Perception 1.14 Desktop

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PERDUG

GE Proprietary v1.00 2013-12-18

GE

Digital Energy

Perception Desktop

Transformer Monitoring Software

v1.14

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Perception Desktop – User Guide 2 v1.00 2013-12-18

INTRODUCTION TO PERCEPTION DESKTOP

Overview

Perception Desktop is a software product designed to assist power plant

personnel in the maintenance and management of oil insulated equipment used for the transmission and distribution of electrical power. It is used primarily for

diagnosing fault conditions as well as trending measurements taken from transformers, circuit breakers and tap-changers.

The software uses data from either manual or automated programs of regular sampling and condition analysis of equipment insulating oil and other performance data. The software uses a number of well-established and recognized empirical diagnostic rules to present the information on the condition of insulating oil used in electrical equipment to the user. This can aid the user in the running of a

maintenance programme and the identification of potential fault conditions. Although Perception is an expert analysis and information system, it is only an aid and should not be regarded as a replacement for the knowledge of someone who is an expert in the analysis of insulating oil used in electrical equipment and the operation of oil filled power equipment.

Software Family

There are 3 members of the Perception family:

 Perception Desktop – The main application within the Perception family. Perception Desktop resides on your PC, and provides customized access to the centrally located asset database. It provides advanced diagnostic profiles on the obtained device data, a one page transformer report containing key transformer information as well as the facility to launch external applications from within

Perception Desktop. Additionally, Perception Desktop can operate standalone or as part of a larger centralized asset management suite in conjunction with Perception Server.

 Perception Server – The pinnacle of transformer asset management software. Perception Server provides a fleet wide network overview via a wallboard display, automatic data downloading with configurable scheduling, email notifications of device

condition changes and a TOA4 data export facility. It uses a centralized data storage

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Perception Desktop – User Guide 6 v1.00 2013-12-18 location utilizing SQL Server to which Perception Desktop links seamlessly via secure OPC UA communications.

 Perception Workflow – The newest member of the Perception family. The workflow designer uses common

flowcharting techniques to express transformer diagnostic processes as a model. These models are known as workflows and in turn are used to drive the Perception dashboard. The Designer brings easily modifiable workflow-enabled capabilities to the Perception software suite allowing you to customize the diagnostic process and determine how data is presented on the Perception dashboard.

Note: If Perception Express was previously used, it is recommended that it be removed because Perception Desktop includes all of this functionality and more.

What’s New in v1.14

 Fleet Overview – a top-level overview of the entire transformer fleet that indicates the overall status and health of the fleet at a glance.

 Ranking – the Asset Explorer now includes a ranking tab that lists all transformers in ranking order according to a calculated Risk Index.  Transformer Dashboard – summarises key measurement details for an

individual transformer and its risk and ranking history.

 Workflows – avail of the flexibility provided by Perception workflows to customise and drive the data shown on the Perception dashboard, such as defining how ranking is calculated.

 CSV Import / Export – comprehensive import and export capabilities and the ability to define custom CSV formats.

 Expert Analysis Email – provides an automatic means for more detailed transformer data to be sent to designated experts within or outside the organisation whenever an alarm is raised.

Note: If you are upgrading to v1.14 Perception Desktop/Server from an earlier version, please contact GE Support before commencing as depending upon the size and complexity of the existing database, you may require a service visit to make the transition.

Desktop Features

Perception Desktop offers the following:

 Can be used as a stand-alone application or as a client application in a large centralized Perception Server environment

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Perception Desktop – User Guide 7 v1.00 2013-12-18  Trend graphs for any measured parameters, including polar charts for

Bushing Monitors and Partial Discharge (Intellix BMT 300)  Current status and data history displays

 Configure the data upload frequency from remote monitors  Pre-set trend and diagnostic graphs for dissolved gases

 User-configurable trend graphs for any monitored parameters  Gas Ratio trend charts

 Pre-set fault monitoring displays utilising Gas ratios (IEC60599 & IEEE C57.104, Transformer Condition, Rogers Ratio and Doernenburg Ratio), Duval’s triangles and Japanese ETRA standards

 One page transformer report facility that provides an overview to key information on a transformer’s condition based on the dissolved gas measurement analysis and user input

 Intellix MO150 & Hydran M2 models

 Facility to launch external applications from within Perception Desktop

Prerequisites

The minimum PC and system requirements for Perception Desktop are: Operating System: Windows 7 with .NET Framework 4.5

CPU: 1 GHz Processor

Memory: 1 Gb RAM

HDD: 500 MB free

Graphics Card: 64 MB graphics, update to the latest driver for your hardware to ensure that it can provide all the facilities of NET Framework 4.5

Customer Support

E-Mail: [email protected]

North America toll-free: 1-800-361-3652

Worldwide: 1-514-339-2801

Conventions and Terminology

Conventions

 Onscreen options and Software Buttons: bold, italic and in inverted commas, eg “Next”

 Electronic formats of this document have cross reference links:

o Figures: A cross reference between the figure number in the text and the figure itself.

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Perception Desktop – User Guide 8 v1.00 2013-12-18 o Section and Chapter Headings: A hyperlink between a reference to

another Section or Chapter and the actual Section or Chapter heading.

Terminology:

 Particular to Perception:

 KPD – file suffix for a Perception Database file (stored in a SQL format)  TOA – file suffix for a device configuration file (stored in a CSV format)  DGA – Dissolved Gas Analysis

 General:

 CSV – Comma Separated Variable, an industry-standard neutral data exchange format.

 SQL – Structured Query Language, an industry-standard database format.

Layout of this Manual

The chapters that detail the installation and authorization of the software are in the second half of the manual, starting at page 87, as it is a process that should have to be carried out only once.

The software user guide is in the first half of the manual, starting at page 9, to allow for easier reference.

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USING PERCEPTION DESKTOP

Usage Concepts

Perception Desktop connects to a database that contains the sampling data from your monitoring devices. The database can be stored on your PC (known as a “local” database), or stored in a remote location when used in conjunction with Perception Server (known as a “network” database). If the database is local, it can only be accessed by users on your PC.

When used in conjunction with Perception Server, there are 3 user categories, “Observer”, “Supervisor” or “Architect”.

 Observer: You have “read only” permissions, so can view the data for any of the devices, in any of the available screens. However, you cannot make any alterations to the data or alter any device settings.

 Supervisor: You have full “read-write” permissions, so can alter device settings and even delete a device entirely.

 Architect: You have all the Supervisor permissions plus you can manipulate workflows including scheduling workflows.

If you have a local database on your PC, then you will always have full permissions for that database.

For network databases, your user status is controlled by the Perception Server administrator. A supervisor or Architect role on the network database can make alterations that affect all users of the database. In particular, they can alter the data upload schedule, change the device hierarchy and delete devices and their data. Therefore it’s important to limit the assignment of such roles to those that can be trusted with such functionality and actually require this functionality.

Wherever the database is stored, local or network, it is the Perception Desktop application that downloads the data from the monitoring devices, whereas Perception Server is used to manage access to a network database.

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Perception Desktop – User Guide 10 v1.00 2013-12-18 Figure 1: Perception Desktop Screen Areas

The main screen areas of the Perception Desktop are:

 The Asset Explorer (highlighted by the blue rectangle in Figure 1). This shows the hierarchy of the assets in the database. In the same way as Windows Explorer, clicking on a node with a side arrow opens up the node to show the layer beneath it. Clicking on a device makes that the device that is being viewed in the database. (in this case

GE_Trans_Dis_114A), indicated by the light grey highlighting around it). If you have supervisor user status or above, you can use the Asset Explorer to create, move and delete assets and devices. The asset icons have a status indicator:

o Green Tick: All monitored parameters within bounds. o Amber Exclamation Mark: A parameter(s) has

exceeded the High or Low thresholds.

o Red Cross: A parameter(s) has exceeded the “High-High” or “Low-Low” or Ratio thresholds.

o Purple: Indicates that there is uncertainty in the latest measurement accuracy or the latest

measurement is considered to be in error. Refer to the device data table.

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Perception Desktop – User Guide 11 v1.00 2013-12-18 o Blue: Indicates the device has experienced a fault

and requires a service

The device status is repeated up the asset tree so that an Area ,

Substation or Transformer indicates the worst status of all its sub-ordinate devices.

 The Device Area (highlighted by the green rectangle in Figure 1). This shows the data in the database of the device that has been selected in the Asset Explorer.

 Each device has its own tabs of information (highlighted in the red rectangle in Figure 1). The tabs that are available depend upon the type of device. Note: Pressing the “x” on a tab will remove it from the panel. If it is a standard display, it can be retrieved by using the View menu item, overleaf. If it is a custom display, then it would have to be recreated manually, see Create a new trend chart on page 48.

 A Wallboard option is available at “Area, Substation or Transformer” level. This displays all assets in that Area, and their status on a map. This can be used as a continuous monitor display in a control room. When used in conjunction with Perception Server the information displayed in the wallboard changes as the condition of the assets change during automatic data download. An example is below at Figure 2.

Figure 2: Example of Wallboard Display

See the section Adding a Wallboard on page 26 for how to set up the wallboard for an area.

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Fleet Overview

If you select the top-level database node in the Asset hierarchy, a fleet overview page displays with useful information summarising the health of the entire fleet.

Figure 3: Fleet Overview

Transformer Summary

If you select a transformer, Perception activates the Dashboard tab. The Dashboard tab displays a page with useful information summarising the

measurement data and ranking history for that particular transformer via two sub tabs – Devices Summary and Ranking Graph.

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Ranking Assets

The Ranking page in the Asset Explorer automatically ranks assets according to an algorithm in the Perception workflow to calculate an overall health index. Assets are colour-banded accordingly with the least healthy transformers listed at the top in red and the healthiest in green at the bottom. Unranked transformers appear at the bottom of the list without a colour band. A transformer is unranked if it is not associated with the relevant Perception workflow, has no measurement devices connected to it or there is no measurement data e.g. a new install with the first measurement cycle yet to occur.

Ranking movement at each periodic refresh is denoted by colour-coded arrows. A red up-pointing arrow denotes that the transformer has moved up in ranking order, a green down-pointing arrow denotes that it has moved down in ranking order and a blue double-headed horizontal arrow denotes no change in ranking order. Note: Rest your mouse on any transformer to reveal its actual health index.

Figure 4: Ranking

To review the Risk and Ranking history for an individual transformer, select the transformer to activate the transformer Dashboard. Then select the Ranking Graph tab as illustrated in Figure 20.

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Perception Desktop – User Guide 14 v1.00 2013-12-18 Figure 5: Risk and Ranking

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Menu Options

The menu options below are linked to their description within the user manual. File

 Connect: Connects to a Perception Server, see page 18.

 Disconnect: Disconnects from a Perception Server, see page 19.  New Database: Creates a new local database, see page 97.  Open Database: Opens an existing local database, see page 20.  Close Database: Close a local database, see page 22.

 Exit: Closes the database, and exits Perception Desktop

View

 New: Adds a new worksheet tab to the Device area of the screen. You can select from one of the standard display tabs:

o Properties. o Dashboard o Data Table. o Status. o TDCG. (Transfix Device*) o Trend Chart.

o Key Gas. (Transfix Device*) o Gas Ratios. (Transfix Device*) o ETRA. (Transfix Device*) o Ratio. (Transfix Device*)

o Duval’s Triangle. (Transfix Device*) o Models (Hydran M2 and Intellix MO150):

 Dynamic Loading  Insulation Aging  Moisture And Bubbling  MVA

 WHST

 Transformer Status Model (Intellix MO150 only)  Temperature Model (Hydran M2 only)

 Hydran Readings (Hydran M2 only) o Bushing Monitor. (Intellix BMT 300 Device) o Partial Discharge (Intellix BMT 300 Device)

You cannot have 2 properties or status worksheets. However, if you select any of the other options a new worksheet is added, these new worksheets

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Perception Desktop – User Guide 16 v1.00 2013-12-18 can be used to hold custom views which differ from the original worksheet created when the device is first added. See Create a New Chart on page 48 for how to add trending parameters to the blank trend chart.

*Excluding MiniTrans, Intellix MO150 & Hydran M2 due to limited number of gases

 Refresh. This refreshes the screen display

Tools

 External Tools… External applications can be launched from Perception Desktop via the Tools menu option. Allowing users to create shortcuts to applications and standards documents regularly used and referenced.  Download Service Logs: Allows you to download factory and service logs

from a Transfix either remotely via the network or directly from the Transfix via USB connection to your PC.

 Workflow Scheduler: Allows you to enable scheduling for workflows.  Options… This opens a communications dialog where you can select which

local modem to use when downloading data to a local database from a device. The modems listed here are also the ones used when you launch setup for any of the devices in the asset explorer that are configured to use modem communications.

Actions

 Export – Export data to a CSV file  Import – Import data from a CSV file

Help

 About: Shows the current build version of your Perception Desktop and information tabs containing the:

o Release notes.

o The License Agreement.

o The installed components, with their individual version number.  Transformer Technical Services: Contact details for further information and

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Perception Desktop – User Guide 17 v1.00 2013-12-18 Figure 6: The About Display

Connect to a Database

Perception Desktop allows the user to connect to a Perception Server environment or to a local database.

For full details of the advantages of using Perception Server please contact a GE sales representative

Note: You can only be connected to one database at a time. Thus, before you can connect to a new or different database, you must first disconnect from your current database.

Note: If you are upgrading to v1.14 Perception Desktop/Server from an earlier version, please contact GE customer support before you commence as depending upon the size and complexity of the existing database, you may require a service visit to make the transition.

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Connecting to Perception Server

To connect to a Perception Server instance, select the “File” menu, and then “Connect…”, as shown in Figure 7 below.

Figure 7: Connect menu option

The Server database ‘Login’ dialog is displayed, as shown in Figure 8 below:

Figure 8: Server Database Login Dialog

The “Server” field will show the Perception Server that you will be connected to. The browse button (“ “) launches the Configure a Server Connection wizard. This wizard is used to establish the connection with the Perception Server host server. Enter your assigned user name and password, and press the ‘OK’ button.

If you have forgotten your user name and/or password, you will have to contact your network administrator, who can re-issue them to you.

Note: If the Server Administrator has allowed it, you may be able to sign on as an “Anonymous” user. This would be accessed by the “Authentication” drop down. If you are able to sign on as an Anonymous user, then you do not require a User name or a Password. However, you will only have “Observer” status and thus only read-only permissions.

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Perception Desktop – User Guide 19 v1.00 2013-12-18 If you receive a Connection Error, as shown in Figure 9 below, then the client does not trust the server certificate. See the Chapter “Trusting the Server Certificate” on page 96 for how to correct this error.

Figure 9: Connection Error Report

Disconnecting from Perception Server

To disconnect from Perception Server, select the “File” menu and then the “Disconnect” option, as shown in Figure 10 below:

Figure 10: Disconnect menu option

This action closes the connection to the Perception Server, and clears the Asset Explorer of all assets.

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Connect to a Local Perception database

To connect to a local Perception database that is on your PC, select the “File” menu, and then “Open…”, as shown in Figure 11 below.

Figure 11: Open Local File Menu Option

This displays the list of local databases available (file suffix “kpd”); an example is shown in Figure 12 below.

Figure 12: List of Available Local Databases

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Connect to an Older Version KPD Local Database for the First Time

When you open an older Perception Local database* for the first time (i.e. after upgrading to v1.14); it will be upgraded to the v1.14 format. You will be prompted as shown in Figure 13 below.

Figure 13: Upgrade Local Database Format

If you click the “Yes” button, then the local database will be upgraded to

Perception v1.14 format. A progress bar will appear, but note that the upgrade can take an appreciable time, depending upon the size of the database. If you click the “No” button, then the Load action will be aborted.

Note: The upgraded database can no longer be read by older versions of Perception. During the upgrade process, a backup copy is created, still in original format, with the “KPD” file extension changed to “3325” as a file extension; the number represents the original database schema version number. If you wish to use this database for historical/archival reasons, then it can be read into an older Perception version. Before attempting to do so, change the database filename, or move its location and change its file extension back to “KPD”.

*This is not suitable for SEI files from Perception 0. For details of how to upgrade a

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Closing a Local Database

To disconnect (or close) from a local database, select the “File” menu and then the “Close” option, as shown in Figure 14 below.

Figure 14: Close menu option

This action closes the local database, and clears the Asset Explorer of all assets.

Customisation

The Asset Explorer within Perception Desktop is used to visualise the network of transformers and devices being monitored, and can be configured to display a hierarchy of areas, substations, transformers and devices. This Chapter covers the customization of the Asset Explorer.

Note: When used in conjunction with Perception Server, you have to be

“supervisor” status or above to be able to make any changes to the Asset Explorer. Any changes that you make will be visible to all other users of the database at the next refresh, which is normally within a few seconds.

Adding Assets

To add an asset to the Asset Explorer, right click on the database node, or asset node under which the new asset will sit and select ‘New’, then select an asset to add. You have the option of adding a new Area, Substation, Transformer, or Device.

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Perception Desktop – User Guide 23 v1.00 2013-12-18 Figure 15: Add a new asset to the Asset Explorer

The new asset is added to the top of the Asset Explorer. You should now complete the properties of the asset by going to either:

 Transformer Properties, on page 29 or  Device Properties on page 31.

Renaming Assets

To rename an existing asset, right click on it, and select ‘Rename’:

Figure 16: Rename an asset in the Asset Explorer The asset is renamed in the Asset Explorer.

Note: When used in conjunction with Perception Server, the renaming of the asset will be visible to all other users of the database within a few seconds.

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Deleting Assets

To delete an asset from the database, right click on it, and select ‘Delete’, as shown in Figure 17 below.

Figure 17: Delete an asset in the Asset Explorer

Warning: This action will delete the asset from the database entirely including all data downloaded from that device.

Warning: The deletion of an asset will also delete all its sub-ordinate assets. Thus, if you are reorganising the hierarchy into new groupings, ensure that you move all of the subordinate assets to new areas within the Asset Explorer before the deletion of a grouping.

Before the asset is deleted, you must confirm your action

Figure 18: Confirm the deletion of the asset

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Organising Assets

The assets in the Asset Explorer can be grouped using “drag and drop” methods. You can move individual assets, or move a tree of assets under another asset in the asset tree – depending on the hierarchical level selected.

To move an asset, hover the mouse pointer over the asset, and click and hold the left mouse button. Drag the asset to its new position in the Asset Explorer hierarchy and release the left mouse button.

Before the asset is moved, you must confirm your action

Figure 19: Confirm the move of the asset

Selecting ‘Yes’ moves the asset; selecting ‘No’ leaves the asset where it is. In the example shown in Figure 20 below, the asset “SubStation1” has been moved from being at an equal level to “Area1”, to being sub-ordinate to and part of “Area1”.

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Adding a Wallboard

At an “Area, Substation or Transformer” level, you can add a wallboard to give you an instant overview of the status of all sub-ordinate assets.

The image used for the wallboard background is user defined; the image can be a BMP, JPEG, GIF or PNG file.

The wallboard configuration is tied to the PC hosting Perception Desktop. When used in conjunction with Perception Server, each separate client PC with an instance of Perception Desktop connecting to Perception Server must have its own wallboard configuration setup.

To add a wallboard, hover your cursor over the area name in the Asset Explorer, right click, and select wallboard as shown in Figure 21 below.

Figure 21: Adding a Wallboard

An open file dialog will be displayed, browse to the location of the image that you wish to use and then select the image file. A new tab will appear in the right hand workspace titled Wallboard. The selected image will be displayed at minimum zoom within the workspace, with the area assets randomly placed on the map.

It is highly recommended that the resolution of the image file used matches the display resolution of the monitor the wallboard will run on. I.e. if the monitor

displaying the wallboard has a resolution of 1920x1080 then the image file used should have the same resolution of 1920x1080 pixels.

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Perception Desktop – User Guide 27 v1.00 2013-12-18 Figure 22: Wallboard, with Area Assets

To configure the map to suit your display requirements:

 Left mouse click whilst the cursor is within the map allows you drag the map sideways or up/down.

 Scroll wheel whilst the cursor is within the map zooms in and out.  Left mouse click whilst the cursor is over the asset location circle (the

cursor changes to a hand) and you can drag the asset to a new location on the map.

 Right click whilst hovering over the asset location circle gives the option to display the location circle as a square. This can be used to distinguish different asset locations type.

 Right click whilst the cursor is within the map displays a menu of display options:

o Dialogs: Show all or hide all asset dialogs. Each monitoring device’s name and status is shown against the asset. Notes:

1. An individual asset dialog can be toggled between displayed and not displayed by a double click of the cursor on the asset location circle.

2. The size of the dialog display box can be altered by placing the cursor over the lower right hand corner of the dialog box. The cursor changes to a double headed arrow and left click plus drag will alter the dialog box size.

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Perception Desktop – User Guide 28 v1.00 2013-12-18 3. Left click whilst in the dialog box will enable you to drag the

dialog box around the map to a suitable display position. 4. The sizes and positions of the dialog boxes are remembered. 5. The title of the dialog box can be edited by right clicking within

the dialog box and choosing “Edit title…”.

o Change map file: opens a file browser to select a new map file. o Legend: displays or hides the legend for the asset status.

o Show time: displays the current date and time in a separate dialog. o Full screen: Shows the wallboard in a full screen mode. To revert

to normal display, press Escape or right click again and select Exit full screen.

A fully configured Wallboard in full screen mode is shown at Figure 23 below;

Figure 23: Wallboard Configured

If the condition of any of the devices listed under the wallboard node change to reflect an alarm, service or bad sample condition the wallboard node colour will change alerting the user to a problem in that area, substation or transformer.

When used in conjunction with Perception Server containing devices with automatic download schedules, the colour of the wallboard nodes automatically updates to reflect condition updates.

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Setting up Asset Properties

Transformer Properties

When a transformer is selected in the Asset Explorer, a ‘Properties’ tab is

available in the right hand part of the Perception Desktop screen, as shown below in Figure 24.

The Properties tab is used to configure the transformer. Since transformers do not have data that can be automatically downloaded, the Transformer information has to be manually entered.

Figure 24: Transformer properties The sections within the properties tab are explained below.

 Transformer Name

The Transformer Name is a free text field where you can change the default name of the transformer and enter more descriptive text below.

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Perception Desktop – User Guide 30 v1.00 2013-12-18  Main Transformer Details

The main transformer name plate details are entered below and allow the identity and corresponding details to be stored in the database.

Scroll to the right to enter primary and secondary Bushing details.

Figure 26: Transformer details  Voltage Sides

The Voltage Sides section allows information on the transformer’s Voltage Sides to be stored in the database. To add a Side to the description, click the “Add” button.

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Perception Desktop – User Guide 31 v1.00 2013-12-18  Compartments

The Compartments section allows information on the transformer’s compartments to be stored in the database. To add a Compartment to the description, click the “Add” button.

Figure 28: Transformer Compartments

If you want to delete a Compartment, click on the compartment line to be deleted and then click the “Remove” button.

Having completed the Transformer properties, you should now add the monitoring devices that are associated with the transformer. See:

 Adding a new Asset above. And  Completing Device Properties below.

Transformer measurement data can be imported via a TOA formatted CSV file (See importing and exporting data on page 40).

Device Properties

Reminder: When used in conjunction with Perception Server, you have to be of “Supervisor” status or above to make any changes to device properties.

When a device is selected in the Asset Explorer (E.g., a Transfix 1.6), a ‘Properties’ tab is available in the right hand part of the Perception Desktop screen, as shown in Figure 29 on the next page.

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Perception Desktop – User Guide 32 v1.00 2013-12-18 Figure 29: Device Properties

The Properties tab contains a number of sections, which are explained below:  Identity

The Identity section details the identity of the device

Figure 30: Device Identity Confirmation

The Identity section contains two read-only fields:

Device Type: The device type is defined by the type of asset added using the Asset Explorer (see Adding Assets on page 22).

Serial Number: The serial number is populated when the first download is performed from the device

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Perception Desktop – User Guide 33 v1.00 2013-12-18  Communications

The Communications section allows the communication method to be defined and configured.

Figure 31: Device Communications Configuration

Note: When used in conjunction with Perception Server, you specify the communications with the device here as the Perception Desktop is the controlling application. The Perception Server carries out the actual data download, but Perception Desktop specifies all of the parameters.

The communications section contains the three header fields shown in Figure 31, regardless of the type of device. Dependent upon your selection in the “Media” field, other configuration entry fields may be displayed:

Media: Media defines what type of connection will be used to connect to the device. Available options are:

o “Network”

Network adds two more options to the Communications section:

 Hostname (or IP address): The devices host name or IP

address.

 MODBUS/TCP Port: The MODBUS/TCP port defines what port is

used when connecting using the host name or IP address (default value is 502).

o “Modem”

Modem adds one more option to the Communications section:

 Phone Number: The phone number of the modem in the

device.

o “Serial”

Serial adds eight more options to the Communications section:

 Slave Address: The address of the device on a multi-drop

network.

 Protocol: The MODBUS protocol to use to communicate with

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 COM Port: The local COM port to use when connecting to the

device.

 Baud Rate: The maximum speed at which the device talks.

 Data bits: The number of data bits in each character being

sent.

 Parity: Turn on error correction.

 Stop Bits: Use the hardware to detect stop bits (end of

messages), and re-synchronize the character stream.

 Flow Control: Allow the transmission of data to be paused /

resumed.

Protocol: If a Hydran M2 or Intellix MO150 device is selected an additional

protocol field appears on the properties worksheet. This field is used to select the protocol method used to communicate with the device. Perception Desktop supports both DNP3 and Modbus protocols.

Connection Timeout: This field defines the time to wait before reporting a connection timeout. Enter a value in seconds.

Note: A default value is created in this field when you select the “Media” type. Password: The password of the device.

 Auto-Download

When used in conjunction with Perception Server Auto-Download options

become available in the device properties. If you are connected to a local database, then you can only carry out manual downloads, see page 38.

The Auto-Download section allows the connection to, and downloading from devices to be automatically scheduled. The schedule settings are unique to the device it is configured for, allowing for a staggered download schedule to be implemented.

Figure 32: Device Auto-Download

Enabled: A check box that enables/disables the scheduling of downloads from the device.

Schedule: Defines the download schedule, which can be defined by specific days and specific times. The terminology used is “Unix Cron”. The key field descriptors are:

 If the “*” option is chosen, then an “every” has been chosen.  If “0” option is chosen, then that is at “at the top of”

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Perception Desktop – User Guide 35 v1.00 2013-12-18 For examples, see Table 1 overleaf:

Mins Hours Week

Days Would result in a download at

30 08 * 08:30 every day

0 * Mon On the hour, every hour on Mondays 0 0 Wed At 0:00 on every Wednesday

0 * * On the hour, every hour, every day of the week. Table 1: Cron Examples

Next Scheduled Time: Time of the next scheduled download.  Auto-Export

When used in conjunction with Perception Server, the Auto-Export option

becomes available in the device properties. You can enable the auto export to occur at scheduled intervals. The Perception Server export table is empty by default which results in the default Perception export format. To define a custom CSV format, you must define the export table with appropriate mappings for the data using the Perception Server Configuration Tool. See exporting data on page 41. The data is automatically exported to the following location:

C:\Windows\ProgramData\GE_Energy\Perception

Note: Use the shortcut “%programdata%”to access C:\Windows\ProgramData.  Email

When used in conjunction with Perception Server, e-mail notification options become available in the device properties.

Note: This is device specific, so if you need to be on the distribution email list for a number of devices, you should complete this field for all of the devices,

required individually.

Figure 33: Device Auto-Export

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Perception Desktop – User Guide 36 v1.00 2013-12-18  The Notification E-Mail Address defines the email address of the person who

receives condition alerts or communication issue notification emails for that device. To add more than one e-mail address to the list, separate the

addresses with “;“. If on subsequent data downloads the condition of the device changes or Perception Server fails to communicate with the device, an automatic email is generated and sent to the recipients specified in this field.  The Expert E-mail Address (if enabled in Perception Server) defines the email

address of the person who receives enhanced alarm notification emails. The e-mail is a comprehensive account of a transformer’s details so that any expert within or outside the organisation has all the necessary detail at hand. This includes transformer nameplate details, triggered alarm information for High High, Low Low, Digital Alarms and ROC alarms. It also includes ambient temperature, top oil temperature and load currents information. A CSV attachment with data records for the device in alarm is also included.  Device Connection

The Device Connection section displays the state of automated downloads to the user.

Figure 35: Device Connection

State: Displays the current state of the connection to the device, E.g.: o Connecting,

o Connected, o Downloading… o Disconnected.

Progress: A progress bar shows the overall progress of a download, if one is in progress.

Response: Textual error message showing the last communications error that has occurred. This may be from a previous communications session.

Last download time: Updated with the last download time.

Device Properties – Intellix BMT 300

The Intellix BMT 300 has an additional field in the Device Connection pane, called Service Alarm. This field reports the nature of a service alarm that has been flagged by the Intellix BMT 300. The possible alarms are listed below:

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Perception Desktop – User Guide 37 v1.00 2013-12-18 o High Comms cpu temperature status

o High FPGA temperature status o Field Devices Comms Error o Rejected Phase Packet Status o Rejected PD Packet Status

o Low Bushing Current Warning Status o Power System Frequency Warning Status o Inter cpu CANBUS device error status o High Bushing Adapter Temperature Status o Modbus comm. error status

o No Signal warning status

o Bushing R Failure Warning status

If the Intellix BMT 300 has any of these alarms triggered, the Blue service icon will show on the device icon in the asset explorer. An example is shown at Asset Explorer Key, on page 10.

Setting up the Device

Once the communications settings have been established, then the device-specific setup can be run. To set up the device, right click on the device in the Asset Explorer and select ‘Setup…’

Figure 36: Set up the device This will load a set up utility specific to the device.

Note: If you are connecting to the device via Modem or Serial then the Setup option must be performed on an instance of Perception Desktop running on the Perception Server, as it will be using the local Perception Desktop resources to communicate with the device.

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Data Download from Devices through Perception Desktop

To download data from a device, the data is manual downloaded by right clicking on the device in the asset explorer and selecting Download”, as shown below in Figure 37.

Figure 37: Select 'Download' from the device's menu

When used in conjunction with Perception Server the data can be scheduled to automatically download (see Auto-Download* section above on page 34).

The data can still be manually downloaded during scheduled download intervals by triggering a manual download on the device.

This starts the download. Notice that the device icon in the Asset Explorer gains a spinning blue icon showing that the download is in progress. Also, if the

“Properties” tab is open, the progress bar in the device connection section will show the download progress, as highlighted by the blue ellipse in Figure 38.

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Data Download via USB communication support

Downloading from a Transfix device via USB must be performed via the Transconnect application running on the PC.

Note: The Transconnect application is automatically installed with Perception Desktop. It is usually located in the Programs/GE Energy directory.

The process is:

 Close Perception Desktop.

 Open the Transconnect application. (Start, All Programs, GE Energy, Perception, Transconnect)

 Connect your PC to the Transfix via a USB port.

 You should see the device listed in a window, as shown in Figure 39 overleaf. Figure 39 : TransConnect USB File Window

 When connected to the Transfix device, the option to download the latest records will be available.

 The data is stored in a temporary folder called “FileWatcher”.  Exit the Transconnect application.

 Upon the next launch of Perception Desktop, the downloaded data will be automatically imported from the FileWatcher folder into the database that Perception Desktop is connected to upon launch.

Note: If you have a copy of Perception Express on your PC and launch that before Perception Desktop, then the downloaded data will be imported to the Perception Express database. As Perception Desktop has all of the facilities of Perception Express, it is recommended that any prior copies of Perception Express are removed.

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Importing and exporting data

Import

You can import transformer measurements from a standalone CSV file.

Perception recognises three CSV formats out of the box as below, but you can also define any custom CSV format using the Perception Server Configuration Tool:

 Perception  Transconnect  TOA4

You may wish to do this if the communications link to the device has been interrupted and you have physically visited the device to obtain the data.

In Perception Desktop, from the “Actions>Import” menu, select “Import File…”, as shown below in Figure 40.

Figure 40: Import file menu option

An ‘Open’ file dialog is displayed allowing the data file to import to be selected Select the name of the import file, and press the “Open” button to import the file into the database, as shown in Figure 41 below.

If the device already exists, then the data is automatically added to the device. If it is a new device for the database, then a new device will be created at the highest level node. You will then have to move it to the correct location in the asset

hierarchy, see “Organising the Assets” on page 25.

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Perception Desktop – User Guide 41 v1.00 2013-12-18 The file is imported into the database, and imported assets are displayed in the asset tree. Its position in the asset tree hierarchy can be adjusted as described in the chapter entitled “Organising Assets”, above.

Note: Nameplate information saved to the database is not time stamped. If a TOA file contains several rows of nameplate information for one device the first row for each compartment is saved. See the chapter on Transformer Nameplate

information above.

A progress bar is displayed during the import. The import may take several minutes depending on the size of the file. An import summary dialog is displayed when the import completes with a link to the corresponding log file. The log file is saved in the same location as the import CSV file and records details of the import including any errors.

If the Transformer already exists in your asset explorer it will be updated with the new data contained in the CSV file.

To import data into a Transformer which already exists in the asset explorer, ensure the following columns in the csv file match the details held in Transformer properties page:

 Equipnum – The name of the Transformer

 Serialnum – The serial number of the Transformer  Apprtype – Device type (TRN for Transformer)

Note: While an Import is in progress, you cannot delete or rename other assets in the Asset Explorer.

Export

You can export transformer measurements for the entire fleet or for selected transformers or devices. Perception saves the dataset as a CSV file that conforms to one of the following standards, but you can also define any custom CSV format using the Perception Server Configuration Tool:

 Perception  Transconnect  TOA4

This is useful if you wish to export the data into another system to perform custom analysis.

In Perception Desktop, from the “Actions>Export” menu, select “Export Selected…” as shown in

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Perception Desktop – User Guide 42 v1.00 2013-12-18 Figure 42: Export Selected… menu option

A ‘Save Exported File As’ dialog is displayed allowing the data to be saved as a CSV file as shown in Figure 43.

Figure 43: Export to a CSV file

Downloading Service Logs

Service & Factory Logs can be downloaded from some devices, either remotely over a network, or directly from a Transfix via a USB connection. To configure the download, use the menu option “Tools>Download Service Logs..”. The dialog shown in Figure 44 opens. Note: You can also right click the device to access a shortcut menu option.

It defaults to a network source. Use the top dropdown to select “USB” if you are at the Transfix site. The dialog changes to that shown in Figure 45 on the next page.

For a network source, you have to supply the IP address and enter the secure POTM code. To obtain the POTM code, please contact GE customer services. Enter the destination folder on your PC, or use the Browse button (“

“) to navigate to the destination

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Perception Desktop – User Guide 43 v1.00 2013-12-18 For a USB direct connection, you just

have to supply the destination folder on your laptop. Note: You must use the USB port inside the Transfix, behind the Control panel.

This file can then be sent to GE customer services for analysis.

Worksheets

Perception Desktop contains a number of worksheets that are used to visualise the data and diagnose faults using the various tabs at the bottom of the screen as illustrated by the example shown in Figure 46.

Figure 46: Selecting a Worksheet The worksheets are as follows:

 Data Table: The Data Table lists the individual samples for each parameter. You can select the data range and the parameters to suit. See Data Table Tab on page 53.

 Status: The Status tab lists latest downloaded value of the measured parameters and their status against the alarm thresholds, see page 52. Note: The alarm thresholds can be set by launching the device setup in Perception Desktop.

 Total Dissolved Combustible Gasses (TDCG): The TDCG chart displays a stacked chart containing the temporal values of each gas, and also the cumulative values for all gasses. See page 56 for an example.

 Trend Chart: Line charts are used to display the raw data for user selected measurements. Multiple trend charts can be created, each displaying different sets of gasses or peripherals. See a description on page 46 and how to change the displayed parameters on page 49.

 Key Gas: IEEE C57-104 offers diagnosis through calculating the relative proportions (in percent) of these key gases to the rest of the gases in the transformer. See the example Key Gas display on page 57.

 Gas Ratios: Displays the proportions of key gasses on a 3 dimensional cube lattice or a table, using ratios defined by IEC 60599, IEEE C57.104, Rogers Ratio and Doernenburg Ratios. See example Gas Ratios display on page 58.  Ratios: Trends any gas ratios that have been set up for Transfix devices. You

can also add your own custom gas ratio. See Ratio Alarm Trending at page 61.

 Japanese ETRA Analysis: An alternative visualisation and diagnostic tool. Diagrams A & B are available. See ETRA Charts at page 64.

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Perception Desktop – User Guide 44 v1.00 2013-12-18  Duval’s Triangle: Describes how the concentrations of dissolved gases or free

gases may be interpreted to diagnose the condition of oil-filled electrical equipment in service and suggests future action. An example Duval’s Triangle

display is at page 62. You have the choice of 4 different formats of Duval’s triangle: Classic; LTC (oil filled) and Duval’s 4 & 5 low temperature triangles.  Models: Provide diagnostics using state of the art mathematical transformer

models based on IEEE or IEC standards. Calculated using monitored transformer characteristics taken by the Intellix MO150 and Hydran M2. See Models on page 65.

 Bushing Monitor: This tab is only activated for the Intellix BMT 300 device. It shows a polar plot of Bushing leakage current and phase angle. See Bushing Monitor Polar Charts on page 69. You can also switch to a Histogram view. This shows a histogram version of the polar plot to give the user an idea of the

measurement point densities on the graph. See Polar Plot Histogram on page 72.  Partial Discharge: This tab is only activated for the Intellix BMT 300 device. It

shows a polar plot of Partial Discharge. See Partial Discharge Polar Charts on page 75.

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Default Device Charts

When a new device is added to Perception Desktop, a default set of charts will be enabled when the device is selected in the asset explorer.

Tre nd s St at us Da ta Tab le TDC G Key Ga s Ga s Ratio Ratio s Duva l’s Triangle ET RA

Models _Bushing _Monit

or Partia l Discharge Transfix 1.6          Transfix 1.5         Taptrans          Dualtrans          Multitrans          Minitrans     Hydran M2     Intellix MO150     Transformer         Intellix BMT 300     

Table 2: Default Diagnostic Charts by Device Type

More trends can be added by the user, see the chapter entitled, “Create a New Chart” on page 48 below.

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Trend Chart

The trend chart is typical of all of the diagnostic charts. It can be configured to show groups of gasses or other available measured parameters, with multiple versions of the chart being open concurrently.

Figure 47: Dissolved Gas Trend Analysis Key to the Chart areas:

 - Select the date range for the X axis of the chart. Whenever you place your cursor within the grey plotting area, a vertical date line follows the cursor, with the precise date & time reported in the yellow box.

 - The Legend for the measured parameters. The value below each item is the value of the item at the yellow box date & time () time on the X axis. If the cursor is not within the plot area, then the values are as at the right hand end of the plot lines. To change the plotted colour of an item, a double left click on the legend colour launches a format dialog, as shown right.

 - The Y axis values for the selected item from the legend. Although all of the parameters are plotted, they have, by default, individual scales. Other      

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Perception Desktop – User Guide 47 v1.00 2013-12-18 scaling methods are selectable. See Change Y Scale Method on page 50 for full details.

 - The slider smoothes the trend lines, the left position (shown) has least smoothing. Sliding the control to the right introduces progressively more smoothing. This can be useful in removing spikes and revealing the general trend of the parameters.

If you right click when your cursor is within the plot area, an options menu is

displayed, as shown in Figure 48, to the right.

 Chart: changes the method of

scaling the Y axis. This is described in detail at Change Y Scale Method

on page 50.

 Auto scale returns the Y axis

scaling to default.

 Appearance alters the appearance

of details within the trend chart.

 Reset Zoom returns the trend plot

to display all points between the start and finish dates.

 View alters whether the legend is displayed or not.

 Annotations allow you to place notes on the trend chart. This is

described in detail at Add Annotations on page 51.

 Print prints the trend graph to your printer.

 Print Preview allows you to configure the print output and see the

effects before printing.

 Copy copies the trend chart to the Windows Clipboard, so that it can

be pasted into another application, for instance a document.

 Save creates a “png” image of the trend chart that can be saved as a

picture.

 Add/Remove Measurement Points allows you to select/deselect

which parameters form those available are plotted on the trend graph. See Add Measurements to the Chart on page 49 for details. Tip: You can zoom into part of a plot, an example is shown in Figure 49

overleaf. Place the cursor in the grey plotting area at the top left X-Y position of the desired zoom area. Then left click and drag your mouse to the bottom right of the desired zoom area (as illustrated by the red

arrow). When you release the mouse button, the plot range will be zoomed in.

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Perception Desktop – User Guide 48 v1.00 2013-12-18 Figure 49: Zooming in Plot Area

The zoom can be reversed by left clicking and dragging back in the opposite direction to the red arrow.

It can also be reset by right click the mouse and selecting the “Reset Zoom” option, which is the 4th option from the top in the menu shown in Figure 48.

Create a new Trend Chart

To open a new trend, under the “View” menu, select “New” and then the type of new chart, for this example it will be a new “Trend Chart”.

Figure 50: Open a new dissolved gas chart

This action opens a new blank trend chart that can be configured to display groups of measurements.

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Add Measurements to the Chart

To add measurements to a trend chart, right click anywhere within the trend chart tab, and select “Add/Remove Measurement Points”. Check the measurements to be trended in the chart, as shown in Figure 51 below.

Figure 51: Add measurements to the trend chart Notes:

 The measurement parameters offered are device specific: a Transfix will offer gas measurements; a Intellix BMT 300 will offer discharge and phase measurements.

 The Total Dissolved Combustible Gasses (TDCG) from the TDCG worksheet is one of the parameters available in a general trend graph.

Remove Measurements from the Chart

To remove measurements from a trend chart: right click anywhere within the trend chart tab, and then select “Add/Remove Measurement Points”. Uncheck the measurements to be removed from the chart, as shown in Figure 52 overleaf.

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Perception Desktop – User Guide 50 v1.00 2013-12-18 Figure 52: Remove measurements from the trend chart

Change Y Scale method

A number of Y scale methods are available for the trend chart. Right click the cursor anywhere within the trend chart, then select the “Chart” option from the menu. (This is the top item in the menu shown in Figure 52 above.) The options offered are:

 Common: All parameters are on a common Y scale. Small concentrations

will be squeezed together at the bottom of the chart.

 Individual: The default method. Each parameter is plotted with its own

vertical scale, which gives some vertical separation to the trend lines. The parameter selected from the legend then has its Y scale indicated on the Y axis.

 Log: All items plotted together, but the Y axis is logarithmic. This

separates out the parameters at the lower end of the chart, but will have the effect of squashing the high value parameters.

 Conditional: Only parameters that have alarmed during the selected

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Add Annotations

You can add annotations to a trend graph, see the sequence below.

Place the cursor at the position on the X axis (time) where you wish to place an annotation.

Note: the time repeater at the top of the graph that may assist in accurate placement of the annotation. See Figure 55.

Right click and select Annotations > New. See figure

Enter the desired text in the text box that appears on the X axis. Figure 55

Click outside the text box when finished to commit text. See Figure 55

Other controls:

The annotations can be hidden by right click then Annotations > Hide All.

Hidden annotations can be revealed by right click then Annotations > Show All.

An individual annotation can be edited or deleted by right clicking whilst the cursor is within the annotation text box. You are then offered the choices of Edit or Delete

Note: When used in conjunction with Perception Server, annotations created will appear on the trend chart of the device on all connected Perception Desktop clients.

Figure 53: Annotations

Figure 54: Adding Annotations

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Rename a Chart

To rename a trend chart, right click on the trend chart tab itself, and then select “Rename”, as shown below in Figure 56 .

Figure 56: Rename the trend chart

Status Tab

The Status Tab shows the latest downloaded parameter values and is the

suggested view to start with when investigating an alarm occurrence. The alarming parameters are highlighted with the latest downloaded data date. An example is shown below at Figure 57.

Figure 57: The Device Status Tab

The” High-High” and “Low-Low” alarms are highlighted in red, the “High” and “Low” alarms in amber. The ROC column indicates whether a Rate of Change alarm

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Perception Desktop – User Guide 53 v1.00 2013-12-18 has been set for that item. If the ROC alarm is activated, the Status column will show “ROC”.

Ratio alarm measurement points are also displayed if they are configured on the device.

Data Table Tab

The Data Table Tab lists the data that has been received between the main data range that has been selected. You can add and remove the measurements by right clicking within the display area, as shown in Figure 58, below.

Figure 58: Data Table - Add Parameters The selected parameters are displayed in one of 5 colours:

 White: Data sample normal.

 Amber: Data sample caution (ie has exceeded a high or low threshold).  Red: Data sample is Alarming (ie has exceeded a high-high or low-low

threshold).

 Pink: Uncertainty in the measurement accuracy.  Blue: Data sample is considered to be in error. Examples are shown in Figure 59 on the next page.

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Perception Desktop – User Guide 54 v1.00 2013-12-18 Figure 59: Data Sample Colours

Rate of Change Alarm

The Rate of Change Alarm is designed to alert the user if there is a gradual change in the gas levels of the Transformer over a set period of time. The user will receive notification in the Status worksheet.

When used in conjunction with Perception Server with e-mail notification

configured, an alarm notification email, (see page 36 for how to set it up), similar to that shown in Figure 60 below will be sent to the designated recipients.

Figure 60: Example Rate of Change Alert Email

To set up the ROC limits, launch the device setup option from the asset explorer. In the Alarms tab, you can set the maximum Rate of Change in ppm/hours for Caution and Alarm; see the example at Figure 61 overleaf.

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Perception Desktop – User Guide 55 v1.00 2013-12-18 Figure 61: ROC Settings in TransConnect

The ROC time window measurement unit is days and the default is one hour, as shown in the “ROC Time Window” field, highlighted above. The minimum number of samples within the time window used to calculate the ROC is set in the “ROC

Minimum Samples” field. If you set the number to >1, then an isolated

measurement should not trigger the ROC alarm, it will take a more persistent change to trigger the alarm.

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Total Dissolved Combustible Gases (TDCG) Chart

The Total Dissolved Combustible Gases (TDCG) Chart is a pre-set chart, which has very similar controls as the basic Dissolved Gas Trend Analysis chart discussed above. The key differences are:

 It is a pre-set chart; you cannot change the selection of the gasses.  The values are stacked upon each other, so that you can see the relative

proportions of each gas.

 The “Change Compartment” option in the right-click menu allows to you to change the phase/compartment of the device being displayed.

Note: Once you have settled on your selection of parameters, it is suggested that you rename the chart to indicate which

compartment/phase is being displayed.

Figure 62: TDCG Chart

By scanning left and right, you can home in on spikes or adverse trends in the total gas concentrations.

Tip: Use this graph to find the date range of interest. If you then set the “From” and “To” dates in this view; they get carried over to the other views, so that they are all displaying the same peaks.

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Key Gas

The Key Gas tab compares the concentrations of key gasses against thresholds for 4 deterioration conditions:

 Arcing from load current.  Corona, Partial discharge.  Overheated oil.

 Overheated paper.

See the example at Figure 63 below.