OM Operation and Maintenance Manual. Intelligent Equipment for Daikin Applied Trailblazer Air-cooled Scroll Chiller. Models: AGZ-D and AGZ-E

Transcription

1 Operation and Maintenance Manual Intelligent Equipment for Daikin Applied Trailblazer Air-cooled Scroll Chiller OM 1241 Group: Controls Part Number: Date: June 2015 Models: AGZ-D and AGZ-E

2 Table of Contents Introduction....3 Revision History...3 Reference Documents...3 Limited Warranty...3 Product Description...3 Hazard Identification Messages...3 Recognize Safety Symbols, Words and Labels...3 Login...4 Initial Login...4 Subsequent Login...5 Technician Administrator....6 Sites...6 User Profile (1)...7 System Messages (2) Create a Site (3)...14 Edit Site Name (4)...15 Add Sub-sites or Units (5)...16 Delete a Site (6)...17 Site Messages (7)...17 Quick View (8)...18 Alarm Status indicator (9) Share Whole Hierarchy (10) Details (11)...20 Unit Dashboard...22 Change Time Zone (A)...22 Refresh (B)...22 Alarm Log (C)...23 Subscription Status (D)...23 Overview Screen...24 Upcoming and Past Due Maintenance Overview Info...25 IE Documents Equipment Documents...25 Unit Overview...25 About Chiller Power Usage...25 Circuit 1 Screen...26 Compressors...26 Pressures...26 Status...26 Temperatures...26 Table of Contents Circuit 2 Screen...27 Compressors...27 Pressures...27 Temperatures...27 Evaporator Screen...27 Pumps...27 Maintenance Screen...28 Maintenance Info...29 Log Maintenance...31 Order Parts Controls Screen...33 Setup Screen...33 Network Screen...34 Setpoints Screen...34 Reports Screen...35 Customer Administrator...36 Sites...36 User Profile (1)...37 System Messages (2) Create a Site (3)...42 Edit Site Name (4)...45 Add Sub-sites or Units (5)...46 Delete a Site (6)...47 Site Messages (7)...48 Quick View (8)...49 Alarm Status Indicator (9) Share Whole Hierarchy (10) Details (11)...50 Site Dashboard Building Status...52 Setup Meters...53 HVAC Summary...56 Building Info...59 Weather...59 Comfort Index Sustainability Index...60 Equipment Metrics...61 Financial Summary...61 Performance Index...62 ENERGY STAR...62 Resources...63 OM 1241 INTELLIGENT EQUIPMENT 2

3 Introduction Revision History Hazard Identification Messages Introduction Literature Number Release Date Action OM 1241 June 2015 Initial release Reference Documents Number Company Title Source IM 1240 Daikin Applied Limited Warranty Installation Manual Consult your local Daikin Representative for warranty details. To find your local Daikin representative, go to Product Description The Intelligent Equipment solution by Daikin provides facility and equipment management, monitoring, control, analysis, and decision-making via a secure, cloud-communicating machineto-machine gateway that captures, analyzes and delivers building and equipment information, and third party content (i.e. - weather, utility, and CRM data), to a user device (smart phone, tablet, etc.) via wireless (Wi-Fi, cellular) or local area network (LAN) connection. The Intelligent Equipment solution consists of two elements: the hardware components on each unit necessary to deliver power and other data to the cloud, and the Software as a Service (SaaS) subscription necessary for retrieving that information from the cloud. Intelligent Equipment provides realtime power monitoring of the site and individual equipment. The user can view unit statuses, modes, temperatures, pressures and setpoints, and make adjustments to modes, schedules and temperature setpoints. Messages and alarms can be viewed, acknowledged and cleared. User accounts are role-based, and user interaction, including setpoint changes and clearing of alarms, is logged for later reporting. System updates can be delivered automatically from the cloud. Built-in trending tools provide easy access to unit performance history. The subscription-based SaaS is available with a Customer View, geared toward site asset management, and a Technical View, geared toward monitoring and controlling individual units. Hardware components consist of: one Machine to Machine (M2M) Gateway, one Energy Management Module (EMM), one or two Antennas, and three Current Transformers (CT s). Recognize Safety Symbols, Words and Labels The following symbols and labels are used throughout this manual to indicate immediate or potential hazards. It is the owner and installer s responsibility to read and comply with all safety information and instructions accompanying these symbols. Failure to heed safety information increases the risk of property damage and/or product damage, serious personal injury or death. Improper installation, operation and maintenance can void the warranty. CAUTION Cautions indicate potentially hazardous situations, which can result in personal injury or equipment damage if not avoided. Static sensitive components. Can cause equipment damage. Discharge any static electrical charge by touching the bare metal inside the control panel before performing any service work. Never unplug cables, circuit board terminal blocks, or power plugs while power is applied to the panel. WARNING Warnings indicate potentially hazardous situations, which can result in property damage, severe personal injury, or death if not avoided. DANGER Dangers indicate a hazardous situation which will result in death or serious injury if not avoided. Electric shock hazard. Can cause personal injury or equipment damage. This equipment must be properly grounded. Connections and service to the MicroTech III Chiller Unit Controller must be performed only by personnel knowledgeable in the operation of the equipment being controlled. NOTICE This equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with this instruction manual, may cause interference to radio communications. It has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his or her own expense. Daikin disclaims any liability resulting from any interference or for the correction thereof. 3 OM 1241 INTELLIGENT EQUIPMENT

4 Login Initial Login Upon being given access to one or more Daikin Applied units, the user will receive an directing him or her to login to the system for the first time (Figure 1). Clicking the link in the notification brings the user to a webpage prompting to create a password (Figure 2). The password should be entered, then confirmed. Clicking the Save button sets the new password. Login Figure 1: Invitation Figure 2: Setting a password at initial login After saving the newly created password, the user is prompted to select the desired user role for access (Figure 3). Users can be provided with any of four roles: Customer, Customer Administrator, Technician, and Technician Administrator. Roles are assigned by an equipment administrator based on the subscription plan purchased and the level of access desired for individual users. The difference between a standard user role and an administrator user role is that administrators can invite other users and assign them to specific equipment. An equipment administrator cannot assign a role for which the subscription was not purchased. In short, if only the Customer subscription plan was purchased for a unit, users assigned to that unit will only have access to the Customer and/or Customer Administrator roles. Figure 3: Choosing a User Role OM 1241 INTELLIGENT EQUIPMENT 4

5 Login On only the first login to a particular site, the user is asked to confirm their Account Information (Figure 4). All information should be verified, and modified as necessary. Some fields, noted by a red asterisk, are required, and must have data entered before proceeding. Clicking, Confirm, takes the user to the Site List for the particular site. Figure 4: Confirm Account Information Subsequent Login For subsequent logins, the user only need open a browser and enter the web address for the Intelligent Equipment site. As with the initial login, the user will be prompted to select a user role for access. See the Technician Administrator and Customer Administrator sections for details on managing sites. These sections also provide all instructions relevant to each of these roles. When first assigned, all units accessible by the user are grouped as, Unassigned (Figure 5). This indicates that the individual user has not assigned them to any site. The user should create a new site, then associate the unit to the site. See the See Technician Administrator on page 6 and See Customer Administrator on page 36 sections for details on managing sites. These sections also provide all instructions relevant to each of these roles. Figure 5: All units Unassigned 5 OM 1241 INTELLIGENT EQUIPMENT

6 Technician Administrator Sites After logging into the Intelligent Equipment site using either the Technician or Technician Administrator role, the User Interface (UI) will display the Sites Screen (Figure 6), which is a listing of all sites associated with the user. From this screen, individual site messages are shown, general site information, including a list of units, becomes available by clicking on the Quick View button, and more detailed site information becomes available by clicking the Details button. This page also provides the opportunity to add a site to the current hierarchy by clicking the Create Site button; see section titled, Creating a Site. Technician Administrator It is important to note that there are two types of sites available: My Sites and Shared with me. The user has control over the naming, structure, and sharing of the sites listed under MySites. The sites listed under Shared with me (Figure 7) were shared with the user by another user, and, therefore, cannot have their names or structure changed by the shared user. In addition, the shared user cannot subsequently share the site(s) with others. Total control of shared sites remains with the sharer. Figure 6: Site List Figure 7: Shared With Me OM 1241 INTELLIGENT EQUIPMENT 6

7 Technician Administrator User Profile (1) The User Profile button indicates the name of the current user, and the role that was chosen for the current login. Clicking the button reveals a list of actions associated with managing a user s profile (Figure 8). Figure 8: User Profile list of actions Administration If logged in as a Technician Administrator, this selection allows the user to provide other users access to specific units. Making this selection reveals a Units submenu. Clicking the Units submenu opens the Units Overview screen, which lists all units to which the current user has access (Figure 9). Figure 9: Units Overview screen 7 OM 1241 INTELLIGENT EQUIPMENT

8 Technician Administrator To provide a user access to a specific unit from this list, click the Invite User button. This displays the Invite User screen, which prompts the administrator to enter an address for the new user. After entering the address, clicking the search button to the right of the field begins a search for the user within the database. If the user does not exist in the database, a prompt appears asking to add the new user (Figure 10). The next screen allows the administrator to define the new user s access to one or more units (Figure 11). Remember that Admin access allows the user to invite other users to a particular unit. Once all units and roles have been selected, clicking the Submit button finalizes the process. The new user will receive an notification of the newly granted access. Figure 10: Prompt to create a new user Figure 11: Assign Units and Roles OM 1241 INTELLIGENT EQUIPMENT 8

9 Technician Administrator Reports Selecting Reports displays a list of available reports. Once a report type is selected, the screen displays several configurable parameters used to customize the report. In the case of an Operational Activity and Settings Change Report (Figure 12), the user can filter the display by user, unit, action (such as login, setpoint changes, etc.), and site. The user can also filter by a specific date range, using the Time Period configuration box. By default, all activity is displayed. By clicking the Export button, the user can generate a comprehensive list of all user activity and export the report in Comma-Separated Values (.csv) format. Figure 12: Operational Activity and Settings Change Report 9 OM 1241 INTELLIGENT EQUIPMENT

10 Technician Administrator Profile Selecting Profile, under the User Profile button, displays Account Information (Figure 13) and allows for changing personal information, address information, organizational information, and passwords. After making the desired changes, the Save button must be clicked before they take effect. Figure 13: Account Information OM 1241 INTELLIGENT EQUIPMENT 10

11 Technician Administrator Settings Selecting Settings, under the User Profile button, allows the user to choose English or Metric units of measure for display within the User Interface. Changes do not take effect until the Save button is clicked. Selecting the Alarm Schedule tab allows the user to set schedules for when alarms will be received for their user account. The user can select from the default settings, or create a new schedule. Once the Create New Schedule button is clicked, the user chooses a name for the schedule, when each category of alarms will be sent, and which units will use the new alarm schedule (Figure 14). After entering the needed information, click Create. Selecting the Alarm Escalation Rules tab allows the user to create alarm escalation rules for sending alarm notifications to addresses. The default escalation rule does not send alarm notifications. To create a new alarm escalation rule, the user clicks the Create New Rule button, then provides a name for the rule and selects a unit. After this, the user selects the escalation parameters for each category of alarm, and a target for each escalation rule (Figure 15 on page 12). Once these settings have been made, clicking the Create button completes the process. Selecting the Maintenance Schedules tab allows the user to select the maintenance schedule to apply to their units. The user can choose to apply the same schedule to all units, or apply different schedules (Figure 16 on page 12). Once the desired settings are made, clicking the Save button applies them to the units. Figure 14: Alarm Schedule 11 OM 1241 INTELLIGENT EQUIPMENT

12 Technician Administrator Figure 15: Alarm Escalation Rules Figure 16: Maintenance Schedule OM 1241 INTELLIGENT EQUIPMENT 12

13 Technician Administrator Change Role Selecting Change Role, under the User Profile button, allows the user to switch between available roles for their account (Figure 17). Figure 17: Change User Role System Messages (2) Clicking the Messages button lists the most recent messages and alarms for all units to which the user is assigned (Figure 18). The button itself indicates the number of unread user messages. The user is provided the option to click a link to view the target unit. Figure 18: System messages Log Out Selecting Log Out, under the User Profile button, logs the user out of the current session, and returns them to the Intelligent Equipment start page OM 1241 INTELLIGENT EQUIPMENT

14 Technician Administrator Create a Site (3) Clicking the Create Site button allows the user to create and structure sites. The initial screen prompts the user for a site name, and allows them to decide whether to add a unit or create sub-sites (Figure 19). Sub-sites are not necessary, but may prove useful when a site consists of multiple buildings or campuses. Clicking in the Unit field will display a list of available units from which to select. After all desired units are selected, clicking the Create Site button will take the user to the dashboard for the newly created site, displaying a list of all units assigned to the site. Figure 19: Creating a Site OM 1241 INTELLIGENT EQUIPMENT 14

15 Technician Administrator Edit Site Name (4) Clicking the Edit Site Name button allows the user to make changes to the site name after initial creation. The user can edit the name, as desired, then click the green check mark to accept the changes, or the red X to reject the changes (Figure 20). Figure 20: Editing Site Name 15 OM 1241 INTELLIGENT EQUIPMENT

16 Technician Administrator Add Sub-sites or Units (5) Clicking the Create Sub-site button allows the user to add sub-sites or units to a previously created site (Figure 21). When clicked, the screen display fields for adding units or three sub-sites, however, more can be added using the plus sign icon above the Save button. After all desired sub-sites are added, clicking the Save button, takes the user to the new list of sub-sites. When returning to the Site List, a folder icon is indicated next to the Site name, indicating that the site now has sub-sites (Figure 22). Clicking this folder icon opens the list of sub-sites. When wanting to add units, the user clicks in the Units field to select from a list of units assigned to the user. Units will only be available if there are unassigned units with the same address as the site. Once the unit(s) are added, clicking Save will add them to the unit list for the site. Figure 21: Adding Sub-site(s) or Units Figure 22: Folder icon indicating sub-sites OM 1241 INTELLIGENT EQUIPMENT 16

17 Technician Administrator Delete a Site (6) Clicking the Delete Site button allows the user to remove a previously created site. When clicked, a confirmation message appears, thereby preventing accidental deletion (Figure 23). Figure 23: Delete Site confirmation Site Messages (7) Clicking the Site Messages button reveals a list of messages associated with the site. (Figure 24). Clicking the button a second time will hide the message list. Figure 24: View Site messages 17 OM 1241 INTELLIGENT EQUIPMENT

18 Technician Administrator Quick View (8) Clicking the Quick View button reveals a list of units associated with the site, along with the alarm state and unit status for each of the units (Figure 25). Subsequently, clicking the Unit Name opens the Unit Dashboard for that unit; see section titled, Unit Dashboard, for more details. Clicking the Change Columns link within Quick View allows the user to select the columns that appear (Figure 26). Unit Status and Alarm Status cannot be modified, but the user can choose up to 6 more data fields using the Add New Column button. Once all fields are selected, clicking the Save button adds them to the Quick View table. Figure 25: Quick View Figure 26: Change Columns OM 1241 INTELLIGENT EQUIPMENT 18

19 Technician Administrator Alarm Status indicator (9) The Alarm Status indicator informs the user of alarm status for the Site. Placing the pointer over the icon indicates any active alarms (Figure 27). Figure 27: Alarm Status indication Share Whole Hierarchy (10) The Share Whole Hierarchy button allows the user to share a hierarchy with another user. The user must type an for the user with whom the hierarchy will be shared, and select whether the shared user will be an administrator. If the shared user is not selected as an administrator, all control of editing remains with the sharer. After entering the desired address, clicking the Save button adds the shared user. Multiple users can also be added at one time, by clicking the Add (plus sign) button before clicking Save. If the shared user s does not already exist in the Intelligent Equipment system, the user is prompted to choose whether to add them as a new user within the system (Figure 28). Shared users will be notified by of the hierarchy that was shared. Figure 28: Site Sharing Confirmation 19 OM 1241 INTELLIGENT EQUIPMENT

20 Technician Administrator Details (11) Clicking the Details button provides a list of units associated with the site. For each unit within this list, the user is presented with Messages, Trend View, and Alarm Status icons. Clicking the Trend View button for a specific unit displays a number of unit operating and trend parameters (Figure 29). Data can be viewed for the current hour, day, month, or year by clicking the appropriate button. Clicking the Customize button enables the Start and End Date fields, allowing the user to enter a trend for a specific date range (Figure 30). The default trend displays Evaporator Leaving Water Temperature, Evaporator Entering Water Temperature and Actual Capacity but more data points can be added to the graph by clicking the Change Data Trends button, then selecting the desired additional points (Figure 31). Selecting the Graphs button also allows the user to select from a pre-defined set of graphed points. Clicking the Quick View button a second time collapses the display. Figure 29: Operating and Trend Parameters OM 1241 INTELLIGENT EQUIPMENT 20

21 Technician Administrator Figure 30: Specific Date Range Trend Figure 31: Additional Trend Point Selection 21 OM 1241 INTELLIGENT EQUIPMENT

22 Technician Administrator Unit Dashboard The Unit Dashboard (Figure 32) allows the user to view current unit status, review the unit alarm log, modify unit setpoints and control, and monitor unit live data. Screen content is driven by button selections on the left of the User Interface (UI). The initial screen provides a comprehensive unit overview, with other buttons allowing the user to choose information specific to the condenser circuits, evaporator, maintenance recommendations, and unit controls. Not all button categories apply to all units. Figure 32: Unit Dashboard A B C D Change Time Zone (A) Clicking the Change Time Zone button allows the user to select the appropriate Time Zone for the unit, and whether to have the time automatically adjust for Daylight Savings (Figure 33). Refresh (B) Clicking the refresh button reloads the current display with updated data. Figure 33: Change Time Zone OM 1241 INTELLIGENT EQUIPMENT 22

23 Technician Administrator Alarm Log (C) The Alarm Log header lists the highest priority active alarm. Clicking the Alarm Log button allows the user to review the entire list of active and recent unit alarms (Figure 34). Each alarm provides a Date, User Name (if it was acknowledged or cleared), Alarm Type, and Alarm Status. If an alarm is no longer active and has been acknowledged, its status will show as, Clear. If an alarm is still active, but has been acknowledged, its status should read, Acknowledged. Clicking the Unit Details link returns the user to the Unit Dashboard. Clicking the Acknowledge button acknowledges whichever alarm is currently selected in the alarm list. Clicking the Send Message button allows the user to send an notification to one or more addresses (Figure 35). In addition, clicking the Change button for Alarm Escalation Rules allows the user to select a set of rules described in the User Profile section of this document. Figure 34: Alarm Log Figure 35: Send Message dialog box Subscription Status (D) This section indicates the current subscription status for the unit OM 1241 INTELLIGENT EQUIPMENT

24 Technician Administrator Overview Screen With the Overview button selected, a unit graphic is displayed (Figure 36). The user can monitor live unit status, temperatures, capacities, power, and maintenance. NOTE: The unit graphics are specific to the unit being viewed, so may differ from the images shown in this manual. Figure 36: Overview screen OM 1241 INTELLIGENT EQUIPMENT 24

25 Technician Administrator Upcoming and Past Due Maintenance A description of upcoming and past due maintenance is displayed beneath the unit graphic. Overview Info The Overview Info button is selected by default and displays the unit graphic. IE Documents Clicking the IE Documents button provides a list of manuals for the IE hardware and software, along with hyperlinks to access these documents in the cloud. Equipment Documents Clicking the Equipment Documents button provides a list of manuals specific to the unit model, along with hyperlinks to access those documents in the cloud (Figure 37). Unit Overview Clicking the Unit Overview header expands a list of current unit parameters, including Chiller Status, Chiller Capacity, Setpoints, and Evaporator Temperatures. Clicking the header a second time will collapse the list. About Chiller Clicking the About Chiller header provides the Unit GO (General Order) Number and Serial Number. Clicking the header a second time will collapse the list. Power Usage Clicking the Power Usage header expands a list of current power-related operating parameters, including Meter Power, and Hourly, Daily and Weekly Power usage. Clicking the header a second time will collapse the list. Figure 37: Document List 25 OM 1241 INTELLIGENT EQUIPMENT

26 Technician Administrator Circuit 1 Screen With the Circuit 1 button selected (Figure 38), a unit graphic is displayed. The user can monitor live circuit and compressor status, temperatures, and pressures. Figure 38: Circuit 1 screen Compressors Clicking the Compressors header expands a list of several current compressor operating parameters, including Status, Run Hours, Starts, Cycle Time, Last Start and Last Stop for all compressors on the circuit. Clicking the header a second time will collapse the list. Pressures Clicking the Pressures header displays the current Evaporator and Condenser refrigerant pressures for Circuit 1. Clicking the header a second time will collapse the list. Status Clicking the Status header expands a list of several current circuit operating parameters, including Circuit Mode, Circuit Status, Fan Stage, VFD output, and Circuit Capacity. Clicking the header a second time will collapse the list. Temperatures Clicking the Temperatures header expands a list of current temperatures for the circuit, including Suction Temperature, Approach Temperature, Saturated Refrigerant Temperature, and Superheat Temperature. Clicking the header a second time will collapse the list. OM 1241 INTELLIGENT EQUIPMENT 26

27 Technician Administrator Circuit 2 Screen With the Circuit 2 button selected, a unit graphic is displayed. The user can monitor live circuit and compressor status, temperatures, and pressures. Compressors Clicking the Compressors header expands a list of several current compressor operating parameters, including Status, Run Hours, Starts, Cycle Time, Last Start and Last Stop for all compressors on the circuit. Clicking the header a second time will collapse the list. Pressures Clicking the Pressures header displays the current Evaporator and Condenser refrigerant pressures for Circuit 2. Clicking the header a second time will collapse the list. Evaporator Screen With the Evaporator button selected, a unit graphic is displayed (Figure 39), and the user can monitor evaporator pump status and run hours. Status Clicking the Status header expands a list of several current circuit operating parameters, including Circuit Mode, Circuit Status, Fan Stage, VFD output, and Circuit Capacity. Clicking the header a second time will collapse the list. Temperatures Clicking the Temperatures header expands a list of current temperatures for Circuit 2, including Suction Temperature, Approach Temperature, Saturated Refrigerant Temperature, and Superheat Temperature. Clicking the header a second time will collapse the list. Pumps Clicking the Pumps header displays the status and run hours for Evaporator Pumps 1 and 2, along with the current setting of the evaporator recirculation timer. Figure 39: Evaporator screen 27 OM 1241 INTELLIGENT EQUIPMENT

28 Technician Administrator Maintenance Screen With the Maintenance button selected, the user can view past due and upcoming maintenance, log maintenance activity, and order parts (Figure 40). Figure 40: Maintenance screen OM 1241 INTELLIGENT EQUIPMENT 28

29 Technician Administrator Maintenance Info Clicking the Maintenance Info button displays a list of upcoming maintenance and a list of recommended maintenance intervals. At the bottom of the Maintenance Info screen, there are buttons to Update Periods and Apply to Other Units. By default, IE uses the default maintenance recommendations for the particular unit type. If the user wishes to do maintenance on a different schedule, the maintenance periods can be modified by clicking the Update Periods button. Once clicked, the user is able to select which maintenance period to edit, then choose a new maintenance period for each item in that list (Figure 41). Once changes are made, clicking the Submit Changes button will save and apply them to the unit. The user can also choose to add custom items to the list, or copy an existing period from another unit (Figure 42 on page 30). Figure 41: Edit Maintenance Period 29 OM 1241 INTELLIGENT EQUIPMENT

30 Technician Administrator Figure 42: Copy Existing Maintenance Period OM 1241 INTELLIGENT EQUIPMENT 30

31 Technician Administrator Log Maintenance Clicking the Log Maintenance button displays a maintenance log entry form (Figure 43) and a history of logged maintenance. First, the user must choose what type of maintenance to log, Weekly, Monthly, or Annual, then select the services that were performed. Additional fields to complete include, Service Date, Contact Number, Comments, and an indication of further service being required. An image file, such as a copy of a service order, can also be attached to the log entry. In addition, a notification message can be sent using the Send Message button. The entry is not recorded until the user clicks the Submit button. The current user logged into the system is automatically tagged as having entered the maintenance issue. The history of logged maintenance appears at the bottom of the Log Maintenance screen (Figure 44). By default, a snapshot of current device values is saved with the entry. The user can choose not to have this done by clearing the checkbox prior to submitting the log entry. Figure 44: Maintenance Log History Figure 43: Logging Maintenance 31 OM 1241 INTELLIGENT EQUIPMENT

32 Technician Administrator Order Parts Clicking the Order Parts button displays a list of parts available to order for the unit (Figure 45). After selecting one or more parts and entering contact information, clicking the Request Quote button will send an to the specified service entity. Figure 45: Order Parts OM 1241 INTELLIGENT EQUIPMENT 32

33 Technician Administrator Controls Screen With the Controls button selected, the user can modify a number of temperature, mode, and capacity setpoints, and monitor live unit status, temperatures, and capacities. Setup Screen Clicking the Setup button (Figure 46) allows the user to modify Unit Setup, such as available modes, maximum pulldown, and unit timers, Design Conditions, such as approach temperatures, evaporator temperatures, and evaporator flow, Power Conservation settings, Date and Time settings, and Alarm Limits, such as flow proof, lockout and freeze protection temperatures, hold, unload, and stop pressures. Prior to making any Setup changes, the user should be familiar with the operation manual for the particular unit. Please consult the appropriate operation manual for the unit. Within the Setup screen, highlighting a question mark icon will provide context specific help. Changes do not take effect until the Save Changes button is clicked. Clicking Reset reverts the setpoints to their previous values. If desired, clicking the Send Message button allows the user to send an informing others of any changes. Figure 46: Setup screen 33 OM 1241 INTELLIGENT EQUIPMENT

34 Technician Administrator Network Screen Clicking the Network button allows the user to observe the current values of the network setpoints (Figure 47). These read-only variables would normally be written via a third-party Building Automation System (BAS) using BACnet, LON, or Modbus. Figure 47: Network screen Setpoints Screen Clicking the Setpoints button allows the user to modify Evaporator Leaving Water Temperature setpoints, the Control Source, and Unit Enable. (Figure 48). Prior to making any setting changes, the user should be familiar with the operation manual for the particular unit. Please consult the appropriate operation manual for the unit changes do not take effect until the Save Changes button is clicked. Clicking Reset reverts the settings to their previous values. If desired, clicking the Send Message button allows the user to send an informing others of any changes. Figure 48: Setpoints screen OM 1241 INTELLIGENT EQUIPMENT 34

35 Technician Administrator Reports Screen With the Reports button selected, the user can view trended data for the current hour, day, month or year and can export this data for further analysis. Trends The Trends button is selected by default and displays the trended data for the current day (Figure 49). Data can be viewed for the current hour, days, month or year by clicking the appropriate button. Clicking the Customize button enables the Start and End fields, allowing the user to enter a trend for a specific range (Figure 50). The default trend displays Evaporator Leaving Water Temperature, Evaporator Entering Water Temperature and Actual Capacity but more data points can be added to the graph by clicking the Change Data Trends button then selecting the desired additional points (Figure 51). Selecting the Graphs button also allows the user to select pre-defined set of graphed points. Export Clicking the Export button (Figure 52) allows the user to export selected data points for a specific date range. The data is exported to a CSV file which can be saved to a local computer, tablet or smart-phone. Files in CSV format can typically be opened by commercial spreadsheet software. Figure 51: Trend Data Point Selection Figure 52: Export Specific Date Range Example Figure 49: Current Day Trend Example Figure 50: Custom Date Range Example 35 OM 1241 INTELLIGENT EQUIPMENT

36 Customer Administrator Sites After logging into the Intelligent Equipment site using either the Technician or Technician Administrator role, the User Interface (UI) will display the Sites Screen (Figure 53), which is a listing of all sites associated with the user. From this screen, individual site messages are shown, general site information, including a list of units, becomes available by clicking on the Quick View button, and more detailed site information becomes available by clicking the Details button. This page also provides the opportunity to add a site to the current hierarchy by clicking the Create Site button; see section titled, Creating a Site. Customer Administrator It is important to note that there are two types of sites available: My Sites and Shared with me. The user has control over the naming, structure, and sharing of the sites listed under MySites. The sites listed under Shared with me (Figure 54) were shared with the user by another user, and, therefore, cannot have their names or structure changed by the shared user. In addition, the shared user cannot subsequently share the site(s) with others. Total control of shared sites remains with the sharer. Figure 53: Site List Figure 54: Shared with me OM 1241 INTELLIGENT EQUIPMENT 36

37 Customer Administrator User Profile (1) The User Profile button indicates the name of the current user, and the role that was chosen for the current login. Clicking the button reveals a list of actions associated with managing a user s profile (Figure 55). Figure 55: User Profile list of actions Administration If the logged in as a Customer Administrator, this selection allows the user to provide other users access to specific units. Making this selection reveals a Units submenu. Clicking the Units submenu opens the Units Overview screen, which lists all units to which the current user has access (Figure 56). Figure 56: Units Overview screen To provide a user access to a specific unit from this list, click the Invite User button. This displays the Invite User screen, which prompts the administrator to enter an address for the new user. After entering the address, clicking the Search button to the right of the field begins a search for the user within the database. If the user does not exist in the database, a prompt appears asking to add the new user (Figure 57). Figure 57: Prompt to create a new user 37 OM 1241 INTELLIGENT EQUIPMENT

38 Customer Administrator The next screen allows the administrator to define the new user s access to one or more units (Figure 58). Remember that Admin access allows the user to invite other users to a particular unit. Once all units and roles have been selected, clicking the Submit button finalizes the process. The administrator can also choose to set a time restriction for the user by selecting Temporary and entering start and end dates for access. The new user will receive an notification of the newly granted access. Figure 58: Assign Units and Roles Profile Selecting Profile, under the User Profile button, displays Account Information (Figure 59) and allows for changing personal information, address information, organizational information, and passwords. After making the desired changes, the Save button must be clicked before they take effect. Figure 59: User Profile OM 1241 INTELLIGENT EQUIPMENT 38

39 Customer Administrator Settings Selecting Settings, under the User Profile button, allows the user to choose English or Metric units of measure for display within the User Interface. Changes do not take effect until the Save button is clicked. Selecting the Alarm Schedule tab allows the user to set schedules for when alarms will be received for their user account. The user can select from the default settings, or create a new schedule. Once the Create New Schedule button is clicked, the user chooses a name for the schedule, when each category of alarms will be sent, and which units will use the new alarm schedule (Figure 60). After entering the needed information, click Create. Selecting the Alarm Escalation Rules tab allows the user to create alarm escalation rules for sending alarm notifications to addresses. The default escalation rule does not send alarm notifications. To create a new alarm escalation rule, the user clicks the Create New Rule button, then provides a name for the rule and selects a unit. After this, the user selects the escalation parameters for each category of alarm, and a target for each escalation rule (Figure 61). Once these settings have been made, clicking the Create button completes the process. Figure 60: Alarm Schedules Figure 61: Alarm Escalation Rules 39 OM 1241 INTELLIGENT EQUIPMENT

40 Customer Administrator Selecting the Maintenance Schedules tab allows the user to select the maintenance schedule to apply to their units. The user can choose to apply the same schedule to all units, or apply different schedules (Figure 62). Once the desired settings are made, clicking the Save button applies them to the units. Change Role Selecting Change Role, under the User Profile button, allows the user to switch between available roles for their account (Figure 63). Log Out Selecting Log Out, under the User Profile button, logs the user out of the current session, and returns them to the Intelligent Equipment start page. Figure 62: Maintenance Schedule Figure 63: Change Role OM 1241 INTELLIGENT EQUIPMENT 40

41 Customer Administrator System Messages (2) Clicking the Messages button lists the most recent messages and alarms for all units to which the user is assigned (Figure 64). The button itself indicates the number of unread user messages. The user is provided options to click a link to view the target unit or a comprehensive message list. Figure 64: System Messages 41 OM 1241 INTELLIGENT EQUIPMENT

42 Customer Administrator Create a Site (3) Clicking the Create Site button allows the user to create and structure sites. The initial screen prompts the user for a site name, and allows them to decide whether to add a unit or create sub-sites (Figure 65). Sub-sites are not necessary, but may prove useful when a site consists of multiple buildings or campuses. If a Site has one or more sub-sites, a folder icon appears next to its name (Figure 66). Figure 65: Creating a Site Figure 66: Site with a Sub-site OM 1241 INTELLIGENT EQUIPMENT 42

43 Customer Administrator When choosing to add a unit, the user is prompted to select an available unit from a selection box (Figure 67). Only those unassigned units available to the current user will appear in this list. Once a unit is selected, other units with the same street address will appear with checkboxes, allowing the user to quickly select these additional units (if desired). After selecting the units, and any related units, the user is presented with the opportunity to add ENERGY STAR information for the site (Figure 68). While not a requirement, this information is necessary if the user intends to track ENERGY STAR metrics through Intelligent Equipment. The user has three options for entering ENERGY STAR information for the site: use an existing property that already exists in the Intelligent Equipment system, import from ENERGY STAR Portfolio Manager, or create a new property. When choosing to use an Existing Property in IE, the user is allowed to select from a drop-list of existing systems (Figure 69). Once selected, the information from the existing property is automatically populated to the new site after the Create Site button is clicked. Selecting to Import from ENERGY STAR Portfolio Manager requires the user to enter a valid Property ID (Figure 70). This option would be selected if the user has already been tracking billing and energy usage data for the property in ENERGY STAR Portfolio Manager, and desires to link this information to Intelligent Equipment. The data entered in Portfolio Manager will automatically be shared with IE. The property is created in IE and the link with Portfolio Manager is initiated once the Create Site button is clicked. Using this option, all utility billing data must be entered in ENERGY STAR Portfolio Manager. Choosing to add a New Property requires the user to enter a number of site-specific parameters, including information about the organization and property usage characteristics (Figure 71). This option would be selected if the user has not been tracking billing and energy usage data for the property in ENERGY STAR Portfolio Manager. If choosing this option, all billing information will be entered into IE and passed to Portfolio Manager. Once all data has been entered, clicking the Create Site button finalizes creation of the site within IE, and automatically generates a new site within ENERGY STAR Portfolio Manager. Using this option, all utility billing data is entered through Intelligent Equipment. If the user does not choose one of these three options, and clicks Create Site, they will need to set-up the ENERGY STAR subscription within the Site Dashboard. Figure 67: Adding a Unit 43 OM 1241 INTELLIGENT EQUIPMENT

44 Customer Administrator Figure 68: Entering ENERGY STAR Information Figure 70: Import from ENERGY STAR Portfolio Manager Figure 71: New Property Selection Figure 69: Existing Property Information OM 1241 INTELLIGENT EQUIPMENT 44

45 Customer Administrator Edit Site Name (4) Clicking the Edit Site Name button allows the user to make changes to the site name after initial creation. The user can edit the name, as desired, then click the green check mark to accept the changes, or the red X to reject the changes (Figure 72). Figure 72: Editing Site Name 45 OM 1241 INTELLIGENT EQUIPMENT

46 Customer Administrator Add Sub-sites or Units (5) Clicking the Create Sub-site button allows the user to add sub-sites or units to a previously created site (Figure 73). When clicked, the screen display fields for adding units or three sub-sites, however, more can be added using the plus sign icon above the Save button. After all desired sub-sites are added, clicking the Save button, takes the user to the new list of sub-sites. When returning to the Site List, a folder icon is indicated next to the Site name, indicating that the site now has sub-sites (Figure 74 on page 47). Clicking this folder icon opens the list of sub-sites. When wanting to add units, the user clicks in the Units field to select from a list of units assigned to the user. Units will only be available if there are unassigned units with the same address as the site. Once the unit(s) are added, clicking Save will add them to the unit list for the site. Figure 73: Adding Sub-site(s) or Units OM 1241 INTELLIGENT EQUIPMENT 46

47 Customer Administrator Figure 74: Folder icon indicating sub-sites Delete a Site (6) Clicking the Delete Site button allows the user to remove a previously created site. When clicked, a confirmation message appears, thereby preventing accidental deletion (Figure 75). Figure 75: Delete Site confirmation 47 OM 1241 INTELLIGENT EQUIPMENT

48 Customer Administrator Site Messages (7) Clicking the Site Messages button reveals a list of messages associated with the site. (Figure 76). Clicking the button a second time will hide the message list. Figure 76: View Site messages OM 1241 INTELLIGENT EQUIPMENT 48

49 Customer Administrator Quick View (8) Clicking the Quick View button reveals a list of units associated with the site, along with the alarm state and unit status for each of the units (Figure 77). Subsequently, clicking the View Details link opens the Site Dashboard for the site; see section titled, Site Dashboard, for more details. Clicking the Change Columns link within Quick View allows the user to select the columns that appear (Figure 78). Unit Status and Alarm Status cannot be modified, but the user can choose up to 6 more data fields using the Add New Colum button. Once all fields are selected, clicking the Save button adds them to the Quick View table. Figure 77: Quick View Figure 78: Change Columns 49 OM 1241 INTELLIGENT EQUIPMENT

50 Customer Administrator Alarm Status Indicator (9) The Alarm Status indictor informs the user of alarm status for the Site. Placing the pointer over the icon indicates any active alarms (Figure 79). Figure 79: Alarm Status indication Share Whole Hierarchy (10) The Share Whole Hierarchy button allows the user to share a hierarchy with another user. The user must type an for the user with whom the hierarchy will be shared, and select whether the shared user will be an administrator. If the shared user is not selected as an administrator, all control of editing remains with the sharer. After entering the desired address, clicking the Save button adds the shared user. Multiple users can also be added at one time, by clicking the Add (plus sign) button before clicking Save. If the shared user s does not already exist in the Intelligent Equipment system, the user is prompted to choose whether to add them as a new user within the system (Figure 80). Shared users will be notified by of the hierarchy that was shared. Figure 80: Site Sharing Confirmation Details (11) Clicking the Details button takes the user to the Site Dashboard; see section titled, Site Dashboard, for more details. OM 1241 INTELLIGENT EQUIPMENT 50

51 Customer Administrator Site Dashboard The Site Dashboard (Figure 81) displays the critical building/ site information, including building status information, HVAC summary information, building information, weather forecast, comfort index, resources, and equipment metrics. Figure 81: Site Dashboard 51 OM 1241 INTELLIGENT EQUIPMENT

52 Customer Administrator Building Status The Building Status portion of the Site Dashboard displays basic utility usage information as well as overall building ENERGY STAR Score. The information in this portion of the dashboard can only be generated by clicking the Subscribe To ENERGY STAR button, and entering general building and utility information (Figure 82). Once all information is entered on all three tabs, clicking the Save button returns the user to the Site Dashboard. Clicking the Cancel button cancels any changes. Figure 82: Subscribe to Energy Star When a site is created in Intelligent Equipment, and ENERGY STAR data entered, a corresponding site is automatically created in ENERGY STAR Portfolio Manager. For questions on accessing Portfolio Manager, please contact Daikin Applied Controls Technical Support. Once the site is subscribed to ENERGY STAR s Portfolio Manager, View Details and Setup Meters, appear in the Building Status section (Figure 83). Clicking View Details directs the user the ENERGY STAR Information screen, which allows the user to update property information, add meters, and set energy targets. Clicking the Setup Meters button takes the user directly to the Meters & Consumption tab of the ENERGY STAR Information screen. Until usage data is uploaded, the corresponding fields will read, Not Available. Figure 83: Building Status following addition of site details OM 1241 INTELLIGENT EQUIPMENT 52

53 Customer Administrator Setup Meters The Meters & Consumption tab of the ENERGY STAR Information screen (Figure 84) allows the user to add their utility meter information. The user must first add the desired meter by clicking the corresponding Add button, then give the meter a name (Figure 85). Once all desired meters are added and given names, clicking the Submit button provides each of the meters with an Upload Data button (Figure 86). All data must be uploaded using the template provided by clicking the Download Template button (Figure 87). The template is in Comma- Separated Values (.csv) format, and can be edited using a number of readily available spreadsheet software programs. Once all data is entered into the template, the file should be saved. Following this, clicking the Upload Data opens a dialog box, allowing the user to navigate to and select the desired file. Once the file is selected, the upload begins immediately, and a confirmation message appears when complete (Figure 88). After all desired meter data is uploaded, clicking the Building link near the top of the screen returns the user to the Site Dashboard. An ENERGY STAR score should now be calculated, and all meters with uploaded data should display usage comparison to the previous month or year (Figure 89). If enough data is available, the comparison will be year-over-year. Figure 85: Adding a Meter Figure 86: Upload Data Button Figure 87: Download Template button Figure 84: Meters and Consumption Tab 53 OM 1241 INTELLIGENT EQUIPMENT

54 Customer Administrator Figure 88: Consumption Data Upload Successful Figure 89: Usage Comparison Following Data Upload OM 1241 INTELLIGENT EQUIPMENT 54

55 Customer Administrator The user can also choose to display a Target ENERGY STAR score by choosing this option on the Targets tab of the ENERGY STAR Information screen. Click the View Details button, then select the Targets tab. The user then clicks the Edit button, which makes the Target Metric field editable. The user can choose from three different reports; Target ENERGY STAR Score, Target Percentage better than Baseline, and Target Percentage better than Median (Figure 90). The Target Percentage better than Baseline option makes a comparison between current and baseline performance. The Target Percentage better than Median option makes a comparison between the current building s performance and that of similar size and usage characteristics. Once the Target Metric is decided, the user must then enter a Target Value for the metric. Clicking the Save button sets the target. After this, clicking the Building link near the top of the screen returns the user to the Site Dashboard, where the Target Score should now be visible (Figure 91). NOTE: If the user wishes to preview the dashboard with sample values, rather than uploading meter data, set the Sample Property field on the Meters & Consumption tab to Yes and click Submit. The dashboard will now display data from a sample site (Figure 92). Figure 90: Choosing a Target Metric Figure 91: Target Score Figure 92: Sample Property 55 OM 1241 INTELLIGENT EQUIPMENT

56 Customer Administrator HVAC Summary The HVAC Summary portion of the Site Dashboard (Figure 93) serves as a quick reference to current unit/ system status information, including unit status, suggested maintenance status, and live power. The option to display further details is available for the unit status, maintenance, and live power displays in the section. By clicking the View Details button under the Unit Status item, a pop-up will appear displaying information including unit name, alarm status, unit status, current occupancy, control temperature, and subscription status (Figure 94). By default, the information for all units is displayed. By clicking the View Details button under the Maintenance item, the user can access the Maintenance Details for the site (Figure 95 on page 57). Any recommended maintenance is listed for each unit, a history of maintenance logs for the site is presented. To search for logs during a specific time frame, the user only needs to enter a start and end date, after which, the UI will automatically refresh to display only log items occurring between those dates. By clicking the Add Servicing Entity button, the user can add reference information for the site service provider (Figure 96 on page 57). The user can also send an message from the Maintenance Details screen using the Send Message button. Figure 93: HVAC Summary Figure 94: Unit Status information OM 1241 INTELLIGENT EQUIPMENT 56

57 Customer Administrator Figure 95: Maintenance Details Figure 96: Adding a Service Entity 57 OM 1241 INTELLIGENT EQUIPMENT

58 Customer Administrator By clicking on the View Details button under the Live Power Usage item, a pop-up will appear displaying unit name, unit status, and current power usage for all units (Figure 97). The Comfort Index (Figure 98) indicates the percentage of time the unit operates in compliance with the ASHRAE thermal comfort zone. The Performance Index value (Figure 99) is an overall indication of how the Daikin Equipment with Intelligent Equipment Gateway is performing when compared to its calculated baseline operation. The targeted value is one (1). Values 0.95 and higher are considered within normal operation. Values less than 0.95 suggest the need for further investigation or service. By default, the HVAC Summary section displays data for all units associated with the site. However, the data can be filtered to a specific unit by choosing it from the unit list selector in the upper, right corner of the HVAC Summary section (Figure 100). If this is done, all data displayed in the Unit Status, Maintenance, and Live Power usage items is restricted to the selected unit. Additionally, all information displayed by clicking the View Details button under each item is also filtered to the specific unit. Figure 97: Live Power Details Figure 98: Comfort Index Indicator Figure 99: Performance Index Indicator Figure 100: Selecting a Specific Unit Under HVAC Summary OM 1241 INTELLIGENT EQUIPMENT 58

59 Customer Administrator Building Info The Building Info header of the Site Dashboard displays the Site name, Site address, and all units currently displayed for the site (Figure 101). Clicking the edit icon allows the user to change the site name or remove individual units from the Site. Clicking the header once expands the data for display, while clicking it a second time collapses it. Figure 101: Building Info Weather The Weather header of the Site Dashboard displays current weather conditions as well as a weather forecast (Figure 102). A link is also provided to check the weather online. Clicking the header once expands the data for display, while clicking it a second time collapses it. Figure 102: Weather 59 OM 1241 INTELLIGENT EQUIPMENT

60 Customer Administrator Comfort Index The Comfort Index header of the Site Dashboard displays a graphical representation of occupant comfort, in alignment with ASHRAE Standard The user must first select a specific unit from within the list in the Comfort Index section, which causes Comfort Index data to display for the specific unit (Figure 103). This measure applies to air-handling equipment only, so will not present data when a chiller unit is selected. Clicking the Comfort Index header once expands the data for display, while clicking it a second time collapses it. Sustainability Index The Sustainability Index header of the Site Dashboard displays current CO 2 Emissions for the site, and a comparison to the previous month or year (Figure 104). The data will automatically display year-over-year comparison once enough meter data has been entered for the Site. Clicking the Sustainability Index header once expands the data for display, while clicking it a second time collapses it. Figure 104: Sustainability Index Figure 103: Comfort Index OM 1241 INTELLIGENT EQUIPMENT 60

61 Customer Administrator Equipment Metrics The Equipment Metrics header of the Site Dashboard (Figure 105) displays a number of values concerning energy use and performance. These include CO 2 emissions associated with the site, financial performance indicators, such as Energy Cost Intensity, and equipment performance indicators, such as Energy Use Intensity. Each category of Equipment Metrics can be filtered to a specific unit (the default is All Units). Figure 105: Equipment Metrics Financial Summary The Financial Summary header of the Site Dashboard (Figure 106) displays a payback calculation, which compares high-efficiency rooftop air conditioners to standard equipment in terms of life cycle cost. The financial summary provides an ongoing roll-up of the estimated saving due to the acquisition of a highly efficient Daikin RTU compared to a standard efficiency RTU. By default, calculations are performed for All Units, but a single unit can be selected using the drop-list selector. Figure 106: Financial Summary 61 OM 1241 INTELLIGENT EQUIPMENT

62 Customer Administrator Performance Index The Performance Index header of the Site Dashboard (Figure 107) displays a graph representing the expected monthly energy usage based on unit operation captured during the baseline period. The bar above or below the dot represents the actual energy consumed for the month. A red bar above the dot indicates more energy consumption than expected. A green bar below the dot indicates less energy consumption than expected. The bars will be larger or smaller depending on how far the actual energy consumption was from expected. The period of data shown can be adjusted by clicking the forward and back arrows. The name of the current baseline is indicated at the bottom of the graph. The date that a new baseline was implemented will be indicated by a vertical bar on the graph. Following recommended maintenance will help ensure that units operate at peak efficiency. Month to month changes in performance may be the result of isolated operating condition changes and not equipment performance degradation. An ongoing trend of degrading performance may indicate that special service is required. ENERGY STAR The ENERGY STAR header of the Site Dashboard displays the current calculated ENERGY STAR score for the site, and a comparison to a typical building. This section also provides Performance and Financial data (Figure 108). It is important to remember that no calculations can be made without the user entering meter data. Clicking the ENERGY STAR header once expands the data for display, while clicking it a second time collapses it. Figure 108: ENERGY STAR Performance and Financial Data Figure 107: Performance Index OM 1241 INTELLIGENT EQUIPMENT 62

63 Resources The Resources header of the Site Dashboard displays a list of links to resources on Green Buildings. This section also provides Performance and Financial data (Figure 109). Clicking the Energy Star header once expands the data for display, while clicking it a second time collapses it. Figure 109: Resources on Green Buildings