Course Code: CB-02
Goal: Master the correct process to onboard a new BMS site into CUBE Box, ensuring proper setup and seamless data connections for real-time monitoring and operations.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for BMS engineers, project managers, site coordinators, and technical support teams)

Resources Provided:

• CUBE Box Site Setup Guide
  
• Site Onboarding Checklist
  
• BACnet Discovery and API Integration Overview
  
• Site Licensing and Architecture Configuration Reference

Learning Objectives

By the end of this session, participants will be able to:

• Properly create new BMS sites in CUBE Box using various methods (BACnet discovery, API integration, manual configuration).
  
• Set up site details including addresses, system architecture, licensing, and estimate connections.
  
• Follow best practices for clean and efficient site onboarding.
  
• Activate a project and ensure real-time data flow is initiated for monitoring and analysis.

Session Agenda

CB2.1 Creating New Sites: BACnet Discovery, API Integration, or Manual Configuration

• BACnet Discovery Method:
  
• How to use BACnet discovery to automatically detect and import devices from a BMS.
• Benefits of using BACnet for faster and more accurate site setup.
  
  
• API Integration:
  
• Setting up API connections for seamless data integration from existing BMS systems.
• Best practices for API integration, ensuring smooth communication between systems.
  
  
• Manual Configuration:
  
• Step-by-step guide for manually creating a new site in CUBE Box.
• Inputting system components, connections, and relevant site details for manual configuration.

CB2.2 Setting Up Addresses, System Architecture, Licensing, and Estimate Connections

• Configuring Site Addresses:
  
• How to set up addresses for BACnet devices, IP ranges, and communication protocols.
   
• Importance of accurate addressing for real-time data accuracy.
  
  
• Defining System Architecture:
  
• Structuring the BMS architecture within CUBE Box (e.g., control devices, sensors, networks).
   
• How CUBE Box allows you to map system architecture for better management and monitoring.
  
  
• Licensing the Site:
  
• Ensuring proper licensing for CUBE Box integration with the BMS.
   
• How to validate licenses for various system components and modules.
  
  
• Linking Estimates to the Site:
  
• Setting up estimate connections for the site, ensuring accurate cost tracking.
• Connecting system setup and hardware configurations with project estimates.

CB2.3 Best Practices for Clean Site Onboarding

• Data Consistency and Accuracy:
  
• Importance of ensuring that all site data is accurate and complete.
• Avoiding common onboarding errors (e.g., incorrect addresses, missing devices).
  
  
• Streamlining Site Setup:
  
• Using templates or predefined settings for faster and consistent site creation.
• How to ensure that each component of the site (from devices to licenses) is correctly configured.
  
  
• Verifying Integration:
  
• Double-checking data flow and system communication for a smooth setup.
• How to ensure that all systems are properly connected and reporting accurately. 

CB2.4 How to Activate a Project and Ensure Real-Time Data Flow Begins

• Activating a New Site/Project:
  
• Steps to activate a new site or project in CUBE Box.
   
• Understanding the activation process and ensuring all components are properly initialized.
  
  
• Real-Time Data Flow:
  
• How to verify that real-time data is flowing from the BMS into CUBE Box.
   
• Monitoring and troubleshooting common issues with data flow (e.g., delays, disconnections).
  
  
• Post-Activation Checks:
  
• Running checks to confirm the proper data sync between site devices and the CUBE Box platform.
• How to use CUBE Box tools to ensure data integrity and system performance post-activation.

Hands-On Preview (Optional if time allows)

• Create a sample BMS site in CUBE Box using BACnet discovery or API integration.
  
• Configure system addresses and connect a site to the CUBE Box platform.
  
• Activate the site and ensure that real-time data flow is functioning correctly.

Post-Session Action Items

• Review your current site onboarding processes and identify areas for improvement.
  
• Test creating a new site using the BACnet or API method and verify data flow.
  
• Audit your current site configurations to ensure accurate addresses, licenses, and connections.
  
• Document the best practices learned during the session and implement them for future site onboarding.

 Note: When scheduling, make sure to include this session code: CB-02.

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