Copeland Site Supervisor Installation And Operation User Manual

Supervisory control platform
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USER MANUAL
Supervisory Control
Platform
Installation and Operation User Manual
E3
Site Supervisor

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Summarization of Contents

1 Introduction
1.1 Supported Browsers
Lists compatible web browsers for accessing the system.
1.2 Security
Discusses the importance of system security and best practices for protection.
1.3 Direct Connect Instructions
Method 1: Direct Connect
Details how to connect a laptop directly via Ethernet for configuration.
Method 2: USB Port
Explains how to use a USB port to configure network settings via a text file.
1.4 Logging Into the Supervisory Controller
Password Standards - Security Enhancement
Outlines criteria for creating strong passwords to enhance system security.
1.5 How to Change the IP Address
1.5.1 Method 1: Direct Connect
Details direct connection method for changing the IP address.
1.5.2 Method 2: USB Port
Explains changing IP address using a USB port and a network.txt file.
1.6 Setup Wizard
Localization Screen
Describes setting language, date, time, and engineering units during initial setup.
2 E3 Hardware Overview
2.1 E3 Ordering Information
Lists part numbers for different E3 models and their facility controls.
2.2 Technical Specifications
Provides technical specifications for the E3 controller, including operating conditions and ports.
2.3 Plug-In Digital I/O Card
2.3.1 LED’s
Explains the meaning of LEDs on the Digital I/O Network card.
3 Site Supervisor Hardware Overview
3.1 Ordering information
Lists part numbers for different Site Supervisor models and their applications.
3.6 Site Supervisor Power, Serial, and IO Positions
3.6.1 Termination Jumpers
Explains how to set termination jumpers for RS485 network segments.
4 Supervisory Controller Basic Navigation
4.1 Menus and Submenus
Explains how to navigate the controller's menus and access different system functions.
4.5 Overview
4.5.1 Conditional Visibility
Explains how screen content visibility is determined by user view level settings.
4.9 Application Tabs
4.9.1 Performance Meter
Explains the Performance Meter feature for monitoring system performance and identifying issues.
4.9.2 Site Aggregation
Describes Site Aggregation for viewing status and data from multiple controllers.
4.9.3 Control Inventory
4.9.3.1 Adding Applications
Step-by-step process for adding new applications to the control inventory.
4.11 Creating a Backup and Restore
4.11.1 Backup
Details the process of creating a backup of system configuration files.
4.11.2 Encrypted Backup
Explains the option to encrypt backup files for enhanced security.
5 Logging Groups
5.1 Supported Functions
Lists supported functions for managing logging groups.
5.2 Data Logging Types
Describes different types of data logging available, like Base Log and Utility Log.
5.3 Logging Group Functions
Details functions for creating, naming, and configuring logging groups.
6 Alarm Configuration
6.1 Alarm Configuration
Guide to configuring alarm parameters, descriptions, types, and categories.
6.2 Alarm Communications
Details how to set up alarm notifications via email or SMS based on schedules.
6.6 Smart Alarming
6.6.1 Accessing Smart Alarms
Steps to install and configure Smart Alarm applications for enhanced diagnostics.
7 RS485 I/O Network Boards and Peripherals
7.1 The I/O Network
Overview of the RS485 I/O Network for connecting devices to the controller.
7.2 I/O Board Names and Terminology
Introduces different types of I/O boards compatible with the Supervisory Controller.
7.2.1 MultiFlex Boards
General overview of the MultiFlex line of control system boards.
7.2.1.1 MultiFlex 16 Input Board
Details the MultiFlex 16 Input Board, its features, and compatibility.
7.2.3 MultiFlex RTU Support
7.2.3.1 I/O Network and MultiFlex RTU Setup on Serial Port
Guide for setting up RTU devices on a serial port using the I/O network.
7.2.3.2 Creating an Instance of RTU Application
Steps to create an RTU application instance, even if the board is offline.
7.2.3.3 Deleting/Checking Status of RTU Board
How to view, delete, and check the status of RTU boards.
7.2.3.4 Zone Management
Associating RTU applications with zones for unified control.
7.2.3.5 Scheduling
Setting daily schedules for occupied/unoccupied states for RTU boards.
7.2.3.6 Alarming
Configuring alarms for RTU boards and their reporting.
7.2.4 MultiFlex RCB Support
7.2.4.1 I/O Network and MultiFlex RCB Setup on Serial Port
Guide for setting up RCB devices on a serial port using the I/O network.
7.2.4.4 Zone Management
Associating RCB boards with zones and mapping properties.
7.2.12 XM Series of Case Controllers
7.2.12.1 XM670K v3.4
Overview of the XM670K controller for low to medium unit case control.
8 Site Supervisor Displays
8.1 10.1-Inch Touchscreen Display
Overview of the 10.1-inch touchscreen display as a remote user interface for the Site Supervisor.
8.1.1 Display Connections
Details the physical connections for the 10.1-inch display.
8.3 21.5-Inch Touchscreen Display
8.3.1 Display Connections
Details the physical connections for the 21.5-inch display.
8.3.2 Specifications
Lists the product specifications for the 21.5-inch display.
9 Software Overview
9.1 Supervisory Controller Application and System Capacity Matrix
Table detailing application support and capacity limits for various Supervisory Controller models.
9.7 Suction Groups
9.7.1 Introduction
Introduces suction group applications for cycling compressors to maintain suction pressure.
9.7.2 The (Standard) Suction Group Application
Explains the standard suction group application and its PID control strategy.
9.7.2.1 Overview of PID Control Strategy
Details how suction groups use PID control to manage compressor stages based on pressure.
9.7.2.2 Variable-Speed Compressors
Discusses compatibility with variable-speed compressors in suction groups.
9.7.2.3 Floating Setpoint Control
Explains the floating setpoint strategy for varying suction setpoints based on temperature.
9.7.3 The Enhanced Suction Group Application
9.7.3.1 Learning Mode
Describes the learning mode for Enhanced Suction Groups to collect operational data.
9.7.3.2 Circuit Load Analysis
Explains how circuit states are used for load analysis in Enhanced Suction Groups.
9.7.3.3 The Control/Cycles Parameter
Details the Control/Cycles parameter for adjusting suction control performance and cycling frequency.
9.7.3.4 Variable-Speed, Digital Scroll, and Digital Discus Compressor Support
Explains support for various compressor types in Enhanced Suction Groups.
9.7.3.5 Floating Suction Control
Refers to floating setpoint control explanation for Enhanced Suction Groups.
9.9 Analog Sensor Control
9.9.1 Control Strategy
Details methods for combining analog inputs and filtering the combined value.
9.9.2 Control Alarming
Explains how high/low limit alarms and notices are generated for inputs.
9.9.3 Alarm Output When On/Off Parameters
Defines how Alarm output state changes based on On/Off parameters.
9.9.4 Control Bypass
How to bypass digital outputs with timed bypass functionality.
9.10 Digital Sensor Control
9.10.1 Control Strategy
Explains combining digital inputs using logical commands to operate digital outputs.
9.10.2 Command Alarming
How command values determine alarm states and generate advisories.
9.11 Lighting Control
9.11.1 Lighting Control Logic
How to specify input combinations for turning lights ON and OFF.
9.11.5 Light Proofing
Explains light output proofing parameters and failure detection.
9.11.6 Minimum On/Off Times
How to configure minimum on/off times and delays for lighting output.
9.12 Global Data
9.12.1 Location From
Setting location for sunrise/sunset calculations.
9.12.2 Sundown
Output indicating when the sun sets, used for lighting schedules.
9.13 HVAC Control
9.13.1 Active Setpoint Determination
How heating/cooling setpoints are determined for HVAC units.
9.14 Time Schedule Application
9.14.1 Time Schedule Method
How the Time Schedule application is enabled and its output acts as an independent schedule.
Standard Schedule
Defines a "Standard Schedule" with ON/OFF times for days and holidays.
Master Schedule
How the Master Schedule feeds its output to Slave Schedules or acts independently.
Slave Schedule
Defines a Slave Schedule with ON/OFF times relative to Master events.
9.15 Demand Control
9.15.1 KWH Calculation
How the controller calculates energy consumption based on analog KW or digital pulse inputs.
9.15.6 Performance Requirements
KWH Pulse Input
Requirements for KWH pulse input configuration for Demand Control.
9.16 Utility Monitoring
9.16.1 Utility Usage Calculation
Specifies the type of utility to monitor, automatically configuring engineering units.
9.16.1.2 Electrical Usage
How to specify electrical input signal types (kW, kWh, Current) for monitoring.
9.16.2 Consumption Totalizing
9.16.2.1 Fixed Period Totalizers
Daily, weekly, monthly totalizer outputs that reset automatically.
9.16.2.2 User Totalizer Output
User-defined totalizer output for custom durations.
9.16.2.3 Utility Logging Group
Associating totalizer outputs with logging groups for proper data logging.
9.16.3 Demand Shedding
9.16.3.1 Overview
How the application monitors consumption rate and triggers outputs.
9.16.3.2 Average Rate of Consumption
Calculates average consumption rate over a configurable time window.
9.16.3.3 Shed Output
Digital output that turns ON (SHED) when usage exceeds a threshold setpoint.
9.17 Onboard I/O
9.17.1 Licensing
Limit on onboard I/O applications and licensing.
9.17.2 Adding and Deleting Onboard I/O Application
Notes that onboard I/O application is pre-installed and cannot be added or deleted.
9.19 XR35CX 5.6 and 2.6
9.19.1 Overview
Interface to XR35CX for alarming and sensor data sharing.
9.19.2 Command-Alarm Matrix
Lists commands and alarms for XR35CX devices.
9.20 XC645CX 2.5
9.20.1 Application Advisories
Lists advisories for the XC645CX application.
9.21 XR75CX Case Display
9.21.1 Overview
Interface to XR75CX Case Display for sharing sensor data and controlling refrigeration.
9.21.2 Application Advisories
Lists application advisories and setting status information for XR75CX Case Display.
9.22 XR75CX 2.6
9.22.1 Application Advisories
Lists application advisories for the XR75CX 2.6 device.
9.22.2 Command
Lists available commands for the XR75CX 2.6 device.
9.23 T-Stat
9.23.1 General Control
How the Supervisory Controller communicates with the T-Stat via Modbus.
9.23.2 Alarms
Describes online/offline alarms and device-defined alarm outputs.
9.23.3 Device Commissioning
Steps to add a White Rodgers Thermostat to the Supervisory Controller network.
9.28 RLDS (Refrigerant Leak Detector System)
9.28.1 Communication
Specifies serial setup values for RLDS communication.
9.28.2 Supported Gases
Lists supported refrigerants for the RLDS gas software library.
9.31 Control Link Anti-Condensate Controller (CL ACC)
9.31.1 Alarm Handling Logic
Sets the General Alarm Output to ON if any alarm condition exists.
9.31.2 Alarms Configuration
Allows individual setting of advisory type, category, and display message for alarms.
9.32 HVAC Zone
9.32.1 How It Works
Explains how HVAC Zone applications manage units by providing setpoints and commands.
9.32.2 Compatible Applications to be Connected to HVAC Zones
Lists HVAC applications that can be connected to HVAC Zones.
9.32.8 Dehumidification Control
9.32.10 Enabling Dehumidification Effect
How HVAC Zone applications signal controllers to begin dehumidification.
9.32.10.1 MultiFlex RTUs and RCBs
How MultiFlex RTUs and RCBs acknowledge dehumidification signals and control stages.
9.36 Condenser Control
9.36.0.1 Air Cooled Strategy
Uses PID control to compare input to setpoint for condenser fan activation.
9.36.0.2 Temperature Differential Strategy
Maintains a constant TD setpoint between refrigerant and ambient air.
9.36.1 Evaporative Condensers
Control of evaporative condensers, similar to air-cooled strategy.
9.36.2 Fan Control
How Condenser Control applications manage fan speeds using PID control.
9.38 Case Control Circuits
9.38.1 Overview
Relies on Case Circuit Control applications for setpoints and defrost scheduling.
9.38.2 Case Circuit Control Software Overview
Details six different versions of case control software.
9.38.2.1 Valve Control
Pulse Valves
How pulse valves achieve refrigerant flow percentage through repeated pulsing.
Stepper Valves
How stepper valves achieve desired opening percentage using steps.
9.38.3 Refrigeration Control
9.38.3.1 EEVs (Liquid Pulse and Liquid Stepper)
Explains temperature and superheat control systems working together.
Temperature Control
Measures case temperature and turns refrigeration ON/OFF.
Superheat Control
Uses PID to keep Superheat at a user-defined setpoint.
Recovery Mode
Special part of Superheat Control that occurs at cycle beginning.
Thermostatic Expansion Valves (TXVs)
Case controllers support TXVs, using only Temperature Control.
9.38.4 Defrost Control
9.38.4.1 Defrost States
Details the three steps of a defrost cycle: Pump Down, Defrost, Run-Off.
9.39 Irrigation Control
How To Add a Irrigation Control Device on the Supervisor
Steps to add an Irrigation Control device to the Supervisor.
9.40 TD Control
9.40.1 Overview
Controls condenser fans sequentially based on temperature differential (TD).
9.40.2 Temperature Differential (TD) Strategy
Maintains a constant TD setpoint between refrigerant and ambient temperature.
9.40.3 TD Control Fail-Safes
How TD control operates with available inputs and fail-safe modes.
9.41 Loop/Sequence Control
How To Add a Loop/Sequence Control Device on the Supervisor
Steps to add a Loop/Sequence Control device to the Supervisor.
9.42 Modular Chiller Control
9.42.1 Learning Mode
Collects chiller stage data to measure effect on temperature input.
9.42.2 The Control/Cycles Parameter
Parameter to alter temperature control performance or compressor cycling frequency.
9.42.3 Compressor Control
Utilizes up to 32 compressors for maintaining chilled supply temperature.
9.43 XM Circuit Control
9.43.1 Associations
Relies on XM Circuit Control for setpoints and defrost scheduling for XM controllers.
9.43.3 Supervisory Control Functions
9.43.3.1 Dewpoint Value
Sends dewpoint sensor value to associated XM case controllers for anti-condensate heaters.
9.3.3.2 Lighting Control
Sends LIGHT SCHEDULE input value to associated XM case controllers.
9.43.5 Application Commands
9.43.5.1 Start Defrost
Initiates a defrost cycle immediately.
9.43.5.2 Stop Defrost
Stops an active defrost cycle immediately.
9.43.5.3 Case Clean Out
Enables Case Clean Out from the Cleaning Switch parameter.
10 Floor Plans
Importing a Floor Plan into the Supervisor
Steps to import a licensed Floor Plan into the Supervisor.
Appendix B: Troubleshooting
Device Communication Problems
Troubleshooting steps for communication issues with various devices.
I/O Network Problems
Common I/O network issues and their solutions.
Problems with Temp Sensor or Pressure Transducer Displaying Proper Value
Troubleshooting steps for incorrect sensor values or incorrect board/point assignments.
No Heat Will Come On
Troubleshooting steps when the system does not engage heating.
No Cooling Will Come On
Troubleshooting steps when the system does not engage cooling.
Lighting Control Problems
Troubleshooting steps when lights do not come on or photocell is not recognized.
How to Change the IP Address
Method 1: Direct Connect
Steps to change IP address via direct connection using network settings.
Appendix C: Setting Up Email and Text Alerts in Your Supervisory Controller
Logging In
Steps to log into the supervisory controller via a web browser.
How to Go to Network Settings
Guide to navigate to network settings for configuring email and text alerts.
Messaging Setup
Email Messaging Setup
Configuration steps for enabling SMTP email messaging.
App Passwords
Generate App Passwords
Steps to generate app passwords for each device sending email alerts.
Managing Users
View and Edit Users
How to view, edit, or delete users and create new users.
Alarm Communications
Creating an Alarm Notice
Steps to edit alarm notice names and select filtering options (Category, Type, Resolution).
Appendix D: Utility Monitoring
How to Create a Utility Monitoring Application
Steps to log in and select Control Inventory to create a Utility Monitoring application.
Appendix E: Peer to Peer Network Setup for Mixed Sites (Two Supervisors and One E2)
Supervisory Controller Peer Network Setup
Steps to set up a peer network by assigning unique numbers and names to controllers.
Step 1: Open a Browser
Open a browser and enter the IP address of the Supervisory Controller for peer network setup.
Step 2: Click the Gear Icon
Navigate to System Values to set parameters for each controller in the peer network.
Step 3: Assign Unique Numbers and Names
Assign unique unit names and numbers to each controller for proper network identification.
Helpful Hints
Recommendations for naming controllers to easily differentiate them in the network.
E2 Peer Network Setup Using UltraSite or Terminal Mode
UltraSite Setup
Setting up E2 controllers for peer network using UltraSite software.
Appendix G: Firmware Update
Firmware Update - Remote Access
Steps to update firmware remotely via Ethernet connection.
Appendix H: Reset and Clean Out Supervisory Controllers
E3 Reset and Clean Out on the Main Circuit Board
Locating and using the physical RESET and CLEANOUT buttons on the E3 circuit board.
Appendix I: Supervisor Scheduling and Events Training
Adding New Schedule
Details on the Time Schedule application for scheduling lighting or occupancy states.
Logging In
Steps to log into the supervisory controller via a web browser.
Setting Up Schedules
Steps to click Schedules and Events icon and add a schedule.

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