Install by SmartSense: How to Add and Edit Sensors and Gateways

Install by SmartSense is a mobile application that is available to all SmartSense Admin or SmartSense Super Admin users. The app is designed to simplify the installation and management of your Assets, Sensors, and Gateways used in your sensor network.

SmartSense Install is available free from the App Store (Apple) and Google Play.

Before beginning, please confirm with your SmartSense representative that all sensors and gateways for your installation have been provisioned to your account so that they will be available to select in SmartSense Install.

It is best to connect any external probes to your sensors and then power on all your sensors and gateways approximately 30 minutes before starting to build your network in the SmartSense Install app. This step will allow your devices to pair and communicate with the SmartSense cloud, ensuring the most complete installation.

With the SmartSense install app. You can complete the following activities within any site in your organization's hierarchy:

• Add and edit assets
• Add, edit, and manage sensors
• View readings and details of individual sensors
• Add and edit gateways
• View sensor and gateway connectivity
• View a configuration summary for any site
  
  

Table of Contents

1. Getting Started
2. Add an Asset
3. Add a Sensor to an Asset
4. Edit a Sensor
5. View Sensor Details
6. Add a Gateway
7. Navigating the Menu

Getting Started

1. Open Install by SmartSense on your device.
   
   
   
   
2. Log in using your SmartSense Admin credentials. If this is your first time logging in, you may be prompted to allow a Bluetooth connection (permissions are dependent on your organization's policies).
   
   
   
   
3. Tap on or search for the SITE you wish to access.
   
   
   
   
4. As Assets and Gateways are added to your site, they will appear on the SITE DETAILS page.
   
   
   
   

Add an Asset

1. From the Site Details screen, select the PLUS SIGN, then tap ADD ASSET.
   
   
   
   
2. Name the Asset.
3. Select the appropriate environment.
4. Select SAVE to add your Asset to the selected site.
   
   
   
   

You can edit an Asset at any time by selecting the pencil icon.

Add a Sensor to an Asset

1. Select the ASSET where you want to add the Sensor.
2. Select the ADD SENSOR at the bottom of the screen.
   
   
   
   
3. Scan the face of the Sensor you are adding.
   
   
   
   
   • Alternatively, you can manually enter the Device ID.
   • The Install app will present a confirmation screen if the sensor is available and unassigned. If you receive an error, contact SmartSense Support for help.
4. Select NEXT to continue.
5. Name your Sensor and select the condition for one or more of the ports. 
6. Select SAVE to add your Sensor to the asset.

Add multiple sensors to the same asset by repeating these steps

Edit a Sensor

1. You can edit a sensor at any time by browsing Assets and then selecting a sensor.
2. Select the PENCIL ICON to start editing the sensor. From here, you can:
   • Rename the Sensor by entering a new name and selecting SAVE.
   • Unassign the sensor so you can use it with a different asset or a different site within your hierarchy.
     • Unassigning a sensor stops data from reporting to SmartSense (this can be useful if a sensor is damaged or lost).
     • Unassigning a sensor will automatically close any alarms that were associated with the sensor.
     • Unassigning does not delete a sensor, allowing you to still view the sensor from the Asset page.
   • Delete the sensor from your account.
     • Deleting a sensor removes the sensor from the asset AND deletes all data that was previously reported.
     • The deleted sensor can be reassigned as if it is a new sensor without any data history.
       
       

View Sensor Details

To view sensor readings and other details such as sensor ID, select the sensor from the Asset Details page.

• A sensor with a GREEN icon (online) is communicating to SmartSense as expected 
• A sensor with a RED icon (offline) indicates that at least one reporting interval has been missed
• To refresh the status of Assets and Sensors, use a PULL-DOWN gesture by touching the screen with one finger, dragging downward, and releasing your finger
  
  

Add a Gateway

1. From the Site Details screen, select ADD GATEWAY.
   
   
   
   
2. Scan the QR CODE of the Gateway you are adding or manually enter the DEVICE ID, then select NEXT.
   
   
   
   
3. The Install app will present a confirmation screen if the Gateway is available and unassigned. If you receive an error, contact SmartSense Support for help.
4. Select SAVE to add the Gateway to the site.
5. The Gateway will be found at the bottom of the Site Details Page and can be selected to view its details.
   
   

Navigating the Menu

From the menu, you can switch to a different site or view a site summary.

To work with a different site, select the CHANGE SITE button, then choose a different site.

Select SITE SUMMARY for an overview of your site sensor network (any configuration or communication issues will be highlighted).