Home

Site Manager User Manual - Emerson Climate Technologies

1. ot Service Provider Properties Service Provider p Details Address p sp AL United States site System Configuration Delete Service Provider Edit Service Provider Service Provicer Properties Figure 4 30 Service Provider Properties Page Menus e 27 4 2 2 Pending Activities The Pending Activities Results page shows the current activities that users have waiting to start or that are in progress and also shows activity status Pending Activities is found under the Admin Tools menu on the menu bar J Pending Activities Results Reset Filters Refresh Pending Activities Results per paga 25 W Requested to Start User Target Status All A 1 4 Page 1 lof 1 gt Pi No pending activities to display Figure 4 31 Pending Activities Results page Admin level view shown Activity An activity that is scheduled to start or cur rently being performed e Requested to Start Site Time The default time is displayed depending on the page that the user is viewing e User The user to which the pending activity is as signed e Target Reference to exactly where the activity is taking place e Status The status including items currently in progress and waiting to start Each item s Status will be a link to the expanded information page or status page if applicable Only items that are In Progress and Waiting to Start will be displayed a status
2. The Activity will send the file to each selected controller the same as an existing file on the controller the file on the controller will be overwritten with the file being uploaded to it The status of the activity will be saved in Activity History and can be viewed from that page Activity History Results Reset Filters Refresh Activity History Results per page 25 E ccurrence Date Past 7 Days Vv Activity Started v Duration User arget Result al All x 6 2 112 47 PM 00 08 30 System Admini Test Directory canceled Exceptions Report Upload Description File Get Point Values _ Modify Point Obtain Controller Information 6 2 11 2 46 PM 00 00 19 System Admini 10 212 237 WV Completed 6 2 11 2 46 PM 00 00 15 System Admini 10 212 237 3 Failed DI overide 6 2 11 2 44 PM 00 00 30 System Admini Test Control vi completed Refrach Pnint ict 4 2 1174 PM AMAMNAN Svatem Admini 21 227 Figure 5 53 View Upload Description File Status from the Activity History Results Page 5 6 10 Create Setpoint Broadcast Setpoint Broadcast can send data to multiple groups sites and or multiple controllers at one site and provides the ability to send setpoint and parame ter information across a single enterprise The Setpoint Broadcast activity can be run imme diately Run Now from an application instance level on the navigation tree Running this activity from an
3. ProblemSiteReportim system system On Every Day of the Month O test 2 Backup administrator One Time Only nbound amp cvisoryQue system system Every 1 minute AdvisoryPurgesob system system Every 2 hours Figure 7 13 Show System Schedules Checkbox By default the system performs the send out of email reports at 8 00 AM daily To edit the default schedule click the Show System Schedules check box click ProblemSiteReportEmailJob and click Edit The Schedule Manager Configuration page opens schedule use caution when configuring this _ schedule to avoid compromising or disabling normal system functionality TY Sedate use udun wen coer dik 026 1012 Rev 6 28 OCT 2013 0 Schedule Manager a gt All schedules are based on the server s time rome GMT 05 00 Eastern Standard Time America New_York EST OST WARNING Vou are editing System schacule tis possible to compromise or cisable normal system ionality Please be careful Details Name ProblemSiteReportEmailJob Enablec Schedule On Every Day of the Month Of Feb and Mar At 10 30 AM GMT 05 00 Eastern Standard Time America New_York EST OST CH Rua Once O Interval Basec Calencar Based Start Oste Time 02 11 10 4 12 00AM v Enc DateTime 02 28 10 3 10 13AM e ril May June July August September October November December All Clear 2 12 33 14 15 16 17 18 19 20 21 2223 All Clear Minutes 0 S 10 15 20 255035 40 45 s0 55
4. A group Administrator excluded can be deleted by selecting the desired group and clicking Delete A confirmation window will open asking if you are sure you want to delete the group Click OK to delete No to stop 4 2 1 3 Directory Manager The Directory Manager lists all directories in the database From the Directory Manager page you can select a directory to edit delete a directory view its properties or jump to the Directory Configuration page to add a directory NV Directory Manager Add New Edit Delete Properties Directory Directory 1 Directory 2 Page it of 1 Displaying directories 1 2 of 2 Figure 4 19 Directory Manager Page 24 Site Manager User Manual If more directories are in the database than can dis play on a single page the list of directory names will appear on multiple pages as indicated at the bottom of the window Page 1 of 1 Click the Directory header for a quick sort or click the drop down arrow to open the sort menu Directory Yv Directory 1 SL Sort Ascending Directory 2 d S ort Descending Da Columns gt 7 Directory Figure 4 20 Directory List Sorting 026 1012 Rev 6 28 OCT 2013 Adding a Directory To add a new directory click the Add New button from the Directory Manager page Figure 4 21 and enter the information into the fields on the Directory Configuration page Directory Manager 3 Add New Directory A
5. Figure 8 8 Configure Log Purge Page There are four options from which you can choose the configuration of purging e Use default values below which are the global de fault values purging of logs depends on the value that is pre configured in the system Keep logs forever do not delete logs will never be deleted depending on what specific level of the tree the activity was clicked on For example in the figure above log data of directory Steve Desk will be stored in the database permanently Delete logs with date values older than specified number of weeks purges logs that are older than the number of weeks that is specified by the user Click the radio button to enable the Number of weeks keep drop down and select a number from the list choices are from 1 156 For example if 2 is selected the system will only store logs that are 2 weeks old or less and purge logs that are older than 88 e Site Manager User Manual 2 weeks e Compact log data based on the following rules logs older than the date that you specify will be re duced depending on the following rules Compact log data based on the following rules Data older than Specified Number of Weeks v Now Specified Number of Weeks Number of weeks keep l 1 WW Based on Average Y Minutes wl Period Maximum Minimum Figure 8 9 Compact Log Data Based On Rules e Data older than If Now is selected logs older than the c
6. Time Perspective of the advisory can set to Site Time User Time your current time zone or the Server Time E mail Format can be set up as Html Text or Cell Phone messages sent to cell phones for each in dividual alarm will be abbreviated to conserve space Enter the e mail addresses in the Users box and any overflow addresses into the Additional E mail Addresses box When the admin and guest users have e mail addresses entered for them the NO EMAIL will disappear and checking the boxes will send the advisories to the e mail associated with those names Check the directories and sites hierarchy that are applicable to the advisories being sent If accessing this page directly from the navigation tree the hierar chy will automatically be visible and checked Click Save to complete the advisory forwarding setup 7 2 4 Advisory Receiver Commissioning The Advisory Receiver Commission page allows you to set advisory configurations such as connection test time and advisory filter priorities for alarms fail ures and notices This user specified data is sent to the controller so that the controller will know where to send advisories and what filters to use The Con trol System Id parameter is the unique identifier for that set of controllers set up with Monitoring This will be set automatically by Site Manager if there 1s no unique ID in the system The Primary and Backup Destination Address fields are where
7. AXS00 1 E2 Unti Zwgtem Unacknowl Fadedio Otten DHCP Lease 0 O72308 01 31 Alarm is AX 200 1 E2 UnitO Svstem Unacknowl Failed to Renew DHCP Lease O7 21 06 O7 40 Notice RX 00 1 E2 Unit i T0 CIRCUITO Unackno Application config has c 0 9771808 04 27 Alarm if RX 400 1 E2 Unio l System Unsecknew Faded to Obtain DHCP Lease Q OTA BMDE 04 26 Alaran ir AX 00 1 E2 UntOl Syatem Unacknowl Faded to Renew DHCP Lease O 0771806 06 00 klaran ir RX 00 1 E2 Unti SUCTION Unacknow Low Suction Lint Exceeded 1 0771006 O5 00 Novice RAX 300 1 E2 Unti Sysiem Unacinowl Coniroler startus Q O71 BOG 04 57 Notice AX lt 00 1 E2 Unto t System Unacknew Controler shutdown H 07716706 O8 23 Gem dr RX 400 1 E2 Vtt Svatem Unacknowl Faledto Obtain DHCP Lease 0 O71606 O8 22 Alarm ir AX 400 1 E2 Unti System Unacknow Failed to Renew DHCP Lease 0 O71 1 06 11 18 Gem dr RX 00 i E2 Unto System Unacknow Faiedto Obtain DHCP Lease D Carag es Oeeeis MiNI saaa 2SRRSRBLSESTESS KG t SoSo 0 KA ann 5 C amp LA 2 CO CC CN CN eo CO OO 3 Cr ex cO cece cece eer ceo J pj d oo EIERE Export Live Advisory te Excal Spreadsheet Pac T 8 FALA a Figure 7 7 Live Advisory View Page Default filtering shows advisories by their Occurrence Date newest to oldest This filter can be set to group advisories received Today Yesterday the past week Past 7 Days month Last
8. Example of a Real time Graph D I Wierm PROD CLCONTROS TIMP 243 O Mrara POINTSCONTROL TEMP 42 D I tege AE FOR CCAPCONTROL TP 22 3 F D I reegt TE Tae LONCONTROL Tae sss Figure 9 23 Example of a Real time Graph Real time values of points are plotted on the graph and are depicted by the lines that show from the right side of the graph Scale values and the Engineering Unit are shown on the Y vertical axis and the time on the X horizontal axis Once the graph window is opened the line of the point selected will start to show at the right side of the graph and will move to the left as time advances Up to 10 points can be selected and added onto the graph To add a point on the graph right click the point from a GS Screen or the Watch Or Graph Points page and select Show on Real time Graph A mes sage displays on the screen if you try to add a point in excess of 10 points To remove a point locate the name of the point un der the graph legend and click the delete icon next to it The Real time Graph window is refreshed auto matically with all the points selected minus the point that was removed Point values with the same Engineering Units are graphed on the same axes otherwise the point value will display on another graph Use the vertical scroll bar to scroll down the graph window to view more graphs underneath If any point being graphed gets disconnected the graph of that point will show a gap to
9. Activity Tasks Firmware Package Management Figure 7 1 View Live Advisories Menu The advisories are immediately received when the Live Advisory View page is loaded The controls on this page will be disabled while advisories are being retrieved Figure 7 2 Loading Live Advisory View Page Live Advisory View Acknowledge Reset and Clear buttons are dis abled until at least one advisory is selected Advisory retrieval should normally take 10 sec onds per unit but could take longer for first time re trieval retrieval speed could vary depending on current network traffic conditions 7 1 1 Navigation Live advisories are displayed in a table and can be sorted E Live Advisory View 0 Advisories Selected Advisory Message Advisory Limit Property Value 06 18 06 12 10 22 Fail 06 18 06 12 10 22 Fail 0 22 Fail RX 400 1 E2 Unit01 A1 01 20 G s Open 506300 NONE RX 400 1 E2 Unit01 INDOO 20 Unacknowl Input Sensor is Open 506300 NONE Rx 4nn i101 An 20 anann NONF linacknowl input Sensor is Onen Figure 7 3 Live Advisory Table Column Categories e Occurrence Date shows the date and time when the advisory was generated Clicking the header will ar range the display of advisories newest to oldest e Type defines the kind of advisory that has been gen erated Unit shows which controller the advisory was gen erated from Click on this header to arrange adviso ries alphabetically
10. Username Group Name administrator ADMIN user USER Page D lofi Export Users to Excel Spreadsheet Displaying users 1 2of2 Figure 4 9 User Manager Page User names and group names that are currently added in the database will display in this page If more users are in the database than can display on a single page the list of user names will appear on multiple pages as indicated at the bottom of the win dow Page 1 of 1 Click the Username header for a quick sort or click the drop down arrow to open the sort menu Add New Username Y Group Name administrator Sort Ascending user el Sort Descending Columns W Username V Group Name Figure 4 10 Username List Sorting To download current user information select from the available export formats from the Export drop down at the bottom of the page Excel Spreadsheet HTML and PDF Menus e 19 Click Open or Save on the File Download win dow to proceed with the download Adding a New User To add a user click the Add New button from the User Manager page and enter the information into the fields on the User Configuration page refer to Figure 4 11 Editing a User To edit a user view the list of all users from the User Manager page and select the desired user name Click Edit and the User Configuration page see Figure 4 11 will open where you can enter changes Configuring User Information Add
11. e Admin Tools Displays administrator level fea tures such as setup pending activities activity histo ry schedule manager and send email Activities Displays menus for various activities such as Advisory and Setpoint Broadcast e Help Menu Displays the menu for the online help and feature activation page Depending on user set tings click Site Manager to open Site Manager On line Help Advisory Alert Icon When an advisory has been received the alert icon will display on the interface depending on the user s permissions Users can see the alert icon from anywhere in Site Manager Click on the alert icon to go to the Historical Advisory View page and see the advisory history D e Search Find directories sites control systems us ers Service providers and more by entering your search criteria in the field For more information on performing searches in Site Manager refer to Sec tion 2 2 Basic Concepts e Logout Logs you out of Site Manager 2 5 1 Navigation Tree The navigation tree is located on the left hand side of the screen inside the navigation window and 1s the first screen the user will see The navigation tree comprises four levels Direc tories Sites Control Systems and Units The naviga tion tree will load directories sites control systems Be Site Manager User Manual and units The applications are located next to the box icons with any application instance listed undern
12. Advisories Sent Connection Log Pending Report Figure 7 20 E2 Screen Monitoring Status Screen From the Monitoring Status menu choose menu items 1 5 to verify that the configuration has been sent to the E2 and that the various settings are correct Historical Advisory View Terminal Mode From the unit level on the navigation tree launch the Terminal Mode viewer and log in to the E2 In the E2 press Menu and 7 3 5 4 On the Sys tem Tests menu set Advisory Test to Yes for testing SYSTEM TESTS Processor Temp Video Test Battery Test RS 232 Loop back Test Real Time Clock Test Backlight Off Test Replace Battery Advisory Test Figure 7 21 Advisory Test Set to Yes Press Enter after selecting Yes and when prompt ed by the pop up box press Enter again before exit ing the page to generate the test advisory If Enter is not pressed the test advisory will not be generated Press the alarm icon F7 to see the alarm log and view any test alarms 66 65 68 RX 466 Unit 5 22 56 49 ADVISORY LOG xALARM Acknowledged 1 Current Unacknowledged 266 Total DATE TIME STATE PROPERTY or Board Point MESSAGE 96 05 08 15 369N FL fCL 05 062 CC LIQUIDGG2 DEFR AU TERMBInput Sensor is 0 66 65 68 15 18 N FL CL 65 662 CC LIQUID662 DEER ou TERM Input Sensor i 66 65 68 15 14 N FL CL 65 662 CC LIQUID662 DEER AV TERM Input Sensor i 66 65 68 15 12 N FL CL 65 662 CC LIQUID662 DEER AY
13. All clear Email Configuration Figure 7 14 Configuring Problem Sites Email Report Schedule Configure how often the schedule will run and send out the report in the Schedule section Refer to Section 4 2 4 1 Setting Up User Schedules of the Schedule Manager topic for more information In the Email Configuration section e Choose an Email Format HTML or Text e In the Users list enable the checkbox to select the user who will receive the email report names and email addresses if any of users that were saved in the database will display in this list e Optionally enter additional email addresses in the Additional Email Addresses field to include recip ients who are not listed in the Users list or if you want the report to send to your other email ac counts Separate email addresses with a comma lt Click Save or Apply to save the changes made or click Cancel or Summary List to return to the list of all schedules If problem sites exist prior to every send out schedule a report will be sent containing an informa tion about the number of problem sites the location of Historical Advisory View sites and the date and time these sites last had connec tion Ifnone exists a report will still be sent informing the user that no problem site exists 7 2 2 Purge Inbound Connections Controllers contact Monitoring once a day to ver ify the connection In this case the protocol will dis patch
14. Background Color Header Border enter a pixel size and color value in this field to specify the header border attributes for example 2px solid blue Header Inside Border enter a pixel size and color value in this field to specify the header inside border attributes for ex ample 1px solid black Row Header specify the values to appear in the row header separated by com mas for example Unit Applica tion Point Type Value Table 10 8 Text and Table Widgets mats and rules for text and table widget prop erties For more information on CSS formats refer to these sites http www javascript kit com dhtmltutors css5 shtml and or http www htm lhelp com reference css properties html Widgets and Creating GS Screens TY ine nde frat ae er Choose images to build GS Screens from the Im age Library by clicking the browse icon and choosing from the directories You can also create your own directories The GS Table widget has a Column Widths fea ture so that the width of each column can be set man ually This list is a comma separated list of pixel widths for each column Each column can have its visibility controlled if the header item for that column has a reference to a point reference and that point ref erence is not visible GsMeter The GsMeter is a vertical scale widget that can dis play a point value usually a temperature or pressure reading by referencing or associating the
15. Click Save to save the settings Cancel to stop and exit configure Purge Delete values older than Forever do not delete Forever do not delete Number of weeks to keep Specified number of months Carcel Figure 4 34 Configure Purge Page 4 2 4 Schedule Manager Activities can be scheduled so you can manage when and how often they are run All schedules are based on the server s time zone The server s time zone will be displayed to the user at the top of the screen under the Schedule Manager heading All schedules are based on the server time zone Menus e 29 To access the Schedule Manager page click Schedule Manager from the Admin Tools menu The page will show a table that lists all the scheduled activities based on server s time zone Schedule Manager ap All schedules are based on the server s time zone GMT 05 00 Eastern Standard Time America New_York EST DST C show System Schedules Results per page 25 VW QAdd New Reset Filters Name Ser Schedule Next Run Time Last Run Time Last Status Ca a Al Gi test 2 cku or ne Time Only 113009 3 15PM VF Completed y Day At Midnight 4 00 A 12M1 098 00PM_ 1241 09 4 00PM A partially Com very Day At 8 00 AM and amp 12414098 00PM 12M109 8 00AM P Completed From List Log Retriv Retrieve Logs From L administrator Obtain Controller Info Obtain Controler Info It Retrieve Logs Buildi Retrieve Logs H very 8 h
16. EST Gan velves will sat be changed Retry on failed targets Application Setpoint Group D AddNew 7 Et Rename Delete 2 Summary Name Type Figure 4 49 Configuring Setpoint Broadcast Running Setpoint Broadcast on a schedule Enter unique name for each setpoint broadcast in the Name field You will be notified if the name al ready exists in the database and prompted to rename the broadcast before you can save This field cannot be left blank 36 Site Manager User Manual Choose how often the broadcast will be run one time only at intervals or based on calendar informa tion e Run Once For one time only broadcasts enter the start date and time the broadcast will be run The broadcast will only be run at that date and time On ly the options for Run Once will be visible Interval Based Schedules For running the broad cast based on an interval enter start end date and time and interval information in the HH MM format provided Enter the number of how many times the broadcast should repeat in the Number of times to repeat field Leave this field blank if you would like the process to repeat indefinitely Only the options for Interval Based will be visible Calendar Based Schedules For running the broadcast based on calendar information enter the start end date and time and choose how often the broadcast will occur daily weekly monthly When a day of the week or month is selected or mul
17. Frame Setpoint Broadcast Search for Directories Sites Purge Inbound Connections Forward Advisories Hide Nav Control Systems Filter Points e d Frame Users Service Providers View Historical Advisories s and More Return to s Home Page EM ERSON Clear l ae l Checkbox Home Refresh My Info Admin Tools Activities Refresh Nav Tree Site Directories E CHE Directory Graph a arest Site H rest Controller User Info Pending Activities Activi ty Histo ry Navigation Tree Setup Pending Activities Activity History Schedule Manager Send Email Figure 2 6 Site Manager Interface Page The following are the window menu and tools found on the page e Home System Home returns you to the main page or to a customized location that can be set on the My Info menu bMyinforr Admin Tools Activit Set As System Home Page User Info Pending Activities Activity History e Refresh Refreshes the navigation window If your session has timed out it will return you to the Login page e Filter Points Allows you to display different point views in the navigation window Select from the Site Manager Interface 2 Site Mana ger Logout Link TESCH User Admin Logout About This Product 42 53 AM EDT 2011 Feature Activation Site Manager User Manager Group Manager Directory Manager Site Manager Service Provider Manager View History Configure Purg
18. Login screen Logs off the user if currently logged into the system Disconnect key Closes the terminal mode screen Alarm key Opens the Advisory Log where alarms can be viewed Home key Opens the E2 Home screen Menu key Opens the Main Menu screen Back key Takes the user back to the previous screen Log In Out key Opens the User Login screen Logs off the user if currently logged into the system Disconnect key Closes the terminal mode screen Function Function Function for RX for BX for CX Alarm key Opens the Advisory Log where alarms can be viewed Home key Opens the E2 Home screen Menu key Opens the Main Menu screen Back key Takes the user back to the previous screen Log In Out key Opens the User Login screen Logs off the user if currently logged into the system Disconnect key Closes the terminal mode screen Table 5 3 Front Panel Function Keys For an E2 Clicking Print on the top right corner of the term1 nal mode screen will print the current screen 5 6 3 Obtain Controller Information The Obtain Controller Information activity con nects to a given Control System refreshes the Unit list refreshes the Application List for each Unit and refreshes the points for any Application Instances that have out of date points which means the point list will be retrieved for any applications that have never had a point list ret
19. activities configurations and details Allows user to view details about the application and make changes to the application Allows user to view the number of points in the application if available that have been programmed inside a controller Allows user to view details about controller points graph points retrieve logs and make changes Allows user to view graphical representation of the data Allows user to select multiple points from the tree and view the real time values for those points Allows user to modify graphical status screens Allows user to set a graphical status screen as the first page they see when they log into the system Allows user to create graphical status screens Allows user to bring graphical status screens into the system that were cre ated on another system or by another user of the system Allows user to connect a graphical status screen to a node on the tree 026 1012 Rev 6 28 OCT 2013 Privilege Advisory Receiver Commissioning Firmware Package Management View Historical Advisories Acknowledge Live Advisories Clear Live Advisories Reset Live Advisories Forward Advisories Connection Verification Report Purge Inbound Connection Records Feature Activation Help Contents Add Private List Edit Private List Delete Private List Add Public List Edit Public List Delete Public List Activity History Configuration Admin Send Email Export Setpoint File Obtain Controll
20. application instance will use the data of that applica tion instance to populate a new Application Setpoint Group Executing Activities TY esame veh es fde mn e coat To run Setpoint Broadcast from an application in stance right click the application instance on the nav igation tree and click Create Setpoint Broadcast STD CIRCUITOO2 If Graphical Status Ei Status Application Instance Tasks Ki Forward Advisories E View Historical Advisories G Create Setpoint Broadcast ki Delete Application Instance Figure 5 54 Create Setpoint Broadcast Menu The Application Setpoint Group box will display on top of the Activity Startup page Figure 5 55 Run Setpoint Broadcast Immediately In the Name field enter a unique name for the ap plication setpoint group required If the name exists already in the database a screen will open and prompt you to rename the broadcast Click Save The Name field cannot be left blank The Type drop down field will be disabled The data of the chosen application instance will be used to populate information for this field Click Save to save the new application setpoint group The new application setpoint group will add to the list of current application setpoint groups under the Application Setpoint Group section Select where to send the setpoints by selecting a target controller group or by creating a new target controller group from this page Navigation Tree 61
21. tal amount of recurring advisories in the database When the Snooze flag is ON in the database adviso ries will be snoozed You can set up a default snooz ing period at the customer level site level or specific advisory level Once sent a Snoozed advisory will not be sent to the monitoring server again until the Snooze has ex pired and the advisory 1s still active The advisory will then be re sent to the monitoring server as a new ad visory Snooze configuration will set the snooze time for a historical advisory Choose to use default values 6 hours or set your own configuration from the drop down list under the OR section Choose advisories never to be snoozed or for a duration of time minutes or hours When you choose a duration of snooze time enter the number of hours or minutes in the field depending on which one you select The default value for hours and minutes is 6 026 1012 Rev 6 28 OCT 2013 Click Save to save changes and see the confirma tion screen Click Cancel to exit Zon Advisory Snooze Configuration Activity Advisory Snooze Configuration Level Control System Item Test Box C Use default values below which are the global default values Snooze for duration Hours Number of hours to snooze 6 Enter walues specifically for this item Control System Test Box Ge Snooze for duration Newer L i Minute zs Hoursls Figure 8 4 Advisory Snooze Configuration Page 8 1 3 Confi
22. the top right corner Click the desired widget s from the Add Widgets palette and it will appear on the blank GS Screen You are automatically in Edit mode when you arrive at this screen 4 Right click on the widget for editing capabilities and properties The Properties menu for widgets will vary depending on what type of widget you are working with For example text based widgets will have different options for text formatting than table based widgets 5 On the right click menu click Properties to open the Image Editor The Properties menu options for widgets will vary depending on which type of wid get you choose TIP Give the widget a unique name in the Description field so you can easily find it in the drop down list 6 Add any desired points by selecting the point check boxes in the navigation tree then pressing OK on the Properties menu to save and view on screen 7 Fora selection of images for the GS Screens click on the browse icon and open the image data base Choose between system and user images by clicking Use This Image Right click on images and System and User folders m the database tree for options such as adding images uploading images and more Different images have unique functional ity depending on what the widget will be showing from the controller ON OFF states different real time values and more The supported file types are Jpg gif and png 8 To associate points with
23. 0 advisories Medium Urgency 0 advisories Low Urgency 0 advisories BI Reset Filters Refresh Advisories Revert To Default Format Occurrence Date Past Days Ke Time Perspective Site Time w Results per page Source Occurrence Date Type All iv Figure 7 9 Historical Advisory View Page e Choose which advisories to view from the Occur rence Date drop down list Advisories from Today Yesterday Past 7 Days and Last Month can be viewed or select All to show all historical adviso ries You can also define a custom date range Cus tom Range to display live advisories within the date you specified Select the type of advisory that you would like to view from the Type drop down list alarm notice fail or warning and whether it was returned to nor mal RTN e Alarms are high priority warnings about im portant system conditions that need immediate attention e Notices are low priority messages that signify a condition or system change that requires no im mediate attention or may be a symptom of a condition that may require attention in the fu ture Failures are pre programmed advisories that are generated when a controller or device fail ure occurs such as a board going off line or a sensor short Warning is a type of advisory dependent on the type of controller used e Source Shows parent controller from which con troller the advisory was generated application and property information
24. 06 08 02 06 02 08 97128106 DA Da OF 24 06 07 54 O7 24 06 07 55 Alarm ir RX 400 1 07 2406 02 46 Alarm RX 400 1 OF 24 06 01 45 Notice RS A00 1 07 24 06 01 42 Notice RX 400 1 07 23 06 09 46 Notice RX 400 1 07 23 06 09 01 Notice RX 400 1 O7 2N06 09 01 Notice RX 400 1 07 23 06 06 535 Notice RX 400 1 O7 2N06 08 47 Notice RX 400 1 OF 23 06 01 32 Alarm r RX 400 1 OF 2HN06 01 31 Alarm r RX 400 1 07 21 06 07 40 Notice RX 400 1 all Sort Descending L Es ER System E2 Unit01 System Occurrence Date Type Unit Source Priority Status Advisory Message Advisory Limit SS RS RSR Property Value Figure 7 6 Configuring Live Advisories View Display Table To export current page information select from the available export formats from the drop down un derneath the table Excel Spreadsheet HTML and PDF Click Open or Save on the File Download win dow to proceed with the download ae the page will be exported during file download Enable or disable column headers to show or hide them during download 026 1012 Rev 6 28 OCT 2013 7 1 2 Filtering Displayed advisories can be filtered into subsets based on various filtering criteria Perform an action on an advisory by acknowledging resetting or clearing Click one of the urgency buttons to group the advisory advisories based on advisory priority urgency or click All to sell all advi
25. 11 Watch Or Graph Point Page 9 3 1 Graph Log Points While Viewing a GS Screen Using the Graph Collection menu you can select points that have logs from any GS Screen add them in a collection and have them graphed To include a point in the collection while viewing a GS Screen at RUN mode right click on an active point hover the cursor over Graph Collection and click Add Point Up to 10 points can be selected and added to a collec tion The Graph Collection option will be disabled for points that are inactive 94 e Site Manager User Manual Override Display Log Graph Graph Collection Point Properties Add Point Forward Advisories Wiew Historical Adwisories Configure Advisory Snooze Configure Log Purge Figure 9 12 Graph Collection Menu When all the desired points have been added in the collection click Display Collection from the Graph Collection menu A new window will launch and dis play the graph of the points Refer to Section 9 4 Display Log Graph for navigation of graphs Override Display Log Graph Graph Collection Point Properties Remowe Point Wat Remove All Point Forward Avwdwisories SC Display Collection View Historical Advisories Configure Advisory Snooze Configure Log Purge Figure 9 13 Display Collection 026 1012 Rev 6 28 OCT 2013 To remove a point from the collection click Re move Point Click Remove All Points to delete the 9 4 Di splay Log Graph
26. 4 t Params ME Circuits Pace Ctrl Figure 9 3 Point Categories Right click menu for points From the navigation tree right click on a point to open that point s menu You can go to Point Proper ties Display Log Graph and override from this menu ALL LIGHTS ON Override A Display Log Graph Point Properties t Forward Advisories J View Advisories Configure Figure 9 4 Point Right click Menu from Navigation Tree Points e 91 Depending on the type of point the override menu will be available when you right click Figure 9 5 Override Menu Enable the Override checkbox in the first menu to open another menu that allows you to set specific pa rameters for that point Override Fixed a Value NONE Degrees Fahrenheit Figure 9 6 Enabling Override Checkbox To override enable the Override checkbox and enter Fixed or Timed from the drop down list Enter a value of off on NONE so the value will override off or on If Timed is selected enter a time in the field that the value will override to Click OK or Cancel Examples of different logged point icon types and their meanings are listed in Table 9 1 Point Les Point Analog Log icon indicates an analog point that may have logs in the E2 controller but no logs retrieved in the database Point Analog Log Database icon indicates an analog point that has logs retrieved in the da tabase Point Digital Log icon indi
27. 5 17 Unit Properties Page e Applications Applications that have programmed Navigation Tree 47 inside the controller are visible e Activities Activities that may be performed on the unit Link to Terminal Mode is present and unique at this level e Configuration Lists all configurables for the unit e Details Connection specifics and backup informa tion 5 5 2 Add Application Instance To add an application instance or multiple applica tion instances right click a Unit or an Application Type and choose Add Application The Add Applica tion page will open where you cane enter the number of applications to add and the name of the application Graphical Status Screen Tasks P Add Application Unit Properties Figure 5 18 Add Application Menu To add an application instance from an application type right click on an application type from the tree and select Add Application The Add Application page opens So Se Add Application Add Application Application Type Circuits Standard How Many Application Name Figure 5 19 Add Application Page e Application Type type of application instance you want to add Scroll down and select an application type you wish to add from the drop list e How Many Enter the number of applications in this field This allows you to add more than one ap plication of the same type with one add command e Application Name Assign a name for the a
28. Activity History Results Refresh Activity History Date Past 7 Days Y Activity Obtain Controler Information Activty Activty Figure 4 4 My Activity History Results Page e Plus Sign Click the plus sign in the first column to expand each activity and list any child activi ties if there are any If there are no child activities a message appears No activities to display For ex ample if logs are retrieved from the Unit level the plus sign when selected will expand and the user can view each application type that had logs re trieved and the status Therefore if an activity failed or is partially complete users can select the plus sign to see where the failure occurred Minus Sign The minus sign appears for activi ties and child activities already expanded and lets you return one level up and hide any sub activities displayed Activity which activity was performed Clicking Activity will sort everything alphabetically Started the time and date the activity began Clicking Started will sort everything in ascending order Duration total elapsed time for the activity to com plete User the user who started the activity Target the node from where the activity was start ed Clicking a link in the Target column will open the Properties page for that target Result details the outcome of the activity and whether or not it was successfully completed Cl
29. Advisory Configuration and Log Configuration in an online controller Unit To open the Edit Application page right click the desired application instance from the navigation tree and select Edit Application Instance ACCESS SERVICE Graphical Status Screen Tasks P ice Edit Application Instance Application Instance Tasks Forward Advisories View Historical Advisories Refresh Point List Retrieve Logs Configure Figure 5 24 Edit Application Instance Page The Edit Application page allows you to perform online remote editing of applications and shows the editable and non editable point values or protocol component of an application instance which are di vided into groups set by the controller Figure 5 25 shows an example of an Edit Application page of a Suction Group The Additional Info panel displays additional point information Full Options Reduced Options Advanced Access toggle button button Esch tab contsins a setof pointsthstare Dip By Additional Into ethereditable or Ed Opio Akae Aad INPUTS non editsbie gt a Edit Application Seng Input s Defauk Vale NONE hE Prir Current Tab Print All Tabs Print buttons Figure 5 25 Edit Application Instance Page Navigation Tree 49 Each application instance is divided into groups of points Each group 1s a tab that contains point names and values Use your keyboard tab key or use your mouse cur
30. Backup OMe PAC UPS Wer culty referenceTreeLevel 1 referenceName 0 siteName Obtain Controller Svc Controler ie businessAction SyncControllerDirSite referenceld 0 sitel Information y D referenceTreeLevel 1 referenceName 0 siteName Retrieve Logs businessAction GetPointLogsSiteLevel referenceld 0 sitel Site Level Geer D referenceTreeLevel 1 referenceName 0 siteName Advisory Receiver Commission businessAction BackupCtrlSystemActivity referenceld 0 c BackupCtrlSystemActivity ontrolsystemID referenceTreeLevel 2 referenceName 0 cs Name Backup Control System businessAction ControlSystemS ynchronize referenceld 0 ControlSystemInventory controlsystemID referenceTreeLevel 2 referenceName 0 cs Name businessAction ControlSystemInventory referenceld 0 con Refresh Units ControlSystemInventory trolsystemID referenceTreeLevel 2 referenceName 0 csNa me businessAction GetPointLogsCSLevel referenceld 0 contr Retrieve Logs olsystemID referenceTreeLevel 2 referenceName 0 csNam CS Level e nae businessAction BackupUnitActivity referenceId 0 unitID EE EE EE sreferenceTreeLevel 3 referenceName 0 unitName Obtain Controller Information GetPointLogsCSLevel businessAction UnitSynchronize referenceld O unitID sref nformation erenceTreeLevel 3 referenceName 0 unitName ee SEN EE iia TerminalMode REESEN Table 10 2 Business Action S
31. Click Go to start the Setpoint Broadcast activity The status of the activity will display on the main win dow Setpoint Broadcast In Progress 0 Figure 5 56 Setpoint Broadcast Activity Progress Bar The status of the activity will be saved in Activity History and can be viewed from that page Setpoint Broadcast can also be scheduled from this page by enabling the Run On Schedule radio button To setup Setpoint Broadcast schedule see Section 4 3 2 Setpoint Broadcast of this manual 5 6 11 Export Setpoint File Export Setpoint File activity allows users to down load a setpoint configuration from an E2 controller through the Site Manager application Setpoint files or E2b files contain current setpoints configurations of a controller which can be uploaded to one or more controllers chooses to run this activity from an unsupport ed controller type an error message displays stating that the activity is not supported for that control ler ame NOTE The Export Setpoint File activity sup d ports E2 controller types only If the user 62 Site Manager User Manual To open the activity page click the Export Set point File menu from the Unit level of the navigation tree right click menu or from the Unit Properties page SE 2CX 300 1 THIS 01 1 CX 300 1 THIS O1 1 lal Summary Export Setpoint File Unit Properties Forward Advisories Figure 5 57 Export Setpoint File Navigation Tree Righ
32. Click the Active Points drop down menu located in the center of the naviga tion window for point viewing options Point logs are parameters inside the controller that have been graphed Go to the Display Log Graph page to see a graphical view of the data b EMERSON Home Refresh Active Points Active Points i E Active w Log Site Directories Points w Logs E kathy All Points E Z resi Site Sgtgtathy s Box Figure 9 1 Active Points Drop down Menu e Active Points is the default each time the user starts up the browser and will show all configured points in the controller e Active wi Logs shows active points that have a con troller log available Points w Logs shows points that have a controller log available e All Points shows all possible points for an applica tion instance whether it is configured or not An icon will appear next to the point if the point has a log Overview Eley building Elif BH 400 1 Suite 101 ER Air Handlers 4HUs 2 lf Analog Combiners o ARTCRTU Control ER Digital Combiners H Flexible Combiner ER Global Data Ce GLOBAL DATA WU aLL iisuts on EIU CURTAILMENT our D Dav SCHED OUT E U Hvac EMER ov IL Hvac PHASE Loss TI INDOOR HUM OUT bet LIGHT LEVEL OUT Figure 9 2 Logged Points Points are divided into three categories Inputs Outputs and Parameters Sgr 1 AU I E ca Ant eweats ET ANTLSWEATO1 E E Inputs 0 H 0utputs
33. FLEX HEAT STAGEI Of 14 30 15 00 15 30 5 00 a rag an area of the graph to zoom in Figure 9 17 Example of Graphed Digital Information ow full path point li Msn full path point list BB fect rbritest 10 212 237 Rx 400 1 GROC Heat Cool Control YHTCL FLEYCOOL STAGEI v CT Britest 10 212 237 R 400 1 GROC Heat Cool Control HTCL FLEX HEAT STAGE1 Points with the same Engineering Units are graphed in the same set of axes and the graph of each point is differentiated from another by the color and style used For point reference information use the graph legend or enable the Show full path point list checkbox Figure 9 15 Example of Graphed Digital Information Note that disabled point names indicate points that only have logs and are unable to retrieve real time values Ifa chosen point has no log in the database for the time range specified a double asterisk will ap pear next to the point name and a message will display below the graph to indicate that the point does not have logs for that duration Additional points can be selected and added to the graph you are currently viewing Select points from the navigation tree GS Screen or from a point s prop erties page and click Display Log Graph to add Display Log Graph Points e 95 points in the graph The graph is refreshed and re dis played showing the points previously selected plus the newly selected points If you would like to remove a point fr
34. GsBarGraph GsimagecircurtStatus GsimageOdnot 6sPercentBar Figure 10 35 Widget Screen Editor Select the desired widget from the Add Widgets palette and use the right click menu to edit widget properties The Add Widgets palette can be moved to anywhere on the screen Associate the desired points create point references to the widgets from the Prop erties menu 10 4 3 1 Edit and Run Modes Edit If you are adding or creating a GS Screen you are automatically in Edit mode when you first ar rive at this page The Run button indicates that you are in Edit mode When the button reads Edit you are in Run mode Run mode shows the GS Screen operat ing in real time Toggle this button to go back and forth between modes These buttons are displayed to 026 1012 Rev 6 28 OCT 2013 the left of the Logout button along with a GS Screen drop down menu IE 7 and above and Firefox 1 5 are the supported browsers IE 6 is supported for view ing GS screens only Run After a GS Screen has been created and you arrive at a saved GS Screen you are automatically in Run mode When in Run mode right click to bring up the Actions menu After creating a GS Screen toggle the button to Run mode to see the GS Screen operate If you wish to edit a saved GS Screen toggle this but ton to Edit mode so that you can make changes Hot Keys e Control Z undo e Control Y redo e Control Alt Z redo 10 4 4 Widget Parameters Customi
35. Licensing and KC YS saison eee cesses degt eg 14 ee RE e ET 14 33 IMNTORTNGAML DATAFILE E 14 Sde Du Nme Zone PDU TOV EE 13 Ia TOURER SOO EIN aen R E E A EE E E AATAS 15 Sae EE EE 15 3 4 1 1 Online Help Navigation Pop up Window Scrolling in Online Hein 15 EE EE 15 A VEIN E 16 Ne VEY TINO E 16 Talde ROU FS CF EE 16 PM EE 16 dB NA CNT ACH EE 17 ddd MPAC IY TIISVOIY creaa EE E EEEE A E E I7 e ADN KE ER KEE 19 Fa ds D E 19 Table of Contents ev A E EE 19 Ne Dag e ENEE 21 e Dre A A E 24 BE EE 25 GE ye EM E E 26 da CIOS PAC E 28 d AA TA 11 OI a EEE E E stg E E TE E E E E EE 28 ea VON EE 28 E ER e T E E E E mee nee eres oona eee 29 EE 29 We TI CP SE A NS a sae cc cisge pc tse cence O cus eee eases 30 E 5 NS gC MC OU Me 6 ccsiss pasion scesare E seen san sae re sp decane E eines eG grea asada see EA O 32 ER Tnne RS e E E E E E E ee ETE EES 34 Gen OL EEN 35 E Ao IV MENU A E E E E A 35 Se EE 35 Aoli Conmscion ET ALOU Repo E 35 4 3 1 2 Purge Inbound ONC Te E 35 A Advisory Forwardini E 35 EE 36 ig SUI e ct cetera tc awa eae cinch scm peas ee eee ese sau EERE E EAN EE E EA A E AS 39 NK NOTES NR NNN A D 41 rde UONG TE Ee OI KE 41 gege DIRE TORI erni E E E R T E E E E EA EA TE E 42 SE EE 42 Fe UA VOT Yeh a nig gates cae een oes ata ere A cere cide pcs pata slo adden E 42 SE ECON IS es sates net ns drs seep oS rts eee ate ceo cap va peace E E Sao none ueaciaumauesteeseanacelontes 43 JA Dole ICL E 43 DN TOON OM V
36. Log Graph Forward Advisories View Advisories Configure Advisory Snooze Configure Log Purge Figure 9 8 Point Properties Action Menu e Override Depending on the type of point the override menu will be available in the right click menu To override enable the Override checkbox and enter Fixed or Timed from the drop down list Enter a value of off on NONE so the value will override off or on If Timed is selected enter a time in the field that the value will override to Click OK or Cancel Walue Figure 9 9 Example of Override Display Log Graph displays a graph of the logged point data Forward Advisories takes you to the Forward Ad visories page where advisories can be forwarded to an e mail address e View Advisories takes you to the Advisory View page that displays the current advisories alarms fails notices warnings from the database in high medium and low priorities and gives you the ability to search advisories using various search criteria e Configure Advisory Snooze takes you to the 4d visory Snooze Configuration page The Snooze alarm is a setting that assigns alarms a wait time that helps reduce the total amount of recurring advisories in the database When the Snooze flag is ON in the database advisories will be snoozed You can set up Watch or Graph Log Points a default snoozing period at the customer level site level or specific advisory level e Configure Log Pu
37. Navigation Tree click Associate GS Screen from the Navigation Tree menu and a list of GS Screens in ZIP format at the user specified location will dis play Test Directory CT lightDirHome Graphical Status Add GS Screen F Add Site SL Associate GS Screen More Directory Tz M Import GS Screen Figure 10 14 Associate GS Screen Menu from Navigation Tree The list 1s restricted to display only the appropriate level GS Screens Only the GS Screens that have been published or GS Screens that were created by the logged in user are included in the list If no screens are listed no screens have been created for the select Graphical Status Screens Floor Plans e 103 ed Navigation Tree level node Once a screen has been associated to a specific node on the tree it will be removed from the list for that node Screen Name Screen Type Figure 10 15 Associate GS Screen Page Select a GS Screen from the list and click OK to associate or Cancel to leave the screen a certain node in the tree will be visible on that mn NOTE All GS Screens that are associated with node s context menu 10 3 5 Disassociate the GS Screen With administrator user privileges set you can disassociate a GS Screen from the node on the Navi gation tree it is associated with Open the GS Screen you would like to disassociate with its current node Make sure you are in Edit mode and that the GS Screens drop down menu is available C
38. Schedule Manager page as with every other ac tivity If the option for Cancel Apply If Battery Test Failed Figure 6 35 is set to Yes a battery test will be performed on all units prior to applying the firm ware If any unit fails the battery test the Firmware Apply will automatically be canceled and the Activ ity Details report will be updated to show that the ap ply process was canceled as a result of the battery test failure of the applicable units When you are ready to initiate the Firmware Ap ply activity click Go gt Activity Startup Lei Fun Heu Details Tipe Select A Type Setpoint Broade azt Retriewe Logs Refresh Deler Lice Obtain Controller Information Firraware Transfer Figure 6 38 Click Go Button to Initiate Firmware Apply The Firmware Apply activity will connect to the targeted Control System and validate the firmware file on each controller of the control system If any firmware file fails validation the firmware apply for the target control system will fail and report the fail ure in the activity history 6 3 2 Firmware Matching and Activity History Role e Firmware Apply will check the firmware versions of each controller in the target control system to verify that all controllers have the same version of the firm ware package version If a firmware match is detect ed the apply process will continue until completed e If there is not a complete match of firmware ver sions on all t
39. TERM Input Sensor i 805 08 15 12 N FL CL 65 662 CC LIQUIDG62 DEER AV TERM Input Sensor i 05 08 15 10 N FL CL 65 662 CC LIQUIDG62 DEER AV TERM Input Sensor i 05 08 15 10 N FL CL 65 662 CC LIQUID 62 DEER AU TERM Input Sensor i 805 08 14 40 N FL CL 65 662 CC LIQUID662 DEER AV TERM Input Sensor i 805 08 14 24 N FL CL 65 662 CC LIQUID662 DEER AV TERM Input Sensor i 05 08 14 23 N FL CL 65 662 CC LIQUIDG62 DEER AV TERM Input Sensor i 05 08 14 21 N FL CL 65 662 CC LIQUID 62 DEER AV TERM Input Sensor i 85 08 14 21 N FL CL 65 662 CC LIQUIDG62 DEFR AV TERM Input Sensor i 805 08 14 20 N FL CL 65 662 CC LIQUID662 DEER ou TERM Input Sensor i 805 08 14 17 N FL CL 65 662 CC LIQUID662 DEER ou TERH Input Sensor i 04 08 23 03 N FL CL 65 662 CC LIQUID 62 DEFR AU TERM Input Sensor i 04 08 23 03 N FL CL 65 662 CC LIQUID 62 DEFR AV TERM Input Sensor i 804 68 23 62 N FL CL 65 662 CC LIQUIDG62 DEER AV TERM Input Sensor i 804 08 23 62 N FL CL 65 662 CC LIQUID662 DEER AV TERM Input Sensor i 04 08 23 61 N FL CL 65 662 CC LIQUIDG62 DEER AV TERM Input Sensor i CRW RR RW RR RR RR F4 EXPD INFO Figure 7 22 Advisory Log Advisories e 85 8 Configuration 8 1 Configuring Activities Activities can be configured from individual con figuration pages Choose the property you wish to configure from the navigation tree and right click to open the menu Hover cursor over Configure to show all available activity
40. View Live Advisories Activity Tasks Firmware Package Management Backup Firmware Apply Firmware Transfer mihtain antenalar Tafarran Harm Figure 6 1 Firmware Package Management Navigation Tree Menu 3 8 Control System Properties Graphical Status Screens Units e RX 400 3 E2 Unit03 System Configuration e Admin Activity History Acmin Pencing Activities Activities Activity Configuration Backup Configure Advisory Purge Configure Advisory Snooze Configure Backup Configure Log Purge Firmware Apply Firmware Transfer Obtain Controller Information Refresh Units Retrieve Logs Vive dk VK Ss My Activity History My Pencing Activities View Historical Advisories View Live Acvisories Figure 6 2 Accessing Firmware Package Management from the Control System Properties Page Firmware Package Management The Firmware Package Manager page Figure 6 3 comprises the Firmware Packages and Language Packages tables where you can upload and or delete firmware and language packages on the Site Manager server Firmware Package Manager Firmware Packages O Ach ien Delete Firmware version Controller Type Firmware Package Name 3 03F01 4 03F01 E2 3 02F02 4 02F02 E2 2 82F01 E2 2 82F01 E2 Language Description Language ID E2_101312127Feb052013_frrmware pkg English 1 E2_134931107Feb052013_frmware pkg English E2_111722949Feb182013_frmware pkg Ralian 6 E2_095437313Feb182013_frrmware pkg English 1 L
41. Ze Doe WAIN a T aetna scte so see sce E E ae ae ste eee sete ee vee pes oee ene teed 69 OZ TERI ARE TRANS A E E A E E E E A E A E E O A 69 OZ DOV TO E E G G2 E G E EE 73 Oe PERT RE E 73 Dads TM ASAD IOV MCI ege EEe 74 6 3 2 Firmware Matching and Activity History E 75 E EE 76 O34 Non Gateway Conirollers Furst E EE 76 On E 76 030 SUCCESS EE TIS EE 76 T ADY DORE oaee E E E EE NE S TEE EEAS T7 Pals EDEA OR E 11 Plade NA A e E E EE E E N caecum enn E E A E nae L i kde E 79 d MAES PORTICO Ee 80 fade COMEC On E 82 7 2 1 1 Setting Up a Problem Sites Report Email Administrators Elei seggt eeneg 82 Fade P EOU COTTO err E EEEE E EE E E E peadteone 83 ea ASOS EE 84 lazad AUVIS keci E 84 S CONFIGURATION ooe E E EEEE E EE 86 Sl ON E EE RRE 86 nt EEN 86 GE E E 86 LS COMO E 8 amp 7 Oe CON ON EE 8 amp 7 Oe CONFIGURATION TOOL enrian aE E I E E A 89 Cad L ONE a a E E AE E EE E EE IEEE E E E E sae K EN DEET EE 90 9 POINTS nenn EEE E ENEE E a EE Eii 91 le E 91 Tat EE EE 92 To WATORO RATIL EOG POINT E SE Table of Contentse vii Dod Graph Los POmis Vhile EE 94 A PONS PTA EOC CAR EE 95 93 SHOW POINTS ON REAC TIME ORAT eebe 97 10 GRAPHICAL STATUS SCREENS FLOOR PLANS eeeesessessssesccccccccsssssescceccoccccsseesececococossssssceceeossosssessseecceoossso 99 EE 99 TO GA E 99 10 1 2 Show GS Screen Edit Tool Checkbox My EE 99 Oe et T WE 100 Wa CT Gy S T T OCS a E E E N E E E EE 100 e PT FAG EE 100 TO PEAS IN IN a A O a
42. about the advisory Click this 80 e Site Manager User Manual Priority Advisory Message Source Type Received Date Advisory Limit Property Value All Wr header to alphabetized Source entries Priority Details the level of urgency placed on the advisory high medium or low expressed as a nu merical value Click on this header to arrange advi sories in descending level of priority 1 being the highest Advisory Message Details any message from the controller or device that accompanies the advisory protocol advisory message that comes from the control system Source Type Shows the software application from which the advisory was generated Click this header to alphabetize Source Type entries Received Date Reports when the advisory was first detected Advisory Limit Reports on the high and low limit the advisory exceeded that generated the advisory Property Value Shows the property name of the application from where the advisory was generated You can also organize the advisories that appear on this page by clicking the buttons along the top la beled High Urgency Medium Urgency or Low Urgency and the advisories will be filtered respec tively in descending order most current advisories appear first at the top of the list Click the All button to see all advisories displayed in descending order 026 1012 Rev 6 28 OCT 2013 Customize column settings based on your prefer ence To customize ar
43. activi ties if there are any If there are no child activities a message appears No activities to display For ex ample if logs are retrieved from the Unit level the plus sign when selected will expand and the user can view each application type that had logs re trieved and the status Therefore if an activity failed or is partially complete users can select the plus sign to see where the failure occurred Minus Sign The minus sign appears for activi ties and child activities already expanded and lets you return one level up and hide any sub activities displayed Activity Which activity was performed Clicking Activity will sort everything alphabetically Use the drop down menu to view all of a certain type of activity Started The time and date the activity began Clicking Started will sort everything in ascending order Use the Occurrence Date drop down to view a specific time frame All Today Yesterday and Past 7 Days Last Month or Custom Range enter your desired date range Duration The elapsed time of the activity e User The user who performed the activity Click ing User will sort by user name in alphabetical or der Target Shows on what property the activity was performed Clicking a link in the Target column will open the Properties page for that target e Result Details the outcome of the activity and whether or not it was successfully completed Clicking a link
44. activity selected will run immediately when clicked The item selected can be scheduled System created GS Screen x User created GS Screen B Associate GS Screen Import GS Screen Table 5 2 Navigation Tree Icons 5 2 Directory A directory displays all the information that is re lated to a directory including sub directories activi ties configuration and property information about the directory It holds a list of multiple sites and or di rectories Clicking on a directory will open the prop erties page for the directory in the main navigation window Right click for More Directory Tasks menu 5 2 1 Add Site To add a site use the Directory menu from the navigation tree and click Add Site The Site Configu ration page opens Enter Name required field Parent Directory Address Country Voice Phone and Time Zone in formation Click the Save button to save or the Can cel button to clear and exit the page If United States is selected as the country a drop down menu with all the states will be shown If another country is select 42 Site Manager User Manual ed the State Province Region drop down menu will be changed to a blank text field to allow a name to be entered in the field Zo Site Configuration Name A ice Provider sp sp sp GMT 05 00 Eastern Standard Time America New_York EST DST Add
45. adding a GS Screen you are automatically in Edit mode when you arrive at this page Run mode shows GS Screens in use with real time values dis played with no editing options When you see the Run button top right of this page that indicates you are in Edit mode This button will show Edit when you are in Run mode Toggle the button to choose the desired mode When in Run mode right click to bring up the Actions menu After creating a GS Screen tog gle the button to Run mode to see the GS Screen op erate in real time IE 7 and above and the latest version of Firefox off the Firefox Web site are the 118 Site Manager User Manual supported browsers IE 6 is supported for viewing GS screens only Click the print icon to print the GS Screen in both Edit and Run modes 10 4 2 6 Print Icon While viewing a GS Screen Run mode click the print icon at the topmost right corner of the screen The GS will be exported to a PDF A new window will open and display the current GS If a page has no GS associated print will be disabled and the icon will not be visible on the page Only the GS will be print ed all other screen elements will be excluded 10 4 2 7 Logout Button Click Logout button to log out of Site Manager and be returned to the Login page 10 4 3 Widget Editor When Add GS Screen is clicked from the naviga tion tree a blank GS page opens with the Add Wid gets palette Add Widgets GsAppSummarn Table
46. an event that does not include advisories just connection verification information or records These records may be used to perform diagnostics on sites that call in with the wrong Site ID number or have an inbound connection that is terminated unexpectedly With the Purge Inbound Connection Records fea ture you can set purge configurations for these in bound connection records Choose to keep all records never purge the default setting or control the num ber of records you keep by choosing to purge only a specific number of records for a time period of weeks or months J Purge Inbound Connection Records Delete values older than Forever de not delete K4 Forever do not delete Specified number of weeks Specified number of months Figure 7 15 Purge Inbound Connection Records Page If you choose to purge a specific number of con nection records specify either weeks or months from the drop down list and enter the specific number into the Number of weeks months to keep field Enter the time of day to remove the older items in the spaces provided and click Save to save changes or Cancel to exit the screen d Purge Inbound Connection Records Delete walues older than Number of weeks to keep gn Specified number of weeks W Time of day to remove older items 7 Figure 7 16 Configure Purge Inbound Connection Records Advisories e 83 7 2 3 Advisory Forwarding Advisories can be forwarded to an e m
47. and LDAP Integration ra dio buttons display on this page above the Login ID 20 Site Manager User Manual field Enable the radio button of the security model type to assign to the current user Local Security is enabled by default The User Expiration Date field and Change Password checkbox are disabled when LDAP Integration is selected Changing User Passwords Reset user pass words by enabling the Change Password checkbox and entering the new password Retype the new pass word again and enter a password hint for password re covery Click Save Le User Configuration Legin ID First Name Last Name aw Password case sensitive User Group select one User Expiration Date E C Show GS Sereen Edit Tool O Enable System Home Page O Hide Nav Frame Engineering Units Temperature Fahrenheit DF Temp Change Delta Fahrenheit DE Temp Rate Change degrees F hour DFH k Pressure Large pound sq in PSI Gei Pressure Small inofwater INW Velocity Air feet minute FPM w Velocity Liquid gallons minute GPM Liquid Volume gallons GAL K Volume Flow cubic feet minute CFM e Current amperes A 2 Light foot candles ETC W Weight Pound LE M Leave blank for no expiration Figure 4 11 User Configuration Page Note that depen
48. and Time Recorded April 1 2010 01 00pm April 1 2010 01 15pm April 1 2010 01 30pm April 1 2010 01 45pm April 1 2010 02 00pm Table 8 1 Example of Compacting Log Data Assuming that compaction is to be carried out based on the Average and the established time period is 1 hour the following log values will be stored in the database Date and Time Reduced Value April 1 2010 01 00pm 23 75 Table 8 2 Example of Compacting Log Data Average 1 Log values that were recorded for the first hour will be grouped together and compressed by Average That is 10 20 10 20 4 15 2 The equivalent value which is 15 will be stored in the database old values 10 20 10 and 20 will be purged 3 For the next hour log values will be compressed 40 5 15 35 4 23 75 4 The compressed value 23 75 will be stored and old values 40 5 15 and 35 will be purged If data compaction 1s to be carried out based on the Minimum and the established time period 1s 45 min utes the following data will result Table 8 3 Example of Compacting Log Data Minimum Date and Time April 1 2010 12 00pm April 1 2010 12 45pm April 1 2010 01 30pm Regardless of the number of instances the lowest value recorded within the specified time period will be stored in the database and the rest will be deleted For example logs that were recorded for the first hour 10 20 and 10 comprise two instances of the mini mum log
49. as warranties or guarantees express or implied regarding the products or services described herein or their use or applicability Emerson Climate Technologies Retail Solutions Inc and or its affiliates collectively Emerson reserves the right to modify the designs or specifications of such products at any time without notice Emerson does not assume responsibility for the selection use or maintenance of any product Responsibility for proper selection use and maintenance of any product remains solely with the purchaser and end user 026 1012 28 OCT 2013 Emerson is a trademark of Emerson Electric Co 2013 Emerson Climate Technologies Retail Solutions Inc All rights reserved
50. bels on the dial Table 10 10 GsDial Specific Properties 026 1012 Rev 6 28 OCT 2013 Label Origin With what value the scale starts to show the number Major Hash Mark The number of ticks each Ticks mark stands for The number of units a tick stands for Enable the checkbox to enable additional gauge configura tion Hash Mark Tick In terval Gauge Configuration Enable Low Limit Value Ceiling Upper limit value for the low limit range High Limit Value Starting Lower limit value for the high limit range Low Limit Status Color that represents the low Color limit range Normal Status Color Color that represents the nor mal value range High Limit Status Color that represents the high limit range Color Table 10 10 GsDial Specific Properties GsPercentBar The GsPercentBar widget displays point reference value in percentage To add this widget to a GS Screen click GsPercentBar on the Add Widget pal ette To edit the widget s properties right click the widget and click Properties Note that if the widget is associated with more than one point in the Navigation tree only the primary point reference value will be displayed GsPercentBar A configurable percent bar Figure 10 41 GsPercentBar Widgets and Creating GS Screens Label The name or description that will be displayed for the wid get This defaults to 0 name which is the name of the point as it appears in the Navigation
51. clicking on the appli cations and right click to open the available menus Users will have access to menu choices depending on what privileges have been set for them Using the Navigation Tree Each level or node in the Site Manager Naviga tion Tree has an icon to illustrate the tree level it be longs to Each node icon precedes every node description Application types application instances and points are also are represented by icons e Directory level KSE Control System level Unit level E2 ER Unit level E1 RB ee Be Table 5 1 Navigation Tree Icons and Symbols Plus and minus signs placed before the tree level icons function to expand or collapse tree elements e Click on to expand a tree element e Click on to collapse a tree element All menus and submenus in the navigation tree are also represented by icons These are either placed right before or after each menu definition to assist us ers in easily identifying and locating available menus nr Indicates a submenu of items are available NN Bt Bis EE about the item on the properties page Table 5 2 Navigation Tree Icons Navigation Tree 41 Advisory Receiver Commissioning Forward Advisories View Historical and Live Advisories E Configuration for this 1tem admin activities A Activity History or Pending Activities of the user called My Activity History or My Pending Activities The
52. du plicate and select Duplicate from the menu Finish by clicking outside the newly created widget to de select from the first widget If this option 1s chosen on grouped widgets the entire group will be dupli cated Deleting After multiple widgets have been selected two or more they can be deleted by clicking De lete Selected This will remove all selected widgets from the screen 10 4 1 8 GS Image Property Editor The Common Properties section contains prop erties that vary depending on the type of widget you are working with The options in Specific Properties menu will also vary depending on the type of widget you are editing Text labeling color and opacity op tions are examples of some of the choices you may see for Specific Properties For regular graphics you have the option of adding your own images to the sys tem or customizing images that are already in the sys Graphical Status Screens Floor Plans e 109 tem Once you save them to the desired destination on your computer they are then referred to as user 1m ages Gsimage ither be static or can change based on some simple programmable logic E2 Bidg BX 400 1 Suite 101 Air Handlers AHUs RTU1 OFFICES GsImage Specific Properties o bi System image_placeholder gif Figure 10 26 GsImage Property Editor 10 4 1 9 Common Properties The Common Properties section applies to all types of widgets The name of the GS Image you ar
53. e Time Perspective gives you the option to sort by actual site time or by user s time e Reference Date sorts advisory data by date Refresh Advisories reloads the page to the most current view e Reset Filter reverts filtering the user has custom ized back to the defaults Revert to the Default Format resets the page and returns you to the default page format e Export Historical Advisories To allows you to export the list of advisories to an Excel spread sheet PDF or HTML Select from the drop down list and click the Export button to export the adviso ries to the desired file type A File Download win dow will open where you can choose to save the advisories to a location on the PC or open them as the selected file type Historical Advisory View NOTE When you click an advisory at the Unit level a terminal mode window will automati cally pop up for that unit 7 For Einstein and E2 Controllers only Advisories are grouped into different Urgency Buckets for E1 and E2 controller Basically if an ad visory does not get caught by the High Bucket or the Medium Bucket then it will be categorized into the Low Bucket Refer to Table 7 1 for the classification of advisories for El and E2 based on the Urgency Bucket LEGEND Status Unack 1 Ack 2 Reset 3 Clear 4 for first version all are UnAck Type Alarm 1 Notice 2 Fail 3 Return to Normal No Yes Priority 1 high 99 l
54. entire collection Point logs are properties inside the controller that have been graphed The Display Log Graph screen will open and show a graph view of the data ACT CTRLTEMP Override Display Log Graph Graph Collection ALL LIGHTS ON Point Properties Remowe All Point Display Collection View Historical Advisories Contigure Advisory Snooze e Override Display Log Graph Point Properties ZA la l Configure Log Purge Figure 9 16 Display Log Graph Menu from Navigation Tree Figure 9 14 Display Collection Once you have selected the points you wish to log and have clicked the Display Log Graph button or E NOTE The graph will be blank if the point clicked on the Display Log Graph menu from the that was graphed has no record of logs in the oe database To display the graph ity Zo SC point on the navigation tree the logged points will be the Retrieve Logs activity first and run another shown in a graph as shown in Figure 9 17 Display Log Graph Show 4 hours of Logs in Example of Graphed Digital Information Show of Logs in Site Time E Refresh Logs Comprehensive 2013 03 05 12 22 53 Mshow Expanded Legend WB britest HTCL FLEXCOOL STAGE D I Mlshow full path point list BB ECT BriTest 10 212 237 RX 400 1 GROCsHeat Cool Control HTCL FLEXCOOL STAGE I JECTrBritest 10 212 237 R 400 1 GROC Heat Cool Control Y HTCL FLEX HEAT STAGEI GBbritest HTCL
55. group data select from the available ex port formats from the drop down below the table Ex cel Spreadsheet HTML and PDF Click Open or Save on the File Download win dow to proceed with the download Adding a Group To add a new group click Add New from the Group Manager page Figure 4 16 and enter the in formation into the fields on the Group Configuration page 99 Manager Le Add New Croup NAME Add a Group ADMIN USER Figure 4 16 Add New Group 22 Site Manager User Manual Editing a Group View the list of all groups from the Group Manag er page Figure 4 17 and select the desired group name Click Edit and the Group Configuration page will open where you can enter changes Me Group Manager Add New 3Edit Delete Group Name Edit the Selected Group ADMIN USER Figure 4 17 Edit Group Configuring Group Information Add or edit a new group from the Group Configu ration page assign security settings and set up user privileges All privileges can be added or subtracted to a user at the admin level on this page To add or subtract privileges for a user highlight the privilege in the left column and click the left and right arrows The right arrow on the top will assign privileges the left or bottom arrow will unassign the privilege Click the Save button to save and the Cancel button to re turn to the Group Manager page Mouse over each privilege to see
56. name under any field or any combination of fields for a partial match in order to filter the view of what is in the list For example entering an O in the Point box will filter all points that have an O some where within the name Click Remove Filtered Items to remove all fil tered items from the list with one click For example when this button is clicked all values shown with an O in the Point name would be removed from the list resulting in a list with all points that do not contain an O in the name Click the Clear Filter button to clear all the filter fields Enable the check boxes to the left of each element to remove single elements from the list The number of filtered elements the total number of elements in the list and the current view range 1s displayed at the bottom of the page The size of the list List Size is displayed at the top of the list Use the Prev and Next buttons to page through re sults Choose the amount shown in the list with the Page Size drop down If the window is closed with unsaved changes a reminder window will give you the option to save 026 1012 Rev 6 28 OCT 2013 9 Points 9 1 Overview Application points are parameters that have been programmed inside a controller Access to application points allows the user to view details about controller points graph points retrieve logs and make changes Points can be viewed in the navigation tree that are both logged and unlogged
57. node a home page You can only have one system __ home page and have multiple site home pages i e one site home page per site control sys tem unit application type and application instance E NOTE This is different from your system Read only field that shows the author of the GS Screen the originator of the screen or who imported it Read only field that shows the date time the GS Screen was created or last imported Read only field that shows the current Site Manager software version e GS Screen Schema indicates the version number of the GS Schema This number changes whenever structural changes to the screen design changes Click OK to save Cancel to quit and close the window 10 4 Widgets and Creating GS Screens 10 4 1 Adding GS Screens Based on user authority Graphical Status GS Screens Floor Plans will be available on all levels of the Navigation Tree menu When the Show GS 106 Site Manager User Manual Screen Edit Tool checkbox on the My User Info page is enabled the GS Screen menus become available on the Navigation Tree GS Screens use a variety of presentation models widgets that are available in the Widget Editor for example label animation text tables and many 1l lustrated instruments to choose from Historically a graphical status screen has been associated with a spe cific application type in E2 suction group condenser or circuit GS Screens are user defi
58. not be resent but instead the transfer will continue from the point where it was interrupted stopped earlier The last transfer to the Control System is always saved for future reference Firmware Apply 6 3 Firmware Apply Firmware Apply is deployed only from the Con trol System level on the navigation tree Figure 6 33 or the Control System Properties page Figure 6 34 QS LT Kathy Box Graphical Status Screen Tasks E Control System Tasks mh Advisory Receiver Commission x Forward Advisories Loi View Advisories Activity Tasks Firmware Package Management Backup Gj Firmware Apply G Firmware Transfer Figure 6 33 Firmware Apply Right click Menu from the Navigation Tree 3 2 Control System Properties Graphical Status Screens Activities Baglegg Configure Configure Adviso nooze D Configure Backu D tain Controller Information onfigure Log Purge Refresh Units Li lev o Figure 6 34 Firmware Apply Menu from the Control System Properties Page Firmware Update 73 Firmware Apply can be configured for execution at the Control System level only from the Schedule Manager Figure 6 35 Activity Startap 2 Fanart Apply Configuration L e Dir eno bea Pirmaare Apply Options Bip Control Shem betone Apri Ho Drop ke Akreege He Cancel poly I Bathery Tasi Fale ver K Himare File nomean Status Racy bo Apply Dote Type EZ pp bo ds gd a
59. number of units a tick terval stands for Table 10 9 GsMeter Specific Properties GsDial Similar to the GsMeter the GsDial widget dis plays real time point value by associating the widget or referencing it to a point in the Navigation tree This widget has a pointer indicator that moves and points to a value in the scale depending on the current value of the widget s point reference To add this widget to 126 Site Manager User Manual a GS Screen click GsDial on the Add Widgets pal ette To modify the widget s properties right click the widget and click Properties GsDial A cantigurabdle dial Figure 10 40 GsDial Widget Type The kind of GsDial to use Dial or Meter Hand Color The color of the gauge indica tor or hand The default color is blue To change the color enter the name of the color into the field Hand Thickness The thickness of the indicator in pixels Label The name or description that will be displayed for the wid get This defaults to 0 name which is the name of the point as it appears in the Navigation tree or context menu title Show Label Location on the widget where the label will be displayed Minimum Value The lowest possible value that the scale can display at what number the scale starts Maximum Value The highest possible value that the scale can display at what number the scale ends Label Ticks The number of tick marks be tween two major tick mark la
60. on your keyboard Lock Size Position Saves and holds the most re cently set size and position of the widget so it is locked out of clicking dragging and other changes The widget selection handles turn purple to indicate the widget is locked When the widget is in lock mode this menu option will read Unlock Size Posi tion Click Unlock to release the widget This op tion 1s also available as a checkbox on the Image Properties menu Properties Displays the GS Image Property menu for more configuration options for each widget The Properties menu options for widgets will vary de pending on which type of widget you choose Reset Scale Click this option to return to the previ ously configured widget size Convert to Sub Screen if available Zone widgets allow you to create a new GS screen based on a por tion of another screen Duplicate and Rebase if available Click this op tion to duplicate the widget Just as the Duplicate option but additionally the widget will enter a spe cial mode where you can select a different Applica tion Instance or any node except a point node to use as a new base for all the references in the widget More on Duplicate and Rebase Any previously selected widgets will be unselected and the new duplicated widget will selected just the Duplicate action does not do this and then the screen editor and main tree will go into a special mode where you must now select a new node from the main
61. outside its normally scheduled routine E a Circus standard Ba STE CIRCUITOO STO CIRCUITOOL Lal Graphical Status i Status T Manual Defrost Graphical Status Screen Tasks P Application Instance Tasks p Figure 5 33 Manual Defrost Unit gt ae Application Instance Propertes Graphical Status Screens Graphical Status Status Points Activity Configuration Configure Advisory Sa Configure Food Quality Report Configure Log Purge Figure 5 34 Manual Defrost from Application Instance Properties Page NOTE Manual Defrost is available only for supported controller types E1 and E2 and ap plications Standard Circuits Case Control Circuits and MultiFlex CUB NOTE Note also that to be able to carry out a manual defrost appropriate privilege and pro tocol access levels must be assigned to the us er s group For information about configuring activity privileges and protocol access levels see Sec tion 4 2 1 2 Group Manager To start a manual defrost in Site Manager 1 Right click the application instance circuit where the freezer or refrigerated case to be defrosted is as sociated and click Manual Defrost The Manual Defrost box will appear with the name of the appli cation instance displayed Figure 5 35 Manual Defrost Box 2 Enable the In Bypass checkbox Unchecking this checkbox and clicking OK will remove
62. page NOTE A control system cannot be added from 4 a Control System menu You must create a control system from a Site A Control System is a descendant level of a Site 5 3 2 Delete Site To delete a site select Delete Site from the desired Site s menu in the navigation tree under the More Site Tasks flyout menu A message window will open and ask if you want to delete the site Click OK to delete Cancel to exit os cn a More Site Tasks Delete Site de Edit Site K Forward Advisories Loi View Historical Advis site Properties Figure 5 9 Delete Site 026 1012 Rev 6 28 OCT 2013 5 3 3 Edit Configure Site To make changes to a site click Edit Site from the desired site s mouse over right click menu in the nav igation tree under the More Site Tasks fly out menu The Site Configuration page opens Figure 5 10 Zo Site Configuration Name site Parent Directory dir M Address 1 Address 2 Country United States City State Province Region Alabama Zip Postal Code Voice Phone Store Format v Refrigeration Service Provider sp VW Lighting Service Provider sp HVAC Service Provider sp Vv Time Zone GMT 05 00 Eastern Standard Time America New_York EST DST Add Control System Control System Delete 10 161 92 151 Properties Figure 5 10 Site Configuration Page
63. source code for the GS Screen you have open exporting saving work ing with the image library deleting GS screens disas sociating a screen and GS screen properties View JSON Source Export Zip gave Image Library Delete Disassociate Properties Figure 10 3 GS Screens Drop down Menu 10 2 1 Create GS Screens Quick Start 1 Click the desired widget s from the Add Widgets palette and it will appear on the blank GS Screen You are automatically in Edit mode when you ar rive at this screen 100 Site Manager User Manual 2 Right click on the widget for editing capabilities and properties The Properties menu for widgets will differ depending on what type of widget you are working with For example text based widgets will have more editing options for text formatting 3 Click on Properties to open the Image Editor 4 Add any desired points by selecting the point check boxes in the navigation tree then pressing OK on the Properties menu to save and view on screen 5 Fora selection of images for the GS Screens click on the Browse icon and open the Image Library Choose between system and user images and down load to the image library by clicking Use Different images have unique functionality depending on what the widget will be showing from the control ler ON OFF states different real time values and more The supported file types are jpg gif and png 6 To associate points with
64. that value Unchecking the Show Expanded Legend checkbox will display the point name and value only 98 e Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 10 Graphical Status Screens Floor Plans 10 1 Overview A Graphical Status Screen 1s a customized floor plan that displays refrigeration and environmental control values on a single page with real time values for multiple entities within the store The information can be displayed using a variety of presentation mod els widgets that are available in the Widget Editor for example animation text and many illustrated in struments to choose from Historically a graphical status screen has been associated with a specific ap plication type in E2 such as a suction group con denser or circuit The GS Screen and Floorplan Creation Tool is an extended feature of Site Manager that can only be en abled upon feature activation and licensing see Section 3 1 3 Licensing on how to activate this fea ture on your account Users must have the necessary privileges to add associate or import a GS Screen GS screens can be kept private or published to the Navigation Tree for other users to access When a GS screen is published all Site Manager users will be able to view it The con text menu at every level in the Navigation Tree will allow you to view existing GS Screens or build new ones For example if you need a screen for a condens er all screens must be crea
65. the mouse to click and drag to enclose widgets within a selection rectangle or by pressing the Shift key while clicking desired wid gets After you have selected multiple widgets they can be grouped using the right click menu option Deselecting To deselect widgets click the area out side the widget s Spacing If three or more widgets are selected they can be horizontally and vertically spaced with the Space Selected option on the widget right click menu This feature equalizes uneven spaces between widgets Press Ctrl Z to go back one step Resizing Scaling All widget types can be resized by clicking on the widget and using the red selection handles that appear on the edges Drag the edges to resize and the entire image will scale Note that real time indication of x y position is shown automatical ly when moving widgets Reminder Click Reset Scale return to the last saved widget size Alignment Before grouping widgets you can fine tune the widgets placement right by selecting Align Selected on the widget s right click menu Widgets move in one pixel increments e Left aligns selected widgets to the left e Right aligns selected widgets to the right e Top aligns the top of the widgets equal flush with each other Bottom aligns the bottom of the widgets equal flush with each other e Horiz Center centers the widgets equally hor izontal depending on the starting position of the widgets For examp
66. the tree for this to take effect immediately Figure 10 1 Enabling GS Screen Edit Tool GS screens can be kept private or published to the Navigation Tree for other users to access When a GS screen is published all Site Manager users will be able to view it The context menu will allow you to view existing GS Screens or build new ones at every level in the Navigation Tree For example if you need a screen for a condenser all screens must be created specific to their level In other words there will be nothing generic because all GS pages that are associated with a certain node in the tree will be visible on that node s context menu Graphical Status Screens Floor Plans e 99 10 2 Quick Start Once you have activated this feature click Add GS Screen from the right click menu on the Naviga tion Tree A blank GS screen opens with the Add Wid gets palette Site Directories SL Associate GS Screen Add Site F M Import GS Screen More Directory Figure 10 2 Graphical Status Screen Tasks Menu With select user privileges the GS Screens drop down menu is available on the blank GS page that opens after the Add GS Screen is clicked from the Navigation Menu where you can perform many use ful GS Screen tasks The GS Screens drop down menu contains a list that consists of anything that per tains to graphical status screens such as viewing JSON source click View JSON Source and a view only window opens showing the
67. this screen See Schedules Setup on page 39 for more details on setting up User amp Passwords schedules If Select Application is chosen as the schedule type the Select Application screen Figure 4 54 will open with the navigation tree displayed Expand the 38 e Site Manager User Manual navigation tree down to the application instance lev el click the radio button of the application instance and then click the Save button The Application Set point Group screen of the selected application in stance will open where you can select data points to use for setpoint broadcast see Schedules Setup on page 39 for details on setting up Application Set point Groups Select Application Site Directories A eat D reciory a Farest See E qluTest Controler SEPA S00 1 E2 UNADI ac une SET circuts Case Ciri a cecuts Standard Ces D Roo Leem cacumina Ogs cRCUTOOS CHEF STO crcurmoos Ogs crcuroos CEF STO crcuimoos eem cacumoa Les D CRCUITODS Leen CREUT Leenrecupo EI IT oR NEI OM Fecity Status Daa af Genen Setup EI GT Date Figure 4 54 Select Application Screen If there are no valid applications selected when the setpoint broadcast runs that information will be in the Activity History details The information you enter in the Application Set point Group will be sent to the Target Controller Group Click Add New in the Target Controller Group window Target Controller Group E Add New Power B
68. tree to use as a base for all the references in the widget s The tree background will be high lighted yellow and a popup bubble will be shown with instructions and a Cancel link to exit this mode Canceling will not remove the duplicated widget but will cause the widget to have the same references based on where they were in the widget from which it was duplicated from The tree will automatically synchronize to the appli cation instance of the first reference of the widget being duplicated when first entering this mode be cause in most cases the designer would probably want to select the next application instance in se 026 1012 Rev 6 28 OCT 2013 quence after it You may continue to edit widgets in any way while in this special mode and even select other widgets Once clicking on a node in the tree all selected widgets will be rebased to that node Group widgets that are selected will also have all their sub widgets rebased m this way Undo by pressing Ctrl Z just like any other editing action can be undone Convert to Crop Image if available These spe cial cropped GSImage widgets that can be created this way can be converted to normal widgets by se lecting Convert Crop to Image Firefox 1 5 are the supported browsers IE 6 is supported for viewing GS screens only E NOTE Internet Explorer 7 and above and 10 4 1 7 More Widget Editing Selecting Multiple Widgets Multiple widgets can be selected by using
69. unit to restore from button A Select Another Unit Restore supports E2 controller types only pop up window Figure 5 48 opens and displays the navigation tree Choose the unit where the cur rent unit will restore from Expand the navigation tree down to the Unit level select the radio button of the Unit and then click Select After configuring e If restoring backup from another controller the pro tocol type of the source controller must match that of the target unit Controller models must also match BX to BX RX to RX etc e If the source and target controllers have different 58 e Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 firmware versions the following rules will apply Backup Setpoint File Firmware Version Between 2 10 Greater Than and 2 80 2 80 Less Than Between 2 10 and 2 80 Greater Than Upgrade 2 80 Table 5 4 Setpoint File Export and Firmware Version Upgrade or Downgrade Target Controller Firmware Version FAIL Upgrade or Downgrade 5 6 8 Retrieve Logs Retrieving logs shows a historical view of inputs and outputs of the applications you choose retrieve logs on which creates a history of records of the in puts and outputs for that application Two types of log retrieval are e By Application Type Retrieves points with logs from the selected application type e By List Retrieves only the points with logs from a previously made list If you are at the director
70. when associated screen creatorUserld The database primary key for the user that created this screen a number screen author Textual description of who wrote this screen This will be the User Bean first_name and User Bean last_name in most cases For system screens it will usually be Sys 99 tem screen version Site Manager version that this screen was created in is valid for GS Screen schema that this screen was created in is valid for screen externalUrl External URL for this screen if any defined Table 10 7 Screen Information Parameters screen schema Point References for Image Circuit Status and Zone Circuit Status Widgets Add Widgets Figure 10 36 GsImageCircuitStatus and GsZoneCircuitStatus Menu from the Add Widget Palette 124 Site Manager User Manual For both the Image Circuit Status and Zone Circuit Status widgets only the Alarm Out and Defrost points can be associated with these two widgets in this order 1 Ist point reference is ALARM OUT 2 2nd point reference is DEFROST H Point References o M 1 M STANDARD CKTOL ALARM OUT STANDARD CKTO1 DEFROST Figure 10 37 Point References Section The Image Circuit Status and Zone Circuit Status widgets have color indicators that will change based on the point being in alarm or defrost For example Zone Circuit Status can be used to cover a zone or area on the floor
71. within the date you specified Export options are available at the bottom of the page This allows you to export current page informa tion into different output formats such as Excel Spreadsheet HTML and PDF Select the format from the Export drop down and select whether to ex port All activities displayed or only those Not Com pleted Failed and Partially Completed activities 18 Site Manager User Manual You can also choose to export all details of the ac tivities by clicking the checkbox Click the Export button to begin the download Export Not Completed ai Activity History with details C to Excel Spreadsheet S ll Excel Spreadsheet Not Completed Figure 4 6 My Activity History Results Export Options On the File Download window click Open or Save to continue with the download NOTE Only the columns currently shown on the page will be exported during file download Enable or disable column headers to show or hide them during download can be specific to a directory unit or site For example if the user right clicked on a directo ry site unit or control system in the naviga tion tree results will be shown for the item selected E NOTE The activity history that you perform Test 1 Add Site More Directory Tasks Ki Forward Advisories Loi View Historical Advisories Activity Tasks G Backup Gi Firmware Tra A My Activity History G Obtain Contro amp My Pending
72. your GS Screen choose the points from the Navigation Tree and they will auto matically appear under the Point References head ing at the bottom of the Image Editor 7 Click OK at the bottom of the Properties window 8 To save the GS screen click the save icon save in dicator at the top right of your screen or click Save from the GS Screens drop down menu on the tool bar at the top of the screen A Save GS Screen win dow opens and will ask you to name your GS Screen Enter a name for the GS Screen and click OK Once you have saved the GS Screen the save icon will disappear Exporting and publishing the GS Screen can be done from the GS Screens drop down menu 9 After creating a GS Screen toggle the button to Run mode to see the GS Screen become active and show real time values 10 2 2 Run and Edit Modes Edit If you are adding or creating a GS Screen you are automatically in Edit mode when you first ar rive at this page The Run button indicates that you are in Edit mode When the button reads Edit you are in Run mode Run mode shows the GS Screen operat ing in real time Toggle this button to go back and forth between modes These buttons are displayed to the left of the Logout button along with a GS Screens drop down menu Note that IE 7 and above and Fire fox 1 5 are the supported browsers IE 6 is supported for viewing GS screens only Run After a GS Screen has been created and you arrive at a saved GS Sc
73. your GS Screen choose the points from the Navigation Tree and they will auto matically appear under the Point References head ing at the bottom of the Image Editor 9 Click OK at the bottom of the Properties window 10 To save the GS Screen click the save icon k save indicator at the top right of your screen or click Widgets and Creating GS Screens Save from the GS Screens drop down menu on the tool bar at the top of the screen A Save GS Screen window opens and will ask you to name your GS Screen Enter a name for the GS Screen and click OK Once you have saved the GS Screen the save icon will disappear Exporting and publishing the GS Screen can be done from the GS Screens drop down menu 11 After creating a GS Screen toggle the button to Run mode to see the GS Screen become active and show real time values 10 4 1 2 The Add Widgets Palette This palette offers a list of custom widgets that you can use to create your GS Screen Begin building your GS Screen by selecting pre existing widgets from the floating Add Widgets palette or click Image Library from the GS Screens drop down menu to open a list of more widget options located under user or system directories You can also install your own widgets by loading them into the Site Manager server file system and create your own directories to store your widgets The supported file types are jpg gif and png Once a widget has been placed on the GS Screen ri
74. 026 1012 Rev 6 28 OCT 2013 Site Manager User Manual Site Manager ann 7 _ i a e ka ei j i EI if Ira STO enecbataenwflewegncng il Nie kA CHE Pa ae LIITILG recnnomodies S EMERSON et eLnnlianinag Climate Technologies Emerson Climate Technologies Retail Solutions 1065 Big Shanty Road NW Suite 100 Kennesaw GA 30144 Phone 770 425 2724 Fax 770 425 9319 Table of Contents L WELCOME TO SELLE NERVEN 1 bb MPO E EE l ba E PO EE l Ioe o EE ACTRITE a E EE E do EEEE E E l EA CONNECTIONS E l Ba e 2 Z GW URW BEV EE 3 2l WHAT SITE MANAGER CAN 120 EN S Deg BA TC E E 3 E S E Pee re REE TREE PPE E CIN Orta Cte ort See eT TE E tee eer er nee A ner er ere ner eer 3 2 2 1 1 Tips for Narrowing Your Search Criteria ccccssssseesscesescecccsesesaneesssssccseceecaccecenecccesesaccsnsecensceseececsesesssacccnesaceesenecsenees 4 E OC E a A E E E E E A 5 E E E 5 Dy OO VOWS CVS asses eos os tps gad sagen E AEA 5 E E 5 Ze EE 5 SE OI E 5 SE EE 6 ZS SON MANAGER INTERPA e T SE IVECO EE K Di EE EEN K E E E E 9 E IVETE E 9 3 TCLADMINISTRATOR FUNCTIONS eeteeebeeteeEe eeh 10 Sele FEATURE LICENSING AND REGISTRATION egene 10 E E 10 DE sx ZU VE E 12 Dede VAC CISTI EE 13 3 14 Maintenance parades amp Lech Support Licensing esac sais vaccinia stasis eaaiescuuineeteichatbeaes tmensnineesiaiaiereeoaaeesemnomes I3 3 1 4 1 About Maintenance Upgrades amp Tech Support Licensing and Keys 13 3 1 4 2 About Feature
75. 4 gt Gc 4 Fereware vezedek 7 000 4 DDACR Wied Jan 05 15 10 EST 2011 E Transi Dain i Fit Piima E2 S140 205 lnL mae phg Language Denpi Brigh Language Tee L Figure 6 35 Configuring Firmware Apply from Activity Startup Page The Firmware Apply activity is designed to only allow Run Now without the option for scheduling fu ture time or date no Run on Schedule option gt Activity Startup a Gei Fun Heu Details Typs whelect A Type Setpoint Brasde saat Retrieve Logs Refresh Deler List Obtain Controller Information Firmware Transtar Figure 6 36 Setting Firmware Apply At the start of running the Firmware Apply activi ty a Control System Inventory will be performed on the Control System targeted for Firmware Transfer 6 3 1 Firmware Apply Deployment Firmware Apply deployment may be accessed from the main navigation tree at the control system level Figure 6 35 or from the Schedule Manager by selecting the Firmware Apply activity from the drop 74 Site Manager User Manual down list Figure 6 36 The targeted control system on which the firmware apply will take place must be selected using the tree under Configuration Figure 6 35 The firmware package status target control sys tem name version last transfer date language de scription language type and controller type will be displayed for the selected control system if the firm ware was transferred from Site Manager onl
76. 5 16 17 18 19 20 21 2223 A Clear 10 15 20 25 303540455055 All Clear Figure 4 39 Example of a Scheduled Activity Calendar Based e Months Users will have the option to multi select any month months from January to December This selection is only visible for Days of Week and Days of Month calendar schedules Days of the Week Multi select any day days from Sunday to Saturday This selection is only visible for Days of Week calendar schedules e Hours and Minutes Hours multi select any hour hours from 0 to 23 Minutes multi select any minute minutes from 0 to 55 in 5 minute increments Or select the All button instead of manually clicking on each option at the end of each selection Clear any selections by clicking on the Clear but ton Menus e 31 4 2 4 2 User Schedules Scheduling Setpoint Broadcast When store hours change or special events occur scheduling a Setpoint Broadcast can send data to mul tiple groups sites and or multiple controllers at one site and provides the ability to send setpoint and pa rameter information across a single enterprise To schedule Setpoint Broadcast refer to Section 4 3 2 Setpoint Broadcast Scheduling Retrieve Logs Retrieving logs shows a historical view of inputs and outputs of the applications you choose retrieve logs on which creates a history of records of the in puts and outputs for that application For scheduling Log Retrievals enter
77. Activities G Retrieve Logs S Admin Activity History Hd Admin Pending Activities Configure Figure 4 7 Navigation Menu Active History 026 1012 Rev 6 28 OCT 2013 4 2 Admin Tools Menu 4 2 1 Setup Site Manager Setup is found under Admin Tools on the menu bar Figure 4 8 shows the menu when expanded dminTools Activities Help Setup User Manager Pending Activities Group Manager Activity History Directory Manager Schedule Manager Site Manager Send Email Service Provider Manager Figure 4 8 Admin Tools Menu Expanded view shown Setup contains the following choices for the ad ministrator User Manager Group Manager Directo ry Manager Site Manager and Service Provider Manager S Menu Admin Tools e Setup Pending Activities Activity History Schedule Manag er Send Emai Administrator level functional ities are executed from this menu such as administrator activity his tory searches viewing adminis trator pending activities and assigning user levels and access rights If Setup is clicked from the Admin Tools menu the menu appears on the main window with active links to each function Admin Tools Menu 4 2 1 1 User Manager The User Manager lists all users in the database From the User Manager page you can select a user to edit delete a user or jump to the User Configuration page to add a user Le User Manager Add New
78. C COI ee 43 e E 44 Iade A COMM OL yy 1 CI oreo erste sce crassa E esacnsceepecione pang eeasasenes E T E 44 Se EE 44 EE 45 GEES 45 see CONTROL E 45 Did Conirol SYSTEM PI OD EE 46 Ia BLS ee OTTO Ce eee ee eee eee aE ae ee eee ee ee eee ae eae Ee eee een ee eee eee ee 46 EE Eegen 46 SE e Oly Receive OUI ON EE 47 SE CII E 47 Dilan HOMIE EE 47 DIZ AAA Application Eegen 48 EE EE 48 SoA La APPa On INSON a ee ee E EEA A E E E E en een eer eee eee 49 IIA APARO IPE F TODI OS aE E E EREE E E N EEE K 9390 EE EE K a T EUTG A ER E E E EE E E E 54 E TROL tars E EEE E ce ye eine ie E tc eta A EEE EA E E 54 Ios TIT E 54 5 6 2 1 Terminal Mode Keys E2 Controller Type Shown euer edeetegetaeet eiert Eege eeh 55 DO ODAN CONTO IN ONNAN ON aaen EEEE EE E EE E E 35 3 64 Refresh Eed 56 ENEE 56 SE E 37 vie Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 TO SS EE 57 5 6 7 1 Protocol Type Model and Firmware Version leegent egene 58 E CCT OV Eege 59 Iou Nod E F O ae E O E E E E E E E 59 30 9 1 Description File Upload tothe E2 Controller sine etodd apne a E AEE E Eea Taan 6l DOA Create Sepon Broad CAST rai ccittererstedectasragsha iE EE EEE EENE AE AE EE EEEE EE REA 61 ase E POS 550 EE 62 35 6 12 Controller Loss E 63 0 FIRMWARE UPDATE eene s eE ATRE aeiaai 65 E E E E E ECK 65 6 1 4 Adding and Deleting E 65 A WE AE N es E E E E E EE A E E S 65 Ceka Doe Ge e E E E A 67 Odla Adding and DP CCN Lanona OCS ENEE 67 ol ea AU Me Va e E 68
79. Control System Figure 5 2 Site Configuration Page the navigation tree to see the new site you add ed The Windows refresh button on the brows er will log the user off E NOTE Click the Refresh button on the top of 5 2 2 Add Directory To add a directory right click the Site Manager root menu at the top of the tree and click Add Direc tory or use the Directory menu from the navigation tree and click Add Directory on the More Directory Tasks flyout menu More Directory T g Add Directory Forward Advisori Delete Directory Directory Properties La View Advisories ce Edit Directory Activity Tasks Figure 5 3 Add Directory Menu 026 1012 Rev 6 28 OCT 2013 The Directory Configuration page opens Directory Configuration Name Parent Directory Address 1 Address 2 Country United States w City 7 State Province Region Alabama Zip Postal Code Cancel Figure 5 4 Directory Configuration Page Enter Name required field Parent Directory if applicable Active Status Address and Country information Click the Save button to save or the Cancel button to clear and exit the page 5 2 3 Directory Properties If Directory Properties is clicked from the navi gation tree the Directory Properties page opens dis playing the directories sites activities associated with that property configurables and property ad dress Every Directory wil
80. Enter the desired changes in the Name required field Parent Directory Address Country Voice Phone and Time Zone fields If United States is se lected as the country a drop down menu with all the states will be shown If another country is selected the State Province Region drop down menu will be changed to a blank text field to allow a name to be en tered in the field Click the Save button to save changes or the Can cel button to clear and exit the page S NOTE At the Site level in the tree Control a Systems can be added and deleted from this page Click Add Control System to open the Control System Configuration page Click the Delete link next to the control system you wish to delete Control System 5 3 4 Site Properties If Site Properties is clicked from the navigation tree under the More Site Tasks flyout menu the Site Properties page opens displaying the active con trol systems all Activities associated with that prop erty configurables and details about the site A site Properties Graphical Status Screens Control Systems cs Activities Activity Configuration System Configuration Backup Configure Advisory Purge Add Control System Admin Activity History Admin Pending Activities Log Purge Delete Site Firmware Transfer Configure Advisory Snooze Obtain Controller Information Configure Backup Retrieve Logs Confi Upload Description File My Activity Hist
81. F01_Firmware_Update pkg SY E2_2 11F01_Firmware_Update pkg a E2_2 12F01_Firmware_Update pkg T E2_2 60F01_Firmware_Update pkg E E2_2 61F01_Firmware_Update pkg I E2_2 62F01_Firmyare_Update pkg E E2_2 65F01_Firmware_Update pkg I E2_2 70F01_Firmvare_Update pkg SI E2_2 71F01_Firrmware_Update pkg 3 2_2 72F01_Firmware_Update pkg lt 3 EZE _4 00A09_Firmware_Update pkg 55 IKEA Afragola Controller 3 002 Ki MyE2_2 71F01_Firmware_Update pkg SS PackageBuildTool exe_ d ver2 51F01_Italian_Firmware_Update ph My Documents File name EZ 4 004509 Fenware_Update pkg Files of type All Files Figure 6 15 File Upload Window Clicking Cancel on the File Upload window will return you to the Add Language Package window Clicking Add New on the Add Language Package window will retrieve the selected package file vali date the selected file and add the language file to Site Manager The language package file must have pkg as the extension of the file name Language Packages E2 4 05 and above O AdiNew Odete Package Version Controller Type Package Name Lanaquace Description 4 05F01_E2e_zh CN pkg Chinese 4 05F01_E2e_ IT pkg aka 4 05801 E2 4 05801 E2 Figure 6 16 Language Package File List If the package file is valid it will be stored on the Site Manager file system and will return to the main Firmware Package Manager window with the up loaded file displayed under the Language Packages table stored on the Site Mana
82. Figure 10 33 Setting a GS Screen as Your System Home Page Graphical Status Screens Floor Plans e 117 10 4 2 4 Setting a GS Screen as Your Site Home Page Setting a GS Screen as the Site Home Page makes the chosen GS Screen as the landing screen for a giv en site control system unit application type or ap plication instance To set the Site Home Page while ona GS Screen click the GS Screens menu and click Properties On the GS Screen Properties screen click the Set as Site Home Page checkbox then click Save to save the GS Screen as your site home page To disable a site home page uncheck the Set as Site Home Page checkbox then click Save N GS Screen Properties Name Menu Display Name Description External URL Multi Association Expr Background Color Border Auto Scale Published Fi Set As Site Home Page F Author System Administrator Date Created Last Saved Tuesday May 24 2011 3 36 10 AM Site Directories Version 11 2 0A03 GS Screen Schema 2 Cancel Figure 10 34 Setting a GS Screen as Your Site Home Page 4a your system home page You can only have one system home page and have multiple site home pages Le one site home page for each of the following site control system unit application type and application instance E 7 NOTE The site home page is different from 10 4 2 5 Edit and Run Modes and Supported Browsers When
83. Figure 9 19 Site Time or My Time 96 Site Manager User Manual Date and time are indicated inside the red box on the cross hairs Left click and drag on the graph to zoom in Click once to zoom back out Mouse over the value s to the right of the graph to see reference information site name application and point information about that value Unchecking the Show Expanded Legend checkbox will display the point name and value only Click enable the Show full path point list checkbox to show the complete path name of graph points below the graph Line Colors and Styles To configure the color and style of each line used in the graph click the Graph Options icon A pop up window similar to the graphic in Figure 9 20 will display Set the desired color and style of lines from the drop down lists and click OK to apply Click Cancel to exit and return to the graph Dot Dash Dash Dot Dash Dot Dot CNC CNET INCE ENC L sl Figure 9 20 Graph Options Customizing Line Colors and Styles Refreshing Printing and Exporting Graphed Data Click Refresh Logs to refresh the points that have been logged Click ES to download log data into a spreadsheet Select Comprehensive to save the log data as xls file or Condensed to save as csv file To print the graph click Print Log Graph Ref erence information of points will show in the PDF output 026 1012 Rev 6 28 OCT 2013 9 5 Show Points on Rea
84. File 2 2 1 Search Criteria A search can be performed by entering criteria into the Search field on the main window see Section 2 5 Site Manager Interface for its location Searches can be performed for directories sites control systems units applications points service providers users menus and help items An attempt is first made to match ALL words searched for If no results are returned alternative word suggestions are provided Twenty 20 results are shown per page Prev and Next links appear and show previous and next pages Search results appear based on how close they match the criteria entered Directory To search for a directory the following criteria can be entered Name of directory city state code state name country code country name Overview e 3 Sites To search for a site the following criteria can be entered Name of site numerics are supported for ex ample you can search for Store Name 10 even if the actual name is Store Name 00010 city state code state name country code country name Control System To search for a control system the following cri teria can be entered Name of control system proto col IP Address site alias Unit To search for a unit the following criteria can be entered Name of the unit type firmware version Application Type To search for a application type the following criteria can be entered Name of th
85. Manager page Note that this Ac tivity can be scheduled but not recurring Running the Upload Description File activity now from the Activity Startup page Activity Startup J Run Now O Run On Schedule Upload Description File v Configuration J Site Directories 3 sam gv Test 3 VS Kethy 3 igh Test Box 1 EGRX 400 2 E2 Unt02 Select a Description file from the list or Select Browse to find a new one Description Fie To Upload t v Browse Reboot controler s after upload Figure 5 50 Uploading Description File from the Activity Startup Page Select the file that will be sent to the controller from the Description File To Upload list If the file to be sent to controller already exists in the database it will appear in the drop down list Ifthe file to be sent to controller does not currently exist on the server click the Browse button to locate the description file When Browse is clicked you can select a single dsc file to upload from a File Open Navigation Tree 59 popup and click Open to upload the selected file to the Site Manager server Only dsc files will be up loaded If the file name does not contain the dsc ex tension a popup error window will be displayed indicating that there was an invalid file type selected and that only file types of dsc are allowed Click OK on this popup to select the correct file from the File Upload window or click Cancel to return to the De scription File
86. Month or by custom date range Custom Range Filtering by Type groups advisories by Alarm Fail or Notice types Filtering by Status groups advisories by Acknowledged or Unacknowledged Bolded rows indicate active advisories Active advisories are advisories that are unacknowledged and have not returned to normal Live advisories can also be filtered by priority High Urgency Medium Urgency and Low Urgency High Urgency D Adwisories Medrum Urgency 3 Adwisories Low Urgency 97 Advisories gi Figure 7 8 Display Live Advisories Based on Priority Live Advisory View Advisories 79 7 2 Historical Advisory View The Historical Advisory View page displays the current advisories alarms fails notices warnings from the database in high medium and low urgen cies The Historical Advisory View is accessible from any location in the navigation tree from the right click menu The advisory alert icon refer to Section 2 5 gt A Historical Advisory View Site Manager Interface appears when a new adviso ry 1s received and can be seen from any page in the software Clicking on the alert icon will open this page so the advisory can be viewed Once the adviso ry has been viewed the alert icon will turn off until an other advisory is received The Advisory screen is accessible from any loca tion in the navigation tree on the right click menu or point properties menu and will look similar to Figure 7 9 High Urgency
87. NCY BYP Figure 5 28 Pointer Configuration Window Click OK to apply the setup and enable the point er Click Cancel to exit without saving Log Configuration Set up log parameters of an application instance by clicking the Log Configuration icon available only for points that have logs There are two possible types of log configuration analog and digital Infor mation related to the point will appear when the point is clicked Click OK to save or Cancel to exit no log configuration or alarm configuration set up yet Click on the grayed out icons to set up a log configuration or advisory configura tion for the first time E NOTE Grayed out icons appear when there ts Navigation Tree 51 Advisory Configuration Click the Advisory Configuration icon to set up advisory parameters for the current point This will configure advisories for this point only Each point that needs advisory configuration will be set up sepa rately Click OK to apply changes or Cancel to exit the window without saving Bypass Configuration If available click the Bypass Configuration icon to set up the bypass parameters The Bypass Con figuration pop up window will open Click OK to ap ply and exit this popup or Cancel to exit without saving changes 5 5 5 Application Type Properties An application type property is one type of appli cation that has been set up inside a unit controller Access to applic
88. Name Report 90 Live Advisory View 77 navigation 77 Locale Resource Message Keys 123 Log Configuration 51 Log Purge configuration of 87 Login 5 forgot ID 6 forgot password 6 Logout 6 M Maintenance Upgrades amp Tech Support Licensing 13 Manual Defrost 53 Menus 16 Admin Tools 19 My Info 16 My Pending Activities 17 My User Info 16 N Navigation Tree 7 41 levels 41 menus and icons 41 O Obtain Controller Information 55 Overview 3 P Pending Activities 28 column headings 17 Point Properties 92 Point Reference Information 122 parameter symbols 122 Point References 107 Point Status Information 120 parameter format 120 parameter symbols 120 Pointer Configuration 51 Points 91 actions configuring advisory snooze 93 configuring log purge 93 overriding 92 93 categories 91 display log graph 95 downloading log data 96 graphing range 96 site time my time 96 drop down menu 91 properties page 92 watch or graph logs of 93 Problem Sites Report Email 82 Protocol Access Level PAL 23 47 Purge Inbound Connections 83 Purging advisories 86 inbound connections 83 logs 87 R Real time Graph 97 Refresh Application 56 Refresh Point List 56 Refresh Units 57 Registration Software 10 Restore 57 from another Unit s backup Image 58 from backup Image from current unit 58 from file 58 Retrieve Logs 59 A Schedule Manager 29 display table column headers 30 header buttons 30 schedule categories 30 schedul
89. Now execute the activity immediately e Run on Schedule schedule the activity to deploy at a specified date and time 026 1012 Rev 6 28 OCT 2013 The deployment of the Firmware Activity is initi ated by clicking the Go button O Run Now 6 Run On Schedule a Figure 6 25 Click Go Button to Initiate Firmware Transfer Users have the option to select which transfer ac tivities will be executed whether to run firmware transfer only update language package only or both Run Firmware Transfer Now To run the Firmware Transfer Schedule now Figure 6 23 1 Select the Run Now option on the Schedule Manag er page 2 Make the appropriate configuration option selec tions Directory Site and Control System Site Directories EI 4 2ldate 1 iren L l gt Test Figure 6 26 Configuring Transfer Application 3 Under Firmware Transfer Selections Figure 6 27 enable the Perform Firmware Transfer checkbox then select the appropriate firmware package under the Firmware Selection drop down list Firmware Transfer Selections Z Perform Firmware Transfer Firmware Selection 3 05F01 4 05F01 Downgrade Allowed No Figure 6 27 Select the Firmware Package to Transfer 4 Select whether a downgrade will be allowed Fig ure 6 27 If the firmware selection is a downgrade for the selected control system and it 1s acceptable for the downgrade to occur select Yes If No is se Firmware Tra
90. PackageBulldTool exe_ TS ver2 51F01_Italian_Firmware_Update pk v gt Clicking Cancel on the File Upload window will return you to the Add Firmware Package window Figure 6 5 Firmware Package Manager Add Firmware Package Click Browse to select an existing local file to upload to Site Manager Select File To Upload CiFumwere TestE2_4 05F01_Finwere_Update pkg EI Add New Figure 6 7 Add Firmware Package Window Clicking Add New on the Add Firmware Package window Figure 6 7 will retrieve the selected pack age file validate the selected file and add the firm ware file to Site Manager The firmware package file must have pkg as the extension of the file name Firmware Package Manager Firmware Packages O Add New Firmware Version Cortrofier Type Firmware Package Name oO 3 05FO1 2 4 05F01 g 3 05F 01 E2 Language Description Language kientifier E2_131 205469 082013_frmware pkg English 1 E2_131322761Mer082013_firmwarepkg English 1 Figure 6 8 Firmware Package Manager If the package file is valid it will be stored on the Site Manager file system and will return to the main Firmware Package Manager window with the up loaded file displayed in the table of firmware files stored on the Site Manager server file system The package file will display in the table under Firmware Version Ifthe package file is not valid you will be directed to the page with the firmware file error displayed ide
91. Point List 100 Terminal Mode HttpSessionProxy Activity 100 Table A 3 Privileges Vs XWEB Server Protocol Appendix A Group Privileges Descriptions and Protocol Access Levels 139 Index A Activation Feature 12 Activity History 17 column headings 17 Add Application Instance 48 Add Widgets Palette 107 Admin Activity History 28 view results of 28 Administrator Menus 19 setup of 19 Advisories 77 configuring purge 86 filtering 79 historical advisory view 80 live advisory view 77 Advisories Alert Icon 8 Advisory Configuration 52 Advisory Forwarding 84 Advisory Receiver Commission 47 84 Advisory Snooze configuration of 86 Application Instance Properties 52 manual defrost 53 Application Setpoint Group 38 40 Application Type Properties 52 Associating GS Screen 103 B Backup 54 configuration of 87 database 14 Bulk Site Name Report 90 Bypass Configuration 52 Bypass Controller Security 23 C Configuration 86 advisory purge 86 advisory snooze 86 93 backup 87 log purge 87 93 purge history data 29 Connection Verification Report 82 Control Systems 45 adding new 26 44 assigning security settings 47 configuring information 46 Control System Configuration page illustration of 44 deleting 46 editing 46 properties 46 Create Setpoint Broadcast 61 D Delete Application Instance 48 Directories 42 adding new 25 42 configuring information 25 43 deleting 25 43 Directory Configuration page illustratio
92. Properties section enter a widget label or name that you wish to appear on the screen Click OK to save or Cancel to exit the widget properties screen Select a point from the navigation tree to use as the point reference by clicking the point checkbox Se lecting a point reference enables Site Manager to identify which tree level the feature or function will Widgets and Creating GS Screens be called from and or applied after saving The point reference selected will appear under the Point Refer ences section Once you are done editing click the save icon or the Save option from the GS Screens drop down to save the GS Click Run at the upper right hand corner of the screen or click the name of the GS from the navigation tree to run the screen Graphical Status Screens Floor Plans e 113 BEE oa O Een E e businessAction MonitorCommissioningRFDActivity referenc MonitorCommissioningRFDActivity eld 0 controlsystemID referenceTreeLevel 2 referenceNam e 0 csName businessAction GetLiveAdvisoriesCSLevelActivity reference Live Advisory View GetLiveAdvisoriesCSLevelActivity Id 0 controlsystemID referenceTreeLevel 2 referenceName 0 csName businessAction GetLiveAdvisoriesUnitLevelActivity referenc Live Advisory View GetLiveAdvisoriesUnitLevelActivity eld 0 unitID referenceTreeLevel 3 referenceName 0 unit Name E businessAction BackupSiteActivity referenceld 0 siteID
93. RCUITOO Refr HONE Notices 1 ON NETWORK OVERVIEW IO0Het Moddus 2 Echelon EN SUC GHP NONE 22 0 CAP 100 CONDENSER001 NONE STAGES 1 208 0 Sensor Ctrl Value Cnd THIS CONTROLLER ANALOG SENSOO1 HONE OFF Model AX 408 00 DIG SENSOR OM DFF DFF Unit 14 IP 10 212 237 232 F1 F V Rev 4 00817 On Controlled fy Discharge Status Fan s On Fi SUCTION F2 CONDENSER F3 CIRCUITS Fa SENSORS Figure 5 38 Terminal Mode Screen On An E2 Controller 5 6 2 1 Terminal Mode Keys E2 Controller Type Shown The keys listed in Table 5 3 can be found under neath the terminal mode screens for an E2 and will vary depending on the controller type you are using Keystrokes are sent directly to the controller which gives you control right from your desktop as if you were using the keypad on the controller Function Function Function y for RX for BX for CX K F Group e Standard and Case Circuits F3 B Sensor Con Sensors Sensors trol and Power Mon itoring Help key Help key Help key Opens the Opens the Opens the online help online help online help Table 5 3 Front Panel Function Keys For an E2 Executing Activities CLD Log In Out disconnect Alarm key Opens the Advisory Log where alarms can be viewed Home key Opens the E2 Home screen Menu key Opens the Main Menu screen Back key Takes the user back to the previous screen Log In Out key Opens the User
94. Range 96 Group Manager 21 adding new 22 assigning privileges 23 assigning security settings 22 bypassing controller security 23 configuring information 22 deleting 24 editing 22 page illustration of 21 Protocol Access Level 23 GS Image Circuit Status 124 GS Image Property Editor 109 common properties 110 GS Images menus and icons 116 GS Screens actions associating 103 142 Site Manager User Manual deleting 103 disassociating 104 exporting ZIP 101 importing ZIP 104 properties 105 publishing 103 saving 102 adding 106 edit and run mode 118 Image Library 107 privileges 99 site home page setting up of 118 system home page 117 setting up of 117 widget parameters 119 locale resource message keys 123 point reference information 122 point status information 120 screen information parameters 123 widgets 107 add widgets palette 107 behavior 131 context menu properties 108 image property editor 109 linking screens 110 111 point references 107 points headers values 132 properties menu 131 summary screen 130 visibility 108 GS Zone Circuit Status 124 H Help Menu 8 Hide Nav Frame Checkbox 16 20 Historical Advisory View 80 column headers 80 I Image Library 107 Importing GS Screen 104 import results 105 Interface 7 menus and tools 7 L Language Package File 67 Licensing 026 1012 Rev 6 28 OCT 2013 feature 13 Maintenance Upgrades amp Tech Support 13 List Power Builder 89 Bulk Site
95. Sales Order A valid Sales Order number for the purchase of the activation license is required To purchase a license and obtain a Sales Order number please contact customer service at 770 425 2724 Virtual Server OD A Ves No ves O wo Specify if the web application server is a virtual machine by selecting the Yes or No radio tton Company Name My Company The following characters are not allowed for this field 1 8 lt gt 123 Main St Suite 410 Your Town State 12345 Address J Doe The following characters are not allowed for this field amp lt gt Email Address jdoe mycompany com Confirm Email e e Adina jdoe mycompany com 111 222 3333 Phone Number This is a test Additional Information Please be sure the information is correct before submitting registration Information discrepancies will delay the registration process Allow at least 1 business day after the registration submission for your request to be processed Submit Regstration Figure 3 5 Product Activation License Registration Information Page Your information will automatically be sent to Emerson Retail Solutions If successful a confirma tion window Figure 3 6 will open to notify you that your registration information has been sent Feature Licensing and Registration 6 Click OK and you will return to the Feature Licens ing page Registration Licensing Product A
96. The default setting is Graph Show Label Location on the widget where the label will be displayed Show Value Select whether to display the actu al values or not and lets you select where to display values on the widget Width of the bars in pixels The default value is Auto which means the bar width will adjust au tomatically based on the number of bars displayed Bar Width The lowest number that the Y axis can display if cannot be deter mined automatically from setpoint values The highest number that the Y axis can display if cannot be deter mined automatically from setpoint values Minimum Value Maximum Value The line color of the low limit Line Color for Low Limit across the graph from left to right Default color is blue Table 10 12 GsBarGraph Specific Properties 128 Site Manager User Manual Line Color for The line color of the high limit High Limit across the graph from left to right Default color is red Reference for Low limit reference point on the Low Limit Y axis Reference for High limit reference point on the High Limit Y axis Table 10 12 GsBarGraph Specific Properties Use the legend on the right hand side of the graph to reference the points associated with each bar GsSlider View and change the setpoint setting of a point ref erence using the GsSlider widget The GsSlider wid get has a slider control bar that can be moved up and down to adjust set
97. To access Groups click on Admin Tools for the drop down menu this menu can only be accessed by admin level users e To access advisory menus and setpoint broadcast click on Activities for the drop down menu To access the online help system click Help for the drop down menu 2 5 4 Main Window The main window of the Site Manager is located to the right of the Navigation frame and takes up most of the space on the screen Mouse over the name of the menu you would like to select and the drop down menu will appear Select the desired menu item by clicking on it This will open the page in the main window followed by the links Version 2 0 User System Administrator Logout Server Time Fri Aug 12 04 02 42 PM EDT 2011 Figure 2 9 Main Window Site Manager Interface Overview 9 3 TT Administrator Functions 3 1 Feature Licensing and Registration Site Manager has basic and extra features that are activated by obtaining a license To obtain trial and other licensing you must first register the software A license key must be entered to activate the de sired feature A Maintenance Upgrades amp Tech Sup port license key activates basic features and the feature license keys activate special Site Manager plug in features Keys are entered when the program is first started The software feature activation page is accessible from the Help drop down menu The Feature Acti vation menu item will only be visibl
98. Upload screen Once the file is selected the file will be uploaded to the Site Manager server and you will be redirected to the Schedule Manager page previously viewed and the file will be added and selected to the list of available files in the Description File To Upload drop down list Choose File to Upload Look in B Description Files DI Q Ce E 4 iprodac4 dsc My Recent E mrlds dsc Documents e Za File name R fan Files fC v Files of type Ean Figure 5 51 Browse a Description File 60 e Site Manager User Manual Selecting Run On Schedule will open the Sched ule Manager page where you can configure the activ ity 0 Schedule Manager J All schedules are based on the server s time zone GMT 05700 Eastern Standard Time America New_York EST 0ST a Zei Now S Run On Schedule sm Run mar Details Name Type Schedule One Time Only GMT 05 00 Eastern Standard Time America New_ York EST DST Rua Once Start Date Time 03 25 13 11 52 PM ze Will only rum opce at this date time successful Select a Description file from the list or Select Browse to find a new one Description Fle To Upload t t v Browse JIEZRX 400 2 E2 Unt02 Reboot controler s after upload Figure 5 52 Scheduling Upload Description File Enable the Reboot controller s after upload checkbox to automatically restart the selected control lers after the uploa
99. User Manual Table 10 3 lists all the menu icons and tools asso ciated with System and User Images folders Open Enter Opens user image in separate window Download Saves user image to a location on computer drive when saved al lows image editing etc or opens image in separate window Reload Ctrl E Reloads and refreshes the contents of win dow to show up changes recently made to image library kal Expand Ctrl gt Expands folder to ep show its contents E Collapse all Collapses folder to Ctrl hide its contents Changes name of user Rename F2 e image Set the Index number for a background 1m age to 0 zero and any image that will appear on top of the back ground image to a number greater than 0 zero so the correct stacking order will oc cur Delete Delete Key Remove All Table 10 3 Image Library Menu Icons and Tools Deletes user image click Yes on prompt ing window to delete image or No to return to the tree Erases all filenames from list at once but will not remove file from the database or tree if it has been up loaded successfully Click the green check mark to erase the file name from the list this will not remove the file from the data base or tree Click outside the menu to close and view the file in the tree 026 1012 Rev 6 28 OCT 2013 New Folder Creates a new user Ctrl N folder in the tree that can be named Opens Choose File window wher
100. a Main tenance Upgrades amp Tech Support license key Only new users will need to enter this key As the one year renewal period approaches a reminder window will appear and prompt you to renew the Maintenance Up grades amp Tech Support key Contact Emerson Retail Solutions Customer Service for renewal 3 1 4 1 About Maintenance Upgrades amp Tech Support Licensing and Keys Basic features require a Maintenance Upgrades amp Tech Support license key that will need to be re newed yearly and include features such as user info pending activities activity history setup obtaining controller info adding editing and deleting directo ries sites and control systems and some administra tor functions IT Administrator Functions 13 For features such as backing up sending reports forwarding and viewing advisories setpoint broad cast accessing the online help system firmware transfer and more a Site Manager license is needed for activation Additional plug in features will need specified keys for operation Contact Emerson Retail Solutions 770 425 2724 with your Hardware Fingerprint information for ac quiring the license key Contact Technical Support for instructions on entering keys As the one year renewal period approaches a re minder window will appear to prompt you to renew the Maintenance Upgrades amp Tech Support license key Contact Emerson Retail Solutions Customer Ser vice 770 425 2724 f
101. a name and choose whether the log retrieval should be run now or on a schedule Select the type of Schedule one time only at intervals or calendar based Schedule Manager A All schedules are based on the server s time zone GMT 08 00 GMT 08 00 OO run On Schedu le Apply Save Cancel Run Now un Qi Summary List Start Date Time 10 03 12 9 38 PM M7 End Date Time Figure 4 40 Scheduling Retrieve Logs Scheduling Retrieve Logs From List One or more appropriate selection of lists can be chosen when the Retrieve Logs From List is selected Only the points with logs that are included in the pre viously made list will be retrieved Click Run Now gt Go to run the activity immedi ately or save the schedule configuration to be run later on a schedule Run On Schedule 32 Site Manager User Manual Click the Power Builder link to open the List Power Builder window 28 Schedule Manager ER All scheduieg are based on the server s time rone CAT 5 00 Eastern Stapdnr 2 Run Mow XI Run On Schedule Details Name Enabled E Retrieve Loga From List ks O Run Gece ZC nterval Bugeg Calendar Based Start Datw Time gwada A 242 PM si Ead Ditea Time m Every Day rga LA Days of Honth Hours 0123436789 1011 I 13 18 13 16 17 LR 19 20 ZIL d tS AN C
102. a specific location on your computer File Download EN Co Some files can harm your computer If the file information below Dn looks suspicious or you do not fully trust the source do not open or save this file File name Sample G5 Screen zip File type Wire ip File From cpedevsrm iz Would you like to open the file or save it to your computer Open Cancel More Info MW Always ask before opening this type of file Figure 10 9 Download GS Screen File 6 If you click Save the Save As dialog will be dis played allowing you to save and download the ZIP anywhere on your computer A File Download win dow will also open to show the progress of the download to the chosen location After the down load is complete simply close the File Download window sion Schema and screen imports will not be al lowed If the version does not allow for an import the users may still use the ZIP to cre ate the screens manually by unzipping the file and us ing the parts TY sm schema and sereen ipa tb 10 3 2 Saving the GS Once you have created a GS Screen save by click ing Save from the GS Screens drop down menu or click the save icon in the upper right hand corner of the screen View JSON Source Export Zip Save Image Library Delete Disassociate Properties Figure 10 10 GS Screens Save Menu 026 1012 Rev 6 28 OCT 2013 Name the GS Screen to save Explorer User Prompt E Sav
103. according to Unit e Source information shows parent controller from which controller the advisory was generated appli cation and property information about the advisory Clicking on this header will arrange Source column entries in alphabetical order e Priority details the level of urgency placed on the advisory high medium or low expressed as numer ical value e Status shows whether the advisory has been Ac knowledged or is Unacknowledged Click on this header to arrange advisories alphabetically accord ing to Source e Advisory Message column reports an explanation of the advisory Click on this header to arrange ad visories alphabetically according to Advisory Mes sage e Advisory Limit reports on the high or low limit the advisory exceeded that generated the advisory e Property Value shows the property name of the ap Advisories 77 plication from where the advisory was generated e The Select All and Select None buttons allow you to choose all advisories or deselect clear all with one click The number of selected advisories is always displayed under the urgency buttons Advisories that are selected are highlighted e Right clicking an advisory opens a window that pro vides access to expanded information detailed in formation about an advisory including status priority messages and more and a terminal mode window Occurrence Date All 05 05 2009 07 13 05 05 2009 07 02 Expanded Inf
104. ader Head ers Currently it is defaulted to the name of the point but can be changed The third text box will be the value of the point Val ues e Ifa GS screen is created at the application type level and the GsAppSummaryTable widget is selected points should only be added for that application to the widget Points may be selected from the tree prior to select ing the widget and the points will be pre filled in the widget properties If invalid points are selected the columns will ap pear but the data will not A will appear for all points that cannot be resolved similar to the follow ing image under OAT OUT and REFR PHASE LOSS columns ACTIVE SETPT DEFROST OAT OUT REFR PHASE LOSS 2 2 lon Figure 10 55 Widget Summary Matrix e If no points are valid for the application type the widget will not appear during Run mode e The Header and Value may contain any replaceable parameters just like GsText and GsTable based wid gets but the point reference index must always be 0 in each column and the system automatically fills in the proper point index at Run time If using replaceable parameters for the header col umns the point data used will be from the points found the first row found this might be useful for specifying the unit name control system name and 132 Site Manager User Manual more as part of a column header e The n
105. ager page Once the Firmware Transfer has been initiated the Activity Status page will open and show the progress of the activity and all unit revisions are confirmed 6 2 1 Downgrading Firmware Downgrades will be allowed if the Downgrade Allowed drop down Figure 6 28 is set to Yes on the configuration page but a warning will appear in the Activity History page when a unit is receiving a pack age that will be a downgrade to its firmware If there are any units on a particular Control Sys tem that will be downgraded the entire Control Sys tem will be considered a downgrade Additionally if the Downgrade Allowed drop down was set to No the firmware will not be transferred to any controller on this Control System The firmware will be transferred to the gateway unit and then the gateway unit will be instructed to transfer to any other units that are members of the control system one at a time 6 2 2 Updating Language Package Language package files of supported controller units can be updated by enabling the Update Lan guage Package checkbox Figure 6 29 from the configuration page selecting the language file from 026 1012 Rev 6 28 OCT 2013 the Language Package drop down list and selecting the target control systems where the update will be ap plied The language package update activity can be run exclusively or as a sub activity of Firmware Transfer via the Firmware Transfer Scheduler Fig ure 6 32 Languag
106. ail address Open the Forward Advisories page by clicking on Forward Advisories from any tree level right click menu or from the Activities drop down menu gt Ac tivities gt Forward Advisories N Add New Ed Delete Name Description test Figure 7 17 Forward Advisories Page Click the Add New button to set up forwarding to a new address or to edit an existing address click on the address in the box if one is present it will be vis ible and it will take you to the page below Email O uaRrD A Advisory Types to Forward at least one must be checked Fail Alkin Notice Figure 7 18 Edit Advisory Forwarding Choose what kinds of advisories will be sent via e mail by activating the Fail Alarm or Notice check boxes If advisories that have been returned to normal Forward Return to Normal Advisories or dupli cate advisories should keep being sent Forward Re peat Duplicate Advisories activate those checkboxes Give the advisory forward a unique identifier in the Name field Because multiple forwarding instanc es or profiles can be set up you can distinguish them and indicate a purpose description for each one 84 Site Manager User Manual Description is an optional field for indicating what the advisory forward is for its purpose For ex ample Notify all west coast supervisors of compres sor failures Select English or Spanish for Language
107. ail address was entered NO EMAIL SETUP will appear in red text Users will have two notification options available e When Online A popup message will be presented if you are logged into the system at the time the mes sage is sent out e Via Email An email will be sent to the specified users email addresses The message will include the name of the sched ule type user and status To close the popup click OK Both an email and popup messages can be sent to users Enter additional email addresses and separate them with commas if more than one e mail is en tered Emails will be validated and the system will prompt you if the syntax of an email address is not correct Configuration Test Send checkbox When Setpoint Broadcast is set as the type of Schedule When this box is checked a Test Send will perform all steps of an actual setpoint broadcast except it will not actually execute the send The message in red as shown in Figure 4 51 Activities Menu next to the Test Send checkbox will notify the users that selecting the checkbox will not actually send the values Configuration V Test Send if checked values will not be changed Retry on failed targets Application Setpoint Group Add New 2 Edit Delete 5 Rename 7 Summary Name Type Figure 4 51 Test Send Checkbox Test Send if selected will connect to the device and retrieve any information need
108. all users of the system Allows user to modify any public list of points that was created Allows user to remove a list of points that was created and will no longer be visible to all users of the system Allows user to purge activity history in the database Send Email Ability to download Setpoint File from the controller Retrieves all information possible for current level Back up one or more controllers at a given level Retrieves log data for various diagnostic information types from the con troller Shows the native UI for the current controller Retrieves Point Logs for current level requested Allows user to choose to store a certain number of advisories in the system for the tree node selected Utility Group Ability to send a Description File to a controller Ability to remove Description File from a controller Transfer firmware to a set of controllers Restore setpoints to a controller Allows user to set a snooze duration for the selected node in the tree Appendix A Group Privileges Descriptions and Protocol Access Levels 137 Allows user to choose to store a certain number of backups in the system PER for the unit selected Edit Application Instance Edit an application instance which will be saved on a controller Get Live Advisories Allows user to use the retrieve advisories for the controller Allows user to start a defrost for a freezer or refrigerated case that is out Manual Defrost nag sid
109. and Edit users from the User Configuration page Enter Login ID Name e mail address user group security type available when LDAP is set as the overall security type and time zone informa tion Use the calendar to set the user expiration date leave blank for no expiration Click Save to store changes or Cancel to exit without saving and return to the User Manager page Assign user levels and access rights to those levels by using the Group Manager Checkbox Section e If the Show GS Screen Edit Tool checkbox is en abled the GS menus will become visible on the right click Navigation Tree menu Click the Save button at the bottom of this page and refresh the Navigation Tree for changes to take effect If the Enable System Home Page checkbox is en abled it will set the GS screen you choose as your system home page as indicated by Current Home Page on start up If the Hide Nav Frame checkbox is enabled the navigation tree will be hidden each time you log in The selected Home page can now be viewed on a full screen Engineering units can be set to English or Metric depending on the unit of measure the user requires Press the English Units button to set all fields to En glish and the Metric Units button to set all fields to Metric Click Save to store the settings and exit the screen or Cancel to cancel changes and exit the screen If LDAP is selected during the installation of Site Manager Local Security
110. and clicking Delete A confirmation window will open and ask if you are sure you want to delete the site Click OK to delete No to stop 4 2 1 5 Service Provider Manager To manage service provider information go to the Service Provider Manager page under Admin Tools Add a new service provider by clicking Add New This will take you to the Service Provider Configura tion page where all information about the service pro vider can be entered Erase service provider information from the data base by selecting a service provider from the list and clicking Delete 026 1012 Rev 6 28 OCT 2013 Edit service provider information by selecting a service provider name and clicking Edit This will take you to the Service Provider Configuration page where service provider information can be edited View contact details about each service provider by selecting a service provider name and clicking Properties This will take you to the Service Provider Properties page that will show details about the se lected service provider SR Service Provider Manager Add New Service Provider Name sp Sort Ascending Sort Descending HEE Columns Figure 4 27 Service Provider Manager Page Click the Service Provider Name header for a quick sort or click the drop down arrow to open the sort menu Service Provider Name Y sp Z Sort Ascending Sort Descending EH Columns V Service Provider Name Figure 4 28 Sort Se
111. anel and then select the setpoint file to load eene e from the Select File To Upload drop down list If you want to restore from a local setpoint file click the Browse button locate the setpoint file on your computer and click Open Note that only setpoint ome files with the E2b extension name can be uploaded otherwise an error message displays If Site Manager finds a duplicate file name in the da tabase a message window will display and ask if Figure 5 47 Restore Unit Page you want to overwrite the old file Click Overwrite to import the setpoint file and overwrite the old file To restore a unit choose the configuration of the or Cancel to cancel file import After configuring Restore activity Restore click Go e Restore from a backup Image from the current An activity status page opens with 4 ere bar unit Restores the current unit using the backup file that shows the status of the Restore activity and the chosen from the list of backed up setpoints Click percentage of completion the radio button of the backup that you wish to re ies 5 6 7 1 Protocol Type Model and store to the unit and click Go to Restore Version Matchi Irmware Version Matcnin e Restore from another Unit s backup Image Re g stores the backup file from another controller to the e For Restore activity to proceed the protocol type of current unit To restore click the Select another the controller to restore must be supported Note that
112. anguage Packages E2 4 05 and above O Add en Delete Package Version Controller Type Package Name Language Description 4 05801 E2 4 05F01_E2e_zh CN pkg Chinese 4 05801 2 4 05F01_E2e_t IT pkg Italan Figure 6 3 Firmware Package Manager Page NOTE Language package files are update files separate from firmware packages that provide support for other languages in E2 Language packages can be uploaded and or deleted from the Firmware Package Manager page and are available only for E2 controllers with firmware ver sions 4 05 and above 6 1 1 Adding and Deleting Firmware Packages 6 1 1 1 Add Firmware Under the Firmware Packages table Figure 6 4 click Add New to upload a firmware package to Site Manager Firmware Package Manager Firmware Packages HE Firmware version Controller Type Firmware Package Name 3 03F01 4 03F01 E2 E2_101312127Feb052013_firmwa 3 02FN2 4 02FN2 E2 E2 134931107Feb052013 firmwa Figure 6 4 Add New Firmware Package Choose a firmware file to upload by clicking the Browse button on the Add Firmware Package win dow Figure 6 5 and selecting the desired file from the File Upload window Figure 6 6 Firmware Update 65 Site Manager is not shipped with any firmware packages pre loaded in the system Firmware files must be obtained from the emersonclimate com site and then uploaded to the server For example the files for E2 can be found here http www emersonclimate com e
113. anguage Parameter Definition is used to determine which language to use for look Symbol Examples screen description The description of the screen Parameter Definiti screen refName The name of the reference Symbol STEEN from which the screen was loaded added o label go button For example this might map to Go on English systems screen filename The filename for where the and Vai in Portuguese screen 1s stored on the server o message greeting For example this might map to Hello on English sys screen system True if this is a system tems and Hola in Spanish screen false if it is a user screen Table 10 6 Locale Resource Message Keys Parameters screen treeLevel The Navigation Tree level that this screen was added at or loaded from and de NOTE For actual configuration of the re signed for A number that sources section in the screen requires a change ig one OF to the screen JSON 0 DIRECTORY 1 SITE 2 CONTROL_ SYSTEM 3 UNIT 4 APPLICATION TYPE 5 APPLICATION INSTANCE 6 POINT Table 10 7 Screen Information Parameters Widgets and Creating GS Screens Graphical Status Screens Floor Plans 123 Parameter Di screen published The published flag true if this screen is published and thus will be seen by all users in the tree when associated false if unpub lished and thus will only be seen in the tree by the user that created this screen
114. anual Results page for the chosen control system and its entities Firmware can be managed from this section see Section 6 1 Firmware Package Manage ment Details Connection specifics 5 4 2 Delete Control System To delete a control system select Delete Control System from the Control System Tasks fly out menu in the navigation tree or go to the Site Config uration page A message window will open and ask if you want to delete the control system Click OK to delete Can cel to exit Control System Properties Delete Control System t Ge Edit Control System Figure 5 14 Delete Control System 5 4 3 Edit Configure Control System To make changes to a control system click Edit Control System from the desired control system s mouse over right click menu in the navigation tree The Control System Configuration page opens dia Control System Configuration Name Protocol Type Connection Type IP Address Walidate IP Address Port Advisory Commissioning Port Use this protocol user information for access to the devices at this Control Syst Optional Protecel Usernam Protocol Password Figure 5 15 Control System Configuration Page e Enter a name for the control system in the Name 026 1012 Rev 6 28 OCT 2013 field This name will appear in the navigation tree e Set the Protocol Type to El or E2 depending on the type of controller you are using e The Connection Type is de
115. assword pane Figure 4 18 section 3 Alternatively if the Bypass Controller Security option is enabled Figure 4 18 section 2 the sys tem will use the PAL set in the Protocol Access Level drop down Figure 4 18 section 1 Enabling this option will also hide and bypass the User Pass word pane Figure 4 18 section 3 and bypass those set at the Control System level if there is any For Admin Tools Menu additional information about PAL configuration at the Control System level see Section 5 4 3 Edit Configure Control System is not available for XWEB Server protocol TY Stanton pre types Assigning Privileges To enable users in a group to use an activity privileges must be selected for the Group under the Privileges Assigned to this Group section Figure 4 18 section 4 Use the left arrow button to select right arrow button to remove which privileges will be assigned to the Group the privileg es that are assigned will be grayed out so they cannot be assigned twice A privilege is an activity that can be performed in Site Manager Click Save to save the new Group and its privileg es and go back to the Group Manager page Click Cancel to exit without saving and go back to the Group Manager page For a list of group privileges and their descrip tions see Table A 1 on Appendix A Group Privileg es Descriptions and Protocol Access Levels For a list of privileges and their minimum required Protocol Acce
116. ates that there is no log data in the database This is different from 0 logA vailable which simply indicates that there is a log in the device but that there may not necessarily be any log data actually retrieved into the database for this point 0 logAvailable If this point has a log available then it is TRUE Special parameter corresponding to a point property used for screens running in E2 sys tems This is not generally useful for an Application screen Table 10 5 Point Reference Parameter Information Symbols 122 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 0 siteName The name of the site this point is in 0 dirName The name of the directory this point is in lowest level directory only 0 type Interpreted Point Type This is a way to see the type of point being viewed The result of this will be one of the following e String e Analog e Digital e System List he that a result of String basically indicates that the point type is undefined or un nown Table 10 5 Point Reference Parameter Information Symbols 10 4 4 3 Locale Resource Message Keys 10 4 4 4 Screen Information Parameters These parameters are used when text needs to be Parameters related to the screen Some of these internationalized for local languages localized The can be accessed from the screen properties dialog actual text value to use to replace the value is looked up in a section within the page The browser l
117. ation from a controller to the server and can be done at the directory site con trol system or unit level Admin Tools Menu For scheduling a Backup enter a name and choose whether the backup should be run now or on a sched ule Select the type of Schedule one time only at in tervals or calendar based Schedule Manager J All schedules are based on the server s time zone GMT 08 00 GMT 08 00 GMT 08 00 GMT 08 00 O Run Now Run On Schedule Summar y List Details Name Enabled Type Backup v Schedule GMT 08 00 GMT 08 00 GMT 08 00 GMT 08 00 nterval Based Calendar Based 10 03 12 9 38 PM nA End Date Time ma v Every Day O Days of Week O Days of Month H jours 01234567891011 12131415 16171819 20 21 22 23 Minutes 05 1015 20 25 30 35 40 45 50 55 Clear Notification Dons uccess C onu nsuccess ful Configuration Site Directories E O Test Figure 4 43 Scheduling Backup Scheduling Obtain Controller Information The Obtain Controller Information activity con nects to a given Control System refreshes the Unit list refreshes the Application List for each Unit and refreshes the points for any Application Instances that have out of date points which means the point list will be retrieved for any applications that have never had a point list retrieved and also for any applications Menus e 33 that have changed since the last time the point list
118. ation types allows the user to view details about the application and make changes to the application There can be many types of applications programmed into the controller For example de pending on the kind of controller being used applica tion types can range from air handlers Figure 5 29 analog and digital combiners zones power monitor ing global data sensor control time schedules and more All application types contain application points that appear underneath the application type once ex panded An example of how an application type appears on the navigation menu Air Handlers AHUs Ei Summary Application Type Properties Ki Forward Advisories Loi View Historical Advisories Figure 5 29 Application Type Properties Navigation Tree Menu 52 Site Manager User Manual An example of how the application type appears inside the main window Di Application Type Properties Graphical Status Screens Applications e AHUOO1 Figure 5 30 Application Type Properties Main Window Menu To jump to an application point contained within the application click on the link s underneath the ap plication type 5 5 6 Application Instance Properties An application instance property shows the num ber of points in the application if available that have been programmed inside a controller Access to appli cation instance and points allows the user to view de tails about the application see the
119. ber of rows and col umns ader Borden 2px solid blue Co Ba Ba Ber In H H H He He He Hea He He Hea er Inside Border px solid black e Unlike other widgets there is no Point Reference Figure 10 54 GsAppSummaryTable Page section usually located at the bottom of the page on 10 4 5 2 Properties Menu e Ifthe screen was created at the control system or unit level the Application Type must be selected Figure 10 53 e A list of all common application types will be listed e If the application type is not selected a warning message will appear as a reminder that an applica tion type must be selected e If the GS screen was created at the application type level Application Type will be pre filled e If the widget is located at the control system level the widget will loop through all applications across multiple units in the control system and combine them into a single list of all applications for the con trol system e Information can be manually entered here check boxes can be selected from the main tree to fill in points automatically e Contrary to how the tree normally works de select Widgets and Creating GS Screens Graphical Status Screens Floor Plans e 131 ing a checkbox will not remove the points e Each row represents a column in the summary table 10 4 5 3 Points Headers Values e The first text box is the name of the point Points e The second text box is the column he
120. cates a digital point that may have logs in the controller but not retrieved in the database Table 9 1 Examples of Logged Point Icon Types 92 Site Manager User Manual Point Point Digital Log Database icon indicates a digital point that has logs retrieved in the da tabase Point System List Log icon indicates a system list point that may have logs in the controller but not retrieved in the database Point System List Log Database icon indi cates a system list point that has logs retrieved in the database Table 9 1 Examples of Logged Point Icon Types 9 2 Point Properties Application points are parameters that have been programmed inside a controller Access to application points allows the user to view details about controller points graph points and make changes Points can be accessed from the navigation tree ALL LIGHTS OW Override Display Log Graph Point Properties Ki Forward Advisories Loi View Advisories Configure Figure 9 7 Point Properties Menu When Point Properties is clicked from the navi gation tree the Point Properties page opens and will provide logging details about the point To graph the point click Display Log Graph also available di 026 1012 Rev 6 28 OCT 2013 rectly from the navigation menu as shown above The Actions menu on the page will vary depending on the type of point selected HU Point Properties Actions Override Display
121. configuration menus Sj Configure Advisory Purge 7 Configure Advisory snooze t Configure Backup t Configure Log Purge Figure 8 1 Configure Activity Menu 8 1 1 Configure Advisory Purge Configure Advisory Purge allows you to set pa rameters for advisories Right click on a navigation tree level and select Configure Advisory Purge to open the page Configure 9 Configure Advisory Purge 8 Configure Advisory Snooze t Configure Backup t Configure Log Purge Figure 8 2 Configure Advisory Purge The default setting of keeping advisories forever advisories are never deleted is the first Activity Item on this page and can also be set from the second radio button under OR 86 Site Manager User Manual To specify a number of weeks or months to keep advisories click the radio button for Delete values older than under the OR section and choose the desired setting from the drop down list oy J Configure Advisory Purge Configure Advisory Purge Directory Test Directory Use default values below which are the global default values Delete values older than Forever do not delete Enter values specifically for this item Directory Test Directory Delete values older than Foreve Cancel Figure 8 3 Configure Advisory Purge Page 8 1 2 Advisory Snooze Configuration Advisory Snooze Configuration allows you to set an alarm wait time a Snooze alarm to reduce the to
122. creen Links 114 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 10 4 1 11 Image Library From the Widget Properties menu right click a widget click the browse button to open the Image database library to begin using images Gsilmage An mepe that can ethar be statig or can chosge bared on roma simpla programmable lagie l Galea st 220 120 Mi Vagibilte Qualifier Gslmage Specific Properties e Ei Systerimage_placeholder gif bn j 2 Bote 3 ase a H D n o mimiss I Creu B _ Coffi BI Cong a 2 Oehur aLL IECH a LJ Exh rmo a J sia Figure 10 30 Image Library Use the image database library to add images to your widgets Choose images from System and User directories on the Navigation side and create your own directories to store the user images you create Use and edit images from the image database by se lecting the image from the tree and clicking Use This Image Each widget has its own unique functionality de pending on how you want the widget to behave and what points the GS Screen will be connected to For example ON OFF states defrost overrides values text widgets analog and digital states System and User Images There are two types of images in the database pre set system images and user images the user imports by right clicking on the User folder All are listed in alphabetical order User images are images created modified and or uploaded by the user and may als
123. ctivation License Registration Current License Information License Type trial Start Date 05 15 2009 10 20 04 EDT License Term 61 Day s Expire Date 08 13 2009 10 20 04 EDT Sales Order Your activation license registration information has been sent for processing Allow at least 1 business day for your request to be processed Please call customer service 770 425 2724 for registration status Figure 3 6 Registration Confirmation Window NOTE If your system is SMTP enabled go to 4 the Activation section For more information E on SMTP enabling contact Technical Sup port 7 For systems that are not SMTP enabled after filling out your information follow the instructions in the Product Activation and Licensing window Registration Licensing Product Activation License Registration Product Activation Registration information Sales Order 1 Lens Typi trial Start Date 05 15 2009 1 amp 20 04 EDT License Terra 39 Daye Expire Date 08 13 2009 1020 04 EDT Company Mane My Company Rapper J Dow Emad Addrese jdoe hnycampany com Phone Humber 111 222 95373 Address 123 Main Se Sue 410 pur Town State 12345 In arin This is a test Follow the instructions to register your trial license L Create email supplying the information locabed above for aach of the following fields This can be done by simply selecting all tee text on the screen and copying it into the email you will be sending Sales Order 1 C
124. d and allow them to recognize the description file that was uploaded Upon saving if no tree items are selected a mes sage will appear stating that there must be at least one tree item selected in order to save this schedule Upon saving if no file 1s selected to send to the controller an error message will appear stating that there must be a file selected in order to save this schedule Missing Files If a saved schedule is edited and the file that was previously selected is missing from the Site Manager Server then the drop down list de faults on Select Description File A popup message will appear that states The Description file previously selected is no longer available Select one or more unit controllers on the tree that the description file should be sent to Select the entire directory or entire site if all unit controllers under that directory or site need to be cho sen Select the specific unit controller if you click the right click menu Upload Description File on the unit level 026 1012 Rev 6 28 OCT 2013 All unit controllers under the current level should be selected if you click the right click menu Upload Description File on directory or site level 5 6 9 1 Description File Upload to the E2 Controller When the schedule runs either using the Run Once option or Run Now option the description file selected at configuration time will be sent to all con trollers selected in the schedule configuration
125. d the percentage of completion Backup Directory In Progress 17 Figure 5 37 Backup Directory Activity Status Page The Activity Status page will display the following information e Target What activity is in progress e Date and Time Date and time the activity actually started Activity The type of activity being performed Duration Elapsed time of the action Start Method On Demand e Requested to Start The date and time the activity was requested to start by the user e User The user who initiated the activity e Status The status of the activity which may be In Progress Waiting to Start etc 5 6 2 Initializing Terminal Mode The Terminal Mode feature is accessed from the mouse over or right click menu from the Unit level in the navigation tree Click Terminal Mode from the menu and the Terminal Mode page opens Once connected the controller interface appears on your page Press the Log In Out button to log in Enter your username and password hit Enter on your keyboard and you will be logged into the controller 026 1012 Rev 6 28 OCT 2013 Your keystrokes are sent directly to the controller which gives you control right from your desktop as if you were using the keypad on the controller 12 10 18 RX A00 Unit 14 10 17 35 Press Log In Out to Log On RX DEU SUMMARY EN SUC GRPOO1 Ka ADVISORY SUMMARY 22 0 Circuits State Tenp Fails 11 CASECTL CKTOO1 OFF HONE Alarns 1 CAP 100 STO CI
126. dd a Directory Directory 1 Directory 2 Figure 4 21 Add New Directory Editing a Directory View the list of all directories from the Directory Manager page Figure 4 22 and select the desired directory name you wish to edit Click Edit to open the Directory Configuration page where you can enter changes Nv Directory Manager Add New 3Edit Delete Properties Directory Edit the Selected Directory Directory 1 Directory 2 Figure 4 22 Edit Directory Configuring Directory Information Add or edit a new directory from the Directory Configuration page Edit the directory information by changing the current information in the fields or by entering new information for a new directory in the fields If United States is selected as the country a drop down menu with all the states will be shown If another country is selected the State Province Re gion drop down menu will be changed to a blank text field to allow a name to be entered in the field Click Save to store changes and Cancel to exit without sav ing and return to the Directory Manager page Admin Tools Menu The Directory Configuration page 1s also avail able from the right click mouse over Add Directory and Edit Directory menus at the Directory level in the Site Manager navigation tree Directory Configuration Name Parent Directory Address 1 Address 2 Country United States vw City Alabama Ka Zip P
127. de will end Format is HH MM 0 ovrdType If the point is in override 0 indicates the point is in a FIXED override and 1 indicates that it is in a TIMED override Table 10 4 Point Status Information Parameter Symbols 120 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 0 ovrdStatus The override status of the point This will be 0 or 1 0 normal 1 override 0 responseCode Failure code of the point Any value other than 0 means there an issue retrieving point status data for this point 0 data OK 1 data none 2 pt fail 3 pt inactive 4 data missing 5 data na not available 6 notact not active 7 no val not 0 alarm An interpreted alarm status property that displays a status text value rather than a nu meric code GOOD black letters on a green background FAIL white letters on a deep red background ALARM white letters on a normal red background NOTICE black letters on a yellow background 0 ovrd Override status indicator NORMAL black letters on a white or transparent background OVERRIDE black letters on a cyan background 0 resp Interpreted response code OK black letters on a green background NO DATA white letters on a deep red background FAIL white letters on a deep red background INACTIVE white letters on a deep red background MISSING white letters on a deep red background N A white letters on a deep red background NOTACT white l
128. ding on your security settings you may have Security Mode as a type Associating User to Domain User Assigning a user to a domain user causes security configurations within the domain to apply to that user for example controlled access to certain data or screens To assign a user to a domain user click LDAP In tegration and then enter the domain user name in the Login ID text field The domain user name entered must be in the domain user format otherwise an 026 1012 Rev 6 28 OCT 2013 error message displays To search for a domain user name click the Search Domain User button On the pop up window select the domain user name from the list and click Select Select Domain User X User EMR SN Daiane EMRSNiddeminpan EMRSNiryang EMRSNinguyen EMRSNityan EMRSN xyang Figure 4 12 Select Domain User Click Save Check that the chosen domain user name is not assigned already to another user other wise re assign the user to another domain user name Once saved users can now log in to Site Manager using the domain and the domain user name The se curity type assigned to the user will display in the My User Info page NOTE Security models are activated during Ei installation of Site Manager The LDAP secu rity feature is available only for Site Manager versions 12 1 and above Versions below 12 1 must be upgraded to activate this feature Required fields Login ID First Name Last Name Passw
129. duled activities that were created by all users of the system Allows user to delete only scheduled activities they created Allows user to delete all scheduled activities that were created by all users of the system Allows user to view information that is related to a directory including sub directories sites activities and configuration information Allows user to add directories to the system Directories are the top most level of the navigation tree Allows user to edit existing directories in the system Allows user to delete existing directories from the system Deleting a di rectory will delete everything within the directory Allows user to view information that is related to a site including sub di rectories activities and configuration information Allows user to add sites to the system Sites are at the second level of the navigation tree Allows user to edit existing sites in the system Allows user to delete existing sites from the system Allows user to view information related to the control system including units activities that can be performed configurations and details Allows user to add control systems to the system Control systems are at the third level of the navigation tree Allows users to edit existing control systems in the system Allows users to delete existing control system from the system Allows user to view information related to the unit including application
130. e drop down list for the appropriate point view Active Points Si Active Points Active w Logs Points w Lags All Points e Active Points is the default each time the user starts up the browser and will show all config ured points in the controller e Active with Logs shows active points that have a controller log available Points with Logs shows points that have a con troller log available e All Points shows all possible points for an appli cation instance whether a point is configured or not An icon will appear next to the point if the point has a log e Navigation Tree The main descending tree view Overview e 7 of all directories sites units and control systems e Navigation Window The main window of the navigation tree e Hide Navigation Frame Collapses or hides the navigation window from view allowing for maxi mum viewing room of the main window Click on the Site Manager icon Ze adjacent to the Search field to show the navigation window e Reset Navigation Frame Restores the navigation window to its original size after being collapsed e Clear Checkboxes Clears all point checkboxes in the navigation tree e Graph Graphs the selected point e Refresh Refreshes the navigation window If your session has timed out it will return you to the Login page e Main Window The main workspace window of Site Manager e My Info Displays user related information
131. e Application Figure 10 51 Adding Widget to GS Screen Points to be associated with this widget can be pre selected before selecting the widget similar to the be havior of the other widgets 3 Right click and select properties on the widget to view and edit the properties of the widget Bring to Front Send to Back Bring Forward Send Backward Duplicate Delete Lock Size Position Reset Scale Properties Figure 10 52 Properties Menu from Widget Screen Note that the widget will not show any application rows until an Application Type is selected from the Properties page An exception to this rule exists when the widget is on a GS screen at the application type level in the tree GsAppSummaryTable 4 table widger for ap application summary that hag a column for each point type and a row for each application 1 GiAppsummaryTable at FILLS e TT Cammen Properties CsApp Summary Table Specihc Properties Application Typer Ea Points Headers aloes o F Name Japp lication Jum Add Dear at Figure 10 53 GsAppSummaryTable Screen 026 1012 Rev 6 28 OCT 2013 10 4 5 1 Widget Behavior The Application Type is auto selected for the wid get there is only one valid application type if the GS screen is at that level of the tree If the widget is on a GS screen at the control system or unit level you must select an Application Type on the Properties page The widget cannot be saved without
132. e editing description alignment and link information Description Short descriptive information or name of the widget Once you name the image and click OK it becomes a user image TIP Give the widget a unique name in the this field so you can easily find it in the drop down list Tool Tip The text you enter in this field will appear when you mouse over the widget Information about particular points associated with the widget widget name etc can be entered in this field If no text is entered the regular menu will be available e Left The number of pixels the widget is from the left e Top The number of pixels the widget is from the top e Z Index Reflects the stacking order of positioned 110 Site Manager User Manual widgets TIP Set the Index number for a background image to 0 zero and any image that will ap pear on top of the background image to a number greater than 0 zero so the correct stacking order will occur e Width The width of the widget in pixels e Height The height of the widget in pixels e Lock Size Position checkbox If enabled values entered in the image size and position properties fields will be locked Any more changes made to these properties will not apply as long as the check box is enabled To unlock and disable click to re move check Visibility Qualifier an optional expression that when true will make the widget or group visible and when fals
133. e will make the widget or group invis ible Refer to Section 10 4 4 Widget Parameters Customization for information on widget parame ters for this visibility expression Linking GS Screens If you link from one widget to another GS Screen enter the link path and link screen simply the actual name of the GS Screen For example add a push button widget GsPushButton that will allow you to jump to another GS Screen For the push button widget on its Properties menu enter the name of the GS Screen you wish to link to in the Link field Reverse direction linking To link a GS screen in the reverse direction backwards from where you are on the tree enter in the Link Path field for each node of the tree you are going up including the node you Start from Then add the name of the last tree node the GS Screen will be linked to For example if you begin at the Unit level in the tree and the GS screen is to be linked at the Site level e Site Test Site 1 your ending point e CS Control System 1 e Unit Controller 1 your starting point You would enter Test Site 1 in the Link Path field e Link If the GS screen you wish to add to is named AHU type the text AHU into this field Note that a URL address can also be entered into this field When in Run mode click that widget to go to the link you entered Be sure to include http or 026 1012 Rev 6 28 OCT 2013 https in t
134. e 101 TODA domnea GS oreenas Tour Home PaE acai a e E a 101 E ISO OV E EE E E esd N EA E A A E E 101 10 20 Porkino Viin EE 101 Ee EEN 101 D EE E 101 e 1 08 E 102 P Pe EE 103 TOSA ASOC n OS OTOT ea aE E a a 103 IOa Pe e e OS TO r n E E 104 EE E EE EE 104 103 0 1 Impott UE 105 DO T TOPO E E 105 10 4 WIDGETS EELER EEN eegene Edge eegen 106 DO sl UTI EE 106 WAL Create GS Sarens Oreck EE 107 EE The Add Widieis Palotie ccie E eebe 107 10 4 1 3 Creating a Text Only Label Widget Quick Start sacecscsct cn tcccencaciecnanatnsneisdsone ncab nese iaeteeos snanedeoadsencobisunpesiesdeaecttsemseucesssadeds 107 E EE P EE 107 Den eebe 108 IUA LO Widget EE ebe 108 WEE e Koe o d EE 109 10 4 1 8 GS Image Property Kette ee 109 KO Ay lee EREECHEN 110 10 4 1 10 Widget Screen Ee EE 111 T e EE 115 IOA Ze RONO O OOS oeei a a E ETEEN 117 OAc Widget GS Iie Mt CIC Eau 117 WUA My osem Ia EE 117 10 4 2 3 Setting a GS Screen as Your System Home PAC ea sicciccc ce cuds cece sctassaasshandoutenteshdesactaisbabaads oofScedleshass scacsieaseencdeeresicabccadenesd 117 10 4 24 Setting a US Screen as Your Site Home Page ssirsessrissriininariiiss n n oc acto aaea a EENE EAEAN 118 10 4 2 5 Edit and Run Modes and Supported Browsers ci esccrceseesencestcanachanectaasenvaenensosncacontensdencoedebeetexasannenssdaesasseesaceesetgeaentenarade 118 RE E P E 118 WE Lorou DONO EE 118 ee 118 WUA Editand Ron le EE 118 10 44 Widget rFarameters CustomizdliOn siresse
135. e 4 37 Example of a Scheduled Activity Calendar Based A schedule can be set to run once If Run Once is chosen options for Interval and Calendar Based will not be shown NOTE Setpoint Broadcasts may only be con r figured on a Run Once or Calendar based schedule Notification can be sent concerning the status of the schedule based on two options e On Success Activity was successful e On Unsuccessful Activity was unsuccessful which means partially completed or failed To run a schedule daily enter a Date and specify the time the schedule should run Leave the End Date Time blank to keep running indefinitely A val idation prompt will occur if the correct time was not entered Admin Tools Menu Schedules can also be based on an interval select the Interval Based option Schedule Every 0 milliseconds GMT 05 00 Eastern Standard Time America New_York EST DST Figure 4 38 Example of a Scheduled Activity Interval Based Enter the Number of times to repeat or leave blank to run indefinitely Note that there will be no option for interval based schedules if Setpoint Broadcast is selected from the Type drop down menu Schedules can also be Calendar based Schedule Every Day At Midnight GMT 05 00 Eastern Standard Time America New_York EST DST LJ Run Once Interval Based Calendar Based Start Date Time 05 18 08 3 11 46 AM v End Date Time 67891011 12 13 14 1
136. e Control System level For detailed discussion on this topic see Section 7 2 4 Advisory Receiver Commissioning 5 5 Unit A unit is an individual controller at a site in a con trol system There may be more than one unit in each control system and should be one gateway unit per Unit one system of units Clicking the unit from the navi gation tree will open the unit s properties page in the main navigation window BX 400 2 E2 Unit02 Ei Summary Unit Properties amp Forward Advisories Lol View Historical Advisories Activity Tasks 1 Add Application b Backup Obtain Controller Information b Refresh Applications Remove Description File b Restore Retrieve Logs b Terminal Mode L Upload Description File b View Live Advisories Configure Figure 5 16 Unit Level Menus 5 5 1 Unit Properties If Unit Properties is clicked from the navigation tree the Unit Properties page opens displaying the applications activities configurations and details about the unit Unit Properties Applications D ingg H kd EK Activities Activity Configuration System Configuration a i Configure Backup Admin Acteity Hertory min Actes Admin Pending Activities 6 CG eugteoru Backer Falah Applications Pertore Details Device Tepe Model and Seria bx S00 E Feviseon ded QF Humber af Backups te Kuip 4 Backep Lise There are no backep imager for thir unit Figure
137. e GS Screen Name Cancel Script Prompt Figure 10 11 Name GS Screen to Save Enter a name for the GS Screen and click OK Once you have saved the GS Screen the save icon will disappear The save icon is at the top right of your screen Publishing Exporting GS Screens To publish the screen to a location on the Naviga tion tree click Export from the drop down menu If you choose to Export first the Save window will pop up to remind you to Save first 10 3 3 Delete the GS To remove a GS Screen from the system with se lect user privileges click Delete from the GS Screens drop down menu View JSON Source Export Zip Save Image Library Delete Disassociate Properties Figure 10 12 Delete GS Screen Menu A pop up message will ask if you want to continue and delete the floor plan from the system permanent ly Click OK to delete Click Cancel to stop If delet GS Screen Actions ed a confirmation message will appear to let you know that the GS Screen has been deleted from the system Microsoft Internet Explorer E 2 Warning y GS Screen GS Test Screen may currently be used in other places Do you want to continue i Cancel Figure 10 13 GS Screen Confirmation Message Window 10 3 4 Associating the GS Screen GS Screens can be associated with more than one node or position on the Navigation tree To associate a GS Screen to a particular node or position on the
138. e Man ager version GS screen schema and the level in the tree the screen was created in The ZIP version has to be less than or equal to the Site Manager version and GS schema installed on the customer server in order for the screen to be imported 1 Open a GS screen and click the GS Screens drop down menu Graphical Status Screens Floor Plans e 101 2 Click Export Zip from the GS Screens drop down menu View JSON Source Export Zip Save Image Library Delete Disassociate Properties Figure 10 6 Export Zip Menu 3 Name the GS Screen Enter the name of the GS Screen you wish to export in the Name field and click OK to save If you are saving over an existing screen the name of the screen will show in the Name field Once you have saved the GS Screen the save icon will disappear The save icon is the save indicator at the top right of your screen Explorer User Prompt E Script Prompt Export GS Screen Name Figure 10 7 Exporting Zip 4 Click OK to save the screen name and open the File Download window to save the ZIP to a location on your computer Saving a GS Screen will automati cally associate the screen with the node of the tree the screen was created or selected from Microsoft Internet Explorer E3 A Saving screen as Sample G5 Screen Figure 10 8 Saving GS Screen 102 Site Manager User Manual 5 Click Open to open the file or click Save to save the GS screen to
139. e application type Application Instance To search for a application instance the follow ing criteria can be entered Name of the application instance Point To search for a point the following criteria can be entered Name of point Service Provider To search for a service provider the following criteria can be entered Name of the service provider e mail phone city state code state name country code country name User To search for a user the following criteria can be entered Name of the user user s role first name last name e mail display name username Menu To search for menu the following criteria can be entered Menu names Help To search for help the following criteria can be entered Help contents de Site Manager User Manual 2 2 1 1 Tips for Narrowing Your Search Criteria You can generally search for the entity type by just typing it in For example if you search for site 120 a list of sites with 120 in its name will be returned Searching for Store 120 will also return similar re sults In addition to this feature you may narrow down the search more specifically by using narrowed criteria You may prefix a word with a scope to narrow it down The prefix must be followed by a colon and then the search word For example site Robert this criteria will return sites that have Robert in the site search scope but not directories users service pro viders or co
140. e following fields and click Send to email the error report ail Address schedules engsrv2003 c Figure 3 14 Fatal Error Page The error report page displays information of when date and time and where the error occurred The Details button will show a set of program codes of the error when clicked Click Hide Details to hide e Description enter a description of the error in the field provided what you were doing before the error took place etc e Company enter the name of your company e Telephone enter your contact numbers e Email Address pre filled by default the error re port will be sent to this email address Required Fields Description Company Tele phone Click Send to send the error report email will not contain information about the current page When clicked help information about the page you were on right before the error oc curred will display E NOTE The Help link that is found in this page Firefox off the Firefox Web site are the sup ported browsers IE 6 is supported for viewing GS screens only E NOTE IE 7 and above and the latest version of IT Administrator Functions 15 4 Menus 4 1 My Info Menu 4 1 1 About User Info The My Info drop down menu contains a list of features that consists of anything that pertains to per sonal items your user info pending activities activ ity history and when applicable saving a GS Screen as your system h
141. e imag es from drive can be selected and uploaded to database Uploads image to da tabase a green check mark icon will appear next to the filename and image will be come visible in the tree once upload is complete once image is in database it is cat egorized as user im age and can then be used Table 10 3 Image Library Menu Icons and Tools 10 4 2 Running GS Screens When you click a GS Screen from the Navigation Tree you are taken to that GS Screen s page Depend ing on how the GS Screen is set up the appearance will vary GS Screen pages normally consist of real time values from the E2 controller and a graphical layout of the store s floor plan For Site Manager to display the current informa tion in the controller and synchronize the updates from the controller configuration and the GS Screen an Obtain Controller Information or equivalent activ ity will need to be run for the updates to the controller configuration to be visible Note that if the configura tion of the controller changes while a GS Screen is be ing viewed the system will not pick up configuration changes between the time the application data inven tory is being received 10 4 2 1 Widget GS Right Click Menu Options Possible variations on the user configurable right click menu options that appear for widgets e Control Temp current control temperature reading e Override override from this window Checking this box opens an add
142. e its normally scheduled routine Setpoint Broadcast Allows user to use Setpoint Broadcast functionality Delete Application Instance Allows user to delete an application instance from a controller Configure Log Purge Allows user to configure purging for point logs Table A 1 Privileges and Descriptions Table A 2 and Table A 3 list the privileges activities that can be assigned to a Group at the Group config uration level and the minimum Protocol Access Level required to run the activity Activit Minimum Protocol Access Level needed to run i this Activity 100 Export Setpoint File 300 Modify Point 300 Obtain Controller Information 100 Backup 200 Controller Logs and Stats 100 Terminal Mode 100 Retrieve Logs 100 Upload Description File 400 Remove Description File 400 Firmware Transfer 400 Restore 300 Override 300 Refresh Units 100 Refresh Applications 100 Firmware Apply 400 Add Application 300 Refresh Point List 100 Edit Application Instance 300 Get Live Advisories 100 Table A 2 Privileges Vs E2 Protocol 138 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 Activit Minimum Protocol Access Level needed to run d this Activity Manual Defrost 400 Setpoint Broadcast 400 Delete Application Instance 300 Table A 2 Privileges Vs E2 Protocol Activit Minimum Protocol Access Level needed to run d this Activity Watch Points 100 Retrieve Logs 100 Refresh Units 100 Refresh Applications 100 Refresh
143. e package files are transferred from con trol system to control system During the update pro cess Site Manager will check the firmware version of each unit in the target control system if supported and compatible with the language package version If the unit is supported and compatible update will proceed for that unit Otherwise the update will be skipped on the unsupported unit and the next unit will be checked for version compatibility The update process will continue to run until all units in all target control sys tems have been checked and or updated If the language package file being updated is cor rupted or damaged the update will be stopped Language package files are update files separate from firmware packages that provide support for oth er languages in E2 and are available only for E2 con trollers that have firmware versions 4 05 and above Note that controllers must be rebooted and the language must be selected for the update to take ef fect 6 2 3 Firmware Transfer Interruption If the transfer activity is interrupted for any reason in the middle of attempting a transfer the activity will attempt to retry at a maximum of 3 attempts If the re try attempts fail the activity status will be updated to Failed If this activity is started again at a later time the activity will check to see if the package is already on the controller If the package file is found to be on the controller the package will
144. e parameter that shows a point value It is a synonym for the 0 val parameter 0 val The abbreviated value of the point For analog point this will be a number for exam ple a temperature reading as 69 DF Note that Engineering Units are not provided in this parameter for analog points See 0 eu and 0 engUnits For digital points this will be the short abbreviated Engineering Unit for the on or off or undefined state of the digital point 0 value The long form non abbreviated value of the point This is the same as 0 and 0 val for analog points For digital points this will be the long non abbreviated Engineering Unit that corresponds to the value of the point 0 sample The raw sample value of the point This is the same as 0 0 val and 0 value for analog points For digital points this will be 1 for undefined O for off or 1 for ON 0 polls Indicates the number of times the point has received a change from the server This value is generally for diagnostic purposes screen menuDisplayName This is the screen menu display name The name of the screen menu will display 0 alarmStatus The alarm status of the point This will be a number from 0 3 1 fail 2 alarm 3 notice 0 good 0 ovrdValue When the point is in override this is the override set value 0 ovrdTime When the point is in override and it is a TIMED override as opposed to FIXED this is the time that the overri
145. e with certain user privileges enabled that will allow software li cense keys to be added edited The Site Manager Feature Licensing window dis plays what type of feature is licensed the license key number and license status 3 1 1 Registration 1 Click the Help drop down menu from the top menu bar and click Feature Activation Activities Help 7 About This Product Feature Activation Site Manager Figure 3 1 Help Menu Expanded view shown 10 Site Manager User Manual 2 Click the Registration button to proceed in obtain ing a license Feature Licensing Status Hardware Fingerprint O020 5650 63 04 InsStrisciienns i Conter Emarian Climon echaelezg Berni Selutiend Dae ug 770 A25 2724 to chemin Parore licenad 2 Salececha Add Piitu buen ta bad ar peed i bere ioiai Product Activation License Status Featute Lat ena Maintenance Ugaredas amp Tach Supper Expires 03 14 2023 EDT 355 Gayla Remain B130 0254 50534 C301 poce 0B EAS 1 IDE Number of Soe 21999 of S00 Simer Rampin Site Manager Acviasry Raceiwer Figure 3 2 Feature Licensing Page 3 Click OK to open the Product Activation License Registration page The state of the current license 1s displayed on this page The page at http localhost 8080 says K The action will send registration information to Emerson in order to purchase the product Do you wish to proceed Figure 3 3 Registration Window P
146. eath the box next to the application instance icons Appli cation instance are user defined and can be of one or more in quantity more information about the Site Manager nav nmn NOTE See Section 5 Navigation Tree for igation tree 2 5 2 Navigation Window The navigation window comprises the navigation tree located on the left hand side of the screen and is the first screen the user will see once logged into Site Manager The Home button is located under the logo and will always take the user back to the Home page Click the x Hide Nav Frame button to mini mize the navigation window so only the main window can be seen Click the Reset Nav Frame button to size the navigation frame window back to the de fault Click the Show Nav Frame button to maximize the navigation window again visible after the naviga tion window is minimized EMERSON Home Refresh Active Points Site Directories EI Kathy EI Z rest S igty10 212 237 25 H EARX 300 1 THIS 01 1 Figure 2 7 Navigation Window 026 1012 Rev 6 28 OCT 2013 2 5 3 Menu Bar Depending on licensing and the assigned user lev el the menu bar gives you access to menu items such as Pending Activities Activity Histories Groups and online help i My Info Y Admin Tools e Activities Help Figure 2 8 Menu Bar e To access your Pending Activities and your Activity History click on My Info for the drop down menu e
147. ectoryViolation Skipping e Import successful 1 screen has been imported To change the name of the screen please follow the instructions below 1 Open the GS Screen 2 Go into Edit mode 3 Select the Properties option under the GS Screen drop down menu 4 Change the Name field to the desired name 5 Click OK and Save the GS Screen Figure 10 19 Import Results Page 10 3 7 Properties of the GS This GS Screens properties menu is located on the GS Screens drop down menu on the mail tool bar Selecting Properties from the GS Screens drop GS Screen Actions down menu will open the GS Screen Properties win dow and display properties that belong to the GS Screen currently being viewed View JSON Source Export Zip Save Image Library Delete Disassociate Properties Figure 10 20 GS Screen Properties Menu The GS Screen Properties window opens with var ious editable fields If the GS Screen is not published only the author of the screen and users with adminis trator privileges will be able to view the screen GS Screen Properties Name Menu Display Name Description External URL Multi Association Expr Background Color Border Auto Scale Published F Set As Site Home Page EI Author System Administrator Date Created Last Saved Tuesday May 24 2011 3 36 10 AM Site Directories Version 11 2 0A03 2 GS Screen Sc
148. ed Switch through tabs to view and select more points for broadcast You can also change point val ues and configure log and alarms from this screen by entering your changes in the point value fields Click the Save button from this screen to save the list of points selected for broadcast along with your changes or click Cancel to cancel your changes and navigate away from the screen When saved the new application setpoint group will add in the list of current application setpoint groups mn NOTE An Application Setpoint Group can be a used in as many setpoint broadcasts as desired 40 e Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 gt Navigation Tree 5 1 Using the Navigation Tree The navigation tree is located on the left hand side of the screen inside the navigation window Site Directories E GE Factory Test a fdMainland gCo ntrol Box 01 Be an 3 fdTest Site Zakar Box SE2RX 300 3 THIS 03 1 J Analog Combiners ET ANALOG COMBO1 Figure 5 1 Site Manager Navigation Tree The navigation tree comprises four levels Direc tories Sites Control Systems and Units The naviga tion tree will load directories sites control systems and units The applications are located next to the folder icons with any application types listed under neath the folders next to the box icons Application types are user defined and can be of one or more in quantity Navigate through the tree by
149. ed and test for valid points This test will show up in the Schedule Manag er as a setpoint broadcast entry You do not have to recreate the schedule but can edit the schedule and uncheck the Test Send option the details of the test will be available on the activity history page once the test has completed You will know that the setpoint broadcast was only a Test Send because it will be part of the activity history details message Retry on failed targets checkbox Both on de mand and scheduled Setpoint Broadcasts supported When this box is checked Setpoint Broadcast will re run automatically on sites that failed or did not com plete the initial broadcast Setpoint broadcast will continue to run on each of these sites until the activity is completed on them or until the set number of retries is reached whichever comes first For scheduled Setpoint Broadcasts only If Set point Broadcast still fails on a number of target con trol systems after the set number of retries a file containing information about the sites and control systems that failed the activity will be generated in a sub folder under the vault database folder Details of the retry activity will be recorded in the Activity History page once the setpoint broadcast 1s completed cast retries is 3 This value can be changed from the Properties Editor under setpointBroadcast maxRetrialTimes The user must have super user privileges to change the de
150. een Site Summary Unit Name in GsAppSummaryTable displays correctly e GS Screen Site Summary Point Name under Power Monitoring is now correct in GSAppSumma ryTable widgets e Live Advisory Export Live Advisory rtn now visible for advisory Type in exported Live Adviso ries files Setpoint Broadcast App Setpoint Group DOOR SWITCH input now updates in controller after ex ecuting Setpoint Broadcast Broadcast Day Sched in now updating correctly for Lighting Application In stance Hosted Customer Support Improved Hosted Environment Support For those customers who are hosted by Emerson improved backend data center server and application moni toring systems have been implemented that allow bet ter ability to monitor and administrate the environment and to provide additional information on root cause of issues Known Issues e Chinese localization issue with help e Edit Application with E1 may not display correctly with certain applications Licensing issue with Windows 7 e No support for backup restore and logs on EI con trollers from Application Type and Application In stance Minimum Hardware Requirement Changes A new Server minimum recommendation has been established for those customers who host Site Manag er themselves A minimum of a 2 CPU 2 5 ghz Xeon or Core class or equivalent and 4 GB memory with 50 GB disk space is recommended For better per
151. eive the e mail containing the file that will activate your trial license save the file to a location on your drive 1 Go back to the Feature Licensing page and click Activation Feature Licensing Status Hardware Fingerprint O020 5650 6304 Instriacienns i Conter Emarian Climate Tachnolegiod Rasail Solutend Dae ar 770 A25 2724 to gbenin Parore licenad 2 Salece tha Ada Fatur bimor ts bad ar upita b iaito lima Product Activation License Status Maintenance i zet e A Tazh Supper Expira 03 14 2023 EDT 355 Chaya Remain Bi30 0258 5058 0301 amber of Some 2999 of DOGO Sian Rampin DOC 2 Op EAS IDE Sta Manager ZS vgar Receiver BPS PIB S238 Hor Figure 3 8 Feature Licensing Page 2 Click OK on the confirmation window to proceed The page at hitp localhost 8080 says S The action expects the use of a file received from Emerson once the software is purchased Do you wish to proceed j Cancel Figure 3 9 Activation Window Prompt 12 Site Manager User Manual The Product Activation License Import window will open and show the current state of licensing 3 Click Browse and the File Upload window will open File Upload Look in My Recent Documents 3 My Documents 9 My Computer J File name E My N etwork Files of type All Files Cancel Figure 3 10 File Upload Window 4 Highlight the file and click Open 5 Whe
152. er the Type will be user You can select the type of filter from within the Type column e User The user who created or last modified the schedule This user is the owner of the schedule The user column will not be visible if the user has only Edit My Scheduled Activities and or Delete My Scheduled Activities privileges e Schedule A description of when the schedule will run e Next Run Time A time stamp of when the next date time the schedule will run e Last Run Time A time stamp of when the last date time the schedule ran If the schedule has not run yet Last Run Time will be left blank Status The last status of the schedule will be dis played Icons will be displayed similar to the icons 30 e Site Manager User Manual used in Activity History The status may be clicked on to view the detailed ac tivity history for that schedule The status will be linked to the most recent activity history that is attached to the schedule and has not been purged If the schedule has not run yet Last Status will be left blank The buttons placed at the top of the table are used for adding editing deleting and disabling schedules The buttons underneath are for scrolling and refresh ing the page 2 Add New 2EOdt Delete 1 Disable Run Now eset Filters Figure 4 36 Schedule Manager Header Buttons e Add New The Schedule Manager screen will open once the user clicks Add New This will open the sc
153. er Information Backup Controller Logs and Stats Terminal Mode Retrieve Logs Configure Advisory Purge Utility Upload Description File Remove Description File Firmware Transfer Restore Configure Advisory Snooze e EN Y J z oO R GG Q amp Q GH s QO dv z Q gt Allows the user to set advisory configurations such as connection test time and advisory filter priorities for alarms failures and notices Allows user to manage firmware files Allows user to view historical advisories alarms fails notices warnings from the database Allows user to Acknowledge Live Advisories Allows user to Clear Live Advisories Allows user to Reset Live Advisories Allows user to forward advisories to email addresses and or users in the system Allows user to view inbound connections to determine which sites in the navigation tree are in good communication status and which sites are not Allows user to set purge configurations for inbound connection records Allows user to view the license page as well as add feature activation keys Allows user to view the system help including the help provided on each page Allows user to create a list of points that will only be visible to them Allows user to edit a list of points only visible to them that they created Allows user to delete a list of points that the user created Allows user to create a list of points that will be visible to
154. es the data as an xls file Condensed saves the data as a csv file Then click Go The Remove All button allows you to remove all points or specific points from the view Percentages and digital values are displayed in separate graphs Points 93 If you would like to create a list of points to watch monitor point values in real time specify a name in the Save as new list field and click the Save as new list button The list you just made can be seen in the Load Selection from list drop down menu is saved in the database and can be recalled or deleted Enable the public list checkbox to make the list visible to all users Click the Watch Points button to see operation of point real time values and the Stop Watching but ton to cancel Click List Power Builder to open the List Power Builder window where you can manage your lists with a variety of Power Builder controls N watch or Graph Points Lesser JS Jesse JS Point bei 1 Test Tesw Kathy s Box RX 400 2 E2 Unit02 Circuits Standard STD CIRCUITOO1 Outpets CONTROL TEMP Li 2 Test Test Kathy s Box RX 400 2 E2 Unit02 Circults Standard STD CIRCUITOO1 Outputs DEFROST bei 3 Test Testy Kathy s Box RX 400 2 E2 UnitO2 Circuits Standard STO CIRCUITOO1 Outputs REFRIG SOLENOID save asnewtst_ C public List t list Load Selection from list selec v displays lists the builder ls Sy for the list include OF ws remove items in your list Figure 9
155. esired value 1 100 into the field e Keep Forever Enable this checkbox to store the de sired backup in the database indefinitely This op tion is available for each Backup e Backup Time Date The date and time the activity was requested to start e Backup Info The type of controller and version number e Comments Enter any comments about the backup in this field Click Save to store the information or Cancel to exit 8 1 4 Configure Log Purge Activity History data is stored in the database but can be deleted with the Configure Log Purge feature The Configure Log Purge page allows you to set pa Configuration e 87 rameters for the Log Purge activity Right click from any level of the navigation tree hover over Config ure and click Configure Log Purge Configure J d Configure Advisory Purge E Configure Advisory Snooze Ca Configure Backup 9 Configure Log Purge Figure 8 7 Configure Log Purge Menu The Configure Log Purge page opens 2N J Configure Log Purge Configure Log Purge Directory Steve Desk Use default walues below which are the global default walues Enter walues specifically for this item irect sk Keep logs forewer do not delete Enter values specifically for this item Directory Steve Desk Keep legs ferever de not delete Delete logs with date values older than specified number of weeks Number of weeks to keep 1 Compact log data based on the following rules
156. essible from the Help drop down menu The menu will only be visible with certain user privileges enabled to allow you to add edit software license keys Locate your unique Hardware Fingerprint num ber on the Feature Licensing page Call Emerson Retail Solutions Customer Service at 770 425 2724 with the Hardware Fingerprint to obtain a license key for the desired features you wish to activate Feature Licensing and Registration Click the Add Feature button on the Feature Li censing page and enter the key into the boxes provid ed Figure 3 13 Feature Licensing Status Hardeware Fingerprint O050 5690 6240 Center Em rtaen Climate Technelezan Raewil Balupseg Ene oe 770 425 2724 to skapin Meus licen 2 Saaerrbe Ada Fauprung bimen ma bad ee pele b fatron lietais Product Activation License Status Maines k tzet ei amp Tach Supper Expira 03 14 2013 ECT 365 Curia Remain B130 02 4 5008 C301 bumber af Some 22999 of 22000 Szen Rampin GOCC 7 B EAS 11DE Site Manager Scwincry Eacgtvgz APS IEE S258 HOPS Figure 3 13 Feature Licensing Page Click Save The key entered will know what feature it is asso ciated with and will populate the appropriate field s on the screen To override an existing key a new key will need to be added and replace the existing key Click Cancel to stop and exit 3 1 4 Maintenance Upgrades amp Tech Support Licensing The basic features of Site Manager require
157. eter in the Link field under the Common Properties section Use the input format below businessAction businessActionName paramName paramValue e businessAction a string constant Enter this string in the Link field followed by the business ac tion name of the feature or function businessActionName the string name of the fea ture or function as listed in the businessActionDe scriptor xml file the Site Manager feature or function the GS will be linked to For example the business action name for configuring a site 1s EditSite Refer to Table 10 2 for a list of function and feature examples business action names and parameters Type the business action name at the end of the string constant For example string constant S businessAction businessActionName Link Set a parameter name and a parameter value to fea tures and functions that require a parameter Type equal sign in between parameter names and values and a semi colon in between parameters if more than one parameter is needed e paramName the string name of the parameter be ing looked up Refer to Table 10 2 for the list of pa rameters for a given feature or function e paramValue the value of the parameter being ref erenced tered in the Link field or an error message will display Parameters can be entered in any or der as long as the parameter names and values provided are valid ue In the widget s Specific
158. etters on a deep red background not active NO VAL white letters on a deep red background 0 sample 1 Widget visibility parameter This parameter makes the widget visible only when the point is ON 10 On Widget visibility parameter This parameter makes the widget visible only when the point is ON 10 lt 32 Widget visibility parameter This parameter makes the widget visible only when the value of the point is less than 32 analog point 0 appInstPath The absolute path up to the application instance this point is in This is the default link path of GsImageCircuitStatus and GsZoneCircuitStatus Table 10 4 Point Status Information Parameter Symbols Widgets and Creating GS Screens Graphical Status Screens Floor Plans e 121 10 4 4 2 Point Reference Information Information about the point that does not change over time but is generally fixed over the life of the point It can be useful when specific information about the point is needed that may not be known until run time These parameters follow the same format as Point Status Information with a few exceptions The information is known immediately when the page loads and does not change over time The data 1s also not hookable as it is for Point Status Information Table 10 5 displays Point Reference Information Parameter Symbols 0 id The database point ID This is a number and is generally only useful for diagnostic pur poses 0 path The pat
159. evel The configurations set at the Control System level will bypass those set at the Group level This allows users to manage by ex ception the security settings for their network of controllers For example a If each Control System in the Directory does not have a user name and password configured Site Manager will use the username and pass word at the Group level to log in to the system b For only some specific Control Systems for which the administrator wants to lock out some activities the administrator can configure a user with a lower PAL and consequently low er activities access and allowing the Group level settings with a user with a higher PAL to log in and execute activities in all other Control Systems that do not have a user password set up 3 The Group PAL configuration Figure 4 18 has three sections that can drive the PAL that will be ap plied when logging to the controller e The PAL selected for the Group Figure 4 18 sec tion 1 This is the Site Manager Group s Protocol Access Level Special rules apply to determine how the menus will behave when this PAL differs from the PAL belonging to the Username Password set at the Group or Control System level whichever prevails as explained in the next bullet These rules are explained in Table 4 1 e The PAL configured for a User Password already set in the controller for a specific protocol 1 e E1 E2 XWEB as entered m the User P
160. ey dot to the right of the field Use the mouse and click to toggle on the image The Dot image identifies the field as one that will not be saved to the controller The Lightning Bolt 1m age identifies the field as one that will be saved to the controller and will clear out the contents of the field Activities Menu When a field is changed by adding data the selec tion image changes to the lightning bolt Character Deletion When the lightning bolt 1m age is displayed and data is deleted from the field by using the standard method of character deletion backspace key delete key control x mouse select cut the image will not change The image must be clicked to change the state to the Dot image if field data was not expected to be saved to the controller About Blank Fields Blank fields can send blank data to clear out a specific property in the controller Blank data fields can be selected by clicking on the Dot image This will change the selected state to the Lightning Bolt image that identifies the field to be sent to the controller Once you select the desired application click Save to open the respective page where you can make the setpoint changes Users and Passwords Schedules Example Figure 4 57 Users and Passwords Schedule Page This schedule includes 25 User names passwords access levels and auto log offs Only properties whose values have been entered will be sent Clicking Save wi
161. fault value E NOTE The default number of setpoint broad Application Setpoint Group and Target Menus e 37 Controller Group screens When Setpoint Broadcast is set as the type of Schedule E2 Einstein controllers onli You can set up a Target Controller Group where all application data in the Application Setpoint Groups will be sent You can also create edit and de lete these groups To create an Application Setpoint Group click the Add New button in the Application Setpoint Group section Figure 4 52 Application Setpoint Group EJ Add New 2Edt Rename Delete add anew Application Setpoint Group E Holiday Erase Al Holidays E Holiday Set Some Holidays Figure 4 52 Application Setpoint Group Section Application Setpoint Group Select Application Select Application Users amp Passwords d Figure 4 53 Application Setpoint Group Screen Give the group a unique name You will be prompted if the name entered matches an application setpoint group already in the database Choose a type of schedule from the Type drop down Select Application or Users amp Passwords Once a type of schedule is chosen from the list click Save to open the schedule screen of the chosen sched ule type e If Users amp Passwords is chosen as the schedule type the Users amp Passwords schedule screen will open with tables and rows to be filled in configure the schedule details from
162. faulted to IP Enter the IP address of the controller to which you are connecting in the IP Address field If the Vali date IP Address checkbox is enabled default only a valid IP address will be accepted If an invalid address is entered a message will appear to notify you that an invalid address has been entered Enter the Port number of the device to which you are connecting in the Port field e The Advisory Commissioning Port is the port used for receiving advisories after commissioning is complete The Protocol Access Level PAL at the Control System level can be configured under the Optional section by checking the checkbox and entering a user name and password in the Protocol Username and Protocol Password fields Site Manager will use the protocol information entered on this page if there 1s any and bypass the information at the Group level for only the units located under this control system Click the Save button to save or the Cancel button to clear and exit the page NOTE The Add Control System menu ts not 4 present at the control system level To add a control system go back to site level right click and select Add Control System menu This will bring you to the Control System Configuration page 5 4 3 1 Advisory Receiver Commission Clicking on Advisory Receiver Commission menu opens the Advisory Receiver Commission page where various advisory configurations can be set This menu is unique at th
163. fer In Progress 31 Figure 6 30 Firmware Transfer Status Page 9 The detailed progress of the Firmware Transfer can be monitored from the Activity History page Admin Tools gt Activity History gt View History Firmware Transfer In Progress 41 Figure 6 31 Monitor Progress Details of Firmware Transfer from Activity History Page Note that to start using the updated language package version the controller s must be rebooted and the language package version must be selected Run Firmware Transfer On Schedule To run Firmware Transfer on schedule 72 Site Manager User Manual 1 If you choose to Run the Firmware Transfer on a schedule Figure 6 32 25 Schedule Manager G All schedules are based on the server s time zone GMT 05 00 Eastern Standard Time America New_York EST DST O Run Now Run On Schedule One Time Only GMT 05 00 Eastern Standard Time America New_ York EST DST Start Date Time 03 21 13 B 2 46 AM v t thi Will only run once at this date time Notification Oo On Success Oo On Unsuccess ful Configuration C Site Directories al Qtest Firmware Transfer Selections Perform Firmware Transfer Firmware Selection Downgrade Allowed No Language Package Options E Update Language Package Language Package Figure 6 32 Schedule Firmware Transfer 2 Configure the start date time hours minutes and more on the Schedule Man
164. for mance with more than 200 sites connected or frequent log retrieval a 4 CPU configuration is recommended Supported Databases e Microsoft SQL Server 2005 SP1 SP4 32 and 64 bit e Microsoft SQL Server 2008 R2 SP1 32 and 64 bit Please note that Oracle Database and MySQL Da tabases are NOT supported Revision History e 133 Supported Application Server Platforms Mic rosoft Windows only e Microsoft Windows Server 2008 R2 Enterprise e Windows Server 2003 SP2 Standard Edition Stan dard x64 Edition Enterprise Edition Supported Browsers e IE 8 and above e The latest version of Firefox available on the Mozilla Web site http www mozilla org en US firefox new 134 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 Appendix A Group Privileges Descriptions and Protocol Access Levels Table A 1 contains the privileges that can be assigned to a Group from the Group Configuration page and their corresponding descriptions A privilege is an activity that can be performed in Site Manager Privilege Description My User Info Allows user to change their password and set personal system settings Allows user to view activities that are waiting to start or in progress that My Pending Activities have been initiated by the user Allows user to view activities from a tree node that are waiting to start or My Pending Activities for Tree Item in progress that have been initiated by the user My Activity H
165. ger server file system The package file will display in the table under Pack age Version Ifthe package file is not valid you will be directed to the page with the language file error displayed identifying the reason for the error Click Return to go back to the Firmware Package Manager window 026 1012 Rev 6 28 OCT 2013 If the package file name does not contain the pkg extension a popup window will be displayed with the error message Figure 6 17 Click OK on this popup to select the correct file from the Add Language Pack age window or click Cancel and return to the main Firmware Package Manager window x ni fle type selected txt Only fie types of pkg are alowed Figure 6 17 Error Message 6 1 2 2 Delete Language File The delete language package function allows lan guage package files to be removed from the Site Man ager file system and database To remove language packages from the server click the checkbox es of the package s you wish to delete and click the Delete button on the Language Packages table Figure 6 18 Language Packages E2 4 05 and above addNew Delete Package Version 4 05B01 E2 F 4 05801 E2 Controller Type Package Name 4 05F01_E2e_zh CN pkg 4 05F01_E2e_it IT pkg Figure 6 18 Delete Language Package The package will be deleted When you click Delete a popup dialog box will be displayed asking to confirm delete Figure 6 19 Are you sure x a Are you su
166. ght clicking on the widget will call up a property ed itor menu that allows you to edit each widget accord ingly 10 4 1 3 Creating a Text Only Label Widget Quick Start 1 Right click on a tree node and select Add GS Screen 2 Click on the GSText widget to add to the screen 3 Right click on the widget and select Properties 4 Add any desired points by selecting the point check boxes in the navigation tree then pressing OK on the Properties menu to save and view on screen 5 Tab to the Label Text field 6 Type text in the field and click OK 7 Click Run you are currently in Edit mode from the menu bar 8 Verify the text you entered in the field is visible on screen 10 4 1 4 Point References Once a GS Screen has been created it can be asso ciated with a point in the Navigation Tree Use the Point Reference section to link a widget with a point by selecting the desired point in the navigation tree Graphical Status Screens Floor Plans e 107 use the navigation tree checkboxes to select The GS Screen will automatically reflect any points that have been previously selected under Point References and carry them over to additional widgets 10 4 1 5 Visibility GS Screen visibility is set so that unused parts of a graphic will not be visible to the user For example if the total number of compressors is 16 and you only need four of them to be seen the visibility is set so only four are shown on the page Whe
167. gure Backup To configure the Backup activity right click in the navigation tree to access Configure Backup and configure from the Configure Backup page You can use the default value or choose a user specified num ber Configure c Configure Advisory Purge b Configure Advisory Snooze Ta Configure Backup Ri Configur Purge Figure 8 5 Backup Menu Configuring Activities To run the Backup right click from the navigation tree to access Backup or click Backup from a prop erties page Configure Backup Activity Backup Unit Item Unit RX 300 3 THIS 03 1 Number of Backups to Keep Enter a value 1 100 specifically for this item Unit RX 300 3 THIS 03 1 Use default value of 4 which is the global default valus 0R Keep m Forever Comments Backup Time Date Backup Info O Mon Nov 30 15 16 08 EST 2009 E2 RX 300 2 80410 O Mon Nov 30 15 15 44 EST 2009 E2 Rx 300 2 80A10 Figure 8 6 Configure Backup Page The Configure Backup page will display the fol lowing information about the activity you are config uring e Activity Which activity you are configuring e Item The controller and type being configured e Number of Backups to Keep To use the default enable the first radio button to use the default value of 4 Ifa fifth backup is performed the oldest Back up will be overridden If you wish to keep five backups or more enable the second radio button and the d
168. h of point It is a forward slash separated list of names from where the page is loaded up to the point For a screen at the Application Instance level this will be the same as the point name For a screen at the application type level it will be the Application In stance name with the slash followed by the point name etc 0 name The display name of the point reference as shown in the tree or context menu title 0 resolved True if the point was successfully resolved Resolved in this sense means found in the database A point that wasn t successfully resolved when the screen was loaded may cause the widget to be invisible at run time 0 visible True if the point is visible 0 dataType A numeric code indicating the type of point O undefined unknown analog 2 digital 3 system list Note that the 0 type property can be used to display an interpretation of these numbers 0 eu The Engineering Units short abbreviated form For example oF for Degrees Fahrenheit Note that for digital points it will contain the ON Engineering Unit with a slash followed by the OFF Engineering Unit 0 engUnits The Engineering Units long non abbreviated form For example Degrees Fahrenheit Note that for digital points it will contain the ON Engineering Unit with a slash followed by the OFF Engineering Unit 0 logDataAvailable This can be TRUE or FALSE TRUE indicates that there is log data in the database FALSE indic
169. he URL address Link Path The link path is how to get to the node of the tree you want to go to from where you are now If the Link Path field is blank it is assumed that the screen will be loaded at the same Tree node where the current screen has been loaded This can be done by entering a relative path preferred or an absolute path Using the graphic in Figure 10 26 as an example the fields would be populated with the relative path information below when linking the push button widget to the AHU GS Screen Links AHU Link Path ABC Bldg ABC E2 Bldg BX 400 1 Suite E NOTE If a forward slash appears as part of 101 Air Handlers AHUs RTU1 OFFICES the name of the link path it must be enclosed inside quotation marks For example if the path is BX 400 1 Suite 101 the unit name would be BX 400 1 Suite 101 and quotation marks would be needed around the text that contains the for ward 10 4 Slash 1 10 Widget Screen Linking Unique parameters that can be specified as the Link on any widget Widge home when this link is clicked on the widget it causes you to leave the current screen and go to the GS screen home page if defined If no home page is defined or if you are already on the home pages a pop up error message will appear back when this link is clicked on the widget it causes you to leave the current screen and go back a page just like the browser back but
170. he units the activity history will report that the firmware transfer process should be repeat ed and recommend in the activity history to retry the Firmware Apply firmware apply If the firmware version match is not located the sta tus of the activity will attempt to determine what version of firmware it does have and report that in the activity status The activity history will then up date to Failed If there is a complete match of firmware versions on all the units the version of the firmware packages on the units will be compared to the firmware package version of the last firmware transfer that is stored in the database Firmware Update 75 6 3 3 Downgrades and Setpoint plicable Clean Out e Ifthe Firmware Apply was not successful the ap l ply process for the entire control system will result If the firmware package version precedes the con as failed and will stop the apply process for any sub troller version this is a considered a downgrade sequent controllers on the schedule Downgrading of firmware will result with a down e Any condition of the apply process that results in a grade warning reported in the activity history There status that is not successful will result in a failed will be additional warnings in the activity history stat status ing that the units will be cleaned out of all setpoints e The activity history will be updated with the non that are currently in the controller which will be set s
171. hema Figure 10 21 GS Screen Properties Window Properties e The Name given to the GS Screen is displayed e Menu Display Name is how the GS Screen name will appear when displayed on the menu e Description is a brief description of the GS Screen e External URL is the GS Screen URL for that can be used for referencing the GS Screen location exter nally e Multi Association Expr is the Javascript expres sion that is evaluated by the tree in order to create a rule for associating a screen to multiple tree nodes or Graphical Status Screens Floor Plans e 105 locations e Background Color Specify a color value to set the background color of the screen defined like any oth er CSS color is defined for example blue green red or fabc09 can be entered Border Specify this property to add a border around the GS Screen For example entering Spx solid blue would create a 5 pixel solid blue border CSS style e With Auto Scaling enabled the GS Screen automat ically scales up to fit the size of the window e When this Published checkbox is checked the GS Screen will be made public e Set As Site Home Page allows you to set the current GS Screen as your site s home page This option is available on the GS Screen Properties window on all levels of the navigation tree except at the direc tory level When a GS Screen is set as a site home page for a specific node the screen defaults as you click the
172. her to ex port All activities displayed or only those Not Com pleted Failed and Partially Completed activities You can also choose to export all details of the activities by clicking the checkbox Click the Ex port button to begin the download NOTE Only the columns currently shown on the page will be exported during file download Enable or disable column headers to show or hide them during download 7 NOTE The activities history you perform can d be specific to a directory unit or site For ex o ample if the user right clicked on a directory site unit or control system in the Navigation Tree results will be shown for the item selected Admin Tools Menu More Directory Tasks t Forward Advisories a Lo View Historical Advisories Activity Tasks cE Admin Activity History G Hadas CS Admin Pending Activities Gi Firmware Tra ZS My Activity History G Obtain Contra dap My Pending Activities G Retrieve Logs Configure Figure 4 33 Admin Activity History Menu from Navigation Tree 4 2 3 2 Configure Purge Activity History data is stored in the database but can be deleted with the Configure Purge feature You can choose to keep the default setting of never purg ing keep all records forever or choose to keep only a specific number of weeks or months by configuring the parameter settings Enter the number of weeks months and time of day to remove old items depending on which you choose
173. ice versa e g digital outputs to digital inputs analog inputs to analog outputs An input point can not be associated to another input point likewise an output point cannot be hooked to another output point Example 1 A time schedule that has a digital output that is turned on and off based on time is hooked to a digital input of another application to perform a bypass action based on the time of day Example 2 An analog combiner with four temperature inputs can average the inputs and have the average as the output value The output is connected to the input of anoth er application to control off of the average temperature Unit Click OK to save the settings pointer information will display in the Value field of the Edit Application page Click Cancel to exit Each output point that has the ability to be a point er can point to multiple other input points within a controller To connect an output point to multiple in put points click the Pointer Configuration icon of an output A pop up window will open and display all the input points connected to that output The page will be blank if no point is connected currently Click to highlight an input point and click Edit to modify or click Delete to disassociate the point and remove from the list To connect more points click the Add button the Pointer Configuration pop up window opens Za Sr Edit Application THIS 03 1 Analog Combiners ANALOG COMBO EMERGE
174. icking a link in the Result column will open a page containing more details about the activity per formed e Exceptions Report click the Exceptions Report icon from this column to open the Activity Failed Report window which displays a detailed in formation about the activity that was either failed or partially completed Menus 17 Click the down arrow that appears next to a col umn header to show more columns or enable sorting options Acthiby fd Are Starbed Ended Duration Usar Target Result Activity Panent id Exceptions Report Figure 4 5 My Activity History Results Show More Columns e Sort Ascending Sort Descending arranges the ac tivities alphabetically from A Z or Z A e Ended the time and date the activity ended Activity ID internal use internal key to the activ ity the user is currently on Activity Parent ID internal use internal key to the parent activity of the one the user is currently on Click Refresh Activity History and new addi tions will be displayed if any Click Reset Filters to remove all filters and re fresh the activity history results Click the Next and Back links to scroll through multiple results pages Sort the table to show historical activities that oc curred from Today Yesterday Past 7 Days or Last Month by setting the Occurrence Date drop down You can also set a custom date range Custom Range to show data that occurred only
175. ield This name will appear in the navigation tree e Set the Protocol Type to El or E2 depending on the type of controller you are using e The Connection Type is defaulted to IP Enter the IP address of the controller to which you are connecting in the IP Address field If the Vali date IP Address checkbox is enabled default only a valid IP address will be accepted If an invalid address is entered a message will appear to notify 44 Site Manager User Manual you that an invalid address has been entered Enter the Port number of the device to which you are connecting in the Port field e The Advisory Commissioning Port is the port used for receiving advisories after commissioning is complete e The Obtain Controller Information Now check box appears only when adding a new control system not available on Edit Control System If this checkbox is enabled default Site Manager will au tomatically connect to the control system and re fresh all Unit Application and Point lists under that controller Optional section If this protocol checkbox is en abled at the control system level Site Manager will use the protocol information entered on this page and bypass the information at the Group level for only the units located under this control system Normally se curity settings for Site Manager are defaulted at the Group Configuration level Click the Save button to save or the Cancel button to clear and exit the
176. ight click on the desired unit from the main nav igation tree to bring up the pop up menu and select Refresh Applications Once this activity has been triggered the Activity Status page will be displayed 56 Site Manager User Manual When the activity has completed successfully the changes if any will be evident automatically on the navigation tree under the selected unit or click on the Refresh button in the navigation frame Refresh Applications Completed on 4 27 11 10 46 AM Manila Test gt SC gt Test Box gt BX 400 2 E2 UnitO2 System Administrator Hide Details Reusing connection User Access Operation Asking Device for access level User Access Operation Access was retrieved Unit Inventory Operation Getting Application Quantities Unit Inventory Operation Complete Figure 5 41 Refresh Application Status Screen 5 6 5 Refresh Point List Refresh point list 1s an activity that may be per formed only at the Application Type amp and Applica tion Instance amp levels on the navigation tree When a refresh point list is performed information is pulled from the controller and is posted to the database Right click on the desired application type or in stance from the main navigation tree to bring up the pop up menu and select Refresh Point List Once this activity has been triggered the Activity Status page will be displayed HVAC Zones Summary Application Type Properties Forward Adviso
177. il Address and have your Site Manager Login ID sent to the e mail address associated with your login ID Forgot your Login ID Enter your E mail Address Figure 2 4 Forgot your Login ID Window De Site Manager User Manual 1 Enter your valid e mail address and click Send 2 Your login ID s will be sent to the e mail you en tered when your user profile was initially set up you will be shown a message stating that there is no e mail address associated with your Login ID Contact your IT administrator E NOTE If no e mail address was assigned If you are unable to log in check the following e Incorrect ID Password combination was entered e Login ID has expired e Case sensitivity was not observed when entering password 2 4 2 Logout To log out at any time click Logout located at the top right corner of the main window Figure 2 5 User System Administrator Logout er Time Fri Apr 29 01 42 12 PM EDT 2011 Figure 2 5 Logout link ager is idle for a set amount of time deter wam NOTE You will be logged out when Site Man mined by the administrator Click the browser Refresh button o to automatically log out and return to the login screen 026 1012 Rev 6 28 OCT 2013 2 5 Site Manager Interface The Site Manager page Figure 2 6 is where you will find the navigation tree navigation window menu bar and the main window Advisory Connection Verification Report Reset Nau
178. in formation was checked Obtain Controller Informa tion can be scheduled from the Schedule Manager Schedule Manager q 3 All schedules are based on the server s time zone GMT 08 00 GMT 08 00 GMT 08 00 GMT 08 00 O Run Now Run On Schedule Details Name Enabled Type Obtain Controller Information v Schedule GMT 08 00 GMT 08 00 GMT 08 00 GMT 08 00 O Run Once O Interval Based Calendar Based Start Date Time 10 03 12 9 38 PM NA End Date Time Ta v Every Day O Days of Week O Days of Month Hours 01234567891011 12131415 1617 18 19 20 21 22 23 Minutes 051015 20 25 30 35 40455055 Notification O ons uccess El onu nsuccess ful Configuration Site Directories E oe Test Figure 4 44 Scheduling Obtain Controller Information Scheduling Firmware Transfer Use the Schedule Manager to upload the firmware package and or language package to the server firm ware transfer Set the Configuration and Firmware Transfer Selections Schedule Manager q 3 All schedules are based on the server s time zone GMT 05 00 Eastern Standard Time America New_York EST DST O Run Now Run On Schedule ET Details Name Type Schedule One Time Only GMT 05 00 Eastern Standard Time America New_York EST DST Run Once Start Date Time 03 21 13 3 2 46 AM E Will only run once at this date time Notification o On Success El on unsuccess ful C
179. in the Result column will open an 026 1012 Rev 6 28 OCT 2013 Activity Details box containing more details about the activity performed Use the drop down menu to view by Result type e Exceptions Report Click the Exceptions Report icon from this column to open a window that dis plays details of the activity that was either failed or partially completed e Sort Ascending Sort Descending arranges the ac tivities alphabetically from A Z or Z A e Ended the time and date the activity ended Activity ID internal use internal key to the activ ity the user is currently on Activity Parent ID internal use internal key to the parent activity of the one the user is currently on Click Refresh Activity History and new addi tions will be displayed if any Click Reset Filters to remove all filters and re fresh the activity history results Click the Next and Back links to scroll through multiple results pages Sort the table to show historical activities that oc curred from Today Yesterday Past 7 Days or Last Month by setting the Occurrence Date drop down You can also set a custom date range Custom Range to show data that occurred only within the date you specified Export options are available at the bottom of the page This allows you to export current page informa tion into different output formats such as Excel Spreadsheet HTML and PDF Select the format from the Export drop down and select whet
180. indicate that the point has no value for that duration The gap will con tinue to draw with time as long as the point remains disconnected Points 97 Inside the graph window Enable the Show full path point list checkbox to display the complete path name of points below the The default time scale set for real time graphs is 5 graph minutes current time shown at the right end of the X axis To change this value choose an option from the Show drop down list Graphed data will be adjusted automatically to the new time scale 10 minutes 15 minutes 30 minutes 46 minutes 1 hour Figure 9 24 Chang Date and time are indicated inside the red box on the cross hairs To print the graph click the print icon To configure the color and style of each line used in the graph click the settings icon A pop up window similar to the following graphic will display Set the color and style of lines from the drop down lists and click OK to apply Click Cancel to exit and return to the graph Dot Dash Dash Dot Dash Dot Dot Red Aqua Black Blue Fuschia Gray Green Lime v v v v v v v v Maroon v C1 CI ENCICIC EP ENN Navy Figure 9 25 Configuring Line Graph Colors and Styles Save your chosen graph parameters as your default by clicking the calendar icon Mouse over the value s to the right of the graph to see reference information site name application and point information about
181. ing activities setpoint broadcast 36 setting up schedules users and passwords 39 Screen Information Parameters 123 Search Criteria 3 narrowing down of 4 Security settings 22 Send Email 35 Service Provider Manager 26 configuring information 27 properties 27 Setpoint Broadcast 36 create 61 Show GS Screen Edit Tool Checkbox 16 20 Site Home Page 106 Index e 143 Site Manager X launching software 5 XML datafile Sites 44 importing of 14 adding new 26 42 configuring information 26 45 deleting 26 44 editing 26 45 properties 45 Site Configuration page illustration of 26 Site Manager 25 Software Registration 10 System Home Page 7 16 T Target Controller Group 38 Terminal Mode function keys 55 initializing 54 Troubleshooting 15 U Units 47 properties 47 Upload Description File 59 scheduling 34 Urgency Bucket 81 User Manager 19 adding new 20 configuring information 20 deleting 21 editing 20 page illustration of 19 User Menus Activity History 17 My Pending Activities 17 User Info 16 enabling system homepage 16 Hide Nav Frame checkbox 17 setting the engineering units 16 Show GS Screen Edit Tool checkbox 16 W Widget Parameters 119 Widget Screen Linking 111 Widgets 107 context menu properties 108 custom images 125 126 127 128 texts 112 144 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 The contents of this publication are presented for informational purposes only and they are not to be construed
182. int tasks Remotely logging into a unit using Terminal Mode technology Creating and designing your own floor plans e Viewing Historical Advisories Receiving Live Advisories Configuring backups and other activities Broadcasting Setpoints Scheduling Activities 2 2 Basic Concepts Using the Site Manager user interface you can log in log out backup and restore sites add edit delete maintain sites and control systems view all activities on a status page access help files and access log in formation in the controller depending on licensing and how privileges are set for each user Navigate through Site Manager by using the navigation tree which comprises four levels or nodes Directory Site Control System and Unit and use the Search What Site Manager Can Do option see Section 2 2 1 Search Criteria for locat ing items in Site Manager Site Manager features include e Site Creation e Basic Site Management navigation tree view grouping of sites site visibility Backup Restore backup all sites daily schedules backup e TCP IP Connectivity Only Historical and Live Advisory Views Terminal Mode viewing the front panel remotely e Data Acquisition log retrieval archiving graphing export to spreadsheet e User Management user access admin functions site security ability to limit user operations e Schedule Activities Firmware Update e View GS Screens Export Setpoint
183. ious ly collected data into a known layout Least system impact 2 Real Time Graphing Gets data from the con troller real time into a known layout 3 GSScreens Gets data from the controller and formats maps it into a dynamic format Most system impact 1 2 Export The Excel export function is intended for small amounts of data It is not optimized to download the entire contents of your database Exporting more than 64 000 rows of data will result in an Excel error and in our experience exporting more than 30 000 rows may affect system performance to the point of impact ing user login ability system out of memory For a log export be aware of the number of points selected and the time interval of the point logged to estimate the number of Excel rows that may be downloaded This formula can be used to estimate the number of Excel rows that may be generated Expected number of Excel rows Points x Sam ples per Hour x Number Hours to Download Point Data 1 3 Scheduled Activities Scheduled Activities run in the background but use the same system resources as on demand activi ties user screens Due to these shared resources we recommend that no scheduled activities are config ured for every site in an enterprise for example log retrieval back ups setpoint broadcast It will con sume all available system resources and will likely run beyond the 24 hour maximum If there are more than 200 site
184. istory Allows user to view activities initiated by the user Allows user to view activities from a tree node that have been initiated by My Activity History for Tree Item he user Allows user to view activities that are waiting to start or in progress that Admin Pending Activities have been initiated by all users of the system Allows user to view activities from a tree node that are waiting to start or EE in progress that have been initiated by all users of the system Admin Activity History Allows user to view activities initiated by all users Admin Activity History for Tree Item Allows user to view activities from a tree node initiated by all users of the system Add User Edit User Delete User Allows user to add users to the system Allows user to edit users of the system Allows users to delete users from the system Allows user to add groups and assign privileges as well as set site and di Add Group rectory permissions for each group Users may perform activities depend ing on what group type they are assigned to Allows user to edit groups by adding or removing privileges and change Edit Group their site and directory permissions Delete Group Allows user to delete existing groups Add Service Provider Edit Service Provider Allows user to add service providers to the system Allows user to edit service providers in the system Delete Service Provider Allows user to delete service providers in the sys
185. itional window that enables Widgets and Creating GS Screens you to select Fixed or Timed Click OK to save e Modify enter a modification for the setpoint from this window by entering a value Press OK to save or Cancel e New Log if the point has been logged log data will display Date Time and Value e Graph shows a graph of the logged data Display Log Graph shows log graph data if the point has been logged Point Properties takes you to the Point Properties page Graph Collection allows you to select points from GS Screens at run mode and graph them 10 4 2 2 My System Home Page Click the home page icon EJ to return to the set GS system home page from anywhere within Site Manag er If a GS Screen has not been set as a system home page a message will appear indicating that no home page has been set 10 4 2 3 Setting a GS Screen as Your System Home Page Located off the My Info drop down menu click Set As System Home Page to set a GS Screen as your home page and overwrite any previously set GS Screen system home page A confirmation window appears click OK to set the GS Screen as your new system home page no undo or close this window After a GS Screen has been set as a system home page it may be disabled by unchecking the Enable System Home Page checkbox in the My Info drop down menu under User Info Set As System Home Page User Info Pending Activities Activity History
186. its definition Me Group Configuration Group Name Protocol Access Lev section 2 ProtocolUsername Password El USER seee E2 USER All Privileges Privileges Assigned to this Group My User Info My Pending Activities My Pending Activities for Tree Item My Activity History My Activity History for Tree Item View All Scheduled Activities View Directory Properties Add Directory Edit Directory Delete Directory View Site Properties Add Site Edit Site Delete Site View Control System Properties Add Control System ei TR ON D LA D Admin Pending Activities for Tree Item Admin Activity History Admin Activity History for a Tree Item Add User Edit User Delete User Add Group Edit Group Delete Group Add Contractor section 4 Site View Permissions Site Directories Figure 4 18 Group Configuration Page 026 1012 Rev 6 28 OCT 2013 Name the new Group by entering it into the Group Name field Next set the desired Protocol Access Level that will apply to the group 1 The Protocol Access Level PAL determines what Site Manager activities are available to the users in a group The available activities will identify what menus and sub menus will be available to the users in that group 2 The PAL can be driven either at the Group level Figure 4 18 or at the Control System level Nor mally the Protocol Access Level is default at the Group configuration l
187. ity Details if the Add Application activity has failed or refer to Ac tivity History Results page for more details of the er ror 5 5 3 Delete Application Instance To delete an application instance right click the application instance click Application Tasks menu then click Delete Application Instance A pop up window will open and ask if you are sure If you de lete an application instance it will delete it from the 026 1012 Rev 6 28 OCT 2013 controller and the navigation tree in Site Manager Click OK to delete the application instance Cancel to stop d ANALOG COMBO1 J JE Status 73 Edit Application Instance Application Instance Properties Delete Application Instance Figure 5 21 Delete Application Instance Menu Pop up message Windows Internet Explorer jJ Are you sure you want to delete this Application Instance This is an unrecoverable operation and cannot be undone Click OK to delete i Cancel Figure 5 22 Delete Application Instance Message A progress window will confirm that the Applica tion Instance has been deleted Delete Application Instance Completed on 7 1 10 2 59 PM Figure 5 23 Application Instance Deleted 5 5 4 Edit Application Instance To make changes to an application instance choose Edit Application Instance in the navigation tree right click the desired application Edit Appli cation will be used to change setpoints in an applica tion and set up
188. jaru ui jsonrpc GsFiles ystem Images e Log retrieval schedule files located in webserverhome webapps emerson If using a clustered environment include these steps when backing up STEP B If the environment being upgraded is now going to be in a clustered environment each worker box in the cluster must have the GsFilesystem mirrored Copy the whole tomcat webapp worker classes folder classes com cpcus jaru ui jsonrpc Gs Filesystem folder identically to each worker box fault settings They are user configurable and therefore may be different webserverhome is the location of your particular Web server For example a Web server location might be c program files tomcat E NOTE The location of these files are the de 3 3 Importing XML Datafile When exporting a tree from Ultrasite the XML file can either be exported from UltraSite or the Site Manager PC application For UltraSite the XML file can be exported and saved via the Export Data options by right clicking on the UltraSite tree The file will be located in the UltraSite install location For the Site Manager PC application the XML file is stored in the Site Manager PC application install lo cation or a common location depending on the instal lation options chosen at the time of the install Note that for the Site Manager PC application all sites to be imported are assumed to be E2 sites and must be changed in the Site Manager application after imp
189. l Time Graph The Show on Real time Graph menu allows you to watch a graph view of points in real time To open the real time graph of a point on a GS Screen RUN mode or on the Watch Or Graph Points page right click on the point value and select Show on Real time Graph The Show on Real time Graph option ap pears only for digital and analog points Override Display Log Graph Graph Colle el Show on Real time Graph te Point Properties Forward Advisories View Historical Advisories Configure Advisory Snooze Configure Log Purge Figure 9 21 Show on Real time Graph Widget Right click Menu Watch Or Graph Points a Point Sample 1 LT s Kennesaw 10 212 237 162 RX 400 3 RACKB 2B Circuits Standard 2801 24 20F PROD CLR Outputs CONTROL TEMP Seege m 2 LT s Kennesaw 10 212 237 162 RX 400 3 RACKB 28 Circuits Stand d PROD CLR Outputs CTRL TERM TEMP ere O 3 LT s Kennesaw 10 212 237 162 RX 400 3 RACKB 2B Circuits Stand TEMP LOG Outputs CONTROL TEMP Display Leg Graph 4 LT s Kennesaw 10 212 237 162 RX 400 3 RACKB 2B Circuits ag RE POINTS Outputs CONTROL TEMP EE Point Properties C public Lise Forward Advisories Figure 9 22 Show on Real time Graph Menu From Watch or Graph Points Page The graph of the point selected displays on a sep arate window Real time Graph Note to enable your browser e pop up option so the graph window dis plays properly Show Points on Real Time Graph
190. l For mat drop list HTML or Text 2 Inthe Users list select your e mail recipients by en abling the checkbox next to the name of the user Names and e mail addresses of users saved to the database will display in this list If an email address Activities Menu was not provided during user setup a NO EMAIL SET UP will display below the user name 3 If your recipient is not in the list or the user email address is not set up enter the recipient s email ad dress in the Additional Email Addresses field Sp 99 Separate email addresses with a comma 4 Type your message in the Body field and provide a Subject for your email required 5 Click Send A message will display if the email was sent successfully Click Cancel if you wish to can cel Send Email nn NOTE SMTP has to be set up initially to en a able this feature a fault privilege lower level groups must be as _ signed of this privilege to access this page For assistance contact your system administrator TY e 4 3 Activities Menu 4 3 1 Advisory Menus 4 3 1 1 Connection Verification Report This report allows users to determine which sites in the navigation tree are in good communication sta tus and which sites are not problem sites To know more about this advisory report refer to Section 7 2 1 Connection Verification Report 4 3 1 2 Purge Inbound Connections Purge Inbound Connection allows you to set purge configu
191. l have a properties page Directory Properties Graphical Status Screens li i e Sites Test Site si Activities Activity Configuration e Backup e Configure Advisory Purge Firmware Transfer e Obtain Controller Information Retrieve Logs Details Address Figure 5 5 Directory Properties Page 5 2 4 Delete Directory To delete a directory select Delete Directory from the desired Directory s right click menu in the navigation tree Directory A message window will open and ask if you want to delete the directory Click OK to delete Cancel to exit Microsoft Internet Explorer K P Are vou sure you wank to delete the Directory Figure 5 6 Delete Directory Message Window 5 2 5 Edit Configure Directory To make changes to a directory click the Edit Di rectory menu from the desired directory s mouse over right click menu in the navigation tree The Di rectory Configuration page opens Nv Directory Configuration Name Parent Directory Address 1 Address 2 Country United States vw City Alabama ka Stats Provincs Region Zip Postal Code Figure 5 7 Directory Configuration Page If United States is selected as the country a drop down menu with all the states will be shown If anoth er country is selected the State Province Region drop down menu will be changed to a blank text field to allow a name to be entered in the field Enter the de
192. l import of the ZIP has occurred J Import GS Screen File location of GS screen to be imported must be a zip extension Figure 10 18 Importing GS Screen or node of the tree and the Site Manager fe software version it was created from in order to successfully import A message will appear in dicating a tree level mismatch if there is a discrepancy with the import E NOTE The ZIP file s must match the level 026 1012 Rev 6 28 OCT 2013 After importing is complete the new GS screen will be listed on the context menu for that node in the Navigation Tree which has been automatically asso ciated for you To edit the GS screen click the Run button to move to Edit mode where you can begin working with the floor plan The GS Screens drop down menu will appear where you can choose from editing tools such as deleting disassociating or publishing the GS screen and more 10 3 6 1 Import Results Existing GS Screens can be imported to different levels on the navigation tree Once you have imported a GS Screen zip extension the Import Results page will show the results of the GS Screen Import Follow the instructions on the page to change the name of a GS Screen or to verify that the import has been com pleted successfully o Import Results Screens User test smiley json Imported Screen Systemfimage_placeholder gif Import error GSSCREEN_RESOURCES messages UserImageDir
193. lable export output options from the drop down below the table Excel Spreadsheet HTML and PDF Click Open or Save on the File Download win dow to proceed with the download 7 2 1 1 Setting Up a Problem Sites Report Email Administrators Only A system schedule can be configured to run and send a report via email listing the problem sites that occurred over a set period of time Problem sites are sites with control units that either failed to receive test 82 Site Manager User Manual calls or failed to connect to the system server For ad ministrators to set up an email of this report go to the Schedule Manager page Before running the schedule the administrator should set the following e Set Mail smtp host value to super user e Provide an email address during user setup Problem Sites Report Email will not run if an email address is not provided For email setup go to My Info for email setup Schedule Manager To set up this schedule in the Schedule Manager page click the Show System Schedules checkbox Figure 7 13 system schedules will display in the schedules list 4 is disabled for user level accounts and will not o be visible on the page Only admin level users can access this page ae gt Schedule Manager a 3 All schedules are based on the server s time zone GMT 05 00 Eastern Standard Time Americ Show System Schedules 11 Disable oReset Filters Type User Schedule Al
194. lan Hinuken O53 10 13 2025 3035 40455055 an Liss Hobification EI On Success o n Unsucoes shi Configuration Pa Get Legs By Filtering Rules r Bilder ist Pow Jett Lists LA Taare ET Taaei Figure 4 41 Scheduling Retrieve Logs From List Scheduling Refresh Point List Refresh point list 1s an activity that may be per formed at a control system level When a refresh point list is performed information is pulled from the con troller and is posted to the database 026 1012 Rev 6 28 OCT 2013 For scheduling Refresh Point List enter a name and choose whether refreshing the point list should be run now or on a schedule Select the type of Schedule one time only at intervals or calendar based Schedule Manager CJ All schedules are based on the server s time zone GMT 08 00 GMT 08 00 GMT 08 00 GMT 08 00 O Run Now Run On Schedule Details Name Enabled Type Refresh Point List Schedule GMT 08 00 GMT 08 00 GMT 08 00 GMT 08 00 O Run Once O Interval Based Calendar Based Start Date Time 10 03 12 B 9 38 PM End Date Time Ta v Every Day O Days of Week O Days of Month Hours 01234567891011 12131415 1617 1819 20 21 22 23 Minutes 051015 20 25 30 35 40 455055 Notification O ons uccess C onu nsuccess ful Configuration Site Directories EI Test Figure 4 42 Scheduling Refresh Point List Scheduling Backup A Backup saves inform
195. le if the widgets are vertical Widgets and Creating GS Screens to each other to begin one will be placed on top of the other hiding the widget To undo click the area outside of the widgets e Vert Center stacks the widgets equally verti cal one above the other depending on the start ing position of the widgets For example if enough space separates the widgets to begin they will be stacked one directly above the oth er Widgets will overlap if there is a negligible amount of space separating them before verti cally centering occurs To undo click the area outside of the widgets Grouping After selecting the widgets to be grouped click the Group Selected option on the widget right click menu The selected widgets are now grouped together and will allow you to move them as a whole Red boxes will appear around the grouped widgets as a whole and disappear from around individual widgets To undo choose from two options that appear on the widget right click menu e Ungroup This Ungroups a single widget with in the group Place the cursor on the widget you wish to ungroup and select Ungroup This To finish separating click off the widget and then reselect it to move Red boxes will reappear at the corners of the widget to indicate it has been ungrouped e Ungroup Group Ungroups all widgets within a group Red boxes will reappear at the corners of individual widgets Duplicating Right click the widget you wish to
196. lick Disasso ciate from the drop down menu The GS Screen will be disassociated from the current node and can then be associated with another node somewhere else on the tree View JSON Source Export Zip Save Image Library Delete Disassociate Properties Figure 10 16 GS Screen Disassociate Menu 104 Site Manager User Manual right click menu on the Navigation Tree and click Associate GS Screen RE 10 3 6 Importing GS Screen ZIP Importing a GS screen allows you to view and work with a GS screen that another user may have sent to you before it is published in the system for all users to see It will be visible on your Navigation Tree view but not to other users To import a GS Screen from its associated place on the Navigation Tree 1 Click Graphical Status Tasks from the right click Navigation Tree menu and click Import GS Screen on the flyout menu The Import GS Screen window opens Graphical 5 Add GS Screen Control Sys B Assodate GS Screen Ki Import GS Screen in Adwienr Derren mas Figure 10 17 Import GS Screen Menu from Navigation Tree 2 To find the GS screen you are looking for ZIP enter the GS screen name or locate the file by click ing Browse A Choose File window opens and the list of any GS screens in zip format ZIP can be seen at the specified location on the computer 3 Click Save and a message will appear above the screen name field indicating a successfu
197. link to Activity Details The page will then wait for more input To exit the screen click Cancel e Full Options Reduced Options toggle button Al lows you to select the display mode for points When Full Options is displayed the Reduced Op tions mode is in use and vice versa Full Options al 50 e Site Manager User Manual lows you to view more points than in the Reduced Options By default the page is set to Full Options click the toggle button to shift modes Advanced Access and Normal Access toggle but ton Click this button to display Level 5 properties in the page A pop up window will show on the page and ask you to enter a valid password Click OK af ter entering the password If the password is correct the user will be able to view additional fields that were not available previously If the password that was entered is invalid an error pop up message will display and the screen remains unchanged e Print Current Tab Print All Tabs The print but tons beneath the window give you the ability to print point information If a print button is clicked all point information shown will show in a new win dow Click Print Current Tab to print the informa tion that is related to the tab you are currently viewing or click Print All Tabs to print all the available point information in all tabs An example of a print output is shown in Figure 5 26 Figure 5 26 Print Edit Ap
198. ll save the information entered and close the pop up window Cancel will not save any data and will close the pop up window Menus e 39 Application Setpoint Group Example When you have chosen the desired application in stance from the Select Application window Figure 4 54 and clicked the Save button the Application Set point Group screen for that particular application will open and display the current application information from the controller Figure 4 58 shows an example of an Application Setpoint Group screen of a Standard Circuit Application Setpoint Group Name Test Application Type Circuits Standard General Setpoints Defrost Defr Times Inputs I Outputs Alarms Notices Additional Info Advanced Defr Status Defrost Delay Defrost output delay Min 1 for Lineup Defrost Type OFF CYCLE dy Defr Duration 0 40 Low Limit 0 00 Defrost Delay 5 00 Term Type TIME Demand Dfr Enab m Defrost Start 20 Figure 4 58 Application Setpoint Group window Standard Circuits shown The Application Setpoint Group screen has tabs containing fields or points whose values can be sent during setpoint broadcast Click the Dot image next to the field name to select the point s you wish to send during broadcast Note that when the Dot image is clicked it will be replaced with a Lightning Bolt im age to indicate that the point or points have been se lect
199. login credentials it is strongly recommended that you rename the Login ID and change the password as soon as the program is installed and running so that duplicate login names and pass words do not occur dE First time users will be presented with the license agreement window The I Agree button must be clicked in order to begin using the application Overview 5 To retrieve a password that has been forgotten click on the Forgot Password link to open a special ID window Figure 2 2 where you can enter your login ID and have your password sent to the e mail address associated with your login ID Forgot your Password Enter your Login ID Figure 2 2 Forgot your Password Window 1 Enter your valid login ID and click Send 2 Your password is changed to a random password that consists of 8 characters when the ID is entered 3 The changed password will be sent to the e mail ad dress associated with your login ID 4 Site Manager will show an information Figure 2 3 to let you know that an e mail was sent containing new password information and redirects you to the Login screen after 5 seconds An email has been sent with the requested information Please wait to be redirected to the Login screen Figure 2 3 New Password Confirmation To retrieve a login ID that has been forgotten click on the Forgot your Login ID link to open a special ID window Figure 2 4 where you can enter your E ma
200. n of 25 26 43 Directory Manager 24 page illustration of 24 editing 25 43 properties 43 Disassociating GS Screen 104 Display Log Graph 95 E Edit Application Instance 49 advisory configuration 52 bypass configuration 52 log configuration 51 pointer configuration 51 Enable Home Page Checkbox 20 Enable System Home Page Checkbox 16 117 Engineering Units Setup 16 20 Executing Activities backup 54 export setpoint file 62 initializing terminal mode 54 obtain controller information 55 refresh applications 56 refresh point list 56 refresh units 57 restore 57 retrieve logs 59 upload description file 59 Export GS Screen 101 Export Setpoint File 62 F Feature Activation and Licensing 10 Firmware 72 Index e 141 upload language package 65 Firmware Apply 73 deployment of 74 downgrades and setpoint clean out 76 firmware matching 76 firmware matching and activity history role 75 non gateway controllers first gateway last 76 successful or failed results 76 Firmware Package Management 65 adding firmware 65 adding language file 68 deleting firmware 67 deleting language file 69 Firmware Transfer 69 downgrading 72 interruptions 73 run now 71 run on schedule 72 scheduling 70 updating language package file 69 72 Firmware Update 65 Apply 73 Firmware Package Management 65 Transfer 69 Forward Advisories 84 93 G Graph Collection 94 Graphical Status Screens Floor Plans see also GS Screens 99 Graphing
201. n points are re freshed and All Points is set from the drop down list at the top of the Navigation Window only the active points will be visible Refresh Active Points 3 Active Points Active w Logs Site Directories Points w Logs g kathy All Points a fdTest Site S gtyXathy s Box Figure 10 24 Point List Drop down Menu 10 4 1 6 Widget Properties The widget context menu lets you change the layer positioning of the widget on the GS Screen duplicate it create additional copies of the widget on the page delete the widget or go to the Image Properties editor of the widget which gives you further configuration options Right click on a widget to show the widget context menu Figure 10 25 L GsImage at 220 120 i Bring to Front Send to Back Bring Forward Send Backward Duplicate Delete Lock Size Position Reset Scale Properties Figure 10 25 Widget Context Menu You can change the settings of each widget with these actions Bring to Front Brings the widget to the top in 108 Site Manager User Manual front of all other widgets Send to Back Brings the widget behind all other widgets Bring Forward Brings the widget one layer down Send Backward Brings the widget one layer up Duplicate Creates a copy of the widget along with its properties Delete Removes the widget from the screen Select ed widgets and grouped widgets can also be deleted by pressing the Delete Del keys
202. n the file appears in the Browse path click the Import License button Ss Activation Licensing Product Activation License Import Current License Information License Type trial License Term 90 Day s Start Date 05 15 2009 10 20 04 EDT Expire Date 08 13 2009 10 20 04 EDT Import License File Find License File Cu Activation License Provisional_2009051 4 1 35947 vC Figure 3 11 Product Activation License Import Page 026 1012 Rev 6 28 OCT 2013 The Product Activation License Update window will open Figure 3 12 O Activation Licensing Product Activation License Update Apply License Confirmation This will apply the selected license file Provisional 20090514 135947 2c To proceed select Apply Imported License otherwise select Cancel ly Imported License Cancel Figure 3 12 Product Activation License Update Page 6 Once the Apply Imported License button is clicked the selected license file will be applied or click Cancel to stop and exit 3 1 3 Licensing Site Manager has basic Maintenance Upgrades amp Tech Support license and extra features that are acti vated by obtaining a license The license key must be entered on the Feature Licensing page to activate the desired feature A Maintenance Upgrades amp Tech Support license key activates basic features and the feature license key activates feature functionalities of Site Manager The licensing activation page is acc
203. n tree you can con nect to controllers set up directory site control sys tem and unit information 2 3 2 Supported Browsers Note that IE 7 and above and the latest version of Firefox off the Firefox Web site are the supported browsers IE 6 is supported for viewing GS screens only 2 3 3 Launching Site Manager To begin using Site Manager open a Web browser IE 7 and above and the latest version of Firefox off the Firefox Web site are the supported browsers IE 6 is supported for viewing GS screens only If running the same computer on which Site Man ager was installed type http localhost emerson in side the browser field If running the program from another computer use the machine name or IP ad dress instead of localhost The Site Manager Enter prise program will open You can begin using Site Manager by e creating a directory structure e setting up users optional Quick Start 2 4 Login Logout 2 4 1 Login The login page is the first page that appears on your web browser Figure 2 1 Enter your Login ID and password into their respective fields the Pass word field is case sensitive and press the Login but ton or press Return on your keyboard Login Login ID Password case sensitive Figure 2 1 Login Page Once your login has been validated you will be taken to the Home page where the page is made up of the navigation tree and main information window
204. n us products controls facility_controls e2 pages e2 aspx Add Firmware Package Click Browse to select an existing local file to upload to Site Manager Select File To Upload 2 Add New Figure 6 5 Add Firmware Package Window Clicking Cancel on the Add Firmware Package window will return you to the main Firmware Pack age Manager window Figure 6 3 Select a firmware package file to upload and click Open to preserve the location and name of the select ed file File Upload Look ir E FirmwareTest v Geze T E2_2 00F01_Firmware_Update pkg E E2_2 00F02_Firmware_Update pkg 1 E2_2 01F01_Firmware_Update pkg kl E2_2 06F01_Firmware_Update pkg SI E2_2 10F01_Firrware_Update pkg E E2_2 11F01_Firmware_Update pkg SI E2_2 12F01_Firmware_Update pkg T E2_2 60F01_Firmware_Update pkg I 2_2 61F01_Firmware_Update pkg SE _2 62F01_Firmmare_Update pkg I E2_2 65F01_Firmware_Update pkg I E2_2 70F01_Firmware_Update pkg SI E2_2 71F01_Firrware_Update pkg ER E2_2 72F01_Firmware_Update pkg File name EZ 4 005093 Femwae_ Update pkg v Files of type All Fies Figure 6 6 File Upload Window 66 Site Manager User Manual E pem E E2_2 73803_Firrnware_Update pkg SS E2_2 81F01_Firmware_Update pkg ED E2_2 82F01 _Fimware_Update pkg SD E2_3 00A06_Firrmware_Update pkg E2_4 00A09_Firmmwware_Update pkg E E2E_4 00A409_Firrmware_Update pkg SS IKEA Afragola Controller 3 002 SS MyE2_2 71F01_Firmware_Update pkg SS
205. nd return to the tree e Click New Folder Ctrl N to create a new user folder in the tree that you can name Click Add to open a Choose File window and select an image from your drive that you would like to up load to the database e Click Upload to upload that image to the database a green checkmark will appear next to the filename and it will become visible in the tree once the upload is complete Your image is now a user image and categorized as such in the database e Click Remove All to erase all the filenames from the list at once this will not remove the file from the da tabase or tree if the files have uploaded successful ly Click the green checkmark to erase the filename from the list this will not remove the file from the database or tree Click outside the menu to close and view the file in the tree Uploading Images To upload an image click on the browse button in the widget properties win dow to locate an image in the database or right click on the User folder and click Add to open the Choose File window so you can upload a new image Click Upload to upload your chosen image to the folder Click outside the window to see the image listed in the tree under the folder Click Use This Image to upload your chosen im age Click on an image name to display the image in the preview screen You may either select images includ ed in the library or upload additional images 116 Site Manager
206. ned and therefore give a detailed customized view of your unique store lay out Right click the Navigation Tree and click Add GS Screen on the flyout menu to begin Test Control System Graphical 5 E Add GS Screen Contral Sys EL Assodate GS Screen K Import GS Screen Figure 10 22 Add GS Screen Menu from Navigation Tree Selecting Add GS Screen will bring up the Add Widgets palette on a blank GS Screen taking you di rectly into Edit mode where you can build a GS Screen from scratch Add Widgets GsAppSummar Table GsBarGraph GsimagecircuntStatus Gsimagednot 6sPercentBar Figure 10 23 Add Widgets Palette To begin creating your GS Screen floor plan se lect the desired widget from the floating Add Widgets palette and right click for editing and properties menus The Add Widgets palette can be moved to any where on the screen 026 1012 Rev 6 28 OCT 2013 10 4 1 1 Create GS Screens Quick Start 1 Enable the GS Screens menu by accessing the My Info drop down menu and selecting User Info 2 Enable the Show GS Screen Edit Tool checkbox on the My User Info page Click Save at the bottom of this page Then click the Refresh button in the navigation tree pane This enables the Graphical Status Screen Tasks menu when you right click a node in the navigation tree 3 Right click on the desired node in the tree and choose Add GS Screen You are automatically in Edit mode For run mode click the Run button in
207. new GSZone widget move and size it to cover the area that the new screen should be based on and then on the widget s right click menu click Convert to Sub Screen 4 GsZoneCircuitStatus at 280 180 1 Figure 10 47 New Sub Screen Bring to Front Send to Back Bring Forward Send Backward Duplicate Duplicate and Rebase Delete Lock Size Position Reset Scale Properties Figure 10 44 Convert to Sub Screen Figure 10 48 Convert Crop to Image Widgets and Creating GS Screens Graphical Status Screens Floor Plans 129 The page ai https ablakedtBOgo says Q Cropping image User gif as Figure 10 49 Rename Image 10 4 4 5 Miscellaneous Parameters A general purpose replaceable parameter br Used to insert a line break within the text 10 4 5 Summary Screen Widget The Summary Screen widget GsAppSummary Table will be available on the GS Screen at the control system unit and application type levels on the tree It will not appear on the widget menu for screens at di rectory site and application instance levels 1 Click on the Summary Screen widget from the Add Widgets menu Add Widgets GsAppSummaryTable Gsimage GsimageCircuntStatus GsimageOnot GsMeter GsPushButton GsSlider GsTable Figure 10 50 GsAppSummaryTable Menu from Add Widget Palette 130 Site Manager User Manual 2 This will add the widget to the GS Screen and will look similar to the following imag
208. nsfer lected and the firmware transfer is a downgrade for the control system the firmware transfer will not occur As a precaution a warning will appear in the Activity History page when a unit is receiving a package that will be a downgrade to its firmware Deawngrade Allee Yes Figure 6 28 Select Yes to Allow Downgrade 5 Select a firmware file to transfer from a list of firm ware files Figure 6 27 that are stored on the Site Manager server 6 Ifyou wish to run a language file update simultane ous with firmware transfer enable the Update Lan guage Package checkbox under Language Package Options Figure 4 35 and then select the language file to update from the Language Pack age drop down list all language package file names on the server will show in this list Language Package Options Update Language Package Language Package Select Language Package e Figure 6 29 Select the Language Package j NOTE If you wish to perform language pack age update only from this page disable the Perform Firmware Transfer checkbox Figure 6 27 7 After setting the configuration of the activity click Go to start the activity Clicking Go without select ing a firmware package or language package will prompt an error message Firmware Update 71 8 Once the Firmware Transfer has been initiated the Activity Status page will open Figure 6 30 and show the progress of the activity Firmware Trans
209. nsfers may be scheduled but will be on a non recurring one time schedule only so they will need to be configured in Schedule Manager each time when run on a schedule Firmware Update e 69 A Firmware Transfer configuration can be select ed from the main navigation tree Figure 6 20 from a properties page Figure 6 21 or from the Schedule Manager Figure 6 22 Directory Properties Graphical Status Screens Sites Test Site Activities ov Configure Advisory Snooze e UST Ser information Configure Backup Retriewe Logs Configure Log Purge ystem Configuration Activity Configuration i Purge Add Directory Ki Configure Advisory Purge D Acc Site Acmin Activity History Acmin Pencing Activities Delete Directory Directory Properties Edit Directory Forward Advisories My Activity History My Pencing Activities Wiew Historical Advisories Figure 6 21 Firmware Transfer Menu from a Properties Page O Schedule Manager 7 T All schedules are based on the server s time rene CMT 05 00 Eastern Standard Time America Newr_York EST DST 00 Eastern Standerd Time Anmerica New_York EST OST Firmware Transfer Selections Perform Ferrware Traster Froe e Sebectior Downg ade Abowed No Language Package Options Update Language Package Language Package Figure 6 22 Firmware Transfer Menu from the Schedule Manager Page At the start of the Firm
210. ntifying the reason for the error Click Return to go back to the Firmware Package Manager window If the package file name does not contain the pkg extension a popup window will be displayed with the error message Figure 6 9 Click OK on this popup to select the correct file from the Add Firmware Pack age window Figure 6 7 or click Cancel and return to the main Firmware Package Manager window 026 1012 Rev 6 28 OCT 2013 Figure 6 8 x Inwald file type selected txt Only file types of pkg are allowed Figure 6 9 Error Message 6 1 1 2 Delete Firmware The delete firmware package function allows firmware package files to be removed from the Site Manager file system and database To remove firmware packages from the server click the checkbox es of the package s you wish to delete and click the Delete button on the Firmware Packages table Figure 6 10 N Firmware Package Manager Firmware Packages Add New Delete b Firmware version Controller Type Firmware Package Name O 3 05F01 E2_133915161Mar082013_firmware pkg 4 05F01 3 05F01 E2_134826762Mar08201 3_firmyware pkg Figure 6 10 Delete Firmware Package The package will be deleted Firmware versions cannot be deleted When you click Delete a dialog box will be dis played asking to confirm delete Figure 6 11 Are you sure x a Are you sure you want to delete the package fie Ls Is Figure 6 11 Confirm Delete Firmware Firm
211. ntrol systems that have Robert in their search scopes Table 2 1 lists the allowed prefixes service pro limits searches to service providers vider user limits searches to users limits searches to names of entities city limits searches to city names limits searches to state codes of enti ties statecode limits searches to state names of enti ties statename limits searches to country codes of en tities countrycode limits searches to country names of entities limits searches to help items country limits searches to menu items role limits searches to role name limits searches to first name of enti ties firstname lastname limits searches to last name of entities limits searches to e mail addresses display name limits searches to display name of en tities unittype limits searches to unit types Table 2 1 Allowed Prefixes to Narrow Down Search Criteria 026 1012 Rev 6 28 OCT 2013 Prefix Search Scope revision limits searches to unit version limits searches to protocol names ip o limits searches to IP addresses Table 2 1 Allowed Prefixes to Narrow Down Search Criteria For example the following ts not supported service provider name Robert s 2 3 Quick Start 2 3 1 Overview In this section you will find step by step instruc tions on how to log in to Site Manager set up the nav igation tree user access and communication information From the navigatio
212. number of points graph points and make changes All application in stances show points that appear underneath the appli cation instance once expanded An example of how an application instance ap pears on the navigation menu 4 Hap AH UD H AHUOOL 1 Ei Graphical Status jaf Status H Application Instance Properties Figure 5 31 Application Instance Properties Navigation Tree Menu 026 1012 Rev 6 28 OCT 2013 An example of how the application instance with points appears inside the main window Ces eS Application Instance Properties Points e ACT CTRLTEMP ACT DEHUM SETPT ACTIVE SETPT APPARENT TEMP COOL STAGE1 COOL STAGE2 COOL STAGE3 COOL STAGE4 COOL STAGES COOL STAGES DEHUM OUT FAN FAILED FAN STATUS HEAT STAGE1 HEAT STAGE2 HEAT STAGES HEAT STAGES HEAT STAGES HEAT STAGES HEAT STAGE HEAT STAGES HUMID CNTRL VAL MOD COOL OUT MOD HEAT OUT OCC STATE SEP COOL SETPT SEP HEAT SETPT SPACE TEMP OUT VS FAN OUTPUT Figure 5 32 Application Instance Properties Navigation Tree Menu To jump to an application point contained within the application instance click on the Points links un derneath the application instance For application instances where defrost 1s applica ble e g case circuits Manual Defrost is available on right click menu or from the Application Instance Properties page Manual Defrost is a configuration that performs a defrost for a freezer or refrigerated case that is
213. o 04 27 2009 14 22 Terminal Mode MAFFIAN NON AR Figure 7 4 Terminal Mode Option An example of expanded information belonging to an advisory t Name Value 06 08 08 01 20 43 PM Source THIS 03 1 NetSetup Advisory Message Occurrence Date Application config has changed Type Notice Priority Status n owleages Returned to Normal Unit RX 300 3 THIS 03 1 Figure 7 5 Advisory Expanded Info Window The Expanded Info window includes e Date and time when the advisory was generated e The actual application or device that caused the ad visory to be generated Description of why the advisory was generated e The type of advisory alarm notice failure e The advisory s priority setting e The advisory s current status e Whether the advisory was returned to normal e The parent controller where the advisory originated 78 Site Manager User Manual The table can be configured to show only certain table column header categories To configure move cursor to one of the column headers to show the ar row down button Click on the arrow to expand and mouse over to Columns to show the list of column categories By default all categories are checked Un check any category you do no want to appear on table Enable the corresponding checkbox to sort column with these parameters Changes will take place as soon as a checkbox is enabled or disabled Occurrence De Type Unit 2 Sort Ascending 08 02 06 02
214. o be deleted from the database Widgets and Creating GS Screens by the user User images can be found in folders cre ated by users or in the User folder System images may not be changed or deleted from the database be cause are pre set in the system System Images Folder Right Click Menu E AHU E AHUAuxH eat jog E GHG uzchHeat ff jpg a SHUBackground gif Za SHUBackground2 jpg AHUBackground2 jpg al Open Enter Ki Download ak Figure 10 31 System Images Folder Right Click Menu e Click Open Enter to open the system image in a separate window e Click Download to save the system image to a loca tion on your drive or open the image in a separate window User Images Folder Right Click Menu E User E image Dlacehokler gif image_placeholder agif Ea Open Enter Ki Download gef Reload Ctrl e e Rename F2 Figure 10 32 System Images Folder Right Click Menu e Click Open Enter to open the user image in a sep arate window Click Download to save the user image to a location on your drive or open the image in a separate win dow Once the image is on your drive you can edit it etc e Click Rename F2 to change the name of the user image Click Delete or press the Delete key on your key board and a window will open and ask if you are sure you would like to delete the user image Click Graphical Status Screens Floor Plans e 115 Yes to delete the image No save a
215. om the graph click the Delete Point icon next to the point name to the right of the graph The graph will be re freshed automatically and will re display with the point removed Graphing Range Set the time range of the data to show in the graph by configuring the Show drop down list The default is 4 hours so 4 hours of logs in either Site Time or My Time will display and is indicated along the bot tom of the graph If Range is chosen start and end times can be entered into the Start and End fields and selected from the calendars next to them 5h om af Logs in Start 2013 03 07 20 02 00 EE End 2013 03 08 00 02 00 A so Figure 9 18 Graphing Range Save your chosen graph parameters or your cus tom date range as your default by clicking the Save as your default log graph time duration icon vi SO that each time the Display Log Graph screen 1s opened these defaults will apply Site Time or My Time The graph can be specified based on Site Time or My Time Select the Site Time option to show log in formation for a date time in the time zone associated with each particular site that has points you are dis playing For every site that has points to be displayed those points are converted to that particular site s time zone Select the My Time option to show log infor mation for a date time for the time zone as set in your Windows setup independent of any site s time zone Site Time My Time
216. ome page My Info Admin Tools User Info Pending Activities Activity History Figure 4 1 My Info Expanded view shown E Menu My Info From the My Info drop down list you can view all of your pending activities and your activ My User Info ty history Pending Activities Activity History If My Info is clicked a menu ap pears with active links to each function figure on the left a status that needs to be viewed this page will be the first page in the Site Manager main win dow that the user sees upon entering Site Man i ager 4 1 2 User Info The My User Info page allows you to view your current information enable and disable Home pages and change your password and contact information Security type login ID and password information can be found in the first section Checkbox Section e If the Show GS Screen Edit Tool checkbox is en 16 Site Manager User Manual abled the GS menus will become visible on the right click Navigation Tree menu Click the Save button at the bottom of this page and refresh the Navigation Tree for changes to take effect e If the Enable System Home Page checkbox is en abled it will set the GS screen you choose as your system home page as indicated by Current Home Page on start up e If the Hide Nav Frame checkbox is enabled the navigation tree will be hidden each time you log in The selected Home page can now be viewed on a full sc
217. ompany Mane Hame Email Address Plena Surber Expire Daten 2 Enter the following Emai address in the To field Salutionzlzcepnglnafermgrzon corn 9 Enter the following baxtim thee Subject fiekil Ze Manager Product Activation SOs 4 Attach the folloring file located on your server bo your era CCRC UaruTools apace tomcat 5 3 20 webapps Jaru eau tmplMy Company 1245081167468 zip 5 Send email Please be eure the information is comert before sebmitting registration Infomation desorepances will delay the mps tration process Allow atleast 1 business day after the registration subesission for your request to be processed Figure 3 7 Product Activation License Registration Page for SMTP disabled systems e Step 1 Create an e mail and include all the in IT Administrator Functions e 11 formation listed in this step e Step 2 Enter SolutionsLicensing emer son com in your e mail s To field e Step 3 In the Subject field of your e mail en ter Site Manager Product Activation License SO followed by the Sales Order number ob tained from customer service e Step 4 Open your browser window and locate the directory that contains the zip file verify that it is the most current version if there are more than one e Step 5 Send the e mail to SolutionsLicens ing emerson com 8 Click OK and this will return you to the Feature Li censing page 3 1 2 Activation Once you rec
218. onfigur ing the Link field from the GS Properties Screen NOTE If a user does not have privileges to view or access a feature or a function that is be E ing linked by the widget the target screen will not load To create a GS link right click on a node of the tree to show the tree level menu hover the cursor over Graphical Status Screen Tasks menu and click Add GS Screen or modify an existing GS Screen by click ing Edit while viewing an active GS Screen The Add Widgets palette tool will show My Info Y Admin Tools Y Activities g Help e GS Screens Button Late j A4 CePushButton at 278 41121 Bring to Front Send to Back Bring Forward Add Widgets Send Backward Duplicate Delete Lock Size Position Resat Scale Catana Client Eint Figure 10 28 Add Widget From the widget palette select and right click the desired widget to show the widget context menu and then click Properties to open the GS Properties page GsPushButton Simple button can be used for screen transfers 1 GsPushButton at 220 120 1 Common Properties Description Tool Tip Left 220 Tep 120 z index 1 width 100 Height 20 Lock Size Posiztion 7 i Link S businessActionjEditSite referenceld 5 0 sitelD referenceTreeLeve Link Path Visibility Qualifier Figure 10 29 Add Business Link 026 1012 Rev 6 28 OCT 2013 To link a widget to a Site Manager feature or func tion enter a business action param
219. onfiguration Site Directories a Wise Firmware Transfer Selections V Perform Firmware Transfer Firmware Selection Select Firr Downgrade Allowed No Language Package Options E Update Language Package Language Package Figure 4 45 Scheduling Firmware Transfer 34 e Site Manager User Manual For more information on Firmware Transfers see Section 6 2 Firmware Transfer Scheduling Upload Description File A description file is a file used to add functionality into the E2 controller To run this activity on a later date select Run On Schedule and configure it from the Schedule Manager page Schedule Manager mt F All schedeles are based on the server s time zene GMT 05200 Eastern Standard Time America New_York EST 05T Run Now Rus On Schedule bessie Sam bel el Det ats Name Type One Tene Only GMT 05 00 Eastern Standard Time Aert 5 New_ York EST Gan Select a Description file from the list or Select Browse to find a new one Description Fle To Upload Browse Reboot controlier s after upload Figure 4 46 Scheduling Upload Description File NOTE This Activity can be scheduled but not recurring See Section 5 6 9 1 Description File Upload to the E2 Controller for more information on uploading description files 4 2 4 3 Filtering Rules Filtering Rules is a configuration of the Retrieve Logs Retrieve Logs From List Setpoin
220. or renewal 3 1 4 2 About Feature Licensing and Keys Licensed features require an activation key that can be obtained through Emerson Retail Solutions Customer Service Contact Technical Support for in structions on entering keys All possible Site Manager features will be dis played on the Site Manager Feature Activation screen To enable or update a feature click the Add Feature button The key entered will know what feature it is asso ciated with and will populate the appropriate field on the screen To override an existing key a new key must be added and replace the existing key Click Save or Cancel to exit 3 2 Database Backup It is highly recommended that a backup of the da tabase and Web server areas be performed on a daily basis for a complete recovery of information in the event of a failure of the Web server on which Site Manager is running It is suggested that user created components such as GS screens widgets images and schedules be backed up 1 Back up the database using the standard procedure for your particular database 2 Back up the applicable Web server areas e webserverhome webapps emerson WEB INF classes com cpcus jaru ui jsonrpc GsFiles 14 Site Manager User Manual ystem Screens User If applicable webserverhome webapps emerson WEB INF classes com cpcus jaru ui jsonrpc GsFiles ystem Widgets User e webserverhome webapps emerson WEB INF classes com cpcus
221. ord User Group Admin Tools Menu Deleting a User Delete a user by selecting the username Adminis trator excluded and clicking Delete A confirmation window will open asking if you are sure you want to delete the user Le User Manager QO Add New Edit Delete Username Delete the Selected User administrator user Figure 4 13 User Configuration Page Delete User 4 2 1 2 Group Manager Configure user levels and assign access rights to those levels by using the Group Manager The Group Manager lists all group names in the database Each group is a link that allows a user to edit that group pro file Select the group name to see Edit and Delete op tions If ADMIN is selected the Delete option disappears Me Group Manager Add New Group Name ADMIN USER Displaying groups 1 2of2 Export Groups to Excel Spreadsheet Figure 4 14 Group Manager Page Group names that are currently in the database will display in the page If more groups are in the database than can display on a single page the list of group names will appear on multiple pages as indicated at the bottom of the window Page 1 of 1 Menus e 21 Click the Group Name header for a quick sort or click the drop down arrow to open the sort menu Group Name v USER Sort Ascending ADMIN Sort Descending EN Columns b V Group Name Figure 4 15 Group Name List Sorting To export
222. ormation Point status information about a point reference that may change over time points are continuously refreshed when a screen is being viewed such as the point value or override status The format of this replaceable parameter is n xxx where n is the reference index on the widget and xxx is the parameter being looked up Note that if the parameter is omitted and only the index 1s supplied it will default to the val parameter as described in Table 10 4 whereas normally this can indicate any reference on the widget 0 1 2 etc If a reference index is supplied for a reference on a widget that doesn t actually have that reference at that number then nothing will be dis played for that replaceable parameter E NOTE In this documentation for clarity purposes only a reference index of 0 is shown in all the examples All data for this category is hookable This means that when in Run Mode when the data is clicked upon or the mouse hovers over the data displayed on the screen a special Actions Menu popup will appear that will allow interaction with the point The interaction is essentially the same as that allowed from the context menu of the Navigation Tree Also certain information will be highlighted with a different color depending on status For example a failure alarm status will automatically have a background color of red Table 10 4 displays Point Status Information Parameter Symbols 10 The most used replaceabl
223. ormation is pulled from the controller and is posted to the database Right click on the desired Control System from the main Navigation Tree to bring up the pop up menu and select Refresh Units Once this activity has been triggered the Activity Status page will be dis played Executing Activities When the activity has completed successfully the changes if any will be evident automatically on the navigation tree under the selected Control System or click on the refresh button in the navigation frame Refresh Units Completed Figure 5 45 Refresh Units Status Page 5 6 7 Restore A Restore pulls the backed up setpoints from the database and restores or loads the data back into the controller and is deployed at the Unit level Right click on the Unit level of the navigation tree and click Restore to start the activity b Dm Wontroner intormauon b Refresh Applications Remove Description File G Restore G Retrieve Logs b Terminal Mode Figure 5 46 Restore Navigation Tree Right Click Menu Navigation Tree 57 The Activity Startup page opens with the activity Restore click Go type set to Restore and the navigation tree shown un der 3 Activity Starbup a en DCH 66 0 THEO L Figure 5 48 Select Another Unit Pop up Window aac a ok OTA I e Restore from a file Restores the current unit using ee a setpoint file data E2b Click the radio button in aL ETE this p
224. ort ing is complete From the Start menu on the Web server machine go to Programs gt Computer Process Controls gt Emerson gt XML Import Directions and follow the 026 1012 Rev 6 28 OCT 2013 instructions for importing the XML file The XML import tool can be run as many times as desired and will only import new sites and directories To run it more than once or to run it outside of this installation view the XML import directions found at the path list ed above have time to start the Yes button may have to be clicked several times after the Web server has been started TY are ime to slar tne eon hareto will be imported so the total number of sites may be lower than expected TT teeth mimber of hes 3 3 1 Default Time Zone During Import If a time zone ID for a site is not present in the XML import file it will be set to US Eastern as de fault 3 4 Troubleshooting 3 4 1 Page Troubleshooting 3 4 1 1 Online Help Navigation Pop up Window Scrolling in Online Help To scroll through pop up windows in the online help use the scroll wheel on your mouse To close pop up windows click anywhere off the pop up If pop up pages in the help appear blank right click in side the window and select Refresh Troubleshooting 3 4 2 Error Report If Site Manager encounters a program malfunction during a user s browsing session an error report will appear on screen Fatal Error Please fill in th
225. ory My Pending Activities Site Properties View Historical Advisories Details Addres AL United States ZS Voice Phone Time Zone GMT 05 00 Eastern Standard Time America New_York EST DST Figure 5 11 Site Properties Page 5 4 Control System A control system is a set of controllers with one point of connection in one localized physical place such as a grocery store Clicking on the control sys tem will open the properties page for that control sys tem Right click for the Control System Tasks menu Building Controllers Graphical Status Screen Tasks P Cont Control System Properties ie Advis Gi Delete Control System 7a Edit Control System Os Fora my Y F View Historical Advisories Loi View Live Advisories Activity Tasks Firmware Package Management H Backup G Firmware Apply G Firmware Transfer Obtain Controller Information Ho Refresh Units G Retrieve Logs Configure Figure 5 12 Control System Level Menus Navigation Tree 45 5 4 1 Control System Properties If Control System Properties is clicked from the navigation tree the Control System Properties page opens displaying the units all activities associated with that control system configurables and details about the control system gig Control System Properties Graphical Status Screens Units Ax 300 3 E2 UnitOs Activities e Backup Activity Configuration System Configuration Configure Advisor
226. ostal Code State Province Recion Figure 4 23 Directory Configuration Page Required field Name Deleting a Directory A user can delete a directory by selecting the di rectory from the list and clicking Delete A confirma tion window will open and ask if you are sure you want to delete the directory Click OK to delete No to stop 4 2 1 4 Site Manager The Site Manager lists all sites in the database From the Site Manager page you can select a site to edit delete a site view its properties or jump to the Site Configuration page to add a site a a Site Manager test site 1 Figure 4 24 Site Manager Page If more sites are in the database than can display on a single page the list of site names will appear on multiple pages as indicated at the bottom of the win dow Page 1 of 1 Menus e 25 Click the Site header for a quick sort or click the drop down arrow to open the sort menu 4 Sort Ascending Sort Descending Figure 4 25 Sort Site Names Adding a Site To add a new site click Add New from the Site Manager page and enter the information into the fields on the Site Configuration page Editing a Site To edit a site view the list of all sites from the Site Manager page and select the desired site name Click Edit and the Site Configuration page will open where the user will enter changes Configuring Site Information Add or edit a new
227. otation can be used to localize any resourc es used here e Right clicking or hovering on a point will display the point context menu e In order to view the context menu hover over the value not the row e The menu displayed will be based on the point se lected From the application summary widget you can left click on a specific row and Site Manager will auto matically bring up the specific application GS screen for the application instance for example the RTU graphical status screen e Application names will be in the same sorted order as found the navigation tree Widget Type GSPushButtonOverride Note that the GSPushButtonOverride widget type provides a constant override or will cancel the over ride on the referenced point Figure 10 56 Widget Type GSPushButtonOverride When the GS screen is created properties will be configured for the point to be used for the override as well as the value being overridden to and also the length of time to override The images can be changed to On and Off At screen runtime selecting the image or button will initiate an override of the select ed point all the way to the controller Note also that the status of the override widget will change when the state is read from the controller 026 1012 Rev 6 28 OCT 2013 11 Revision History This chapter contains important supplementary in formation related to the latest specified release that may not ap
228. ours Holiday Erase Rx on Setpoint Broadcast administrator very Day At 6 20 AM 12M 2096 20AM 12M1096 20AM_ Completed Lompleted 12M21096 25 AM 1241096 254M Completed 12M2 09 8 30 AM 12109 8 30 AM Completed 12M1098 26PM_1241 091225PM_ A Completed Holiday Set Rx on Wall Setpoint Broadcast H very Day At 6 25 AM Time Sched01 E1 Era Setpoint Broadcast tt very Day At 8 30 AM Time Sched E2 Erase Setpoint Broadcast administrator very Day At 8 50 AM 12N20098 50 AM 12 11 09 8 50 AM Completed User Pass Erase All Setpoint Broadcast administrator very Day At 9 10 AM 12N209910AM 12109 9 10 AM Completed vi Ms EEN EPEETAN stants ars namar nne anmannan ase a e Page 1 of 1 Displaying Schedules 1 14 of 14 Figure 4 35 Schedule Manager Page 4 2 4 1 Setting Up User Schedules There are two categories of schedules user and system User schedules are created and edited by us ers System schedules are automatically set up and are not able to be edited by users A table with all the scheduled activities will be displayed By default the columns are sorted according to the next run time which will be in ascending order The columns are sorted by clicking on the column header e Name A unique descriptive name given to a sched ule by the user or Site Manager in case of a system scheduled activity e Type The type of activity scheduled If it is a sys tem scheduled activity then the Type will be sys tem If us
229. ow Urgency Return Bucket Status Type ae Fail 3 Unack 1 No 1 20 Alarm 1 _ Alarm 1 Medium Fail 3 Unack 1 No 21 50 Alarm Alarm 1 Alarm 1 Fail 3 Unack 1 Alarm 1 Yes 51 99 Notice 2 Ack Reset 3 Fail 3 Clear 4 Alarm ESCH Notice 2 Table 7 1 High Medium and Low Urgency Buckets for El and E2 Advisories e 81 7 2 1 Connection Verification Report This report allows users to determine which sites in the navigation tree are in good communication sta tus and which sites are not problem sites The data base is searched for this information according to the user configured settings and a report issued on the da tabase findings The Connection Verification Report consists of a source path and date but is initially sort ed by date N J Connection Verification Report View Problem Sites e Source Path Last Connection Time e Page D Jof 1 e Export Connection Verification to CZESIA v Excort No inbound connections to display Figure 7 11 Connection Verification Report Page For the sorting menu click on the Last Connec tion Time drop down arrow Last Connection Time 127809 5 02 DM 12 2109 6 10 AM 124109 9 04 AM 1146109 11 28 AM 1029109 9 44 PM Sort Ascending Sort Descending Columns b Source Path Last Connection Time Figure 7 12 Sort Connection Verification Report Display To export current data select from the avai
230. ox 5 6 12 Controller Logs and Stats The Controller Logs and Stats activity lets you re trieve and download important diagnostic informa tion from a controller such as CPU usage communication statistics update logs and more via Site Manager The Controller Logs and Stats menu is available at a Unit level right click menu or from the Unit Properties page Executing Activities NOTE Note that to access this feature appro E priate privileges and protocol access levels must be assigned to the user group see Section 4 2 1 2 Group Manager J EPRX 400 2 E2 Unt02 Unit Properties RX 400 2 E2 Unito2 Summary Graphical Status Screen Tasks gt Export Setpoint File Applications Circus f Circuits Standard 2 Forward Advisories Enhanced Suction ap View Historical Advisories M Unit Properties neral Set Global Data Logging Gro Activity Tasks gt Add Application e Activites n System Configuration gt Backup Add Application Configure Advisory Purge Admin Activity History gt Controller Logs and Stats A gt Obtain Controller Information Figure 5 61 Controller Logs and Stats Menu Click the Controller Logs and Stats menu to open the page similar to Figure 5 62 Controller Logs and Stats Type of diagnostic information Figure 5 62 Controller Logs and Stats Page From the drop down select the type of informa tion you wish to retrieve from
231. ox in the My Info drop down menu under User Info ue fo zl Admin Tools Activi Set As System Home Page User Info Pending Activities Activity History Figure 10 4 Setting a GS Screen as Your Home Page GS Screen Actions 10 2 5 JSON Source Code Figure 10 5 shows an example of a view only JSON Source graphical status screen JaveClass 2 ocom cpous sca le 1 gidgecinatences jaru domainobjects jsoncpe graphicalstatus Sc H Siss lass Jave util HashMap Fmapn type GsTear Image a 1 220 Hen g i20 Su 600 b 430 w ieee P images i System image placeholderc git Syatem CCE Images Liquidtoailbackground ipg i gyatra Corrincase Corfinkedcoil ipg Figure 10 5 JSON Source Code Example 10 2 6 Working With Widget Parameters Text based widgets can use replaceable parame ters that are used to help generate the actual contents of the label when displayed within the widget For more information on widget parameters refer to Sec tion 10 4 4 Widget Parameters Customization 10 3 GS Screen Actions 10 3 1 Exporting the GS ZIP Exporting a GS screen sends the floor plan to an other user for viewing without publishing it for all logged in users to see All GS Screens that are export ed will be saved in ZIP format The ZIP file will know which level of the tree it was created from auto matically Each GS screen will contain the Sit
232. pear in the main product documentation We recommend that you read this chapter in its entire ty 11 1 Site Manager Version 13 2 What s New e Live Advisory View Improved readability of View and usability of Refresh e Live Advisory View User Preferences can now be saved Setpoint Broadcast Broadcast additional HVAC zone points Setpoint Broadcast Performance improvements e GS Screen Ability to create new system Site Sum mary screen Firmware Update Improved ability to transfer and apply Firmware to controllers e GS Screens System GS Screen can be saved as a user screen Edit Control System IP address safeguard for uniqueness e Enterprise Summary New Enterprise Summary screen that shows E2 software versions last back ups and IP addresses by site e Add Directory Supports 10 digit Zip Postal Code 163 other minor issues fixed Key Fixes e Log graph Now correctly displays data for En hanced Suction e Pending Activities Fixed fatal error on attempt to view Pending Activities e Live Advisory Urgency level buttons do not affect any other filters on the page e GS Screen Can now save a system GS as a custom GS then set that custom GS as site home e Live Advisory View Live Advisory Column width is not changed to default when Restore De Site Manager Version 13 2 fault Format button is clicked only once e GS Scr
233. performance Above 40 concurrent connections may experience slowness of the user interface experience Above 80 concurrent users may not allow incremental activities in the system 1 5 GS Screens Each GS screen consumes an outbound connec tion to a controller There are a limited number of outbound connections possible as described in the Connections to a Site section This means that keeping a GS screen up and active such as a store manager accessing for case temperatures consumes a connection until the user moves off the screen Under standing the ramification of this and how it will affect the speed at which values display and the response time of other activities that need access to the site can help minimize times when the system may seem to be performing slowly Ze Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 2 Overview 2 1 What Site Manager Can Do Site Manager helps you manage and monitor site information and activities by giving you fast remote access and intuitive navigational tools It also allows users to gain immediate access to data for performing and configuring site activities for superior task control and site management Get your data fast and accurately by e Restoring setpoints e Viewing activity history e Finding activities that are pending e Backing up site information Refreshing units Creating a history of an application s inputs and out puts Executing po
234. plan The colors will change depend ing on the information received from the controller re garding alarm and defrost states Upload and use any image to show the state of the point Gsimage age that can either be static or can change based on some simple programmable logic Image at 220 120 1 Height 100 E2 Bidg BX 400 1 Suite 101 Air Handlers AHUs RTU1 OFFICES Visibility Qualifier System image_placeholder gif Figure 10 38 Point References Section The GslmageCircuitStatus and GsZoneCircuit Status widgets have a default Link of Standard Cir cuits Graphical Status and a default Link Path of 0 appInstPath 026 1012 Rev 6 28 OCT 2013 This means that when Gs mageCircuitStatus and GsZoneCircuitStatus widget types are newly added when clicked they will go to the most obvious place by default the Standard Circuits graphical status screen for the application on the first point reference on the widget Text and Table Widgets For text and table widgets some of the text fea tures you will see on screen are listed in the Text Fea ture column The options you can enter manually are listed in the Options column Font Weight normal bold bolder lighter or enter a numeric value from 100 900 normal 100 bold 700 Header Color enter a color value in this field blue green etc Header enter a color value in this field to set the color of the background header blue green d0d0d0 etc
235. plication Instance Page Application page if you have entered an incor rect point value you have to re enter the cor rect value Yt page frou have entered ne than one user at the same time but the data that is received last will be saved as set by the controller E NOTE Applications can be edited by more 026 1012 Rev 6 28 OCT 2013 Pointer Configuration If a point is capable of becoming a pointer the Pointer Configuration icon ki appears to the right of that point value click this icon to open the Pointer Configuration pop up window Pointer Configuration d Pointer Area Controller THIS 03 1 Application Type Analog Combiners Application ANALOG COMBO1 Point ACTIVE INPUT Figure 5 27 Pointer Configuration The Pointer Configuration window allows you to define a point within the same control system to which the current point being configured will get or send its property To set up a pointer select a value from each of the drop downs e Area Controller the area controller to which the point will associate should be the same control sys tem of the current point e Application Type the name of the application type e Application the specific application to which the point will connect e Point name of the input or output you want the cur rent point to send or get its value from Connect an input point to an output point of the same data type and v
236. point To add this widget to a GS Screen click GsSlider on the Add Widget palette To edit the widget s properties right click the widget and click Properties GeSlider A gli rtfbuchpemgirte b ha dtt piit ef b primary referee H Orbluer vw 220 L50 1 3 Figure 10 43 GsSlider 026 1012 Rev 6 28 OCT 2013 Track Width Width of the slider track in pixels Explorer User Prompt Track Color The color of the slider track To aba Name of new sub Screen change the track s color enter the Cancel name of the color into the field ABC Store Floor Plan Thumb Color The color of the slider control bar To change the color enter the name of the color into the field Figure 10 45 Naming the Sub Screen Minimum Value The lowest possible value that the widget can display Maximum Value The highest possible value that the widget can display Windows Internet Explorer Thumb Width Width of the slider control bar in pixels Thumb Height Height of the slider control bar in pixels Table 10 13 GsSlider Specific Properties P Screen ABC Store Floor Plan saved Load it now Cancel To change the value of a setpoint click the slider T urg 10 46 Saving the Sub Screen bar and drag it up or down to the new setpoint The new setpoint value will be displayed on the widget Zone Widgets Zone widgets allow you to create a new GS screen based on a portion of another screen To use this feature add a
237. pplica tion you wish to add max of 15 characters If the name assigned to the application is already in use a 48 e Site Manager User Manual number will append at the end of the name to differ entiate one from the other teg TEST TESTOO1 TEST002 etc If more than one application is add ed with one command the same naming rule will apply Click the Add button to send the information to the controller the Add Application activity screen will display or click Cancel to exit the page A page similar to Figure 5 20 will display if the application was added successfully The name of the new application will show in the navigation tree Add Application Completed on 6 21 10 5 09 PM Kathy gt Test Site gt Kathy s Box gt RX 300 3 THIS O3 1 System Administrator Hide Details Control System Inventory Operation Unit RA 300 3 THIS 03 1 is online language for unit was retrieved User Access Operation Asking Device fer access level User Access Operation Access was retrieved Unit Inventory Operation Getting Application Quantities Unit Inventory Operation Complete Add Application Instance Adding application TEST Retrieved list of awailable applications Application TEST added User Access Operation Access was retriewed Unit Inventory Operation Getting Application Quantities Add application instance finished Figure 5 20 Add Application Activity Screen See the error information in the Activ
238. r sion The activity history will also be updated with the new firmware version e The final status of the firmware apply for the target control system will be considered successful and all other conditions such as database update failure or program faults will result in a failed status 6 3 6 Successful or Failed Results e The status of the Firmware Apply process for each controller will be checked for a successful result e Ifthe Firmware Apply was successful the apply process will continue with the next controller if ap 76 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 7 Advisories Advisories such as alarms fails and notices can be viewed in an advisory view page depending on where the advisory was retrieved There are two types of advisory view pages the Live Advisory View and the Historical Advisory View 7 1 Live Advisory View The Live Advisory View page displays the current advisories alarms fails and notices retrieved direct ly from one or more controllers in real time Adviso ries can have High Medium or Low priorities which an authorized user can respond to with an ap propriate action Live advisories can be viewed at any control sys tem level or unit level in the navigation tree To open Live Advisory View page click to select View Live Advisories from a level menu ia Advisory Receiver Commission K Forward Advisories Loi View Historical Advisories Loi View Live Advisories
239. rangement click on each col umn to set how advisories are sorted or drag and drop You can also add and show more columns in the table click the checkbox in the list of available columns or remove one or more columns uncheck to remove and set the width of columns by dragging along the cursor to the desired width Settings made to the page will be saved such that when you leave and return to the page same page settings apply Occurrence Dsg Type Unit Source 2 Sort Ascending 08 02 06 02 0 08 02 06 02 0 07 28106 07 4 07 24 06 07 5 07 24 06 07 55 Alarm r RX 400 1 J 07 24 06 02 46 Alarm 07 24 06 01 45 Notice 07 24 06 01 43 Notice 07 23 06 09 46 Notice 07 23 06 09 01 Notice 07 23 06 09 01 Notice 07 23 06 08 53 Notice 07 2306 08 47 Notice O7 2HN06 01 32 Alarm r 07 2306 01 31 Alarm r 07 21 06 07 40 Notice E2 Unit01 Sysiem Zz Sort Descendin At g E2 Unit01 System Columns p Occurrence Date Type Unit Source qs Si Ki Jk Priority lt Status Advisory Message Advisory Limit Property Value Figure 7 10 Add or Remove Columns in Historical Advisory View Table Other page sorting options and navigation are the following e Occurrence Date can be set to Today Yesterday Past 7 Days Last Month or Custom Range e Results per Page can be set from the default of 25 all the way up to 100
240. rations for inbound connection records For more information about this advisory configuration see Section 7 2 2 Purge Inbound Connections 4 3 1 3 Advisory Forwarding With the Advisory Forwarding feature advisories can be forwarded to an email address See Section 7 2 3 Advisory Forwarding for more information about advisory forwarding Menus e 35 4 3 2 Setpoint Broadcast When store hours change or special events occur scheduling a Setpoint Broadcast can send data to mul tiple groups sites and or multiple controllers at one site and provides the ability to send setpoint and pa rameter information across a single enterprise Based on the user s privilege all configured set point broadcasts will be displayed if any If there are no existing setpoint broadcasts scheduled in the sys tem you will be taken directly to the Schedule Man ager page with the activity Type pre filled to Setpoint Broadcast To configure a setpoint broadcast select Setpoint Broadcast from the Type drop down If Run Now is selected click Go when you are ready to run the broadcast and the broadcast will be run immediately instead of according to a schedule Click Run On Schedule to run the broadcast according to the sched ule details gt Schedule Manager S 7 AB schedules are based on the server s time zose CHT 05200 Eastern Standard Time America New York EST OST GMT 05900 Eastern Standard Time America New_York
241. re you want to delete the package file J Figure 6 19 Confirm Delete Firmware Transfer To proceed with the deletion of the selected pack age files click Yes from the dialog box Figure 6 19 Otherwise click No If there were errors in the deletion process an error message will be displayed The error may have occurred because the file is unable to be deleted or is not in the system Click Re turn on the Delete Firmware Files window to return to the Firmware Package Manager window If there were no errors in the deletion process you will be returned to the main Firmware Package Man ager page showing the current list of language pack age files minus the package files that were deleted 6 2 Firmware Transfer The Firmware Transfer process delivers the firm ware files to the units in a control system and or up dates language package files of units A Firmware Transfer can be started from a Directory Site or a Control System in the navigation tree from a Direc tory Site or Control System Properties page or Firmware Transfer can be scheduled H gg nd EZ Desk 2nd EA Desk Control System Tasks ah Advisory Receiver Commission Ki Forward Advisories Lol View Advisories Activity Tasks Firmware Package Management b Backup G Firmware Apply Gi Firmware Transfer bi Ohtain Cantraller Tnfarmatnn Figure 6 20 Firmware Transfer Right click Menu from the Navigation Tree Firmware Tra
242. reen Engineering units can be set to English or Metric depending on the unit of measure the user requires Press the English Units button to set all fields to En glish and the Metric Units button to set all fields to Metric User Info is found under the My Info menu bar Click Save to store the settings and exit the screen or Cancel to cancel changes and exit the screen My User Info Login ID administrator First Name System Last Name Administrator To change your password and or contact information please provide the fallowing infermatien and then click Save Passwords are case sensitive Current Password New Password Retype New Password E mail Fj Show GS Sereen Edit Tool Enable System Home Page Current Home Page Fi Hide Naw Frame Engineering Units English Units Temperature Metnc Units Fahrenheit DEI Temp Change Delta Fahrenheit DDF ze Temp Rate Change degrees F hour DFH w Pressure Large pound sq in PSI w Pressure Small in of water INW Velocity Air Feet min ute FPM he Velocity Liquid gallons minute GPM Liquid Volume gallons GAL Volume Flow cubic feet minute CFM Current amperes 4 w Light foot candles ETC v Figure 4 2 My User Info Page 026 1012 Rev 6 28 OCT 2013 4 1 3 My Pending Activities The My Pending Activities Results page shows the activities
243. reen you are automatically in Run mode When in Run mode right click to bring up 026 1012 Rev 6 28 OCT 2013 the Actions menu After creating a GS Screen toggle the button to Run mode to see the GS Screen operate If you wish to edit a saved GS Screen toggle this but ton to Edit mode so that you can make changes 10 2 3 Widgets and Images The building blocks of GS Screens are the widgets used to create the GS Screens When you click Add GS Screen from the Navigation Tree menu you will be on a clear GS Screen with a widget menu Different types of widgets can be added from this menu and then edited by right clicking for the widget s Proper ties menu for more editing options The Image Li brary 1s available from this menu for downloading and saving images for your GS Screen See Section 10 4 1 Adding GS Screens for more infor mation about building your GS Screen and Section 10 4 3 Widget Editor topic for more infor mation about working with widgets 10 2 4 Setting a GS Screen as Your Home Page Once ona GS Screen click Set As System Home Page located off the My Info drop down menu to set a GS Screen as your home page and overwrite any previously set GS Screen system home page A con firmation window appears click OK to set the GS Screen as your new system home page no undo or close this window After a GS Screen has been set as a system home page it may be disabled by uncheck ing the Enable System Home Page checkb
244. reen that allow users to create a new user sched uled activity and configure e Edit Clicking on the Edit button will allow users to go into the schedule screen to modify or view the de tails of the schedule Delete Only user schedules may be deleted You will be prompted to confirm or cancel Disable Enable Depending on Edit privilege given to your group you can disable or enable schedules anytime from this page by clicking the Disable En able toggle button Disabling a schedule will not de lete it in the list but will only suspend it until the time you or another user set it back to Enable mode e Run Now If you would like to run an existing schedule immediately click on the Run Now but ton Once selected the progress page opens e Reset Filters Applied filters will reset to default Adding a new or modifying an existing schedule Double clicking on a schedule will allow users to edit that schedule same as clicking the Edit button 026 1012 Rev 6 28 OCT 2013 The graphic below shows an example of a Backup activity to be scheduled on a daily basis Calendar Based Schedule Manager ER AR schedules are based om the server s time zone CMT 05 00 Eastern Standard Time Anmerica New_ York EST DST dul Run Now Run On Schedu Summary List Apply Details v Start Oate Time 05 28 08 a 2 55 PM End Date Time 51617 18 19 2021 2223 Alt Clear 5055 All Clear Figur
245. rge takes you to the Configure Log Purge page where you can set parameters for the Log Purge activity 9 3 WatchorGraphLog Points When viewing log data select which points in the E2 controller you wish to log and press the graph icon lEl located inside the navigation window or right click on a point in the navigation tree to bring up the Display Log Graph menu ALL LIGHTS ON a Override Display Log Graph Point Properties amp e eet ie me Figure 9 10 Display Log Graph Menu from Navigation Tree The Watch Or Graph Log Points window opens and shows the points you have checked and would like logged Click the Display Log Graph button to show a graph of the data Click Retrieve Logs Graph to retrieve logs from the controller and show the graph in one step Click Retrieve Logs to retrieve logs from the controller the activity details progress page is launched and the directories that the logs are being retrieved from will be displayed Click Retrieve Logs Export to retrieve a set pe riod of logs from the controller and export the values into the file format of choice Click Export to export only the data that is already in the database Configure the From and To fields to specify the period of logs to retrieve prior to exporting the data Set Time Per spective to Site Time or My Time whichever is ap propriate For File Type select the desired file format to use when exporting logs Comprehensive sav
246. ries View Historical Advisories 1 Add Application Refresh Point List Retrieve Logs Figure 5 42 Refresh Point List at Application Type Level 026 1012 Rev 6 28 OCT 2013 HVAC Zones Summary Application Type Properties Forward Advisories View Historical Advisories k Add Application 1 Refresh Point List Retrieve Logs Figure 5 43 Refresh Point List at Application Instance Level When the activity has completed successfully the changes if any will be evident automatically on the navigation tree under the selected application or click on the refresh button in the navigation frame Running the Refresh Point List Activity Refresh Point List Completed on 5 14 12 4 00 PM Control System Inventory Operation Controller list retrieved Control System Inventory Operation Received schema match for unit AX 300 3 E2 UnitOS Getting Control System Inventory is completed User Access Operation Asking Device for access level User Access Operation Access was retrieved Unit Inventory Operation Getting Application Quantities Unit Inventory Operation Complete Gat Point Inventory Op Gor list of points available for test Get Point Inventory Op Point list was retrieved for test with 24 total points Retrieval Complete Figure 5 44 Refresh Point List Status Page 5 6 6 Refresh Units Refresh units is an activity that may be performed at the control system level When a refresh units is performed inf
247. ries may be typed into one field by separating the multiple entries by commas For example if you wanted to add everything under sites East West and North enter East West North into the Site field This applies to all the fields An underscore character may also be used to match any character within a certain position in the phrase Additionally Point Category and its corre sponding Active Log setting may be used as part of the matching criteria by specifying a value in these 90 e Site Manager User Manual drop downs Once all the criteria for matching is specified click the Add To List button to add the cri teria 8 2 1 1 Bulk Site Name Report A list of sites can be copied to the clipboard from an external text file from Notepad for example or Microsoft Word or Excel and pasted into the criteria Site field The site names should be one site name per line and or comma delimited on a single line or mul tiple lines The user can simply cut or copy the list of sites into the Site field When the user clicks the Add To List button the sites will be verified for matches simultaneously as the Add To List function is occur ring and any that don t match will be displayed at the top of the window for informational purposes so that the user can update their source list of sites if desired Click the Remove All Items button to clear all values from the list In the row of filter fields first row across the top type in a
248. rieved and also for any applications that have changed since the last time the point list in formation was checked Obtain Controller Informa tion can be scheduled see Scheduling Obtain Controller Information on page 33 for scheduling Navigation Tree 55 setup Obtain Controller Information will need to be run or equivalent operation for Site Manager to display the current information in the controller and synchro nize the updates from the controller configuration and the GS Screen Note that if the configuration of the controller changes while a GS Screen is being viewed the system will not pick up configuration changes between the time the application data inven tory is being received Navigation Tree Menu G Firmware Apply G Firmware Transfer ki Obtain Controller Information Refresh Units PA Retrieve ons Figure 5 39 Obtain Controller Information Menu Running Obtain Controller Information Activity Obtain Controller Information Completed on August 11 2008 4 07 55 PM EDT arget Control System ntroller list retrieved eceived schema match for unit RX 300 3 THIS 0O3 1 Figure 5 40 Obtain Controller Information Status Screen 5 6 4 Refresh Application Refresh applications is an activity that may be per formed at the unit level in the navigation tree When a refresh applications is performed information appli cations is pulled from the controller and is posted to the database R
249. rompt 4 To begin filling out your information click the Reg ister button and the window will open where you will enter your information Registration Licensing Product Activation License Registration Current License Information License Type trial Start Date 05 15 2009 10 20 04 EDT License Term 90 Day s Expire Date 08 13 2009 10 20 04 EDT To register your trial license click the Register button Figure 3 4 Product Activation License Registration Page 5 Fill out all fields on this window Figure 3 5 in cluding Sales Order call Customer Service at 770 425 2724 to obtain your sales order number Company Name Address Name E mail Con firm E mail and a contact Phone Number Com 026 1012 Rev 6 28 OCT 2013 pany Name and Name must not contain any special characters etc If desired enter any extra information into the Additional Information box optional Note that for non SMTP enabled systems you must specify if the Web application is a virtual machine by selecting Yes or No for Virtual Server Verify that the information you entered is correct and click the Submit Registration button Registration Licensing Product Activation License Registration 12 1 2A07 Current License Information License Type invalid Start Date License Term D Day s Expire Date To register your trial license provide the following information and click the Submit Registration button
250. rvice Provider Name Configuring Service Provider Information Add or edit a new service provider from the Ser vice Provider Configuration page Edit the service provider information by changing the current infor mation in the fields or by entering new information for a new service provider in the fields If United States is selected as the country a drop down menu with all the states will be shown If another country is selected the State Province Region drop down menu will be changed to a blank text field to allow a Admin Tools Menu name to be entered m the field Click Save to store changes and Cancel to exit without saving and return to the Service Provider Manager page ote Service Provider Configuration Service Provider Name Address 1 Address 2 Country United States City State Province Region Alabama Zip Postal Code Voice Phone E mail Responsible for C HVAC CO Lighting CI Refrigeration Figure 4 29 Service Provider Configuration Page Required fields E mail Service Provider Properties From this page you can view detailed information about the service provider delete a service provider a pop up window will appear and ask if you are sure and edit a service provider this will take you to the Service Provider Configuration page Clicking the Service Provider Properties link refreshes this page
251. s and also load the GS Screen named GraphSubScreen as part of the pop up graph tree applied by default to the screen link path when a GS screen is created this link parameter causes the navigation tree to synchronize automati cally to the location where the GS screen 1s loaded By simply clicking on the widget you can see exact ly where in the tree the GS screen is loaded 0 siteID this is the ID of the site this point is in e 0 controlsystemID this is the ID of the control system this point is in 0 unitID this is the ID of the unit this point is in businessAction businessActionName creates a link from the current GS Screen to a business action UI screen where businessActionName is the exact business action name that is defined in the business ActionDescriptor xml file By clicking the widget the page will load the business action screen Please note that if any of these options are used they should be used exclusively in the link without any other replaceable parameters and are not valid in any other place where replaceable parameters can be used and are only valid on a widget screen link able parameters so that a screen name or link path for that screen may be computed by using any of the reference information although style information such as color will not be shown E NOTE Link and Link Path support replace e Point Reference To link a widget with a point use the Navigation Tree checkbo
252. s in your enterprise it is our recommendation that this activity is separated into smaller batches and staggered for time so they are not executed at the same time This strategy will help make sure system resources are available for every one and your submitted activities will complete as you expect Use the below calculator for a high level estimate of how long a log retrieval may run This table assumes a Dell Poweredge class serv er of two processors and 4 GB memory with a data base that is regularly maintained and a 5 6 MB Internet line speed Number of Connections Number of Sites in the Activity Number of Units per Site in the Ac tivity Number of Points Per Unit Hours Approximate Log Retrieval Time In 6 5 cluding Sites Units Points Connec tions Table 1 1 Log Retrieval Length Estimate 1 4 Connections to a Site There are several factors that contribute to how many concurrent connections can be established in the Site Manager software Examples of connections are a GS screen Log Retrieval and backup of control lers The server configuration CPU memory and any other activities and features being run in the sys tem log retrieval graphing etc all contribute to the performance of the overall system In our experience Welcome to Site Manager 1 a standard Site Manager environment will support 40 concurrent connections without experiencing slow ness of the user interface or activity
253. selecting an ap plication type If the widget is located at the unit level the widget will loop through ALL applications across multiple control systems and combine them into a single list of all applications Application rows will be generated for all corre sponding application types found for the specified application type where the GS screen is located This can span multiple units if the GS screen is at control system level the Properties page for this widget GsAppSummaryTable A table widget for an application summary that has a column for each point type and a row for each application instance 1 GsAppSummaryTable at 219 119 1 e t Commen Properties Application Type E GsAppSummary Table Specific Properties z m Points Headers Y alues nk Name Application JHO Add Dear AIl Text Alignment nt Size ont Family ont Weight 2px solid blue 1px solid black eader Tent Alignment center e If there are no applications found for the specified application type no rows will be shown in the wid get eader Font Size 1px ader Font Family Verdana ader Font Weight old er Font Style ader Font Variant e The widget may be resized by selecting the widget and dragging the corners to make it smaller or larger er Colon lue er Background Color e Depending on the amount of data being displayed in the widget scroll bars will be available if the widget window is smaller than the num
254. sired changes in the Name Parent Di rectory Address and Country fields Click the Save button to save changes or the Can cel button to clear and exit the page Navigation Tree 43 5 3 Site A site is the name for a collection of one or more control systems in one physical location such as a gro cery store Under each site there will be a Control System with listed units such as Einstein or E2 Clicking on the site will open the properties page for the site in the main navigation window Right click for the More Site Tasks menu 5 3 1 Add Control System To add a Control System use the desired Site s mouse over right click menu from the navigation tree and click Add Control System The Control System Configuration page opens 4 W Control System Configuration Name Test Box Protocol Type Connection Type IP v IP Address 10 111 222 33 Validate IP Address Port Advisory Commissioning Port Obtain Controller Information Now Y Use this protocol user information for access to the Optional i p devices atthis Control System Protocol Username Admin Protocol Password eeeee Save Cancel Figure 5 8 Control System Configuration Page Enter Name required field Protocol Type Connection Type IP Address required field and Port information Click the Save button to save or the Cancel button to clear and exit the page e Enter a name for the control system in the Name f
255. site from the Site Configuration page Edit the site information by changing the cur rent information in the fields or entering new infor mation for a new site in the fields If the United States is selected as the country a drop down menu with all the states will be shown If another country is selected the State Province Region drop down menu will be changed to a blank text field to allow a name to be entered in the field Click the Save button to save and the Cancel button to return to the Site Manager page 26 Site Manager User Manual The Site Configuration page 1s also available from the right click mouse over Add Site and Edit Site menus at the Directory or Site levels in the navigation tree Click Save to store changes or Cancel to exit without saving and return to the Site Manager page Zo Site Configuration Name Parent Directory Address 1 Address 2 Country United States City State Province Region Alabama Zip Postal Code Voice Phone Store Format Refrigeration Service Provider Lighting Service Provider HVAC Service Provider Time Zone Figure 4 26 Site Configuration Page Required fields Name and Time Zone Control Systems can be added and deleted from this page Click the Add Control System button to add a new control system Deleting a Site A user can delete a site by selecting the desired site
256. sor to move between tabs Mame ANALOG SENSO Long Mame e The left column shows the names assigned to points pre configured in the controller Hover the cursor over the names to display its description in the Ad ditional Info panel The right column contains fields where you can en ter your changes to point values can be either edit able or non editable depending on the controller s setup Values can be of the following types text enter the value in the field provided drop down expand and select from the list or checkbox click to enable disable the indicated property Use the ar row keys on your keyboard to move between values within a tab vum NOTE Points will vary from one application 4 to another Point values displayed are set E points not real time values For assistance on points refer to the appropriate controller user manual The icons to the left of the point names indicate whether a point value has changed or not e The dot icon indicates that the point value has not changed e The lightning bolt icon indicates that the point value has been modified Click Apply to save the changes to the controller Changes will apply and all point values will refresh from the controller You will stay on this same screen Click OK to save the changes to the controller and exit the page If a change was not saved to the controller the page is enabled and a message appears on top of the page along with a
257. sories listed Select SelectAll or clear Total number of all Select None advisories with advisories one click E EE 97 Advisories D Advisories Selected ccurrence Date All AJI Filter advisories occurrence Ve 5 Advisory Message Advisory Lim by occurence A Past Days s Last Month date or status 6 z Lath System Custom ange l Faled to Obtain DHCP Lease D 000206 EZ UnitOl System nackno a Faied to Renew DHCP Lease 0 OF 2806 O7 49 tie E2 Uniti RMS ASSET Application was created 0 07 24 06 07 56 E2 UntO System ZZ Fated tn Obtain DHCP Lease 0 OT 24 08 OT Se Notice E2 Uniol Swatem 2 Urackigwl Failed to Renew DHCP Lease O7 2406 02 46 Alarm AX 400 1 E2 Unit0i SUCTION GAP Unatkne Low Suction LimitExce 1 0 O7 24 06 01 46 Notice RX 400 1 E2 Unit0i System Unackne Controller startup DI DI 72406 01 42 Notice RX 400 1 E2 Unrtiir zvstem Unatkne Controller shutdown D DI 2106 09 46 Notice AX 400 1 E2 Unit01sCASECTL CK Unatkne Application config hase H OF 2206 m Notice AK 00 4 E2 UnitdisCASECTL CK Unackne Apolication config has c 72008 05 01 Notice AX s00 i E2 Untol CASECTL CATO Unscknowl ASppication config has cha D O7 2W06 OSX Notice RX 400 1 E2 UnitO12CASECTL CK Unatkne Application config has 0 O72206 O 47 Notes AX 300 1 E2 Unite CASECTL CATH Unacknowl Zegkcatos config bag cha D Hee 01 32 Alarm ir
258. ss Level see Table A 2 and Table A 3 on Appendix A Group Privileges Descriptions and Protocol Access Levels Group privileges can also be assigned for activities Restore Backup and more Required fields Group Name and at least one privilege Site View Permissions You can assign permis sions which directories and sites to each Group by enabling the checkboxes next to them Note that if you have added or deleted directories and sites to the database at the Navigation Tree level after these selections have been made the checkboxes will not be selected automatically Simply enable these descendants checkboxes manually Menus e 23 Controller Protocol Access Level Vs Site Manager s Protocol Access Level Site Manager Group s Protocol Access Level Figure 4 18 section 1 see the menu Security associated to dominant controller login tem Level Group Level or Control Sys Access denied Low If Activity is enabled for this user s group then the user will see the Activity in the menu Otherwise the user will not User will not see menu If Activity is enabled for this user s group then the user will see the Activity in the menu Otherwise the user will not see the menu Table 4 1 Controller Protocol Access Level Vs Site Manager s Protocol Access Level the Bypass Controller Security option has been selected E NOTE Rules in Table 4 1 do not apply when Deleting a Group
259. t Broadcast Refresh Point List and Backup activities Use the Fil ter Rules List when retrieving logs for directories sites control systems or units This will configure the Retrieve Log activity by filtering which logs you wish to retrieve Select the applications by enabling the ap plication checkboxes and clicking Go If you wish Site Manager to retrieve logs automat ically at a specified time for each day enable the Run On Schedule option you will be directed to the Schedule Manager page Enable the Run Now check box if you wish to retrieve logs now Set up multiple 026 1012 Rev 6 28 OCT 2013 schedules for multiple days from the Schedule Man ager Click the Go button to run the activity and re trieve logs Logs can be retrieved hierarchically from the Di rectory level all the way to the Point level Figure 4 47 Filtering Rules 4 2 5 Send Email This page allows you to create and send emails to users of Site Manager To go to this page click the Admin Tools menu then click Send Email The Send Email page opens Figure 4 48 Email Format CI sdminiserater System S ministrater NO EMAIL SET UF C user Guest us ar NO EMAIL SET UP Additional Email Agdrassas comma Separated Subject Gody Figure 4 48 Send Email Page To send an email from this page 1 Select the format of your email from the Emai
260. t Click Menu unit Properties Graphical Status Screens ec ymen ary Applications ARTCURTY Control Hir ee E oke M o U n A abba K y x iR i U f KA A n gt 32 ay Activities ada ppli Figure 5 58 Export Setpoint File Menu From Unit Properties Page propriate privilege to run this activity Other wise the activity menu will not be visible for your selection A rpreprteet rn hs Or 026 1012 Rev 6 28 OCT 2013 The Setpoint File Export page opens displaying all backed up setpoints retrieved from the database for the current unit If there is no backup available the page displays an error message E Setpoint File Export Keep Forever Backup Time Date Backup Info No Mon Mar 05 10 52 20 EST 2012 E2 CX 300 3 03A06 Comments Export No Mon Mar 05 10 49 11 EST 2012 E2 CX 300 3 03A06 Figure 5 59 Setpoint File Export Page To export a setpoint file select the backup to download and then click Export You will be asked to choose either to open the file or save it click Save Next choose a location on your PC where to save the E2b file browse to that location enter a new name for the file if desired and then click Save Export Setpoints File Serve kr CJ My D cxsteetg Dcos Tak Recetved Files CWE Mr Music Ce Pictures Poy videos snes G ng Se Fis eum Save pt ge Al Files T Cone Figure 5 60 Export Setpoints File Dialog B
261. ted specific to their level All GS pages that are associated with a certain node in the tree will be visible on that node s context menu To begin creating a floor plan click Graphical Status Screen Tasks on the Navigation Tree and click Add GS Screen from the flyout menu A blank GS screen opens with the Add Widgets menu Clicking the primary mouse button on the node will display the first GS Screen in the list If no GS Screen is available the Properties page will be dis played Overview a Screens are available for viewing controller values and are user configurable These GS Screens are included on the navigation tree menu and listed by name E NOTE Convenient pre set generic GS 10 1 1 Generic GS Screens Convenient pre set generic GS Screens are avail able for viewing controller values and are user con figurable These GS Screens are included on the navigation tree menu and listed by name 10 1 2 Show GS Screen Edit Tool Checkbox My User Info Page Necessary user privileges are required to add as sociate or import a GS Screen Based on the user au thority ofthis particular feature in Site Manager these screens will be available on each level of the tree The Show GS Screen Edit Tool checkbox is enabled by default If you do not wish to see the GS menu items on the context menu un check the Show GS Screen Edit Tool checkbox on the My User Info page and click Save M Show GS Screen Edit Tool DAerresh
262. tem Service Provider Properties Allows user to view detailed information about service providers Allows user to add scheduled activities to the system Activities such as AGA Scheduled Acuaihes backups and retrieve logs can be scheduled to run based on a schedule set by the user Users will be allowed to create user schedules and not system schedules Allows user to view all configured scheduled activities created by all users View All Scheduled Activities of the system Edit My Scheduled Activities Allows user to view and edit only scheduled activities they created Table A 1 Privileges and Descriptions Appendix A Group Privileges Descriptions and Protocol Access Levels 135 Privilege Edit Any Scheduled Activities Delete My Scheduled Activities Delete Any Scheduled Activities View Directory Properties Add Directory Edit Directory Delete Directory View Site Properties Add Site Edit Site Delete Site View Control System Properties Add Control System Edit Control System Delete Control System View Unit Properties View Application Type Properties View Application Instance Properties View Point Properties Display Log Graph Watch Points GS Screen Edit GS Set Home Page Add GS Screen Import GS Screen Associate GS Screen o h Y N R GL Q ag e GL A S z Q be gt 136 Site Manager User Manual Description Allows user to view and edit all sche
263. that needs to be viewed the Pending _ Activities page will be the first page the user sees when first logging into Site Manager 4 2 3 Admin Activity History 4 2 3 1 View History The Activity History Results page opens after clicking Activity History under Admin Tools on the menu bar or from the Navigation Tree menu Figure 4 32 shows an illustration of the page 28 Site Manager User Manual TY tare betwee eng Activity History Results at the administrator lev el shows a complete history of activities performed including such information as the type of activity that was performed start and finish times duration of the activity user information and more gt Activity History Results Reset Filters Refresh Activity History Occurrence Date Past 7 Days Vv Results per page 25 WM Activity Started v Duration User Target Result All M All v 6 2 11 9 37 AM 00 01 49 System Admini Test Site A Partially Complet 10 212 237 X Failed 10 212 237 Failed Obtain Controller In 6 1 11 4 19PM 00 05 51 System Admini Test Box Exceptions Report Retrieve Logs Refresh Units 6 2 11 12 11 00 00 19 System Admini Obtain Controller in 6 2 11 12 09 00 00 19 System Admini A Completed Figure 4 32 Activity History Results page Admin level view shown Plus Sign Click the plus sign in the first column to expand each activity and list any child
264. that you the current user has been wait ing to start or that are in progress and also shows ac tivity status My Pending Activities is found under My Info on the menu bar s My Pending Activities Results Refresh Pending Actmtes s per page 25 Figure 4 3 My Pending Activities Results Page Activity An activity that is scheduled to start or cur rently being performed Requested to Start The start date and time the ac tivity was requested to start e Target Reference to exactly where the activity is taking place e Status The status including items currently in progress and items waiting to start Each item s Status will be a link to the expanded information page or status page if applicable Only items that are In Progress and Waiting to Start will be dis played xm NOTE If the user has pending activities with a a status that needs to be viewed the Pending Activities page will be the first page the user sees when first logging into Site Manager 4 1 4 My Activity History The My Activity History Results page opens after clicking Activity History under My Info on the menu bar or from the Navigation Tree menu Activity History Results at the user level shows a complete history of activities performed including such information as the type of activity that was per formed start and finish times duration of the activity and more My Info Menu My
265. the bypass Navigation Tree 53 in the application instance and will end the on going manual defrost i elt Bypass Type Emergency Defrost Start Cleaning Figure 5 36 Manual Defrost Box 3 Select the type of defrost a Defrost Puts the unit in its normal defrost rou tine b Emergency Defrost Begins defrost immedi ately This event continues until the bypass is removed c Start Cleaning Starts the clean or wash mode Refrigeration cycle ends without any de frost action The normal time programmed for cleaning mode also applies d Refrigeration Override Appears only 1f the application instance is a MultiFlex CUB appli cation 4 Click OK A message displays if the application instance on which Manual Defrost is being run does not have data in the database In this case run a Refresh Point List first and configure the manual defrost again Once set the manual defrost command is sent to the controller Details of the bypass activity whether Completed or Failed will be recorded in the Activity History page 5 6 Executing Activities 5 6 1 Backup A Backup saves information from a controller to the server and can be done at the directory site con trol system or unit level 54 e Site Manager User Manual Right click at the node on which you wish to per form the backup An activity status page opens with a progress bar that shows the status of the Backup activ ity an
266. the controller A selec tion of all retrievable information will be shown in the drop down list when expanded Upon selection of the information type Site Man ager will automatically retrieve and load the informa tion details into the text frame If there is nothing to display a message stating that there were no logs re trieved will show in the frame Navigation Tree 63 To save the information currently displayed click Save as file along the bottom of the frame Select whether to open the file or save it to a location on your computer Data is stored as a simple text file txt The Clear Log button appears next to the Save as file button if there 1s one or more logs retrieved for a certain information type and allows you to purge log data from the controller when selected Note howev er that appropriate user privileges must be set before hand to enable the Clear Log command otherwise the button will not display 64 Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 6 Firmware Update 6 1 Firmware Package Management Before updating the firmware firmware and lan guage packages on the Site Manager server can be up loaded and or deleted from Firmware Package Management at the Control System level on the nav igation tree Figure 6 1 and the Control System Properties page Figure 6 2 Kathy s Box Control System Tasks Advisory Receiver Commission Forward Advisories View Historical Advisories
267. the controller will send an advisory if an advisory occurs These addresses were entered during the installation process in the Advisory Receiv ing Setup window Check with your IT Administrator for further information 026 1012 Rev 6 28 OCT 2013 Click the Commission button to send the configu rations to the E2 controller Cancel to stop the com missioning process and exit the screen Activity History will show the details of the com missioning process both the query of the controller for the parameters and the sending of applicable pa rameters after initializing commissioning From the E2 controller verify that the advisory commissions have been sent to the E2 controller Advisory Receiver Commission Retrieved Parameters Advanced Parameters Show Daily Connection Test Time 9 42 AM x Alarm Fiter Priority Fad Fiter Priority Notice Fiter Priority Control System Id Original Primary Destination Address Heu Primary Destination Address Original Backup Destination Address New Backup Destination Address 20 20 20 a2fc3bbde8 17704259958 10 212 236 26 3001 17704259523 10 212 236 26 3001 Commission Cancel Figure 7 19 Advisory Receiver Commission Page Verifying Advisory Commission Setup in the E2 From the E2 controller press the Menu button to open the Main Menu 8 Status 6 Monitoring MONITORING STATUS Monitoring Master Parameters Monitoring Relay Parameters
268. ti selected they become highlighted Choose ALL to select everything in the list or Clear to de select and start over Email Notification Notification can be sent concerning the status of the schedule based on two options e On Success Activity was successful e On Unsuccessful Activity was unsuccessful which means partially completed or failed Email Format Html Users Additional Email Addresses comma separated administrator System Administrator when online C no emalt Set uP oO user Guest User when online O NO EMAIL SET UP Figure 4 50 Notify Setpoint Broadcast If either option is selected the notification can be configured Two notification options are available e Pop up A popup message will open if you are logged into the system at the time the message is sent out The message will include the name of the schedule type user and status Click OK to close 026 1012 Rev 6 28 OCT 2013 the pop up e Email An email will be sent to the specified users or e mail addresses entered There are three options for E mail Format HT ML Text or Cell Phone SMS Optimized The email message will include the name of the schedule type user and status The SMS message will include the name of the schedule and status A list of all users will be displayed If an e mail ad dress was added when the user was set up in the sys tem the e mail address will be presented below the username If no em
269. tioipiiserer oiris reS arsaa o YAE E e TUSE R tise as FERESE SAAE ENIA SSE EERTE 119 10 4 4 1 Point Status Information EE 120 G ics acs Sv Point Reicrence MiormaNOlkeiresnssressea a E E A ee 122 10 4 4 3 Locale Resource Message KC 8 egeedegieg egere better deed ee EE 123 Odd Sereen mniormaton Paramele E 123 E RE NEE E e 130 BO a gt OT SCIRUS eis E aes ele Rei nae eo tw eee eS 130 IG Soo Ae EE E 131 EE e EE ATE EE E er ne renee E AE 131 viii e Site Manager User Manual 026 1012 Rev 6 28 OCT 2013 10 4 5 3 Points Headers Values scene Ais See 132 I TZ gkKIRAKER TKKaI AE 133 A Modis SITE MANAGER VERSION 3 2 EE 133 APPENDIX A GROUP PRIVILEGES DESCRIPTIONS AND PROTOCOL ACCESS LEVELN 135 ISDE rotistenseuateesenctecensicisues E tase lorsessiediceasols estas tenwedess E E 141 Table of Contents ix 1 Welcome to Site Manager Basic guidelines and best practices described in this section can help maximize your Site Manager ex perience Following these guidelines and educating your staff about these items can help minimize times when the system may seem slow and improve throughput of activities 1 1 Point Data There are three basic ways to show point data in Site Manager Select the one that is applicable to what you want to do and understand the impact that it may have on others and display speed These are listed from the least to most potential system impact 1 Graphing Reads historic data from prev
270. ton forward when this link is clicked on the widget it causes you to leave the current screen and go for ward a page just like the browser forward button graph when this link is clicked on the widget the associated points will be graphed that opens in a sep arate window If no points have been associated an Invalid Reference message will appear graph N will graph a different point where N is areference number for a valid reference in the widget For example graph 1 will graph the point specified by reference 1 You can include multiple references in the graph by separating them with commas for example graph 0 1 2 will graph the points specified by references 0 1 and 2 on the popup graph graph ScreenName optionally you may fol ts and Creating GS Screens low the graph link with the name of a screen to show as part of the graph For exam ple graph 1 2 GraphSubScreen would pop up the log graph for the points specified by references and 2 and also load the GS Screen named GraphSubScreen as part of the popup graph The GS screen used in the popup graph must be specially designed for this purpose graph 1 N GsscreenName 24 sets a de fault time period for the pop up graph where 24 is the number of hours that can range from 1 to 4320 For example graph 1 2 Graph SubScreen 8 will pop up a log graph for points specified by references 1 and 2 within the last 8 hour
271. tree or context menu title Show Label Location on the widget where the label will be displayed Top Bottom Left or Right Show Value Allows you to select whether to display the actual value of the point reference and mea surement unit or not and lets you Select where to display the value on the widget Bar Fill Color The color of the percentage bar The default color is blue To change the color enter the name of the color into the field Show Percentage Enable the checkbox to show the percentage number value Show Low High Val Enable the checkbox to show ue the low and high values at the bottom of the widget The low reference point value High Value The high reference point val ue Table 10 11 GsPercentBar Specific Properties GsBarGraph The GsBarGraph widget uses bars as a representa tion of point reference status Each colored bar on the graph along the X axis represents a point reference and the height of the bars corresponds to the point val ue on the Y axis High and low limits are indicated by the lines across the graph Click GsBarGraph on the Graphical Status Screens Floor Plans e 127 Add Widget palette to add this widget to your GS screen To edit the widget s properties right click the widget and click Properties GsBarGraph A configurable bar graph d 1G iu 33 129 961 Figure 10 42 GsBarGraph Label The name or description that will appear on the widget
272. ts being worked with Choose the list you wish to work with If the list is changed with unsaved edits you will be prompted to save changes The List Name field contains the list name Type in the field to rename an existing list or name a new list that is being created The Public List checkbox indicates whether or not the list is public Public lists can be viewed by all us ers and private lists are only visible by the list owner user who created the list Check or uncheck this box to toggle lists to private or public applicable user privileges apply Note that if an Unsaved changes List has been modified message appears a list has been modified and not yet saved Click the Update List or Save as new List buttons to save Updating the list will save list modifications to the database Delete List will delete the list from the database The Criteria section top right is where the name of a Directory Site Control System Unit Applica tion Type Application Instance Point or any combi nation to add all elements that match those names into the list If a name is added without wildcard symbols or _ the exact name must match To match a partial name place an asterisk wild card symbol at the beginning or end or both of the name match For example to add all points that are under Application Instances with a name beginning with GLOBAL enter GLOBAL in the Application Instance field and click Add to List Multiple ent
273. uccessful status and the reason for failure back to its original factory settings e The last message in the activity history will report the warning message stating that the controller may 6 3 4 Non Gateway Controllers not be working properly or that the controller is un First G ateway Last stable and should be evaluated immediately e The Firmware Apply activity will start the process on all of the non gateway controllers and process each one at a time Only after all non gateway con trollers have successfully completed will the Gate way controller will have the firmware applied The reason to apply the Gateway last is the connection to the gateway unit will be lost once the firmware ap ply has been initiated e Once the activity has started to apply the firmware packages the activity will attempt to reconnect to the device every 30 seconds for 15 minutes or until it has been reconnected If the firmware activity is unable to reconnect to the unit the Firmware Apply status will result in a failed status 6 3 5 Firmware Matching e Upon acknowledgment from the controller the Firmware Apply activity will check and attempt to find a match between the existing firmware version of the controller and the version of the firmware package being applied If the controller s current firmware version matches the firmware package version being applied the record for the controller in the database will be updated to reflect the new ve
274. uilder Edit Delete NAME Add a new Target Controller Group Bx on Vall Time Sched E D r Figure 4 55 Target Controller Group Click Power Builder to open the List Powers Builder window where you can manage your target controller groups see Section 8 2 1 List Power Builder 026 1012 Rev 6 28 OCT 2013 Give the group a unique name You will be prompted if the name entered matches a target group already in the database The tree will be displayed that will mimic the nav igation tree but it will be filtered to show only appli cation types supported for this version of setpoint broadcast Target Controller Group Name Site Directories a Qres Dir 1 3 Test Ste 1 3 _J 4controt System 1 3 LJE RX 300 3 THIS 03 1 E User Access Levels AF ACCESS SERVICE Figure 4 56 Configuring New Target Controller Group Selecting a top node will automatically select all child nodes underneath Once the selection s have been made click the Save button At least one selection must be made When specific child application nodes are selected only those selected applications will be processed by the Setpoint Broadcast If there are no valid applications selected when the setpoint broadcast runs that information will be saved and visible in the Activity History details 4 3 2 1 Schedules Setup For all schedule pages The field selection control is identified with the image of light gr
275. urrent date will be compacted based on the rules that you specify thereafter If Specified Number of Weeks is chosen select a number from the Number of weeks keep drop down e Number of weeks keep Select a number from the list This option will hide when the Data older than rule is set to Now e Based on the method of compaction AVERAGE Log values for the established time period will be added and the sum ofall values will be divided by the number of logs MAXIMUM Over the set period of time the log with the highest max value will be stored MINIMUM Over the set period of time the log with the lowest min value will be stored Example Logs recorded were 10 20 10 and 10 Com paction by AVERAGE will yield a log value of 12 5 Com paction by MAXIMUM will yield a log value of 20 and a value of 10 if by MINIMUM e Over a Period Logs will be compacted depending on these settings Specify the amount of time for compression of the AVG MIN or MAX values Se lect a unit of time from the Period drop down and choose a number from the Over a drop down Click Save to save the settings and exit or Cancel to exit the page without saving Example of Compacting Log Data Consider the following log data for compaction Date and Time Recorded April 1 2010 12 00pm April 1 2010 12 15pm April 1 2010 12 30pm April 1 2010 12 45pm Table 8 1 Example of Compacting Log Data 026 1012 Rev 6 28 OCT 2013 Date
276. value 10 Only one instance is recorded the other is deleted Configuration Tools Same rules apply for compaction by Maximum except that the highest value is recorded Reduced Value 2 4 Date and Time Table 8 4 Example of Compacting Log Data Maximum April 1 2010 01 30pm 8 2 Configuration Tools 8 2 1 List Power Builder Create view edit and delete lists with the List Power Builder tool Power Builder creates large scale lists by specifying a filter or matching criteria of items to add or remove from a list instead of using each item in the list individually as a result large lists can be built quickly The List Power Builder window can be launched from 3 different places in Site Manager The Watch Points screen Schedule Manager page when schedul ing to Retrieve Logs By List and from the Setpoint Broadcast Scheduler configuration page Target Group Controller Group area Showing 1 2 af 2 Figure 8 10 Power Builder Window The title in the top left will vary depending on the type of lists that the power builder is currently work ing with This can be Watch Points Lists or Target Configuration e 89 Controller Groups Lists depending on where the Power Builder was launched from Only one type of list may be worked with at a time Note that Watch Points Lists are used both on the Watch Points page and for Retrieving Logs From List The Load List drop down menu displays all the Lis
277. ware Package Management To proceed with the deletion of the selected firm ware package files click Yes from the dialog box Otherwise click No If there were errors in the deletion process an error message will be displayed The error may have occurred because the file is unable to be deleted or is not in the system Click Re turn on the Delete Firmware Files window to return to the Firmware Package Manager window Figure 6 10 If there were no errors in the deletion process you will be returned to the main Firmware Package Man ager page showing the current list of firmware pack age files minus the package files that were deleted Firmware Package Manager Firmware Packages WO Add New Firmware Version g 3 05F01 4 Oto Firmware Package Name E2_115253214Mar20201 3_ firme Figure 6 12 Firmware Package File Deleted 6 1 2 Adding and Deleting Language Packages a files separate from firmware packages that provide support for other languages in E2 Language packages can be uploaded and or deleted from the Firmware Package Manager page and are available only for E2 controllers with firmware ver sions 4 05 and above TY sneer pom rn paca Firmware Update 67 6 1 2 1 Add Language File Under the Language Packages table Figure 6 13 click Add New to upload a language package to Site Manager Language Packages E2 4 05 and above O manen delete Package Version Controller T
278. ware Transfer a Control System Inventory will be performed on the Control System s selected for Firmware Transfer 70 Site Manager User Manual The Firmware Transfer configuration 1s accessed from the Firmware Transfer Scheduler Figure 6 22 The two scheduling options for Firmware Transfer are Run Now Figure 6 23 and Run On Schedule Figure 6 24 Run Now O Run On Schedule Go Details Type Firmware Transfer Configuration Site Directories ld Biet a Z axathy Test v gi Test Box 1 _ g2uTest Box 2 Firmware Transfer Selections 4 Perform Firmware Transfer 3 05F01 4 05F01 Firmware Selection Downgrade Allowed No Language Package Options Update Language Package Language Package Figure 6 23 Set Firmware Transfer to Run Now Run a Firmware Transfer on a Schedule Schedule Manager p AR schedules are based on the server s time come CMT 05 200 Eastern Standard Time America Norr_York EST OST One Time Only CMT 05 00 Eastern Standard Time America New_ York EST DST Firmware Transfer Selections d bestorm Frrmwzse Traster Froe ge Selection Downy So Allowed No Language Package Options Update Language Package Language Package Figure 6 24 Set Firmware Transfer to Run On Schedule The Schedule Manager is responsible for running the Firmware Transfer activity The Firmware Trans fer activity configuration has two options e Run
279. widget with a point in the Navigation tree The gauge indicator moves up or down as the value of the point being ref erenced changes 1n real time Click on GsMeter from the Add Widgets palette to add the widget to your GS Screen Right click the widget and click Properties to change the widget s properties for example image dimensions gauge color scale values and more Note that if the widget is associated with more than one point in the Navigation tree only the primary point reference value will be displayed GsMeter A configurable vertical mater Figure 10 39 GsMeter Widget Graphical Status Screens Floor Plans e 125 Gauge Color The color of the gauge indica tor The default color is red To change the color enter the name of the color into the field Gauge Thickness The thickness of the indicator in pixels Minimum Value The lowest possible value that the scale can display at what number the scale starts Maximum Value The highest possible value that the scale can display at what number the scale ends Show Indicator Enable the checkbox to show the actual point value on the in dicator or disable to hide the value The number of tick marks be tween two major tick mark la bels on the meter Temperature Label With what value the scale starts Origin to show the number Temperature Label Ticks Major Hash Mark The number of ticks a mark Ticks stands for Hash Mark Tick In The
280. xes to select the point a points with a widget is to first select the point NOTE The recommended way to associate you wish to associate then add any text Graphical Status Screens Floor Plans 111 Gsimage a E2 Bidg BX 400 1 Suite 101 Air Handlers AHUs RTU1 OFFICES lity Qualifier E CsImage Specific Properties z Images o E System image_placeholder gif Figure 10 27 GsImage Property Editor Screen For text widgets some of the text features you will see on screen are listed in the Text Feature column The options you can enter manually are listed in the Options column Table 10 1 center left right enter a numeric value for the font size or xx small x small small medium large x large xx large times courier arial normal small caps italic normal oblique normal bold bolder lighter or enter a numeric value from 100 900 normal 100 bold 700 Table 10 1 Widget Text Features T CSS apply for these text fields For further information on CSS formats refer to these sites http www javascriptkit com dhtmltu tors css5 shtml and or http www htmlhelp com refer ence css properties html TY 5 aon rec ene For fure 112 Site Manager User Manual Linking a GS Screen to Other Feature Function Screens Aside from linking a GS Screen to an external URL or to another GS a GS Screen can be linked to a feature or function within Site Manager by c
281. y Any firmware not transferred using Site Manager will not be recognized NOTE Firmware Packages contain more than T one firmware version and each will be listed in the Firmware Version s text box The Backup Control System before Apply drop down will perform a backup of units m the Control System before the firmware is applied if the option is set to Yes The default value will be No Figure 6 35 If Downgrade Allowed Figure 6 35 is set to Yes a warning message will be displayed alerting that the unit s existing setpoints will be cleaned out as a result of downgrading the firmware Figure 6 37 Click OK to proceed with the down grade or Cancel to stop Activity Startup The page at http localhost 8080 says ed Ten WARNING Firmware downgrade clears out all setpoints Do you wish to proceed a Site Directories s u 3 dd_111 8 Oiodte111 Firmware Apply Options Backup Control System before Apply Yes Downgrade Allowed Y Cancel Apply If Battery Test Fafe No a Firmware File Information Status Ready to Apply Apply to d gt dd_111 gt dde_i11 Version 2 60F01 Transfer Date Wed Oct 01 21 25 35 EDT 2008 File Name E2_2 60F01_Firnmware_Update pka Figure 6 37 Firmware Downgrade Warning Message 026 1012 Rev 6 28 OCT 2013 When you are ready to execute the Firmware Ap ply activity click Go The Firmware Apply activity will continue to run even if you navigate away from the
282. y site control system or unit level in the navigation tree set the filtering with the Filters Rules List Section 4 2 4 3 Filtering Rules This allows you to determine how the logs you are retrieving will be filtered Logs are retrieved directly from the application type application in stance and logged point levels in the navigation tree Retrieve Logs Completed on Wednesday March 04 2009 6 06 47 PM Figure 5 49 Retrieve Logs Status Page Executing Activities View information such as target time including start and duration intervals of when an activity was performed method user information and status You can also retrieve logs from the Watch Or Graph Log Points page 5 6 9 Upload Description File For E2 controllers only description files can be uploaded from the Directory Site Control System and Unit levels in the navigation tree and from the Unit Properties page or accessed from the Admin Tools drop down menu on the Schedule Manager page depending on user permissions A description file is a file used to add functionality into the E2 con troller If you want to run the description file one time on ly choose Run Now and the Activity Startup page will open where you can click the Browse button to locate the description file you wish to upload to the E2 controller If the description file is to be uploaded at a later date select Run On Schedule and configure it from the Schedule
283. y Purge Admin Activity History Configure Advisory Snooze Admin Pending Activities Configure Backup Advisory Receiver Commission Control System Properties Delete Control System Edit Control System Forward Advisories Details Protocol Type E2 Last Connection Time May 14 2012 3 51 24 PM EDT Connection Type IP IP Address IP Port 1025 Advisory Commissioning Port3001 Figure 5 13 Control System Properties Page Each control system has a properties page It dis plays all the information that is related to a control system including sub directories activities to per form and configuration information Under each Control System there will be 0 or more Units of that control system type such as Rack A or HVAC Site Manager will allow a tree with more than one control system of the same type in each site The available units will be loaded once the user clicks on the plus sign next to the control system to be opened You may also right click on the control system in the navigation tree and select Refresh Units from the navigation tree e Units All units that have been set up for this control system e Activities Lists any activities that may be per formed on the control system e Activity Configuration Activities that can be con figured at the control system level can also be ac cessed from this page e System Configuration Opens the Activity History 46 Site Manager User M
284. ype E 4 05801 E2 4 05801 E2 Package Name 4 05F01_E2e_zh CN pkg 4 05F01_E2e_it IT pkg Figure 6 13 Add Language Package Choose a file to upload by clicking the Browse button on the Add Language Package window Figure 6 14 and selecting the desired file from the File Upload window Figure 6 15 Site Manager is not shipped with any firmware and language packages pre loaded in the system Firmware and language files must be obtained from the emersonclimate com site and then uploaded to the server For example the files for E2 can be found here http www emersonclimate com en us products controls facility_controls e2 pages e2 aspx Add Language Package Click Browse to select an existing local file to upload to Site Manager Select File To Upload Add New Cancel Figure 6 14 Add Language Package Window Clicking Cancel on the Add Language Package window will return you to the main Firmware Pack age Manager window 68 Site Manager User Manual Select a language package file to upload and click Open to preserve the location and name of the select ed file File Upload GD FirnwareTest eze EI E2_2 00F01_Firmware_Update pkg E E2_2 00F02_Firmware_Update pkg T E2_2 01F01_Firmware_Update pkg J O2 pE E E2_2 73803_Firmware_Update pkg SS E2_2 82F01_Firmware_Update pkg S E2_3 00A08_Firmware_Update pkg E2_4 00A09_Firmmware_Update pkg I E2_2 06F01_Firmvare_Update pkg E k E2_2 10
285. zation When you customize a text based widget a vari ety of parameter symbols can be used Text based widgets can use replaceable parameters that are used to help generate the actual contents of the label when displayed within the widget Any combination of reg ular text and replaceable parameters may be used any number of times within the Label Text field of a text widget or label property or the Captions and Labels of a GS Table widget Each widget will have a possible reference to get a real time value from the specified controller All references must be added manually which differs from the preferred method of generating actual contents of the label For example to display the temperature of point reference 0 within a Text widget one might use the la bel text of label temp 0 0 engUnits In which case the actual output in the widget would look something like Temperature 73 0 Degrees Fahren heit with the 73 0 temperature variable continuously changing to match the actual temperature reading of the point gets will differ depending on which type of wid E NOTE The Properties menu options for wid __ get you choose Widgets and Creating GS Screens There are five 5 kinds of replaceable parameters Point Status Information Point Reference Information Locale Resource Message Keys Screen Information Miscellaneous Parameters Graphical Status Screens Floor Plans e 119 10 4 4 1 Point Status Inf

Site Manager User Manual - Emerson Climate Technologies

Contents

Download Pdf Manuals

Related Search

Related Contents