TAC Vista. Vista FM. Installation Manual. TAC Pangaea WorkStation

Transcription

1 TAC Vista TAC Pangaea WorkStation Vista FM Installation Manual

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3 TAC Vista Vista FM Installation Manual

4 Copyright Schneider Electric Buildings AB. All rights reserved. This document, as well as the product it refers to, is only intended for licensed users. Schneider Electric Buildings AB owns the copyright of this document and reserves the right to make changes, additions or deletions. Schneider Electric Buildings AB assumes no responsibility for possible mistakes or errors that might appear in this document. Do not use the product for other purposes than those indicated in this document. Only licensed users of the product and the document are permitted to use the document or any information therein. Distribution, disclosure, copying, storing or use of the product, the information or the illustrations in the document on the part of non-licensed users, in electronic or mechanical form, as a recording or by other means, including photo copying or information storage and retrieval systems, without the express written permission of Schneider Electric Buildings AB, will be regarded as a violation of copyright laws and is strictly prohibited. Trademarks and registered trademarks are the property of their respective owners.

5 Vista FM, Installation Manual Contents Contents INTRODUCTION 1 About this Manual Structure Typographic Conventions GETTING STARTED 2 Planning the Project ACME Inc The Example Installing TAC Vista FM Installing TAC Vista FM Windows Installing TAC Vista FM Web Installing BEMS Server Installing the TAC Vista FM Database Downloading the Vista FM Access Database Renaming the Vista FM Database Configuring TAC Vista FM Configuring TAC Vista FM Windows Selecting Language Assigning the TAC Vista FM Database Adding Roles to the HelpDesk Module Configuring IIS Creating the Main Virtual Directory Creating the Database Virtual Directory Creating the Media Virtual Directory Creating the Printouts Virtual Directory Creating the Administering Virtual Directory Creating the Media Virtual Directory for Administration Creating a Start Page for the Administering Virtual Directory Adding a Custom HTTP Headers Creating and Configuring the Database.ini File Creating the.ini File for the Vista FM Database Selecting Language Connecting TAC Vista FM to an Access Database Creating an ODBC Connection Creating a.udl File Configuring a.udl File Schneider Electric Buildings AB, Mar (88)

6 Contents Vista FM, Installation Manual 4.5 Verifying the TAC Vista FM Web Configuration Removing the Register Link Transferring Log Data Configuring BEMS Server to Transfer Log Values Creating the energy.ini File Creating a Meter in the TAC Vista FM Database Creating a Building Group Creating a Building Creating a Meter Verifying the Log Data Collecting Values from Vista to the Energy Calculation Module Creating and Configuring the Ec32.ini File Creating the Ec32.ini File Configuring the Ec32.ini File Adding a TAC Vista Link Adding a Link to TAC Vista FM Configuring RyhExe Assigning the Vista FM Database Selecting Language Making a Shortcut to RyhExe Identifying a Path to a TAC Vista FM Object Adding a Link to a Vista Graphic TGML REFERENCE 8 Using an SQL Database SQL Server 2005 Express Edition SQL Server Management Studio Express Downloading the TAC Vista FM SQL Database Restoring the TAC Vista FM SQL Database Creating a Login in the SQL Server Connecting the TACVistaFM to the SQL Database Creating an ODBC Connection Creating a.udl File Configuring a.udl File Enabling TCP/IP Protocol for the SQL Server TAC Vista FM in Networks TAC Vista Server and TAC Vista FM on Different Computers TAC Vista Server and TAC Vista FM Database on Different Computers Adding a Link to TAC Vista FM OGC Configuring RyhExe Identifying a Path to a TAC Vista FM Object Adding a Link to a Vista Graphic OGC Additional Settings in the energy.ini File The energy.ini Index 85 6 (88) Schneider Electric Buildings AB, Mar 2010

7 1 About this Manual INTRODUCTION

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9 Vista FM, Installation Manual 1 About this Manual 1 About this Manual 1.1 Structure This manual describes a particular process. For information of specific products we refer to the manual of the product in question. For information on how to install software we refer to the instructions delivered with the software. If you should discover errors and/or unclear descriptions in this manual, please contact your Schneider Electric representative. Note We are continuously improving and correcting our documentation. This manual may have been updated. Please check our Docnet site at for the latest version. The manual is divided into the following parts: Introduction The Introduction section contains information on how this manual is structured and how it should be used to find information in the most efficient way. Getting Started The Getting Started section contains a step-by-step description of how to engineer or operate tasks described in this manual. Reference The Reference section contains more comprehensible information about various parts of the Getting Started section. It also gives you information on alternative solutions not covered by the Getting Started section. Schneider Electric Buildings AB, Mar (88)

10 1 About this Manual Vista FM, Installation Manual 1.2 Typographic Conventions Throughout the manual the following specially marked texts may occur.! Warning Alerts you that failure to take, or avoid, a specific action might result in physical harm to you or to the hardware. Caution Alerts you to possible data loss, breaches of security, or other more serious problems. Important Alerts you to supplementary information that is essential to the completion of a task. Note Alerts you to supplementary information. Tip Alerts you to supplementary information that is not essential to the completion of the task at hand. 10 (88) Schneider Electric Buildings AB, Mar 2010

11 GETTING STARTED 2 Planning the Project 3 Installing TAC Vista FM 4 Configuring TAC Vista FM 5 Transferring Log Data 6 Collecting Values from Vista to the Energy Calculation Module 7 Adding a Link to TAC Vista FM

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13 Vista FM, Installation Manual 2 Planning the Project 2 Planning the Project 2.1 ACME Inc. We are going to install Vista FM with a Web solution for a fictional company called ACME Inc. The facility is a small, two-story office building, served by rooftop units. The first floor houses the Lobby, Accounts, Conference Room, and Marketing/Management. The second floor area houses Customer Support and Engineering. The system is managed using Vista. Lobby Accounts Conference Room Support Engineering Marketing and Management Schneider Electric Buildings AB, Mar (88)

14 2 Planning the Project Vista FM, Installation Manual 2.2 The Example Vista FM with a Web solution will be installed on the same computer as Vista Server and Vista Workstation. The computer is named VistaSRV1. TAC Vista Server BEMS Server TAC Vista FM Windows TAC Vista FM Web Microsoft IIS Internet Internet Explorer TAC Vista Db TAC Vista FM Db An energy usage log for the rooftop unit RTU4 serving the engineering area on the second floor is added to the Consumption module in Vista FM Windows. A link is also added from the Vista graphic displaying the rooftop unit RTU4 to the energy usage meter in Vista FM. The discharge air temperature of RTU4 is added to the Energy Calculation module in Vista FM Windows. RTU4 VistaSRV1 Engineering 14 (88) Schneider Electric Buildings AB, Mar 2010

15 Vista FM, Installation Manual 3 Installing TAC Vista FM 3 Installing TAC Vista FM Vista FM is divided into two different groups of programs: Vista FM Windows and Vista FM Web. Vista FM Windows handles the Vista FM database. By using the Base module in Vista FM Windows, new objects can be added and deleted in the Vista FM database. The different Vista FM modules make it possible to see log values from Vista, keep track of maintenance, handle documents, and more. Vista FM Web makes it possible to connect to Vista FM database using the Internet. You can not change, add, or remove objects in the Vista FM database using Vista FM Web. Therefore, when you are installing a Web solution you have to install both the Vista FM Web and the Vista FM Windows. In the example, we will install a Web solution. If you do not want to install a Web solution, ignore Section 3.2, Installing TAC Vista FM Web, on page Installing TAC Vista FM Windows You can install Vista FM Windows on the same computer as Vista Server or on another computer in the same IP network. For more information, see Section 9.1, TAC Vista Server and TAC Vista FM on Different Computers, on page 78. In the example, Vista FM Windows is installed on the same computer as Vista Server. To install the TAC FM 1 Start SetupTACFM.exe. 2 Click Next. Schneider Electric Buildings AB, Mar (88)

16 3 Installing TAC Vista FM Vista FM, Installation Manual 3 In the Select Destination Directory dialog box, select the destination directory. In the example, the default directory. 4 Click Next. Note If you do not want to install all Vista FM modules, click Advanced. If you choose to install only a few Vista FM modules, note that the Base module and the Toolbar always have to be installed. 5 Click Next. 6 Click Finished. 3.2 Installing TAC Vista FM Web To allow communication over the Web, the computer running Vista FM Web has to act as a Web server. The Vista FM Web uses the Microsoft IIS (Internet Information Services) for this. For more information regarding the IIS, see Windows Help. Important The Microsoft Internet Information Services (IIS) has to be installed on the same computer as Vista FM Web. You can install Vista FM Web on the same computer as Vista Server or on another computer in the same IP network. For more information, see Chapter 9, TAC Vista FM in Networks, on page 77. In the example, we will install Vista FM Web on the same computer as Vista Server. 16 (88) Schneider Electric Buildings AB, Mar 2010

17 Vista FM, Installation Manual 3 Installing TAC Vista FM To install TAC FM Web 1 Start SetupTACFMWeb.exe. 2 Click Next. 3 In the Select Destination Directory dialog box, select the destination directory. In the example, the default directory. 4 Click Next. 5 In the Select components dialog box, select the components (Vista FM modules) you want to install. In the example, all Vista FM modules. Note If you choose to install only a few Vista FM modules, note that the Base module and the WebBase always have to be installed. 6 Click Next. 7 Click Next. 8 Click Finish. Schneider Electric Buildings AB, Mar (88)

18 3 Installing TAC Vista FM Vista FM, Installation Manual 3.3 Installing BEMS Server BEMS (Building Energy Management System) Server handles the transferring of data from the Vista Server database to the Vista FM database. Note BEMS Server is not required if Vista FM will be used as standalone, that is, without any communication with TAC Vista. BEMS Server s main functions are: Select TAC Vista alarms for further handling by Vista FM. Collect energy consumptions trend logs from Vista. Reporting. BEMS Server runs as a service. The default behavior is that it runs as a scheduled task. Important Before you install BEMS Server, you will have to contact the customers IT department to get information on the user that will run the service. The user must have the right to run BEMS Server as a service and the right to print out on a network printer. BEMS Server has to be installed on the same computer that runs Vista Server to enable data transfer via the com interface.. To install BEMS Server 1 Start SetupBEMSServer.exe. 2 Click Next. 3 In the Select Destination Directory dialog box, select the destination directory. In the example, the default directory. 18 (88) Schneider Electric Buildings AB, Mar 2010

19 Vista FM, Installation Manual 3 Installing TAC Vista FM 4 Click Next. 5 In the Enter Service Name dialog box, enter the desired name of the service. In the example, the default name. Note The Service name is displayed in the Service and Application list in Windows. 6 Click Next. 7 In the Enter Username and Password dialog box, enter the username and password for the user that will run the service. 8 Click Next. 9 Click Next. 10 Click Finish. Schneider Electric Buildings AB, Mar (88)

20 3 Installing TAC Vista FM Vista FM, Installation Manual 3.4 Installing the TAC Vista FM Database The Vista FM database is not installed with the Vista FM components. It has to be downloaded from Schneider Electric s extranet. Vista FM can be used with two different types of databases: Microsoft Access Microsoft SQL Both types of databases have to be adapted to Vista FM, that is they have to contain the library vital for Vista FM. Databases adapted to Vista FM can be downloaded from Schneider Electric's extranet. In the example we will use a Microsoft Access database. If you want to use a SQL database together with Vista FM see Section 8, Using an SQL Database, on page 63 You can install the Vista FM database on the same computer as Vista FM or on another computer in the same IP network. For more information, see Chapter 9, TAC Vista FM in Networks, on page 77. In the example, the Vista FM database is installed on the same computer as Vista FM Downloading the Vista FM Access Database The database is downloaded from Schneider Electric s extranet. To download the Vista FM Access database 1 On Schneider Electric s extranet, download the zip-file Empty_TACVistaFM_Access.zip. 2 Unzip the Empty_TACVistaFM_Access.zip. 3 Save the TACVistaFM.mdb database file to the required location on the hard disk. In the example, C:\Fm32\WebSettings. Note Renaming the Vista FM Database If you are using Vista FM Web, it is recommended that the Vista FM database be located in the WebSettings folder in the Vista FM Web installation folder. If you have used the default installation folder, that will be: C:\Fm32\WebSettings. You can use the default database name (TACVistaFM). But it is recommended, however, that you change the name to something that reflects your unique project. To rename the Vista FM database In Windows Explorer, rename the Vista FM database. In the example, acme.mdb. 20 (88) Schneider Electric Buildings AB, Mar 2010

21 Vista FM, Installation Manual 3 Installing TAC Vista FM Schneider Electric Buildings AB, Mar (88)

22 3 Installing TAC Vista FM Vista FM, Installation Manual 22 (88) Schneider Electric Buildings AB, Mar 2010

23 Vista FM, Installation Manual 4 Configuring TAC Vista FM 4 Configuring TAC Vista FM This chapter describes the configuring of Vista FM Windows and Vista FM Web. You always need to configure Vista FM Windows. If you do not want to install a Web solution, you can disregard the following sections: Section 4.2, Configuring IIS, on page 25 and Section 4.3, Creating and Configuring the Database.ini File, on page 33. Chapter 4.4, Connecting TAC Vista FM to an Access Database, on page 34. Section 4.5, Verifying the TAC Vista FM Web Configuration, on page 38. Section 4.6, Removing the Register Link, on page Configuring TAC Vista FM Windows You configure Vista FM Windows by selecting language and assigning the Vista FM database. Note Selecting Language To start Vista FM Windows, click FM32 in the start menu. Enter the user name demo and the password demo to log on to the Vista FM database. You can change the language for the Vista FM modules. Note, however, that not all languages are supported. The number of supported language depends on the number of translations. To select Language 1 In the TAC Vista FM dialog box, click Settings. Schneider Electric Buildings AB, Mar (88)

24 4 Configuring TAC Vista FM Vista FM, Installation Manual 2 In the Language list, select the preferred language. In the example, English Assigning the TAC Vista FM Database The Vista FM database needs to be assigned to Vista FM Windows. To assign the Vista FM database 1 In the Vista FM dialog box, click Settings. 2 In the Applications list, double-click the Base Module. 3 In the Edit Properties dialog box, in the Application Database list, browse to the database you want to use. In the example, C:\Fm32\WebSettings\acme.mdb. 4 Select Apply Database to All Applications. 5 Click OK. 24 (88) Schneider Electric Buildings AB, Mar 2010

25 Vista FM, Installation Manual 4 Configuring TAC Vista FM Adding Roles to the HelpDesk Module The roles of contractor and requestor have to be added to the HelpDesk module. This is done in the Hd32.ini file. The Hd32.ini file is located in the HelpDesk32 folder in the installation folder. The default folder path is C:\Fm32\HelpDesk32. To add roles to the Helpdesk module 1 Open the Hd32.ini file with Notepad and add the following text: [Roles] Role1=1 Role2=3 4.2 Configuring IIS 2 Save and close the Hd32.ini file. To allow communication over the Web, the computer running Vista FM Web has to act as a Web server. Vista FM Web uses Microsoft IIS (Internet Information Services) for this. For more information regarding Microsoft IIS, see Windows Help. Important Microsoft IIS has to be installed on the same computer as Vista FM Web. ASP.NET and ASP has to be installed on the same computer as Microsoft IIS. Schneider Electric Buildings AB, Mar (88)

26 4 Configuring TAC Vista FM Vista FM, Installation Manual Creating the Main Virtual Directory First we will create a main virtual directory. Under the main virtual directory, we will add the virtual directory for the Vista FM database. You can assign a suitable name to the main directory. In the example, we will call the main virtual directory TACVistaFM. To create the main virtual directory 1 Right-click My Computer and click Manage. 2 Right-click the Services and Applications\Internet Information Services\Web Sites\Default Website. 3 Point to New and then click Virtual Directory. 4 In the Virtual Directory Creation Wizard dialog box, click Next. 5 In the Alias box, enter the name of the Virtual Directory. In the example, TACVistaFM. 6 Click Next. 7 In the Directory box, browse to C:\Fm32\WebService. 8 Click OK. 9 Click Next. 26 (88) Schneider Electric Buildings AB, Mar 2010

27 Vista FM, Installation Manual 4 Configuring TAC Vista FM 10 Select Read, Runs scripts (such as ASP), and Execute (such as ISAP applications or CGI). 11 Click Next. 12 Click Finish Creating the Database Virtual Directory We have now created the main virtual directory. Under this directory we will create the database virtual directory. The important thing is that the database virtual directory and the Vista FM database have to have the same name. In the example, the Vista FM database is named acme.mdb, thus the database virtual directory is named acme. To create the database virtual directory 1 Right-click the Services and Applications\Internet Information Services\Web Sites\Default Website\TACVistaFM. 2 Point to New and then click Virtual Directory. 3 In the Virtual Directory Creation Wizard dialog box, click Next. 4 In the Alias box, enter the name of the Virtual Directory. In the example, acme. 5 Click Next. 6 In the Directory box, browse to C:\Fm32\WebService. 7 Click OK. 8 Click Next. 9 Select Read, Runs scripts (such as ASP), and Execute (such as ISAP applications or CGI). 10 Click Next. Schneider Electric Buildings AB, Mar (88)

28 4 Configuring TAC Vista FM Vista FM, Installation Manual 11 Click Finish Creating the Media Virtual Directory The Media virtual directory is used to display images and graphics in Vista FM Web. The Media virtual directory has to be located under the database virtual directory. To create the media virtual directory 1 Right-click the Services and Applications\Internet Information Services\Web Sites\Default Website\TACVistaFM\acme. 2 Point to New and then click Virtual Directory. 3 In the Virtual Directory Creation Wizard dialog box, click Next. 4 In the Alias box, enter the name Media. 5 Click Next. 6 In the Directory box, browse to C:\Fm32\WebService\images. 7 Click OK. 8 Click Next. 9 Select Read, Runs scripts (such as ASP), and Execute (such as ISAP applications or CGI). 10 Click Next. 11 Click Finish Creating the Printouts Virtual Directory The Printouts virtual directory is used for printouts from Vista FM Web. The Printouts virtual directory has to be located under the database virtual directory. To create the Printouts virtual directory 1 Right-click the Services and Applications\Internet Information Services\Web Sites\Default Website\TACVistaFM\acme. 2 Point to New and then click Virtual Directory. 3 In the Virtual Directory Creation Wizard dialog box, click Next. 4 In the Alias box, enter the name of the Printouts. 5 Click Next. 6 In the Directory box, browse to C:\Fm32\WebService\Printouts. 7 Click OK. 8 Click Next. 28 (88) Schneider Electric Buildings AB, Mar 2010

29 Vista FM, Installation Manual 4 Configuring TAC Vista FM 9 Select Read, Runs scripts (such as ASP) and Execute (such as ISAP applications or CGI). 10 Click Next. 11 Click Finish Creating the Administering Virtual Directory The administering virtual directory is used for user handling of, among other things, the Vista FM database. The administering virtual directory has to be located under the database virtual directory. To create the administering virtual directory 1 Right-click the Services and Applications\Internet Information Services\Web Sites\TACVista\acme. 2 Point to New and then click Virtual Directory. 3 In the Virtual Directory Creation Wizard dialog box, click Next. 4 In the Alias box, enter the name Admin. 5 Click Next. 6 In the Directory box, browse to C:\Fm32\WebAdmin. 7 Click OK. 8 Click Next. 9 Select Read, Runs scripts (such as ASP), and Execute (such as ISAP applications or CGI). 10 Click Next. 11 Click Finish Creating the Media Virtual Directory for Administration The Media virtual directory is used to display images and graphics in the Admin module. The Media virtual directory has to be located under the administering virtual directory. To create the media virtual directory for administration 1 Right-click the Services and Applications\Internet Information Services\Web Sites\Default Web Site\TACVistaFM\acme\Admin. 2 Point to New and then click Virtual Directory. 3 In the Virtual Directory Creation Wizard dialog box, click Next. 4 In the Alias box, enter the name Media. 5 Click Next. 6 In the Directory box, browse to C:\Fm32\WebService\images. Schneider Electric Buildings AB, Mar (88)

30 4 Configuring TAC Vista FM Vista FM, Installation Manual 7 Click OK. 8 Click Next. 9 Select Read, Runs scripts (such as ASP), and Execute (such as ISAP applications or CGI). 10 Click Next. 11 Click Finish. The virtual directory structure will now look similar to this: Creating a Start Page for the Administering Virtual Directory The Admin module uses an.asp page instead of an.htm page as the start page. So the start page for the Admin module has to be altered to asp. To create a start page 1 In Computer Management, right-click the administering virtual directory. In the example, Services and Applications\Internet Information Services\Web Sites\TACVistaFM\acme\Admin. 2 Click Properties. 3 Click the Documents tab. 4 Make sure that Enable Default Document is selected. 5 Click Add to open the Default Document dialog box. 6 In the Default Document Name dialog box, enter admin.asp. 7 Click OK. 30 (88) Schneider Electric Buildings AB, Mar 2010

31 Vista FM, Installation Manual 4 Configuring TAC Vista FM 8 Click the up arrow to place admin.asp at the top of the list. 9 Click OK Adding a Custom HTTP Headers Some additional settings have to be made to the main virtual directory so that the Web browser will not use its own cache when the Vista FM pages are loaded.. The settings are inherited to all virtual directories below the main virtual directory. To add a custom HTTP headers 1 In Computer Management, right-click the main virtual directory. In the example, TACVistaFM. 2 Click Properties. 3 Click the HTTP Headers tab. 4 In the Custom HTTP Headers box, click Add. 5 In the Custom Header Name box, enter pragma. 6 In the Custom Header Value box, enter no-cache. Schneider Electric Buildings AB, Mar (88)

32 4 Configuring TAC Vista FM Vista FM, Installation Manual 7 Click OK. Repeat the procedure above to add the following customized HTTP headers: Custom Header Name: expires, Custom Header Value: -60. Custom Header Name: expiresabsolute, Custom Header Value: Now()-2. Custom Header Name: cache-control, Custom Header Value: private. Important If HTTPS (SSL) is used, do not add pragma:no-cache. If pragma:nocache is used with HTTPS, the loading of documents will be blocked. 32 (88) Schneider Electric Buildings AB, Mar 2010

33 Vista FM, Installation Manual 4 Configuring TAC Vista FM 4.3 Creating and Configuring the Database.ini File In the folder Websettings, an.ini file with the same name as the Vista FM database and the database virtual directory has to be created and configured. The.ini file is a configuration file that defines language, among other things Creating the.ini File for the Vista FM Database The Vista FM database.ini file has to have the same name as the Vista FM database. In the example, we have a Vista FM database named acme.mdb, so we create a file named acme.ini. To create the.ini file 1 Open the C:\FM32\WebSettings folder. 2 Copy the Setup.ini file. 3 Rename the copy of the Setup.ini file to the same name as the Vista FM database. In the example, acme.ini. Schneider Electric Buildings AB, Mar (88)

34 4 Configuring TAC Vista FM Vista FM, Installation Manual Selecting Language The language of the Web site is selected in the.ini file. The international language code is used to to specify the language. Note, however, that not all languages are supported. The number of supported languages depends on the number of translations. In the example, we will change the language to English. To select the language 1 Open the database.ini file with a text editor. In the example, acme.ini. 2 In the.ini file, change to the required language code. In the example, Save and close the database.ini file. 4.4 Connecting TAC Vista FM to an Access Database Creating an ODBC Connection If you are using a web solution an ODBC connection has to be established and a.udl file has to be created. The ODBC connection is created in Windows Control Panel. To create an ODBC connection 1 Open Control Panel. 2 Double-click Administrative Tools. 3 Double-click Data Sources (ODBC). 34 (88) Schneider Electric Buildings AB, Mar 2010

35 Vista FM, Installation Manual 4 Configuring TAC Vista FM 4 Click the System DSN tab. 5 Click Add. 6 In the Create New Data Source dialog, select Microsoft Access Driver (*.mdb). 7 Click Finish. 8 In the Data Source Name box enter a name. In the example, acme. Schneider Electric Buildings AB, Mar (88)

36 4 Configuring TAC Vista FM Vista FM, Installation Manual 9 Click Select. 10 In the Select Database dialog browse to the database you want to use. In the example, C:\Fm32\WebSettings\acme.mdb Creating a.udl File 11 Click OK. 12 Click OK to close the ODBC Microsoft Acess Setup dialog box. 13 Click OK to close the ODBC Data Source Administrator dialog box. A.udl (Universal Data Link) file is used for the following reasons: If the Vista FM database is placed at a location other than the folder Websettings. In this case a.udl file is used to point out where the Vista FM database is located. If more than one user wants to connect to the Vista FM database at the same time. The.udl file must be located in the WebSettings folder in the installation folder and have the same name as the Vista FM database. The default folder path is C:\Fm32\WebSettings. To create an.udl file Configuring a.udl File 1 Create a.txt file in C:\Fm32\WebSettings. 2 Rename the.txt file with the Vista FM database name and the file extension.udl. In the example, acme.udl. The.udl file has to be configured to communicate with the Vista FM database. To configure a.udl file 1 Double-click the.udl file. In the example, acme.udl. 2 In the Data Link Properties dialog box, click the Provider tab. 36 (88) Schneider Electric Buildings AB, Mar 2010

37 Vista FM, Installation Manual 4 Configuring TAC Vista FM 3 In the OLE DB Provider(s) list, select Microsoft OLE DB Provider for ODBC Drivers. 4 Click Next. 5 Select Use data source name and browse to the data source name. In the example, acme. 6 Click Test Connection to test the connection. Schneider Electric Buildings AB, Mar (88)

38 4 Configuring TAC Vista FM Vista FM, Installation Manual 7 Click OK. 8 Click OK to close the Data Link Properties dialog box. 4.5 Verifying the TAC Vista FM Web Configuration The only software required on the client computers is Internet Explorer. Important Before you log in to Vista FM Web via Internet Explorer, you have to contact the customer s IT department to get information on the appropriate user/user groups that needs to be added to the C:\Fm32\ WebSettings folder. This needs to be done so that the Vista FM users will be able to access the Vista FM database. The user/user group accessing the VistaFM database via Internet Explorer will need to have the permission Modify. In the example, we will verify the Vista FM Web configuration on the same computer as the Vista FM Web server. To verify the TAC Vista FM Web configuration 1 Open Internet Explorer. 2 Type the Vista FM Web url address. In the example, 3 Log on to Vista FM Web with the user name demo and the password demo. 4.6 Removing the Register Link We have to remove the register link on the log in page, since our customer does not have to register. 38 (88) Schneider Electric Buildings AB, Mar 2010

39 Vista FM, Installation Manual 4 Configuring TAC Vista FM To Remove the register link 1 In Internet Explorer, browse to the Admin module. In the example, 2 Log in with the user name demo and the password demo. 3 Click Settings. 4 Select Hide registration function from the login page. 5 In the Selections in Login screen, click Don't show. 6 Click Save. 7 Log on to the TAC Vista FM Web database and check that the registration button and the Selections in Login screen options are hidden. Schneider Electric Buildings AB, Mar (88)

40 4 Configuring TAC Vista FM Vista FM, Installation Manual 40 (88) Schneider Electric Buildings AB, Mar 2010

41 Vista FM, Installation Manual 5 Transferring Log Data 5 Transferring Log Data Log data can be transferred from Vista Server to Vista FM for viewing in Vista FM Windows or Vista FM Web. Note Make sure that the trend logs from which you want to transfer log data to VistaFM are active with at least one logged value. The log interval has to be one hour or one day. 5.1 Configuring BEMS Server to Transfer Log Values As mentioned in Chapter 3.3, Installing BEMS Server, on page 18, BEMS Server handles the transfer of log data from the Vista Server database to the Vista FM database. BEMS Server has to be configured to specify when logs will be collected from the Vista Server database and to which Vista FM database the logs will be sent. To configure BEMS Server to transfer log values 1 Start BEMS Server. 2 Click the Scheduled tasks tab and select Move meter readings. 3 Click the Meter readings tab. 4 In the Database box, browse to the Vista FM database. In the example, C:\Fm32\WebSettings\acme.mdb. Schneider Electric Buildings AB, Mar (88)

42 5 Transferring Log Data Vista FM, Installation Manual 5 In the Transfer time box, browse to select the preferred transfer time. In the example, every day at Clear Also move estimated meter readings. 7 Click TACFFLog. Note Vista 4.01 or later is using TACFFlog. Earlier versions of Vista use TACLog. 8 Click OK. 5.2 Creating the energy.ini File The energy.ini file is used to configure the Vista FM to handle log data from Vista Server. The energy.ini file is not created during the installation of BEMS Server. To create the energy.ini file 1 Create a.txt file in the C:\WINDOWS folder. Note If you are using an earlier version of Windows than XP, the energy.ini file has to be located in C:/WINNT. 2 Name the file energy.ini. 3 Open the energy.ini file with Notepad and add the following text: [MeterTransfer] FileTypeTA=com FileType=ml 4 Save and close the energy.ini file. 42 (88) Schneider Electric Buildings AB, Mar 2010

43 Vista FM, Installation Manual 5 Transferring Log Data 5.3 Creating a Meter in the TAC Vista FM Database Creating a Building Group Prior to adding the meter, we have to create the building group and the building where the meter is to be located. This is done using the Base module in Vista FM Windows. For more information about how to create other objects in the Base module, see Base module Help in Vista FM Windows. Note To start Vista FM Windows, click FM32 in the start menu. Enter the user name demo and the password demo to log on to the Vista FM database. In the example, we will create a meter reading for the daily calculated trend log C_UsageDCalc in RTU4. To be able to create a meter, we first have to create a building group. To create a building group 1 In the TAC Vista FM dialog box, click Base Module. 2 Click New. 3 Select Building group and click OK. 4 In the Name box, enter the name of the building group. In the example, Acme_Inc. 5 Click Add. Schneider Electric Buildings AB, Mar (88)

44 5 Transferring Log Data Vista FM, Installation Manual 6 Click Close. The building group is created Creating a Building If you have more than one building in the system, it may be easier to keep track of your meters by adding buildings to the structures. To create a building 1 In the Base module, select the building group. In the example, Acme_Inc. 2 Click New. 3 Select Building and click OK. 4 In the Name box, enter the name of the building. In the example, Acme_Building. 5 Click Add. 6 Click Close. The building is added below the building group. 44 (88) Schneider Electric Buildings AB, Mar 2010

45 Vista FM, Installation Manual 5 Transferring Log Data Creating a Meter The meter is created using the Consumption module in Vista FM Windows. For more information on how to work with the Consumption module, see Consumption module Help in Vista FM Windows. To create a meter 1 In the Consumption module, select the building where you want the meter to be placed. In the example, Acme_Building. 2 On the Edit menu, point to Meter and then click Define. 3 Click New. 4 In the Calculation by box, click the required calculation method. In the example, Consumption. 5 In the Items list, click the required meter type. In the example, Electricity, Active. 6 Click Next. Schneider Electric Buildings AB, Mar (88)

46 5 Transferring Log Data Vista FM, Installation Manual 7 In the Code box, enter a meter code. In the example, CM1. 8 In the Pos1 box, enter a position. In the example, 2nd_F. 9 In the Pos2 box, enter a position. In the example, RTU4. 10 In the Name box, enter a meter name. In the example, C_UsageDCalc. 11 In the Meter coefficient box, enter a meter coefficient. In the example, Click Next. 13 In the Sale Tariff list, select the required tariff. In the example, Electricity Tariff. 14 In the Sale Tax list, select the required tax. In the example, none. 15 In the Transfer Tariff list, select the required tariff. In the example, none. 46 (88) Schneider Electric Buildings AB, Mar 2010

47 Vista FM, Installation Manual 5 Transferring Log Data 16 In the Transfer tax list, select the required tax. In the example, none. 17 Click Next. 18 Enter meter information. In the example, none. Note For more information on how to create meters in the Consumption module, see Consumption module Help in Vista FM Windows. 19 Click Ready. 20 In the example, click No. 21 In the example, click No. 22 In the example, click No. Schneider Electric Buildings AB, Mar (88)

48 5 Transferring Log Data Vista FM, Installation Manual 23 In the Defining meters dialog box, click Edit. 24 Select Show meter code in transfer file. 25 Make sure that Vista Server is running. 26 In the Code in transfer file box, click Vista. 27 Log on to Vista. 28 Browse to the log of the meter. In the example, Acme_Building/ Air_Handling/RTU4/C_UsageDCalc. 48 (88) Schneider Electric Buildings AB, Mar 2010

49 Vista FM, Installation Manual 5 Transferring Log Data 29 Click OK. 30 Click Close. The new meter is now added to the building Verifying the Log Data The log data will be collected at the next transfer time according to the configuration in BEMS Server. To verify that the meter is added correctly, you can transfer the log data using a test function in BEMS Server. Verify the log data 1 Make sure that Vista Server is running. 2 Start BEMS Server. 3 Click the Meter readings tab. Schneider Electric Buildings AB, Mar (88)

50 5 Transferring Log Data Vista FM, Installation Manual 4 Click Test. 5 Click Yes. BEMS Server transfers the log data from the Vista Server database to the Vista FM database. 6 Click OK. 7 In the Consumption module, verify that the log data has been transfered. 50 (88) Schneider Electric Buildings AB, Mar 2010

51 Vista FM, Installation Manual 6 Collecting Values from Vista to the Energy Calculation Module 6 Collecting Values from Vista to the Energy Calculation Module It is possible to collect values to Vista FM from the Vista Server database for further handling in the Energy Calculation module in Vista FM Windows. However, this can only be done locally, that is, the Vista FM Windows has to be located at the same computer as Vista Server. The values are collected using DDE links. 6.1 Creating and Configuring the Ec32.ini File Creating the Ec32.ini File The Energy Calculation module has to be configured for Vista Server. The configuration is done in the Ec32.ini file. The Ec.32.ini file is created the first time the Energy Calculation module is opened. Note To create the Ec32.ini file Configuring the Ec32.ini File To start Vista FM Windows, click FM32 in the start menu. Enter the user name demo and the password demo to log on to the Vista FM database. In the TAC Vista FM dialog box, click Energy Calculation. The Ec32.ini file is now created in the Ec32 folder in the installation folder. The default folder path is C:\Fm32\Ec32. The Ec32.ini file is configured using a text editor. To configure the Ec32.ini file 1 Open the Ec32.ini file with a text editor. Schneider Electric Buildings AB, Mar (88)

52 6 Collecting Values from Vista to the Energy Calculation Module Vista FM, Installation Manual 2 Change the TACVistaLinksOn value to 1. 3 Save and close the Ec32.ini file. 6.2 Adding a TAC Vista Link To collect a value from the Vista sever database, you have to add a Vista link in the Energy Calculation module. Note To start Vista FM Windows click FM32 in the start menu. Enter the user name demo and the password demo to log on to the Vista FM database. To add a TAC Vista Link 1 Make sure Vista Server is running. 1 Log in to Vista Server. 2 In the TAC Vista FM dialog box, click Energy Calculation. 3 Click TAC Vista Links. 52 (88) Schneider Electric Buildings AB, Mar 2010

53 Vista FM, Installation Manual 6 Collecting Values from Vista to the Energy Calculation Module 4 In the Supply air box, enter the Vista Server database path to the signal you want to display in the Energy Calculation module. In the example, VistaSRV1-LTA_1-ACME_Inc-2nd_Floor-RTU4- Cooling.DAT.pv. 5 Click OK. The value is presented in the Energy Calculation module. Schneider Electric Buildings AB, Mar (88)

54 6 Collecting Values from Vista to the Energy Calculation Module Vista FM, Installation Manual 54 (88) Schneider Electric Buildings AB, Mar 2010

55 Vista FM, Installation Manual 7 Adding a Link to TAC Vista FM 7 Adding a Link to TAC Vista FM 7.1 Configuring RyhExe Assigning the Vista FM Database It is possible to view Vista FM object information from Vista graphics. Using the TAC Vista graphic editor, you create execute buttons (.tgml) or command points (.ogc) to link to the Vista FM Object Information window. The link tool RyhExe is used to identify the Vista FM object paths. The following information can be viewed from Vista graphics: Object technical information Maintenance history Documents The Vista FM database has to be assigned to RyhExe and a shortcut to RyhExe has to be created before you can create the links to the Vista FM objects in the Vista graphics. First the Vista FM database has to be assigned to RyhExe. This is done in the RyhExe.ini file. The RyhExe.ini file is located in the Com_dll folder in the installation folder. The default folder path is C:\Fm32\Com_dll. To assign the Vista FM database 1 Open the RyhExe.ini file with a text editor. 2 In the Act_dbase attribute, enter the path to the Vista Fm database. In the example, C:\FM32\WebSettings\acme.mdb. 3 Save and close the RyhExe.ini file. Schneider Electric Buildings AB, Mar (88)

56 7 Adding a Link to TAC Vista FM Vista FM, Installation Manual Selecting Language The language of the Vista FM Object Information window is selected in the RyhExe.ini file. The international language code is used to specify which language is to be used. Note, however, that not all languages are supported. The number of supported languages depends on the number of translations. In the example, we will change the language to English. Select Language 1 Open the RyhExe.ini file with a text editor. 2 In the Country attribute, enter the language code. In the example, Save and close the RyhExe.ini file Making a Shortcut to RyhExe To be able to open the RyhExe program, a shortcut will have to be made. The RyhExe.exe file is located in the Com_dll folder in the installation folder. The default folder path is C:\Fm32\Com_dll. To make a shortcut to RyhExe 1 Create a shortcut for RyhExe.exe file. In the example, in the same folder as the RyhExe.exe file. 2 Right-click the shortcut and click Properties. 56 (88) Schneider Electric Buildings AB, Mar 2010

57 Vista FM, Installation Manual 7 Adding a Link to TAC Vista FM 3 In the Target box, add the option 2/0 at the end of the program path. 4 Click OK. 7.2 Identifying a Path to a TAC Vista FM Object The path to the Vista FM object is identified using the RyhExe.exe program. To identify a path to a Vista FM object 1 Start the RyhExe using the shortcut. 2 In the object tree, select the object that you want to link to. In the example, Acme_Building. 3 On the File menu, click Link Object. Schneider Electric Buildings AB, Mar (88)

58 7 Adding a Link to TAC Vista FM Vista FM, Installation Manual 4 In the Command line box, copy the object path. 5 Close the Link Tool dialog box to quit RyhExe. Tip The Link Tool dialog box generates the path that is used when creating the link to the Vista FM object in the Vista graphic. Write the path down in case you lose it from the clipbord. 7.3 Adding a Link to a Vista Graphic TGML To be able to add a link to a Vista FM object in a Vista graphic of the TGML format, an execute button has to be added in the Vista graphic using Vista Graphic Editor. For more information on how to add links to a Vista graphic of the OGC format, see Section 10.3, Adding a Link to a Vista Graphic OGC, on page 82. To add a link to a Vista Graphic TGML 1 Start Vista Server and Vista Workstation. 2 In Vista Workstation, in the folders pane, right-click the graphic you want to add the link to. In the example, ACME_Building- Air_Handling-RTU4-Graphic. 3 Click Edit. 4 In the Components window, in the Basic Controls pane, locate the ExeButton component. 5 Drag the ExeButton component onto the graphic. 6 In the Properties window, in the Program box, paste the Vista FM object path. In the example, C:\Fm32\Com_dll\RyhExe.Exe 0/ Cut the option at the end of the path. In the example, 0/26. 8 In the Options box, paste the option. 9 In the ButtonText box, enter the name of the button. In the example, TACVistaFM. 58 (88) Schneider Electric Buildings AB, Mar 2010

59 Vista FM, Installation Manual 7 Adding a Link to TAC Vista FM 10 Save the graphic and close the Graphic Editor TGML. 11 In Vista workstation, click the ExeButton to verify that the link works. In the example, the TACVista FM button. Note For more information on how to work with the TAC Graphic Editor, please see TAC Graphics Editor - TGML, Technical Manual. Schneider Electric Buildings AB, Mar (88)

60 7 Adding a Link to TAC Vista FM Vista FM, Installation Manual 60 (88) Schneider Electric Buildings AB, Mar 2010

61 REFERENCE 8 Using an SQL Database 9 TAC Vista FM in Networks 10 Adding a Link to TAC Vista FM OGC 11 Additional Settings in the energy.ini File

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63 Vista FM, Installation Manual 8 Using an SQL Database 8 Using an SQL Database The Vista FM database is not installed with the Vista FM components. The Vista FM SQL database is downloaded from Schneider Electric's extranet. You can install the Vista FM database on the same computer as Vista FM or on another computer in the same IP network. To be able to manage the SQL database the following programs has to be installed: Microsoft SQL Server Management Studio Express Microsoft SQL Server 2005 Express Edition Both can be downloaded from Microsoft at no cost. Note You can also use a preinstalled Microsoft SQL server and Management Studio Express. In this case you have to contact the SQL administrator to get username and password to connect to the SQL server. 8.1 SQL Server 2005 Express Edition Microsoft SQL Server 2005 Express Edition (SQL Server Express) is a data management product that delivers data protection, and performance for embedded application clients, light Web applications, and local data stores. You must have administrative rights on the computer to install SQL Server Express. If you are installing the SQL Server for the first time you will be asked to select authentication mode. If so, select Mixed Mode (Windows Authentication and SQL Server Authentication). Schneider Electric Buildings AB, Mar (88)

64 8 Using an SQL Database Vista FM, Installation Manual Create a password for the sa logon. The sa logon is used when you connect to the SQL server using the SQL Server Management Studio Express. Note Refer to Microsoft for more information on how to install SQL Management Studio Express. 8.2 SQL Server Management Studio Express Microsoft SQL Server Management Studio Express (SSMSE) is a tool for managing SQL Server 2005 Express Edition and SQL Server 2005 Express Edition with Advanced Services. SSMSE can also manage instances of the SQL Server Database Engine created by any edition of SQL Server You must have administrative rights on the computer to install SSMSE. Note Refer to Microsoft for more information on how to install SQL Management Studio Express. 8.3 Downloading the TAC Vista FM SQL Database The Vista FM SQL database on Schneider Electric s extranet is adapted tovista FM that is, the database contains the library vital for Vista FM.. To be able to browse to the database using SSMSE the file has to be placed on C: 64 (88) Schneider Electric Buildings AB, Mar 2010

65 Vista FM, Installation Manual 8 Using an SQL Database To download the database 1 On Schneider Electric's extranet, download the zip-file Empty_TACVistaFM_SQL.zip. 2 Unzip the Empty_TACVistaFM_SQL.zip. 3 Save the TACVistaFM.bak database file to C:. 8.4 Restoring the TAC Vista FM SQL Database To be able to use the database the database has to be restored using Microsoft SQL Server Management Studio Express. To restore the TAC Vista SQL database 1 Start Microsoft SQL Server Management Studio Express. 2 In the Server name box, select Browse for more. 3 In the Browse for Servers dialog, expand Database Engine and select "COMPUTERNAME/SQLEXPRESS". Schneider Electric Buildings AB, Mar (88)

66 8 Using an SQL Database Vista FM, Installation Manual 4 Click OK. 5 In the Authentication box, select SQL Server Authentication. 6 Login to the database using sa and the password defined when the SQL server was installed. 7 Click Connect. 8 In the Object Explorer pane, right-click Databases and select Restore Database. 9 Enter the name of the new database. In the example, acme. 10 In the Source to restore box, select From device. 11 Click the browse button to open the Specify Backup dialog. 12 Click Add and browse to C:\TACVistaFM.bak. 13 Click OK. 66 (88) Schneider Electric Buildings AB, Mar 2010

67 Vista FM, Installation Manual 8 Using an SQL Database 14 Select the database. 15 Click OK. 16 Click OK. The new database is created. Schneider Electric Buildings AB, Mar (88)

68 8 Using an SQL Database Vista FM, Installation Manual 8.5 Creating a Login in the SQL Server A login has to be created on the SQL server. The login is used by Vista FM interface to connect to the database. To create a login in the SQL server 1 In SQL Server Management Studio Express, expand SQL server. 2 Expand Security. 3 Right-click Logins and select New Login. 4 In the Login New dialog box, in the Login name box, enter the login name of the user you want to create. In the example, acme_user. 5 Click SQL Server authentication. 6 Enter the password. In the example, "tacvistafm". 7 In the Default database box, browse to the database. In the example, acme. 68 (88) Schneider Electric Buildings AB, Mar 2010