You can view a boiler profile to check certain information such as whether a boiler is activated.

To view information about a boiler:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address, and then press Enter.
2. Select in the row associated with the desired boiler.

The Boiler Profile page is displayed.

You can check and update your contact and address information.

To view and edit contact information:

1. In the Welcome area (top-right corner), select the down arrow and then select .
2. To update information on the User Profile page, select .
3. On the Edit User Profile page, make your change(s).
4. To save your changes, select (to exit without saving, select ).

You can view information about your provider as well as information about associated boiler groups and boilers that you may have access to in the system.

To view information about the provider and associated boiler groups and boilers, In the Welcome area (top-right corner), select the down arrow and then select .

Boilers that you can view will be displayed in the "Boiler Group and/or "User Owned Boilers" section.

You can view a boiler's operational settings using two methods: the Technician site and the Touchscreen site accessible via the and or buttons.

Difference between the Technician and the Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a boiler's settings. Selecting the Touchscreen button displays a representation of a boiler's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a boiler's operation including a unique view of multi-boiler systems when viewing the Master boiler's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen Home Standby page

To view a boiler's operational settings:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select either , or in the row associated with the boiler.
3. Select Exit to exit the site.

If you are a homeowner, you can use the ‘Unoccupied’ energy-saving mode when you go away for a period of time (e.g., holiday).

Switching a boiler to unoccupied mode

Switching a boiler to unoccupied mode

To switch the boiler to 'unoccupied' mode:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select or in the row associated with the boiler.
3. Select the Standby screen.
4. On the Main Menu, select User Settings.
5. Select the Occupied check box to remove the check mark.
6. To save your changes, select (to exit without saving, select ).

Returning a boiler to occupied mode

Returning a boiler to occupied mode

To return a boiler to occupied mode:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select or in the row associated with the boiler.
3. Select the Standby screen.
4. On the Main Menu, select User Settings.
5. Select the Occupied check box to insert a check mark.
6. To save your changes, select (to exit without saving, select ).

Setting the date and time in a boiler is necessary for programming overrides.

If the boiler is:

• Connected to the internet, you can set the date and time to automatically update.
• Not connected to the internet, you will need to set it manually. For example, when there is a daylight saving time change.

Setting date and time in a boiler connected to the Internet

Setting date and time in a boiler connected to the Internet

When the boiler is connected to the internet, you can set up the date and time to automatically update its internal clock from an Internet time service.

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select or in the row associated with the boiler.
3. Select the Standby screen.
4. On the Main Menu, select User Settings.
5. Select Date & Time.
6. Ensure that the NTP Server option is selected.

   The Time and Date boxes are disabled, and cannot be selected.

7. If required, select the Time Zone box, and select a time zone option, and then choose OK.
8. Ensure that the Auto DST check box is checked.
9. To save your changes, select (to exit without saving, select ).

Setting date and time in a boiler not connected to the Internet

Setting date and time in a boiler not connected to the Internet

If the boiler is not connected to the internet, there will be times when you need to manually set/reset a boiler’s date and time. For example, if the boiler has been shutoff, or if there has been a daylight saving time change.

To set the date and time manually:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select or in the row associated with the boiler.
3. Select the Standby screen.
4. On the Main Menu, select User Settings.
5. Select Date & Time.
6. Ensure that the Internal option is selected.
7. Set the Date & Time boxes, using the keypad.
8. If required, tap the Time Zone box, and select an option.
9. To save your changes, select (to exit without saving, select ).

Setting overrides enables you to reduce water temperature during home unoccupied periods.

To schedule one or more overrides:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select or in the row associated with the boiler.
3. Select the Standby screen.
4. On the Main Menu, select User Settings.
5. Select Setback Schedule.
6. Select for a setpoint load (e.g., Load 1 - Set Point).

   The boiler’s current indoor setpoint is displayed in the "Temperature" box.

7. (Optional) To change the temperature, select inside the Temperature box, and using the keypad, enter a temperature between 59°F and 185°F, and then select OK.

   Each time period is defined by a start and a stop time in 24 hour clock format.

8. Select inside the Start Time box, and using the up-down arrows set a start time.
9. Select inside the End Time box, and using the up-down arrows set a start time.

   Alternatively, use the up-down arrows in the Duration field to set the number of hours.

10. In the Repeat Cycle area, select the check boxes for the required day(s).
11. Repeat the previous steps for Setback Schedule 2 and 3, if desired.
12. Select Save.

    Temperature Override programming can be enabled or disabled for each load independently.

13. Select the Enable Schedule check box for the load(s) that you want to set.
14. To save your changes, select (to exit without saving, select ).

You can change your password from the IBC Portal Login page or after logging in.

To modify your password if you are logged in:

1. In the Welcome area (top-right corner), select the down arrow and select Profile.
2. Select .
3. On the Change Password for User page, complete the Password boxes.
4. To save your changes, select (to exit without saving, select ).

You can view information on a boiler's settings via the Technician site or the Touchscreen site. For a description of each site, see Modifying settings in a boiler

To view a boiler's operational settings:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select either , or in the row associated with the boiler.
3. Select Exit to exit the site.

You can perform a software update from the Technician and Touchscreen sites.

Running a software update from the Technician site

Running a software update from the Technician site

1. Go to https://portal.ibcboiler.com/, and log in.
2. On the IBC Dashboard Boilers page, if the boiler is not listed, in the Search box enter the boiler's MAC address.
3. Select .
4. From the menu on the left, select Restart Options.
5. Select the Internet Update option, and follow the instructions.

   If a boiler fails to update, it may still restart.

6. To check that the software update has occurred, you can select the menu to view the software release version.

   When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

7. Check that the boiler has returned to normal operation.

Running a software update from the Touchscreen site

Running a software update from the Touchscreen site

1. Go to https://portal.ibcboiler.com/, and log in.
2. On the IBC Dashboard Boilers page, if the boiler is not listed, in the Search box enter the boiler's MAC address.
3. Select or .
4. Tap the screen to view Main Menu.
5. Tap Diagnostics > Advanced Diagnostics > Software Update.
6. Tap Internet, and follow the instructions.

   If a boiler fails to update, it may still restart.

7. To check that the software update has occurred, go to Main Menu>Diagnostics>Boiler Information>Software Release.

   When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

8. Check that the boiler has returned to normal operation.

You can make operational adjustments to a boiler managed by your provider using two methods: the Technician site and the Touchscreen site accessible via the and or buttons.

Difference between the Technician and Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a boiler's settings. Selecting the Touchscreen button displays a representation of a boiler's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a boiler's operation including a unique view of multi-boiler systems when viewing the Master boiler's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen Homepage Standby page

To modify a boiler's settings:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select either , or associated with the boiler.

   	Note
   	The "Diagnostics" menu is read-only, and is reserved for IBC technical support staff.

   To view how to make changes in the V-10 touchscreen controller, refer to the V-10 Touchscreen Controller user guidesee .

   Make changes as required.
3. To save your changes, select (to exit without saving, select ).
4. To return to the IBC Dashboard page, select the Exit button in the top-right corner.

You can view a boiler profile to check certain information such as whether a boiler is activated.

To view information about a boiler (via a boiler group), In the Welcome area (top-right corner), select the down arrow and then select .

Boilers that you can view will be displayed in the "Boiler Group and/or "User Owned Boilers" section.

You can modify a boiler's profile, for example, update contact information. Note that the User Owner and Status boxes cannot be edited.

To edit information about a boiler:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address, and then press Enter.
2. Select in the row associated with the boiler profile you want to edit.
3. On the Boiler Profile page, select .
4. On the Edit Boiler Profile page, make your change(s).
5. To save your changes, select (to exit without saving, select ).

You can view your provider's contact information as well as view associated boiler groups and boilers managed by your provider.

To view your provider's contact information and associated boiler groups:

1. Select , and then select Boiler Groups.

   The Boiler Groups page lists one or more boiler groups associated with your provider if your user role allows you to view the boiler groups.

2. To view information on your provider, select a blue link in the Provider column.

   The Provider Profile page lists your provider's contact information as well as a list of boiler groups and boilers managed by your provider.

3. To view boilers associated with a boiler group, select a blue link in the Boiler Group column.

An installer key (use only with boilers set up with software version 1.10.1 or later) is a file that contains a provider's profile. An installer key is used to assign a boiler to a provider at the time of boiler registration from the controller. The advantage of using an installer key is that it simplifies the process for the Provider Installer: the boiler is automatically assigned to the user owner and provider, and activated in the portal as it registers.

To download an installer key:

1. Select the Welcome user drop-down arrow (beside the Username) in the top-right corner of the IBC portal page, and select Profile.

   

2. Select .

3. Select to download the installer.key file to your computer.

4. Copy the installer.key file to a USB stick.

   	Note
   	You will need to copy the installer.key to the main top-level folder/directory on your USB stick. When registering, the touchscreen controller will only look in the top-level directory/folder, not subfolders/subdirectories. Also, ensure that the file name is "installer.key".

5. With the USB inserted in the touchscreen controller (see ), do the following:
6. Tap the Standby > Installer Settings > System Settings > Network Settings.

7. Scroll down to the Internet Portal area, and tap the Register button.

   The "Grant IBC access to your boiler" pop-up is displayed.

8. To confirm that you allow IBC to access the boiler, tap Yes>OK. Do not select "restart the boiler" until registration is complete.

   Warning

   While the boiler is registering: Do not select "Save" after pressing the "Register" button because the boiler will restart. Do not reboot the boiler controller until registration is complete. Rebooting a boiler with a USB stick inserted in the controller causes a new port to be assigned to the USB port. Thus, during portal registration, the installer.key is not found. To restore default port names, reboot the boiler without the USB stick.

   Successful boiler registration to the IBC portal typically takes up to 10 minutes.

   During the boiler registration process, the Internet Portal button changes to "Working" (possibly "Fault"), and when registration is successful, to "Unregister".

9. If, after 10 minutes, the Internet Protocol button still displays "Register", restart the boiler, and then repeat the registration process using the installer key.

   

   Troubleshooting:
   1. If the boiler is disconnected after registration, view the boiler record to determine if there is an "Allow Boiler Re-registration" button. Press the button and wait for the re-registration to complete.
   2. If the button displays "Fault", tap the button and confirm to unregister the boiler. Wait 10 minutes, wait for the button to change to 'Register', and then restart the boiler.
   Restart registration.

   If the Internet Protocol button says "Fault", see Troubleshooting the IBC V10 portal.

You can change your password after logging in.

To modify your password if you are logged in:

1. In the Welcome area (top-right corner), select the down arrow and select Profile.
2. Select .
3. On the Change Password for User page, complete the Password boxes.
4. To save your changes, select (to exit without saving, select ).

You can view information on a boiler's settings via the Technician site or via the Touchscreen site. For a description of each site, see Modifying settings in a boiler.

To view a boiler's operational settings:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select either , or in the row associated with the boiler.

You can run a software update from the Technician and Touchscreen sites.

Running a software update from the Technician site

Running a software update from the Technician site

1. Go to https://portal.ibcboiler.com/, and log in.
2. On the IBC Dashboard Boilers page, if the boiler is not listed, in the Search box enter the boiler's MAC address.
3. Select .
4. From the menu on the left, select Restart Options.
5. Select the Internet Update option, and follow the instructions.

   If a boiler fails to update, it may still restart.

6. To check that the software update has occurred, you can select the menu to view the software release version.

   When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

7. Check that the boiler has returned to normal operation.

Running a software update from the Touchscreen site

Running a software update from the Touchscreen site

1. Go to https://portal.ibcboiler.com/, and log in.
2. On the IBC Dashboard Boilers page, if the boiler is not listed, in the Search box enter the boiler's MAC address.
3. Select or .
4. Tap the screen to view Main Menu.
5. Tap Diagnostics > Advanced Diagnostics > Software Update.
6. Tap Internet, and follow the instructions.

   If a boiler fails to update, it may still restart.

7. To check that the software update has occurred, go to Main Menu>Diagnostics>Boiler Information>Software Release.

   When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

8. Check that the boiler has returned to normal operation.

You can make operational adjustments to a boiler managed by your provider using two methods: the Technician site and the Touchscreen site accessible via the and or buttons.

Difference between the Technician and Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a boiler's settings. Selecting the "Touchscreen" button displays a representation of a boiler's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a boiler's operation including a unique view of multi-boiler systems when viewing the Master boiler's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen Homepage Standby page

To modify a boiler's settings:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select either or or associated with the boiler.

   	Note
   	The "Diagnostics" menu is read-only, and is reserved for IBC technical support staff.

   To view how to make changes in the V-10 touchscreen controller, refer to the V-10 Touchscreen Controller user guidesee .

3. Make changes as required.
4. To save your changes, select (to exit without saving, select ).
5. To return to the IBC Dashboard page, select the Exit button in the top-right corner.

You can view your provider's contact information as well as view associated boiler groups and boilers managed by your provider.

To view your provider's contact information and associated boiler groups:

1. Select , and then select Boiler Groups.

   The Boiler Groups page lists one or more boiler groups associated with your provider.

2. To view information on your provider, select a blue link in the Provider column.

   The Provider Profile page lists your provider's contact information as well as a list of boiler groups managed by your provider.

3. To view boilers associated with a boiler group, select a blue link in the Boiler Group column.

You can view a boiler profile to check certain information such as whether a boiler is activated.

To view information about a boiler (via a boiler group):

1. In the Welcome area (top-right corner), select the down arrow and then select .

2. In the User Owned Boilers area, in the Boiler Name column, click on the blue link to view the specific boiler's information.

You can view a list of (user-owned) boilers for which you are a primary contact.

In the Welcome area (top-right corner), select the down arrow and then select .

See the "User Owned Boilers" area for details.

When you edit boiler information you are changing a boiler's profile information such as contact information and email alerts. If a homeowner requests remote access to their boiler, see Assigning user-owned boilers.

To edit information about a boiler:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address, and then press Enter.
2. Select in the row associated with the boiler profile you want to edit.
3. On the Boiler Profile page, select .
4. On the Edit Boiler Profile page, make your change(s).
5. To save your changes, select (to exit without saving, select ).

An installer key (use only with boilers set up with software version 1.10.1 or later) is a file that contains a provider's profile. An installer key is used to assign a boiler to a provider at the time of boiler registration from the controller. The advantage of using an installer key is that it simplifies the process for the Provider Installer: the boiler is automatically assigned to the user owner and provider, and activated in the portal as it registers.

To download an installer key:

1. Select the Welcome user drop-down arrow (beside the Username) in the top-right corner of the IBC portal page, and select Profile.

   

2. Select .

3. Select to download the installer.key file to your computer.

4. Copy the installer.key file to a USB stick.

   	Note
   	You will need to copy the installer.key to the main top-level folder/directory on your USB stick. When registering, the touchscreen controller will only look in the top-level directory/folder, not subfolders/subdirectories. Also, ensure that the file name is "installer.key".

5. With the USB inserted in the touchscreen controller (see ), do the following:
6. Tap the Standby screen.
7. Tap Installer Settings > System Settings > Network Settings.

8. Scroll down to the Internet Portal area, and tap the Register button.

   The "Grant IBC access to your boiler" pop-up is displayed.

9. To confirm that you allow IBC to access the boiler, tap Yes>OK. Do not select "restart the boiler" until registration is complete.

   Warning

   While the boiler is registering: Do not select "Save" after pressing the "Register" button because the boiler will restart. Do not reboot the boiler controller until registration is complete. Rebooting a boiler with a USB stick inserted in the controller causes a new port to be assigned to the USB port. Thus, during portal registration, the installer.key is not found. To restore default port names, reboot the boiler without the USB stick.

   Successful boiler registration to the IBC portal typically takes up to 10 minutes.

   During the boiler registration process, the Internet Portal button changes to "Working" (possibly "Fault"), and when registration is successful, to "Unregister".

10. If, after 10 minutes, the Internet Protocol button still displays "Register", restart the boiler, and then repeat the registration process using the installer key.

    

    Troubleshooting:
    1. If the boiler is disconnected after registration, view the boiler record to determine if there is an "Allow Boiler Re-registration" button. Press the button and wait for the re-registration to complete.
    2. If the button displays "Fault", tap the button and confirm to unregister the boiler. Wait 10 minutes, wait for the button to change to 'Register', and then restart the boiler.
    Restart registration.

    If the Internet Protocol button says "Fault", see Troubleshooting the IBC V10 portal.

When you delete a boiler, the boiler's profile information is removed from the IBC portal, and you can no longer remotely access the boiler.

	Warning
	To restore remote access to the boiler, it will need to be registered again. See Getting connected to the IBC V-10 Portal.

To delete a boiler from the system:

1. If the boiler you want to delete is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler you wish to delete.
3. On the Boiler Profile page, select .
4. To delete the boiler, select . To exit without deleting, select .

Note on the Boiler list that the boiler is no longer displayed.

Once a boiler is registered (connected) to the IBC portal, it must be activated to enable remote access to the boiler. The boiler is automatically activated when registering with an installer key. If an installer key has not be used to register a boiler, a Provider Installer or Provider Manager can activate the boiler. If unavailable, contact IBC Tech Support to activate.

For more information on boiler status, see About boiler status icons.

Activating a boiler

Activating a boiler

When you activate a boiler, the Technician and the Touchscreen buttons associated with the boiler will display on the Boilers List page.

To activate a boiler:

1. If the boiler you want to activate is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler you wish to activate.

   The Boiler Profile is displayed.

3. Select the button.

   A confirmation window opens.

4. To confirm the boiler activation, select . To cancel activation, select ).

On the Boiler Profile page, the Status box displays "Activated". If you go back to the IBC Dashboard Boilers Home page, the Status column may display the green icon to indicate that the boiler is registered and activated. The Technician and Touchscreen buttons will display on the IBC Dashboard Boilers Page. Or the Status column may display the red icon to indicate that the registered boiler is disconnected and activated.

Deactivating a boiler

Deactivating a boiler

When you deactivate a boiler, the Technician and the Touchscreen buttons associated with the boiler no longer display on the IBC Dashboard Boilers page.

To deactivate a boiler:

1. If the boiler you want to deactivate is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler you wish to deactivate.

   The Boiler Profile is displayed.

3. Select .

   A confirmation window opens to confirm proceeding with the deactivation.

4. To confirm the boiler deactivation, select (to abort deactivating the boiler, select ).

On the Boiler Profile page, the Status box displays "Deactivated". If you go back to the IBC Dashboard Boilers Home page, the Status column may display the red icon to indicate that the registered boiler is connected and deactivated. Or the Status column may display the red icon to indicate that the registered boiler is disconnected and deactivated.

You can change your password after logging in.

To modify your password if you are logged in:

1. In the Welcome area (top-right corner), select the down arrow and select Profile.
2. Select .
3. On the Change Password for User page, complete the Password boxes.
4. To save your changes, select (to exit without saving, select ).

The method you use to set up users depends on what was specified on the "IBC Portal Registration" form. Each boiler is typically assigned a "user owner" at the time of registration. A "user owner" may be the homeowner or a provider contact (installer), or both. Following are three possible "user owners":

• A homeowner who wants sole and exclusive access to their boiler. If the homeowner is not currently assigned as the "user owner" for their boiler, follow these instructions: Adding a home owner wanting sole access to their boiler Adding a home owner wanting sole access to their boiler on page 1
• A homeowner who wants access to their boiler, but also wants a provider (installer , tech support) to access and oversee their boiler operation. If the homeowner and provider are not currently assigned, follow these instructions: Granting a home owner and provider access to a boilerGranting a home owner and provider access to a boiler on page 1.
• A provider contact (installer , tech support) who has been granted permission by the homeowner to access and oversee a boiler. The homeowner does not want access to their boiler. See Assigning a registered boiler to a provider contact Assigning a registered boiler to a provider contact on page 1.

Adding a home owner wanting sole access to their boiler

Adding a home owner wanting sole access to their boiler

Before you can add the home owner, the boiler needs to be registered in the system. You will add the homeowner as a user in the system, then link the homeowner to their boiler to give them exclusive access.

To add a user (homeowner):

1. Select , and then select Users.
2. On the Users page, select .
3. On the Add User page, enter the name and address details of the user owner.

4. From the User Role dropdown, select a user role (for homeowners enter Provider Monitor).

   The Provider dropdown is already selected.

5. In the Password box, enter your user password (linked to you email address).
6. In the Repeat Password box, enter the same password for confirmation, and select .
7. Select to display the IBC Dashboard Boilers page.
8. Search for the boiler you want to assign the homeowner to.
9. In the Actions column, select in the row associated with the required boiler.
10. On the Boiler Profile page, select .
11. On the Edit Boiler Profile page, from the User Owner dropdown list, select the homeowner.

12. To save your changes, select .

Granting a home owner and provider access to a boiler

Granting a home owner and provider access to a boiler

You will add the homeowner as a user in the system, then link the homeowner to their boiler to give them access. After, you will give your provider contact, (and a boiler group, if applicable) access to the boiler.

To add a user (homeowner) and provider:

1. Select , and then select Users.
2. On the Users page, select .
3. On the Add User page, enter the name and address details of the user owner.

4. From the User Role dropdown, select a user role (for homeowners - Provider Monitor; for installers - Provider Installer).

   The Provider dropdown is already selected.

5. In the Password box, enter your user password (linked to you email address).
6. In the Repeat Password box, enter the same password for confirmation.
7. To save your changes, select .

Assigning a homeowner and provider to a boiler

1. Select to display the IBC Dashboard Boilers page.
2. Search for the boiler you want to assign the homeowner to.
3. In the Actions column, select in the row associated with the required boiler.
4. To assign the:
   1. Homeowner:
      1. Select .
      2. On the Edit Boiler Profile page, from the User Owner dropdown list, select the homeowner.
      3. To save your changes, select .
   2. Provider:
      1. On the Boiler Profile page, select .
      2. On the Provider Permissions for Boiler page, select .

      3. From the Provider "Select Provider" dropdown, select your provider.

         

      4. If you want to add the boiler to a boiler group, select inside the Boiler Group box, and choose the boiler group.
      5. To save your changes, select .

Assigning a registered boiler to a provider contact

Assigning a registered boiler to a provider contact

These steps guide you through setting up a provider contact to access a homeowner's boiler. First, you will add your provider contact as a user in the system, then you will link the provider contact to a boiler.

To add a provider contact:

1. Select , and then select Users.
2. On the Users page, select .
3. On the Add User page, enter the name and address details of your provider contact.

4. From the User Role dropdown, select a user role (Provider Installer, Provider Tech Support or Manager (Provider).

   The Provider dropdown is already selected.

5. In the Password box, enter your user password (linked to you email address).
6. In the Repeat Password box, enter the same password for confirmation.
7. To save your changes, select .

Assigning a provider contact to a boiler

1. Select to display the IBC Dashboard Boilers page.
2. Search for the boiler you want to assign your provider contact to.

3. In the Actions column, select in the row associated with the required boiler.

4. On the Boiler Profile page, select .

   The Edit Boiler Profile page is displayed.

   

5. On the Edit Boiler Profile page, from the User Owner dropdown list, select the provider contact you previously added to the system.
6. To save your changes, select .

What's Next?

If desired, you can set up email alerts, so that when an alert occurs on a boiler the system sends notifications to the recipients on the list. For instructions, see Setting up email alerts.

You can add and assign boiler groups as well as edit and delete boiler profiles; for example, update contact information, update provider permissions, and update user owners.

Adding, assigning, editing, and deleting boiler groups

Adding, assigning, editing, and deleting boiler groups

When a boiler is added (registered) in the system, it's good practice to assign a boiler to a boiler group. A boiler group must have one or more boilers assigned to them, and is a way of preventing users from viewing/accessing other boilers managed by your provider. Let's say your provider manages several school districts. You could create a boiler group for each district (e.g., School district Burnaby, School district Richmond etc.).

Adding a boiler group

Adding a boiler group

If the boiler group does not exist in the system, you will need to create one. When you add a boiler group, you will assign it to your provider and define which user roles have access to the group.

To add a boiler group:

1. Select , and then select Boiler Groups.
2. On the Boiler Groups page, select .
3. On the Add Boiler Group page, in the Group Name box, enter the boiler group name.

   The Provider box is defaulted to your provider.

   Now, you need to choose which user owner roles will have access (permission) to the boiler group. Provider roles that are not checked will not be allowed to access the boiler.

   

4. In the User Role Access Permissions to Boiler area, check the boxes next to the user roles who will need access to the boiler group (e.g., Provider Manager, Provider Installer).
5. To save your changes, select (to exit without saving, select ).

The boiler group is added to the list of boiler groups associated with your provider. Now you need to assign the boiler group to the user. See Assigning user-owned boilers.

Assigning one or more boilers to a boiler group

Assign the boiler to a boiler group

You will locate the boiler in the system, and allocate it to an existing boiler group.

1. On the IBC Dashboard Boilers page, enter the boiler name in the Search box if it is not showing in the list.
2. In the boiler row, select .
3. On the Boiler Profile page, select .
4. On the Provider Permissions for Boiler page, select .
5. Click inside the Boiler Groups box, and from the dropdown select the boiler group.
6. Select .

The boiler is now assigned to a boiler group.

Editing a boiler group

Editing a boiler group

You can edit the boiler group profile when a boiler group name changes, and/or if user access to the boiler group needs to be updated.

To edit a boiler group name:

1. Select , and then select Boiler Groups.
2. If the boiler group is not listed on the page, use the Search box to find the boiler group.
3. Select in the row associated with the boiler group.
4. On the Edit Boiler Group page, in the Group Name box, enter a new group name.
5. If required, in the "User Role Access Permissions to Boiler" row, check the boxes of the users who can have access to the updated boiler group.
6. To save your changes, select (to exit without saving, select ).

Deleting a boiler group

Deleting a boiler group

To delete a boiler group:

1. Select , and then select Boiler Groups.
2. If the boiler group is not listed on the page, use the Search box to find it.
3. Select in the row associated with the boiler group.
4. To confirm the boiler group deletion, select Ok from the confirmation box (to abort without deleting the boiler group, select ).

A confirmation message is displayed indicating that the boiler group has been deleted.

Editing boiler information

Editing boiler information

When you edit boiler information, you can change the contact for the boiler, the user owner as well as activate or deactivate a boiler.

To edit a boiler's profile information:

1. On the IBC Dashboard Boilers page, go to the Search box to search for the required boiler.
2. Select in the row associated with the boiler profile you want to edit.
3. On the Boiler Profile page, select .
4. On the Edit Boiler Profile page, make your change.
5. To save your changes, select (to exit without saving, select ).

Deleting a boiler profile

Deleting a boiler profile

When you delete a boiler, the boiler's profile information is removed from the IBC portal, and you can no longer remotely access the boiler.

	Warning
	To restore remote access to the boiler, it will need to be registered again. See Getting connected to the IBC V-10 Portal.

To delete a boiler from the system:

1. If the boiler you want to delete is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler you wish to delete.
3. On the Boiler Profile page, select .
4. To delete the boiler, select Ok (to exit without deleting the boiler, select ).

Note on the Boiler list that the boiler is no longer displayed.

When a boiler is being managed by another boiler group associated with your provider, you can transfer the boiler between boiler groups. If the boiler group does not exist in the system, see Adding a boiler group.

To transfer a boiler from one boiler group to another:

1. If the boiler you want to transfer is not listed in the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name.

2. Select in the row associated with the desired boiler.
3. On the Boiler Profile page, select .
4. On the Provider Permissions for Boiler page, click inside the Boiler Groups box, and select the boiler group that the boiler will be transferred to.
5. To save your changes, select (to exit without saving, select ).

After entering user information in the system, you can edit or delete user records. You can also reset user passwords.

Editing user information

Editing user information

You can change information in a user profile, for example, update a user's contact information.

	Note
	You will see all users assigned to your provider. Only users in lower user roles can be edited or deleted. There is limited ability to change you user profile information.

To edit user information:

1. Select , and then select Users.

   The Users page lists users associated with your provider.

2. If the user's name is not listed on the page, use the Search box to find the user.
3. Select in the row associated with the user whose profile you want to edit.

   The Edit User Profile page is displayed.

4. After making the necessary changes, select to save your changes (to exit without saving, select ).

Deleting a user

Deleting a user

To a delete a user record from the Users list:

1. Select , and then select Users.

   The Users page lists users associated with your provider.

2. If the user's name is not listed on the page, use the Search box to find the user.
3. Select in the row associated with the user that you want to delete.
4. Select Ok to confirm deletion of the user (to abort without deleting, select ).

The user is removed from the Users list.

Resetting passwords

Resetting user passwords

When you reset a user's password, the system sends that user an email containing a new password. Note that users can reset their own passwords by going to the IBC portal Login page.

To reset a user's password:

1. Select , and then select Users.

   The Users page lists users associated with your provider.

2. If the user's name is not listed on the page, use the Search box to find the user.
3. Select in the row associated with the user.
4. Select .
5. Select .
6. Select OK from the confirmation box to confirm the password reset (to exit the password reset, select ).

You can set up an email alert list for a boiler, boiler group or proivder, so that when a problem occurs on a boiler the system sends an alert notification to specific email addresses on the email alert list. You can also remove email addresses from the email alert list.

Setting up email alert lists for a boiler group

Setting up email alert lists for a boiler group

All recipients in a boiler group email alert list (that have been enabled) will receive an alert notification if an alert occurs for any of the boilers managed by the boiler group.

To configure email alerts for recipients in a boiler group:

1. Select , and then select Boiler Groups.

   The Boiler Groups page lists one or more boiler groups associated with your provider.

2. If the boiler group is not listed, go to the Search box on the right and enter the boiler group name.
3. Select in the row associated with the boiler group.

   The Boilers Group Profile page is displayed.

4. Select .
5. To add an email address, on the Alert Emails for Boiler Group... page, select .

   An empty box appears under the "Email Address" column.

6. In the Email Address box, enter an email address. By default, the Enabled check box for the email address is checked.

   Note: To receive email alerts the "Enabled" box must be checked for each email recipient.

7. To add more recipients, select .
8. When you have entered one or more email recipients, select to save your changes (to exit without adding email recipients, select ).

Setting up email alert lists for a boiler

Setting up email alert lists for a boiler

To configure boiler email alerts for email recipients:

1. If the boiler is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler.
3. On the Boiler Profile page, select .
4. To add an email address, on the Alert Emails for Boiler... page, select .

   An empty box appears under the "Email Address" column.

5. In the Email Address box, enter an email address. By default, the Enabled check box for the email address is checked.

   Note: To receive email alerts the "Enabled" box must be checked for each email recipient.

6. To add more recipients, select .
7. When you have entered one or more email recipients, select to save your changes (to exit without adding email recipients, select ).

Alert email notifications for a boiler will be sent to all email recipients with the "Enabled" check box checked.

Deleting or disabling an email address from an email alert list

Deleting or disabling an email address from an email alert list

If you delete an email address from an email alert list, you are permanently removing the email address, and this email will no longer receive email alert notifications. If you disable an email address, it remains in the Email Address list, but will not be sent alert notifications until it is enabled again ("Enabled" check box is checked).

To delete or disable an email address in an email alert list:

1. Select in the row associated with the boiler or boiler group.
2. On the Boiler Profile page, select .
3. On the Alert Emails for Boiler... page:
   • To delete the email address, select in the row associated with the email address you wish to remove.
   • To disable the email address, select the Enabled check box to remove the check mark.

4. To save your changes, select (to exit without saving, select ).

Once a boiler is registered (connected) to the IBC portal, it must be activated to enable remote access to the boiler. The boiler is automatically activated when registering with an installer key. If an installer key has not been used to register a boiler, a Provider Installer or Provider Manager can activate the boiler. If unavailable, contact IBC Tech Support to activate.

For more information on boiler status, see About boiler status icons.

Activating a boiler

Activating a boiler

When you activate a boiler, the Technician and the Touchscreen buttons associated with the boiler will display on the Boilers List page.

To activate a boiler:

1. If the boiler you want to activate is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler you wish to activate.

   The Boiler Profile is displayed.

3. Select the button.

   A confirmation window opens.

4. To confirm the boiler activation, select . To cancel activation, select ).

On the Boiler Profile page, the Status box displays "Activated". If you go back to the IBC Dashboard Boilers Home page, the Status column may display the green icon to indicate that the boiler is registered and activated. The Technician and Touchscreen buttons will display on the IBC Dashboard Boilers Page. Or the Status column may display the red icon to indicate that the registered boiler is disconnected and activated.

Deactivating a boiler

Deactivating a boiler

When you deactivate a boiler, the Technician and the Touchscreen buttons associated with the boiler no longer display on the IBC Dashboard Boilers page.

To deactivate a boiler:

1. If the boiler you want to deactivate is not listed on the IBC Dashboard Boilers Home page, go to the Search box and enter the boiler name or MAC address.
2. Select in the row associated with the boiler you wish to deactivate.

   The Boiler Profile is displayed.

3. Select .

   A confirmation window opens to confirm proceeding with the deactivation.

4. To confirm the boiler deactivation, select (to abort deactivating the boiler, select ).

On the Boiler Profile page, the Status box displays "Deactivated". If you go back to the IBC Dashboard Boilers Home page, the Status column may display the red icon to indicate that the registered boiler is connected and deactivated. Or the Status column may display the red icon to indicate that the registered boiler is disconnected and deactivated.

You can run a software update from the Technician and Touchscreen sites.

Running a software update from the Technician site

Running a software update from the Technician site

1. Go to https://portal.ibcboiler.com/, and log in.
2. On the IBC Dashboard Boilers page, if the boiler is not listed, in the Search box enter the boiler's MAC address.
3. Select .
4. From the menu on the left, select Restart Options.
5. Select the Internet Update option, and follow the instructions.

   If a boiler fails to update, it may still restart.

6. To check that the software update has occurred, you can select the menu to view the software release version.

   When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

7. Check that the boiler has returned to normal operation.

Running a software update from the Touchscreen site

Running a software update from the Touchscreen site

1. Go to https://portal.ibcboiler.com/, and log in.
2. On the IBC Dashboard Boilers page, if the boiler is not listed, in the Search box enter the boiler's MAC address.
3. Select or .
4. Tap the screen to view Main Menu.
5. Tap Diagnostics > Advanced Diagnostics > Software Update.
6. Tap Internet, and follow the instructions.

   If a boiler fails to update, it may still restart.

7. To check that the software update has occurred, go to Main Menu>Diagnostics>Boiler Information>Software Release.

   When a software update is performed, the touchscreen controller is put into "service" mode. This prevents the system from servicing loads.

8. Check that the boiler has returned to normal operation.

An installer key (use only with boilers set up with software version 1.10.1 or later) is a file that contains a provider's profile. An installer key is used to assign a boiler to a provider at the time of boiler registration from the controller. The advantage of using an installer key is that it simplifies the process for the Provider Installer: the boiler is automatically assigned to the user owner and provider, and activated in the portal as it registers.

To download an installer key:

1. Select the Welcome user drop-down arrow (beside the Username) in the top right corner of the IBC portal page, and select Profile.

   

2. Select .

3. Select to download the installer.key file to your computer.

4. Copy the installer.key file to a USB stick.

   	Note
   	You will need to copy the installer.key to the main top-level folder/directory on your USB stick. When registering, the touchscreen controller will only look in the top-level directory/folder, not subfolders/subdirectories. Also, ensure that the file name is "installer.key".

5. With the USB inserted in the touchscreen controller (see ), do the following:
6. Tap the Standby screen>Installer Settings>System Settings>Network Settings.

7. Scroll down to the Internet Portal area, and tap the Register button.

   The "Grant IBC access to your boiler" pop-up is displayed.

8. To confirm that you allow IBC to access the boiler, tap Yes>OK. Do not select "restart the boiler" until registration is complete.

   Warning

   While the boiler is registering: Do not select "Save" after pressing the "Register" button because the boiler will restart. Do not reboot the boiler controller until registration is complete. Rebooting a boiler with a USB stick inserted in the controller causes a new port to be assigned to the USB port. Thus, during portal registration, the installer.key is not found. To restore default port names, reboot the boiler without the USB stick.

   Successful boiler registration to the IBC portal typically takes up to 10 minutes.

   During the boiler registration process, the "Internet Portal" button changes to "Working" (possibly "Fault"), and when registration is successful, to "Unregister".

9. If, after 10 minutes, the Internet Protocol button still displays "Register", restart the boiler, and then repeat the registration process using the installer key.

   

   Troubleshooting:
   1. If the boiler is disconnected after registration, view the boiler record to determine if there is an "Allow Boiler Re-registration" button. Press the button and wait for the re-registration to complete.
   2. If the button displays "Fault", tap the button and confirm to unregister the boiler. Wait 10 minutes, wait for the button to change to 'Register', and then restart the boiler.
   Restart registration.

   If the Internet Protocol button says "Fault", see Troubleshooting the IBC V10 portal.

You can make operational adjustments to a boiler managed by your provider using two methods: the Technician site and the Touchscreen site accessible via the and or buttons.

Difference between the Technician and Touchscreen sites

Both sites access the same information. Selecting the Technician button displays a dashboard-representation of a boiler's settings. Selecting the Touchscreen button displays a representation of a boiler's touchscreen controller.

On a desktop, the Technician site displays more information on the screen about a boiler's operation including a unique view of multi-boiler systems when viewing the Master boiler's settings.

Technician (Dashboard) view

The Touchscreen site is designed for a small screen such as a smartphone.

Touchscreen Homepage Standby page

To modify a boiler's settings:

1. If the boiler is not displayed in the IBC Dashboard Boilers (Home page) list, go to the Search box and enter the boiler name or MAC address.

2. Select either or or associated with the boiler.

   	Note
   	The "Diagnostics" menu is read-only, and is reserved for IBC technical support staff.

3. To view how to make changes in the V-10 touchscreen controller, refer to the V-10 Touchscreen Controller user guidesee .

4. Make changes as required.
5. To save your changes, select (to exit without saving, select ).
6. To return to the IBC Dashboard page, select the Exit button in the top-right corner.

You can change your password from the IBC Portal Login page or after logging in.

To modify your password if you are logged in:

1. In the Welcome area (top-right corner), select the down arrow and select Profile.
2. Select .
3. On the Change Password for User page, complete the Password boxes.
4. To save your changes, select (to exit without saving, select ).