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ENG - Carel
remote supervision solutions User manual Integrated Control Solutions & Energy Savings Content SYSTEM REQUIREMENTS 1.1 1.2 1.3 2. 3. 5. 6. 7. 8. 23 Configure the email ....................................................................................................................................23 Configure the rule engine .......................................................................................................................23 Configure the notification groups .....................................................................................................24 Configure the time bands .......................................................................................................................25 DATA MANAGEMENT 8.1 8.2 22 Configure the life test.................................................................................................................................22 ALARM AND EVENT MANAGEMENT 7.1 7.2 7.3 7.4 20 Import a new model...................................................................................................................................20 Configure a model for use in KPI reports .......................................................................................21 LIFE TEST MANAGEMENT 6.1 13 Configure the supervisor network .....................................................................................................13 Configure the local network ..................................................................................................................15 Configure the modem connection ...................................................................................................16 Configure global parameters ................................................................................................................16 Manage the address book ......................................................................................................................17 Create new user .............................................................................................................................................18 MODELS 5.1 5.2 10 Install the software.......................................................................................................................................10 Activate thwe software license ............................................................................................................12 CONFIGURATION 4.1 4.2 4.3 4.4 4.5 4.6 6 Login ........................................................................................................................................................................6 Desktop..................................................................................................................................................................6 Lists ...........................................................................................................................................................................7 Details .....................................................................................................................................................................8 Favourites..............................................................................................................................................................9 START UP 3.1 3.2 4. Minimum hardware requirements (recommended) .................................................................5 Software requirements.................................................................................................................................5 Languages............................................................................................................................................................5 GENERAL SCREENS 2.1 2.2 2.3 2.4 2.5 5 26 Configure data alignment .......................................................................................................................26 Configure logged variables ....................................................................................................................27 installer 1. KPI REPORTS 9.1 9.2 28 Configure the variables analysed on the KPI reports .............................................................28 Configure data presentation on the KPI reports .......................................................................29 10. REMOTE MANAGEMENT OF LOCAL USERS 30 10.1 Display local users ........................................................................................................................................30 10.2 Create and edit local users ......................................................................................................................30 11. TROUBLESHOOTING installer 9. 32 11.1 Export log files ................................................................................................................................................32 12. CHANGE USER DATA 33 12.1 Cambio dati utente ....................................................................................................................................33 13. ACCESSING THE LOCAL SUPERVISORS 34 13.1 Display local supervisors ..........................................................................................................................34 14. SUPERVISOR LIFE TEST 14.1 35 Display life test status................................................................................................................................35 15. DISPLAYING ALARMS AND EVENTS 36 16. DISPLAYING DATA 39 user 15.1 Display alarms .................................................................................................................................................36 15.2 Display alarms and events in supervisor detail ..........................................................................37 15.3 Display alarm report....................................................................................................................................38 16.1 Display graphs ...............................................................................................................................................39 17. EXPORT DATA LOG 41 17.1 Create export template.............................................................................................................................41 17.2 Scheduled export .........................................................................................................................................42 17.3 Download report ..........................................................................................................................................42 18. DISPLAYING KPI REPORTS 43 KPI temperature report .............................................................................................................................43 Display KPI daily temperature reports .............................................................................................44 Display KPI performance reports ........................................................................................................44 Display KPI energy reports ......................................................................................................................45 19. ALARM SYNCHRONISATION 46 19.1 Synchronise local and remote supervisor .....................................................................................46 19.2 Manage remote alarms .............................................................................................................................47 19.3 Inhibit alarms...................................................................................................................................................49 maintenance 18.1 18.2 18.3 18.4 ENG 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, Internet Explorer 9, 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. 5 "remotepro "+0400022EN - rel. 1.2 - 14.03.2012 ENG 2. 2.1 GENERAL SCREENS Login Connect with a supported browser to: https:// [server address] / Remote (replace [server address] with the IP address or name of the computer where RemotePRO is installed). To access the system, enter the user name and password and select login: When installing RemotePRO, only one system user is created, with Installer profile and the following credentials: • username: admin; • password: adminadmin. 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 figure 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 flag 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 modified by the user and that allow quick access to the functions provided by the system. The first 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. "remotepro" +0400022EN - rel. 1.2 - 14.03.2012 6 ENG 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 filtering, 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 identified: 1. The parameters that can be set to filter the data in the list. Once the data has been entered, select 2. to filter the information. resets the filtering fields, displaying all the data. 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” field is used to modify the number of rows displayed on each page (default 15). Note: under Administration -> Access -> Edit User this default value can be changed for the current user. 5. If there is more than one page, buttons are displayed to access a specific page or move to the next, previous, first or last page (using the arrows). 6. The columns with the 7. icon are used to sort the data in the table (by selecting the column header row) in increasing or decreasing order. At the foot of the page are buttons used to export the data in the list (all the data that satisfy the filters set) in different formats (csv, xls, xml, pdf ). 7 "remotepro "+0400022EN - rel. 1.2 - 14.03.2012 ENG 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 2 3 1. Each page includes the basic functions (create, edit, display, delete) and/or the specific functions for the page; 2. The required fields (for example, to create a new record) are highlighted by a red asterisk; 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 fields. "remotepro" +0400022EN - rel. 1.2 - 14.03.2012 8 ENG 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 field 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: 9 "remotepro "+0400022EN - rel. 1.2 - 14.03.2012 ENG installer 3. START UP 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 user Insert the CD in the CD drive. The installation procedure starts automatically; if it doesn’t, access the CD drive and run “start.bat”, then follow the instructions on the screen. Read and accept the license terms, then click “ maintenance next “. Click “install” to start installing the software. Wait until all the components of the software have been installed. When installation is completed, the system needs to be rebooted, click “yes”. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 10 ENG user installer Select “finish” and wait for the PC to restart When the PC restarts, the screen on the right is displayed automatically (Splash Screen); this indicates initialisation of the application. maintenance Note: in some operating systems display of this screenshot is not supported. This does not affect system operation. Wait for the Splash Screen to close and double click the RemotePro icon to access the system. 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. 11 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG installer 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). The available modules are: • ‘Remote Service’, that allows management of the alarms, up to max 50 supervisors; • ‘Central Data Management’, for the log storage server up to 7000 variables from the local supervisors. user To register the software, the user needs to provide: • the “Mac Address” (unique identifier 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. Access: Administration -> Module Note: the icons on the page indicate: software activated maintenance 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” field 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. Enter the serial number containing the information relating to the software being activated Enter the activation code provided when registering Click . Note: all software that can be registered is distributed with the corresponding “Serial Number”. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 12 ENG 4.1 CONFIGURATION installer 4. Configure the supervisor network Each local supervisor must be configured in the system. For each supervisor to be configured, access: census -> installation -> supervisors maintenance user This page lists the supervisors that are currently configured, showing: • The unique identifier 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 = configuration, A = alarms, E = events, N = notes) • data alignment (D) • outgoing life test (T) • incoming life test (L) Selecting the button opens the details page for configuring a new supervisor. Enter the data required to configure the local supervisor. • The “identifier” 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 “identifier” field must be unique, therefore the local supervisors also need to be configured correctly (see the related manuals). • The “Mac Address” field (unique identifier of the network card) is only needed for the pCOWeb. 13 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance user installer ENG If the supervisor is connected via LAN, in the “IP address” enter the number that uniquely identifies the device connected to the network or the DNS name. If the supervisor is connected via modem, in the “Phone” field enter the phone number to dial. Important: the modem connection is a slow data transmission channel. When configuring a supervisor that uses this channel, the data to be transferred between the local and remote supervisors need to be selected carefully, to limit traffic 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” field, 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. 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. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 14 ENG Configure the local network Especially for systems operating in a company LAN, access to the network over HTTP and HTTPS protocols may be controlled via a network proxy. As the RemotePRO server communicates with PlantVisorPRO local supervisors using HTTPS and with the PlantWatchPRO and pCOWeb supervisors using HTTP, the system can be configured to communicate with these supervisors using a network proxy. installer 4.2 2. Enter the required fields 3. Click Important: the proxy cannot be enabled for just come of the supervisors configured. If a series of supervisors can only be accessed via proxy and another series does not require this, the system administrator also needs to configure the proxy to access the latter Note: below is a list of ports required for correct communication between RemotePRO and the various different types of local supervisor: Supervisor type: Source: PlantVisor Enhanced PlantVisor Enhanced RemotePRO RemotePRO Destination and port: RemotePRO: TCP/2016 Use: Synchronisation action PlantVisor Enhanced: TCP/20 & TCP/21 PlantVisor Enhanced: TCP/80 Data Synchronisation and Alignment RemotePRO: TCP/443 RemotePRO: TCP/8443 PlantVisorPRO: TCP/443 Synchronisation action Synchronisation action (PVP version < 2.0 ONLY) Online Browsing, Data Synchronisation and Alignment Online Browsing PlantVisorPRO PlantVisorPRO PVP RemotePRO PlantWatch PRO PlantWatchPRO RemotePRO: TCP/2008 Synchronisation action RemotePRO PlantWatchPRO: TCP/1981 Data Synchronisation and Alignment RemotePRO PlantWatchPRO: TCP/80 Online Browsing pCOWeb pCOWeb RemotePRO RemotePRO RemotePRO: TCP/20 & TCP21 pCOWeb: TCP/80 pCOWeb: TCP/20 and TCP/21 15 Data Synchronisation and Alignment Online Browsing and Data Log Request Data Log Request “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance user 1. Access: System->Channel-> LAN Configuration ENG user installer 4.3 Configure the modem connection This page is used to configure 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 configuration To configure new modem access: channel -> RAS configuration system -> Enter all the data required to configure the modem. Click . maintenance Important: after having configured a new modem, the PC needs to be rebooted so it can be recognised by the system. Note: the first 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). button can be used to display the log file that keeps track of the trend in modem Note: the second connections and any errors. 4.4 Configure global parameters This section describes how to configure certain global operating parameters: • Server public IP: IP address or domain name of the RemotePRO server used for access from the outside to the supervisors connected to the Intranet (if enabled); • checkbox to enable encoding of the addresses generated (by default a path is created based on the local supervisor address); • path of the backup directory on the server where data is saved during system maintenance; • checkbox to enable password strength checking; Enter the options Click “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 16 Important: the server public IP must be an address that’s available to anyone needing to access the local supervisors (if the function also needs to be available via Internet, it must be a public IP address or a registered domain name) Important: saving the parameters relating to access via Internet to local supervisors involves restarting part of the RemotePRO server, which may mean a few seconds of slower operation installer ENG 4.5 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 notifications in the event of alarms. Click maintenance Access to: census -> address book . Enter a unique code and a description. Enter the various details for the contact. Click user Note: a password is considered strong if it contains at least one letter of the alphabet, a number and one of the following special characters .,_!?$%& . 17 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG To create a new user, access administration -> Click maintenance installer Create new user user 4.6 access -> users . Complete all the fields required to configure the new user and click . The “status” field indicates whether or not the application can be accessed; this allows users to be temporarily disabled. The “list refresh frequency” field, if not equal to zero, specifies the number of minutes between automatic refreshing for the pages where this is supported (e.g. List of alarms and Supervisor status), while the “rows per page” field defines how many rows are displayed in the lists, unless otherwise specified. Important: the “status” field must be “enabled” to allow the user to login. Important: if the Password Complexity item is enabled under System -> Configuration -> Global, user passwords must contain at least one letter of the alphabet, a number and one of the following symbols: . (decimal point) , (comma) _ (underscore) ! (exclamation mark) ? (question mark) $ (dollar sign) % (percentage) and & (ampersand) 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 configuration and operation). The User profile offers read-only access to the main transactions. Maintainance users have extended access that allows complete management of the alarms. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 18 ENG Maintenance Read/write Read/write Read-only Read-only Read/write for synchronisation Read/write CENSUS Supervisor installation Model installation Address book Read/write Read/write Read/write Read-only Read-only Read-only Read-only Read-only Read-only REPORTS Log report Export data log Alarm report Configuration KPI temperature KPI energy Read/write Read/write Read/write Read/write Read-only Read-only Read/write Read/write Read/write Read-only Read-only Read-only Read/write Read/write Read/write Read-only Read-only Read/write Read/write Read/write Read/write Read/write Read/write Read/write Read/write Read-only Read/write Read-only Read/write Read/write Read/write Read/write Read/write Read/write SYSTEM System register Rules engine Channel Log Global Life test Data alignment ADMINISTRATION User access Access /edit user Favourites System page Modules Export log file Read/write Read/write Read/write Read/write Read/write Read/write 19 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 user User maintenance Installer SUPERVISION Supervisor status Alarms installer The following table shows which functions are enabled for the different types of profile: ENG MODELS Device models can be used to associate information with variables from pCOWeb supervisors or alternatively to display values from custom devices for KPI temperature and energy. maintenance user installer 5. 5.1 Import a new model To import a new model, access: Configuration>Installation ->Models Click Fill in the fields describing the model, select the ZIP file containing the required files (see the note) and select the reference language for the descriptions Click Important: the language must be included among those configured for the model Important: the information that identifies a variable (type, address, variable length, variable size and bit position) must be unique, so as to allow correct association with the devices Note: data can only be imported from a file taken from a Carel 1Tool project. The imported file must be a standard ZIP (without password and not using the maximum compression ratio), containing just two project files: - 2CF - 2CT. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 20 ENG Access: Configuration->Installation ->Models Double click the model to be configured Click the Variable Model tab For the model variables select the corresponding sub-devices and KPI meanings (see the note) Click Note: each device can refer to several cabinets / energy meters (up to 10). The model variables must be divided into corresponding sub-devices. If the model has just one cabinet / energy meter, all the variables involved will be associated with the same sub-device Note: for each model involved in KPI reports, the meaning of the variables needs to be specified so that the system can process them correctly For KPI temperature reports, the following variables are used: Temperature value; Set point; Differential; Compressor status; Defrost status; High temp. alarm (optional); Low temp. alarm (optional). • • • • • • • KPI energy reports allow multiple meters for the same supervisor. If some of these are cascaded, the meters that are downstream, that measure just some of the energy and that are upstream can all be specified, indicating the total count to avoid errors in calculating overall energy. For a total energy meter the only variable required is: Total Energy while for a partial energy meter the only variable required is: Energy Note: for a sub-device to be included in the KPI reports, all the required variables must be correctly logged by the RemotePRO server 21 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance user Configure a model for use in KPI reports installer 5.2 ENG installer 6. 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 configured. 6.1 user LIFE TEST MANAGEMENT Configure 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. maintenance 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. Access: system -> configuration -> life test. Select how many times the life test should be performed every day using the corresponding fields. • “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 configure the local supervisors for contacting the remote. Click . Note: Different intervals can be defined 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). “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 22 ENG 7.1 ALARM AND EVENT MANAGEMENT Configure the email The I/O peripherals must be configured in order to send notifications via email when alarms occur. installer 7. Access: system -> channel -> email configuration. Click user Enter all the data required for Email configuration. . 7.2 Configure the rule engine Synchronised alarms can be managed by the rules engine and notified via email to relevant personnel who need to respond. Notification groups can be defined to group different contacts together. Whenever an alarm is signalled on the remote supervisor, a special procedure checks whether there are alarm notification rules in the time band. If there are, the specific alarm is checked to see whether there are specific rules (for example, based on alarm priority). If there is at least one specific rule, all the groups of contacts associated with the alarm will be notified. Access: system -> rules engine -> rules. Click . 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. Click . 23 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance Note: once the configuration has been saved, an email address can be entered in the Recipient field to perform a test send ENG installer 7.3 Configure the notification groups Access: system -> rules engine -> notification groups . user Click maintenance Enter a description for the group. Important: notification groups cannot be created for a channel (e.g. email) that’s not configured. Click . Go to the “contacts” tab and from the drop-down menu select the required contacts from popup. Click . Important: The drop-down menu displays all the email contacts configured in the address book. Repeat steps 5 and 6 to associate other contacts with the notification group. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 24 ENG 7.4 Configure the time bands installer Access: . maintenance Click user system -> rules engine -> time band. Select the day of the week or “every day”. Select the rule to be applied. Select the time interval for the rule. Click . Important: if the “enabled” check box is not selected the time band is ignored. Select the “Notification groups” tab. From the drop-down menu select the group in question and click the button. Repeat steps 7 and 8 to associate other notification groups to the rule. 25 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG installer 8. 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 field in just one location, allowing comparative analysis to be performed. user 8.1 maintenance DATA MANAGEMENT Configure 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 configured. 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” ( ). To configure data alignment access: system -> configuration -> data alignment Set the data alignment start time in the “data alignment start time” field. 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. In the “FTP server” field enter the IP address of the PC where the application is installed. The “localhost” alias is not allowed for this field. 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 specified for correct interaction with pCOWeb supervisors. Click . “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 26 ENG Configure logged variables The list of variables that are logged can be changed under: system->log->variables The top part of the page is used to set the filters for reducing the number of variables displayed (click maintenance The system acquires the variables to be logged in the order these are received from the local supervisors. By default the system accepts all variables until reaching the maximum number allowed by the “Data Central Management” license. On reaching this limit, the system then ignores the values of new variables: to apply the filters) In the “FTP server” field enter the IP address of the PC where the application is installed, insert to the end ‘RemotePRO’. Click user installer 8.2 to apply the changes Important: if an update attempts to enable the log for a number of variables that exceeds the license limits, the operation will in any case terminate when reaching this maximum value Note: the last field in the filter area shows the number of the variables that can still be logged (this is zero when the license limits are reached) Note: for a variable to be shown in the list, at least one synchronisation must have been performed (except for pCOWeb supervisors) and the values must effectively derive from a data alignment procedure (for correct configuration of the log and data alignment on the local supervisor, see the corresponding manual) 27 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG installer 9. KPI REPORTS The KPI report offers the user a rapid overview of the performance of each supervisor. The data used for analysis are retrieved from the local supervisor; data alignment configuration is therefore required to use this function 9.1 Configure the variables analysed on the KPI reports user Following the first synchronisation with a supervisor, to configure the variables analysed proceed as follows: For each supervisor to be configured access: database -> installation -> supervisors Double click the supervisor in question to open the maintenance details page. Click the “devices” tab. In the “device model” column set the correct model for the controllers being configured. Click . 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 configured 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; • Differential; • Compressor status; • Defrost status; • High temp. alarm (optional); • Low temp. alarm (optional). “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 28 ENG 9.2 Configure data presentation on the KPI reports installer To customise the colours on the KPI reports, proceed as follows: Access: report -> KPI -> configuration KPI Select the various colours (background and font) Click . user button to restore the original To normalise energy consumption values, considering that sites may differ enormously in aspects such as size, opening times, number of controllers: Access: report -> KPI -> KPI energy -> supervisor weight For each supervisor, set a normalisation value (other than 0) Click . if necessary, customise the description of the “normalisation quotient” under report -> KPI -> KPI configuration Click . The normalisation value set will be used as the quotient for the absolute consumption value. 29 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance Note: use the configuration ENG installer 10. REMOTE MANAGEMENT OF LOCAL USERS Important: remote management of Local Users is currently only supported by PlantVisorPRO version 2.0 and higher. user 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 configure the supervisors accordingly, without having to repeat the configuration for each individual user on each supervisor. 10.1 Display local users maintenance 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. Access: administration -> access -> local users This page lists the local users currently configured, displaying: • username; • two numbers that represent the number of supervisors configured (the first 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 configured. an icon indicating any supervisors connected via modem; user profile. 10.2 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 specific manual for the supervisor used. Access: administration -> access -> local users Select the button to access the screen for creating/editing a user Specify the username for the user being created. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 30 ENG Set the password installer 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: . , _ ! ? $ % & Select the profile button. maintenance Select the user Note: The four standard PlantVisorPRO 2.0 profiles 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 profile used on the specific supervisor. 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 icon only if the user has marked by the 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. 31 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG installer Access: administration -> access -> local users Select the user button to transfer the changes made so far to the configuration of supervisor local users Important: All changes made to the users and the list of supervisors will not be applied until the maintenance 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 first 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). 11. TROUBLESHOOTING 11.1 Export log files To provide further information during service, it may be useful to export and attach the system log files. To get the RemotePRO system log files access: Administration->Export Log Files; Click to prepare an updated file; Click to download a ZIP file containing the log files. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 32 ENG installer 12. CHANGE USER DATA The currently connected user can change their own personal details, access password and display preferences. Access: Administration -> Users -> Edit User Edit the data as desired Click 33 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance utente 12.1 Cambio dati utente ENG maintenance user installer 13. ACCESSING THE LOCAL SUPERVISORS 13.1 Display local supervisors RemotePRO allows quick connection to all local supervisors configured in the system: Access: supervision -> supervisor status This page lists the supervisors that are currently configured, 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). Note: • Connection to a supervisor can only be established by selecting the green 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 buttons. For LAN connection, . 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 modem. • It is important to close the open modem connections using the red Note: an authorised user can access the system -> channel -> RAS configuration and close the modem connection using the first “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 button. 34 for all supervisors connected via button, to avoid malfunctions. ENG 14.1 installer 14. SUPERVISOR LIFE TEST Display life test status To utente display the result of the life test, access: supervision -> supervisor status. Check the “life test” column, showing the outcome maintenance 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 specific supervisor 35 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG 15.1 Display alarms The alarms received from the local supervisor can be displayed by accessing: supervision -> alarms -> active alarms. maintenance user installer 15. DISPLAYING ALARMS AND EVENTS 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 different colours, based on their priority: Note: the possibility to display reset alarms yet to be acknowledged on this page can be enabled under system > configuration > synchronisation. When an alarm ends on the local supervisor and has been acknowledged on the remote system, if configured, the alarm is shown in the list of reset alarms, visible by accessing: supervision -> alarms -> reset alarms. Active alarm Reset alarm Priority Technical alarm (e.g. life test) Highest High Medium Low “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 36 ENG 15.2 Display alarms and events in supervisor detail installer Alarms and events can be displayed corresponding to just one supervisor. utente Access: supervision -> supervisor status Double click the supervisor in question to open the details page. maintenance 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. To display the alarms on the supervisor, click the “active alarms” tab. This page only displays the alarms corresponding to the selected supervisor. 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 configuration problems. error: signals problems that stop operation of the system. 37 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG To display an alarm report, access: report -> alarms and select the type of report. maintenance user installer 15.3 Display alarm report Select the desired period using the calendars Click Note: the reports can be exported (in PDF format) by clicking “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 38 . ENG 16.1 Display graphs Once having received data on the server, the user can, for each device, display a graph showing the aligned variables. installer 16. DISPLAYING DATA To display a device graph, access to: supervision-> utente supervisor status maintenance Double click the supervisor in question to open the details page Click the “controllers” tab. The list of all the instruments connected to the local supervisor is displayed. Double click the device to display the corresponding graph. Click the “Log data graphs” tab. Note: the first time the graph is accessed for a device, the variables displayed need to be selected. 39 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG user installer Select the variables, choose the colour. Select the starting date and the duration of the maintenance period and click . Note: an area on the graph can be selected to zoom the data displayed. Selecting the returns to the previous zoom level. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 button 40 ENG 17.1 Create export template To speed up and standardise exporting of logged data, a template configuration has been introduced for specifying which variables are to be included in the report. Access: Report->Log Report->Report Templates Click . Enter the required fields (see Note 1) Enter the list of variables to be exported (see Note 2) Click maintenance utente installer 17. EXPORT DATA LOG . Note: a template can be defined as private, i.e. only available to the user that created it, or alternatively as shared, i.e. accessible to all system users. The information relating to the report channel (email or download), export frequency and period will be applied by default when effectively used (manually or scheduled), however this can also be changed at the time if required. Note: select ‘Variable model’ to add variables taken from known models and export the data relating to these variables from all instances corresponding to such models. On the other hand, select ‘Variable’ to export the selected variables. Important: Non è possibile esportare contemporaneamente variabili puntuali e variabili prese dai modelli. 17.2 Manual export Access: Report->Log Report-> Export Report Select the template Modify the template default values if necessary 41 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 installer ENG Select the export date and period Click Note: the report is placed in the queue and processed in the background so as to avoid overloading the system. At the end of the export operation, the report will be available on the selected channel (email or download page) maintenance user 17.3 Scheduled export Access: Report->Log Report-> Scheduled Reports Click . Select the template Modify the template default values as required Select the required scheduling (monthly, weekly choosing the day, daily) and time Click . Important: when scheduling a report, remember that data alignment is performed once a day at a set time. To ensure maximum data is available, the export operation should be scheduled after data alignment (data alignment processing time varies based on the volume of data). 17.4 Download report 1. To access the reports (scheduled or manual) created for download, access: Report->Log Report->Reports Archive: 2. To download an individual report click the green down arrow 3. To download several reports at the same time, click the corresponding checkbox and then click “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 42 . ENG After having configured the KPI reports and performed at least one data alignment, the reports corresponding to temperature and energy consumption can be displayed. installer 18. DISPLAYING KPI REPORTS Over critical: Over range: In range: Under range: Under critical: temperature's value raised over high critical threshold; temperature's value varied between differential and high critical threshold; temperature's value varied between set point and differential threshold; temperature's value varied between set point and low critical threshold; temperature's value descended under low critical threshold; where the high and of low critical thresholds are defined respectively as the differential + 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 define: As well as the colours of the areas described previously, two other colours are envisaged, which identify: Defrost Undefined defrost relay have been turned on; temperature's value have not been stored. 43 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 maintenance There are two different temperature reports. The first 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, differential and a user parameter called “critical variation”. The areas that these three parameters identify are defined as follows: utente 18.1 KPI temperature report ENG user installer 18.2 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 To display the KPI daily temperature reports access: report -> KPI -> KPI temperature -> KPI daily temperature Select the supervisor to analyse Select the analysis date (default “today”) Set the critical variation (default 2°) Select the step for the intervals to divide the hours maintenance into (for example, setting 15 minutes means 4 intervals each hour) Click . Note: if the temperature deviates to the point of setting off an alarm, a specific 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 18.3 Display KPI performance reports 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 different 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 Select the supervisor to analyse Select the analysis date (default “today”) Select the period (daily, weekly or monthly) Set the critical variation (default 2°) Click . Note: double clicking a row accesses the graph showing the trend of device variables over the selected period. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 44 ENG 18.4 Display KPI energy reports installer To display the KPI energy reports access: utente 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); • Effective energy consumption, either the sum of consumption from the partial energy meters or the value of the global energy meter. Click maintenance 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. Select the analysis date (default “today”) . At the foot of the table are the totals of consumption and the average of effective and normalised consumption. Colour Note: the normalised consumption values provide a most reliable comparison of performance between supervisors. Performances Best Better than average Worse than average Worst 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; • Effective 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. 45 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG installer 19. ALARM SYNCHRONISATION 19.1 Synchronise local and remote supervisor After having configured a local supervisor, an initial synchronisation should be performed with the remote, involving downloading the information selected during configuration (e.g. alarms, events...). Access user the list of supervisors from: census -> installation -> supervisors. Double click the supervisor in question to open the maintenance details page. 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 first synchronisation the system receives the system configuration; in addition, the alarms, events and notes no older than 5 days are downloaded. This maximum synchronisation interval can be configured under system -> configuration -> synchronisation in the “max synch days” field. The table on the right shows the information that can be synchronised, for each type of supervisor. INFORMATION THAT CAN BE SYNCHED Type of supervisor Notes Data Eventa Alarms PlantVisorPRO PlantVisorEnhanced PlantWatchPRO YES YES NO YES NO YES (*) YES NO YES YES YES YES pCOWeb NO NO YES YES (*) starting from version 2.1 Note: the “life test” can be enabled for any type of local supervisor. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 46 ENG 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 > configuration > synchronisation and disable mandatory acknowledgement for alarms. Individual alarms or groups of alarms can be acknowledged at the same time. installer 19.2 Manage remote alarms maintenance uter To acknowledge an individual alarm, access: supervision -> alarms -> active alarms. Double click the alarm to be acknowledged so as to open the details page. Enter any notes and click . Important: A note must be entered before acknowledging an alarm. Under system -> configuration -> synchronisation this rule can be disabled by changing the value of the “check notes on acknowledged alarm” field. Alarms with low priority can always be acknowledged without entering a note. 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. 47 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 ENG Select all the alarms to be acknowledged. The selected alarms are highlighted. maintenance user installer To acknowledge more than one alarm at the same time, access: supervision -> alarms -> active alarms. Click . A pop-up confirmation message is displayed. Click to confirm acknowledgement of the alarms. Note: These alarms are assigned a default note that can be changed under system -> configuration -> synchronisation in the “default acknowledge note” field. Important: if no alarm is selected and “acknowledge” is clicked, all the alarms that satisfy the filtering criteria are acknowledged. “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 48 ENG 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 off 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 installer 19.3 Inhibit alarms Note: an alarm that has already been reset on the remote supervisor cannot be inhibited. uter Select all the alarms to be inhibited. Click maintenance Note: The procedure for selecting the alarms to be inhibited is the same as described for acknowledgement. . 49 “remotepro “+0400022EN - rel. 1.2 - 14.03.2012 NOTE: ______________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ NOTE: ______________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ _____________________________________________________________ CAREL INDUSTRIES Hqs Via dell’Industria, 11 - 35020 Brugine - Padova (Italy) Tel. (+39) 049.9716611 - Fax (+39) 049.9716600 e-mail: [email protected] - www.CAREL.com "remotepro" +0400022EN - rel. 1.2 - 14.03.2012 Agenzia / Agency:
