Self-Serve Connector View

Self-Serve Connector View

Connector view

The Connector view transforms how you interact with API data sources in KODE OS. It moves beyond a static view to a dynamic and powerful command center, giving you real-time visibility and control over your data integrations.

To open the Connector view, 

  • In Data Sources, select a data connection. The Connector View for that data connection appears, displaying the Analytics tab. 

Connection details and activity

There are four buttons in the upper-right corner of the page that enable you to view the details of the data connection, view connection activity, and edit the connection. 

  • Test Connections:  

  • Details: Opens the Details panel, showing the details of the data connection. 

  • Activity: Opens the Activity panel. You can select a date range [???] 

  • Three-dots: Opens the Options menu. You can edit or delete the data connection and discover schedules. 


Manage your connections

This article provides instructions on how to monitor, configure, and troubleshoot your data connections to help ensure operational efficiency. The connector view is divided into two tabs: Health and Analytics.

Analytics tab

The Analytics tab provides a detailed look into the data collected by your connector and provides discovery statistics. It helps you understand the volume of data processed and the status of discovered devices and points. 

Overview

This section provides a high-level summary of the entities discovered and managed by the connector.

  • Devices: The number of discovered devices is shown here, along with a health status badge (for example, 75% OK). The modeled vs total metric indicates how many of the discovered devices have been successfully modeled within the system.

  • Points: This shows the total number of data points discovered, with a breakdown of how many are modeled versus the total discovered.

  • Schedules: Displays the number of schedules. Click View All to open the Schedules List. 

  • Assets: Displays the number of assets. Click View All to open the Devices List. 

Data Stream

The Data Stream section provides valuable insights into the volume and health of your data collection.

  • Collection Activity: Shows the total number of items collected In Range (in the last 7 days) and All time. It also provides a timeline of the next and last collection times and indicates how long the connector has been active.

  • Data Stream Graph: A detailed bar graph displays the collection activity over time. Green bars represent items that were successfully collected, while red bars show items that failed. This visual aid is crucial for identifying trends or sudden drops in data collection.

Viewing Data Collection Metrics

On the Analytics → Data Stream page, you can choose between two types of metrics:

  • Records Collected – Shows how many records have been collected from a specific API or data stream.

  • Collection Frequency – Shows how often data is being collected from the source or how often we attempted collection.

Example Usage

  1. Select a data stream, such as CFS API, which contains a variety of records collected at different time intervals.

  2. Choose the desired metric:

    • Records Collected – View the number of records collected over a specific time frame.

    • Collection Frequency – View how often the system collects data.

This view helps identify potential issues in data collection or confirm that the data stream is running as expected

Using Live Updates for Real-Time Monitoring

Live Updates button has been added to the data source view, enabling:

  • Real-time updates on the screen whenever a request is made to the API.

  • Monitoring specific data sources live, useful for debugging or client demonstrations.

To use:

  • Navigate to a specific data source.

  • Click Live Updates.

  • Observe the data refreshing as API requests occur.


This feature allows immediate insight into the system’s data collection process:


Benefits of the Data Stream Section

With these updates, users can:

  • Differentiate between the number of records collected and collection frequency.

  • Monitor hourly, daily, or weekly data streams for consistency.

  • Export detailed collection data for analysis.

  • View live updates to track real-time data collection.

These tools improve monitoring, debugging, and reporting on data stream activity.

Modify data collection frequency 

To modify the data collection frequency,

  1. On the Analytics tab, go to the Collection Activity section.

  2. Click the pencil icon next to the current frequency setting. The Data Collection Status pop-up window appears.

  1. Choose a new frequency from the available options.

  • Every: Positive number. 

  • Time: Seconds, Minutes, Hours, or Days.

  1. Click Apply


Pause data collection

To pause data collection for an entity.

  1. On the Analytics tab, go to the Collection Activity section.

  2. Click the pencil icon next to the current frequency setting. The Data Collection Status pop-up window appears.

  1. To the left of Data Collection Status click the slider off

  2. Click Apply. The connector stops fetching and storing data from that entity.
    You can always restart data collection by clicking the slider on.


Health tab

The Health tab provides a real-time overview of the connector's operational status and helps you quickly identify and diagnose issues.

Uptime activity

This section offers a visual and numerical summary of your connector's performance.

  • Failures: The number of failures that have occurred in the selected date range is displayed prominently. A failure is an event where the connector was unable to collect data. 

  • Uptime: The uptime percentage shows the proportion of time the connector has been running successfully.

  • Uptime Graph: A color-coded bar graph visualizes periods of uptime and downtime. Green sections indicate periods when the connector was up, while red sections indicate it was down.

The default time period is seven days. Use the calendar to select a different date range. You can choose from: Yesterday,
Last 2 Days, Last 7 Days, Last 30 Days, This Month, or another date.

Error Logs

The error logs in the Connector Details view are designed to make issue resolution straightforward and efficient. To access them, go to the Error Logs section within the Connector Details page by navigating to Health section. Each error includes a clear explanation of what occurred, recommended actions, and the associated raw logs for reference.


Clicking on an individual error provides additional context, such as its category and detailed guidance for addressing it. Errors are displayed in sequence, allowing users to track recurring issues and identify patterns over time. An export option is also available to download the full raw error log, which can be used for deeper troubleshooting or sharing with external teams.

Viewing Errors

  • Open the Connector Details view and navigate to the Error Logs section.

  • Select a specific API to view its errors.

  • Errors are displayed with:

    • Meaning of the error

    • Suggested actions

    • All raw error logs, including timestamps and original API messages

Understanding Error Categories

  • Click on an error to see the category it belongs to and recommend next steps.

  • Example: An “Authentication” error will show the cause and suggested actions.

Tracking Multiple Errors

  • If a data source has gone up and down multiple times, all occurrences will be listed.

  • This helps identify recurring issues and patterns in connectivity or API behavior.

Exporting Logs

  • Use the Export function to download all error logs, Name the file and select the needed filters.

  • This is useful for sharing with external teams or for in-depth troubleshooting.

The Error Logs table provides granular detail on each failure event, which is essential for troubleshooting.

  • Date and Time: Displays the exact timestamp of each error, helping you correlate a failure with a specific event or change.

  • Error Message: Provides a concise description of the error, such as a connection timeout or a refusal to connect.

Select a log entry to view more detailed information about the cause of the failure. 

The Connector Details view includes enhancements designed to simplify error management and troubleshooting. Error messages are displayed in a clear, human readable format, making it easier to quickly understand what is happening with a data source. Each error provides a description of the issue, the most recent occurrence timestamp, and recommended actions, allowing users to take informed steps toward resolution.

Humanized Error Messages
  • Error logs are now displayed in a clear, easy-to-understand format.

  • Users can quickly identify when a data source is offline and view the last occurrence of the error.

  • Suggested actions are provided for each error, helping users know exactly what steps to take.

Second, errors are categorized into predefined groups, such as connection timeout, authentication issues, and network outages. This categorization helps users identify the type of problem and understand its implications. Finally, all errors are logged in detail with timestamps and original API messages, and they can be exported for sharing or further analysis. These informations collectively improve transparency, usability, and efficiency when managing connector errors.

Error Categorization
  • Errors are grouped into defined categories to simplify troubleshooting.

  • Categories Include:

    • Connection Timeout

    • Request Timeout

    • Connection Closed (e.g., handshake failure)

    • Unreachable Network (proxy down)

    • VPN Down (data source offline)

    • Authentication Error

    • Gateway Not Reachable

Each category includes a clear explanation and recommended user actions.

Additional Resources

Troubleshooting Common Issues

Use the information available in the new view to diagnose and resolve issues with your connector.

  1. Check the Activity log. If you notice an unexpected dip in the uptime graph, review the activity log to see if any recent changes were made to the connector that might have caused the issue.

  2. Verify connection details. If the connector is experiencing failures, check the connection details in the Edit view to ensure the API keys or URLs are correct.

  3. Cross-reference with the Data Stream graph. Look for a correlation between recent changes in the activity log and any changes in the data collection activity graph. A configuration change might have impacted the number of successful items.

Step-by-Step Data Source Setup with Dynamic ID Discovery

Overview

When configuring API connectors, identifying the correct Site ID or Building ID can be one of the most time consuming steps. In many cases, these IDs are not readily available and require coordination with clients or vendors to confirm the correct values.

For supported APIs, the platform retrieves these identifiers directly from the API during setup. This allows users to validate credentials and select the appropriate IDs without needing to request them separately.

This article explains how the process works and when it applies.

How Dynamic ID Retrieval Works

For APIs that support identifier queries, the configuration process follows a guided flow after clicking on ‘Add New Connector’:

1. Enter Authentication Credentials

Depending on the API, this may include:

  • URL

  • Email and password
    or

  • URL and API key

2. Validate Credentials

After entering credentials, select Validate

If authentication is successful:

  • The system confirms access

  • The next configuration step becomes available

3. Select Available IDs

Once credentials are validated:

  • The system queries the API

  • All accessible Site IDs and/or Building IDs are retrieved

  • The available options are displayed for selection

Only identifiers associated with the validated account will appear. This removes the need to manually request or confirm IDs before proceeding.

4. Complete Connector Configuration

After selecting the appropriate ID:

  • Configure required data streams

  • Define collection frequency

  • Review configuration details

  • Finalize connector setup

After completing this steps, click next and review the details and submit.

Important Notes

  • This functionality is available only for APIs that allow querying Site or Building IDs through their endpoints.

  • Not all APIs support dynamic ID retrieval.

  • If an API does not expose identifiers, IDs must be provided manually during configuration.

  • This is already completed and it’s live for the below APIs, with more coming as long as the vendor APIs support ID discovery.

    • CF Connect

    • Tork

    • Cove

    • Vantify

    • Kontakt

    • Helvar

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