This article explains the most important procedures for efficient use of the Calculus Portal. These procedures are divided into multiple sections, which are taylored to specific user profiles.
These user profiles are:
Each user profile requires knowledge of the procedures written in the preceding user profiles. For example: Technical Service needs the procedures listed in Customer and Sales, in addition to its own.
Customer
Logging in for the first time
Point your web browser to the Calculus portal login page. Enter your e-mail address and password and press the login button.
Attention!
Before logging in for the first time, you have to activate your account using the link in the registration e-mail. This registration link is only valid for 7 days.
More detailed information is available in the following article: First login via invitation email.
Viewing dashboards
To view the dashboard of your machine, click on Dashboards in the navigation menu. A list of machines registered to your project appears. Click on the name of the machine you wish to open the dashboard for.
Subscribing to notifications
Click Notifications in the navigation menu.
Click the plus icon to set up notifications for a user.
You'll now see a list of all asset groups within your project.
Select the assets you want to receive notifications for and click Next.
Select the users you want to subscribe and the role that applies to these users.
Finally, click Save.
Additional information!
For a more in-depth explanation of user notifications, read the following article: Receiving notifications.
Sales
Creating new projects
Go to the Projects page from the navigation menu and click the plus button to add a new project.
Additional information!
For a more in-depth explanation of creating projects, read the following article: Create a project.
Technical Service
Trouble shooting
Asset indicators
Asset indicators provide information about the functioning of your assets.
The coloured dots indicate whether the asset is active.
Additional information!
For a more in-depth explanation of asset indicators, read the following article: Asset indicators.
Hardware
Calculus supports various applications, such as:
Gateways
Tank & Level measurement
Energy measurement
Smart Modular Units
Air Quality monitoring
…
Additional information!
For a more in-depth explanation of hardware applications, see the following category: Products.
Helpdesk
If the online documentation wasn’t helpful, there is an experienced support team available to assist you with any issue you may have. The most efficient way is to create a ticket using our support page.
When creating a support ticket, always provide your name, the e-mail address you also use to log in to the Calculus portal, the name of the project you are on and the name of the asset and/or gateway. This will help our support team handle your ticket.
Remotely accessing machines
When you want to access a machine, but you do not have physical access to it, you can perform this task remotely.
This can be done using the Calculus Digger application. You can download it from: https://updates.calculus.group/digger/
Additional information!
For a more in-depth explanation of the Calculus Digger application, see the following category: Digger.
Product Specialist
Changing companies
Click the folder icon at the top of the navigation menu to open the Project browser and select the project, in a different company, you want to open.
User rights
In the Calculus Portal, the available functions are dependent on the rights you have as a platform user.
Below are a few user profiles, listing the required rights to complete a certain task:
Calculus Digger
Installer
Machine park administrator
New customer
Tank monitoring
Additional information!
For a more in-depth explanation of user rights, read the following article: Manage user rights.
Asset groups
Click Assets in the navigation menu, open the Groups tab and select the asset group you wish to edit.
A panel will open. Click on the Assets tab to add new assets, or remove existing assets from the asset group.
To do this, toggle the switch in the Included column on or off.
Additional information!
For a more in-depth explanation of asset groups, read the following article: Assets groups.
Configuring metadata
Click Assets in the navigation menu, select the asset whose metadata you want to override and open the Metadata tab.
Turn off the Use default toggle switch to specify a new value and click Save.
Additional information!
For a more in-depth explanation of metadata, read the following article: Metadata.
Editing dashboards
Open the dashboard you want to edit, click the action menu button in the top right corner and choose Edit Dashboard.
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Additional information!
For a more in-depth explanation of editing dashboards, read the following article: Edit a dashboard and add widgets.