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DESIGO™ INSIGHT

Operating the management station


User’s guide
Version 2.3

CM110488en
Siemens Building Technologies
17.01.2005 Building Technologies
Siemens Building Technologies Ltd.
Building Technologies
Gubelstrasse 22
CH-6301 Zug
Tel. +41 41-724 24 24
Fax +41 41-724 35 22 © 2004 Siemens Building Technologies Ltd.
www.sbt.siemens.com Subject to change
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Table of contents

1 About this document......................................... 1-1

1.1 Before you start ................................................ 1-1


1.2 Document structure .......................................... 1-2
1.3 Other important documents.............................. 1-5
1.4 Document conventions..................................... 1-5
1.4.1 Symbols used................................................... 1-5
1.4.2 Typographical conventions............................... 1-6

2 System overview .............................................. 2-1

2.1 Features of the system philosophy................... 2-1


2.2 General system topology.................................. 2-2
2.3 Software architecture ....................................... 2-2
2.4 List of INSIGHT programs ................................ 2-3
2.5 User access philosophy ................................... 2-5

3 General operation ............................................ 3-1

3.1 Conventions and style ...................................... 3-1


3.2 DESIGO INSIGHT installation modification...... 3-5
3.3 User privileges ................................................. 3-8
3.4 Using Help and ToolTips .................................. 3-9
3.5 Working with the DESIGO INSIGHT
program windows ........................................... 3-12
3.6 Automatic third-party program start
based on time................................................. 3-13
3.7 Navigating between programs........................ 3-14
3.8 Close application ............................................ 3-16
3.9 Operating the DESIGO INSIGHT programs ... 3-17
3.9.1 Personalizing the workspace.......................... 3-17
3.9.2 Common program elements........................... 3-17
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3.9.3 Working with System Browser........................ 3-19
3.9.4 Viewing the data............................................. 3-21
3.9.5 Setup workspace for Alarm Viewer
and Log Viewer .............................................. 3-29
3.9.6 Locating log entries in the
System Browser tree ...................................... 3-32
3.9.6.1 Filter events lists ............................................ 3-33
3.9.6.2 Saving and applying filter queries .................. 3-39
3.9.6.3 Sort entries..................................................... 3-42
3.9.7 Printing from programs................................... 3-44

4 Start DESIGO INSIGHT ................................... 4-1

4.1 Startup DESIGO INSIGHT ............................... 4-1


4.2 Login ................................................................ 4-3
4.3 Displaying system and version information ...... 4-6
4.4 Manually connect/disconnect a site.................. 4-8
4.5 System time ................................................... 4-12
4.6 Starting programs manually ........................... 4-16
4.7 Create and delete user................................... 4-18
4.8 Lock................................................................ 4-22
4.9 Logoff ............................................................. 4-24
4.10 Shut down DESIGO INSIGHT........................ 4-25

5 Working with Object Viewer ............................. 5-1

5.1 Displaying detailed data point information


from Object Viewer........................................... 5-4
5.2 Modifying object values and properties
from Object Viewer........................................... 5-9
5.3 Instruction texts for creating alarms................ 5-13

6 Operating graphics ........................................... 6-1

6.1 Layout of the Plant Viewer screen.................... 6-1


6.2 Help in Plant Viewer ......................................... 6-2

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6.3 The navigation bar and the context menus ...... 6-4
6.4 Displaying/hiding the navigation bar................. 6-9
6.5 Opening graphics pages ................................ 6-10
6.6 Components of the graphics pages................ 6-13
6.7 Graphics operation principles......................... 6-15
6.8 Adding comments to pages............................ 6-18
6.9 Status indication in Plant Viewer .................... 6-19
6.10 Handling alarms in Plant Viewer .................... 6-22
6.11 Modifying object and property values
in Plant Viewer ............................................... 6-24
6.12 Displaying the properties of symbols,
genie, and graphics pages ............................. 6-29
6.13 List object properties for a graphics page....... 6-31
6.14 Printing from Plant Viewer.............................. 6-32
6.15 Navigating to other DESIGO INSIGHT
programs via the object name or property
name (Send To…).......................................... 6-35
6.16 Exit Plant Viewer ............................................ 6-36

7 Alarm handling ................................................. 7-1

7.1 Principles of Alarm handling............................. 7-1


7.2 Alarm handling-related INSIGHT applications.. 7-9
7.3 What happens when an alarm occurs ............ 7-15
7.4 Alarm Viewer: General operation ................... 7-19
7.5 Making adjustments to the alarm
handling system ............................................. 7-22
7.6 Routing of alarm messages to
output devices ................................................ 7-23

8 Trend................................................................ 8-1

8.1 On and offline trend: Definitions ....................... 8-1


8.2 Trend Viewer .................................................... 8-4

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8.2.1 Trend Viewer System Browser ......................... 8-8
8.3 Trend Views ..................................................... 8-9
8.3.1 Trend view elements ........................................ 8-9
8.3.2 Accessing and formatting trend views ............ 8-13
8.3.3 Formatting trend view properties .................... 8-15
8.4 Operate Trend Viewer .................................... 8-26
8.4.1 Start Trend Viewer ......................................... 8-26
8.4.2 Creating online trend views ............................ 8-27
8.4.3 Creating offline trend views ............................ 8-30
8.4.4 Modify trend views.......................................... 8-35
8.4.5 Saving Trend data .......................................... 8-40
8.4.6 Open and save trend view configurations ...... 8-43
8.4.7 View archived trend data................................ 8-48
8.4.8 Copy data and graphics via the clipboard ...... 8-52
8.4.9 Print trend views............................................. 8-55

9 Time Scheduler ................................................ 9-1

9.1 Introduction to time scheduling......................... 9-1


9.2 Operate Time Scheduler .................................. 9-5
9.3 Local exceptions ............................................ 9-17
9.4 Site exceptions ............................................... 9-22
9.5 Device exceptions .......................................... 9-27
9.6 Printing from Time Scheduler......................... 9-28

10 Logging .......................................................... 10-1

10.1 Introduction to logging .................................... 10-1


10.2 Start and exit Log Viewer ............................... 10-4
10.3 Operating Log Viewer..................................... 10-5
10.4 Adding comments to log entries ..................... 10-8
10.5 Entering user log entries manually ............... 10-10
10.6 Print from Log Viewer................................... 10-11
10.7 View archived log data ................................. 10-11

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11 Backup project ............................................... 11-1

11.1 Scheduling automatic processes.................... 11-5

12 Frequently asked questions ........................... 12-1

12.1 Alarm handling ............................................... 12-1


12.2 Scheduler ....................................................... 12-6

13 VISONIK, INTEGRAL, UNIGYR ..................... 13-1

13.1 Alarm handling ............................................... 13-1

14 VISONIK......................................................... 14-1

14.1 Object Viewer ................................................. 14-1


14.2 Alarm handling ............................................... 14-3
14.3 Trend.............................................................. 14-6
14.4 Time Scheduler .............................................. 14-8
14.5 Logging functions ......................................... 14-13

15 NCRS and NITEL ........................................... 15-1

15.1 Object Viewer ................................................. 15-1


15.2 Alarm handling ............................................... 15-3
15.3 Trend.............................................................. 15-6
15.4 Time scheduler (NCRS) ............................... 15-10
15.5 RS Access.................................................... 15-18
15.5.1 General ........................................................ 15-18
15.5.2 Connect and operate.................................... 15-22
15.5.3 NITEL ........................................................... 15-31

16 UNIGYR ......................................................... 16-1

16.1 Object Viewer ................................................. 16-1


16.1.1 System View .................................................. 16-2
16.1.2 User View....................................................... 16-3
16.1.3 Predefined view (POP card view)................... 16-4
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16.2 Alarm handling ............................................... 16-5
16.3 Trend.............................................................. 16-7
16.3.1 Archive trend database .................................. 16-9
16.4 Scheduling (Plant Viewer) ............................ 16-11
16.5 Report application ........................................ 16-16
16.5.1 UNIGYR reports ........................................... 16-16
16.5.2 Error queue report ........................................ 16-17
16.5.3 I/O report ...................................................... 16-18

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1 About this document
1.1 Before you start

Validity This document is valid for the DESIGO INSIGHT


management station software, Version 2.3.

The descriptions in this documentation refer to DESIGO PX.

Local differences in operation or processes may be caused


by:
• Windows user rights.
• Network configurations.
• Operator security restrictions.
• Scope of purchased software.
• Engineering defaults for the plant.

Contents and This document contains all information relevant to the user
target readers when operating the system.

Product errors? If you find errors or discover inadequate product or


Missing text? documentation information, please notify your country
representative for Siemens Building Technologies. Doing so
helps us further optimize our products.

Our support Contact your local representative at:


address
Siemens Building Technologies

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1.2 Document structure

Document This document has the following structure:


structure

1 Documentation
Describes the documents conventions.

2 System overview
This section gives the user an overview of the system
philosophy and functions of DESIGO INSIGHT.

3 General operation
This section takes the user through the general operation of
the management station.

4 Start DESIGO INSIGHT


This chapter describes how to start DESIGO INSIGHT and
how to connect to the site.

5 Operating with Object Viewer


This chapter describes the operation of project-specific data
point lists.

6 Operating graphics
This chapter describes the operation of project-specific
graphical user interfaces.

7 Alarm handling
Describes the options available to the user for processing
and monitoring alarms.

8 Plant trend data


This section describes the functions available for displaying,
archiving and further processing of trend data from the
system.

9 Time scheduling
This section describes the possibilities for creating and
modifying time programs.

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10 Trend data
Describes the functions available for the logging of events
and their retrieval by the user.

11 Project backup
This chapter describes how to backup project data.

12 Frequently asked questions


Common questions relating to DESIGO INSIGHT
management station.

13 VISONIK, INTEGRAL, UNIGYR


Describes the processing of VISONIK, INTEGRAL and
UNIGYR alarms.

14 VISONIK
This chapter describes the operation and displaying of
VISONIK data in DESIGO INSIGHT.

15 NCRS und NITEL


This chapter describes the operation and displaying of NCRS
and NITEL data in DESIGO INSIGHT.

16 UNIGYR
This chapter describes the operation and displaying of
UNIGYR data in DESIGO INSIGHT.

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Conventions To facilitate an understanding of the system capabilities and
to organize functional elements into practical categories, a
simple convention has been used throughout the system
documentation. This requires an understanding of the terms
‘user’ and ‘administrator’ as defined below.

"Operator"
The term "operator" (from the user's point of view) refers in
this regard to a company that operates or maintains one or
more buildings.

"User"
The term "user" refers to any person who uses the
management station for day-to-day operation. By implication,
a user is able to use INSIGHT applications and a restricted
set of system settings.

"Administrator"
The "administrator" is responsible for running the entire
DESIGO INSIGHT installation on site. This responsibility
includes assigning specific levels of password-protected
access to the various users, and analyzing event data from
the system.

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1.3 Other important documents

Other Engineering manuals: For Siemens Building Automation


documents experts or for authorized personnel only.

1.4 Document conventions


1.4.1 Symbols used

Caution Users with access can change or delete data. When you see
the symbol to the left, data may be lost irretrievably.

Tip The symbol to the left denotes information that helps you
properly operate and use the programs. This information is
based on experience; we strongly suggest that you observe
all hints.

Important note: Important information is printed on a gray background.

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1.4.2 Typographical conventions

Introduction The following conventions apply to this document for names


of buttons, keys, and fields.

Display of Keyboard keys are always printed in angle brackets < >.
keyboard keys Example: <Shift>, <Shift + N>

Table of the keys used in this document:


Press key Description
Shift key <Shift>
Enter <Enter>
Control key (Ctrl) <Ctrl>
Delete key <Del>
Insertion key <Ins>
Space key <Space>
Backspace key <Backspace>
Alt key <Alt>
Arrow keys <Up>, <Down>, <Left>,
<Right>
Alt key plus key "A" <Alt + A>

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Elements in the Application window elements are presented as follows:
application
window
Element Description
Dialog boxes, entry fields Names of dialog boxes, tabs, and fields in Windows
and tabs are displayed in bold.
Example: In the Regional Settings dialog box...

Input in fields Keyboard entries are always set in quotation marks


"...". .
Example: Enter the address
"http://www.msn.com" in the field.

Buttons Buttons are displayed in bold.


Example: When you click [Cancel], the ...
Example: Apply.
This tells you to click the Apply button.
Menus and menu items Names of menus and menu commands are printed
in bold format.
Example: Click New Meter in the Dimensions menu
Dialog box element designations precede the actual
designation.
Example: Select the appropriate date in the spin box
Account Expires.

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Command The individual steps of instructions that must be performed in
sequences a specific order are separated by a >.

Example: System > Meters > right-click > New Meter.


This tells you to right-click the Meter command in the
System menu and then select New Meter in the menu that
opens.

Mouse click In command sequences, right-click and double-click are


mentioned specifically. For all other cases, left-click the
selections.

Context menus Right-clicking normally opens a context menu.

Date and time Display of date and time depends on the settings of your
format Windows installation.
Select Start>Settings>Control Panel>Regional Settings.
Select Time tab in the Regional Settings dialog box to
define the format.

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2 System overview
Chapter overview This chapter provides an overview of general, user-relevant
aspects of DESIGO INSIGHT.

2.1 Features of the system


philosophy

The DESIGO INSIGHT management station software is


object-oriented and has a modular structure. It is based on a
wide range of standard technologies including:
• Operating systems: Windows 2000/XP, Windows
2000/2003 Server.
• SQL or MSDE databases
• Custom reports created with Crystal Reports Professional
• Citect SCADA software for Plant Graphics and third-party
integration
• Standard interfaces for integration of third-party software
• Viewer over Internet

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2.2 General system topology

Topology DESIGO INSIGHT offers a wide range of system topologies,


so that it can be adapted to an unlimited number of individual
requirements. For this reason, we can only provide a
description of a general system topology. 70366A

Management level

Automation level

Field level

2.3 Software architecture

Architecture The following images provide and overview on the internal


structure of the DESIGO INSIGHT management station
software.
80312

Citect-
SCADA- Siemens Building Technologies Programme
Software

MS Access
ODBC
En gineer.- Trend- Alarm- Log- Config.- SQL
Datenbank Datenbank Datenbank Datenbank Datenbank OLE
DDE

Common Object Server (COS)

Fremdproduktintegration
über Citect-SCADA-Treiber Automationsebene (Untersysteme)

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2.4 List of INSIGHT programs

The management station software comprises all the modules


required for efficient building automation and control.

Taskbar Provides a quick system overview and can be used to launch


any INSIGHT application.

Plant Viewer Plant Viewer provides a graphical representation of the areas


of a building or buildings, and the associated mechanical and
electrical building services. You can use the dynamic color
graphics in Plant Viewer to monitor and operate the system.

Alarm Viewer Detailed display of alarm messages for fast location and
elimination of faults. The list of alarms is automatically
updated whenever an alarm event occurs, so that it always
contains the current alarm state of the system.

Alarm Router Alarm Router dispatches the alarm messages to the selected
receivers (e.g. printers, e-mail, fax, pagers or mobile
phones).

Time Scheduler Time Scheduler allows central programming of all time-


controlled building services functions, including individual
room control.

Trend Viewer Historical and real-time processing of data, for convenient


analysis of off-line and on-line trend data. Used to optimize
plant operation.

Log Viewer All user activities, alarms and faults are logged and can be
displayed with Log Viewer for further analysis as required.

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Object Viewer Object Viewer provides an efficient means of navigating
through the building automation and control system. Data
objects are presented in different views and can be operated
from Object Viewer.

DB Import Used to import, update or delete engineering data from the


Utility automation and control system to the DESIGO INSIGHT
system database. Import applied.

System Tool for the general set-up of DESIGO INSIGHT


Configurator management station. Create and change user rights.

RS Access Displays online data from INTEGRAL automation station, in


particular to change the time scheduler.

System Displays plant state (devices, modems) as well as the


Information management stations.

Help DESIGO TOOLSET online help.

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2.5 User access philosophy

Philosophy The management station software offers a highly flexible


means of defining an environment ideally suited to each
user. It is possible to specify which user(s) should be allowed
access to which sites and buildings, and which DESIGO
INSIGHT applications each operator may use.
Users in a building can be grouped logically according to
their tasks (e.g. caretaker, building manager, maintenance
engineer), each of these “user groups” having a dedicated
set of privileges.

Standby user. After logoff, all background DESIGO INSIGHT activities


continue, the connection is automatically maintained through
a standby user.

Access DESIGO INSIGHT has the following access rights:


privileges
Access to A user group’s access to a DESIGO INSIGHT application
INSIGHT can be defined by privileges individually assigned to all major
applications functions of an application. Locked functions are displayed
(inaccessible), but cannot be selected. Buttons associated
with the locked functions are, however, not displayed in the
taskbar. The application privileges for each user group also
include the authorization to start and shut down an INSIGHT
application.

Page access A user group's access to the pages in Plant Viewer can be
defined individually. Areas can be defined, to which pages
can be assigned. Access to a defined area can then be
enabled or disabled for a given user group. This makes it
possible to split the plant responsibility between several
operators.

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Site access A user group’s access to a site can be defined individually by
assigning access privileges.

Automation The system can be set up to allow a variety of media


system access (Ethernet, LON, PTP) access to the automation system.

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3 General operation

3.1 Conventions and style

General DESIGO INSIGHT is operated with the mouse. As a


consequence, we do not make special reference to key
commands.
Unless otherwise stated, mouse and keyboard operation is
based on the Windows 2000/XP conventions.

Note A mouse or other pointing device is always be required.


DESIGO INSIGHT cannot be operated from the keyboard
only.

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Mouse The left mouse button is normally used to select or select
operation an option.
Example:

If you are asked to select or select an entry in the list, this is


an instruction to:
• Point to (i.e. place the cursor over) an entry and click the
left mouse button.
“Double-click an entry in the list” is an instruction to:
• Point to (i.e. place the cursor over) an item in a list and
click the left mouse button twice in quick succession.

Note The instruction “Click” without further details always refers to


a single click of the left mouse button (see below).

Example:

left-click

“Click OK” or “Click the OK button” is an instruction to:


• Point to (i.e. place the cursor on) the OK button and click
the left mouse button.

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The instruction “Select File > Print…" or "Select Print ….
from file menu" means:
1. Point at File on the menu bar and left-click.
The menu opens.
2. Point at Print on the menu bar and left-click.
The command or function is executed.

The right mouse button is normally used to display context


menus, (i.e. short-cut menus related to a specific item or
area on the screen).

The instruction "Right-click Alarm Acknowledge in the


Event column and select Filter by Alarm acknowledge"
means:
1. Place the cursor over a selected Alarm Acknowledge
entry (see below) and right-click to display the
associated context menu, then
2. Left-click Filter by “Alarm acknowledge” in the context
menu.

Example:

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Reference For more detail on mouse operation in Plant Viewer
graphics, refer to Chapter "Plant viewer operation“ in this
manual.

Standard When keyboard keys are referred to by name, the names are
keyboard shown with an initial capital (e.g. “the Delete key”). Otherwise
operation the keys are shown between angular brackets <…>.
A plus sign is used between keys to be pressed
simultaneously.
Example:
<Alt>+<Ctrl>+<1> is an instruction to press all three
simultaneously.

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3.2 DESIGO INSIGHT installation
modification

Step 1 Various installation modifications are require so that DESIGO


Automatic INSIGHT automatically restarts after a power outage. If you
windows login only want an automatic user logon, continue directly to step
2.

1. Install the Tweak UI Program from Microsoft


http://www.microsoft.com/windowsxp/downloads/
powertoys/xppowertoys.mspx
2. Select the file TweakUi.exe.
3. Install the application TweakUiPowertoySetup.exe.
4. Select in the Windows taskbar Start > Programs >
Powertoys for Windows XP > Tweak UI for Windows
XP.
5. Select Logon -> Autologon.

6. Click check box Log on automatically at system


startup.
7. Click Set Password, enter your password (2x) and click
OK.
8. Click OK or Apply.

Caution You must also change the automatic logon password


when you change the Windows password.

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Note The file to be installed is operating system dependent and
may have a different name depending on the version.

Step 2 First create a shortcut to DESIGO INSIGHT as follows:


Automatically 1. Select the DESIGO INSIGHT symbol on the desktop.
Start DESIGO 2. Right-click and click Copy.
INSIGHT 3. Start Windows Explorer.
4. Click folder C:\Documents and Settings > All Users >
Start menu > Programs > Autostart.
5. Right-click and select Insert.

Note The Insight.exe application in the folder


Programs\Siemens SBT\Insight\Bin is stored on your
local hard drive.

Step 3 1. Start DESIGO INSIGHT.


Windows 2. Logon as Administrator.
User logon
3. Click "System Configurator" on the DESIGO
INSIGHT taskbar.
4. Create the user under Windows login.

5. Click the No Password checkbox.


6. Click OK > OK.

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Step 4 1. Select DESIGO INSIGHT building automation system
Building in the System Configurator Browser.
properties 2. Right-click to open properties dialog box.
3. Click Activate automatic login.

Step 5 1. In the System Configurator Browser, select the


Site Properties appropriate user group, e.g. BASIS GRUPPE.
2. Right-click Properties.
3. Select the Site Access tab.
4. Click checkboxes May establish connection and
connect at user login.
5. Select the Programs tab.
6. Select the Plant Viewer and click the checkbox
Program operates automatically after user login.
7. Click OK.
8. Close the System Configurator and exit DESIGO
INSIGHT.

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Note After a power outage and automatic startup, the system is
available for any user corresponding to the user profile.
Enable the automatic management lock in the System
Configurator and define a short lock-up period (ca. 5-15
minutes). The setting is located at: INSIGHT Building
Automation System > INSIGHT Management Stations >
Log On tab.

3.3 User privileges

Scope Only authorized users have access to the DESIGO INSIGHT


system. When you enter your user name and password, the
system checks your user privileges to determine, for
example, the programs to which you have access and the
sites to which you can connect.

No access If a user has not been assigned the necessary privileges to


perform a given operation, this is indicated in one of the
following ways:
• The associated menu option may be "grayed out"
(dimmed).
• The associated menu option or button may be invisible to
the user.
• The user may receive a message indicating that the
operation cannot be performed.

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3.4 Using Help and ToolTips

Help system The help system in DESIGO INSIGHT is modeled on the


standard help used in Windows 2000/XP.
DESIGO INSIGHT help covers the following:
• Online help.
• Project-specific help (depending on the project).
• Tooltip.

Invoking Access DESIGO INSIGHT online help as follows:


on-line help
1. Click the help button on the DESIGO INSIGHT
taskbar.
Opens the online help.

(Screenshot German version)

2. Select a topic in the Contents tab in the tree structure.


OR
Search for a term in the Find tab.

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Contents tab The Contents tab displays a topics within the tree structure.
The last help topic DESIGO INSIGHT User's Guide (pdf)
contains a link that opens this document in Acrobat Reader.

Index tab The Index tab opens the index.


1. Click the Index tab to display an index of topics in
alphabetical order.
2. Type in a search word to help you locate the information
you require. The closest match is selected in the lower
window.
3. Select this or another topic from the lower window
4. Double-click the selected topic, or click Display. The
topic appears in the right window.

Find tab The Find tab allows the user to search for a word throughout
the entire online help.
1. Click the Find tab.
2. Type in a search word or phrase to help locate the
information you require.
3. Click the Topic list to display all topics on the search
term in the lower window.
4. Select an entry in the second window to narrow your
search.
5. Click display. The topic appears in the right window.

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Tooltip ToolTips are simple text labels which provide brief
information about various items in a program.
They normally appear automatically when the cursor is
pointed at a specific item on the screen. It describes buttons,
symbols, etc.

Displaying Example:
ToolTips Place the mouse pointer over one of the buttons on the
DESIGO INSIGHT taskbar.

Reference For more detail on special application of tooltips in Plant


Viewer, refer to Chapter "Plant viewer operation“ in this
manual.

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3.5 Working with the DESIGO
INSIGHT program windows

Basic principles The DESIGO INSIGHT program windows are modeled on


Microsoft Windows, and can be manipulated in the same
way.
Close
Maximize
Menu bar Toolbar Minimize

Status bar

Minimize 1. Click Minimize in the upper right corner of the


window.
The minimized program remains open, but appears in
the form of a button on the Windows taskbar at the
bottom of the screen.
OR
Right-click anywhere in the title bar of the program and
select Minimize.

Restore 1. Click the program button on the Windows taskbar at the


bottom of the screen. The minimized program is
restored to full size on the screen.

Resize 1. Place the cursor on the frame of the window. The cursor
changes from a pointer to a double-headed arrow.
2. Holding down the left mouse button, drag the frame in
either direction indicated by the arrow.
3. Release the mouse button to end the “resize” operation.

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3.6 Automatic third-party program
start based on time

Program start It is possible to have your system configured so that one or


based on time more third-party programs start at a specified time.
This could be useful for spreadsheet and analysis programs.
You might, for example, want to run a spreadsheet program
every Monday morning to check the hours-run readings from
fans and pumps.

Tip Ask your DESIGO INSIGHT expert to configure a program


so that it starts automatically at a specified time.

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3.7 Navigating between programs

Navigation There are three basic methods of switching between the


various DESIGO INSIGHT programs:

From User action Result


The DESIGO 1. Click the desired program Starts the selected
INSIGHT taskbar button. INSIGHT program.

DESIGO INSIGHT 1. Select INSIGHT > Starts the selected


menu DESIGO INSIGHT INSIGHT program.
Programs > Plant Viewer

Windows taskbar 1. Click the application Displays the selected


button (possible when INSIGHT application in
application is already foreground.
operating).
Context menu 1. Right-click to display Switches to application
context menu. (starts Log Viewer if it is
2. Select Send To … not already running.).
3. Select the desire Different applications
application from the list. process the "transferred"
object differently.

Tip First check on the Windows taskbar to see whether the


program you need is already open. If it is, simply click the
program button.

Send to This function is available in all DESIGO INSIGHT foreground


programs. You can use it in the System Browser view of
Object Viewer for example, to go directly to the Alarm Viewer
program from an object signaling an alarm. Once in Alarm
Viewer, you can obtain more information about the alarm and
acknowledge or reset it.

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Example 1: 1. Click the Object Viewer on the DESIGO INSIGHT
Object Viewer to taskbar.
Alarm Viewer 2. Expand the view in System Browser until you can see all
the relevant data points in the System View. Active
alarms are indicated by a red alarm symbol on the
relevant site, device and object icons.
3. Right-click the object symbol to display a context menu.
4. Point to Send To >.
5. Click the required program (in this case Alarm Viewer).
This operation launches the program if it is not already open.
The alarm view is filtered by object (in other words, only
alarms associated with the object is displayed).

Reference For additional information on using the System Browser:


Refer to chapter "Working with System Browser" in this
manual.

Example 2: You can also use Send To, for example, to jump directly
Alarm Viewer to from an item selected in Alarm Viewer to its location in the
Plant Viewer plant graphics.
1. Open Alarm Viewer on the DESIGO INSIGHT taskbar.
2. If there is no tree structure displayed to the left of the

alarm view, click the System Browser button .


3. Expand the tree view to locate the relevant sites. Active
alarms are indicated by a red alarm symbol on the
relevant site, device and object icons.
4. Right-click the object symbol to display a context menu.
5. Point to Send To >.
6. Click the required program (in this case Plant Viewer).
This operation launches the program if it is not already open.
The Plant Viewer page containing the selected object is
displayed.

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3.8 Close application

Prior to closing Before closing a program it is good practice to:


• Check that there are no pending alarms requiring
attention.
• Save any data required for future reference
• Print any alarms, reports etc. which you may need for
future reference.

Close a 1. From the File menu, select Exit.


program OR
Click in the Close box in the upper right corner of the
program window.

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3.9 Operating the DESIGO INSIGHT
programs
3.9.1 Personalizing the workspace

The programs in the DESIGO INSIGHT system allow you to


personalize the workspace to suit your own preferences and
specific needs. For example, you can:
• Move, resize or hide the program toolbars;
• Position the DESIGO INSIGHT taskbar at the top or
bottom of the screen
• Adjust the position and size of program windows
• Choose to display or hide the program toolbar and status
bar

In Alarm Viewer and Log Viewer you can also:


• Define and save personal filter criteria
• Define and save personal sort criteria
• Select the columns to be displayed
• Define the order and width of columns
• Display/hide horizontal and vertical borders

3.9.2 Common program elements

Common The various DESIGO INSIGHT programs are designed to


elements make operation easier by providing the same “look and feel”
wherever possible. This section describes common elements
of the following programs:
• Log Viewer
• Alarm Viewer
• Object Viewer
• Trend Viewer

Reference For more information on Plant Viewer graphical user


interface, refer to Chapter "Plant viewer operation“ in this
manual. Alarm Router is a part of the alarm handling system.
Refer to the chapter “Alarm Handling” in this manual.

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View An INSIGHT application window has the following elements:
Application title bar Toolbar Pane
Menu bar Tab Contents

Pane Scrollbars Status bar


System Browser

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3.9.3 Working with System Browser

Function System Browser is an ideal tool for navigating through the


various levels of your system. It provides comprehensive
information about the automation and control system
hierarchy in all the available sites. The information is
displayed in a tree structure similar to that used in the
Windows Explorer.
Display:
Site>Device>Objekt>Proper
ty and status (e.g. alarm)

Data point Description of


type datapoint

Example of the System View in System Browser

The System Browser simplifies a series of processes and


makes it possible, for example to:
• Drag and drop data point objects to a view in Trend
Viewer.
• Filter information by site, device or object in an alarm view
or log view (see the "Alarm handling" and "Logging"
sections of this manual).
• View and modify the values and properties of objects.
• Jump to a weekly time schedule or an exception schedule
in the Time Scheduler.

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Reference For specific information on the use of System Browser in the
various INSIGHT programs, refer to the sections on the
specific programs in this manual.

Displaying/ 1. Click the buttons for:


hiding System
Log Viewer
Browser
Alarm Viewer

Object Viewer

Trend Viewer

Time Scheduler

2. Click "Show/hide system browser" to display tree


view.

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3.9.4 Viewing the data

As is the case with System Browser in all other INSIGHT


applications, the user can decide whether to view the data
using the Technical View, User View or System View.

Select view System Browser provides two identical tree structures, in a


format similar to that used in the Windows Explorer.
1. Select menu View > View.

Technical View Selecting the Technical View gives you a generic view of the
automation and control system.
e.g. Site:A’Ahu’FanEh’Cmd.FbVal.

Site
Plant
Partial plant

Aggregates

Components

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User Choose the User View to display a hierarchical view of the
Designation project. The User View has a project-specific naming
View. convention based on geographical location and type of
equipment and plant. This hierarchical structure is
engineered specifically for a project, and may not be
available in all projects:
e.g.: Zurich, Oerlikon, CA1, CM3, VR01, C, CHA.
Site Hierarchy User Description
designation
Site Region Region Zürich
independen Location OrtOerlikon
t
Site Plant CA1 Kitchen
dependent Function CM3 Air conditioning
plant
Device VR01 Extract air fan 1
Message C Switch-on
command
Group CHA HVAC

Note The user view is individually created for each building


automation system. It is otherwise empty if not engineered
for your plant.

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System View Choose the System View for a hierarchical view of the
engineered subsystems (Site->Device->Object). This uses a
naming convention, the system designation, which follows
the same structure (Site->Device->Object):
e.g. Siemens’AS01’BW5’Ahu1’Ccl "air cooler".

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Find objects If you have problems finding certain folders, sites, devices or
objects in either the System View or the User View of the
System Browser tree, you can use the Find function
described here to locate them.
Frequently used objects can be added to the Favorites folder
as described further on in this section.

1. Click "Find" on the toolbar.


OR
Press <F3> to display Find.

2. Enter search criteria (recommend * at the end of the


string) in the Name field (refer to "Search criteria"
below).
3. Click Browse in the Location group box and enter the
location to start the search.
4. In the Select Object to Search in dialog box, click the
relevant site or device and click OK.

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5. Click OK in the dialog box.
The window searching in "Plant Designation" appears
indicating that the search is in progress.
All data points matching the search criteria is listed here
by name and path.

Search criteria The Find dialog box allows you to configure the search
criteria as follows:
search string
The search string can
contain the wildcard
characters " * " and "
?".
Search in the selected
location and in all
objects throughout the
tree structure.

If selected, only strings


with identical upper-
case and lower-case
letters is searched.

If selected, the search


string is treated as a
System Designation or
User Designation
(path), not as an
ordinary text string (see
below).

Folder in which search


is to start.

If the check box Compare absolute path of objects is


selected, the search string is interpreted as a system or user
designation (path) rather than as simple text.

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Based on the search criteria in the above example, all
elements (folders, sites, devices and objects) containing the
text “CMD” (Command) in the folder “DevS”, and in all
folders down the tree, is listed.

Example of a search result


One of the objects found, with the object ID and name plus the System
Designation (path)

Note Note that when text search criteria are applied to the System
View, the ID and designation of an element are treated as a
single text item. In other words, it's not possible to search for
an object designation (displayed in [ ]) independent of the
object ID. As a consequence, the wildcard * at the start of the
search string "* supply air sensor" is required to find, for
example, "AHU10 [supply air sensor]".

Tip You can use the search results to navigate in the following
ways:
− Drag and drop into System Browser to find the location of
the object
− Drag and drop into Trend Viewer to start trend logging
directly
− Right-click and select Send To… to navigate to another
DESIGO INSIGHT program

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Examples: If the check box Compare absolute path of objects is
Search selected, the search string is interpreted as a system or user
system/User designation (path).
designation • Sample path search in system view:
(path) List all FanSu belonging to "Site_A".
1. Start search in folder "Site_A".
Search string: "Site_A.*.FanSu*"

• Sample path search in user view:


List all measured values for "room air" group in any building
and on any floor.
Example of user designation structure:
?’??’?????’????

Building’Floor’Plant type & no.’Object type & no.

1. Start search in base element for the user designation.


Search string: “*’*’RA*’M*“

Examples: If the check box Compare absolute path of objects is NOT


Search text selected, the search string is interpreted as simple text.

• Sample text search in system view:


Search for all objects from "AS01" in site "Site_A", relating to
a heating plant, i.e. objects with an object designation
beginning with "HT".
1. Start search by device "AS01" from site_A. Search
string: "*HT*"

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Wildcards The following wildcard characters are allowed in the search
function:

Wildcards Description
* Represents any character or group of
characters
? Represents a single character

Example:
String Possible result
A?A* ALA; ANA; ALA100; ANA1;
M?* MA, M500, M, M_ALARM

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3.9.5 Setup workspace for Alarm Viewer and
Log Viewer

Setup The user can customize the workspace as follows:


workspace • Show/hide the toolbar
• Show/hide the status bar
• Show/hide System Browser
• Show/hide columns
• Modify column width and order
• Modify grid line display

Note The workspace settings listed above are stored on a user-


specific basis and is applied automatically when next started
by that user.

Toolbar From the View menu, select to show or hide the Log Viewer
toolbar.

Status bar From the View menu, select show or hide status bar.

System Browser 1. From the View menu, select System Browser to


show/hide the System Browser
OR

Click "Show/hide system browser" on the toolbar.

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Define columns 1. Right-click the column title and the confirm the dialog
box Change Column Order.
2. Select or clear the tick-boxes to display or hide columns:

3. To change the column order, select one of the displayed


(enabled) columns and use the arrow buttons to move it
up or down in the list.
4. Click OK to apply the new settings.

Note The Event Group column cannot be hidden. It appears


grayed-out (dimmed) in the list above.

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Change column The sizing of the column width works in the same way as in
width the Windows Explorer:
1. Point mouse to column divider.
The cursor changes from a pointer to a double-headed
arrow.
2. Holding down the left mouse button, drag the frame in
either direction indicated by the arrow.
3. Release the mouse button to end the “resize” operation.

You can also double-click column divider to modify the


column width.

Note The column size cannot be set to zero. Refer to "Define


columns" to show/hide columns.

Change grid Grids can be shown or hidden.


settings 1. From the View menu, Show Grid.
2. Enable/disable the display of grid lines separately for
horizontal and vertical lines.
3. Click OK to apply the new settings.

Reset 1. Select Tools > Setup workspace to rest default


workspace workspace settings.
settings

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3.9.6 Locating log entries in the System
Browser tree

Localize entries With this function, sites, devices, objects and object properties
associated with a given log entry can be located in the optional
System Browser tree by means of the Locate function.
The relevant item is selected in System Browser.

Find entries 1. Place the cursor on the relevant field of an entry in the
event list.
2. Right-click to display the context menu. Click Localize
Entry.
3. The System Browser opens automatically if not already
opened and the corresponding element is selected.

Scope of the As an alternative to the Locate option, entries can also be


Find function located in the System Browser tree by means of the Find
function. This is a text search tool.
1. To invoke the Find dialog box, press <F3>.
OR
From the Edit menu, select Find.
OR
Click "Find" on the toolbar.

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Reference For details of how to use the Find function and the
associated search criteria: Refer to chapter "General
Operation" in this manual.

3.9.6.1 Filter events lists

Filter view Filtering the view produces a subset of the complete


database. If required, the view can be filtered by more than
one criterion simultaneously.

Filter types There are three basic filter options:


Filter function Description
Filter by “…” Selecting an item in the event list as a filter criterion allows
you to display only those events which match the selected
criterion (e.g. only events logged on the selected date, or
only “Alarm High” events, or only events related to “Room
217” etc.
Select from... Lists the available filter criteria based on the contents of
the selected column. The resulting filter is a logic OR
combination of the items selected from the list.
Note that the Date/Time column has pre-defined time
range filters such as “Current Day/Week/Month”, “Last
Day/Week/Month” etc.
Custom filter... You can customize a column filter using a range of
specific filter dialog boxes which vary according to the
type of column selected.

Note You can also use System Browser to filter a view. See
further down this section for a description of this procedure.

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Filter by “…” 1. Place the cursor on the field to be used as a filter
criterion.
2. Right-click to display the context menu.
3. Select the Filter by “...” command to filter the view by
this item.

Tip You can repeat this procedure for each column until the
desire information meets your needs. Also works with select
filter and customer-specific filer.

Filter with 1. Place the cursor on a field in the column by which you
"Select from" want to filter the view.
2. Right-click to display the context menu.
3. Choose Select from ... to display the following dialog
box:

Example of the Select from ... dialog box for the Site column in the “All” view
4. Left-click the item(s) you want to use as filter criteria.
You can select a combination of options by holding
down the <Ctrl> or <Shift> key while making your
selection.
The filtered view is included only events which match
one of the selected criteria.
5. Click Filter to filter the view.

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Custom filter This function cannot be used in the Event Group and
Comment columns.
1. Place the cursor on a field in the column by which you
want to filter the view.
2. Right-click to display the context menu.
3. Select the Custom Filters to display a dialog box
specific to the type of entry.
4. Enter or select the desired combination of filter criteria.

Example 1:
Custom Filter dialog box for the Date/Time column.

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Example 2:
Custom Filter dialog box for the text column.

Tip Add an * both before and after the word. This is the only
way to ensure that all entries that meet this criteria is
displayed.

Example 3:
Custom Filter dialog box for size and unit columns.

Example 4:
Custom Filter dialog box for the priority column (priorities
selected here correspond to the priorities on the management
station).

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5. Click OK to start the filter process.

Tip The three most recently used filter attributes for each column
can be found and recalled from the context menu (right-
click). See also “Operating Log Viewer” above for the
structure of the context menu.

Time/Date filter When you select the Time/Date field, you can select the
following options from Filter by Custom Filter as well as the
following:
• Current Example
o Day 07.05.2004
o Week 03.05.2004 – 09.05.2004
o Month May 2004
• Last
o Day 06.05.2004
o Week 26.04.2004 – 02.05.2004
o Month April 2004

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Indication of A funnel icon on the column header indicates that the event
filter status list is filtered.
Filter display

The currently applicable filter criteria are also detailed on the


status bar:

A window appear with the entire search string when you


double-click the status bar:

Remove Filters Remove all filters from a view.


1. Right-click the view. Select View > Remove filter.
OR

Click "Remove Filter" on the toolbar.


OR
Select menu View > Remove Filter.

Remove one specific filter criterion.


1. Right-click the relevant column. Select Remove.

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3.9.6.2 Saving and applying filter queries

What is a filter Currently applied filters can be saved as a set of criteria


query? referred to as a “filter query”.
These filter queries can then be recalled and applied to a
view of the same category.
In principle, filters are saved on a user-specific basis, but if
required, each user can also apply any existing query saved
by any other user.

Save filter 1. Filter the view as required.


queries 2. Select Filter > Save.
OR

Click filter on the toolbar to display a list of your


personal queries.
3. Enter a query name (max. 20 characters).
4. Click Save.

Recall filter Recall filter queries from the Filter menu.


queries (This displays all queries in the system).
1. Go to the view to be filtered.
2. From the Filter menu select Predefined to display a list
of existing personal queries associated with this view.
If the required query is not in the list, click More to
display a list of all defined queries in the system.
3. Double-click a query in the list or select a query and
click Filter.

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Recall a filter query from the query list on the toolbar.
(This displays only your personal queries).
1. Display the drop-down list from the toolbar and select
the query to be applied:

Note Whenever a filter query is applied to a view, any other active


filters are removed (i.e. filter queries cannot be combined by
running them in sequence).

Copy in Global filter queries can be copied to the list of personal


personal query queries.
1. Go to the view for which the required query is valid.
2. Select Filter > Predefined to display a list of existing
personal queries.
3. Click More to display a list of all queries in the system.
4. Select queries you want to copy to the list of personal
queries.
5. Click Copy.

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Rename filter 1. Select Filter > Predefined to display the list of existing
queries filters.
2. Select the query to be renamed and click it a second
time (slower than a double click) or right-click and select
Rename.
3. You are now in the edit mode. Edit the filter name.
4. Press enter or click into the background of the dialog to
complete editing and accept the new name
5. Click Close.

Delete filter 1. Go to view to which the query to be deleted applies.


queries 2. Select Filter > Predefined to display a list of existing
personal queries.
3. Right-click the filter query to be deleted and click Delete.
4. When you have finished deleting the filter query or
queries, click Close to close the dialog.

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3.9.6.3 Sort entries

Sorting As a general rule, each column can be sorted independently


principles in ascending or descending order.
By default, if no specific sorting criteria apply, each column is
sorted in descending order, with the Date/Time column
having the highest priority. This default state is never
indicated.
Sorting is initiated by clicking the heading of the column to be
sorted.
The first column to which sorting is applied has the highest
priority in the sort hierarchy. The last column to be sorted
has the lowest priority in the sort hierarchy.

Sort entries 1. Click the heading of the relevant column.


Clicking the column heading for the first time sorts the
appropriate column in ascending order.
2. Click a second time to change the sort criterion to
descending order.
3. Click a third time to remove the sort criterion for this
column.

Indication of When one or more columns in view are sorted arrowhead


sort status symbols are displayed in the appropriate column headings,
to indicate which of the columns are sorted, and in which
order (ascending or descending).

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Further, a number beside each symbol indicates the sort
priority for this column.

If at least one of the columns in the view is sorted, the


following icon appears on the status bar:

A double-click the “Sort” icon on the status bar opens a field


containing full details of the sort criteria:

Remove sorting 1. Click the relevant column heading until sorting is


removed.
− The column is sorted in ascending order at the first
click.
− The second click results in a sort in descending order.
− A third click removes the sort in this column.

Remove sorting 1. Select View > Remove Sorting.


from all OR
columns
Click "Remove sort"
OR
Right-click to open context menu and select Remove
Sort.

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3.9.7 Printing from programs

General • Printing is general possible for all applications in DESIGO


INSIGHT.
• Each program can be assigned to a different printer, and
you can have several printers connected to your
management station.
• This allows you, for example, to send graphics to a color
printer and reports to a laser printer, without having to
change the print settings.
• Print-outs from the various programs have a common
appearance (layout, header, footer etc.).

Print Preview The Print Preview button on the toolbar of the


individual programs in DESIGO INSIGHT displays each page
as it looks when printed.

Working with When you have decided what you want to print (e.g. a
Print Preview filtered and sorted selection of alarms, or a trend view,
perhaps),

• Click Print Preview on the toolbar.

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In the Print Preview screen you have the following options:

Text on toolbar Function


button
Sends the previewed document to the printer.
The standard Windows Print dialog box
appears, allowing you to select a printer, define
the print range, specify the number of copies
you require, etc.
Lets you view the next page in a multiple page
document.
Returns to the previous page in a multiple page
document.
Displays one page at a time (option only
available in Two Page display mode).
Displays two pages at a time in a multiple page
document (option is only available if current
display mode is “One Page”).
Magnifies the view in two stages. This button
then becomes inaccessible, and Zoom out
becomes active instead.
Reduces the size of view in two stages. This
button then becomes inaccessible, and Zoom
in becomes active.
Closes the Print Preview and returns to the
standard document view.

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Printing a 1. Click Print in the menu or print on the application
document toolbar. The Print dialog box appears.
2. Check that the printer shown in the Printer dialog box is
the one you want to use.
If not, scroll through the list to find the correct printer.
3. Specify the page range where appropriate.
4. Specify the number of copies you require.
5. Click OK.

Print a 1. Press <Alt>+<PrtScn>, to copy the selected window


‘snapshot’ of screen.
the screen OR
Press <PrintScrn> to copy the entire screen to the
clipboard.
2. Switch to a word processing program.
3. Select Edit > Paste to insert the clipboard contents into
a document.

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4 Start DESIGO INSIGHT
Chapter overview This chapter describes how to start DESIGO INSIGHT, shut
down and how to add or delete a user with the proper
authorization.

4.1 Startup DESIGO INSIGHT

Automatic start Your DESIGO INSIGHT is normally configured to automatic


startup when the computer is turned on. Installation
modifications for automated start or after a power outage is
described in the chapter Installation modification.

Manual start 1. Double-click the DESIGO INSIGHT icon on the


Windows Desktop.
OR
Click Start on the Windows taskbar
2. Point to Programs and then point to DESIGO INSIGHT
V2.3 to display a further menu.
3. Click DESIGO INSIGHT in this menu.
The DESIGO INSIGHT “splash” appears, indicating that
the program is being started:

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Note If any of the programs within DESIGO INSIGHT have been
configured to run automatically on start-up, there may be a
brief delay while these are launched.

Taskbar The startup process is complete when the standard Windows


taskbar and the DESIGO INSIGHT taskbar appear on the
screen:
The DESIGO INSIGHT taskbar

What can be Until you have logged in, you have no access to any of the
operated after functions of DESIGO INSIGHT. Selecting any of the buttons
start-up on the taskbar at this stage invokes the login dialog box.

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4.2 Login

Manual 1. Click any of the buttons on the DESIGO INSIGHT


taskbar to display the Log On - Shell dialog box.

2. Enter your user name and password. Note that the


password is case-sensitive.
3. Click OK.
If your system has been configured to connect to a site
or start a DESIGO INSIGHT program automatically, the
connection is established or the program is started when
you log in.

Note After a certain period of inactivity by the user, as shown in


the Time to auto-cancel progress indicator, the dialog box
closes.

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Change
1. Click the INSIGHT button on the DESIGO
password
INSIGHT taskbar
2. Select Properties to display the INSIGHT Settings
dialog box.
3. Click Change Password….
4. In the Change Password dialog box, enter your old
password in the Old password field:

5. Enter the new password in the New password field


(min. 4 and max. 16 characters).
6. Enter the new password again in the Confirm new
password field.
7. Click OK.

Note Passwords in DESIGO INSIGHT are case-sensitive. Take


care with the use of upper and lower case and check that the
<Caps Lock> key is not accidentally on.

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Operation When you log in, DESIGO INSIGHT checks the privileges
associated with your password. After login, all the programs
and menu options to which you have authorized access is
available to you.

Note If your system is configured to start the graphics component


of DESIGO INSIGHT automatically, then the Plant Viewer
navigation bar appears directly beneath the DESIGO
INSIGHT taskbar.

For details, refer to the "Operation of Plant Viewer" section of


this manual.

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4.3 Displaying system and version
information

Display This is a special indicator, showing if there is a problem with


the local management station. The symbol is always visible
in the DESIGO INSIGHT taskbar, even when no user is
logged on.

The image displays the content of the Supervisor


Information tab.
1. Click the INSIGHT button on the DESIGO INSIGHT
taskbar
2. Select Show > System information.
OR

Click system information on the taskbar.


The resulting dialog box gives details of the present
state of your system.

Tab Description
Supervisor Shows present state of databases, storage
information space, time synchronization and INSIGHT
applications.
Device status Shows an overview of connected automation
stations and their state.
Modem status Shows an overview of connected modems and
their state.
DESIGO INSIGHT Displays the exact version numbers for all
Information INSIGHT applications.
Project information Base information on storage location of the
various databases for your DESIGO INSIGHT
management station.

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Click here to display System Information window...

3 Tabs for 3 information groups

Supervisor Information
tab: browser pane

More information on the


highlighted browser object

Depth of information

Note Depending on the state of your system, the system


information button may show the number of critical or

warning states, and might look like this, for example:

Display version 1. On the DESIGO INSIGHT taskbar, click INSIGHT >


information About DESIGO INSIGHT.
The dialog window displayed gives details of the current
version of DESIGO INSIGHT.
2. Click Close.

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4.4 Manually connect/disconnect a
site

Definition of a A site is an independent (from the user's point of view) and


site self-contained logical entity within the building automation
and control system. A site is a means of structuring, and in
general, consists of an area which is self contained in terms
of location, function and organization (e.g. a building or a
group of buildings).

Manual 1. Click INSIGHT on the DESIGO INSIGHT taskbar and


connection select Connect/Disconnect.
OR

Click "Site Connect and Disconnect" .


2. In the pane of the INSIGHT Site Connect and
Disconnect dialog box, click the required site:

3. Select the desired site and click Connect (refer to State


of site connection below).
4. Click Advanced and an additional description of the
connection as well as the communication protocol.
5. Click More to display connection reference dialog for the
application and the reason for the connection.
6. Click Close when the site is connected.

Note Should you receive a message indicating that a connection is


not possible, contact your DESIGO INSIGHT expert or your
local Siemens Building Technologies office.

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What can be To display a list of currently active connections, left-click the
operated after Connection indicator in the DESIGO INSIGHT
connection to a
taskbar: .
site?
Symbol Icon description Details
No arrow available. There is no connection to and
from the corresponding site.
Green arrow pointing Connection established by the
from management management station, e.g. a
station to automation manual connection by a user ,
and control system or an automatic life-check
connection.
Red arrow pointing The site was called and the
from automation and connection cannot be
control system to established.
management station.
Red arrow pointing The site is connected for a
from management single application.
station to automation
and control system.
Green arrow with clock. The time for this site is
outside permissible range.

The same symbols are used to display the site connection


state in the Connect/Disconnect site dialog box. Click
Connect and Disconnect Sites on the DESIGO INSIGHT
taskbar.

Life check allows you to check whether or not the


Life check
appropriate site is still communicating with your management
station.
1. Click INSIGHT on the DESIGO INSIGHT taskbar and
select Connect/Disconnect.
OR

Click "connect and disconnect sites" .


2. Click Life Check in the INSIGHT connect and
disconnect sites dialog box.
The new Life Check time is displayed in the dialog box.
3. Click OK to close the dialog box.

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Disconnect site You can force an interruption to a site when the connection
to the site is maintained by an application.
1. Click INSIGHT on the DESIGO INSIGHT taskbar and
select Connect/Disconnect.
OR

Click "connect and disconnect sites" .


2. Select the corresponding site.
3. Click Advanced in the INSIGHT connect and
disconnect sites dialog box.
4. Select the connection.
5. Click Disconnect Site.
6. Click Yes if you really want to disconnect the
connection.
7. Click Close when the desired site no longer displays a
connection .

What can be When you have established a connection to a site, you are
operated after able to:
connection to a • Operate the system via Plant Viewer graphics
site? • Handle alarms (Reset, acknowledge etc.)
• Operate objects in Object Viewer
• Create and view an online trend in Trend Viewer

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Taskbar After a site connection is established, your user name
information appears on the taskbar to confirm your login.
after connection Further, the following changes are visible on the DESIGO
to a site INSIGHT taskbar:

Buttons Details Measures


A red clock in the time display indicates This is not necessarily a serious
that the site time and the management problem, but you should contact
station time are not synchronized, and that your system administrator or your
the time difference is greater than the local Siemens office for advice.
predefined maximum.
The connection display indicates the A list of connected sites and their
number of connected sites. properties can be displayed.
The System Click the System Event Indicator
Event Indicator to open the INSIGHT System
shows the Information window.
system status.

An alarm indicator on the right in the This removes all high-level alarm
taskbar indicates the number of high-level pop-up windows. For more
alarms, if any. Open Alarm Viewer (see information: refer to the “Alarm
“Starting programs manually” further handling” section.
below) or click the alarm indicator to start
Alarm Viewer with a pre-defined filter.

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4.5 System time

Overview "System time" refers to the time clock in your building


automation and control system. This includes the time at the
PX automation stations and the time on the management
station. You system has several so-called "Real Time
Clocks". As a rule, there is one per management stations
and one per PX automation station. The following options are
available for the time master for synchronization:
Option 1: PX automation station time is synchronized with
the time in a specific management station.
Option 2: Management station time is synchronized with the
time in the PX automation stations.
Option 3: No synchronization.

The first option is the most common. Option 3 may be used if


the management station and the automation stations are in
different time zones. In such cases we differentiate by
referring to the management station time and the PX
automation station time.
We usually refer to the time used by the PX automation
stations as the "site time".
In options 1 and 3, the PX automation stations are
synchronized with a single PX “master” automation station.
If the PX master fails, then a back-up automation station is
used until the master is back in service.

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Define time Define the time master in the system configurator.
master
1. Click "System Configurator" .
2. Right-click DESIGO INSIGHT building automation and
control system.
3. Select the Time Master tab and define the
corresponding settings.

Synchronization Synchronization with the management station, where


configured, takes place upon site connection. If the
difference between the management station time and the site
time is outside a given narrow band (e.g. 1 minute), then the
red “out of range” indicator is displayed and the time
is synchronized. If the difference is outside of a wider band,
e.g. 1 hour, then the same red warning icon is displayed, but
the time is not synchronized (this option prevents inadvertent
synchronization across time zones).

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Check / Change If the system time is incorrect, and the site time is
synchronized automatically to the management station time,
then check the management station time. This is displayed in
the lower right hand corner in the Windows taskbar. Double-
click this time display to adjust it using the normal Windows
interface. It is then usually sufficient to connect to site.
In cases where the site time is not synchronized to the
management station, you can adjust the site time as follows:
1. Click Connected Site on the DESIGO INSIGHT
taskbar.
2. Select the site and click Properties.

3. Select the Time tab and set date and time.


4. Click OK.

Note Your system has probably been engineered to synchronize


the management station time automatically with the site time.

If you follow the procedure below and it is not successful, i.e.


the site time reverts to the previous value, this indicates that
the site time is being synchronized by the management
station. To alter it, you must alter the management station
time via Windows.

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Daylight savings The switch from standard to daylight savings time is
time. automatic. This function is handled automatically both by the
management station via the Windows operating systems,
and, if required, autonomously by the PX automation
stations.
Where there is more than one DESIGO INSIGHT
management station, then just one of these may be
configured as the time master as in option 2 (see above).

UTC UTC (Universal Time Coordinated ) is a worldwide reference


time, equivalent to GMT (Greenwich Mean Time). UTC may
be used in the DESIGO PX automation stations, one
advantage being that daylight savings time changes are no
longer necessary and hence the trend data and historical
data does not suffer from gaps or compressions in clock
time. The disadvantage is that human operators of the
system prefer to work in “local time”. Check with your local
Siemens representative whether this option has been used in
your DESIGO system.

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4.6 Starting programs manually

Manual start The DESIGO INSIGHT programs can be started manually as


follows:
1. Click the INSIGHT button on the DESIGO INSIGHT
taskbar
2. Point to INSIGHT Programs
3. Select the desired INSIGHT program.

OR
Click the relevant program button on the taskbar.

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Taskbar Buttons Program name
Plant Viewer

Alarm Viewer

Trend Viewer

Log Viewer

Object Viewer

Time Scheduler

Alarm Router

System Configurator

Database Import Utility

RS Access

Note You only see buttons for INSIGHT applications to which you
have authorized access.

Tip You can use ToolTips to check which icon is associated with
which program (point the cursor at a button to display its
function).

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4.7 Create and delete user

Why create a A user login must be created for each DESIGO INSIGHT
user? user to ensure clear identification of the interaction in
DESIGO INSIGHT, e.g. acknowledging an alarm. The user is
assigned to a user group based on his or her activities (all
have the same access rights within the group).
You can only add or delete a user in the same or lower user
group.

Note A user may only be a member of one user group. For this
reason, each user must be assigned a clear name.

Create user Create a new user in the System Configurator.

1. Click "System Configurator" .


2. Right-click the user groups folder where this user is
assigned.

3. Select Add user.


4. Configure the user properties as described below.

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Copy user You can copy a user in the System Configurator.

1. Click "System Configurator" .


2. Right-click the user folder to be copied.
3. Select Copy user.
4. Enter the name of the new user and configure user
properties as described below.

Delete user To delete a user in the System Configurator.

1. Click "System Configurator" .


2. Right-click the user folder to be deleted. You can select
several folders by holding the control key and left-
clicking the desired folder.
3. Select Remove.
4. Click the key to delete one or more users.

Yes Deletes the currently displayed user.


Yes to All Deletes all pre-selected users without
confirmation.
No Skips the currently displayed user and displays
the next one.
Cancel Exits the dialog box without deleting any further
users.

5. Click Cancel to close the dialog box.

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User properties Configure user properties in the System Configurator.

1. Click "System Configurator" .


2. Expand the user group where this user is located and
double-click the desired user.
Configure the user properties in the User Properties
dialog box.

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User name The user name is displayed on the
management stations to identify the user.
Full name The full name is displayed in User
Properties and information on the state is
displayed in the toolbar.
Visa The signature serves the logon in
automation systems.
Password Input password configuration (validity 0
days = Password is always valid).
Account expires Ability to create a temporary user account.
Apply lockout policy The lockup guideline can be switched on.
(Configuration in INSIGHT Building
Automation and Control System >>
Properties).
3. Click OK to complete the configuration.

Note Additional information on user groups and user is available in


the document:
Installation and communication

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4.8 Lock

Disabling a An INSIGHT session can be locked, in order to prevent any


session further actions by the user. In this state, the background
activities continue to operate as normal.
1. Click the INSIGHT button and select Shutdown.
OR

Click the Lock/Logoff/Shutdown button on the


DESIGO INSIGHT taskbar.
2. Select the Lock option in the INSIGHT Lock, Log Off
and Shut Down window:

3. Click OK.
The taskbar indicates that the session is in the locked
state.

Automatic After a predefined period of inactivity on the part of the user


locking (definable in System Configurator, default 15 minutes),
DESIGO INSIGHT locks automatically to prevent
unauthorized system access.

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Releasing Log on normally to release the lock.
the lock
1. Click any button on the DESIGO INSIGHT taskbar. The
Unlock - Shell dialog box opens.

2. Enter the Password.


3. Click OK.

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4.9 Logoff

What to do Decide whether you want to shut down INSIGHT.


before logging • Close any open programs, and
off • Disconnect from all the currently connected sites.

Logoff 1. Click the INSIGHT button and select Shutdown.


OR

Click the Lock/Logoff/Shutdown button on the


DESIGO INSIGHT taskbar.
2. Select Log Off in the INSIGHT Lock, Log Off and Shut
Down window.

3. Click OK.

Note After logoff, all background DESIGO INSIGHT (e.g. online


trend) activities continue, the connection is automatically
maintained through a standby user. User actions are only
possible after the user logs in. If a user from a different user
group logs in, this may cause activities such as online trend,
which depend on user privileges, to be terminated.

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4.10 Shut down DESIGO INSIGHT.

Shut down 1. Click the INSIGHT button and select Shutdown.


DESIGO OR
INSIGHT
Click the Lock/Logoff/Shutdown button on the
DESIGO INSIGHT taskbar.
2. Select Shut Down in the INSIGHT Lock, Log Off and
Shut Down window.

3. Click OK.

Note Selecting Shut Down closes DESIGO INSIGHT on the


management station and disconnect all site connections.
Activities such as online trend is terminated (the data is
normally lost). To ensure uninterrupted monitoring of a site,
at least one DESIGO INSIGHT station or the INSIGHT
server must be operating.

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5 Working with Object
Viewer
Chapter overview This section provides all the information required by the user
to operate the Object Viewer (plant data points are displayed
in a browser) and the associated plant.

What is Object Object Viewer allows you to display detailed information


Viewer? about your building automation and control system, including
information about individual objects by data point name,
showing values, units and maximum and minimum limits.
Depending on user rights, object view and operation is
unlimited.

You can use Object Viewer to:


• Navigate simply and quickly through the system
• Locate data points (objects) and alarms anywhere in the
system
• Display detailed data point information
• Display on-line data from the process
• Manually change analog, digital or multi-state data points;
• Modify object properties
• Navigate from a selected object directly to the relevant
location in another program (e.g. Plant Viewer).

Object Viewer Descriptions of menu commands, toolbar and content


application windows are located in the DESIGO INSIGHT online help.
description A short description of the toolbar displays when the pointer is
pointing at a menu command.

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Start Object
1. Click the Object Viewer on the DESIGO INSIGHT
Viewer
taskbar.

System Browser with the The Contents pane provides a


automation system detailed overview of the elements
shown in a hierarchical selected in the left pane in System
tree structure. Objects are Browser.
grouped in folders.

Tip The view in the content window can be optimized to your


requirements (refer to Resizing application windows).

Refresh values Changes of object states and values are normally refreshed
automatically in Object Viewer.
However, a manual refresh is required in the following cases:
• After manual editing of object properties such as the user
designation text
• After connecting a site

1. In the Object Viewer, select View > Refresh.


OR
Click "Refresh" on the object view toolbar.
OR
In the Object Viewer, press <F5>.

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On top You may wish to keep Object Viewer open and on top of
other programs, enabling you to drag and drop several
objects into Trend Viewer, for example. To do so:
1. Select View > Always on Top.
OR

Click Always on top on the object view toolbar.


This switches between enable and disable.

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5.1 Displaying detailed data point
information from Object Viewer

Select a data 1. Display System Browser if necessary by clicking the


point
Show/hide System Browser button on the Object
Viewer toolbar.
2. Expand the System Browser view down the tree to
display the required object. If you have problems
locating the required object, use the Find function as
described above.
3. Click the object in the System Browser view to display
detailed information in the contents pane of Object
Viewer.
Attribute(s) of the selected object with
all the available system database
Selected object information plus the value.

Status bar with additional information


about the selected object.

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Displaying the The attributes of an object also indicate the current status by
object states means of an abbreviation (e.g. ZY). Double-click the attribute
line to open the properties dialog box. In this dialog box, the
state is described in plain text with the associated
abbreviation.

State Explanation Example

A Alarm Limit value exceeded.


D Delay period still Pump overrun active.
active.
F Communications Wrong I/O module in use.
failure to I/O module.
O Manually overwrite PXM10 / PXM20 or DESIGO
object. INSIGHT has set value.
R Alarm not yet reset.

S Output module on The switch is set on the


manual. output module (no software
function can overwrite the
value).
Input module on Default of a certain value to
manual. the application program.
U Alarm not yet
acknowledged.
W Object overridden by switch panel is switched off.
external switch.
X Alarm switched off Com Alarm Object is
switched off via EnEvt.

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Y Object overridden by Fire alarm active.
safety function.
Z Manually overwrite Fan cannot be switched on
object by system. before the damper is open.

Function history Object Viewer keeps a history of the last 20 objects selected.
There are two ways of navigating to previously selected
objects using the History option in Object Viewer.

Scrolling back and forth through the history:


1. Click Back and Forward buttons on the toolbar
to scroll through the 20 entries in the history.
OR
Select Back or Forward in the Go menu, or
2. Press <Alt + Left arrow> or <Alt + Right arrow> to scroll
up and down through the history.
3. Select a certain entry from the history:
You can display the list of history entries before and
after your present position:
4. Click the dropdown button next to the Back or Forward
on the toolbar. You can then select an entry from the
displayed list.

Dropdown arrow used to display the history of entries before your


current location in the process.

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Working with To simplify navigation to frequently used objects, you can
the Favorites add them to the Favorites folder.
folder You can then jump from Object Viewer to one of these
objects as follows:
1. Select the Favorites menu in Object Viewer to save your
"Favorites".
OR

Click Favorites on the toolbar.


2. From the list select the shortcut to the required object.

Add to You can add an object to the Favorites folder as follows:


Favorites 1. Navigate to the required object in the Object Viewer tree
and select it.
2. Select Favorites from the menu and Add to Favorites.
OR
Click Add to Favorites on the toolbar.
3. Enter the name of the link.

4. Click OK.

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Rename or The shortcuts in the Favorites folder can be renamed or
delete favorites deleted as follows:

1. Click Favorites on the object view toolbar.


OR
Select Favorites > Organize Favorites.
2. In the Organize Favorites dialog box, select the
shortcut to be deleted or renamed:

3. Click Rename to change the shortcut name.


OR
Click Delete to remove this data point.
4. Click Close to close the Organize Favorites dialog box.

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5.2 Modifying object values and
properties from Object Viewer

Before you begin this procedure, make sure you are


connected to the site. (You can check this from the
connection indicator on the DESIGO INSIGHT toolbar, or by
choosing Connect/Disconnect in the INSIGHT menu.)

1. Show System Browser.


(See "Show/hide System Browser" earlier in this
section.)
2. Select the desired object. Expand the System Browser
view as required.
The object is displayed in the content window.
3. Double-click the desired attribute/parameter in the
content window.
The PrVal Properties dialog box appears.

4. Click the Place data point in manual (i.e. overridden)


state checkbox.

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5. Analog values
Change the value or state with: spin buttons
Slide

Digital or multistate values


Change the value by selecting the state.

6. Click Apply or OK. This sends the new value to the field
device.

Note Not all users have the necessary authority to override or


change values. In such cases, the associated options is
inaccessible.

Note Object can only be changed in the Object Viewer, but not
deleted, since the displayed objects are engineered in the
process device. This applies to:
- Data points
- Calendar
- Notification classes
- User groups.

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Change user During the engineering of a DESIGO INSIGHT subsystem,
designation text information such as the engineering unit, the precision of
the value to be displayed and the minimum/maximum limit
of every object in the automation system is imported into the
DESIGO INSIGHT system database. These properties
define the format of information displayed in Object Viewer
and Plant Viewer.
Depending on your project, you may find that user
designations of the objects have also been retrieved from the
subsystem and imported into the system database. The user
designation can be modified in Object Viewer. Considerable
caution is required however (see below).

Caution When values or text are modified in Object Viewer, the


associated changes are made in the management
station database, but not in the automation systems. As
a result, the information in the management station is no
longer consistent with the information in the automation
and control system. It is essential to carry out a
database import, to fix the inconsistencies. It is also
possible that information modified manually in Object
Viewer might be overwritten and therefore lost during a
future database import.

Only perform these functions if you are fully aware of all


the consequences and have discussed the procedure
with the engineering specialists from Siemens Building
Technologies.

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Only perform these steps if you are fully aware of all the
consequences and have discussed the procedure with your
Siemens Building Technologies engineering specialist (see
the previous warning note).

1. Show System Browser.


(See "Show/hide System Browser" earlier in this
section.)
2. Right-click the desired object and select Properties.

3. Select the User Designation tab.


4. Select Define user designation for this object.
5. Enter the user designation for this object in the field
containing the pre-defined user designation structure.
To do so you can either type in all the information, or
you can select existing text from a list by clicking the

button associated with each block.


6. Click OK to save the new user designation in the system
database.

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5.3 Instruction texts for creating
alarms

Why Instructions provide the user additional information an event


instructions? (alarm) or an object in the user's plant. Informative
instructions can help the user eliminate faults faster, at lower
costs and with less stress or to introduce the appropriate
measure to eliminate the fault.
Since the texts are very project-specific, definitions are more
logically created by the plant user (operator).

Create concept Before starting the actual creation of instructions, it is


important to consider what instructions may pop-up
numerous times in the plant. Considerable time and effort
are saved if instructions can be assigned to multiple objects.

Text 2 Text 3

∆p ∆p ∆p ∆p

T T
∆p ∆p ∆p ∆p

T T T T T T

Text 4 Text 1 Text 5

Text Supplier Description Type


1 Siemens Sensors. QAM22
2 ABB Fan.
3 ABB Fan.
4 Siemens Valve. MXF461..
5 Siemens Valve. M3P..FY

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Select object Instructions can only be created for objects visible in the
Object Viewer, e.g. temperature sensor.

1. Right click the desired object in the System Browser.


Select Properties.
2. Click the Instructions tab.
3. Click Configure. Custom texts are displayed.

Create text These texts apply across site to avoid the need to newly
define texts for each site in a project.

1. Click New to start the user text editor.

2. Define a unique name in the Name field, e.g. Fire alarm


(max. 20 characters) and describe the appropriate
measure in the large text field.
3. Click OK > OK to save the data.
OR
Click OK > New to define the next entry.

Note Only users with the appropriate access can create or change
instructions.

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Create hyperlink You can create a hyperlink to the supplier data to avoid
installing all the data on a local computer.

Note Hyperlinks to the supplier may change. Adapting the


hyperlinks is an absolute must (refer to text editing).

Note You can get the hyperlinks to the Siemens DUs at your sales
representative. The example below refers to HQ in Zug.

1. Start Windows Explorer.


2. Open the website http://www.landisstaefa.com/opc_e/

3. Select the desired product by opening the product group


(folders).
4. Click the document icon to open the corresponding
website.
5. Select the Internet address (with the mouse) and press
<Ctrl>+<C>.

6. Switch to the user text editor from Object Viewer.


7. <Ctrl>+<V> inserts the Internet address in the editor,
e.g. QAM22
http://www.landisstaefa.com/opc_e/sheet/n1771d.pdf
8. Click OK > OK to save the data.
OR
Click OK > New to define the next entry.

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The following methods are available to create a hyperlink in
an instructions:
Syntax Description
Mailto:xx.xx@siemens.com Opens the mail dialog.
http://www.siemens.com Opens the website.
<File://c:\mye file.txt> Opens the file
<Ftp://C:\mye fdp file.txt> Loads the file from the
fdp.

Note Hyperlinks to folders with a space in the path must be


defined with <….> e.g.
<file://c:\My folder\Info.txt>

Text editing 1. Click Edit to open the user text editor.


2. Change the text in the Name field or in the large text
field for the instruction.
3. Click OK > OK to save the data.
4. OR
5. Click OK > Edit to change the next entry.

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Text The corresponding instruction can be assigned to every data
assignment point visible in the object structure.

1. Select the text you want to assign to the object.

2. Click OK. The text is applied in the text dialog.


3. Click OK or Apply to save the data.
OR
Click Cancel to reject the input.

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General text The corresponding, additional text can be assigned to every
data point visible in the object structure. The input and
assignment is the same as for the instructions. This general
text is, however, only visible in Object Viewer and should,
therefore, only be used with the instruction is not directly
related to an alarm, e.g. a reference to a data sheet.

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6 Operating graphics
Chapter overview This section provides all the information required by the user
to operate graphics (Plant Viewer) and the associated plant.

Start Plant
1. Click the Plant Viewer on the DESIGO INSIGHT
Viewer
taskbar.

Note Your system may be configured so that Plant Viewer is


launched automatically when you start DESIGO INSIGHT.

6.1 Layout of the Plant Viewer


screen

The Plant Viewer screen consists of the following basic


areas:
• Navigation bar.
• The graphics page(s)
The Windows taskbar is visible and accessible

The DESIGO Plant Viewer Title bar on


INSIGHT taskbar Navigation bar the graphics Graphics page
page

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6.2 Help in Plant Viewer

Tooltip If tooltips have been engineered for your system, they


appear automatically when the cursor is pointed at a specific
item on the graphics page.
They provide a brief text label describing the function of an
icon or button, for example. In Plant Viewer you can specify
the type of text label you want to see when you point at a
graphic object.
In addition to displaying the engineered tooltip text, you can
toggle between three additional options:
• No additional text
• Supplemental technical designation.
• Additional system designation.
• Supplemental user designation.

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Display tooltip 1. Right-click the Plant Viewer navigation bar. Select
Tooltips.

2. From the options displayed, choose “Technical


Designation”, “System Designation”, “User Designation”
or “None”.
Select: For…
Technical designation … a text label based on the
hierarchy of the BACnet objects.
E.g. Site:A’Aoa’FanEh’Cmd.FbVal
System designation … a text label based on the system
address.
e.g. Site:AS10’Vnt10’Fan’Cmd.
User designation … a text description can display,
for example: building, floor, plant
type, plant number, data point type
and number, etc. e.g.
Siemens’AS01’BZW5’Ahu1’Fan.
3. Move the cursor over an item on the graphics page to
display tooltip information. (Do not click the mouse
button.)

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6.3 The navigation bar and the
context menus

Navigation bar The following buttons are available on the navigation bar:

Functions Page functions:


Buttons Function
Last Page Opens the previously opened
graphic page (reverse sequence).
Forward Opens the previously opened
graphic page (forward sequence)
Page History Displays a list of the six most
recently selected graphics pages.
Page Up Opens the previous (parent)
graphics page in the hierarchy
defined in your system. If the page
appears in the root of the page
browser, i.e. there is no parent page,
this icon is grayed out.
Next Page Opens the next graphics page in the
sequence defined for your system;
(must be engineered: not every
graphics page has a “next page”
defined).

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Select page Opens a list box, from which you can
select a graphics page to open. If
engineered accordingly, the graphics
pages may be displayed in a hierar-
chical structure. You may also be
able to choose whether to open the
selected graphics page in addition
to, or instead of the currently open
graphics page, depending on your
user privileges.
Top Page Opens the “Top” graphics page, i.e.
the opening screen for your system.
(This may be a photo of the building
or a map of a building complex, for
example).
System Opens the “System Overview” (topo-
overview page logy) graphics page, if available.
Present Opens the "current overview page"
overview page of the defined graphics page. It is
context related, i.e. open various
graphic pages depending on the
queried location.
Favorite pages Keeps a list of maximum 20
“Favorite” graphics pages.

Special functions:
Buttons Function
Page Setup Defines the layout of the graphics
page to be printed and the printer
used.
Print Preview Shows a print preview of the
graphics page in the active
window.
Print Prints the graphics page in the
active window.
Page data Displays a text summary of all the
snapshot objects of the graphics page in the
active window.

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Page Lets you create a text file with
description your own description of the
graphics page in the active
window.
Page properties Displays the properties of the
graphics page in the active
window.

Reference For information about printing from the INSIGHT, refer to:
− “Printing” in the “General operation” section of this manual
− “Printing from Plant Viewer” in this section

Handling multiple windows with the buttons on the Plant


Viewer navigation bar:

Buttons Function:
Tile Arranges all the open graphics
Horizontally pages on the screen.
The graphics pages can be “tiled”
Tile Vertically (arranged horizontally
Cascade or vertically)
or “cascaded” (overlapping).

Select Selects an option from the list of


Window open windows, and bring it to the
foreground.
Close Window Closes the active window

Close All Closes all currently open windows.


Windows
Project help Project-specific help (not available in
all projects).

Tip All the navigation functions on the navigation bar are also
available in the Page context menu. To display the Page
context menu, right-click in the background of a graphics
page.
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System context To display the System context menu right-click anywhere on
menus the navigation bar (but not on a button).

The System context menu appears, as shown below:


Saves custom workspace setting upon exitDefines additional information
from Plant Viewer. referenced in ToolTip for graphic
symbols.

Display Plant Viewer version Displays version information for graphics


information. standard.

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Page context To display the Page context menu, right-click anywhere on
menus the background of a graphics page.

The navigation commands in the Page context menu have


the same functions as the corresponding buttons on the
Plant Viewer navigation bar (see above for a description).

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6.4 Displaying/hiding the navigation
bar

Show / Hide The navigation bar is displayed automatically when Plant


Viewer is started, but it can be hidden and redisplayed as
follows:
1. Right-click anywhere on the background of a graphics
page (but not over a symbol).
2. Select Show Navigation Bar.

Tip Key combination: Press <Ctrl+N> to show or hide the


navigation bar.

Project-specific The project-specific help allows for defining customized


help processes, e.g. behavior in the case of alarm messages.

1. Click on the Plant Viewer taskbar.


2. Go to the desired information

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Note This project-specific help is not a part of standard delivery by
Siemens; it must be ordered separately as needed.

6.5 Opening graphics pages

Navigation You can navigate between graphics pages in three main


methods ways:
• Buttons on the navigation bar
• Options in the Page context menu
• Engineered buttons and symbols on the graphics pages.
This last method is described under “Operating the
graphics” later in this section.

Note Typically, the total number of windows which can be open


simultaneously in Plant Viewer is limited to ten. Double-click
the page name, or select it and click OK to open the graphics
page and close the Select Page dialog box

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Open a graphics To open a graphics page in a window:
page
1. Click Select Page on the navigation bar, to open
the Select Page window.
2. Click + to expand the tree structure.
Double-click the page names.
OR
Select page names and click OK (dialog box closes).
OR
Click Apply to open the graphics page without closing
the dialog box.

When enabled, you can keep a previously opened window on-


screen or open and display the selected page in a new window.

Tip Key combination: Press <Alt+P> on the keyboard to display


the Select Page list.

Navigate Use the buttons on the navigation bar as described above


between under “The navigation bar”.
graphics pages

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Add to It is possible to add frequently-used graphics pages to a list
Favorites of “Favorite” pages. This list is easily accessible from the
navigation bar. To add a graphics page to the list:
1. Open a “Favorite” graphics page (i.e. one to which you
know you want to return to frequently).

2. Click Favorites on the navigation bar.


3. Click Add to Favorites to add your selected open
graphics page to the list. The graphics page name now
appears in a drop-down list whenever you click the
Favorites button.

Note The Favorites list can hold a maximum of 20 graphics pages.

Open Favorites
1. Click "Favorites" on the navigation bar to display a
drop-down menu.
2. Press <Alt+5> to open Favorite page No. 5.

Tip You can directly access the first 10 graphics pages with the
key combination <Alt+"Favorites number">.
Example:
For example, press <Alt+5> to open favorites page number
5.
To access favorites 10 – 19, click the favorites button on the
Plant Viewer navigation bar.

Remove from To remove a graphics pages from the Favorites folder,


favorites follow steps 1 to 2 above but click Remove from Favorites
as step 3.

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6.6 Components of the graphics
pages

Definition The graphics pages appear in the main area of the Plant
Viewer screen, and in essence, comprise the following:
Graphics Linked Definition Possible user action
component with object
Background No Background of a graphics page, Right-click in the back-
consisting of a simple ground of a graphics
background Color or, perhaps, a page invokes the Page
photo of a building, or a bitmap context menu
of a floor-plan. The background
is static and not linked to any
object.
Symbols No Symbols not linked to any object. Right-click invokes the
These behave in the same way Page context menu
as the static background of a
graphics page.
Genie Yes Symbols linked to one or more Right-click invokes the
objects. Object context menu
Program Genie Yes This is a subset of the genie. Right-click invokes the
with Super- They can be identified by the Object context menu
Genie. white frame which appears Left-click opens the
when the cursor is passed over super genie.
them.
Buttons Sometimes Visible or invisible buttons (or Left-click performs the
areas) which respond when action defined
clicked on, e.g. by opening a
graphics page, operating an
object, opening another program
or executing a given function.
They can be identified by the
white frame which appears
when the cursor is passed over
them.

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Genie Move the mouse cursor over a symbol and right-click.
If the Object context menu opens, this indicates that there is
an object linked to that symbol. Symbols of this type are
referred to as Genies.
Releases from manual state.

Display object property sheet. Navigate to other DESIGO


INSIGHT programs via object
name or property name
Example of an Object context menu invoked by a right-click a Genie.

Super-Genie Move the mouse cursor across the graphics page. As the
cursor passes across an operable symbols with attached
super genie pages and all buttons are shown outlined with a
rectangle. (The default Color of the rectangle is white.)
Frame indicates that this
is either a Genie with
referenced super genie, or
a button.

ToolTip

Left-clicking inside the white frame results in the following:


On a button:
• Left-click operates the button
On a Genie with referenced Super-Genie:
• Left-click opens the super genie (a small pop-up window).

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6.7 Graphics operation principles

Mouse use Because of the significance of the context menus in Plant


Viewer, it is important to note the following conventions for
operating the mouse within a graphics page:
Right-clicking the Result
navigation bar
displays the System
context menu
Right-clicking an Executes an action, for example, opens a
operable symbol Super-Genie, operating a button.
displays the Object
context menu
Right-click Displays a context menu. The context is
defined by the position of the mouse before
the right-click. Right-clicking the navigation
bar displays the System context menu
Right-click the static background and on a
symbol: displays the page context menu
Right-click a Genie: displays the Object
context menu
Right-click a Genie: displays the Object
context menu

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Navigating in Use either the scroll bars or the engineered buttons to
graphics pages navigate within large graphics pages.
larger than the Example of engineered buttons for navigation
of the four fourths of the graphics page that
screen
are larger than the screen.

Scrollbars

Save You can save the workspace (the open windows and their
workstation on position) when you close Plant Viewer. As follows:
Exit 1. Right-click in the navigation bar before closing Plant
Viewer to display the System context menu.
2. In the System context menu, make sure that the option
“Save Windows on Exit” is ticked

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Keyboard The following default shortcuts are defined in Plant Viewer:
shortcuts
Keys Function
F1 Start project-specific help (if available in your
project)
Alt+F4 Close Plant Viewer
Alt+P Open the Page selection menu
Home Open the Top page
Alt+0..9 Open Favorite graphics page 0..9
Ctrl+N Show/hide Plant Viewer navigation bar
Ctrl+P Print page in active window
Ctrl+F Find Tag
F5 Back
F6 Forward
F7 Next Page

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6.8 Adding comments to pages

Scope It is possible to add individual comments to every graphics


page. This feature can be used for example to describe plant
and equipment in detail, to add instructions or information
about localization, or to attach information such as supplier
addresses. The text is saved in an individual file for each
graphics page.

Display or add To add or display a comment as described above under


comments “Scope”, follow these steps:
1. Select the desired graphics page.

2. Click the "Page description" in the Plant Viewer


navigation bar. The text editor program starts.
3. Click Yes to create a new file.
4. You can now enter or change comments for graphics
pages.
5. Click File > Save or Save under and enter the
corresponding file name.
6. Click Save.
7. Exit the text editor.

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6.9 Status indication in Plant Viewer

Genie with The following is just one example of an alarm indicated in


alarm symbols Plant Viewer, in this case a maintenance alarm:

alarm bell

Clock with pliers indicates a maintenance event.

Alarm symbols The following alarm states can be displayed:


Alarm state Display Symbol
Into Alarm Indicated by a swinging red
(Extended alarm) alarm bell
Into Alarm Indicated by a red alarm bell

Acknowledged Indicated by a red alarm bell


alarm marked with a tick
Unreset alarm Indicated by a gray alarm bell
marked with a tick
Normal not reset Indicated by a gray bell marked
(Extended alarm) with a cross

Maintenance and For run-time and maintenance events a clock with a spanner
operating hours symbol is shown:
events
Maintenance symbol:

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Manual state The manual state of an object is indicated with a yellow
indication “hand” symbol:

Example of a valve set manually to 20%

Fault indication. Communications failures or failures in the automation system


that prevent Plant Viewer from displaying the correct value of
an object are indicated by special symbols in place of the
normally displayed value:
Symbol Description Indicated state User action
Hash COM Communication Check
failure between connection with
management automation
station and system.
automation
system
Red question Error, automation Check
mark system. automation
system and
automation
system
communication

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Process state The following process plant or object states are displayed in
the Super Genie:
Process state Description Symbol
Safety Personal safety so that the
object cannot be switched.

Lock Lock a dependent object, e.g. a


damper must be opened before
the fan is switched on.
Delay Delay is active, e.g. dampers
must be opened first.
Manual switch. Panel switch is set manual.
Manual intervention User intervention with PXM20 or
DESIGO INSIGHT.
Transient Object is switching status, e.g.
from stage 1 to stage 2.
Automatically The object is in normal state.

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6.10 Handling alarms in Plant Viewer

Alarms can be acknowledged or reset with the Super Genie.

Simple object Simply objects with only a physical data point, e.g. valve,
damper, can be directly acknowledged.
1. Move the mouse cursor over the alarm bell.

2. Left-click inside the frame to open the super genie.


Present alarm state.

Acknowledge alarm
button.
Alarm reset button.

Exit button.
3. Acknowledge or reset the alarm using the buttons.
4. Exit the super genie.

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Hierarchical Hierarchical objects than are assigned more than one
object physical data point, e.g. fan, pumps are acknowledged via an
expanded alarm super genie.

1. Move the mouse cursor over the alarm bell.

2. Left-click inside the frame to open the super genie.

Data point selection.

Data point description.

Hardware state.

Process state.

Acknowledge alarm.

Reset alarm.

Exit button.

3. Click to display data point information.


4. Acknowledge or reset the alarm using the buttons.
5. Exit the super genie.

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6.11 Modifying object and property
values in Plant Viewer

Types of Plant Viewer is designed to allow you to modify values via


operation the graphical interface. The various operations can be
categorized as follows:
• Modification of values and states via the super genie.
• Modification of values and states directly in the graphics
pages using the standard buttons for operation.

The standard buttons used to operate the different object


types are basically the same in both the super genie and the
graphics pages. They are described below. It is possible that
your project may include additional buttons or other elements
for operation.

Access rights Depending on access rights, you can view values or change
them. DESIGO INSIGHT is designed to gray out buttons with
lower access rights or a super genie displays less
information.

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Example setpoint
With write access Without write access

Example buttons
With write access Without write access

Counters Analog value Digital or


multistate
Access value
rights
Low

Medium

High

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Operation elements
Object type Standard buttons Description Process
for operation
Digital value ON button (green) Click to switch equipment
on
OFF button (grey) Click to switch equipment
off
AUTO button Click to set state to
automatic
MANUAL button Click to set state to manual
Option button Click to toggle state
Checkbox Click to toggle state
Multi-state Multi-state buttons Click to set corresponding
value step
Multi-state buttons Click to set room controller
to corresponding operating
mode
MANUAL button with list Click to set desired
box operating mode
Analog value Spin buttons Use the arrows to set the
new value or, if possible,
edit directly the value field
slide switch Set new value with slider.

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Change values 1. Click a genie to open the super genie.
super genie. 2. Use one of the standard buttons described above, to
change the value.
For analog values, the entered value must be confirmed
by pressing the enter key.
3. Check that the new value has been written to and
reported from the field, and that the point status has
changed to manual.
4. Click the button to reset point status to automatic

.
5. Close the super genie.

Operate plants Plant control is the easiest way to influence a plant. With
plant control you can:
• Turn the plant on/off.
• Adjust setpoint.
• Navigate to schedule.
• Navigate control sequences.
• Acknowledge / reset alarms.

The examples below how plant control can be presented for


the user.

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Air handling plant.

Heating group.

Domestic hot water.

Operating an analog output is displayed in the same manner


whether a valve, variable speed drive or damper.

Operate valve. Window title with object names

Present operating state.

Present object state.

- Button for switching object to


automatic.
- Spin button to manually change
the value.
Button to exit the super genie
page.
Example: Super genie for a valve.

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6.12 Displaying the properties of
symbols, genie, and graphics
pages

Symbol Available symbol, genie properties:


properties • Object name
• Object type
• Object description
• Object system designation
• Object user designation
• User designation structure
The following properties (depending on object type) are
available only if the linked object can be written to:
• Object value (can be modified if the user has the
necessary privileges)
• Range, engineering unit and precision (can be modified if
the user has the necessary privileges)

Caution Note that editing the range (min./max. value) of an object


can cause problems in already engineered Plant Viewer
graphics pages !

Reference For general guidelines and details of how to modify object


properties from property sheets:
refer to “Modifying object values and properties from Object
Viewer” in the “General operation” section of this manual.

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Display 1. Right-click genie. Linked objects are displayed.
properties 2. Select the desired object or property names.

If there is more than one object name or property name associated


with a symbol, a list is displayed:
3. Select Properties.

Properties of a 1. Right-click the graphic page background. The context


graphics page menu opens.
2. Select Page properties.

The available properties of a graphics page are:


o General tab:
• Page name.
• Page title.
• Description.
• Previous page.
• Area.
• Sampling time.
• Scan time.
o Events tab:
• Page size Page commands (on entry, on exit and while
displayed)
o Window tab:
• Window title
• Parent window
• Child window(s)
• Window mode
• Window position
• Window size

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6.13 List object properties for a
graphics page

Locate page You can display a list of objects and their properties on a
data graphics page.
1. Open the corresponding graphics page.

2. Click Page Data Snapshot on the navigation bar.


OR
Right-click the graphic page background. The context
menu opens.
Select Page Data Snapshot.
3. The resulting report is displayed in a text editor program.

4. Select File > Save as to save the text file.

Note A focus must be on the super genie for super genies. A


summary of the data from a super genie and a graphics page
cannot be displayed in the same snapshot.

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6.14 Printing from Plant Viewer

You can print a graphics page with the current information.

Configure print You can configure the print settings specially for printing in the
settings Plant Viewer:
• Printer selection and printer properties configuration
• Paper size and orientation
1. Click Page Setup on the navigation bar.
OR
Right-click the graphic page background. The context
menu opens.
Select Page Setup.
2. Configure the print settings.
3. Click OK.

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Display and Print preview provides an on-screen preview.
operate the
1. Click "Page Preview" on the navigation bar.
print preview
OR
Right-click the graphic page background. The context
menu opens.
Select Page Preview.
2. Check the displayed preview, if necessary using the
scroll bars or by zooming in and out.
Print this preview on
the selected printer Automated header
(Page setup). Toggle Zoom (for the printout).

3. Click Exit on the window title bar to close the page


preview window.

Note If you are ready to print directly, you can start printing
straight from the preview, by clicking the Print button on
the Print Preview toolbar.

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Print graphics Print present graphics page
page 1. (Optional): Check the settings by displaying a print
preview (see above).
2. Click Print on the navigation bar.
OR
Right-click the graphic page background. The context
menu opens.
Select Print.
3. The graphics page, with a print header, is printed as
defined in the Page Setup… menu.

Tip To print an immediate “snapshot” of the screen, press


<Alt+PrintScrn> for a snapshot of the currently active window
or <PrintScrn> for a snapshot of the entire screen. These
commands copy the selected snapshot to the clipboard.
When you select the print preview page, a bitmap image is
automatically generated and saved to the clipboard. This
enables you to insert it into another program without
difficulty. (Limitation: the image must not exceed the
standard dimensions.)

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6.15 Navigating to other DESIGO
INSIGHT programs via the object
name or property name (Send
To…)

Navigation You can navigate to other DESIGO INSIGHT programs from


Plant Viewer via the object name or property name of the
selected symbol.
This feature can be used for example
1. To open Alarm Viewer from a graphics page in Plant
Viewer in which an alarm is indicated, automatically
filtering the list of alarms by the corresponding object
name or property name.
OR
To open Trend Viewer and automatically start an on-line
trend with the corresponding object.

Navigation is as follows:
1. In Plant Viewer right-click a genie and select the
required object (by object name or property name)
2. Point to Send To > and select the target program from
the list.

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6.16 Exit Plant Viewer

Exit Plant Exit the INSIGHT Plant Viewer as follows:


Viewer 1. Right-click anywhere in the Plant Viewer navigation bar
(no on a button). Select Exit Plant Viewer.
OR
Click the Exit button on the right corner of the Plant
Viewer navigation bar.
OR
Left-click in the Plant View navigation bar in the
foreground and press <Alt+F4>.

Save workspace The position of the open graphics pages can be


configuration automatically saved when exiting Plant Viewer. They are
then displayed in the same manner when the Plant Viewed is
re-opened.
1. Right-click anywhere in the Plant Viewer navigation bar
(no on a button).
2. Select Save Window during Exit.

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7 Alarm handling
Chapter overview This section describes how the DESIGO INSIGHT V2.3
alarm system works, and how you may use it.

7.1 Principles of Alarm handling


What the alarm Your DESIGO system controls your building automation and
system does control system plants. Sometimes events occur (e.g. a fault)
that is important for the operator to know and requiring user
intervention. The alarm system processes and issues the
appropriate reports (e.g. to a printer or pager) for such
events.
Your DESIGO system reacts automatically to a fault (e.g. the
ventilation plant is automatically locked during a fire alarm).
An alarm is issued for a control deviation (i.e. a dirty filter
triggers only a simply alarm).
In both cases the system changes to an alarm state and a
corresponding alarm is issued. The system returns to normal
after the cause of the alarm is eliminated and reset by the
user.

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Hardware The diagram shows a typical DESIGO system reacting to an
elements of the alarm event. Note the functions performed by the
DESIGO system management station, the PXM10 / PXM20 hand-held
terminal and the receiver.

1 Physical event.
2 The alarm object in the automation stations changes state and
sends out an alarm message.
3 The management stations receives the alarm and forwards it to the
receiver. The new state is displayed in the Alarm Viewer.
The PXM20 receives the alarm and displays the new state.
4 The printer (alarm recipient) prints the alarm.

Alarm messages You must differentiate between these two: An alarm


and alarm states message is what is sent to a receiver, such as a printer.
An alarm state is the condition an alarm object takes when a
measured variable is outside normal range.

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Alarms and Alarms are actually a specific type of DESIGO INSIGHT
events event. There are four event types:
1. Alarm events.
2. System events.
3. User events.
4. Status events.

Events are all things that happen within your DESIGO


system. They are subdivided into the categories above on
the basis of their character. All events are capable of being
transmitted to one or more “receivers”. They are all assigned
a “priority”, i.e. a level of importance. All events are logged

and are viewable in Log Viewer .

Alarm events Alarm events generally constitute a warning, rather than just
information. They also differ from other events insofar as
they have a dedicated Alarm Viewer, for you to check the
current status of the source alarm object. By "alarm object"
we simply mean the source of the alarm, which is usually a
software element of the PX automation station. Furthermore,
the user interactions “Acknowledge” and “Reset” may only be
applied to alarm objects.

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System events System events concern activities of the DESIGO INSIGHT
software running on the management station: this does not
include the PX automation station hardware. Typical system
events are “Application start” (start INSIGHT application),
“Communication error” and “ Router job dispatch”.

User events User events are things that you (or your colleagues) have
done to the DESIGO system, via the management station.
Typical user events are “Alarm acknowledge”, “Pop-up
suppression” and “Time set”.

Status events Status events concern changes in the operation of the PX


automation stations, such as a change from “Stop” to “Run”,
and messages from third-party systems.

Interacting with The PX automation stations were programmed to monitor


alarms system conditions on alarm states. A software elements to
check contact state is available for each monitored element
(e.g. for each fire protection contact). We refer to this
software element as an “alarm object”. When the contact
indicates an alarm, then the alarm object changes to the
alarm state.
These alarm objects always appear on the Plant Viewer
graphics when abnormal, as well as in the Alarm Viewer list.
They are not displayed in Alarm Viewer when they are
normal. From either point you can see the immediate state of
the abnormal alarm object, and, according to the
programming of the alarm object, interact with it.

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By interact we mean:
• To acknowledge the alarm (state)
• To reset the alarm (so that it returns to the normal state)

All alarm interactions are logged in the log database and can
be displayed in the Log Viewer.

Simple alarm
Simple alarms (or alarm objects) do not require you to
acknowledge or reset, they simply return to the normal state
when the monitored condition (e.g. a dirty filter) returns to
normal.

Normal Normal

Alarm

Basic alarm
More important alarms (e.g. lack of water) must be
acknowledged. After the alarm state is eliminated, the plant
is once again released after acknowledgement.

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Extended alarm
For an extended alarm (e.g. velocity monitor), the reset
returns the plant to normal. Provided the monitored state
returns to the normal range. The idea is that important
alarms are not overlooked when the alarm condition clears.
The plant must be reset to re-start operation.

For the purpose of monitoring operations, the Log Viewer


can be reviewed to see who reacted to a Basic or Extended
alarm and when.

Caution A reset and acknowledge with the PXM10 / PXM20 of a


Basic or Extended alarm is not logged in the DESIGO
INSIGHT Log database. So that checks of the user is not
possible at a later date.

Alarm priorities There are 10 alarm priorities (degrees of importance)


numbered from 0 to 9, of which 0 is the highest priority. We
typically do not user all levels in DESIGO INSIGHT. Each
priority is allocated a text description, so that the alarm
message which appears at the DESIGO INSIGHT
management station is easy to understand.

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Event These are not used for PX objects in this release of DESIGO
classifications INSIGHT. There are, however, used for linked SCADA
systems (linked system not from Siemens).

Event priority Like alarms, the other 3 event types also have a priority: the
same priority text description (e.g. “High”, “Low” etc.) is used
for all four. Also like alarms, "Category" is not used with the
other events.

Alarm A number of applications are employed on the DESIGO


applications INSIGHT management station for alarm handling:
• Taskbar (DESIGO INSIGHT Shell)
Shows a summary of all site alarms
• Alarm Viewer Shows the state of all alarm objects not
in a normal state.
• Log Viewer Displays a list of all alarm messages.
• Alarm Router Used to configure which Alarm receiver
receives an alarm message.
• Alarm Pop-up Any events can trigger a pop-up window.
• Plant Viewer Display the present alarms in a pop-up
window.

The other 3 events (User, System, Status) use a limited


range of the applications above, being logged and visible via
Log Viewer and routable via Alarm Router.
• System information
An information system dedicated to the status of the
management station software. The information here is
only visible via the I Information application itself.

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Navigate between You can jump between various INSIGHT applications using
alarm principally Send to... as follows:
applications Task Bar Plant Viewer Pop-up Window

Filter applied

Note that a filter is applied if you use the taskbar to jump to


Alarm Viewer. When using the Send to... function, select the
object of concern before right clicking to display the option
list.

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7.2 Alarm handling-related INSIGHT
applications

Plant Viewer Plant Viewer gives you a graphical view of the alarm
location, showing the status of nearby plant, and also allows
you to interact with it. The alarm itself is selected by an icon,
for example:

Standard Alarm You can click the alarm bell icon to display a standard alarm
Window interaction window:
Indication of present state.

Interaction button

Exit button.

Using this window you are thus able to acknowledge and


reset the alarm. The corresponding buttons are only enabled
when appropriate. Acknowledging and resetting is the same
as any other INSIGHT application and PXM10 / PXM20
operator units.

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The meanings of the various icons is as follows:
Symbol Description Alarm cause User
intervention
Alarm Alarm cause None
exists.
Acknowledged Alarm cause Acknowledged
alarm exists. alarm
Acknowledged Alarm cause no Acknowledged
alarm, longer exists. alarm
not reset.
Unacknowledged Alarm cause no None
alarm, longer exists.
not reset.
No Alarm cause no Alarm reset.
more longer exists.
display

You can acknowledge or reset alarms according to the way


they have been engineered by us; for example for
unimportant alarms a reset is usually deemed unnecessary.
Furthermore, you may only reset alarms if the field condition
has been returned to normal. These strictures are
automatically taken care of: only the correct interaction
buttons are displayed:

Acknowledge

Reset

Note All alarm interactions in INSIGHT applications are logged,


and may be displayed in Log Viewer.

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Extended alarm In same cases there is more than one alarm signal pertaining
user interface to a single plant item, such as a fan. In such cases clicking
the alarm bell icon described above displays an enhanced
interface. Note that the actual display depends upon the
privileges of the user; a lower level user sees somewhat less
of the interface than as shown.
The operation of the lower part of this interface is exactly as
the standard alarm window described above.
Source of alarm

Click for more details

Possibilities

Possibilities

Possibilities

No flow. Difference command –


return.
Bypass command electrical overload.

Return bypass Fault in variable speed


control.
Revision switch. No pressure difference.

Manual switch.

The Reliability icon means that the signal source has


become unreliable, perhaps being open circuit. Operating
mode warns if an override has been applied.

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Taskbar - alarm These are displayed at the top right hand side of the
summary icons DESIGO INSIGHT taskbar. As described in the section on
navigation, you can click one of the three symbols at any
time to display the Alarm Viewer. The display for the selected
symbol is filtered by alarm priority.
The alarm priority groupings “High-medium-low”, used in the
Taskbar, are nominally set during engineering. The alarm
priorities (see introduction) are typically divided:

Priority Taskbar group


0...2 High
3...6 Medium
7...9 Low

Examples
On e high alarm, unacknowledged

Tw o high alarms, at least one acknowledegd

One high alarm, normal unreset


Number of alarms or normal unacknowledged
within group

Worst state of any


alarm
within group

Priority Group High Medi um Low

Currently no active
Low Priority alarms

The number in the taskbar icon indicates the total number of


alarm objects that are abnormal within the taskbar group.
The alarm bell symbol itself indicates the “worst case” state
of those objects in the taskbar group, where
Unacknowledged is worse than Acknowledged, which is
worse than Normal unrest/unacknowledged. The last state is
rather unusual as it groups together the states Normal -
unacknowledged and Normal - unreset. Where there are no
abnormal states within a taskbar group, the icon is not
displayed.

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Alarm Viewer Alarm Viewer displays all alarm objects in your DESIGO
system that are not normal. You may acknowledge and reset
alarms from here either singly or in groups (see the section
pm “Using Alarm Viewer to acknowledge and reset alarms”).
Alarm Viewer is concerned with alarm states, not alarm
messages: for the latter see below.

Log Viewer - This displays all alarm messages received by the


Alarm Section management station, but not alarm states: the latter is
displayed by Alarm Viewer. You cannot acknowledge or
reset alarms from here.

Pop-up window The pop-up window displays the alarm object. When an
alarm occurs, you can acknowledge it or switch directly to
the Plant Viewer.

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Alarm Router The INSIGHT Alarm Router forwards all event messages
including alarm messages to recipient devices, so-called
recipients. The following receivers may be configured for
DESIGO INSIGHT:
• Printers.
• Fax machine.
• E-mail receiver.
• Pager receiver.
• File
• Management station pop-up.

The routing of event messages can be finely tuned,


according to:
• Alarm priority.
• The time of day
• The availability of Alarm receivers

Groups of events (routing groups) must be created: it is


these that are linked to receivers using Alarm Router.

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7.3 What happens when an alarm
occurs

When an alarm occurs you are informed via a receiver, such


as the management pop-up (see diagram in “Hardware
Elements of the DESIGO INSIGHT alarm system”).
Automatic control (e.g. turning off the plant) may only take
place at the PX automation station level.

What you We recommend the following measures:


should do next 1. Acknowledge the alarm.
2. Consult the instruction to introduce the proper measure
as necessary.
3. Check the immediately affected plant on-site.
4. Check if any other alarms have been triggered, and
check their affected plant.
5. Eliminate the cause of the alarm.
6. Execute the required interaction (reset the alarm
objects).

The diagram shows one example of this philosophy and how


to navigate between the various INSIGHT applications
related to the alarm. Of course, if you are already
comfortable operating DESIGO INSIGHT, feel free to
develop your own strategies for navigating between the
programs.

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Check the Plant Viewer is the easiest method to check alarms, since
impacted plant the alarm bell is displayed for the object in question.
with

Pop-up window 1. Click Plant Viewer in the pop-up window to go directly


to the Plant Viewer.

Alarm Viewer 1. Right-click alarm entry in the Alarm Viewer and Send to
> Plant Viewer in the context menu.

Log Viewer 1. Right-click alarm entry in the Log Viewer and Send to >
Plant Viewer in the context menu.

Check if other This is most conveniently done via Alarm Viewer. Start Alarm
alarms have Viewer and order the “time of alarm” column, so that the
been triggered most recent alarms are visible. You can jump directly to Plant
Viewer by right-clicking the alarm and using Send to....
Alternatively you may display Log Viewer, Alarm tab. The
latest entries in the list are on top by default. You can also
jump to the Plant Viewer with Send to.

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Resolving the This of course depends up the alarm itself. You must decide
cause of the on the required measure (create instructions for your
alarm personnel). Until the source of the alarm is removed, you are
unable to clear the alarm (by resetting it) from the Alarm
Viewer.

Acknowledging You can acknowledge and reset alarms using either:


and resetting • Plant Viewer
alarm objects • Alarm Viewer
• in pop-up (Acknowledge only)

The advantage of using Plant Viewer to interact with alarms,


is that it shows diagrammatically the source of the alarm and
the effect on the immediate plant. The disadvantage is that
you do not have an overview of all plant alarms and
interaction with alarms is on a one-by-one basis. The
opposite is true of Alarm Viewer, which of course has no
graphical element but allows multiple interactions.

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Acknowledge / Use the standard or enhanced interface window as
reset alarms. described in the section above.
You can interact with alarms either singly or in multiples:

Highlight single or multiple alarms


using left click
or
<SHIFT> Left click
or
<CTRL> Left click

The interaction buttons are


enbaled as appropriate

If you make a multiple selection then the interaction symbols


are displayed according to states that are common to that
selection. If both buttons are grayed out, then there is no
common interaction available to your selection. Select
alarms that all have the same state to enable a multiple
acknowledge or reset.
The alarm states are displayed with symbols and text. The
symbols are described in the section on Plant Viewer.

Acknowledge You can acknowledge the alarm directly in the pop-up


alarms via the window via the Acknowledge button. Reset is not possible
alarm pop-up with the pop-up.
window

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7.4 Alarm Viewer: General operation

Alarm Viewer displays a list of the states of all alarm objects


that are in an abnormal state. You can acknowledge and
reset alarms from here. The layout of Alarm Viewer is as
follows:
Print Alarm Viewer table
Print preview
Show/hide Object Browser
Search for an object

Filter functions
Stop column order
Display To Do text
Refresh

Alarm acknowledge
Alarm reset

The display table can be influenced in the Alarm Viewer.


These operations include:
• Ordering of columns
• Filtering the display
• Select which columns are shown in the table

These operations are described in detail in the general


handling section of this User guide.

We show here some specific examples of these features in


use.

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Filter You can filter the Alarm Viewer table by the same general
methods described in the general handling section.
Save present filters
Filter Connected Sites
Turn off filter List of available filters

Actively save filters (if available)


Display, whether filter is active

The filter effect is also applied if you jump from the DESIGO
INSIGHT taskbar alarm summary icons.
Examples of filters you may find useful are:
• All alarms of a specific priority
• All alarms after this morning at 0800
• All alarms pertaining to e.g. the boiler plant.

Alarm “To Do” This is an optional text note that can be appended to an
text alarm object, to assist you in someway with the situation. An
example is provided below:
An example is shown below:

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Editing the To Do This can only be done using Object Viewer. Only users with
Text higher access rights can create or change instructions as
described in the section "Object Viewer".

Alarm Viewer In a large DESIGO system, there may be many hundreds of


refresh alarm objects. For this reason, Alarm Viewer does not
routinely poll all points just in case they may be in alarm,
rather it reacts to events as they happen. We refer to this as
a COV (Change of Value) mechanism. You can check if
Alarm Viewer is up to date via the Refresh icon:

Keine neuen Daten verfügbar

Neue Daten verfügbar: zur


Aktualisierung hier klicken

Note A similar mechanism applies to Log Viewer.

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7.5 Making adjustments to the alarm
handling system

General You can individually configure alarm response based on your


operational requirements with DESIGO INSIGHT. For
example, you can determine which alarms are sent where,
e.g., SMS to the janitor from Friday, 5:00 pm through
Monday, 8:00 am.
The properties can be edited:
− The routing of event (including alarm) messages
− The appearance and sounds of pop-up windows
− The limits which are used for analogue alarms
− The text used for each alarm priority
− The groups used for the alarm summary icons on the
DESIGO INSIGHT taskbar.
− Which management stations log events and which events
are logged.
− The priority of System and User events.

Note Changes in the alarm objects in the PX automation stations


for example require a special engineering tool.

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7.6 Routing of alarm messages to
output devices

Overview Alarm routing determines the destination of the alarm


message. The target device is referred to the alarm recipient.
It is quite separate from alarm state display. All DESIGO
INSIGHT management stations in your system display alarm
states in Alarm Viewer, irrespective of where alarm
messages are routed to.

Although we refer here to “alarms” the principles apply


equally to all event types: Alarm, system, user and status
events.

Routing example Two examples are shown here:


1. Check Groups Group: High Alarms
Prio = 0...3
Event = Alarm

“Fire”
Group: High Other
Prio = 0 Prio = 0...3
Event = Alarm Event = System, User,
Status

2. Check Routes

Alarm Router Table

High Alarms Printer 1

High Alarms Pop-up

Here we see the simplest case of routing. An alarm message


arrives at the management station. The main attributes of the
message are checked against all of the available routing
groups. If there are any matches, these groups become
active within the Alarm Routing Table. In our example one
group is activated. The table is then checked, and the linked
receivers then receive the alarm message.

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In the following example a time schedule has been added to
the Routing Table. The initial “Check groups” stage is the
same. The active group is then checked in the Time
Schedule and routed to the target device at the appropriate
times.

Alarm Router Table

High Alarms

High Alarms Pop-up

Main Printer Security Printer

0800 12 00 1900

Router Alarm Routing is engineered using System Configurator


configuration
and Alarm Router . System Configurator is used in
this instance for:
• Creating, modifying and deleting Alarm Routing groups
• Adding, modifying and deleting Alarm receivers
• Configuring which management stations log event
messages and which event types

Alarm Router is used for:


• Enabling and disabling alarm routing to an Alarm receiver
• Applying time control to the routing of alarms.
• Configuring the alarm pop-up.

Alarm messages are always received by the PXM10 /


PXM20. this function is not configurable.
All event messages, including Alarm messages are routed
on the basis of routing groups.

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Example:
You may create a group “Panic Stations” which comprises all
alarm messages of Priority 0. This group may then be routed
to alarm receiver(s) as necessary. You cannot route an event
that is not a member of such a group.

Configuring The following instructions actually apply to events of all


routing of event types, not just alarms. In general to route an event:
messages
1. Create a routing group (System Configurator ).

2. Create a receiver (System Configuration ).

3. Link the group to a receiver (Alarm Router ).


Steps 1 and/or 2 can be omitted if the elements already
exist.

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Creating an Event message groups (including alarm routing groups) are
event routing created via System Configurator. You create the group
group according to:
• The event type (Alarm, System, User or Status)
• Event priority
• Site

Start System Configurator , and proceed as shown.


1. Right-click "Router Groups" folder.
2. Select Add.
OR
Right-click an existing group and select Copy.

Right click here and “add”

or Right click here and “copy”

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General 3. Select the General tab.
4. In the General Settings group box, enter the
designation in the Name field.
The Added Text is an optional text string that may be
displayed or printed together with the alarm message.
5. Select the options to be routed in the Event Groups
group box.
6. You may select the Designation group box as an
option. Click the check box Route after Designation if
you want to create additional sub-headings for the router
groups.

Route by Route by designation groups or classifies alarms by using


designation a portion of the designation chain as a routing criteria.

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Setup routing After enabling Route after Designation, two decisions
after must be made.
designation − Designation type: Select the view (technical view, user
view, system view) to complete the designation chain for
alarm routing.
− User syntax: (wildcards or regular expression).
These options determine how the chain criteria are
applied. The easier option, wildcards operate as
follows:

Wildcards Here are few examples:


(global ? corresponds to any individual character.
characters) . (period) Corresponds to a character chain.

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This router group should route all significant alarm events
from a given part of a plant (in this case the extract air fan).
Global characters allow the user to route all objects
belonging to the designation portion Ahu’FanEx.

User syntax "regular expression


More complex chain comparisons can be created with
Regular Expression syntax. Valid syntax is as follows:

. corresponds to any individual character.


x|y Corresponds to either x or y
[xyz] Character set. Corresponds to any characters
listed in the brackets.
[^xyz] Negative character set. Corresponds to any
characters with the exception of characters
listed within the brackets.
[a-z] Character range. Corresponds to any character
within the given range.
[^a-z] Negative character range. Corresponds to any
characters with the exception of characters
within the given range.
\ Take the next character.
^ Matches the start of the character chain.
$ Matches the end of the character chain.
* Matches the previous character or partial
expression 0 or multiple times.
+ Matches the previous character or partial
expression once or multiple times.
? Matches the previous character or partial
expression 0 or once.
{n} Exact match n times (n > 0).
{n,} Exact match at least times (n > 0).
{n,m} Matches at least n and maximum of m times (n
<= m, n > 0)
\d Matches a number. Same as [0-9].
\D Matches a character not a number. Same as
[^0-9].

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\s Matches any spaces (spacebar, tab, carriage
return, etc.).
\S Matches any character except spaces.
\w Matches any character forming a part of a word
including underscore.
Same as [A-Za-z0-9_].
\W Corresponds to any characters with the
exception of characters in Word. Same as [^A-
Za-z0-9_].

Sites 1. Select Sites tab.


2. Select sites in the Uprooted site dropdown box and
click Add >>.
The selected sites are displayed in the Routed Sites
dropdown box.

Remove You can delete sites with << Remove from the Routed Sites
dropdown box.

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Alarm categories 1. Select the Alarm Categories tab.
2. Select the categories in the Unrouted categories box
and click Add >>.
The selected categories are displayed in the Routed
categories box.

In the case of SCADA systems then there are entries, which


you may use as criteria for your routing group.

Remove You can delete categories with << Remove from the Routed
Sites dropdown box.

Priorities 1. Select Priorities tab.


2. Select priorities for routing this router group.

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Events 1. Select the Events tab.
2. Select the events and click Add >>.
The selected events are displayed in the Routed
categories box.

3. Click OK to save the data.

Remove You can delete events with << Remove from the Routed
Events dropdown box.

Routing text Routing via a routing text takes place in three steps:
I. Definition in the System Configurator.
II. Definition in the Object Viewer.
III. Assign in the Object Viewer.

Definition in the System Configurator.


1. Select the Events tab.
2. Click New and enter a corresponding routing text, e.g.
intrusion.
3. Left-click to exit entry.
4. Click Add >>.

5. Click OK.

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Definition in the Object Viewer:

Start Object Viewer , and proceed as shown.


1. Click + to expand the browser.
2. Right-click and Properties to open the Properties dialog
box.
3. Select the Routing text tab and click Configure > New.
4. Enter a name, e.g. Police and a corresponding routing
text, e.g. Intrusion.

5. Click OK > OK > OK.

Assign in the Object Viewer.


This must be repeated for all data points routed via a routing
text.
1. Select the next data point with the browser.
2. Right-click and Properties to open the Properties dialog
box.
3. Select the Routing text tab and click Configure.
4. Select the corresponding routing text.

5. Click OK > OK.

The used column displays the number of times the text is


assigned to data points.

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Important:
Text routing is accomplished via the Routed Texts list box in
the System Configurator and the Text table in the Object
Viewer.
The routing occurs between the Text table in the Object
Viewer to the description for the data point. As a
consequence, check that each routing text functions to the
outside at least once!

Note You can only delete text, when


Used = 0.

Delete a routing 1. Right-click the Alarm Router Group to be deleted and


group select Remove.
2. Click Yes.

You can only delete a group when all references to it are


removed from Alarm Router.

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Overview alarm The following alarm recipients (or even recipients) are
recipients available:
• Printers.
• Fax machine.
• E-mail receiver.
• File.
• Pager.
• Management station pop-up.

1. Open the System Configurator in the DESIGO


INSIGHT taskbar.
2. Click + to expand the browser.
3. Right-click and Add to open the assistants.
4. Create an alarm system.
5. Create an alarm recipient.
6. Link the alarm group with a recipient with the Alarm

Router .

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Add a new
1. Open the System Configurator in the DESIGO
alarm printer
INSIGHT taskbar.
2. Open DESIGO INSIGHT Programs > Alarm Router >
Alarm Printer by clicking +.
3. Right-click the Alarm Printer folder and select Add.
The Printer Recipient Assistant opens.
OR
Right-click an existing printer and select Copy.
4. Define your printer.

Receiver name Name of printer (appears on print-out)


Device path Selected alarm printer
Comment User-definable text (appears on print-out)
…local line This check box should be selected if the
printer alarm printer is a local line printer. (A remote
printer cannot be configured as a Line
Printer)
Management This is the management station that
station. transmits the alarm to the printer.

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Message File path for message template.
template The message template determines the
contents and format of the alarm message.
The name of the standard template is
"RdxPrnEx.Txt". (For instructions on defining
a new template, refer to the section under E-
mail “Altering the appearance of messages”).
Character File path for designation replacement file.
substitution file The character substitution file replaces one
ASCII character with other characters (e.g.
ae instead of ä). A character substitution file
is required for alarm printers (e.g. line
printers) that cannot print special characters.
(Template: sample.sub)
5. Click Finish. The new printer appears in the browser
list.
6. To use the new printer you must direct a routing group
to it, using Alarm Router, see “Route a new routing
group to a new receiver”.

Notes Before adding a new alarm printer in System Configurator,


you must first install the alarm printer in Windows (Start >
Settings > New Printers).

A single line printer prints alarms line-by-line until the page is


full.
(A line printer, by contrast, prints alarm messages line by line
until the page is full.) In the case of a remote alarm printer
we suggest that a special alarm routing group is created to
route just urgent alarms to the remote printer.

A line printer (e.g. dot matrix printer) can only be operated


locally from a management station. In many cases, a
character substitution file may also be required.

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Create new pop- 1. Open DESIGO INSIGHT Programs > Alarm Router >
up window Pop-up by clicking +.
2. Right-click the Pop-up folder and select Add.
The Properties Pop-up Recipient Properties dialog box
opens.
OR
Right-click an existing pop-up and select Copy.
3. Define your pop-up window.

Receiver name Pop-up receiver name (pop-up window), e.g.


"Critical Alarms".
Comment Free-flow text.
Management Pop-up display location.
station
Control Define display response (refer to next section).
description

4. Click Finish. The new pop-up appears in the browser


list.
5. You must now use Alarm Router to route event Group(s)
to this new receiver, see the section headed “Route a
new routing group to a new receiver”.

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Edit appearance You can set the contents as well as the type of display for a
and sounds of pop-up.
pop-up 1. Open DESIGO INSIGHT Programs > Alarm Router >
windows Pop-up by clicking +.
2. Right-click the corresponding pop-up and select
Properties.
The Properties Pop-up Recipient Properties dialog box
opens.
3. Click Customized. The Pop-up Control, Pop-up
Scheme opens.

Define scheme Scheme defines the content of the pop-up. Two schemes are
defined by default.

Example DefaultAlarmPop-up

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1. Click ADD on the Scheme column to create a new
scheme, OR
Click Properties scheme to change a selected scheme.

2. Enter a clear designation in the Name field for the pop-


up scheme.
3. Select desired contents in the Available Fields list.
The Available fields use the same descriptors as are
visible in Alarm Viewer and Log Viewer (Alarm tab).
4. Click Add >>.

5. Click to change pop-up display sequence.


6. Click Hide Labels to display just the values.
7. Define the display of the buttons in the same way.
8. Click Preview to check the pop-up appearance.
9. Click OK to exit the preview.
10. Click OK to save the scheme.
11. Click OK to save the pop-up window.

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Note If you have modified an existing pop-up scheme then it is
implemented as soon as you restart DESIGO INSIGHT. If
you have created a new scheme then you must allocate at
least one alarm group to it, in order to see it in action (see
below).

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Define control Control defines the pop-up response.
1. Click ADD on the Controls column to create a new
scheme.
OR
Click Properties in Control to change a selected
scheme.

2. Enter a clear designation in the Description field for the


pop-up control.
3. Click Display pop-up window.
4. From the desired scheme from the Pop-up scheme
dropdown list.
5. Select Centered or Custom as the on-screen pop-up
position.
6. Option: Click Play sound and select a WAV file. This
WAV file plays as soon as the pop-up appears.
The sound continues to play until the alarm is
acknowledged when you click the Play continuously
box.
7. Click OK to save the control.
8. Click OK to save the pop-up window.

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Buttons in pop- The following table describes buttons available to the Alarm
up pop-up. They vary depending on the configuration of the
pop-up window:

Buttons Action
Plant Viewer Opens the corresponding plant page in the
Plant Viewer. The pop-up remains on top.
Alarm Viewer Opens Alarm Viewer (filtered to display all
alarms with a pop-up for pending alarms) and
is used to reset the pop-up for pending alarms.
Silence For switching the audio alarm. The alarm stays
off until a new alarm or system event occurs.
Report… For INTEGRAL only.
Instruction... Displays the instruction "Help..." linked with
the present alarm in a separate dialog box.
Acknowledge Alarm can be acknowledged when the
impacted site is linked and the alarm must be
acknowledged.
Next display When at least one additional message exists,
display Next Display displays the next alarm
pop-up.
Close Close closes the alarm pop-up when no
Close All further message exists or Close All to close
all messages.

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Route alarms to Pager receivers follow a similar configuration in the System
a pager Configurator to e-mail receivers:
1. Define a “modem group”
2. Define a Pager system
3. Define a recipient on that system
4. Configure in Alarm Router

Defining a
1. Open the System Configurator in the DESIGO
modem group
INSIGHT taskbar.
2. Open the DESIGO INSIGHT management station
folder by clicking +.
3. Right-click <Computer Name> for the corresponding
management station and select Properties.
4. Select the Modems tab.

5. Select the corresponding modem from the list "Available


Modems".
6. Select the Dial in and out.
7. Click Modem Groups.
8. Click Add...
9. Enter the group name in the Group Name field.
10. Click the Use selected modems only in the Modem
Setting dialog box.

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11. Select a modem from the Available modems list.

12. Option: Select the modem in the Selected Modems list


and click Configure special settings. You can further
modify the configuration.
13. Click OK (several times) to save the modem group.

Define a pager
1. Open the System Configurator in the DESIGO
recipient
INSIGHT taskbar.
2. Open INSIGHT Programs > Alarm Router > Pagers >
Pager Systems by clicking +.

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3. Right-click the Pager Systems folder and select Add.

4. Configure the pager system.


System Name Service provider, e.g. Swisscom
(Applies only to DESIGO INSIGHT).
Comment Description
Script file Service providers configuration file.
Max. attempts Number of attempts to send message.
Transfer Checkbox selected:
Apply the data from the service provider (Do
not forget the release 0 for in-house plants).
Checkbox is not selected:
Dial properties explicitly entered.
Country Entries required if transfer was not selected.
code/area code
Area code
Telephone
numbers
Modem group Select corresponding modem group (refer to
steps on defining modem group).
5. Click Finish to save the data.

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Note Multiple script files are available adapted to various pager
service providers (D1, D2 and E-Plus). It is possible to
change these files with a text editor, but the knowledge
required to this end is not within the scope of this handbook.
Your Siemens representative will be able to assist you here if
necessary.

Defining a Pager
1. Open the System Configurator in the DESIGO
recipient
INSIGHT taskbar.
2. Open DESIGO INSIGHT Programs > Alarm Router >
Pager > Pager Receiver by clicking +.
3. Right-click the Pager Receiver folder and select Add.

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4. Configure the pager receiver.
Receiver name Name, e.g. my computer
(applies to only DESIGO INSIGHT).
Pager system Configure pager system.
Comment Description
Management station Corresponding management station.
Identification The Pager ID depends upon the
Pager provider; it may be for example
the telephone number of the target
mobile telephone where the Pager
provider is to transmit an SMS text
message to the receiver.
Message template Corresponding configuration file (refer
to message template).
5. Click Finish to save the data.

Message The message Template defines the actual content of the


template message. Reference files are located at: (Installation drive)\
Programfiles\Siemens SBT\Insight\Router\Pager.txt
You can edit the file with a text editor, but you cannot change
the system name.

System Name Descriptive text


{ReceiverName} Receiver name.
{ReceiverComment} Receiver comment.
{SiteName} Site name.
{DeviceName} Device name
{Category} Category
{EventText} Event text
{UserName} User name
{PrioText} Priority text
{ObjectName} Object name
{Value} Value
{UnitText} Unit text
{SystemDesignation} System designation
{UserDesignation} User designation
{EventMessage} Event message
{ToDoText} Instruction

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Route alarms to Your DESIGO INSIGHT management system routes alarm
e-mail receiver and/or event messages to an e-mail receiver. The e-mail
system must support SMPT (Simple Mail Transport
Protocol). Routing procedure is the same as other receivers:
1. Create an event routing group
2. Define an e-mail receiver system
3. Define addressees for the e-mail
4. Add the addressees as alarm receivers in Alarm Router.

The routing of event messages can thus depend upon:


• The type of event (via routing group definition)
• The priority of the event (via routing group definition)
• The time of day (via Alarm Router - Time Schedule)
Detailed information on the SMTP server is necessary to fully
configure the receiver. An e-mail account is require for e-
mail. you may use your own or ask your e-mail administrator
to configure a new one especially for your DESIGO INSIGHT
system.

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Define e-mail
1. Open the System Configurator in the DESIGO
receiver
INSIGHT taskbar.
2. Open INSIGHT Programs > E-Mail > E-Mail Systems
by clicking +.
3. Right-click the E-Mail System folder and select Add.

4. Configure the e-mail receiver system.


System Name Name, e.g. my_e-mail
(applies only to DESIGO INSIGHT).
Comment Description
E-Mail Account Use default account:
The Default Mail Account is often set up on a
workstation using an e-mail application such
as Microsoft Outlook Express.

Specify Account…:
Configure account in the following dialog box.

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5. Option: Click Specify Account.

Enter the following: if unsure, contact your e-mail


administrator.
Server Name The server must support SMPT.
Port Number This refers to a TCP/IP port number, which is
usually 25.
User name A existing user name for the SMTP service. if
and password you already use SMTP e-mail then you
already have such an account.
E-mail address This is appended to the e-mail as a “sender”:
although the format must be as shown the
actual address may be fictitious. This is
because no-one actually replies to this sender.
6. Click Finish to save the data.

Define
1. Open the System Configurator in the DESIGO
addressees for
INSIGHT taskbar.
the e-mail
2. Open INSIGHT Programs > E-Mail > E-Mail Receiver
by clicking +.

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3. Right-click the E-Mail Receiver folder and select Add.

4. Configure the e-mail receiver.


Receiver This is not the SMTP receiver name, rather a
name descriptor that is used in DESIGO INSIGHT
alone.
E-mail system Select the system you created in the section
above.
Comment A description may be added here; it has no
bearing on the mail transfer.
To This must be a recognized addressee using
the format shown.
Cc This is the usual “Copy” option allowing you to
send an alarm message, for example to 2
people at once.
Subject Subject line appears in the e-mail header as
usual.
Message Two standard formats are delivered with
template DESIGO INSIGHT. They are described below.
Designation This is optional, and may translate extended
replacement ASCII characters into other characters.
file
5. Click Finish to save the data.

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Instead of ADD, you can use the Copy option in the context
menu (right-click).

How the Depending on your e-mail client application, the e-mail


message appears as follows (here using Microsoft Outlook):
appears in your
e-mail

The From field contains the e-mail address entered in the


Mail Account window (see above). The Subject refers to the
subject of the "E-mail receiver” definition, also above. The
time stamp refers to the e-mail transaction, not the time of
the event.

Opening the mail reveals:

Alarm message
ApolloP

In Alarm
22/08/2002 07:41:34 XxAla'XxC101'XxPer'XxMVal'XxMV001

2 Stufe 1
Text Priorität 3 AS101

ApolloP:AS101'XxAla'XxC101'XxPer'XxMVal'XxMV001

Alarming \Controller 101 \Leistung \Gruppe


Mehrzustandswert \ Mehrzustandswert 001

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Alter the The appearance of the message at the e-mail receiver is
appearance of governed by the “message template” selected during the
messages e-mail receiver section. Reference files are located at:
(Installation drive)\ Programfiles\Siemens SBT\Insight\Router

For example RdxPrnEx.TXT is:

Alarm Message
{ReceiverName}
{ReceiverComment}
{SiteName}
{TimeStamp%d {DeviceName} {EventText}
/%m/%Y {Category}
%H:%M:%S}
{EventText} {ObjectName} {Value}
{PrioText} {UnitText}
{SystemDesignation}
{UserDesignation}
{UserDesignation}
{ToDoText}

You can edit this message template with any text editor
program, e.g. Microsoft Word (in text or HTML format).
Formatting (justification, font, font size, color, tab settings
etc.) is faithfully reproduced, provided that your e-mail client
software supports them. Expressions in curly brackets "{}"
are variables and cannot be translated. To display a
complete list of all the variables available, open the file
Sample.TXT or Sample.HTM in the same location. This also
provides a brief description of the variables. Graphics (e.g. a
logo) can also be incorporated, linked via an absolute path.

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Multiple e-mails If you wish to transmit the same alarm message to multiple
of a single event recipients via the same SMTP server, using multiple entries
message in Alarm Router (rather than the “Cc” option of an SMTP Mail
message itself), then you should build in a delay between the
messages:

Delay times can be entered in the Routing Table .

Trouble shooting Log Viewer contains a message in the event of both


e-mail problems successful and unsuccessful e-mail transmission from the
DESIGO INSIGHT management station to the SMTP Server:

This should be checked first in the case of any problems.

Add a new fax The advantage of the fax receiver is that DESIGO INSIGHT
receiver functions with or without logged in user and messages can
be sent day and night to any person. As long as the
telephone line is connected and the fax operational.

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To add a new fax receiver:

1. Open the System Configurator in the DESIGO


INSIGHT taskbar.
2. Open DESIGO INSIGHT Programs > Alarm Router >
Fax by clicking +.
3. Right-click the Fax folder and select Add.
4. Click the Fax Receiver tab.
5. Configure the fax receiver.

Receiver name Name, e.g. my_fax


(applies only to DESIGO INSIGHT).
Comment Description
Management Corresponding management station.
station
Message Corresponding configuration file (refer to
template message template).
Designation Corresponding implementation file.
replacement
file

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6. Click Next.

Configure the settings

Passthrough Checkbox selected:


Apply the data from the service provider
(Do not forget the release 0 for in-house
plants).
Checkbox is not selected:
Dial properties explicitly entered.
Country/regionco Entries required if transfer was not
de selected.
Area code
Phone number
Number of retries Number of attempts to send message.
Delay times between the individual
attempts.

7. Click , to select the corresponding modem or the


operating system fax service.
8. Click Finish to save the data.

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The Fax Management Console is a Windows 2000/XP utility,
which reflects some of these settings and provides other
options. It is not essential to use this utility, unless you wish
for example, to add a cover page to the fax transmission.

Note The message template determines the contents and format


of the alarm message. (For information on how to modify the
message template, see “Altering the appearance of
messages” in the e-mail section.).
The program Microsoft Fax generates a line before the alarm
message. The alarm message is also printed with a header
and footer from Internet Explorer, which can be modified via
the Explorer menu File > Page Setup.

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Trouble-shooting You can send a test fax page to the fax device to test
fax message functionality.
transmission
1. Open the System Configurator in the DESIGO
INSIGHT taskbar.
2. Open DESIGO INSIGHT Programs > Alarm Router >
Fax > Fax Name by clicking +.
3. Right-click the Fax folder and select Properties.
4. Click Send test page to transmit a test fax page.
During fax transmission, Windows displays a small
window.

In this example, the dialing process with the selected


number is displayed. You can end the fax call at any
time via the associated button.

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Add a new file For control purposes or for eventual expanded alarm
receiver functions (is not part of delivered system), the alarm can be
routed to a file.

1. Open the System Configurator in the DESIGO


INSIGHT taskbar.
2. Open DESIGO INSIGHT Programs > Alarm Router by
clicking +.
3. Right-click the File folder and select Add.
4. Configure the file receiver.

Receiver name Name, e.g. my_file


(applies only to DESIGO INSIGHT).
Comment Description
File path Desire file location.
Max number of Checkbox selected:
files Limits the number of files that can be created.
Message value Checkbox selected:
as prefix The entered text is added before the file
name.
Default file The entered text is appended to the file name.
extension
Insert in file The entry is written to the same file.
Add time The date and time is added to the file name.
stamp Example: Rdx2004_06_01_15_10_26.txt
Management Corresponding management station.
station
Message Corresponding configuration file (refer).
template
Designation Corresponding implementation file.
replacement
file

5. Click Finish to save the data.

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Alarm Router Here we show the main Alarm Router view with the routing
display table displayed. In particular we see that the group “All
Alarms” is routed to both a printer (“PRINTER-1”) and a pop-
up service (“POP-UP-1”). We also note that both routes are
enabled.
The other routing tables “Receiver” and “Pending Jobs” can
be displayed by clicking the toolbar buttons shown in the
diagram.

Print active Alarm Router window


Print Preview
Send User Message (Test)
Show Routing Table
Show Receiver Table
Show Pending jobs

Routing Group (defined in System Configurator)


Alarm Receiver (defined in System Configurator)
Click here to enable/disable the Receiver
Priority defines order of processing when there is a
queue of messages for a single device

Delay before sending alarm message to Receiver


Option Comment to be added to alarm message

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Route a new In this case a routing group already exists and a new
routing group to receiver has been created, such as a new alarm printer or
a new receiver alarm pop-up scheme.

1. Open the Alarm Router in the DESIGO INSIGHT


taskbar.
2. Right-click anywhere in the routing table. Select Add.

3. Select the desired Router Group.


4. Select the target receiver type and name.
5. Option: see the section below on this before using this
option.
Select Schedule.
6. Click OK. The entry appears in the routing table.

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Route event Normally, event messages (including alarms) are routed
messages continuously to a receiver unless it is “disabled”.
according to a Alternatively, routing can be done according to a time
time schedule schedule, so that, for example, alarms are routed to a
security printer outside of working hours, and at other times
to a BACS room printer.
The time schedule involved is quite separate from the
INSIGHT Scheduler application described in a separate
section. It may be used for any event receiver, not just
printers.
Procedure overview:
1. Create a routing group.
2. Create an Alarm receiver.
3. Create a Time Schedule in Alarm Router
4. Assign the Time Schedule to the receiver

We illustrate the procedure by a specific example.


A security printer is required to receive just high priority
alarms between the hours of 1900 and 0800.

Creating a This follows the procedure as described earlier. In our


routing group example just alarm messages of Priority 0 is routed

Creating an Follow the procedure described above. In our example we


alarm receiver define a printer.

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Create schedule
1. Open the Alarm Router in the DESIGO INSIGHT
and exception
taskbar.
2. Select Schedule… > New Schedule
3. Define a schedule name, e.g. weekend, and click OK.
4. Select the Weekly Schedule tab.
5. Right-click a weekday. Select Add Period.
6. Configure the period.

Click OK.
6. Select the Overview Exception tab.
7. Right-click the corresponding date. Select Add Period.
8. Configure the period.
Start of the exception period.
End of the exception period.
Exception day
Click OK.
9. Click . The schedule is saved.

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Assign the Time
1. Open the Alarm Router in the DESIGO INSIGHT
Schedule to an
taskbar.
alarm group
2. Select the corresponding Router Group.
3. Right-click Receiver / Schedule. Select Select
Schedule….

4. Select the corresponding schedule.


Click OK.
In our example, outside the time periods programmed, the
alarm messages are not routed anywhere else. This means
that they are “lost”, that is, not routed to any device
according to this schedule outside the allotted periods.

Routing event Where you wish alarms to be switched between 2 or more


messages to devices, create a new Time Schedule as above, or open an
alternate existing one using the menu option Schedule > Open
devices in time Schedule... Then simply add periods so that the entire
periods weekly period is covered:

In the above example messages are sent to either of two


printers. The principle can be applied to any number of
receivers or time periods but we suggest you keep it simple.

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Disable routing Alarms for a router group can be suppressed so that it is not
to a receiver routed to the appropriate receiver.

1. Open the Alarm Router in the DESIGO INSIGHT


taskbar.
2. To disable the routing to a particular Alarm receiver, simply
click the Ensable box shown.

These messages are lost if additional alarms occur while the


receiver is disabled.
When the receiver is disabled the messages are stored in a
clipboard and routed once the receiver becomes enabled.

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Repeat Router groups can also be configured to repeat the process
configuration when the receiver is no available.
1. Right-click Repeat in the rows for the corresponding
router group. Select Edit repeats.

2. Enable the Enable redial checkbox.


3. Activate the Repeat alarm events when only
unacknowledged alarms are repeated (normal).
4. Configure the redial.

No. Number or redials,


e.g. when the line is busy or not available.
Only when the alarm is active.
Period [hh:mm] Delay times between the individual
attempts.

5. Click OK.

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Configure delay Router group can be configured to enable a delay for alarms
prior to routing them to the receiver.
1. Right-click Delay in the rows for the corresponding
router group. Select Edit delay.

2. Enable the Enable delay checkbox.


3. Enable the Alarm events may not be routed with…
(normal).
4. Configure Edit delay.

Period [hh:mm] Delay time prior to routing the alarm to the


receiver.

5. Click OK.

Test pager Described under "Routing alarm messages" below.

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Create a back- In the event that a receiver is not available (Fax machine off
up receiver line, pager receiver unavailable etc.) then it is possible to
create a back-up device. This receives events from the
nominated routing group in the event that the primary device
is unavailable.
This concept does not work for backing up remote or local
printers; printer messages are transferred to Windows, which
then handles all printer errors.
To create a back-up receiver, firstly create it under System
Configurator using the normal procedure (see earlier).

1. Open the Alarm Router in the DESIGO INSIGHT


taskbar.
2. Select View > Receiver.
OR

Click Show receivers to display existing receivers.

3. Right-click Back-up Receiver in the rows for the


corresponding receiver. Select Edit Back-up
Receiver...
4. Select the receiver type and name.
5. Click OK.

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Test routing of It is often useful to check if a new alarm route works, without
alarm messages actually triggering an alarm. This is the purpose of the “User
message”.

1. Open the Alarm Router in the DESIGO INSIGHT


taskbar.
2. Select File > Send user message….
3. Select the receiver type and name.
4. Select Message.
5. Enter a message in the text field.
6. Click Send. A user message is sent.

The test message should be received at the receiver. If not,


check the Log Viewer for specific errors.

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8 Trend
About this This section contains all the information required to operate
section the Trend Viewer.

What is trend? Plant data recording is referred to as Trend in DESIGO


INSIGHT and takes place in the Trend Viewer application.

8.1 On and offline trend: Definitions

What is online Online trend is a means of plotting and recording any


trend? changes in the value or state of selected data points, live
over a period of time. The data points can be sampled either
when the data point value changes, or at regular predefined
time intervals.
The process can be used for real-time visualization of one or
more process variables, usually for the purposes of analysis
or diagnosis.

What is offline There are two types of offline trend data in DESIGO
trend? INSIGHT:
• Trend log objects that contain historical data uploaded
from the automation system.
• Online trend data that has been saved to the offline trend
database

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Trend Viewer
(Client)

Data flow
Trend Log object
in automation
system

Offline trend data is used for the longer-term storage and


retrieval of historical data for the analysis of entire plants or
single processes. This data can therefore be archived.

What is In DESIGO INSIGHT, archived trend data refers to data point


archived trend series that have been removed from the offline trend
data ? database and saved to an archive trend database, either
automatically, based on engineered set-up criteria, or
instigated manually by the user.

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Summary of Type of data Description
offline trend Trend log object Offline trend data can be gathered
data data uploaded and stored by trend log objects within
from the the automation system even when the
automation DESIGO INSIGHT management
system station is not connected. The collected
data can then be uploaded into the
offline trend database. The offline
trend data can then be viewed in Trend
Viewer.
Online trend Data gathered by online trending and
data that has saved to the offline database (e.g. via
been saved to Save continuously) can be retrieved
the offline trend and viewed in Trend Viewer.
database
Archived trend Any data that has been saved to the
data offline database can be archived either
manually or automatically. This data
can subsequently be viewed in Trend
Viewer.

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8.2 Trend Viewer

Overview INSIGHT Trend Viewer allows the operator to create online


trends and select and view offline and archived data.

What is trend Trend Viewer is the application which provides a means of


view? creating online trends and selecting and viewing offline and
archived data.
A trend view consists of a workspace containing a chart and
the associated properties, such as gridlines and scaling, plus
data point references and values.
Trend views can be saved, recalled and modified, saved
under a new name, and deleted independently of the trend
data itself. Trend views can be used on the management
station in either online or offline mode, to view and manage
data. When online and connected to a site or group of sites,
trend data can be logged in real time and saved to the offline
database, and trend log object data can be uploaded. When
offline, and not connected to any site, the saved data can be
viewed, manipulated and archived.

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Workspaces in Trend Viewer consists of two main working elements, the
the Trend Extended System Browser, which is used to browse and
Viewer select the data points, and the trend view, which is used to
view and manipulate the data points in a chart.
Application title Menu bar Toolbar Sample selector
bar

System Browser Trend View Legend Status bar

The following table details the main elements of Trend


Viewer:
Name Description
Application title The name of your currently selected trend view is
bar displayed in the title bar. On the right side of the
title bar are the standard window controls for
maximizing, minimizing, and closing the INSIGHT
application.
Menu bar The menu bar contains menus for controlling
INSIGHT Trend Viewer. To perform a command,
click the menu name, then click the command
name from the drop-down menu.

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Toolbar The toolbar contains buttons that perform some of
the most common commands, such as opening,
copying and printing. It also contains commands
specific to Trend Viewer, such as the Zoom, 3D
and Time Bar buttons.
To select a tool, move the cursor over the button in
the Toolbar and click the left mouse button.
To find out what a tool does, point to the button and
wait until a "tooltip" is displayed. An extended
description appears on the status bar at the same
time.
Sample This pull-down selector enables the user to set up
selector an online trend based on change-of-value or
sampling at regular predefined intervals (with
sampling rates between 1 minute and 2 hours)
System The Extended System Browser is so named
Browser because unlike System Browser in other
DESIGO INSIGHT programs, it has three different
views, selected by the tabs at the bottom of the
browser pane.
• System database (online)
• Trend database (offline)
• Archive database
For details refer to the “Trend Viewer System
Browser” section below.
The online System Browser is the same as in other
DESIGO INSIGHT programs and displays all
known sites with the associated devices and
objects represented by icons in a hierarchical tree
structure.
The TREND DB and Archive tabs only display
data points which have been saved in the trend
database. The data is displayed in the same format
as for the online system database.
Trend View The trend view is the area in which online, offline
and archived trend data is displayed and
manipulated in chart form. These trend views are
saved independently of the trend data itself.

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Legend The legend contains information about the data
points in the trend view.
The information is:
• Value: The current value unless the time bar is
in use. In this case the value is displayed at
the intersection.
• Axis (shows which Y axis the point is scaled
to)
• Unit (the engineering unit)
• Time and date of the newest sample (unless
the Time Bar is in use, in which case the
date/time at the intersection with the Time Bar
is displayed)
• Status (the status of the data point, i.e.
whether it is in a normal (“Good”) or abnormal
(“Bad”) state)
• Description (additional text descriptor for the
data point)
• Series source (Indicates whether the data
displayed is from an online trend, offline
archive trend, or snapshot)
Status bar The information in the status bar at the bottom of
Trend Viewer provides the following information:
• Displays the connection status of the currently
selected trend view, i.e. online, offline or
archived (shows the information graphically)
• Indicates if online trend is being continuously
saved (shows the information graphically)
• Indicates if the current trend view has been
zoomed (shows the information graphically)
• Describes the functions of the toolbar buttons
when you point with the cursor to each
specific icon.
• Displays the name of the currently opened
archive.

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8.2.1 Trend Viewer System Browser

Overview The System Browser is implemented as a split window within


Trend Viewer, and is located to the left of the trend view
pane. It provides three different hierarchical views, selected
by the tabs at the bottom of the browser pane.
Browser Database Description
view source
System System Used only to display the data points
database available for online trending. The
data is displayed in a Technical,
User or System View, depending on
the selection under the View menu.
See “Selecting the required view in
Trend Viewer” below.
Trend DB Trend Contains the archived data series
database from both saved online and trend
log objects. The data points are
displayed in exactly the same
format as in the System View, i.e.
dependent on the selection under
the View menu.
Archive Archived Contains the archived data series
databases from both saved online and trend
log objects. The data points are
displayed in exactly the same
format as in the System View, i.e.
dependent on the selection under
the View menu.

All data point objects in the system are represented by icons


in the System Browser views, and users can locate data
points by following the hierarchical structure, from site to
device to object.

Reference For additional information on using the System Browser:


Refer to section "General Operation" in this manual.

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8.3 Trend Views
8.3.1 Trend view elements

Overview Trend Viewer is an application used to view online, offline


and archived trend data as charts in windows. These
windows are called trend views.
Trend views can be saved, saved under a new name, and
recalled. All the chart settings of a trend view such as the
time range, data points, and chart format, can be saved
under a user-defined name and later recalled, so that the
trend data appears in the same format.
Up to ten analog, digital or multistate data points can be
displayed in one trend view. Trend Viewer can display
several trend views simultaneously in separate windows.
These can also be linked by the same time axis.

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Trend view The trend view consists of a chart area on which data series
elements are viewed and manipulated. All the main elements such as
the axes, scaling, titles and colors can be configured, either
by setting a default or by modifying the current trend view.

Application title Chart Quality attributes Right Y axis


bar

Time bar Time range scroll bar X-axis Legend Data series

Description of The following table details the elements of a trend view:


elements Name Description
Application title bar The name of your trend view is displayed in
the title bar. On the right of the menu bar are
the standard window controls for maximizing,
minimizing, and closing your trend view.

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Chart The chart is the area on which the data series
is viewed. It can be configured to display 2D or
3D views, with up to 10 analog/digital or
multistate data points.
Left Y axis, Each chart can display a left and right Y axis
right Y axis independent of each other. Data series can be
and X axis selectively assigned and scaled to either axis,
by default or manually.
By default, the scaling is set to “automatic”.
This means that the range is defined by the
highest amplitude of all displayed data series,
with analog data types attached to the left axis
and digital data types to the right axis.
When a single trend view contains several
digital data types, these are shown one above
the other with an offset.
The X axis is always the time- related axis and
the chart display is calculated according to the
selected time range.
Time-range scroll The time-range scroll bar consists of a start
bar and end time stamp together with a central
field which displays the actual time span of the
data series.
It can be used to adjust the viewable time
range, either by dragging the start and end
times to the required period or by clicking
start/end areas.
Time bar The time bar consists of a vertical bar and a
time/date field. The bar can be dragged
anywhere on the time axis. The data legends
at the bottom of the trend view then display
the value or state valid at the point where the
bar intersects with the data series.

Quality attributes
The trend view is able to display a number of state attributes,
referred to as "quality attributes", along with the trend data.
These enable to user to identify problems with the data point
being trended, and assist with the diagnosis of plant
conditions.

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The meaning of the various attributes is explained in the
table below:
Symbol State Description
Into overridden Indicates that the data point is
overridden.

Out of Indicates that the data point's


overridden override is removed.

Alarm Indicates that the data point for


the alarm is skipped.

Out of alarm Indicates that the data point has


returned from the alarm state.

Time change Indicates that the time in the PX


device is changed.

Trend disabled Indicates that the Trend Log


Object is disabled. Text display for
the last known value.
Trend enabled Indicates that the trend log object
is enabled.

Buffer purged Indicates that the buffer in the


trend log object.

Trend object Indicates a failure in the Trend


failure Log Object.

Note Symbols displayed in trend cannot be printed with Print.

If you nevertheless want to print the symbols, proceed as


follows:
Press the Print Screen key.
Open the text editor with an empty page.
Click <Ctrl> + <V> to insert the data in the document.
Click File > Print.

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8.3.2 Accessing and formatting trend views

Setup trend There are two ways to format trend views:


view • By formatting a user-default trend view. This is then be
the basis for all new trend views
• By modifying the properties of a trend view when it is
currently active, and then saving this as the new user
default.

Tip The advantage of formatting a user-default trend view is that


all new trend views initially have the same look and feel.

Overview DESIGO INSIGHT has a defined Siemens Standard that can


be customized. This user standard can be used for trend log
or as the basis for trend views.

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Define trend The tabs and procedures for modifying active trend views are
views the same as for formatting default trend views, but are
accessed by any one of the following methods:

1. Click the Trend Viewer on the DESIGO INSIGHT


taskbar.
2. Select Format > Trend view properties
OR

Click Trend View Properties on the toolbar


OR
Right-click an element in the current trend view to
(context menu focused on that particular event)
OR
Double-click an element in the current trend view
(property sheet focused on that particular event).

The following chart properties are accessible via the


following elements of a trend view chart:
• General.
• Series (data points).
• Time span.
• Y-axis (left/right).
• Top, left, right and bottom title areas.
• Fonts.

Note Not all tabs are visible depending on the location of the
query.

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8.3.3 Formatting trend view properties

Define default To set up the default trend view chart property sheet:

1. In the Trend Viewer:


Select Tools > User Defaults….
2. Define in the Properties tab.
3. Click Apply.
4. Click OK. All data is saved.
5. To save the data as the default, click File > Save as
user default.

Note The trend view is customized.

Trend View Whenever you modify an element in the property sheet, the
change is displayed in the trend view. This enables you to
see how the default trend view appears.

You can also use the trend view pane to change the colors
used in your chart by dragging and dropping the required
color to the:
• Title area
• Chart area
• Data series and markers

To change the color using drag and drop in the trend view
pane:
1. Select the color from the color palette at the top of the
pane. (If the required color is not visible, you can scroll
the palette horizontally to display more
colors.)
2. Hold down the left mouse button and drag and drop the
cursor (now in the shape of a “Fill tool” onto the required
chart element.
The “Fill tool” floods the chart or title areas with your
selected color.

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General The General properties sheet allows you to set up the
following general elements of the trend view chart:
• Data legend
• Data texts
• Markers
• Gridlines
• 3D view

Trend view window Display data texts Display marker

Display data legend Display grids

To display the data legend at the bottom of a trend view:


Select the Show legend check box.
To display data labels in a trend view: Select the Show data
labels check box.

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To set up markers for a data series:
• To display values above the data series marker, first
select the Show markers check box and then the Show
values check box.
• To change the size of the markers, enter a number from
1 to 10 in the Size box or use the spin buttons.
• To display quality attribute symbols in a data series, select
the Show quality icons check box.

To set up gridlines in the trend view chart:


• To display gridlines on the trend view chart, click the
arrow adjacent to the drop-down box and select the grid
type to display (Both, Vertical, Horizontal or None).
• To display a zero axis in a trend view, select the Show
zero axis check box.

To set up three-dimensional trend views:


• To display a 3D trend view, select the 3D check box.
• To rotate the 3D view around the center of the X or Y axis,
use the spin buttons in the X or Y Angle field to change
the value (range 0...360 degrees).

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Series You can setup up to 10 data series independently in the
Series tab.
To set up or change each series:
1. First select the required series from the drop-down list.
2. Set up the following elements for each series, by
selecting the required options:
• Attachment of the data series to the left or right Y axis
• Color of the data series
• Marker type
• Should the data series display lines? If yes, select the
line type and size.

Left Y axis Right Y


Data series axis

Connecting Lines Markers Line


size

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Time span The Time Range tab allows you to define the time range of
the data series in one of the following ways:

Absolute time range:


• From one specified date/time to another specified
date/time, OR
• From the time of the first sample to the time of the last
sample, OR
• A combination of date/time and first or last sample.
Relative time range
• Relative to a point in the past up to the current time, the
following relative time ranges are available:
− Current / Last day
− Current / Last week
− Current / Last month

To display an absolute time range for the currently


selected trend view:
Absolute range Relative range

Absolute range Date / Time


selection selection

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1. Click From...To... This immediately activates the
associated option buttons. In both the From and To
fields, there are now two buttons available, allowing you
to display data either by first/last sample or by date/time.
2. To display the first or last data-series sample in the
currently selected trend view, click the First or Last
option button as required.
3. To define the start or end of the data series for the
currently selected trend view, by date/time, click the
date/time option button. This activates the date and time
fields.

To change the date:


1. Click the arrow adjacent to the date field. A calendar is
displayed, from which you can select the required date,
by dragging the dark-blue ellipse to the required date:

2. Alternatively, you can change each element of the date


in the date field separately by selecting it and entering
the new day, month or year from the keyboard.

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To change the time:
1. Select the relevant element (hours, minutes, seconds or
AM/PM) in the time field, and use the spin buttons to
change the value.

Note You can combine different From… and To... options. For
example you could choose to view data starting from the first
sample (From>First sample) and up to a selected date and
time (To>Date/Time).
To display a relative time range in the trend view for the
currently selected data series:

1. Click Relative range. This immediately activates the


relative range selection list box:

2. Use the up/down arrows or scroll bar to select the


required relative range.

Note The time range you select here defines the range of data
values that are read from the database. When Trend Viewer
requests a large volume of data series from any trend
database for a graph, not all of the can be handled by the
RAM.

If the limit has been reached and there are still more data

values in the database, the following symbol appears .


You can now decide whether to limit the time range to
display this data only.

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Y-axis Each chart can display a left and right Y axis which are
independent of each other. Data series can be selectively
assigned and scaled to either axis, by default or manually.
By default, the scaling is carried out automatically. This
means that the range is defined by the highest amplitude of
all the displayed data series.
If the scaling for the Y axis is fixed manually, only the data
series values which fall within the scale defined for the trend
view is displayed.
Left Y axis Right Y
axis

Precision Fix scale Fix gap

To set up and change Y axis scale properties:


1. In the Trend Viewer:
Select Tools > User Defaults….
2. Select the Y axis tab.
3. Select Left Y axis or right Y axis.
4. Select Fix scale when you want to set the scale,
manually enter the Min:/Max: range.

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Note The Fix scale check box cannot be enabled when the Trend
Viewer calculates the scale based on the highest data series
amplitude. For default trends it is recommended that you
allow the Y scales to be calculated automatically according
to the highest amplitude of the data series. This default can
then be adjusted as required in the active trend view.

1. To fix the scaling increments of the axis, select Fix gaps


and enter the incremental value. If Fix gaps is not
selected, the default is automatically calculated based
on the full scale of the data series.
2. To set the Y scale to Logarithmic, select the check box
and then set the log base. The default is Base 10.
3. The precision of the Y scales can be set to display up to
8 significant figures. Use the spin buttons to
increase/decrease the value.
4. The Unit field represents a scaling factor that is applied
to the Y scale. The default is 1. An input of 2 in this field
has the effect of halving the Y scale, so that when
reading the scale, you need to double the displayed
value.
5. This may be useful with very large input values, for
example when monitoring counters. Applying a Unit of
1000 has the effect of dividing the input value by 1000.

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Title Select the Titles tab to add user-definable titles to your trend
views:

To add a title, click in the required field and then type in your
required text. You can enter up to 90 characters, including
spaces, in each field.

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Fonts Various fonts, font styles, font sizes and effects can be
applied to the text on the trend view chart area.

Left Top Right


title Y-axis title Values title

Point Names X-axis Bottom Data Time range


title legend scroll bar

1. Select a title and then click Font…


2. Change the options you want in the Font properties
sheet. (This is a standard Windows dialog as used in
Microsoft Word.)
3. To change the format of all titles to the standard
default, click Set Standard.

Note The standard default is Black, MS Sans Serif, Regular 8


point.

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8.4 Operate Trend Viewer
8.4.1 Start Trend Viewer

Manually start To start Trend Viewer manually from DESIGO INSIGHT:


Trend Viewer
1. Click the Trend Viewer on the DESIGO INSIGHT
taskbar.
This opens Trend Viewer with the Extended System
Browser on the left, and an empty default trend view
chart with the title “TndView1” on the right.

Automatically Your system may be configured so that Trend Viewer starts


start Trend automatically when you log in. There is also an “auto-start”
Viewer option for minimized online trend views.
This feature might be required on auto system start-up after
a PC power failure. Both auto-connect and automatic start of
Trend Viewer are configured.

Notes In order for Trend Viewer to start automatically with autostart


trend views, these options must be configured in System
Configurator by your DESIGO INSIGHT engineer.

The management station must also be configured to connect


to a site automatically.

Exit Trend 1. Select File > Exit.


Viewer

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8.4.2 Creating online trend views

General Trend views using online data can be created:


overview 1. Open a new trend view from the Trend Viewer and drag
a data point from System View to Trend View
OR
Navigate from other DESIGO INSIGHT application as
follows:
− Via the context menu and Send to… command in another
program
− By dragging objects from System Browser in another
program
− Via the Find application in another program

Since we are dealing with online data, you must be


Notes connected to a site when using any of the above methods to
create a trend view.

You cannot drag objects from Plant Viewer to Trend Viewer.

Creating an 1. Select File > New or New to open a new trend view
online trend in the Trend Viewer.
2. Select the System tab in the System Browser and open
the Browser View by clicking +.
3. Click the desired data point object.
4. Holding down the left mouse button, drag the object onto
the trend view chart area and release the mouse button.
5. A data legend now appears at the bottom of the chart,
showing the properties of this data point, and trending
commences immediately.
An icon appears on the status bar to
indicate that you are online.

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Note Online trend is primarily suitable for short data logging. To
prevent your DESIGO System from overloading you should
not update x trend views with 10 values every 10 seconds
and to run it for weeks on end.
In such cases, use the offline trend to relieve
communications between the management stations and the
DESIGO PX automation stations.

Create online To create a new trend view by navigating from another


trend with Send DESIGO INSIGHT program:
to…
1. Select File > New or New to open a new trend view
in the Trend Viewer.
2. Select the System tab in the System Browser and open
the Browser View by clicking +.
3. Right-click the required data point to display the context
menu.
4. Click Send to...> Trend Viewer.
5. If the Trend Viewer is closed, it starts automatically. A
new, untitled trend view is created based on the default
settings.
6. If Trend Viewer is already open and a trend view is
currently active, the data point is sent to this view.

Note Up to 10 analog, digital, or multistate data points can be sent


to the same trend view. If more data points are sent, Trend
Viewer is automatically created a new trend view.

Reference For details on Send to...:


refer to the “General operation" section of this manual.

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Drag & Drop To create a trend view by dragging objects from other
from other DESIGO INSIGHT programs:
application 1. Either open a new trend view
OR
Ensure that an existing trend view is opened.
2. Open System Browser in any of the following programs:
Object Viewer
Alarm Viewer
Log Viewer
3. Manually resize trend view and system browser
windows so that both are visible.
4. In System Browser, select the required data point
5. Hold down the left mouse button. Drag the data point
object onto the trend view chart and release the mouse
button.
6. A data legend under the chart now shows the properties
of this data point and trending commences immediately.

Exit trend view


1. Click Save to save the file.
2. Define a file name and click Save.
3. Click to exit trend view.
4. Click Yes to close the trend view window. Trend view
exits.

Note More on saving is described in the section below.

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8.4.3 Creating offline trend views

General The main difference between online and offline trend views is
overview that data saved to either the offline or archived trend
databases can only be accessed via the Extended System
Browser in Trend Viewer.
A further difference is that since we are dealing with offline
data series stored either on the management station or a file
server, data can be viewed and analyzed even if the
management station is not connected to a site.

Note Since archive databases are created from data saved from
the offline database, there may be numerous archive files to
select from. There will however only ever be one project-
specific offline database containing the most recently saved
online and trend log object data.

Trend DB view The Trend DB tab in the Extended System Browser shows
trend data that has been saved to the offline trend database
from the following sources:
• Data that has been saved to the offline trend database
from an online trend by using the command Save
continuously.
• Data uploaded from trend log objects in the automation
system

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Drag offline Trend views using offline or archived data can be created
data points onto from within Trend Viewer as follows:
trend views
1. Select File > New or New to open a new trend view
in the Trend Viewer.
2. Select the Trend DB tab in the System Browser and
open the Browser View by clicking +.
3. Click the desired data point object.
4. Holding down the left mouse button, drag the object onto
the trend view chart area and release the mouse button.
The data series associated with this data point
immediately becomes active and you can manipulate
the chart as required.

When might I As a practical example, let us take a suspected problem in a


want to view heating circuit. During a visit to the plant room, the engineer
trend data from has started a trend log object in the PX controller in order to
different identify the problem. This trend log object has been set up to
sources? run for 30 minutes, while an adjustment is made to the boiler.
It soon transpires that the problem is still apparent, and the
Building Manager decides to log the same data point on his
management station, by starting an online trend with the
same data point, and activating Save continuously.

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The diagram illustrates this scenario:

Trend Viewer
(client)

Normal data request PX data upload

Trend Log
Object
t

PX controller

As can be seen, it is possible to mix the data from the two


sources in one trend view. The curves are treated as
separate series, however.

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The same situation can arise if there are several users
operating Trend Viewer. The example below shows the
results of three users having saved online trend data from
the supply air sensor, plus uploaded data from a trend log
object connected to the same data point:

I/O point

User name under Property


Present_Value: (When you move to
a trend view with Drag&Drop, the
data is displayed collected from a
given user that save the trend data
on his or her own management
station).

Trend Log Object under the Present


Value Property (dragging and
dropping this into a Trend View
display data collected by the PX
automation stations).

If desired, data from all four sources can be displayed in the


same Trend View.

Note It is not possible to mix online trend data with offline trend
data in the same view.

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Trend data Offline trend data can be uploaded selectively from the
upload automation station. This function helps analyze the latest
plant data even if automatic upload from the automation
station has not yet taken place.

1. Click Trend Viewer on the DESIGO INSIGHT


taskbar.
2. Select Tools > Trend Data Upload.
3. Select the desired Trend Log object.

4. Click Upload.
5. Click OK after the trend data has been uploaded
successfully.
6. Select the next Trend Log object or Click Close.

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8.4.4 Modify trend views

General Once a new trend view has been created using the default
set-up and data points have been added, you may want to
modify these settings to carry out further detailed data
analysis.

Change time In every trend view, there are two time ranges of interest:
axis • The time range (or “time window”) that is depicted in the
chart view
• The time range of the data that is available.
There are two methods by which the time range can be re-
scaled:

I. Click Format >Trend View Properties in the Time


Range properties sheet.

II. Using the mouse, change the time axis in the time-
range scroll bar.

Drag start-time from/to Drag end-time from/to


previous or oldest present or latest
available data. Drag "time window" available data.

Time and date of the oldest Time span of the Time and date of
displayed data. displayed data. the latest displayed
data.

Note The “time window” can be moved and resized with the
mouse. If the time range is greater than 24 hours, the central
field of the time-range scroll bar shows the number of days,
e.g. “366 days 12:00”.

To bypass the rounding mechanism for the time span, hold


the Ctrl key while sliding the time-range scroll bar.

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Scroll the stat To scroll through past data of a currently selected online
and end times trend:

1. Click Pause to effectively stop updating online


trend view.
2. Change start and end times:
In the time-range scroll bar, drag the mouse in the
direction of current available data or beyond it.
OR
On the time display in the trend view window, double-
click and make changes on the time range property
sheet.
3. Click Pause again to release it.
The “time window” is automatically moved to the
present, where the latest online trend data is depicted.

Reference For details of how to re-scale the time range in the trend view
properties sheet: Refer to formatting trend view properties in
this section.

Caution There may be a difference between the oldest displayed data


and the data available in the database if you have specified a
time range.

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Link different You can link different trend views so that the same X axis
trend views: (time range) applies to all views. The currently selected trend
view is the “control view” for all subsequently linked views.
Any changes to the time range in the current view is reflected
in the other linked trend views.

Linked time ranges


(x-axis)

To link different trend views:


1. Opens an existing trend view.
2. From the Window menu, select Tile.
3. Now that you have all the required trend views
displayed, you can link the X axis by going to Tools >
Link X axis.

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Note Only the time ranges of the trend views is synchronized to
the currently selected view. It is therefore important to ensure
that you select the correct initial view from which to link all
other views.

Zoom The zoom function allows you to select a time range area in
the currently selected trend view by effectively “zooming” in
on the “X” and “Y” axis.

To “zoom in” on a
time range: 1. Click Toggle Zoom on the toolbar.
2. Position the magnifying glass on the chart range for the
desired position.
3. Holding down the left mouse button, drag the
magnifying glass to define the end range.

“Zoom in” on area “Magnifying glass”

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4. Once you release the mouse button, Trend Viewer
zooms in on this area.

The time-range scroll bar and Y axis will be


adjusted as defined by the “zoom area”

5. Click Toggle Zoom again to return to trend


view.

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8.4.5 Saving Trend data

General When online trend views are created, the associated


change-of-value data series are stored in the memory. If you
require this data for retrieval via a trend view at a later date,
you must save it in the offline trend database. There are two
options for saving data in Trend Viewer:
• Save Continuously
• Snapshot Save

Tip To distinguish between online, offline, archived trend views


and snapshot saves, it is recommended that you either save
these in different folders under the TndViews folder, or
distinguish them by use of a meaningful naming convention.

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Saving data 1. Select File > Save Continuously.
continuously OR

Select Save Continuously on the toolbar.


2. A Trend Viewer warning appears asking if you are sure
you want to save data to the offline trend database:

3. Click Yes , to save new online data continuously to the


offline trend database. On the status bar, the following
visual status indication is provided:

On-line trend Saving continuously


(flashing red triangle)

4. Click Save Continuously to interrupt trend.


5. You can now view the saved data by selected the Saved
Trend Viewed Data folder in the Trend DB view in the
Extended System Browser.

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Snapshot Save If you are interested in the information associated with the
currently displayed trend view, you can create a “Snapshot
Save”. This saves trend view settings along with the
displayed trend data.
To save a snapshot of the current trend view:

1. Select Data > Snapshot… or Snapshot on the


toolbar. Since this is a “one-shot" operation: clicking the
button starts the process only.
2. A Snapshot Save As dialog box appears, with the
default name Snapshot_[Trend View Name] and the
extension .tvw.
3. Complete the file name and click Save. All the online
data series in the view is now saved.
4. The saved data can now be viewed via the File > Open
menu option and displayed as a *.tvw in Trend Viewer.

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8.4.6 Open and save trend view
configurations

Overview A trend view file stores the following configuration


information:
• Time span
• Data range
• Data points per chart
• Chart Properties
• Trend view type.

Because the data series associated with the data points are
stored separately in the offline or archived trend databases,
this means that you could set up a trend view which displays
offline energy consumption data for the previous month for
example. You could subsequently use the same trend view
every month for reporting purposes.

Note For expanded reporting or data display an additional


application is available:
- PDM ADP CC, => V3.1-1 for DESIGO INSIGHT V2.3
Contact Siemens Building Technologies to clarify your
precise needs.

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Default save By default, trend view files are stored under the DESIGO
location INSIGHT project in a “TndViews” folder. You can organize
the saved trend view files in folders using the Save As dialog
box. This gives you the option of creating new folders (as
shown below).

DESIGO INSIGHT saves as online trend views


project folder trend view folder

Note Trend Viewer must be running to open a trend view directly


from the Windows Explorer. You can double-click files
directly from Windows Explorers or drag to a trend view.

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Save If you modify an existing or default trend view (see
configuration “Modifying Trend Views”), there are three ways to save this
view: You can:
• Save a default trend view with a new name
• Open an existing trend view and save the new settings,
overwriting the old settings
• Save the current trend view configuration as the new
default

To save the settings of a new trend view:


1. Select File > Save.
OR

Click Save on the toolbar.


2. If you want to create a new folder within the Save As

dialog, select Make New Folder :

3. Click Save to save your trend view, or Cancel to abort


the operation.

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Notes If you do not change the default “TndView1.tvw”, you save
the currently opened file under this name. Any new default
trend views you subsequently open incrementally increases
the file name number by one (e.g. “TndView2.tvw”).

If you shut down Trend Viewer and then restart it, the default
trend view file name numbering commences from
“TndView1.tvw” again.

Closing trend views automatically saves the configuration


settings.

To modify an existing trend view and save the new settings,


overwriting the old settings:
1. Select File > Save.
OR

2. Click Save on the toolbar.


3. The file is save as soon as the file name differs from
“Trend View 1.tvw” etc.
4. If the file name is the same as a default name, i.e.
“TndView1.tvw”, you are prompted in the Save As…
dialog box to change the name.

Tip We strongly recommend that you change the default file


name to something more meaningful.

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Define and When you save the default from the currently selected trend
restore trend view, only the following configuration information is saved:
view default • Time span
configurations • Data range
• Chart Properties
If you have formatted a trend view and now want to define
the current trend view configuration as the new default
format:
1. Select File > Save as user defaults.
OR

Click Save Default on the toolbar.


2. The configuration settings of your currently selected
trend view becomes your new default setting. The next
time you open a new trend view, it is displayed in
accordance with the new configuration.

To change a previously saved trend view so that is displayed


in accordance with the new trend view configuration:
1. Ensure that the trend view is currently active.
2. From the Format menu, select Set Default Properties

Tip This is a very quick and simple method of formatting and


saving the default trend views.

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Open a saved To open a saved trend view:
trend view 1. Select File > Open.
OR

Click Open on the toolbar.


2. A standard Windows dialog box is displayed, focused on
the saved project-specific trend views.
3. In the list, double-click the trend view you want to open.
You can have more than one trend view open. Simply repeat
steps 1 and 2 to open further trend views

8.4.7 View archived trend data

Archive Current data from the trend database is moved during the
overview archival process to the archive database without deleting the
data.

Why archive? Main reasons for archiving data from the offline database:
− To limit the size of the offline database. Thus increasing
the speed of the find function and extended browser
function. Display of newly selected data series is also
accelerated in a trend view.
− To reduce offline trend view to a reasonable time period,
e.g. 1 week.
− To remove and save older data from the management
station or file server on a regular basis and prevent filling
up the local hard disk.

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Archival
process

The database can be opened after the archive is created.


The data series can be viewed and edited in a trend view.

Notes Only trend data is archived. Trend views which hold the
associated configuration information do not contain data
series and can be backed up separately using Project Utility
if required.

Trend views that are created for online or offline data series
cannot be used for archived data series.

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Selecting an 1. Select File > Open Archive…. A dialog box is then
archive displayed showing the available archives:

2. The archive files are identified by the time and date


stamp of the first and the last entries. The small icons
have the following meaning:
This “filling tank” icon means the archive file is not
full. More data may be added when the next archive
operation is performed.
This “full tank” icon means the archive file is full
(according to the archive criteria selected).

The size of the archive files is dependent on the


archiving settings defined by the system engineer.
3. Select the desired archive and click Open.

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4. Select the desired data point from the Archive tab.

5. Drag the selected data point with Drag & Drop to an


open trend view.

Why do I have When a database is archived, it is converted into a


to open an compressed format which cannot be viewed directly. When
archive? an archive is opened, a database is created and the data
from the archive file is copied into the database.

What happens if Only those databases in use remain mounted. Those which
I mount all my are not used for a certain timeout period are deleted from the
archives? MSDE server. The original archive file still exists.

Configure The archiving of log and/or trend data in your DESIGO


archiving INSIGHT system is normally set up by the commissioning
engineer. The archiving may be configured to take place on
the basis of elapsed time, or number of database entries.

Reference For more information on configuring the archival function:


Refer to "Trend" section in this manual.

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8.4.8 Copy data and graphics via the
clipboard

Methods of Data and graphics can only be copied from Trend Viewer to
copying to the the clipboard, from the clipboard this data can be imported
clipboard into other applications that support the DDE link, below is a
table that details how data and graphics can be copied from
Trend Viewer. Trend Viewer elements

Trend view Copy Copy Comment


elements data as graphics
text as bitmap
Copy from 9 9 Copies both the
menu bar data point series
and trend view
Copy from 9 9 Copies both the
toolbar data point series
and trend view
Copy from trend 9 9 Copies both the
view data point series
and trend view
Data label 9 8 Only copies the
selected data point
series
Browser 9 8 Only copies the
selected data point

Note From the above table it can be seen that the “Data Label”
and “Browser” options do not copy graphic images to the
clipboard.

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Copy data To copy data and graphics to the clipboard from a trend
view:
1. Right-click anywhere on the chart area to display a
context menu.
2. Select Edit > Copy. The graphic is copied to the
clipboard.

Note You cannot export bitmaps or data direct to file from Trend
Viewer: You must do so via the clipboard.

Import to Excel Once the data and graphics have been copied to the
clipboard, they are now available for importing into other
third-party applications that support the DDE link.

To import data into Excel:

1. Open an Excel spreadsheet

2. Select the cell and click "Insert" on the toolbar.


The data on the clipboard is pasted into the worksheet,
formatted in their respective rows and columns
3. You can now use the chart wizard to create graphs or
manipulate the data using formulae as required.

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Import bitmap 1. Open an Excel spreadsheet
2. Select a cell and click Edit > Paste Special.
3. Select Bitmap to paste the following elements of the
trend view:
4. Chart area with axis
5. Data series
6. Time range scroll bar
7. Quality attributes

Note The same procedure applies to importing data and bitmaps


into Word documents or any other Windows programs that
support pasting of bitmaps or text data.

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8.4.9 Print trend views

Printing In DESIGO INSIGHT, printing is coordinated by the same


overview task as for all user applications, using the standard Windows
printing interfaces:
• Print
• Print Preview
• Page Setup
Printing from DESIGO INSIGHT is the same as from any
other application, except that in DESIGO INSIGHT the
header and footer are fully defined in System Configurator.

Print graphics To print graphics from Trend Viewer:

1. Click File > Print… or Print on the toolbar. The


Print dialog box appears.
2. Check that the printer shown in the Printer dialog box is
the one you want to use.
If not, scroll through the list to find the correct printer.
3. Specify the page range where appropriate.
4. Specify the number of copies you require.
5. Click OK.

Note
If you select the Print symbol from the toolbar, this
immediately prints the active trend view in accordance with
the current setup.

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9 Time Scheduler
About this This section is designed to help you program time switching
section functions (DESIGO PX automation station) on the DESIGO
INSIGHT management station.

9.1 Introduction to time scheduling

Principle You can program switch times for time control of your plant
using either the management station or any PXM10 / PXM20
operator unit. Both methods access the same data, which is
stored in the PX automation station itself.

Time control information includes:


− Weekday program
− Weekday program with local exceptions
− Global site exception
− Local device exception

Example: Shopping Center

Together these elements constitute a scheduler to control


the plants to the needs of the customer.

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Weekday the basic sequence of switch times and their corresponding
program operating modes covering a period of one week.
• Switching times can be individually defined for any day of
the week.
• A single weekly schedule is thus applied 52 times per
year.
• Normally, one weekly schedule is programmed per plant.

Weekday Is a weekly schedule additionally defined to individual


program exceptions.
(with local • The exception applies to this scheduler only.
exceptions)

Global site Controls above all, holiday programs through the entire site
exception for your project.
• Information on global site exceptions are stored in all PC
automation station devices for a project.
• The primary automation stations coordinates changes to
information to backup automation stations.

Local device Controls, above all, holiday programs that cannot be


exception executed via the global site exception program.
• Local device exceptions are always limited to one PX
automation station.
• Normally engineered for one plant.

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Functions The functional concept for scheduling is based on the
concept priority elements (weekly schedule, global site exception, local
device exception) as well as a priority added to each
element. Control occurs based on the lower priority if multiple
entries are valid. In our example, the local exception with
priority 10 overrides the global exception with priority 15.
Therefore, the plant is not shutdown this Thursday over
lunch and later shutdown in the evening.

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User functions The INSIGHT scheduler allows you:
• to change existing weekly schedules.
• Display as multiple part scheduler together with
exceptions.
• Exceptions may be amended and added as required.
• Directly define exceptions in a weekly schedule.
• Temporarily extend a time period.
• Add output objects as "Commanded Objects“ to a
scheduler.
• Print schedule.

Multiple Within DESIGO INSIGHT only one instance of Time


management Scheduler can run on any one management station. In the
stations case of multiple management stations, Time Scheduler can
run on each individual station. If they access the same
weekly schedule or exception one after the other, then the
last change made takes effect.

Add new weekly It is not possible to create new weekly schedules via the
schedule management station with this version. The allocation of plant
elements (boilers, chillers etc.) to weekly schedules is also
pre-engineered, and cannot be altered from the management
station with this version.
If you need to put some additional plant elements under time
control, however, this can be done with another engineering
tool: please contact your local Siemens Building
Technologies representative.

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9.2 Operate Time Scheduler

A general view of Time Scheduler is shown below:


System Browser pane Scheduler pane

The System Browser shows all the relevant objects in your


DESIGO system.
The scheduler pane displays the time control plan, and
allows you to modify it.

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Scheduler The scheduler contains three tabs to display the properties of
program the time control:
1. Weekly schedule
This shows the basic pattern of switch times for the plant
concerned.

2. Overview
This shows a calendar view with “exceptions” (that is,
exceptions to the weekly schedule, such as holidays)
overlaid onto the weekly schedule.

3. Day profiles
Provides more detail of the exceptions, showing them as a
graphical list, without the weekly schedule information.

Tool selection
In addition to these tabs, a "Switch State" window is also
available. All available scheduler colors are compiled in this
window and display the corresponding plant states.
You can slide the Switch State window around to a
convenient position, and re-size the time schedule pane
using the usual Windows techniques.

Start scheduler
1. Click Scheduler on the DESIGO INSIGHT
taskbar.
OR
Click Scheduler in Plant Viewer.

Exit scheduler 1. Select File > Exit.

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Check 1. Select the corresponding scheduler in the browser.
scheduler

2. Click Open .
OR
Holding down the left mouse button, drag the scheduler
to the scheduler window.

3. Release the mouse button in the scheduler.


The data is now read from the PX automation stations
and displayed.

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The colored blocks in the display correspond to operation in
a particular state - see the Switch State window for a list
of all states and colors. Move the mouse over a block: the
operating mode and time period is displayed as a "tooltip".
Time Period selection
indicator flags

Sun, 0700- Sun, 0800


Stage 7

Cursor position
time

Tooltip displays Switch State pane shows colour - operation mode


Time Period information

Time period Start and end points for a time period as well as mouse
designations display depends on the selected function to be carried out:
Function Time period Mouse symbol
Start time

End time

Insert

Edit

Move

or

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Change 1. Select the Weekly Schedule tab.
scheduler 2. Double-click a time block
OR
Select the start or end time of the time block and drag
the mouse to the corresponding time.

Double-click time This method allows you very precise control of the times.
block. Double-click a block to display the following window:

1. Click the Stage: Off, Stage 1...c the corresponding


operating mode from the list box for the selected time
period.
c This information comes from the PX automation
stations and varies depending on function.
2. In the Start the list box, select the corresponding day
and define the start time in the Time field.
3. In the Hold the list box, select the corresponding day
and define the end time in the Time field.
4. Click OK to go to the scheduler window.

5. Click Save or Save All to write the data to the


PX automation station.
Note
Prior to Save you have the opportunity to Undo ,
for example incorrect times.

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Set start/end time
1. Select the start and/or end point of the time block .
with mouse
2. Hold down the left mouse key and move the mouse
to the desired time axis .
3. Release the mouse button in the scheduler.

4. Click Save or Save All to write the data to the


PX automation station.

Left click and hold, dragging the mouse


around a start or end time line...

A single marker is displayed...

Move the mouse cursor exactly over the time line


and it will change to a double arrow...

Left click and hold, dragging the time line


to the new position

Bottom scale shows time of selected


time line

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Move entire 1. Click in the time period (cursor changes ).
period 2. Hold down the left mouse key and move the move to the
desired time axis within the same day or
move the time period to another day.
3. Release the mouse button in the scheduler.

4. Click Save or Save All to write the data to the


PX automation station.
Click anywhere in the block

Two markers are displayed...

Left click and hold, dragging the block to


a new position

Note how the adjacent period is extended

Bottom scale shows times of selected


Time Period

Note Multiple time period can be move simultaneously by holding


down the Shift key and selecting the time periods.

Note Since the end-time of a day (23:59) and the start-time of the
following day (00:00) are so close together, it is impossible in
practice to set these times with the mouse, because of the
tolerances allowed in the graphic display.
The start or end times for a day should therefore be entered
via the input window (double-click the block).

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Copying a time 1. Click in the time period (cursor changes ).
block 2. Hold down the left mouse key and move the mouse to
the desired time axis .
3. Release the mouse button in the scheduler.

4. Click Save or Save All to write the data to the


PX automation station.
Left click anywhere in the block

Two markers are displayed...

Right click and select “Copy”

Right click anywhere on a new day and select “Paste”

Block is pasted at the same times on thenew day

Copy to another 1. Select a time period in the current schedule.


schedule
2. Select a new schedule and click Open .
3. Right-click context menu and select Insert (inserted with
the same times)
OR
Insert Here (times are adapted to the insert position).

Note Time scheme can only be copied via multiple schedulers,


when the schedulers are the same data type.

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Aligning time Start and stop times are equal for all selected time periods.
periods 1. Define start and stop time in the upper most time period
to be setup.
This is used as reference when aligning other time
periods
2. Left-click the uppermost time period.
3. Hold down the Shift key.
4. Left-click the time period to be setup.

5. Click Setup Periods .

6. Click Save or Save All to write the data to the


PX automation station.
7. Click <Esc> to reset the selected time period.

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Creating a new The operator can individually define operation times to
time period ensure optimum plant operations.

Crete schedule 1. Select the Weekly Schedule tab.

2. Click Insert Period .

3. Click the Stage: Off, Stage 1...c the corresponding


operating mode from the list box for the selected time
period.
c This information comes from the PX automation
stations and varies depending on function.
4. In the Start the list box, select the corresponding day
and define the start time in the Time field.
5. In the Hold the list box, select the corresponding day
and define the end time in the Time field.
6. Click OK to go to the scheduler window.

7. Click Save or Save All to write the data to the


PX automation station.

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Create schedule 1. Select the Weekly Schedule tab.
with the mouse
2. Click Selection Tool .
3. Select the corresponding operating mode for the time
period.

4. Select Add New Period.


5. Select the corresponding day in the scheduler window.
6. Select the start time with the cursor and press and hold
down the left mouse button.
7. Drag the mouse to the desired end time and release the
left mouse key.

8. Click Save or Save All to write the data to the


PX automation station.

Delete Schedule 1. Select the Weekly Schedule tab.


2. Select the time period to be deleted.
3. Right-click and select Delete to delete the time period.

4. Click Save or Save All to write the data to the


PX automation station.

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Temporarily 1. Select Overview tab.
extend a time 2. Select the corresponding time period.
period 3. Right-click and select Extend to open the Extend dialog
box.
4. In the Extend list, click the desired time.
5. Click OK.

6. Click Save or Save All to write the data to the


PX automation station.

Note Extending the time period is always treated an a local


exception of a weekly schedule and can only take place via
the Overview tab.

In this example, the time period was extended by two hours


on July 13 and by two hours on July 20.

You can double-click the local exception to enter additional


settings as needed.

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9.3 Local exceptions

General The techniques above are used to establish a basic


scheduler. There are, however, always exceptions to a
weekly schedule, such as vacations, holidays, etc. These are
referred to as Exceptions.
An exception affects only one existing weekly schedule. This
can take effect during a given time period, on a given date or
during a define date range.

Create The easiest way to define an exception is to define a local


exception in a weekly schedule.
1. Open the corresponding scheduler and select the
Overview tab.
2. Right-click in the scheduler window and select Add
Period from the context menu.
.

3. Click the General Settings group box:


− in the OpMod room auto 1 list, the corresponding
operating mode.
− In the Priority list, select the corresponding priority for this
exception (see below).

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4. Click the Time Settings group box:
− Select the corresponding start time in the daily list,
e.g.7:00 am.
− Select the corresponding end time in the daily list,
e.g.6:00 pm.
5. Click one of the options in the Date Settings group box:
• Fixed date.
• Range.
• Week and day.

Fixed date Within the Date option, you can use the following options to
define when an exception is to apply:
• Date
• Daily
• Monthly
• Annually

Select Date. The exception applies to this day only.

Select Annually. The exception repeats on the same date


every year.

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Select Annually and Monthly. The exception repeats
monthly on the same day.

Select Daily. The exception repeat every day in this month


and this year.

For all the aforementioned cases, you can change the setting
with entry in the Only when displayed under this option. For
example, a date exception of April 1, 2005 could be valid, but
Only when April 1, 2005 occurs on a Friday.

Range The description below illustrates creating a vacation


Application schedule within the weekly schedule as could take place at
Hairdresser the "Hairdresser" shopping center.

You can set the start and stop date in the Date field.

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Week and day Under Week and day you may specify an exception via the
day of the week, e.g. “Every first Monday of January”. Note
that by leaving the “of” field (month) blank, you make the
exception active for every month.

1. Click OK. The exception is marked in red as a local


exception in the date field and a red arrow is added in
the overview profile.

2. Click Save or Save All to write the data to the


PX automation station.

Tip Click the year to select the year with the spin box.
Click month to select the corresponding month.

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Priority Cascading exceptions can be prioritized by setting various
priorities in the scheduler. A lower priority always overrides a
higher priority.

Check daily The Daily Profile tab displays all exceptions for the selected
profile scheduler (local exceptions and exception days).
1. Open the corresponding scheduler and select the tab.
2. You can edit daily profiles, create new profiles as
described under "Create local exceptions".

Note You cannot add a new exception nor delete an existing one.

Delete 1. Select Overview tab.


exception 2. Select the corresponding time period.
3. Right-click and select Delete.

4. Click Save or Save All to write the data to the


PX automation station.

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9.4 Site exceptions

General Site exceptions are calendar entries, e.g. Easter, that may
reference various weekly schedules. The advantage of Site
Exception is only the date needs to be changed when the
date changes in the next year.

Create The description below illustrates creating a calendar


schedule as could take place at shopping center "restaurant,
hairdresser, travel agency, office".
1. Select the corresponding calendar schedule in the
browser on the Site Exception level.

2. Click Open .
OR
Holding down the left mouse button, drag the scheduler
to the scheduler window.
3. Release the mouse button in the scheduler.
The data is now read from the PX automation stations
and displayed.
4. Right-click in the calendar scheduler window and select
Add Period from the context menu.

5. Click one of the options in the Date Settings group box:


• Fixed date
• Range
• Week and day.

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6. Define the exception as described previously under
"Create local exception".
7. Click OK to go to calendar view.

8. Click Save or Save All to write the data to the


PX automation station.

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Assign to Calendar schedules must be assigned to a scheduler. This is
weekly the only way for the site exception to affect a weekly
schedule schedule.
1. Select the corresponding calendar schedule in the
browser on the Site Exception level.

2. Right-click and select Copy Group Address.


3. Open the time switch tree so that Referenced Objects
appear.

4. Right-click and select Add Group Address.

Note You cannot assign to a scheduler as long as the calendar is


still opened in the scheduler window.

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Create After assignment, a corresponding daily profile must still be
exception created for the exception.

1. Open the corresponding scheduler and select the


Daily Profile tab.
2. Right-click in the scheduler window and select Add Period
from the context menu.

3. Click Edit Period:


− In the OpMod room auto 1 list, the corresponding
operating mode.
− Select the corresponding start time in the Daily list, e.g.
8:00 am.
− Select the corresponding end time in the daily list, e.g.
5:00 pm.

4. Click Save or Save All to write the data to the


PX automation station.
5. Repeat 1-4 for all schedulers assign to this calendar.

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Delete 1. Select the corresponding calendar schedule in the
exception browser on the Site Exception level.

2. Click Open .
OR
Holding down the left mouse button, drag the scheduler
to the scheduler window.
3. Release the mouse button in the scheduler.
The data is now read from the PX automation stations
and displayed.
4. Select the corresponding start date.

5. Right-click and select Delete.

6. Click Save or Save All to write the data to the


PX automation station.

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9.5 Device exceptions

General Device exceptions are limited to one physical PX automation


station. As a result, one device exception can only be
assigned to multiple plants when they are on the same PX
automation station.

Create / Delete The description below could apply to the example shopping
center "restaurant". Creating and deleting exceptions is the
same as for site exceptions.
Important:
A device exception can only be assigned to a plant where
the same DESIGO PX automation stations is located.

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9.6 Printing from Time Scheduler

You can print time schedules and exceptions from three


different viewpoints, corresponding to the three tabs of the
Time Scheduler pane:

Weekday Produces a graphic printout of the basic weekly schedule.


program

Overview Produces a text print-out of all the weekly schedule periods


together with any relevant exceptions.

Day Profile Produces a graphic printout of the exceptions valid for the
week displayed.

Print To print, open the scheduler of interest, select the desired

tab and click Print . You can start with Page Preview

if you want.

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10 Logging
About this The Log Viewer you to understand plant, system or user
section actions after the fact (For example, who changed the value
from 21.0°C to 20.5).

10.1 Introduction to logging

Functions Log Viewer is used to display all the events logged in the log
database for DESIGO INSIGHT. To enable users to work on
the log database and to select subsets of the whole log
database, Log Viewer incorporates a range of sophisticated
filter and sort options.

Log Viewer includes the following functions:


• Various views of the current log database can be
displayed
• Archived databases can be displayed
• Comments can be added to each log entry
• Various print options can be applied to the log event list
• User log events can be entered manually.

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Logged events Alarm events
All alarm state changes controlled by the DESIGO INSIGHT
alarm system are logged as alarm events. An alarm event is
logged whenever:
• An alarm is acknowledged
• An alarm is reset
• An alarm is disabled
• A high limit alarm occurs
• A low limit alarm occurs
• A no-feedback alarm occurs
• A digital alarm occurs
• An alarm returns to normal

The new alarm state is logged together with the alarm


message, and the alarm state is displayed in the Event
Group column.

System events.
System events are actions automatically triggered by one of
the DESIGO INSIGHT programs. A system event is logged
whenever:
• A program is started
• A program is stopped
• A program error occurs
• Log or trend data is archived automatically or manually
• Data is backed up in Project Utility
• A site connection is established automatically or manually
• A site connection is terminated
• A user logs out manually or an auto-logout occurs
• A communication time-out occurs
• A communication failure occurs
• A communication error occurs
• The configuration of the DESIGO INSIGHT system
database is changed
• Disk is full
• Device time is set manually or automatically
• Time is out of synchronization
• A trend data upload has been requested

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• Trend or Log data is archived
• A password check fails
• DESIGO INSIGHT is shut down
• DESIGO INSIGHT is started

User events
User events are actions triggered manually by a user. A user
event is logged whenever a user:
• Starts a program
• Stops a program
• Archives trend or log data
• Backs up data
• Established a connection
• Disconnects
• Logs out
• Logs in
• Changes a property
• Resets a run-time totaliser from Plant Viewer or Object
Viewer
• Acknowledges a specific alarm
• Resets a specific alarm
• Takes over the system (operator action)
• Checks out the system (operator action)
• Adds a new log entry manually
• Modifies an object (or one of its properties)
• Changes the status of a specific object
• Purges the Log- or Trend archives

Status events
Status events are automatically-triggered HVAC events
which are important enough to have been engineered for
logging.

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10.2 Start and exit Log Viewer

Manually start To start Log Viewer manually from DESIGO INSIGHT:


Log Viewer
1. Click Log Viewer on the DESIGO INSIGHT
taskbar.
This opens the Log Viewer. The System Browser is
displayed to the left and a content window appears to
the right.

OR

1. Navigate from other applications by right-clicking to


open the context menu.
2. Select Send to....

3. Select Log Viewer from the list.

Exit from 1. Select File > Exit.


Log Viewer
Note Settings such as the current Sort and Filter criteria as well as
the current window size and position when exiting are saved
on a user-specific basis and is applied automatically when
Log Viewer is next started by that user.

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10.3 Operating Log Viewer

Reference For general information about operating DESIGO INSIGHT


applications: refer to the "General Operation" section in the
manual.

Object Viewer Descriptions of menu commands, toolbar and content


application windows are located in the DESIGO INSIGHT online help.
description A short description of the toolbar displays when the pointer is
pointing at a menu command.

Operation Log Viewer consists of System Browser in the left pane and
elements the five log event tabs in the right pane, covering different
views of the events logged in the log database.
The five log views, which can be selected via tabs in the Log
Viewer window are:
• All
• Alarm
• System
• User
• Status

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All tab Displays all four event categories (Alarm, System User and
Status events) together with the most important associated
information:
Toolbar Tab, log view

System Browser Status bar Log view (All tab)

Each of the views has the same set of columns. Filtering and
sorting always apply to all views identically.

Refreshing the Log Viewer displays a snapshot of the log database. This
log views means that new log entries in the database are not displayed
automatically. The log view is refreshed by any of the
following events:
• The user presses <F5>
• The user selects Refresh from the View menu
• The user sorts or filters the log views
• The user switches to another log view tab.
• Log Viewer is restarted

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Context menu Right-clicking a field in log view opens a context menu with
the following content:
Context menu Description
Filter by "Stop application" Filter column based on selected
entry.
Select From... Select possible filter criteria from the
list.
Custom filter... Setup filter criteria for this column.
1 Filter by "=Stop Last used filter criteria (history).
application"
Remove Filters Remove all filters for Log Viewer.
Remove Sorting Remove sorting in Log Viewer.
Copy Copy field to clipboard.
Properties Displays properties for selected log
entry.

Log entry 1. Double-click a log entry.


properties OR
Right-click a log entry to display the context menu, and
then select Properties.
2. Select the corresponding tab.

Tip If you keep the Properties open, you can select individual
lines and read or edit comments on the entries.

Filter, find Refer to the “General operation” section of this manual.

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10.4 Adding comments to log entries

General It can be useful to add comments to a log entry manually; it


may be that the information delivered by the system does not
cover certain contingencies or user actions relevant to that
particular log entry.
Examples of comments include information about work
carried out on the plant, circumstances leading to an alarm
or explanations of user actions, all of them related to a
particular log entry.
You must have a multimedia PC to display log entries.

Edit comments 1. Click the log entry and right-click Properties.


2. Select the Comment tab in the Properties window.

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3. Check the written comment or replay the spoken
message using the

Play , Pause and Stop buttons.


4. Add a written comment by typing it into the “Written
comment” field.
You may enter up to 255 characters.

Add a spoken comment using the Record and

Stop buttons.
The maximum length for spoken comments is 1 minute.
5. Click apply to save the comment and keep the dialog
box open
OR
Click OK to save the comment and close the dialog box.

Display The comment appears in the Comment column of the


comments various log views. An additional icon indicates whether the
comment is written, recorded or both.
Written comments only.
Written and oral comments.

Oral comments only.

No comment entered.

Delete 1. Right-click log entry and select Properties.


comments 2. Select the Comment tab in the Properties window.
3. Delete written comments by editing the comment dialog
box.

4. Delete an oral comment by clicking Delete .


5. Click Apply to save the changes and keep the dialog
open, or click OK to save the changes and close the
dialog.

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10.5 Entering user log entries
manually

Purpose The system does not automatically capture all relevant user
actions (e.g. maintenance work in a plant). It might be
important to be able to track these activities at a later stage,
and it is therefore useful to enter them in the log database.

Attributes The following attributes are save during manual user entry:
• Date / Time
• User name
• Management station name
• Message (Comment string)
• Priority = Medium
• Event group = user
• Event = entry in user log

Create 1. From the Tools menu select Create Log Entry.


2. Enter a message of maximum 512 characters

3. Click Apply to log the new entry and leave the dialog
open or click OK to log the entry and close the dialog.

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10.6 Print from Log Viewer

Print For a detailed description of printing from the DESIGO


INSIGHT programs: Refer to "General Operation" section.

10.7 View archived log data

Archive The archiving of log and/or trend data in your DESIGO


overview INSIGHT system normally have been set up by the
commissioning engineer. The archiving may be configured to
take place on the basis of elapsed time, or number of
database entries.
Once the archives have been created, the database can be
opened and the data series can then be viewed and
manipulated in the Log Viewer.

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Select an 1. Select File > Open Archive.
archive A dialog box is displayed showing the available
archives:

2. The archive files are identified by the time and date


stamp of the first and the last entries.
The small icons have the following meaning:
This “filling tank” icon means the archive file is not
full. More data may be added when the next archive
operation is performed.
This “full tank” icon means the archive file is full
(according to the archive criteria selected).

3. The size of the archive files is dependent on the


archiving settings defined by the system engineer.
4. Click the Open to open the selected archive.
5. After the archive is opened the archived data can be
viewed in the Log Viewer.

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Why do I have When a database is archived, it is converted into a
to open an compressed format which cannot viewed directly. When an
archive? archive is opened, a database is created and the data from
the archive file is copied into the database.

What happens if Only those databases in use remain opened. Those which
I open all my are not used for a certain timeout period are deleted from the
archives? MSDE server. The original archive file still exists.

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11 Backup project
General To retain the value of your plant, it is absolutely necessary to
backup a project at regular intervals. The operator, and not
Siemens Building Technologies, is responsible for backing
up project.

Caution Siemens Building Technologies assume no liability for loss of


data.

Backup process Data is stored in data bases and are maintained and
administered from one level of SQL server on a local or
remote management station or XP/2000 server.

Backup storage The storage media should have sufficient capacity to backup
media the entire backup project since project data cannot be
divided during the backup process.

Possible backup media are:


• Magnetic optical drives
• Zip drives
• 120MB diskettes
• File server

Not supported are:


• CD drives
• 1.44 Mb diskettes

File name The backup files have the extension .ipa together with the
following convention:
<ProjectName>.<Year>>.<Month>.<Day>.<Hour>.<Minute>.
<Second>
i.e. "Siemens.2004.02.20.13.18.47.ipa" is a backup copy for
the "Siemens" project created on February 20 at 13:18.

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Backup rights To carry out a project backup, you must be a member of the
group "DESIGO INSIGHT Backup Operators".
1. From the windows taskbar, select Start > Settings >
Control Panel > User Accounts.
2. Select the User tab and click Add.

3. Click Browse and select the user.


4. Click OK > Next.
5. Select Others in the Add new user dialog box.
6. Select DESIGO INSIGHT Backup Operators in the
dropdown list box.
7. Click Finish > OK to save the user.

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Saving a project
1. Double-click the Project Utility icon on your
desktop
OR
Start > Programs > DESIGO INSIGHT Vx.x > Project
Utility.
2. Select Open this catalog now and click OK.
3. Select the project to be banked up in the Project Utility
(generally the active project).

4. On the toolbar, click or select Project > Backup....


5. Click the corresponding checkbox in the Project
Backup Wizard and click Next >.

6. Enter the project backup description and click Next >.


7. Select the Backup the Project Now and create a file
name and default path.

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8. The project backup path default corresponds to the
select project path in the ..\drop\Backup\....folder. You
can change the destination and file name by clicking
Browse... and selecting another folder from the normal
dialog field.

9. Click Finish.
After starting the backup process, a dialog box appears
with information on the individual steps.
10. Prior to closing the dialog box, make sure that each step
of the project backup process was completed
successfully and check the backup folder.
Click Close.
11. Click File > Exit.

Note When you enter a storage location on a network, make sure


to enter the path and that the MSDE Server Manager has
rights to the target folder and common access.

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11.1 Scheduling automatic processes

Overview Project Utility processes can be completed based on


time/date together with the script files.

Important Project Utility must be executed on the project data server


where the MSDE Server Manager is operating. MSDE
Server Manager have all rights to access backup target
folders.

Create script 1. Execute the desired process, e.g. Backup Project in


files the Project Utility and enter the desired description for
this process (in this example Backup Trend and Log).
2. Select Generate a backup-script in the Process
Wizard.

3. Click Finish.
4. Project Utility now creates a script file (*.js) with the
name assigned by you and the storage location.
The script files to be created can be automated and
executed according to a time plan as described below.

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Setup data Windows XP and Windows 2000 has software for the
backup planned tasks. This can be used to create a backup based
on a schedule and is setup as follows:

1. Click Start > Settings > Control Panel > Scheduled


Tasks > Add Scheduled Tasks and then Next.

>. The Scheduled Task Wizard appears.


2. Click Browse… and select …\Siemens
SBT\Insight\Bin\Projutil.exe and then click open.

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3. The wizard helps you set when to execute the task.
Select the desired option and name it.

4. The content of the next dialog box depends on the


previous selection. In this example, the weekdays are
displayed, because the option "weekly" was selected in
the previous dialog box. Click Next > after making the
settings.

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5. Enter the name and password of the windows user and
click Next >.

6. Select Open advanced properties for this task…


before clicking Finish.

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7. In the Task tab, click Browse… and the previously
created script file. In our example, the script
Projectbackup.js is added to the task. Click Apply or
OK.

8. Enter the name and password of the windows user and


click OK >.

Caution If you change your Windows user password, you must also
change the project backup password.

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Test 1. Click Start > Settings > Control Panel > Scheduled
Tasks > Planned Tasks.

.
2. Right-click DESIGO INSIGHT project backup and select
Run in the context menu.
3. With Windows Explorer, check whether or not the
corresponding project backup file was created in the
folder..\<Projectname>\Drop\Backup\ *.ipa.

Note There is no button in the taskbar for project backup.

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12 Frequently asked
questions
12.1 Alarm handling

What if the In the case of a stand-alone management station, all routing


management is suspended. Alarms are buffered in the PX automation
station is stations, so that upon restart, they all are routed to receivers
switched off? as usual. Their time stamps are the time of alarm event, not
of reception at the management station or receiver. The
PXM10 / PXM20 continue to provide an alarm interface
irrespective of the management station status.
In the case of as multiple management station installation,
one management station is usually engineered as the main
event router. So long as that is still operational, the alarm
and event handling system is as well.

What if DESIGO This is the same as the case above.


INSIGHT is
stopped on the
management
station?

What if DESIGO All routing continues; pop-ups are displayed and warning
INSIGHT is sounds played.
running but there
is no user logged
in?

What happens if I You may think that you can shut down Alarm Router (using
close Alarm the “x” field in the right-hand corner of the Alarm Router
Router? window), but in reality it continues to run in the background.

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Why doesn’t The table makes little sense for Printing: Printer “jobs” are
anything appear transferred to the Windows printer task, and this transfer is
in Alarm Router too fast for this table to show the job. There is occasionally a
pending jobs? pool for pager, e-mail or fax messages. This is particularly
the case when a delay is built into the Alarm Routing table.

How do I delete a So you have a queue of useless messages. The deletion


queue of method depends upon the message receiver.
messages?
Printers
Delete takes place by the printer handler in Windows:
Double-click the printer symbol at the bottom right on the
taskbar. You can delete printing jobs from the list displayed.

Fax
These are too fast to be buffered in the Alarm Router
pending messages list. The Windows fax window can be
displayed by clicking the Fax icon that appears (like a
Printer icon) in the bottom right hand of the windows
taskbar. From here you can Click End fax call to stop
transmission.

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Pager
Here it may be possible to delete the items from the pending
list:

Click here to display table...

Right click here and....


Delete all..

Delete...

E-mail
Once the mail has been transferred to the SMTP server, you
have no chance to delete the message. The final recipient
must delete them from their e-mail In-tray.

What is “Priority” In the case that a large number of messages to a single


in the Alarm receiver may be buffered by Alarm Router, that is they
Routing Table? appear in the Pending Jobs table, then it is possible to
assign a priority to the routing. In this way a Fire alarm
message can be assigned a high priority and in the event of
a queue it is sent to the top of the queue. However, as Alarm
Router generally handles routing tasks quickly, so that a
significant queue does not arise in the Pending Jobs Table,
this option is rarely necessary.

What are This additional option, mentioned in message group


“Routing Texts” configuration is rarely used.
in message With it you are able to scan the “Routing Text” element of an
groups? alarm message for a text string such as “Fire” and, if found,
this activates the message group with this text as a “Routing
Text”. All messages with “Fire” could thus be routed to a
special device. It is employed when the classification by
priority does not suffice. The router text must be added via
the Object Viewer which results in additional Engineering.

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How do I modify You can modify this via System Configurator, under
the priority of a INSIGHT Building Automation System Properties >
system or user Event Priorities:
event?

Highlight an event

Set a Priority

How do I modify the You can’t. It is fixed during the engineering of the PX
priority of an Alarm automation station and can only be changed there.
/ Status event?

Can I modify the This can be done via System Configurator > Insight
colors of the Programs > Alarm Viewer Properties > Priority Groups.
alarm summary
icons on the
taskbar?

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How can I modify This is done by System Configurator, in the Building
the texts Automation System properties, tab Priority text.
describing the
alarm priority?

Can I add a Of course. PXM10 / PXM20 immediately becomes a new


PXM10 / PXM20 client for alarm messages and can be used for alarm
to my DESIGO interactions, without any additional engineering.
system?

Can I add a new Of course, but not by yourself. However, this requires expert
management configuration not least of the routing of the alarms, which
station to my requires knowledge of the BACnet property “Notification
DESIGO Class”.
system?

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12.2 Scheduler

What happens When a local and a global exception overlap in time, and
when give conflicting instructions, then the local exception has
exceptions priority.
overlap You can tell if there are overlapping exceptions by close
examination of the time periods via the Overview tab:

Here two device exceptions are overlapping: this is indicated


by the fact that there are four arrow heads within one
apparently continuous red "exception" line.

What happens if The time schedules are stored in the PX automation


the management stations, so time control proceeds as normal. It is
station is nonetheless desirable that the DESIGO INSIGHT
switched off management station is always on and preferably connected
to your site, so that alarm and logged data can be uploaded
as necessary.

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13 VISONIK, INTEGRAL,
UNIGYR

13.1 Alarm handling

Priorities in Alarms created at the process level are further processed by


DESIGO the automation stations; here the alarm is formatted with
INSIGHT message information.
Alarm priority is one of the parameters configured in the
alarm message. The alarm priority displays the importance of
a given alarm.
Alarms priorities differ from priorities defined in DESIGO
INSIGHT depending on the system type. To compensate, the
driver responsible for communications between DESIGO
INSIGHT and the system compiles the priorities in a common
form as described in the table below:
UNIGYR old

3rd party
INSIGHT
DESIGO

UNIGYR

DCS old

BACnet
NITEL
NCRS

Citect

OPC
DCS
PX

0* 0 1 9 0 - 3 1000-901 0-24
1 1 2 8 1 3 2 900-801 25-49
2 2 3 7 2 - 1 800-701 50-74
3 3 4 6 3 - 0 700-601 75-99
4 4 5 5 4 2 - 600-501 100-124
5 5 6 4 5 - - 500-401 125-149
6 6 7 3 6 1 - 400-301 150-174
7 7 8 2 7 - - 300-201 175-199
8 8 - 1 8 0 - 200-101 200-224
9 9-255 - - 9 - - 100-1 225-255
* highest priority

The alarm priority represents the sole configuration criterion


for the INSIGHT applications (e.g. Alarm Viewer), the
INSIGHT Taskbar, and the alarm popup window.

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Additional criteria such as site, category (NCRS only), alarm
state and router text are available for alarm routing. These
criteria can be applied to filter alarms into certain groups
prior to routing to the receiver.

Note • The alarm priority also impacts the alarm routing


sequence in NCRS systems. For example, when a priority
3 alarm is sent first, followed by a priority 1 alarm, the
system first processes communication for the priority 1
alarm.
• With regard to third-party integration via Citect drivers,
alarm priorities are defined in the alarm category property
sheet under comment and not under priority. The
complete priority range (0 through 255) is supported.

Category Categories exist only in VISONIK, INTEGRAL and UNIGYR


systems. A category can be assigned to one or more specific
recipients in the alarm routing (System Configurator).

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14 VISONIK

14.1 Object Viewer

Object views DESIGO INSIGHT contains three views of the building


automation and control system:
• Technical View.
• User View.
• System View.

Technical View

Site
Site name [site designation]
DCS
DCS address [DCS designation]

Ring
Ring address: Ring designation
Device
DCS address: BPS add.[BPS designation]

Object
Module address: Point designator
[Point designation]

Note Ring display is only possible when the corresponding system


topology was imported with DB Import.

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System View

Site
Site name [site designation]
DCS
DCS address [DCS designation]
Device
DCS address: BPS address
[BPS designation]
Object
Module address: Point designation
[Point designation]

User View Example of the User View in the System Browser.


The structure is project-specific and must be engineered
(thus not available for all projects).

Site
Site designation
Region
Region designation
Ort
Location designation

Free levels
Designation

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14.2 Alarm handling

Alarm states The following table depicts the various DCS alarm states in
the Alarm Viewer:

Alarm State text Description


symbol Field input Alarm Viewer
state state
Alarm In alarm state No
acknowledgement
required.
Unacknowled In alarm state Not acknowledged
ged alarm, and not reset.
locked
Unacknowled In alarm state Not acknowledged,
ged alarm but reset.
Acknowledge In alarm state Acknowledged and
d alarm reset.
Normal, Once again in Not acknowledged
unacknowled normal state and not reset.
ged, locked
Unacknowled Once again in Not acknowledged,
ged normal state but reset.
Locked The alarm function for the data point is
suppressed; no alarm can be created.

Note
• The symbol for "Alarm State" is static in the Alarm
Viewer. It appears as a ringing bell in the Plant
Viewer and in the taskbar.
• The "Locked" state is a permissible alarm state and is
displayed in the Alarm Viewer and Log Viewer.
• The Log Viewer also displays the symbol for "Alarm
once again in normal state".

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Simple alarm No user action is required for the category “Offnormal”.

Normal Normal
10488Z01
Alarm

Basic alarm An alarm from the "Maintenance" category can be configured


to require just an acknowledgement depending on the state
of the field input:

Alarm
Acked

Acknowledge

Alarm
Unacked Normal

10488Z02en
Acknowledge

Normal,
Unacked

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Extended alarm A complex alarm (for PLT plant points only) can be
configured to require acknowledgement and reset depending
on the state of the field input:
Alarm unacknowledged
locked

Acknowledge

Normal unacknowledged Alarm


locked locked

Acknowledge
Reset

Normal Normal Reset Normal


acknowledged locked acknowledged

10488Z04en
Alarm Acknoewledge Alarm
unacknowledegded acknowledged

ge
w led
no
Ack
Normal
unacknowledgded

Alarm impacts the PLT point.

For an alarm that impacts the plant point PLT, the plant must
always be unlocked after the actual fault is eliminated!

Note The reset state only appears after the alarm is acknowledged
in the Alarm Viewer and Plant Viewer.

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14.3 Trend

View In the Trend Viewer, the System tab in the System Browser
(online) System displays the hierarchy of all sites, devices and objects
imported into the system database.
Site
DCS device

Process device
folder

Objects

Object

Object groups

Note • To scan data points in a Trend View in real-time, the site


must be connected to enable dynamic COV data.
• System View does not display Trend Log objects, since
the Trend Log objects contain offline data (historical data).
Refer to offline Trend DB view for more details.

Trend DB view The Trend DB tab in the System Browser shows trend data
saved to the offline trend database from the following
sources:
• COV data stored in the offline trend database from an
online trend through either "Save continuously" or "Save
snapshot".
• Historical data uploaded from trend log objects in the
system.

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Trend log
objects.

Elements of the The quality icons describe the quality of a data entry. They
Trend View are created in the system, but may include user actions
executed on the management station.

Quality State Description


icon
Override on

Override off

Alarm on

Alarm off

Changed The value was changed in the


DCS.

Changed off The displayed data is unchanged


by the DCS.

Trend object Indicates a failure in the trend log


failure object.

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14.4 Time Scheduler

General Time scheduler operation for VISONIK is essentially the


same as for DESIGO PX.
However, creating a new time schedule is different in
DESIGO INSIGHT. You require user rights to execute a DB
import.

Schedule (Time A VISONIK schedule contains a week schedule and day


switch) in references for 7 special days.
VISONIK Special days override the week schedule and the day
defined in the device exception (local) or site exception
(global).

Create new A unique schedule can be defined for each commandable


schedule object.

1. Open the INSIGHT Scheduler application.


2. Select the System tab in the System Browser.
3. In the Technical View, select the desired object (e.g.
data point: Site>$d10>PLT>PLT10).
4. Select File > Open.
Create a new schedule.
5. Select the Week schedule tab.
6. Select Schedule > Add Period.
The Add Period dialog box opens.
You can now define an on-going weekly period.
7. Select File > Save.
A new schedule with the object designation is saved.
8. Close the INSIGHT Scheduler application.

Note The new schedule is not automatically added to the DST list.
The DST list is only updated with a DB import!

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Execute DB DB Import adds newly created schedules to the DST list.
Import
1. Open the INSIGHT Database Import Utility .
2. In the left pane, click Visonik.

3. Click the Import Project from DCS symbol.


4. Select the Devices checkbox.
5. Select the range to be imported (e.g. $d10 ... $d10).
6. Select Tools > Start requests.
Click OK to begin database import.
Click Yes to confirm as required.
7. Select File > Close.
The DST list is updated.

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Change The schedule allows you to change the day reference for
schedule weekdays or special days.

1. Open the INSIGHT Scheduler application.


2. Select the Schedule tab in the System Browser.
3. Select the schedule in the Schedules folder.
4. Select File > Open.
The schedule opens.

Change the day You can change the day reference for a weekday in the
reference for a Week schedule tab by adding new periods or changing
weekday existing periods.
1. Select the Week schedule tab.
2. Select the desired period for a weekday.
3. Select Schedule > Edit Period.
The Edit Period dialog box opens.
Change this weekly occurring period (e.g. each Tuesday
until 9:00 pm).
4. Click OK.
The change is now displayed.

5. Select File > Save.


The change is saved in the schedule.

Change the day The Special Days allows you to change a day reference for
reference for a
a special day (similar to "Change the day reference for a
special day
weekday").

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Device Individual calendar days that override the weekly program
exception are defined in the weekly program.
A device exception applies only to local device (BPS)
schedules.
Example 1:
The business is closed for a holiday on 15-Sep-04. The plant is
controlled with special day 1 (off the entire day) to avoid
unnecessary energy consumption.

Example 2:
Since you want to extend opening hours on 14-Sep-04 to 9:00 pm,
you can assign Wednesday's day reference to Tuesday.

Define device Device exception allows you to assign a given day reference
exception (exception or weekday) to individual calendar days.

1. Open the INSIGHT Scheduler application.


2. Select the Schedule tab in the System Browser.
3. Select the local calendar CAL in the Device Exception
folder.
4. Select File > Open.
The local calendar CAL opens.
5. Select Schedule > Add Period.
The Add New Period dialog box opens.

Select the day reference (special day or weekday) and


the calendar day.
6. Click OK.
The exception is now entered on the calendar.
7. Select File > Save.
The change is saved in the local calendar CAL.

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The created exception is displayed in the corresponding
schedule, Overview tab (but only after the schedule is
reopened).

Note The PRV1 automation station does not allow for annual
repetition of the exceptions. As a result, the Every Year
checkbox is not available.

Site exception Individual calendar days that override the weekly program
are defined in the Site Exception.
In contrast to device exception, site exception applies to
schedules for an entire site (all BPS).
Create a site exception in the same manner as the device
exception.
Example:
You can define special day 1 as a site exception if all plants are shut
down on January 1.

Synchronization Calendar objects are normally synchronized from multiple


DCS - DCS DCS. This occurs when all DCS are set with the parameter
AUTI = 0 (e.g.: $160.OS.AUTI = 0). In this case, seven
special days are displayed in DESIGO INSIGHT.
The number of special days increases by seven when
parameter AUTI = 1 is applied. In this case, there is no
synchronization between individual calendar objects.

Note When the parameter AUTI is changed, a DB import is


mandatory to update the data in DESIGO INSIGHT (more or
fewer calendar objects).

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14.5 Logging functions

General DCS reports can be created or initiated by the DCS Dialog


application. This application is started on the DESIGO
INSIGHT taskbar when the user possesses the appropriate
access rights. DCS Dialog offers almost the same function
as the VISONIK terminal dialog using the same operating
philosophy (alphanumerical).

Reference Description of the DCS Dialog application:


Refer to the manual "Functions and system messages",
CM2U8567D, in the VISONIK DCS documentation.

Limits, DCS • Only one DCS Dialog window may be open at one time.
Dialog • Data processing graphics (RPT, DPR, graph and DPP,
PLOT) are not supported.
• Trend plot functions ($Tn.TICM=1 .. 60) are not
supported.
• Ctrl+V is not supported.

Open DCS
Dialog

1. Click on the INSIGHT taskbar.


2. Select Online Tools > DCS Dialog.
The DCS Dialog opens.
OR
1. Click connected sites on the INSIGHT taskbar.
2. Click DCS Dialog.
The DCS Dialog opens.

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Open VisoTerm

1. Click on the INSIGHT taskbar.


2. Select Online Tools > VisoTerm.
The Visio dialog opens.
OR
1. Click connected sites on the INSIGHT taskbar.
2. Click VisoTerm.
The Visio dialog opens.

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15 NCRS and NITEL

15.1 Object Viewer

Object views DESIGO INSIGHT contains three views of the building


automation and control system:
• Technical View.
• User View.
• System View.

Technical View

Site
Site name [site designation]

Device
NCRS node [NCRS name]

Object
NCRS block [block name, trunk # ,RS #]

System View

Site
Site name [site designation]

Device
NCRS node [NCRS name]

Object
NCRS block [block name, trunk # ,RS #]

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User View The User View can be defined after the fact for the given
object. It is, however, not necessary to load it in the system.
When the User View must be also displayed on the NBRN,
the user designation must be engineered in the RS module.

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15.2 Alarm handling

Alarm states The following table depicts the various NCRS and NITEL
alarm states in the Alarm Viewer:

Alarm State text Description


symbol Field input Alarm Viewer
state state
Alarm In alarm state No
acknowledgement
required.
Unacknowled In alarm state Acknowledgement
ged alarm required.
Acknowledge In alarm state Alarm
d alarm acknowledged.
Normal, Once again in Acknowledgement
unacknowled normal state required.
ged.
Normal, not Once again in Reset required.
reset normal state
Locked The alarm data point is locked and
therefore no alarm can be created.

Note
• The symbol for "Alarm State" is static in the Alarm
Viewer. It appears as a ringing bell in the Plant
Viewer and on the taskbar.
• The "Locked" state is a permissible alarm state. In NCRS
systems, routing these alarms to the Alarm Viewer can be
locked.
• The Log Viewer also displays the symbol for "Alarm
once again in normal state".

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Simple Alarm No user action is required for the category “Offnormal”.

Normal Normal
10488Z01
Alarm

Basic alarm An alarm from the "Maintenance" category can be configured


to require just an acknowledgement depending on the state
of the field input:
Alarm
Acked

Acknowledge

Alarm
Unacked Normal

10488Z02en
Acknowledge

Normal,
Unacked

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Extended alarm An alarm from the "Critical" category can be configured to
require acknowledgement and reset depending on the state
of the field input:
Alarm
Acked

Normal
Acknowledge Unreset

Alarm
Unacked Reset Normal

10488Z03en
Normal
Unacked

Note The reset state only appears after the alarm is acknowledged
in the Alarm Viewer and Plant Viewer.

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15.3 Trend

View In the Trend Viewer, the System tab in the System Browser
(online) System displays the hierarchy of all sites, devices and objects
imported into the system database.

Device

Object folder

Objects
Object
description
Object name

Note • To scan data points in a Trend View in real-time, the site


must be connected to enable dynamic COV data.
• System View does not display Trend Log objects, since
the Trend Log objects contain offline data (historical data).
Refer to offline Trend DB view for more details.

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Trend DB view The Trend DB tab in the System Browser shows trend data
saved to the offline trend database from the following
sources:
• COV data stored in the offline trend database from an
online trend through either "Save continuously" or "Save
snapshot".
• Historical data uploaded from trend log objects in the
system.

Folder, saved
online trend

Data saved from


online COV

Folder, trend log


object
Data saved from
channel inputs

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Naming The naming convention differs between the System View
conventions for and for input channels under "Saved trend viewer data” and
input channels "Trend log object folder":
and trend log
objects

Site Device name Object name Object properties Object


designation

The primary difference between the naming here and in the


System Browser view is that both the site and device can be
displayed making it possible to save data points from various
devices in the same site folders.

Note • When you create a trend view and save COV data, they
are saved for each impacted site in the folder for saved
trend view data in the trend DB view.
• There are no trend log objects in the system database. It
must be uploaded to display a trend log object in the
Trend DB view.
• Trend log object channel inputs can be physical or virtual
data point types and appear in the corresponding trend
log object folder.
• To select input channels for saved Trend Viewer data,
wildcards may be entered when searching for an object
(refer to "Online trend views" below in this section).

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Trend log The following naming convention applies to both the trend
objects and log object folder and the channel input:
User View

User designation Object name Object designation

The User View and System View differ only on the input
channel level where only the user designation is displayed.

Note • The user designation for the input channel must be


defined after the trend log object (history block) is
uploaded; otherwise the channel appears only in the
System View / Technical View.
• Trend log objects are not displayed in the User View.
• A total of 10 analog/dialog input channels can be defined
for each trend log object.

Archive view The Archive tab in the System Browser for the Trend Viewer
displays archived offline trend data. Searching saved COV
data and trend log objects is the same as described under
trend database browser view.

Normally, more data is saved in the offline trend database.


As a result, you can archive data manually or automatically
and then display it in the Archive tab.

Note Data is removed from the offline trend database when


archived and can only be viewed in the Archive tab.

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15.4 Time scheduler (NCRS)

Principle Time schedules (week schedules) are created in the system


controller using weekly and exception time tables. On the
process level, INTEGRAL RS, PRONTO and SMART can be
controlled using the following scheduler blocks:

Xschd Contains an exception table that makes it possible to nest


local, regional and global exceptions (not visible to the
DESIGO INSIGHT user).

Dschd Carries the exception information for the XSCHD block (e.g.
Dschd_0201).

Wschd Contains a weekly time table and can be used for both digital
analog and multistate outputs. Up to 200 week schedules
can be created per system controller (e.g. Wschd_0200).

Tschd Serves to transmit a Wschd value to another block. The


TSCHD / NIDA / PINIT / OSS blocks must be engineered in
the system controller and cannot be created or deleted
online.

Block Create / delete Change


online reference Wschd
Xschd Yes No
Dschd Yes Yes
Wschd Yes -
Tschd No Yes
Nida No Yes
Pinit No Yes
Oss No Yes

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Block The following illustration shows the interaction among the
interconnection various NCRS blocks in the system controller.

Priority Exception Application Exception blocks and Target blocks Commandable blocks
type e.g. numbering

High Xschd251
Local - Overtime
- individual Xschd255
vacation days
Digital or analogue
Wschd 0
Dschd201 Xschd350
Regional - Meetings Wschd200 Tschd 1
- Annual closing

Dschd202 Xschd470
Pinit 1

digital only
Nida 1
Xschd 0 OSS
Global - Christmas
- New Year's Day Xschd199 OSS

Low

10488Z05en

Create new A unique schedule can be defined for each command able
schedule (week object.
schedule)
1. Open the INSIGHT Scheduler application.
2. Select the Schedule tab in the System Browser.
3. Select the Schedules.
4. Right-click Schedules folder.
Select New Week schedule.

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5. Select the object to be command from the list.

6. Click Continue >.


7. Enter a description of up to 15 characters.
This text is added to the schedule name.
8. Click Finish.
A new schedule is saved.
9. Select the newly created schedule in the System
Browser.
10. Select File > Open.
11. Click the Week schedules tab.
12. Select Schedule > Add Period.
The Add Period dialog box opens.
You can now define an on-going weekly period.
13. Select File > Save.
14. Close the INSIGHT Scheduler application.

Device Individual calendar days that override the weekly program


exception are defined in the weekly program.
The device exception applies to only one individual time
schedule. Both the device exception and the time schedule
must posses the same data types.

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Create new First, create a new device exception for an existing time
device scheduler.
exception
1. Open the INSIGHT Scheduler application.
2. Select the Schedule tab in the System Browser.
3. Select the Device exceptions folder.
4. Right-click Device exceptions folder.
Select New Exception Group.

5. Select the schedule from the list.

6. Click Continue >.


7. Enter a description of up to 15 characters.
This text is added to the device exception name.
8. Click Finish.
A new device exception is saved. It does not, however,
contain an exception (refer to the following section.)

Note After creation, a corresponding reference for the device


exception exists.

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Define device In the device exception, assign a setpoint to individual
exception calendar days.
1. Select the newly created device exception in the System
Browser.
2. Select File > Open.
3. Select Schedule > Add Period.
The Add New Period dialog box opens.
Select the calendar day, setpoint and designation.
4. Click OK.
The exception is now entered on the calendar.
5. Select File > Save.
The change is saved in the device exception.
The created exception is displayed in the corresponding
schedule, Overview tab (but only after the schedule is
reopened).

Assign site Site exceptions can be added to an existing schedule as long


exception as they are the same type.
1. Select the Schedule tab.
2. Open the Site exceptions folder.
3. Right-click the desired site exception.
Select Copy Group Address.

4. Select the Schedules folder.


5. Open the desired schedule.
6. Right-click the Reference exceptions folder.
Select Paste Group Address.

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Note a) After creation, a corresponding reference for the site
exception exists.

b) No further site exception can be created.

Assign Additional command able exceptions can be added to an


additional existing schedule as long as they are the same type.
command able 1. Select a command able object in the folder for command
objects able objects.
2. Right-click the desired object.
Select Copy Address.
3. Under the desired week schedule, select the folder
Commanded Objects.
4. Right-click the Commanded Objects folder.
Select Paste Address.

Commandable Commandable objects can be assigned to other scheduler


objects new objects as long as no conflict exists with regard to object
type.
1. Double-click the desired week schedule.
2. Select the desired object in the Commanded Objects
folder.
3. Right-click the desired object.
Select Cut Address.
4. Double-click the new week schedule.
5. Right-click the Commanded Objects folder.
Select Paste Address.

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Optimum start NCRS system may contain the OSS (Optimum Start/Stop)
blocks schedule. The System Browser recognizes them as "Oss".
1. Select the Schedule tab in the System Browser.
2. Select the OSS schedule in the Schedules folder.

3. Click Open on the INSIGHT taskbar.

You can now define the schedule.

4. Click Save .

Note The scheduler cannot be used to create or delete OSS


blocks.

Delete schedule, You can only delete schedules, device exceptions and site
device exception, exceptions when no reference to the objects exists.
site exception Example on how to delete a schedule:
1. Select the Schedule tab in the System Browser.
Delete reference 2. Select the Schedules folder.
3. Open the desired schedule.
4. Open the Commanded Objects folder.
5. Right-click the object.
Select Cut Address.

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Delete reference 6. Open the Referenced Objects folder.
7. Right-click the object.
Select Cut Address.
Delete schedule 8. Select the desired schedule in the Schedules folder.
9. Right-click the schedule.
Select Delete Schedule.
10. Click Yes.
The schedule is deleted in the system controller.

Check It may happen that data is not consistent when an exception


consistency application is distributed on multiple controllers. Proceed as
exception follows to check.
applications 1. Select the Schedule tab in the System Browser.
2. Select the Site exceptions folder.
3. Right-click the Site exceptions folder.
Select Check consistency.
4. Select Just check.
Click OK.
The check begins and may take a few minutes.
Follow the instructions.
5. Click OK.

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15.5 RS Access

Overview RS Access provides you the opportunity to directly access all


data including schedules in the RS module. (The Object
Viewer displays only the data points mapped on BACnet.)

15.5.1 General

Operating Whenever possible, use the Object Viewer to change


philosophy individual data in the RS module.
Use RS Access in the following cases:
• You want to see all data points in the RS module.
• You must change schedules in the RS module.

User level You are always assigned user level 3 in the RS module
using RS Access.

Schedules Only schedules saved in the RS module can be changed


with RS Access.

Read data RS Access reads two types of project data from the RS
module:
• Offline data.
• Online data.

Offline The appropriate engineering data must be installed on the


computer used to operate RS Access to read the data offline.
Thanks to the existing engineering data, the data point
information does not need to be read and saved on the RS
module. In this case, only the respective values can be read
and displayed on the RS module.

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Online For online data, all data must be read on the RS module, e.g.
• Number of RS module
• SAPIM register types and number
• Register designation
• Values, units and limits.

It may take several minutes to read the data for the first time
(depending on the project size). The next time connections
are established, RS Access behaves the same as when
reading offline data since the corresponding information is
saved on the computer.

The advantage of reading online data is you can access all


values in the RS module without engineering data.

Working range The RS Access application window has the following


elements:
Browser SAPIM register

Operating mode alarm state state


User level communication

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Toolbar The toolbar buttons perform the following functions:

Buttons Meaning
Save

Print

Print Preview

Show /Hide System Browser

Find Object

Display Search Results

NITEL

Link

Disconnect

Schedules

Symbols Communication status


Connected in

connect error
Connected

Read data
connected

INSIGHT

Collects
(green)

alarms
(red)
Not

Site
NCRS
Trunk
RS
module

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Object browser

Universal
Analog
Digital
Inputs
Outputs
Setpoint
Parameter
Intermediate values
Operating mode
Operating hours meter
Schedules
Alarm
Communications error
Current register operating

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15.5.2 Connect and operate

Connect site RS Access always requires an active connection to the site.

1. Click "Connect and disconnect sites" on the


INSIGHT taskbar.
2. In the INSIGHT Site Connections dialog box, select the
desired site.

The desired site is now selected.


3. Click Connect.
The connection to the site is established and displayed
with a green arrow.
4. Click Close.

Start RS Access
1. Click RS Access on the INSIGHT taskbar.
and connect
2. Click + in the browser.
3. Select the desired trunk.
4. Click Connect to Trunk on the toolbar.
5. Right-click the desired trunk.
Select Refresh Trunk.
6. Click Yes.
7. Select the desired RS module.
8. Right-click the desired RS module.
Select Refresh RS.
The progress is displayed in the status bar.

9. Repeat this process for each RS module as of Step 5.

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When starting the first time, the plant's system topology must
be read so that it can be displayed in the browser view. This
may take 1-3 minutes depending on the project size.
The symbol indicates that not all data is uploaded and the
process cannot be interrupted.

Reconnect After restarting RS Access and connecting trunks, the


corresponding engineering data is saved on the computer.
As a result, reconnecting is easier.
1. Select the desired trunk or RS Module.
2. Click Connect to Trunk on the toolbar.

Note Engineering data must be reloaded if changed in the interim.


Refer to "Reset data".

Operate The SAPIM register can be displayed and changed in RS


Access (similar to manual operator unit: NBRN).
The following SAPIM registers can be operated or changed:
• Outputs
• Setpoints
• Parameter
• Operating mode (analog only)
• Operating hours meter

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Output 1. Select Outputs > Universal or Outputs Digital in the
browser.
2. Select the desired SAPIM register.
3. Right-click the desired data point.

Select Change Value.


Enter the new value.
(For a digital data point, directly select Auto / Manual
On / Manual Off.)
4. Click OK.

Setpoint / 1. Select Setpoint > Analog or Setpoint Digital in the


Parameter browser.
2. Select the desired SAPIM register.
3. Right-click the desired data point.
Select Change Value.
Enter the new value.
(For a digital data point, directly select On / Off.)
4. Click OK.

Analog operating 1. Click Operating mode > Mode.


mode 2. Select the desired operating mode.
3. Right-click the desired data point.
Select enable or release.
The operating mode for the SAPIM application is
automatically deleted when you select release.

Operating hours 1. Select Operating hours meter in the browser.


meter 2. Right-click the desired data point.
Select Reset.
The meter can only be reset to 0. No default value can
be written to the RS module.

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Alarms As a rule, alarms are acknowledges or reset with the Alarm
Viewer or with the Alarm Popup. You can also use RS
Access to reset an alarm, provided it can be reset.
An existing alarm is displayed at the respective RS module.
1. Click + in the browser.
2. Select the RS module with the symbol .
3. Select the alarms .
4. Right-click the desired data point.
Select Reset.

Schedules Schedules can be manually overridden or adapted to


operational requirements as needed. We differentiate among
schedules between:
• Week schedules.
• Date schedules.
• Exception schedules.

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The following example illustrates plant behavior, when week,
date and exception schedules are programmed.

Monday Tuesday Wednesday Thursday Friday Saturday


Sunday
80116

6 12 18 6 12 18 6 12 18 6 12 18 6 12 18 6 12 18 6 12 18

Plant behavior for exception schedules:


Legend:
A = week schedule Mo – Sa 06:00 On 18:00 Off
B = Date schedule Mo 21:00 On Tu 09:00 Off
C = Exception schedule Tu 21:00 On We 03:00 Off
We 21:00 On Fr 12:00 Off
Sa 03:00 Off Sa 12:00 Off
D = Plant behavior

Manually 1. Select Schedules in the browser.


override 2. Select the desired SAPIM register.
schedule 3. Right-click the desired data point.
Select Manual On or Manual Off.

Create/modify In Week Schedule, all switching processes of the clock


week schedule channels are defined that are regular and occur on given
days of the week.
1. Select Schedules in the browser.
2. Select the desired SAPIM register.
3. Right-click the desired data point.
Select Schedules.
4. In the Week Schedule group box, click Add or Modify.

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5. Create the week schedule for "On".

Click OK.
6. Repeat steps 2 through 4 to create the week schedule
for "Off".
7. Click OK.

Create/modify Switching functions for a given date and time are defined in
date schedule the date schedule.
1. Select Schedules in the browser.
2. Right-click the desired data point.
Select Schedules.
3. In the Date Schedule group box, click Add or Modify.
4. Define the date schedule for "On".

Click OK.
8. Repeat steps 2 through 4 to create the date schedule for
"Off".
9. Click OK.

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Create/modify The exception schedule defines individual modification on
exception the changed occupancy for the plant.
schedule Example:
Different switching times apply in a school during vacation.
An exception schedule overrides the week or date schedule.
The week or date schedule does not need to be modified.
1. Select Schedules in the browser.
2. Right-click the desired data point.
3. Select Schedules.
4. In the Exception Schedule group box, click Add or
Modify.
5. Create the exception schedule for "Off".

Entering overlapping exception schedules is prohibited!


Click OK.

Daylight saving First set your computer to daylight saving or standard time.
time. 1. Select Schedules in the browser.
Set to standard 2. Select Update.
time

The update is executed for the entire RS bus, but not on


another trunk.

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Find You can search data points on various levels:
• Site
• NCRS controller
• Trunk
• RS module

1. Open the browser on the desired level.

2. Click Find on the toolbar.

3. Enter the search criteria.


Use the following wildcards:
? (one character) and/or * (multiple characters).
4. Select the desired data point in the search results.
5. Click OK.
RS Access goes directly to the selected data point.

The "Search results" symbol opens the search result


dialog box for the previous search.

Reset data You must delete data stored on the computer and reload it
from the RS module when you make changes in the SAPIM
structure.
Upload only data from trunk or RS module:
1. Open the trunk or RS module in the browser.
2. Right-click the trunk or RS module.
Select Refresh Trunk or Refresh RS.
3. Click Yes to overwrite the data.

Upload all data:


1. Select Tools > Disconnect.
2. Select Reset RS Access data.
3. Click Yes to overwrite the data.

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Print You can print selected data point information based on data
point type.
1. Select the desired data point group in the browser.

2. Click Page View on the toolbar.


A print preview is displayed:

3. Click Print.
The Print dialog box opens.
Select the printer.
4. Click OK.

Automatic Communication is interrupted and RS Access closed when


logout no user activities occur during a default timeframe.

Exit RS Access 1. Click Disconnect Site .


2. Select File > Exit.

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15.5.3 NITEL

NITEL operation is similar to NCRS operation. The only and


important difference is establishing a connection to the
respective NITEL. The NITEL site cannot be connected at
RS Access startup!

Start RS Access The NITEL site cannot be connected at RS Access startup.


First, disconnect an existing connection.

1. Click Connect and disconnect sites on the


INSIGHT taskbar.
Click Disconnect.
2. Click RS Access on the INSIGHT taskbar.

NITEL You need a user and password to dial into NITEL.


Password 1. Select the desired NITEL site in the browser.
2. Click NITEL Parameter in the toolbar.

3. Enter the address (normally 1).


4. Enter the user (default SCS).
5. Enter the password (default SCS).
6. Enter the inactivity timer (ca. 5 minutes).
7. Click OK.

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Connect 1. Select the desired trunk in the browser.
2. Click Connect to Trunk on the toolbar.
3. Right-click the trunk.
Select Refresh Trunk.
4. Click Yes.
5. Select the desired RS module.
6. Right-click the desired RS module.
Select Refresh RS.
Thr progress is displayed in the status bar.

7. Repeat this process for each RS module as of Step 5.

When starting the first time, the plant's system topology must
be read so that it can be displayed in the browser view. This
may take 1-3 minutes depending on the project size.
The symbol indicates that not all data is uploaded and the
process cannot be interrupted.

Operate All other operations are the same as for NCRS operation.

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16 UNIGYR
Connect site When you start the Plant Viewer, the site connection for the
UNIGYR subsystem is created automatically.

1. Click Plant Viewer in the INSIGHT taskbar.

16.1 Object Viewer

Object views DESIGO INSIGHT contains three views of the building


automation and control system:
• Technical View.
• User View.
• System View.
• Predefined view (PopCard view).

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Building Automation UNIGYR 17.01.2005
16.1.1 System View

The System View has the following hierarchy:

Site
Device

System alarm
Element alarm

CI module
AI module
AO module
Function blocks

DI module
DO module
Scheduler and calendar blocks
PopCards, centralized error
block
Other

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16.1.2 User View

In DESIGO INSIGHT, the hierarchy of the User View is freely


definable. For the UNIGYR automation system we
recommend the following:

Site
Device
Partition

Function block
name

Pin

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16.1.3 Predefined view (POP card view)

UNIGYR Design allows you to define PopCard pages. The


PopCard view is referred to as a "predefined view". You can
find this view in partition BB of each automation station.

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16.2 Alarm handling

Alarm states The following table depicts the various alarm states in the
Alarm Viewer:

Alarm State text Description


symbol Field input state Alarm Viewer
s state
Unacknowle In alarm state Acknowledgemen
dged alarm t required.
Acknowledg In alarm state Alarm
ed alarm acknowledged.
Unacknowle Once again in Not
dged normal state
acknowledged,
but reset.

Alarm category The UNIGYR alarm system can be divided into several
sections:
• Various block types create alarms. They have the signal
type FltPhas.
• The common fault block collects the alarms
• The UNIGYR operating system monitors the common
fault block and any additional system alarms.

Alarm
Acked

Acknowledge

Alarm
Unacked Normal
10488Z02en

Acknowledge

Normal,
Unacked

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Element fault The block has different input pins, which are internally
connected. Depending on the input conditions, the block sets
the alarm pin to one of the following values:
Normal == 0
Faulty and unacknowledged == 1
In alarm and acknowledged ==
2

In most block types, the alarm pin name and type are both
FltPhas.

In the UNIGYR system, the FltPhas type pins are not


intrinsically monitored: To report a pending alarm to the
UNIGYR system, each pin of the FltPhas type must be
connected with the common fault block. The common fault
block can handle up to 99 alarms.
The UNIGYR system now recognizes this element as an
alarm.
To reset or acknowledge the alarm, the reset and
acknowledge pin belonging to this block must be used.

For detailed information refer to the UNIGYR documentation.

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16.3 Trend

On-line trend With the DESIGO INSIGHT Trend Viewer, you can plot a
data point online by simply dragging and dropping it into a
trend view.

DESIGO UNIGYR process data can be registered in the automation


INSIGHT offline stations (PRUs) and temporarily saved, and periodically
trend uploaded to the DESIGO INSIGHT trend database. Data
acquisition is based on parameter settings in the registration
blocks.
The Trend DB data can be selected via the Trend DB tab.
This provides access to the trend browser, with a tree view
containing the names of the trend-logged UNIGYR function
block parameters ("registration data"). The trend-logged data
can be displayed by dragging and dropping it into a trend
view.

Offline trend The offline trend (PRU registration data) is set up in the
UNIGYR automation system with UNIGYR design. The
procedure for uploading the registration data is configured in
the UNIGYR registration block. By default, the upload is
initialized through the PRU. The upload is performed
automatically either via the Profibus or via the remote
connection. The remote connecting is established by the
PRU if necessary.

However, for certain situations, it is more convenient for a


DESIGO INSIGHT operator to initialize the upload.

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This can be done
• in the Object Viewer by setting the parameter RdOCmd to
1 in any of the registration blocks of that PRU. After
initialization of the upload, the parameter must be reset
to 0.

• in the Plant Viewer on a standard UNIGYR page.

Setup in the The offline trend upload is set up in Citect.INI (refer to


UNIGYR Citect "UNIGYR Citect Driver: Citect.INI setup") and in the UNIGYR
driver and in file Tool.PRF (refer to "Installation of UNIGYR Tools V7.54;
UNIGYR Tool Communication setup").

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16.3.1 Archive trend database

Setup archiving Archiving has to be set up in the DESIGO INSIGHT


application:
System Configurator > INSIGHT Programs > Trend
Viewer.

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Archive by time and date (archiving by the number of entries
in the database is not supported).
The local databases (files) created and used by the UNIGYR
Citect driver have to be cleared periodically to release disk
space. The frequency depends on the amount of data. It is in
the range from several months up to years.
The files are located in the following folder:
UNIGYR.application.<Unigyrproject>.REG

The REG-files used by the UNIGYR Citect driver can be


cleared after the period specified in the Citect.INI file (>
Setup of UNIGYR Citect Driver: Citect.INI).

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16.4 Scheduling (Plant Viewer)

Overview The Plant Viewer is used to schedule a UNIGYR automation


station. The INSIGHT scheduler application cannot be used
for this purpose.

Note • The described genie/supergenie solution only supports


timeswitch blocks TSP1/TSP2/TSP3.
• The "large" UNIGYR scheduler with room groups and
profiles is not supported.
• There is no automatic synchronization with the system
time of any DESIGO INSIGHT management station.
Please refer to UNIGYR documentation for further details on
the UNIGYR timeswitch blocks.

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Week schedule The week schedule defines your plant switching times for
each day.

1. Click Plant Viewer on the graphic page.


The genie opens.

2. Click on the desired day in the Weekday time field.

3. Define the desired switching action (enable, time, step,


setpoint).
4. Define additional switching actions.
5. Click .
The genie is closed.

Tip You can create switching processes for potential exceptions


in advance. It is then easy to enable the exception (select
enable checkbox).

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Holidays The holiday schedule defines a timeframe where the defined
exception takes effect.
Define holidays in 2 steps:
1. Step: Define timeframe.

2. Step: Define exception.

1. Click the Plant Viewer on the graphic page.


The genie opens.
Define timeframe 2. In the field Special day date and time, click Holidays
in the first line.
3. Define the time frame (enable, start date, stop date,
and target).

The targets are listed in the Target Declaration group


box.
4. Click . The genie is closed.
Define exception 5. In the field Special day date and time, click Holidays
in the first line.
6. Define the desired switching action (enable, time, step,
setpoint).

7. Click .
The genie is closed.

Public holidays The holiday schedule defines a set date where the defined
exception takes effect.
Define public holidays the same as for holidays.

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Periodic days Periodic days defines periodically repeating days where the
defined exception takes effect.
Define periodic days the same as for holidays.

Week view The week view provides you a good overview of entered
switching times.

1. Click the Plant Viewer on the graphic page.


The genie opens.

2. Click Weekly view in the Weekly summary field.

Modify switching 3. Click a field.


action A dialog field opens.
Change the switching action.

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Define switching 4. Click Mo-Fr or Sa-So for the corresponding switching
action for the action.
entire week

5. Select the checkboxes of the elements to set.


6. Define the desired switching action (time, step, OSTP,
setpoint).
7. Click .
The genie is closed.

OSTP OSTP (Optimized Start Program) can only be enabled or


disabled in the week view.

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16.5 Report application

Overview This section provides an overview on UNIGYR reports and a


description of their operation.

16.5.1 UNIGYR reports

Two types of reports are available, which are provided


specifically to support UNIGYR:
• I/O report
• Error queue report

These can be called using the UNI_Rep page delivered with


the standard library. Two buttons, which open a dialog box
when selected, are displayed on the graphic page.
Both reports generate an ASCII file, which is then displayed
in the Notepad application.
Depending on how many data points the report functions
have to read, some time may elapse before the report result
is displayed.

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16.5.2 Error queue report

Create
1. Click Display Report Page for the corresponding
graphic page.
2. Click System Error Report.
3. Select the information to be included in the report, e.g.
UNIGYR segment, Controller.

4. Click OK.
The report is started.
Notepad is then started and the report displayed.

Sample report

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16.5.3 I/O report

Create
1. Click Display Report Page for the corresponding
graphic page.
2. Click I/O Report.
3. Select the information to be included in the report, e.g.
UNIGYR segment, Controller, I/O Type, I/O Status, I/O
Condition and Value.

4. Click OK.
The report is started.
Notepad opens and the report is displayed.

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Sample report
DESIGO INSIGHT UNIGYR IO report, Copyright © 2002 Siemens

Building Technologies

Management station: CHZUGW6418 User name:

Administrator

Project: UI15DemoB User group:

Administrators

Citect Project: UI15Demo

Page:

Date: 24.10.2004

Time: 14:21:39

I/O Server: BusSeg

Controller: 12

I/O Type: *

The report displays the I/O blocks grouped by type. Each I/O
block corresponds to an entry (line). Each entry displays the
following:
• I/O block name.
• Comment.
• Class.
• Status.
• Value with unit.
• Type.
• Module number.
• Channel number.

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Siemens Building Technologies Ltd.
Building Automation
Gubelstrasse 22
CH-6301 Zug
Tel. +41 41-724 24 24
Fax +41 41-724 35 22 © 2004 Siemens Building Technologies Ltd.
www.sbt.siemens.com Subject to change
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Building Automation UNIGYR 17.01.2005

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