Desigo Insight Operating the management station, V5 User s guide, Volume 2

Transcription

1 s Desigo Insight Operating the management station, V5 User s guide, Volume 2 CM110588en02_ Building Technologies

2 Siemens Switzerland Ltd Infrastructure & Cities Sector Building Technologies Division Gubelstrasse Zug Switzerland Tel Siemens Switzerland Ltd Subject to change ii Building Technologies

3 Table of contents, Volume 2 8 Trend Online/offline trend: Definitions Trend Viewer Trend Viewer System Browser Trend Views Trend view elements Access and format trend views Format trend view properties Operate Trend Viewer Start Trend Viewer Create online trend views Create offline trend views Modify trend views Saving Trend data Open and save trend view configurations View archived trend data Copy data and graphics via the clipboard Using Trend Log Multiple objects Print trend views Time scheduler Introduction to time scheduling Operate the time scheduler Local exceptions Site exceptions Device exceptions Print from the Time Scheduler Logging with Log Viewer Introduction to logging Operate the Log Viewer Start and exit Log Viewer Add comments to log entries Enter user log entries manually Print from Log Viewer View archived log data Report Viewer Report definitions Report types Alarm report Log report Point report Data acquisition License / execution rights / data access Workflow Run program and data flow User interface Building Technologies Table of contents, Volume iii

4 Menu / taskbar Browser Report definition Report table Report definition editor Batch definition Create report Create report definition Create new report definition Adapt or edit report definition Import report definitions Export report definition "Send To" from other applications Create Report batch definition Create report batch definition Test report batch definition Reaction Processor Program flow Workflow User interface Menu / toolbar Reaction table Status bar Reaction editor General tab Condition tab Action tab Reaction Job Viewer Create reaction entry Create new reaction entry Define condition Define action Test action (run manually) Define time range Calendar Defined phased time range Fundamentals on condition, trigger and filter Trigger Filter Fundamentals on write value / release value Edit setpoint or setting Change operating mode Change priority array value Scopes Concept Scopes in Insight programs Plan scopes Define scopes Scope rules syntax Create scope iv Building Technologies Table of contents, Volume

5 13.5 Configure user scope Eco Viewer Eco Viewer operation Work with Eco Viewer Analyz Eco state Enable and disable objects Create/edit Eco propagation formula Edit KPS and KPI Print and export Eco display in plant viewer Backup project Schedule automatic processes FAQ Alarm handling Scheduler Report Viewer Reaction Processor Appendix Building Technologies Table of contents, Volume v

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7 Data flow 8 Trend About this section This section contains all the information required to operate the Trend Viewer. What is trend? Plant data recording is referred to as Trend in Desigo Insight and takes place in the Trend Viewer application. 8.1 Online/offline trend: Definitions What is online trend? Online trend is a means of plotting and recording any changes in the value or state of selected data points, live over a period of time. The data points can be sampled either when the data point value changes, or at regular predefined time intervals. The process can be used for real-time visualization of one or more process variables, usually for the purposes of analysis or diagnosis. What is offline trend? There are two types of offline trend data in Desigo Insight: Trend log objects that contain historical data uploaded from the automation system. Online trend data that has been saved to the offline trend database Trend Viewer (Client) Trend Log object in automation system Offline trend data is used for the longer-term storage and retrieval of historical data for the analysis of entire plants or single processes. This data can therefore be archived. Trend log objects We differentiate between two types of Trend log objects that must be engineered in the automation station: The Trend log object can record only one data point value. The Trend log multiple objects, however, can record up to six different data point values. It is irrelevant if a data point is recorded with six different properties or six data points with one property each. Advantages of the Trend log Multiple object: Data references can be added, changed, or deleted during runtime. All recorded data have the same time stamp. All data series are added at the same time to the Trend view. What is archived trend data? In Desigo Insight, archived trend data refers to data point series that have been removed from the offline trend database and saved to an archive trend database, either automatically, based on engineered set-up criteria, or instigated manually by the user. Building Technologies Trend

8 Summary of offline trend data Type of data Trend log object data uploaded from the automation system Online trend data that has been saved to the offline trend database Archived trend data Description Offline trend data can be gathered and stored by trend log objects within the automation system even when the Desigo Insight management station is not connected. The collected data can then be uploaded into the offline trend database. The offline trend data can then be viewed in Trend Viewer. Data gathered by online trending and saved to the offline database (e.g. via Save continuously) can be retrieved and viewed in Trend Viewer. Any data that has been saved to the offline database can be archived either manually or automatically. This data can subsequently be viewed in Trend Viewer. 8.2 Trend Viewer Overview Desigo Insight Trend Viewer allows the operator to create online trends and select and view offline and archived data. What is trend view? Trend Viewer is the application which provides a means of creating online trends and selecting and viewing offline and archived data. A trend view consists of a workspace containing a chart and the associated properties, such as gridlines and scaling, plus data point references and values. Trend views can be saved, recalled and modified, saved under a new name, and deleted independently of the trend data itself. Trend views can be used on the management station in either online or offline mode, to view and manage data. When online and connected to a site or group of sites, trend data can be logged in real time and saved to the offline database, and trend log object data can be uploaded. When offline, and not connected to any site, the saved data can be viewed, manipulated and archived. Workspaces in the Trend Viewer Trend Viewer consists of two main working elements, the Extended System Browser, which is used to browse and select the data points, and the trend view, which is used to view and manipulate the data points in a chart. 8-2 Building Technologies Trend

9 Application title bar Menu bar Toolbar Sample selector System Browser Trend View Legend Status bar The following table details the main elements of Trend Viewer: Name Application title bar Menu bar Toolbar Sample selector System Browser Trend View Description The name of your currently selected trend view is displayed in the title bar. On the right side of the title bar are the standard window controls for maximizing, minimizing, and closing the Desigo Insight application. The menu bar contains menus for controlling Desigo Insight Trend Viewer. To perform a command, click the menu name, then click the command name from the drop-down menu. The toolbar contains buttons that perform some of the most common commands, such as opening, copying and printing. It also contains commands specific to Trend Viewer, such as the Zoom, 3D and Time Bar buttons. To select a tool, move the cursor over the button in the Toolbar and click the left mouse button. To find out what a tool does, point to the button and wait until a "tool tip" is displayed. An extended description appears on the status bar at the same time. This pull-down selector enables the user to set up an online trend based on changeof-value or sampling at regular predefined intervals (with sampling rates between 1 minute and 2 hours) The Extended System Browser is so named because unlike System Browser in other Desigo Insight programs, it has three different views, selected by the tabs at the bottom of the browser pane. System database (online) Trend database (offline) Archive database For details refer to the Trend Viewer System Browser section below. The online System Browser is the same as in other Desigo Insight programs and displays all known sites with the associated devices and objects represented by icons in a hierarchical tree structure. The TREND DB and Archive tabs only display data points which have been saved in the trend database. The data is displayed in the same format as for the online system database. The trend view is the area in which online, offline and archived trend data is displayed and manipulated in chart form. These trend views are saved independently of the trend data itself. Legend The legend contains information about the data points in the trend view. The information is: Value: The current value unless the time bar is in use. In this case the value is displayed at the intersection. Axis (shows which Y axis the point is scaled to) Building Technologies Trend

10 Status bar Unit (the engineering unit) Time and date of the newest sample (unless the Time Bar is in use, in which case the date/time at the intersection with the Time Bar is displayed) Status (the status of the data point, i.e. whether it is in a normal ( Good ) or abnormal ( Bad ) state) Description (additional text descriptor for the data point) Series source (Indicates whether the data displayed is from an online trend, offline archive trend, or snapshot) The information in the status bar at the bottom of Trend Viewer provides the following information: Displays the connection status of the currently selected trend view, i.e. online, offline or archived (shows the information graphically) Indicates if online trend is being continuously saved (shows the information graphically) Indicates if the current trend view has been zoomed (shows the information graphically) Describes the functions of the toolbar buttons when you point with the cursor to each specific icon. Displays the name of the currently opened archive. 8-4 Building Technologies Trend

11 Toolbar Designation New Trend View Open Save Save As User Default Print Print Preview Copy Show /Hide System Browser Find Refresh Browser Always on Top Toggle Time Bar Toggle Zoom Toggle 3D Trend View Properties Reduce Time Range Toggle Pause Save Continuously Save Snapshot As Function Creates a new trend view. Opens an existing trend view. Saves the active trend view. Saves the display settings for the active trend view as the standard for new trend view. Prints the active trend view. Displays full pages. Copies all trend data (text format) and the trend view (bitmap) to the clipboard. Hides the System Browser. Shows the System Browser. Finds objects matching the specified attributes. Refreshes the System Browser. Shows the Trend Viewer application window on top. Hides/displays the time bar in the active trend view. Hides/displays zoom in the active trend view. Only possible when paused in the online trend view. Hides/displays the 3D view in the active trend view. Opens a dialog box to set the display for the active trend view. Reduces the time range for the trend view to the time range of the time range chart. Toggle Pause. The continuous display of trend data in the active online trend view is toggled. Trend data continues to be recorded in the background and displayed at startup. Continuously saves online trend data for the active trend view in the offline trend database. Saves the active trend view (trend data and graph) in a new file (*.tvw). Listbox to select time recorded online trend data. Status bar Menu bar The status bar shows which databases are loaded and what processes are active. Display Description Loads online trend data in the Trend view. Loads offline trend data in the Trend view. Records online trend data. Displays the loaded archives. This information is printed together with the Trend view. Building Technologies Trend

12 File New Open Close Save Save As Save As User Default Open Archive Archive Database Properties Print Print Preview Page Setup Creates a new trend view. Opens an existing trend view. Closes the active trend view. Saves the active trend view. Saves the active trend view under a new name. Saves the display settings for the active trend view as the standard for new trend view. Opens archived trend data. Displays the properties for the current database. Prints the active trend view. Displays full pages. Opens a dialog box for print settings. 1 C:\... Opens this trend view. Exit Closes the Insight program Trend Viewer. Edit Copy Copies all trend data (text format) and the trend view (bitmap) to the clipboard. Series Find Remove Hide Cut Copy Insert Properties Removes the selected series from the trend view. Hides the selected series in the trend view off/on. Removes the selected series from the trend view and copies trend data to the clipboard. Copies selected series (trend data) to the clipboard. Inserts the series (trend data) from the clipboard in the current trend view. Opens a dialog box to set the display for the selected series. Finds objects matching the specified attributes. View System Browser Toolbar Status bar Displays / hides the System Browser pane. Shows or hides the toolbar. Shows or hides the status bar. 8-6 Building Technologies Trend

13 Technical View User View. System View Citect Trend Log View Always on Top Refresh Time bar Legend Data texts Zoom 3D Shows objects in the technical designations structure (TD). Shows (data) objects in the user signations structure. Shows objects in the system designations structure. Shows (data) objects in the Citect Trendlog structure. Shows the Trend Viewer application window on top. Refreshes the System Browser. Hides/displays the time bar in the active trend view. Hides/displays legend in the active trend view. Hides/displays data texts in the active trend view. Hides/displays zoom in the active trend view. Only possible when paused in the online trend view. Hides/displays the 3D view in the active trend view. Format Trend View Properties Return to Default Show Color Palette Reduce Time Range Max Time Range Opens a dialog box to set the display for the active trend view. Changes the display for the active trend view according to the defined user default. Shows or hides the color bar. Color background or curve with drag and drop. Reduces the time range for the trend view to the time range of the time range chart. Shows the entire time range for all series in the trend view. Data Snapshot Save Continuously Saves the active trend view (trend data and graph) in a new file (*.tvw). Continuously saves online trend data for the active trend view in the offline trend database. Tools Pause Link the X-axis Trend upload of current view Trend Data Upload. Toggle Pause. The continuous display of trend data in the active online trend view is toggled. Trend data continues to be recorded in the background and displayed at startup. Orients the time scale (x axis) for all opened trend view corresponding the active trend view. Logs the even present trend values and displays them. Opens dialog field to upload and display trend log Building Technologies Trend

14 User Default object. Opens a dialog box to set user default display. Window Cascade Cascades the open windows. Tile Horizontally Arranges the open windows horizontally. Arrange Icons Arrange icons to the lower window frame Activates this window (window) Trend Viewer System Browser Overview The System Browser is implemented as a split window within Trend Viewer, and is located to the left of the trend view pane. It provides three different hierarchical views, selected by the tabs at the bottom of the browser pane. Browser view Database source Description System System database Used only to display the data points available for online trending. The data is displayed in a Technical, User or System View, depending on the selection under the View menu. See Selecting the required view in Trend Viewer below. Trend DB Trend database Contains the archived data series from both saved online and trend log objects. The data points are displayed in exactly the same format as in the System View, i.e. dependent on the selection under the View menu. Archive Archived databases Contains the archived data series from both saved online and trend log objects. The data points are displayed in exactly the same format as in the System View, i.e. dependent on the selection under the View menu. All data point objects in the system are represented by icons in the System Browser views, and users can locate data points by following the hierarchical structure, from site to device to object. Reference For additional information on using the System Browser: Refer to section "General Operation" in this manual. 8.3 Trend Views Trend view elements Overview Trend Viewer is an application used to view online, offline and archived trend data as charts in windows. These windows are called trend views. Trend views can be saved, saved under a new name, and recalled. All the chart settings of a trend view such as the time range, data points, and chart format, can be saved under a user-defined name and later recalled, so that the trend data appears in the same format. Up to ten analog, digital or multistate data points can be displayed in one trend view. Trend Viewer can display several trend views simultaneously in separate windows. These can also be linked by the same time axis. Trend view elements 8-8 Building Technologies Trend

15 The trend view consists of a chart area on which data series are viewed and manipulated. All the main elements such as the axes, scaling, titles and colors can be configured, either by setting a default or by modifying the current trend view. Application title bar Chart Quality attributes Right Y axis Time bar Time range scroll bar Legend Data series Description of elements The following table details the elements of a trend view: Name Application title bar Chart Left Y axis, right Y axis and X axis Time-range scroll bar Time bar Description The name of your trend view is displayed in the title bar. On the right of the menu bar are the standard window controls for maximizing, minimizing, and closing your trend view. The chart is the area on which the data series is viewed. It can be configured to display 2D or 3D views, with up to 10 analog/digital or multistate data points. Each chart can display a left and right Y axis independent of each other. Data series can be selectively assigned and scaled to either axis, by default or manually. By default, the scaling is set to automatic. This means that the range is defined by the highest amplitude of all displayed data series, with analog data types attached to the left axis and digital data types to the right axis. When a single trend view contains several digital data types, these are shown one above the other with an offset. The X axis is always the time- related axis and the chart display is calculated according to the selected time range. The time-range scroll bar consists of a start and end time stamp together with a central field which displays the actual time span of the data series. It can be used to adjust the viewable time range, either by dragging the start and end times to the required period or by clicking start/end areas. The time bar consists of a vertical bar and a time/date field. The bar can be dragged anywhere on the time axis. The data legends at the bottom of the trend view then display the value or state valid at the point where the bar intersects with the data series. Building Technologies Trend

16 Quality attributes The trend view is able to display a number of state attributes, referred to as "quality attributes", along with the trend data. These enable to user to identify problems with the data point being trended, and assist with the diagnosis of plant conditions. The meaning of the various attributes is explained in the table below: Symbol State Description Into overridden Alarm Overridden Null value Return to normal Time change Trend disabled Trend enabled Buffer purged Trend object failure Buffer full Indicates that the data point is overridden. Indicates that the data point for the alarm is skipped. Indicates that the data point with "Out of Service" was overridden. The output is switched with priority value Null (see Switching Object Viewer outputs). Returns to normal from states. Indicates that the time in the PX device is changed. Indicates that the Trend Log Object is disabled. Text display for the last known value. Indicates that the trend log object is enabled. Indicates that the buffer in the trend log object. Indicates a failure in the Trend Log Object. Displays that Desigo PX has been set to state Log_interrupted in the trend buffer (e.g. in the event of a power outage). This may cause trend data from not being logged. Indicates that the new data overwrites the first data in the online trend buffer (capacity buffer: 5000 entries. Note Symbols displayed in trend cannot be printed with Print. If you nevertheless want to print the symbols, proceed as follows: Press the Print Screen key. Open the text editor with an empty page. Click <Ctrl> + <V> to insert the data in the document. Click File > Print Building Technologies Trend

17 8.3.2 Access and format trend views Setup trend view Tip There are two ways to format trend views: By formatting a user-default trend view. This is then be the basis for all new trend views By modifying the properties of a trend view when it is currently active, and then saving this as the new user default. The advantage of formatting a user-default trend view is that all new trend views initially have the same look and feel. Overview Desigo Insight has a defined Siemens Standard that can be customized. This user standard can be used for trend log or as the basis for trend views. Define trend views The tabs and procedures for modifying active trend views are the same as for formatting default trend views, but are accessed by any one of the following methods: 1. Click the Trend Viewer on the Desigo Insight taskbar. 2. Select Format > Trend view properties OR Click Trend View Properties on the toolbar OR Right-click an element in the current trend view to (context menu focused on that particular event) OR Double-click an element in the current trend view (property sheet focused on that particular event). The following chart properties are accessible via the following elements of a trend view chart: General. Series (data points). Time span. Y-axis (left/right). Top, left, right and bottom title areas. Fonts. Note Not all tabs are visible depending on the location of the query. Building Technologies Trend

18 8.3.3 Format trend view properties Define default To set up the default trend view chart property sheet: 1. In the Trend Viewer: Select Tools > User Defaults. 2. Define in the Properties tab. 3. Click Apply. 4. Click OK. All data is saved. 5. To save the data as the default, click File > Save as user default. Note The trend view is customized. Trend View Whenever you modify an element in the property sheet, the change is displayed in the trend view. This enables you to see how the default trend view appears. You can also use the trend view pane to change the colors used in your chart by dragging and dropping the required color to the: Title area Chart area Data series and markers To change the color using drag and drop in the trend view pane: 1. Select the color from the color palette at the top of the pane. (If the required color is not visible, you can scroll the palette horizontally to display more colors.) 2. Hold down the left mouse button and drag and drop the cursor (now in the shape of a Fill tool onto the required chart element. The Fill tool floods the chart or title areas with your selected color. General The General properties sheet allows you to set up the following general elements of the trend view chart: Data legend Data texts Markers Gridlines 3D view 8-12 Building Technologies Trend

19 Trend view window Display data texts Display marker Display data legend Display grids To display the data legend at the bottom of a trend view: Select the Show legend check box. To display data labels in a trend view: Select the Show data labels check box. Select Configure to define all information in the key (contents and order). To set up markers for a data series: To display values above the data series marker, first select the Show markers check box and then the Show values check box. To change the size of the markers, enter a number from 1 to 10 in the Size box or use the spin buttons. To display quality attribute symbols in a data series, select the Show quality icons check box. To set up gridlines in the trend view chart: To display gridlines on the trend view chart, click the arrow adjacent to the dropdown box and select the grid type to display (Both, Vertical, Horizontal or None). To display a zero axis in a trend view, select the Show zero axis check box. To set up three-dimensional trend views: To display a 3D trend view, select the 3D check box. To rotate the 3D view around the center of the X or Y axis, use the spin buttons in the X or Y Angle field to change the value (range degrees). Set up online trend: Select Go to % at the end (e.g. 50%) to specify the percentage points the trend curve is to go back to reach the right edge of the trend view. Building Technologies Trend

20 % 13:00 14:00 15:00 13:00 14:00 15:00 14:00 15:00 16:00 Series You can setup up to 10 data series independently in the Series tab. To set up or change each series: 1. First select the required series from the drop-down list. 2. Set up the following elements for each series, by selecting the required options: Attachment of the data series to the left or right Y axis Color of the data series Marker type Should the data series display lines? If yes, select the line type and size. Left Y axis Data series Right Y axis Connecting Lines Markers Line size Time span The Time Range tab allows you to define the time range of the data series in one of the following ways: Absolute time range: From one specified date/time to another specified date/time, OR From the time of the first sample to the time of the last sample, OR A combination of date/time and first or last sample. Relative time range Relative to a point in the past up to the current time, the following relative time ranges are available: Current / Last day Current / Last week 8-14 Building Technologies Trend

21 Current / Last month To display an absolute time range for the currently selected trend view: Absolute range Relative range Absolute range selection Date / Time selection 1. Click From...To... This immediately activates the associated option buttons. In both the From and To fields, there are now two buttons available, allowing you to display data either by first/last sample or by date/time. 2. To display the first or last data-series sample in the currently selected trend view, click the First or Last option button as required. 3. To define the start or end of the data series for the currently selected trend view, by date/time, click the date/time option button. This activates the date and time fields. To change the date: 1. Click the arrow adjacent to the date field. A calendar is displayed, from which you can select the required date, by dragging the dark-blue ellipse to the required date: 2. Alternatively, you can change each element of the date in the date field separately by selecting it and entering the new day, month or year from the keyboard. Building Technologies Trend

22 To change the time: 1. Select the relevant element (hours, minutes, seconds or AM/PM) in the time field, and use the spin buttons to change the value. Note You can combine different From and To... options. For example you could choose to view data starting from the first sample (From>First sample) and up to a selected date and time (To>Date/Time). To display a relative time range in the trend view for the currently selected data series: 1. Click Relative range. This immediately activates the relative range selection list box: 2. Use the up/down arrows or scroll bar to select the required relative range. Note The time range you select here defines the range of data values that are read from the database. When Trend Viewer requests a large volume of data series from any trend database for a graph, not all of the can be handled by the RAM. If the limit has been reached and there are still more data values in the database, the following symbol appears range to display this data only.. You can now decide whether to limit the time Y-axis Each chart can display a left and right Y axis which are independent of each other. Data series can be selectively assigned and scaled to either axis, by default or manually. By default, the scaling is carried out automatically. This means that the range is defined by the highest amplitude of all the displayed data series. If the scaling for the Y axis is fixed manually, only the data series values which fall within the scale defined for the trend view is displayed Building Technologies Trend

23 Left Y axis Right Y axis Precision Fix scale Fix gap To set up and change Y axis scale properties: 1. In the Trend Viewer: Select Tools > User Defaults. 2. Select the Y axis tab. 3. Select Left Y axis or right Y axis. 4. Select Fix scale when you want to set the scale, manually enter the Min:/Max: range. Note The Fix scale check box cannot be enabled when the Trend Viewer calculates the scale based on the highest data series amplitude. For default trends it is recommended that you allow the Y scales to be calculated automatically according to the highest amplitude of the data series. This default can then be adjusted as required in the active trend view. 1. To fix the scaling increments of the axis, select Fix gaps and enter the incremental value. If Fix gaps is not selected, the default is automatically calculated based on the full scale of the data series. 2. To set the Y scale to Logarithmic, select the check box and then set the log base. The default is Base The precision of the Y scales can be set to display up to 8 significant figures. Use the spin buttons to increase/decrease the value. 4. The Unit field represents a scaling factor that is applied to the Y scale. The default is 1. An input of 2 in this field has the effect of halving the Y scale, so that when reading the scale, you need to double the displayed value. 5. This may be useful with very large input values, for example when monitoring counters. Applying a Unit of 1000 has the effect of dividing the input value by Building Technologies Trend

24 Title Select the Titles tab to add user-definable titles to your trend views: To add a title, click in the required field and then type in your required text. You can enter up to 90 characters, including spaces, in each field. Fonts Various fonts, font styles, font sizes and effects can be applied to the text on the trend view chart area. 1. Select a title and then click Font Values Time range scroll bar 8-18 Building Technologies Trend

25 2. Change the options you want in the Font properties sheet. (This is a standard Windows dialog as used in Microsoft Word.) 3. To change the format of all titles to the standard default, click Set Standard. Note The standard default is Black, MS Sans Serif, Regular 8 point. 8.4 Operate Trend Viewer Start Trend Viewer Manually start Trend Viewer To start Trend Viewer manually from Desigo Insight: 1. Click the Trend Viewer on the Desigo Insight taskbar. This opens Trend Viewer with the Extended System Browser on the left, and an empty default trend view chart with the title TndView1 on the right. Automatically start Trend Viewer Notes Your system may be configured so that Trend Viewer starts automatically when you log in. There is also an auto-start option for minimized online trend views. This feature might be required on auto system start-up after a PC power failure. Both auto-connect and automatic start of Trend Viewer are configured. In order for Trend Viewer to start automatically with autostart trend views, these options must be configured in System Configurator by your Desigo Insight engineer. The management station must also be configured to connect to a site automatically. Exit Trend Viewer 1. Select File > Exit Create online trend views General overview Trend views using online data can be created: 1. Open a new trend view from the Trend Viewer and drag a data point from System View to Trend View OR Navigate from other Desigo Insight application as follows: Via the context menu and Send to command in another program By dragging objects from System Browser in another program Via the Find application in another program Notes Since we are dealing with online data, you must be connected to a site when using any of the above methods to create a trend view. You cannot drag objects from Plant Viewer to Trend Viewer. Creating an online trend 1. Select File > New or New to open a new trend view in the Trend Viewer. 2. Select the System tab in the System Browser and open the Browser View by clicking Click the desired data point object. Building Technologies Trend

26 4. Holding down the left mouse button, drag the object onto the trend view chart area and release the mouse button. 5. A data legend now appears at the bottom of the chart, showing the properties of this data point, and trending commences immediately. An icon appears on the status bar to indicate that you are online. Note Online trend is primarily suitable for short data logging. To prevent your Desigo System from overloading you should not update x trend views with 10 values every 10 seconds and to run it for weeks on end. In such cases, use the offline trend to relieve communications between the management stations and the Desigo PX automation stations. Create online trend with Send to To create a new trend view by navigating from another Desigo Insight program: 1. Select File > New or New to open a new trend view in the Trend Viewer. 2. Select the System tab in the System Browser and open the Browser View by clicking Right-click the required data point to display the context menu. 4. Click Send to...> Trend Viewer. 5. If the Trend Viewer is closed, it starts automatically. A new, untitled trend view is created based on the default settings. 6. If Trend Viewer is already open and a trend view is currently active, the data point is sent to this view. Note Up to 10 analog, digital, or multistate data points can be sent to the same trend view. If more data points are sent, Trend Viewer is automatically created a new trend view. Reference For details on Send to...: refer to the General operation" section of this manual. Drag & Drop from other application To create a trend view by dragging objects from other Desigo Insight programs: 1. Either open a new trend view OR Ensure that an existing trend view is opened. 2. Open System Browser in any of the following programs: Object Viewer Alarm Viewer Log Viewer 3. Manually resize trend view and system browser windows so that both are visible. 4. In System Browser, select the required data point 5. Hold down the left mouse button. Drag the data point object onto the trend view chart and release the mouse button. 6. A data legend under the chart now shows the properties of this data point and trending commences immediately. Exit trend view 1. Click Save to save the file. 2. Define a file name and click Save. 3. Click to exit trend view. 4. Click Yes to close the trend view window. Trend view exits. Note More on saving is described in the section below Building Technologies Trend

27 8.4.3 Create offline trend views General overview Note Trend DB view The main difference between online and offline trend views is that data saved to either the offline or archived trend databases can only be accessed via the Extended System Browser in Trend Viewer. A further difference is that since we are dealing with offline data series stored either on the management station or a file server, data can be viewed and analyzed even if the management station is not connected to a site. Since archive databases are created from data saved from the offline database, there may be numerous archive files to select from. There will however only ever be one project-specific offline database containing the most recently saved online and trend log object data. The Trend DB tab in the Extended System Browser shows trend data that has been saved to the offline trend database from the following sources: Data that has been saved to the offline trend database from an online trend by using the command Save continuously. Data uploaded from trend log objects in the automation system Drag offline data points onto trend views Trend views using offline or archived data can be created from within Trend Viewer as follows: 1. Select File > New or New to open a new trend view in the Trend Viewer. 2. Select the Trend DB tab in the System Browser and open the Browser View by clicking Click the desired data point object. 4. Holding down the left mouse button, drag the object onto the trend view chart area and release the mouse button. The data series associated with this data point immediately becomes active and you can manipulate the chart as required. In the Trend log Multiple object, all bound data series are taken over simultaneously in Trend view. See Section Using Trend Log Multiple objects When might I want to view trend data from different sources? As a practical example, let us take a suspected problem in a heating circuit. During a visit to the plant room, the engineer has started a trend log object in the PX controller in order to identify the problem. This trend log object has been set up to run for 30 minutes, while an adjustment is made to the boiler. It soon transpires that the problem is still apparent, and the Building Manager decides to log the same data point on his management station, by starting an online trend with the same data point, and activating Save continuously. Building Technologies Trend

28 The diagram illustrates this scenario: Trend Viewer (client) Normal data request PX data upload t Trend Log Object PX controller As can be seen, it is possible to mix the data from the two sources in one trend view. The curves are treated as separate series, however. The same situation can arise if there are several users operating Trend Viewer. The example below shows the results of three users having saved online trend data from the supply air sensor, plus uploaded data from a trend log object connected to the same data point: I/O point User name under Property Present_Value: (When you move to a trend view with drag and drop, the data is displayed collected from a given user that save the trend data on his or her own management station). Trend Log Object under the Present Value Property (dragging and dropping this into a Trend View display data collected by the PX automation stations). If desired, data from all four sources can be displayed in the same Trend View. Note It is not possible to mix online trend data with offline trend data in the same view. Trend data upload Offline trend data can be uploaded selectively from the automation station. This function helps analyze the latest plant data even if automatic upload from the automation station has not yet taken place. 1. Click Trend Viewer on the Desigo Insight taskbar. 2. Select Tools > Trend Data Upload. 3. Select a Site or the desired Trend Log object Building Technologies Trend

29 4. Click Upload. If the checkbox is not selected, only the new data is uploaded (normal scenario). 5. Click OK after the trend data has been uploaded successfully. 6. Select the next Trend Log object or click Close. Upload note All data in memory is uploaded if Upload all data is checked. The result is the previously archived data is uploaded again and then immediately archived. So that the data is archived twice in Desigo Insight and available in different archives. Archive data with only a few values is generated in this manner. Do not cancel the upload until the message "Upload completed" is displayed Modify trend views General Change time axis Once a new trend view has been created using the default set-up and data points have been added, you may want to modify these settings to carry out further detailed data analysis. In every trend view, there are two time ranges of interest: The time range (or time window ) that is depicted in the chart view The time range of the data that is available. There are two methods by which the time range can be re-scaled: I. Click Format >Trend View Properties in the Time Range properties sheet. II. Using the mouse, change the time axis in the time-range scroll bar. Drag start-time from/to previous or oldest available data. Drag "time window" Drag end-time from/to present or latest available data. Time and date of the oldest Time span of the displayed displayed data. data. Time and date of the latest displayed data. Note The time window can be moved and resized with the mouse. If the time range is greater than 24 hours, the central field of the time-range scroll bar shows the number of days, e.g. 366 days 12:00. Building Technologies Trend

30 To bypass the rounding mechanism for the time span, hold the Ctrl key while sliding the time-range scroll bar. Scroll the stat and end times To scroll through past data of a currently selected online trend: 1. Click Pause to effectively stop updating online trend view. 2. Change start and end times: In the time-range scroll bar, drag the mouse in the direction of current available data or beyond it. OR On the time display in the trend view window, double-click and make changes on the time range property sheet. 3. Click Pause again to release it. The time window is automatically moved to the present, where the latest online trend data is depicted. Reference For details of how to re-scale the time range in the trend view properties sheet: Refer to formatting trend view properties in this section. Caution There may be a difference between the oldest displayed data and the data available in the database if you have specified a time range. Link different trend views: You can link different trend views so that the same X axis (time range) applies to all views. The currently selected trend view is the control view for all subsequently linked views. Any changes to the time range in the current view is reflected in the other linked trend views. To link different trend views: 1. Opens an existing trend view. 2. From the Window menu, select Tile. 3. Now that you have all the required trend views displayed, you can link the X axis by going to Tools > Link X axis Building Technologies Trend

31 Note Only the time ranges of the trend views is synchronized to the currently selected view. It is therefore important to ensure that you select the correct initial view from which to link all other views. Zoom The zoom function allows you to select a time range area in the currently selected trend view by effectively zooming in on the X and Y axis. To zoom in on a time range: 1. Click Toggle Zoom on the toolbar. 2. Position the magnifying glass on the chart range for the desired position. 3. Holding down the left mouse button, drag the magnifying glass to define the end range. Zoom in on area Magnifying glass 4. Trend Viewer zooms in on this area after you release the mouse button. The time-range scroll bar and Y axis will be adjusted as defined by the zoom area 5. Click Toggle Zoom again to return to trend view. Building Technologies Trend

32 8.4.5 Saving Trend data General When online trend views are created, the associated change-of-value data series are stored in the memory. If you require this data for retrieval via a trend view at a later date, you must save it in the offline trend database. There are two options for saving data in Trend Viewer: Save Continuously Snapshot Save Tip To distinguish between online, offline, archived trend views and snapshot saves, it is recommended that you either save these in different folders under the TndViews folder, or distinguish them by use of a meaningful naming convention. Saving data continuously 1. Select File > Save Continuously. OR Select Save Continuously on the toolbar. 2. A Trend Viewer warning appears asking if you are sure you want to save data to the offline trend database: 3. Click Yes, to save new online data continuously to the offline trend database. On the status bar, the following visual status indication is provided: On-line trend Saving continuously (flashing red triangle) 4. Click Save Continuously to interrupt trend. 5. You can now view the saved data by selected the Saved Trend Viewed Data folder in the Trend DB view in the Extended System Browser Building Technologies Trend

33 Save snapshot If you are interested in the information associated with the currently displayed trend view, you can create a Snapshot Save. This saves trend view settings along with the displayed trend data. To save a snapshot of the current trend view: 1. Select Data > Snapshot or Snapshot on the toolbar. Since this is a one-shot" operation: clicking the button starts the process only. 2. A Snapshot Save As dialog box appears, with the default name Snapshot_[Trend View Name] and the extension.tvw. 3. Complete the file name and click Save. All the online data series in the view is now saved. 4. The saved data can now be viewed via the File > Open menu option and displayed as a *.tvw in Trend Viewer Open and save trend view configurations Overview A trend view file stores the following configuration information: Time span Data range Data points per chart Chart Properties Trend view type. Because the data series associated with the data points are stored separately in the offline or archived trend databases, this means that you could set up a trend view which displays offline energy consumption data for the previous month for example. You could subsequently use the same trend view every month for reporting purposes. Note For expanded reporting or data display an additional application is available: - PDM ADP CC, => V3.1-1 for Desigo Insight V4 Contact Siemens Building Technologies to clarify your precise needs. Default save location By default, trend view files are stored under the Desigo Insight project in a TndViews folder. You can organize the saved trend view files in folders using the Save As dialog box. This gives you the option of creating new folders (as shown below). Building Technologies Trend

34 Desigo Insight project folder trend view folder saves as online trend views Note Trend Viewer must be running to open a trend view directly from the Windows Explorer. You can double-click files directly from Windows Explorers or drag to a trend view. Save configuration If you modify an existing or default trend view (see Modifying Trend Views ), there are three ways to save this view: You can: Save a default trend view with a new name Open an existing trend view and save the new settings, overwriting the old settings Save the current trend view configuration as the new default To save the settings of a new trend view: 1. Select File > Save. OR Click Save on the toolbar. 2. If you want to create a new folder within the Save As dialog, select New Folder: 3. Click Save to save your trend view, or Cancel to abort the operation. Notes If you do not change the default TndView1.tvw, you save the currently opened file under this name. Any new default trend views you subsequently open incrementally increases the file name number by one (e.g. TndView2.tvw ). If you shut down Trend Viewer and then restart it, the default trend view file name numbering commences from TndView1.tvw again Building Technologies Trend

35 Closing trend views automatically saves the configuration settings. To modify an existing trend view and save the new settings, overwriting the old settings: 1. Select File > Save. OR Click Save on the toolbar. 2. The file is save as soon as the file name differs from Trend View 1.tvw etc. 3. If the file name is the same as a default name, i.e. TndView1.tvw, you are prompted in the Save As dialog box to change the name. Tip We strongly recommend that you change the default file name to something more meaningful. Define and restore trend view default configurations When you save the default from the currently selected trend view, only the following configuration information is saved: Time span Data range Chart Properties If you have formatted a trend view and now want to define the current trend view configuration as the new default format: 1. Select File > Save as user defaults. OR Click Save Default on the toolbar. 2. The configuration settings of your currently selected trend view becomes your new default setting. The next time you open a new trend view, it is displayed in accordance with the new configuration. To change a previously saved trend view so that is displayed in accordance with the new trend view configuration: 1. Ensure that the trend view is currently active. 2. From the Format menu, select Set Default Properties Tip This is a very quick and simple method of formatting and saving the default trend views. Open a saved trend view To open a saved trend view: 1. Select File > Open. OR Click Open on the toolbar. 2. A standard Windows dialog box is displayed, focused on the saved projectspecific trend views. 3. In the list, double-click the trend view you want to open. You can have more than one trend view open. Simply repeat steps 1 and 2 to open further trend views Building Technologies Trend

36 8.4.7 View archived trend data Archive overview Current data from the trend database is moved during the archival process to the archive database without deleting the data. Why archive? Main reasons for archiving data from the offline database: To limit the size of the offline database. Thus increasing the speed of the find function and extended browser function. Display of newly selected data series is also accelerated in a trend view. To reduce offline trend view to a reasonable time period, e.g. 1 week. To remove and save older data from the management station or file server on a regular basis and prevent filling up the local hard disk. Archive process 1 Trend Viewer System Configurator Archive files Trend DB Trend archive DB 2 3 Archive process New data is added to the trend database from continuous saving of online trends and uploaded offline trends. 2 Data is added to the trend database to the archive as per the archive settings in the System Configurator. 3 Data is removed from the archive databases and serialized into archive files on the same basis as 2. The database can be opened after the archive is created. The data series can be viewed and edited in a trend view. Notes Only trend data is archived. Trend views which hold the associated configuration information do not contain data series and can be backed up separately using Project Utility if required. Trend views that are created for online or offline data series cannot be used for archived data series. Data integrity of archive data is guaranteed via checksum calculation. Data integrity is ensured across the entire data lifecycle for data in binary and xml format. Selecting an archive 1. Select File > Open Archive. A dialog box is then displayed showing the available archives: 8-30 Building Technologies Trend

37 2. The archive files are identified by the time and date stamp of the first and the last entries. The small icons have the following meaning: This filling tank icon means the archive file is not full. More data may be added when the next archive operation is performed. This full tank icon means the archive file is full (according to the archive criteria selected). The size of the archive files is dependent on the archiving settings defined by the system engineer. 3. Select the desired archive and click Open. 4. Select the desired data point from the Archive tab. 5. Drag the selected data point with Drag & Drop to an open trend view. Status display archive The following information is displayed in the status bar when a trend archive is opened: Database symbols: Symbol Description Contents displayed in the Trend book are supplied from the Trend database. Contents displayed in the Trend book are supplied from the Trend archive. Checksum symbols Symbol Description The archive's data contents are verified and ok. The calculated checksum matches the archive file. The archive's data contents are not ok. The calculated checksum does not match the archive file. Possible cause: Data contents may have been changed Building Technologies Trend

38 Why do I have to open an archive? When a database is archived, it is converted into a compressed format which cannot be viewed directly. When an archive is opened, a database is created and the data from the archive file is copied into the database. What happens if I mount all my archives? Only those databases in use remain mounted. Those which are not used for a certain timeout period are deleted from the SQL server. The original archive file still exists. Configure archiving The archiving of log and/or trend data in your Desigo Insight system is normally set up by the commissioning engineer. The archiving may be configured to take place on the basis of elapsed time, or number of database entries. Reference For more information on configuring the archival function: Refer to "Trend" section in this manual Copy data and graphics via the clipboard Methods of copying to the clipboard Data and graphics can only be copied from Trend Viewer to the clipboard, from the clipboard this data can be imported into other applications that support the DDE link, below is a table that details how data and graphics can be copied from Trend Viewer. Trend Viewer elements. Trend view elements Copy data as text Copy graphics as bitmap Comment Copy from menu bar Copies both the data point series and trend view Copy from toolbar Copies both the data point series and trend view Copy from trend view Copies both the data point series and trend view Data label Only copies the selected data point series Browser Only copies the selected data point Note From the above table it can be seen that the Data Label and Browser options do not copy graphic images to the clipboard. Copy data To copy data and graphics to the clipboard from a trend view: 1. Right-click anywhere on the chart area to display a context menu. 2. Select Edit > Copy. The graphic is copied to the clipboard. Note You cannot export bitmaps or data direct to file from Trend Viewer: You must do so via the clipboard Building Technologies Trend

39 Import to Excel Once the data and graphics have been copied to the clipboard, they are now available for importing into other third-party applications that support the DDE link. To import data into Excel: 1. In Trend View, right-click and select for copy 2. Open an Excel spreadsheet 3. Select the cell and click "Insert" on the toolbar. The data on the clipboard is pasted into the worksheet, formatted in their respective rows and columns 4. You can now use the chart wizard to create graphs or manipulate the data using formulae as required. Note The displayed data is compressed if the symbol is displayed in the status line in the trend view and are not suitable for evaluation in Excel. In other words, the data is optimized for graphical display and no longer correspond to real data with regard to number, value and time stamp. You must decrease the time range until the symbol is no longer displayed to receive proper values for exporting to Excel. We recommend using ADP or InfoCenter for evaluations over longer periods. Compressed data display. Building Technologies Trend

40 Import bitmap 1. Open an Excel spreadsheet 2. Select a cell and click Edit > Paste Special. 3. Select Bitmap to paste the following elements of the trend view: 4. Chart area with axis 5. Data series 6. Time range scroll bar 7. Quality attributes Note The same procedure applies to importing data and bitmaps into Word documents or any other Windows programs that support pasting of bitmaps or text data Using Trend Log Multiple objects General information General The Trend Log Multiple object allows you to more comfortably and efficiently monitor your plants. Desigo PX supports dynamic creation and deletion of Trend log and Trend Log Multiple object references. The corresponding Trend Log function blocks must be available in the automation station as a prerequisite. The Trend log function blocks can be created only using the XWORKS Plus engineering tool. Advantages of the Trend log object: Use drag and drop with the Trend Log Multiple object to take over simultaneously all bound data series in the Trend view. All data series of a Trend log object are assigned the same time stamp during recording. For this reason, no COV can be used. Quality attribute Contrary to the Trend log object, the Trend log Multiple object does not know the quality attribute of the related data point. If the quality attribute is needed for data recording, property StaFlg must also be assigned to data point PrVal. In this case, Trend Log Multiple object can only record three data points (3x PrVal + 3x StaFlg) Building Technologies Trend

41 Upload If uploading is triggered manually or automatically, all data series of the Trend Log Multiple object are uploaded Change/add I/O address Loss of data Edit addresses All data is deleted in the trend Log Multiple object when you change or add an I/O address. In this case, you must first manually upload (Tools > Trend Data Upload). Otherwise, data is lost irretrievably. 1. Click the Object Viewer [1] in the Desigo Insight taskbar. 2. In the Object Browser, select Site > Plant > Trend Log Multiple Object. 3. In the information pane to the right, double-click the EnLog property and set the value to Inactive. 4. Click OK. 5. In the right information pane, double-click property NamrList. This opens the NmrList Properties window. 6. Right-click an element and select Open. 7. In the text field, enter the object reference for the data point (see Step 6). 8. Open another instance of Object Viewer [2] and go to the corresponding data point you want to record. 9. Right-click the corresponding property and select Copy and close the Object Viewer [2]. Building Technologies Trend

42 10. Return to the Object Viewer [1] and press <Ctrl> + <V> or with Drag & Drop to insert the data point reference in the text field. Syntax example: B=B AHU10 TEx{PrVal}. 11. Click OK to save the automation station data. 12. In the information pane to the right, double-click the EnLog property and set the value to Active. 13. Click OK. Data logging is started. Note Syntax Description B=B AHU10 TEx{PrVal} References within a site are set via technical designation. B= [ ][AI,22]{PrVal} A cross-reference site is carried out via BACnet reference Settings in the Trend Log Multiple object General The Trend Log Multiple object and the Single Trend Log object require specific properties for data recording in addition to the standard BACnet properties (e.g. Rlb). Below is a description of the most important properties for both types. The information can be applied to both types, excluding log type COV. 1. Click Object Viewer in the Desigo Insight taskbar. 2. Select the Trend Log Multiple object. 3. Enter the data for the corresponding properties. Property 8-36 Property EnLog TiStt TiStp Description Active = Data logging release. The values of the external data source are logged in the Trendlog buffer regardless of the settings in [Ivl], [StpFull] and [BufSize]. Start time: Start date and time for trend logging. [EnLog] must be set to Active. Format: The format for the entry is DateTime, "wildcards" are not allowed. All date and time fields empty ( :--) means that trend logging is enabled. Complete date and time indication ( Sun 14:34) means that trend logging is a active from this point forward. Stop time: Stop date and time for trend logging. [EnLog] must be set to Active. Format: The format for the entry is DateTime, "wildcards" are not allowed. All date and time fields empty ( :--) means that trend Building Technologies Trend

43 logging is enabled. Complete date and time indication ( Tue 14:34) means that trend logging is a active until this point. StpFull Logging stop at full trend log buffer. Yes The values of the external data source are logged until the [BufSize] is reached and then stopped. A message appears when Stop is reached and if [ExtNotif] = Yes. No The values of the external data source are logged until the [BufSize] is reached and then the newest values overwrite the oldest values (First In, First Out FIFO principle/ring buffer). Ivl Interval = [Ivl] can be changed only if [EnLog]=Inactive and [Rec- Cnt]<=1. Interval > 0 Cycle time (hhhh:mm:ss) used to log values of an external data source in the trend log buffer. Interval = 0 In the Single trend log buffer, only COV values from the external data source are logged. All COV supporting properties can be referenced. LogType Type of data logging: Trigger If [LogTyp] = Triggered and [Trg] = On, a data entry is made for all assigned data series (same time stamp). Polled The data entry is polled periodically as per the settings in [LogIvl], [AlgnIvl], and [IvlOfs]. COV Possible only in the Single trend object. The data entry is carried out when the trended property is changed. LogIvl The log interval can be set only if [LogTyp] = Polled. AlgnIvl If the alignment interval [AlgnIvl] = True and [LogTyp] = Polled and if the next higher time unit of the log interval is a multiple integer of the log interval, the time when the log entry is generated is adapted to the next time unit. IvlOfs The interval offset [IvlOfs] is effective only if [AlgnIvl] = True. [IvlOfs] allows for delaying log entries within the log interval. Trg Refers to the BACnet reference names [Site:x x x.trg] of the selected trigger from the Reaction processor, scheduler or the BACnet reference. If the trigger value is inactive, [Trg] automatically resets from On to Off. BufSize Buffer size (0-5000): Max number of values that can be logged in the trend log buffer. As data source, only integer, real, Boolean, and Multistate values are allowed. The buffer space used per value is the same for all data formats. [BufSize] can be changed only if [EnLog]=Inactive and [RecCnt]<=1. RecCnt Record counting [RecCnt] =1 = Current number of trend values logged in the trend Read log buffer since the start or since the last deletion (RecCnt=0) [RecCnt] = 0 The trend log buffer is deleted when value Null overwrites parameter [RecCnt]. TotRecnt Total count for recording: Number of trend values logged in the trend log buffer since beginning of trend log object recording. When address [IOAddr] changes, then [TotRecnt]=0. Building Technologies Trend

44 Creating a trigger using the Reaction Processor General Create reference Saving the data always at the same time can be quite useful for data evaluation. The Reaction Processor allows you to trigger savings per minute, hour, day, week, month, or year. As a result, the data series in the trend log multiple object is logged upon each trigger procedure. 1. Click Reaction Processor in the Desigo Insight taskbar. Create a new Reaction entry (see also Section 12 Reaction Processor). 2. Select the General tab and enter the data. 3. Select the Condition tab and then the Time Trigger tab and enter the data as per the your trigger conditions. 4. Select the Action tab. 5. Click Add 6. Open the Action Type list box and select Write Value. 7. Click Browse and select the Trend Log Multiple object with property Trg (Trigger). 8. Enter value = 1 in the second text field. 9. Click OK to save the entries. If you want to run other Trend Log Multiple objects on the same trigger, repeat this process from Step 5. Note No reset needs to be configured for the trigger. The trigger automatically resets to Create trigger using scheduler Prerequisite 8-38 Building Technologies Trend

45 A corresponding scheduler object must exist in the automation station in order to create a trigger using a scheduler. Note Create reference See document CM Section 6 for information on BACnet references. 1. Click Object Viewer in the Desigo Insight taskbar. 2. Select object Sched. 3. Double-click property NamrList. 4. Double-click the row. 5. Click the Value tab. 6. Right-click NamrList. 7. Select Add Element Reference trend log object with property Trg B=X X {Trg}. 9. Click Apply. 10. Create a scheduler for the trigger. Hint Insert reference 1. Open another instance of Object Viewer. 2. Go to the trend log object and select property Trg. 3. Right-click and select Copy. 4. Insert the name reference in the text field Print trend views Printing overview In Desigo Insight, printing is coordinated by the same task as for all user applications, using the standard Windows printing interfaces: Print Print Preview Page Setup Printing from Desigo Insight is the same as from any other application, except that in Desigo Insight the header and footer are fully defined in System Configurator. Print graphics To print graphics from Trend Viewer: 1. Click File > Print or Print on the toolbar. The Print dialog box appears. 2. Check that the printer shown in the Printer dialog box is the one you want to use. If not, scroll through the list to find the correct printer. 3. Specify the page range where appropriate. 4. Specify the number of copies you require. 5. Click OK. Print legend Building Technologies Trend

46 To print all information for the trend legend, click Print legend on separate page in the menu Format > Trend View properties. Note If you select the Print symbol from the toolbar, this immediately prints the active trend view in accordance with the current setup Building Technologies Trend

47 9 Time scheduler About this section This section is designed to help you program time switching functions (Desigo PX automation station) on the Desigo Insight management station. 9.1 Introduction to time scheduling Principle You can program switch times for time control of your plant using either the management station or any PXM10 / PXM20 operator unit. Both methods access the same data, which is stored in the PX automation station itself. Time control information includes: Weekday program Weekday program with local exceptions Global site exception Local device exception Example: Shopping Center Together these elements constitute a scheduler to control the plants to the needs of the customer. Weekday program Weekday program (with local exceptions) the basic sequence of switch times and their corresponding operating modes covering a period of one week. Switching times can be individually defined for any day of the week. A single weekly schedule is thus applied 52 times per year. Normally, one weekly schedule is programmed per plant. Is a weekly schedule additionally defined to individual exceptions. The exception applies to this scheduler only. Global site exception Controls above all, holiday programs through the entire site for your project. Information on global site exceptions are stored in all PC automation station devices for a project. The primary automation stations coordinates changes to information to backup automation stations. Building Technologies Time scheduler

48 Local device exception Functions concept priority Controls, above all, holiday programs that cannot be executed via the global site exception program. Local device exceptions are always limited to one PX automation station. Normally engineered for one plant. The functional concept for scheduling is based on the elements (weekly schedule, global site exception, local device exception) as well as a priority added to each element. Control occurs based on the lower priority if multiple entries are valid. In our example, the local exception with priority 10 overrides the global exception with priority 15. Therefore, the plant is not shutdown this Thursday over lunch and later shutdown in the evening. Supported data types Data type Any User functions Multiple management stations The scheduler supports the following data types: Digital Analog Multistate Any The actual data type for Any is only defined after the scheulder is saved. You can thus freely choose the data type to assign the scheduler. Display and operation of data type Any does not differ from a set defined data type. The Desigo Insight scheduler allows you: To change existing weekly schedules. Display as multiple part scheduler together with exceptions. Exceptions may be amended and added as required. Directly define exceptions in a weekly schedule. Temporarily extend a time period. Add output objects as "Commanded Objects to a scheduler. Print schedule. Within Desigo Insight only one instance of Time Scheduler can run on any one management station. In the case of multiple management stations, Time Scheduler can run on each individual station. If they access the same weekly schedule or exception one after the other, then the last change made takes effect. Add new weekly schedule It is not possible to create new weekly schedules via the management station with this version. The allocation of plant elements (boilers, chillers etc.) to weekly 9-2 Building Technologies Time scheduler

49 schedules is also pre-engineered, and cannot be altered from the management station with this version. If you need to put some additional plant elements under time control, however, this can be done with another engineering tool: please contact your local Siemens Building Technologies representative. 9.2 Operate the time scheduler A general view of Time Scheduler is shown below: System Browser pane Scheduler pane The System Browser shows all the relevant objects in your Desigo system. The scheduler pane displays the time control plan, and allows you to modify it. Toolbar Designation Open Save Save all Print Print Preview Cut Copy Paste Undo Redo Selection Tool Toggle System Browser Find Refresh Function Opens the selected schedule (or device exception or site exception). Saves the active schedule (or device exception or site exception). Saves all open schedules (or device exception or site exception). Prints the active schedule (or device exception or site exception). Displays full pages. Removes the select and saves it to the clipboard. Copies selection to the clipboard. Pastes the contents from the clipboard. Undoes the last action. Executes the last redone command. Shows/hides the Selection Tool. Opens a dialog box to select the switch value for a switch entry. When Add New Periods is activated, you can add timeframes directly with the mouse (the mouse displays an arrow with a cross). Hides the System Browser. Shows the System Browser. Finds objects matching the specified attributes. Refreshes the System Browser. Building Technologies Time scheduler

50 browser. Add Period. Edit Period Show current date Show previous date frame Show next date frame Show marked exception Show previous exception Show next exception Opens a dialog box to enter a new timeframe (or switch value). Opens a dialog box to change the selected timeframe (or switch value). Displays today in the overview (schedule) or in the calendar. Displays the previous week in the overview (schedule) or in the calendar. Displays the previous months in the calendar. (device exception or site exception). Displays the next week in the overview (schedule) or in the calendar. Displays the coming months in the calendar. (device exception or site exception). Displays selected exceptions. (weekly schedule, device exception or site exception). Displays previous exception. (overview, device exception or site exception). Displays the next exception. (overview, device exception or site exception). Display elements Display element. Description Time range selection to select the calendar week. Calendar week (blue field). Local exception (red field). Enabled local exception (underlined number in a red field). Exception day (device exception or site exception)(blue field). Enabled exception day (underlined number in blue field). Enabled field (blue frame). Displays the switch value at the mouse pointer: e.g. every Monday (weekly schedule), Stage Building Technologies Time scheduler

51 Typical switch value (customized): Setpoints (analog). On/Off (digital). Operating mode (multistate). Don't care. Timeframe limits (vertical lines). Displays the timeframe limits (e.g. other setpoints). Timeframe limits cannot be edited in this tab when they do not exceed the switch value. Local exception and repeating. Exception day, repeating. Selection tool (+). Enable selection tool: Select View > Selection Tool. Create local exceptions (only possible in the Overview tab): With the mouse, click on the start time and drag it to the stop time. Activated timeframes (black triangle) for a local exceptions (red arrow). Change local exception. Menu bar File Open Close Save Save all Opens the selected schedule (or device exception or site exception). Closes the selected schedule (or device exception or site exception). Saves the active schedule (or device exception or site exception). Saves all open schedules (or device exception or site exception). Building Technologies Time scheduler

52 Print Print Preview Page Setup... Prints the active schedule (or device exception or site exception). Displays full pages. Opens a dialog box for print settings Saves this schedule (or device exception or site exception). Exit Quits the Insight Scheduler application. Edit Undo Redo Cut Copy Undoes the last command. Executes the last redone command. Edit the select object accordingly. (Clipboard). Insert Delete Manual. Release Find... NCRS only: Switches off programmed schedule in the NCRS subsystem. NCRS only: Switches on programmed schedule in the NCRS subsystem. Finds objects matching the specified attributes. View System Browser Toolbar Status bar Technical View User View. System View Selection Tool Refresh Properties Displays / hides the System Browser pane. Shows or hides the toolbar. Shows or hides the status bar. Shows objects in the technical designations structure (TD). Shows objects in the user designations structure. Shows objects in the system designations structure. Shows/hides the Selection Tool. 1. Opens a dialog box to select the switch value for a switch entry. When Add New Periods is activated, you can add timeframes directly with the mouse (the mouse displays an arrow with a cross). Refreshes the System Browser. Displays the properties of the active schedule (or device exception or site exception). 9-6 Building Technologies Time scheduler

53 Schedule Edit Period. Add Period. Purge expired Period. Align selected Period. Align gridlines Show today. Show next week. Show previous week. Show next date frame. Display previous date frame. Show marked exception. Show next exception. Show previous exception. Opens a dialog box to change the selected timeframe (or switch value). Opens a dialog box to enter a new timeframe (or switch value). Deletes timeframes in the past. (device exception or site exception). Changes switch times for the selected timeframes according to the start and end times for the first timeframe. (Weekly schedule). Changes the switch times for the selected timeframes according to the alignment grids. Displays today in the overview (schedule) or in the calendar. Displays the next week in the overview (schedule) or in the calendar. Displays the previous week in the overview (schedule) or in the calendar. Displays the coming months in the calendar. (device exception or site exception). Displays the previous months in the calendar. (device exception or site exception). Displays selected exceptions. (weekly schedule, device exception or site exception). Displays the next exception. (overview, device exception or site exception). Displays previous exception. (overview, device exception or site exception). Tools Change snap grid. Opens a dialog box to select a grid depth (1, 5, 10, minutes).the start and end times for a timeframe are aligned accordingly (enter with the mouse or with the command "Align gridlines"). Window Cascade Tile Vertically Cascades the open windows. Arranges the open windows horizontally. Arrange Icons 1... Enables this schedule (or device exception or site exception). Building Technologies Time scheduler

54 Scheduler program The scheduler contains three tabs to display the properties of the time control: 1. Weekly schedule This shows the basic pattern of switch times for the plant concerned. 2. Overview This shows a calendar view with exceptions (that is, exceptions to the weekly schedule, such as holidays) overlaid onto the weekly schedule. 3. Day profile exceptions Provides more detail of the exceptions, showing them as a graphical list, without the weekly schedule information. This view does not allow for creating profiles. Tool selection Switch state "Don't Care" In addition to these tabs, a "Switch State" window is also available. All available scheduler colors are compiled in this window and display the corresponding plant states. You can slide the Switch State window around to a convenient position, and re-size the time schedule pane using the usual Windows techniques. The switch state "Don't care" in an exception or weekly schedule means that the scheduler takes account of the value with the next lower priority, if available, and uses it as the Present Value output. If there are no more active exception or weekly schedules, or no more schedules at all, the time schedule default value (Property DefVal in Desigo PX) is transmitted to the output. PX devices at transition to 00:00 BACnet devices at transition to 00:00 00:00 hours on a day in the weekly time schedule: If either "Don't Care" or no input at all is encountered at 00:00 hours on a given day, the last value of the previous day remains active until the next switching command on that day. If a value input is encountered, then the last value of the previous day is also used for the following day (up to a maximum of two preceding days for a continuous entry) By contrast, the scheduler programs for standard BACnet devices write the value of the "ScheduleDefault" property or, if available, the highest-priority value from the exception program. Start scheduler Exit scheduler 1. Click Scheduler on the Desigo Insight taskbar. OR Click Scheduler in Plant Viewer. 1. Select File > Exit. 9-8 Building Technologies Time scheduler

55 Check scheduler 1. Select the corresponding scheduler in the browser (A). 2. Click Open. OR Holding down the left mouse button, drag the scheduler to the scheduler window. (B). 3. Release the mouse button in the scheduler (C).. The data is now read from the PX automation stations and displayed. The colored blocks in the display correspond to operation in a particular state - see the Switch State window for a list of all states and colors. Move the mouse over a block: the operating mode and time period is displayed as a "tool tip". Time period designations Start and end points for a time period as well as mouse display depends on the selected function to be carried out: Function Time period Mouse symbol Start time End time Insert Edit Move or Building Technologies Time scheduler

56 Activate the start or end point by framing it. Prerequisite: You are in the right view. "Insert New Period" is not selected in the selection tool. Change scheduler Double-click time block. 1. Select the Weekly Schedule tab. 2. Double-click a time block OR Select the start or end time of the time block and drag the mouse to the corresponding time. This method allows you very precise control of the times. Double-click a block to display the following window: 1. Click Stage: Off, Stage 1... for the corresponding operating mode from the list box for the selected time period. This information comes from the PX automation stations and varies depending on function. 2. In the Start the list box, select the corresponding day and define the start time in the Time field. 3. In the Hold the list box, select the corresponding day and define the end time in the Time field. 4. Click OK to go to the scheduler window. 5. Click Save or Save All to write the data to the PX automation station. Note Set start/end time with mouse Prior to Save you have the opportunity to Undo, for example incorrect times. 1. Select the start and/or end time of the time block by circling it with the mouse. Releasing the mouse changes the start or end time. 2. Hold down the left mouse key and move the mouse to the desired time axis. 3. Release the mouse button in the scheduler. 4. Click Save or Save All to write the data to the PX automation station Building Technologies Time scheduler

57 Move entire period 1. Click in the time period (cursor changes ). 2. Hold down the left mouse key and move the move to the desired time axis within the same day or move the time period to another day. 3. Release the mouse button in the scheduler. 4. Click Save or Save All to write the data to the PX automation station. Note Note Copying a time block Multiple time period can be move simultaneously by holding down the Shift key and selecting the time periods. Since the end-time of a day (23:59) and the start-time of the following day (00:00) are so close together, it is impossible in practice to set these times with the mouse, because of the tolerances allowed in the graphic display. The start or end times for a day should therefore be entered via the input window (double-click the block). 1. Click in the time period (cursor changes ). 2. Hold down the left mouse key and move the mouse to the desired time axis. Building Technologies Time scheduler

58 3. Release the mouse button in the scheduler. 4. Click Save or Save All to write the data to the PX automation station. Copy to another schedule 1. Select a time period in the current schedule. 2. Select a new schedule and click Open. 3. Right-click context menu and select Insert (inserted with the same times) OR Insert Here (times are adapted to the insert position). Note Aligning time periods Time scheme can only be copied via multiple schedulers, when the schedulers are the same data type. Start and stop times are equal for all selected time periods. 1. Define start and stop time in the upper most time period to be setup. This is used as reference when aligning other time periods 2. Left-click the uppermost time period. 3. Hold down the Shift key. 4. Left-click the time period to be setup. 5. Click Setup Periods. 6. Click Save or Save All to write the data to the PX automation station. 7. Click <Esc> to reset the selected time period Building Technologies Time scheduler

59 Creating a new time period Crete schedule The operator can individually define operation times to ensure optimum plant operations. 1. Select the Weekly Schedule tab. 2. Click Insert Period. 3. Click No, Yes in the list box and select the corresponding operating mode for the selected time period. This information comes from the PX automation stations and varies depending on function. 4. In the Start the list box, select the corresponding day and define the start time in the Time field. 5. In the Hold the list box, select the corresponding day and define the end time in the Time field. 6. Click OK to go to the scheduler window. 7. Click Save or Save All to write the data to the PX automation station. Create schedule with the mouse 1. Select the Weekly Schedule tab. 2. Click Selection Tool. 3. Select the corresponding operating mode for the time period. 4. Select Add New Period. 5. Select the corresponding day in the scheduler window. 6. Select the start time with the cursor and press and hold down the left mouse button. 7. Drag the mouse to the desired end time and release the left mouse key. 8. Click Save or Save All to write the data to the PX automation station. Note: Building Technologies Time scheduler

60 If you must define a time period past Sunday, 24:00 hours, select the start time e.g. Saturday 17:00 hours and move the cursor to the left top to the end time e.g. Monday 6:00 hours (the time bar in this case moves to the right). Delete Schedule 1. Select the Weekly Schedule tab. 2. Select the time period to be deleted. 3. Right-click and select Delete to delete the time period. 4. Click Save or Save All to write the data to the PX automation station. Temporarily extend a time period 1. Select Overview tab. 2. Select the corresponding time period. 3. Right-click and select Extend to open the Extend dialog box. 4. In the Extend list, click the desired time. 5. Click OK. 6. Click Save or Save All to write the data to the PX automation station. Note Extending the time period is always treated an a local exception of a weekly schedule and can only take place via the Overview tab. In this example, the time period was extended by two hours on July 13 and by two hours on July 20. You can double-click the local exception to enter additional settings as needed. Desigo PX 2.37 only Device priority must be dropped from 16 to 15 for Desigo PX 2.37 automation stations. Double-click in Add New Period and change the priority. Assign object with Drag&Drop In most cases, the scheduler on the automation station is integrated in the program structure. You can however control the scheduler program via referencing objects. 1. First, close the scheduler. 2. Open the scheduler tree, until referencing objects are displayed. 3. Open the object viewer and select the object for switching. 4. Drag the object to the appropriate location Building Technologies Time scheduler

61 9.3 Local exceptions General The techniques above are used to establish a basic scheduler. There are, however, always exceptions to a weekly schedule, such as vacations, holidays, etc. These are referred to as Exceptions. Expired local exceptions are not deleted automatically from the automation station. If you cannot create other local exceptions, the user must delete them manually. A different number of maximum switching states is possible depending on the subsystem or automation system. Unused exception must be deleted in advance in this case. An exception affects only one existing weekly schedule. This can take effect during a given time period, on a given date or during a define date range. Create The easiest way to define an exception is to define a local exception in a weekly schedule. 1. Open the corresponding scheduler and select the Overview tab. 2. Right-click in the scheduler window and select Add Period from the context menu. 3. Click the General Settings group box: in the Off, On list, the corresponding operating mode. In the Priority list, select the corresponding priority for this exception (see below). 4. Click the Time Settings group box: Select the corresponding start time in the daily list, e.g.7:00 am. Select the corresponding end time in the daily list, e.g.6:00 pm. 5. Click one of the options in the Date Settings group box: Fixed date. Range. Week and day. and complete Date Repeated Weekday (= day of the week) Color code in calendar Selected Local Global Checked Building Technologies Time scheduler

62 Fixed date In the Date field, you can use the following options to specify the validity of the exception: Day Month Year Day of the week. No wildcards No wildcards * Daily Monthly Annually Monday Every uneven day Every uneven Tuesday month Every even day Every even month Wednesday Last day of month. Thursday Friday Saturday Sunday Select Date. The exception applies to this day only. Select Annually. The exception repeats on the same date every year Building Technologies Time scheduler

63 Select Annually and Monthly. The exception repeats monthly on the same day. Select Daily. The exception repeat every day in this month and this year. Every even daythis function may only be used if the subsystem also supports the function. Building Technologies Time scheduler

64 Every uneven daythis function may only be used if the subsystem also supports the function. Each last day of the monththis function may only be used if the subsystem also supports the function. A certain Day of the week. This function may only be used if the subsystem also supports the function Building Technologies Time scheduler

65 Range Application Hairdresser The description below illustrates creating a vacation schedule within the weekly schedule as could take place at the "Hairdresser" shopping center. You can set the start and stop date in the Date field. Week and dayunder Week and day you may specify an exception via the day of the week, e.g. Every first Monday of January. Note that by leaving the of field (month) blank, you make the exception active for every month. Field 1 Field 2 Field 3 * One week of the month Monthly Monday Day 1-7 Every uneven month Tuesday Day 8-14 Every even month Wednesday Day January Thursday Day February Friday Day through Saturday Last 7 days of the week November Sunday December Save 6. Click OK. The exception is marked in red as a local exception in the date field and a red arrow is added in the overview profile. 7. Click Save or Save All to write the data to the PX automation station. Tip If you must enter a date far in the future, use the calendar function. Building Technologies Time scheduler

66 1. Click month and year. 2. Select the month. 3. Select the year. Priority Cascading exceptions can be prioritized by setting various priorities in the scheduler. Lower priority always overrides higher priority (does not correspond to BACnet priority). Desigo PX 2.37 only Device priority must be dropped from 16 to 15 for Desigo PX 2.37 automation stations. Double-click in Period extension and change the priority. Check daily profile Note Delete exception The Daily Profile tab displays all exceptions for the selected scheduler (local exceptions and exception days). 1. Open the corresponding scheduler and select the tab. 2. You can edit daily profiles, create new profiles as described under "Create local exceptions". You cannot add a new exception nor delete an existing one. 1. Select Overview tab. 2. Select the corresponding time period. 3. Right-click and select Delete. 4. Click Save or Save All to write the data to the PX automation station Building Technologies Time scheduler

67 Delete expired exceptions 1. Select the Overview tab. 2. Right-click the scheduler program. 3. Select Delete expired day profiles. 4. Click Save or Save All to save the data to the PX automation station. 9.4 Site exceptions General Create Site exceptions are calendar entries, e.g. Easter, that may reference various weekly schedules. The advantage of Site Exception is only the date needs to be changed when the date changes in the next year. The description below illustrates creating a calendar schedule as could take place at shopping center "restaurant, hairdresser, travel agency, office". 1. Select the corresponding calendar schedule in the browser on the Site Exception level. 2. Click Open. OR Holding down the left mouse button, drag the scheduler to the scheduler window. 3. Release the mouse button in the scheduler. The data is now read from the PX automation stations and displayed. 4. Right-click in the calendar scheduler window and select Add Period from the context menu. 5. Click one of the options in the Date Settings group box: Fixed date Range Week and day. 6. Define the exception as described previously under "Create local exception". 7. Click OK to go to calendar view. 8. Click Save or Save All to write the data to the PX automation station. Assign to weekly schedule Calendar schedules must be assigned to a scheduler. This is the only way for the site exception to affect a weekly schedule. 1. Close first the scheduler. 2. Select the corresponding calendar schedule in the browser on the Site Exception level. Building Technologies Time scheduler

68 3. Right-click and select Copy Group Address. 4. Open the time switch tree so that Referenced Objects appear. 5. Right-click and select Add Group Address. Note Create exception You cannot assign to a scheduler as long as the calendar is still opened in the scheduler window. After assignment, a corresponding daily profile must still be created for the exception. 1. Open the corresponding scheduler and select the Daily Profile tab. 2. Right-click in the scheduler window and select Add Period from the context menu. 3. Click Edit Period: In the OpMod room auto 1 list, the corresponding operating mode. Select the corresponding start time in the Daily list, e.g. 8:00 am. Select the corresponding end time in the daily list, e.g. 5:00 pm. 4. Click Save or Save All to write the data to the PX automation station. 5. Repeat 1-4 for all schedulers assign to this calendar. Desigo PX 2.37 only Device priority must be dropped from 16 to 15 for Desigo PX 2.37 automation stations. Right-click in Period extension and und choose Edit Profile Priority. Change the priority Building Technologies Time scheduler

69 Delete exception 1. Select the corresponding calendar schedule in the browser on the Site Exception level. 2. Click Open. OR Holding down the left mouse button, drag the scheduler to the scheduler window. 3. Release the mouse button in the scheduler. The data is now read from the PX automation stations and displayed. 4. Select the corresponding start date. 5. Right-click and select Delete. 6. Click Save or Save All to write the data to the PX automation station. 9.5 Device exceptions General Create / Delete Device exceptions are limited to one physical PX automation station. As a result, one device exception can only be assigned to multiple plants when they are on the same PX automation station. The description below could apply to the example shopping center "restaurant". Creating and deleting exceptions is the same as for site exceptions. Important: A device exception can only be assigned to a plant where the same Desigo PX automation stations are located. Building Technologies Time scheduler

70 9.6 Print from the Time Scheduler You can print time schedules and exceptions from three different viewpoints, corresponding to the three tabs of the Time Scheduler pane: Weekday program Overview Produces a graphic printout of the basic weekly schedule. Produces a text print-out of all the weekly schedule periods together with any relevant exceptions. Day Profile Produces a graphic printout of the exceptions valid for the week displayed. Print To print, open the scheduler of interest, select the desired tab and click Print. You can start with Page Preview if you want Building Technologies Time scheduler

71 10 Logging with Log Viewer About this section The Log Viewer helps you understand plant, system or user actions after the fact (for example, who changed the value from 26.0 C to 25.0) Introduction to logging Functions Logged events Log Viewer is used to display all the events logged in the log database for Desigo Insight. To enable users to work on the log database and to select subsets of the whole log database, Log Viewer incorporates a range of sophisticated filter and sort options. Log Viewer includes the following functions: Various views of the current log database can be displayed Archived databases can be displayed Comments can be added to each log entry Various print options can be applied to the log event list User log events can be entered manually. Alarm events All alarm state changes controlled by the Desigo Insight alarm system are logged as alarm events. An alarm event is logged whenever: An alarm is acknowledged An alarm is reset An alarm is disabled A high limit alarm occurs A low limit alarm occurs A no-feedback alarm occurs A digital alarm occurs An alarm returns to normal The new alarm state is logged together with the alarm message, and the alarm state is displayed in the Event Group column. System events. System events are actions automatically triggered by one of the Desigo Insight programs. A system event is logged whenever: A program is started A program is stopped A program error occurs Log, audit or trend data is archived automatically or manually Data is backed up in Project Utility A site connection is established automatically or manually A site connection is terminated A user logs out manually or an auto-logout occurs A communication time-out occurs A communication failure occurs Building Technologies Logging with Log Viewer

72 A communication error occurs The configuration of the Desigo Insight system database is changed Disk is full Device time is set manually or automatically Time is out of synchronization A trend data upload has been requested Log, audit or trend data is archived A password check fails Desigo Insight is shut down Desigo Insight is started Server restart (automation station restarted) User events User events are actions triggered manually by a user. A user event is logged whenever a user: Starts a program Stops a program Archives trend, audit or log data Backs up data Established a connection Disconnects Logs out Logs in Changes a property Resets a runtime totalizer from the Plant Viewer or the Object Viewer Acknowledges a specific alarm Resets a specific alarm Takes over the system (operator action) Checks out the system (operator action) Adds a new log entry manually Modifies an object (or one of its properties) Changes the status of a specific object Purges the Log-, Audit or Trend archives Status events Status events are automatically-triggered HVAC events which are important enough to have been engineered for logging Operate the Log Viewer Reference For general information about operating Desigo Insight applications: refer to the "General Operation" section in the manual. Object Viewer application description Operation elements Descriptions of menu commands, toolbar and content windows are located in the Desigo Insight online help. A short description of the toolbar displays when the pointer is pointing at a menu command. Log Viewer consists of System Browser in the left pane and the five log event tabs in the right pane, covering different views of the events logged in the log database. The five log views, which can be selected via tabs in the Log Viewer window are: All Alarm 10-2 Building Technologies Logging with Log Viewer

73 System User Status All tab Displays all four event categories (Alarm, System User and Status events) together with the most important associated information: Toolbar Tab, log view System Browser Status bar Log view (All tab) Each of the views has the same set of columns. Filtering and sorting always apply to all views identically. Toolbar Designation Open Archive Print Print Preview Show /Hide System Browser Find Refreshes grid view Function Opens a dialog box to select an archived log database. Shows the archived data in log view. Prints the log view. Displays full pages. Displays the active log view as it will be printed. Hides the System Browser. Shows the System Browser. Finds objects matching the specified attributes. Refreshes the log view. Manual refresh is required for the following cases: - New events were triggered in the interim. Remove sorting "Date/Time" sorted in ascending order; no sort display). Displays log entries with the standard settings (column Remove Filters Filters corresponding to the tab remain in place. Displays the log view without user-defined filters. BUT: Save Filters Saves the filter as query. Filter settings are assigned to the current tab. Filters the log view with the selected filter. Building Technologies Logging with Log Viewer

74 Menu bar File Open Archive Close Archive... Archive Database Properties Print Print Preview Page Setup Exit Opens a dialog box to select an archived log database. Shows the archived data in log view. Closes an archived log database. Shows the properties for the archived log database (i.e. date, scope). Prints the log view. Displays full pages. Opens a dialog box for print settings. Quits the Insight program Log Viewer. The following settings are saved based on the user and become automatically available at the next startup: Current filtering and sorting. Display settings (i.e. System Browser, column display, status bar). Edit Find Finds objects matching the specified attributes. View System Browser Toolbar Status bar Technical View User View. System View Remove Filters Remove Sorting Show Gridlines... Refresh Displays / hides the System Browser pane. Shows or hides the toolbar. Shows or hides the status bar. Shows objects in the technical designations structure (TD). Shows (data) objects in the user designation structure. Shows objects in the system designations structure. Displays the log view without user-defined filters. BUT: Filters corresponding to the tab remain in place. Displays log entries with the standard settings (column "Date/Time" sorted in ascending order; no sort display). Displays the current gridline view for log view. Refreshes the log view. Manual refresh is required for the following cases: - New events were triggered in the interim. Filter Save... Predefined... Saves the filter as query. Filter settings are assigned to the current tab. Shows predefined filters as query. Filters the log view with the selected filter. Tools Create log entry Opens a dialog box with the new log entry and message Building Technologies Logging with Log Viewer

75 Customized Workspace... Opens a dialog box to change the display and sequence of the table columns Start and exit Log Viewer Manually start Log Viewer To start Log Viewer manually from Desigo Insight: 1. Click Log Viewer on the Desigo Insight taskbar. This opens the Log Viewer. The System Browser is displayed on the left and a content window to the right. OR 1. To go to other programs, right click to open the context menu. 2. Select Send to Select Log Viewer from the list. Exit from Log Viewer Note Refreshing the log views 1. Select File > Exit. Settings such as the current Sort and Filter criteria as well as the current window size and position when exiting are saved on a user-specific basis and is applied automatically when Log Viewer is next started by that user. Log Viewer displays a snapshot of the log database. This means that new log entries in the database are not displayed automatically. The log view is refreshed by any of the following events: The user presses <F5> The user selects Refresh from the View menu The user sorts or filters the log views The user switches to another log view tab. Log Viewer is restarted Log entry properties Hint 1. Double-click a log entry. OR Right-click a log entry to display the context menu, and then select Properties. 2. Select the corresponding tab. If you keep the Properties open, you can select individual lines and read or edit comments on the entries. Filter, find Refer to the General operation section of this manual. Building Technologies Logging with Log Viewer

76 10.4 Add comments to log entries General Edit comments It can be useful to add comments to a log entry manually; it may be that the information delivered by the system does not cover certain contingencies or user actions relevant to that particular log entry. Examples of comments include information about work carried out on the plant, circumstances leading to an alarm or explanations of user actions, all of them related to a particular log entry. Several comments can be added to a entry depending on the workflow phase. 1. Click the log entry and right-click Properties. 2. Select the Comment tab in the Properties window. Enter your comment here. All comments of a data set are displayed. Language recording 3. Check the written comment or replay the spoken message using the Play, Pause and Stop buttons. 4. Add a written comment by typing it into the Written comment field. You can add up to characters for each comment. Add a spoken comment using the Record and Stop buttons. The maximum length for spoken comments is 1 minute. 5. Click apply to save the comment and keep the dialog box open OR Click OK to save the comment and close the dialog box. Note Display comments A written comment can neither be changed nor deleted after saving. Each further written comment creates a separate entry in the log database based on event information. The comment appears in the Comment column of the various log views. An additional icon indicates whether the comment is written, recorded or both. Written comments only. Written and oral comments. Oral comments only. No comment entered. Delete oral comments 1. Right-click log entry and select Properties. 2. Select the Comment tab in the Properties window Building Technologies Logging with Log Viewer

77 3. Delete written comments by editing the comment dialog box. 4. Delete an oral comment by clicking Delete. 5. Click Apply to save the changes and keep the dialog open, or click OK to save the changes and close the dialog Enter user log entries manually Purpose Attributes Create The system does not automatically capture all relevant user actions (e.g. maintenance work in a plant). It might be important to be able to track these activities at a later stage, and it is therefore useful to enter them in the log database. The following attributes are save during manual user entry: Date / Time User name Management station name Message (Comment string) Priority = Medium Event group = user Event = entry in user log 1. From the Tools menu select Create Log Entry. 2. Enter a message of maximum 512 characters 3. Click Apply to log the new entry and leave the dialog open or click OK to log the entry and close the dialog Print from Log Viewer Print For a detailed description of printing from the Desigo Insight programs: Refer to "General Operation" section View archived log data Archive overview The archiving of log, audit and/or trend data in your Desigo Insight system normally have been set up by the commissioning engineer. The archiving may be configured to take place on the basis of elapsed time, or number of database entries. Once the archives have been created, the database can be opened and the data series can then be viewed and manipulated in the Log Viewer. Building Technologies Logging with Log Viewer

78 Note Select an archive Checksum calculation ensures data integrity of archive data. This integrity is ensured across the entire lifecycle of the data in binary and XML format. 1. Select File > Open Archive. A dialog box is displayed showing the available archives: 2. The archive files are identified by the time and date stamp of the first and the last entries. The small icons have the following meaning: This filling tank icon means the archive file is not full. More data may be added when the next archive operation is performed. This full tank icon means the archive file is full (according to the archive criteria selected). 3. The size of the archive files is dependent on the archiving settings defined by the system engineer. 4. Click the Open to open the selected archive. 5. After the archive is opened the archived data can be viewed in the Log Viewer. Status display archive The following information is displayed in the status bar when a trend archive is opened: Database symbols: Symbol Description Contents displayed in the Trend book are supplied from the Trend database. Contents displayed in the Trend book are supplied from the Trend archive. Checksum symbols Symbol Description The archive's data contents are verified and ok. The calculated checksum matches the archive file. The archive's data contents are not ok. The calculated checksum does not match the archive file. Possible cause: Data contents may have been changed Building Technologies Logging with Log Viewer

79 Why do I have to open an archive? What happens if I open all my archives? When a database is archived, it is converted into a compressed format which cannot viewed directly. When an archive is opened, a database is created and the data from the archive file is copied into the database. Only those databases in use remain opened. Those which are not used for a certain timeout period are deleted from the SQL server. The original archive file still exists. Building Technologies Logging with Log Viewer

80 11 Report Viewer Report Viewer documents plant states. It is helpful during operation as well as in the event of a fault. The report has the following advantages over a print out from the Alarm Viewer, Log Viewer or Object Viewer: The report can be prepared and created at anytime. Data can be filtered in a comprehensive manner: By data point address By data point states Data export possible (.xls,.csv). The report can be created automatically together with the reaction processor. Report of archived audit and log data possible. Reports Four report types are possible with the Report Viewer: Report on alarm states (alarm report). Report on log entries (log report). Report on data point state (point report). Report on audit states (audit report) Three steps are required to create a report: Report Viewer runs the desired report definition. The data is acquired, filtered and displayed in the report table. A report is then generated and displayed (PDF format) from the columns. The report can be printed and saved. Report batch Data recording (trend) Report batch definitions are defined in the Report Viewer. The Reaction Processor uses the report batch definitions to automatically create and issue multiple reports. The Report Viewer is not suitable for trends. Use the Trend Viewer in Desigo Insight. Terms in the Report Viewer Terms Report definition Standard report definition Batch definition Reaction Processor The report definition contains the data acquisition settings for the report. Standard report definitions are delivered with Desigo Insight. The batch definition is created automatically by the reaction processor only. The Reaction Processor is a program in Desigo Insight, which automatically runs de Building Technologies Report Viewer

81 fined actions (e.g. run batch definition) based on events Report definitions The Report Viewer differentiates between report and batch definitions. Report definition Standard report definition Batch definition Notes Report definitions generate reports created specifically for your building automation and control system. You can individually create and edit report definitions with the Report Viewer (license required). Standard report definitions are delivered with each Desigo Insight and can be adapted to the project (e.g. site names). Standard report definitions generate standard reports that are typical for a building automation and control system. There is no functional difference to report definitions. Batch definition comprises multiple existing report definitions (referencing). The operator does not run the batch definition, but rather it is started by the Reaction Processor (license required). Report definitions and batch definitions are saved in the system database (Desigo Insight). They can only be opened and administered using the Report Viewer browser (Report Definition or Batch Definition tab). You can open, edit and run a copy of a report definition without a license for the Report Viewer, BUT you cannot save it Report types The report type determines whether an alarm report, log report or point report is created. The report type is defined when creating the report definition. Building Technologies Report Viewer

82 Alarm report Data from the alarm database Filter alarms The alarm report displays current alarms. The data is read from the Desigo Insight alarm database. An alarm report without filters displays all alarm entries from the alarm database. Filters define alarm reports for individual alarm states (example: standard report definitions). Standard report definition All alarms Filter No filter. Unacknowledged alarms 'Status' = {"Alarm Unacked" ; "Normal Unacked"} Active alarms 'Status' = "*Alarm*" Unreset alarms 'Status' = "Normal Unreset" Switched off alarm 'Status' = "Disabled" Suppressed alarms See point range You can also expand the filter by data points and data point states. Note Alarms, that have already reached the normal state (no fault pending), can only be recorded from the log database with the log report Log report Data from the log database Filter log entries The log report displays recorded log entries (events). The data is read from the Desigo Insight log database. A log report without filters displays all log entries from the log database. Filters define log reports for individual log states (example: standard report definitions). Standard report definition All Log report Filter No filter. Alarm Log report 'Event Group' = "Alarm" Status Log report 'Event Group' = "Status" User Log report 'Event Group' = "User" System Log report 'Event Group' = "System" Log entries from a certain time period can be evaluated for log report. You can also expand the filter by data points and data point states. Note Archived log entries can be printed directly from the archive Building Technologies Report Viewer

83 Point report Data from the system Filter data points The point report displays certain states for the desired data points. In contrast to the alarm report and log report, data is read directly from the automation station. Creating a point report may take several minutes, depending on the project size, communication to the automation station, type of address bindings and selection of columns in the report table. A point report without filters displays all data points from the building automation and control system. With the proper filters, point reports for data points and/or properties is created when state or values fulfill the corresponding criteria (example: standard report definitions). Standard report definition Subsystem Filter Fault Status Report All subsystems 'Status' = "*F*" Maintenance Information Report Desigo PX 'Object Type' = {"Binary output"; "Multistate output"} Manual Status Report All subsystems 'Status' ={"*O*"; "*Z*"; "*S*"} AND 'Object Type' <> "Block" RX Report Desigo PX 'Object Type' <> "Block" AND 'PrOpModR' <> "" Report on suppressed alarms Desigo PX 'State' = "*X*" Standard report definition Installation Status Report Subsystem Desigo PX Address binding disys://*pwrctl* disys://*pltctl* Setpoint Status Report Desigo PX disys://*sp*... Building Technologies Report Viewer

84 11.3 Data acquisition Filters reduce data The table below lists all factors impacting data acquisition. Filter Report type Subsystem (point report only) User authorization (point report only) Address binding Columns in the report table Filter Time range (Log report) Report type determines the data source to be evaluated: Alarm report: Alarm database Log report: Log database Point report: Automation stations Audit report: Audit database Only data points from the selected subsystem is read. Only data points acquired that are appropriate to the user's read access level. Only data points with certain data point addresses (address bindings) are read. Only the corresponding data points are evaluated. Only data points with the appropriate states are evaluated. Only log data from the defined time range are evaluated License / execution rights / data access License Run Report With a program license for the Report Viewer, you can create your own report definitions, edit and save existing report definitions. You also need the appropriate program rights (System Configurator). You can run all existing (standard) report definitions without a license. You can open, edit and run a temporary copy of a report definition without a license, BUT you cannot save it. Read access level for each report definition determines required user rights needed to run the report definition. The report definition is not displayed to users with insufficient user rights. Edit and save report definition Create new report definition Report batch definition Data access Write access level for each report definition determines required user rights needed to edit and save the report definition. The appropriate program release (System Configurator) and program license required to create a new report definition. Report batch definitions can only be used with the reaction processor. License required for the reaction processor. (Rights (System Configurator) and license required) User rights regulate the reading of data points in the system. Accordingly, the point report contains only those data points for the user's read access level. The same applies to report batches Building Technologies Report Viewer

85 11.5 Workflow The Report Viewer has two important workflows: Create report Create report definition (license required) Create report This process creates a report using a report definition. Select report definition Edit temporary Yes Edit copy Run report definition Select output format Column format.xls,.csv PDF format Save/print PDF report Save/print Excel report 1. The user starts the Report Viewer. All report definitions are displayed (read access level) that the user can run and use to create reports. 2. The user selects a report definition in the Report Viewer and runs it. Current data is read from the database or from the automation stations, filtered and displayed in the report table. 3. The user can then edit the report table (e.g. sort data sets, move columns, show/hide columns). 4. The user selects output format. The report table as a PDF document (PDF viewer). Report table in a table (e.g. XLS, CSV). 5. The user can use these programs to print the data and save it. Create ad-hoc report A copy of a report definition may be changed temporarily in the event that one changed report (e.g. additional filter) is created. 1. The user opens the desired report definition as a copy (rather than executing it directly as a report definition). 2. The user can change the copy (refer to Create report definition). 3. The user can run the copy and create the report using the normal procedure. Note: The changed report definition (copy) can only be saved with the appropriate program release (System Configurator) and a program license. Procedure refer to chapter 11.8 Create report Building Technologies Report Viewer

86 Create report definition This process creates a report definition in the Report Viewer. Open new report definition Select name and report type Address data points Filter data points Filter log entries (log report only) Define Column Save report definition 1. Create report definition or start batch definition. 2. Determine report type (possibly from archive for audit and log data). 3. Enter description, user access levels, data point selection, filter and layout. 4. Save report definition. Procedure refer to chapter 11.9 Create report definition Building Technologies Report Viewer

87 11.6 Run program and data flow Report definitions Report Viewer PDF Viewer.pdf Excel.xls.csv Sys DB Alarm DB Log DB Archiv DB T 15 C 1. Released report definitions (appropriate to the user access level) are displayed when starting the Report Viewer. 2. During report definition execution, the Report Viewer reads current data from the alarm or log database or from the automation station. The data is read selectively (corresponding to the address bindings) and filtered (user access level, properties filter, time range filter). 3. The Report Viewer displays the acquired data sets in the report table. The user can now edit the report table (sort columns, data sets, move or show/hide columns). 4. After selecting, the Report Viewer creates a PDF document or XLS or CSV table from the (changed) report table. The data can be printed out and saved in the corresponding programs. Notes: Batch definitions The acquired data corresponds to the time the data is read and is not automatically updated. The acquired data is only temporarily available in the Report Viewer report table. If the data is required electronically (e.g. for quality assurance), you can output and save it in XLS or CSV tables. It may take a few minutes to read the data from the automation station (point report). Creating a point report may take several minutes, depending on the project size, communication to the automation station, type of address bindings and selection of columns in the report table. A more precise search criteria in the report definition shortens the time required to create a point report. Batch definitions are created automatically, triggered by the Reaction Processor. 1. The Reaction Processor initiates the appropriate batch definition for a defined event. 2. The report definition is started as per the defined script, files are created and forwarded to a defined recipient. Note: User access levels apply to data point acquisition as entered in the Reaction Process. Building Technologies Report Viewer

88 11.7 User interface Each report definition is displayed in its own program window in the Report Viewer. The program window contains the following elements: Menu / taskbar Browser (opens and administers report definitions or batch definitions). Report definition (relevant settings, edit settings) Report table (acquired data sets) with progress indicator. Program window Report definition or batch definition Browser for report definitions or batch definitions Report table Menu / taskbar File New Report Definition New Report Batch Definition Open Close Save Save As Create Shortcut Import Report Definitions... Exit Opens a dialog box to create a report definition. Opens a dialog box to create a batch report definition. Opens the report definition selected in the browser. Closes report definition. Saves report definition. Saves the report definition under a new name or folder. Creates shortcut for the report definition on the desktop. Imports report definitions (*.rpt, *.zip). Exits the Report Viewer. Edit Search and Replace Searches and replaces characters in the address bindings (Address Binding tab) Building Technologies Report Viewer

89 View Show Browsers Remove Sorting Refresh Shows/hides the browser for report definitions. Remove sorting of the data sets in the report table. Refreshes the folder structure. Tools Run Stop Verify Input Bindings Create CSV Create Excel Cancel Create PDF Cancel Runs report definition, i.e. starts data acquisition. Cancels ongoing data acquisition. Checks address bindings for data points in all report definitions. Creates the report as a table in CSV format and opens it in Excel. Creates the report as an Excel table and opens it in Excel. Stops ongoing creation of the Excel file. Creates report as PDF file and opens it in the PDF reader. Stops ongoing creation of PDF file. Window Report Viewer List of opened report definitions Browser The browser displays all report definitions available to the user (corresponding to user access level). Report definitions can only be opened or run directly in the browser (create report). The browser administers, imports and exports report definitions. The browser has two tabs: Report Definition: Folder for report definitions Batch Definition: Folder for report batch definitions You can show/hide the browser. Context menu Right-click a folder or a report definition in the browser to open the corresponding context menu. Building Technologies Report Viewer

90 Context menu Expand/Collapse Expand All Run Open Open Clone Rename Delete New Folder New Report Definition New Report Batch Definition Import Export... Create Shortcut Opens / closes the folder structure. Opens the entire folder structure. Opens and runs report definition in a new program window. Opens the report definition in a new program window. Opens a copy of the report definition in a new program window. Renames the report definition. Deletes the report definition. Creates a new folder for report definitions. Creates a new report definition. Creates a new report batch definition. Imports report definitions (*.rpt, *.zip). Exports report definitions (*.rpt). Creates shortcut for the report definition on the desktop. Report definition tree Report definitions are saved in the Desigo Insight system database. Only the browser in the Report Viewer displays the folder tree. You can create your own folder tree for your project in the browser and save your report definitions there. Example: Folder tree for standard definitions. Hint You can drag&drop report definitions to the desired folder after creating them Building Technologies Report Viewer

91 Report definition The report definition contains settings to acquire the data for a report. Program window with report definition Each report definition is displayed in its own program window. It includes three windows: The upper window Report Definition displays relevant settings for the report definition. The Edit... button opens the report definition editor. (see ) The lower window displays the report table with acquired and filtered data. (see ) The progress indicator displays information on data acquisition. The left window displays the browser for the report definitions. All the information and data is issued in the report Report table The report table displays acquired and filtered data. The report table is generated or updated by running the report definition. Column order Sort Output The column order is defined in the report definition and can be changed (drag&drop of the column header). The sort is defined in the report definition and can be changed (click on the column header). The changed column order or sort is assumed in the PDF report or in XLS, CSV. Building Technologies Report Viewer

92 Progress indicator The progress indicator displays the results of data acquisition. Green: Data acquisition is complete. Yellow: The report table contains incomplete data sets. Possible when data acquisition is interrupted or relevant settings in the report definition were changed. Red: Error occurs, e.g. data connection is interrupted Report definition editor The report definition editor defines the settings in the report definition. Open the report definition editor with the Edit... button General Tab The General tab defines basic settings. Elements Name Type Subsystem Page setup Read access level Write access level Description Name of the report definition in the browser and report title for PDF version. The report type and subsystem (point report only) is defined when creating a report definition and can no longer be changed. Edit Layout settings for PDF version (e.g. suppress the setup for report settings). Required user authorization to open and run this report definition (create report). The report definition is not displayed in the browser for users with insufficient access levels. Required user authorization to save the report definition. Supplemental description (displayed in the report) Building Technologies Report Viewer

93 Address Binding tab The Address Binding tab defines the data source for the report. Elements Binding type Address Binding Complete data point address. Address Prefix Bindings Address Binding with Wildcard Partial address with wildcard (?, *). Address Binding with Prefix and Suffix Partial address for all address bindings. System Browser List of address bindings or list with suffix. New address binding entry Note Text field. Include log... Log entries without data point addresses are acquired (Log report only) as well (system events). Note: Right-click the address binding to delete it Filter tab The Filter tab defines filters which further filter the data points by certain data point states. Elements Apply property filter Entry field (white) (Toolbar) Applies the filter and the entry field. Entry field for filters. Required: filter is applied. Selection of elements for filters. Parenthesis Building Technologies Report Viewer

94 Filter wildcard Link individual filters with AND/OR/NOT Properties List of possible data point properties to filter (corresponding to the selected subsystem). Operators List of possible operators. Values List of possible values. (Multiple selection with <Ctrl> key). Refer to chapter Define filter Columns tab The Columns tab sets the output of the data in columns or report. Display columns (data point properties) Column sequence Sort within the column(s) Elements Available columns Selected columns Non-selected columns. The selected columns are displayed in this order. Change the order of the columns. Sort selected columns. Displays selected sort. Available columns/rows Display as row (detailed view) Display as column (compact view) Displays sort order. Determined by the order of the settings. Remove sort. Non-selected columns from legacy subsystems (e.g. VISONIK OSV). Displays legacy objects only. Displays all data points. Legacy objects displayed in a column (without details) Building Technologies Report Viewer

95 Time Range tab (log and audit report only) The Time Range tab defines a filter that permits only log entries from a set time range. Elements Apply time range Mode From To Duration Applies the filter and the entry field. Absolute Time Range Time range as determined by the start and end date. Relative time range Time range determined by duration and current time. Duration of the time range (number of time units, e.g. 2 weeks). Setting on alignment of time range to current date. Sliding Period Alignment The time range continuously follows the current date. Current Period The time range follows the current date in intervals. Last Complete Period The time range follows the current date in intervals. More>> Setting on the start for the time unit (required for Current Period and Last Complete Period). See Define time range (log report only) Absolute time range The absolute time range is determined by the start and end dates. Start date Time range End date Current date Application: The absolute time range is suitable for log reports covering a known time range. Building Technologies Report Viewer

96 Relative time range The relative time range is determined by a selectable time range (e.g. 2 week) and depends on the current time. 3 Settings can be selected: Sliding Period (default setting) The time range continuously follows the current date. Sliding time range (1 week) Current date Monday Monday Monday Monday Only events within the past week are considered under the Sliding Period default setting Application: The current time range is suitable for ad-hoc reports. Current Period The time range follows the current date in intervals. The interval begins at the start time and lasts one time unit. The current date is always within the time range. Interval Current period Time unit Current date Start time Start time Start time Start time Last Complete Period The time range follows the current date in intervals. The interval begins at the start time and lasts one time unit. The current date is always outside the time range. Period Time unit Current date Start time Start time Start time Start time Application: Seamless sequential reports. Start time (relative time range) Note The settings Current Period and Last Complete Period use a start time for the interval. The start time is coupled with the time unit (More >> button). Time unit Default setting for start time Minute Start at the top of each minute (fix). Hour Start at the top of each full hour (fix). Day Start of the day at 00:00:00. Week Week starting on Monday. Month Start of the month on the first. Year Year beginning in January. These settings apply to this report definition only Building Technologies Report Viewer

97 Batch definition Batch definition compiles multiple existing report definitions (referencing). It can only be run by the Reaction Processor. Each batch definition is displayed in its own program window. The upper window Report Batch Definition displays relevant settings for the batch report definition. The Edit... button opens the batch report definition editor. New report definitions can be referenced in the report definition editor and address bindings and their time ranges can be overwritten. (see ) The lower window displays the report table, when running a report definition. Context menu The context menu contains the following functions for the batch report definition editor (right-click reference to report definition). Context menu Remove Report Definition Override Address Bindings Reset Overridden Address Binding Run Report Definition Deletes the reference to the report definition. Address binding of the report definition is replaced for this batch report definition by the entry. The address binding for the report definition is reemployed. The report definition is run (for testing). Note Batch report definitions cannot be imported or exported. Building Technologies Report Viewer

98 11.8 Create report Create a report using a report definition. Acquire data (column) Create PDF document Create Excel document Note 1. Click Report Viewer in the Desigo Insight taskbar. 2. Click the Report Definition tab in the browser (lower left). The browser displays all released report definitions. 3. Right-click the desired report definition. Select Run. The report definition is opened in the program window. The acquired data is displayed in the report table (it may take some time for a point report). Note: Additional report definitions are opened in their own new program window. 1. Select Tools > Create PDF. The Print Preview program window is opened with the created PDF document. 2. Print or save the document. You can export the data in the report table to Excel. 1. Select Tools > Create Excel. Excel is opened with the data from the report table. Print or save the document. A copy of a report definition may be changed temporarily in the event that one changed report (e.g. additional filter) is created. Note A new archive report can be created only via function "Create new report template" (report template contains reference to archive folder) Create report definition Create a report definition. Two steps: Create new report definition and save it. Adapt or edit the report definition. This requires making settings in multiple tabs Create new report definition 1. Click Report Viewer in the Desigo Insight taskbar. 2. Click the Report Definition tab (lower left). 3. In the browser, right-click the folder where the new report definition is created. Select New Report Definition. Opens the New Report Definition. 4. Define the basic settings for the report definition. Entry field Name Report type Subsystems (point report only) Name of the report definition and report title. Selection of report type. You cannot subsequently change the selection. Selection of the subsystem. Selection only possible for point report. You cannot subsequently change the selection Building Technologies Report Viewer

99 Archive report Description Selection of data source for audit and log data (system database or archive). The selection cannot be changed retroactively. Free-flow text. 5. Click OK. The new report definition is opened in a new program window. The report definition is saved in the background in the system database and added to the browsers tree. Hint Hint You can drag&drop report definitions to the desired folder after creating them. Use the export function to save the file as a report definition. Note: The report definition contains no data acquired from the building automation and control system. This data may only be saved via the page setup (PDF, XLS, or CSV) Adapt or edit report definition Open report definition 1. In the browser, select the Report Definition tab. 2. In the browser, right-click the desired report definition. Select Open. The report definition is opened in a program window. 3. Click Edit... Opens the Report Definition [...] window Define basic settings 1. Click the General tab. 2. Change the basic settings as required. Entry field Name Type Page setup Read access level Write access level Description 3. Click OK or click another tab. Name of the report definition and report title. Can no longer be changed. Edit Layout settings for PDF version (e.g. suppress the setup for report settings). Required user authorization to open and run this report definition (create report). The report definition is not displayed in the browser for users with insufficient access levels. Required user authorization to save the report definition. Free-flow text. Building Technologies Report Viewer

100 Define data acquisition The Address Bindings tab defines the address binding. This acquires only the corresponding data points for the report. Define the address bindings in one of the following formats. Address binding Define the address binding with the complete address of the object or data point. e.g. ditech://siemens:bzw5 Ahu1 TSu e.g. ditech://siemens:bzw5 Ahu1 FanSu 1. Click the Address Bindings tab. 2. Select Address Binding format. 3. Click Add new 'Address Binding'... Opens the system browser. 4. Select an object in the system browser. 5. Click OK. 6. Click OK or click another tab. Address binding with wildcard Define an address binding as a partial address with wildcards. e.g. ditech://siemens:bzw5* Possible wildcards for address entry:? For 1 character * For n characters 1. Click the Address Bindings tab. 2. Select Address Binding with Wildcard. 3. Click Add new 'Address Binding with Wildcard'... Opens a new input line. 4. Directly enter a partial address with wildcard. Hint: Click for a selection of partial addresses. 5. Click OK or click another tab. Address binding with prefix and suffix Define an address binding from a prefix and various suffixes. Example: Prefix: ditech://siemens* Suffix: AI BI 1. Click the Address Bindings tab. 2. Select Address Binding with Prefix and Suffix. 3. Click. 4. Select a partial address. 5. Click Add new 'Address Binding with Prefix and Suffix' Enter the suffix. 7. Click OK or click another tab. Log reports Notes Delete address binding Include log entries without designation For log reports, this option also acquires log entries without data point addresses (e.g. system events). You can sort the list of address bindings. Use Edit > Search and Replace, to change a number of address bindings in the report definition. Individual address bindings can be deleted from the list of address bindings. 1. Right-click the address binding to be deleted. Select Delete Building Technologies Report Viewer

101 Define filter Filter definition and rules The Filter tab defines filters which further filter the data points according to certain data point states. The following definitions and rules apply for entering filters. The active filter, that can be edited, is displayed in boldface (click). The corresponding property, operator and value are selected in the corresponding lists. The filter consists of the property, the operator and the value. e.g. 'Alarm Value' ="Alarm" Text is always entered between quotation marks. e.g. "Alarm". The filter can be a compilation of individual filters. They are linked with AND/OR/NOT (mathematical syntax). e.g. 'Alarm Value' ="Alarm" AND 'Priority' = "2 (High)" In the value list, multiple values may be selected directly with the <Ctrl> key and assumed (OR link). Syntax: The values are separated by semicolons (;) and held together by brackets {}. Syntax error Hint Invalid filters are marked in red. The error message is displayed with entry field. Examples of valid filters are available in the standard report definitions. below the Define filter Example 1. Click the Filters tab. 2. Select Apply property filter. The entry field is active (white). A wildcard is displayed for the first filter definition (e.g. 'System Description' = ""). 3. Click the filter. The filter (e.g. 'System Description' = "") is now active and is displayed in boldface. The corresponding property, operator and value are marked in the corresponding lists. 4. Select Properties from the list. 5. Select the condition from the Operators list. 6. Select a value from the Values list box or enter a value directly in the text field. 7. Supplement the filter with additional filters as required. Position the cursor after the first filter. Click on the arrow for. Select AND/OR/NOT. A syntax error was displayed (incomplete filter). Click. Adds a new wildcard for the filter. The list is active. Adjust the filter. Suppress data points with values of PrVal < 20 C. This filter impacts all acquired data points. Address binding Description Main value ditech://...toa Outside air temperature 15.1 C ditech://...tsu Supply air temperature 22.1 C Building Technologies Report Viewer

102 ditech://...tr Room temperature 24.1 C Define columns The Columns tab determines what data is displayed. Show columns Order columns Define how to display the columns. Only now is this data (data point states) assumed in the column or report. 1. Click the Columns tab. 2. Select the desired columns in the Available columns list. 3. Click Add >>. Define the order of the columns. They can be changed in the column at a later date. 1. Select the desired columns. 2. Click or, to change the order of the columns. Sort columns Define the column sort. The sort order per the sequence in the definition. Sort can be changed in the column. 1. Select the desired column. 2. Click (descending) or (ascending) for the data sort Define time range (log report only) The Time Range tab defines a filter that permits only log entries (events) from a set time range. Define an absolute or relative time range as follows: Define absolute time range Define a filter that permits only log entries from a set time range. 1. Click the Time Range tab. 2. Select Apply Time Range. 3. Select Absolute Time Range. 4. Select the start and end date for the time range Building Technologies Report Viewer

103 Define relative time range Define a filter that permit only the last log entries (dependent on the current date). Example: Weekly log report starting on Sunday. 1. Click the Time Range tab. 2. Select Apply Time Range. 3. Select Relative Time Range. 4. Select duration: 1 Week(s). 5. Select alignment: Last Complete Period. 6. Click More>>. 7. Select week starts on: Sunday Import report definitions You can import the report definitions from other management stations to the local management station. You may have to adapt address bindings if the report definition was created for another project. Import Resolve conflicts Check Address Binding Hint 1. In the browser, select the Report Definition tab. 2. In the browser, right-click the desired folder. Select Import Select the file to import. Click Open. The Report definition import dialog opens. 4. Check the report definition file you want to import. 5. Click Import 1 Report. OR 1. Click the Resolve Conflicts button. The Import Report Definitions dialog opens. In this case, a report definition with the same name exists in the system. 2. Click in the field for the Action column. 3. Select the desired action from the list. 4. Click Import 1 Report. The import is run directly. You should check address bindings after importing a report definition and adapt to your project as required. 1. Select Tools > Verify Input Bindings. Success is displayed in an information window. For errors, the dialog Address Bindings Verification Results is displayed. 2. Double-click the displayed line. The report opens for editing. 3. Edit the address bindings. Click OK. 4. Click File > Exit. The report is closed. 5. Click Close. 6. Select Tools > Verify Input Bindings. Success is displayed in an information window. 7. Click OK to close. You should check all the report for correct address bindings at least once. Building Technologies Report Viewer

104 Hint To avoid editing address bindings for each report definition, use Edit > Search and Replace Export report definition A report definition can be saved on a local management station as a file (exported) and imported again to another management station. 1. In the browser, right-click the desired report definition. Select Export Enter a unique file name. 3. Select the file name and save location. (multiple selection possible). 4. Click Save "Send To" from other applications "Send To" report Example from the Object Viewer: Note As part of Desigo Insight programs, you start a report for any given selected data point with "Send To". 1. Click Object Viewer in the Desigo Insight taskbar. 2. In the System Browser, right-click the required data point Select Send To > Report Viewer. The Report Viewer is started and the Run Report Definition window opens. 3. Select the report definition from the tree. 4. Select Run Clone. The selected report is created. 5. Click (PDF) or (EXCEL) to create. Under this function, the address bindings for the selected report definitions are temporarily overwritten. The report definition can only be saved with File > Save As... The existing or selected report definition is not overwritten Create Report batch definition Report batch definitions are created the same as report definitions. With the following differences: You can override address bindings from the report definitions. You can override the time range and calendar for log reports. Batch report definitions cannot be imported or exported Create report batch definition 1. Click Report Viewer in the Desigo Insight taskbar. 2. Click Batch Definition tab (lower left). 3. In the browser, right-click the folder where the new report batch definition is created. Select New Report Batch Definition. 4. Define the name and description of the report definition. 5. Click OK. The new report batch definition is created and opened in a new program window. 6. Click Add new report definition Building Technologies Report Viewer

105 Double-click the desired report definition. 7. Right-click the binding to the report definition. Select the desired function. OR Click Edit... Change or override the settings in the various tabs. 8. Select File > Save. Note Report batch definitions are only displayed in the Batch Definition tab in the browser Test report batch definition You cannot manually run the report batch definition. You can, however, individually run the referenced report definitions. 1. Open the desired report batch definition. 2. Right-click the referenced report definition. Select Run Report Definition. The report definition is run using the batch settings. The data is displayed in the report table. Each report definition generates its own tab (below). Building Technologies Report Viewer

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107 12 Reaction Processor Prerequisites License Create reports and send to receivers Run MS Windows commands Change value at the automation station Reaction Job Viewer Limitations Desigo WEB The Reaction Processor is used to program actions that the system automatically runs when a certain event occurs (e.g. a time is reached or a data point value exceeds a certain value). Solid professional and Desigo system knowledge required to use the Reaction Processor. A license for the management station is required to run the Reaction Processor. The Reaction Processor allows for the following actions: Automatically create reports: For an event (e.g. alarm, system events, exceeding a data point value). At a given time (e.g. periodic reports). The automatically created reports are forwarded to a mail, printer or file receiver. Commands can also be automatically transferred to the operating system command interpreter and run (e.g. start Windows programs). Process values can be written automatically to the automation station. This allows for a temporary override of the application program without the need to make changes to the program at the automation station. The program component, Reaction Job Viewer, can display currently running reaction entries. The Reaction Processor is not suitable for the following applications: Repeating changes to plant values: Program them at the automation station to prevent impacting plant safety. As scheduler for critical time or process schedules: In this case, use the Desigo Insight scheduler. The Reaction Processor cannot be operated via Desigo WEB. Reaction Processor terms Terms Event Condition Trigger Filter Action Reaction entry Reaction Job Viewer An events occurs, for example, when a certain time is reached or a data point value changes. Condition describes a state that one or more events must meet for the Reaction Processor to trigger the defined action. The condition mostly consists of a trigger and may also include a filter. The trigger is a condition, which triggers the action when met. The filter is a condition which ALSO effects the trigger (AND condition). The filter alone does not trigger an action. The action is a sequence of commands that the Reaction Processor triggers when the condition is met. An example of an action is "create and save report as PDF". The reaction entry includes the condition and corresponding action. The Job Viewer is a software component of the Reaction Processor that displays current, pending actions with their commands in its own window Building Technologies Reaction Processor

108 12.1 Program flow Starting point: A reaction entry is actively set with the management station entered as the computer running the entry. Active reaction process A process operates in the background on the management station that verifies the condition of all active entries in a targeted manner. Reaction Processor T 15 C run Report Viewer Sys DB Alarm DB Log DB Archiv DB T 15 C When the condition for a reaction entry is met (e.g. a time is reached or a data point exceeds a certain value), the process starts the defined action and executes the corresponding commands. You can observe this process or end it prematurely in the Reaction Job Viewer. Create and forward report The action Start Report Batch opens the Report Viewer "server" in the background. The batch definition is started and data is recorded from the individual report definitions. You can create either a PDF, XLS or CSV file. The Reaction Processor then forwards the individual reports to the receivers (mail, printer, file). Define receiver type Output as file PDF Excel Csv Printer Yes No No File (Option: Attach file) No No No File (Option: Save) Yes Yes Yes Fax No No No Pop-up No No No Pager No No No (send as file attachment) Yes Yes Yes Backup BACnet devices No No No 12-2 Building Technologies Reaction Processor

109 Run MS Windows commands Change value at the automation station The action General Command transfers an entry (command) to the OS command interpreter. This starts, for example, a Windows program. The action Write Value overwrites the value of a data point in the subsystem Workflow New Reaction entry Define calendar Condition Define trigger Data point trigger Time trigger Data point filter Possibly define filter No Time filter Action Select action Other: MS command Write value Start report Batch definition (Report Viewer) Send report Recipient (System Configurator) Test (Reaction Job Viewer) 1. Preparation: Define mail, printer or file receiver in the system. Define batch definition in the Report Viewer Possibly define calendar in the Reaction Processor. 2. Create a new reaction entry in the Reaction Processor. 3. Define trigger (time or data point value). 4. Possibly define trigger (time or data point value). 5. Define action to be executed (e.g. create report and send to receiver, MS Windows Command, overwrite data point value). 6. Test action (Observe using the Reaction Job Viewer) User interface The Reaction Processor window allows you to administer reaction entries, test them and enable them for execution. The Reaction Processor window contains the following elements: Building Technologies Reaction Processor

110 Menu / toolbar Reaction table (reaction entries) Status bar Menu / toolbar File Export... Import Exit Opens dialog to save all reaction entries in an XML file. Opens dialog to save all reaction entries from one XML file. During import, an existing reaction entry can be overwritten or a suffix [2] is added to the reaction entry to be imported. Closes the Reaction Processor. The enabled reaction entries are run in the background. Edit Add Reaction Entry... Opens empty reaction entry in the reaction editor. Edit Duplicate Delete Copy Condition from... Copy Action from... Change Management Station... Manually Trigger Edit Calendars... Opens selected entry in the reaction editor. Creates a copy of the selected reaction entry. Deletes the selected reaction entry. Opens dialog to assume an existing condition into the selected reaction entry. Opens dialog to assume an existing action list into the selected reaction entry. Opens dialog to change the computer running the reaction entries for all selected reaction entries (e.g. when importing reaction entries). Runs the action for the selected reaction entry (even when the condition is not met). The operation can be observed in the Reaction Job Viewer. Opens the calendar to create or edit calendars and calendar entries. View Toolbar Status bar Open Reaction Job Viewer Remove Sorting Shows/Hides the toolbar. Shows/Hides the status bar. Opens Reaction Job Viewer (in its own window). Removes reaction entry sorting Building Technologies Reaction Processor

111 Refresh Updates all reaction entries in the reaction table. During this process, "Verifying " appears in the status bar. Filter Define Data Point Filter... Remove Data Point Filter... Remove all Save... Predefined... Opens dialog to define data point filter. Removes data point filter. Removes all filters (except for tab). Opens dialog to save the current filter settings as a personal filter. Opens dialog to select an existing personal filter. Filter reaction entries using the selected personal filter. Tools Customize Workspace... Set Default Management Station... Opens dialog to show/hide columns or resize them. Opens dialog to define default entry for the computer running the entries. Building Technologies Reaction Processor

112 Reaction table The reaction table displays the created reaction entries and their status. The following functions are also available: Open reaction entry in the reaction editor. Directly enable running of reaction entries. Directly enable action logging. Test reaction entries. Filter and sort reaction entries. Elements Type Enable Reaction Reaction Name Group Condition Name Action Name User Reaction Entry Status Server Status Next Schedule Enable Logging Management Station Displays condition type: Data Point Trigger Time Trigger Data Point and Time Trigger Incomplete definition Enables running of this reaction entry. Reaction entry name. Free-flow designation. Can be used as filter criteria for the custom filter. Name of the condition. Name of the action. Name of user who created the reaction entry or made the last change. Information on: Problems Run status Server status (server running the reaction). Next planned running of an action. Calculated when the reaction entry is enabled. Enable logging of actions (log entries). Server for the reaction entry (only relevant to multiple management stations) Context menu The reaction table has the following context menu (right-click the reaction entry). Context menu Add Reaction Entry... Edit Duplicate Delete Copy Condition from... Copy Action from... Filter by "" Select from Custom Filter... Remove Filters Remove Sorting Change Management Station... Opens empty reaction entry in the Reaction Editor. Opens selected entry in the reaction editor. Creates a copy of the selected reaction entry. Deletes the selected reaction entry. Opens dialog to assume an existing condition into the selected reaction entry. Opens dialog to assume an existing action list into the selected reaction entry. Filters by cell content by right-clicking the column. Filters by selected cell content in this column. Filters by entered character sequence in this column. Removes all filters (except for tab). Removes all sorting. Opens dialog to change the computer running the reaction entries for all selected reaction entries (e.g Building Technologies Reaction Processor

113 Manually Trigger when importing reaction entries). Runs the action for all selected reaction entries (without the condition being met). The operation can be observed in the Reaction Job Viewer Filter Reaction entries can be filtered in the table. Tab The tab filters the reaction entries per the defined triggers. All Displays all reaction entries. Data point Displays only reaction entries with data point triggers. Time Displays only reaction entries with time triggers. Data point + time Displays only reaction entries with data point and time triggers. The tab filter is displayed in the status bar. Custom Filter The custom filter filters the reaction entries by cell content or a character sequence within the column. Hint: Entries in the group column can be freely defined. This can be used in a targeted manner for your own filter. Note: The custom filter is only available in the context menu (right-click the column/cell). Data Point Filter The data point filter filters the reaction entries by a data point address, that must be included in the conditions or actions (Filter > Define Data Point Filter...). Personal Filters Personal filters filter reaction entries with a combination or filters that can be saved as personal filters (Filter > Predefined...). Set custom filters are removed. Notes: All set filters are displayed in the status bar. You can individually remove filters by deselecting them or remove all the filters with Filter > Remove all. Building Technologies Reaction Processor

114 Status bar The status bar displays acting filters and the results of filtering. Display of set filters: Tab:= Data Point Tab:= Time Tab:= Data Point + Time Group:=... Filter Data Points in Condition:= Filter Data Points in Action:= Tab Data Point Tab Time Tab Data Point + Time Custom Filter Data Point Filter Display indicating that the reaction table is possibly no longer current and should be updated (View > Refresh). During this process, "Verifying " appears in the status bar. 4 of 8 entries Display of filter results Reaction editor The reaction entry is defined in the reaction editor. Right-click a reaction entry to open the reaction editor General tab The General tab defines basic settings. Elements Reaction Name Description Enable Reaction Group Access level Enable Logging Management Station (only relevant to multiple management stations). Reaction entry name. Free-flow text. Enables running of this reaction entry. Free-flow designation. Can be used as filter criteria (custom filter). Required user access level to edit this reaction entry. Enable logging of actions (log entries). Requirement: Logging must be enabled (System Configurator: Insight Management Station Properties > Event Processing). Server for the reaction entry. The default value can be set at Tools > Set Default Management Station Building Technologies Reaction Processor

115 Condition tab All conditions are defined under the Condition tab. The action is triggered only after the condition is met. Elements Condition Name Copy Condition from... Self-explanatory designation of the condition definition. The defined condition is automatically set in brackets when no condition is entered. The condition name changes automatically when the condition is changed. Opens dialog to assume an existing condition into the selected reaction entry Data Point Tab The Data Point tab lists all conditions based on the data point values (data point trigger, data point filter). Elements Data Point Address 1 Operator Data Point Address 2/Value Add... Edit Duplicate Delete Apply Data point address of the object to be monitored. Condition operator. Condition value. Opens Data Point Condition to create a new condition. See Opens Data Point Conditions dialog to edit a selected condition. Copy the selected condition. Deletes the selected condition. Saves changes. Note The tab designator changes depending on which condition is defined: Data Point No (data point) condition is defined. Data Point Trigger At least one condition is defined as a trigger. Data Point Filter At least one condition is defined as a filter. BUT no trigger is defined! Building Technologies Reaction Processor

116 Data Point Condition dialog The Data Point Condition dialog defines data point triggers or data point filters. (Open: Condition tab > Data Point tab > Add. Data point as a trigger Data Point Trigger sets the condition to act as a trigger. Elements Data Point Address 1 Data point address of the object to be monitored. Operator = <> <... or COV of the data point value. Edge Evaluation of edge at COV: Both The condition is met when the data point value changes. Falling/Raising The condition is met when the data point value increases/decreases. Value Data Point Address 2 Evaluation of edge at =: Both The condition is met when the data point value reaches the condition value. Falling/Raising The condition is met when the data point value reaches the condition value from below/above. Condition value. Opens list of valid values (when possible). Data point for the condition value. Note: At the COV, Value and Data Point Address 2 are hidden Building Technologies Reaction Processor

117 Data Point as filter Data Point Filter sets the condition to act as a filter. Elements Data Point Address 1 Data point address of the object to be monitored. Operator = <> <... Value Condition value. Opens list of valid values (when possible). Data point for the condition value. Data Point Address Time tab The Time tab contains a condition based on time (time trigger one-time/series or time filter). Date as a trigger Time Trigger and Elements Trigger Date Trigger Time trigger once define a one-time trigger at a defined time. Date of the time. Enter date. Delete all entries. Time. Time series as trigger Time Trigger and Every defines a repeating trigger (time interval), active within the defined time range. Elements Date Range Start time/end time of the time range. Also sets the start date of the interval (time series). Start Time End Time Enter Date Range... Start date/end date or calendar entries can be entered as a definition. Delete all entries. Start time/end time of the time range or day. Also sets the start time of the interval (time series). Daily Start/End Time The start/end time is valid every day of the time range. Building Technologies Reaction Processor

118 Continuous Range The start time applies only on the starting date for the time range. The end time applies only on the end date for the time range. Days of Week Valid days of the week within the time range. Exceptions Exception days that override the date range and days of the week. + include: additional days - exclude: invalid days See 12.7 Define time range See 12.8 Fundamentals on condition, trigger and filter. Time range as filter Time Filter defines a time range as a filter. Elements Date Range Start time/end time of the time range. Start Time End Time Enter Date Range... Start date/end date or calendar entries can be entered as a definition. Delete all entries. Start time/end time of the time range or day. Daily Start/End Time The start/end time is valid every day of the time range. Continuous Range The start time applies only on the starting date for the time range. The end time applies only on the end date for the time range. Days of Week Valid days of the week within the time range. Exceptions Exception days that override the date range and days of the week. + include: additional days - exclude: invalid days See 12.7 Define time range Note The tab designator changes depending on which condition is defined: Time No (time) condition is defined. Time Trigger Time trigger is defined. Time Filter Time filter is defined Building Technologies Reaction Processor

119 Action tab Under the Action tab, all actions (commands) are defined that are compiled under the action name. They are triggered when the defined condition is met. Note: Elements Action Name Self-explanatory description for the defined action list. The defined action is automatically set in brackets when no action name is entered. The action name changes automatically when the action is changed. Copy Action from... Opens dialog to assume an existing action list into the selected reaction entry. Action Type Action designation (command). Parameter 1 First parameter for the action (e.g. Batch report name, receiver). Parameter 2 Second parameter for the action (e.g. user (user access level). Wait Yes: Wait to start the next action until this action is completed. Output format Output format for created reports. Add... Opens Action to define a new action (command). See Define action Edit Opens Action dialog to edit a selected action. Duplicate Copies the selected action. Delete Deletes the selected action. You can log the execution of actions (log entries). See General tab Action: Start Report Batch The action Start Report Batch creates reports based on the batch definition in the Report Viewer. Elements Action Type Report Batch Name Run as User Report Output Format Start next... Start Report Batch Select batch definition. Select a user (user access level). For point reports, user access level is decisive for data acquisition. Create each report in the selected format (PDF, XLS, CSV). Start next action only after the completion of this action. This ensures that the following action Send to receiver actually sends a created report. Building Technologies Reaction Processor

120 Note: The action, Start Report Batch creates only temporary reports for the period of the reaction entry. In other words, the reports must be sent to a receiver with the next action, as it will otherwise be deleted or overwritten by the next action Start Batch Report Action: Send to Receiver The action Send to Receiver sends, saves or prints the just created reports. Elements Action Type Receiver Name Start next... Send to Receiver Select the receiver Mail Receiver Type The created reports are sent to the specified receiver (as an attachment) File Receiver Type The created reports are saved in the specified folder Printer Receiver Type The created reports are sent to the specified printer. Start next action only after the completion of this action. Notes: Only receivers defined in the system can be selected. The action must be defined multiple times for multiple receivers Action: Wait Timeout The action Wait Timeout delays running the next action by the entered delay time. Applications System load for an action can be time scheduled. The completion of processes in the subsystem or the operating system can be considered in a delay time. Changes in values can be continuously increased or be undone. Elements Action Type Delay Time Wait Timeout Select delay time in seconds Action: General Command The action General Command starts a command on the command string of the MS Windows operating system (Start > Run...). Allowing you, for example, to start Windows programs. Elements Action Type Command String Start next... General Command Command entry Start action only after the completion of this action. Note: For example, if a process is triggered in the operating system, its completion can be considered with the action Wait Timeout Building Technologies Reaction Processor

121 Action: Write Value The action Write Value overwrites the value of a BACnet object (e.g. setpoint, operating mode). BACnet objects possessing a priority array (e.g. I/O object) are written with the selected priority. Caution The action Write Value can result in an error in the application if used improperly!!! Running the action Write Value can be logged with a log entry as a system event (setting in the System Configurator). Elements Action Type Write Value Data point BACnet object data point. = (...) Value to be written. (display of possible value range) Action: Release Value Entry field for the value. Opens list of valid values. Entry field for the data point. The present value of the data point becomes written value. Write Priority Priority at which data is written to the priority array (1-16) of the output BACnet object (PrVal). Start next... Start action only after the completion of this action. Note: For example, if a process is triggered in the subsystem, its completion can be considered with the action Wait Timeout. Caution The action Release Value deletes a certain value in the priority array of a BACnet object. (The action has no impact on other objects). The action Release Value can result in an error in the application if used improperly!!! Elements Action type Data Point Write Priority Start next... Release Value Address of the BACnet object (I/O object). Priority enabled to the priority array of the BACnet object Start action only after the completion of this action. Note: For example, if a process is triggered in the subsystem, its completion can be considered with the action Delay next action. Running the action Release Value can be logged with a log entry as a system event (setting in the System Configurator). Building Technologies Reaction Processor

122 Action: Backup BACnet device The action Backup BACnet devices starts the automatic backup of one or more BACnet devices. Elements Action Type Backup tasks BACnet device Next Action... Backup BACnet devices Select task. Start next action only after the completion of this action. Note: For example, if a process is triggered in the operating system, its completion can be considered with the action Wait Timeout. NoteDevices cannot be loaded automatically for security reasons and is therefore not supported Reaction Job Viewer The Reaction Job Viewer displays the present run of the reaction entries allowing you to monitor the present run status of the reaction entries (e.g. manual run for testing). The Reaction Job Viewer is opened with View > Open Reaction Job Viewer. Reaction entry Right-click in the Reaction Job Viewer to open the following context menu. Actions Context menu Abort Job Abort All Refresh Cancels run of selected reaction entry. Cancels all runs. Refreshes the display Building Technologies Reaction Processor

123 12.6 Create reaction entry Create and define a new reaction entry as follows. Step 1: Create and save new reaction entry. Step 2: Define condition (trigger and filter). Step 3: Define action (e.g. create report). Step 4: Test action Create new reaction entry General settings Create a new reaction entry. 1. Select Edit > Edit Reaction Entry... Opens the reaction editor. 2. Define the general settings in the General tab. 3. Click Apply. The reaction entry is entered in the All tab. The type for this reaction entry is entered as a question mark, as otherwise no condition exists Define condition Note: Under the Condition tab, define conditions that may trigger the action. Always first define the trigger. You can then supplement the condition with additional triggers or filters. See 12.8 Fundamentals on condition, trigger and filter. See 12.7 Define time range 1. In the reaction editor, click the Condition tab. 2. Enter a Condition Name. Note: A condition name is assigned automatically when the Condition Name field is blank. Define data point trigger Example: In this workflow, the match of two data point values is defined as the trigger. 1. Click the Data Point tab. 2. Click Add... The Data Point Condition window opens. 3. Select the Data Point Trigger option. 4. Enter a data point in the field Data Point Address 1 (Browse...). 5. Select the desired Operation (e.g. =). Note: For COV and = select the Edge as well. 6. Select Data Point Address 2. Enter a data point (Browse...). Note: At the COV, Value and Data Point Address 2 are hidden. 7. Click OK. The data point trigger is assumed with the symbol in the Data Point Condition table. The Data Point tab is now identified as a Data Point Trigger. Building Technologies Reaction Processor

124 Define action In the Action tab, you define one or more actions to be run when the condition is met. 1. In the reaction editor, click the Action tab. 2. Enter an Action Name. Note: An action is assigned automatically when the Action Name field is blank. Action: Start Report Action: Send to receiver (Send report) Example: A report is created in this workflow as an action and saved as a file. 1. In the reaction editor, click the Action tab. 2. Click Add. The Action dialog opens. 3. Select the action Start Report Batch. 4. Select a batch definition. Note: You must first create the batch definition in the Report Viewer. 5. Select the user name. 6. Select the output format for the reports. 7. Select Start next action after Click OK. The action Start Report Batch is added to the action list. 1. In the reaction editor, click the Action tab. 2. Click Add. 3. Select the action Send to Receiver. 4. Select a receiver. Only receivers previously created by the System Configurator are displayed. 5. Select Start next action after Click OK. The action Send to Receiver is added to the action list. Exit reaction entry After entering all the settings (trigger, filters and actions), close the reaction entry. 1. Click OK. Check the reaction entry: Reaction entries displayed with an were not completed or incorrectly created and must be corrected. The column Reaction Entry Status displays recognized errors or possible problems Test action (run manually) You can run the action for a reaction entry manually as a test, even if the defined condition is not met. 1. Select the reaction entry in the table. 2. Select Edit > Manually Trigger. 3. Click OK. The action is run. Note: Open the Reaction Job Viewer in advance to follow the current run of actions Building Technologies Reaction Processor

125 12.7 Define time range A time range is required for each time condition that has a time series as a trigger or a time range as a filter. (1) Start date End date (2) M T W M F S S (3) (4) (5) Start time The time range is compiled hierarchically: (1) Date range (2) Valid days of week (3) Exceptions (include, exclude) End time Thus defining all valid days. This is further limited by the time of day. (4) Continuous range or (5) Daily Start/End Time The defined triggers or filters act within the resulting time periods Calendar The calendar is used for time triggers or time filters to define a time range or for exceptions. (Open: Edit > Edit Calendars...). Each calendar contains individual calendar entries that define a time range or individual days. Calendars apply to all reaction entries in a project and can be created or edited at any time. Building Technologies Reaction Processor

126 Notes Tip An unlimited date range cannot be entered directly. It must be defined with a date in the long-term future (e.g ). Previously defined calendars from the scheduler cannot be used. A logical outline of the calendar entries makes it easier to maintain an overview Defined phased time range Prerequisites Date Range Notes: Exception days Time of day The fields for time range entry are enabled: Open the desired reaction entry in the reaction editor. The Condition tab (upper) is selected. The Time tab (below) is selected. Time Trigger and All or Time Filter is selected. 1. Click Date Range. 2. Select Start/End Date or Calendar. 3. Enter the date range or calendar. The date range can no longer be expanded (e.g. with exceptions). The data range must be explicit (i.e. no wildcards (*,?) allowed). An unlimited date range must be defined with a date in the long-term future (e.g ). 1. Select the valid days of the week for this date range. 2. Click Add Select exception days with a Start/End Date or Calendar. 4. Select Exclude or Include. These exception days now act as valid or excluded days. Exclude or include is displayed in the table with the exception days in the first column as a minus or plus. 5. Select the time limits for the valid days (Daily Start/End Time,...). Note: The start time also determines the time of day that the selected interval (year, month, week, day, ) is first run. See 12.8 Fundamentals on condition, trigger and filter Fundamentals on condition, trigger and filter. Condition The reaction entry only triggers an action when the defined condition is met. This condition consists as a minimum of a trigger, but may also include additional triggers or filters Building Technologies Reaction Processor

127 Trigger Data Point Trigger A trigger sets the condition that a data point value or a time was reached. The following triggers are available: The data point trigger continuously compares a certain data point value with the set conditions, e.g. value match (=) or change of value (COV). It immediately triggers the action when the condition is met. Value match Value match Time trigger (one-time) The time trigger (one-time) immediately triggers the action at the defined time. date / Trigger time Trigger Time trigger (series) The time trigger (series) triggers the action at a time interval. The time interval begins at the start of the time range. The actions are only triggered within the time range. range End time Interval Start time Time Interaction of start date, start time and interval Continuous range Interval all... Start date: Mo, Start time: 8:15 am End date: Fr, End time: 6:30 pm Min 8:15 8:16 8: hr... 18:30 Hours 8:15 9:15 10: hr... 18:15 Day Mo 08:15 Di 08:15 Mi 08:15 Daily Fr 08:15 Week Mo 08:15 Mo 08:15 Mo 08:15 Weekly Mo 08:15 Month :15 Year : : : : :15 Monthly :15 Annually :15 Daily Start/End Time Start date: Mo, Monday Tuesday Start time: 8:15 am End time: 6:30 pm Start time: 8:15 am End time: 6:30 pm Interval all... Min 8:15... every minute... 18:30 8:15... every minute... 18:30 Hours 8:15... every hour... 18:15 8:15... every hour... 18:15 Day Mo 08:15 Tue 08:15 Week Mo 08:15... weekly... Month :15... monthly... Year :15... annually... Building Technologies Reaction Processor

128 Filter A filter sets the condition requiring a certain data point value or that a certain period has started. The following filters are available: Data Point Filter The data point filter blocks all triggers until the defined data point value meets the condition. Condition OK Condition OK Time Filter The time filters all triggers until the defined time range commences. Condition OK Start time range End time Time Combination of trigger and filter Triggers and filters may cooperate in various combinations. Please note that the filter condition must be met before the action is triggered. DP / DP / DP Multiple data point triggers can be active at the same time (OR link). DP / Time One (multiple) data point trigger and a time trigger can be active at the same time (OR link). DP + DP A data point trigger can be linked with a data point filter (AND link). The action is only triggered when the filter condition is already met upon fulfillment of the trigger condition. DP + Time A data point trigger can be linked with a time filter (AND link). The action is only triggered when the filter condition is already met upon fulfillment of the trigger condition. Time + DP A time trigger can be linked with a data point filter (AND link) Building Technologies Reaction Processor

129 The action is only triggered when the filter condition is already met upon fulfillment of the trigger condition Fundamentals on write value / release value Note The Reaction Processor can write certain values to BACnet objects with the action Write Values. The action Release Values serves to delete values in the priority array (e.g. I/O objects). You cannot write to wired pins for BACnet objects.values may also be written to other subsystems (e.g. VISONIK). This is not described here Edit setpoint or setting You can edit or overwrite a setpoint or setting with the action Write Values. BACnet priority is not relevant to editing a setpoint or setting. Example: Change setting If you want to change an alarm class to an object (e.g. day = normal Alarm / Night = Urgent alarm), you can overwrite the corresponding AlmCl object. Note: Complex data types currently cannot be overwritten Change operating mode You can change the operating mode with the action Write Values (e.g. comfort, off). To transfer control back to the system, you must re-write the corresponding value (e.g. Auto, On). BACnet priority is not relevant to changing the operating mode. Caution When changing operating mode (manual intervention), it is important that you do not bypass or destroy safety related functions. This may occur when an object is switched by the reaction process that is located within a program structure. The following BACnet objects are potentially suitable for manual intervention (with the appropriate amount of caution). Building Technologies Reaction Processor

130 OpModMan OpModMan (manual intervention) The object OpModMan.PrVal is often used to manually switch an entire plant (On/Off from the Plant Viewer). This makes it easy to implement a manual intervention by the reaction processor. CmdVal Sched CmdVal (Command Value) When no suitable OpModMan object exists in the plant, a corresponding CmdVal object can be overridden. It is important that it is located in the uppermost program hierarchy. CmdVal objects at lower hierarchies control only the corresponding aggregates. Sched (scheduler) When no suitable OpModMan or CmdVal object exists in the plant, the plant may possibly be overridden with a Sched object. However, two values (DefVal and OoServ) must be written: DefVal determines the value to be written by the scheduler. OoServ = "ON" sets the scheduler out of service. The value from DefVal is issued at PrVal. OoServ = "OFF sets the scheduler operational, i.e. the scheduler is once again considered Change priority array value Certain PrVal values are calculated from their priority arrays. When written to such an array value with the action Write Value, the value is written directly to the array with the entered BACnet priority. A value with a priority of 16 possesses the lowest priority in the array and is overridden by all other values (e.g. scheduler, safety function). A value with priority 8 possesses the same priority in the array as a manual intervention. This type of value is displayed in the Plant Viewer with the hand symbol. Note I/O objects You cannot write to wired pins for BACnet objects. The array value can be directly deleted with the action Release Value (priority 1 to 16) in the array. I/O objects (Inputs/Outputs) Write to I/O objects only when they are not linked in a program structure (observe safety locking) or when there is no risk of faulty manipulation during switching (e.g. lighting control). Observe the suitable priority as well Building Technologies Reaction Processor

131 13 Scopes What is a scope? Note A scope is a generic term for specific object access within Desigo Insight. As a result, only specific objects are visible to individual users (user scope), i.e. users only see objects assigned to them (e.g. as per the related task). Thus, only these objects can be acknowledged in case of error. Users then do not receive information (popup) from objects outside their user scope. Alarm messages to printer, mail, pager, or file are routed as per the settings in the Alarm Router. Scopes do not influence alarm messages! 13.1 Concept The scope solution is based on two filter levels: Area scope Discipline scope These filter levels are an addition to site access and object access (defined in the user group). Object read/write privilege 5/5 3/3 (no access) Site access Site: ZUG Site: Cham Area scope Gebäude A B Discipline AHU* AHU1 = User scope (Site: ZUG, Building A, AHU*) Site access Area scope Discipline scope The filter levels are AND-linked, i.e. an object is visible when it corresponds to all three filter levels. Several filters can be defined per filter level. These filters are ORE-linked, i.e. an object is visible when it corresponds to at least one filer of the corresponding filter level. Object access User groups Object access Site access Privileges determine object access in addition to filters. Note: Users must have the associated write privileges to be able to carry out the associated action in the automation station. The filters for site, area, discipline, and object are configured for each user group. Object access privileges have highest priority for display. The write privileges can be restricted as an additional feature. Site access together with object access allows for object display. If a site is not configured in a user group, no user of that particular group can view the information of this site. Building Technologies Scopes

132 Area scope Discipline scope User Area scope Discipline scope The area and discipline scopes restrict object display as per the defined rules. User configuration principally follows the user group configuration. The area and discipline scopes can be defined individually for each user and different from the user group. Individual scopes can be activated or deactivated. Thus, the user configuration overrides the user group configuration Scopes in Insight programs Scopes influence Insight programs in different ways. Insight Dependent on scopes Independent of scopes program Taskbar Sites Alarm display Alarm Viewer Alarms Non-reference alarms Alarm Router Popup Mail, fax, printer, file, pager The Alarm Router determines sending of outgoing alarm messages. Scheduler Browser view Log Viewer Referenced log entries Object Viewer Browser view Trend Viewer Browser view Trend view If a previously created trend is opened with information outside the user scope, all data points are displayed in the view and the key. Reporting Browser view Output Reaction Browser view Automatic execution WEB All applications Plant Viewer Write access to objects (see example below) Cicode functions (write) Cicode functions (read) Standby user Plant Viewer Example The view for the standby user is independent of scopes. The Plant Viewer does not restrict object display by scopes. If the user scope does not allow for object display, the user can only view values but not change. If users cannot view individual pages or objects, this must be defined accordingly in graphic engineering. In this example, the user has graphic privileges to Area 1 and the user scope for Building Building Technologies Scopes

133 Navigation Top Page A1 Page A2 Page H1 Building 1 Page A1 Building 2 Page A2 Building 2 Page H1 Area 1 Area 1 Area 2 Explanation: The user can view the top page, but not the navigation on page H1. The user cannot view graphic phase and objects of Area 2 (defined in graphic engineering). The user can view all objects of Building 1, but cannot operate them (view not defined in scopes). The user can operate objects of Building 2 in Area 1, as per the Desigo PX read/write privileges (view defined in scopes) Plan scopes User group User Scopes Area scope Discipline scope Typical user groups are formed by configuration of site and object access. This determines basic visible objects for a user group. Scopes allow for further restricting visible objects and thus match individual user needs or user groups needs: Installers (heating, electrical etc.) carrying out associated work. Renters operating a room. Scopes filter objects based on rules comprising individual address components of objects. Scopes are thus used to configure user groups as well as users. Scopes can be created as area or discipline scope for the following technical reason: Individual scopes within area or discipline scope act as OR link. Scopes of area and discipline scope act as AND link. This must be considered when defining scopes. Building Technologies Scopes

134 13.4 Define scopes Only few persons may define scopes in a project, to ensure that object display corresponds to project requirements and is consistent Scope rules syntax A scope rule comprises an object address and wildcard. A scope is formed from one or several scope rules. SiteA:# # FanEx? * SiteA:# # TRRoom{A1..C3} * Scope rule wildcard Area operand Alphabetical Syntax Description * The asterisk acts as wildcard for one or several characters in the string including field delimiters. # The router sign is a wildcard for one or several characters in the string to the next field delimiter.? The question mark is a wildcard for one individual character in a string without field delimiter. The quotation mark is a wildcard for a field delimiter. {..} The area operand is formed in brackets {..}. The two points connect the area limits (see next section). Note: The scope rule ignores uppercase or lowercase letters. The area operand is formed with brackets {..}. The two points connect the area limits. The area must either be numeric or alphabetical, e.g. {a..z} or {4..17}. In an alphabetical area, the syntax must be as follows: Alm_{A..Z} or Alm_{AA..FB}.Area Alm_{A..BA} or Alm_{A1..B1} is not correct. Area {AF..DC} e.g. contains: A{F..Z} + {B..C}{A..Z} + D{A bis C}. {B..C} {A..Z} A{F..Z} B{A..Z} C{A..Z} D{A..C} Start AF BA CA DA AG BB CB DB AH BC CC DC Stop AZ BZ CZ Numeric As a rule, a numeric area must not have a lead zero. However, a lead zero can be used to deterine the number of places to be considered. Example: F{1..3} finds F2, but not F02. The following syntax is possible F0{1..3} or F{1..03}. The first variant only finds F02. The second vairant finds F2 and F Building Technologies Scopes

135 Create scope Area scope Discipline scope Notes The workflow to create an area or discipline scope is identical. The scopes differ by their application: If a scope is used as an OR link to another scope, it is defined as the same scope type. If a scope is used as an AND link with another scope, it is defined as another scope type. The scopes are stored in the corresponding folder. The number of scopes for areas or discipline is not limited. A defined scope has max. 50 scope rules. The scope rules must be created only in a defined view (system fiew, user designation view or technical view). If the scope rule also applies to an object in another view, this object is displayed also. Create scope An area scope is created in the following workflow, and a discipline scope is also created. 1. Click "System Configurator" on the Desigo Insight taskbar. 2. Select Desigo Insight BAC System > Scopes > Areas. 3. Right-click Areas. Select Add. 4. Enter the Name. (Name for this area scope). Option: Enter the Description. (Supplementary description for Tooltip). 5. In the Preview pane, select the desired tab Technical / User / System. 6. In the object tree, select the corresponding hierarchy. 7. Right-click the corresponding hierarchy. Select an option: Scope rule for nodes with subfolder Scope rule for node Scope rule only from node The selected scope rule is entered in the list. The object tree shows the selected objects directly. Rules Technical view System view Symbol Description Object not part of scope. Object not part of scope, but lower object s are part of scope. Object part of scope. 8. Repeat Steps 6 and 7 to defined the scope rules. Building Technologies Scopes

136 9. Click OK. The area scope is saved along with the rules. Edit scope rule Notes Right-click the rule to edit, copy or delete the rule. Note syntax when editing the scope rules. Note that too many objects are displayed when * and very short texts are used (e.g. *TR shows the objects: TR, TCtr). To show only TR, enter the following pattern # # # TR *, with # standing for one hierarchy each in the project tree. Show use of scopes This function shows the user groups and users with previously assigned scope. 1. Right-click in Scopes > Areas a scope. Select Show User Assignments. 2. Check the assignments. 3. Click Close Building Technologies Scopes

137 13.5 Configure user scope Prerequisites The user group is defined. Site and object access is configured. Desired area and discipline scopes defined. Scope assignment is clear. Max. 25 scopes can be assigned to a user group or user. User group The following workflow shows how to configure a user scope for a user group. 1. Click "System Configurator" on the Desigo Insight taskbar. 2. Select Desigo Insight BAC System > User Group. 3. Right-click User Group. Select Properties. 4. Select the Scopes tab. 5. Click Show Preview. Check the structure. 6. For Areas and/or Disciplines select Restrict access to special areas. 7. Activate the desired scopes. The object tree directly shows the selected objects. 8. Click OK. The user group is saved. Note User A change of scope configuration in the user group can change the scope configuration of the user if it is assumed automatically (see user). The user scope can be configured individually for each user. This overrides the user group configuration. 1. Click "System Configurator" on the Desigo Insight taskbar. 2. Select Desigo Insight BAC System > User Group > User. 3. Right-click the desired user. Select Properties. 4. Select the Scopes tab. The scopes of the user group are displayed: : Scope not active. : Scope active. 5. Select Override Group Settings. Building Technologies Scopes

138 6. Select the desired scopes for this user., : Scopes as in user group. : Scope not active for this user. : Scope active for this user. 7. Click Show Preview. The object tree directly shows the selected objects. 8. Click OK. The user is saved. Note Option Same as group (restricted access) assumes the scope configuration of the user group. Retroactive changes are assumed: Same as group (restricted access) Changes are updated automatically Override group settings A new scope is set to not active. Note Symbol (red folder) means that the user scope was changed. Renewed login is required. You can delay the update, but will be requested periodically to run the update. The request occurs each time you delay update at intervals of 3 ¾, 7.5, 15, 30, 60 min. If other user are logged on, you can display them under Desigo Insight > Show > User information Building Technologies Scopes

139 14 Eco Viewer General The new innovative Eco monitoring functions in Desigo V5 provide realtime displays (online, realtime) and evaluate energy consumption of plants as well as the quality of operations. After the plant is delivered, there is a risk that parts of the plant will be operated in an unfavorable manner, without negatively affecting required Comfort, but in terms of energy consumption and wear and tear of components. Causes of unfavorable operation include: Changes to setpoints Changes to operating times Faulty components Lack of knowledge on the part of personnel Change the use of rooms Manual intervention on field devices (e.g. valve actuators) Plant drift Energy costs Standardization Monitoring Eco monitoring is an absolute must in ofrer to efficiently plant parts or plants over the entire life cycle. The new monitoring available with Desigo V5, trends the data in a manner that allows the responsible person to initiate near realtime measures against unfavorable plant operation. The function helps lower energy costs in a sustainable manner and increases a plant's business viability. Current and future interational standards (e.g. EN 15232:2007(E), chapter 7) require the system recording (logging), online monitoring or a step or process; always with the goal in mind of managing a building in an optimum manner. At the automation level, the data is recorded, compressed as well as evaluated. Deviations from the plants are displayed on the Desigo Insight Eco Viewer and the responsible person is notified, where required. Building Technologies Eco Viewer

140 Pager Fax Mobile Desigo Insight Message forwarding Management level Operate and display PXM20 Automation station PX Monitoring processes Automation level TX I/O modules Monitored components or plants Example: Supported monitoring Notes Quality of measured values For example, the room temperature is monitored to the average value (time pulse: daily). The following settings are assumed: The present room setpoint is set at 21 C. Monitoring has an upper limit of 23 C and a lower limit of 15 C. A message is sent if this limit value exceeded (log entry) and this fault is displayed on the Eco Viewer. Eco monitoring is being introduced for primary plants covering heating, cooling and ventilation electrical and mechanical installations. The new function monitors the following values: Average per time period Maximal value per time period Minimal value per time period Deviation per time period Consumption per time period Runtime per time period Runtime with stage per time period Number of switchings per time period Number of switching per stage per time period Monitoring of individual Eco Monitoring functions depends on the functions that are actually engineered Desigo PX plants created prior to Desigo V5 can be retrofitted with Eco monitoring without changing the existing plant. In this case, the Eco monitoring function is engineered on its own automation station. Reliability is also evaluated since the compressed variables are based on measured values and/or signals transmitted via BACnet. The result is more or less sensitive to the reliability of the input signal depending on the type of compression function and the period of monitoring interval. Tolerances for reliability errors: Up to 10 or 20% of the values can be unreliable for an average value and still be usuable (unreliable values are not used for calculations). It is similar for minimum and maximum evaluations. There is a direct error during integration and the result is unreliable for 1-5 % of faulty values Building Technologies Eco Viewer

141 The reliability must be ok for counter increments at the point the difference is established. Glossary KPS KPI Key Performance Status Key Perfomance Indicator Key Performance Status (KPS) is the state resulting from the evaluation of the KPIs. This KPS is a type of "quality display" and can display the state as: Inactive NotOkay Ok accept for the given state in the Eco Viewer; displayed as a "Green Leaf" in the plant viewer. Key Performace Indicators (KPI) are "key" values derived from one or more measured variables in a BACS. These values can be included in the evaluation to be able to make a statement on the energy efficiency of the system over a specified period Building Technologies Eco Viewer

142 14.1 Eco Viewer operation NO. Designation 1 Toolbar 2 Menu 3 Quality state of the monitored object. 4 Monitored object in the Eco Browser. 5 Overall performance display as of a selected object hierarchy. 6 Performance display as of a selected object hierarchy in % of KPS. 7 Navigation links 8 Filter for key performance status display. 9 Eco Browser displays all controlled Eco objects as per set user scope. 10 Status of individual KPS Objects. 11 List of objects as of selected object hierarchy. The displayed information changes depending on tohe selected object or hierarchy. 12 Number of KPS objects used for calculation purposes. 13 Displays the weighting of individual KPS objects. Toolbar Designation Print Page preview Update Sum Function Prints the active view. Display the print preview. Updates values from the automation station 14-4 Building Technologies Eco Viewer

143 Menu File Print... Print preview... Exit Function Prints the active view. Displays preview of print. Exits the Insight program Eco Viewer. Edit Formula Function Defines changes of state from OK to "outside range". Eco states View Update Options... Designtation OK Not OK Inactive Unknown Function Reads present states from the automation station. Setting for: KPS/KPI text display with: o Designation o Description Object view as: o Technical view o User view o System view Display toolbar Display status bar Function KPS object is ok. KPS object is not ok. The monitored object is switched off and is not included as part of the Eco calculation. The object has no information on the automation station. The Eco state for this level is OK. It may be, however, that some objects in the lower level are "not OK". The Eco state of the subordinate KPS is not within the defined range. The subordinate KPS are switched off and are not included in the Eco calculation. KPI for the object is ok. The object's KPI is within the defined range, but was temporarily outside the range -> Acknowledge. KPI is not within the defined range. The KPI was acknowledged and once again not within the defined range. Object breach was acknowledged, but is not within the defined range. KPI object is switched off and is not included in the Eco calculation. One or more objects are outside the defined range, but now are once in the normal state Building Technologies Eco Viewer

144 Performance dialog NO. Designation 1 Information passed on to the next higher hierarchy. 2 Overall state for this hierarchy. 3 0% point for KPS performance calculation (without inactive KPS). 4 Setpoint for KPS in the OK state % point for KPS performance calculation (without inactive KPS). 6 Eco states inactive, OK and not OK. 7 Effective number of KPS belonging to the applicable Eco states. 8 KPS display in percentages belonging to the given Eco states. 9 0% point over all KPS for this hierarchy. 10 Display of inactive KPS in percentages. 11 Setpoint for KPS in the inactive state. 12 Display OK KPS in percentages. 13 Display not OK KPS in percentages % point over all KPS for this hierarchy. Change percentages OK state 3 KPS are engineered in the project with a weighting of 1. Changing propagation cannot directly affect "OK" or "not OK" display. If the value is set to 66 % for the OK state, propagation occurs for object abnormality as OK in the object tree. Not OK state If the value for the OK state is set to 67 %, propagation for object abnormality is not OK state in the object tree. Inactive state Propagation is in the object tree is inactive is the plant is set to inactive Building Technologies Eco Viewer

145 Change weighting OK state You can directly influence the display of "OK" or "not OK" by changing the weighting. Weighting should be used if an object directly influences propagation is abnormal. 3 KPS are engineered in the project with a weighting of 1. Propagation in the ojbect tree (OK = 66%) is displayed as OK when an abnormality occurs for an object. Not OK state 2 KPS with a weighting of 1 and 1 KPS with a weighting of 2 is engineered in the project. A change in weighting chenages the propagation in the object tree (OK = 66%) to not OK, if an abnormality occurs on this object with a weighting of 2. Building Technologies Eco Viewer

146 14.2 Work with Eco Viewer Start Eco Viewer You must have the appropriate rights to start Eco Viewer. 1. Click "Eco Viewer" on the Desigo Insight toolbar. All objects are displayed. OR 1. Click "Eco Viewer" on the Desigo Insight taskbar. The view is filtered to the objects. OR 1. Select Desigo Insight > Desigo Insight Programs... > Eco Viewer. The Eco Viewer starts and calculates all objects corresponding to your user scope. Note You are in demo mode if only three objects are displayed in the Eco Viewer. To enable Eco Viewer, please refer to Installation & Configuration CM Section Enable Eco Viewer Analyz Eco state Analyze abnormal state An abnormal state is indicated as or. If the is also displayed as information, it means that the corresponding object has reverted to an abnormal state.the abnormal state is eliminated in the interim, e.g. by reseting the count on a daily basis. Analyze and acknowledge state 1. Click the "Eco Viewer" on the Desigo Insight taskbar. 2. In the Eco Browser, the desired object hierarchy by following the symbol. 3. Select the object, e.g. Vlv. All KPIs are displayed for the object. 4. The reason and the corresponding time is displayed by selecting the corresponding line in the state column. 5. Select a KPI and click View in the column Log messages. The Log Viewer opens and displayed the event entries on this object. Acknowledge KPI 1. Right-click the object, e.g. Vlv and select Confirm Limit Violation... This Confirm Limit Violation window opens and displays all associated KPIs Building Technologies Eco Viewer

147 2. Click Confirm. The corresponding KPIs are rest and once again displays the normal state. OR 3. Select the object, e.g. Vlv: Displays all KPIs for the object. 4. Highlight the objects for confirmation. 5. Right-click the object, e.g. Vlv, and select Confirm Limit Violation Click Confirm. The corresponding KPIs are reset and once again display the normal state. Apply filter You can filter by the following criteria to quickly identify the source of a fault: Display all Key Performance Status objects. Display all Key Performance Status objects outside the range. Display of all inactive Key Performance Status objects. Building Technologies Eco Viewer

148 Display trend log objects You can display trend log object in the Trend Viewer belonging to an object from the system browser. 1. In the Eco browser, select the object. Associated trend log objects are displayed in the trend list. 2. Select the corresponding trend log oject. 3. In the Trends column, click View. The trend viewer opens. Send to 1. In the Eco browser, select the object. 2. Right-click and select Send to > "desired application". The selected application opens. View in object viewer Eco Monitoring objects do not display dynamic changes in the object viewer. The current state (Inactive, OK, Not OK) is displayed on the corresponding PrVal Building Technologies Eco Viewer

149 Enable and disable objects Disable KPS objects You can disable individual objects during a fault. Disabled objects are no longer considered for the overall performance. 1. In the Eco browser, select the desired object hierarchy. All subordinate objects are displayed in the object list. 2. Select the object to disable. 3. Click link Disable. Note Enable KPS objects Object must be engineered accordingly to disable. Only one log database entry is made to disable. Enable objects after successfully troubleshooting the fault. 1. In the Eco browser, select the desired object hierarchy. All subordinate objects are displayed in the object list. 2. Select the object to enable. 3. Click the link Enable Create/edit Eco propagation formula Calculation You can control the message using freely adjustable percentages so that the "Outside range" message is not sent for each slight deviation to the entered setpoint. Building Technologies Eco Viewer

150 The propagation formula has two parameters that are individual for each project. They impact all management stations as well as all sites: Limit_for_active: The virtual KPS is considered inactive if the value is not reach. Limit_for_ok: The KPS is once again considered OK if the virtual KPS is active and the limits reached; otherwise not ok. The resulting state of a virtual KPS is calculated as follows from the subordinate physical KPS: inactive if Sum(weights of inactive KPS)/Sum(weights) > limit_for_active else ok if Sum(weights of ok KPS) / (Sum(weights of ok-kps) + Sum(weights of not-ok- KPS)) >= limit_for_ok else not ok Enter formula 1. Select Edit > Formula. 2. Enter the corresponding values for the OK limits as well as the liumit for active. 3. Click OK. Note These limits affect only the display "Green Leaf" on the taskbar and in the Eco browser. Any breach of the KPIs are always logged and can be viewed in the log viewer Building Technologies Eco Viewer

151 14.4 Edit KPS and KPI General All KPIs must be assigned upper and lower limits in order to make a meaningful evaluation of your plant. A message is sent out for the KPI if this limit is exceeded. If multiple KPIs are available for a function, another message is sent to the KPS object based on the weighting of the faulty KPIs. KPI weighting can only be edited on automation stations with the appropriate tool. You can influence KPS weighting to propagate states in the Eco browser. We recommend weighting since not all objects require the same amount of energy. Without weighting, the smallest breach triggers propagation to the top. This Eco browser weighting is only relevant to the display in Desigo Insight. Eco Viewer Edit KPI Log database Overall Performance Limit bottom Limit top Value display Log message Enable State display Edit KPS weighting T Monitored value KPI Quality Weighting KPI 1 KPS Automation station XWORKS plus KPS weighting You can define weighting for each KPS on the Eco browser. The default setting for each object is In the Eco browser, select the desired object hierarchy. All underlying objects are displayed in the object list. 2. In the Weighting column, select the appropriate field. 3. Enter the weighting. In the Edit column, the edit symbol only appears when you edit the next object. Building Technologies Eco Viewer

152 4. Edit additional objects and click OK. Note KPI weighting Edit KPI limits The edit symbols are no longer displayed if you close the edit pane with OK and then re-open it. Only XWORKS plus can edit weighting. The enters values for KPI limits trigger a log message when breached. The informaiton is reported to the KPS as an abnormal state (depending in KPI weighting). 1. In the Eco browser, select the desired object hierarchy. All underlying objects are displayed in the object list. 2. Select the object. 3. Click the appropriate field in the Limit bottom column. 4. Enter weighting. In the Edit column, the edit symbol only appears when you edit the next object. 5. Highlight the object for edit in the Limit top column. 6. Edit additional objects and click OK. Note The key performance indicator does not describe the value for monitoring. A monitored value can have multiple Key Performance Indicators, e.g. daily minimum, daily maximum, or daily average. Display log messages Any changes to limits are saved in the log database and can be queried using a filter. 1. Select the appropriate KPI. 2. In the Log messages, click the link View. 3. The log viewer opens and displays the filtered results Building Technologies Eco Viewer

153 14.5 Print and export Print 1. Select the object hierarchy for print. 2. Select a filter as needed (All, not OK or inactive). 3. Click. The print preview opens. 4. Select output: Print Export Excel PDF Word 5. Print or save the print preview Eco display in plant viewer Display ECO information 1. Right-click the plant viewer taskbar. 2. Select Energy Monitored elements. Available ECO information is displayed on the graphics page. Building Technologies Eco Viewer

154 14-16 Building Technologies Eco Viewer

155 15 Backup project General Caution Backup process Backup storage media To retain the value of your plant, it is absolutely necessary to backup a project at regular intervals. The operator, and not Siemens Building Technologies, is responsible for backing up project. Siemens Building Technologies assume no liability for loss of data. Data is stored in data bases and are maintained and administered from one level of SQL server on a local or remote management station or Windows-Server. The storage media should have sufficient capacity to backup the entire backup project since project data cannot be divided during the backup process (except Extended backup and restore for experts). Possible backup media are: Magnetic optical drives Zip drives 120MB diskettes File server Not supported are: CD drives 1.44 Mb diskettes File name Backup rights The backup files have the extension.ipa together with the following convention: <ProjectName>.<Year>>.<Month>.<Day>.<Hour>.<Minute>.<Second> i.e. "Siemens ipa" is a backup copy for the "Siemens" project created on February 20 at 13:18. To back up a project, you must be a member of the group "Desigo Insight Backup Operators". 1. From the Windows taskbar, select Start > Settings > Control Panel > User Accounts > Change account type. 2. Select the User tab and click Add. 3. Click Browse and select the user. 4. Click OK > Next. 5. Select Others in the Add new user dialog box. Building Technologies Backup project

156 6. Select Desigo Insight Backup Operators in the dropdown list box. 7. Click Finish > OK to save the user. Saving a project 1. Double-click the Project Utility icon on your desktop OR Start > Programs > Desigo Insight Vx.x > Project Utility. 2. Select Open this catalog now and click OK. 3. Select the project to be banked up in the Project Utility (generally the active project). 4. On the toolbar, click or select Project > Backup Click the corresponding checkbox in the Project Backup Wizard and click Next >. 6. Enter the project backup description and click Next >. 7. Select the Backup the Project Now and create a file name and default path. 8. The project backup path default corresponds to the select project path in the..\drop\backup\...folder. You can change the destination and file name by clicking Browse... and selecting another folder from the normal dialog field. 9. Click Finish. After starting the backup process, a dialog box appears with information on the individual steps Building Technologies Backup project

157 10. Prior to closing the dialog box, make sure that each step of the project backup process was completed successfully and check the backup folder. Click Close. 11. Click File > Exit. Note When you enter a storage location on a network, make sure to enter the path and that the SQL Server Manager has rights to the target folder and common access Schedule automatic processes Overview Important Create script files Project Utility processes can be completed based on time/date together with the script files. Project Utility must be executed on the project data server where the SQL Server Express Manager is operating. SQL Server Express Manager have all rights to access backup target folders. 1. Execute the desired process, e.g. Backup Project in the Project Utility and enter the desired description for this process (in this example Backup Trend and Log). 2. Select Generate a backup-script in the Process Wizard. 3. Click Finish. 4. Project Utility now creates a script file (*.js) with the name assigned by you and the storage location. The script files to be created can be automated and executed according to a time plan as described below. Building Technologies Backup project

158 Setting up the Scheduled Tasks application Windows 7 has a scheduled task application to automate project backups. Requirements as of Desigo V5.0 A file WScript.exe.config must be created and copied to the System32 folder for JS script to run under Windows 7. <?xml version="1.0" encoding="utf-8"?> <configuration> <startup uselegacyv2runtimeactivationpolicy="true"> <supportedruntime version="v4.0"/> </startup> </configuration> Create task 1. Select Start Control Panel > System and Security > Administrative Tools.. 2. Double-click the Task Scheduler. 3. Select Create Basic Task. 4. Enter a name for the task and click Next>. 5. Select the task trigger for the corresponding option, e.g. weekly and click Next>. 6. Enter the appropriate information and click Next> Building Technologies Backup project

159 7. Select the option Start a program and click Next>. 8. Enter the path of the program to start and click Next>. 9. Click Finish to add the task to the Windows scheduler. Building Technologies Backup project

160 10. Right-click the task and select Properties. Edit the setting to Windows 7 and user log on as well as needed. 11. Click OK. 12. Enter the user password and enter OK. 13. Test the settings. Note There is no button in the taskbar for project backup Building Technologies Backup project

161 16 FAQ 16.1 Alarm handling What if the management station is switched off? What if Desigo Insight is stopped on the management station? What if Desigo Insight is running but there is no user logged in? What happens if I close Alarm Router? Why doesn t anything appear in Alarm Router pending jobs? How do I delete a queue of messages? In the case of a stand-alone management station, all routing is suspended. Alarms are buffered in the PX automation stations, so that upon restart, they all are routed to receivers as usual. Their time stamps are the time of alarm event, not of reception at the management station or receiver. The PXM10 / PXM20 continue to provide an alarm interface irrespective of the management station status. In the case of as multiple management station installation, one management station is usually engineered as the main event router. So long as that is still operational, the alarm and event handling system is as well. This is the same as the case above. All routing continues; pop-ups are displayed and warning sounds played. You may think that you can shut down Alarm Router (using the x field in the righthand corner of the Alarm Router window), but in reality it continues to run in the background. The table makes little sense for Printing: Printer jobs are transferred to the Windows printer task, and this transfer is too fast for this table to show the job. There is occasionally a pool for pager, or fax messages. This is particularly the case when a delay is built into the Alarm Routing table. So you have a queue of useless messages. The deletion method depends upon the message receiver. Printers Delete takes place by the printer handler in Windows: Double-click the printer symbol at the bottom right on the taskbar. You can delete printing jobs from the list displayed. Fax These are too fast to be buffered in the Alarm Router pending messages list. The Windows fax window can be displayed by clicking the Fax icon that appears (like a Printer icon) in the bottom right hand of the windows taskbar. From here you can Click End fax call to stop transmission. Pager Here it may be possible to delete the items from the pending list: Building Technologies FAQ

162 Once the mail has been transferred to the SMTP server, you have no chance to delete the message. The final recipient must delete them from their In-tray. What is Priority in the Alarm Routing Table? What are Routing Texts in message groups? How do I modify the priority of a system or user event? In the case that a large number of messages to a single receiver may be buffered by Alarm Router, that is they appear in the Pending Jobs table, then it is possible to assign a priority to the routing. In this way a Fire alarm message can be assigned a high priority and in the event of a queue it is sent to the top of the queue. However, as Alarm Router generally handles routing tasks quickly, so that a significant queue does not arise in the Pending Jobs Table, this option is rarely necessary. This additional option, mentioned in message group configuration is rarely used. With it you are able to scan the Routing Text element of an alarm message for a text string such as Fire and, if found, this activates the message group with this text as a Routing Text. All messages with Fire could thus be routed to a special device. It is employed when the classification by priority does not suffice. The router text must be added via the Object Viewer which results in additional Engineering. You can modify this via System Configurator, under Desigo Insight Building Automation System Properties > Event Priorities: 1. Highlight an event 2. Set a priority 16-2 Building Technologies FAQ