Core concepts

Everything in INCLUDE is made of six things: Organization, Group, Solution, Asset, Device and User. Learn these six before you start. The app's menus use the same names.

OrganizationPT Sinar Logam

GroupFactory

Solution

• InEnergy

Asset

Air Compressor

• Power meter
• Pressure sensor

Device

• Production Panel
• Rooftop PV

User

• BudiOperator

GroupUtility Room

Solution

• InAsset

Asset

Induction Motor A

• Temperature sensor
• Vibration sensor
• Power meter

User

• SariViewer

RinaAdminsees and manages every Group

One organization with two Groups. A box inside a box means "is in".

Name	Answers
Organization	Whose is all this
Group	Who may see what
Solution	What the data is used for
Asset	Which thing is monitored
Device	What sends the data
User	Who signs in to the app

Organization

The organization is your company or business in INCLUDE. All your devices, assets, solutions, Groups and users live in it. Other organizations cannot see it.

Your first organization is created when you sign up. If your account belongs to more than one organization, switch between them with the organization picker at the top of the app.

Device

A device is the thing that sends data: an IncludeBox, an ESP32, a Raspberry Pi, or anything that can send HTTP or MQTT. One device can send several values at once, such as temperature and humidity.

Menu: Devices. How to add one is in Start here.

Asset

An asset is the thing being monitored, with several devices mounted on it. The Air Compressor has a power meter and a pressure sensor: two devices, one asset.

• In a dashboard, pick the asset. The data of all its sensors comes with it.
• An asset calculation combines values from several sensors, such as the average of two temperature sensors.

A device that stands on its own, like the Production Panel meter, does not need to be an asset.

Menu: Assets. See Assets and calculations.

Solution

A solution is a ready-made app for one need, such as InEnergy for electricity cost or InAsset for machine condition. A solution reads the data of devices and assets and shows it as dashboards, reports and alerts. One organization can install several solutions.

Menu: Solutions. See Installing a solution and the list of solutions.

Group

A Group decides who may see what. It holds three things: devices, solutions and users.

• Users in a Group see the devices and solutions in that Group.
• A device is in one Group only. A user may be in several Groups and sees what all of them hold.
• Devices and solutions without a Group are seen by Admins only.
• An asset is not put in a Group. Its sensors are. A user sees an asset when one of its sensors is in their Group, and only those sensors show. Keep every sensor of one asset in the same Group so the asset shows whole.

Make Groups by location, such as Factory and Warehouse, or by team. Menu: Groups.

Group and User Group

The Users menu has User Groups (Operator and Viewer). They are different things. A Group decides what someone sees. A User Group decides what they may do.

User

A user is a person who signs in to the app. There are two kinds of account:

• Admin sees and manages the whole organization, every Group included. In the picture: Rina.
• User sees only what is in the Groups they belong to. Their User Group decides what they may do:
  • Operator: day-to-day work, including adding, changing and deleting devices.
  • Viewer: view only.

In the picture, Budi is in the Factory Group. Budi sees InEnergy and the devices in the Factory, but not InAsset or the devices in the Utility Room.

Menu: Users. See Inviting colleagues.

Order to start in

1. Add devices in the Devices menu.
2. If several devices are mounted on one thing, make them an asset in the Assets menu.
3. Install a solution in the Solutions menu.
4. Make a Group, put the devices and the solution in it, then invite colleagues as Users of that Group.

Want to see an example first? Install one solution. Its built-in devices, assets and Group come with it, with 90 days of data, so the arrangement above shows up in the app right away.

Serving your own customers

If you run INCLUDE for your customers, your organization can have Customers. Each Customer has its own users and Groups, and sees only the devices and solutions you give it. Customer accounts are managed in the Users menu, Customer tab.