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.

  • For reporting any bugs in the portals, please open a case through the Customer Portal (https://my.osisoft.com) under the "Customer Portal" category instead of sharing them here.
  • For issues accessing the portal, visit How to Get a Login.
  • For any other technical support needs, please open a case with OSIsoft Tech Support through the Customer Portal instead of sharing them here.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Add a warning before creating a Tech Support Case post with an automatic link.

    After typing a URL into a post in a Tech Support case, a link is automatically added to the post. This link remains even after the URL is deleted from the post.

    As a Customer Portal user, I would like a warning that an automatic link will be added to my post.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Make posts on Tech Support cases editable

    As a Customer Portal user, I would like to be able to modify my posts on Tech Support cases so that I can easily add information to an existing post or remove information that was included by mistake (for example, sensitive machine information).

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Expand Truncated Fields

    Customer often comes across truncated fields with no way to read the entire field which sometimes has a version on the hidden end. Wondering if fields could be resizable or resize window width.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Report of training who took what training in my organization (Training metrics)

    My customers would like to see who took the online or classroom training from OSIsoft within thier organization. It will help track the training status and requirements.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Improve general user friendliness

    Sharing input by my customer ElecGas - Pego site (Rita Tavares):

    . the new site is not very user friendly on searching for products to download. It shows a very small window with the information, and it’s not easy to scroll down. And, each time with see anything in detail, on going back, it loses focus and goes to the beginning of everything.
    In fact, the old site, regarding products list and downloads had a much better design, with the possibility of filtering by product or “family”, or by the executables or documents.
    And with the chance to see the…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Streamline changing of roles

    As an admin changing the role for a user requires you to enter into each user and updating the role. Unfortunately phone number and/or other fields such as working times, timezone, etc. typically aren't set and these are required. This means that to simply change permissions the Admin must now enter in all of these fields which is an arduous task, especially if you need to do it for a team of people.

    Rather, when clicking Configure for the user the role is shown in a dropdown that's currently disabled. Being able to update the role here would streamline the…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Customer Portal Feedback

    I am using the products page on the Customer Portal and I believe that some changes should be made, regarding the display of release dates and version numbers directly from the download UI, as I feel that this is a necessary column to include, and I don't understand why it's not shown immediately. I believe that better sorting of product downloads by chronological release when displaying "All Versions" would be an important enhancement. I notice that some products have their full version numbers listed, while others have their - more common - version year listed. I believe that this should…

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Group Developers Club users into a single group

    In the software download area I see my various PI Servers but there is also a large list of PI Developers Club licenses. As with all the products associated with each PI Server, I would like to roll all Developers Club licenses into a single category which could be expanded should the need arise.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Unable to copy Attribute Templates in bulk in Event Frame Templates

    Unable to copy Attribute Templates in bulk in Event Frame Templates

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Fix the broken "Partner Marketplace" link under "Quick Links"

    On the Customer Portal, under "Quick Links", the link for "Partner Marketplace" is currently https://www.osisoft.com/partners/marketplace/, which is broken. Please change this to the current link, which is:
    https://resources.osisoft.com/marketplace/?tab=All

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. I can't access Customer Portal

    Always i get this message "You do not have access to this page.

    " when I'm trying to login to Customer Portal or myOSIsoft.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Users to have the ability to have different profiles for different sites.

    I would like to have an Admin for a different site be added as a download user to my site currently it is not possible to have multiple profiles for different sites.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Collaborative Behaviour - Service Request

    At the moment there's no possibility to modify a service requested by the customer from the portal like updating the description or request cancelling. The whole management has to be done via email instead of directly in the portal. On the other hand, a chatter is missing to work in a collaborative way between CSM and customer.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. sort sites alphabetically by site name

    Customer has many sites (over 60). The dropdown is not intuitive as the legal name is not constant (and not editable), and the list is sorted by alphabet on the legal name. Can we provide the ability to be able to sort sites alphabetically by site name instead of by legal affiliate name in the customer portal? (and other sorts would be nice to have as well)

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Allow user to export user configurations from My Teams page to a file

    As an Admin User, I would like to be able to export a list of all users under the My Teams section of the Customer Portal with information including the user's name, e-mail address, profile, active status, and the sites with which they are associated so that I can better administer my organization's myOSIsoft user base.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Make Product Release notes public so IT can see what's changed before installation

    "Make product release notes public so that when IT Dept is assessing whether to install updates we can see what has changed. Now I have to chase other parties to get them to login and then send me release notes to review."

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. "My NOC Cases" should show any NOC cases at sites for which I am a NOC Contact

    As a user who is a NOC Contact, under "My NOC Cases" I would like to see NOC cases for any site for which I am a NOC Contact regardless of whether I am specified as the primary contact on the case. This is so that I can keep track of any NOC cases only at the sites for which I am a NOC Contact (not at sites with which I am associated but am not a NOC Contact) to ensure they are being handled.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Allow all NOC contacts to receive all updates for NOC cases at their site

    As a NOC Contact for my site, I would like to receive all case updates for all NOC cases at my site regardless of whether another NOC Contact has already responded. This is so that I can follow the case and ensure that it is being handled. Currently I have to look on the Portal to see whether a specific contact has been assigned.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base

Posted ideas will have one of the following statuses.
Full definition of these statuses can be found on the Home Page.
No status
TELL US MORE
EVALUATING
PLANNED
IN DEVELOPMENT
COMPLETED
DECLINED