Emerson Site Manager Manuel d'utilisateur

026-1012 Rev 3 06-DEC-2011Site Manager User Manual

2 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011SitesTo search for a site, the following criteria can be entered: Name of site (numerics are su

92 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011locations.• Background Color: Specify a color value to set the background color of the screen,

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 939.4.1.1. Create GS Screens Quick Start1. Enable the GS Screens menu by access

94 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011(use the navigation tree checkboxes to select). The GS Screen will automatically reflect any p

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 95cation instance of the first reference of the widget being duplicated when fi

96 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011see for Specific Properties. For regular graphics, you have the option of adding your own imag

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 97“https://” in the URL address. • Link Path: The link path is how to get to th

98 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011For text widgets, some of the text features you will see on-screen are listed in the Text Feat

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 99To link a widget to a Site Manager feature or func-tion, enter a business act

100 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Feature/Function ScreensbusinessActionName Required Link ParametersEdit Site EditSite${busine

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 1019.4.1.11.Image LibraryFrom the Widget Properties menu (right-click a widget)

Quick Start Overview • 3 1.3. Quick Start1.3.1. OverviewIn this section you will find step-by-step instruc-tions on how to log in to Site Manager, set

102 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011•Click Open (Enter) to open the system image in a separate window.•Click Download to save the

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 1039.4.2. Running GS ScreensWhen you click a GS Screen from the Navigation Tree

104 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011page, it may be disabled by unchecking the Enable System Home Page checkbox in the My Info dr

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 105Select the desired widget from the Add Widgets palette and use the right-cli

106 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20119.4.4.1. Point Status InformationPoint status information about a point reference that may ch

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 107${0.ovrdStatus} The override status of the point. This will be 0 or 1:0 - no

108 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20119.4.4.2. Point Reference InformationInformation about the point that does not change over tim

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 1099.4.4.3. Locale Resource Message KeysThese parameters are used when text nee

110 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Point References for Image Circuit Status and Zone Circuit Status Widgets For both the Image

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 111This means that when GsImageCircuitStatus and GsZoneCircuitStatus widget typ

4 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011To retrieve a password that has been forgotten, click on the Forgot Password? link to open a sp

112 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20119.4.4.5. Miscellaneous ParametersA general purpose replaceable parameter.${br} - Used to inse

Widgets and Creating GS Screens Graphical Status Screens/Floor Plans • 1133. Right-click and select properties on the widget to view and edit the prop

114 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011ure 9-48).• A list of all common application types will be listed.• If the application type i

Widgets and Creating GS Screens Revision History • 11510 Revision HistoryThis chapter contains important supplementary in-formation related to the lat

Index • 117IndexAActivation, Feature 10Activity History 15column headings 15Add Application Instance 44Add Widgets Palette 93Admin Activity History 24

118 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011deployment of 62downgrades and setpoint clean-out 64firmware matching 64firmware matching and

Index • 119Log Purge, configuration of 75Login 3forgot ID 4forgot password 4Logout 4MMaintenance Upgrades & Tech Support Licensing 11Menus 14Admin

120 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011TTarget Controller Group 34Terminal Modefunction keys 50initializing 49Troubleshooting 13UUni

Site Manager Interface Overview • 51.5. Site Manager InterfaceThe Site Manager page (Figure 1-6) is where you will find the navigation tree, navigatio

The contents of this publication are presented for informational purposes only and they are not to be construed as warranties or guarantees, express o

6 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011of all directories, sites, units, and control systems. • Navigation Window - The main window of

Site Manager Interface Overview • 71.5.3. Menu BarDepending on licensing and the assigned user lev-el, the menu bar gives you access to menu items suc

8 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20112 IT Administrator Functions2.1. Feature Licensing and RegistrationSite Manager has basic and e

Feature Licensing and Registration IT Administrator Functions • 9Company Name, Address, Name, E-mail, Con-firm E-mail, and a contact Phone Number. If

10 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011• Step 1 - Create an e-mail and include all the in-formation listed in this step.• Step 2 - E

Feature Licensing and Registration IT Administrator Functions • 11The Product Activation License Update window will open (Figure 2-12).6. Once the App

12 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011For features such as backing up, sending reports, forwarding and viewing advisories, setpoint

Troubleshooting IT Administrator Functions • 13instructions for importing the XML file. (The XML import tool can be run as many times as desired and w

14 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20113Menus3.1. My Info Menu3.1.1. About User InfoThe My Info drop-down menu contains a list of fea

My Info Menu Menus • 153.1.3. My Pending ActivitiesThe My Pending Activities - Results page shows the activities that you, the current user has been w

16 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Click the down arrow that appears next to a col-umn header to show more columns or enable sort

Admin Tools Menu Menus • 173.2. Admin Tools Menu3.2.1. SetupSite Manager Setup is found under Admin Tools on the menu bar. Figure 3-8 shows the menu w

18 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Click Open or Save on the File Download win-dow to proceed with the download.Adding a New User

Admin Tools Menu Menus • 19Deleting a UserDelete a user by selecting the username (Adminis-trator excluded) and clicking Delete. A confirmation window

20 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Editing a GroupView the list of all groups from the Group Manag-er page (Figure 3-16) and sele

Admin Tools Menu Menus • 21Click Save to save the new Group and its privileg-es and go back to the Group Manager page. Click Cancel to exit without sa

Retail Solutions3240 Town Point Drive NW Suite 100Kennesaw, GA 30144Phone: 770-425-2724Fax: 770-425-9319

22 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Configuring Directory InformationAdd or edit a new directory from the Directory Configuration

Admin Tools Menu Menus • 23with all the states will be shown. If another country is selected, the State/Province/Region drop-down menu will be changed

24 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011field to allow a name to be entered in the field. Click Save to store changes and Cancel to ex

Admin Tools Menu Menus • 25Activity History - Results at the administrator lev-el shows a complete history of activities performed, including such inf

26 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20113.2.3.2. Configure PurgeActivity History data is stored in the database but can be deleted wit

Admin Tools Menu Menus • 27used in Activity History.The status may be clicked on to view the detailed ac-tivity history for that schedule.The status w

28 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Schedules can also be based on an interval (select the Interval Based option):Enter the Number

Admin Tools Menu Menus • 29Click the Power Builder link to open the List Power Builder window.Scheduling Refresh Point ListRefresh point list is an ac

30 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Scheduling Obtain Controller InformationThe Obtain Controller Information activity con-nects t

Activities Menu Menus • 31ter Rules List when retrieving logs for directories, sites, control systems, or units. This will configure the Retrieve Log

32 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20113.3.1.3. Advisory ForwardingWith the Advisory Forwarding feature, advisories can be forwarded

Activities Menu Menus • 33If either option is selected, the notification can be configured. Two notification options are available:• Pop-up: A popup m

34 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011 Give the group a unique name. (You will be prompted if the name entered matches an applicat

Activities Menu Menus • 35The tree will be displayed that will mimic the nav-igation tree, but it will be filtered to show only appli-cation types sup

36 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Application Setpoint Group Example: When you have chosen the desired application in-stance fro

Using the Navigation Tree Navigation Tree • 374 Navigation Tree4.1. Using the Navigation TreeThe navigation tree is located on the left-hand side of t

38 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20114.2. DirectoryA directory displays all the information that is re-lated to a directory, includ

Directory Navigation Tree • 39The Directory Configuration page opens.Enter Name (required field), Parent Directory (if applicable), Active Status, Add

40 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20114.3. SiteA site is the name for a collection of one or more control systems in one physical lo

Control System Navigation Tree • 414.3.3. Edit/Configure SiteTo make changes to a site, click Edit Site from the desired site’s mouse-over/right-click

Table of Contents • vTable of Contents1 OVERVIEW...

42 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20114.4.1. Control System Properties If Control System Properties is clicked from the navigation t

Unit Navigation Tree • 43field. This name will appear in the navigation tree. • Set the Protocol Type to E1 or E2 depending on the type of controller

44 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011inside the controller are visible.• Activities: Activities that may be performed on the unit.

Unit Navigation Tree • 45controller and the navigation tree in Site Manager. Click OK to delete the application instance, Cancel to stop. Pop-up mess

46 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Each application instance is divided into groups of points. Each group is a tab that contains

Unit Navigation Tree • 47Pointer ConfigurationIf a point is capable of becoming a pointer, the Pointer Configuration icon appears to the right of th

48 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Advisory ConfigurationClick the Advisory Configuration icon to set up advisory parameters fo

Executing Activities Navigation Tree • 49An example of how the application instance with points appears inside the main window: To jump to an applica

50 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20114.6.2.1. Terminal Mode Keys (E2 Controller Type Shown)The keys listed in Table 4-3 can be foun

Executing Activities Navigation Tree • 51Navigation Tree Menu: Running Obtain Controller Information Activity: 4.6.4. Refresh ApplicationRefresh appl

vi • Site Manager User Manual 026-1012 Rev 3 06-DEC-20113.2.3.1. View History...

52 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011When the activity has completed successfully, the changes, if any, will be evident automatical

Executing Activities Navigation Tree • 53If you are at the directory, site, control system, or unit level in the navigation tree, set the filtering wi

54 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011page previously viewed and the file will be added and selected to the list of available files

Executing Activities Navigation Tree • 55The Setpoint Broadcast activity can be run imme-diately (Run Now) from an application instance level on the n

56 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20115 Firmware Update5.1. Firmware Package ManagementBefore updating the firmware, firmware packag

Firmware Package Management Firmware Update • 57Select a Package file to upload and click Open to preserve the location and name of the selected file.

58 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011to select the correct file from the Add Firmware win-dow (Figure 5-9), or click Cancel and ret

Firmware Update Transfer Firmware Update • 59If there were no errors in the deletion process, you will be returned to the Add – Delete Firmware Files

60 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011The Firmware Update Transfer configuration is accessed from the Firmware Update Transfer Sched

Firmware Update Transfer Firmware Update • 61the Activity History page when a unit is receiving a package that will be a downgrade to its firmware. 5.

Table of Contents • vii5.1. FIRMWARE PACKAGE MANAGEMENT...

62 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20115.3. Firmware Update ApplyFirmware Apply is deployed only from the Con-trol System level on th

Firmware Update Apply Firmware Update • 63down list (Figure 5-28). The targeted control system on which the firmware apply will take place must be sel

64 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011firmware apply.• If the firmware version match is not located, the sta-tus of the activity wi

Live Advisory View Advisories • 656 AdvisoriesAdvisories, such as alarms, fails and notices, can be viewed in an advisory view page depending on where

66 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011plication from where the advisory was generated.•The Select All and Select None buttons allow

Live Advisory View Advisories • 676.1.2. FilteringDisplayed advisories can be filtered into subsets based on various filtering criteria: Default filte

68 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20116.2. Historical Advisory ViewThe Historical Advisory View page displays the current advisories

Historical Advisory View Advisories • 69Customize column settings based on your prefer-ence. To customize arrangement, click on each col-umn to set ho

70 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20116.2.1. Connection Verification ReportThis report allows users to determine which sites in the

Historical Advisory View Advisories • 71Configure how often the schedule will run and send out the report in the Schedule section. Refer to Section 3.

viii • Site Manager User Manual 026-1012 Rev 3 06-DEC-20119.2.6. Working With Widget Parameters...

72 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20116.2.3. Advisory ForwardingAdvisories can be forwarded to an e-mail address. Open the Forward A

Historical Advisory View Advisories • 73Click the Commission button to send the configu-rations to the E2 controller, Cancel to stop the com-missionin

74 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20117Configuration7.1. Configuring ActivitiesActivities can be configured from individual con-figu

Configuring Activities Configuration • 75Click Save to save changes and see the confirma-tion screen. Click Cancel to exit. 7.1.3. Configure BackupTo

76 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011rameters for the Log Purge activity. Right-click from any level of the navigation tree, hover

Configuration Tools Configuration • 77Assuming that compaction is to be carried out based on the Average and the established time period is 1 hour, th

78 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Controller Groups Lists depending on where the Power Builder was launched from. Only one type

Overview Points • 798Points8.1. OverviewApplication points are parameters that have been programmed inside a controller. Access to application points

80 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011Depending on the type of point, the override menu will be available when you right-click: Ena

Watch or Graph Log Points Points • 81rectly from the navigation menu as shown above). The Actions menu on the page will vary depending on the type of

What Site Manager Can Do Overview • 11Overview1.1. What Site Manager Can DoSite Manager helps you manage and monitor site information and activities b

82 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011ton to cancel. Click List Power Builder to open the List Power Builder window where you can ma

Display Log Graph Points • 838.4. Display Log GraphPoint logs are properties inside the controller that have been graphed. The Display Log Graph scree

84 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011To print the log graph, click the Print icon. Ref-erence information of points will show in t

Overview Graphical Status Screens/Floor Plans • 859 Graphical Status Screens/Floor Plans9.1. Overview A Graphical Status Screen is a customized floor

86 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20119.2. Quick StartOnce you have activated this feature, click Add GS Screen from the right-click

GS Screen Actions Graphical Status Screens/Floor Plans • 87Run: After a GS Screen has been created and you arrive at a saved GS Screen, you are automa

88 • Site Manager User Manual 026-1012 Rev 3 06-DEC-20112. Click Export Zip from the GS Screens drop-down menu. 3. Name the GS Screen. Enter the name

GS Screen Actions Graphical Status Screens/Floor Plans • 89Name the GS Screen to save: Enter a name for the GS Screen and click OK. Once you have sav

90 • Site Manager User Manual 026-1012 Rev 3 06-DEC-2011ed Navigation Tree level node. Once a screen has been associated to a specific node on the tre

GS Screen Actions Graphical Status Screens/Floor Plans • 91After importing is complete, the new GS screen will be listed on the context menu for that