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.
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  • 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. Explain the difference between each type of blog post audience

    When you write a blog post on the new PI Square, you are presented with these options in the "Audience" dropdown menu:
    • All
    • Authenticated User
    • Community
    • Customer
    • Guest
    • Internal

    However, it is not clear what each option means. Please make this clearer. Additionally, they are currently listed in alphabetical order, but they should instead be listed in order of privacy.

    4 votes

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    1 comment  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
  2. Access Customer Portal with customer SSO authentication

    My customer would like to be able to access the OSISoft Customer portal using THEIR SSO infrastructure. This saves the user having to sync passwords, and also mean that the password policy of the end-user is applied. Preferably a user would be entered into a user group in the customer domain, and that would mirror OSIsoft customer portal access.

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  3. Write a KB article that shows the succession of products

    OSIsoft has made many products over the years, and many of those products have been deprecated and/or succeeded. The deprecation/succession documentation is currently scattered.

    Based on personal experience, this is extremely confusing for someone new to the PI system. Some newbies might set up a PI system using older products, only to learn later that they should have never used those products and that they should migrate to a newer product. The more cautious newbies will be confused as to why so many products overlap in function, and each one will need to do their own research to find out…

    4 votes

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    1 comment  ·  Knowledge base  ·  Flag idea as inappropriate…  ·  Admin →
  4. Improve case description formatting

    As a user who creates TS cases, I would like the formatting of the description to persist from the "create a case" dialog to the case details itself. After submitting a case, the formatted description loses its line breaks, etc, making for a much more difficult reading experience.

    4 votes

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    0 comments  ·  On-line Case Creation  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Permit users to have different access levels at different sites

    Currently the Admin from one company site can add a user from a different company site at a lower level, and the level is propagated across all sites. The user may be an admin at Site A, but if added as a Super user at Site B, the admin level access at Site A is downgraded. Unfortunately since there is only one Global access level per user, this user must either be Admin everywhere or Super User.

    Ideally each user needs access levels for each site.

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make default Customer Portal site configurable

    When your organization has many sites, it would be helpful if you could pick which one would be selected by default in the customer portal. This would save a lot of time when either downloading products or entering Tech Support requests.

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  8. Make product release announcements easier to identify

    As all the news feed items have the same icon, so it is hard to pick out the release notices.

    4 votes

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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  9. Attach my site's architecture diagram

    I'd like to be able to attach my site's architecture diagram via the customer portal. This would allow me to avoid having to re-explain my architecture every time I call into Tech Support and speak with a new support engineer.

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  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. make page content expand to the full width of the browser

    that can also give us more characters in the feed

    4 votes

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    0 comments  ·  Customer Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  12. Provide a way to show what has updated in a KB article

    I usually look at all KB updates in the site. But, I don't know what has been added or updated in the KB! Please try to write or show what is new in the KB.

    4 votes

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    3 comments  ·  Knowledge base  ·  Flag idea as inappropriate…  ·  Admin →
  13. Provide OSIsoft partners access to all software licenses for evaluation; think MSDN, VMware, Rockwell Toolkit, etc.

    Please make it easier for OSIsoft partners to access the software and solutions that we’re expected build expertise and offerings around. It feels far more difficult than it should for us to have connectors, interfaces, integrators, etc. added to our PI DevClub licenses, and it makes it harder for us as partners to get our customers the solutions they need to transform their future.

    4 votes

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    0 comments  ·  Partner Portal Overall  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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 →
  19. Allow attachments in blog posts

    The closest thing to an attachment that blog posts have is the ability to upload a single featured photo. The current workaround is to attach the attachment in a comment on the blog post or upload the file to the cloud and link to it. Attachments are especially important for blog posts that center around sharing some useful file(s) (e.g. scripts, spreadsheets). Please allow us to add attachments to blog posts.

    3 votes

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    1 comment  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
  20. Wrap long blog post titles

    Currently, if you are viewing a blog post that has a long title, the part of the title that does not fit on the title line will be replaced with "…". Instead, please wrap the part that does not fit onto a new line. Blog post titles have a character limit, so you don't need to worry about a title spanning too many lines.

    An example of a blog post with a long title:
    https://pisquare.osisoft.com/s/Blog-Detail/a8r1I000000GvmiQAC/general-guidance-when-updating-a-manual-data-entry-custom-symbol-for-pi-vision-2

    3 votes

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    0 comments  ·  PI Square Online Community  ·  Flag idea as inappropriate…  ·  Admin →
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