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.  

Please note that your ideas and comments posted here are visible to all other users.

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  1. "Close case" option for all cases

    I would like to be able to request to close a case regardless of its current status. Currently there is a button available if the case is in "Answered" status, and I can post or e-mail on the case to let them know to close it otherwise.

    15 votes

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    1 comment  ·  On-line Case Creation  ·  Flag idea as inappropriate…  ·  Admin →
  2. List current versions for all software

    Currently, to see what the current version of a product is, you have to try to download it. It would be nice to see a list of all the current versions of software in a more convenient fashion.

    97 votes

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    EVALUATING  ·  11 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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?

  4. Provide more information in Customer quotes for services and related expenses

    The quotes provided for T&L related to onsite services are too generic. It is difficult to tell the difference among a set of quotes which leads to confusion when matching POs against them. It would also be helpful to have more information on the quote to justify the PO.

    3 votes

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    0 comments  ·  Quotes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to change Case type: TechSupport vs NOC

    Ability to change the Case type. Sometimes the case created is not under the right category. Customer should be able to change that field to locate the case in the right group: TechSupport or NOC.

    23 votes

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    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  6. Increase the spacing between the tabs

    Currently, each tab is separated by a 2-space gap. This is not enough to distinguish the tabs at a glance and makes it difficult to recognize the boundary of any tab, which slows the user experience. Please make the gap size adapt to the window width. Set a minimum and maximum gap size and let the tabs get close only when there is not enough room.

    Home Products Cases Services Success Objectives Quotes Reports Contact Us Quick Links

    4 votes

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    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  7. Include the article title in the web page title

    Currently, the title of the web page of any KB article is "Knowledge". Anyone that bookmarks the link needs to rename the bookmark to include the title of the article. Please save the user some time and have the article title in the web page title like how it was before the myOSIsoft days.

    15 votes

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    0 comments  ·  Knowledge base  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow users to browse >2 pages of cases to view older cases

    Currently, I can see only 2 pages of closed cases and I cannot see any of the cases that I started before 2017. I deleted the case emails long ago on the assumption that the communications would always still be available online, which they are not anymore.

    2 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a space between the first name and last name in the description of migrated cases

    In migrated cases, the description appears as:
    Note: This case has been opened by the following person - KennethBarber

    There should be a space between the first name and the last name.

    3 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  10. Change "CaseDetail" to "Case Detail" in the title of case pages

    When you click on a case, the title of the web page, as shown in the browser tab, is "CaseDetail". This should be "Case Detail"

    2 votes

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    EVALUATING  ·  0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  11. Drop support for TLS 1.1 and weak cipher suites on customers.osisoft.com

    This change will improve the security of the website and will improve the Protocol Support score of the website on the SSL Server Test.
    https://www.ssllabs.com/ssltest/analyze.html?d=customers.osisoft.com

    4 votes

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    PLANNED  ·  2 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow user-configured custom names for sites on the Customer Portal

    I would like to be able to nickname my organization's sites on the Customer Portal so that they can be easily identified by users who create cases or download products. The names given to the sites are not always clear to the users and are sometimes the same for several sites. This request is similar to how we can nickname Product licenses on the Customer Portal Products page.

    11 votes

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    2 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow Portal to be localized into a preferred language

    For customers and partners who prefer to work in a non-English language, it would be nice to have the option to localize the Customer and Partner Portals into this preferred language.

    7 votes

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    1 comment  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  14. More clearly differentiate Deactivated users on My Team page

    Currently the Active status slider on the My Team page is greyed out for one of three reasons:
    1) The user has been deactivated
    2) You do not have permissions to deactivate the user
    3) The user is yourself (so that you do not accidentally remove yourself)

    It would be nice if deactivated users were more clearly differentiated, perhaps in white instead of grey.

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add more info in NOC cases email subject

    It would be better if NOC email cases had the case number as well as the status (Resolved, close or similar) on the email subject

    4 votes

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    PLANNED  ·  2 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  16. Generic access to Customer Portal until user added to site

    We need the ability for a user to gain generic access to the Customer Portal until they are added to a specific site. We have users who create an SSO themselves but can't submit a case until they get added to a site (generic No Access received).

    Beyond the generic access, a report or admin notification that an SSO exists for your company [@company.com] but does not have a site associated would be helpful to map them appropriately.

    Right now we have users trying to get help but they get "stuck" and we don't know that they have tried to…

    21 votes

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    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  17. State the supported browser more clearly on mainpage

    It would be nice if the supported browser list/symbols are shown to the customer in the main page. This will communicate to customers clearly that which browsers are supported.
    Currently when customer access customer portal, it is hard to know what browsers are supported right off the bat.
    We do have a KB article that IE11 is not supported but that is a few level deeper. Confusion will be reduced.

    9 votes

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    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Easy access to quotes.

    I have to submit POs before I can download the quote shown in the window. Can this be more intuitive?

    3 votes

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    0 comments  ·  Quotes  ·  Flag idea as inappropriate…  ·  Admin →
  20. Test your changes before put them online

    i lost my access and as such i cannot opencase or read a lb.

    Nice work:((

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
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