Support

This article applies to these plans:

Basic

Standard

Compliant

About Configuring Your Account

• This article serves as the fundamentals for getting started with DicksonOne, and each of the sections below provides links for additional instructions
• The individual who creates a DicksonOne account becomes the Owner (Super Admin) by default
•  This article is intended to help you configure various settings on the account before adding Users, adding Devices and/or creating Alarms

Note
Create an account before getting started and reach out to your sales representative once your account is created so that the proper subscription is applied to your account. Visit Creating an Account for more help on how to get started.

How to Get Started

Phase 1: Verify Subscription is Active

1. On the left navigation bar on the interface, click on Manage > Billing 
2. Verify that you have a subscription redeemed or reach out to your sales representative
3. or begin a recurring monthly subscription plan

Phase 2: Configure Default Device Settings

The pre-set default device settings will be applied to device(s) as they are aded to the account making it easier for your organization and users to add new hardware. Go to Change the Device Settings to learn how you can customize a specific device to its own settings.

1. Go to Manage on the left navigation bar and click on Account
2. Click on Default Device Settings
3. Configure the Account Default Device Settings to fit your organization’s requirements, i.e., Firmware Update Settings to be set Automatically, Sample Interval at 10 minutes, 30 minutes, etc., Calibration Interval to 12 months, etc.

Phase 3: Security Settings and SSO Config

Your Organization’s IT Requirements may need to be configured and if your organization utilizes an Active Directory you may take advantage of Single Sign On (SSO).

1. Go to Manage > Account page and then click Security Settings
2. Various settings can be configured for the account and these settings will be applied to current and future users

Phase 4: Add Locations, Register Devices, and More

Adding locations can be beneficial for how you organize your monitoring points (devices) and how you will manage users

1. Go to Manage > click Locations
2. The Account Name is the Super Location that everything lives in, select from the drop down menu where the location you are adding will exist in
3. Name your location (can be geographical or based on application, e.g., ‘Refrigerators’
4. Click Add Location
5. The location structure works in a parent-child relationship in which you can continue to add sub-locations within a higher location

Learn more on Locations

Registering Devices can be simple, on the welcome Dashboard page and/or on a Location’s page, you can click +Register Device to register devices

1. Name the device
2. Input the Device’s registration code (Learn More)
3. Select Location
4. or Add a New Location in which the device will live in
5. Display Time Zone
6. Click Register Device 

This article applies to these plans:

Basic

Standard

Compliant

About Credit Card Payments

• Your monthly credit card subscription will be cancelled after three consecutive failed payments
• If you see a failed payment, we recommend contacting your card issuer first to understand why the payment was not processed
• You can also update your credit card information as needed when a payment fails
• Please continue reading to learn more

Understanding Credit Card Payments

Section 1: When your payments have failed your subscription will be cancelled

Your monthly subscription paid using a Credit Card may be cancelled if the system has exhausted all attempts to process a payment.

1. When the 1st payment attempt fails, the system will try again after 24 hours
2. If the 2nd payment fails, the system will attempt again 24 hours from the last attempt
3. If the 3rd payment fails, the system will automatically cancel your subscription

Once the subscription is cancelled, you have the option to click Subscribe so that you can purchase a monthly plan again or please reach out to your sales representative if you are interested in purchasing a Yearly-Compliant plan at 630.543.3747

Section 2: What to do when your credit card payment fails

DicksonOne will automatically send a notification to the email tied to the Credit Card on DicksonOne when the first attempt fails. The system will also display a warning banner letting users know that your subscription has a failing payment. Please update your payment information.

1. A failed payment is typically due to the card issuer not honoring the payment
2. Please contact your card issuer as soon as possible to understand why a payment was failed
3. You also have the option to update your credit card information to a new card by clicking Update Payment on the right so that your payment can be processed

Note
If you updated your credit card information to a new one after a payment has failed, the warning message may continue to be displayed as the system will attempt to run the transaction at the exact time. Please allow up to 24 hours for the payment status and warning banner to be updated.
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About Creating an Account

• To create a DicksonOne account, an Email Address will be required
• If you are attempting to access an existing account, please contact your account administrator as duplicate accounts cannot be merged
• After your account is created you can invite other users to your account

How to Create a DicksonOne Account

Go to DicksonOne.com

1. Click create an account
2. If you are an active user already, you can sign in using your Active Directory credentials
3. or log in using your Email and Password

If you are attempting to become a user to an existing account, please contact your account administrator and have the account administrator add you as a user.

Important:
By default, the first person who signs up for their DicksonOne account is considered the account’s “Owner.” This individual has unique capabilities compared to other users.

1. Enter the required information including:
   1. Company Name
   2. Your first name
   3. Your last name
   4. Your email
   5. A secure password x2
   6. Opt-in to the desired email list(s)
2. Confirm that you’re not a robot
3. Hit the “Sign up” button

This article applies to these plans:

Basic

Standard

Compliant

About Device Settings

• Allows quick and easy configuration of devices settings at the time of registration
• Only the Account Owner can manage what the default device settings are set to
• Allows customers to make changes across 1 or many devices at once due to changes in Standard Operating Procedures (SOPs) and more

Note
Only the Account Owner can control and manage what the Default Device Settings are.

How to Configure Default Device Settings

Section 1:

Go to Manage > Account > Default Device Settings

1. From the following Device Settings options, select the appropriate settings your organization would like to use
2. The predetermine settings will be adhered by a device upon registration

Note
When a device has the Company Default Settings applied to it, if any changes are made to the Default Device Settings the changes will then be reflected on the device.

Section 2:

Though the devices will adhered to the Company Default Device Settings at the time of registration, every device can still be customized to its own settings. Select a specific device and go to Settings

1. The sample interval is custom to this device in this example
2. The Temperature Display Unit is custom to this device in this example
3. The Pressure Display Unit adheres to the Company Default in this example

Section 3:

Certain users such as the Account Owner or those who have Manage Access to a location(s) will be able to Manage Device settings across one or many devices at once

1. Select the device(s) that will have changes applied
2. Select from the settings drawer a setting you would like to apply
3. The company Defaults will be highlighted to users, but a user can select a different setting instead
4. Be sure to click Apply Bulk Actions to n Devices to save

This article applies to these plans:

Basic

Standard

Compliant

About DicksonOne Account Features

• DicksonOne is a cloud based software application that offers flexibility to users as well as security features to ensure that your account is secured.
• Unlimited users can be created and assigned to various administrative rights as needed.
• There is no limit to the amount of devices that you can have on a DicksonOne Account.

Security Features:

Go to Manage > Account on DicksonOne to review Security Settings

You can use Security Settings to match your IT requirements or you can also configure Single Sign On (SSO) on your account.

Control User Access Based on Location and Permissions:

When inviting new users to join your account, you will determine the locations the user should have access to as well as the permission level.

1. No Access will prevent the user from accessing or seeing the specific location
2. Ready Only will allow the user to view the location and the devices for the location and this ability will allow the user to view/comment on alarms, create exports and reports, but cannot manage anything within the location
3. Manage will allow the user to have manage access to the location in which the user will have administrative permissions to add devices, ad users, configure alarms, etc.

Visit User Access and Permissions to view a feature matrix for the permission levels DicksonOne provides.

Add Unlimited Devices:

1. There is no restriction to the amount of devices that can be added to a DicksonOne account.
2. The amount of devices allowed to an account is determined by the subscription plan the account is on.
3. To upgrade to the next subscription, please contact us at support@DicksonOne.com or 630.643.3747

About Generating API Keys

• This article aims to explain the steps to generate API Keys, as well as who gets access to API keys and how to get to the developers’ help information.
• API keys are limited to compliant yearly plans only, which do not include the monthly subscription credit card plans via Stripe. 

How to Generate and Access API Keys

Section 1: Generating API Keys

Only the account owners have the ability to generate tokens for other users. Be sure to reach out to the account owner if a token is needed. Once the token has been generated by your account owner, you will be able to access the token. 

1. As an account owner, go to Manage in DicksonOne
2. Click API Keys
3. Provide a Name for the API Key
4. Select the User who will utilize the API Key
5. Click Generate Token to create the API Key
6. As the account owner, you will be able to view all of the Active API Keys

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Section 2: Accessing Your API Key

Once an API Key has been created for you by your account owner, you will be able to access it and use the token. 

1. As a user, go to Manage in DicksonOne
2. Click API Keys
3. To authenticate, you will use the Token that has been provided to you

Review more on Authentication

Section 3: Visting the API Reference Documentation and Support

Go to https://www.dicksonone.com/api/rest/docs#authentication to access the DicksonOne API Reference page

1. Can use the Search bar to locate specific actions you may be seeking
2. Various menu options and topics are displayed
3. Documented instructions and rules will be provided 
4. Examples of how to run the API Requests will appear

Note
The API keys are also tied to the user’s permissions.

Section 4: Revoking Access

To revoke access to the API for a user, the API key that has been created can be revoked, and only account owner can revoke access. 

1. Go to Manage on DicksonOne
2. Click API Keys
3. As the account owner, you have the ability to view all the Active API Keys that can be revoked
4. Find the appropriate API Key and click Revoke Access

Note
We recommend designating an account user as a developer, so that if a person is removed from an account the application that is used does not have to go with the individual user. This can allow you to reuse the specific user’s credentials with another user/developer when the user/developer is replaced.

Section 4: Designating an API User

Though any user can have an API token generated for them, we recommend that you create a developer user in your account for application purposes if the individual ever leaves the organization or moves on to another role. 

1. Go to Manage on DicksonOne
2. Click on Users
3. Then +Add a User
4. Developer User example, in which the user credentials can then be handed off to the next developer or shared with another

This article applies to these plans:

Basic

Standard

Compliant

Requirements

• All users must have a first name, surname and email address as attributes within an Active Directory instance
• Must have a subscription plan with SSO enabled
• IDP supports SAML 2.0
• SSL certificate for IDP login and fingerprint for the certificate

How to Configure Single Sign On (SSO)

Phase 1: Add a Relying Party Trust

1. In the AD FS Management console, select Relying Party Trusts, and then right-click to select Add Relying Party Trust

and then click Start

2. In Select Data Source, select the last option Enter data about the relying party manually and then click Next >

• An XML file is provided on DicksoneOne.com if Importing the Data is preferred
• Please see Phase 4 for more info

3. On the next screen Specify Display Name, enter a name you will recognize in  Display name: and click Next >

4. In Choose Profile, you will select AD FS profile which supports security token encryption and the SAML 2.0 protocol and then click Next >

5. In Configure Certificate leave the default values as is and click Next > 

6. In Configure URL, check the box Enable support for the SAML 2.0 WebSSO protocol and fill in the Relying party SAML 2.0 SSO service URL: with your Consumer Service URL found on your DicksonOne account (see more in Phase 4)

7. Configure Identifiers by placing your URL under Relying party trust identifier: and click Add and click Next > 

8. In Configure Multi-factor Authentication, select whichever applies to your organization

9.  For Choose Issuance Authorization Rules click Permit all users to access this relying party and then click Next >

10. In Ready to Add Trust, click Next > 

11. On the final Finish screen, check the box Open the Edit Claim Rules dialog for this relying party trust when the wizard closes, and click Close

Phase 2: Create Claims Rules

The claim rule editor will automatically open once you have created the trust 

1. Create rule in Issuance Transform Rules by clicking Add Rule…

2. In Choose Rule Type you will select Send LDAP Attributes as Claims from the drop-down under Claim rule Template:

3. On the next screen Create a name in Claim rule name: Under Attribute store: select Active Directory from the drop-down. For Mapping of LDAP attributes to outgoing claim types: select E-Mail-Addresse,. Given-Name, Surname for both columns.

4. On the next screen click Apply and then OK

Phase 3: Adjust Trust Settings

Settings in your relying party trust may need adjustment 

1. Open your newly added DicksonOne Relying Party Trust by double-clicking

2. In the Properties window, click on Advance, and the Secure hash algorithm: should be set to SHA-1 though SHA-256 is supported as well.

3.

A. Click on Endpoints and click add SAML as the new endpoint

B. Provide the following:

• Endpoint type: set to SAML Logout
• Binding: set to POST
• Trusted URL: Add the following string /adfs/ls/?wa=wsignout1.0 to your AD FS FQDN to like this https://[Your ADFS FQDN]/adfs/ls/?wa=wsignout1.0
• Response URL: should be left blank
• Click Okay 

C. Click Apply and then OK

Phase 4: Get Started with SSO Configuration on DicksonOne

Settings in your relying party trust may need adjustment 

1. DicksonOne SSO URL: Provided by Dickson
2. Issuer Metadata URL: System generated
   • Users’ Metadata XML URL
   • Part of Phase 1 step 7.
   • Can be downloaded for use
3. Consumer Service URL: System generated
   • User for Error Handling
   • Part of Phase 1 step 6.
4. IDP Sign-On URL: User Provided
5. IDP Logout URL: User Provided
   • Should have been created in Phase 3 step 3 b.
6. SHA1 or SHA 256 Certificate Fingerprint: User Provided
   • Fingerprint must be from the Token Signing Certificate
7. Force users to sign in through SSO? Allows the account owner to control if users should have to sing in with their AD credentials or if it is not forced users will be able to login with their DicksonOne email and password

FAQs

What happens with user logins when SSO is forced?

• Users will have to login using their Active Directory (AD) credentials
• If the user has an email and password in DicksonOne, the user will not be able to login in and will see a message displayed Password-based login has been disabled for your account. Please sign in using your Single Sign-On identity provider.
• The user will have to click on Single Sign-On to be rerouted to their company’s DicksonOne SSO login page

What happens with security when SSO is forced?

• Security settings will be managed by your company’s group policy
• User Time out in account settings will be the only security option available

Note
Learn more on how to Deploy and Configure AD FS

About Account Owner and Manage Access Users

• The individual who creates the DicksonOne account will automatically become the Account Owner by default and the Account owner will be the primary administrator.
• The Account Owner can add additional users and those users can be allowed to have Manage Access based on locations.

How to Differentiate Between the Account Owners and Regular Users with Manage Access

Account Owners:

The account owner can manage the entire system, including:

• Add a device to the account, Edit device settings
• View a device and its data, Export data from a device
• View the alarm log, Acknowledge Alarms, Create/Edit alarm templates, and comment on alarms
• View the event log
• Add users, Edit users, Suspend Users, Delete Users
• Add locations, Edit locations
• View/download all device exports and reports, Export the entire account
• Manage billing/subscription

Note
Each DicksonOne account has only one Account Owner by default. To add an additional Account Owner or transfer ownership, please have the Account Owner contact us at support@dicksonone.com or call 630.643.3747

Users with Manage Access:

Users with Manage Access can do anything that an Account Owner can do, with the exception of not able to:

• Manage Billing and Subscriptions 
• Delete or Suspend Users 
• Export the Account Data
• View and Edit Account Reports (created by other users)
• Limited based on location permissions (all or one or more locations the user can be set to manage)

Warning
We recommend keeping the number of users with Manage Access to least required to perform job functions, because Manage Access permits users to control critical aspects of the account such as adding/removing devices, device configurations, editing alarms, adding new users, etc.

How to Activate with Monthly Billing

Getting Started with Credit Card Billing

1. Click on Billing under the Manage tab
2. In the Activate a Subscription box, you will see a description of the amount to be charged to your card monthly, calculated automatically based on the number of devices you have registered to your account.
3. Click the Subscribe button to launch the credit card information module.

4. After inputting the necessary card credentials, select the box next to Remember Me.
   1. This will enable the card to be securely stored for automatic processing each month.
   2. For security and compliance purposes, your card info is not actually stored with Dickson. Instead we use a well known vendor called Stripe used by thousands of companies such as Best Buy, Lyft, and Shopify. Stripe doesn’t store raw card data either, instead utilizing technology to randomize the data.
   3.  for more information regarding Stripe and how it securely processes payments, you can click the More Info link in the credit card module or you can access it here: https://stripe.com/checkout/info
5. Click Pay button in the module. The button should update to a green check mark confirming the changes were saved.
   1. The module should automatically close, and you should see a blue banner at the top of the Billing page, confirming that card was successfully updated.
   2. On the billing page, you will see a Current Subscription box that has been updated to reflect the payment information you just updated.

When Does my Card get Charged?

The First payment will be processed immediately upon activating the subscription. Thereafter, with a valid credit or debit card on file, the payment will be processed every month on the date the payment was initially setup. e.g. if you activated the subscription on January 3rd, the payment will be processed on the 3rd of every month.

What Happens if I Add or Remove a Logger to my Account in the Middle of a Monthly Billing Cycle?

Once you initiate a monthly subscription, that amount will be charged every month based on the number of loggers registered to your account. However if you add or remove a logger during a given month, that amount will adjust accordingly. The amount for any new device will be prorated based on when it was added to your account and included in the pending charge for the next billing cycle. You will see a description of past and pending charges in the Subscription Payment History module on the Billing page.
The same applies to loggers that you delete from your account: prorated amount will be deducted from the pending charge of the next billing cycle.

This article applies to these plans:

Basic

Standard

Compliant

When a DicksonOne Subscription Expires:

The following will occur:

1. The account becomes subject to limitation by being placed on a Basic Subscription Plan
2. The account will only display the last 30 days worth of data
3. The sample interval will be set to 1-hour (if not already set to 1-hour)
4. Alarms will be cleared and disable from the Devices
5. To renew your subscription please contact us: Email: support@DicksonOne.com Call: 630.643.3747
6. We have a number of features in place to let you know that your account is about to expire to help minimize any interruptions

This article applies to these plans:

Basic

Standard

Compliant

What to Consider before Purchasing DicksonOne

This list serves as a general set of considerations for use before you purchase a DicksonOne Environmental Monitoring System.

1. Call a Specialist to talk through you application and discuss your specific needs: 888-452-4626
2. If you have a formal/strict IT environment, get your IT department involved from the beginning. Have our people talk to your people; save time and prevent confusion.
3. Many customers instantly assume WiFi loggers are the best option. They may be, but check out “why you may want to choose one logger type over another”.
4. That type of WiFi security do you use? DicksonOne WiFi loggers are currently compatible with: No Encryption, WEP, WPA, and WPA2 Personal. Customers with WPA2 Enterprise are not necessarily excluded from using DicksonOne, but if you fall into this category you should call us.
5. If you need to monitor a point that is high in the air, say 30 feet up in a warehouse, rather than mount the device up high it makes more sense to mount the logger low, around eye level, and run a probe with extensions up to the location you’re monitoring. That way, if you need to service the device itself, it is easily within reach.

You may also want to read or pass along the DicksonOne Technical Info article.

This article applies to these plans:

Basic

Standard

Compliant

How to Subscribe to DicksonOne Emails

Subscribe on DicksonOne:

Go to DicksonOne.com > Manage > My Profile

1. Check the box next to the various DicksonOne mailing lists you wish to be a part of and/or uncheck boxes you would like to be removed from
2. Click Submit to save

Not Receiving Emails?:

This can be due to DicksonOne emails being inappropriately flagged as SPAM Emails. Check your spam filter to see if the emails are there, or not going to the right folder.

• Whitelist our email address: nonreply@dicksonone.com and/or *@dicksonone.com
• Add nonreply@dicksonone.com to your address book and/or contact list
• Add a manual exception or set a filter to never mark emails from nonreply@dicksonone.com or *@dicksonone.com to your email application
• Talk to your IT department about getting an exception on any SPAN filter software or hardware that may be in place for your company
• As a last resort, you can create a separate email for the application or use a personal account