Auto-connect to Portfolio Manager

SEED-platform / seed

Standard Energy Efficiency Data (SEED) Platform™ is a web-based application that helps organizations easily manage data on the energy performance of large groups of buildings.

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Auto-connect to Portfolio Manager #179

Closed RDmitchell closed 6 years ago

RDmitchell commented 9 years ago

Allow users to set up their account / organization so that Portofolio Manager files can be automatically uploaded to SEED at some interval. In order for this to work, the duplicate data functionality will have to be in place, as well as the PM Automapping capability.

Needs design, technical specification first, then implementation

RDmitchell commented 9 years ago

The first task in this issue is to write a specification for PM Integration which includes an exploration of different options for how to implement this feature, including the following:

Address these concerns:

final solution must be open source
relationship to existing SEED file and mapping capability as part of the specification.
needs for additional services including Java packaging with jvm requirements for Mule – consider how to try to keep uniformity of architecture (ease of install, develop and manage) –
explore other options in addition to Mule (include Seattle and discuss their connector);
Include investigation of options for incremental implementation

Get feedback from LBNL and potentially EPA ES to get feedback as part of the process;

RDmitchell commented 9 years ago

Still need to test with live PM account -- Robin to follow up with EPA to set this account up.

RDmitchell commented 6 years ago

Instance: dev1 SHA: d266f3a Org: LBNL 20 Cycle: Automatic ESPM Import

This is working in terms of importing the records from ESPM by logging into an ESPM account from SEED.

There are a few issues which we may want to refine over time, but the main one that I see now is the Filename that shows up each time an ESPM custom report template is imported into SEED. The name is always the same, ie, PM_Import.csv.

Is it possible to add a sequential number or even better a download date (2018_01_22, 2018_01_22a, etc) to that name, just so that the user can distinguish between the different records in the Inventory Detail view when a record is updated?

See this doc for an example of when this might be useful: https://drive.google.com/open?id=1VqPrK20Lj_IjvV4iO4SXHgEnSdmmW9o56wVrla-pCWM

RDmitchell commented 6 years ago

I am moving my comment above to a new issue, and closing this one, because the basic functionality of importing the data directly from ESPM is there.