Trane IntelliPak Programming Manual
Programming Guide
IntelliPak™ with Symbio™ 800, 20 to 75 Ton
with the Tracer®TD7 Display
Only qualified personnel should install and service the equipment. The installation, starting up, and servicing
of heating, ventilating, and air-conditioning equipment can be hazardous and requires specific knowledge and
training. Improperly installed, adjusted or altered equipment by an unqualified person could result in death or
serious injury. When working on the equipment, observe all precautions in the literature and on the tags,
stickers, and labels that are attached to the equipment.
December 2018
SAFETY WARNING
RT-SVP011A-EN
Introduction
Warnings, Cautions, and Notices
Safety advisories appear throughout this manual as required. Your personal safety and the proper
operation of this machine depend upon the strict observance of these precautions.
The three types of advisories are defined as follows:
WARNING
CAUTIONs
NOTICE
T
Indicates a potentially hazardous situation which, if not avoided, could result in
death or serious injury.
Indicates a potentially hazardous situation which, if not avoided, could result in
minor or moderate injury. It could also be used to alert againstunsafepractices.
Indicates a situation that could result in equipment or property-damage only
accidents.
WARNING
Proper Field Wiring and Grounding Required!
Failure to follow code could result in death or serious injury. All field wiring MUST be
performed by qualified personnel. Improperly installed and grounded field wiring poses FIRE
and ELECTROCUTION hazards. To avoid these hazards, you MUST follow requirements for field
wiring installation and grounding as described in NEC and your local/state electrical codes.
Failure to follow code could result in death or serious injury.
WARNING
Personal Protective Equipment (PPE) Required!
Failure to wear proper PPE for the job being undertaken could result in death or serious injury.
Technicians, in order to protect themselves from potential electrical, mechanical, and chemical
hazards, MUST follow precautions in this manual and on the tags, stickers, and labels, as well
as the instructions below:
• Before installing/servicing this unit, technicians MUST put on all PPE required for the work
being undertaken (Examples; cut resistant gloves/sleeves, butyl gloves, safety glasses, hard
hat/bump cap, fall protection, electrical PPE and arc flash clothing). ALWAYS refer to
appropriate Material Safety Data Sheets (MSDS)/Safety Data Sheets (SDS) and OSHA
guidelines for proper PPE.
• When working withor around hazardous chemicals, ALWAYS refer to the appropriate MSDS/
SDS and OSHA/GHS (Global Harmonized System of Classification and Labelling of
Chemicals) guidelines for information on allowable personal exposure levels, proper
respiratory protection and handling instructions.
• If there is a risk of energized electrical contact, arc, or flash, technicians MUST put on all PPE
in accordance with OSHA, NFPA 70E, or other country-specific requirements for arc flash
protection, PRIOR to servicing the unit. NEVER PERFORM ANY SWITCHING,
DISCONNECTING, OR VOLTAGE TESTING WITHOUT PROPER ELECTRICAL PPE AND ARC
FLASH CLOTHING. ENSURE ELECTRICAL METERS AND EQUIPMENT ARE PROPERLY RATED
FOR INTENDED VOLTAGE.
© 2018 Ingersoll Rand All rights reserved RT-SVP011A-EN
Copyright
This document and the information in it are the property of Trane, and may not be used or
reproduced in whole or in part without written permission. Trane reserves the right to revise this
publication at any time, and to make changes to its content without obligation to notify any person
of such revision or change.
Trademarks
All trademarks referenced in this document are the trademarks of their respective owners.
Agency Listings and Compliance
The European Union (EU) Declaration of Conformity is available from your local Trane® office.
Revision History
New
Introduction
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Table of Contents
Introduction ......................................................6
Hardware ...................................................... 6
Touchscreen Guidelines .......................................... 6
Dimensions .................................................... 7
Specifications and Agency Compliance ............................. 8
Controller and Service Tool Requirements ........................... 8
Supported Languages ............................................ 9
Screen Overview ............................................... 10
Alarms ..........................................................13
Active Alarms ................................................. 13
Alarm Icons ................................................... 14
Sorting Alarms ................................................ 15
Configuring Alarms ............................................. 15
Communication ............................................... 6
Screen Characteristics .......................................... 6
Tracer TU ....................................................8
WebUI ...................................................... 8
Top Display Area ............................................. 10
Main Display Area (Home Screen) ............................... 11
Bottom Display Area .......................................... 11
Viewing Active Alarms ........................................ 14
Reports .........................................................17
Custom Reports ................................................ 17
Creating a Custom Report ..................................... 17
Editing a Custom Report ....................................... 19
All Points Report ............................................... 20
Points Overrides ............................................... 21
Binary Overrides ............................................. 22
Multistate Overrides .......................................... 23
Analog Overrides ............................................. 23
Setting Up a Temporary Override ............................... 24
............................................................. 24
Override Summary ............................................. 24
About ........................................................ 25
Expansion Modules ............................................. 27
TGP2 Programs ................................................ 29
Data Logs ..................................................... 29
Using the Trend Viewer ......................................... 30
Data Graphs .....................................................31
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Table of Contents
Creating a Data Graph .......................................... 31
Settings ......................................................... 36
Control Settings ................................................ 36
Equipment Settings ............................................. 37
Unit Settings ................................................ 37
Feature Settings .............................................. 37
Manual Overrides ............................................ 37
Display Settings ................................................ 38
Display Preferences ........................................... 38
Language ................................................... 41
Date and Time ............................................... 42
Clean Touchscreen ........................................... 43
Schedules ..................................................... 43
Optimal Start/Stop ............................................ 44
Exceptions and Calendars ..................................... 44
Creating a Schedule .......................................... 44
The Tools Menu ................................................ 45
Backup and Restore ........................................... 45
Programs ................................................... 46
System Logs ................................................ 46
Recent Usage ................................................ 46
BACnet Information ........................................... 46
Configuring Basic Settings for the Symbio 800 ...................... 46
Regional Specifications ........................................ 47
Symbio 800 System Units ..................................... 47
Identification and Communication ............................... 47
USB Ports and microSD ....................................... 48
Licensing ................................................... 48
Configuring Additional Settings .................................. 49
Defaults for User Preferences ...................................49
Application Defaults .......................................... 49
SMTP Settings ............................................... 50
Priority Levels ............................................... 50
Login Page .................................................. 51
Troubleshooting ..................................................52
Identifying and Diagnosing Issues ................................. 52
Notes ...........................................................85
RT-SVP011A-EN 5
........................................................... 83
TD7 Automatic Rediscover and Automatic Hardware Reboot ........ 83
Introduction
The purpose of this guide is to assist you in installing, programming, and operating with the
TracerTD7 Display and the Web UI, which interacts with the unit controls. This guide describes how
to access the screens and the types of information that appear on the screens.
The Tracer TD7 display is mounted to the unit and allows you to view data and make operational
changes to the equipment.
The Web UI is a built in service tool that allows users to set up, operate, and troubleshoot the
equipment.
Hardware
The Tracer TD7 is a durable factory-mounted touch screen display that is designed to operate in
both indoor or outdoor environments. The TD7 display utilizes a standard 75mm VESA mounting
pattern for installation in a Trane Large enclosure. Alternatively, it can be installed with a usersupplied VESA mount.
Communication
A separate Ethernet cable provides communication between the Tracer TD7 display and the unit
controller.
Screen Characteristics
The 7-inch WVGA 800 x 480 resolution touch-sensitive color screen is backlit, which enables
viewing in poor light conditions including outdoor usage (with the exception of direct sunlight).
Touchscreen Guidelines
The touch screen registers the downward pressure of a touch. Light, quick, yet deliberate touches
are most effective. Touching with more pressure has no effect.
Recommended tools to use:
• finger
• thumb
• pencil eraser
Do not use:
• a screwdriver
• a pen
• a pencil point
• any other sharp or pointed object that might scratch the screen surface
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Dimensions
Introduction
7.9 in. (200.7 mm)
1.7 in. (41.9 mm)
5.5 in. (139.9 mm)
8.3 in. (211.6 mm)
Note: The power cable is permanently attached to the
TD7 display. The power connector provides
strain relief and protection from the elements.
2.1 in. (53.2 mm)
6.3 in. (158.8 mm)
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Introduction
Specifications and Agency Compliance
Specification
Input power: 24 Vac +/- 15%, 21 VA, 50 or 60 Hz
Storage temperature:
Operating temperature:
Mounting weight:
Environmental rating (enclosure): IP56 (dust and strong water protected) with use of an optional Sealed Ethernet Cable
Agency Compliance
• UL916 PAZX, Open Energy Management Equipment
• UL94-5V, Flammability
• FCC CFR Title 47, Part 15.109: Class A Limit, (30 MHz—4 GHz)
• CE EMC Directive 2004/108/EC
• CE EMC Directive 2004/108/EC
-67°F to 203°F (-55°C to 95°C)
Humidity: Between 5% and 100% (non-condensing)
Temperature: -40°F to 158°F (-40°C to 70°C)
Humidity: Between 5% and 100% (non-condensing)
Mounting surface must support 1.625 lb (0.737 kg)
Mounting Type: VESA (75 mm x 75 mm)
Controller and Service Tool Requirements
Tracer TU
Tracer TU Service Tool Version 10.2 or higher is only required for TGP2 and modifications done in
the field.
Note: Tracer TU is not needed for normal operation. If you need to perform configuration changes,
add new features, or customize the operation of the equipment, contact your local Trane
office.
Web UI
To perform firmware updates, setup communication protocols, backup and restore, scheduling,
and create users or custom trend views connect using Web UI:
1. Connect a laptop to the USB service tool port using a USB 2.0 A to Be cable.
2. Open a web browser and connect to http://198.80.81.1 to access Web UI.
Figure 1. Web UI connection
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Supported Browsers for Tracer Symbio Web UI
Microsoft Windows 7:
• Internet Explorer 11 (limited support)
• Mozilla Firefox (most recent version)
• Google Chrome (most recent version)
Microsoft Windows 8.1: (no support)
Microsoft Windows 10:
• Internet Explorer 11 (no support)
• Microsoft Edge (most recent version)
• Mozilla Firefox (most recent version)
• Google Chrome (most recent version)
Apple Mac OS (latest version -1)
• Mozilla Firefox (most recent version)
• Google Chrome (most recent version)
• Safari (most recent version)
Introduction
Creating a New User in Web UI
Note: For more detailed instructions on creating a new user, click the help icon in the global
navigation bar within Web UI.
To create a new user:
1. From the global navigation bar, select Admin > Users.
2. Click the Create User button.
3. Enter the user’s personal information, and click Next.
4. On the Preferences page, determine how certain attributes on the Symbio 800 user interface
will display. Click Next.
5. On the Data Display Units Preference page, determine the unit type in which data will be
displayed. Click Next.
6. On the Data Display Units Preference page, determine the preferred display units. Click Next.
7. On the summary page, review your selections. Click Finish to save the new user.
Supported Languages
The TD7 display supports built-in languages:
• English
• French (Canadian)
• Spanish (Latin American)
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Introduction
Screen Overview
There are three distinct areas on the TD7 screens:
• Top display area
• Main display area
• Bottom display area
Figure 2. Tracer TD7 display screen
Top display area
Main display area
Bottom display area
Top Display Area
The Back button, when touched, returns to the previous screen visited.
The Home button, when touched, navigates to the All Points Report by default. Home Can
be configured to display any of the three custom reports, All Points Report, All Points in
Override Report, Alarms, or custom graphic. See “Display Preferences,” p. 43.
The Overrides Summary button provides an at-a-glance view of how many user overrides
exist and provides a link to the Override Summary report.
The Space Temperature Active or Discharge Air Temperature Active, depending on
configuration is displayed in the header Data Area.
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Main Display Area (Home Screen)
The Home screen is an overview of the unit and its operation. High-level status information is
presented so that a user can quickly understand the mode of operation of the unit and navigate
quickly to other areas of the display for more detail.
Figure 3. Tracer TD7 Main display area of home screen
Introduction
Main display are buttons:
Bottom Display Area
The bottom display area contains functional buttons that provide a link to the appropriate screen.
Touch this button to view the status of unit features. Setpoints, Capacities, and damper
positions.
Touch this button to view the status of ventilation components.
Touch this button to view the status of the cooling.
Touch this button to view the status of heating components.
Touch this button to access the adjust the date and time. Touch the information icon to
view hardware part numbers and software version numbers.
Touch this button to access custom reports.
Screen brightness settings: Touch this icon to open the brightness screen.
Touch this button to open the Alarms screen. When an alarm is present, this button will
flash red.
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Introduction
Touch this button to navigate to the Reports screen.
Touch this button to open the Data Graphs screen to view and/or edit data logs in
graphical format.
Touch this button to open the Settings screen, which contains options for manual
controls, Feature settings, Binding, Unit Settings, and display settings.
Language selection: Touch this icon to select a language that will be displayed on all
screens.
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Alarms
Alarms appear on the Tracer TD7 display immediately upon detection. Touch the Alarms button in
the bottom display area to view the Alarms screen.
Active Alarms
Figure 4 shows the Active Alarms screen and commonly used functions. Configuration is not
required in order for points in alarm to appear in the Active Alarms screen. When the alarm clears
and the point returns to normal, the alarm will automatically be removed from the list.The number
of active alarms is displayed in the top right portion of the screen. When an active alarm is present,
the alarm button at the bottom of the screen will flash.
The Alarms screen defaults to Active Alarms. The Active Alarms button has a shaded appearance
which indicates that you are viewing active alarms.
Figure 4. Active Alarms screen
Sortable
Columns
Number of Active Alarms
Alarm Severity
Active Alarms
Button
Figure 5.
On the Alarms screen, touch the Alarms button to view all alarms, commonly referred to as the
event log. For the alarms to appear on the TD7 display, the point must have an alarm notification
class selected. Additionally, the point must have entered the appropriate notification (In Alarm,
When Failed, Return to Normal, or the notification class set to a value other than None).
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Alarms
Figure 6. Web UI Alarms screen
Viewing Active Alarms
• Active alarms: These are alarms that require attention. All alarms that are currently active
appear when you view this category. Active alarms are not reset by way of the display. Active
alarms will clear automatically when the condition causing the alarm is removed.
• Historic alarms: Touch this button to view previous alarms.
Alarm Severity
A color-code icon representing the severity of each alarm is shown under the severity ( ! ) column.
For a description of the five alarm icons, see Table 1, p. 15.
Sortable Alarms
You can sort active alarms by touching one of the column headers. Choose to sort by
severity(!),date and time, point name, or description.
Reset Alarms
Touch this button to clear alarm that are no longer active.
Alarm Icons
Alarms icons appear in the left-most column of the alarms screen. They are identifiable by their
shape and color.
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Table 1. Alarm icons
Active Alarm Icons Notification Class
Critical
Service Required
Warning
Information
None
Note: Notifications classes are configured in point alarm settings section in Tracer TU.
Alarms
Sorting Alarms
To sort alarms by a category other than date and time, touch one of the other column headings in
the table. The column heading responds by changing to blue, and the alarms table re-sorts
according to the blue column heading. By touching the blue column heading again, the column will
change the sort direction.
• Severity (!): Active alarms are at the top, followed by the most severe, followed by the most
recent.
• Date and Time (the default sort): Most recent alarms are at the top.
• Point Name: Alphabetical sort based on the point name.
• Description: Alarms are sorted alphabetically by description.
Configuring Alarms
In the web user interface, select Applications \ Alarm Configuration. From the Alarm
Configuration screen, you can view and edit alarm categories and routing, alarm message
template, and notification classes.
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Alarms
Figure 7. Web UI Alarm Configuration screen
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Reports
You can use the Tracer TD7 Display to view a variety of reports and create and edit custom reports.
Touch the Reports button in the bottom display area to view the Reports screen. The Reports screen
contains the following buttons:
• Custom Report 1
• Custom Report 2
• Custom Report 3
• Points
• Override Summary
• All Points Report
• About
• Expansion Modules
• TGP2 Programs
Figure 8. Reports screen
Custom Reports
You can create up to three custom reports using the Tracer TD7 Display. Reports may contain all
nine point types. A maximum of 36 pieces of data is allowed per custom report. Available reports
are labeled Custom Report 1, 2, or 3.
Creating a Custom Report
1. Navigate to the Reports screen, then touch one of the three custom report buttons.
The Custom Report (1, 2, or 3) screen appears.
2. Touch the Edit button.
The Edit Custom Report screen appears (Figure 9).
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Reports
Figure 9. Creating a custom report
3. Use the up and down arrow buttons to select a point type. Add items by touching the item that
is highlighted blue, then touch the Add button.
4. Continue adding values to your report. When you are finished, touch the Save button.
The Custom Report screen, populated with your selected values, appears (Figure 10).
To view the items in the selected list, touch a value in this list and use the up and down arrows
to the right of the list. To change the location of an item in the list, select the item and then use
the up and down arrows above the table to move the items.
Figure 10. New custom report screen
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Editing a Custom Report
n
1. Touch Reports to view the Reports screen.
2. Touch the report that you want to edit.
Follow steps 2 through 4 in “Creating a Custom Report,” p. 17. to complete your edits.
Figure 11. Editing a custom report
Up and down
arrows:
moves 1
space per
touch
Reports
Up and dow
arrows:
moves 1
space per
touch
Up and down
arrows:
moves 2
spaces per
touch
Up and down
arrows:
moves 2
spaces per
touch
Changing the Order of Items in a Custom Report
Items in a custom report can be rearranged according to personal preference by using the editing
tools as described in Editing a Custom Report.
For example, you created the custom report shown in Figure 10, p. 18, but would prefer to move
item “Diagnostic: Space Static Pressure Failure” to the top left portion of the report.
To change the order for the example described above:
1. Touch the Edit button on the Custom Report screen.
2. Use the arrow buttons to locate the item to be reordered. When located, touch the item which
will then be highlighted blue (see
3. Use the arrow buttons to move the highlighted item to the top of the list (number 1 position).
4. Touch Save. You will be returned to the Custom Report screen, where the reordering changes
now appear.
Note: On the TD7 display, report items are ordered from left to right with the first item appearing
at the top left portion of the screen. Up to nine items can appear on each Custom Report
screen with a maximum of 4 screens and 36 items per report.
The model in Figure 12 depicts a custom report screen with the first nine items displayed on the
screen. Use this model to accurately reorder items in your custom reports.
Figure 11).
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Reports
Figure 12. Custom Report (order of items)
Custom Report
All Points Report
Touch the All Points Report button to view the All Points Report screen, which contains all
configured points for the unit controller. Use the up and down arrows located at the right most
bottom of the screen to page up or down.
Figure 13. All points report screen
1
4
7
23
5
8
6
9
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Figure 14. Web UI Points
Reports
Points Overrides
Point Overrides are used to allow control of values, such as setpoints used for the operation of the
equipment. These can be time based or persist until they are released.
From the Point Override screen you can perform overrides, set them to expire in a user-defined
interval, or release a point that is currently overridden. All Point Override screens, (analog, binary,
or multistate), are comprised of the same basic components.
Figure 15. Point Override screen components
Release
Override
See Note
“Releasing an
Override.”
Override
Status Area
Override Value
Setting Area
Temporary
Override Area
Action
Area
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Reports
Override Status Area
This area shows who is controlling the point, followed by the active priority level and the current
value of the point. If security is enabled, the name of the user that performed the override will be
shown in the Controlled By field. If security is disabled, “Front Panel” is displayed for all overrides
performed by the TD7 display.
Override Value Setting Area
This area contains buttons that when pressed, change the override status. The button that is active
has a shaded appearance in color. The exception is analog points, which require manually entering
a value.
Temporary Override Area
This area allows you to set up a temporary override.
Action Area
This area allows you to apply, save, or cancel edits made to the point override.
Releasing an Override
Touch the Release Override button to release the current override. This action returns you to the
Override Summary screen.
Note: If a point is under a higher priority control , you can still proceed with releasing the override.
However, it will not take effect until the higher priority level is removed in Tracer TU, Tracer
SC, or Tracer ES.
Binary Overrides
The Binary Override screen provides buttons with point state text that is used to set the current
value. Multistate overrides with four or fewer states have similar screen functions as the binary
override screen.
Touch a button in the override setting area to select a state. Touch the Apply or Save button to retain
your changes.
Figure 16. Binary Override screen
22 RT-SVP011A-EN
Multistate Overrides
Multistate override screens that contain five or more items will contain up and down arrow buttons
in the Override setting area.
Use the up and down arrow buttons to select a state. Touch the Apply or Save button to retain your
changes.
Figure 17. Multistate override screen (five or more states)
Reports
Analog Overrides
The Analog Override screen contains up and down arrows in the Override setting area, as well as
a keypad icon that when touched, opens the Analog Keypad.
Use the up and down arrow buttons to select a value. Touch the Apply or Save button to retain your
changes. To manually enter a value, touch the keypad icon.
RT-SVP011A-EN 23
Reports
Figure 18. Displaying the analog keypad screen
Touch the keypad icon to open the Analog
keypad screen.
Enter a value by tapping the numerals on the
keypad. Touch Enter to save and return to the
Override screen.
Keypad Icon
Analog Keypad Screen
Setting Up a Temporary Override
You can set up a temporary override by using the buttons in the Temporary Override area. The
default for temporary overrides is 2 hours 0 minutes. The maximum duration for a temporary
override is 99 hours 59 minutes. If more time is needed, consider setting up a permanent override.
1. Touch the Set to Expire button.
A check mark appears in the check box, the override icon becomes blue, and the Time
Remaining area appears.
2. Touch either the hours (HH) or minutes (MM) button, then use the up and down arrows to set
the override.
The HH and MM buttons, when pressed change by one increment. Press down on the buttons
to accelerate. A second touch of the (HH) or (MM) buttons will open the Analog keypad screen.
Touch the Apply or Save button to set the temporary override.
Override Summary
The TD7 has a built in override summary report that can be accessed in one of two ways:
The preferred method is to access the report by touching the Override Summary button located in
the top display area of each TD7 screen.
An alternate method is to touch the Override Summary button on the Reports screen.
24 RT-SVP011A-EN
Reports
The Override Summary screen contains all active overrides. Columns are sortable and
automatically default to Time Remaining.
The override icon ( ) indicates that a point override is in effect indefinitely. The temporary
override icon ( ) indicates that an override will expire after a specified duration.
To release all overrides in the list, touch the Release All Overrides button (only points that are
controlled at priority level 8 will be released). Touch anywhere in a point row to navigate to the
corresponding Point Override screen.
Figure 19. Override summary screen
About
Touch the About button to view the About screen. View information about the unit controller and
the TD7 display to which it is connected. Touch the arrow button to scroll to the next screen.
RT-SVP011A-EN 25
Reports
Figure 20. About screen
Controller Name
This is the name that was assigned to the Symbio 800.
Unit Model Number
This is the model number of the IntelliPak/equipment on which the Symbio 800controller is
installed. This value is typically entered in the factory, but can be entered in the controller.
Unit Sales Order Number
This is the order number for the equipment that the Symbio800 controller is controlling. This
number is typically entered at the factory, but can be entered in the controller.
Unit Serial Number
This number applies to the piece of equipment that the Symbio 800 controller is controlling. This
number is typically entered at the factory, but can be entered in the controller.
Controller Product Name
The controller product name will always be Symbio 800.
Controller Hardware Part Number
This is the part number for the Symbio 800 controller.
26 RT-SVP011A-EN
Figure 21. Web UI Resource Usage
Figure 22. Web UI Identification and Communications
Reports
Expansion Modules
Touch the Expansion Module button to view the Expansion Modules screen. If expansion modules
have been installed, they will appear in Expansion Modules screen (Figure 23).
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