# MeterSense Documentation **Product:** MeterSense (Meternet platform) **Publisher:** W2MS — Web to Mobile Services **Document version:** 2.3 **Last updated:** July 2026 > MeterSense is a Windows-hosted visual analytics platform for campuses and industrial sites. It combines Niagara automation data, utility bills, and optional AI-assisted parsing to help energy managers understand consumption, cost, and carbon impact across buildings and meters. This guide matches the depth of the original Meternet PDF and includes current MeterSense features: Bill Workbench, batch bill parsers, Super Admin tools, light/dark themes, keyboard shortcuts, public visit analytics, the updated role model, IESO peak alerts, meter reading alarms, Goal Management, Energy Audit Hub, heated water dashboards, and overnight automation. --- ## Table of contents 1. [About MeterSense](#about-metersense) 2. [System requirements](#system-requirements-and-prerequisites) 3. [Installation](#installation-instructions) 4. [Setup checklist](#setup-instructions) 5. [User interface](#basic-ui-setup) 6. [Building and meter setup](#building-and-meter-setup) 7. [Application walkthrough](#application-walkthrough) 8. [Administration](#administration-and-settings) 9. [Integration configuration (additional)](#integration-configuration-additional) 10. [User roles and permissions](#user-roles-and-permissions) 11. [Keyboard shortcuts](#keyboard-shortcuts) 12. [Dashboard analytics quick reference](#dashboard-analytics-quick-reference) 13. [Support and updates](#support-and-updates) Application walkthrough highlights include utility dashboards (including Heated Water), public dashboards, Goal Management, wall display, Bill Workbench, and the Energy Audit Hub. Administration and Integrations cover Alarms (kW and meter reading), IESO, API Hub, Weather, Parser API, overnight automation, and 2FA. --- ## About MeterSense MeterSense by W2MS is a Windows-based visual analytics platform for processing and displaying energy usage data sourced from Niagara Systems and monthly utility bills. Developed by the W2MS Software team in 2025, MeterSense (March 2026) helps energy managers at large facilities, campuses, and industrial sites monitor performance and understand energy distribution across their operations. ### MeterSense features added since the original PDF | Feature | Description | |---------|-------------| | **Bill Workbench** | Review, edit, reparse, and delete parsed bills | | **Batch Bill Upload** | OpenAI mode or utility-specific regex parsers | | **Super Admin role** | `info@w2ms.com` — developer tools, SQL explorer, DB health | | **Documentation viewer** | Searchable in-app guide under Documentation & Archives | | **Public visit analytics** | Anonymous traffic stats (Administration → Public Visits) | | **Light / dark themes** | Persistent UI preference | | **IESO / API Hub / Weather** | Additional integration tabs | | **Heated Water dashboards** | Heating / heated water utility analytics | | **Meter reading alarms** | Invalid register-step alerts alongside kW alarms | | **Goal Management** | Targets for public-dashboard impact metrics | | **Energy Audit Hub** | Searchable bill analytics and audit workspace | | **Overnight automation** | Scheduled scrape, rollups, Sankey, degree days, and alarms | --- ### Key Capabilities & Features MeterSense supports seven utility types: **Electric, Gas, Water, Chilled Water, Heated Water (Heating Water), Steam, and Generation**. Data can be viewed at multiple levels, including an entire campus, an individual building, or a single meter. Core features include: • Bill comparison: Compare monthly utility bills against Niagara data. • Flexible data inputs: Support for dual Niagara connections and manual bill uploads. • AI analysis (optional): Insights and anomaly detection when enabled. • Peak awareness: IESO forecast and email alerts for Ontario peak windows. • Alarms: kW demand thresholds and meter reading quality alerts. ### Data Accuracy & Hosting MeterSense is hosted on client infrastructure, allowing the client to retain ownership and control of historical energy data. W2MS retains intellectual property rights to the MeterSense software. Data accuracy depends on the quality and configuration of connected meters and source systems. Under typical conditions, W2MS targets accuracy within approximately 5%. Results may vary based on upstream inputs. ### Hardware Requirements • Processor (CPU): A standard modern multi-core processor is sufficient. A quad-core processor running at a base frequency of 3.0 GHz or higher is recommended for optimal performance. • Memory (RAM): The minimum requirement is 4 GB; however, this is considered high risk and is not recommended for production environments. As the database accumulates millions of rows of historical meter data over time, memory pressure will increase significantly. 16 GB to 32 GB is recommended to ensure smooth data processing and fast visual analytics rendering. • Storage: A 1 TB drive is recommended to accommodate long-term utility data logging, though a smaller drive may be sufficient depending on the site's specific data retention requirements. Solid-state drives (SSD or NVMe) are strongly recommended for their superior database read and write performance. ### Software Requirements • Automated installation: To streamline onboarding, the MeterSense installer automatically handles all required dependencies. Running the installer will install Python and its required packages, Ghostscript, Tesseract, and XAMPP - no manual setup is needed. • Database initialization: Manual database creation is not required. On first launch, MeterSense automatically generates the required MySQL database and configures all preset tables. ### Network Requirements • Licensing and connectivity: The host server must have outbound network access to communicate with w2ms.com for licensing validation and API connectivity. • Public-facing dashboards (optional): If the client's IT team chooses to make specific dashboards publicly accessible, the network must be configured to allow external access to URLs following these patterns: - http://[DOMAINHERE]/dashboard/Login/Dashboard/PublicFacing.php?dashboard_i d=5 - https://[DomainHERE]//dashboard/Login/Dashboard/preview_campus_dashboard. php?dashboard_id=2 • Public-facing API (optional): If external applications need to retrieve data from MeterSense, the client's IT team must configure network access to expose the required API endpoint(s), for example: - http://[DOMAINHERE]/dashboard/Login/API/usage/monthly.php ### Pre-installation Checklist Ensure the Windows account used for installation has administrator privileges. This is required for Python and other downloads included in the installer. To confirm administrator’s access, follow the steps below: • Press the Windows Key + I on your keyboard to open the Settings app. • Click on Accounts from the menu. • Select Your info (this is usually the default page that opens). • Look just beneath the profile name and picture. If the account has admin rights, the word Administrator is shown. If it says Standard User (or nothing), the account does not have admin rights. ![Pre-installation Checklist](meternet-archive.php?action=doc_image&file=figures%2Fp007-03.jpeg) ![Pre-installation Checklist](meternet-archive.php?action=doc_image&file=figures%2Fp007-02.png) ![Pre-installation Checklist](meternet-archive.php?action=doc_image&file=figures%2Fp007-01.jpeg) ### Running the Installer a) In your downloads folder (or wherever the.exe file is saved), right-click the installer and select Run as administrator. b) Click Yes on the Admin Control prompt. c) Select the installation directory. C:\ is recommended for simplicity, but any drive is acceptable. d) Review the included download files on the screen. e) Select Install. ![Running the Installer](meternet-archive.php?action=doc_image&file=figures%2Fp008-01.jpeg) ![Running the Installer](meternet-archive.php?action=doc_image&file=figures%2Fp008-02.jpeg) ![Running the Installer](meternet-archive.php?action=doc_image&file=figures%2Fp008-03.jpeg) ![Running the Installer](meternet-archive.php?action=doc_image&file=figures%2Fp009-01.jpeg) ### Header The header provides quick access to key areas of the application. the MeterSense logo in the top-left corner returns to the home screen. The text in the centre of the header indicates whether the current view is building-specific or a portfolio-wide overview. The profile icon opens a dropdown with **Get Help**, **Change Password**, light/dark theme toggle, and sign out. Users with admin access also see **Administration**. If the OpenAI AI integration has been activated in the Administration section (see page 79), a small chat panel will appear in the header, allowing the AI assistant to answer questions about energy data and building information. ![Header](meternet-archive.php?action=doc_image&file=figures%2Fp010-01.png) ### Side Navigation Bar This panel provides quick navigation to all pages within the software. The available sections — Energy Flow Chart (p. 26), All-building overview (p. 27), Overall Power Generation (p. 30), Consumption Comparison (p. 30), Mapped Portfolio (p. 31), and Public-facing dashboards (p. 32) — are each described in detail later in this documentation. The page number listed beside each item corresponds to its location in this guide. ### Step 1 — Add Buildings Select Building Info located in the configuration section on the administration page side navigation bar. Now you are on the existing buildings page. This is where all the buildings you have created will appear. Since you do not have any buildings yet, select the New Building button near the top. On the Add New Building page, enter the building details. • Building Name: The name of the building (or an identifier used internally). ![Step 1 — Add Buildings](meternet-archive.php?action=doc_image&file=figures%2Fp011-01.png) • Square Feet: Total size of the building. • Building Use Type: Helps the software understand the efficiency of the building. > **Important:** City, Province/State, Country, and Address: These fields are map driven. To set the address, hold Ctrl and right-click + drag to move the map. Once the correct location is visible, right-click again to drop the pin. The building information will auto-fill. Once the building information is entered, click Save Building. The building is now saved and ready for meter assignment. ### Step 2 — Configure Niagara (if applicable) Now that the buildings have been added to the system, you can connect to Niagara. Select the Config Niagara tab under the Configurations section on the Administration page. You will see a form. Credentials (such as passwords) are encrypted. This information is required to connect to Niagara and retrieve data. Login URL: This should be the link to access this page. An example URL is: http://[DOMAINHERE]/login Enter the username and password, then select Create Configuration. ![Step 2 — Configure Niagara (if applicable)](meternet-archive.php?action=doc_image&file=figures%2Fp012-02.png) ![Step 2 — Configure Niagara (if applicable)](meternet-archive.php?action=doc_image&file=figures%2Fp012-01.jpeg) ### Step 3 — Configure Meters Now that your buildings have been added to the system, you are ready to configure your meters. Navigate to the Config Meters tab under the Configurations section on the Administration page and select a utility to begin. The setup process is identical for each utility type. The steps below use Electricity as an example, but the same workflow applies to Gas, Water, Steam, Chilled Water, Heated Water, and Generator. ![Step 3 — Configure Meters](meternet-archive.php?action=doc_image&file=figures%2Fp013-01.jpg) ### Understanding the Layout The Config Meters page is divided into two panels: • The Canvas (left panel) is your working area where buildings and meters are placed and connected. • The Sankey Diagram Preview (right panel) provides a live visual preview of your energy flow structure. The preview can be toggled open or closed using the arrow button on the right edge of the screen. ### Header Controls The toolbar at the top of the page provides the following actions: • Back to Utility Flow Manager - Returns to the utility overview without saving. • Hide Controls - Collapses the input panel to give more working space on the canvas. • Add Building - Places a new building placeholder on the canvas. • Auto-Generate Meters - Automatically generates database tables for all meters currently visible on the canvas. If a meter has already been generated, this acts as a reset. • Render Live Sankey - Generates a preview of the Sankey diagram based on current data in the database. • Save Sankey - Saves the Sankey layout to the background JSON without affecting meter data. • Save/Update - Saves all meter and building changes to the database. This must be clicked for any changes to take effect on the dashboards. ### Select Utility Type Use the utility selector buttons - Electric, Gas, Water, Steam, Chilled Water, Heated Water, and Generator - to switch between utility canvases. Each utility has its own independent canvas. Make sure to save any changes before switching utilities, as unsaved changes will be lost. In navigation menus, heated water may also appear as **Heating Water**. ### Adding Meters To add a meter, enter the meter name in the input field and click Add Meter. The meter will appear on the canvas. To remove all meters from the current view, click Clear All. Note that meters are color-coded on the canvas - red nodes represent meters and purple nodes represent buildings. ### Step 3A — Add a Building Select Add Building at the top of the page. A building placeholder will appear on the canvas. ![Step 3A — Add a Building](meternet-archive.php?action=doc_image&file=figures%2Fp015-01.jpg) Placeholders appear in the same location each time, so it is best practice to keep the layout near the starting point. Double-click the building placeholder to open the selection modal. Select the desired building, then select Save Selection to save it to the JSON. ![Step 3A — Add a Building](meternet-archive.php?action=doc_image&file=figures%2Fp015-02.jpeg) > **Important:** : The save buttons in the modal save only to the JSON, not to the database. This is so you can work on all meters at once then save/update all of them at once. There is a Save/Update button at the top that will save all meter changes and additions to the database. ### Step 3B — Add a Meter In the input field under Utilities, enter the meter name, then select Add Meter. The meter will appear in the same area as the buildings. Meter names are used to identify meters throughout the system. RED = METER and PURPLE = BUILDING. ![Step 3B — Add a Meter](meternet-archive.php?action=doc_image&file=figures%2Fp016-01.jpeg) ### Step 3C — Connect Meter to Building To connect a meter to a building, right-click the desired meter, then select Connect To…. Then select the desired building. The arrow indicates flow. The arrow should point from the meter toward the building. ![Step 3C — Connect Meter to Building](meternet-archive.php?action=doc_image&file=figures%2Fp016-03.jpeg) ![Step 3C — Connect Meter to Building](meternet-archive.php?action=doc_image&file=figures%2Fp016-02.jpeg) Next, generate the node. Right-click the meter and select Auto Generate Node. Finally, a confirmation message will appear. ![Step 3C — Connect Meter to Building](meternet-archive.php?action=doc_image&file=figures%2Fp016-05.jpeg) ![Step 3C — Connect Meter to Building](meternet-archive.php?action=doc_image&file=figures%2Fp016-04.jpeg) Double-click the meter, and a modal should appear with all of the meter's information. ### Meter Information: This is the basic information: meter name, meter number, building, and meter type. > **Important:** Do not change these values, as doing so will affect the database. If something is configured incorrectly, it is usually best to delete the meter and create a new one. ### Units & Thresholds: • Live Data units are instant data like kW, m3/hr, btu/hr. • Monthly Units is cumulative data kWh, BTU, m3 data points. > **Important:** Changing units on this screen overrides the values configured on the Unit Settings page. This is treated as meter-specific customization. To reset, select Reset Units to Default**, then save. The meter will revert to the general unit's configuration. • Rollover Set Point is the rollover point for the meter. This helps the algorithm detect meter rollover. If you are unsure, leave it at 10,000,000 or set it to 0. • Invalid Threshold is the maximum allowed difference between data points before the algorithm flags points as invalid. The default is 1,000,000,000,000, which effectively treats most values as valid. Large facilities (such as universities) often see differences closer to 2,000 kWh. Adjust this value as needed to fit the site. ### Data Management: If the user decides to change the units of this individual meter, they can select Update past data points in meter table to change all previous points to that unit as well. > **Important:** Values are not converted. The algorithm assumes the unit selected here matches the unit being ingested. The Reset Units to Default button will reset the units to the default units saved on the Unit Settings page. ### Data Sources: Metering Type sets the type of meter it is. There are three types of meters: Master, Main, and Sub. • Master: The top-level meter. This meter represents the entire campus and is not a sub- meter of any other meter. There can only be one Master per building. Other meters feed into this meter. • Main: The primary meter for a building. A Main meter can also be a sub-meter of another building or a Master meter. It can feed into (and be fed by) Master meters. • Sub: The lowest level in the hierarchy. No meters exist below it. It typically feeds into another meter. Data Collection defines how data is ingested into the database. There are two options: • None/Manual (Bills): No live data input. Data comes from parsed utility bills. • Niagara: Live data is pulled from Niagara using the configured links. Status indicates whether the meter is active or inactive. Table Name is the name it's stored in the database. Now that you know what everything does, we are going to switch Data Collection to Niagara. Additional link and server connection options will appear. • kW History Chart Link or Today's Consumption: - The link to the JSON for the instantaneous chart on Niagara. • kWh History Chart Link or Total Consumption: - The link to the JSON for the cumulative chart on Niagara. • Power Factor Chart Link: - The link to the JSON for the Power Factor chart on Niagara. • Meter IP / Niagara Server: - The connection you made to Niagara in the Config Niagara screen. Next, retrieve the required links from Niagara4 browser. This guide uses Firefox because it is easier to find the proper link; Chrome and Edge work as well. Open a new tab and sign in to Niagara using the same information used in Step 2: Configure Niagara (if applicable). Go to the Histories tab and find the chart needed. Right-click on the page and select Inspect. The developer tools panel opens on the side or bottom of the browser. Select the Network tab. If it is not visible, select the overflow arrows next to the other tabs (for example, Debugger and Console). This opens a new section in the developer tools. Next, set the graph to the date range you want to scrape. Keep the Network tab open. In Niagara, select the dropdown that shows something like Year-to-Date, then choose Time Range. A modal appears with start and end dates. Set the desired time range. > **Pro tip:** Leave the End date unchecked so it automatically selects the current day. For the Start date, change the year to before Niagara began collecting data. Niagara will automatically adjust to the first available data point. For example, if the chart started collecting in 2013, set the year to 2000 so you do not have to worry about missing data. After you set the dates, the chart updates and network requests appear in the Network panel. In the Initiator column, look for an entry like app.js:328…. Double-click that row to open the JSON. In Chrome, double-clicking may open a different view. If so, copy the request URL and paste it into a new tab to confirm it is the JSON file. Copy the URL from the JSON page and paste it into the corresponding link field in MeterSense. Remember to set Meter IP to the Niagara configuration created earlier. Repeat this process for each meter and link. Be sure to select Save Changes for each meter before moving on. ### Step 3D — Save and Update After all meters and links have been configured, select Save/Update before leaving the page. After saving, a modal will appear confirming that the meters were created. ![Step 3D — Save and Update](meternet-archive.php?action=doc_image&file=figures%2Fp021-03.jpeg) ![Step 3D — Save and Update](meternet-archive.php?action=doc_image&file=figures%2Fp021-02.jpeg) ![Step 3D — Save and Update](meternet-archive.php?action=doc_image&file=figures%2Fp021-01.jpeg) ### Step 4 — Fetch Meter History This section completes the initial data collection. On the administration screen, select the Fetch History tab in the configuration section on the administration page side navigation bar. ![Step 4 — Fetch Meter History](meternet-archive.php?action=doc_image&file=figures%2Fp022-01.png) For the first data collection, select Universal Scraper. While scraping, a status modal will appear. ![Step 4 — Fetch Meter History](meternet-archive.php?action=doc_image&file=figures%2Fp022-02.png) Stay on this page until the process shows Successful. This process can take time (up to several hours), depending on the amount of historical data and the number of data points. When complete, return to the main screen by selecting the W2MS logo in the top-left corner. ### SMTP Configuration MeterSense supports outbound email through an SMTP server. W2MS does not provide SMTP service. To configure SMTP, open the SMTP tab on the Administration page. Enter the following values: • Host • Port • From address • Username and password (if required) Select Update SMTP Configuration to save. To test the configuration, enter an email address in the Send Test Email section and select Send Test Email. After SMTP is configured, email-based two-factor authentication and kW alarms are available. See **Two-factor authentication (2FA)** under System & Security for email, SMS, app biometric, and Microsoft Authenticator options. ![SMTP Configuration](meternet-archive.php?action=doc_image&file=figures%2Fp023-01.jpeg) ![SMTP Configuration](meternet-archive.php?action=doc_image&file=figures%2Fp078-01.png) ### Google Maps Configuration MeterSense uses the Google Maps API for geocoding and map display. For billing and quota reasons, use a client-owned Google Maps API key. To create an API key, go to https://console.cloud.google.com/apis/ and create a project. If prompted for billing, Google's free tier is typically sufficient for initial setup. https://console.cloud.google.com/apis/ Enable the following APIs: • Maps Embed API • Geocoding API • Maps Static API • Maps JavaScript API • Geolocation API • Time Zone API • Street View Static API • Street View Publish API In the project, go to Credentials, create an API key, then copy the key. In MeterSense, open the Google Maps tab in Integrations section on the Administration page. Then insert the key and save. ![Google Maps Configuration](meternet-archive.php?action=doc_image&file=figures%2Fp024-01.png) ### Parser API (OpenAI) configuration MeterSense supports optional bill parsing and bulk upload using the OpenAI API. Use a client-owned API key so usage is billed directly to the client account. To create an API key, go to the OpenAI API platform and create a new secret key. https://openai.com/api/ Select the Parser API tab in the Integrations section of the administration page. Insert the key and select Save Key and Activate. After the OpenAI integration is activated, the AI assistant can help validate data and support batch bill parsing. If SMTP and the OpenAI API are both configured, users can optionally enable daily email reports with insights from the previous day. ![Parser API (OpenAI) configuration](meternet-archive.php?action=doc_image&file=figures%2Fp025-01.png) ### Sankey Diagram The Sankey diagram shows campus energy flow by utility. The top-right selector indicates the utility being viewed, and the top center shows the unit. Energy flows left to right: sub-meters on the left, and mains or the master meter on the right (depending on configuration). There is also a satellite view of how the energy is distributed across the campus. ![Sankey Diagram](meternet-archive.php?action=doc_image&file=figures%2Fp026-02.jpeg) ![Sankey Diagram](meternet-archive.php?action=doc_image&file=figures%2Fp026-01.jpeg) ### All-building overview All-building overview displays the master meter (or the combined mains) across utilities to provide a campus-wide summary. ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp027-01.png) Total kWh Usage This panel shows the total energy usage converted into kWh for all utilities across the entire campus. • The Gas Usage (m3) panel shows the total gas usage for the entire campus, normalized to m3. • Live Power Demand is the instantaneous power usage normalized into kW for the whole campus. • Total Utility kWh/sqft is the kWh per sqft of all the utilities normalized to kWh. • Total Energy is the true energy footprint of the total campus. ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp027-02.png) • kWh/sqft total portfolio/building kWh equivalent divided by total square footage. • Homes Powered average monthly kWh from available months with data. • CO₂ emissions total kWh equivalent multiplied by configured conversion constant used on this page. • Estimate Monthly Cost average monthly kWh multiplied by configured cost rate. • GHG Calculator CO2/GHG utility contributors selected in Administration > Utility Flow Manager All Utility Campus Equivalence (kWh): Complete campus utilities converted into kWh and displayed as an energy metric. CO₂ emissions: The overall utilities affect CO2 emissions. Specific utilities can be included or excluded in Config Units in the administration page. Gas Usage (m3): Total usage of gas for the portfolio. Total Energy (kWh): History of Total Energy up to 24 months. Energy Intensity (kWh/sqft): History of Energy Intensity up to 24 months. ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp028-01.png) ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp028-02.png) ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp029-01.png) ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp029-02.png) ![All-building overview](meternet-archive.php?action=doc_image&file=figures%2Fp029-03.png) ### Overall Power Generation • Live output is the latest summed generation across active generation meters for this building. • 24-MO Total is the sum of monthly generation for the last 24 months for this building. • Savings are the estimated total of savings through the generated • CO2 Offset is the amount of CO2 saved instead of using the grid • Homes Powered (Monthly Equivalent) is the last 24 months of generation data for this building - Average home monthly kWh uses 10,900 / 12 • Carbon Offset (Tons) has cumulative over the last 24 months • Cars Removed Equivalent is the amount of energy generated to the equivalence of cars co2 production, cumulative over the last 24 months. Generation History Chart: History of Generation over the last 24 months or Live (24-hour view). ![Overall Power Generation](meternet-archive.php?action=doc_image&file=figures%2Fp030-01.jpeg) ### Consumption Comparison The user can compare monthly total usage across buildings. The user can only compare with the same utility. Usage is broken down to each day, monthly total, and timeline total. The day totals are from the individual meter table, but the monthly total is from the same table as the Sankey, so the daily totals may not equal the monthly total if there are missing days. The user can select the utility type (Electric, Gas, Chilled Water, Water, or Steam). If there is a specific date the user can set a date range for the data. Since there can be thousands of lines which bog down the browser we paginate it at the bottom of the left side bar. Show Line Chart will show the buildings selected over the date range. ![Consumption Comparison](meternet-archive.php?action=doc_image&file=figures%2Fp031-01.png) ### Mapped Portfolio Provides a visual overview of all building locations on the map, allowing you to see your entire building portfolio immediately. The map zooms in as much as possible to provide the best possible view of the portfolio. ![Mapped Portfolio](meternet-archive.php?action=doc_image&file=figures%2Fp031-02.jpeg) ### Public-facing dashboards Build custom dashboards so customers can see the energy you are saving in a modern interface. ![Public-facing dashboards](meternet-archive.php?action=doc_image&file=figures%2Fp032-01.png) W2MS offers preset metrics such as Homes Powered, % Change vs Previous Period (MoM), Light Bulbs Powered (Continuous), Fully Charged Smartphones, Homes Powered by Generator (Monthly Equivalent), Energy Reductions/Savings (Generator), Cars Off the Road (Generator Equivalent), and Trees Planted (Generator Equivalent). All the calculations are displayed in the dashboard so the user and users' clients can understand how the data is converted. ### Quick Help If on-screen instructions are needed, select the question mark icon in the bottom-right corner. This opens a brief overview of page functionality. ### Public Configurations Under the Dashboard Management tab, the user can create and edit new public-facing dashboards. ![Public Configurations](meternet-archive.php?action=doc_image&file=figures%2Fp033-01.jpeg) ### Settings Bar Set active dashboard, create new dashboards, preview live dashboard, revert any unsaved changes, and save changes, which update the dashboard in real time. ![Settings Bar](meternet-archive.php?action=doc_image&file=figures%2Fp033-02.png) ### Themes & Appearances • Max Metrics: The user can only select 4 metrics to display at once. • Primary Accent: Changes the accent colors for bar and line graphs (for example, bar colors). • Metric Text: Changes the text color of metric panels. • Main Background: Changes the overall background color. • Panel Surface: The background color of charts and metric panels. ![Themes & Appearances](meternet-archive.php?action=doc_image&file=figures%2Fp033-03.png) ### Branding & News Ticker • News Ticker Active: turn the news panel at the bottom of the screen on or off • Ticker BG: To change the background color of the news footer • Ticker Text: To change the news text color • Header BG: To change the header's background color • Header Image Overlay: To change the logo that appears in the top-left of the header ![Branding & News Ticker](meternet-archive.php?action=doc_image&file=figures%2Fp034-01.jpeg) ### Metrics Modules Preset metrics that can be displayed on the public-facing dashboard. • Homes Powered: The number of homes that have been powered with this month. • % Change vs Previous Period (MoM): compares the last 2 complete months against each other • Light Bulbs Powered (Continuous): How much total kWh usage is converted into continuously powered light bulbs • Smartphones Fully Charged: Total kWh converted to fully charged smartphones • Homes Powered by Generator (Monthly Equivalent): Estimates how many average homes could be powered by on-site generation output. Calculation uses generator electricity production data, converts it to an average monthly generation value over the reporting window, then divides by average monthly household electricity use (10,900 kWh/year ÷ 12) • Energy Reductions/Savings (Generator): Represents electricity generated on-site from generation meters over the selected period. This is treated as displaced grid electricity and reported in kWh equivalent savings. • Tons of Carbon Reduced (Generator): Calculated from on-site generation output multiplied by the configured electric emissions factor, then converted to tons of CO2e. • Cars Off the Road (Generator Equivalent): Converts generator-related avoided emissions into an equivalent number of passenger vehicles removed from the road over the reporting period. • Trees Planted (Generator Equivalent): Converts generator-related avoided carbon into an equivalent number of trees needed to absorb the same amount of CO2. ![Metrics Modules](meternet-archive.php?action=doc_image&file=figures%2Fp035-01.jpeg) ### Chart Visualizations Charts that can be displayed on the public-facing dashboard. Some charts have current and previous period comparisons so users can display the usage difference over the past 2 years. The data comes from the same tables used across all dashboards. ![Chart Visualizations](meternet-archive.php?action=doc_image&file=figures%2Fp036-01.png) ### Dashboard Preview All changes made can be seen on the preview screen. This does not show live data; it is simply a visual preview for comparing colors and metric designs. ![Dashboard Preview](meternet-archive.php?action=doc_image&file=figures%2Fp036-02.png) ### Building Assignments Assign default dashboards to specific buildings. ![Building Assignments](meternet-archive.php?action=doc_image&file=figures%2Fpf-building%20assignments.png) ### Portfolio Config Build a hitbox map of the buildings for easy access for customers. ![Portfolio Config](meternet-archive.php?action=doc_image&file=figures%2Fp037-02.jpeg) ### Portfolio map setup The user will need a picture of the campus and then draw lines around the campus. Once the user reaches the last line, select the building under Active Drawing and click Finish Polygon. ![Portfolio map setup](meternet-archive.php?action=doc_image&file=figures%2Fp038-01.jpeg) ### Portfolio map buttons • Replace Map: To change the map of the campus • Delete: Delete the current campus dashboard and all building data saved in the public- facing dashboard. This action cannot be undone. ![Portfolio map buttons](meternet-archive.php?action=doc_image&file=figures%2Fp038-02.jpeg) • Preview: Select a public link for people to view. Select a default dashboard; this will not affect the custom dashboards that have been set. ### Banner Config Set the news banner at the bottom of a specific dashboard. Preset offers are CTV News, CBC News and University of Windsor News. CBC and CTV have news city options as well. ![Banner Config](meternet-archive.php?action=doc_image&file=figures%2Fp038-03.png) ### Favicon Apply a custom favicon to the public-facing dashboards ![Favicon](meternet-archive.php?action=doc_image&file=figures%2Fp039-01.png) ### Goal Management Goal Management lets administrators set target values for public-dashboard impact metrics at a single building or across **All Buildings** (portfolio). **Where to open it:** From Public Facing / Admin Control configuration, open **Goal Management** (admin access required). **How to set a goal:** 1. Choose a metric from the available public metrics (for example Homes Powered, % Change vs Previous Period, light bulb or smartphone equivalents, CO₂, cars, trees, or generator savings). 2. Select one building or All Buildings. 3. Enter the goal value and an optional description, then save. Delete removes an existing goal. When both a building goal and a portfolio (All Buildings) goal exist for the same metric, the **building goal takes priority** on that building’s public metrics. Goals overlay the live metric values so stakeholders can see progress toward targets. ### Wall / campus display The wall display is a full-screen **Campus Utility Operations** board intended for plant rooms, control centers, or lobby screens. It summarizes campus-level live and recent utility KPIs such as campus electrical output (kW), today’s energy (kWh), steam flow, chilled water, natural gas, and domestic water, along with short-horizon charts (for example generation efficiency vs. electrical output and recent gas/water draw). Use it as an at-a-glance operations view; public-facing dashboards remain the branded storytelling surface for visitors. ### Utility Overview dashboards ### Electricity Dashboard • Daily avg - this month: Average daily energy consumption for the current month. Calculation: Current month's total usage from monthly summary data divided by the number of days elapsed this month. • System Status: Summary of meter connectivity and data quality for this building's electric meters. - Total Meters: The count of all electric meters associated with this building. - Data Integrity: The average 'integrity' score from the 'monthlyusagesummary' table for the most recent month, indicating data completeness. • Cost Analysis: Estimated energy costs based on configured rate and actual meter consumption data. - Costs are estimated using a default rate per kWh/MWh. The monthly estimate is based on the 24-month average consumption, while daily cost is based on the current month's daily average. • Live Power Demand: Current real-time (within 15 minutes) electrical demand from the building's master electric meter. - Progress bar shows current demand as a percentage of the all-time recorded peak. • Energy Analytics: Key performance indicators for energy consumption, efficiency, and environmental impact. - Annual Avg. kWh/sqft: Energy or Water Use Intensity (EUI/WUI). A measure of efficiency normalized by building size - kWh Total (Odometer): The grand total cumulative consumption over all time. - Homes Powered: The equivalent number of average homes that could be powered for a year by this building's energy consumption. - CO₂ Emissions: Estimated Carbon Dioxide equivalent (CO₂e) emissions based on consumption. • Energy Metrics: Energy efficiency indicators comparing current consumption against building characteristics and historical averages. - Forecasted HDD/CDD: Heating and Cooling Degree Days predict weather-related energy demand. - Efficiency Rating: A grade (A+ to D) based on the building's energy intensity compared to similar building types. - Daily Average: Previous month's total usage divided by days in that month. ![Electricity Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp040-01.png) ### Electricity Bill Generator The Electricity Bill Generator produces sample utility bills using rate structures sourced from Ontario-based hydro providers, including Enwin Utilities Ltd., Hydro One, London Hydro, Ottawa Hydro, and Toronto Hydro. These bills can be used for testing, training, or client demonstration purposes. To generate the bill the user must select a utility company. The different utilities have different delivery and other set charges which can be seen near the bottom of the bill. ![Electricity Bill Generator](meternet-archive.php?action=doc_image&file=figures%2Fp042-01.png) There are two rate class options Time of Use (TOU) or Ultra-Low Overnight (ULO). These affect the actual rates shown in the Electricity Charges section, which appears directly above the Delivery & Other Charges section. Select the date range of electricity usage and click Generate Report. ![Electricity Bill Generator](meternet-archive.php?action=doc_image&file=figures%2Fp043-01.png) ![Electricity Bill Generator](meternet-archive.php?action=doc_image&file=figures%2Fp044-01.png) ### Gas Dashboard • Live Flow: Instantaneous raw data from the Niagara server and Master or Mains of that building • Est. Monthly Cost: The estimated monthly bill cost based on monthly usage projections and $0.35/m3. • Monthly Average: Average monthly gas consumption based on available historical data • Today's Usage: Total gas consumed today • Meter Integrity: Based on the amount of valid points and monthly coverage the meter has. The lower the number, the more the algorithm had to "clean" the data because of misreadings or meter downtime. • 30-Day Daily Average: the daily usage average over the last 30 days • Monthly Consumption (m ) Chart: Displays the monthly usage for each month up to 24 months and the most current month has a highlighted projection based on daily average of the current month. • Daily Consumption - Last 30 Days: Daily usage summary for the 30 days. • Live Flow Trend: Instantaneous data for the last 24 hours of the building. ![Gas Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp045-01.png) ![Gas Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp046-01.png) ![Gas Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp046-02.png) ![Gas Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp046-03.jpeg) ### Gas Bill Generator The Gas Bill Generator produces sample gas bills using rate structures based on actual Enbridge Gas billing. To generate a bill, follow the steps below. ![Gas Bill Generator](meternet-archive.php?action=doc_image&file=figures%2Fp047-01.png) • Select Rate Class: - M1: This is the residential rate class. It applies to individual homes and households in the Union South zone. - M2: This is the commercial and industrial (business) rate class. It applies to businesses and larger non-residential facilities in the Union South zone. • Select Unit Bias: Doesn't affect the cost it just changes the value in the Total Usage between Giga Joules and m3 • Select Start and End Date: Grabs the usage rates between the dates selected • Heat Value: Conversion factor used by Enbridge Gas to ensure you are billed for the actual energy you use, rather than just the physical volume of gas that passes through your meter • Generate Bill! Download Digital Bill: Downloads the bill in PNG format if the user wants to save it on their PC ![Gas Bill Generator](meternet-archive.php?action=doc_image&file=figures%2Fp048-01.png) ### Water Dashboard • Live Flow (INTAKE): The most recent flow rate reading received from the meter (typically within the last 15 minutes). • Daily Average: Total water volume consumed this month divided by the number of days elapsed • Comparison (MTD): Compares Month-to-Date volume for current month vs. the exact same period last year • Rolling 12 months: Sum of consumption over the last 12 recorded months • Base Load (Month): The lowest non-zero flow rate recorded continuously during the current month. High base load often indicates leaks. • Month Projection: Estimated total volume for this month • Year Forecast: Estimate of annual consumption • Monthly Consumption Chart: Up to the last 24 months of water consumption • Daily Consumption - Last 30 Days: The daily totals of water usage for each of the last 30 days. • Live Flow Trend - Last 24 hours: The instantaneous data for the last 24 hours. • Intake vs Outtake: This only appears if the building has a water outtake meter. Compares the intake versus outtake of water consumption. ![Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp049-01.jpeg) ![Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp050-01.jpeg) ![Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp050-02.jpeg) ![Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp050-03.jpeg) ![Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp050-04.jpeg) ### Chilled Water Dashboard • This Month: The total chilled water energy consumed during the current calendar month. • Avg Load 24 hours: The average cooling demand calculated over the trailing 24-hour period. • Energy Intensity: The amount of cooling energy consumed per square foot of building space, used to evaluate efficiency. • Current Load: The instantaneous cooling demand, representing the most recent flow rate reading received from the meter (typically updated within the last 15 minutes). • 6-month Total: The cumulative cooling energy consumed over the last six months. • Meter Integrity: A data quality score reflecting the volume of valid data points and total monthly coverage. A lower score indicates that the system's algorithm had to interpolate or "clean" more data because of misreads or meter downtime. • Chilled Water (unit) chart: A historical chart visualizing the last 24 months of monthly consumption data. • Cooling Derived (ton-hours): The cumulative volume of cooling energy supplied to the building over a specific timeframe. It measures the total heat removed, with one ton-hour equating to exactly 12,000 BTUs of cooling energy. Cooling Delivered (Ton-Hours) =  Cooling Rate (Tons) × Time (Hours) • kWh Equivalent (COP=5): An estimate of the electrical energy (in kilowatt-hours) required by the chiller plant to generate the delivered cooling. This calculation assumes an average Coefficient of Performance (COP) of 5, meaning the system produces 5 units of cooling energy for every 1 unit of electrical energy it consumes. kWh Equivalent= Total Cooling Energy (BTU) 3,412 • CW Intensity (kBtu/ft²): A normalized metric showing the amount of chilled water energy consumed per square foot of building space. By factoring in the building's size, it allows for accurate cooling efficiency comparisons across different facilities, regardless of their total square footage. • Standardized (MMBTU): A universal energy metric showing the total monthly cooling energy converted into Million British Thermal Units (MMBTU). Because MMBTU is an industry- standard unit, this metric allows for direct "apples-to-apples" energy comparisons across different building utilities (like natural gas, steam, and electricity) and simplifies portfolio- wide benchmarking. • Live Load Trend (unit) - Last 24h: A chart displaying the raw, real-time meter readings received over the past 24 hours. ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp051-01.jpeg) ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp052-01.png) ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp052-02.png) ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp052-03.png) ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp053-01.png) ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp053-02.png) ![Chilled Water Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp053-03.png) ### Heated Water (Heating Water) Dashboard Heated water appears as **Heated Water** in Config Meters / Utility Flow Manager and as **Heating Water** in building navigation. The dashboard covers heating / heated-water meters using the same Master → Main → Sub hierarchy as other utilities. • This Month: Total heated-water energy consumed during the current calendar month. • Current Load: Instantaneous heating demand from the most recent meter reading (typically within about 15 minutes). • Avg Load 24 hours: Average heating demand over the trailing 24-hour period. • Cost Analysis: Estimated cost based on configured rates (for example $/MMBtu) and recorded consumption. • Energy Intensity: Heating energy normalized by building square footage (for example kBTU/ft²). • Data Integrity: Quality score based on valid data points and monthly coverage; lower scores indicate more cleaning or interpolation was required. • Charts: Monthly consumption with end-of-month projection; daily totals over recent weeks; live 24-hour load trend; kWh-equivalent views when configured; supply/return temperature and ΔT charts when temperature points are present. • Weather outlook: Heating Water dashboards can show weather context alongside load, when the Weather API key is configured. ### Steam Dashboard • Live Thermal Demand: The instantaneous thermal energy flow rate derived from the most recent consecutive meter readings, indicating the current demand for steam or heat. • System Status: A summary of meter connectivity and data quality for the building's thermal meters. It includes two primary indicators: - Active Meters: The count of meters currently marked with an 'Active' status versus the total number of thermal meters installed. - Meter Integrity: The average data integrity score drawn from the most recent month's steam records, reflecting the reliability and completeness of the incoming data. • Cost Analysis: The estimated financial cost of the building's energy consumption based on current utility pricing. • Today's Thermal: The total thermal energy consumed during the current day (or the most recent day with available data). This is calculated by summing all positive changes (deltas) between consecutive meter readings, which includes automatic corrections for meter rollovers and filtering to remove anomalous data spikes. • Thermal Analytics: Key performance indicators tracking thermal energy consumption, building efficiency, and environmental impact. - Intensity: The latest month's thermal energy use normalized by the building's total square footage. - Latest Month: The total thermal energy consumed during the most recently complete calendar month. - CO₂ Emissions: The estimated carbon dioxide emissions resulting from the latest month's thermal energy usage. - 30-Day Avg: The mean daily thermal energy consumption calculated over the trailing 30 days. • Monthly Forecast: Projections for the current month's total energy use based on month-to- date (MTD) usage trends. - MTD Usage: The total thermal energy consumption recorded so far in the current billing cycle or calendar month. - Daily Avg: The average daily consumption calculated for the current month to date. • EOM Projection: The estimated total energy consumption by the end of the month, extrapolated from the current daily average. • Monthly Thermal (Unit) Chart: A historical chart visualizing monthly thermal energy consumption over the past year. It displays actual recorded usage for completed months and uses a stacked bar for the active month, illustrating both the actual month-to- date usage and the projected forecast for the remainder of the month. • Demand (Unit): A line chart tracking the building's continuous thermal energy demand over a 24-hour period • CO₂ (t): A historical trend chart displaying the estimated monthly carbon dioxide emissions generated by the building's thermal energy consumption over the past year. Measured in metric tons (t), this visualizes the building's environmental impact and helps track progress toward sustainability goals. ![Steam Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp054-01.jpeg) ![Steam Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp056-01.png) ![Steam Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp056-02.png) ![Steam Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp056-03.png) ### Generation Dashboard • Live Output (kW): The real-time, instantaneous electrical power currently being generated by the renewable energy system. • 24-Mo Total (kWh): The cumulative electrical energy generated by the system over the trailing 24-month period. It also displays the historical average monthly production. • Est. Savings: The estimated financial savings achieved by offsetting utility grid consumption with self-generated renewable energy. Est. Savings=Total Generation (kWh)×Avoided Grid Utility Rate (\$/kWh) • O₂ Offset (lbs): The estimated volume of carbon dioxide emissions prevented by utilizing clean energy instead of grid power. It includes a relatable translation of these savings into the equivalent number of mature trees planted. • Generation History: A historical trend chart visualizing the system's electrical output (in kWh) over the past 24 months. It highlights seasonal production cycles (e.g., higher solar yield in summer) and includes a toggle to view the live 24-hour production curve. • Impact Analysis: A breakdown of the environmental and community benefits derived from the system's 24-month production. It translates raw energy metrics into relatable real-world equivalencies: - Homes Powered: The number of average residential homes that could be fully powered by the system's average monthly generation. - Carbon Offset (Tons): The cumulative carbon emissions avoided, converted from pounds to standard tons. - Cars Removed: The equivalent number of gasoline-powered passenger vehicles taken off the road for a year based on the carbon offset. • System Status: A high-level operational indicator confirming whether the renewable energy hardware is currently online, communicating with the network, and actively offsetting grid demand. • Generation History chart: A historical chart visualizing monthly energy generation over the past year. It displays actual recorded usage for completed months and uses a stacked bar for the active month, illustrating both the actual month-to-date usage and the projected forecast for the remainder of the month. ![Generation Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp057-01.jpeg) ![Generation Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp058-01.jpeg) ![Generation Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp058-02.png) ### Building Specific Dashboards Each building has its own set of utility dashboards. Any utility that has been configured for a building - such as Electric, Gas, Water, Chilled Water, Heated Water (Heating Water), Steam, or Generation - will automatically appear in that building's dropdown. No manual setup is required to make them visible; they populate based on what has been configured in the system. Each building also includes a Building Overview and a Flow Chart (Sankey diagram), both of which are derived from the master or main meters assigned to that building. ![Building Specific Dashboards](meternet-archive.php?action=doc_image&file=figures%2Fp058-03.png) ### Upload Bills This page allows you to upload, view, and compare actual utility bills against the automated data collected from Niagara, giving you a clear side-by-side view of billed versus recorded consumption. ![Upload Bills](meternet-archive.php?action=doc_image&file=figures%2Fp059-01.jpeg) ### View Filters The filters at the top of the page allow you to switch between buildings, select specific meters, and change the year to browse a complete history for that building. These filters only affect what is displayed on screen - they have no impact on the upload process. ![View Filters](meternet-archive.php?action=doc_image&file=figures%2Fp059-02.png) ### Single Bill Parser The built-in bill parser is available at no cost and allows you to upload and extract data from individual utility bills. The parser will attempt to read the PDF automatically. If it cannot extract the data on its own, a popup modal will appear prompting you to fill in the details manually. To upload a single bill, follow these steps in order. First, select the meter to which you want to upload the bill. Next, select the billing month, then upload the PDF file and click Parse PDF. Once the parser has processed the document, review the extracted data in the confirmation modal to ensure everything looks correct before saving. After confirming, the bill will be saved, and a gold bar will appear on the usage chart representing the parsed bill value. ![Single Bill Parser](meternet-archive.php?action=doc_image&file=figures%2Fp060-01.png) ### Batch Upload - AI-Assisted If you have multiple bills to upload at once, the Batch Upload option allows you to upload several PDFs or ZIP archives in a single operation. This feature relies on the AI parser, which must be enabled by an Administrator before it can be used, as it incurs a cost per use. For instructions on enabling it, refer to the Parser API (OpenAI) configuration section. To use Batch Upload, select the target meter, upload your PDF or ZIP files, then click Process Batch. ![Batch Upload - AI-Assisted](meternet-archive.php?action=doc_image&file=figures%2Fp061-01.png) Once complete, all successfully parsed bills will be added to the system automatically with no further input required. ### Summary Statistics The following summary cards appear below the filters and update based on your current filter selection: Total Usage: displays the complete consumption for the selected meter across the chosen year, expressed in the utility's native unit of measurement. Total Cost: shows the total amount spent for the selected year based on the parsed bill data. Average Rate per Unit: shows the average cost per unit of consumption for the selected meter over the selected period. ![Summary Statistics](meternet-archive.php?action=doc_image&file=figures%2Fp061-02.png) ### Usage History The usage history chart plots both automated Niagara data and parsed bill data side by side for easy comparison. Blue bars represent automated data and gold bars represent parsed bill values. If only parsed bill data exists for a meter and no automated data is available, the parsed bills serve as the sole data source and are not duplicated in the database. The unit of measurement can be switched between available unit options using the dropdown in the chart. Double-clicking a gold bar will open the corresponding bill PDF - note that a meter must be selected in the filter first for the system to know which PDF to retrieve. ![Usage History](meternet-archive.php?action=doc_image&file=figures%2Fp062-01.jpeg) ### Cost View To view costs rather than consumption, click the Cost button located next to the CSV download and unit dropdown in the top right of the chart. This switches the chart to a line graph displaying the cost of each bill month by month, making it easy to spot spending trends over time. Saved Bills: All uploaded bills are listed in the Saved Bills section below the chart. From here you can open and view any individual bill or delete it if needed. Please note that deleted bills cannot be recovered, so take care before confirming a deletion. ![Cost View](meternet-archive.php?action=doc_image&file=figures%2Fp062-02.jpeg) ### Monthly Consumption History This dashboard displays the monthly utility consumption for the selected building. The chart can be viewed across four-time ranges - 6 Months, 12 Months, Annual, or All Time - selectable from the dropdown in the top right corner. The table to the right of the chart lists each period's recorded usage alongside an Integrity percentage, which indicates the completeness of the data collected for that month. The value of 100% means the system recorded a full month of data with no gaps, while a lower percentage indicates that some readings may be missing or incomplete for that period. The full dataset currently displayed on screen can be exported at any time using the Download CSV button in the top right corner. ![Monthly Consumption History](meternet-archive.php?action=doc_image&file=figures%2Fp063-01.jpeg) ### Live Consumption History This dashboard displays the building's live instantaneous consumption data over a selectable time range. The chart can be viewed across preset ranges of 24 Hours or 7 Days, or a Custom Date Range can be defined using the date range dropdown located in the bar above the graph. When a custom date range is selected, the line graph will render only the data visible on the current page of the right-hand pagination panel rather than the full range at once. This is intentional - loading a very large date range in its entirety would place significant strain on the server, so the data is paginated to keep the page responsive. To navigate between pages more quickly, you can type a page number directly into the page input field rather than clicking through page by page. The chart also displays a Base Load line, which represents the lowest valid consumption reading within the selected date range. This gives a useful reference point for the minimum amount of energy the building required to operate during that period - in other words, the floor below which consumption did not drop regardless of occupancy or activity. Data can be exported in two ways using the CSV download options available on the page. You can download the data for the currently selected date range only or export the complete recorded history for that meter if a full audit or long-term analysis is needed. ![Live Consumption History](meternet-archive.php?action=doc_image&file=figures%2Fp064-01.jpeg) ### Meter Specific Dashboard This page provides a detailed breakdown of the data being collected for a specific meter, including its current reading, data integrity, and full consumption history. If you need to verify exactly what a meter is reporting or assess the quality of its data, this is where to look. ![Meter Specific Dashboard](meternet-archive.php?action=doc_image&file=figures%2Fp065-01.jpeg) ### Flow/Power Chart Displays the most recent instantaneous reading pulled from that meter, reflecting what the meter last reported during the latest data collection cycle. ### Meter Integrity A percentage that reflects the overall quality and completeness of the data collected for that meter. It is calculated based on the number of valid data points recorded relative to the expected monthly coverage. The lower the integrity score, the more the system's cleaning algorithm had to intervene to correct or discard misreadings - typically caused by the meter being temporarily offline, reporting anomalous values, or experiencing communication issues. ### Statistics Provides a quick reference summary of the meter's data profile. Meter Records shows the total number of individual data points collected. History shows the full span of time covered by the meter's recorded data. Flow Unit indicates the unit used for instantaneous power or flow readings, and Usage Unit indicates the unit used for monthly consumption totals. These two units may differ depending on how the meter reports data. ### Flow/Power Chart Displays the meter's instantaneous consumption over time, viewable in 24-hour blocks. The data can be exported as a CSV file for the selected date range. If you prefer to see the raw numerical values rather than the chart visualization, a table view is available by clicking the sheet icon located between the CSV download button and the date range selector. ### Usage Chart Displays the meter's complete monthly consumption history, viewable across three time ranges - 6 Months, 12 Months, or All Time. As with the Flow Chart, a table view is available between the CSV download button and the date range selector for those who need the raw figures rather than the visual representation. ![Usage Chart](meternet-archive.php?action=doc_image&file=figures%2Fp066-01.jpeg) ![Usage Chart](meternet-archive.php?action=doc_image&file=figures%2Fp066-02.jpeg) ![Usage Chart](meternet-archive.php?action=doc_image&file=figures%2Fp066-03.jpeg) ### Configuration ### Home Config Select the default home page for MeterSense. This determines the page that is displayed on login and when the MeterSense logo in the top-left corner is clicked. ![Home Config](meternet-archive.php?action=doc_image&file=figures%2Fp067-01.png) ### Config Niagara To see how to connect your Niagara account, please go to Step 2 — Configure Niagara (if applicable) in the Building and meter setup section above. The user can view, edit, and delete any of the Niagara connections here. Once deleted, the information is gone and it needs to be re-entered in Niagara Configuration and, where applicable, in Config Meters. ![Config Niagara](meternet-archive.php?action=doc_image&file=figures%2Fp068-01.png) ### Config Meters To see how to configure the meters, please go to Step 3 — Configure Meters above. ![Config Meters](meternet-archive.php?action=doc_image&file=figures%2Fp069-02.png) • Utilities Contributing to CO₂ emissions: The user can decide which utilities apply to the CO2 emission charts • Configure Units: Change current, past, and future data points. The user can also switch from Niagara Data to Bill Data, which means when our background algorithms convert data points into analytics and charts it will only use bills if activated. • Energy Flow Builder/ Meter Configuration: The user can add, update, or delete meters and buildings. For the setup process please go to Step 3 — Configure Meters above. - Header Controls: - Add Building: add a building to the canvas - Auto-Generate Meters: All the meters visible will be auto-generated at once. Creating tables if needed. If the meter is already generated it will act as a reset. - Render Live Sankey: Once meters are set up the user can generate a preview of what the Sankey will look like based on the data in the database - Save Sankey: Save the Sankey JSON created in the background without affecting actual meter information - Save/Update: Save all meters and buildings to the database based on the changes made in the JSON. This must be clicked for the changes to take effect on the dashboards. - Select Utility Type: Switch between utility canvas. Make sure to save changes before switching. - Add Meter: Add meters to the canvas - Naming Scheme: Try to use camel case when possible and avoid using spaces. - Clear All Button: Will remove everything from the canvas. If clicked by accident, leave the page without saving and re-entering should restore the meters. • Canvas Design: PURPLE rectangles are BUILDINGS; RED rectangles represent METERS. BLUE lines represent the flow and must go from METER to BUILDING, as designated by the arrow. - Right Click Menu: - Connect to…: Tells the meter which building to connect to. - Edit Meter: Shows meter information in a pop-up menu that can be edited and saved. - Auto Generate Node: Generates the individual meter into the database - Select Connected Nodes: Select the most direct connection either building or meter. - Delete Node: removes the meter from the canvas ![Config Meters](meternet-archive.php?action=doc_image&file=figures%2Fp069-01.jpeg) ![Config Meters](meternet-archive.php?action=doc_image&file=figures%2Fp069-03.png) ![Config Meters](meternet-archive.php?action=doc_image&file=figures%2Fp070-01.png) ### Building Info To see how to add buildings, please go to Step 1 — Add Buildings above. This section is critical for accurate data collection and is one of the most common sources of setup issues - take care not to skip or reorder any steps. If no map is available for your site, skip this section and proceed to Google Maps Configuration instead. • New Building: Add new buildings to database for meter set up later. - Building Name: Placeholder for the building name - Square Feet: The square footage of the building being added to help with efficiency ratings and more - Building Usage Type: What type of building is it? Helps with efficiency ratings seen on dashboards - Address, City, Province/State, Country: non-editable fields To set the location, the user must find the location on the map and then set the pin by clicking the left mouse button. ![Building Info](meternet-archive.php?action=doc_image&file=figures%2Fp072-01.png) ![Building Info](meternet-archive.php?action=doc_image&file=figures%2Fp072-02.jpeg) ### Data Logs #### Action History Action History is a historical log of logins and changes such as public-facing updates, AI parser activity, and similar events. Not everything is tracked on this page. The user can also filter by user, timestamp, transaction, origin, or id. Download CSV downloads the complete history log in CSV format. #### Detailed Log Detailed Log displays a historical log of actions performed on database-changing pages such as Energy Flow Builder (meter and Sankey), adding buildings, changing units, and similar functions. ![Data Logs](meternet-archive.php?action=doc_image&file=figures%2Fp073-02.png) Also downloadable in csv form. All information can be filtered by user, page, action, and date. ![Data Logs](meternet-archive.php?action=doc_image&file=figures%2Fp073-01.png) ### Fetch History For a step-by-step process to run the processor, please go to Step 4 — Fetch Meter History in the Building and meter setup section above. Fetch Meter is used to retrieve historical data for your meters, either all at once or individually. Universal Scraper will process every scraper in sequence. If historical data already exists for a given meter, duplicate records will automatically be skipped. For meter-specific fetching, select the desired meters from the Available Meters list by clicking Add ![Fetch History](meternet-archive.php?action=doc_image&file=figures%2Fp074-01.png) - each selected meter will appear in the Selected Queue. Once your selection is ready, click Execute Scraper to begin. Do not navigate away from this screen until the completion pop-up appears, as this confirms the scraper has finished successfully. ### Documentation & Archives **Documentation & Archives** hosts this searchable guide, release notes, and past MeterSense update packages. The archive log of all past MeterSense versions released as updates. While it is not possible to roll back to a previous version directly, if a rollback is absolutely necessary please reach out to info@w2ms.com to discuss available options. It is also important to note that these are update files, not initial installation packages. If an update file is sent to a machine that does not already have MeterSense installed, the installer will not function ![Documentation & Archives](meternet-archive.php?action=doc_image&file=figures%2Fp075-01.png) - MeterSense must be installed first through the standard setup process before any update can be applied. If a new update is available, a small FAB icon will appear in the bottom-right corner of the screen indicating that an update is available. ### Public Visits Public Visits provides insight into which dashboards are receiving the most attention and when they are being viewed. The visit log can also be exported as a CSV file for further analysis or record- keeping. ![Public Visits](meternet-archive.php?action=doc_image&file=figures%2Fp075-02.png) ### System & Security ### User Privileges User Privileges provides a complete overview of all users within the system, including their roles and permissions, alarm assignments, terms and conditions agreements, and available actions such as resetting passwords, updating user information, and deleting accounts. Only administrators can modify other users' accounts. Note that the info@w2ms.com account is the designated super admin and cannot be edited or deleted. ![User Privileges](meternet-archive.php?action=doc_image&file=figures%2Fp076-01.png) ### Permission Types Admin: Has complete access to all areas of the software and can modify other users' permissions. This role is intended for the manager or supervisor responsible for overseeing the system. General+: Provides access to informational and read-only pages, including Home Config, Config Meters (Read Only), Fetch History, Documentation & Archives, Public Visits. This role cannot make any changes that affect the database. Public Facing: Provides access to the public-facing dashboard, including the ability to create new dashboards, change metrics, update favicons, and perform similar configuration tasks. This role also inherits read-only access to Home Config, Config Meters (Read Only), Fetch History, Documentation & Archives, Public Visits, and CO₂/kWh. Admin Restrict: Has the same access level as a standard Admin, with the exception that this role cannot modify other admin accounts. This is suitable for senior users who need broad access but should not have full administrative authority over the system. Alarms Administrators can assign meter alarm alerts to users, which are delivered via email. Note that SMTP must be configured beforehand (see SMTP Configuration above), and alarm thresholds must be defined under **Administration → Integrations → Alarms** (kW Alarms and/or Meter Reading Alarms) before alerts can be sent. Per-user **Alarms** and **IESO** toggles on User Privileges control kW and IESO email delivery respectively; meter reading alarms use the recipient lists configured on the Meter Reading Alarms tab. ### Two-factor authentication (2FA) When two-factor authentication is enabled for a user, MeterSense prompts for a second factor after a successful password login. SMTP configuration is required for email-based codes. **Methods available on the 2FA challenge page (depending on enrollment):** • **Email** — one-time code sent to the user’s login email (short validity window) • **Phone (SMS)** — if a phone number is enrolled for the account • **App biometric (Android)** — if app-based 2FA is enabled for the user • **Microsoft Authenticator** — TOTP via QR setup (`ms-auth`); complete setup until the authenticator is verified Administrators manage 2FA status from user/security controls; users complete Authenticator enrollment when prompted. Resend and verify flows are available on the 2FA page if a code expires. ### Agreement This section allows administrators to view a user's signed terms and conditions agreement, serving as a record of signature and confirmation of what the user consented to at the time of signing. ### Actions Reset Password: Sends an email to the user containing a temporary password. The user will be prompted to set a new password upon their next login. Edit User: Allows an administrator to update the user's first name, last name, or email address. Delete User: Permanently removes the user from the system. Note that although the account is deleted, the user's activity will still appear in the History log for audit and record-keeping purposes. ### Create User Enter the new user's first name, last name, and email address, then select the permission level using the admin dropdown. ![Create User](meternet-archive.php?action=doc_image&file=figures%2Fp077-01.png) ### SMTP Configuration For any emails to be sent from the server, an SMTP connection must be configured first. If this has not been set up yet, refer to SMTP Configuration on page 22. The following fields are required: an SMTP host, a port number, and a From Email Address. A username and password may also be required depending on the requirements of your SMTP provider. To verify that the configuration is working correctly, enter your email address in the test field on the right side of the screen and click Send Test. If the configuration is valid, a test email will arrive in your inbox shortly. ![SMTP Configuration](meternet-archive.php?action=doc_image&file=figures%2Fp023-01.jpeg) ![SMTP Configuration](meternet-archive.php?action=doc_image&file=figures%2Fp078-01.png) ### kW Alarms kW Alarms allow you to receive live consumption alerts when a building's power demand exceeds a defined threshold. To get started, open **Administration → Integrations → Alarms**, select the **kW Alarms** tab, choose the master building for your portfolio, and set a threshold as a percentage of peak kW. Once configured, assign which users receive these alerts by navigating to User Privileges and enabling the **Alarms** toggle for each recipient. All active alarms are listed on this page and can be removed at any time if they are no longer needed. A Recent Alarm Events section is also available, providing a running history of every instance an alarm has been triggered for reference and review. SMTP must be configured before email delivery works. You can also run a check manually or preview email content from the Alarms page. ### Meter Reading Alarms Meter Reading Alarms watch for **invalid cumulative register steps** on enabled meters (misreads, communication gaps, or anomalous jumps), separate from live kW demand thresholds. **Where:** Administration → Integrations → Alarms → **Meter Reading Alarms** **Typical configuration:** • Master enable/disable for the feature. • Lookback window in hours (default 48; allowed range is typically 1–720). • Minimum number of invalid steps required before an alert fires (default 2). • Per-meter enable, plus global and/or per-meter snooze when you need to suppress noise temporarily. • Dedicated recipient list (global and/or per-meter), independent of the kW Alarms user toggles. Checks also run as part of overnight automation. SMTP is required for email delivery. Use **Run check now** and email preview on the Alarms page when validating setup. CO2 Emissions MeterSense sources CO2e data from the Ontario Energy Snapshot, published by ontario.ca. The forecast covers emissions projections through 2034, with CO2e values expressed per kWh and varying by year. These values are manually editable if adjustments are needed. This data feeds directly into the CO₂ emissions calculations displayed across all utility dashboards. ![kW Alarms](meternet-archive.php?action=doc_image&file=figures%2Fp079-01.png) ![kW Alarms](meternet-archive.php?action=doc_image&file=figures%2Fp080-01.png) ### Integrations ### API Integrations Hub The API Integrations Hub is your secure gateway for connecting third-party tools and custom applications—including **Power BI**—to your MeterSense energy data. Access is managed through unique, high-entropy credentials - an **X-API-Key** and **X-API-Secret** - which are generated within the Hub and used as request headers to authenticate all incoming requests. Query-string authentication is disabled in production. This ensures that your building and meter usage data is only accessible to authorized integrations. You have full control over your credentials at any time. Keys can be rotated to align with security best practices, temporarily disabled when not in use, or deleted entirely to immediately revoke access. Typically one key pair is issued per user or integration. **Security controls in the Hub:** • Global enable (when off, API calls return 403) • Require HTTPS • Rate limit per key / IP / minute (default 120) • CORS allow-list (an empty allow-list blocks browser CORS access) The Hub also includes a Real-Time API Call Log (latest entries), giving you visibility into requests against your credentials—timestamp, endpoint, and response status. **Primary endpoints** (see **API Documentation** in Administration for full request parameters): • Monthly usage — `/dashboard/Login/api/usage/monthly.php` with `request_type` of meter, building, or portfolio; required `utility`; optional `month=YYYY-MM`; `scope_id` for meter or building scope • Building locations — `/dashboard/Login/api/usage/building_locations.php` (optional building `id`) for portfolio geo data ![API Integrations Hub](meternet-archive.php?action=doc_image&file=figures%2Fp081-01.png) ### IESO Integrations IESO Integrations provide Ontario peak awareness for campuses participating in Class A / Global Adjustment–related peak management. **Where:** Administration → Integrations → **IESO Integrations** **Tabs:** Overview | Historical | Emails | References **What you can see and do:** • Daily peak forecast and today’s actual demand context • Historical peak views and building usage proxy during peak windows • Enable peak-notifier emails and set **lead minutes** before the forecast peak (typically 5–180 minutes; default 60) • Send a test email to a software user and preview test/production HTML • Assign recipients under **User Privileges** using the per-user **IESO** / IESO Emails toggle (`ieso_notify`) Charts depend on IESO scraper data. If forecast charts are empty, run the IESO scraper (or wait for the scheduled job) so published peak data is available. Email content typically includes forecast date, peak hour and MW, published time, time to peak, current demand, delta/% of peak, peak-window status, and the configured lead time (America/Toronto). ### Parser API This page serves as the control panel for MeterSense's AI-powered features, including bill parsing and automated daily summary reports. It provides a secure interface for administrators to manage their OpenAI API key, toggle AI features on or off, and configure automated reporting. Key Management API keys are encrypted before being saved to the database, ensuring credentials are never stored in plain text. The key is masked on screen to prevent shoulder surfing, with a visibility toggle available when you need to inspect the value directly. If encryption fails at any point, the error is logged silently on the server and you will be notified without the page crashing. Feature Toggles Two features can be enabled or disabled independently - the AI Parser and the Daily AI Report. Before either can be turned on, the system validates that all prerequisites are met. The Daily AI Report in particular requires an API key to be saved, the AI Parser to be active, and SMTP to be configured for email delivery. If any of these conditions are not met, the toggle will be visually disabled and the missing requirement will be indicated on screen. When disabling a feature, a confirmation prompt will appear to prevent accidental changes to critical settings. Audit Logging Every significant action taken on this page - saving a key, enabling a feature, disabling a feature - is recorded in the system history log, providing a clear audit trail for accountability and troubleshooting purposes. ![Parser API](meternet-archive.php?action=doc_image&file=figures%2Fp082-01.png) ### Google Maps The key is encrypted before storage and is never exposed in plain text. The current active key is masked on screen to prevent it from being read or copied by someone at or near the monitor. To update the key, paste your new API key into the New API Key field and click Save Key. The key will be encrypted and stored immediately. A confirmation or error message will appear on screen indicating whether the save was successful. If you have not yet created a Google Maps API key, refer to the Google Maps Configuration section for step-by-step instructions on generating one through the Google Cloud Console. ![Google Maps](meternet-archive.php?action=doc_image&file=figures%2Fp083-01.png) ### Weather API This page allows an administrator to save and manage the OpenWeather API key used by MeterSense to fetch weather data and calculate heating and cooling degree days. The key is encrypted before being stored in the database and is decrypted only on the server side when needed - it is never displayed in plain text. To save a key, paste your raw OpenWeather API key into the OpenWeather API Key field and click Save Key. If a key is already stored, it will be displayed in a masked format on screen. To remove the active key entirely, click Remove Key - this will immediately delete it from the database. A confirmation or error message will appear after either action to indicate whether it was successful. All changes are recorded in the system history log for auditing purposes. If you do not yet have an OpenWeather API key, you can generate one by registering at openweathermap.org. ![Weather API](meternet-archive.php?action=doc_image&file=figures%2Fp084-01.png) ### General Plus **Can access:** Building Info, Home Config, Batch Bill Upload, Bill Workbench, Export Bill/Niagara Data, CO₂/kWh, Fetch History, Documentation & Archives, API Integrations Hub (read-only), IESO Integrations, Alarms (view). **Read-only:** Config Meters (view only, no structural changes). **Cannot access:** Config Niagara, Action History, Detailed Log, Anonymize IPs, Privacy Compliance, Database Health, W2MS API Debug, SMTP, Google Maps, Parser API, Weather API, Remote Access (W2MS), Public Visits, User Privileges. ### Public Facing Everything in **General Plus**, plus Public Facing configuration, Public Visits, and full Home Config edit access. ### Admin Restrict Same visibility as **Admin** for operational settings, except cannot modify Admin/Super Admin users; User Privileges is read-only. ### Admin Full access to all Administration areas except Super Admin-only diagnostics. ### Super Admin All **Admin** capabilities, plus: Detailed Log, Anonymize Stored IPs, Privacy Compliance, Database Health, W2MS API Debug, SQL / Table Explorer, and ability to assign Super Admin to other users. ### User management actions | Action | Description | |--------|-------------| | **Create user** | First name, last name, email, role | | **Reset password** | Sends temporary password; user must change on next login | | **Edit user** | Update name or email | | **Delete user** | Removes account; history retained | | **Alarm toggles** | Per-user kW and IESO notification preferences | | **Agreement** | View signed license / terms record | --- ### Global | Shortcut | Action | |----------|--------| | `Ctrl+F5` / `Cmd+Shift+R` | Hard refresh after an update | | `Esc` | Close the topmost modal, drawer, or panel | | `Ctrl+/` / `Cmd+/` | Focus documentation section search (in-app viewer) | ### Config Meters (Utility Flow Manager) | Key | Action | |-----|--------| | `1` – `7` | Open utility card: Chilled Water, Electric, Gas, Generation, Heated Water, Steam, Water | | `Esc` | Close utility sidebar | ### Energy Flow Builder | Shortcut | Action | |----------|--------| | `Ctrl+S` / `Cmd+S` | Save / update meters and buildings | | `Ctrl+0` / `Cmd+0` | Fit canvas to nodes | | `Ctrl+C/V/A` | Copy / paste / select all | | `Delete` / `Backspace` | Delete selected nodes | | `Ctrl+Scroll` | Zoom canvas | ### Mapped portfolio | Shortcut | Action | |----------|--------| | `Esc` | Cancel drawing | | `Ctrl+Z` | Undo last map point | | `Ctrl+Scroll` | Zoom map | | `Ctrl+Drag` | Pan map | ![Mapped portfolio](meternet-archive.php?action=doc_image&file=figures%2Fp031-02.jpeg) ### Audit module | Shortcut | Action | |----------|--------| | `Ctrl+/` | Focus bill search | | `↑` / `↓` / `Enter` | Navigate results | ### SQL / Table Explorer (Super Admin) | Shortcut | Action | |----------|--------| | `Ctrl+Enter` | Run query | --- ### Navigation quick reference | Layer | How to open | |-------|-------------| | Portfolio | Menu → Portfolio Overview, Consumption Comparison, Energy Flow Chart, Mapped Portfolio, Overall Power Generation | | Building | Menu → select building → Building Overview or utility link | | Meter | Sidebar → building → utility → meter name | ### Data sources Charts pull from `monthlyusagesummary`, Niagara live tables, parsed bills, and the meter hierarchy (master → main → sub). Portfolio live kW uses a cached aggregate refreshed on demand. ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp018-01.jpeg) ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp019-01.jpeg) ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp019-02.jpeg) ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp019-03.jpeg) ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp020-01.jpeg) ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp020-02.jpeg) ![Data sources](meternet-archive.php?action=doc_image&file=figures%2Fp020-03.jpeg) ### Public visit analytics **Administration → Public Visits** — anonymous views, unique visitors, country/building breakdowns, CSV export. Raw IPs are never stored. ### Bill comparison and audit **Bill Workbench** and **Full Bill Comparison** reconcile utility invoices against automated data. ### Energy Audit Hub The Energy Audit Hub is a dedicated bill and audit workspace for searching uploads, reviewing intake, and analyzing billed energy data. **Where:** Open the Audit Module from the application (Energy Audit Hub / `AuditMain`). Use **Ctrl+/** to focus bill search. **Areas:** • Overview — high-level audit status and filters (site, utility, status) • Audits — audit records and review workflow • Integrator Input — manual entry for integrator workflows • Analytics — billed-energy analytics views • Bill Upload — upload bills into the audit pipeline • Settings — module configuration **Search and filters:** • Global search across bills and uploads (vendor, account, site, path, OCR/index text) • Prefix filters such as `vendor:`, `site:`, `account:` / `account_no:` • Metric filters such as `kwh>10000` or ranges like `kwh:1000..2000` • Date windows with `from` / `to` Use the Audit Hub when you need searchable bill analytics beyond a single building’s Upload Bills page. --- ### Overnight automation MeterSense can run a scheduled overnight job (`RunMeterSenseAutomation.bat`) so dashboards stay current without manual scrapes. Typical stages include: 1. Acquire a run lock (mutex) so overlapping jobs do not collide 2. Niagara history scrape 3. Populate / roll up monthly usage 4. Sync bill vs automated comparisons where applicable 5. Update Sankey (campus and building kWh flow) 6. Degree days refresh 7. Database maintenance 8. kW alarm scheduler 9. Meter reading alarm scheduler 10. Release the run lock Individual stages may be skipped when their data sources are not configured. Failures in one stage generally allow later stages to continue; review Action History / logs after unexpected gaps. Schedule this batch via Windows Task Scheduler on the host server according to site policy. --- ### Get Help Use **Get Help** from the user menu or email **info@w2ms.com**. ### Software updates 1. Watch for the update FAB when a release is available. 2. Open **Administration → Software Update**. 3. Apply the update on the server. 4. Hard-refresh browsers (`Ctrl+F5`). Release notes and this guide: **Administration → Documentation & Archives**. --- *© 2026 W2MS — Web to Mobile Services. All rights reserved.*