Remote supervision solutions user manual 3 ENG +0400022EN - rel. 1. - 18.11.2010 I n s t a l l e r Content 1. SYSTEM REQUIREMENTS 5 1. Minimum hardware requirements (recommended) 2. Software requirements. 1. Languages. 2. General SCREENS. 2. Login. 2. Desktop. 2. Details. 2. Favourites. 3. START-UP 10 3. Install the software. 4. CONFIGURATION 13
Remote supervision solutions user manual 3 ENG +0400022EN - rel. 1. - 18.11.2010 I n s t a l l e r Content 1. SYSTEM REQUIREMENTS 5 1. Minimum hardware requirements (recommended) 2. Software requirements. 1. Languages. 2. General SCREENS. 2. Login. 2. Desktop. 2. Details. 2. Favourites. 3. START-UP 10 3. Install the software. 4. CONFIGURATION 13
Remote supervision solutions user manual 3 ENG +0400022EN - rel. 1. - 18.11.2010 I n s t a l l e r Content 1. SYSTEM REQUIREMENTS 5 1. Minimum hardware requirements (recommended) 2. Software requirements. 1. Languages. 2. General SCREENS. 2. Login. 2. Desktop. 2. Details. 2. Favourites. 3. START-UP 10 3. Install the software. 4. CONFIGURATION 13
I n t e g r a t e d C o n t r o l S o l u t i o n s & E n e r g y S a v i n g s
remote supervision solutions
User manual 3 ENG +0400022EN - rel. 1.1 - 18.11.2010 i n s t a l l e r Content 1. SYSTEM REQUIREMENTS 5 1.1 Minimum hardware requirements (recommended) .....5 1.2 Software requirements ..................................................5 1.3 Languages .........................................................................5 2. GENERAL SCREENS 6 2.1 Login ..................................................................................6 2.2 Desktop .............................................................................6 2.3 Lists ....................................................................................7 2.4 Details ................................................................................8 2.5 Favourites .........................................................................9 3. START-UP 10 3.1 Install the software ..........................................................10 3.2 Activate thwe software license .....................................12 4. CONFIGURATION 13 4.1 Congure the supervisor network ...............................13 4.2 Congure the modem connection .............................15 4.3 Manage the address book ............................................15 4.4 Create new user .............................................................16 5. LIFE TEST MANAGEMENT 18 5.1 Congure the life test .....................................................18 6. ALARM AND EVENT MANAGEMENT 19 6.1 Congure the email ........................................................19 6.2 Congure the rule engine .............................................19 6.3 Congure the notication groups ...............................20 6.4 Congure the time bands .............................................21 7. DATA MANAGEMENT 22 7.1 Congure data alignment ..............................................22 8. KPI REPORTS 23 8.1 Congure the variables analysed on the KPI reports .....23 8.2 Congure data presentation on the KPI reports .....24 9. REMOTE MANAGEMENT OF LOCAL USERS 25 9.1 Display local users ..........................................................25 9.2 Create and edit local users ...........................................25 4 ENG +0400022EN - rel. 1.1 - 18.11.2010 u s e r m a i n t e n a n c e 10. ACCESSING THE LOCAL SUPERVISORS 28 10.1 Display local supervisors .............................................28 11. SUPERVISOR LIFE TEST 30 11.1 Display life test status ...................................................30 12. DISPLAYING ALARMS AND EVENTS 31 12.1 Display alarms................................................................31 12.2 Display alarms and events in supervisor detail .....32 12.3 Display alarm report ....................................................33 13. DISPLAYING DATA 34 13.1 Display graphs ...............................................................34 13.2 Send reports by email .................................................36 14. DISPLAYING KPI REPORTS 37 14.1 KPI temperature report ................................................37 14.2 Display KPI daily temperature reports .....................38 14.3 Display KPI performance reports ..............................38 14.4 Display KPI energy reports .........................................39 15. ALARM SYNCHRONISATION 40 15.1 Synchronise local and remote supervisor ...............40 15.2 Manage remote alarms ...............................................41 15.3 Inhibit alarms .................................................................43 5 ENG +0400022EN - rel. 1.1 - 18.11.2010 1. SYSTEM REQUIREMENTS 1.1 Minimum hardware requirements (recommended) Processor: Intel Core 2 2.66 GHz (or equivalent); RAM: 2GB (4GB recommended); Hard Disk: 500GB; Screen resolution: 1024 x 768; CD-Rom. 1.2 Software requirements Operating systems supported: Windows XP Professional SP3, Windows Server 2003, Windows Server 2008, Windows Vista Business Edition, Windows 7 Professional Browsers supported: Internet Explorer 7, Internet Explorer 8, Mozilla Firefox, Google Chrome. Note: if the software is used to connect to local supervisors (PlantVisorPRO, pCOWeb, PlantWatchPRO, PlantVisor Enhanced), see the related manual to check browser compatibility. 1.3 Languages Italian English German French Chinese Spanish Turkish Note: the list of languages is only indicative. Contact Carel reference personnel for the updated list. 6 ENG +0400022EN - rel. 1.1 - 18.11.2010 2. GENERAL SCREENS 2.1 Login To access the system, enter the user name and password and select login. 2.2 Desktop When accessing RemotePRO, the starting page is displayed. This provides access to all the pages of the program. The layout of each page is described in the fgure below, which represents the desktop area: The desktop includes: 1. A bar at the top showing information relating to the user (description, language used). Select a fag from the pop-up menu to change the language used to display the information. On the right is a series of buttons (favourites) that can be modifed by the user and that allow quick access to the functions provided by the system. The frst button is always featured and is used to logout. 2. The menu bar, set out in several levels, providing access to the program functions. 3. The browsing path that traces the pages accessed in the application. This helps return to the previous maps at any time (e.g. once having opened the detail of a map, the user can return to the originating list). 4. A series of tabs that vary depending on the context. 5. An area with the function buttons. 6. The body of the currently displayed map. 7 ENG +0400022EN - rel. 1.1 - 18.11.2010 To simplify the experience for the user, almost all the pages have been divided into two categories: 1. Lists: the records are grouped in a table that includes the fltering, sorting and page layout functions. 2. Details: by double clicking a row in the table, complete information on the record in question can be displayed, and several essential functions performed (create, edit, display, delete). 2.3 Lists The main sections on each list page can be easily identifed: 1. The parameters that can be set to flter the data in the list. Once the data has been entered, select to flter the information. resets the fltering felds, displaying all the data. 2. Some pages feature the automatic refresh option. In this case a countdown will be displayed to highlight the time remaining until the next refresh. The check box to its side is used to temporarily disable the function. 3. The and buttons are used to add and remove data to/from the list. 4. The rows feld is used to modify the number of rows displayed on each page (default 15). Note: access system -> confguration-> global to modify the default value. 5. If there is more than one page, buttons are displayed to access a specifc page or move to the next, previous, frst or last page (using the arrows). 6. The columns with the icon are used to sort the data in the table (by selecting the column header row) in increasing or decreasing order. 7. At the foot of the page are buttons used to export the data in the list (all the data that satisfy the flters set) in diferent formats (csv, xls, xml, pdf ). 8 ENG +0400022EN - rel. 1.1 - 18.11.2010 2.4 Details For all complex entities, the list pages can only display a limited amount of information. In these cases, double click the row to zoom in and display the details of the selected record. 1. Each page includes the basic functions (create, edit, display, delete) and/or the specifc functions for the page; 2. The required felds (for example, to create a new record) are highlighted in purple; 3. At the bottom of the page are details on the user and the date the record was created, as well as the date the record was last updated and the user; 4. The search buttons open popup boxes to help complete the felds. 1 2 3 4 9 ENG +0400022EN - rel. 1.1 - 18.11.2010 2.5 Favourites The Administration -> Favourites menu is used to access the map of favourites, listing the transactions that the user expects to access more frequently. The order feld indicates the position of the quick access buttons on the top bar.
Clicking or selecting an existing record accesses the detail map used to create or edit the favourites:
10 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 3. START-UP O Insert the CD in the CD drive. The installation procedure starts automatically; if it doesnt, access the CD drive and run start.bat, then follow the instructions on the screen. O Read and accept the license terms, then click next . O Click install to start installing the software. O Wait until all the components of the software have been installed. O When installation is completed, the system needs to be rebooted, click yes. Before starting the installation procedure, make sure the features of the PC where the software will be installed are equal to or higher than the minimum system requirements. For correct installation of the software, the system needs to be accessed using an account with administrator rights. 3.1 Install the software 11 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 O Select fnish and wait for the PC to restart
O When the PC restarts, the screen on the right is displayed automatically (Splash Screen); this indicates initialisation of the application. Note: in some operating systems display of this screenshot is not supported. This does not afect system operation. O Wait for the Splash Screen to close and double click the RemotePro icon to start the program. O If a security warning is displayed when accessing the program, click on Continue to this website (not recommended) or on the equivalent message, according to the browser being used.
12 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 3.2 Activate thwe software license Use of the software requires registration of the license using an activation code; this code is provided to the user after registration on the Carel website (www.carel.com). To register the software, the user needs to provide: the Mac Address (unique identifer of the unit network card) that is shown on the license registration page; the Serial Number shown on the label applied to the installation CD packaging. O Access: administration -> modules Note: the icons on the page indicate: software activated software not activated The trial column indicates the possibility to use a module for a limited period of time without activation: the software can be used until the trial period expires. Important: The Mac Address feld shows the codes of all the network cards available on the unit (for example Ethernet board and/ or wireless board), separated by ;. When registering on the Carel webste, provide just one of the codes. O Enter the serial number containing the information relating to the software being activated O Enter the activation code provided when registering O Click . Note: all software that can be registered is distributed with the corresponding Serial Number. 13 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 4. CONFIGURATION 4.1 Confgure the supervisor network Each local supervisor must be confgured in the system. O For each supervisor to be confgured, access: census -> installation -> supervisors This page lists the supervisors that are currently confgured, showing: The unique identifer of the supervisor. The description. An icon that represents the type of supervisor (PlantVisorPRO, PlantWatchPRO, pCOWeb or PlantVisor Enhanced). An icon that represents the supervisor connection mode (modem or LAN). The supervisor IP address or phone number (depending on the connection mode). An icon that indicates whether or not access via internet (from outside the LAN) is enabled. In the Remote Service and Data Central Management version, the functions activated: synchronisation (C = confguration, A = alarms, E = events, N = notes) data alignment (D) outgoing life test (T) incoming life test (L) OSelecting the button opens the details page for confguring a new supervisor. O Enter the data required to confgure the local supervisor. The identifer and the password must be the same as set on the local supervisor, otherwise synchronisation will not be possible. These data are required for the functions included in the Remote Service version. The identifer feld must be unique, therefore the local supervisors also need to be confgured correctly (see the related manuals). The Mac Address feld (unique identifer of the network card) is only needed for the pCOWeb. 14 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 If the supervisor is connected via LAN, in the IP address enter the number that uniquely identifes the device connected to the network or the DNS name. If the supervisor is connected via modem, in the Phone feld enter the phone number to dial. Important: the modem connection is a slow data transmission channel. When confguring a supervisor that uses this channel, the data to be transferred between the local and remote supervisors need to be selected carefully, to limit traf c on the channel and reduce communication times. To ensure correct operation of the system, the number of supervisors that can be connected via modem is limited to 20. Important: in the type feld, choose the model carefully (PlantVisorPRO, PlantVisor Enhanced, PlantWatchPRO or pCOWeb), as after having created the supervisor, this value can no longer be edited. Enable or disable the possibility to access the supervisor via internet. This option makes supervisors that would otherwise be unreachable accessible from outside of the LAN. Select the information to be downloaded from the local supervisor during synchronisation (e.g. alarms, events, notes). This function is included in the Remote Service version. Indicate whether to enable the life test function. This function is included in the Remote Service version. there are two functions: "incoming" and "outgoing" life test. Indicate whether to enable the option for aligning the data from the local supervisor. This function is included in the Data Central Management version. O Click . Important: The pCOWeb credentials section is required if the supervisor is a pCOWeb. For the data to be entered in this section, see the user manual for this device. 15 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 4.2 Confgure the modem connection This page is used to confgure the modem for connecting to the local supervisors. The modems connected are automatically detected when starting the application, and are visible in the modem drop-down list from: system -> channel -> RAS confguration O To confgure new modem access: system -> channel -> RAS confguration O Enter all the data required to confgure the modem. O Click . Important: after having confgured a new modem, the PC needs to be rebooted so it can be recognised by the system. Note: the frst button can be used to close a modem and make it available again if communication faults occur (for example, if a user does not correctly close the modem connection to a local supervisor). Note: the second button can be used to display the log fle that keeps track of the trend in modem connections and any errors. 4.3 Manage the address book The address book saves all the contacts for the various supervisors. The contacts are used by the rules engine to send notifcations in the event of alarms. O Access to: census -> address book O Click . O Enter a unique code and a description. O Enter the various details for the contact. O Click . 16 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 4.4 Create new user O To create a new user, access administration -> access -> users O Click . O Complete all the felds required to confgure the new user and click . The "status" feld indicates whether or not the application can be accessed; this allows users to be temporarily disabled. Important: the status feld must be enabled to allow the user to login. The correct profile must be selected, as each profile allows access to different functions.
Three types of profiles are available: - Installer - User - Maintainer Installer users can access all the functions available in the application (both system confguration and operation). The User profle ofers read-only access to the main transactions. Maintainance users have extended access that allows complete management of the alarms. 17 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 The following table shows which functions are enabled for the diferent types of profle: Installer User Maintenance SUPERVISION Supervisor status Read/write Read-only Read/write for synchronisation Alarms Read/write Read-only Read/write CENSUS Supervisor installation Read/write Read-only Read-only Model installation Read/write Read-only Read-only Address book Read/write Read-only Read-only REPORTS Log report Read/write Read/write Read/write Export data log Read/write Read/write Read/write Alarm report Read/write Read/write Read/write Confguration Read/write Read-only KPI temperature Read-only Read-only Read-only KPI energy Read-only Read-only Read-only SYSTEM System register Read/write Read/write Read/write Rules engine Read/write Read-only Read-only Channel Read/write Log Read/write Global Read/write Life test Read/write Data alignment Read/write ADMINISTRATION User access Read/write Access /edit user Read/write Read/write Read/write Favourites Read/write Read/write Read/write System page Read/write Read/write Read/write Modules Read/write Export log fle Read/write 18 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 5. LIFE TEST MANAGEMENT It is important to know whether the local supervisors are communicating correctly with the remote supervisor, or whether there are problems that prevent communication. The status of each supervisor can be checked using the life test that is performed periodically by the remote supervisor for each local supervisor confgured. 5.1 Confgure the life test Important: the life test is only performed for the supervisors that have selected at least one of the items, either "incoming life test" or "outgoing life test" on the supervisor details page. Otherwise the life test will not be performed for that supervisor and its status will not be known. Note: Check under census -> installation -> supervisors in columns "T" and "L" respectively which supervisors are enabled for the "outgoing life test" and/or the "incoming life test" ( ). The number of times the life test must be performed every day can be set. If, for example, a frequency of 4 incoming life tests is set per day, the tests will be performed at 00:00, 06:00, 12:00 and 18:00. The test at 06:00 checks if there has been at least one call from the local supervisor between 00:00 and 05:59, and so on. O Access: system -> confguration -> life test. O Select how many times the life test should be performed every day using the corresponding felds. "outgoing": to periodically send a request to each supervisor enabled. The remote supervisor calls the local supervisor (i.e.: the remote makes the call via modem); "incoming": to check whether at least one request has been received from the local supervisors enabled over the recent period: the local supervisors must actively contact the remote (i.e.: the local makes the call via modem). See the corresponding manual to confgure the local supervisors for contacting the remote. OClick . Note: Diferent intervals can be defned for life test via LAN (maximum 24 times a day, that is, once an hour) and life test via modem (maximum 6 times a day, that is, once every 4 hours). 19 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 6. ALARM AND EVENT MANAGEMENT 6.1 Confgure the email The I/O peripherals must be confgured in order to send notifcations via email when alarms occur. O Access: system -> channel -> email confguration. O Enter all the data required for Email confguration. OClick . 6.2 Confgure the rule engine Synchronised alarms can be managed by the rules engine and notifed via email to relevant personnel who need to respond. Notifcation groups can be defned to group diferent contacts together. Whenever an alarm is signalled on the remote supervisor, a special procedure checks whether there are alarm notifcation rules in the time band. If there are, the specifc alarm is checked to see whether there are specifc rules (for example, based on alarm priority). If there is at least one specifc rule, all the groups of contacts associated with the alarm will be notifed. O Access: system -> rules engine -> rules. O Click . O Enter all the data needed for correct alarm management. Each alarm can be managed by the rules engine based on certain features set by the user, such as its priority, the type of supervisor, alarm status.
O Click . 20 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 6.3 Confgure the notifcation groups O Access: system -> rules engine -> notifcation groups O Click . O Enter a description for the group. O Click . O Go to the contacts tab and from the drop-down menu select the required contacts. O Click . Important: The drop-down menu displays all the email contacts confgured in the address book. O Repeat steps 5 and 6 to associate other contacts with the notifcation group. 21 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 6.4 Confgure the time bands O Access: system -> rules engine -> time band.
O Click . O Select the day of the week or "every day". O Select the rule to be applied. O Select the time interval for the rule. O Click . Important: if the "enabled" check box is not selected the time band is ignored. O Select the Notifcation groups tab. O From the drop-down menu select the group in question and click the button. O Repeat steps 7 and 8 to associate other notifcation groups to the rule.
22 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 7. DATA MANAGEMENT The data alignment function downloads to the remote supervisor the data related to the variables logged by the instruments connected to the local supervisors. This function centralises the various types of information acquired from the feld in just one location, allowing comparative analysis to be performed. 7.1 Confgure data alignment The data alignment function is a scheduled operation that is run automatically by the system once a day. The user can set the time when the function starts as desired. Important: data alignment is only performed for supervisors that have been suitably confgured. To enable the function, select the data check box on the supervisor detail page. Note: in census -> installation -> supervisors column D shows which supervisors are enabled for data alignment ( ). O To confgure data alignment access: system -> confguration -> data alignment O Set the data alignment start time in the data alignment start time feld. Note: data alignment should be started in the night-time band, as the quantity of data processed may lead to a decline in system performance. O In the FTP server feld enter the IP address of the PC where the application is installed. The localhost alias is not allowed for this feld. Note: this information is only used for communication with PCOWeb supervisors. Important: if the network of supervisors extends outside a LAN (access via Internet), the public IP of the server needs to be specifed for correct interaction with pCOWeb supervisors. O Click . 23 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 8. KPI REPORTS The KPI report ofers the user a rapid overview of the performance of each supervisor. The data used for analysis are retrieved from the local supervisor; data alignment confguration is therefore required to use this function 8.1 Confgure the variables analysed on the KPI reports Following the frst synchronisation with a supervisor, to confgure the variables analysed proceed as follows: O For each supervisor to be confgured access: database -> installation -> supervisors O Double click the supervisor in question to open the details page. O Click the devices tab. O In the device model column set the correct model for the controllers being confgured. OClick . Note: the same model can be associated with more than one device, selecting them and using the global models list. To exclude a controller from the report, disable it by setting NO for the value in the KPI column. Important: only devices with an associated model will be considered for the KPI reports. Important: data alignment on the local supervisors must be correctly confgured for all the variables required to process the KPI reports (see the corresponding manual). For the KPI energy report only the variable indicating total consumption (kWh) is required. For the KPI temperature report, the following variables are required: Temperature value; Set point; Diferential; Compressor status; Defrost status; High temp. alarm (optional); Low temp. alarm (optional). 24 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 8.2 Confgure data presentation on the KPI reports To customise the colours on the KPI reports, proceed as follows: O Access: report -> KPI -> confguration KPI O Select the various colours (background and font) OClick . Note: use the button to restore the original confguration To normalise energy consumption values, considering that sites may difer enormously in aspects such as size, opening times, number of controllers: O Access: report -> KPI -> KPI energy -> supervisor weight O For each supervisor, set a normalisation value (other than 0) OClick . O if necessary, customise the description of the normalisation quotient under report -> KPI -> KPI confguration OClick . The normalisation value set will be used as the quotient for the absolute consumption value. 25 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 9. REMOTE MANAGEMENT OF LOCAL USERS Local User management allows RemotePRO to set a list of users for accessing the local supervisors (for simplicity these will be called local users) and then automatically confgure the supervisors accordingly, without having to repeat the confguration for each individual user on each supervisor. 9.1 Display local users Note: This list is considered an addition to the list of users already available on the supervisors, as pre-existing users will not be deleted or overwritten, unless Local User management is used to create/edit/delete users with the same username as users already listed on the supervisor. O Access: administration -> access -> local users This page lists the local users currently confgured, displaying: username; two numbers that represent the number of supervisors confgured (the frst number indicates those that the user can access, the second indicates the supervisors yet to be synchronised); Note: moving over each number with the mouse cursor displays the list of corresponding supervisors confgured. an icon indicating any supervisors connected via modem; user profle.
9.2 Create and edit local users Note: supervisors that support remote management of Local Users must be enabled to accept this function. To enable the function see the specifc manual for the supervisor used. Important: remote management of Local Users is currently only supported by PlantVisorPRO version 2.0 and higher. O Access: administration -> access -> local users O Select the button to access the screen for creating/editing a user O Specify the username for the user being created. 26 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 O Set the password Note: The password must be at least eight characters, and must contain at least one number, one letter (upper or lower case) and one of the following special characters: . , _ ! ? $ % & O Select the profle Note: The four standard PlantVisorPRO 2.0 profles can be selected (System Administrator, Installer, Service, End User), The operations available on the supervisor when the user has been created will vary depending on which functions are enabled in the profle used on the specifc supervisor. O Select the button. O At the bottom of the page, indicate the list of supervisors that the newly-created user can access, using: the button to add all the supervisors listed in the system in just one click the help window and the button to only add the supervisor selected in the list. The status column represents the operation to be executed on the local supervisor; in particular, the yellow background highlights the operations yet to be performed, and the various icons indicate that the user: must be added to those on the local supervisor; has already been added to those on the supervisor, but needs to be updated (for example, the password has been changed); must be removed. To remove one or more supervisors from the list, simply select them using the special checkbox and select the button. Note: if a supervisor is cancelled from the list of the supervisors available for the user, it will be marked by the icon only if the user has previously been created. If the user has never been created on the supervisor with Local User management, the item will be removed directly from the list, without applying any changes to the supervisor. 27 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 O Access: administration -> access -> local users O Select the button to transfer the changes made so far to the confguration of supervisor local users Important: All changes made to the users and the list of supervisors will not be applied until the button is selected on the page with the list of Local Users Note: Synchronisation is performed in real time only with the supervisors connected to RemotePRO via LAN. To optimise usage of the analogue line, supervisors connected via modem will be updated during the frst alarm synchronisation (performed manually by a user on RemotePRO or based on a rule to communicate with the remote system set on the local supervisor). 28 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 10. ACCESSING THE LOCAL SUPERVISORS 10.1 Display local supervisors RemotePRO allows quick connection to all local supervisors confgured in the system: O Access: supervision -> supervisor status This page lists the supervisors that are currently confgured, showing: Status of the last life test (Remote Service version only). The alarms active on the supervisor (Remote Maintainer version only). The description of the supervisor. An icon that represents the type of supervisor (PlantVisorPRO, PlantWatchPRO, pCOWeb or PlantVisor Enhanced). An icon that represents the supervisor connection mode (modem or LAN). An icon that indicates whether or not the supervisor can be accessed via internet. A button used to connect to the supervisor, opening a LAN or modem connection. Date of last life test performed (Remote Service version only) date of the last data alignment (only in the "Data Central Management" version). Date of last supervisor connection Note: the last connection date indicates the most recent activity that opened a connection to the local supervisor; this may be browsing by the user, a life test, synchronisation of alarms/events or data alignment. Note: Connection to a supervisor can only be established by selecting the green buttons. For LAN connection, more than one connection can be opened at the same time. When opening a modem communication to a supervisor, next to the green button is a second red button used to close the modem connection and that indicates which supervisor is currently occupying the channel. All the other supervisors will not be accessible until the modem has been freed up. This status is indicated by a yellow icon . 29 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 Important: the only user that can close communication via modem is the one currently using the connection. Any other users connected to the system will see the modem busy icon y for all supervisors connected via modem. It is important to close the open modem connections using the red button, to avoid malfunctions. Note: an authorised user can access the system -> channel -> RAS confguration and close the modem connection using the frst button. 30 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 11. SUPERVISOR LIFE TEST 11.1 Display life test status O To display the result of the life test, access: supervision -> supervisor status. O Check the life test column, showing the outcome of the life test: led verde: both life tests (or the one enabled) have been successful
led rosso: at least one of the two life tests has failed
led arancione: at least one of the two life test is enabled, but has not yet been performed led grigio: no life test enabled Important: a negative outcome of the life test ( ) does not necessarily mean that the local supervisor is not working correctly: there may be problems involving the network that prevent communication between the local supervisor and remote supervisor. Accessing to the supervisor details and selecting "life test events" tab shows the log of the tests performed for the specifc supervisor 31 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 12. DISPLAYING ALARMS AND EVENTS The alarms received from the local supervisor can be displayed by accessing: supervision -> alarms -> active alarms. This table shows all the alarms that have not been acknowledged on the remote, or have not yet ceased on the local. Therefore these may be alarms that are still active on the local, that is, only have a start time, and alarms that have already been reset, that is, those with an end time. Note: when an alarm has an end time, or has been acknowledged on the remote, it is highlighted in the same colour but darker. The alarms are highlighted in diferent colours, based on their priority: Note: the possibility to display reset alarms yet to be acknowledged on this page can be enabled under system > confguration > synchronisation.
Active alarm Reset alarm Priority Technical alarm (e.g. life test) Highest High Medium Low 12.1 Display alarms 32 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 12.2 Display alarms and events in supervisor detail Alarms and events can be displayed corresponding to just one supervisor. O Access: census -> installation -> supervisors O Double click the supervisor in question to open the details page. Note: from this page it is possible to access all the information downloaded during synchronisation with the local supervisor (e.g. alarms, life test events, local events, notes.) by clicking the desired tab. O To display the alarms on the supervisor, click the active alarms tab. This page only displays the alarms corresponding to the selected supervisor. O To display the local events for the supervisor, click the Local Events tab.
Note: on the local supervisor, the events are divided into three types:
info: information relating to correct system operation. warning: signals any confguration problems. error: signals problems that stop operation of the system.
33 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 12.3 Display alarm report To display an alarm report, access: report -> alarms and select the type of report. Note: diferent types of reports are available that group the alarms (active and reset) by: priority (highest, high, medium, low); description. O select the desired period using the calendars O click Note: the reports can be exported (in PDF format) by clicking .
34 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 13. DISPLAYING DATA 13.1 Display graphs Once having received data on the server, the user can, for each device, display a graph showing the aligned variables. O To display the graph for a device, access: census -> installation -> supervisors O Double click the supervisor in question to open the details page O Click the controllers tab. The list of all the instruments connected to the local supervisor is displayed.
O Double click the device to display the corresponding graph. 35 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 O Click the Log data graphs tab. Note: the frst time the graph is accessed for a device, the variables displayed need to be selected. O Select the variables, choose the colour and click . O Select the starting date and the duration of the period and click . Note: an area on the graph can be selected to zoom the data displayed. Selecting the button returns to the previous zoom level. 36 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 O To send a report by email access: report -> log report -> export log data O Enter the email address to send the report to O Select the type of report (daily, weekly, monthly, generic), the date, the supervisor and the device. O Select the desired variables and click . The selected variables are moved to the window on the right. O Click to send the report 13.2 Send reports by email Reports can be generated and sent by email. 37 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 14. DISPLAYING KPI REPORTS After having confgured the KPI reports and performed at least one data alignment, the reports corresponding to temperature and energy consumption can be displayed. 14.1 KPI temperature report There are two diferent temperature reports. The frst performs daily analysis and presents a report of the trend over 24 hours; the second examines a selected period and presents operation of the devices in percentage terms. Both reports are based on comparison of temperature against the set point, diferential and a user parameter called critical variation. The areas that these three parameters identify are defned as follows: Over critical: temperature's value raised over high critical threshold;
Over range: temperature's value varied between diferential and high critical threshold;
In range: temperature's value varied between set point and diferential threshold; Under range: temperature's value varied between set point and low critical threshold; Under critical: temperature's value descended under low critical threshold; where the high and of low critical thresholds are defned respectively as the diferential + critical variation and set point - critical variation. The following graph shows an example of the temperature trend compared against the thresholds, and describes the areas that these thresholds defne: As well as the colours of the areas described previously, two other colours are envisaged, which identify: Defrost defrost relay have been turned on; Undefned temperature's value have not been stored. 38 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 14.2 Display KPI daily temperature reports This page lists the devices on the supervisor and displays the 24 hours of the day divided into intervals that represent the temperature values compared against the thresholds O To display the KPI daily temperature reports access: report -> KPI -> KPI temperature -> KPI daily temperature O Select the supervisor to analyse O Select the analysis date (default today) O Set the critical variation (default 2) O Select the step for the intervals to divide the hours into (for example, setting 15 minutes means 4 intervals each hour) OClick . Note: if the temperature deviates to the point of setting of an alarm, a specifc icon will be displayed at the time the alarm occurred: low temperature alarm high temperature alarm Note: to access the graph with the trend of device variables over the selected period, double click a row. 14.3 Display KPI performance reports O To display the KPI performance reports access: report -> KPI -> KPI temperature -> KPI temperature This page lists the supervisor devices and displays: the percentage of operation in the diferent areas; the defrost time over the selected period; the compressor operating time over the selected period; the number of low and high temperature alarms the total number of alarms O Select the supervisor to analyse O Select the analysis date (default today) O Select the period (daily, weekly or monthly) O Set the critical variation (default 2) O Click . Note: double clicking a row accesses the graph showing the trend of device variables over the selected period. 39 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 14.4 Display KPI energy reports O To display the KPI energy reports access: report -> KPI -> KPI energy -> KPI energy for supervisor This page lists the supervisors and displays: The value of the normalisation quotient; The number of devices connected to the supervisor (excluding the energy meter); Efective energy consumption, either the sum of consumption from the partial energy meters or the value of the global energy meter. Note: for each model of energy meter (e.g.: Ducati, Gavazzi) there are two versions that indicates whether the device should be considered partial or global Energy consumption as a percentage; The normalised value of energy consumption based on the quotient parameter; Normalised consumption as a percentage; The normalised value of the energy consumption based on the number of devices. O Select the analysis date (default today) O Click . At the foot of the table are the totals of consumption and the average of efective and normalised consumption. Note: the normalised consumption values provide a most reliable comparison of performance between supervisors. Double clicking a row accesses the consumption details for the selected supervisor:This page lists the energy meters on the supervisor and displays: An icon that indicates whether the device is global; Efective energy consumption; For partial meters: - Energy consumption as a percentage of the sum of partial values; - Energy consumption as a percentage of the sum of global values.. At the foot of the table are the totals of partial consumption and the average consumption from partial meters. Colour Performances Best Better than average Worse than average Worst 40 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 INFORMATION THAT CAN BE SYNCHED Type of supervisor Notes Data Eventa Alarms PlantVisorPRO YES YES YES YES PlantVisorEnhanced NO YES NO YES PlantWatchPRO NO YES (*) YES YES pCOWeb NO YES NO YES (*) starting from version 2.1 15. ALARM SYNCHRONISATION 15.1 Synchronise local and remote supervisor After having confgured a local supervisor, an initial synchronisation should be performed with the remote, involving downloading the information selected during confguration (e.g. alarms, events...). O Access the list of supervisors from: census -> installation -> supervisors. O Double click the supervisor in question to open the details page. O Click to start a synchronisation. Note: under supervision -> supervisor status the date can be displayed corresponding to the most recent synchronisation performed, in the last synchronisation column. Note: progress of the synchronisation process can be displayed in the status window shown at the top right or by accessing system -> system registry -> events. Synchronisation with the remote supervisor can be started manually by the user from the remote, as described above, or alternatively can start automatically if a rule is set on the local supervisor to call the remote in response to an alarm or an event (see the manual). Upon frst synchronisation the system receives the system confguration; in addition, the alarms, events and notes no older than 5 days are downloaded. This maximum synchronisation interval can be confgured under system -> confguration -> synchronisation in the max synch days feld. The table on the right shows the information that can be synchronised, for each type of supervisor. Note: the life test can be enabled for any type of local supervisor. 41 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 15.2 Manage remote alarms In order for an alarm on the remote to be considered as having ceased, it must have an end alarm time and have been acknowledged (remote ack). The user can also acknowledge alarms that are still active. When these cease on the local supervisor, they are automatically moved from the table of active alarms to reset alarms. If this option is not required, access system > confguration > synchronisation and disable mandatory acknowledgement for alarms. Individual alarms or groups of alarms can be acknowledged at the same time. To acknowledge an individual alarm, access: supervision -> alarms -> active alarms. O Double click the alarm to be acknowledged so as to open the details page. O Enter any notes and click . Important: A note must be entered before acknowledging an alarm. Under system -> confguration -> synchronisation this rule can be disabled by changing the value of the check notes on acknowledged alarm feld. Alarms with low priority can always be acknowledged without entering a note. O Click . Then if the alarm has an end time, it automatically moves to the reset alarms page. If the end time is not available, it remains in the active alarms table until it is reset on the local supervisor. 42 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 To acknowledge more than one alarm at the same time, access: supervision -> alarms -> active alarms. O Select all the alarms to be acknowledged. The selected alarms are highlighted. O Click . A pop-up confrmation message is displayed. O Click to confrm acknowledgement of the alarms. Note: These alarms are assigned a default note that can be changed under system -> confguration -> synchronisation in the default acknowledge note feld. Important: if no alarm is selected and acknowledge is clicked, all the alarms that satisfy the fltering criteria are acknowledged.
43 ENG i n s t a l l e r u s e r m a i n t e n a n c e +0400022EN - rel. 1.1 - 18.11.2010 15.3 Inhibit alarms Some alarms on the remote may still be active even if in reality they have ceased on the local supervisor. This may occur, for example, if a local supervisor remains of line (inaccessible) for a time exceeding the max synch days set. The active alarms on the remote that cease on the local during this period can no longer be synchronised, thus appearing as active on the remote supervisor. In these situations of inconsistency, alarm reset can be forced using the inhibition function on the remote Note: an alarm that has already been reset on the remote supervisor cannot be inhibited. O Select all the alarms to be inhibited. Note: The procedure for selecting the alarms to be inhibited is the same as described for acknowledgement. O Click . CAREL INDUSTRIES Hqs Via dellIndustria, 11 - 35020 Brugine - Padova (Italy) Tel. (+39) 049.9716611 - Fax (+39) 049.9716600 e-mail: CAREL@CAREL.com - www.CAREL.com Agenzia / Agency: + 0 4 0 0 0 2 2 E N