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.

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  1. 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 →
  2. 11 votes

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    2 comments  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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 →
  5. Allow inline posting of images

    Just like it was possible with the Jive platform, supporting in-line pasting of images is very important both in 'Questions' and blog posts.

    9 votes

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    2 comments  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
  6. Expose Known Issue (also known as Bug or Work Item) number on the Customer Portal

    As a customer, I would like to be able to see the Work Item Number from the Release Notes on the corresponding Customer Portal Known Issue article so that I can read more detailed information on it to determine whether to upgrade.

    Currently it is possible to search on the Customer Portal for the Work Item Number from the Release Notes and find the corresponding Known Issue article, but since the Work Item Number is not a visible field on the article itself it is not clear whether I am looking at the correct article.

    9 votes

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    0 comments  ·  Knowledge base  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add "This affects me" button to Known Issue (bug) articles

    As a customer, I would like to be able to indicate that a particular Known Issue (bug) affects me so that OSIsoft can properly assess the impact of it.

    9 votes

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    0 comments  ·  Knowledge base  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    9 votes

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    1 comment  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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?

  10. 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 →
  11. Provide a chronological timeline of releases that goes back at least 2 years.

    I was reviewing one of OSI's newsletter articles published earlier this year with a colleague. It said:

    "On April 14th, OSIsoft released several patches and PI System component upgrades that are available for download now. The focus of these releases is to improve the reliability and security of our products. In addition to bug fixes, these releases contain security enhancements to: ..."

    That's all well and good, but when I went to the OSI website to check which products contained those bug fixes, and which needed to be updated, I had a lot of trouble getting to that information. The…

    8 votes

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    2 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    8 votes

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    0 comments  ·  Product Downloads  ·  Flag idea as inappropriate…  ·  Admin →
  13. Improve Product Search

    Remove the need to know in which sub-group a product is hiding. If I for example want to install the PI System Connector, the Connector Relay,and the DCM, I first have to find out that the Connector and the Relay are in the PI Collection Suite, while the DCM is in the top level downloads. There is no overall product search that would show me where a specific product can be found

    8 votes

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    EVALUATING  ·  1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  14. Improve category selection on case creation page so that it's clearer which to select

    The case creation page requires a selection of a category (eg. "Technical", "PI Developers Club License", "Customer Portal"), but at the moment, we are finding a non-negligible quantity of cases are submitted to the incorrect category.

    This category selection is what allows the system to route the case to the right team, and incorrect selections can result in delays with the case.

    The page does not clearly convey what each category is meant for, unless you know to hover over the categories to see the tooltips. However, this is not intuitive, and leads to incorrect selections.

    Having spoken with several…

    8 votes

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    1 comment  ·  On-line Case Creation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Provide a 'virtual cabinet' for users to store favorite KB articles

    Documentation is great and Tech Support exceeds our expectations. I would like to suggest to create a 'virtual cabinet' where the user (me) could save its favorites or most use KB Articles or manuals for references, I think it would facilitate our troubleshooting for us.

    8 votes

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    1 comment  ·  Knowledge base  ·  Flag idea as inappropriate…  ·  Admin →
  16. When viewing a question on its own page, expand long comments by default

    Currently, from the home page, we can view questions on a separate page by clicking on the time that the question was posted. When we do this, I feel that long comments should be expanded by default. That is, we should never see the option to "Expand Post". The option to show "More answers" when there are many comments is fine, though.

    7 votes

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    0 comments  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add user ability to reply to chatter

    Currently, only OSIsoft engineers can reply to posts and any user response is created as a new chatter item on the case. The user should be able to add a comment to a post.

    7 votes

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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. Manage NOC alerts for other (non admin users)

    As you know lots of users have received by email NOC alerts, even users that are not active on the portal
    It would be good if and admin user could manage the NOC alerts for the users that need to receive them

    7 votes

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    1 comment  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  20. Better support for tables in blog posts

    Tables are a great way to organize information and I've used them in nearly every blog post. However, on the new PI Square, tables must be copied and pasted from elsewhere (e.g. Excel) and they lose all borders, hyperlinks, and cell fill colours. Content within the table can be edited, but if the author wants to insert, delete, or rearrange any rows or columns, they must make these changes elsewhere and then replace the table in the blog post.

    Basically, it is impractical to use tables, which greatly limits the types of blog posts that can be written. Please have…

    6 votes

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    1 comment  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
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