ICP IoTstar-UC200-500 User manual

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ICP IoTstar-UC200-500 User manual | Manualzz

User Manual for

ICP DAS IoTstar

IoT Cloud Management

Software

[Version 1.4.0]

ICP DAS IoTstar User Manual

Warning

ICP DAS Inc., LTD. assumes no liability for damages consequent to the use of this product. ICP DAS Inc., LTD. reserves the right to change this manual at any time without notice. The information furnished by ICP DAS Inc. is believed to be accurate and reliable. However, no responsibility is assumed by ICP DAS Inc., LTD. for its use, or for any infringements of patents or other rights of third parties resulting from its use.

Copyright and Trademark Information

© Copyright 2020 by ICP DAS Inc., LTD. All rights reserved worldwide.

Trademark of Other Companies

The names used for identification only maybe registered trademarks of their respective companies.

License

The user can use, modify and backup this software on a single machine. The user may not reproduce, transfer or distribute this software, or any copy, in whole or in part.

ICP DAS IoTstar User Manual

Table of Contents

1 Introduction ............................................................................................................ 1

2 Install IoTstar ....................................................................................................... 10

2.1

Enable and Setting IIS Web server .............................................................. 11

2.1.1

Windows 10 ..................................................................................... 11

2.1.2

Windows Server 2012 ...................................................................... 12

2.2

Install the Web Platform Installer and install related software .................... 21

2.2.1

Trouble shooting & Debugging ....................................................... 22

2.3

PHP Manager Setting .................................................................................. 26

2.3.1

Trouble shooting & Debugging ....................................................... 31

2.4

MS SQL Server Setting ............................................................................... 32

2.5

Download IoTstar ........................................................................................ 41

2.6

Install IoTstar ............................................................................................... 43

2.7

Add Website for IoTstar .............................................................................. 45

2.8

Complete the Initial Setting ......................................................................... 47

2.9

Firewall Setting ........................................................................................... 52

2.10

Account Management .................................................................................. 54

2.11

System Loading monitoring ........................................................................ 57

2.12

The Setting of WISE / PMC / PMD and IoTstar ......................................... 58

3 IoTstar (Formal Version) Setting with License file .............................................. 60

4 IoTstar Optional Package Upgrade ...................................................................... 65

5 System Login ....................................................................................................... 67

6 IoTstar Web Page Overview ................................................................................ 71

6.1

System Function area .................................................................................. 72

ICP DAS IoTstar User Manual

6.2

Data Review/System Setting area ............................................................... 73

7 Remote Maintenance of the Devices ................................................................... 74

8 Real-Time Data Display ...................................................................................... 81

8.1

I/O channel Data .......................................................................................... 81

8.2

Power Data .................................................................................................. 84

9 Historical Data Analysis ...................................................................................... 87

9.1

I/O Channel Data ......................................................................................... 87

9.2

Power Data .................................................................................................. 89

9.2.1

Power Data Analysis for Power Meter ............................................ 90

9.2.2

Power Data Analysis for Power Meter Group ................................. 92

9.3

Power Report ............................................................................................... 93

9.3.1

Power Report for Power Meter ........................................................ 94

9.3.2

Power Report for Power Meter Group ............................................ 95

10 Grouping Setting .................................................................................................. 97

10.1

I/O Channel ................................................................................................. 97

10.2

Power Meter Loop ..................................................................................... 100

11 System Information & Setting ........................................................................... 105

11.1

Account Maintenance ................................................................................ 105

11.2

Database & Event Setting .......................................................................... 109

11.3

Event List .................................................................................................. 113

11.4

Database Table List ................................................................................... 115

Appendix I WISE Connection setting for IoTstar ............................................... 121

Appendix II

Enable “Data Upload Operation” from WISE to IoTstar ................. 125

Appendix III PMC / PMD Connection setting for IoTstar .................................... 130

Appendix IV

Enable “Data Upload Operation” from PMC / PMD to IoTstar ...... 134

ICP DAS IoTstar User Manual

Appendix V Database format for the Historical Data .......................................... 139

Appendix VI Database format for the Real-Time Data ......................................... 147

Appendix VII Database format for the Status of WISE / PMC / PMD Controller . 153

Appendix VIII Database format for the Status of the I/O Module(Power Meter).... 155

ICP DAS IoTstar User Manual

List of Figures

Figure 1-1 IoTstar System Architecture ......................................................................... 2

Figure 2-1 Download IoTstar (Demo Version) (1) ....................................................... 42

Figure 2-2 Download IoTstar (Demo Version) (2) ....................................................... 43

Figure 2-3 Create user account .................................................................................... 55

Figure 2-4 Change user account settings ..................................................................... 56

Figure 2-5 Remove user account ................................................................................. 57

Figure 3-1 Registration for IoTstar (Formal Version) (1) ............................................ 61

Figure 3-2 Registration for IoTstar (Formal Version) (2) ............................................ 62

Figure 5-1 IoTstar Login Page ..................................................................................... 67

Figure 6-1 IoTstar Home Page ..................................................................................... 71

Figure 6-2 Data Review/System Setting area .............................................................. 73

Figure 7-1 Remote Maintain Devices page ................................................................. 74

Figure 8-1 I/O Module List (Real-Time Data) ............................................................. 82

Figure 8-2 I/O Channel Data Display (Real-Time Data) ............................................. 83

Figure 8-3 IR, DO/AO channel Setting (Real-Time Data) .......................................... 84

Figure 8-4 Power Meter List (Real-Time Data) ........................................................... 85

Figure 8-5 Power Data Display (Real-Time Data) ...................................................... 86

Figure 9-1 I/O Module List (Historical Data) .............................................................. 88

Figure 9-2 I/O Channel Data Analysis (Historical Data) ............................................. 89

Figure 9-3 Power Meter List (Historical Data) ............................................................ 90

Figure 9-4 Energy Analysis for Power Meter (Historical Data) .................................. 91

Figure 9-5 Power Data Analysis for Power Meter (Historical Data) ........................... 92

Figure 9-6 Energy Analysis for Power Meter Group (Historical Data) ....................... 93

ICP DAS IoTstar User Manual

Figure 9-7 Power Meter List (Power Report) .............................................................. 94

Figure 9-8 Power Report for Power Meter .................................................................. 95

Figure 9-9 Power Report for Power Meter Group ....................................................... 96

Figure 10-1 Grouping Setting for I/O Channel ............................................................ 98

Figure 10-2 Create I/O Channel Group ....................................................................... 98

Figure 10-3 Add I/O Channel to Group ....................................................................... 99

Figure 10-4 List of the I/O Channel ........................................................................... 100

Figure 10-5 Remove I/O Channel from the I/O Channel Group ............................... 100

Figure 10-6 Grouping Setting for Power Meter Loop ............................................... 101

Figure 10-7 Create Power Meter Loop Group ........................................................... 102

Figure 10-8 Add Loop into the Power Meter Loop Group ........................................ 103

Figure 10-9 List of the Power Meter Loop Group ..................................................... 104

Figure 10-10 Remove Loop from the Power Meter Loop Group .............................. 104

Figure 11-1 Account Maintenance Setting Page ........................................................ 106

Figure 11-2 Password Modification Page .................................................................. 107

Figure 11-3 Information Modification Page .............................................................. 108

Figure 11-4 Database & Event Setting Page .............................................................. 110

Figure 11-5 Event List Page ....................................................................................... 114

Figure 11-6 Database Table List Page........................................................................ 115

ICP DAS IoTstar User Manual

1 Introduction

IoTstar is a software developed by ICP DAS for use in remote monitoring and management of the WISE / PMC / PMD controllers in a variety of Industrial IoT applications. IoTstar can be installed on a general PC platform and works as a Private

Cloud management system of WISE / PMC / PMD controller, or on the VM (Virtual

Machine) platform of Microsoft Azure, IBM Bluemix or Amazon AWS, etc. and works as a Public Cloud management system of WISE / PMC / PMD controller. In addition to provide the remote maintenance and firmware update services on WISE /

PMC / PMD controllers, IoTstar also can collect the I/O channel data and power data from the I/O modules (or Sensor) and Power Meter connected to WISE / PMC / PMD, and import these data into the Database to provide the services such as status query and display on the automation control and monitoring system with Cloud environment.

With IoTstar, users can complete the system setting only by a few clicks on Web page, and perform the Remote Access (Status Monitoring, System Setting, and Firmware

Update) and Data Service (Sensor data collected and imported into Database) operations for each WISE / PMC / PMD. Through the SQL database command,

IoTstar can be quickly integrated with the Cloud platforms, data analysis tools (Power

BI, Google Data Studio, etc.) or SCADA systems to help users quickly build the

Cloud “IoT + Big Data” application and significantly reduce the time and cost of building the Cloud “IoT + Big Data” application.

Currently IoTstar supports the following ICP DAS IoT controllers.

WISE-523x series, WISE-2x4x series

PMC-5231 series, PMC-2x4x series

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ICP DAS IoTstar User Manual

PMD series

Figure 1-1 IoTstar System Architecture

The IoTstar system features are as below.

No more programming! Using Browsers to perform Remote Maintenance on

WISE / PMC / PMD controllers, and import the I/O channel data (and Power data) from WISE / PMC / PMD controllers into the Database.

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ICP DAS IoTstar User Manual

Can be installed on the VM (Virtual Machine) platform of the Public Cloud platform such as: Microsoft Azure, IBM Bluemix or Amazon AWS to implement the

Public IoT Cloud solutions on the WISE / PMC / PMD controllers.

Can be installed on Windows system (Windows 7 / 8 / 10, Windows Server) to implement the Private IoT Cloud solutions on the WISE / PMC / PMD controllers.

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ICP DAS IoTstar User Manual

Enables the remote maintenance and firmware update on the WISE / PMC /

PMD controllers via user-friendly and intuitive Web page interface.

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ICP DAS IoTstar User Manual

Collect the Historical and Real-Time sensor data (and Power data) from the WISE /

PMC / PMD controllers, and import them into the Database. User can modify the database data to change the status of the DO/AO channel of the sensor connected to

WISE / PMC / PMD through the SQL command. Please note: IoTstar currently support MS SQL.

By Database interface, it is easy to integrate with SCADA, Data Analysis tools

(Microsoft Power BI, Google Data Studio) or the Service of Cloud platform to retrieve the sensor data (and Power data) directly from the Database for Big Data analysis.

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ICP DAS IoTstar User Manual

User can review the sensor data (and Power data) directly by the built-in IoTstar

Web page interface.

The users can quickly setup the Data pool for their IoT system by receiving and importing the sensor data into the Database through the IoTstar. User can analyze the sensor data with analysis tool, the status can be known, and the necessary actions can be taken in advance to avoid possible damage.

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ICP DAS IoTstar User Manual

IoTstar Bot Service is an optional software package for IoTstar that provides users two-way message interactions between the WISE / PMC / PMD controller managed by IoTstar and LINE chat rooms. IoTstar Bot Service provides an easier and more convenient mechanism for user to manage his/her remote controllers with LINE

App. It does not like the traditional Chatbot which get the information or service by entering the text message; it provides a friendly user interface that includes buttons and dialogue menu to perform the monitoring of remote controllers in an easy way.

With IoTstar Bot Service, users can query the real-time I/O Channel data (or power data) of the on-site I/O modules or power meters and be able to change the value of

DO/AO output channels anytime and anywhere. IoTstar Bot Service also provides functions to receive, store, and query the event messages. The controllers can be triggered to send event messages to IoTstar Bot Service by IF-THEN-ELSE rules.

After IoTstar Bot Service receive these event messages, it would process and send them to relative LINE users for real-time alarm notification. In addition, IoTstar Bot

Service also provides the function to store and query the historical received event

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ICP DAS IoTstar User Manual messages for system operation analysis.

The following is the function comparison table of different versions of IoTstar.

Version

IoTstar v1.1

IoTstar v1.2

Standard Function

Optional package

Remote data import service with Database

Advanced

Function & Remote

Access of

Controller

Historical Real-Time

Data Data

Operation optimization

(*2)

Yes Yes

— —

Yes Yes Yes

IoTstar

Bot Service

(*3)

Yes

IoTstar v1.3/1.4 (*1) Yes Yes Yes Yes Yes

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ICP DAS IoTstar User Manual

Note 1

Support WISE-523x/WISE-2x4x series (with v1.5.1 or later version firmware).

Support PMC-523x/PMC-2x4x/PMD series (with v3.4.7

or later version firmware).

Note 2

It supports the "Batch operation for firmware update" and "Time zone information of

Controller"...etc functions.

Note 3

It is the optional package for IoTstar v1.2

or later version.

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ICP DAS IoTstar User Manual

2 Install IoTstar

IoTstar can be installed on Windows 7 / 8 / 10 or Windows Server OS system. It also need to work with the IIS Web Server and MS SQL database system. The following is the suggested system requirements for IoTstar.

Item Specification Suggestions

CPU

RAM &

Hard Disk Space

64-bit (x64); 3.0 GHz or higher GHz Processor.

Minimum 8 GB for RAM. Minimum 64GB for Hard

Disk space.

As the number of controllers, the number of sensors, and the size of Database is increasing, please do not forget to increase the size of the RAM and Hard Disk space as

OS System needed to ensure the best performance of the system.

Windows 7, Windows 8,Windows 10, Windows Server 2012 or later OS system. ( 64-bit Windows required )

.NET Framework required

Microsoft .NET Framework 4.5 or later installed.

Notes

IoTstar needs to work with the IIS Web Server and MS SQL database system.

Please Note

1.

To ensure the front-end WISE / PMC / PMD controllers can connect to IoTstar correctly and actively, please make sure the PC (or platform) to install the IoTstar on must be “Static IP” setting.

2.

If user want to use IoTstar's Web page interface to perform remote monitoring and management of the front-end WISE / PMC / PMD controllers directly in the internet environment, please make sure the PC (or platform) to install the IoTstar on

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ICP DAS IoTstar User Manual must be with “Public Static IP” or “Dynamic IP + DDNS” setting.

Before the installation of IoTstar, please verify if the IIS Web Server and MS SQL database system has been installed and enabled correctly on the target computer (or platform). The following will use Windows 10 and Windows Server 2012 as the examples for demonstrating the settings of IIS Web Server and MS SQL database.

2.1

Enable and Setting IIS Web server

2.1.1

Windows 10

I.

Open “Windows Features” by typing “optionalfeatures” in “Start menu”

II.

On the “Windows Features” window, enable all options under the “Internet

Information Services” and enable “Internet Information Services Hostable Web Core”.

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ICP DAS IoTstar User Manual

Click “OK” to apply the changes and close the program.

III.

Open “Internet Information Services (IIS) Manager” and select “Start”.

2.1.2

Windows Server 2012

I.

Open “Server Manager” in “Taskbar” or “Start Menu”

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ICP DAS IoTstar User Manual

II.

Click “Manage” on the right upper side on the “Server Manager” window, and then click “Add Roles and Features”.

III.

The “Add Roles and Features Wizard” window will pop up; read the information in “Before you begin”, then click “Next”.

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ICP DAS IoTstar User Manual

IV.

In the “Select installation type” window, select “Role-based or feature-based installation”, then click “Next”.

V.

In the “Select destination server” window, select which server you are going to install “Server Roles and Features” on, and then click “Next”.

Please note: The “Select a server from the server pool” is selected and the server

“IoTstarServer” in the “Server Pool” is used to perform the installation in this example, please select the server as you require.

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ICP DAS IoTstar User Manual

VI.

In the “Select server roles” window, select the server roles you need from the list and click “Next”.

Roles

A.

Web Server (IIS)

Please note: after the “Web Server (IIS)” is checked, the following window will pop out, please check the “Include management tools (if applicable)”, and then click “Add

Features”.

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ICP DAS IoTstar User Manual

VII.

In the “Select features” window, select the Features as required from the list and then click “Next”

Features

A.

.NET Framework 3.5 Features

I.

.NET Framework 3.5 (inludes .NET 2.0 and 3.0)

VIII.

Read the information on the “Web server Role (IIS)” window and then click

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ICP DAS IoTstar User Manual

“Next”.

IX.

In the “Select Role Services” window, select the Web Server Roles as you need from the list and then click “Next”.

Role Services

A.

Web Server

I.

Health and Diagnostics i.

Request Monitor

II.

Application Development

i.

CGI

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ICP DAS IoTstar User Manual

X.

In the “Confirm installation selections” window, verify if the selected items are correct (please note: it will only list the items that have not been installed; the already installed items will not be listed) . After you verify the items to be installed are selected, click “Install” to perform the installation.

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ICP DAS IoTstar User Manual

XI.

After the installation is completed, click “Close” to close the window.

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ICP DAS IoTstar User Manual

XII.

Click “IIS” on the left side on the “Server Manager” window, and then in the

“SERVERS” section (on the right side), select the server that you previously installed the IIS on (in this example, the server name is “IoTstarServer”), right click on the server and select “Internet Information Services (IIS) Manager”.

XIII.

Open “Internet Information Services (IIS) Manager” and select “Start”.

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ICP DAS IoTstar User Manual

2.2

Install the Web Platform Installer and install related software

I.

Download Microsoft Web Platform Installer 5.0 from the following link; install and start the software. https://www.microsoft.com/web/downloads/platform.aspx

II.

Use the search box (on the upper right corner) to search the following software and click “Add”.

PHP 5.6.x

Please note: after you add the “PHP 5.6.x” software, the following three software will be added automatically into the “Items to be installed” list: “Microsoft Driver 3.2 for

PHP V5.6 for SQL Server in IIS”, “Windows Cache Extension 1.3 for PHP 5.6” and

“PHP Manager for IIS”.

URL Rewrite 2.0

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ICP DAS IoTstar User Manual

After adding the 5 software above, click on “Install” button to install the software.

2.2.1

Trouble shooting & Debugging

If an error occurs during the installation and startup of the software, please refer to the following information for troubleshooting

Error1.

The required software was not successfully installed for [Microsoft

Drivers 3.2 for PHP v5.6 for SQL Server in IIS]

If the download link is failed, please download the file SQLSRV32.EXE at the

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ICP DAS IoTstar User Manual following URL: https://www.microsoft.com/en-us/download/details.aspx?id=20098

Extract the file and put the following two files into the default installation directory C:\Program Files(x86)\PHP\v5.6\ext:

php_sqlsrv_56_nts.dll php_pdo_sqlsrv_56_nts.dll

And in the default installation directory C:\Program Files (x86) \PHP\v5.6, use

Notepad to open “php.ini”, and add the following two lines in the “ExtensionList” and save this file:

extension=php_sqlsrv_56_nts.dll extension=php_pdo_sqlsrv_56_nts.dll

※ If you cannot modify “php.ini”, please right click on the “php.ini”; select

“Properties”; and on the “Security” tab, click “Edit” to bring up the “Permissions for php.ini” window. Select “Users” and check “Allow” of the “Full control”, click

“Apply” and close all windows.

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ICP DAS IoTstar User Manual

Error2.

The system shows requirement to upgrade IIS to IIS7.0 or later when installing “URL Rewrite 2.0”

(apply to IIS version 10.0).

I.

On the search box of Windows 10, input “regedit” to find and open “Registry

Editor”; find the path:

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\InetStp\ MajorVersion

Right click on “MajorVersion” and select “Modify”.

II.

On the “Base” section, select “Decimal” and modify the value in “Value data” from 10 to 9.

III.

Install the software again, after completing the installation, change back the

“Value data” from 9 to 10.

Error3.

Error happens when installing the “PHP Manager for IIS”.

Please go to the installation directory of “PHP Manager for IIS” (C:\Program

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ICP DAS IoTstar User Manual

Files(x86)\PHP\v5.6). Open the “php.ini” file by Notepad, complete the modification as following, save the”php.ini” file, then restart the IIS Web server again. After

complete the procedure, you can skip the setting of steps I ~ V in the “2.3 PHP

Manager Setting” section.

Modify the value of “upload_max_filesize” from 2M to 10M.

In the “ExtensionList” section, add the string of “extension=php_sockets.dll” as below.

※ If you cannot modify “php.ini”, please right click on the “php.ini”; select

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ICP DAS IoTstar User Manual

“Properties”; and on the “Security” tab, click “Edit” to bring up the “Permissions for php.ini” window. Select “Users” and check “Allow” of the “Full control”, click

“Apply” and close all windows.

2.3

PHP Manager Setting

After complete the procedure of “2.2 Install the Web Platform Installer and install related software”, if you have confirmed that the “PHP Manager for IIS” has been

successfully installed, please follow the steps as below to complete the setting of PHP

Manager. However, if the “PHP Manager for IIS” installation fails, please refer to the

instructions in the “Error3 Error happens when installing the “PHP Manager for IIS”.”

of “2.2 Install the Web Platform Installer and install related software” first, and then

start from the Step vi of the following procedure to complete the setting.

I.

Start the “PHP Manager” under the IIS. Please note: if you do not see “PHP

Manager”, please close the IIS and restart it again.

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ICP DAS IoTstar User Manual

II.

Click the “Set runtime limits” which is under the “PHP Settings” section.

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ICP DAS IoTstar User Manual

III.

Modify the “Upload Maximum File Size” to be 10M.

IV.

Click on “Enable or disable an extension” under the “PHP Extensions” section.

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ICP DAS IoTstar User Manual

V.

Modify “php_sockets.dll” from “Disabled” to “Enabled”.

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ICP DAS IoTstar User Manual

VI.

Verify PHP's running status

1.

Download and install the following software:

Visual C++ Redistributable for Visual Studio 2012 Update 4

File name: VSU4\vcredist_x86.exe

https://www.microsoft.com/en-US/download/details.aspx?id=30679

Microsoft ODBC Driver 11 for SQL Server

File name: \x64\msodbcsql.msi

https://www.microsoft.com/en-US/download/details.aspx?id=36434

2.

Open Notepad as “System Administrator” and input the following text:

<?php phpinfo(); ?>

When the input is completed, please save the file. The file name must be

“phpinfo.php” and stored in the “C:\inetpub\wwwroot\” directory.

3.

Start your web browser and input: http://localhost/phpinfo.php

4.

If the following PHP setting page information is displayed, it means the IIS can run PHP.

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ICP DAS IoTstar User Manual

2.3.1

Trouble shooting & Debugging

Error1.

http://localhost/phpinfo.php

cannot be displayed, please check if the extension of “phpinfo.php” is correct:

 Select the “View” tab at the top of the folder and check “File name extensions”.

 After “File name extensions” being checked, if the “phpinfo.php” file turns to be

“phpinfo.php.txt”, please right click on the file and select “Properties”, delete the extension name “.txt”, and click “OK”.

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ICP DAS IoTstar User Manual

2.4

MS SQL Server Setting

I.

Install MS SQL Server

The version of the Server used in the following example is SQL Server 2016 (Express

Edition), the management tool is SQL Server Management Studio (16.5.1).

SQL Server (Express Edition) can be downloaded at: https://www.microsoft.com/en-US/download/details.aspx?id=56840

Microsoft Server Management Studio can be downloaded at: https://msdn.microsoft.com/library/mt238290.aspx

After download the two software tools, please also install both of them.

Please note: The system administrator account

sa

and its password will be used later when setup the database and perform connection operation. Please keep the password in a safe place. If the “Server Authentication” is not “SQL Server and Windows

Authentication mode” after the installation, please refer to the following steps to

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ICP DAS IoTstar User Manual enable the “SQL Server and Windows Authentication mode”.

II.

Execute SQL Server Management Studio.

III.

Login by selecting “Windows Authentication”; then click “Connect”.

IV.

Right-click on the name of the database and select “Properties” to bring up the

Properties window.

V.

On the left side of the setup window, look for the “Security” page and under the

“Server authentication”, select “SQL Server and Windows Authentication mode”.

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ICP DAS IoTstar User Manual

Click “OK” to complete the setting.

VI.

Return to the main settings window, expand “Security” and “Logins”; find and right click on the “

sa

”; select “Properties” to bring up the Properties window.

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ICP DAS IoTstar User Manual

VII.

Change the password on the “General” page and click “OK”.

Please note: If you check “Enforce password policy”, the password complexity policy will be enforced; and will perform strong password checks for the new passwords; if the password is too simple will not pass the check.

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ICP DAS IoTstar User Manual

VIII.

Switch to the “Status” page; select “Enabled” under the “Login” section, and click “OK”.

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ICP DAS IoTstar User Manual

IX.

Return to the main setting window and right click on the name of the main database and select “Restart” to complete the settings of “SQL Server and Windows

Authentication mode” for the SQL Server.

X.

Open “Computer Management” by typing “compmgmt.msc” in “Start menu”.

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ICP DAS IoTstar User Manual

XI.

In the left half of the “Computer Management” window, expand “Services and

Applications” and then find “SQL Server Configuration Manager” and expand the folder; select “SQL Server Services”, check if the “State” of SQL Server

(SQLEXPRESS2016) is “Running” and “Start Mode” is “Automatic” (In this example the name of the SQL Server name is “SQLEXPRESS2016”, this name will be used in the following sections). Right click on the SQL Server

(SQLEXPRESS2016) and select “Properties” to bring out the “Properties” window. In the pop-up window, select “Service”, change the “Start Mode” to be “Automatic”, click “Apply” and click “OK”. Back to “SQL Server Services”, right click on SQL

Server (SQLEXPRESS2016) and select “Start”.

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ICP DAS IoTstar User Manual

XII.

In the left half of the “Computer Management” window, expand “Services and

Applications” and then find “SQL Server Configuration Manager” and expand the folder; select “SQL Server Network Configuration”; select “Protocols for

SQLEXPRESS2016”; verify if the protocol name “TCP/IP” is Enabled.

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ICP DAS IoTstar User Manual

XIII.

Click on “IP Addresses” tab, check if the value of the “TCP Port” under the

“IPAII” section is 1433, click “Apply” and “OK” to complete the settings.

XIV.

Back to “SQL Server Configuration Manager” and find “SQL Server services”, right click on the “SQL Server (SQLEXPRESS2016)” and select “Restart”.

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ICP DAS IoTstar User Manual

XV.

Login by “SQL Server Authentication”

Select to login as “SQL Server Authentication”, input “

sa

” as the login name, and input the password you previous set; click “Connect” to check if you can login by using “SQL Server Authentication”.

2.5

Download IoTstar

Users can download IoTstar (Demo version) from IoTstar official website. Please follow the steps below:

I.

Go to IoTstar official website http://iotstar.icpdas.com/en/index.php

, and click the “Download” button on the main page.

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ICP DAS IoTstar User Manual

II.

On the “Download” page, click the “Download Now” button of “Demo Version

(Free)” section to enter the download page of IoTstar software (Demo Version).

Figure 2-1 Download IoTstar (Demo Version) (1)

III.

On the download page of IoTstar (Demo Version), enter the following information: “First Name”, “Last Name”, “Company”, “Country”, and “E-mail”, and then click the “Send Software Link” button. An email with the download link of

IoTstar software (Demo Version) would be sent to the email address account you entered.

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ICP DAS IoTstar User Manual

Figure 2-2 Download IoTstar (Demo Version) (2)

IV.

Check your mailbox and find the email sent by IoTstar website, and then download the IoTstar (Demo Version) from the download link in the email.

Please note: The email sent by IoTstar website may be found in the spam/trash folder of your mailbox according to different mail servers, Please also check the spam/trash folder of your mailbox if you cannot find it in the Inbox folder.

2.6

Install IoTstar

Please refer to the following steps to install IoTstar software (Demo Version) and complete the initialization setting:

I.

Get and launch the installation file of IoTstar (Demo Version)

II.

If you have installed IoTstar before, the Installer of IoTstar will pop up a message window for the notification of the un-installation of the old version IoTstar. Please click the “OK” button to start the un-installation process.

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III.

The Installer of IoTstar will pop up a window to inform you to remove the project setting of the old version IoTstar, or not.

Please Note : Remember to click the “No” button, if you just want to upgrade to the new version IoTstar but still want to keep the original project settings to the new version IoTstar.

IV.

Click the ”Next” button.

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V.

In the ”Destination Folder” field, enter the location which will be used to install

IoTstar. Click ”Install” to start the installation.

VI.

When the installation is completed, check “Run the ICP DAS IoTstar.” and click the “Finish” button.

2.7

Add Website for IoTstar

Please refer to the following steps to add the IoTstar website to the IIS server:

I.

Open the “Internet Information Service (IIS) Manager”, and right click on the

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“Sites”, then click “Add Website”.

II.

Input the “Site name” and complete the settings of “Binding information”, and set “Physical path” to the “Web” sub-directory of the installation location of IoTstar, and then click “OK” to finish adding the website. ※ In the following, we use the IP address “69.195.124.123” and its corresponding domain name “myiotstar.com” as the example.

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2.8

Complete the Initial Setting

I.

After the IoTstar is executed, the “ICP DAS IoTstar” system interface will be shown to help user to perform the initialization setting of IoTstar. Because the IoTstar is Demo Version currently, so the title of “ICP DAS IoTstar” system interface will show the message of “Demo Version”.

II.

Click the “Settings” button on the “ICP DAS IoTstar” system interface.

※ In the following steps, please use the actual network settings of the hardware

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III.

Complete the following settings in the “Web” tab of the “Settings” window:

Type

Select the communication protocol used by the IoTstar website.

IP / Domain Name: Input the IP address or the domain name of the PC (or

Platform) with IoTstar installed. If you use a non-default Port for the website of

IoTstar, please remember to add “: Port number” at the back of IP address or domain name.

Sign Up Page: When the administrator uncheck the “Enable” in the “Sign Up

Page” field, the account creation function of IoTstar will be closed.

IV.

Complete the SMTP server settings on the “SMTP” tab of the “Settings” window.

After the user applying an login account of IoTstar, IoTstar will send an authentication

Email to the user via the SMTP server. The user will then be able to follow the steps on the email to complete the authentication process and complete the registration of the IoTstar account.

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Address: Input the IP address or the domain name of the SMTP server.

Port: Input the port number of the SMTP server. The default setting is 25.

Username: Input the username of the SMTP server.

Password: Input the password of the SMTP server.

Security: Select the security setting to be “No Security”, “TLS”, or “SSL” from the dropdown list.

Sender Name: Input the name of the sender.

Sender Email: Input the email address of the sender.

Please note: IoTstar would also send the notification Email to the administrator via this SMTP server when critical problems occur.

V.

Input the following settings in the “Database” tab of the “Settings” window:

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Address: Input the IP address of the database which IoTstar will connect to.

Port: Input the port of the database. The default port number is set as 1433.

Username: Input “sa”.

Password: Input the password of the account “sa” when you perform the authentication settings of the SQL server.

Default Maximum Database Size: The administrator can pre-set the Maximum size of database which will be allocated to the user accounts of IoTstar.

VI.

Input the administrator email and select the notification options in the

“Notification” tab of the “Settings” window. And then when any of the selected notification options happens; IoTstar will send the alarm notification Email to the administrator.

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Insufficient disk space: When the computer platform which IoTstar be installed has the status of insufficient hard disk space, IoTstar will send a notification email to the administrator.

Fail to establish a connection to the database: When IoTstar cannot connect to the database successfully, IoTstar will send a notification email to the administrator.

The system load continue to exceed 90% and last 15 minutes: When IoTstar is in the high system loading (90%; lasts 15 minutes), IoTstar will send a notification email to the administrator.

A user sign up for an account: When a user applies for an account of IoTstar,

IoTstar will send an email to the administrator of IoTstar, and the administrator will confirm whether to allow the application of the account, or not.

VII.

After the settings of initialization are completed, click “Start Service” to active

IoTstar.

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2.9

Firewall Setting

In order to create the network connection with WISE / PMC / PMD successfully, if your system environment include the Firewall, please remember to adjust the setting of Firewall for the network connection between IoTstar and WISE / PMC / PMD.

Following is the setting for reference (Using Windows OS system as an example):

Make sure the “Programs” field setting is the path of “IoTstar Installation directory\Server\Runtime.exe”

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Open the “Port 1230 ~ Port 1235”, “Port 7000 ~ Port 7100” and the Port of IIS website for IoTstar.

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The detail setting of Firewall (Using Windows OS system as an example) with IoTstar is as below.

2.10

Account Management

There is no number limitation of login accounts for IoTstar Demo version and Formal

Version. Therefore, IoTstar provides the Account Management interface for the administrator to remove useless accounts. When one account is removed, all the settings, data, and records would be deleted together.

Click the “Account Management” button on the IoTstar system interface to bring up the “Account Management” window.

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Click the “Create” button, enter the user's email address in the “Email Address” field of “Account Creation” window, and press the “Send” button. The system will send the verification email to the user's Email account. User only needs to click the link in the

Email to complete the verification procedure for the creation of user account of

IoTstar.

Figure 2-3 Create user account

To enable or change the user's account settings, please select the user account first, click the “Setting” button, then the “Account Settings” window will be shown. Please follow the items as below to enable or change the user account settings.

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Active: Activate this account (Before modify the setting as below items, user must activate the account first. The button will disappear after activation) .

Username: Change the Username of the account in the field.

Password: Change the Password of the account in the field. Please leave blank if you do not want to change the Password.

Device Number: Assign the number of controllers that the user account can connect (manage)

Maximum Database Size

The Maximum size of database which will be allocated to the user account can be changed in the field.

Figure 2-4 Change user account settings

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To delete a user account, please select the user account to be removed, and then click the “Remove” button, then the account would be removed.

Figure 2-5 Remove user account

2.11

System Loading monitoring

IoTstar provides the System Loading monitoring function for the administrator to review the real-time System Loading status of the IoTstar. The field of System

Loading status is in the lower part of the IoTstar system interface as shown below.

If the value of the System Loading is too high (for example: over 90 %), it means the

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H/W performance of the PC or platform (with the IoTstar installed) cannot meet the operation requirement of IoTstar. If the administrator sees the System Loading is getting too high, we suggest performing the following two operations to keep the

IoTstar function stably:

Enhance the H/W performance of the PC or platform (with the IoTstar installed) to provide more computing power.

Reduce the total number of WISE / PMC / PMD controllers connected to IoTstar simultaneously.

2.12

The Setting of WISE / PMC / PMD and IoTstar

Currently IoTstar supports ICP DAS WISE-523x / WISE-2x4x, PMC-523x /

PMC-2x4x and PMD series controllers. Before setting up the network connection and data upload operation between WISE / PMC / PMD and IoTstar, please make sure the firmware version of the WISE / PMC / PMD controllers you use meet the requirements as below:

Controller

WISE

Series

WISE-523x series,

WISE-2x4x series

Firmware version

V1.5.1 or later version

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PMC / PMD

Series

PMC-523x series,

PMC-2x4x series,

PMD series

V3.4.7 or later version

If the WISE / PMC / PMD controller you use now is early firmware version, please visit the following link to download the new version firmware and refer to the user manual to complete the firmware update process.

WISE Series

The download link for the latest firmware version of WISE-523x/WISE-2x4x : http://wise.icpdas.com/Download.html#firmware

The download link for WISE-523x/WISE-2x4x User Manual : http://wise.icpdas.com/Download.html#manual

PMC / PMD Series

The download link for the latest firmware version of PMC-523x/PMC-2x4x

/PMD : http://pmms.icpdas.com/en/download.html#firm_ware

The download link for PMC-523x/PMC-2x4x/PMD User Manual : http://pmms.icpdas.com/en/download.html#manual

About the connection and data upload setting between WISE / PMC / PMD and

IoTstar, please refer to the following sections for detail.

Appendix I: WISE Connection setting for IoTstar

Appendix II: Enable “Data Upload Operation” from WISE to IoTstar

Appendix III: PMC / PMD Connection setting for IoTstar

Appendix IV: Enable “Data Upload Operation” from PMC / PMD to IoTstar

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3 IoTstar (Formal Version) Setting with License file

The formal version of IoTstar includes three options: IoTstar-RC050, IoTstar-RC200 and IoTstar-RC500. To upgrade the IoTstar (Demo Version) to IoTstar (Formal

Version), please refer to the steps below:

I.

Please contact with the sales or distributers of ICP DAS to buy IoTstar (Formal

Version). When the procurement procedure is completed, ICP DAS would send the package of IoTstar to you.

II.

When you receive the package of IoTstar, please confirm that there is an IoTstar

CD in the package, and a sticker of IoTstar serial number on the CD.

III.

Please follow the sections “2.5 Download IoTstar ~ 2.7 Add Website for IoTstar”

to complete the installation and initialization of IoTstar (Demo Version). If you have completed the setting and installation of IoTstar (Demo Version), please skip this step.

IV.

Go to IoTstar official website http://iotstar.icpdas.com/en/index.php, and click the “Download” button on the main page.

V.

In the “Download” page, click the “Registration” button of the “Formal Version” section to enter the registration page of IoTstar.

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Figure 3-1 Registration for IoTstar (Formal Version) (1)

VI.

On the registration page of IoTstar (Formal Version), enter the following information: “First Name”, “Last Name”, “Company”, “Country” and “E-mail”.

Please enter the “Serial Number” which you get from the sticker on the IoTstar CD.

For the “Hardware ID”, please click the button next to the “Hardware ID” field and follow the instructions on the Pop-up window to get the Hardware ID of the platform which IoTstar is installed and enter the Hardware ID you get in the

“Hardware ID” field.

Click the “Registration” button to save these settings. If the key-in registration information is correct, an email with the license file of IoTstar

(Formal Version) would be sent to the email address you entered.

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Please note:

Figure 3-2 Registration for IoTstar (Formal Version) (2)

1. The email sent by IoTstar website may be sent to the spam/trash folder of your mailbox according to different mail servers. Please also check the spam/trash folder of your mailbox if you didn’t find it in inbox.

2. The license file of IoTstar is single platform license. Each license is unique and can only be assigned to the PC/Platform with the Hardware ID you provide.

3. If you need to change the PC/Platform's component (CPU, Hard Disk with OS image or motherboard), or the original PC/Platform with IoTstar is damaged and you need to switch IoTstar to other PC/Platform, please follow the steps above to get the new IoTstar license file for the PC/Platform (with the new component) or the new

PC/Platform. Each serial number on IoTstar CD allows maximum 3 applications of the license file. Please be careful about it.

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VII.

When you receive the license file of IoTstar (Formal Version), click “Start

Menu”→ “All apps”→ “ICPDAS”→ “IoTstar” to open the IoTstar system interface.

VIII.

Click the “License” button on the IoTstar system interface to enter the License setting window.

IX.

In the “License” setting window, click the “Browse...” button to find the location of the IoTstar (Formal Version) license file, and then click the “OK” button.

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X.

If the license file is valid, the IoTstar (Demo Version) would be upgraded to

IoTstar (Formal Version). The registration procedure of IoTstar (Formal Version) is completed and the title of IoTstar System Interface will not show the message of

“Demo Version”.

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4 IoTstar Optional Package Upgrade

If users want to upgrade IoTstar with the IoTstar Optional Package (IoTstar upgrade package, IoTstar Bot Service or others), please refer to the following steps.

I.

Please contact with the sales or distributers of ICP DAS to order the IoTstar optional package (IoTstar upgrade package, IoTstar Bot Service or others). When the procurement procedure is completed, ICP DAS would send the upgrade code of the

IoTstar optional package to you.

II.

Go to IoTstar website http://iotstar.icpdas.com/en/index.php

, and click the

“Package Upgrade” button on the main page.

III.

On the "Package Upgrade" page of IoTstar, enter the “Serial Number” of the

IoTstar you have installed and the “Upgrade Code” of the IoTstar optional package you order. Click the “Upgrade” button to save these settings, then click the “Generate the License File” to generate the new license file for the IoTstar you install.

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IV.

After click the link of "Generate the License File", the browser will open the "

Registration & Getting License File for IoTstar (Formal Version)" page, please follow

the description of "Step VI ~ Step X" of the "3. IoTstar (Formal Version) Setting with

License file" chapter to complete the registration process of the IoTstar software (with

the optional package).

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5 System Login

When connect to IoTstar via Web browser (IE 11 / Firefox 53 / Chrome 58 version or above are recommended), in order to get a better operation experience, 1280x1024 resolution or more higher resolution is recommended. The Login page of IoTstar is shown as below:

Figure 5-1 IoTstar Login Page

Before login to IoTstar, users have to create a user account of IoTstar by the following steps:

I.

Click the “Sign up now!” button on the Login webpage of IoTstar to enter the sign-up page.

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II.

Input your email address in the “Email” field and click the “Verification” button.

IoTstar will send a verification email to this email address later.

III.

Check your mailbox and find the Verification email sent by IoTstar. Click the link in the email to complete the procedure of the email verification.

Please note: The email sent by IoTstar website may be sent to the spam/trash folder of your mailbox according to different mail servers. Please also check the spam/trash folder of your mailbox if you didn’t find it in inbox.

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IV.

The verification link would lead you to the next sign-up page of IoTstar. Key in the following information: “Username”, “Password”, “Retype Password”,

“Nickname”, “E-mail”, “Company”, and “Country / Region “, and then click the

“Submit” button.

Please note that the username can only contain lowercase letters and numbers.

V.

If the information is valid, the following screen will be displayed and the application of IoTstar user account will be completed. After the administrator activates this user account, user can click the "Login" button to visit IoTstar’s Account login page

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VI.

Input the username, password, and select the language, and then click the

“Submit” button to login IoTstar.

Please note:

1. The user can select the preferred language of the IoTstar webpage on the login page.

After login into the system, if the user want to change the language again, logout and re-select the language on the Login page.

2. Before starting the system, please make sure the browser you are using already enable JavaScript support, otherwise the system will not function properly.

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6 IoTstar Web Page Overview

After the user login into the IoTstar with individual information successfully, the

IoTstar home page will be displayed as below. The home page will list all the WISE

/PMC / PMD controllers that the user has the authority for maintenance/monitoring and the WISE / PMC / PMD controllers that are shared from other accounts. For assigning the authority setting of WISE / PMC / PMD to individual IoTstar user

account, please refer to “Appendix I: WISE Connection setting for IoTstar” section

and “Appendix III: PMC / PMD Connection setting for IoTstar” section.

IoTstar home page is mainly divided into 2 parts:

A. System Function

B. Data Review/System Setting

More detailed information for each part will be given in the following section.

Figure 6-1 IoTstar Home Page

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6.1

System Function area

System function area provides immediately access to the main functions of IoTstar, such as: Remote Maintain Devices, Real Time Data Display, Historical Data Analysis,

System Information & Settings, and logout IoTstar, etc. Each function in system function area is listed as the following:

Logout

Logout button is at the right upper of IoTstar Webpage. Click on logout button and then click “OK” to logout the system.

Account Maintenance

There is the “Account Maintenance” button at the right upper of IoTstar Webpage.

Click on the button with user's nickname to enter the Account Maintenance page.

System Function Toolbar

System function toolbar is at the left side of the IoTstar Webpage. The System function toolbar includes the following function options. The following chapters will provide more detailed description of these functions.

Chapter 7: Remote Maintenance of the Devices

Chapter 8: Real-Time Data Display

Chapter 9: Historical Data Analysis

Chapter 10: Grouping Setting

Chapter 11: System Information & Setting

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6.2

Data Review/System Setting area

Data review/System setting area allows to set system parameters and data review of

WISE / PMC / PMD controller, the content of this area will be varied according to the selected system function. After the user login into the IoTstar, the Data review/System setting area of home page will list all the WISE /PMC / PMD controllers that the user account has the authority for maintenance/monitoring and the WISE / PMC / PMD controllers that are shared from other accounts. The following is an example.

Figure 6-2 Data Review/System Setting area

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7 Remote Maintenance of the Devices

After login into the IoTstar or click the “Remote Maintain Devices” button on the

“System Function” area of IoTstar Webpage, the “Data review/System setting” area will list all the WISE / PMC / PMD controllers that the user has the authority for maintenance/monitoring and the WISE / PMC / PMD controllers that are shared from other accounts. According to the connection status between controller and IoTstar, the

WISE / PMC / PMD controllers could be divided into “Online Device List” and

“Offline Device List” groups as below.

Figure 7-1 Remote Maintain Devices page

In the “Online Device List” group, if the user is authorized to access the controller for

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Please Note

1. For the setting of WISE, please refer to WISE User manual

(http://wise.icpdas.com/Download.html#manual).

2. For the setting of PMC / PMD, please refer to PMC / PMD User manual

(http://pmms.icpdas.com/en/download.html#manual).

In addition, if the configuration of WISE / PMC / PMD is modified and the configuration file is downloaded to the controller via the IoTstar's interface, these previous configuration files will be backup in IoTstar. To restore the configuration, click on the button below the controller, and specify the desired configuration file, click the “Restore” button of the file, then IoTstar will download the desired configuration file into the controller and restore to the previous configuration.

Please Note

IoTstar will only keep the latest 30 previous configuration files for each controller.

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In the “Online Device List” area, if there is the icon at the right upper of WISE /

PMC / PMD controller, it means the controller is shared from the other account. Move the mouse over the icon, a message will appear to show who owns the authority of the controller. Click on the button below the controller to launch the Webpage of the selected WISE / PMC / PMD controller, and then you can login as a Guest to review the status of the controllers.

For the WISE / PMC / PMD controllers in the “Offline Device List” group, it means the Network connection between the controller and IoTstar is in offline status. So the user cannot perform the operations such as: remote maintenance, status monitoring, system setting, and firmware update. If the Network connection between the controller and the IoTstar is n o longer needed, user can click on the button below

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ICP DAS IoTstar User Manual the controller to remove the controller from the “Offline Device List” group.

Please Note

The “Remove” function will also remove all previous configuration files of the controller.

In addition, IoTstar can perform the “Batch operation of Firmware Update” for the remote WISE / PMC / PMD controllers located in the “Online Device List” area.

Users only need to complete the corresponding settings, and then IoTstar will automatically perform remote firmware update on all selected WISE / PMC / PMD controllers. It will help user to conveniently and quickly complete the operation of remote firmware update on multiple controllers simultaneously. For the setting of

“Batch operation of Firmware Update”, please refer to the steps as below.

I.

Click the “Firmware Update” button at the right top corner of the “Online

Device List” area.

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II.

For the firmware file required in the firmware update operations of WISE / PMC

/ PMD controllers, IoTstar provides two options for the selection of firmware file.

Automatically search and download the latest firmware files: IoTstar will automatically download the latest version of WISE / PMC / PMD firmware files from

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ICP DAS IoTstar User Manual the official website of WISE / PMC / PMD controller and use the files in the firmware update operation.

Browse the firmware files on this computer: If user has previously downloaded the WISE / PMC / PMD firmware files, he can browse and select the WISE / PMC /

PMD firmware files on the computer where IoTstar is installed, and use the files in the firmware update operation.

III.

After the selection of firmware files is completed, user can selects the WISE /

PMC / PMD controllers which need to perform the firmware update operation from the list of WISE / PMC / PMD controller and then clicks the “Update” button. Now

IoTstar will automatically perform the firmware update operation for all the selected controllers simultaneously. Users can review the status of the firmware update process for each controller through the “Progress Rate” field.

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8 Real-Time Data Display

“Real-Time Data Display” allows inquiry and display of the real-time power data and

I/O channel data of the WISE / PMC / PMD controllers connected to IoTstar by chart.

“Real-Time Data Display” includes 2 options: “I/O channel Data” and “Power Data”.

More detailed information for each option will be given in the following section.

8.1

I/O channel Data

Click on the “I/O Channel Data” button in the “Real-Time Data Display” section on the IoTstar Webpage; the list of WISE / PMC / PMD controllers connected to IoTstar and the I/O Channel groups will be shown in the Data Review/System Setting section.

The user can select the desired I/O Channel of the I/O module or the I/O Channel group, then the corresponding Real-Time I/O Channel data will be shown in Chart.

The “Real-Time I/O Channel Data” page is as below:

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Figure 8-1 I/O Module List (Real-Time Data)

User can follow the sequence as: “Select the specified WISE / PMC / PMD controller

-> Select the specified I/O module connected to the controller -> Select the I/O channel of the I/O module” or “Select the I/O Channel group directly”, then IoTstar will show the real-time Data of the I/O channel in Chart. Click on the button below the Chart to add other I/O channel's real-time Data into the Chart for data display and cross-match operation. And if you click on the button next to the I/O channel, the real-time data of the specified I/O channel will be removed and not displayed.

If the I/O channel cannot be selected, please remember to update the firmware of

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WISE / PMC / PMD controller first (WISE needs to be updated to v1.5.0 firmware or later version; PMC / PMD needs to be updated to v3.4.6 firmware or later version), visit the “IoT Platform Setting > IoTstar Setting > Real-time Data Sending Setting” page of WISE / PMC / PMD, and insert the I/O channels which need to actively send the Real-Time data to IoTstar, then click “Save” button to save the setting.

The following figure shows an example of the displayed data in Chart. The user can flexibility move the buttons forward and backward on the Timeline to display the corresponding I/O channel real-time Data of specified time range in the Chart.

Figure 8-2 I/O Channel Data Display (Real-Time Data)

There is the I/O Channel list under the real-time data chart. If the Channel is Internal

Register, DO channel or AO channel, IoTstar will provide a button behind the channel. Click the button, a pop-up window will be shown to let user to enter the new value for the output channel. After complete the setting, IoTstar will assign the new value to the I/O module to update the value of the corresponding output channel.

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Please Note : For the DO channel setting, 1 is ON, 0 is OFF.

Figure 8-3 IR, DO/AO channel Setting (Real-Time Data)

8.2

Power Data

Click on the “Power Data” button in the “Real-Time Data Display” section on the

IoTstar Webpage; the list of PMC / PMD controllers connected to IoTstar will be shown in the Data Review/System Setting section. The user can select the desired

Loop of the power meter, then the corresponding real time power data will be shown in Chart. The “Power Data” page is as below.

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Figure 8-4 Power Meter List (Real-Time Data)

User can follow the sequence as: “Select the specified PMC / PMD controller ->

Select the specified power meter connected to the controller -> Select the Loop of the power meter” in “Power Data” page, then IoTstar will show the real-time power data information in Chart. Currently it provide the Voltage, Current, kW, kvar, kVA, PF, kWh, kvarh and kVAh information display.

If the loop of the power meter cannot be selected, please remember to update the firmware of PMC / PMD controller first (PMC / PMD needs to be updated to v3.4.6 firmware or later version), visit the “IoT Platform Setting -> IoTstar Setting ->

Real-time Data Sending Setting” page of PMC / PMD, and insert the loop of the power meter which need to actively send the Real-Time power data to IoTstar, then click “Save” button to save the setting.

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The following figure shows an example of the displayed data in Chart. The user can flexibility move the buttons forward and backward on the Timeline to display the corresponding real-time power data of specified time range in the Chart.

Figure 8-5 Power Data Display (Real-Time Data)

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9 Historical Data Analysis

“Historical Data Analysis” allows inquiry and display of the historical power data and

I/O channel data of the WISE / PMC / PMD controllers connected to IoTstar. It allows doing data analysis and cross-match operations of these historical data with ease.

“Historical Data Analysis” includes 3 options: “I/O channel Data”, “Power Data” and

“Power Report”. More detailed information for each option will be given in the following section.

9.1

I/O Channel Data

Click on the “I/O Channel Data” button in the “Historical Data Analysis” section on the IoTstar Webpage; the list of WISE / PMC / PMD controllers connected to IoTstar and the I/O Channel groups will be shown in the Data Review/System Setting section.

The user can select the desired I/O Channel of the I/O module or the I/O Channel group, then the corresponding historical I/O Channel data will be shown in Chart. The

“I/O Channel Data” page is as below:

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Figure 9-1 I/O Module List (Historical Data)

User can follow the sequence as: “Select the specified WISE / PMC / PMD controller

-> Select the specified I/O module connected to the controller -> Select the I/O channel of the I/O module” or “Select I/O Channel group directly”, then IoTstar will show the historical Data of the I/O channel in Chart. Click on the button below the Chart to add other I/O channel's historical Data into the Chart for data analysis and cross-match operation. And if you click on the button next to the I/O channel, the historical data of the specified I/O channel will be removed and not displayed.

The Time range setting of the Chart can be adjusted as required to show the I/O channel data of the corresponding time range. Check the “Sync Selector” will

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ICP DAS IoTstar User Manual synchronize the Time range setting of all I/O channel of the Chart. The following figure shows an example of the displayed data in Chart. The user can flexibility move the buttons forward and backward on the Timeline to display the corresponding

I/O channel historical Data of specified time range in the Chart.

Figure 9-2 I/O Channel Data Analysis (Historical Data)

9.2

Power Data

Click on the “Power Data” button in the “Historical Data Analysis” section on the

IoTstar Webpage; the list of PMC / PMD controllers connected to IoTstar and power meter groups will be shown in the Data Review/System Setting section. The user can select the desired Loop of the power meter or the power group, then the corresponding historical power data will be shown in Chart. The “Power Data” page is as below:

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Figure 9-3 Power Meter List (Historical Data)

IoTstar provide the “Power Data Analysis for Power Meter” or “Power Data Analysis for Power Meter Group” functions. The following sections will describe detailed information.

9.2.1

Power Data Analysis for Power Meter

User can follow the sequence as: “Select the specified PMC / PMD controller ->

Select the specified power meter connected to the controller -> Select the Loop of the power meter” in “Power Data” page, then IoTstar will show the “Energy Analysis” and “Power Data Analysis” information of the corresponding historical power data in

Chart.

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Energy Analysis:

For the Energy data (kWh) analysis, 5 options of Chart's

Timeline setting are provided: “Day”, “Week”, “Month”, “Quarter” and “Year” (at the left upper of the Chart). Setup the Timeline and then specify the start day of the

Timeline from the “Time” filed; then the corresponding historical power data of the

Loop of the power meter will be displayed. By using the “Compared” function, the user can specify a start day of the compared group's historical power data; the chart will be shown to compare the historical power data of these two groups at the same time for data cross-match analysis. In the “Energy Analysis” section, it also provides the current and compared information as kWh, “Carbon Footprint” and “Growth

Rate” for reference. Click the button at the right upper of “Carbon Footprint” will provide the interface for adjusting the parameters of Carbon Footprint.

Figure 9-4 Energy Analysis for Power Meter (Historical Data)

Power Data Analysis:

5 options of Chart's Timeline setting are provided: “Day”,

“Week”, “Month”, “Quarter” and “Year” (at the left upper of Chart) for the power data analysis. After adjusting the Timeline setting, please specify the start day of the

Timeline from the “Time” filed at the top of chart, then the chart will display the corresponding historical power data of the Loop/Phase of the power meter. Currently

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PF information display.

Figure 9-5 Power Data Analysis for Power Meter (Historical Data)

9.2.2

Power Data Analysis for Power Meter Group

Select the specified power meter group in the “Power Data” page; then the IoTstar will show the “Energy Analysis” information for the corresponding historical power data of the power meter group in chart. 5 options of chart's Timeline setting are provided: “Day”, “Week”, “Month”, “Quarter” and “Year” (at the left upper of chart) for the Energy data (kWh) analysis. Setup the Timeline setting and then specify the start day of the Timeline from the “Time” filed; then the corresponding historical power data of the power meter group will be displayed. By using the “Compared” function, the user can specify a start day of the compared group's historical power data; the chart will be shown to compare the historical power data of these two groups at the same time for data cross-match analysis. In the “Energy Analysis” section, it also provide the current and compared information of kWh, “Carbon Footprint” and

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“Growth Rate” for reference. Click the

button at the right upper of “Carbon

Footprint” will provide the interface for adjusting the parameters of Carbon Footprint.

Figure 9-6 Energy Analysis for Power Meter Group (Historical Data)

9.3

Power Report

Click on the “Power Report” button in the “Historical Data Analysis” section on the

IoTstar Webpage; the list of PMC / PMD controllers connected to IoTstar and power meter groups will be shown in the Data Review/System Setting section. The user can select the desired Loop of the power meter or the power group, then the corresponding historical power report will be shown. The “Power Report” page is as below:

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Figure 9-7 Power Meter List (Power Report)

IoTstar provide the “Power Report for Power Meter” or “Power Report for Power

Meter Group” functions. The following sections will describe detailed information.

9.3.1

Power Report for Power Meter

For the Power Report, 5 options of Timeline setting are provided: “Day”, “Week”,

“Month”, “Quarter” and “Year” (at the left upper of the Table). Setup the Timeline and then specify the start day of the Timeline from the “Date” filed; then the corresponding historical power report of the Loop of the power meter will be displayed. User can click on the “Download Report” button to download the

Historical Power Report of the selected date range. The file format of the Power

Report is “*.xls”.

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Figure 9-8 Power Report for Power Meter

9.3.2

Power Report for Power Meter Group

Select the specified power meter group in the “Power Report” page; then the IoTstar will show the “Power Report” information for the corresponding historical power data of the power meter group. 5 options of Timeline setting are provided: “Day”,

“Week”, “Month”, “Quarter” and “Year” (at the left upper of Table). Setup the

Timeline setting and then specify the start day of the Timeline from the “Date” filed; then the corresponding historical power report of the power meter group will be displayed. User can click on the “Download Report” button to download the

Historical Power Report of the selected date range. The file format of the Power

Report is “*.xls”.

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Figure 9-9 Power Report for Power Meter Group

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10 Grouping Setting

The Grouping Setting allows user to create groups that contain the I/O Channels of

I/O modules or the Loops of Power Meters for easy group classification. These pre-set groups can be inquired in “Real-Time Data Display” page and “Historical Data

Analysis” page for data display. It includes 2 options: “I/O Channel” and “Power

Meter Loop”. More detailed information for each option will be given in the following section.

10.1

I/O Channel

Click on the “I/O Channel” button on the “Grouping Setting” section of IoTstar

Webpage; the list of I/O Channel Group will be shown in the Data Review/System

Setting area. The I/O Channel grouping function allows user to create groups that contain the I/O Channels of I/O modules for easy group classification. These pre-set groups can be inquired in “Real-Time Data Display” page and “Historical Data

Analysis” page for data display. The I/O Channel group setting page is shown as below:

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Figure 10-1 Grouping Setting for I/O Channel

Click the button or button; enter the group name in the

“Group Name” field, then click “OK” to create a new I/O Channel group.

Figure 10-2 Create I/O Channel Group

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After creating a new I/O Channel group, please click the button in the Data

Review/System Setting section on the IoTstar Webpage; and specify the desired I/O

Channel of the I/O module to add to the group. After completing the setting, click

“OK” button to save the setting.

Figure 10-3 Add I/O Channel to Group

If required, user can click the button to edit the name of the I/O Channel group. Or click the button to remove the I/O Channel group setting.

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Click on a I/O Channel group on the I/O Channel group list, all I/O Channels of the

I/O Modules that are included in the group will be displayed in the Data

Review/System Setting section. If required, the user can also specify the I/O

Channel(s), and click the from the group. Click the

button to remove the I/O Channel(s)

button to cancel the remove operation.

Figure 10-4 List of the I/O Channel

Figure 10-5 Remove I/O Channel from the I/O Channel Group

10.2

Power Meter Loop

Click on the “Power Meter Loop” button on the “Grouping Setting” section of IoTstar

Webpage; the list of Power Meter Loop Group will be shown in the Data

Review/System Setting area. The Power Meter Loop grouping function allows user to create groups that contain specific loops of power meters for easy group classification.

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These pre-set groups can be inquired in “Real-Time Data Display” page and

“Historical Data Analysis” page for data display. The power meter group setting page is shown as below:

Figure 10-6 Grouping Setting for Power Meter Loop

Click the button or button; enter the group name in the

“Group Name” field, then click “OK” to create a new I/O Channel group.

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Figure 10-7 Create Power Meter Loop Group

After creating a new power meter group, please click the button in the Data

Review/System Setting section on the IoTstar Webpage; and specify the desired Loop of the power meter to add to the group. After completing the setting, click “OK” button to save the setting.

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Figure 10-8 Add Loop into the Power Meter Loop Group

If required, the user can click the button to edit the name of the power meter group. Or click the button to delete the power meter group setting.

Click on a power meter group on the power meter group list, all Loops of the power meters that are included in the group will be displayed in the Data Review/System

Setting section. If required, the user can also specify the Loop(s), and click the

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button to remove the Loop(s) from the group. Click the button to cancel the remove operation.

Figure 10-9 List of the Power Meter Loop Group

Figure 10-10 Remove Loop from the Power Meter Loop Group

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11 System Information & Setting

System Setting is used for the system information display and parameters setting. It includes 4 options: “Account Maintenance”, “Database & Event Setting”, “Event

List” and “Database Table List”. More detailed information for each option will be given in the following section.

11.1

Account Maintenance

Click on the “Account Maintenance” button on the “System Information & Setting” section on the IoTstar Webpage; the Account Maintenance Setting page will be displayed as below:

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Figure 11-1 Account Maintenance Setting Page

The Account Maintenance Setting page includes 3 options: “Password modification”,

“Information modification”, and “Device Share”.

Password modification

Password modification allows user to change the password that is required when login

IoTstar. The Password modification setting steps are as follow:

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Figure 11-2 Password Modification Page

I.

Enter current password in the “current password” field.

II.

In the “New password” and “Retype New password” fields, enter the new password.

III.

Click “Submit” button to save the new password setting.

After completing the password modification, the user can use the new password to login IoTstar next time.

Information modification

Information modification allows to change the personal information of the current login account. After user entering the Information modification page, IoTstar will read and display personal information of the current login account. The Information modification setting steps are as follow:

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Figure 11-3 Information Modification Page

I.

Enter the new Nickname in the “Nickname” field.

II.

In the “Email” field, enter the new Email address of the user account. Please

Note: If the email address is changed, an email will be sent to the NEW email address with a link for verification, please click the link to complete the modification of the Email address.

III.

Enter the new Company name in the “Company” field.

IV.

Select the new Country/Region in the “Country/Region” field.

V.

Click “Submit” button to save the new personal information setting.

Device Share

“Device Share” allows the current login user account to share the I/O channel data or

Power data of the WISE / PMC / PMD controllers that he has the authority for maintenance/monitoring to others IoTstar user account. The account shared is only authorized to inquire the I/O channel data or Power data that the controller collected.

Enter the Username of the account which you want to share information in the

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“Username” field; click the “Add” button to add the account shared, then all accounts in the “Account Shared List” of the “Device Share” section are authorized to inquire the I/O channel data or Power data that the controller collected. Click the “Remove” button next to the account shared to stop the sharing.

11.2

Database & Event Setting

Click on the “Database & Event Setting” button on the “System Information &

Setting” section on the IoTstar Webpage; the Database & Event Setting page be displayed as below.

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Figure 11-4 Database & Event Setting Page

The Database & Event Setting page includes 3 options: “Event Notification Setting”,

“Import Data into the Database”, and “Clear Data in the Database”.

Event Notification Setting

“Event Notification” Setting allows IoTstar to actively send the Event Notification

Email to the user. Check the Event to receive the corresponding Notification Email, and then click “Save” button to save the setting.

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Currently IoTstar provide the Event notification options as follow:

Insufficient database space: IoTstar provides the following Event Notification

Email sending for the status of “insufficient database space”.

IoTstar will send a Notification Email to the user in advance when the usage of the database of the user account has reached 90% of the maximum size of database which be allocated to the user account.

When IoTstar wants to import I/O data into the user account's database, but the operation is failed. IoTstar will send a Notification Email to the user, and the error message will also be recorded in “Event List” section.

Change of the module settings: If an I/O module or Power Meter connected to the WISE / PMC / PMD is removed, the IoTstar will actively send an Event

Notification Email to the user.

Failed login attempt over 10 times: If your IoTstar account has been encountered the failed login attempt over 10 times, IoTstar will actively send an Event Notification

Email to the user.

The device is offline: If a WISE / PMC / PMD controller connected to IoTstar is in offline status, then IoTstar will actively send an Event Notification Email to the user.

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Import Data into the Database

“Import Data into the Database” setting allows user to setup whether or not to import the historical data or real-time data (I/O Module or Power data) of the WISE / PMC /

PMD controllers into the database. Check the “Real-Time data” or “Historical data”, and click the “Save” button to enable the function to import the I/O module data and power meter data into the database. Uncheck the “Real-Time data” and “Historical data”, and click the “Save” button to disable the function and IoTstar will stop to import the I/O module data and power meter data into the Database.

Clear the Data in the Database

“Clear the Data in the Database” setting will remove all I/O module data and power meter data of the WISE / PMC / PMD stored in the database. This operation cannot be recovered after the command is executed. If the user want to enable this function, please enter the password of the user account, then click the “Clear” button to clear all data in the database.

After executing the “Clear the Data in the Database” command, the content of the database will be cleared. If the controller is in online status and the “Import to the

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Database” function is enabled at that time, the IoTstar will still keep on receiving the new I/O module data and power meter data of the controller, and import them into the

Database. If the controller is in offline status, the IoTstar will stop the data import operation.

11.3

Event List

Click on the “Event List” button on the “System Information & Setting” section of

IoTstar Webpage; the list of system event information will be displayed as below. In the Event List, the event with Red background color is serious event need to react immediately. The event with Yellow background color is warning event and the event with White background color is general event.

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Figure 11-5 Event List Page

User can click the “Export” button on the right lower of “Event List” area to export the Event List logger file ( *.CSV file format).

In the “Event List” area, the unread event will be shown in Bold character. The total number of unread events will be shown on the Event List button as below.

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11.4

Database Table List

Click on the “Database Table List” button on the “System Information & Setting” section of IoTstar Webpage; the list of I/O module and power meter connected to

WISE / PMC / PMD, and their corresponding Database Table for the I/O module and power meter will be displayed. The “Database Table List” is as below:

Figure 11-6 Database Table List Page

The “Database Table List” includes 2 options: “Device List” and “Module List”.

Device List

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The “Device List” section will list all WISE / PMC / PMD controllers that the user is authorized for maintenance/monitoring as well as the WISE / PMC / PMD controllers shared from other account. User can directly remove the WISE / PMC / PMD controllers (which he has the authority for maintenance/monitoring) by clicking the

button next to the controller's name. This action will remove all information of the removed controller.

After removing the controller from the “Device List” successfully, the corresponding

Database Table and data of the I/O module and power meter of the controller will all be removed. If the controller is in online status and “Import to the Database” function is enabled at that time, the IoTstar will create the new Database Table later, but will still keep on receiving the new I/O module data and power meter data of the controller, and import them into the Database. If the controller is in offline status, the IoTstar will not create the new Database Table, and stop the data import operation.

If the icon is shown next to the device (controller's) name, it means some I/O module or power meter connected to the controller has been removed, the content of the corresponding Database Table for the removed module will not be updated

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In addition, IoTstar also provides the “Clear Database” and “Copy Data Table” operations for the database. Users can click the “Copy Data Table” button and

“Clear Database”

button on the right side of the IoTstar user account for the corresponding operation.

 “Clear Database”

operation

After click the “Clear Database” button and select the time range of the data to be removed from the database. IoTstar will then launch the data remove operation for all

WISE / PMC / PMD controllers that the user account is authorized for maintenance.

This function will help IoTstar to delete the old data from the database to release space; so that when new data is imported into the database, it will not fail due to insufficient database space.

Please Note:

1. The “Clear Database” function will not remove the data of the WISE / PMC / PMD controllers shared from other user account.

2. The options of time range provided by the “Clear Database” function are “1 month

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 “Copy Data Table” operation

The Database Table the IoTstar create for the historical I/O data and power data is based on the unit of the I/O modules and power meters connected to WISE / PMC /

PMD. So each I/O module and power meter connected to WISE / PMC / PMD has the corresponding Database Table. The name of the Database Table of the historical data is in the format of “uid_SerialNumber_ModuleUID”. The “SerialNumber” is a unique number for each WISE / PMC / PMD controller. The “ ModuleUID” is the information for I/O module (or power meter) connected to WISE / PMC / PMD.

Therefore, if the system requires to replace the old controller with a new one, and the contents of the database table of the I/O module (or power meter) connected to the old controller need to be copied to the database table of the I/O module (or power meter) connected to the new controller, please click the “Copy Database” button, then the system will displays the “Copy Data Table” interface as below. After complete the settings of “Source data table” and “Destination data table” and clicking the “Copy” button, the system will copy the contents of the database table to ensure the integrity of the database table content of the I/O modules (or power meters) connected to the new controller.

Please Note: In the “Copy Data Table” interface, the model of the I/O module (or power meter) corresponding to the “Source data table” and the model of the I/O module (or power meter) corresponding to the “Destination data table” must be the same.

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Module List

Click on the name of the controller in the “Device List” section, the system will show all modules connected to the controller and their corresponding Database Tables in the

“Module List” section. It helps user to find the module's corresponding Database

Table in an easy way. User can click the “Clear” button to clear the content of

Database Table, or “Remove” button to remove the Database Table directly.

After clicking the “Clear” button in the “Action” field, the content of Database Table will be cleared directly. If the controller is in online status and “Import to the

Database” function is enabled at that time, the IoTstar will still keep on receiving the

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If the icon is shown next to the module's name, it means the module has been removed from the controller, and the corresponding Database Table of the module will not be updated continuously. User can click the “Remove” button in the “Action” field to remove the Database Table and the content of the Database Table of the module.

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Appendix I WISE Connection setting for IoTstar

Please follow the steps below to complete the WISE's setting for the Network connection with the IoTstar.

I.

Launch a Browser to open WISE's Web page. Login into the WISE and enter the

System Setting Page.

II.

Make sure the firmware version of the WISE is V1.5.1 or later version . If the

WISE does not install with the right firmware version, please update the firmware before taking the next step.

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III.

Click the “System Setting” button on the System function toolbar; then click the

“Network Setting” button on the Sub-function area to enter the Network Setting Page.

IV.

Visit “IoTstar Connection Setting” section, and click “Enable” of the “Function

Status” to enable the network connection to the ICP DAS IoTstar.

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V.

Select “User-defined IP address” and in the “Server Address” field, input the IP address or Domain Name of the PC or Platform (with IoTstar installed). Enter the login username and password in the “Username” and “Password” fields. WISE will login to the IoTstar by the information provided.

Please Note

The “

“ is currently disabled and the function is reserved. Please do not click on this option.

VI.

After all settings are completed, click “Save” button to save the changes. This

WISE will connect to the IoTstar immediately. The users can review the current connection status between WISE and IoTstar through the information displayed in the

“Connection Status” field.

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VII.

If the “Connection status” field shows the “Connected” message, it means the connection between the WISE controller and IoTstar is in normal status. The authorized users now can login to the IoTstar (with the username and password set in

“Step V”) to perform remote monitoring and maintenance of the WISE.

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Appendix II Enable “Data Upload Operation” from WISE to

IoTstar

IoTstar can receive the historical I/O data and real-time I/O data uploaded by WISE, and import these data into the database it created. Please refer to the following steps to complete the setting for the I/O data upload and database import operations of WISE and IoTstar.

Setting of WISE

IoTstar Historical Data Sending Setting

I.

Launch a Browser to open WISE's Web page. Login into the WISE and enter the

System Setting Page.

II.

Refer to the instructions in Appendix I to confirm the connection status between

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WISE and IoTstar is in normal status.

III.

Click on “IoT Platform Setting” at the top of the WISE web page, and then click the “Historical Data Sending Setting” button under the “IoTstar Setting” section on the left to enter the “Historical Data Sending Setting” page.

IV.

To enable the WISE's Historical I/O data upload operation; check “Enable” to enable the Historical I/O data files upload function.

Note: Please enable the WISE's Data Logger function first. About the setting of

WISE's Data Logger function, please refer to the “7.1 I/O Module Data Logger

Setting” section of WISE-523x/WISE-224x User Manual.

V.

After all settings are completed, click “Save” button to save the setting, and then click the “Save” button on the right upper of WISE Web page to save all parameter settings to WISE, then WISE will enable the corresponding mechanisms, and send I/O channel data to the IoTstar.

Real-Time Data Sending Setting

I.

Launch a Browser to open WISE's Web page. Login into the WISE and enter the

System Setting Page.

II.

Refer to the instructions in Appendix I to confirm the connection status between

WISE and IoTstar is in normal status.

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III.

Click on “IoT Platform Setting” at the top of the WISE web page, and then click the “Real-Time Data Sending Setting” button under the “IoTstar Setting” section on the left to enter the “Real-Time Data Sending Setting” page.

IV.

In the “Function Status” field, check “Enable” to enable the Real-Time I/O data upload function.

V.

In the “Add Channel” section, select the “Interface”, “Module” and “Channel” from the dropdown list and click “Insert” to add the I/O channel into the “Channel

List” section. User can select “All” in “Channel” field to insert all I/O channels of the module at once.

VI.

WISE will actively send the Real-Time I/O channel data which is located in the

“Channel List” section to IoTstar. User can modify the database field name of the I/O channel data in the “*Name” field. To remove a pre-set I/O channel, please click the radio button in front of the pre-set I/O channel and then click “Remove” button.

Please Note:

1. The name inputted in the “*Name” field must be a unique name.

2. The name set in the “*Name” field will be saved in the “Name” field of the

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Real-Time Database Table that WISE creates (Please refer to Appendix VI). These

names can be used later for further query operations of the Database.

VII.

After all settings are completed, click “Save” button to save the setting, and then click the “Save” button on the right upper of WISE Web page to save all parameter settings to WISE, then WISE will enable the corresponding mechanisms, and send I/O channel data to the IoTstar.

Setting of IoTstar

I.

Launch a Browser to open IoTstar's Web page. Login into the IoTstar and enter the IoTstar home page.

II.

Click on the “Database & Event Setting” button on the “System Information &

Setting” section; the “Database & Event Setting” page will be displayed as below.

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III.

Check the “Real-Time data” or “Historical data”, and click the “Save” button to enable the functions to import the I/O data into the database.

IV.

After the functions are enabled, the IoTstar will start to receive the Historical I/O data log files or Real-time I/O data that are uploaded from WISE, and will import them into the Database. Uncheck the “Real-Time data” or “Historical data”, and click the “Save” button will disable the functions and IoTstar will stop to import the I/O data into Database.

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Appendix III PMC / PMD Connection setting for IoTstar

Please follow the steps below to complete the PMC / PMD's setting for the Network connection with the IoTstar.

I.

Launch a Browser to open PMC / PMD's Web page. Login into the PMC / PMD and enter the System Setting Page.

II.

Make sure the firmware version of the PMC / PMD is V3.4.7 or later version . If the PMC / PMD does not install with the right firmware version, please update the firmware before taking the next step.

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III.

Click the “System Setting” button on the System function toolbar; then click the

“Network Setting” button on the Sub-function area to enter the Network Setting Page.

IV.

Visit “IoTstar Connection Setting” section, and click “Enable” of the “Function

Status” to enable the network connection to the ICP DAS IoTstar.

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V.

Select “User-defined IP address” and in the “Server Address” field, input the IP address or Domain Name of the PC or Platform (with IoTstar installed). Enter the username and password of the account applied from the user's IoTstar in the

“Username” and “Password” fields. PMC / PMD will login into the IoTstar by the information provided.

Please Note

The “ function is reserved. Please do not click on this option.

“ is currently disabled and the

VI.

After all settings are completed, click “Save” button to save the changes. This

PMC / PMD will connect to the IoTstar immediately. The users can review the current connection status between PMC / PMD and IoTstar through the information displayed in the “Connection Status” field.

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VII.

If the “Connection status” field shows the “Connected” message, it means the connection between the PMC / PMD and IoTstar is in normal status. The authorized users now can login into the IoTstar (with the username and password set in “Step V”) to perform remote monitoring and maintenance of the PMC / PMD.

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Appendix IV Enable “Data Upload Operation” from PMC / PMD to IoTstar

IoTstar can receive the history power data (and I/O data) and real-time power data

(and I/O data) uploaded by PMC / PMD, and import these data into the database it created. Please refer to the following steps to complete the setting for the power meter

(and I/O module) data upload and database import operations of PMC / PMD and

IoTstar.

Setting of PMC / PMD

Historical Data Sending Setting

I.

Launch a Browser to open PMC / PMD's Web page. Login into the PMC / PMD and enter the System Setting Page.

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II.

Refer to the instructions in Appendix III to confirm the connection status

between PMC / PMD and IoTstar is in normal status.

III.

Click on “IoT Platform Setting” at the top of the PMC / PMD web page, and then click the “Historical Data Sending Setting” button under the “IoTstar Setting” section on the left to enter the “Historical Data Sending Setting” page.

IV.

To enable the PMC / PMD's Historical data upload operation; check “Enable” to enable the data file upload function and select the type of data log file you would like to upload.

V.

Please enable the PMC / PMD's Data Logger function first. About the setting of

PMC / PMD's Data Logger function, please refer to the “8.1 Data Logger Setting” section of PMC-523x/PMC-224x/PMD User Manual.

VI.

After all settings are completed, click “Save” button to save the setting, and then click the “Save” button on the right upper of PMC / PMD Web page to save all parameter settings to PMC / PMD, then PMC / PMD will enable the corresponding mechanisms, and send I/O channel data to the IoTstar.

Real-Time Data Sending Setting

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I.

Launch a Browser to open PMC / PMD's Web page. Login into the PMC / PMD and enter the System Setting Page.

II.

Refer to the instructions in Appendix III to confirm the connection status

between PMC / PMD and IoTstar is in normal status.

III.

Click on “IoT Platform Setting” at the top of the PMC / PMD web page, and then click the “Real-Time Data Sending Setting” button under the “IoTstar Setting” section on the left to enter the “Real-Time Data Sending Setting” page.

IV.

In the “Function Status” field, check “Enable” to enable the PMC / PMD's

Real-Time power data and I/O data upload operation.

V.

In the “Add Channel” section, select the “Interface”, “Module” and “Channel” from the dropdown list and click “Insert” to add the power meter loop or I/O channel into the “Channel List” section. User can select “All” in “Channel” field to insert all power meter loops and I/O channels of the power meter or I/O module at once.

VI.

PMC / PMD will actively send the Real-Time power data and I/O data which is located in the “Channel List” section to IoTstar. User can modify the database field name of the power data (or I/O channel data) in the “*Name” field. To remove a pre-set power meter loop or I/O channel, please click the radio button in front of the

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Please Note:

1. The name inputted in the “*Name” field must be a unique name..

2. The name set in the “*Name” field will be saved in the “Name” field of the

Real-Time Database Table that IoTstar creates for the PMC / PMD (Please refer to

Appendix VI). These names can be used later for further query operations of the

Database.

VII.

After all settings are completed, click “Save” button to save the setting, and then click the “Save” button on the right upper of PMC / PMD Web page to save all parameter settings to PMC / PMD, then PMC / PMD will enable the corresponding mechanisms, and send I/O channel data to the IoTstar.

Setting of IoTstar

I.

Launch a Browser to open IoTstar's Web page. Login into the IoTstar and enter the IoTstar home page.

II.

Click on the “Database & Event Setting” button on the “System Information &

Setting” section; the “Database & Event Setting” page will be displayed as below.

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III.

Check the “Real-Time data” or “Historical data”, and click the “Save” button to enable the functions to import the data into the database.

IV.

After the functions are enabled, the IoTstar will start to receive the historical data or Real-time data that are uploaded from PMC / PMD, and will import them into the

Database. Uncheck the “Real-Time data” or “Historical data”, and click the “Save” button will disable the functions and IoTstar will stop to import the data into Database.

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Appendix V Database format for the Historical Data

After both the historical I/O data and power data upload function of WISE / PMC /

PMD and the database import function of IoTstar are enabled, the IoTstar will start to receive the historical I/O data and power data log files uploaded by WISE / PMC /

PMD and import the content of the data files into the Database. The frequency of the upload operation of the historical I/O data and power data log files from WISE / PMC

/ PMD to IoTstar is per 5 minutes . The user can disable the database import function to stop the database import operation of the historical data.

The Database Table the IoTstar create for the historical I/O data and power data is based on the unit of the I/O modules and power meters connected to WISE / PMC /

PMD . So each I/O module and power meter connected to WISE / PMC / PMD has a corresponding Database Table. The format of the Database Table of the historical data is as follow:

The format of historical I/O data in Database

To show the Database Table corresponding to the I/O module (or power meter) connected to WISE / PMC / PMD, please click on the “Database Table List” button on the “System Information & Setting” section of IoTstar Webpage; the list of I/O modules (or power meters) connected to WISE / PMC / PMD and the name of the corresponding Database Table of the I/O module (or power meters) will then be displayed. The name of the Database Table of the historical data is in the format of

“uid_SerialNumber_ModuleUID”. The “SerialNumber” is a unique number for each

WISE / PMC / PMD controller. The “ ModuleUID” is a information for I/O module

(or power meter) connected to WISE / PMC / PMD. Please refer to the following as an example:

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The fields of the Database Table are arranged in the order of “DateTime (Data recording time), I/O Channel (listed by type: DI, DO, AI, AO)”. Please refer to the following as an example. The total number of the fields in the Database Table will be different depending on the type of I/O module. For the data type corresponding to the

I/O module channel, please refer to the following:

The data type of DIx

(DI channel),

DOx

(DO channel),

CIx

(Discrete input) and

COx

(Coil output)

is “bit”.

The data type of AIx

(AI channel),

AOx

(AO channel),

RIx

(Input Register),

ROx

(Holding Register) and

IRx

(Internal Register)

is “real”

The data type of DICx

(DI channel Counter) and

DOCx

(DO channel Counter)

is

“bigint”

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Following is an example of the historical Database Table of the I/O module.

The format of historical power data in Database

To show the Database Table corresponding to the power meter connected to

PMC / PMD, please click on the “Database Table List” button on the “System

Information & Setting” section of IoTstar Webpage; the list of power meter connected to PMC / PMD and the name of the corresponding Database Table of the power meter will then be displayed. Please refer following as an example:

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The fields of the Database Table are arranged in the order of “DateTime (Data recording time), Loop, Phase, Power Data”. Please refer to the following as an example. The total number of the fields in the Database Table will be different depending on the type of power meter.

Please Note:

1. The fields of “Power Data” in the Database Table include the items as V, I, KW,

KVAR, KVA, PF, KWH, KVARH, KVAH, TotalKWH, Demand and DeltaTotalKWH.

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The data type is “real”.

2. The setting of “Loop” and “Phase” fields for the Single-Phase power meter are as below. The data type is “tinyint”.

Phase=1;

Loop=1(Loop1)

2(Loop2)

3(Loop3)or 4(Loop4);

3. The setting of “Loop” and “Phase” fields for the Three-Phase power meter are as below. The data type is “tinyint”.

Phase=1(Phase A)

2(Phase B)

3(Phase C) or 4(Total/Average);

Loop=1;

Following is an example of the Database Table of the Single-Phase power meter.

Following is an example of the Database Table of the Three-Phase power meter.

Work with SQL command

User now can use the SQL command to get the historical I/O data (or power data) from the Database Table. Following is an example for the data retrieve from the

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In this case, the WISE controller login into IoTstar with the account “alan_jhu”; user can use Microsoft SQL Server Management Studio to open the corresponding

Database of the “alan_jhu” account; find the “uid_01f42a06180000b0_bf4q”

Database Table (“uid_01f42a06180000b0_bf4q” is the name of the Database Table of the ESR-1 module; the user can find it in the “Database Table List” page of IoTstar), then use the SQL command to query the historical I/O channel data from the Database

Table.

SELECT * FROM [alan_jhu].[dbo].[uid_01f42a06180000b0_bf4q]

(The above is used to query all historical I/O channel data from the Database Table of

ESR-1.)

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User can query the historical I/O data for a period of time from the Database Table. It only need to add a WHERE condition to the SELECT command as below.

SELECT * FROM [alan_jhu].[dbo].[uid_01f42a06180000b0_bf4q] WHERE

DateTime >= '2018-10-23 17:10:00' AND DateTime < '2018-10-23 17:15:00'

(The above is used to query the historical I/O channel data during the time period of

“2018-10-23 17:10:00 ~ 2018-10-23 17:15:00” from the Database Table of ESR-1.)

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Appendix VI Database format for the Real-Time Data

After both the real-time I/O data and power data upload function of WISE / PMC /

PMD and the database import function of IoTstar are enabled, the IoTstar will start to receive the real-time I/O data and power data uploaded by WISE / PMC / PMD and import them into the Database. For the real-time I/O data and power data, the database will only keep the latest values of the corresponding channel. The user can disable the database import function to stop the database import operation.

The Real-Time Database Table the IoTstar create is based on the unit of WISE / PMC

/ PMD controller . So each WISE / PMC / PMD has a corresponding Database Table for the storage of real-time I/O channel data and power data. Based on the setting of

“Appendix II” and “Appendix IV”, IoTstar will receive the real-time data of the

selected I/O channel or Power meter loop/phase from WISE / PMC / PMD, and import them into the Database. The total amount of I/O channels and Power meter loop/phase to be included in each WISE / PMC / PMD's Real-Time Database Table can be up to 1000 . The format of the Real-Time Database Table is as follow:

The format of Real-Time Data in Database

Each WISE / PMC / PMD controller has a corresponding Database Table for the storage of the real-time I/O data and power data. The name of this Database Table is in the format of “uid_ SerialNumber _realtime”. The “ SerialNumber

” is a unique number for each WISE / PMC / PMD controller. User can find the “ SerialNumber

” of the corresponding WISE / PMC / PMD controller through the “Remote Maintain

Devices” page of IoTstar as below:

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There are 7 fields in the Real-Time Database Table as below. The I/O channels

(or Power meter loop/phase) included in the Database Table are based on the channels listed on the “Channel List” section of the WISE / PMC / PMD's “IoT Platform

Setting -> IoTstar Setting -> Real-Time Data Sending Setting” page which user define

previously (please refer to “Appendix II” and ”Appendix IV”). It is arranged from top

to bottom, and can store up to 1000 I/O channels (or Power meter loop/phase) data.

Name

Name

Data type Description

The setting of “Name” field in the “Channel varchar

List” section of the WISE / PMC / PMD's

“IoTstar Real-Time Data Sending Setting” page which user define previously for the I/O module channel (or meter power loop/phase).

The real-time value of the I/O channel (or

Value real meter power loop/phase). “NULL” mean the

I/O module (or power meter) which the I/O channel (or meter power loop/phase) belongs is in offline status with controller.

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DateTime

ModuleUID

Channel

Loop

Phase datetime

The time information of the real-time value of the I/O channel (or meter power loop/phase) be logged.

It is the information of the I/O module (or varchar varchar power meter) which the I/O channel (or meter power loop/phase) belongs. User can obtain the corresponding name of the historical I/O module (or power meter) Database table through the combination of

“uid_SerialNumber_ModuleUID”

. (The

“SerialNumber” is a unique number for each

WISE / PMC / PMD controller).

The column name of the I/ O channel (or meter power loop/phase) in the historical I/O module (or power meter) Database table. tinyint tinyint

If this data is the power data, it mean the loop information of the power meter which the power data belongs.

If this data is the I/O channel data, it will show “NULL”.

If this data is the power data, it mean the phase information of the power meter which the power data belongs.

Three Phase Power Meter:

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1 -> A; 2 ->B; 3->C; 4 ->Total/Average

Single Phase Power Meter:1

If this data is the I/O channel data, it will show “NULL”.

Following is an example of the Real-Time Database Table with I/O channel data.

Following is an example of the Real-Time Database Table with Power Data.

Work with SQL command to get real-time I/O data and power data

User now can use the SQL command to get the data from the Real-Time Database

Table. Following is an example to get real-time I/O data and power data from the

Real-Time Database Table.

In this case, the WISE controller login into the IoTstar with the account “alan_jhu”; user can use Microsoft SQL Server Management Studio to open the corresponding

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Database of the “alan_jhu” account, find the “uid_01f42a06180000b0_realtime”

Database Table for the real-time I/O channel data of the WISE controller

(“01f42a06180000b0” is the Serial Number of the WISE), then use the SQL command as below to query all real-time I/O channel data from the Database Table.

SELECT TOP (1000) [Name], [Value], [DateTime] FROM

[alan_jhu].[dbo].[uid_01f42a06180000b0_realtime]

Work with SQL command to assign the value of the I/O module's DO/AO

Channel

User also can use the SQL command to assign the value of I/O module's DO/AO channel by the Real-Time Database Table. Please refer to the following as an example:

In this case, user use Microsoft SQL Server Management Studio to open the Database

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“alan_jhu” account, find the

“uid_01f42a06180000b0_realtime” Database Table for the real-time I/O channel data of the WISE controller (“01f42a06180000b0” is the Serial Number of the WISE), search the DO channel named as “LAN-N1-CO0”, then use the SQL command as below to set the value of the “LAN-N1-CO0” channel to OFF.

UPDATE [alan_jhu].[dbo].[uid_01f42a06180000b0_realtime] SET Value = 0

WHERE Name = 'LAN-N1-CO0'

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Appendix VII Database format for the Status of WISE / PMC /

PMD Controller

Users can query the status of the WISE / PMC / PMD controller through the Database

Table created by IoTstar, then the back-end management system can get the information for the displaying of status. The format of the Database Table of the

WISE / PMC / PMD controller's status is as follow:

Name Data type Description

It is the “Serial Number” of the WISE / PMC /

PMD controller. User can find the WISE / PMC /

UID varchar PMD controller with the corresponding “Serial

Number” through the “Remote Maintain Devices” page of IoTstar.

ModelName varchar It is the Model name of the controller.

NickName nvarchar It is the Nickname of the controller.

It indicates the connection status between the WISE

Online bit / PMC / PMD controller and IoTstar. The data type is “bit” (“0” -> Offline; “1” -> Online;).

Signal int

If the WISE / PMC / PMD controller supports the

Mobile Network. This field will be used to indicates the Mobile Signal strength of the WISE /

PMC / PMD controller. The unit is dBm. This value

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In this case, the WISE / PMC / PMD controllers login into the IoTstar with the account “alan_jhu”; user can use Microsoft SQL Server Management Studio to open the corresponding Database of the “alan_jhu” account, find the “

device

” Database

Table. This Database Table contains the fields to record the related information of the

WISE / PMC / PMD controllers which login into the IoTstar with the “alan_jhu” account.

Now user can use the SQL command as below to query the connection status of all controllers from the Database Table.

SELECT TOP (1000) [UID], [ModelName], [NickName], [Online] FROM

[alan_jhu].[dbo].[device]

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Appendix VIII Database format for the Status of the I/O

Module(Power Meter)

Users can query the status of the I/O modules (and Power meters) which WISE / PMC

/ PMD connect through the Database Table created by IoTstar, then the back-end management system can get the information for the displaying of status. The format of the Database Table of the I/O module's status (and Power meters) is as follow:

Name

UID

Data type

varchar

Description

It is the “Serial Number” of the I/O module (or

Power meter). This value is assigned by IoTstar.

It is the “Serial Number” of the WISE / PMC /

DeviceUID varchar PMD controller which the I/O module (or Power meter) connect.

Interface

Number

Manufacturer varchar

ModelName varchar tinyint varchar

It is the interface of the WISE / PMC / PMD controller which is used to connect with the I/O module (or Power meter).

It is the number of the I/O module (or Power meter).

If the module is a Power meter, this field indicates the manufacturer of the meter.

It is the Model name of the I/O module (or Power meter).

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Nickname nvarchar

It is the Nickname of the I/O module (or Power meter).

Type

Removed

Loop

Phase tinyint bit tinyint tinyint

It indicates the type of the module. “0” is for I/O module, “1” is for Power meter and “2” is for

Internal Register.

It indicates the I/O module (or Power meter) has been removed from the WISE / PMC / PMD controller, or not. (“0” indicates the module has not been removed; “1” indicates the module has been removed.)

If the module is a Power meter, this field indicates the number of Loop.

If the module is a Power meter, this field indicates the Phase of the Power meter. (“1” is for Single

Phase; “3” is for Three Phase;)

If the module is an I/O module, all the I/O channel

Channel

Online varchar bit types the module support will be displayed in the field.

It indicates the connection status between the I/O module (or Power meter) and the WISE/PMC/

PMD controller (“0” -> Offline; “1” -> Online;).

This value is updated once every 30 seconds.

In this case, the WISE / PMC / PMD controllers login into the IoTstar with the

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module

Database Table. This Database Table contains the fields to record the related information

This Database Table contains the fields to record the related information of the I/O modules (or Power meters) connect with the WISE / PMC / PMD controllers which login into the IoTstar with the “alan_jhu” account.

Now user can use the SQL command as below to query the connection status between the I/O modules and WISE / PMC / PMD controllers.

FROM SELECT [UID],[ModelName],[Nickname],[Online]

[alan_jhu3].[dbo].[module]

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