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Updating the Miner List

Streamline operations and stay organized

Overview

OptiFleet's database management tools help keep the fleet organized and up-to-date, streamlining operations.

In this article, you will learn about: 

Assigning Customers to Machines

Assigning Customers allows hosting facilities to organize miners by their respective owners or clients. This enables targeted reporting and maintains separate records for different customers without sharing sensitive information across accounts.

Steps to assign customers to miners:

  1. Navigate to the Miner List from the left navigation menu
  2. Search for the list of miners you want to assign to a specific customer:
    • Use filters to identify the miners for assignment. Some typical filters might be by subaccount, model, name, or serial numbers. 
    • User Bulk Search to locate a specific group of miners
      • Click the Action menu
      • Select Bulk Search
      • Enter serial numbers, IP addresses, or miner names put them in a list
    • If you have used Tags to identify customers, you can also filter by Tag
  3. Select the miners:
    • Select the filtered miners using the checkboxes
    • Click Select All to choose all visible miners
  1. Go to Action menu and select Assign to Customer under the Modify section
  2. In the popup window, either select an existing customer or click Add Customer to create a new one
  3. Click Save to apply the customer assignment

Important Technical Notes:

  • When selecting more than 100 miners, increase the items per page display or perform multiple assignment passes
  • Double-check selections before applying changes to avoid incorrect assignments
  • Assign Customers to miners can only be done by a Facility Admin. All other features can be managed by Facility Techs.

Using Tags

Tags provide a flexible way to create custom groupings of miners based on any operational criteria you desire. This feature helps you create specialized lists for maintenance, performance monitoring, deployment planning, or any list you find useful.

Creating and managing tags:

  1. Navigate to Management > Sites from the left navigation
  2. Click on the site where tags will be managed.
  3. Select the Tags tab
  4. To create a new tag:
    • Type the tag name in the "Add tags to the site" field
    • Click Add
  5. Manage existing tags using the visibility checkbox, clear instances, or delete options

Applying tags to miners:

  1. In the Miner List, filter to find the target miners
  2. Select the miners using checkboxes
  3. Click Action menu and choose Add Tag, Remove Tag, or Override Tag
  4. Select the appropriate tag from the list
  5. Click Submit to apply changes

Alternative method for individual miners:

  1. Go to the individual miner dashboard
  2. Click the Tags tab
  3. Add or remove tags for that specific miner

Important Technical Notes:

  • Tags are site-specific and must be created separately for each site if needed across multiple facilities
  • Facility admins can create and delete tags; technicians can add but not delete tags
  • Use the "Clear Instances" feature to remove a tag from all miners before deleting it to prevent orphaned references
  • Tags are searchable and integrated into the filtering system throughout the platform

Miner Comments

The comments feature maintains a historical record of notes and observations for each miner. This creates anoperational history that multiple team members can contribute to over time.

Adding comments to miners:

  1. Navigate to the individual miner dashboard
  2. Click the Comments tab
  3. Enter the comment in the text field
  4. Save the comment

Bulk commenting process:

  1. Filter miners in the Miner List to find the target group
  2. Use Bulk Search in the actions menu, if needed , to find specific miners by serial number, IP address or MAC address.
  3. Select the miners and use bulk edit to add comments

Searching comments:

  1. In the Miner List, go to Actions
  2. Select Search Miner Notes
  3. Enter search terms (no need for wildcard or * - it's automatically enabled for this search)

Important Technical Notes:

  • Any technician can add comments to the system
  • Consider using comments for repair tracking, maintenance notes, or operational observations that affect performance

Miner Naming Templates

The bulk rename feature allows consistent naming conventions across the fleet using predefined field combinations. 

Setting up bulk rename:

  1. Filter the miners for renaming in the Miner List
  2. Select the miners using checkboxes
  3. Go to Action menu and select Bulk Rename
  4. Choose from available fields in the desired order:
    • Customer name
    • Worker name
    • IP address
    • Model name
    • Asset ID
  5. Click to apply the naming scheme

Important Technical Notes:

  • Miner naming should be unique for accurate identification
  • The system automatically adds incremental numbers (1, 2, 3) to ensure unique names when duplicates would occur
  • Default naming uses model name only
  • Apply naming schemes after adding new miners - there is no automatic naming for new additions
  • Plan naming conventions carefully as they affect miner identification throughout the entire system

Asset ID Management

Asset IDs allow integration of existing internal numbering or tagging systems into OptiFleet. This feature accommodates any existing asset management system already in place.

Bulk uploading asset IDs:

  1. In the Miner List, download the current miner data as CSV
  2. Open the downloaded file and locate the Asset ID column
  3. Add asset IDs to the appropriate rows (ensure proper sorting by location or serial number)
  4. Save as CSV format (do not change file structure or add sheets)
  5. Re-upload the file to update the asset IDs
  6. Validate the upload through the system

Important Technical Notes:

  • Downloaded data is sorted by slot/location by default
  • Match asset ID data to the correct sort order to ensure the correct ID is matched to the intended miner
  • Asset IDs can be any alphanumeric identifier that fits operational needs and existing systems