UG-1065 MCap II / ecap II. User s Guide

Transcription

1 MCap II / ecap II User s Guide July 2009

2 Copyright 2009 by QEI Inc. UG-1065 e/mcap II User Guide ALL RIGHTS RESERVED NOTICE The information in this document has been carefully checked and is believed to be accurate. However, no responsibility is assumed or implied for inaccuracies. Further more, QEI, INC., reserves the right to make changes to any products herein described to improve reliability, function or design. QEI, Inc. does not assume liability arising from the application or use of any product or circuit described herein; neither does it convey any license under its patent rights nor the rights of others. This manual and all data contained herein, constitute proprietary information of QEI, Inc. It shall not be reproduced, copied or disclosed to others, or used as the basis for manufacture without written consent of QEI, Inc. QEI Inc. 60 Fadem Road Springfield, NJ Phone: (973) Fax: (973) Web Site:

3 Revisions Revision Description Date A Initial Release March 2009 B Updated e-cap Profile, added Modbus July 2009 Copyright 2009 QEI, Inc. Revisions i

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5 Contents 1. Introduction What this Manual Covers Overview Model Differences Definitions Specifications Size Optional Temperature Sensor Range Line Current Sensor Input Capacitor Switch Relays Supply Voltage Line Frequency RMS Value Measurement Power Consumption Historical Data Storage Environment Enclosure Switching Strategies Optional Neutral Detection Maintenance Port SCADA Comm Port / Radio Power (ecap II) Mounting Configurations Installation Making Connections Grounding Wire System Installation Wire System Installation Current Measurements Current Sensor Placement Meter Socket Mounting Pole Mounting Terminal Strip Mounting Environmental Considerations Controls and Indicators Front Panel Layout LCD Display Screen MODIFY/SELECT Switches SELECT Switches (MENU/ITEM, RIGHT/LEFT) MODIFY Switches (X10 / 10 and UP/DOWN) AUTO/MANUAL Switch OPEN/CLOSE Switch YELLOW LED (Remote/Auto/Manual/Lockout) Indicator Red LED (Close) Indicator Copyright 2009 QEI, Inc. Contents i

6 UG Green LED (Open) Indicator USB Connector Fuses Test Points: Voltage, Current, Neutral TX and RX LEDs (ecap II Models) Clock MANUAL, AUTO, and Remote Modes MANUAL Mode AUTO Mode REMOTE Mode (ecap II Models) Programming Programming a STD Model Programming an EXT Model Switching Strategies Strategy Types Overrides Voltage Override DeltaV and Learn Mode Emergency Voltage Override DOW (Day-of-Week) Override Holiday Override Anti-Hunt Max Daily Ops Neutral Current, Neutral Voltage Override Final Lockout Open Neutral Voltage Reverse Power Minimum Current Hardware Configuration Voltage Constants Switching Delta Voltage Current Sensing Switching Error Check Accumulation Scale Factors Power Direction Timing Parameters Transient Delays Cap Discharge Delay Walk Away Time Switch Drive Time Random Startup Delay LCD Display Menu Organization Main Menu 01> thru 11> : Live Values Main Menu 12> General: General Configuration Main Menu 13> Strategies: When to Switch Main Menus 14> thru 21> : Overrides Main Menus 22> thru 27> : Hardware Config ii Contents Copyright 2009 QEI, Inc.

7 10.6. Main Menus 28> thru 31> : Timing Params Main Menu 32> thru 35> : Unit ID, Date/Time, SCADA SCADA (ecap II Models) SCADA Protocol SCADA Address SCADA Comm. Port Baud Rate RTS Delay Time RTS Hold Time CTS Enable DCD Enable Remote-Auto Timeout SCADA Voltage Override SCADA Monitor (ecap EXT Models) SCADA Point Filtering SCADA Voltage Override SCADA Radio Installation DNP3 Device Profile w/point List QUICS IV ecap2 Protocol Profile Document Modbus ecap2 Protocol Profile Document SmartWare II Switching Strategies Seasonal Overrides Global Overrides Basic Operation Data Entry Data Restore Voltage Limits Creating a Controller Configuration SmartView Display Historical Data Trend Parameters Event Log Trend Table Smart Trend Maintenance Calibration Setting Time and Date Reset Flashload Limited (LTD) Version SmartWare II Quick Reference Ordering Information Copyright 2009 QEI, Inc. Contents iii

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9 1. Introduction 1.1. What this Manual Covers This manual covers the QEI MCAP II and ecap II Capacitor Bank Control. It is subject to change depending on the firmware version installed. A later user guide may be available on the QEI website at Please consult QEI customer service ( or customerservice@qeiinc.com). The firmware version can be determined as follows: Extended Models: it appears on the LCD display, when the controller s AUTO/MANUAL switch is set from AUTO to MANUAL. Standard Models (no display): the firmware version is read and displayed by the SmartWare software Overview The QEI, Inc. MCAP II and ecap II capacitor bank controls are designed to automatically switch a capacitor bank on-line (CLOSED) or trip the bank off-line (OPEN), depending on conditions. Bank switching can be accomplished based on Voltage, kvar, kw, Current, PF (Power Factor), Time, Date, Season, Day-of-Week, Holiday, or Temperature (option). In the control, switching is accomplished by comparing the monitored and calculated values against a user configured set of limits, called the Switching Strategy. Note: current based measurements and switching operations require a Line Post Sensor or CT (neither is provided). Historical measurement data is stored in non-volatile (Flash) memory. Up to 196 days of data (e.g., voltage, kvar, temperature, etc.) at 15 minute sampling intervals may be stored. Other faster sampling intervals are available. A separate operations log is provided, with a time tagged history of bank operations and other events. Enough information is saved so that a complete operating history is available Model Differences MCAP II models are designed for stand-alone local automatic applications. They are housed in an 8 high x 8 wide x 4 deep enclosure. ecap II models are designed for both stand-alone local automatic and remote monitored (SCADA-type) applications. These models can support remote communications via data radios, etc. They are housed in a 12 high x 10 wide x 6 deep enclosure, which facilitates mounting of communications equipment by the end user. Support for various communications protocols (such as DNP3.0 or QUICS) is provided. The ecap II also includes a +12Vdc 2.5A power supply and RS-232 serial port (special DB9 and DB25 cables included) for radio support, and front panel TX/RX LEDs to indicate radio communications activity. Extended (EXT) models have a two line LCD Display and four extra toggle switches for changing configuration and viewing measurements without a laptop. Copyright 2009 QEI, Inc. Introduction 1

10 UG-1065 This may be useful when working at the utility pole, or in situations where it may not be desirable to carry a laptop. The Extended models can also be configured via a USB link to a typical laptop computer (or other PC), running QEI s SmartWare II software. SmartWare II can be used to save configuration information for later use, such as when it is desired to quickly program many controls. The software is also used to retrieve and examine historical data stored by the controls. Data from multiple controls can be saved and viewed. Standard (STD) models are identical in basic functionality, except they lack the LCD display and extra toggle switches, and therefore require a laptop and the Smartware II software exclusively for configuration and viewing of measurements. Extended Limited (EXT LTD) and Standard Limited (STD LTD) models are also available. These simpler models switch the cap bank based on Voltage, Time, and Temperature only (individually or in combination). All Models All models include an AUTO/MANUAL switch, and an OPEN/CLOSE switch (for use with MANUAL mode). There are also three front panel test jacks provided (Voltage, Current, Neutral) which can be used to measure the actual line voltage and line post current sensor output, using an RMS voltmeter. Two front panel mounted fuse holders are provided: one for the microprocessor board (LOGIC) and the other for the output relays (LOAD). A panel mounted USB (type B ) connector allows all models to be connected to a Windows (XP / Vista) compatible computer (using a standard A-B type USB cable) for configuration. QEI s SmartWare II software, installed on the computer, is used for editing and saving all of the configuration settings, as well as for historical data retrieval, and viewing measurements. Internal timers and logic in the control provide safety for users and equipment. For example, some internal timers allow the user to initiate local bank operations and leave the vicinity of the control before the switching operation occurs. Other internal timers prevent excessive bank operations in automatic mode, which may be caused by rapidly changing loads, influence by adjacent cap banks, incorrect settings, etc. Major feature differences between models are shown in the following table: 2 Introduction Copyright 2009 QEI, Inc.

11 DIFFERENCES BETWEEN MODELS FEATURES MCAP II STD MCAP II EXT MCAP II STD LTD MCAP II EXT LTD ecap II STD ecap II EXT ecap II STD LTD ecap II EXT LTD Two Line LCD Display X X X X Four Configuration Switches X X X X Last Op Open/Close LEDs X X X X X X X X Auto/Remote/Manual LED X X X X X X X X Auto/Manual Switch X X X X X X X X Manual Close/Open Switch X X X X X X X X USB Maintenance Port X X X X X X X X Curr, Volt, Neut. Test Jacks X X X X X X X X Optional Temperature Sensor X X X X X X X X CT or LPS Curr Input Option X X X X X X X X Neutral Curr/Volt Detection X X X X SCADA / Radio Support X X X X Front Panel TX/RX Leds X X X X Mtg. Option: Meter Base X X X X X X X X Mtg. Option: 7-Pin Circ Conn X X X X X X X X Mtg. Option: Terminal Strip X X X X X X X X Switching Strategies: Time X X X X X X X X No. of Daily Time Periods Unscheduled Times Temp (Opt Sensor req d) X X X X X X X X Voltage X X X X X X X X kvar X X X X kw X X X X Current X X X X PF X X X X Bank Always Open X X X X X X X X Bank Always Closed X X X X X X X X No Operation X X X X X X X X Seasons X X X X Reverse Power X X X X Holidays X X X X Copyright 2009 QEI, Inc. Introduction 3

12 UG-1065 FEATURES (CONTD.) MCAP II STD MCAP II EXT MCAP II STD LTD MCAP II EXT LTD ecap II STD ecap II EXT ecap II STD LTD ecap II EXT LTD Measurements/Calcs: Voltage X X X X X X X X Current X X X X X X X X kvar X X X X X X X X kw X X X X X X X X kva X X X X X X X X Voltage (Cor) X X X X X X X X PF X X X X X X X X Phase Deg. X X X X X X X X Temperature X X X X X X X X Neutral Curr/Voltage X X X X 4 Introduction Copyright 2009 QEI, Inc.

13 1.4. Definitions Below is a list of special terms that are used throughout this user s guide: MCAP II, ecap II, e/mcap II Cap Bank Controller, Controller, Control, Unit. All these terms are interchangeable for the QEI MCAP II and ecap II controls. EXT. Short for Extended models. These models have a two-line LCD display, and four extra front panel switches. Together, the display and switches allow for configuration changes and display of measurements in the field without need for a laptop. STD. Short for Standard models. These models lack the LCD Display and four extra switches for configuration changes and display of measurements. STD models require SmartWare II for configuration and display of measurements. Main Menus, Main Menu Options, Main Menu Selections, Menus. These terms refer to the top level displays associated with configuring or reading data from the control. There are 34 main menu options. Press the MENU switch as many times as necessary to reach the numbered displays (any display numbered 01> thru 34> ). These are the Main Menu options. Then use the LEFT and RIGHT switches to move from one Main Menu Selection to the next. Sub-Menus. These are displays, which are available underneath each Main Menu Selection. Each of the sub-menus contains information related to the specific Main Menu Selection. Sub-menus may contain configuration settings, or may display measured values. From any Main Menu Selection, use the ITEM switch as many times as necessary to navigate down to the desired sub-menu. There may be several sub-menus for each Main Menu selection. The symbol >> on a sub-menu indicates that there is yet another sub-menu selection available underneath the present one. To navigate back to the Main Menus from any sub-menu, press the MENU switch as many times as needed. Switching Strategy. This is the set of switching conditions that can be programmed into the controller to determine when switching of the cap bank should occur. SmartWare II. This is a PC-based program that is used to configure the controls and view measurements, calculations, etc. LPCS, LPS, Line Post Current Sensor, Line Post Sensor. These terms refer to the Current-to-Voltage sensor used to measure the Primary Phase Current when kvar, kw, Curr, PF readings/switching are desired (see ordering information). CT, Phase Current CT. These terms refer to the Phase Current Transformer used to measure the Primary Phase Current when kvar, kw, Curr, PF readings/switching are desired (see ordering information). Copyright 2009 QEI, Inc. Introduction 5

14 UG-1065 Neutral CT. Refers a current transformer used for neutral current detection in a 4-wire Wye system. Neutral PT. Refers to a voltage transformer used for neutral voltage detection in a 3-Wire Delta system. 6 Introduction Copyright 2009 QEI, Inc.

15 1.5. Specifications Size MCAP II: 8 High x 8 Wide x 4 Deep ecap II: 12 High x 10 Wide x 6 Deep Optional Temperature Sensor Range 0 Deg. F to 140 Deg. F (-15 Deg. C to 60 Deg. C) Line Current Sensor Input Line Post Sensor Models: Max Input = 25 Vrms. Current Transformer (CT) Models: Max input = 5 Amps. Note: Connecting a CT to a Line Post Sensor Model may cause damage to the controller Capacitor Switch Relays Electro-mechanical relays rated at 20 amps continuous duty at 240 VAC Supply Voltage 120 VAC or 240 VAC. The supply voltage is also used to sense the line voltage Line Frequency 50 Hz or 60 Hz RMS Value Measurement True RMS values are calculated through rapid and simultaneous voltage and current sampling Power Consumption 6-8 VA Historical Data Storage The average of all electrical parameters is saved on a 2-minute interval (26 days), 5-minute interval (65 days), or 15-minute interval (196 days) Environment -40 Deg. F to 149 Deg. F (-40 Deg. C to 65 Deg. C) Temperature; 95% Humidity (non-condensing) Copyright 2009 QEI, Inc. Introduction 7

16 UG Enclosure NEMA 4X rated, weatherproof outdoor type Switching Strategies Capacitor bank can be switched on Voltage, current, kvar, Watts, PF, temperature, time/date, holidays, day-of-week Optional Neutral Detection Neutral detection is available on certain models. See ordering information for further details. Neutral Current: from CT. Max control input = 5 Amps. Maximum measureable Neutral Current determined by CT ratio (XXX:5A). Neutral Voltage: from PT. Max control input = 150VAC. Maximum neutral voltage dependent upon PT ratio Maintenance Port Front Panel USB port SCADA Comm Port / Radio Power (ecap II) Isolated RS232 Port w/ support for handshaking. Baud rate: programmable from 1200 to kbps (default = 9600) Protocols: DNP3.0, QUICS. +12Vdc@2.5A power supply. Special DB9 and DB25 cables included Mounting Configurations Meter Socket or Surface Mount. 8 Introduction Copyright 2009 QEI, Inc.

17 2. Installation 2.1. Making Connections The diagram below shows how to connect the capacitor control to the capacitor bank switches, the 120VAC transformer and the line post current sensor. The 120VAC transformer furnishes the power to the capacitor control and also serves as the voltage sensor for the control. C = Close, O = Open, N = Neutral, L = Line, G = Green, W = White, B = Black, CSH = Phase Current Sensor High Signal, NSH = Neutral Current Sensor High Signal. Connect the low side of the sensor signals to Neutral in the junction box. Note: sensor wiring colors may differ from that shown below. Always consult the sensor manufacturer s installation guides for further information. In any event, the sensors high side should be wired to the B connections shown below. Copyright 2009 QEI, Inc. Installation 9

18 UG Grounding Proper grounding is critical when wiring a QEI capacitor control. The neutral of all elements (the capacitor switches, the 120VAC transformer, and the Line Post Sensor) should be connected to a common point in a junction box on the pole near the top of the pole. A separate ground wire should run down the pole to a ground rod driven into the soil at the base of the pole. The earth ground must not be connected at or through the capacitor control. The diagram on the next page illustrates the correct method of connecting the capacitor control and grounding. See previous section 2.1, as well as the 4-wire and 3-wire installation pictorials on the following pages for the correct method of connecting the capacitor control and grounding up in the junction box. 10 Installation Copyright 2009 QEI, Inc.

19 Wire System Installation The installation block diagram for a 4-Wire system is shown below. Please note the following installation guidelines for proper installation of the MCAP II capacitor control units on a 4-Wire system. The placement of the LPS (Line Post Sensor) must be located in between the Source and Capacitor Bank for proper electrical VAR sensing. All components must be star grounded at the Neutral Support Point shown in the 4-Wire System Installation Pictorial Diagram below. Voltage and Current signals should come from the same phase on a 4-Wire System in order for the cap control to indicate correct electrical value readings. If this is an inconvenience, please consult the factory for recommendations. 4-Wire System Block Diagram Copyright 2009 QEI, Inc. Installation 11

20 UG Wire Installation Pictorial 12 Installation Copyright 2009 QEI, Inc.

21 Wire System Installation The installation block diagram for a 3-Wire system is shown below. Please note the following installation guidelines for the e/mcap II capacitor control units on a 3-Wire system : The placement of the LPCS (Line Post Current Sensor) should be located in between the Source and Capacitor Bank for proper electrical VAR sensing. It is recommended that the customer place the LPCS on the untapped phase. This LPCS setup allows the customer to use a known phase shift (90 o ) of the current and voltage signals without knowledge of the rotation of the system. The customer may use either of the tapped phases if the rotation of the system is known. This will only apply to customers using current sensors. For example, if supply voltage on the control were applied from A Phase and B Phase, the customer would place the LPCS on the C Phase. 3-Wire System Block Diagram Copyright 2009 QEI, Inc. Installation 13

22 UG Wire Installation Pictorial 14 Installation Copyright 2009 QEI, Inc.

23 2.5. Current Measurements Phase current measurements are made using either a LPS (Line Post Sensor) or a CT (Current Transformer). The line post sensor converts the measured primary phase current to a low level secondary voltage signal. The usual ratio is 60 Amps input = 1 Volt output. The CT converts the primary phase current to a lower level secondary current. The usual secondary is 5 Amps. The primary to secondary ratio is chosen by the user, for example, 150:5 Amps, 200:5 Amps, 300:5 Amps, etc. Different MCap II and ecap II models are available for either a line post sensor input, or a CT input. Line Post Sensor Models: QEI recommends a Lindsey Multicore Line Post Sensor for use with the QEI MCap II and ecap II controls. The controls will also accommodate Lindsey TrueCT Line Post Sensor or Fisher-Pierce Series 1301 and 1701 Line Post Sensors. Other types can be accommodated as necessary. Please contact the factory. Line Post Sensors will have an input/output ratio of 60 amps/1 volt. Line Post Sensor models can accommodate up to 24Vrms on the phase current (CSH) measurement input. This would allow up to 1440 Amps (60 x 24) of primary phase current to be measured. CT Models: CT models can accommodate up to 5 Amps on the phase current (CSH) measurement input. NOTE: Please indicate whether the desired model should have a CT input (0-5 Amps) or a current-to-voltage type LPS input (0-24VAC) when ordering. It is absolutely necessary that the customer indicate which one will be used. Using the wrong type of sensor for the specific model of control may cause damage to the unit. WARNING: Do not connect a CT to a unit labeled with a LPS (Line Post Sensor) Sticker. Also, a Line Post Sensor cannot be connected to a unit with a CT sticker. Failure to follow the unit s markings may also result in unit damage. WARNING: Current Transformers can have very high voltages present on the unterminated secondary. CT secondaries should be shorted prior to disconnection from any system. When disconnecting CT s, make certain that your company s shorting procedures are followed prior to disconnection. Failure to follow this may result in damage to the unit and/or personal injury or death. Copyright 2009 QEI, Inc. Installation 15

24 UG Current Sensor Placement It is very important to pay attention to the placement of the LPS or CT in the cap bank system. Incorrect placement of the sensor can result in inaccurate kvar readings. The sensor must be located in between the source and the cap bank. The cap bank must be located before the loads. Also, in a 4-wire Wye system, the current sensor must be placed on the same phase as the service transformer feeding the cap control. In a 3-wire Delta system, the sensor should be placed on the untapped phase (for example, if the service transformer primary is across A-B, place the current sensor on phase C, and subtract 90 degrees from the phase shift Meter Socket Mounting Meter Socket mounted units are available in 9 socket configurations as shown in the figure below. Inspect the capacitor control unit and verify that the unit matches the available socket. Configurations shown below are as viewed looking into the meter socket on the pole. Consult ordering information and the sticker on the inside of the unit cover. Note that options A, C, D, E, and F do not support neutral current/voltage detection. CSH = Phase Current Sensor High, CSL = Phase Current Sensor Low, NSH = Neutral Detection Sensor High, NSL = Neutral Detection Sensor Low. 16 Installation Copyright 2009 QEI, Inc.

25 Units should be secured in place with a locking collar to prevent the capacitor control from being removed from its socket by unauthorized personnel. Note: Meter bases A,C,D,E and F do not support neutral imbalance detection Pole Mounting Pole mount units are fastened to a flat surface using four corner bolts or to a pole using a standard mounting plate. These units are shipped with an optional cable terminated at one or both ends with seven pin circular AMPHENOL connectors. For cables terminated at one end, the other end of the cable is 5 un-terminated wires. The functions and color code of each pin is listed below: Copyright 2009 QEI, Inc. Installation 17

26 UG-1065 F A E G B D C Circular Style Connector Pin-Out for Pole-Mounting (as viewed from outside of enclosure) A Line Black B Open Green C Close Red D Not Used E NSH Blue F CSH Orange G Neut, CSL, NSL White CSH = Phase Current Sensor High CSL = Phase Current Sensor Low NSH = Neutral Detection Sensor High NSL = Neutral Detection Sensor Low 2.9. Terminal Strip Mounting A barrier-type.375 spacing terminal strip is provided, with #5-40 x 3/16" L screws which will accommodate fork or ring-type wire crimp lugs. Drilling an access hole at the bottom of the enclosure, and bringing wiring in through the hole makes attachment. A cord-grip connector (not supplied) is typically used to provide a strain relief and watertight connection for wiring entering at the bottom of the enclosure. 18 Installation Copyright 2009 QEI, Inc.

27 CSH = Phase Current Sensor High, CSL = Phase Current Sensor Low, NSH = Neutral Detection Sensor High, NSL = Neutral Detection Sensor Low Environmental Considerations To maintain the weatherproof characteristics of the controller enclosure, it is important that the controller is properly oriented, with the connectors on the bottom edge of the controller (if any) facing down toward the ground, such as can be seen from the front panel layout illustrations in the next section of this guide. Copyright 2009 QEI, Inc. Installation 19

28 S S F F UG Controls and Indicators 3.1. Front Panel Layout E F U S E U F MCap II E F U S E U F E E S U S U MCAP II Extended model shown for reference. Other models may differ. 20 Controls and Indicators Copyright 2009 QEI, Inc.

29 3.1. LCD Display Screen A 2 line by 16 character LCD Display shows all live (measured and calculated) values, as well as configuration settings. All settings can be changed via the front panel toggle switches, and the Display. A small hole near the upper left corner of the display allows for insertion of a small flat blade pot adjustment tool (or screwdriver) for display contrast adjustment. When the AUTO/MANUAL switch is set to AUTO, the display will continuously scroll the measured Voltage, Current, kw, kvar, PF, Neutral Current Status, and Switching Mode (model dependent) MODIFY/SELECT Switches There are four toggle switches on the MiniCap front panel, located directly underneath the LCD display. These switches are used for viewing measured or calculated values, as well as changing configuration settings. Each switch is momentary, either up or down, with a center resting position: SELECT Switches (MENU/ITEM, RIGHT/LEFT) Use the MENU switch to go to the Main Menu selections. Main Menu selections contain the major functions of the control. These Menus are organized on displays numbered 01> through 34> for easy reference. Once you have arrived at the Main Menu selections, use the RIGHT/LEFT switches to reach the desired Main Menu Screen. Once the desired Main Menu Screen is reached, use the ITEM switch to navigate to the desired sub-menu. The SELECT switches are active whether the Control is in AUTO or MANUAL mode. In AUTO mode, toggling any of these switches will interrupt the scrolling display. The switches can then be used to view any Main Menu selection or submenu selection. However, changes to configuration settings are not allowed when the Control is in AUTO mode. The message *Only In Manual* will appear on the display. Copyright 2009 QEI, Inc. Controls and Indicators 21

30 UG-1065 When in AUTO mode, the display will return to scrolling values 10 seconds after the last switch is toggled. Toggle the MENU switch to return to the last accessed menu. When in MANUAL mode, all configuration settings may be viewed and/or changed, using the SELECT switches MODIFY Switches (X10 / 10 and UP/DOWN) The MODIFY switches are used together with the RIGHT/LEFT switches to change the configuration settings in the controller. Use the MENU/ITEM switches to navigate to the desired sub-menu. Once you are there, use the RIGHT/LEFT switches to go to the desired configuration setting, if more than one exists. For settings that require a numeric value (such as a voltage limit setting, etc.) the UP/DOWN switches are then used to raise or lower the number. Some settings consist of several fixed selections (for example, current sensor type, etc.), and in these cases the UP/DOWN switches are used to step through the various selections. For fields that require numeric values, the 10 / X10 switches move the cursor to the desired digit in a numeric field. Use the X10 switch to move the cursor left one digit (for example, from the ones digit to the tens digit.) Use the 10 switch to move the cursor right one digit (for example, from the tens digit to the ones digit.) To change a voltage setting of Volts to Volts: You can use one of several methods to do this, whichever is easier: Toggle and release the UP switch as necessary to increase the value from to Volts. The UP switch will increase the voltage setting by.1 volt each time it is pressed. Or... Use the 10 and X10 switches to move the cursor to the ones digit and toggle the UP switch once to change the setting from to Volts AUTO/MANUAL Switch The AUTO/MANUAL is a 2-position toggle switch. When this switch is set to AUTO, the control will use its internal logic (Switching Strategy, etc.) to decide when to open or close the capacitor bank, or will receive remote commands via radio (depending on model.) 22 Controls and Indicators Copyright 2009 QEI, Inc.

31 When the switch is set to MANUAL, the control will not use its internal logic to open or close the cap bank, but will respond only to the manual operation of the OPEN/CLOSE switch. Remote radio commands are also ignored. The AUTO/MANUAL switch must be set to MANUAL before making any configuration changes via the front panel switches. If not set to MANUAL, the control will ignore any attempts to change configuration settings from the front panel, and display the message: *Only In Manual* OPEN/CLOSE Switch The controller s AUTO/MANUAL switch must be set to MANUAL to use this switch. If the control has closed the bank (Red LED on), toggling this switch to OPEN will command the control to execute an OPEN command 10 seconds. The green LED will begin to flash to indicate the pending operation, and the LCD display (if equipped) will count down the seconds until the OPEN operation occurs. The LED begins blinking rapidly when the control is within 10 seconds of executing the command. If the control has opened the bank, (Green LED on), toggling this switch to the CLOSE position will command the control to execute a CLOSE command in 45 seconds (subject to the cap discharge timer, this time may actually be up to 600 seconds). The red LED will begin to flash to indicate the pending operation, and the LCD display (if equipped) will count down the seconds until the CLOSE operation occurs. The LED begins blinking rapidly when the control is within 10 seconds of executing the command YELLOW LED (Remote/Auto/Manual/Lockout) Indicator When the AUTO/MANUAL switch is set to MANUAL, the Yellow LED is off. When the AUTO/MANUAL switch is set from MANUAL to AUTO, the Yellow LED blinks twice, and then turns on, to indicate that it has entered AUTO mode. While in AUTO mode, the LED may begin to flash for the following reasons: 1) Three Fast Flashes, then a pause: Neutral Lockout Mode Neutral Current Lockout (this indication can appear only if Neutral Current is enabled, and optional neutral current sensor is connected) 2) Two Fast Flashes, then a pause: Remote (SCADA) Mode Control has been set to Remote mode via radio command (ecap models only). 3) Slow Flash (1-second rate, on and off): Anti-Hunt Lockout / Max Ops Lockout due to excessive switching of the cap bank bank (Anti-Hunt). 4) On Continuously: AUTO Mode 5) Off Continuously: MANUAL Mode Copyright 2009 QEI, Inc. Controls and Indicators 23

32 UG-1065 The lockout modes above can be cleared by toggling the AUTO/MANUAL from AUTO to MANUAL, then back to AUTO. The cause of the lockout should be investigated before leaving the job site Red LED (Close) Indicator The red (CLOSE) LED is on if the last cap bank command performed was a CLOSE operation. When a CLOSE operation is pending, the red LED will flash to indicate the pending operation. The LCD display (if equipped) will count down the remaining time until the CLOSE operation occurs Green LED (Open) Indicator The green (OPEN) LED is on if the last cap bank command performed was an OPEN operation. When an OPEN operation is pending, the green LED will flash to indicate the pending operation. The LCD display (if equipped) will count down the remaining time until the OPEN operation occurs USB Connector The front panel USB type B connector allows the control to be connected to a laptop PC (Windows, XP or later) using any standard type A-B USB cable. Special QEI SmartWare II interface software allows a convenient means of programming configuration settings into the control. The software also has facility for editing and saving configuration files, and for retrieving and graphing historical data from the control Fuses There are two front panel fuses associated with the capacitor controls: The LOAD fuse protects the cap bank switches. It is a 10 Amp Slo-Blo type 1-1/4 inch 250VAC ceramic body cylinder fuse (QEI No , Littelfuse ). The LOGIC fuse protects the control microprocessor board. It is a ¼ Amp Slo-Blo type fuse (QEI No , Littlefuse ). If the control is not operating properly, one of the first steps would be to verify that either of these fuses is not blown Test Points: Voltage, Current, Neutral Three test points on the front panel allow for convenient testing of the AC line voltage (Voltage-Neutral test points), and LPS current sensor output voltage (Current- Neutral test points). 24 Controls and Indicators Copyright 2009 QEI, Inc.

33 3.11. TX and RX LEDs (ecap II Models) Two red LEDs indicate communications activity on the ecap RS-232 SCADA port. The RX LED flashes on incoming data from a radio to the port. The TX LED flashes when the ecap sends data from the port to the radio Clock The capacitor controls have an internal clock for time keeping when switching is based on Date, Time, or DOW (day of the week). Another function of the clock is as a reference to keep track of trending (historical) data. The internal clock will adjust for Daylight Savings time. An hour s worth of historical data is overwritten during the DST fallback hour. The clock uses a SuperCap for back-up power, and thus does not require a battery to maintain the correct time and date during power failures of up to several weeks at a time. 4. MANUAL, AUTO, and Remote Modes The QEI cap bank controls can function in one of three modes: MANUAL, AUTO, or REMOTE: 4.1. MANUAL Mode In MANUAL mode, the controller functions basically as a dumb-switch. The operator toggles a CLOSE/OPEN switch to switch the cap bank open (off-line) or closed (on-line) as required. Some safety timers provide delays for capacitor discharge time, and to allow the operator to move away from the bank before the operation occurs. Set the AUTO/MANUAL front panel toggle switch to MANUAL. When set to MANUAL mode, the CLOSE/OPEN switch may then be used to manually set the cap bank switches to either the open or closed position. While in MANUAL mode, the control is NOT using its internal logic (Switching Strategy) to automatically open or close the bank. All open/close operations must be done using the manual OPEN/CLOSE toggle switch. Switching actions initiated by the user under MANUAL mode are governed by the following set of inherent safety features: 5-Minute Cap Discharge Delay Timer. At power up, and after any OPEN operation, a timer prevents the capacitor from closing until five minutes after the last OPEN operation. This feature cannot be disabled. The timer is settable to five minutes (IEEE, US standard) or ten minutes (International standard). Copyright 2009 QEI, Inc. MANUAL, AUTO, and Remote Modes 25

34 UG-1065 Walk Away Timers. This timer allows the user to move away from the cap bank after initiating a manual open or close operation. Two separately programmable timers are available one for OPEN operations and one for CLOSE operations. Using Manual Mode: This section describes the operation of the capacitor control using the OPEN/CLOSE switch on the front panel, when the AUTO/MANUAL switch is set to MANUAL. As mentioned previously, there are a number of inherent delays built into the controller firmware that govern the operation of the control. These delays are explained in the section below. 1. Place the control in its MANUAL mode by placing the AUTO / MANUAL switch in the MANUAL position. When this is done the yellow LED will turn off. 2. The Red and Green LEDs next to the CLOSE / OPEN switch will show the last bank command, or may both be off if the control is being powered up for the first time. 3. If the last bank command was CLOSE, the Red (Close) LED is on. In this case, the capacitor bank can be removed from the line by operating the CLOSE / OPEN switch to its OPEN position. 4. When this is done, the Green (Open) LED will begin flashing. This indicates that an OPEN operation is pending. There is a delay built into manual operations to allow the operator to move away from the capacitor bank if desired. The minimum delay is 10 seconds for an OPEN operation and 45 seconds for a CLOSE operation. The countdown appears on the LCD Display (if equipped). 5. When the delay expires, the capacitor control will cause the capacitor bank switches to OPEN, disconnecting the capacitor bank from the line. 6. The Green LED will stop flashing and turn on continuously, and the Red LED will turn off. 7. At this point if the operator wishes to reconnect the capacitor bank to the line, the CLOSE / OPEN switch must be operated to the CLOSE position. 8. When this is done, the Red LED will begin flashing. This indicates a pending Close operation. In this case, the Close operation may not happen for up to 5 minutes. There is a 5-minute Cap-Discharge Timer delay (sometimes called a re-close block) built into the controller for all Close operations occurring immediately after an Open operation. The reason for the delay is that when the capacitor bank was removed from the line it retained an electrical charge. The capacitor bank must be allowed to discharge for safety, before it is reconnected to the line. 9. If the capacitor bank has been disconnected for 5 minutes or longer before the Close operation is requested, the 5-minute delay expires and does not happen, however, there is still a 45 second delay (default, programmable) to allow the operator to move away from the control and 26 MANUAL, AUTO, and Remote Modes Copyright 2009 QEI, Inc.

35 4.2. AUTO Mode capacitor bank. The capacitor control remembers when the capacitor bank was last disconnected from the line (regardless of the operating mode when it was disconnected) and always allows a minimum of 5 minutes to elapse before allowing reconnection of the capacitors to the line. 10. When the delay expires, the capacitor bank is reconnected to the line. The Red LED will stop flashing and turn on continuously, and the Green LED will turn off. In AUTO mode, the control compares the measured line conditions to a set of programmed limits (called the Switching Strategy) and automatically opens or closes the cap bank as required. Safety timers provide delays for capacitor discharge time, and prevent excessive switching (or hunting) of the cap bank, which may be caused by rapidly changing line conditions, or other events. When the AUTO/MANUAL switch is set to AUTO mode, the Yellow front panel LED blinks twice and then turns ON. The capacitor controller is now using its internal logic to evaluate line conditions and automatically switch the cap bank. Switching is based on the configured Switching Strategy. This mode is only in effect when the AUTO/MANUAL switch is in the AUTO position. See the Switch Strategy descriptions elsewhere in this guide. Switching actions initiated by the control under AUTO mode are governed by the following set of inherent safety features: 60 Minute Anti-Hunt Timer. This feature prevents switching from occurring more than once per hour (or other settable time interval). This feature can be configured using the front panel switches, or through a PC using the SmartWare II software. Default is 60 minutes (settable). Anti-Hunt Lock-out Counter. The control enters lock-out mode after 10 consecutive switching operations (default, configurable) in 10 consecutive hours. This feature can prevent excessive bank switching (Hunting) caused by rapidly cycling loads, influence by other nearby switched cap banks, or improper Switching Strategy setup. It can be configured through the front panel switches or through a PC using the SmartWare II software. 5-Minute Cap Discharge Delay Timer. Prevents transients caused by switching in a charged capacitor bank. A timer prevents the capacitor from closing until five minutes after the last OPEN operation. This feature cannot be disabled. Settable to five minutes (IEEE, US standard) or ten minutes (International standard). Transient Delay Timers. The transient delay timer runs after the cap discharge and Anti-Hunt timers have expired. Transient delay timers prevent the controller from switching due to short transient events (such as a voltage spike, etc.) NOTE In AUTO mode, the user will not be able to use the manual OPEN and CLOSE toggle switches on the front panel. Copyright 2009 QEI, Inc. MANUAL, AUTO, and Remote Modes 27

36 UG-1065 Max Ops Counter. The control counts the number of daily operations (beginning at midnight of the present day). If the count is exceeded, further bank operations are prevented for that day. This counter automatically clears at midnight of the next day REMOTE Mode (ecap II Models) This mode is set via SCADA command from the Master Station, and can only be set when the front panel AUTO/MANUAL switch is in the AUTO position. When set to REMOTE mode, the control is NOT using its internal logic (Switching Strategy) to automatically open or close the bank. It is under control from the SCADA Master Station via radio, etc. The bank is operated only by SCADA commands issued by the Master, based on monitored measurements. The exception to this is the local SCADA Voltage Override feature. If this override feature is enabled, the control will monitor the voltage levels locally. It will either inhibit or force a bank operation to keep the local voltage in-band, regardless of remote SCADA commands. As long as local voltage remains in-band, the control accepts SCADA commands to open or close the bank. In REMOTE mode, the Yellow front panel LED is flashing (two flashes, then a pause). 5. Programming Before being placed into service, the control must be configured Programming a STD Model Standard (STD) models have a front panel USB port for configuration of all operating parameters (see the SmartWare II software section of this user guide.) All of the STD model configuration settings must be entered using QEI s SmartWare II software. All measurements (such as Voltage, current, etc.) are viewed using this software Programming an EXT Model In addition to the front panel USB port and SmartWare II, Extended (EXT) models also have four front panel configuration toggle switches and an LCD display, which can be used to set up or modify most of the configuration settings directly from the front panel, without the use of a computer. 28 Programming Copyright 2009 QEI, Inc.

37 6. Switching Strategies The Switching Strategy defines the conditions that the e/mcap II control will use to switch the bank opened or closed. The strategy can be set differently on a perseasonal basis. Up to four different seasons can be defined. Within each season, up to three scheduled time periods can be uniquely set. Each scheduled time period can contain its own type of limits (such as kvar, Voltage, Temperature, always open, always closed, no operation, etc.) and its own limit values. A single set of limits can be defined for all unscheduled times throughout the day. Depending on model, Override functions can be used during Switching Strategy operations. These include Voltage override (for non-voltage based switching strategies), Neutral imbalance detection, Day-of-Week Override, Holidays, reverse power, etc. More information on override functions follows later in this guide. The example below illustrates a Switching Strategy setup for a particular season (times shown are 24 Hr time): In the example above, there are two scheduled time periods during the day. Time period #1 is scheduled during the hours of 8AM to 12 Noon, and consists of voltage based switching, with an open limit of 124.0V and a close limit of 120.0V Time period #2 is scheduled during the hours of 1:30PM to 6:30PM, and consists of temperature based switching, with a close limit of 90F and an open limit of 78F. During the other unscheduled hours of the day (midnight to 8AM, 12 Noon to 1:30PM, and 6:30PM to midnight) the bank will be open. Copyright 2009 QEI, Inc. Switching Strategies 29

38 UG-1065 The e/mcap II Switching Strategy defaults are as follows: Number of Seasons: Number of Time Periods: All year (same switching strategy used all year). Continuous (same switching strategy used all day). 7. Strategy Types The following strategies may be used for switching the bank during scheduled time periods: Voltage Temperature kvar Close the bank on low voltage limit, and open the bank on high voltage limit. Close the bank on a high summer (or low winter) temperature, and open the bank on a low summer (or high winter) temperature. Close the bank on high lagging (+) kvar, and open the bank on high leading (-) kvar. The number line below illustrates how the e/mcap II treats kvar values. MORE LEADING (CAPACITIVE) -200 kvar -100 kvar +100 kvar +200 kvar 0 MORE LAGGING (INDUCTIVE) kw Current Power Factor Always Open Always Closed No operation Close the bank on high kw, open the bank on low kw. Close the bank on high current, open the bank on low current. Close the bank when lagging (+) PF falls below a limit. Open the bank when leading (-) PF falls below a limit. The bank will open and remain open during the entire scheduled time period. The bank will close and remain closed during the entire scheduled time period. The control does not move the bank during the entire scheduled time period. 8. Overrides The e/mcap II control contains a variety of override features that can be used to perform a variety of tasks such as maintaining voltage levels on the line within safe limits, monitoring the cap bank for an imbalanced condition, opening the bank on Holidays, etc. 30 Strategy Types Copyright 2009 QEI, Inc.

39 8.1. Voltage Override This override can be used with all switching limit types (except Voltage). If enabled, this feature will override the switching limit type in effect and either force or inhibit bank operation as required to maintain the line voltage within the programmed limits. Additionally, the controller learns the voltage change due to bank operation and develops deadbands (see Switching DeltaV) which prevent the override operation from immediately releasing control back to the switching strategy DeltaV and Learn Mode The DeltaV settings are used in conjunction with the Voltage Override feature. The DeltaV line voltage can be viewed from the Smartview screen (SmartWare II software) or from the front panel LCD display under 01>Live Values (EXT models only). The DeltaV value is the predicted change in voltage as a result of bank operation. Its purpose is to inhibit bank operation during voltage override, to keep the line voltage within limits. For example, if the bank is open, but closing it would cause the voltage to rise above the voltage override high limit, the close operation is prevented from occurring. When the bank is open, the DeltaV voltage shows the predicted voltage level after closing. It prevents the control from closing the bank if doing so will cause the line voltage to rise above the high voltage override limit. When the bank is closed, the DeltaV voltage shows the predicted voltage level after opening. It prevents the control from opening the bank if doing so will cause the line voltage to fall lower than the low voltage override limit. The predicted changes (deltas) in voltage are programmed from the Hardware Configuration screen (SmartWare II) or from the front panel LCD display under 26>Hardware Config: Switching DeltaV (EXT models only). Open DeltaV Close DeltaV Adaptive Clamp When the bank is closed, this value is a prediction of how much the voltage will drop after the bank opens. It is subtracted from the Volts value in Smartview or the LCD display to arrive at the DeltaV value. When the bank is open, this value is a prediction of how much the voltage will rise after the bank closes. It is added to the Volts value in Smartview or the LCD display to arrive at the DeltaV value. Sets the maximum allowable DeltaV values. DeltaV values that would exceed this limit are set to this value instead. Sample Time Sets the time to wait after bank operation before taking the measurement of the voltage rise or drop for inclusion in the Open and Close DeltaV value averages. Copyright 2009 QEI, Inc. Overrides 31

40 UG-1065 A 25% margin is built into the DeltaV value. This provides a deadband for the inhibit functions, to prevent the inhibit function from releasing back to the Switching Strategy (or to SCADA control) too early. If Learn mode is enabled, the control learns the voltage rise and drop during bank operation. The learned values are a rolling average of the last five open and last five close operations. If Learn mode is not enabled, the control will use the Open DeltaV and Close DeltaV values entered through the Hardware Configuration screen or the 26>Hardware Config. Switching DeltaV display on the front panel. Note: Learn mode may be disabled only if the voltage rise and drop on a specific bank are well known. In this case, the Learn mode may be turned off (set to No ) and the Close DeltaV and Open DeltaV values are then set to specific values. Otherwise, Learn mode should be set to Yes, and initial values should be entered. DeltaV is also used for the SCADA Voltage Override Feature (ecap II models). DeltaV can be ignored if voltage overrides are not used. DeltaV Example: For this example, say that the line voltage will rise by 2.0 Volts when the cap bank closes and drop by 2.0 Volts when the cap bank opens. Also, assume that the cap bank switches have just opened, and line voltage has dropped to Volts as a result. Bank Opens: DeltaV = Measured Voltage + Predicted Rise = = Volts A 25% margin is assigned to the predicted rise: 2.0 *.25 =.5 Volts So, 120 Volts Volts predicted rise +.5. Volts margin = Volts. If the volt prediction is above the Voltage Override High Limit, the control will inhibit any close operations, until the voltage falls lower. Bank Closes: DeltaV = Measured Voltage + Predicted Drop = = Volts A 25% margin is assigned to the predicted drop: 2.0 *.25 =.5 Volts So, 122 Volts Volts predicted drop -.5. Volts margin = Volts. If the volt prediction is below the Voltage Override Low Limit, the control will inhibit any open operations, until the voltage rises higher. 32 Overrides Copyright 2009 QEI, Inc.

41 8.2. Emergency Voltage Override This voltage override bypasses the long Anti-Hunt timer (which can be up to 60 minutes long). It is intended for situations where the voltage may need to be brought in band quickly, even though the Anti-Hunt timer is in the middle of counting down. The cap discharge timer is still in effect, if applicable DOW (Day-of-Week) Override This feature sets the bank to be open or closed on any specific day of the week. For example, regardless of the switching strategy in use, it may be desired to open (or close) the bank on the weekend. Voltage Override can enabled for use with the DOW override on a per day basis Holiday Override The e/mcap II can be set to override the switching strategy and open or close the bank on holidays. Holidays can only be entered using the SmartWare II software, but may be viewed through the LCD display (EXT models). Up to 50 separate Holiday entries can be programmed (see SmartWare II). Voltage Override can also be used in conjunction with the Holiday List. Several types of holidays can be entered. Pre-defined: Rule Based: Example: New Years Day, Memorial Day, July 4, Labor Day, Thanksgiving, Christmas. Example: Last Monday in March. Recurring: Example: Every year on June 12. One-Time: Example: August 21, Anti-Hunt Rapidly changing loads or interaction between multiple switched cap banks, voltage regulators, etc., can cause excessive bank switching (the bank may Hunt back and forth between open and closed states). Hunting may also occur if the control is incorrectly programmed. Hunting can affect equipment life and power quality. The Anti-Hunt timer functions in AUTO mode to provide a programmable time minimum between switching operations. A counter also counts the number of operations, and locks out the control from further operations, if the count is exceeded. Anti-Hunt Time Timer value. This is the minimum allowed time between consecutive operations. Time Range: 10 to 60 minutes, in 6 steps. Copyright 2009 QEI, Inc. Overrides 33

42 UG-1065 Max Operations Counter. This is the number of consecutive open and close operations allowed before the controller locks out. Each operation increments a counter by 1. When the count equals the programmed value, the controller locks-out. An operation must occur within five minutes of the Anti-Hunt timer expiring, to increment the count toward lock-out. After the five minute time period is past, the counter resets back to zero. Count Range: 0 to 48. Default is 6. Set the Max Operations Count to 0 if No Limit is desired. No Limit makes use of the Anti-Hunt Timer delay only and the control will never lock-out. Example: Anti-Hunt Time is set to 30 minutes, and Max Operation count is set to 4. With these settings, the control will lock-out after four consecutive close/open switching operations in four hours (1 close/open operation per hour). 1) The control closes the cap bank switches. An OPEN operation is immediately pending. 2) The Anti-Hunt timer begins timing down from 30 minutes. 3) Immediately after the timer reaches 0, an OPEN operation occurs (subject to the transient delay timer). The Max Operations counter now increments to 1. 4) A CLOSE operation is now immediately pending. 5) The Anti-Hunt timer begins timing down from 30 minutes again. 6) Immediately after the timer reaches 0, the CLOSE operation occurs (subject to the transient delay timer). 7) An OPEN operation is now immediately pending. 8) The Anti-Hunt timer begins timing down from 30 minutes. 9) Immediately after the timer reaches 0, the OPEN operation occurs (subject to the transient delay timer). The Max Operations counter now increments to 2. 10) The above process continues until the counter increments to 4. At this point, the controller locks out from further operation. 11) If at any point after the timer reaches 0, the control takes longer than 5 minutes to switch (or doesn t switch at all due to a change in line conditions, etc.) the counter is reset to 0, and lock out will not occur. When the control locks out due to the Anti-Hunt Max Operation Count being reached, the Yellow front panel LED will flash at a slow rate (1 second on and off), and the display (EXT models) will indicate the lockout state. To clear the lock-out state, the front panel AUTO/MANUAL toggle switch must be set to MANUAL, and then back to AUTO. 34 Overrides Copyright 2009 QEI, Inc.

43 The lock-out condition is also returned as a SCADA point (ecap II models), and may also be cleared via SCADA by setting the control to AUTO, then back to REMOTE Max Daily Ops If enabled, this feature counts the number of close/open cycles that occur within a 24 hour period. If the number of cycles exceeds the count, further operations are inhibited for the day. The count clears at midnight Neutral Current, Neutral Voltage Override In a 3-phase Wye system, high neutral current may occur due to a malfunction in the cap bank system (i.e., if a single capacitor fuse blows, or a cap bank switch becomes stuck in the closed position, etc.) The controller can detect high neutral current, and lock out the cap bank from further operation. The controller is configurable to lock out the cap bank in either the open or closed position. Locking out closed may be desired, to protect against a condition where one of the three oil switches becomes stuck in the closed position, while the other two are open. In this case closing in the bank will close the two open switches, restoring balance to the 3- phase system. Here s how neutral current detection works: With neutral current feature enabled, and the cap bank switches in the closed position: 1) If the measured neutral current exceeds the neutral current threshold for longer than the transient time, the controller will open the cap bank switches, and test again for high neutral current. If high neutral current is no longer present, the controller will lock out in the open position. If neutral current is still present, the controller may lock out in either the open or closed position, depending on the whether the Final Lockout Open option is enabled or disabled. 2) If the retry count (Retry) is greater than 0, the controller will not lock out, but will wait for the retry time (Time) and test for high neutral current again by closing and opening the cap bank. Automatic operations are disabled whenever the controller is performing any neutral current tests, or is in-between retries. If during a re-test, the controller determines that neutral current measurements have now dropped below the threshold, the testing is cancelled, and the controller returns to normal AUTO operation. When the controller is in AUTO mode, the scrolling display will show the neutral current measurement, the status (Normal or Over Threshold), as well as the time until the next retry, and the number of remaining retries. These values can also be seen from the Live Values screen 05> Live Values: Neutral (EXT models only). When the controller locks out due to high neutral current, the Yellow front panel LED will flash in a pattern (3 short flashes, followed by a pause). The LCD display will also indicate the lock-out state. The LED does not flash between retries, only after the controller has locked-out. Copyright 2009 QEI, Inc. Overrides 35

44 UG-1065 Note that the e/mcap II may also lock-out due to excessive switching (Anti-Hunt) such as may occur due to rapidly changing loads, influence from adjacent cap banks, or incorrect programming (limits set too tightly etc.). In the case of Anti-Hunt lockout, the LEDs will flash at a different rate. See the Controls and Indicators section of this guide (Yellow Led) for further info. In neutral lock-out mode, all automatic operation is disabled. To clear the lock-out mode, toggle the AUTO/MANUAL switch to MANUAL. After the cause of the lock-out has been corrected, set the switch back to AUTO again. The lockout may also be cleared via SCADA command (ecap models only) Final Lockout Open If high neutral is sensed in BOTH the closed and opened bank positions, the Final Lockout Open option tells the control to enter neutral lockout state with the bank in the open position. If high neutral the bank closes and retries are set to 0, with Final Lockout Open enabled, the control will open the bank on the high neutral measurement and lockout in the open position Neutral Voltage Neutral voltage detection (model dependent) may be used in certain applications. Consult the ordering information. The control functions for neutral detection are similar for either neutral current or neutral voltage detection Reverse Power If using kvar as the Strategy Type, inaccurate kvar reading will result if the current begins to flow from the opposite direction, since the current sensor will now be on the wrong side of the bank and loads, relative to the source. The Reverse Power feature detects when current is flowing through the sensor in reverse, and changes to one of four Switching Types (selectable) as follows: No Operation Close and Inhibit Ops Open and Inhibit Ops Use Voltage Limits In this mode, no further operations are performed as long as the current flow through the sensor is reversed. The control will close the bank and inhibit further operations as long as current flow through the sensor is reversed. The control will open the bank and inhibit further operations as long as current flow through the sensor is reversed. The control will use the programmed voltage limits as long as current flow through the sensor is reversed. 36 Overrides Copyright 2009 QEI, Inc.

45 The Reverse Power feature includes a programmable threshold and time delay. Set the Hardware Configuration Power Direction to Normal if using this feature Minimum Current This feature inhibits operation when measured current falls below a programmable level. It is primarily for use with PF (Power Factor) strategy type, but can be useful in other applications as well. 9. Hardware Configuration 9.1. Voltage Constants Feeder Voltage Secondary Voltage Line Frequency This is the primary phase-neutral or phase-phase voltage. It is required for correct kw and kvar and kva readings. The nominal xfmr secondary voltage connected to the control (120/220/240 Volts). 50 or 60Hz 9.2. Switching Delta Voltage Note: Delta Voltage is described in more detail in the Overrides section of this manual. Open DeltaV Close DeltaV Adaptive Clamp Sample Time Enable Learn Mode Predicted voltage drop after opening the bank (2 to 10V). Predicted voltage rise after closing the bank (2 to 10V). Sets the limit for the above DeltaV values when in Learn mode (0 to 10V). Time to wait after bank operation before taking a measurement in Learn mode. Enable/disable the Learn mode feature for Open and Close DeltaV Current Sensing Before measuring current, the specific sensor type, as well as the maximum expected line current must be programmed into the control. Default is Lindsey Multicore (recommended). Current Sensor Type: Lindsey or Fisher type LPS These Line Post Sensors have a ratio of 60Amps = 1V out. Fisher types also have an inherent phase shift and require phase compensation for harmonics. The settings are already preprogrammed for these particular sensor types. Copyright 2009 QEI, Inc. Hardware Configuration 37

46 UG-1065 Generic CT None Max Expected Line Current Current Sensor Ratio Phase shift Sensor Harmonic Comp CT Ratio Choose this setting if it is desired to change any of the pre-programmed settings above, or to set up the control for a different LPS sensor type. Choose this setting if interfacing a CT (current transformer) to the control. The CT ratio must then be entered. Choose None if no sensor will be used. This is the input gain scaling. There are four selections: 180 (default), 360, 720, 1440 Amps. Set this number higher than the maximum current that the control will need to measure. Example: the maximum expected line current measurement is 400 Amps. Set the maximum current to 720 Amps. Note: setting the number to lower than the maximum expected current will cause inaccurate readings at higher currents. This is the ratio of input current to output voltage for Line Post Sensors. If Lindsey or Fisher sensors are selected, this field is not changeable, because the settings are pre-programmed into the control. If a Generic sensor is chosen, this value can be changed. This setting compensates for any inherent phase shift between the sensor input and sensor output. If Lindsey or Fisher sensors are selected, this field is not changeable, and the settings are preprogrammed into the control. If a Generic sensor is chosen, this value can be changed. Certain Line Post Sensors require compensation for harmonics. If Lindsey or Fisher sensors are selected, this field is not changeable, and the settings are pre-programmed into the control. If a Generic sensor is chosen, this value can be changed. (CT only) This is the current transformer ratio. For example, 300:5, 150:5 etc. Note: The e/mcap II CT models can accept a maximum input of 5 Amps. Choose the CT ratio based on the maximum expected primary current. For example, if it is desired to measure up to 500 Amps, then choose a 500:5A CT. 38 Hardware Configuration Copyright 2009 QEI, Inc.

47 9.4. Switching Error Check If enabled, the control will check for 25% of the DeltaV or kvar change (or both) after bank operation, and log an error if conditions are not met Accumulation Scale Factors Multiplier for kwh and kvh accumulation. Default is Power Direction The e/mcap II is capable of determining the power direction, (forward: from the source, or reverse: toward the source) which can be useful for Switching Strategy programming. Positive Always: (Default) Kilowatts and current are always displayed as a positive value, regardless of whether power flow is forward or reverse. Normal: Forward power direction is displayed as a positive value. Reversed power direction is displayed as a negative value Timing Parameters Transient Delays Transient Delays prevent any events of short duration (such as line noise or voltage spikes) from triggering the control to open or close the cap bank. This parameter can also be used to coordinate switching with other capacitor banks controlled by other units, or to stagger the switching times of a large number of controllers. This would prevent too many banks from being switched open or closed simultaneously, in response to a system wide event, such as power restoration after a power failure. Example (assumes Cap Discharge and Anti-Hunt timers are not timing down): The transient OPEN timer is set for 30 seconds. The cap bank switches are closed. The controller is set to open the cap bank when the voltage reaches volts. The line voltage is presently volts. The voltage rises to volts. The control indicates a pending OPEN operation (green LED begins flashing). The transient timer begins to countdown from 30 seconds. After 10 seconds, the voltage falls back to volts. The pending OPEN operation is cancelled, and the transient timer resets to 30. No operation occurs. Now the voltage rises to volts. Again the control indicates a pending operation, green LED is flashing. The transient timer begins to countdown from 30 seconds. This time the voltage remains above volts continuously. After the transient timer counts down to zero, the control opens the cap bank switches. Copyright 2009 QEI, Inc. Hardware Configuration 39

48 UG Cap Discharge Delay When the cap bank is switched open, the capacitors retain the charge from the line. Internal bleeder resistors within the capacitors gradually bleed down the charge. The e/mcap II can be programmed to wait for either five minutes (default, IEEE requirement) or 10 minutes (IEC requirement), before allowing a recently opened cap bank to be closed back onto the power line. This allows time for the capacitors to discharge. The Discharge Timer cannot be disabled. It can only be set to either five or 10 minutes. It runs regardless of whether the control is in AUTO or MANUAL mode. It is only in effect when closing an open bank. It does not delay the opening of a closed bank Walk Away Time This timer is for use when the control is set to MANUAL mode. Allows time for the user to walk away from the control after issuing a manual OPEN or CLOSE command using the front panel toggle switch. There are separate timers for opening and closing the bank. Default is 45 seconds for CLOSE, and 10 seconds for OPEN Switch Drive Time Sets the relay operation time for the momentary OPEN and CLOSE output relays in the control. The default is seven seconds Random Startup Delay This is a random time delay added to the control s internal 5 minute delay time at startup. For example, if 40 seconds is entered, the control will delay operations at startup for anywhere from 300 to 340 seconds. 10. LCD Display Menu Organization Toggle the front panel MENU switch as necessary to reach the Main Menu selections, which will be any screen numbered 01> through 34>. Once there, use the RIGHT/LEFT switches to navigate through the Menus. Note that some Main Menu selections have several sub menus. The >> symbol on any display indicates another that another sub-menu is available underneath the one displayed. Use the ITEM switch as necessary to reach other sub menus. Use the MENU switch repeatedly as necessary, to return from any sub-menu, back to the Main Menu selection. The following sections of this guide discuss all features of the MCAP II and ecap II EXT model controls (those with an LCD display). Please see the SmartWare II section of this guide for additional information about features accessed through the SmartWare II software for both STD and EXT models. 40 LCD Display Menu Organization Copyright 2009 QEI, Inc.

49 10.1. Main Menu 01> thru 11> : Live Values Live Values describes the group of Main Menu selections numbered from 01> through 10>. Live values are the measured or calculated values displayed by the control in real-time. These values may be continuously changing, depending on the measured levels, so the display is constantly updating these values, depending on the actual line conditions. Most of the Live Value displays cannot be changed, only viewed. The list is as follows: Main Menus: Live Values Sub-Menu Example Display Explanation 01>Live Values Voltage, Current 02>Live Values kw, kvar, PF 03>Live Values kw/h, kvar/h 04>Live Values kva, Phase Shift 05>Live Values Neutral 06>Live Values Temperature Volts VDelta Cur kwatt kvar PF kw/h kvar/h kva P-Shift Neutral Thresh 0 Amps Norm >> Retries Left : 0 Retry: 0 Secs Temperature 75 F Displays the following: Volts -- present measured line voltage. VDelta -- the predicted voltage change after opening (or closing) the bank. Cur present measured single phase line current. Displays three phase kw and kvar readings, as well as resulting power factor. kwh and kvh readings. Scaling is set through the Smartware II software. Displays the three phase kva reading and the phase shift resulting from kvar and kwatt loading. Displays the neutral current (or neutral voltage) measurement, and whether or not the measurement has exceeded the neutral current threshold. Also see 16> Overrides : Neutral Config. * Displays the number of neutral imbalance test retries left, and the time until the next retry. * Displays the present ambient temperature reading (if equipped with optional sensor) 07>Live Values Last Bank Cmd Cmd Close Pending Nothing Cmd Displays the last bank operation performed. Pending shows if an operation is in progress, subject to timers expiring. 08>Live Values Season/Time Per. 09>Live Values Operating Mode 10>Live Values Operations Count 11>Live Values Last Event Season TimeP 1 Cont Comm Local Remote Auto Ops Today Total Last Evnt Cmd Manual Cls Displays the number of seasons in use, and the number of available time periods per day. Comms shows the SCADA communications mode (Remote or Auto). Local Shows the mode set from the front panel Auto/Manual switch. Displays the daily operations count, as well as the total operations since installation. Displays the cause of the last operation, and the type of operation performed (close or open). Copyright 2009 QEI, Inc. LCD Display Menu Organization 41

50 UG Main Menu 12> General: General Configuration Main Menu: General Sub-Menus: Sample Displays Explanation 12> General General Config. # of Seasons All Season >> DST Enable Enabled >> DSTStrt Week Mnth 2ND 03 >> DSTEnd Week Mnth 1ST 11>> Select F or C Fahrenheit [F] >> Pick Date Format MM/DD/YY Select 2,3, or 4 Seasons, or one continuous season. ** Enables Daylight Savings Time Select week and month to move the clock ahead one hour. Select the week and month to move the clock back one hour. Choose Fahrenheit or Celcius for temperature units. Picks the Date format for the RTC calender 42 LCD Display Menu Organization Copyright 2009 QEI, Inc.

51 10.3. Main Menu 13> Strategies: When to Switch These settings let the user view and change the control Switching Strategy. Main Menus: Switching Strategies 13> Strategies When to Switch Sub-Menus: Sample Displays # Time Periods Continuous >> DOWOVR M T W TH X X X X >> DOWOVR F S SU X X X >> Explanation The Switching Strategy is the set of conditions that the control uses to Open or Close the bank. Switching may be based on Voltage, Time, Temperature, kvar, kw, Current, PF, Day-of-Week, Holiday, Season. * The Strategy can be set differently depending on the Season. Within each season the Strategy can be set differently depending on time of day. Up to four seasons and three scheduled time periods may be configured (depending on model). This field allows selection of the number of scheduled time periods within a day. Up to 3 time periods (one for LTD models) can be specified (or continuous time), with different operation for any unscheduled times. Each time period can contain a different Switching Strategy, and/or different limits. DOW (Day-of-Week) Override, Mon thru Thur. Each day can be set to override the switching strategy and either open or close the bank on that day (select O for Open, C for Close, or X to disable.). DOW (Day-of-Week) Override, Fri thru Sun. Each day can be set to override the switching strategy and either open or close the bank on that day. VOR VOR M T W TH N N N N >> F S SU N N N >> Use a voltage override with DOW override (Mon-Thur). Select Y (Yes) or N (No) to also use a voltage override for that day. Use a voltage override with DOW override (Fri-Sun). Select Y (Yes) or N (No) to also use a voltage override for that day. VOR High Low >> Switch Mode S1TC Volts >> TimeP:1 VOR S1TC No >> Open Limit S1TC >> Voltage Override Limits. Voltage limits are monitored, and the control will override the present Strategy and operate the bank to bring the voltage within limits. Switching Strategy Parameter. In this example, the control will switch the bank based on Voltage for the first season (S1) and for a continuous time period (TC) ** Selects whether to use the voltage override limits for the time period. High Voltage Open Limit for the first season, with continuous time period. Close Limit S1TC Low Voltage Close Limit for the first season, with continuous time period. Copyright 2009 QEI, Inc. LCD Display Menu Organization 43

52 UG Main Menus 14> thru 21> : Overrides Main Menus: Overrides 14>Overrides Emer. Voltage OR Sub-Menus: Sample Displays Emer V Op Enable Enabled >> Emer Hi Emer Lo Explanation When enabled, the control will operate the bank when voltage levels exceed the Emer Hi and Lo limits. Anti-Hunt timer is bypassed in this mode, but cap discharge time is still in effect. Configurable Hi and Lo limits for emergency voltage override above. (0-300 Volts) 15>Overrides Anti-Hunt 16>Overrides Max Daily Ops Anti-Hunting Enabled >> Time Count 60 Mins 10 Max Ops Daily # Enabled 10 This feature prevents excessive automatic operation of the cap bank by the control, as might occur due to rapidly changing loads, influence from other adjacent cap banks, or incorrect Switching Strategy limits (i.e., Hi and Lo limits are set too narrow, etc.) When this feature is enabled, automatic bank operations are limited to once every 60 minutes (default, configurable). Also, after 10 open operations (default, configurable), with one open operation occurring every 120 minutes,the control locks out from further operations. In Anti- Hunt lockout mode, the Yellow front panel LED will flash on and off at a one second duty cycle. The LCD display, (if equipped) will indicate the lockout mode. The lockout may be cleared by setting the AUTO/MANUAL switch from AUTO to MANUAL, then back to AUTO. It may also be cleared through Smartware II, or through remote SCADA command (ecap only). Used to configure the Anti-Hunt time between automatic bank operations (10-60 Minutes) and Anti-Hunt open operations count (1-48, or No Limit.) Daily operations count. When enabled, the number of open operations are counted. When the count exceeds this number, further operations are inhibited for the day. The count clears at midnight. 44 LCD Display Menu Organization Copyright 2009 QEI, Inc.

53 Main Menus: Overrides 17>Overrides Neutral Config Sub-Menus: Sample Displays Neutral Sensor Neut Curr CT >> CT Ratio Thresh 100:5 >> Trans(Secs) >> Retries Time 3 5 Mins >> Lout Always Open Enabled >> Neutral Oper. Disabled Explanation Configuration for Neutral Imbalance Detection. (See an explanation of this feature elsewhere in this guide). This field selects the sensor type to use for Neutral Current or Neutral Voltage Imbalance detection. Choose from Neut Curr CT, Neutral Curr AT929, Neutral Voltage PT, or None. * Enter the Neutral CT Ratio (1000:5A max), or enter the Neutral PT Primary ( )V and secondary (0-999V) full scale voltages. If a Fisher AT929 is selected, this field is skipped and the measurement ratio is assumed to be 100A:10V full scale. Sets the threshold for neutral detection. If Neutral Current is configured, the Thresh value is entered as a current level ( Amps.) If Neutral Voltage is configured, the Thresh value is entered as a voltage level (0-1000V). The neutral imbalance measurement must exceed the neutral threshold for the Trans time period ( secs), or the operation cancels. Retries: Number of times to repeat the Neutral Imbalance test. (0-30 retries). Time: Time to wait before repeating the neutral imbalance test ( minutes). When enabled the control will open the bank before entering lockout mode during neutral imbalance detection. Lockout mode occurs if neutral imbalance still exists after the neutral imbalance tests have been completed for the configured amount of retries. Enables/Disables Neutral Imbalance Detection feature. >18 Future Use Not Visible (skipped) Future Use Copyright 2009 QEI, Inc. LCD Display Menu Organization 45

54 UG-1065 Main Menus: Overrides 19>Overrides Minimum Current 20>Overrides Reverse Power 21>Overrides Holidays Sub-Menus: Sample Displays Minimum Current Disabled 0 Reverse Power Enabled >> RP Operation Inhibit Ops >> RP Threshold RP V Hi 0 Amps >> RP V Lo >> RP Tracking Time 30 Secs ## Holiday Type 01 One-Time >> ## MM/DD/YY 01 05/12/09 >> ## Operation VOR 01 Open Yes >> Explanation Used with PF (Power Factor) Switching Strategy. Inhibits bank operations if current flow falls below a configurable level. This option can be left disabled if using a Switching Strategy other than power factor. * If current flow is reversed (negative value displayed for kw and current), override the present Switching Strategy and use the method for switching listed in RP Operation below. * This is the switching method to use if reverse power is detected. Choose from Inhibit Ops, Open and Inhibit Ops, Close and Inhibit Ops, Use Voltage Limits (see below). Current threshold to detect reverse power. The reverse current flow must reach this level for the control to change over to reverse power operation mode. ( Amps) If Use Voltage Limits is selected for reverse power mode, those limits are set using these fields. Time delay for reverse power detection. The reverse current level must exceed the threshold for this time period, for the control to change over to reverse power mode. If the level drops below the threshold during this time, the timer resets, and the control does not change over to reverse power mode. Holidays are used to perform a specific operation on a specific day of the year (such as open the bank on Christmas Day, etc.) There are three types of holidays: One-Time (such as 4/15/09), Recurring (such as Christmas, New Year, etc.), Rule-Based (such as the last Thursday in November). A two digit number indicates which holiday is being viewed (up to 50 holidays can be entered using Smartware II). The number 01 indicates the first holiday in the list, 02 the second holiday, 03 the third holiday, etc. There are three screens for each holiday entry : Type, Date, and Operation to perform. Use the up/dn keys to scroll through the list of holidays. Holidays are entered into the control using the Smartware II software. They can be viewed from the display, or through Smartware II. * Specific Holiday date. Type of operation to perform on the specific holiday (Open Bank, Close Bank 46 LCD Display Menu Organization Copyright 2009 QEI, Inc.

55 10.5. Main Menus 22> thru 27> : Hardware Config Main Menus: Hardware Config 22>Hrdwre Config Pri/Sec V./Freq 23>Hrdwre Config Power Direction 24>Hrdwre Config Current Sensor 25>Hrdwre Config Maximum Current Sub-Menus: Sample Displays Primary V. Sec >> Line Frequency 60 Hz Power Direction Always Positive Curr Sensor Type Lind TruCT/Mul>> Amps/V Phase 60 0 >> Harmonic Comp Disabled Maximum Current 180 Amps Explanation Primary Voltage and Secondary voltage configuration. The Primary voltage entered will be used in the kvar, kw, and kva calculations. The secondary voltage entered will be used for the voltage measurement. Primary : V Sec:120/220/240V Power line Frequency. Select 50 or 60 Hz using the up/dn key. Displays the direction of current flow through the current sensor. Use the up/dn keys to select Always Positive or Normal. Always Positive displays the current and kw as positive values regardless of the direction of current flow. Normal displays forward flow (i.e., direction = from source, through sensor, to load) as positive values, and reverse flow (from the opposite direction) as negative values. If using Reverse Power detection, set this option to Normal. Otherwise, leave at Positive always Choose the current sensor type to use for current, kvar, kw sensing. Use the up/dn keys to choose Lindsey or Fisher Types, Generic LPS, or CT (or none if not used) If Generic LPS is used, these fields can be used to set any Amps/V constant or Phase shift required. If a Lindsey or Fisher sensor is selected, these fields indicate the preset configuration for those specific sensors, and cannot be changed. If a CT is chosen, the fields are used to set the CT ratio (i.e., 300:5, etc.) and phase shift (if required.) Some LPS sensors (such as Fisher) require compensation for harmonics on the power line. When a Fisher sensor is selected, this field is preset to Enabled and cannot be changed. When a Lindsey sensor is chosen, this field is preset to Disabled and cannot be changed. Sets the maximum expected line current that the control wil need to measure. A lower number results in greater resolution at lower measurements. Use the up/dn keys to select 180/360/720/1440 Amps. Copyright 2009 QEI, Inc. LCD Display Menu Organization 47

56 UG-1065 Main Menus: Hardware Config 26>Hrdwre Config Switching DeltaV 27>Hrdwre Config Switch Err Check Sub-Menus: Sample Displays Learn ClsV OpnV Yes >> VDelta Clamp 4.0 Volts >> VDelta Sample Time 45 Secs Switch Err Check kvar >> Min % kvar Delta 25% Explanation The control learns the voltage change (drop) after opening the bank, and the voltage change (rise) after closing the bank. These values, plus a 25% margin, are used to provide deadbands for voltage override operations. The deadbands prevent the voltage change due to the override operation from releasing the override back to the usual Switching Strategy, which may then call for the opposite operation to occur. Values are a rolling average of the last five operations. Starting value for ClsV and OpnV should be entered. If the voltage rise and drop on a specific bank are well known, the Learn mode may be turned off (set to No ) and the ClsV and OpnV values are then set to a single specific value. Otherwise, Learn mode should be set to Yes, and initial values should be entered as a best guess for a starting point. DeltaV is also used for the SCADA Voltage Override Feature (ecap II models). Ignore this option if voltage overrides are not used. When in Learn mode, the ClsV and OpnV Delta values are clamped to a settable maximum. (10V max). Used in conjunction with Learn mode above. This is the time that the control waits after opening or closing the bank, before Learning the voltage change. ( Secs). Select kvar, Voltage, Both, or None. The control will check the voltage or kvar levels before and after switching the bank. If the minimum change is not measured, the control logs an error in the event log. The error can also be returned as SCADA point. Voltage change must be at least 25% of the ClsV and OpnV values (see Switching DeltaV). kvar change must be the configurable percent change in kvar after bank operation (see next sub-menu below.) This is the configurable percentage change in kvar after bank operation that must be exceeded, or a switching error is entered in the event log. Use the up/dn keys to change. 48 LCD Display Menu Organization Copyright 2009 QEI, Inc.

57 10.6. Main Menus 28> thru 31> : Timing Params Main Menus: Timing Params 28>Timing Params Transient Delays 29>Timing Params Sw. Oper. Time 30>Timing Params Discharge Time 31>Timing Params Random Startup Sub-Menus: Sample Displays Trans, Dly Open Secs 120 >> Trans, Dly Close Secs 120 >> Emer. Volts Hi Secs 30 >> Emer. Volts Lo Secs 30 Sw. Drive Time 7 Secs >> Walk-Away Open 10 Secs >> Walk-Away Close 45 Secs >> Discharge Time 300 Secs (5 Min) Random Strt Secs 0 Explanation Timer to prevent transients from causing an unwanted OPEN switching operation from occurring. This is the minimum time period during which a measurement beyond the OPEN limit must continuously exist for the control to open the bank. If the measurement falls back within limits during this time period, the timer is reset and the operation does not occur. ( Secs). Used with the Switching Strategies. Timer to prevent transients from causing an unwanted CLOSE switching operation from occurring. This is the minimum time period during which a measurement beyond the CLOSE limit must continuously exist for the control to open the bank. If the measurement falls back within limits during this time period, the timer is reset and the operation does not occur. ( Secs) Used with the Switching Strategies. Similar to the Transient Delay Timers above, this timer prevents short transient voltages, that exceed the Emergency Hi voltage threshold, from causing unwanted OPEN bank operations. ( Secs) Used with the Emer. Voltage Overrides. Similar to the Transient Delay Timers above, this timer prevents short transient voltages, that exceed the Emergency Lo voltage threshold, from causing unwanted CLOSE bank operations. ( Secs) Used with the Emer. Voltage Overrides. Time period to energize the controls OPEN and CLOSE momentary output relays. After starting an OPEN operation using the front panel OPEN/CLOSE switch, this delay timer allows time for the user to walk away from the utility pole, before the control executes the OPEN operation. (1-100 Secs). After starting a CLOSE operation using the front panel OPEN/CLOSE switch, this delay timer allows time for the user to walk away from the utility pole, before the control executes the CLOSE operation. (1-100 Secs). Re-close block after opening the bank. Immediately following an OPEN operation, this timer will prevent the control from closing the bank for the selected time period. Use the up/dn key to select 5 minutes (IEEE std) or 10 minutes (IEC std). At power up, this time is added to the cap discharge time before the first bank operation is allowed. *Feature not supported in LTD models. **kvar, kw, Current, PF not supported in LTD models. Copyright 2009 QEI, Inc. LCD Display Menu Organization 49

58 UG Main Menu 32> thru 35> : Unit ID, Date/Time, SCADA Main Menus: Timing Params Sub-Menus: Sample Displays Explanation 32>Unit ID Unit ID Number 1234 This is the identification number of the control ( ). Used for Historical Data collection. Smartware stores data collected in a specific folder for each unit by ID number. 33>Date/Time Date 34>Date/Time Time 35>SCADA Config SCADA Comm Config Date: MM/DD/YY is 03/21/09 Time: - HH:MM DOW is 01:29 5Fr SCADA Protocol DNP >> SCADA Address >> SCADA Port Speed 9600 >> RTS Delay Time 30 ms >> RTS Hold Time 1 ms >> CTS Enable Disabled >> DCD Enable Disabled >> RemAuto-TO Time Disabled 300S>> SCADA VOR Disabled >> SCADA Monitor Disabled >> Date adjustment. To set the date: move the cursor under the is field and press the up key until the field sys Ent. Then move the cursor under each numeric field, and us the up/dn keys to adjust the date. When the date looks correct, move the cursor back to the Ent field and press up again. The field will change back to is. The date is now set. Time adjustment. To set the time: move the cursor under the is field and press the up key until the field sys Ent. Then move the cursor under each numeric field, and us the up/dn keys to adjust the time. When the time looks correct, move the cursor back to the Ent field and press up again. The field will change back to is. The date is now set. (ecap II only) Selects the specifc SCADA protocol (i.e., DNP3 or QUICS). Press the up/dn key to toggle between the selsctions. SCADA address of the control ( ). The Master Station must send commands to this address to poll or operate the control. RS-232 Baud rate for the connected SCADA radio equipment (1200, 2400, 4800, 9600, 19200, 38400, 57600, kbps). Use the up/dn key to change the baud rate. After asserting the RTS handshaking line, the control will delay for this time period before transmitting data from the RS232 port. (0 to msecs). Use the up/dn key to change the delay time. After data has been transmitted, the control will wait for this time period before de-asserting the RTS line. When enabled, the control waits for the CTS input line to be asserted from the radio, before transmitting the data. When enabled, the control must have an active DCD input from the radio before receiving data from the radio. When enabled, the control will wait for the specified time period ( Secs) for a SCADA message. If the control receives no message within the time period, it reverts from remote SCADA control to local AUTO control. If enabled, the Switching Strategy voltage override will override SCADA control to keep the local voltage measurement within the configured High and Low limits. If enabled, the control will echo SCADA messages to a PC laptop terminal (such as Hyperterm ) connected to the front panel usb maintenance port. 50 LCD Display Menu Organization Copyright 2009 QEI, Inc.

59 11. SCADA (ecap II Models) ecap II models accommodate SCADA communications. A larger enclosure is provided to accommodate radio equipment, and a power supply is included to provide radio power. The ecap models include an RS-232 communications port for the radio interface. 9-pin and 25-pin D type connector cables are provided for interfacing the comm. port to the radio. Communications protocols include DNP and QUICS. Other protocols may be available. Consult the factory for further information. Programmable settings include SCADA address, comm. port baud rate, comm. port handshaking settings, SCADA Voltage Override enable/disable, SCADA Remote to AUTO timeout, SCADA point filtering, Unsolicited reporting, and SCADA monitoring (for diagnostics). Programmable settings are accessed through the front panel LCD display (ecap II EXT models, 35>SCADA Config. ) or through the SmartWare II software (all ecap models, Configuration/SCADA Parameters) SCADA Protocol Selectable DNP3.0, QUICS, or Modbus SCADA Address Programmable from (default: 1) SCADA Comm. Port Baud Rate Programmable from 1200 to kbps. (default: 9600) RTS Delay Time After RTS is asserted, the ecap II waits for this time before sending data. (default: 30 ms) RTS Hold Time After data has been sent, the ecap II waits for this time before de-asserting RTS CTS Enable If enabled, the ecap II waits for the radio to assert the CTS line before sending data. Copyright 2009 QEI, Inc. SCADA (ecap II Models) 51

60 UG DCD Enable If enabled, the ecap II waits for the radio to assert the DCD line before receiving data Remote-Auto Timeout If enabled, and a valid message is not received within five minutes (default) the ecap II will change over from REMOTE mode to AUTO mode and use the local Switching Strategy to control the bank. It will no longer be under remote control from the SCADA Master. Once communications has been restored, a command must be issued by the Master to change the ecap II back from AUTO to REMOTE mode SCADA Voltage Override If enabled, the ecap II will use the seasonal Voltage Override limits to override SCADA control based on the local measured voltage. This feature maintains the local voltage, regardless of SCADA commands SCADA Monitor (ecap EXT Models) If enabled, the ecap II will echo SCADA communications traffic (both received and transmitted data) to a terminal program (such as HyperTerm) connected to the USB maintenance port on the front panel. This feature is presently only available on ecap II EXT models. The terminal must be set to the same COM port as the SmartWare II software (determine this through SmartWare II from Communications/Select Comm. Port) SCADA Point Filtering This feature is only available through the SmartWare II software (Configuration / SCADA Point Filter). In SmartWare, a pair of check boxes is available for each SCADA point. If the leftmost box is checked, that point is returned on a SCADA poll. If the rightmost box is checked, the point will be returned in an unsolicted reporting (DNP3) from the ecap II. Deadbands for unsolicited reporting are detailed in the DNP3 profile document. 52 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

61 SCADA Voltage Override This feature is enabled via DNP, and is used in conjunction with REMOTE mode. With the ecap II in REMOTE mode (under SCADA control), the control will operate the bank or inhibit operation as required to keep the voltage within the Voltage override limits. Once the voltage returns within limits (subject to DeltaV margin), control is handed back to the SCADA system. Relevant DNP Points The following DNP points are applicable to the Undervoltage/Overvoltage SCADA Override feature. Please also see the DNP Point Listing (section of this manual): Point Type Addr Description Control Point #1 REMOTE / AUTO Mode. When set to REMOTE Mode, with Control Point #12 enabled (see below), the ecap will be under SCADA control, however, the ecap Voltage Override Limits will function to override SCADA. When set to AUTO Mode, SCADA operation is disabled, and the Switching Strategy will then function to automatically switch the bank locally, without SCADA control. Control Point #12 SCADA Override Enable/Disable. This point activates the SCADA override feature. Status Point #7 SCADA Override Active Flag. When the ecap detects an under- or over-voltage condition, it will override SCADA and close or open the bank as appropriate, while indicating the override condition through Status Point #7. When voltage returns to an acceptable level, Status point #7 is automatically cleared. Status Point #23 SCADA Override Feature Enabled/Disabled Status. This point indicates the status of the Override feature (enabled or disabled). Copyright 2009 QEI, Inc. SCADA (ecap II Models) 53

62 UG SCADA Radio Installation The illustration below shows typical installation of radio equipment in an ecap enclosure: 54 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

63 DNP3 Device Profile w/point List DNP V3.00 DEVICE PROFILE DOCUMENT This document must be accompanied by a table having the following headings: Object Group Request Function Codes Response Function Codes Object Variation Request Qualifiers Response Qualifiers Object Name (optional) Vendor Name: QEI (Version 1.1) (<07/20/2009>) Device Name: ecap2 Capacitor Controller Highest DNP Level Supported: Device Function: For Requests 2 For Responses 2 Master Slave Notable objects, functions, and/or qualifiers supported in addition to the Highest DNP Levels Supported (the complete list is described in the attached table): The read function code for Object 50 (Time and Date), variation 1, is supported. Maximum Data Link Frame Size (octets): Transmitted 292 Received 292 Maximum Application Fragment Size (octets): Transmitted 2048 Received 2048 Maximum Data Link Re-tries: None Fixed at Configurable, range None to 10 Maximum Application Layer Re-tries: None Configurable, range None to 10 (Fixed is not permitted) Copyright 2009 QEI, Inc. SCADA (ecap II Models) 55

64 UG-1065 Requires Data Link Layer Confirmation: Never Always Sometimes: For multi-frame messages. Configurable Requires Application Layer Confirmation: Never Always (not recommended) When reporting Event Data (Slave devices only) When sending multi-fragment responses (Slave devices only) Sometimes Configurable Time-outs while waiting for: Data Link Confirm None Fixed at Variable Configurable Complete Appl. Fragment None Fixed at Variable Configurable Application Confirm None Fixed at 5 sec Variable Configurable Complete Appl. Response None Fixed at Variable Configurable Others: Transmit Enable (Time to 1 st char after CTS) CTS Override Tim to 1 st char after RTS if no CTS) Transmit Disable(Hold time: RTS after last char) configurable by A/O (see Table) configurable by A/O (see Table) configurable by A/O (see Table) Executes Control Operations: WRITE Binary Outputs Never Always Sometimes Configurable SELECT/OPERATE Never Always Sometimes Configurable DIRECT OPERATE Never Always Sometimes Configurable DIRECT OPERATE NO ACK Never Always Sometimes Configurable Count > 1 Never Always Sometimes Configurable Pulse On Never Always Sometimes Configurable Pulse Off Never Always Sometimes Configurable Latch On Never Always Sometimes Configurable Latch Off Never Always Sometimes Configurable Queue Never Always Sometimes Configurable Clear Queue Never Always Sometimes Configurable Unit must be in Remote mode to operate Cap Bank Trip/Close. 56 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

65 Expects Binary Input Change Events: FILL OUT THE FOLLOWING ITEM FOR MASTER DEVICES ONLY: Either time-tagged or non-time-tagged for a single event Both time-tagged and non-time-tagged for a single event Configurable (attach explanation) FILL OUT THE FOLLOWING ITEMS FOR SLAVE DEVICES ONLY: Reports Binary Input Change Events when no specific variation requested: Never Only time-tagged Only non-time-tagged Configurable Reports time-tagged Binary Input Change Events when no specific variation requested: Never Binary Input Change With Time Binary Input Change With Relative Time Configurable (attach explanation) Sends Unsolicited Responses: Never Configurable (attach explanation) Only certain objects Sometimes (attach explanation) Sends Static Data in Unsolicited Responses: Never When Device Restarts When Status Flags Change No other options are permitted. Default Counter Object/Variation: No Counters Reported Configurable (attach explanation) Default Object 20 Default Variation 04 Point-by-point list attached Counters Roll Over at: No Counters Reported Configurable (attach explanation) 16 Bits 32 Bits Other Value Point-by-point list attached Sends Multi-Fragment Responses: Yes No Copyright 2009 QEI, Inc. SCADA (ecap II Models) 57

66 UG-1065 DNP 3.0 Implementation Table for Ecap OBJECT REQUEST (slave must parse) RESPONSE (master must parse) Obj Var Description Func Codes (dec) Qual Codes (hex) Func Codes Qual Codes (hex) 1 0 Binary Input - All Variations Binary Input , Binary Input with Status , Binary Input Change - All Variations 1 06,07, Binary Input Change without Time 1 06,07, , Binary Input Change with Time 1 06,07, , Binary Input Change with Relative Time 1 06,07, , Binary Output - All Variations Binary Output 10 2 Binary Output Status , Control Block - All Variations 12 1 Control Relay Output Block 3, 4, 5, 6 17, echo of request 12 2 Pattern Control Block 12 3 Pattern Mask 20 0 Binary Counter - All Variations 1, 7, 8, 9, Bit Binary Counter , Bit Binary Counter , Bit Delta Counter , Bit Binary Counter , Bit Binary Counter without Flag , Bit Binary Counter without Flag , Bit Delta Counter without Flag , Bit Delta Counter without Flag , Frozen Counter - All Variations Bit Frozen Counter , Bit Frozen Counter , Bit Frozen Delta Counter 58 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

67 OBJECT REQUEST (slave must parse) RESPONSE (master must parse) Obj Var Description Func Codes (dec) Qual Codes (hex) Func Codes Qual Codes (hex) Bit Frozen Delta Counter Bit Frozen Counter with Time of Freeze Bit Frozen Counter with Time of Freeze Bit Frozen Delta Counter with Time of Freeze Bit Frozen Delta Counter with Time of Freeze Bit Frozen Counter without Flag , Bit Frozen Counter without Flag , Bit Frozen Delta Counter without Flag Bit Frozen Delta Counter without Flag 22 0 Counter Change Event - All Variations 1 06,07, Bit Counter Change Event without Time , Bit Counter Change Event without Time , Bit Delta Counter Change Event without Time Bit Delta Counter Change Event without Time Bit Counter Change Event with Time Bit Counter Change Event with Time Bit Delta Counter Change Event with Time Bit Delta Counter Change Event with Time 23 0 Frozen Counter Event - All Variations Bit Frozen Counter Event without Time Bit Frozen Counter Event without Time Bit Frozen Delta Counter Event without Time Bit Frozen Delta Counter Event without Time Bit Frozen Counter Event with Time Bit Frozen Counter Event with Time Bit Frozen Delta Counter Event with Time Bit Frozen Delta Counter Event with Time 30 0 Analog Input - All Variations Bit Analog Input , Bit Analog Input , Bit Analog Input without Flag , Bit Analog Input without Flag , 01 Copyright 2009 QEI, Inc. SCADA (ecap II Models) 59

68 UG-1065 OBJECT REQUEST (slave must parse) RESPONSE (master must parse) Obj Var Description Func Codes (dec) Qual Codes (hex) Func Codes Qual Codes (hex) 31 0 Frozen Analog Input - All Variations Bit Frozen Analog Input Bit Frozen Analog Input Bit Frozen Analog Input with Time of Freeze Bit Frozen Analog Input with Time of Freeze Bit Frozen Analog Input without Flag Bit Frozen Analog Input without Flag 32 0 Analog Change Event - All Variations 1 06,07, Bit Analog Change Event without Time , Bit Analog Change Event without Time , Bit Analog Change Event with Time Bit Analog Change Event with Time 33 0 Frozen Analog Event - All Variations Bit Frozen Analog Event without Time Bit Frozen Analog Event without Time Bit Frozen Analog Event with Time Bit Frozen Analog Event with Time 40 0 Analog Output Status - All Variations Bit Analog Output Status Bit Analog Output Status , Analog Output Block - All Variations Bit Analog Output Block Bit Analog Output Block 3, 4, 5, 6 17, echo of request 50 0 Time and Date - All Variations 50 1 Time and Date 1,2 07 where quantity = Time and Date with Interval 51 0 Time and Date CTO - All Variations 51 1 Time and Date CTO , quantity= Unsynchronized Time and Date CTO , quantity= Time Delay - All Variations 60 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

69 OBJECT REQUEST (slave must parse) RESPONSE (master must parse) Obj Var Description Func Codes (dec) Qual Codes (hex) Func Codes Qual Codes (hex) 52 1 Time Delay Coarse , quantity= Time Delay Fine , quantity= Class 0 Data Class 1 Data 1 06,07, Class 2 Data 1 06,07, Class 3 Data 1 06,07, File Identifier 80 1 Internal Indications Storage Object 82 1 Device Profile 83 1 Private Registration Object 83 2 Private Registration Object Descriptor 90 1 Application Identifier Short Floating Point Long Floating Point Extended Floating Point Small Packed Binary-Coded Decimal Medium Packed Binary-Coded Decimal Large Packed Binary-Coded Decimal No Object 13 No Object 23 (see 4.14) index=7 Copyright 2009 QEI, Inc. SCADA (ecap II Models) 61

70 UG-1065 Basic Input Data Registers Analog Points Object / Variation / Class Parameter 30/4/0 OR 32/2/2 Secondary Voltage (1 phase) Volts 30/4/0 OR 32/2/2 Voltage with Expected Delta (1 phase) Volts 30/4/0 OR 32/2/2 Current (1 phase) 2 Amps 30/4/0 OR 32/2/2 KW (1 phase x3) 3 Units 30/4/0 OR 32/2/2 kvar (1 phase x3) 4 Units 30/4/0 OR 32/2/2 kva (1 phase x3) 5 Units 30/4/0 OR 32/2/2 Power Factor % 30/4/0 OR 32/2/2 Phase Angle 7 Degrees Point Address Units Range 30/4/0 OR 32/2/2 Neutral Current or Voltage 8 Amps or Volts 30/4/0 OR 32/2/2 Temperature 9 Degrees F or C 30/4/0 OR 32/2/2 Number of Operations Today 10 30/4/0 OR 32/2/3 Number of Switch Operations (Totalizer) 11 30/4/0 OR 32/2/3 Current Time Period 12 Defined as Close to Open Defined as Close to Open 0 = Continuous, 1,2,3, 4 = Unscheduled 30/4/0 OR 32/2/3 Current Season 13 1, 2, 3, 4 30/4/0 OR 32/2/3 Reason for Last Operation 14 See Note 1 30/2/0 OR 32/2/3 Switch State After Last Operation 15 0 = Open, 1= Close, 2= Unknown 30/4/0 OR 32/2/3 Last SCADA Command Received 16 See Note 2 30/4/0 OR 32/2/3 Last SCADA Command Point Number 17 Units 30/4/0/ OR 32/2/3 Last SCADA Command Set Point Value 18 Units 30/4 Cap Discharge/Manual Timer 19 Seconds 30/4 Transient Timer 20 Seconds 30/4 Anti-Hunt Timer 21 Seconds 30/4 Neutral Timer 22 Seconds 30/4 Low Current Override Timer 23 Seconds 30/4 Reverse Power Override Timer 24 Seconds 30/4 THD Override Timer 25 Seconds 62 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

71 30/4 Firmware Version 26 Units 30/4 Server Firmware Version 27 Units Note 1: Reason for the Last Switch Operation Value Description 0 No Operation 1 Manual Operation 2 Remote (SCADA) Operation 3 Strategy Voltage Limits 4 Strategy Temperature Limits 5 Strategy Current Limits 6 Strategy kvar Limits 7 Strategy kw Limits 8 Strategy Power Factor Limits 9 Strategy Always Open 10 Strategy Always Closed 11 Emergency Voltage Override 12 Strategy Voltage Override 13 DOW Override 14 DOW Voltage Override 15 Holiday Override 16 Holiday Voltage Override 17 Neutral Current Operation 18 Reverse Power Operation 19 THD Operation 20 Minimum Current Override 21 Lockout Maximum Daily Operations 22 Lockout Anti-Hunt Operations 23 Unit Power-Up 24 Switching Error Check Note 2: Last SCADA Command Received 0 No Command Received Value Description 1 Open/Trip 2 Close 3 Set Point Copyright 2009 QEI, Inc. SCADA (ecap II Models) 63

72 UG-1065 Basic Input Data Registers Status Points Object/ Variation/ Class Point Name Point Address Description 01/1/0 OR 02/2/1 Cap Bank Switch Open / Close 0 0 = Open, 1 = Closed 01/1/0 OR 02/2/1 Remote Mode 1 0 = Auto, 1 = Remote 01/1/0 OR 02/2/1 Auto/Manual Switch State 2 01/1/0 OR 02/2/3 Open Operation Pending 3 0 = No, 1 = Yes 01/1/0 OR 02/2/3 Close Operation Pending 4 0 = No, 1 = Yes 01/1/0 OR 02/2/3 Control in Lockout Mode 5 0 = No, 1 = Yes 0 = Auto, 1 = Manual (Manual Sets IIN Local Bit) 01/1/0 OR 02/2/3 Switch State Unknown 6 0 = Known, 1 = Unknown 01/1/0 OR 02/2/3 SCADA Voltage Override Active 7 0 = Inactive, 1 = Active 01/1/0 OR 02/2/3 Emergency Voltage Override Active 8 0 = Inactive, 1 = Active 01/1/0 OR 02/2/3 Holiday Active 9 0 = Not Holiday, 1 = Holiday 01/1/0 OR 02/2/3 Neutral Current/Voltage Threshold Exceeded 10 0 = No, 1 = Yes 01/1/0 OR 02/2/3 Reverse Power Operation Active 11 0 = Inactive, 1 = Active 01/1/0 OR 02/2/3 Low Current Inhibit Active 12 0 = Inactive, 1 = Active 01/1/0 OR 02/2/3 Total Harmonic Distortion Active 13 0 = Inactive, 1 = Active 01/1/0 OR 02/2/3 Emergency Voltage Override Enable 14 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/1 Delta Voltage Learn Enable 15 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/1 Anti-Hunt Enable 16 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/1 Maximum Operations Daily Enable 17 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/1 Neutral Current/Voltage Override Enable 18 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/3 Reverse Power Override Enable 19 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/3 Low Current Override Enable 20 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/3 Total Harmonic Distortion Override Enable 21 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/3 Auto-Remote Timeout Enable 22 0 = Disabled, 1 = Enabled 01/1/0 OR 02/2/3 SCADA Voltage Override Enable 23 0 = Disabled, 1 = Enabled 64 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

73 01/1/0 OR 02/2/3 Spare /1/0 OR 02/2/3 Spare 1 25 Copyright 2009 QEI, Inc. SCADA (ecap II Models) 65

74 UG-1065 Basic Output Data Registers Control Points Object / Variation Point Name Point Address Operation Type 12/1 Cap Bank Switch Trip/Close 0 Pulse or Latched 12/1 Remote Mode / Auto Mode 1 Pulse or Latched 12/1 Delta Voltage Learn Enable 2 Pulse or Latched 12/1 Anti-Hunt Enable 3 Pulse or Latched 12/1 Maximum Daily Operations Enable 12/1 Emergency Voltage Operation Enable 12/1 Neutral Current/Voltage Operation Lockout Always Open Enable 12/1 Neutral Current/Voltage Operation Enable 12/1 Low Current Operation Enable 12/1 Reverse Power Operation Enable 12/1 Total Harmonic Distortion Operation Enable 4 Pulse or Latched 5 Pulse or Latched 6 Pulse or Latched 7 Pulse or Latched 8 Pulse or Latched 9 Pulse or Latched 10 Pulse or Latched 12/1 Auto-Remote Timeout Enable 11 Pulse or Latched 12/1 SCADA Override Enable 12 Pulse or Latched 12/1 Reset Daily Operations Counter 13 Pulse or Latched Description Off = Trip On = Close Off = Auto On = Remote Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Lockout Open Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Disabled On = Enabled Off = Ignored On = Reset Counter to 0 Operation Conditions Auto-Manual (Status Input 5) must be 0 (Auto) and Cap Bank Switch Closed/Open (Status Input 1) must be On. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. 66 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

75 Operating Parameter Registers Analog Outputs Object / Variation Parameter Point Address Units Range 41 / 2 Reserved 0 N/A N/A 41 / 2 41 / 2 41 / 2 Auto/Remote Timeout 1 Seconds Random Startup Time 2 Seconds Switching Delta Voltage Open Volts 41 / 2 Switching Delta Voltage Close Volts 41 / 2 Delta Voltage Clamp Limit Volts 41 / 2 Delta Voltage Sample Time After Switch Operation 6 Seconds 41 / 2 41 / 2 Strategy Tracking Time Low 7 Seconds Strategy Tracking Time High 8 Seconds 41 / 2 Emergency Voltage Tracking Time Low 9 Seconds 41 / 2 Emergency Voltage Tracking Time High 10 Seconds 41 / 2 Switch Drive Time 11 Seconds 41 / 2 Manual Walk Away Time Open 12 Seconds 41 / 2 Manual Walk Away Time Close 13 Seconds 41 / 2 Number of Max Ops Daily / 2 Anti-Hunt Max Number of Consecutive Operations 15 Close to Open Operation Close to Open Operation 41 / 2 Anti-Hunt Time Between Operations 16 Minutes 41 / 2 Neutral Current Threshold 17 Amps 41 / 2 Neutral Voltage Threshold 18 Volts 41 / 2 Neutral Threshold Time 19 Seconds 41 / 2 Low Current Override Threshold 20 Seconds 41 / 2 Emergency Voltage Limit Low Volts 41 / 2 Emergency Voltage Limit High Volts 41 / 2 Reverse Power Override Threshold 23 Watts 41 / 2 Reverse Power Tracking Time 24 Seconds Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default 10 See Note 2 Default = Default = Default= Default = Default = Default = Default = (-1440) Default= Default=120 Copyright 2009 QEI, Inc. SCADA (ecap II Models) 67

76 UG / 2 Reverse Power Voltage Limit Low Volts 41 / 2 Reverse Power Voltage Limit High Volts 41 / 2 THD Emergency High Threshold % 41 / 2 THD Threshold % 41 / 2 THD Emergency Tracking Time 29 Seconds 41 / 2 41 / 2 41 / 2 THD Tracking Time 30 Seconds THD Retry Time 31 Seconds THD Number of Retries 32 Units 41 / 2 Voltage Override Limit Low (Close) Season Volts 41 / 2 Voltage Override Limit High (Open) Season Volts 41 / 2 Voltage Override Limit Low (Close) Season Volts 41 / 2 Voltage Override Limit High (Open) Season Volts 41 / 2 Voltage Override Limit Low (Close) Season Volts 41 / 2 Voltage Override Limit High (Open) Season Volts 41 / 2 Voltage Override Limit Low (Close) Season Volts 41 / 2 Voltage Override Limit High (Open) Season Volts 41 / 2 Analog Input Deadband Secondary Voltage Volts 41 / 2 Analog Input Deadband Voltage with Delta Volts 41 / 2 Analog Input Deadband Current 43 Amps 41 / 2 Analog Input Deadband kw 44 KW 41 / 2 Analog Input Deadband kvar 45 KVAr 41 / 2 Analog Input Deadband kva 46 KVA 41 / 2 Analog Input Deadband Power Factor / 2 Analog Input Deadband Phase Angle 48 Degrees 41 / 2 Analog Input Deadband Neutral Current 49 Amps 41 / 2 Analog Input Deadband Temperature 50 Degrees C or F Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = 5 68 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

77 41 / 2 Analog Input Deadband Number of Switch Operations Today / 2 Analog Input Deadband Number of Switch Operations (Totalizer) / 2 Analog Input Deadband Current Time Period / 2 Analog Input Deadband Current Season / 2 Analog Input Deadband Reason for Last Operation /2 Analog Input Deadband Switch State After Last Operation / 2 Analog Input Deadband Last SCADA Command / 2 Analog Input Deadband Last SCADA Command Point Number / 2 Analog Input Deadband Last SCADA Command Set Point Value / 2 Analog Input Deadband Cap Discharge/Manual Timer / 2 Analog Input Deadband Transient Timer / 2 Analog Input Deadband Anti-Hunt Timer / 2 Analog Input Deadband Neutral Timer /2 Analog Input Deadband Low Current Override Timer /2 Analog Input Deadband Reverse Power Override Timer /2 Analog Input Deadband THD Override Timer / 2 Analog Input Deadband ecap Firmware Version / 2 Analog Input Deadband DNP3 Version Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Note 1: Anti-Hunt Operation Time Analog Output Value Minutes Copyright 2009 QEI, Inc. SCADA (ecap II Models) 69

78 UG QUICS IV ecap2 Protocol Profile Document Date: 06/01/2009 Version 1.01 Value UnitIDs for the Quics IV protocol are 1 to is reserved for an all-call address. Opcodes Supported Hex Command 01 Upset/Reset Poll 02 Upset/No Reset Poll 09 All Data Poll 0A Control Point Select 0B Control Point Execute Trip 0C Control Point Execute Close Analog Points Point Address Parameter Units Scaling 0 Secondary Voltage (1 phase) 0.1 Volts 1 1 Voltage with Expected Delta (1 phase) 0.1 Volts 1 2 Current (1 phase) Amps 1 3 KW (1 phase x3) Units 16 4 kvar (1 phase x3) Units 16 5 kva (1 phase x3) Units 16 6 Power Factor 0.1 % 1 7 Phase Angle Degrees 1 8 Neutral Current or Voltage Amps or Volts 1 9 Temperature Degrees F or C 2 10 Number of Operations Today Defined as Close to Open 1 11 Number of Switch Operations (Totalizer) 12 Current Time Period Defined as Close to Open 1 0 = Continuous, 1,2,3, 4 = Unscheduled 1 13 Current Season 1, 2, 3, Reason for Last Operation See Note Switch State After Last Operation 0 = Open, 1 = Close, 2 = Unknown 1 16 Last SCADA Command Received See Note Last SCADA Command Point Number Units 1 18 Last SCADA Command Set Point Value Units 1 19 Cap Discharge/Manual Timer Seconds 1 20 Transient Timer Seconds 1 21 Anti-Hunt Timer Seconds 1 22 Neutral Timer Seconds 1 70 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

79 23 Low Current Override Timer Seconds 1 24 Reverse Power Override Timer Seconds 1 25 Spare 26 Firmware Version Units 1 27 Server Firmware Version Units 1 Note 1: Reason for the Last Switch Operation Value Description 0 No Operation 1 Manual Operation 2 Remote (SCADA) Operation 3 Strategy Voltage Limits 4 Strategy Temperature Limits 5 Strategy Current Limits 6 Strategy kvar Limits 7 Strategy kw Limits 8 Strategy Power Factor Limits 9 Strategy Always Open 10 Strategy Always Closed 11 Emergency Voltage Override 12 Strategy Voltage Override 13 DOW Override 14 DOW Voltage Override 15 Holiday Override 16 Holiday Voltage Override 17 Neutral Current Operation 18 Reverse Power Operation 19 Reserved 20 Minimum Current Override 21 Lockout Maximum Daily Operations 22 Lockout Anti-Hunt Operations 23 Unit Power-Up 24 Switching Error Check Note 2: Last SCADA Command Received 0 No Command Received Value Description 1 Open/Trip 2 Close 3 Set Point Copyright 2009 QEI, Inc. SCADA (ecap II Models) 71

80 UG-1065 Status Points Point Address Point Name Description 0 Cap Bank Switch Open / Close 0 = Open, 1 = Closed 1 Remote Mode 0 = Auto, 1 = Remote 2 Auto/Manual Switch State 0 = Auto, 1 = Manual (Manual Sets IIN Local Bit) 3 Open Operation Pending 0 = No, 1 = Yes 4 Close Operation Pending 0 = No, 1 = Yes 5 Control in Lockout Mode 0 = No, 1 = Yes 6 Switch State Unknown 0 = Known, 1 = Unknown 7 SCADA Voltage Override Active 0 = Inactive, 1 = Active 8 Emergency Voltage Override Active 0 = Inactive, 1 = Active 9 Holiday Active 0 = Not Holiday, 1 = Holiday 10 Neutral Current/Voltage Threshold Exceeded 0 = No, 1 = Yes 11 Reverse Power Operation Active 0 = Inactive, 1 = Active 12 Low Current Inhibit Active 0 = Inactive, 1 = Active 13 Spare 14 Emergency Voltage Override Enable 0 = Disabled, 1 = Enabled 15 Delta Voltage Learn Enable 0 = Disabled, 1 = Enabled 16 Anti-Hunt Enable 0 = Disabled, 1 = Enabled 17 Maximum Operations Daily Enable 0 = Disabled, 1 = Enabled 18 Neutral Current/Voltage Override Enable 0 = Disabled, 1 = Enabled 19 Reverse Power Override Enable 0 = Disabled, 1 = Enabled 20 Low Current Override Enable 0 = Disabled, 1 = Enabled 21 Spare 22 Auto-Remote Timeout Enable 0 = Disabled, 1 = Enabled 23 SCADA Voltage Override Enable 0 = Disabled, 1 = Enabled 24 Spare 0 25 Spare 1 72 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

81 Control Points Point Address Point Name Description 0 Cap Bank Switch Trip/Close Trip = Open Bank Close = Close Bank 1 Remote Mode / Auto Mode Trip = Auto Close = Remote 2 Delta Voltage Learn Enable Trip = Disabled Close = Enabled 3 Anti-Hunt Enable Trip = Disabled Close = Enabled 4 Maximum Daily Operations Enable 5 Emergency Voltage Operation Enable 6 Neutral Current/Voltage Operation Lockout Always Open Enable 7 Neutral Current/Voltage Operation Enable 8 Low Current Operation Enable 9 Reverse Power Operation Enable 10 Spare Trip = Disabled Close = Enabled Trip = Disabled Close = Enabled Trip = Disabled Close = Lockout Open Trip = Disabled Close Enabled Trip = Disabled Close = Enabled Trip = Disabled Close = Enabled 11 Auto-Remote Timeout Enable Trip = Disabled Close = Enabled 12 SCADA Override Enable Trip = Disabled Close = Enabled 13 Reset Daily Operations Counter Trip = Ignored Close = Reset Counter to 0 Operation Conditions Auto-Manual (Status Input 5) must be 0 (Auto) and Cap Bank Switch Closed/Open (Status Input 1) must be On. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Copyright 2009 QEI, Inc. SCADA (ecap II Models) 73

82 UG-1065 Set Points Object / Variation Parameter Units Range 0 Reserved N/A N/A Auto/Remote Timeout Random Startup Time Switching Delta Voltage Open 4 Switching Delta Voltage Close 5 Delta Voltage Clamp Limit 6 Delta Voltage Sample Time After Switch Operation 7 8 Strategy Tracking Time Low Strategy Tracking Time High 9 Emergency Voltage Tracking Time Low 10 Emergency Voltage Tracking Time High 11 Switch Drive Time 12 Manual Walk Away Time Open 13 Manual Walk Away Time Close 14 Number of Max Ops Daily 15 Anti-Hunt Max Number of Consecutive Operations 16 Anti-Hunt Time Between Operations 17 Neutral Current Threshold Seconds Seconds 0.1 Volts 0.1 Volts 0.1 Volts Seconds Seconds Seconds Seconds Seconds Seconds Seconds Seconds Close to Open Operation Close to Open Operation Minutes Amps 18 Neutral Voltage Threshold Volts 19 Neutral Threshold Time Seconds 20 Low Current Override Threshold 21 Emergency Voltage Limit Low 22 Emergency Voltage Limit High 23 Reverse Power Override Threshold 24 Reverse Power Tracking Time Seconds 0.1 Volts 0.1 Volts Watts Seconds Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default 10 See Note 2 Default = Default = Default= Default = Default = Default = Default = (-1440) Default= Default= SCADA (ecap II Models) Copyright 2009 QEI, Inc.

83 25 Reverse Power Voltage Limit Low 26 Reverse Power Voltage Limit High 27 Spare 28 Spare 29 Spare 30 Spare 31 Spare 32 Spare 33 Voltage Override Limit Low (Close) Season 1 34 Voltage Override Limit High (Open) Season 1 35 Voltage Override Limit Low (Close) Season 2 36 Voltage Override Limit High (Open) Season 2 37 Voltage Override Limit Low (Close) Season 3 38 Voltage Override Limit High (Open) Season 3 39 Voltage Override Limit Low (Close) Season 4 40 Voltage Override Limit High (Open) Season 4 41 Analog Input Deadband Secondary Voltage 42 Analog Input Deadband Voltage with Delta 43 Analog Input Deadband Current 44 Analog Input Deadband kw 45 Analog Input Deadband kvar 46 Analog Input Deadband kva 47 Analog Input Deadband Power Factor 48 Analog Input Deadband Phase Angle 49 Analog Input Deadband Neutral Current 50 Analog Input Deadband Temperature 51 Analog Input Deadband Number of Switch Operations Today 1 52 Analog Input Deadband Number of Switch Operations (Totalizer) Volts 0. 1Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts Amps KW KVAr KVA Degrees Amps Degrees C or F Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = 1 Copyright 2009 QEI, Inc. SCADA (ecap II Models) 75

84 UG Analog Input Deadband Current Time Period 1 54 Analog Input Deadband Current Season 1 55 Analog Input Deadband Reason for Last Operation 1 56 Analog Input Deadband Switch State After Last Operation 1 57 Analog Input Deadband Last SCADA Command 1 58 Analog Input Deadband Last SCADA Command Point Number 1 59 Analog Input Deadband Last SCADA Command Set Point Value 1 60 Analog Input Deadband Cap Discharge/Manual Timer Analog Input Deadband Transient Timer Analog Input Deadband Anti-Hunt Timer Analog Input Deadband Neutral Timer Analog Input Deadband Reverse Power Override Timer Spare 66 Analog Input Deadband ecap Firmware Version Analog Input Deadband DNP3 Version Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Note 1: Anti-Hunt Operation Time Analog Output Value Minutes Modbus ecap2 Protocol Profile Document Date: 07/29/2009 Version 1.00 Value UnitIDs for the Modbus protocol are 1 to is reserved for an all-call address. Opcodes Supported Hex Command 01 Read Coil Status Always Returns 16 Bits of the Value 0 02 Read Input Status (10xxx) 03 Read Holding Registers (40xxx) 76 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

85 04 Read Input Registers (30xxx) 05 Force Single Coil (0xxx) 06 Preset Single Register (40xxx) Exception Codes Supported Illegal Opcode 01 Illegal Address 02 Illegal Data 03 Read Input Status 10xxx Opcode 2 Total 26 Input Status Points These Points are Filterable through SmartwareII Input Status Point Name Description Cap Bank Switch Open / Close 0 = Open, 1 = Closed Remote Mode 0 = Auto, 1 = Remote Auto/Manual Switch State 0 = Auto, 1 = Manual (Manual Sets IIN Local Bit) Open Operation Pending 0 = No, 1 = Yes Close Operation Pending 0 = No, 1 = Yes Control in Lockout Mode 0 = No, 1 = Yes Switch State Unknown 0 = Known, 1 = Unknown SCADA Voltage Override Active 0 = Inactive, 1 = Active Emergency Voltage Override Active 0 = Inactive, 1 = Active Holiday Active 0 = Not Holiday, 1 = Holiday Neutral Current/Voltage Threshold Exceeded 0 = No, 1 = Yes Reverse Power Operation Active 0 = Inactive, 1 = Active Low Current Inhibit Active 0 = Inactive, 1 = Active Spare Emergency Voltage Override Enable 0 = Disabled, 1 = Enabled Delta Voltage Learn Enable 0 = Disabled, 1 = Enabled Anti-Hunt Enable 0 = Disabled, 1 = Enabled Maximum Operations Daily Enable 0 = Disabled, 1 = Enabled Neutral Current/Voltage Override Enable 0 = Disabled, 1 = Enabled Reverse Power Override Enable 0 = Disabled, 1 = Enabled Low Current Override Enable 0 = Disabled, 1 = Enabled Spare Auto-Remote Timeout Enable 0 = Disabled, 1 = Enabled SCADA Voltage Override Enable 0 = Disabled, 1 = Enabled Spare Spare 1 Input Registers (Analog)16-Bit 30XXX Copyright 2009 QEI, Inc. SCADA (ecap II Models) 77

86 UG-1065 Opcode 4 Total 30 Registers Register These Points are Not Filterable through SmartwareII Bit Number Point Name Description 0 Cap Bank Switch Open / Close 0 = Open, 1 = Closed 1 Remote Mode 0 = Auto, 1 = Remote 2 Auto/Manual Switch State 0 = Auto, 1 = Manual (Manual Sets IIN Local Bit) 3 Open Operation Pending 0 = No, 1 = Yes 4 Close Operation Pending 0 = No, 1 = Yes 5 Control in Lockout Mode 0 = No, 1 = Yes 6 Switch State Unknown 0 = Known, 1 = Unknown 7 SCADA Voltage Override Active 0 = Inactive, 1 = Active 8 Emergency Voltage Override Active 0 = Inactive, 1 = Active 9 Holiday Active 0 = Not Holiday, 1 = Holiday 10 Neutral Current/Voltage Threshold Exceeded 0 = No, 1 = Yes 11 Reverse Power Operation Active 0 = Inactive, 1 = Active 12 Low Current Inhibit Active 0 = Inactive, 1 = Active 13 Spare 14 Emergency Voltage Override Enable 0 = Disabled, 1 = Enabled 15 Delta Voltage Learn Enable 0 = Disabled, 1 = Enabled Register SCADA (ecap II Models) Copyright 2009 QEI, Inc.

87 These Points are Not Filterable through SmartwareII Bit Number Point Name Description 0 Anti-Hunt Enable 0 = Disabled, 1 = Enabled 1 Maximum Operations Daily Enable 0 = Disabled, 1 = Enabled 2 Neutral Current/Voltage Override Enable 0 = Disabled, 1 = Enabled 3 Reverse Power Override Enable 0 = Disabled, 1 = Enabled 4 Low Current Override Enable 0 = Disabled, 1 = Enabled 5 Spare 6 Auto-Remote Timeout Enable 0 = Disabled, 1 = Enabled 7 SCADA Voltage Override Enable 0 = Disabled, 1 = Enabled 8 Spare 0 9 Spare 1 These Points are Filterable through SmartwareII Register Number Parameter Units Secondary Voltage (1 phase) 0.1 Volts Voltage with Expected Delta (1 phase) 0.1 Volts Current (1 phase) Amps KW (1 phase x3) Units kvar (1 phase x3) Units kva (1 phase x3) Units Power Factor 0.1 % Phase Angle Degrees Neutral Current or Voltage Amps or Volts Temperature Degrees F or C Number of Operations Today Defined as Close to Open Number of Switch Operations (Totalizer) Defined as Close to Open Current Time Period 0 = Continuous, 1,2,3, 4 = Unscheduled Current Season 1, 2, 3, Reason for Last Operation See Note Switch State After Last Operation 0 = Open, 1 = Close, 2 = Unknown Last SCADA Command Received See Note Last SCADA Command Point Number Units Last SCADA Command Set Point Value Units Cap Discharge/Manual Timer Seconds Transient Timer Seconds Copyright 2009 QEI, Inc. SCADA (ecap II Models) 79

88 UG Anti-Hunt Timer Seconds Neutral Timer Seconds Low Current Override Timer Seconds Reverse Power Override Timer Seconds Spare Firmware Version Units Server Firmware Version Units Note 1: Reason for the Last Switch Operation Value Description 0 No Operation 1 Manual Operation 2 Remote (SCADA) Operation 3 Strategy Voltage Limits 4 Strategy Temperature Limits 5 Strategy Current Limits 6 Strategy kvar Limits 7 Strategy kw Limits 8 Strategy Power Factor Limits 9 Strategy Always Open 10 Strategy Always Closed 11 Emergency Voltage Override 12 Strategy Voltage Override 13 DOW Override 14 DOW Voltage Override 15 Holiday Override 16 Holiday Voltage Override 17 Neutral Current Operation 18 Reverse Power Operation 19 Reserved 20 Minimum Current Override 21 Lockout Maximum Daily Operations 22 Lockout Anti-Hunt Operations 23 Unit Power-Up 24 Switching Error Check Note 2: Last SCADA Command Received Value Description 0 No Command Received 1 Open/Trip 2 Close 3 Set Point Output Coils 80 SCADA (ecap II Models) Copyright 2009 QEI, Inc.

89 Opcode 5 / Write Coil Opcode 1 / Read Coil (Returns 16 Bits and the Value is Always 0) Data Value 65,180 or FF00 Hex Closes the Coil and 0 Opens the Coil. All Other Values are Illegal and Will Not Operate the Coil Coil Number Point Name Description 1 Cap Bank Switch Trip/Close Trip = Open Bank Close = Close Bank 2 Remote Mode / Auto Mode Trip = Auto Close = Remote 3 Delta Voltage Learn Enable Trip = Disabled Close = Enabled 4 Anti-Hunt Enable Trip = Disabled Close = Enabled 5 Maximum Daily Operations Enable 6 Emergency Voltage Operation Enable 7 Neutral Current/Voltage Operation Lockout Always Open Enable 8 Neutral Current/Voltage Operation Enable 9 Low Current Operation Enable 10 Reverse Power Operation Enable 11 Spare Trip = Disabled Close = Enabled Trip = Disabled Close = Enabled Trip = Disabled Close = Lockout Open Trip = Disabled Close Enabled Trip = Disabled Close = Enabled Trip = Disabled Close = Enabled 12 Auto-Remote Timeout Enable Trip = Disabled Close = Enabled 13 SCADA Override Enable Trip = Disabled Close = Enabled 14 Reset Daily Operations Counter Trip = Ignored Close = Reset Counter to 0 Operation Conditions Auto-Manual (Status Input 5) must be 0 (Auto) and Cap Bank Switch Closed/Open (Status Input 1) must be On. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Auto-Manual (Status Input 5) must be Off. Copyright 2009 QEI, Inc. SCADA (ecap II Models) 81

90 UG-1065 Opcode 6 / Write Value Opcode 3 / Read Value Total 41 Registers Input Holding Registers (Set Points) 16-Bit 40XXX Register Number Parameter Units Range Reserved N/A N/A Auto/Remote Timeout Random Startup Time Switching Delta Voltage Open Switching Delta Voltage Close Delta Voltage Clamp Limit Delta Voltage Sample Time After Switch Operation Strategy Tracking Time Low (Close) Strategy Tracking Time High (Open) Emergency Voltage Tracking Time Low Emergency Voltage Tracking Time High Switch Drive Time Manual Walk Away Time Open Manual Walk Away Time Close Number of Max Ops Daily Anti-Hunt Max Number of Consecutive Operations Anti-Hunt Time Between Operations Neutral Current Threshold Seconds Seconds 0.1 Volts 0.1 Volts 0.1 Volts Seconds Seconds Seconds Seconds Seconds Seconds Seconds Seconds Close to Open Operation Close to Open Operation Minutes Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = Default 10 See Note 2 Default = SCADA (ecap II Models) Copyright 2009 QEI, Inc. Amps Neutral Voltage Threshold Volts Neutral Threshold Time Seconds Low Current Override Threshold Emergency Voltage Limit Low Emergency Voltage Limit High Amps 0.1 Volts 0.1 Volts Default = Default= Default = Default = Default = Default = 1290

91 40024 Reverse Power Override Threshold Reverse Power Tracking Time Reverse Power Voltage Limit Low Reverse Power Voltage Limit High Spare Spare Spare Spare Spare Spare Voltage Override Limit Low (Close) Season Voltage Override Limit High (Open) Season Voltage Override Limit Low (Close) Season Voltage Override Limit High (Open) Season Voltage Override Limit Low (Close) Season Voltage Override Limit High (Open) Season Voltage Override Limit Low (Close) Season Voltage Override Limit High (Open) Season 4 Amps Seconds 0.1 Volts 0. 1Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0.1 Volts 0-(-1440) Default= Default= Default = Default = Default = Default = Default = Default = Default = Default = Default = Default = 1290 Note 1: Anti-Hunt Operation Time Analog Output Value Minutes 12. SmartWare II Copyright 2009 QEI, Inc. SmartWare II 83

92 UG-1065 The SmartWare II software is used to configure and monitor QEI s latest generation of Capacitor Bank Controllers, the MCapII and ecapii. Using SmartWare II, a user can create or modify a configuration and send it to a controller, read a controller s current configuration, save or load a configuration to/from a file, monitor a controller s current operation, and retrieve a controller s historical data. Maintenance operations can also be performed on a controller. An overview of the controller s operation is given below. A more detailed explanation, as well as an explanation of configuration parameter settings, can be found in other sections of this manual. *** IMPORTANT *** It is important to install the SmartWare II software on a PC before connecting a Cap Controller to the PC. The SmartWare II setup procedure installs the USB drivers required to communicate with the controller. Failure to put in the SmartWare II software first will result in an incorrect USB driver installation. In that situation, the incorrect USB driver must be uninstalled before the SmartWare II software containing the correct USB drivers can be installed. 84 SmartWare II Copyright 2009 QEI, Inc.

93 12.1. Switching Strategies The MCapII / ECapII controls use a switching strategy with overrides to control a capacitor bank. A user can configure switching strategies for up to 4 seasons. A season is configured by setting the starting month and day for that season. The seasons must be continuous. If only one season is configured, it is declared to start on 01/01 and end on 12/31. Daylight Saving Time is supported; it can be enabled or disabled, and the starting and ending DST dates can be specified. Each season defines a 24-hour time period. This can be configured as a continuous time period or have 1 to 3 scheduled time periods and an unscheduled time period. Time periods do not have to be continuous. For each scheduled or unscheduled time period the user can specify a switching strategy or have the bank remain opened, remain closed, or stay in its current state (no operation). The following bank states and switching strategies are available: No Operation Always Opened Always Closed Voltage Temperature Current kvar KW Power Factor The default configuration is to have 1 season with a continuous time period and a voltage switching strategy Seasonal Overrides Each season has a strategy voltage override and a day of the week override. For each bank state, switching strategy (except voltage), or day of the week override, the user can enable or disable the strategy voltage override. The user should differentiate between the strategy voltage override and the global Emergency Voltage override. There is one strategy voltage override for each season which effects only the time periods and days of the week in that season. The Emergency Voltage override affects all seasons at all times. Voltage Override - When the voltage override option is enabled the controller monitors the line voltage along with the predictive voltage change (the configuration parameters for the predictive voltage change can be found with the hardware configuration parameters). If the line voltage exceeds a voltage override limit, the current switching strategy is ignored and a bank operation occurs. The voltage override also includes an inhibit function. If the controller decides to perform a bank operation due to a strategy or other override condition, and performing that operation would cause the predicted change in voltage to violate a voltage override limit, the operation is prohibited. Copyright 2009 QEI, Inc. SmartWare II 85

94 UG-1065 Day-of-the-Week (DOW) Override This override can be used to set the bank state on a particular day of the week throughout the entire season. The options for each day are to None, Always Open, and Always Closed. For the Always Open or Always Closed option, the strategy voltage override can be enabled Global Overrides The following global overrides are available, and if enabled, are in effect for all seasons and all time periods. Emergency Voltage - As stated, there is one set of emergency voltage limits for all seasons, and when enabled, the limits are always in effect. If the line voltage exceeds the Hi Limit the controller opens the bank. If the line voltage is less than the Lo Limit the control closes the bank. The Anti-Hunt override is ignored for the emergency voltage override (the Anti-Hunt override is not ignored for the strategy voltage override). However, the cap discharge delay time (a timing parameter) is always in effect. Anti-Hunt - If strategy limits are set too tight it is possible that the controller will oscillate between the open and close state. When Anti-Hunting is enabled the controller cannot operate any faster than the Anti-Hunt Time. Anti-Hunting is not in effect if the bank switching is caused by emergency voltage, manual, or SCADA operations. A timer is started after a bank switch operation. A switch operation is defined when the bank moves from the closed state to the open state. The anti-hunt counter is incremented if another switch operation is requested before the timer expires. If the counter exceeds the Anti-Hunt Max Operations limit, the controller locks out. The lockout can be reset using a SCADA command or by switching the auto/manual switch to the manual position. Max Operations Per Day - When this option is enabled the controller limits the number of switch operations between the times of 00:00 to 23:59. If the max operations limit is exceeded no further bank operations are allowed for that day. The controller resets back to normal operation at midnight. Neutral Current/Voltage - When this override is enabled the controller detects when the neutral current/voltage has exceeded the configured threshold limit. If the bank is open the controller closes the bank. If the bank is closed the controller opens the bank. Retries can be configured. If so, the controller operates the bank after a configured delay period and then samples the neutral current/voltage. If the value has fallen below the threshold limit the controller returns to normal operation. If the value is still above the threshold limit, the controller will wait and try again. This continues until a retry counter is exceeded. The controller then ceases all operations and locks out. The controller can be configured to lockout in the open position. If the number of retries is set to zero the controller will lockout on the first neutral override operation. 86 SmartWare II Copyright 2009 QEI, Inc.

95 Reverse Power - The controller can detect that a reverse power flow condition exists on the line. If this override is enabled the user can configure the controller to perform one of the following operations. 1. Inhibit Operations. No operations are allowed during the reverse power flow condition. 2. Open and Inhibit Operation. The controller opens the bank and no other operations are allowed during the reverse power flow condition. 3. Close and Inhibit Operation. The controller closes the bank and no other operations are allowed during the reverse power flow condition. 4. Use Voltage Limits. Operations continue using a special set of voltage limits. There is one set of reverse power flow voltage limits for all seasons. When the reverse power condition ends the controller reverts to normal operation. Holidays - The controller can be configured to open or close the bank during a holiday. A voltage override can be enabled for the holiday; the strategy voltage override for the season when the holiday occurs is used. The user can specify up to 99 holidays. Holidays are defined as follows: 1. One Time Holiday. The Month, Day and Year is specified to define a holiday that only occurs once: Apr Recurring Holiday. The Month and Day is entered to specify a holiday which occurs on the same date every year: Feb Rule Based Holiday. The week of the month (Last, 1 st, 2 nd, 3 rd, 4 th ) the Day, and the Month are specified to define a holiday which occurs at the same time every year: The Last Friday in August. 4. Pre-Defined Holiday. The following six pre-defined holidays are available for the user to select. The list is US based and other pre-defined holidays can be created for different locations. - New Year s Day - Labor Day - Memorial Day - Thanksgiving - July 4 th - Christmas Copyright 2009 QEI, Inc. SmartWare II 87

96 UG Basic Operation SmartWare II can be started by clicking on the desktop icon that is setup during the install procedure, or from the QEI folder in the Windows Start programs menu. When a user first runs SmartWare II, the configuration is set to Factory Default and a blank screen is displayed. The user can either, connect to a Cap Controller, open an existing configuration file, or start defining a new configuration through the configuration displays. The title at the top of the main SmartWare II display indicates the current data source, either Factory Defaults, from a configuration file, or from a controller. If SmartWare II is not connected to a Cap Controller all menu items pertaining to I/O are grayed out. The user must be connected to a controller in order to read from, write to, or perform maintenance on the unit Data Entry Textboxes, checkboxes, and dropdown lists are used for data entry. Each textbox, checkbox, or dropdown list has an associated tooltip that briefly describes the field and the numerical range of the value that can be entered. For values entered into textboxes, the entries are checked for min, max and non-numerical values. If a valid value is entered, the textbox turns yellow and Changes Pending is appended to the title on the main SmartWare II display. If an invalid value is entered, a message box describing the error is displayed. When the message box is released, the previous value is restored in the textbox. When a change is made to a checkbox or dropdown list, the box turns yellow and Changes Pending is appended to the title on the main SmartWare II display. To remove the Changes Pending message, the user has to either restore the changes, send the changes to a Cap Controller, or save the changes to a Configuration file. If the user tries to exit SmartWare II when changes are pending, a warning message is issued. After restoring, sending, or saving the changes, all textboxes, checkboxes, and dropdown lists return to their normal color Data Restore Configuration changes can be reversed by using the RestorePage or RestoreAll toolbar buttons. The RestorePage button only restores configuration parameters on the active configuration display. In the case of displays with multiple tabs (Switching Strategy, Global Overrides, and Scada Point Filter), RestorePage only restores configuration parameters on the displayed tab. The RestoreAll button restores all configuration parameters on all configuration displays. If configuration changes are made on multiple displays, using the RestorePage button does not remove the Changes Pending message; only when all configuration changes are restored is the message removed. Configuration values are restored to the point of the last loaded configuration, either Factory Defaults, the configuration from a Cap Controller, or the configuration from a configuration file. For example, a configuration is read from a Cap Controller then another configuration is loaded 88 SmartWare II Copyright 2009 QEI, Inc.

97 from a configuration file. If the RestorePage or RestoreAll buttons are used, values are restored to the values in the configuration file since that was the last loaded configuration Voltage Limits There are two types of voltage limits: (1) the global Emergency Voltage override limits and (2) everything else. This includes the voltage limits used for voltage switching, strategy override, and Reverse Power override. To insure proper operation, these limits must be nested between the Emergency Voltage limits. In addition, individual Hi and Lo voltage limits cannot be crossed. Therefore, the following nesting is always enforced by SmartWare II: - Emergency Hi Limit - Strategy Hi Limit - Strategy Lo Limit - Emergency Lo Limit - Emergency Hi Limit - Strategy Override Hi Limit - Strategy Override Lo Limit - Emergency Lo Limit - Emergency Hi Limit - Reverse Power Override Hi Limit - Reverse Power Override Lo Limit - Emergency Lo Limit For example, the strategy override Hi limit cannot be greater than the value of the Emergency Hi limit and cannot be less than the value of the strategy override Lo limit. Likewise, the strategy override Lo limit cannot be greater than the value of the strategy override Hi limit and cannot be less than the value of the Emergency Lo limit. If the Emergency Voltage limits are modified, all other voltage limits are adjusted to insure proper nesting. The upper and lower boundaries of the Emergency Voltage limits are set based on the value of the Secondary Voltage parameter. This parameter can be found with the Voltage Constants in the Hardware Configuration display. If this parameter is changed, SmartWare II adjusts the Emergency Voltage limits, and, all other voltage limits accordingly. See the figures below: Copyright 2009 QEI, Inc. SmartWare II 89

98 UG-1065 Before changing the Secondary Voltage parameter After changing the Secondary Voltage parameter 90 SmartWare II Copyright 2009 QEI, Inc.

99 12.8. Creating a Controller Configuration To create a controller configuration, the following steps may be followed: 1. From the Configuration menu at the top of the main SmartWare II display, select Hardware Configuration. The Hardware Configuration display is shown. Set the Voltage Constants parameters based on the line conditions where the Cap Controller is being installed. If the Secondary Voltage parameter is changed, voltage limits on all other configuration displays are adjusted accordingly. Set the Current Sensing parameters based on the current sensor connected to the controller. Note: if there is no current sensor, the current, kva, kvar, kw, Power Factor and Phase on the line cannot be measured. Subsequently, the current, kvar, KW, and Power Factor switching strategies cannot be used. All other hardware parameters can be configured at a later time. 2. If Emergency Voltage override limits are not being used, proceed to the next step. If they are, from the Configuration menu, select Overrides to display the Global Overrides display. Select the Overrides 1 tab. Set the Emergency Voltage Hi and Lo limits. The voltage limits on all other configuration displays are adjusted. Enable the override. All other override parameters can be configured at a later time. Before proceeding, decide how many seasons (all year, 2, 3, or 4) you want the controller to use. Each season can have its own unique switching strategy and limits. For instance, the switching strategy in the summer may be kvar with a voltage override and the switching strategy in the winter may be temperature without a voltage override. For each season the controller is using, decide how many time periods (continuous, 1-3 scheduled periods plus an unscheduled period) you want the controller to use. Each season defines a 24 hour day. If the time period is continuous, the controller uses the same strategy from midnight to midnight. If not, each time period specifies a scheduled time and a switching strategy. The time periods do not have to be continuous. For any time in the 24 hour period that is not scheduled the controller uses the unscheduled switching strategy. For example, one time period is used and is scheduled from 6:00 to 18:00. The controller uses the switching strategy specified in the unscheduled time period between midnight and 6:00, the switching strategy specified in time period 1 between 6:00 and 18:00, and the switching strategy specified in the unscheduled period between 18:00 and midnight. 3. From the Configuration menu, select Switching Strategy and select the General tab. Configure the number of seasons and specify the starting dates. The seasons have to be continuous: Apr-1, Aug-1, Dec-1 is acceptable, Apr-1, Dec-1, Aug-1 is not. Note that SmartWare II does not allow you to leave the General page if the starting dates are not correct. Copyright 2009 QEI, Inc. SmartWare II 91

100 UG-1065 If desired, enable Daylight Savings Time and set the starting dates if required. Set the temperature and date formats. The temperature format is important if a temperature switching strategy is being used (the open and close limits are specified in DegF or DegC). The date format is only used for reporting purposes and can be changed from one format to another at any time. For each specified season, select the season tab and: Select the number of time periods. For each time period, specify the beginning and ending time. The times must be in increasing order, but they do not have to be continuous. Note that SmartWare II does not allow you to leave a Season page if the times are not correct. For each scheduled and the unscheduled time periods, select a switching strategy, configure the limits and enable the voltage override if desired. If desired, configure a Day of the Week override and enable the voltage override if required. If the voltage override is enabled for any switching strategy or DOW override, set the voltage override limits. Note that there is one a set of voltage override limits for each season. 4. Return to the Global Overrides configuration display, and if desired, configure any additional overrides from the Override 1 or Override 2 tabs. On the Holiday tab, holidays are added by selecting the type of holiday, the date, the bank action, whether the voltage override is enabled, and then selecting the add button. Once added, holidays cannot be modified. To modify a holiday, select the holiday from the list, select the delete button to remove the holiday, then reenter the holiday. Note that when adding a recurring or rule-based holiday, it may appear on the list as a pre-defined holiday; this is normal. For instance, a recurring December 25 th will appear as Christmas. Also note that if the voltage override is enabled, the voltage limits used will be the ones specified in the season when the holiday occurs. 5. Return to the Hardware Configuration display and configure any additional hardware parameters. 6. From the Configuration menu, select Timing Parameters and configure any timing parameters desired. 7. If the Cap Controller is an ECapII (contains a radio unit), select the SCADA Parameters or SCADA Point Filter display and configure the parameters based on the SCADA system communicating with the Cap Controller. 8. Finally, save the configuration to a configuration file for future use. Send the configuration to a Cap Controller now or at some later time. 92 SmartWare II Copyright 2009 QEI, Inc.

101 12.9. SmartView Display SmartView is used to monitor the current conditions of the cap control. When the SmartView menu is selected, SmartWare II connects to a Cap Controller (if not already connected) and reads the configuration parameters from it. If the user has configuration changes pending, a warning message is issued before SmartWare II overwrites the unsaved configuration with the parameters from the controller. The Limits group displays values and limits based on the season and time period currently in control. For instance, if the switching strategy for the current season and time period is temperature, the value displayed under the Strategy heading is the measured temperature. Likewise, if the switching strategy in control is kvar, the value displayed is the measured kvar. Dashed lines are used to indicate overrides that are not enabled. For example, the display above shows that the strategy voltage override (for Season 1 and Time Period 2) is disabled, and the global Emergency Voltage override is enabled. All fields are dashed if a controller is in manual mode (nothing is in control). In addition, if a value violates a limit, the box containing the limit is colored red. A user can place the Cap Controller in Test mode. While in Test mode, the user can Open or Close the Cap bank. Note that the Event Log indicates a Test mode Open/Close operation as a SCADA Open/Close operation. Note the following display items: If a controller is locked out, the reason is indicated in the Operating Mode group above the Lockout heading. Inhibit timer fields are only provided for overrides that are enabled. The Daily Ops counter is reset at midnight and the Total ops counter is never reset (the Clear Ops button only clears the Daily Ops counter). Copyright 2009 QEI, Inc. SmartWare II 93

102 UG Historical Data Historical data consists of event data which is displayed in the Event Log and trend data which is displayed in either the Trend Table or SmartTrend displays. Event data is initialized in the Event Log display; Trend data is initialized in the Trend Parameters display. SmartWare II must be connected to a Control for either of these displays to be accessible Trend Parameters Trend data is stored in a circular buffer in the Cap Controller. The sample interval can be set to 1 minute, 2 minutes, 5 minutes, 10 minutes or 15 minutes. The following lists the sample interval and the number of days worth of data the Cap Controller can store (rounded down): Sample Interval Days Stored 1 minute 16 days 2 minutes 32 days 5 minutes 84 days 10 minutes 168 days 15 minutes 252 days The circular buffer is initialized (all values set to 0) and the sample interval is set from the Trend Parameters display. Both operations must be performed at the same time the Cap Controller cannot store values with more than one sample interval. 94 SmartWare II Copyright 2009 QEI, Inc.

103 Event Log When the Event Log is selected from the Historical menu, event data is read from the connected Cap Controller and shown in the display. The event data can be refreshed by selecting the Update button. The event data can be exported to either an Excel file (spreadsheet) or a html file by selecting the Export button. A Cap Controller s event data (not the display) is initialized by selecting the Clear button. Clearing a controller s event data does not clear the controller s trend data or visa-versa. Copyright 2009 QEI, Inc. SmartWare II 95

104 UG Trend Table The Trend Table display allows a user to view all collected trend data from a Cap Controller in a tabular form. The trend data is read from a controller by selecting the Get Data button. The displayed data can be exported to either an Excel file (spreadsheet) or an html file by selecting the XL Export button. Only collected data is shown; if a controller contains only 5 days worth of data, the Trend Table only displays 5 days of data. Note: if a Cap Controller does not contain a current sensor, the Amps, kva, kvar, kwatt, PFact, and Phase values are measured as zero. If there is no neutral current or voltage sensor, the neutral value is measured as zero. 96 SmartWare II Copyright 2009 QEI, Inc.

105 Smart Trend The Smart Trend display allows a user to view trend data from a Control in a graphical form. The trends are displayed as 1-4 strip charts with 1-2 colored pens on each chart. The chart and pen assignments are specified by selecting the SetUp button. The trend data is read from a controller by selecting the Get button. Trend data is also read from the controller if the SetUp display is selected and closed and data has not already been read. The user can change the pen assignments from the SetUp display after the trend data is read without causing the data to be re-read. If the Last Command (LastCmd) is specified as a pen, the user can view the reason for the last operation (LastOp) by placing the mouse pointer over the trace. The number of strip charts is determined from the pen assignments; pen assignments are packed so that empty strip charts are not displayed. Controls are provided to adjust the scale of each pen. Select the pen number; then select the Zoom button. The user can zoom the pen trace in or out, move the trace up or down, or type in the minimum and/or maximum trace limits. The pen number of each trace is shown with the pen label on the far left or right of the strip chart. Not all of the trend data is shown on the strip charts at once (the resolution would make the chart unreadable). There are 770 values shown on the charts at one time. This allows for 1 day s worth of data using a sample interval of 2 minutes or 8 days worth of data using a sample interval of 15 minutes. Controls are provided to pan along the time axis so that the user can view all of the collected data. Select the Beg (beginning), Prev (previous), Next, or End buttons to pan along the time axis. The Trend data can be exported to either an Excel file (spreadsheet) or html file by selecting the XL Exp button. Note that all of the trend data for all of the points is exported, not just what is shown. Copyright 2009 QEI, Inc. SmartWare II 97

106 UG Maintenance A user can perform four maintenance functions on a Cap Controller: Calibration, Time/Date Set, Reset, and Flashload Calibration Note!! : Every Control is factory calibrated before shipment. Therefore, re-calibration is typically not necessary or recommended. Voltage Calibration The Cap Control input Voltage measurement may be calibrated using the test leads on the front of the unit. Set the DVM to AC Voltage and place the DVM test leads in Voltage and Neutral test jacks. Use the up/down buttons under the Voltage heading until the Measured Value Voltage in the calibration display matches the measured DVM voltage. Select the Set Cal button to send the voltage calibration factor to the Cap Control. Phase Current Calibration (LPS Sensors only) The Cap Control phase current LPS input measurement may be calibrated using the test leads on the front of the unit. Set the DVM to AC Voltage and place the DVM test leads in Current and Neutral test jacks. Use the up/down buttons under the Current heading until the Measured Value Curr / 60 in the calibration display matches the measured DVM voltage. Select the Set Cal button to send the LPS current calibration factor to the Cap Control. Note: the above procedure is accurate for most line post sensors (those scaled for 60 Amps/V). Consult the factory if attempting calibration for other types. 98 SmartWare II Copyright 2009 QEI, Inc.

107 Phase Current Calibration (CT only) The Cap Control phase current CT input measurement may be calibrated by using an ammeter to measure the current entering the control, and multiplying by the CT ratio entered in the Hardware Configuration of the control. (Example: control CT ratio is set for 150:5 (30:1) CT and the measured input current to the control is 2 Amps, then the displayed current should be 30 x 2 = 60 Amps.) Use the up/down buttons under the Current heading until the Measured Value Current in the calibration display matches the ammeter measured input current times the CT ratio entered into the control from the Hardware Configuration screen. Select the Set Cal button to send the LPS current calibration factor to the Cap Control. Notice that the calibration factor turns red when being changed. After the Set button is pressed, The color of the Change calibration values will return to normal, and, the Stored calibration values will match the Change calibration values. SmartWare II will confirm that the calibration values were properly sent to the Control Setting Time and Date The time on the Cap Controller can be set to the time on the PC by simply selecting the Set Time button. There is typically a 1-2 second time difference between the controller s time and the PC s time Reset When the Reset menu item is selected, all of the configuration parameters in a Cap Controller are reset to Factory Default values. A warning message is issued before the command is sent. After the reset, the Cap Controller goes through a power-up cycle; communications must be restored with the Cap Controller after the power-up cycle is completed. The reset operation does not delete the controller s ID and Memo fields, nor the controller s calibration, event, or trend data Flashload A new firmware (.bin or.boot) file may be flashed to a Cap Control through the FlashLoad display. Copyright 2009 QEI, Inc. SmartWare II 99

108 UG-1065 Select the flashload file using the button or type in the file path and file name directly. After the Flash button is selected, the FlashLoader - a separate executable program - is run from a command window. Note: do not attempt to stop the FlashLoader program once it has begun by closing the command window or by any other means; the Cap Controller may be left in an unusable state. Also, do not try any other SmartWare II operations while the FlashLoader program is running. When the FlashLoader is completed, control returns to the FlashLoad display. The flashload operation does not delete the controller s ID and Memo fields, nor the controller s calibration, event, or trend data. 100 SmartWare II Copyright 2009 QEI, Inc.

109 Limited (LTD) Version The e/mcapii controls are available in a Full version and a Limited (LTD) version (see the ordering information for additional details.) The Full version supports all features while the Limited version supports only a limited set of features. The Limited version is limited by: There is only 1 season, however, Daylight Savings Time is supported. There is only a continuous or one scheduled / one unscheduled time period. Switching strategies are limited to voltage and temperature as well as the No Operation, Always Opened and Always Closed Bank states. The Neutral Current, Reverse Power, and Minimum Power overrides are not supported. Holiday overrides are not supported. SmartWare II is delivered as either a Full or Limited version. A Limited version of SmartWare II can only communicate with a Limited version Cap Controller or load configuration files created from a Limited version of SmartWare II. If attempting to communicate with a Full version Cap Controller or load configuration files created from a Full version of SmartWare II, an error message is displayed and the operation is stopped. A Full version of SmartWare II can communicate with both a Full or Limited version Cap Controller or load configuration files created from a Full or Limited version of SmartWare II. SmartWare II detects the type of Cap Controller or configuration file being used and sets its mode, Full mode or Limited mode, accordingly. The banner at the top of the main SmartWare II display shows -- Limited when SmartWare II is in Limited mode. There may be occasions when a user wants to manually set the mode, for instance, if the user wants to create a configuration file for a Limited version Cap Controller. In this situation, select Help -> Full Mode or Help -> Limited mode. SmartWare II remembers the last mode it was in when restarted. Copyright 2009 QEI, Inc. SmartWare II 101

110 UG SmartWare II Quick Reference This list contains a listing of all the menu items and toolbars as a quick reference. - File: - Factory Defaults. Set all configuration parameters to the preset Factory Default values. - Load Cfg File. Allows a user to select and load a saved configuration file. Cfg files are used to save all configuration parameters for a Cap Controller. Cfg files can be used to configure more than one Cap Controller. - Save Cfg File. Allows a user to save the current SmartWare II configuration parameters to a Cfg file. - Report summary. Allows a user to create a report. The report contains the current SmartWare II configuration parameters sorted by configuration display and groups. Configuration parameters not currently shown in SmartWare II are not written to the report. - Exit. Exit SmartWare II. The user is warned if there are configuration changes pending. - Communications: - Connect to Cap Controller. SmartWare II tries to connect to a Cap Controller thru the last USB port that was connected to a controller. If not successful, SmartWare II attempts to connect thru port 1 and continues thru port 32. An error message is displayed if a connection is not made. - Read from Cap Controller. Read all configuration parameters from a Cap Controller. - Send to Cap controller. Send all configuration parameters to a Cap Controller. The title at the top of the main SmartWare II display indicates that the current configuration is from a Cap Controller. - AutoDetect on Startup. If selected, SmartWare II will attempt to connect to a Cap Controller when started. Three attempts are made before timing out. - Select Comm. Port. Allows selection or viewing of the PC comm. port connected to a Cap Controller. This is used in situations where the PC may have several built-in USB to serial port converters and the user wants to view which port is connected to the controller. - Configuration: - Switching Strategy. Shows the Switching Strategy display. The display is divided into a General tab and a tab for each configured season. The number of seasons and the starting date of each season are selected from the General tab. From each Season tab, the number of time periods for that season is selected. For each time period, the switching strategy along with associated parameters such as staring time, ending time, 102 SmartWare II Copyright 2009 QEI, Inc.

111 and switching limits is selected. From each Season tab, the user can select seasonal overrides (voltage and DOW). Parameters not relevant to a particular switching strategy are not shown. - Overrides. Shows the Global Overrides display. Global overrides apply to all seasons at all times. The display is divided into three tabs, Overrides 1, Overrides 2, and Holidays. From the Override 1 and 2 tabs, a user can select and enable Emergency Voltage, Anti-Hunt, Max Operations per Day, Neutral Current/voltage, Reverse Power, and Minimum Current parameters. From the Holidays tab, a user can specify Pre- Defined, Rule-Based, Recurring, and One-Time Holidays. - Hardware Configuration. Shows the Hardware Configuration display which contains configuration parameters associated with an actual Cap Controller. These parameters are independent of the switching strategies and include voltage constants, switching delta voltage, current sensing, switching error check, and power direction. - Timing Parameters. Shows the Timing Parameters display which contains all transient and timing parameters. - SCADA Parameters. Shows the SCADA Parameters display which contains parameters for the Cap Controller s SCADA port. - SCADA Point Filter. Shows the SCADA Filtering display. This display allows the user to filter the information sent from the Cap Controller to the SCADA client. There is no SCADA mapping display; items are sent in sequential order. - Identification. Allows the user to send the ID and Memo fields to a Cap Controller. - SmartView: - Shows the SmartView display. This display allows the user to view measured values from the Cap Controller and strategy values and limits from the current season and time period in control. The user can put the controller into Auto or Test (SCADA) mode. In test mode, the user can Open/Close the cap bank. - Historical: - Trend Parameters. Shows the Trend Parameter display which allows the user to set the trend sample interval and initialize the trend data (set all values to 0) in a Cap Controller. - Trend Table. Shows the Trend Table display which is used to view trend data from a Cap Controller in a tabular form. The data can be exported to an Excel or html file for further analysis. - SmartTrend. Shows the Smart Trend display which is used to view trend data from a Cap Controller in a graphical form. The trends are displayed as 1-4 strip charts with 1-2 colored pens on each chart. The pen assignments are configurable. Controls are provided to adjust the scale of each pen and to pan along the time axis. The trend data can also be exported to an Excel or html file from this display. Copyright 2009 QEI, Inc. SmartWare II 103

112 UG Event Log. Shows the Event Log display which lists event data. The event data can be exported to an Excel or html file for later viewing. - Maintenance: - Help: - Calibration. Shows the Calibration display which allows the user to calibrate the voltage, current, and neutral calibration factors using the test points located on the front of the Cap Controller. - Reset. Resets the configuration parameters in the Cap Controller back to factory default values. Trend, event, ID/Memo, and calibration factors are preserved after a reset operation. - FlashLoad. Shows the FlashLoad display which allows a user to flashload a binary.bin file to a Cap Controller. After flashloading, the controller is automatically reset to factory default values. Trend, event, ID/Memo, and calibration factors are preserved after a flashload operation. - Limited Mode/Full Mode. Switch between Limited mode and Full mode. This menu item is provided only for the Full version of SmartWare II. - About. Shows SmartWare II and firmware version information. - Toolbars Buttons: - Connect. Same as Communications -> Connect to Cap Controller. - Read Cap. Same as Communications -> Read from Cap Controller. - Send Cap. Same as Communications -> Send to Cap Controller. - Load Cfg. Same as File -> Load Cfg File. - Save Cfg. Same as File -> Save Cfg File. - RestorePage. Restores configuration values on the active configuration display, or, in the case of displays with multiple tabs, on the currently displayed tab. Values are restored to the last loaded configuration, either Factory Defaults, the configuration from a Cap Controller, or the configuration from a configuration file. - RestoreAll. Restores all configuration values on all configuration displays to the last loaded configuration. 104 SmartWare II Copyright 2009 QEI, Inc.

113 13. Ordering Information Copyright 2009 QEI, Inc. Ordering Information 105