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System Manager SoftwareSetup Guide

Version 3.1


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POWERLOGIC, POWERLINK, MICROLOGIC, SY/LINK, SY/MAX, SY/NET, Square D,

and are registered trademarks of Square D/Schneider Electric or related companies.

System Manager and Altivar are trademarks of Square D/Schneider Electric or relatedcompanies. All other trademarks are the intellectual property of their respectivecompanies.

Bulletin No. 63220-060-200 8/99

1999 Square D/Schneider Electric All Rights Reserved.

DL 0.5M 8/99


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Contents

i 1999 Square D/Schneider Electric All Rights Reserved

ContentsChapter 1Introduction to SMS ..................................................................................................... 1

What is SMS? .............................................................................................................................. 1What You Should Know Before You Begin (SMS-3000)............................................................... 2What You Should Know Before You Begin (SMS Standalone) ..................................................... 3System Requirements .................................................................................................................. 4

Historical Logging and Hard Disk Requirements.................................................................... 4Additional Hardware Requirements .............................................................................................. 5Start With the Readme SMS31.doc File ....................................................................................... 6Register Your Software Now ........................................................................................................ 6

Software Version Support Agreement .................................................................................... 6Instruction Materials ..................................................................................................................... 7

Notational Conventions .......................................................................................................... 7Online Help File ............................................................................................................................ 7Add-On Modules .......................................................................................................................... 8Technical Support ........................................................................................................................ 8

Chapter 2Quick Starts .................................................................................................................. 9Quick Start: Create a System ....................................................................................................... 9Quick Start: Set Up a Serial Device ............................................................................................ 10

1. Add the Serial communication port .................................................................................. 102. Set up the Serial card ....................................................................................................... 113. Add and Route the Serial Device ..................................................................................... 11

Quick Start: Set Up an Ethernet Connection .............................................................................. 121. Add the Ethernet Gateway communication port ............................................................... 122. Set up the Ethernet Port ................................................................................................... 133. Add the Device to the Ethernet Connection ..................................................................... 14

Quick Start: Set Up a ModBus/TCP Connection ......................................................................... 151. Add the ModBus/TCP communication port ...................................................................... 15

Quick Start: Set Up a SY/LINK Device ....................................................................................... 171. Add the SY/LINK communication port .............................................................................. 172. Set up the SY/LINK card .................................................................................................. 183. Add and Route the SY/LINK device ................................................................................. 19

Quick Start: Set Up a Task ......................................................................................................... 20Quick Start: Add a Reference Time and Schedule a Task.......................................................... 26Quick Start: Set Up Functions and Alarms ................................................................................. 27

1. Create Global Functions .................................................................................................. 272. Define Setpoints for Analog Functions ............................................................................. 283. Define Setpoints for Digital Functions .............................................................................. 294. Set Up Alarm Severity Levels .......................................................................................... 305. Assign Functions to Specific Devices .............................................................................. 30


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ii 1999 Square D/Schneider Electric All Rights Reserved

Quick Start: Set Up Logging and View Historical Data ............................................................... 31Create a Log Template ........................................................................................................ 31Assign a template to a Specific Device ................................................................................ 32Displaying a History Table or Time Trend Plot (Viewing History Data) ................................ 34Defining a New Query or Table ............................................................................................ 34

Quick Start: Create a Custom (Quick) Table .............................................................................. 35

Chapter 3SMS Installation .......................................................................................................... 37Security Keys ............................................................................................................................. 37

No Key Found ...................................................................................................................... 37Planning the Installation ............................................................................................................. 37System Architecture, SMS-3000 ................................................................................................ 38

Server and Client Installation (SMS-3000 Only) ................................................................... 38The Database ...................................................................................................................... 39Hardware Issues .................................................................................................................. 40

Network Security Administrator Privileges .................................................................................. 40Installation Types ....................................................................................................................... 40NT Requirements (client/server installations only) ..................................................................... 41System Backup and Making an Emergency Repair Disk ............................................................ 42Installation Checklist ................................................................................................................... 42New Installation, Client/Server ................................................................................................... 43

POWERLOGIC System Reports .......................................................................................... 49Ethernet Gateway ....................................................................................................................... 49Client/Server Startup .................................................................................................................. 50New Installation, Client Only ....................................................................................................... 50

Ensuring Correct Client Registration .................................................................................... 50Before client installation: ...................................................................................................... 50

Before or during client installation: ....................................................................................... 51POWERLOGIC System Reports .......................................................................................... 56New Installation, DDE Server ..................................................................................................... 57New Installation, SMS Standalone ............................................................................................. 62

POWERLOGIC System Reports .......................................................................................... 67SMS Standalone Startup ............................................................................................................ 68Upgrade Installation, Client/Server ............................................................................................. 68

POWERLOGIC System Reports .......................................................................................... 70Upgrade Installation, Client ........................................................................................................ 70

POWERLOGIC System Reports .......................................................................................... 72Upgrade Installation, DDE Server .............................................................................................. 72Upgrade Installation, Standalone SMS ....................................................................................... 74

POWERLOGIC System Reports .......................................................................................... 75

Reinstalling SMS ........................................................................................................................ 75Uninstalling SMS ........................................................................................................................ 76Interactive Graphics Add-On Module (GFX-1000) ...................................................................... 76


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Contents

iii 1999 Square D/Schneider Electric All Rights Reserved

Chapter 4Working with the SMS System File ........................................................................... 77Creating a New System ............................................................................................................. 77Going Online .............................................................................................................................. 78

Going Online with a System ................................................................................................. 78Going Online with a Workspace ........................................................................................... 79Device Status Checks .......................................................................................................... 79Opening an EDIT System .................................................................................................... 79Changing the EDIT System.................................................................................................. 80Closing the EDIT System ..................................................................................................... 80Going Offline ........................................................................................................................ 80

Setting the Sampling Mode ........................................................................................................ 80Scheduled Update ............................................................................................................... 81Manual Update ..................................................................................................................... 81

Chapter 5Working with User Accounts .................................................................................... 82Adding User Accounts ................................................................................................................ 82Changing User Accounts ............................................................................................................ 84Deleting User Accounts .............................................................................................................. 85

Chapter 6Establishing Communication Between PC and Devices(Communications Connection) ............................................................................................... 86POWERLOGIC Ethernet Communication Module ...................................................................... 86POWERLOGIC Ethernet Gateway ............................................................................................. 86SY/LINK Card ............................................................................................................................. 86Serial Connections ..................................................................................................................... 87Setting Up The Communications Connection ............................................................................. 87

Adding a New Communications Connection ........................................................................ 87

Setting Up Serial Communications ............................................................................................. 89Setting Up Ethernet Gateway Communications .......................................................................... 90Setting Up ModBus/TCP Communications ................................................................................. 91Setting Up SY/LINK Communications ........................................................................................ 91

Chapter 7Basic System Setup ................................................................................................... 94POWERLOGIC Metering Device Models ................................................................................... 94

Metering Device Feature Comparison .................................................................................. 95Input/Output Modules for Series 2000 Circuit Monitors .............................................................. 95

Class 3020 Input/Output Modules ........................................................................................ 95Minimum Setup Requirements ................................................................................................... 96Setting Up Devices and Routes .................................................................................................. 961. Adding a Device ..................................................................................................................... 96

2. Adding a Route ....................................................................................................................... 97Adding a Serial Port Route ................................................................................................... 97Adding an Ethernet Route .................................................................................................... 98Adding an Ethernet Communication Module Route .............................................................. 99Adding a SY/LINK Route ...................................................................................................... 99


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iv 1999 Square D/Schneider Electric All Rights Reserved

3. Device Setup ........................................................................................................................ 100Series 2000 Circuit Monitor Setup ............................................................................................ 100Series 100/200 Circuit Monitor Setup ....................................................................................... 102Power Meter 600/620 Setup ..................................................................................................... 103Power Meter 650 Setup ............................................................................................................ 105Deleting Devices/Changing Device Names .............................................................................. 108

Deleting a Device ............................................................................................................... 108Changing a Device Name .................................................................................................. 108

Chapter 8Advanced On-Board Setup for CM-2000 and PM-650 ............................................ 109CM-2000 Setup ........................................................................................................................ 109Setting Up Input/Output Modules .............................................................................................. 109

Setting Up Relay Outputs ................................................................................................... 110Setting Up Analog Inputs ................................................................................................... 113

Analog Input Example ........................................................................................................ 115Setting Up Analog Outputs ................................................................................................. 116Analog Output Examples ................................................................................................... 117

Setting Up On-Board Data Storage .......................................................................................... 119Circuit Monitor Storage Considerations .............................................................................. 119Setting Up the Circuit Monitor On-Board Event Log ........................................................... 121Setting Up the Circuit Monitor On-Board Waveform Capture Logs .................................... 121Setting Up the Circuit Monitor On-Board Data Logs........................................................... 122Organizing Data Log Files .................................................................................................. 124The Default Logging Template ........................................................................................... 124

Setting Up On-Board Alarms/Events ........................................................................................ 124Assigning a PC Task .......................................................................................................... 128Changing the Onboard Alarm Check Interval ..................................................................... 129

PM-650 Setup .......................................................................................................................... 129Setting Up On-Board Data Storage .......................................................................................... 130

Power Meter 650 Storage Considerations .......................................................................... 131Setting Up the Power Meter On-Board Event Log .............................................................. 131Setting Up the Power Meter Data Log ................................................................................ 132

Setting Up On-Board Alarms/Events ........................................................................................ 134

Chapter 9Working with the SMS Database ............................................................................. 137Organization of the SMS Database .......................................................................................... 137How SMS Rolls Historical Files ................................................................................................ 137Hard Disk Memory Allocation ................................................................................................... 138

Hard Disk Usage Formulas ................................................................................................ 139Waveform storage disk requirements: ................................................................................ 140

Working with System/Setup Data ............................................................................................. 140Establishing Log Restrictions ............................................................................................. 140


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Contents

v 1999 Square D/Schneider Electric All Rights Reserved

Managing the Size of System/Setup Data (PLSystem.mdb Database) .................................... 141Deleting Setup Data. .......................................................................................................... 141Purging the Alarm and Activity Logs .................................................................................. 142Backing Up/Compacting the System/Setup Database ....................................................... 142

Managing the Size of the Historical Database .......................................................................... 143Setting Up an Automatic Historical Database .................................................................... 143Setting Up a Manual Historical Database ........................................................................... 144

Managing Multiple System/Setup Databases ........................................................................... 145Deleting Historical Data ............................................................................................................ 145Troubleshooting Rollover Problems ......................................................................................... 145

Appendix AStandard Tables .................................................................................................... 147

Appendix BEntering Pickup/Dropout Setpoints and Time Delays

for CM2000 On-Board Alarms ............................................................................................... 148

Appendix CEntering Pickup/Dropout Setpoints and Time Delaysfor PM-650 On-Board Alarms ................................................................................................ 157

Appendix DAbbreviations for Quantities ................................................................................ 159

Index .............................................................................................................................................. 189


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Chapter 1Introduction to SMS

1 1999 Square D/Schneider Electric All Rights Reserved


What is SMS?

The System Manager Software family ( SMS ) includes versatile power monitoring andcontrol systems that can support over 1,000 devices.

Some of the SMS features are:unlimited unique user accountspredefined and customizable real-time and historical data displayslogging and trending user-selectable quantitiesmultilevel network alarming with task executioneasy display of our patented waveform capture

interactive graphic screen development

The following table lists the features that SMS supports, by device:

Device

Circuit Monitor X X X X X X XPower Meter X X X X XMICROLOGIC Circuit Breaker X X X XModel 85 Trnsfrmr Temp Cntrl X X X X

Digitrip 810D Trip Unit X X X XDigital Relay X X X XPOWERLINK AS Panelboard X X X XPOWERLOGIC Compatible X X X XPOWERLOGIC Custom X X X X XModBus Compatible X X X XModBus Custom X X X X X

U.S. only: For help in integrating other devices into SMS , contact POWERLOGIC Engi-neering Services at (615) 287-3400. This group can help you integrate other monitoringsystems and network products into SMS .

Outside the U.S.: Contact your local Schneider Electric representative.

Because we are continually increasing our device support, please check our website

(www.powerlogic.com) for current information and downloads.

W a v e f o r m

C a p

A l a r m

i n g

L o g g

i n g

M a n u a

l C o n

t r o l

S e t u p

T a b l e

D i s p l a y

R e s e t s


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SMS VersionsSMS -3000 is a client/server application that runs on the Microsoft Windows NT operatingsystem. The server portion of SMS -3000 is called the POWERLOGIC network server (PLNS). The client portion can run on either Windows 98 or Windows NT. Additionalclient software ( SMS -1000, PMX-1000) can be purchased to run on separate PC s, thusexpanding the capabilities of the SMS system.

SMS Standalone ( SMS -1500 and SMS -121) and Power Monitoring EXP lorer ( PMX-1500)are standalone applications that run on either the Microsoft Windows NT or Windows 98operating systems. SMS -1500 and PMX-1500 allow simultaneous communication withmultiple devices, while SMS -121 can communicate with one device at a time. Certainfeatures that are enabled in SMS -1500 are disabled in PMX-1500: they are automatedprocesses; bar charts and meters; and custom quantities and custom reports.

What You Should Know Before You Begin (SMS-3000)

This bulletin assumes that you know how to use Microsoft Windows NT and arefamiliar with Windows terminology. If you need help using Windows NT, refer to theMicrosoft Windows NT documentation that you received with your software.

In particular, before you install SMS , you must consider these issues:

Install Windows NT on the machine that will run the POWERLOGIC networkserver. Then install Windows NT or Windows 98 on any machine that will runadditional clients.Note : Do not install Windows NT or Windows 98 in any directory that already

contains any version of Windows . If you do so, you may be unable to install SMS.Establish a functional LAN with NT user accounts and network access permission.Perform this step before installing SMS-3000 . You must be an administrator on themachine where you install SMS.

Screen savers, other than blank, use up large amounts of system resources. On thePOWERLOGIC network server, they should not be used.

If you are using the POWERLOGIC Ethernet Gateway, test TCP/IP connectivity on theWindows NT or Windows 98 operating system before using SMS. As part of the test,use the DOS PING command:

After TCP/IP is installed, access the command prompt (Start > Programs >Command Prompt)

Use the PING command to check communication with IP locations

(PING computer name ). If you do not receive replies during the test, the TCP/IP protocol is not properlyinstalled on the operating system.

For instructions on installing TCP/IP , see your Microsoft Windows NT documentation.

If remote clients are to be installed, share the SMS-3000 directory.


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If remote clients are to be installed, the POWERLOGIC network server and database

must be accessible over the network. Thus, the POWERLOGIC network server cannotbe turned off.

In addition, when configuring Windows NT, you need to pay attention to thesethree items:

1. Network Access Permission . Each PC user who will connect to the POWERLOGICnetwork server must first have access rights set up at the PC that will be accessed(that is, the POWERLOGIC network server PC or database PC). Access the setupthrough Windows NT Administrative Tools > User Manager.

The user will be assigned to at least one NT Group. Make sure that one of thesegroups has been assigned the privilege to access the PC over the network.For more information on establishing access permission, see the Microsoft Win-dows NT documentation.

2. Network Drive Shares . When the system and historical databases are installedduring SMS-3000 installation, the default directory location is c:\SMS-3000\Data-base. You can change the location, placing the databases anywhere within yournetwork, but wherever it is located, you must share the database directory at thePC in which it resides. To do this, select c:\SMS-3000\Database from the FileManager, then select Disk > Share As. Give the directory a share name, and assignpermission for any group(s) or individuals within groups.You must perform this procedure before you complete the SMS client installation.

3. Connecting Network Drives . You must be able to connect to the SMSPLSystem.mdb database from the client PC. This means that one drive on the clientPC must be mapped to the database directory. To do this, select File Manager > Disk> Connect Network Drive; then select the name of the PC at which the database isinstalled and the share name given to the database (share names are discussed in thenext paragraph).You must perform this procedure before you start the SMS client installation.

What You Should Know Before You Begin (SMS Standalone)

This bulletin assumes that you know how to use the Microsoft Windows application thatyou are using, and that you are familiar with Windows terminology. If you need helpusing your Windows application refer to the Microsoft Windows documentation that youreceived with your software.

In particular, before you install your standalone SMS application, you must considerthese issues:

Install Windows on the machine that will run SMS.Note: Do not install Windows NT or Windows 98 in any directory that already containsany version of Windows. If you do so, you may be unable to install SMS.


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Screen savers, other than blank, use up large amounts of system resources. On the

SMS PC , they should not be used.If you are using the POWERLOGIC Ethernet Gateway, test TCP/IP connectivity on theWindows operating system before using SMS . As part of the test, use the DOS PINGcommand:

After TCP/IP is installed, access the command prompt (Start > Programs > Com-mand Prompt).

Use the PING command to check communication with IP locations: PING .

If you do not receive replies during the test, the TCP/IP protocol is not properlyinstalled on the operating system.

For instructions on installing TCP/IP , see your Microsoft Windows NT documentation.

System Requirements

To run SMS, you must have a computer which meets or exceeds the minimumrequirements in the table on the next page. The specifications in parentheses ( ) arerecommended for superior performance. The hard disk requirements for Windows, aswap file, the software, and logging memory should also be considered when choosinga computer.

For customers in the U.S., Square D can provide a computer which includes allhardware and software required to meet your operating needs. Please call theEngineering Services Group at (615) 287-3400 for details. Outside of the U.S., pleasecontact your local Schneider Electric representative for available services.

Historical Logging and Hard Disk Requirements

The amount of hard disk space used by historical logging can vary greatly and thus ishard to estimate; however, a system with 50 devices can easily add 1 to 1.5 MB per dayin historical data. Consider the following factors when planning the amount of space toallow on the PC that contains your history files:

the number of devices you are logging, and the logging intervalsthe number of quantities per devicethe frequency of your database rolloverthe location of the historical data (moving it to an archive directory on another PC willfree up space on the PC that contains the remaining historical data)

For more information, see Chapter 9Working with the SMS Database .


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The following table lists the minimum system requirements.

Minimum System RequirementsWindows NT/98

SMS-3000 PMX-1500 SMS-1000

SMS-1500 PMX-1000

SMS-121 GFX-1000

Windows NT Windows NT Operating System Windows 98 Windows 98

Display Mode VGA VGA(recommend Super VGA) (recommend Super VGA)

Model Pentium 486/66(recommend Pentium)

RAM 64M (128 M recommended) 64M (128 M recommended)

Hard Disk 500M

500M

Program Size 50M 50M SY/LINK Card optionalRS-232 Port requiredNetwork Card Modem 14.4 or 28.8 (optional)Sound Card optional optional3.5" Drive CD Drive recommended recommended

SMS-3000 operates on Windows NT only. Windows NT, version 4.0 or higher, required in SMS-3000. The other applications

run on Windows NT 4.0 or Windows 98. This figure takes into account only what SMS will use. Any additional applications

must be considered separately.The amount of space taken up by SMS on the hard disk depends on whether

logging data is stored on the same computer. See chapter 9 for a discussion ofmemory usage.

SMS uses about 8M; the additional is due to system components. Required in SMS-3000, to support network clients; optional in other products.

Required unless CD drive is available.

Additional Hardware Requirements

Circuit Monitor Firmware . SMS is optimized to run with version 16.000 (or higher)circuit monitor firmware. Although other firmware versions can be used, they may not befully supported due to the firmware functionality enhancement. Therefore, to ensure thatall SMS features will perform as documented, we strongly recommend that you upgradeyour circuit monitor firmware before running SMS.

Note : If you do not have the system upgrade kit, which allows you to upgrade circuit monitors over the network, you may order this kit through your local Square D field sales representative or your Schneider Electric sales representative. Ask for part number CM-2000U .


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Modems . All devices in a network daisychain must use the same word length . If you use

serial communications, we recommend that you use a modem that supports an 11-bitword length: 1 start bit, 8 data bits, 1 stop bit, and 1 parity bit. All POWERLOGIC monitor-ing devices support 11-bit word length.

In some cases, you could use a modem that supports a 10-bit word length. The Series2000 Circuit Monitor and power meter both use 11-bit or 10-bit word length. If youwant to use a 10-bit modem, call the Technical Support Center at (615) 287-3400.

Note: Precede this number with your country code if you are outside of the United States.

Start With the Readme SMS31.doc File

Read the Readme SMS31.doc file included on the program CD before you install SMS.You can open this readme file using the Wordpad program included with Windows. Thisfile contains important last-minute information not included in this instruction bulletin.

Register Your Software Now

After installing your software, fill out the registration card that was included in yourinstallation package; send it in today. Or just print out the faxme text file, located in theSMS-3000 folder. When you register your software, you receive the following benefits:

notice of software product upgrades6 months free technical phone support (See Technical Support later in this chapter)

information on POWERLOGIC productsinformation on POWERLOGIC training schoolsfree subscription to POWERLOGIC Solutions newsletter

Software Version Support Agreement

An optional software agreement is available. If you choose to purchase this agreement,you will receive, at no additional cost, all updates and upgrades that are released duringthe agreement period. For information, contact your Square D field sales office or yourSchneider Electric sales representative.


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Instruction Materials

This bulletin provides, in the order you need it, all of the information you need to installSMS, and add and set up devices and users. To locate information on a specific topic,refer to the table of contents or the index.

There is a complete copy of this bulletin, in a .pdf format, on the software CD. To view it,open the file named IB3-1.pdf. This file is in the DOCS subdirectory on the CD.

Notational Conventions

This bulletin uses the following notational conventions:Bullets Bulleted lists, like this one, provide information but not procedural steps.Multiple Step Procedures Each procedure is presented as a numbered list of

steps.Angle brackets (>) Angle brackets are used to denote a sub-menu for a commandin a menu. For example, in the Setup menu, under the PC Interface command, thereis a sub-menu that contains the SY/LINK Cards command. This is written asPC Interface > SY/LINK Cards.SMS Each version of the System Manager Software has a specific name andnumber, such as SMS-3000. However, throughout this bulletin and in the SMS helpfile, the software will usually be called simply SMS.

Note : All screen examples used in these manuals were captured using Microsoft Windows NT, version 4.0. If you are using a different version of Windows, the screens you see may differ from these examples .

Online Help File

The SMS online help file provides complete instructions on using SMS.

To view a table of contents or index of help topics, click Help > SMS 3000 Help on theSMS main menu. When the Help Topics window displays, click the Contents tab for atable of contents, click the Index tab for an index of main topics, or click Find to locate allreferences to a specified term.

To access help information about an individual SMS dialog, press Help or the F1 buttonwhile you are viewing that dialog.


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Add-On Modules

You can expand the functionality of SMS-3000 by using add-on modules. Square Dcurrently offers two types of add-on modules:

Interactive Graphics Interface (GFX-1000)System Manager Software, client only (SMS-1000, PMX-1000) for use withSMS-3000 client/server software

For instructions on using the add-on modules, see the SMS online help file.

Technical Support

U.S. Only:

When you register your software, you are entitled to 6 months of free technical phonesupport. If you have any questions about this instruction bulletin, or other POWERLOGICproducts, contact the POWERLOGIC Technical Support Center.

The hours are MondayFriday, 7:30 AM4:30 PM (CST). The fax number is available7 days a week, 24 hours a day.

Phone: (615) 287-3400Fax: (615) 2873404E-mail: [email protected]

Before you call, have the product serial number ready. The serial number is locatedon the back of the software CD jewel case or on the label of your original programdiskettes. Or, if SMS is installed, click Help > About SMS-3000 to display theserial number.

Outside the U.S .:Technical support contact information is in the SMS online help file (see Technical Support ) and in a separate document, Technical Support Contacts, included in yourSMS shipment.


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9

Chapter 2Quick Starts

1999 Square D/Schneider Electric All Rights Reserved


This section offers a series of brief instructions to help you configure a system and tobegin using SMS. For example, these quick starts can show you how to add, route, andthen set up a device that communicates through the POWERLOGIC Ethernet Gateway.

These instructions are intentionally brief, and they offer simple instructions that servemore as a reminder for those who are familiar with the procedures being discussed. Formore complete instructions, see the in-depth instructions offered in the SMS Help File.

Instructions are offered to: Create a system

Set up a serial device

Set up an Ethernet connection and add a deviceSet up a ModBus/TCP connection and add a deviceSet up a SY/LINK deviceSet up a task

Add a reference time and schedule a taskSet up functions and alarmsSet up logging and viewing historical log dataCreate a custom (quick) table

Quick Start: Create a System

Use this procedure to create a system file. After you add the system, you can set up adevice. Then you can use the quick start sections on tasks, functions and alarms, andlogging and viewing historical data.1. Create the system file . Click File > New > System. SMS displays the Add

System dialog:

2. Type the name of the new system. Click OK. The system is added.


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Quick Start: Set Up a Serial Device

Use this procedure to add and route a device that communicates through a serial port. Inthis procedure, you will follow the numbered steps below to:1. add the computers serial communication port2. set up the serial port3. add and route the device

1. Add the Serial communication portA. Take the online system offline.B. Click Setup > Communications Connection. The Setup Communications

Connection dialog box displays.

C. Click Add to display the Add Communications Connection dialog.

D. Type a unique name for the serial communications connection.E. Select Serial Driver from the Protocol pulldown box.F. Click Continue. SMS displays the Serial Connection setup dialog.


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2. Set up the Serial card

Enter the following information.A. The Communications Connection Name displays the name you entered in step 1.B. Communications Wiring : select one of the four options.C. Parity : click Even or None to match the parity of the devices (including modems)

to which you are connecting.D Using Modem : click here if you are communicating through a modem.E. Serial Port : select the PC serial port to which the devices are connected.F. Baud Rate : select the baud rate that the serial port will use; must match the baud

rate of all devices connected to the serial port.G. Attempts : enter the number of times SMS will attempt to establish communica-

tions before it returns a communications error.H. Timeout : enter the time in milliseconds that SMS will wait for a reply before it

resends a message or generates an error.I. Network Address : enter the network address for the PC on which the

POWERLOGIC network server is installed.J. Click Test Port to perform an internal communications test. If the test fails,

double-check dialog box settings.

When the communications test has passed, click OK to return to the SMSmain window.

3. Add and Route the Serial Device

In this step, you add an individual device to a serial communications connection thatyou added in step 1. You then add the route statement for the device.

A. Click Setup > Devices/Routing. The Device Setup dialog displays.

B. Click Add to display the Add Device dialog.

C. Device Name : type a descriptive name for this device (maximum 32 characters,no apostrophes).

D. Device Type : select the type of device you are adding.

E. Connection Name : select the serial connection name you added when adding the


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serial port. Click OK. The Serial Device Route dialog displays with the Connection

Name filled in:

Note : Detailed instructions for setting up routes are in the Planning and Installation Guide located in the Docs folder on the SMS CD.

F. Protocol : select the protocol used by this device.

G. Phone : enter the phone number for auto-dial applications.Note : Call POWERLOGIC Technical Support to set up the modem type. You musthave Microsoft Access to do this step.

H. Rt1Rt8: enter the route selected for this device. Note that Rt1 defaults to thenetwork address you chose for the serial port.

I. Advanced : this button is active only for Modbus/Jbus-compatible devices. ClickAdvanced to display the Maximum Number of Registers per Request dialog. Usethat dialog to change the number of sequential registers SMS uses when readingfrom or writing to a Modbus or Jbus device.

Quick Start: Set Up an Ethernet Connection

Use this procedure to add and route a device that communicates over Ethernet.Be sure that you have first set up the POWERLOGIC Ethernet Gateway before you startthis procedure.

In this procedure, you will follow the numbered steps below to:1. add the communication port2. set up the communication port3. add and route the device

1. Add the Ethernet Gateway communication portA. Take the online system offline.


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B. Click Setup > Communications Connection. The Setup Communications



D. Type a unique name for the POWERLOGIC Gateway.E. Select PowerLogic Gateway Driver from the Protocol pulldown box.F. Click Continue. SMS displays the PowerLogic Gateway setup dialog.

2. Set up the Ethernet Port

Enter the following information on the PowerLogic Gateway setup dialog.A. Ports : select Port 1 or Port 2, matching the port that is connected to the device.

B. Out of Service : check to temporarily disable communication with a port that hasbeen connected.

C. Security : click to make a secure connection when sending information across theGateway. Click Enable to set up security, then select a security ID (which mustfirst be enabled on the Gateway).


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D Transport : select TCP/IP, then enter the Gateway IP address; or select OSI, then

enter NSAP.E. Click OK.

3. Add the Device to the Ethernet Connection

In this step, you add an individual device to the Ethernet communications connectionthat you added in step 1. You then add the device settings for that device.

A. Click Setup > Devices/Routing. The Device Setup dialog displays. Click Add todisplay the Add Device dialog.

B. Device Name : type a descriptive name for this device (maximum 32 characters,no apostrophes).

C. Device Type : select the type of device you are adding.

D. Connection Name : select the Ethernet connection name you added when addingthe Ethernet communications connection. Click OK. The Gateway Device Settingsdialog displays:

E. Connection Name : the Gateway you entered in the previous displays, but youcan select another Gateway if you wish.

F. Device ID : select the ID number assigned at the Gateway for this device.

G. Advanced : active only if you selected Modbus/Jbus-compatible device type; clickAdvanced to display the Maximum Number of Registers Request dialog. Use thatdialog to change the number of sequential registers SMS uses when reading fromor writing to a Modbus or Jbus device.

H. Protocol : select the protocol used by the device.

I. Click OK to return to the Device Setup dialog.


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Quick Start: Set Up a ModBus/TCP Connection

Use this procedure to add and route a device that communicates using ModBus/ TCPEthernet Protocol. Be sure that you have first set up the POWERLOGIC Ethernet Commu-nication Module before you start this procedure.

In this procedure, you will follow the numbered steps below to:1. add the communication port2. set up the communication port3. add and route the device

1. Add the ModBus/TCP communication portA. Take the online system offline.B. Click Setup > Communications Connection. The Setup Communications



D. Type a unique name for the ModBus/TCP communication module.E. Select ModBus/TCP Driver from the Protocol pulldown box.


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F. Click Continue. SMS displays the ModBus/TCP Communications Connection

setup dialog.

2. Set up ModBus/TCP communications.

Enter the following information:A. IP Address : enter the IP address for the ModBus/TCP module (added when

setting up the POWERLOGIC Ethernet Communication Module).B. Timeout :enter the time in milliseconds that SMS will wait for a reply before it

resends a message or generates an error. Default 5000 msec.C. Attempts : Enter the number of times SMS will attmept to establish communication

before it returns a communications error.

3. Add and Route the DeviceComplete the following steps to add an individual device to communicate through aModBus/TCP port:A. Click Setup > Devices/Routing. The Device Setup dialog displays. Click Add to

display the Add Device dialog:




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D. Connection Name : select the ModBus/TCP connection name you added when

adding the communications connection. The ModBus/TCP Device Route dialogdisplays:

E. Comm Connection Name : the name you entered in the previous dialog dis-plays, but you can select another connection if you wish.

F. Device Address : select the number (18) determined for this device whensetting up the Ethernet Communication Module.

G. Advanced : used only if you selected Modbus/Jbus-compatible device type; clickAdvanced to display the Maximum Number of Registers Request dialog. Use thatdialog to change the number of sequential registers SMS uses when readingfrom or writing to a Modbus or Jbus device.

H. Protocol : select the protocol used by the device.I. Click OK to return to the Device Setup dialog.

Quick Start: Set Up a SY/LINK Device

Use this procedure to add and route a device that communicates through a SY/LINK

card. In this procedure, you will follow the numbered steps below to:1. add the computers SY/LINK communication port2. set up the SY/LINK port3. add and route the device

1. Add the SY/LINK communication portA. Take the online system offline.


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B. Click Setup > Communications Connection. The Setup Communications



D. Type a unique name for the SY/LINK communications connection.E. Select SY/LINK Driver from the Protocol pulldown box.F. Click Continue. SMS displays the SY/LINK setup dialog.

2. Set up the SY/LINK card

Enter the following information.A. The Communications Connection Name displays the name you entered in step

1, but you can change it if you wish.B. Memory Address : tells SMS which memory address range the SY/LINK board

will use. Unless you changed the DIP switches on the SY/LINK board and duringinstallation, the default CA00 displays here. If the box is blank, you need to add aSY/LINK board; use the SMS Configuration Utility (see step 2G).

C. Network Baud Rate : sets the baud rate of the SY/LINK boards network port.This value must match the baud rate of all other network devices (NIMs, PNIMs,and SY/LINK boards) on the network.


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D. RS-422 Baud Rate : sets the baud rate of the SY/LINK cards RS-422 port. This

value must match the baud rate of the device connected to the SY/LINK boardsRS-422 port.

E. Network Address : sets the network address of the SY/LINK board. If the NetworkSize is 100, then this value must be an integer from 099. If the Network Size is31, then this value must be an integer from 031.

F. Network Size : indicates the maximum number of network interfaces (SY/LINKboards and NIMs) on a single network. If the network contains 31 or fewer networkinterfaces, select 31. If the network contains more than 31 network interfaces,select 100.

G. Click Test Port . If the test fails, verify that youve selected the correct SY/LINKmemory address (it must match the SY/LINK board DIP switch setting). If the teststill fails, check the DIP switch setting on the SY/LINK board. If the setting is

correct, either the SY/LINK board is bad, or the PC has already allocated memoryin this location or another device is using the location.If no address appears in the Memory Address box, use the SMS ConfigurationUtility to enter the memory address that matches the SY/LINK boards DIP switchsetting. Restart the PC to cause the changes to take effect.

H. When you have updated all items, and the memory address test has passed,click OK.

3. Add and Route the SY/LINK device

In this step, you add an individual device to a SY/LINK communications connectionthat you added in step 1. You then add the route statement for the device.

A. Click Setup > Devices/Routing. The Device Setup dialog displays. Click Add todisplay the Add Device dialog.




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D. Connection Name : select the SY/LINK connection name you added when adding

the SY/LINK card. Click OK. The SY/LINK route dialog displays:

Note : Detailed instructions for setting up routes are in the Planning and Installation Guide located in the Docs folder on the SMS CD.

E. Rt1Rt8: enter the route selected for this device. Note that Rt1 defaults to thenetwork address you chose when adding the SY/LINK board. The address typi-cally follows this order:

SY/LINK address, determined when adding the SY/LINK card to SMSPNIM address (if used), from the interface number on the PNIMdevice address

Quick Start: Set Up a Task

A task is an automated process that SMS executes. Use this procedure to create a task,then use the next Quick Start section to add a reference time to schedule the task.

Instructions for setting up tasks follows this list:

1. General Instructions for all tasks

2. Trigger and Upload a CM100 Waveform : triggers and uploads a CM-100 waveform

3. Trigger a CM-2000 Waveform : triggers a waveform at a CM-2000 circuit monitor

4. Upload an Onboard Data Log/Waveform : uploads a CM-2000 onboard data log

5. Add a Group of Tasks : groups tasks and uses one reference time to execute them

6. Mail : uses Microsoft Mail to automatically send an e-mail message

7. Program: automatically launches an executable program, such as activating theplant engineers beeper when an alarm occurs

8. Reset: at a specified time, reset device data such as min/max logs, onboard datalogs, waveform capture logs, device clock time

1. General Instructions for all TasksFollow these steps to begin task setup for all task types. Then follow the remainingsteps for adding individual task types.


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A. Click Setup > Scheduled Tasks. The Setup Scheduled Tasks dialog box displays.

B. Click Tasks to display the Add Scheduled Task dialog box.

C. Highlight the task type you want to add and click Add to display the NewTask dialog.

D. Enter a Task Name. The type of task displays in Task Type box.E. Click Continue.

SMS displays the dialog you need to add the task type you've selected. Forinstructions on adding that task, go to the specific task type (shown in thefollowing paragraphs).


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4. Upload an Onboard Data Log/Waveform

When you click Continue at the New Task dialog, the Upload Onboard Data Logsdialog displays.

A. The Task Name that you added in the New Task dialog displays.B. Device Type : select the device type for which you want to upload data.C. Device : select the specific device from which you want to upload files.D. Click the files you want to upload. Click > to move them to the Selected Files box.E. Click OK.

The task is added, but you still need to add a reference time to make it active.

5. Add a Group of TasksWhen you click Continue at the New Task dialog, SMS displays the Group ofTasks dialog:

A. The Task Group name that you added in the New Task dialog displays.B. Tasks Available : select the tasks you want to occur at the same

reference time: click and drag individual tasks to the Tasks Selected box.


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C. When you have selected the list you want, click OK.


6. Add a Mail TaskWhen you click Continue at the New Task dialog, SMS displays the Mail Task TypeEdit dialog:

A. The Task Name that you entered in the New Task dialog displays.B. Enter the requested Microsoft information.C. Click OK.


7. Add a New Program Task

When you click Continue at the New Task dialog, SMS displays the EXE Task TypeEdit dialog:

A. The Task Name that you entered in the New task dialog displays.B. Enter the requested information:

Command : type the command line which includes the location and name ofthe executable program and any optonal command line parameters, or browse

to locate the desired executable. Working Directory : type the working directory that the executable program

will use. Wait On Completion : click here to cause the task to be logged in the activity

log only after the executable program has finished running.


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C. Click OK when you are finished.

The task is now added, but you still need to add a reference time to make it active.

8. Add a Reset TaskWhen you click Continue at the New Task dialog, SMS displays the ResetTask dialog:

A. The Task Name you entered in the New Task dialog displays.B. In the Device Type box, select the type of device you want to reset.C. In the Devices Available box, click the desired devices and drag them to the

Devices Chosen box.

D. In the Resets Available box, click the desired resets and drag them to the ResetsChosen box.E. Click OK when done.

The task is now added, but you still need to add a reference time to make it active.


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Quick Start: Add a Reference Time and Schedule a Task

After youve created tasks, you must schedule them so that SMS executes them at atime and interval that you choose. To schedule tasks, you must first create referencetimes, then assign tasks to run at specific reference times.

1. Add a Reference TimeTo create a new reference time, follow these steps:A. Click Setup > Scheduled Tasks. SMS displays the Setup Scheduled Tasks

dialog box:

B. Click Add to display the Add Scheduled Task dialog box:

C. Reference Time : enter the date (MM/DD/YY format) when the task will begin.D. Time : enter the time of day at which the task will run. Tasks execute according to

the clock on the PC that has the POWERLOGIC Network Server installed on it.E. Interval : click the time interval for this task.F. Click Log Event if you want to enter the task in the SMS log file.G. Click OK.

2. Assign Tasks to a Reference TimeTo assign tasks to a reference time, follow these steps:A. Click Setup > Scheduled Tasks. SMS displays the Scheduled Tasks dialog box.B. In the Reference Time box, click the desired Reference Time (added in Creating

a New Reference Time).


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C. In the Tasks Available box, click a Task you want to assign to the selected

Reference Time and drag it to the Tasks Selected box.D. Click Close. SMS displays a prompt asking whether you want to save the current

settings. To save the reference time(s) you just added, click Yes.

Quick Start: Set Up Functions and Alarms

You can define an alarm based on any quantity provided by your power monitoringsystem. Each alarm is based on one of two types of functions: analog or digital: Use analog functions to define alarms based on analog quantities (expressed over a

continuous range of values; current, voltage, and pressure, for example). Use digital functions to define alarms based on digital quantities (expressed in only

two discrete states, for example on/off) . Examples of digital quantities include circuitbreaker status ( open or closed ) and cooling fan status ( on or off ).

You must complete these tasks to set up alarms:1. Create global functions for a device type.2. Define setpoints for analog functions.3. Define setpoints for digital functions.4. Set up alarm severity levels.5. Assign functions to specific devices.

1. Create Global FunctionsTo create a new function, follow these steps:A. Click Setup > Functions/Alarms. SMS displays the Setup Functions dialog box.B. Click the Global Functions tab to display it:


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C. Click the Add button. SMS displays the Add Global Function dialog box:

D. Select the type of function: Analog or Digital.E. If youre creating an analog or digital function , click the desired quantity in the

Quantity list box. The Name defaults to the quantity name.If youre creating a custom quantity , click Quantities. See Defining CustomQuantities for instructions on creating a custom quantity.

F. Click OK. SMS returns to the Global Functions tab and adds the new functionname to the Functions list.

2. Define Setpoints for Analog FunctionsAfter you create an analog function, you must define its setpoints (the conditionsunder which SMS generates alarms and executes tasks). Follow these steps:A. In the Functions Setup dialog box, click the Global Functions tab.B. In the Functions box, click the desired analog function, then click Setpoints to

display the Edit Setpoint-Global Analog Function dialog:

C. In the Conditions box, click the desired condition.D. Make the appropriate condition settings for name, pickup and delay, and dropout

and delay.

For high and highest, enter pickup setting that is higher than the dropout. For lowand lowest, enter a pickup setting that is lower than the dropout.


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3. Define Setpoints for Digital Functions

After you create a digital function, you must define its setpoints. Setpoints are theconditions under which SMS generates alarms and executes tasks. To define thesetpoints for a digital function, follow these steps:A. In the Setup Functions dialog box, click the Functions tab.B. In the Functions box, click the desired digital function, then click Setpoints. SMS

displays the Edit Setpoint-Global Digital Function dialog box.

C. Enter the desired settings for the Equal and Non-Equal conditions: Name : enter names for the equal and non-equal conditions. Delay : SMS multiplies this number by the number of seconds in the Poll

Interval box, thus determining the time delay before either condition is true. Poll Interval : enter the number of seconds at which SMS will check the state

of the bit.

Severity : click to assign an alarm severity level to the condition; click NoAlarm if you dont want an alarm generated when the condition is true. Annotation : click to attach an annotation (a message that displays in the

active alarms list) Tasks : select a task that you want SMS to execute when the condition is true.

D. Click Close.


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4. Set Up Alarm Severity Levels

Follow these steps to set up alarm severity levels:A. In the Edit Setpoint (Global or Digital) dialog box, click the Severity button. SMS

displays the Severity dialog box.

B. Enter alarm information for up to ten levels:For each severity level, there are six characteristics that you can apply. To selecta characteristic, click the corresponding checkbox or choose from thedrop-down list box.

C. Click Close when you are finished.

5. Assign Functions to Specific DevicesAfter youve defined global functions for a device type, you must assign thosefunctions to specific devices. To assign functions to a device, follow these steps:A. Click Setup > Functions/Alarms.

B. Click the Assign Functions tab.

C. In the Devices box, click the desired device. All global functions that you havedefined for the selected device type appear in the Functions Available box (underthe groupings Analog and Digital).


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3. Click Add. SMS displays the Add Template dialog box.

4. Enter a template name.5. In the Device Type box, click the device type for which youll create a template. Click OK.

SMS displays the Log Templates tab with the name and device type you just added.6. In the Date Range box, enter the dates you want data logging to start and end.

For example, if you want to log data for a period of one month starting today, enter thepresent date in the start box, and the date one month from present in the end box. Ifyou dont enter an end date, SMS keeps logging until your computers disk is full, or

until you deactivate the logging template. Assigning Log Templates to SpecificDevices tells how to assign and activate log templates.

7. In the Time of Day box, enter the times for data logging to start and end each day, orcheck All Day. For example, you might only want to log data from 8:00 a.m. to 4:00p.m. daily. To log continuously, do not enter anything in the date/time fields.Note : When you are creating a log template to be used for on-board logging, the time of day boxes do not apply.

8. In the Interval box, enter the time interval at which you want data to be logged (forexample, every 15 minutes, hourly, daily, etc.). The smaller the log interval, thequicker youll consume hard disk space. Be sure that you have adequate hard diskspace for data logging. For a guide to hard disk memory allocation, see Hard DiskMemory Allocation.

9. In the Quantities Available box, click the desired quantities and drag them to thequantities selected box, or use the > button.

Repeat steps 3-9 to create additional templates.

Assign a template to a Specific DeviceTo assign log templates to one or more devices that do not have onboard loggingcapability, follow these steps:1. Click Setup > Logging to display the Setup Logging dialog.


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2. In the Setup Logging dialog box, click the Assign Templates tab:

3. In the Templates box, click a template to assign to the devices.The available devices appear in the Devices Available box; only the devices thatmatch the device type for which the logging template was created are listed.

4. In the Devices Available box, click the devices that you want to assign the templateto and drag them to the Devices Selected box, or use the > button.

5. Be sure the Enabled checkbox is checked, to enable the template.If the system you are editing is online, and you did not enter a start time and date,SMS starts logging immediately after you close the Log Setup dialog box. If thesystem you are editing is not online, SMS starts logging the next time you place the

system online.6. To assign another template, repeat steps 2-4. Be sure to check the Enabled

checkbox for each template.

After assigning all templates, click Close. SMS prompts you to save the changesyouve made.


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Displaying a History Table or Time Trend Plot (Viewing History Data)

To display a history table or time trend plot, follow these steps:1. Click Display > Historical Data. SMS displays the Historical Data dialog box.

2. In the Tables/Queries box, select the desired query or table.3. The Available Range box shows the range of logged data for all devices available in

the current History.mdb database. If you want to limit the range of data displayed,enter the desired start and end dates and times in the Available Range box. Theearliest date displays the oldest data available in any of the historical databases .

4. If you picked a table in step 2, select the desired device (or devices) in the DevicesAvailable box.Only devices for which youve logged data appear in the list.

5. In the Display box, click either Table or Trend plot.6. Click OK. SMS displays the table or trend plot.Note : If no data displays (a dialog displays telling you that you have not got enough data), you probably have not logged the data that you requested. Be sure that youve assigned a log template and that it includes the quantity that youre trying to view.

Defining a New Query or TableNote: If you assigned a pre-defined log template when setting up logging, you can use its associated quantities, and you do not need to define a history query or table. See Displaying a History Table or Time Trend Plot for instructions on displaying your query or table.

To define a query or table, follow these steps:1. Click Display > Historical Data to display the Historical Data dialog box.2. In the Historical Data dialog box, click Add. SMS displays the Add dialog box.3. In the Type box, select the desired type of query or table.


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4. In the Name box, type a descriptive name for the query or table.

5. Click Continue.The dialog box that displays depends on the type of query or table you selected. Ifyou selected a Table, you can now select a quantity (or quantities) only. If youselected a Query, you can select a quantity (or quantities) and device (or devices).

6. Select the devices and/or quantities as required, then click Finish.SMS returns to the Historical Data dialog box. You can now use the newly definedquery or table to display a history table or time trend plot.

Quick Start: Create a Custom (Quick) Table

SMS provides a wide variety of pre-defined tables. In addition, SMS allows you to define

custom tables. There are two ways you can create custom tables:Click File > New > Quick Table to create a table with multiple quantities from a singledevice. You can then use the Save As command to save the table. After youve savedthe table, you can display it using the Tables command on the Display menu. Thisfeature works only in SMS-3000, SMS-1500, and SMS-121.Click File > New > Table to use the SMSTable.exe program. The SMSTable.exeprogram allows greater flexibility in how you create tables. You can also use theprogram to customize SMS pre-defined tables. SMSTable.exe uses a third-party tool,Formula On e, to create the formats that it uses in creating new tables. Use onlinehelp for instructions on using this tool. This feature works in SMS-3000, SMS-1500,and SMS-121.

To create and save a quick table, follow these steps:1. Click File > New > Quick Table. SMS displays the Quick Table dialog box:

2. In the Select Device Type box, select the type of device.3. In the Select Device box, select the desired device.4. In the Quantities Available box, click the quantities to include in the table, and drag

them to the Quantities Selected box.


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5. Click OK.

SMS displays a table with the selected quantities.6. To save the table, click Save As on the File menu.

SMS displays the Save As dialog box.7. Enter a name for the table and click OK.

Once you save your quick table, you can display it like any other standard SMS table.On the Display menu, click Tables. Your table appears in the list of available tables inthe Open Table Display dialog box.


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Chapter 3SMS Installation



Security Keys

Each copy of SMS software (SMS-3000, SMS-1500, and PMX-1500) is shipped with ahardware security key. You must install the security key on the LPT1 parallel port of thePC (POWERLOGIC network server for SMS-3000) before you can use SMS. To prop-erly register the security mechanism, install the key before starting installation.The remaining SMS software (SMS-1000, PMX-1000, SMS-121) does not require a key,but a software serial number must be entered at installation. The serial number is printedon a sticker on the back of the software CD jewel case.

Note : Once installed, a client does not need to use a unique serial number to connect,but the POWERLOGIC server will not let more clients log on than are specified by the installation. SMS-3000 allows one connection for a client and one connection for DDE per unique serial number (per each client purchased.) If two client packages are installed, you can connect two concurrent clients and two concurrent DDE servers (DDE does not have to be on the same PC as the server or any other client). See the Client Installation section for the complete client installation procedure.

To install the security key, complete the following steps:1. If a cable is plugged into the LPT1 port, unplug it.2. Plug the male end of the security key into the LPT1 port (server installation only). To

ensure that it will be recognized, the software key must be behind any other keys.3. Using a small screwdriver, tighten the screws on the sides of the key.4. If you unplugged a cable from the LPT1 port in step 1, plug it into the security key. If

the key is not plugged in, SMS displays the message No key found.

No Key Found

If you attempt to run the program and the security key is not installed, SMS displaysthe message No key found in the active alarms list. If this message appears, exitthe program. Install the security key as described above. Restart Windows, thenrestart SMS.

Planning the Installation

You must consider several factors before you install SMS. You must take into account

hardware issues, such as how many computers you will be using and how they willconnect with devices. You also need to determine naming conventions, routing, anddevice numbers for hardware. For information about designing your system, refer to thePower Monitoring and Control System Planning Guide (order no. 3000CT9601). A .pdf copy of this manual is in the Documents folder on the installation CD.


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System Architecture, SMS-3000

o AMMETER ( A)o VOLTMETER, L-L( V)o VOLTMETER, L-N (V)o WATTMETER ( W)o VARMETER (VAr )o VAMETER (VA)o POWER FACTOR METERoFREQUENCYMETER( Hz)o DEMAND AMMETER ( A)o DEMAND POWER ( W)o DEMAND POWER ( VA)o WATTHOUR METERo VARHOUR METERo THD, CURRENT (% )o THD, VOLTAGE ( % )o K- FACTOR

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[CT: 5][PT: 120][Sys . Type][Dm d. Int. ][WH/Pul se][Addr ess][Baud Rate][Nom . Fr eq.][Reset][Reset][Reset][Reset][Reset][Rs t . Min/ Max][Set Password][Accept]

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[CT: 5][PT: 120][Sys . Type][Dm d. Int .][WH/Pul se][Addr ess ][Baud Rate][Nom . Freq.][Reset ][Reset ][Reset ][Reset ][Reset ][Rs t . Min/ Max][Set Passwor d][Accept ]

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o AMMETER( A)o VOLTMETER, L-L( V)o VOLTMETER, L-N (V)o WATTMETER( W)o VARMETER( VAr)o VAMETER (VA)o POWER F ACTOR METERoFREQUENCYMET ER( Hz)o DEMANDAMMETER (A)o DEMANDPOWER ( W)o DEMANDPOWER ( VA)o WATTHOUR METERo VARHOUR METERo THD, CURRENT ( % )o THD, VOLTAGE ( % )o K- FACTOR

[ CT:5][ PT: 120][ Sys. Type][ Dm d.Int .][ WH/ Pulse][ Address ][ BaudRate][ Nom .Fr eq. ][ Reset ][ Reset ][ Reset ][ Reset ][ Reset ][ Rs t. Mi n/Max][ Set Passwor d][ Accept ]

3-PHASEA( A- B)B( B- C)C( C- A)N

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o AMMETER ( A)o VOLTMETER, L-L( V)o VOLTMETER, L-N (V)o WATTMETER( W)o VARMETER( VAr )o VAMETER (VA)o POWER F ACTOR METERoFREQUENCYMETER( Hz )o DEMANDAMMETER (A)o DEMAND POWER ( W)o DEMAND POWER ( VA)o WATTHOUR METERo VARHOUR METERo THD, CURRENT ( % )o THD, VOLTAGE ( % )o K- FACTOR

[ CT:5][ PT: 120][ Sys. Type][ Dm d.Int .][ WH/ Pulse][ Address ][ BaudRat e][ Nom .Fr eq. ][ Reset ][ Reset ][ Reset ][ Reset ][ Reset ][ Rs t. Mi n/Max][ Set Passwor d][ Accept ]

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o AMMETER ( A)o VOLTMETER, L-L( V)o VOLTMETER, L-N (V)o WATTMETER ( W)o VARMETER( VAr )o VAMETER (VA)o POWER FACTOR METERoFREQUENCYMETER( Hz)o DEMAND AMMETER ( A)o DEMAND POWER (W)o DEMAND POWER (VA)o WATTHOUR METERo VARHOUR METERo THD, CURRENT ( % )o THD, VOLTAGE ( % )o K- FACTOR

[ CT:5][ PT:120][ Sys . Type][ Dm d.I nt.][ WH/ Pulse][ Address ][ BaudRat e][ Nom .Fr eq.][ Reset][ Reset][ Reset][ Reset][ Reset][ Rs t. Mi n/Max][ Set Passwor d][ Accept ]

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[ CT:5][ PT:120][ Sys . Type][ Dm d.I nt. ][ WH/ Pulse][ Addr ess ][ BaudRat e][ Nom .Fr eq.][ Reset][ Reset][ Reset][ Reset][ Reset][ Rs t. Min/Max][ Set Passwor d][ Accept]

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PHAS

MOD

o AMMETER( A)o VOLTMETER, L- L(V)o VOLTMETER, L- N( V)o WATTMETER(W)o VARMETER (VAr )o VAMETER ( VA)o POWER FACTOR METERoFREQUENCYMETER( Hz)o DEMANDAMMETER( A)o DEMANDPOWER( W)o DEMANDPOWER( VA)o WATTHOUR METERo VARHOUR METERo THD, CURRENT (% )o THD, VOLTAGE ( % )o K- FACTOR

[CT: 5][PT: 120][Sys . Type][Dm d. Int. ][WH/Pul se][Addr ess][Baud Rate][Nom . Fr eq.][Reset][Reset][Reset][Reset][Reset][Rs t . Min/ Max][Set Password][Accept]

3- PHASEA( A- B)B (B- C)C (C- A)N

SELECTMETER[ Val ue]

METERSMINMAX

ALARM[ Setup]

Ki lMega

PHAS

MOD

The figure above gives a simplified illustration of the parts of the SMS-3000 system.

Server and Client Installation (SMS-3000 Only)

SMS-3000 uses a two-part system architecture: a server and client. SMS standaloneapplications combine both server and client on one PC. The following paragraphsdiscuss client/server architecture.

Server . The POWERLOGIC network server communicates with monitoring devices,retrieves information, and serves the requested data to client applications. The serverdetects alarm conditions, logs historical data, notifies client applications of these condi-tions, and initiates automatic tasks like auto-uploads of CM-2000 onboard data. Theserver is the gateway through which information is captured, entered, and retrieved. Datacan be located virtually anywhere: on the same PC as the server, on another PC withinthe facility, or at a remote location accessed via a WAN or the Internet.

Client . The client application is the user interface for SMS. It is through the client that theuser enters information into the system and requests data, such as reports, waveform

captures, meter displays, and interactive graphics diagrams.The Microsoft NT Workstation permits ten concurrent database shares, so thePOWERLOGIC network server is limited to ten active clients at one time. Thenetwork server tracks the number of connected clients. (You can have as many clientsas you wish in the system, but only ten can actively connect with the server at one time.)However, if the Windows NT Server operating system is installed, the system is no

Ethernet Gateway Client PCs

Internet

EthernetLAN Modems to/from

remote sitesModem tolaptop at remote site

POWERLOGICNetwork Server

Local devicenetwork

Ethernet Gateway

Remote devicenetwork

Modem toremote devicenetwork


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longer limited to ten database shares; with the NT Server system, an unlimited number

of connections is allowed. However, there is likely to be a limit to the number that yourPC can support without affecting performance.

A client can reside on the PC with the server (server and client installation), but you canalso distribute clients around your LAN.

The POWERLOGIC network server tracks the number of installed applications withunique serial numbers. For each client application, the server allows one SMS and oneDDE server to connect. The DDE server can be installed on any PC, independent ofeither the POWERLOGIC network server or any client. Interactive Graphics (GFX) andthe DDE server are separate clients. The DDE server must be installed on each PC thatwill receive DDE data.

To ensure that the POWERLOGIC network server registers clients and correctly counts clientconnections, there are several steps that must be followed before or during client installation.These steps are covered in the New Installation, Client section later in this chapter.

The Database

SMS data is stored in separate databases:System/setup information (including the alarm and event logs) is stored in thePLSystem.mdb file (default location is SMS-nnnn > Database). This database shouldbe installed on the same PC as the POWERLOGIC network server. If there aremultiple clients, client computers will need access to the database information. Thus,the database drive must be a shared drive. See What You Should Know Before YouBegin in chapter 1 or the Windows NT documentation if you need help in sharing the

database drive.Historical data is stored in one or more historical files (for example, History.mdb ).The default location for history files is SMS-nnnn > Database. If you use the defaultSMS database system (stored as a Microsoft Access record set), historical data canbe rolled over from the original history file to a series of files, based in time intervals.For an explanation of historical data management, see Chapter 9Working with theSMS Database .

For client/server ins