Using LCS Help. In This Section

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1 Using LCS Help We want to help you get the most out of Square D Lighting Control Software (LCS) system by Schneider Electric. This Help system contains most of the information you'll need to successfully work with LCS. To Use LCS Help: 1 Click Help > Contents on the menu bar. The Help file opens. 2 Find the information you need by: Using the Contents tab. Read about finding the information you need in this Guide. Using the Index tab to find topics containing those terms that have been indexed. Using the Search tab to find all occurrences of a word in the Help file. In This Section Who is LCS Help For What LCS Help Covers What You Should Already Know

2 Who is LCS Help For LCS Help is for anyone using LCS for controlling lighting and other remotely controllable loads. Using LCS Help What LCS Help Covers What You Should Already Know

3 What LCS Help Covers LCS Help provides information about the following topics: Lighting Control Software Overview Working with Systems Working with Devices Working with Templates Working with Connections Working with Views Working with Sets (LCS Advanced only) Administrating LCS Upgrading LCS Software Upgrading Firmware Using LCS Help Who is LCS Help For What You Should Already Know

4 What You Should Already Know Before using LCS, you should already be familiar with building automation and control concepts. You should also be familiar with configuration and operation of Powerlink G3 Controllers. For more information on training, contact your Square D Sales Representative or our Lighting Control Training organization. Using LCS Help Who is LCS Help For What LCS Help Covers

5 Give Us Your Feedback At Schneider Electric we strive to maintain a high level of service for all our customers. We are interested in your questions and comments and look forward to helping you. In This Section Contacting Us Identifying Your Software

6 Contacting Us Our support specialists provide prompt, on-line assistance with hardware, software, system installation, modification, upgrade questions, and product training via phone, fax, or from our Lighting Control Support Center. With access to the latest information, our experts are ready to assist. Give Us Your Feedback Identifying Your Software

7 Identifying Your Software When you contact technical support, you will need to tell us exactly which build of LCS you are using and whether you are running LCS Basic or LCS Advanced. To Identify Your Software: Click Help > About on the menu bar. The About LCS dialog box opens, containing details about the software. The type of LCS you are running and the version number (for example, v ) are located in the upper-left corner of the dialog box. Give Us Your Feedback Contacting Us

8 Before You Begin Below is a list of things you should know about LCS before you get started. System requirements for installing LCS. Devices supported by LCS. How to enable security in LCS. In This Section System Requirements Supported Devices Enabling Security

9 System Requirements LCS is designed to operate under the following hardware and software requirements. Minimum Hardware Requirements: Recommended Hardware Requirements: Supported Operating Systems: Windows XP Service Pack 2 Windows Vista Required Microsoft Application Software:.NET Framework v2.0 Windows Installer v3.1 or later Internet Explorer v6.0 or later Before You Begin Supported Devices Enabling Security

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11 Supported Devices LCS currently supports the following devices: Powerlink NF500G3 Controller Powerlink NF1000G3 Controller Powerlink NF2000G3 Controller Powerlink NF3000G3 Controller Powerlink NF3000G3C Controller Before You Begin System Requirements Enabling Security

12 Enabling Security LCS security settings may be enabled or disabled. Software administrators can add users, grant or deny users access to the LCS application, modify users' security settings, and enable or disable software security. It is recommended that you enable security for LCS. Follow these steps to enable or disable Security Settings: 1 Click the Home tab or click View > Show Homepage to open the LCS Homepage. 2 Click Administrator Options. The Administrator Options dialog box opens. 3 Click the Security tab. 4 Check or un-check the Enable User Security check box (top-right corner of the window) to enable or disable User Security. Before You Begin System Requirements Supported Devices

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14 In This Section LCS Homepage LCS Menus

15 LCS Homepage The LCS Homepage allows you to access most of the application's available functions. Different tasks are divided into functional categories including: In This Section Viewing the Home Page LCS Working Screen LCS Menus

16 Viewing the Home Page To quickly switch to the Home page, do the following: 1. Click View on the menu bar. 2. Click Show Homepage. LCS Homepage

17 LCS Menus LCS functionality is provided in several drop-down menus. System View Tools Help In This Section What's in the System Menu What's in the View Menu What's in the Tools Menu LCS Working Screen LCS Homepage

18 What's in the System Menu In the System menu you will find these commands: Open Existing Opens a system that you have already created. Delete Deletes an existing system. Save Saves the current system to the save location specified in the Administrator Options dialog box. Properties Opens the System Properties dialog box for the current system. Close Closes the system. Take Online/Offline Enables or disables communications with a system. Discover Devices Opens the Device Discovery utility to begin searching available networks for devices in a selected range of IP addresses, serial ports, or gateways. Upgrade Firmware Opens the Upgrade Firmware Utility, which is used to install the latest firmware for the selected devices. Health Check Initiates a health check on all available devices in the active system. Manage Connections Opens the Connection Management dialog box, which allows you to add, edit, and delete connections from the current system. Manage Templates Opens the Template Management dialog box, which allows you to add, edit, and delete device templates from the current system. Manage Sets Opens the Set Management dialog box, which allows you to add, edit, and delete device sets from the current system. Reports Generates Properties or Status (online only) reports for the current system. View Log Opens the event log for the current system. Exit Closes the LCS application. Creates a new LCS system. New LCS Menus

19 What's in the View Menu What's in the Tools Menu

20 What's in the View Menu In the Vie menu you will find these commands: LCS Menus What's in the System Menu What's in the Tools Menu

21 What's in the Tools Menu In the Tools menu you will find these commands: LCS Menus What's in the System Menu What's in the View Menu

22 Working with Systems A system in LCS contains all of the devices, templates, connections, and sets for controlling lighting and other remotely controllable loads. In This Section Creating a New System Opening an Existing System Deleting a System Viewing and Editing System Properties Generating a System Report System Logs

23 Creating a New System To create a new system, do the following: 1 Click System > New on the menu bar, or click Create a New System in the System Tasks section on the LCS Homepage. The Create System dialog box opens. 2 Enter the name of the system in the Name text box. 3 Enter the description of the system in the Description text box. 4 Click one of the following: Save Creates and saves the new system. Save and Add New Device Creates and saves the new system and opens the Create New Device dialog box to begin creating a new device to add to the new system. Save and Discover New Devices Creates and saves the new system and opens the LCS Device Discovery utility to begin searching for existing devices. Working with Systems Opening an Existing System Deleting a System Viewing and Editing System Properties Generating a System Report System Logs

24 Opening an Existing System To open an existing system, do the following: 1 Click System > Open on the menu bar, or click Open an Existing System in the System Tasks section of the LCS Homepage. A submenu opens listing all of your systems. 2 Click a system to open it. 3 If a system is already open, the Save System Before Close dialog box opens. Do one of the following: Click Yes to save the current system and open the system you clicked. Click No to close the current system without saving it and open the system you clicked. Click Cancel to not open the system you clicked. In This Section Taking a System Online Taking a System Offline Working with Systems Creating a New System Deleting a System Viewing and Editing System Properties Generating a System Report System Logs

25 Taking a System Online An LCS system that is online means communications between LCS and available devices are enabled. To take the system online, do the following: Click System > Take Online on the menu bar, or click the Offline status indicator on the left side of the status bar. Opening an Existing System Taking a System Offline

26 Taking a System Offline An LCS system that is offline means communications between LCS and available devices are disabled. To take a system offline, do the following: Click System > Take Offline on the menu bar, or click the Online status indicator on the left side of the status bar. Opening an Existing System Taking a System Online

27 Deleting a System To delete a system in LCS, do the following: 1. Click System > Delete on the menu bar. A submenu opens listing all of your closed systems. 2. Click a system to delete. The Delete System? dialog box opens. 3. Click Yes to permanently delete the system, or click No to keep the system. Working with Systems Creating a New System Opening an Existing System Viewing and Editing System Properties Generating a System Report System Logs

28 Viewing and Editing System Properties To view a system's properties, do the following: 1 Verify that a system is open. If not, open a system. 2 Click System > Properties on the menu bar. The System Properties dialog box opens. 3 Optional: Modify the Name and Description. 4 Click one of the following: Save Saves the new system. Save and Add New Device Saves the system and opens the Create Device dialog box to begin creating a new device to add to the new system. Save and Discover New Devices Saves the system and opens the LCS Device Discovery utility to begin searching for existing devices. Cancel Exits the System Properties dialog box without saving the changes to the system. Working with Systems Creating a New System Opening an Existing System Deleting a System Generating a System Report System Logs

29 Generating a System Report LCS provides two different system reports you can generate. Properties Report Use the Properties report to see basic information about the current system and the devices in the system. Status Report Use the Status report to review status information about the devices in the current system. This information includes the name, model, communications, firmware version, serial number, date, time, and operating state. To create one of the reports above, do the following: 1. Click System on the menu bar. 2. Select Reports. 3. Click either Properties or Status. The Report Viewer window opens with the report you clicked. In This Section Printing a System Report Saving a System Report Exporting a System Report Working with Systems Creating a New System Opening an Existing System Deleting a System Viewing and Editing System Properties System Logs

30 Printing a System Report To print a Properties or Status report, do the following: 1 Click the Print button in the upper-right corner of the Report Viewer window. The Print Preview window opens. 2 Use the buttons on the Print Preview toolbar to customize the layout of the report. 3 After customizing the print layout, click the Print Document button in the Print Preview window. The Print dialog box opens. 4 Click Print. Generating a System Report Saving a System Report Exporting a System Report

31 Saving a System Report To save a Properties or Status report as an HTML file, do the following: 1. Click the Save button in the Report Viewer window. The Save Report dialog box opens. 2. Navigate to the folder you want to save the report, then type a file name in the File name text box. 3. Click the Save button. Generating a System Report Printing a System Report Exporting a System Report

32 Exporting a System Report You can export a Properties or Status report as an XML or XSL file. To export a report, do the following: 1. Click the Export drop-down button in the Report Viewer window. 2. Click either Export XML or Export XSL. 3. Navigate to the folder you want to save the report, then type a file name in the File name text box. 4. Click the Save button. Generating a System Report Printing a System Report Saving a System Report

33 System Logs System logs contain software events and user comments. Events and user comments contain the following information by default: Date - Date an event occurred and was recorded. Timestamp - Time an event occurred and was recorded. App User - LCS user logged in at the time an event occurred. Event Operation - Action that occurred during the event. For example, Add, Save, or Update. Event Object Type - Type of object that triggered the event. This can be a device, connection, or template. Event Object Name - Name of the object that triggered the event. Event Message - A brief message about the event or the user. By default, the system log is grouped and sorted by date. Additional columns can be added, which include Log Level, Logger ID, Windows User, Computer Name, and Thread ID. In This Section Opening the System Log Working with Columns Filtering System Logs Printing a System Log Working with Systems Creating a New System Opening an Existing System Deleting a System Viewing and Editing System Properties Generating a System Report

34 Opening the System Log To open the System Log, do the following: 1. Click System on the menu bar. 2. Click View Log. The System Log Viewer window opens. System Logs Working with Columns Filtering System Logs Printing a System Log

35 Working with Columns The columns in the System Log Viewer can be used to sort, group, and customize columns. By right-clicking a column, you can perform the following commands: Sort Ascending Sort items by the selected column in ascending order. Sort Descending Sort items by the selected column in descending order. Best Fit Change the width of a column so that it best fits the longest piece of text in the selected column. Best Fit (All Columns) Change the width of all columns so that they best fit the longest piece of text in each column. Group By This Column Group all of the log entries by the selected column. Group By Box Show or hide the Group By Box, which is located above the column headings. When visible, the Group By Box shows the column hierarchy used to sort the data. Ungroup All Ungroup all of the log entries that have been previously grouped. Choose Columns Select which columns to view in the System Log Viewer. System Logs Opening the System Log Filtering System Logs Printing a System Log

36 Filtering System Logs System logs can be filtered by date, user, or event text. To filter system logs, do the following: 1 Click the Date Filter drop-down list box, then select a date. 2 Click the App User Filter drop-down list box, then select a user. 3 Enter text in the Message Text Filter text box. 4 Click the Update Filter button. The System Log Viewer window updates to display the log data based on the filters you selected. System Logs Opening the System Log Working with Columns Printing a System Log

37 Printing a System Log To print a system log, do the following: 1 Click the Print button in the System Log Viewer window. The Print Preview window opens. 2 Use the buttons on the Print Preview toolbar to customize the layout of the system log. 3 After customizing the print layout, click the Print Document button in the Print Preview window. The Print dialog box opens. 4 Click Print. System Logs Opening the System Log Working with Columns Filtering System Logs

38 Working with Devices Page 1 of 20 Working with Devices In This Section Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

39 Understanding Device Status Icons Device status icons display on the right side of a device in the Devices pane. These icons are use to indicate the status of a device. The table below explains the different device status icons. Icon Description The Out of Sync status icon indicates that the device configuration saved in LCS does not match the device configuration saved in the physical device. The Out of Service status icon indicates that LCS is not actively trying to communicate with the device. The Mismatch status icon indicates that the physical device type does not match the type of device created in LCS. The Comms Loss status icon indicates that attempts to communicate with the device are failing. LCS will continue to try to establish communications using a periodic health check. The Busy status icon indicates that a device is sending or retrieving configuration information. A device cannot be used when it is busy. The Legacy status icon indicates that a device is not supported by LCS and requires a firmware upgrade. Legacy devices cannot be configured using LCS. The Upgrading Firmware status icon indicates that a device is in the process of upgrading firmware. The In Download Module status icon indicates that the device does not have an application and is in the download module. The device needs a firmware upgrade to function properly. Working with Devices Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

40 Creating a New Device There are several ways to begin creating new devices for an LCS system. To create a new device, do the following: 1 Choose one of the following methods to begin creating a new device: Click Create a New Device in the Device Tasks section of the Home page. Click the New button located at the bottom of the Devices pane. Right-click in an empty area of the Devices pane, then click New. 2 Select the type of device you are adding from the Type drop-down list box. 3 Select the model of the device you are adding from the Model drop-down list box. 4 Enter a name for your device in the Name (software) text box. This name is used only by LCS; the name programmed into your device is not modified. 5 Enter a description of your device in the Description text box. 6 Select the connection to use in the Connection drop-down list box. If you do not see the connection you want, click the New button next to the Connection drop-down list box to begin creating a new connection. 7 Select the slave address for your new device using the Slave Address up-down control. 8 Enter the FTP password for the device into the FTP Password text box. If you do not know the password, contact your system administrator. 9 Click the Save button. Working with Devices Understanding Device Status Icons Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

41 Editing Device Properties The Device Properties dialog box allows you to edit a device's details, such as Device Name, Description, and Communications settings. To edit a device's properties, do the following: 1 Choose one of the following methods to begin editing a device: Right-click a device in the Devices pane, then click Properties. Click a device in the Devices pane, then click the View Properties button at the bottom of the Devices pane. 2 Select the type of device you are adding from the Device Type drop-down list box. 3 Edit the device name and device description in the Device Name (software) and Description text boxes. 4 Select the connection to use in the Connection to Use drop-down list box. If you do not see the connection you want, click the New button next to the Connection to Use drop-down list box to begin creating a new connection. Connections cannot be changed when a system is online. 5 Select the slave address using the Slave Address up-down control. 6 Enter the FTP password for the device into the FTP Password text box. If you do not know the password, contact your system administrator. 7 Click the Save button. Working with Devices Understanding Device Status Icons Creating a New Device Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

42 Configuring Devices To begin configuring a device, do the following: 1. Open the device's Device Editor tab using one of the methods below: Click the device in the Devices pane, then click the Configure button at the bottom of the Devices pane. Right-click the device in the Devices pane, then click Configure. Double-click the device in the Devices pane. 2. Configure the options for your device in the device's Device Editor tab. The options will vary depending on the type of device you select. For detailed information about your device's options, see the installation bulletin for your device. 3. Click the Send button to send the configuration changes to the device. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

43 Deleting a Device To permanently delete a device from LCS, do the following: 1. Choose one of the following methods to begin deleting a device: Click the device you want to delete in the Devices pane, then click the Delete button located at the bottom of the Devices pane. The Delete Device? message box opens asking you to confirm the device deletion. Right-click the device you want to delete in the Devices pane, then click Delete. The Delete Device? message box opens asking you to confirm the device deletion. 2. Click Yes to permanently delete the device, or click No to keep the device. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

44 Generating a Device R eport With LCS you can generate reports for individual devices in a system. To generate a report, do the following: 1 Open the Report Viewer window using one of the methods below: Click the device in the Devices pane, then click the Reports button at the bottom of the Devices pane. Right-click the device in the Devices pane, then click Reports. 2 Select a report type in the Select Device Report drop-down list box. The report types vary depending on the device selected. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

45 Restoring a Device To restore a device to its previously saved configuration, do the following: 1. Choose one of the following methods to begin restoring a device: Click a device in the Devices pane, then click the Advanced button at the bottom of the Devices pane. A button menu opens. Right-click a device in the Devices pane. A shortcut menu opens. 2. Click Restore. A message box opens, asking if you want to restore the device's previously saved configuration. 3. Click Yes to restore the device's saved configuration, or click No to keep the current configuration. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

46 Placing a Device In or Out of Service When a device is "in service," communications to the device are enabled. When a device is "out of service," communications to the device are disabled. To place a device in service, do the following: 1. Choose one of the following methods to begin placing a device in service: Click a device in the Devices pane, then click the Advanced button at the bottom of the Devices pane. A button menu opens. Right-click a device in the Devices pane. A shortcut menu opens. 2. Click In Service. A check mark appears next to In Service, indicating the device is enabled. To place a device out of service, do the following: 1. Choose one of the following methods to begin placing a device out of service: Click a device in the Devices pane, then click the Advanced button at the bottom of the Devices pane. A button menu opens. Right-click a device in the Devices pane. A shortcut menu opens. 2. Click In Service. In Service is unchecked and an out of service icon appears next to the device in the Devices pane, indicating the device is disabled. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

47 Working with Devices Page 10 of 20 Adding Notes to a Device To add a note to a device, do the following: 1. Right-click a device in the Devices pane. A shortcut menu opens. 2. Click Add Note. The Custom Note Editor opens. 3. Type your note in the text box. 4. Click the Add Note button. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

48 Exporting Devices The Export Options in LCS are used to create templates based on the selected device. Use these templates to quickly apply settings to one or more devices. To create a template from a device, do the following: 1. Right-click a device in the Devices pane you want to use as a template. A shortcut menu opens. 2. Select Export Options. 3. Click a template command to create a new template. The Export to Template dialog box opens. 4. Enter the name of the new template in the Name text box. 5. Enter the description of the new template in the Description text box. 6. Click the OK button to create the new template, or click the Cancel button if you do not want to create a new template. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Displaying Device Status and Control Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

49 Displaying Device Status and Control LCS allows you to view the status data of various device functions. You also can control some of the device functions from LCS. The kind of status data and device functions you can view and control vary depending on the type of device selected. To access the status and control options for a device, do the following: 1. Right-click a device in the Devices pane. A shortcut menu opens. 2. Trace to Display. The Display submenu opens. 3. Click one of the options in the Display submenu. A tab opens displaying the status data and device functions for the option selected. Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Device Diagnostics Device Sync Device Discovery (LCS Advanced only)

50 Device Diagnostics LCS provides options that allow you to perform diagnostic functions on the devices in your systems. These diagnostic functions include the following: To run a diagnostic command, do the following: 1. Right-click a device in the Devices pane. A shortcut menu opens. 2. Select Diagnostics. 3. Click one of the Diagnostic commands (Health Check, Status Report, Compare, Reset, or Clear Memory). Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Sync Device Discovery (LCS Advanced only)

51 Device Sync A device in LCS is out-of-sync when the device configuration in LCS does not match the configuration in the physical device. The out-of-sync icon appears next to an out-of-sync device. When a device is out-of-sync, you can either send the configuration stored on your hard drive to the physical device, or you can retrieve the configuration from the physical device and save the configuration to your hard drive. In This Section Send Retriev e Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Discovery (LCS Advanced only)

52 Send To send a device's configuration from LCS to the associated physical device, do the following: 1 Right-click the out-of-sync device in the Devices pane. A shortcut menu opens. 2 Select Sync. 3 Click the Send Configuration command. The Device Editor tab for the device opens and the configuration is sent to the physical device. Device Sync Retrieve

53 Retrieve To retrieve a physical device's configuration and update the configuration file used by LCS, do the following: 1 Right-click the out-of-sync device in the Devices pane. A shortcut menu opens. 2 Select Sync. 3 Click the Retrieve Configuration command. The Device Editor tab for the device opens and the configuration from the physical device is saved to the hard drive. Device Sync Send

54 Working with Devices Page 17 of 20 Device Discovery (LCS Advanced only) Device Discovery allows you to find devices that are connected to a network using a serial, TCP, or gateway connection. A set of search criteria are defined based on the connection type. Discovered devices can be added to the current system. In This Section Search for Devices Adding Devices Working with Devices Understanding Device Status Icons Creating a New Device Editing Device Properties Configuring Devices Deleting a Device Generating a Device Report Restoring a Device Placing a Device In or Out of Service Adding Notes to a Device Exporting Devices Displaying Device Status and Control Device Diagnostics Device Sync

55 Search for Devices To search for devices using Device Discovery, do the following: 1 Click System > Discover Devices on the menu bar. The Device Discovery window and the Device Search Options dialog box open. 2 Select the connection type from the drop-down list box. The connection options will vary depending on the connection type selected. 3 Enter the connection options based on the connection type you selected (see the table below). 4 Click the Add button. The Device Search dialog box closes and the Search is added to the Search Configurations pane. 5 Optional: Click the New button to add an additional Search. 6 Optional: Click the Edit search button to modify the search options. 7 Optional: Click the Remove search button to delete a search from the list of searches. 8 Click the Discover button.

56 To The 'to' option is used to enter the last serial address used to search for ssee erial Also devices connected to the gateway. Device Discovery (LCS Advanced only) Adding Devices

57 Adding Devices To add devices found during device discovery to your open system, do the following: 1. Check the check box next to the device in the New Devices Found During Search pane. 2. Click the Update button. The selected devices and any connections needed are added to your system. Device Discovery (LCS Advanced only) Search for Devices

58 Working with Templates In LCS, templates contain configuration data that is applied to all of the devices associated with that template. Devices associated with a template are called member devices. Some uses for templates include: Applying the same configuration to a group of devices Applying a configuration to a new device in order to save time Applying a configuration to an existing device In This Section Template Management Creating a New Template Editing a Template's Properties Configuring a Template Deleting a Template Generating a Template Report

59 Template Management Templates are managed from the Template Management window. The Template Management window lists all of the templates available in your system. From the Template Management window, you can create new templates, edit template properties, configure templates, delete templates, generate reports, or import templates. To open the Template Management window, do one of the following: Click Manage Templates in the Template Tasks section on the LCS Homepage, or Click System > Manage Templates on the menu bar. Working with Templates Creating a New Template Editing a Template's Properties Configuring a Template Deleting a Template Generating a Template Report

60 Creating a New Template To create a new template, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click the New button. The Create New Template dialog box opens. 3 Select the device type in the Device Type drop-down list box. 4 Select the type of template you want to create in the Template Type drop-down list box. 5 Enter a template name in the Name text box. 6 Enter a template description in the Description text box. 7 Click the Save button. Working with Templates Template Management Editing a Template's Properties Configuring a Template Deleting a Template Generating a Template Report

61 Editing a Template's Properties To edit a template's properties, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click a template. 3 Click the Properties button. The Template Properties dialog box opens. 4 Edit the template name and/or the template description. 5 Click the Save button. Working with Templates Template Management Creating a New Template Configuring a Template Deleting a Template Generating a Template Report

62 Configuring a Template To configure a template, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click a template. 3 Click the Configure button. The Template Editor window opens. 4 Edit the configuration options. The options will vary based on the device. For more information about the available options, see the appropriate instruction bulletin based on the device you are using. 5 Do one of the following: Click the Save button. Clicking the Save button saves the configuration to your hard drive. Click the Save and Apply button. Clicking the Save and Apply button saves the configuration to the hard drive and to the devices in the Member Devices list if the system is online. After configuring your template, you can add devices to the Member Devices list. Devices in the Member Devices list use the configuration set in the template. In This Section Adding Member Devices Removing Member Devices Working with Templates Template Management Creating a New Template Editing a Template's Properties Deleting a Template Generating a Template Report

63 Adding Member Devices A template's configuration data is applied to all of the devices in the Member Devices list. To add devices from the Available Devices list box to the Member Devices list box, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click a template. 3 Click the Configure button. The Device Template Editor window opens. 4 Click the Member Devices tab in the Device Template Editor window. 5 Select one or more devices in the Available Devices list box. 6 Click the Add Device Member(s) button. The devices are added to the Member Devices list box. 7 Do one of the following: Click the Save button. Clicking the Save button saves the template to your hard drive. Click the Save and Apply button. Clicking the Save and Apply button saves the configuration to the hard drive and to the devices in the Member Devices list if the system is online. Configuring a Template Removing Member Devices

64 Removing Member Devices To remove devices from the Members Devices list box, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click a template. 3 Click the Configure button. The Device Template Editor window opens. 4 Click the Member Devices tab in the Device Template Editor window. 5 Check the check box next to the device(s) you want to remove in the Member Devices list box. 6 Click the Remove Device Member(s) button. The devices are removed from the Member Devices list box and added to the Available Devices list box. 7 Do one of the following: Click the Save button. Clicking the Save button saves the template to your hard drive. Click the Save and Apply button. Clicking the Save and Apply button saves the template to the hard drive and to the devices. Configuring a Template Adding Member Devices

65 Deleting a Template To delete a template, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click the template you want to delete. 3 Click the Delete button. A Delete Template? message box opens. 4 Click the Yes button to permanently delete the template, or click the No button if you want to keep the template. Working with Templates Template Management Creating a New Template Editing a Template's Properties Configuring a Template Generating a Template Report

66 Generating a Template R eport A template report contains configuration data and the number of member devices associated with the selected template. Template reports can be printed or saved as HTML, XML, or XSL. To generate a template report, do the following: 1 Do one of the following to open the Template Management window. Click Manage Templates in the Template Tasks section on the LCS Homepage. Click System > Manage Templates on the menu bar. 2 Click a template in the template list. 3 Click the Reports button. The Report Viewer window opens. In This Section Printing a Template Report Saving a Template Report Exporting a Template Report Working with Templates Template Management Creating a New Template Editing a Template's Properties Configuring a Template Deleting a Template

67 Printing a Template Report To print a template report, do the following: 1 Click the Print button in the upper-right corner of the Report Viewer window. The Print Preview window opens. 2 Use the buttons on the Print Preview toolbar to customize the layout of the report. 3 After customizing the print layout, click the Print Document button in the Print Preview window. The Print dialog box opens. 4 Click Print. Generating a Template Report Saving a Template Report Exporting a Template Report

68 Saving a Template Report To save a template report as an HTML file, do the following: 1. Click the Save button in the Report Viewer window. The Save Report dialog box opens. 2. Navigate to the folder you want to save the report, then type a file name in the File name text box. 3. Click the Save button. Generating a Template Report Printing a Template Report Exporting a Template Report

69 Exporting a Template R eport You can export a template report as an XML or XSL file. To export a template report, do the following: 1. Click the Export drop-down button in the Report Viewer window. 2. Click either Export XML or Export XSL. 3. Navigate to the folder you want to save the report, then type a file name in the File name text box. 4. Click the Save button. Generating a Template Report Printing a Template Report Saving a Template Report

70 Working with Connections A connection in LCS is used to connect to a device on a network. Connections are either Ethernet, serial, or modem. These connections are created automatically during device discovery, or you can create your own connections if you know the connection settings. Connections appear in the "Connection to Use" drop-down list box when you create a new device. In This Section Connection Management Creating a New Connection Deleting a Connection Editing a Connection

71 Connection Management The Connection Management window is used to create, edit, or delete connections. Connections are grouped by the connection type (Ethernet, serial, or modem) and then sorted alphanumerically. To open the Connection Management window, do the following: Click Manage Connections in the Connection Tasks section on the LCS Homepage, or Click System > Manage Connections on the menu bar. Working with Connections Creating a New Connection Deleting a Connection Editing a Connection

72 Creating a New Connection To create a connection using the Connection Management window, do the following: 1. Do one of the following to open the Connection Management window. Click Create a New Connection in the Connection Tasks section on the LCS Homepage. The Create New Connection dialog box opens. Click Manage Connections in the Connection Tasks section on the LCS Homepage, then click the New button. The Create New Connection dialog box opens. Click System > Manage Connections on the menu bar, then click the New button. The Create New Connection dialog box opens. 2. Click the New button. The Create New Connection dialog box opens. 3. Select the Type of connection you are creating: MB/TCP: Select this type if you are connecting to your device using a Modbus/TCP (Ethernet) connection. Serial: Select this type if you are connecting to your device using a serial connection. Modem: Select this type if you are connecting to your device using a modem connection. 4. The configuration options will vary based on the connection type you selected in the step above. Use the table below to fill out the options for your connection type. 5. Enter the amount of time in seconds LCS will wait to receive a response from a device using the Timeout updown control. The default is 3 seconds. 6. Enter the number of times LCS should try to connect to a device using the Attempts up-down control. The default is two attempts. 7. Type the name of the connection in the Name text box. 8. Type the description of the connection in the Description text box. 9. Click the Save button.

73 Working with Connections Connection Management Deleting a Connection Editing a Connection

74 Deleting a Connection To delete a connection from the Connection Management window, do the following: 1 Do one of the following to open the Connection Management window. Click Manage Connections in the Connection Tasks section on the LCS Homepage. Click System > Manage Connections on the menu bar. 2 Click the connection you want to delete to select it. 3 Click the Delete button. A Delete Connection? message box opens. 4 Click the Yes button to permanently delete the connection, or click the No button if you want to keep the connection. Working with Connections Connection Management Creating a New Connection Editing a Connection

75 Editing a Connection To edit a connection in the Connection Management window, do the following: 1 Do one of the following to open the Connection Management window. Click Manage Connections in the Connection Tasks section on the LCS Homepage. Click System > Manage Connections on the menu bar. 2 Click the connection you want to edit to select it. 3 Click the Properties button. The Connection Properties dialog box opens. 4 Modify the properties in the dialog box. 5 Click the Save button. Working with Connections Connection Management Creating a New Connection Deleting a Connection

76 Working with Views The Homepage window and device windows appear in the working pane of the LCS working screen. You can change how these windows are viewed using the View menu. You can display windows using one of three Standard views (Cascade, Tile Horizontally, or Tile Vertically) or Tabbed view. In addition to window views, you can set how devices are viewed in the Devices pane. Devices are viewed in groups based on sets, the type of device, or the connection. In This Section Setting Window Views Setting Device Pane Views

77 Setting Window Views To set a Standard view in the working pane, do the following: 1. Click View on the menu bar. 2. Select Standard. 3. Click Cascade, Tile Horizontal, or Tile Vertical. To set the Tabbed view in the working pane, do the following: 1. Click View on the menu bar. 2. Click Tabbed. Working with Views Setting Device Pane Views

78 Setting Device Pane Views To set how devices are grouped and viewed in the Devices pane, do the following: 1 Click the View by drop-down list box. 2 Click one of the following views: Set - Displays devices based on set membership. Type - Displays devices based on the device type. Connection - Displays devices based on the connection used for communication. 3 To expand a device group, click the expand icon next to the device group. Working with Views Setting Window Views

79 Working with Sets (LCS Advanced only) Devices in a system can be added to groups called sets. For example, if you have a group of devices in "Building A," you can create a set named "Building A" and add all of that buildings devices into this set. Sets are created using the Set Management window. In This Section Set Management Creating a Set Deleting a Set Editing a Set's Properties

80 Set Management The Set Management window is used to create, edit, or delete sets. To open the Set Management window, do one of the following: Click Manage Sets in the Set Tasks section on the LCS Homepage, or Click System > Manage Sets on the menu bar. Working with Sets (LCS Advanced only) Creating a Set Deleting a Set Editing a Set's Properties

81 Creating a Set To create a set using the Set Management window, do the following: 1. Do one of the following to open the Set Management window. Click Create a New Set in the Set Tasks section on the LCS Homepage. The Create New Set dialog box opens Click Manage Sets in the Set Tasks section on the LCS Homepage, then click the New button. The Create New Set dialog box opens. Click System > Manage Sets on the menu bar, then click the New button. The Create New Set dialog box opens. 2. Type the name of the set in the Name text box. 3. Type the description of the set in the Description text box. 4. Select one or more devices in the Available Devices list box. 5. Click the Add Device Member(s) button. The devices are added to the Member Devices list box. 6. Click the Save button. Working with Sets (LCS Advanced only) Set Management Deleting a Set Editing a Set's Properties

82 Deleting a Set To delete a set from the Set Management window, do the following: 1 Do one of the following to open the Set Management window. Click Manage Sets in the Set Tasks section on the LCS Homepage. Click System > Manage Sets on the menu bar. 2 Click the set you want to delete to select it. 3 Click the Delete button. The Delete Set? message box opens. 4 Click the Yes button to permanently delete the set, or click the No button if you want to keep the set. Working with Sets (LCS Advanced only) Set Management Creating a Set Editing a Set's Properties

83 Editing a Set's Properties To edit a set in the Set Management window, do the following: 1 Do one of the following to open the Set Management window. Click Manage Sets in the Set Tasks section on the LCS Homepage. Click System > Manage Sets on the menu bar. 2 Click the Set you want to edit to select it. 3 Click the Properties button. The Set Properties dialog box opens. 4 Modify the properties in the dialog box. 5 Click the Save button. Working with Sets (LCS Advanced only) Set Management Creating a Set Deleting a Set

84 Administrating LCS In This Section Administrator Options Preferences User