Rockwell Automation 9307 User Manual

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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.

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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.

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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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

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