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Trane TRACER SUMMIT BMTX-SVU01B-EN Daily Operations

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Daily Operations
TRACER SUMMIT
™
Version 17
BMTX-SVU01B-EN

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Summary of Contents for Trane TRACER SUMMIT BMTX-SVU01B-EN

  • Page 1 Daily Operations TRACER SUMMIT ™ Version 17 BMTX-SVU01B-EN...
  • Page 3 Daily Operations Tracer Summit ™ Version 17 BMTX-SVU01B-EN Tracer Summit Version 17 June 2006...
  • Page 4 BMTX-SVU01B-EN...
  • Page 5 Although Trane has tested the system described in this guide, no guarantee is offered that the system is error free. Trane reserves the right to revise this publication at any time and to make changes to its content without obligation to notify any per- son of such revision or change.
  • Page 6 NOTICE: Warnings and Cautions appear at appropriate sections throughout this manual. Read these carefully: WARNING Indicates a potentially hazardous situation, which, if not avoided, could result in death or serious injury. CAUTION Indicates a potentially hazardous situation, which, if not avoided, may result in minor or moderate injury. It may also be used to alert against unsafe practices.

  • Page 7: Table Of Contents

    Trane on the Web ........
  • Page 8 Contents Chapter 4 Logging On to and Off of Tracer Summit ..29 Logging On to Tracer Summit ....... . . 29 Logging Off of Tracer Summit .
  • Page 9 Trane Objects ........
  • Page 10 Contents Applying an Exception Template ....... 92 Modifying an Exception Template ......93 Handling Holidays for BCU Panels.
  • Page 11 Contents Printing Selected Alarms and Events ..... . . 131 Saving the Event Log ........134 Deleting Alarms and Events .
  • Page 12 Contents Changing Data Marker Settings ......187 The Grid ......... . . 187 Trend Viewer Main Control Buttons .

  • Page 13: Chapter 1 Getting Started

    Chapter 1 Getting Started Tracer Summit is a building control system designed to manage a facil- ity’s comfort, lighting, and related electrical systems. The Tracer Summit system is made up of Personal Computer (PC) Workstations, building con- trol units (BCUs), and unit control modules (UCMs). Some Tracer Sum- mit software packages also have the ability to monitor Tracer 100 and Tracker (model EMTK) sites.
  • Page 14 Getting Started Figure 1. Example of How Tracer Summit is Set Up PC Workstation Remote ARCNET or Ethernet Local Area Network Phone Line Building Control Unit UCM Communications Links Other Equipment Water Source Heat Pump with Unit Control Module VariTrane Fan Coil/Unit Ventilator with VAV Unit with Unit Control Module...

  • Page 15: Tracer Summit Software

    Tracer Sum- mit system (see Chapter 2, “Using the Daily Operations Tutorial”). Trane on the Web Use the Help menu to access Trane materials on the Web. From the Help menu, select one of the following: •...

  • Page 16: Accessing Mytranecontrols.com

    Getting Started Accessing MyTraneControls.com You can easily go to the MyTraneControls by: Clicking the My Trane Controls button on the standard site graphic • (see Figure 2), Selecting MyTraneControls.com from the Help menu, or • Clicking the shortcut icon added to your desktop when Tracer Sum- •...

  • Page 17: Pc Workstation

    Tracer Summit Hardware Table 1. Tracer 100/Tracker Reference Guides Reference Panel User Guide Number Tracer 100i, Tracer L, and Tracer Chiller EMTF-IN-6 Tracer 100 Plant Manager Installation Guide Tracer 100 Installation Guide EMTB-IN-12 Tracer 100 Series Operator’s Guide EMTB-OG-15 Tracer 100 Series Programming Guide EMTB-PG-11 Tracer 100 Version 15.1 Addendum to EMTB-AD-4...

  • Page 18: Building Control Unit (Bcu)

    Getting Started Building Control Unit (BCU) The BCU is a panel that communicates with and coordinates the unit con- trol modules (UCMs) in a building. It communicates UCM status, alarm, and event information to the Tracer Summit software at the PC Worksta- tion.

  • Page 19: Unit Control Modules (Ucms)

    Tracer Summit Hardware Unit Control Modules (UCMs) A UCM is a control panel that is located on or near an HVAC unit (see Figure 5). An HVAC unit is a piece of equipment such as a chiller or a rooftop unit. Figure 5.
  • Page 20 Getting Started BMTX-SVU01B-EN...

  • Page 21: Chapter 2 Using The Daily Operations Tutorial

    Chapter 2 Using the Daily Operations Tutorial The daily operations tutorial Focus on Your System can be used in two ways. You can use the tutorial as a self-paced training course to get train- ing on basic Tracer Summit operations. Or you can access the tutorial from the Tracer Summit software to get training on a specific task before performing it within Tracer Summit.
  • Page 22 Using the Daily Operations Tutorial Figure 6. Schedule Screen—Tutorial Button Tutorial button To access a training module from Tracer Summit: 1. From the appropriate screen, window, or dialog box, click the Tutorial button. The Tracer Summit Tutorial Menu displays (see Figure 7 on page 11).
  • Page 23 Using the Tutorial within Tracer Summit Software Figure 7. Tutorial Task-based Menu Note: When the tutorial menu is accessed from the Tracer Summit software, it shows only training modules for a specific task. To access the complete tutorial, refer to “Using the Tutorial as a Stand-alone Training Course”...
  • Page 24 Using the Daily Operations Tutorial Figure 8. Example of a Tutorial Screen Simulated Tracer Summit window Tutorial instructions Click to go to the next screen Indicates the current screen number and Click to return Title of the the total number of to the main training module screens...

  • Page 25: Accessing The Training Modules Within Tracer Summit

    Using the Tutorial within Tracer Summit Software Accessing the Training Modules within Tracer Summit To access the training modules, you must have the Daily Operations Tutorial CD-ROM in the CD-ROM drive of your PC. Schedule Training Modules The Schedule screen is linked to the following training modules: Changing Daily Schedules •...
  • Page 26 Using the Daily Operations Tutorial Figure 10. Schedule Screen 4. Click the tutorial button to display the Tracer Summit tutorial menu for the Schedule screen. 5. To exit the tutorial and return to the Schedule screen, click the Quit button at the bottom of the tutorial screen (see Figure 8 on page 12). BMTX-SVU01B-EN...

  • Page 27: Override Dialog Box Training Modules

    Using the Tutorial within Tracer Summit Software Override Dialog Box Training Modules The Override dialog box is linked to the following training modules: Changing Setpoints and Overrides • Changing Chiller Plant Status • Practice Making Changes • To access the Override dialog box training modules: 1.

  • Page 28: Event Log Training Modules

    Using the Daily Operations Tutorial Event Log Training Modules The event log is linked to the following training modules: Alarms and Events • Using the Event Log • Event Log Maintenance • • Practice with the Event Log To access the Event Log training modules: 1.

  • Page 29: Chiller Plant Status Training Modules

    Using the Tutorial within Tracer Summit Software Chiller Plant Status Training Modules The Chiller Plant Status window is linked to the following training mod- ules: Changing Setpoints and Overrides • Changing Chiller Plant Status • Practice Making Changes • To access the Chiller Plant Status training modules: 1.

  • Page 30: Reports Training Modules

    Using the Daily Operations Tutorial Reports Training Modules The Select Report to View and Select Report Type windows are linked to the following training modules: Types of Reports • Graphical Trends • Printing and Saving Reports • Practice with Reports •...

  • Page 31: Backup And Restore Training Modules

    Using the Tutorial within Tracer Summit Software Backup and Restore Training Modules The Backup Site, Backup Graphic, and Restore Site windows are linked to the following training modules: Performing Backups • Practice Backups • To access the Backup training modules: 1.
  • Page 32 Using the Daily Operations Tutorial To access the Restore Site training modules: 1. From the Tools menu, select Restore Site. The Restore Site window displays. (see Figure 17). Figure 17. Restore Site Dialog Box 2. Click the Tutorial button to display the Tracer Summit tutorial menu for the Restore Site window.

  • Page 33: Using The Tutorial As A Stand-Alone Training Course

    Using the Tutorial as a Stand-alone Training Course Using the Tutorial as a Stand-alone Training Course As a stand-alone training course, the Daily Operations Tutorial offers you an opportunity to gain basic skills in operating a Tracer Summit system. The training course parallels the information in the Tracer Summit Daily Operations guide and focuses on the basic daily tasks you will need to perform.

  • Page 34: Using The Training Modules

    Using the Daily Operations Tutorial Using the Training Modules The training course is organized into training modules that are accessed from the tutorial Main Menu (see Figure 18). The training modules are interactive, allowing you to perform tasks and make entries as instructed. You can exit the modules at any time and then return either to the place you left or to the Main Menu.

  • Page 35: Checking Your Knowledge

    To receive your CEUs: Send the certificate of completion along with your name and address to your local Trane office. The local office will forward your information to the ICS Institute. The ICS Institute will mail back to you an official ICS Institute certificate, showing the CEUs that have been awarded.
  • Page 36 Using the Daily Operations Tutorial BMTX-SVU01B-EN...

  • Page 37: Chapter 3 Opening And Closing Tracer Summit

    Chapter 3 Opening and Closing Tracer Summit Opening Tracer Summit 1. Using the mouse, move the pointer on the screen to the Tracer Sum- mit icon (see Figure 19). Figure 19. Tracer Summit Icon 2. Click the left mouse button twice. The Tracer Summit Log On window displays (see Figure 20).

  • Page 38: Minimizing (Hiding) Tracer Summit

    Opening and Closing Tracer Summit Minimizing (Hiding) Tracer Summit You can minimize Tracer Summit so it does not display on the screen. When Tracer Summit is minimized, it is still open and running. To minimize Tracer Summit: Click the Tracer Summit Minimize button at the top of the screen (see Figure 21).

  • Page 39: Displaying Tracer Summit When It Is Minimized (Hidden)

    Minimizing (Hiding) Tracer Summit Displaying Tracer Summit When it is Minimized (Hidden) When Tracer Summit is minimized, it is open and running but is not fully displayed on the screen. Instead, it displays as a button on the Windows taskbar at the bottom of the screen. To display Tracer Summit when it is minimized: Click the Tracer Summit button at the bottom of the screen (see Figure 22).

  • Page 40: Closing Tracer Summit

    Opening and Closing Tracer Summit Closing Tracer Summit Click the File menu and select Exit (see Figure 23). Figure 23. Selecting Exit from the File Menu If there is any information that you have not saved (for example, if you created a report but did not save it), a message displays asking if you want to save the information.

  • Page 41: Chapter 4 Logging On To And Off Of Tracer Summit

    Chapter 4 Logging On to and Off of Tracer Summit You must have a valid user name and password to log on to Tracer Sum- mit. Contact your system supervisor if you have not been assigned a user name and password. IMPORTANT To prevent unauthorized personnel from using Tracer Summit, you should log off after completing your task(s).

  • Page 42: Logging Off Of Tracer Summit

    Logging On to and Off of Tracer Summit 4. Press the Enter key to display the Tracer Summit main window. Note: If you type an incorrect user name or password, you hear a beep and a message displays stating that what you typed is not valid. Be sure to enter the user name and password exactly as given to you by your system supervisor.
  • Page 43 Logging Off of Tracer Summit If there is any information that you have not saved (for example, if you created a report but did not save it), a message displays asking if you want to save the information. You can do either of the following: To save information before logging off of Tracer Summit, click Yes.
  • Page 44 Logging On to and Off of Tracer Summit BMTX-SVU01B-EN...

  • Page 45: Chapter 5 Finding Your Way Around

    Chapter 5 Finding Your Way Around Finding your way around Tracer Summit is easy, once you understand the main screen and how to use its tools. The main screen of Tracer Summit has many parts. You use the parts described in Figure 27 to either move around the program or get help.

  • Page 46: Menu Bar

    Finding Your Way Around Menu Bar The menu bar is a line of names near the top of the screen. Figure 28 shows a menu bar similar to the one you will see in Tracer Summit. Figure 28. Typical Menu Bar Each name on the menu bar has a list of items associated with it.

  • Page 47: Task Bar

    Task Bar Task Bar The task bar is made up of buttons with icons (pictures) on them, as shown in Figure 30. Each button has a specific purpose. You can see the full name of a button by using the mouse to move the pointer onto the button, then waiting 1–2 seconds (do not click the mouse button).
  • Page 48 Finding Your Way Around Table 2. Task Bar Descriptions (Continued) Button Task Completed Click this button once to display the Trend Viewer. The Trend Viewer object must be set up before it can be viewed. If you are unable to view the Trend Viewer, see your Sys- tems Administrator.
  • Page 49 Task Bar Figure 31. Sample Navigation Tree Group of Sites Site Group of Sites Site Custom Graphics and UCMs Figure Note: Your navigation tree will not look like the sample tree shown in this figure. Instead, it will represent the sites and equipment connected to Tracer Summit at your location.

  • Page 50: Using The Navigation Tree

    Finding Your Way Around Using the Navigation Tree You can display information about your building and its HVAC equip- ment in the Tracer Summit window by using the navigation tree (see Figure 32). Click on a site node to display all nodes associated with that site.

  • Page 51: Displaying Or Hiding The Navigation Tree

    Opening a Site Displaying or Hiding the Navigation Tree Click the Tree button on the task bar (see Figure 33). Figure 33. Displaying and Hiding the Navigation Tree • Click this button once to display the navigation tree. • Click it again to hide the navigation tree.

  • Page 52: Opening Other Sites

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

  • Page 53: Closing A Site

    Closing a Site Closing a Site From the Connect menu, select Close Site (see Figure 36). The site closes. If there is any information that you have not saved (for example, if you created a report but did not save it), a message displays asking if you want to save the information.
  • Page 54 Finding Your Way Around Figure 37. Typical Help Screen BMTX-SVU01B-EN...

  • Page 55: Chapter 6 Using Terminal Emulation And Keyboard Macros

    Chapter 6 Using Terminal Emulation and Keyboard Macros The terminal emulation interface enables you to access a Tracer 100 or Tracker (model EMTK) site to perform daily operator functions. During a terminal emulation session, you can perform the following tasks: •...

  • Page 56: Accessing Terminal Emulation

    Using Terminal Emulation and Keyboard Macros Accessing Terminal Emulation Use the following procedure to start a terminal emulation session. Note: Close the terminal emulation window when you are finished. Leaving the terminal emulation window open can delay BMN protocol operations for a Tracer 100 because the port is busy. IMPORTANT All letter keys must be in upper-case characters when you use them to communicate with a Tracer 100 or Tracker.

  • Page 57: Accessing Keyboard Macros

    Accessing Keyboard Macros 3. If required, select the desired site from the Select Remote dialog box and click OK. The Site Connection Wizard displays. 4. Select the type of connection you are making with the panel. The Con- nection Manager dialog box displays. •...

  • Page 58: Switching To Another Panel In The Site

    Using Terminal Emulation and Keyboard Macros To run macros from the navigation tree: 1. After connecting to a site, double-click the desired macro node in the navigation tree (see Figure 40 on page 45). If the site has several unit-to-unit panels defined for it, and you want to run a macro in one of these other panels, double-click the site node on the tree.

  • Page 59: Saving Screen Text To A File

    Using Terminal Emulation Screen Options Saving Screen Text to a File To capture the current settings of a Tracer 100 or Tracker panel or to troubleshoot a panel, you might want to save the text that appears in the terminal emulation screen to a file. To save text to a file: 1.

  • Page 60: Copying Text

    Using Terminal Emulation and Keyboard Macros 3. From the Printer Name list, select the printer to which you want to print. 4. Click OK. The session captures the text as it appears in the terminal emulation screen and sends it to the selected printer. After the print capture begins, •...
  • Page 61 Using Terminal Emulation Screen Options 4. Click the Change Foreground Color button. The Microsoft Windows color palette appears. 5. From the palette, select the desired color for the foreground color scheme. 6. Click OK. The changes you selected are saved and the new color scheme displays in the terminal emulation window.
  • Page 62 Using Terminal Emulation and Keyboard Macros BMTX-SVU01B-EN...

  • Page 63: Chapter 7 Displaying And Changing Status Information

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

  • Page 64: Viewing A Graphic From The Navigation Tree

    Displaying and Changing Status Information can also obtain graphics using digital cameras or scanners or by down- loading images from the Internet. You can launch a graphic from: • The navigation tree A target field on another graphic • The Area Control Editor and all UCM editors •...

  • Page 65: Viewing A Graphic From An Editor

    Displaying Status Information on Graphics Figure 43. Graphic with a Target Field Target field Viewing a Graphic from an Editor You can view an object’s graphic from any UCM editor or from the Area editor. To view a graphic from an editor: 1.

  • Page 66: Viewing A Graphic Using The Task Bar Buttons

    Displaying and Changing Status Information Figure 44. Open Graphic Dialog Box 2. Highlight the graphic you wish to open. 3. Click the Open button. Viewing a Graphic Using the Task Bar Buttons After you have viewed several graphics in sequence, you can use the Back and Forward buttons on the task bar to move between them.

  • Page 67: Changing System Values (Overrides And Setpoints)

    Changing System Values (Overrides and Setpoints) Figure 45. Clicking the Close Button to Close a Graphic Close button for the graphic Note: You can also close a graphic using the Tracer Summit main menu. From the File menu, select Close Graphic. Changing System Values (Overrides and Setpoints) With Tracer Summit, you can change system values in several ways.

  • Page 68: Overriding System Values

    Displaying and Changing Status Information With a BCU site, you can change all of these items using different control types within a graphical display. Figure 46 shows an example graphic with the four main control types. Figure 46. Control Types within a Graphic Override Control Setpoint...

  • Page 69: Displaying Override Status

    Changing System Values (Overrides and Setpoints) The Override button for UCMs is active if the BCU is up and communi- cating with the UCM and your workstation, and if the UCM is not under local control. The Override button for an area object is active if the BCU that the area object is saved in is communicating to your workstation.

  • Page 70: Setting Up The Simplified Override Dialog Box

    Displaying and Changing Status Information Setting Up the Simplified Override Dialog Box With the Simplified Override dialog box, the daily operator can change the present value of a property without having to select the priority level. by right-clicking on a property in a graphic. This eliminates the need to access the editor to override the present value.
  • Page 71 Setting Up the Simplified Override Dialog Box 4. Click the Objects tab (see Figure 50). 5. In the Access column, click the checkbox for the following: Analog Output • Binary Output • The appropriate UCMs • 6. Click Save. Figure 50. Objects tab BMTX-SVU01B-EN...

  • Page 72: Accessing The Simplified Override Dialog Box

    Binary outputs • UCMs and applications • Non-Trane BACnet points • Using the Override Control button 1. In a graphic, click on the Override control button (see Figure 49). The Simplified Override dialog box displays (see Figure 52 on page 61)

  • Page 73: Using A Pop-Up Menu

    Accessing the Simplified Override Dialog box Figure 52. Example of a Simplified Override Dialog Box Using a Pop-up Menu Note: If you are not setup to use the Simplified Override dialog box, only the Advanced dialog box displays. See your Site Security Administrator for more information.

  • Page 74: Using The Simplified Override Dialog Box

    Multi-state analog outputs • • UCMs • Non-Trane BACnet points Overriding an Analog Output 1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 54).

  • Page 75: Changing The Min/Max Output Range

    Using the Simplified Override Dialog Box 2. Click on the Manual option in the Auto/Manual knob. This enables the slider bar and text field. 3. Click in the text field and enter a new value. The green indicator in the slider bar moves to reflect the new value. 4.

  • Page 76: Overriding An Analog Output Or Analog Value In A Non-Trane

    1. Open the Simplified Override dialog as described in “Overriding a Binary Output or a Lighting Value” on page 67. The Override dialog box displays (see Figure 56). Figure 56. Non-Trane Analog Output Override Dialog Box Note: Click on the More control button at the bottom of the dialog box to display the Priority Arrays box.

  • Page 77: Overriding A Multi-State Analog Output

    Using the Simplified Override Dialog Box Overriding a Multi-State Analog Output Note: The analog output (AOP) object must be setup in the editor as a multistate object for this view. 1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box”...

  • Page 78: Overriding A Multi-State Output In A Non-Trane Bacnet Device

    1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 58). Figure 58. Non-Trane Analog Output (Multi-state) Override Dialog Box Note: Click on the More control button at the bottom of the dialog box to display the Priority Arrays box.

  • Page 79: Overriding A Binary Output Or A Lighting Value

    Using the Simplified Override Dialog Box 4. Click the Apply button to apply the override and view the results, or click OK to apply the changes and close the dialog box. To return control back to the BAS, see “Releasing Control Back to the Sys- tem”...

  • Page 80: Overriding A Binary Output Or Binary Value In A Non-Trane Bacnet Device

    Overriding a Binary Output or Binary Value in a Non-Trane BACnet Device 1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The Override dialog box displays (see Figure 60). Figure 60. Non-Trane binary Output Override Dialog Box BMTX-SVU01B-EN...
  • Page 81 Using the Simplified Override Dialog Box Note: Click on the More control button at the bottom of the dialog box to display the Priority Arrays box. To perform an override, your default control priority level must be higher than priority level listed in the box.

  • Page 82: Overriding A Ucm Or Application

    Displaying and Changing Status Information Overriding a UCM or Application 1. Open the Simplified Override dialog as described in “Accessing the Simplified Override Dialog box” on page 60. The override dialog box displays (see Figure 61). Note: If you are overriding an application object it must have a Present Value property.

  • Page 83: Releasing Control Back To The System

    Note: Clicking on Auto to release control back to the BAS also removes all user overrides from the priority array. Non-Trane BACnet devices 1. In the Simplified Override dialog box, click on the Release in the Release/Change to knob. 2. Click OK to close the dialog box, or click Apply to view the updated Present Value field and priority arrays.

  • Page 84: Using The Advanced Systems Override

    Displaying and Changing Status Information Using the Advanced Systems Override With the Advanced Override dialog box you can perform the following overrides: Control the object to a different mode or value. By controlling UCMs • and applications, you change the mode. By controlling analog outputs, you change the numerical value.

  • Page 85: Overriding The Present Value Control

    Using the Advanced Systems Override Figure 62. An example of an Advanced Override Dialog Box Overriding the Present Value Control 1. In the Advanced Override dialog box, click the Change Value To but- ton if this option is not already selected. 2.

  • Page 86: Changing Setpoints

    Displaying and Changing Status Information UCMs is active if the BCU is up and communicating with the UCM and your workstation, and if the UCM is not under local control. Note: On BCU sites, the name of the Override button is specific to your site.

  • Page 87: Making A Timed Override Request

    Making a Timed Override Request You can start or cancel a timed override (TOV) request for an area object. Timed override requests for areas can be made from a Trane zone sensor, a BCU operator display, or a Tracer Summit PC Workstation.
  • Page 88 Displaying and Changing Status Information Figure 64. Select Area Dialog Box 2. Select an area to change the timed override status. Then click the OK button. The Timed Override dialog box displays for the area (see Figure 65 on page 76). Figure 65.

  • Page 89: Using The Graphics Pop-Up Menu

    Using the Graphics Pop-up Menu Using the Graphics Pop-up Menu Tracer Summit graphics help lead you through the system. From a graphic you can easily reach the Trend Viewer, editor, schedule and report for the selected piece of equipment, either by using a graphics pop- up menu or by using the task bar buttons.

  • Page 90: Displaying Information On A Graph

    Displaying and Changing Status Information Displaying Information on a Graph With Tracer Summit, you can display information about an object in a Trend Viewer. A Trend Viewer is a graphical representation of data collected by a trend object. By right-clicking on a graphic, you can create a Trend Viewer or open or add to an existing one.

  • Page 91: Chapter 8 Changing Schedules

    Chapter 8 Changing Schedules A schedule is a set of events (instructions) that tells the HVAC (heating, ventilating, air conditioning) equipment connected to Tracer Summit what to do and when to do it. For example, an event in a schedule tells a rooftop unit when to turn on and off.

  • Page 92: Understanding The Scheduling Screen

    Changing Schedules Understanding the Scheduling Screen The main parts of the scheduling screen are described in Figure 67 and Table 3 on page 81. Figure 67. Scheduling Screen BMTX-SVU01B-EN...

  • Page 93: Items On Scheduling Screen Table

    Understanding the Scheduling Screen Table 3. Items on the Scheduling Screen Item No. Name Description Schedule Name field Type the name of the schedule into the field. This option is not available in Tracer 100. Month field Click the left mouse button once on the selection arrow (item 2a) to dis- play a list of months.

  • Page 94: Displaying The Scheduling Screen

    Changing Schedules Displaying the Scheduling Screen For detailed information on the scheduling screen, see the section “Under- standing the Scheduling Screen” on page 80. To display the scheduling screen: 1. Click the Schedule button on the task bar (see Figure 68). The Select Time of Day (TOD) dialog box displays (see Figure 69).
  • Page 95 Displaying the Scheduling Screen Figure 70. Scheduling Screen BMTX-SVU01B-EN...

  • Page 96: Closing The Scheduling Screen

    Changing Schedules Closing the Scheduling Screen For detailed information on the scheduling screen, see the section “Under- standing the Scheduling Screen” on page 80. To close the scheduling screen: Click the Close button (see Figure 71). Figure 71. Closing the Scheduling Screen Click to close scheduling screen If there is any information that you have not saved (for example, if you changed a schedule, but did not save it), a message displays asking if you...

  • Page 97: Selecting The Calendar Month And Day

    Selecting the Calendar Month and Day Selecting the Calendar Month and Day When you display the scheduling screen, the monthly calendar shows the current month. The current day is highlighted on the calendar, and the events for the current day are displayed as time bars in the clock grid. To select a different calendar month and day: 1.

  • Page 98: Displaying The Daily Events In A Schedule

    Changing Schedules Displaying the Daily Events in a Schedule When you display a schedule, the events for the current day are displayed as time bars. You can identify the type of event by holding the mouse over the time bar. To identify the event type: 1.

  • Page 99: Types Of Events

    Displaying the Daily Events in a Schedule Types of Events There are five types of events found in schedules (see Table 4 and Table 5). Table 4. Types of Events in Schedules (BCU Panel) Event Type Description Normal Members follow normal start and stop commands. Optimal Members follow optimal start and stop commands.

  • Page 100: Changing Start Or End Times Of Events

    Changing Schedules Changing Start or End Times of Events You can change the start and end times of events on specific dates. 1. Move the pointer to the event time bar that you want to change (see Figure 74). Figure 74. Selecting an Event on the Scheduling Screen Step 1 2.

  • Page 101: Adding An Exception To A Schedule

    Adding an Exception to a Schedule Adding an Exception to a Schedule An exception allows you to have a one-time change to a schedule. On the same day of the following week, the exception reverts to the normal daily schedule. To add an exception to a schedule: 1.

  • Page 102: Creating An Exception Template

    Changing Schedules Figure 77. Exception/Exception Template Definition Window Step 4 Step 5 Step 6 Step 7 4. Click the Create New Exception Day button. 5. In the Exception Start Date field, click the selection arrows to modify the date, if necessary. 6.
  • Page 103 Creating an Exception Template 3. Click the Exception button. The Exception/Exception Template Defi- nition window displays (see Figure 78). Note: The Exception button is not active unless you have changed events for the selected day. An example change that makes the Exception button active is changing an event’s start or end time.

  • Page 104: Applying An Exception Template

    Changing Schedules Applying an Exception Template 1. Select the day on the calendar that you want to make an exception. 2. From the Edit menu, select Apply Exception or Apply Exception Tem- plate (see Figure 79). The Apply Exception dialog box displays (see Figure 80).

  • Page 105: Modifying An Exception Template

    Modifying an Exception Template Modifying an Exception Template 1. Change the events on a selected day to reflect the desired events. 2. Click the Exception button. The Exception/Exception Template Defi- nition dialog box displays (see Figure 81). Note: The Exception button is not active unless you have changed events for the selected day.

  • Page 106: Handling Holidays For Bcu Panels

    Changing Schedules Handling Holidays for BCU Panels You can define holidays for BCU and Tracer 100 sites. If you are using a Tracer 100 panel, see the section “Handling Holidays for Tracer 100 Pan- els” on page 98. Apply an Existing Holiday to a Schedule You can apply a holiday (for example, New Year’s Day) to a schedule by following the steps in this section.
  • Page 107 Handling Holidays for BCU Panels Figure 82. Selecting the Holiday Button Step 1 Step 2 Figure 83. Define Holiday Window (BCU Panel) Step 4 Step 3 Step 5 BMTX-SVU01B-EN...

  • Page 108: Defining A New Holiday

    Changing Schedules Defining a New Holiday You can define a new holiday that does not already exist. To define a new holiday on a BCU panel: 1. Select the desired day on the calendar and change the daily events to represent the new holiday.

  • Page 109: Modifying A Holiday

    Handling Holidays for BCU Panels Modifying a Holiday Because the dates for many holidays change from year to year, you need to define them each year. To modify a holiday: 1. Select the desired holiday from the schedule and change the daily events as desired.

  • Page 110: Handling Holidays For Tracer 100 Panels

    Changing Schedules Handling Holidays for Tracer 100 Panels The instructions in this section apply to Tracer 100 panels only. Defining New Holiday Dates You can define one or more dates as holidays. Note: When you change a date, it affects all schedules in the Tracer 100 panel.

  • Page 111: Modifying A Holiday Date

    Removing Exceptions and Holidays Modifying a Holiday Date You can change dates for holiday dates that change. If you wish to save changed events for a holiday, see “Linking and Unlink- ing Events to Days” on page 100. 1. Click the Holiday button. The Holiday Dates window displays (see Figure 86 on page 98).

  • Page 112: Linking And Unlinking Events To Days

    Changing Schedules Figure 88. Remove an Exception/Holidays Dialog Box 2. Highlight the exception or holiday you want to remove, then click the Remove button. (The Selection option is the default selection.) To remove all exceptions and holidays, click the All option. (The •...
  • Page 113 Linking and Unlinking Events to Days Figure 89. Save Normal Schedule Window Tracer panel panel Step 3 Step 4 3. To add a linked day, click the day to place a checkmark in its box. To unlink a day, click the day to remove the checkmark. 4.

  • Page 114: Creating Schedule Reports

    Changing Schedules Creating Schedule Reports The schedule report provides information about time of day scheduling activities over a period of time. You select what information goes into the report (holidays, normal events, exceptions), the length of the reporting period (one day, one week, one month, etc.), and how the schedules are sorted in the report.
  • Page 115 Creating Schedule Reports To create a time of day schedule report: 1. From the Scheduling screen click the Report button. The Choose Sort- ing Criteria and Report Period dialog box displays (Figure 91). 2. Select the option that you want the schedules sorted by. 3.

  • Page 116: Adding Event Information To The Report

    Changing Schedules 5. From the Available Schedules for Selected Period list, select the schedules that you want to include in your report. 6. Click the Add button to add those schedules to the Selected Schedules list. Note: To remove a schedule from the list click the Remove button. 7.

  • Page 117: Chapter 9 Handling Alarms And Events

    Chapter 9 Handling Alarms and Events The event log displays a report of all alarms, events, and error messages received at your workstation. Alarms are events with categorys assigned to them. Alarms notify • you when heating, ventilation, or air conditioning (HVAC) equipment is not operating correctly.
  • Page 118 Handling Alarms and Events When an alarm or event occurs and Tracer Summit is displayed on the screen, the alarm or event is added to the event log and displays on the event log. In addition, high priority alarms sound an alarm and flash a red box in the lower right corner of the Tracer Summit window (see Figure 94).
  • Page 119 Handling Alarms and Events When an alarm or event occurs and Tracer Summit is minimized (it is open but not displayed on the screen), the alarm or event is added to the event log. If it is a high priority alarm, an audio alarm sounds and the Tracer Summit button flashes at the bottom of the screen (see Figure 95).

  • Page 120: Displaying The Event Log

    Handling Alarms and Events Displaying the Event Log You should view the event log to: Check the status of your site • Respond to an alarm • Check error messages • To display the event log: 1. Click the Alarms button on the task bar (see Figure 96). 2.

  • Page 121: Understanding The Event Log

    Understanding the Event Log Understanding the Event Log The event log consists of three tabs: Event Log, BCU Event Log, and Error Log (see Figure 96 on page 108). The function of each tab is described in the following sections. Viewing the Event Log Tab When you open the event log, the Event Log tab is active by default (see Figure 96 on page 108).
  • Page 122 Handling Alarms and Events Figure 97. Event Log Tab Table 6. Items of the Alarm and Event Log Item No. Name Description Category column Displays the category alarm for the event. To hide the column, right-click on the column heading. Date/Time column Displays the date and time when alarms and events occurred.
  • Page 123 Understanding the Event Log Table 6. Items of the Alarm and Event Log (Continued) Item No. Name Description Ack Reqd column Displays whether you must acknowledge the alarm. After the alarm is acknowledged, the following displays: • Time and date of the acknowledgment. •...

  • Page 124: Configuring Category Alarm Pop-Ups

    Handling Alarms and Events Configuring Category Alarm Pop-ups You can configure a category alarm pop-up dialog box to display when a new alarm is received in the event log. 1. From the Tools menu, select Options to display the System Options editor General screen (see Figure 98).
  • Page 125 Configuring Category Alarm Pop-ups 2. In the Events table, click on a row underneath the Max Popups field. A drop-down list displays. (see Figure 99). 3. From the drop-down list, select the number of pop-up alarms that you want assigned to a category. Note: The maximum number of pop-ups allowed per category is ten.

  • Page 126: Temporarily Disabling A Category Alarm Pop-Up

    Handling Alarms and Events Temporarily Disabling a Category Alarm Pop-up There may be periods when you will want to temporarily disable category alarm pop-ups from displaying on your screen. For example, in the event that your system goes down and then comes up again, all category alarm pop-ups that occured during the down-time will display simultaneously.

  • Page 127: Using The Pop-Up Dialog Box

    Configuring Category Alarm Pop-ups Using the Pop-up Dialog Box The Pop-up dialog box displays when you double-click anywhere in an event row. It also displays automatically as a category alarm pop-up (see “Configuring Category Alarm Pop-ups” on page 112. With this dialog box you can: Silence or acknowledge an event or alarm •...

  • Page 128: Viewing The Bcu Event Log Tab

    Handling Alarms and Events Viewing the BCU Event Log Tab The BCU event log screen displays alarms and events stored in the local event log of the BCU. Click the BCU Event Log tab to display the BCU event log screen. The event log lists alarms and events in the order they are received with the most recent alarms and events displaying at the top of the event log.

  • Page 129: Viewing The Error Log

    Configuring Category Alarm Pop-ups Viewing the Error Log The error log stores messages regarding global changes, scan tasks and database errors. Click the Error Log tab to display the error log screen (see Figure 104). When this tab is selected, you can delete errors and refresh the error log grid.

  • Page 130: Closing The Event Log

    Handling Alarms and Events Closing the Event Log When you close the event log, the following occurs: The event log (first tab) and error log (third tab) continue to update as • alarms, events, and errors occur. To see the most recent alarms and events from the BCU event log (second tab), click the Go button.

  • Page 131: Silencing The Audible Alarm

    Silencing the Audible Alarm Silencing the Audible Alarm When a high priority alarm occurs, an audible alarm sounds. To silence the alarm: With the Event Log or BCU Event Log displayed, click the Silence button (see Figure 106). Note: After silencing an alarm, you should examine the event log and determine the source of the alarm.

  • Page 132: Acknowledging An Alarm

    Handling Alarms and Events Acknowledging an Alarm Some of the alarms in the event log require operator attention, depending on the type of alarm. If an alarm requires operator acknowledgment, the Ack Reqd column • on the event log displays Yes. If an alarm does not require acknowledgment, the column displays •...

  • Page 133: Acknowledging Alarms Received At The Pc Workstation

    Acknowledging an Alarm Acknowledging Alarms Received at the PC Workstation If your workstation is an event receiver, you can acknowledge alarms or events from the Event Log tab. When you acknowledge an event, a message indicating that the event is acknowledged is sent to other workstations.

  • Page 134: Refreshing The Event Log

    Handling Alarms and Events Figure 108. Requesting Alarms from the BCU Local Event Log Click Go to request new alarms Refreshing the Event Log You can update your event log to display new alarms and events by using the refresh feature. You can refresh the event log either automatically or manually.
  • Page 135 Refreshing the Event Log To manually refresh the event log at the Event Log or Error Log tab: At the appropriate event log tab, click the Refresh button (see Figure 109). Figure 109. Refreshing the Event Log Click Refresh to display the latest version of the event log To manually refresh the BCU event log: Click the Go button (see Figure 108 on page 122).

  • Page 136: Displaying An Expanded Message

    Handling Alarms and Events Displaying an Expanded Message An expanded message provides detailed information about an alarm or event. Not all alarms and events have expanded messages. If an expanded message is available for an alarm or event, a message icon (a small picture of an envelope) displays in the Date/Time column (see Figure 110).

  • Page 137: Sorting The Event Log

    Sorting the Event Log 2. Click the Expanded Message button (see Figure 111 on page 124). The Expanded Message widow displays (see Figure 112). Figure 112. Expanded Message Window 3. After viewing the message, click the Close Window button of the Expanded Message window.

  • Page 138: Rearranging Columns

    Handling Alarms and Events Figure 113. Sorting the Event Log Click to sort by application Click to sort by Click to sort program priority and program Click to sort all Click to sort alarm and event alarms and in control events with alarms and details...

  • Page 139: Hiding Columns

    Filtering the Event Log Hiding Columns 1. To hide or show columns, right-click on a column head. A pop-up menu displays (see Figure 114). Figure 114. Hide or Show Pop-up Menu 2. From the pop-up menu, click the desired option. When you exit the site, your changes are automatically saved.

  • Page 140: Selecting Filter Criteria

    Handling Alarms and Events 2. The Select Filter Criteria area appears with its default criteria selected. You can change the selections to choose the types of alarms and events you wish to view. Filter criteria options are described in Figure 116 and Table 7 on page 128 . 3.

  • Page 141: Setting Up A Default Filter

    Filtering the Event Log Table 7. Filter Selection Criteria Item Title Description Status Allows you to filter by status. The default selection is Acknowledge Required (Ack Req). Event Type Allows you to filter the event log to display a particular type of alarm or event.This field is enabled when you select Choose Type from the Status drop- down list.
  • Page 142 Handling Alarms and Events To change the default filter: 1. Click on any row inside the default filter. The Set as Default Filter button becomes active. 2. Make changes, if any, to the filter. 3. Click the Set as Default Filter button. The button grays out, indicat- ing that a new default filter is setup.

  • Page 143: Printing Alarms And Events

    Printing Alarms and Events Printing Alarms and Events You can print the entire event log, as well as selected alarms and events. You can do this procedure from the Event Log, BCU Event Log or Error Log tab. Note: The following procedures apply to all tabs unless otherwise noted.
  • Page 144 Handling Alarms and Events To print one alarm or event: 1. With the appropriate event log tab displayed, click the desired event or alarm to highlight it (see Figure 120 on page 132). Figure 120. Highlighting an Alarm or Event Step 1 2.
  • Page 145 Printing Alarms and Events Figure 121. Highlighting a Block of Alarms and Events Step 1 Step 2 3. Release the Shift key. 4. From the File menu, select Print. The Print window displays (see Figure 119 on page 131). 5. Click OK to print the selected block of alarms and events. To print several alarms or events: 1.

  • Page 146: Saving The Event Log

    Handling Alarms and Events Figure 122. Highlighting Several Alarms and Events Steps 1–3 4. After you have selected all the alarms or events you want to print, release the Ctrl key. 5. From the File menu, select Print. The Print window displays (see Figure 119 on page 131).

  • Page 147: Deleting Alarms And Events

    Deleting Alarms and Events Figure 124. Save Event Log As Window Step 2 Step 4 Step 3 2. The default file name for the event log is the tab name and the cur- rent date (selected tab-mmddyy). To change the file name, click the File Name field and type the new name.

  • Page 148: Deleting An Alarm Or Event

    Handling Alarms and Events Deleting an Alarm or Event 1. With the appropriate event log tab displayed, click the alarm or event you want to delete (see Figure 125). Figure 125. Deleting an Alarm or Event Step 1 2. Press the Delete key to delete the alarm or event. Note: You can also click with the right mouse button to display a pop- up menu, then select Delete.

  • Page 149: Deleting More Than One Alarm Or Event

    Deleting Alarms and Events Deleting More Than One Alarm or Event 1. With the appropriate event log tab displayed, click the first alarm or event you want to delete (see Figure 126). Figure 126. Deleting More Than One Alarm or Event Steps 1 - 3 2.

  • Page 150: Deleting A Block Of Alarms Or Events

    Handling Alarms and Events Deleting a Block of Alarms or Events 1. With the appropriate event log tab displayed, click the first alarm or event you want to delete (see Figure 127). Figure 127. Deleting a Block of Alarms and Events Step 1 Step 2 2.
  • Page 151 Deleting Alarms and Events 2. Press the Delete key. The entire displayed event log is deleted. Note: If you select the entire log and then decide you don’t want to delete all of the items, press and hold down the Ctrl key, then left-click on one or more items that you don’t want to delete.
  • Page 152 Handling Alarms and Events BMTX-SVU01B-EN...

  • Page 153: Chapter 10 Running Reports

    Chapter 10 Running Reports Tracer Summit allows BCU and Tracer 100 panel users to run standard reports and reports that are tailored to your site. Reports provide infor- mation that you and others can use to make decisions about building operations.
  • Page 154 Running Reports Tracer Summit lets you run, display, print, and save three types of reports—standard live reports, standard trend reports, and custom reports. You can also display, print, and save a previously saved report. Standard Live Reports. Standard live reports show information •...
  • Page 155 Running Reports • Standard Trend Reports. Standard trend reports show how infor- mation changes over a period of time (see Figure 130). Figure 130. Sample Trend Report BCU data and time Main Report Title Body of the report Site name with name and title of the operator generating the report •...

  • Page 156: Running A Standard Live Report

    Running Reports Running a Standard Live Report In Tracer Summit some reports are linked to graphics. A graphic may have one or more associated reports, or have no associated reports. There is another type of standard live report, the site report, described in “Run- ning a Standard Live Site Report”...

  • Page 157: Running A Standard Live Report In Other Situations

    Running a Standard Live Report Figure 132. Standard Live Report in Report Viewer 3. The Select Standard Live Report window displays (see Figure 133). In the Report Name field, select the name of the report you want to run. Figure 133. Select Standard Live Report Window Step 3 Step 4 4.
  • Page 158 Running Reports • One report is already displayed in the Report Viewer and you want to run a different report • The connected site is a Tracer 100 site To run a report: 1. Click the Reports button on the task bar. The Select Report to View window displays (see Figure 134).
  • Page 159 Running a Standard Live Report 5. In the Report Name field, select the report that you want to run. 6. Click OK. If you are using a BCU panel, a selection window displays for the object, application, or equipment you selected (see Figure 136). If you are using Tracer 100, the report will begin to print (see Figure 137).

  • Page 160: Running A Standard Live Site Report

    Running Reports Running a Standard Live Site Report The site report is a standard live report that is not associated with a sin- gle graphic but contains information about many objects or properties throughout the entire site. To Run a Site Report: 1.
  • Page 161 Running a Standard Live Site Report Table 8. Site Reports Report Type Options Description All Objects in Alarm Report • analog inputs and outputs Displays every object of the chosen type that is in • binary inputs and outputs an alarm state. •...
  • Page 162 Running Reports Figure 140. Example Site Report BMTX-SVU01B-EN...

  • Page 163: Running A Standard Trend Report

    Running a Standard Trend Report Running a Standard Trend Report The Standard Trend Report is available only to BCU sites. 1. While viewing a graphic, click the Reports button on the task bar (see Figure 141). If a standard live report is associated with the graphic, it dis- •...
  • Page 164 Running Reports Figure 143. Select Trend Window Step 4 Step 5 4. Select the name of the trend report you want to run. 5. Click OK. The report displays in the Report Viewer (see Figure 144). Figure 144. Standard Trend Report in the Report Viewer BMTX-SVU01B-EN...

  • Page 165: Running A Custom Report

    Running a Custom Report Running a Custom Report Custom Report is available only to BCU sites. 1. Click the Reports button on the task bar (see Figure 145). Figure 145. Reports Button in the Task Bar Step 1 If a standard live report is associated with the graphic, it displays. Click the Reports button again.
  • Page 166 Running Reports Figure 147. Select Custom Report Window Step 4 Step 5 4. Select the name of the custom report you want to run. 5. Click OK. The report displays in the Report Viewer (see Figure 148). Figure 148. Custom Report in the Report Viewer BMTX-SVU01B-EN...

  • Page 167: Displaying A Saved Report

    Displaying a Saved Report Displaying a Saved Report 1. Click the Reports button on the task bar (see Figure 149). Figure 149. Reports Button in the Task Bar Step 1 If a standard live report is associated with the current graphic, it dis- plays.
  • Page 168 Running Reports Figure 151. Open Window Step 5 4. If the report you wish to open is saved in the reports folder (see “Sav- ing a Report” on page 162), select the name of the report. Then go to step 6. 5.
  • Page 169 Displaying a Saved Report Figure 152. Saved Report in the Report Viewer BMTX-SVU01B-EN...

  • Page 170: Displaying A Recently Viewed Report

    Running Reports Displaying a Recently Viewed Report 1. Click the Reports button on the task bar (see Figure 153). The Select Report to View window displays (see Figure 141). Figure 153. Reports Button Step 1 Figure 154. Select Report to View Window Step 2 2.
  • Page 171 Displaying a Recently Viewed Report 4. Click OK. The report automatically displays in the Report Viewer (see Figure 156). Figure 156. Recently Viewed Report BMTX-SVU01B-EN...

  • Page 172: About The Report Viewer

    Running Reports About the Report Viewer When you run a report, it displays on your screen in the Report Viewer (see Figure 157). The buttons you use to move around in a report are described in Table 9. Figure 157. The Report Viewer Click to print Click to close the Report name...
  • Page 173 About the Report Viewer Table 9. Buttons in the Report Viewer Button Description Two Page Displays two pages at one time. Zoom In Displays a close up view of a part of the report. Zoom Out Displays a bigger portion of the report in a smaller size. Close Closes the report.

  • Page 174: Saving A Report

    Running Reports Saving a Report 1. With the report you wish to save displayed, click the Save button (see Figure 158). The Save As window displays (see Figure 159 on page 163). Figure 158. Report Viewer with a Standard Live Report Open Step 1 BMTX-SVU01B-EN...
  • Page 175 Saving a Report Figure 159. Save As Window Step 2 2. Select the folder in which to save the report, if it is not already open. 3. To save the report with a new name, type the new report name in the File Name field (see Figure 160).
  • Page 176 Running Reports Figure 160. Save As Window With New Report Name Step 3 Step 4 Step 5 Note: The report is saved as a Report (*.rpt) type unless you change the type to Text (*.txt). You might want to save the report as text if you need to display the report data in an application pro- gram other than Tracer Summit.

  • Page 177: Printing A Report

    Printing a Report Printing a Report 1. With the report you wish to print displayed, click the Print button (see Figure 161). The Print window displays (see Figure 162). Figure 161. Report Viewer with a Standard Live Report Open Step 1 Figure 162.
  • Page 178 Running Reports 2. To print the entire report, click OK. Note: To print selected pages, click the Pages button and type the page range desired in the From and To fields. BMTX-SVU01B-EN...

  • Page 179: Chapter 11 Using The Trend Viewer

    Chapter 11 Using the Trend Viewer The Trend Viewer is a graphical representation of data collected by a trend object. It displays both live and historical data. With the Trend Viewer you can: Plot overrides, alarms, and events related to the trended point •...

  • Page 180: Setting Up The Trend Viewer

    Using the Trend Viewer Setting up the Trend Viewer 1. From the Site Security editor select the Objects tab (see Figure 1). Figure 1. Objects Tab 2. In the Access column, click the Trend Viewer checkbox. 3. Click Save. BMTX-SVU01B-EN...
  • Page 181 Setting up the Trend Viewer 4. Click the Applications tab (see Figure 2). 5. Select View Only or View/Edit checkbox for the Trend Viewer. 6. Click Save. 7. Click Close. Figure 2. Applications Tab BMTX-SVU01B-EN...
  • Page 182 Using the Trend Viewer 8. From the Menu bar select Setup, and then select Trends. The Select Trend dialog displays (see Figure 3). Figure 3. Select Trend Dialog Box 9. Select a trend from the Name list. BMTX-SVU01B-EN...
  • Page 183 Setting up the Trend Viewer 10. Click OK. The Trend Editor displays (see Figure 4). 11. Click on the Members tab. 12. Check the Harvest Data for this trend checkbox. 13. Check the Enable Historical Trending box (not shown in Figure 4; this only applies to Tracer Summit CCS and Enterprise users).
  • Page 184 Using the Trend Viewer 16. From the menu bar click Tools, and then select Options. The Systems Options screen displays (see Figure 5). Figure 5. Systems Options Screen–General tab 17. At Harvested Trend, click the Keep Harvested Trend Data for drop- down list and select a time frame.

  • Page 185: Setting Up Properties From Pop-Up Menus In A Graphic

    Setting up the Trend Viewer Setting up Properties from Pop-up Menus in a Graphic In order to display a pop-up window with the Open Trend Viewer option available as shown in Figure 6, a property within a graphic must meet the following conditions: The property must be trendable And:...

  • Page 186: Creating A Trend Viewer

    Using the Trend Viewer Creating a Trend Viewer You can create a Trend Viewer from the following: The Setup menu • A property in a graphic • Creating a Trend Viewer From the Setup Menu 1. From the Setup menu, select Trend Viewer. The Select Trend Viewer Object dialog box displays (see Figure 7).
  • Page 187 Creating a Trend Viewer 2. Click on New. The Trend Viewer Member Editor displays Figure 8. Figure 8. Trend Viewer Member Editor 3. In the Type box, select an object type. Your selection determines which object name will display in the Name box. 4.

  • Page 188: Creating A Trend Viewer From A Property In A Graphic

    Using the Trend Viewer 7. Click OK. The Trend Viewer displays (see Figure 10). Figure 10. Trend Viewer Creating a Trend Viewer from a Property in a Graphic Note: You must be online to create a Trend Viewer through a property in a graphic.

  • Page 189: Opening A Trend Viewer

    Opening a Trend Viewer Opening a Trend Viewer There are several ways you can open a Trend Viewer: The Setup menu • A graphic (pop-up windows) • The toolbar • Opening a Trend Viewer from the Setup Menu 1. From the Setup menu, select Trend Viewer (see Figure 11). The Select Trend Viewer Object dialog box displays (see Figure 12).

  • Page 190: Opening A Trend Viewer From A Graphic

    Using the Trend Viewer 3. Click OK. The Trend Viewer displays (see Figure 13). Figure 13. Trend Viewer Opening a Trend Viewer from a Graphic 1. Right-click on a property in a graphic to display the pop-up menu (see Figure 14). Figure 14.
  • Page 191 Opening a Trend Viewer 2. From the pop-up menu, select Open Trend Viewer. The Select Trend Viewer dialog displays (see Figure 15). Note: The Select Trend Viewer dialog box will not display if the prop- erty is a member of only one Trend Viewer object. In this case, the Trend Viewer will display immediately.

  • Page 192: Opening A Trend Viewer From The Toolbar

    Using the Trend Viewer Opening a Trend Viewer from the Toolbar 1. Click the Harvested Trend Viewer toolbar icon in the Tracer Summit task bar (see Figure 16). The Select Trend Viewer Object dialog box displays. 2. Click the trend viewer object you want to display. 3.

  • Page 193: Saving A New Trend Viewer

    Opening a Trend Viewer Saving a New Trend Viewer 1. After the new Trend Viewer displays, click Save. The New Trending Names dialog box displays (see Figure 17). Figure 17. The New Trending Names Dialog Box 2. In the New Trend Viewer Name field you can type in a name for the Trend Viewer object, or keep the default name.

  • Page 194: Adding To A Trend Viewer

    Using the Trend Viewer Adding to a Trend Viewer You can add a property to a Trend Viewer by clicking on a property in a graphic. 1. Right-click on a property in a graphic. A pop-up menu displays. 2. From the pop-up menu, select Add to Trend Viewer. The Select Trend Viewer dialog displays, which lists all of the Trend Viewer objects that the property is not a member of (see Figure 18).

  • Page 195: Working With The Trend Viewer

    Working with the Trend Viewer Working with the Trend Viewer The Trend Viewer plots trend data on a graph. When you are online, data is displayed in the live mode with the ability to show historical data. When you are offline, data is viewed in the historical mode only. The Trend Viewer consists of three main components (see Figure 19): •...

  • Page 196: Trend Viewer Toolbar

    Using the Trend Viewer Trend Viewer Toolbar Table 1 describes the functions of the buttons on the Trend Viewer toolbar. Table 1. Trend Viewer Toolbar Functions Description Button The scroll (axes) button lets you move the x or y-axis. Drag the pointing finger horizontally to move the x-axis and vertically to move the y-axis.

  • Page 197: Trend Viewer Chart

    Working with the Trend Viewer Trend Viewer Chart A Trend Viewer chart consists of the legend, icons, data markers, and grid (see Figure 20). Figure 20. Trend Viewer Chart Legend Data marker Gridlines Icon BMTX-SVU01B-EN...

  • Page 198: Viewing The Legend

    Using the Trend Viewer Viewing the Legend The legend represents members of a trend object. They are displayed in a Trend Viewer chart as data markers. 1. Right-click on a member of the legend. The Settings dialog box dis- plays (see Figure 21). 2.

  • Page 199: Icons

    Working with the Trend Viewer Icons Icons represent event log activity such as alarms, manual overrides, and events. Click on the icon to display a dialog box that contains details about the event (see Figure 22). Figure 22. Event Dialog Box (manual override example) Changing Data Marker Settings Data markers are visual representations of legend members within the trend object.

  • Page 200: Trend Viewer Main Control Buttons

    Using the Trend Viewer Trend Viewer Main Control Buttons The Trend Viewer main control buttons allow you to control and adjust the chart. It puts the chart into live mode and allows you to select the date range, move the chart forward or backward, and save current and new trend objects.

  • Page 201: Selecting A Date Range

    Working with the Trend Viewer Selecting a Date Range The Date Range to Display dialog box is displayed when you click on the Select Range control button. The Available Range field shows the range of time that data is available for members of the Trend Viewer.

  • Page 202: Historical Trends In The Audit Trail Database

    Using the Trend Viewer Historical Trends in the Audit Trail Database Historical trending is used to display data from the Audit Trail database in a Trend Viewer. It is enabled in the Trend editor by checking the Enable Historical Trending checkbox. Note: Historical trending is only available if you are registered to use either the Tracer Summit CCS or Enterprise packages.
  • Page 203 Historical Trends in the Audit Trail Database 2. In the Database Source list, select a database: • Audit Trail SQL Database—displays current data Archived Audit Trail SQL Database—displays historical data • Previously Archived Audit Trail SQL Database—displays histori- • cal data. 3.
  • Page 204 Using the Trend Viewer BMTX-SVU01B-EN...

  • Page 205: Chapter 12 Backing Up Tracer Summit

    Chapter 12 Backing up Tracer Summit You need to back up data to prevent any accidental loss of information in the event of an accidental corruption of data or a hard disk failure. The backup procedures allow you to save copies of the site database, graphic files, and report files to other locations.

  • Page 206: Backing Up A Location

    Backing up Tracer Summit Backing up a Location Backing up a location involves backing up sites and groups. Backing up a location archives the location components to a subdirectory on the hard disk or to other media. You can back up two components for each location: •...
  • Page 207 Backing up a Location Figure 26. Backup Location Dialog Box Step 3 3. If you want the backup file to be saved in a location other than the default directory shown in the Backup File Path field, click Browse. The Select Backup File Name dialog box displays with Site Backup Files (*.bdb) listed in the Save As Type field (see Figure 27).
  • Page 208 Backing up Tracer Summit 5. To change the name of the backup file, type the new name in the File Name field. Note: Keeping backup copies on disks allows you to restore the sys- tem if a new hard drive is installed. We recommend that you save multiple backup files using dates and location names as file names (for example, 06.22.2004 site- name.bdb).
  • Page 209 Backing up a Location 9. To continue the location backup process, click Next. The Backup CPL dialog box displays (see Figure 29). In the Backup CPL dialog box, you can choose to back up custom pro- graming language files (CPL) in addition to the sites or groups you have chosen.

  • Page 210: Backing Up Global Graphics

    Backing up Tracer Summit 12. After you have selected the CPL files, click Backup. The Backup Loca- tion dialog box displays, and the backup process begins (see Figure 30). Figure 30. Site Backup Dialog Box Note: If you want to stop the backup process, click Cancel. Backing up Global Graphics Global graphics are graphics common to multiple sites.
  • Page 211 Backing up Global Graphics 2. Select Graphics from the list. The Backup Graphic dialog box displays (see Figure 32). Figure 32. Backup Graphic Dialog Box—Global Graphics Step 3 Step 4 Step 5 3. Click the Global Graphics button. Note: The Destination Path field shows where the global graphic backup files will be located.

  • Page 212: Backing Up Site Graphics

    Backing up Tracer Summit Backing up Site Graphics Site graphics are graphics that are specific to one site. Backing up graph- ics archives the graphics to a subdirectory on a hard disk or to other media. You can choose to back up all graphics or selected graphics at a site.
  • Page 213 Backing up Site Graphics Figure 34. Backup Graphic Dialog Box—Site Graphics Step 4 Step 3 Step 5 Step 6 3. Click the Site Graphics button. Note: The Destination Path field shows where the site graphic backup files will be located. If you want to change the destination path, click Browse.

  • Page 214: Backing Up Reports

    Backing up Tracer Summit Backing up Reports Backing up reports archives a copy of saved reports to a subdirectory on the hard disk or to other media. You can back up any and all reports of a specific type at a site. To back up reports: 1.
  • Page 215 Backing up Reports Figure 37. Backup Reports Dialog Box Step 7 Step 5 Step 6 Step 8 5. In the Type field, select the type of report to back up. If you want to select all the report types, select All. 6.

  • Page 216: Backing Up Custom Screens

    Backing up Tracer Summit Backing up Custom Screens Backing up custom screens allows you to save backup files of your custom screens to a subdirectory on a hard disk or to other media. You can choose which custom screens you wish to save. Note: You can perform this procedure only if you are using a BCU with operator display panel and have created custom screens.
  • Page 217 Backing up Custom Screens 3. In the Custom Screens field, select a custom screen. Then, click the Add button to add it to the Select Custom Screens list box. Note: To select all the custom screens for backup, click Add All. 4.
  • Page 218 Backing up Tracer Summit Figure 41. Backup Custom Screens Dialog Box BMTX-SVU01B-EN...

  • Page 219: Chapter 13 Changing Chiller Plant Status Information

    Chapter 13 Changing Chiller Plant Status Information The Chiller Plant Control program is used to coordinate chillers and pro- vide system chilled water control. The program performs four main func- tions: • It controls leaving water temperature by adding chillers as the build- ing cooling load increases.

  • Page 220: Viewing Chiller Plant Control Status

    Changing Chiller Plant Status Information Viewing Chiller Plant Control Status From the Status menu, select Chiller Plant Control Status (see Figure 42). Note: This menu selection is not available if no chiller plant object exists in the site. Figure 42. Status Menu •...

  • Page 221: Resetting Chiller Failures

    Resetting Chiller Failures Figure 43. Chiller Plant Control Status System Screen Resetting Chiller Failures You can reset all failures or an individual chiller failure. Resetting an Individual Chiller Failure 1. From the Status menu, select Chiller Plant Control Status. The Chiller Plant Control Status System screen displays.
  • Page 222 Changing Chiller Plant Status Information Figure 44. Chiller Plant Control Status Chillers Screen 3. Click the name of the chiller to be reset. 4. Click Reset Chiller Failure (this button is available only if the high- lighted chiller is marked failed). A warning message displays (see Figure 45).

  • Page 223: Resetting All Chiller Plant Failures

    Resetting Chiller Failures Resetting All Chiller Plant Failures 1. From the Status menu, select Chiller Plant Control Status. The Chiller Plant Control Status System screen displays (see Figure 46). If a failure exists, the message “Failure Exists” displays in red in the Operating Mode field.
  • Page 224 Changing Chiller Plant Status Information Figure 47. Failures Dialog Box 3. Click Reset All Failures. A warning message displays (see Figure 48). This message explains that all failed chillers will be re-inserted into the sequence. Figure 48. System Failure Reset Warning 4.

  • Page 225: Forcing A Chiller To Be Added

    Forcing a Chiller to be Added Forcing a Chiller to be Added 1. From the Status menu, select Chiller Plant Control Status. The Chiller Plant Control Status System screen displays. 2. Click Force Add (this button will be active only if chillers are avail- able to be added).

  • Page 226: Making A Chiller Unavailable

    A chiller is available only if both the button and a programmed referencer make it available. If your chiller does not change sta- tus after you click Make Unavailable, contact your Trane Ser- vice representative for further information. Making a Chiller Available 1.

  • Page 227: Forcing The Chiller Sequence To Be Rotated

    Forcing the Chiller Sequence to be Rotated Forcing the Chiller Sequence to be Rotated The Chiller Plant Control Sequence Numbers screen displays the current rotation sequence of all chillers that have a rotation type of normal. Base, peak, and swing chillers do not appear on this display. You can rotate the sequence of chillers by selecting the Rotate button, or by manually reshuffling the sequence by using the New Sequence Number up and down arrows (see Figure 51).
  • Page 228 Changing Chiller Plant Status Information Figure 52. Chiller Plant Control Status Chillers Screen 4. Click Change Sequence Numbers. The Chiller Plant Control Sequence Numbers dialog box displays (see Figure 53). Figure 53. Chiller Plant Control Sequence Numbers BMTX-SVU01B-EN...
  • Page 229 Forcing the Chiller Sequence to be Rotated 5. Make a selection: To rotate sequence numbers automatically, click Rotate to cause a • normal rotation of all the chillers. To rotate sequence numbers manually, click the sequence number • of the chiller to be rotated. Then click the New Sequence Number arrows until the desired sequence appears in the New Sequence column.
  • Page 230 Changing Chiller Plant Status Information BMTX-SVU01B-EN...

  • Page 231: Glossary

    Glossary Air-handling unit. Alarms A notification that HVAC equipment is not operating correctly. For exam- ple, an alarm is generated when communication is down between an HVAC unit and the BCU, or when a filter on an HVAC unit is dirty. Area A defined space in a facility that can be anything from a single office, a group of offices, a large open warehouse, or a manufacturing site.
  • Page 232 Glossary Custom reports Reports that are specially designed for your environment. Exhaust air. Exhaust air damper. Economizer control The opening or closing of various HVAC dampers to cool a building with outside air, usually when the outside air is 60ºF to 75ºF. Event log The event log feature consists of three tabs: Event log, BCU event log, and error Log:...
  • Page 233 Glossary Filtering A way to make the event log display only the alarms and events that meet criteria you specify. The alarms and events that do not match the criteria are not listed in a filtered event log. Hardware The PC Workstation equipment that runs the software. Heat pump Equipment that uses the refrigerant system to provide heating or cooling by reversing the flow of the refrigerant through the condenser and evapo-...
  • Page 234 Glossary Macro See Keyboard Macro Member A piece of equipment that serves an area. Members might be heating, cooling, lighting, or ventilation devices. Mode Indicates whether an area is attempting to heat the space or cool the space, depending on area’s inside temperature and setpoints. Modem An acronym for modulator and demodulator.
  • Page 235 Glossary Object An element in the Tracer Summit system. Everything in the system is an object, including input/output points, applications, and all UCMs. Once created, each object has characteristic information or properties that can be viewed, referenced, and applied throughout the Tracer Summit sys- tem.
  • Page 236 Glossary PC Workstation Personal computer workstation. You perform all of the daily operations tasks at the PC (personal computer) workstation using Tracer Summit software. The PC Workstation and Tracer Summit software are connected to the building control units and the unit control modules. The workstation consists of these main components: •...
  • Page 237 Timed override (TOV) Timed override enables building occupants and management staff to override HVAC and lighting equipment to an occupancy status. You can perform overrides from a Trane zone sensor, a BCU operator display, or a PC Workstation. Tracer 100 panel series The Tracer product line of building management systems.
  • Page 238 Glossary UCP1 Unit control panel 1. UCP2 Unit control panel 2. Variable air volume (VAV) Air distribution system that varies the volume of air supplied to a system to maintain acceptable space comfort conditions. Zone The smallest area of control in an HVAC system. A zone is characterized by a single thermostat or zone temperature sensor.

  • Page 239: Reader Response Form

    Index Index Backup function, 193 Chiller plant Backing up CPL files, 197 Adding a chiller, 213 Accessing the trend viewer through Canceling, 198 Chiller status display, viewing, a graphic, 175 Custom screens, backing up, Control capabilities, 207 Acknowledgment of alarms Frequency of backups, 193, 194 Failure, 207 Acknowledge Alarm button, 120...
  • Page 240 Index Daily Operations Tutorial Default file name of, 135 Feedback, 3 Computer-based training, 3 Definition, 220 Filtering event log, see Event log Main menu, 22 Deleting, 138 filters Obtaining continuing education Deleting items from, 135 Focus on Your System, 3, 9 credit, 23 Error Log tab, 117 Force add, 213...

  • Page 241: Index

    Member, 222 Opening the dialog box, 72 Home button, 35 Menu Overriding a Binary Output, 67 HVAC equipment, 1 Closing, 34 Non-Trane, 68 Definition of HVAC, 221 Opening, 34 Scheduling for, 79 Overriding a Multi-State Analog Menu bar, 34 Output, 65...
  • Page 242 Index Selecting a standard live report, Changing from a graphic, 55, 74 Status information 146, 148 Definition, 224 Changing, 51, 55-75 Selecting a standard trend Event in a schedule, 87 Chiller plant, 207 report, 151 Displaying, 51 Setting, 173 Viewing report from a graphic, Viewing from a graphic, 51-55 Silencing an audible alarm, 119 System values...
  • Page 243 Task bar, 35 equipment Users Network, 3 Tracker definition, 225 monitoring sites, 1 references, 5 Web, Trane, 3 Trane home page, 3 Tree button, 36 Trend, 185, 188 XLS file, see Spreadsheet Definition, 225 Report, see Standard trend report Trend Viewer...
  • Page 244 Index BMTX-SVU01B-EN...
  • Page 245 Please send this form 8. The best aspect of this guide is __________________________________ by fax or mail to: _______________________________________________________________ Trane GCS Product Communications 4833 White Bear Parkway 9. If we were to change one aspect of this guide, it should be _________ St.
  • Page 246 A business of American Standard Companies www.trane.com Trane has a policy of continuous product and product data improvement and reserves the right to For more information, contact your local Trane change design and specifications without notice. Only qualified technicians should perform the installa- office or e-mail us at comfort@trane.com...

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