PowerLogic ION Enterprise 5.6

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1 PowerLogic ION Enterprise 5.6 Power Management Software User Guide April 2007

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3 Notices This section describes the symbols used in this guide. Danger This alerts you to things that may cause serious injury to a person. Only qualified, properly trained personnel should perform these procedures. Caution This alerts you to things that may cause loss of data, damage to your computer or your device Note A note provides you with additional information that you might want to consider. Tip This draws your attention to information that will help you perform a task more quickly or easily. Documentation Conventions PowerLogic, ION, ION Enterprise, and Modbus are either trademarks or registered trademarks of Schneider Electric. This section describes the terms used to describe common methods or procedures used throughout this guide. Clear Click Double-click Drag Enter Point Press Select Type Place the mouse cursor over the check box, then click the mouse button to remove the check mark from the box. Place the mouse cursor over the button or item, then press and release the mouse button. Place the mouse cursor over the button or item, then press and release the mouse button twice. Hold down the mouse button while moving the mouse cursor to hightlight the selection or move the selected item, then release the button. Type the information, then press ENTER on the keyboard. Position the mouse pointer over an item such as a menu command. Press the specified key or combination of keys (for example, CTRL+ALT+DEL) on your keyboard. Place the mouse pointer over a radio button or check box, then click the mouse button to mark your selection. Type the information in the space or box. DO NOT press the Enter key.

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5 Contents Chapter 1 Introduction ION Enterprise Software Components Core Applications Administration Programming ION Enterprise Services ION Enterprise Databases Getting Started Starting ION Enterprise Logging in to ION Enterprise Chapter 2 Management Console The Management Console Interface Shortcut Menu Summary Management Console Network Components Detailed Operation Adding a Network Component Editing a Network Component Deleting a Network Component Accessing Meters with Advanced Security Configuring the Network through SQL Statements Configuring Connection Schedules Setting Up Large Systems Creating Multiple Copies of an Ethernet Device Creating Multiple Copies of a Serial Device Creating Multiple Copies of an OPC Device Selecting Multiple Devices to Configure Using the Table Editing Area Edit, Copy and Paste Find and Replace Chapter 3 Management Console Tools Introduction User Manager Starting User Manager

6 License Manager Diagnostic Viewer Starting Diagnostic Viewer Navigation Panel Diagnostics Information Panel Using the Filter Editor Server Diagnostics Communications Diagnostics Additional Commands Communication Status vs. Site Status Device Upgrader Using Device Upgrader Firmware Upgrade Error Codes Remote Modem Setup Using Remote Modem Setup Virtual Processor Setup Configuring the Virtual Processorʹs Modbus Service Modifying the Global Parameters Chapter 4 Vista Starting Vista Ending Your Vista Session The Vista Interface Vista User Diagrams What is a User Diagram? Default User Diagrams Generating, Opening and Closing a User Diagram Generating a Network Diagram Opening a User Diagram Specifying a Vista Diagram to Open for a Given User Closing a User Diagram Navigating a User Diagram Display Mode and Edit Mode Grouping Windows Display Features Monitoring Your System in Vista Viewing Real Time Data Viewing Logged Data

7 Controlling System Functions Plotting Logged Data The Log View Plotter Viewing the Plot Display Tab Viewing the Harmonics Analysis Tab Viewing the Phasor Diagram Tab Adding Parameters to a Log View Plotter Adding Data from a Data Log Viewer Adding Events from an Event Log Viewer Adding Data from a Spreadsheet or Text File Customizing the Log View Plotter Customizing an Axis Customizing Curve Style Customizing Graph and Legend Options Removing Graph Parameters Overlaying Curves (CBEMA) Creating and Editing a User Diagram Opening a User Diagram Creating a new user diagram Saving a User Diagram Placing Diagram Objects into a User Diagram The Enable Undo Option Types of Diagram Objects Adding a Diagram Object to a User Diagram Moving a Diagram Object Resizing a Diagram Object Arranging Object Layout: Alignment, Grid, and Size Cutting, Copying, and Pasting a Diagram Object Copying a Group of Diagram Objects to a Framework Linking a Diagram Object to a Data Source Linking a Numeric, Status or Control Object Configuring a Data Log Viewer or Event Log Viewer Adding a Global Event Log Viewer Querying the Database Using the Query Options Using the Query Wizard Custom User Diagrams Customizing a Diagram Object Caption Options Text Options Edit Text Options Link Options

8 Query Server Options Display Options Action Options Box Options Annunciation Options Alarming Options Customizing a Diagram Window Default Font Background Color Configuring Window Properties Chapter 5 WebReach WebReach Support WebReach Installation After ION Enterprise is Installed Preliminary Setup Displaying Vista Diagrams Online Viewing Historical (Trend) Data Viewing Meter Events Adding a Global Event Viewer Stale Data or Error Indicators Advanced WebReach Configuration Custom Network Diagram Setup WebReach Registry Settings Additional Information Troubleshooting Chapter 6 Reporter Reporter Basics Starting Reporter Creating a Report Wizard Step 1: Select Template Wizard Step 2: Select Database and Sources Wizard Step 3: Set Up the Report Options Previewing the Report Generating a Report Types of Reports Energy and Demand Load Profile Power Quality EN IEC Waveforms Modifying the Finished Report

9 Upgrade Considerations Custom Templates Creating a Report Without a Template Automatic Report Generation Using Reporter on Secondary Server or Client Troubleshooting Chapter 7 Designer Getting Started with Designer Starting Designer The Designer Interface Display Mode and Edit Mode Designer Shortcuts Quitting Designer The Node Diagram Using a Node Diagram Icons Grouping Windows Windows Working with ION Modules Using ION Modules Linking and Configuring ION Modules Deleting Links Configuring ION Modules Copying and Pasting ION Modules Viewing Output Registers, Setup Registers, and Inputs Time of Use (TOU) Program Management Advanced TOU Schedule Configuration Virtual Processor Service Using the Virtual Processor Distributed Control Modbus Communications Common Virtual Processor Applications Setting Global Parameters Chapter 8 Modbus Device Importer Introduction ION Object Descriptions Managers Modules Registers

10 Main Console Screen Main Toolbar File Menu Edit Menu View Menu Tools Menu Settings Menu Help Menu Configure Logging and Calculation Button Editing a Register Register Properties Defined Key Mappings General Key Shortcuts Register Quick Edit Mode Tree view Pane Modbus Register List View Pane Additional Information Data Formats Configuring Logging and Calculation Screen Overview Configuring Register Logging Configuring Low, High and Mean Calculation and Logging Configuring Stale Data Settings Configuring Downstream Device Functionality Saving and Exiting Chapter 9 Database Management Microsoft SQL Server Database The Network Configuration Database The System Events Database The ION Database Database Manager Manual Tasks Scheduled Tasks Detaching then Re attaching Databases Attaching a Database Using Database Manager Restoring an ION Database from a Backup Accessing the ION Database with 3rd Party Applications Optimizing Database Query Time Log Inserter Log Inserter Components Configuring the Log Inserter Optimizing Log Inserter

11 Chapter 10 Alert Monitor Service Alert Monitor Service Setting Up the Alert Monitor Service Starting the Alert Monitor Service Chapter 11 Downstream Device Assistant Detecting Downstream Devices Downstream Device Assistant Basics Starting the Downstream Device Assistant Basic View Advanced View Displaying Physical Sources Sorting Data Options Downstream Device Assistant Functions Renaming the Assigned Source Cancelling Changes Changing the Measurement Mapping Adding a New Downstream Device Mapping Updating the Historical Data at a Later Time Activity Log Description of Columns and Commands Downstream Device Assistant Columns Downstream Device Assistant Commands

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13 1 Introduction PowerLogic ION Enterprise software is a complete power management solution for energy suppliers and consumers. It allows you to manage energy information from metering and control devices installed in your facility or other remote locations. ION Enterprise offers control capabilities and comprehensive power quality and reliability analysis to help you reduce energy related costs. ION Enterprise is compatible with Microsoft Windows Server 2003 operating system, and supports multiple communications standards and protocols available on ION meters and similar intelligent metering devices. You can also connect to existing power monitoring systems through industry standard protocols such as Modbus, OPC, DNP and XML. ION Enterprise uses Microsoft SQL Server 2005 for efficient and secure data management. You can install the SQL Server 2005 Express Edition that comes with ION Enterprise (4 GB maximum database size), or for larger database needs you can use an existing SQL Server 2005 instance (Standard edition or better) to host the ION Enterprise database. In This Chapter ION Enterprise Software Components Core Applications Administration Programming ION Enterprise Services ION Enterprise Databases Getting Started Starting ION Enterprise Logging in to ION Enterprise Schneider Electric. All rights reserved. Page 13

14 Chapter 1 - Introduction ION Enterprise 5.6 User Guide ION Enterprise Software Components This section outlines the ION Enterprise software components, and how they are used to build, monitor, maintain and customize your ION Enterprise system. Core Applications Administration These ION Enterprise programs are most commonly used in day to day power management tasks: Vista Vista is the main user interface for displaying graphical representations of your power monitoring system on a computer monitor. Vista displays real time and historical information, visual objects that indicate the current status of your system, and interactive objects that you can use to perform certain actions such as acknowledging alarms. WebReach WebReach is the ION Enterprise component that displays Vista diagrams in a web browser. Reporter Reporter is the tool you use to create and generate common energy, demand or power quality reports. These ION Enterprise programs help you set up and maintain your power management system: Management Console Use Management Console to add and configure network components such as servers, sites (communication links) and devices. Management Console also provides access to system and database applications, and utilities for managing user accounts and upgrading the software licensing. These are described in the following topics: Database Management on page 289 User Manager on page 51 License Manager on page 53 Designer on page 195 Diagnostic Viewer on page 54 Page Schneider Electric. All rights reserved.

15 ION Enterprise 5.6 User Guide Chapter 1 - Introduction Device Upgrader on page 63 Remote Modem Setup on page 66 Virtual Processor Setup on page 68 Modbus Device Importer on page 259 The following commands are available from the Management Console Tools menu when these add on components are ordered and activated: Update OPC Server This command checks the network for new sources of common or typical measurements to be exposed to the OPC Server; this is only available with the optional OPC Server license. PQDIF Exporter This command lets you export data to Power Quality Data Interchange Format (PQDIF) and set regular scheduled exports with notification; this is only available with the optional PQDIF Exporter license. Programming These ION Enterprise programs help you customize elements in your system and configure third party devices so the system can recognize and utilize them: Designer Use Designer to perform a wide range of functions, from configuring setup registers of devices on your network, to creation of complex frameworks using a combination of ION modules from hardware or software nodes. Modbus Device Importer Use Modbus Device Importer to integrate third party Modbus devices into the ION Enterprise network. Large System Setup Using Management Console Refer to Setting Up Large Systems on page 34 to set up large systems efficiently, using the Duplicate and Configure shortcut command for devices in Management Console Schneider Electric. All rights reserved. Page 15

16 Chapter 1 - Introduction ION Enterprise 5.6 User Guide ION Enterprise Services Many of ION Enterprise s core components run as Windows Services. This allows your servers to continue monitoring your power management system even when no users are logged on. In the event of a power outage, your system automatically resumes power monitoring when the power is restored. The ION Enterprise services are started and set for automatic startup by default, unless noted below: ION Alert Monitor Service continuously checks the ION Enterprise computer s communications ports for high priority events occurring at remote modem sites. When this happens, Alert Monitor initiates a communications connection to the remote modem site. Alert Monitor is registered as a manual service, and is not started by default. ION Component Identifier Service manages communications between local and remote ION Enterprise components. ION Connection Management Service is responsible for determining the connection status of the ION Enterprise systemʹs sites and devices, as well as handling resource allocation such as modems. This service manages the state of connectivity for the ION Enterprise software system. In order to establish the most appropriate state for the system, each connection and disconnection request is evaluated against the overall state of the system and availability of communications channels. The system status is stored in the Network Configuration Database. ION DDE Server is responsible for providing Dynamic Data Exchange (DDE) connectivity between ION devices and DDE compatible applications, such as Excel. ION DDE Server is registered as a manual service, and is not started by default. ION Log Inserter Service provides historical data storage for your powermonitoring system. Refer to Log Inserter on page 313. ION Network Router Service is responsible for routing all information between ION software components, such as client workstations and the Log Inserter. The service dynamically detects changes to the network configuration, including the addition of new servers; it is also capable of recognizing new software nodes, such as Vista, that are added to an existing server. This mechanism is used for automatic software node registration. ION Network Router Service has many dependent ION software services: the Virtual Processor, ION Log Inserter Service, ION Site Service, and DDE services cannot start and operate without it running. ION OPC Data Access Server manages and is responsible for supplying OPC data to client applications. ION OPC Data Access Server is registered as a manual service, and is not started by default. ION PQDIF Exporter Service translates ION data to PQDIF file format and manages scheduled PQDIF exports. ION PQDIF Exporter Service is registered as a manual service, and is not started by default. Page Schneider Electric. All rights reserved.

17 ION Enterprise 5.6 User Guide Chapter 1 - Introduction ION Query Service provides historical data retrieval for your powermonitoring system. Refer to Configuring a Data Log Viewer or Event Log Viewer on page 126 for more information regarding this service. ION Real Time Data Service manages and provides access to real time data from the power management system. ION Site Service manages communication links to and from ION Enterprise. ION Site Service is responsible for handling packet communications to system devices and controlling direct device communications. The service reacts to changes in network configuration: for example, often changes to certain channels, gates, ports, or device parameters can interrupt a connection). You can add, delete, or change channels, gates, ports, and devices without having to restart the ION Site Service, ION Network Router Service, and ION Connection Management Service. ION Virtual Processor Service provides coordinated data collection, data processing, and control functions for groups of meters. For more information on the Virtual Processor and its functionality, refer to Virtual Processor Setup on page 68. ION XML Subscription Service manages subscriptions to XML data for Vista diagrams. This service is used only by WebReach. When you open a Vista diagram in a web browser, the ION XML Subscription Service creates a subscription and delivers the real time data in XML format. Subscriptions expire automatically if they are not renewed. A browser renews a subscription by repeatedly requesting XML data. ION XML Subscription Store Service keeps track of data subscriptions to the power monitoring devices on the network. This service is used only by WebReach. ION Enterprise Databases The ION Enterprise databases are typically installed on the Primary Server and run in the background of your ION Enterprise network system. ION Enterprise uses the SQL Server 2005 instance you set up to connect to these databases: ION Database (ION_Data): This contains logged data from all devices on the power management network. Network Configuration Database (ION_Network): This contains information about your network topology the network connections, computers and every connected device, including dialout modems. System Event Database (ION_SystemLog): This contains records of all system events Schneider Electric. All rights reserved. Page 17

18 Chapter 1 - Introduction ION Enterprise 5.6 User Guide Getting Started Most ION Enterprise programs require you to log in before you can use them. Starting ION Enterprise Use one of the following methods to start ION Enterprise: Open the ION Enterprise Tools folder on your desktop and double click the icon of the program you want to start Double click the ION Enterprise icon to open the ION Enterprise Taskpad, then click on one of the links Click Start > Programs > Schneider Electric > ION Enterprise Tools. Logging in to ION Enterprise Some ION Enterprise programs require you to log in before you can access them. For read-only access without using a password, click View only. Type your user name and password in the appropriate box, then click OK. Some actions are restricted to certain users or groups, depending on how their login permissions were set up. See User Manager on page 51 for details. Page Schneider Electric. All rights reserved.

19 2 Management Console Use Management Console to add, remove or configure components such as metering devices in your ION Enterprise power management system. You can set up different types of sites (communication links such as Ethernet or serial), and set up connection schedules for these sites. In addition, the Management Console Tools menu provides access to device and system configuration, maintenance and programming tools. These include programs for managing the databases, user accounts and software license upgrades. See Management Console Tools on page 49 for details. CAUTION Unauthorized changes to the network configuration can result in an unstable or unusable network, therefore only users with Operator or Supervisor privileges can make changes in Management Console. In This Chapter The Management Console Interface Shortcut Menu Summary Management Console Network Components Detailed Operation Adding a Network Component Editing a Network Component Deleting a Network Component Accessing Meters with Advanced Security Configuring the Network through SQL Statements Configuring Connection Schedules Setting Up Large Systems Creating Multiple Copies of an Ethernet Device Creating Multiple Copies of a Serial Device Creating Multiple Copies of an OPC Device Selecting Multiple Devices to Configure Using the Table Editing Area Edit, Copy and Paste Find and Replace Schneider Electric. All rights reserved. Page 19

20 Chapter 2 - Management Console ION Enterprise 5.6 User Guide The Management Console Interface To start Management Console: 1. Click Start > Programs > Schneider Electric > ION Enterprise Tools > Management Console (or double click the ION Enterprise icon on your desktop to open the ION Enterprise Taskpad, then click on the Management Console link). 2. Type your user name and password in the Logon dialog. The default user name is guest with a password of 0 (zero). Table title Window title System Setup pane and icons Display window. This area displays the contents of the selected system setup icon. Properties tab & Events tab Mouse hover text Window title The window title displays the type of System Setup item currently selected, the current user s name and user security access level, and the name of the software program: Selected System Setup item User name Access level Program name System Setup pane The icons in the System Setup pane represent categories of items you can add, remove, and set up. You can change the icon size by right clicking inside the System Setup pane and selecting one of the options. Display window The Display window consists of two tabs, Properties and Events. When you first select a System Setup icon, the Display window shows the Properties tab by default. Page Schneider Electric. All rights reserved.

21 ION Enterprise 5.6 User Guide Chapter 2 - Management Console Sorting items in the Display window Click a column heading to sort the items in that column in ascending order; click it again to sort the items in descending order. Properties tab All configuration is performed through the Properties tab. The Properties tab lists configuration properties of each system item in a row. The selected System Setup item determines what column headings (Properties) are displayed. Events tab The Events tab lists system events for the items contained in the Properties tab. For events with long descriptions, you can resize the column width. You can also double click that row to display the details of that event inside a dialog box, for easier reading. You can also copy the description by selecting it in the dialog box, then pressing CTRL+C. Priority Priority is a number or numeric range that classifies what type of event has occurred. The system log database lists these event priorities as numbers in the event table. The value corresponds to the severity of the event: the higher the number, the more severe the event is. When events are viewed in Management Console, the priority number is evaluated and displayed as a priority string. Priority is mapped according to the following numeric ranges: Diagnostic 0-5 Warning Critical Information 6-20 Error By default, the Cutoff setup register of Log Inserter s System Log Controller module is set to 192. This means that system events with a priority less than 192 are not transferred to the ION database and therefore cannot be viewed in Vista using the Global Event Viewer. Use the above priority mapping as a guide to set the Cutoff setup register to a lower value if you want to view lower priority events in Vista. The Global Event Viewer includes records retrieved from meter and Virtual Processor event logs, as well as records transferred from the system log database. Shortcut Menu Summary Shortcut menus are accessed by right clicking certain areas in the Management Console. Different areas open different shortcut menus. The following areas of the Management Console provide access to shortcut menus: 2007 Schneider Electric. All rights reserved. Page 21

22 Chapter 2 - Management Console ION Enterprise 5.6 User Guide System Setup pane Right click the System Setup pane to access shortcut menus for adjusting the size of the icons in this pane. Table title To use the table title shortcut menus, right click the table title to access these shortcut menus: Refresh manually updates the Management Console (i.e. reloads its contents). View Field allows you to select an item and display the value of a particular field in a dialog box. This is useful for viewing text that is too long to fit within the column s width. The View Field options change, depending on which tab you have selected Properties tab or Events tab. Properties opens the property sheet (Options dialog box) for the Display Window, where you can change the settings of the Column Properties or Row Properties. Column Properties tab: You can control which columns (fields) are shown in the display window. Select the check box beside the field to display that column, or clear it to hide that column. You can also control which items (rows) are displayed by using text filtering on a particular column. Click the name of the column (field) to select it, then click the Set Filter button. In the Filter Setup dialog box, type the text you want to search for in the Filter Text box, then select whether you want the search to match the text Exactly, or Combined with other text. Click OK to apply the filter. Text filtering is useful in situations where there are too many rows shown in the display window. Click Clear Filter to turn off the filtering. Row Properties tab: This lets you control the appearance of the rows in the Event tab. You can enable or disable row highlighting, and specify which highlight color to use. Row highlighting applies the color you specify to every other row, to distinguish them better. You can also set how many recent event records to retrieve, and specify whether or not to convert the timestamps to local date and time. Page Schneider Electric. All rights reserved.

23 ION Enterprise 5.6 User Guide Chapter 2 - Management Console Display Window To access shortcut menus in the Display Window, first select the System Setup item by clicking its icon. Then, right click in the display window area to display the shortcut menu. Servers Sites Devices New displays the options available for adding new network items. Connect and Disconnect lets you manually connect or disconnect the selected site. Similarly, Connect Ethernet and Disconnect Ethernet manually connects or disconnects the selected Ethernet device. Note that you cannot connect or disconnect an individual serial device in a site; you can only connect or disconnect the site for that serial device. Security... accesses the Advanced Meter Security Settings dialog box. This is used by the software to gain access to security enabled devices (e.g. ION8600 or ION7650); it is only available from the shortcut menu for the Devices Display Window. Selecting Properties... opens the property sheet (options) for the selected server, site, or device. Mandatory properties are highlighted in red you must select or enter the appropriate value for these Schneider Electric. All rights reserved. Page 23

24 Chapter 2 - Management Console ION Enterprise 5.6 User Guide Duplicate creates one or more copies of a selected item. For the Duplicate command, each one of the duplicates needs to be opened individually in order to configure them. Duplicate and Configure cuts setup time by creating and setting up multiple devices at the same time. Delete removes the selected items. Duplicate and Configure... lets you perform batch cloning of devices a real time saver when commissioning large systems. When multiple devices are selected, this right click shortcut becomes Configure Selected Devices... which lets you perform useful setup functions such as batch renaming of devices. Component Property Sheet Shortcut Menus This shortcut menu is accessed from a property sheet (Options dialog box) for a server, site, device, or dialout modem. Selecting Property Details... opens a window containing information on the selected property, including minimum and maximum allowable values, if applicable. Advanced Properties exposes all the remaining property fields that were hidden in the default (basic) view. Reset All To Default resets all properties to their original values. Select a property to display its description in the Property Description field, as shown here. Page Schneider Electric. All rights reserved.

25 ION Enterprise 5.6 User Guide Chapter 2 - Management Console Management Console Network Components This section describes the different network items in Management Console. Servers A server is a computer in an ION Enterprise system running administrative software that controls access to the network and its resources, such as ION devices. A server provides resources to other computers (workstations) on the network. The server runs service components for tasks such as creating communication and software links between ION system components, and creating links into ION databases. Sites A site is a group of devices in the ION Enterprise system that share a common communications link. A site can be a direct site, a modem site, Ethernet gateway site, or OPC site. Direct Site In a direct site, serial communications occur between a computer and one or more meters. To set up a direct site, you must specify a serial communications port on the computer. The standards most commonly used on computers are RS 232 (for connecting one device) and RS 485 (for connecting a loop of up to 32 devices). When connecting to more than one serial device, use an RS 232 to RS 485 converter. Modem Site In a modem site, communications occur between a remote modem (at the Modem Site) and a local modem (on the Primary Server). Remote sites that use radio modems or leased-line modems are configured as Direct (Serial) Sites, not as Modem Sites. Modem sites can include traditional hardware modems (those that are configured and controlled by ION Enterprise), or WinModems (Windows modems). If multiple modems are set up in the modem site, ION Enterprise chooses the first available modem to establish communications (this is referred to as modem pooling ). Ethernet Gateway Site Ethernet gateway sites consist of an RS 485 chain of devices that communicates with an Ethernet network via an Ethernet Device that converts RS 232/RS 485 communications to and from Ethernet. The Ethernet Device then has a direct connection to the network of serial devices through one of its serial communications ports. The Ethernet device acts as a gateway that transfers data between an Ethernet network and an RS 485 chain of connected devices. For Ethernet gateway sites, the TCP/IP Address field and TCP/IP Port field must be filled in. The TCP/IP Port can identify which communications port is used for 2007 Schneider Electric. All rights reserved. Page 25

26 Chapter 2 - Management Console ION Enterprise 5.6 User Guide connecting to the serial devices (depending on the type of Ethernet gateway device that is used). OPC Site An OPC Site consists of an OPC Server that communicates with OPC compliant devices in the network. Devices A Device is an ION meter, or other component that communicates and gathers data, that is installed on a network. Serial Devices belong to Direct Sites, Modem Sites, or EtherGate Sites they communicate through a modem, RS 232, RS 485, or Ethernet to Serial gateway connection. You must have the appropriate sites configured first before you can add serial devices. Ethernet Devices are those that are directly connected to the Ethernet network. You can manually connect or disconnect your Ethernet device through the Management Console. Dial-Out Modems A dial out modem is one that a server computer uses to communicate with a remote modem at a Modem Site. The modem implemented could be a traditional hardware based modem or the newer (and usually cheaper) software based modem that uses the computer s processor to emulate the traditional hardwarebased modem. A WinModem is a modem that is directly controlled by the computer s operating system. When a modem site needs to establish communications, it selects a modem from the list of modems configured in the modem site. You can add hardware modems or WinModems to the modem list. Connection Schedules Connection schedules are programmed routines for a server to regularly connect to and disconnect from Modem Sites and their associated ION device. You can also create connection schedules for Direct Sites and Ethernet Devices or Ethernet Gateway Sites. Page Schneider Electric. All rights reserved.

27 ION Enterprise 5.6 User Guide Chapter 2 - Management Console Detailed Operation The Primary Server contains all the ION Enterprise programs and controls the overall operation of your energy management system. The primary server is displayed when you first start Management Console. To start building your system, add and set up your sites and devices. Adding a Network Component Follow the procedure below to add a new network component: 1. Select the System Setup item that you want to add by clicking its icon (i.e., Server, Site, Device, Dial Out Modem, or Connection Schedule). 2. Right click in the display window, select New, and then select the specific type of network component from the shortcut menu. The options differ depending on which system setup item you have selected. 3. Configure the properties using the drop down menus; mandatory items are highlighted in red they must be filled in. If you want to configure advanced properties, right click in the dialog box and select Advanced Properties. Right-click a field and select Property Details for more information on a particular property. Right-click and select Advanced Properties to display all properties. This area displays the description of the selected property. 4. Click OK when you are done. Adding a Server Click the Servers icon, right click in the display window and select New > Computer, then fill in all the mandatory fields Schneider Electric. All rights reserved. Page 27

28 Chapter 2 - Management Console ION Enterprise 5.6 User Guide Setting Up Devices for Direct Serial Communications To set up devices for RS 232 or RS 485 communications on a direct serial loop, first you need to set up a direct site. Serial devices you can add to a direct site include those that communicate using ION or Modbus RTU protocol. Adding a Direct Site Click the Sites icon. Right click in the display window and select New > Direct Site. Fill in the Name and Serial Port fields, and configure the other fields as required. Adding a Device to the Direct Site Click the Devices icon. Right click in the display window and select New > Serial Device on Direct Site. Fill in these fields: Group (select one or set up a new one by selecting [Add New Group] ) Name Device Type (for serial Modbus devices, select the one with ModRTU in brackets) Unit ID (range is for ION devices, or for Modbus RTU devices) Site (select the Direct Site you previously set up) Configure the other fields as required. Setting Up Devices for Ethernet Gateway Communications To set up devices for Ethernet gateway communications, first you need to set up an Ethernet gateway site. Ethernet gateways that can be used include those that are simple Ethernet to Serial converters, or any gateway or data concentrator that provides ModbusTCP communications. Adding an Ethernet Gateway Site Click the Sites icon. Right click in the display window and select New > Ethernet Gateway Site. Fill in the Name, TCP/IP Address and TCP/IP Port fields, and configure the other fields as required. Adding a Device to the Ethernet Gateway Site Click the Devices icon. Right click in the display window and select New > Serial Device on Ethernet Gateway Site. Fill in these fields: Group (select one or set up a new one by selecting [Add New Group] ) Name Device Type (for ModbusTCP gateways, select a device type with ʺModTCPʺ in brackets) Unit ID (range is for ION devices, or for Modbus TCP devices) Site (select the Ethernet Gateway site you previously set up) Configure the other fields as required. Page Schneider Electric. All rights reserved.

29 ION Enterprise 5.6 User Guide Chapter 2 - Management Console Adding an Ethernet Device Click the Devices icon. Right click in the display window and select New > Ethernet Device. Fill in the Group, Name, Device Type and TCP/IP Address fields, and configure the other fields as required. When configuring Ethernet or Ethernet Gateway devices, you can specify either a hostname or an IP address in the TCP/IP Address field. Setting Up Devices for OPC Communications At least one OPC Device Type needs to be preconfigured before an OPC Device can be created in Management Console. Contact Technical Support for assistance. To set up devices for OPC communications, first you need to set up an OPC site. Adding an OPC Site Click the Sites icon. Right click in the display window and select New > OPC Site. Fill in the Name and Address fields, and configure the other fields as required. Make sure you follow the correct syntax when filling in the address for the OPC site. Select the Address field to see an example adress in the Property Description area (near the bottom of the OPC Site Options dialog). Adding a Device to the OPC Site Click the Devices icon. Right click in the display window and select New > OPC Device. Fill in the Group, Name, Device Type and Site (select the OPC site you previously set up), and configure the other fields as required. Adding a Modem 1. Click the Dial Out Modems icon, right click in the display window and select New, then select either Serial Modem... (hardware modem), or WinModem... (Windows modem). 2. Fill in the values for all required fields in the properties dialog box: For serial modem, select the Modem Type from the list. If your modem is not in this list, select Generic ION Modem Other. Select the Serial Port where your modem is connected. 3. Click OK. For WinModems, select the Modem Name from the list. WinModem Installation Notes Before you can use a WinModem, you must first install it on your computer (follow the instructions that came with the WinModem product). After rebooting the computer, set up the WinModem: 2007 Schneider Electric. All rights reserved. Page 29

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