Customer Portal & PI Square

Welcome to Customer Portal & PI Square feedback page!

We created this forum to hear your ideas, feature suggestions, and feedback on the OSIsoft Customer Portal, Partner Portal, and PI Square Online Community. Please suggest your most important features and design change ideas on this site, and vote for your favorite ideas. All of the feedback you share on this forum is monitored and managed by OSIsoft Customer Success team.  

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  1. Make it easier to find products in the customer portal

    Finding products is a real pain. It would be much easier if you were to let me search for products first, then show me where they are licensed in the sites/servers that I belong to, and in the same screen show me if the licenses are current. Right now, I have to know the PI Server number to do anything, and I have ot know where a product is related to a PI Server number.

    28 votes

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  2. Highlight expired licenses

    To create a case or download software, you must pick a specific license. It is currently not clear from the Products Page or the Technical Case Creation page which licenses have expired SRP. It would be nice to have a visual indicator of the SRP status of each license.

    21 votes

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    EVALUATING  ·  1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a visual indicator for permissions denied due to the user's profile

    By definition, Support and Download users do not have permissions to generate PI Server licenses on the Customer Portal, but it is not apparent from the grayed-out license generation button that it is due to permissions. Similarly, Support Users see a lack of product install kits. This leads to some users thinking something is wrong with the portal as opposed to thinking it is permissions. It would be nice if there were an indicator or hover text such as "Your profile <profile> does not have license generation permission. Please contact your Admin User, noted on the My Profile > My…

    13 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  4. Software download window needs redesigned

    The window to download software does not work well. I struggle to even reach the check box for license agreement and the button to start the download. I don't know if it scaling or what, but it was almost unusable.

    12 votes

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    3 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  5. Provide Release Notes that consolidate all past product changes

    When assessing upgrades, we look at product enhancements found in the Release Notes. This proves difficult when the Release Notes only mention the product enhancements for the adjacent product releases and we are upgrading from an older version not mentioned in the release notes. Because of this, there should be a consolidated Release Notes for each product that covers all the past versions.

    10 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show product release dates on download page

    In order to more clearly identify a particular download version, it would be helpful to see its release date on the download page.

    10 votes

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  7. Can I see known issues for a particular version of a software?

    As a PI Adminstrator for a system that is expensive to upgrade (requires revalidation), can I understand known issues with a particular version of software so that I can see if I should upgrade that version? The current version of the protal doesn't show issues for a specific release version.

    9 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  8. Segment access to PI Client software downloads

    It would be helpful to provide users access to download PI Client software without also giving them access to download PI Server software.

    9 votes

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →

    We would like to hear from you about the use cases for this request.

    Currently, only a “Super User” or an “Admin” can generate a PI Server License file. “Download User” cannot.

    “Download User” can download all software and files (including the PI Server exe), but with no ability to generate the required PI Server License file (see this KB Article for details on portal profile permissions: https://customers.osisoft.com/s/knowledgearticle?knowledgeArticleUrl=What-is-a-Customer-Portal-user-profile) .

    Without the ability to generate a PI Server license file, the Download User cannot install a new instance of the PI Server. Does that satisfy the request?

  9. Make default site under "Products" tab the primary site configured for the User Account

    EA customers often have a large list of associated sites. For EA customers the primary site they use to view available software is the "EA Virtual Site" which houses all OSIsoft standard software for download in one central place.

    CSMs get tons of requests from customers who cannot find software because they don't know to look under the "EA Virtual Site".

    It would be helpful if we could assign the "EA Virtual Site" as the primary site at the User level within Salesforce....then have this be the default site that shows up when the customer clicks on the "Products" tab.…

    4 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please don't show me older expired product licenses

    It's confusing - I have old expired licenses that I'm requesting download access, and unknown to me, there is another site has the current license that I'm looking for. Rather than just emailing the account team of my download request, just direct me to where the license is current among the sites that I have download rights to.

    4 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  11. Download page should be easier to access

    It's rather convoluted to get to the downloads page. It would be much more user friendly if we could get there in fewer clicks. For example, other software companies have their download page accessible in 2 clicks.

    3 votes

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make the pop-up screen for uploading the MSF file for license generation larger or include a scroll down button

    When generating a PI license file on the customer portal, a pop-up screen is presented for uploading the MSF file. When the pop-up screen opens it cuts off before you see where to upload the MSF file. Include a scroll function on the side bar so customers can expand the pop-up screen and see where to upload the MSF file or make the pop screen larger.

    3 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  13. Consistent version naming of PI programs

    PI Interfaces, PI Connectors, and other PI programs that are infrequently updated (e.g. PI Interface Configuration Utility, PI Diagnostics, Machine Signature File Generator) currently use the #.#.#.# version naming convention, while the other PI programs are named after the year, release number, and service pack number (e.g. 2017 R2 SP1).

    My suggestion is to reserve the #.#.#.# format for internal use and only expose the customer to the "year R# SP#" format, which is easier to read, recite, and remember compared to the #.#.#.# format.

    3 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  14. Do not wipe nicknames on products page

    "The yearly partner fees renewal generated new server objects in our database, so that is why you are not seeing the previous nicknames."-OSIsoft support

    I would like to submit an enhancement request to not overwrite the customer's nicknames (maybe just append to them?). Having the name of the associated VM in our nicknames is MUCH more useful than somebody's email address who may or may not ever login to either the PI server or this portal. (We currently have 13 serial #s)

    Backstory:
    In May, I spent several hours tracking down PI server names and matching them with serial #s…

    2 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  15. Update & standardize the properties of OSIsoft programs in Programs And Features

    In Programs And Features in the Control Panel, many of the properties of OSIsoft's programs are unnecessarily inconsistent between programs. See the attachment. This is confusing for the user, makes it more difficult for the user to navigate the programs after a property is sorted, and comes across as sloppy.

    The values of the properties also need to be updated. For example, techsupport@osisoft.com is no longer the preferred way to contact OSIsoft. The links should be updated to avoid dependence on redirects (e.g. HTTP links will redirect to HTTPS and techsupport.osisoft.com will redirect to my.osisoft.com).

    Please update these properties and…

    2 votes

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  16. Remove product family from product search criteria

    The Search in the ‘Product’ Section of the Portal allows customers to search a number of fields including anything in the ‘Custom Name’ field. Thus they can name their servers meaningful names (to them) and be able to find them easily.

    This is a great capability BUT we feel that we have identified a problem.

    One of the fields that seems to get searched is ‘Product Family’. This creates the issue.

    It would seem reasonable, in fact a good idea, for a customer to call a server something like ‘Project X Development Server’. But we use ‘Development’ as a Product…

    2 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow anyone to download non server software

    Allow anyone to download non-server software, no cost, and no login. I'm thinking specifically things like the PI database manager (SMT) and the ODBC client, but I'm sure there are others. These packages are useless unless someone as already paid for a server. For example, Microsoft allows anyone to download the SSMS for their SQL server, because it's useless unless you've bought the server.

    1 vote

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  18. Update and standardize the icon of install kits

    The attached image shows the icons for 2 install kits. Most install kits use the top icon, and, to my knowledge, only PI System Management Tools uses the bottom icon.

    The top icon uses the correct OSIsoft logo but has a border around the logo and does not use anti-aliasing. The bottom icon uses a lighter shade of blue for the OSIsoft logo but is borderless and uses anti-aliasing to smooth the edges of the OSIsoft logo. Both icons also use different shield icons.

    For all install kits, please use a single borderless icon that uses anti-aliasing and the correct…

    1 vote

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow executables to be unzipped programatically

    We (and I'm sure others) are starting to have our PI Systems created automatically via pipelines like Azure DevOps. Right now to get our automations to be able to install most software, we have to manually unzip and and load the unzipped files onto a share that can then be installed. I have not found a way to be able to programmatically unzip the installation exe's. It would be great if this were possible so we could remove one more touch point.

    1 vote

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  20. Remove question marks in PI Vision's system requirements

    The offending lines of text are:

    This release?will work with?PI AF 2010 (2.2) but PI AF 2012 R2 (2.5.2) or above?is strongly recommended.?A PI AF Server is mandatory to install?PI Vision.

    Attribute value filtering in the search used in Collections or in the dynamic search criteria for tables?requires?PI AF 2017 (2.9.0.8065) or later.

    1 vote

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
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