Operator Workstation User`s Manual: Getting Started

Operator Workstation User`s Manual: Getting Started
Operator Workstation User’s Manual
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Chapter 1
Getting Started
Introduction
This chapter explains Metasys Operator Workstation (OWS)
concepts and how to log on and log off the OWS. This describes how
to:
•
log on an OWS
•
log off an OWS
Note:
This section assumes the Metasys Building Automation
System (BAS) is installed and running. For information on
installing and commissioning Metasys software, refer to the
Operator Workstation Technical Bulletin (LIT-636013).
© November 1, 2001 Johnson Controls, Inc.
Code No. LIT-120165
www.johnsoncontrols.com
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Operator Workstation User’s Manual
Key Concepts
OWS Overview
The OWS is a graphics-based interface that provides advanced facility
management capabilities. The OWS gathers information from the
network and consolidates it into facility-wide reports and summaries.
Summaries
The OWS displays a variety of summaries. Each type of summary
focuses on a specific aspect of the facility. For example, an Override
summary lists objects in software or hardware override. A Critical
summary lists all alarms and changes-of-state defined as Critical report
types. Operators can schedule when summaries are printed.
Database Generation
The OWS archives data. For example, alarm histories, trend data, and
totalized values can be uploaded from the Network Control Modules
(NCMs) and stored in files at the workstation. Operators can view or
print the archived data from the workstation.
The OWS can create the initial database for a facility and edit an
existing database to accommodate additions or changes. Operators can
also use the OWS to download the databases into the NCMs.
Network Control Programs
Use the workstation to download the control processes that control the
operation of the facility. Create the processes on any Personal
Computer (PC) with Graphic Programming Language (GPL) or
JC-BASIC, then use the OWS to download them into the NCMs.
The workstation can connect to a network over the N1 Local Area
Network (LAN), or it can be connected to an NCM through a
dedicated serial port.
With a modem and phone line, operators can use one workstation to
control more than one remote network or control one network with
more than one workstation. These multiple workstations can act with
the same level of functionality, allowing for decentralized control
while retaining complete integration of information.
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Objects
An object generally corresponds to an actual field point or control
process in the facility. For example, an object called RET-FAN might
correspond to a relay contact wired to a return air fan, control
processes (Proportional plus Integral plus Derivative [PID] loops or
routines created in GPL) and hardware such as the workstation itself, a
lighting controller, an NCM, or a printer.
The OWS allows operators to display detailed online information
about all the objects in a facility. Operators can monitor the current
value and status of objects and display point history, trend, and
totalization data. Operators can also command an object from any
window displaying the object and schedule commands to take place at
specific times.
Attributes
Each object has a number of attributes that characterize it. For
example, an object’s name, current value, and high alarm limits are all
attributes. Some attributes are assigned values when the object is
originally defined. For example, the object name is assigned in the
object’s Definition window. Other attributes reflect the realtime status
of the object. For example, the current value of the object is dynamic
data and changes according to field conditions and control processes.
View and modify attributes in Object Focus windows.
Systems
Objects are grouped together in systems. For example, all the hardware
and software objects related to the operation of one air handling unit
might comprise system AHU1.
To uniquely identify an object, the OWS uses both its system name
and object name. For example, AHU1\RET-FAN is the system\object
name of an object corresponding to a particular return air fan in the
AHU1 system. The entire Metasys system knows whether this fan is
On or Off because the continuously updating databases contain records
of current values and states for all objects. These records are kept
according to the object’s system\object name.
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Operator Workstation User’s Manual
PC Groups
The PC group level of organization allows operators to group related
systems. For example, operators might want to group all systems from
one side of a facility in a PC group called WESTWING. A PC group
can contain systems or other PC groups. PC groups can be up to
three levels deep.
The PC group level is for the convenience of the operator only. Since
it is not global data, it is unique to the workstation where the group is
defined and is not used by the Metasys program to identify objects
(only system\object names are used to identify objects). However, PC
group names are included in change-of-state and alarm reports at the
workstation to help operators quickly locate the source of alarms.
Slide Show
When no one is currently logged on to the OWS, a slide show appears.
This slide show is a series of images that can represent a company
logo, or the buildings, floor plans, and equipment in your facility. Each
image is displayed for a defined period before the slide show cycles to
the next image. If a slide show is not defined, the Johnson Controls
logo appears on the screen, or an error message appears stating that no
slide show is defined.
Note:
Critical Alarm messages display over the slide show.
However, operators must log on to respond to the alarms.
Password
Passwords protect the security of the BAS. The password determines
facility access. For example, if your password does not allow you to
command objects, the menu options for commanding objects are
unavailable.
Network Map Overview
A network consists of at least one NCM, all the devices connected to
this NCM and all the hardware and software objects associated with
these devices. The Network Map displays the organization of the most
recently activated network. The Network Map:
•
displays the network, PC group, system, device, and PC file
•
provides quick access to summary information within facilities
Operator Workstation User’s Manual
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Figure 1-1: Example of a Network Map
Note:
Since each facility is unique, your Network Map looks
different from this example.
When operators expand the Network Map, all the PC groups and
systems in the network appear. Filtering allows operators to view all
the systems within a network, regardless of their assigned PC group.
Items on the Network Map
Each item defined for the network is represented on the Network Map
with a button and the item’s name. Table 1-1 explains the items.
Table 1-1: Items on the Network Map
Item
Description
PC Group
Displays all the PC groups within the specified network
System
Appears as the lowest level on the Network Map
Devices
Contains all the PCs, Network Control Modules (NCMs), and printers defined for the
network
PC File Report
Destinations
Contains a PC file report destination for archived BAS data including: critical, follow-up,
status, history, trend, totalization, operator transaction, and card reader
Systems
Contains names of systems that have not been assigned to any particular PC group on
the network
The Network Map gives you quick access to facility information. It
displays all the PC groups, systems, N1 devices, and PC files in the
currently active network. The system level is the lowest level
displayed on the map (objects and attributes do not appear).
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Operator Workstation User’s Manual
Each network, PC group, system, and device is represented by both a
button and a boxed-in name on the Network Map. Clicking on buttons
or names produces different effects, depending on the types of items
they represent. Table 1-2 shows what occurs when operators click or
double-click on each type of item represented on the Network Map.
Table 1-2: Using the Mouse with Buttons and Names on the Network Map
Item
Action
Result
Network Button
Click
Expands network to show each PC group within the network
Network Name
Double-click
Displays Network summary
PC Group Button
Click
Expands to show each PC group and system within the PC
group
PC Group Name
Double-click
Displays PC Group summary
System Button
Click
Displays System Peek dialog box
System Name
Double-click
Displays System summary
DEVICES Button
Click
Expands to show all of the devices defined for the network
DEVICES*
Double-click
Displays the Devices summary
Device Name
Double-click
Displays the device’s Focus window
PC File Name
Double-click
Displays the Reports Destination summary
SYSTEMS Button
Click
Displays all systems on the network that are not assigned to any
other PC group
SYSTEMS*
Double-click
Displays PC Group summary
* Actual text appearing on the Network Map
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Global Alarm Indicator on the Network Map
If an object goes into alarm, the buttons for the network, PC group,
and system for the object turn red on the Network Map. For example,
if the object HDQTRS\NC44\AHU1\BI4 goes into alarm, the buttons
representing the network HDQTRS, the PC group NC44, and the
system AHU1 appear in red on the Network Map.
IMPORTANT: The button color indicates the last reliable state of the
object. If the object goes into alarm, and then goes
unreliable, the color of the Network/PC group/System
remains red, even if the object is no longer in alarm.
Note:
The Alarm Indication feature is automatically enabled when
OWS software is loaded. To disable this feature, change the
line ENAALMIND=0 in the Metasys section of the
METASYS.INI file. Refer to the Initialization Parameters
Technical Bulletin (LIT-636345).
Menus
The Metasys software uses the same menu options in every
workstation window (Table 1-3). There are two exceptions: the Action
menu and the Network Map’s three additional menu bar options
(Summary, SetUp, and Exit).
The Action menu for each window contains options specific to that
window. For example, the Action menu in an Object Focus window
displays options for commanding an object. The Action menu in the
Trend Item window displays options for setting up the collection of
trend data.
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Operator Workstation User’s Manual
Table 1-3: Network Map Menus
Menu Option
Description
Item Menu
New
Allows you to define new items such as new networks, PC groups, systems, or objects
Save
Saves any changes you make in a window
File Transfer
Transfers files from any OWS to another OWS on the network.
Note:
The destination device cannot be the same as the source device (you cannot
transfer files to the same PC).
Print
Prints the current contents of the window
Change Printer
Changes the specified destination for printouts of summaries and screen displays
Delete
Deletes the selected item
About
Displays information about the workstation software, including a revision number and date
of release
Edit Menu
Copy
Copies the selected text to the Clipboard
Paste
Only applies to the Scheduling window. Used in conjunction with the Copy option, Paste
allows you to copy a schedule from one day of the week to another.
Cut
Only applies to the Scheduling window. Used in conjunction with the Paste option, Cut
allows you to move a schedule from one day of the week to another.
View Menu
Show as Text
Displays the PC group or system as a textual list of items rather than as a drawing. This
option also displays Trend and Totalization information as textual summaries rather than
as line or bar graphs.
Show as
Drawing
Displays the PC group or system as a drawing rather than as a textual list of items. This
option also displays Trend and Totalization information as line and bar graphs rather than
as textual summaries.
Sort
The Sort option allows you to change the order in which items appear on the current
screen. Different windows have different sort options.
Note:
The Sort function is different from the System/Object Display Order function. The
Sort function applies to the current screen display and is effective for only as long
as the screen is displayed. The System/Object Display Order function
permanently alters the order in which systems or objects appear in summaries
and printouts.
Filter
Filters out items displayed on the current screen
Current Page
Displays the current page
All Pages
Displays all networks, PC groups, and systems on the Network Map
Actual Size
Displays the drawing in actual size
Zoom
Zooms in or out on the drawing
Action Menu
Diagnostics
Initiates diagnostics on the selected network, N1 device (NCM, PC, printer), or N2/L2
device (for example, DCM, XM). For example, you can generate a printout of complete
network configuration data.
NC Download
Downloads the archive NCM database into the selected NCM. An NCM must be selected
on the Network Map for this option to be available.
NC Upload
Copies the operational NCM database to the archive NCM database. An NCM must be
selected on the Network Map for this option to be available.
Download
Global Data
Downloads the archive global database from the workstation to the operational global
database
Upload Global
Data
Copies the operational global database to the archive global database stored at the
workstation
Continued on next page . . .
Operator Workstation User’s Manual
Menu Option
(Cont.)
1-9
Description
Action Menu (Cont.)
Archive Data
Archives current Trend and Totalization data to the Trend and Totalization archive
summaries. Because Trend and Totalization are NCM-based, you must select a single
NCM to perform this function.
Print COS
Buffers
Provides on demand printing of Change-of-State (COS) messages. COS messages can be
buffered by number of messages and a specified time interval.
Go To Menu
Selected Item
Displays the summary or Focus window of the selected item. A single item must be
selected for this option to be available. For example, if you select PC group in the Network
Map and then click Selected Item, the PC Group summary appears. If you select an object
in a System summary and click Selected Item, the Focus window for the object appears.
Schedule
Displays the Scheduling window where you can schedule commands and summaries. A
single item must be selected for this option to be available.
Process
Displays the Process window. In this window, you can download GPL and JC-BASIC
control processes. A single system must be selected for this option to be available.
Trend
Displays the Trend Item window. In this window, specify how trend data is collected. A
single system or object must be selected for this option to be available.
Trend Data
Displays the Trend Data window where you view collected trend data for selected objects.
The Trend Data option is available in the Trend Item window only.
History
Displays the History Item window. In this window, select which objects to display in the
History Data window. A single system or object must be selected for this option to be
available.
History Data
Displays the History Data window where you view the collected history data for selected
objects. The History Data option is available in the History Item window only.
Totalization
Displays the Totalization Item window. In this window, select which objects to display in the
Totalization Data window. A single system or object must be selected for this option to be
available.
Totalization
Data
Displays the Totalization Data window where you view totalization data for selected
objects. The Totalization Data option is available in the Totalization Item window only.
Accessory Menu
Notepad
Displays the Microsoft Notepad application, which is a text editor
Clock
Displays the Clock window
Control Panel
Displays the Microsoft Control Panel application. Control Panel allows you to change the
time of day and date as displayed in the Clock, set the cursor speed, select screen colors,
and perform other basic setup functions.
Calculator
Displays the Microsoft Calculator application. The Calculator provides basic math
functions.
Clipboard
Displays the Microsoft Clipboard application. Detailed information on Clipboard is in your
Windows operating system manual.
Custom
Applications
Allows you to use other applications, such as Microsoft Excel or XTM Configurator Tool
without closing the Metasys system. To open other software using this option, it first must
be added to the Custom Applications menu.
Summary Menu
Summary
Displays a dialog box listing the available summary types. For many summaries, operators
must select a PC group or system on the Network Map before accessing the Summary
dialog box. The Summary option is available in the Network Map only.
Continued on next page . . .
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Operator Workstation User’s Manual
Menu Option
(Cont.)
Description
Setup Menu
Scheduling
Calendar
Displays the Scheduling Calendar, which allows operators to specify whether the days in a
calendar year are Regular, Alternate, or Holiday
Daylight
Saving
Displays the Daylight Saving dialog box, which allows operators to specify when the
workstation software will switch to daylight saving time
Password
Displays the Password summary, which allows operators to set up and modify the
password database
N2 Dial
Displays the N2 Dial Network summary, which lists all remote sites defined on the network
that are connected via the N2 Dialer Module (NDM). From this summary, operators can
dial out to an NDM remote site, disconnect from an NDM remote site, or refresh the
summary using the Action menu.
Network
Displays the Network summary, which lists all the networks in the facility. From this
summary, operators can display a Network Focus window to view and modify network
configuration or a Network Definition window to add a new network to the facility.
Operators can also activate a network.
Report/Access
Groups
Displays the Report/Access Group summary, which allows operators to define and modify
report/access Groups 1-16.
Enhanced
Report/Access
Groups
Displays the Enhanced Report/Access Group summary, which allows operators to define
and modify report/access Groups 17-32
PC
Configuration
Displays the PC Configuration window, which allows operators to set up the ports on the
workstation the operators are using
IP Address
Configuration
Displays the Internet Protocol (IP) Address Configuration summary, allowing operators to
display and modify the IP addresses of directly connected N1 devices on the Ethernet
LAN.
Alarm
Messages
Displays the Alarm Message summary. Since alarm messages are NCM-based, a single
NCM must be selected on the Network Map for this option to be available. The Alarm
Message summary lists all alarm messages stored in the selected NCM and allows
operators to add, delete, and modify messages.
System/Object
Display Order
Displays the System/Object Display Order dialog boxes, which allows operators to
permanently alter the order in which systems and objects appear on the screen and
printed. This function differs from the Sort function because a Sort is only effective for the
currently displayed screen.
Modify Group
Assignment
Displays the Modify Group Assignment dialog box, which allows operators to move a
system from one PC group to another. Operators must select one system on the Network
Map for the option to be available.
Software
Models
Displays the Software Model summary that allows operators to define software models,
either new, or by copying an existing model
PC User
Options
Displays the PC User Options dialog box that allows operators to specify what windows
open when operators click on a Network Map item with a mouse, and what size the
windows will be. Operators can also choose to display expanded IDs for each item on the
Network Map using this dialog box.
Exit Menu
Logoff
Program
Manager
Logs operators off the workstation and displays the slide show. Metasys system continues
operating, and Critical Alarm messages appear on the screen to immediately inform
operators of Critical alarms. However, until operators log on again, the operator’s only
option is to acknowledge the alarm by clicking the Look Later button.
Displays the Program Manager. When operators click the Program Manager option, a
dialog box appears, asking whether operators want to keep the Metasys BAS running.
Note:
If operators choose to close the BAS when operators exit, the operator
transaction may not be received at all destinations before the BAS stops running.
If operators want to record the exit to program manager, leave the BAS running.
Continued on next page . . .
Operator Workstation User’s Manual
Menu Option
(Cont.)
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Description
Exit Menu (Cont.)
GPL
Logs operators off, closes the workstation software, and accesses the Graphic
Programming Language (GPL) program. Only certain password levels are allowed to use
this option.
Designer
Starts Micrografx Designer software, either closing or leaving the BAS open, depending
on operator’s Metasys software
Backup Utility
Starts the backup or restore utility. Submenus of the Backup Utility option allow operators
to choose either Backup Data or Restore Data.
Help Menu
Using Help
Displays instructions for using online help
Attribute Help
Displays help about the attribute which the operators are defining, modifying, or viewing.
This option is available in Definition and Focus windows only.
Operating
Instructions
Displays the operating instruction for the selected object in the Notepad Editor. Operators
can view or modify the instruction or create a new instruction for the selected object. The
object’s operating instruction number appears in the object’s Focus window. This number
corresponds to the Notepad Editor text file that contains instructions for the object.
Feature Help
Displays the Feature Help submenu, allowing operators to access help on Metasys
Metalink applications
Logon Overview
The Logon dialog box accesses the Operator Workstation (OWS) and
the Metasys System. Passwords determine which functions and
systems operators can access.
When no operator is logged on, a slide show appears on the screen.
This slide show can be a company logo or a series of dynamic
graphical images that represent the operator’s facility. Alarm messages
appear on the screen over the slide show. During this time, the only
alarm action available is clearing the message from the screen. Logged
on operators can manage alarms and perform the functions allowed by
their passwords.
Figure 1-2: Slide Show with Critical Alarm Message
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Operator Workstation User’s Manual
Detailed Procedures
Logging on to OWS
To log on to the OWS:
1.
From the Windows Start menu, select
Programs > Johnson Controls > Metasys. The Logon dialog box
appears (Figure 1-3).
Figure 1-3: FMS Logon Dialog Box
2.
Select a Network.
3.
Enter your password.
Note:
4.
If 30 seconds elapse between mouse clicks or keystrokes
during the log-on process, the Logon dialog box
automatically disappears.
Click OK. The Network Map appears.
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Logging off Operator Workstation
To log off the Operator Workstation:
1.
On the Menu, click Logoff. The Network Map dialog box appears
(Figure 1-4).
Figure 1-4: Logoff Dialog Box
2.
Click Yes or No.
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