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Delta Controls Operator Guide

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  • Delta Controls Operator Guide

  • 2

    Copyright Copyright © Delta Controls Inc. All rights reserved.

    Document Title: Delta Controls Operator Guide

    Document Number: DOC811-20

    Current Edition: 3.2

    Date of current revision: January 15, 2012

    No part of this manual may be reproduced, transmitted, transcribed, stored

    in a retrieval system, or translated into any language (natural or computer),

    in any form or by any means, without the prior written permission of Delta

    Controls Inc. Limited permission is granted to reproduce documents released

    in Adobe‚ Portable Document Format (PDF) electronic format in paper

    format. Documents released in PDF electronic format may be printed by end-

    users for their own use using a printer such as an inkjet or laser device.

    Authorized distributors of Delta Controls Inc. products (Delta Partners) may

    print PDF documents for their own internal use or for use by their customers.

    Information in this document is subject to change without notice and does

    not represent a commitment to past versions of this document on the part of

    Delta Controls Inc. Delta Controls Inc. may make improvements and/or

    changes to this manual/the associated software/or associated hardware at

    any time.

    BACspec, BACstat, the Delta logo, the ORCA logo, ORCApower, the

    ORCAview logo, ORCAweb, enteliWEB, enteliBUS, enteliMESH, enteliTOUCH,

    enteliZONE, enteliSTAT, enteliCON and enteliSYSTEM are trademarks of Delta

    Controls Inc.

    BACstat®, ORCA®, ORCAview®, Virtual Stat® and Earthright® are registered

    trademark of Delta Controls Inc.

    Windows Vista and Windows XP and Windows 7 are registered trademarks of

    Microsoft Corporation.

    All other trademarks are the property of their respective owners.

  • Table of Contents

    3

    Table of Contents Copyright ............................................................................................................ 2

    Table of Contents .................................................................. 3

    Using This Operator Guide ................................................ 8 Introduction ...................................................................................................... 9 Permissions ...................................................................................................... 10 Windows Knowledge .................................................................................... 10

    1 - Introducing the ORCA System ................................. 12

    What is the ORCA System? .............................................. 13

    Hardware Components .................................................... 14 Operator Workstation (OWS) .................................................................. 14 Communication Network ........................................................................... 14 Controllers ........................................................................................................ 15 Sensors and Actuators ................................................................................. 15 Typical ORCAview Network....................................................................... 15 System Architecture Diagram .................................................................. 16

    Software Components ...................................................... 16 ORCAview Dashboard .................................................................................. 17 Navigator ......................................................................................................... 17

    2 - Getting Started .............................................................. 18

    Introduction ........................................................................ 19 Logging into ORCAview .............................................................................. 20 Using the Graphical User Interface (GUI) ............................................ 21 Viewing Overview Graphic (Floor Plan) ............................................... 22 Viewing Detail Of Graphic Component ................................................. 23 Using ORCAview Dashboard ..................................................................... 24 Task Bar Icons ................................................................................................ 25 Selecting and Opening a Site .................................................................... 25 ORCAview Illustrator Drawing Tool ...................................................... 26 ORCAview Graphical User Interface ...................................................... 27

    3 - Using Navigator ............................................................ 28

    Introduction ........................................................................ 29 What is an Object? ........................................................................................ 29 What is Navigator? ....................................................................................... 29 Opening Navigator Window ..................................................................... 30 Overview of the Navigator Window ....................................................... 30

  • 4

    Viewing the Network Tree (Left pane) ................................................. 32 Interpreting Controller Connection Icons............................................ 35 Using Custom Views...................................................................................... 38

    Using Network Tree - Left pane .................................... 39 Saving and Loading Databases for Controllers ................................. 39 Saving / Loading Databases to Flash Memory .................................. 43

    Viewing Controller Objects - Right pane.................... 45 Filtering Objects with Navigator............................................................. 48 Using the Navigator Filter Box ................................................................ 49 Changing Object Mode (Auto, Manual, ON, OFF) .............................. 53

    Using Controller Objects - Right pane ........................ 55

    4 - Managing Your Site ..................................................... 56

    How Do I Manage My Site? .............................................. 57 Adjusting Time ............................................................................................... 57 Setting Date and Time for the Computer ............................................. 57 Changing Your Existing Login Password ............................................. 59 Modifying an Existing User ........................................................................ 60 Changing the Starting Graphic ................................................................ 62 Changing the Alarm Filter for a User .................................................... 63 Adding a New User to the System ........................................................... 64

    5 - Using Calendars and Schedules .............................. 66

    Introduction to Calendars .............................................. 67 What is a Calendar ....................................................................................... 67 Viewing a Calendar ...................................................................................... 67

    Configuring a Calendar .................................................... 69 Entering a Single Date ................................................................................ 69 Entering a Date Range ................................................................................ 70 Entering a Recurring Date ........................................................................ 73

    Introduction to Schedules .............................................. 78 What is a Schedule? ...................................................................................... 78 Viewing a Schedule ....................................................................................... 78 Overriding the Schedule Value ................................................................ 79

    Configuring a Schedule .................................................... 80 Defining Weekly and Exception Entries ............................................... 81 Adding Weekly or Exception Schedule .................................................. 83 Defining Calendar Exception Schedule ................................................. 88

  • Table of Contents

    5

    6 - Events and Alarms ....................................................... 89

    Working with Events and Alarms ................................ 90 What is an Event? .......................................................................................... 90 What is the Event Management System? ............................................. 91 Event (EV) ........................................................................................................ 92 Alarm Notification ........................................................................................ 96 Acknowledging and Dismissing Alarm Notifications ...................... 96 Viewing Active Alarms With Navigator ................................................ 97 Responding To Active Alarms ................................................................... 99 Viewing Event History Using Event Logs .......................................... 101 Viewing Alarm Notification Printouts ............................................... 103

    7 - Using Trend Logs and Multi-Trends ....................104

    Introduction ......................................................................105 Multi-Trend ................................................................................................... 105 Multi-Trend Object Components .......................................................... 106 Viewing a Multi-Trend ............................................................................. 110 Viewing Multi-Trend Data ...................................................................... 111 Toolbar — Viewing Commands ............................................................ 114

    Configuring a Multi-Trend ............................................116 TL Setup ......................................................................................................... 118 Settings Button ............................................................................................ 119

    Trend Log ............................................................................121 Viewing the Graph or Data of a TrendLog ....................................... 121 Configuring Trend Logs ........................................................................... 124

    8 - Printing .........................................................................128

    Introduction to Printing ................................................129 Printing an Object ...................................................................................... 129 Printing Objects .......................................................................................... 130 Printing a Site Graphic Drawing .......................................................... 132

    9 - Using Illustrator .........................................................133

    What is Illustrator? .........................................................134 Running Illustrator .................................................................................... 135 Opening a Site Graphic Drawing .......................................................... 135 Selecting Draw Mode or Online Viewing Mode............................... 137 Modifying a Link ......................................................................................... 138 Dragging and Linking to Objects ......................................................... 138 Duplicating Existing Palette Objects in a Graphic......................... 139

  • 6

    Saving Changes to a Site Graphic Drawing ...................................... 140

    10 - Working with Totalizers .......................................141

    What is a Totalizer? ........................................................142 Resetting a Totalizer ................................................................................. 143

    11 - Working with Reports ...........................................145

    Working with Reports ....................................................146 Viewing A Report ........................................................................................ 146 Creating a New Report ............................................................................. 146 Configuring A Query Report ................................................................... 147 Using the Object Filter .............................................................................. 148 Customizing Report Format and Layout........................................... 149 Tenant Billing Report ............................................................................... 151 How To Generate Reports ...................................................................... 155

    12 - Working with Access Control ..............................156

    Introduction to Access Control ...................................157 What is an Access Control System........................................................ 157 Typical Door Operational Sequence ................................................... 158

    Hardware Components ..................................................160 Typical Access Control Network ........................................................... 160 Operator Workstation .............................................................................. 161 Communication Network ........................................................................ 161 Controllers ..................................................................................................... 162

    Access Control System Architecture .........................162

    Managing Card Users ......................................................163 Adding and Modifying Card Users ....................................................... 163 Assigning a Card ......................................................................................... 163 Deactivating or Expiring a Person’s Card......................................... 165 Disabling a User .......................................................................................... 166 Lost Cards ...................................................................................................... 166

    Clearing Anti-Passback – User/Global......................167

    Schedule Access ................................................................168

    Manual Lock/Unlock ......................................................169

    Access Group Exceptions ...............................................170 Modifying Group Extensions Example ................................................ 171 Modifying User Exceptions Example ................................................... 172

  • Table of Contents

    7

    Tracing a User ............................................................................................. 173

    Working with Events and Alarms ..............................174 Access Control Events ............................................................................... 174 Access Control Alarms .............................................................................. 176

    Document Control ...........................................................178

  • Using This Operator Guide

  • Using This Operator Guide

    9

    Introduction This Operator Guide covers the software functions related to typical daily facility operations. These functions include monitoring values, changing setpoints, setting Schedules and Calendars, handling Events (Alarms), trending, and printing.

    Purpose The main purpose of this Operator Guide is to provide simple, concise treatment on how to use and adjust the building control system.

    Audience The main audience of this Operator Guide is the facility operator after the site is installed, programmed, and commissioned.

    Conventions In ORCAview® there are several ways to perform most tasks. This guide emphasizes using a mouse with active buttons and icons on site graphic drawings for day-to-day operation. Right-mouse commands allow you to work efficiently with a site graphic drawing and with Navigator. In Navigator, you can also use the Menu commands, Toolbars, or the drag and drop feature.

    Assumptions We had to make some assumptions as to the Permissions and Windows knowledge that you have.

  • 10

    Permissions We assume that your User Access has Create/Copy permissions.

    To view permissions:

    1. Open the System User Access object (SUA).

    2. Select the Permissions tab.

    For more information, see Chapter 4, Managing Your Site.

    Depending on your actual permissions, you may be able to do some or all of the tasks described in this Operator Guide. It is also possible that you have permissions beyond those assumed in this Operator Guide.

    Windows Knowledge The ORCAview application is designed for Windows and uses the standard Windows approaches and terms. Navigator uses an Explorer style interface.

    This Guide assumes you are familiar with using Windows. See the information included with Windows that describes the basics of selecting, clicking, and navigating through Windows. If you need help for Windows, click the Start icon in the Windows taskbar and choose Help.

    Using On-Screen Help ORCAview and Illustrator have a comprehensive Help system for both new and seasoned facility operators. The help system is accessible through most fields and dialog boxes. You can get help three ways.

    FI Key Press the F1 key on your keyboard and relevant ORCAview help displays. The F1 Help key is available for any task you are working on.

  • Using This Operator Guide

    11

    Dialog Question Mark Click the button located in the lower right corner of a dialog box.

    Help Menu on ORCAview Dashboard Help can also be accessed through the Help Menu located on the Dashboard.

    Clicking the Help Topics option from the menu displays a Help Topics dialog with three tabs: Contents, Index, and Find.

    Electronic Documentation The ORCAview DVD includes PDF files for all documents related to using the ORCAview software and hardware, including the following:

    ß ORCAview Technical Reference Manual ß Illustrator Technical Reference Manual

    ß ORCAview Operator Guide

    You can read these files by downloading the free version of Acrobat Reader (http://www.adobe.com/products/acrobat) or by using the full version of Adobe Acrobat.

  • 1 - Introducing the ORCA System

  • 1 - Introducing the ORCA System

    13

    What is the ORCA System? Delta Controls manufactures a complete line of software and hardware products that provide HVAC, building access, and lighting control systems. Typical installations include hospitals, shopping centers, schools, office buildings, airports, and manufacturing plants. This chapter provides an overview of ORCA hardware and software product line.

    The ORCA® System is a complete modular software and hardware product line for building control and automation. ORCA stands for Open, Real-Time, Control Architecture. It provides monitoring and Direct Digital Control (DDC) of functions such as heating, ventilation, air conditioning, access, lighting, and security.

    The ORCA System software runs on the Operator Workstation (OWS) and includes the ORCAview® application and optional Illustrator drawing tool. The graphical user interface has the same features, look, and feel of Microsoft Windows.

    The ORCA System contains software objects that control the facility equipment. The relationship between the software objects is defined by Delta Controls' General Control Language (GCL+) programs. You can access the system onsite from an OWS or offsite using a modem or an Internet connection.

  • 14

    Hardware Components A typical system consists of the following components:

    ß Operator Workstation with ORCAview software

    ß Communication network

    ß Controllers

    ß Sensors and actuators

    Operator Workstation (OWS) The Operator Workstation (OWS) consists of a computer running the ORCAview application. The OWS combines an intuitive graphic user interface (GUI) with powerful facilities management and control capabilities. The operator typically uses floor plans and equipment site graphics with dynamic links and buttons for routine monitoring of the building.

    The OWS connects directly to controllers on networks, or connects remotely over a telephone line or over the Internet. The controller performs essential control functions independent of any network communications with the OWS.

    Communication Network The OWS runs ORCAview and communicates over networks with controllers using BACnet® data and communication structures. ORCAview supports BACnet communications on Ethernet, UDP/IP, EIA-232 (RS-232), and EIA-485 (RS-485).

    ORCAview allows you to interconnect different building control networks and operator interfaces. You can control within a local area network (LAN) for a building or use a wide area network (WAN) with TCP/IP to connect multiple LAN’S or buildings together.

  • 1 - Introducing the ORCA System

    15

    Controllers Controllers perform building control and communicate over networks. The controller has a processor and operating system that is fully programmable and stands alone.

    All the programs that actually control the mechanical systems reside in the controllers. The controller may have sub-networks of unitary controllers.

    Sensors and Actuators A control system uses sensors to make measurements and actuators to perform control actions. Sensors send a signal to the controller that is controlling the system. Some examples of sensors are temperature sensors, current sensors, carbon monoxide sensors, and push button switches.

    An actuator (or other type of device) is a device that is controlled by an output control signal from the controller. Actuators include valve or damper actuators; variable speed drives and relay contacts that may control equipment such as fans, pumps, and lights.

    Typical ORCAview Network A network is the communication path that joins an ORCAview OWS and the controllers and allows network devices to interact with each other.

    The ORCAview OWS allows setup and operation of various network protocols. Network communication occurs over multiple networks using protocols including BACnet, Ethernet, TCP/IP, RS-485 and RS-232.

    The following diagram illustrates the use of Delta Controls hardware in a typical network architecture.

  • 16

    System Architecture Diagram

    Software Components The ORCAview software application runs on the OWS and includes the following software components:

    ß ORCAview Dashboard

    ß Navigator

    ß ORCAview Illustrator drawing tool (optional)

  • 1 - Introducing the ORCA System

    17

    ORCAview Dashboard All components in the system use the menus and toolbars from the Dashboard. The Dashboard refers to the menus and the toolbars.

    The ORCAview Dashboard menus and toolbars change when different ORCAview software applications, such as Illustrator, are opened.

    Navigator Navigator provides you with tools for viewing, modifying, and controlling your system. It allows you to view and edit local and remote objects.

    Navigator provides a view of your system through two panes. The left pane presents a tree view of the network controllers, while the right pane lists the specific software objects within the device selected in the left pane.

  • 2 - Getting Started

  • 2 - Getting Started

    19

    Introduction This chapter explains basic monitoring and control functions from a site graphic drawing with active icons using your mouse device. When you right-click an active area of a site graphic, a context-sensitive command menu displays.

    Most day-to-day monitoring functions are accomplished using site graphic drawings, such as site overviews and floor plans that provide information for operation and control. By clicking a system in the floor plan overview, you can access more detailed information on sub-systems or equipment components.

    ORCAview presents users with a Graphical User Interface (GUI) that has the look and feel of Microsoft Windows operating systems. There are three main components: the Site Graphic, the Dashboard, and the Navigator window.

    Site Graphic Typically the Dashboard displays along with a starting site graphic drawing similar to the one here.

  • 20

    Dashboard When you open ORCAview, a Dashboard containing the menus and toolbars displays. This Dashboard provides full interaction with the individual Delta Controls system objects and the graphical interface system for building control.

    In some cases, the ORCAview Dashboard may display the Navigator Window rather than the site graphic.

    Navigator Window

    Logging into ORCAview To open ORCAview from the Windows Start Menu:

    1. From the Windows taskbar, click the button, point to All Programs, then Delta Controls, and then click ORCAview.

    2. The Logon dialog displays. In the Username field, type your assigned name.

    3. In the Password field, type your password. Each character will display as an asterisk (*).

  • 2 - Getting Started

    21

    If using a remote dial connection complete step 4, if not go to the next step. Your current connection type displays on the lower left corner of the Logon dialog.

    4. Click the button, and fill in the fields to change the type of connection used to log onto a site.

    5. Click OK.

    You are now logged into ORCAview.

    Using the Graphical User Interface (GUI) The operator usually manages a building using site graphic drawings created in the optional Illustrator program. Using the graphics, an operator can easily visualize and locate facility equipment and control functions. Graphics display real-time data in the drawing.

    While the ORCAview Illustrator drawing tool is necessary to create or edit the site graphic drawings, the resulting graphics can be used without having Illustrator present on the OWS.

    Floor plans and building or mechanical equipment photographs can be combined with custom menus and graphical building controls to create picture-like building graphics. You can right-click on different areas of the site graphic to access context-sensitive command submenus.

    For more detailed connections information review Chapter 9, Network Controllers in the ORCAview Technical Reference manual.

  • 22

    You can right-click to change the status of equipment (AUTO, Manual, Manual ON, Manual OFF) and to adjust setpoints or command outputs. For example, in the previous figure, you could right-click the Cooling Tower control that is OFF and then from the command submenu select Manual ON.

    Viewing Overview Graphic (Floor Plan) An overview graphic such as a floor plan may display after login. From the overview drawing, you can select and click active icons and buttons to view more detailed information on systems, sub-systems, and equipment.

    Floor plans help you to see what is happening within your facility. Your floor plans can have the temperature readings for each room right on the drawing. The color of an area on a floor plan may change to indicate occupancy or whether the temperature is within range. Sometimes, areas of the floor plan are color-coded to visually indicate which air system is supplying an area.

    Additionally, a floor plan can provide information such as electrical panel locations, fire sprinkler locations, phone connections, or network routing.

  • 2 - Getting Started

    23

    Viewing Detail Of Graphic Component From an Overview or Floor Plan site graphic, you can click a button or icon to view a specific sub-system or equipment component. The graphic typically shows current temperature data, equipment status and other values for a HVAC system or equipment component. If you right-click on an area of the graphic, a command submenu displays. You can also click the buttons at the bottom or side of the site graphic to view other site graphics such as Air Handling Unit, Chiller, Boiler, Card Users, or Fire Alarm.

    If you click the Chiller button in the previous Floor Plan figure, the Chiller site graphic displays.

  • 24

    To change a setpoint or command you can right-click one of the values, and then use the Command menu to adjust.

    Using ORCAview Dashboard When ORCAview is first opened, a Dashboard displays with either a site graphic or the Navigator window. All components in the system use the menus and toolbars from the Dashboard. It provides full interaction with the Delta Controls system objects and the graphical interface system for building control.

    Two common tasks that you can do from the Dashboard are:

  • 2 - Getting Started

    25

    Set Time: You can set the time using the Set Controller Time command. The computer time always displays in the lower right hand corner of the Dashboard.

    ß Click Tools, then Set Controller Time to make adjustments.

    Docking: You can dock the Dashboard along the top or bottom side of the monitor where it displays as a solid bar. You can combine docking with other display options such as Always on Top or Autohide.

    ß Click Tools, Preferences, Command… to select these options.

    Task Bar Icons When ORCAview is operating, icons are placed in the Windows Task bar located at the bottom of your desktop window.

    Some common applications that may be running are:

    Shows that an active Alarm is present

    Shows that the Delta Server is running

    Shows that Historian is running

    Selecting and Opening a Site ORCAview opens site graphic drawings, which are files that have a .gpc extension. You cannot edit the site graphic drawings without the Illustrator option.

  • 26

    To open a site graphic drawing from the Graphics folder:

    1. Open Navigator and click the Graphics folder in the left pane.

    2. In the right pane of Navigator, double-click the

    site graphic you want to view.

    You can also open an existing site graphic drawing from the Dashboard.

    To open a site graphic from the Dashboard:

    1. Click the File menu on the ORCAview Dashboard and then select Open Site Graphic.

    2. An Open Site Graphic dialog box opens.

    3. Click the .gpc file you want, and then click Open.

    ORCAview Illustrator Drawing Tool The optional ORCAview Illustrator drawing tool is used to create and edit custom site graphic drawings. When the ORCAview Illustrator Drawing tool is open, the drawing menu appears on the ORCAview dashboard.

  • 2 - Getting Started

    27

    Click View and then click Toolbar on the Dashboard. Select additional graphic toolbars to display on the Dashboard.

    ORCAview Graphical User Interface The graphical user interface (GUI) links ORCAview objects to site graphics and provides interaction with ORCAview objects via live data displays and command graphics.

  • 3 - Using Navigator

  • 3 - Using Navigator

    29

    Introduction Navigator is a flexible application that allows you to change the content and appearance of the display. It works like the Explorer program in the Microsoft Windows operating system. Navigator provides easy visualization and control of complex facility systems.

    Navigator is the object management interface of the Operator Workstation. Navigator presents the building system components as a group (or groups) of objects.

    What is an Object? Facility equipment is monitored and controlled by individual software modules called objects. Common objects include Analog Inputs, Analog Outputs, Events (Alarms), Schedules, and Multi-Trends. Each type of object does a specific function. Objects have properties such as values and can interact with other objects. A controller has many objects of the same type. For example, you would expect a site to have many inputs and outputs. Objects are manipulated using Navigator.

    What is Navigator? Navigator provides you with tools for viewing, modifying, and controlling your system. It also allows you to view and modify objects that are not available from site graphics. Navigator and the Dashboard are shown in the following figure.

    Navigator allows you to do the following typical tasks:

    ß View your system

    ß Monitor and control equipment

    ß Respond to Events using the Active Alarms view

    ß Save and load databases

  • 30

    Opening Navigator Window If Navigator is not already open, click the Navigator button on the ORCAview Dashboard.

    You can also open Navigator by selecting Tools in the ORCAview Dashboard and then clicking Navigator.

    If required, you can have more than one Navigator window open at a time.

    Overview of the Navigator Window This section shows the Dashboard, and describes the functions available within the Navigator window.

    The Navigator window is divided into two panes. The left pane shows the available controllers in the network. The right

  • 3 - Using Navigator

    31

    pane shows the contents of the controller selected in the left pane.

    Left Pane – Network Tree Overview The Navigator left pane includes a network tree showing networks, protocols, and connected controllers including controllers and the Operator Workstation computer. The arrangement shown in the tree structure groups the controllers depending on whether they are BACnet or Delta Version 2.

    Typical network elements include the following:

    ß Delta Network

    ß Access folder

    ß Protocols

    ß Operator Workstation Computer

    ß Controllers

    ß Active Alarm folder

    ß Graphics folder

    ß Reports folder

    Right Pane – Controller Objects Overview When a network controller is selected in the Navigator left pane, the Navigator right pane displays the objects in that controller. Typical objects include the following:

    ß Events (Alarms)

    ß Inputs and Outputs

    ß Trend Logs

    ß Schedules

    Each object type has its own symbol or icon that distinguishes it from other objects. In the following figure, the Air Handling

  • 32

    Unit controller is selected in the left pane and the right pane displays the objects in that controller.

    The ORCAview Access folder is triggered by the existence of the Object Replication (RPL) object, ORCAview Navigator displays the Access folder view.

    The Access folder also provides a folder for active access alarms and an access watch list. The access tree is described in detail in Chapter 4 – Managing Access Control with ORCAview and ORCAweb of the 3.40 Access Control Technical Reference manual.

    Viewing the Network Tree (Left pane) You can look at your system using different views to suit your current task. The building control system can be viewed as a network, as a logically connected group, or through a custom view created for the specific building system.

  • 3 - Using Navigator

    33

    Using Network View This shows the connected controllers organized by protocol. The network view is the most commonly used view.

    Left pane Icon Description The following table provides a list and description of the types of icons that may be visible in the left pane of the Navigator.

    Icon Description

    Delta Network: The top of the network for the current site.

    Protocol: The communication protocol that connects the controllers.

    Access: Provides a way to view and manage the access control system separately from HVAC and lighting controls.

    Local computer: The local computer with ORCAview software.

    Remote computer: The remote computer with ORCAview software.

    Controller: A Delta Control Unit, programmable Zone Controller Plus Panel, Turbo or Mini-Turbo Panel, Micro panel.

    BACnet VAV or VVT Zone Controller: A version 3 VAV or VVT room controller such as a DAC-V304 or DAC-304.

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    Icon Description

    BACstat I: A controllers that acts as a temperature sensor on MS/TP or LINKnet networks or a zone controller.

    BACstat II: A controllers that acts as a temperature sensor on MS/TP or LINKnet networks or a zone controller.

    3rd Party Controller: A BACnet controller supplied by another vendor.

    BACnet Room Controller: A version 3 Room Controller such as DAC-T305.

    HVAC Delta Application Controller: A medium universal controller such as DAC-606.

    HVAC Delta System Controller: A large HVAC DSC controller such as DSC-1616, DSC-1212 or DSC-1280.

    Lighting Controller: A Lighting Controller such as DLC-G1212 or DLC-D936.

    Access System Controller: An Access controller such as the ASM-24E.

    LINKnet Device: A LINKnet device such as a DFM-200 or DFM-400.

    Fancoil: A Fan Controller such as a DFC-304.

    enteliTOUCH: A Delta enteliTOUCH device such as the eTCH-7ET.

    enteliBUS Controller: A BACnet Building Controller such as an eBCON which supports I/O modules.

    enteliBUS Manager: A device that performs a function similar to an RTR router controller but on an enteliBUS network.

  • 3 - Using Navigator

    35

    Icon Description

    enteliBUS Touch Manager: An enteliBUS manager but with a HMI provided by an enteliTOUCH screen.

    Active Alarms: Contains all of the active alarms at the site. It can appear in two different ways.

    When no Active Alarms are present, the folder appears as on the left.

    When Active Alarms are present, the folder displays a large red alarm icon.

    Reports: Contains reports of the system that have been generated including, Query, Tenant Billing or Access Reports.

    Graphics: Contains the site graphics. It is an optional folder and appears by default.

    Historian: Creates archival backup of Trend and Alarm data.

    Interpreting Controller Connection Icons The controller icons in the left pane of Navigator provide information about the status of the network connection between the controllers and ORCAview.

    This Network View displays all the controllers connected to the Operator Workstation, and shows if the controllers on the Delta Network are communicating properly. Controllers must be online before you can manipulate any objects from the right pane of Navigator.

    Controller Online ORCAview has established good communications with the controller. The left pane of Navigator shows the icon for both AHU #1 and #2 controllers without a red X or yellow question

  • 36

    mark. The right pane of Navigator shows the objects in the selected controller.

    Controller Off Line When a controller is unable to connect to ORCAview, a red X is shown on the controller icon. Possible reasons could be loss of AC power to the controller or network issues. If a controller is off line, you can query the controller to reestablish communications.

    To Query a controller:

    1. In the left pane of Navigator, right-click the offline controller.

    2. Click Query Panel to reestablish controller communications.

  • 3 - Using Navigator

    37

    Query Controller The yellow question mark appears when ORCAview is busy verifying that a controller is active on the network. The question mark disappears when the operation is complete.

    Non-Operational Controller The yellow wrench appears when ORCAview detects an addressing conflict or network configuration conflict.

    When a controller is non-operational it will normally be accompanied by the display of an on screen message.

    To fix non-operational controllers do the following:

    1. In the left pane of Navigator, right-click the controller.

    2. Point to Command and click Reconfigure.

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    Controller Version Warning When a controller on the network has firmware of a version different from the Operator Workstation, a red circle with a white exclamation mark appears. This indicates that potential problems may occur if you try to modify this controller’s database with a mismatched Operator Workstation.

    Using Custom Views Custom Views provide different ways to organize the display of controllers and database objects in Navigator. The default Network View displays objects based on the controller they are created on. Custom Views can filter all site objects and display only the desired ones based on descriptor name, object type or physical object reference.

    Custom Views are organized in a folder tree structure on the left pane of Navigator and automatically saved on the OWS computer. They can be created and modified by the user. The Sample Custom View that comes with ORCAview provides an example of how Custom Views can be used to display site information.

  • 3 - Using Navigator

    39

    To select a custom view:

    1. From the ORCAview Dashboard, click View.

    2. From the submenu, select Custom view.

    3. From the list, select the custom view you want to see.

    Using Network Tree - Left pane

    The left pane of the Navigator shows the Delta Controls network. Right-clicking a controller in the left pane provides the following commands.

    Saving and Loading Databases for Controllers Databases should be saved whenever a change is made, to ensure that a current backup database always exists for all the controllers.

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    For information on how to save and load databases for unitary controllers such as a DAC Application controller, see the Save and Load Databases to Flash Memory section of this chapter.

    What is a Database? A database refers to a file that contains all of the objects from a particular controller. Database files have a .pdb file extension.

    Saving Databases for All Network Controllers The Save All command saves time by allowing you to back up all databases on the network with a single command.

    To save databases for all network controllers:

    1. In the left pane of Navigator, right-click the Delta Network icon.

    2. Select the Delta Network in the left pane of

    Navigator.

    3. Right-click and choose Save All.

  • 3 - Using Navigator

    41

    4. Type in a Base Name that serves as the root name for all the different controllers on the network.

    5. Click OK.

    Saving a Database Each database is specific to a particular controller in the network.

    To save a database for a single controller:

    1. Select the controller in the left pane of Navigator.

    The dialog appends a date and time at the end of the base name This makes it easier to locate database files.

    During Save All or Save As, it is recommended that all databases be saved in the default site folder.

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    2. Right-click and select Save As.

    3. Enter a File name and click Save.

    4. The file is saved in the Site folder.

    Loading a Database Each database is specific to a particular controller in the network.

    Caution: This procedure will replace and copy over the database already existing in the controller.

    Databases may be specific to a particular controller in the network. Take care to load the appropriate database.

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    43

    To load a database:

    1. In the left hand Navigator pane, identify the

    controller. This symbol represents a controller.

    2. Right-click the icon representing the controller connected to your OWS.

    3. From the submenu, select Load.

    4. From the open Dialog Box, select the .pdb panel database file you want to load.

    5. Click Open. The database loads into your

    controller.

    6. When the Load Database is complete, click OK.

    Saving / Loading Databases to Flash Memory The following commands only display in the submenu if you have selected a controller in the left pane of Navigator that contains flash memory.

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    Load from Flash This command restores the current database existing from flash memory to RAM in the controller.

    Save to Flash This command saves the current database existing in the RAM of the controller to the controller flash memory. Once saved to flash memory, the database is safe from loss due to power failures.

    Clear Database This command clears the current database in RAM. It does not clear the flash memory. To clear the flash memory, first use the clear database command and then use the Save to Flash command. The blank database will be loaded into flash memory.

    Reset This command performs a hardware reset on the controllers. This feature is also applicable to all controllers.

    Use these commands with care. You may delete a database from a DAC controller by mistake. This caution especially applies to Clear Database.

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    45

    Viewing Controller Objects - Right pane Navigator is flexible and allows the user to define both the content and organization of the information listed in the right pane window. The right pane is where you work with the objects contained in the controller selected in the left pane.

    Setting Navigator View The right pane of Navigator has four possible views that change the presentation of the information.

    The four different right pane view types are:

    ß Large icons: Object type is indicated by the symbol and size

    ß Small icons: Object type is indicated by the symbol and size

    ß List: displays objects in a list form with small icons

    ß Details: displays objects and information received from the controller in a column format along with small icons

    Detail View is most common. It presents information about the objects on the controller and shows live, dynamic data with sort, find, and filter tools.

    To select a view:

    1. In the right pane on Navigator, in a white area, click the right-mouse button.

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    2. From the menu, select a view.

    Displaying Real-time Data In the Detail View, the Navigator display varies depending on whether the data is being refreshed. The Show Real-time Data command toggles the display of dynamic data ON or OFF.

    If Show Real-time Data is ON, data from the controller is periodically refreshed. The Name, Object, Object Type, Value, Auto Manual, Commissioned, Status, Units, and Alarm columns display.

    You must be in Detail View to display real-time data.

    To switch Show Real-Time Data ON or OFF for Navigator:

    1. Right-click a blank area in the right pane of Navigator.

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    47

    2. Click Show Real-time Data. A check mark displays when Show Real-time Data is active.

    3. A Refresh Progress Bar at the lower right of the

    Navigator window shows when the data is refreshed.

    Navigator Refresh Rate Right-clicking the refresh icon in the lower right corner of the Navigator Window provides a quick way to adjust the Navigator Refresh Rate. Clicking on the Show Real-time Data command on the Right-mouse menu switches the Navigator data display between ON and OFF.

    The Refresh Progress Bar at the lower right of the Navigator window shows when the data is refreshed.

    To change the refresh rate:

    1. Right-click on the refresh icon in the lower right of the Navigator window.

    Only the data visible on the display is refreshed. When you resize or scroll down the Navigator window, Navigator will refresh the newly visible information.

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    2. Select the refresh rate from the pop-up menu.

    Because refreshes increase network traffic, you may wish to slow down the rate of data refreshes depending on the demands on your system.

    Filtering Objects with Navigator System objects are required for setup but are not normally required for day-to-day operation of the system. By default, system objects are shown in the Navigator window.

    Navigator has two features that provide filtering:

    ß Show/Hide System Objects Filter Icon

    ß Show/Hide System Objects Filter Box (sometimes called Master Filter)

    The Filter icon , in the lower right corner of the Navigator window determines if System Objects are displayed in the Navigator right pane.

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    The Filter icon gives the user four options. To choose which System Objects Navigator displays, right-click the Filter icon, and then select one of the following:

    Hide System Objects

    Show Only System Objects

    Show All

    Active Alarms

    Using the Navigator Filter Box The Filter box is used to sort and display specific types of objects. To filter for specific objects, type the desired name into the filter box and press Enter on your keyboard.

    For example, the object filter box has an AI entry and so filters for Analog Inputs.

    Filtering by Object Type Type the object type using a 2 or 3 character acronym that the system reserves for an object type.

    If the Hide System Objects filter is ON and you enter a filter for a system object, nothing displays. Set the Filter icon to Show System Objects or Show All.

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    To Filter for: Enter:

    Analog Input AI

    Analog Output AO

    Analog Variable AV

    Binary Input BI

    Binary Output BO

    Binary Variable BV

    Calendar CAL

    Schedule SCH

    Trend Log TL

    Multi-Trend MT

    Event (Alarm) EV

    Binary Totalizer BT

    Analog Totalizer AT

    Controllers DEV

    System User Access SUA

    The system uses the information in the filter box as an object type acronym, and if no match is found, then it searches the objects for a matching object name.

    The object acronyms are not case-sensitive. For example, typing either uppercase EV, or lowercase ev, and pressing Enter will still display all the Events (Alarms).

    You can enter more than one filter in the filter box. Leave a space between the filters. Use wildcards (*) to filter groups of objects using object references.

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    Filtering by Object Name Type the object name. For example: AHU2 Supply Fan Status and press Enter.

    Use wildcards to filter groups of objects. Wildcards are characters that represent various letters. For example: The character * can represent any letter or number.

    Opening Objects in Navigator Right pane All objects can be opened by double-clicking them in the Navigator window.

    When you open an object, it displays as a dialog box. The dialog boxes contain the following features:

    ß Tabs that organize data by information type

    ß Checkboxes, buttons, menus to display, view and modify object settings

    ß OK, Cancel and Apply Buttons

    ß Help Button

    It is important to realize that filters for object names such as AH1* are case sensitive. If you type ah1*and press Enter, no matching objects will display in the right hand pane. However, filters for object types such as EV or ev are not case sensitive.

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    Confirming Refresh Rate for Objects A green dot (LED), indicating the refresh rate of the data in the dialog, appears next to the object icon on the main tab or in the dialog header area. The green dot (LED) in the top left corner of the dialog changes state for each occurrence of a refresh.

    Do not confuse the green dot (LED) refresh rate for objects such as dialogs or graphics with the Refresh Rate for the Navigator window data.

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    Buttons and Drop-down Lists Most object dialogs have push buttons and drop-down lists for selecting settings. The Log Type drop-down list gives a selection of choices.

    Changing Object Mode (Auto, Manual, ON, OFF) Most objects have Auto and Manual mode settings. If you click on the Auto button in the header, the mode changes to Manual. Some objects have an analog value, typically a number from 0 to 100.

    Auto and Manual The Object Value or state of the Object is set by the controller. The object Value or state of the Object can be

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    modified by an operator to temporarily override the automatic value.

    When Manual mode of operation is enabled, a drop-down list or spin box displays.

    Use this area to select the override value. For the mode to change, click Apply or OK.

    In some cases you might put a variable or output into Manual mode and set a reasonable value to override the Auto value. For example, you might enter a manual value for a temperature setpoint.

    Objects placed in Manual mode stay that way until you put them put back into AUTO mode. Once changed back to AUTO you must click Apply or OK to send the changes to the controller.

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    Using Controller Objects - Right pane When an object is selected in the Navigator right pane, it can be commanded by right-clicking it.

    The following commands are available from the right-click Command submenu.

    Auto: Switches the object to Auto Mode.

    Manual Value: Sets an analog object to a manual value.

    Manual On: Sets a binary (digital) object to ON.

    Manual Off: Sets a binary (digital) object to OFF.

    Acknowledge: Permits the operator to acknowledge an Alarm. See the Chapter Six - Working with Events/Alarms chapter of this guide for further information.

    Reset: Clears historical information such as Trend Samples, Events, and Totalizers from an object. All Trend samples are removed or totals are reset to Zero. The Reset function varies depending on the object.

  • 4 - Managing Your Site

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    How Do I Manage My Site? This chapter explains how to change settings and preferences that affect either a specific user or the entire site. New Users can be added to ORCAview with the required security settings and permissions.

    You may need to adjust settings that affect the whole site and also settings and preferences that apply only to a single user.

    Adjusting Time ORCAview uses the Date and Time from the computer’s Operating System. The Set Controller Time command, on the Tools menu of the Dashboard, sends the current date and time to all the controllers on the Network.

    Setting Date and Time for the Computer ORCAview uses the time produced by the computer, which is set from the Windows Control Panel.

    To Set the Windows Date and Time:

    1. Click the Start button, point to Settings, and click Control Panel.

    2. Double-click the Date and Time icon.

    3. Click the Change date and time… button.

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    Checking Controller Time You may want to confirm the time on a particular controller. A Schedule that uses the time on a controller may not run at the expected time. Over the course of a year, an offset may have developed between the controller time and the actual time. You can confirm the controller time by opening the device object and selecting the Time Info tab.

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    To check the time on a specific controller:

    1. In Navigator, select a controller in the left pane.

    2. In the right pane of Navigator, open the device (DEV) object for the controller.

    3. Click the Time Info tab.

    Sending Computer Time to All Controllers The Set Controller Time command sends the current computer Date/Time to all the controllers on the Network. If the time in the Set Controller Time dialog is incorrect, change the Windows time and date.

    To send the current computer time to all controllers:

    1. On the Dashboard, click Tools and select Set Controller Time.

    2. In the Set Controller Time dialog, make the

    required changes.

    3. Click OK to send this information to the controllers.

    Changing Your Existing Login Password You can change your existing Password to one that is easier to remember.

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    To change your password from the Dashboard:

    1. On the Dashboard, click Tools and select Set Password.

    2. In the Set Password field, enter your Old

    Password.

    3. In the New Password field, type in your New

    Password.

    4. In the Verify field, type in your New Password again.

    Modifying an Existing User The Setup, User Data, Login, and Permissions tabs of the System User Access (SUA) object contain settings you can modify for a specific user.

    You will only be able to modify System User Access if you have permission to edit your security login.

    The User Data tab on the System User Access contains information about the user and some of the settings for that user when they log into ORCAview.

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    Changing a Password for a User To modify the Password entry, you need to have Edit/Modify permissions on SUA objects.

    To change a password for a user:

    1. Open the System User Access (SUA) object for the user.

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    2. On the Setup tab, in the Password field, type a new password.

    3. Click OK to apply the changes.

    Changing the Starting Graphic You can specify which starting graphic opens automatically after login. This would be the starting point for the user.

    A typical starting graphic is one of the following:

    ß An overview picture of the site (embedded electronic photo or graphic drawing)

    ß A main menu listing various options available

    The starting graphic provides a familiar starting place for the various users of the system. Although each user can have a different starting graphic, normally all users would have the same one.

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    To set the starting graphic for the current user:

    1. Log into the site.

    2. On the Dashboard, click the Tools menu, point to Setup, and then click Current User.

    3. The SUA dialog for the current user displays, click the User Data tab.

    4. At the right side of the Starting Screen field, click the browse button, and select a .gpc file from the Graphics folder.

    5. If the .gpc file is not in the Graphics folder, specify the complete path along with the filename, in the File name: field.

    Or you can click the drop-down list to browse for the location of the graphic.

    6. Click OK to apply the changes.

    Next time this user logs in to the system, the graphic selected opens automatically.

    Changing the Alarm Filter for a User The Alarm Filter field for an SUA is empty by default, which means all Alarms are displayed. If an Alarm Filter is selected, that Alarm notification is not displayed for the filtered type of alarm when the user is logged in.

    If an Alarm Filter field has specified an Event Filter (EVF) object, Alarms Notifications are filtered. The user will not

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    receive Alarm Notification for the Event Classes listed in the EVF object. See the chapter, Working with Events and Alarms in this document for the details on Alarm Filters.

    Adding a New User to the System The following procedure shows you how to add a new user to the system.

    One approach to save time is to copy and paste an existing SUA that has similar permissions. Since the permissions for the new user are already set, you only need to modify the Name and Password. See Modifying an Existing User on page 60 for information on how to modify the copied SUA. To add a new user:

    1. In the left pane of Navigator, select the Operator workstation.

    2. In the Navigator filter box, enter SUA and UA.

    3. In the Navigator right pane, select the SUA object you want to use, right-click, and then click Copy.

    4. With the workstation still selected in the left pane of Navigator, right-click any white space and select paste.

    5. Navigator opens a dialog to prompt for a new name. In the Object Name field, enter the new user name.

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    This step automatically creates a new user on the BACnet and V2 security panels as well.

    6. In the Navigator right pane, double-click to open the SUA, and click the Setup tab.

    7. Select the corresponding SUG from the appropriate list.

    8. Change the existing password and click Apply.

    9. For the new SUA or UA that was automatically created on the BACnet and V2 security panel(s), repeat steps 5, 6 and 7.

    The security panels are defined in the Site Settings object in ORCAview. The new user may now log into the system.

  • 5 - Using Calendars and Schedules

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    Introduction to Calendars This chapter explains how to use Calendars with Schedules in the daily operations of your facility. Schedules specify the normal weekly operations and can link to a Calendar to cover exceptions to normal operation. Calendars define a specific day, range of days or recurring days during the year when operation may differ from what is defined in the Schedule.

    What is a Calendar When a Calendar object defines special days of the year, it overrides the normal weekly operations specified in the Schedule object. You can use the Calendar to change the operations for any day/date/month of the current or a future year.

    Viewing a Calendar You can view a Calendar by double-clicking a Calendar object in Navigator. The Calendar opens to the current month.

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    Month Scroll Buttons

    Use the month scroll buttons to view the months and years in a calendar. If the forward month button is clicked once, the following month displays. If this button is held down, the months scroll until the button is released.

    Legend When a date on the Calendar is defined, it will be a different color. The Calendar object contains a Legend defining what each color means.

    Tool Tip Description Hover the cursor over a selected date and a tool tip displays any content located in the description field. The default entry in the description field is that specific date. For example, if a single date entry were added, the default description field would display as shown in the graphic above.

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    Configuring a Calendar This section describes how to configure the following entries:

    ß Single date

    ß Date Range

    ß Recurring date

    All three types of entries can be added, edited, or deleted using right-click commands. The Single date and Date Range can be added or removed using only left-click, but you must use right-click commands to edit them.

    Entering a Single Date A Single Date Calendar entry is the most common type of exception to the normal operations defined in a Schedule.

    To add an individual date:

    1. Use the Month scroll buttons on the Calendar to select the desired month.

    2. Position the cursor on the desired date and click. The blue highlighted date indicates its addition to the Calendar.

    3. Click Apply or OK.

    To delete Dates from a Calendar using left-click:

    1. Use the Month scroll buttons on the Calendar to select the desired month.

    2. Position the cursor on the desired calendar entry, and click. A blank field shows its deletion from the Calendar.

    To delete Dates from a Calendar using right-click:

    1. Use the Month scroll buttons on the Calendar to select the desired month.

    2. Position the cursor over the desired date and click with the right mouse button.

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    3. Click Delete Entry.

    4. Click on the description of the entry that you

    want to delete. (e.g. November 6, 2011)

    5. Click Apply or OK to accept the changes. The

    blank field indicates its deletion from the Calendar.

    Entering a Date Range Some exceptions to normal operation involve a range of several days in a row. If you need to enter a Date Range that spans 2 months, you must enter it using right-click.

    You can add or remove the Single date and Date Range types using a left-click only, but you must use right-click commands to edit them.

    Date Range of One Month or Less To add a Date range to a Calendar:

    1. Use the Month scroll buttons on the Calendar to select the desired month.

    2. Position the cursor over the desired start date, click and hold the left mouse button.

    3. Drag the cursor to the end date within the current month.

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    4. Release the left mouse button.

    5. The selected date range is immediately highlighted red, which shows it was added to the Calendar.

    6. To extend or shrink the range, click the first or last date, and then drag to the new date.

    If you click individual dates on either side of the range, the Operator Workstation views these as individual dates and they are highlighted blue.

    7. Click Apply or OK.

    Date Range of More than One Month You can add Date Range types using only left-click, but you must use right-click commands to edit them.

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    To add a longer Date range to a Calendar:

    1. Position the cursor over the desired date and right-click.

    2. Left-click New Entry, and select the Date Range

    checkbox.

    3. Click the drop-down list for the Start Date or

    End Date you want to modify, and a small calendar displays.

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    4. After selecting the month you want, click the

    new date on the small calendar.

    5. Click Apply or OK.

    Deleting a Date Range To delete a Date range from a Calendar using right-click:

    1. Position the cursor over the desired Calendar entry and click with the right-mouse button.

    2. In the submenu, click the Delete Entry.

    3. Click Apply or OK.

    Entering a Recurring Date A Calendar Date recurrence is a more advanced type of exception to the normal operations defined in a Schedule.

    A Calendar Object can specify two types of recurring dates:

    ß Date: for example, December 25 of every year.

    ß Week & Day: for example, first week of every month.

    Date Recurrence If the event is a recurring Date entry, it is entered based on the Date that it recurs every year.

    The following figure shows how to specify a recurring pattern for December 25 of each year.

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    To define a Date Recurrence for a single date every year:

    1. Position the cursor over the desired date (example, December 25) and right-click.

    2. Click New Entry.

    3. In the Recurrence Pattern section, select the Date checkbox.

    The date that the mouse was positioned over in the calendar appears in the Start Date and End Date menus.

    You can edit the Month field using the drop-down list and the Date field using a spin box.

    Week, Day Month and Date Recurrence Pattern Week & Day entries are based on the Week, Day of Week, & Month, when the recurrence takes place. Any of the fields

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    can have a wildcard such as Every Month or First Week selected from the dropdown menu.

    For example:

    ß If the Week field has an Every wildcard, it is interpreted as every week of the month.

    ß If the Day field has an Every wildcard, it is interpreted as every day of the month.

    ß If the Month field has an Every wildcard, it is interpreted as every month of the year.

    The following figure shows how to specify the first week of every month as a recurring pattern.

    Editing Existing Dates You can change the dates of an existing entry, but you cannot change the Calendar entry type. If you want a different type of entry, delete the existing one, and then create a new entry of the required type.

    To edit dates:

    1. On the calendar, right-click an entry and select Edit Entry from the submenu.

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    2. From the options displayed, select a date to

    edit.

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    3. Select the entry, and then you can edit the date range or description.

    Editing the Description Field The Description field content can be modified to display more meaningful text. The modified entry displays as a tool tip in place of the default Calendar Entry description.

    To edit the Description field:

    1. Select a date where you would like to customize the text, and right-click.

    2. From the submenu, click Edit Entry.

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    3. In the Description field, enter your text and click OK to accept the changes.

    Introduction to Schedules Equipment can operate with a schedule based on the day of the week and also added exception schedules. A Calendar is based on the day of the year and provides one way to handle exceptions to the normal weekly operations.

    What is a Schedule? Schedules are used to define normal weekly operation of equipment. A Schedule object contains seven weekdays and can have links to Calendar objects.

    With 3.40, the Schedule object can now handle regular weekly and exception schedules that can cover either a whole or part of a day. Both types function together, and allow partial day scheduling. A schedule can now handle Real values and Multistate values (displayed as blue time blocks) in addition to the previous Binary (ON/OFF) values (displayed as green/ red time blocks).

    For more detailed information about the Schedule object see, Chapter 10 Software Objects, in the Technical Reference Manual.

    Viewing a Schedule You can view a schedule by double-clicking a Schedule object in Navigator. On the Main tab, schedules contain blocks, called time bars, which represent time periods when the Schedule is ON. These time bars are green/ red for ON/OFF schedules and blue for both Real and Multistate schedules. The days of the week display on the top side of the Schedule dialog. Schedules can have an unlimited number of times

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    defined per day but the overall number of exceptions on a schedule cannot exceed 100.

    The following figure show the entered time blocks in a Daytime EVR Schedule object.

    In the previous Schedule figure, the EVR Schedule would be:

    ß ON between 8:00 AM (8:00) and 5:00 PM (17:00) from Monday to Friday

    The following figure shows the Next / Last Transitions area from the Detail tab of the Daytime EVR Schedule.

    Overriding the Schedule Value The Schedule Object Value (Present Value) can be binary (ON/OFF), analog ( 65534 to + 65534) or multistate (1 to + 65534), depending on which objects are controlled by the Schedule. A Schedule can control only one type of object, so a

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    Schedule configured to control binary objects cannot also control analog objects.

    As long as the Schedule Object is in Auto Mode, the Schedule Value will equal the value assigned for the current Controller Time, first by the highest priority Exception Schedule, then by the Weekly Schedule, and finally by the default value if neither of the first two are available.

    In Manual Mode, the Value is assigned manually, regardless of the controller time. If the Schedule is set to control binary objects, only ON/OFF will be available options in a drop down list.

    To manually set a Schedule Object Value:

    1. Open the Schedule Object.

    2. Click on the Hand icon in the Header.

    3. Input the desired Schedule Object Value in the field that becomes available.

    4. Click Apply to save the change.

    5. The Object Value updates to reflect the assigned Value.

    Configuring a Schedule This section explains how to:

    ß Modify or delete weekly schedule or exception entries.

    ß Add weekly schedule or exception entries

    ß Define an exception based on a linked Calendar object

    Click the Hand icon to return to Auto Mode. The Value immediately changes to reflect the value assigned by the current Exception or Weekly Schedule if one applies. Otherwise, it returns to the Default Value.

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    Defining Weekly and Exception Entries The Main tab is the primary interface for inputting Weekly and Exception Values. It displays a standard weekly calendar, which can be scrolled to display a future or past date. Scheduled times are visible on the calendar as color coded blocks of time. A legend explains the color.

    The current time is identified with a thin yellow bar on the calendar.

    Legend The legend is in the upper right area of the Main tab. When you hover over the icon, the legend appears and the meaning of the different colors can be seen.

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    Selecting a Week/Date There are multiple ways of selecting a specific date or week on the Schedule calendar. The calendar will always display a Sunday to Saturday week.

    To scroll the calendar week to week:

    1. Click the right arrow to advance the calendar by one week.

    2. Click the left arrow to go back by one week.

    To select a specific date on the calendar:

    1. Click on the calendar icon next to Show Calendar.

    2. The date picker appears.

    3. Click on a specific date on the calendar. The

    arrows can be used to scroll to different months.

    4. The calendar updates to show the Sunday to Saturday week that contains the selected date.

    Or

    5. Type in a date in the Show Calendar field in mm/dd//year format (i.e. 08/17/2011).

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    6. Press Enter. The calendar updates to show the Sunday to Saturday week that contains the selected date.

    Adding Weekly or Exception Schedule It’s easy to add a Weekly or Exception Value to the Schedule. A Weekly Schedule repeats every week, at the same time and day. Exception Schedules can be defined in a more flexible manner, and are ideal for single events, holidays, or events that occur regularly but don’t belong on a Weekly Schedule. Exception Schedules can repeat, such as a specific day per year (e.g. a statutory holiday), or recurring exceptions (i.e. the second Friday of every month).

    To create a new schedule entry:

    1. On the Main tab, select the day of the week the Schedule is to occur on.

    2. Determine the start time for which this Schedule Value will be active.

    3. Click and drag the cursor down from the start time to highlight the required time period. Drag up to cancel the selection. When creating a Schedule that will overlap a previously created one, click and drag on the right edge of the Day column.

    4. The Add Weekly/Exception Schedule dialog appears.

    Double clicking on a Schedule can also bring up this dialog.

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    To add a Weekly Schedule:

    1. Click the Weekly Schedule tab.

    2. The specified day and time period appears by

    default. The time is rounded to the half-hour. If required, adjust the day(s) of the week and time period.

    3. Input the desired Schedule Value in the Value field.

    4. Click Add to save the Schedule.

    Days of the Week A Weekly Schedule can occur on a single day of the week, or multiple days, or on all weekdays. Use the checkboxes to select the desired days.

    Start and End Time The Start and End Time are written in 24-hours format. While the input time on the calendar is rounded to the half-hour, the time input in the Start and End Time field can be accurate down to the minute.

    For more detailed information about Weekly and Exception Schedules, see Weekly/Exception Schedules.

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    To add an Exception Schedule:

    1. Click the Exceptions tab.

    2. Select the Exception Type from the drop-down list. Depending on the type selected, different fields will appear.

    3. Select the applicable date(s).

    4. Verify the Priority, Start Time, End Time, and Value.

    5. Write a brief description for this Exception Schedule.

    6. Click Add to save the Exception.

    Exception Types There are five Exception Types to select from:

    Single Date: Create an Exception Schedule for a single day of the year, i.e. January 15th, 2012.

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    Date Range: Creates a Schedule for a single date range, i.e. May 2nd – May 5th, 2012.

    Recurring Week & Day: Creates a Schedule for a recurring day or week. This could vary from a specific day of a specific month, or a particular week of every month.

    Recurring Date: Creates a Schedule for a specific date, which recurs regularly (e.g. a statutory holiday).

    Calendar: Creates an Exception Schedule that is linked to a created Calendar Object on the same controller.

    To edit a Weekly or Exception Schedule:

    1. Click and drag to move or resize the Schedule on the Main tab.

    Or

    2. Double click the Schedule time bar.

    3. Depending on the type of Schedule created, different dialogs can appear. Edit as needed.

    4. Click Apply to save changes. Click Ok to close the dialog.

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    For more information on the Advanced button, see Modify Schedule.

    To fine-tune a time period of a Schedule or Exception:

    1. Double-click a selected period. The Modify Weekly Schedule or Modify Date Exception Schedule Menu opens.

    2. Adjust the time period by changing the numerical display of start and end time.

    To delete all the time bars defined for a day:

    1. Select the Day field.

    2. Press the Delete key on the keyboard. For example, select the Sunday Day field and then press Delete.

    To delete a selected time bar defined for a day:

    1. Select the time bar for the desired day.

    2. Then press the Delete key on the keyboard.

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    Defining Calendar Exception Schedule A Calendar Exception defines a specific day, range of days, or recurring days during the year when equipment and/or systems will operate differently than they would otherwise according to normal Schedule Objects. This provides the operator with a convenient method of overriding the normal weekly schedule of the Schedule Object.

    A Calendar Exception must be linked to a corresponding Calendar Object created on the same controller. Make sure to create the Calendar Object first, or the Exception Schedule will not be created.

    The instance specifies the name of the Calendar object that is linked to the Schedule object. Use the drop down list to select the correct Calendar Object.

    You can only reference Calendar objects that are in the same controller as the Schedule object.

  • 6 - Events and Alarms

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    Working with Events and Alarms An Event occurs if a monitored value is outside of a defined operating range or condition. The system responds as specified in the Event object. The Event Management System monitors inputs and outputs, and sends Alarm Notifications to the operator. This chapter explains how to acknowledge, view and interpret that information.

    As an operator, you respond to alarms during normal day-to-day operations of your site. When an Alarm Notification occurs you respond to it and, if necessary, correct the cause of the Event. You can also modify the conditions that result in an Alarm Notification.

    The goal in this chapter is to explain the basic features. For more detailed information on how to create and configure Events see Chapter 5, Event Management System in the ORCAview Technical Reference Manual.

    What is an Event? The main purpose of the Event object is to provide a method for setting up what warrants an Alarm Notification. An Event determines when the control system detects abnormal operating conditions. If a value is outside of the defined operating ranges or conditions, the Event Management System sends an Alarm Notification.

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    What is the Event Management System? The Event Management System (EMS) provides the operator with an automatic method of monitoring object values and sending Alarm Notifications to the screen, printers or logs. The EMS includes the following objects.

    Object Function

    Event (EV) An EV detects if a value is outside of the defined operating ranges or conditions and then the Event Management System issues an Alarm Notification.

    Event Log (EVL)

    The EVL records a history of events that have been defined to be logged in the EVL. The Event Log provides details about each Event entry in the log. The Event Log can exist on either the OWS or the controller.

    Event Router (EVR)

    The EVR object is used to print, page, and email or save alarm notifications to text files. The Event Router must be located on the same controller or OWS that the information is being routed to, either a printer, text file or email server.

    Event Filter (EVF)

    The EVF specifies which Event Classes of event notifications are to be ignored when a particular user logs into the OWS. An Alarm Filter is referenced in the User Data tab of the SUA for each user.

    Event Class (EVC)

    The EVC provides a method allowing different classes of Events to be grouped, printed or logged in different places. The Event Management System has different Event Classes defined; defaults are Network, Notification, Maintenance, Security, Critical, Fire, Archival, Access Control Event and Access Control Alarm.

    Event Settings (EVS)

    The EVS sets the Event processing options.

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    The Event Router, Event Filter, Event Class and Event Settings are System Objects. Press the F1 key in Navigator to find out more about Navigator filter settings.

    Event (EV) The EV object defines the type of monitoring that takes place for an object such as an input or output. The Event contains setup information such as what conditions cause a notification, setup parameters and the value to monitor.

    The upper area of the EV dialog displays the monitored object, its current value or state and the conditions for an Alarm Notification.

    To get more information about a specific field, press F1 on the keyboard or the Help button on the EV dialog.

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    Event Types and Transitions The Event Type defines the function and the fields of the Setup tab on the Event object. Each Event Type is designed to suit a particular kind of application. The fields and parameters on the dialog change based on the selected Alarm Type.

    The monitored object specifies the value that the Event tests to see if it is within the defined operating conditions. The following table highlights common BACnet Event types, along with some examples.

    Event Type / Monitored Value Functions and Example

    Out of Range: Analog

    An Out of Range alarm type monitors whether an analog object value is within fixed high and low limits.

    Example: an Out of Range alarm might detect if the Mixed Air temperature is near freezing and generate an Alarm Notification before the digital freeze status indicator trips.

    Floating Limit: Analog

    The Floating Limit alarm type compares an input with its setpoint using high and low limits based on the setpoint value.

    Example: a Floating Limit alarm can detect if the room temperature is 3 degrees above or below the variable setpoint.

    Change of State: Binary (digital)

    The Change of State alarm type monitors a Binary value and notifies when the input state changes.

    Example: a Change of State alarm might monitor if a filter alarm changes from Clean to Dirty. Also this alarm type is typically used with a smoke detector or a freeze status indicator.

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    Event Type / Monitored Value Functions and Example

    Command Failure: Binary (digital)

    The Command Failure alarm type confirms that two values match.

    Example: a Command Failure alarm compares a flow switch to the command state, to detect if a fan that was commanded ON has an OFF status.

    Event Transitions The parameters displayed in the event depend on the event type. The upper area of an event displays details such as:

    ß Alarm Type and parameters

    ß Alarm Input Value and its value

    ß Pending Alarm

    A transition occurs when an Alarm Input value is outside of the defined Event conditions or returns to within the defined Event conditions.

    Typically, an event has a Time Delay during which the alarm input value must continue to be outside the defined conditions before an Alarm Notification is sent.

    Transition Alarm Type Meaning

    Normal All The monitored value is operating as expected.

    Pending All The monitored value is outside its limits, but the Time Delay has not expired.

    Alarm Change of State Command Failure

    The monitored value is not operating as expected.

    High Limit Out of Range Floating Limit

    The Alarm Input value is greater than the High Limit.

    Low Limit Out of Range The Monitored value is less than

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    Transition Alarm Type Meaning Floating Limit the Low Limit.

    Return to Normal

    All The monitored value makes a transition back to normal from an alarm condition.

    Acknowledge When you acknowledge an Event, the Event Management System adds ACK to the transition description that you see in the Event Log or in Alarm Notification printouts.

    The Alarming Basic Block Diagram The following figure shows the basic Event information flow.

    A typical sequence of events is as follows:

    1. The event occurs on controller 300.

    2. The notification is sent to the OWS and/or a controller (ex. DEV 400).

    3. The OWS sends the Alarm Notification to the screen, then logs it to an Event Log or Printer.

    - or -

    4. The controller logs the Alarm Notification to an Event Log or routes to a Printer.

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    Alarm Notification When an event occurs, an Alarm Notification is sent to the OWS. For example, an Out of Range Event sends an Alarm Notification when the supply air temperature is above the specified High Limit.

    The OWS displays the most recent Alarm Notification first. You may have many other Alarm Notifications as well. The Dismiss menu allows you to dismiss active Alarm Notifications, and then review them in the Active Alarms Folder.

    Acknowledging and Dismissing Alarm Notifications To respond to an Active Alarm, click the Acknowledge button on the Alarm Notification dialog.

    Alarm Notifications stack up on