Rockwell Automation 9307 User Manual

Download

User Manual

PUBLICATION FTEM-UM002A-EN-P – JANUARY 2014

INTEGRATED PRODUCTION & PERFORMANCE SUITE

Asset Management

FactoryTalk EnergyMetrix Software

Contact Rockwell Customer Support Telephone — 1.440.646.3434

Online Support — http://www.rockwellautomation.com/support/

This document and any accompanying Rockwell Software products are copyrighted by Rockwell Automation Technologies, Inc. Any reproduction and/or distribution without prior written consent from Rockwell Automation Technologies, Inc. is stri ctly prohibited. Please refer to the license agreement for details.

Trademark Notices Allen-Bradley, ControlLogix, eProcedure, FactoryTalk, Rockwell Automation, Rockwell Software,

RSLinx, RSView, RSLinx Classic, RSLogix 5, RSLogix 500, RSLogix 5000, RSNetworx for ControlNet, RSNetworx for DeviceNet, RSPower32, RSSql, RSView32, INTERCHANGE, PLC, PLC-2, PLC-3, PLC-5, Data Highway Plus, DH+, ControlLogix, MicroLogix, PLC-5/20E, PLC-5/40E, PLC-5/ 80E, SLC, and SLC 500 are trademarks of Rockwell Automation, Inc.

Other Trademarks Trademarks not belonging to Rockwell Automation are property of their respective companies.

Warranty This product is warranted in accordance with the product license. The product’s performance may be

affected by system configuration, the application being performed, operator control, maintenance, and other related factors. Rockwell Automation is not responsible for these intervening factors. The instructions in this document do not cover all the details or variations in the equipment, procedure, or process described, nor do they provide directions for meeting every possible contingency during installation, operation, or maintenance. This product’s implementation may vary among users.

This document is current as of the time of release of the product; however, the accompanying software may have changed since the release. Rockwell Automation, Inc. reserves the right to change any information contained in this document or the software at anytime without prior noti ce. It is your responsibility to obtain the most current information available from Rockwell when installing or using this product.

Publication Number: FTEM-UM002A-EN-P January, 2014

CONTENTS

Chapter 1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Features and Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

FactoryTalk EnergyMetrix Software Components . . . . . . . . . . . . . . . . . . . . 9

Chapter 2 FactoryTalk EnergyMetrix Web Interface Tour . . . . . . . . . . . . . . . . . . . 15

System Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Meters Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Reports Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Custom Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Chapter 3 Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Contents of Installation DVD. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Client Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Client Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Installation (64-bit) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Installation (32-bit) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Activate FactoryTalk EnergyMetrix Software . . . . . . . . . . . . . . . . . . . . . . 47

Chapter 4 Set up Your System Architecture. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Set up a New Group or Domain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Roles and Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Overview of Privileges. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Set up Devices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Set up a Meter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72

Set up a Meter Tag. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Automatic Data Repopulation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Chapter 5 Visualize Energy Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

View a Trend Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

View a Calendar trend . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

FactoryTalk EnergyMetrix Software

Set up a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Run Reports Automatically. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Set up a Billing Rate Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Set-up Alarming. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Chapter 6 How to Set up a Personalized Start Page . . . . . . . . . . . . . . . . . . . . . . 151

Selections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

My Start Page Custom Pages Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

My Start Page Meters Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

My Start Page Reports Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154

Chapter 7 RT (Real Time) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Client Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Overview of the RT User Interface. . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

PM5000 Device Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

PM5000 Device Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Chapter 8 ChartsPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

ChartsPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Client Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Start ChartsPlus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188

Create a New Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Set up a ChartsPlus Trend Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Set up an Overlay Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191

Change Appearance of Charts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193

How to use X-Y Charting and Targeting . . . . . . . . . . . . . . . . . . . . . . . . 198

Chapter 9 ReportsPlus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Efficiency Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205

Electrical Summary Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207

Load Factor Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Power Factor Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210

Multi-purpose Reports. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212

Create an MPR Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217

Configure an MPR Object. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218

Populate the MPR with Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Contents

Configure the Report Object . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221

Add a Report Object to the MPR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222

Run the MPR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 224

Selecting Groups and Meters in the MPR. . . . . . . . . . . . . . . . . . . . . . . . 226

Use the MPR for Cost Allocation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

The MPR Object Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Sample MPR Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280

Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 285

How to Administer FactoryTalk EnergyMetrix Software . . . . . . . . . . . . . . 285

Configure Program Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290

Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293

RSLinx Classic Software on 64-bit Server Tips . . . . . . . . . . . . . . . . . . . . 294

Fiscal Calendars. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300

Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303

Contacting Rockwell Automation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 320

More Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329

FactoryTalk EnergyMetrix Software

Notes:

Overview

Features and Benefits

HAPTER

FactoryTalk® EnergyMetrix softwear is a modular, scalable, web-enabled, client/server energy information, and management application. It connects energy-related data sources to a Microsoft SQL database and presents energy information in ways that enable you to monitor and manage your energy use to maximize the value of your enterprise.

FactoryTalk EnergyMetrix is built by using Microsoft.NET

technology, ensuring the

highest level of quality, reliability and compatibility now and in the future.

FactoryT alk EnergyMetrix is sophisticated web-enabled ener gy management software that puts critical energy information at your desktop. The FactoryTalk EnergyMetrix Software Suite combines data communication, client-server applications, and Microsoft’ s advanced.NET web technology to provide you with a complete energy manageme nt solution. FactoryTalk EnergyMetrix captures, analyzes, stores, and shares energy data across your entire enterprise. Using a simple web browser, your energy information can now be available on your company’s LAN or WAN, presenting you with the knowledge necessary to optimize your energy consumption. The net result- improved productivity and lower energy costs.

FactoryTalk EnergyMetrix software helps managers and engineers solve the ever growing energy related challenges. With FactoryTalk EnergyMetrix software, you can do the following:

 Correlate energy costs to production costs  Provide accurate cost accounting based on consumption  Generate energy reports and charts for a process, a department, a facility or an

enterprise

 Optimize energy procurement and negotiate better rates  Make decisions on electrical capacity  Avoid unscheduled shutdowns  Procure and analyze energy information with minimum capital investment  Provide energy data into FactoryTalk VantagePoint for integrating with other

enterprise data sources

FactoryTalk EnergyMetrix Software

FactoryTalk EnergyMetrix software helps you connect to metering points right from your desktop PC.

 Connect to Allen-Bradley power monitors and other devices through RSLinx Classic

Lite: RS232, RS-485, Ethernet, DeviceNet, RIO pass-thru (RSLinx Classic Lite is included).

 Connects to FactoryTalk Live Data server on an Ethernet network.  Connect to third party meters and controllers through OPC; more than ten meters

requires the FTEMOPC option.

 RSLinx Classic (OEM, Pro or Gateway) OPC supports native Logix tag addressing.

FactoryTalk EnergyMetrix software provides easy and flexible configuration.

 Configure Electricity, gas, water, and steam meters or any energy or production

related inputs.

 Configure Manual Meters for manual data entry.  Configure user defined data sources such as PLC-5, SLC 500 or OPC servers.  Set up a meaningful system architecture with the ability to do the following:

 Name devices  Name groups and domains  Manage access by users through security  Create sub-groups

 Share meters among multiple groups for cost allocation  Set-up and change meter configuration values remotely.  Multi-level password protection and privileges.

FactoryTalk EnergyMetrix software is a powerful load profiling, cost allocation, and billing analysis tool.

 Log usage, cost and power quality data  V iew any parameter in real time  Create historical trend reports and charts  View historical trending of individual meters and groups and save tabular data for

further processing and analysis

 Establish consumption baseline  Create custom rate plans by using the rate plan menu and line item scripting with user

defined time of use periods

 Assign rate plans to meters or groups of meters  Import and export rate schedules in XML format

1 • Overview

 Create and print daily or monthly cost and billing reports by:

 Meter

 Business group

 Department

 Site  Create energy budgets and forecasts  Compare and contrast alternative utility rates; do ‘what-if’ for other rate structures  Print and store all reports and charts

FactoryTalk EnergyMetrix software is a sophisticated power quality analysis tool

 Overlay waveforms to correlate phase to phase relationships  Plot Transients, Surges, and Sags on ITI (CBEMA Curves)  Display Harmonics. THD, K-factor, Crest Factor, and Vector Diagrams  Generate Power Quality charts and reports  PowerQuality data is automatically logged in FactoryT alk Ener gyMetrix software and

then it clears the queue FactoryTalk EnergyMetrix software generates alarms

 Triggered by

 System anomalies

 Power quality event

 User predefined conditions  Workstation alarms  E-mail alarms

FactoryTalk EnergyMetrix Software Components

This section describes the components of the software.

License Options

FactoryTalk EnergyMetrix software is a scalable, modular software application. Its components and capabilities are determined by the licenses purchased and installed by the user. Licenses are installed by means of FactoryTalk Activation.

The table below shows the component type and, if applicable, the number of meters supported. There is no limit on the number of users. It is the customer's responsibility to observe the requirements of software licenses.

The Manager license is required for use of the software, and includes 10 meters which can be any combination of RSLinx software and 3rd-party OPC meters. Additional meter licenses can be purchased in 10-, 50, 100- and 500- meter sets. The FTEMOPC 3rd-party OPC option enables 3rd-party OPC connectivity to all licensed meters.

FactoryTalk EnergyMetrix Software

If you are upgrading from an existing installation of RSEnergyMetrix software, your existing licenses are supported, including existing meter counts.

FactoryTalk EnergyMetrix software only supports FactoryTalk Activation. If you plan to upgrade from an installation of RSEnergyMetrix that uses EVRSI Master Disk activation, please contact Rockwell Automation customer service to convert to FT Activation.

Component Type Maximum Meter Count

FTEM Manager, includes 10 RSLinx or OPC meters 10 FTEM10 10-meter option, RSLinx 10 FTEM50 50-meter option, RSLinx 50 FTEM100 100-meter option, RSLinx 100 FTEM500 500-meter option, RSLinx 500 FTEMOPC 3rd-party OPC client for all licensed meters N/A FTEMRT Real Time option N/A FTEMRPT ReportsPlus option N/A FTEMCHT ChartsPlus option N/A Microsoft SQL Server bundle - 1 client license option N/A Microsoft SQL Server bundle - processor license option N/A

Contact your Rockwell Automation representative for information on the meter and option packages listed above.

Manager

Manager is the core data logging and reporting engine. Use Manager to organize your enterprise's energy architecture, connect to up to ten Allen-Bradley or 3rd party power monitors and programmable controllers, log energy data and view energy information. Manager can report your energy usage by department or cost center, display load and demand profiles, and correlate energy costs per unit of manufacturing out put. It includes a flexible energy rate schedule that enables you to replicate utility bills or generate internal energy billing.

Microsoft Internet Explorer browser is used to access and configure Manager. FactoryTalk EnergyMetrix Manager is a required component.

RT (RealTime)

Use FactoryTalk EnergyMetrix RT (RealTime) to configure Allen-Bradley power monitors and display their real-time data and power quality information. RT is a Click Once software application installed with FactoryTalk EnergyMetrix software that requires a separate activation. Once activated, RT device configuration and device viewer links become operational from device setup pages and the RT device viewer links becomes operational meter pages.

1 • Overview

Use Microsoft Internet Explorer to interact with RT. R T complements Manager's data logging, cost allocation, profiling and reporting functions

by allowing you to configure power monitors and to vi ew, print, and save data from power monitors. With RT, you can:

 Download and upload power monitor configurations and save the configurations to

the database

 V iew and print all of the real-time parameters in power monitor  Manually capture oscillographs and view, print and save automatically captured

oscillographs

 View, save, and print all of the data logs in the power monitor

ChartsPlus

ChartsPlus is an optional package that offers extensive custom charting capabilities. ChartsPlus is a Microsoft ClickOnce application that downloads and runs on the client computer. Its look and feel is that of a traditional Windows application rather than a web application. ChartsPlus is included in FactoryTalk EnergyMetrix software and requires a separate activation.

ChartsPlus provides you with the ability to create customized graphical views of your energy data. Some of the possibilities include:

Enhanced Trend

Plots up to 8 variables with a lot of flexibility. Different time ranges can be selected for each variable and you can select various summary methods for each variable (for example, you can plot the average Monday for one variable vs. a specific Monday for the same variable or another variable). Also, the chart control itself has many built-in functions such as zoom, scroll, print, export, and user customization.

X-Y Trend

Plots one dependent variable against up to 3 independent variables, plots a linear least squares regression line along with targeting and CUSUM analysis.

Enhanced Calendar Trend

Same as standard Calendar Trend but can overlay different months and multiple variables.

Load Factor Chart

Plots a trend of load factor over a one-month period as well as daily min, max, and average demand.

FactoryTalk EnergyMetrix Software

Overlay Chart

Graphically displays a tag value with user-definable overlays.

ReportsPlus

ReportsPlus provides you a package of enhanced reports in addition to the standard reports included in Manager.

ReportsPlus reports are set up and viewed in the same way as standard Manager reports and can be configured to automatically run on a schedule and optionally send the report output to one or more email addresses.

ReportsPlus reports can be identified by their distinctive icon in the report list. You can choose the report output type among PDF (the default), Microsoft Excel, HTML, Rich Text Format (RTF), or Tagged Image File Format (TIFF).

ChartsPlus is best viewed with a Windows appearance scheme with standard sized fonts. Windows appearance schemes wi th large or extra large fonts may distort the appearance of ChartsPlus.

The additional reports included in ReportsPlus include:

Multi-purpose Report

The Multi-purpose Report (MPR) supports a free-form type of report output that is driven by script code stored in a Multi-Purpose Report Script.

Efficiency Report

The purpose of this report is to give you information on the ‘energy efficiency’ of part or all of your process, plant or enterprise. You will be able to define an efficiency equation and then execute the equation over a period of time and a group of meters. Examples of how this report can be used are:

 Calculating efficiency of a boiler system based on BTU of gas consumed versus steam

produced

 Calculating production efficiency of a batch manufacturing line by calculating tons of

product versus energy consumed

1 • Overview

The efficiency report will calculate not only average efficiency over the selected time range, but also snapshots of the efficiency during the range at user-specified intervals. Report output will be graphical and tabular, with a graph of efficiency versus time. The efficiency report is based on a simple Rate Schedule script.

Load Factor Report

The Load Factor report lists minimum, average and peak real power demand, load factor and time of peak demand. You can select Meters to include in the report, as well as the report date range and calculation intervals. The report output contains a tabular report and a graphical chart.

Power Factor Report

The Power Factor report lists real energy net, reactive energy net, and power factor (which is calculated from the real energy and reactive energy values) for selected meters for a selected date range divided into specified calculation intervals (hours, days, or months). Report output is tabular with a chart of power factor on the first page.

For this report to function, the selected meters or groups must be logging Real Energy Net and Reactive Energy Net.

Electrical Summary Report

The Electrical Summary report lists various electrical summary values for selected meters for the selected date and time period. These summaries are:

 Total Energy kWh, kVARh and kVAh  Average Demand for kW, kVAR and kVA  Load Factor for kW and kVA  Min and Max values for kW, kVAR, kVA and Power Factor and the date/time they

occurred along with the coincident values for the other parameters. The selected meters must be logging the relevant data in order for it to show up on the

report (for example, if Real Power Demand is not logged then there will be no kW figures on the report). Power Factor is calculated from any two of the other three parameters (kW, kVAR, kVA).

FTEMOPC 3rd party Connectivity Option

FactoryTalk EnergyMetrix OPC enables Manager to collect data from third-party energy data sources through an OPC server that you provide. FTEMOPC enables OPC client support for all licensed meters.

The FTEMOPC option alone does not enable operation of FactoryTalk EnergyMetrix software. A Manager license must be installed. For more information about 3rd party OPC drivers, follow the Rockwell Software Preferred Server Program link.

Internet

FactoryTalk EnergyMetrix Software

Notes:

FactoryTalk EnergyMetrix Web Interface Tour

To access the FactoryTalk EnergyMetrix web page, browse to the following address:

http://<FactoryTalk EnergyMetrix server machine name or IP address>/

FTEnergyMetrix

After you log in, the client desktop appears. On the left is the navigation tree. On the right is the detail pane.

HAPTER

FactoryTalk EnergyMetrix Software

System Tab

The System tab in the navigation tree contains a number of folders and links that provide access to setup items such as Devices, Groups, security settings (Roles and Users), Rate Schedules, and Multi-Purpose Report Scripts, as well as links to the System Status, My User Settings, Unit Setup, Configuration, System Configuration Report, and About pages.

System Status

Click the System Status link in the System tab to view alarms, device communication status and other system-level information.

Alarms

The alarms tab provides a view of active and logged alarms. You can select the time range of alarms to view by selecting a radio button.

2 • FactoryTalk EnergyMetrix Web Interface Tour

Device Communication Errors

This screen displays by default a list of device communication errors since your last login. You can also select other error ranges.

For example, let's look at all errors:

Click on a Device Name link to expand to a detailed list of communication errors associated with the Device.

You can purge errors for individual devices or click the Purge All button and confirm to purge errors associated with all Devices.

Application Statistics

This tab provides information on the current number of system users and when the system was last restarted among other information.

FactoryTalk EnergyMetrix Software

User Monitor

This tab shows a list of users that are currently logged in to the system.

Groups

Click the Group link in the System tab to view the groups that have been set up. A Group is a named collection of Devices and Meters that represents a subdivision of your enterprise such as a department, division or process. Groups contain Meters, which can be shared between Groups.

A Domain is a Group that is assigned Roles and Users. Rate Schedules and reports can also be assigned to Domains. Users assigned to a Domain can only access objects assigned to that specific Domain. This feature permits an administrator to allow certain users access to only parts of the system he or she chooses.

Groups and Domains can be nested to any depth.

You must set up at least one Group or Domain before you can set-up Devices and Meters.

Devices

Devices are physical entities that FactoryTalk EnergyMetrix software communicates with over a network. Click the links listed below for information on specific device types.

Setting up a Device in FactoryT alk EnergyMetrix software establishes communication and creates database definitions for the device, and enables device configuration and data monitoring by using the optional FactoryTalk EnergyMetrix RT package.

Ethernet, ControlNet, serial, and DeviceNet devices can be directly connected provided that the FactoryTalk EnergyMetrix server is also on the network through an appropriate network interface and you have configured the appropriate RSLinx Classic direct device drivers. Devices routed through a ControlLogix gateway or RSLinx Classic gateway are also considered directly connected devices.

Devices can also be set up in a parent/child, or pass-thru configuration. Remote I/O devices must be set up as children of a parent device such as a programmable controller. DeviceNet devices can also be used as ‘Child’ devices.

2 • FactoryTalk EnergyMetrix Web Interface Tour

Roles and Users

Access to the application and its functions is controlled by means of Roles and Users. A role is a named collection of privileges assigned to various users to manage security.

Roles can be global or domain specific. A User is a named set of security credentials (user name and password) that permit an

individual to access the privileges defined in the Role assigned to the User. More than one Role can be assigned to a User.

Roles and Users can be assigned Global scope where they are permitted access to all domains, groups, devices, meters, reports and custom pages.

Alternately , Roles and Users can be assigned Domain-specific scope in which they permit access to an individual domain and its sub-groups, devices, meters and reports, as well as other Global objects such as reports, custom pages and rate schedules.

The default Roles are Admin, User, and Guest, with default user logins admin/admin, user/user and guest/guest respectively.

Changing the default password on the Admin default user is highly recommended to prevent inadvertent changes to the database.

T o configure Roles and Users, navigate to the Roles and Users subfolder under the System folder in the navigation tree.

To utilize Active Directory / LDAP (Lightweight Directory Access Protocol), simply create a User name in the format DomainName\UserName used to log in to Windows.

The password fields and password button are displayed for Active Directory users, however, the password entered into the user setup will only be used if the user cannot be authenticated with the Active Directory server. When the user is authenticated against the Active Directory server, the Windows password is stored in the database to keep the passwords synchronized.

Rate Schedules

Rate schedules define the content and format of billing reports. You can use billing reports for the following:

 Shadow billing - replicating the monthly bill from your energy provider  Cost allocation - reporting the real cost of energy for each process or cost center in

your enterprise

 Tenant billing - generating energy bills for use of your manufacturing or commercial

facilities by others

 What-if analysis - Comparing costs of energy from different energy providers for the

same usage Rate schedules can have global scope or be assigned to a domain. Global rate schedules

can be used in all domains. Domain rate schedules apply to only a single domain.

FactoryTalk EnergyMetrix Software

The rate schedule model is designed to be very flexible so you can accommodate a wide variety of utility tariffs.

Multi-purpose Report Scripts

The Multi-purpose Report (MPR) is a free-form report driven by script code stored in a Multi-purpose Report Script. The MPR is part of the ReportsPlus Reports

A MPR Script defines what a MPR contains and what it looks like. A MPR script is conceptually similar to a rate schedule. Like a rate schedule, an MPR script is combined with selected meters or groups to form a specific report instance. This allows a script to be reused for different meters and groups.

MPR scripts are listed in a new sub-tree under the System tab and can be Global or assigned to a domain.

MPR scripts contain Visual Basic for .NET scripting that utilizes the MPR object model to select and format the content of the report.

MPR users are assumed to be familiar with FactoryTalk EnergyMetrix, in particular with its reporting and rate schedule functionality, and the Visual Basic for .NET scripting language.

option.

You can select one or more of the following elements, or objects, when configuring an MPR. Each provides a different way to view your energy, cost and production data.

Grid

A Grid displays data in tabular format. The MPR script contains code that creates a Grid, specifies the number, width and heading text of columns, and populates the rows of the grid with data.

Bar Chart

A Bar Chart displays a bar graph of data. The MPR script contains code that creates a bar chart, defines the x and y axes and selects the data to be displayed in one or more data series.

Tre nd C ha r t

A Trend Chart displays a line graph of data. The MPR script contains code that creates a trend chart, defines the x and y axes and selects the data to be displayed in one or more data series.

Bar chart series can be mixed with trend chart series in the same chart. Charts may have multiple Y axes.

Pie Chart

A Pie Chart displays a series of data as wedges of different sizes in a pie-shaped graphic. The MPR script contains code that creates a Pie Chart and populates it with data.

2 • FactoryTalk EnergyMetrix Web Interface Tour

Rich Text Box

The Rich T ext Box provides a way to place text on a MPR. The MPR script contains code that creates the Rich Text Box and controls its location, size, content and formatting.

Page Header and Footer

The page header contains identifying elements such as the report title, the report headings from the Group setup, the report time range and time zone, and a user-selectable graphic element.

The page footer contains the report page number and the date and time the report was printed.

MPR script code controls the header graphic element selection and the visibility or the header and footer.

Intervals

Intervals provide an easy way for MPR script code to process data in intervals specified by the user when they run a Multi-Purpose Report. Interval types are Day, Week, Month. Enable Intervals by selecting the Use Intervals checkbox on the MPR script setup screen.

Excel

The Excel report object moves the report output and formatting from the MPR script into Excel. Since the report output is now Excel all of the functionality of Excel is now available to the report.

FactoryTalk EnergyMetrix Software

Unit Setup

The Unit Setup screen provides menus that let you add, delete, and edit Value Types, Base Units, and Units.

The FactoryTalk EnergyMetrix collection of base units includes many that are commonly uses in energy management applications. The default collection of units is based on the base units and includes a scaling factor which relates it to the base unit. For example, VA (volt-amperes) is a Base unit, and kVA (kilo-volt-amperes) is a Unit, with a scaling factor of 0.001.

Value types are used by the reporting and billing functions to aggregate values of a specific type in one or more meters or groups. The default collection of value types in FactoryTalk EnergyMetrix software represents the most commonly used electrical energy management parameters. Value types can be set up as Consumption or Demand. Consumption value types are treated as accumulated values of energy or process output, for example, real energy net. Demand value types are treated as 'rate' values such as real power demand.

To add, edit or delete a Unit, Base Unit, or Value Type navigate to the System tab, Unit Setup screen. Select the appropriate tab and enter the values you desire in the menu fields.

Exercise care not to delete a unit, base unit, or value type that is associated with tags that exist in the database or unpredictable results may occur.

2 • FactoryTalk EnergyMetrix Web Interface Tour

System Configuration

The Configuration page under the System tab provides a means for setting a variety of program options.

To access the Configuration page, select the System tab and then select the Configuration item in the navigation tree. Click the Edit button to change settings. You must have Edit System Configurations privileges to make changes.

Logger Telnet Debugging

 Telnet debugger, enabled or disabled (default)  Remote debug port, any unused port ID, default 23  Remote debug password, default "".

Email SMTP Server Configuration

FactoryTalk EnergyMetrix software sends email alarms and reports via a SMTP server configured by using this page.

 SMTP (Simple Mail Transport Protocol) server name or IP address  Sender email address (does not need to be an actual email address)  Test email button - sends a test message to the email address entered in the address

field when the Send button is clicked

FactoryTalk EnergyMetrix Software

Logger Configuration

 Derived tag delay - specifies how long after meter data is polled that derived tags are

calculated. Default is 5 minutes

 Maximum active DTL operations - specifies the maximum concurrent messages with

RSLinx Classic and hence devices. Range is 1 to 35. Default is 20. It is unlikely that

you will need to adjust this setting

Miscellaneous Settings

 SQL command timeout delay - default 120 seconds.  Roll-up interval - specifies how often tags are refreshed from roll-up servers, default

60 minutes.

 OPC update rate - specifies how often the connection to OPC servers is refreshed.  New meter data page - Enabled by default, selects the paged meter data display page  New consumption calculation - provides more accurate consumption reporting in the

case of data logging anomalies such as unexpected zero values and resets.Enabled by

default.

 Fiscal Calendar Functionality - permits the creation and use of fiscal periods for

reporting. Disabled by default.

 On-demand tree loading - If on-demand tree loading is enabled, nodes are loaded only

when a user expands them. If disabled, the entire tree refreshes at a time.

 ClickOnce for ChartsPlus and RT - Enabled by default, sets up RT and ChartsPlus as

ClickOnce applications.

System Configuration Report

The system configuration report may be found on the System tab. This report can be configured to document the configuration of any or all of the objects listed in the report setup page. In addition, you may select all groups or an individual group / domain and its subgroups. Groups are limited to those accessible to your login role.

2 • FactoryTalk EnergyMetrix Web Interface Tour

My User Settings

This screen shows the user settings of the currently logged-in user . A user can change their personal password here. It also lets a user change other user settings, provided that the role associated with the currently logged-in user has the privilege to edit users.

Meters Tab

The Meters tab in the navigation tree contains folders that organize the Meters into groups

and domains.

If you wish to receive alarm notifications by email, be sure to check the Enable alarm notifications checkbox on this page.

FactoryTalk EnergyMetrix Software

Selecting the Meters tab does not change the detail pane content. Select a Group or Domain to view aggregated information from the Meters the group contains.

When you first select a Meter, the Meter Data ta b is selected. This screen lets you view the logged meter data. The display is arranged by log rate. The user time zone is selected by default. Controls allow you to select the desired date, scroll up and down through the data, and page backward and forward through the meter data.

When you select a Group under the Meters tab, an aggregated view of the data of the meters in the group is shown. Data is aggregated based on value type. If data is missing from one or more meters for a particular time, no aggregated value appears in the Group display.

The Get Data button refreshes the current page of meter data. The Current Date/Time button selects the current time and refreshes the meter data display.

2 • FactoryTalk EnergyMetrix Web Interface Tour

The Meter trend display lets you select and view tags as their values vary by time. You can select up to five tags from one or more meters. Each pen can be individually selected to b e displayed as a line chart or bar chart. The user time zone is selected by default. You can select a different time zone for the trend and the start and end dates from the calendars. Or, enter start and end dates into the date fields and click the Go button. One day is the minimum trend period. If you select an end date earlier than the start date, the system will adjust the start date, and vice versa.

The calendar trend display shows how the value of a meter tag or value type you select varies over a full month. You can select the meter tag to display from the pull-down menu. The calendar trend is available for individual meters and for groups by using aggregated data.

FactoryTalk EnergyMetrix Software

To zoom in to a day, click on the day in the calendar. You can overlay days by selecting additional days from the small calendar under the zoomed display.

Meter Setup

The meter setup screen provides tools to allow you to create, modify, and delete Meters, add and modify meter tags, and set up alarms.

Reports Tab

Standard reporting converts the energy and production data logged in the database into information you can use to manage your business, improve efficiency and reduce costs. Standard reports can be run on demand, automatically on a configurable schedule , or event-driven in response to an alarm condition.

Consumption Reports

Reports consumption values (for example kWH and kVARh) for selected meters or groups for a specified date/time range. The consumption report aggregates data from each selected meter based on consumption value types, that is, value types with the Consumption flag selected. The report comprises one line item per meter with totals by group. The group and meter names are listed in the left hand column and a colum n i s added for each consumption value type that exists in the selected meters. If more than three consumption value types exist the line items may be truncated.

Demand Analysis Reports

Reports kW demand values for selected meters or groups for a specified date/time range. Reports ‘worst case scenario’ peak demand that would have occurred if each meter or group's peak demand had occurred in the same demand interval. The demand analysis report selects from each selected group or meter value types with the Demand flag selected. The report is organized in groups by value type, for example, kVA or kW.

2 • FactoryTalk EnergyMetrix Web Interface Tour

Billing Reports

Runs billing reports for selected groups or meters for a specified date/time range. The report outputs a list of line items and a total charge amount. Each line item consists of a description, quantity, rate and charge. Billing reports select value types and calculate the report line items based on Rate Schedules currency symbols and numeric formatting based on the Windows regional setting that is selected in the rate schedule.

that you configure. The billing report displays

Cost Allocation Reports

Runs a report that lists each meter's contribution to the total energy cost, based on a Rate

Schedules that you configure. Cost Allocation reports are generated in Microsoft Excel

output format.

FactoryTalk EnergyMetrix Software

Power Quality Reports

Runs a report that combines a graph and a grid display of power quality (sag and swell) events. The power quality report can only be used with Allen-Bradley PowerMonitor 3000 M6 and M8 models with their sag and swell setpoints configured. The Enable PQ events logging flag must be selected in the Device setup page. With this flag set, FactoryTalk EnergyMetrix periodically reads the power monitor event log and stores sag and swell events in the database. Each sag and swell record lists the time, duration and maximum deviation of the sag or swell. The power quality report displays the events logged during the selected report interval on a ITI/CBEMA chart and in a grid (tabular) listing.

Pareto Chart Report

Runs a report on consumption values of a selection of meters or groups. The Pareto chart displays each meter or group's consumption as a bar chart, with the bars arranged in order of decreasing consumption. A line chart indicating the cumulative consumption of the groups or meters, starting at zero and ending with 100%, is overlaid against the bar chart. The Pareto chart report help identify the areas in your facility that use the most energy.

ReportsPlus Reports

ReportsPlus reports are available as part of the ReportsPlus option.

Automatically Run Reports

The reports listed above can be set up to run automatically, either on a schedule or in response to an alarm.

System Configuration Report

This report can be configured to document the configuration of the FactoryTalk EnergyMetrix project.

ReportsPlus Reports

ReportsPlus provides you a package of additional reports that are set up and viewed in the same way as standard reports. Like standard reports, ReportsPlus reports can be configured to automatically run on a schedule and optionally send the report output to one or more email addresses. ReportsPlus reports can be identified by a distinctive icon in the report list.

Multi-purpose Report

The Multi-purpose Report (MPR) supports a free-form type of report output that is driven by script code stored in a Multi-purpose Report Script.

Efficiency Report

2 • FactoryTalk EnergyMetrix Web Interface Tour

Load Factor Report

Power Factor Report

Electrical Summary Report

The Electrical Summary report lists various electrical summary values for selected meters for the selected date and time period, including Total Energy kWh, kVARh and kVAh, Average Demand for kW, kVAR and kVA, Load Factor for kW and kVA, and Min and Max values for kW, kVAR, kVA and Power Factor and the date/time they occurred along with the coincident values for the other parameters.

Custom Tab

The Custom tab contains links to web pages or graphics that you select by using the Manage custom pages link. Custom pages can be configured in one of two ways:

 Upload a file which is then stored in the database  A URL that opens a web page

FactoryTalk EnergyMetrix Software

Notes:

Installation

Contents of Installation DVD

The installation DVD contains the following required components:

 FactoryTalk EnergyMetrix 2.10.00  FactoryTalk Activation Manager v 3.60.00 (CPR9 SR6)  FactoryTalk Services Platform v 2.60.00 (CPR9 SR6)  RSLinx Classic Lite v 3.60 (CPR 9 SR6)  Microsoft .NET Framework 3.5 SP1

And the following optional components and resources:

 RSLinx Enterprise 5.60.00 (CPR9 SR6)  Adobe Acrobat Reader 10  FactoryTalk EnergyMetrix User Manual  FactoryTalk EnergyMetrix Help

HAPTER

The CD also includes the following applications, which are not accessible from the autorun menu but may be browsed:

 Internet Explorer WebControls 1.0

Client Requirements

Client requirements for compatibility with FactoryTalk EnergyMetrix:

 Microsoft Windows XP Professional, Vista Professional, Windows 7 (Windows 2000

is not supported)

 Internet Explorer 7, 8, 9 or 10  Adobe Acrobat Reader 7.0 or later is required to view reports  Microsoft .NET Framework 3.5 SP1 is required to use RT and Charts Plus options.

.NET Framework 3.5 SP1 is included on the installation DVD or may be downloaded

at no charge from Microsoft. Your client workstation must also be permitted Intranet, Internet or dial-in access to the

FactoryTalk EnergyMetrix server. Contact your IT support personnel for assistance.

Server Requirements

Your browser should be set to check for newer versions of stored pages automatically, not every visit to the page.

We recommend, but do not require, that you install FactoryTalk EnergyMetrix software on a dedicated server with a local installation of Microsoft SQL Server.

FactoryTalk EnergyMetrix Software

Server Software Requirements for Installing FactoryTalk EnergyMetrix

 Windows 2003 Server or Windows 2008 Server, Application Server role. For 64-bit

operating systems, RSLinx Classic version 2.60 (CPR9 SR6) or later must be

installed. Windows 2000 Server is not supported.

 Microsoft SQL Server 2005 or 2008, installed with mixed-mode authentication

(Windows and SQL). TCP/IP access must be enabled. A system administrator SQL

 You must have machine administrator privileges to install FactoryTalk EnergyMetrix.

Hardware Requirements

These are the hardware requirements that you need to use FactoryTalk EnergyMetrix software.

Definitions

The following rules of thumb are offered as a starting point for determining server sizing for FactoryTalk EnergyMetrix. Other factors will affect the required size of a server. A higher number of tags being logged, a faster log rate, a larger number of users and a lar ger number of reports being run will require a more powerful server than the guidelines specify.

 A low-end server has up to 8 meters and logs up to 40 meter tags at a minimum 15

minute log rate

 A mid-range server has up to 64 meters and logs up to 320 meter tags at a minimum

15 minute log rate

 A high-end server has more than 64 meters and logs more than 500 meter tags at a

minimum 15 minute log rate

Database Size Guidelines

FactoryTalk EnergyMetrix writes 16 bytes of data to the database for each meter tag logged. Over time, the database can grow to become quite large. Some examples include the following:

 A low-end server, logging 40 meter tags at 15 minute intervals, will grow the database

at a rate of 2.56 KB per hour or 22 MB per year.

 A mid-level server, logging 320 meter tags at 15 minute intervals, will grow the

database at a rate of 20.5 KB per hour, or 180 MB per year.

 A high-end server, logging 1000 meter tags at 15 minute intervals, will grow the

database at a rate of 240 KB per hour, or 2.1 GB per year. Consider these guidelines when determining hard disk requirements for a server as well as

database maintenance schedules.

Recommendations

These are general guidelines. FactoryT alk EnergyMetrix software is capable of running on a variety of hardware platforms. The main scalability issue is related to processing of logged data (for example, report generation, trending). CPU speed, number of CPUs, RAM, and RAID 5 for the database files are the main scalability factors (in that order). All hardware platforms require the following:

 Processor, RAM and hard drive as noted below  DVD drive  One or more Ethernet network ports  Internet access  Monitor, keyboard, pointing device (mouse)

 Low-end Server

 Single 2 GHz Pentium 4

 1…2 GB RAM

 80 GB hard disk  Mid-range Server

 2 or 4 CPU 2 GHz Pentium 4 or better

 2…4 GB RAM

 160 GB hard disk (with separate disks for operating system and log files and

RAID 5 for main database files preferred)

3 • Installation

FactoryTalk EnergyMetrix Software

 High-end Server

 High-end server requirements are very dependent upon the user's application

Client Requirements

The following are the client requirements for compatibility with FactoryTalk EnergyMetrix software:

 Microsoft Windows XP Professional, Vista Professional, Windows 7 (Windows 2000

is not supported) operating system.

 Internet Explorer 7, 8, 9, or 10 web browser.  Adobe Acrobat Reader 7.0 software or later is required to view reports.  Microsoft .NET Framework 3.5 SP1 is required to use RT and Charts Plus options.

.NET Framework 3.5 SP1 is included on the installation DVD or can be downloaded

at no charge from Microsoft. Your client workstation must also be permitted Intranet, Internet or dial-in access to the

FactoryTalk EnergyMetrix server. Contact your IT support personnel for assistance.

requirements. Please contact Rockwell Automation for assistance in specifying hardware for a high-end server.

Your browser should be set to check for newer versions of stored pages automatically, not every visit to the page.

Installation (64-bit)

Perform the following steps while logged in as a Machine Administrator.

Configure Windows 2008 Server

Start with a clean Windows Server 2008 R2 SP1.

1. If it hasn’t launched automatically, launch Server Manager.

Wait until Server Manager has finished collecting data.

2. Right-click Roles and select Add Roles.

3. Click Next on Before You Begin page.

3 • Installation

4. Select Application Server.

5. Click Add Required Features.

6. Click Next.

7. Click Next.

8. Click Web Services (IIS) Support.

9. Click Add Required Role Services.

10. Click Next.

FactoryTalk EnergyMetrix Software

11. Click Next.

12. Scroll down in the Role Services window and then select IIS 6 Management

Compatibility

13. Click Next

14. Click Install

15. Wait while installation proceeds

16. Click Close when done

We recommend that you disable Internet Explorer Enhanced Security Configuration.

17. To do this, locate the Configure IE ESC link in the Security section In the Server

Manager.

18. Click the link, turn off IE ESC for Administrators, and then click OK.

3 • Installation

Install SQL Server 2008 R2

Microsoft SQL Server 2008 R2 must be installed on the local server even if the FactoryTalk EnergyMetrix database is to be hosted on another machine.

1. Insert disk into CD/DVD drive.

2. If necessary, run SETUP.EXE and click Yes to allow SQL Server 2008 R2 to install

on the computer.

3. Review the documentation in the SQL Server Installation Center window.

4. Install the upgrade advisor if desired.

5. Click the Installation link in the menu.

6. Click the New installation or add features to an existing installation link.

7. Enter the product key and then click Next.

8. Accept the license terms and click Next

9. On the Setup Support Files page, click Install.

10. Wait while installation proceeds.

11. Make note of any issues or warnings listed in the Setup Support Rules page and take

action as needed.

12. Click Next.

13. Select SQL Server Feature Installation.

14. Select the features shown as selected in the screen capture below.

FactoryTalk EnergyMetrix Software

15. Click Next.

16. Click Next.

17. Leave the Default instance selected, click Next.

18. On the Disk Space Requirements page, click Next.

19. On the Service Account dialog box, Click Use the same account for all SQL Server

services.

20. Select NT AUTHORITY\SYSTEM in the dialog box and then click OK.

21. Click Next.

22. On the Database Engine Configuration page, select Mixed Mode.

23. Enter a password.

Record the password in a safe location. You will need to enter it when you install

FactoryTalk EnergyMetrix.

24. Click Add Current User.

Add additional users as administrators as desired.

25. Click Next.

26. Click Next.

27. Click Install.

28. Wait until installation completes.

29. Click Close.

30. Close the SQL Server Installation Center window.

31. Remove the SQL Server 2008 R2 installation DVD.

In SQL Server 2008 R2, TCP/IP network access is enabled by default.

Enable 32-bit Applications

1. Using Internet Information Services (IIS) Manager -> Application Pools ->

DefautlAppPool -> Advanced Settings, set Enable 32-Bit Applications to True.

2. Click OK.

3 • Installation

Install FactoryTalk EnergyMetrix Software Version 2.10.00

1. Insert the FactoryTalk EnergyMetrix installation DVD into the CD/DVD drive.

If needed, browse the DVD and launch Autorun.exe to access the installation menu. Perform the following steps from the installation menu.

2. If needed, install Adobe Acrobat Reader (required for viewing reports on the server).

a. Click the Adobe Acrobat Reader link under Install Optional Software.

b. Select all defaults for a typical installation.

3. Install FactoryTalk Activation Manager.

a. Click the FactoryTalk Activation Manager link under Install Required Software.

b. Click Continue on the InstallShield Wizard screen.

c. When prompted, select No to installing the HASP USB dongle drivers.

d. Wait while prerequisite packages are installed.

e. On the FactoryTalk Activation Manager InstallShield Wizard, click Next.

f. Accept the terms of the license agreement, click Next.

g. Click Install.

FactoryTalk EnergyMetrix Software

h. When prompted, reboot the server.

9. Install RSLinx Classic Lite software version 3.60 (CPR 9 SR6).

a. From the FactoryTalk EnergyMetri x installation menu, click RSLinx Lite 2. 57.00.

b. Complete the steps to install RSLinx Classic Lite.

c. After installation, RSLinx Classic starts as an application.

Do not install Microsoft .NET Framework 3.5 SP1 on Windows Server 2008 R2 SP1. It is already installed with the operating system

FactoryTalk EnergyMetrix does not require the installation of Internet Explorer WebControls 1.0.

4. Install FactoryT alk EnergyMetrix.

a. From the FactoryTalk EnergyMetrix installation menu, click FactoryTalk

Refer to the RSLinx application notes section below for tips on using RSLinx Classic on Windows 2008 Server R2.

EnergyMetrix 2.10.00.

b. Locate the InstallShield Wizard.

It may be behind other windows on the desktop, click Next. c. Click Yes to accept the EULA. d. Enter the customer information, click Next. e. Click Next. f. Click Next. g. Presuming a local installation of the SQL database, enter the server SQL login

username and password that you entered in step 2.v previously.

If the SQL server is hosted on a remote machine, enter the database server name

and SQL authentication credentials. Click Next. h. Click Next. i. Wait while FactoryTalk EnergyMetrix software is installed. j. When complete, click Finish to reboot the server.

11. Install activations by using the FactoryTalk Activation Manager.

12. Add local machine user IIS_IUSRS with read and modify rights to the C:\Program Files (x86)\Rockwell Software\FTEnergyMetrix\ChartFXNet folder.

13. Open Internet Explorer.

a. Browse to http://localhost/ftenergymetrix

b. Log in with username admin and password admin.

3 • Installation

The RT and ChartsPlus options do not require specific security configuration in FactoryTalk EnergyMetrix software. They run as Microsoft ClickOnce applications by default. You will need to grant permission for the options to run, but only one time on each computer.

When you set up Devices such as power monitors and PLCs in FactoryTalk EnergyMetrix software, you will need to access RSLinx Classic software running on the server to configure drivers and network addresses of devices. You access the RSLinx Classic user interface to perform tasks such as configur e drivers, monitor devices in RSWho, and set up OPC topics.

FactoryTalk EnergyMetrix Software

Installation (32-bit)

See Installation (64-bit) on page 37 for instructions to install FactoryTalk EnergyMetrix software on a 64-bit operating system.

Pre-installation Checks

1. Check out the server for required customer-provided software:

 Windows 2003 R2 Server , set up in the Application Server role. ASPNET must be

 SQL 2005 or 2008 Server, installed and set up for mixed mode authentication

 If the SQL database server is hosted on a remote server, you must download from

installed. Active Server Pages must be enabled in Internet Information Services. Network COM+ Access must be enabled. The server can not be set up as a Domain Server. FactoryTalk EnergyMetrix software installation on Windows 2000 Server is no longer supported.

(SQL Server and Windows). TCP/IP access must be enabled.

Microsoft (if necessary) and install Microsoft SQL Server 2005 or 2008 Express Edition on the FactoryTalk EnergyMetrix server. This installs the osql.exe application FactoryTalk EnergyMetrix software uses to connect to the remote database.

 IIS 6, 7, or 7.5 installed and enabled to run.

2. You must use a machine administrator login in Windows and have full administrator rights for SQL.

3. Ping all Ethernet devices (meters and/or controllers) the customer wishes to connect to.

 Correct communication to any meters that don't respond.  Verify communication with Allen-Bradley Ethernet power monitors via their

built-in web page.

Installation

1. Verify the Application Server role configuration in the host Windows Server operating system.

These are the minimum required components:

 ASPNET  COM+ Services  Internet Information Services (IIS), all options

Make any necessary changes before proceeding with the installation.

3 • Installation

2. If not already installed, install Microsoft SQL Server 2005 or 2008 (NOT included in FactoryTalk EnergyMetrix base software but 2008 is available as a bundled option).

SQL Server must be set up with mixed-mode authentication (Windows and SQL Server). You can make this selection during initial installation or by using Enterprise Manager and editing the server properties, security tab after installation. We recommend that you do not use the default system administrator login (username = ‘sa’, password = “”) due to known security issues. Record the system administrator login credentials as you will be prompted to enter them when you install FactoryTalk EnergyMetrix software. The same SQL database login will be required when the software is upgraded to a new version eventually.

If the SQL Server is to be hosted on another computer, download (if needed) and install SQL Server 2005 or 2008 Express Edition on the FactoryTalk EnergyMetrix server at this time.

3. Using Internet Information Services manager, verify that ASP.NET version 2.0 is selected in the default web page properties.

If it is not, select ASP.NET version 2.0 and run IISRESET before installing the software.

4. Insert the FactoryTalk EnergyMetrix software installation DVD into the server’s DVD drive.

If auto-run is enabled, the installation menu will launch. If not enabled, browse to and launch autorun.exe in the root folder of the DVD.

The installation menu provides a link to the FactoryTalk EnergyMetrix online Help.

5. From the installation menu, install the Factory Talk Activation Manager.

This step is recommended but not required when upgrading an existing installation.

6. Install RSLinx Classic Lite software version 3.60 (CPR 9 SR6).

This step is recommended but not required when upgrading an existing installation on a 32-bit Windows Server 2003 operating system.

7. Install Microsoft .NET Framework version 3.5 SP1.

8. If not already installed, install Adobe Acrobat Reader.

9. Install FactoryT alk EnergyMetrix software: a. Accept the license agreement and enter the serial number of the Manager software

when prompted.

b. When prompted, enter the computer name or IP address of the SQL Server (the

default is (local) for a SQL server hosted on the FactoryTalk EnergyMetrix server).

FactoryTalk EnergyMetrix Software

c. Accept the remaining prompts. The installation will proceed.

d. When prompted, reboot the server to complete the installation.

5. After the server restarts, log in as an administrator, and then open the Windows Control Panel > Administrative Tools > Computer Management > Local Users and Groups.

a. Select Users and right-click the ASPNET user name option. b. Select Properties and select the Member Of tab. c. If Administrators does not appear in the list, then click Add, and then click

d. Click Find Now. e. Select Administrators and click OK. f. When finished, reset IIS (Start > Run > ‘iisreset’> OK).

Then, enter the SQL system administrator account login credentials.

During the installation, the FactoryTalk EnergyMetrix SQL database is created, populated with stock values and updated to the current version.

Advanced.

7. Install activations for Manager and all purchased options by using the Factory talk Activation Manager.

8. Launch Internet Explorer on the server.

9. Enter the server url (universal resource locator) into the Internet Explorer address field:

http://localhost/ftenergymetrix

To use FactoryTalk EnergyMetrix software from a client workstation, substitute the FactoryTalk EnergyMetrix server name or IP address for ‘localhost’ in the url.

10. When the login screen appears, log in by using the default login credentials.

If any errors are displayed when you try to log in or once you have logged in, please refer to Troubleshooting

on page 303.

Activate FactoryTalk EnergyMetrix Software

FactoryTalk EnergyMetrix software is one software product. The Manager and Options are enabled by installing activations. For example, one activation enables Manager, another enables the Real Time (RT) option, and one enables the ChartsPlus option.

It is the customer's responsibility to observe the requirements of all software licenses.

FactoryT alk Ener gyMetrix software may be optionally purchased bundled with Microsoft SQL Server 2008 R2 Standard Edition Runtime Database licenses. SQL Server bundles are offered with a processor license (unlimited clients) or a single-client server license (1 client).

Any number of users may access the FactoryTalk EnergyMetrix server through its web interface.

FactoryTalk EnergyMetrix software requires at minimum the activation for Manager for operation. Without a Manager activation, the software will not permit users to log in.

3 • Installation

The basic Manager software includes a license for 10 meters. You can increase the meter limit on your server at any time by purchasing and installing additional meter licenses in 10, 50, 100, and 500-meter increments.

You can also add options such as RT, FTEMOPC, ChartsPlus, and ReportsPlus in the same manner. Check with your local Rockwell Automation representative for option pricing and availability.

FactoryTalk EnergyMetrix software uses FactoryTalk Activation. If you are a new user, you will need to activate your software by using FactoryTalk Activation because FactoryTalk EnergyMetrix software no longer ships with physical ‘master disks’ for activating the base software and options.

If you are upgrading from RSEnergyMetrix software activated with EvRSI activation, please contact your local Rockwell Automation Sales office or Technical Support for information to migrate your activations to FactoryTalk activations.

For Rockwell Automation Technical Support in the U.S., call 1 (440) 646-3434. Outside the U.S., see http://www.rockwellautomation.com/locations/

When you log in to the FactoryTalk EnergyMetrix web page, the software checks for the activation file. If the system fails to detect the activation file, an error is displayed and logged to FactoryTalk Diagnostics. For more information, refer to the online help included with the FactoryTalk Manager software.

FactoryTalk EnergyMetrix Software

How to Activate Your Software

To activate FactoryTalk EnergyMetrix software, perform the following steps.

1. Install the FactoryTalk Manager software available from the Optional Steps screen of the Install program.

2. Once FactoryTalk Manager is installed, click Start > Programs > Rockwell Software > FactoryTalk Activation > FactoryTalk Manager to launch the FactoryTalk Manager.

3. Click Get Activations.

4. Follow the instructions to select an activation method, enter activation information, validate the activation and download the activation to your computer.

5. Refer to the Activation Manager Help topics for additional information.

FactoryT alk EnergyMetrix software does not provide a grace period. The software will not permit users to log in if a valid activation is not available.

A Host ID is an internal code that uniquely identifies a hardware device. FactoryTalk Activation uses the Host ID to ‘lock’ each software activation file to a specific hardware device.

To prevent activations from failing unexpectedly at runtime, do not lock activations to virtual network adapters, such as those used for virtual private networks (VPN) or virtual machines. Instead, lock activations to the Host IDs of fixed devices such as hardware network adapters or hard disk serial numbers. If you need help determining which network adapters are virtual adapters, contact your Information Technology department.

For help at any point, click the Help link on FactoryTalk Manager software, or click the Help link on the Rockwell Software Activation website:

https://activate.rockwellautomation.com/

For Rockwell Automation Technical Support in the U.S., call 1 (440) 646-3434. Outside the U.S., see http://www.rockwellautomation.com/locations/

Set up Your System Architecture

We suggest that you set up a system configuration that helps you visualize and understand the energy use patterns of your plant or enterprise.

A project is organized in a familiar tree-structured fashion. The user constructs a tree made up of domains and groups in a hierarchy. A typical and popular way to organize a project tree is shown below.

HAPTER

At the ‘root’ of the tree is a top-level domain that represents a plant named ‘Efficient Industries Plant 1’. Under the top-level domain are two sub-domains, ‘Accounting’ and ‘Engineering’. These are set up to address two groups of system users, those interested in energy usage by department or process (Accounting), and those interested in usage by utility type (Engineering).

Before we move on, let’s define some terms.

 A Group, shown as a folder in the tree, is simply a collection of Devices and Meters

(we’ll define these a little later).

 A Domain is a special group with security assigned. Domains also may contain

Devices, Meters, and other objects, such as Reports, Rate Schedules, and Multipurpose Report Scripts.

The main reason you would create a Domain rather than a Group is to control user access to the meters and other objects in the group.

There is a lot of flexibility in setting up the project structure. For instance, a corporate user with multiple locations can create a top-level domain for corporate, and sub-domains for each plant. The security configuration might permit plant users access only to the plant domains, while corporate users would have access to the corporate domain and all subdomains.

FactoryTalk EnergyMetrix Software

You can assign a number of mete rs to a Group or domain, which represents a department, division, or process. Meters can be assigned to multiple groups and domains, letting you create different views of meter data. Groups and domains can be nested.

A user will encounter the project tree in several places as he or she navigates around the web interface.

 In the System tab, the entire tree is found in the Groups folder. This is where you build

the tree by adding groups and domains. This is the only place the tree can be edited.

 Also in the System tab, a copy of the complete tree (domains and groups) is found in

the Devices folder. This is where you create and maintain Devices.

 A copy of the tree that includes only Domains is found in the Roles and Users, Rate

Schedules, and Multi-purpose Report Script folders in the System tab.

 The Meters tab is arranged with a complete copy of the tree.  The Reports and Custom tabs are organized with copies of the tree with only

Domains.

The tree is refreshed whenever a user clicks the Save button in an object that resides in the tree, raising a database change event. For instance, it refreshes when a Device, Meter, Group, Rate Schedule, or Report is saved. The tree does not refresh when a Meter Tag is saved.

Before you try to set up Devices and Meters, you must create at least one Domain. Although roles, users, reports, rate schedules, and multi-purpose report scripts may be global in scope, devices, and meters must be assigned to groups.

Set up a New Group or Domain

1. Select up the System tab in the navigation tree.

2. Click on the Groups folder in the tree.

3. Click Add.

4 • Set up Your System Architecture

4. Enter the appropriate information into the data fields.

 Parent group - if this is a subgroup, type in the name of its parent group.  This group is a domain checkbox - check if this group is to be a domain that

Roles, Meters and Reports can be assigned to.

 Name - type in a name for this group.  Notes - enter any additional information you desire in the Notes field.  Default log rate - enter the interval in minutes that you want to log data from your

meters. The default rate for the group can be adjusted for individual meters.

 Reports title - Type in the first and second line of the report title that will be used

for all meters in this group.

5. Click Add. Your new group now appears in the Groups folder in the System tree.

FactoryTalk EnergyMetrix Software

Name Fields

Name fields can be up to 50 characters in length, except Rate Schedule names can be any length. Names do not need to be unique, although it is recommended that you select names that make the item easy to recognize.

There are no restrictions on character usage, except the following:

 Group and domain names cannot contain period (.), single quote (‘) or pound sign (#)

characters.

 Meter and meter tag names cannot contain period (.) or pound sign (#) characters.

Certain names are used in line item scripting and must comply with Visual Basic naming conventions. These names include the following:

 Value Types  Seasons  Time-of-use periods  Runtime parameters

These names must comply with the following:

 The name must start with an alpha character  The name can contain only letters, numbers, blank spaces, and underscore

characters (_).

If a name contains spaces, it is referenced in line item scripts without a space. For instance, the season name ‘Summer Season’ will be referenced as ‘SeasonType.SummerSeason’ in a line item script. If the space is entered into the script, the script will fail to validate and compile.

The Rate Schedule Setup and Unit Setup screens perform invalid character checking when you enter a name.

No checking is performed or possible if you enter Value Type, Season, or Manuallyentered parameter names directly into the database.

Delete a Group or Domain

You can delete a group or domain by following these steps.

Deleting a group also deletes all Devices and Meters assigned to the group, and purges all data associated with those meters in the database. When a large quantity of data is purged, it is possible that a timeout error will occur in Microsoft SQL server, requiring a server restart.

1. Select the Group you wish to delete in the System tab, Groups folder.

2. Click Delete in the Device Setup screen. If the selected Group is a parent Group to other Groups, the Delete button will not

appear.

3. Click OK when prompted, or Cancel if you decide not to delete the Device.

Roles and Users

Access to the application and its functions is controlled by means of Roles and Users.

4 • Set up Your System Architecture

A role is a named collection of privileges assigned to various users to manage security. Roles can be global or domain specific.

A User is a named set of security credentials (user name and password) that permit an individual to access the privileges defined in the Role assigned to the User. More than one Role can be assigned to a User.

Roles and Users can be assigned Global scope where they are permitted access to all domains, groups, devices, meters, reports, and custom pages.

The default Roles are Admin, User, and Guest, with default user logins admin/admin, user/user, and guest/guest respectively.

Changing the default password on the Admin default user is highly recommended to prevent inadvertent changes to the database.

T o configure Roles and Users, navigate to the Roles and Users subfolder under the System folder in the navigation tree.

To utilize Active Directory / LDAP (Lightweight Directory Access Protocol), simply create a User name in the format DomainName\UserName used to log in to Windows.

FactoryTalk EnergyMetrix Software

Create a Role

To create a Role, navigate to the Roles and Users folder under the System tab in the navigation tree.

1. Click Add on the Role Setup screen.

2. Select a Parent Group from the pull-down menu. If the Role is to be assigned Global scope, select None. Otherwise, select the desired

Group (only groups that are Domains appear in the list). Roles that are assigned to domains can only be assigned to Users assigned to the same group or domain.

3. Enter a Name for the Role along with any Notes you wish to add.

4. To assign Privileges, select an individual privilege from the right-hand list and click the single-arrow button to assign it to the role.

You can also click the double-arrow button to assign all the privileges to the Role. Y ou can also use buttons to un-assign privileges.

This should only be done with caution since this gives any Users assigned this role administrative privileges.

Create a New User

To create a new user, follow these steps.

1. From the Role Setup screen, click the Add User link.

2. Fill in the User Setup information fields.

4 • Set up Your System Architecture

 Enter the User name to be used to log in. If using Windows Active Directory

security, the username must be of the form DomainName\UserName used to log in to Windows.

 Enter additional information such as first and last names, email address,

telephone, fax and pager numbers.

 Enter a Password. Note that the password is case sensitive. If using Windows

Active Directory security, the entered password will only be used if the user cannot be authenticated with the Active Directory server. When the user IS authenticated against an Active Directory server, the password is updated in the database to keep the passwords synchronized.

 If desired, select a different default time zone from the pull-down menu.

FactoryTalk EnergyMetrix Software

 Enter a language preference (future functionality).  Un-check the checkbox to disable alarm notifications by email if desired.

3. Select User Roles by checking the applicable check boxes. More than one Role can be assigned to a User.

4 • Set up Your System Architecture

Overview of Privileges

Privileges apply only within the Parent Domain of the Role. Privileges assigned to Global Roles apply within the entire project.

Privilege Name Description Included in Default Role Definition

Admin User Guest

View Groups View the structure of the project • • • Edit Groups Add, delete, and modify Groups and Domains • View Users View the list of and properties of defined Users • • Edit Users Add, delete, and modify Users and their properties • Overwrite Passwords Change password of other users (any users can

change their own password) View Roles View the list and properties of defined Roles • • Edit Roles Add, delete, and modify Roles and their properties • View Devices View Devices and their properties • • • Edit Devices Add, delete, and modify Devices and their properties • View Meters View Meters and their properties • • • Edit Meters Add, delete, and modify Meters and their properties • View Meter Tags View Meter Tags and their properties • • • Edit Meter Tags Add, delete, and modify Meter Tags and their

properties View Alarm Subscriptions View alarm subscriptions • Edit Alarm Subscriptions Add, delete, and modify alarms subscriptions • Purge Alarms Purge alarms • Edit Units Add, delete, and modify Units, Base Units and Value

Types View Meter Data View Meter Data in Summary, Trend, and Calendar

Trend mode

•

•••

Edit Meter Data Edit logged meter data in the database • View Manual Meter Data View manual Meter Data in Summary, Trend, and

Calendar Trend mode Edit Manual Meter Data Input and modify manual meter data • Purge Device Errors • View Rate Schedules • • Edit Rate Schedules Add, delete, and modify Rate Schedules and their

properties including editing line item scripts View Reports View Reports including editing start and end dates • • •

•••

•

FactoryTalk EnergyMetrix Software

Privilege Name Description Included in Default Role Definition

Admin User Guest

Edit Reports Add, delete, and modify Reports and their properties • View Custom Pages • • Edit Custom Pages Add, delete, and modify Custom Pages • View Report Jobs View the setup information for auto-run Report Jobs • • Edit Report Jobs Create and edit auto-run Report Jobs • Purge Logged Data Purge meter data from the database • View Multi-purpose Report

Scripts Edit Multi-purpose Report

Scripts Edit System Configurations • View Alarms • • • Edit Alarms • View Logged-in Users • View Fiscal Calendar View Fiscal Calendars and select fiscal periods for

Edit Fiscal Calendar Add, delete, and modify fiscal calendars •

View Multi-purpose Report Scripts • •

Add, delete, and modify Multi-Purpose Report

Scripts

trends, reports, and other items

•

•••

Set up Devices

FactoryT alk EnergyMetrix software uses Device Classes to determine how to interact with a particular device. The device class includes the device family, communication type and whether the device has a clock that can be synchronized.

The following device classes are supported in FactoryTalk EnergyMetrix software.

PowerMonitor 5000 Unit on an EtherNet/IP Network

Connects to an Allen-Bradley PowerMonitor 5000 M5 and/or M6 model on an EtherNet/ IP network.

Wireless PowerMonitor W250 Unit

Connects to an Allen-Bradley Wireless PowerMonitor W250 unit. FactoryTalk EnergyMetrix software uses an integral Modbus RTU master driver to communicate with this class of device. The device must be installed in a properly configured wireless mesh communication network with routers as necessary and by using a wireless PC Receiver connected with the FactoryTalk EnergyMetrix server using serial or Ethernet communication.

4 • Set up Your System Architecture

PowerMonitor 500 Unit

Connects to an Allen-Bradley PowerMonitor 500 panel-mounted meter by using the Modbus RTU master driver integral to FactoryTalk EnergyMetrix software. PowerMonitor 500 units can connect to the FactoryTalk EnergyMetrix server using serial multidrop (RS-485) or Ethernet communication (using a serial to Ethernet gateway).

PowerMonitor 3000 (model) Unit on (communication type)

Connects to an Allen-Bradley 1404 PowerMonitor 3000. The following are supported:

Models

 M4 and M5 - basic power and energy metering  M6 - basic power quality metering  M8 - advanced power quality metering

Communication Types

 ControlNet network.  DeviceNet network.  Ethernet network - the older Ethernet protocol, also known as CSP or PCCC, used

with the Series A Ethernet PowerMonitor 3000 unit.

 EtherNet/IP network - also known as CIP, used with the Series A Ethernet

PowerMonitor 3000 unit. Uses DeviceNet network addres sing.

 Remote I/O network - Must have a parent device such as a PLC-5, SLC 500 or

ControlLogix controller.

 Serial network - Allen-Bradley DF1 half duplex master/slave.

Serial communication will not provide adequate performance in most cases. Please contact Rockwell Automation technical support for more information.

PowerMonitor 1000 (model) Unit on (communication type)

Connects to an Allen-Bradley 1408 PowerMonitor 1000 unit. The following are supported:

Models

 TR1 - voltage/current transducer  TR2 - power transducer  EM1 - real energy submetering monitor  EM2 - energy and demand monitor  EM3 - full function power and energy monitor

Communication Types

 EtherNet/IP network  Serial network - Allen-Bradley DF1 half or full duplex

FactoryTalk EnergyMetrix Software

OPC Server on an Ethernet Network

Connects to the RSLinx Classic OPC server or a 3rd party OPC server such as Kepware. OPC devices and meters allow FactoryTalk Ener gyMetrix to communicate with a wide variety of Rockwell Automation and third-party devices by using OPC. Connection to third party OPC servers such as Kepware require installation of the FTEMOPC 3rd party communication option. The OPC Browser may be used for setting up Devices, Meters, and Meter tags.

An important use for OPC meters is to log data from Allen-Bradley Logix family controller native tags by using the RSLinx Classic OPC server. To support OPC, RSLinx Classic software must be activated at the OEM level or higher, for example, Professional or Gateway.

FactoryTalk Live Data Server on an Ethernet Network

Connects to the FactoryTa l k Live Data Server (RSLinx Enterprise). The OPC Browser may be used for setting up Devices, Meters, and Meter tags.

FactoryTalk EnergyMetrix Server on Ethernet Network

Connects to a remote FactoryTalk EnergyMetrix server to obtain logged data as a roll-up server. A roll-up server device is used to establish a connection to a remote FactoryTalk EnergyMetrix server.

When roll-up meters and meter tags are configured, their data will be transferred from the remote server at a rate defined in the web.config file. The default rate is once every 60 minutes.

Allen-Bradley Overload Relay and Motor Protection System Products

Connects to the following products:

 825-P Modular Protection System on a DeviceNet network  E1 Plus Overload Relay on a DeviceNet or EtherNet/IP network  E3, E3 Plus, E3 Plus EC5 Overload Relays on a DeviceNet network

4 • Set up Your System Architecture

SLC 500 Controller on (communication type)

Connects to an Allen-Bradley SLC 500 programmable controller. The following communication networks are supported:

 Ethernet network - CSP/PCCC addressing  Serial network - DF1 full-duplex  DH+ network - Data Highway Plus

ControlLogix Controller on (communication type)

Connects to an Allen-Bradley ControlLogix (or Logix family) controller, such as CompactLogix controller. With this device class, FactoryTalk EnergyMetrix software can log only PLC/SLC mapped tags. You can log Logix family native tags by using RSLinx Classic OPC.

 ControlNet network  Ethernet network - EtherNet/IP  Serial network - DF1 full duplex  DH+ network - Data Highway Plus

PLC-5 Controller on (communication type)

Connects to an Allen-Bradley PLC-5 programmable controller. The following communication networks are supported:

 ControlNet network  Ethernet network - CSP/PCCC addressing  Serial network - DF1 full duplex  DH+ network - Data Highway Plus

MicroLogix Controller on an Ethernet Network

Connects to an Allen-Bradley MicroLogix controller 1000, 1100, 1200, 1400, 1500.

PowerMonitor II (model) Unit on (communication type)

Connects to an Allen-Bradley 1403 PowerMonitor II. Model LM specifies the limited metering model. The following communication are supported:

 DeviceNet network (RT option is not supported for DeviceNet)  Ethernet network - CSP/PCCC addressing  Remote I/O network - Must have a parent device such as a PLC-5, SLC 500, or

ControlLogix controller.

 Serial network - Allen-Bradley DF1 half duplex master/slave

Serial communication will not provide adequate performance in most cases. Please contact Rockwell Automation technical support for more information.

FactoryTalk EnergyMetrix Software

PowerMonitor Unit on the Remote I/O Network

Connects to an Allen-Bradley 1400 PowerMonitor Unit. The only support communication is Remote I/O. Must have a parent device such as an Allen-Bradley PLC-5, SLC 500, or ControlLogix controller.

Ethernet Energy Module (model) on an Ethernet Network

Connects to an Allen-Bradley 1803-EEM controller designed for totalizing pulse and analog legacy meters. The 1803-EEM is a legacy product which is no longer offered for sale by Rockwell Automation. It comprises a programmable controller with preengineered logic. The following models are supported in FactoryTalk EnergyMetrix software:

 SLC 500 controller  MicroLogix controller  ControlLogix controller

How to Set up a Device

Follow these general steps to set up a device. If you have already performed a step then skip to the next. Your login Role must be assigned Edit Devices privilege to add or edit Devices. Without this privilege, many of the elements will not be visible.

1. Configure the data source as applicable:

 Set up a RSLinx Classic driver to communicate with the device  Configure the ControlNet or DeviceNet network by using RSNetworx software  Set up a parent device for Remote I/O devices  Install and configure an OPC driver

If FactoryTalk EnergyMetrix is installed on a Windows 2008 Server, please see the RSLinx Classic Software on 64-bit Server

Tips topic.

2. In the navigation tree, select the System tab and open the Devices folder.

3. Select the Group or Domain for the new device.

4. Click Add a device.

4 • Set up Your System Architecture

5. Enter information into the Device Information fields. The device setup page may change when you select a Device Class.

6. Enter information into the Device Communication fields.

7. Click Save to create the new device, or Cancel to discard your device settings.

FactoryTalk EnergyMetrix Software

Device Setup Page Elements

These buttons appear when viewing the device setup:

These buttons appear when adding a new device or editing an existing device setup:

 Edit - Opens the device setup screen in edit mode.  Add - Opens a new device setup screen in edit mode.  Copy - Opens a new device setup screen with a copy of the existing device setup

information.

 Delete - Deletes the device and all meters attached to it. Requires confirmation.  Save - Records edits to the database and exits edit mode. Triggers a database change

event.

 Cancel - Discards changes made to the device setup and exits edit mode. Does not

delete a new device created by using the Add button.

RT (Real Time) Option Links

If the device class supports RT functionality , links to the optional RT device configuration and device viewer screens appear in view mode.

If the R T opt ion is not installed, a page opens which indicates that the activation for RT is not present.

Wireless PowerMonitor W250 PC Receiver Setup Link

A Wireless PowerMonitor W250 device also has a link to its PC Receiver setup page.

4 • Set up Your System Architecture

Device Information

Enable Check Boxes

The enable check boxes appear in both view and edit modes. In edit mode they can be clicked and unclicked. In view mode they are grayed out.

 Enable Device - Turns on and off communication between FactoryTalk EnergyMetrix

and the device. A device must be enabled for any of the other enables to be effective.

 Enable Real-time Logging - Turns on and off logging of meter tags in meters attached

to the device. Does not appear on setup page for roll-up servers. More info...

 Enable Auto Data Repopulation - Turns on and off ADR. Supported in only certain

devices such as Allen-Bradley power monitors and MicroLogix EEMs. Does not appear on device setup screen for OPC devices. See Automatic Data Repopulation

page 98.

 Enable PQ Events Logging - Turns on and off power quality event logging. Applies

only to Allen-Bradley Powermonitor 3000 model M6 and M8 devices.

Device Identification

These parameters establish some general and some device-class specific details.

 Parent Group - Applies to all devices. Specifies the group or domain the device to

which the device is assigned. A device can only be assigned to one group or domain.

 Device Class - Applies to all devices. A device class is a set of properties that informs

FactoryTalk EnergyMetrix how to interact with the device.

FactoryTalk EnergyMetrix Software

 Name - Every device must have a Name. See Name Fields on page 52 for more

information. The name should uniquely identify the device, since:

 The device name without group affiliation will be picked from a pull-down menu

 The overall device status page identifies devices by name without group

You can use any alphanumeric characters in a device name.

 Notes - A field is provided for entering notes or comments for all devices.  Time Zone - Applies to all devices except for roll-up servers.  Time Sync. - Applies only to devices with internal clocks that can be synchronized to

the FactoryTalk EnergyMetrix server. Establishe s how often the server synchronizes the device clock. If the device time is synchronized by another method, set to ‘Never’ to avoid time-related issues. Examples of devices that FactoryTalk EnergyMetrix can time-sync are Allen-Bradley power monitors and programmable controllers.

 Device password - Applies only to Allen-Bradley power monitors. Default of zero

matches the default power monitor password. The password entered here must match the power monitor password to enable time sync and device configuration download by using the RT option. The username field only applies to the PowerMonitor 5000.

during meter setup.

affiliation

If security is enabled in a PowerMonitor 5000 unit, enter both an application-level account username and password. This will allow FactoryTalk EnergyMetrix to configure or read log files from the power monitor. Security accounts must be configured in the power monitor.

Device Communication Setup

The device communication section of the device setup page defines how FactoryTalk EnergyMetrix communicates with the device. Its content depends on the device class and type of network connecting FactoryT alk Ener gyMetrix software to the device. FactoryTalk EnergyMetrix software features flexible device communication.

Communication Path

 Paths to Rockwell Automation devices by using the FactoryTalk EnergyMetrix

integral Modbus driver.

FactoryTalk EnergyMetrix software communicates with Allen-Bradley Wireless PowerMonitor W250 and PowerMonitor 500 products using an integral M odbus RTU master driver.

4 • Set up Your System Architecture

The communication path is written in the following syntax:

<COM port ID>\x

<IP address>\x

where ‘COM port ID’ is the physical COM port in the FactoryTalk EnergyMetrix server; ‘IP address’ is the IP address of a serial to Ethernet protocol converter (for example,. Digi-One IA); and ‘x’ is the Modbus node number of the device.

 Paths to Rockwell Automation devices by using RSLinx Classic software

FactoryTalk EnergyMetrix software communicates with Allen-Bradley devices such as power monitors and programmable controllers by using RSLinx Classic communication drivers. You must configure drivers in RSLinx Classic software on the FactoryTalk EnergyMetrix server prior to configuring devices that communicate with the server by using the drivers, and enter the device addresses into the driver address lists.

If FactoryTalk EnergyMetrix is installed on a Windows 2008 Server, please see the RSLinx Classic Software on 64-bit Server

Tips topic.

The communication path is written in the following syntax:

[ComputerName!]RSLinxDriverName\PathSegment1\PathSegment2\ ... \PathSegmentN

ComputerName is optional but if used must be the FactoryTalk EnergyMetrix server name. RSLinxDriverName corresponds to the name in RSLinx Classic for the driver used to communicate with the device. Examples of default RSLinx Classic driver names are:

 AB_ETH-1, Ethernet TCP/IP driver  AB_DF1-1, Serial full-duplex DF1 driver  AB_MASTR-1, Serial half-duplex DF1 master driver  AB_TCP-1, RSLinx Classic Gateway remote driver  1747-SDNPT-1, DeviceNet pass-thru driver for a 1747-SDN card  AB_PCC-1, ControlNet driver for the 1784-PCC card

PathSegment1 through PathSegmentN indicate node numbers, channels, addresses, and slot numbers,. that make up the ‘hops’ that a message takes. Communication paths may vary from very simple to quite complex. Examples of communication paths:

 AB_ETH-1\128.1.100.201, a direct connection to an Ethernet device on the same

network as the FactoryTalk EnergyMetrix serve r

 AB_ETH-1\128.1.100.134\Backplane\4, the path for a ControlLogix controller

with a 1756-DHRIO module in slot 4. The controller will be used as a parent device to a power monitor on Remote I/O configured in the 1756-DHRIO module.

FactoryTalk EnergyMetrix Software

 AB_ETH-1\128.1.100.82\Backplane\2\A\10\Port2\6, path from the FactoryTalk

 AB_ETH-1\128.1.100.82\Backplane\2\A\5, path from the FactoryTalk

All communication paths begin at the FactoryTalk EnergyMetrix server. Select the end point of communication paths according to these rules:

 For PLC-5 and SLC 500 controllers used as Remote I/O parent devices, the

 For ControlLogix controllers used as Remote I/O parent devices, the

EnergyMetrix server, via Ethernet to a ControlLogix Gateway with IP address

128.1.100.82, via ControlNet to a 1788-CN2DN brid ge module, via DeviceNet to a Powermonitor 3000 with node address (MAC ID) 6

EnergyMetrix server, via Ethernet to the same ControlLogix gateway as in the previous example, via ControlNet to a Powermonitor 3000 with node address (MAC ID) 5

communication path extends to the network address of the PLC-5 or SLC 500 processor (see first example above)

communication path extends to the slot number of the 1756-DHRIO module (see second example above). The DHRIO module must be configured and owned by a ControlLogix processor and the RIO devices must be properly configured in the processor's I/O tree under that DHRIO module.

 For direct connect devices, the communication path extends through all

communication hops to the device's communication port (see third example above). DeviceNet power monitors are always configured as direct connect whether using an RSLinx direct or pass-thru driver .

 For 1803-EEM Ethernet Energy Module, the following applies:  If the 1803-EEM is based on a SLC 500 controller, the path extends to the

network (IP) address of the SLC 5/05

 If the 1803-EEM is based on a ControlLogix controller, the path extends through

the ControlLogix processor module. For example: AB_ETH-1\128.1.100.134\Backplane\0, where 0 is the processor slot.

To use RSLinx Classic to help determine the correct path, following these steps:

1. Access the FactoryTalk EnergyMetrix server and open RSLinx Classic

2. From the RSLinx Classic main menu, select Communication > Configure Shortcuts

3. Using RSWho, drill down to the network or parent device as applicable. Note the path shown at the top of the window

4. Copy the entire path and paste it into the Communication path field in the device configuration screen in FactoryTalk EnergyMetrix. You can optionally omit the computer name at the beginning of the path (up to and in cluding the exclam ation point delimiter)

5. If the path ends on a network, add a ‘\’ delimiter and the device address at the end of the shortcut path

 OPC Communication Path

4 • Set up Your System Architecture

Enter the OPC server name in the device setup screen. RSLinx Classic software must be activated at the OEM or higher level to support

OPC.

The update rate of OPC devices can be configured in the System Configuration page.

OPC devices utilize the Max Messages setting in the device setup. There is no field for this on the device setup web page so it must be changed manually in the database. If the field in the database is null then it defaults to 10.

 Roll-up Server Communication Path

The communication path is simply the remote server's IP address or network name.

Other Communication Settings

The settings listed below apply only to certain device classes.

 Communication Timeout (seconds), Communication Retries, Maximum Messages

These parameters can be adjusted to improve communication on less than optimal networks.

 Remote I/O Rack, Remote I/O Group, Remote I/O Scanner Slot

These parameters are used to configure pass-thru communication with child devices on a Remote I/O network with a PLC-5 or SLC 500 parent device. The child devices must be properly configured in the Remote I/O configuration of the parent device and the parent device must be in ‘run’ mode for communication to occur.

FactoryTalk EnergyMetrix software uses Remote I/O pass-thru communication to connect to power monitor devices. If the parent controller is communicating with the power monitor via block transfer, care must be taken to schedule the programmed block transfers to permit sufficient Remote I/O buffers and bandwidth to support the pass-thru communication. If communication errors occur with Remote I/O devices, check to ensure that scheduled block transfers are not programmed to occur continuously.

 ADR Interface File

Applies to programmable controllers programmed to support automatic data repopulation. Enter the address of the ADR interface file. The default is F100. If you have changed the address of the ADR interface file in the ADR Wizard, enter the correct address.

 Enable Communication Loss Alarm Check Box

Click this check box to have FactoryTalk EnergyMetrix software treat communication loss to a device as an alarm condition.

FactoryTalk EnergyMetrix Software

 Test Communication Button

Visible only in view mode. Click this button to check the connection between FactoryTalk EnergyMetrix software and the device.

Devices may be deleted or copied by using the buttons in the Device Setup screen.

Copy a Device

When a new device is created, it may be necessary to click the button more than once to receive a ‘Connection successful’ response. In some cases it may be necessary to access the FactoryTalk EnergyMetrix server, open RSLinx Classic software, open RSWho, and drill down to the non-responding device. This is necessary for ControlLogix controllers when FactoryTalk EnergyMetrix software is logging PLC/SLC mapped tags.

Copying Devices can increase productivity during initial setup of FactoryTalk EnergyMetrix or when adding power monitors to an existing system. To copy a Device, follow these steps.

1. Select the device you wish to copy in the System tab, Devices folder.

2. Click Copy in the Device Setup screen. A new device is created of the same type, with the name ‘Copy of <selected device

name>’. The new name is truncated if longer than 50 characters.

3. Rename the new device as desired.

4. Change the Device Class if necessary.

5. Edit the communication path as desired.

6. You can also change any other Device Setup parameters, including Parent Group and Time Zone.

7. Click Save when finished. The Cancel button does not delete the new device, only cance l edits made in steps 4

and 5.

4 • Set up Your System Architecture

Delete a Device

To delete a Device, follow these steps.

Deleting a device also deletes all Meters associated with the device and purges all data associated with those meters in the FactoryTalk EnergyMetrix database. When a large quantity of data is purged, it is possible that a timeout error will occur in Microsoft SQL server, requiring a server restart.

1. Select the device you wish to delete in the System tab, Devices folder.

2. Click Delete in the Device Setup screen.

3. Click OK when prompted, or Cancel if you decide not to delete the Device. The Device Status display provides a color-coded summary of the communication

status of all devices in a group or domain at a glance.

Click any device link to open a new browser window with detailed information on the device and its associated meters and meter tags.

FactoryTalk EnergyMetrix Software

Set up a Meter

A meter is a logical source of data to FactoryTalk EnergyMetrix software and is the unit used for licensing FactoryTalk EnergyMetrix Manager software. There are two types of meters.

 Device Meters are data sources that are associated with Devices. Tags associated with

Device Meters are generally polled automatically

 Manual Meters are data sources that permit data to be entered manually. A Manual

Meter may also be used as a ‘virtual’ meter with derived tags

Meters are assigned to Groups and Domains and may be apportioned among more than one Group or Domain.

You must set up at least one Group or Domain before you can set up Devices and Meters. You must set up Devices before you set up device-based Meters.

Meter Types

Meters can be assigned meter types. You can add meter types only by adding rows to the dbo.MeterT ypes table in the FactoryTalk EnergyMetrix EMMA database. Meter types are a useful index for filtering meters in MPR scripts. Manual meters can be assigned any Meter Type so long as its meter tags are set up as manual meter tags.

Meter Tags

Meters can be considered collections of Meter tags. A tag is the basic unit of data collection in FactoryT alk EnergyMetrix software. A tag can be a Device tag, a Manual tag, a Derived tag, or an Alarm tag.

 Device tags are associated with data values polled from a Device. You can set up

Device tags to be polled in real time or to be polled from the device's trend (or snapshot) log by using automatic data repopulation (ADR).

 Manual tags are placeholders in the database that allow a user to manually input

values that are used in reports but are not available as device tags.

 Derived tags are the result of calculations performed on combinations of other meter

tags.

Most meter tags are associated with a Value type. The value type is used by the billing and reporting functions to aggregate data of a certain type from one or more meters or groups. FactoryTalk EnergyMetrix software includes a number of default Value types. You can add custom Value types from the Unit Setup screen in the System tab.

4 • Set up Your System Architecture

It is important to understand the difference between a Meter and a Device. A Device is a physical piece of hardware such as a power monitor or programmable controller, or a software application such as an OPC server. A Meter is a logical, or virtual, device that functions as a collection of data Tags. Three examples illustrating the importance of this distinction are:

 A power monitor is a single Device. Each of its status inputs can be used as a Meter by

connecting a pulse type meter and counting pulses.

 A Programmable Controller is a single Device which may include a number of

Meters, each configured as a User Defined Data Source. Some of these Meters may also be Devices, as where a PLC controller concentrates data from multiple power monitors for data logging yet each power monitor is also accessible from FactoryTalk EnergyMetrix RT software for viewing all data, logs, and oscillographs.

Set up a Device-based Meter

Follow these steps to create a device-based Meter.

1. Select the Meters tab in the navigation tree and select a group or domain for the meter location.

If you need to, create a new group.

2. Select the Meters tab in the detail pane and click the Add a new meter link.

FactoryTalk EnergyMetrix Software

3. The Add a Meter dialog box appears.

4. Select a Parent Group. The default is the group selected when you began to configure the meter.

5. Select a meter Type from the pull-down menu.

6. Select a Device from the pull-down menu. If you need to, configure a new Device.

7. Enter a name for the new meter and any notes you wish to record.

8. Select a time zone for the meter. A new meter is automatically configured to contribute 100% of its value to its parent

group.

9. To adjust the contribution factor, navigate to the System tab, Groups folder, select the parent group of the new meter, and edit the Group Setup screen.

10. Click Save. To add meter tags, click the Add a new meter tag link.

4 • Set up Your System Architecture

11. Add meter tags and alarms as desired.

12. When finished adding meter tags, you can click the Read Device T ags link to view the value of the device tags.

Set up a Manual Meter

Manual meters allow the integration of data from non-automatic data sources such as legacy electric revenue meters, water meters, oil flow gauges and the like into the database and reports. In a manual meter, a user reads data from the legacy meter and enters the meter reading into FactoryTalk EnergyMetrix software.

You may also use a manual meter to enter data needed in reports that is not available through an automatic data source. For example, your gas bill may include a ‘Heating factor’ that varies from month to month. Setting up a manual meter allows you to enter each months parameter for use in that months report and for historical records.

You can also set up manual meters and manual meter tags as targets for data transferred from other data sources such as production or ERP databases.

Users who plan to convert from manual meters to power monitors in the future may set up manual meters with device tags. When the power monitor is eventually installed, the meter can be changed to a Device type. FactoryTalk EnergyMetrix software will include records from both the manual meter and the power monitor in the same meter database.

FactoryTalk EnergyMetrix Software

Follow these steps to configure a manual meter.

1. Navigate to the group that will contain the manual meter.

2. Select the Meters tab. Click the Add a new meter link.

3. Select a meter type from the Type pull-down menu. Manual meters can be assigned any meter type.

4. Select None as the Device.

5. Enter a Name, any Notes and select a Time zone for the meter.

6. Click Save.

7. To add meter tags, click the Add a new meter tag link.

4 • Set up Your System Architecture

Set up an OPC Meter

OPC meters allow FactoryTalk EnergyMetrix to communicate with a wide variety of Rockwell Automation and third-party devices by using OPC. Starting with FactoryTalk EnergyMetrix software version 1.5, connection with the RSLinx Classic OPC server is supported in Manager. Connection to third party OPC servers such as Kepware requires installation of the FTEMOPC 3rd party communication option.

An important use for OPC meters is to log data from Allen-Bradley Logix family controller native tags.

You must first configure an OPC Device before you can configure meters associated with the OPC server. You may also need to configure the OPC Server with channels, tags, topics, and/or items depending on the specific server.

To set up an OPC meter, follow these steps.

1. Select the name of the OPC Device from the Device pull-down menu.

2. Enter a Name for the Meter and select a Time zone.

3. Enter the Access path.

4. Select Save to create the meter or Cancel to exit without saving your changes.

5. To add meter tags, click the Add a new meter tag link.

FactoryTalk EnergyMetrix Software

Set up a Roll-up Server Meter

Roll-up server functionality in FactoryTalk EnergyMetrix software supports transfer of meter data from a local FactoryTalk EnergyMetrix (or RSEnergyMetrix) server database to another. Typically a roll-up server is used in a corporate setting to consolidate and summarize local plant energy information.

If you plan to use roll-up server meters, please install Internet Explorer WebControls 1.0 on the server.

Follow these steps to create a roll-up server Meter:

1. Select the Meters tab in the navigation tree. Select a group or domain for the meter location.

If custom value types have been added to a local FactoryTalk EnergyMetrix server, identical value types must exist in the rollup server to prevent meter tags and their data in the roll-up server from being assigned incorrect value types. Identical value types have the same Value Type ID, description, units, demand and consumption flag settings.

2. Select the Meters tab in the detail pane and click the Add a new meter link.

4 • Set up Your System Architecture

The Add a Meter dialog box appears.

3. Select a Parent Group. The default is the group selected when you began to configure the meter.

4. Select a meter Type from the pull-down menu.

5. Select a Device from the pull-down menu.

6. Enter a name for the new meter and any notes you wish to record.

7. Select a time zone for the meter. A new meter is automatically configured to contribute 100% of its value to its parent

group.

8. To adjust the contribution factor, select the parent group and edit the Group Setup screen

9. Click Save.

10. To add meter tags, click the Add a new meter tag link.

FactoryTalk EnergyMetrix Software

Sharing a Meter Between Groups and Domains

You can assign a meter to multiple groups, move a meter from one group to another, or apportion a meter among different groups or domains. Follow these steps to share a meter between groups and domains.

1. Navigate to one of the groups or domains that will share the meter.

2. In the Group Setup screen, click Edit.

3. Select the meter to share. If the meter is not assigned to the group or domain, select it in the Meters Not

Assigned to Group window and click the right arrow to assign it.

4. With the meter selected, enter a Contribution Factor between 0 and 100%. The default meter contribution factor is 100%.

5. Click Save adjacent to the contribution factor field.

6. When you are finished setting meter contributions, click the Save button for the group setup (at the top of the page) to store all the changes.

FactoryTalk EnergyMetrix software does not check that the contribution factors for a meter total 100%.

4 • Set up Your System Architecture

Copy or Delete a Meter

Meters can be deleted or copied by using the buttons in the Meter Setup screen.

Copy a Meter

Copying Meters can increase productivity during initial setup of FactoryTalk EnergyMetrix software or when adding power monitors to an existing system. To copy a Meter, follow these steps.

To save time, create a master meter for each Device Class, create all the desired Meter Tags, verify logging and data correctness. Once the master meter has been verified, then make copies of it.

1. Select the meter you wish to copy in the Meters tab.

2. Select the Meter Setup tab in the Detail pane.

3. Click Copy in the Meter Setup screen.

4. A new meter is created, with the name ‘Copy of <selected device name>’. The new name is truncated if longer than 50 characters.

A new copy of a Device Meter is associated with the same device (if any) as the copied Meter , and includes replicas of all meter tags. The new meter tag addressing is based on the Device Class of the device associated with the meter that was copied. If the Device associated with the new copy is different than that associated with the original meter, the tag addressing is likely to be incorrect. For example, meter tag addressing for a Powermonitor 3000 on Ethernet (Series A) is different than the addressing for a Powermonitor 3000 on EtherNet/IP (Series B). Some device meter tags will require re-addressing in any event, such as 1803-EEM or PLC based meter tags.

5. Rename the new meter as desired.

6. Change the associated Device.

7. You can also change any other Meter Setu p parameters, including Time Zone.

8. Click Save when finished.

FactoryTalk EnergyMetrix Software

The Cancel button will not delete the new meter, only cancel edits made in steps 6 thru

Delete a Meter

To delete a Meter, follow these steps.

Deleting a Meter also deletes all Meter Tags and purges all data associated with the meter in the FactoryTalk EnergyMetrix database. When a large quantity of data is purged, it is possible that a timeout error will occur in Microsoft SQL server, requiring a server restart.

The new Meter copy will be assigned to the same Groups as the meter that was copied. To change the group assignment, use the meter assignment function in the System tab > Group Setup screen.

Do not delete a Meter to unassign it from a group, as the meter is deleted from all groups to which it is assigned. To unassign a meter from a group, use the meter assignment function in the System tab > Group Setup screen.

1. Select the meter you wish to delete in the Meters tab.

2. Select the Meter Setup tab in the detail pane.

3. Click the Delete button in the Meter Setup screen.

4. Click OK when prompted, or Cancel if you decide not to delete the meter.

Set up a Meter Tag

To add meter tags, click the Add a new meter tag link.

The next step depends on what kind of meter tag you wish to configure, and if it is a Device tag, what type of device it is.

4 • Set up Your System Architecture

Set up an Allen-Bradley Power Monitor Tag

FactoryTalk EnergyMetrix software makes setup of Allen-Bradley power monitor tags easy and straightforward. Follow these steps to set up an Allen-Bradley power monitor tag.

1. In the Add a Meter Tag window, leave the Meter tag type as Device.

2. Select a tag from the Select device tag to load data pull-down menu.

3. Note that the remaining fields are automatically filled in.

Do not change any of the remaining fields from the values that FactoryTalk EnergyMetrix software fills in automatically. Changing the address, data format, scaling, value type, and other parameters may prevent logging of the tag or may cause the tag to be logged with erroneous data.

4. Set the Log rate to the polling interval you desire.

5. Click Save to save the new tag, or Cancel to exit without saving.

Set up an Allen-Bradley Motor Protection Device Tag

Follow these steps to set up an Allen-Bradley motor protection device tag.

1. In the Add a Meter Tag window, leave the Meter tag type as Device.

2. Select a tag from the Select device tag to load data pull-down menu.

3. Note that the remaining fields are automatically filled in.

FactoryTalk EnergyMetrix Software

4. Set the Log rate to the polling interval you desire.

5. Click Save to save the new tag, or Cancel to exit without saving.

Set up a PLC-5, SLC 500, or MicroLogix Meter Tag

To configure a PLC-5 or SLC 500 tag, follow these steps.

1. In the Add a Meter Tag window, leave the Meter tag type set to Device.

2. Enter a Meter tag name.

3. If the tag corresponds to a Value Type, select a Value Type from the pull-down menu.

4. Enter a Log rate.

5. Type in the Address in PLC-5/SLC 500 address format, for example, F21:10.

FactoryTalk EnergyMetrix software does not natively support the LONG data type in the MicroLogix controller. To log data from a LONG tag, enter the address as Nx:2*y where x is the Long file number and y is the Long element number, and select 32-bit Integer as the meter tag data type. For example, L12:6 would be addressed N12:12 in the meter tag setup.

6. Select the appropriate Tag format from the pull-down menu.

7. Select the Units, Number of decimals to display, Scale, Offset, and Rollover V alue for the tag as appropriate.

8. Click Save to save the new tag, or Cancel to exit without saving.

4 • Set up Your System Architecture

Set up a ControlLogix Meter Tag

For meters attached to ControlLogix device types, FactoryTalk EnergyMetrix software communicates with PLC-5 or SLC 500 mapped tags in the ControlLogix controller. The user must perform the tag mapping and configure meters by using the mapped addresses. To communicate with ControlLogix native tags, use an OPC meter and the RSLinx Classic OPC server.

To configure a ControlLogix tag, follow these steps.

1. In the Add a Meter Tag window, leave the Meter tag type set to Device.

2. Enter a Meter tag name.

3. If the tag corresponds to a Value Type, select a Value Type from the pull-down menu.

4. Enter a Log rate.

5. Type in the mapped Address in PLC-5/SLC 500 address format, for example F21:10.

6. Select the appropriate Tag format from the pull-down menu.

7. Select the Units, Number of decimals to display, Scale, Offset, and Rollover V alue for the tag as appropriate.

8. Click Save to save the new tag, or Cancel to exit without saving.

FactoryTalk EnergyMetrix Software

Set up an OPC Meter Tag

Ten meter licenses are included in Manager. These meters may be any combination of RSLinx and OPC meters. Beyond the first ten meters, in order to communicate with third party devices such as power monitors from other vendors, the FTEMOPC

3rd party Connectivity Option must be installed.

Follow these steps to set up an OPC Meter Tag:

1. In the Add a Meter Tag window, leave the Meter tag type set to Device.

2. Enter a Name for the meter tag. If the tag corresponds to a standard value type, select it from the pull-down menu.

3. Enter a Log Rate.

4. Enter the Item name in the Address field using OPC Tag browser.

5. Select the tag format and units, as applicable.

4 • Set up Your System Architecture

6. Click Save to create the new tag or Cancel to exit without saving.

FactoryTalk EnergyMetrix software includes an OPC Test Client that can be used for verifying and troubleshooting logging from OPC servers. The OPC Te st Client can be found on the server in the \bin folder under the FactoryTalk EnergyMetrix program folder.

Set up a Manual Meter Tag

Follow these step to configure a manual tag for a manual meter.

1. From the Meter Setup tab, select the Add a new meter tag link.

2. Select Manual from the Meter Tag Type pull-down menu. This is required for the Enter Data button to appear in the Meter Data page, allowing

you to enter manual meter data.

3. Give the tag a Name.

4. If desired, select a Value Type from the pull-down menu. For a manual tag, leave the rest of the fields on the screen as they are.

5. Click Save.

Enter Manual Data

Once a manual meter and its tags have been set up, you can enter data into the manual meter tags. You can enter data for a single meter or for a group of meters at one time. Follow these steps to enter manual data.

1. Navigate to the Meters tab.

2. T o enter data into a Group, select the Group, or to enter data into a single Meter, select the Meter .

3. Select a tab named <time period> Manual Data.

FactoryTalk EnergyMetrix Software

4. Click Enter Data.

5. Enter a date and time in the date / time field and click Set to set a common time stamp for all the tags listed in the window.

6. Enter the desired data for each manual tag. Data will be scaled by the scale and offset parameters configured in the meter tag

setup.

7. Click Save to store or Cancel to delete without saving.

Set up a Roll-up Meter Tag

Follow these steps to set up a roll-up meter tag:

1. In the Add a Meter Tag window, leave the Meter tag type as Device.

2. Click Select Tag.

4 • Set up Your System Architecture

A new window opens containing the navigation tree, meters and meter tags in the remote server. The objects accessible to you are determined by the username and password used in setting up the roll-up server device.

3. Drill down to and select a Meter Tag from the remote server. The new window remains open. Return to the meter tag setup screen. You can keep

the name that is automatically entered or enter a different Name for the meter tag.

Note that the remaining fields are automatically filled in. The log rate value reflects the log rate of the tag on the remote server. The roll-up meter tags are refreshed at a rate determined by a setting in the web.config file. The default roll-up interval is 60 minutes.

4. Click Save to save the new tag, or Cancel to exit without saving.

FactoryTalk EnergyMetrix Software

5. Once the meter tag has been saved, you can manually refresh tags from the remote server by entering a start date in the field provided, and clicking the Get roll-up tag values button.

Set up a Derived Tag

A derived tag is used to log values that are calculated from other meter tags. A derived tag script defines the tags and mathematical operations that return the desired value. Follow these steps to create a derived tag.

1. In the Add a Meter Tag window, select Derived as the Meter tag type.

If custom value types have been added to a local FactoryTalk EnergyMetrix server, identical value types must exist in the rollup server to prevent roll-up data with an incorrect value type. Identical value types have the same Value Type ID, description, units, demand, and consumption flag settings.

2. Enter a Derived tag script in the entry field. Note the following:

 The output variable of the script must be Result.  Meter tags may be specified by using fully qualified tag names or by using the

shortcut method.

 Scripts may include any Derived Tag functions or functions in the .NET system.math

namespace.

 Derived tags should not reference other derived tags, with two exceptions:

 Derived tag functions may reference any tag (including itself) logged previous to

the current time.

 Derived tags are calculated in meter tag ID order, so derived tag functions may

reference other derived tags with lower-numbered meter tag IDs.

If a derived tag script does not set the Result variable then no value will be inserted into the database.

4 • Set up Your System Architecture

3. Set the Log rate to the polling interval you desire. The derived tag script will run at the polling interval specified. Derived tag scripts run

five minutes after the normal polling time, so that all referenced meter tags have been updated. Derived tags that reference roll-up meter tags must have a log rate no less than the roll-up interval.

Set the Log rate to 10,080 minutes (1 week) to process the derived tag at midnight on Sunday.

4. Click Save to save the new tag, or Cancel to exit without saving.

5. After the derived tag setup is Saved, you may populate values from a point in the past until the present.

See Manually Repopulating Derived Tags

for more information.

Derived Tag Considerations

Derived tags allow calculation and logging of results from combining other logged data. However, derived tags have certain limitations which should be considered by the user prior to using them:

 Derived tags should not perform simple addition or subtraction of consumption

values. Doing so fails to take into account rollover and will result in errors in reporting, trending and aggregation. One method to combine consumption values in the use of the tagTotal() function with the tag set up to log delta values.

 Delta-value logging is more susceptible to data errors. Odometer-style data logging

provides more reliable report data in the event of server or network downtime.

 Derived tags do not support automatic data repopulation, however, they may be

repopulated manually by use of the CalcDerivedTags utility.

 Derived tags should not be used to aggregate meters into energy or cost accounting

groups. It is recommended to assign source meters to accounting groups by using their contribution factor as needed.

 Use care when aggregating apparent energy or power values. These are phasor values,

and their magnitude and angle must be taken into account in calculations.

Manually Repopulating Derived Tags

You can manually populate derived tags in two ways. Follow these steps to repopulate derived tags.

1. In the Meter Tag Setup screen, enter the start date in the textbox in the bottom of the screen and click Generate derived tag values.

The system will first delete all values between specified start date and the current time, and then generate the values from start date to current time according to meter tag derived formula and log rate settings.

2. Use the CalcDerivedTags.exe utility found in the \bin folder under the FactoryTalk EnergyMetrix program folder.

FactoryTalk EnergyMetrix Software

Usage is:

CalcDerivedTags [-sd <start date>] [-ed <end date>] [-t <metertagID>] [-d]

-sd <start date>

-ed <end date> if not specified, generates values until current date

-t <meter tag id> if not specified, generates all derived tags i n the system

-d delete old data in the selected interval before gene rating new values; if not specified, existing data is not overwritten

Examples

 Simple derived tag

In this example, the 'Acme' domain includes a main meter and a meter on one of its two feeders. The meter on the second feeder is a 'virtual' meter populated with derived tags. The derived tag script using shortcut method tag names for the Real Power Demand tag is:

Result = #MeterTagID456# - #MeterTagId789#

The script may also use fully qualified tag names. This usage will not permit the use of other derived tags in the formula.

 Derived tag using functions

This example calculates a value for Real Power Demand based on a 15 minute fixed demand period. The referenced meter tag (MeterTagId = 138) is logging Real Energy Net at a 15 minute log rate.

Result = TagTotal(138, 0, 0, 0, 15) * 4

 Consumption derived tag (odometer-style)

This example logs an odometer-style consumption value in derived tag ID 123 by adding the 15-minute usage of meter tags 456 and 789 to the previous logged value o f the derived tag.

Result = GetTagData(123, DateTime.utcNow.AddMinutes(-15)) _

+ TagTotal(456, 0, 0, 0, 15) _ + TagTotal(789, 0, 0, 0, 15)

 Testing source data

In this example, the source data is tested to avoid writing an incorrect result into the database. When the If condition is false, no Result is written.(

If (Not GetTagData(456) Is Nothing) And (Not GetTagData(789) Is Nothing) Then Result = GetTagData(123, DateTime.utcNow.AddMinutes(-15)) _

+ TagTotal(456, 0, 0, 0, 15) _ + TagTotal(789, 0, 0, 0, 15)

End If

4 • Set up Your System Architecture

Derived Tag Functions

You can use functions similar to those used in Rate Schedules in Derived Tag scripts. Derived T ag functions are listed below. MeterTagId is the ID number of the selected meter tag and can be found in the meter setup screen. Except as otherwise noted, all function arguments are Integer values and all functions return a Double value. Derived tags are calculated in meter tag ID order, so derived tag functions may reference other derived tags with lower-numbered meter tag IDs.

TagTotal Function

Returns the accumulated usage of the selected MeterTagId over the specified DateRange or time span. The TagTotal function is generally used with consumption values such as real energy. Usage:

Result = TagTotal(MeterTagId, DateRange.enumValue) Result = TagTotal(MeterTagId, months, days, hours, minutes)

TagAverage Function

Returns the mathematical average of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagAverage(MeterTagId, DateRange.enumValue) Result = TagAverage(MeterTagId, months, days, hours, minutes)

Tag Pe ak Fu nc t i on

Returns the largest instance of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagPeak(MeterTagId, DateRange.enumValue) Result = TagPeak(MeterTagId, months, days, hours, minutes)

Tag N Pea k s Fu n c t i o n

Returns a Double array of N elements containing the N largest instances of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagNPeaks(MeterTagId, N, DateRange.enumValue) Result = TagNPeaks(MeterTagId, N, months, days, hours, minutes)

TagPeakTimestamp Function

Returns a DateTime structure containing th e UTC time stamp of the larg est instance of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagPeakTimestamp(MeterTagId, DateRange.enumValue) Result = TagPeakTimestamp(MeterTagId, months, days, hours,

minutes)

TagNPeakTimestamps Function

Returns a DateTime array of N elements containing the UTC time stamps of the N largest instances of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagNPeakTimestamps(MeterTagId, DateRange.enumValue) Result = TagNPeakTimestamps(MeterTagId, months, days, hours,

minutes)

FactoryTalk EnergyMetrix Software

Tag R at c h et Fu nc t i o n

Returns the largest instance of the selected MeterTagId over the specified DateRange or time span and IntervalInMonths ending with the optional EndDate argument. The EndDate argument is a String type. If the EndDate is not specified, the IntervalInMonths ends on the current date and overlaps the specified DateRange or time span. Usage:

Result = TagRatchet(MeterTagId, [EndDate,] IntervalInMonths, DateRange.enumValue)

Result = Tagratchet(MeterTagId, [EndDate,] IntervalInMonths, months, days, hours, minutes)

TagLowest Function

Returns the smallest instance of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagLowest(MeterTagId, DateRange.enumValue) Result = TagLowest(MeterTagId, months, days, hours, minutes)

Tag N Lo w es t Fu n c t io n

Returns a Double array of N elements containing the N smallest instances of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagNLowest(MeterTagId, N, DateRange.enumValue) Result = TagNLowest(MeterTagId, N, months, days, hours, minutes)

TagLowestTimestamp Function

Returns a DateTime structure containing the UTC time stamp of the smallest instance of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagLowestTimestamp(MeterTagId, DateRange.enumValue) Result = TagLowestTimestamp(MeterTagId, months, days, hours,

minutes)

TagNLowestTimestamps Function

Returns a DateTime array of N elements containing the UTC time stamps of the N smallest instances of the selected MeterTagId over the specified DateRange or time span. Usage:

Result = TagNLowestTimestamps(MeterTagId, DateRange.enumValue) Result = TagNLowestTimestamps(MeterTagId, months, days, hours,

minutes)

Tag S um Fu nc t i on

Returns the arithmetic sum of the selected MeterTagId over the specified DateRange or time span. The TagSum function is usually used with non-consumption values such as hourly production. Usage:

Result = TagSum(MeterTagId, DateRange.enumValue) Result = TagSum(MeterTagId, months, days, hours, minutes)

4 • Set up Your System Architecture

GetTagData Function

Returns the value of the most recent logged value of the selected MeterTagId, looking back from the current time (or the optional utcTimeStamp argument if specified) for a duration of one logging interval. The result is an Object variable which contains the tag value or Nothing if no tag value can be found. If data is found, the expression

‘Not GetTagData(argument) Is Nothing’

evaluates as True.

Result = GetTagData(MeterTagId[, utcTimeStamp])

Enumeration Values - DateRange

The DateRange argument specifies how far back in time that logged data is evaluated in the function. The DateRange is referenced to the current timestamp of the Derived Tag (recall that Derived Tags are executed 5 minutes after the nominal log rate time). For instance, DateRange.DayT oDate used in a Derived Tag script that executes at 12:05 pm on a particular day specifies a time period beginning at noon the day before.

MinuteToDate HourToDate DayToDate WeekToDate MonthToDate

Varia bles

Two predefined variables are available in Derived tags for use in Derived tag scripting.

TagGenerationTimestamp TagGenerationTimestampUTC

These variables are of DateTime type and hold the time stamp that a derived tag script executes for. TagGenerationTimestamp is the time stamp for the meter's time zone and the TagGenerationTimestampUTC is the time stamp in the UTC time zone.

Example

These variables will allow derived tag scripts the ability to control when they insert a record into the database. For example, you can create a ‘once-per-month’ derived tag that only inserts a record into the database on the first of each month by creating a derived tag with a daily log rate and then testing the time stamp in the derived tag script as follows:

If TagGenerationTimestamp.Day == 1 Then Result = <perform your calculation here> End If

If a derived tag script does not set the Result variable then no value will be inserted into the database.

FactoryTalk EnergyMetrix Software

Meter Tag Common Elements

Whether a meter tag represents a power monitor parameter, a PLC data table address, an FactoryT alk EnergyMetrix server roll-up parameter , a manual data entry point, or an OPC item, meter tags share several common elements. Not all tag types use every element.

Meter Tag Type

Select from None, Device, Manual, Derived, or Alarm. When you select a ta g type, the meter tag setup page will change to suit the tag type.

Meter Tag Name

The name cannot contain the following characters: . (period), # (pound), or ‘ (single quote).

Value Typ e

This field is automatically populated for power monitor, EEM and roll-up tags. For other tags, select a value type if desired from the pull-down menu.

The Unit Setup

page permits you to add or edit value types.

Log Rate

The time expressed in minutes between subsequent data logging activity for the meter tag.

The time that FactoryTalk EnergyMetrix software takes to log data during each polling interval is dependent on the number of devices, meters, and tags set up in FactoryTalk EnergyMetrix software; the performance of the local area network; and the characteristics of the server hardware, for example, number of processors, clock rate, and amount of RAM. Setting a Logging Rate faster than the system can complete each polling interval may result in lost data and poor system performance.

Number of Demand Periods

This parameter is used with power monitor and EEM tags and must be the equivalent to the number of demand periods averaged together configured in the source device.

Address and Tag Format

These fields are automatically populated for power monitor device tags and partially populated for 1803-EEM device tags. For other tag types, you must enter the appropriate address and data type. For derived tags, you can select a data type or leave it blank.

4 • Set up Your System Architecture

Unit

Applies a unit such as kWh, or kVARs to the meter tag. Automatically populated if a Value Type is selected. Otherwise you can select a unit from the pull-down menu.

Number of Decimals to Display

Applies to the meter data page.

Scale and Offset

Permits linear adjustment of the raw value (‘x’) before it is stored (as ‘y’) in the database. Scale is the ‘m’ and offset is the ‘b’ in the following equation: y = mx + b. Scale and offset are applied to manually entered data as well as date that is automatically logged from devices.

Log Delta Reading

Applies only to consumption-type values. Leave this box un-checked for consumption values expressed as accumulated counters (like an odometer). Check this box for consumption values expressed as consumption per log interval (such as a demand log imported from a utility meter record).

Delta-value logging is more susceptible to data errors due to network or server downtime. Whenever practical, use odometerstyle tags for consumption values.

Rollover Value

This field is automatically populated for power monitor device tags. It may need to be adjusted for EEM or other types of devices. In any case, this value must be set to the value at which the source device rolls over , taking into account any scale and offset calculations made.

Tre nd L og Par a m et e r

This field applies to Allen-Bradley power monitor device tags and is usually automatically populated. It stores the ID number of the log parameter used for automatic data repopulation (if enabled).

This field is also used with controller ADR. The Index value of the respective controller data table or tag address is used to specify the queue record used for automatic data repopulation.

Max Consumption per Hour

Used with consumption values to enable the enhanced consumption reporting algorithm. The enhanced algorithm provides more accurate consumption reporting in the case of data logging anomalies such as unexpected zero values and resets. This value should be set to the maximum expected change in the consumption counter in an hour's time. If the calculated consumption exceeds the value stored here, the algorithm will perform a linear interpolation from known good data points. W ithout a value entered in this field, data anomalies may result in consumption calculations off by multiples of the rollover value. This parameter has no effect if the Log delta reading box is selected.

FactoryTalk EnergyMetrix Software

Automatic Data Repopulation

ADR, a standard Manager function, gathers selected data from device data logs to repopulate database gaps caused by network or server outages. ADR will not repopulate gaps in the database that are caused by loss of power to or failure of the metering devices.

ADR periodically reads data logs from the device and, inserts records in the database where no corresponding data exists. It will not overwrite existing database records.

ADR is designed to help assure the integrity of data for billing, cost allocation, demand analysis and consumption reporting, such as real energy, reactive energy and demand real power. Data not contained in the device snapshot, energy or trend logs is not available for data repopulation.

Devices that Support ADR

The following devices support Automatic Data Repopulation.

Allen-Bradley PowerMonitor 5000 Unit

The PowerMonitor energy and data logs provide the source for ADR. The energy log collects a fixed collection of energy and demand parameters at a user-settable logging rate. The data log content and logging rate are user-configurable.

Allen-Bradley Powermonitor 1000 Unit

The Powermonitor 1000 energy log contains a predefined collecti on of energy, status input and demand parameters (depending on the model) logged at a user-configurable interval.

Allen-Bradley Powermonitor 3000 Unit

All communication networks are supported. The trend log is user configurable and holds a variable number of records depending on the user configuration. The Powermonitor 3000 unit trend log should be configured to align with parameters and logging rate of parameters being logged as meter tags.

Powermonitor 3000 unit trend log energy data is expressed with 7 digit precision while real-time energy data is expressed with 15 digit precision. For accurate reporting results when using ADR, configure the Powermonitor 3000 energy counters to roll-over at 7 or 8 digits depending on your accuracy requirements. This option is available with master module firmware version 1.12 or higher. The rollover value in consumption meter tags must be adjusted to match the actual energy rollover value.

4 • Set up Your System Architecture

Allen-Bradley Powermonitor II Unit

Remote I/O, Ethernet and serial communication are supported. The Powermonitor II must be at firmware version 3.00 or later and set up to use either the 16 parameter or 3 and 7 parameter snapshot log.

Snapshot log energy data is expressed with 7 digit precision while real-time energy data is expressed with 15 digit precision. ADR used with the Powermonitor II may result in inaccuracies in energy consumption and billing reports, especially if the repopulated data occurs at the beginning or end of the reporting period.

Allen-Bradley Powermonitor Unit

The power monitor's snapshot log holds up to 50 records. Remote I/O communication is supported.

Allen-Bradley MicroLogix EEM (1803-EEM) Module

The MicroLogix EEM trend log contains an accumulated energy counter and a demand value for each configured meter.

Allen-Bradley Programmable Controllers

ControlLogix, CompactLogix, MicroLogix, SLC 500, and PLC-5 controllers support ADR when programmed with specific logic. The ADR Wizard for RSLogix software is used to develop the specific logic that supports ADR.

Set up ADR for Power Monitor Units

Follow these steps to set-up ADR for a power monitor unit.

1. Set up the power monitor or EEM snapshot, energy, data, or trend log (depending on the power monitor model) to log the desired parameters at a rate equal to the log rate of the meter tags.

2. During device setup, enable ADR by selecting the check box. During meter tag setup, the correct snapshot or trend log parameter value is

automatically selected based on the value type you select for the meter type. If this does not occur automatically, please refer to the power monitor user manual for the value of the log parameter number, and enter the number in the meter tag setup page.

ADR for legacy power monitors may conflict with other applications which read the trend or snapshot logs at the same time. Examples of these applications include RSPower32 and the RT device viewer, logs tab. T o reduce the like lihood of conflicts, temporarily disable ADR when reading the power monitor trend or snapshot log by using one of these applications.

FactoryTalk EnergyMetrix Software

Set up ADR for Programmable Controllers

These steps are needed to set up automatic data repopulation from programmable controllers in FactoryTalk EnergyMetrix software.

1. Run the ADR Wizard to generate the RSLogix library import file.

2. Import the library file into the RSLogix ladder program for the controller.

3. Enable ADR on the controller Device in the Device Setup page.

4. Configure meter tags, specifying the ADR buffer index for each tag by using the Trend log parameter value.

MicroLogix ADR Considerations

Real-time clock functionality is required to utilize ADR in a MicroLogix controller. The following firmware is required for clock functionality:

 MicroLogix 1100 controller, Series A, FRN 1 or later  MicroLogix 1200 controller, Series C, FRN 4 or later  MicroLogix 1400 controller, Series A  MicroLogix 1500 controller, Series C, FRN 6 or later

MicroLogix 1000 controller does not offer a real-time clock. The real-time clock option must be installed in MicroLogix 1200 and 1500 controllers for

clock functionality. FactoryTalk EnergyMetrix software uses file N14 with a length of 12 words for reading and writing clock status. Two rungs of ladder logic are required for reading and writing the clock:

NEQ N14:0 0 BST CPW #N14:0 #RTC:0.YR 1 NXB CPW #N14:1 #RTC:0.MON 1 NXB CPW #N14:2 #RTC:0.DAY 1 NXB CPW #N14:3 #RTC:0.HR 1 NXB CPW #N14:4 #RTC:0.MIN 1 NXB CPW #N14:5 #RTC:0.SEC 1 NXB CLR N14:0 BND

BST CPW #RTC:0.YR #N14:6 1 NXB CPW #RTC:0.MON #N14:7 1 NXB CPW #RTC:0.DAY #N14:8 1 NXB CPW #RTC:0.HR #N14:9 1 NXB CPW #RTC:0.MIN #N14:10 1 NXB CPW #RTC:0.SEC #N14:11 1 BND

FactoryTalk EnergyMetrix ADR Wizard for RSLogix

The ADR Wizard is a Windows program named ADRWizardForRSLogix.exe, located in the ‘ADR Wizard for RSLogix’ folder under the FactoryTalk Ene rgyMetrix program folder. The wizard requires Microsoft .NET Framework 3.5 SP1 to be installed on the computer the wizard will run on. The Framework is installed by default on Windows XP and 2003 Server operating systems. Users with access to the FactoryTalk EnergyMetrix server can run it on the server. The pro gram file can be copied to and run on any compu ter with the .NET Framework 3.5 SP1 installed.

100

ADR for Logix controllers (ControlLogix and CompactLogix) uses PLC/SLC mapped tags.

Rockwell Automation 9307 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Features and Benefits

FactoryTalk EnergyMetrix Software Components

System Tab

Meters Tab

Reports Tab

Custom Tab

Contents of Installation DVD

Client Requirements

Server Requirements

Client Requirements

Installation (64-bit)

Installation (32-bit)

Activate FactoryTalk EnergyMetrix Software

Set up a New Group or Domain

Roles and Users

Overview of Privileges

Set up Devices

Set up a Meter

Set up a Meter Tag

Automatic Data Repopulation