). For the Map widget the Google Street View service is available as well.

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X.4.c.4 Image widget
Image widget refers to an air compressor / air dryer image widget and it is a user interface element
that displays visual representations, air compressor and/or air dryer systems.

X.4.c.5 Sensors list widget

An air compressor / air dryer sensors list widget is a user interface element that provides a concise,
organized list of sensors and their corresponding measurements or data points related to air
compressor and air dryer systems. This widget allows users to quickly access and monitor various
sensor readings.

X.4.c.6 STATUS – coming soon

An air compressor/air dryer status widget provides real-time information about the operational
status and key parameters. Available soon

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X.5 MONITORING dashboard

In the Connected Air Solutions® platform the MONITORING Dashboard refers to a dashboard that
features graphical representations of data points collected from the compressor controller, offering
valuable insights into your assets' performance.

At present, Connected Air Solutions® grants users access to a curated selection of data points within
the MONITORING Dashboard. However, we have exciting plans for the future. In the coming period,
we will expand the dashboard's capabilities to encompass the all the data points that is being sent by
each compressor, giving you a complete view of your assets' status.

Within this dynamic graph, you are in control. You can effortlessly select or deselect data points from
a graph with a simple click on the measurement name, tailoring your view to focus on what matters
most to you.

When an alarm is triggered, it will not go unnoticed. Alarms make their presence known as vertical
lines on the MONITORING dashboard graph, ensuring that you stay informed and can take prompt
action when needed.

For those who desire customized insights, users hold the power to create and save custom
timeframes for the graphs on this dashboard. This flexibility allows you to align the dashboard's data
with your specific monitoring requirements.

It is important to clarify that while the MONITORING Dashboard is a powerful tool, its structure
remains constant. It serves as a template, and no user type can modify its fundamental design,
ensuring uniformity and ease of use for all.

As technology advances, so does our platform. While report downloads are not currently available,
we are actively exploring future development possibilities to enhance your experience further.

In the near future, users will enjoy an enhanced feature within the platform. You will have the
capability to visualize graphs for each parameter of the compressors, conveniently clustered by

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parameter type together in a single, unified graph, as depicted in the attached image. This upgrade
will streamline your data analysis and provide a comprehensive overview of your compressor's
performance, making asset monitoring and management even more efficient and insightful.

In the following section, we will focus on the MONITORING Dashboard's features, providing you with
a complete and detailed overview of its capabilities. This exploration will empower you to harness
the full potential of the dashboard for effective asset monitoring and management.

X.5. ITS Group graph


The term ITS Group serves as a generic name for a predefined collection of data points or sensors.
These sensors are selected as defaults to be displayed for users until the full Dashboard Monitoring
feature is deployed. Essentially, ITS Group represents a set of standard sensor configurations that
provide users with essential data points while waiting for the complete Dashboard Monitoring
functionality to become available.

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X.5. Default Monitoring graph
is a generic name assigned to groups of data points or sensors that are chosen as the standard settings
to be displayed for users until the complete Dashboard Monitoring feature is rolled out. These default
configurations offer users essential data points and serve as the initial display while they await the
full functionality of the Dashboard Monitoring feature to be deployed.

X.5. Graph timeframe


In a graph, you can typically find various timeframes, including both predefined time intervals and
custom options. Here is a list of common timeframes you have available:
Predefined Time Intervals:
1 Minute: Provides a detailed view of data over the last minute.
1 Hour: Displays data aggregated at an hourly level.
1 Day: Shows data summarized for each day.
1 Week: Offers a weekly overview of data.
1 Month: Presents data aggregated for each month.
This Year: Shows data for the current calendar year.
Custom Timeframes:
Custom: Allows you to specify a custom time range by selecting a start and end date or timestamp.
By Date: Enables you to choose a specific date for data analysis.
By Hour: Lets you narrow down data to a particular hour within a day.

These options offer flexibility in how you visualize and analyze data within a graph, allowing you to
tailor your analysis to the timeframes that are most relevant to your needs.
Just select the timeframe of your data points to be displayed in the graph and click on APPLY.

X.5. Last Active graph button


The Last Active button in a graph serves the purpose of quickly returning to the most recently viewed
or active state of the graph. This feature button improves the usability of a graph by facilitating
navigation and ensuring that users can easily return to a familiar or preferred view within the graph,
improving overall user efficiency and experience.

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X.5. Graph custom timeframe
Saving a custom timeframe in a graph is a valuable feature that allows you to easily reference specific
periods when monitoring your assets for potential issues. Here is how it works:

X.5.. Into the Monitoring Dashboard graph, click on TIMEFRAMES


X.5.. Click on “+”, to open Add Time Frame window.
X.5.. Type a name for your timeframe
X.5.. and . Define the Custom Timeframe: You can specify a custom timeframe by setting a
starting date and time and a finishing date and time. This lets you focus on a particular interval of
interest within the graph's data.
X.5.. Attach a Note (Optional): If you choose to attach a note, you can provide additional context
or information related to the custom timeframe. This note can include:
X.5.. Title: A brief title or description for the custom timeframe.
X.5.. Content: Detailed information or comments regarding the timeframe.
X.5.. Tags: Keywords or labels to help categorize and search for the custom timeframe in the
future.
X.5.. Upload a Picture: You have the option to enhance the note by uploading an image from
your computer. Compatible file formats typically include *.png, *.jpg, and *.jpeg. You can use the
BROWSE FILES function or simply drag and drop the image file into the designated area.

X.5.. Click on SAVE to register your timeframe.

By saving custom timeframes with attached notes, you can effectively document and analyze specific
events, anomalies, or conditions related to your assets. This feature aids in problem identification
and provides a valuable reference for future analysis and decision-making.

X.5. Graph Auto-Refresh button


Graph Auto-Refresh button in a graph serves the purpose of automatically updating or refreshing the
displayed data at predefined intervals. This function in a graph enhances the user experience by
ensuring that data is always current and readily available, which is especially beneficial for
applications that require real-time monitoring.

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X.5. The display of alerts as vertical lines in the Monitoring graph
The display of alerts as vertical lines in a graph is a common and valuable feature in data visualization
tools and monitoring systems. This visual representation serves several important purposes:
Immediate Identification: Alert lines provide a clear and immediate visual cue to users, indicating the
precise moments when specific events or alarms occurred within the data. Users can quickly spot
these lines, even in complex graphs with multiple data series.
Event Correlation: By aligning alert lines with corresponding data points or timeframes, users can
easily correlate alarms with specific data conditions. This aids in understanding the context of alarms
and their impact on the monitored system.
Historical Analysis: Alert lines serve as historical markers, enabling users to review past events and
their timing. This is especially valuable for post-incident analysis, troubleshooting, and trend
identification.
Therefore, this feature offered by our platform is displaying alerts as vertical lines in a graph to
improve data visualization and helps users effectively monitor, analyze, and respond to critical events
and anomalies within the data.

X.5. Copy URL graph


By clicking the “⋮” a small window with two option will appear:

Copy URL: Allows users to copy the URL of the graph and share it with other users

Save as Timeframe: Saving a custom timeframe in a graph is a valuable feature that allows you to
easily reference specific periods when monitoring your assets for potential. Please refer to the above
point  on how to save a custom Timeframe:

 Please be aware that in addition to preset or custom time frames, you have the option to select a
time interval using the mouse cursor (zoom in), or you can utilize the combination of the CTRL key on
the keyboard along with the mouse scroll button to zoom in or out within a graph.

X.5. Plot bands


Plot bands display the minimum to maximum range of the underlying data in a specific plot, are a
valuable feature and a useful tool only when the iConn/Helix device has real-time (HD mode) data
transmission enabled, so the sampling rate of data is high. Graph plot bands are a visual

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representation that highlights the range of data within a specific plot or graph. They typically appear
as shaded or colored bands that extend horizontally across the graph to indicate the minimum and
maximum values of the data in that particular plot.
The main graph plot bands utility is to provide users with a quick and intuitive understanding of the
data's range and variability within a specific context. By visually identifying the minimum and
maximum data points, users can assess the data's distribution and trends more easily. This can be
especially valuable when analyzing data that has specific acceptable or critical thresholds.
When looking at the sensor data on a weekly basis, not all values are shown due to performance
reasons. The plot bands will emphasize the omitted information by the min to max range.

X.5. Alerts button enablement on a Monitoring graph


Alerts button enablement on graph: by enabling this feature, you can display projected vertical lines
on the X-axis of the graph (which represents time) coinciding with the alert timestamp.

X.5. A data point (sensor) that is active will appear in the graph.
X.5. In the graph, you have the option to include or exclude data points with a simple click,
allowing you to customize the visualization to suit your preferences and analytical needs. The ability
to toggle data points in a graph provides users with greater control over the visualization.

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X.6 Alerts
X.6.1 Alerts Types

The purpose of alerts generation into Connected Air Solutions® platform is to provide users with real-
time notifications and insights into the status and performance of their assets. The Connected Air
Solutions® platform have three criticality levels:

Error Alerts: are critical notifications indicating that a compressor has a severe fault. Typically, these
faults are associated with significant issues, such as power-related problems. Error alerts demand
immediate attention as they signify a major problem that requires prompt resolution to prevent
damage or downtime.

Warning Alerts: are triggered when a compressor or dryer experiences abnormal operating
conditions. These conditions may include excessive temperature, pressure, or the exceeding of
specified service hours. While the equipment is still functioning, warning alerts serve as early
indicators of potential issues that should be investigated to prevent further complications.

Info Alerts: are informative notifications that provide useful data and reminders. These alert types
inform recipients about the hours remaining until the next scheduled service. They serve as proactive
reminders to perform maintenance tasks when the machine's operating hours approach the
threshold for service. When a machine's counter falls below the 200-hour threshold, regular warnings
are displayed and sent as email notifications. This ensures that maintenance activities are scheduled
in a timely manner.

The key purpose of these Alerts is to help users monitor and manage their assets effectively, enabling
timely responses to critical issues, proactive maintenance scheduling, and the optimization of asset
performance. By categorizing alerts into different types, users can prioritize their actions based on
the severity and nature of the issue, ultimately improving equipment reliability and reducing
downtime.

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X.6.2 ALERTS Dashboard

The purpose of the ALERTS Dashboard in the monitoring platform is to provide users with a
comprehensive overview of alerts generated by the system. Here are the key functionalities of the
ALERTS Dashboard:

 Click on the ALERTS tab. The red circle with a number indicates the total number of pending alerts
that require attention. This provides a quick reference to the urgency of unresolved issues.
 Alert Search: Users can easily search for a specific alert by its name or relevant keywords,
streamlining the process of locating specific alerts within the alerts.
 PENDING Alerts Count: The dashboard displays the total count of pending alerts, helping users stay
informed about the number of unresolved issues at a glance.
 Alert HISTORY: Users have access to the complete history of alerts, allowing them to review past
events and incidents for reference and analysis.
 Alerts list: This list provides users with a complete view of all active and pending alerts and allowing
them to quickly assess the status and criticality of various issues related to their monitored assets.
 Alert Details: Clicking on an alert in the right-hand side column will enlarge the selected alert,
providing detailed information, including the alert's criticality level (Error, Warning or Info), the alert
message, the timestamp of when it was triggered, and a description of the alert's nature.
 ACKNOWLEDGE: Users have the option to acknowledge alerts, indicating that they have seen and
acknowledged the issue. However, the platform does not allow users to delete alerts. Alerts will
automatically disappear from the platform once they are cleared in the compressor/dryer controller.
 Integration with Monitoring Dashboard: The SHOW IN CHART feature enables users to visualize
the alert as a vertical line on the MONITORING dashboard graph. This integration helps users
understand the context and timing of alerts in relation to other data.

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 and  Navigation: In cases where an asset has multiple alerts triggered, users can navigate
through them using the BACK and NEXT buttons, ensuring that all alerts are reviewed and addressed.

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X.6.3 Alerts Notifications into the platform

Connected Air Solutions® platform offers the feature of receiving notifications for alarms and alerts
generated by the assets in your portfolio. These alarms can be viewed at both the asset level, within
the Alerts tab of a specific device, and through the notifications bell located in the right-hand corner
of the platform. This feature is available to all users, ensuring that everyone has access to timely
information about the status and performance of their monitored assets. Whether you prefer to
review alerts at the device level or receive notifications through the bell icon, our platform provides
flexibility and convenience to suit your monitoring and response preferences.
The purpose of the notifications bell, is to provide users with a centralized location to receive and
access important notifications, including alerts, messages, and updates. In the context of a remote
monitoring platform such as Connected Air Solutions®, the notifications bell serves several key
purposes:

Alert Notifications: The notifications bell displays alerts and alarms generated by the assets in your
portfolio. These alerts may relate to critical faults, abnormal operating conditions, or other issues
with your monitored equipment.
Real-time Updates: It offers real-time updates on the status and performance of your assets, allowing
you to stay informed about any issues that require attention.
Convenience: By aggregating notifications in one place, the bell icon provides a convenient and
accessible way to review alerts without having to navigate through various sections of the platform.
Efficient Response: Users can quickly respond to alerts and take appropriate actions, such as
acknowledging the alerts, investigating further, or initiating maintenance tasks as needed.
User Engagement: It encourages user engagement with the platform by ensuring that important
information is easily accessible, increasing the likelihood of timely responses to critical events.
The notifications bell is a valuable tool for managing and responding to alarms and alerts efficiently.
It enhances user experience, promotes proactive monitoring and maintenance, and helps ensure the
optimal performance and reliability of monitored assets.

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X.6.4 Alerts Notifications as e-mail notification

Into the Connected Air Solutions® remote monitoring platform, the e-mail alert notification details
include essential information to provide recipients with a clear understanding of the alert and its
significance. The notification specifies the criticality level of the alert, categorizing it as one of the
following.

The alert e-mail notification contains the following information:


 Connected Air Solutions® logo: in an e-mail alarm notification sent by Connected Air Solutions®
platform, the company's logo would typically be displayed as a graphic element at the top right hand
side corner. The logo serves to visually identify the source of the email and reinforce the brand's
presence in the message.
 The alert presentation will start with the following text:
Dear customer,
We detected an <alert criticality> alert on your asset <asset name>. We recommend that you verify
and resolve the alerted issue as soon as possible".
 The View and resolve the alert button, when clicked, will redirect you to the Alerts Dashboard to
that specific alert.

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 Asset name: In this field, your asset name will be displayed exactly as you have added it in the
Asset Details under the Customer Tag section.
Asset model: this field will have a utility in the near future.
Asset serial number: The asset serial number refers to the unique identification number of your
compressor/dryer.
Asset description: this field will have a utility in the near future.
Alert level: refers to the severity or criticality level of an alert triggered by an asset. The alerts are
categorized into different levels based on their importance or impact. These levels are:
Error: Indicates a critical fault or issue that requires immediate attention.
Warning: Suggests an abnormal operating condition that may need investigation or action but
is not an immediate emergency.
Info: Provides non-critical information, often related to routine maintenance or updates.
Alert name: represent the text of the alert. This alert name provides a brief and informative summary
of the specific issue or condition that has been detected on your compressor/dryer.
Alert description: refers to the alert's native code. Each alert has a unique error code or identifier
associated with it, which is defined in the controller manual or documentation. This code provides
specific information about the nature and source of the alert, making it easier for users to identify
and understand the problem without needing to access the controller manual. It serves as a reference
point for troubleshooting and addressing the alert.
Alert date: refers to the date when the alert was triggered or detected. It provides important
information about when the issue occurred, allowing the recipient to understand the timing of the
alert and take appropriate actions accordingly.
Alert time: This time (timestamp) helps users understand when the issue occurred or was detected
and refers to the time when the alert was triggered, displayed in Coordinated Universal Time (UTC).
By providing the alert time in UTC, Connected Air Solutions® remote monitoring platform ensures
that users across different time zones can understand the exact timing of the alert without the need
to account for local time differences or daylight saving adjustments. It serves as a standardized
reference point for timestamping events, making it easier to correlate events and troubleshoot issues
consistently, regardless of the recipient's location.

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 To view the alert time in your local hour, please refer to the date and time when you received the
notification in your Inbox folder of the email service you are using. The timestamp of the email in your
Inbox should display the alert time in your local time zone, making it convenient for you to understand
when the alert occurred relative to your location.

 Into the e-mail alert notification, we provide this text for information purposes:
Why am I receiving this email?
Your email is set up to receive notifications about your managed assets; you may edit your alert
notification configuration any time.
Why are there no alerts displayed on my asset overview?
Monitored assets are continuously checked. If an alert is resolved, then it disappears from the list of
pending alerts on the platform. If there are no alerts visible, it is likely that someone else has
acknowledged the alert in the meantime.

It informs the recipient why they are receiving the email, which can help prevent confusion or
surprise. Users may have set up their email preferences some time ago and may not remember why
they receive these notifications. It provides clarity regarding why certain alerts may not be visible on
their asset overview. Alert notifications are sent when issues are detected, but as issues are resolved,
alerts disappear from the list of pending alerts. This explanation helps users understand that the
absence of alerts is not a cause for concern; it simply means the issue has been addressed.
By knowing that someone else may have acknowledged the alert, users are encouraged to promptly
address issues when they arise. This can lead to quicker response times and more efficient problem
resolution. Including this information contributes to a better user experience by keeping users
informed and in control of their notification preferences while providing context about alert behavior.

 At the bottom of the email alert notification, you will find three sections: Visit, Contact, and
Privacy. These sections provide important information and options related to visiting our platform,
getting in touch with us, and understanding our privacy policies and practices.
 Clicking on the Visit link will redirect you to the Connected Air Solutions® portal at the following
URL: https://www.connectedairsolutions.com/uv2.

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 By clicking on the Support link will open a new email window, enabling you to send a message to
the following email address: support@connectedairsolutions.com. This is a convenient way to
contact the support team for assistance or inquiries related to the Connected Air Solutions® platform.
 Clicking on the Privacy link will redirect you to Ingersoll Rand's website at
https://www.irco.com/en-gb/terms, where you can access and read the Ingersoll Rand Inc.
PRIVACY NOTICE. We strongly recommend that you take the time to review this privacy notice for
important information regarding data protection and privacy practices.
 Please note that your platform currently provides alert notifications through email but does not
offer SMS notifications. However, the SMS notifications might be considered for future development
of Connected Air Solutions® platform.

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XI. Reporting – coming soon

Due to numerous requests from our users, we are actively working on implementing the Reporting
feature in the Connected Air Solutions® platform. We understand its importance and are committed
to delivering this functionality in the near future. Thank you for your feedback and patience as we
strive to improve your experience with our platform. You will receive a notification when this service
is offered by the Connected Air Solutions® platform.

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XII. IR EMEIA IoT Support

If you have any questions, to ensure efficient and effective support for your queries, please do not
hesitate to reach out through our designated communication channels.

We strongly recommend utilizing our ticketing systems:

RepsNet - for Gardner Denver/Compair distribution:


https://ask.repsnet.support/add-ticket.aspx

TechDirect - for Ingersoll Rand's distribution


https://irco.my.site.com/CTSTechDirect/s/ask-a-question

 cas.support.emeia@irco.com
 RepsNet: https://ask.repsnet.support/add-ticket.aspx
 TechDirect: https://irco.my.site.com/CTSTechDirect/s/ask-a-question

Please consider the environment before printing.

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