Tracer Summit Energy Services

Tracer Summit Energy Services Energy Management and Advanced Reporting Software November 2003 BAS-PRC015-EN

Introduction Tracer Summit Energy Services is an energy management and advanced reporting software product that is used with the Tracer Summit building automation system. It provides tools to monitor, analyze, trend, benchmark, and allocate both energy consumption and energy costs for your business along with the means to create reports from this data. Its purpose is to help you manage energy operations and expenses more efficiently so that your organization can improve its productivity and profitability. It is designed for both the technical and non-technical user. Two options of Tracer Summit Energy Services are available: Energy Manager and Energy Analyst. Energy Manager provides a basic platform to enable tracking, analysis, cost allocation, benchmarking, and invoicing of energy meters and sub-meters as well as nonenergy points such as weather data. Energy Analyst provides more comprehensive energy management tools to enable in-depth analysis, reporting, and plant analysis. Both the Energy Manager and the Energy Analyst options are available with a desktop database or with an enterprise database, depending on the needs of your organization. The desktop database is best suited for single-site Tracer Summit applications or multi-site applications that have a central energy manager station. The enterprise database is best suited for multi-site applications with multiple users as well as larger national account customers, campus, or school district applications. The following are trademarks or registered trademarks of their respective companies: BACnet of ASHRAE; Pentium of Intel Corporation; SQL Server of Sybase Corporation; Tracer and Tracer Summit of American Standard Inc.; Windows and Windows XP of Microsoft Corporation in the United States and other countries. 2 2003 American Standard Inc. BAS-PRC015-EN

Contents Introduction........................ 2 Product highlights................... 4 Features and benefits................ 5 Energy Manager............................ 5 Energy Analyst............................. 7 Architecture and network compatibility. 9 Desktop database............................ 9 Enterprise database......................... 10 Seamless data transfer.............. 11 Specifications..................... 12 BAS-PRC015-EN 3

Product highlights Tracer Summit Energy Services is a comprehensive metering application and reporting tool for optimizing the energy usage and costs of your facility. The Tracer Summit Energy Services product provides the means to: Monitor energy use, allocate costs, verify utility billings, and identify ways to optimize energy consumption and reduce expenditures Monitor virtually any energy resource: electricity, natural gas, steam, and chilled water Create advanced reports with Tracer Summit data Organize sub-meter data into categories Support energy-buying decisions Create ready-to-use reports that aid in the rapid analysis of data Generate utility invoices and verify accuracy of actual utility bill charges Compare purchasing options from various energy providers and perform multiple what-if scenarios Evaluate the effect of weather or other variables on facility energy requirements Standardize units of measure to allow data comparison and benchmarking Generate energy benchmarking data Export Tracer Summit data into standard IT format 4 BAS-PRC015-EN

Features and benefits Tracer Summit Energy Services is available in two options: Energy Manager Energy Analyst Energy Manager provides tracking, analysis, cost allocation, benchmarking, and invoicing of energy meters and submeters as well as non-energy points such as weather data. Energy Analyst provides more comprehensive energy management tools to enable in-depth analysis and reporting. Energy Manager Energy Manager enables you to: Reduce energy consumption and operating costs by tracking meter, sub-meter, and single data points of building automation systems (BAS) over time Make timely energy management decisions by accessing utility and key operating parameter data in an easyto-read report for any time period Create electronic invoices, cost allocation reports, and tenant sub-billing reports quickly and easily Generate reports that provide benchmarking information for selected meters for a given time interval Energy Manager provides you with a history, in 15-minute increments, of daily or total energy usage. The history can be for a single meter or point, for an entire building, or for multiple locations. Energy Manager provides the following: Energy meter information Non-energy meter information Standard Invoices and RateEngine Benchmark reporting Energy meter information Energy meter information is easily collected and stored from energy meters and sub-meters to create a historical database. You can view meter and sub-meter data in bar, line, and pie charts, and by the day, week, month, or year. The data can be used to identify anomalies and/or trouble areas that can be addressed immediately to minimize costly usage problems. The two ways of viewing energy consumption are accessed by these two tabs on the user interface: Date Range [Total Energy] (Figure 1) Month View [Daily Consumption] (Figure 2) From the Date Range tab, you can view data in bar, line, and pie charts. You can choose to view data for a single meter, groups of meters, or all meters simultaneously. From the Month View tab, you can view daily energy consumption for a selected month for one meter at a time. This shows you how a facility is consuming energy and helps you to verify the performance of equipment to identify any recurring problems or cost-saving opportunities. Figure 1: Date Range [Total Energy] example Figure 2: Month View [Daily Consumption] example BAS-PRC015-EN 5

Non-energy meter information Non-energy data, such as weather data, critical BAS points, and key operating data can also be monitored and included in reports. Examples of key operating data are operating parameters in your BAS system. Other nontraditional data can also be collected to support benchmarking activities, such as numbers of patrons entering a store, number of production units, and so on. The non-energy meter information is viewed and reported similarly to the energy meter information, but the nonenergy meter functionality allows you to track, trend, and create reports from Tracer Summit system data. Any data that can be collected by the Tracer Summit control panels can be monitored and reported with this tool. Standard Invoices and RateEngine Energy Manager can generate invoices for any energy meter data using the capabilities of RateEngine and Standard Invoices (Figure 3). You can verify utilitygenerated bills as well as bill your own internal customers, tenants, or areas with this feature. The RateEngine allows you to create time-of-use rates and independent energy accounts for specific equipment, business centers, or tenants. This information can be used to recover energy costs and accurately allocate demand charges. Standard invoice reports can be viewed, printed, and saved. Benchmark reporting Benchmark reporting allows you to generate reports that provide benchmarking data for selected meters for a given time interval. These reports can be viewed, printed, and saved (Figure 4). Note: The RateEngine must be populated before a benchmarking report can be created. Figure 3: Standard Invoice example Figure 4: Benchmark reporting example 6 BAS-PRC015-EN

Energy Analyst In addition to having all of the functionality of Energy Manager, Energy Analyst allows technical users, such as energy or facility engineers, to analyze more complex demand-side and supplyside cost-saving opportunities. On the demand side, this capability allows you to find anomalies in the demand profiles, look at a variety of benchmarks for your business, and compile advanced reports that document energy use, energy cost, and demand-specific costs. On the supply side, this capability allows you to compare different utility suppliers and perform what-if analyses. It also allows you to experiment with different rate schedules, strategies, and usage patterns to identify opportunities to reduce costs. The capabilities and features of each tool are explained below. Advanced Reports Advanced Reports is a customizable energy reporting tool with sample reporting templates. The reports capture and save all parameters of selected meters. This includes energy, energy type, groups, and date/time values based on a specific time interval. Advanced Reports will also allow you to reorganize dimensions displayed in its grid and graph by dragging and dropping to reorder. You can create custom reports or choose from a number of predefined reports (Figure 5). Cost Overlay Cost Overlay allows you to generate reports that provide the total costs and the cost breakout between two different utility supply vendors. This provides an invaluable graphical comparison tool for what-if scenarios when exploring whether to switch utility providers or different rate structures. These reports can be previewed, printed, and saved (Figure 6). Figure 5: Advanced Reports example Figure 6: Cost Overlay example BAS-PRC015-EN 7

Demand Profiles Demand Profiles allow users to create average profiles. These profiles can later be used to establish baselines, benchmarks, or a basis for load curtailment. The demand profile charts are populated with the selected meters for the chosen time interval. The charts are shown in weekday, weekend, and holiday profiles. They contain quantitative data for minimum, maximum, average, and load factor values (Figure 7). Plant Analysis Plant Analysis is an energy engineering and management tool to verify chilled water plant performance. It can be used to uncover operating efficiencies and energy conservation opportunities that otherwise may have gone undetected. In addition, it saves hours of manual data processing that would be required without this tool (Figure 8). Typical uses for this tool include: Verifying chiller efficiencies Providing information to assess the advantage of installing a smaller chiller for lower loading operation Analyzing whether economizer cooling would provide economic returns in times of low loading conditions and verifying energy savings resulting from economizer cooling Figure 7: Demand Profile example Figure 8: Plant Analysis example 8 BAS-PRC015-EN

Architecture and network compatibility New and existing Tracer Summit customers can use Tracer Summit Energy Services. Tracer Summit systems must be running Version 15 or higher. Both the Energy Manager and Energy Analyst options of Tracer Summit Energy Services are available with a desktop database or with an enterprise database. Desktop database The desktop database of Tracer Summit Energy Services must be installed on every Tracer Summit PC Workstation that needs access to Tracer Summit Energy Services software. The desktop database uses a Microsoft Data Engine (MSDE) database. Figure 9 shows a single-site architecture in which the Tracer Summit system and the desktop database of Tracer Summit Energy Services are both running on a PC Workstation the only one on the site. The database resides on this PC Workstation also. Figure 10 shows a multi-site architecture in which Tracer Summit software and the desktop database of Tracer Summit Energy Services are both running on a single PC workstation. The workstation running the Tracer Summit software collects data from both sites in the architecture. Only the user of the workstation that is running Tracer Summit Energy Services has access to Energy Services data and reports. Figure 9: Example of single-site architecture with desktop database of Tracer Summit Energy Services Tracer Summit PC Workstation with Tracer Summit Energy Services software MSDE database Customer LAN/WAN BCU BCU Figure 10: Example of multi-site architecture with desktop database of Tracer Summit Energy Services Tracer Summit PC Workstation Tracer Summit PC Workstation with Tracer Summit Energy Services software Customer LAN/WAN MSDE database Site 1 Site 2 BCUs BCUs BAS-PRC015-EN 9

Enterprise database The enterprise database is typically used for customers with Tracer Summit multisite or large single-site installations that require their data to be stored on a centralized SQL Server. The enterprise database requires that Energy Service software be installed on at least one Tracer Summit PC Workstation. The enterprise database uses a Microsoft SQL Server database that is installed on a new or existing server on a LAN or WAN. If you have installed the server hardware for your Tracer Summit data, the same server hardware can be used to store the Tracer Summit Energy Services data. (Server hardware must be purchased separately from Tracer Summit Energy Services.) With the enterprise database, you can load Tracer Summit Energy Services on a PC workstation that does not have Tracer Summit software installed on it. Examples of sites that would use the enterprise database are national accounts, school districts, larger campuses, municipalities, or military bases. Figure 11: Example of multi-site architecture with enterprise database of Tracer Summit Energy Services Tracer Summit PC Workstation Tracer Summit PC Workstation Tracer Summit PC Workstation with Tracer Summit Energy Services software Tracer Summit PC Workstation with Tracer Summit Energy Services software Customer LAN/WAN Site 1 Site 2 Site X... Server hardware BCU BCU BCU BCU BCU BCU Tracer Summit SQL Tracer Summit Server database Energy Services SQL Server database 10 BAS-PRC015-EN

Seamless data transfer Tracer Summit Energy Services is a software product that has been developed to work seamlessly with the Tracer Summit building automation system. Tracer Summit Energy Services allows Tracer Summit trend object data to be collected and stored in an MSDE or SQL database. This provides two major benefits: Data from the building control unit (BCU) panels are easily collected and stored for historical reporting. Tracer Summit data (BACNet) is converted into standard IT format when collected in the MSDE or SQL database. Data is shared between Tracer Summit and Tracer Summit Energy Services by setting up trend objects in the Tracer Summit software. Once the required trends are defined, the user simply chooses which trends Tracer Summit Energy Services will utilize. Once these are selected, Tracer Summit Energy Services begins collecting the selected trend data into its database for use with Tracer Summit Energy Services. Tracer Summit Energy Services then presents the selected data in different graphical and reporting formats that allow quick and easy access to the data. Analysis tools within Tracer Summit Energy Services also utilize the database and provide the user with timely data to make informed business and operational decisions. BAS-PRC015-EN 11

Specifications Minimum PC requirements Note: It is important to keep the Tracer Summit Energy Services PC Workstation running continuously to avoid any data loss. PC workstation Processor: Pentium II at 450 MHz Operating system Windows 2000 Professional (SP3 or greater) Windows XP Professional (SP1 or greater) Hard drive 6 GB minimum CD-ROM drive 4X minimum Memory 512 MB minimum 1 GB recommended MDAC requirements MDAC 2.8 or higher Video card Any video card, MS Windows-approved, capable of 16-bit color resolution Monitor 17 in. multi-sync minimum Screen resolution 1024 x 768 minimum (1280 x 1024 recommended) Enterprise database requirements You can use Microsoft SQL Server 2000 to manage a Tracer Summit Energy Services SQL Server database. For best performance, the server should meet the requirements described in Table 1. Refer to your Microsoft SQL Server documentation for other requirements.. Table 1: SQL Server and Tracer Summit system minimum requirements Component Requirement SQL Server Tracer Summit system Hardware Software Operating system Power supply Hardware Software Operating system Power supply Pentium 933 MHz, 512 MB RAM, 7200 RPM 20 GB hard disk, backup hard disk Microsoft SQL Server 2000 Standard/Enterprise Windows 2000 Server (preferred), Windows Active Server, or Microsoft Small Business Server (which includes versions of Windows Server and SQL Server). Use Windows 2000 Server when the Tracer Summit Energy Services SQL Server database resides on an existing server with other databases. An uninterruptible power supply (UPS) is recommended with the SQL Server to ensure that data transfer to the database will continue after a power failure. Must be network ready for a TCP/IP connection to the SQL Server and must meet standard requirements for Tracer Summit PC Workstations. Version 15 or higher Windows 2000 Professional (SP3 or greater), or Windows XP Professional (SP1 or greater) A UPS is recommended with the Tracer Summit PC Workstation to ensure that data transfer to the database will continue after a power failure. Trane A business of American Standard Companies www.trane.com For more information, contact your local Trane office or e-mail us at comfort@trane.com Literature Order Number BAS-PRC015-EN File Number PL-ES-BAS-000-PRC015-1103 Supersedes BAS-PRC015-EN May 2003 Stocking Location Inland Trane has a policy of continuous product and product data improvement and reserves the right to change design and specifications without notice.