User's Guide to PowerPort 1.3

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1 User's Guide to PowerPort 1.3 Contents What is PowerPort?...1 Supported Communications...2 Requirements for Installing PowerPort...2 Installing PowerPort...2 Starting PowerPort...5 Modes of Operating PowerPort...6 Logging On to PowerPort...7 Configuring PowerPort for Communication with a Device...9 Connecting to and Disconnecting from a Device in On-Line Mode...13 Starting and Stopping Off-Line Mode...14 Overview of the Configuring and Communicating Capabilities of PowerPort...15 Display Setpoints...15 Change Setpoints...20 Working With Plug n' Play Setpoints...29 Saving and Loading Plug n' Play Setpoint Configuration Data...37 Monitor & Control...41 Motor Start Profiles...47 Meter Points...51 Exiting PowerPort...54 What is PowerPort? PowerPort is a portable, scaled-down version of the flexible and powerful PowerNet Power Management Software. Whereas PowerNet communicates with multiple Eaton Corp. Cutler- Hammer devices over an INCOM network, PowerPort communicates with one device at a time via a direct connection. With PowerPort, you can configure a single device and view both real time and historical data from that device. 1

2 Supported Communications PowerPort communicates directly with a Cutler-Hammer INCOM device via a connection to either a network interface device (MINT, PMCOM5, RS-232 PONI) or an RS-232 port on the device. PowerPort supports communication with a subset of Cutler-Hammer INCOM devices. For a complete list, see either the Type drop-down menu in the Device section of the main window of PowerPort or the Cutler-Hammer web site, Requirements for Installing PowerPort Installing PowerPort PowerPort cannot be installed on a computer on which PowerNet Software is already installed. The computer on which you install PowerPort must have a Windows 98, NT, or 2000 operating system. Accordingly, you will need some basic knowledge about working in the Windows environment. PowerPort requires an IP address to run. If the computer on which you will install PowerPort does not have an IP address (e.g., a stand-alone laptop), please specify one. Contact your Network Administrator for help. To run PowerPort, you need first to download it from the Cutler-Hammer web site, To install PowerPort after downloading it, select as its host a computer that meets the requirements indicated in Requirements for Installing PowerPort. Then complete the following steps. PowerPort only takes a few minutes to install. But should you need to stop, you will have the option to cancel the installation at every step of the process. 1. Close all open applications before installing new software. 2. Locate the PowerPortInstall.exe program in the directory to which you downloaded it on your computer. 3. Double-click the program. The Unpacking PowerPort window displays. 2

3 4. Wait for the unpacking process to complete itself. The InstallShield Wizard window displays. 5. Wait for the setup program to complete the installation of InstallShield Wizard. The PowerPort Software Setup Program opens and displays its Welcome window. 6. Click Next. The Choose Destination Location window displays. 3

4 7. the Destination Folder to which PowerPort will be installed. If you want to install PowerPort elsewhere, click Browse. If the default destination is acceptable, skip to Step 9. The Choose Folder window displays. 8. Scroll through your computer s directories and folders, select the one into which you want to install PowerPort, and click OK. The Choose Destination Location window redisplays, with your selected folder indicated in the Destination Folder section. 9. Click Next. The Copying PowerPort Files window displays. 4

5 10. Wait for the setup program to complete its copying process. The InstallShield Wizard Complete window displays. 11. Select the Yes, I want to restart my computer now radio button. Important Ensure that you have closed all applications before continuing the installation. If you have inadvertently left an application open, select the No, I will restart my computer later radio button, then close the open application and restart your computer from the Windows Start button. Restarting a computer while applications are running might affect how well the applications work. 12. Remove any disks that are in your computer s drives. (If any are present during the restart process, Windows will display an error message indicating that it cannot restart the computer until the disks are removed.) 13. Click Finish. Starting PowerPort Important It is necessary to restart your computer after installing any new program to ensure that the program runs correctly. The setup program restarts your computer and displays PowerPort's readme.txt file. You can find PowerPort installed in either the default directory (C:\PowerPort) or the directory that you selected in Step 8. In addition, you can find PowerPort in the Programs group on your Windows Start button. To start PowerPort, click Start on your Windows computer and select PowerPort from the Programs menu. 5

6 When you first start PowerPort, the program opens with the on-line radio button selected; but you are neither connected to a Cutler-Hammer INCOM device nor logged on to PowerPort. Modes of Operating PowerPort When using PowerPort, you can be logged on or not logged on and working on-line or offline. Logged on and not logged on are terms that refer to your user privileges. That is, you are only permitted to change device setpoints and execute device controls if you have certain user 6

7 privileges in PowerPort; and the log-on process is how PowerPort verifies your user privileges. On-line and off-line are terms that refer to the relation between PowerPort and the Cutler- Hammer INCOM device that is configured in PowerPort. That is, if you are working on-line, PowerPort is communicating with the device; and if you are working off-line, PowerPort is not communicating with the device but only with files containing information about it. PowerPort has three modes of operation: on-line and logged on, on-line and not logged on, and off-line (whether you are logged on or not does not matter). What You Can Do in Each Mode In on-line mode, you communicate with a Cutler-Hammer INCOM device via a network interface. If you are in on-line mode and logged on, you can monitor real-time device data, display and change device setpoints, and execute device controls. If you are in on-line mode but not logged on, you can only monitor real-time device data and display device setpoints. In off-line mode (whether logged on or off), you work only with files (i.e., configuring new setpoints for a device or viewing and printing previously saved setpoints for, or data from, a device). Logging On to PowerPort Typically, you will begin your PowerPort session by logging on. However, you can log on to PowerPort at any point in a session. It is possible to run PowerPort without logging on. See the section What You Can Do in Each Mode on Page 7. To log on to PowerPort, complete the following steps. 1. Select Log On from the System menu. The PowerPort Log On window displays. 7

8 2. Enter your PowerPort Password in the text box and click OK. If this is the first time you are running PowerPort, the default password is ADMIN. PowerPort logs you on and returns you to the main window to begin your session. There is no log-off option separate from exiting PowerPort. Refer to Exiting PowerPort on Page 54. How You Can Tell Whether You Are Logged On or Not Whether or not you are logged on is indicated by the appearance of the Log On menu option on the System menu in the upper left corner of the main window of PowerPort. If you are not yet logged on, the Log On option is active (i.e., black and capable of selection). If you are already logged on, the Log On option is inactive (i.e., grayed out and incapable of selection). Changing Your Password If this is the first time that you are running PowerPort, you may want to change the default password (ADMIN) to a more secure one. Important You can only change your password if you are logged on to PowerPort. If you are not logged on, the Change Password option in the System menu in the main window of PowerPort is inactive (i.e. grayed out). To change your PowerPort password, complete the following steps. 1. Log on to PowerPort. 2. Select Change Password from the System menu in the main window of PowerPort. The Change PowerPort Password window displays. 3. Enter the current password in the Old Password text box. 4. Enter the new password in the New Password text box. 5. Enter the new password again in the Confirm New Password text box. 6. Click OK. 8

9 PowerPort changes your password and returns you to the main window to begin or continue your session. Configuring PowerPort for Communication with a Device You configure PowerPort for communication with a particular Cutler-Hammer INCOM device by providing the appropriate information in the Device and Communication sections of the main window of PowerPort. Important The information that you provide in the Device and Communication sections of the main window of PowerPort must match the settings on your network interface (i.e., your RS-232 PONI, MINT, or PMCOM5). If you need information about your network interface, you can download free instructional leaflets from Cutler-Hammer s web site, Configuring the Device To configure a device in the Device section of the main window of PowerPort, complete the following steps. 1. From the Type drop-down menu in the Device section of the main window of PowerPort, select your device. 2. In the Address text box, enter the hexadecimal address of the device. If you are connecting to a device mounted with an RS-232 PONI, there is no address to enter here: simply leave the box blank. If the device to which you are connecting is an IQ Multipoint Energy Submeter and you want to change its address, follow the steps described in the section entitled Changing the IQ Multipoint Energy Submeter's INCOM Address on Page In the Description text box, enter your company's description or name for the particular device. Configuring Communications You need to select settings in more or less of the Communication section of the main window, depending on the mode in which you will be working and the network interface you will be using. Configuring Communications for Off-Line Mode If you intend to work in off-line mode, you need not configure all of the Communication section in the main window of PowerPort. You need only select, from the Port drop-down menu, a com port that is valid for your PowerPort computer. 9

10 Do so before you click the Off-line radio button, because clicking that button renders all the fields in the Communication section inactive (i.e., grayed out). For further information on working in off-line mode, see Starting and Stopping Off-Line Mode on Page 14. Configuring the Port and Network Interface for Communicating in On- Line Mode If you intend to work in on-line mode, you will need to select a valid com port for your PowerPort computer and its network interface type. To do so, complete the following steps in the Communication section of the main window of PowerPort. 1. From the Port drop-down menu, select the com port on the PowerPort computer by which PowerPort will communicate with the device. 10

11 2. From the RS-232 Type drop-down menu, select the network interface being used to connect the device to the PowerPort computer. Some devices [for instance, the FP-5000 and the IQ Multipoint Energy Submeter have a built-in RS-232 port]. If you are connecting to such a built-in port, select Internal. Configuring Baud Rate, Handshake, Stop Bits, and Ack/Nack for Communicating in On-Line Mode Via a MINT If you intend to work in on-line mode and if your network interface is a MINT, you must perform the following steps. If you intend to work in on-line mode but your network interface is not a MINT, the drop-down menus referred to in the remaining steps will be inactive (i.e., grayed out). To configure baud rate, handshake, stop bits, and Ack/Nack for a MINT, complete the following steps in the Communications section of the main window of PowerPort. 1. If your network interface is a MINT, then select, from the Baud Rate drop-down menu, the baud rate at which your network interface conducts communications. Important If the INCOM device with which you will be communicating is an FP-5000, and if the RS-232 type is Internal, the Baud Rate field will be active (i.e. selectable). In this field, select the same Baud Rate as is set on the device faceplate. 2. If your network interface is a MINT, then select, from the Handshake drop-down menu, the handshake signal (if any) used by your PowerPort computer and the network interface to control the flow of their communications. 3. If your network interface is a MINT, then select, in the Stop Bits section, the radio button (1 Stop Bit or 2 Stop Bits) that designates the stop bits used by the network interface. 4. If your network interface is a MINT, then select the Use Ack/Nack (i.e., acknowledgement/no acknowledgement) check box if you want the MINT to signal whether or not it has received data sent to it from PowerPort. Changing the IQ Multipoint Energy Submeter's INCOM Address Before you change an IQ Multipoint Energy Submeter s INCOM address, you must configure device communications in the main window of PowerPort. 11

12 To configure communications and then change the address, complete the following steps. 1. From the Port drop-down menu, select the port on the PowerPort computer by which PowerPort will communicate with the IQ Multipoint Energy Submeter. 2. From the RS-232 Type drop-down menu, select the network interface being used to connect IQ Multipoint Energy Submeter to the PowerPort computer. Steps 3-6 need only be performed if your network interface is a MINT. If your network interface is not a MINT, the drop-down menus referred to in the remaining steps will be inactive (i.e. grayed out). 3. Select 9600 from the Baud Rate drop-down menu. 4. Select None from the Handshake drop-down menu. 5. Select the 1 Stop Bit radio button. 6. Make sure that the Ack/Nack check box is not selected. 7. In the upper right section of the main window of PowerPort, select the On-line radio button. Important Do not click the Connect button before changing the IQ Multipoint Energy Submeter's INCOM address. PowerPort cannot change the address while using it to communicate with the device. 8. From the System menu, select Change Device's INCOM Address. 12

13 The Change Device's INCOM Address window opens and displays the current address of the device in the INCOM Address field. 9. Enter the new address in the INCOM Address field. The range of acceptable addresses is indicated just below this field. 10. Click Set Address. If your address was accepted, a confirmation window displays. 11. Click OK. The new address displays in the Address field in the main window of PowerPort. Connecting to and Disconnecting from a Device in On-Line Mode After logging on (or not), and after configuring PowerPort to communicate with one particular Cutler-Hammer INCOM device, you must decide whether you want to work in online or off-line mode. Before beginning your on-line session, verify that the network interface is physically connected to both the com port of your PowerPort computer and to the INCOM device. This section concerns selecting to work in on-line mode, and connecting to and disconnecting from a device in that mode. Bear in mind your options. If you select on-line mode when logged on, you can monitor real-time device data, display and change device setpoints, and execute device controls. If you select on-line mode when logged off, you can only monitor real-time device data and display device setpoints. Beginning to Work in On-Line Mode To begin working in on-line mode, complete the following steps. 1. In the upper right section of the main window of PowerPort, select the On-line radio button. 13

14 2. Click Connect. PowerPort connects to the device specified in the Device section of the main window of PowerPort. The on-line/off-line radio buttons become inactive (i.e., grayed out), because you cannot switch between on-line and off-line modes while connected to a device. In addition, the Connect button changes into a Disconnect button, the Status field indicates the status of the INCOM device, and the Reason field indicates the reason for the status. Ending Your On-Line Session When you are done working in on-line mode, click Disconnect. PowerPort disconnects from the INCOM device, the on-line/off-line radio buttons become active again, and the Disconnect button changes back into a Connect button. Finally, the Status and Reason fields in the Device section of the main window display question marks to indicate that PowerPort no longer knows the status of the INCOM device because communications have ended. Starting and Stopping Off-Line Mode After logging on (or not), and after configuring PowerPort to communicate with one particular Cutler-Hammer INCOM device, you must decide whether you want to work in online or off-line mode. This section concerns starting and stopping off-line mode. Bear in mind that if you select offline mode, regardless of whether you are logged on or not, you will only be able to work with files (i.e., configuring new setpoints for a device or viewing and printing previously saved setpoints for, or data from, a device). Starting Off-Line Mode To start working in off-line mode, complete the following steps. 1. In the upper right section of the main window of PowerPort, select the Off-line radio button. 14

15 2. Click Start. PowerPort starts working in off-line mode. The on-line/off-line radio buttons become inactive (i.e., grayed out), because you cannot switch between on-line and off-line modes while working in the off-line mode. In addition, the Start button changes into a Stop button and the Status and Reason fields in the Device section indicate that PowerPort is operating Offline. Stopping Off-Line Mode When you are done working in off-line mode, click Stop. PowerPort stops off-line mode, the on-line/off-line radio buttons become active again, and the Stop button changes into a Start button. Finally, the Status and Reason fields in the Device section of the main window display question marks to indicate that PowerPort does not know the status of the INCOM device because it is not communicating with it. Overview of the Configuring and Communicating Capabilities of PowerPort PowerPort performs five kinds of configuring and communicating actions, as indicated by the buttons in the bottom right corner of the program's main window. These five actions are as follows: Display Setpoints of the Cutler-Hammer INCOM device (Page 15), Change Setpoints of the device (Page 20), Working With Plug n Play Setpoints (Page 29), Saving and Loading Plug n' Play Setpoint Configuration Data (Page 37), Monitor & Control the device (Page 41), Display Setpoints View Motor Start Profiles captured by the device (Page 47), and View Meter Points of the device (Page 51). Refer to the sections on each of these buttons for details on how to use them. The Display Setpoints button functions the same regardless of whether you are logged on or not. However, it functions differently depending on whether you are on-line or off-line. When you are working on-line, you can display device setpoints for an Eaton Cutler- Hammer INCOM device currently communicating with PowerPort. When you are off-line, you can display only setpoint files. 15

16 Displaying Setpoints in On-Line Mode To display setpoints while working in on-line mode, click the Display Setpoints button in the main window of PowerPort. If PowerPort is communicating with the IQ Analyzer 6400/6600, the Setpoints Type Selection window displays. Select the Logger Setpoints radio button to view setpoints for the data logger feature of the IQ Analyzer 6400/6600; or select the Setpoints radio button to view all other setpoints. Then click OK. PowerPort uploads the current setpoints from the Cutler-Hammer INCOM device with which it is communicating, and the Setpoint Data window for that device displays. The title bar of the window indicates the particular device whose setpoints are displayed. Three information boxes just below the title bar indicate the DeviceServer (always PowerPort), the number of the device being polled (always 1) and the user-defined description of the device (as specified in the Device section of PowerPort's main window). The two columns in the middle of the window list the names of the setpoints and the current values for each one. Refer to the section Displaying Plug n Play Setpoints on Page 29 for more information about displaying Plug n' Play setpoints. Displaying Setpoints in Off-Line Mode To display a setpoints file while working in off-line mode, complete the following steps. 1. Click the Display Setpoints button in the main window of PowerPort. 16

17 If PowerPort is communicating with the IQ Analyzer 6400/6600, the Setpoints Type Selection window displays. 2. Select the Logger Setpoints radio button to view setpoints for the data logger feature of the IQ Analyzer 6400/6600; or select the Setpoints radio button to view all other setpoints. Then click OK. The Open PowerPort Off-line Setpoints File window displays. 3. If the window does not automatically open to the Windows folder in which your setpoint files are stored, browse through your Windows directories to select and open the correct folder. PowerPort provides default setpoint files for all the INCOM devices it supports, except the Digitrip 1150/1150V, the IQ Transfer, the IQ Multipoint Energy Submeter II, the Digital Input Module (DIM), Digitrip Optim 550, Digitrip Optim 750, Digitrip Optim 1050 and the ATC-400. The IQ Multipoint Energy Submeter II and DIM do not support off-line setpoints. For the Digitrip 1150/1150V, IQ Transfer, ATC-400 and Digitrip Optim 550/750/1050, you must connect to a device and save a setpoints file to read setpoints off line. The naming convention for the default files is devicetype_communication version.set. 4. Select the file that you want to display from the list of default (and any user-created) files, or directly type the file name into the File name text box. You must select a device file that matches the device type selected in the main window of PowerPort (and, if applicable, in the Setpoints Type Selection window in Step 2 above). 17

18 5. Click Open. Setpoint files that are opened under the Display Setpoints function are for viewing and printing only. To change a previously saved setpoints file, open it under the Change Setpoints function. See the section entitled Ch\anging Setpoint Files in Off-Line Mode on Page 26. The Setpoint Data window displays the file information. In off-line mode, you cannot view real-time setpoints for an INCOM device connected to PowerPort. Nor can you download any new setpoints to the device. To perform either of these actions, you must switch to on-line mode and click, respectively, the Display Setpoints button or the Change Setpoints button. The title bar of the window indicates the particular device whose setpoints are displayed. Three information boxes just below the title bar indicate the DeviceServer (always PowerPort), the number of the device whose setpoints are displayed (always 1) and the user-defined description of the device (as specified in the Device section of PowerPort's main window). The two columns in the middle of the window list the names of the setpoints and the current values for each one. 18

19 Working in the Setpoint Data Window Whether you display it in off- or on-line mode, you can perform the same actions within the Setpoint Data window. As indicated by the three buttons in this window, there are three actions that you can perform. You can print the displayed setpoints, display, if pertinent, the PONI setpoints, and close the window. For further information about device setpoints displayed in a Setpoint Data window, see the Instructional Leaflet (IL) written for that device. You can download ILs from Cutler-Hammer s web site, Displaying PONI Setpoints Currently, the Display PONI Setpoints function only works for devices communicating with PowerPort by means of a BPONI (a buffered PONI). If your configured Cutler-Hammer INCOM device is not communicating with PowerPort by means of a BPONI, the Display PONI Setpoints button is inactive (i.e., grayed out) or yields an error message if you click it. If your device is communicating with PowerPort by means of a BPONI and you click the Display PONI Setpoints button, the PONI Setpoint Data window displays. To print the PONI setpoints information, click Print. 19

20 Change Setpoints The Change Setpoints button functions differently depending on the mode in which you are working when you click it. When you are logged on and working in on-line mode, you can change the setpoints for a Cutler-Hammer INCOM device currently communicating with PowerPort. When you are working in off-line mode, regardless of whether your are logged on or not, you can change setpoint files. As a backup, you should regularly save setpoint configurations to files whenever making changes to either device setpoints or setpoint files. See the section entitled File Save on Page 25. The Change Setpoints button is inactive (i.e., grayed out), if you are in on-line mode but not logged on. It is inactive in this instance because you must have the appropriate user privileges to change a device s setpoints, and the log-on process is how PowerPort verifies your user privileges. Refer to the section Changing Plug n Play Setpoints on Page 33 for more information about changing Plug n' Play setpoints. Changing Device Setpoints While Logged On and Working in On- Line Mode When you begin working in on-line mode, PowerPort uploads the current setpoints of the connected Cutler-Hammer INCOM device. To change those setpoints, you can make any changes that you want directly in the Setpoints window and then download the new setpoints to the device. Or you can open a previously saved file of configured setpoints in PowerPort, make any changes that you want to that configuration, and then download those setpoints to the device. To upload the currently operative setpoints of a device, change them in PowerPort, and then download the changes to the device, complete the following steps. 1. Log on to PowerPort, select on-line mode, and click Connect. 2. Click Change Setpoints in the main window of PowerPort. If PowerPort is communicating with the IQ Analyzer 6400/6600, the Setpoints Type Selection window displays. 3. Select the Logger Setpoints radio button to view setpoints for the data logger feature of the IQ Analyzer 6400/6600; or select the Setpoints radio button to view all other setpoints. Then click OK. PowerPort uploads the current setpoints from the INCOM device connected to PowerPort, and the setpoints window displays. 20

21 The unchangeable values next to each setpoint-entry field in the setpoints window are the current setpoints of the device. These values will remain the same while you are entering new ones. 4. Change whichever device setpoints you wish by using standard Windows controls, such as selecting from drop-down menus and typing text directly into boxes. The setpoints window is different for each device and may contain buttons that, when clicked, open secondary windows displaying additional setpoints that you can change. For a description of the Plug n' Play Setpoints window, refer to Working With Plug n Play Setpoints starting on Page Click Download. The Confirm Your Selection window displays. Important The Confirm Your Selection window times out after 10 seconds, canceling any changes that you made and displaying another window informing you of the cancellation. 6. Click OK. A Working window displays, followed by a window indicating that the download was successful. 21

22 7. Click OK in the second window. PowerPort has downloaded the new setpoints to the currently connected device, and the setpoints are operative. The changes you make in the setpoints window do not affect the device until you click the Download button. File Load Rather than manually change all the setpoints in the setpoints window and then download the resulting configuration to the device currently connected to PowerPort, you can load a previously saved setpoints configuration file into the setpoints window and download those setpoints to the device. To load and download a previously saved setpoints file containing a configuration for the type of device currently connected to PowerPort, complete the following steps. 1. Log on to PowerPort, select on-line mode, and click the Connect button. 2. Click the Change Setpoints button in the main window of PowerPort. If PowerPort is communicating with the IQ Analyzer 6400/6600, the Setpoints Type Selection window displays. 3. Select the Logger Setpoints radio button to view setpoints for the data logger feature of the IQ Analyzer 6400/6600; or select the Setpoints radio button to view all other setpoints. Then click OK. 22

23 PowerPort uploads the current setpoints from the INCOM device connected to PowerPort, and the setpoints window displays. 4. Click File Load. The Open window displays. 5. If necessary, browse to the directory containing your PowerPort setpoint files. 6. Select a configuration file for the type of device currently connected to PowerPort. 23

24 7. Click Open. PowerPort displays the configuration information in the setpoints window. If you like, you can make changes to the setpoints loaded from the file before downloading them to the device. 8. Click Download. The Confirm Your Selection window displays. 24

25 Important The Confirm Your Selection window times out after 10 seconds, canceling any changes that you made and displaying another window informing you of the cancellation. 9. Click OK. A Working window displays, followed by a window indicating that the download was successful. 10. Click OK in the second window. PowerPort has downloaded the new setpoints to the currently connected device, and the setpoints are operative. The changes you make in the setpoints window do not affect the device until you click the Download button. File Save To save setpoint configurations, complete the following steps. 1. Once you have selected all the setpoint values you desire in the setpoints window, click File Save. The Save As window displays. 25

26 2. In the File name text box, type a name for the file. For ease of finding them again after you have accumulated various configuration files, you should probably include the device name in the file name. The extension,.set, will be automatically assigned to the file. 3. Click Save. PowerPort saves the setpoints to the file in the selected directory. Cancel If you click Cancel, PowerPort closes the setpoints window without making any changes to the setpoints. A confirmation window displays indicating that no changes were made. Ch\anging Setpoint Files in Off-Line Mode You can change setpoint configurations that you have saved to files while working in off-line mode, regardless of whether you are logged on or not. To do so, complete the following steps. 1. Click Change Setpoints in the main window of PowerPort. If PowerPort is communicating with the IQ Analyzer 6400/6600, the Setpoints Type Selection window displays. 26

27 2. Select the Logger Setpoints radio button to view setpoints for the data logger feature of the IQ Analyzer 6400/6600; or select the Setpoints radio button to view all other setpoints. Then click OK. The Open PowerPort Off-line Setpoints File window displays. PowerPort provides default setpoint files for all the INCOM devices it supports, except the Digitrip 1150/1150V, the IQ Transfer, the IQ Multipoint Energy Submeter II, the Digital Input Module (DIM), Digitrip Optim 550, Digitrip Optim 750, Digitrip Optim 1050 and the ATC-400. The IQ Multipoint Energy Submeter II and DIM do not support off-line setpoints. For the Digitrip 1150/1150V, IQ Transfer, ATC-400 and Digitrip Optim 550/750/1050, you must connect to a device and save a setpoints file to read setpoints off line. The naming convention for the default files is devicetype_communication version.set. 3. Browse to the directory containing the setpoints file that you want to change. 4. Select the file or type its name into the File name text box. 5. Click Open. PowerPort opens the selected file into the setpoints window. 27

28 Although the Download button in the setpoints window never displays as grayed out (i.e., inactive), it is in fact inactive when you are working in off-line mode. (PowerPort cannot download to a device in off-line mode, because it is not communicating with any device.) If you click Download, a confirmation message will display, but it will be followed by an error message. 6. Make any changes that you want in the setpoints window. 7. Click File Save. The Save As window displays. 8. Enter a distinct name for the configuration file in the File name field and click Save. PowerPort saves the revised configuration and returns you to the setpoints window. 9. To edit and save another file, click File Load and repeat steps 2 through

29 Working With Plug n Play Setpoints Plug n' Play setpoints are organized into groups. A setpoint group is a logical collection of setpoints that are functionally related and can be independently updated. The setpoints in a group are arranged into one or more setpoint blocks. A block of setpoints defines information or is used to perform a particular function (such as set up schedules or define configurations). Displaying Plug n Play Setpoints To display the setpoints of a particular device, complete the following steps. 1. From the PowerPort main window, click Display Setpoints. The Uploading Setpoints from Device progress box displays. When the upload is complete, the Setpoints window displays. This window displays information about the device and the setpoint groups that have uploaded. The title bar and main node description in the tree control (left pane) indicate the device type for which setpoints are displayed. The left pane of the sample window lists all groups of IQ Multipoint Energy Submeter II setpoints in a tree structure. Click to expand a group node in the tree to view the group's list of blocks. The following fields display at the top of the window. DeviceServer Always PowerPort. 29

30 Device The device description. Firmware Version The device's firmware version and revision. Comm Version The device's communication version. Plug n Play Version The device's Plug n' Play version. Sequence # The device's current setpoints sequence number. The device increments this value every time setpoints are saved. Detailed information about each setpoint group displays in the right pane. Each group is listed in numeric order and is described in the following columns. # (Number) The setpoint group's number. Description Brief text description identifying the setpoint group. Help Text Text providing a more detailed description of the setpoint group's contents or values. 2. To view setpoints for a specific group, click to select the group in the tree or click the group in the spreadsheet view of the list, then click Next. The Uploading Setpoints from Device progress box displays. When uploading is complete, the setpoint blocks are listed in the spreadsheet view. Detailed information about each setpoint block displays in the right pane. Each block is listed in numeric order and is described as follows: 30

31 # (Number) The setpoint block's number. Description Brief text description identifying the setpoint block. Help Text Text providing a more detailed description of the setpoint block's contents or values. 3. To view setpoints for a specific block, click to select the block in the tree or click a block in the spreadsheet then click Next. The setpoints for the block display in the spreadsheet. Each setpoint is listed in numeric order and is described as follows. # (Number) The setpoint s number. Description The setpoint s name. Present Value The setpoint s current value. Units Engineering unit of measure (such as minutes, amps or VARs). Help Text A detailed text description of information associated with the setpoint, such as instructions, requirements or dependencies. 4. To view the next block's setpoints, click Next. Click Back to view the previous item in the tree. Saving Plug n Play Setpoints in Display Mode You can save the setpoints to a printable HTML file (with an.htm extension) by performing the following tasks. 1. To save setpoints to a file while in Display mode, click Save. The Save As dialog box displays. 31

32 2. Click the down arrow in the Save in field to select a folder in which to save the file. Enter the file name in the File name field and click Save. The Group Selection dialog box displays. 3. In this dialog box, click to select which groups of setpoints to save. You can select one, several or all. Click to select one or more choices. To select all groups, click Select All. 4. When you are finished making a selection, click Save. The Saving Setpoints to File progress box displays. When the process is complete, you return to the Setpoints window. 32

33 The printable HTML file contains the column "Visible," which indicates whether the setpoint is visible in the application. The Visible column contains an "X" if the setpoint is visible. The device may choose to hide from onscreen view certain non-applicable setpoints. These hidden setpoints will be listed in the printable HTML file, but the Visible column for them will be blank. Changing Plug n Play Setpoints To change the setpoints configuration of a particular device, complete the following steps. 1. From the PowerPort main window, click Change Setpoints. The Uploading Setpoints from Device progress box displays. When the upload is complete, the Setpoints window displays. This window displays information about the device and the setpoint groups that have uploaded. The title bar and main node description in the tree control (left pane) indicate the device type for which setpoints are displayed. The left pane of the sample window lists all groups of IQ Multipoint Energy Submeter II setpoints in a tree structure. Click to expand a group node in the tree to view the group's list of blocks. The following fields display at the top of the window. DeviceServer Always PowerPort. 33

34 Device The device description. Firmware Version The device's firmware version and revision. Comm Version The device's communication version. Plug n Play Version The device's Plug n' Play version. Sequence # The device's current setpoints sequence number. The device increments this value every time setpoints are saved. Detailed information about each setpoint group displays in the right pane. Each group is listed in numeric order and is described in the following columns. # (Number) The setpoint group's number. Description Brief text description identifying the setpoint group. Help Text Text providing a more detailed description of the setpoint group's contents or values. 2. To view or edit setpoints for a specific group, click to select the group in the tree or click the group in the spreadsheet view of the list then click Next. The Uploading Setpoints from Device progress box displays. When uploading is complete, the setpoint blocks are listed in the spreadsheet view. Detailed information about each setpoint block displays in the right pane. Each block is listed in numeric order and is described as follows. 34

35 # (Number) The setpoint block's number. Description Brief text description identifying the setpoint block. Help Text Text providing a more detailed description of the setpoint block's contents or values. 3. To view or edit setpoints for a specific block, click to select the block in the tree or click a block in the spreadsheet, then click Next. The setpoints for the block display in the spreadsheet. Each setpoint is listed in numeric order and is described as follows. # (Number) The setpoint s number. Description The setpoint's name. Present Value The setpoint's current value. New Value The new setpoint value to be downloaded to the device. This is the only field that you can update. If the setpoint is read-only, this field will be disabled (grayed out). Units Engineering unit of measure (such as minutes, amps or VARs). Help Text A detailed text description of information associated with the setpoint, such as instructions, requirements or dependencies. 4. Update the New Value field for any setpoint you want to change. 5. Click Next. The Downloading Setpoints to Device progress box displays. 35

36 6. If you want to cancel any updates you have made, click Cancel. A dialog box displays. Click Yes to cancel changes. Click No to keep changes and continue editing setpoints. 7. After all changes are complete, click Finish/Save. The Downloading Setpoints to Device progress box displays. The Finish Changing Setpoints dialog box displays. 8. You can select to save the setpoints to an HTML file, a binary setpoints file (.SPT), the device, or a combination of the three choices. Click to check (select) your choices, then click Save. Refer to Saving Setpoints to a Printable HTML File on Page 37 and Saving Setpoints to a Setpoints File on Page 39 for more information about saving files in these formats. 36

37 If you select Save to Device, a confirmation message box displays. Click Yes to save the changes to the device and return to the Setpoints window. If you select Yes, the main node is selected in the tree when you return to the Setpoints window. Click No to return to the Finish Changing Setpoints dialog box without saving the changes to the device. Make another selection or click Cancel to return to the Setpoints window. 9. Click Close to close the Setpoints window. Saving and Loading Plug n' Play Setpoint Configuration Data To save and load setpoint configurations, you must be in Change Setpoint mode. Refer to the following sections to learn more about these processes. Saving Setpoint Configuration Data You can save setpoint configuration data to a printable HTML file (with an.htm extension) or a setpoints file (with an.spt extension). The next two sections describe how to perform each task. Saving Setpoints to a Printable HTML File You save setpoints to a printable HTML file by using the following three methods: From the main node on the Setpoints window, click the Save button and select the Save to Printable (HTML) File menu option. From the group node on the Setpoints window, click the Save button and select the Save Group (n) to Printable (HTML) File menu option. From the Finish Changing Setpoints dialog box, click to select the Save to Printable (HTML) File checkbox. Refer to Step 7 of the instructions in the section Changing Plug n Play Setpoints, which begins on Page Click to select the option of saving the setpoint configuration data to a printable HTML file (with an.htm extension). The Save As dialog box displays. 37

38 2. Select a location and file name for the file by completing the Save in and File name fields and click Save. If you save from the main node, the Group Selection dialog box displays. 3. In this dialog box, click to select which group(s) of setpoints to save. You can select one, several or all. Click to select one or more choices. To select all groups, click Select All. When you are finished making a selection, click Save. The Saving Setpoints to File progress box displays. When the file is saved, this progress box closes. 38

39 The printable HTML file contains the column "Visible," which indicates whether the setpoint is visible in the application. The Visible column contains an "X" if the setpoint is visible. The device may choose to hide from onscreen view certain non-applicable setpoints. These hidden setpoints will be listed in the printable HTML file, but the Visible column for them will be blank. Saving Setpoints to a Setpoints File Save setpoints to a setpoints file by using the following three methods: From the main node on the Setpoints window, click the Save button and select the Save to Setpoints File menu option. From the group node on the Setpoints window, click the Save button and select the Save Group (n) to Setpoints File menu option. From the Finish Changing Setpoints dialog box, click to select the Save to Setpoints File checkbox. Refer to Step 7 of the instructions in Changing Plug n Play Setpoints, which begins on Page Click to select the option to save the setpoint configuration data to a binary setpoints file (with an.spt extension). The Save As dialog box displays. 2. Select a location and file name for the file by completing the Save in and File name fields and click Save. If you are saving from the main node, the Group Selection dialog box displays. 39

40 3. In this dialog box, click to select which group(s) of setpoints to save. You can select one, several or all. Click to select one or more choices. To select all groups, click Select All. When you are finished making a selection, click Save. The Saving Setpoints to File progress box displays. When the file is saved, this progress box closes. Loading Setpoint Configuration Data To load setpoint data from a setpoint (.spt) file to a device, perform the following tasks. 1. On the Setpoints window, click to select a group node. 2. Click Load. The Open dialog box displays. 40

41 3. In the Open dialog box, select the file to load. Click the down arrow in the Look in field to select the file location, if necessary, then click a file name to select it. 4. Click Open. The Loading Setpoints from File progress box displays. When the setpoints have loaded to the device, the progress box closes. The setpoints from the file have not yet been saved to the device. Verify that the new values for each block s setpoints are configured as you want. Monitor & Control The Monitor & Control button enables you to display real-time data from the Cutler-Hammer INCOM device connected to PowerPort and to send commands to that device. However, the Monitor & Control button functions differently depending on the mode in which you are working when you click it. When you are working in on-line mode but are not logged on, you can monitor real-time data from the INCOM device connected to PowerPort. You cannot, however, execute any device controls, because you must have the appropriate user privileges to do so and the log-on process is how PowerPort verifies your user privileges. When you are working in on-line mode and are logged on, you can both monitor realtime data from the INCOM device connected to PowerPort and execute controls for that device. When you are working in off-line mode, regardless of whether you are logged on or not, the Monitor & Control button is inactive (i.e., grayed out), because PowerPort can neither monitor nor control a device until it is in on-line mode (i.e., communicating with a device). 41

42 Monitoring Real-Time Device Data To monitor real-time device data, complete the following steps. 1. Check that you are working in on-line mode. When monitoring real-time device data, it does not matter whether you are logged on or not. 2. Click Monitor & Control in the main window of PowerPort. If the device does not support min/max values, the monitor and control window displays. If the device supports min/max values, the Monitor & Control Selection window displays. 3. If the device supports min/max values, you can do either of the following. Select the Device Values radio button and click OK. PowerPort uploads real-time data from the INCOM device and displays it in the monitor and control window. 42

43 OR Select the Min/Max Values radio button and click OK. PowerPort uploads real-time min/max values from the INCOM device and displays them in the monitor and control window. 43

44 You can have a device values window and a min/max values window open at the same time. To open the second window, drag the first out of the way, click Monitor & Control again, select the other radio button, and click OK. The monitor and control window has the same design whether it displays device values or min/max values. The title bar of the window indicates the type of the device with which PowerPort is currently communicating, and the Description field just below the title bar indicates the user-defined description of that device. (Both the type and the description appear as specified in the main window of PowerPort.) The Status field indicates the status of the device. The Reason field indicates the reason for the status. The Close button closes the monitor and control window. The Always on top checkbox, if selected, will keep the current window always on top of other windows that you may open during your PowerPort session. The tabs that display below this information vary according to which device you are monitoring. The Quick Tab Select drop-down menu provides an alternative way to select a tab to view. The Execute Control button (and the drop-down menu to the left of it) and the Control tab enable you to control the connected device, sending it commands that will take immediate effect. For information on how to use the Execute Control button and the Control tab, see the section entitled Executing a Device Control on Page 44. Important Do not press the Enter key when the monitor and control window is open. Doing so may result in PowerPort freezing. If PowerPort freezes up, you can use the Windows Task Manager (Ctrl-Alt- Delete) to shut down PowerPort. Then you will need to restart PowerPort. Executing a Device Control The Execute Control button enables you to control a device. You select which commands to send a device differently, depending on whether or not you are working on the Control tab in the monitor and control window. The Execute Control Button on Tabs Other Than the Control Tab On tabs other than the Control tab, the Execute Control button appears with a drop-down menu to the left of it. The drop-down menu lists controls that are specific to the currently displayed tab. If the Execute Control button and the drop-down menu are inactive (i.e., grayed out), that means that there are no controls associated with that tab. To execute such controls, complete the following steps. 1. Click the drop-down menu s arrow (just to the left of the Execute Control button). The controls specific to the currently displayed tab display in the drop-down menu list. 44

45 2. From that list, select the command that you want to execute. The selected control displays in the drop-down menu field. 3. Click the Execute Control button. A confirmation message displays, asking you whether you want to execute the selected control. 4. Click Yes. PowerPort executes the control and displays a window confirming that the control was executed. If you attempt to execute a control without having logged on to PowerPort, an error message will display. 5. Click OK. 45

46 The Execute Control Button on the Control Tab The Control tab lists all controls that can be executed for a specified device and enables you to execute them. To execute device controls from the Control tab, complete the following steps. 1. Click the Control tab in the monitor and control window. The Control tab displays. 2. Select a control to execute. 3. Click Execute Control. A confirmation message displays, asking you whether you want to execute the selected control. 4. Click Yes. PowerPort executes the control and displays a window confirming that the control was executed. 46

47 If you attempt to execute a control without having logged on to PowerPort, an error message will display. 5. Click OK. Motor Start Profiles If the Cutler-Hammer INCOM device configured in the main window of PowerPort is an MP- 3000, you can click the Motor Start Profiles button to view motor start profiles captured by that device. The Motor Start Profiles button functions differently depending on whether you are working in off-line or on-line mode; but it does not matter whether you are logged on or not. If you click the Motor Start Profiles button while working in on-line mode, PowerPort will upload any new motor start profiles from the INCOM device and you can view these as well as any profiles that have been previously saved as files. If you click the Motor Start Profiles button while working in off-line mode, you can view motor start profiles that have been previously saved as files. If the MP-3000 device captures any motor start profiles while you are on-line and have the Motor Start Profile window open, they will not automatically display in that window. To view profiles that are captured while you are working in the Motor Start Profile window, you will need to refresh that window by closing and reopening it. Working in the Motor Start Profiles Window When you click the Motor Start Profiles button, the Motor Start Profiles window displays. The list box in the main window lists the motor start profile files that are available for viewing and the date and time when the motor start occurred. The Current Path field indicates in which directory these files are stored on your computer. 47

48 The five buttons name the five actions that you can perform in the Motor Start Profiles window. The Close button simply closes the Motor Start Profiles window. The actions associated with the other four buttons are explained in the following sections. The Browse Button If you click Browse, the Browse for Folder window displays. You would use this button if you have stored your Motor Start Profile files in more than one folder or directory on your computer. The Delete Button To delete a particular Motor Start Profile, complete the following steps. 1. Select the file. 2. Click Delete. A confirmation window displays. 48

49 3. Click Yes. PowerPort deletes the selected file. The Save As Button The default file names that PowerPort assigns to Motor Start Profile files consist of alphanumeric text that will have little meaning to your firm's particular needs. Therefore, Cutler-Hammer recommends that you use the Save As button to rename Motor Start Profile files with names that have meaning to you. To do so, complete the following steps. 1. Select the file. 2. Click Save As. The Save Motor Start Profile window displays. 3. If you do not want to save the file in the directory currently displayed in the Motor Start Profiles window, browse to the desired directory. 4. Enter a new name for the previously selected Motor Start Profile file in the File name field. 49

50 5. Click Save. PowerPort saves the profile with the new name in the selected directory. The Display Button To display a Motor Start Profile graph, complete the following steps. 1. In the Motor Start Profiles window, select the profile file that you want to display. 2. Click Display, or double-click the selected file.powerport displays the Motor Start Profiles graph window. Working in the Motor Start Profile Graph Window The Motor Start Profile graph window includes up to three curves: the trip curve, the jam curve, and the motor start curve. The curves are distinguished by color and number. A color key displays at the bottom of the window and a number corresponding to each curve displays at the top of the graph. The vertical axis represents time (in seconds). The horizontal axis represents the current per-unit setting. 50

51 By making selections from the File and Display menus, you can print and/or control the look of the graph. The File menu enables you to print the graph and/or to set the per unit of the horizontal axis of the graph. The Display menu enables you to select or deselect any of the three curves and to choose between displaying the curves on a large grid or a small grid. Printing a Motor Start Profile Graph To print the currently displayed Motor Start Profile graph, select Print from the File menu. Setting the Per Unit on the Motor Start Profile Graph To set the per unit on the horizontal axis of the Motor Start Profile graph, select Set Chart Per Unit from the File menu. The Chart Per Unit Setting window displays. Meter Points Enter a new value in the amperes text box and click OK. PowerPort redraws the graph to conform to the new setting. Selecting Which Curves or Grid to Display To add or remove curves or to change from the small to the large grid, select the appropriate item on the Display menu. By default, the graph displays all three curves on a small grid. If the Cutler-Hammer INCOM device configured in the main window of PowerPort is an IQ Multipoint Energy Submeter or IQ Multipoint Energy Submeter II, click the Meter Point button to view the device's meter points and their values. The Meter Point button is available only when you are working in on-line mode; but for the purpose of simply monitoring meter points and values, it does not matter whether you are logged on or not. 51

52 You can execute device controls from the Meter Point dialog box (discussed below) in which a meter point's values are displayed. But to do so, you must log on. When you click Meter Point, the Meter Point dialog box displays. This dialog box lists all the unique meter points for the device [in this example, the IQ Multipoint Energy Submeter]. You can only view one meter point's values at a time. The values displayed in the Meter Point dialog box for the IQ Multipoint Energy Submeter are different than those for the IQ Multipoint Energy Submeter II. Values displayed for the IQ Multipoint Energy Submeter are in hexadecimal format. IQ Multipoint Energy Submeter II values are in decimal format. This dialog box lists all the unique meter points for the device. To view a given meter point's values, first select the meter point in the Meter Point dialog box. Click View Values or double-click the selected meter point ID to view the Current Sensor window or the Meter Point window, depending on the device you selected in the PowerPort main window. The next two sections explain each window. Current Sensor Window If you selected the IQ Multipoint Energy Submeter device, The Current Sensor window displays, open to its Overview tab. 52

53 The title bar indicates the device with which PowerPort is currently communicating. The Description field just below the title bar indicates the user-defined description of that device and, in parentheses, the meter point whose values are displayed. You can only view one meter point's values at a time. The Status field indicates the status of the device. The Reason field indicates the reason for the status. The Close button closes the Current Sensor window. The Always on top checkbox, if selected, will keep the current window always on top of other windows that you may open during your PowerPort session. The Quick Tab Select drop-down menu provides an alternative way to select a tab to view. The Execute Control button (and the drop-down menu to the left of it) and the Control tab enable you to control the connected device, sending it commands that will take immediate effect. For information on how to use the Execute Control button and the Control tab, see the section entitled Executing a Device Control on Page 44. If in addition to monitoring meter points and values you also want to execute device controls from the Current Sensor window, you must log on in the main window of PowerPort. The Meter Point Window If you selected the IQ Multipoint Energy Submeter II in the PowerPort main window, the Meter Point window displays. 53

54 Exiting PowerPort It contains the same fields as the Current Sensor window, but has more tabs for viewing information. To end your PowerPort session, select Exit from the System menu of the main window of PowerPort. PowerPort logs you off and shuts down. If you want to switch from working in logged-on mode to working while not logged on, you must exit PowerPort and then restart the program from the Windows Start menu. There is no log-off option separate from exiting. 54

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