Access Energy Manager (AEM) Sub Billing Software 2.0. Commissioning & Operations Guide

Transcription

1 Access Energy Manager (AEM) Sub Billing Software 2.0 Commissioning & Operations Guide

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3 DANGER Hazardous voltages and high-speed moving parts in electrical devices communicating with AEM. Can cause death, serious injury or property damage. See safety instruction contained herein. Restrict use to qualified personnel. The use of unauthorized parts in the repair of the equipment or tampering by unqualified personnel will result in dangerous conditions that can cause death, serious injury or property damage. PLEASE READ AEM can be used to manually send commands to devices and to reconfigure the settings of devices. IMPORTANT The information contained herein is general in nature and not intended for specific application purposes. It does not relieve the user of responsibility to use sound practices in application, installation, operation, and maintenance of the equipment purchased. Siemens reserves the right to make changes at any time without notice or obligations. Should conflict arise between the general information contained in this publication and the contents of drawings or supplementary material or both, the latter shall take precedence. QUALIFIED PERSONNEL For the purposes of this manual and product labels, qualified personnel is one who is familiar with installation, construction, or operation of the equipment and the hazards involved. In addition, s/he has the following qualifications. (a) is trained and authorized to enrgize, de-energize, clear, ground, and tag circuits and equipment in accordance with established safety practices. (b) is trained in the proper care and use of protective gear equioment such as rubber gloves, hard hat, safety glasses or face shields, flash clothing, etc., in accordance with established safety procedures. (c) is trained in rendering first aid. SUMMARY These instructions do not purport to cover all details or variations in equipment, nor to provide for every possible contingency to be met in connection with installation, operation, or maintenence. Should further information be desired or should particular problems arise which are not covered sufficiently for the purchaser s purposes, the matter should be referred to the local Siemens Energy & Automation, Inc. sales office. THE CONTENTS OF THIS INSTRUCTION MANUAL SHALL NOT BECOME PART OF OR MODIFY ANY PRIOR OR EXISTING AGREEMENT, COMMITMENT OR RELATIONSHIP. THE SALES CONTRACT CONTAINS ALL OBLIGATIONS OF SIEMENS ENERGY & AUTOMATION, INC. THE WARRANTY CONTAINED IN THE CONTRACT BETWEEN THE PARTIES IS THE SOLE WARRANTY OF SIEMENS ENERGY & AUTOMATION, INC. ACCESS, ISGS, Isolated Multi-Drop, S7-I/O, SBwin, SAMMS-LV, SAMMS-MV, SEAbus, SIEServe, Static Trip III, Wisdom, and WinPM are trademark, Sensitrip and Sentron are registered trademarks of Siemens Energy & Automation, Inc. SIEMENS is a registered trademark of Siemens AG. Windows is a trademark of Microsoft Corporation..

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5 Table Of Contents TABLE OF CONTENTS... 1 INTRODUCTION TO ACCESS ENERGY MANAGER Welcome to ACCESS Energy Manager AEM Features AEM offers you feature for Monitoring Configuring Billing Report Load Analysis Report AdHoc Report AEM Security ACCESS Energy Manager Help Contents and Organization GETTING STARTED Understanding ACCESS Energy Manager (An Overview) System Requirements Software Installation Login AEM Login to AEM Logout of AEM Procedure What to do next ACCESS Energy Manager Interface Header Menu Main Menu Tab Work Area Toolbar Status Menu Bar What to do next About AEM Toolbar HOW TO How To Configuring Your Computer Display Configuring your Internet Explorer AutoComplete Cookie settings

6 Printing Settings what to do next How to launch Access Energy Manager What to do next How to Install IIS Installing IIS To install IIS How to Install MSMQ Installing MSMQ To install MSMQ About MSMQ Configuring Your IIS Create Default Document To Create A New Default Document Special Instructions for Installing AEM on a system with WinPM.Net Follow the procedure to Troubleshoot this problem UnInstall MSDE Install ACCESS Energy Manager (AEM) Update the configuration for WinPM.Net after installing AEM Need Help? How to UnInstall ACCESS Energy Manager Setup Projects...36 Project Title Date Created Default Project Rename Project Remove Project Open Project Related Topic Creating New Projects Procedure What to do next Opening Projects Procedure Renaming Projects Procedure Removing Projects Procedure Setup Connections...41 AEM Connection Types Adding Connections Adding a SEAbus/COM Connection When to perform What you need to know first

7 Procedure What to do next Adding a SEAbus/Ethernet Connection When to perform What you need to know first Procedure What to do next Adding a Modbus/COM Connection When to perform What you need to know first Procedure What to do next Adding a Modbus/Ethernet Connection When to perform What you need to know first Procedure What to do next Adding a Wireless/File Connection When to perform What you need to know first Procedure What to do next Modifying Connections Modifying a SEAbus/COM Connection Procedure Modifying a SEAbus/Ethernet Connection Procedure Modifying a Modbus/COM Connection Procedure Modifying a Modbus/Ethernet Connection Procedure Modifying a Wireless/File Connection Procedure Removing Connections Removing Connections Procedure Resetting Connections When to perform Procedure Setup Devices...64 Device Name Connection Name Device Type Address Modify Device Remove Device

8 Related Topic Adding a Device When to perform What you must do first Procedure What to do next Modifying a Device Procedure Procedure Setup Groups...69 Adding a New Groups To add a group follow these steps: Adding a device to a group To add a device to a group follow these steps: Renaming Group To rename a group follow these steps Removing Group To remove a group follows these steps: Setup Alarms...73 About AEM Alarms What are alarms? Why are they for? How do alarms notify me? What are the types of AEM alarms? Default alarms Alarms Alarm Severity and Alarm Acknowledgement Critical Alarms Non-Critical Alarms Setting Up Contact Procedure Setup Default Alarms Adding a Default Alarm Another AEM alarm option What you need to know first Procedure Modifying Default Alarm When to perform What you need to know first Procedure Removing Default Alarm Procedure Reset to Factory Settings What you need to know first Procedure Setup Alarms Adding a Alarm

9 Another AEM alarm option What you need to know first Procedure Modifying Alarms When to perform What you need to know first Procedure Removing Alarms Procedure Setup Data logs...92 Modify Log Remove Log View Log Related Topic About Data logs What is a data log? What do I use it for? How do I capture data logs? How do I use AEM to directly capture data logs? How do I view data logs? Adding new Data logs When to perform What you need to know first Procedure Viewing Data logs Procedure Modifying Data logs Procedure Removing Data logs Procedure Export Data logs What you need to know first Procedure What to do next Setup Realtime Trends About Realtime Trends What is a Realtime Trend? What do I use it for? How do I capture the Realtime Trend? How do I save the Realtime Trend output? How do I Print the Realtime Trend output? How do I see the realtime trend associated data in a table format?..103 Adding Realtime Trends When to perform What you need to know first Procedure Viewing Realtime Trends What you need to know first

10 Procedure Modifying Realtime Trends Procedure Removing Realtime Trends Procedure Setup Diagrams About System Diagrams What is a System Diagram? How many system diagrams do I need? How do I create system diagrams? Add Diagram When to perform Procedure Add & Edit Elements AEM Element Overview Configuring Numeric Elements Data Item Hyper Jump Display Options Other Options Configuring Analog Elements Data Item Hyper Jump Label Other Options Configuring Alarm Element Alarm Hyper Jump Image Other Options Configuring Trip Unit Element Data Item Hyper Jump Other Options Configuring Breaker Element Data Item Hyper Jump Image Other Options Configuring Hot Spot Element Hyper Jump Other Options Configuring Output Element Data Item Pulse the output Acknowledgement

11 Other Options Configuring Binary Element Data Item Hyper Jump Other Options Configuring Sum Element Data Item Hyper Jump Display Options Other Options Configuring Device Icon Device Type Hyper Jump Other Options Boolean Element Using the Element Data Item Data Item Hyper Jump Other Options Colors Muti-State Boolean Element Using the Element Data Items Hyper Jump Other Options Colors Image Element Device Type Hyper Jump Image Other Options Label Element Label Hyper Jump Other Options Device Name Element Data Item Hyper Jump Other Options Bar Element Data Item Hyper Jump Style Range Other Options

12 Bus Element Hyper Jump Rotation Other Options Setup Modbus Maps Modbus Maps Overview Add Modbus Map Procedure EnumList Procedure Delete AEM Event Logs Deleting AEM Event Logs Procedure Deleting Historical Devices Procedure Administration Setup Users Setting Up User ID and Password Setting Up User ID and Password Procedure Changing User Access Procedure Modifying Users Password Procedure Removing Users Procedure Setting up Contacts Setting up User Contact Procedure Setup Preferences Preferences Settings Groups Data Polling Rate Alarms Display Polling Rate Mail Server Address (SMTP) Preferences Settings Procedure DISPLAY Lists Project List Viewing Project List Procedure Project Title Database Name Date Created

13 Default Project Related Topics Connection List Viewing Connection List Procedure Connection Name Connection Type COM Port Simulation Speed IP Address Total Packets Total Responses Total errors Reset Status Related Topics Device List Viewing Device List Procedure Device Name Connection Name Device Type Address Related Topics Default Alarm List Viewing Default Alarm List Procedure Device Type Register Type Value Wav Alarm List Viewing Alarm List Procedure Device Type Register Type Value Wav Active Alarm List Viewing Active Alarm List Procedure DateTime

14 Device Device Type Register Value Data Log List Viewing Data log List Procedure Exported DataLogs Download Exported DataLogs Procedure Remove Exported DataLogs Procedure Realtime Trends List Viewing Realtime Trends List Procedure Diagram List Viewing Diagram List Procedure Diagram Date Created Last Modified Related Topics Modbus Map List Viewing Modbus Map List Procedure Modbus Map Date Created Last Modified Related Topics AEM EventLogs List Viewing AEM EventLogs List Procedure Scheduled Jobs List Viewing Scheduled Jobs List Procedure Groups Viewing Groups To view a group follows these steps: Viewing Standard Diagram To view the data of a Standard Diagram follow these steps: Viewing Realtime Data To view a Realtime Value follow these steps: Viewing Realtime Trending To view the Realtime Trending follow these steps: Configuring Device Configuration

15 To configure the Device Configuration follow these steps: Clear Settings To clear the settings follow these steps: To view a Summary Data follow these steps: Basic Summary Currents Demand Currents Voltages Energy Power THD's REPORTS Billing Report Create Manual Report Creating Manual Billing Report by Devices Procedure Creating Manual Billing Report by Group Procedure Create Scheduled Report Creating Scheduled Billing Report by Devices Procedure Creating Scheduled Billing Report by Group Procedure Modifying Billing Report Procedure Removing Billing Report Procedure Run Billing Report Procedure What to do next Load Analysis Report Create Manual Report Creating Manual Load Analysis Report by Devices Procedure Creating Manual Load Analysis Report by Group Procedure Create Scheduled Report Creating Scheduled Load Analysis Report by Devices Procedure Creating Scheduled Load Analysis Report by Group Procedure Modifying Load Analysis Report Procedure Removing Load Analysis Report

16 Procedure Run Load Analysis Report Procedure What to do next Procedure Create Scheduled Report Procedure Modifying AdHoc Report Procedure Removing AdHoc Report Procedure Run AdHoc Report Procedure What to do next View Existing Reports Viewing Billing Reports Procedure Viewing Load Analysis Report Procedure View AdHoc Report Procedure AEM DEVICE REFERENCE ACCESS Devices Converters About Ethernet Converter Description Application Features CONTACTING SIEMENS Technical Support INDEX

17 Introduction to ACCESS Energy Manager Introduction to AEM Select one of the help topics below to get started using AEM. You'll find more information to help you use AEM in the Help Contents located to the left of this screen. If you are interested in a specific topic, or can't find what you are looking for, try searching the help Index. Save yourself time; learn how AEM can work for you. Read the following helpful documents: Welcome to AEM! What can AEM do for you? Using Help: Contents and Organization Welcome to ACCESS Energy Manager AEM is a web based software application that allows you to perform analysis on data collected from your electrical system i.e. Power Meters from one convenient location to your computer. AEM gives you the power to analyze your energy usage patterns so you can make intelligent decisions regarding your power consumption. With AEM you can: Determine your energy usage and the corresponding costs by groups and devices. Visualize load profile and energy consumption data in graphical output. Also analyze your energy usage patterns to identify potential savings. View real-time data in tabular as well as graphical trend format from your electrical devices. Setup alarms that notify you if the data from the devices meet an alarm condition. Setup, view and export data logs that record a trend of device data over a specified time interval. View AEM Event log that displays detailed information about each event occurrence in the application such as security related events, alarm related events and system related events. AEM Features AEM is a web-based software application that allows you to perform analysis on data collected from your electrical system. Also allows you to monitor and control a network of communicating electrical devices. AEM offers you feature for... Monitoring Configuring Reporting 13

18 Billing Report Load Analysis Report AEM Security Monitoring AEM offers you these monitoring features: View summary electrical data in real time from your communicating electrical devices and Standard Diagram for your electrical system. View detailed electrical data from 9200 device in your electrical system. View real-time data in tabular as well as graphical trend format from your electrical devices. View alarms and active alarms. View and export data logs that record a trend of device data over a specified time interval. View AEM Event log that displays detailed information about each event occurrence in the application: security related events, alarm related events and system related events. Configuring AEM offers you these configuration features: Configuring the Project, Connections and Devices to your system. Configuring the Groups. Basic Device configuration for your devices and clear settings. Configure alarms that notify you if the data from the devices meet an alarm condition. Configure data logs that record a trend of device data over a specified time interval. Configuring the Realtime Trends. Configuring the Scheduled reports. Configuring System Diagrams Configuring Modbus Maps Billing Report Billing report allows you to analyze energy usage patterns so that you can make intelligent decisions regarding your power consumption. By comparing the costs associated with different utility rates and varied energy usage patterns you can find and eliminate waste or reduce your utility bill. Load Analysis Report Load Analysis report allows you to Visualize load profile and energy consumption data in graphical output. Also analyze your energy usage patterns to identify potential savings. 14

19 AdHoc Report AdHoc report allows you to Visualize any register data in graphical output. In this report, user can select any combination of registers from any devices. AEM Security AEM offers you these security features: Specify who can access AEM by setting up user ID and password. Specify which AEM commands and features each user can access. 15

20 ACCESS Energy Manager Help Contents and Organization This help topic describes the contents and organization of AEM Help. Reading this help topic will help you become familiar with AEM Help. This document has been formatted to be as clean and uncluttered as possible. When reading, please be aware of the formatting cues: Numbered steps indicate procedures that are meant to be done in the order that they appear. Read the entire procedure before proceeding. Bulleted lists show options and features. Bold-faced text indicates the name of a menu option, heading or button. AEM Help is organized into a set of books, with each book containing a number of related topics. The following table illustrates the contents of each book and provides a brief description of the supported topics. Chapter Introduction Getting Started Topics Covered Welcome and summary information about AEM and Features of AEM Tips to insure trouble free operation of AEM. Understanding AEM. System Requirements. Software Installation. Login to AEM. About AEM Interface and Toolbars. How To... Configure some of the settings in your computer. Install some of the necessary components in your computer. Special Instructions for Installing AEM on a system with WinPM.Net Setup Setting up the Configuration for Setup Project, Setup Connection, Setup Device, Setup Groups, Setup Default Alarms, Setup Alarms, Setup Data log, Setup Realtime Trends. Setup Diagrams, Setup Modbus Maps Deleting AEM Event Logs. Setting up the Administration Settings for Adding New Users, Modifying Existing Users and Removing Existing Users. Setting up Preferences for polling rates. Display Displaying existing Groups & Devices connected to 16

21 the Groups in a tree view. Viewing existing Project List, Connection List, Device List, Default Alarm List, Alarm List, Active Alarm List, Data log List, Exported DataLogs List, Realtime Trends List, AEM EventLogs List, Diagram List, Modbus Maps List and Scheduled Jobs List. Viewing Standard Diagram, Realtime Data, Realtime Trending and Summary Data. Configuring Device and Clear settings. Creating new Billing report, Load Analysis report and AdHoc Report. Viewing the existing Billing reports, Load Analysis reports and AdHoc Reports. AEM Device Reference Contacting Siemens Printing Online Help It shows all the device references, which are supported by the ACCESS Energy Manager. Support contact information about getting in touch with Siemens. For your convenience we have assembled the contents of Online Help into a printable document. 17

22 Getting Started In order to successfully run AEM, you need to complete the following tasks. To insure trouble free operation of AEM please read each step in the order that it appears. Understanding AEM (An Overview) AEM System Requirements Software Installation Login to AEM About AEM Interface About AEM Toolbars After successfully installing AEM you should become familiar with the software by reviewing these help topics: Welcome to AEM! What can AEM do for you? Using Help: Contents and Organization 18

23 Understanding ACCESS Energy Manager (An Overview) Siemens ACCESS Energy Manager software allows you to perform detailed analysis of your power system through sub-billing reports, what-if studies, preventive maintenance and power quality studies. With AEM, you can: Visualize load profile and energy consumption data in graphical or tabular formats Analyze your energy usage patterns to identify potential savings Determine energy usage and the corresponding costs by group, Devices Conduct what-if analysis by comparing the costs associated with different rates, or different energy usage patterns (e.g., load shift from on-peak to off-peak periods) View a Event log that displays detailed information about each event occurrence: event type, time of event, user Login and logoffs, active alarms, alarm acknowledgements and electrical data at the time of event. Set up alarms that notify you if a specific device voltage or current is exceeded. Schedule and track electrical equipment maintenance for increased equipment reliability Print reports on demand or on a scheduled basis AEM is a fully web-based product. you can run the application: On the same computer or On a LAN or workgroup, or Across an intranet or the Internet. 19

24 System Requirements ACCESS Energy Manager temporarily requires 50 MB of available disk space on your C drive for installation. This space is allocated for the installation of the Microsoft Desktop Engine (MSDE 2000) needed for proper setup. Depending on the amount of data you intend to capture and store in the ACCESS Energy Manager database, you may need as much as 300 MB of available disk space on the drive you choose for installation. If you plan on conducting analysis of several months of data, you may require several gigabytes of disk space. Contact your salesperson for additional help with determining space requirements. ACCESS Energy Manager uses advanced Internet technology, allowing for greater flexibility in deployment within a company. This advanced technology, however, requires that your computer system be configured with several important operating system and application software components, including (Note: Most of these components are included on the CD): Operating System. This application needs Windows 2000 Professional or Windows XP Professional at a minimum. Please have the Operating System installed before continuing with the installation. Internet Explorer 5.5 or higher. This component will be not be installed automatically. You must have IE 5.5 or higher version to run this application. Notes: you may download it directly from Microsoft at : Installation of Internet Explorer requires a reboot..net Framework. This application is written using Microsoft s new.net Technologies. So the underlying.net Framework needs to be installed to have the application work. This component will be installed automatically if you choose. You must install MSMQ (Microsoft Message Queuing) manually. To see How to Install MSMQ, Click here You must have Microsoft Internet Information Services ( IIS). IIS will not be installed automatically. This is available with the Operating System CD. Please have this component installed before continuing with the installation. To see How to Install IIS manually, Click here Microsoft Desktop Engine (MSDE 2000). If you do not have any SQL Server components installed, the Microsoft Data Engine (MSDE) will be installed automatically. Installation of MSDE 2000 requires reboot. Notes: If you have an older version of MSDE or an older version of SQL Server on you system, it must be upgraded to version 2000 or higher. We suggest you uninstall the older version manually, before you Install AEM. Microsoft Data Access Components (MDAC 2.7 or higher). This component will be installed automatically, if it is not available on your computer. Installation of MDAC requires reboot. If you proceed, the installation program will attempt to install each of the necessary components. Note that the installation of some of these components requires that your system be rebooted before continuing. This means that you may have to reboot several times while installing AEM. 20

25 Software Installation How to install AEM You may proceed with the installation of AEM. 1. Insert the installation CD into your CD-ROM drive. The installation program will be launched automatically. 2. Operating System: The installation program will determine if your operating system components need to be upgraded. You will be notified if any upgrades are required. If the OS is not sufficient, a recommendation will be made for the upgrade and the installation program will be terminated. 3. Internet Information Server (IIS): The installation program will determine if the IIS needs to be installed. If the IIS is not installed, a recommendation will be made for the installation and the installation program will be terminated. To see How to Install IIS. 4. Internet Explorer (IE): If the installation program detects that you do not have Internet Explorer installed, or that you have an outdated version of IE, it will tell you and terminate. We cannot freely distribute this version of Internet Explorer, but you may download it directly from Microsoft at : 5. Windows Installer: Windows Installer version 2.0 or higher is required for the installation to continue. This component will be automatically installed/upgraded if needed. 6..Net Framework: If the installation program detects that you do not have.net Framework SDK installed, or that you have an outdated version of.net Framework SDK, it will attempt to install.net Framework in the background. Cancellation of this subset installation will terminate the installation. 7. Screen Resolution: The minimum requirement is 1024X768. The installation will give you a message and continue if the resolution is less than the abovementioned resolution. 8. Administrator: Installation program requires an Administrator level user to install the software. If it is not an administrator, then a recommendation will be made to re-login as administrator, and the application will be terminated. 9. Microsoft Script Engine 5.6: If the installation program detects that you do not have Microsoft Script Engine 5.6 or Higher installed, or that you have an outdated version of Microsoft Script Engine, it will attempt to install latest Microsoft Script Engine. 10. Microsoft Desktop Engine (MSDE): Once the basic files are copied to your system, the installation program will install MSDE (Microsoft Data Engine) if necessary. If you already have some form of SQL Server 2000 on your system, MSDE will not be installed. Note that the MSDE installation takes several minutes to complete, during which you might think the installation program is not working correctly. Please be patient and wait for it to finish. If the system already has an older version of SQL Server, then it will prompt you to upgrade the SQL Server and terminate the installation. MSDE will not be installed if the system already has some form of SQL Server software. Siemens will not supply the full version of SQL Server for free. However, MSDE 2000 will be supplied at no cost. 11. Microsoft Data Access Components (MDAC): If the installation program detects that the existing MDAC (Microsoft Data Access Components) version is 21

26 not up to date, it will automatically install MDAC. Once installed the system will reboot and AEM installation should resume. If the installation program does not start automatically you may need to restart the program manually. 12. Read through license agreement and click I Agree to continue if you accept the agreement or I Do Not Agree to cancel the installation. 13. Click Next button on the welcome page to continue. 14. Enter the product key number, name and company name to proceed further. Enter Next button. 15. The installation program will prompt you to Choose Destination Location. 16. Later, the installation program will prompt you to Choose Destination Location for the database. The initial database requires about 50 MB of disk space and will likely require much more space as data being collected. Considering these size requirements you may wish to place the database on a drive other than the one used for your programs. Click Next to continue. 17. Now all the required files will be installed on your computer. Wait until the Setup Complete window displays. Select I would like to view README file if you like to do so and click Next to finish. 18. If you select I would like to view README file, you will be able to read the README file on the screen. Closing this file will close the setup program as well. If you did not select I would like to view README file, the setup program will close immediately. 19. After the installation is complete, a new icon ACCESSEnergyManager" will be created on your desktop indicating that ACCESS Energy Manager is ready for use. 22

27 Login AEM AEM is shipped to you with a user ID that has all security permissions enabled. The user ID is siemens. The password is aem. Login to AEM To login to ACCESS Energy Manager follow these steps: 1. Launch the AEM software. This will load the Login Page. 2. Enter your User ID and Password. 3. Click the Login button Notes: If you have provided the correct User ID and Password combination, AEM software will be launched for use. Logout of AEM When you are finished viewing AEM or making changes to your AEM system, you may logout. Logging out prevents unauthorized people from accessing the AEM controls and features set up for your User ID and password. Procedure To logout of ACCESS Energy Manager is as follows 1. Click the Logout button on the Title Header Menu. Result: AEM Logs you out. This will launch the Login Page. What to do next About AEM Interface 23

28 ACCESS Energy Manager Interface The AEM interface consists of a main screen with a title header, a menu bar, a toolbar, a workspace, and a status bar. Header Menu Main Menu Tab Work Area Toolbar Status Menu Pic1. AEM Graphical User Interface Header Menu Located at the top of the screen is the title Header Menu The title header displays the name of the software program ("ACCESS Energy Manager") and with buttons for Logout, Help, About us, Exit. Logout: When you are finished viewing AEM or making changes to your AEM system, logout. Logging out prevents unauthorized people from 24

29 accessing the AEM controls and features set up for your user ID and password. Help: Help will provide help about the system. About us: It will pop up another window, which will give you information about the Product Version Number and Product Identification Number for the system you have installed. A list box displays information about the copyright laws. About us dialog has a hyper link, which goes to Access Product catalog page in the corporate web site. You may click on this link to go Access Product catalog page. Notes: If you would like to close the window, press 'Close' button from the About us dialog. Exit: It will pop up a message box saying that 'The web page you are viewing is trying to close the window - Do you want to close this window?' If you press 'Yes', then it will close all the program including Internet Explorer browser. If you press 'No', then it will not close the program, you may continue to work on the same. Notes: If you want to run the program again, you need to login again Main Menu Tab Left below of the title header is the Main Menu tabs Click on each menu name displays a list of available submenus. You can use the mouse to select the menus and submenus from the Menu Tabs. 25

30 Work Area The main area in the right center of the AEM screen is the Workspace or Work Area. The Work Area is where you view all the screens and edit them. Toolbar Below the workspace is the cool & colorful toolbar. The toolbar consists of a row of buttons, offering quick access to the command that is used most frequently. Each command offered on the toolbar is also available from the menu bar. From left to right, the toolbar commands are Project List; Connection List; Device List; Default Alarm List; Alarm List; Active Alarm List; Data log List; Realtime Trends List; AEM Eventlogs List; Scheduled Jobs List. To choose a command from the toolbar, click on the corresponding toolbar button. For a description of a toolbar command, move the mouse pointer over the toolbar button; the button's function appears on the status bar at the bottom of the screen, and on a small label or ToolTip beside the button. Status Menu Bar Located below the Work Area is the status bar. The status bar has three buttons No Sound, Full Screen, Toolbar, Menubar. No Sound : If you click the No Sound button, will stop the sound for the triggered alarms. You may click the same button to activate the sound or deactivate the sound. Full Screen : If you click the Full screen button, will hide/unhide the Header, Main Menu (Tabs) bar, Toolbar and displays the work area in the full screen with the status bar in the below. Toolbar : If you click the Toolbar button, will hide/unhide the toolbar display. Menubar : If you click the Menubar button, will hide/unhide the Main Menu (Tabs) bar display. W hat to do next About AEM Toolbars 26

31 About AEM Toolbar Like many Windows-based software programs, ACCESS Energy Manager has a toolbar. Because the buttons on the toolbar provide quick access to the AEM functions that you will use most often, spend some time to become familiar with them. The following table describes the function of each button on the AEM toolbar: Click this buttons... To perform the following function... Project List Opens the Project List. The Project List displays the Project Title, Date Created and Default Project. Connection List Device List Default Alarm List Alarm List Active Alarm List Data Logs List Realtime Trends List AEM EventLogs List Scheduled Jobs List Opens the Connection List. The Connections List displays a list of the AEM connections that are set up for your electrical system. Opens the Device List. The Device List displays a list of the AEM devices that are set up for your electrical system. Opens the Default Alarm List. The Default Alarm List displays a list of default alarms that are set up in AEM. Opens the Alarm List. The Alarm List displays a list of alarms that are configured up in AEM. Opens the Active Alarm List. The Active Alarm List displays a list of Active alarm list that are set up in AEM. Opens the Data Logs List. The Data Logs List displays a list of data logs that are set up for your electrical system. Opens the Realtime Trends List. The Realtime Trends List displays a list of the Realtime trends that are set up in AEM Opens the AEM EventLogs List. The AEM EventLogs List displays event logs list that displays detailed information about each event occurrence at a specific date and time. Opens the Scheduled Jobs List. The Scheduled Jobs List displays a list of Scheduled reports that are set up in AEM. 27

32 How To... In order to successfully run AEM, you may need to configure some of the settings in your computer. To insure trouble free operation of AEM please read the following. How To... Configure Your Computer Display Configure Your Internet Explorer Launch AEM Install IIS 5.0 Install MSMQ Configure Your IIS Troubleshoot AEM with WinPM.Net Upgrade AEM UnInstall AEM 28

33 Configuring Your Computer Display The Graphical User Interface Images, reports and graphs generated by AEM are best viewed with your PC's desktop display set to use True Color. To change your settings to True Color follow the instructions below: 1. Click Start, point to Settings, click Control Panel 2. Click Display settings. 3. Click the Settings tab. 4. Select the True Color (32 bit) option in the Color Palette dropdown list box. 5. Click Ok to save the settings. Notes: Some computers may support 24 or 32 bit True Color - either option will work. If you experience any problems with your display please consult your system administrator. 29

34 Configuring your Internet Explorer To ensure trouble free operation of AEM please read each step and you will need to complete the following tasks. AutoComplete Cookie settings Printing settings AutoComplete You may find this message, while you login to AEM To adjust AutoComplete settings You can configure AutoComplete to save and suggest only the information you want. You can choose whether to use AutoComplete for Web addresses, forms and passwords, or not use it all. You can also clear the history for any of these. 1. In Internet Explorer, on the Tools menu, click Internet Options. 2. Click the Content tab. 3. Under Personal information, click AutoComplete. 4. Select the check boxes for the AutoComplete options you want to use. Notes: To avoid the above message dialog, you may have to uncheck 'Prompt me to save passwords'. Click Ok button to save this. Cookie settings To change your Cookie settings: 1. In Internet Explorer, on the Tools menu, click Internet Options. 2. On the Privacy tab, move the slider up for a higher level of privacy or down for a lower level of privacy. 3. Select the cookie settings to Medium. Notes: AEM requires cookies; therefore, if you select a setting that does not allow 30

35 cookies to be saved on your computer, you might not be able to view our Web pages. In order to work AEM successfully, select the cookie settings to Medium. Printing Settings In order to Print your Billing reports successfully, you will need to complete the following tasks. To change your Printing settings: 1. In Internet Explorer, on the Tools menu, click Internet Options. 2. Click on the Advanced tab, scroll down to Printing section. 3. Check the Print background colors and image 4. Click Ok to save the changes. what to do next Launch AEM How to launch Access Energy Manager To launch AEM software. 1. In Internet Explorer, on the File menu, click Open. 2. Type Notes: If you have already created a new Default document in the name of index.aspx, then you can type directly 3. Click Ok to open the Login Page, then follow the link for Login to AEM What to do next Login to AEM 31

36 How to Install IIS Installing IIS Internet Information Services is not a typical installation. You can install IIS by using the Add/Remove Programs application in Control Panel. To install IIS 1. Click Start, point to Settings, click Control Panel and start the Add/Remove Programs application. 2. Select Add/Remove Windows Components, scroll down to see Internet Information Services. 3. Check the Internet Information Services (IIS), click Next button and then follow the on-screen instructions to install IIS. Notes: Please make sure the system is rebooted. To see How to Configure IIS. How to Install MSMQ Installing MSMQ Microsoft Message Queuing is not a typical installation. You can install MSMQ by using the Add/Remove Programs application in Control Panel. To install MSMQ 1. Click Start, point to Settings, click Control Panel and start the Add/Remove Programs application. 2. Select Add/Remove Windows Components, scroll down to see Microsoft Message Queuing. 3. Check the Microsoft Message Queuing (MSMQ), click Next button and then follow the on-screen instructions to install MSMQ. About MSMQ Microsoft Message Queuing (MSMQ) technology enables applications running at different times to communicate across heterogeneous networks and systems that may be temporarily offline. Applications send messages to queues and read messages from queues. MSMQ provides guaranteed message delivery, efficient routing, security, and priority-based messaging. It can be used to implement solutions for both asynchronous and synchronous scenarios requiring high performance. Notes: Please make sure the system is rebooted after installing MSMQ. 32

37 Configuring Your IIS The AEM Installation Program assumes that you have IIS already Installed in your computer. If you do not have IIS installed in your computer, Installation Program will be terminated. To install IIS, Click here to see How to Install IIS. After Installing IIS, follow the Software Installation. The AEM Installation Program will create a Virtual Directory called AEM in your IIS Default web site. This directory contains all the needed files to run Access Energy Manager. Create Default Document The following may be useful for Advanced Users, but it is not necessary: To serve a default document whenever a browser request does specify a document name, follow this procedure. Default documents can be a directory's home page or an index page containing a site document directory listing. To Create A New Default Document 1. Click Start, point to Settings, click Control Panel 2. Click Administrative Tools and then click Internet Services Manager 3. Select the Virtual Directory called AEM in the IIS Default web site 4. Click the Properties toolbar from the top. Result: The AEM properties window will be displayed. 5. Click the Documents tab. 6. Check the Enable Default Documents 7. To add a new default document, click Add. You have to create a New document in the name of Index.aspx, and then click Ok to save. Notes: Documents are served in the order in which the names appear in the list. The server returns the first document it finds. To change the search order, select a document and click the arrow buttons. 8. Select the Index.aspx document and click the arrow buttons until it comes to the first place. 33

38 Special Instructions for Installing AEM on a system with WinPM.Net Follow the procedure to Troubleshoot this problem. Stop MSSQL Services Exit Service Manager UnInstall MSDE 1. Navigate to the Control Panel -> Add/Remove Programs -> MSDE 2. Click on Remove to uninstall MSDE Install ACCESS Energy Manager (AEM) Insert the AEM CD and follow the instructions. Click here for AEM Software Installation Procedure Update the configuration for WinPM.Net after installing AEM 1. Go to the command prompt, after C:\ type: cd Program files\siemens\winpm.net\system\bin and hit enter key. 2. Type pmlmsdesetup -cattach -nwinpm.netnom -dc:\program Files\Siemens\WinPM.Net\network\NoMDB_data.mdf and hit enter key. 3. Type pmlmsdesetup -cattach -nwinpm.netsyslog -dc:\program Files\Siemens\WinPM.Net\syslogs\syslogdb_data.mdf and hit enter key. Notes: 1. The above procedure is valid In this case because WinPM.Net was installed in c:\program Files. If the installation path is different you will need to change the paths in the above commands accordingly. 2. The paths and commands described under Update the configuration for WinPM.Net after installing AEM are not case sensitive. Need Help? To request additional information or assistance with ACCESS Energy Manager or any other ACCESS product feel free to contact us. Click here to Contact US 34

39 How to UnInstall ACCESS Energy Manager 1. Click Start on the desktop task bar to view the system menu. 2. Select the Settings option. A Submenu will display. 3. Click Control Panel to bring up the Control Panel window. 4. Click on the Add/Remove Programs option. 5. Select ACCESS Energy Manager in the programs list box, this will enable the Add/Remove button. 6. Click the Add/Remove button to uninstall ACCESS Energy Manager. 35

40 Setup Projects ACCESS Energy Manger will allow you to create more than one project in the system. Notes: Although for your convenience, AEM provides you with a default project name as AEM When setting up AEM for your electrical system, you may need to add new Project to the system. Once you have created a new project, it will become a default project automatically. Notes: Further if you add Connections, Devices, Groups, Data Logs, etc., all of them will be stored under the new project. This help topic describes how to setup Projects in AEM. Project Title Name for the Project that is meaningful to you and the other people who work with your electrical system. Date Created The Date on which the Project was created. Default Project Default project is the current project and its status is True. Rest of the projects are not a default project and their status is False. Notes: To set Default Project, click here Rename Project Click on this help topic: How to Rename the Project Remove Project Click on this help topic: How to Remove the Project Open Project Click on this help topic: How to Open Project Related Topic Adding New Projects 36

41 Creating New Projects This procedure describes how to add a New Project to your AEM system. Procedure To add a New Project: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Projects. Result: Setup Projects window will be displayed with the existing projects in the Main Screen area. 5. Click the Add New Project button Result: The Add New Project window will be displayed. 6. In the Project Tile field, enter a name for the Project Notes: Enter a name for the Project that is meaningful to you and the other people who work with your electrical system. 7. Click Save button to save the Project Result: The Setup Projects window displays the added Project What to do next After you add a Project to your AEM system, Setup the Connections 37

42 Opening Projects This procedure describes how to Open an existing Project Notes: This is applicable, if you have more than one project. Procedure To Open an existing Project. 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Projects. Result: Setup Projects window will be displayed with the existing projects in the Main Screen area. 5. Click the Open button to the respective project that you may want to open Result: Default project status will become true for the Open Project; rest of the projects will be set as False 38

43 Renaming Projects This procedure describes how to Rename an existing Project Procedure To Rename an existing Project. 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Projects. Result: Setup Projects window will be displayed with the existing projects in the Main Screen area. 5. Click the Rename button to the respective project that you want to rename. Result: The Rename Project window will be displayed. 6. In the Project Tile field, enter the new name for the Project Notes: Enter a name for the Project that is meaningful to you and the other people who work with your electrical system. 7. Click Save button Result: The Setup Projects window displays the renamed Project. 39

44 Removing Projects This procedure describes how to Remove an existing Project Procedure To Remove an existing Project. 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Projects. Result: Setup Projects window will be displayed with the existing projects in the Main Screen area. 5. Click the Remove button to the respective project that you want to remove. Result: The Remove Project window will be displayed. 6. Click Remove button to remove the Project, or press Cancel for not removing the project. Result: If you have removed the project, You will not be able to see the project in Setup Projects window. 40

45 Setup Connections AEM Connection Types When setting up AEM for your electrical system, you start by setting up AEM connections (protocols) for communicate to your electrical devices. Devices can be communicated through these connections. To set up an AEM connection to your electrical devices, you basically add the connection in AEM. When adding the connection, you specify the connection name, connection type and other parameters (COM port, Network, Gateway) through which the connection is made. The types of AEM connections that you need to set up are determined by the Physical connections through which your electrical devices are connected to your computer Communication protocols used by the devices Therefore, to properly set up AEM connections, you need to understand the physical layout of your electrical system and the communication protocols used by each communicating electrical device in the system. AEM allows you to set up the following types of connections: SEAbus/COM SEABUS/COM connection is a connection from a COM port on a AEM computer to electrical devices that communicate using SEABUS protocol. The SEABUS devices can be connected to the COM port by one of the following methods: Directly (RS-232) Via an Isolated Multi-Drop Converter (RS-485) Via some type of modem, such as dial-up, short range, radio, or fiber optic To allow AEM to monitor and control SEAbus devices connected to a COM port on your computer, add a SEAbus/COM connection to your AEM system. SEAbus/Ethernet SEABUS/Ethernet Converter connection is a network connection from a AEM computer to SEABUS devices connected to the network through an Ethernet Converter. To allow AEM to monitor and control SEABUS devices connected to your network through an Ethernet Converter, add a SEABUS/Ethernet Converter Connection to your AEM system. 41

46 Modbus/COM MODBUS/COM connection is a connection from a COM port on a AEM computer to electrical devices that communicate using MODBUS protocol. The MODBUS devices can be connected to a COM port by one of the following methods: Directly (RS-232) Via an Isolated Multi-Drop Converter (RS-485) Via some type of modem, such as dial-up, short range, radio, or fiber optic To allow AEM to monitor and control MODBUS devices connected to a COM port on your computer, add a MODBUS/COM connection to your AEM system. Modbus/Ethernet MODBUS/Ethernet Converter connection is a network connection from a AEM computer to MODBUS devices connected to the network through an Ethernet Converter. To allow AEM to monitor and control MODBUS devices connected to your network through an Ethernet Converter, add a MODBUS/Ethernet Converter Connection to your AEM system. Wireless/File MODBUS/Ethernet Converter connection is a network connection from a AEM computer to MODBUS devices connected to the network through an Ethernet Converter. To allow AEM to monitor and control MODBUS devices connected to your network through an Ethernet Converter, add a MODBUS/Ethernet Converter Connection to your AEM system. This help topic describes about each attributes in the Setup Connections in AEM. Connection Name: Name for the connection (protocol) that is meaningful to you and the other people who work with your electrical system. Connection Type: Type is a protocol and physical connectivity combination. AEM currently supports 5 types of connections which are described above. COM Port: COM Port # is the number of the COM port on your computer to which the physical connection is made. Speed: Speed is the rate at which the devices are communicated. Wireless File Storage Path: This is the location path on the server where all the XML data files are stored for each Wireless device. 42

47 IP Address: If you are connecting to the internet, your ISP must have provided your server's IP address, and the default gateway's IP address. (The default gateway is the ISP computer through which your computer routes all Internet traffic.) Notes: You may contact your network administrator for any help on this. Domain Name System (DNS) : DNS service installed on a computer in your intranet. If your intranet is small, you can use Hosts files on all computers in your network. This step is optional, but it does allow users to use "friendly" text names instead of IP addresses. On the Internet, Web sites usually use the Domain Name System. If you register a domain name for your site, users can type your site's domain name in the DNS field for the browser to contact your site. Notes: You may contact your network administrator for any help on this. Socket Port #: The TCP/IP socket port # that the server listens to for the receiving and sending of requests. Port 80 is typically used by HTTP servers and browsers. Notes: The number of the socket port to use. This must be a value between 1 and Default If No Entry Found: 80 Total Packets: The total number of data packets requested from all devices on the connection since the last reset. Notes: A data packet is a set of data bytes from a device. The type of data included in a packet depends on the device being polled. Total Responses: The number of times AEM got responses for the requests that were made. Notes: No responses The number of times AEM requested a data packet from a device but did not receive a response. Some reasons for no response include A device lost power A network connection was lost Baud rate of the device and the AEM connection port don t match The device address assigned to a device does not match the address set up for that device in AEM Improper communication wiring Notes: No responses occur occasionally even under the best circumstances. A small percentage of no responses relative to the total number of packets requested (1 percent or less) is probably not a problem. Total errors: The number of data errors that AEM has detected. 43

48 Notes: Data errors occur when AEM receives a data packet that contains errors. They occur occasionally even under the best circumstances. A small percentage of data errors relative to the total number of packets requested (1 percent or less) is probably not a problem. A greater percentage may indicate a problem with the COM port or the Baud rate settings. Simulation Data: By checking this, indicates that the connection is in demo mode and the data for all the devices that fall in this connection will be displayed in demo mode. By default, it is unchecked. 44

49 Adding Connections Adding a SEAbus/COM Connection This procedure describes how to add a SEAbus/COM connection to your AEM system. When to perform Add this type of connection to allow AEM to monitor and control devices that communicate using SEAbus protocol and connect to the COM port of your computer by one of the following methods: Directly (RS-232) Via an Isolated Multi-Drop Converter (RS-485) What you need to know first Before performing this procedure, learn about the AEM Connection Types. Procedure To add a SEAbus/COM connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Add New Connection button Result: The Add New Connection window is displayed. 6. In the Connection Name field, enter a name for the Connection. Notes: Enter a name for the Connection that is meaningful to you and the 45

50 other people who work with your electrical system. 7. From the Connection Type drop-down list, select the Connection type as SEAbus/COM Connection. 8. From the Select Speed drop-down list, select the baud rate for the connection. 9. In the COM Port # field, enter the number of the COM port on your computer to which the physical connection is made. 10. UnCheck the Simulation Data if you want to communicate to the device in realtime. 11. Click the Save button to save the Connection Result: The Setup Connection window displays the added connection. What to do next After you add connections to your AEM system, Setup the Devices. 46

51 Adding a SEAbus/Ethernet Connection This procedure describes how to add a SEAbus/Ethernet connection to your AEM system. When to perform Add this type of connection to allow AEM to monitor and control devices that Communicate using SEAbus protocol Connect to the network port of your computer through direct Ethernet or via an Ethernet Converter or via an Ethernet Gateway. What you need to know first Before performing this procedure, learn about the AEM Connection Types. Procedure To add a SEAbus/Ethernet connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Add New Connection button Result: The Add New Connection window is displayed. 6. In the Connection Name field, enter a name for the Connection 47

52 Notes: Enter a name for the Connection that is meaningful to you and the other people who work with your electrical system. 7. From the Connection Type drop-down list, select the Connection type as SEAbus/Ethernet Connection. Result: The Ethernet Port Configuration fields will be displayed. 8. In the IP Address field, enter the IP Address of the Ethernet Port or Ethernet Gateway or Ethernet Converter. Notes: If you are not sure about the IP Address, you may select the radio button DNS (Domain Name System) Name to define the Domain Name in the DNS field. 9. In the DNS Name field, enter the Domain Name of the Ethernet Gateway or Ethernet Converter. 10. In the Socket Port # field, enter a socket port number that your AEM computer and the Ethernet Gateway or Ethernet Converter will use to negotiate communications over the network. 11. UnCheck the Simulation Data if you want to communicate to the device in realtime. 12. C lick the Save button to save the Connection Result: The Setup Connection window displays the added connection. What to do next After you add connections to your AEM system, Setup the Devices. 48

53 Adding a Modbus/COM Connection This procedure describes how to add a Modbus/COM connection to your AEM system. When to perform Add this type of connection to allow AEM to monitor and control devices that communicate using Modbus protocol and connect to the COM port of your computer by one of the following methods: Directly (RS-232) Via an Isolated Multi-Drop Converter (RS-485) Via some type of modem, such as dial-up, radio, short-range, or fiber-optic What you need to know first Before performing this procedure, learn about the AEM Connection Types. Procedure To add a Modbus/COM connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Add New Connection button Result: The Add New Connection window is displayed. 6. In the Connection Name field, enter a name for the Connection Notes: Enter a name for the Connection that is meaningful to you and the 49

54 other people who work with your electrical system. 7. From the Connection Type drop-down list, select the Connection type as Modbus/COM Connection. 8. From the Select Speed drop-down list, select the baud rate for the connection. 9. In the COM Port # field, enter the number of the COM port on your computer to which the physical connection is made. 10. UnCheck the Simulation Data if you want to communicate to the device in realtime. 11. Click the Save button to save the Connection Result: The Setup Connection window displays the added connection. What to do next After you add connections to your AEM system, Setup the Devices. 50

55 Adding a Modbus/Ethernet Connection This procedure describes how to add a Modbus/Ethernet connection to your AEM system. When to perform Add this type of connection to allow AEM to monitor and control devices that Communicate using Modbus protocol Connect to the network port of your computer through direct Ethernet or via an Ethernet Converter or via an Ethernet Gateway. What you need to know first Before performing this procedure, learn about the AEM Connection Types. Procedure To add a Modbus/Ethernet connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Add New Connection button Result: The Add New Connection window is displayed. 6. In the Connection Name field, enter a name for the Connection 51

56 Notes: Enter a name for the Connection that is meaningful to you and the other people who work with your electrical system. 7. From the Connection Type drop-down list, select the Connection type as Modbus/Ethernet Connection. Result: The Ethernet Port Configuration fields will be displayed. 8. In the IP Address field, enter the IP Address of the Ethernet Port or Ethernet Gateway or Ethernet Converter. Notes: If you are not sure about the IP Address, you may select the radio button DNS (Domain Name System) Name to define the Domain Name in the DNS field. 9. In the DNS Name field, enter the Domain Name of the Ethernet Gateway or Ethernet Converter. 10. In the Socket Port # field, enter a socket port number that your AEM computer and the Ethernet Gateway or Ethernet Converter will use to negotiate communications over the network. 11. UnCheck the Simulation Data if you want to communicate to the device in realtime. 12. Click the Save button to save the Connection Result: The Setup Connection window displays the added connection. What to do next After you add connections to your AEM system, Setup the Devices. 52

57 Adding a Wireless/File Connection This procedure describes how to add a Wireless/file connection to your AEM system. When to perform Add this type of connection to allow AEM to monitor and control devices that communicate using Wireless protocol and connect the Wireless Gateway to the COM port of your computer. What you need to know first AEM System has Auto-Configuration feature for Wirless/File Connection Type. Once AEM finds any Wireless devices, then the system automatically adds a Wirelss/File Connection Type. Alternatively, this connection type can be added manually as described below: Before performing this procedure, learn about the AEM Connection Types. Procedure To add a Wireless/File connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Add New Connection button Result: The Add New Connection window is displayed. 6. In the Connection Name field, enter a name for the Connection. Notes: Enter a name for the Connection that is meaningful to you and the other people who work with your electrical system. 53

58 7. From the Connection Type drop-down list, select the Connection type as Wireless/File Connection. 8. In the Wirelss File Storage Path, enter the path for the Wireless Storage xml files. 9. UnCheck the Simulation Data if you want to communicate to the device in realtime. 10. Click the Save button to save the Connection Result: The Setup Connection window displays the added connection. What to do next After you add connections to your AEM system, Setup the Devices. 54

59 Modifying Connections Modifying a SEAbus/COM Connection This procedure describes how to change the attributes of a SEAbus/COM connection that is already set up in your AEM: Connection name The connection name is a name that you assign to the connection. Speed Speed is the rate at which the devices will be communicated. COM port used by the connection The COM port is the number of the physical COM port to which the devices that the connection serves are connected. Notes: Once you add a connection to your AEM system, you cannot change its connection type. For example, you cannot change a SEAbus/COM connection to a SEAbus/Ethernet connection. If you no longer need a certain type of connection, delete the connection and add a new connection of the type that you want. Procedure To change the attributes of a SEAbus/COM connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Modify link to the respective Connection that you want to edit. Result: The Modify Connection window will be displayed. 6. In the Connection Name field, enter a new name for the Connection Notes: Enter a new name for the Connection that is meaningful to you and the other people who work with your electrical system. Notes: Connection Type cannot change. 7. From the Select Speed drop-down list, select another baud rate for the connection. 8. In the COM Port # field, enter another COM port on your computer to which the physical connection is made. 9. Uncheck the Simulation Data if you want to communicate to the device in realtime. 10. Click the Save button to save the modified Connection Result: The Setup Connection window displays the modified connection. 55

60 Modifying a SEAbus/Ethernet Connection This procedure describes how to change the attributes of a SEAbus/Ethernet connection that is already set up in your AEM: Connection name The connection name is a name that you assign to the connection. IP Address: If you are connecting to the internet, your ISP must have provided your server's IP address, and the default gateway's IP address. (The default gateway is the ISP computer through which your computer routes all Internet traffic.) Notes: You may contact your network administrator for any help on this. Domain Name System (DNS): DNS service installed on a computer in your intranet. If your intranet is small, you can use Hosts files on all computers in your network. This step is optional, but it does allow users to use "friendly" text names instead of IP addresses. On the Internet, Web sites usually use the Domain Name System. If you register a domain name for your site, users can type your site's domain name in the DNS field for the browser to contact your site. Notes: You may contact your network administrator for any help on this. Socket Port #: The TCP/IP socket port # that the server listens to for the receiving and sending of requests. Port 80 is typically used by HTTP servers and browsers. Notes: The number of the socket port to use. This must be a value between 1 and Default If No Entry Found: 80 Notes: Once you add a connection to your AEM system, you cannot change its connection type. For example, you cannot change a SEAbus/Ethernet connection to a SEAbus/COM connection. If you no longer need a certain type of connection, delete the connection and add a new connection of the type that you want. Procedure To change the attributes of a SEAbus/Ethernet connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Modify link to the respective Connection that you want to edit. Result: The Modify Connection window will be displayed. 6. In the Connection Name field, enter a new name for the Connection Notes: Enter a name for the Connection that is meaningful to you and the other people who work with your electrical system. Notes: Connection Type cannot change. 56

61 8. In the IP Address field, enter the new IP Address of the Ethernet Converter. Notes: If you are not sure about the IP Address, you may select the radio button DNS (Domain Name System) Name to define the Domain Name in the DNS field. 9. In the DNS Name field, enter the Domain Name of the Ethernet Converter. 10. In the Socket Port # field, enter a new socket port number that your AEM computer and the Ethernet Gateway or Ethernet Converter will use to negotiate communications over the network. 11. Uncheck the Simulation Data if you want to communicate to the device in realtime. 12. Click the Save button to save the modified Connection Result: The Setup Connection window displays the modified connection. 57

62 Modifying a Modbus/COM Connection This procedure describes how to change the attributes of a Modbus/COM connection that is already set up in your AEM: Connection name The connection name is a name that you assign to the connection. Speed Speed is the rate at which the devices will be communicated. COM port used by the connection The COM port is the number of the physical COM port to which the devices that the connection serves are connected. Notes: Once you add a connection to your AEM system, you cannot change its connection type. For example, you cannot change a Modbus/COM connection to a Modbus/Ethernet connection. If you no longer need a certain type of connection, delete the connection and add a new connection of the type that you want. Procedure To change the attributes of a Modbus/COM connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Modify link to the respective Connection that you want to edit. Result: The Modify Connection window will be displayed. 6. In the Connection Name field, enter a new name for the Connection Notes: Enter a name for the Connection that is meaningful to you and the other people who work with your electrical system. Notes: Connection Type cannot change. 7. From the Select Speed drop-down list, select another baud rate for the connection. 8. In the COM Port # field, enter another COM port on your computer to which the physical connection is made. 9. Uncheck the Simulation Data if you want to communicate to the device in realtime. 10. Click the Save button to save the modified Connection Result: The Setup Connection window displays the modified connection. 58

63 Modifying a Modbus/Ethernet Connection This procedure describes how to change the attributes of a Modbus/Ethernet connection that is already set up in your AEM: Connection name The connection name is a name that you assign to the connection. IP Address: If you are connecting to the internet, your ISP must have provided your server's IP address, and the default gateway's IP address. (The default gateway is the ISP computer through which your computer routes all Internet traffic.) Notes: You may contact your network administrator for any help on this. Domain Name System (DNS): DNS service installed on a computer in your intranet. If your intranet is small, you can use Hosts files on all computers in your network. This step is optional, but it does allow users to use "friendly" text names instead of IP addresses. On the Internet, Web sites usually use the Domain Name System. If you register a domain name for your site, users can type your site's domain name in the DNS field for the browser to contact your site. Notes: You may contact your network administrator for any help on this. Socket Port #: The TCP/IP socket port # that the server listens to for the receiving and sending of requests. Port 80 is typically used by HTTP servers and browsers. Notes: The number of the socket port to use. This must be a value between 1 and Default If No Entry Found: 80 Notes: Once you add a connection to your AEM system, you cannot change its connection type. For example, you cannot change a Modbus/Ethernet connection to a Modbus/COM connection. If you no longer need a certain type of connection, delete the connection and add a new connection of the type that you want. Procedure To change the attributes of a Modbus/Ethernet connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Modify link to the respective Connection that you want to edit. Result: The Modify Connection window will be displayed. 6. In the Connection Name field, enter a new name for the Connection Notes: Enter a name for the Connection that is meaningful to you and the other people who work with your electrical system. Notes: Connection Type cannot change. 59

64 8. In the IP Address field, enter the new IP Address of the Ethernet Converter. Notes: If you are not sure about the IP Address, you may select the radio button DNS (Domain Name System) Name to define the Domain Name in the DNS field. 9. In the DNS Name field, enter the Domain Name of the Ethernet Converter. 10. In the Socket Port # field, enter a new socket port number that your AEM computer and the Ethernet Gateway or Ethernet Converter will use to negotiate communications over the network. 11. Uncheck the Simulation Data if you want to communicate to the device in realtime. 12. Click the Save button to save the modified Connection Result: The Setup Connection window displays the modified connection. 60

65 Modifying a Wireless/File Connection This procedure describes how to change the attributes of a Wireless/File connection that is already set up in your AEM: Connection name The connection name is a name that you assign to the connection. Wireless File Storage Path The path for the Wireless device xml data files. Notes: Once you add a connection to your AEM system, you cannot change its connection type. For example, you cannot change a Wireless/File connection to a SEAbus/Ethernet connection. If you no longer need a certain type of connection, delete the connection and add a new connection of the type that you want. Procedure To change the attributes of a Wireless/File connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Modify link to the respective Connection that you want to edit. Result: The Modify Connection window will be displayed. 6. In the Connection Name field, enter a new name for the Connection Notes: Enter a new name for the Connection that is meaningful to you and the other people who work with your electrical system. Notes: Connection Type cannot change. 7. In the Wireless File Storage Path field, enter the new path if you wish to. 8. UnCheck the Simulation Data if you want to communicate to the device in realtime 9. Click the Save button to save the modified Connection. Result: The Setup Connection window displays the modified connection. 61

66 Removing Connections Removing Connections This procedure describes how to remove an AEM connection. You can remove any type of AEM connection by performing this procedure. Procedure To remove an AEM connection, perform the following procedure: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Remove link to the respective connection that you want to delete. Result: The Remove Connection window will be displayed with all the fields disabled. 6. Click the Remove button to remove the connection Warning: If you delete the connection, it will also delete all devices associated with the connection. Result: The AEM deletes the connection and all associated devices. 62

67 Resetting Connections When to perform Connection status tells you the number of data packets that are requested, number of responses received and the number of data errors occurred so far on a particular connection. Perform this procedure to reset these numbers for any connection. You can also learn certain statistics about the data that AEM is retrieving on a particular connection, such as number of data packets requested, number of responses received and number of data errors. Procedure To reset the status of a connection: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Connections Result: Setup Connections window will be displayed with the existing connections in the Main Screen area. 5. Click the Reset link to reset the polling counters of the selected connection to zero. Result: AEM resets the Packets requested, Response received and Data errors fields to zero. 63

68 Setup Devices To set up the devices to your connections, you basically add devices in AEM. When adding the devices, you specify the device name, device type, address. This help topic describes about each function in the Setup Devices in AEM. Device Name Name for the Device that is meaningful to you and the other people who work with your electrical system. For example, you could give the device a name that describes its location or function. Connection Name It shows the name of the connection that is meaningful to you and the other people who work with your electrical system. Device Type It shows the name of the Device Type. For example, 9200 power meter is the device type. Address Each device connected to the same COM port must have a unique address, which is programmed into the device. Modify Device Click on this help topic: How to Modify the Device Remove Device Click on this help topic: How to Remove the Device Related Topic Adding New Devices 64

69 Adding a Device This procedure describes how to add a device to your AEM system. When to perform Perform this procedure to allow AEM to monitor and control a device that communicates using the SEAbus or Modbus protocol and connects to a COM port or Direct Ethernet or Ethernet Gateway or Ethernet Converter on your computer. What you must do first Before you can add a device, you must add a Connection. Procedure To add a device: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Device Result: Setup Devices window will be displayed with the existing Devices in the Main Screen area. 5. Click the Add New Device button Result: The Add New Device window is displayed. 6. From the Connection Name drop-down list, select the name of the Connection 7. In the Device Name fie ld, enter a name for the device Notes: Give the device a name that is meaningful to you and the other people who work with your electrical system. For example, you could give the device a name that describes its location or function. 8. From the Device Type drop-down list, select a device type. 9. Type the Device address in Address field. Notes: Each device connected to the same port must have a unique address, which is programmed into the device. 10. Make sure the Poll option is checked to poll the device frequently to get updated data in realtime. 11. Click the Save button. Result: It adds the device to your AEM System. The added device is 65

70 displayed in the Device Setup window. What to do next After you add a Device to your AEM system, Setup the Groups to display Realtime data & Standard diagram etc. 66

71 Modifying a Device This procedure describes how to change the attributes of a device that is already set up in your AEM: Device Name The Device name is a name that you assign to the device Address Each device connected to the same port must have a unique address, which is programmed into the device. Notes: Once you add a device to the connection in AEM system, you cannot change its Connection Name and Device type. If you no longer need a certain device type, remove the device and add a new device of the type that you want. Procedure To change the attributes of a device setup: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Device a. Result: Setup Devices window will be displayed with the existing Devices in the Main Screen area. 5. Click the Modify link to the respective device that you want to edit. 6. Result: The Modify device window will be displayed. 7. In the Device Name field, enter a new name for the device 8. Notes: Give the device a name that is meaningful to you and the other people who work with your electrical system. For example, you could give the device a name that describes its location or function. 9. Type the new Device address in Address field. 10. Notes: Each device connected to the same port must have a unique address, which is programmed into the device. 11. Make sure the Poll option is checked to poll the device frequently to get updated data in realtime. 12. Click the Save button. 13. Result: It updates the device to your AEM System. The modified device is displayed in the Device Setup window. 67

72 Removing Devices This procedure describes how to remove a device from the connection. You can remove any type of devices by performing this procedure. Procedure To remove an AEM device, perform the following procedure: 1. Login to AEM 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Device Result: Setup Devices window will be displayed with the existing Devices in the Main Screen area. 5. Click the Remove link to the respective device name that you want to delete. Result: The Remove device window will be displayed with all the fields disabled. 6. Click the Remove button to remove the device Result: The AEM deletes the device from the Connection. 68

73 Setup Groups Adding a New Groups To add a group follow these steps: 1. Login to AEM 2. Click the Setup Tab from the Left Menu Bar to enter the setup Configuration Menus. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Groups. This will display any available Groups in the Main Screen area. Notes: Setup Groups configuration Panel is Vertically separated. Left - Groups and Sub Groups are displaying in full navigation tree view. Right - Displaying the Setup Groups Menu, through which we can do all the operations related to Groups. 5. Select the Parent Group in the tree and then Click Add Group button. 6. Specify the new Group Name in the Group name field. Notes: Duplicate Group names are not allowed. Empty Group names are not allowed. Click the Add New Group button to save the Group name or Click Cancel button to cancel the operation. Result : If you press 'Add New Group', the new group name that you have given will be created under the Parent Group. Now You can see the new group is added in the tree view. 69

74 Adding a device to a group To add a device to a group follow these steps: 1. Login to AEM. 2. Click the Setup tab from the Left Menu Bar to enter the Setup Configuration Menus. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Groups. This will display any available Groups in the Main Screen area. Notes: Setup Groups configuration Panel is vertically separated. Left - Groups and Sub Groups are displaying in full navigation tree control. Right - Displaying the Setup Groups Menu, through which we can do all the operations related to Groups. 5. Select the group in the tree under which the devices need to be add/removed. 6. Click the Add/Remove Devices button 7. Use the buttons <<Add or Remove>> to move devices across selected/unselected device lists. 8. Click the Ok button to save the device modifications or Click Cancel button to cancel the operation. Result : If you press 'Ok', new selected Devices list will be added under the Group, Now You can see the device modifications in the tree view. 70

75 Renaming Group To rename a group follow these steps 1. Login to AEM. 2. Click the Setup tab from the Left Menu Bar to enter the Setup Configuration Menus. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Groups. This will display any available Groups in the Main Screen area. Notes: Setup Groups configuration Panel is vertically separated. Left - Groups and Sub Groups are displaying in full navigation tree control. Right - Displaying the Setup Groups Menu, through which we can do all the operations related to Groups. 5. First select the group in the tree view that needs to be renamed. 6. Click Rename Selected Group button 7. Specify the new Group Name in the Group name field. Notes: Root node Group name can be renamed. Duplicate Group names are not allowed. Empty Group names are not allowed. 8. Click the Rename Group button to save the group name or Click the Cancel button to cancel the operation. Result: If you press 'Rename Group', the selected Group name will be renamed with the new name. 71

76 Removing Group To remove a group follows these steps: 1. Login to AEM. 2. Click the Setup tab from the Left Menu Bar to enter the Setup Configuration Menus. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Groups. This will display any available Groups in the Main Screen area. Notes: Setup Groups configuration Panel is vertically separated. Left - Groups and Sub Groups are displaying in full navigation tree control. Right - Displaying the Setup Groups Menu, through which we can do all the operations related to Groups. 5. Select the group that needs to be removed in the tree. 6. Click Remove Selected Group button 7. Confirm the operation by clicking on the Remove Group button. Warning: Removing a Group will remove the entire sub Groups and Devices. 72

77 Setup Alarms About AEM Alarms What are alarms? Why are they for? Alarms alert you when something in your electrical system is not working properly. For example, you can set up alarms that alert you when a relay is in the pickup mode, when a breaker trips, or when a device current threshold is exceeded. Alarms can be generated by the AEM software and by certain devices. Authorized users will have the ability to configure alarms and specify actions that must be performed when an alarm condition exists. How do alarms notify me? When setting up an alarm, you also choose how AEM alerts you if the alarm should ever become active. Your choices include Displaying a Alarm tracker in the status bar that shows currently triggered alarms and their values at the time they were triggered. If the user clicks on the alarm tracker, the AEM will display the Active Alarm List Screen. Recording the alarm in the AEM Event Log Notification - Sending a message to your AEM gives you lots of options for setting up alarms! What are the types of AEM alarms? AEM allows you to work with two types of alarms: Default alarms ( Default alarms ) Alarms ( Real alarms/device specific alarms) Default alarms A Default alarm applies to every device of a specific type in your electrical system. For example, you can set up a Default alarm that applies to every 9200 device in your system. When working with Default alarms, you can Add a Default alarm Modify a Default alarm Remove a Default alarm Reset Default alarms to their factory settings Alarms A alarm applies to a particular device only. For example, you can set up an alarm that applies only to a particular Siemens 9200 device. When working with real alarms, you can Adding an alarm Modify an alarm Remove an alarm Alarm Severity and Alarm Acknowledgement 73

78 Depending on the level of importance of the alarm, users can configure alarms as either Critical or Non-Critical. Below are characteristics of Critical Alarms Critical alarms are denoted by the usage of red color text and icons on UI displays related to active alarms. Critical alarms require manual acknowledgement by an authorized user via the Active Alarm screen. The acknowledgement is recorded in the event log with the date and time of the acknowledgement. Non-Critical Alarms Non-Critical alarms are denoted by the usage of amber color text and icons on UI displays related to active alarms. Non-Critical alarms are acknowledged automatically by AEM or manually by an authorized user via the Active Alarm screen. When the current register value of a triggered noncritical alarm no longer satisfies the configured alarm condition, AEM automatically changes the alarm status to a normal non-triggered state and removes it from all active alarm displays. The acknowledgement will be recorded in the event log with the date and time of the acknowledgement. 74

79 Setting Up Contact One of the features of AEM is the ability to send to designated recipients to notify them that alarms have been triggered. Below is the procedure for configuring Alarm notifications: Procedure To Setup an in AEM for Default Alarms and Alarms, perform the following procedure: 1. Login to AEM 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setup's below the configuration tab. 4. Click the Setup Default Alarms or Setup Alarms Result: Setup Default Alarms or Setup Alarms window will be displayed with the existing Default Alarms or Alarms in the Main Screen area. 5. Click the Add New button Result: The Add Default Alarm or Add Alarm window is displayed. 6. In the Actions section, Click the Setup button Result: Setup window is displayed. 75

80 7. From the Select Contact drop-down list, select the contact person to send . Notes: If the Select Contact drop-down list is empty, you may create a new contacts using Manage Contacts button. To learn how to setup contacts, see Setup Contacts 8. In the Message to send text field, type the message which you want to send along with the alarm message. 9. Click the Ok button to save the setup. Result: The Setup Default Alarm or Setup Alarm window is displayed 76

81 Setup Default Alarms Adding a Default Alarm AEM allows you to add Default alarms for your devices. Default alarms are essentially templates for creating fully activated alarms. A default alarm is an alarm that applies to all devices of a specific type in your electrical system. For example, if you add a default alarm for an 9200 device, the alarm will apply to every 9200 device in your electrical system. AEM comes to you already set up with a default set of default alarms. Although these alarms are needed in most applications, your application may be different. You may need to add some additional default alarms. Another AEM alarm option AEM also allows you to set up alarms for a specific device. For example, you can set up an alarm that applies only to a particular 9200 device in your electrical system and not to any other device. To learn how to set up a device-specific alarm, see Adding a Alarm. What you need to know first Before performing this procedure, learn about AEM alarms. Procedure To add a Default alarm: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setup's below the configuration tab. 4. Click the Setup Default Alarms Result: Setup Default Alarms window will be displayed with the existing Default Alarms in the Main Screen area. 5. Click the Add New button Result: The Add Default Alarm window is displayed. 77

82 6. From the Select Device Type drop-down list, select the device for which you want to establish a default alarm. 7. From the Select Register Category drop-down list, select the register category for which you want to establish an alarm. 8. From the Select Register drop-down list, select the register for which you want to establish an alarm. 9. In the Value field, enter the register value on which to base the alarm trigger. 10. In the Type section, select one of the following choices: If... You want the alarm to trigger when the register value exceeds the value that you entered in the Value field You want the alarm to trigger when the register value falls below the value that you entered in the Value field Then... Select High limit Select Low limit You want the alarm to trigger when the register value changes from the value that you entered in the Value field Select Change You want the alarm to trigger when the register value is equal to the value that you entered in the Value field Select Equal to You want the alarm to trigger when the Select Not equal to register value is not equal to the value that you entered in the Value field 11. In the Actions section, specify how you want AEM to notify you if the alarm triggers: If... Then... 78

83 You want AEM to play a sound file (WAV) You want AEM to send notification You don't want AEM to send notification 1. Check the Play WAV check box From the Wave File drop-down list, select the sound file that you want AEM to play. 1. Click the Setup button 2. setup window will be displayed for settings. 1. Uncheck the checkbox. 12. In the Alarm Level section, select which color AEM will use to display the alarm in the alarm list if the alarm becomes active: If... You want Critical alarms to be displayed in red You want Non-critical alarms to be displayed in Amber Then... Select Critical (Red) radio button. Select Non-Critical (Amber) radio button. 13. Click the Save button. Result: It adds the new default alarm to your AEM System. The added default alarm is displayed in the Setup Default Alarm window. 79

84 Modifying Default Alarm This procedure describes how to change the attributes of existing Default Alarms. When to perform Perform this procedure when you want to make changes to existing Default alarms, such as Changing the alarm trigger criteria Changing how the alarm notifies you What you need to know first Before performing this procedure, learn about AEM alarms. Procedure To modify a Default alarm: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setup's below the configuration tab. 4. Click the Setup Default Alarms Result: Setup Default Alarms window will be displayed with the existing Default Alarms in the Main Screen area. 5. Click the Modify link to the respective Default Alarm that you want to edit. Result: The Modify Default Alarm window will be displayed. 80

85 6. From the Select Device Type drop-down list, select the new device for which you want to establish a default alarm. 7. From the Select Register Category drop-down list, select the new register category for which you want to establish an alarm. 8. From the Select Register drop-down list, select the new register for which you want to establish an alarm. 9. In the Value field, enter the new register value on which to base the alarm trigger. 10. In the Type section, select one of the following choices: If... You want the alarm to trigger when the register value exceeds the value that you entered in the Value field You want the alarm to trigger when the register value falls below the value that you entered in the Value field You want the alarm to trigger when the register value changes from the value that you entered in the Value field You want the alarm to trigger when the register value is equal to the value that you entered in the Value field Then... Select High limit Select Low limit Select Change Select Equal to You want the alarm to trigger when the Select Not equal to register value is not equal to the value that you entered in the Value field 11. In the Actions section, specify how you want AEM to notify you if the alarm triggers: If... You want AEM to play a sound file (WAV) You want AEM to send notification You don't want AEM to send notification Then Check the Play WAV check box From the Wave File drop-down list, select the sound file that you want AEM to play. 1. Click the Setup button 2. setup window will be displayed for settings. 1. Uncheck the checkbox. 12. In the Alarm Level section, select which color AEM will use to display the alarm in the alarm list if the alarm becomes active: 81

86 If... Then... You want Critical alarms to be Select Critical (Red) radio button. displayed in red You want Non-critical Select Non-Critical (Amber) radio button. alarms to be displayed in Amber 13. Click the Save button. Result: It adds the modified default alarm to your AEM System. The modified default alarm is displayed in the Setup Default Alarm window. 82

87 Removing Default Alarm This procedure describes how to remove a default alarm from AEM. Procedure To remove an AEM Default Alarm, perform the following procedure: 1. Login to AEM 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setup's below the configuration tab. 4. Click the Setup Default Alarms Result: Setup Default Alarms window will be displayed with the existing Default Alarms in the Main Screen area. 5. Click the Remove link to the respective Default Alarm that you want to delete. Result: The Remove Default Alarm window will be displayed with all the fields disabled. 6. Click the Remove button to remove the Default Alarm Result: The AEM deletes the default Alarm. 83

88 Reset to Factory Settings This procedure describes how to return Default alarms to their factory settings. What you need to know first Before performing this procedure, learn about AEM alarms. Procedure To return Default alarms to their factory settings: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setup's below the configuration tab. 4. Click the Setup Default Alarms Result: Setup Default Alarms window will be displayed with the existing Default Alarms in the Main Screen area. Warning: If you click Reset to Factory Settings, it will delete all the added Default Alarms. 5. Click the Reset to Factory Settings button Result: AEM resets to the factory settings for Default alarms. 84

89 Setup Alarms Adding a Alarm AEM allows you to add alarms for your devices. Alarms of this type are associated with a specific device. For example, if you set up a alarm for a particular 9200 device, the alarm will apply only to that device and not to any other devices in your electrical system. Another AEM alarm option AEM also allows you to set up default alarms for your devices. A default alarm is an alarm that applies to all devices of specific type in your electrical system. For example, if you set up a default alarm for an 9200 device, the alarm will apply to every 9200 device in your electrical system. To learn how to set up a default alarm, see Adding a Default Alarm. What you need to know first Before performing this procedure, learn about AEM alarms. Procedure To add an alarm: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setup's below the configuration tab. 4. Click the Setup Alarms Result: Setup Alarms window will be displayed with the existing Alarms in the Main Screen area. 5. Click the Add New button Result: The Add Alarm window is displayed. 85

90 6. From the Select Device Type drop-down list, select the device for which you want to establish a alarm. 7. From the Select Register Category drop-dowfor which you want to establish an alarm. list, select the register category 8. From the Select Register drop-down list, select the register for which you want to establish an alarm. 9. In the Value field, enter the register value on which to base the alarm trigger. 10. In the Type section, select one of the following choices: If... You want the alarm to trigger when the register value exceeds the value that you entered in the Value field. You want the alarm to trigger when the register value falls below the value that you entered in the Value field. You want the alarm to trigger when the register value changes from the value that you entered in the Value field. You want the alarm to trigger wh en the register value is equal to the value that you entered in the Value field. Then... Select High limit Select Low limit Select Change Select Equal to You want the alarm to trigger when the Select Not equal to register value is not equal to the value that you entered in the Value field. 11. In the Actions section, specify how you want AEM to notify you if the alarm triggers: If... Then... You want AEM to play a sound 1. Check the Play WAV check box file (WAV) From the Wave File drop-down list, select the sound file that you want AEM to play. 86

91 You want AEM to send notification 1. Click the Setup button 2. setup window will be displayed for settings. You don't want AEM to send 1. Uncheck the checkbox. notification 12. In the Alarm Level section, select which color AEM will use to display the alarm in the alarm list if the alarm becomes active: If... You want Critical alarms to be displayed in red You want Non-critical alarms to be displayed in Amber Then... Select Critical (Red) radio button. Select Non-Critical (Amber) radio button. 13. Click the Save button. Result: It adds the new alarm to your AEM System. The added alarm is displayed in the Setup Alarm window. 87

92 Modifying Alarms This procedure describes how to change the attributes of an Alarm that is already configured in AEM: When to perform Perform this procedure when you want to make changes to an existing alarm, such as Changing the alarm trigger criteria Changing how the alarm notifies you What you need to know first Before performing this procedure, learn about AEM alarms. Procedure To modify an alarm: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setup's below the configuration tab. 4. Click the Setup Alarms Result: Setup Alarms window will be displayed with the existing Alarms in the Main Screen area. 5. Click the Modify link to the respective Alarm that you want to edit. Result: The Modify Alarm window will be displayed. 88

93 6. From the Select Device Type drop-down list, select the new device for which you want to establish an alarm. 7. From the Select Register Category drop-down list, select the new register category for which you want to establish an alarm. 8. From the Select Register drop-down list, select the new register for which you want to establish an alarm. 9. In the Value field, enter the new register value on which to base the alarm trigger. 10. In the Type section, select one of the following choices: If... You want the alarm to trigger when the register value exceeds the value that you entered in the Value field You want the alarm to trigger when the register value falls below the value that you entered in the Value field You want the alarm to trigger when the register value changes from the value that you entered in the Value field You want the alarm to trigger when the register value is equal to the value that you entered in the Value field Then... Select High limit Select Low limit Select Change Select Equal to You want the alarm to trigger when the Select Not equal to register value is not equal to the value that you entered in the Value field 11. In the Actions section, specify how you want AEM to notify you if the alarm triggers: If... Then... 89

94 You want AEM to play a sound file (WAV) You want AEM to send notification You don't want AEM to send notification 1. Check the Play WAV check box From the Wave File drop-down list, select the sound file that you want AEM to play. 1. Click the Setup button 2. setup window will be displayed for settings. 1. Uncheck the checkbox. 12. In the Alarm Level section, select which color AEM will use to display the alarm in the alarm list if the alarm becomes active: If... You want Critical alarms to be displayed in red You want Non-critical alarms to be displayed in Amber Then... Select Critical (Red) radio button. Select Non-Critical (Amber) radio button. 13. Click the Save button. Result: It adds the modified alarm to your AEM System. The modified alarm is displayed in the Setup Alarm window. 90

95 Removing Alarms This procedure describes how to remove an alarm from AEM. Procedure To remove an AEM Alarm, perform the following procedure: 1. Login to AEM 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setup's below the configuration tab. 4. Click the Setup Alarms Result: Setup Alarms window will be displayed with the existing Alarms in the Main Screen area. 5. Click the Remove link to the respective Alarm that you want to delete. Result: The Remove Alarm window will be displayed with all the fields disabled. 6. Click the Remove button to remove the Alarm Result: The AEM deletes the Alarm. 91

96 Setup Data logs To set up the data logs in AEM, you basically add data logs. When adding the data logs, you specify the device name, device category, selected registers, start date/time, stop date/time, log Interval and log Interval offset. To learn more about data logs, click here about data logs. This help topic describes about each function in the setup Data Logs in AEM. Modify Log Click on this help topic: How to Modify the Data logs Remove Log Click on this help topic: How to Remove the Data logs View Log Click on this help topic: How to View the Data logs Related Topic Add New Data Logs About Data Logs 92

97 About Data logs What is a data log? What do I use it for? A data log is a historical or trend log of device data over a period of time. You typically use the data log data to periodically generate graphs of power demand and power factor. How do I capture data logs? You can use AEM to directly capture the data logs. How do I use AEM to directly capture data logs? To set up AEM to capture a data log, you perform a simple procedure that allows you to specify... Which device data to include in the data log Start and stop times of the data log How often AEM takes a sample of the data, referred to as the sampling interval How do I view data logs? You can view stored data logs files. This allows you to specify which data log you want to view and to Select Device- Register Combinations to be graphed: 93

98 Adding new Data logs This procedure describes how to set up AEM to capture a data log. When to perform Perform this procedure when you need a historical or trend log of device data during normal system operation. You can use the data to periodically generate graphs of power demand and power factor. What you need to know first Before performing this procedure, learn about data logs. Data Log Name Name for the Data log that is meaningful to you and the other people who work with your electrical system. For example, you could give the data log name that describes its device and register. Start Date/Time It allows you to start capturing data on a specific date and time Stop Date/Time It allows you to stop capturing data on a specific date and time Log Interval It allows you to capture the data using a different sampling rate Log Interval Offset It allows you to capture the first data sample at a time that is offset from the start Data Log time by a specified amount Select Device It shows all the available devices in AEM. You can select the device from which you want to capture data. Select Category It shows all the available functionality for the particular device in AEM, You can select the device category from which you want to capture data. Available Registers It shows the available registers in the selected device type. you can specify which data you want to capture by selecting the device registers that contain the data. Selected Registers It shows the added registers from the available registers. You may want add or remove the registers from the selected registers list for generating the data log. Procedure To set up AEM to capture a data log: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Data Logs Result: The Setup Data Logs window is displayed. 94

99 5. Click the Add New Data Log button Result: The Add New Data Log window is displayed. 6. From the Data Log Name field, enter a name for the Data Log Notes: Enter a name for the Data Log that is meaningful to you and the other people who work with your electrical system. 7. To define AEM to start and stop capturing data on a specific date and time: If... You want AEM to start capturing data on a specific date and time You want AEM to stop capturing Th en Check the Enable Start Date/Time. 2. Enter a start date in the field labeled, Start Date. Date format: MM/DD/YYYY. Enter a start time in the field labeled, Start Time. Time Format: h:m:s. 1. Check the Enable Stop Date/Time. 95

100 data on a specific date and time 2. Enter a stop date in the field labeled, Stop Date. Date format: MM/DD/YYYY. Enter a stop time in the field labeled, Stop Time. Time Format: h:m:s. 8. In the Log Interval area, perform one or both of the following options: If... Then... You want AEM to capture the Enter the desired sampling rate in the Log data using a different sampling Interval field. Time Format: h:m:s. rate You want AEM to capture the first 1. Check the box Enable Interval data sample at a time that is Offset offset from the start Data Logs 2. Enter the offset time in the field time by a specified amount Interval Offset. Time Format: h:m:s. 9. From the Select Device drop-down list, select the device from which you want to capture data. 10. From the Select Category drop-down list, select the device category from which you want to capture data. 11. Specify which data you want to capture by selecting the device registers that contain the data: If... Then... You want to add an 1. On the Available Registers list, available register to the Selected Registers list highlight the register that contains the data you want to capture. 2. Click the Add button. Result: The added register is displayed on You want to remove a register from the Selected Registers list the Selected Registers list. 1. Select the register on the Selected Registers list, and then click the Remove button. Result: AEM removes the selected register from the Selected Registers list and returns it to the Available Registers list. You want to remove all the registers from the Selected Registers list 1. Click the Remove All button. Result: AEM removes all the registers from the Selected Registers list and returns it to the Available Registers list. 12. Click the Save button. Result: It adds the data log to your AEM System. The added data log is displayed in the Setup Data Logs window. 96

101 Viewing Data logs This procedure describes how to view a data log in AEM. You can view any data logs by performing this procedure. Procedure To view a data log, perform the following procedure: 1. Login to AEM 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Data logs Result: Setup Data Logs window will be displayed with the existing Data logs 5. Click the View link to the respective data log that you want to view. Result: The Data log Viewer window will be displayed with a Graph and selected device register options. 6. Select the Device-Register Combinations to be graphed from the Select Device Register List Notes: Use the Shift and Ctrl key for selecting more than one register from the list. 7. After selecting the Device-Registers, Click the Refresh Graph button Result: Graph is displayed with new Device-Registers combinations that you have selected now. 8. Click the Close button for exiting from the Data Log Viewer. 97

102 Modifying Data logs This procedure describes how to change the attributes of a data log that is already set up in your AEM: Start Data/Time It allows you to change the start capturing data on a specific date and time Stop Date/Time It allows you to change the stop capturing data on a specific date and time Log Interval It allows you to change the data using a different sampling rate Log Interval Offset It allows you to change the first data sample at a time that is offset from the start Data Logs time by a specified amount Notes: Once you add a data log in AEM system, you cannot change its data log name, device name, device category. You will not be able to add or remove the registers to the selected registers. If you no longer need a certain data log, remove the data log and add a new data log or you can create a new data log without deleting the existing one. Procedure To change the attributes of a data log: 1. Login to AEM. 2. Click the Setup Tab from the Left Menu Tabs to enter the Setup Configuration Menus. 3. Click the Configuration button. You will find all the setups below the configuration tab. 4. Click the Setup Data Logs Result: Setup Data Logs window will be displayed with the existing Data Logs in the Main Screen area. 5. Click the Modify link to the respective data log that you want to edit. Result: The Modify Data log window is displayed with some attributes are disabled. 6. To modify start and stop capturing data on a specific date and time: 98

103 If... Th en... You want AEM to start capturing 1. Check the Enable Start Date/ Time. data on a specific date and time 2. Enter a start date in the field labeled, Start Date. Date format: MM/DD/YYYY. Enter a start time in the field labeled, Start Time. Time Format: h:m:s. You want AEM to stop capturing 1. Check the Enable Stop Date/Time. data on a specific date and time 2. Enter a stop date in the field labeled, Stop Date. Date format: MM/DD/YYYY. Enter a stop time in the field labeled, Stop Time. Time Format: h:m:s. 7. To modify the Log Interval, perform one or both of the following options: If... You want AEM to capture the data using a different sampling rate You want AEM to capture the first data sample at a time that is offset from the start Data Log time by a specified amount Then... Enter the desired sampling rate in the Log Interval field. Time Format: h:m:s. 1. Check the box Enable Interval Offset 2. Enter the offset time in the field Interval Offset. Time Format: h:m:s. 8. Click the Save button. Result: It saves the modified attributes in the data log to your AEM System. The modified data log is displayed in the Setup Data Logs window. 99

104 Removing Data logs This procedure describes how to remove a data log from the AEM. You can remove any data log by performing this procedure. Procedure To remove a data log, perform the following procedure: 1. Login to AEM 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Data logs Result: Setup Data Logs window will be displayed with the existing Data log in the Main Screen area. 5. Click the Remove link to the respective data log that you want to delete. Result: The Remove data log window will be displayed with all the fields disabled. 6. Click the Remove button to remove the data log. Result: The AEM deletes the selected data log. 100

105 Export Data logs This procedure describes how to export Data logs to an Excel spread sheet. What you need to know first Before performing this procedure, learn about data logs. Procedure To set up AEM to export data log: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Data Logs Result: The Setup Data Logs window is displayed. 5. Click the Export link to the respective data log that you want to export. Result: The Data Log Export Configuration window will be displayed. 6. In the File Name field, enter file name that you want to store the data logs. 7. Se lect the Start Date/Time and the Stop Date/Time for to export the data logs. 8. Click the Export Data Log button. 101

106 Result: The data log is now being exported. You may click View Exported Datalogs button to view the exported data logs. You may click Datalog Page button to go back to the data log setup page. You may click Close button to leave data logs. What to do next Viewing Exported Datalog List 102

107 Setup Realtime Trends About Realtime Trends What is a Realtime Trend? What do I use it for? A Realtime trend is a graphical display of real-time data retrieved from AEM devices. You typically use the realtime data to generate a graphical display to show the movement of one to four realtime registers over time. How do I capture the Realtime Trend? The trending period will begin as the user begins viewing the trending display and will continue as long as the screen is being actively displayed. Once the user leaves the real-time trending page, the trending period will end. Subsequent visits to the real-time trending page will result in the initiation of a new trending period. Each realtime trending screen consist of one to four trends. Each trend in the screen is displayed in an hour span that refreshes every 30 seconds. How do I save the Realtime Trend output? To save the realtime trend output in an image file Right click on the trend graphics output. Select Save picture as for saving the trend graphics in an image file. How do I Print the Realtime Trend output? To print the realtime trend output Right click on the trend graphics output. Select Print picture for to print the trend graphics. How do I see the realtime trend associated data in a table format? To see the realtime trend associated data in a table format Left mouse click on a graphic. A window will be displayed with a realtime trend associated data in a table format. You may close this window, if you don't want to see. 103

108 Adding Realtime Trends This procedure describes how to set up realtime data to generate the trending output in a line graph When to perform Perform this procedure when you need a graphical display of real-time data retrieved from AEM devices. You typically use the realtime data to periodically generate the trending output in a line graph. What you need to know first Before performing this procedure, learn About Realtime Trends Procedure To set up AEM to generate a realtime trending. 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Realtime Trends Result: The Setup Realtime Trends window is displayed. 5. Click the Add Trend button Result: The Realtime Trending Configuration window is displayed. 104

109 6. Name the Realtime Trending display. Notes: Enter a name for the Realtime Trending Display that is meaningful to you and the other people who work with your electrical system. 7. In the Devices list box, select a device for which you want to generate the realtime trend. 8. Specify which data you want to capture by selecting the device registers that contain the realtime data: Notes: Select up to 4 Device/Register pairs per display If... You want to add an available register to the Selected Device/Registers pairs You want to remove a register from the Selected Device/Registers pairs You want to remove all the registers from the Selected Device/Registers pairs Then On the Available Registers list, highlight the register that contains the data you want to capture. 2. Click the Add button. Result: The added register is displayed on the Selected Device/Registers pairs for trending display 1. Select the register on the Selected Device/Registers pairs, and then click the Remove button. Result: AEM removes the selected register from the Selected Device/Registers pairs and returns it to the Available Registers list. 1. Click the Remove All button. Result: AEM removes all the registers from the Selected 105

110 Device/Registers pairs. 9. Click the Next button to move to threshold configuration. Result: It shows the threshold configuration window. 10. Enter the Threshold levels for each registers. Thresholds are merely levels that are meaningful for the register value to cross. 11. Click the Save button. Result: It adds the realtime trending to your AEM System. The added data realtime trending is displayed in the Setup Realtime Trending window. 106

111 Viewing Realtime Trends This procedure describes how to view a realtime trending in AEM. You can view any realtime trending by performing this procedure. What you need to know first Before performing this procedure, learn About Realtime Trends Procedure To view realtime trending. 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Realtime Trends Result: The Setup Realtime Trends window is displayed. 5. Click the View link to the respective realtime trend that you want to view. Result: The Realtime Trending Display window will be displayed with a line Graph for the selected device/register pairs. Notes: To see the realtime trend associated data in a table format, to save the Realtime Trend output and to Print the Realtime Trend output, please refer About Realtime Trends. 107

112 Modifying Realtime Trends This procedure describes how to change the attributes of a Realtime Trend that is already set up in AEM: Procedure To change the attributes of a Realtime Trend: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Realtime Trends Result: The Setup Realtime Trends window is displayed. 5. Click the Modify link to the respective realtime trend that you want to edit. Result: The Modify realtime trend configuration window is displayed Notes: If you have chosen the Default Trends, then some of the attributes are disabled and you will not be able to modify them. 6. Enter a new Name for the realtime trending display. Notes: Enter a new name for the Realtime Trending Display that is meaningful to you and the other people who work with your electrical system. 7. In the Devices list box, select a new device for which you want to generate the realtime trending. 8. Specify which data you want to capture by selecting the device registers that contain the realtime data: Notes: Select up to 4 Device/Register pairs per display If... You want to add an available register to the Selected Device/Registers pairs Then On the Available Registers list, highlight the register that contains the data you want to capture. 2. Click the Add button. Result: The added register is displayed on the Selected Device/Registers pairs for trending display 108

113 You want to remove a register from the Selected Device/Registers pairs You want to remove all the registers from the Selected Device/Registers pairs 1. Select the register on the Selected Device/Registers pairs, and then click the Remove button. Result: AEM removes the selected register from the Selected Device/Registers pairs and returns it to the Available Registers list. 1. Click the Remove All button. Result: AEM removes all the registers from the Selected Device/Registers pairs. 9. Click the Next button to move to threshold configuration. Result: It shows the threshold configuration window. 10. Enter the new Threshold levels for each registers. 11. Click the Save button. Result: It modifies the realtime trending to your AEM System. The modified realtime trending is displayed in the Setup Realtime Trending window. 109

114 Removing Realtime Trends This procedure describes how to remove a realtime trend from the AEM. You can remove any realtime trend by performing this procedure. Procedure To remove a realtime trend, perform the following procedure: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Realtime Trends Result: The Setup Realtime Trends window is displayed. 5. Click the Remove link that corresponds to the realtime trend that you want to delete. Result: It will pop up a message window saying 'Are you sure do you want to remove this realtime trend'. If you click yes, will remove the realtime trend. If you click No, will close the pop up window without removing the realtime trend. Notes: You cannot remove the Default Trends. 110

115 Setup Diagrams About System Diagrams What is a System Diagram? A system diagram is a graphical representation of your electrical power monitoring system or a portion of it upon which are superimposed AEM elements. AEM elements are graphical features that allow you to view summary and detailed electrical data and to control your electrical devices. See Sample Diagram! How many system diagrams do I need? Some electrical systems are simple enough to require only one system diagram to adequately represent their devices and connections. However, most systems require several system diagrams, or in some cases, a hierarchy of system diagrams. In fact, the typical electrical system requires a high-level system diagram, or 50,000-feet view, that illustrates the interconnections between the subsystems, and then a series of more detailed system diagrams that illustrate the devices and connections in each subsystem. How do I create system diagrams? To create system diagrams, you perform four basic tasks: 1. Sketch out on paper a series of diagrams that illustrate your electrical power monitoring system. 2. Use a popular graphics package to create detailed drawings from the sketches. 3. Add system diagrams to AEM. These diagrams use the drawings as their background. 4. Customize the system diagrams by adding AEM elements. To create the system diagrams for your electrical system, begin by sketching out on paper a series of diagrams that roughly illustrate your electrical system. You might, for example, start with a sketch that illustrates your overall electrical system, and then create more detailed sketches of each subsystem. After you complete the sketches, create detailed and accurate drawings of each sketch in a popular graphics program, such as Adobe Photoshop, Visio, or Microsoft Paint. And be sure to save the drawings in one of the file formats accepted by AEM i.e. BMP, JPG, GIF. By the way, these drawings are referred to as background graphics. When you have completed the background graphics, you are ready to add system diagrams to your AEM system. Each system diagram that you add will use one of the background graphics that you created as its background. The final step is to customize your system diagrams for your power monitoring and control needs by adding AEM elements to them. For example, you can add elements that allow you to display summary or detailed electrical data, to operate relays, to start up and shut down equipment, and to jump to other system diagrams. 111

116 Add Diagram This procedure describes how to add a diagram to your AEM system. When to perform Perform this procedure to allow AEM to monitor and control a facility/substation or a building from one single point using a diagram with data refreshing in realtime from all the electrical devices in that facility/substation or building. Procedure To add a diagram: 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Setup Diagrams Result: Setup Diagrams window will be displayed with the existing Diagrams in the Main Screen area. 5. Click the Add Diagram button Result: The Add New Diagram window is displayed. 112

117 6. In the Diagram Name field, enter a name for the diagram 7. Select a background image either by choosing from your local computer or from the server. 8. Now select Hotspots or Electrical elements of your choice by clicking on the special toolbar icons. 9. Please refer AEM Element Overview for more information about all the toolbar icons. 10. Click the Save button. Result: It adds the diagram to your AEM System. The added diagram is displayed in the Diagram Setup window. 113

118 Add & Edit Elements AEM Element Overview AEM elements allow you to customize your system diagrams with graphical features that... Display specified device data in digital form Display specified device data in analog form Display breaker status Control a device Jump to a real-time data window or another system diagram The list goes on! The following table provides a task-oriented description of each AEM element. To learn how to add and configure (or edit) these elements, click on the links provided. Click this To perform the following function... Elements.. Displays the value of a specified device register in alphanumerical Numeric form. The value may be a number or character string. AEM updates this value each time it polls the device Displays the value of a specified device register in analog form. Analog To display the value in analog form, AEM uses a dial gauge with a pointer. You can configure the gauge with drag hands to indicate the minimum and maximum values of the device register since the last reset. AEM updates the value that the gauge displays each time it polls the device. Displays the chosen image to show when the alarm is active. You Alarm may also choose different image when the alarm is inactive. First, you have to have alarm setup through Setup Alarms for using this element. Displays a color-coded breaker symbol that indicates the status of Trip Unit a breaker. You can configure the breaker element as either a square or a standard breaker symbol. The color of the breaker element, which you can configure, denotes the breaker status: open or closed. Displays a color-coded breaker symbol that indicates the status of Breaker a breaker. You can configure the breaker element as either a square or a standard breaker symbol. The color of the breaker element, which you can configure, denotes the breaker status: open, closed, tripped or withdrawn. Add a transparent rectangular area to a system diagram that, Hotspot when clicked, displays a real-time data window, or navigate to another system diagram. You often add hot spot elements to link together a hierarchy of system diagrams. For example, you could 114

119 Output Binary Sum Device Icon Boolean Multistate Boolean Image Label Device Name Bar Bus Connector Resistor Capacitor create several hot spot elements on a high-level system diagram, each hot spot element circumscribing one of the subsystems on the diagram. When a user clicks on one of the subsystems, a detailed system diagram of the selected subsystem is displayed. Displays element as a button, when user clicks on the button, it pulses the output of the register you have selected. This can be password protected. Displays a color-coded rectangle, round or diagonal shapes that indicates the status of a binary device register: "on" or "off." You can also create a hyper jump to different diagram or data window, when user clicks on the binary element. Displays the sum of the values in two or more specified device registers. You can also create a hyper jump to different diagram or data window, when user clicks on the sum element. Displays the device image of a selected device from the device type. You can also create a hyper jump to different diagram or data window, when user clicks on the device icon. Displays the boolean output with respect to the logical AND/OR combination of 3 boolean registers. You can initiate an action based on the condition of these registers. Displays the boolean output with respect to the logical AND/OR combination of 6 boolean registers. You can initiate an action based on the condition of these registers. Displays the image when the register value is true or you can display the image always as a background or company logo for example Displays the label that you type in the label element configuration window. You can also create a hyper jump to different diagram or data window, when user clicks on the label element. Displays the name of a specified device. The name that is displayed is the name the device was assigned when it was set up in AEM. Displays a simple bar graph for the device register with respect to the range you select in the bar element configuration window. Graph will be displayed in green, yellow or red based on the current value of the register. Draws a simple line. You can change the angle, position, width or height of the line. You can also create a hyper jump to different diagram or data window, when user clicks on the bus element. Draws a connector. You can change the angle, position, width or height of the connector element. You can also create a hyper jump to different diagram or data window, when user clicks on the connector element. Draws a resistor symbol. You can change the angle, position, width or height of the resistor element. You can also create a hyper jump to different diagram or data window, when user clicks on the resistor element. Draws a capacitor symbol. You can change the angle, position, width or height of the capacitor element. You can also create a hyper jump to different diagram or data window, when user clicks 115

120 Transformer Fuse Fused Switch Switch Substation Copy Paste on the capacitor element. Draws a transformer symbol. You can change the angle, position, width or height of the transformer element. You can also create a hyper jump to different diagram or data window, when user clicks on the transformer element. Draws a fuse symbol. You can change the angle, position, width or height of the fuse element. You can also create a hyper jump to different diagram or data window, when user clicks on the fuse element. Draws a fused switch. You can change the angle, position, width or height of the fused switch element. You can also create a hyper jump to different diagram or data window, when user clicks on the fused switch element. Draws a switch. You can change the angle, position, width or height of the switch element. You can also create a hyper jump to different diagram or data window, when user clicks on the switch element. Draws a combined symbol of switch, transformer and a breaker. You can change the angle, position, width or height of the substation element. You can also create a hyper jump to different diagram or data window, when user clicks on the substation element. You can copy one or more elements. You can use shift key for multiple selection or crossing window selection. You can paste one or more elements that you have copied. Undo cancel the last action or multiple actions indefinitely. Align-Top Undo Redo reverses the effects of a Undo. Redo must immediately Redo follow the Undo. You can use indefinite redo's You can left align the shapes that you have selected. You can use Align-Left shift key for multiple selection or crossing window selection. You can right align the shapes that you have selected. You can Align-Right use shift key for multiple selection or crossing window selection. You can top align the shapes that you have selected. You can use shift key for multiple selection or crossing window selection. Align-Bottom Horizontal Spacing Vertical Spacing Bring To Front Send To Back You can bottom align the shapes that you have selected. You can use shift key for multiple selection or crossing window selection. Evenly distributes the elements in horizontal spacing is defined the leftmost and rightmost shapes in the selection. Evenly distributes the elements in vertical spacing is defined by the top and bottom shapes in the selection Brings the selected element to front. Assume that you have more than one element one above another. Sends the selected element to back. Assume that you have more than one element one above another. by 116

121 Delete Deletes the selected one or more elements 117

122 Configuring Numeric Elements Lets you edit the numeric element that is integrated into a system diagram Right-click the numeric element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device Select the type of register you want to display Hyper Jump Data Window : You can open the default diagram, when user clicks the numeric element. Diagram : You can open the user diagram, when user clicks the numeric element. Display Options Transparent : you may use this option to get the transparent effect with the background image. Opaque is default. Other Options Justification : Text may be positioned to the left, right, or center of the numeric element. Position : You may move around the numeric element with the specific x,y coordinate. 118

123 Size : You may edit width or height of the numeric element with the specific numeric value. Normal color : Choose the color, when the numeric element is normal, i.e. communicating properly. Failure color : Choose the color, when the numeric element is abnormal, i.e. Not communicating. Background color : Choose the background color of the numeric element. Font : Click the font button to change the text properties. Click OK to save your changes to the numeric element. 119

124 Configuring Analog Elements Lets you edit the analog element that is integrated into a system diagram Right-click the analog element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device Select the type of register you want to display Hyper Jump Data Window : You can open the default diagram, when user clicks the analog element. Diagram : You can open the user diagram, when user clicks the analog element. Label Dial : If the checkbox is unchecked, it will hide the dial marks in the gauge element. Name : If the checkbox is unchecked, it will hide the name of the register that is displaying below the gauge. Other Options Position : You may move around the analog element with the specific x,y coordinate. Size : You may edit width or height of the analog element with the specific value. Range : You may change the possible minimum or maximum range of a 120

125 analog gauge element. Min/Max - Drag Hands : If the checkbox is checked, the analog gauge will display two drag hands indicate the minimum and maximum values device register since the last reset. Click OK to save your changes to the analog element. 121

126 Configuring Alarm Element Lets you edit the alarm element that is integrated into a system diagram Right-click the alarm element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Alarm Select the existing configured alarm Hyper Jump Data Window : You can open the default diagram, when user clicks the alarm element. Diagram : You can open the user diagram, when user clicks the alarm element. Image Active : You may choose the image to show when the alarm is active. Click the 'Browse Active' button to get the image from your local computer or server. Inactive : You may choose the image to show when the alarm is inactive, This can achieved only when the 'Transparent when Inactive' is unchecked. Click the 'Browse Inactive' button to get the image from your local computer or server. Other Options Position : You may move around the alarm element with the specific x,y 122

127 coordinate. Size : You may edit width or height of the alarm image with the specific value. Click OK to save your changes to the alarm element. 123

128 Configuring Trip Unit Element Lets you edit the trip unit element that is integrated into a system diagram Right-click the trip unit element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device. Select the type of register you want to display. Hyper Jump Data Window : You can open the default diagram, when user clicks the trip unit element. Diagram : You can open the user diagram, when user clicks the trip unit element. Other Options Symbol : You may change the symbol from breaker to square and vice versa. Orientation : You may rotate the breaker in 90 degree anticlockwise, if you click 'Horizontal'. Position : You may move around the trip unit element with the specific x,y coordinate. Size : You may edit width or height of the trip unit element with the specific value. Click OK to save your changes to the trip unit element. 124

129 Configuring Breaker Element Lets you edit the breaker element that is integrated into a system diagram Right-click the breaker element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Open/Closed : You have to check the checkbox to select the device and the register. Select the type of device. Select the type of the register. You can specify whether the breaker is 'Normally open' or 'Normally Closed' by selecting '0 = Open' or '0 = Closed'. Default is 'Normally Open'. Not Tripped/Tripped : You have to check the checkbox to select the device and the register. Select the type of device. Select the type of the register. You can specify whether the breaker is 'Normally Not Tripped' or 'Normally Tripped' by selecting '0 = Not Tripped' or '0 = Tripped'. Default is 'Not Tripped''. Connected/Withdrawn : You have to check the checkbox to select the device and the register. 125

130 Select the type of device. Select the type of the register. You can specify whether the breaker is 'Normally Connected' or Normally Withdrawn' by selecting '0 = Connected' or '0 = Withdrawn'. Default is 'Connected'. Hyper Jump Data Window : You can open the default diagram, when user clicks the breaker element. Diagram : You can open the user diagram, when user clicks the breaker element. Image Open/Not Tripped : You can select the image from the dropdown box. Click the 'Browse Open/Not Tripped' button to choose the image from your local computer or server. If you want to animate the image file, check the 'Flash' checkbox. Open/Tripped : You can select the image from the dropdown box. Click the 'Browse Open/Tripped' button to choose the image from your local computer or server. If you want to animate the image file, check the 'Flash' checkbox. Closed : You can select the image from the dropdown box. Click the 'Browse Closed' button to choose the image from your local computer or server. If you want to animate the image file, check the 'Flash' checkbox. Withdrawn : You can select the image from the dropdown box. Click the 'Browse Withdrawn' button to choose the image from your local computer or server. If you want to animate the image file, check the 'Flash' checkbox. Notes:Supported images are bmp, jpg, gif. Other Options Position : You may move around the breaker element with the specific x,y coordinate. Size : You may edit width or height of the breaker element with the specific value. Click OK to save your changes to the breaker element. 126

131 Configuring Hot Spot Element Lets you edit the hot spot element that is integrated into a system diagram Right-click the hot spot element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Hyper Jump Data Window : You can open the default diagram, when user clicks the hot spot element. Diagram : You can open the user diagram, when user clicks the hot spot element. Other Options Position : You may move around the hot spot element with the specific x,y coordinate. Size : You may edit width or height of the hot spot element with the specific value. Click OK to save your changes to the hot spot element. 127

132 Configuring Output Element Lets you edit the output element that is integrated into a system diagram Right-click the output element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device. Select the type of register. Pulse the output Every time user clicks the button, it pulses the output. This works only, if you have checked the 'Pulse the Output' checkbox. You can change the value of ON and OFF. Acknowledgement Pop-up : It will Pop-up a message window, when user clicks the output element. Password : It will ask you to type the user password, when user clicks the output element. Other Options Button Label : You can change the text for the button output element. Position : You may move around the output element with the specific x,y coordinate. Size : You may edit width or height of the output element. Click OK to save your changes to the output element. 128

133 Configuring Binary Element Lets you edit the binary element that is integrated into a system diagram Right-click the binary element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device. Select the type of register. Hyper Jump Data Window : You can open the default diagram, when user clicks the binary element. Diagram : You can open the user diagram, when user clicks the binary element. Other Options Shape : You can choose the shape of a binary element like Round, Rectangle, Diagonal / or Diagonal \. Colors : You can choose On and Off color for the shape. If you want to animate the shape, check the 'Flash' checkbox. Position : You may move around the binary element with the specific x,y coordinate. Size : You may edit width or height of the binary element with the specific value. Click OK to save your changes to the binary element. 129

134 Configuring Sum Element Lets you edit the sum element that is integrated into a system diagram Right- click the sum element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device. Select the type of register that you want to be summed. Click the 'Add' button to add the register in the Summed Items list box for summing the values of the register. Notes: You can also remove the registers from the Summed Items. Select the registers from the 'Summed Items', Click the 'Remove' button. Hyper Jump Data Window : You can open the default diagram, when user clicks the sum element. Diagram : You can open the user diagram, when user clicks the sum element. Display Options Transparent : you may use this option to get the transparent effect with the background image. Opaque is default. Other Options Justification : Text may be positioned to the left, right, or center of the sum element. Font : Click the font button to change the text properties. Position : You may move around the sum element with the specific x,y coordinate. Size : You may edit width or height of the sum element with the specific value. Click OK to save your changes to the sum element. 130

135 Configuring Device Icon Lets you edit the Device Icon element that is integrated into a system diagram Right-click the Device Icon element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Device Type Select the type of device for displaying the Image of the device. For example, if you select the 9200 Meter as a device type, it will display the 9200 meter picture in the system diagram. Hyper Jump Data Window : You can open the default diagram, when user clicks the Device Icon element. Diagram : You can open the user diagram, when user clicks the Device Icon element. Other Options Position : You may move around the Device Icon element with the specific x, y coordinate. Size : You may edit width or height of the Device Icon element with the specific value. Click OK to save your changes to the Device Icon element. 131

136 Boolean Element Lets you e dit the Boolean element that is integrated into a system diagram Right-click the Boolean element in the system diagram. The element's configuration window appears. Boolean Elements are flexible tools that allow you to logically link together Boolean registers. You can then initiate an action based on the condition of a combination of these registers. Using the Element The following steps outline how to use an AND/OR Boolean element. The first step in using an AND/OR Boolean element is to determine what values you wish to compare, i.e. the registers. The next step is to determine what kind of evaluation you want the function to perform. For example, Create the Data Item1 register Phase A is not exceeding the value 240 OR Data Item 2 register Phase B is not exceeding the value 220. As we are going to use OR gate, the result will be true if any one of the condition is true. Notes: Check the 'Enable' button to define the Data Item 2 and Data Item 3. You can choose only three logical conditions in each Boolean element. Data Item 1 Select the type of device, type of register. Select the logical operator and define the value. Select the AND/OR operator for the logical evaluation. Data Item 2 Select the type of device, type of register. Select the logical operator and define the value. Hyper Jump Data Window: You can open the default diagram, when user clicks the Boolean element. Diagram: You can open the user diagram, when user clicks the Boolean 132

137 element. Other Options Display: Choose the right image to display the output of the evaluated values. Position: You may move around the Boolean element with the specific x, y coordinate. Size: You may edit width or height of the Boolean element with the specific value. Colors True: Choose the right color to display the output when the condition is true. If you want to animate the output, check the 'Flash' checkbox. False: Choose the right color to display the output when the condition is false. If you want to animate the output, check the 'Flash' checkbox. Click OK to save your changes to the Boolean element. 133

138 Muti-State Boolean Element Lets you edit the Multi-state Boolean element that is integrated into a system diagram Right-click the Multi-state Boolean element in the system diagram. The element's configuration window appears. Multi-state Boolean Elements are flexible tools that allow you to logically link together Boolean registers. You can then initiate an action based on the condition of a combination of these registers. Using the Element The fo llowing steps outline how to use an AND/OR Multi-state Boolean element. The first step in using an AND/OR Multi-state boolean element is to determine what values you wish to compare, i.e. the registers. The next step is to determine what kind of evaluation you want the function to perform. For example, Binary 1 134

139 Data Item 1 Device 1 Phase A is not exceeding the value 240 OR Data Item 2 Device 1 Phase B is not exceeding the value 220 OR Data Item 3 Device 1 Phase C is not exceeding the value 230 AND Binary 2 Data Item 1 Device 2 Phase A is not exceeding the value 240 AND Data Item 2 Device 2 Phase B is not exceeding the value 220 AND Data Item 3 Device 2 Phase C is not exceeding the value 230 In the above example, Binary 1 data items are evaluated by logical operator OR, the result will be true if any one of the condition is true. Binary 2 data items are evaluated by logical operator AND, the result will be true only if any one condition is true. Binary 1 and Binary 2 are evaluated by logical operator AND, the result will be true only if any one condition is true. Notes: Check the 'Enable' button to define more than 1 data item in each binary. You can choose maximum 6 logical conditions in each boolean element. i.e. for every binary output you can have 3 logical conditions. Data Items Select the type of device, type of register. Select the logical operator and define the value. Select the AND/OR operator for the logical evaluation. Hyper Jump Data Window : You can open the default diagram, when user clicks the Multi-state Boolean element. Diagram : You can open the user diagram, when user clicks the Multi-state Boolean element. Other Options Shape : Choose the right shape to display the output of the evaluated values. Position : You may move around the Multi-state Boolean element with the specific x, y coordinate. Size : You may edit width or height of the Multi-state Boolean element with the specific value. Colors 0 / 0 : Choose the right color to display the output when the condition of Binary 1 is false and Binary 2 is false. If you want to animate the output, check the 'Flash' checkbox. 0 / 1 : Choose the right color to display the output when the condition of Binary 1 is false and Binary 2 is true. If you want to animate the output, check the 'Flash' checkbox. 1 / 0 : Choose the right color to display the output when the condition of 135

140 Binary 1 is true and Binary 2 is false. If you want to animate the output, check the 'Flash' checkbox. 1 / 1 : Choose the right color to display the output when the condition of Binary 1 is true and Binary 2 is true. If you want to animate the output, check the 'Flash' checkbox. Click OK to save your changes to the Multi-state Boolean element. 136

141 Image Element Lets you edit the Image element that is integrated into a system diagram Right-click the Image element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Device Type Select the type of device Select the type of register you want to display Hyper Jump Data Window : You can open the default diagram, when user clicks the Image element. Diagram : You can open the user diagram, when user clicks the Image element. Image Filename : Choose the image from the drop down list or you can upload the local images into the drop down list. You may display the image as background or you may display the image when the register is true 137

142 Other Options Position : You may move around the Image element with the specific x, y coordinate. Size : You may edit width or height of the Image element with the specific value. Click OK to save your changes to the Image element. 138

143 Label Element Lets you edit the Label element that is integrated into a system diagram Right-click the Label element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Label Type the label name. Hyper Jump Data Window : You can open the default diagram, when user clicks the Label element. Diagram : You can open the user diagram, when user clicks the Label element. Other Options Position : You may move around the Label element with the specific x, y coordinate. Size : You may edit width or height of the Label element with the specific value. Color : Choose the foreground color for the text. Background Color : Choose the background color for the text. Notes: As you pick the Foreground color and Background color for the text, it will show up selected colors in the sample field. Click OK to save your changes to the Label element. 139

144 Device Name Element Lets you edit the Device Name element that is integrated into a system diagram Right-click the Device Name element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Choose the device for to display the name of the device. Hyper Jump Data Window : You can open the default diagram, when user clicks the Device Name element. Diagram : You can open the user diagram, when user clicks the Device Name element. Other Options Position : You may move around the Device Name element with the specific x, y coordinate. Size : You may edit width or height of the Device Name element with the specific value. Text Color : Choose the foreground color for the text. Background Color : Choose the background color for the text. Notes: As you pick the Foreground color and Background color for the text, it will show up selected colors in the sample field. Font : Click the font tab to choose the font. Click OK to save your changes to the Device Name element. 140

145 Bar Element Lets you edit the Bar element that is integrated into a system diagram Right-click the Bar element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Data Item Select the type of device. Select the type of register you want to display. Hyper Jump Data Window : You can open the default diagram, when user clicks the Bar element. Diagram : You can open the user diagram, when user clicks the Bar element. Style Solid Color : Choose the solid color to display the bar element. Gre en/yellow/red : This option is default. Green/Yellow/Red color will be 141

146 displayed in the bar element according to the range you define. If you want to animate the bar element, check the 'Flash' checkbox. Range Lowest : Type the minimum value of the bar element. Hig hest : Type the maximum value of the bar element. Notes: Bar element will be displayed in green color with respect to the lowest and highest value. Yellow : Type the numeric value. If the selected register is reaching the given numeric value, the bar element will be displayed in yellow color from lowest value to the current register value. Rest of the bar element value will be displayed in green color. Red : Type the numeric value. If the selected register is reaching the given numeric value, the bar element will be displayed in red color from lowest value to the current register value. Rest of the bar element value will be displayed in green color. Other Options Position : You may move around the Bar element with the specific x, y coordinate. Size : You may edit width or height of the Bar element with the specific value. Orientation : Choose to display the bar element in horizontal or vertical. Options : Check the 'Border' to display the border around bar element. Check the 'Scale' to display the scale of values. Click OK to save your changes to the Bar element. 142

147 Bus Element Lets you edit the Bus element that is integrated into a system diagram Right-click the Bus element in the system diagram. The element's configuration window appears. Select the appropriate option and make your changes. Hyper Jump Data Window : You can open the default diagram, when user clicks the Bus element. Diagram : You can open the user diagram, when user clicks the Bus element. Rotation Angle : Choose the angle to rotate the bus element. Other Options Position : You may move around the Bus element with the specific x, y coordinate. Size : You may edit width or height of the Bus element with the specific value. Click OK to save your changes to the Bus element. 143

148 Setup Modbus Maps Modbus Maps Overview Access Energy Manager software supports many communication protocols and different device communications drivers. Modbus devices are supported with hard-coded device drivers as the other devices are, OR using Modbus template files which can be created and added to the system at any time. A Modbus template file for AEM is an XML file with the file extension.xml. In order to add a new Modbus device driver to an AEM system, you need only add the appropriate file to the Modbus subdirectory in your AEM installation directory. There is enough information in the file to tell AEM which Modbus devices to list in the Add Device page and to communicate to those devices, even configure the devices and present data on customized Standard Diagram pages. Custom Modbus template devices can be used with COM port or Ethernet connectivity. 144

149 Add Modbus Map This procedure describes how to add registers to Modbus Map. Procedure 1. Click the Setup tab from the left Menu tabs. 2. Click the Configuration tab. You will find all the setups below the configuration tab. 3. Click the Setup Modbus. Result: Setup ModbusMaps window will be displayed. 4. Click the Add ModbusMap button Result: The Modbus RegisterMap Notepad window will be displayed. 5. Enter values in the fields with respect to your need. Read the following topics. Modbus Register Map Name : Name of the device type (e.g. 'Square-D Enercept'). Note that this name is appended to generate the name of certain custom pages that may be associated with this device type. Spaces and punctuation marks "[ ; /? " & = + $ ] are converted to '_' when generating those names. For instance the Standard Diagram for the Square- D enercept is named as StandardDiagram_SquareD_Enercept.aspx. Register ID : Modbus register valid numbers are usually , but any 16-bit unsigned data value can be used. Register Name : You can type any name, which is meaningful to you. (e.g. "Amps Phase A"). 145

150 Register Category : Register category, select from the dropdown list REG_UNDEF REG_REALTIME (Most common category) REG_COMMAND REG_CONFIG REG_PROT_SET REG_LOG REG_MINMAX REG_WAVEFORM REG_NA Data Type : Select from the dropdown list. Char (Very common data type) UChar Short UShort Int (Most common data type) UInt String Float Double TBitField MBREGCOUNT : For instance, if this register represents a single 2-byte Modbus register 40001, then MBREGCOUNT would be the default of 0. If for instance, this register represents two 2-byte Modbus registers (40001 and 40002) comprising a 4-byte data value, then MBREGCOUNT would be 1. ReadFn : The Modbus read command (generally a 3 or a 4 command is used to read). Default is 3. It's not included for most REGs. Valid values for ReadFn are usually 1, 3 or 4 but any value from 0 to 16 can be used. WriteFn : The Modbus write command. Default is 16. It's not included for most REGs Valid values for WriteFn are usually 5, 6, 15 or 16 but any value from 0 to 16 can be used. Enums : Click the Enums link to specify enums. Scale : Any single precision float is valid. Default is 1.0 DefRTReg : If this option is 'true', the register will be displayed in the Realtime data window. DefMin/Max : If this option is 'true', the register will be displayed in the Min/Max window. DefRTTrend : If this option is 'true', the register will be displayed in the Realtime data trending window. Note, you can choose only 4 registers are 'true'. For instance, if you choose more than 4 registers, it will display only 146

151 the first four registers. DefSnapshot : If this option is 'true', the register will be displayed in the Snapshot window. 6. Click the AddNewEntry button to add new register. 147

152 EnumList Procedure 1. Click the Setup tab from the left Menu tabs. 2. Click the Configuration tab. You will find all the setups below the configuration tab. 3. Click the Setup Modbus. Result: Setup ModbusMaps window will be displayed. 4. Click the Add ModbusMap button Result: The Modbus RegisterMap Notepad window will be displayed. 5. Click the 'Enums' link. It will display Enum List window. VALUE : The numerical integer value that corresponds to the STRING (e.g. 1) Valid values range from STRING : The string that corresponds to the following VALUE (e.g. Input On ) 148

153 MASK : Numerical value to AND with the data before comparing to VALUE. For instance you can MASK with 1, 2, 4, 8 to get individual bit flags (e.g. 7 would mask the low 3 bits and you would typically expect eight ENUM sections with a mask of 7, for the 8 possible values). Valid MASK values range from Click Save EnumList button to save the Enum List. 149

154 Delete AEM Event Logs Deleting AEM Event Logs This procedure describes how to delete AEM Event Logs. Procedure To delete AEM Event Logs 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Delete AEM Event Logs Result: The Setup AEM Event Log window is displayed. 5. From the Select Log Type drop-down list, select the Log Type name to delete all the logs related to that type or select All to delete all the event logs 6. From the Select Entry Type drop-down list, select the Entry Type name to delete all the logs related to that type or select All to delete all the entry type event logs. 7. Click Delete AEM Event Log to delete the selected event logs. 150

155 Deleting Historical Devices This procedure describes how to delete AEM Historical Devices. Historical Devices are devices that were previously used in the system. Procedure To delete AEM Historical Devices 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Configuration tab. You will find all the setups below the configuration tab. 4. Click the Delete Historical Devices link. Result: The Delete Historical Devices window is displayed. 5. From the list select Delete link on any device that need to be deleted permanently from the system 151

156 Administration Setup Users Setting Up User ID and Password Setting Up User ID and Password This procedure describes how to set up new users in AEM. When you set up a new user, you need to assign the person a user ID, User name, and Description. Password will be generated randomly for you. You may need to assign the person a security level that determines which AEM features and commands the person will be able to access. Notes: If you want to change the Password, click here Procedure To set up a user in AEM: 1. Login to AEM using a user ID that has a security setting that allows Setup User capabilities. Notes: AEM is shipped to you with a default user already set up. The user ID is Siemens. To learn how to log into AEM, click here. 2. From the Setup tab menu, click the Administration Tab, then click the Setup Users. Result: The Setup Users window is displayed: 3. Click the Add New User button. Result: The Add User window is displayed. 152

157 4. In the User Name field, enter the name of the user. 5. In the User ID field, enter a unique user ID for the user. This is the ID that they will use, when they login. 6. The field Password will be generated randomly for you. You may change the password using Modifying User Password. 7. In the Description field, you may enter your title or designation. Description field is optional. 8. From the Select Base Group drop-down menu, select the base group that you want to assign to the user. This determines which devices this user is allowed to see. 9. To customize the User Security Settings that you assigned the user, manually check (or uncheck) the boxes nex t to the listed AEM features and commands. Notes: You can add or remove specific features and commands from user access by manually check or uncheck the boxes. 10. Click the Save button. Result: AEM adds up the user and returns you to the Setup Users window. 153

158 Changing User Access This procedure describes how to change user access in AEM. When changing user access, you can... Change the User Name and description. Change the Base Group. Change the User Security Settings assigned to users Procedure To change user access in AEM: 1. Login to AEM using a user ID that has been enabled to Setup Users. Notes: AEM is shipped to you with a user ID already set up. The user ID is Siemens. To learn how to log into AEM, click here 2. From the Setup tab menu, click the Administration Tab, then click the Setup Users. Result: The Setup Users window is displayed 3. From the Setup User window, You will find a column for Modify User. Each user has a modify link. Click on the 'Modify' link for the user whose settings you want to change. Result: The Modify User window is displayed. Notes: User ID cannot be changed 4. To change the user's Name, enter the new user name in the User Name field. 5. To change the Description field, enter the new description in the Description field. Description field is optional. 6. To change the Base Group, Select the new Base Group from the Select Base Group drop-down menu. 7. To change the User Security Settings, manually check (or uncheck) the boxes next to the listed AEM features and commands. Notes: You can add or remove specific features and commands from user access by checking or uncheck the boxes. 9. Click the Save button. Result: AEM saves your changes and returns you to the Setup Users window. 154

159 Modifying Users Password This procedure describes how to change User Password in AEM. Procedure To change users Password in AEM: 1. Login to AEM using a user ID that has edit capabilities for Setup User. Notes: AEM is shipped to you with a user ID already set up. The user ID is Siemens. To learn how to log into AEM, click here 2. From the Setup tab menu, click the Administration Tab, then click the Setup Users. Result: The Setup Users window is displayed 3. From the Setup User window, You will find a column for Password. Each user has a Password link. Click on the 'Password' link to the user whose settings you want to change. Result: The Modify Password window is displayed. 4. To change the user s password, enter the new password in the Password field. 5. Click Save button to save the new Password. 155

160 Removing Users This procedure describes how to remove user from AEM. Procedure T o change user access to AEM: 1. Login to AEM using a user ID that Setup Users capabilities. Notes: AEM is shipped to you with a user ID alread y set up. The user ID is Siemens. To learn how to log into AEM, click here 2. From the Setup tab men u, click the Administration Tab, then click the Setup Users. Result: The Setup Users window is displayed 3. From the Setup User window, you will find a column for Remove User. Each user has a remove link. Click on the Remove link for the user to be deleted. Result: The Remove User window is displayed with all fields disabled. 4. To Remove the User from AEM, Click the Remove User button. Result: AEM removes the user that you have wanted to remove and returns you to the Setup Users window. 156

161 Setting up Contacts Setting up User Contact This procedure describes how to set up new contact details in AEM. These contact details will be useful when you configure an alarm or a report and send a notification to a user's ID or to a pager or a FAX machine. Procedure To set up a contact details 1. Login to AEM. 2. Click the Setup tab from the left Menu tabs. 3. Click the Administration Tab, then click the Setup Contacts Result: The Setup Contacts window is displayed. 4. Fill in all the fields in the contact form. Notes: Although all fields are optional, you must enter something in at least one of the first four fields. These first four fields together make a contact unique. 5. Click the Save Profile button to save the contact details. If... Then... you want to add another contact. Click the Add New Contact button. Fill in all the fields in the form. Click the Save Profile button. you want to reset all the fields in the contact form. you want to close the contact form window. Click the Add New Contact button. Click the Close button. 157

162 you want to modify the existing contact Select the contact person from the Select Contact drop-down list. Change the necessary fields in the form. Click the Save Profile button for the changes you made, or Remove to delete the contact. 158

163 Setup Preferences Preferences Settings Groups Data Polling Rate Groups Data polling rate is how often AEM browser client polls for the data from the AEM Server and shows it in the Group Summary screen. You may change the Groups Data Polling Rate to see the output difference in Viewing Summary Data Alarms Display Polling Rate Alarms polling rate is how often AEM browser client polls for the data from the AEM Server and shows it in the Status bar. You may change the Alarms Display Polling Rate to see the difference in Alarm Tracker Status bar. Mail Server Address (SMTP) Y ou may have to enter the SMTP (Simple Mail Transfer Protocol) mail server a ddress to configure AEM with your mail server for sending alarms through or scheduled report notification through . You may type the IP Address or Domain Name of your mail server. Notes: IP Address: If you are connecting to the internet, your ISP must have provided your server's IP address, and the default gateway's IP address. (The default gateway is the ISP computer through which your computer routes all Internet traffic.) Notes: You may contact your network administrator for any help on this. Domain Name System (DNS): On the Internet, Web sites usually use the Domain Name System. If you register a domain name for your site, users can type your site's domain name in the Mail Server address field for the browser to contact your mail Server. For example 'siemens.com' Notes: You may contact your network administrator for any help on this. Preferences Settings This procedure describes how to set up a Polling rates and the Server Configuration for the above scenarios. Procedure To modify a setting in AEM Preferences: 1. Login to AEM. 2. From the Setup tab menu, click the Administration Tab, then click the Setup 159

164 Preferences. Result: The Preferences window is displayed. You may change the desired Polling rates for real time, Standard diagram, Groups data, Alarms Display. Enter the Mail Server Address for AEM to contact you through . Click the Save button for modified data to be saved. 160

165 Display Below is a list of the most common Display tasks you will perform in Access Energy Manager. Select any help topic for more information. Lists Groups Reports Project List Viewing Project List Connection List Viewing Connection List Resetting Connections Device List Viewing Device List Default Alarm List Viewing Default Alarm List Alarm List Viewing Alarm List Data Log List Viewing Data Log List Exported DataLogs Download Exported DataLogs Remove Exported DataLogs Groups Viewing Groups Viewing Standard Diagram Viewing Realtime Data Viewing Realtime Trending Configuring Device Configuration Clear Settings Viewing Summary Data Billing Report Create Manual Report By Devices By Group Create Scheduled Report By Devices By Group Modifying Billing Report Removing Billing Report Run Billing Report Load Analysis Report Create Manual Report By Devices By Group Create Scheduled Report By Devices By Group Modifying Load Analysis Report Removing Load Analysis Report Run Load Analysis Report Realtime Trends List Viewing Realtime Trends List View Existing Reports View Billing Reports View Load Analysis Report AEM EventLogs List Viewing EventLogs List Scheduled Jobs List Viewing Scheduled Jobs List 161

166 Lists Project List Viewing Project List This help topic describes about displaying the Project List in AEM. Procedure To view a Project List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Project List Result: Project List window will be displayed with the existing Projects Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Project Title, then click the column heading Project Title. Project Title It shows Name of the Project that is meaningful to you and the other people who work with your electrical system. Database Name It shows the name of the database. Date Created It shows the date on which the project was created. Default Project Default project will show the status of the project, whether the project is open or close by showing True or False Notes: To set Default Project, click here Related Topics How to Setup Projects 162

167 Connection List Viewing Connection List This help topic describes about available Connection List in AEM. Procedure To view a Connection List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left menu tabs. 3. Click the Lists tab. 4. Click the Connection List Result: Connection List window will be displayed with the existing Connections. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by connection name, then click the column heading Connection Name. Connection Name It shows the name of the connection that is meaningful to you and the other people who work with your electrical system. Connection Type Type is a protocol and physical connectivity combination. AEM currently supports 5 types of connections which is described below. SEABUS/COM SEABUS/COM connection is a connection from a COM port on a AEM computer to electrical devices that communicate using SEABUS protocol. The SEABUS devices can be connected to the COM port by one of the following methods: Directly (RS-232) Via an Isolated Multi-Drop Converter (RS-485) Via some type of modem, such as dial-up, short range, radio, or fiber optic To allow AEM to monitor and control SEAbus devices connected to a COM port on your computer, add a SEAbus/COM connection to your AEM system. 163

168 SEABUS/Ethernet Converter SEABUS/Ethernet Converter connection is a network connection from a AEM computer to SEABUS devices connected to the network through an Ethernet Converter. To allow AEM to monitor and control SEABUS devices connected to your network through an Ethernet Converter, add a SEABUS/Ethernet Converter Connection to your AEM system. MODBUS/COM MODBUS/COM connection is a connection from a COM port on a AEM computer to electrical devices that communicate using MODBUS protocol. The MODBUS devices can be connected to a COM port by one of the following methods: Directly (RS-232) Via an Isolated Multi-Drop Converter (RS-485) Via some type of modem, such as dial-up, short range, radio, or fiber optic To allow AEM to monitor and control MODBUS devices connected to a COM port on your computer, add a MODBUS/COM connection to your AEM system. MODBUS/Ethernet Converter MODBUS/Ethernet Converter connection is a network connection from a AEM computer to MODBUS devices connected to the network through an Ethernet Converter. To allow AEM to monitor and control MODBUS devices connected to your network through an Ethernet Converter, add a MODBUS/Ethernet Converter Connection to your AEM system. Wireless/File MODBUS/Ethernet Conve rter connection is a network connection from a AEM computer to MODBUS devices connected to the network through an Ethernet Converter. To allow AEM to monitor and control MODBUS devices connected to your network through an Ethernet Converter, add a MODBUS/Ethernet Converter Connection to your AEM system. COM Port It shows the COM port # on your computer to which the physical connection is made to the particular connection. Simulation 164

169 It shows whether the connection is in demo mode or realtime. Speed It shows the Baud Rate at which the devices are communicated. IP Address It shows the Ethernet connection is connected through this IP Address. Total Packets It shows the total number of data packets requested from all devices on the connection since the last reset. Notes: A data packet is a set of data bytes from a device. The type of data included in a packet depend on the device being polled. Total Responses It shows the number of times AEM got responses for the requests that were made. Notes: No responses The number of times AEM requested a data packet from a device but did not receive a response. Some reasons for no response include. A device lost power A network connection was lost Baud rate of the device and the AEM connection port don t match The device address assigned to a device does not match the address set up for that device in AEM Improper communication wiring Notes: No responses occur occasionally even under the best circumstances. A small percentage of no responses relative to the total number of packets requested (1 percent or less) is probably not a problem. Total errors It shows the number of data errors that AEM has detected. Notes: Data errors occur when AEM receives a data packet that contains errors. They occur occasionally even under the best circumstances. A small percentage of data errors relative to the total number of packets requested (1 percent or less) is probably not a problem. A greater percentage may indicate a problem with the COM port or the Baud rate settings. Reset Status Click on this help topic: How to Reset the Polling Counters Related Topics How to Setup Connections 165

170 Device List Viewing Device List This help topic describes about existing Devices that are connected in AEM. Procedure To view a Device List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Device List Result: Device List window will be displayed with the existing Devices. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Address, then click the column heading Address. Device Name It shows the name of the Device that is meaningful to you and the other people who work with your electrical system Connection Name It shows the name of the connection, that are made through the Setup Connections. Device Type It shows the type of device, that is connected. For example, 9200 power meter is the device type. Address It shows the device address. Notes: Each device connected to the same COM port must have a unique address, which is programmed into the device. Related Topics How to Setup Devices 166

171 Default Alarm List Viewing Default Alarm List This procedure describes how to change the attributes of a Alarms that is already set up in your AEM: Procedure To view a Default Alarm List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Default Alarm List Result: Default Alarm List window will be displayed with the existing default alarms configured. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Register, then click the column heading Register. Device Type Shows the type of device associated with a default alarm. For example, in the above picture, all Default Alarms are associated with the 9200 device type. Register Shows the name of the device register associated with a default alarm. Type Shows the value compare type of the Default alarm. The following table shows how the type works when the default alarm triggers. If... the default alarm type is > (High Limit) the default alarm type is < (Low Limit) Then... It checks the register value is greater than > the value that user inputs It checks the register value is less than < the value that user inputs 167

172 the default alarm type is Change the default alarm type is = (Equal to) the default alarm type is not = (Not equal to ) It compares the register value changes from the value that user inputs. It compares the register value is equal to the value that user inputs. It compares the register value is Not equal to the value that user inputs. Value Shows the register compare value for the specific default alarm Wav Shows an indicator that specifies if a Wav (Sound) file has been configured to be played when an alarm is triggered. X means a WAV file should be played. Indicates if an should be sent to a designated user when the alarm is triggered. X means has been setup for this alarm. 168

173 Alarm List Viewing Alarm List This help topic describes the Alarm List display in AEM. Procedure To view a Alarm List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Alarm List Result: Alarm List window will be displayed with the existing alarms configured. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Value, then click the column heading Value. Device Type Shows the type of device associated with a default alarm. For example, in the above picture, all Default Alarms are associated with the 9200 device type. Register Shows the name of the device register associated with a default alarm. Type Shows the value compare type of the Default alarm. The following table shows how the type works when the default alarm triggers. If... the alarm type is > (High Limit) the alarm type is < (Low Limit) the alarm type is Change Then... It checks the register value is greater than > the value that user inputs It checks the register value is less than < the value that user inputs It compares the register value changes from the value that user inputs. 169

174 the alarm type is = (Equal to) the alarm type is not = (Not equal to) It compares the register value is equal to the value that user inputs. It compares the register value is Not equal to the value that user inputs. Value Shows the register compare value for the specific default alarm Wav Shows an indicator that specifies if a Wav (Sound) file has been configured to be played when an alarm is triggered. X means a WAV file should be played. Indicates if an should be sent to a designated user when the alarm is triggered. X means has been setup for this alarm. 170

175 Active Alarm List Viewing Active Alarm List This help topic describes the Active Alarm List display in AEM. Procedure To view a Active Alarm List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Active Alarm List Result: Active Alarm List window will be displayed with the existing active alarms. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Value, then click the column heading Value. To Filter Results by Device, select the device name in the drop-down list for filtering the results by device. To Remove alarm, click on the Alarm Image to remove the particular alarm. To Remove All the alarm, click Delete All button to remove all the active alarm list. DateTime Shows the date and time stamp, when the active alarm was triggered. Device Shows the name of the Device associated with the alarm. Device Type Shows the device type of the device associated with the alarm. For example, 9200 power meter is the device type. Register Shows the name of the device register that is associated with the active alarm. Value Shows the current register value for the active alarm. 171

176 Data Log List Viewing Data log List This procedure describes how to view a data log in AEM. You can view any data log by performing this procedure. Data Log Name Shows the name of the Data log. Log Interval Shows the time interval (in seconds) for capturing data for the data log. Registers Shows the first item in the device register list for the data log. Procedure To view a data log, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Data log List Result: Data Log List window will be displayed with the existing Data logs 5. Click the View link to the respective data logs that you want to view. Result: The Data log Viewer window will be displayed with a Graphs and select device register options. 6. Select the Device-Register Combinations to be graphed from the Select Device Register List Notes: Use Shift key and/or Ctrl key for selecting more than one register from the list. 7. After selecting the Device-Registers, Click the Refresh Graph button Result: Graph is displayed with new Device-Registers combinations that you have selected now. 8. Click the Close button for exiting from the Data Log Viewer. 172

177 Exported DataLogs Download Exported DataLogs This procedure describes how to download an exported datalog from AEM Server Computer. Procedure To download an exported datalog, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Exported DataLogs Result: Exported DataLogs window will be displayed with the existing exported datalogs. 5. Click the Download link to the respective datalog that you want to download. Result: The data log will be exported as an Excel file. You may save the Data logs in excel format for your reference. 173

178 Remove Exported DataLogs This procedure describes how to remove a exported datalog in AEM. Procedure To remove a exported datalog, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Exported DataLogs Result: Exported DataLogs window will be displayed with the existing exported datalogs. 5. Click the Remove link to the respective datalog that you want to remove. Result: The exported datalog will be removed immediately without any warning. 174

179 Realtime Trends List Viewing Realtime Trends List This help topic describes about existing Realtime Trends List that are connected in AEM. Procedure To view a Realtime Trends List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Realtime Trends List Result: Realtime Trends List window will be displayed with the existing Realtime Trends Configured. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by trend name, then click the column heading Trend Name. 5. Click the View link to the respective Realtime Trends that you want to view. Result: Realtime Trending will display in the Realtime Trending Display window. 175

180 Diagram List Viewing Diagram List This help topic describes about existing Diagrams that are setup in AEM. Procedure To view Diagram List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Diagram List Result: Diagram List window will be displayed with the existing Diagrams. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Diagram, then click the column heading Diagram. Diagram It shows the name of the Diagram that is meaningful to you and the other people who work with your electrical system Date Created It shows the date on which the diagram is created. Last Modified It shows the date on which the diagram was modified. Related Topics How to Setup Diagrams 176

181 Modbus Map List Viewing Modbus Map List This h elp topic describes about existing Modbus Maps that are setup in AEM. Procedure To view Modbus Map List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Modbus Maps List Result: Modbus Maps List window will be displayed with the existing Modbus Maps. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by Modbus Map, then click the column heading Modbus Map. Modbus Map It shows the name of the Modbus Map that is meaningful to you and the other people who work with your electrical system Date Created It shows the date on which the Modbus map is created. Last Modified It shows the date on which the Modbus map was modified. Related Topics How to Setup Modbus Map 177

182 AEM EventLogs List Viewing AEM EventLogs List This help topic describes about existing AEM EventLogs List that are logged in AEM database. Procedure To view a AEM EventLogs List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the AEM EventLogs List Result: AEM EventLogs Selection window will be displayed. 5. Select Start Date and Stop Date from the drop-down list. 6. Select Start Time and Stop Time from the drop-down list. 7. In the Select Log Type drop-down list, select the designated Log Type events. 8. Click Get AEM Event Log button Result: Event Logs list will display in the AEM Event Logs Viewer window. Notes: To Sort by fields in the table, click the column heading. For example, if you want to sort by log type, then click the column heading Log Type. You may filter the Event logs by selecting the Error type in the Filter Results by Error Type drop-down list. You may press Next > to go next page of Event Log List or press <Previous to go previous page of Event Log List. 178

183 9. Click <<Back to go AEM EventLogs Selection window or Click Close button to close the AEM Event Log Viewer. 179

184 Scheduled Jobs List Viewing Scheduled Jobs List This help topic describes about existing Scheduled Jobs List that are connected in AEM. Procedure To view a Scheduled Jobs List, perform the following procedure: 1. Login to AEM 2. Click the Display tab from the left Menu tabs. 3. Click the Lists tab. 4. Click the Scheduled Jobs List Result: Scheduled Jobs List window will be displayed with the existing Scheduled Jobs List. 180

185 Groups Viewing Groups This picture shows the G roups Tree view in ACCESS Energy Manager. To view a group follows these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available Groups and devices added to the G roups in the same window Notes: See the above diagram for example. 181

186 Viewing Standard Diagram This picture shows how to view the Standard Diagram data for the devices in ACCESS Energy Manager. To view the data of a Standard Diagram follow these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available Groups and devices in the tree view. Notes: If you don't have any groups and Devices you may create new group and add devices to group 4. Click the Device name Notes: See the ab ove diagram for your reference. To change the Polling rate for the Standar d Diagram data, click here to Change Polling Rate Result: The Standard Diagram window is displayed with all the data in the Main Screen area. 182

187 Viewing Realtime Data This picture shows how to get the Realtime values for the devices in ACCESS Energy Manager. To view a Realtime Value follow these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available groups and devices in the tree view. Notes: If you don't have any groups and devices you may create a new group and add devices to group 4. Click the Device name Notes: See the above diagram for your reference. Result: The Device Features window is displayed with all the tabs. 5. Click the Realtime Data tab. Result: The Realtime Data window is displayed with all the values in the Main Screen area. To change the Polling rate for the Realtime Data, Click here to Change Polling Rate 183

188 Notes: Click the Edit button to add/delete the registers from the Realtime Display. 184

189 Viewing Realtime Trending This picture shows how to get the Realtime Trending for the devices in ACCESS Energy Manager. To view the Realtime Trending follow these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available Groups and devices in the tree view. Notes: If you don't have any groups and Devices you may create a new group and add devices to group 4. Click the Device name Notes: See the above diagram for you reference. Result: The Device Features window is displayed with all the tabs. 5. Click the Realtime Trending tab. Result: The Realtime Trending window is displayed with a graphical display of different register values, which is configured through Setup Realtime Trends. 185

190 186

191 Configuring Device Configuration This picture shows how to setup the Device Configuration for the devices in ACCESS Energy Manager. To configure the Device Configuration follow these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available Groups and devices in the tree view. Notes: If you don't have any groups and Devices you may create new group and add devices to group 4. Click the Device name Note: See the above diagram for you reference. Result: The Device Features window is displayed with all the tabs. 5. Click the Device Configuration tab. Result: The Device Configuration window is displayed with all the fields. 187

192 Note: Follow the table to feed the input in the respective fields. In this field... Enter the following... Basic Configuration Setup Volt Mode From the drop-down list, select which type of connection the meter uses to measure voltage: Demo 3 Wire Wye 4 Wire Wye Single Phase Delta Delta Direct Note: Select demo mode to configure the meter for a demonstration. PT Primary Primary rating of the voltage transformers. Enter the Number between (1 to 65535) PT Secondary Secondary rating of the voltage transformers. Enter the Number between (1 to 65535) CT prima ry Primary rating of the current transformers. Enter the Number between (1 to 65535) CT Secondary Secondary rating of the current transformers. Enter the Number between (1 to 65535) Va Polarity From the drop-down list, choose one of the following: Inverted Normal 188

193 Vb Polarity Vc Polarity Ia Polarity Ib Polarity Ic Polarity From the drop-down list, choose one of the following: Inverted Normal From the drop-down list, choose one of the following: Inverted Normal From the drop-down list, choose one of the following: Inverted Normal From the drop-down list, choose one of the following: Inverted Normal From the drop-down list, choose one of the following: Inverted Normal Demand Setup Demand Interval Length This value is measured in seconds. The default value is 900 seconds (15 minutes). Number of Demand Number of demand periods that you want the meter to Periods average to calculate demand (1 to 5). Scaling Setup Volt Scale From the drop-down list, choose the Voltage Amp Scale Amp Neutral Scale Power Scale Energy Pulsing Setup Digital Output #1 Time Constant Digital Output #2 Time Constant Digital Output Irda Digital Output #1 Output scale: For example, 'x100' means, multiply the displayed value by 100 for the actual value. Default value is 'x10' From the drop-down list, choose the Current scale: For example, 'x100' means, multiply the displayed value by 100 for the actual value. Default value is 'x10' From the drop-down list, choose the Neutral current scale: For example, 'x100' means, multiply the displayed value by 100 for the actual value. Default value is 'x10' From the drop-down list, choose the Power scale: For example, 'x100' means, multiply the displayed value by 100 for the actual value. Default value is 'x10' Enter the number of seconds (0.1 to 999.9) to set the pulse duration. Enter the number of seconds (0.1 to 999.9) to set the pulse duration. Enter the number of seconds (0.1 to 999.9) to set the pulse duration. From the drop-down list, select the mode for Digital 189

194 Mode Output #1: kwh Pulse kvah Pulse kvarh Pulse Ext 1 Ext 2 Digital Output #2 Output Mode Digital Output Irda Mode Communication Setup RTS Display Display Setup Display Scroll Delay Display Refresh Time Password From the drop-down list, select the mode for Digital Output #2: kwh Pulse kvah Pulse kvarh Pulse Ext 1 Ext 2 From the drop-down list, select the mode for Digital Output Irda: kwh Pulse kvah Pulse kvarh Pulse Ext 1 Ext 2 Enter the number of milliseconds (0 to 1000) to set the RTS Display. Default is :20 Enter the number of seconds (0 to 30) to set the Display Scroll Delay. Default is :0 Enter the number of seconds (1 to 6) to set the Display Refresh Time. Default is :2 By default, the password is set to 0 (zero) in the factory. The password may be changed to any number (0 to 9999). 6. Click the Configure button. Result: You will get message saying that 'Device successfully configured. It will take few seconds to reflect the change in all modules'. 190

195 Clear Settings This picture shows how to clear the settings for the devices in ACCESS Energy Manager. To clear the settings follow these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available Groups and devices in the tree view. Notes: If you don't have any groups and Devices you may create new group and add devices to group 4. Click the Device name Notes: See the above diagram for your reference. Result: The Device Features window is displayed with all the tabs. 5. Click the Clear Settings tab. Result: The Clear Settings window is displayed. 6. Click the buttons for clearing Reset Energy, Peak Energy Demand and Peak Amp Demand. 191

196 Viewing Summary Data This picture shows how to view the Summary data of various devices that are in a group in ACCESS Energy Manager. To view a Summary Data follow these steps: 1. Login to AEM 2. Click the Display Tab from the Left Menu Bar. 3. Click the Groups tab. Result: This will display any available Groups and devices in the tree view. Notes: If you don't have any groups and Devices you may Create new group and add devices to group 4. Click the Group Name Notes: See the above diagram for your reference. (Example. Here First Floor and Second Floor are two different Groups) Result: The Summary window is displayed with all the different summary data in the Main Screen area. 5. Click on each tab for the different Summary data. Basic Summary T his shows the Basic Summary of following registers for the devices that are connected to the same group. Voltage LL Avg - Volt LL Current Avg - Cur Avg Power (kw) - kw total Power Factor - PF Total 192

197 Currents This shows the Current Summary of following registers for the devices that are connected to the same group. Current A - Cur Ph A Current B - Cur Ph B Current C - Cur Ph C Current Average - Cur Avg Demand Currents This shows the Demand Current Summary of following registers for the devices that are connected to the same group. Demand Current A - Ia Demand Demand Current B - Ib Demand Demand Current C - Ic Demand Peak Demand Current A - Ia Peak Demand Peak Demand Current B - Ib Peak Demand Peak Demand Current C - Ic Peak Demand Voltages This shows the Line to Line Voltage Summary of following registers for the devices that are connected to the same group. V AB - Volt AB V BC - Volt BC V CA - Volt CA V AN - Volt Ph A V BN - Volt Ph B V CN - Volt Ph C 193

198 Energy This shows the Energy Summary of following registers for the devices that are connected to the same group. 14. Total Real Energy (kwhr) 15. Total Reactive Energy (kvahr) Power This shows the Power Flow Summary of following registers for the devices that are connected to the same group. Real - kw Total Reactive - Kvar Total Apparent - KVA Total Demand Avg - kw Demand Demand Peak - kw Peak Demand Demand Pred - THD's This shows the THD Currents & Voltages Summary of following registers for the devices that are connected to the same group. Ia THD Current (%) - I1 THD Ib THD Current (%) - I2 THD Ic THD Current (%) - I3 THD I Neutral THD Current (%) Vab THD Voltage (%) Vbc THD Voltage (%) Vca THD Voltage (%) Van THD Voltage (%) - V1 THD Vbn THD Voltage (%) - V2 THD Vcn THD Voltage (%) - V3 THD 194

199 195

200 Reports Billing Report Create Manual Report By Devices By Group Create Scheduled Report By Devices By Group Modifying Billing Report Removing Billing Report Run Billing Report 196

201 Create Manual Report Creating Manual Billing Report by Devices This procedure describes how to create a Manual Billing Report by Devices in ACCESS Energy Manager. Procedure To create a Manual Billing Report by Devices: 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Billing Report Configuration wizard. Notes: Enter the Billing Report name in the Report Name field. Select a method for reports to run manually. Select a method for select devices individually. 6. Click the Next >button to go the next step, or click the < Previous button to back up one step. 197

202 7. Select a Start Date and Time for the Billing Report Cycle to start. Notes: If you want to use Calendar for your reference, You may click the Show Calendar button. 8. Select a Stop Date and Time for the Billing Report Cycle to end. Notes: If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 9. Click the Next >button to go the next step, or click the < Previous button to back up one step. 10. Select devices from Available Devices for inclusion in the report, then click the Add button to add to the Selected Devices. Notes: You might use Add All button to add all the devices from Available Devices to Selected Devices. You might use Remove button to remove the devices from Selected Devices to Available Devices. You mi ght use Remove All button to remove all the devices from Selected Devices to Available Devices. 198

203 11. Click the Next >button to go the next step, or click the < Previous button to back up one step. 12. Specify the Time of Use category, Day, Start Time, Stop Time Notes: See the Legend and Tips for you reference. 13. Click the Update TOU Schedule button for changes to be shown on the diagram. Notes: Click the Set to Defaults button to clear all the values. 14. Click the Next >button to go the next step, or click the < Previous button to back up one step. 199

204 15. Check Holidays according to your company's holidays for the year. Notes: By default we have checked all the common holidays in the United States If Your company holiday is not listed under United States and Canada. You can customize the holiday name and respective date using User Defined Dates. 1. Specify name in the Date name field. 2. Specify the date in the Date field 3. Click Add button to add the User Defined Holidays. If you added wrong holiday information mistakenly, you may want to delete it by selecting the name from the list box and click the Delete button 16. Click the Next >button to go the next step, or click the < Previous button to back up one step. 200

205 17. Type the tariffs in dollars for the report calculation. Notes: The following settings are optional. You may add Monthly Fixed Cost per device and a description for the fixed costs. You may add Tax Rate to add taxes to the utility bill. 18. Click the Save button. Result : Billing Report Configuration window is displayed with the message saying "Saving Billing Report Configuration...". then it goes to Billing Reports window with the added report in the Main Screen area. Notes: To run the Billing Report, click here 201

206 Creating Manual Billing Report by Group This procedure describes how to create a Manual Billing Report by Group in ACCESS Energy Manager. Procedure To create a Manual Billing Report by Group: 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Billing Report Configuration wizard. Notes: Enter the Billing Report name in the Report Name field. Select a method for reports to run manually. Select a method for selecting devices by group. 6. Click the Next >button to go the next step, or click the < Previous button to back up one step. 202

207 7. Select a Start Date and Time for the Billing Report Cycle to start. Notes: If you want to use Calendar for your reference, You may click the Show Calendar button. 8. Select a Stop Date and Time for the Billing Report Cycle to end. Notes: If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 9. Click the Next >button to go the next step, or click the < Previous button to back up one step. 10. Select the Group name to create the scheduled report by group. For example you may select Manufacturing plant or Assembling plant. (see the picture for your reference). Notes: If you don't have any group and devices you may create a new group and add devices to group 11. Click the Next >button to go the next step, or click the < Previous button to back up one step. 203

208 12. Specify the Time of Use category, Day, Start Time, Stop Time Notes: See the Legend and Tips for you reference. 13. Click the Update TOU Schedule button for changes to be shown on the diagram. Notes: Click the Set to Defaults button to clear all the values. 14. Click the Next > button to go the next step, or click the < Previous button to back up one step. 204

209 15. Check Holidays according to your company's holidays for the year. Notes: By default we have checked all the common holidays in the United States If Your company holiday is not listed under United States and Canada. You can customize the holiday name and respective date using User Defined Dates. 1. Specify name in the Date name field. 2. Specify the date in the Date field 3. Click Add button to add the User Defined Holidays. If you added wrong holiday information mistakenly, you may want to delete it by selecting the name from the list box and click the Delete button 16. Click the Next >button to go the next step, or click the < Previous button to back up one step. 17. Type the tariffs in dollars for the report calculation. Notes: The following settings are optional. You may add Monthly Fixed Cost per device and a description for the fixed costs. You may add Tax Rate to add taxes to the utility bill. 18. Click the Save button. Result : Billing Report Configuration window is displayed with the message saying "Saving Billing Report Configuration...". then it goes to Billing Reports window with the added report in the Main Screen area. Notes: To run the Billing Report, click here 205

210 Create Scheduled Report Creating Scheduled Billing Report by Devices This procedure describes how to create a Scheduled Billing Report by Devices in ACCESS Energy Manager. Procedure To create a Scheduled Billing Report by Devices: 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Billing Report Configuration wizard. Notes: Enter the Billing Report name in the Report Name field. Select a method for reports to be scheduled to run automatically. Select a method for select devices individually. 6. Click the Next >button to go the next step, or click the < Previous button to back up one step. 206

211 7. From the Start Time drop-down list, select a Start Time for the Billing Report Cycle to start. 8. From the Run Frequency drop-down list, select a Run Frequency for the Billing Report Cycle to run the report. 9. From the Select a report duration drop-down list, select a report duration for the period of time to use for the data in the report. 10. From the Optional notification drop-down list, select a contact person to notify through after completing the scheduled report. Notes: notification is optional. You have to check the checkbox to enable the Contact list. 11. Click the Next >button to go the next step, or click the < Previous button to back up one step. 10. Select devices from Available Devices for inclusion in the report, then click the Add button to add to the Selected Devices. Notes: You might use Add All button to add all the devices from Available Devices to 207

212 Selected Devices. You might use Remove button to remove the devices from Selected Devices to Available Devices. You might use Remove All button to remove all the devices from Selected De vices to Available Devices. 11. Click the Next >button to go the next step, or click the < Previous button to back up one step. 12. Specify the Time of Use category, Day, Start Time, Stop Time Notes: See the Legend and Tips for you reference. 13. Click the Update TOU Schedule button for changes to be shown on the diagram. Notes: Click the Set to Defaults button to clear all the values. 14. Click the Next >button to go the next step, or click the < Previous button to back up one step. 208

213 15. Check Holidays according to your company's holidays for the year. Notes: By default we have checked all the common holidays in the United States If Your company holiday is not listed under United States and Canada. You can customize the holiday name and respective date using User Defined Dates. 1. Specify name in the Date name field. 2. Specify the date in the Date field 3. Click Add button to add the User Defined Holidays. If you added wrong holiday information mistakenly, you may want to delete it by selecting the name from the list box and click the Delete button 16. Click the Next >button to go the next step, or click the < Previous button to back up one step. 209

214 17. Type the tariffs in dollars for the report calculation. Notes: The following settings are optional. You may add Monthly Fixed Cost per device and a description for the fixed costs. You may add Tax Rate to assess tax on the bill. 18. Click the Save button. Result: Billing Report Configuration window is displayed with the message saying "Saving Billing Report Configuration...". Scheduled Reports may also been seen in the Scheduled Jobs List 210

215 Creating Scheduled Billing Report by Group This procedure describes how to create a Scheduled Billing Report by Group in ACCESS Energy Manager. Procedure To create a Scheduled Billing Report by Group: 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Billing Report Configuration wizard. Notes: Enter the Billing Report name in the Report Name field. Select a method for reports to scheduled to run automatically. Select a method for selecting devices by group that has one or more devices. 6. Click the Next >button to go the next step, or click the < Previous button to back up one step. 211

216 7. From the Start Time drop-down list, select a Start Time for the Billing Report Cycle to start. 8. From the Run Frequency drop-down list, select a Run Frequency for the Billing Report Cycle to run the report. 9. From the Select a report duration drop-down list, select report duration for the period of time to use for the data in the report. 10. From the Optional notification drop-down list, select a contact person to notify through after completing the scheduled report. Notes: notification is optional. You have to check the checkbox to enable the Contact list. 11. Click the Next >button to go the next step, or click the < Previous button to back up one step. 12. Select the Group name to create the scheduled report by group. For example you may select Manufacturing plant or assembling plant. (See the picture for your reference). Notes: If you don't have any group and devices you may create a new group and add devices to group 13. Click the Next >button to go the next step, or click the < Previous button to back up one step. 212

217 14. Specify the Time of Use category, Day, Start Time, Stop Time Notes: See the Legend and Tips for you reference. 15. Click the Update TOU Schedule button for changes to be shown on the diagram. Notes: Click the Set to Defaults button to clear all the values. 16. Click the Next >button to go the next step, or click the < Previous button to back up one step. 213

218 17. Check Holidays according to your company's holidays for the year. Notes: By default we have checked all the common holidays in the United States If your company holiday is not listed under United States and Canada. You can customize the holiday name and respective date using User Defined Dates. 1. Specify name in the Date name field. 2. Specify the date in the Date field 3. Click Add button to add the User Defined Holidays. If you added wrong holiday information mistakenly, you may want to delete it by selecting the name from the list box and click the Delete button 18. Click the Next >button to go the next step, or click the < Previous button to back up one step. 214

219 19. Type the tariffs in dollars for the report calculation. Notes: The following settings are optional. You may add Monthly Fixed Cost per device and a description for the fixed costs. You may add Tax Rate to asses taxes on the bill. 20. Click the Save button. Result: Billing Report Configuration window is displayed with the message saying "Saving Billing Report Configuration...". Scheduled Reports may also been seen in the Scheduled Jobs List 215

220 Modifying Billing Report This procedure describes how to Modify a Billing Report in ACCESS Energy Manager. Procedure To modify a Billing Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. 5. Click the Modify link to the respective Billing Report that you want to edit. This will launch the Billing Report Configuration wizard with all the existing data in it. 6. From this point on, the wizard is exactly like creating a new report, except that the data and options already selected for this report will show up in the screens presented. Thus, you only need to modify those items you need to change. See the following table for your reference. If... You want to modify Manual report by Devices You want to modify Manual report by Group You want to modify Scheduled report by Devices You want to modify Scheduled report by Group Then... See Creating Manual Billing Report by Devices See Creating Manual Billing Report by Group See Creating Scheduled Billing Report by Devices See Creating Scheduled Billing Report by Group 216

221 Removing Billing Report This procedure describes how to Remove a existing Billing Report in ACCESS Energy Manager. Procedure To Remove a Billing Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. 5. Click the Remove link to the respective Billing Report that you want to remove. Result: This will launch a message window saying that "Are you sure you want to remove this report?". If you click 'Yes', then it will remove permanently, else if you click 'No', then it cancels the remove operation. 217

222 Run Billing Report This procedure describes how to Run a Billing Report in ACCESS Energy Manager. P rocedure To Run a Billing Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Billing Report Result: Billing Reports window will be displayed in the Main Screen area. 5. Click the Change Dates and Run or Run As Is link to the respective Billing Report that you want to run. Result: Run report window is displayed. Notes: You can change the Date and Time, before you click the Run Report had you selected the first option. Select a new Start Date and Time for the Billing Report Cycle to start. If you want to use Calendar for your reference, you may click the Show Calendar button. Select a new Stop Date and Time for the Billing Report Cycle to end. If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 6. Click the Run Report button 218

223 Result: The Billing Report is now being processed. You may click Wait for results button to view a list of completed reports. You may click Report Main Page button to configure or run another report. You may click Close button to leave reports. What to do next View Billing Reports 219

224 Load Analysis Report Create Manual Report By Devices By Group Create Scheduled Report By Devices By Group Modifying Load Analysis Report Removing Load Analysis Report Run Load Analysis Report 220

225 Create Manual Report Creating Manual Load Analysis Report by Devices This procedure describes how to create a manual Load Analysis Report by Devices in ACCESS Energy Manager. Procedure To create a manual Load Analysis Report by Devices. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Load Analysis Report Configuration wizard. Notes: Enter the Load Analysis Report name in the Report Name field. 221

226 Select a method for reports to run manually. Select a method for select devices individually. 6. Click the Next > button to go the next step, or click the < Previous button to back up one step. 7. Select a Start Date and Time for the Load Analysis Report Cycle to start. Notes: If you want to use Calendar for your reference, You may click the Show Calendar button. 8. Select a Stop Date and Time for the Load Analysis Report Cycle to end. Notes: If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 9. Click the Next > button to go the next step, or click the < Previous button to back up one step. 10. Select devices from Available Devices for inclusion in the Report Generation, and then click the Add button to add in the Selected Devices. 222

227 Notes: You might use Add All button to add all the devices from Available Devices to Selected Devices. You might use Remove button to remove the devices from Selected Devices to Available Devices. You might use Remove All button to remove all the devices from Selected Devices to Available Devices. 11. Click the Save button to save, or click the < Previous button to back up one step. 12. Click the Save button. Result : Load Analysis Report Configuration window is displayed with the message saying "Saving Load Analysis Report Configuration...". Then it goes to the Load Analysis Reports window with the added report in the Main Screen area. Notes: To run the Load Analysis Report, click here 223

228 Creating Manual Load Analysis Report by Group This procedure describes how to create a manual Load Analysis Report by Group in ACCESS Energy Manager. Procedure To create a manual Load Analysis Report by Group. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Load Analysis Report Configuration wizard. Notes: Enter the Load Analysis Report name in the Report Name field. Select a method for reports to run manually. Select a method for selecting devices by group. 6. Click the Next > button to go the next step, or click the < Previous button to back up one step. 224

229 7. Select a Start Date and Time for the Load Analysis Report Cycle to start. Notes: If you want to use Calendar for your reference, You may click the Show Calendar button. 8. Select a Stop Date and Time for the Load Analysis Report Cycle to end. Notes: If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 9. Click the Next > button to go the next step, or click the < Previous button to back up one step. 10. Sel ect the Group name to create the scheduled report by group. For example you may select Manufacturing plant or Assembling plant. (see the picture for your reference). Notes: If you don't have any group and devices you may create a new group and add devices to group 11. Click the Save button to save the Load Analysis Report, or click the < Previous button to back up one step. 12. Click the Save button. Result: Load Analysis Report Configuration window is displayed with the message saying "Saving Load Analysis Report Configuration

230 Then it goes to the Load Analysis Reports window with the added report in the Main Screen area. Notes: To run the Load Analysis Report, click here 226

231 Create Scheduled Report Creating Scheduled Load Analysis Report by Devices This procedure describes how to create a scheduled Load Analysis Report by Devices in ACCESS Energy Manager. Procedure To create a scheduled Load Analysis Report by Devices. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Load Analysis Report Configuration wizard. Notes: Enter the Load Analysis Report name in the Report Name field. Select a method for reports to be scheduled to run automatically. Select a method for select devices individually. 6. Click the Next > button to go the next step, or click the < Previous button to back up one step. 227

232 7. From the Start Time drop-down list, select a Start Time for the Load Analysis Report Cycle to start. 8. From the Run Frequency drop-down list, select a Run Frequency for the Load Analysis Report Cycle to run the report. 9. From the Select a report duration drop-down list, select a report duration for the Load Analysis Report data used in the report. 10. From the Optional notification drop-down list, select a contact person to notify through after completing the scheduled report. Notes: notification is optional. You have to check the checkbox to enable the Contact list. 11. Click the Next >button t o go the next step, or click the < Previous button to back up one step. 12. Select devices from Available Devices for inclusion in the Report Generation, and then click the Add button to add in the Selected Devices. Notes: You might use Add All button to add all the devices from Available Devices to Selected Devices. 228

233 You might use Remove button to remove the devices from Selected Devices to Available Devices. You might use Remove All button to remove all the devices from Selected Devices to Available Devices. 13. Click the Save button to save, or click the < Previous button to back up one step. 14. Click the Save button. Result : Load Analysis Report Configuration window is displayed with the message saying "Saving Load Analysis Report Configuration...". Scheduled Reports may also been seen in the Scheduled Jobs List 229

234 Creating Scheduled Load Analysis Report by Group This procedure describes how to create a manual Load Analysis Report by Devices in ACCESS Energy Manager. Procedure To create a manual Load Analysis Report by Devices. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the Load Analysis Report Configuration wizard. Notes: Enter the Load Analysis Report name in the Report Name field. Select a method for reports to be scheduled to run automatically. Select a method for selecting devices by group that has one or more devices. 6. Click the Next > button to go the next step, or click the < Previous button to back up one step. 230

235 7. From the Start Time drop-down list, select a Start Time for the Load Analysis Report Cycle to start. 8. From the Run Frequency drop-down list, select a Run Frequency for the Load Analysis Report Cycle to run the report. 9. From the Select a report duration drop-down list, select report duration for the Load Analysis Report data used in the report. 10. From the Optional notification drop-down list, select a contact person to notify through after completing the scheduled report. Notes: notification is optional. You have to check the checkbox to enable the Contact list. 11. Click the Next >button to go the next step, or click the < Previous button to back up one step. 10. Select the Group name to create the scheduled report by group. For example you may select Manufacturing plant or assembling plant. (See the picture for your reference). Notes: If you don't have any group and devices you may create a new group and add devices to group 11. Click the Save button to save the Load Analysis Report, or click the < Previous button to back up one step. 12. Click the Save button. Result: Load Analysis Report Configuration window is displayed with the 231

236 message saying "Saving Load Analysis Report Configuration...". Scheduled Reports may also been seen in the Scheduled Jobs List 232

237 Modifying Load Analysis Report This procedure describes how to Modify a Load Analysis Report in ACCESS Energy Manager. Procedure To modify a Load Analysis Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. 5. From this point on, the wizard is exactly like creating a new report, except that the data and options already selected for this report will show up in the screens presented. Thus, you only need to modify those items you need to change. See the following table for your reference. If... Then... You want to modify Manual See Creating Manual Load Analysis Report report by Devices by Devices You want to modify Manual See Creating Manual Load Analysis Report report by Group by Group You want to modify See Creating Scheduled Load Analysis Scheduled report by Devices Report by Devices You want to modify See Creating Scheduled Load Analysis Scheduled report by Group Report by Group 233

238 Removing Load Analysis Report This procedure describes how to Remove an existing Load Analysis Report in ACCESS Energy Manager. Procedure To Remove a Load Analysis Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. 5. Click the Remove link to the respective Load Analysis Report that you want to remove. Result: This will launch a message window saying that "Are you sure you want to remove this report?". If you click 'Yes', then it will remove permanently; if you click 'No', then it will cancel the remove operation. 234

239 Run Load Analysis Report This procedure describes how to Run a Load Analysis Report in ACCESS Energy Manager. Procedure To Run a Load Analysis Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create Load Analysis Result: Load Analysis Reports window will be displayed in the Main Screen area. 5. Click the Change Dates and Run or Run As Is link to the respective Load Analysis Report that you want to run. Result: Run report window is displayed. Notes: You can change the Date and Times had you select the first option, before you click the Run Report. Select a new Start Date and Time for the Load Analysis Report Cycle to start. If you want to use Calendar for your reference, You may click the Show Calendar button. Select a new Stop Date and Time for the Load Analysis Report Cycle to end. If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 6. Click the Run Report button 235

240 Result: The Load Analysis Report is now being processed. You may click Wait for results button to view a list of completed reports. You may click Report Main Page button to configure or run another report. You may click Close button to leave reports. What to do next View Load Analysis Report 236

241 Create Manual Report This procedure describes how to create a manual AdHoc Report by Group in ACCESS Energy Manager. Procedure To create a manual AdHoc Report by Group. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create AdHoc Analysis Result: AdHoc Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the AdHoc Report Configuration wizard. Notes: Enter the AdHoc Report name in the Report Name field. Select a method for reports to run manually. 6. Click the Next > button to go the next step, or click the < Previous button to back up one step. 237

242 7. Select a Start Date and Time for the AdHoc Report Cycle to start. Notes: If you want to use Calendar for your reference, You may click the Show Calendar button. 8. Select a Stop Date and Time for the AdHoc Report Cycle to end. Notes: If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 9. Click the Next > button to go the next step, or click the < Previous button to back up one step. 10. By using Add> or Add All >> or <Remove or <<Remove All buttons, select the registers of your choice across all devices in your system to be part of this report 11. Click the Save button to save the AdHoc Report, or click the < Previous button to back up one step. 12. Click the Save button. Result : AdHoc Report Configuration window is displayed with the message saying "Saving AdHoc Report Configuration...". 238

243 Then it goes to the AdHoc Reports window with the added report in the Main Screen area. Notes: To run the AdHoc Report, click here 239

244 Create Scheduled Report This procedure describes how to create a scheduled AdHoc Report by Group in ACCESS Energy Manager. Procedure To create a scheduled AdHoc Report by Group. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create AdHoc Analysis Result: AdHoc Reports window will be displayed in the Main Screen area. Notes: If there is no report created, you will get the message saying that 'No reports found, Please use the Add Report button to add your first report'. 5. Click the Add Report button. This will launch the AdHoc Report Configuration wizard. Notes: Enter the AdHoc Report name in the Report Name field. Select a method for reports to run automatically. 6. Click the Next > button to go the next step, or click the < Previous button to back up one step. 240

245 7. From the Start Time drop-down list, select a Start Time for the AdHoc Report Cycle to start. 8. From the Run Frequency drop-down list, select a Run Frequency for the AdHoc Report Cycle to run the report. 9. From the Select a report duration drop-down list, select report duration for the AdHoc Report data used in the report. 10. From the Optional notification drop-down list, select a contact person to notify through after completing the scheduled report. Notes: notification is optional. You have to check the checkbox to enable the Contact list. 11. Click the Next > button to go the next step, or click the < Previous button to back up one step. 12. By using Add> or Add All >> or <Remove or <<Remove All buttons, select the registers of your choice across all devices in your system to be part of this report 241

246 13. Click the Save button to save the AdHoc Report, or click the < Previous button to back up one step. 14. Click the Save button. Result : AdHoc Report Configuration window is displayed with the message saying "Saving AdHoc Report Configuration...". Then it goes to the AdHoc Reports window with the added report in the Main Screen area. Notes: To run the AdHoc Report, click here 242

247 Modifying AdHoc Report This procedure describes how to Modify a AdHoc Report in ACCESS Energy Manager. Procedure To modify a AdHoc Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create AdHoc Report Result: AdHoc Reports window will be displayed in the Main Screen area. 5. From this point on, the wizard is exactly like creating a new report, except that the data and options already selected for this report will show up in the screens presented. Thus, you only need to modify those items you need to change. See the following table for your reference. If... You want to modify Manual report by Devices You want to modify Scheduled report by Devices Then... See Creating Manual AdHoc Report See Creating Scheduled AdHoc Report 243

248 Removing AdHoc Report This procedure describes how to Remove an existing AdHoc Report in ACCESS Energy Manager. Procedure To Remove a AdHoc Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create AdHoc Report Result: AdHoc Reports window will be displayed in the Main Screen area. 5. Click the Remove link to the respective AdHoc Report that you want to remove. Result: This will launch a message window saying that "Are you sure you want to remove this report?". If you click 'Yes', then it will remove permanently; if you click 'No', then it will cancel the remove operation. 244

249 Run AdHoc Report This procedure describes how to Run a AdHoc Report in ACCESS Energy Manager. Procedure To Run a AdHoc Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the Create AdHoc Reports Result: AdHoc Reports window will be displayed in the Main Screen area. 5. Click the Change Dates and Run or Run As Is link to the respective AdHoc Report that you want to run. Result: Run report window is displayed. Notes: You can change the Date and Times had you select the first option, before you click the Run Report. Select a new Start Date and Time for the AdHoc Report Cycle to start. If you want to use Calendar for your reference, you may click the Show Calendar button. Select a new Stop Date and Time for the AdHoc Report Cycle to end. If you want to reset the Start and Stop Time, you may click the Clear Times button. This will reset the times. 6. Click the Run Report button 245

250 Result: The AdHoc Report is now being processed. You may click Wait for results button to view a list of completed reports. You may click Report Main Page button to configure or run another report. You may click Close button to leave reports. What to do next View AdHoc Report 246

251 View Existing Reports Viewing Billing Reports This procedure describes how to view a Billing Report in ACCESS Energy Manager. Procedure To create a Billing Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the View Billing Report Result: View Billing Reports window will be displayed in the Main Screen area. 5. Click the View link to the respective Billing Report that you want to see. This will show the Billing Report that was generated at the Run Date time. It does NOT run the report again -- it merely displays the results from a previous run. Here is the Billing report that was generated. 247

252 6. If you wish to remove a finished report from the view list, click the Remove link to the respective Billing Report that you want to delete Result: This will launch a message window saying that "Are you sure, you want to remove this report from the View Billing Report?". If you click 'Yes', then it will remove from the View Billing Report, else if you click 'No', then it cancel the remove operation. 248

253 Viewing Load Analysis Report This procedure describes how to view a Load Analysis Report in ACCESS Energy Manager. Procedure To create a Billing Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the View Load Analysis Result: View Load Analysis Reports window will be displayed in the Main Screen area. 5. Click the View link to the respective Load Analysis Report that you want to see. This will show the Load Analysis Report that was generated at the Run Date time. It does NOT run the report again -- it merely displays the results from a previous run. Here is the Load Analysis Report that was generated. 249

254 6. If you wish to remove a finished report from the view list, click the Remove link to the respective Load Analysis Report that you want to delete. Result: This will launch a message window saying that "Are you sure you want to remove this report from View Load Analysis Report?". If you click 'Yes', then it will remove from the View Load Analysis Report. If you click 'No', then it cancel the remove operation. 250

255 View AdHoc Report This procedure describes how to view a AdHoc Report in ACCESS Energy Manager. Procedure To create a Billing Report. 1. Login to AEM. 2. Click the Display Tab from the Left Menu Tabs. 3. Click the Reports button. 4. Click the View AdHoc Reports Result: View AdHoc Reports window will be displayed in the Main Screen area. 5. Click the View link to the respective AdHoc Report that you want to see. This will show the AdHoc Report that was generated at the Run Date time. It does NOT run the report again -- it merely displays the results from a previous run. Here is the AdHoc Report that was generated. 251

256 6. If you wish to remove a finished report from the view list, click the Remove link to the respective AdHoc Report that you want to delete. Result: This will launch a message window saying that "Are you sure you want to remove this report from View AdHoc Report?". If you click 'Yes', then it will remove from the View AdHoc Report. If you click 'No', then it cancels the remove operation. 252