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Building Optimization Broker

All Help Documentation

Building Optimization Broker

Main

All Help Documentation

Main

Release Notes

BOB Release Notes 1.137 - 10/02/23
BOB Release Notes 1.135 - 9/5/23

Previous Releases

2023

BOB Release Notes 1.128 and 1.129 - 6/20/23
BOB Release Notes - 5/22/23
BOB Release Notes 1.126 - 5/15/23
BOB Release Notes 1.125 - 4/25/2023
BOB Release Notes 1.124 - 4/12/23
BOB Release Notes 1.123 - 3/29/23
BOB Release Notes 1.122 - 3/15/23
BOB Release Notes 1.121 - 3/1/23
BOB Release Notes 1.120 - 2/15/23
BOB Release Notes 1.119 - 02/01/23
BOB Release Notes 1.118 - 01/18/23

2022

1.10

BOB Release Notes 1.117 - 12/23/22
BOB Release Notes 1.116 - 12/09/22
BOB Release Notes 1.115 - 11/23/22
BOB Release Notes 1.114 - 11/09/22
BOB Release Notes 1.113 - 11/02/22
BOB Release Notes 1.112 - 10/26/22
BOB Release Notes 1.111 - 10/19/22
BOB Release Notes 1.109-110 - 10/12/22
BOB Release Notes 1.108 - 9/28/22
BOB Release Notes 1.107 - 9/21/22
BOB Release Notes 1.106 - 9/14/22
BOB Release Notes 1.105 - 9/07/22
BOB Release Notes 1.104 - 8/31/22
BOB Release Notes 1.103 - 8/24/22
BOB Release Notes 1.102 - 8/18/22
BOB Release Notes 1.101 - 8/10/22
BOB Release Notes 1.100 - 8/04/22

1.9

BOB Release Notes 1.99 - 7/28/22
BOB Release Notes 1.98 - 7/20/22
BOB Release Notes 1.97 - 7/13/22
BOB Release Notes 1.96 - 7/06/22
BOB Release Notes 1.95 - 6/30/22
BOB Release Notes 1.94 - 6/22/22
BOB Release Notes 1.93 - 6/15/22
BOB Release Notes 1.92 - 6/8/22
BOB Release Notes 1.91 - 6/01/22
BOB Release Notes 1.90 - 5/25/22

1.8

BOB Release Notes 1.89 - 5/18/22
BOB Release Notes 1.88 - 5/11/22
BOB Release Notes 1.87 - 5/04/22
BOB Release Notes 1.86 - 4/27/22
BOB Release Notes 1.85 - 4/20/22
BOB Release Notes 1.84 - 4/13/22
BOB Release Notes 1.83 - 4/06/22
BOB Release Notes 1.82 - 3/30/22
BOB Release Notes 1.81 - 3/23/22
BOB Release Notes 1.80 - 3/16/22

1.7

BOB Release Notes 1.79 - 3/09/22
BOB Release Notes 1.78 - 3/02/22
BOB Release Notes 1.77 - 2/25/22
BOB Release Notes 1.76 - 2/16/22
BOB Release Notes 1.75 - 2/09/22
BOB Release Notes 1.74 - 2/03/22
BOB Release Notes 1.73 - 1/26/22
BOB Release Notes 1.72 - 1/19/22
BOB Release Notes 1.71 - 1/12/22
BOB Release Notes 1.70 - 1/05/22

2021

1.6

BOB Release Notes 1.69 - 12/28/21
BOB Release Notes 1.68 - 12/22/21
BOB Release Notes 1.67 - 12/14/21
BOB Release Notes 1.66 - 12/08/21
BOB Release Notes 1.65 - 12/01/21
BOB Release Notes 1.64 - 11/24/21
BOB Release Notes 1.63 - 11/18/21
BOB Release Notes 1.62 - 11/11/21
BOB Release Notes 1.61 - 11/03/21
BOB Release Notes 1.60 - 10/27/21

1.5

BOB Release Notes 1.59 - 10/20/21
BOB Release Notes 1.58 - 10/13/21
BOB Release Notes 1.57 - 10/06/21
BOB 1.56 - 09/29/21
BOB 1.55 - 09/24/21
BOB 1.54 - 09/15/21
BOB 1.53 - 09/08/21
BOB 1.52 - 09/01/21
BOB 1.51 - 08/25/21
BOB 1.50 - 08/18/21

1.4

BOB 1.49 - 08/11/21
BOB 1.48 - 08/04/21
BOB 1.47 - 07/28/21
BOB 1.46 - 07/20/21
BOB 1.45 - 07/14/21
BOB 1.44 - 07/07/21
BOB 1.43 - 06/29/21
BOB 1.42 - 06/22/21
BOB 1.41 - 06/15/21
BOB 1.40 - 06/08/21
BOB 1.4.11 - 05/18/21
BOB 1.4.10 - 05/11/21
BOB 1.4.9 - 05/04/21
BOB 1.4.8 - 04/28/21
BOB 1.4.7 - 04/20/21
BOB 1.4.6 - 04/13/21
BOB 1.4.5 - 04/06/21
BOB 1.4.4 - 03/31/21
BOB 1.4.0 - 03/02/21

1.3

BOB 1.39 - 06/02/21
BOB 1.38 - 05/25/21

1.2

BOB 1.2.1 - 02/09/21
BOB 1.2.0 - 02/02/21

2020

1.1

BOB 1.1.10 - 11/10/20
BOB 1.1.9 - 10/28/20
BOB 1.1.7 - 10/06/20
BOB 1.1.5 - 09/28/20
BOB 1.1.3 - 09/09/20
BOB 1.1.2 - 09/02/20
BOB 1.1.1 - 08/25/20
BOB 1.1.0 - 08/17/20

1.0

BOB 1.0.3 - 07/30/20
BOB 1.0.2 - 06/25/20
BOB 1.0.1 - 06/17/20
BOB 1.0.0 - 06/01/20

0.0beta

BOB 0.10.0beta - May 26, 2020
BOB 0.9.0beta - Apr. 22, 2020
BOB 0.8.0beta - Apr. 6, 2020
BOB 0.7.0beta - Mar. 18, 2020
BOB 0.6.0beta - Mar. 5, 2020
BOB 0.5.0beta - Feb. 19, 2020
BOB 0.0.3beta - Feb. 3, 2020
BOB 0.0.1beta - Jan. 1, 2020

Product Maintenance

Building Optimization Broker Guide

Overview

User Profile
User Permissions

K2A Core

Company Entity Management
Client Entity Management
Site Entity Management
Equipment Entity Management
System Entity Management

BOB Dashboards

Viewing the Executive Summary
Exporting and Downloading Data
Using the Date/Time Picker
Filtering Data
Navigating the Dashboards
Key Performance Indicators (KPIs)
Subscribing to Alert Notifications
Managing Background Jobs

Company Dashboard

Working with Clients

Client Dashboard

Working with Sites

Site Dashboard

Working with Equipment
Working with Systems

System Dashboard
Equipment Dashboard

Sensors Overview

Working with Views and Configurations
Working with Sensors
Working with Custom Calculated Sensors
Conditional Formatting
Configure the Sensor Graph
Export Sensor Data
K2A Sensor Calculations
Operators List
Functions List
Raw Unit List

Working with Contacts

Working with Client Contacts
Working with Site Contacts

Energy Utility Dashboard

Service Requests

Creating a Service Request
Sorting, Filtering, and Searching Service Request Data
Viewing the Service Request Details
Adding a Client Contact to a Service Request
Creating an Appointment
Notifying the Client
Deleting a Service Request
Deleting an Appointment

Service Request Settings

Email to Service Call Settings
Rule Fault to Service Call Settings

Reporting

Inspection Report
Optimization Report
Sensor Count Report
Watchdog Report

Rules

Working with Rules
Additional Rule Processing

Working with K2A Rules

Using a K2A Rule
Modifying a K2A Rule
K2A Rule Library

Creating a Custom Rule

Working with Rule Sensor Filters

Viewing Rule Sensor Filters
Creating a General Sensor Filter
Creating an Equipment Sensor Filter
Creating a System Sensor Filter
Creating a Weather Sensor Filter
Editing a Rule Sensor Filter
Deleting a Rule Sensor Filter
Sensor Aggregates

Working with Formula Editor Blocks
Working with Fault Logic Editor Blocks

Scoring

Architect

Architect Examples
Using the Architect Wizard
Working with Clients in Architect
Working with Campuses
Working with Sites in Architect
Working with Systems in Architect
System Modeling Guide
Working with Areas
Working with Equipment in Architect
Working with Sensors in Architect
Working with Unit Conversions
Sensor Type Guide
Working with Technicians

IoT Hub

Working with BAS Agents

Viewing Logs
Adding a BAS Agent

Managing a BAS Agent

Working with BAS Network Configurations

BACnet-IP Configuration
Tridium Niagara (oBIX) Configuration

Assigning a BAS Agent
Unassigning a BAS Agent
Renaming a BAS Agent
Rebooting a BAS Agent
Restarting the BAS Agent Application
Pinging a BAS Agent
Deleting a BAS Agent

Working with BAS Inventory

Assigning an Existing Profile to a Device
Creating a New Profile from the BAS Inventory
Creating Devices and Objects in BAS Inventory
Manually Refreshing the BAS Inventory

Control System Compatibility
Setting a Static IP Address

Scanning a BACnet Network
Scanning a Niagara Network

Working with FSM Integrations

Creating an FSM Integration
Configuring the FSM Integration
Syncing FSM Data to Building Optimization Broker
Viewing FSM Integration Information
Viewing FSM Integrations
Renaming an FSM Integration
Rotating FSM Integration Credentials
Deleting an FSM Integration
Setting up a Signature Integration with BOB

Working with Profiles

Working with Profile Objects

Adding a BacNET Profile Object
Managing BACnet Objects
Adding a Niagara Profile Object
Managing a Niagara Object
Deleting a Profile Object
Changing Trend Intervals by Profile Objects

Create a Profile
Renaming a Profile
Deleting a Profile
Changing Trend Intervals by Profile

Working with Downloads

Admin

Working with Companies
Working with Users
Working with Roles
Working with User Role Permissions
Working with Scoring
Working with Billing Info

Working with Advanced Communications

Service Statuses

Attribute Management
Working with Conversions

API Docs

Quick Start Guide

Connecting Your BAS Agent
Configuring the Network
Cloud Communications
Troubleshooting BAS Agent Cloud Connections

SaaS Security and Compliance

SAAS Security Compliance
Security
Security FAQs

PDF Downloads

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Feature Requests
Customer Portal
Support Lifecycle Policy
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