DOCA0069EN 10/2016. Ecoreach Online Help. Version /2016 DOCA0069EN-04.

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1 Ecoreach DOCA0069EN 10/2016 Ecoreach Online Help Version /2016 DOCA0069EN-04

2 The information provided in this documentation contains general descriptions and/or technical characteristics of the performance of the products contained herein. This documentation is not intended as a substitute for and is not to be used for determining suitability or reliability of these products for specific user applications. It is the duty of any such user or integrator to perform the appropriate and complete risk analysis, evaluation and testing of the products with respect to the relevant specific application or use thereof. Neither Schneider Electric nor any of its affiliates or subsidiaries shall be responsible or liable for misuse of the information contained herein. If you have any suggestions for improvements or amendments or have found errors in this publication, please notify us. No part of this document may be reproduced in any form or by any means, electronic or mechanical, including photocopying, without express written permission of Schneider Electric. All pertinent state, regional, and local safety regulations must be observed when installing and using this product. For reasons of safety and to help ensure compliance with documented system data, only the manufacturer should perform repairs to components. When devices are used for applications with technical safety requirements, the relevant instructions must be followed. Failure to use Schneider Electric software or approved software with our hardware products may result in injury, harm, or improper operating results. Failure to observe this information can result in injury or equipment damage Schneider Electric. All Rights Reserved. 2 DOCA0069EN 10/2016

3 Table of Contents Safety Information About the Book Chapter 1 Introduction Overview Specifications Chapter 2 Getting Started Connection Procedure Direct Connection Serial Connection TCP/IP Connection Chapter 3 Ecoreach Basics Ecoreach Process Welcome Screen Ecoreach User Interface Workspace Chapter 4 Project Management Project Architecture Creating a Project Architecture Communication View Opening an Existing Project Saving a Project Removing a Project Discovering Devices Error and Warning Window Device Configuration Dual Setting Password Management Remote Padlock Position Configuring the Acti 9 Smartlink Channels Device Check up Device Check up Logs Control Report Configuration Report Firmware Upgrade Compatibility Check of Device/Firmware and Corrective Actions Firmware Management Acti 9 Smartlink Firmware Management Digital Modules Purchase, Install, or Remove a Digital Module DOCA0069EN 10/2016 3

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5 Safety Information Important Information NOTICE Read these instructions carefully, and look at the equipment to become familiar with the device before trying to install, operate, or maintain it. The following special messages may appear throughout this documentation or on the equipment to warn of potential hazards or to call attention to information that clarifies or simplifies a procedure. PLEASE NOTE Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material. A qualified person is one who has skills and knowledge related to the construction and operation of electrical equipment and its installation, and has received safety training to recognize and avoid the hazards involved. FCC Notice This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC Rules. These limits are designated to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at this own expense. DOCA0069EN 10/2016 5

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7 About the Book At a Glance Document Scope The purpose of this online help is to provide authorized users, panel builders, installers, and maintenance personnel with the technical information needed to operate Ecoreach software. Ecoreach provides a simple setting and operating software application for Masterpact NT/NW, Masterpact MTZ, Compact NSX, Compact NS, PowerPact circuit breakers, Power meters and Acti 9 Smartlink through which the user can perform the configuration or settings management and project management for these devices locally and in the Ecoreach cloud. Validity Note The technical characteristics of the devices described in this document also appear online. To access this information online: Step Action 1 Go to the Schneider Electric home page 2 In the Search box type the reference of a product or the name of a product range. Do not include blank spaces in the reference or product range. To get information on grouping similar modules, use asterisks (*). 3 If you entered a reference, go to the Product Datasheets search results and click on the reference that interests you. If you entered the name of a product range, go to the Product Ranges search results and click on the product range that interests you. 4 If more than one reference appears in the Products search results, click on the reference that interests you. 5 Depending on the size of your screen, you may need to scroll down to see the data sheet. 6 To save or print a data sheet as a.pdf file, click Download XXX product datasheet. The characteristics that are presented in this manual should be the same as those characteristics that appear online. In line with our policy of constant improvement, we may revise content over time to improve clarity and accuracy. If you see a difference between the manual and online information, use the online information as your reference. Related Documents Title of Documentation Compact NSX AC A Circuit Breakers - User Guide Compact NSX Micrologic 5 and 6 Trip Units - User Guide Compact NSX Modbus Communication Guide PowerPact H-, J-, and L-Frame Circuit Breakers - User guide PowerPact H-, J-, and L-Frame Circuit Breakers Modbus Communication Guide - User guide Masterpact NT/NW and Compact NS Modbus Communication Guide Reference Number LV (FR) LV (EN) LV (ES) LV (FR) LV (EN) LV (ES) DOCA0091EN DOCA0091ES DOCA0091FR DOCA0091ZH (FR, EN, ES) 0611IB (EN) 0611IB (FR) 0611IB (ES) 0611IB (ZH) DOCA0054EN DOCA0054ES DOCA0054FR DOCA0054ZH DOCA0069EN 10/2016 7

8 Title of Documentation Masterpact NT/NW, PowerPact P- and R-Frame Circuit Breakers Modbus Communication Guide Masterpact MTZ Modbus Communication Guide ULP (Universal Logic Plug) System - User Guide IO Input/Output Interface Module for One Circuit Breaker (IEC) - User Guide IO Input/Output Interface Module for One Circuit Breaker (UL) - User Guide IFE Ethernet Interface for One LV Circuit Breakers (IEC)- User Guide IFE Ethernet Interface for One LV Circuit Breakers (UL)- User Guide Acti 9 Smartlink SI B (Ethernet) - User Manual Acti 9 Smartlink Ethernet Communication System - User Manual Acti 9 Smartlink Modbus Communication System - User Manual PowerLogic PM User Manual PowerLogic PM User Manual PowerLogic PM User Manual iem 2100 Series Energy Meters - User Manual Reference Number 0613IB1313 (EN) 0613IB1314 (ES) 0613IB1315 (FR) 0613IB1316 (ZH) DOCA0105EN-00 DOCA0105FR-00 DOCA0105ES-00 TRV99100 (FR) TRV99101 (EN) TRV99102 (ES) DOCA0055EN DOCA0055ES DOCA0055FR DOCA0055ZH 0613IB1317 (EN) 0613IB1318 (ES) 0613IB1319 (FR) 0613IB1320 (ZH) DOCA0084EN DOCA0084ES DOCA0084FR DOCA0084ZH 1040IB1401 (EN) 1040IB1402 (ES) 1040IB1403 (FR) 1040IB1404 (ZH) DOCA0123EN DOCA0123FR DOCA0073EN DOCA0073ES DOCA0073FR DOCA0073DE DOCA0073IT DOCA0004EN DOCA0004ES DOCA0004FR DOCA0004DE DOCA0004IT EAV15105-EN EAV15105-ES EAV15105-FR EAV15105-DE EAV15105-ZH EAV15107-EN EAV15107-ES EAV15107-FR EAV15107-DE EAV15107-ZH HRB (EN) HRB (FR) HRB (ES) HRB (ZH) HRB (DE) 7EN FR DE IT DOCA0069EN 10/2016

9 Title of Documentation iem 3000 Series Energy Meters - User Manual Micrologic X Control Unit - User Manual Reference Number DOCA0005EN DOCA0005FR DOCA0005ES DOCA0005DE DOCA0005ES DOCA0005IT DOCA0005PT DOCA0102EN DOCA0102FR DOCA0102ES You can download these technical publications and other technical information from our website at DOCA0069EN 10/2016 9

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11 Ecoreach Introduction DOCA0069EN 10/2016 Chapter Introduction 1 Introduction What Is in This Chapter? This chapter contains the following topics: Topic Page Overview 12 Specifications 13 DOCA0069EN 10/

12 Introduction Overview Description Ecoreach TM software helps you to manage a project as part of designing, testing, commissioning, and maintenance phases of the project life cycle. The innovative features in it provide simple ways to configure, test and commission the smart electrical devices. Ecoreach automatically discovers the smart devices and allows to add the devices for an easy configuration. You can generate comprehensive reports as part of Factory Acceptance Test and Site Acceptance Test to replace your heavy manual work. Additionally, when the panels are under operation, any change of settings made can be easily identified and hence provides a system consistency during the operation and maintenance phase. NOTE: Ecoreach is not recommended to be used as a 24/7 operations software. Features Ecoreach supersedes the Schneider Electric customer engineering tools such as the Remote Setting Utility (RSU) and Remote Control Utility (RCU) with additional features. Ecoreach supports the connection of Schneider Electric devices to: Create projects by device discovery Save the project in the Ecoreach cloud for reference Upload settings to the device and download settings from the device Compare the settings between the project and device Perform control actions in a secured way Generate and print device settings report Perform a communication wiring test on the entire project and generate and print test report View the communication architecture between the devices in graphical representation View the measurements, logs, and maintenance information Export Waveform capture (WFC) View the status of device and IO module View the alarm details Buy, install, or remove digital modules Check system firmware compatibility status Upgrade to the latest device firmware Compatible Devices Ecoreach is compatible with the following devices: Masterpact TM NT/NW (IEC and UL) circuit breaker Masterpact TM MTZ (IEC) circuit breaker Compact TM NSX (IEC) circuit breaker PowerPact TM H-, J-, and L- frame (UL) circuit breaker PowerPact TM M-, P-, and R- frame (UL) circuit breaker Compact NS 630b-3200A (IEC) circuit breaker Acti 9 Smartlink (Modbus, Ethernet, and SI B) Power Meters (PM5100, PM5300, PM5500, iem3000, and iem2000 series) 12 DOCA0069EN 10/2016

13 Introduction Specifications PC Requirements Component Processor RAM System type Minimum Requirements Intel Core TM 2 Duo CPU at 3.00 GHz 4 GB 64 bit or 32 bit Software Requirements Microsoft Windows 7 operating system Google Chrome web browser DOCA0069EN 10/

14 Introduction 14 DOCA0069EN 10/2016

15 Ecoreach Getting Started DOCA0069EN 10/2016 Chapter Getting Started 2 Getting Started What Is in This Chapter? This chapter contains the following topics: Topic Page Connection Procedure 16 Direct Connection 17 Serial Connection 20 TCP/IP Connection 23 DOCA0069EN 10/

16 Getting Started Connection Procedure Overview The connection procedure is applicable for all the product ranges managed by Ecoreach. The table lists the possible connections with circuit breakers and Acti 9 Smartlink. Connection Type Direct Connection Connection through UTA-Test Plug (see page 17) Connections Compact NSX or PowerPact H-, J-, and L- frame: point-to-point connection through the front test plug of the trip unit Connection through UTA-ULP cable (see page 18) Compact NSX or PowerPact H-, J-, and L- frame with BSCM and ULP bus Masterpact NT/NW or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with BCM ULP and ULP bus Connection through USB channel (see page 17) Masterpact MTZ and ULP bus Serial Connection Connection through IFM (see page 20) Compact NSX or PowerPact H-, J-, and L- frame with BSCM module and ULP bus and IFM communication module Masterpact NT/NW or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with BCM ULP and ULP bus and IFM communication module Connection through BCM (see page 20) Connection through CCM (see page 21) Connection through Acti 9 Smartlink device (see page 21) TCP/IP Connection Connection to devices network through TCP/IP gateway (see page 23) Masterpact NT/NW or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with BCM module Masterpact NT/NW or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with BCM and CCM module or with BCM ULP and CCM module Acti 9 Smartlink RS485 Compact NSX or PowerPact H-, J-, and L- frame with IFM communication module, Masterpact NT/NW or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with IFM communication module, all connected to the gateway through their IFM module Connection through IFE (see page 23) Compact NSX or PowerPact H-, J-, and L- frame with BSCM module with ULP bus and IFE communication module Masterpact NT/NW or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with BCM ULP and ULP bus and IFE communication module Masterpact MTZ with ULP bus and IFE interface communication modules Connection through EIFE interface (see page 24) Connection to devices network through Ethernet TCP/IP daisy chain (see page 24) Masterpact MTZ with ULP bus and EIFE interface communication modules Compact NSX or PowerPact H-, J-, and L- frame with BSCM module with ULP bus and IFE communication module Masterpact or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with BCM ULP and ULP bus and IFE communication module Typical network connection (see page 25) Compact NSX or PowerPact H-, J-, and L- frame with IFE communication module, Masterpact or Compact NS 630b-3200A or PowerPact M-, P-, and R- frame with IFE communication module, Acti 9 Smartlink IP, all connected to an Ethernet switch Masterpact MTZ or Compact NSX or Compact NS, all connected to an Ethernet switch 16 DOCA0069EN 10/2016

17 Getting Started Direct Connection Connection through UTA-Test Plug Using a USB Cable The figure shows an example of the Compact NSX circuit breaker. A B C D E PC running Ecoreach UTA maintenance module Micrologic trip unit ULP cable Standard USB cord for connection to the PC Connection Using a USB Cable The figure shows an example of the Masterpact MTZ circuit breaker. A B C PC running Ecoreach Standard USB cord for connection to the PC Micrologic X control unit Connection through UTA-Test Plug Using a Bluetooth Dongle The figure shows an example of a Compact NSX circuit breaker. A B C D E F PC running Ecoreach UTA maintenance module Micrologic trip unit ULP cable Power cord Bluetooth dongle DOCA0069EN 10/

18 Getting Started Connection to an UTA-ULP Cable The table shows the steps to connect a PC to IMU (Intelligent Modular Unit). Step Action 1 Identify an ULP module, located within the IMU that has the termination plug installed. NOTE: The ULP modules can be IFM, IFE, FDM121, or IO module. 2 Disconnect the ULP termination and connect the ULP cable from the maintenance module. 3 Use the PC running Ecoreach to configure the device. 4 Disconnect the maintenance module and connect the ULP termination in the RJ45 port. The figure shows an example of UTA connection with the Compact NSX breaker and ULP modules like IFM, FDM. A PC running Ecoreach B USB cable C UTA maintenance module D ULP cable E IFM Modbus-SL interface for LV circuit breaker F FDM121 display for LV circuit breaker G Compact NSX circuit breaker H Power cord The figure shows the UTA connection to IO modules in Masterpact circuit breaker. A PC running Ecoreach B USB cable C UTA maintenance module D IO input/output module for LV circuit breaker E ULP cable F Masterpact NT/NW circuit breaker G BCM ULP 18 DOCA0069EN 10/2016

19 Getting Started Connecting Device through a Direct Connection Step Action 1 Connect the device to the PC. 2 Start Ecoreach. 3 Click Direct Connection in the welcome screen (see page 31). Result: A progress bar runs searching for the directly connected device. The device is added directly to the Switchboard View by creating a default project. DOCA0069EN 10/

20 Getting Started Serial Connection Connection through an IFM The figure shows an example of a Compact NSX circuit breaker. A PC running Ecorecah B Converter USB to RS232 C Converter RS232 to RS485 D Modbus serial cable E 24 Vdc power supply F IFM Modbus-SL interface for LV circuit breaker G NSX cord H Compact NSX circuit breaker Connection through a Breaker Communication Module (BCM) The figure shows an example of a Masterpact NT circuit breaker. A PC running Ecoreach B Converter USB to RS 232 C Converter RS232 to RS485 D Modbus serial cable E 24 Vdc power supply F Masterpact NT circuit breaker 20 DOCA0069EN 10/2016

21 Getting Started Connection through a Cradle Communication Module (CCM) The figure shows an example of a Masterpact NT circuit breaker. A PC running Ecorecah B Converter USB to RS232 C Converter RS232 to RS485 D Modbus serial cable E 24 Vdc power supply F Craddle Communication Module (CCM) G Masterpact NT circuit breaker Connection through Acti 9 Smartlink RS485 A B C D Acti 9 Smartlink RS485 Acti 9 Smartlink converter PC running Ecoreach Modbus serial cable DOCA0069EN 10/

22 Getting Started Connecting Device through a Serial Line Network Step Action 1 Connect the device to the PC. 2 Start Ecoreach. 3 Click Discover devices in the welcome screen (see page 31). Result: Discover Device window is displayed. 4 Follow the steps given in Discovering Device on Modbus Serial Network (see page 45). 22 DOCA0069EN 10/2016

23 Getting Started TCP/IP Connection Connection to Device Network through a Gateway A PC running Ecoreach B Ethernet communication C EGX100/300 gateway D IFM Modbus-SL interface for LV circuit breaker E Modbus serial cable F Compact NSX circuit breaker G Compact NS 630b-3200 circuit breaker (BCM ULP) H Masterpact NT circuit breaker (BCM) Connection to Device through the IFE A B C D E PC running Ecoreach Ethernet communication IFE Ethernet interface for LV circuit breaker ULP cable Masterpact NT circuit breaker (BCM ULP) DOCA0069EN 10/

24 Getting Started Connection through EIFE This connection is applicable only for Masterpact MTZ circuit breaker. A B C D PC running Ecoreach EIFE Embedded Ethernet Interface for one Masterpact MTZ drawout circuit breaker Masterpact MTZ1 or MTZ2/MTZ3 drawout circuit breaker ULP cable Connection to Device Network through a Daisy Chain A PC running Ecoreach B Ethernet communication C IFE Ethernet interface for LV circuit breaker D ULP cable E Compact NSX circuit breaker F Masterpact NT circuit breaker (BCM ULP) G Masterpact NW circuit breaker (BCM) 24 DOCA0069EN 10/2016

25 Getting Started Typical Network Connection An Ethernet switch allows you to connect multiple devices in a single network. You can connect devices to IFE, EGX, COM X and other gateways through an Ethernet switch. The figures show the examples of multiple devices connected to a single network using an Ethernet switch. A PC running Ecoreach B Ethernet communication C ConneXium Ethernet switch D EGX100/300 gateway E IFE Ethernet interface for LV circuit breaker F IFM Modbus-SL interface for LV circuit breaker G Acti 9 Smartlink IP H Acti 9 Smartlink RS485 I Modbus serial cable J NSX cord K Compact NSX circuit breaker L Compact NS 630b-3200 circuit breaker M Masterpact NT circuit breaker (BCM ULP) N Masterpact NW circuit breaker (BCM) O Modbus serial cable DOCA0069EN 10/

26 Getting Started A PC running Ecoreach B FDM121 ULP display for one circuit breaker C IFE Ethernet interface for one circuit breaker D IFE Ethernet switchboard server E IFM Modbus-SL interface for one circuit breaker F IO input/output application module for one circuit breaker G Masterpact MTZ1 or MTZ2/MTZ3 drawout circuit breaker H Masterpact MTZ1 or MTZ2/MTZ3 fixed circuit breaker I Compact NS circuit breaker J Compact NSX circuit breaker K ULP port module L EIFE Embedded Ethernet Interface for one Masterpact MTZ drawout circuit breaker M ULP termination N RJ45 male/male ULP cord O Circuit breaker BCM ULP cord P NSX cord 26 DOCA0069EN 10/2016

27 Getting Started Connecting Device through TCP/IP Network Step Action 1 Start Ecoreach. 2 Click Discover devices in the welcome screen (see page 31). Result: Discover Device window is displayed. 3 Follow the steps given in Discovering Device on Modbus TCP/IP Network (see page 44). DOCA0069EN 10/

28 Getting Started 28 DOCA0069EN 10/2016

29 Ecoreach Ecoreach Basics DOCA0069EN 10/2016 Chapter Ecoreach Basics 3 Ecoreach Basics What Is in This Chapter? This chapter contains the following topics: Topic Page Ecoreach Process 30 Welcome Screen 31 Ecoreach User Interface 32 Workspace 33 DOCA0069EN 10/

30 Ecoreach Basics Ecoreach Process Overview You can create an Ecoreach project to configure and monitor the devices, execute wiring check tests, upgrade device firmware, and generate reports. The projects created in the Ecoreach are saved in cloud automatically. Creating a Project Step Action 1 Click Create new in the welcome screen (see page 31). 2 Enter the project information and customer details (see page 33). 3 Prepare a project architecture (see page 38) in the Switchboard view (see page 34). 4 Check the communication architecture (see page 40). 5 Perform the communication wiring check and generate report (see page 69). 6 Connect to device (see page 49). NOTE: Refer to connection procedure to check the physical connection (see page 16). 7 Transfer the device settings (write to project or device (see page 50 ). 8 Monitor the status of device and its modules (see page 59). 9 Check control operations like open, close, and reset of the circuit breakers (see page 64). 10 Export the log reports (see page 62) and view the maintenance (see page 60) information. 11 Buy (see page 86), install (see page 87), or remove (see page 87) digital modules. 12 Generate and print project report (see page 69). 13 Check the system compatibility status (see page 71). 14 Upgrade the firmware of modules and devices (see page 73). NOTE: Click to open a new project. If the existing project is not saved, then a dialog box prompts you to save the project. Click Yes or No as you need. 30 DOCA0069EN 10/2016

31 Ecoreach Basics Welcome Screen Overview Ecoreach displays the following welcome screen, which provides options to create the required project architecture. Legend Name Function A Create New Allows to create a new project (see page 39). B Discover devices Allows to discover the devices (see page 44) in the network. C Direct Connection Allows to access the device using the test plug (see page 17) (front facia of the device) connection. D My Projects Allows to: view, open, or delete the saved projects (see page 42). open the communication test and project test reports (see page 69) of the saved projects (see page 42). Indicates the project is: synchronized with the cloud. shared with Facility Hero. E Language Allows to change the Ecoreach software language. Ecoreach is available in the following languages: English French Deutsch Spanish Chinese Russian Portuguese Italian Turkish F Info Provides information about: Ecoreach software. Device firmware baseline. Allows to view the online help manual. G User account Displays the user name. DOCA0069EN 10/

32 Ecoreach Basics Ecoreach User Interface Overview The Ecoreach main window appears as follows. Legend Name Description A Project Information Displays the project and customer information (see page 33). B Toolbar Displays the set of icons to perform functions (see page 34). C Switchboard View NOTE: Click the to view the Switchboard view. Displays the project architecture (see page 34). D Device View Displays the selected device characteristics and settings (see page 35). E Communication View Displays the graphical representation of the communication architecture (see page 40). F Error Window Displays the errors and warnings (see page 47). 32 DOCA0069EN 10/2016

33 Ecoreach Basics Workspace Project Information When creating a new project, the project information window is displayed. This window provides option to enter the project and customer information detail. Close the project information window to create a new project architecture. Click to close the project information, and to reopen the project information. DOCA0069EN 10/

34 Ecoreach Basics Toolbar The toolbar allows to access the Ecoreach general functions. Icon Name Description New Allows to create a new project (see page 39). Open Allows to open an existing project. Save Allows to save the project (see page 42). Share Allows to share the project with the Facility Hero. For more details, refer Facility Hero, IFE Ethernet Interfave for One Circuit Breaker User Manual. Create report Allows to generate and print the project report (see page 69). Help Allows to access the online help. Project synchronization status Indicates the project is synchronized with the cloud. Indicates the project is not synchronized with the cloud. Switchboard View The Switchboard View on the left pane displays the project elements and allows you to create or modify the view of the project architecture. The project elements are defined in the table. Project Element Building Switchboard Custom Device Description It is a location where one or more switchboards are installed. It is an assembly of one or more panels, each of which contains devices like circuit breakers, communication access points, power meters and so on. It can be added as a node and can be renamed as desired (for example, floor name, zone name, electrical room location, and so on.) It is a single product such as a circuit breaker or power meter, which is assembled in a switchboard. The project elements added to the Switchboard view appears in the tree view pattern. The elements added in this view can be arranged as per the electrical hierarchy. 34 DOCA0069EN 10/2016

35 Ecoreach Basics Device View The Device view, on the right pane, displays the following for the selected device in Switchboard view: Device characteristics Device settings Legend Name Description A Device Characteristics Displays the device characteristics (see page 49). B Connection parameters Displays the device network of the selected device. NOTE: The devices are discovered from the network, and thus the connection parameters are updated automatically. C Local Connection Allows to connect the device in the project architecture using the test port (see page 49). D Connect to device Allows to connect the device (see page 49). E Device Settings Allows to: configure devices (see page 51) view device status (see page 59) manage firmware status (see page 73) purchase, install, or remove digital modules (see page 86). DOCA0069EN 10/

36 Ecoreach Basics 36 DOCA0069EN 10/2016

37 Ecoreach Project Management DOCA0069EN 10/2016 Chapter Project Management 4 Project Management What Is in This Chapter? This chapter contains the following sections: Section Topic Page 4.1 Project Architecture Device Check up Report Firmware Upgrade Digital Modules 86 DOCA0069EN 10/

38 Project Section Architecture 4.1 Project Architecture Overview A project architecture can be created, modified, or redefined in the Switchboard view (see page 34). The project elements such as location, switchboard, and device can be added or modified in the project architecture. The project architecture provides a clear representation of the switchboard location, grouping, and feeder identification. The changes made at the site can be tracked using the reference architecture. What Is in This Section? This section contains the following topics: Topic Page Creating a Project Architecture 39 Communication View 40 Opening an Existing Project 41 Saving a Project 42 Removing a Project 43 Discovering Devices 44 Error and Warning Window 47 Device Configuration 48 Dual Setting 52 Password Management 53 Remote Padlock Position 55 Configuring the Acti 9 Smartlink Channels DOCA0069EN 10/2016

39 Creating a Project Architecture Creating a New Project Architecture Step Action 1 Click Create New in the welcome screen (see page 31). Result: Ecoreach main window (see page 32) is displayed. 2 Click Building or Custom as per the requirement design. 3 Click Switchboard. Result: A switchboard is added, and you can edit the switchboard characteristics (see page 48) in the right pane. Discover Device is enabled. 4 Click Discover Device. Result: Discover Device window is displayed. 5 Follow the steps given in Discover Device (see page 44) for the respective device network. Result: The device is added in the Switchboard view (see page 34). Device characteristics are displayed in the Device view (see page 35). Creating a New Project Architecture- Alternate Method Step Action 1 Click Discover devices in the welcome screen (see page 31). Result: Discover Device window is displayed. 2 Follow the steps given in Discover Device (see page 44) for the respective device network. Result: The device is added directly to the switchboard in the Switchboard view (see page 34). Device characteristics are displayed in the Device view (see page 35). Editing a Project Architecture Item Click next to the project architecture element or item in the Switchboard view (see page 34) to perform the following functions: Move to Rename Delete The Move to function is provided to arrange the devices and switchboards as per the electrical SLD (Single Line Diagram). DOCA0069EN 10/

40 Communication View Overview Communication View provides a graphical representation of the connectivity between different devices added in the project with their respective communication interfaces. This view helps to understand the network configuration of the devices connected to different communication access points. You can view the communication parameters of the interfaces and general characteristic of the terminal device connected. 40 DOCA0069EN 10/2016

41 Opening an Existing Project Procedure If you are in Ecoreach main window (see page 32) and you want to open an existing project, then follow the steps in the table. Step 1 Action Click in the toolbar. Result: My Projects displays the existing projects. 2 Click the required project in My Projects. Result: A dialog box is displayed. 3 Click Yes or No as required. Result: The required project is opened. You can also open an existing project from the welcome screen (see page 31). DOCA0069EN 10/

42 Saving a Project Procedure Step Action 1 Click on the toolbar. Result: The Save Project dialog box is displayed. 2 Enter a name in the Project Name. 3 Click Save. Result: The project is saved and it can be viewed in My Projects. The project name is updated in the Switchboard view (see page 34). 42 DOCA0069EN 10/2016

43 Removing a Project Procedure Step Action 1 Click on the toolbar to view the saved projects. Result: My Projects window is displayed. 2 Select the required project to be deleted. 3 Click Delete. Result: The project is deleted from the Ecoreach. You can also remove the projects from the welcom screen (see page 31). DOCA0069EN 10/

44 Discovering Devices Overview Ecoreach provides Discover Device option to add the devices to the project architecture. The device discovery automatically discovers the devices in the network. NOTE: The device that supports DPWS like IFE, Acti 9 Smartlink Ethernet or Com' X are automatically discovered in the Gateways List. For other type of gateways, the IP address needs to be added manually. This option supports the communication network architecture when: Devices are connected to a Modbus TCP/IP network Devices are connected to a Modbus serial line network Devices are connected in a network, which includes both Modbus TCP/IP network and Modbus serial line network through gateway devices Discovering Device on Modbus TCP/IP Network Step Action 1 Click Discover Device under switchboard. or Click Discover devices in welcome screen (see page 31). Result: Discover Device window is displayed with a list of automatically detected gateways in the Gateways List. 2 Check the slider is in IP Gateways. 3 Click Add more gateways manually to add one or more gateways that are not detected automatically. NOTE: Each gateway details are added individually. 4 Enter the IP Address, Device Name, MAC Address and Modbus address. 5 Select IP under Deep Scan to scan the IP devices connected to the gateway. 6 Click START DEEP SCAN. Result: Displays the Devices List with devices discovered in the TCP/IP network. NOTE: You can name the device or edit the device name in the Devices List. If the device is already added to the switchboard, then a warning is shown under respective Device ID. 7 Select the required devices in the Devices List. 8 Click ADD TO PROJECT. Result: The selected devices are added to the Switchboard view (see page 34). 44 DOCA0069EN 10/2016

45 Discovering Device on Modbus Serial Network Step Action 1 Click Discover Device under switchboard. or Click Discover devices in welcome screen (see page 31). Result: Discover Device window is displayed. 2 Move the slider to Serial. Result: Modbus serial configuration is displayed. 3 Select the values in COM Ports, Baudrate,and Parity. Enter the Modbus address. 4 Click START DEEP SCAN. Result: Displays the Devices List with the devices discovered in the serial network. 5 Select the required devices in the Devices List. 6 Click ADD TO PROJECT. Result: The selected device is added to the Switchboard view (see page 34). Discovering Device on a Combination of IP and Serial Network Step Action 1 Click Discover Device under switchboard. or Click Discover devices in welcome screen (see page 31). Result: Discover Device window is displayed. 2 Check the slider is in IP Gateways. Result: Displays a list of automatically detected gateways in the Gateways List. 3 Click Add more gateways manually to add one or more gateways that are not detected automatically. NOTE: Each gateway details are added individually. 4 Enter the IP Address, Device Name, MAC Address and Modbus address. 5 Select IP under Deep Scan to scan the IP devices connected to the gateway. 6 Select Modbus under Deep Scan to scan the slave devices connected to the gateway. DOCA0069EN 10/

46 Step Action 7 Click START DEEP SCAN. Result: Displays the Devices List with devices discovered in both IP and serial network. NOTE: You can name the device or edit the device name in the Devices List. If the device is already added to the switchboard, then a warning is shown under respective Device ID. 8 Select the required devices in the Devices List. 9 Click ADD TO PROJECT. Result: The selected devices are added to the Switchboard view (see page 34). 46 DOCA0069EN 10/2016

47 Error and Warning Window Overview Error window displays the details of errors and warnings that occur during the project operation. Legend Name Description A Error and warning status Displays the number of errors and warnings which occurred during the project creation (see page 30). B Error and warning window Displays the number of errors and warnings with the description. Error and Warning Window To view the error and warning window, click the error and warning status Ecoreach application. The window displays the following information: Number of errors and warnings Description of the error Click Clear to remove the error and warning messages. on the top right corner of the Examples of Errors and Warnings The examples of errors and warnings are: Connection has failed Could not read the settings as it is not mapped on communication Incorrect password DOCA0069EN 10/

48 Device Configuration Overview Ecoreach allows you to connect one device at a time to simplify the upload and download settings. Switchboard Characteristics For a selected switchboard in the Switchboard View, the switchboard characteristics are displayed in the Device view (see page 35) as follows. In the Edit Switchboard, enter the following details. Switchboard Parameters Name Description Certification Dimensions Weight Topology Description Allows to edit the switchboard name. Allows to enter the switchboard description. Allows to select the certification. The certifications are: IEC UL Bi Standards Allows to set the switchboard dimensions. Allows to set the switchboard weight. Allows to select the switchboard topology. The topologies are: Fixed Position Disconnectable Click Apply to update the changes done. 48 DOCA0069EN 10/2016

49 Device Characteristics For a selected device in the Switchboard view (seepage34), the device characteristics are displayed in the Device view (seepage35). Circuit Breaker Acti 9 Smartlink Power Meter Serial Application Type Product range Product model Protection type IFM Rated current BCM BSCM M2c M6c IO module Date / Time Serial Product model Product range Serial Product model Product range Date / Time NOTE: These details cannot be edited except the date and time. Based on the selected device, the device characteristics will vary. Connecting the Devices Before connecting the device, check the connection parameters. Connection parameters for the devices discovered from TCP/IP network. Connection parameters for the devices connected through Local Connection. NOTE: Local Connection is available only for circuit breakers. NOTE: Since the devices are discovered from the network, the connection parameters are updated automatically. If you connect the devices through an UTA maintenance module, then the connection parameters are changed accordingly. After the device is disconnected from the UTA channel, the original network connection parameters will be reinstated. Step Action 1 Select the device in the Switchboard View. 2 In the Device view (see page 35), select Local Connection only if you are connecting the device through the test port. 3 Click Connect to device. Result: Plugin is displayed indicating the device is connected to the network. NOTE: To perform the other device connection, you need to disconnect the existing connection. DOCA0069EN 10/

50 Configuration Settings NOTE: You need to connect the device before performing the configuration settings. For a selected device in the Switchboard view (see page 34), click Configure Launch in the Device view (see page 35). The configuration settings are displayed as shown in the following figure. You can see the configurable parameters under different tabs. The parameter values under the respective tabs can be modified according to the need. Tabs Features Devices Legend Name Function Circuit Breakers, Power Meters A General Allows to modify the settings corresponding to the selected device. Circuit Breakers Protection Allows to: modify the protection settings supported by a device like long time overcurrent protection, short time overcurrent protection, instantaneous overcurrent, ground fault protection, neutral protection, and advanced protection depending on the selected device. enable dual settings in Masterpact MTZ Alarm Allows to set the pre-defined and user-defined alarm. Circuit Breakers, Power Meters Acti 9 Smartlink Circuit Breakers, Acti 9 Smartlink, Power Meters IO Config Communication Configuration -wired devices Allows to set the parameter configuration of IO modules and output modules. Allows to: set IP settings if the device is of TCP/IP type. select the baud rate, stop bits, parity, product address, and auto speed sensing parameter, if the device supports. enable the Bluetooth communication (only for Masterpact MTZ). Lock or unlock the remote padlock position (see page 55) (only for Masterpact MTZ). Allows to configure the devices in the Acti 9 channels. B Device Values Allows to view these parameters when Ecoreach is connected with device. C Project Values Allows to change the parameter values according to the application needs. D Write to device Allows to transfer the project values to the device. E Write to project Allows to transfer the device values to the project. F Refresh all Allows to view the updated changes in the Device values. G Yellow highlighter Allows to identify the discrepancies between the original settings and current settings of the selected device. NOTE: To go back to other settings in the Device view, click the arrow next to the device name. These features are enabled only when the device is connected. 50 DOCA0069EN 10/2016

51 Configuring the Device Step Action 1 Connect the device. 2 Click Configure Launch. Result: The configuration setting (see page 50) page is displayed. 3 Select the required tab in the configuration setting. 4 Click Write to project to transfer the Device Values to the project. Result: The Device Values in all the tabs are transfered to the project. Project values and device values are same. 5 Modify the project values in the respective setting tabs (if required). Result: A yellow highlighter appears indicating the difference between the project and device values. NOTE: To add devices in the Acti 9 channels, refer Configuring the Acti 9 Channels (see page 56). 6 Click Write to device to transfer the modified project values from all the tabs to the device. Result: The Device Password dialog box displays the default password (0000). NOTE: For Acti 9 Smartlink and power meters, there is no password confirmation to perform Write to device. 7 Click Ok in the Device Password dialog box. Result: The STATUS dialog box displays that the project values are successfully transfered to the device. DOCA0069EN 10/

52 Dual Setting Overview NOTE: The dual setting function is available only for Masterpact MTZ devices. The dual setting function consists of two sets of parameters on the following protections, according to the type of control unit in Masterpact MTZ: Long time overcurrent protection Short time overcurrent protection Instantaneous overcurrent protection Ground fault protection You can switch from one set to the other under certain operating conditions. A typical application is to adjust short-circuit protection when the circuit breaker can be supplied by two sources with very different short-circuit currents. For example, the circuit breaker is supplied by either a grid or a generator. When the dual setting function is enabled, two sets of protection parameters are available: Set A corresponds to the settings currently selected. Set B is a new set of protection parameters. For more details on dual settings, refer to Micrologic X Control Unit User Guide. Switching the Parameters NOTE: Switching parameter can be performed only if the Masterpact MTZ is connected through USB. To switch from set A parameters to set B, follow the steps. Step Action 1 Connect the device. 2 Click Configure Launch in the Device View. Result: The configuration screen is displayed with Protection tab enabled. 3 Click Write to project. 4 Under Dual Setting Protection Set B, select On. Result: Copy set A to set B is enabled. 5 Edit the required set B settings, and click Write to device. Result: Device Password dialog box appears with default password (0000). 6 Click Ok. Result: The project values are written to the device. Switch to set B is enabled. 7 Click Switch to set B. Result: The Set B parameters under Dual Setting Protection are Active. The Switch to set A is enabled. Result: NOTE: If you want to copy the values of set A to set B, click Copy set A to set B. 52 DOCA0069EN 10/2016

53 Password Management Overview NOTE: The Reset password is available only for circuit breakers and is enabled only when a circuit breaker is connected. Two password levels are defined, each corresponding to a role: Levels 3 is used for general purpose roles, like an operator role. Level 4 is the administrator level. The administrator level is required to write the settings to the devices using Ecoreach. Default Password Password Level Default Value Level 3 (Control password) 3333 Level 4 (Administration password) 0000 Password Setup NOTE: It is recommended to change the password on first login. The default passwords can be changed in two cases: When a password is forgotten. When a secured password is required for your system. To reset any level of the password, follow the steps. Step Action 1 Connect the required circuit breaker in the Device view (see page 35). 2 Click Reset password in the Device view (see page 35). Result: The Reset password dialog box is displayed. 3 Click the required tab. 4 Enter the Old Password. DOCA0069EN 10/

54 Step Action 5 Enter New Password and Confirm Password. NOTE: The password must contain only numeric values from Click OK. Result: The password dialog box is displayed. 7 Enter the old password, and click OK. Result: The password is updated successfully. The Back to factory passwords resets all the level passwords to the default password. You have to provide the old administration password while performing Back to factory passwords. NOTE: If the old password is forgotten, then contact Schneider Electric Customer Care Center for assistance. 54 DOCA0069EN 10/2016

55 Remote Padlock Position Overview Ecoreach provides a secured option to lock and unlock the EIFE interface during the maintenance phase. The write operation is disabled by selecting the lock option. Lock Operation Step Action 1 Connect the device. 2 Click Configure Launch. 3 Click Communication tab, and perform Write to project. 4 Under TCP Remote padlock position, select Lock. 5 Click Write to device. Result: The Device Password dialog box displays the default password (0000). 6 Click Ok in the Device Password dialog box. DOCA0069EN 10/

56 Configuring the Acti 9 Smartlink Channels Overview In Ecoreach, you can connect the Acti 9 Smartlink devices (Modbus/Ethernet/SI B) and configure the following devices in their respective channels: Wired devices Test devices Procedure NOTE: Acti 9 Smartlink Modbus displays 11 digital channels. Acti 9 Smartlink Ethernet displays 7 digital channels and 1 analog channel (Channel 8). Acti 9 Smartlink SI B displays 7 digital channels and 1 analog channel (Channel 8). Step Action Wired devices 1 In the required channel, select Wired devices in Device category. Result: The Device type, Name, Label and Usages are displayed. 2 NOTE: The Usages is available only for the Acti 9 Smartlink SI B device. Click Edit Device Type Result: in Device type. 3 Select the required device type and click Ok. 4 Enter the Name and Label. 4 In the Usages list, select the required option. Pulse counters 1 In the required channel, select the Pulse counters in the Device category. Result: Input1 and Input2 are displayed. 2 Under Input 1 Device type, click. Result: 3 Select the required device type, and click Ok. 4 Enter the Name and Label as required. 56 DOCA0069EN 10/2016

57 Step Action 5 In the Usages list, select the required option. 6 Edit the Energy meter pulse weight(wh), Energy meter consumption value(kwh), and Energy meter unit as required. 7 Follow the steps 2 to 5 for Input 2. Standard IO 1 Select Standard IO in the Device category. Result: Input1, Input2 and Output parameters are displayed. Standard I/O is selected default in Input1 Device type. 2 Enter the Name and Label. 3 In the Usages list, select the required option. 4 Select the required command in Meaning of Input1 = 0 and Meaning of Input 1 = 1. 5 Follow the steps 2 to 3 for Input 2 and Output parameters. DOCA0069EN 10/

58 Device Section Check up 4.2 Device Check up What Is in This Section? This section contains the following topics: Topic Page Device Check up 59 Logs 62 Control DOCA0069EN 10/2016

59 Device Check up Overview You can view the real-time values of the selected device from the Device Check up in the Device view (see page 35). You can use this feature during the switchboard commissioning and maintenance period. Ecoreach is not recommended to be used as real-time SCADA software. The Device Check up display the main electrical parameters of the selected device under the following tabs: Devices Tabs Device Check up Circuit Breakers Device Measures Logs I/O Status Maintenance Acti 9 Smartlink Devices Device Check up Power Meters Measures NOTE: You need to connect the device to view the parameter values under the respective tabs. Device In the Device tab, you can view the hardware status of the device. Depending on the device selected, you can view the breaker position, trip indicator, trip electric fault indicator, spring status, circuit breaker status (open, close or force trip) (see page 64), breaker racked position, alarm status, tripping information, last measurements before trip (current, voltage, frequency and so on) and cradle status. Only for the Masterpact MTZ device, you can also reset alarms (seepage67) and export the waveform capture (WFC) log files. To download the waveform capture (WFC), you must install the waveform capture module through digital modules (see page 86). Click Device Trip Context to download the waveform capture (WFC) log files. Measures In the Measurement tab, you can monitor the real-time measurements of all the connected devices. It automatically reads and displays the real-time values of the selected device at regular intervals. You can read the following real-time measurements: Current Voltage Power Energy Network frequency Harmonics The Harmonic measurements refresh for every one minute, whereas other real-time measurements refresh for every five seconds. To read the detailed view of real-time measurements, click More in the respective measurements. Only for the Masterpact MTZ devices, the minimum and maximum values of real-time measurements are displayed and it can be reset. DOCA0069EN 10/

60 Logs In the Logs tab, you can export and view the logs and histories stored in a device as a.csv file. The files are downloaded in the Chrome bowser. I/O Status In the I/O Status tab, you can: View the status of all the digital inputs, digital outputs, and analog inputs. Test the IO module status by forcing its output to 0F or 1F (see page 67). Maintenance In the Maintenance tab, you can monitor the maintenance values of the connected circuit breaker. It reads the data from the device at every 5 seconds. You can read the following maintenance values: Contact counter Circuit breaker trip counter Breaker command counter Maintenance general data Load profile Temperature profile Protection trip counter Device identification data NOTE: These maintenance values are not available for Masterpact MTZ. You can read the following maintenance values for Masterpact MTZ: Cradle position counters Last operation dates Device Check up In the Device Check up tab, you can monitor the energy consumption and status of the devices added in the Acti 9 channels. The control operation for each digital channel is displayed based on the status of the device. You can confirm the performance check of each device by selecting the Tested check box and it is viewed in project report (see page 69). You can perform the following control operation for any digital channels by changing the toggle button: 0 V (Open or Trip) 24 V (Close) NOTE: Input 1 and Input 2 register values are 0 or 1, regardless of the connected device. Commands (Open/Close) work the same way. 60 DOCA0069EN 10/2016

61 The following table presents the different displays depending on the type of connected device: Register Value IOF+SD24 OF+SD24 RCA ic60 Reflex ic60 iact24 iatl24 Breaker I/O Standard I/O Input 1 1 Closed Closed Closed O/C = 1 O/C = 1 O/C = 1 I1 = 1 I1 = 1 0 Open Open Open O/C = 0 O/C = 0 O/C = 0 Open I1 = 0 Input 2 1 Not tripped Not tripped Not tripped auto/off = 1 Not tripped I2 = 1 0 Tripped Tripped Tripped auto/off = 1 Tripped I2 = 0 Command button X X X X X X Pulse weight configuration DOCA0069EN 10/

62 Logs Overview You can export and view the logs and histories stored in a device from the Logs tab. The logs and histories are stored in a device as a command separated file (.csv). NOTE: The histories and log files can be viewed only after connecting to a device. List of Histories and Log Files You can export and view the following event histories and logs depending on the selected device: Alarm log Trip log Measurement Min-Max events log Protection events log Measurement events log Protection Maintenance events log Measurement Maintenance events log BCM events log IO1 events log IO2 events log Alarm Log The following figure shows an example of a log file template for Alarm log: Depending on the selected device, the.csv file displays the following device details: Product Identification List of records Additional part (Counters) The table shows the steps to export the Alarm log data. Step Action 1 Click Monitoring Launch in the Device view (see page 35). 2 Click Logs tab. 62 DOCA0069EN 10/2016

63 Step Action 3 Select Alarm log, and click Export. Result: Alarm log file (.csv) is exported to Chrome browser. SUCCESS dialog box is displayed. 4 Click Ok in the SUCCESS dialog box. DOCA0069EN 10/

64 Control Overview You can check the control function of the circuit breaker that is added in a project from the Device tab. You can open, close, or reset the connected circuit breaker. DANGER HAZARD OF ELECTRIC SHOCK, EXPLOSION, OR ARC FLASH Do not allow any person to work on electrical network, without physically validating the completeness of software action for: Opening the breaker or switching off the electrical circuit. Closing the breaker or switching on the electrical circuit. Failure to follow these instructions will result in death or serious injury. Opening a Circuit Breaker Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click the Device tab. Result: Displays the device status with Open button enabled. Close and Reset buttons are disabled. 3 Click Open button. Result: Displays the Device Password dialog box. 4 Enter the device administrator password as set in the device, and click Ok. Result: Circuit breaker is opened successfully. Close button is enabled. Closing a Circuit Breaker Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click the Device tab. Result: Displays the device status with Close button enabled. Open and Reset button are disabled. 3 Click Close button. Result: Displays the Device Password dialog box. 4 Enter the device administrator password as set in the device, and click Ok. Result: Circuit breaker is closed successfully. Open button is enabled. 64 DOCA0069EN 10/2016

65 Resetting a Circuit Breaker The Reset button is available only for the Compact NSX circuit breaker equipped with the motor mechanism. This button is enabled only when a trip occurs. Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click the Device tab. Result: Displays the device status with Reset button enabled. Open and Close buttons are disabled. 3 Click Reset button. Result: Displays the Device Password dialog box. 4 Enter the device administrator password as set in the device, and click Ok. Result: Circuit breaker is reset successfully. Close button is enabled. Forcing a Trip The Force Trip button is available only for the Masterpact MTZ circuit breaker. Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click the Device tab. Result: Displays the device status with Open and Force Trip button enabled. Close buttons is disabled. 3 Click Force Trip button. Result: Displays the Warning message. 4 Enter the device administrator password as set in the device, and click Ok. Result: Force Trip Result Table displays the force trip status as successful. Close button is enabled. If you need to perform the force trip again, click Repeat in the Force Trip Result Table. DOCA0069EN 10/

66 Breaker Closing Inhibition In the electrical installation, it is possible to inhibit the breaker closing orders.you can set the breaker closing inhibition through any of the below channels. Ecoreach or SCADA Physical input from IO module To set the breaker closing inhibition in Ecoreach: Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click Device tab. Result: Under Breaker Closing Inhibition Status: Set Inhibition is enabled. Remove Inhibition is disabled. 3 Click Set Inhibition to enable breaker closing inhibition. Result: Close breaker inhibited is enabled. The breaker inhibition through IO module is allowed depending on a specific parameter. This specific parameter is accessible in Ecoreach. To set the breaker inhibition through IO module in Ecoreach: Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click General Breaker Closing Inhibition Allow control by digital inputs. 3 Perform Write to project. 4 Select Enable/Disable in Allow control by a digital input. 5 Perform Write to device. Setting Energy Counters NOTE: You must connect the required circuit breaker to set energy counters. You can preset or reset the energy counters in the Energy settings under Measures tab. Depending on the circuit breaker selected, you can see the values of the following energy counters: Active energy Reactive energy Apparent energy The table shows the steps to set the energy counters. Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Under Measures tab, click Energy More. Result: Energy parameters are displayed. 66 DOCA0069EN 10/2016

67 Step Action 3 Click Set Energy Counter. Result: Set Energy Counters dialog box is displayed. 4 Enter the energy values, and click Preset. NOTE: To reset the energy values, click Reset. Result: Displays the Device Password dialog box. 5 Enter the device administrator password as set in the device, and click Ok. Result: Energy values are set successfully. If the Energy per phase module is installed in Masterpact MTZ through digital modules (see page 86), then you can view the energy per phase parameters. Resetting Alarms Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click the Device tab. 3 In the respective alarm view group, click Reset. Result: Displays the Device Password dialog box. 4 Enter the device administrator password as set in the device, and click Ok. Result: Reset alarm operations are successful. Forced Output - IO Module You can check the IO module status by forcing its output to 0F or 1F based on the device and the optional modules available with the device. The function supports the following modules: SDX output module SDTAM module M2C module M6C module IO#1 module IO#2 module The table shows steps to perform the IO module status check. Step Action 1 Click Device Check up Launch in the Device view (see page 35). 2 Click I/O Status tab. Result: DOCA0069EN 10/

68 Step Action 3 Click the required module as you need. 4 Select the required check box in the first column. 5 Click Force To 0 or Force to 1 as you need. Result: Displays the Device Password dialog box. 6 Enter the device administrator password as set in the device, and click Ok. Result: Test Result is successful. To remove the force on the selected IO module, click Unforce. WARNING RISK OF EQUIPMENT DAMAGE Do not force outputs of IO modules when the device is commissioned and in real operation. This function must be performed only when you intend to check the IO status functionality during the installation and testing phase. Failure to follow these instructions can result in death, serious injury, or equipment damage. 68 DOCA0069EN 10/2016

69 Report Section 4.3 Report Configuration Report Overview Ecoreach provides options to generate the following reports: Communication Test & Report Project Report Communication Report You can test the connectivity of the devices added in the project and then generate the communication test report. Step Action 1 Click Create Report Communication Test & Report. Result: Communication Test screen is displayed. 2 Click Run Test. Result: Connectivity Status displays, indicating the connectivity of the device. 3 Click Generate Report. Result: The generated report is displayed in a new tab. 4 Click save or print the report as per your need. Project Report You can generate and view the complete project configuration report with all the devices and its settings. Step Action 1 Click Create Report Project Report. Result: Generated project report is displayed in a new tab. 2 Click save or print the project report as per your need. DOCA0069EN 10/

70 Firmware Section Upgrade 4.4 Firmware Upgrade What Is in This Section? This section contains the following topics: Topic Page Compatibility Check of Device/Firmware and Corrective Actions 71 Firmware Management 73 Acti 9 Smartlink Firmware Management DOCA0069EN 10/2016

71 Compatibility Check of Device/Firmware and Corrective Actions Overview When the ULP modules are upgraded with new functionalities, you need to check the compatibility of the different modules in the IMU system. The Overall System firmware status table helps you to diagnose and identify all discrepancy issues in the ULP modules. This table also provides the recommended actions relevant to the detected discrepancies. NOTE: You can perform this compatibility check only when the device is connected. Overall System Firmware Status To view the firmware status, click Firmware in the Device view (see page 35). The Overall System firmware status displays the following compatibility table. Legend Name Description A Module Lists the ULP modules of the connected device. B Status Displays the compatibility status of the module inside the system. C Current Version Displays the current firmware version installed in the module. D Latest Version Displays the latest firmware version available for upgrade. E Recommended Action Provides the solution for the discrepancies. F Refresh Updates the changes done as per the recommended action. Status Icons Status identifies the discrepancy conditions within the ULP modules. Module Status Nominal Non-critical firmware discrepancy or Non-critical hardware discrepancy Critical firmware discrepancy Critical hardware discrepancy or Hardware degraded Stop or Conflict DOCA0069EN 10/

72 Recommended Actions The Recommended Action provides solution to recover from a compatibility discrepancy situation. Each discrepancy has a generic pre-defined recommended action. The table lists the recommended actions for discrepancy conditions of the ULP module. Module Status Description Recommended Action to be Performed Nominal The ULP module is in nominal mode. None Non-critical firmware discrepancy Non-critical hardware discrepancy Critical firmware discrepancy Critical hardware discrepancy There is a non-critical firmware discrepancy between the ULP module and other modules in the IMU. There is a non-critical hardware discrepancy between the ULP module and other modules in the IMU. There is a critical firmware discrepancy between the ULP module and other modules in the IMU. There is a critical hardware discrepancy between the ULP module and other modules in the IMU. Upgrade firmware (see page 73) at the next maintenance operation Replace module at the next maintenance operation Upgrade firmware (see page 73) Replace module Hardware degraded The ULP module is in degraded mode. Replace module at the next maintenance operation Stop The ULP module is out of service. Replace module Conflict The ULP module is in conflict mode. Remove duplicate module Refresh After performing a recommended action for a specific discrepancy, you can click the Refresh button to update the changes in the Overall System firmware status. 72 DOCA0069EN 10/2016

73 Firmware Management Overview You can update the firmware for the Micrologic control unit of Masterpact MTZ, Micrologic trip units of Compact NSX, and Powerpact H-, J-, L-frame circuit breaker ranges from the Firmware settings in the Device view (see page 35). You can upgrade the firmware of the below modules: Micrologic X control unit (Masterpact MTZ) NSX Micrologic trip unit IFM IFE/EIFE interface Maintenance module (UTA) STR7 layer FDM121 display module firmware and languages BCM ULP module IO modules (two modules) Acti 9 Smartlink Modbus Acti 9 Smartlink Ethernet Acti 9 Smartlink SI B (Ethernet Zigbee) NOTE: It is recommended to first update firmware for the communication modules like IFM, IFE, EIFE or BCM ULP. Signed Firmware NOTE: The signed firmware check is performed only for the following devices: Micrologix X control unit IO module IFE EIFE All firmware designed for the Masterpact MTZ IMU is signed using the Schneider Electric public key infrastructure. The digital signatures can be authenticated using the public certificate that is present in Ecoreach software. When firmware upgrades are uploaded to the Masterpact MTZ IMU, the Micrologic X control unit also automatically verifies the digital signature of the upgrade package. This verification is done using the public certificate present in the Ecoreach. For security reasons, public certificates are subject to change. Therefore, it is a major security requirement and it is your responsibility to check that the latest version of Ecoreach software is used to download and install firmware upgrades. Only the latest version of Ecoreach software uses a valid certificate. Upgrading Firmware - ULP Modules You can upgrade the firmware of all the ULP modules as follows. Step Action 1 Click Firmware settings in the Device view (see page 35). Result: Overall System firmware status is displayed. 2 Click in the Recommended Action column to update the firmware for the respective ULP module. Result: A confirmation dialog box for the firmware upgrade is displayed. DOCA0069EN 10/

74 Step Action 3 Click Yes. Result: The firmware upgrade starts and the progress bar is displayed. 4 The firmware upgrade is completed. Result: NOTE: Before you proceed with the IFM firmware upgrade through IFE, ensure to change the response timeout parameter to 2 seconds in the IFE web page. 74 DOCA0069EN 10/2016

75 Upgrading Firmware and Language Files - FDM121 During FDM121 firmware upgrade, the language files get updated automatically. NOTE: The FDM121 displays the IMU information in 10 languages: Five fixed default languages (Chinese, English UK, English US, French, and Spanish) Five optional languages Step Action 1 Click Firmware settings in the Device view (see page 35). Result: Overall System firmware status is displayed. 2 Click in the Recommended Action column to update the firmware for the FDM121 module. Result: A confirmation dialog box for the firmware upgrade is displayed. 3 Click Yes. Result: The firmware upgrade starts and the progress bar is displayed. DOCA0069EN 10/

76 Step Action 4 The firmware upgrade is completed for FDM121 module. Result: Upgrading Firmware and Web Page Files - IFE You can upgrade the web page file along with the firmware upgrade. Ecoreach downloads the latest firmware and web page files together in one click. NOTE: If IFE module is connected through USB connection with Masterpact MTZ system, then firmware upgrade of IFE module cannot be preformed. Before starting the firmware upgrade for IFE, take backup for device log files. Step Action 1 Click Firmware settings in the Device view (see page 35). Result: Overall System firmware status is displayed. 2 Click in the Recommended Action column to upgrade the firmware for the IFE module. Result: A warning message is displayed to take backup of device log files. 3 Click Ok. Result: A confirmation dialog box for the firmware upgrade is displayed. 76 DOCA0069EN 10/2016

77 Step Action 4 Click Yes. Result: The firmware upgrade starts, and the progress bar is displayed. 5 The firmware upgrade is completed for IFE module. Result: DOCA0069EN 10/

78 Upgrading Firmware and Web Page Files - EIFE You can upgrade the web page file along with the firmware upgrade. Ecoreach downloads the latest firmware and web page files together in one click. NOTE: If EIFE module is connected through USB connection with Masterpact MTZ system, then firmware upgrade of EIFE module cannot be preformed. Step Action 1 Click Firmware settings in the Device view (see page 35). Result: Overall System firmware status is displayed. 2 Click in the Recommended Action column to upgrade the firmware for the EIFE module. Result: A confirmation dialog box for the firmware upgrade is displayed. 3 Click Yes. Result: The firmware upgrade starts, and the progress bar is displayed. 4 The firmware upgrade is completed for EIFE module. Result: 78 DOCA0069EN 10/2016

79 Upgrading Firmware - IO Module NOTE: If IO module is connected through USB connection with Masterpact MTZ system, then firmware upgrade of IO module cannot be preformed. Step Action 1 Click Firmware settings in the Device view (see page 35). Result: Overall System firmware status is displayed. 2 Click in the Recommended Action column to upgrade the firmware for the IO module. Result: A confirmation dialog box for the firmware upgrade is displayed. 3 Click Yes. Result: The firmware upgrade starts, and the progress bar is displayed. 4 The firmware upgrade is completed for IO module. Result: DOCA0069EN 10/

80 Upgrading Firmware - Micrologic X Control Unit (Masterpact MTZ) The firmware upgrade for Micrologic X can be done only through USB connection. Step Action 1 Click Firmware settings in the Device view (see page 35). Result: Overall System firmware status is displayed. 2 Click in the Recommended Action column to upgrade the firmware for the Masterpact MTZ. Result: A confirmation dialog box for the firmware upgrade is displayed. 3 Click Yes. Result: Device Password dialog box is displayed. 4 Enter the default password (0000) and click OK. Result: The firmware upgrade starts, and the progress bar is displayed. 80 DOCA0069EN 10/2016

81 Step Action 5 The firmware upgrade is completed for Masterpact MTZ. Result: DOCA0069EN 10/

82 Acti 9 Smartlink Firmware Management Overview Ecoreach allows you to upgrade the firmware of: Acti 9 Smartlink Modbus Acti 9 Smartlink Ethernet Acti 9 Smartlink SI B (Ethernet Zigbee) Upgrading Firmware - Acti 9 Smartlink Modbus Step Action 1 Click Firmware settings in the Device view (see page 35). 2 Click in the Recommended Action column to update the firmware for the SmartLink - Modbus module. Result: A confirmation dialog box for the firmware upgrade is displayed. 3 Click Yes. Result: The firmware upgrade starts and the progress bar is displayed. 82 DOCA0069EN 10/2016

83 Step Action 4 The firmware upgrade is completed. Result: 5 Restart the Acti 9 smartlink device after the firmware upgrade is successful. Upgrading Firmware - Acti 9 Smartlink Ethernet Step Action 1 Click Firmware settings in the Device view (see page 35). 2 Click in the Recommended Action column to update the firmware for the Smartlink - Ethernet module. Result: A confirmation dialog box for the firmware upgrade is displayed. 3 Click Yes. Result: The firmware upgrade starts, and the progress bar is displayed. DOCA0069EN 10/

84 Step Action 4 The firmware upgrade is completed. Result: 5 Restart the Acti 9 smartlink device after the firmware upgrade is successful. Upgrading Firmware - Acti 9 Smartlink SI B (Ethernet Zigbee) Step Action 1 Click Firmware settings in the Device view (see page 35). 2 Click in the Recommended Action column to update the firmware for the SmartLink - Ethernet Zigbee module. Result: A confirmation dialog box for the firmware upgrade is displayed. 84 DOCA0069EN 10/2016

85 Step Action 3 Click Yes. Result: The firmware upgrade starts and the progress bar is displayed. 4 The firmware upgrade is completed. Result: 5 Restart the Acti 9 smartlink device after the firmware upgrade is successful. DOCA0069EN 10/

86 Digital Section Modules 4.5 Digital Modules Purchase, Install, or Remove a Digital Module Overview Digital modules are optional modules that extend the features available across Masterpact MTZ devices. These modules can be purchased, downloaded, and installed on a Masterpact MTZ device without interrupting the services of the functions provided in it. Ecoreach provides options to buy, install, or remove the optional module. For more details on digital modules, refer to Optional Digital Modules, Micrologic X Control Unit User Guide. Purchasing a Digital Module Each Masterpact MTZ device has an unique serial number. The digital module purchased for a specific Masterpact MTZ device will not be compatible for other Masterpact MTZ devices. Step Action 1 Click Digital Module Launch in the Device View. Result: Digital Module screen is displayed with optional modules and its serial numbers. 2 Click Buy on the required optional module. Result: Go Digital Login is displayed on a chrome browser. 3 Click Login if you are an existing user. Else, click Register and create an account. 4 Enter the details in the Godigital login screen. 86 DOCA0069EN 10/2016

87 Step Action 5 Choose the required digital modules, and add to the cart. 6 Submit the cart. The purchase is validated depending on the profile of the user. Result: A validation is sent to respective address. 7 Click the link in the to download the data file of the purchased digital module to the PC. Installing the Digital Module Once a digital module is purchased in the Go Digital marketplace, it can be installed in the associated Masterpact MTZ device using Ecoreach. NOTE: You can install a digital module only through USB connection (see page 17). Before installing a digital module, the Masterpact MTZ device should be connected in Ecoreach. Step Action 1 Click Digital Module Launch in the Device View. Result: Digital Module screen is displayed with optional modules and its serial numbers. 2 Click Install in the respective digital module. Result: Device Password dialog box is displayed. 3 Enter the device password (default password: 0000), and click Ok. 4 Browse the data file of the purchased digital module to be installed. Result: Installation progress and is successful. Remove is enabled. NOTE: The status of the installed digital modules can be viewed in the project report (see page 69). Removing the Digital Module NOTE: You can remove a digital module only through USB connection (see page 17). Before installing a digital module, the Masterpact MTZ device should be connected in Ecoreach. Step Action 1 Click Digital Module Launch in the Device View. Result: Digital module screen is displayed with optional modules and its serial number. 2 Click Remove in the respective digital module. Result: Device Password dialog box is displayed. 3 Enter the device password (default password: 0000), and click Ok. Result: Uninstalling progress and is successful Digital module screen is refreshed. Buy and Install are enabled. DOCA0069EN 10/

88 DOCA0069EN-04 Schneider Electric Industries SAS 35, rue Joseph Monier CS30323 F Rueil Malmaison Cedex As standards, specifications and designs change from time to time, please ask for confirmation of the information given in this publication. 10/2016