Trane Tracer TU Quick Start Manual

Quick฀Start Guide

Tracer® TU Balancing Tool

SAFETY WARNING

Only qualified personnel should install and service the equipment. The installation, starting up, and servicing of
heating, ventilating, and air-conditioning equipment can be hazardous and requires specific knowledge and training.
Improperly installed, adjusted or altered equipment by an unqualified person could result in death or serious injury.
When working on the equipment, observe all precautions in the literature and on the tags, stickers, and labels that are
attached to the equipment.

March 2020

BAS-SVU024G-EN

Introduction

WARNING

CAU

TION

NOTICE

This Quick-Start Guide is intended for first-time and early users of the Tracer TU Air and Water
Balance Tool (referred to as the “Balancing Tool”). It provides a quick overview of the following
topics:

• Various methods you can use to connect to UC400 and UC200 controllers individually or
through a network

• The Calibrate Air Valve dialog box (single duct VAVs) and the Hot Deck Air Valve Balancing
Steps dialog box (dual duct VAVs) used to perform two-point air valve calibrations

• The dialog boxes used to override fans, air valves, and water valves on VAV boxes, blower
coils, fan coils, unit ventilators, and water source heat pumps

• The Facility View screen used to perform overrides and calibrations on multiple devices

For more detailed information about the Balancing Tool screens as well as procedural
information, see the Tracer TU Balancing Tool Getting Started Guide and the Tracer TU
Balancing Tool Help.

Warnings, Cautions, and Notices

Safety advisories appear throughout this manual as required. Your personal safety and the
proper operation of this machine depend upon the strict observance of these precautions.

The three types of advisories are defined as follows:

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

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

Indicates a situation that could result in equipment or property-damage only
accidents.

WWAARRNNIINNGG

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FFaaiilluurree ttoo ffoollllooww ccooddee ccoouulldd rreessuulltt iinn ddeeaatthh oorr sseerriioouuss iinnjjuurryy..
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ggrroouunnddeedd ffiieelldd wwiirriinngg ppoosseess FFIIRREE aanndd EELLEECCTTRROOCCUUTTIIOONN hhaazzaarrddss.. TToo aavvooiidd tthheessee hhaazzaarrddss,,

yyoouu MMUUSSTT ffoollllooww rreeqquuiirreemmeennttss ffoorr ffiieelldd wwiirriinngg iinnssttaallllaattiioonn aanndd ggrroouunnddiinngg aass ddeessccrriibbeedd iinn
NNEECC aanndd yyoouurr llooccaall//ssttaattee//nnaattiioonnaall eelleeccttrriiccaall ccooddeess..

©2020 Ingersoll Rand

BAS-SVU24G-EN

IInnttrroodduuccttiioonn

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iinnjjuurryy..
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cchheemmiiccaall hhaazzaarrddss,, MMUUSSTT ffoollllooww pprreeccaauuttiioonnss iinn tthhiiss mmaannuuaall aanndd oonn tthhee ttaaggss,, ssttiicckkeerrss,, aanndd
llaabbeellss,, aass wweellll aass tthhee iinnssttrruuccttiioonnss bbeellooww::

•• BBeeffoorree iinnssttaalllliinngg//sseerrvviicciinngg tthhiiss uunniitt,, tteecchhnniicciiaannss MMUUSSTT ppuutt oonn aallll PPPPEE rreeqquuiirreedd ffoorr
tthhee wwoorrkk bbeeiinngg uunnddeerrttaakkeenn ((EExxaammpplleess;; ccuutt rreessiissttaanntt gglloovveess//sslleeeevveess,, bbuuttyyll gglloovveess,,
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FFoollllooww EEHHSS PPoolliicciieess!!

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Copyright

This document and the information in it are the property of Trane, and may not be used or
reproduced in whole or in part without written permission. Trane reserves the right to revise this
publication at any time, and to make changes to its content without obligation to notify any
person of such revision or change.

Trademarks

All trademarks referenced in this document are the trademarks of their respective owners.

Revision History

This version of the Balancing Tool Quick-Start Guide includes the following changes:

• New terminology to accommodate support for Tracer® SC+

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((EEHHSS)) ppoolliicciieess wwhheenn ppeerrffoorrmmiinngg wwoorrkk ssuucchh aass hhoott wwoorrkk,, eelleeccttrriiccaall,, ffaallll pprrootteeccttiioonn,,
lloocckkoouutt//ttaaggoouutt,, rreeffrriiggeerraanntt hhaannddlliinngg,, eettcc.. WWhheerree llooccaall rreegguullaattiioonnss aarree mmoorree
ssttrriinnggeenntt tthhaann tthheessee ppoolliicciieess,, tthhoossee rreegguullaattiioonnss ssuuppeerrsseeddee tthheessee ppoolliicciieess..

Tracer TU supports the new Tracer SC+ hardware. Because Tracer TU now supports both
the existing Tracer SC hardware and Tracer SC+, this document uses some of the
following terms:

– Tracer SC and Tracer SC+ are both referred to as the "System Controller".

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3

IInnttrroodduuccttiioonn

– The Tracer SC User Interface and Tracer Synchrony (the new Tracer SC+ user

interface) are referred to as the "System Controller User Interface".

– The Tracer SC/SC+ with Core application license (or CPC application license) was

previously referred to as an "Application-SC". It is now referred to as "Tracer SC/SC+
(app) controller".

– The Tracer SC with Base license was previously referred to as a "Base-SC". It is now

referred to as "Tracer SC/SC+ (base) controller".

– The specific product names are used only if the discussion applies to one of the

products or the name occurs in an existing document title.

• An updated graphic showing the Startup Task Panel

4

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Table of Contents

Device Connections. . . . . . . . . . . .. . . . . . . .. . . . . . . .. . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 6

USB and Tracer TU Adapter Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Network Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Connecting Directly with an Ethernet Cable. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Using a LAN Connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Balancing Tool Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . .. . . . . . . . . 12

The Calibrate Air Valve Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Current Operating Status Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Drive to Maximum/Minimum Air Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The Hot Deck Air Valve Balancing Steps Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The Override Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The Air Flow Override Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

The Fan Override Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

The Water Valve Override Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

The Ventilation Override Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Facility View .. . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. 16

The Override Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Facility View Operations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

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5

Device Connections

UC40 0 USB Port

Type A/ B cable used
fo r d irect connect ion

Tracer TU senses an d
select s t he connect ion
ty pe y o u are u si n g.

The Balancing Tool is designed primarily to support VAV air and water balancing tasks. However,
you can also perform limited operations for blower coils, unit ventilators, and water source heat
pumps. In addition, the Balancing Tool provides controller summary and controller status
information and lists alarms.

Connect to individual controllers in one of the following ways:

• Physically using a USB cable

• Through the Tracer® TU Adapter (Wired/ Wireless)

• Through System Controller pass-through or a LAN connection

You can also perform operations on multiple similar devices through the Facility View.

USB and Tracer TU Adapter Connections

The DDiirreecctt CCoonnnneeccttiioonn, TTUU AAddaapptteerr –– WWiirreedd, or TTUU AAddaapptteerr -- WWiirreelleessss radio button is pre­selected on the Startup Task Panel according to the device you have plugged into your computer,
so you can click CCoonnnneecctt immediately.

Figure 1. The Startup Task Panel

6

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Network Connections

You can connect to a System Controller with an Ethernet cable or over a local area network
(LAN).

Connecting Directly with an Ethernet Cable

To connect to a System Controller directly with an Ethernet cable :

1. Select the NNeettwwoorrkk CCoonnnneeccttiioonn radio button on the Startup Task Panel.

The Facility drop-down selection box appears.

2. Select TTrraannee DDeevviiccee BBAACCnneett // IIPP EEtthheerrnneett 11 or EEtthheerrnneett 22 depending on which port you are
using.

3. Click CCoonnnneecctt.

The Unit Summary screen appears. The connection is established for the session and is
maintained until you disconnect from the controller or exit out of Tracer TU.

Using a LAN Connection

To use a LAN connection, you create a link to a "facility" in Tracer TU.

NNoottee:: The term "facility" corresponds to an individual System Controller that acts as a central

point of control for all devices on its links, including Tracer SC/SC+ (base) controllers. (The
main System Controller is referred to as an Tracer SC/SC+ (app) controller.)

To create a link to a facility, you need to know the IP or DNS address assigned to the System
Controller you want to access. You can create a link to the facility on the Startup Task Panel in
two ways:

• Use the Add New Facility Connection option to create a persisting link, which you can access
from the Startup Task Panel. (See

• Manually enter an IP address or DNS name on the Startup Task Panel to link to a System
Controller on a one-time basis. (See

DDeevviiccee CCoonnnneeccttiioonnss

“Adding a Facility,” p. 7.)

“Using the Manual Entry Option,” p. 8

Adding a Facility

1. Click either the TTrraacceerr TTUU desktop icon or the TTrraacceerr TTUU program item in the Tracer TU
group on the Start menu.

The Balancing Tool splash screen appears briefly followed by the Startup Task Panel dialog
box.

2. Select the NNeettwwoorrkk CCoonnnneeccttiioonn radio button.

The Facility drop-down selection box appears.

3. Select AAdddd NNeeww FFaacciilliittyy CCoonnnneeccttiioonn.

A set of entry boxes appear in which you can specify the name of the Facility, its address
(URL or IP), and a brief description.

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7

DDeevviiccee CCoonnnneeccttiioonnss

Figure 2. Add new facility connection box on the startup task panel

4. Enter the name of the System Controller you want to access.

5. Enter a DNS address or an IP address.

6. Specify a port if your site uses a specific port other than the default 80.

7. Click SSaavvee.

NNoottee:: You can specify a secure connection (HTTPS) by selecting the IP check box and

specifying port 443. However, be aware that using a secure connection slows Tracer TU
performance.

Each facility you create is saved and can then be selected from the Facility drop-down list.

Figure 3. Selecting a System Controller from the Facility drop-down list

Using the Manual Entry Option

You can specify a facility on a one-time basis without creating a facility entry on the Startup Task
Panel.

1. Select MMaannuuaall EEnnttrryy on the Facility drop-down list.

2. Enter an IP or DNS address in the entry box as shown in the following figure.

8

BAS-SVU24G-EN

DDeevviiccee CCoonnnneeccttiioonnss

Figure 4. Using the Manual Entry option on the Startup Task Panel

3. Continue with the steps described in “Connecting to a System Controller and Its Devices,” p.

.

9

Connecting to a System Controller and Its Devices

1. Select the facility you have just created or any existing facility on the drop-down list.

2. Click CCoonnnneecctt.

A security dialog box appears that prompts you for a user name and password. When the
Balancing Tool is connected, you can now see the Device Navigation Tree pane on the left
side of the Balancing Tool window. All the devices on the System Controller’s links are listed
in the Device Navigation Tree. (See "The Device Navigation Tree Pane" section in the Tracer™
TU Balancing Tool Help for additional information about complex networks that use a master
System Controller (Tracer SC/SC+ (app) controller) with System Controllers that act as routers
(Tracer SC/SC+ (base) controllers).

In addition, you have the option of using the BACnet Discovery feature to discover UC210s
and UC400s on the wider BACnet/IP network and include them in group override operations
using the Facility View. See the “Accessing Devices Using BACnet Discovery” TOC book in
the Tracer TU Balancing Tool Help for details.

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9

DDeevviiccee CCoonnnneeccttiioonnss

Figure 5. Device Navigation Tree pane showing the System Controller and its network devices

3. Right-click the device you want to work with on the tree and select CCoonnnneecctt ttoo DDeevviiccee.

The Unit Summary screen for that device appears as shown in Figure 6, p. 11. (It may take the
Balancing Tool a minute or two to download and populate the screen with the point values).

You can navigate to any of the other Balancing Tool screens (Flow Calibration, Unit
Configuration, Alarm, and Controller Status) by clicking the tabs along the top of the screen
or selecting them from the Utilities menu. (See the Tracer TU Balancing Tool Help for detailed
descriptions of these screens.

10

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Figure 6. The Unit Summary Screen

DDeevviiccee CCoonnnneeccttiioonnss

For complete information on connection methods including wireless connections, see the
"Connecting to and Disconnecting from a Controller" section in the Tracer TU Balancing Tool
Help.

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11

Balancing Tool Dialog Boxes

Ent er Me asu red Air
Flow Maxi mum an d
Min im um v alues h er e.

Resul t in g Air Flow Ga in
an d Air Flow Me asu re­m en t Of fset v al ue s a re
dis pl ay ed her e a fter
yo u ente r t he Me asu re d
Air Low Maxim um val ue
an d t he n ag ain aft er you
ent er the Measur ed Ai r
Flow Mini m um valu e.

Use the dialog boxes described in this section to perform the main balancing tasks on individual
VAV boxes, blower coils, fan coils, unit ventilators, and water source heat pumps. To perform
balancing tasks on multiple devices, see

NNoottee:: For coverage of the main Balancing Tool screens, see the Tracer TU Balancing Tool Getting

Started Guide (TTU-SVN07). For procedural information and screen help, see the Tracer
TU Balancing Tool Help, which is integrated in and accessible within the software
application.

The Calibrate Air Valve Dialog Box

The Calibrate Air Valve dialog box appears when you click the Calibrate Air Valve SSttaarrtt button on
the Flow Calibration screen. You can use this dialog box to perform a two-point air valve
calibration.

NNoottee:: Tracer TU presents the Hot Deck Air Valve Balancing Steps dialog box when a dual duct

VAV box is being calibrated. (See

and “Hot Deck Air Valve Balancing Steps” (dialog box help) in the Tracer TU Balancing

13

Tool Help.)

Figure 7. The Calibrate Air Valve Dialog Box

“Facility View,” p. 16.

“The Hot Deck Air Valve Balancing Steps Dialog Box,” p.

Current Operating Status Box

Initially displays the following values as of the time the dialog box is opened:

• Current Discharge Air Flow

• Air Valve / Damper Position

• Pressure 1

• Air Flow Override Status

12

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It then provides continuously updated values for these points reflecting the status of the Drive to
Maximum and Drive to Minimum operations.

NNoottee:: The changing values displayed on this screen are refreshed at the rate you specify in the

User Preferences dialog box accessed from the Preferences menu.

Drive to Maximum/Minimum Air Flow

Operate the Drive to Maximum and Drive to Minimum air flow functions as follows:

1. Select the DDrriivvee ttoo MMaaxxiimmuumm AAiirr FFllooww radio button and click the SSttaarrtt DDrriivvee ttoo MMaaxx button
to change the damper position so you can take flow measurements at the diffusers.

NNoottee:: If there are multiple diffusers, add all the measurements to obtain the maximum air

flow.

2. Enter the MMeeaassuurreedd AAiirr FFllooww MMaaxxiimmuumm value in the entry box and then press EEnntteerr or tab
out of the entry box.

The results (Air Flow Gain and Air Flow Measurement Offset) are displayed for you in the
Results box. This result is stored while you perform the Drive to Minimum Air Flow
measurements.

3. Select the DDrriivvee ttoo MMiinniimmuumm AAiirr FFllooww radio button and click the SSttaarrtt DDrriivvee ttoo MMiinn button.

NNoottee:: Again, if there are multiple diffusers, add all the measurements to obtain the minimum

air flow.

4. Enter the MMeeaassuurreedd AAiirr FFllooww MMiinniimmuumm value in the entry box and press EEnntteerr, tab out of
the entry box, or click CCaallccuullaattee RReessuulltt.

The final two-point result is displayed.

BBaallaanncciinngg TTooooll DDiiaalloogg BBooxxeess

The Hot Deck Air Valve Balancing Steps Dialog Box

The Hot Deck Air Valve Balancing Steps dialog box is very similar to the Calibrate Air Valve
dialog box. You can perform the same two-point air flow calibration for the hot deck air valve of
an individual dual duct VAV box. The cold deck valve is automatically closed when you are
calibrating the hot deck air valve and vice versa. See the context-sensitive help and “Calibrating
the Air Valve” in the Tracer TU Balancing Tool Help for detailed information.

The Override Dialog Boxes

Use the following four types of dialog boxes to override the air valve (damper), fan, water valve,
and outside air damper configured for individual pieces of equipment. When the specified
duration ends, the override is released and the damper, valve, or fan is returned to its normal
setting.

The Air Flow Override Dialog Box

The Air Flow Override dialog box shown in
Override SSttaarrtt button on the Flow Calibration screen. You can use this dialog box to drive the
VAV air valve (damper) to the full open, full closed, maximum air flow, or minimum air flow
position for a limited time while you balance the air flow at the diffusers. Click AAppppllyy to start the
override of the air valve while keeping the dialog box open. Click SSaavvee to start the override and
close the dialog box.

Figure 8, p. 14 appears when you click the Air Flow

BAS-SVU24G-EN

13

BBaallaanncciinngg TTooooll DDiiaalloogg BBooxxeess

Figure 8. The Air Valve Override dialog box

NNoottee:: You can override the air valve on multiple VAV boxes using the Facility View. (See “Facility

View,” p. 16

.)

The Fan Override Dialog Boxes

The Fan Override dialog boxes appear when you click the Fan Override, Fan Override ECM, or
Fan Override PSC SSttaarrtt button on the Actions box of the Flow Calibration screen. You can use
these dialog boxes to override the fan On or Off for a limited time while you balance the air flow
at the diffusers. In addition, you can adjust the ECM fan speed as a percentage, if an ECM fan is
installed and configured, or select a fan stage (Auto, Low, Medium, or High) for a PSC fan. Click
AAppppllyy to override the fan on while keeping the dialog box open. Click SSaavvee to start the override
and close the dialog box.

Figure 9. The Fan Override dialog boxes

NNoottee:: You can override the fan on multiple instances of similar devices using the Facility View.

“Facility View,” p. 16.)

(See

14

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The Water Valve Override Dialog Boxes

Ventilation Damper Override

Ventilation Damper

The Water Valve Override dialog boxes appear when you click the Hot Water Valve Override,
Chilled Water Valve Override, Isolation Valve Override, or the Economizer Valve Override SSttaarrtt
button in the Actions box on the Flow Calibration screen. You can use these dialog boxes to
override these water valves Open or Closed for a limited duration. Click AAppppllyy to override the
water valve to Open while keeping the dialog box open. Click SSaavvee to start the override and close
the dialog box.

Figure 10. The Hot Water Valve and Economizer Valve Override dialog boxes

BBaallaanncciinngg TTooooll DDiiaalloogg BBooxxeess

The standard default time duration is 4 hours on all of these override dialog boxes. If you wish to
release the override manually, you can select RReelleeaassee and click AAppppllyy or SSaavvee.

NNoottee:: You can override the hot water valve, chilled water valve, economizer valve, or isolation

valve on multiple devices using the Facility View. (See

The Ventilation Override Dialog Box

The Ventilation Damper Override dialog box appears when a blower coil, fan coil, or unit
ventilator is configured with an outside air damper. You can temporarily override the outside air
damper 'Open' to an adjustable percentage.

Figure 11. The Ventilation Damper Overrides dialog box

“Facility View,” p. 16.)

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15

Facility View

You are working at a job that includes 50 VAV boxes on a single BACnet MS/TP link. All VAVs
have been installed correctly and are fully commissioned. The System Controller has not yet
been installed on the single water loop serving all 50 VAV boxes. You need to override all the
water valves to the open position until the central water pump balancing task is complete. Access
the Facility View by clicking the icon (shown at the upper left) to apply the override to all the
VAVs you have selected on the Device Navigation Tree simultaneously in one operation.
Applying overrides to groups saves time over a one-device-at-a-time approach.

You can also use the Facility View to override air dampers, fans, and water valves on multiple
instances of a single equipment type including BCs, FCs, UVs, and WSHPs.

The Facility View operates using all types of communication: wired or wireless via Single Link
Access, System Controller pass-through, and BACnet/IP. While the presence of a System
Controller improves performance, the Facility View grouping feature can also function
independently of a System Controller.

The Override Dialog Box

Use the Override dialog box accessed with the Override button on the Facility View to drive air
valves and water valves over the entire communication link to specific positions. Once you
activate an override for a group of similar devices, you can then check the status of all selected
devices to be sure they are acting in the expected manner. You are then free to turn to other tasks
while the override is in effect for the specified duration (seven days maximum).

Figure 12. Override dialog box launched from the Facility View

NNoottee:: Trane standard programs are required to perform group operations.

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Facility View Operations

More specifically, you can use the Facility View to perform the following tasks:

• Select the devices to be included in the override operation on the Device Navigation Tree and
transfer them to the Facility View. (See “Specifying a Device Group on the Navigation Tree”
and “Overriding Multiple Air Valves, Water Valves” and Fans” in the Tracer TU Balancing
Tool Help .)

FFaacciilliittyy VViieeww

Figure 13. Group selection and transfer to the Facility View

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• Use the check boxes on Facility View to deselect or reselect items from the transferred device
list.

• Override hot and chilled water valves, economizer valves, or isolation valves to Full Open or
Full Closed.

NNoottee:: These water valve overrides apply only to equipment with reheat coils, such as VAVs,

fan coils, and blower coils. It excludes air handling units.

• Override air valves to any of the following positions: Full Open, Full Closed, Maximum Flow,
Minimum Flow, or a user-defined position.

Example: Enter a percentage open value that the air valve will drive to, such as 50% open.

NNoottee:: This air valve override applies only to VAV equipment types.

• Override the ventilation damper on BC, FC, and UV units configured with modulating outside
air dampers. The damper can be opened to an adjustable percent.

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FFaacciilliittyy VViieeww

• Override some points included in the Facility View equipment point groups.

NNoottee:: When viewing and working with dual duct VAV units, in the Facility View, be aware

that Air Flow Setpoint Active cannot be overridden due to a priority conflict.

• Calibrate the air valves of all selected VAV boxes using the VAV Balancing view.

In addition, Facility View performs the following operations:

• Releases overrides to automatic control for all override cases.

• Displays information pertaining to all members of a group on a status page.

• Saves the Facility View layout so each time Facility View is opened the existing views are
displayed.

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NNootteess

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Trane - by Trane Technologies (NYSE: TT), a global climate innovator - creates comfortable, energy
efficient indoor environments for commercial and residential applications. For more information,
please visit trane.com or tranetechnologies.com.

Trane has a policy of continuous product and product data improvement and reserves the right to change design and specifications without
notice. We are committed to using environmentally conscious print practices.

BAS-SVU24G-EN 27 Mar 2020

Supersedes BAS-SVU24F-EN (Jan 2018)

©2020 Trane