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Author: TE

Issue: 6/A

Date: 18/04/2006

Part Number: TE200147

Copyright: Trend Control Systems Limited

Horsham, W. Sussex

All rights reserved. This manual contains proprietary information that is protected by copyright. No part of this manual may be reproduced, transcribed, stored in a retrieval system, translated into any language or computer language, or transmitted in any form whatsoever without the prior consent of the publisher.

Manufactured for and on behalf of the Environmental and Combustion Controls Division of Honeywell Technologies Sàrl, Ecublens, Route du Bois 37, Switzerland by its Authorized Representative, Trend Control Systems Limited

For information contact:

Trend Control Systems Limited P.O. Box 34

Horsham

W. Sussex RH12 2YF

NOTICE: Trend Control Systems Limited makes no representations or warranties of any kind whatsoever with respect to the contents hereof and specifically disclaims any implied warranties of merchantability or fitness for any particular purpose. Trend Control Systems Limited shall not be liable for any errors contained herein or for incidental or consequential damages in connection with the furnishing, performance or use of this material. Trend Control Systems Limited reserves the right to revise this publication from time to time and make changes in the content hereof without obligation to notify any person of such revisions or changes.

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TABLE OF CONTENTS

1 ABOUT THIS MANUAL... 15

1.1 Conventions Used in this Manual ... 16

1.2 Contacting Trend ... 16

2 ABOUT SET... 17

2.1 What's New in Version 6.0 ... 17

2.2 Compatibility ... 18

2.3 The SET Window ... 19

2.3.1 Display Area... 19 2.3.2 Item Selector ... 20 2.3.3 Menu Bar... 20 2.3.4 Project View... 20 2.3.5 Search Library... 20 2.3.6 Status Bar ... 21 2.3.7 Strategy Library ... 21 2.3.8 System View ... 22 2.3.9 Toolbars ... 25 3 INSTALLATION... 27 3.1 Install SET ... 27

3.1.1 Install the Software ... 27

3.1.2 Licence SET... 28

3.1.3 Customise SET... 29

3.1.4 Connect to the IQ Network ... 29

3.2 Upgrade from a Previous Version... 29

3.3 Update the Licence ... 30

4 CONNECT TO THE IQ NETWORK... 31

4.1 Connect over Ethernet... 31

4.2 Connect using a Controller or Node Controller ... 32

4.3 Connect using a SANC ... 33

5 CUSTOMISE TOOLSET ... 35

5.1 Disable Users ... 35

5.2 Specify Comms Connections... 35

5.2.1 Set up the CNC Tab ... 36

5.2.2 Set up the Autodialling Tab ... 37

5.2.3 Set up the Messaging Tab ... 38

5.2.4 Delete a Comms Connection... 38

5.2.5 Edit a Comms Connection... 39

5.3 Specify the Loading and Saving of Site Data ... 39

5.4 Specify the Refresh Options ... 40

5.5 Specify Whether the Tracker Window is Displayed... 41

6 CUSTOMISE SET... 43

6.1 Disable the Controller and Identifier Check ... 43

6.2 Set up Default Labels... 44

6.3 Set up the Sensor Library... 44

6.3.1 Delete a Sensor Definition from the Library... 46

6.3.2 Edit a Sensor Definition ... 46

6.4 Set up the Strategy Library ... 47

6.4.1 Add a Strategy Block Group ... 47

6.4.2 Add a Strategy Block ... 48

6.4.3 Copy an Old Strategy Block to the Custom Library ... 49

6.4.4 Delete a Strategy Block... 49

6.4.5 Delete a Strategy Block Group... 50

6.4.6 Edit Strategy Block Strategy ... 50

6.4.7 Edit Strategy Block Properties ... 50

6.4.8 Rename a Strategy Block Group ... 50

6.4.9 Set up Strategy Block Page Details... 50

6.5 Set up Users ... 51

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6.7 Specify Company Information ... 53

6.8 Specify File Backup Options... 54

6.9 Specify Module Tracking ... 55

6.10 Specify the Default Comms Connection... 55

6.11 Specify the Default Display Language ... 56

6.12 Specify the Default Display Options ... 56

6.13 Specify the Default Print Options ... 57

6.14 Specify the Gap in the Sequence Table Between Pages ... 57

6.15 Specify the Toolbar Theme... 58

6.16 Specify IQ3 Directory Module Parameter Defaults... 58

6.17 Specify IQ3 Display Module Parameter Defaults... 59

6.18 Specify the Printer ... 60

6.19 Specify Where Strategy Blocks are Stored ... 60

6.20 Specify Where Projects are Stored ... 61

6.21 Specify Module Prompts ... 62

6.22 Specify Which Toolbars Are Displayed ... 62

6.23 Turn Auto Routing ON/OFF... 62

6.24 Turn Module Tool Tips ON/OFF ... 62

6.25 Turn Tip of the Day ON/OFF ... 63

7 IQ3 QUICK TOURS ... 65

7.1 Quick Tour 1 - The Basics... 65

7.1.1 Lesson 1 - Starting SET ... 66

7.1.2 Lesson 1 - Creating a New SET Project ... 67

7.1.3 Lesson 1 - Understanding the SET Window... 68

7.1.4 Lesson 2 - Adding a Lan... 68

7.1.5 Lesson 2 - Adding an IQ Controller... 69

7.1.6 Lesson 2 - Setting Up the Address Module ... 70

7.1.7 Lesson 2 - Setting Up the Network Module... 71

7.1.8 Lesson 2 - Setting Up the Sensor Type Modules... 72

7.1.9 Lesson 3 - Setting Up I/O Modules ... 73

7.1.10 Lesson 3 - Adding Modules to the Strategy... 73

7.1.11 Lesson 3 - Moving Modules ... 75

7.1.12 Lesson 3 - Editing Modules ... 76

7.1.13 Lesson 3 - Linking Modules ... 77

7.1.14 Lesson 3 - Adding Pages... 77

7.1.15 Lesson 4 - Defining the Strategy’s Issue... 79

7.1.16 Lesson 4 - Print Project Documentation ... 79

7.1.17 Lesson 5 - Creating an IQ3 File ... 79

7.2 Quick Tour 2 - Beyond Basics... 80

7.2.1 Lesson 1 - Loading an Existing Project ... 81

7.2.2 Lesson 1 - Linking Between Pages ... 82

7.2.3 Lesson 1 - Linking to a Specific Value... 83

7.2.4 Lesson 2 - Adding Text to a Page ... 83

7.2.5 Lesson 2 - Using TO Connectives ... 84

7.2.6 Lesson 3 - Principles of Display and Directory Modules ... 84

7.2.7 Lesson 3 - Adding Directory Modules... 85

7.2.8 Lesson 3 - Adding Dynamic Display Modules ... 86

7.2.9 Lesson 3 - Adding Static Display Modules... 86

7.2.10 Lesson 3 - Setting up Graphical Display Pages (Backdrops)... 87

7.2.11 Lesson 3 - Setting up Graphical Display Pages (Moving Items) ... 88

7.2.12 Lesson 3 - Setting up Graphical Display Pages (Linking Pages)... 88

7.2.13 Lesson 4 - Changing a Module’s Sequence Step ... 89

7.2.14 Lesson 4 - Event Driven Strategy ... 89

7.2.15 Lesson 5 - Principles of Using Strategy Blocks... 90

7.2.16 Lesson 5 - Using Strategy Blocks ... 90

7.3 Quick Tour 3 - Making SET Work for You ... 92

7.3.1 Lesson 1 - What is Backwards Engineering?... 92

7.3.2 Lesson 1 - Uploading the Strategy in the Required Format ... 92

7.3.3 Lesson 1 - Importing an IQ3 File... 92

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7.3.6 Lesson 3 - Adding a Sensor Definition to the Library ... 96

7.3.7 Lesson 4 - The Command Line Toolbar... 97

7.3.8 Lesson 4 - Using the Command Line Toolbar to Find Modules ... 97

7.3.9 Lesson 4 - Using the Command Line Toolbar to Add Modules... 97

7.3.10 Lesson 5 - Comparing Two Strategies ... 97

8 ENGINEER IQ CONTROLLERS ... 99

8.1 Plan the System... 99

8.2 Specify the SET Project ... 99

8.2.1 Create a Project ... 99

8.2.2 Open a Project ... 100

8.2.3 Import a Project... 100

8.2.4 Edit Project Details ... 101

8.2.5 Set up the Project's Remote Devices ... 102

8.2.6 Delete a SET Project ... 102

8.3 Create the Controllers ... 102

8.3.1 Add a Lan... 103

8.3.2 Add Controllers... 103

8.4 Configure the Controller Strategy... 105

8.4.1 Configure a Pre IQ3 Controller ... 105

8.4.2 Configure an IQ3/XNC ... 106

8.4.3 Set up the Address Module ... 107

8.4.4 Set up the IP Network Module... 108

8.4.5 Set up Sensor Type Modules... 109

8.4.6 Configure ADL Support... 111

8.4.7 Configure XNC Support for IQ2 Controllers... 112

8.4.8 Set up the XNC Interface Module... 114

8.4.9 Add Modules to a Strategy Page ... 117

8.4.10 Move Modules ... 119

8.4.11 Link the Modules ... 119

8.4.12 Set up the Alarm Handling Strategy... 122

8.4.13 Set up I/O Modules ... 125

8.4.14 Edit Modules ... 127

8.4.15 Set up the Sequence Table ... 129

8.4.16 Set up Event Driven Strategy ... 131

8.4.17 Set up Fast Sequencing ... 131

8.4.18 Set up the Controllers Normal Occupation Times... 132

8.4.19 Set up Exceptions... 133

8.4.20 Set up IC Comms ... 134

8.4.21 Set up Controller Security ... 135

8.4.22 Set up Display and Directory Modules ... 137

8.4.23 Set up Graphical Display Pages ... 145

8.5 Add Graphics and Text to Strategy Pages... 146

8.5.1 Add Text to Strategy Pages... 146

8.5.2 Delete Text and Graphics from a Strategy Page... 147

8.5.3 Move Text and Lines on a Strategy Page... 147

8.6 Test the Strategy ... 147

8.7 Download Strategy to the Controller ... 147

8.7.1 Download Strategy Using SET ... 147

8.7.2 Download Strategy Using Another Tool... 149

8.8 Issue Project Documentation ... 149

8.8.1 Define a Strategy's Issue ... 149

8.8.2 Specify the Notes Printed on the Front Page... 150

8.8.3 Print Project Overview... 150

8.8.4 Print Project Documentation ... 151

8.9 Backup the Project ... 152

9 COMPARING STRATEGIES... 153

9.1 Compare Single Strategies... 153

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12 GENERAL OPERATIONS ... 161

12.1 Add a Connective to Alarm Status Information... 162

12.2 Add a Connective to System Information... 163

12.3 Add a Connective ... 164

12.4 Add a Module Using the Command Line Toolbar... 165

12.5 Add a Strategy Page... 166

12.6 Add a To Connective ... 166

12.7 Add an Undefined Connective to a Module... 166

12.8 Add an Undefined Connective to a Node ... 167

12.9 Add Unplaced Modules to a Strategy Page ... 167

12.10 Authorise a TCL Application... 168

12.11 Change a Controller’s Type... 169

12.12 Change a Node’s Value ... 170

12.13 Close a Project ... 170

12.14 Close a Strategy Page ... 170

12.15 Convert an IQ2 Strategy to an IQ3 Strategy ... 170

12.16 Copy a Strategy Page... 172

12.17 Copy a Controller ... 172

12.18 Copy and Paste Modules... 173

12.19 Create an IQ2 File... 173

12.20 Create an IQ3 File... 173

12.21 Create an LDF File ... 174

12.22 Create Multiple Data Files... 174

12.23 Create Plant Directories ... 175

12.24 Define an Undefined Connective's Destination ... 175

12.25 Delete a Connective ... 176

12.26 Delete a Controller... 177

12.27 Delete a Link... 177

12.28 Delete a Plant Directory... 177

12.29 Delete a Strategy Page ... 177

12.30 Delete Modules... 177

12.31 Disable a Module... 177

12.32 Display Information about Autodialing Devices ... 178

12.33 Display IQ System Communications Information... 178

12.34 Display Keyboard Short Cuts ... 179

12.35 Display the Item Selector... 179

12.36 Display the Strategy Library... 179

12.37 Display the System View... 179

12.38 Display the Tracker View ... 180

12.39 Display the Tip of the Day... 180

12.40 Dock Panes ... 180

12.41 Download a Single Page of Strategy ... 180

12.42 Download a TCL Application... 181

12.43 Edit Controller Details ... 182

12.44 Enter Configuration Mode on Pre IQ3 Controllers... 183

12.45 Export Data to 963... 184

12.46 Export Data to IP Tool... 184

12.47 Find a Module... 185

12.48 Find and Replace Labels... 185

12.49 Find Fixed System Nodes ... 186

12.50 Find Where a Node is Used ... 188

12.51 Find where a Sequence Step is Used ... 189

12.52 Go to a Strategy Page... 189

12.53 Import a Backdrop File ... 190

12.54 Import an ACE File ... 191

12.55 Import an IQ2 File ... 191

12.56 Import an IQ3 File ... 192

12.57 Move Panes... 192

12.58 Perform a SET Command Using the Command Line Toolbar ... 193

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12.61 Print a Single Page of Strategy... 194

12.62 Redraw the Screen... 194

12.63 Rename a Plant Directory ... 194

12.64 Resize Panes... 194

12.65 Run SET... 195

12.66 Select Modules... 196

12.67 Set up Page Details... 196

12.68 Set up the Site Codes... 197

12.69 Specify the Next Module Number... 197

12.70 Specify the Position of the Next Window ... 198

12.71 Specify Which Configuration Parameters are Displayed ... 198

12.72 Turn the Status Bar ON/OFF ... 198

12.73 Undo the Last Action ... 198

12.74 Upload Strategy from an IQ Controller... 198

12.75 View Device Details ... 200

12.76 View Lan Details... 200

12.77 View Page Details ... 201

12.78 View Project Details ... 201

12.79 View Strategy Block Details ... 201

12.80 View Strategy Issues ... 202

12.81 View the Next Module List... 202

12.82 Zoom IN/OUT... 203

13 BROWSING THE IQ SYSTEM... 205

13.1 Basic Browsing ... 205

13.1.1 Run SET and Display the System View... 205

13.1.2 Navigate the System... 207

13.1.3 Run a ToolSET Applet... 208

13.1.4 Refresh the System View ... 208

13.1.5 Set up the System View ... 209

13.1.6 Specify the Current User Role... 214

13.2 Display a List of Objects... 214

13.2.1 Display a List of Device Contents... 214

13.2.2 Display a List of Devices on a Lan ... 215

13.2.3 Display a List of Internetwork Devices... 215

13.2.4 Display a List of Module Parameters ... 216

13.2.5 Display a List of Modules ... 217

13.2.6 Display a List of the Site Content ... 217

13.3 Display Graphs... 218

13.3.1 Display a Chart... 218

13.3.2 Display a Compact Graph ... 218

13.3.3 Display a Precision Graph... 218

13.4 Display Properties ... 219

13.4.1 Display Device Properties... 219

13.4.2 Display Module Properties... 220

13.4.3 Display Parameter Properties ... 220

13.4.4 Display Site Properties ... 220

13.5 Enter Configuration Mode on a Device ... 221

13.6 Map the System... 221

13.7 Send a Text Comms Message ... 222

13.8 View Alarms ... 223

13.8.1 View Current Alarms ... 223

13.8.2 View Historic Alarms... 223

13.8.3 View Incoming Alarms ... 223

13.9 View an IQ3 Controller’s Web Pages ... 224

13.10 Upload/Download Strategy... 224

13.10.1 Download a Single Strategy to Multiple Controllers ... 224

13.10.2 Download Different Strategies to Multiple Controllers ... 226

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A1 APPENDIX 1 IQ2 MODULES... 233

A1.1 IQ2 Address Module... 233

A1.2 IQ2 Alarm Destination Modules... 235

A1.3 IQ2 Alarm Group Modules... 235

A1.4 IQ2 Alarm Route Modules ... 236

A1.5 IQ2 Autodial Modules ... 236

A1.6 IQ2 Comport Modules ... 236

A1.7 IQ2 Critical Alarm Modules ... 237

A1.8 IQ2 Directory Modules... 237

A1.9 IQ2 Display Modules... 238

A1.10 IQ2 Driver Modules... 238

A1.10.1 IQ2 Analogue Driver Modules ... 238

A1.10.2 IQ2 Binary Switch Driver Modules ... 239

A1.10.3 IQ2 Digital Driver Modules... 240

A1.10.4 IQ2 Raise/Lower Continuous Driver Modules ... 240

A1.10.5 IQ2 Raise/Lower End Driver Modules ... 242

A1.10.6 IQ2 Time Proportional Driver Modules... 243

A1.10.7 IQ2 Time Proportional + O/R Driver Modules... 244

A1.11 IQ2 Function Modules ... 245

A1.11.1 IQ2 ABS Function Modules ... 245

A1.11.2 IQ2 Add Function Modules ... 245

A1.11.3 IQ2 Adder/Scaler Function Modules ... 246

A1.11.4 IQ2 Analogue to Digital Function Modules... 246

A1.11.5 IQ2 Average Function Modules... 247

A1.11.6 IQ2 Comparator Function Modules ... 247

A1.11.7 IQ2 Divide Function Modules ... 248

A1.11.8 IQ2 Enthalpy Function Modules... 248

A1.11.9 IQ2 Filter Function Modules ... 248

A1.11.10 IQ2 Gate Function Modules ... 249

A1.11.11 IQ2 Hysteresis Band Function Modules... 249

A1.11.12 IQ2 Hysteresis Limits Function Modules... 249

A1.11.13 IQ2 Limit at Function Modules ... 250

A1.11.14 IQ2 Limit to Function Modules... 250

A1.11.15 IQ2 Log Function Modules ... 250

A1.11.16 IQ2 Lookup Function Modules ... 251

A1.11.17 IQ2 Maximum Function Modules ... 251

A1.11.18 IQ2 Minimum Function Modules... 251

A1.11.19 IQ2 Multiply Function Modules... 252

A1.11.20 IQ2 Power Function Modules... 252

A1.11.21 IQ2 Proximity Function Modules... 252

A1.11.22 IQ2 Rescale from Function Modules... 253

A1.11.23 IQ2 Rescale to Function Modules ... 253

A1.11.24 IQ2 Square Root Function Modules ... 253

A1.11.25 IQ2 TRIG Function Modules ... 254

A1.11.26 IQ2 TRUNC Function Modules ... 254

A1.12 IQ2 IC Comms Modules... 254

A1.12.1 IQ2 Average IC Comms Modules ... 254

A1.12.2 IQ2 Data From IC Comms Modules... 255

A1.12.3 IQ2 Data To IC Comms Modules ... 255

A1.12.4 IQ2 Global To IC Comms Modules... 256

A1.12.5 IQ2 Maximum IC Comms Modules ... 257

A1.12.6 IQ2 Minimum IC Comms Modules ... 257

A1.12.7 IQ2 Sum IC Comms Modules... 258

A1.13 IQ2 Input Modules... 258

A1.13.1 IQ2 Adjustment Knob Modules... 258

A1.13.2 IQ2 Digital Input Modules... 259

A1.13.3 IQ2 External Digital Sensor Modules... 259

A1.13.4 IQ2 External Sensor Modules... 260

A1.13.5 IQ2 Internal Digital Sensor Modules ... 261

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A1.13.8 IQ2 Switch Modules... 262

A1.14 IQ2 Logic Modules ... 263

A1.14.1 IQ2 Combination Logic Modules... 263

A1.14.2 IQ2 Counter Logic Modules... 263

A1.14.3 IQ2 Delay Logic Modules... 264

A1.14.4 IQ2 D to A Logic Modules ... 264

A1.14.5 IQ2 Fan Out Logic Modules ... 265

A1.14.6 IQ2 Hours Run Logic Modules ... 265

A1.14.7 IQ2 Readback Logic Modules... 266

A1.14.8 IQ2 Timer Logic Modules... 266

A1.15 IQ2 Loop Modules ... 267

A1.16 IQ2 Modem Modules ... 268

A1.17 IQ2 OSS Modules ... 268

A1.18 IQ2 Page Modules... 270

A1.19 IQ2 Plot Modules ... 270

A1.20 IQ2 Record Modules ... 270

A1.21 IQ2 Schedule Modules... 271

A1.22 IQ2 Sensor Type Modules... 272

A1.23 IQ2 Store Modules ... 274

A1.24 IQ2 Time Modules ... 274

A1.25 IQ2 User Modules... 274

A1.26 IQ2 Zone Modules ... 275

A2 APPENDIX 2 IQ3 MODULES ... 277

A2.1 IQ3 Address Modules ... 279

A2.1.1 IQ3 v1.3 or Greater Address Modules ... 279

A2.1.2 IQ3 Pre v1.3 Address Modules ... 281

A2.2 IQ3 Alarm Destination Modules ... 284

A2.3 IQ3 Alarm Group Modules ... 286

A2.4 IQ3 Alarm Route Modules... 286

A2.5 IQ3 Directory Modules ... 286

A2.6 IQ3 Display Modules ... 287

A2.6.1 IQ3 Dynamic Display Modules... 287

A2.6.2 IQ3 Static Display Modules ... 288

A2.7 IQ3 Driver Modules ... 290

A2.7.1 IQ3 Analogue Driver Modules... 290

A2.7.2 IQ3 Binary Switch Driver Modules ... 291

A2.7.3 IQ3 Digital Driver Modules ... 293

A2.7.4 IQ3 Raise/Lower Continuous Driver Modules... 295

A2.7.5 IQ3 Raise/Lower End Driver Modules... 297

A2.7.6 IQ3 Time Proportional Driver Modules ... 299

A2.7.7 IQ3 Time Proportional + O/R Driver Modules ... 301

A2.8 IQ3 Function Modules ... 303

A2.8.1 IQ3 ABS Function Modules... 303

A2.8.2 IQ3 Add Function Modules... 304

A2.8.3 IQ3 Adder/Scaler Function Modules... 304

A2.8.4 IQ3 Analogue to Digital Function Modules... 305

A2.8.5 IQ3 Average Function Modules ... 306

A2.8.6 IQ3 Comparator Function Modules ... 306

A2.8.7 IQ3 Divide Function Modules... 307

A2.8.8 IQ3 Enthalpy Function Modules ... 307

A2.8.9 IQ3 Filter Function Modules... 308

A2.8.10 IQ3 Gate Function Modules... 308

A2.8.11 IQ3 Hysteresis Band Function Modules... 309

A2.8.12 IQ3 Hysteresis Limits Function Modules... 309

A2.8.13 IQ3 Limit at Function Modules... 310

A2.8.14 IQ3 Limit to Function Modules... 310

A2.8.15 IQ3 Log Function Modules ... 311

(10)

A2.8.20 IQ3 Power Function Modules... 313

A2.8.21 IQ3 Proximity Function Modules ... 314

A2.8.22 IQ3 Rescale from Function Modules ... 314

A2.8.23 IQ3 Rescale to Function Modules... 315

A2.8.24 IQ3 Square Root Function Modules ... 315

A2.8.25 IQ3 TRIG Function Modules... 316

A2.8.26 IQ3 TRUNC Function Modules... 316

A2.9 IQ3 I/O Modules... 317

A2.10 IQ3 IC Comms Modules... 317

A2.10.1 IQ3 Average IC Comms Modules ... 317

A2.10.2 IQ3 Data To IC Comms Modules ... 318

A2.10.3 IQ3 Global To IC Comms Modules... 319

A2.10.4 IQ3 Maximum IC Comms Modules ... 319

A2.10.5 IQ3 Minimum IC Comms Modules ... 320

A2.10.6 IQ3 Sum IC Comms Modules... 321

A2.11 IQ3 Input Modules... 321

A2.11.1 IQ3 Analogue Node Modules ... 321

A2.11.2 IQ3 Digital Byte Modules... 322

A2.11.3 IQ3 External Digital Input Modules ... 323

A2.11.4 IQ3 External Digital Sensor Modules... 324

A2.11.5 IQ3 External Sensor Modules... 324

A2.11.6 IQ3 Internal Digital Input Modules ... 326

A2.11.7 IQ3 Internal Digital Sensor Modules ... 327

A2.11.8 IQ3 Internal Sensor Modules ... 327

A2.11.9 IQ3 Knob Modules ... 329

A2.11.10 IQ3 Switch Modules... 329

A2.12 IQ3 Logic Modules... 330

A2.12.1 IQ3 Combination Logic Modules ... 330

A2.12.2 IQ3 Counter Logic Modules ... 331

A2.12.3 IQ3 Delay Logic Modules ... 331

A2.12.4 IQ3 D to A Logic Modules ... 332

A2.12.5 IQ3 Fan Out Logic Modules ... 333

A2.12.6 IQ3 Hours Run Logic Modules... 334

A2.12.7 IQ3 Readback Logic Modules ... 334

A2.12.8 IQ3 Timer Logic Modules ... 335

A2.13 IQ3 Loop Modules... 336

A2.14 IQ3 Network Modules ... 337

A2.14.1 IQ3 IP Network Modules... 337

A2.14.2 IQ3 Lan Network Modules ... 338

A2.15 IQ3 OSS Modules... 339

A2.16 IQ3 Page Modules ... 340

A2.17 IQ3 Plot Modules... 341

A2.18 IQ3 Schedule Modules... 341

A2.19 IQ3 Sensor Type Modules ... 342

A2.20 IQ3 Time Modules... 343

A2.21 IQ3 User Modules... 344

A2.21.1 IQ3 v1.3 or Greater User Modules... 344

A2.21.2 IQ3 Pre v1.3 User Modules ... 346

A2.22 IQ3 Virtual CNC Modules... 347

A2.23 IQ3 XNC Interface Modules... 348

A2.24 IQ3 Zone Modules... 349

A3 APPENDIX 3 MENU COMMANDS ... 351

A3.1 Comms Menu... 351

A3.1.1 Comms>Config... 351

A3.1.2 Comms>Download ... 351

A3.1.3 Comms>Download this page... 351

A3.1.4 Comms>Live Edit... 351

A3.1.5 Comms>Live Values ... 351

A3.1.6 Comms>Upload... 351

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A3.2.2 Device>Autodial Module... 352

A3.2.3 Device>Comports ... 352

A3.2.4 Device>Device Details... 352

A3.2.5 Device>I/O Setup... 352

A3.2.6 Device>Issue Details... 352

A3.2.7 Device>Modem Module ... 352

A3.2.8 Device>Network Module... 352

A3.2.9 Device>Notes... 352

A3.2.10 Device>Record Module ... 352

A3.2.11 Device>Re-Enable All Modules ... 352

A3.2.12 Device>Sensor Types... 352

A3.2.13 Device>Store Modules... 352

A3.3 Edit Menu... 352

A3.3.1 Edit>Auto Routing ... 353

A3.3.2 Edit>Copy ... 353

A3.3.3 Edit>Cut ... 353

A3.3.4 Edit>Delete Page... 353

A3.3.5 Edit>Insert Page ... 353

A3.3.6 Edit>Paste ... 353

A3.3.7 Edit>Undo Last ... 353

A3.4 File Menu ... 353

A3.4.1 File>Close SET Project... 353

A3.4.2 File>Close Strategy... 353

A3.4.3 File>Compare>IQ2 (V2>) ... 353

A3.4.4 File>Compare>IQ3 ... 353

A3.4.5 File>Compare>SCN... 353

A3.4.6 File>Exit... 354

A3.4.7 File>Open Project /New Project... 354

A3.4.8 File>Print ... 354

A3.4.9 File>Print Overview... 354

A3.4.10 File>Print Setup ... 354

A3.5 Help Menu... 354

A3.5.1 Help>About SET... 354

A3.5.2 Help>Help Topics ... 354

A3.5.3 Help>Getting Help ... 354

A3.5.4 Help>Learning SET>IQ3 Tour 1 ... 354

A3.5.5 Help>Learning SET>IQ3 Tour 2 ... 354

A3.5.6 Help>Learning SET>IQ3 Tour 3 ... 355

A3.5.7 Help>Tip of Day ... 355

A3.6 Project Menu ... 355

A3.6.1 Project>Create Data Files... 355

A3.6.2 Project>Export Project Data to 963 v1.2... 355

A3.6.3 Project>Export Project Data to 963 v2... 355

A3.6.4 Project>Import ACE File ... 355

A3.6.5 Project>Import Backdrop File... 355

A3.6.6 Project>Import IQ2 File (V2.1> Firmware Only)... 355

A3.6.7 Project>Import IQ3 File ... 355

A3.6.8 Project>Project Details... 355

A3.6.9 Project>Project Compare ... 355

A3.6.10 Project>Site(s)... 355

A3.7 Strategy Menu ... 356

A3.7.1 Strategy>Create LDF File ... 356

A3.7.2 Strategy>Create IQ2 File ... 356

A3.7.3 Strategy>Create IQ3 File ... 356

A3.8 Tools Menu ... 356

A3.8.1 Tools>Command Line... 356

A3.8.2 Tools>Display and Directory Setup ... 356

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A3.8.7 Tools>Monitor Incoming Alarms ... 357

A3.8.8 Tools>SDU Tool... 357

A3.8.9 Tools>Sequence Steps>Free... 357

A3.8.10 Tools>Sequence Steps>Insert... 357

A3.8.11 Tools>Sequence Steps>Move... 357

A3.8.12 Tools>Sequence Steps>Skip... 357

A3.8.13 Tools>SET Options ... 357

A3.8.14 Tools>ToolSET Options... 357

A3.8.15 Tools>Trend-IP Tool ... 357

A3.8.16 Tools>Unlock XNC Application ... 357

A3.8.17 Tools>Unplaced Modules... 357

A3.8.18 Tools>User Role ... 357

A3.9 View Menu ... 358

A3.9.1 View Alarms ... 358

A3.9.2 View>Command Line... 358

A3.9.3 View>Comms ... 358

A3.9.4 View>Draw Tool ... 358

A3.9.5 View>Drivers ... 359

A3.9.6 View>Full Screen ... 359

A3.9.7 View>Functions... 359 A3.9.8 View>Functions 2... 359 A3.9.9 View>ICComms ... 359 A3.9.10 View>Inputs ... 359 A3.9.11 View>Logics... 359 A3.9.12 View>Other ... 359 A3.9.13 View>Pointers ... 359

A3.9.14 View>Project View... 359

A3.9.15 View>SET Tools ... 359

A3.9.16 View>Sequence ... 359

A3.9.17 View>Standard ... 359

A3.9.18 View>Status Bar ... 359

A3.9.19 View>Strategy Library ... 359

A3.9.20 View>System View ... 359

A3.9.21 View>Theme>Grippered ... 359

A3.9.22 View>Theme>Office 2003 ... 359

A3.9.23 View>Theme>Office XP... 359

A3.9.24 View>Theme>Win XP Theme ... 359

A3.9.25 View>Theme>Visio 2003... 359

A3.9.26 View>Tracker View ... 360

A3.9.27 View>Window Position... 360

A3.9.28 View>Zoom 25%... 360 A3.9.29 View>Zoom 50%... 360 A3.9.30 View>Zoom 75%... 360 A3.9.31 View>Zoom 100%... 360 A3.9.32 View>Zoom 150%... 360 A3.9.33 View>Zoom 200%... 360 A3.9.34 View>Zoom 300%... 360

A3.9.35 View>Zoom Window ... 360

A3.10 Window Menu ... 360

A3.10.1 Window>Cascade ... 360

A3.10.2 Window>Tile Horizontally... 360

A3.10.3 Window>Tile Vertically ... 360

A3.10.4 Window>More Windows... 361

A4 APPENDIX 4 COMMAND LINE COMMANDS ... 363

A5 APPENDIX 5 TOOLBARS ... 367

A5.1 Alarms Toolbar... 367

A5.2 Command Line Toolbar... 367

A5.3 Comms Toolbar ... 367

A5.4 Draw Tools Toolbar... 368

A5.5 Drivers Toolbar... 368

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A5.7 Functions Toolbar ... 368

A5.8 ICComms Toolbar... 369

A5.9 Inputs Toolbar ... 369

A5.10 Logics Toolbar ... 370

A5.11 Other Toolbar... 370

A5.12 Pointers Toolbar... 370

A5.13 Sequence Toolbar... 371

A5.14 SET Tools Toolbar... 371

A5.15 Standard Toolbar... 371

A5.16 Window Position Toolbar ... 372

A6 APPENDIX 6 KEYBOARD SHORT CUTS ... 373

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1 ABOUT THIS MANUAL

This manual applies to the System Engineering Tool (SET) version 6.0. It is designed to help you become familiar with the principles of how to use SET to configure the strategies within IQ controllers. It is divided into several sections. It is assumed that the engineer has a good understanding of the IQ system, and IQ configuration, as well as building control.

About SET

This section describes SET.

Installation

This section describes how SET should be installed, and licenced.

Connect to the IQ Network

This section describes how to physically connect the PC running SET to the IQ network.

Customise ToolSET

This section describes the tasks necessary to define certain parameters relating to how SET works, known as ToolSET functions.

Customise SET

This section describes how to change SET’s preferences to suite your requirements. It describes tasks such as specifying company information, the location of project information, and strategy blocks, and other default settings.

IQ3 Quick Tours

This section shows you how to use SET to configure IQ controllers in three easy to follow tours. This is an important section for engineers new to SET. The lessons are designed to be followed in order, quickly teaching the basic principles.

Engineering IQ Controllers

This section describes the process that should be followed to engineer a complete IQ system from start to finish using SET. It describes the order in which each task should be carried out, and briefly explains how you should go about performing each individual task.

Comparing Strategies

This section describes how to use SET to compare strategies in IQ controllers with the strategy held by SET.

Commissioning with Live Values

This section describes how to use SET to commission controllers using live values.

Live Editing

This section describes how to use SET to edit a controller’s configuration parameters as the strategy is drawn.

General Operations

This section provides a description of how to perform general SET operations.

Browsing the IQ System

This section describes how to use SET to browse the IQ system to which it is connected, and perform certain tasks.

Other relevant documentation is:

Autodialling Reference Manual (90-1353) IQ Configuration Reference Manual (90-1533) IQ Controller Configuration Reference Card (91-1756) IQ Digital Analogue Array Reference Card (TB100522A) IQ241 Reference Card (TB103248)

IQ3 Web Enabled Controller Data Sheet (TA200505).

IQ3 Web Enabled Controller Installation Instructions (TG200626). Network Engineering Manual (92-1735)

SET Data Sheet (TA200131)

Sensor Scaling Reference Card (TB100521A) Strategy Symbols (91-1921)

Product Data Sheets

These documents are available in printed format, and in PDF format in the ‘Documentation’ directory (if you installed the documentation) as well as the Data CD-ROM.

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1.1 Conventions Used in this Manual

There are numerous items and instructions in this manual, the conventions below are designed to make it quick and easy to find and understand the information.

Menu commands are in bold type.

Buttons, and options in dialogue box that you need to select are in bold type. The names of text boxes and dialogue boxes are in bold type.

Key combinations that you should press appear in normal type. If joined with a plus sign (+), press and hold the first key while you press the remaining one(s). For example CTRL+P indicates holding down the control key while pressing P.

Text you should enter is in Italic type.

1.2 Contacting

Trend

Head Office

Trend Control Systems Ltd PO Box 34 Horsham Sussex RH12 2YF England Tel: +44 (0) 1403 211888 Fax: +44 (0) 1403 241608

Details of regional offices can be found on our Web site.

Internet

Our web site (www.trend-controls.com) provides information about our products and us.

Technical Support

Our Technical Support provides technical support during normal office hours. Before contacting them ensure that you have your Technical Support PIN number available. Without this we will be unable to provide you with full Technical Support.

Trend Control Systems Ltd. PO Box 34 Horsham Sussex RH12 2YF England Tel: +44 (0) 1403 226600 Email: trendts@trend-controls.com Fax: +44 (0) 1403 217392

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2 ABOUT SET

SET is a Windows based tool providing a graphical method of configuring the strategy within an IQ controller. It makes the task of engineering an IQ system very easy. Whether a site with large numbers of controllers covering a wide area, or a stand-alone controller, is being engineered, SET has the tools required to make life easier. It provides a powerful way to create IQ control strategies and support documentation. SET’s method of constructing strategies as strategy diagrams allows both configuration files (IQ3, LDF, IQ2) and printable documentation to be produced. Its graphical representation of the strategy makes the strategy easy to follow, and plant views allow the strategy to be selected by HVAC equipment rather than by controller. Common pieces of strategy can be stored, and used again and again, not only in one controller, but also in other controllers or projects, using the strategy block concept. SET understands controllers, automatically using standards for module inputs and outputs, automatically placing modules in the sequence table, and prompting for essential information. The use of projects means that all information relating to a particular site or job is automatically organised, saving time searching for the right file. The Project View provides a quick way of selecting the strategy for a particular controller. The Plant View enables modules used in the strategy relating to a particular piece of HVAC equipment to be grouped together. The Strategy Library contains reusable blocks of strategy.

During the creation of a strategy, SET keeps track of module number, and sequence steps used automatically assigning the next module and sequence step as modules are added. SET also uses the standard source and destinations for individual modules. These parameters can be manually adjusted, but normally this will not be necessary. SET also allows event driven strategy and fast sequencing of modules to be quickly set up. When defining the links between modules, SET uses its understanding of IQ system devices to determine whether the link is valid, if it is not, SET will not allow the link to be made.

The graphical representation of the strategy, used when creating and editing, consists of strategy pages. Strategy can be linked across these pages using connectives, enabling even the most complex strategies to be created. SET enables the module's parameters displayed on the screen to be specified. Intelligent routing of links between modules ensure that the links do not run over the top of modules, allowing modules to be moved around on the screen without having to re-route the module links.

SET knows where each device is on the system, and with which strategy it is associated. This means that it can download strategy to the correct controller without having to be told where it is.

Sensor definitions speed up the definition of sensor type modules. SET allows new sensor definitions to be created if the types of sensors being used do not match those already shipped with SET.

2.1 What's New in Version 6.0

Listed below are the main new features in version 6.0. For a full list read the ‘SET Version 6.0 New Features and Enhancements document’.

New Features

Support for IQ3v1.3 DHCP

Network Module IQ Lan

HOA Module

New User module parameters IQ3/XNC support

Time Zone exception editing. Multiple data file creation.

Open multiple strategies from the same project. Tip of the day.

Device Overview printout. X, Y Co-ordinate display.

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Enhancements

Strategy Block creation, editing and using. Strategy Library keyword filtering. Module search using keyboard. Improved group file transfer. Improved user interface. Full screen toggle.

User interface theme option. Import / Export of D&D structure. Identifier and outstation check. Multi label support.

Sensor Plot connections in IQ2. Drawing and Table printing defaults. Project menu.

Copy and Paste multiple module Labels.

2.2 Compatibility

IQ Configuration

SET can create configuration files for all IQ Controllers, however it does not configure time, and calendar modules. Network Access

SET uses TCC to provide communications with the IQ network. This means that if TCC is able to connect to the Lan containing the controller, SET will be able to communicate with any IQ system device on that Lan. The table below illustrates the different sites that can be accessed with the different connections to the IQ network.

Connection Type

Direct Dialled Connect to device Serial TCP/IP ADL SANC

Directly Yes Yes N/A N/A

On local Lan Yes Yes N/A N/A

On internetwork Yes Yes N/A N/A

On remote Lan Yes Yes N/A N/A

On autodialled Lan or internetwork

(autodialled TMN v<4.1)

Yes* Yes* No Yes

On autodialled Lan or internetwork

(autodialled TMN v>=4.1)

Yes* Yes* Yes Yes

Yes** Yes** Yes /ADL

Only able to access the /ADL device, and the device at the address of the /ADL device + 2.

No

*Requires use of TMN or equivalent on the IQ Network. **Requires use of TMN v4.1 or equivalent on the IQ Network.

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2.3 The

SET

Window

This section describes the different parts of the SET Window. The window divided into nine areas.

Display Area

The Display Area displays the information requested. In the example above the Display Area shows a strategy page.

Item Selector

The Item Selector enables an object in the System View to be quickly located. Menu Bar

The Menu Bar contains SET’s menus, which provide access to the application’s various features. Strategy Library

The Strategy Library displays the reusable pieces of strategy known as strategy blocks shipped with SET, or that have been created.

Project View

The Project View displays information about the devices that have been added to the project and the strategy associated with them. It also displays reusable pieces of strategy known as strategy blocks that have been created. Search Library

The Search Library displays a list of the strategy blocks that match the specified search criteria. Status Bar

The status bar provides information about what SET is currently doing. System View

The System View displays the connections that are currently available, any sites, and user nodes that have been added, and enables them to be browsed, and any relevant tasks performed.

Toolbars

The toolbars provide easy access to SET’s functions.

2.3.1 Display Area

The Display Area displays the information that has been requested. Windows launched from SET will normally be displayed in this area in a separate window. Windows in this area can be positioned as required either manually by resizing, and moving or using the Tile command, or the Window Position toolbar.

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2.3.2 Item Selector

The Item Selector appears above the System View, and is only visible when the System View is displayed. It enables an object in the tree to be quickly located. Simply specify the site, and if necessary Lan, device, and module, and the Item Selector will open the tree up at that point, and highlight the specified object. It also enables associated tasks to be performed.

2.3.3 Menu Bar

The Menu Bar contains SET’s menus, which provide access to the application’s various features. The following menus are available:

Comms Window Device Menu Edit Menu File Menu Help Menu Project Menu Strategy Menu Tools Menu View Menu Window Menu

The menus available at a particular time and the commands they contain will depend on the job currently being carried out by SET. For more details of the individual menus and their commands, see the ‘Menu Commands’ section of this manual.

2.3.4 Project View

The Project View displays information about the devices that have been added to the project, and the strategy associated with them. It is divided into two separate areas:

Device View Plant View Device View

The Device View contains all the controllers in the project arranged by Lan and the strategy pages that have been created for each controller. It enables Lans, and controllers to be added, deleted, and edited. It also enables strategy pages to be created, and provides access to modules such as the address module that do not appear on strategy pages. Icons indicate the type of object. The table below lists the different icons.

Icon Description

Group of Strategy Pages IQ1 Series Controller IQ2 Series Controller IQ3 Series Controller Lan

Site

Strategy Page Plant View

The Plant View enables the strategy within controllers to be located by HVAC equipment type. Once set up the structure of the Plant View can be used to create display modules and directory modules. Icons indicate the type of object. The table below lists the different icons.

Icon Description

Plant Directory Strategy Page

2.3.5 Search Library

The Search Library displays a list of the strategy blocks that match the specified search criteria. It is divided into two separate areas:

Search Area

Strategy Blocks Area

Search Area

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Strategy Blocks Area

The Strategy Blocks Area contains list of the strategy blocks that match the specified search criteria. It is divided into two columns:

Column Description

Block Name

The name of the strategy block. Icons indicate the type of controller the strategy block can be used in.

Strategy block for an IQ3 controller. Strategy block for an IQ3 controller.

Type Indicates the library that contains the strategy block, can be Custom, Standard, or Old.

2.3.6 Status Bar

The status bar is located at the bottom of the display. It provides information about what SET is currently doing, the number of free log points, free external I/O points, free brIQs, Lan and network address of the controller, the page number, module position, and the current time.

Address

The network address of the selected controller.

Free brIQs

The number of free brIQs available in the current controller. It provides an indication of the amount of memory left in the controller for strategy. Only available for IQ3 controllers.

Free External I/O points

The number of free brIQs, free I/O points on external I/O modules available in the current controller. Only available for IQ3 controllers.

Free Log points

The number of free log points available in the current controller. This provides an indication of the amount of memory left in the controller for logging data. Only available for IQ3 controllers.

Lan number

The Lan number displays the Lan number of the selected controller.

Module Co-ordinates

The co-ordinates of the top left corner of the selected module If more than one module is selected the co-ordinates are those of the to left corner of the current module.

Network Comms Status Lights ( ).

Information about the status of communications in and out of the node connecting SET to the IQ network. The indicators flash green when SET is receiving, or transmitting information. If they appear grey, SET has been unable to locate the CNC. Clicking on the indicators displays the Communications Window.

Page Number

The number of the current strategy page.

Remote Connection Indicator ( )

The status of any remote connection devices on the system. If grey, all of the devices are available for use, if red, at least one of them is attempting to make a connection, and if green, at least one is connected. Clicking on this icon displays the Remote Connection Window.

2.3.7 Strategy Library

The Strategy Library displays the reusable pieces of strategy known as strategy blocks that have been created. It is divided into three separate areas:

Description Area Strategy Blocks Area

Toolbar

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Strategy Blocks Area

Strategy Blocks Area contains pieces of standard strategy (strategy blocks), which can be re-used. It is organised

into three different areas Custom Library, Standard Library, and Old Library.

The Custom Library contains strategy blocks that you have set up, the Standard Library contains standard strategy blocks that are supplied with SET, and the Old Library contains strategy blocks created with an earlier version of SET. Strategy blocks in the Standard Library cannot be changed or deleted. strategy blocks in the Old

Library can be deleted, or moved to the Custom Library.

Icon Description

Standard Library Custom Library Old Library

Strategy block group. Old strategy block group

Strategy block sub group.

Strategy block for an IQ3 controller. Strategy block for an IQ2 controller.

Strategy block for an unknown controller type, normally an old strategy block. Strategy Block Page

Toolbar

The toolbar contains buttons that enables the Strategy Library to be searched, or filtered.

Button Description

Displays the Search Library, which enables the library of plant blocks to be searched. Enables the list of strategy blocks to be filtered.

2.3.8 System View

The System View displays the current System Object Model (TSOM model). It is divided into two different areas:

Sites Area User Nodes Area

User Nodes Area

The User Nodes Area contains all the user nodes that have been added to the System View. User nodes are shortcuts to items already in the System View and allow a user-defined structure to be created (to allow faster access to regularly used parts of the system).

Icon Description

User Nodes User Parameter

There is no limit to the number of user nodes that can be added. Each user node can contain other user nodes, or user parameters. Access to user nodes (and some user parameters) can be restricted to particular user roles to prevent unauthorised accessed and reduce confusion to lower-level users.

The user parameters contained within a user node can be from any point on the site, e.g. the value of a sensor, or a particular controller or Lan. The user parameters in the user nodes are not restricted to a single controller, but can come from several different controllers on different Lans, and even from different sites. The diagram below illustrates how user nodes can be used.

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The structure above shows user nodes accessing information from two different sites ‘Albery House’ and ‘Foundry Lane’. The information inside the ‘Temperatures’ user node comes from different controllers. The structure has been designed to enable quick access to the required information.

Note that structures displaying user parameters referring to parameters in different sites may be grouped together under one user node.

The user node controls the refresh of data in the user nodes. A user node has two parameters relating to data refresh. The first is the Refresh is active parameter that determines whether the data is refreshed at all. By default this setting is OFF, which allows any communications traffic to be kept to a minimum. The second is the Refresh interval, which specifies the interval between refreshes, if refreshing is active. The data can be refreshed manually if required.

In addition to user parameters a user node may have a reference to any system node (site, Lan, device, etc) as a child to enable favourite structures to be built.

Sites Area

The Sites Area contains a list of the sites that have been added, and the structure of those sites right down to the individual modules in a tree structure. Icons indicate the type of object. The table below lists the different icons.

Icon Description Supervisors 921 Supervisor 940 Supervisor 942 Supervisor 943 Supervisor 945 Supervisor

963 Supervisor, 962 Supervisor, S2 Supervisor, or ViewPoint NDP TCC Application Trend X Application Unknown Supervisor Devices CNC EINC FNC

Foreign device e.g. a device on BACnet. ID200 INC IQ3 Controller IQL Controller LINC LONC MNC PNC

Pre IQ3 Controller Unknown Device

Unknown Internetwork Device Virtual INC inside a device on LON XNC

Site Structure

Foreign Lan of Network Foreign Site Internetwork Lan Site Modules Address modules

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Icon Description

Analogue Node modules Calendar modules

Core of a controller that has not yet been discovered. Critical Alarm modules

Digital Input modules Digital node modules Directory modules Display modules Driver modules Function modules IC Comms modules Knob modules Logic modules Loop modules Module Parameter OSS modules Page modules Plot modules Schedule modules Sensor modules Sensor Type modules Sequence Step modules Switch Modules Time modules Time zone modules Unknown Module Unknown Module Family User modules

A cross over the top of the icon indicates a problem, a black cross means that the comms have failed, and a grey cross indicates that the value is old (value initialised from file).

Information from a site can be displayed by drilling down thorough the site to the required level. Once displayed, information can be updated, and devices edited etc depending on the functions available.

The values of parameters, and the network structure are learnt when the structure is refreshed. Learnt structures can be saved enabling them to be viewed again quickly without the need for SET to communicate over the network. If up to-date information is required, then just the part of the system containing that information can be refreshed, reducing unnecessary communications and network traffic.

Objects (internetworks, Lans, devices, modules, and module parameters) can be removed from the site, preventing them being accessed by the applets. The Sites section is available to all user roles, and provides the best way of finding out about the system.

Each site specifies the name of the site, and the connection that is to be used to access the particular IQ network or devices referred to by the site name. It is recommended that the site name describes the particular IQ network or Device that is being accessed e.g. ‘Albery House’ refers to the IQ network in Albery House, and the connection specified is the one that will most often be used to connect to that site. For example, it may be possible to dial into the site, but you would normally connect directly to the site over the company IT networks. In this case, you should add two connections, one for the TCP/IP connection and another for the autodialled connection. When the site is created the TCP/IP connection should be specified for the site, although if you need to access the site by autodialling, the site’s connection can be changed accordingly.

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2.3.9 Toolbars

SET has a number of toolbars that provide easy access to SET’s functions. Individual toolbars can be hidden/displayed, and positioned as required. The following toolbars are available:

The following toolbars are available: Alarms toolbar

Command Line toolbar Comms toolbar Draw Tools toolbar Drivers toolbar Functions 2 toolbar Functions toolbar ICComms toolbar Inputs toolbar Logics toolbar Other toolbar Pointers toolbar Sequence toolbar SET Tools Toolbar Standard toolbar

Window Position toolbar

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3 INSTALLATION

This section describes how SET should be installed to ensure that it operates correctly, and how to upgrade from a previous version of SET.

Before installing SET, or upgrading SET to the latest version, you should ensure that the PC meets the system requirements.

System Requirements

The specifications below are those recommended to run SET. They refer to a standard PC with mouse, keyboard, hard drive, floppy disk drive, CDROM drive, monitor, and sound capabilities (optional).

Hardware

Processor Intel P4 or equivalent.

RAM 256 Mbytes RAM.

Free disk space 350 Mbytes for installation.

Graphics card 16 bit capable of 1024x768 resolution.

COM ports, PCI slots, Parallel ports, and USB ports are required to allow connection of LNC2/CNC2, Ethernet network card, printer, and modem if they are to be used. A single COM port and standard size PCI slot are required for use of an LNC2. Connection to a CNC2 requires a single COM port. A standard size PCI slot will be required if an Ethernet network card is to be used. Additional COM ports, PCI slots, Parallel ports, and USB ports should be specified as required for connection of modems, and printers.

The use of a good printer is recommended, which can be connected to either an LPT port, USB port or may be accessed over the network, therefore this should be taken into account when specifying the required ports for the PC. If SET is to communicate with the IQ network using an SANC it is necessary for a V90 (56K) modem to be installed, and access to a PSTN line is required.

If SET is to communicate with the IQ network over Ethernet a 100Mb/s Ethernet Network Card is an access to an Ethernet network is required.

Software

Operating system Windows XP with Service Pack 2, with Internet Explorer version 6 or greater. SET will also operate on Windows 2000 with Service Pack 3 with Internet Explorer version 6 or greater and the SUN JAVA runtime environment v5.0 or greater. SET will not run on Windows 9x platforms.

Minimum specification: Standard Intel P3 300 MHz or equivalent PC with 128 Mbytes RAM, 350 Mbytes free

disk space for installation, 8 Mbyte graphics card capable of 1024x768 resolution, COM port, Parallel or USB port, mouse, keyboard, hard drive, CDROM drive, and monitor. Running Windows 2000 with Service Pack 3 with Internet Explorer version 6 or greater and the SUN JAVA runtime environment v5.0 or greater.

3.1 Install

SET

A step-by-step installation program performs the installation of the software. The installation follows the procedure described below:

1 Install the software as described in the ‘Install the Software’ section of this manual. 2 Licence SET as described in the ‘Licence SET’ section of this manual.

3 Customise SET as described in the ‘Customise SET’ section of this manual.

4 Connect to the IQ network as described in the ‘Connect to the IQ Network’ section of this manual.

3.1.1 Install the Software

The installation of SET is performed by a step-by-step installation program.

To install the software:

1 Close all programs (including virus protection applications).

2 Insert the CD into the CD-ROM drive, and wait for the installation screen to appear. If autorun is disabled, run install.exe from the root of the CD.

3 Follow the instructions on the screen.

SET requires Windows to be set-up to display using small fonts; if the PC is not configured in this way, it is necessary to change the PC connection.

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4 In the Font size list choose Small Fonts.

5 Click OK.

3.1.2 Licence SET

3.1.2.1 Obtain an Unlock Code

The unlock code that will enable the SET to run is provided by your sales representative.

To obtain an unlock code:

1 Contact your sales representative (e.g. your Sales Account Manager) who will provide you with the necessary information.

Head Office +44 (0) 1403 211888

The licence information is valuable, you should keep it in a safe place in case SET needs to be reinstalled, or there is a problem with the licence in the future.

3.1.2.2 Enter the Unlock Code

SET cannot be used until a valid unlock code has been entered. Before attempting to licence SET, it is necessary to obtain a valid unlock code as described in the ‘Obtain an Unlock Code’ section of this manual.

To enter the unlock code:

1 Run Windows.

2 On the Start menu, point to All Programs, Trend Control Systems, System Engineering Tool and then

click System Engineering Tool. The Trend Product Licensing dialogue box is displayed.

3 Click Yes to display the S.E.T. Licence Details dialogue box.

4 In the Licenced To box enter the username supplied with your licence key.

This is divided into three parts each separated by a comma then a space. Part one is the company name, part two is always ‘Single user’ (note uppercase S and lower case u) and the third part is the licence type.

E.g. My Company Ltd, Single user, Propak.

All of the name details are case sensitive and must be typed in exactly as they were when the code was created.

Note the company name entered here will appear on all printouts produced by SET.

5 In the Expiry Date box enter the expiry date supplied with your licence key.

This is in the format: day-month-year. The month is a three-letter code (Jan, Feb etc.) and the year should be four digits. Each part should be separated by a hyphen.

E.g. 16-Dec-1999

6 In the Licence Key boxes enter the unlock code. Type the first characters into the first box, the next

4-characters into the second box, the next 4-4-characters into the third box, and the last 4-4-characters into the fourth box.

7 Click OK. The New SET User dialogue box is displayed.

8 In the Enter User Name box enter the name for the user.

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10 In the User Role box click the required user role. The table below lists the different roles.

Role Description

Browser A user who is able to view limited parameters on the system.

Operator A user who is able to view limited parameters on the system, and make simple adjustments. Supervisor A user who is able to view parameters on the system, and make complex adjustments. Administrator A user who is able to view parameters on the system, and make more complex adjustments. Commissioning

Engineer A user who is able to view parameters from an engineering point of view, and make complex adjustments. Engineer A user who has full access to the system.

11 In the Password box enter the user’s password.

12 In the Verify box enter the user’s password again.

13 Click OK. The Log onto SET dialogue box is displayed.

14 In the User Name box select your username.

15 In the Password box enter your password.

16 Click OK.

3.1.3 Customise SET

Once SET has been installed and is running, it should be customised to specify the name and address printed on the strategy pages and other default settings. This is described in the ‘Customise SET’ section of this manual.

3.1.4 Connect to the IQ Network

If SET is to communicate with IQ controllers to upload/download files, or to access controllers in configuration mode, it is necessary for SET to be connected the IQ network. This is described in the ‘Connect to the IQ Network ’ section of this manual.

3.2 Upgrade from a Previous Version

If a previous version of SET is already installed on the PC, it can be upgraded to the latest version.

To upgrade from a previous version:

1 Ensure that SET is not running, and close all programs (including virus protection applications). 2 Insert the CD into the CD-ROM drive.

If autorun is enabled on your system, the Installation screen will be displayed. If autorun is disabled, run install.exe from the root of the CD.

3 Click . The SET installation program will be started. 4 Follow the instructions on the screen.

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If upgrading SET using a service pack supplied on disk, or downloaded from our web site, you should follow the instructions provided with the service pack.

Upgrading from version 4

If you have set up your own sensors definitions you will need to move the user sensors.mdb file from the Sensors sub-directory of the directory in which SET version 4 is installed to the same location in the directory in which the new version of SET has been installed. Unfortunately any default sensor labels that have been set up, and company details will be lost. The company logo Lcompany.bmp should be copied into the C:\Program Files\Trend Control Systems\SET directory from the directory in which the previous version of SET version 4 is installed.

3.3 Update the Licence

There are two reasons to update the licence, either if the user information has changed, or if the licence has expired. In both cases, you will need to contact your sales representative to obtain a new licence.

To update the licence:

1 Obtain a valid unlock code from your sales representative. 2 Run SET as described in the ‘Run SET’ section of this manual.

3 On the Help menu click About SET. The About SET dialogue box is displayed.

4 Click Update Licence. The S.E.T. Licence Details dialogue box is displayed.

5 In the Licenced To box enter the username supplied with your licence key.

This is divided into three parts each separated by a comma then a space. Part one is the company name, part two is always Single user (note uppercase S and lower case u) and the third part is the licence type.

E.g. My Company Ltd, Single user, Propak

All of the name details are case sensitive and must be typed in exactly as they were when the code was created.

Note the company name entered here will appear on all printouts produced by SET.

6 In the Expiry Date box enter the expiry date supplied with your licence key.

This is in the format: day-month-year. The month is a three-letter code (Jan, Feb etc.) and the year should be four digits. Each part should be separated by a hyphen.

E.g. 16-Dec-1999

7 In the Licence Key boxes enter the licence key. Enter the first characters into the first box, the next

4-characters into the second box, the next 4-4-characters into the third box, and the last 4-4-characters into the fourth box.

8 Click OK to return to the S.E.T. Licence Details dialogue box.

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4 CONNECT TO THE IQ NETWORK

If SET is to communicate with IQ controllers to upload/download files, or to access controllers in configuration mode, it is necessary for SET to be connected to the controllers, over the IQ network, or directly. Connection to the network can be made over the IQ system current loop using a NBOX/CNC2, over Ethernet using a virtual CNC, using a software ANC (SANC) and modem to dial into an IQ network, or using and ADL to dial into connect to a controller.

Connect to the IQ Network over Ethernet

Connect to the IQ Network using a Controller or Node Controller Connect to the IQ Network using a SANC.

4.1 Connect over Ethernet

SET can be connected to the IQ network over Ethernet using a standard Ethernet connection; this allows the office IT network to be used to connect SET to the IQ network. Connecting SET in this way requires the use of a device containing a virtual CNC (e.g. 3xtend/EINC L, or IQ3 controller) operating in supervisor mode.

To connect to the IQ network over Ethernet:

1 Ensure SET is not running.

2 If necessary install a device that contains a virtual CNC (e.g. 3xtend/EINC L or IQ3) and ensure that a virtual CNC set up to operate in supervisor mode. For details of this installation instructions supplied with the product.

3 Fit a standard Ethernet card into the PC running SET, following the PC manufacturer’s instructions for fitting an expansion card, and the instructions supplied with the Ethernet card.

4 Plug the Ethernet network cabling into the Ethernet card. 5 Configure Windows Networking to suit the Ethernet network.

Note that assistance from the IT department responsible for the Ethernet network will normally be required.

6 Set up a TCP/IP comms connection to connect to the device containing the virtual CNC over Ethernet, as described in the ‘Specify Comms Connections’ section of this manual. If connection to an autodialled site is required a TCP+TMN connection must be used instead. This allows the connection to the device containing the virtual CNC, over a PSTN link. The dialling device that is to make the connection to the site and the telephone number of the site need to be specified.

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4.2 Connect using a Controller or Node Controller

SET can be connected to the IQ network over the IQ system current loop using either a node controller such as an NBOX/CNC2, or an IQ controller using the controller’s local supervisor port.

To connect to a controller or node controller:

1 Ensure SET is not running.

2 If necessary install the controller, or node controller as described in the installation instructions supplied with it.

3 Connect the COM port being used by SET to the controller’s local supervisor port, or the node’s RS232 port using the appropriate cables, as shown below.

For full details of connecting to specific controllers/node controllers refer to the installation instructions for that device.

Note that, if connecting to a controller, whose local supervisor port does not allow access to the IQ network, it will only be possible to communicate with that controller, and the Direct Connection check box in the Connection

Details dialogue box must be selected when you attempt to make the connection.

4 Set up a Serial comms connection to connect to the controller’s local supervisor port, or the node’s RS232 port, as described in the ‘Specify Comms Connections’ section of this manual.

If connection to an autodialled site is required a TCP+TMN connection must be used instead. This allows the connection to the controller’s local supervisor port, or the node’s RS232 port, the dialling device that is to be used to make the connection, and the telephone number of the site to which the connection is required to be specified. If connection to a /ADL device is required an ADL connection must be used instead. This allows the connection to the controller’s local supervisor port, or the node’s RS232 port, and the telephone number of the ADL device to which the connection is required to be specified.

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4.3 Connect using a SANC

A directly connected modem, connected to a landline, can be used to dial out to a modem on a specified IQ network using a software ANC (SANC).

To connect to the IQ Network Using a SANC:

1 Fit a standard PC modem card into the PC running SET, following the PC manufacturer’s instructions for fitting an expansion card, and the instructions supplied with the modem card.

Note that the modem must be a standard V90 modem (56K), and the IQ network to have an autodialling device to which the PC can dial in.

2 Install the drivers for the card.

3 Connect the PC modem card to the telephone socket as described in the instructions supplied with the card. 4 Set up a SANC comms connection, as described in the ‘Specify Comms Connections’ section of this manual.

This allows the modem, and the telephone number of the site to be specified.

TCC will set the modem up as required, but should you not be able to connect using SANC ensure that the modem is the following parameters defined.

Setting Value AT Command

Echo of commands. Off ATE0

Modem text messages. ON ATV1

Speed of the serial port. Locked AT&B1

Hardware (RTS/CTS) data flow control. ON AT&H1 DSR when connected (DSR follows carrier). ON AT&S1 DCD control (DCD follows carrier). ON AT&C1

Error detection. OFF AT&M0

Stores the settings in non-volatile memory profile. 0 AT&W0 Stores the settings in non-volatile memory profile 1 AT&W1

Before making any of these changes it is recommended that the modem be rest to the factory default settings (AT&F). After the settings have been made the modem must be set to use the new settings (ATZ).

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References

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