In order to use the Energy Star service, you must establish a connection between the Energy Star Portfolio Manager and Energy Manager. The next step is to map your buildings to enable data synchronization. A prerequisite for successful configuration is that you already have your Energy Star account and that your portfolio has already been created in Energy Star Portfolio Manager.

For instructions on how to configure your portfolio in the Energy Star Portfolio Manager, refer to the training materials available directly from the Portfolio Manager login screen.

Establishing a connection to Energy Star Portfolio Manager

  1. Go to Energy Star Portfolio Manager (https://portfoliomanager.energystar.gov) and log in with your Energy Star account.
  1. Open the tab MyPortfolio and select Contacts > Add new contacts/Connections.
  • Add Contact page with several search criteria opens.
  1. Enter SI_Energy_Services in the Username field and select Search. SI_Energy_Services is the global Siemens account.
  1. Select Siemens Smart Infrastructure and on the next page select Send Connection Request
    .
  1. Go to Energy Manager > Configuration > Connectors and in the Energy Star Portfolio Manager card select More > Setup.
  • The Authenticate page opens.
  1. Enter your Energy Star user name and password and select Authenticate.
  1. Go to the Energy Star Portfolio Manager, open the tab Sharing and select the option Share with your Utility or Service Provider for exchanging data.
  • Share properties for exchanging data page opens.
  1. Use the Select Web Services Provider (Account) dropdown to select Siemens Smart Infrastructure.
  1. Click on the Select properties button.
  • List of buildings available in your Energy Star account displays.
  1. Use checkboxes to select buildings to be later mapped in Energy Manager. When done, select Apply selection.
  1. In the Choose permissions section, select Bulk sharing (Simple Option) > Exchange Data Full Access.
  1. Once you have configured all sharing options, press the Authorize Exchange button.
  • Connection between the Energy Star Portfolio Manager and Energy Manager is established.

Mapping buildings in Energy Manager

  • The connection to Energy Star Portfolio Manager has been successfully established and data exchange authorized.
  1. In Energy Manager open Configuration > Connectors.
  1. Click on the More button on the Energy Star card and select Edit.
  • The Mapping page opens. Buildings retrieved from Energy Star Portfolio Manager are displayed on the left. You can use the following options:
    - Refresh: Updates the view with the latest building data.
    - Break all mappings: Remove mappings of all buildings.
    - Go to Overview: Go to the next page.
  1. Use the dropdown next to each of the buildings to choose the corresponding building from your Building X portfolio. The highlighted chain icon indicates successful mapping. Use the remove button to remove the mapping of a single building.
  1. Select Go to Overview.
  • The Overview page opens. It contains an overview of all mapped buildings. You can use the following options:
    - Refresh: Updates the view with the latest building data.
    - Sync Energy Star data: Retrieves the latest Energy Star score from the Portfolio Manager.
    - Go to Energy Star: Open the Energy Star page.
    - View Mapping: Go to the previous page.