In this tutorial you're going learn how to start working with EMS platform without needing to have your own data on the platform yet. This guide contains the 6 essential steps that should be followed to start working with data.
Follow These steps and start working with the platform:
- Create an Account
- Register Data sources
- Start sending data
- Create the location hierarchy
- Accept the devices (Data points)
- Assign the devices to Locations
In this scheme, you can see the flow you have to follow for configuring your account in DEXMA. Each essential step is here represented together with where to find it in the platform. This means that step 1 can be found in the account settings; Steps 2, 3 and 5 in the Gateways menu; Steps 4 and 6 in the Locations menu. Do not worry, we will show you around the menus to help you find what you need.
1. Create an Account
The first thing you must do when you get into DEXMA for the first time is creating an account. We recommend you to use the guide found in this support article. However, the main steps are:
- Go to account management.
- Click on create a new account.
- Write the Account name.
- Choose a Professional DP license.
- Click to accept
2. Register a Gateway
Once the account is created, the following step is adding a Gateway. Gateways are our essential data sources. They are linked to all types of meters that get the data from the field. As the meters have no ability to send data, it is imported to DEXMA through the gateways.
In order to register a Gateway, follow these steps:
- Go to settings on the top right part of the screen.
- Click on "Gateways" menu.
- Click on "Register new Gateway".
- Choose a virtual gateway. See below how to fulfil the gaps.
- Configure the virtual gateway.
- Name: Write a name for the gateway.
- Key: Write a key name for the gateway. The key is the identifier of the gateway inside the platform, so it has to be unique.
- Choose the time zone.
- Click Save.
- Once the Gateway has been created, it will appear on the Gateways menu.
3. Start sending data
The first key step for analysing your data is inserting it into DEXMA platform. Possibly, by now, your devices are still not inserting data or you have only a few values. Then, while you are working with this issue, we want to help you learn more about DEXMA. This is why, in this article, we provide you with data you can directly upload to the platform. You can download two Excel files (attached in the article) with data for six months and for eight different devices. The energy sources included are active energy, exported energy, gas and water.
In order to upload the excels in the platform, you should follow these steps:
- Download the Excel files.
- Go to the virtual gateway you have created and click edit.
- Go to insert excel.
- Click to new data import.
- Click to select a file and choose the ones you have downloaded from this article.
- Click to view data.
- Click to import data.
- Wait until the status of the files is processed (we recommend you to reload the page).
4. Create a location hierarchy
Once we have inserted data in DEXMA, it is time to place it following the project structure.
Locations are the units that DEXMA uses to organise the inserted data and display it in a defined way. They normally represent Cities, Factories, Buildings, Floors, Apartments, Rooms... depending on the Project. Click here for more information about how to configure locations, and do not hesitate to ask us for recommendations to optimise the hierarchy depending on your account type.
There are 3 different types of Locations: Zone, Location and Sublocation:
An example of a hierarchy of locations could be:
For this article purposes, we are going to create 2 locations. Once the tutorial finishes, you will then be able to delete these locations and create your own. For now, follow these steps:
- Go to Locations on the settings top-right menu.
- Click to new Location.
- Configure the Location by filling the information. See the information required in the image attached below. Here, you will be able to see the fields you have to fulfil before saving the configuration.
- Enter the address information. Click to place in the map to make sure it is the right address.
- Click Save.
- Repeat steps 2 to 5 for the second location.
- This is how your locations page have to look like after having created the two locations:
Information of the location that has to be filled in
|Field||Information||Why is it important?|
|Name||Write a location name|
|Key||DEXMA gives a default Location key. Keep this for this demo.||It can be changed on users need in order to help to organise the account or to make in-bulk configuration.|
|Region Parent||Indicates the upper hierarchy level.||It helps to organise the data in the platform.|
|Activity||Indicates the kind of activity that is performed in this location.|
|Area||Area of the location you are registering.||To apply ratios and normalize your data.|
|Summer reference Temp.||Calculating cooling degree days.|
|Winter reference Temp.||Calculating heating degree days.|
|Degree day method||Choose the degree day calculating method. More information here.|
|Tags||You can use tags for filtering the locations and devices in all DEXMA screens.|
|Street||Write the name of the street.|
|Zip Code||Write the Zip code of the location.||
This field is important to have if you want to use the location Map App.
|City||Write the name of the city|
|Country||Choose the country|
5. Accept devices from the gateway
After you have created the location hierarchy, the devices created in the gateway need to be accepted. To do so, you should go back to gateways (on the left menu of the setting page). Then, click on edit in the virtual gateway you have created in step 2.
DEXMA displays newly detected devices in a pop-up in the bottom left-hand corner of the screen. Once you receive this message follow the steps:
- Go to Gateways menu.
- Click on the virtual gateway created in step 2.
- Go to devices.
- On Classification pending devices you will see the devices pending to be accepted. On orange, the number of Data points that have been inserted.
- Click to accept all devices. *
- The devices will appear to accepted devices. And data will be ready on DEXMA.
* Read this article to have more information about accepting devices.
In case you need a bit of context... Datapoint definition: any signal monitored and stored for each device.
6. Assign the devices to Locations
Once we have accepted all the devices, we must assign them to a specific location in order to visualise their data. Through this step is when we create the link between all the devices that are sending data to the platform and the reality of our installations.
- Go to the Locations menu.
- Get inside Location 1 by clicking on it.
- Go to devices.
- Select the devices E1, G1, W1 and P1 from the not assigned devices part and click to > to move them to assigned devices to this location.
- Click Save. You will see a pop-up with that message: Changes are successfully changed.
- Go to Reference meters. *
- Assign the E1 to main supply, G1 to main gas, W1 to main water and P1 to photovoltaic.
- Click Save.
- Repeat the steps for location 2 with E2, G2, W2 y P2.
* Why is it important to configure the reference devices?
Reference devices are used to indicate to DEXMA which is the kind of consumption that represents each device. Having reference devices configured is essential to use the Dashboards feature, Reports, Advanced Analytics and Apps (like the Location Map).
Click here to have more information about reference meters.