PRODUCT MANUAL. EQmatic Energy Analyzer, M-Bus

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1 PRODUCT MANUAL EQmatic Energy Analyzer, M-Bus

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3 Contents Inhalt Page 1 General Using the product manual Overview of product and functions Device technology Technical data Connection diagram Dimension drawing Mounting and installation Display elements Special operating states Device initialization Resetting the device Factory Settings User interface Connecting to the device Management Meter Management Device configuration Data Points Set-up metering structure Manual Structure Automatic Structure (flat list) User Management Tariffs and Units Consumer Groups System General Language Date and Time Network Update SMTP Configuration SSL Certificate SSH Access Erase data System Log...56 QA/S 3.xx.1 2CDC512090D0201 i

4 Contents 3.4 Dashboard Navigation Widgets Add widget Widget konfigurieren Instantaneous Values widget Usage Split widget Historical Data widget Consumer Ranking widget Total Values widget Analytics Historical data Usage Split Instantaneous values Benchmark-Period Benchmark-Consumer Planning and application What is M-Bus? Cables and lines Installation Troubleshooting A Appendix A.1 Ordering details ii 2CDC512090D0201 QA/S 3.xx.1

5 General 1 General Energy Measurement The need to record and process energy variables and values is becoming more and more important. This is due not just to rising energy costs but also to a common requirement for evaluation and querying options via decentralized reading points. The features of the EQmatic series help to meet these requirements and can provide operators and users of intelligent building technology with convenient, cost-effective solutions for modern energy management. Demand for recording, evaluation and billing in commercial and purposebuilt premises well as industrial plants and residential properties has increased significantly in recent years. ABB offers a wide range of devices and solutions specially designed for these applications. What is Automatic Meter Reading (AMR)? Automatic Meter Reading (AMR) is the process of remote reading of data from meters. AMR allows the suppliers of electrical energy, as well as water, gas and district heating to improve the handling of their contracts and services. The ongoing costs involved in manual reading of the meter are eliminated and the consumption data become transparent. What is energy management? Energy management is the overall concept which ranges from planning of requirement to selection, installation and operation of energy generation systems. The objective is to provide complete coverage of the energy needs of the consumer and to use the most minimum amount of energy at the given comfort or production levels (industrial and commercial). Energy management can be applied in every building where energy is required: Industrial buildings, office buildings, sports halls, housing, apartments, etc. Reasons for energy management: Guaranteeing the provision of an interruption free supply of energy or power Retention of the voltage or current quality Cost efficiency, e.g. low-cost power and heating, and energy conservation Environmental issues, e.g. energy conservation and recovery Reducing dependency on fossil fuels Implementing energy management guidelines and standards such as ISO What is load management? The primary objective of load management is an economical and resource efficient use of energy provided by electrical medium companies in industry, commercial applications and domestic households for environmental cost and/or safety reasons. Load management also incorporates measures for the avoidance of circuit overloads. Cost savings can be achieved by the avoidance of load peaks or reduction of consumption during tariff times when higher power prices are charged. QA/S 3.xx.1 2CDC512090D0201 3

6 General 1.1 Using the product manual This manual provides detailed technical information on how to install and program the device, and how it works. Explanations on how to use it are accompanied by examples. This manual is divided into the following chapters: Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter A General Device technology Planning and application Appendix 4 2CDC512090D0201 QA/S 3.xx.1

7 General Notes Notes and safety instructions are represented as follows in this manual: Note Tips for usage and operation Examples Application examples, installation examples, programming examples Important These safety instructions are used as soon as there is danger of a malfunction without risk of damage or injury. Caution These safety instructions are used as soon as there is danger of a malfunction without risk of damage or injury. Danger These safety instructions are used if there is a danger to life and limb with inappropriate use. Danger These safety instructions are used if there is an extreme danger to life with inappropriate use. QA/S 3.xx.1 2CDC512090D0201 5

8 General 1.2 Overview of product and functions EQmatic series devices are compact modular installation devices designed to monitor and display consumption and measured values. They are used in energy management applications, to log and store consumption data from electricity, gas, water or heat meters. This means that they can help those operating purpose-built premises or commercial enterprises to implement energy management systems such as ISO or to put in place low-voltage installations compliant with VDE The devices have a plug and play commissioning system which automatically detects connected meters. EQmatic devices are accessed via web browser, with the user interface providing basic analytics functions such as a dashboard, historical data, instantaneous values, comparison functions, cost allocation by consumer group, and much more. As a result, they make building energy flows and costs transparent. Functions Storage of metering data from up to 64 meters for up to 3 years Display and evaluation of historical consumption and measurement data via configurable charts Customizable dashboard with predefined widgets User addition and administration functions (simultaneous access for up to 10 users) Cost and consumption analysis for mediums such as electricity, water, heat and gas Display and evaluation of costs by consumer group Addition of cost centers and virtual meters Benchmarks and comparisons by periods and consumers Load profile display at 5 minute intervals Real-time data CO2 emissions display Energy Performance Indicator (EnPI) Data export to xls, csv, pdf, etc. Addition of Favorites Notifications when connected meters fail Automatic detection of ABB meters from the A and B series Support for ISO compliant energy management 6 2CDC512090D0201 QA/S 3.xx.1

9 Device technology 2 Device technology 2CDC07100XS0017 Energy Analyzer, M-Bus QA/S 3.xx.1 are modular DIN Rail components (MDRC) Pro M design for installation in distribution boards on a 35 mm mounting rail. They are compact, web-based standalone devices for energy management applications in M-Bus networks. They log, store, display and analyze consumption data for up to 16 or 64 electricity, gas, water or heat meters. They automatically detect ABB A and B series meters during commissioning. They are accessed via web browser. The user interface provides graphic analysis features such as Configurable dashboard Display and evaluation of historical data Analysis of instantaneous values Period comparison (before/after) Comparison of up to 5 consumers Cost/consumer display by consumer groups 2.1 Technical data Energy Analyzer, M-Bus M-Bus master To EN Max. number of M-Bus slaves QA/S QA/S Power supply U s operating voltage V AC, 50/60 Hz Power consumption at 230 V AC < 10 W Current consumption at 230 V AC < 50 ma Device leakage loss at 230 V AC < 3 W at 230 V AC Web server/device features Simultaneous access to web server Up to 10 users Retrieval/storage of meter data IP security Data export Storage capacity with up to 64 M-Bus slaves Every 5 minutes HTTPS JPG, PNG, CSV, XLSX, PDF Min. 3 years Network Ethernet 10/100 Mb Connections Operating voltage and M-Bus Screw terminal, universal head Tightening torque LAN mm² stranded mm² solid core Max. 0.6 Nm RJ45 connector for 10/100BaseT IEEE networks, autosensing QA/S 3.xx.1 2CDC512090D0201 7

10 Device technology Operating and display elements ON LED (green) Operation readiness indicator LAN/LINK LED (yellow) M-Bus LED (yellow) Reset button Network connection/telegram transfer indicator M-Bus operation readiness indicator Behind label carrier Protection degree IP 20 under EN Protection class II under EN Isolation category Overvoltage category Pollution degree III under EN under EN Temperature range Operation C Storage C Transport C Environmental conditions Humidity Maximum 93%, moisture condensation should be excluded Atmospheric pressure Atmosphere up to 2,000 m Design Modular installation device (MDRC) Pro M design Dimensions 90 x 72 x 64 mm (H x W x D) Installation width/installation depth 4x 18 mm/68 mm modules Installation On 35 mm mounting rail To EN Mounting position Weight Any Approx kg Housing, color Light gray plastic Halogen-free Flammability V-0 as per UL94 CE mark In accordance with the EMC directive and low voltage directive 8 2CDC512090D0201 QA/S 3.xx.1

11 Device technology 2.2 Connection diagram 2CDC072022F0016 QA/S 3.xx.1 1 Us power supply connection 5 LAN/LINK LED (yellow) 2 M-Bus slave/meter connection 6 M-Bus LED (yellow) 3 Ethernet/LAN connection 7 Reset button (behind label carrier) 4 ON LED (green) 8 Label carrier QA/S 3.xx.1 2CDC512090D0201 9

12 Device technology 2.3 Dimension drawing 2CDC072033F0015 QA/S 3.xx CDC512090D0201 QA/S 3.xx.1

13 Device technology 2.4 Mounting and installation The device is a modular installation device for quick installation in distribution boards on 35 mm mounting rails to EN The installation position can be selected as required. Electrical connection is via screw terminals. The device connects to the Bus via the screw terminal. The terminal assignment is located on the housing. The device is ready for operation once the main power supply is on and the initialization process has finished (green LED lights up continuously). The device must be accessible for operation, testing, visual inspection, maintenance and repair in compliance with DIN VDE requirement A Windows PC or laptop with a web browser (Internet Explorer, Firefox or Chrome recommended) and an Ethernet connection are required in order to commission the device. Mounting and commissioning may only be carried out by electrical specialists. The applicable standards, directives, regulations and specifications for the country in question must be observed when planning and setting up electrical installations and security systems for intrusion and fire detection. Protect the device from damp, dirt and damage during transport, storage and operation. Only operate the device within the specified technical data! The device should only be operated in an enclosed housing (distribution board)! Switch off the device supply voltage before mounting. Danger To avoid dangerous touch voltages which originate through feedback from differing phase conductors, all poles must be disconnected when extending or modifying the electrical connections. Supplied state IP address assignment is set to automatic addressing (DHCP/AutoIP) at the factory. Language Currency Cleaning English EUR The voltage supply to the device must be switched off before cleaning. If devices become dirty, they can be cleaned using a dry cloth or a cloth dampened with a soapy solution. Never use corrosive agents or solutions. Maintenance The device is maintenance-free. In the event of damage (e.g. during transport and/or storage), do not carry out any repairs. QA/S 3.xx.1 2CDC512090D

14 Device technology 2.5 Display elements Indicator LEDs are located on the front of the device. The response of the display elements is described in the following table: LED Function Description ON LAN/Link M-Bus ON OFF FLASHING (1 Hz) FLASHING (3 Hz) FLASHING (10 Hz) OFF FLASHING ON OFF FLASHING (1 Hz) FLASHING (3 Hz) FLASHING (10 Hz) Operating system initialization process complete. Supply voltage on. The device is ready for operation. Supply voltage off. During operation system initialization. During initialization Device restart initialization Factory reset; internal error. No supply voltage. No network connection. Network connection Ok. Telegram transfer. Supply voltage OK, device ready for operation and M-Bus connected. No supply voltage. M-Bus disconnected. Scanning process for M-Bus devices Resetting network settings and restarting the device Resetting to factory settings 12 2CDC512090D0201 QA/S 3.xx.1

15 Device technology 2.6 Special operating states Device initialization When the mains supply is connected, the operating system starts and the yellow M-Bus LED lights up. When the operating system has finished loading, the yellow M-Bus LED goes off and the green ON LED starts to flash while the application is loading. When the application has finished loading, the green ON LED stops flashing and lights up continuously. The initialization process is complete and the device is ready for operation. QA/S 3.xx.1 2CDC512090D

16 Device technology Resetting the device There are several ways to reset the device: 1. Restart (device reset only) 2. Restarting and resetting the network settings 3. Resetting to factory settings Reset button To reset the device, use the Reset button, which is behind the label carrier (for more information, see: 2.2 Connection diagram p. 9) Open the label carrier cover. Press the Reset button to reset the device as described. Press for Action LED < 2 sec. No reaction ON LED (green): ON M-Bus LED (yellow): >2 sec. and <10 sec. > 10 sec. < 20 sec. 1. Restart Pressing the Reset button for more than 2 seconds and releasing it within 10 starts the reset process. The device restart initializes. 2. Restart with IP address reset Pressing the Reset button for more than 10 seconds makes the ON LED and the Bus LED flash. The IP address is reset to automatic address assignment (DHCP) and device restart initializes. > 20 sec. 3. Restarting and resetting the network settings. All user-defined settings, network settings and database entries will be deleted after the Reset button is pressed and released. ON ON LED (green): flashing (3 Hz). M-Bus LED (yellow): ON ON LED (green): flashing (3 Hz). M-Bus LED (yellow): flashing (3 Hz). ON LED (green): flashing (10 Hz). M-Bus LED (yellow): flashing (10 Hz). 14 2CDC512090D0201 QA/S 3.xx.1

17 Device technology Factory Settings An administrator must have access to the user interface in order to reset the device to the factory settings (for more information, see: 3 p. 17). To restore the factory settings, go to System > Erase data or use the reset button (for more information, see: Resetting the device p. 14). Caution This function allows you to delete all data and user-specific information from the system. This resets the system to its supplied state. The most recently installed system update is retained. The following data are reset to the factory settings or deleted: Devices/meters added to the system, and stored metering data Device configurations and configured metering structure Users and associated information (usernames and passwords are reset to the factory default) All system settings SSL certificates (if any) QA/S 3.xx.1 2CDC512090D

18 Device technology 2.7 User interface The device has a user interface for commissioning and operating purposes. To access the user interface you must be connected to the device (for more information, see: 3 p. 17). Access is via standard web browser (e.g. Chrome, Internet Explorer, Firefox or Safari) Main menu structure Users can navigate around the system using the main menu at the top of the user interface screen. Selecting each of the main menu items brings up a submenu No. Heading Description Dashboard Analytics Management System Date and time Notifications Favorites User profile System information Logout Customizable dashboard for displaying key data and measured values. Detailed analysis of costs, consumption, momentary values, benchmarks and comparison functions per consumer. Further processing and export option for data and analyses. Used to commission and manage M-Bus devices, metering structures, users, tariffs and units. Basic device and system settings such as date, time and language. Displays the current system date and time. To display notifications such as system updates, etc. M-Bus fault: timeout/collision M-Bus fault: short circuit, open circuit Update available Time synchronization: no connection to NTP server Quick access to previously configured analyses. Displays user settings and information such as name, password and access rights. Displays device information such as type, name, current firmware version and serial number. Used to log out and end a session. 16 2CDC512090D0201 QA/S 3.xx.1

19 3 For general information on M-Bus planning and installation, please see the Planning and application chapter. requirements PC/laptop QA/S is ready for operation and LAN connection is established PC/laptop and QA/S are on the same network Meters are operating and connected to the M-Bus terminal on the QA/S M-Bus devices are connected and configured according to manufacturer's instructions (e.g. baud rate, primary address, transformer ratios) M-Bus devices comply with the current M-Bus standard System settings (date, time, network etc.) have been made QA/S 3.xx.1 2CDC512090D

20 3.1 Connecting to the device Access via the ABB i-bus Tool To access the device for initial commissioning, use the ABB i-bus Tool. This is a free software tool that provides help with commissioning. Follow the instructions to connect to the device. 1. Download the ABB i-bus Tool and install on a Windows PC/laptop. Download link 2. Start the ABB i-bus Tool 3. Click Connect and then IP devices and Discovery The ABB i-bus Tool automatically searches for known IP devices on the local network. Click Refresh to restart the process if necessary. 4. Select the relevant QA/S device from the table of located devices 5. Select "Open Website" The web browser opens and the start screen appears. 6. Enter your username and password Defaults in supplied state: Username: admin Password: admin You are now connected to the web server for the device. Follow the instructions in the commissioning wizard to proceed with commissioning. 18 2CDC512090D0201 QA/S 3.xx.1

21 3.1.1 wizard Once a connection to the device is established, the commissioning wizard starts. This takes you through the steps and basic settings required for initial commissioning. 1. Read and confirm the terms and conditions. 2. Change your password. This is important for device and data security. QA/S 3.xx.1 2CDC512090D

22 3. Change the network settings if necessary. 4. Configure the date and time. 5. Configure the tariffs and units (optionally). 20 2CDC512090D0201 QA/S 3.xx.1

23 6. Scan the bus for connected M-Bus device and slaves (optionally). Detected meters will be listed in a table. 7. And you're done QA/S 3.xx.1 2CDC512090D

24 3.2 Management The Management menu is used to make the following settings: M-Bus device configuration Metering structure set-up User administration Tariff and unit settings Consumer group set-up Meter Management The Meter Management menu is used to make all the settings for the detection of connected M-Bus devices. After the scanning process, all detected M-Bus devices are listed in a table. This step is absolutely essential during commissioning in order to be able to add, configure and manage devices. It is the basis for assigning devices to the metering structure later on. 22 2CDC512090D0201 QA/S 3.xx.1

25 Scan configuration Options: Primary Secondary The M-Bus first needs to be scanned in order for the Energy Analyzer to detect connected devices. This scanning process takes place uses either primary or secondary addressing. Primary: Selecting this option searches for connected devices based on their primary address, which must be set beforehand on the relevant device (M-Bus slave). Note ABB meters are factory set with a primary address of 0. Each M-Bus device must be assigned a unique primary address. Duplicate addresses cause address conflicts! Speed range (baud rate) Options: 300, 600, 1200, 2400, 4800, 9600 This sets the speed range for M-Bus device scanning. Only devices in this range are targeted. The speed range set here must match the baud rate set on the M-Bus slave, otherwise devices cannot be detected. The baud rate can be set based on meter type. Note ABB meters are supplied with the baud rate set to You should limit the scanning range as much as possible. The wider the speed range, the longer scanning will take. Address range Options: Sets the limits for the primary address range. This parameter is only visible when the Primary option is selected. Note The wider the range, the longer the scanning process takes. QA/S 3.xx.1 2CDC512090D

26 Secondary: If you select this option, M-Bus devices are scanned based exclusively on their secondary address. Secondary addressing extends the actual address range of 250. In this case, there is no unique addressing in the M-Bus device concerned. The devices respond with the information stored in bit 253. This bit usually contains serial number, version and medium. Serial number is generally used as the secondary address. It is an 8-digit number affixed to the device. Note The serial number of ABB meters is on the nameplate on the front of the device, e.g Scanning commands Command Description M-Bus scanning runs based on the entered settings. The Stop and Pause commands appear. Interrupts a running scan and returns to Scan Settings. Interrupts the scan which is currently running. The Continue command appears. The Continue command resumes a scan interrupted using Pause. Note Scanning can take several minutes depending on the scan settings and the number of M-Bus devices. 24 2CDC512090D0201 QA/S 3.xx.1

27 Device Overview After a successful scan, all detected M-Bus devices are shown along with their information in the Device Overview table below No. Heading Description 1 Primary address 1), 2) Shows the primary address setting for the M-Bus device Status 1), Speed 1), 2) Shows Manufacturer 1) Medium 1) Version 1) Place of installation 3) Meter name 1), 3) For Serial number 1) Building node 3) Action OK: Meter detected, configured and connected Conflict: Address conflict. Devices with same primary address or serial number. Not configured: Device is not configured. Configure using. Disconnected: Device is not available or is disconnected from the M-Bus. the speed setting for the M-Bus device Shows the manufacturer (max. 3 characters, e.g. ABB) Shows which medium will be measured on the M-Bus device Shows the firmware version of the M-Bus device Enter the installation location of the device here. This is recommended so that it is easier to identify and assign the device when configuring the metering structure. Duplicate names are allowed. ABB meters, the type designation is the default for the device name after scanning. This can be overwritten. Enter a name for the device here. This is recommended so that it is easier to identify and assign the device when configuring the metering structure. Duplicate names are allowed. Shows the serial number (= secondary address) of the M-Bus device Shows the building node of the M-Bus device based on the configured metering structure Used to edit and configure M-Bus devices Opens the meter configuration dialog Removes the M-Bus device from the system 1) Sent by the M-Bus device 2) Needs to be set on the M-Bus device 3) To be entered by user QA/S 3.xx.1 2CDC512090D

28 Device configuration ABB EQ A4x and B2x meters are automatically detected after scanning and do not need to be configured. Available data points, which depend on the meter type, are listed in the data points list. If a M-Bus device is shown as Not Configured or Not detected after scanning, you need to configure the device or its data points. To do this, click the device overview table All meters. ACTION icon for the relevant device in the Note An M-Bus device is regarded as being configured (status OK) as soon as one of the data points for consumption has been configured. Electricity meter: active energy (kwh) active power (W) Water meter: volume (m³) Gas meter: volume (m³) Heat meter: active energy (kwh) 26 2CDC512090D0201 QA/S 3.xx.1

29 A dialog window opens with input options for the device and its available data points: Meter Name Options: Text field used to enter the device name. For ABB meters this defaults to the type designation (e.g. A ). This should be amended to a more suitable identifier later on. Place of Installation Options: Text field used to enter the physical place of installation to the M-Bus device. This makes it easier to identify the device in the system. Meter measures generated energy Options: Deactivated Activated Activated: You need to select this option if, for example, a meter is in use in a photovoltaics system and measures the energy generated or stored. Activating this option allows measured and metered values for this energy to be separately evaluated and displayed in later analyses. QA/S 3.xx.1 2CDC512090D

30 Data Points If you are using ABB meters, the device detects them after scanning, along with their available data points. The available data points are listed in the Data Points Overview table. Manufacturer-specific data points are flagged as such Data Points Overview No. Heading Description Record No. Value Unit Description Action Shows the number of the data point concerned Shows the current value for the data point concerned Shows the physical unit for the data point concerned. Some data point may not have a unit, e.g. number of power failures. Describes the data point concerned. If this is manufacturer-specific and has to be configured, this will be shown here. Allows you to edit and configure the data point Opens the configuration dialog Note Data points for devices compliant with the M-Bus standard are detected, and can be given a new description if necessary. Those that are not (manufacturer-specific) need to be configured. 28 2CDC512090D0201 QA/S 3.xx.1

31 Configuring manufacturer-specific data points To add a manufacturer-specific data point, you need to configure it. To do this, open the configuration dialog using On the left-hand side of this dialog window is the data points Information field (1). Check the M-Busspecific DIF and VIF codes for the corresponding data point (2). These are in the manufacturer's description of the M-Bus device concerned. To decode the data point, search for the DIF and VIF codes shown in the protocol description. In the Configuration window (3) enter the required information (e.g. Group, Type, Unit, Multiplier, Description and Tariff). Click Save (4) to apply the settings. The data point is now configured and available in the system. Once a data point has been successfully configured, the status of the M-Bus device changes to OK. QA/S 3.xx.1 2CDC512090D

32 Group Options: Consumption Generation Instantaneous values Binary Information Other Presentation Options: Available data presentations will be shown according to the group you select (e.g. Consumption). Select the required type, e.g. Active energy as described in the M-Bus device manual. Unit Options: Unit (e.g. kwh) is preselected for certain groups (e.g. Consumption) and types (e.g. Active energy) and cannot be changed. User-Defined Unit Only displayed if Other is selected in the Groups parameter. Options: Only displayed if Other is selected in the Groups parameter. Free text entry for a user-specific unit. 30 2CDC512090D0201 QA/S 3.xx.1

33 Multiplier Options: Used to select a multiplier if required. Description Options: For an individual description of the record Tariff Only displayed if Other is selected in the Groups parameter. Options: None Select an existing tariff Add new tariff Use tariff for similar meters Options: Deactivated Activated Activated: Applies the selected tariff setting to other, similar data points. QA/S 3.xx.1 2CDC512090D

34 3.2.2 Set-up metering structure This function is used to specify the required metering structure for the building or infrastructure. This makes navigation easier when carrying out analyses later on. Data aggregation or totals settings are also made here. There are various options available. 1. Manual Structure 2. Automatic Structure 32 2CDC512090D0201 QA/S 3.xx.1

35 Manual Structure The manual structure allows you to set up a custom topology where physical meters are assigned to a logical metering structure. This structure can be used, for example, to display consumers and costs for a cost center or organization. The Virtual Meter and Measuring Point structural elements are provided for this purpose. Virtual Meter (group) A virtual meter totals the consumption and/or measurement data from meters assigned below the first level in the tree structure, aggregating records or values that can be physically added together (e.g. energy in kwh, power in W) into a Main (root) Node. This means that you can display the overall consumption and costs for all the sub-meters via the Main Node. A meter cannot be assigned directly to a virtual meter. Example (see graphic/screenshot): Total 1.0 = kwh = 350 kwh kwh Metering Point A metering point only ever consists of one M-Bus device which is assigned to it. The relevant medium for the assigned M-Bus device is represented by a symbol (see Medium). If a higher-level metering point is serving as a primary meter, the nodes assigned below it must belong to the same medium. QA/S 3.xx.1 2CDC512090D

36 Difference A Difference meter is a mathematical meter. No physical meters can be assigned to it. It calculates the difference between a main node and one or more sub-nodes. It is only shown if a structure has a measuring point (main node) with one or more assigned measuring sub-points with physical meters assigned to them. It is enabled via the Edit menu. Once enabled, the node is shown in the Analytics menu under the relevant structure, and is available for analysis along with its calculated data. Example (see graphic/screenshot): Difference = ( ) Medium This symbol indicates which meter for a particular medium is assigned to the node. If the symbol is light gray, there is a medium assigned to the node, but no physical meter as yet. If the symbol is dark gray, there is no physical meter assigned to the node as yet. Electricity Water Gas Heat 34 2CDC512090D0201 QA/S 3.xx.1

37 Configuring a manual structure Clicking on a node opens the submenu where node settings are made. See also Edit. Mouseover Move your mouse over the nodes to show the configuration options. button. Clicking the button displays the node Options: Create sub node Edit node Cut node Remove node Create sub node This creates a sub node for the current node. Options: Node type Node name Node type: Used to select the node type Options: Virtual meter Metering point Virtual meter: Selecting this creates a virtual meter node (see also Virtual Meter). Metering point: Selecting this creates a metering point (see also Metering point). Name: Used to name the node. QA/S 3.xx.1 2CDC512090D

38 Edit node Opens the Edit node dialog window for a node. Options: Node type Node name Meter Medium Consumer group Meter data points 36 2CDC512090D0201 QA/S 3.xx.1

39 Node type: Used to select the node type Options: Virtual meter Measuring point Virtual meter: Selecting this creates a virtual meter node (see also Virtual Meter). Measuring point: Selecting this creates a measuring point (see also Measuring point). Node name: Used to name the node. Only shown until you select a Measuring point. Meter: This parameter links the node to a physical meter. Meters are only displayed for selection if they have been added to the system via Meter Management and correctly configured. You can only assign one meter at a time to a node. Medium: Here, enter and set the medium that you wish the measuring point to log. Consumer group: Used to select and assign a consumer group (see also Consumer group). You can either select a consumer group (provided it has been added) or create a new one. Meter data points: This is used to select a data point (Consumption/Generation) and assign it to a tariff. You can either select a tariff (provided it has been added) or create a new one. Cut node You can cut a node from wherever it is in the structure and paste it to another point (or drag and drop it). This disconnects the node in the metering structure from the M-Bus devices assigned to it. You can choose whether to move all the data for the assigned meter along with it. Options: Move node with data Move node without data Move node with data: This transfers the node to the required location in the structure along with all its stored data up to this point, and pastes it to a new location via the "Paste" dialog. Move node without data: This transfers the node to the required location in the structure, but without all its stored data up to this point. A datestamped image of the original node is created and the node is then shut down. The node and its previously stored data are available for historical data analysis up to the transfer date. You can no longer assign devices to a node that has been transferred or shut down. Caution After the transfer there is no longer any data with which to evaluate and display the node. QA/S 3.xx.1 2CDC512090D

40 Remove node This deletes the node from the system. You can choose whether or not to remove the data from the assigned meter logged up to this point. Options: Remove node and with data Remove node without data Remove node with data: This deletes the node from the system along with all its previously stored data. Caution After deletion there is no longer any data with which to evaluate and display the node. The data is permanently deleted. Remove node without data: This deletes the node from the system but keeps all its previously stored data. A datestamped image of the original node is created and the node is then shut down. The node and its previously stored data are available for historical data analysis up to the deletion date. You can no longer assign devices to a node that has been deleted or shut down. 38 2CDC512090D0201 QA/S 3.xx.1

41 Automatic Structure (flat list) The automatic structure is suitable if only sub-meters are used. Selecting this opens a configuration window for the main node. Here, you need to enter e.g. the name of the building to which the meters are assigned. Detected and configured M-Bus devices are then automatically displayed in a flat (non-nested) list under the main node. Note The main node represents a virtual meter. This aggregates data points or values that can be physically added together (e.g. energy in kwh, power in W) in the main node. So the main node can display the overall consumption and costs for all the sub-meters for a building. The logical or electrical installation of the meters is not taken into account in the automatic structure. Use the manual structure when using main meters and sub-meters. Clicking on a node opens the Edit node window so that you can add to its configuration. The system is ready for operation and the analytics functions and dashboard can be used. QA/S 3.xx.1 2CDC512090D

42 3.2.3 User Management In User Management you can add, configure and delete users. You can also assign users different access rights to limit users to the areas they are authorized for. You can add as many users as you wish. Up to 10 users can access the system at any one time No. Heading Description 1 2 Name Displays the name of the user. The software is supplied with the "admin" user, which cannot be deleted or renamed. Displays the user's address. This is required in order to users a "Reset password" link if they forget their password. 3 4 Administrator Action This shows whether the user has admin rights (full access). Used to edit and configure users Opens the configuration dialog Opens the change password dialog 5 Add new Deletes the user from the system Opens a dialog allowing you to add a new user 40 2CDC512090D0201 QA/S 3.xx.1

43 Administrator Full access to device settings. You can add several administrators. Administrators can add users and assign them access rights to parts of the metering structure. When assigning access rights within the metering structure, you need to flag the required nodes so that relevant users can access them. User Restricted device access via the Dashboard and Analytics menus and parts of the metering structure that the Administrator has enabled for the user concerned. QA/S 3.xx.1 2CDC512090D

44 3.2.4 Tariffs and Units The tariff settings are used to configure tariffs. This is necessary in order to calculate and display costs later on. Refer to your latest bill, or your supplier contract, for details of your current tariff. One fee is pre-configured for each medium; the consumption unit costs are set to 0. Further fees can be added No. Heading Description Add new Name Medium Cost per unit CO 2 Factor Action Opens a dialog window where you can add a new tariff. Displays the name of the configured tariff. Displays the medium for the configured tariff. Shows the configured cost of each unit of consumption for the tariff. Shows the configured CO2 conversion factor for the medium and the unit. Conversion factors are provided by e.g. environment agencies and industry associations. Used to edit and configure new tariffs Opens the configuration dialog Deletes the tariff from the system 42 2CDC512090D0201 QA/S 3.xx.1

45 3.2.5 Consumer Groups Consumer groups are used to evaluate costs and consumption by application in the Analytics > Usage menu. For example, you can display electrical energy costs by consumer groups such as lighting, sockets and air conditioning. In order to be able to do this, a separate meter must be installed and you need to assign a consumer group via the Management > Metering Structure menu No. Heading Description Name Medium Action Add new Displays the names of the configured consumer groups. Displays the assigned medium of the consumer group. Used to edit and configure consumer groups Opens the configuration dialog Deletes a consumer group from the system Opens a dialog window where you can add a new consumer group. QA/S 3.xx.1 2CDC512090D

46 3.3 System Basic settings are made in the system settings. The following settings are available: General Settings Language Settings Date and Time Network Settings Update SMTP Configuration SSL Certificate SSH Access Erase data System Log 44 2CDC512090D0201 QA/S 3.xx.1

47 3.3.1 General Device Name For assigning a device name. Currency For setting the currency for cost calculation or display. QA/S 3.xx.1 2CDC512090D

48 3.3.2 Language The following language settings are available: German English French Spanish Italian Dutch Polish Russian 46 2CDC512090D0201 QA/S 3.xx.1

49 3.3.3 Date and Time Automatic or manual date and time setting can be selected. Automatically On Automatically Off Automatically Off/On Options: Off On Off: For manual time setting. Set the desired time in the Date and Time settings field and save the settings. On: The Change server option must be used to change the server. Enter the new address/url of the time server in the Time synchronization server (NTP) field and save the settings. Timezone To set the timezone in which the device is located, select the desired timezone from the menu. Optionally, the device can detect and set the timezone itself. Activate the Timezone detection option for this purpose. The time zone will be set automatically. QA/S 3.xx.1 2CDC512090D

50 3.3.4 Network Automatic or manual addressing can be selected for the network setting. 48 2CDC512090D0201 QA/S 3.xx.1

51 Automatic network configuration (Off/On) This parameter is used for setting the network configuration. The device is supplied with DHCP. Options: Off On Off: The device s network settings must be entered manually. Caution It will no longer be possible to access the device if the entry is wrong. Reset must be performed in this case (see description Reset button). On: Automatic network configuration is activated. The device s network settings are assigned automatically by a DHCP server in the network or by a router with DHCP functionality. If no automatic assignment of the network settings takes place via DHCP, then a standard network setting will be made in the Auto IP range: IP address: Subnet mask: Default gateway: QA/S 3.xx.1 2CDC512090D

52 3.3.5 Update Various options are available for updating the device or the firmware to the latest version. 1. Manual update 2. Automatic update The current version and other device-specific information can be retrieved via the menu item Device information in the main menu. Manual update The update packages are available under the following download link Save the latest firmware version to your PC/laptop. Open the user interface Go to System > Update > Manual Update > Select Update Follow the instructions The device will be rebooted after the update. This may take a few minutes. As soon as the process is complete, you will have to log in again. 50 2CDC512090D0201 QA/S 3.xx.1

53 Automatic update settings The Notifications icon in the menu bar will inform you when a new update becomes available. Click on the notification and follow the instructions. The device will be rebooted after the update. This may take a few minutes. As soon as the process is complete, you will have to log in again. Automatic updates enabled This parameter activates the notification about available updates. Updates server URL For entering an alternative update server. Enter the server address/url in the dialog box and save the settings. QA/S 3.xx.1 2CDC512090D

54 3.3.6 SMTP Configuration These settings configure the SMTP server. This is required so that the device can send messages and notifications (e.g. when the password is reset) via to users or recipients. Configuration can be performed manually or by pre-selecting the service providers. Note The required settings are available from the appropriate provider. 52 2CDC512090D0201 QA/S 3.xx.1

55 3.3.7 SSL Certificate SSL stands for Secure Sockets Layer. Using an SSL certificate will encrypt the data transmitted to the computer when opening a web site, for example. SSL certificates can be used to encrypt data for web pages or s, for example. When you retrieve your s from your provider and the connection is SSL encrypted, for example, no third parties can read the data when your s are being retrieved. Two options are available for handling SSL certificates: 1. Uploading certificates 2. Generate certificate Uploading certificate Generate certificate QA/S 3.xx.1 2CDC512090D

56 3.3.8 SSH Access A secure network connection to the web server can be established using SSH (Secure Shell). This access can then be used for servicing and maintenance purposes. Issue authorization without time limit When this function is activated via the slide control, SSH access is permanently available. SSH access duration (hours) Access can be restricted to a certain number of hours with this parameter. Options: hours 54 2CDC512090D0201 QA/S 3.xx.1

57 3.3.9 Erase data This function allows all saved data and user-specific information to be deleted from the system. This resets the system to its supplied state. The most recently installed system update will be retained. The following data are reset to the factory settings or deleted: Devices or M-Bus devices (meters) All saved meter data Device configurations and configured metering structure Users and associated information (usernames and passwords are reset to the factory default) All system settings SSL certificates (if any) Pressing the Erase user sensitive data button resets the device to its supplied state. Caution This operation cannot be undone. All data will be permanently deleted. QA/S 3.xx.1 2CDC512090D

58 System Log The system log tracks all relevant information regarding connected meters. It will log if a meter was added, configured, disconnected or deleted from the system with a corresponding time stamp. Further the system log can be exported to a file (e.g. xlsx) or filtered according to the calender settings. 56 2CDC512090D0201 QA/S 3.xx.1

59 3.4 Dashboard The dashboard provides a rapid overview of costs and consumers in the building. In the dashboard you can configure user-defined views using widgets. A widget is a graphic display element which is also configurable. Note Data for evaluation and analysis are not yet available after commissioning. This means that the dashboard is empty at that point. Make sure that connected M-Bus devices are configured and that at least one meter is assigned to the metering structure. Example dashboard QA/S 3.xx.1 2CDC512090D

60 3.4.1 Navigation No. Heading Description 1 2 Presets Edit Used to select and display current day, week, month, year, or all. Presets are shown dynamically, depending on the measuring period. Activates operating mode: Add widget Assign widget using drag & drop Enlarge/reduce widget Configure widget Delete widget Save 3 Add widget Used to add and configure a widget. Only shown in Edit mode. 58 2CDC512090D0201 QA/S 3.xx.1

61 3.4.2 Widgets Widgets are used to configure and lay out the dashboard. The following widgets are available: Instantaneous Values Usage Split Historical Data Consumer Ranking Total Values QA/S 3.xx.1 2CDC512090D

62 3.4.3 Add widget To add a widget to the dashboard, activate Edit mode This opens a dialog window containing available widgets. and click the "Add Widget" button. Select the widget you require and make your settings. Save the widget and settings using the "Save" button. The widget will now be displayed on the dashboard. 60 2CDC512090D0201 QA/S 3.xx.1

63 3.4.4 Widget konfigurieren To configure widgets, activate Edit mode with the button Options: Assign widget using drag & drop Enlarge/reduce widget Configure widget (opens a configuration dialog window) Delete widget No. Heading Description Medium Cross-hair Edit Delete Customize This symbol shows the selected medium in the widget This is used to assign widgets to the dashboard via drag & drop Opens a dialog window where you can configure the widget Deletes widgets from the dashboard page Enlarges/reduces the widget via drag & drop QA/S 3.xx.1 2CDC512090D

64 Instantaneous Values widget Displays measured values such as output, current and voltage in real time. The widget configuration options are as follows: Options: Building node Medium Value to display Chart type Building node: Used to select the meter and/or building section depending on the configured metering structure Medium: Options: Used to make a selection from the available utilities Electricity Water Gas Heat Value to display: Used to make a selection from the available data points. The choice of data points depends on the assigned meter and its properties. Chart type: Used to select the required presentation of instantaneous values in the widget. Options: Series chart Gauge Singe value Usage Split widget Used to display the distribution of total cost, rebate or CO2 emissions. The values are displayed according to the selected period (day, month, etc.) and available consumer groups. The widget configuration options are as follows: Options: Building nodet Value to display Building node:used to select the meter and/or building section depending on the configured metering structure Values to display: Used to make a selection from the available values. Options: Cost Income CO2 62 2CDC512090D0201 QA/S 3.xx.1

65 Historical Data widget Used to display historical total cost/consumption data for a selected node or meter, by medium. The values are displayed according to the selected period (day, month, etc.). The widget configuration options are as follows: Options: Building node Value to display Medium Chart type Building node: Used to select the meter and/or building section depending on the configured metering structure. Value to display: Used to select the required data type. Options: Cost Consumption Generation Income CO2 Load profile Medium: Used to make a selection from the available mediums. Multiple selection possible, depending on selected value to display Options: Electricity Heat Gas Water Chart type: Used to select the required presentation of total cost. Options: Line Column Smoothed line Step QA/S 3.xx.1 2CDC512090D

66 Consumer Ranking widget Used to display the highest consumers in an installation, by medium. The widget shows up to 5 consumers. Options: Electricity Water Gas Heat Total Values widget Used to display typical key figures for a medium. This shows the values and how they have changed from the previous period to the current period. The widget configuration options are as follows: Options: Building Node Medium values to display Building Node: Used to select the meter and/or building section depending on the configured metering structure Medium: Used to make a selection from the available utilities Options: Electricity Water Gas Heat Values to display: Used to select the total values you wish to show in the widget. Options: Cost Consumption Generation Income CO2 emission 64 2CDC512090D0201 QA/S 3.xx.1

67 3.5 Analytics The analytics functions are used for detailed examination and representation of costs, consumption figures and other measured values. The following analyses can be performed. Historical data Us age according to consumer groups Instantaneous values Benchmark (period) Benchmark (consumers) QA/S 3.xx.1 2CDC512090D

68 3.5.1 Historical data For analysis and display of historical measured data. Note Measured data for evaluation are not yet available to the system after commissioning. The device s storage period is 5 minutes, so that measured data will be available after 5 minutes at the earliest. The display of historical data also depends on the size of the connected load and the meter s transmission behavior/resolution. The following prerequisites must be met to display measured data: M-Bus devices are configured and ready for operation. Metering structure (see Management > Metering structure) is configured. At the maximum system capacity, historical data can be stored for up to 3 years. 66 2CDC512090D0201 QA/S 3.xx.1

69 QA/S 3.xx.1 2CDC512090D

70 No. Heading Description Metering structure Analysis functions Medium First axis settings Second axis settings Actions Diagram area To navigate and select a consumer or node. The metering structure must first be created under Administration > Metering structure.. Clicking on the metering structure. Menu for selecting the desired analysis function. icon shows or hides the Displays the medium available in the system. Depending on the connected M-Bus devices, the medium electricity, water, gas and heat are displayed here. The M-Bus devices must be assigned to a metering structure for this purpose. If M-Bus devices have been assigned to consumer groups (e.g. lighting, electrical sockets, air conditioning, etc.), they can be recalled via the submenu. To select the desired unit (e.g. costs, consumption, load profile, etc.) and to display in a diagram (e.g. bar diagram, line diagram, load profile, etc.). To select the desired unit (e.g. costs, consumption, etc.) and to display in a diagram (e.g. bar diagram, line diagram, etc.). To select further data processing options (e.g. save diagram as image, export to.xlsx, csv, save view as favorite, print view). To display the data graphically. Zoom function by clicking and dragging or by clicking on a value in the diagram Slide control Calendar function Presets To limit and shift the desired time range. To input the desired time range (from/to). To select and display current day, week, month, year, all. Presets are shown dynamically, depending on the measuring period: Day: always visible Week: after 2 days Month: after 7 days Year: after 6 months All: always visible Note The values (e.g. costs, consumption) for the left and right y-axes are displayed based on the set period (via slide control, calendar function or presets). The y-axis is scaled automatically according to the measured value or the unit (Wh, kwh, MWh, etc.). 68 2CDC512090D0201 QA/S 3.xx.1

71 3.5.2 Usage Split To analyze and display costs and consumption, etc., per medium or consumer group No. Heading Description 1 Metering structure To navigate and select a consumer or node. Clicking on the icon shows or hides the metering structure Analysis functions Medium Data Type Actions Diagram area Slide control Calendar function Presets Menu for selecting the desired analysis function. Displays the medium available in the system. Depending on the connected M-Bus devices, the medium electricity, water, gas and heat are displayed here. The M-Bus devices must be assigned to a metering structure for this purpose. If M-Bus devices have been assigned to consumer groups (e.g. lighting, electrical sockets, air conditioning, etc.), they can be recalled via the submenu. Used to select the required data type (e.g. Costs, Consumption, etc.) To select further data processing options (e.g. save diagram as image, export to.xlsx, csv, save view as favorite, print view). To display the data graphically. Clicking on the respective consumer group will highlight it. To limit and shift the desired time interval. To input the desired time interval (from/to). To select and display current day, week, month, year, all. Presets are shown dynamically, depending on the measuring period. QA/S 3.xx.1 2CDC512090D

72 Note The displayed costs and relative values refer to the selected period. When the data type Costs is selected, several media can be selected at the same time if they are available in the system. 70 2CDC512090D0201 QA/S 3.xx.1

73 3.5.3 Instantaneous values This function displays the instantaneous value of a single data point in real time. The value is displayed in a serial diagram. The desired measuring point or meter must first be selected in the metering structure. Depending on the meter s scope of functions, various data points are available for display No. Heading Description 1 Metering structure To navigate and select a consumer or node. Clicking on the icon shows or hides the metering structure Analysis functions Medium Edit Diagram area Menu for selecting the desired analysis function. Displays the medium available in the system. Depending on the connected M-Bus devices, the medium electricity, water, gas and heat are displayed here. Opens the dialog for selecting and adding data points to the table for subsequent observation. To graphically display the selected data point in a serial diagram. 6 7 Table The meter s data points are listed in the table depending on the function scope and the selection of available data points of the meter. Display Clicking on the icon displays data point in the real-time diagram. QA/S 3.xx.1 2CDC512090D

74 Note Values in the diagram are updated depending on: baud rate of the M-Bus devices number of M-Bus devices in the system data resolution and transmission behavior of the M-Bus device The minimum update time is 5 seconds. 72 2CDC512090D0201 QA/S 3.xx.1

75 3.5.4 Benchmark-Period To compare a consumer or node referred to two intervals (e.g. current month, previous month) No. Heading Description 1 Metering structure To navigate and select a consumer or node. Clicking on the icon shows or hides the metering structure Analysis functions Medium Data Type Actions Diagram area Slide control Calendar function Presets Menu for selecting the desired analysis function. Displays the medium available in the system. Depending on the connected M-Bus devices, the medium electricity, water, gas and heat are displayed here. The M-Bus devices must be assigned to a metering structure for this purpose. If M-Bus devices have been assigned to consumer groups (e.g. lighting, electrical sockets, air conditioning, etc.), they can be recalled via the submenu. Used to select the required data type (e.g. Costs, Consumption, etc.) To select further data processing options (e.g. save diagram as image, export to.xlsx, csv, save view as favorite, print view). To display the data graphically. Zoom function by clicking and dragging or by clicking on a value in the diagram. To limit and shift the desired time intervals. To input the desired time intervals (from/to). To select and display current day, week, month, year, all. Presets are shown dynamically, depending on the measuring period. QA/S 3.xx.1 2CDC512090D

76 3.5.5 Benchmark-Consumer To compare up to five consumers or nodes referred to an interval No. Heading Description 1 Metering structure To navigate and to select up to five consumers or nodes. Clicking on the icon shows or hides the metering structure Analysis functions Medium Data Type Actions Diagram area Slide control Calendar function Presets Menu for selecting the desired analysis function. Displays the medium available in the system. Depending on the connected M-Bus devices, the medium electricity, water, gas and heat are displayed here. The M-Bus devices must be assigned to a metering structure for this purpose. If M-Bus devices have been assigned to consumer groups (e.g. lighting, electrical sockets, air conditioning, etc.), they can be recalled via the submenu. Used to select the required data type (e.g. Costs, Consumption, etc.) To select further data processing options (e.g. save diagram as image, export to.xlsx, csv, save view as favorite, print view). To display the data graphically. Zoom function by clicking and dragging or by clicking on a value in the diagram. To limit and shift the desired time intervals. To input the desired time intervals (from/to). To select and display current day, week, month, year, all. Presets are shown dynamically, depending on the measuring period. 74 2CDC512090D0201 QA/S 3.xx.1