963 v3_rev3 eng

963 v3 Engineering Course

Course revision version 003

2Trend - 963 v3 Eng -Rev 03

Introductions

In order that you may get to know other delegates on the course, and to enable the tutor to gather some relevant information about your own situation, we would like you to introduce yourself.

It would be helpful if, in your introduction, you would address the following.

Your name

Your company and nature of business

Your position and duties within the company

Your reasons for attending the course

Previous Trend courses attended


Trend Control Systems Limited

Trend is one of the world’s leading Building Management Systems manufacturers, with a worldwide

distribution and support network covering over 50 countries. Its fully integrated control solutions are able to

meet the most complex requirements of modern buildings.

Founded in 1980, Trend has undergone rapid and consistent growth, achieving turnover in excess of $90m

in 2005 (product supply). Trend is a BSI registered company, complying with the requirements of BS EN

ISO 9001: 2000. This quality assurance standard covers the sales, marketing, design, manufacture and

support of Building Management Systems. Through close control and monitoring of heating, ventilation, air

conditioning and other building services, Trend systems are able to minimise energy consumption and

maintain consistently comfortable conditions – as well as bringing other key benefits such as lower plant

maintenance costs.

Systems are to be found in virtually every type of non-residential building, from schools, hospitals and

leisure centres to office blocks, shops and factories. Suitable for the largest building complexes and multi-

site applications, they are still cost-effective even in very small premises.

Trend control systems are supplied, engineered and commissioned by approved systems integrators. A

significant number of these specialist controls companies have qualified as Trend Technology Centres, a

status they have achieved by demonstrating they can meet defined high standards of workmanship,

contract management, documentation and quality control. All are subject to regular audit to ensure these

standards are being maintained.


Trend Control Systems Limited

Trend understands that every business has unique requirements, so our philosophy of service in the UK is

to offer flexibility and choice through a range of tailored Service Level Agreements (SLAs). Supported 24/7

by a nationwide network of skilled engineers, we offer a range of services which are available to both

installers and end users and cover both Trend and other manufactured systems. Furthermore, the ongoing

monitoring of energy consumption and environmental conditions optimizes plant operation and reduces

associated energy costs whilst ensuring that comfort conditions are maintained. The Trend package of

advanced products, specialist services and a tried and tested route to market, not only provides systems

that are fit for purpose but also ensures lowest lifetime costs.

For more information please visit www.trendcontrols.com


Copyright

Copyright: Trend Control Systems Limited, Horsham, W. Sussex

All rights reserved. This presentation contains proprietary information which is protected by copyright.

No part of this presentation may be reproduced, transcribed, stored in a retrieval system, translated

into any language or computer language, or transmitted in any form whatsoever without the prior

consent of the publisher.

For information contact: Trend Control Systems Limited,

P.O. Box 34,

Horsham,

W. Sussex,

RH12 2YF

NOTICE: Trend Control Systems Limited makes no representations or warranties of any kind

whatsoever with respect to the contents hereof and specifically disclaims any implied warranties of

merchantability or fitness for any particular purpose. Trend Control Systems Limited shall not be liable

for any errors contained herein or for incidental or consequential damages in connection with the

furnishing, performance or use of this material. Trend Control Systems Limited reserves the right to

revise this publication from time to time and make changes in the content hereof without obligation to

notify any person of such revisions or changes.


Course Aims and Objectives

This course has been designed to :-

1. Demonstrate the main engineering features of 963.

2. Give an understanding of the need to plan a new 963 project.

3. Enable the delegate to build a 963 project using many of the 963

features.


Our Project.


Exercises


Section 1 – Getting Started

Aims: To enable the Engineer to -� Describe the 963 Installation process.� Describe the Information Centre and it’s use � Describe the Crypkey Site Keys and Site Codes � Describe the 963 directory structure.

Objectives: By the end of the section the Engineer should be able to -

� Install Trend 963 Supervisor Software

� Locate various files within the 963 directory.

� Access the Information center for specific information.

� Locate and verify license details.


963 is available in a number of different options, with additional functionality that can be unlocked,

dependant on the options that have been purchased.

963 Lite – Standard version – Standalone Supervisor

963 Server – Server\Client function over Ethernet

963 SNMP – Specialist retransmission of alarms using Simple Network Management

Protocol

963 SMS – Alarm retransmission and text messaging to GSM mobile

phones using Short Message Service

(requires 2nd com port on PC for SMS modem).

963 Secure – Extra security and auditing for compliance with 21 CFR

(part 11) also Mean Kinetic Temperature sensors.

Section 1 – 963 Options


Section 1 – Installing 963

For our course we are going to be using 963

Server, this has been pre-installed for you but

we’ll now have a look at the installation process.

The first thing to do is to place the 963 disc into

the CD drive, the install will then start

automatically.



The First window that you see, lets you select your language.

Make your selection, then click NEXT.

963 will begin to load the installation files, which may take a few minuets.



Once all the install files are loaded, you are prompted to continue with the installation.

Click NEXT

You will then be presented with the Software Licence agreement and will be asked to confirm that you accept the terms of the agreement!

Click YES



The next window, asks you to enter your customer information.

Fill in the first two fields, with your name and company details.

The serial number can usually be found on the back of the CD case.

Store the disc and case in a safe place when you have completed the installation.



Now you can specify where you want 963 to install, we will use the default destination :-

C:\Program Files\Trend Control Systems\963

Click NEXT or browse to an alternative install location.

The last window lets you make some changes with regard to program groups and shortcuts.

We will accept the default settings, so click NEXT and 963 will complete the installation.



Finally, you will need to restart your PC.

Click FINISH to restart the computer.


Section 1 – Running 963

Once your PC has restarted, Log on to Windows.

From the Windows Start button, select Programs , then Trend Control Systems , then 963.

The Supervisor Software will load and you will need to complete the Licence details.


Section 1 – Crypkey

A unique Site Key is required to unlock the Crypkey protection.

The Site Key is generated by Trend Technical Services

The 963 is unlocked for a specified length of time and number of users, also with any additional variants that have been purchased, e.g. 963 Sever or SMS


Section 1 Licensing 963

The licence details need to be sent to Trend Middle East , who will use the information to produce the unlock code or Site Key .

Input the Site Key, then click the update button.

If you have typed in the correct Site Key, the Statusfield will change to display the 963 variant that has been unlocked.

The Crypkey can be accessed from the Information Center.


Section 1 – The Information Center

The Information Center can be accessed by pressing the F1 key or selecting it from View on the Menu bar.The Information Center is designed to let you see what 963 is doing e.g. Starting up, downloading time changes etc.Icons allow access to further system information and status, depending on user access levels.

963 Help Crypkey Comms. displays Script controlsSystem

Information

The information Center starts running whenever

963 is started.


Section 1 – Directory Structure

The files that 963 uses need to be stored

within the 963 directory.

963 uses specific sub directories for specific types of files.

Usefully, you can select graphic files from anywhere else on your computer and 963 will copy them into the appropriate sub directory for you.


Section 1 – Folders and File Types

Animation files are stored here in individual sub directories. Each animation has a set of pictures and a control file.

Backdrops holds the background pictures used in schematic pages. The size of these pictures determines the size of the schematic page

bmp is used to store pictures used on the schematic pages, some supplied plant graphics are stored in the Samples sub directory


Section 1 – Folders and File Types

Database holds the working copy of the SQL database file- i96x_data.mdf . Copies are made automatically when 963 starts up

Pages is where the schematic page layouts are stored. Each page has a .tss file which contains references to all the objects that make up the page.

Scripts are stored here, they are text files that can be used to combine 963 actions and text comms to change system settings.


Section 2 – Security and Logging in

Aims: To introduce the Engineer to :-• Security and PINs in Trend controllers.• The additional Security features of 963 Secure.• Strong passwords.• The 963 Database Password

Objectives: By the end of the section the Engineer should be able to :-

• Log in and Log out of 963.

• Describe how 963 is secured.

• Add a New System Administrator.

• Add and edit a workgroup within 963.

The following parts of 21 CFR Part 11 are covered i n this section.

11.10(d),11.10(g),11.100(a), 11.200(a),11.300(a),11.300(b), 11.300(c),11.300(d)


Section 2 – Installed Users

When 963 installs, 2 users are created.

The System Administrator is a Super User, pre configured with all 963 Functionality and a PIN level of 99. The Default Password for the System Administrator is Trend,

The Default User has no 963 functionality and a PIN level of -1. The Default user logs in automatically when every body else is logged out


Section 2 – Security with PINs

Trend controllers can be configured with

their own security protection by way of

Personal Identification Numbers or PINs.

If Security is configured in a controller,

then the Supervisor must send a valid

PIN any time an adjustment is sent.

This PIN is then checked against the

security that is assigned to Knobs and

Switches etc in the controller, to see if the

adjustment is allowed.


Section 2 – Security, What happens with PINs ?

In the IQ2 controller, there are 6 Users

that can be configured, if one or more

User is configured in a controller then the

Supervisor must send a valid PIN

otherwise adjustments will be disallowed.

Here we can see 2 users that have been

configured in a controller.

User 1 has the highest possible Level of

99 so will have access to all settings. His

PIN is 1234 .

User 2 has a lower level, so has less

access to adjustments. His PIN is 8000.


Section 2 – Security, What happens with PINs ?

Here we can see Knob 7 in a controller, it

has been set to have a PIN Level of 50.

A User trying to adjust this Knob would

need to have Level of 50 or higher.

When an adjustment is made to a

Secured controller, the user must use a

PIN Level equal to or greater than the

PIN Level set on the module.

If we configure 963 with a Level 99 PIN,

then ALL adjustments made using the

963 will be accepted by the controller

1234


Section 2 – Security, PINs

To Configure 963 with a PIN

In the Navigator right click on the required

level at which to apply the PIN; Site, LAN

or Device.

Select Set Pin from the popup menu.

Type in a Level 99 PIN (as found in a

Controller).

Click OK 1234


Section 2 – Security, PINs

The 963 is now configured so that Secured

controllers will accept all adjustments from

the Supervisor.

So when we come to engineer the 963

project we need to think about who is going

to be using the 963 and what they are

allowed to do with it.

This will be become the method of providing

the Security on the system and this is

controlled by a structure of Workgroups and

Users.


Section 2 - Workgroups and Users

The Workgroups can have

different PIN Levels, the PIN

Level of the Workgroup, operates

within 963 to define what objects

the User can access.

Some of the Workgroups other

properties define which Modes of

963 can be accessed, whether

the operator can resize or

shutdown the 963 and if the

operator can engineer the 963.

PIN level 10

PIN level 50

PIN level 80

PIN level 99


Section 2 – PINs Summery

The PIN levels applied to the Workgroups control which schematic objects are available to the users as well as which adjustments can be made in the controller.

A user can only view/access schematic objects which have a PIN level equal to or lower than the PIN level of the Workgroup they are using.

The 963 sends a valid Level 99 PIN with every adjustment, we control the access to the adjustment with PIN levels applied to Schematic objects


Users have only a name and a password.

In 963 Secure these passwords need to be

Strong Passwords!

When Users log out or are timed out, 963

logs in as the Default User .

Section 2 - Overview of Security in 963


Section 2 - Strong Passwords!

When using 963 Secure,

To comply with 21 CFR Part 11 Passwords must be :-

1) Unique to each operator

2) A large set of characters i.e. 7 or 8

3) Different from previous passwords

4) Not identifiable to the particular individual i.e. not a

telephone number or date of birth etc.

Other versions of 963 don’t require Strong Passwords, but it always good practice to use them !


Section 2 - Passwords in 963 Secure

Passwords also need to have a fixed life span, so

can be set to expire after a set time period e.g. 6

months.

When a password is expired, the user will be

notified when they login.

They will then be forced to enter a new password

before they can access 963.

To comply with 21 CFR Part 11 :-


Section 2 - System Administrators

A new level of Workgroup (System Administrators) has been added to 963, which was previously

only part of 963 Secure.

In 963 Secure, Security tasks can only be performed by a member of the System Administrator

Workgroup. These are :-

Add, delete edit other users.

Manually back up a database.

Change a Workgroups access rights.

Change a User password.

Delete historic records.

Expire a user.

Unlock a User.

Unlock a System Administrator.


Section 2 - Exercise – Password Properties

1) Log on as the System Administrator, password Trend2009 (remember passwords are case sensitive).

2) Right click on the System Administrator Workgroup and select properties. This will display the Workgroup Information dialogue box.

3) Click on the ‘System Administrator’ tab.


Section 2 - Exercise - Password Properties

Set up Strength of the password as shown

opposite:-

1) Number of password retries before password is disabled = 6.

2) Minimum password length = 4.

3) Force users to re-enter password when acknowledging alarms = off

4) Set password life, in Days, Months and Years. = 1 year.

The properties configured here are cascaded down to all workgroups.

More than one user can and should be set up as a Sy stem Administrator.

6


Section 2 - 963 Users

When new users are created by a System

Administrator, they are given a password, this

password can only be used once.

This is so that the System Administrator is not

aware of any users password.

When the user logs in for the first time they will be prompted to change the password.

Users must be aware that they are responsible for k eeping the passwords secure, if they think their password has been compromised then they must change it (Part 11.300 (c)).


If a user enters the password incorrectly ‘x’ times then

the following appears .

Locked users are indicated in 963 by this user icon.

1) Log in as a member of the System

administrators workgroup.

2) Right click on the user in the navigator.

3) Select Unlock User , this will display a

dialogue box asking for a new start up

password to be entered.

4) The user can then enter the new password

only once, as 963 will force the user to change

the password once they have logged on.

Section 2 - To Unlock a User


Sometimes you may be required to Expire a user. An Expired user remains on the system, as do all records of their interaction with the system.

To Expire a Users Password.

1) Log in as a member of the System Administrators Workgroup.

2) Right click on the desired user in the navigator.

3) Select ‘Expire User’.

4) A confirmation box appears.

Once a user has been expired that users icon is struck through

and the Username cannot be reissued. All the users data is

retained for future auditing.

Section 2 - Expire a User

X


If the System Administrator locks themselves out of 963 Secure, the only option that they

have is to use the database password.

This is the only other option, the System Administrator must be aware of the database

password and it should be kept Secure (i.e. Record held in Fire safe). We would

also advise that at least 2 System Administrator users are created.

Apart from the Database password there is no other route for the System Administrator

being able to log back in .

Important !!!


Section 2 - Database Password

To prevent the 963 database being accessed by unaut horised users, password

protection is employed.

1) Log on as a member of the System Administrator’s workgroup.

2) Right click on the System Administratorworkgroup icon and select Properties .

3) The Workgroup information dialogue box will appear, select the ‘System Administrator’ tab.

4) Click on Set Database Password



5) A Confirmation window appears, click “Yes”.

6) In the Database Properties window, select the Security option to enable the Password protection of the Database.

7) Click Set database password



8) A Confirmation window appears, click “Yes”.

9) Type in your new Strong Database Password twice.

10) Click OK

11) Make a note of the password andkeep it safe.

The default database password is Trend963


Section 3 – 963 Device Viewer and the Network

Aims: To introduce the Engineer to -� Learning and Adding site networks

� Using the Device Viewer


� Describe how to display the site structure using device viewer.

� Use the Device Viewer to display dynamic data and graphs .


Section 3 – The First Engineering task

Now that we have installed 963, the next task is to learn the Site, this is done from the Device Viewer Mode (if you are engineering off site, you can import a project file from SET).

Learning the site establishes the communications between the 963 and the devices on the network and maps the devices into the Device Viewer’s Navigator.

This learned information is stored in the i96x_data.mdfdatabase file.


Section 3 – Exercise – Learning the Site

1) In Device Viewer, pin out the Navigator and right click on the House icon that’s labeled “Local site not learned ”

2) From the pop up menu, select “Learn my local site ”

3) Give the site a label of “Trend University ”

The Information Center will now be displayed whilst 963 learns the site. The result should look similar to the example opposite.


Section 3 – Exercise – Learning the Site

When the site has been learned, the Information Center will disappear.

4) Click on the + to the left of the Red House to reveal what has been learned. This will show the LANs that 963 has discovered.

5) Click on the + next to Local LAN 0, this will show you the devices on the LAN. You will find the devices that are on your desk with the IQ3LAN at address 24, your 963 will also be shown.

Each 963 in the Training room has a different Trend Address. The address is set on the Trend LNC card fitted in the PC but other connection methods can be used.


Section 3 – Device Icons

Internetwork Node ControllerAutodial Node Controller

Internetwork Node ControllerFieldbus Node ControllerIQ1 Series ControllerUnknown DeviceComms. Node ControllerNetwork Display PanelRemote LAN

Remote SiteIQ2 Series Controller96x SupervisorLocal LANLocal Site

Over the last 25 years, Trend has manufactured a range of equipment, all of which can be mapped and accessed using the 963.

Here we can see the icons that represent the various devices that you may come across in the field.


Section 3 - Exercise - Changing and Collecting Labels

We can Edit the labels in the navigator, by right clicking and selecting Label from the menu.

1) Edit your local LAN so it is called Sports Complex

We have Learned and Edited the site details, now we need to Collect Labels . Collecting Labels, retrieves the rest of the information from the devices on the network, and can be applied at Site, LAN or Controller level. Learning at Site level will obviously take longer and will produce heavy network traffic, so beware !



2) Right click on Controller 24 and then select Collect Labels from the menu.

The Information Center appears to let you know the 963 is busy. When the data has been collected, it is stored in the i96x_data.mdf file.This stored data is used in the 963 displays, that way only the current values need to be requested from the controller, the rest of the data can come from database. This keeps network messages to a minimum.

Try collecting labels from the IQ3 on your desk.


Check that the 963 can bring back data from the controller.

3) Select your IQ3 in the navigator then select one or more of the module icons from the top of the main data display.


Sensors, Digital Inputs, MKT Sensors, Critical Alar ms, Knobs, Switches, Timezones, and Drivers

The labels, Units, PIN levels etc. are being supplied from the data base.Only the Values are live and being called from the controller.


How many Devices do you need data from ?

Which Modules are you interested in ?

Sort Columns by clicking on headings

Auto refresh fixed at 30 seconds. Use Manual Refresh to update Now.

Right click a Module for a menu to edit, graph, etc.

Section 3 – Get the most from Device Viewer

To get the best out of Device Viewer consider the f ollowing points !


Section 3 - Exercise – Engineering with Device Viewer

1) Adjust a setpoint – Select Outstation 24 and Knobs

Locate Changing Rooms Setpoint

Right click on the label

Adjust value to 23 deg C.

Engineering using the device viewer. Ensure you select the IQ3 and not the Directory.



2) Sort by Label - Add Sensors and Drivers to the points you are displaying.

Click on the header of the Label Column.

This will bring together points with similar labels, grouping points relating to a certain piece of plant.



3) Edit a point – Add the Label and Units for a Knob.

Locate Knob 30, right click on it to get the menu.

Right Click on Change Label. Set the Label to Global Heat-Cool rate.

Set the Units to read Deg days.


Right click on the device in the navigator and select Edit Item, from the pop up menu.

This will show the module parameters in a popup window.

From here you can adjust many of the parameters for the selected module.

The Parameters that are available for adjustment can be controlled by editing the appropriate file in the 963\templates directory.

Section 3 – Editing points from Device Viewer


Select Adjust Point from the next popup menu.

Enter new value in the dialogue box, (use capital I and O to adjust a Digital status) then click ok.

Changes made here are logged in the Alarms database, against the log-in name.

For Secure sites configuration mode should be disabled and minor changes to strategy should be made using this method.

Section 3 – Editing points from Device Viewer


The * can be used as a wild card i.e. *Boiler* will return any point with Boiler in the label, such as HWS Boiler, Boiler Flow Setpoint etc.

Click on the Search button.

The 963 filters the displayed list to show only items that match the label.

Search retains a list of past searches.

Section 3 – Device Viewer Search

Using the Navigator select the required level to search, site/LAN/controller.

Select the modules you wish to view.

Enter the search string e.g. Boiler.

The Search is not CaSe SeNsItIvE.


Section 3 – Adding sites

To add a site to the 963, click on a blank part of the Navigator, in Device Viewer and select “Add a new site” from the menu.

Give the new site an appropriate label. Learn Network box, leave ticked if you want 963 to learn the site as soon as it’s connected .

Select type of connection:

Telephone – via Trend modem

IP – via TCP/IP or via EINC or

Local – for mobile engineers with more than one site on their laptop.


Section 3 – Adding sites (Autodialed)

Enter the telephone number of the remote Trend Modem.

Select the Type of Trend modem to be used (if unsure select Any Dialler).

Site Location (of Modem) and LAN number (if remote site is a single LAN)

Click Finish. This will start the dial-out process and 963 will begin learning the remote site


Section 4 – Schematic Objects Basics

Aims: To enable the Engineer to -� Add and Edit Static Objects.� Assign 963 Actions to a Static Objects.


� Toggle 963 into Engineering Mode

� Configure a User Logon Page.

� Modify Object properties.


Section 4 – Engineering Schematic Pages

The Schematics pages in 963 can be configured to display many types of data, both from

the Trend System and the PC. We can also add buttons to enable the users to interact

with the Trend system in many ways.

In 963 we refer to these as Objects , there are two types. Dynamic objects display live data from the System and Static objects display text, pictures or other files and can be assigned with actions to carry out various actions.

All these objects need to be configured and the next couple of sections will show you how to use many of the options that are available.


Section 4 – Engineering Schematic Pages

To engineer pages within 963, we need to

be logged on as a User who has

engineering rights.

Then from the Navigator select the page to

be edited.

Right click on the Schematic page and

select Configure Page from the menu.

This toggles the display into engineering

mode (and enables the Schematic config.

Tab, more later).


Section 4 - Configuration of pages

Right click on a schematic page again to

pop up the basic engineering menu, shown

opposite.

From here you can…

Add a new object

Reset Object defaults

Edit objects

Enable a page grid to assist with

layout.

Change the Backdrop.

Undo changes that you have made.


Section 4 - Exercise - Configuration of Log in Page

1) Log in as System Administrator, display

the System Administrator Login page

(select from the Navigator in User mode).

2) Right click on the schematic page, select

Configure page from the menu.

You are now in engineering mode, the

Schematics Config. Tab

is activated (more later).

This exercise will guide you through engineering a User Logon page.



We are going to edit the text that that says

Name : to read

Name :– System Administrator .

3) Double click on the piece of text or right click

on the text and select Properties from the

menu. The text will become hatched over,

showing that it is selected and the Display

Object Editor will open.

4) In the Display Object Editor, change the To

Display field so that it reads

Name :– System Administrator.



5) The Text attributes, font, colour, size can

be changed. Select the attribute you want

to change by clicking in the appropriate

field.

6) Click the menu button to bring up the

options menu for the attribute that you

want to change. Change the attributes as

required.

7) When happy with the results Click OK.



8) Next add a picture of the System

Administrator to the Log in Page.

Right click on the page where you want to

place the picture.

9) Select New Object , then New Static

Object from the menu. In the Object

Display Editor select the To Display field

and click the menu button. This opens the

Display dialogue, click Choose BMP .



10) A window opens, showing all the available

files from the 963\BMP folder. Scroll to the

bottom of the window to select the

Sysadmin.bmp.

11) Click OK to place the picture on the page.



The next part of the exercise shows you

how to create a button, i.e. an object that

has an action assigned to it. This will be a

button that will log in the System

Administrator .

12) Add a New Static Object , set the To

Display field to Log In. To make the object

a button we have to assign a action in the

Action field .

13) Click the menu button.



14) From the What Action dialogue, click on the , from the drop down menu choose

LOGINAS.

15) Then select the System Administrator from the list of users in the next window.



16) You could also edit the Tooltip to read

Click here to Log In, this will appear when

the cursor is placed over the object

17) Change the PIN level to –1. With the PIN

level set at it’s lowest setting, the button

will always be visible, even when the

default user is logged in.

18) Position the button at suitable place on the

page.



19) Make another new object with the settings

shown opposite.

20) When finished exit engineering mode by

right clicking on the schematics page and

deselecting Configure page.

21) Try the buttons that you have just made to

make sure they work.

Note. It is important to remember to exit configura tion mode when you have finished

editing an individual page.


Section 5 – Engineering Schematics

Aims: To enable the engineer to -� Engineer Schematic and Template pages.

� Describe Dynamic object properties.

� Describe Static object properties

Objectives: By the end of the section the engineer should be able to -

� Follow the correct sequence for creating schematic pages.

� Engineer and edit both dynamic and static objects.

� Use 963 Simulation mode.

� Copy 963 Schematic pages.


Section 5 – The 3 Steps of a Schematics Projects

1. Engineer the the Template page . All new schematic pages are created as a copy of the template.

2. Plan and Engineer the Schematics Navigator .Consider Security, How users move between pages and Logical groups e.g. Floor plans, Plant rooms etc.

3. Engineer each individual schematic page . Consider a standard style and number of points per page (Max 30 dynamic points per page).


Section 5 – Engineering the Template page(s)

The Template page is engineered in the same way as any other schematics page.

All new schematic pages are created from the Template page. Therefore any graphics and dynamic points added to the template will be automatically added to every new page created.

Engineering the template page correctly at the start of a project can save a lot of repetitive work and therefore time. e.g if a company logo or an outside air temperature is required on every page.

To edit the Template, right click on an empty section of the Navigator and select Edit Template Page

The Template page is saved as :-C:\Program Files\Trend Control

Systems\963\Template\pages.tss


Section 5 – Engineering the Schematics Navigator

The Schematics Navigator has two purposes.

1. To provide a method of moving between the schematic pages

2. To provide security by displaying only the schematics that have been assigned to the current users workgroup.

Pages in 963 can be either created in a folder or at the Root level i.e.not in a folder. There is no limit to the number of pages or folders that can be created.

Folders have two functions.1. To logically arrange pages.

2. To provide the security.


Section 5 – Exercise - Schematics Navigator

This exercise will describe setting up the

navigator for a set of schematic pages, make sure

you are logged on as the System Administrator,

then go to the schematics mode of 963.

You will see that some schematics have already

been created. You are going to make some

additions to the existing Trend University project.

You have been asked to add the Sports complex

to the project and to provide different access for

admin and engineering operators.

We need to consider using folders for grouping

the pages to apply security. The result should

look like this.



1) To add a folder, right click on on pages

and select Add Folder , you then give the

folder a label.

2) Add the folders highlighted on the

previous page.

3) Next, add the pages to the project. To add

a page, right click on the folder that you

want to add it to, then select Add

Schematic from the menu.



5) Add the page shown opposite, to the

Sports Complex folder.

6) Add the pages shown opposite, to the

Sports Complex Admin folder.

If a folder or page has been added in the

wrong location, just click on it and drag it

to the right place.

Due to the Security that is applied to

these folders within 963, you can not drag

a page from a folder to the root.


Section 5 –Copy Schematics

If schematics pages need to be backed up,

copied or exported to another project this

can be done from the 963 pages directory.

Start Windows Explorer and navigate to

C:\Program Files\Trend Control

Systems\963\Pages.

The Schematics are in the same folders

that have been created in the navigator and

are saved as .tss files.

Note, the .TSS file is not a graphics file, it’s a text file that lists the objects used on the page and the co-ordinates of where they are

placed on the page. Therefore if you are copying pages you need to copy the Backdrop and BMP directories as well.


Section 5 – Engineering Schematic pages

Once created, each new schematic page will need to be edited.

The normal order for engineering each page would be:-i. Set the backdropii. Add static objects e.g. text, graphicsiii. Set up actions for static objectsiv. Add dynamic objectsv. Go live and test

All engineering is carried out in Configure Page mode.In this mode :-

Dynamic objects are “frozen” i.e. will show the last value or the point reference.

The Schematics Config and Display Object Editor are available.Buttons and Actions do not work.


Section 5 – The Display Object Editor

To Display , sets the text or graphic we want to

display on the page.

Action , allows us to make the object a button, go to

another page, Log In to the system etc.

Text , lets us alter the text properties font, size etc.

Graphic , adjusts frame rate for animations and lets

us change colors of text buttons

Size and position , sets object size and whether the

object is visible or hidden.

As we have already seen, this allows us to edit the parameters of an object on the page.


Section 5 – The Schematics Config. Pane

Explorer tab lets you select any supported graphic file type from anywhere on your PC, the file is copied into the appropriate 963 directory and then referenced from that location.

Device Viewer tab lets you select controller points and drop them on a page.

Users tab, from here you can drag a users name onto a page, this creates a log in button for that user.

Graphs tab creates buttons or embedded graphs from previously saved graph definitions (more later).

Diary tab creates shortcut buttons that take you directly to Diary groups (more later).

This tool has 5 tabs and enables items to be dragged and dropped directly onto the schematics page.


Section 5 – Creating the Sports Complex Home Page

This exercise will demonstrate how to engineer the Sports Complex Home page. We are going to add 3 objects to the page.

Static object

Dynamic Object

Backdrop


Section 5 – Exercise - Sports Complex Home Page

1) Log in as the System Administrator and

display the Sports Complex Home page.

Warning – all the pages that you have

created look the same, so check that you

have the right page selected in the

Navigator, also check the 963 Title bar,

the current page name is displayed there.

2) Right click on the schematics page and

select Configure Page. The Schematics

Config and Display Object Editor

become available.

3) Right Click on the Schematics page again

and select Change Backdrop .



4) Now select the Sports Complex backdrop

from the list of available backdrop pictures

and click OK.

5) Next add a Static object , right click on

the page, select New Object , then New

Static Object .

6) Change the To Display text to read

“Welcome to the Sports Complex”

7) Modify the Text attributes, make the font

bigger, change its color as required.



8) Finally we’re going to add the

Dynamic Object for the Outside Air

temp. Click on the Schematics

Config Pane tab and pin it out.

9) Select the Device Viewer Tab . This

shows all the connected devices,

select the Sports Complex

controller (24) and click on the + to

show the available modules within

the controller.



10) Select the Sensors. The lower half shows

a list of all the sensors that are set up in

the controller. Find the Outside Air Sensor

(S11) and then drag it onto the page. If

required, change the attributes using the

Object editor.

11) When you are happy with the result, right

click on a blank part of the schematic

page and deselect Configure page to

return to normal operating mode.


Section 5 – Adding Objects Manually

There may be cases where it is not

practical or possible to add an object to a

page by dragging it from the Schematics

Config Pane.

Some Examples are:-

A piece of static text, like “Welcome to the

Sports Complex”

A dynamic point from a controller that has

not yet been connected to the system.

These objects need to be added to the

page manually. We did this in the

previous exercise with a Static object, we

can do the same with a Dynamic object

but it’s a bit more complex.


Section 5 – Editing Dynamic Objects

When a dynamic object is dragged and

dropped onto a page, the LAN,

Outstation, Label, Units and Item fields

are all completed automatically.

If the point is added manually, all these

fields need to be completed by the

engineer.

Lets look at the properties that make up a Dynamic object.



The Refresh rate sets how often the

dynamic value is updated from the

controller, it’s set in seconds and the

fastest setting is 5 seconds.

The PIN level works with the Workgroups

to set which uses can access the point.



The When On and When Off parameters

are used for digital objects. They can be

configured to display a different graphic for

each state. E.g. Boiler on and Boiler off.

Select the Menu button, then Choose from

directory, then browse for the file you want

to use.



The When Overridden On and When

Overridden Off parameters are used for

digital outputs where the IQ3

Hand/Off/Auto module is used. They

enable use of different graphic

representations if the output has been

manually overridden on or off.

The When in Alarm field allows a different

graphic to be displayed when the digital point

is in an alarm condition. Change the setting

to <FLASH> by clicking the + and selecting

from the drop down menu.



Decimal places sets the number of decimal

places of the displayed value. For

analogue outputs, valves, dampers etc

this is best set to 0 whist for sensors it’s

generally set to 1.

Display as determines what information is

displayed from the point. A drop down

menu gives a number of options.

Display Analogue Graphic lets us display a

series of graphics that represent a

changing analogue value (more later).


Section 6 – Engineering Dynamic Schematics

Aims: To enable the engineer to -Engineer Dynamic Objects on a Schematic page.


Add Dynamic points to a 963 Schematics page.

Display a dynamic point as a graphic.

Tidy up a schematic page.


Section 6 – Engineering Dynamic Schematics

Dynamic Objects display data from the controller on Schematic pages.

The data can be represented in a number of ways depending on the type of data to be

displayed. For example, a Digital output could be represented by….

a changing piece of text

or alternating pictures or an animation

An analogue value could be represented by…

a changing text display or an analogue graphic.


Section 6 – Changing dynamic object displays

A digital dynamic object , Switch, Driver etc can be configured to display extra text or Graphics.

To add extra text we need to edit the default display which is just On or Off.

Click on the menu button for the field that you want to change, then type the new text into the I shall display thisfield.

If you want to display a graphic instead of text, make a choice from the option buttons.


Section 6 – Engineering the Sports Hall

The next exercise will demonstrate how to engineer a schematic page, comprising a number of

dynamic points. The exercise will also give you some useful tips on how to present the

information.


Section 6 – Engineering the Sports Hall - Exercise

1) Select the Sports Hall Lighting page from the Sports Complex Admin folder.

2) Go into Configure page mode and select the option to change the Backdrop, and select Sports Hall Lighting .



3) Open the Schematics Config. Tool , and select the Device Viewer Tab . From here you can drag and drop Dynamic points onto the page.

4) The following points need to be added to the page :-

S1 Sports Hall temp

K1 Sports Hall Setpoint

K2 Sports Hall Un-Occ Setpoint

W1 Single Court Lighting

W2 Dual Court Lighting

D5 Sports Hall Lighting

Z3 Sports Hall Timezone



5) After placing the objects on the page you will need to edit them.

Consider the following points :-Font style, size and colourPIN levels for Knobs, Switches, Sensors and Timezones.Display options i.e. Label, Value and UnitsWhat to display if the point is in alarm.Refresh rate

You could also consider having different colours for different items.i.e. Red for sensors, Blue for adjustments (Knob, Switches and Tmezones), Black for outputs etc.

Edit the dynamic points that you have just added to the page to display the following.Font - Ariel Size - 14



7) Go to each Dynamic object in turn and edit the following properties

Refresh Rate = 5 seconds

Display as = Label, Value and Units

PIN level = 70

8) Test the page, Set the Timezone to be on all week, the Driver Value should change from 0 to 40

9) Select Single Court Button, the Value should change from 40 to 70

10) Select Dual Court Button and the Value should change from 70 to 100


Section 6 – Moving Objects

It is possible, whilst in configuration mode

to group select objects. To do this,1) Left click and drag a box around a

group of objects.or

2) Hold down the CTRL key and then single left click on any required object.

Groups of objects can be moved around the screen by:-

Dragging the group

Using the 4 arrow keys on the keyboard, these will move the object at a rate of 5 pixels. Pressing the shift key at the same time as the arrow key will increase the rate to 15 pixels.

You can also swap the position of any two selected objects with CTRL+S



Groups of objects can be arranged by,

Right clicking on the group then selecting

Edit objects, then arrange objects. Select

the number of rows and 963 calculates

the number of columns. CTRL + R are

the shortcut keys for this option.

Or you can use

CTRL + arrow keys to align the objects.

e.g. CTRL + -> will align all selected objects to the right hand edge of the object furthest to the right.

Be careful, with this as it’s easy to place objects on top of each other. Remember you can use the undo CTRL+Z.



When new objects are added to a schematic page the default is set to use Auto size. i.e. the buttons will fit to accommodate the text.

The result may be that some of the buttons have widely different dimensions. Also remember, that the width of the button can change as the text changes e.g. ‘Boiler OK’ changes to ‘Boiler Fault’.

To overcome this, change the Auto Size field to No. You will then be able to set the same fixed height and width for the objects, so that they look neat and tidy.


Section 6 – Tidying up exercise

Arrange the dynamic objects for the Sports Hall page as shown.

Disable the Auto size function and set all the objects to have the following dimensions.Width = 250Height = 30

Try arranging the objects using CTRL + R

Try swapping 2 objects using CTRL + S


Section 6 – Analogue Graphics

An Analogue object can be configured to display a set of graphics instead of text.

Set Display as = Value

Set Display Analogue Graphic = Yes

Click the menu button in the Analogue File field, then browse for the file.

Note – to use analogue graphics, they must be stored in the 963\analogue directory and there must be a separate folder for each set of analogue graphics.

More on analogue graphics later.


Section 6 – Analogue Graphics - Exercise

1) Add another Driver 5 (Sports Hall Lighting).

2) Change the parameters to display the analogue file :-analogue\Hall Lighting\Hall Lighting.analogue

3) Exit page Configuration, make sure that the Timezone is on.

4) Switch the Single Court Lighting on.

5) Switch the Dual Court Lighting on.

6) Go back in to page Configuration and reposition the graphic.

On the Sports Hall Lighting page.


Section 6 – Copying Schematics

The process is as follows :-i. In the Navigator, select the

page you wish to copy.ii. Right Click on the page and

select Copy, from the menu.iii. Right Click on the destination

for the copied page and select Paste.

iv. If pasting into the same location, 963 will display a warning that the page already exists, you may continue but will be asked to rename the new page.

You can now edit the new page and change the point references using the Display Object Editor or Find and replace (more on this later) tools.

Copying pages is a very quick method of engineering many similar schematics pages


Section 6 – Copying Schematics - Exercise

This Exercise will guide you through copying the Sports Hall Lighting page and using it as a template for the New Sports Hall. Although the point references will be different all the rest of the engineering will have been done.

1) Copy the Sports Hall Lighting page, then paste it in the same Directory.

2) Rename the Copy as New Sports Hall.

3) You may need to refresh the navigator.

4) You now have a duplicate page with all the objects already in place.

5) The Final step would be to change the Controller references for each point. We will do this later as part of another exercise


Section 6 –Schematics Summary

Important features of Schematics to remember :

All editing is saved automatically.

There is an undo feature of 20 back steps, select by right clicking on the page or use CTRL +Z.

Changing Item labels on a schematic page only updates the .tss file, it does not change the label in the controller as it does from Device Viewer.

Objects have PIN levels, these control whether a user can access the object, depending on the PIN level set in the Users Workgroup.

The screen size used by 963 is set by the size of the Backdrop image.

Select multiple objects by holding the CTRL key and left clicking on each in turn.

Fine tune the position of objects using arrow keys, hold the Shift key at the same time to move objects 3 times faster.

If only a file reference is displayed on the page, 963 has not been able to find the graphic


Section 7 – Engineering Static Objects

Aims: To enable the engineer to -Create buttons on a schematics page.

Use 963 Actions


Engineer a Graphic with an Action.

Engineer a button with a GOTO action.

Animate a button.


Section 7 – 963 actions

There are 80 actions that can be selected, most of which can be assigned to a button.

Some of the most commonly used are :-

GOTO - Takes the user to a different page

LOGINAS - Allows a specified user to log in.

LOGOUT - Logs any user out of 963

PRINTGRAPH - Prints a specified graph trace

PRINTPAGE - Prints the current schematics page

SEND - Sends a text comms to a controller

Static Objects on a schematic page can be engineered as Buttons.

A button is a Static object that has a 963 action assigned to it, and when the Button is clicked the action is carried out.


Section 7 – Setting up the action

Select the static object that you want to use as a button and edit its parameters.

Click the menu button in the action field

Select the action from the drop down menu or type in the action.

Some actions require more details so will display another widow to input the information e.g. a GOTO action needs to know what page you want it to go to.


Section 7 – Graphic buttons - Exercise

This Exercise will guide you through setting up 2 buttons, one with a GOTOaction and one with a VIEWGRAPHaction.

1) Go into page configuration on the Trend University Home page.

2) Place the first graphic on the page, bmp\trend uni\map buttons\sports hall.bmp , position it over the sports complex on the map.

3) Change the objects action to GOTO, then select the Sports Complex Home from the list.


Section 7 – Graphic buttons - Exercise

4) Place the second graphic on the page, gif\glass.gif .

5) Set the action field to VIEWGRAPH, click yes as we do want to specify a particular graph.

6) Specify the graph that you want to assign to the button in this case we’ll use Total Gas.

7) Exit page configuration mode and test your buttons.

Hint – if you need a similar button on many pages, right click and select Edit then copy. Then just paste it onto the required pages using CTRL +V


Section 7 – Animated Graphic buttons

Eyes.bmp

When a graphic is used as a button it can be animated. 963 will look for 3 extra graphic files in the same directory, that start with the same name.

Eyes_o.bmp

will display when the cursor is over the graphic

Eyes_h.bmpwill display when the cursor has hover ed over the button for 4 seconds.

Eyes_d.bmp

will display when the button is clicked down .

Go to the Admin office page, look at the mouse and the penguin


Section 7 – More buttons

The SEND action allows us to send a Trend Text Comm. to a controller to change a module’s parameters.

When we configure a SEND action we have to specify the LAN and O/s address for the target controller and then specify the Text Comm. that we want to send.

This example would SEND a Value of 21.5 to all Knobs in controller 24 on LAN 0


Section 7 – More buttons

We can also build questions into the SEND action, to enable the user to input variables. e.g. the value for a setpoint or a status for a switch.

This is achieved by including the 963 variable <?> at the point in the text comm. where the new value needs to be.

For example SEND L0O24K1(V=<?Type the new value here>)

Would pop up the dialogue box below, to prompt the user to “Type the new value here” for Knob 1 in Os 24 on LAN 0


Section 7 – Login Action

We can set up 963 so that a user is taken to a

particular page when they log in.

This uses the GOTO action and is set up in the

Workgroups.

Specify the workgroups start page by clicking on

Choose Startup page in the Workgroup

properties.

Select the required page from the pop up list

that we saw earlier.


Section 7 – Login Action - Exercise

1) Go to Users mode

2) Edit both the Default and Field Service

Workgroups so that they have the Trend

University Home as their Startup page.

3) Remember we can restrict user access to

certain schematics by selecting which

folders they can see. We do this in the

Folders tab.

4) Check that the Field Service workgroup

can access all schematics and that the

Default Workgroup can access none.


Section 7 – Navigating Schematics

When designing the schematics pages for the

customer we need to decide how the users will

navigate the system.

Many sites will have dozens of schematic pages,

Universities and military installations may consists of

many individual buildings, all of which may need to be

represented in the 963.

There are 2 options for navigating the system :-1) Navigation Buttons 2) The Schematics Navigator

The advantage of using engineered buttons is that they are direct, one click and you are at the required page.

The buttons can also be given PIN protection, therefore restricting access only to authorized users.

If buttons are used the schematics navigator can be hidden, giving more screen space for the schematic page.


Section 7 – Moving between Schematics

Many 963 projects utilize a site plan or map as a central point from which to navigate around the system, with navigation buttons for each building or area.

Access to various areas can be controlled by setting different PIN levels on the navigation buttons.

The next exercise is to engineer a Navigation page for the Trend University Sports Complex.


Section 7 – Moving between Schematics Exercise

Engineer the Sports Complex Home page as shown here.

1) Set the backdrop to Sports Complex 2

2) Add and Edit the Static Objects .

Edit the, action PIN level etc

the settings for each static object are shown

on the next few pages.



Once a schematic page has been created, you can Drag

and Drop it from the Schematics Config. Pane

on to a page where it becomes a automatically navigation button to that

page.



For our project we need to create the buttons as show on this and the following two pages. We can create these from new. i.e. New Static Object or we can drag them onto the page from the Schematics Config Pane and then edit them as required.


Section 8 – More Schematics

Aims: To enable the engineer to -� Use the 963 graphics library.

� Engineer Schematics for unfinished sites

� Use the Find and Replace function


� Create dynamic links on a schematic page for unlearned sites.

� Use the Find and Replace function to change links on 963 object attributes.


Section 8 – Engineering an Plant Schematics.

Included as part of the 963 installation is a collection of basic plant graphics that can be used to

create Plant schematics. You will find samples of both static graphics (.bmp), Animation

and Analogue files in the appropriate 963 Sub directories.


Section 8 – Engineering an Air Handling Unit

In the next exercise we are going to be using some of these sample graphics to create a

schematics page for an Air Handling Unit.

Although the AHU could be constructed directly on the schematics page using components

from the library, better results are achieved if a backdrop is constructed first using a

graphics package. This has a number of benefits:-

I. There are less objects for the 963 to load on to the page.

II. You only have to build the Backdrop once but can use it for many AHUs

III. You can keep a copy of the backdrop for use on other projects.


Section 8 – Engineering an AHU - Exercise

This exercise will guide you through engineering the AHU page using a pre-engineered

Backdrop and items from the 963 sample library.

1) Go to the Changing AHU page, in the Sports Complex Plant folder.

2) Add the following dynamic objects to the page as text .

S1 - Sports Hall Space Temp

S4 - AHU Supply Temp

S5 - AHU Return Temp

K1 - Sports Hall Setpoint

K10 - Frost Setpoint

D1 - AHU Heating Valve

D2 – Dampers

D3 - Cooling Valve



3) Place Driver 4 on to the page.

4) Edit the objects properties to match the settings shown opposite.

5) Copy and paste another Driver 4 onto the page

6) For the new object change the When On field to display Fan left.animation .


8) Place a new Dynamic object on the page

9) Edit the properties to match those shown. The Item field G10(D) is the common point in the control strategy that is on when either pump is enabled.

10) Copy and paste this object, then change the When On field to display Horiz Right hot.animation




11) Arrange the points to match the schematic page shown below.


Section 8 – Find and Replace

Find and Replace is a very powerful tool and can be used at various levels within the project.

To use Find and Replace, log on as a high level user.

Open schematics navigator.

Right click on Pages (root), a folder or a single page.

Select Find and Replace from the popup menu.

The Find and Replace wizard will open.

When in page configuration, it can be used on the entire page or just on a, previously selected group of objects.


Section 8 – Find and Replace

The Wizard can be used on most schematic object attributes.

It is a very powerful way of editing many objects at once e.g. Refresh rates for all objects, on all pages within a folder can be changed in one go.

Select the attribute to modify.

Free text search, specify the old value and the new value.


Section 8 – Find and Replace - Exercise

1) Carry out a find and Replace on the New Sports Hall page.

2) Replace the Os (Outstation) reference to 25 instead of 24.

3) The wizard disappears and is replaced by a box indicating how many changes have been made.


Section 8 – Find and Replace on Labels

If you have created schematic pages for controllers that were not yet connected to the system.

Learn the new controller using device viewer.

Use Find and Replace on the appropriate pages, using the Label field.

963 replaces all the labels on the page, with the labels stored in the database, so matching them with the controller.


Section 9 – Other Display Options

Aims: To enable the engineer to -• Pre-engineer graph Buttons

• Create a Points window


• Engineer and display a multi-trace graph from a single schematics button.

• Engineer and display a limited points window from a schematic button or a dynamic point, using the VIEWPOINTS actions


Section 9 – Other Display Options

The following actions may be used to create some alterative displays for users to access

controller information.

POPUP - Displays a schematic page in a new window.

VIEWGRAPH - Opens a pre-engineered graph.

VIEWPOINTS - Displays a pre-engineered list of points in a new

window.

GENERIC - A button can be added to a page that when selected

will display a generic page, and specify the device

from which the values are retrieved.


Section 9 – The POPUP action

The POPUP action is very simple to set

up and is virtually the same as the GOTO

action except that it displays the selected

schematic page in a new window, this

can be useful if the user need to view

more than one schematic page at a time.

1) Select POPUP as the action.

2) Select the Schematic page.

3) Set the size and position of the new window using the Pop up dialogue box.


Section 9 – The VIEWGRAPH action

Graphs can be viewed in a number of ways from 963 schematics pages.

1) Clicking a sensor button.

2) Embedded in a page.

3) Using a button with the action VIEWGRAPH.

If we want to embed a graph or use the VIEWGRAPH action, first we need decide what the

graph is going to display, what traces, the scaling etc.

This is called a graph definition and these are set up in the graph manager, which is

accessed from the menu bar.


Section 9 – Exercise - The Graph Manager

We are going to set up a Graph Definition for the

Outside Air Sensor.

1) Make sure you are logged in as the System

Administrator.

2) Open the Graph manager from the menu bar

and select New.

3) Give the Definition a label ‘My OAT sensor’.

We can now set up what we want the

definition to display.



5) Click Add Trace, we can then select the

sensor that we want to use in the definition.

6) Navigate your way to the OAT sensor by

selecting the Site, LAN and Outstation that

it’s connected to.

7) Click on Find matching points to find all the

Sensors in the controller.

8) Then pick a point to use in the definition.



9) Next choose a logging interval, there

maybe one or more depending what has

been configured in the controller.

10) Finally decide if you want to use the left

or right axis for the value.



When you’ve finished you can

preview the graph, or add

further traces if you need a

multi-trace graph.

At the bottom is the list of

sensors that make up the

graph.

If you need to fix the scaling,

use precision graphs or apply a

grid, this can be done by using

the general options, don’t forget

to click the save when you have

finished your configuration.



1) In device viewer, group select the sensors that you wish to graph (963 supports graphs with up to 10 traces).

2) Right click on one of the group and select, Graph Points from the menu.

3) This will open a graph of the selected sensors.

A quicker way of creating a Graph definition, especially for multi trace graphs.

Use this procedure and the sensors highlighted here, for the next part of the exercise.



4) From the File menu, Save the

Graph as ‘VT Graph’

5) Go to the Sports HWS

schematic page and configure

the page with a new button

labeled ‘View VT Graph’.

6) Set the action to VIEWGRAPH

and specify the VT Graph to be

displayed.

7) Exit page Configuration and test

the button.


Section 9 – Exercise - Embedded Graph

1) To embed a graph on the page, go back

into page Config. mode, open the

Schematics Config. Pane and select the

Graphs tab.

2) Drag the VT Graph on to the page. Click

Yes, to create the graph as a child

window (embed).

3) Position and resize as required (Warning

the bigger the embedded graph the more

memory used).

4) Exit Page Config. and test.


Section 9 – The VIEWPOINTS action

The VIEWPOINTS action displays a popup

window listing specific controller points (from

a single Controller), similar to the

presentation we see in Device Viewer.

A viewpoints window can be initiated from a

schematic object or as an Alarm action.



There are 4 options for the VIEWPOINTS

action.

VIEWPOINTS - This option displays all the

dynamic points on a particular schematics

page.

VIEWPOINTS + Item - This option can be

linked with a specific item or module code

e.g. S (Sensors) and will then show details of

only the sensors of the schematics page.



VIEWPOINTS + Display and Directory. -

This option displays all the dynamic points

that have been setup in a Directory module

within a controller. You need to specify the

LAN O/s and Directory Module. The Code

for Directory Module is @ followed by the

number of the directory module e.g.

VIEWPOINTS L0O24@2

VIEWPOINTS ++ Template - This is the

more selective version so needs some set

up. Use the 963 Help and Engineering

manual to learn more about these 2 versions

of the VIEWPOINT action.


Section 9 – Exercise – VIEWPOINTS action

1) Go to the Changing AHU page.

Configure the page to have a new static

object labeled Points List. Set the action

for the button to VIEWPOINTS.

2) Exit page Config. And test the button.

3) Change the action on the button to

VIEWPOINTS + Item, select S for

Sensors, as the item. The action string

should be VIEWPOINTS S. (Note the

space!) Test the button.


Section 9 – Create a template from Device Viewer

For Viewpoints ++ Template

1) Go to Device Viewer mode and display

the desired points

2) Right click on a point or group of points,

that is to be added to the template.

3) The Default file name is New.txt, this can

be changed but the files do need to be

saved in the Template Directory.

4) The default action is to add items to the

file, use the check box if you wish to

overwrite the existing file with new

points.


Section 9 – Create a template from Device Viewer

5) Click on the Label Tab to add a title for

the points window

When all the points have been added for

the template, a text file is created in the

template directory.

The 1st Line of the text file contains the

title for the points window, subsequent

lines list the point reference, Label, Units

and PIN level etc.

It is also possible to create these

templates directly, using Notepad


The text files used for the templates are a list of IQ points. This list can then be applied to any

number of controllers that share the same strategy e.g. Trend IQL range. The syntax of the

VIEWPOINTS ++ actions is:

VIEWPOINTS (tele)(LAN address)(IQ address),template \filename.txt

Section 9 – Creating Template Text Files

VIEWPOINTS L20O43,template\FCU. txt

VIEWPOINTS L20O44,template\FCU. Txt


Section 9 - Creating a Generic Schematic Page

Generic schematics are a very easy way of dealing with a large number of controllers that have

the same control strategy. e.g. Fan Coil Units.

Selecting any button on the map page, always displays the Generic page, but the data comes from a targeted controller.

FCU 3

FCU 4

Map page

Generic page

FCU 1

FCU 2

FCU 1 O/s 24 LAN 0FCU 2 O/s 25 LAN 0



The Dynamic Objects that are displayed on a Generic page need to have the Itemreference configured e.g. D1, S1 etc. But they are then set to USE GENERIC, this disables the controller reference fields for the object, the controller is then targeted by the button on the map page.

So at this stage the 963 knows what points to display, but not which controller to get the values from.

On our Map page, we would then need to create a new Static object for each Fan Coil Unit, with a action like GOTO pages\Generic\fcu.tss GENERIC=L0O25

This GOTO part of the action causes the 963 to display the FCU page and the GENERIC part selects where to retrieve the data from.



1. On The Generic page, add the Dynamic points and set the ‘Use Generic’ field to Yes for all of them.

2. It is important to identify which controller the page is returning values from, so add some dynamic objects from the controller’s Address module . These objects also need to Use Generic .

To create Generic schematic pages follow these steps

Controllers iDentifier - R(D) Controllers address - R(L) Controllers laN - R(N)



3. Add buttons to target the controller from which to display values.

This may be done by either of the following methods:-

i. On a map page, create buttons using a combination of GOTO and GENERIC actions.

ii. On the generic page, create a button with an action of SETGENERIC. FCU 3

FCU 1

FCU 2


Section 9 - Generic Pages Exercise

This exercise is designed to demonstrate Generic sc hematics.

For this exercise you will need to do some prep work with your neighbour.

Join your LAN with a neighbour to build a single LAN comprising 2 x IQ3s and 2 x 963’s. Set the address of one of the IQ3s to 25.

You will then both need to re-learn your site and collect labels.


Section 9 - Generic Pages Exercise

Engineering the Generic schematic

1. In the Sports Complex Changing folder you will find a page called Generic

2. Add the following Dynamic points to the page :- S20, K11, D12, D13, D4. Set the all the points to Use Generic and set the properties (Label, Value and Unit etc) as shown below.


3. Remember ! On any generic page it is important to display where the dynamic data is coming from, so create 3 new dynamic objects - set them to Use Generic . The Items needed are :-

R(D), R(L), R(N)

4. Also set up a button with an GOTO action to return the user to the Sports Changing page.

Section 9 - Generic Pages Exercise continued


5. On the Sports Changing schematic page, create a new button labeled FCU24 and set the action up as follows :-

GOTO Pages\Sports Complex Offices\Generic.tss GENER IC=L0O24

6. On the same schematic page create a new button labeled FCU25 and set the action up as follows

GOTO Pages\Sports Complex Offices\Generic.tss GENER IC=L0O25

You can select the GOTO from the dropdown menu, but will have to add the rest by typing.

Section 9 - Generic Pages Exercise continued

Test your buttons, are you able to tell which controller you are displaying values from?


Section 9 - The SETGENERIC Action

A SETGENERIC button may be created by adding a new static object on the Generic schematic page and setting the action to SETGENERIC.

When the button is clicked, a popup is shown allowing the operator to select a controller from which the generic page will get its dynamic values.

Benefits of this methodEasy to engineer.

Drawbacks of this methodThe operator has to navigate to the desired controller, which could take a while on a large site. The popup shows all devices that have been learnt in the Device Viewer, therefore operators could select the wrong or even non controller devices.


Section 10 – Animation and Analogue files

Aims: To enable the operator to -� Use Animations

� Use Analogue graphics

Objectives: By the end of the section the operator should be able to -

� Describe how to link a animation file to a dynamic object

� Link analogue graphics to an analogue value at different levels


Section 10 – Animations

Animations are a series of graphic files

that are played in a sequence.

All the files that make up an animation

must be grouped together in a sub

directory.

A text file that lists that sequence of the

graphics is saved as

<filename>.animation

This .animation file is referenced in the

What to display field for that dynamic

object.

963 animations support the following file types:- bmp, jpg, gif, wmf and emf


Section 10 – Animations Exercise

This Exercise will guide you through

creating and displaying an animation that

will represent the status of a digital

output.

1) Open Notepad and create the animation file shown here.

2) Save the file as burner fire.animation in the following directory.

C:\Program files\Trend Control Systems\963\Animation\Trend uni\burner fire


Section 10 – Animations Exercise

3) The graphic files (fire 0 to fire 11) are

already saved in the sub directory.

Display the Sports Boilers page and add

a new dynamic object for Boiler 1 (D7).

Edit the objects properties to match

those shown.

4) Place the animation over the boiler’s

sight glass. (Remember Simulation

mode)

5) Repeat the above for Boiler 2 (D8).

6) Exit page Config. and check your work.


Section 10 – Analogue Graphics

Analogue graphics are similar to

animations. Each set of graphics needs

to be stored in it’s own sub directory.

A text file that lists that sequence of the

graphics is saved as

<filename>.analogue

This .analogue file is referenced in the

Analogue File field for the dynamic

object.

Each graphic is displayed as the

analogue value is reached, and is held

until the next or previous value is

reached.


Section 10 – Analogue Exercise

This Exercise will guide you through

creating and displaying an analogue

graphic that represents the status of an

analogue input.

1) Open Notepad and create the animation file shown opposite.

2) Save the file as Thermometer.analogue in the following directory.

C:\Program files\Trend Control Systems\963\analogue \Thermometer\


Section 10 – Analogue Exercise

3) The graphic files (0 to 27) are already

saved in the sub directory. Display the

Admin Office page and add a new

dynamic object for Room Temperature

Sensor (S2). Edit the objects properties

to match those shown.

4) Place the analogue graphic over the

broken thermometer on the wall. Exit

page Config. and check your work.

5) Hold the sensor that is connected to

input channel 4 (Sensor 2) of your

controller. The graphic changes as the

temperature rises.


Section 11 – 963 Scripts

Aims: To enable the operator to -Use understand the concept of 963 scripts


Describe how to engineer a 963 script


Section 11 – Script Files

This example displays a series of schematic pages.

The SLEEP action is a pause counted in milliseconds.

An Static object could be configured with the following action :-

SCRIPT scripts\Lightingtour.txt

Script files are a series of actions that have been created within a text document i.e. notepad and then saved as a .TXT file. The script file is a list of 963 actions and Trend text comms, which are then run in sequence.


Section 11 – Scripts

It is possible to add a simple question to a script file thus giving the ‘Operator’ a choice of what

to do next.

The question will appear as a simple box on screen with ‘Yes’ or ‘No’ buttons.

To set the question up in a script file 963 looks for a line starting with a ?

E.g. ?Do you wish to look at the AHU .

If the operator clicks on the ‘Yes’ then the next line in the script is executed. If ‘No’ then the 2nd

line after is executed and the Script is ended.


Section 11 – Scripts Exercise

It is possible to run a script file from within a script file by using the following action SCRIPT

scripts

1) Create a new script file with the Actions below.

2) Save the file as Lightingtour.txt into the same location


Section 11 – Scripts Exercise

3) Enter Configure Page mode on the

Meters page.

4) Drag the Lightingtour.txt script onto the

page.

5) Edit the button, Give it meaningful label.

6) Set the PIN level to 10

7) Exit page Config. Mode and test.


Section 11 – The Script Controls

The Script controller allows you to; Pause

Scripts

Resume Scripts

and…

Cancel and prevent all scripts from

starting !

When a script file is initiated all other 963 actions are held up, therefore at some stage a script file may need to be interrupted. This is done using the script controller

To hide the Script Control F1 to display the ‘Information Centre’ and then click on the button

labeled ‘Show Script Control’ or just press the Esc key


Section 12 – Extra System Schematics

Aims: To introduce and demonstrate:

� The 963 Variable actions.

� Displaying an IQ controller status.

� 963 Lan Map.

Objectives: By the end of the section you will be able to -

� Engineer buttons to synchronize the PC and controller clocks.

� Engineer on a schematic, data from a non standard dynamic source.

� Engineer and produce a numeric map of the local Trend LAN


Section 12 – 963 System Variables

963 can use System Variables, these allow us to use information from the 963 and it’s database.

The System Variable <MODBY> will tell us who last engineered a schematic page.

<TIMEON> will display how long 963 has been running.

These System variables can be used in the To Display field of a Static object, mixed with Trend Text Comms in Scripts or as part of a SEND action.

System variables need to be written between <……….>

Take a look at the 963 Variables Pamphlet that is included with your notes.


Section 12 – 963 System Variables

In addition to the previous examples the following can be used to return data from the PC clock

These variables could be used to send the PC time to an controller using the SEND action

E.g. SEND L0O24T(H=<PCHOUR>, N=<PCMIN>)

<PCHOUR><PCMIN><PCDAY><PCSEC><PCMONTH><PCYEAR> 2 digit year<PCWKDAY> Trend weekday (1=mon, 7=sun)<TIME>

This SEND action could be launched every day by the event scheduler to synchronise the IQ Clock with the PC Clock.


Section 12 – Questions with 963 Variables

It is possible to set up more flexibility with some of the 963 Actions, by asking the user questions when they click on a button.

Here are some examples :-

SEND L0O24K<?Enter Knob number to be adjusted>(V=<? Enter new value>)

SEND L0O24W14(S=<?Enter I to turn on or O to turn o ff>)

LOGINAS <?Enter your name>

Careful with this one, it needs a space between the S and the <


Section 12 – The SEND action

The SEND action allows Text comm messages to be sent to Trend devices.

Create a new static object with the SEND action followed by the required text comm

Examples of the SEND action.

SEND L0O24R(A=<CNC>,R=<LAN>) - Would configure the alarm destination of outstation 24 to the address of the 963 supervisor.

SEND L0O24K1(V=<?Enter a value>) - Would set Knob 1 on Outstation 24 to a value specified by the operator.

SEND L0O24W1(S=I) - Would set Switch 1 in Outstation 24 to be ON (I and O not 1 and 0 when sending digital states).

SEND L0O24K/*OccSet*(V=19) - Would set a value of 19 in any Knob with ‘OccSet’ in it’s label.


Section 12 - Exercise - 963 Variables and Lan Map

We have been asked by the client to set up a new schematics page displaying some useful system information.

The page needs to be secured , so should only be accessible by users with a PIN >90.

The Users need access to the page from the Sports Complex Home page. They will also need a button to get back there.

Create the new System Info page in the Controller Folder that already exists.


Section 12 - Exercise - 963 Variable and Lan Map

1) Place 4 new static objects on the page with the following in the to display field

Current IP address<IP>

Current Trend address<CNC>on LAN <LAN>

963 has been running for <TIMEON>

We are using <VER>


Section 12 – LAN Mapping with 963

2) Create a New Dynamic Object, with the properties shown opposite.

For the item reference type in lowercase “l” (l for Lima) .

Set up any valid Trend network address for the node address

Standard LAN addressing rules apply i.e. to map the Internetwork set the LAN address to 126.

To map a remote or autodialed LAN set the appropriate LAN number.

Set the Decimal Places to -1


Section 12 - Exercise - 963 Variable and Lan Map

3) Place three new Dynamic objects on to the page, with the following in the Item fields.

R(D) Controller Identifier.

T(H) Controller Hours

T(N) Controller Minutes

4) Modify and arrange the objects to give a useful display, consider the use of Label, Value and Units.

5) Don’t forget a button to take the user back to Home page !


Section 13 – Managing Workgroups and Users

Aims: To enable the engineer to –

� Manage Workgroups and users

� Assign suitable workgroup parameters


� Describe how to enable and control access for users

� Engineer a universal Login page for all users.


Section 13 - Adding a Workgroup

Before adding a Workgroup to 963 we need to consider the following questions :-

Who, is going to use the 963 ?

What, do they want to do with it ?

Where, do they want to do it ?

For example,

Who, Mechanical Engineer.

What, look at the boilers.

Where, via schematics.

This should give you some idea of what this user will want to do when they log in. e.g. login

action of “GOTO pages\Sports Complex Plant\Sports Boilers.tss Or put simply, take them

to the relevant area of interest.


To help decide who, what and where the users are going to go when logging in to 963 it may

be useful to produce a sketch or flow chart, indicating how the pages may be linked. (An

example is on the next page).

It may be beneficial to have a ‘universal’ login route for all users, for example set up a

schematic page that has buttons engineered for each individual or group of users. This

could be the default schematic page, so the users would have to login before they can

browse around 963.

Other Items to consider are:

Pin Levels

Time Out Periods

Access to Config, Device Viewer, Alarms

Enable Engineering rights

Client/Server Access

Being able to close/minimise 963

Section 13 - Deciding on a Log in Action


Section 13 - Deciding on a Log in Action

The Login action GOTO<page> takes

the users to their pertinent start page.

The Button action GOTO<page> allows the uses to navigate

to other pages.


Section 13 - Workgroups and Users

Workgroups hold the access rights and the

Users.

Users hold only a name and password.

Select the Users mode from the mode

buttons or menu bar.

To add a Workgroup , right click on an empty

part of the navigator window and select “add

a workgroup” from the menu.

To add a User right click on a workgroup and

select “Add User” from the menu.


Section 13 - Adding Workgroups Exercise

1) Add the following Workgroups and

Users to your Project.

2) Set the Workgroup name as Facilities

Co-ordinators .

3) Set the other parameters as follows :-

PIN Level = 10

Inactivity time = 5

Login action = (leave blank)

4) Start up page, Click choose Start up

page and select the Admin Office

page from the list.



5) Click on the View Tab, Select only Diary and Scheduler for these users to access.

Note, the left hand pane is a list of all available access rights, the right hand pane contains those that the workgroup will have access to. This principal is continued through the remaining Tabs.



6) Click on the Configuration Tab this is a list of engineering tasks that the workgroup can perform.

Use the settings shown opposite.



7) Click on the folders Tab this is a list of the schematic folders that the workgroup can access.Use the settings shown opposite.

8) When finished, click OK

Next we need to add a user to the workgroup that we have just created.



9) Right click on the Facilities Co-ordinators workgroup that you have just created and select “Add User” from the menu.

10) Name the User as Early Shiftand give them a password of Early1

Your new user is now set up and you may access their login page by clicking on their name in the navigator in user mode.



To Edit the Early Shift’s user login page

1) Unfold the navigator and select the

Users Icon

2) Right click on page to enter page config

mode.

3) Edit the Static objects to match those

shown opposite

The ID photos can be found in

963\bmp\trend uni\People

Add a button with the action

CHANGEPASSWORD



4) Add the following Workgroup to your

Project.

5) Set the Workgroup name as Energy

Management .

6) Set the other parameters as follows :-

PIN Level = 10

Inactivity time = 5


7) Start up page, Click choose Start up page

and select the Meters page from the list.



8) Use the settings shown opposite and on the following page for this workgroups rights.

9) The Energy manager has access only to User and Schematics modes of 963

Energy Management View settings



Energy Management Configuration settings

Energy Management Folder settings



10) Right click on the Energy Management workgroup that you have just created and select “Add User” from the menu.

11) Name the User as Energy Managerand give them a password of Energy1

.



12) Edit the Energy Manager ’s user login

page

Edit the Static objects to match those

shown opposite




CHANGEPASSWORD



Add the following Workgroup to your

Project.

Set the Workgroup name as Site

Supervisor

Set the other parameters as follows :-

PIN Level = 90

Inactivity time = 10


Start up page, Click choose Start up

page and select the Trend University

Home page from the list.



Use the settings shown opposite and on the following page for this workgroups rights.

The Site Supervisor has access to all modes of 963 except IQ configuration

Site Supervisor View settings



Site Supervisor Configuration settings Site Supervisor Folder settings



Right click on the Site Supervisor workgroup that you have just created and select “Add User”from the menu.

Name the User as Supervisor

and give them a password of Supervisor1

.



Edit the Supervisor ’s user login page

Edit the Static objects to match those shown

opposite




CHANGEPASSWORD



Add the following Workgroup to your Project.

Set the Workgroup name as Plant

Engineers

Set the other parameters as follows :-

PIN Level = 50

Inactivity time = 10


Start up page, Click choose Start up page

and select the Plant Control Panel page

from the list.



Use the settings shown opposite and on the following page for this workgroups rights.

The Plant Engineers have access to Alarm Viewer as well as the basic Users and Schematic modes

Plant Engineers View settings



Plant Engineers Configuration settings Plant Engineers Folder settings



Right click on the Plant Engineersworkgroup that you have just created and select “Add User” from the menu.

Name the User as Mechanical Engineer

and give them a password of Mech1

.



To Edit the Mechanical Engineer ’s user

login page

Edit the Static objects to match those

shown opposite




CHANGEPASSWORD

When you have finished setting up all the workgroups and users, try logging in as each of them in turn. Notice the different Modes, Folders, buttons etc. available to each group.


Section 13 - Universal Login Page Exercise

Create the Log in buttons as shown

below, also add a Log out button to complete

the page.

If you wanted a single button for all users to Login with, use the action…

LOGINAS <?Please enter your user name to Log in>


Section 14 – The Scheduler

Aims: To enable the engineer to –

� Explain the function of the Scheduler


� Use the scheduler to Auto launch 963 Actions



We can use the 963 to carry out certain actions automatically sometime in the future and

repeat the action if required.

Data recording, synchronising clocks and database backups are some examples of how the

scheduler can be used.

When we configure these actions, they are stored and handled by the 963 Scheduler.



Display a graph of the sensor, then

from the menu bar select Data

recording, then Configure automatic

data recording or right click on a

sensor in Device Viewer and select

the above option from the menu.

After selecting the plotting interval and

the graph type, you will be presented

with the Scheduling options.

To configure auto data recording for a sensor.


Section 14 – Recording a Graph Automatically

Set the time and date of the 1st

recording (ensure set to the future)

Choose the recording interval

options are:

5,10, 15, 30, 60 minutes

12, 24 hour, Weekly, Monthly, Yearly

Choose how many times the recording is to occur

Set the weekdays for recording

Click Next when finished

A dialogue box is shown, it is used to configure when and how many times 963 will record the graph



The last step is a dialogue window giving details about how the recording is configured

Check the recording is set up correctly then click Finish



The programmed recording can be viewed in the Scheduler.

The navigator has filters for selecting which type of actions you want to view.

A New button allows you to configure a new Scheduled event.

Refresh List to view newly created events in the Schedule list.

View and edit scheduled events.


Section 15 – Alarms and Audits

Aims: To enable the operator to -

� Describe the different alarms/events.

� Describe the various ways that Alarms are announced.


� Use the Alarm Panel to acknowledge and Silence an Alarm.

� Interpret Alarm information.

� Perform an Alarm action.



963 version 3 maintains an audit trail of changes that are made which effect system performance; it records who made the change, what the change was and when it occurred.

The changes, or events, can be configured to generate an alarm action to ensure that an attempt to breach security does not go undetected.

The auditing cannot be turned off.

Note that changes made in the IQ configuration through 963 are not logged. Configuration mode can and should be disabled by the System Administrator.

The controllers themselves can be adjusted to raise alarms when any user makes a change.

To ensure maximum security, it is recommended that the PC running 963 be configured prevent unauthorised access both to the PC, and files on it using standard Windows security features.


To perform an Audit on an item right

click on the object in the navigator and

select Show audit info for item .

This opens the list of events associated

with the selected Item.




Adding, removing and editing.Workgroups

Adding, removing and changing the password.Users

Adding, removing and editing.Diary groups

Deleting and editing.Site, LAN, Controller or Item.

Logging in, logging out, when a user is locked out an alarm is reported. Security

Adding, removing and editingScheduled action

Adding, removing and editing.Retransmission

Start up, and shutdown.Program

Adding, removing and editing.Normal times

Changes through the 963-user interface.IQ parameters

Adding, removing and editing.Exceptions

Automatic downloads.Diary Downloads

Any automatic data recording function also raises events on success and failure.Automatic data recording

Adding, removing and editing.Alarm Groups

Adding, removing and editing.Alarm Filters

Event LoggedEvent LoggedEvent LoggedEvent LoggedAreaAreaAreaArea


Section 15 – Alarms Configuration

Before Alarms can be received at the 963, the

rest of the system must be set up to deliver

them !

Modules capable of sending alarms need have

their alarms enabled . This allows the alarms

to be sent to the controllers Alarm log.

Using 963 in Config. Mode, we can enable

alarms points in IQ1 and IQ2 controllers, for

IQ3 controllers this will open the Web pages.

When connected to the IQ3 LAN via 20mA

LAN, we can only make these changes

using Device Viewer Mode.


Section 15 – Alarms Configuration - Exercise

Check that the alarms are enabled within the following modules :– S1 to S6 and I1 to I4.

1) Go to the Device Viewer,

right click on the module

and select Edit Item from

the Menu. This will display

the Adjustment template for

the module.

2) Right click on the module

you want to enable and

select Adjust Point

3) You will be prompted to

enter a new value,

I = On and O = Off



You may find that some parameters are missing from the Adjustment Module Template, not all parameters are included in all versions of 963 !

You can change what is

displayed in these windows by

editing the Template file,

using Notepad.

Using Windows Explorer,

Navigate to the 963 Template

folder, the Adjustment Module

Templates are listed by

Module Letter i.e. S = Sensors

K= Knobs etc.

There are two sets of

templates, the folder labelled

q holds the templates for

IQ3s



You can add or remove parameters that are displayed in the Adjustment Modules. The syntax used is as show here.



We have now enabled Alarms for the Sensors and Digital inputs but they will only go as far as the controllers Alarm buffer.

We still need to configure the Alarm Address in the controller, this tells the controller where to send alarms, in this case the 963 on our desk.

In the Trend University project we have setup a button with a Script to do this for us.

Go to the Alarm Destination Schematic page (in the Controller folder) ?



You can see, from the data on this page, that there is a

mismatch between the alarm address in the controller and

the address of the 963.

We have a Script attached to a button, which will send the 963 address to the

controller.

SEND L0O24e1(A=<CNC>)

Click on the button to set the alarm address for your controller. The Alarms can now

reach the 963.

Congratulations, you have just setup the alarm handling for your network !


Section 15 – Alarms Overview

The alarm is received at the 963, from the controllers

via the network.

The 963 has optional Alarm Panels with Filters to

catch various alarms.

The incoming Alarm is checked against each filter,

until it finds a match, the panel is then displayed.

Alarms are..

Logged to the SQL database. i96x_data.mdf

and can also trigger other actions in 963 and be

retransmitted to a printer, mobile phone, e-mail

address or another 963


Section 15 – Setting up Alarm Notification

To Configure Alarm handling in 963 the

process consists of 3 steps.

Engineer Filters to catch particular Alarms

Engineer Alarm Groups with required

Alarm Actions and Alarm Panel options

Link Filters to Alarm Groups


Section 15 – Creating Filters

Right click on Alarm Filters in the Navigator,

then select Create a new Filter, from the

Menu.

The Filter editor is where the Filter criteria

are set up, LAN, OS, Alarm Codes etc.

Clicking in a criteria field will show all options

available, in the Suggested Items pane.

You can test your filter for matching points

and matching alarms.


Section 15 – Filter Criteria Options

Tele - Site Telephone numbers or IP address

LAN - Specify LAN numbers

OS - Specify device addresses

Alarm code - Specify unique four letter alarm codes associated with each different type of

alarm e.g. HIGH, CHIH, OUTL

Module code or Item Label - Specify module configuration code e.g. S1, D1 or S1,

alternatively specify a matching label used by IQ modules e.g.

“ AHU Supply Temp” or “*Supply Temp*”

Text of alarm description - Specify unique alarm text associated with each different type of

alarm e.g. Sensor Fail , Digin On Occurred

Alarm priority - New alarm priority levels associated with new Alarm Strategy modules in

ver3 firmware. Range 255 to 0

255 = High 0=Low


Section 15 – Creating Filters, 963 Help

1) Use the 963 Help to find lists of alarm

codes that can be filtered by the 963.

2) Click Help on the menu bar, select the

Engineering Manual.

3) Use the Search feature to look for

Alarm codes .

4) There are 2 types of Alarm code that

we can filter, External and Internal.

5) Read each of the help sections for an

explanation of the various alarms.


Section 15 – Filter Examples

This Filter will catch alarms from all parts

of the system because the * wildcard has

been used in these fields.

The Alarm code CONL has been used in

this field so only Controller On Line alarms

will be caught.



This Filter will catch alarms only from

Outstations addressed as 24.

The Alarm codes ADJU and ADJF are

internal 963 alarms, the K* specifies any

Knob.

So this Filter will catch only adjustments

made to Knobs on outstations

addressed as 24.



This Filter will catch all Readback

alarms from drivers with pump in the

label.

The alarm code SDGT and CDGT catch

the Readback alarms.

The “*pump*” item label refines the

filter so that only items with pump in the

label are filtered

Don’t forget label matching needs to be

in “ “ and is case sensitive.


Section 15 – Creating Filters – Paper Exercise

1) Set up a filter that will catch Sensor

failed alarms from “Room Temperature”

sensors anywhere on the system.

2) Set up a filter that will catch Driver

Maintenance alarms for any “Boiler”

controlled by outstations 15 and 16 on

LAN 11


Section 15 – Filter Exercise

We are now going to create some filters for the Spo rts complex project.

Try creating the following filters :-

1) Alarm Filter 1 – to catch any Alarm from digital input 1 on your controller, Label the Filter “

Emergency Call Alarms.

2) Alarm Filter 2 – to catch any Alarm from a Pressurisation unit, Label the Filter “Digital Plant

Alarms.

3) Alarm Filter 3 – to catch any Alarms from Space temperature sensors, give the filter a

suitable label.

4) Alarm Filter 4 – to catch any Alarms from Plant temperature sensors, give the filter a

suitable label.


Section 15 – Creating Alarm Groups

The Alarm Group editor is

where the group properties

are set up.

The first tab sets the

properties for the Alarm

Panel and for any action that

we want to trigger when the

group catches an alarm.

Right click on Alarm groups in the Navigator, then select add

Group, from the Menu.


Section 15 – Creating Alarm Groups

Give the Group a pertinent name.

Set up a 963 server action, this

can be any of the standard

actions. This action can also be

linked into a diary group, so that a

different out of occupation action

could be engineered.

Enable the Alarm Panel, set

colour, beep and set a action for

the action button.


Section 15 – Alarm Groups

The Alarm to Workgroup Set up allows an alarm action in addition to the alarm panel to be

carried out if certain operators are logged in as either 963 Clients or to the 963 Server.

Specify the logged in Workgroups

to be informed.

Set up an additional alarm Action

(will only be performed if a

specified workgroup is logged in).

Choose a specific colour to

attach a coloured flag to the

Client Alarm.



The Print Options Tab allows alarm Printing to be configured.

Enable or Disable Alarm printing

for each alarm group.

Specify what needs printing by editing the contents, i.e. add your own text or the 963 alarm variables e.g. <LABEL>

Define a specified printer for this alarm group (select the printer from. a list that have been configured on the PC Windows -Settings - Printers



The Filters Tab allows

you to select which

Alarm Filters will trigger

this Alarm Group.

The Alarm Filtersthat have been

selected to trigger this Alarm Group.

The list of all available Alarm Filters that have been configured.


Section 15 – Alarm Groups Exercise

Create the Emergency Call Alarm Group with the settings shown on this and the next page.



Create the Plant Alarms Group with the settings shown on this and the next page.



Create the Space Temperature Alarms Group with the settings shown on this and the next page.


Section 15 – Alarm Lookup Table

963 Can be set to auto action alarms by editing the ‘Alarm Codes’ table.

Go to the Alarm Viewer.

Click on the Setup tab.

Click on the button labelled Alarm Codes , this will display the Alarm Codes lookup table.

Identify the alarm you wish 963 to Auto Action and set the alarmRequiresAction value to a T(rue) or F(alse).

If the S2.ini file is edited and the following is added,

[ALARMS]

HideAutoAction=1

The alarms that are then set up to be ‘Auto Actioned’ are also hidden in 963 (they do not appear in Incoming Alarms etc... however they are still logged as historical alarms in the Alarm Viewer)


Section 15 – Writing Alarms to a Separate Log.

If you need to store alarms or any data or comments in a separate file in addition to the

i96x_data.mdf file.

Use the WRITETOTEXTFILE action, this can be used to write messages to a .TXT file.

To use the WRITETOTEXTFILE action can be used with:Schematic ActionsEvent SchedulerScript Files

The action needs to be set up in the following format: -

WRITETOTEXTFILE C: \Alarms\boiler house.txt, <ALLLA BELS>

The above example will write all labels for an alarm or alarms into a text file labelled ‘boiler

house.txt’ located in the C:\Alarms directory.

Note the directory must exist first.

By default any new alarms will be added to the file.

To overwrite the file each time add ||1 to the end of the action.

Example WRITETOTEXTFILE C: \Alarms\boiler house.txt, <ALLLA BELS>||1


The ‘print’ field can be comprised of text or part of the alarm message, the actions on the

following page, can be used to extract information from the alarm:

E.g. “An alarm has occurred from <LABEL> at <TIME> from device <OS> <LAN>”

Note these Alarm Variables can also be used in other 963 actions e.g. WRITETOTEXTFILE,

MESSAGE, SEND etc....

Section 15 – Alarm Variables <.......>

<ALARMDESC> Alarm description e.g. SENSOR FAIL OCCUR RED

<LABEL> Item label e.g. Outside Air Temp

<MODULE> Module code

<ALARMCODE> Standard Trend code e.g. OUTL

<LAN> LAN number

<OS> Outstation number

<OSLABEL> Outstation Label - from device view

<TIME> Time of occurred alarm

<ALL> Displays all the above data

<ALLLABELS> Displays only labels from the alarm

<SITE> Label of site

<NEWLINE> Adds a new line to the message

<TAB> Puts a tab break in the message

<LANLABEL> Label of LAN from 963 Device Viewer

<ALARMGROUP> Inserts the label of the alarm group th at the alarm matches.


Section 16- Alarm Retransmission

Aims: To enable the engineer to -

� Retransmit an alarm to a second 963 over the Trend LAN,

� Notify an operator that a retransmitted alarm has arrived.

� Use the REMOTE action.


� Retransmit an alarm to a 963 supervisor.

� Send a message or display a schematic page on a remote 963 using the REMOTE action.


Section 16- How do I Retransmit an Alarm ?

When setting up alarm retransmission the following needs to be decided -

1) WHERE to retransmit the alarm.

2) WHICH alarms need to be retransmitted.

3) WHAT details of the alarm need to be retransmitted.

963 has two stages that need to be set up when alarm retransmission is

engineered.

Step 1 (WHERE)

Set up all the ‘Retransmission Destinations’, i.e. Set up details for each target

(e-mail, mobile phone, printer etc...) that alarms are going to be sent to.

Step 2 (WHICH and WHAT)

Edit the alarm groups and set them up with a RETRANSMISSION action and

a ‘Retransmission Destination’


Section 16- Retransmit Destination

Right click on All retransmission

destinations icon, then select Create a

new retransmission destination.

This displays the retransmission editor.



Give the retransmission group a pertinent label, this is important for linking the Alarm Destination Details to the appropriate Alarm Group (more later)

Click on the dropdown button and select the type of retransmission.

Set the number of retries as required.

Retry interval time (minutes)

Set an alternative retransmission destination (the alarm would be retransmitted here after the number of retry attempts has been exceeded).


Section 16- Batching Alarms for Retransmission

Maximum Batch’ is used where alarm retransmission is used for multiple target destinations. It is designed to be used if a continued stream of alarms arrive, by setting a batch size e.g. 10 it will retransmit ten alarms to the first site then the same ten to a second site and so on, then retransmit the next batch.

Wait until the hours defined in this diary group before sending any pending alarms - This is used for grouping together non urgent alarms and retransmitting them later during a certain time period when the network is not so busy


Section 16- Retransmission to a 945,962 or 963

Set the target retransmission address and LAN number and Telephone number (if retransmitting to a 963 on Ethernet then set this up to the Virtual CNC address of the EINC).

Set the type of destination to Free format.

Extra text field for appended message. Leave this empty as it causes the information on the receiving Supervisor to be displaced.

Timeout must be set to at least 2000 (milliseconds)


Section 16– Exercise - Alarm Retransmission

1) Use the device Viewer to find the addresses of the 963 Supervisors.

Work as a pair using one 963 to send the alarms and one to receive.

2) On the 963 that is going to send the alarms return to the Alarm View and create a new

Retransmission Destination labelled ‘Darkside 963’

Type of retransmission - ‘Free format’

Number of retries - 3

Interval between retries - 1 minute

3) Set the alarms to go to the other 963 supervisor address and LAN.

4) Don’t add any additional text (as we are going retransmit all the information we need in the

main message field).

5) Timeout set to - 5000 milliseconds.


Section 16- Alarm Retransmission Exercise

It is possible to Send a test message to check that the destination details are configured

correctly.

6) Click on the Send Test Message button .

7) Go to the Alarm View on the receiving 963 Supervisor and check the Incoming Alarms

window.

8) If the test message has been received, Click on OK to save. If not ask your tutor.



Right click on the appropriate alarm group,. Select Edit

This displays the alarm group editor, Click to choose an action of RETRANSMIT , you will be

given a list of possible destinations for the retransmission.



Make your selection from the list.

In this case we are have only one

destination, but you need to select it.

Any text within the < > (message field)

will be replaced with data from the

system e.g. <CNC> <LAN>


Section 16– Exercise - Alarm Retransmission

This exercise will demonstrate retransmission of Se nsor alarms using the <ALL>

variable and the I1 alarms using the <963CODED> var iable.

The main objective of this exercise is to demonstrate the difference in how the alarm

information is formatted using the 2 different variables.

Still working in the same pairs, check that the alarm destinations are set up.

1) Edit the Space Temperature Alarms Group and set the Server action to retransmit to

your partners PC. The message field is important because what is set up here will be

sent to the other 963. Set the alarm up to send <ALL>

2) Test, that the Alarms are retransmitted OK.

3) Set up the Emergency Call Alarm to be retransmitted using the <963CODED>

variable. Note the difference in how the information is presented on the receiving 963.

4) On the Darkside 963, engineer an alarm panel to catch the incoming retransmissions.


Section 16- Retransmit to SMTP e-mail

Select E-mail via SMTP (Simple Mail Transport Protocol). This then allows specific parameters to be set up for this type of retransmission.

Set up target e-mail addresses and e-mail address for the 963 (so that the recipient knows where the E-Mail has come from).

Text for the ‘subject’ and message fields. These are then sent as the ‘subject’ and the e-mail message.

Enter the name of the server for the buildings e-mail network. Also specify the SMTP server port umber - normally this is set to 25


Section 16- Retransmission to a Printer

Set the type of destination to ‘Trend text message (PNC...)

Set the target retransmission autodial number, address and LAN number.

Extra text field for appended message.

Set up any retry or retransmission failure actions.


Section 16- Retransmission to a Printer

To retransmit alarm information to a PNC the message format needs to be <FORPNC>.

E.g. RETRANSMIT 3,(Alarm printer),<FORPNC>

This will automatically configure your alarms to be printed in the following format: -

<LABEL><TAB><ALARMDESC><TAB><TIME>

Site: <SITE><TAB>LAN: <LANLABEL><TAB>OS: <OSLABEL>

<TELE>L<LAN>O<OS> <MODULE> <ALARMCODE>


Section 16- Retransmission to Multiple Addresses

Set up your ‘Alarm Retransmission Destination’ details for each target destination.

E.g. Bureau 963

Duty Engineer Mobile

Security Printer

Create an Alarm Group for each target destination with a Retransmit Action.

Link the required alarm filters to each alarm group (use the same filters in each Alarm Group).


Section 16- The REMOTE action

The REMOTE action can be used to send messages and actions to other 963s.

Set up a ‘New Static Object’ with the REMOTE action,

Some examples are :-

REMOTE L0O67 GOTO Pages\Sports Complex Plant\Sports Boilers.tss

This would action the 963 at address 7 to display the Sports Boilers page.

REMOTE L0O4 MSG Hello, can you reset AHU frost trip !

This would display an popup message box on the remote 963, it can also be used for instant messaging between 963’s by using the example overleaf.

Note: The MSG action message is limited to a maximu m of 80 characters.


Section 18 – Projects and Backing Up

Aims: To introduce the engineer to -

� Configuring 963 to run with numerous projects

� Using 963 to Archive and Backup the database file.


� Describe how to set up 963 to engineer several projects on a PC with one 963 License.

� Describe the ARCHIVEDATA and BACKUPDB actions.


Section 18 – Several Projects on one 963 License

It is Possible to work with a number of 963 projects on one PC. This is particularly useful for

service and project work.

To enable project handling, edit the following setting in the S2.INI file.

With this option configured, 963 will access the S2.exe file,

then display a standard windows browser allowing you to

navigate to the desired project.


1) Shut down 963 and using Windows explorer, navigate to the 963 directory.

2) Locate the S2.INI file and open it with Notepad.

3) Locate the [EXTRA] section of the file and ensure there is a line that reads exactly as

follows :- SelectProjectDir=1

Section 18 –Projects Mode Exercise


4) Restart 963.

5) You will be presented with a browser window.

6) Navigate to the require 963 project, then click OK.

7) Your 963 will now open with the selected project.

Section 18 –Projects Mode Exercise


Section 18 – The 963 Project Backup

If using Project mode or taking Site backups, which folders and files do you need?

All the supporting folders (i.e. pictures, animations, pages, scripts, etc).

The i96x_data.mdf & i96x_log.ldf from the database folder

The tcommsrv.ini & s2.ini from the main 963 folder.

If the databases have been archived & the archives are still needed, there are usually 3 files for each archive in the main 963 folder,

xxxxxx.ldf,

xxxxxx.mdf

xxxxxx.ndf


Section 18 – The 963 Database

In versions of 963 prior to version 2.0, there were 5 different databases that were used to store information:

S2.MDB

S2Actionscheduler.MDB

S2Alarms.MDB

S2Comms.MDB

S2DataLogger.MDB

These files used the Microsoft Access database format.

Since version 2.0, 963 uses Microsoft SQL Server based technology. The database server provided with the 963 installation is SQL Server operating in Mixed (SQL) mode and supports database sizes up to 6 GB.

Four of the five database files of earlier versions have now been merged into one single database (i96x_data.mdf ) containing all 963 data, while one is now obsolete (S2Comms.mdb).


Section 18 – The 963 Database

Archive Backup


Section 18 – Archiving the Database

The ARCHIVEDATA action allows historic data (graph data, recorded schematics and alarms) within the supervisor to be archived to an internal or external file location. The data that you archive can either be deleted from the 963’s database (Cut) or kept in the database (Copied).

Any archived graph data can be played back using the Load recorded data option in the Graph Window.

Any archived schematic data can be played back using the View recorded data option on the Data Recording menu.

The archived file is saved with a .mdf file extension and by default is time and date stamped.

The ARCHIVEDATA action can be used in :-

Schematic Actions

Event Scheduler

Script Files


Section 18 Exercise – Archiving the Database

To Archive the database.

1) From the Database menu, select Archive Data.

This will open the Save as dialogue.

The default for the file name uses some of the 963 variables that have been covered in the course.

<DATA> finds where 963 is installed, <PCDATE> adds a date stamp and <PCTIME> adds a time stamp.

There are options to choose a different file location and to restore the default file name.

2) Click Next


Section 18 – Archiving the Database

3) You can now choose a date range for the archived data.

4) Finally decide whether you want to delete the archived data from the working database or not.

Put simply, this means…Click Yes if you want to CUT the data from the database, Click No if you want to COPY the data from the database.


Section 18 – Backing up the Database

The BACKUPDB action creates a copy of the database for use in the event of system failure.

The Backup file is saved with a .dat file extension and by default, is time and date stamped in the same way as the Archive file.

Note that the database can only be backed up to a local drive unless 963 has been correctly configured to backup to a network location, and the PC running 963 must be logged on to the network using the network user name specified during that configuration process. An alternative to this is to backup the files locally, and then copy the files created to the required remote location using Windows explorer.

The BACKUPDB action can be used in :-

Schematic Actions

Event Scheduler

Script Files

X



To Create a backup.

1) From the Database menu, select Properties.

2) This will open the Database Properties window.

Click Back up database .


The dialogue box changes to


3) The Backup Database dialogue box is displayed, read the message and then click Next.

The default is to back up the file to the directory in which 963 is installed, the filename is trend96X and it includes the date and time.

4) The location of the file can be specified by clicking Choose file location

To return to the default settings click Generate default file name

5) Click Finish .

6) When the backup is complete the 963 dialogue box is displayed.



The Backup that is created is for use in disaster recovery.

It can be used to re-create a 963 database following a pc crash.

To re-create a 963 database,

1) From the Database menu, select Properties.

2) This will open the Database Properties window.

3) Tick the Restore database .. Option

4) You will then be prompted to restart 963 and select the backup that you wish to use for the re-creation of the database.

963 v3_rev3 eng

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