05/11/12 at 12:17 PM
A new release of EnergyCAP Express has been installed for all users. The upgrade process will vary slighly depending on your current version of EnergyCAP Online.
The following bug fixes and enhancements are included as part of this release:
Bugs
-
[ECO-1239] - When changing or adding rates or templates for meters with multiple accounts, the user is now prompted for the account to be modified.
-
[ECO-1270] - Non-energy commodities no longer appear in the Normalized EUI chart and legend.
-
[ECO-1249] - User roles are now saved correctly for invited EnergyCAP Express users.
-
[ECO-1282] - An error in the Setup Manager rate import process has been corrected.
-
[ECO-1285] - Report filters that have a single quote now save correctly.
-
[ECO-1283] - Required fields in ENERGY STAR properties are now honored even if minimum values are zero.
-
[ECO-1290] - The Meter Properties page now shows all meter GL Codes when a meter is assigned to multiple accounts.
-
[ECO-1303] - Functionality for creating a new Project Type for a building has been restored.
-
[ECO-1304] - An encoding error with the SqlXml data provider affecting filters on Custom Spreadsheets was corrected.
-
[ECO-1313] - The Setup Importer now assigns Device Properties, CAP, and GHG Factors for a new meter as expected.
Improvements
-
[ECO-1292] - Audits no longer produce false positive results if the needed historical data is not available to perform the audit.
-
[ECO-1305] - The legend of the Normalized Energy Use Index chart has been repositioned so that it is not truncated.
-
[ECO-1312] - The CPU load of the SqlXml data provider was improved to decrease the server load.
04/28/12 at 02:53 PM
To upgrade to EnergyCAP 2.11 from EnergyCAP 2.9 or greater, download the upgrade instructions. After reading the instructions download the following files to upgrade your current installation:
EnergyCAP Online 2.11.1 is a major update to the online platform. For users of the 2.9.X branch of EnergyCAP Online, this update is all inclusive of changes made in 2.10 and early 2.11 releases, including:
Improved Permissions Compliance
As part of a full review of EnergyCAP Online, the standard EnergyCAP-provided User Roles have been modified to ensure that the stated role functionality matches the user experience. This also means that from this point forward, these seven User Roles will be modified during upgrades if changes are necessary to ensure that the stated permissions are honored throughout the application. If you want to retain specific user role permissions that will not be modified by EnergyCAP at any point in the future, please create your own and do not re-use the default roles provided with EnergyCAP.
All New Web-based Audits
The legacy EnergyCAP audit engine has been completely redesigned to provide more flexibility and speed in auditing utility bills for possible errors. This initial release of the audit system has 54 separate audits available for use. In the process of enhancing the way audits function, a number of other improvements to the system were made, including:
-
All audit groups now allow filters to be set, which determines the bills that will be audited
-
More relevant data and ordering of audit results to assist users in dealing with the biggest problems first
-
After fixing the bill problem, re-auditing the bill will set its status to fixed, rather than having to fix problems manually as before
Please see the new Help documentation in the application for details on how to use the new audit system.
Importing Setup Data
A new feature in EnergyCAP allows you to use formatted setup files to import all major objects into your account. Using logically divided Excel files for Places, Accounts and Meters, Vendors, Rates and Cost Centers, you can set up all of the pieces of your organization more quickly. This release also enables the ability to update most major EnergyCAP objects through the use of setup spreadsheets.
This new feature can be found under the Administration section of EnergyCAP and some initial help is already available on the Dashboard > Help section of Administration. Brief Help videos will be available shortly.
Upgrade Manager
As more features are added and improved in EnergyCAP, some settings will have to be made to each client's data to effectively use new features. To help facilitate this, a new login manager has been added that will prompt the user to perform the updates before continuing.
Login Manager
During the login process, a number of messages and errors could be presented to the user under various circumstances. Under certain conditions, three or more dialog boxes were presented in succession causing clutter and confusion. A new wizard has replaced these separate dialogs and put them into one popup that will guide the user through any login actions that are required before the application can be used. This should lead to a better user experience when issues occur at login time.
Creating New Rates
Until now, the only way to create a new rate was through the Account/Meter Wizard. Now, you can set up rates in Vendors & Rates in EnergyCAP to be used by your meters, either through the new setup importer or when creating new accounts and meters in the application.
ENERGY STAR Improvements
EnergyCAP has received significant improvements in setting up ENERGY STAR data and maintaining it correctly in Portfolio Manager (PM). While some improvements have actually been made behind the scenes in the services that connect ENERGY STAR for you, key improvements have been made in the user interface.
Bug Fixes
All bug fixes from 2.10.0, 2.10.1 and 2.11.0 are included with this release, along with the following new updates:
-
[ECO-1198] - Billing Period Date Range in Groups & Benchmarks could be set outside of an acceptable range
-
[ECO-1235] - Some older, converted databases had bad Statement and Due dates that would cause User Interface issues. These no longer result in errors.
-
[ECO-1247] - Bill Entry flags could not be set manually in the bill entry dialog
-
[ECO-1250] - Some users could not be set to inactive
Improvements
All improvements from 2.10.0, 2.10.1 and 2.11.0 have been included in this release, along with the following new improvements:
-
[ECO-1262] - BETWEEN is now a selectable operator for "Total Cost" when setting filters for Audit Groups
Known Issues
Setup Importer Updates
-
Account Service Begin date can be after Service End date
-
Any specified dates can be outside of 1899 and 3000
-
Item CODES allow special characters not typically allowed when creating items manually through the User Interface
-
Global meter counts are not updated during meter imports. If you reach your maximum meter limit in EnergyCAP as part of a meter import, the Account/Meter wizard will not reflect this and appear to allow you to set up more meters, even though the final saving will fail
-
Meters, Rates, and G/L codes cannot be updated
-
Rate Start Date default to 1/1/1800 instead of 1/1/1980 which prevents the start date from being displayed in the UI
-
ZIP code and country do not have to match on any Update sheets. There is no validation at this time.
-
Account is active listed in 1/0s instead of Yes/No in the filter list when exporting an update spreadsheet for accounts
04/27/12 at 10:33 AM
To upgrade to EnergyCAP Online 2.9, download the upgrade instructions. After reading the instructions download the following files to upgrade your current installation:
Bug Fixes
-
[ECO-1200] - Attempting to delete a Cost Center that has children Cost Centers did not trigger a warning
-
[ECO-1204] - Account Properties now displays both vendor Name and Code for clarity
-
[ECO-1205] - Expanding a meter group with lots of members could cause an error on large databases
-
[ECO-1207] - Vendor Tree display setting options were not consistent with the other trees
-
[ECO-1215] - ENERGY STAR Yes/No fields were always saving as No
-
[ECO-1223] - View Site button in Vendor Properties sometimes appended the EnergyCAP URL to the website
-
[ECO-1226] - Meter limit counts were including Counters and should not have
-
[ECO-1230] - New users had the ability to add multiple of the same Dashboard widget
-
[ECO-1233] - Primary Use unique check failed in some instances where multiple owners had the same code
-
[ECO-1248] - If no default Device Properties exist for a meter, an error occurred
-
[ECO-1263] - Leading zeros are dropped from import files in CSV format
-
[ECO-1267] - Cost Center unique check failed in some instances where multiple owners had the same code
03/08/12 at 11:34 AM
Bug Fixes
-
[ECO-593] - Average Unit Cost in Groups and Benchmarks and Charts now refreshes when meters are removed from the chart.
-
[ECO-831] - In the Enter Bills List the Filters only show batches that actually contain bills.
-
[ECO-1047] - Account Monthly PowerViews now displays data correctly when there is more than one meter attached.
-
[ECO-1048] - The General tab for Groups and Benchmarks now load correctly for all groups.
-
[ECO-1080] - The wizard to add a template had the back button enabled, which caused the wizard to close.
-
[ECO-1081] - In some client databases, duplicate Organization Types could be displayed in the dropdown select list.
-
[ECO-1097] - Yes/No filters were made consistent for all reports.
-
[ECO-1098] - Report title is no longer truncated on the filters screen.
-
[ECO-1127] - Daily Average Usage and Cost charts didn't calculate correctly at some Organization levels.
-
[ECO-1131] - Daily Average Usage and Cost charts now align with the Use and Cost charts on similar tabs.
-
[ECO-1166] - Bill Import no longer fails if an account has multiple meters of the same commodity and the import mapping specified a commodity column.
Improvements
-
[ECO-916] - Report title and description is now defaulted to the English database content if it does not exist in translation.
-
[ECO-1045] - The navigation warning dialog no longer appears if your session has expired.
-
[ECO-1164] - Moving items in the Building & Meters or Accounts trees now produces a confirmation box to prevent accidental moving of elements through drag-and-drop.
01/19/12 at 02:28 PM
New Features
User and Application Validation: In preparation for the upcoming 2.10.0 release, the final pieces of user and license validation have been added. This allows EnergyCAP Online to provide the same validation messages and limitations as EnergyCAP Enterprise.
Bug
-
[ECO-376] - When a Cost Center/Account name is changed, the tree was not reordered
-
[ECO-529] - When editing voided bills, a label now displays on the bill entry template to show this
-
[ECO-605] - Both lines of an account address can now be displayed in the bill entry window
-
[ECO-650] - Datasource field did not hide based on config file setting in all cases
-
[ECO-670] - Login screen allows special characters in the password field
-
[ECO-768] - Line Charts now display tooltips for points regardless of where they fall on the lines
-
[ECO-770] - If the Postal Code lookup failed when creating a meter, the wizard could appear to freeze and require a reload of the application
-
[ECO-783] - Modifying ENERGY STAR properties in ECO didn't clear the problem flag, preventing the building from being submitted to ABS
-
[ECO-859] - User Properties - Select a user role should be marked as required and Custom should be added to it
-
[ECO-908] - PowerViews under Accounts > Monthly showed multiple tabs of the same commodity in some circumstances
-
[ECO-916] - Default the report title and description if it does not exist in translate files
-
[ECO-962] - Export Data button was not working on bill grids in EnergyCAP Express
-
[ECO-988] - Meter-level GHG units did not show properly in PowerViews
-
[ECO-1010] - Load Factor PowerView did not correctly use actual demand when present on a bill
-
[ECO-1019] - Bill Import - Bills began to import before a commodity was selected if a commodity wasn't provided in the file
-
[ECO-1022] - Account Total Cost summary - oldest year of data was not complete
-
[ECO-1026] - Bills With Problem Flags query optimized to provide faster response
-
[ECO-1046] - Bill Imports - Accountcode is now imported as text to avoide scientific notation conversion
-
[ECO-1066] - Bill Imports - remove "A/C/E" column from the validation logic that determines if the import file is an EnergyCAP Advanced template
-
[ECO-1089] - "Remember Me" was not saving password field
-
[ECO-1093] - Bills imported through ECO reimport are flagged as having been exported from the database
-
[ECO-1095] - Catalog service locking issues occur when too many tokens accumulate in TokenManagement table
Enhancements
-
[ECO-766] - Allow "contact us" to be displayed for self-hosted installations and allow configuraton if it should show or not
11/20/11 at 11:10 PM
EnergyCAP, Inc. has released an updated version of the EnergyCAP web client to address bugs recently reported by the Customer Support team. No substantial functionality has been modified as part of this release.
Bug Fixes:
-
[ECO-880] - Saving report filters fails if more than one quote is in the value of the filter
-
[ECO-912] - Cost from information only bodylines was added into total cost of the bill
-
[ECO-903] - Users were not being prohibited from trying to delete the topmost node of the Buildings & Meters or Account tree
-
[ECO-932] - Clicking on links in the Top 10 Buildings or Meters widget would locate the object but not display any data the first time
-
[ECO-906] - Various workstation/Flash player configurations would cause some popup dialogs to be offset and make it difficult to continue using the application
-
[ECO-704] - Reports did not work between midnight and 1:00 AM because of an incorrect offset timestamp
-
[ECO-935] - Meter Calendarized, Use vs. Weather label overlapped the axis values
-
[ECO-933] - Dashboard carbon footprint widget had scrollbars even at high resolutions
-
[ECO-913] - Some newer reports did not have the correct translation text and therefore had no title or description
Improvements:
-
[ECO-898] - Improved efficiency in serivces used to save bills to provide better performance on high-use databases
10/24/11 at 03:10 PM
EnergyCAP, Inc. has released an updated version of the EnergyCAP web client to address bugs recently reported by the Customer Support team. No substantial functionality has been modified as part of this release.
Upgrade Instructions From A Previous Release
First Time Installation & Upgrade Instructions
Setting Up Calendarization & Normalization
Release 2.9.1 includes fixes for the following:
Bugs
-
[ECO-655] - The edit and view icons on some bill lists were partially hidden in the table cell
-
[ECO-681] - The "Please wait..." overlay didn't accomodate French correctly, causing scrollbars to appear
-
[ECO-682] - Bill import progress bar now shows time with a better format to clearly indicate seconds
-
[ECO-683] - Saving "import errors" multiple times caused the comment field to shift in the display of the grid
-
[ECO-707] - Calendarization and Normalization were on login if the "Home" screen was hidden
-
[ECO-757] - The "Create new account" window from bill entry was not positioned correctly
-
[ECO-786] - Saving Import Errors failed when a large comment was added
-
[ECO-855] - Preferences window was not populating the data correctly on initial load, which caused errors
Improvements
-
[ECO-768] - Line charts now display tool tips for all points
-
[ECO-628] - All line charts now share a common color palette
-
[ECO-679] - The last edited Bill Import Error is now highlighted after editing
-
[ECO-787] - All bill lists now display a column for Estimated bills. If the database is non-Express, the column will also show Voids and Accruals
-
[ECO-727] - More configurable mail settings are now available for error reporting on the web server
-
[ECO-772] - Added dimensions of viewable screen area to the "About" dialog to help with tech support display issues
-
[ECO-854] - The application "loading" screen has been re-engineered to provide better reliability
-
[ECO-856] - Bill Import Error messages have been modifed to provide more clarity in certain situations where an error might not be immediately recognized. For instance, the "Account not found" message now includes the vendor code in cases where an account might exist but the wrong vendor was given in the import file.
-
[ECO-860] - The navigation warning no longer triggers when clicking "Logout"
-
[ECO-702] - "Enter Bills" is now selected by default when navigating to Bill Processing
-
[ECO-750] - Bill Import "Date Format" was required, but didn't have an asterisk indicating such
-
[ECO-755] - The auto mapping of the Bill Import mapping screen now works better based on the caption of the line items
10/06/11 at 04:35 PM
EnergyCAP 2.9.0 includes a major overhaul of Bill Processing in the application. In particular, Bill Import has been extensively enhanced to import many bills into the system quickly. For more information, read below and visit Help in EnergyCAP via Home.
This release is currently available to hosted clients. Clients who host their own databases will be notified when it is available for them.
New Features
Calendarization and Normalization
This release of EnergyCAP Enterprise includes the exciting new features found in release 2.8.0 - previously only offered to our EnergyCAP Express clients. Please see the announcement here.
New and Improved Bill Import
Importing bills has been significantly enhanced to allow greater flexibility for users to get data into EnergyCAP. Previously, importing was only allowed via templates that we provided and only on a per-account basis. Now the Importer allows a significant amount of customization in importing your bills. There is no limit on the number of accounts and meters that can be imported. Also, the cause of bill import failure is displayed so you can correct it without having to re-import the entire file.
The previous bill import feature has been removed in favor of the new, permanent bill import process. Help documentation for the new Importer is available in the Help pages along with a detailed sample file. The sample file can be downloaded through Help documentation or on the first page of the Bill Import Wizard. A Help video will be available soon to provide further details and examples.
Bill Import Errors
A new list in Bill Processing shows all bills that failed to import. It also displays the reason they failed so you can correct and then re-import. Before this enhancement, the procedure was to delete the imported batch, correct the file based on the feedback of the Importer, and try to import the file again. Now the lines of the bill are kept together so they can be corrected and the entire bill can be imported again.
The second advantage to the list of import errors is to identify data that’s not currently in your database. For instance, if an account number changed, but wasn’t updated in your database, you can correct it and then re-import, rather than starting over with the entire import file.
Improved Bill Lists
All bill lists in Bill Processing have been modified to provide consistent features, information, and exporting.
-
Filters: Where applicable, any bill list that provides some kind of filters is now available in the “Filters” tab at the top of the screen. This allows filters to be accessible, but creates space in the interface previously taken by the filters.
-
Details & Actions: This tab of the various bill lists displays the same basic data in all areas in the same places. Data typically includes: Total Cost of all Bills queried, Total number of bills returned and displayed, an Export to Excel button, and an “action” dropdown that displays the list of available options for any bills that are selected in the list.
-
Export to Excel: All Bill Processing lists now allow you to Export data to Excel. Previously the visible rows (up to 1000) could be copied to the clipboard for pasting. This improved export ability provides an Excel file with all bills in the query (not just 1000) in the order you have defined.
New “Kiosk” Permissions Available
EnergyCAP Online now takes advantage of new permissions that hide the display of meter and account level data from users who do not have access. This provides a mechanism to set up a public “kiosk” user for general use. Users logged in with this account only see rollup information in both the Building & Meters and Accounts trees.
Currently, these permissions are set through the installed version of EnergyCAP Enterprise. In the future, a new user role will be added to EnergyCAP Express, which will enable this type of login permission.
Bug Fixes
Any fixes or features previously announced between your current version and release 2.9.0 are incorporated. This includes, but is not limited to:
-
[ECO-620] – After moving all meters from a building to new building, the original building could not be deleted.
-
[ECO-623] – On the Buildings & Meters Calendarized Tab, the Use vs Weather chart options has scroll bars.
-
[ECO-629] – Calendarized & Normalized Chart Options displayed more than 10 years.
-
[ECO-632] – EUI Chart ignores use from buildings without floor area. The trend line needs another digit after decimal to avoid flat line.
-
[ECO-626] – Turn off Calendarization and Normalization reports tree nodes if the client hasn’t licensed Cost Avoidance.
09/07/11 at 03:36 PM
EnergyCAP, Inc. has released an updated version of the EnergyCAP web client to address bugs recently reported by the Customer Support team. No substantial functionality has been modified as part of this release.
Release 2.7.6 includes fixes for the following:
-
[ECO-14] - The selected Groups & Benchmarking folder now retains its selection when moving sections of the application
-
[ECO-389] - Typing an account number into "Custom Filters - All Bills" without selecting an account from the list caused an error
-
[ECO-486] - A Counter device chart was sized incorrectly causing it to be unreadable
-
[ECO-531] - Creating a place/meter group sometimes caused a stack trace
-
[ECO-588] - Clicking the weather icon link at a building level to view weather data for Canadian postal code failed
-
[ECO-590] - Top 10 Meters Dashboard widget query improvement
-
[ECO-592] - Top 10 Place Dashboard widget query improvement
-
[ECO-597] - Unit Cost Summary Dashboard widget improvement
-
[ECO-170] - Allow user to modify Rate properties
08/15/11 at 11:13 AM
EnergyCAP, Inc. has released an updated version of the EnergyCAP web client to address bugs recently reported by the Customer Support team. No substantial functionality has been modified as part of this release.
Release 2.7.5 includes fixes for the following:
-
[ECO-224] - A floating chart legend no longer displays on the "General" tab in circumstances in which the service did not completely load.
-
[ECO-375] - The Dashboard is now automatically selected any time a user returns Home. A future release will attempt to remember the Help topic the user was on if that was the last node selected in the "Home" tree.
-
[ECO-384] - When importing bills that contained multiple meters with the same line items (body lines), only one meter's data would get saved correctly.
-
[ECO-411] - Wrong icon displayed for "new account" in the account wizard
-
[ECO-423] - When canceling out of the Meter wizard, a "required" warning could remain on the screen.
-
[ECO-489] - When editing a bill, line items that were "information only" were not displaying correctly and causing confusion.
-
[ECO-498] - When creating or editing a meter's G/L code, if it was over a specific length, the code to remedy this caused an error.
-
[ECO-500] - Users that don't have permission to create bills still had an "add bill" button, even though the process could not complete. The button is no longer active.
-
[ECO-507] - Locating to a counter would cause an erroneous "inactive meter" message. This has been fixed.
-
[ECO-514] - The bill image URL is now properly encoded for outlying characters.
-
[ECO-517] - The years displayed in the detail screen for monthly meter PowerViews were wrong.
-
[ECO-520] - Meter level PowerViews were not showing the customary four years of data (this year and three prior).
-
[ECO-535] - Some entry fields in the Administration Settings page allowed strings that were longer than permitted, causing an error.