Carrier Standard/Plus v6.5 i-Vu Owner's Guide
Below you will find brief information for i-Vu Standard/Plus v6.5. This guide will walk you through the basics of setting up and using the i-Vu system, and will help you understand the various features of the system that can help you manage your building's HVAC system more effectively. With the i-Vu system, you can view the current status of your equipment, control your building's temperature, and monitor energy consumption.
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i-Vu® Standard/Plus v6.5 Owner's Guide CARRIER CORPORATION ©2016 A member of the United Technologies Corporation family · Stock symbol UTX · Catalog No. 11-808-551-01 · 5/13/2016 office. Verify that you have the most current version of this document from www.hvacpartners.com or your local Carrier Important changes are listed in Document revision history at the end of this document. CARRIER CORPORATION © 2016. All rights reserved throughout the world. i-Vu is a registered trademark of Carrier Corporation. BACnet is a registered trademark of ASHRAE. All other trademarks are the property of their respective owners. The contents of this guide and the associated Carrier software are property of Carrier Corporation and its respective licensors, and are protected by copyright. For more information on the software and licensing, see the About section in the software's Help menu. The content of this guide is furnished for informational use only and is subject to change without notice. Carrier Corporation assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide. This document contains no technical data controlled by the EAR or ITAR. Contents Accessing your system ................................................................................................................................................ 1 Getting to know the interface ..................................................................................................................................... 2 Navigating the system .........................................................................................................................................3 To show, hide, or resize the navigation tree .....................................................................................................4 Zooming in and out ..............................................................................................................................................5 Using right-click menus........................................................................................................................................6 To print the action pane.......................................................................................................................................7 Colors and status in the i-Vu® interface ...........................................................................................................7 Colors and setpoints.............................................................................................................................................8 Schedules ..................................................................................................................................................................... 9 To view schedules .................................................................................................................................................9 To print schedules.............................................................................................................................................. 10 To apply a schedule to equipment .................................................................................................................. 10 To apply a schedule to a group of items ........................................................................................................ 12 To edit or delete a schedule ............................................................................................................................. 13 Effective schedules............................................................................................................................................ 13 i-Vu® CCN schedules ................................................................................................................................................. 15 Working with equipment in the interface ................................................................................................................ 16 Graphics pages................................................................................................................................................... 17 To attach a graphic in the i-Vu® interface ......................................................................................... 18 To edit a graphic from the i-Vu® application in ViewBuilder ............................................................ 19 To edit a graphic on an i-Vu® client ................................................................................................... 19 To organize multiple graphics for a tree item .................................................................................... 20 To control equipment using an interactive zone sensor ................................................................... 21 Properties pages ................................................................................................................................................ 22 To view or edit properties on a Properties page ................................................................................ 22 Logic pages ......................................................................................................................................................... 24 To view a Logic page ........................................................................................................................... 24 To locate a microblock, section, or label ........................................................................................... 24 To change properties, alarms, or trends ............................................................................................ 24 Using a Logic page to troubleshoot .................................................................................................... 25 Changing multiple microblock properties ..................................................................................................... 26 To use Global Modify ........................................................................................................................... 26 To use Global Copy .............................................................................................................................. 28 Checking controller status................................................................................................................................ 29 Status messages ................................................................................................................................. 29 Handling parameter mismatches ....................................................................................................... 32 Managing setpoints ........................................................................................................................................... 34 Adjust setpoints ................................................................................................................................... 35 Demand Control .................................................................................................................................. 36 Configuring Optimal Start................................................................................................................................. 37 Optimal Start ....................................................................................................................................... 37 Optimal Start Type ............................................................................................................................... 38 Monitoring and controlling equipment ........................................................................................................... 40 To lock a BACnet point or value.......................................................................................................... 41 To force a CCN point value ................................................................................................................. 42 Working with drivers in the i-Vu® interface ................................................................................................... 42 To view or change a driver .................................................................................................................. 42 Working with touchscreen or BACview® files in the i-Vu® interface ........................................................ 44 To select a different screen file .......................................................................................................... 44 To edit a screen file on an i-Vu® client .............................................................................................. 45 Contents Using Alarms, Trends, and Reports .......................................................................................................................... 46 Setting up i-Vu® client devices and web browsers ................................................................................................. 47 Setting up and using a computer with the i-Vu® system ............................................................................ 48 Setting up and using a web browser to view the i-Vu® interface .............................................................. 49 To set up and use Internet Explorer ................................................................................................... 49 To set up and use Microsoft Edge ...................................................................................................... 50 To set up and use Safari ..................................................................................................................... 50 To set up and use Mozilla Firefox ....................................................................................................... 51 To set up and use Google Chrome ..................................................................................................... 52 Web browser and operating system limitations ........................................................................................... 54 Using System Options for administrative utilities ................................................................................................... 55 My Settings tab .................................................................................................................................................. 56 Operators tab...................................................................................................................................................... 56 General tab ......................................................................................................................................................... 60 Management Tool .............................................................................................................................................. 63 Security tab ......................................................................................................................................................... 64 Advanced password policy ............................................................................................................................... 66 Update tab .......................................................................................................................................................... 66 Daylight Saving tab............................................................................................................................................ 68 Add-ons tab ......................................................................................................................................................... 69 System Management ................................................................................................................................................ 71 Backup data from Management Tool ............................................................................................................ 71 Restore data from backup ............................................................................................................................... 72 Restore factory defaults ................................................................................................................................... 72 Restore i-Vu® system ....................................................................................................................................... 72 Update the equipment library .......................................................................................................................... 73 Synchronize to system time ............................................................................................................................. 75 Appendix: Operator Record....................................................................................................................................... 76 Document revision history ........................................................................................................................................ 77 Accessing your system Your system details Network Name: To access the system, launch Internet Explorer and type in http://_____________________________________________________. • Your Login Name is __________________________________________. • Your Password is ____________________________________________. • Your i-Vu®’s IP address is __________________________________. To change your password 1 Click 2 Click Change password. Enable this field, then type your current and new passwords. 3 Enter any combination of characters. Limit of 40 characters. 4 Click Apply or OK. , then select System Options > My Settings tab. Add an additional operator To keep track of your Operators, use the space provided in the back of your Owner’s Manual. 1 Click 2 Add additional operators with appropriate access roles. 3 Keep a record of your additions and changes. 4 Click OK or Apply. i-Vu® Standard/Plus v6.5 Owner's Guide , then select, select System Options > Operators tab. Carrier Proprietary and Confidential 1 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface Getting to know the interface Computer and large-screen mobile interface Small-screen mobile interface Most of the i-Vu® interface is the same on small-screen mobile devices except for the differences shown below. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 2 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface • When you click • Help and Print are in the to hide the tree, the button changes to . menu. NOTES • After you log in, you will see the page defined as your starting location on the My Settings page. To change your opening page, see To change My Settings (page 56). • Roles/privileges control what an operator can see or do in the i-Vu® system. If you cannot see or do something that you read about in Help, ask your System Administrator to check your role/privileges. • Use only the i-Vu® interface to navigate; do not use the web browser’s navigation buttons. • Click on any tab to refresh the page. Navigating the system To navigate in the i-Vu® interface: 1 Select the item you want in the navigation tree. 2 Select the action buttons and their drop-down lists. 3 Use the tabs to filter the information further. NOTE Use only the i-Vu® interface to navigate; do not use the browser’s navigation buttons. 4 Click on any tab to refresh the page. System Options Click and select System Options (page 55) to view or change the administrative settings in your i-Vu® application. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 3 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface To show, hide, or resize the navigation tree On a computer or large screen mobile device Click at the top of the navigation tree to hide or show the tree. Click and drag the tab on the right side of the tree to adjust its width. In the Installer view, click and drag the tab at the top of Arrange User View to adjust the height of the window. On a small-screen mobile device Touch at the top of the navigation tree to hide the tree. Touch to show it. Double-tap the arrow on the right side of the tree to widen the tree. Double-tap again to return to the original size. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 4 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface Zooming in and out On a computer • • To zoom in and out on the i-Vu® interface: ○ Hold down Ctrl and press + or -. Press Ctrl+0 to return to 100%. ○ Hold down Ctrl while rolling your mouse wheel. ○ Use your web browser's zoom functions. If a graphic does not fit in the action pane, right-click it and select Scale to Fit to make it fit the action pane. Select Scale to Fit again to return the graphic to its original size. On a mobile device Apple® iPad and iPhone • Double-tap to zoom in/out. Microsoft® SurfaceTM • Pinch-zoom works on individual frames, instead of the whole screen. So, you can zoom and scroll the navigation pane and action pane separately. • If browser text is too small, use Ctrl + to increase Internet Explorer's zoom level, then reload the page. GoogleTM NexusTM and Nexus Lumia • Pinch-zoom to zoom in/out. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 5 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface Using right-click menus On a computer You can right-click the following items to select options: A tree item The action pane A property A trend On a mobile device To access the right-click menu for: • • A tree item–Select the item first, then touch and hold the item for several seconds. The action pane–Touch and hold the item for several seconds. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 6 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface To print the action pane On a computer Click at the top of the page to print the contents of the action pane. Set the print orientation to Landscape in the Print dialog box. TIPS • To print a Graphics page that exceeds the size of the action pane, right-click the graphic and select Scale to Fit. • If you do not want to print the black background, in your browser's Internet Options dialog box, disable background printing. On a mobile device Touch and then select Print. Colors and status in the i-Vu® interface The following colors indicate equipment status throughout i-Vu® interface. These colors are visible on Property pages, Graphics pages and in the setpoint graphs. Color i-Vu® Standard/Plus v6.5 Owner's Guide Color Name Status Code Condition Indicated Purple 0 or 15 In a controller—non-operational or no communications In equipment—a hardware or software error Charcoal 14 In a controller—a download is required or is already in progress In equipment—a controller has stopped Coral 13 Control program error Red 2 or 9 Heating or cooling alarm Orange 8 Maximum cooling Dark blue 3 Maximum heating Yellow 7 Moderate cooling Light blue 4 Moderate heating Grey 1 Unoccupied/inactive White 10 Occupied/active Light green 6 Free cooling Carrier Proprietary and Confidential 7 CARRIER CORPORATION ©2016 All rights reserved Getting to know the interface Color Color Name Status Code Condition Indicated Green 5 In a controller—operational or operational read-only In equipment—No heating or cooling Colors and setpoints Thermographic colors indicate how much a zone’s actual temperature differs from its setpoints. Five conditions may affect a zone’s thermographic color: Setpoint adjust • • Timed local override (TLO) • Optimal start • Demand level • Hysteresis In the examples below, a zone’s heating occupied setpoint is 70° and its cooling occupied setpoint is 74°. If you normally see... when the zone temp is... but... then you will see... green 72.5° someone adjusts the setpoints (for example, with a setpoint adjust of two degrees, the new setpoints would be 68 and 72°) yellow gray 73° (unoccupied) someone presses the Override button on a zone sensor to use the occupied setpoints green gray 77° (unoccupied) the zone is in optimal start and is ramping up to its occupied setpoint in the few hours before occupancy an occupied color yellow 75° the zone’s electric meter is in demand level 2 with relaxed setpoints of 68 and 76° green green 73.5° cooling began when the temperature rose above 74° and the temperature has not yet dropped beyond the 1° hysteresis (to 73°) yellow i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 8 CARRIER CORPORATION ©2016 All rights reserved Schedules Schedules Using schedules, your equipment can maintain one set of setpoints during occupied periods to provide comfort, and it can maintain a different set of setpoints during unoccupied periods to reduce energy consumption. Schedules are an i-Vu® system's most effective cost-saving strategy. In the User view, you can apply a schedule to a single tree item or to a group of tree items. When you apply a schedule to a tree item, the schedule affects equipment at and below the area or equipment where the schedule was added. When you apply a schedule to a schedule group, the schedule affects all pieces of equipment in the group. For example, a school board meets every third Tuesday of the month and uses the lobby, main conference room, break room, and restrooms. You can create a schedule group to control these different areas with a single schedule. NOTES • When multiple schedules affect a tree item, the net result is the Effective schedule (page 13). • Do not include preheating or precooling time in your schedules. Optimal Start (page 37), another cost-saving strategy, automatically calculates and controls precise preheating and precooling routines. To view schedules 1 Select a navigation tree item (site, area, or equipment). 2 Click Schedules > View tab. 3 Optional: Click a white Effective bar to view all the schedules that contribute to the resulting schedule. If the item has multiple schedules, the schedule closest to the Effective bar has the highest priority. You set a schedule's priority when you create the schedule. NOTES • When multiple schedules affect a single area or controller, the i-Vu® application sorts the schedules by priority - the higher the priority, the closer the schedule is to the bar. You set a schedule's priority when you add a schedule. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 9 CARRIER CORPORATION ©2016 All rights reserved Schedules • You can also view schedules on the following detailed, printable schedule reports. These reports are accessible from the Schedules page > Reports tab or from the Reports button drop-down menu. This report... allows you to... Schedule Instances Find every schedule with its location that is entered at and below a selected tree item. This report can help you discover newly added and conflicting schedules. Effective Schedules View all equipment that may be scheduled and the net result of all schedules in effect for a selected date and time. See Effective schedules (page 13). To print schedules 1 Select a navigation tree item and click the Reports 2 Click Schedules > Schedule Instances or Effective Schedules. 3 Click Run, then click PDF. . This report... allows you to... Schedule Instances Find every schedule with its location that is entered at and below a selected tree item. This report can help you discover newly added and conflicting schedules. Effective Schedules View all equipment that may be scheduled and the net result of all schedules in effect for a selected date and time. To apply a schedule to equipment Schedules in the i-Vu® application are typically based on zone occupancy. 1 In the User navigation tree, select the area or equipment you want to schedule . NOTES ○ To schedule all equipment in a specified area, select the area you want. ○ You can schedule individual controllers from the Installer view, but you must be in the User view to schedule areas and routers 2 Click Schedules, then Configure tab. 3 Click Add. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 10 CARRIER CORPORATION ©2016 All rights reserved Schedules 4 Select a Priority. A schedule's priority determines whether affected zones will use occupied or unoccupied setpoints. Select... For... Normal A typical occupied period Holiday An unoccupied period that overrides a Normal schedule Override An occupied period that overrides a Holiday schedule 5 Select a Type. See table below. 6 Type a schedule name in the Description field (50 characters maximum). 7 Enter desired values in the fields below Description. 8 On the graph, change a time segment's Start and End times by doing one of the following: 9 ○ Click the segment, then type the times in the Start and End fields. ○ Click and drag either end of the segment or the entire segment. Optional: Click Add Time Period to add one or more segments to the schedule. Or, select a segment and click Delete Time Period to delete that segment. 10 Click Accept. Select this Type... To use the schedule... Weekly Every week on the specified days Date On a single, specified date Date Range Between 2 specified dates Date List On multiple, specified dates Wildcard According to a repeating pattern (For example, the second Tuesday of every month) Continuous Continuously between specified times on 2 separate dates Dated Weekly Weekly between a start date and an end date (For example, the summer break in the school year) NOTES • To automatically download all schedules that you create or change, click > System Options > My Settings and, under Preferences, select Automatically download schedules on each change. If you want to manually download schedules, clear the Automatically download... field and then see Downloading system changes to controllers. • When you apply a schedule to an item on the navigation tree, the schedule affects that item and all children of that item. If you do not want an item to be affected by schedules from a higher level, select Ignore Schedules above this level on the Schedules > Configure tab. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 11 CARRIER CORPORATION ©2016 All rights reserved Schedules To apply a schedule to a group of items You must create a group, then add members (areas, equipment, or other groups) to the group before you can apply a schedule to it. 1 On the User navigation tree, select Scheduling Groups. Optional: If you have created folders to organize your groups, select the appropriate folder. See "To organize groups using folders" below. 2 Click Add Group. 3 Type a name for the new schedule group in the Name field. 4 Optional: Change the default Reference name. A group's reference name must be unique throughout the system. 5 Click Accept. 6 Click Add Members to Group. 7 On the Members page, select the areas, equipment, or other groups that you want to add to the group from the tree on the right. Use Ctrl+click, Shift+click, or both to select multiple items. 8 Click Add. TIP Use the Raise and Lower buttons to reorder items in the Members list. Changing the order is for your viewing convenience and does not affect the system. 9 Click Accept. 10 You will see the question Execute download now?. Click OK. 11 Click the Schedules button, then Configure. 12 Add a schedule to the group. See To apply a schedule to equipment (page 10). To organize groups using folders You can create folders and sort your groups into them to organize the Schedule Groups tree. For example, a large school system that has a group for each school may want to create an Elementary School folder, a Middle School folder, and a High School folder, and put the appropriate groups in each folder. To create folders and add groups to them: 1 On the User tree, select Scheduling Groups. 2 Click Add Folder. 3 Type a name for the new folder in the Name field. 4 Optional: Change the default Reference name. 5 Click Accept. 6 Repeat steps 1–4 for each folder that you want to add. 7 Do one of the following to add a group to a folder: ○ If you have already created the group, drag and drop it into the appropriate folder in the tree on the Scheduling Groups page, then click Accept. ○ Select the folder in the tree on the Scheduling Groups page, then click Add Group to add a new group inside the folder. NOTE You can also add a folder to a folder, or drag and drop a folder into another folder. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 12 CARRIER CORPORATION ©2016 All rights reserved Schedules To edit or delete a schedule 1 Do one of the following: ○ On the navigation tree, select the tree item where the schedule was defined, then select Schedules > Configure tab. ○ In the User tree, click Scheduling Groups, then select the group that has the schedule you want to edit or delete. 2 Select the schedule you want to edit or delete. 3 Edit the fields you want to change or click Delete. 4 Click Accept. NOTE Expired dated schedules are automatically deleted from the database at 3:30 AM every day. But expired schedules remain in the controller until the next time schedules are downloaded to the controller. Effective schedules The effective schedule that you see on the Schedules > View tab can be the result of multiple overlapping schedules. The following schedule features can influence an item's effective schedule. Feature Description Hierarchy A schedule applied to an item on the i-Vu® tree affects that item and all of its children. A child item's combined schedule could be the result of multiple schedules applied at different levels above it. To change a child item's combined schedule: • Add a schedule at the child that overrides the current schedule. See the Priority feature below. • Set the child to ignore the parent schedules. To do this, select the child item on the tree, then go to Schedules > Configure. Select the schedule, then click Ignore Schedules above this level. You can then add a different schedule for the child. Any schedule change that you make to an item affects it and all of its children. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 13 CARRIER CORPORATION ©2016 All rights reserved Schedules Feature Description Priority You must assign one of the following priorities to every schedule. Use... For... Normal A typical occupied period Holiday An unoccupied period that overrides a Normal schedule Override An occupied period that overrides a Holiday time EXAMPLE For a school, you define: Type • A Normal schedule that has it occupied every Monday–Friday, 6 am–5 pm • A Holiday (unoccupied) schedule for the week of Spring Break • An Override schedule on the first day of Spring Break from 9 am–1 pm for the cafeteria only where a teacher's meeting will be held. You must assign one of the following types to every schedule.* Weekly Date Date Range Date List Wildcard Continuous Dated Weekly See To apply a schedule to equipment (page 10) for a description of each type. EXAMPLE For a school, you define the following 3 schedules: • Full calendar year: Normal, Weekly, Monday–Friday, 6am–5pm • Summer months: Holiday, Continuous, 12am June 1st –11:59pm August 31st • Work days in summer months: Override, Dated Weekly, Monday–Thursday, 9am–2pm Using the Priority and Type options, you can often accomplish the combined schedule you need in several different ways. For example, the combined schedule resulting from the 3 schedules described above for Type could also be accomplished with the following schedules: School year: Normal, Dated Weekly, Monday–Friday, September 1st–May 31st, 6am–5pm Summer months: Normal, Dated Weekly, Monday–Thursday, June 1st–August 31st, 9am–2pm i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 14 CARRIER CORPORATION ©2016 All rights reserved i-Vu® CCN schedules i-Vu® CCN schedules There are 2 types of CCN schedules: • 1 – 64 are local schedules that reside within the equipment • 65 – 99 are network or global schedules, which are sent over a CCN network and received by controllers that contain network schedules The i-Vu® application supports both local and global schedules. Most CCN equipment is shipped with the default schedule of 64. See exceptions below. Equipment i-Vu®'s default schedule number Comfort Controller/UC/Expansion Controllers 0 Any controllers using a custom equipment file (*.equip) created with EquipmentBuilder Gen III VVT, 48/50EJ (Conquest), FSM, CSM All PICs 0 1 64 CAUTION! Confirm the actual schedule numbers that are used in the controller, as they may have been changed from their programmed default settings. In order to use i-Vu® schedules, the i-Vu® schedule number must match the CCN schedule number at the controller. This can be set in the i-Vu® interface by selecting the equipment in the navigation tree and clicking Schedules > CCN tab. It is also accessible at the area or site level. NOTE To reduce start-up labor on a retrofit project, existing network schedules can be used by the i-Vu® application. However, switching to local schedules allows for schedule retention after a power failure and local schedule maintenance tables. If a controller uses a different schedule number, complete the following steps. CAUTION! Failure to follow these steps may result in unexpected equipment operation. 1 On the navigation tree, select the controller. 2 Click the Schedules page, then CCN tab. 3 Adjust the following fields: • Schedule number - enter the CCN schedule number in use at the controller. • Override time (optional) - enter the number of minutes of the desired override and verify that the controller override time is greater than or equal to this number • Override group - enter the number of the group, if you have established one i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 15 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Working with equipment in the interface You can view and adjust equipment operation from the following pages: Devices pages Select the system level on the navigation tree to view the Devices page, where you can: • Upload source files or just parameters • Download source files, schedules, parameters, or BBMD tables • Check status and error messages • View model, IP address, drivers, device ID • Edit device names Graphics pages (page 17) You can view and adjust your essential building controls on most Graphics pages. Equipment drawings show the current status of mechanical equipment. Adjust setpoints (page 34) on a Graphics page. To upload a graphic from ViewBuilder, double-click the controller in the navigation tree or right-click and select Configure. Logic pages (page 24) Logic pages show the control program for a piece of equipment. Use the sequence of control and yellow status values on the Logic pages for troubleshooting your mechanical equipment. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 16 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Properties pages (page 22) You can monitor and control point sources. 1 Select the equipment in the navigation tree. 2 Click Properties page > Control Program tab. 3 Expand the plus sign next to the desired table. Properties/Microblock popups Click a property or point to open the microblock popup to view and change details, including forcing or locking values. Graphics pages You can view and adjust your system from Graphics pages, which include navigation maps, floor plans, and equipment. Some typical controls that may appear on a graphics page are: • Button or switch to turn equipment on or off • Input field to set a property value • Drop-down list to select a state • Interactive zone sensor to override an unoccupied schedule i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 17 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface • Setpoint graph to adjust setpoints • Trend graph to view trend information • Link to jump to another i-Vu® page or to the Internet NOTES • Right-click a value, then select Details to view and change properties in the microblock pop-up. • Right-click a value, then select Global Modify (page 26) to view and change the property in other control programs. • A yellow dashed box around a value indicates the value is locked or forced. • If a graphic does not fit in the action pane, right-click it and select Scale to Fit to make it fit the action pane. Select Scale to Fit again to return the graphic to its original size. To attach a graphic in the i-Vu® interface 1 On the navigation tree, right-click the item that you want to attach a graphic to, then select Configure. 2 Equipment graphic only: If the system has other control programs of this type, select which control programs you want to change. NOTES 3 ○ If the control program is in an IP router, the second option will change the graphic for all control programs of this type only on the IP network. ○ If the control program is on the network below an IP router, the second option will not change the graphic for the router's control programs of this type. Do one of the following: If the graphic is... In the Views Available list a. Select the graphic, then click Attach. b. Click Accept. Not in the Views Available list a. Click Add New. b. Browse to select the view file. c. Click Open. d. Click Continue. e. Click Close. f. Click Close again. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 18 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface NOTES • Select a graphic in the Attached list to edit the following information for the graphic: • • Display Name–The name that appears in the Graphics button drop-down list Category–The name of the category that multiple graphics may be sorted into in the Graphics button drop-down list NOTE Changes to Display Name or Category apply only in the i-Vu® interface and are not retained if you export source files. • • Reference Name–The name that is used to create links to the graphic in ViewBuilder Default View–Sets the selected graphic as the default view if the tree item has multiple graphics. The default graphic is bolded in the Attached list. Included in download–Equipment graphics only. Select to have the .view file included in an All Content download so that it can be uploaded by Field Assistant. The graphic will have Attached list. Requires 4.x or later drivers. • beside it in the You can click Delete Unused at the bottom of the Views section to delete all unattached graphic files from your system. To edit a graphic from the i-Vu® application in ViewBuilder 1 In the i-Vu® interface, double-click the controller in the navigation tree or right-click and select Configure. 2 Select appropriate options. 3 Click Edit Existing button under Views. 4 Click Save and place the file in an appropriate folder. 5 Open ViewBuilder. 6 Select File > Open. Browse to your saved graphic and click to open. 7 Edit and save with a new name - the original system name is locked and cannot be used for an edited graphic. NOTE Names are case sensitive and should not have spaces and/or special characters. To edit a graphic on an i-Vu® client On an i-Vu® client, you can get a copy of a graphic from the server, edit it, then put it back on the server. To get the graphic 1 On the i-Vu® naviagtion tree, right-click the item that the graphic is attached to, then select Configure. 2 At the bottom of the Views section, click Edit Existing. 3 Select the graphic you want to edit. 4 Click Save 5 Browse to the folder you want to put the file in. 6 Click Save. 7 Click Close. 8 Click Close again. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 19 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To put the edited graphic back on the server 1 On the i-Vu® navigation tree, right-click the item that the graphic is attached to, then select Configure. 2 At the bottom of the Views section, click Add New. 3 Browse to select the .view file. 4 Click Open. 5 Click Continue. 6 Click Close. 7 Click Close again. To organize multiple graphics for a tree item In the i-Vu® interface, you can create categories and assign graphics to them so that the Graphics button dropdown menu has the graphics arranged by category. This is typically done in ViewBuilder or SiteBuilder. See "To define i-Vu® navigation" in ViewBuilder Help and "To attach graphic files" in SiteBuilder Help. To add a Graphics category in the i-Vu® interface 1 On the System Options tree, click 2 Click Add. 3 Type the Category Name and Reference Name. 4 Optional: Select a privilege so that only operators with that privilege can access graphics in the category. 5 Click Accept. to the left of the Categories folder, then select Graphic. NOTES • • To edit a category, select the category, make your changes, then click Accept. To delete a category, select the category, click Delete, then click Accept. To assign a graphic to a category in the i-Vu® interface 1 On the navigation tree, right-click the item that the graphic is attached to, then select Configure. 2 Under Views, select the graphic in the Attached list. 3 Select the category in the Category field. 4 Click Accept. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 20 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To control equipment using an interactive zone sensor An equipment graphic may include an interactive zone sensor that provides you with the following control. If the sensor is a... ZS SPT Standard, Plus, or Pro SPT Pro-Plus i-Vu® Standard/Plus v6.5 Owner's Guide You can... • Click • Click to override the schedule and put the zone in an occupied state. To cancel an override, continue clicking until the display shows 0. • See that the zone is in an occupied state when the green LED is lit. • Click the WARMER or COOLER button to adjust the setpoint. • Click the MANUAL button to override the schedule and put the zone in an occupied state. • Click the INFO button to cycle through the following information: to raise the setpoint or to lower the setpoint. • Outside air temperature, if enabled in the control program • Override time remaining • Heating setpoint • Cooling setpoint • See the Occupied/Unoccupied state in the display. • Click the WARMER or COOLER button to adjust the setpoint. • Click the MANUAL button to override the schedule and put the zone in an occupied state. • Click the INFO button to cycle through information such as: • Outside air temperature • Override time remaining • Heating setpoint • Cooling setpoint • Click the FAN button to adjust the fan speed. • Click the MODE button to perform customer-specific functions. • See the Occupied/Unoccupied state in the display. Carrier Proprietary and Confidential 21 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Properties pages Properties pages are automatically generated from control programs. Properties pages show the status of a piece of equipment and the points/properties currently stored in it. See Checkout input and output, alarms, trends, and network points for details. Use Properties pages to: • View the status of a piece of equipment. See Colors and status in the i-Vu® interface (page 7). • View or change the equipment point/properties currently stored in the controller. • Commission equipment • Set up Linkage. Refer to your individual controller's Installation and Start-up Guide for detailed explanations of the points/properties. To view or edit properties on a Properties page 1 Select a controller on the navigation tree, click Properties, and then select the appropriate tab. NOTE You must resolve any condition described in red text at the top of the page before a Properties page can obtain current information from its controller. 2 Click 3 Do one of the following to change a property: 4 to show property details. ○ Select or clear a checkbox ○ Select an item on a drop-down list ○ Change text in a text field Click Accept. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 22 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface NOTES • Click the bold, underlined point name to open the editable microblock pop-up • Right-click a value, then select Details to view and change properties in the microblock pop-up. • Right-click a value, then select Global Modify (page 26) to view and change the property in other control programs. • Use Search/Replace on the Network Points tab to replace a term in the point address with another address. • For the legend of status colors, see Colors and status in the i-Vu® interface (page 7). • A yellow dashed box around a value indicates the value is locked or forced. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 23 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Logic pages The Logic page shows a custom control program for a programmable controller. The live data (yellow text) is updated every few seconds and when you click the Logic button. The control program uses exact property values for its calculations, but values are rounded to 2 decimal places when displayed on the Logic page. TIP Click anywhere on the Logic page, then use your keyboard's Page Up, Page Down, and arrow keys to scroll through the page. NOTE If you find an unexpected value on a Properties page or a Logic page, you can use the Logic page to troubleshoot. To view a Logic page 1 Select a custom control program on the navigation tree. 2 Click Logic. 3 Click a microblock to view its details. To locate a microblock, section, or label 1 Right-click the Logic page, then select Jump To. 2 Do one of the following: ○ On the Microblock or Section tab, select an item to have it located and highlighted. ○ On the Label tab, select a label to display a reduced logic page outlined in yellow that shows all instances of the label. A red box indicates an output label; a yellow box indicates an input label. Click a red or yellow box to jump to that label in the full-size logic page. NOTE You can also click a label on the full-size logic page to display the reduced logic page. To change properties, alarms, or trends 1 Click a microblock on the equipment’s Logic page. 2 In the microblock pop-up, click the Properties, Alarms, or Trends button. 3 Change properties, alarms, or trends for that microblock in the same way that you would make changes on a regular Properties (page 22), Alarms, or Trends page. 4 Click Accept. NOTE Right-click a value, then select Global Modify (page 26) to view and change the property in other control programs. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 24 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Using a Logic page to troubleshoot The i-Vu® application monitors your system and provides feedback. If you get unexpected feedback, you can use a Logic page as a troubleshooting tool. On the Logic page, work your way backward (right to left) through the sequence in the control program to discover what caused the problem. See Microblock Reference to understand what each microblock in the sequence is doing. Unexpected feedback Possible cause Space temperature reads excessively high or low • The sensor has a short (or open) circuit. Verify wires are properly connected at the sensor and controller. • A sensor is missing or configured incorrectly. Open the sensor or input microblock from the Logic page to verify its configuration. Equipment displays an unexpected color - effective setpoints are different than the programmed setpoints Gaps in trend data on trend graph NOTE Equipment operates using effective setpoints. Open the Setpoint microblock from the Logic page and check the following: • Hysteresis • Demand Level • Optimal Start • Timed Local Override (TLO) • Setpoint Adjust Usually gaps result if network communication was disrupted or a point was temporarily disabled. If the gap is not the result of interrupted communication, send reports more frequently. From the Logic page, open the trend microblock that displayed the gap in data, then decrease the notification threshold so that it is approximately 40% of the buffer size (allocated memory size) for that microblock. The i-Vu® application is not receiving alarms from a BACnet alarm microblock Locate the microblock on the Logic page. If the color square on the microblock is black, the alarm is disabled. To enable it: 1 Click the microblock. 2 In the microblock pop-up, click the Alarms button. 3 On the Enable/Disable tab, select Potential alarm source. The equipment is on when I expect it to be off, or off when I expect it to be on Use the Logic page to determine whether the program is sending an unexpected signal and why, or if the problem is with the physical equipment. For example, the On-Off-Auto (OOA) switch on the controller for that equipment may be locked in the On (Hand) position. Sensor value on the Properties page does not match the reading from handheld sensor Calibrate the sensor. i-Vu® Standard/Plus v6.5 Owner's Guide On the Logic page, check to see if the output point is locked on. Carrier Proprietary and Confidential 25 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Changing multiple microblock properties Two i-Vu® features, Global Modify and Global Copy, allow you to view and change multiple microblock properties at the same time. CAUTION Global Modify and Global Copy are convenient for making widespread changes in your system. But, because they do not take into account the operation of individual equipment, your changes could produce undesired results in your equipment or system operation. Use with caution because these features do not have an Undo function. TIP Click application. to copy a microblock's reference path to the clipboard so you can paste it into another field or To use Global Modify Use the Global Modify feature to: • View a microblock’s full path, control program name, and the privileges required to change its properties. • View or change a single property in several control programs at one time. • View errors on Graphics and Properties pages. 1 Browse to any page that displays the property you want to view or change. 2 Do one of the following to open Global Modify: 3 ○ Alt+click the property. ○ Right-click the property and select Global Modify. Make changes to the Control Program field, if needed. NOTES ○ Use wildcards in the Control Program field to broaden the search. For example: vav* matches vav, vav1, vavx, vav12345 vav*z matches vavz, vav1z, vavxz, vav12345z vav*1*2 matches vav12, vavabc1xyz2 vav?? matches vav11, vav12, vavzz, but does not match vav, vav1, vav123 * matches any control program ○ Click Show Advanced to view the location, value, and privileges associated with this property. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 26 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface 4 Select the tree item that you want to search under for every occurrence of that microblock in other control programs. 5 Click Find All. 6 Select the properties in the list that you want to change. 7 Do one of the following: a) Type a New Value to the right of each selected item. b) Select Enable All, type a new value in b, then click Set All To. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 27 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface c) 8 Select Enable All, type a new value in c, then click Change All By. Click Apply Changes. NOTE To modify several properties in multiple control programs at the same time, use Global Copy. To use Global Copy Use Global Copy to copy any or all of the following from one control program to other equipment using the same control program: • • • • Embedded trend graph settings Custom trend graphs Custom reports Other editable properties to other pieces of equipment using the same control program. 1 On the navigation tree, right-click the piece of equipment that has the properties you want to copy, then select Copy Control Program Properties. 2 Click OK when you see This will copy this control programs properties to other control programs of the same type. Continue?. This opens the next screen and does not lock in any changes. 3 In the Global Copy dialog box, select the items that you want to copy. 4 Select the area on the tree containing similar control programs that you may want to copy these properties to, then click Search. All instances at that level and below are listed in the expanded lower window. 5 Check or uncheck items as needed. 6 Do one of the following: 7 ○ Check Skip bad values to copy all values except a bad value (it cannot be copied because you do not have the necessary privilege, the property to be copied is undefined, etc.). ○ Uncheck this field to prevent any values from being copied if a bad value is found. Click Apply Changes, then close the Global Copy dialog box. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 28 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Checking controller status On the i-Vu® navigation tree, you can select a router, site, or the system, and then click the Devices button to: • View the status of controllers (page 29) • View controller information such as address, model, driver, and .view files included in download • Download or upload to resolve a mismatch (page 32) • Troubleshoot network communication • Download or upload files for Field Assistant NOTES • Use Ctrl+click, Shift+click, or the Select All checkbox to select multiple controllers. • • Click Hold to stop pending downloads or uploads. Active downloads Icons in the Tasks column indicate the following: or uploads cannot be stopped. Active—The i-Vu® application is downloading to the controller. Active—The i-Vu® application is uploading from the controller. Pending—You initiated the download, and the controller is waiting for its turn to download. Failed—The download failed. See If a controller fails to download. On Hold—Indicates you clicked Hold to stop a pending • download. Click in the upper left-hand corner to view a log of activity on the Devices page in the current session. Copy to Clipboard lets you copy the text to paste it into another application. Status messages On the i-Vu® navigation tree, you can select a router, site, or the system, and select the Devices page to view the status of controllers. The Status column shows a description of the controller's current state. Hold your cursor over that description to see hover text with a more detailed description. If multiple conditions exist, the i-Vu® interface displays the message with the highest priority. The table below shows all possible messages. The message color indicates the following: Black—In process Red—An error occurred Blue—Requires action from the user i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 29 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface i-Vu® Open routers/controllers Status column message Hover text message Notes Black messages: Downloading The controller is downloading, communications may be disabled Uploading The controller is uploading, communications may be disabled Pending This controller is waiting to be processed. Processing Clipping Clipping operation in progress. Do not make changes during this operation, as they may corrupt your system. Red messages: Communications Error Cannot communicate with this controller. Connection Disabled The connection for this controller has been Occurs if someone stopped the disabled. connection. Connection Error The connection for this controller failed to start. Occurs if the connection is misconstrues or failed to start. Controller offline The controller is offline. This only appears for equipment controlling slave devices that it is unable to communicate with. Download Failed (Message depends on the cause of the failure.) Download Not Permitted This controller is not permitted to download. Error An unknown error has occurred. Missing Files Upload failed. Server is missing the source files. Not Uploadable This controller is not configured for content upload. Out of Service This controller is out of service. Unsupported Controller This controller does not support content upload. Upload Not Permitted This controller is not permitted to upload. USB Unplugged Cannot communicate with the controller because the USB cable is unplugged. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 30 Occurs if you attempt to upload a controller with a pre-4.x driver. Applies only to the i-Vu® Standard and Plus applications. CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Status column message Hover text message Notes Controller Replaced This controller has been replaced by another controller of the same type in the field. 4.x driver only Download All Content Please download all content to the controller. Download Parameters To download parameters, highlight row and select Parameters from the Download Action menu and click Download. Download Schedule To download schedules, highlight row and select Schedules from the Download Action menu and click Download. Driver Parameter Mismatch Driver parameter differences detected. Upload parameters from the controller or download parameters to the controller. Network Ready for Upload To upload this network, select the router in the tree and Find Devices. Parameter Mismatch Control program parameter differences detected. Upload parameters from the controller or download parameters to the controller. Program Mismatch Content differences detected. Upload all content from the controller or download all content to the controller. Unprogrammed Controller Applies only to a programmable controller To add control programs, click Add that does not have any control programs in Control Program. it. Upload All Content Please upload all content from the controller. Blue messages: 4.x driver only General messages: This controller is ok. Cancelled The last operation on this controller was cancelled CCN controllers/equipment Status column message Hover text message Notes <blank> This is a known control program from a previous discovery, but communications with it has not been attempted since the user logged in. Successful rescan. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 31 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Downloading Downloading changes. Communications will resume shortly. New Control Program A new controller was found at the scanned address and added to the system. New Version Applied This controller's program or views have been updated with a newer version. Red messages: Communications Error Cannot communicate with this controller. Download Failed <The message is specific to the failure.> USB Unplugged Cannot communicate with the controller because the USB cable is unplugged. Applies only to the i-Vu® Standard and Plus applications. Blue messages Classification Mismatch The controller at this address was previously a Bridge routing to other controllers. Download All Content Please download all content to the controller. Model Mismatch The controller at this address is the wrong model. Rescan Required A configuration change was made to this control program therefore a rescan is required to get the correct graphic and control logic components. Handling parameter mismatches A parameter mismatch occurs when a value in a controller does not match the value in the system database. This can be a driver or control program value. Use either of the following methods to handle mismatches in your system. • Method 1: Check Always resolve parameters on mismatch on the System Settings > Communications tab to have the i-Vu® application automatically upload if a value was changed in the controller or automatically download if a value was changed in the i-Vu® interface. • Method 2: Uncheck Always resolve parameters on mismatch so that you can evaluate a mismatch to determine the correct value. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 32 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To find mismatches in your system If your system uses Method 2, you can find mismatches in the following places: ○ The Devices page > Manage tab > Status column will show Parameter Mismatch. ○ The Properties page for a controller, driver, control program, or point will show one of the following red messages at the top of the page stating: Control Program parameter differences detected. Driver parameter differences detected. Parameter download required. The value that has a discrepancy will appear with a purple box around it. Hover your cursor over the field to see: or ○ Go to Reports > Equipment > Parameter Mismatch, and then click Run to get a report of any existing mismatches in your system. NOTE The Downloads page > Tasks column will show Resolve Parameters for any mismatches that your system discovered in the 3 places listed above. To resolve a mismatch 1 Go to one of the following: • • 2 Devices page - Click the Parameter Mismatch link Properties page that shows one of the red messages above Click one of the following: ○ Resolve to let the i-Vu® application download changes made in the i-Vu® interface or upload changes made in the controller. Click the Details button to see what the discrepancy is and whether Resolve will download or upload parameters. See NOTE below. ○ Upload to upload the parameters from the controller to the i-Vu® application ○ Download to download the parameters from the i-Vu® application to the controller NOTE On the Devices page with Show Control Programs unchecked, if a controller has simultaneous mismatches in the driver and control program, clicking Details will show that a control program mismatch exists but it will only show details for the driver mismatch. You must go to the control program in the tree to see details of that mismatch. However, clicking Resolve will resolve both mismatches. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 33 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Managing setpoints The Setpoint graphic shown on a standard equipment graphic indicates the base setpoint values (Occupied High/Low, Unoccupied High/Low). The i-Vu® application reads these values back periodically, typically within 10 seconds. The timing can vary based on network traffic, the number of controllers in the database, and several other variables. Setpoints that are changed in the field via another user interface are displayed in the i-Vu® interface as soon as they are detected. You can, at any time, change the setpoints from i-Vu® graphics by using the slider or by entering numeric values directly. Updated setpoints are transmitted to the controller when you Accept the changes. Setpoints can also be changed on the Properties page > Control Program tab > Space Temperature and Setpoints. or Configuration > Setpoints. NOTE Power and Standard operators may only edit Occupied/Unoccupied and Heating/Cooling setpoints. They cannot edit Demand levels or more detailed setpoint parameters. The various color bars indicate adherence to or deviation from the setpoint. You can change the current default settings for setpoint deviation. Select a color band on the setpoint graph to see the current setpoints in the Heating and Cooling fields. The values in this graphic are Fahrenheit. See setpoint descriptions below. NOTE This graphic is an example only. Your setpoints may differ. Color i-Vu® Standard/Plus v6.5 Owner's Guide Condition Green Temperature is within the Occupied Low and High Setpoint Grey Temperature is within the Unoccupied Low and High Setpoint Light Blue Temperature is less than 2°F below the Occupied Low Setpoint Dark Blue Temperature is more than 2°F below the effective Low Setpoint but less than 4°F below the effective Low Setpoint Yellow Temperature is less than 2°F above the effective High Setpoint Orange Temperature is more than 2°F above the effective High Setpoint but less than 4°F above the effective High Setpoint Carrier Proprietary and Confidential 34 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Condition Color Red Temperature is more than 4°F above or below the effective setpoints Adjust setpoints • Programmed setpoints are set and changed by operators. • Effective setpoints reflect the impact of other system conditions on the programmed setpoints, such as setpoint adjustments, and hysteresis. Effective setpoints control the equipment. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 35 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To change programmed setpoints: 1 2 3 Navigate to a setpoint control in one of the following places: ○ Properties page > Control Program tab > Configuration > Setpoints ○ The setpoint microblock pop-up on a Logic page ○ A Graphics page (Click a setpoint trend graph control to access the editable setpoint bar.) Make changes on a programmed setpoint bar by either: ○ Clicking and dragging the segment or the gap between segments ○ Typing new values in the Heating and Cooling fields Click Accept. Demand Control Demand Control is a cost-saving strategy that saves energy while maintaining comfort in the following ways: • Controlling energy use to avoid peak demand, ratchet, or time of use utility charges • Maintaining ventilation at relaxed setpoints rather than shutting down equipment (as with load shedding or duty cycling) Before you can use Demand Control effectively, you must: • Obtain details regarding past energy usage and peak demand, ratchet, and time of use charges from your energy provider. • Understand the demand profiles of the zones you are controlling. Demand Control can be customized at the zone level. For example, you may relax the setpoints in some zones, like break rooms and closets, by a few degrees, but you may not want to relax setpoints in computer rooms at all. To define Demand Control properties 1 On the navigation tree, select the electric meter. 2 Select Properties > Control Program and expand the Demand Level Parameters section. 3 Type the Start and End time to define the time period that you want demand control to be in effect for this zone. 4 Type kilowatts per hour (kW/hr) in the Level columns to define the amount of power that the demand must exceed before the i-Vu® system calls for a higher demand level. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 36 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface NOTE Levels are defined in the electric meter control program in the Snap application. You can test the Demand Levels by locking the meter to a value. In the example below, during Period 4, defined as 12:00 (noon) to 16:00 (4:00 p.m.), if the demand exceeds 800 kW/hr, the i-Vu® system will use Demand Level 1 setpoints. If the demand exceeds 1000 kW/hr, the i-Vu® system will use Demand Level 2 level setpoints and so on. Configuring Optimal Start Enable and configure Optimal Start on the Properties page > Control Program tab > Configuration > Setpoints. Your control program could be configured for Optimal Start or for both Optimal Start and Optimal Start Type. NOTES • The Optimal Start options depend on the revision date of the control program in your controller. • Optimal Start is automatically disabled when Properties > Control Program > Maintenance > Occupancy > BAS On/Off is set to either Unoccupied or Occupied. Optimal Start Optimal Start adjusts the effective setpoints to achieve the occupied setpoints by the time scheduled occupancy begins.The Optimal Start recovery period may begin as early as 4 hours prior to occupancy. The algorithm works by moving the unoccupied setpoints toward the occupied setpoints. The rate at which the setpoints move is based on the outside air temperature, design temperatures, and capacities. The following conditions must be true for optimal start to operate: • On the Properties page > Control Program tab > Configuration > Setpoints > Optimal Start, the Default Value must be set greater than 0 and less than or equal to 4 (0.00 disables Optimal Start). • The system is unoccupied NOTE If the Open controller does not have a valid outside air temperature, then a constant of 65° F is used. This value is not adjustable. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 37 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface The actual equation that the controller uses to calculate Optimal Start is nonlinear. An approximation of the result is shown below. To change Optimal Start settings: 1 In the navigation tree, select the equipment that you want to change. 2 Select Properties page > Control Program tab > Configuration > Setpoints. Optimal Start Type If you have Optimal Start Type, you must choose from the following: • None • Temperature Compensated Optimal Start • Learned Adaptive Optimal Start To select the method used to change from unoccupied to occupied setpoints: 1 In the navigation tree, select the equipment that you want to change. 2 Click Properties page > Control Program tab > Configuration > Setpoints. 3 Select option from the Optimal Start Type drop-down list. 4 See below to make further adjustments. None – The unit will not start to control to the occupied setpoints until the unit goes into an occupied mode. Setpoints do not ramp, but change immediately from unoccupied to occupied values. When you select None, you must set all Learning Adaptive Optimal Start transition factors, identified by their themographic color, to 0. These are located directly above the Effective Set Points graph. Temperature Compensated – The unit changes to occupied setpoints at some time prior to the occupied time, not to exceed the hours you set for Optimal Start. The start time is determined by the current error between space temperature and the appropriate heating or cooling setpoint. At that time, the setpoints do not ramp, but change immediately from unoccupied to occupied values. When selecting Temperature Compensated, you must set all Learning Adaptive Optimal Start transition factors, identified by their thermographic color to 0. These are located directly above the Effective Set Points graph. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 38 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface When selecting Temp Compensated, you can adjust the following: • Heat Start K factor (min/deg) – If Optimal Start Type is Temp Compensated, this is the time in minutes per degree that the equipment starts before the occupied period when the space temperature is below the occupied heating setpoint (including any setpoint offset). • Cool Start K factor (min/deg) – If Optimal Start Type is Temp Compensated, this is the time in minutes per degree that the equipment starts before the occupied period when the space temperature is above the occupied cooling setpoint (including any setpoint offset). NOTE The default value for the above is 15.00 and the range is 0 to 99. Learning Adaptive Optimal Start – This function gradually adjusts the unoccupied setpoints over a specified period of time to achieve the occupied setpoint by the time scheduled occupancy begins. This learning adaptive algorithm uses the learned heating capacity and learned cooling capacity values to calculate the effective setpoints prior to the occupied start time. The algorithm calculates a learned cooling and heating capacity during the previous unoccupied time. Set the Learning Adaptive Optimal Start recovery period from 1 to 4 hours in Optimal Start. When the Learning Adaptive Optimal Start routine runs, adjustments are based on the color that is achieved when occupancy begins. Adjustment amounts are defined in the thermographic color fields located directly above the Effective Setpoints graph under Setpoints. EXAMPLE The heating capacity for a zone is 5° per hour (default). When the zone becomes occupied, the zone temperature is 1° below the occupied setpoint, indicating a need for additional heat. Because the zone temperature was low by 1°, the learned heating capacity is decreased by the value entered in the LtBlue thermographic color field (0.0600 default). As a result, the learned heating capacity is adjusted to 4.94° for the next optimal start period. Since the algorithm has calculated that the equipment has less capacity to bring the temperature to setpoint within the configured recovery period, the setpoint adjustment begins sooner in the next unoccupied period. To change the adjustment values in the Learning Adaptive Optimal Start routine: 1 In the navigation tree, select the equipment that you want to change. 2 Click Properties page > Control Program tab > Configuration > Setpoints. 3 Adjust the color fields between the Zone Setpoints graph and the the Effective Setpoints graph. When you determine that no further start time optimization is required, you can disable Heating and Cooling Capacity adjustments by setting the color field values to 0.0. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 39 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface You can reset the learned heating and cooling capacities by entering a value into either the Heating Capacity or Cooling Capacity, located beneath the Zone Setpoints graph. CAUTION When using Learning Adaptive Optimal Start, be sure that all equipment is properly maintained so that your system does not “learn” to compensate for dirty filters or loose fan belts. Monitoring and controlling equipment You can monitor and control your equipment from: • • • The Open controller's Properties (page 22) pages The CCN controller's Properties (page 22) pages and the tables that are available when you expand the categories under the controller in the navigation tree The equipment graphic (page 17) (if applicable) i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 40 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To lock a BACnet point or value You can lock certain editable parameters to a specified setting from the Properties page or microblock popup. 1 Select the Lock checkbox. 2 Type the value you want to send to the controller. 3 Click Accept. NOTE Locked values are indicated by a dashed yellow line on graphics. On Properties page > Control Program tab, click to locate the point you wish to lock. On the microblock popup: 1. Click on the underlined Name or Reference Name of the point on any of the Properties tabs to open the point/properties details popup. 2. Click Properties page > Details tab to lock a value. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 41 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To force a CCN point value You can force certain editable point values to a specified setting from: • Equipment tables - click next to the equipment to expand tables • A graphic - hold down Ctrl and, using your mouse, click on the point value on the graphic. A microblock popup appears. • Properties pages Forced values are indicated by a dashed yellow line on graphics. 1 Select the Force checkbox. 2 Type the value you want to send to the device. 3 Click Accept or Apply. Working with drivers in the i-Vu® interface You can make the following changes to a driver in the i-Vu® interface. • Change or upgrade a driver. See topic below. • Reload a driver if it becomes corrupt (for example, a driver page is missing). On the i-Vu® navigation tree, right-click the controller or driver, then select Reload Driver. Reloading updates all instances of the driver throughout the system and marks the controller(s) for an All Content download. Changes you made on the driver pages in i-Vu® remain in effect. After you make these changes, you must Download All Content to the affected controller(s). To view or change a driver To view the driver • In the Installer view, select the router in the navigation tree and select Devices > Advanced tab. • From Installer or User view, right-click the controller in the navigation tree and select Driver Properties. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 42 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To change a driver 1 From Installer or User view, right-click the controller in the navigation tree and select Driver Properties. 2 Select the Properties page, Update tab. 3 In the Controller section, if other controllers in the system use this driver, select which controllers you want to change. 4 Do one of the following: If the driver is... In the Driver Version drop-down list a. Select the driver. b. Click Accept. Not in the Driver Version drop-down list a. Click Add. b. Browse to select the driver. c. Click Open. d. Click Continue. e. Click Close. f. Click Close again. 5 You can continue and also change the screen file, or, if finished, Download All Content to the controller. 6 See Update the equipment library (page 73) for details on implementing a new library version of drivers and screen files. CAUTION Selecting the Delete Unused button permanently removes the files from the database. To change a screen file 1 If other controllers in the system use this screen file, select which controllers you want to change. 2 Do one of the following: If the Screen file is... In the Screen file drop-down list a. Select the screen file. b. Click Accept. Not in the Screen file drop-down list a. Click Add. b. Browse to select the screen file. c. Click Open. d. Click Continue. e. Click Accept.. 3 Download All Content to the controller. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 43 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface Working with touchscreen or BACview® files in the i-Vu® interface To use a touchscreen device or BACview® to view or edit a controller's property values, you must download a screen file (.touch, .bacview, .S37, or.kpd) to the controller. The screen file is typically downloaded with the initial download to the controller, but you can select a different file in the i-Vu® interface. To select a different screen file 1 On the i-Vu® navigation tree, right-click the controller, then select Driver Properties > Update tab. 2 If other controllers in the system use the current screen file, select which controllers you want to change. 3 Do one of the following: If the screen file is... In the Screen file drop-down list Select the file. Click Accept. Not in the Screen file drop-down list Click Add. Browse to select the screen file. Click Open. Click Continue. Click Close. Click Close again. 4 Download All Content to the controller. NOTE You can click Delete Unused in the Screen File section to delete all unused screen files. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 44 CARRIER CORPORATION ©2016 All rights reserved Working with equipment in the interface To edit a screen file on an i-Vu® client On an i-Vu® client, you can get a copy of a screen file from the server, edit it, then put it back on the server. To get the screen file 1 On the i-Vu® navigation tree, right-click the controller that uses the screen file, then select Driver Properties > Update tab. 2 Under Screen File, click Edit. 3 Click Save as. 4 Browse to the folder you want to put the file in. 5 Click Save. 6 Click Close. To put the edited file back on the server 1 On the i-Vu® navigation tree, right-click the controller that uses the screen file, then select Driver Properties > Update tab. 2 Under Screen File, click Add. 3 Browse to select the file. 4 Click Open. 5 Click Continue. 6 Click Close. 7 Click Close again. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 45 CARRIER CORPORATION ©2016 All rights reserved Using Alarms, Trends, and Reports Using Alarms, Trends, and Reports See i-Vu® Help for detailed information on: • Setting up and using Alarms • Viewing and customizing Trends • Running standard reports and creating custom Reports i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 46 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers Setting up i-Vu® client devices and web browsers The i-Vu® system can be viewed on the following client devices and web browsers. Computers The client computer should have at least: • Dual core processor • 1.5 GB RAM • Communications link of 10 Mbps or higher The i-Vu® application will work with slower computers and slower links, but the results may not be satisfactory. A computer with this operating system... Supports these web browsers... Windows® GoogleTM ChromeTM v44.0 or later 1 Internet Explorer® v11 Desktop Microsoft® Edge Mozilla® Firefox® v39.0 or later Mac® OS X® (Apple® Mac only) Safari® v8 or later 2 Google Chrome v44.0 or later Mozilla Firefox v39.0 or later Linux® Google Chrome v44.0 or later Mozilla Firefox v39.0 or later 1 Best performance 2 Best performance unless browser is running on a Mac® Mini or a MacBook: WARNING If machine is running Mountain Lion 10.8x with an integrated Intel HD 400 graphics card, it will experience display issues. Use one of these workarounds for better performance: • • If an additional NVIDIA graphics card is available, manually switch the graphic card setting in MAC® OS X® to use that card. If not, use GoogleTM ChromeTM v44.0 or later. Mobile devices NOTES • Most mobile devices do not support plug-ins (Java Runtime Environment, Flash, PDF reader, etc.) so some iVu® add-on applications and other features may not work. The following do support plug-ins: • • • Surface Pro with IE 11 Desktop Surface 3 Touch functionality on mobile devices not tested by Carrier may or may not work with the i-Vu® application. Use at your own risk. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 47 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers A tablet with this operating system Web browser Tested tablets iOS Safari v8 or later Apple® iPad® Windows® RT Internet Explorer® 11 or Metro-style Internet Explorer® 11 Microsoft® Surface Windows® 8.1 Pro Internet Explorer® 11 or Metro-style Internet Explorer® 11 Microsoft® SurfaceTM Pro Windows® 10 Internet Explorer® 11 Microsoft® SurfaceTM Pro Microsoft® Edge Microsoft® SurfaceTM 3 AndroidTM GoogleTM ChromeTM v23.0 or later GoogleTM NexusTM 7 and 10 A smart phone with this operating system Web browser Tested smart phones AndroidTM GoogleTM ChromeTM v44.0 or later Nexus 6 iOS Safari v8.4 Apple® iPhone 6 Apple® iPhone 6 Plus Windows® Phone 10 Microsoft® Edge Nokia LumiaTM 830 Setting up and using a computer with the i-Vu® system • Set the monitor's screen resolution to a minimum of 1024 x 768 with 24- or 32-bit color quality • You may want to disable the computer's navigation sounds. Mac only NOTE The instructions below are for a Mac OS X 10.8. Other versions may vary slightly. See your computer's Help if necessary. Computer settings To change setting... Enable right-clicking to see right-click menus: On a Mac On a MacBook i-Vu® Standard/Plus v6.5 Owner's Guide 1 Select System Preferences > Mouse. 2 Click the drop-down list that points to the mouse's right-click button, then select Secondary Button. 1 Select System Preferences > Trackpad. 2 Enable Secondary click. Carrier Proprietary and Confidential 48 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers The instructions in Help are for a Windows computer. For instructions that include the Ctrl key, replace Ctrl with Command. For example, replace Ctrl+click with Command+click. Setting up and using a web browser to view the i-Vu® interface To set up and use Internet Explorer NOTES • The instructions below are for Internet Explorer® 11. Other versions may vary slightly. See your web browser's Help if necessary. • If the menu bar is not visible, right-click on the window's header, and then select Menu bar. Web browser settings To set in Internet Explorer... Accept First-party and Third-party cookies Tools > Internet Options > Privacy > Advanced button Automatically check for newer versions of stored pages Tools > Internet Options > General > Browsing history > Settings button Load ActiveX Control Tools > Internet Options > Security > Custom Level button. Under ActiveX controls and plug-ins, set the following: • • • • Download signed ActiveX controls > Prompt Download unsigned ActiveX controls > Disable Run ActiveX controls and plug-ins > Enable Script ActiveX controls marked safe for scripting > Enable Select Play animations in web pages Tools > Internet Options > Advanced > under Multimedia Disable all the options on the Explorer Bar View > Explorer Bars Disable web browser's pop-up blockers Tools > Pop-up Blocker > Turn Off Pop-Up Blocker Disable external toolbar pop-up blockers Varies Hide the web browser's toolbars View > Toolbars To... Do the following... Maximize the web browser window Press F11 to turn full-screen mode on\off, or use the minimize/maximize button in the top right corner of the browser window. Have 2 different users logged in to the i-Vu® system on the same computer Start a new web browser session. Select File > New Session. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 49 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers To... Do the following... Clear browser cache 1 Select Tools > Internet Options. 2 Click Delete. 3 If you had the i-Vu® system saved as a Favorite, uncheck Preserve Favorites website data. 4 Click Delete again. To set up and use Microsoft Edge The instructions below are for Microsoft® Edge. Web browser settings To set in Microsoft Edge... Do not block cookies More Actions > Settings > View Advanced Settings > Cookies Disable web browser's pop-up blockers * More Actions > Settings > View Advanced Settings > Block pop-ups To... Do the following... Maximize the web browser window * Use the minimize/maximize button in the top right corner of the browser window. Have 2 different users logged in to the i-Vu® system on the same computer * More Actions > New Window Clear browser cache More Actions > Settings > Clear browsing data > Clear * Does not apply to Microsoft Edge on a phone. To set up and use Safari NOTES • The instructions below are for Safari® v8. Other versions may vary slightly. See your web browser's Help if necessary. • We recommend that you do not run Safari in full-screen mode. If you do, i-Vu® pop-ups will open full-screen, covering the main application window. On an Apple® computer (Mac®) Web browser settings To set in Safari... Disable pop-up blocker Preferences > Security > uncheck Block pop-up windows i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 50 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers Web browser settings To set in Safari... Enable JavaScript Preferences > Security > check Enable JavaScript Enable Plug-ins Preferences > Security > check Enable plug-ins Prevent pop-ups from opening in a new browser tab Preferences > Tabs > uncheck Command-click opens a link in a new tab Prevent Safari from automatically opening zip files exported from the iVu® application Preferences > General > uncheck Open "safe" files after downloading To... Do the following... Clear browser cache History > Clear History Have 2 different users logged in to the i-Vu® system on the same computer Start a new web browser session. Select Safari > Private Browsing > File > New window On an Apple® iPad Web browser settings To set on the iPad... Disable pop-up blocker Settings> Safari > set Block pop-ups to Off Enable JavaScript Settings > Safari > set JavaScript to On To... Do the following... Clear browser cache Settings > Safari > Clear History On an Apple® iPhone 6 Web browser settings To set on the iPad... Enable JavaScript Settings > Safari > Advanced To set up and use Mozilla Firefox NOTES • The instructions below are for Mozilla® Firefox® v39.0 on a Windows operating system. Other versions may vary slightly. See your web browser's Help if necessary. • For the first two items in the table below, Linux instructions are in parentheses. All other instructions are the same for Windows and Linux. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 51 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers • If the menu bar is not visible, click bar. • If a message appears in the i-Vu® interface that includes the checkbox Prevent this page from creating additional dialogs, DO NOT check this box. in the top left corner, and then select Options > Menu Web browser settings To set in Firefox... Disable Pop-up blocker Tools > Options > Content > uncheck Block pop-up windows (In Linux: Edit > Preferences > Content) Enable JavaScript 1 Tools > Options > Content > Enable JavaScript. (In Linux: Select Edit > Preferences > Content) 2 Click the Advanced button to the right of Enable JavaScript, then verify the following options are checked: Add-ons Manager • Move or resize popup windows • Raise or lower windows • Disable or replace context menus Select Tools > Add-ons. On this page, you can enable/disable installed add-ons such as: • Adobe® Acrobat® Reader (to view PDF's) • QuickTime Plug-in (to play audible alarms) Only installed Firefox add-ons will show up in the list. To... Do the following... Maximize the web browser window Press F11 to turn full-screen mode on\off. Clear browser cache Tools > Options > Advanced > Network > Cached Web Content > Clear Now Have 2 different users logged in to the i-Vu® system on the same computer Start a new web browser session. Select File > New Private Window. To set up and use Google Chrome NOTES • The instructions below are for GoogleTM ChromeTM v44.0. Other versions may vary slightly. See your web browser's Help if necessary. • If a message appears in the i-Vu® interface that includes the checkbox Prevent this page from creating additional dialogs, DO NOT check this box. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 52 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers On a computer Web browser settings Enable pop-ups To... Clear browser cache To set in Chrome... 1 Click 2 Select Settings. 3 Click Show advanced settings. 4 Under Privacy, click Content settings. 5 Under Pop-ups, do one of the following: on the browser toolbar. • Select Allow all sites to show pop-ups. • Click Manage exceptions. Type your system's IP address or server name in the Hostname pattern field, then set Behavior to Allow. Do the following... 1 Click 2 Select Tools > Clear browsing data. 3 Check the types of information that you want to remove. 4 Select a time range in the drop-down list. 5 Click Clear browsing data. on the browser toolbar. Maximize the web browser window Press F11 on your keyboard to turn full-screen mode on/off. Have 2 different users logged in to the i-Vu® system on the same computer Start a new web browser session. Click window. , then select New incognito On a Google Nexus Web browser settings In the Chrome menu... Turn off desktop mode Uncheck Request desktop site Disable pop-up blocker Settings > Advanced > Content Settings > uncheck Block pop-ups Enable JavaScript Settings > Advanced > Content Settings > check Enable JavaScript Enable Cookies Settings > Advanced > Content Settings > check Accept Cookies To... In the Chrome menu... Clear browser cache Settings > Advanced > Privacy > CLEAR BROWSING DATA i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 53 CARRIER CORPORATION ©2016 All rights reserved Setting up i-Vu® client devices and web browsers Web browser and operating system limitations You can view your i-Vu® system on tablets with the operating systems and web browsers listed in Setting up i-Vu® client devices and web browsers (page 47), but some functionality may be limited as described below. All tablets and smart phones • Audible alarms do not generate a sound. • Firefox currently has many problems supporting touch gestures on tablets. iPad and iPhone 6 • The Jump To feature on a Logic page does not work in Safari® on an iPad® due to way Safari handles JavaScript on secondary tabs. • iOS restricts access to a file system so i-Vu® features that upload or download files on a computer client are disabled on an iPad. This applies to the following configuration features: • • • • • • • • • Configure > Edit Existing or Add New (views, control programs, screen files, drivers) Import clipping System Options > General > Source Files > Export or Import System Options > General > Logs > Download System Options > Security > Permissions > Add System Options > Daylight Saving > Import System Options > Add-ons > Install Add-on Update (patches, service packs, drivers, language packs, graphics libraries, help) Reports saved as XLS • iOS does not support plug-ins (Java Runtime Environment, Flash, etc.) so some i-Vu® add-on applications will not work on an iPad. • When you change a text field in the i-Vu® interface, minimize the keyboard before you click Accept to guarantee that your changes are saved. Microsoft Surface, Surface Pro, and Surface 3 tablets • The Surface RT and IE 10 or 11 Metro do not support plug-ins (Java Runtime Environment, Flash, PDF reader, etc.) so the following features will not work. • Some i-Vu® add-on applications • The Reports page PDF button You can use the Surface Pro with IE 10 or 11 Desktop if you need these features. Google Nexus tablet and Nexus 6 phone • The Nexus does not support plug-ins (Java Runtime Environment, Flash, PDF reader, etc.) so the following features will not work. • • Some i-Vu® add-on applications The Reports page PDF button i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 54 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Using System Options for administrative utilities Click • • • and select System Options for the following tasks. On the: My Settings (page 56) tab, change the Installer's: ○ Password ○ Starting view and page ○ Preferences to automatically collapse trees, automatically download schedules on each change, and alarm notification Operators (page 56) tab, set up: ○ Login names and passwords ○ Logoff rules ○ Starting locations ○ Levels of access (roles) General (page 60) tab ○ View system statistics - number of devices in the system, number of trends, estimated time for importing or exporting system clipping. ○ Download weekly logs ○ Access the Management Tool (page 63) ○ Set system date, time, timezone, and time/date format ○ Enable time synchronization schedule ○ Enable Alarm Notification Client ○ Import/export Source Files, which include control programs, drivers, BACview® files, and graphics ○ Enable or disable full source download to Open PIC controllers and select to include or not include graphics in download ○ Import/export clipping files • Security (page 64) tab - Set advanced password and operator control • Update (page 66)tab ○ Install .update files ○ Update SAL libraries ○ View current Help updates and current libraries • Daylight Saving (page 68) tab - update scheduled DST dates • Add-ons (page 69) tab - Install add-ons such as Tenant Override Billing or Weather (i-Vu Open Plus application only) NOTES • Some operators will not see all of the System Options tabs, depending on their assigned roles. • See the i-Vu® Help for more details on the System Options tabs. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 55 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities My Settings tab To change your settings: 1 Click 2 See table below for explanation of settings. 3 Click Accept or Apply. 4 Changes become effective when operator logs in again. , then select System Options > My Settings tab. Field Notes Login Enable this field, then type your current and new password and confirm. Limit is minimum of 8 and maximum 40 characters of any type. Starting Location and Starting Page The i-Vu® location and page that will display after you log in. Select the User or Installer tree, if you have Installer role. Automatically collapse trees Expands only one tree branch at a time. Automatically download schedules on each change Select to automatically download all new schedules that you create and schedules that you change Play sound at browser when server receives The system audibly notifies you when one of the selected alarms is received. Check Non-critical alarms or Critical alarms if you want the system to audibly notify you when that type of alarm is received. NOTE An operator with the Guest role cannot edit any settings on this page. Operators tab Select the necessary settings and assign Roles (access rights) to set up operators. NOTES • • Optimal number of simultaneous users: ○ 2 in the i-Vu® Standard application ○ 10 in the i-Vu® Plus application We highly recommended that only 1 user at a time commission the system. To add or edit operators, passwords, and roles 1 Click 2 Select Operators tab. 3 Click Add to enter a new operator, or, select an operator to edit his settings. i-Vu® Standard/Plus v6.5 Owner's Guide , then select System Options. Carrier Proprietary and Confidential 56 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities 4 Enter information as needed. The required fields are Name, Login Name, and Roles. See table below. 5 Click Accept or Apply. Field Notes Login Name Must be unique within the system. Force user to change password at login Forces the operator to change his password immediately after his next login. NOTE You can combine the use of this field and the Change Password field to create a temporary password that the operator must change after his next login. Starting Location Set the starting location for each individual operator by choosing the specific area or controller in the navigation tree and the starting page from the drop-down menu. Roles See table below. This privilege... allows an operator to... Installer • Add, edit, and delete operators, operator groups, and privilege sets. • Update the i-Vu® system with service packs and patches. • Register the i-Vu® software. • Enable and set up the advanced password policy (page 66). • Add and remove i-Vu® add-ons. Access privileges The following can be accessed but not edited... User tree Control program tables and Properties pages Scheduling Groups pages in the User view navigation tree System Options Items Alarms Logic Pages i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 57 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Functional privileges The following allows an operator to... Manage Alarm Messages and Actions - add, edit, and delete alarm messages and actions. Maintain System Parameters - edit all properties on the System Options pages. Maintain Schedules - add, edit, delete, and download schedules. Maintain Schedule Group Members - add, edit, and delete schedule groups. Maintain Categories - add, edit, and delete categories. Acknowledge Non-Critical Alarms - acknowledge all non-critical alarms. Acknowledge Critical Alarms - acknowledge all critical alarms. Force Normal Non-Critical Alarms - force non-critical alarms to return to normal. Force Normal Critical Alarms - force critical alarms to return to normal. Delete Non-Critical Alarms - delete non-critical alarms. Delete Critical Alarms - delete critical alarms. Execute Audit Log Report - run the Location Audit Log and System Audit Log reports. Download Controllers - mark equipment for download and initiate a download. System Shutdown - issue the Shutdown manual command that shuts down i-Vu® Server. Access Commissioning Tools: • • • • Equipment Checkout Airflow Configuration Trend, Report, and Graphic categories that require this privilege Discovery tool (i-Vu® Plus only) Maintain Graphs and Reports - add, edit, and delete trend graphs and reports. Remote Data Access-SOAP - retrieve i-Vu® data through an Enterprise Data Exchange (SOAP) application. (i-Vu® Plus only) Manual Commands/Console Operations - access the manual command dialog box and issue basic manual commands. Manual Commands/File IO - execute manual commands that access the server's file system. Manual Commands/Adv Network - execute manual commands that directly access network communications. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 58 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities The following allows an operator to... Change My Settings - edit preferences on operator's My Settings page. Parameter privileges The following allows an operator to edit properties such as... Setpoint Parameters - occupied and unoccupied heating and cooling setpoints Setpoint Tuning Parameters - demand level setpoint offsets, color band offsets, heating and cooling capacities and design temperatures, color hysteresis, and learning adaptive optimal start capacity adjustment values Tuning Parameters - gains, limits, trip points, hysteresis, color bandwidths, design temperatures, and optimal start/stop. Manual Override Parameters - locks on input, output, and network point. Point Setup Parameters - point number, type, range, and network source and destination Restricted Parameters - properties the installer restricted with this privilege Category Assignments - Alarm, Graphic, Trend, and Report category assignments History Value Reset - elapsed active time and history resets, and runtime hours Trend Parameters - enable trend logging, log intervals, and log start/stop time. Calibration Parameters - point calibration offsets Hardware Controller Parameters - module driver properties Critical Configuration - critical properties the installer protected with this privilege Area Name - area display names Control Program Name - equipment display names Alarm Configuration - enabling/disabling alarms and editing alarm messages, actions, categories, and templates i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 59 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities The following allows an operator to edit properties such as... Status Display Tables - tables available under Status Maintenance Tables - tables available under Maintenance User Config Tables - tables available under User Config Service Config Tables - tables available under Service Config Setpoint Tables - tables available under Setpoint Time Schedule data Tables - tables available under Time Schedule General tab 1 Click 2 Enter information on this page as needed. 3 Click OK or Apply. , then select System Options > General tab. You can edit or use the following fields and buttons. Field Notes System Statistics • Numbers of controllers allowed and present in system • Number of trend sources and samples in the database • Estimated time to import/export clipping Logs i-Vu® Standard/Plus v6.5 Owner's Guide For troubleshooting, download a zip file that contains a log of system activity. Logs are available for a maximum of 4 weeks. Carrier Proprietary and Confidential 60 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Field Notes Management Tool Select Management Tool (page 63) button to access the following: Time • Download weekly system logs • View or change system name and IP addresses • Port Configuration • Backup and Restore, Compress Trend Storage • Reset to Factory Defaults • Upgrade System Version • Reboot • NTP Configuration Time Format • 12-hour clock (Example: 4:34 pm) • 24-hour clock (Example: 16:34) • Daylight Saving Time is automatically controlled. To update Daylight Saving begin and end dates, go to System Options > Daylight Saving. • Enable time synchonization of controllers daily at - Automatically synchronizes the time on all equipment to the time on the i-Vu® web server, adjusting for different time zones and Daylight Saving Time. We recommend that you enable this field. CAUTIONS • ○ To prevent time sync problems when the transition to and from Daylight Saving Time occurs, set the time sync to occur at least 1 hour after the last controller in the system is adjusted for DST. For example, your i-Vu® and part of your system is in the Eastern Standard Time zone, but you also have controllers in the Pacific Time zone. Your server is adjusted for DST at 2:00 a.m. Eastern Standard Time, but the controllers in the Pacific Time zone are not adjusted until 3 hours later. So you would set the time sync to occur daily at 6:00 a.m. or later. ○ Make sure that your i-Vu®’s time and time zone setting are correct. Time Sync – Sends a time broadcast to synchronize all controllers in the system with the i-Vu® web server's time. Alarms Select the checkbox to enable Alarm Notification functionality. See Alarm Popup alarm action. Trends NOTE Configurable for i-Vu® Plus only. i-Vu® Standard is 7 days. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 61 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Field Notes Import/Export Source Files Use to import or export source files in a .zip file that can be imported or exported to/from another i-Vu® or Field Assistant system. Source files include: • Control programs (.equipment files only) • Drivers • Graphics (.view files only) • Touchscreen files • BACview® files • Report design files for Equipment Values or Trend Sample reports NOTE If import detects a difference between a database file and an import file with the same name, import does not overwrite the database file. A message lists any file differences so that you can resolve them. See Commissioning equipment using Field Assistant. Download You can increase download speed by checking Optimize download for Open PIC controllers. The full source files are not downloaded into the PIC controllers when this is checked. You can increase download speed by unchecking Include graphics in Open programmable controller download. If you are not changing the graphics, you may not want to include them in every download in order to save time. Clippings • Navigation tree items including attached control programs, graphics, drivers, and screen files • Trend datal • Reports • Alarm categories • Schedules and schedule group membership (including the entire schedule group and schedules, if it does not exist in the target system) • Alarm actions NOTE A clipping containing CCN controllers does not include the CCN tables. When importing a clipping containing CCN devices, you must rescan the table. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 62 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Management Tool You can access Management Tool by either: • Clicking • Launching your browser and typing your system name followed by :8080. For ex.: http://ivu:8080/ and selecting System Options > General tab > Management Tool button NOTE The Management Tool is password-protected and can only be accessed by a user with Installer role. System Status i-Vu is running at: This is used to troubleshoot server or LAN communications. Click the Stop Server button to stop the i-Vu® web server. When stopped, the button changes to Start Server. Do NOT close the Management Tool before restarting the server. Click to restart. Weekly system logs: • System - used for troubleshooting (same as logs available from System Options > General (page 60) tab). Logs are available for a maximum of 4 weeks. • Kernel - operating system logs Addressing i-Vu Port Configuration CAUTION If you change the name or the IP address of your system, record the numbers in a secure place. • Name - Controls the name used to access your system from the Internet. Do not use special characters or spaces. • Obtain an IP address automatically - Uncheck this to manually assign addresses for the following: ○ i-Vu Address ○ Subnet Mask ○ Default Gateway ○ DNS Address - IP address of the Domain Name Server ○ Domain - Host name of the domain (i.e. carrier.utc.com) ○ USB Network Type - Read-only field shows either CCN or BACnet types. ○ USB Network Address - IP address of the internal BACnet router or the internal CCN Gateway Changing these values forces a web server restart. Default values: HTTP: 80 HTTPS: 443 Operation Status i-Vu® Standard/Plus v6.5 Owner's Guide Message showing progress of background operations, such as backup and restore. Carrier Proprietary and Confidential 63 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Manage Server Data • PC Backup - Saves the entire database zipped into one file to your computer. • PC Restore - Replaces the current server data with a backup from your computer. • USB Backup - Saves the entire database zipped into one file onto a USB inserted into the i-Vu® web server. • USB Restore - Replaces the current server data with a backup from your USB inserted into the i-Vu® web server. • Compress System - Creates more storage space for trend data. • Factory Defaults - Deletes all server data and resets the device to the original factory default values. NOTE Executing this option does not delete configuration data under the Addressing and i-Vu Port Configuration sections of the Management Tool. Machine Maintenance • Management Version - Apply .update file from here. • Reboot - System restart Configuring NTP Network Time Protocol (NTP) is a networking protocol for clock synchronization. You can designate an NTP source that sends the correct time to the i-Vu® web server, ensuring constant accurate time. You can enter 2 static addresses (DNS name or IP) of NTP servers or use the default addresses provided by the i-Vu® application. If you do not enable NTP, the i-Vu® system clock must be monitored and updated regularly in the System Options menu > General tab. You can configure DHCP servers to supply IP addresses of NTP servers to the i-Vu® web server. If you have checked Obtain an IP address automatically and Enable Time Synchronization, the i-Vu® web server tries to obtain an NTP server address from the DHCP server on site. If it cannot find one, the i-Vu® web server uses the User Assigned NTP addresses, if any, in the User Assigned fields. CAUTION Contact your Network Administrator for guidance in entering these settings. You can access NTP from a local server, a remote server, or a website. To set up NTP: 1 Verify that Enable time synchronization from an NTP server is checked. 2 System Assigned NTP Server Address - To use this read-only field, make sure you have checked Obtain an IP address automatically to allow your system to search for an address for the NTP server and display a primary and alternate address. 3 User Assigned NTP Server Address - You can use the default website addresses if your system allows it. Firewalls may prevent successful access to the default websites. Your Network Administrator can provide alternate addresses for a local server, a remote server, or a website. Security tab To adjust security settings, 1 Click 2 Enter information as needed. See table below. 3 Click OK or Apply. i-Vu® Standard/Plus v6.5 Owner's Guide , then select System Options > Security tab. Carrier Proprietary and Confidential 64 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Field Notes Return operators to previous locations when server reconnects. Returns operators to current navigation tree locations when the server reconnects. Log off operators after _:_ (HH:MM) of inactivity The system automatically logs off an operator who has had no activity in the system for the time period specified. This is a default setting for the system. The Installer or Administrator can change this setting for an individual operator on the Operators (page 56) tab. Lock out operators after __ minutes after __ failed login attempts Set the time that a user will be locked out of the system after the failed number of login attempts has been reached. NOTE Restarting the i-Vu® application removes lockouts. Clear Lockouts Remove lockouts for all users. Use advanced password policy You can place specific requirements on passwords to increase security. See Advanced password policy (page 66). Permissions Permissions When control programs, views, touchscreen, and BACview® files are created by an original equipment manufacturer (OEM), they cannot be used in the i-Vu® system without the creator's permission. However, the creator can produce a key for a system with a different license that will grant permission to the key's recipient. If you receive a key, put it in a convenient location on your computer. To activate a key, click Add, then browse to the key. To delete a key from your system, select the key in the table, then click Delete. Red text in the table indicates the key has a problem such as it does not apply or has expired. See the Notes column for an explanation. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 65 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Advanced password policy You can set up a i-Vu® password policy to meet your security needs. 1 On the System Options tree, select the Security tab. 2 Enter information in the fields described below. Field Notes Use advanced password policy Enable this field to put restrictions on passwords. An operator’s login name and password must be different when this policy is enabled. After you change the password policy, any operator whose password doesn't meet the new requirements will not be locked out of the system, but will be prompted to create a new password. You can specify how many characters and which of the following types of characters a password must contain: Passwords must contain • • • Numbers Special characters—any keyboard character that is not a number or letter. Letters—uppercase, lowercase, or both. Cannot be changed more than once every __ days. Enter a number to limit how often users can change their passwords. When set to 0, users can change them as often as they want. May not be reused until __ different passwords are used. Enter a number between 1 and 20. Enter 0 to reuse passwords without a delay. Expire after __ days Enable to set the number of days an operator can use his password before the system requires him to change it. Enter a number between 1 and 999. Force expiration Click this button to force every user's password to expire. Each user will be prompted to change their password when they next attempt to log in to the i-Vu® interface. Update tab Select the Update tab to install .update files (patches, service packs, drivers, language packs, graphics libraries, and help updates). Click next to Applied Updates and Current Libraries to view all currently applied updates and .SAL files currently and verify if the i-Vu® application has the latest updates or library files. i-Vu® Library The i-Vu® application is equipped with a complete library. There are occasionally library (.sal file) updates, which contain the following files: • graphic (.view) • control program (.equipment) • driver (.driver) • BACview (.bacview) • Touchscreen (.touch) i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 66 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Notes: • Get the latest updates from your Carrier representative. • The library update only changes default graphics. If you have edited your graphic in ViewBuilder, it is not updated. • Keep copies of the latest libraries in a safe place. In the event of a system restore, any updated .sal files must be reapplied. • The last digits in the sal library name are the release date of the library. Step 1: Update library 1 Save the updated library (.sal file) to your computer. 2 Click , then select System Options > Update tab. NOTE Expand Current Libraries (.sal) to see the current SAL libraries and their revision. Compare them to what you downloaded from the Carrier support website to determine if any of them have been updated. 3 Click and browse to the updated .sal file that you have saved on your computer, select the file, and click Open. 4 Click Continue. 5 When process is complete, the message appears File added successfully. 6 Click Close. NOTE These changes are not applied to the controllers until you have updated routers and controllers. Follow these steps to implement the new equipment library: Step 2: Update the files for the routers 1 Select the router that you wish to update in the navigation tree. 2 Right-click and select Driver Properties. 3 Select Properties page > Update tab. 4 If the database contains 2 or more routers, you must check Change for all control programs of this type in the Controller section. 5 Click Update. A message appears Changes the driver and screen file to use the current library version. Continue? NOTE If more than one router exists, the additional routers are listed below the Update button. 6 Click OK. 7 Click Accept. Step 3: Update the files for Open controllers 1 Double-click the controller in the navigation tree or right-click and select Configure . 2 If you have multiple controllers of the same type, enable Change for all control programs of this type?. 3 Click Update under Controller. A message appears Changes the control program, view, driver and screen file to use the current library version. Continue? 4 Click OK. When the message Updated to the library version xx. appears, click Close. 5 Repeat steps 1 - 4 for any additional types of controllers. 6 Click Close again. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 67 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Step 4: Update the files for CCN controllers 1 In the navigation tree, select the CCN device manager associated with the controllers that are to be updated. 2 Select Devices > CCN Discovery tab and re-scan any controllers that need to be updated. 3 Select the i-Vu® and in the list. 4 Check Rescan Controllers Selected Below for Configuration Changes and click Start Scan. Step 5: Apply the update to the routers and controllers 1 Select the site level in the navigation tree and then select the Downloads page. 2 If you wish to apply the new SAL file to your entire system, you can use this page to compare to your navigation tree and verify that you have selected all of your routers and controllers for download. NOTE Only the CCN Gateway and device managers require download, so the CCN controllers/equipment will not be listed. 3 A network's controllers download in the order shown. To change the order, select a controller(s), then drag and drop or click Move to Top or Move to Bottom. EXCEPTION If a controller's router requires a download, it will download first regardless of its position on the Download page.Click the Start button. NOTES 4 ○ Use Ctrl+click, Shift+click, or the Select All checkbox to select multiple controllers. ○ Up to 5 routers can download simultaneously. See To download from the Downloads page in Help for more details. Daylight Saving tab On this tab, you can adjust the Daylight Saving Time settings. Click Update to automatically set the table's Begin and End dates for the next 10 years based on the system's timezone. This marks all controllers for a Parameters download. If the updated dates are incorrect If you clicked Update but the dates are incorrect, your system's Java timezone data may be out-of-date. Do the following: 1 Go to the Oracle Java SE Download site (http://java.sun.com/javase/downloads). 2 Download the JDK DST Timezone Update Tool (tzupdater-version.zip). 3 In the i-Vu® interface, click 4 Browse to the tzupdater.zip file, select it, then click Open. 5 Click Continue. 6 Restart the i-Vu® application. 7 On the System Options > Daylight Saving tab, click Update. i-Vu® Standard/Plus v6.5 Owner's Guide , then select System Options > Daylight Saving and then click Import. Carrier Proprietary and Confidential 68 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities Add-ons tab This feature is available only in the i-Vu® Plus application. The Add-ons tab allows you to use plug-ins that integrate with your system, such as Tenant Override Billing or the Weather. To install an add-on 1 Save the add-on's file (.addon or .war) to your computer. 2 Click 3 Click Install Add-on. After a few seconds, the add-on will appear in the Installed table, and will be enabled. The table below gives a description of each column. , then select System Options > Add-ons tab, and browse to the file. Column Notes Name The add-on's name. Path To open the add-on in a web browser, append this path to your i-Vu® system's address. For example, to start Tenant Billing, type http://<system_name>/override, or http://<system_IP_address>/override Version The version is shown if the author provided the information in the add-on. Status If this column shows: ○ ○ ○ 1 Running, you can open the add-on in a web browser. Disabled, click Enable to run the add-on. Startup error, select the table row to see an explanation of the error under Details. Select an add-on in the Installed table to disable or enable it, or to see the following Details. Add-on main page Click the main page link to open the add-on, if the author provided a main page. Description A description of the add-on, if the author provided one Vendor Name The add-on's author Public Data Directory This public directory contains data generated by the add-on. This data is visible in a web browser. Private Data Directory This private directory contains information such as configuration data. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 69 CARRIER CORPORATION ©2016 All rights reserved Using System Options for administrative utilities To back up the add-on's private and public data directories NOTE This procedure will not back up data stored in an external database. 1 Select the add-on in the table. 2 Click Save Data. 3 Click OK. 4 Click Save. 5 Select the location where you want to save the data, then click Save. To update an add-on NOTE Add-ons for i-Vu® v6.0 and later systems have a different folder structure than previous versions. 1 Select the add-on in the table. 2 Click Remove Add-on and Keep Data 3 Follow the procedure above to install the new version of the add-on. To uninstall an add-on 1 Select the add-on in the table. 2 Click Remove Add-on and Data. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 70 CARRIER CORPORATION ©2016 All rights reserved System Management System Management Although the i-Vu® application is a reliable front-end, you must perform periodic backups of the i-Vu® database to ensure a quick recovery in case of failure. To make sure that your controllers have the latest version of software you must install periodic library upgrades. The sections below describe how to backup and restore the i-Vu® database and how to install the library updates. Backup data from Management Tool Access the Management Tool using one of the following methods: • Click • Launch your browser and type your system name followed by :8080. For ex.: http://ivu:8080/. , then select System Options > General tab > Management Tool. Use either of the following methods to backup your data: Backup data to your computer 1 Click PC Backup under Manage Server Data to save the entire database zipped into one file to your computer. 2 Click OK when you see the message The system will be stopped and restarted. Do you wish to proceed? Watch Operation Status to see the progress. 3 Click the message Save/Download Backup File to Your Local Hard drive when it appears. 4 Click Save when asked Do you want to open or save this file? 5 Save this system.backup.tgz file to a convenient location on your computer. CAUTION! Do not alter the name of this file! 6 Exit from Management Tool. Backup data to a USB drive 1 Plug your USB drive into any available USB port on your i-Vu® web server. NOTE Do not use the i-Vu® Restore USB drive! 2 You must reboot in order for the web server to find the USB drive. Click Reboot under Machine Maintenance in the Management Tool. 3 Click OK. 4 When reboot is complete, click USB Backup under Manage Server Data. 5 Click OK when you see the message The system will be stopped and restarted. Do you wish to proceed? 6 When Operation Status says No Background Operations Currently Active, remove USB drive from the i-Vu® web server. 7 Exit from Management Tool. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 71 CARRIER CORPORATION ©2016 All rights reserved System Management Restore data from backup 1 Click PC Restore or USB Restore under Manage Server Data in the Management Tool. ○ PC Restore - Browse to your backup file and click Perform Restore. ○ USB Restore - Place your backup USB drive in any port on thei-Vu® web server. Select the backup file and click Perform Restore. 2 Restore is complete when Operation Status displays No Background Operations Currently Active. 3 If you wish to change the name of your i-Vu® system from the default ivu, enter the new name in the Name field under Addressing. The restore process does not automatically reinstate your previous name. Restore factory defaults Restoring factory defaults deletes your existing data and restores your system to factory defaults. This restore process is quicker than using the Restore CD or Restore USB drive. 1 Access the Management Tool in System Options > General tab > Management Tool or via your browser by typing your system name followed by :8080. For ex.: http://ivu:8080. 2 Click Factory Defaults. This deletes all server data and resets the device to the original factory default values. 3 NOTE Executing this option will not delete configuration data under the Addressing and i-Vu Port Configuration sections of the Management Tool. 4 Begin setting up your system. Restore i-Vu® system From i-Vu® Restore USB drive: CAUTION! Placing the Restore USB drive in the i-Vu® web server USB port reformats your system and restores it to factory defaults. Library updates are lost and you must reapply them. 1 Insert the Restore USB drive into any i-Vu® web server USB port. 2 Shut down 3 ○ i-Vu® web server - Shut down the web server by pushing the On/Off button on the top. ○ Older i-Vu® web server - Shut down the web server by holding down the On/Off button for several seconds. Then wait for the blue lights to go out before restarting. Press the On/Off button again to restart. The restore process starts automatically and takes several minutes. The web server shuts off when finished. NOTE Do not turn the power off during reformatting! 4 Wait another minute or two before accessing the new system using a browser. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 72 CARRIER CORPORATION ©2016 All rights reserved System Management The following applies only to the older i-Vu® web server model From i-Vu® Restore CD: CAUTION! Placing the Restore CD in the i-Vu® disk drive reformats your system and restores it to factory defaults. Library updates are lost and you must reapply them. 1 Remove the i-Vu® web server from the network by disconnecting the LAN cable. 2 Insert the i-Vu® Restore CD into the i-Vu® web server CD drive. 3 Shut down the i-Vu® web server by pushing the On/Off button once. Wait for the blue light to turn off (could take as long as 2 minutes). 4 Press the On/Off button again to restart the web server. The installation begins automatically. 5 The Restore CD ejects when the installation is complete. This process takes several minutes. NOTE Do not power off during the installation. 6 Wait another minute or two before accessing the new system using Internet Explorer. Update the equipment library The i-Vu® SAL files update youri-Vu® controllers. The SAL libraries contain control programs, graphics, drivers, screen files, and other important controller data. Carrier periodically provides updates, which include enhancements and bug fixes. NOTES • The library update only changes default graphics. If you have edited your graphic in ViewBuilder, it is not updated. • The last digits in the SAL library name are the release date of the library. • All of the SAL files will not necessarily have the same <date> revision. • To ensure that your installation is running the latest software, we recommend that you check Control Systems Support http://www.hvacpartners.com/ for updates. Download the latest SAL files and apply them to all new installations. • If you are changing to an older SAL file than the current one being used, a warning asks you if you are sure you want to apply an older version. NOTE Keep copies of the latest libraries in a safe place. In the event of a system restore, the updated .sal file must be reapplied. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 73 CARRIER CORPORATION ©2016 All rights reserved System Management To check current SAL library version 1 Login to the i-Vu® application. 2 Click 3 Click Current Libraries (.sal) to view the current SAL libraries and their revision date. , then select System Options > Update tab. Step 1: Update library 1 Save the updated library (.sal file) to your computer. 2 Click , then select System Options > Update tab. NOTE Expand Current Libraries (.sal) to see the current SAL libraries and their revision. Compare them to what you downloaded from the Carrier support website to determine if any of them have been updated. 3 Click and browse to the updated .sal file that you have saved on your computer, select the file, and click Open. 4 Click Continue. 5 When process is complete, the message appears File added successfully. 6 Click Close. NOTE These changes are not applied to the controllers until you have updated routers and controllers. Follow these steps to implement the new equipment library: Step 2: Update the files for the routers 1 Select the router that you wish to update in the navigation tree. 2 Right-click and select Driver Properties. 3 Select Properties page > Update tab. 4 If the database contains 2 or more routers, you must check Change for all control programs of this type in the Controller section. 5 Click Update. A message appears Changes the driver and screen file to use the current library version. Continue? NOTE If more than one router exists, the additional routers are listed below the Update button. 6 Click OK. 7 Click Accept. Step 3: Update the files for the controllers 1 Double-click the controller in the navigation tree or right-click and select Configure . 2 If you have multiple controllers of the same type, enable Change for all control programs of this type?. 3 Click Update under Controller. A message appears Changes the control program, view, driver and screen file to use the current library version. Continue? 4 Click OK. When the message Updated to the library version xx. appears, click Close. 5 Repeat steps 1 - 4 for any additional types of controllers. 6 Click Close again. i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 74 CARRIER CORPORATION ©2016 All rights reserved System Management Step 4: Update the files for CCN controllers 1 In the navigation tree, select the CCN device manager associated with the controllers that are to be updated. 2 Select Devices > CCN Discovery and re-scan any controllers that need to be updated by checking Rescan Controllers Selected Below for Configuration Changes and clicking Start Scan. Step 5: Apply the update to the routers and controllers 1 Select the site level in the navigation tree and then select the Downloads page. 2 If you wish to apply the new SAL file to your entire system, you can use this page to compare to your navigation tree and verify that you have selected all of your routers and controllers for download. NOTE Only the CCN Gateway and device managers require download, so the CCN controllers/equipment will not be listed. 3 A network's controllers download in the order shown. To change the order, select a controller(s), then drag and drop or click Move to Top or Move to Bottom. EXCEPTION If a controller's router requires a download, it will download first regardless of its position on the Downloads page. Click the Start button. NOTES ○ Use Ctrl+click, Shift+click, or the Select All checkbox to select multiple controllers. ○ See To download from the Downloads page in Help for more details. Synchronize to system time To update all routers and controllers to the system time: 1 Click 2 Click 3 To adjust the time when controllers are automatically synchronized each day, click Enable time synchronization of controllers daily at and fill in time. i-Vu® Standard/Plus v6.5 Owner's Guide , then select System Options > General tab. to immediately synchronize all controllers. Carrier Proprietary and Confidential 75 CARRIER CORPORATION ©2016 All rights reserved Appendix: Operator Record Appendix: Operator Record Name_________________________________________ Login Name____________________________________ Assigned Role__________________________________ Password______________________________________ Name_________________________________________ Login Name____________________________________ Assigned Role__________________________________ Password______________________________________ Name_________________________________________ Login Name____________________________________ Assigned Role__________________________________ Password______________________________________ Name_________________________________________ Login Name____________________________________ Assigned Role__________________________________ Password______________________________________ Name_________________________________________ Login Name____________________________________ Assigned Role__________________________________ Password______________________________________ Name_________________________________________ Login Name____________________________________ Assigned Role__________________________________ Password______________________________________ i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 76 CARRIER CORPORATION ©2016 All rights reserved Document revision history Document revision history Important changes to this document are listed below. Minor changes such as typographical or formatting errors are not listed. Date Topic Change description Code* No changes yet. * For internal use only i-Vu® Standard/Plus v6.5 Owner's Guide Carrier Proprietary and Confidential 77 CARRIER CORPORATION ©2016 All rights reserved CARRIER CORPORATION ©2016 A member of the United Technologies Corporation family · Stock symbol UTX · Catalog No. 11-808-551-01 · 5/13/2016 ">
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Key features
Monitor equipment status
Control temperature
View schedules
Manage setpoints
Monitor energy consumption
Create reports
Troubleshoot equipment problems
Frequently asked questions
Launch Internet Explorer and type in the network name provided in your system details. You will need your login name and password.
Schedules allow you to maintain different setpoints during occupied and unoccupied periods, helping to reduce energy consumption. You can apply schedules to individual areas or equipment, or to groups of items.
Click the System Options button, select the My Settings tab, and then click Change password. Type your current and new passwords, and click Apply or OK.
