Trane TRACER SUMMIT BMTX-SVU01B-EN, Tracer Summit Daily Operations

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Daily Operations

TRACER SUMMIT™

Version 17

BMTX-SVU01B-EN

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Page 3

Daily Operations

Tracer Summit

Version 17

™

Tracer Summit Version 17

BMTX-SVU01B-EN

June 2006

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BMTX-SVU01B-EN

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Tracer Summit Daily Operations

This guide and the information in it are the property of American Standard Inc. and shall not be used or reproduced in whole or in part, without the written permission of American Standard Inc. Trane, a business of American Standard Inc., has a policy of continuous product and product data improvement and reserves the right to change design and specification without notice.

Use of the software contained in this package is provided under a software license agreement. Unauthorized use of the software or related materials discussed in this guide can result in civil damages and criminal penalties. The terms of this license are included with the compact disk. Please read them thoroughly.

Although Trane has tested the system described in this guide, no guarantee is offered that the system is error free.

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.

Trane may have patents or patent applications covering items in this publication. By providing this document, Trane does not imply giving license to these patents.

The following are trademarks or registered trademarks of American Standard: Tracer, Tracer Summit, Trane, Integrated

™

Comfort, Varitrac, Tracker, and Voyager.

The following are trademarks or registered trademarks of their respective companies or organizations: ARCNET from

Datapoint Corporation; CorelDRAW from Corel Corporation; Paintshop Pro from Jasc Software, Inc.; Pentium from Intel Corporation; and Windows from Microsoft Corporation in the United States and other countries.

BMTX-SVU01B-EN

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NOTICE:

Warnings and Cautions appear at appropriate sections throughout this manual. Read these carefully:

WARNING

Indicates a potentially hazardous situation, which, if not avoided, could result in death or serious injury.

CAUTION

Indicates a potentially hazardous situation, which, if not avoided, may result in minor or moderate injury. It may also be used to alert against unsafe practices.

CAUTION

Indicates a situation that may result in equipment damage or property damage.

The following format and symbol conventions appear at appropriate sections throughout this manual:

IMPORTANT

Alerts installer, servicer, or operator to potential actions that could cause the product or system to operate improperly but will not likely result in potential for damage.

Note:

A note may be used to make the reader aware of useful information, to clarify a point, or to describe options or alternatives.

◆ This symbol precedes a procedure that consists of only a single step.

BMTX-SVU01B-EN

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Contents

Chapter 1 Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Tracer Summit Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Tracer Summit Daily Operations Tutorial. . . . . . . . . . . . . . . . . . . . . . 3

Trane on the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

MyTraneControls.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Becoming a member: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Accessing MyTraneControls.com. . . . . . . . . . . . . . . . . . . . . . . . . 4

Tracer Summit Hardware. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

PC Workstation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Building Control Unit (BCU) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Unit Control Modules (UCMs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2 Using the Daily Operations Tutorial . . . . . . . . . . . . 9

Using the Tutorial within Tracer Summit Software . . . . . . . . . . . . . . . . . 9

Accessing the Training Modules within Tracer Summit. . . . . . . . . 13

Schedule Training Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Override Dialog Box Training Modules . . . . . . . . . . . . . . . . . . . 15

Event Log Training Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Chiller Plant Status Training Modules . . . . . . . . . . . . . . . . . . . . 17

Reports Training Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Backup and Restore Training Modules . . . . . . . . . . . . . . . . . . . 19

Using the Tutorial as a Stand-alone Training Course . . . . . . . . . . . . . . 21

Accessing the Stand-alone Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . 21

Using the Training Modules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Checking Your Knowledge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Obtaining Continuing Education Credit . . . . . . . . . . . . . . . . . . . . . . 23

Chapter 3 Opening and Closing Tracer Summit . . . . . . . . . . 25

Opening Tracer Summit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Minimizing (Hiding) Tracer Summit . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Displaying Tracer Summit When it is Minimized (Hidden). . . . . . . 27

Closing Tracer Summit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

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Chapter 4 Logging On to and Off of Tracer Summit . . . . . . 29

Logging On to Tracer Summit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Logging Off of Tracer Summit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Chapter 5 Finding Your Way Around . . . . . . . . . . . . . . . . . . . 33

Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Task Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Using the Navigation Tree . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Displaying or Hiding the Navigation Tree. . . . . . . . . . . . . . . . . . . . . 39

Opening a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Opening Other Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Opening Tracer 100/Tracker Sites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Closing a Site. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Help Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Chapter 6 Using Terminal Emulation and Keyboard Macros 43

Accessing Terminal Emulation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Accessing Keyboard Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Switching to Another Panel in the Site . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Using Terminal Emulation Screen Options. . . . . . . . . . . . . . . . . . . . . . . 46

Saving Screen Text to a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Printing Screen Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Copying Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Changing the Window Color Scheme. . . . . . . . . . . . . . . . . . . . . . . . 48

Chapter 7 Displaying and Changing Status Information. . . 51

Displaying Status Information on Graphics . . . . . . . . . . . . . . . . . . . . . . 51

Viewing a Graphic From the Navigation Tree. . . . . . . . . . . . . . . . . . 52

Viewing a Graphic from a Graphic with a Target Field . . . . . . . . . . 52

Viewing a Graphic from an Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Viewing a Graphic Using the Main Menu. . . . . . . . . . . . . . . . . . . . . 53

Viewing a Graphic Using the Task Bar Buttons . . . . . . . . . . . . . . . . 54

Closing a Graphic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Changing System Values (Overrides and Setpoints) . . . . . . . . . . . . . . . 55

Overriding System Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Displaying Override Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Setting Up the Simplified Override Dialog Box . . . . . . . . . . . . . . . . . . . 58

Accessing the Simplified Override Dialog box . . . . . . . . . . . . . . . . . . . . 60

Using the Override Control button . . . . . . . . . . . . . . . . . . . . . . . . . . 60

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Using a Pop-up Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Using the Simplified Override Dialog Box . . . . . . . . . . . . . . . . . . . . . . . 62

Overriding an Analog Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Changing the Min/Max Output Range . . . . . . . . . . . . . . . . . . . . 63

Overriding an Analog Output or Analog Value in a Non-Trane

BACnet Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Overriding a Multi-State Analog Output . . . . . . . . . . . . . . . . . . . . . 65

Overriding a Multi-State Output in a non-Trane BACnet Device . . 66

Overriding a Binary Output or a Lighting Value . . . . . . . . . . . . . . . 67

Overriding a Binary Output or Binary Value in a

Non-Trane BACnet Device. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Overriding a UCM or Application . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Releasing Control Back to the System . . . . . . . . . . . . . . . . . . . . . . . 71

Trane Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Non-Trane BACnet devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Using the Advanced Systems Override . . . . . . . . . . . . . . . . . . . . . . . . . 72

Overriding the Present Value Control. . . . . . . . . . . . . . . . . . . . . . . . 73

Releasing Control with Present Value Control. . . . . . . . . . . . . . . . . 73

Changing Setpoints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Changing Binary Values with Binary Check Box Controls . . . . . . . 74

Changing System Values with Selection List Controls . . . . . . . . . . 74

Making a Timed Override Request . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Using the Graphics Pop-up Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Open Trend Viewer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Edit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

View Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

View Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Displaying Information on a Graph . . . . . . . . . . . . . . . . . . . . . . . . . 78

Chapter 8 Changing Schedules . . . . . . . . . . . . . . . . . . . . . . . 79

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Understanding the Scheduling Screen. . . . . . . . . . . . . . . . . . . . . . . . . . 80

Displaying the Scheduling Screen. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Closing the Scheduling Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Selecting the Calendar Month and Day . . . . . . . . . . . . . . . . . . . . . . . . . 85

Displaying the Daily Events in a Schedule . . . . . . . . . . . . . . . . . . . . . . . 86

About Event Time Bars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Types of Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Changing Start or End Times of Events . . . . . . . . . . . . . . . . . . . . . . . . . 88

Adding an Exception to a Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Creating an Exception Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

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Applying an Exception Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Modifying an Exception Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Handling Holidays for BCU Panels. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Apply an Existing Holiday to a Schedule . . . . . . . . . . . . . . . . . . . . . 94

Defining a New Holiday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Modifying a Holiday . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Handling Holidays for Tracer 100 Panels. . . . . . . . . . . . . . . . . . . . . . . . . 98

Defining New Holiday Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Clearing a Holiday Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Modifying a Holiday Date. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Removing Exceptions and Holidays . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Linking and Unlinking Events to Days. . . . . . . . . . . . . . . . . . . . . . . . . . 100

Creating Schedule Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Adding event information to the report . . . . . . . . . . . . . . . . . . . . . 104

Chapter 9 Handling Alarms and Events. . . . . . . . . . . . . . . . 105

Displaying the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Understanding the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Viewing the Event Log Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Configuring Category Alarm Pop-ups . . . . . . . . . . . . . . . . . . . . . . . . . . 112

Temporarily Disabling a Category Alarm Pop-up . . . . . . . . . . . . . 114

Using the Pop-up Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Adding a comment to the event log . . . . . . . . . . . . . . . . . . . . . 115

Viewing the BCU Event Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Viewing the Error Log. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Closing the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Silencing the Audible Alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Acknowledging an Alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

Acknowledging Alarms Received at the PC Workstation . . . . . . . 121

Acknowledging Alarms in the BCU Event Log . . . . . . . . . . . . . . . . 121

Refreshing the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Displaying an Expanded Message. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124

Sorting the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Rearranging Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126

Hiding Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Filtering the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

Selecting Filter Criteria . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Setting up a Default Filter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129

Printing Alarms and Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

Printing the Entire Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131

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Printing Selected Alarms and Events . . . . . . . . . . . . . . . . . . . . . . . 131

Saving the Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Deleting Alarms and Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Deleting an Alarm or Event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136

Deleting More Than One Alarm or Event. . . . . . . . . . . . . . . . . . . . 137

Deleting a Block of Alarms or Events . . . . . . . . . . . . . . . . . . . . . . . 138

Deleting the Entire Event Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Chapter 10 Running Reports. . . . . . . . . . . . . . . . . . . . . . . . . . 141

Running a Standard Live Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Running a Standard Live Report from a Graphic

with Associated Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Running a Standard Live Report in Other Situations . . . . . . . . . . 145

Running a Standard Live Site Report . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Running a Standard Trend Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Running a Custom Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Displaying a Saved Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Displaying a Recently Viewed Report . . . . . . . . . . . . . . . . . . . . . . . . . . 158

About the Report Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Saving a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Printing a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Chapter 11 Using the Trend Viewer . . . . . . . . . . . . . . . . . . . . 167

Setting up the Trend Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Setting up Properties from Pop-up Menus in a Graphic. . . . . . . . 173

Creating a Trend Viewer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Creating a Trend Viewer From the Setup Menu . . . . . . . . . . . . . . 174

Creating a Trend Viewer from a Property in a Graphic . . . . . . . . . 176

Opening a Trend Viewer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

Opening a Trend Viewer from the Setup Menu. . . . . . . . . . . . . . . 177

Opening a Trend Viewer from a Graphic . . . . . . . . . . . . . . . . . . . . 178

Opening a Trend Viewer from the Toolbar. . . . . . . . . . . . . . . . . . . 180

Saving a New Trend Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181

Adding to a Trend Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Working with the Trend Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Trend Viewer Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184

Trend Viewer Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Viewing the Legend. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Changing the Legend Member Name . . . . . . . . . . . . . . . . . . . 186

Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

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Changing Data Marker Settings . . . . . . . . . . . . . . . . . . . . . . . . 187

The Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187

Trend Viewer Main Control Buttons . . . . . . . . . . . . . . . . . . . . . . . . 188

Selecting a Date Range . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Historical Trends in the Audit Trail Database . . . . . . . . . . . . . . . . . . . . 190

Viewing Historical Trends. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190

Chapter 12 Backing up Tracer Summit . . . . . . . . . . . . . . . . . 193

Backing up a Location. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Backing up Global Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198

Backing up Site Graphics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200

Backing up Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202

Backing up Custom Screens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204

Chapter 13 Changing Chiller Plant Status Information . . . . 207

Viewing Chiller Plant Control Status . . . . . . . . . . . . . . . . . . . . . . . . . . . 208

Resetting Chiller Failures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209

Resetting an Individual Chiller Failure . . . . . . . . . . . . . . . . . . . . . . 209

Resetting All Chiller Plant Failures . . . . . . . . . . . . . . . . . . . . . . . . . 211

Forcing a Chiller to be Added. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Forcing a Chiller to be Subtracted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213

Making a Chiller Unavailable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Making a Chiller Available . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214

Forcing the Chiller Sequence to be Rotated . . . . . . . . . . . . . . . . . . . . . 215

Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219

Reader Response Form . . . . . . . . . . . . . . . . . . . . 227

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229

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Chapter 1

Getting Started

Tracer Summit is a building control system designed to manage a facility’s comfort, lighting, and related electrical systems. The Tracer Summit system is made up of Personal Computer (PC) Workstations, building control units (BCUs), and unit control modules (UCMs). Some Tracer Summit software packages also have the ability to monitor Tracer 100 and Tracker (model EMTK) sites.

The PC Workstation runs Tracer Summit software that serves as an interface between you and the system. A local area network connects Tracer Summit to BCUs, which are connected to the heating, ventilation, and air conditioning (HVAC) equipment UCMs (see Figure 1 on page 2). Larger systems can have multiple PC Workstations and BCUs.

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Getting Started

Remote PC

Figure 1. Example of How Tracer Summit is Set Up

PC Workstation

ARCNET or Ethernet Local Area Network

Phone Line

Building Control Unit

Water Source Heat Pump with Unit Control Module

VariTrane VAV Unit with Unit Control Module

UCM Communications Links

Fan Coil/Unit Ventilator with Unit Control Module

Other Equipment

The Tracer Summit product is made up of both software and hardware.

• Software is a set of instructions that tells a computer what to do.

• Hardware is the equipment that runs the software.

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Tracer Summit Software

The Tracer Summit software tells the hardware how to operate. For example, it sends electronic instructions through the building control unit to the unit control modules and on to the HVAC units. The software lets you control the operation of HVAC units located elsewhere in a building.

Tracer Summit Daily Operations Tutorial

The Tracer Summit Daily Operations Tutorial, Focus on Your System, is a four-hour, computer-based training tutorial. The tutorial is designed to teach a daily operator the basic tasks necessary to operate a Tracer Summit system (see Chapter 2, “Using the Daily Operations Tutorial”).

Trane on the Web

Use the Help menu to access Trane materials on the Web. From the Help menu, select one of the following:

• MyTraneControls.com: To access the MyTraneControls Web site (see

“MyTraneControls.com” below)

• Send Feedback: To send your comments and questions to Trane

• Trane Home Page: To access the trane.com site where you can learn

more about Trane and its products and services, read the latest Trane news, and access contact information.

MyTraneControls.com

You can find additional information and online support for your Tracer Summit system by registering with MyTraneControls.com. It provides:

• Tips, techniques, and articles to teach you more about how to use the

system

• Factory direct technical support via e-mail

• Latest versions of software delivered directly to you at no charge

• Service packs to keep your system updated

• Users forums to share ideas and issues with other users

• Libraries of graphics and custom programs

• Other valuable online content

Becoming a member:

Membership to MyTraneControls.com is provided free of charge to Tracer Summit owners and operators. As a new Tracer Summit owner, you automatically become a member. More information is available from your local Trane sales office or at www.tracersummit.trane.com.

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Getting Started

Click here to go to the MyTraneControls Web site

Accessing MyTraneControls.com

You can easily go to the MyTraneControls by:

• Clicking the My Trane Controls button on the standard site graphic

(see Figure 2),

• Selecting MyTraneControls.com from the Help menu, or

• Clicking the shortcut icon added to your desktop when Tracer Sum-

mit was installed.

Figure 2. MyTraneControls.com button

Tracer Summit Hardware

Tracer Summit’s hardware consists of the following items:

• PC Workstation

• Building control units (BCUs)

• Unit control modules (UCMs)

Other hardware you may have includes:

• Tracer 100 series panels

• Tracker panels (EMTK Version 6.x and lower)

The PC Workstation, building control units, and unit control modules are described in the following sections of this chapter. See Table 1 on page 5 for user guides containing descriptions of the Tracer 100 and Tracker EMTK series panels.

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Table 1. Tracer 100/Tracker Reference Guides

Tracer Summit Hardware

Panel User Guide

Trace r 10 0

Track er

Tracer 100i, Tracer L, and Tracer Chiller Plant Manager Installation Guide

Tracer 100 Installation Guide EMTB-IN-12 Tracer 100 Series Operator’s Guide EMTB-OG-15 Tracer 100 Series Programming Guide EMTB-PG-11 Tracer 100 Version 15.1 Addendum to

Tracer 100 Series Literature Tracer 100i, 100L, and Chiller Plant

Manager Troubleshooting/Repair Tracer 100 Troubleshooting/Repair EMTB-TSR-2A T100 Version Conversion Programs EMTB-IN-10 Tracker Installation Guide EMTK-IN-7 Tracker Operator’s Guide EMTK-OG-8

Reference

Number

EMTF-IN-6

EMTB-AD-4

EMTF-TSR-1

PC Workstation

You perform all of the daily operations tasks at the PC Workstation using the Tracer Summit software. The PC Workstation and Tracer Summit software are connected to the building control units and the unit control modules.

The workstation consists of these main components:

• Computer monitor

• CPU (central processing unit)

• Mouse

• Keyboard

You may have additional equipment, such as a printer (see Figure 3).

Figure 3. PC Workstation Components

Computer Monitor

Printer

Keyboard

CPU

Mouse

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Getting Started

Building Control Unit (BCU)

The BCU is a panel that communicates with and coordinates the unit control modules (UCMs) in a building. It communicates UCM status, alarm, and event information to the Tracer Summit software at the PC Workstation.

The BCU is available with an optional operator display interface (see Figure 4). This field-installed option consists of a 1/4 VGA liquid crystal display (LCD) with touch screen.

Tracer Summit may have more than one BCU connected to it. Each BCU at a site can be configured to have an operator display.

Figure 4. Building Control Unit with Operator Display

BCU operator display with touch screen

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Tracer Summit Hardware

Unit Control Modules (UCMs)

A UCM is a control panel that is located on or near an HVAC unit (see Figure 5). An HVAC unit is a piece of equipment such as a chiller or a rooftop unit.

Figure 5. Unit Control Module

UCM

The UCM controls how the HVAC unit operates. For example, the UCM for a rooftop unit controls things such as its cooling setpoint and when its compressor turns off.

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Getting Started

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Chapter 2

Using the Daily Operations Tu t o r i a l

The daily operations tutorial Focus on Your System can be used in two ways. You can use the tutorial as a self-paced training course to get training on basic Tracer Summit operations. Or you can access the tutorial from the Tracer Summit software to get training on a specific task before performing it within Tracer Summit.

This chapter is divided into two sections:

• Using the Tutorial within Tracer Summit Software

• Using the Tutorial as a Stand-alone Training Course

Using the Tutorial within Tracer Summit Software

To use the Tracer Summit Daily Operations Tutorial, you must first run the tutorial installation program on your PC. (Refer to the Tracer Summit Hardware and Software Installation guide.) After you have installed the program, tutorial buttons appear on the following:

• Schedule window

• Overrides dialog box

• Event Log window

• Chiller Plant Status screen

• Reports window

• Backup dialog box

• Restore Site dialog box

Figure 6 on page 10 shows an example of a tutorial button in Tracer Summit. The tutorial buttons give you access to specific training modules on the tutorial CD-ROM. To access the training modules, you must have the Daily Operations Tutorial CD-ROM in the CD-ROM drive of your PC.

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Using the Daily Operations Tutorial

Figure 6. Schedule Screen—Tutorial Button

Tutorial button

To access a training module from Tracer Summit:

1. From the appropriate screen, window, or dialog box, click the Tutorial button. The Tracer Summit Tutorial Menu displays (see Figure 7 on page 11).

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Using the Tutorial within Tracer Summit Software

Figure 7. Tutorial Task-based Menu

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Note:

When the tutorial menu is accessed from the Tracer Summit software, it shows only training modules for a specific task. To access the complete tutorial, refer to “Using the Tutorial as a Stand-alone Training Course” on page 21.

2. Click on a training module to start the tutorial. Figure 8 on page 12 shows an example of a Tracer Summit tutorial screen.

3. Work through the examples by following the instructions.

4. To return to the Tracer Summit software, click the Quit button at the bottom of the tutorial screen.

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Using the Daily Operations Tutorial

Tutorial instructions

Figure 8. Example of a Tutorial Screen

Simulated Tracer Summit window

GCC

Title of the training module

Name of specific task for this training module

Click to return to the main menu

Click to exit the tutorial and return to the Tracer Summit software

Click to replay audio instructions

Click to go to the next screen

Indicates the current screen number and the total number of screens

Click to return to the previous screen

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Using the Tutorial within Tracer Summit Software

Accessing the Training Modules within Tracer Summit

To access the training modules, you must have the Daily Operations Tutorial CD-ROM in the CD-ROM drive of your PC.

Schedule Training Modules

The Schedule screen is linked to the following training modules:

• Changing Daily Schedules

• Changing Exception Templates

• Practice Changing Schedules

To access the Schedule training modules:

1. Click the Schedule button on the task bar. The Select Time of Day (TOD) dialog box displays (see Figure 9).

Figure 9. Select Time of Day (TOD) Dialog Box

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2. Click on the schedule you want to select.

3. Click OK. The Schedule screen displays (see Figure 10 on page 14).

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Using the Daily Operations Tutorial

Figure 10. Schedule Screen

4. Click the tutorial button to display the Tracer Summit tutorial menu for the Schedule screen.

5. To exit the tutorial and return to the Schedule screen, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Tutorial within Tracer Summit Software

Override Dialog Box Training Modules

The Override dialog box is linked to the following training modules:

• Changing Setpoints and Overrides

• Changing Chiller Plant Status

• Practice Making Changes

To access the Override dialog box training modules:

1. Click the Override button on a graphic. The Override dialog box displays (see Figure 11).

Figure 11. Override Dialog Box

2. Click the Tutorial button to display the Tracer Summit tutorial menu for the Override dialog box.

3. To exit the tutorial and return to the Override dialog box, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Daily Operations Tutorial

Event Log Training Modules

The event log is linked to the following training modules:

• Alarms and Events

• Using the Event Log

• Event Log Maintenance

• Practice with the Event Log

To access the Event Log training modules:

1. Click the Alarm button on the task bar. The event log displays (see Figure 12).

Figure 12. Alarm and Event Log

Tutorial button

2. Click the Tutorial button to display the Tracer Summit tutorial menu

3. To exit the tutorial and return to the event log, click the Quit button

16 BMTX-SVU01B-EN

for the event log.

at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Tutorial within Tracer Summit Software

Chiller Plant Status Training Modules

The Chiller Plant Status window is linked to the following training modules:

• Changing Setpoints and Overrides

• Changing Chiller Plant Status

• Practice Making Changes

To access the Chiller Plant Status training modules:

1. From the Status menu, select Chiller Plant Control Status. The Chiller Plant Status screen displays (see Figure 13).

Figure 13. Chiller Plant Status Screen

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2. Click the Tutorial button to display the Tracer Summit tutorial menu for the Chiller Plant Status screen.

3. To exit the tutorial and return to the Chiller Plant Status screen, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Daily Operations Tutorial

Reports Training Modules

The Select Report to View and Select Report Type windows are linked to the following training modules:

• Types of Reports

• Graphical Trends

• Printing and Saving Reports

• Practice with Reports

To access the reports training modules:

1. Click the Reports button on the task bar to display the Select Report to View window (see Figure 14).

From the Setup menu, select the Reports Editor to display the Select Report Type window (see Figure 15).

Figure 14. Select Report to View Window

Figure 15. Select Report Type Window

2. Click the Tutorial button to display the Tracer Summit tutorial menu for the reports window.

3. To exit the tutorial and return to the reports window, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Tutorial within Tracer Summit Software

Backup and Restore Training Modules

The Backup Site, Backup Graphic, and Restore Site windows are linked to the following training modules:

• Performing Backups

• Practice Backups

To access the Backup training modules:

1. From the Tools menu, select Backup Site or Backup Graphic. The appropriate dialog box displays. (Figure 16 is the window for Backup Site.)

Figure 16. Backup Site Dialog Box

2. Click the Tutorial button to display the Tracer Summit tutorial menu for the Backup window.

3. To exit the tutorial and return to the Backup window, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Daily Operations Tutorial

To access the Restore Site training modules:

1. From the Tools menu, select Restore Site. The Restore Site window displays. (see Figure 17).

Figure 17. Restore Site Dialog Box

2. Click the Tutorial button to display the Tracer Summit tutorial menu for the Restore Site window.

3. To exit the tutorial and return to the Restore Site window, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12).

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Using the Tutorial as a Stand-alone Training Course

As a stand-alone training course, the Daily Operations Tutorial offers you an opportunity to gain basic skills in operating a Tracer Summit system. The training course parallels the information in the Tracer Summit Daily Operations guide and focuses on the basic daily tasks you will need to perform. Since the stand-alone training course is run entirely from the Daily Operations Tutorial CD-ROM, it is not necessary to have Tracer Summit installed.

Accessing the Stand-alone Tutorial

After you have installed the tutorial on your PC, a Tracer Summit Tutorial icon is automatically placed on your Windows desktop. (Installation instructions are included in the tutorial CD-ROM case and in the Hard- ware and Software Installation guide.) To run the tutorial program, you must have the Daily Operations Tutorial CD-ROM in the CD-ROM drive of your PC.

To access the tutorial:

1. Double-click the Tracer Summit Tutorial icon. The tutorial opens and the logon dialog box is displayed.

2. In the User ID field, type a user ID. (The User ID can be anything you want.)

3. In the Password field, type a password. (The password can be anything you want.)

Note:

If you are entering a new user name and password for the first time, a message box is displayed asking you to confirm that this is your first visit to the course. If this is not your first visit, recheck your user name and password.

4. In the Verify field, type the password again and press the Enter key. The Daily Operations Tutorial Main Menu displays (see Figure 18 on page 22).

For the tutorial to keep track of which modules have been completed, you must log on to the tutorial with the same user name and password each time you run the tutorial.

Note:

Each user should set up his or her own user name and password for running the tutorial.

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Using the Daily Operations Tutorial

Using the Training Modules

The training course is organized into training modules that are accessed from the tutorial Main Menu (see Figure 18). The training modules are interactive, allowing you to perform tasks and make entries as instructed.

You can exit the modules at any time and then return either to the place you left or to the Main Menu. A bookmark feature tracks your progress through the course and places an “X” next to modules and sections that you have completed. If you are in Tracer Summit and want to access the training modules, minimize Tracer Summit and start the tutorial. Modules will not be shown as completed when accessing the tutorial from a Tracer Summit screen tutorial button.

To access a training module:

◆ Click an area that you need training on. Then, select a training mod-

ule. See Figure 8 on page 12 for an example of a Tracer Summit tutorial screen.

Figure 18. Daily Operations Tutorial Main Menu

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Using the Tutorial as a Stand-alone Training Course

Checking Your Knowledge

When you have completed the training modules or have mastered the basic skills, you can take a final unguided test.

To check your knowledge:

1. Click Checking Your Knowledge.

2. Take the test. You must complete the entire test and pass it before you can print a certificate of completion.

• If you passed, congratulations! Follow the instructions for print-

ing out a certificate of completion.

• If you did not pass, you should return to the course and review the

modules.

If you leave the test prior to completion, your answers are not saved. Also, you will need to begin the test again at the first question.

Obtaining Continuing Education Credit

Successful completion of the tutorial entitles you to 0.4 continuing education credits (CEUs).

To receive your CEUs:

◆ Send the certificate of completion along with your name and address

to your local Trane office.

The local office will forward your information to the ICS Institute. The ICS Institute will mail back to you an official ICS Institute certificate, showing the CEUs that have been awarded.

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Using the Daily Operations Tutorial

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Chapter 3

Opening and Closing Tracer Summit

Opening Tracer Summit

1. Using the mouse, move the pointer on the screen to the Tracer Summit icon (see Figure 19).

Figure 19. Tracer Summit Icon

2. Click the left mouse button twice. The Tracer Summit Log On window displays (see Figure 20).

Figure 20. Tracer Summit Log On Window

For information on logging on to Tracer Summit, refer to the section “Logging On to Tracer Summit” on page 29.

Note:

You may not have access to all of the tasks presented in this guide. Your access privileges depend on your user profile. Contact your supervisor for information.

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Opening and Closing Tracer Summit

Minimizing (Hiding) Tracer Summit

You can minimize Tracer Summit so it does not display on the screen. When Tracer Summit is minimized, it is still open and running.

To minimize Tracer Summit:

◆ Click the Tracer Summit Minimize button at the top of the screen (see

Figure 21. Minimizing Tracer Summit

Figure 21). Tracer Summit displays as a button on the Windows task bar at the bottom of the screen.

Click this button to minimize Tracer Summit

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Minimizing (Hiding) Tracer Summit

Displaying Tracer Summit When it is Minimized (Hidden)

When Tracer Summit is minimized, it is open and running but is not fully displayed on the screen. Instead, it displays as a button on the Windows taskbar at the bottom of the screen.

To display Tracer Summit when it is minimized:

◆ Click the Tracer Summit button at the bottom of the screen (see

Figure 22).

Figure 22. Displaying Tracer Summit When it is Minimized

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Click to display Tracer Summit

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Opening and Closing Tracer Summit

Closing Tracer Summit

◆ Click the File menu and select Exit (see Figure 23).

Figure 23. Selecting Exit from the File Menu

If there is any information that you have not saved (for example, if you created a report but did not save it), a message displays asking if you want to save the information. You can do either of the following:

• To save information before closing Tracer Summit, move the pointer

• To close Tracer Summit without saving the information, move the

to Yes and click the left mouse button once.

pointer to No and click the left mouse button once.

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Chapter 4

Logging On to and Off of Tracer Summit

You must have a valid user name and password to log on to Tracer Summit. Contact your system supervisor if you have not been assigned a user name and password.

IMPORTANT

To prevent unauthorized personnel from using Tracer Summit, you should log off after completing your task(s).

Note:

You may not have access to all of the tasks presented in this guide. Your access privileges depend on your user profile. Contact your supervisor for information.

Logging On to Tracer Summit

The Tracer Summit Log On window displays when you first open Tracer Summit (see Figure 24).

Figure 24. Tracer Summit Log On Window

To log on to Tracer Summit:

1. In the User Name field, type your user name.

2. Press the Tab key to move the pointer to the Password field.

3. Type your password.

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Logging On to and Off of Tracer Summit

4. Press the Enter key to display the Tracer Summit main window.

Note:

If you type an incorrect user name or password, you hear a beep and a message displays stating that what you typed is not valid. Be sure to enter the user name and password exactly as given to you by your system supervisor. If this message continues to display, contact your system supervisor.

If Tracer Summit is already running, you need to display the Tracer Summit Log On window and log on as a new user.

To log on to Tracer Summit as a new user:

1. From the Connect menu, select Log On (see Figure 25). The Tracer Summit Log On window displays.

Figure 25. Selecting Log On from the Connect Menu

2. Type your User Name and Password.

3. Click OK.

Logging Off of Tracer Summit

If you leave your PC Workstation or if it is the end of your shift, it is a good idea to log off of Tracer Summit.

To log off of Tracer Summit:

◆ From the Connect menu, select Log Off (Figure 26).

Figure 26. Selecting Log Off from the Connect Menu

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Logging Off of Tracer Summit

• To save information before logging off of Tracer Summit, click Yes.

• To log off of Tracer Summit without saving the information, click No.

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Logging On to and Off of Tracer Summit

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Chapter 5

Finding Your Way Around

Finding your way around Tracer Summit is easy, once you understand the main screen and how to use its tools. The main screen of Tracer Summit has many parts. You use the parts described in Figure 27 to either move around the program or get help. For detailed information on these parts, refer to the sections following the figure.

Figure 27. Sample Tracer Summit Main Screen

Menu Bar

Task Bar

Navigation Tree (sample only; your tree will look different)

Tracer

ummit Window

Help Information: Press F1 to display a Help screen

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Time stamp: Shows the time and date of the BCU

Status bar: Shows the currently logged in user and site name

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Finding Your Way Around

Menu Bar

The menu bar is a line of names near the top of the screen. Figure 28 shows a menu bar similar to the one you will see in Tracer Summit.

Figure 28. Typical Menu Bar

Each name on the menu bar has a list of items associated with it. These lists remain hidden until you use the mouse to move the pointer on the screen to a name and click the left mouse button once (see Figure 29).

Figure 29. Displaying a Menu List

To open a menu and select an item:

1. Click the menu name you want to open. A list opens below the menu

2. Click the menu item you want to select.

34 BMTX-SVU01B-EN

name.

Note:

To close the menu without selecting anything, move the pointer away from the menu and click the left mouse button once.

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Task Bar

The task bar is made up of buttons with icons (pictures) on them, as shown in Figure 30. Each button has a specific purpose.

You can see the full name of a button by using the mouse to move the pointer onto the button, then waiting 1–2 seconds (do not click the mouse button). A small window containing a description displays next to the button.

Figure 30. Task Bar

This button appears when timed override is

enabled and you have security access.

Use this button to connect and

disconnect from a site.

Table 2. Task Bar Descriptions

To use the task bar:

1. Move the pointer on the screen to the button representing the task you want.

2. Click the left mouse button once. Tracer Summit performs the task. For example, if you click the Schedule button, the scheduling screen displays.

For more information about the task bar, see Table 2.Navigation Tree

Button Task Completed

Click this button once to display the previously displayed graphic (picture) in the Tracer Summit window.

Click this button once to return to a graphic (picture) after selecting the Back button.

Click this button once to display the main graphic (home graphic) selected for your Tracer Summit system.

Click this button once to display the scheduling screen. For more information about using this screen, see Chapter 8, “Changing Schedules.”.

Click this button once to display reports. For more information about using this screen, see Chapter 10, “Running Reports.”.

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Finding Your Way Around

Table 2. Task Bar Descriptions (Continued)

Button Task Completed

Click this button once to display the Trend Viewer. The Trend Viewer object must be set up before it can be viewed. If you are unable to view the Trend Viewer, see your Systems Administrator.

Click this button once to display the alarm and event log. For more information about using this screen, see Chapter 9, “Handling Alarms and Events.”.

Click this button once to display the navigation tree. Click it again to hide the navigation tree. For more information about the navigation tree, see the section “For more information about the task bar, see Table 2.Navigation Tree” on page 35.

Click this button once to connect to the site. For more information about using the site connection wizard, see the Tracer Summit System Programming guide.

Click this button once to disconnect from the site. For more information about disconnecting from a site, see the Tracer Summit System Programming guide.

Click this button once to initiate or cancel a timed override request for an area. When the workstation is not online with the BCU, this button is not available.

Click the Alarms Category button(s) to display the Event Log. This button only displays when it is set up in the Systems Options dialog box (Tools>Options).

The alarm status button has a drop-down list and is associated with the Alarms Category button. From this list you can select all of the alarms in an alarm category, all unacknowledged (UnAck) alarms in an alarm category, or none of the alarms for an alarm category.

This is another alarm status button that has a drop-down list, and is associated with the Alarms Category button. From this list you can select to view category alarms in the current site, a different site, or all sites.

The navigation tree can show all the system and site objects in the database. The navigation tree is shown in Figure 31.

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Figure 31. Sample Navigation Tree

Group of Sites

Site

Group of Sites

Site

Custom Graphics and UCMs

Task Bar

BMTX-SVU01B-EN 37

Figure Note:

Your navigation tree will not look like the sample tree shown in this figure. Instead, it will represent the sites and equipment connected to Tracer Summit at your location.

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Finding Your Way Around

Displaying Information on Objects Associated with a Site

1. Use the mouse to move the pointer on the screen to the site node.

2. Click on a + to display objects associated with the site node. Examples of objects associated with a site might be a chiller.

Using the Navigation Tree

You can display information about your building and its HVAC equipment in the Tracer Summit window by using the navigation tree (see Figure 32). Click on a site node to display all nodes associated with that site. Nodes displayed on the tree can represent sites, custom graphic objects, UCM objects, area objects, Tracer 100 or Tracker panels, and keyboard macros.

Figure 32. Using the Navigation Tree

3. Click the + or - symbol to switch between displaying and not displaying the list of objects associated with a site.

Figure Note:

Your navigation tree will not look like the sample tree shown in this figure. Instead, it will represent the sites and equipment connected to Tracer Summit at your location.

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Opening a Site

Displaying or Hiding the Navigation Tree

◆ Click the Tree button on the task bar (see Figure 33).

Figure 33. Displaying and Hiding the Navigation Tree

• Click this button once to display

the navigation tree.

• Click it again to hide the

navigation tree.

Opening a Site

1. From the Connect menu, select Open Site (see Figure 34). The Open Site dialog box displays (see Figure 35).

Figure 34. Opening a Site

Figure 35. Open Site Dialog Box

2. Click the name of the site you want to open.

3. Click OK. The site opens and the associated graphic displays in the Tracer Summit window. The site name displays in the status bar.

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Opening Other Sites

You can open additional sites from Tracer Summit. Examples of other sites you may want to open include Tracker, Tracer 100 or other BCU sites. See “Opening Tracer 100/Tracker Sites” on page 40 for instructions on opening a Tracer 100 site.

◆ Open the navigation tree and double-click on a site.

Note:

The following happens when you open another site:

• Tracer Summit continues to display information for the

first site in a window behind the newly opened site.

• The first site remains open until you close it. See the sec-

tion “Closing a Site” on page 41 for details.

• The site you just opened is the active site. Any actions you

take (for example, changing a schedule) are made to the site you just opened, and not to any other open sites.

Opening Tracer 100/Tracker Sites

Tracer Summit interacts with Tracer 100 and Tracker (model EMTK) sites primarily through terminal emulation. Terminal emulation is a user interface for Tracer 100 and Tracker panels. If you have multiple Tracer 100 panels, terminal emulation runs for only one panel at a time. Tracer Summit enables you to switch from one panel to another.

See “Using Terminal Emulation and Keyboard Macros” on page 43 for more information on terminal emulation.

Note:

Tracer Summit always displays the terminal emulation session by default each time you connect to a Tracer 100 or Tracker site.

To switch to another panel:

1. From the Connect menu, select Select Remote. The Select Remote dialog box displays.

2. Select the desired Tracer 100 or Tracker panel that you want to open.

3. Click OK. The workstation disconnects from the currently connected panel and connects to the newly selected panel. The Remote Unit Name field displays the name of the Tracer 100 panel.

Note:

Terminal emulation sessions that you forget to close can delay scheduled scans.

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Closing a Site

◆ From the Connect menu, select Close Site (see Figure 36). The site

closes.

• To save information before closing a site, click Yes.

• To close a site without saving the information, click No.

Note:

When you close a site, all communications to the site are stopped, and all windows related to the site are closed.

Figure 36. Closing a Site

Help Information

In addition to this guide, you can get information on how to perform tasks by displaying help information screens that correspond to your location in the program. For example, when the scheduling screen is displayed, you can display help information about the scheduling screen. This is called context-sensitive help.

To display help information, do either of the following:

•

Press the F1 key on the keyboard (context sensitive help).

• Click the Help button (if one is available).

A typical help screen is shown in Figure 37 on page 42.

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Figure 37. Typical Help Screen

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Chapter 6

Using Terminal Emulation and Keyboard Macros

The terminal emulation interface enables you to access a Tracer 100 or Tracker (model EMTK) site to perform daily operator functions. During a terminal emulation session, you can perform the following tasks:

• View the status of Tracer 100 and Tracker panels

• Edit Tracer 100 schedules

• Send keyboard macros to a Tracer 100 or Tracker panel

• Capture information to a file or send it to a printer

When a Tracer 100 or Tracker panel is the active site, a terminal emulation window displays in the Tracer Summit main window (see Figure 38).

Figure 38. Terminal Emulation Interface Screen

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Accessing Terminal Emulation

Use the following procedure to start a terminal emulation session.

Note:

Close the terminal emulation window when you are finished. Leaving the terminal emulation window open can delay BMN protocol operations for a Tracer 100 because the port is busy.

IMPORTANT

All letter keys must be in upper-case characters when you use them to communicate with a Tracer 100 or Tracker.

To access a terminal emulation session:

1. Log on to the desired Tracer 100 or Tracker site.

Note:

Terminal emulation assumes that you are already logged on to a site. If the Tracer 100 or Tracker site is open, but not connected, then the terminal emulation screen does not appear in the main window.

2. From the Connect menu, click Connect Site.

• If several remote units are configured for the site, the Select

Remote dialog box appears (see Figure 39).

• If there is only one remote unit in the site, the Site Connection

Wizard displays (see step 4).

You can also double-click a Tracer 100 or Tracker site node in the navigation tree. Set up this capability in the System Options editor. For more information, see the Tracer Summit System Programming guide or contact your supervisor.

Figure 39. Select Remote Dialog Box

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3. If required, select the desired site from the Select Remote dialog box and click OK. The Site Connection Wizard displays.

4. Select the type of connection you are making with the panel. The Connection Manager dialog box displays.

• Click the Modem button if you are connecting by way of a modem.

• Click the Hardwired button if you are connecting by way of a

direct connection.

5. Click OK. The workstation connects to the site and the terminal emulation screen displays after a brief period.

Accessing Keyboard Macros

Use keyboard macros to quickly access menu and submenu items in the Tracer 100 or Tracker menu structure. Keyboard macros automate the process of you typing a series of keystrokes to locate the menu item you require.

During a terminal emulation session, you can access keyboard macros from either the navigation tree or from the keyboard macro pop-up menu in the terminal emulation window (see Figure 40).

Keyboard macro node

Macro item

Macro pop-up menu inside a terminal emulation window

Figure 40. Accessing Keyboard Macros

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To run macros from the navigation tree:

1. After connecting to a site, double-click the desired macro node in the navigation tree (see Figure 40 on page 45).

If the site has several unit-to-unit panels defined for it, and you want to run a macro in one of these other panels, double-click the site node on the tree. Select the desired panel from the Select Remote dialog box. Then double-click the macro again.

2. Click the desired macro item. The terminal emulation session runs the keystroke macro that is assigned to the node.

To run macros from the terminal emulation window:

1. Right-click the mouse anywhere inside the terminal emulation window. The macro pop-up menu displays (see Figure 40 on page 45).

2. From the pop-up menu, select the desired macro. The Tracer Summit software runs the macro.

Switching to Another Panel in the Site

Use the following procedure to switch to a different Tracer 100 panel while you are already connected to a Tracer 100 panel. You can only switch panels in a unit-to-unit site.

To switch to another panel:

1. From the Connect menu, select Select Remote. The Select Remote dialog box appears.

2. Select the desired Tracer 100 panel to which you want to connect.

3. Click OK. The workstation disconnects from the currently connected panel and connects to the newly selected panel. The Remote Unit Name field displays the name of the connected panel.

Using Terminal Emulation Screen Options

During a terminal emulation session, you can perform the following editing tasks:

• Save text to a file

• Output text to a printer

• Change the text and background colors

• Copy text to another application

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Saving Screen Text to a File

To capture the current settings of a Tracer 100 or Tracker panel or to troubleshoot a panel, you might want to save the text that appears in the terminal emulation screen to a file.

To save text to a file:

1. From the terminal emulation screen, click the Capture Text button. The Output To dialog box displays (see Figure 41).

Figure 41. Output To Dialog Box

2. Select the Output to File check box.

3. In the File field, specify where to store the file:

• Type the path of the file, including the file name

• Click the Browse button to select a path

4. Click OK. The session captures the text as it appears in the terminal emulation window.

After the text capture begins,

• Click Stop Capture to stop capturing text

• Click Pause to temporarily stop capturing text

• Click Resume to continue capturing the information

Printing Screen Text

To capture the current settings of a Tracer 100 or Tracker panel or to troubleshoot a panel, use the following procedure to print the text that displays on the terminal emulation screen.

To print screen text:

1. From the terminal emulation screen, click the Capture Text button. The Output To dialog box appears (see Figure 41).

2. Select the Printer check box.

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3. From the Printer Name list, select the printer to which you want to print.

4. Click OK. The session captures the text as it appears in the terminal emulation screen and sends it to the selected printer.

After the print capture begins,

• Click Stop Capture to stop printing text

• Click Pause to temporarily stop printing text

• Click Resume to continue printing the information

Copying Text

To capture the current settings of a Tracer 100 or Tracker panel or to troubleshoot a panel, you might want to copy and paste the text that appears in the terminal emulation screen to an e-mail or another application.

1. With the terminal emulation window open, from the Edit menu, select Copy. The text in the terminal emulation window is copied to the operating system clipboard.

2. Open the application to which you want to paste the text, such as an e-mail or a word processing program, and select Paste from the Edit menu of that application. The text is pasted where you indicated.

Changing the Window Color Scheme

1. With the terminal emulation window open, from the Edit menu, select Screen Preferences. The Screen Preferences dialog box appears (see Figure 42).

Figure 42. System Preferences Dialog Box

2. Click the Change Background Color button. The Microsoft Windows color palette appears.

3. From the palette, select the desired color for the background color scheme.

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4. Click the Change Foreground Color button. The Microsoft Windows color palette appears.

5. From the palette, select the desired color for the foreground color scheme.

6. Click OK. The changes you selected are saved and the new color scheme displays in the terminal emulation window.

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Chapter 7

Displaying and Changing Status Information

You can display and change system status information using Tracer Summit graphical displays, which are available with BCU sites. These displays allow you to check system status information and perform operator overrides.

Tracer 100 sites enable you to override calculated binary and calculated analog settings. See “Changing System Values (Overrides and Setpoints)” on page 55 for details.

Note:

References to graphics in this chapter do not apply to Tracer 100 sites.

The topics that are covered in this chapter are:

• Displaying status information on graphics

• Changing system values for BCU and Tracer 100 sites

• Using the pop-up menu for graphics

Note:

You may not have access to all of the tasks presented in this guide. Your access privileges depend on your user profile. Contact your security supervisor for information.

Displaying Status Information on Graphics

Live data (such as temperature and humidity) are regularly displayed on graphics. Any data from the system can be displayed.

You can create custom graphic displays to provide a dynamic view of your building. You can create and view graphic displays of items such as buildings, floor plans, and HVAC equipment. Graphic displays can be animated. For example, graphics can be displayed to simulate a damper opening or closing.

Standard graphics are furnished for Trane equipment, such as chillers, variable air volume (VAV) boxes, PCMs, Universal PCMs, and thermostat control modules (TCMs). You can create customized graphics using the included HVAC graphics library or by importing graphics from other drawing packages such as Paintshop Pro, CorelDRAW or AutoCAD. You

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can also obtain graphics using digital cameras or scanners or by downloading images from the Internet.

You can launch a graphic from:

• The navigation tree

• A target field on another graphic

• The Area Control Editor and all UCM editors

• The main menu

• The task bar buttons

Tracer Summit also displays a graphic when you open a site or start the system.

Viewing a Graphic From the Navigation Tree

In the navigation tree, double-click the name of the graphic you want to display.

Viewing a Graphic from a Graphic with a Target Field

When you move the mouse pointer over a target field on a graphic, the pointer changes to a pointing finger cursor. The target field can be text, an image, or a button.

To use a target field to view a graphic:

1. On a displayed graphic, move the mouse pointer to the target field (see Figure 43 on page 53).

2. Click the target field.

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Figure 43. Graphic with a Target Field

Target field

Viewing a Graphic from an Editor

You can view an object’s graphic from any UCM editor or from the Area editor.

To view a graphic from an editor:

1. When any editor is displayed, select the Status tab.

2. Click the Graphic button. The standard graphic displays.

Viewing a Graphic Using the Main Menu

1. From the Status menu, select Graphics. The Open Graphic dialog box displays (see Figure 44 on page 54). The list displays all objects associated with the active site that have graphics linked to them.

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Figure 44. Open Graphic Dialog Box

2. Highlight the graphic you wish to open.

3. Click the Open button.

Viewing a Graphic Using the Task Bar Buttons

After you have viewed several graphics in sequence, you can use the Back and Forward buttons on the task bar to move between them. For example, if you have just viewed three graphics called Graphic 1, Graphic 2, and Graphic 3, and Graphic 3 is currently displayed, you can click the Back button to view Graphic 2 again. (Clicking the Back button again returns you to Graphic 1.) From Graphic 2, you can click the Forward button to view Graphic 3.

Closing a Graphic

In any graphic, click the Close button in the upper right corner of the graphic window (see Figure 45 on page 55).

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Figure 45. Clicking the Close Button to Close a Graphic

Close button for the graphic

Note:

You can also close a graphic using the Tracer Summit main menu. From the File menu, select Close Graphic.

Changing System Values (Overrides and Setpoints)

With Tracer Summit, you can change system values in several ways. With BCU sites, you can:

• Override the status of UCM objects

• Override the status of area objects

• Override the status of analog and

binary output objects

• Change setpoints

• Change binary values

• Select from a list of values

• Override binary or analog outputs

• Release override control

With Tracer 100 sites, you can override the status of calculated binary or calculated analog objects.

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With a BCU site, you can change all of these items using different control types within a graphical display. Figure 46 shows an example graphic with the four main control types.

Figure 46. Control Types within a Graphic

Setpoint Control

Override Control

Binary Check Box Control

Selection List Control

Overriding System Values

You can override the system control of the present value property for an object by selecting the override control. When the override control is on a graphic, you can display status information by right-clicking on the Override control button to open either the Simplified Override dialog box or the Advanced Override dialog box.

This gives you information on what system applications are currently controlling the object (see Figure 52 on page 61 and Figure 62 on page 73).

When a “hand” icon is displayed on an override button, it indicates that the present value of the object is in manual override (see Figure 47). To set up this feature, see “Displaying Override Status” on page 57.

Figure 47. Manual Override Icon

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The Override button for UCMs is active if the BCU is up and communicating with the UCM and your workstation, and if the UCM is not under local control. The Override button for an area object is active if the BCU that the area object is saved in is communicating to your workstation.

Note:

The text of the button that displays the Override dialog box is specific to your site. The button may, for example, be called Override, Control, or another name.

Displaying Override Status

You can enable the “hand” icon to display on an override button when the object is in manual override by doing the following:

1. Click on Tools from the menu bar, then select Options. The Systems Options screen displays.

2. In the Systems Options screen, check the Display Override Status box (see Figure 48).

3. Click Save.

Display Override Status checkbox

Figure 48. Systems Options Screen

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Setting Up the Simplified Override Dialog Box

With the Simplified Override dialog box, the daily operator can change the present value of a property without having to select the priority level. by right-clicking on a property in a graphic. This eliminates the need to access the editor to override the present value. The Simplified Override dialog box must first be setup before it is available for use in Tracer Summit.

To set up the simplified override dialog box:

1. From the Site Security editor, click the Functions tab.

2. In the Access column, click the checkbox for the following functions (see Figure 49):

• Change Values from Graphics

• User – Any Priority Level Point Control (select one of the options)

Note:

The highest user priority level you select will determine the highest user level default override setting available.

3. In the Select Default Priority for Simplified Override Dialog dropdown, select a user default priority level.

Figure 49. Functions tab

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4. Click the Objects tab (see Figure 50).

5. In the Access column, click the checkbox for the following:

• Analog Output

• Binary Output

• The appropriate UCMs

6. Click Save.

Figure 50. Objects tab

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Accessing the Simplified Override Dialog box

The Simplified Override dialog box can only be accessed through a graphic. You can access it by using either the Override Control button or a pop-up menu. With the Simplified Override dialog box you can override the present value of:

• Analog outputs

• Multi-state analog outputs

• Binary outputs

• UCMs and applications

• Non-Trane BACnet points

Using the Override Control button

1. In a graphic, click on the Override control button (see Figure 49). The Simplified Override dialog box displays (see Figure 52 on page 61)

Note:

The Override control button only controls present value properties and does not have the capability to override lighting values. To override lighting values, refer to “Overriding a Binary Output or a Lighting Value” on page 67.

Override control button

Figure 51. Override control button

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Figure 52. Example of a Simplified Override Dialog Box

Using a Pop-up Menu

Note:

If you are not setup to use the Simplified Override dialog box, only the Advanced dialog box displays. See your Site Security Administrator for more information.

1. Right-click on a property in a graphic. A pop-up menu displays two override options (see Figure 53):

• Override <object type> (this is the simplified override option)

• Override using Advance Dialog

2. Select the simplified override option to display the Simplified Override dialog box.

Figure 53. Graphic Pop-up Menu

Simplified override option

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Using the Simplified Override Dialog Box

With the Simplified Override dialog box you can easily override the following:

• Analog outputs

• Binary outputs

• Multi-state analog outputs

• UCMs

• Non-Trane BACnet points

Overriding an Analog Output

1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 54).

Figure 54. Analog Output Override Dialog Box

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Note:

Click on the More control button at the bottom of the dialog box to display the Priority Arrays box. To perform an override, your default control priority level must be higher than priority level listed in the box. If not, refer to “Using the Advanced Systems Override” on page 72.

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2. Click on the Manual option in the Auto/Manual knob. This enables the slider bar and text field.

3. Click in the text field and enter a new value. The green indicator in the slider bar moves to reflect the new value.

4. Click the Apply button to apply the override and view the results, or click OK to apply the changes and close the dialog box.

Changing the Min/Max Output Range

1. Click on the Edit Min/Max button in the Analog Output Override dialog box. The Edit Min/Max dialog box displays (see Figure 55).

Figure 55. Edit Min/Max Dialog Box

2. Enter the desired values in the Max Value, Default Value, and Min Value fields.

3. Click OK. The dialog box closes.

To return control back to the BAS, see “Releasing Control Back to the System” on page 71.

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Overriding an Analog Output or Analog Value in a NonTrane BACnet Device

1. Open the Simplified Override dialog as described in “Overriding a Binary Output or a Lighting Value” on page 67. The Override dialog box displays (see Figure 56).

Figure 56. Non-Trane Analog Output Override Dialog Box

2. Click in the text field to enter a new value.

3. Click the Apply button to apply the override and view the results, or

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Note:

click OK to apply the changes and close the dialog box.

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Overriding a Multi-State Analog Output

Note:

The analog output (AOP) object must be setup in the editor as a multistate object for this view.

1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 57).

Figure 57. Analog Output (Multi-state) Override Dialog Box

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Note:

2. Click on the Manual option in the Auto/Manual knob. This enables the multi-state slider bar and the Apply button.

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3. Click and drag the indicator in the slider bar to the desired setting.

4. Click the Apply button to apply the override and view the results, or click OK to apply the changes and close the dialog box.

To return control back to the BAS, see “Releasing Control Back to the System” on page 71.

Overriding a Multi-State Output in a non-Trane BACnet Device

1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 58).

Figure 58. Non-Trane Analog Output (Multi-state) Override Dialog Box

2. Verify that the Control knob is in the Change to position.

3. Click and drag the indicator in the slider bar to the desired setting.

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4. Click the Apply button to apply the override and view the results, or click OK to apply the changes and close the dialog box.

To return control back to the BAS, see “Releasing Control Back to the System” on page 71.

Overriding a Binary Output or a Lighting Value

1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The override dialog box displays (see Figure 59).

Figure 59. Binary Output Override dialog box

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Note:

2. Click on the Manual option in the Auto/Manual knob.

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3. Click the toggle switch to set it to the On state, or click the toggle switch to set it to the Off state. With either selection, the On label or the Off label will then appear in bold.

Note:

The toggle switch labels are defined in the Binary Output editor and can be assigned names other than On and Off.

4. Click the Apply button to apply the override and view the results, or click OK to apply the changes and close the dialog box.

To return control back to the BAS, see “Releasing Control Back to the System” on page 71.

Overriding a Binary Output or Binary Value in a Non-Trane BACnet Device

1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 60).

Figure 60. Non-Trane binary Output Override Dialog Box

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Note:

2. Verify the control knob is in the Change to position.

3. Click the toggle switch to set it to the On state, or click the toggle switch to set it to the Off state. With either selection, the On or Off label will then appear in bold.

Note:

The toggle switch labels are defined in the Binary Output editor and can be assigned names other than On and Off.

4. Click the Apply button to apply the override and view the results, or click OK to apply the changes and close the dialog box.

To return control back to the BAS, see “Releasing Control Back to the System” on page 71.

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Overriding a UCM or Application

1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The override dialog box displays (see Figure 61).

Note:

If you are overriding an application object it must have a Present Value property. Area is an example of an application with a Present Value property.

Figure 61. UCM Override Dialog Box

2. Click on the Manual option in the Auto/Manual knob.

3. Click and drag the indicator in the slider bar to the desired setting.

4. Click the Apply button to apply the override and view the results, or

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Note:

click OK to apply the changes and close the dialog box.

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To return control back to the BAS, see “Releasing Control Back to the System” on page 71.

Releasing Control Back to the System

To return control back to the BAS after performing an override, do the following:

Tra n e O b je cts

1. In the Simplified Override dialog box, click Auto in the Auto/Manual knob.

2. Click OK to close the dialog box, or click Apply to view the updated Present Value field and priority arrays.

Note:

Clicking on Auto to release control back to the BAS also removes all user overrides from the priority array.

Non-Trane BACnet devices

1. In the Simplified Override dialog box, click on the Release in the Release/Change to knob.

2. Click OK to close the dialog box, or click Apply to view the updated Present Value field and priority arrays.

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Using the Advanced Systems Override

With the Advanced Override dialog box you can perform the following overrides:

• Control the object to a different mode or value. By controlling UCMs

and applications, you change the mode. By controlling analog outputs, you change the numerical value. By controlling binary outputs, you change the binary selection or value.

• With BCU sites, you can set the priority at which the value takes

effect. Priority is the level or rank assigned to a command source, such as a system application or a user command. Control priority varies from 1 (highest) to 16 (lowest). You will usually override at the user-high (level 4) or user-low (level 12) level.

• Release the control of a system application or user override on the

specific object. If the released priority is the highest, the next highest priority is applied to the object.

To open the Advanced Override dialog box:

1. From a graphic, right-click the button that controls the object’s value or mode (Override, Control, etc.). A pop-up menu displays.

2. From the pop-up menu, select Override using Advanced Dialog. The Advanced dialog box displays (see Figure 62 on page 73).

Note:

The Advanced Override dialog box will not display if the default-priority value is selected.

• If you are operating a Tracer 100 site, select Calculated Analog or

Calculated Binary from the Setup menu. When the Select Calculated Analog or Select Calculated Binary dialog box displays, select a name, then click OK. Select the Override tab, then click the Override button The Override dialog box displays

Note:

If you are using the Tracer 100 site, you can use the Override dialog box to override or release present value control (see “Overriding the Present Value Control” on page 73 or “Releasing Control with Present Value Control” on page 73).

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Figure 62. An example of an Advanced Override Dialog Box

Overriding the Present Value Control

1. In the Advanced Override dialog box, click the Change Value To button if this option is not already selected.

2. In the Change Value To list box, select the desired value:

• For a UCM or application object, the available values are: Unoc-

cupied, Optimal Stop, Occupied, Optimal Start, Demand Limit, Duty Cycle, Priority Shutdown, Night Economize, and Night Heat/Cool.

• For an analog output object, the values are numerical and are in

the valid range of the analog output as configured in the analog output editor.

• For a binary output object, the selections are the text defined for

the active and inactive descriptors in the binary output editor.

3. Click the At Priority list box to select a priority. This option is available for BCU panels only.

4. Click Apply or OK to perform the override.

Releasing Control with Present Value Control

BCU sites use the Override button to release the control of a system application on the specific object. The system releases control of the value at the priority selected. The new value is based upon the application that was controlling the value at the priority below the one in effect. If no other value was set, the default value is used. The value and priority are reflected in the Priority Array selection box. The Override button for

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UCMs is active if the BCU is up and communicating with the UCM and your workstation, and if the UCM is not under local control.

Note:

On BCU sites, the name of the Override button is specific to your site. For example, the button may be called Override, Control or another name.

To release control with present value control:

1. At the Advanced Override dialog box, click the Release Control button. The Change Value To button becomes inactive and the system selects the highest priority from the At Priority list box.

2. Click the Apply button to perform the release.

Changing Setpoints

You can manually adjust setpoints for pieces of equipment using setpoint control fields. The setpoint control field is used for any analog value in the system. Figure 46 on page 56 shows an example setpoint control field.

This section applies to BCU sites only.

To change a setpoint:

1. With a graphic displayed, move the mouse pointer over the setpoint control field. The mouse pointer changes to the insertion point.

2. Click the field to highlight the value.

3. Type in the value to be used and press Enter. The new value displays and is sent to the system for control. If the value is not valid, an error message displays, explaining the reason for the error.

Changing Binary Values with Binary Check Box Controls

You can manually control a binary value in the system using the binary check box control field. Figure 46 on page 56 shows an example binary check box control field.

This section applies to BCU sites only.

To change the binary control value:

◆ With a graphic displayed, click the check box of a binary control field

to place or clear the check mark. Click anywhere outside the check box. The new value is sent to the system for control. If the value is not valid, an error message displays, explaining why the change did not take place.

Changing System Values with Selection List Controls

You can manually select desired states of system values using selection list control fields. These fields are drop-down lists of available selections.

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Using the Advanced Systems Override

An example of a property that uses a list box control field is the Heat/Cool mode of an Area. Figure 46 on page 56 shows an example selection list control field.

This section applies to BCU sites only.

To change a value using the selection list control field:

1. With a graphic displayed, click the drop-down arrow. A list of available selections displays.

2. Click a selection from the list.

3. Click anywhere outside the Control field.

Making a Timed Override Request

You can start or cancel a timed override (TOV) request for an area object. Timed override requests for areas can be made from a Trane zone sensor, a BCU operator display, or a Tracer Summit PC Workstation.

To access TOV from the Tracer Summit Main Menu:

1. From the Setup menu, select Timed Override or click the Timed Override button on the task bar (see Figure 63). The Select Area dialog box displays (see Figure 64).

Note:

Timed override only appears in the Setup menu and on the task bar if you have security access. If you have access but the Timed Override selection and TOV button appear unavailable, the PC Workstation may not be communicating with the BCU.

Figure 63. Accessing TOV from the Main Menu

Timed override from the Setup menu

Timed Override button

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Displaying and Changing Status Information

Figure 64. Select Area Dialog Box

2. Select an area to change the timed override status. Then click the OK button. The Timed Override dialog box displays for the area (see Figure 65 on page 76).

Figure 65. Timed Override Dialog Box

3. In the Timed Override Request box, click the desired option.

• Select the Start Timed Override option to start a timed override

request for the area. The timed override remains active for the number of minutes shown on the option button description.

• Select the Cancel Timed Override option to cancel a timed over-

ride request. Timed override becomes inactive for the area.

4. Click OK to close the Timed Override screen and begin the request.

Note:

Timed override must be enabled in order for Area Control to process a request. (To set up a timed override for an area, see the System Programming guide.)

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Using the Graphics Pop-up Menu

Tracer Summit graphics help lead you through the system. From a graphic you can easily reach the Trend Viewer, editor, schedule and report for the selected piece of equipment, either by using a graphics popup menu or by using the task bar buttons. Access the graphics pop-up menu by right-clicking on the graphic itself and on most fields. The popup menu contains the following menu items: Open Trend Viewer, Edit area, View Schedule, and View Report (see Figure 66).

Note:

These menu items are available only if you have access privileges.

Figure 66. Graphics Pop-Up Menu

This option will only appear if a Trend Viewer was previously created for the object.

The Edit item changes based on the object type that is being displayed

Open Trend Viewer

Selecting the Open Trend Viewer displays a graphical representation of data collected by the trend object. It displays both live and historical data. It will only display as an option if a Trend Viewer was previously created for the object. If not, Create a Trend Viewer will display instead.

Edit

Selecting the Edit item displays the editor for the object in the selected status or control field. The name of the menu item is dependent upon the object type that is being displayed in the status or control field. In Figure 66, the Edit item is specific to Area.

View Schedule

Selecting View Schedule displays the Scheduling application with the schedule for the object for which the field is displaying data. The object has to be a member of a schedule or of an area that is a member of a schedule. If the object is not a member of a schedule, the schedule application displays as if you are creating a new schedule. For more information about schedules, refer to Chapter 8, “Changing Schedules.”

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View Report

Selecting View Report displays the Report Viewer application with the specific report for the field of the selected object. If there is more than one report defined for an object, the system displays the Select Standard Live Report window.

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Displaying and Changing Status Information

Displaying Information on a Graph

With Tracer Summit, you can display information about an object in a Trend Viewer.

A Trend Viewer is a graphical representation of data collected by a trend object. By right-clicking on a graphic, you can create a Trend Viewer or open or add to an existing one. For more information on how to setup and access a Trend Viewer, refer to Chapter 11, “Using the Trend Viewer.”

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Chapter 8

Changing Schedules

A schedule is a set of events (instructions) that tells the HVAC (heating, ventilating, air conditioning) equipment connected to Tracer Summit what to do and when to do it. For example, an event in a schedule tells a rooftop unit when to turn on and off. When you display a schedule on the scheduling screen, you see all the events that are scheduled for a particular day.

There are three types of events in a schedule:

• Daily Events: These types of events occur every day, unless you over-

ride them with a holiday or exception. (An example daily event is a change in building occupancy at 6 p.m.) Each day of the week can have separate events. Any combination of days can share the same events. For example, Monday, Wednesday, and Friday can have the same events, and Tuesday and Thursday could each have a different set of events or share the same events.

• Holidays: These types of events override specific daily events. You

can define specific days on which holiday events override the daily events.

• Exceptions: These types of events override both daily events and

holidays. Like a holiday event, you can define a specific day(s) that the exception will override.

This chapter provides scheduling information for the following sites:

• BCU panels

• Tracer 100 panels

These sets of instructions are the same for both sites except where indicated.

Note:

You may not have access to all of the tasks presented in this guide. Your access privileges depend on your user profile. Contact your supervisor for information.

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Changing Schedules

Understanding the Scheduling Screen

The main parts of the scheduling screen are described in Figure 67 and Table 3 on page 81.

Figure 67. Scheduling Screen

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Understanding the Scheduling Screen

Table 3. Items on the Scheduling Screen

Item No. Name Description

1 Schedule Name field Type the name of the schedule into the field.

This option is not available in Tracer 100.

2 Month field Click the left mouse button once on the selection arrow (item 2a) to dis-

play a list of months.

3 Year field Click the left mouse button once on the selection arrow (item 3a) to dis-

play a list of years.

4Monthly

calendar

Click the left mouse button once on a calendar day to display the events for that day in the clock grid (item 6).

• Currently selected days display in dark gray.

• Exception days display in yellow.

• Holidays display in blue.

5 Event time bar Displays the times when an event begins and ends, and the length of

the event, based on its position in the clock grid. 6 Clock grid Represents a 24-hour clock. 7 Help button Click to display help information about the scheduling screen. 8 Open Another Opens the Select TOD window so you can select another schedule. 9 Save button Click to save the changes made to a schedule.

10 Close button Click to close the scheduling screen. 11 Holiday button Click to save the displayed events as a holiday. 12 Exception button Click to save the displayed events as an exception. 13 Report button Click to generate a standard live report on this schedule 14 Tutorial button Click to display training modules associated with the Schedule window. 15 Schedule Members field Displays the members (building areas and HVAC equipment) that follow

the displayed schedule.

16 Pertinent days Displays the days of the week to which the displayed schedule applies.

Also indicates if the selected day has an exception or a holiday applied

to it.

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Changing Schedules

Displaying the Scheduling Screen

For detailed information on the scheduling screen, see the section “Understanding the Scheduling Screen” on page 80.

To display the scheduling screen:

1. Click the Schedule button on the task bar (see Figure 68). The Select Time of Day (TOD) dialog box displays (see Figure 69).

Figure 68. Displaying the Scheduling Screen

Click to display scheduling screen

Figure 69. Select Time of Day (TOD) Window

2. Click on a schedule, then click OK. The scheduling screen is shown in

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Figure 70 on page 83.

Note:

You can also display schedules from the main menu: On the Setup menu, select Schedule.

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Figure 70. Scheduling Screen

Displaying the Scheduling Screen

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Changing Schedules

Closing the Scheduling Screen

For detailed information on the scheduling screen, see the section “Understanding the Scheduling Screen” on page 80.

To close the scheduling screen:

◆ Click the Close button (see Figure 71).

Figure 71. Closing the Scheduling Screen

If there is any information that you have not saved (for example, if you changed a schedule, but did not save it), a message displays asking if you want to save the information. You can do either of the following:

• To save information before closing the scheduling screen, click Yes.

• To close the scheduling screen without saving the information, click

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Click to close scheduling screen

No.

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Selecting the Calendar Month and Day

When you display the scheduling screen, the monthly calendar shows the current month. The current day is highlighted on the calendar, and the events for the current day are displayed as time bars in the clock grid.

To select a different calendar month and day:

1. Click on the month selection arrow (see Figure 72). A drop-down list of months displays.

Figure 72. Selecting a Month on the Scheduling Screen

Step 1

Step 3

Click to move through list of months

2. Click the desired month. The calendar for that month displays.

3. Click on the day you want to select in the month. The events of that day display for that schedule.

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Changing Schedules

Cross-hatched area shows earliest start time for optimum start

Displaying the Daily Events in a Schedule

When you display a schedule, the events for the current day are displayed as time bars. You can identify the type of event by holding the mouse over the time bar.

To identify the event type:

1. Move the mouse pointer to the event time bar you want to identify (see Figure 73).

2. Wait 1–2 seconds (do not click the mouse button). A small window containing a description of the event displays next to the time bar.

Figure 73. Identifying the Event Type

Position pointer over time bar and wait 1–2 seconds for the event description to display (do not click mouse button)

Event description

About Event Time Bars

An event time bar includes the following information:

• The start time is designated with a green dot on the event time bar.

• The stop time is designated with a red dot on the event time bar.

• Optimal start/stop events have a cross-hatched area showing the ear-

liest start time. For example, if the optimal start time is set for 7 a.m. with an early limit of 120 minutes, the earliest time for the start command is 5 a.m. The area between 5 a.m. and 7 a.m. is shown on the time bar as a cross-hatched area.

Note:

You cannot drag the end bars to change the event’s time. For information on changing event times, refer to “Changing Start or End Times of Events” on page 88.

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Displaying the Daily Events in a Schedule

Types of Events

There are five types of events found in schedules (see Table 4 and Table 5).

Table 4. Types of Events in Schedules (BCU Panel)

Event Type Description

Normal Members follow normal start and stop commands.

Optimal Members follow optimal start and stop commands. Optimal

start and stop can only be used with area control members.

Night

Economize

Lighting Members follow lighting start and stop commands.

Setpoints Analog output members are set to a specified analog value.

Table 5. Types of Events in Schedules (Tracer 100 Panel)

Members follow night economizer start and stop commands. Selected members must also be area control night economizer members.

Selected members must also be area control lighting members.

Event Type Description

Normal Members follow normal start and stop commands.

Optimal Members follow optimal start and stop commands. Optimal

start and stop can only be used with area control members.

Night

Economize

Add Duty

Cycle Events

View Holiday

Events

Members follow night economizer start and stop commands. Selected members must also be area control night economizer members.

Members change the event times for a selected day.

Members view events for a selected holiday.

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Changing Schedules

Changing Start or End Times of Events

You can change the start and end times of events on specific dates.

1. Move the pointer to the event time bar that you want to change (see Figure 74).

Figure 74. Selecting an Event on the Scheduling Screen

Step 1

2. Click the time bar to display the Change Event Times window (see Figure 75).

Figure 75. Change Event Times Window

Step 3

3. Change the event’s start or end times using the selection arrows.

4. Click OK.

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Trane TRACER SUMMIT BMTX-SVU01B-EN, Tracer Summit Daily Operations

Specifications and Main Features

Frequently Asked Questions

User Manual