Energy Hub how-to

Find step-by-step instructions for setting up, managing, and customizing Energy Hub.

 

 

Accessing Energy Hub

Goal App Instructions
Get a Schneider Electric ID Web and mobile Instructions
Edit the Schneider Electric ID profile Web and mobile Instructions
Log in to the Energy Hub web app Web only Instructions
Log out of the Energy Hub web app Web only Instructions
Download the Energy Hub mobile app Mobile only Instructions
Log in to the Energy Hub mobile app Mobile only Instructions
Log out of the Energy Hub mobile app Mobile only Instructions

Alarming and notifications

Goal App Instructions
Edit notification settings Web and mobile Instructions
Acknowledge an alarm Web and mobile Instructions
Share an alarm Mobile only Instructions
Create a software alarm rule Web and mobile Instructions
Edit a software alarm rule Web and mobile Instructions
Enable or disable a software alarm rule Web and mobile Instructions
Delete a software alarm rule Web and mobile Instructions
View alarm information Web and mobile Instructions
View existing software alarm rules Web and mobile Instructions

Automation and control

Goal App Instructions
Manually control non-critical loads Mobile only Instructions
Create a load schedule (for automatic control) Mobile only Instructions
Edit a load schedule (for automatic control) Mobile only Instructions
Delete a load schedule (for automatic control) Mobile only Instructions
Enable or disable a load schedule (for automatic control) Mobile only Instructions
View a load schedule (for load control) Mobile only Instructions
View load status (for load control) Mobile only Instructions

Consumption and demand

Goal App Instructions
Set the energy mode for a location Web only Instructions
Configure water and gas consumption Web only Instructions
Create a business hour schedule Web only Instructions
Compare consumption over time Web only Instructions
Compare consumption for locations or equipment Web only Instructions
Turn off consumption comparison Web only Instructions
Set a consumption target for a site Web and mobile Instructions
Change the degree day baseline temperatures Web only Instructions
View energy, water, and gas consumption Web and mobile Instructions
View electrical power or demand Web and mobile Instructions
View consumption by business hours Web only Instructions
View energy performance information Web and mobile Instructions
View intensity (normalized consumption) Web only Instructions
View weather normalization Web only Instructions

Cost

Goal App Instructions
Set the electricity rate for a site Mobile only Instructions
Set an electricity sell-back rate for a site Web only Instructions
Create a tariff for electricity, water, and gas Web only Instructions
Assign a tariff to a site Web only Instructions
Edit a tariff Web only Instructions
Remove a tariff from a site Web only Instructions
Delete a tariff Web only Instructions
Change the currency Web and mobile Instructions
View energy cost Web and mobile Instructions
View which tariffs have been assigned to a site Web only Instructions
View tariff details Web only Instructions
View the list of all available tariffs for an organization Web only Instructions

Devices

Goal App Instructions
Add an electricity, water, or gas monitoring device Web and mobile Instructions
Edit device settings Web only Instructions
Delete a device None Instructions

Emergency lighting

Goal App Instructions
View emergency lighting data Web and mobile Instructions

Equipment

Goal App Instructions
Add equipment Web and mobile Instructions
Edit equipment Web only Instructions
Delete equipment None Instructions

Equipment status and trends

Goal App Instructions
View equipment status information Web and mobile Instructions
View power system data trends Web and mobile Instructions

Gateways

Goal App Instructions
Add a gateway Web only Instructions
Edit a gateway Web only Instructions
Delete a gateway Web only Instructions

Greenhouse gas emissions

Goal App Instructions
View greenhouse gas emissions Web only Instructions

Help

Goal App Instructions
Open Energy Hub Help Web and mobile Instructions
Select the help language Web and mobile Instructions
Use the help tools Web and mobile Instructions

Loads, supplies, and energy usage types

Goal App Instructions
Add a load or supply and assign a usage type Web only Instructions
Change a usage type Web only Instructions
Remove a load or supply Web only Instructions

NABERS

Goal App Instructions
Add a building to the NABERS building list Web only Instructions
Remove a building from the NABERS building list Web only Instructions
Create a NABERS rating for a building Web only Instructions
Edit NABERS rating inputs Web only Instructions
Recalculate a NABERS rating for a building Web only Instructions
Delete a NABERS rating for a building Web only Instructions
View NABERS ratings Web only Instructions
View NABERS rating details Web only Instructions
Download NABERS rating reports Web only Instructions

Organizations, sites, and locations

Goal App Instructions
Create a new organization Web and mobile Instructions
Edit an organization profile Web only Instructions
Delete an organization None Instructions
Switch between organizations Web and mobile Instructions
Add a region Web only Instructions
Add a site Web and mobile Instructions
Configure a site Web only Instructions
Change the country setting for an organization Web and mobile Instructions
Enter a street address for a location Web only Instructions
Set the floor area for a location Web only Instructions
Edit location settings Web only Instructions
Move a location, equipment, or monitoring device Web only Instructions
Delete a region, site, or other location Web only Instructions

Panelboards

Goal App Instructions
Add a panelboard Web only Instructions
Add a device to a panelboard Web only Instructions
Assign device context for a panelboard Web only Instructions
Unassign device context for a panelboard Web only Instructions
Edit a panelboard Web only Instructions
Delete a panelboard Web only Instructions

Refrigeration

Goal App Instructions
View refrigeration data Web and mobile Instructions

Reporting and data export

Goal App Instructions
Generate a report for printing or to saving as a PDF Web only Instructions
Generate an emergency lighting test report Mobile only Instructions
Generate a refrigeration HACCP report Mobile only Instructions
Export data as CSV file Web only Instructions

Single-line diagrams

Goal App Instructions
Create a single-line diagram Web only Instructions
Edit a single-line diagram Web only Instructions
Select a symbol standard for a single-line diagram Web only Instructions
View a single-line diagram Web only Instructions

Subscriptions

Goal App Instructions
Create a new subscription Web only Instructions
Renew a subscription Web only Instructions
Add additional device credits Web only Instructions
Change a subscription Web only Instructions
Activate an offline subscription Web and mobile Instructions
Deactivate an offline subscription Web only Instructions
Cancel automatic subscription renewal Web only Instructions
Cancel a subscription None Instructions
View subscription details Web and mobile Instructions

System

Goal App Instructions
Edit organization settings Web and mobile Instructions
Edit user preferences Web and mobile Instructions
Change the display language Web and mobile Instructions
Change the currency Web and mobile Instructions
Change the color scheme Web and mobile Instructions
Set the timezone for a site Web only Instructions
Switch between Technician and Site manager mode in the mobile app Mobile only Instructions
View the Energy Hub Terms of Use Web and mobile Instructions
View the Energy Hub Privacy Notice Web and mobile Instructions

System integration

Goal App Instructions
Create an access client Web only Instructions
Edit an access client Web only Instructions
Delete an access client Web only Instructions
Generate a new access client secret Web only Instructions

Tenant energy billing

Goal App Instructions
Create a tenant Web only Instructions
Assign a tenant to a location Web only Instructions
Unassign a tenant from a location Web only Instructions
Edit a tenant Web only Instructions
Delete a tenant Web only Instructions
Change the billing currency Web only Instructions
Create a bill run Web only Instructions
Edit a bill run Web only Instructions
Finish a bill run Web only Instructions
Rename a bill run Web only Instructions
Delete a bill run Web only Instructions
Move a bill run between Current and Archived views Web only Instructions
Download tenant bills Web only Instructions
Send out tenant bills Web only Instructions
View bill run information Web only Instructions
View tenant bill calculation details Web only Instructions

Users

Goal App Instructions
Add a new user Web and mobile Instructions
Invite a new user Web and mobile Instructions
Change a user's password and profile settings Web and mobile Instructions
Change a user's privileges Web and mobile Instructions
Determine the privileges of a logged-in user Web and mobile Instructions
Create a custom user role None Instructions
Edit a user role None Instructions
Create custom access permissions Web only Instructions
Copy access permissions Web only Instructions
Edit access permissions Web only Instructions
Delete access permissions Web only Instructions
Remove user Web and mobile Instructions

Virtual devices

Goal App Instructions
Add a virtual device Web only Instructions
Edit a virtual device Web only Instructions
Delete a virtual device Web only Instructions
View virtual device details Web only Instructions