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VRM Portal manual

13. Managing multiple installations

In this section:

VRM is designed to support individual users with individual sites, as well as fleet operators who manage thousands of sites with many users.

The advanced features covered in this chapter are intended for those larger fleet administrators.

13.1. Installations overview

The installation overview is shown when there is more than one site connected to your VRM account.

Victron_-_VRM_installation_overview.jpg

VRM installation overview will display the latest (even real-time) data available from your fleet of systems. You can view power consumption, solar generation, tank levels, battery status, and more, accessible via desktop or mobile.

Installations with an active alarm are shown at the top. Hovering with your mouse over the alarm status on the right shows a tooltip with details of the raised alarm(s).

Installations that were last seen three months ago, and longer, are moved to the bottom of the table.

You can sort the installation list by any of the available information by clicking the table headers.

If you have over 100 sites you may find the main overview window takes longer to load. If you wish to quickly go to a specific site by name, use the sidebar menu. This loads only the site names and stays extremely fast for operators with 1000's of sites.

By clicking the triangle on the top of the VRM Portal, you see an overview of all currently active alarms.

13.1.1. Active Alarms

Clicking the triangle on the top right of the overview, will reveal all currently active alarms.

VRM_-_active_alarms.png

If the alarm comes with specific documentation (such as the MPPT and VE.Bus Error codes), you can click through for the description to see exactly what the alarm code means and find troubleshooting suggestions for clearing it.

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13.1.2. Detailed mode and column configuration

Clicking the table adjustment button in the top right allows you to hide and reveal which columns are shown, and also enable/disable the detailed mode.

VRM_-_Table_adjustment.png

Detailed mode enables Mini-graphs that provide detailed insights into the loads, solar, and grid performance of different sites in your overview for the last 24 hours without the need to open each one of them separately.

This can help quickly identify issues and signal load spikes early on.

Hovering your mouse over the mini-graph will pop up a bar that displays the value at that time. Note the latest value is still shown in the main cell.

VRM_-_detailed_minigraphs.png

Depending on the number of sites you have in your fleet you may find performance is improved by disabling this feature.

On some platforms, e.g. mobile phones, this feature may not be available, or only available in landscape mode, due to small screen size.

13.1.3. Downloads

There is a download feature on the installation overview page that allows you to export only the systems shown (filtered list), all systems, and a production report.

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Here is an example of the production report:

VRM_-_production_report.jpg

13.1.4. Map

The systems visible on the map filter the visible systems shown in the installation list below.

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The visible map coordinates are displayed in the URL bar of your browser.

This means you can customise the visible system views to your preference, then bookmark the page in your browser for quick access.

This feature becomes even more powerful for systems with a dynamic location set by a GPS. For instance, if you operate a fleet of vehicles with Victron systems containing a GX device and GPS module, you could create a location bookmark and filter view to only show systems in your service workshop.

The filter's visibility may vary depending on the width of your browser window. Different devices may display a different list of systems from the same link if the screen resolution varies.

You can also click to reset the zoom level to see all your installations.

Opening the Map into a full screen view allows you to hide based on site status and generator tank levels and service times.

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If more than one side is located in the same location, clicking it will reveal more details (names are blurred out in this example).

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13.1.5. Filter

The filter bar allows you to filter the installations shown by various parameters:

VRM_-_filter_bar.png

The filter bar stores all filters in the url, so you can quickly share the filtered installation overview or bookmark it for your periodic checklists.

You can clear the applied filters even if the filter bar is closed by clicking the clear filters button that is shown in the top right of the installations list when a filter is applied.

13.1.6. Tags

VRM automatically generates tags for a site when it is added to an installation group, and also when a linked installation is part of a team group.

VRM also automatically applies tags if a site has an active alarm. Alarm tags are specially color-coded for increased visibility.

Some installers also add dozens of custom tags to help manage their fleets of thousands of systems.

Tag visibility can be toggled on or off by type to reduce clutter, and tags are also sorted alphabetically.

The tags you've actively selected are now visible in the URL bar of your browser. This allows you to create browser bookmarks of your specific tag groups, saving time if there are some you want to see regularly or wish to share with another user who has access to the same installations.

Tags are an indispensable tool when managing large groups of systems. They are flexible and can be added to filter your installations in any way you prefer.

The ways to use them are virtually limitless and depend entirely on your team's needs.

Some examples of tags we've seen include:

  • Service contract sites: Multiple systems might appear offline due to onsite networking issues, but you only want to filter to show the ones where the customer has paid extra as part of a service contract with the installer for high level active system monitoring and service for that kind of fault.

  • Different types of equipment: Such as a particular generator type, or managed lithium battery.

  • Special customers with multiple sites: Tags are more flexible than just a prefix to the system name.

  • A particular type of installation: Solar pumps, different models of hybrid generator units, or container systems.

  • System sizes: Only show systems with solar arrays larger than 10 kW.

  • Installation year: Filter to show which systems might be approaching end of life, or need a time-based service call.

There are thousands of actively used system tags in VRM, so this only begins to cover their potential.

Please note that users will still only see the installations they have access to. Therefore, when sharing a tag view, the installations displayed may vary between different logged-in users.

13.1.7. Advanced Search

The search bar at the top of the installation overview allows you to quickly find, and filter the installation overview list.

You can search by

  • Installation name

  • Installation ID

  • VRM portal ID

  • User email address

  • User name

  • Device serial number (for supported Victron parts installed in the system)

13.2. Managing multiple installations with user teams and installation groups

User teams allow you to put multiple users together in a team, and then give the team access to installations. Making it easy to add a new colleague as well as remove access in case someone leaves the team or company.

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Installation groups are similar. Allowing you to group multiple installations together, and then manage user access on the level of that group rather than per individual installation.

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It is possible to link:

  • An individual user to an individual installation

  • A group of users as a team to an individual installation

  • An individual user to a group of installations

  • A group of users as a team to a group of installations

The 'Groups' settings are accessible via the top level menu of your VRM account.

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Creating a new team

You can create a new team by opening the Groups menu, selecting Teams, and Create Team.

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When creating a new team you are automatically made the team Admin.

Team Admin can name the team, invite other VRM users to join, and add users from another existing team.

Adding an existing team can save time if you already have a big team, and then quickly add or remove individual people who you don't want in the new group before saving the selection.

team-adding.jpg

Once you have created the new team and added other users, the team will appear in the teams page. From there clicking to open the team will allow you to add additional users, and also link specific installations, and installation groups.

If you have Admin control for a specific installation, you can share control with a team. If you have Technician or User (read only) access you can not.

Depending on the access level you have the options shown will vary.

VRM_-_teams_admin_view.jpg

Above is how the Team menu is shown as an Owner or Admin of the team

VRM_-_teams_technician_view.jpg

Above is how the Team menu is shown as a member of the team

In this example the technician member of a team is able to change their access level for only the one installation that they are also an Admin of in VRM (either individually, or as part of another Team that gives them Admin user access).

The members of a teams details are not shown to people who are not part of the team. For example of you have a support team that is given access to end-user installations, the end-user will not be able to see the support team members individual names or email addresses, only the name of team, the Admin and their Access level.

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Creating a new Installation group

You can create a new installation group by opening the Groups menu, selecting Installation groups, and Create Installation group.

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Add an installation group name, select the installation from the pull down menu, or using the search tool. You can only add installations that are already linked to your VRM user account.

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Example of when to use teams and installation groups

A company rents out and maintains hybrid generators throughout Australia.

They also have teams of technicians taking care of those, some located on the Gold Coast, others near Perth and also a team around Sydney, one in Adelaide and so forth.

First create a group for the installations organised by location. For example a group called Sydney, with all hybrid generators rented out from the Sydney branch. And another one called Adelaide, and so forth.

Next make user teams, one for each area again. Then link those installation groups and the user teams together, by giving the teams access to their regional installation groups.

Lastly, perhaps there is a nation wide operation control room, make another team for those users, giving them the required access (Admin, Technician, or User (read-only)) for all of the installation groups.

Now, with all that set-up, adding a newly commissioned hybrid generator is very simple, just add it to VRM and then add it to the right installation group. All users in that group will automatically have access.

Similarly, when adding new technicians, they only need to be added to the right group. Also when saying goodbye to a technician, access to all systems can be easily removed by a group admin.

Instead of having a single VRM user credential that is shared by several people, this method allows far better security, control and management.