PowerLogic ION Setup 2.
Conventions Used in this Guide This section describes the symbols and terminology used in this guide. Symbols DANGER This alerts you to things that may cause serious injury to a person. Only qualified, properly trained personnel should perform these procedures. CAUTION This alerts you to things that may cause loss of data, damage to your computer or your devices. NOTE A note provides you with additional information that you might want to consider.
Contents Chapter 1 Introduction ................................................................... 7 Chapter 2 Configuring ION Setup ............................................... 21 Chapter 3 Adding and Configuring Devices .............................. 41 Chapter 4 Using the Setup Assistant ......................................... 73 Chapter 5 Monitoring Your Network ......................................... 109 Chapter 6 Troubleshooting ......................................................
Chapter 1 Introduction PowerLogic™ ION™ Setup is a user friendly configuration tool that provides an intuitive environment for setting up and verifying settings on PowerLogic meters and other devices. Devices can be configured over communications links whether they are locally or remotely located. Hard drive footprint and memory requirements for ION Setup are minimal, so it is easy to install and use. Typically, you can perform basic setup through the meter’s front panel or remote display.
Introduction ION Setup User Guide ION Setup Features ION Setup software provides configuration support for a variety of devices: Basic Configuration Method Devices Setup Screens Setup Assistant Real-time Data Display Branch Circuit Power Meter (BCPM and BCPMSC) yes1 Enercept yes1 yes E5600 yes1 yes ION6200 yes1 yes ION7300 / ION7330 / ION7350 yes yes ION7550 / ION7650 / ION7550 RTU yes yes ION8600 yes yes ION8800 yes yes PM700 series yes1 PM800 series yes1 Legacy Devices 300
ION Setup User Guide Introduction System Requirements Minimum: Pentium 90 or compatible processor Recommended: Pentium 133 or faster processor Windows Vista, Windows XP, Windows 2003, Windows 2000 or Windows 98 Mouse or pointing device VGA display 16 MB RAM (32 MB or greater recommended) 30 MB free hard-drive space © 2010 Schneider Electric. All rights reserved.
Introduction ION Setup User Guide Overview This ION Setup User Guide is designed to introduce you to ION Setup software and quickly get the system up and running. You should use this guide: To learn about the main features of ION Setup. To view the main windows of ION Setup and find out how each is used. To read an overview of the ION Setup workflow and tasks. Assumptions This guide assumes that: You have a working knowledge of electrical systems.
ION Setup User Guide Introduction To search for a topic in the online help index: 1. Click the Search tab on the left side of the help index window. 2. In the box at the top of the Search tab, type a keyword and click List Topics. 3. Double-click on a topic to display it, or select the topic and click Display. The topic is displayed and the search word or phrase is highlighted. Web links ION Setup also provides links to the PowerLogic website.
Introduction ION Setup User Guide Installing ION Setup To install ION Setup: 1. Download IONSetup.exe from the PowerLogic website and double-click to begin the installation. 2. Run IONSetup.exe and enter the appropriate serial number. If you want a shortcut to ION Setup on your desktop, select Yes when prompted.
ION Setup User Guide Introduction Communicating with Devices ION Setup uses one or more ports to communicate with the devices at each site in the system. Each port of the workstation running ION Setup can connect to one or more remote sites using a variety of communications hardware options.
Introduction ION Setup User Guide Connecting to serial devices If you want to connect your computer to a single meter, you can use either RS-232 or RS-485: If the computer is less than 50 ft (15 m) from the meter, use either RS-232 or RS485. If the computer is more than 50 ft (15 m) from the meter, but less than 4000 ft (1200 m), use RS-485. To connect your computer to more than one meter, you must use RS-485.
ION Setup User Guide Introduction Mode Port Baud SW1 SW2 SW3 SW4 SW5 SW6 RS-485 Flow Control with Auto Baud Rate Detect (Modem) DCE N/A OFF ON OFF ON ON OFF RS-485 Flow Control with Hardware RTS (Serial) DCE N/A ON OFF ON ON ON OFF Optical probes ION Setup supports optical probe communications for meters equipped with compatible optical IR ports. Refer to “Optical probe communications” on page 45 for details.
Introduction ION Setup User Guide ModemGate feature Some ION meters are equipped with an internal modem that you can set up as a communications gateway to connect to multiple RS-485 devices (e.g., on a remote site). For more information, refer to the technical note The ION meter as a ModemGate. Manually operating modems NOTE To stop modem communications (for example, if the remote modem is not responding), press the ESC key on your keyboard.
ION Setup User Guide Introduction For instructions on communicating with Ethernet devices, see “Adding and Configuring Devices” on page 41. Using Ethernet Gateways or Modbus Gateways Some Ethernet-capable devices can also serve as communications gateways. An Ethernet gateway device provides a communications link between its Ethernet port and its serial port.
Introduction ION Setup User Guide In order to avoid communications issues: Baud rate, protocol and data format settings need to be the same for all the connected serial devices. Each serial device must have a unique Unit ID. The gateway device must have the same baud rate and data format settings as the connected serial devices, if these can be configured.
ION Setup User Guide Introduction ION7550 / ION7650 Modbus gateway ION7550 / ION7650 meters (firmware v350 or later) also support Modbus gateway communications. This allows you to use the meter to provide Modbus RTU communications support for up to 16 downstream Modbus RTU devices on the same serial communications loop. When you configure the meter as a Modbus gateway (in addition to the general settings listed above), the protocol for the serial communications port must be set to Modbus Master.
Introduction ION Setup User Guide List of Common Procedures This section lists procedures commonly performed in ION Setup: How do I...? Add a new meter: See “Adding a New Meter” on page 53. Add a new site: See “Adding and Configuring Sites” on page 49. Apply TOU profiles: See “Time of Use (TOU) Screen” on page 93. Clone a meter configuration: See “ACCESS Meter Cloning” on page 72. Configure interval/depth: See “Configuring Interval/Depth” on page 91.
Chapter 2 Configuring ION Setup This section describes ION Setup logon and logoff procedures, how to establish user accounts, and how to implement security features. In this chapter Starting, Logging On and Logging Off . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Starting ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Logging Off or Shutting Down ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring ION Setup ION Setup User Guide Starting, Logging On and Logging Off The following sections outline the initial start up of ION Setup, logon options and procedures and how to exit and log off. Starting ION Setup The following sections outline the startup modes for ION Setup and the procedures for initial and subsequent ION Setup startup. Startup and View Modes The following table outlines the ION Setup startup modes.
ION Setup User Guide Configuring ION Setup Starting an ION Setup Installation for the First Time NOTE If ION Setup does not appear on your Programs menu or one of its submenus, use the Find or Search feature from the Start menu to locate the program file (i.e., IONSetup.exe). 1. Click the ION Setup shortcut on your desktop (or click Start > Programs, point to the folder that contains ION Setup, then select ION Setup). The User Profiler dialog box appears. 2.
Configuring ION Setup ION Setup User Guide Selecting or clearing this box determines whether you connect to a single device or a network of devices 4. Click OK. Either the Connection Type dialog box or the Network Viewer appears. See “Single Device Mode and Network Mode” on page 42 for more information on the modes of operation. Switching between startup modes The following sections provide instructions on how to switch from your current startup mode.
ION Setup User Guide Configuring ION Setup 4. Select the mode you want to switch to from the Startup Mode list. 5. Click OK. The next time you launch ION Setup, it will use the selected startup mode. Temporarily switching to Power User mode To temporarily switch to Power User mode from Metershop Technician or Network mode: 1. Select File > Exit. The Exit Options dialog box appears. 2. Select User Logoff and click OK. The log on dialog box appears. 3.
Configuring ION Setup ION Setup User Guide Using the Network Viewer Menu Bar Tool Bar Left Pane (Network Viewer) Right Pane (Content Viewer) Status Bar Menu bar Selecting a heading on the menu displays a list of available commands. Use the mouse or keyboard to select a command from the menu bar. To select a command from the menu bar: 1. Click on a menu (or press ALT and then type the underlined letter in the menu name). A list of commands appears. 2.
ION Setup User Guide Configuring ION Setup Toolbar The toolbar consists of a row of buttons offering quick access to the commands that are used most frequently. Commands on the toolbar are also available from the menu bar. Note that depending on your selection and the view mode you are in, some toolbar buttons might be disabled.
Configuring ION Setup ION Setup User Guide The first time you run ION Setup, the right-hand side of the screen displays icons representing the different component of the item currently selected in the Network Viewer. Status bar The status bar displays the status of the application or a brief description of the currently selected command or toolbar button. ION Setup Commands Below is a complete list of commands available from the menu bar.
ION Setup User Guide Configuring ION Setup Menu Command Chart Data Displays the Chart Properties dialog box, where you can select the data you want to plot and determine the appearance of the chart Broadcast Time Displays the Broadcast Time dialog box, where you can broadcast the present PC time to all the devices in one or more sites Modem Control Displays the Modem Control dialog box, where you can select which modem site you want to dial Diagnostics Displays diagnostics data for the selected it
Configuring ION Setup ION Setup User Guide Network and Content Viewer icons The icons below represent the items in the Network and Content Viewers. All icons, except the system icon and workstation icon, can be added or deleted. This is the system icon. It represents the entire network, including the workstation running ION Setup and all connected devices. It is the top level of the Network Viewer; it cannot be deleted or changed. This represents the workstation that is running ION Setup.
ION Setup User Guide Configuring ION Setup Viewing Options The ION Setup Content Viewer can display either setup screens or data screens. The selected view mode determines which type of screens ION Setup displays. Setup screens are displayed the first time ION Setup is started. Once you have finished configuring the devices on your network, you can switch to data display mode. The options available are View Setup Screens or View Data Screens.
Configuring ION Setup ION Setup User Guide Energy and Demand screen Viewing by Site, Group or Both See “Working in Network Mode” on page 48 for detailed information on sites and groups. You can display network items by site or by group, or you can display both sites and groups. Select the option you want under the View menu (or click the appropriate button on the toolbar). Displays both site and group information. Displays site information only. Displays group information only.
ION Setup User Guide Configuring ION Setup Basic versus Advanced Mode ION Setup displays setup screens either in Basic Configuration or Advanced Configuration mode. Basic Configuration mode is available for all supported devices. For details, see “Working in Basic Configuration Mode” on page 60. Advanced Configuration mode is only available on meters that are designed and built using the ION architecture. For details, see “Working in Advanced Configuration Mode” on page 65.
Configuring ION Setup ION Setup User Guide Setting Up Options After you have installed ION Setup and connected your ION meters and communication hardware, you are ready to use the software. Initially you are the administrator for ION Setup; you should set up your desired options before granting access to other users. NOTE Some of the options are available only at the supervisor security level. See “Applying Security” on page 38 for more detailed information on the security systems in ION Setup.
ION Setup User Guide Configuring ION Setup Connect on selection: If you select this check box, ION Setup automatically attempts to connect with a device when you click on that device’s icon in the Network Viewer. If this option is not selected, a prompt appears when you click on a device icon, giving you the option to connect. Startup Mode: This option allows you to select how ION Setup starts. Select the mode you want to use from the list.
Configuring ION Setup ION Setup User Guide Group: This box is usable by Supervisor-level personnel only. It is used to select the group/security level (see above) for a new or existing user. Users: This box displays the user names that belong to the selected group/security level. The options in this box are available to Supervisor-level personnel only. HHF tab The HHF tab is where you can enter MV-90 .hhf (hand-held format) file configuration details through ION Setup.
ION Setup User Guide Configuring ION Setup Conventions tab Phasor Rotation: This option lets you select the phasor rotation for real-time phasor display. You can set the display to rotate clockwise (90 degrees at the 6 o’clock position) or counterclockwise (90 degrees at the 12 o’clock position). This allows you to alter the phasor display angle so indicators are visible. (See “Phasor Viewer” on page 103.
Configuring ION Setup ION Setup User Guide Applying Security NOTE You can only create users in Power User startup mode and cannot switch to other modes if non-default users exist in ION Setup. If you create a user in another mode, ION Setup switches to Power User mode. The default user is supervisor (username) and 0 (password). See “Starting ION Setup” on page 22 for information startup modes. ION Setup software provides a four-level security access system.
ION Setup User Guide Configuring ION Setup 2. Select the Security tab and use the available buttons to add new accounts, delete existing accounts or edit existing accounts (for example, to change password information). Both user names and passwords are case sensitive. Creating new user accounts: Only Supervisor-level users can create new user accounts. 1. From the Group box, select the new users security level then click Add. 2. Type the new user name in the Log On field.
Configuring ION Setup Page 40 ION Setup User Guide © 2010 Schneider Electric. All rights reserved.
Chapter 3 Adding and Configuring Devices This section describes the difference between Single Device mode and Network mode. It outlines Network mode procedures for adding sites, groups and devices. This section also explains how to configure devices in Basic Configuration mode and Advanced Configuration mode.
Adding and Configuring Devices ION Setup User Guide Single Device Mode and Network Mode ION Setup provides two modes of operation: Single Device mode and Network mode. As the name indicates, Single Device mode allows you to communicate with and quickly configure one device. The Network mode allows you to configure multiple devices, sites, and groups, and is especially useful if you require frequent communications with multiple devices.
ION Setup User Guide Adding and Configuring Devices NOTE While in Single Device mode, the Network Viewer only displays the meter to which you are connected. To view other meters on your network, you must be logged on in Network mode. Logging on in a different mode The instructions for logging on in a different mode of operation depend on the startup mode you are currently using for ION Setup. Switching modes when in Power User startup mode 1. Click File > Exit or click the Windows exit icon.
Adding and Configuring Devices ION Setup User Guide Working in Single Device Mode When you log on in Single Device mode, the Connection Type dialog box appears. Select your desired connection type and enter the required information in the fields provided. Once you have entered the connection information and configured your site properties using the Settings button, click OK. The ION Setup Network Viewer opens. The device you are connected to appears in the left pane of the Network Viewer.
ION Setup User Guide Adding and Configuring Devices Using Serial Communications To connect using serial communications, click Serial in the Connection Type dialog box and select the appropriate serial port. Click the Settings button to set General and Timings configurations. Optical probe communications To communicate with a meter through an optical probe, follow the setup instructions supplied by the optical probe manufacturer. Use the probe to connect the meter to the laptop/computer running ION Setup.
Adding and Configuring Devices ION Setup User Guide Using Ethernet Communications If your device has Ethernet capability, connect by entering the IP address of the device in the Ethernet box of the Connection Type dialog box. Your IT department can supply IP address information. Using Offline Programming Offline programming allows you to create, edit and test your ION device template files without being connected to a physical ION meter.
ION Setup User Guide Adding and Configuring Devices 2. Browse to the .exe file that contains your desired meter type and firmware version (for example, “8500 V231 9S.exe”). ION Setup takes a moment to load the offline configuration file. This file exactly duplicates the function of a meter. Once loaded, ION Setup defaults to the Setup Assistant for you to begin your template configuration. 3. Make your configuration changes as required. 4.
Adding and Configuring Devices ION Setup User Guide Working in Network Mode Unlike Single Device mode, Network mode allows you to add sites, groups and multiple devices, and save your network configuration. TIP You can configure ION Setup to always open in Network configuration mode. See “Starting ION Setup” on page 22 for more information.
ION Setup User Guide Adding and Configuring Devices Setting Up a Network in ION Setup Ethernet site Ethernet devices Ethernet Gateway Modem site RS-485 devices remote serial device The following summarizes the process for setting up a network in ION Setup: 1. Install and wire your meters, following the instructions and warnings in the meter-specific documents. 2.
Adding and Configuring Devices ION Setup User Guide Adding a serial site in ION Setup See “Using Serial Communications” on page 13 for general information on serial communications and network setup. 1. Right-click the workstation icon and select Insert Item. The New Network Item dialog box appears. 2. Select Site and click OK. The New Site dialog box appears. Select the General tab. 3. Type a name identifying the site in the Name box. 4. Select Serial from the Comm Link options. 5.
ION Setup User Guide Adding and Configuring Devices 7. Edit the values on the Timings and Polling, if needed. These tabs contain other site communications parameters which, in most cases, do not need to be modified from the default settings. See “Editing Site Properties” on page 55 for information regarding the settings on these tabs. 8. Click OK. The site is added to the network viewer. You can now add devices to your site; see “Adding a New Meter” on page 53.
Adding and Configuring Devices ION Setup User Guide 1. Right-click the workstation icon and select Insert Item. The New Network Item dialog box appears. 2. Select Site and click OK. The New Site dialog box appears. Select the General tab. 3. Type a name identifying the site in the Name box. 4. Select Ethernet from the Comm Link options then select the Gateway checkbox. 5. Type the IP address of the gateway device and select the port number from the dropdown list in Gateway Info.
ION Setup User Guide Adding and Configuring Devices When using an ION7550 / ION7650 as a Modbus gateway, you do not need to add it as a gateway site in ION Setup; simply configure the meter as follows: 1. Add the meter as an Ethernet meter in ION Setup. See “Adding a New Meter” on page 53 for instructions. 2. Connect to the gateway meter in Basic Configuration mode. 3. Double-click the Setup Assistant icon to open it, then navigate to Communications > Serial Settings. 4.
Adding and Configuring Devices ION Setup User Guide Grouping Devices What is a group? A group is a feature that lets you define a logical grouping of meters. For example, you can have a group of meters dedicated to power quality monitoring or a group of meters defined by location. Groups are always attached to the System icon. Devices within each group are attached to both the group and the site. All the meters in the site Meters grouped by location or purpose Creating a group 1.
ION Setup User Guide Adding and Configuring Devices Assigning a Device to a Group The ION Setup Network Viewer supports the same drag-and-drop feature available in Windows Explorer. To assign a device to a group: 1. From the View menu, select Both Sites and Groups (or click toolbar). on the 2. If the group has not yet been created, create the group so you have a destination for dragging. See “Creating a group” on page 54 for details. 3.
Adding and Configuring Devices ION Setup User Guide NOTE You cannot modify a site that has devices connected to it. The Site Properties dialog box has the following tabs: General Name: Enter a unique name for the site in the Name box. Comm Link: Select the appropriate communications type and fill in the required information. Serial: Select the appropriate Comm Port and Port Settings. Modem: Enter the phone number and click the button beside Modem Settings to configure your modem settings.
ION Setup User Guide Adding and Configuring Devices Ethernet: Select the Gateway checkbox if the site is an Ethernet Gateway. Refer to “Adding a new Ethernet gateway or Modbus gateway site in ION Setup” on page 51 for more information. Timings Response Delay: Specify a Response Delay (in milliseconds). Transmit Delay: Specify a Transmit Delay (in milliseconds). Byte Timeout: Specify a Byte Timeout (in milliseconds).
Adding and Configuring Devices ION Setup User Guide Next Connection: View when polling next occurs on the selected site. Broadcast Interval: Specify hours and minutes between polling intervals. Timezone: Specify local time zone. Editing Group Properties Right-click the group you want to edit, then select Properties. Type in a unique name for the group and click OK. Editing Meter Properties Expand the site (by double-clicking the site icon) where your meter is located.
ION Setup User Guide Adding and Configuring Devices IP Port: This contains the port number of the device to which you are connected. The following table lists the ports used for Ethernet communications: IP Port1 Description 502 Modbus TCP 7700 ION (direct) 7701 Modbus RTU over Ethernet 23 Telnet (used for meter diagnostics) 1 Some meters support email (SMTP through port 25) and webpages (HTTP through port 80). Group: This box displays the name of the group that the meter belongs to.
Adding and Configuring Devices ION Setup User Guide Working in Basic Configuration Mode All meters supported by ION Setup can be edited in Basic Configuration mode. Depending on the device type, ION Setup may display individual icons that represent the setup parameter groups for that device, or the Setup Assistant icon. Double-click these icons to configure the device parameters. Double-click the icon to start the Setup Assistant. See “Using the Setup Assistant” on page 73 for details.
ION Setup User Guide Adding and Configuring Devices Enumerated: Click the button and select an option from the list. Numeric bounded: Select Numeric Bounded Format from the list and enter a numeric value in the box. Elapsed Interval: Select Elapsed Interval Format from the list. Enter the days, hours, minutes and seconds, and use the +/- drop down to indicate the interval direction. Date/Time: Select Date/Time Format from the list. Select the month, day and year and enter the time. 5.
Adding and Configuring Devices ION Setup User Guide Setup Screen Examples There are some setup register types that allow you to select one or more options, as depicted below: Example 1 Click to the checkbox to select (check) or clear (uncheck) your selection. If there are additional setup screens, click Next. Configure the remaining setup parameters, then, click Finish. Example 2 Click an item to highlight it, then click the button to add it to the list of selected items.
ION Setup User Guide Adding and Configuring Devices Example 3 Use the controls on these areas to define and configure the selected (i.e. highlighted) parameter on the left. Click the Add button to add a new parameter to the above list. To remove an existing parameter, select it first, then click Delete. Delete is typically used when you want to make room for a new parameter (after the maximum limit is reached). Example 4 Click the + symbol to expand the list to find your desired parameter.
Adding and Configuring Devices ION Setup User Guide Typical Meter Setup Parameters Some setup parameter groups are common and available to all meter types (such as Basic Setup, for configuring PT and CT ratios and other system parameters). Other setup parameter groups are available only on meter types that support certain features (such as Waveform Capture). Refer to your meter documentation for information on how to set up the features supported by your meter.
ION Setup User Guide Adding and Configuring Devices Working in Advanced Configuration Mode Advanced Configuration mode is available on meters that are designed and built using the ION architecture. TIP For devices that support Advanced Configuration mode, hold down CTRL and click the meter icon to switch between Basic Configuration mode and Advanced Configuration mode. For information on basic configuration using the Setup Assistant, see the topic “Setup Assistant Overview” on page 74.
Adding and Configuring Devices ION Setup User Guide NOTE When working in Network mode, Advanced and Basic views are device-specific rather than global. This allows you to view one meter in Advanced mode and another in Basic mode. Overview of ION Architecture ION architecture forms the basis of every component in the ION network.
ION Setup User Guide Adding and Configuring Devices The types of modules available in an ION meter and the number of each type that may be used depend on the kind of device. The ION7650, for example, has 50 Data Recorder modules. The ION6200, on the other hand, has none. Refer to the ION Device Templates Reference, available from the website, for information on the available modules for specific devices. ION registers ION modules can have a number of setup registers and output registers.
Adding and Configuring Devices ION Setup User Guide Creating custom module labels ION Setup allows you to create custom labels for modules. To create a custom label: 1. Right-click on the module icon you want to label. 2. Select Rename from the pop-up menu. 3. Type the new label into the Name box. 4. Click Send to send your changes to the device. NOTE The number of labels available on an ION meter is limited.
ION Setup User Guide Adding and Configuring Devices To create a link between ION modules: 1. Double-click the module whose input you want to link. 2. Select the Inputs tab. 3. The Parameters box lists all the inputs of the selected module as well as the labels of the output registers that are currently linked to each input. To create a new link (or change an existing one), select the input and click the Edit button. 4. The ION Input Selection dialog box appears.
Adding and Configuring Devices ION Setup User Guide Once you have selected an output register, click the OK button to return to the module’s configuration dialog box. When you are finished linking, click Send to save your changes to the meter. Deleting links between ION modules To delete a link between two ION modules: 1. Double-click the module whose input you want to unlink. 2. Select the Inputs tab. 3.
ION Setup User Guide Adding and Configuring Devices Synchronizing the Time across Devices This section applies to the ION8800, ION8600, ION7550/ION7650 and ION7300 series meters and certain legacy meters (ION8300/ION8400/ION8500, ION7700, ION7500/ION7600 and 3000 series meters). To perform time synchronization on devices not listed here, refer to the documentation for your device. To broadcast time from your computer’s internal clock to all devices in one or more sites: 1.
Adding and Configuring Devices ION Setup User Guide ION Meter Cloning You can clone (or copy) configurations from one meter to another meter of the same model, with the following exceptions: COM modules Security Users modules Security Options modules Log Mail modules For example, if you copy the setup configuration of ION meter A to ION meter B: 1. All modules in Meter B are erased, then 2. All the modules in Meter A are copied to Meter B (except those listed above).
Chapter 4 Using the Setup Assistant The Setup Assistant is a series of dialogs and wizards with instructions for most setup and configuration tasks that you need to perform. The available screens vary depending upon the model and firmware of your connected device. In this Chapter Setup Assistant Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Available Setup Assistant Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Template Screen . . . . .
Using the Setup Assistant ION Setup User Guide Setup Assistant Overview The Setup Assistant guides you through common setup requirements for your ION meter. Setup Assistant is available only to those devices that are designed and built using the ION architecture (i.e., the ones that support Advanced Configuration mode). After you have connected to or added a device to your ION Setup network, the Setup Assistant icon appears in the right-hand window of the Network Viewer.
ION Setup User Guide Using the Setup Assistant Available Setup Assistant Screens NOTE The setup screens and tabs available to you in the Setup Assistant vary depending upon the type of device and its firmware version. Template Screen You can take advantage of new features for your meter by upgrading the meter’s firmware. Alternatively, you can copy (Save to PC) a configuration from one meter and paste (Send to Meter) it to another meter of the same type.
Using the Setup Assistant ION Setup User Guide NOTE You can only load framework files containing the full meter configuration onto a meter using ION Setup. To load partial framework files, you must use the Designer component of ION Enterprise. Framework (.fwn) files created in PEGASYS software are not supported. Firmware upgrade lets you upgrade the meter to gain access to new or enhanced ION modules.
ION Setup User Guide Using the Setup Assistant Basic Setup Screen The Basic Setup screen allows you to program the basic settings of your meter. PT/CT Ratios lets you program your potential (voltage) transformer and current transformer ratios. Select the desired parameter and click Edit to make configuration changes. Nameplate Info lets you edit your meter’s nameplate information. Select the desired parameter and click Edit to make configuration changes.
Using the Setup Assistant ION Setup User Guide Custom: Select Custom to go through the entire configuration, selecting an option from each format type, to create a custom metering convention. . Security Screen In addition to ION Setup’s four-level security access system (see “Applying Security” on page 38), the Security screen also configures Standard and, for some ION meters, Advanced meter security.
ION Setup User Guide Using the Setup Assistant NOTE Depending on the device, the steps below may vary. For instructions specific to your device, refer to your device documentation or contact Technical Support. To configure Security features: 1. Select Security Mode and click Edit. 2. Open the Standard.scf or Advanced.scf file. The Security Wizard leads you through the configuration process. Enter the meter password, if prompted. 3.
Using the Setup Assistant ION Setup User Guide CAUTION Changing communications port settings with the Allow Front Panel Programming setting cleared (unchecked) may cause loss of communications with your meter, and render it inoperable. In this case a factory reconfiguration of your meter is required, which resets your meter to its factory defaults and destroys all logged data. 4. If you selected Advanced, the Define individual users/passwords screen is displayed.
ION Setup User Guide Using the Setup Assistant Click Yes, enter a name for your security file then click Save. If you want to overwrite your default advanced security file, select Advanced.scf and click Save. Click No if you do not want to save your security settings in a file.
Using the Setup Assistant ION Setup User Guide NOTE If you have advanced security enabled, you must configure the Modbus Map Access register to allow write access for specific users. See the Security Options module description in the online ION Reference. If you have Standard or Advanced security enabled on the meter, you can only read Modbus information from a slave module. You must disable Standard security to write data to a slave module.
ION Setup User Guide Using the Setup Assistant Clock Screen The Clock screen allows you to configure the internal clock of the meter, which provides timestamps for data logged by the device. Set your Timezone, Time Sync Type, Time Sync Source, DST Offset and Clock Source settings from this screen. Start of the Week data applies to the Trending and Forecasting module (not available on all meters). Click the TimeSync button to perform a time synchronization with the Time Sync Source.
Using the Setup Assistant ION Setup User Guide Demand Screen Demand is a measure of average power consumption over a fixed time interval. Peak (or maximum) demand is the highest demand level recorded during a billing period. From the Demand screen, you can configure Rolling Block (the interval used to compute your values) and Demand Forgiveness (the time during power restoration when demand is not calculated).
ION Setup User Guide Using the Setup Assistant LED Pulsing Screen Some meters are preconfigured for LED pulsing. From the Energy Pulsing screen in the Inputs/Outputs folder (or the Pulsing outputs folder, depending on the meter), you can adjust LED pulse rates by modifying the Kt (pulse rate) registers. The Kt value entered defines how much energy is accumulated before a pulse is sent. Select the desired parameter and click Edit to set LED pulsing values.
Using the Setup Assistant ION Setup User Guide OnBoard Digital Inputs Screen Digital inputs can be used for status monitoring or pulse counting applications. The OnBoard Digital Inputs screen allows you to configure the input mode (Pulse or KYZ) and the multiplier (the number to increment the counter for each detected input pulse). It also allows you to view the counter and status for each digital input. Analog Outputs Screen An ION meter’s analog outputs act as transducers.
ION Setup User Guide Using the Setup Assistant The zero-scale value defines the source input value that creates the minimum current output on the analog device. The full-scale value defines the source input value that creates the maximum current output on the analog device. For detailed information, see the Digital and Analog I/O technical note, available from www.powerlogic.com.
Using the Setup Assistant ION Setup User Guide When editing the Load Profile, you can select the number of days (which calculates the depth based on the current interval length). Load Profile/Revenue Log Screen The Load Profile/Revenue Log screen in the Logging folder allows you to specify the load profile (the interval and duration of the revenue log). The Load Profile contains information about the power usage in your system, by gathering detailed energy usage patterns over a period of time.
ION Setup User Guide Using the Setup Assistant 3. Repeat until you have completely specified your Load Profile channels. NOTE Use Energy - Pulses parameters to save Load Profile data in MV-90 P-File data format. For more information on configuring Interval/Depth, see “Configuring Interval/ Depth” on page 91. Event Log Screen The Event Log screen allows you to configure the types of events that are recorded in the Event Log. Cutoff: This is the event priority cutoff value.
Using the Setup Assistant ION Setup User Guide SS EvPriority: This is the Sag/Swell event priority value. This value must be greater than the Cutoff value for Sag/Swell events to be recorded in the Event Log. TR EvPriority: This is the Transients event priority value. This value must be greater than the Cutoff value for Transient events to be recorded in the Event Log. PhaseLossEnable: This allows you to enable phase loss Event Log recording and phase loss alarming.
ION Setup User Guide Using the Setup Assistant 3. Repeat until you have completely specified your EnergyDemand channels. For more information on configuring Interval/Depth, see “Configuring Interval/ Depth” on page 91. Configuring Interval/Depth You can use ION Setup to configure the interval length and depth of your meter’s logs (i.e. Revenue Log, Energy Demand Log, Load Profile). 1. In the Setup Assistant, enter the Logging folder and navigate to the desired log. 2. Click the Interval/Depth tab.
Using the Setup Assistant ION Setup User Guide CAUTION Programming your meter to write any data recorder at continuous intervals lower than 60 seconds (heavy logging configuration) may cause loss of data in the event of a power failure. Use of an uninterruptible power supply (UPS) is recommended for such heavy logging configurations if data needs to be available after a power cycle. Modifications to these parameters will reset your recorded data.
ION Setup User Guide Using the Setup Assistant CAUTION Due to variation in installations, advanced knowledge of power systems and connection methods is required before transformer loss compensation can be properly implemented. Input parameters should only be programmed by qualified personnel that have appropriate training and experience with transformer loss compensation calculations.
Using the Setup Assistant ION Setup User Guide Enter the dates of your seasonal or other rate-profile period as prompted. If your season comprises the same dates every year, you only need to enter a single range of dates in the appropriate fields. If the active dates are different each year (for example, Season 3 becomes active every first Monday in August), specify start dates for each year.
ION Setup User Guide Using the Setup Assistant 2. Select the number of rates you want and enter a rate name in the field for each rate selected, then click Next. 3. Select the number of seasons you want in your TOU program. Enter a name for each season and click the buttons beside the seasons to set a start date for each season selected. © 2010 Schneider Electric. All rights reserved.
Using the Setup Assistant ION Setup User Guide 4. Set which days of the week are considered weekdays and weekends, then click Next. 5. Select which days are considered holidays, then click OK. You are prompted to set the holiday exceptions--what to do when a holiday falls on a Saturday or Sunday--and click OK. Page 96 © 2010 Schneider Electric. All rights reserved.
ION Setup User Guide Using the Setup Assistant 6. Set alternate days, holidays (as per section 5) and self-read days. 7. Set the seasons, days and times that are on-peak or off-peak, then click Finish. Editing TOU settings and holiday configurations If you are not using the “Sample TOU” program, you can also edit, add and delete TOU data via this setup screen. NOTE ION Setup (version 2.1 and later) supports user-configured holiday profiles.
Using the Setup Assistant ION Setup User Guide Alarming Screen The Alarming screen allows you to manually configure or have the meter learn what are the high and low limits for certain setpoints. To manually edit a setpoint value, select the setpoint and click Edit. You can also configure the meter to automatically learn setpoints by monitoring normal operation over time to determine valid data ranges. Select any setpoint and click Learn to access the Global Setpoint Learning screen.
ION Setup User Guide Using the Setup Assistant Power Quality Screen The Power Quality screen allows you to set parameters relating to transients, sags/swells, harmonics, and other power-quality disturbances. If available, this is also where you can enable COMTRADE-format sag/swell and transient waveform records to be generated and stored on your meter’s internal FTP site. Refer to the COMTRADE and ION Technology technical note for more information.
Using the Setup Assistant ION Setup User Guide 1. In the Setup Assistant, select Displays on the Front Panel tab and click Edit. The Display Editor appears. 2. From the Display Editor, you can add, delete, rename or reorder the screens by clicking the New, Edit, Rename, and Move Up or Move Down buttons. Select the mode (Normal, Test, Alternate), if applicable. Page 100 © 2010 Schneider Electric. All rights reserved.
ION Setup User Guide Using the Setup Assistant 3. Click New, or select a parameter and click Edit, to open the Display Setup Wizard. 4. Select your screen type from the drop-down menu, select the available parameters, and set the display properties as desired. 5. Once you have completed configuring your display settings, click Send to send the changes to the meter. Verification Screen Select Normal Mode or Test Mode from the Verification tab and click Display to view readings.
Using the Setup Assistant ION Setup User Guide The image below shows some of the tabs available; these vary depending on the type of meter. Data in each of these tabs can be saved as a .txt file. You can also perform a master reset from each screen. CAUTION Wait one (1) minute after initiating the master reset to let the meter completely reset its parameters. This is important if you are powering down the meter after a master reset.
ION Setup User Guide Using the Setup Assistant Phasor Viewer From the Verification screen, you can check the wiring on some ION meters with the real-time Phasor Viewer. The Phasor Viewer provides detailed harmonics calculations for a voltage or current input on a meter. This information is valuable for power quality analysis, selecting properly rated transformers, and fault detection. For more information on meter wiring, refer to the technical note Troubleshooting Meter Wiring.
Using the Setup Assistant ION Setup User Guide 4. You can save the phasor data as a text (.txt) file by clicking Save As. The text file contains the readings from the moment the file was saved. Reports Screen The reports screen allows you to save a meter’s data as content and let other users access and interact with that content. Page 104 © 2010 Schneider Electric. All rights reserved.
ION Setup User Guide Using the Setup Assistant Depending on your ION meter model, there are several available reports. Select the desired report and click Display to view. You can choose the directory in which you would like to save the file (the location defaults to the “Reports” folder in your ION Setup directory). Available reports vary depending on meter type: Load Profile/Revenue Log generates a report showing values for the parameters defined in the “Load Profile/Revenue Log Screen” on page 88.
Using the Setup Assistant ION Setup User Guide Template Comparison reports if there is a difference between a stored template and the meter template. Click Display, and browse to the stored template. A pop-up window will indicate if there are differences between the stored template and the meter template, which is useful to confirm that the meter’s template has not been modified between configuration and deployment.
ION Setup User Guide Using the Setup Assistant To save the entire report, click the Save As button without selecting any rows of data. To save a portion of the report, click the date you want your report to begin. Hold down the SHIFT key and select the date you want your report to end. Click Save As and ION Setup saves the portion of the report you selected. To print the report, click the Print button.
Using the Setup Assistant Page 108 ION Setup User Guide © 2010 Schneider Electric. All rights reserved.
Chapter 5 Monitoring Your Network ION Setup has the ability to display and perform control operations with real-time and historical data. This section describes the ION Setup features that allow you to monitor your device network, including data screens, alarms and chart-plotting capabilities. In this chapter Displaying Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110 Performing Control Operations . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitoring Your Network ION Setup User Guide Displaying Data To view data in ION Setup, select View > Data Screens. This displays real-time measurements and logged data for the device that is currently selected in the network tree. These values are grouped into categories and displayed in easy-toread tables. Each category of data is displayed under a different tab so you can easily switch back and forth between screens.
ION Setup User Guide Monitoring Your Network Chart data Plotted data can be copied from the Waveform and Harmonics tabs. For information on plotting data in a chart, see “Chart Plotting” on page 113. Waveform: Only the entire plot data for a selected waveform can be copied. If you have already plotted multiple waveforms on a single graph, you can copy the entire plot data for any single waveform by clicking on the button that corresponds to it and then clicking the Copy button.
Monitoring Your Network ION Setup User Guide Performing Control Operations For devices that have control capabilities, ION Setup offers buttons in the appropriate data screens that let you manually trigger control operations. These operations include: operating and releasing relays. resetting status counters and accumulating energy values (i.e. kWh, kVARh, kVAh). resetting Min/Max values. Manually Operating Triggers To manually operate triggers: 1.
ION Setup User Guide Monitoring Your Network Chart Plotting ION Setup features a plot button that lets you view a graphical representation of selected parameters in the snapshot logs, data recorders or waveform recorders. You can manually trigger waveforms inside the Waveform screen. Up to eight Waveforms may be plotted at a time. Manually triggering a waveform 1. Make sure you are in data display mode by clicking the View Data Display button . 2. Select the meter whose data you want to plot. 3.
Monitoring Your Network ION Setup User Guide Viewing phasor diagrams 1. Make sure you are in data display mode by clicking the View Data Display button . 2. Select the meter for which you would like to view waveforms. 3. Double-click on the Waveform icon to upload the available records up to a maximum of eight records. 4. Select the data you want to plot. For a contiguous selection of data, hold down the SHIFT key while selecting the first and last entries you want to view.
ION Setup User Guide Monitoring Your Network Scaling Information: Lets you change scaling information for the selected input, as follows: Vertical Axis: Lets you change the scaling information for the vertical axis (e.g. Linear scaling, Power Factor scaling). Maximum Scale: Specifies a different maximum scale for the selected input, first clear (uncheck) the Auto Scaling box, then type your desired scale in the Maximum Scale box.
Monitoring Your Network Page 116 ION Setup User Guide © 2010 Schneider Electric. All rights reserved.
Chapter 6 Troubleshooting This section describes some typical issues and the ION Setup tools used for troubleshooting. In this chapter Troubleshooting ION ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Setup Diagnostics Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Troubleshooting ION Setup User Guide Troubleshooting ION Setup If you have trouble running ION Setup, check the following: Does your workstation have the necessary hardware and software requirements to support ION Setup? See “System Requirements” on page 9 for more details. Does your workstation’s name contain a space? ION Setup does not operate correctly if there is a space in the workstation name.
ION Setup User Guide Troubleshooting ION Setup Diagnostics Tools ION Setup provides diagnostics information for all items in the ION Setup network. 1. Select an item in the Network Viewer. 2. Click on the toolbar (or select Tools > Diagnostics). A diagnostics window appears with the following tabs: Communication and General. When you select a site, only the Communication tab appears.
Troubleshooting ION Setup User Guide Message Info The Total Messages Sent indicator shows the total number of messages sent by the selected item. The Messages Received indicator shows the total number of messages received by the selected item. The Message Error Rate indicator shows what percentage of messages sent or received by the selected item had an error. Packet Frames The No Responses indicator shows how many communication packets sent by the selected item received no response.
ION Setup User Guide Troubleshooting Clearing diagnostic statistics To clear the diagnostic statistics for the currently selected item, click the Reset button. Note that this action also clears the diagnostic statistics for all items below the selected item. For example, if you reset the statistics for a site, the statistics for all devices in that site are cleared. Similarly, if you reset the statistics for the workstation or the system icon, the statistics for all sites and devices are cleared.
Troubleshooting ION Setup User Guide Troubleshooting Devices When you are configuring a meter on the network, it is possible that the changes you request will not be supported by the device. For example, if you specify a value that is outside the supported range of the device, ION Setup beeps when you enter the value and displays a message in the status line indicating the configuration warning.
A Alarm Setpoint Learning Setup 102 Alarming Screen 102 Basic Setup IEEE/IEC Conventions 81 Basic Setup Screen 81 broadcasting time 74 Chart Plotting 117 chart plotting editing chart properties 118 cloning meters 75 closing data screens 115 communication requirements ethernet 12 modems 12 RS-232 12 RS-485 12 plotting harmonics 111 plotting historical data 113, 114 real-time 110 types of data screens 110 Daylight Savings Time Settings 83 device properties 58 display 59 tools 59 directories tab 34 DTR (Data
M modems 13, 15 communications 15 converters 15 using with RS-485 15 module links 67 multiple register write 107 N network viewer content viewer 27 icons 30 viewing options 31 O Online Help topic search 11 overview of ION architecture 66 P Phasor Diagrams 114 Phasor Viewer 103 power factor sign convention 37 procedures adding a new meter 53 adding a new site 49 assigning a device to a group 55 creating new ION modules 67 customizing register labels 70 deleting links between modules 70 editing site proper
PowerLogic™ ION™ Setup User Guide Schneider Electric 2195 Keating Cross Road Victoria, BC V8M 2A5 Canada For technical support: Global-PMC-Tech-support@schneider-electric.com (00) + 1 250 544 3010 Contact your local Schneider Electric sales representative for assistance or go to www.schneider-electric.com ION, ION Enterprise, Modbus, Modicon, PowerLogic and Schneider Electric are either trademarks or registered trademarks of Schneider Electric in France, the USA and other countries.
