MT Alliance EFM User Manual
Contents
1. Edit a Site List Identification Site au Qu bec Mectre Name Port Number pom 4 Security Settings SESE STE User Accoun esed O o Domain 3 Delete Makes it possible to remove in a permanent way a Broker List associated with this EFM Workstation This operation should normally be made only if the Broker List does not exist any more 4 2 Opening of the sites When a Broker List is correctly configured it is then possible to establish the communica tion with all sites that are attributed to you 1 To establish the communication with the or all Broker List click on menu item File Open Configured Sites EFM Workstation V1 0 2 0 Sites Options Configure Maintenance Logs Help Open Configured Sites Cil o Close Configured Sites Ctrl C Exit Crl e 2 If this is the very first time you must do an additional step amongst all the sites that you are allowed to connect to you have to select the sites for which you have the most interest this list can enclose all sites Then click on the menu Configures Sites EFM Workstation V1 0 27 0 File Sites Options egies Interested Subsystems Ctrl F3 Periodic Ping Site Lists Workstation Account 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 13 of 28 3 The following window appears and lists each Broker List correctly configured Click on at the left of the Broker List name to see the list of all sites that are allowed by the ac count that the E2. The site is accessible by the EFM Workstation and MT Alliance is in function Site Name Each horizontal bar posts the name of a specific site If in one of the bar there is no name it is compulsory to write the site name into the PC of this site You can also sort the sites according to their name while clicking on Site Name in the heading of the col umn If you click another time the sorting is reversed Load Shed Indicates when applicable the load shedding level for this site The Aghtning symbol indicates that the store is at this moment in load shedding mode The number indi cates the current load shedding level You can sort the sites according to their current load shedding level while clicking on Load Shed in the heading of the column If you click an other time the sorting is reversed There is currently no load shedding on this site or there is no energy node installed The current level of load shedding for this site is 3 Alarms Indicates the state and the number of active alarms on the site You can sort the sites according to their number of active alarms while clicking on Alarms in the heading of the column If you click another time the sorting is reversed There is presently no alarm on the site There is presently 1 active alarm on this site alarm that has not been acknowledged 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 17 of 28 Menu and Details On the right hand side of each hor
3. E mg co wo oS co lo Wa om cc La 6 Setpoints Allows changing any setpoints available in Alliance You must have a valid account on this site and have permission to change a setpoint LI SELpoInts E3 M Filters SubSystem Pall w Physical Type all Ww Change Set Point j Identification Subsystem View Physical Type Type Rack End D pS tPt Refrigeration Racks Press Med Range Command 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 20 of 28 Choose a setpoint in the List and click on Change Setpoint The actual setpoint will be posted using the current range configuration of the site Point RackAGr1 spStPt Command 5Spsig D200 7 Historical Graph Allows the posting of the trend graph of historical data of any sen sot or setpoint available in Alliance The maximum period of time covered by the posted trend graph is 7 days You can move as far back as the historical data will per mit typically 3 years For each point sensor of a site Alliance will log the data at each minute The resulting graphs are therefore very precise lail Historical Graph Filters Type Sensor SubSystem All w Physical Type ll w Search Result Identification Subsysbem Physical Type Before Archive Heat HVAC Temperature Cafeteria HVAC Temperatur
4. MICRO THERMO TECHNOLOGIES MT Alliance EFM User Manual Document No 75 MTA 1021 R1 92 MTA V5 1 No part of this publication may be reproduced stored in a retrieval system or transmitted in any form or by any means electronic mechanical photocopying recording or otherwise without the prior written permission of Micro Thermo Technologies 1997 2015 by Micro Thermo Technologies All rights reserved worldwide Local Phone 450 668 3033 Fax 450 668 2695 Toll Free Canada 1 888 664 1406 Toll Free USA 1 888 920 6284 www sporlanonline com micro thermo Table of Contents T PTAC Cs aaaicceis a ec csins ceciecis acces E ea dues saea wie ned ca cand cama aea couse naan an ceaa conse nuatueaseasuseneicaes 1 HA SCOOPEO MVAT UA ats core esthetic E A A 1 1 2 Conventions used in this mantal is 5 50 oti areas cieadodinesaanendnsdesdotaesarsasnsaeaieaeinscoinesealaleeinseoaaeeatek 1 2 The EFM Workstaton and its Utility enriaaniienana a 2 3 Ahe Broker Lislonateeree na a A A E A aces 4 JL Secut Conloutaion OF the Broker List oreren ne rN Te ENRE 4 3 2 Conmeuraton ofa Site List Broker List essione AAR 5 4 EFM NW GES CACION sesen EEE EEE E 10 4I Conteuritom Ot the Site LAStS sissies ssanieasivenutnenansiteasvonsiensvenitnaioanuestusiansverslaneoussunsseeredenaans 11 42 CPEMINO OF THE SMES cirein a a EER AERE ATEO ORTE t3 4 3 Functionalities and menus of the EFM eessessssssseseessssssseeresssssesreresessseererossss
5. 3 distinct computers are used one for the MT Alliance in the supermarket one for the Broker List and a third one for the EFM Workstation Of course those three com puters must be connected on the intranet of the corporate network The normal procedure consists in installing in that order the Core the Broker List and finally the EFM Workstation As the Core is installed automatically with Alliance in each supermarket we can jump right away onto the configuration steps of the Broker List 3 1 Security Configuration of the Broker List It is important to install the Broker List following the installation procedure included in the CD Using the computer where you have installed the Broker List start the following exe file C Program Files Micro Thermo Technologies Broker List Service Broker ListConfig exe Broker List Configuration Wizard DOR Broker List Semice Settings Local GuiPlugins Network File Share MTOOMO11 GuiPlugins Unique Security Session Name MTOOMO11 Database Data Source MTOOMO11 MTTBROKERLIST Port number Boo Directory Service Type Windows NT l oR ea e Unique Security Session Name Use a name that will permit the network administrator to secure the Broker List access Any EFM Workstation which tries to connect on this Broker List must provide the good Security Session Name otherwise the connection is refused The Unique Security Session Name default value is the computer s name where is installe
6. Channels Event H N A EFMiGenuine Channels Event H N A EFM Workstation Genuine Chan GenuineChanr EFM Genuine Channels Event H N A EFMiGenuine Channels Event H N A EFM Genuine Channels Event H N A EFMiGenuine Channels Event H N A EFM Genuine Channels Event H N A EFMitGenuine Channels Event H N A Page 27 of 28 5 Revision History REV Description Revised by Date Version obtained from document 75 MTA 1019 RO 7 translation CP 26 july 06 Final translation for the EFM part CP 04 august 06 Revision for the EFM part with Andr H bert CP amp AH Revision for the Broker List part with Andr H bert CP amp AH Publication of a temporary version CP Corp Logo changed RL Cover page ER 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 28 of 28
7. List see section XX Broker List Security Configuration User Account When an EFM Workstation is connecting to a Broker List it must pro vide an account and a password When the Broker List receives this information it turns back only the Sites List that is allowed for this particular account see Section XX Set Ac cess It is very important to note that an EFM Workstation is associated to an account no matter who is using it Password Password associated with the account above Domain Register the domain in which the account exists If it is a local account this field is identical to the computer name where the Broker List is located However if it is a net work account then it is necessary to enter the name of the domain network Immediately after you have saved your parameters the EFM Workstation will try to contact the Broker List If the data you enter is wrong or if the firewalls do not authorize the communication through the designated ports it will run out from 1 to 2 minutes before it returns to the principal screen If the window closes without any delay then information is correct Please note that it is possible for an EFM Workstation to use different accounts for each Broker List that it is connecting to 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 12 of 28 2 Edit Allows the modification of registered parameters This is useful if the Broker List is moved on another computer or if the password is changed
8. in this group c MT00M011 Power Users Power Users possess m MTO0M0O11 Remote Deskt Members in this group ar MT00M01 1 Replicator Supports file replication MTO0OMO1 Trolle Roger Legault MTO0MO1 1 Users Users are prevented fro 7 Refresh Allows to refresh the List after a verification of the connections between each Broker and each Core 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 9 of 28 4 EFM Workstation Once the Broker List is installed and Brokers configured it is now possible to install and configure the EFM Workstation The EFM Workstation is essentially an Alarm Center on which we added other functions Normally the EFM Workstation will be installed in the Maintenance Department since this group is taking care of refrigeration alarms HVAC alarms etc Being on the first line of intervention by receiving directly all the stores alarms the Maintenance Department will be able to reduce the service calls since they will have a remote access to each store to do remote troubleshooting An additional EFM Work station can be installed on the Energy Manager computer that could be used to follow up the energy performance of each store and or to send load shed commands to a group of selected stores for DR RTP Management An EFM Workstation could also be installed on the computer of the Food Safety Officer to follow up on the stores that show continuous case T problems If the Alarm Center function is subcontrac
9. E Cancel e Identification By entering a descriptive text in this field you temporarily identify the Broker to the new site This name will be preserved until the connection is established with Core Once the communication is established with the Core the actual identification of the site will be used automatically It is recommended to check initially that the Customer Name was registered on the site in the MT Alliance This can be verified simply by checking the Customer Name in the main window of MT Alliance In this example we used Site number 1 e Core Machine Name This field makes the association of the new Broker to a specific Core Normally we write the computer name of the site in question where is located the Core This will apply when the computer of the Broker List has access to a Domain Name Server DNS If it is not the case or if the site computer is part of another domain then it you can write its IP address 4k Tip It is easy to obtain the computer name on a specific site Just click on My Computer and choose Properties under the tab Computer Name e Core Port Number Select the communication port to allow the Broker to contact the Core located on a site The default value is 50005 when the Core is installed The Core listens on this port to accept a connection coming from a Broker Rarely this value will have to be modified If this value has been modified via the configuration file of the Core you have to
10. FM Workstation is presently using You can now choose the sites that are of an interest for you by using the check box You can select all the sites by using the Broker List check box Configure Sites Select sites to be included on the main screen from the available site listis Site au Qu bec of Qu bect Cancel 3a The Edit key With this key you can register additional optional parameters for each site Choose a site in the List and then click on Edit It is possible to specify which remote control software must be started to contact this site You can also specify where is located the Web Page that gives access to this site Edit site Qu bec Connect using Remote Control software File Name Command line parameters pO URL Can be blank pT Site Name in Web Page Can be blank 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 14 of 28 File Name This field will start the remote control software which must be installed on the EFM Workstation computer or on the network repertory File name can be an executable or a file that Windows associates automatically to an executable program Command line parameters If File Name is an executable program you can specify an additional parameter to indicate which site to contact URL This field indicates where is located the Web server that gives access to this site The Web page gives you access to functionalities that are not prese
11. d the Broker List This is an authentication mechanism which protects the access to port 50006 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 4 of 28 e Database Data Source This is where is located the SQL data base used by the Broker List We are recommending not changing the default value computer name where the Broker List is installed MTTBROKERLIST e Port Number Port number on which the Broker List listens to accept a new connection coming from a EFM Workstation The same port is used no matter the number of EFM Workstation connected e Directory Service Type Choose Windows NT to have only the users and groups of the local domain of the Broker List computer Choose LDAP to have the users and groups of both the local and the network domain 3 2 Configuration of a Site List Broker List When the security configuration is completed the first Broker can be added Each Broker acts like a communication agent for only one site The communication between the Broker and the Core located on the site is bidirectional Using Windows Explorer you start the following exe application C Program Files Micro Thermo Technologies Broker Manager BrokerManaget exe Ff Broker Manager 1 0 0 0 Core URL Enabled 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 5 of 28 1 For adding a Broker in the Broker List click on the Add key Add Broker denies O Sl CoeMechineName O Core Port Number 50005 Enabled
12. e Duct reception HVAC Temperature Duct 26 HVAC Temperature Duct 32 HVAC Temperature Heat Archive HVAC Temperature Outside Temperature HVAC Temperature Production Elaine Heon HVAC Temperature Outside Temperature Graph From Date Time 2005 07 05 00 00 w To Date Time 2005 07 17 2 00 00 wt Refresh Graph 40 00 30 00 20 00 10 00 0 00 10 00 20 00 30 00 40 00 2005 07 05 00 00 2005 07 06 00 00 2005 07 07 00 00 2005 07 08 00 00 2005 07 09 00 00 2005 07 10 00 00 2005 07 11 00 00 8 Log in Normally the EFM Workstation automatically provides the account and the passwotd specified by default It is possible to change this for a specific site Once the window for the details of a site is activated the key log in allows you to specify an account and a password to be used for this site This will allow you to acknowledge alarms and to change setpoints This change is temporary until your working session on the EFM Workstation ends This function is useful only if your account of the 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 21 of 28 EFM Workstation Configure Workstation account is valid on the majority of the sites but does not exist on few sites 9 Alarms Allows posting the list of active alarms on a site as well as the alarms that have been acknowledged since the early moment the EFM Workstation was turned on The EFM Workstation does not keep the list of acknowledged alarms on its hard drive Th
13. e acknowledge alarms items in white on the interface will be erased if the EFM Workstation is turned off This List is practically identical to the one found in Alliance on each site It is a little more powerful than the one in Alliance because it is possible to do sorting ascending descending for the majority of the fields The EFM Workstation remembers sorting for each site until the EFM Workstation is turned off Temperature too high Refrigeration Temperature too high Jean Francois Boivin 1TAAN2005 14 20 44 Refrigeration 4 4 Explanations of the menus e Fad 2 e i nen Cann ren mite l Trl l 1 e hr mum Tms Fail kedi Set il Ceid i l i Close Configured Sites Ctrl C Exit Ctrl E Open Configured Sites Allows establishing a connexion with all selected sites Close Configured Sites Allows closing connection with all selected sites a a Site Ping now Allows checking the connection between the EFM Workstation and all selected sites 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 22 of 28 Ping Now Enable Monitoring Disable Monitoring Load Shedding Allows making a request to send a corporate load shedding command clsc to all sites that have been configured to receive clsc It is compulsory to specify the right account and password to be used before sending the re quest for load shedding If the account is not valid or does not have the required permission on a site the re
14. enter the modified value here The fire walls must allow the communication through the ports that are used For example using the default values of the Broker computer allow the port 1024 to 5000 to communicate with the site computer through the port 50005 But since the communication is bidirectional it is also necessary to allow the site computer starting from port 50005 to go towards the PC of the Broker on the port 1024 to 5000 e Enabled With this check box you can activate or deactivate the Broker It should be selected if it is not already done It is recommended to deactivate only if we have a persistent communication problem with a site which was already working 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 6 of 28 While clicking on Ok the Broker List tries to contact the selected Core If the con nection is established the horizontal striking line will disappear over the Broker name If the Broker is still strike by the horizontal line several causes are possible e Core Machine Name wrong IP address wrong site computer name or the Broker List doesn t have access to the DNS e The fire walls between the Broker and the Core does not permit the communication through the ports selected e The Core is not in function on the site computer The Event viewer can be consulted in the control panel for more details If a communica tion is tried with a site using version 5 0 x it is mandatory that the fire walls does not b
15. enter your account and valid password If two persons or more are using the same EFM Workstation it would be well advised to modify the Workstation Account at the begin ning of the new quarter of work The main goal of the Account is to simplify the work of alarms acknowledgement on a hundreds sites configuration Moreover you should secure your computer using a screen saver protected by a password 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 26 of 28 Logs Workstation Log WorkStation Log Allows posting a log on the EFM Workstation communication prob lems The WorkStation Log should be used only by network specialists Network adminis trators and technical support from Micro Thermo Workstation Log From 1274206 Wl Te 25 2005 D Log _ Date Time gt Pee 1215 2005 8 53 42 15 2005 8 53 42 15 2005 8 43 12142005 4 24 12142005 3 29 12742005 3 29 12142005 3 29 42 14 2005 2 53 42 14 2005 2 47 42 14 2005 2 47 12142005 2 46 42 14 2005 2 43 A A A P P P P P 4 Description MA MIA Object reference not set to an instance NA NA NA Object reference not set to an instance NA NA NA NA NA NA 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Custom Description Location EFM Genuine Channels Event H M A EFMiGenuine Channels Event H N A EFM Workstation Genuine Chan GenuineChanr EFMiGenuine Channels Event H N A EFM Genuine
16. ility General The EFM Workstation is the ultimate management system tool to 1 Assist a Corporate Supermarket Chain to reduce its operating costs maintenance and energy 2 Assure that each individual supermarket of the chain is offering the best quality food to their customers The EFM Workstation mainframe can be connected simultaneously to several hundreds of supermarkets The EFM Workstation is the main control unit that supervises in real time the entire stores portfolio of a Supermarket Corporation Here is a list of actions that can be carried out using the EFM Workstation Management of case temperature alarms receiving analyzing acknowledging and troubleshooting dispatching alarms Management of sub systems alarms Refrigeration HVAC Lighting control Energy Management receiving analyzing acknowledging and troubleshooting dispatching alarms Changing set points T Pressure etc of a site Sending and ordering load shedding command s to a group of selected sites for Demand Response Energy Programs Sending and ordering load shedding command s to a group of selected sites for Real Time Pricing Management Visualization of historical graphs of any point or sensor of any site Start up of remote control applications pcAnywhere Carbon Copy Remote Desktop etc and Web pages Assuring the optimum operation of each site The deployment of the EFM solution consists of the installation of three 3 maj
17. izontal bar you will find 2 keys Their possible actions are listed below Allows to post the pop up menu for the selected site pr Lonnect Connect To establish a connection with the site Disconnect To close connection with the site Ping Now To check the connection with the site right away Web Page To access the Web page of the site Remote Control To take control of the site remotely Carbon Copy PC Any where Microsoft Remote Desktop etc Allows closing the window of the details of a site without loosing connection Allows to open the window of the details of a site see below Guebecl Acknowledge Alarm Graph Setpoints 1 Web page Key allowing access to the Web page of the site Identical to the pop up menu 2 Remote Control Key that allows to take control of the site remotely Identical to the pop up menu 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 18 of 28 3 Alliance Status Icon representing the MT Alliance status of this site Alliance is in function at this moment on this site Alliance is not in function presently on this site Please note that even if Alliance is not in function the access to the historical data via the EFM Workstation and the Web page remains functional 4 Acknowledge Allows to see the details of a particular alarm and to acknowledge this alarm from the EFM Workstation Choose an alarm in the List then click on Ac knowledge For
18. lock the NetBIOS protocol If it is not possible please contact Micro Thermo technical support an improved Core without using NetBIOS is available and can be installed on 5 0x sites or a workaround can be applied to the Broker List computer 2 Edit Allows to modify the configuration of a Broker By clicking on Edit the Edit Broker window will appear filled with the data entered previously This is useful if you ate replacing the computer of a site if you change the port number or if you want to deactivate the Broker in case of prolonged problems of communication Edit Broker 3 Delete When a site does not exist any more you can remove permanently the Broker who corresponds to this site Choose a Broker in the List and click Delete Delete Broker i P J Are you sure you want to delete Qu bec 1 from the list of available brokers 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 7 of 28 4 Start To start a Broker who is presently not active Choose a Broker in the List then click Start The Broker tries to contact the Core who is associated with If connection is established successfully the horizontal striking line will disappear over the Broker name If the Broker is still strike by the horizontal line several causes are possible e Core Machine Name wrong IP address wrong site computer name or the Broker List doesn t have access to the DNS e The fire walls between the Broker and the Core does not
19. n Headquarters EFM Workstation es A BS TF Ja Lonworks Network J UI Osteo F g Lonworks Network MTA Figure 1 Representation of the EFM Workstation and its components The EFM Workstation is conceived to operate all the time It is not conceived to be turned off and on every day For a 24 hours operation shift at the quarter change the new employee enters his account and his password in the EFM Workstation and than he can manage the EFM Workstation actions without having to enter continuously his password each time he makes an intervention in a store The EFM Workstation can be parameterized to fill certain specific functions like Energy Management Food Safety Management and Maintenance Management Moreover it is pos sible to configure the Broker List to limit the control and the access given to each EFM Workstation For example an EFM Workstation installed in a refrigeration company could be set up such that it can reach only the sites included in its maintenance contract 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 3 of 28 3 The Broker List Usually the Broker List is installed on the server at the Corporate Supermarket Chain headquarter and the EFM Workstation on another computer For ends of demonstration it is possible to install both on the same computer However the uninstallation of one of the two applications will affect the other For the ends of this document we will assume that three
20. ntly available in the EFM Workstation ex the management of the Alliance users The Web page is usually located at the Corporate Headquarters on a server dedicated to that end Ex http computername yourcompany com AllianceWebServicesClient The Web page can also be located on the computer of the site We can also specify an IP address instead of the computer name Site Name in Web Page When we access the Web page the first screen contains a list of all sites that can be reached To override this page and to reach a site directly you must fill the name of the site exactly as it appears in the first screen of the Web page When you close the window Configure Sites the EFM Workstation will try to connect to each selected site 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 15 of 28 4 3 Functionalities and menus of the EFM The principal window posts the List of all sites that are configured Each horizontal bar represents a site EFM Workstation V1 0 2 0 EJ File Sites Options Configure Logs Help State Site Name Shed Alarms Qu bect OA i Web Page Remote Control j Taare Priority Date Time z Source Description Acknowledged by Ack Date Time _ SubSystem ee 7 Alarm Graph Setpoints Quebec Sites in list 2 Sites monitored 2 _ Sites not monitored 0 Sites not responding 1 Total alams 0 The following section presents the various functionalities of the EFM interface f
21. or a par ticular site First here is the color convention and the meaning of the different icons used in the EFM interface EFM Workstation V1 0 2 0 g X File stes Options Configure Logs Hep Sate SteNane Sei Mam Quebec Quebec 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 16 of 28 State Symbol representing the state of the site The possible values are enumerated below You can sott the sites depending on their state value while clicking on State in the heading of the column If you click another time the sorting is reversed If you have several hun dreds sites you can find this way instantaneously which sites are in problem The site is accessible by the EFM but MT Alliance is not in function at this mo ment This is normal if someone is on site and making a backup copy or is in the re frigeration configuration tool In this state the historical collection of data is not functional The site is not at this moment under the monitoring of the EFM Workstation The EFM Workstation does not try to communicate with this site Usually this situa tion will occur if a site is in repair To restore the monitoring select the short cut menu of the site W and select Connect The site is not accessible by the EFM Workstation at this moment There are sev eral causes to this problem network connection PC problems server problem etc Click on the key details to see the possible causes
22. or com ponents as described below The first component is called the Core and is installed automatically with the MT Alliance in each supermarket Its function is to assure the communication between the EFM workstation and the local PC in the store Of course it is essential that the MT Alliance computer be connected to the intranet of the Corporation to run the EFM applications The second component is called the Broker List The Broker List regroups all the stores that are connected to the EFM Workstation The Broker List is a Windows service which starts a Broker to establish a connection with a Core thus a Broker for each site Usually we install only one Broker List on a server located in the Corporate Supermarket Chain headquarters It is possible to deploy more than one Broker List when a Corporate Supermarket Chain has thousand of stores The third component is the EFM Workstation It is through the EFM Workstation that you can supervise all the stores of your Corporation from your headquarter There is no limitation on the number of EFM Workstation that you can install 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 2 of 28 However there are a maximum of 10 EFM Workstations that can be connected simultaneously on the same supermarket The EFM Workstations can be installed on the intranet of the Corporation and can also be located outside of the corporative network if a VPN access to the Broker List is available Chai
23. osting for the EFM Workstation Change Measurement Units Temperature Pres Med Range Power 5 E 4 s 4 Illumination Time Time elapsed Press Low Range Flow Press High Range Voltage Power float Energy float i i BU Ve 2 4 4 4 a 4 E lt 4 4 Configure Interested Subsystems Ctl F3 Periodic Ping Site Lists Sites Workstation Account Subsystems of Interest Allows filtering alarms by subsystem For example the Food Safety Officer will select only refrigeration alarms The Energy Manager will select only en ergy alarms while the Maintenance Manager will select alarms coming from all subsystems The EFM user can change the filter any time Subsystems of Interest Ed Cancel Periodic Ping The EFM Workstation continuously supervises the status of all sites that are part of its List When the computer of a site is turned off in an abnormal way the EFM 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 25 of 28 Workstation will detect it and will indicate it The same way when the computer of a site is rebooted it will be detected and posted by the EFM Workstation This parameter makes it possible to control the interval period for site testing a Configure Periodic Ping x Ping interval A sec Total time to ping 1 min sec 1 monitored sites Cancel WorkStation Account If you are the only person to use the EFM on this working station
24. permit the communication through the ports selected e The Core is not in function on the site computer 5 Stop To stop a Broker who is currently active For example when we change the name on the site it is not posted automatically The Broker must be stopped and restarted again then the new name will be posted If the Broker is not restarted manually the Broker List will restart it automatically If you have to put a Broker out of service for a long period of time Stop should not be used use the check box Enabled instead Here is a view that illustrates the situation Qu bec1 is started and Ou bec2 is stopped Fo Broker Manager V1 0 0 0 E oO x Brokers Core URL Enabled 33 atcp mt0Omo True germ feet hie hE ea tus Set Access _Retresh 6 Set Access For each Broker it is important to identify the users that will have access When a EFM Workstation connects to the Broker List it must be as a user 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 8 of 28 This user is selected here and later for the EFM Workstation configuration No matter who is using the EFM Workstation the user will identify himself in the form of the same user with the Broker List Therefore it is a question of managing which EFM Workstation will have access to which site And indirectly which user has access to which site For example the energy manager should have access to all sites while a refrigeration technician will have acces
25. quest will not be carried out on this site Load Shed Request Account Inform Eg Enter your account and password 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 23 of 28 Then the site lists where the selected account is valid for the clsc is refreshed The sites marked by an horizontal bar indicates that they do not support the selected account Select one or more sites then click on the key Load Shed Request gt Load Shedding Account to use mttjfb Select All Refresh Account to use Qu bect Level 0 Load Shed Request 3a Corporate Load shed Request Corporate Load Shed Request Enter the desired load shedding level and the time duration of the load shedding command and then click on OK The sites which do not conform to the request probably do not have Energy Management installed Or a load shedding mode with an higher priority than the corporative command is activated For example when a site is using an emergency gen erator and it is on local power failure the load shedding corporate command is ignored in stead for a more suitable local strategy 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 24 of 28 Options Change Measurements Units Ctrl F2 Change Measurement Units Allows changing Units of the physical units supported by Al liance Ex for temperature Celsius or Fahrenheit This change will not affect the meas urement units on sites this is only for the preferential p
26. s only to the sites of the region that he is responsible for It is mandatory to define the access for each Broker individually Fortunately it is possible to give the access to a group of users It is simpler to associate a user to a group than to as sociate this user to each Broker individually The groups are posted in bold type in the list next page The users and the groups can come from two distinct sources local domain of the machine ot from the network domain LDAP protocol is supported ex Microsoft Active Directory General rule if the EFM Workstation is installed inside the corporative network it is pref erable to use as source the network domain LDAP On the other hand if a EFM Work station is installed outside of the corporate network you have to use the local domain of the machine Windows NT User Access Qu bec 1 Group User Name Description Group User Name Description MT00M01 1 Administrator MT O00MO01 1 Administrators Administrators have com MTQOMO11T ASPNET ASP NET Machine Account MTO0M011 Backup Opera Backup Operators can o MTQ0M011 Ch Ico Christian Cote MTO0MO11 Debugger Users Debugger users can deb MTO0OMO011 Guest MTO0MO1 1 Guests Guests have the same a MTO00M011 HelpServicesG Group forthe Help and MTQOMO11IUSR_MTO0MO11 Intemet Guest Account MTQOMO1TIWAM_MT00MO11 Launch IIS Process Account MTO0MO011 yf Ibo MT00M01 1 mtquest MT Alliance Guest MT00M011 Network Confi Members
27. secreesssseesee 16 LA TUX OIA ATIOMS Ok CAC ACTA S a aAa O AOA 22 5 Revision FIIStOiy cinni n sient hemaans analakivennccareounsuibusiasaue 28 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc i 1 Preface 1 1 Scope of this manual This document explains the advanced configuration parameters of the EFM Enterprise Fa cilities Management Platform These parameters are located in config files The EFM Platform usually consists of one or more EFM Workstations one Broker List and its as sociated Broker Manager and one EFM Core per store The computer that runs the Broker List is usually a server grade machine located at the Corporate Supermarket Chain headquarters On that computer a network administrator can run the Broker List Configuration Wizard and the Broker Manager These applications provide a user interface to do just about everything However there may be situations that require more fine tuning This fine tuning can be accomplished by manually editing the con figuration files and by restarting the associated application or service 1 2 Conventions used in this manual For your convenience several screen captures have been added to illustrate the procedures Certain images contain numbered balloons to help you locate the corresponding procedure more quickly Terms in Bold are used to emphasize important points 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 1 of 28 2 The EFM Workstation and its ut
28. ted then the EFM Workstation is installed at the Service Company provider on a computer dedicated to this end If the EFM Work station is located outside of the domain corporate network it is essential to activate VPN connection Please install the software in accordance with the installation instructions When the software installation is completed you can start the EFM Workstation located by default in C Program Files Micro Thermo Technologies EFM Workstation Workstation exe EFM Workstation V1 0 7 0 File Sites Options State Site Name Sites monitored 0 Sites not monitored 0 Sites not responding 0 Total alarms 0 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 10 of 28 4 1 Configuration of the Site Lists The first step consists in selecting at least one Broker List called here Site Lists It is necessary to click on menu item Configure Site Lists Configure Site Lists Site Lists 1 Add Allows adding a Broker List The EFM Workstation requires at least one Broker List to operate correctly Add a Site List Cancel Identification This field is used to identify a Broker List This identification is permanent and is preserved at the EFM Workstation As it is possible for the EFM Workstation to connect with several Broker Lists the identification is very useful The Broker List does 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 11 of 28 not ha
29. this you must have an account and a valid password for the site in question with the permission to acknowledge alarms Before acknowledging an alarm you should fill the Note Type and write into the Note the actions taken It is also possible to acknowledge multiple alarms in only one action Acknowledge Details Event Type Friority Date Time 2005 07 12 01 43 12 Sensor Room 217 Stephane Rivest Room Temperature Event Description Temperature too low View Subsystem Acknowledge Alarm e e Z a a a BI ME lt Note Type Problem fixed Note This was caused by faulty grounds Account jol sa Password Acknowledge all H AC alarms 75 MTA 1021 R1 92 MTA 5 1 EFM User Manual doc Page 19 of 28 5 Alarm Graph Allows the posting of the trend graph of the point sensor in alarm To help the EFM user in the alarm analysis troubleshooting the trend graph will dis play 6 hours of data distributed before and after the moment when occurred the alarm Mi Room 301 RED stock Alarm urapn I I I l I I T l 26 00 I I I I I I I I 24 00 i I I I I l D i I 22 00 I I I I I I I I I 20 00 I I I I I I I I 18 00 I LI I O A A A it GS it amp O A A A AA A ft A O A A gt A SS A D S P tf St FF SG HF A Yoe Bet eEer BY SH Bp ff eS oo Bo SS FS FP SS SP YS SY VY HY we te oe hell a S lS OS eS T me TH N N N Hw N N N N N N N N N NU NU A A A A A A
30. ve the identification and will not transmit it automatically to the EFM Workstation Thus it is possible but not desirable that two EFM Workstation use the same Broker List by using a different identification Machine Name This field identifies the computer where the Broker List is located You can register the computer name of the Broker List This is possible only if the computer of the EFM Workstation has access to a DNS If this is not the case or if the computer of the Broker List is part of another domain network then you register its IP address Port Number In this field you write the communication port that the EFM Workstation will be using for contacting the Broker List The default value of a Broker List is 50006 Since the Broker List stens on this port to accept a connection coming from an EFM Workstation it is compulsory to put the same selected number as for the one used during the Broker List configuration The firewalls must allow the passage of the ports used For example using the default values from the EFM Workstation computer allow the port 1024 to 5000 to pass towards the Broker List computer on port 50006 However since we have a bi directional communication it is also necessary to allow the Broker List computer starting from port 50006 to go towards the PC of the EFM Workstation on the port 1024 to 5000 Session Name It is necessary to enter the same security session name that was defined on the Broker
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