[This page was intentionally left blank]

14 Content
14 CONTENT

15 INTRODUCTION

16 OBJECTIVES

17 STARTING A PROJECT

18 FUNCTION BLOCK AND SCRIPT

19 CALENDARS AND SCHEDULES

20 USERS AND USER GROUPS

21 MODBUS IN SBO

22 TRENDS

23 ALARMS

24 BACKUP AND RESTORE

25 WEB SERVICES

26 APPENDIX: INSTALL THE SOFTWARE

27 APPENDIX: REGISTER SERVERS ONLINE

28 APPENDIX: PM9C DATA

29 APPENDIX: PM710 REGISTER LIST

[This page was intentionally left blank]
15 Introduction
This workbook describes a defined set of exercises for a specific training
scenario. For information on specific products, please refer to the manual of the
product in question. For extra information on how to install software, please
refer to the instructions delivered with the software.

Structure
This workbook includes a number of exercises. These exercises will provide a
brief overview of the tasks with specific instructions for completing them.

Notifications
Throughout the manual the following notifications may occur.

Warning
Alerts you that failure to take or avoid a specific action might result
in physical harm to you or to the hardware.

Caution
Alerts you to possible data loss, breaches of security, or other more
serious problems.

Important
Alerts you to supplementary information that is essential to the
completion of a task.

Note
Alerts you to supplementary information.

Tip
Alerts you to supplementary information that is not essential to the
completion of the task at hand
Terminology
Throughout the manual the following styling for special terminology may occur.

Action or command

It is common that there are specific commands or actions that should be used in a program.
To easily see the commands in the manual a special style is applied.

Example

Click the File menu and then click Open.

Product name

There are many product names referred to in the manual. To easily see product names a
special style is applied.

Examples

o StruxureWare Building Operation

o SBO WorkStation for Projects

o Microsoft Windows Explorer

Data to enter or select

In software programs it is common to have to enter data into fields or select from a drop-
down menu. To easily see which data to enter there is in this manual a special style is
applied.

Example

Fill out the fields of the form:

o Name: John Clark

o Street: 54 Main Street

o Country: USA

File name or Software path

A software path describes the path to or the location of a specific folder or file. To easily see
software paths a special style is applied.

Example

Open the Microsoft Windows Explorer and navigate to C:\ProgramData\Schneider

Electric StruxureWare\Building Operation\Projects.
16 Objectives
" After completion of the Workbook, the participant should"

 Be able to log in to SBO Workstation and understand the difference of

logging in to an AS/ES.
 Be able to create values, I/O's and build a structured tree view in
Workstation.
 Be familiar with the licensing model.
 Understand the fundamentals in copy/paste, import/export, rename and
delete of database variables in SBO
 Be aware of StruxureWare Building Operation programming methods. Know
how to open an editor and save a readymade script and function block
program to the AS.
 Have an understanding of the concept of bindings in StruxureWare Building
Operation, know how to make a binding between two objects from the
workstation.
 Know how to create and edit Schedules and Calendars.
 Have fundamental and principle awareness about Modbus and
SmartWidgets.
 Be able to create and edit Users, Panels and Workspaces.
 Be able to create and use Trends.
 Be able to create, configure and use alarms.
 Be able to recognize most functions in the graphic editor, understand the
concept of TGML and how to create bindings between objects and
graphics.
 Know how to make a backup and how to restore a backup.
 Be aware of the workflow in the design process and its role in order to make
a successful SmartStruxure project.
 Be aware of EcoStruxure web services, and how to implement them in SBO
[This page was intentionally left blank]
17 Starting a Project
Tasks
In this chapter we follow the instructions in the steps and install SBO Software,
and activate the SBO licenses. Connect to an Automation Server using the
USB Device Port.

Set the IP Address of the Automation Server and the PC

We upgrade firmware of the Automation Server to a new empty "out of the box"
AS. After that we copy the Default Enterprise Server Database path to preserve
a empty Db to start from.

We also logon to WorkStation and learn the difference by logging in to first the
ES and then the AS, during the first log on we need to change the
administrator’s password.

We continue configuring the software by rename of the Server, and create and
configure a domain

We create an Automation Server and assign I/O modules to it. We create

folders and I/O points

Finally we synchronize Time Settings on Multiple Automation Servers

 17.1 Install SBO Software

Tasks
 Install the StruxureWare Building Operation software

Steps
1. Details about how to install the StruxureWare Building Operation software
are described in details in appendix 26.

Follow the instructions in the appendix if you are unsure how to install the
software.

Note
All necessary files and licenses are available in the participant’s
folder or the flash memory stick for the course.
 17.2 Activate SBO License
Tasks
 Activate the SBO demo license for the software

Steps
1. Select the small down arrow to the right of the green + sign

2. Select the Add license from file option

3. Select your valid *.asr file

4. Restart the server
 17.3 Set the AS's IP address using USB
Tasks
 Set the IP Address of the Automation Servers

Note
Please ask the trainer for IP addresses for your Automation
Servers.

Steps
1. Start Building Operation Device Administrator.
2. Connect a USB cable to the USB port on the AS and to a USB port on the
PC.
3. In the Connection column for the Automation Server, ensure that the USB is
displayed.

Note
If the Found New Hardware Wizard dialog box is displayed, follow
the instructions to install the Automation Server driver.

4. Now you can upgrade or install new firmware and assign the IP address of
the device according to the list of IP addresses provided by the trainer
5. Select the controller and go to the View menu - Network settings
-You can also right-click on the controller and click "Network settings"
6. If DHCP is checked, uncheck it to access address and other fields
7. Fill in the required information, IP-address etc according to the list of IP
addresses provided by the trainer
8. Hostname CPlant , Domain can be left empty
9. Click OK then OK again
17.4 Create an empty database in the AS

Important
The first time you log in to an Automation Server (on the local
domain), the password must be changed!

1. If prompted, change the password (default "admin"). Set the same

password as for the Enterprise server: course1!

Note
After the AS got its IP address, it’s also possible to upgrade or
create a new empty database over the Ethernet.

2. From device administrator, click the green + sign.

3. Enter the IP address and the password of the device.

4. Select the type of action you like to perform – New database

5. Set the time on the device by checking the box.

6. Press OK to start the upgrade, it takes about 10 minutes.

7. When upgrade is finished, you can save your IP list in .xml format.
A valuable feature when you have many AS.
 17.5 Set up your PC's IP Address (optional)
Tasks
 Should your training environment not support automatically assigned IP
addresses, manually set up the IP address of your PC.

Steps
1. Search windows for Network and Sharing Center
2. Double-click on Local Area Connection

3. Double-click on Internet Protocol Version 4 ( TCP/IPv4

)
1. Choose Use the following IP address

2. Fill in your IP address, Subnet mask and gateway as per the hand out
provided by the trainer
3. Click OK then OK again.
 17.6 Copy the Enterprise Server Database
Tasks
 Backup the empty DB (for later use in other projects)

Steps
1. Start Building Operation Software Administrator
2. Stop the Enterprise server (ES). It’s started automatically after installation
3. Copy the path of the DB and paste it to the Microsoft Windows Explorer
4. Make a copy of the DB by copying the whole folder named db with all its
content (name it for example: Default db)
5. When copying is finished, close the file browser and start the Enterprise
server (ES) again

Note
You can change the database path, when installing the Enterprise
Server software. By default, the Enterprise Server uses path:
C:/ProgramData/Schneider Electric
StruxureWare/Building Operation 1.8/Enterprise
Server/db.
 17.7 Log on to WorkStation
Tasks
 Log on to the system for the first time
 Register your servers

Steps
1. Start Building Operation Software Administrator, make sure the Status of
the ES is Running , if it is Stopped then click on Start Service and then
click OK

2. Start Building Operation WorkStation

3. In User name type admin and Password enter the password admin
4. Change the password for the admin user to: course1! When promted.

5. Leave the other settings as they are: you will log into the localhost (ES) db
6. When you log in to an unregistered server, you will be prompted to Register
your system.

7. Select Register Later

Note
To Register your system, you need to have a valid internet
connection, by clicking on Register Now it will direct you to
SmartStruxure Solution Registration Portal.
See Appendix 27 for details how to register your software when in
training.

8. Choose Trust certificate.

Note
Building Operation supports certificates. Certificates are electronic
credentials that are used to certify the identities of computers, and
other entities on a network.
9. First time logging in, you will be asked to choose Administration or
Engineering workspace. Choose Engineering. If you wish, you can change
it later

Important
If you are asked to select your default workstation every time you
log in, then you need to change your User Account Control Setting
and restart your computer. (search UAC in Windows)
 17.8 Renaming a Server
Tasks
 Rename an Enterprise Server or a standalone Automation Server by using
this procedure complete the following task

Important
You can only rename a server if it is the only server in the system.

Steps
1. In Workstations System Tree pane, select the server that you want to
rename: Server 1
2. On the Edit menu, click Rename (or press F2 or right-click and select
Rename)
3. Write University X ES as the new name and click OK.
4. Confirm by clicking Yes. You will then be automatically logged off.

Note
If there are already some references, and Update reference
message box is displayed and asks to confirm updating.
 17.9 Creating the Domain, AS and I/O
Tasks
 Create and Configure a Domain (in order to have access to all servers
within the same domain)
 Create an Automation Server
 Add the AS to a domain
 Create Multiple I/O Modules

Tip
The trainer has a list of suitable IP addresses prepared for the
course. Please ask the trainer for the IP address for your
Automation Server (AS).

Steps
Add the Domain

1. In WorkStation, on the Tools menu, click Control Panel

2. In the Server box, select a server for which you want to create a domain:
University X ES
3. Click Domain and then Add
4. Give the name: UniX then click Next, Next and Create

Important
You create a domain to group servers, users, and user groups in
one domain so that all users and user groups of the domain have
access to all servers within the domain. You can connect the
domain to a Windows Active Directory domain to make user
accounts from the Windows Active Directory accessible to Building
Operation, and to allow users to log on to WorkStation with their
Windows user account.
Add Automation Server

1. In WorkStation System Tree pane, select the Servers folder

2. Right-click and then click New and Server
3. Give the name: CPlant AS
4. Type Description: Automation Server controlling Central Plant and
serving as the network interface for the field bus devices and click Next
5. Address: host IP address of the AS (according to the list of IP addresses
provided by the trainer)
6. Protocol: Local Area Network (TCP)
7. Port: 4444 (standard TCP port) then click Create
8. When prompted, change the default password admin to course1!

Important
If the Automation Server has been assigned a dynamic IP address,
use the hostname of the server instead of the IP address.

9. In WorkStation, on the Tools menu, click Control Panel

10. Select Domain
11. In the selection box, select: UniX
12. Click Domain Members and then Add CPlant AS to the domain by moving
it from 'Available servers' window to 'Servers that are members of this
Domain' window. - Save
IO Modules

1. In WorkStation, in the System Tree pane, select the I/O bus where you
want to create the I/O modules. In this example, select ...University X
ES/Servers/CPlant AS/IO Bus

2. Right-click IO Bus and then click Edit in spreadsheet

3. Select the first cell and scroll correct module Type: DI-16

4. Select the cell in the column named Name and edit to: Position03:DI16
5. Select the cell in the column named Module ID and edit to:3
6. The column named Input Channel Number shows all the input (in this
device) ports, on an output device see Output Channel Number
7. Scroll down a couple of rows, until you reach the first empty row
underneath Input Channel Number
8. Create two more IO modules underneath the first module DI-16
9. Type: DO-FA-12, Name: Position04:DOFA12, Module ID: 4
10. Type: UI-8.AO-4, Name: Position05:UI8AO4, Module ID: 5
11. Save
 17.10 Creating Physical IO Points
Tasks
 Creating physical IO points

Steps
1. Right-click the IO Bus and click Edit in Spreadsheet
2. Fill in the information according to the following matrix below.

Module ID Type Name Input Output Other Columns

Channel Channel
Position03:DI16 Counter Input Main KWH 1
Position03:DI16 Digital Input Alarm Switch 2

Position03:DI16 Digital Input Occupancy 3

Position 04:DOFA12 Digital Output Light CMD 1

Position 04:DOFA12 Digital Output Out2 CMD 2

Position 04:DOFA12 Digital Output Sup Fan 3

Start Stop

Position 05:UI8AO4 Input Point OA Relative 5 Electrical scale bottom: 0

Resistive Input Humidity Electrical scale top: 20,000 Ω
Engineering scale bottom: 0
Engineering scale top: 100
Eng. scale unit %Rh

Position 05:UI8AO4 Input Point Temp Test 2 Thermistor type: 1.8KΩ

Temperature (Xenta)
Input

Position 05:UI8AO4 Input Point OA Temp 3 Thermistor type: 1.8KΩ

Temperature (Xenta)
Input

Position 05:UI8AO4 Output Point Valve Control 1 Electrical scale bottom: 0

Voltage Output Electrical scale top: 10 Volt
Engineering scale bottom: 0
Engineering scale top:100
Eng. scale unit %
 17.11 Creating the Folder Structure
Tasks
 Create Folder structure

Note
You create folders to organize your Building Operation database.
A folder that is populated with a Xenta device becomes a Xenta
group.
Here you create folders for University X ES and CPlant AS in the
WorkStation System Tree.

Steps
Manual creation of folders

1. In the System Tree pane, select the folder, server, or network, where you
want to create the folder
2. This time, Select University X ES – right-click - New - Folder
3. Name: Application – Create
4. Repeat the procedure to create the following folder structure in the ES:
Creating folders and objects using import

1. Create the following folder structure in the AS. This time with by using the
import function
2. Right-click CPlant AS – Import
3. Browse the file AS import for SBO 1.8.1 Workbook.xml (USB stick:
Workbook\XML for workbook participant) – Open - Import
4. The result should look like this

Note
This will create the rest of the folders and objects.
 17.12 Synchronizing Time in AS
Tasks
 Define the primary and secondary network time server settings for
connected shadow Automation Servers on the Enterprise Server.
 Synchronize Time Settings on Multiple Automation Servers
 Change the Time Zone of an Enterprise Server or Automation Server
 Synchronize Time Zone Settings on Multiple Automation Servers the
following task

Steps
Synchronize the time in CPlant AS by shadowing the University X ES time settings.
This copies the FTP address to the AS’s.

Specify the time zone

1. To synchronize time settings on multiple AS’s, on the Tools menu,

click Control Panel or
2. In the Server box, select the University X ES.
3. Under Date & Time, click Network time & time zones
4. In the Enterprise Server Date & time view, under Network time
synchronization on shadow Automation Servers, click Enable

5. In the Primary time server box, keep the default

6. At Enterprise Server - Time Zone, click Predefined Time Zone
7. Choose the right Time Zone based on your location.

8. Click Save
Define the lead/shadow time sync using search

1. In the Search box, type Date and Time to search for the date and time
object on all connected servers in your Building Operation system.
2. Click the Search button (magnifying glass)
.
In the Search view, select the servers with the time and date you want to synchronize with
the Enterprise Server time server settings. select CPlant AS

3. Click the Properties arrow to enable the properties view.

4. Click the Time tab

5. In the Lead object box, write (or browse): /University X ES/System/Time

Settings/Date and Time - Save
Check your result

1. View both Date and Time objects at the same time. Change the time
server by typing fi.pool.com in the NTP Server 1 box of the Enterprise
Server.
2. Check the Date and Time object of the Automation Server, the NTP server
fi.pool.org should have been replicated as a shadow.

Note
Move the panes by left clicking on a tab (holding it down) and this
symbol appears:

Drop the pane on any of the positions

to see more than one pane at the same time.

Important
If you get an Alarm Message 'Cannot verify lead object status',
check the server settings in the ES, make sure that your IP address
is valid here.
If you for e.g. installed ES with an active wireless network you
might have gotten that IP address instead of the wired network that
we currently use.
Also make sure your firewall is off, the firewall being on results in
unresolved addresses
To synchronize the time zone settings on multiple Automation Servers

Important
In this setup, we only have 1 Automation Server attached to the
Enterprise Server. Your search result will return with 1 result.
Should you have several Automation Servers, you would be able to
set the time synchronization on all of them using multi select.

1. In WorkStation, in the Search box, type Time Zone to search for the time
zone object on all connected servers in your Building Operation system.
2. Click the Search button .
3. In the Search view, select the Automation Servers with the time zone you
want to synchronize with the Enterprise Server time zone settings.

4. Click the Show/Hide Property Grid button .

5. Click the Zone Info tab.
6. In the Lead object box, enter /[Enterprise Server Name]/System/Time
Settings/Time Zone.
On the File menu, click Save.

Important
Make sure to update (refresh) when you check the time in AS.
[This page was intentionally left blank]
18 Function Block and Script
Tasks
In this chapter we will create two programs, with a similar function by using both
Function Block and Script programming.

We will learn about the differences and the similarities.

We will create bindings between the programs and the Central I/O of the
Automation Server.

When everything is correctly programmed and bound, we will test the programs
using the watch view window.
 18.1 Create a Function Block Program
Tasks
 In this exercise you will create a simple Function Block program that will
control a cooling condition.

Steps
1. In the AS root, create a folder named Playground_ your name
2. Select CPlant AS - New - Folder

3. In the Playground folder, create a new folder and name it: Occupancy
Control
4. Right-click Occupancy Control folder, create New - Program
5. Choose Function Block Program, keep the default name then click
Create.
 18.2 Edit a Function Block Program
Tasks
 Edit (programming) a Function Block to control a cooling condition.

Note
When the outdoor temperature (OAT) is above the setpoint
(OAT_Setpoint) and (Occupancy) senses that someone is using
the room, then the output (CoolingStart) should change to active.

Steps
1. In your Playground/Occupancy folder, right-click the Function Block
program - Edit
2. Building Operation Function Block Program Editor will start, maximize the
window
3. Right-click somewhere in the empty work area, click Simple Block…
4. Select BI (Binary Input) - OK

5. Double-click the yellow (BI) Function Block

6. Name it Occupancy.
7. Repeat the previous and create the following simple blocks:
a. Real Input (RI), Name: OAT

b. Real Value Parameter (PVR), OAT_ Setpoint

 c. Binary Output (BO), CoolingStart

d. Logical AND-gate (AND)

8. Right-click the work area and select Operator, browse for a: Greater or
Equal operator - OK

9. Mark the Function Block, move and place them according to the Example
picture on the next page.
10. Use the mouse to create connections between the blocks according to the
Example picture below.

Important
If you can’t create a connection, make sure that you have the
correct signal type.

11. Click F12 or Option – Simulate, to simulate your program.

Press Execute then change the input points and watch the Output
12. Save and exit the Function Block Editor.
 18.3 Create a Script Program
Tasks
 In this exercise you will create a simple Script program that will control a
cooling condition with the same functionality as in the Function Block
program

Steps
1. In your Playground / Occupancy Control folder, right-click and create
New – Program
2. Choose Script Program, keep the default name then click Create.
 18.4 Edit Script Program
Tasks
 Edit (programming) a Script to control a cooling condition
 The following functions are included:
 When the outdoor temperature (OAT) is above the setpoint
(OAT_Setpoint) and (Occupancy) senses that someone is using the
room, the output (CoolingStart) should change to active.

Steps
1. In your Playground/Occupancy folder, right-click the Script program - Edit
2. Building Operation Script Editor will start. Maximize the window, if needed
3. Now you will create the same functions using script, as you did with
Function blocks!
4. In the work area create the Numeric inputs and Outputs shown below
5. Add also the statement, according to the text below.

6. Check the program by clicking the Check icon

7. If your program was typed in correctly, you should see a message Check
successful in the lower left corner.
8. Make sure that the Binding Variables are set according to its correct type.

9. Debug your program by changing the input and watching the output.
10. Save and Exit the Script Editor.
 18.5 Create Bindings to Program
Tasks
 Create the bindings from the Central I/O to your Function Block Program.
 Create the bindings from the Central I/O to your Script Program.

Steps
1. In your Playground/Occupancy folder, right-click the Function Block
program – Edit Bindings
2. Bindings view will appear in workstation working pane
3. In the right column, browse for your CPlant AS I/O Bus
4. Search the correct object OaTemp / Value OAT

5. Bind the Occupancy to I/O Bus /Position03:DI16/Occupancy/Value

6. Bind CoolingStart to
I/O Bus /Position04:DOFA12/Out2/RequestedValue

7. Do these bindings also for the Script program.

Tip
Use the lock symbol to freeze the binding signal path
 18.6 Testing the programs
Tasks
 Test the programs using watch window and connected sensors and
switches

Steps
1. Display the watch window by selecting it in the lower left corner.

2. Drag-n-drop all the needed signal to the watch view

3. Change by heating (or Forcing) the OA Temp value and use Occupancy
(Switch 3 on the panel)
4. You can open the FB program on its own pane to see live values.
 18.7 String value with a Script program
Tasks
 Create a Script program in order to control a text string that changes
according to the value of an analog variable.
 This is an extra exercise that you can do if you are ahead in class or after
the course is finished.

Steps
1. Create a new Script program in your AS (use the Playground folder).
2. Name it: String Output
3. Right click the program - Edit. (The Script Editor will open).
4. Create the functions according to the picture.

5. Make sure to get the correct type on the variables we created.

Important
In the Properties window you can see how the script will work, e.g.
the task.
Make sure that you have the correct rendering for whatever your
script is meant to do.

If you have a very fast task, the values will be read and written to
with that speed, having too many values running very fast will
eventually affect the performance. You can decide if you want the
script to loop or stop after one cycle. In this example make sure
that the program is looping.
 6. In order to check the functionality, use one of the potentiometers. Configure
it like in the spreadsheet below.

Type Name Module Input Output Other

Top Electrical: 20,000 Ω

Bottom Electrical: 0 Ω

Input Point Top Engineering: 100

Position
Resistive Level 7 Bottom Engineering: 0
05:UI8AO4
Input Change Units to
Percent(%)
(use space if configuring
using spreadsheet)

7. In the tree view, right click the script String Output - Edit bindings.
8. Create a binding between the Potentiometer (Level) to the input (Level) in
the script
9. Save and test using the watch window.
19 Calendars and Schedules
Tasks
 In this chapter we will create calendars and schedules and test, how they
work.
 19.1 Add Calendars and Events
Tasks
 Add Calendars to ES and AS to specify exception dates, date ranges, or
calculated dates
 Add events to them and test, how they work

Steps
1. In the System Tree pane, select ...University X
ES/Application/Calendars folder to create the calendar
2. Right-click the folder – New – Schedule – Calendar

3. Name: Holiday Calendar_ Your Name, Description: All university

holidays – Create
4. Repeat the procedure to create a calendar in the CPlant AS:
 Location: ...University X ES/Servers/CPlant AS/Calendar
 Name: Holiday Calendar Shadow _Your Name
 Description: All university holidays.

Tip
Remember, that copy & paste is also available.
Add a date calendar event

1. Select ...University X ES/Application/Calendars/Holiday Calendar

(System tree view)
2. Click the Calendar Editor tab (default tab)
3. Click the Add Date button
4. Entry name: Autumn Exam Prep Day, Year: 2016, Month: October
5. Day of month: 7, Day of week: Any day - OK - Save
6. Add another exception date the same way
7. Entry name: Winter Exam Prep Day
8. Year: 2016, Month: December, Day of month: 10, Day of week: Any day
- OK - Save

Add a date range calendar event

1. Select ...University X ES/Application/Calendars/Holiday Calendar

(System tree view)
2. Click the Calendar Editor tab
3. Click the Add Date Range button
4. Type the name Autumn Break
5. Start year: 2016, Start month: November, Day of month: 16, Day of
week: Any day
6. Year for the end date: 2016, Month: November, Day of month: 20, Day
of week: Any day
7. Click OK – Save
8. Repeat the procedure to add a date range for the winter break to the
Holiday Calendar
9. Use the following settings:
 Entry name: Winter Break
 Start Date: Start year: 2016, Month: December, Day: 15, Day of
week: Any day
 End Date: Year: 2017, Month: January, Day of month: 7, Day of
week: Any day
10. OK - Save
Add a calculated date calendar event

1. Select ...University X ES/Application/Calendars/Holiday Calendar

(System tree view)
2. Click the Calendar Editor tab
3. Click Add Calculated button
4. Name: November University Holiday, Month: November, Week of
month: Second week, Day of week: Monday
5. OK - Save
6. Add a calculated date exception for the traditional university holiday in
April to the Holiday Calendar.
7. Use the following settings:
 Entry name: April University Holiday
 Month: April, Week of month: Third week, Day of week: Monday
8. OK - Save

Configuring a calendar as a shadow

1. Select ... University X ES/Servers/CPlant AS/Calendars/Holiday

Calendar Shadow (System tree view)
2. Right-click – Properties
3. In the Lead object box, enter the calendar that you want to synchronize:
University X ES/Application/Calendars/Holiday Calendar – Select – OK

Important
Make sure to check firewall settings though they might cause
problems when synchronizing with the lead object, disabling the
firewall temporarily can solve problems during training.
Testing

1. Select University X ES/Application/Calendars/Holiday Calendar

2. Right-click on University X ES/Servers/CPlant AS/Calendars/Holiday
Calendar Shadow
3. Select Open in new window
4. Drag the new window to the lower arrow on the icon that appears

5. Compare the filled dates on both windows

 19.2 Create a Digital Schedule
Tasks
 Create a digital schedule to control the state of a digital value
 Create a binding from the schedule to the point to be controlled

Steps
1. In the system tree, Select ...University X ES/Servers/CPlant AS/Cooling
Application/Schedules
2. Right-click - New - Schedule - Select Digital Schedule
3. Name: Cooling Plant Enable Schedule _ your Name
4. Description: Enable Cooling Plant – Create

Add a weekly event

1. Select ...University X ES/Servers/CPlant AS/Cooling

Application/Schedules/Cooling Plant Enable Schedule
2. Click the Basic tab

3. Click the View weekly schedule events button

4. In the grid, click the start time. Drag the cursor vertically to select the end
time and then horizontally to select all days for which the event should be
valid: 06:00 to 17:00, Monday through Friday – Save
Add a calendar exception event

1. Select ...University X ES/Servers/CPlant AS/Cooling

Application/Schedules/Cooling Plant Enable Schedule
2. Click the Basic tab

3. Click the New Schedule Event button

4. In the Event type frame, check the Exception box
5. In the Exception type frame, check the Calendar box
6. Select All Day for the exception event to be valid all day
7. In the Value column, select a value for the exception event: Off
8. Name: Holiday Calendar Exception
9. Priority: 16, select (this makes it override conflicting events with lower
priorities
10. In the Calendar box, browse ...University X ES/Servers/CPlant
AS/Calendars/Holiday Calendar Shadow - Select - OK – Save
Add a date exception event

1. Select ...University X ES/Servers/CPlant

AS/CoolingApplication/Schedules/ Cooling Plant Enable Schedule
2. Click the Basic tab
3. Click the New Schedule Event button
4. In the Event type frame, check Exception
5. In the Exception type frame: check Single date
6. Start: 06:00, End Time:11:00, Value: On
7. Name: Winter Teacher In-service
8. Priority: 15, Year: 2016, Month: December, Day of month: 10, Day of
week: Any day
9. OK - Save

10. Repeat the procedure to add a single date exception for the Spring Teacher
In-service Day to the Cooling Plant Enable Schedule
 Note
This date conflicts with the Spring Exam Prep Day in the Holiday
Exception event.
So, the single date exception needs a higher priority to override the
conflicting Holiday Exception

11. Settings:
 Time: 6:00 to 12:00, On
 Name: Spring Teacher In-service
 Priority: 15, Year: 2016, Month: March, Day of month: 9, Day of
week: Any day

To configure a schedule as a shadow...

1. Create new Digital Schedule, use below setting

e. Location : ...University X ES/Servers/CPlant AS/Cooling
Application/Schedules
f. Name : Cooling Plant Enable Schedule Shadow - you name
g. Description :- Enable Cooling Plant
2. Select ...University X ES/Servers/CPlant AS/Cooling
Application/Schedules/Cooling Plant Enable Schedule Shadow - you
name
3. Select – Properties Tab
4. In the Lead object box, enter the schedule that you want to synchronize the
shadow schedule with: ...University XES1/Servers/CPlant AS/Cooling
Application/Schedules/ Cooling Plant Enable Schedule
5. Select – Save
Testing

Important
The firewall might interfere with the synchronizing between the lead
and the shadow schedule, turn off the firewall temporarily if the
synchronizing does not occur.

1. Select University X ES/Servers/CPlant AS/Cooling

Application/Schedules/Cooling Plant Enable Schedule
2. Right-click on University X ES/Servers/CPlant AS/Cooling
Application/Schedules/ Cooling Plant Enable Schedule Shadow
3. Select Open in new window
4. Drag the new window to the lower arrow in the icon that appears

5. Change for example Mondays time schedule:

 Click view weekly schedule events symbol
 Select the green time area – Change the time by drag the area –
Save
 Note the change in the shadow schedule
Binding Digital Schedule to Digital Output

1. Select ...University X ES/Servers/CPlant AS/Cooling Application/

Schedules/Cooling Plant Enable Schedule
2. Right-click - Edit bindings
3. In the Browser pane, on the right side, browse to and select digital Output
Point: ...University X ES/Servers/CPlant AS/IO
Bus/Position04:DOFA12/Light CMD/requested Value

4. Drag the Light CMD variable (RequestedValue) to the Binding column for
the digital Schedule (Variables / Value) – Save

Note
Use the lock symbol to keep the path view unchanged while
browsing the other objects to bind from the system tree view on the
left side.
5. Test the schedule binding with Light CMD point , by drag and drop the
following points to Watch Pane
 University X ES/Servers/CPlant AS/Cooling
Application/Schedules/Cooling Plant Enable Schedule
 University X ES/Servers/CPlant AS/IO
Bus/Position04:DOFA12/Light CMD

6. Change the time setting for the Cooling Plant Enable schedule and watch
Light CMD behavior
 19.3 Create a shortcut
Tasks
 Create a shortcut to an object or folder to provide a pointer that acts as if it
is that object or folder

Steps
1. Select the object you want to create the shortcut for: ...University X
ES/Servers/CPlant AS/Cooling Application/Schedules/Cooling Plant
Enable Schedule
2. Right-click and drag the object to the server or folder where you want the
Shortcut: ...University X ES/Central Plant Bldg/Cooling Plant
[This page was intentionally left blank]
20 Users and User Groups
Tasks
In this exercise we first create the panels. They will be used, when defining the
workspace layout

Then we define the number of logon’s a user can attempt

We create workspaces for the operator and manager user groups, then we
create user groups.

We also create individual users and add them to user groups.

Last we assign and manage system access and software permissions making
sure that only the ones with the correct authority have access.
 20.1 Create a Panel
Tasks
 Create needed folders and the panel to customize framing in a Workspace

Steps
1. In the System tree, browse to University X ES/Application/Panel
2. In the Panel folder, right-click – Import
3. Browse the file: Tutorial Panels AS Graphics banner.xml – Open –
Import - Close
4. In the System Tree pane, right-click on ...University X ES/
Application/Panels
5. Click New - Panel.

6. Name it Main Panel and write description: Panel for HVAC Operators
(this panel is used to display University X header in HVAC Operator
Workspace)

Tip
In the Location box it is possible to select the server where you
want to locate the panel

7. Click Next
8. Click Add to add an object to the panel

9. Click the type of component you want to add: Select Graphic Pane and
name it Banner
10. Description: University X Banner for all graphics – Next

11. Pane Configurations:

 Show toolbar: Yes
 Default dock position: Top
 Default visibility: Visible
 Initial path: ...University X ES/
Application/Panels/Graphics/Banner

12. Create
13. Now we are back to the Create Object: Panel again
 In the Work area Initial path box, browse to: ...University X
ES/Application /Panel /Graphics/Home Page
 Show toolbars: No
14. Create

15. Check your Main Panel, it should look like as below.

 20.2 Define maximum logon attempts
Tasks
 Define the number of logon’s a user can attempt, before the user account is
locked

Steps
To edit the maximum logon attempts

1. Click Control Panel

2. Select the server where the domain is located (University X ES)
3. Click Domain

4. Select the UniX Domain

5. Click Policies and enter 5 as a maximum logon attempts

6. Save.
 20.3 Create a Workspace
Tasks
 Create workspaces so that the WorkStation windows and panes are tailored
to meet the operational needs of a user or a user account group

Steps

1. Click Control Panel

2. Select University X ES server

3. Click Account management then select UniX Domain (the location for the
workspace)
4. In the Workspaces area, click Add – name: HVAC Operators Workspace,
Description: Workspace with main panel pane – Next

5. Select Visible in the Menu, Address bar, Tool bar and History bar

6. Select Hidden for the Search bar and Status bar.

Tip
If you want to set path to the folder, that you want to be the root
folder for the System Tree and the Address bar In the Root path
(Applies to address Bar and system Tree), type in the path

7. In Content click Add to add an object to the panel

8. Select Panel Pane to the Work area from the type list

9. Name: Main Panel Pane. Description: Shows the main panel – Next
10. Select Top for the default dock position in the WorkStation window
(Default visibility: Visible)
11. At Initial path Browse to the object you want to display: University X
ES/Application/Panels/Main Panel

12. Click Create

13. Again click Create,
14. Check how the created workspace look like, by selecting that one then click
on Edit Layout you will as below

15. Adjust the Main Panel by dragging the borders down so that it fills the Work
area according to the picture below.
Tip
Navigate and click on the picture below to see the different icons
(available on the right yellow area) belonging to the plant

16. Save
17. Repeat step 1-16 to Create a workspace for HVAC Managers Workspace
Table for HVAC Managers Workspace Creation (Component: Setting):

 Server: University X ES
 Domain: UniX
 Workspace: HVAC Managers Workspace
 Description: Workspace with main panel, events, alarms, and
System Tree
 Menus and toolbars: Make all Visible
 Content / Add: System Tree Pane
o Default dock position: Left
o Default visibility: Visible
 Content / Add: Panel Pane
o Default dock position: Top
o Default visibility: Visible
o Initial path: ...University X ES/Application/Panels/Main
Panel

 Create

18. Check how the created workspace look like , by selecting that one then
click on Edit Layout
19. Adjust the Main Panel by dragging the borders down so that it fills the Work
area according to the picture below
20. Save, exit and go back to your original workspace
 20.4 Create a User Account Group
Tasks
 Create user groups and add users to the groups

Steps

1. Click Control Panel

2. Select University X ES1 server
3. Click Account management
4. Select UniX domain (the location for the user account group to be created)

5. Click Add in the User Account Groups area

 Name: HVAC Operators Group
 Description: All HVAC Operators - Next
6. Skip the user selection part this time - Next
7. Select Workspaces: HVAC Operators Workspace - Add – Next
8. Clear the check box Allow members to change password to deny user
to change their passwords
9. Clear the check box Allow members to access AS Web Configuration
to deny logging on to Automation Servers Web configuration sites
10. Create
11. Repeat the above steps to create a new group
 Name: HVAC Managers Group
 Description : All HVAC Managers
 Workspaces: HVAC Managers Workspace
 Allows members to close WorkStation: Yes
 Log user actions of group members: Yes
 Allow members to change password: Yes
 Allow members to access AS Web: No
 20.5 Create User Accounts
Tasks
 Create individual users incl. user details for each person requiring access to
StruxureWare Building Operation system

Steps

1. Click Control Panel

2. Select University X ES server
3. Click Account management
4. Select UniX domain (the location for the account to be created)
5. Click Add in the User Accounts area. Name: Susan. Descr.: HVAC
Operator – Next
6. Fill in the information:
 Name: Susan
 Middle name: S
 Last name: Smith
 Home E-mail address: 123456789@mycellphone.com
 Work E-mail address: susan.smith@universityx.edu
 Password: susan1!
 Confirm Password: susan1!
7. Next
8. Make Susan member of HVAC Operators Group by highlighting it
and click Create
9. Create another user John:
 User Account: John
Server: University X ES
Domain: UniX
Name: John
Description: HVAC Manager
First name: John
Middle name: J
Last name: Jefferson
Work E-mail address: john.jefferson@universityx.edu
Expires on: Never
Password: john1!
User Group: HVAC Managers Group
 20.6 Assign Software Permissions
Tasks
 Assign and manage system access and software permissions to user
account groups

Steps

1. Click Control Panel

2. Select University X ES server
3. Click Account management
4. Select UniX domain (the location for the user account group to be created)
5. In the User Account Group area, select HVAC Operators Group
6. Click Software permissions
 7. In the Path Permissions box, select University X ES – Add
8. Select a permission level for the path: Read
9. In the Command Permissions box, select a category: Alarms
10. Select a command: Accept
11. Select a permission level: Allow

12. Save
13. Repeat the above steps to configure Software Permissions for:
HVAC Managers Group.
 Set The following path permissions for HVAC Managers Group:
Path: ...University X ES
Path Permission: Full Access
 20.7 Testing
Tasks
 Login as a different users and note the view, permissions

Steps
1. Login as Susan and John to observe how they differ.

Tip
Remember to use UniX as domain when login

Caution
If you have problem logging in to the 'Local' domain with the admin
account, make sure that you didn't change the 'Default Log On
Domain'. Type Local in the Domain: box and log in as admin again.
[This page was intentionally left blank]
21 Modbus in SBO
Tasks
In this chapter we create a Modbus Master Network object under the AS
We use 2 different type of power meters, check with the trainer what type you
have if you are uncertain.
(A) Create PM9C meter under this Modbus Master Network
(B) Create PM710 meter under this Modbus Master Network

We select the port and Configure its properties and take the PM online

First we manually add the needed signals to the meter then we try adding the
PM by using readymade “SmartWidget” to configure the power meter and get it
online.

We test the result with provided graphics.

Then we create a Modbus Gateway with PM710 (A) or PM 210 (B) power
meter and a couple of Modbus objects

After that we create Modbus TCP Server/Client communication and test the
Server/Client function with the provided graphics

You can use test both directions with the trainer’s graphics

Important
Select the matching exercise (A) or (B) depending on what type of
meter being used.
 21.1 (A) Configure PM9C
Tasks
 Check the wirings between the AS and the PM9C power meter.
 Set up the communication and change / check parameters.

Steps
2. Power up the PM9C meter.
3. Press simultaneously “OK” and arrow down buttons.
4. You should get “Code 0000” on the screen.
5. By pressing arrow and ok buttons, write 0010 and continue to the next
stage in the menu.
6. All the other parameters, except following, can remain in default values.
a. In SYS view, select 2.1Ct (for this exercise one phase wiring)
b. Check, that the address is correct according to the trainer. Change,
if needed
c. Set baud to 9600
d. Parity (Par) none
e. Press OK, until the screen shows all the digits and returns to
normal.

PM9C / Modbus: Use screw terminals D0(+) and D1(+) .

AS, AS-L or AS-B: COM A (13, 14) or COM B (16, 17).

Polarity is marked with + and -

 21.2 (A) Connect the PM9C to AS

Task
 In this exercise we connect a PM9C meter under the AS, configures it and
takes it online

Steps
1. Right click on the CPlant AS and select New – Interface
2. Select Modbus Interface - Modbus Master Network
3. Leave the default name and select Create

1. Select the Modbus Master Network and from the Properties tab, browse
the correct Port Reference according to the actual port used:
CPlant AS /System/Ports /Serial/RS485-COMA - Select – Save OR
CPlant AS /System/Ports /Serial/RS485-COMB - Select – Save

Note
Parity in the COMA-port should be, in this case, also None in

Modbus Master Network - Configuration Settings

2. Right click on the Modbus Master Network and select New - Modbus
Device

3. Name it PM9 01 and select Create

4. Select PM9 01 meter and open Properties tab.
5. Write correct Device address according to trainer - Save.
6. Network status should change to online at once in the Status Information
box
 21.3 (A) Adding Signals to a Modbus device

Task
 Add signals PM9C power meter connected to the AS (CPlant AS).

Steps
1. Have a register list available. See Appendix 29.
2. Right click University X/Servers/ CPlant AS /Modbus Master
Network/PM9 01

3. Right click New - Modbus Points - Modbus Analog Input Point

4. Name Ptot – Create (total active power)
5. Put some load to your meter (display for example)
6. Fill in the necessary information for the total active power according to the
documentation of the device. See Appendix 28.
7. After finding the correct combination of register number, register type
(and clicking save), the Status information value will show the correct value.
Compare the numbers with in the PM’s display.
8. Add also Current reg.1001 and Frequency reg.1021.

Note
Modbus address = Modbus register number – 1.
Testing the spreadsheet feature

1. Right click the PM9 01 meter object

2. Select Edit in spreadsheet
3. Open file PM9 and PM210 signals.xls (USB stick: Files/Modbus/PM9C
and PM210MG Registers)

4. Select whole rows from 2 to 21

5. Paste them into SBO’s spreadsheet view from Excel first column,
second row - Save
6. Now you have a set of Modbus objects with correct register numbers, gains
etc.

7. Press Refresh symbol and the values will be updated also in the
spreadsheet

Tip
This is another way to reuse material beside smart widgets

Here we can use for example TAC Vista product lines xBuilder
Templates and shorten the engineering time
 21.4 (A) Creating PM9C using Smart Widget

Task:
 Create PM9C meter object under the AS using smart widget

Steps:
1. Change the Address of the previous PM9 01 meter object
 Properties tab / Device address: write some other number to this
(drops offline) - Save
2. Right click on the Modbus Master Network and select Import
3. Browse xml-file from: \Files\Export Files\Smart Widgets - XML\
PM9.xml - Open

4. Click Import - Close, when finished

21.4.1.1 Select the graphic Configuration from University X /Servers/CPlant

AS/Modbus Master Network/PM9 02/Graphics/

5. Fill in the address of the PM9C device

6. The Online status should turn green in a couple of seconds
7. Press the Import button in graphic
 This will import the configuration data to AS from the device
8. Click the Basic button and check, that you get values from the device
9. Click the Details button, which has some more figures
 21.5 (B) Configure PM710

Important
PM710 / Modbus: Use screw terminals Rs485 +,- .
AS : COM A (13, 14) or COM B (16, 17).
Polarity is sensitive.

Tasks
 Set up the communication and change / check parameters
 Check the wirings between AS and PM710 power meter.

Steps
1. Power up the PM710 meter.
2. Scroll through the menu list at the bottom of the screen until you see
MAINT.
3. Press MAINT.
4. Press SETUP.
5. Enter your password. The default password is 00000.
6. In SETUP mode, press  until COM is visible
7. Press COM.
8. Enter the ADDR (meter address): 10
9. Press OK
10. Select the BAUD (baud rate): 19,200
11. Press OK
12. Select the parity: NONE.
13. Press OK to return to the METER SETUP screen.
 21.6 (B) Connect PM710 to AS
Tasks
 In this exercise we connect PM710 meter under the AS, configure it and
take it online

Steps
1. Right-click on the CPlant AS and select New – Interface
2. Expand Modbus Interface , then select Modbus Master Network
3. Leave the default name and select Create

4. Select the Modbus Master Network and from the Properties tab, set the
following :-
 Framing mode : RTU
 Baud rate: 19,200
 Parity: NONE
 Browse the correct Port Reference:
CPlant AS/System/Ports /Serial/RS485-COMA OR

CPlant AS/System/Ports /Serial/RS485-COMB – Click Save

5. Right-click on the Modbus Master Network and select New - Modbus
Device
6. Name it PM001 and select Create
7. Select PM001 meter and open Properties tab.
8. Write correct Device address ( 10 ) - Save.
9. Network status should change to online at once.
 21.7 (B) Add Signals to a Modbus device
Tasks
 Add signals PM710 power meter connected to the AS (Floor 01)

Steps
1. Have a register list available see Appendix 30.
2. Right-click: University X/Servers/ CPlant AS /Modbus Master
Network/PM001
3. Right-click: Server 1/Servers/Floor 01/Modbus Master Network/PM001
4. New - Modbus Register Group. Name it: Signals
5. Right-click: Signals object
6. New - Modbus Point – select Modbus Analog Input Point
7. Name: Ptot – Create (Total active Power)
8. Click on Ptot, at Configuration Settings , enter Register number and
Register type according the documentation of the device.
See Appendix: PM710 Register List.
9. After finding the correct combination of register number, register type (and
clicking save), the Status information value will show the correct value.
Compare the numbers with in the PM’s display.
10. Add also power Factor (reg. 1012), Frequency (reg. 1020).

Tip
Modbus address = Modbus register number – 1.
Testing the spreadsheet feature

1. Right-click: PM001 meter object

2. Select Edit in spreadsheet
3. Open file PM710 signals.xls from PC Preparation folder (or USB stick)
with Excel
4. Select whole rows from 2 to 21
5. Paste them into SBO’s spreadsheet view (first column, second row) - Save
 Now you have a set of Modbus objects with correct register
numbers, gains etc

6. Press refresh symbol and the values will be also updated in the
spreadsheet
 This is another way to reuse material beside smart widgets
 Here we can use for example TAC Vista product lines xBuilder
Templates and shorten the engineering time
 21.8 (B) Create PM710 using Smart Widget
Tasks
 Create PM710 meter object under the AS using smart widget

Steps
1. At first, change the Address of the previous PM710 meter
 Properties tab / Device address: write some other number to this
(drops offline) - Save
2. Right-click on the Modbus Master Network and click Import
3. Browse xml-file from: \\Files\SmartWidgets XML\Modbus\Power
Meter\PM710\ PM710-Win-V1001.xml - Open

4. Click Import - Close, when finished

5. Fill in the right address of the PM710 device (10)

6. The Online status should turn green in a couple of seconds

Tip
If you have more than one PM710 meter, you can…
 Use the same import function
 Copy and paste (and rename) the just created object
 Remember the Edit in spreadsheet option!
 21.9 (A) Modbus TCP Gateway - PM710 to
the ES
Tasks
 In this exercise we create Modbus TCP Gateway under the ES, configure it
and get it online. There’s a PM710 MG meter connected to the EGX-300
gateway. These devices are located at the trainers desk

Steps
1. Create a new folder to ES: name Modbus TCP.
2. Create into that folder New – Interface.
3. Select Modbus TCP Gateway.
4. Leave the default name and select Create.
5. Select the Modbus TCP Gateway and from the Properties tab, fill in the
correct IP address (Trainer tells) – Save.
6. Network Status should change to Online in couple of seconds.
7. Create a new Modbus Device under the gateway.
8. Name it PM710 - Create
9. Select PM710 meter and open Properties tab.
10. Write correct Device address (10) - Save.
11. Network status should change to Online in couple of seconds.
12. Create Modbus Analog Input Point. Name it Frequency.
13. Register: 4013. Type: 16 bit Unsigned.
14. Create Modbus Analog Input Point. Name it VoltageA_N.
15. Register: 4033. Type: 16 Bit Unsigned.
16. Test by dragging the signals to the watch view.

Tip
You can use Smart Widget to create the same modbus device
 21.10 (B) Modbus TCP Gateway - PM210 to
the ES
Tasks
 In this exercise we create Modbus TCP Gateway under the ES, configure it
and get it online. There’s a PM210 MG meter connected to the EGX-100
gateway. These devices are located at the trainers desk

Steps
1. Create a new folder to ES: name Modbus TCP.
2. Create into that folder New – Interface.
3. Select Modbus TCP Gateway.
4. Leave the default name and select Create.
5. Select the Modbus TCP Gateway and from the Properties tab, fill in the
correct IP address (Trainer tells) – Save.
6. Network Status should change to Online in couple of seconds.
7. Create a new Modbus Device under the gateway.
8. Name it PM210 - Create
9. Select PM210 meter and open Properties tab.
10. Write correct Device address (5) - Save.
11. Network status should change to Online in couple of seconds.
12. Create Modbus Analog Input Point. Name it Frequency.
13. Register: 1020. Type: 32 bit Real Swapped.
14. Create Modbus Analog Input Point. Name it VoltageA_N.
15. Register: 1060. Type: 32 bit Real Swapped.
16. Test by dragging the signals to the watch view.

Tip
You can use Smart Widget to create the same modbus device

If you wish to have more signals, there’s a xls-file in the USB stick:
Files / PM9C and PM210MG Registers folder.
 21.11 Modbus TCP server - data transfer
Tasks
 In this exercise, we create a Modbus TCP communication over TCP/IP
network.
 We send and receive Modbus signals (three types) between the ES’s.

Tip

You can use icon to create new object

Steps

The Client part

1. Click ES (University X ES) and create a folder Modbus TCP Test

2. Under Modbus TCP Test folder, create a folder Modbus Data Receiving
3. Right-click Modbus Data Receiving folder and create: New - Modbus
Interface - Modbus TCP Network (leave the default name) – Create
4. Create under Modbus TCP Network, New - Modbus TCP Device (leave
the default name). Select the properties tab and give:
 Device address: 123
 IP-address: [Trainer will provide the address].
5. Create following objects under Modbus TCP Device:
 Right-click Modbus TCP Device - New – Modbus Points –
Modbus Analog Input Point
 Name: DataReceiving01 Analog
 Reg.number: 1, type: 32-bit real, Function Code: 03
 Right-click Modbus TCP Device - New – Modbus Points –
Modbus Digital Input Point
 Name: DataReceiving02 Digital
 Reg.number: 3, type: Digital coil, Function Code: 02
 Right-click Modbus TCP Device - New – Modbus Points –
Modbus Multistate Input Point
 Name: DataReceiving03 Multistate
 Reg.number: 4, type: 16-bit unsigned, Function Code: 04

Tip
You can also use the spreadsheet view function to create Modbus
objects
The Server part

1. In ES (University X ES): Create under Modbus TCP Test folder: Modbus

Data Sending
2. Right-click Modbus Data Sending folder and create: New - Modbus
Interface (leave the default name and the default address (1) ) – Create
3. Right-click Modbus Data Sending folder and create: New - Modbus
Interface - Modbus TCP Server (leave the default name) – Create
4. Create following objects under Modbus Interface:
 Right-click Modbus Interface - New – Modbus Local Registers –
Modbus Analog Value
 Name: DataSending01 Analog
 Reg.number: 1, type: 32-bit real
 Right-click Modbus Interface - New – Modbus Local Registers –
Modbus Digital Value
 Name: DataSending02 Digital
 Reg.number: 3, type: Digital coil
 Right-click Modbus Interface - New – Modbus Local Registers –
Modbus Multistate Value
 Name: DataSending03 Multistate
 Reg.number: 4, type: 16-bit unsigned

Testing

1. Right-click Modbus TCP Test folder – Import… (test graphic)

2. Browse file: Participant\Workbook\xml for Workbook - Participant
\Modbus TCP Graphic - Participant 1.8.xml – Open – Import

3. Check, that the bindings are correct in the graphic by opening the Bindings
window. If not, do the correct bindings.
4. Testing the data transfer: Trainer will show a test graphic with video
projector.
[This page was intentionally left blank]
22 Trends
Tasks
In this chapter we will create a number of different kinds of Trendlogs.

You will get also create trenlog viewers like Trendlog list and Trendlog chart.

In this exercise you can test and see how live values are visible by adding real
time trend series to a chart.
 22.1 Interval Trend Log
Tasks
 Create and configure an Interval Trend

Steps
1. Select the folder or server where you want to create the trend log. Select
...University X ES/Servers/CPlant AS/Cooling Application/Trend Logs
2. Right-click - New – Trend
3. Select Interval Trend Log

4. Name: OA Temp Log

5. Description: Captures OA Temp every 1 minute – Next
6. Logged variable: University X ES/Servers/CPlant AS/IO
Bus/Position05:UI8AO4/OA Temp/Value
7. Delta: 0. (the minimum value change that triggers a new record)
8. Unit: °C (use the browse button) - Select
9. Interval: 1 (minutes / the log frequency)
10. Log size: 1 (Days / time to be stored before old values are overwritten)
11. Activation method: Always active ( logging will start immediately after
creation )
 Other options:
Start at activation Time: to start recording values Based on specified activation time
Variable controlled: starts recording when variable is true
12. Next - Skip “Connect objects to the trend log”
13. Create
 22.2 Change of Value Trend Log
Tasks
 Create and configure a COV Trend Log

Steps
1. Select the folder or server where you want to create the trend log. Select
...University X ES/Servers/CPlant AS/Cooling Application/Trend Logs
2. Right-click - New - Trend
3. Select Change of Value Trend Log
4. Name: Occupancy Log
5. Description: Captures changes of Occupancy Status – Next
6. Logged variable: ...University X ES/Servers/CPlant AS/IO
Bus/Position03:DI-16/Occupancy/Value
7. Delta: 0,5, Log size: 60
8. Activation method: Always active
9. Next
10. Skip Connect object to the trend log
11. Create.

Tip
You can create a new Trend log by using the Spreadsheet
 Select the folder then right-click
 Click Edit Spreadsheet
 Change the parameter accordingly
 22.3 Meter Trend Log
Tasks
 Create and configure a Meter Trend Log

Steps
1. Select the folder or server where you want to create the trend log. Select
...University X ES/Servers/CPlant AS/Cooling Application/Trend Logs
2. Right-click - New - Trend
3. Select Meter Trend Log
4. Name: Main kWh Log
5. Description: Captures changes of kWh – Next
6. Logged variable: ...University X ES/Servers/CPlant AS/IO
Bus/Position03:DI-16/Main kWh/Value
7. Trigger variable: ...University X ES/Servers/CPlant AS/IO
Bus/Position03:DI-16/Alarm Switch/Value

8. Unit: kWh
9. Trigger when: True
10. Log size: 60
11. Activation method: Always active
12. Next
13. Max Value: 99999
14. Skip Connect object to the trend log
15. Create

Tip
You can create a new Trend log by using the Spreadsheet
 Select the folder then right-click
 Click Edit Spreadsheet
 Change the parameter accordingly
 22.4 Extended Trend Log
Tasks
 Create and configure an Extended Trend Log

Steps
1. Select the folder or server where you want to create the trend log. Select
...University X ES/Application/ Extended Trend Logs
2. Right-click - New – Trend
3. Select Extended Trend log

4. Name:OA Temp Extended Log

5. Description: Stores OA Temp log values for about 2 months – Next
6. Monitored trend log: ...University X ES/Servers/CPlant AS/Cooling
Application/Trend Logs/OA Temp Log
7. Smart log: True
 True: Enables Building Operation software to automatically optimize
the transfer rate of records from the monitored trend log to the
extended trend log
 False: Specify manually the percentage threshold at which the trend
log transfers its records to the extended trend log
8. Maximum transfer interval: 1 day
9. Log records: 100000
10. Include in reports?: True
  This makes the extended trend log available to WebReports, for
example, to include the extended trend log in a trend log
comparison report
 The extended trend log is created and transfers and stores records
from a trend log
11. Create
12. Repeat the procedure to create extended trend logs for the following and
use again the Edit in Spreadheet function:
 Occupancy Extended Log
 Main KWh Extended Log

13. Occupancy Extended Log:

 Location: ...University X ES/Application/Extended Trend Logs
 Name: Occupancy Extended Log
 Description: Stores occupancy log values for about 2 months
 Monitored trend log: ...University X ES/Servers/CPlant
AS/Cooling Application/Trend Logs/Occupancy Log
 Smart log: True
 Maximum transfer interval: 1 day
 Log records: 100000
 Include in reports?: True
 Transfer trigger variable: Null

14. Main KWh Extended Log:

 Location: ...University X ES/Application/Extended Trend Logs
 Name: Main KWh Extended Log
 Description: Stores Main kWh log values for about 2 months
 Monitored trend log: ...University X ES/Servers/CPlant
AS/Heating Application/Trend Logs/ Main kWh Log
 Smart log: True
 Maximum transfer interval: 1 day
 Log records: 100000
 Include in reports?: True
 Transfer trigger variable: Null
 22.5 Trend Log List
Tasks
 Create a Trend Log List

Steps
1. Select ...University X ES/Central Plant Bldg/Cooling Plant
2. Right-click - New – Trend
3. In the object list, select Trend Log List

4. Name: OA Temp Trend Log List

5. Description: Shows the logged values for OA Temp Log – Next
6. Display trend log: ...University X ES/Servers/CPlant AS/Cooling
Application/Trend logs/OA Temp Log
7. Log space (records): 500 (max.number of rows to display in the trend log)
– Create
8. Repeat the procedure to create a trend log list for the Occupancy Log:
 Location: ...University X ES/Central Plant Bldg/Cooling Plant
 Name: Occupancy Trend Log List
 Description: Shows the logged values for Occupancy Log
 Display trend log: ...University X ES/Servers/CPlant AS/Cooling
Application/Trend Logs/Occupancy Log
 Log space (records): 500
9. Repeat the procedure to create a trend log list for the Meter KWh Log:
 Location: ...University X ES/Central Plant Bldg/Cooling Plant
 Name: Main KWh Trend Log List
 Description: Shows the logged values for Main kWh Log
 Display trend log: ...University X ES/Servers/CPlant AS/Cooling
Application/Trend Logs/ Main kWh Log
 Log space (records): 500
 22.6 Trend Series to a Trend Chart
Tasks
 Add trend log series to a trend chart to visualize the status log by drag-n-
drop

Steps
1. In the System Tree pane, Create the trend chart you want to add a trend
log series to: ...University X ES/Central Plant Bldg/Energy Meter Trend
Chart
2. Select the trend log you want to add: ...University X ES/Servers/CPlant
AS/Cooling Application/Trend Logs/OaTemp Log
3. Drag the trend log from the System Tree pane to the trend chart diagram –
Save.
 22.7 Real-time Trend Series to Trend Chart
Tasks
 Create Trend series and Chart

Steps
1. In the System Tree pane, select the trend chart you want to add a trend
series to: ...University X ES/Central Plant Bldg/Energy Meter Trend
Chart
2. Right-click - Properties
3. Under Series Configuration Settings, click Add
4. Object type: Real Time Trend Series
5. Name: Main Kwh Live Series
6. Description:Shows live meter data for Main Kwh Consumption - Next
7. Display: ...University X ES/Servers/CPlant AS/IO Bus/Position03:DI-
16/Main KWH/Value
8. Weight: 3 (line weight of the series)
9. Show markers: True (display a marker for each recorded value) – Create
– OK
[This page was intentionally left blank]
23 Alarms
Tasks
In the Alarms exercise we create objects related to the alarm functionality in
SBO. Alarm Categories are created in the ES and inherited by the AS.

We create different types of alarms and test their functionality.

We also create a Filtered Alarm View in order to only show the alarms that we
are interested of.

Finally we create a notification so we can receive an email when an alarm is

tripped.
 23.1 Create an Alarm Category
Tasks
 In this exercise we create Category objects, we will use them later in the
exercise when we create Alarms.
 We create a category to group alarms so that they are easier to identify

Steps
Note
Category is inherited object type. So you will find these created
objects also from: University X ES/Servers/CPlant
AS/System/Alarm Control Panel/Alarm Handling/Categories.

Important
Firewalls might block the” inherit function” from working.
Check the settings or turn it off temporarily.

1. Click Control Panel

2. Select University X ES server
3. In the Alarm handling area, click Categories

4. In the Categories tab, click the Add category button

5. Name: Cooling Plant Temps
6. Description: Associate all cooling plant temperature objects to this
category - OK - Save
 7. Repeat the procedure to create categories for the Cooling Plant and the
Heating Plant

Cooling Plant

o Name: Cooling Plant Statuses

o Description: Associate all cooling plant status objects to this

category

Heating Plant

o Name: Heating Plant Temps

o Description: Associate all heating plant temperature objects to this

category

o Name: Heating Plant Statuses

o Description: Associate all heating plant status objects to this

category
 23.2 Create an Out of Range Alarm
Tasks
 You create an “out of range alarm” to trigger an alarm when a value is not
within its specified range

Steps
1. Select System Tree folder:...University X ES/Servers/CPlant AS/Cooling
Application/Alarms
2. Right-click - New - Alarm - Out of Range Alarm
3. Name: OA RH Alarm
4. Description: Generates an alarm based upon the defined ranges for
the Out Air Relative Humidity CV – Next
5. Upper limit: 48 , Lower limit:15
6. Deadband: 1
7. Monitored variable: ...University X ES/Servers/CPlant AS/IO
Bus/Position05:UI8AO4/OA Relative Humidity/Value

8. Click the Set unit button to enter or change the unit for the alarm limits
and deadband
9. Select the unit: %Rh
10. Alarm delay: 5, Reset delay: 3 – Next
11. Messages:
a. Above upper limit message: The OA Humidity is above alarm
limit @(V)
b. Below lower limit message: The OA Humidity is below alarm
limit @(V)
c. Reset message :The OA Humidity has returned to normal
12. Priorities:
a. Above upper limit priority: 2
b. Below lower limit priority: 2
c. Reset priority: 10
13. Category and Alerts:
a. Category: ...University X ES/Servers/CPlant AS/System/Alarm
Control Panel/Alarm Handling/ Categories/Cooling Plant Temps
b. Check the Flashing alert check box (the triggered alarm flash in
the Alarms pane and Alarm Views
c. Check the Audible alert check box to make the triggered alarm
sound – Next
14. Acknowledgement:
a. Select Single as the type of acknowledgement
15. Under Required user action, check Comment to force the user to act,
when:
a. Disabling an alarm
b. Disabling the event log
c. Rejecting an assignment
d. Releasing an assignment
16. Next
17. Click the Add attachment button
18. Select object ...University X ES/Application/Panel/Main Panel – Select
19. On the Attachment page select the check box to automatically open the
attachment when the alarm is triggered.
20. Create
 23.3 Create a Filtered Alarm View
Tasks
 You create an Alarm View to display only those alarms the user needs to
see

Steps
1. Select ...University X ES/Central Plant Bldg/Cooling Plant
2. Right-click - New - View - Alarm View
3. Name: Temp and Status Alarm View
4. Description: Shows Cooling Plant temperature and status alarms -
Create
5. In the System Tree pane, select the Alarm View you just created
6. On the Actions menu, click Alarm Filter
7. Click the Add condition button and select a condition type: Category
8. Write Cooling Plant Temps
9. Click the Add row button to add another condition of the same type:
Cooling Plant Statuses
10. Click OK

Note
You can add different condition types by clicking the Add condition
button.
 23.4 Schneider Electric E-mail server
Tasks
 Configure an Automation Server or Enterprise Server for Email notifications
through the Schneider Electric E-mail Server. It is an SMTP server hosted
by Schneider Electric

Steps
1. In the System Tree pane, select the server that you want to configure:
...University X ES
2. Right-click and select Properties
3. Click the E-mail tab
4. Select Schneider Electric E-mail Server
5. Sender E-mail: ES1@universityx.edu (for identification only)
6. Maximum queue size: 30 (maximum number of E-mail messages that is
allowed in the queue)
7. Maximum retry: 5 (the number of attempts to send before cancelling)
8. Retry time: 30 (the number of minutes between each attempt)
9. Host: smtpservice.tac.com
10. SMTP port: 25 - OK. (you can also try 2525)
 23.5 Create an E-mail Notification
Tasks
 Create an E-mail notification to send an E-mail message when an alarm
triggers
 Create an E-mail notification to send an E-mail message to HVAC operators
and managers when a Cooling Plant temperature or status alarm occurs

Steps
1. Select ...University X ES/Application/Notifications (the place where you
want to create the notification, create the folder if not exist)
2. Right-click - New - Notification - Email Notification
3. Name: Cooling Plant E-mail Notification
4. Description: Sends E-mail for Cooling Plant temperature and status
alarms to HVAC operators and managers - Next
5. Status: Enabled (activate the E-mail notification)
6. Email Setting:
 To email address: hvac-
alarmsgroup@universityx.edu;xxxxx@gmail.com (recipient of
the Email)
 Subject: “Cooling Plant Alarm”
 Text: (keep the default text)
This is the notification message, which can include substitution codes
7. Filter Settings
 Notify on transition to : Alarm state

 Click the Add condition button

 Select the condition type: Category
 that is to generate the E-mail notification
 Type the condition for the E-mail notification: type Cooling Plant
Temps (Category)
 Click the Add row
 Type the condition for the E-mail notification: Cooling Plant
Statuses (Category)
8. Create

Note
You can add different condition types by clicking the Add condition
button. You can filter on categories, alarm state, and alarm text etc.
24 Backup and Restore
Tasks
A backup of the database is very important if the customer experience technical
problems with the hardware or e.g. due to theft the hardware needs to be
replaced.

In this exercise we create a backup set and save the backup file to your
computer's hard drive.

After that is done, we create an "out of the box" scenario where you replace the
existing Automation Server with another.

When the "new" AS is configured, we restore the database and make sure
everything is as before.
 24.1 Back up the Server
Tasks
 Create database backup of both the ES and AS
 Save the backup file to your hard drive

Steps
Backup

1. In the system tree pane, select the ES to backup. …University X ES

2. Right-click - Backup (the Backup Options window will be displayed)

3. Write for example UVX to the Backup set name prefix

4. Select the servers to backup
5. In Backup content, choose All Data (Configuration & Historical)
6. In Backup set description Write for Replacement test to the Backup
7. Backup Succeeded should appear
8. Close.
Save the Backup file to your hard drive

9. Select the Automation Server From the System Tree

10. Expand the following folders to access the backup file:
 University X ES/Servers/CPlant AS/System/Backup and
Restore/Backup sets/Local/ CPlant AS_yyymmdd-hhmmss
11. Right-click on the backup file and select Save to…
12. Create a folder on your hard drive (e.g. Desktop) to save the backup file
 Do not rename the backup file!
13. You will be prompted when the backup has finished
14. Log off WorkStation

Note
Backup copy created Automatically at your DB location.
Default Location :- C:\ProgramData\Schneider Electric
StruxureWare \Building Operation 1.8\Enterprise
Server\db_backup.

Tip
Her will be some text regarding the backup feature in Device
Administrator software
 24.2 Configure the new Automation Server

Tasks
 Configure the new Automation Server

Steps
1. Swap AS with another person in the room according to the trainers
instructions

Important
Do not connect the TCP/IP cable before the IP address of the AS
corresponds with the one you used before.

2. Open Device Administrator and set the IP address to the same as you have
used before.
3. Connect the TCP/IP cable and add the AS in the Device Administrator
4. Upgrade the AS with a New database, make sure to tick the box 'Set time
on device'
5. After a successful upgrade close the Device Administrator
 24.3 Restore the Database
Tasks
 Restore the database from the backup

Steps
1. Login to the AS from Building Operation WorkStation
2. Rename the AS exactly the same name like the replaced one

Note
This procedure will log you out from the WorkStation.

3. Log on to the AS
4. Right-click – Restore

5. Select the Import Backup Set

6. Browse and select the backup file you saved on your hard drive
7. Select Restore from the Restore Options window
8. This procedure will log you out from the WorkStation

Note
You must wait for the Automation Server to reset itself and display
a solid green Status led before logging back on.

9. Log on to AS or the ES
The database is now restored
[This page was intentionally left blank]
25 Web services
Tasks
In this exercise we create different types of web service interfaces in SBO

By subscribing for external data from web services we can easily exchange
information in between different systems.
 25.1 SOAP Web Service interface
Tasks
 Create the interface and get some live stock values over the internet

Steps
1. In the system tree pane, under University X ES
2. Create a folder. Name: Web Services Playground
3. Right-click the folder Web Services Playground - New - Interface
4. Under Web Service, select SOAP Web Service
5. Rename the object: Stock values - Next
6. Enter the path:
http://ws.cdyne.com/delayedstockquote/delayedstockquote.asmx?ws
dl
7. Click Get Operations (this takes a while)
8. Leave the Operation (GetQuote) as it is by default
9. In the stock symbol box, write SU.PA as a request (this is a ticker symbol of
Schneider Electric)
10. Type 0 (zero) as Licensekey - Next
11. Leave the polling interval as it is by default - Next
12. Select all objects

13. Create
14. Click on the Stock Value object to open it in the List View.
15. Test, that you get valid values. Right click on the columns and add Value to
get all the data.
 25.2 Simple XML Web Service
Tasks
 Create the simple XML web service interface and get some live weather
data over the internet

Steps
1. Right-click the folder Web Services Playground - New - Interface
2. Under Web Service, select Simple XML Web Service
3. Name: Simple XML Web Service Weather - Turku - Next
4. Service URL:
http://api.wunderground.com/auto/wui/geo/WXCurrentObXML/index.x
ml?query=tku
a. tku = Turku (airport)
b. mmx = Malmö (Sturup airport)
c. DXB = Dubai ( airport )
5. Change the polling interval to 30 (this isn’t a must)
6. Leave the rest as they are - Next
7. Now you can see the list of the available objects
8. You can select the ones you need
a. Tick box to select or de-select all
b. Filter for select objects according to the criteria
9. Choose all objects - Create

10. Test, that the values get updated (Add a column Value to the view)
 25.3 EcoStruxure Web Service
Tasks
 Create the interface and get some live values over the internet / intranet
From Trainer ES

Steps
1. Right-click the folder Web Services Playground - New - Interface
2. Under Web Service, select EcoStruxure Web Service
3. Rename the object: EcoStruxure Web Service - Training Client - Next
4. Write the IP address: _Trainer ES___ (Trainer provides)
5. Write User, Password, Confirm Password (admin in each) - Create
6. Go to folder: Server”/System/Hardware/EcoStruxure Web
Services/EcoStruxure Web Service - Training Client/Trainer ES Server
7. Right-click EWS Training folder
8. Select Host EWS Objects…
9. Select EcoStruxure Web Service - Training Client - Select
10. Go to University X ES/Web Services Playground/EcoStruxure Web
Service - Training Client/EWS Training folder and check the values.
[This page was intentionally left blank]
26 Appendix: Install the Software
Tasks
 Install the needed software for the exercises

Steps
Important
If Microsoft .Net FrameWork 4.5 is not installed a message will
appear asking you to install it.
Navigate to dotnetfx4_full_x86_x64.exe available on the flash
memory stick for the course. Run the program and install Microsoft
.Net FrameWork 4.5.

1. License Server.
o Install the License Server and License Administrator
SBO License Administrator v1.8.1.exe
o Accept the license agreement
o Keep the default installation path C:\Program Files\Schneider
Electric StruxureWare\Building Operation 1.8
o Choose the required components, in this case check both boxes

o Specify the address to the License server. In this case, @localhost

o Open the License Administrator 1.8. Select the License file (*.asr) to
activate the license. The file is located in participants folder (e.g. on a
memory stick).
2. Enterprise Server.
o Install the Enterprise Server
SBO Enterprise Server v1.8.1.exe

o Accept the license agreement

o Keep the default installation path C:\Program Files\Schneider
Electric StruxureWare\Building Operation 1.8

o Keep the default database folder path C:\ProgramData\Schneider

Electric StruxureWare\Building Operation 1.8\Enterprise
Server

o Keep the default port settings

o Define the Windows user to run the Enterprise Server Windows service.
In this case, Local system
 o Specify the address to the License server. In this case, @localhost

3. Workstation.
o Install the Workstation software SBO WorkStation v1.8.1.exe

o Accept the license agreement

o Keep the default installation path C:\Program Files\Schneider
Electric StruxureWare\Building Operation 1.8

o Select the components to install:

 o Install both Workstation and Workstation for Projects.

o Select the license server @Localhost

4. Device Administrator
o Install the Device Administrator
SBO Device Administrator v1.8.1.exe

o Accept the license agreement

o Keep the default installation path C:\Program Files\Schneider
Electric StruxureWare\Building Operation 1.8

5. Project Configuration Server

o Install the PCS

SBO Project Configuration Server v1.8.1.exe

o Accept the license agreement

o Keep the default installation path C:\Program Files\Schneider
Electric StruxureWare\Building Operation 1.8

o Keep the default project folder path C:\ProgramData\Schneider

Electric StruxureWare\Building Operation 1.8\Projects
 o Keep the default port settings

6. WebReports - Reports Server

Important
In this training we do NOT install the WebReports - Reports Server.
27 Appendix: Register Servers Online
Tasks
 Register your servers

Steps
7. When you log in to an unregistered server, you will be prompted to
"Register your system".

8. Select Register now

9. Log on to your Schneider Electric Buildings Exchange Account (Same as

Download Center). If you do not have one, create one using the Create
account link.
Fill in the following information, make sure

o Site/building name: EcoBuilding Training

o Company name: EMEAS

o Building address: N/A

o Country: Sweden

o State/province: N/A

o City: N/A

o Zip/postal code: 213 75

o System transition: Leave blank

o System application: Leave blank

 o Segment application: Leave blank

o System profile: Single site

o Installation date: <current date>

o Warranty expiration: 7 days after installation date

10. Go to Step 2
o Site administrator name: Site Admin

o Company name: EMEAS

o Phone number: +46 40 386850

o Email address: training@schneider-electric.com

o Confirm email address: training@schneider-electric.com

o Street address: N/A

o Site notes: Training environment only

o Select: Exit browser and return to Workstation

11. First time logging in, you will be asked to choose Administration or
Engineering workspace. Choose Engineering. If you wish, you can change
it later.

Important
If you are asked to select your default workstation every time you
log in, then you need to change your User Account Control Setting
and restart your computer
28 Appendix: PM9C Data
[This page was intentionally left blank]
29 Appendix: PM710 Register List

Note
For full register list , check the PM710 User Manual in your flash
desk.

Note
The PM710 includes registers in two different formats: integer and
floating point.
For example, Real Power A, is included in Register 1066 and 1067
(floating point) and register 4036 (integer).
[This page was intentionally left blank]