7.1 Quick Tour 1 - The Basics
7.1.4 Lesson 2 - Adding a Lan
Strategy Library
The Strategy Library displays the reusable pieces of strategy known as strategy blocks that have been created.
Project View
The Project View automatically appears on the left of the SET Window when the mouse is moved to the far left of the window. It is divided into two separate areas, the Device View, and the Plant View. The Device View section contains all the controllers in the project arranged by Lan. The Plant View enables the strategy within controllers to be located by HVAC equipment type.
Display Area
The Display Area will contain the selected strategy page once a controller has been added to the project. A strategy can be spread over several pages; and links made between the pages if necessary.
7.1.4 Lesson 2 - Adding a Lan
After the project has been created, the next step to engineering the system is to add the controllers to the project. Before this can be done, the Lans on which they sit must be added to the project. For this tour, you will add a single Lan (Lan 99).
Adding a Lan:
1 If the Project View is not displayed click to display it, and then in the Device View right-click IQ3 SET Tours and on the displayed menu click Insert Lan. The Lan Details dialogue box is displayed.
2 In the Lan Number box enter 99 to specify the number of the Lan that is to be added.
3 In the Label box enter IQ3 SET Tours to define the label for the Lan.
4 In the Details box enter Contains controllers for the SET Tours to specify a description for the Lan.
5 Click OK.
The Lan will be added to the Device View.
7.1.5 Lesson 2 - Adding an IQ Controller
Once the Lans have been added to the project, the controllers for which the strategy is to be created need to be added to the Device View.
For this tour, you will add a single IQ3xcite/96 v1.0 at address 24 on Lan 99.
Adding an IQ controller:
1 In the Device View right-click Lan 099, which is the Lan to which the controller is to be added and on the displayed menu click point to Insert Device and click Controller. The Controller dialogue box is displayed.
2 In the Address box enter 24 to specify the network address of the controller.
The network address is the address of the controller on the IQ network, set on the controller’s address switch. It can be set anywhere in the range 1 to 119 excluding addresses 2, 3, and 10. Each address on a Lan must be unique.
3 In the Device Type box click IQ 3xx to define the type of controller.
4 In the Firmware Version box click 1.3 from to define the firmware version of controller.
5 In the Hardware Variant box click IQ 3xcite/96 from to define the hardware variant of controller.
6 In the Name box enter IQ3 SET Tours Controller 1 to specify the name for the controller.
The details entered about the project have been automatically entered in the Details box if required this can be changed. For this tour leave it unchanged.
7 In the Engineer box enter your own name to specify the name of the engineer who designed the strategy.
The engineer’s name specifies the name of the engineer who has designed the strategy. This is useful if someone other than the engineer who designed the strategy is creating the SET project.
8 Click OK. The IQ Address Module dialogue box is displayed. It is possible to specify the address module parameters now, or leave it until later.
9 For the purposes of this tour, click OK to leave it until later, and move on to the next stage. The Sensor Type dialogue box is displayed. This enables the sensor type modules to be specified now, or later.
10 For the purposes of the tour click Exit to leave it until later. The I/O setup dialogue box is displayed. It is possible to add the I/O modules that are to be connected to the controller now, or leave it until later.
11 For the purposes of the tour click Exit to leave it until later.
SET will now add the new controller to the Device View, and display a blank strategy page.
7.1.6 Lesson 2 - Setting Up the Address Module
Before continuing with specifying the strategy for the controller, it is necessary to go back, and set up the address module. Normally, you would do this when the controller was added.
Setting up the address module:
1 Currently the blank strategy page created for the controller should be displayed. On the Device menu click Address Module. This displays the IQ Address Module dialogue box.
You will notice that a number of the parameters are greyed out this is because this information would normally be set up using the IP Tool. If the Read Only check box next to a parameter is selected the parameter will be greyed out and not downloaded to the controller. For the purposes of this tour we shall assume that the following parameters have been set up using IP Tool: Identifier, Local Lan, Local Node, and Supervisor Port Address,
2 In the Attribute 2 box enter FLR4:*.
This is an optional 30-character label for the controller, which allows the controller to be identified, either uniquely, or as part of a group. It is used in conjunction with the identifier, and the other attributes.
All the other parameters are set up in a similar way by entering the required value into dialogue box, or making selections from the list. The rest of the parameters do not need to be specified for this tour.
3 Click OK. The dialogue box is closed.
7.1.7 Lesson 2 - Setting Up the Network Module
After setting up the address module it is necessary to set up the network module.
Note that this is only required for IQ3 controllers with v1.3 firmware of greater.
Setting up the network module:
1 Currently the blank strategy page created for the controller should be displayed. On the Device menu click Network Module. This displays the Network Module dialogue box.
You will notice that a number of the parameters are greyed out this is because this information would normally be set up using the IP Tool. If the Read Only check box next to a parameter is selected the parameter will be greyed out and not downloaded to the controller.
2 In the Addressing Mode box select Obtain Automatically, to set the controller to obtain its Ethernet settings from a DHCP server.
All the other parameters are set up in a similar way by entering the required value into dialogue box, or making selections from the list. The rest of the parameters do not need to be specified for this tour.
3 Click OK. The dialogue box is closed.
7.1.8 Lesson 2 - Setting Up the Sensor Type Modules
It is now necessary to set up the sensor type modules. The sensor type modules define how an electrical input is scaled to provide a meaningful value in engineering units. SET uses a library of sensor definitions that contain all the necessary settings to set up sensor type modules in order to correctly scale the value of a sensor that uses that sensor type. Setting up the sensor type modules is simply a matter of selecting from which one of the sensor definitions in the library the module should take its settings.
If required, additional definitions can be added to the library as described in ‘Quick Tour 3- Making SET Work for You’.
Setting up the sensor type modules:
1 On the Device menu click Sensor Types. The Sensor Type dialogue box is displayed.
2 In the Number box click 01- to select the sensor type module that is to be set up.
3 In the Sensor Part Number box click TE/TS to select the sensor definition that is to be used for sensor type module 1 from the library.
4 Click Apply. The parameters for the sensor to be used by the sensor type module are displayed on the right of the dialogue box, and the characteristics are shown in the graph.
5 Complete the set up of the sensor type modules by specifying two other modules as described in the table below.
Module No Value
2 AQ/D range 0 to 100
3 H/DT/H range 0 to 95
6 Click Exit.
The Filter button can be used to reduce the number of sensors that can be selected.
Note that if required, the parameters of the sensor type modules can be defined individually without using definitions from the library.
7.1.9 Lesson 3 - Setting Up I/O Modules
The I/O modules used to interface between the controller and the HVAC equipment must be added to the strategy so that the sensors and drivers can be connected to them.
To add an I/O module:
1 On the Device menu click I/O Setup. The I/O Setup dialogue box is displayed.
2 Click Add. The I/O Module Setup dialogue box is displayed.
3 In the Mod ID box click 2 to specify the module ID.
Note that this must match the address set on the I/O modules address switch.
4 In the Module Type box click xcite/IO/4UI/4AO to specify the type of I/O module 5 In the Label box enter I/O Module 2 to specify a label that identifies the module.
6 Click OK to return to the I/O Setup dialogue box.
7 Click Exit.
7.1.10 Lesson 3 - Adding Modules to the Strategy Modules are added to the strategy by placing them onto a page.
Adding modules to a page:
1 Click to display the Project View and double-click Os 024 - SET Tours Controller in the Device View (the controller whose strategy to which the modules are to be added). The tree structure will be expanded.
2 Double-click Strategy Pages to display a list of all the pages created for the controller so far. The structure should appear as shown below.
3 Currently there is only one page (P02 - Page 2) double-click it.
Tip: Steps (2) and (3) can be replaced by right-clicking the controller and on the displayed menu clicking Open from the displayed menu. This will display the first page of the controller’s strategy.
Note that SET labels the first page ‘Page 2’ because although page 2 is the first true strategy page, page 1 is the title page of the strategy documentation.
The first module that is to be added to the page is Sensor 1, an external sensor.
4 Click to display the Next Module List dialogue box The Next Module List dialogue box is displayed which enables the sequence step for the next module that is to be added to the page to be specified.
5 In the Next box in the Sequence Steps area enter 1.
6 Click OK.
7 Right-click anywhere on the page, and on the displayed menu point to Inputs and click External Sensor. The Select Module dialogue box is displayed allowing the sensor module number to be selected.
8 In the Module Number box enter 1 and click OK. The cursor changes to a hand , and the module appears on the screen.
9 Move the cursor to the position where the module is to be placed and click. The module is placed on the page.
For now, just place the module anywhere. You will learn to move modules later in this lesson.
Note that the Parameters dialogue box for the module may be displayed. If this is the case, don’t worry, Auto Edit is enabled, click OK to close the dialogue box.
10 Now add the modules listed in the table below to the page.
Module Type Module Number Sequence Step
Inputs- Knob 1 N/A
Other - Loop 1 2
Drivers - Analog 1 3
7.1.11 Lesson 3 - Moving Modules
All the modules for this part of the strategy are now on the page, however positions will probably need to be changed to make the strategy easy to understand. It is therefore necessary to move the modules around on the page.
For the purposes of this tour, you should move the modules until the page looks like the page below.
Moving modules:
1 Point to S1, (the module to be moved), and hold down the left mouse button.
2 Drag the module to its new location (the top left of the page).
3 Release the mouse button. Sensor 1 is now in the correct position.
4 Move the rest of the modules around on the page until it appears the same as the diagram above.
7.1.12 Lesson 3 - Editing Modules
Now that the modules are in position, their configuration parameters can be edited so that they function as required.
Editing Modules:
1 Double-click S1 (the module whose configuration parameters are to be edited). The dialogue shown below will be displayed.
2 In the Details box enter Space Temperature to specify further information about the module.
The details parameter for a module provides the ability to describe the module, how it functions, and how it operates. This parameter is not sent to the controller.
3 In the Label box enter Space Temperature to specify the label for the module.
The label parameter is sent to the controller (defining the ‘$’ parameter). It specifies a user-friendly label for the module, which can be up to 20-characters long.
4 In the I/O Module box click 02 – I/O Module 2 to specify the I/O module supplying the sensors input.
5 In the I/O Channel box click 1 to specify the channel on I/O module supplying the sensors input.
6 In the Type box click 01 – Trend Thermistor to specify the sensor type module to be used by the sensor.
7 In the High Alarm Limit box enter 45 to specify the high alarm limit parameter.
8 In the Low Alarm Limit box enter 20 to specify the low alarm limit parameter.
9 Click OK.
The parameters for the other modules are defined in a similar way, by entering the required text in the appropriate box, selecting from a list, clicking buttons, or selecting checkboxes.
10 Specify the parameters of the other modules on the page according to the table below.
Module Parameter Value Tips
Details Occupied Setpoint
Label Occupied Setpoint
Units DegC
Pin Level 99
Top of Range 30
Bottom of Range 15 K1
Value 22
L1 Label Control Loop 1
Details AHU 1 Driver
Label AHU 1 Driver
D1
Type the value into the appropriate box, or select the required value from the list.
Module Parameter Value Tips In Phase Channel 5
Antiphase Channel 6
Start Delay 10
A full description of the parameters for each module is provided in the ‘IQ Modules’ section of this manual.
7.1.13 Lesson 3 - Linking Modules
Editing the modules does not define all their configuration parameters. Parameters that come from other modules in the strategy are specified by linking the modules together.
Modules must be linked together so that the information flows through the strategy correctly. SET uses its knowledge of modules to prevent silly mistakes such as connecting a digital value to a point requiring an analogue value.
Linking Modules:
1 Click output V of S1, and drag the mouse to the source P of L1 (the parameter that is to be the destination).
The cursor will change to a green circle .
If the source is not a suitable type for the destination, SET will display a red cross ; if it is suitable, it will display a green circle .
2 Release the mouse button.
3 Make the other links in the same way until the links are as shown below.
Module Parameter Linked to
K1 D L1 O
L1 D D1 S
7.1.14 Lesson 3 - Adding Pages
The strategy may require more modules than can be placed on a single page, if this is the case, additional pages can be added.
Adding pages:
2 Now the new page has been created, practice what you have learned so far in the tour, and add the following modules.
Module Parameter Value Tips
Details Space Temperature
Label Space Temperature
Type 01 – Trend Thermistor
High Alarm Limit 45 S2
Low Alarm Limit 20
Details Occupied Setpoint
Label Occupied Setpoint
Units DegC
Pin Level 99
Top of Range 30
Bottom of Range 15 K2
Output Value 22
L2 Label Control Loop 2
Details AHU 2 Driver
Label AHU 2 Driver
I/O Module 02 – I/O Module 2 In Phase Channel 7
Antiphase Channel 8 D2
Start Delay 10
Type the value into the appropriate box, or select the required value from the list.
3 Move, edit, and link them until the page looks like the one below.
You can move between pages using the next and previous page buttons. Click to goto the previous page, or click
to goto the next page. Alternatively, you could double-click the required page from the Device View in the Project View.
7.1.15 Lesson 4 - Defining the Strategy’s Issue
Details about the strategy for a particular controller can be kept. They describe the current issue, and enable a description of the changes made since the previous version to be recorded. These details are included on the strategy pages when they are printed out.
Define the Strategy’s Issue:
1 Ensure that the page you have just created is displayed, and on the Device menu click Issue Details. The Drawing Issue dialogue box is displayed.
2 This is the first issue of the strategy so click New to create a new issue.
The issue number is incremented to 1. It is now necessary to specify any changes made, and any pages that were changed. Because this is the first issue of the strategy, you will enter First Issue in both cases.
3 In the PCN/Details box enter First Issue.
4 In the Pages Affected box enter First Issue.
5 In the Date Approved box enter today’s date to specify the date the strategy was approved.
6 In the Approved box enter your name.
7 Click OK.
7.1.16 Lesson 4 - Print Project Documentation
Once the issue details have been specified, you can print out the project documentation. It is possible to print out all the pages for a particular controller, a selected range, or just the current page. SET also provides a number of tables for each controller, which specify items, such as the sequence table etc, that do not appear on the strategy pages. It is possible to print out either all of these tables or none.
For the purposes of this tour, you will print out everything.
Printing the Tables and Pages:
1 In the Device View double-click P02 - Page:2 to display a strategy page for the controller for which the project documentation is required.
2 Click . SET will now print the project documentation.
7.1.17 Lesson 5 - Creating an IQ3 File
In the first five lessons of this tour, you have created a strategy for an IQ controller. That strategy must be downloaded to the actual controller using SET. Before the strategy can be downloaded, a downloadable file must be created.
For the purposes of this tour, you will create an IQ3 file.
Creating an IQ2 file:
1 In the Device View double-click P02 - Page:2 to display a strategy page for the controller.
2 On the Strategy menu click Create IQ3File. Once SET has created the file, it displays a message indicating that the file has been created.
3 Click OK.
7.2 Quick Tour 2 - Beyond Basics
This tour is a step-by-step tutorial that takes you beyond the basic principles of using SET. It introduces features that will enable you to control how the strategy operates, and to speed up the process of creating better strategy. It builds on the project created in tour 1 using new techniques to expand the strategy.
This tour is a step-by-step tutorial that takes you beyond the basic principles of using SET. It introduces features that will enable you to control how the strategy operates, and to speed up the process of creating better strategy. It builds on the project created in tour 1 using new techniques to expand the strategy.