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SYSTEM ADMINISTRATOR`S GUIDE

1. For customers in the U S Square D can provide a computer which includes all hardware and software required to meet your operating needs Please call the Engineering Services Group at 615 287 3400 for details Historical Logging and Hard Disk Requirements The amount of hard disk space used by historical logging can vary greatly and thus is hard to estimate however a system with 50 devices can easily add 1 to 1 5 MB per day in historical data Consider the following factors when planning the amount of space to allow on the PC that contains your history files the number of devices you are logging and the logging intervals e the number of quantities per device the frequency of your database rollover e the location of the historical data moving it to an archive directory on another PC will free up space on the PC that contains the remaining historical data For more information see Chapter 6 Working with the SMS Database 1997 Square D All Rights Reserved 3 Bulletin 3080IM9602R11 97 The following table lists the minimum system requirements Minimum System Requirements Windows NT 95 DEI 1 eysi SMS 1500 FREUT SMS 121 GFX 1000 i Windows NT Windows NT Operating System Windows 95 Windows 95 VGA VGA Disp ay Mode recommend Super VGA recommend Super VGA 486 66 Ke entum recommend Pentium RAM 32M 32M Hard Disk 500M 500M Program Size 50M 50M SY LINK Card op
2. POWERLOGIC network server to perform too slowly thus slowing the system response time SMS displays the SMS 3000 Configuration dialog box TO Click Next to accept the POWERLOGIC network server configuration on your machine If your machine is not the server 1 select the remote server 2 Then select a system database located on the server 1 Select the POWERLOGIC Network Server 2 Select the PowerLogic system setup database PLANT MGR Browse C SMS 3000 D atabase PLSystem mdb ADMINISTRATOR a CONTROLLER te PAINTLINE Advanced ODBC Data Source Administrator A SHIPPING WORKGROUP 1 WORKGROUP 2 E In the Select the POWERLOGIC Network Server box select the name of the PC on which the server is being installed For the client server installation accept the default the computer at which the installation is taking place If the PC names do not display you can type the PC name that you used when setting up your network If there are no ethernet cards installed in this PC type a period instead of the PC name The client server will operate on this PC and will not try to make a network connection In the Select the PowerLogic system setup database box select the path drive PC directory where the SMS system setup database PLSystem mdb is installed For the client server installation accept the default SMS 3000 Database PLSystem mdb You can click Browse to locate the database The Ad
3. Remove all previously installed components Exit Setup Click Exit Setup In response to the Are you sure prompt click OK In response to the prompt telling you that the File Services setup was interrupted click OK Your original installation of File Services has not been deleted 13 SMS displays a message telling you that SMS 3000 Setup is finished copying files reminding you to upgrade all instances of SMS client server and interactive graphics software products to the new version telling you to use the Translation Utility to convert previous SMS historical information for instructions see Using the Translation Utility later in this chapter Setup is complete Before you can run SMS 3000 you must restart your computer To restart click Yes then click Finish Note When you see the message Press spacebar now to invoke hardware profile last known good menu do not press the spacebar If you do you will reset the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Upgrade Installation DDE Server Use this procedure to install an upgrade to a previous version of DDE server software Note Always close any open applications before installing SMS Checklist Follow this checklist in the order listed to ensure a co
4. SMS 3000 DDE server Custom Si For advanced users and system administrators only You can customize all available Setup options lt Back Cancel 7 Click DDE Server 1997 Square D All Rights Reserved 39 Bulletin 3080IM9602R11 97 SMS displays the SMS 3000 Destination path dialog box It lists the default location for the installation files c SMS 3000 SMS 3000 Destination Path x Setup will install SMS 3000 in the following directory To install to this directory choose Next To install to a different directory choose Browse You can choose not to install SMS 3000 or change destination directory again later C SMS 3000 Destination Directory 8 To change the directory click Browse and choose the new directory When the correct destination directory displays click Next Note Remember that the subdirectory named Database must be shared for clients to be able to access it SMS displays the prompt Confirm Newly Selected Directory 9 If the directory is incorrect click No and correct the directory name When the directory name is correct click Yes If the directory does not already exist you are prompted to reconfirm the name Click Yes to accept the directory name SMS displays the Check Setup Information dialog box Check Setup Information x Setup has enough information to begin the file transfer operation If you want to review or chang
5. Windows NT user accounts Database allocation is set up for alarm and event logging See Establishing Log Restrictions in chapter 6 Make a backup copy of the system setup database default PLSystem mdb which is under SMS 3000 gt Database Copy this database information to disk so you will have a clean copy of your database It s a good idea to perform this backup periodically whenever you make any changes to such things as device setups functions and alarms After all historical data translations are complete remove the translation utility shortcut SMS 3000 Translation from the Programs menu Also remove the SMS 3000 Configuration shortcut from the Programs menu These files are not controlled by SMS security and can be accessed by any PC user To delete the shortcuts follow these steps e Click Start gt Settings gt Taskbar e Click the Start Menu Programs tab then click Advanced e Click Profiles gt All Users gt Start Menu gt Programs gt SMS 3000 e Delete SMS 3000 Configuration and SMS 3000 Translation items 1997 Square D All Rights Reserved 17 Bulletin 3080IM9602R11 97 New Installation Client Server 18 Use this installation procedure if you are installing SMS 3000 for the first time You will use this procedure if you are upgrading from EXPlorer software EXP 550 or EXP 500 or System Manager Plus SMS 770 or SMS 700 If you are upgrading a previous SMS 3000 installation see the section Upgrad
6. and will be prosecuted to the maximum extent possible under law 4 Read the information on the screen Click Next 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation SMS displays the software license screen Software License Agreement x Please read the following license agreement Use the scroll bar to view the rest of this agreement IBOFTWARE LICENSE AGREEMENT Distribution diskettes or CD ROM s containing POWERLOGIC application software are ided with a License Agreement affixed to the packaging For your information and ration this License Agreement i is reproduced below in its entirety Please read the License Agreement carefully since it defines the specific conditions under which you may use this software CAREFULLY READ THE FOLLOWING LICENSE AGREEMENT BEFORE USING The contents of this package include a proprietary software Square D Company is the holder of all intellectual property rights including copyrights in and to that software Under the terms of this sale and the copyright laws of the United States the purchaser of this software is entitled to make one copy exclusively for archival purposes no other zi Do you accept all the terms of the preceding license agreement If so click on the Yes push button If you select No Setup will close a D gt _ 5 Read the license agreement in the box You are asked whether you agree with the terms of the license agreement Click No
7. application the GFX functions are added into the SMS menu across a local area network it will appear as a separate client You must follow the rules for proper installation and client connection The database cannot be connected to any other client or application during installation of GFX Database shares network drive mapping and client installation procedures are described in the Interactive Graphic Software GFX 1000 User s Manual order no 3080IM9701 1997 Square D All Rights Reserved 57 Bulletin 3080IM9602R11 97 Where to Next 58 For See Chapter Understanding the SMS 3000 Interface User s Guide Chapter 2 Basic System Setup and Operation User s Guide Chapter 3 Database Management Chapter 6 Setting Up User Accounts Chapter 5 Setting Up Devices and Groups User s Guide Chapter 3 Setting Up Logging User s Guide Chapter 9 1997 Square D All Rights Reserved Chapter 5 Working with User Accounts Chapter 5 Working with User Accounts Each person who uses SMS must be assigned a unique user account The system admin istrator defines a user account by assigning a unique user name a password and an access level There are ten access levels level 1 gives total access to the system and levels 2 through 10 give decreasing access Use level 1 only for the system administrator The System Manager Access Levels table on the next page shows the exact access for each level Before t
8. by clicking OK Note After File Services File Services has been correctly installed the following dialog box could display You must click Restart Windows not Exit Setup Continue with step 13 Square D File Services Restart Windows RE a You need to restart Windows to complete the installation Before you restart close any open applications including MS DOS sessions and save all current documents Remove any floppy disks still inserted in a disk drive Then click the Restart Windows button If you choose to restart the screen may go blank or flicker Please be patient while Setup restarts your machine Alter restarting your machine Setup will be complete Exit Setup If File Services is already set up on this computer the setup process begins but is replaced by the File Services Setup dialog box Square D File Services Setup x Welcome to the Square D File Services installation maintenance program This program lets you make changes to the current installation Click one of the following options Add new components or remove installed components from the current installation 2 Repeat the last installation to restore missing files Reinstall and settings Remove All Remove all previously installed components Exit Setup Click Exit Setup In response to the Are you sure prompt click OK In response to the prompt telling you that the File Services setup was interrupted
9. dialog boxes Technical Support When you register your software you are entitled to 6 months of free technical phone support If you have any questions about this instruction bulletin or other POWERLOGIC products contact the POWERLOGIC Technical Support Center The hours are Monday Friday 7 30 AM 4 30 PM CST The fax number is available 7 days a week 24 hours a day Phone 615 287 3400 Fax 615 287 3404 BBS 615 287 3414 E mail pmosprt squared com Precede telephone numbers with your country code if you are outside the United States Before you call have the product serial number ready The serial number is located on the back of the software CD jewel case or on the label of your original program diskettes Or if SMS is installed click Help gt About SMS 3000 to display the serial number 8 1997 Square D All Rights Reserved Chapter 3 The PC Communications Interface Chapter 3 The PC Communications Interface SMS can be used with either a standard PC ethernet network board a SY LINK Network Interface Board Class 8010 Type SFI 510 mounted in the computer or with serial port connections Ethernet Gateway or all three All of these types of communications interface can be used at the same time POWERLOGIC Ethernet Gateway SMS can communicate via the standard PC ethernet card using the TCP IP protocol with the POWERLOGIC Ethernet Gateway interface modules connecting the POWERLOGIC compatible devices
10. from a previous version of SMS 3000 client server software Before you install this upgrade first make a backup copy of your system data default c SMS 3000 gt Database gt comms mdb Do not uninstall the previous version If you do you must reinstall the previous version then install the new version in the same directory To ensure that SMS can convert the old database to version 3 02 you must install the new version in the directory that contains the old version 1997 Square D All Rights Reserved 25 Bulletin 3080IM9602R11 97 26 During the installation of the upgrade software the old comms mdb database is con verted into two parts PLSystem mdb containing all system setup information in version 3 02 format History mdb an empty history file that will include historical log data from old SMS versions as well as from the new version After SMS installation the old SMS 3000 data remains in the comms mdb file You will use the translation utility to convert it to a new format which will be placed in History mdb for use with the new version of SMS 3000 New historical data is generated according to a schedule you establish See Chapter 6 Working with the SMS Database for instructions on setting this schedule The History mdb file is placed in the same directory as the old comms mdb Notes Always close any open applications before installing SMS To install the server client and database on one computer follow the
11. gt Do you accept all the terms of the preceding license agreement If so click on the Yes push button If you select No Setup will close lt Back No 4 Read the license agreement in the box You are asked whether you agree with the terms of the license agreement Click No if you do not accept the terms of the agree ment the Exit Setup dialog box displays You cannot continue with installation if you click No at this prompt Click Yes to accept the terms of the agreement 5 Type your name company and the serial number which is on a sticker on the back of the software CD jewel case Click Next 38 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation SMS displays the Registration Confirmation dialog box verifying the information you entered on the previous dialog box Registration Confirmation x You have provided the following registration information Name Plant Operations Company Square D Serial Number SMS 3000 3021111 Is this registration information correct 6 Read to ensure that this information is correct Click No to return to the previous dialog box correct the information Click Yes to continue with the installation SMS displays the Setup Options dialog box Setup ptions x Select a setup type r Client Server Your computer will be both client and server Client SL Your computer will be the SMS 3000 client DDE Server Your computer will be the
12. if you do not accept the terms of the agree ment the Exit Setup dialog box displays You cannot continue with installation if you click No at this prompt Click Yes to accept the terms of the agreement SMS displays the Registration dialog box Registration x Please register your product now Name Pant Operations Company Square D Serial us om 3021111 6 Type your name company and the serial number which is on a sticker on the back of the software CD jewel case Click Next 1997 Square D All Rights Reserved 19 Bulletin 3080IM9602R11 97 SMS displays the Registration Confirmation dialog box verifying the information you entered on the previous dialog box Registration Confirmation x You have provided the following registration information Name Plant Operations Company Square D Serial Number SMS 3000 3021111 Is this registration information correct 7 Read to ensure that this information is correct Click No to return to the previous dialog box correct the information Click Yes to continue with the installation SMS displays the Setup Options dialog box Setup ptions x Select a setup type r3 Client Server Your computer will be both client and server Client WE Your computer will be the SMS 3000 client DDE Server Your computer will be the SMS 3000 DDE server Custom ay For advanced users and system administrators only You can customize al
13. server Custom Si For advanced users and system administrators only You can customize all available Setup options lt Back Cancel 7 Click Custom 1997 Square D All Rights Reserved 47 Bulletin 3080IM9602R11 97 SMS displays the SMS 3000 Custom Installation dialog box 8 Select the components that you want to include The following table describes each component 2 gt 5 HERE Custom Installation Components z Component Description S a a SMS 3000 Client The client application that connects to a server X X SMS 3000 DDE Server DDE Server x x SMS 3000 Server Files POWERLOGIC network server x SY LINK Driver Microsoft Windows NT and Windows 95 driver for SY LINK cards x ACCESS Database MS Access database used for client server data and setup information X x ODBC Files and DAO Open database connectivity mandatory for client server or database x X Although the database only requires the three last components you might want to consider adding the DDE server to the database PC It can share data with other applications on the same PC 9 Click the components that correspond with the type of installation you want 10 For the components that you selected make sure you properly configure server and database locations 11 After installation is complete you must restart your computer Note When you see the message Press spacebar now to invoke ha
14. substantially reduced SMS defaults to the Microsoft Access database for the history database but you can now use other ODBC databases as the history database For complete instructions on using the new SMS database see Chapter 6 Working with the SMS Database 1997 Square D All Rights Reserved 1 Bulletin 3080IM9602R11 97 What You Should Know Before You Begin This bulletin assumes that you know how to use Microsoft Windows NT and are familiar with Windows terminology If you need help using Windows NT refer to the Microsoft Windows NT documentation that you received with your software In particular before you install SMS 3000 you must consider these issues e Install Windows NT on the machine that will run the POWERLOGIC network server Then install Windows NT or Windows 95 on any machine that will run additional clients Note Do not install Windows NT or Windows 95 in any directory that already contains any version of Windows If you do so you may be unable to install SMS e Establish a functional LAN with NT user accounts and network access permission Perform this step before installing SMS 3000 You must be an administrator on the machine where you install SMS 1 Network Access Permission Each PC user who will connect to the POWERLOGIC network server must first have access rights set up at the PC that will be accessed that is the POWERLOGIC network server PC or database PC Access the setup through Windows N
15. to restore missing files Reinstall and settings Remove All Remove all previously installed components Exit Setup Click Exit Setup In response to the Are you sure prompt click OK In response to the prompt telling you that the File Services setup was interrupted click OK Your original installation of File Services has not been deleted 5 SMS displays a message telling you that SMS 3000 Setup is finished copying files reminding you to upgrade all instances of SMS client server and interactive graphics software products to the new version telling you to use the Translation Utility to convert previous SMS historical information for instructions see Using the Translation Utility later in this chapter Setup is complete Before you can run SMS 3000 you must restart your computer To restart click Yes then click Finish Note When you see the message Press spacebar now to invoke hardware profile last known good menu do not press the spacebar If you do you will reset the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Custom Installation Use the custom installation procedure to install SMS 3000 to meet your unique needs For example if you want to install your database on a PC that is separate from the
16. to the ethernet local area network After the POWERLOGIC Ethernet Gateway protocol drivers are installed they will be available as standard connection type in the SMS PC Interface dialog box SY LINK Board The SY LINK board is a circuit board that mounts in a long expansion slot of a personal computer The computer must have an AT bus structure and a spare long expansion slot The SY LINK board manages SY MAX or SY NET network communication For detailed instructions on installing the SY LINK board in your computer refer to the SY LINK instruction bulletin that came with your SY LINK board The SY LINK board memory addresses can be configured during the install or added later through the SMS configuration utility Each of these configuration methods requires that the NT user has administrator privileges Multiple SY LINK boards can be used at the same time having multiple SY LINK boards will improve system performance due to the multi tasking capabilities of SMS Note The SY LINK board has a DIP switch that sets the memory address range The default switch setting is CA00 In most cases this address setting is acceptable On rare occasions this address range may conflict with the address range assigned to the video card or other system component in your computer If this happens you will need to change the address setting on the SY LINK board Refer to the SY LINK instruction bulletin for instructions on changing the address swi
17. x gt X lt gt gt gt gt x gt x gt x OK gt x OK gt lt gt lt gt lt gt X lt gt lt X lt X lt gt lt gt gt gt lt gt lt gt lt gt lt gt x X lt X lt gt lt gt lt gt lt gt lt gt lt gt lt gt lt gt x X lt X lt 60 1997 Square D All Rights Reserved Chapter 5 Working with User Accounts 2 Click Add SMS displays the New User dialog box New User s User Name J Password J o o O Cancel Confirm Password V Level 10 5MS User gt Help 3 Enter the information in the following table New User Table At this field Do this User Name Type a unique user name using no spaces Password Type the password that this user must enter when logging onto the system or acknowledging an active alarm This field is optional Confirm Password Retype the password for verification Level Click the level of access that this user will have the table on the previous page lists user levels and the access given to each The default is 10 SMS User 4 Click OK SMS displays the User Accounts dialog box with the new user added to that list Click OK to add the users and to return to return to the SMS main window If you click Cancel instead of OK none of the entries will be saved Changing User Accounts 1 In the User Accounts dialog box click the user whose access you want to change Click Conf
18. you receive the following benefits notice of software product upgrades 6 months free technical phone support See Technical Support later in this chapter e information on POWERLOGIC products e information on POWERLOGIC training schools free subscription to POWERLOGIC Solutions newsletter Software Version Support Agreement An optional software agreement is available If you choose to purchase this agreement you will receive at no additional cost all updates and upgrades that are released during the agreement period For information contact your Square D field sales office or your Groupe Schneider sales representative Overview System Manager Software 3000 SMS 3000 is compatible with existing circuit monitors power meters product interfaces for MICROLOGIC circuit breakers LIFEGARD Model 85 transformer temperature controllers and SY MAX programmable logic controllers PLCs The following table lists the features that SMS supports by device R 2 gle z Zi S E gt EI Device a IS gi 2 S 5 3 gt eS E gt iS fe E SIB S me s S a IEA amp SE l a e Circuit Monitor X x X X X X x Power Meter X X X X X MICROLOGIC Circuit Breaker X X X X Model 85 Trnsfrmr Temp Cntrl X X X SY MAX PLC X X x x Digitrip 810D Trip Unit x x x x Digital Relay x X X X POWERLINK AS Panelboard X X X X POWERLOGIC Compatible X X X X 6 1997 Squ
19. 1 Online help 8 Open database connectivity ODBC 1 Optical communications OCI interface 10 Optical communications interface OCI 73 P PC requirements 3 PLSystem mdb system database 13 26 66 68 70 PowerLogic Ethernet Gateway 9 18 25 48 R Readme file 5 Registration software 6 Reinstalling SMS 48 Restoring the database 28 Rollover files historical data 63 70 troubleshooting problems 72 RS 232 serial connections 10 73 s Screen savers how they affect SMS 2 Security keys 11 no keyfound 11 Serial connections 10 73 Server description 12 Sharing a drive 2 SMS configuration utility removing the shortcut 17 SMS 3000 historical data files 54 reinstalling 48 startup 25 35 uninstalling 49 SMS 770 historical data files 56 system files 51 SMSBKP database backup 49 Software registration 6 Software serial number 11 Software version support agreement 6 Space requirements waveform 66 Startup SMS system 25 35 1997 Square D All Rights Reserved SY LINK board 9 DIP switch setting 9 23 System architecture 12 System requirements 3 4 14 System setup data deleting 68 managing multiple databases 72 T Tasking priorities setting 22 27 TCP IP protocol 16 testing 3 Technical support 8 22 34 41 45 Translation utility 26 49 batch translations 55 removing the shortcut 17 time and space requirements 50 U Uninstalling previous SMS 3000 versions 30 Uninstalling SMS 49 Us
20. 1 From Septemb er 1 October 1 Second August 1 From August 1 August 31 Third July 1 From July 1 July 31 Fourth June 1 From June 1 June 30 Note that with each successive batch the default for the ending date changes to reflect the first date that includes translated data for the second batch this would be September 1 You must convert all older data before collecting new data with version 3 02 1997 Square D All Rights Reserved 55 Bulletin 3080IM9602R11 97 e Click Translate SMS displays a message telling you that the translation could take several minutes To estimate how long it will take to translate your data see the table Time and Space Requirements for Translation at the beginning of this chapter Click No to exit without translating the SMS 3000 historical files Click Yes to continue with the translation When you click Yes SMS translates the files from the date range you specified The translated files are placed in the directory that contains PLSystem mdb When translation is complete SMS displays a message telling you how long it took Click OK SMS displays the prompt Do you have SMS 770 historical data to translate To select another batch to translate click No to return to the Historical Data Transla tion Utility dialog box Click Guided Translation Repeat the process to translate the data eh 3 Translating SMS 770 Historical Data Notes Before you translate SMS 770 historical data you mu
21. 9 Ensuring Correct Client Registration I 29 ER le Te EE 35 Upgrade Installation Client a 35 Newil stallation DDE Serv ruxu u u L et deeg sae 37 Upgrade Installation DDE Server a 43 Custom Installation q a luu snn muu edie AE nee tie 45 EthernetsGate way Guyu u Cau EES ua aga sade Ea eege 48 Reinstalling SMS uu n a ua S S asua ee MM h aaa ee a E 48 lie le E OH 49 Running the Translation Utility U u a 49 ThreeS eenarieS uuu yu u u u uu ad te aan Ee eh eeh Ne Eege 50 Converting Version 3 0 or 3 01 System Data 50 The Translation Procedure cinu eer AEE E ET aE N a A EEA 51 Interactive Graphics Add On Module GFX 1000 57 Whiere to Netgen a Gn qaqan ty diese eat Sag Quya E es 58 Chapter 5 Working with User Accounts J U u u u u 59 Adding User Accounts u a aS iaeiaiai Eaa A Paa A EN A EEA 59 Changing User ACCOUNTS wai nc m a qu i ua SO ayauya a Aea ka aa aa 61 Deleting User Le CN 62 Chapter 6 Working with the SMS Database l u u u 63 Organization of the SMS Database n 63 Fl w SMS Rolls Historical Files u naaa anaa aaa aaa aaa aaa aar aian 63 Hard Disk Memory Allocation I I u uu 65 Hard Disk Usage Formulas uuu a A
22. 97 Square D All Rights Reserved Installation Types k Chapter 4 SMS 3000 Installation The following paragraphs discuss the three types of installations that can be performed They are Server and Client Server Sg Server E DDE Server Database Server Client 1997 e Client Server server client database and DDE are installed at the same time Accepting the default they all reside on the same PC This installation is used when you install SMS on one computer only or when you install the server with the first of multiple clients Client the server and client s reside on different computers you are installing a client and DDE Use this installation to install SMS on multiple computers when you want client access in different locations of the installation site DDE Server the POWERLOGIC network server and DDE server reside on different computers you are installing the DDE server With each client you receive a separate DDE server which can be installed with the client or on a separate PC however keep in mind that a Microsoft NT Workstation limits you to ten separate connections Use this installation when you want to run the DDE server on a dedicated PC or on the same PC with another client In this installation the POWERLOG
23. A ad ane ai Oe 66 Waveform storage disk requirements U 66 Working with System Setup Data n 66 Establishing Log ReStrictions sorces eya paie e A Nea EAEE AA TEENA 67 Managing the Size of System Setup Data PLSystem mdb Database 68 Deleting Setup Data aa u s ua aaia eaat ais ves iaaa dea iaiia aea iaaa a a anida aeiia 68 Purging the Alarm and Event Loge I u uu uuu 68 Backing Up Compacting the System Setup Database ssssnnnssneenrnnneerernnnnnsterrn nnns ennnen 68 Managing the Size of the Historical Database a 69 Setting Up an Automatic Historical Database 69 Setting Up a Manual Historical Database a 71 Managing Multiple System Setup Databases I 72 Deleting Historical Data cccceccceeccccceeeeeeceeeeeeeeeceeeeeseeeeeeeeaaeeeeeeeeaaeeesnaeseseessenaeeeeessenseeeeenenaas 72 Troubleshooting Rollover Problems U u uu 72 Appendix A RS 232 Connections U U u uuu u 73 Inge u eege 75 1997 Square D All Rights Reserved Chapter 1 Before You Begin Chapter 1 Before You Begin System Manager 3000 Software SMS 3000 is a client server application that runs on the Microsoft Windows NT operating system The server portion of SMS 3000 is called the POWERLOGIC network server The client portion can run on either Windows 95 or Win
24. Add Click Next You must repeat this procedure for every SY LINK interface board that is installed If you do not have a SY LINK card in your PC if you are using the serial port or Ethernet Gateway just click Next A message displays telling you that File Services will be set up on this computer You will use File Services to view and print system information such as device configuration See Appendix A in the SMS 3000 User s Guide for instructions in using File Services Click OK to begin the procedure If File Services is not already set up on this computer the setup procedure runs automatically When setup is complete acknowledge the message by clicking OK 1997 Square D All Rights Reserved 23 Bulletin 3080IM9602R11 97 24 Note After File Services File Services has been correctly installed the following dialog box could display You must click Restart Windows not Exit Setup Continue with step 19 Square D File Services Restart Windows x A You need to restart Windows to complete the installation Before you restart close any open applications including MS DOS sessions and save all current documents Remove any floppy disks still inserted in a disk drive Then click the Restart Windows button If you choose to restart the screen may go blank or flicker Please be patient while Setup restarts your machine After restarting your machine Setup will be complete Exit Setup If File Services
25. D All Rights Reserved Chapter 4 SMS 3000 Installation Use the emergency repair disk utility rdisk to protect Windows configuration informa tion on your hard disk do not use rdisk to make SMS backups With rdisk you copy to diskette the following configuration information Windows NT system files system configuration and startup environment variables If this configuration information becomes damaged you can use the floppy to restore it to your hard drive It is a good idea to run rdisk after you install any application To run rdisk access it at c Winnt40 system32 rdisk exe Use the Create Repair Disk option to create the repair disk If you need to restore information to your hard disk use the Update Repair Info option Installation Checklist To ensure that you successfully install SMS 3000 and that all features run properly follow this checklist Before Installation Network adapters are installed with protocols Operating system is installed Communication network LAN is functional NT user accounts and permissions are assigned Network drives and database shares are assigned After Installation SMS 3000 is installed including the POWERLOGIC network server and client s The POWERLOGIC network server and clients are started Under Control gt Diagnostics gt Connected Clients verify that all users are connected Assign user accounts giving SMS user names and passwords that are different from those used in
26. Data displays the first date for which there is already historical data that is correctly formatted Choose a starting date that is appropriate for the amount of data you have to translate If you have several months of data to trans late you might want to translate the data in batches If translating in batches you must translate data in reverse chronological order entering the most recent data first See Batch Translation Example earlier in this section d Select the rollover option you will use This option sets the file size for the older history data to be stored into databases Note SMS 770 log files were stored in a proprietary format they now will be in open database format which means they will expand up to 1 1 2 times e Click Translate SMS displays a message telling you how long the translation will take Click Yes to continue with the translation or click No to exit without translating the SMS 770 historical files When you click Yes SMS translates the files from the date range you specified The translated files are placed in the directory that contains PLSystem mdb SMS displays the Historical Data Translation Utility dialog box again f Select another batch of historical files to translate or click Quit to exit the utility Interactive Graphics Add On Module GFX 1000 You can add GFX 1000 to a PC on which any other SMS application is installed including the POWERLOGIC network server When added with another SMS
27. IC network server will send requested information to the DDE server The DDE server can in turn serve it to an application installed on the same PC such as Microsoft Excel Custom a special installation used to install individual system components Caution This installation type is for advanced use only Square D All Rights Reserved 15 Bulletin 3080IM9602R11 97 NT Requirements Before you attempt to install the SMS software be sure the following have been done These points are also covered in What You Should Know Before You Begin in chapter 1 1 N Dap O and in detail in the Microsoft Windows NT documentation Physically install the hardware adapters Install ethernet adapters modems and SY LINK boards first Install Windows NT including network protocols such as TCP IP or NetBEUI The hardware network adapters must be installed inside the PC for the protocols to be bound to the adapters Install Windows NT on the PC that will be a server for SMS 3000 Install Windows NT or Windows 95 on all client PCs Establish the NT administrator user access used for installation only Share the drives of each PC that will be a server or database Plan ahead to know the PC and device names you will use a Close all applications that are running on the PC including Microsoft Office and the Office toolbar before you begin the SMS installation b Install SMS see the appropriate installation section
28. If File Services is not already set up on this computer the setup procedure runs automatically When setup is complete acknowledge the message by clicking OK 1997 Square D All Rights Reserved 41 Bulletin 3080IM9602R11 97 42 Note After File Services File Services has been correctly installed the following dialog box could display You must click Restart Windows not Exit Setup Continue with step 13 Square D File Services Restart Windows x A You need to restart Windows to complete the installation Before you restart close any open applications including MS DOS sessions and save all current documents Remove any floppy disks still inserted in a disk drive Then click the Restart Windows button If you choose to restart the screen may go blank or flicker Please be patient while Setup restarts your machine After restarting your machine Setup will be complete Exit Setup If File Services is already set up on this computer the setup process begins but is replaced by the File Services Setup dialog box Square D File Services Setup x Welcome to the Square D File Services installation maintenance program This program lets you make changes to the current installation Click one of the following options Add new components or remove installed components from the current installation d Repeat the last installation to restore missing files Reinstall and settings Remove All
29. S you need to give them names that will be meaningful to system users For example it would be more useful to name PCs by their locations PC Plant Mgr PC Accounting than by a number or type The same is true of circuit monitors or any other device that appears many times in your system Logical Groups Because you will be able to gather information by device groups names that tie that device to its group for example mains feeders paint line warehouse will make displays and reports easier to follow System Schematic To design the best system for your needs a system schematic drawn in advance will help you make the best choices and avoid later system difficulties For additional information about designing your system refer to the Power Monitoring and Control System Planning Guide order no 3000CT9601 U S only if you need help planning your installation call the Engineering Services Group at 615 287 3400 This group provides technical help from planning the installation to providing a complete turnkey system Network Security Administrator Privileges The installation program will write to the Windows NT registry provided the user who installs the software has NT administrator rights When the software is installed and if SY LINK is installed the SY LINK driver becomes an automatic device driver in the NT registry After the program is installed NT administrator privileges are no longer required 14 19
30. SYSTEM ADMINISTRATOR S GUIDE System Manager Client Server Version 3 02 Square D POWERLOGIC POWERLINK MICROLOGIC LIFE GARD and D are Registered Trademarks of Square D Company System Manager is a Trademark of Square D Company Other names are trademarks or service marks of their respective companies 1997 Square D Company all rights reserved This bulletin may not be copied in whole or in part or transferred to any other media without the written permission of Square D Company Contents Contents Chapter 1 Before You Begin J u u u uu u u uuu 1 WAIS NEW LS G ulus anu dee EA LEET dee ee astuta GEET Eege Deeg 1 What You Should Know Before You Begin a 2 System e EEN 3 Historical Logging and Hard Disk Requirements AAA 3 Additional Hardware Requirements U u u u 4 Start With the SMS Info txt File _ L a 5 Chapter 2 Introduction to SMS U u uuu u u u u u 6 Register Your Software NOW aulas aaa a aea sa aaa als aana sakhaaqhaslsacafayisahiaaptusae 6 Software Version Support Agreement 6 APN CI VIGW is aasan sk pa masmay uu A wA aypa tt al Stade alka ma eege atten u Zes Cues 6 Instruction Materials s u u A an E E kum Saku Ee EE EE Ee EEN 7 Notational CONVENTIONS unuy uuu kusqui ere aea araa aa aA araa A EEES EES E Ed 7 Add On Mee EE 8 Online Ee RE EE 8 Ee une IR e 8 Chapter 3 The PC Communi
31. T Administrative Tools gt User Manager The user will be assigned to at least one NT Group Make sure that one of these groups has been assigned the privilege to access the PC over the network For more information on establishing access permission see the Microsoft Win dows NT documentation 2 Network Drive Shares When the system and historical databases are installed during SMS 3000 installation the default directory location is c SMS 3000 Data base You can change the location placing the database anywhere within your network but wherever it is located you must share the database directory at the PC in which it resides To do this select c SMS 3000 Database from the File Manager then select Disk gt Share As Give the directory a share name and assign permission for any group s or individuals within groups You must perform this procedure before you complete the SMS client installation 3 Connecting Network Drives You must be able to connect to the SMS PLSystem mdb database from the client PC This means that one drive on the client PC must be mapped to the database directory To do this select File Manager gt Disk gt Connect Network Drive then select the name of the PC at which the database is installed and the share name given to the database share names are discussed in the next paragraph You must perform this procedure before you start the SMS client installation e Screen savers other than blank use up lar
32. aded SMS 3000 from version 3 0 or version 3 01 to version 3 02 You are translating version 3 0 or version 3 01 historical data Version 3 0 or version 3 01 had only one database named comms mdb installed on the server PC it contained all system and historical data e SMS 770 to v 3 02 You have upgraded SMS 770 to SMS 3000 version 3 02 During translation you will first translate the SMS 770 system files then you will translate SMS 770 historical data e SMS 700 to v 3 0 3 01 to v 3 02 You had previously upgraded SMS 770 to SMS 3000 version 3 0 or version 3 01 Your SMS 770 system files were translated into version 3 0 or version 3 01 You have also upgraded SMS 3000 to version 3 02 You are translating version 3 0 or version 3 01 historical data Version 3 0 or version 3 01 had only one database named comms mdb installed on the server PC it contained all system and historical data You may have both SMS 770 and version 3 01 historical data to translate 50 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Converting Version 3 0 or 3 01 System Data If you have installed a previous version of SMS 3000 version 3 0 or 3 01 the system data in the comms mdb file must be converted to the new format before you can run the translation SMS converts this data automatically during installation Comms mdb is automatically converted into two files e PLSystem mdb which will contain all setup information and the ala
33. ant Operations Square D SMS 3000 3021111 Target Location CASMS 3000 Program Folder lt Back Cancel 9 Scroll through the settings to verify that the setup information is correct for your installation To change any settings click Back to display the dialog box with the incorrect data After correcting the data repeat the information you entered in the remaining steps 10 When the settings are correct click Next SMS displays the setup window while installation is in progress When installation is complete the SMS 3000 folder is created Note To stop the installation process click Cancel The Exit Setup dialog box displays Click Resume to continue the installation Or click Exit Setup to cancel the installation When you are ready to resume the installation you must start with step 1 When installation is complete the SMS 3000 Configuration dialog box displays Click Next to accept the POWERLOGIC network server configuration on your machine If your machine is not the server 1 select the remote server 2 Then select a system database located on the server 1 Select the POWERLOGIC Network Server r 2 Select the PowerLogic system setup database CY Browse IT i ADMINISTRATOR Advanced ODBC Data Source Administrator CONTROLLER PAINTLINE SHIPPING WORKGROUP1 WORKGROUP 2 11 In the Select the POWERLOGIC Network Server box select or typ
34. are D All Rights Reserved Chapter 2 Introduction to SMS Overview cont U S only For help in integrating other devices into SMS contact POWERLOGIC Engineering Services at 615 287 3400 This group can also help you integrate other monitoring systems and network products into SMS Instruction Materials There are two bulletins included in this package e SMS 3000 System Administrator s Guide which covers system setup installation security and other topics that the system administrator usually oversees e SMS 3000 User s Manual which describes most of the functions of the SMS features These bulletins provide all of the information you will need to operate SMS 3000 You can read them in their entirety or use them as reference To locate information on a specific topic refer to the table of contents or the index In addition there is a complete copy of each bulletin in a pdf format on the software CD To view these manuals open the file named 302ug pdf for the user s guide or 302ag pdf for the System Administrator s Guide These files are in the DOCS subdirectory on the CD Notational Conventions This bulletin uses the following notational conventions Bullets Bulleted lists like this one provide information but not procedural steps Multiple Step Procedures Each procedure is presented as a numbered list of steps Angle brackets gt Angle brackets are used to denote a sub menu for a command i
35. ative Ask for part number CM 2000U 1997 Square D All Rights Reserved Chapter 1 Before You Begin Modems All devices in a network daisychain must use the same word length If you use serial communications we recommend that you use a modem that supports an 11 bit word length 1 start bit 8 data bits 1 stop bit and 1 parity bit All POWERLOGIC moni toring devices support 11 bit word length In some cases you could use a modem that supports a 10 bit word length The Series 2000 Circuit Monitor and power meter both use 11 bit or 10 bit word length If you want to use a 10 bit modem call the Technical Support Center at 615 287 3400 Note Precede this number with your country code if you are outside of the United States Start With the SMS Info txt File Read the SMS INFO TXT file included on the program CD before you install SMS You can open this readme file using any program capable of reading a standard ASCII text file such as the Notepad program included with Windows This file contains important last minute information not included in this instruction bulletin 1997 Square D All Rights Reserved 5 Bulletin 3080IM9602R11 97 Chapter 2 Introduction to SMS Register Your Software Now After installing your software fill out the registration card that was included in your installation package send it in today Or just print out the faxme text file located in the SMS 3000 folder When you register your software
36. b 13 26 69 system setup PLSystem mdb 13 26 63 Device compatibility 6 DIP switch setting SY LINK board 9 Disk space used by waveforms 66 DOS PING command 3 Index E Emergency repair disk utility 17 48 Engineering Services Group 3 7 14 Ethernet gateway POWERLOGIC 9 16 25 48 Event log purging 68 F FIFO first in first out 67 File services installing 23 27 34 36 41 43 Firmware circuit monitor 4 Floppy diskettes for SMS installation 18 26 29 35 37 43 G GFX 1000 8 57 H Hard disk formulas 66 memory allocation 63 65 Hard disk requirements 3 Hardware issues 14 Hardware security keys 11 Help system 8 Historical data deleting 72 Historical database automatic 69 manual 71 History mdb historical database 13 26 63 1997 Square D All Rights Reserved Bulletin 3080IM9602R1 1 97 Info txt file readme 5 Installation client new 29 client upgrade 35 custom 45 DDE server new 37 DDE server upgrade 43 floppy diskette 18 26 29 35 37 43 server and client new 18 server and client upgrade 25 Installation checklist 17 Installation types 15 Interactive graphics add on GFX 57 Interactive graphics module GFX 1000 8 L Log restrictions alarm log 67 establishing 67 event log 67 Logs alarm and event purging 68 Microsoft Access database 1 63 Modems 5 Multiple system setup databases 72 N Network access setting up permission 2 Notational conventions 7 O ODBC
37. base directory The default location is c temp SMSBKP but you can change this location You can use SMSBKP after you install again to restore all of your database informa tion such as device setups user access and logging information Running the Translation Utility You ll use the translation utility to convert translate old data into a format that can be used by the new version of SMS 3000 You will translate data from the following sources e From SMS 770 including EXP 500 550 SMS 700 770 you can translate system setup information and historical data e From SMS 3000 you can translate historical data the SMS upgrade installation automatically converts the system setup information The translation procedure breaks down log data into small data files organized within date ranges that you define during translation Because the process of translating historical data can be rather lengthy you may want to consider translating the SMS 3000 historical data in batches This is described in detail in the instructions that follow Note Data beyond tomorrow will not be translated If you try to run the translation utility with data that has a future date such as year 2000 data the translation time will be much longer than estimated in the table on the next page To avoid this problem delete the data e shut down SMS and the POWERLOGIC network server open the database in Access open the table LOG_SAMPLES fin
38. base system 1 Copy PLSystem mdb somewhere renaming it if desired PLSystem mdb is normally 2 3 MB if there would be little benefit in compacting skip the remaining steps 1997 Square D All Rights Reserved Chapter 6 Working with the SMS Database 2 With SMS running acknowledge alarms purge the Event and Alarm logs Shut down SMS and the POWERLOGIC network server Start the SMS Configuration utility GMS 3000 gt Bin gt Cfg3000 Click the Database tab click Configure then click Compact At the Database to Compact From dialog box select PLSystem mdb Click OK N ON OF VG Q At the Database to Compact To dialog box select PLSystem mdb again compacting into itself Click OK 8 At the prompt verify that you want to copy from and to PLSystem mdb 9 Go online again If you experience no problems getting back online overwrite the backup copy you made in step 1 When a backup PLSystem database is restored for service the file seed mdb must be in the directory Managing the Size of the Historical Database Managing the size of the historical database involves several procedures e database setup e moving historical data to archive files copying compressing or deleting old archive files You do not need to go offline or stop the POWERLOGIC network server Setting Up an Automatic Historical Database Follow these steps to establish the database system and to determine the rate at whic
39. cations Interface u 9 POWERLOGIC Ethernet Gateway l a 9 SY PING BOAR ia gs m oh tac Yau Siete EE ee 9 RS 232 Serial G OnrnmectiSS EE 10 Chapter 4 SMS 3000 Installation U U u u u u u u u u 11 S cuirity Keys u u i nm Qa a ita Qua kal Qua aa a 11 No KEY FONG DEET 11 Planning the Installation eos E EA E AEEA E 11 System Afehitect re sis a a ei m ua Ai aie uu kasa a ui at ei er a 12 HR 12 HAET a EEEE EE ET EAE E AE EEEE E AE AAT E 12 The Dalea S A A ERSA 13 Flardware ISSUGS lt 2 y u a a e hisa abies i aka Mic Siete el Siete E EEE 14 Network Security Administrator Privileges 14 Installation Typos een uu Su dE Ee Eege Deeg deed ed Ed gen EEEa REE ed S Edge 15 KR TC 16 System Backup and Making an Emergency Repair Disk sseeessessesrsssrrsssessrsrsrnnsrinssrinssrrssrns 16 Installation CHECKS tess ices nm mu a S musu EES 17 New Installation Client Serve a n nssssssssaasaas 18 Ethernet Gateway EE 25 SMS 3000 Startups n tum u amu Maa Gua ate tee sayay tin masa G n dad tas 25 Upgrade Installation Client Server na 25 Restoring the Data FIOS u uu a uuu Saa aaa deeg hd EEE E deE AER dEr d et 28 1997 Square D All Rights Reserved Bulletin 3080IM9602R11 97 New Installations lebt Zuse Net erdeelt d dE 2
40. cense agreement in the box You are asked whether you agree with the terms of the license agreement Click No if you do not accept the terms of the agree ment the Exit Setup dialog box displays You cannot continue with installation if you click No at this prompt Click Yes to accept the terms of the agreement SMS displays the Registration dialog box Please register your product now Name Plant Operations Company SuaeD sis Serial us om 3021111 5 Type your name company and the serial number which is on a sticker on the back of the software CD jewel case Click Next 46 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation SMS displays the Registration Confirmation dialog box verifying the information you entered on the previous dialog box Registration Confirmation x You have provided the following registration information Name Plant Operations Company Square D Serial Number SMS 3000 3021111 Is this registration information correct 6 Read to ensure that this information is correct Click No to return to the previous dialog box correct the information Click Yes to continue with the installation SMS displays the Setup Options dialog box Setup ptions x Select a setup type r Client Server Your computer will be both client and server Client SL Your computer will be the SMS 3000 client DDE Server Your computer will be the SMS 3000 DDE
41. ces is not already set up on this computer the setup procedure runs automatically When setup is complete acknowledge the message by clicking OK Note After File Services File Services has been correctly installed the following dialog box could display You must click Restart Windows not Exit Setup Continue with step 7 Square D File Services Restart Windows x A You need to restart Windows to complete the installation Before you restart close any open applications including MS DOS sessions and save all current documents Remove any floppy disks still inserted in a disk drive Then click the Restart Windows button If you choose to restart the screen may go blank or flicker Please be patient while Setup restarts your machine After restarting your machine Setup will be complete Exit Setup 1997 Square D All Rights Reserved 27 Bulletin 3080IM9602R11 97 28 If File Services is already set up on this computer the setup process begins but is replaced by the File Services Setup dialog box Square D File Services Setup x Welcome to the Square D File Services installation maintenance program This program lets you make changes to the current installation Click one of the following options Add new components or remove installed components from the current installation Repeat the last installation to restore missing files Reinstall and settings EE Remove all previously installe
42. click OK Your original installation of File Services has not been deleted 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation 13 SMS displays a message telling you that SMS 3000 Setup is finished copying files e reminding you to upgrade all instances of SMS client server and interactive graphics software products to the new version telling you to use the Translation Utility to convert previous SMS historical information for instructions see Using the Translation Utility later in this chapter Setup is complete Before you can run SMS 3000 you must restart your computer To restart click Yes then click Finish Note When you see the message Press spacebar now to invoke hardware profile last known good menu do not press the spacebar If you do you will reset the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS SMS Startup Complete startup instructions are listed in SMS 3000 Startup at the end of the section New Installation Client Server Upgrade Installation Client Use this procedure to install an upgrade to a previous version of SMS 3000 client software Note Always close any open applications before installing SMS Checklist Follow this checklist in the order listed to ensure a correct upgrade Upgrade the POWERLOGIC network server Translate h
43. creates one history file named History In Week 2 History is rolled over and is renamed Previous Anew History file is created for Week 2 1997 Square D All Rights Reserved 63 Bulletin 3080IM9602R11 97 In Week 3 Previous Week 1 data is rolled over to PLSYSTEM_MMDDYYYY_MMDDYYYY mdb an archive file that contains one week of data beginning midnight Sunday History from Week 2 rolls over to become Previous A new History file is created for Week 3 In Week 4 the PLSYSTEM_MMDDYYYY_MMDDYYYY mdb file from Week 1 is unchanged a new PLSYSTEM_MMDDYYYY_MMDDYYYY mdb file is created for Week 2 data The Week 3 History file becomes Previous A new History file is created for Week 4 The following diagram illustrates this process The table below illustrates how history data is archived over a four week period beginning January 4 1998 The default location for all history files is SMS 3000 gt Database Week 1 the first history log file History is created Week 2 anew History file is created History week 1 data rolls over to become a new file Previous Week 3 anew History file is created The History file from week 2 rolls over to become a new Previous file The Previous file from week 2 rolls over to become the archived file PLSYSTEM_01041998_01101998 mdb Week 4 a new History file is created The History file from week 3 rolls over to become a new Previous file The Previous file from week 3 rolls over
44. d and delete all instances of future data 1997 Square D All Rights Reserved 49 Bulletin 3080IM9602R11 97 Use the following table to estimate the amount of time and space required to perform a translation Time and Space Requirements for Translation Translation Time Required Drive Space Required System Files History Logs New History Log Files SMS 770 From lt 1 minute to Upgrade to several minutes 2 minutes MB 3 5 times the sum of the SMS 3000 depending on the number or faster SMS 770 file sizes v 3 02 of devices in the system SMS 3000 Possibly gt 10 minutes if 2 minutes MB 2 3 times the file size of the v 3 0 3 01 Upgrade comms mdb is gt 250 MB or faster SMS 3000 v 3 0 3 01 comms mab If you select the daily rollover option the translation time will be 4 5 times longer and the process will create 7 times the number of databases that would b e created in a weekly rollover Although the final size is 2 3 times the comms mdb during translation you need to have available approximately 3 times the size of the comms mdb Three Scenarios The translation utility supports three scenarios described in the following paragraphs If your SMS system does not fit into one of these scenarios please contact Technical Support for help in running the translation utility See chapter 2 for instructions on contacting Technical Support The three scenarios are v 3 0 3 01 to v 3 02 You have upgr
45. d components Exit Setup Click Exit Setup In response to the Are you sure prompt click OK In response to the prompt telling you that the File Services setup was interrupted click OK Your original installation of File Services has not been deleted 7 SMS displays a message telling you that SMS 3000 Setup is finished copying files reminding you to upgrade all instances of SMS client server and interactive graphics software products to the new version telling you to use the Translation Utility to convert previous SMS historical information for instructions see Using the Translation Utility later in this chapter Setup is complete Before you can run SMS 3000 you must restart your computer To restart click Yes then click Finish Note When you see the message Press spacebar now to invoke hardware profile last known good menu do not press the spacebar If you do you will reset the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS Restoring the Data Files If you backed up a previous database before installation you need to restore the data to the current database location To do this locate the temporary file in which the backed up files are stored c temp PLSystembkp mdb or whatever file you changed it to Rename this file PLSystem mdb and drag it to the database directory wh
46. does not require a key but a software serial number must be entered at installation The serial number is printed on a sticker on the back of the software CD jewel case Once installed a client does not need to use a unique serial number to connect but the POWERLOGIC server will not let more clients log on than are specified by the installation SMS 3000 allows one connection for a client and one connection for DDE per unique serial number per each client purchased If two client packages are installed you can connect two concurrent clients and two concurrent DDE servers DDE does not have to be on the same PC as the server or any other client See the Client Installation section in chapter 4 for the complete client installation procedure To install the security key complete the following steps 1 If a cable is plugged into the LPT1 port unplug it 2 Plug the male end of the security key into the LPT1 port server installation only To ensure that it will be recognized the software key must be behind any other keys 3 Using a small screwdriver tighten the screws on the sides of the key 4 If you unplugged a cable from the LPT1 port in step 1 plug it into the security key If the key is not plugged in SMS displays the message No key found No Key Found If you attempt to run the program and the security key is not installed SMS displays the message No key found in the active alarms list If this message appears e
47. dows NT Additional client software SMS 1000 can be purchased to run on separate PCs thus expanding the capabilities of the SMS system SMS 3000 is a versatile power monitoring and control system that can support over 1 000 devices Some of its other features are unlimited unique user accounts predefined and customizable real time and historical data displays logging and trending user selectable quantities multilevel network alarming with task execution easy display of our patented waveform capture interactive graphic screen development What s New Since the first release of SMS 3000 we have also released the following standalone products SMS 1500 PMX 1500 and SMS 121 These products do not support network clients but in all other functionality are like SMS 3000 client products SMS 1000 PMX 1000 and GFX 1000 These products connect to SMS 3000 In addition to being a SMS 3000 client GFX 1000 can be used as an add on to any standalone product or to the SMS 1000 client enhancements to the run time performance of the entire SMS 3000 product family modifications to the historical data collection and storage system Log databases are now automatically split into smaller databases determined by a user defined rollover period These new files can be easily backed up removed or restored using Windows Explorer or File Manager difficult to use archiving tools are no longer required Hard drive memory usage is also
48. e Installation Client Server later in this chapter Notes Always close any open applications before installing SMS To install the server client DDE and database on one computer follow these steps 1 Insert the CD into the CD ROM drive of the computer that is to be server client Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 2 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe SMS temporarily displays a message telling you that an SMS Wizard is being retrieved to help with the installation 3 SMS displays the System Manager Software information dialog box Welcome to POWERLOGIC System Manager Software setup program x Welcome to the System Manager Software Setup program This program will install System Manager Software on your computer It is strongly recommended that you exit all Windows programs before running this Setup program Click Cancel to quit Setup and then close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties
49. e any of settings click Back If you are satisfied with the settings click Next to begin copying files Current Settings Plant Operations Square D SMS 3000 3021111 Target Location C ASMS 3000 Program Folder 10 Scroll through the settings to verify that the setup information is correct for your installation To change any settings click Back to display the dialog box with the incorrect data After correcting the data repeat the information you entered in the remaining steps When the settings are correct click Next 40 1997 Square D All Rights Reserved 11 12 Chapter 4 SMS 3000 Installation SMS displays the setup window while installation is in progress When installation is complete the SMS 3000 folder is created Note To stop the installation process click Cancel The Exit Setup dialog box displays Click Resume to continue the installation Or click Exit Setup to cancel the installation When you are ready to resume the installation you must start with step 1 When installation is complete the SMS 3000 Configuration dialog box displays TO Click Next to accept the POWERLOGIC network server configuration on your machine If your machine is not the server 1 select the remote server 2 Then select a system database located on the server 1 Select the POWERLOGIC Network Server r 2 Select the PowerLogic system setup database f lt E Browse w w s
50. e the name of the PC on which the server is being installed Scroll through the choices in the box below to locate the PC or type the PC name that you used for the server when setting up your network In the Select the PowerLogic system setup database box select the path drive to which you ve mapped for the database directory PC directory where the SMS system setup database PLSystem madb is installed You can click Browse to locate the database 1997 Square D All Rights Reserved 33 Bulletin 3080IM9602R11 97 34 12 The Advanced button is used to access the ODBC Data Source Administrator dialog box for configuring ODBC For help using this dialog box contact the Power Management Operation Technical Support department at 615 287 3400 Note The server PC must give privileges to the Windows NT user name in Windows before the client can access it The database must be shared Sharing a drive involves mapping to another drive For information on mapping see the Microsoft Windows documentation A message displays telling you that File Services will be set up on this computer You will use File Services to view and print system information such as device configuration See Appendix A in the SMS 3000 User s Guide for instructions in using File Services Click OK to begin the procedure If File Services is not already set up on this computer the setup procedure runs automatically When setup is complete acknowledge the message
51. egin copying files Current Settings setup Type Client Server User Information Plant Operations Square D SMS 3000 3021111 Target Location C ASMS 3000 Program Folder i Scroll through the settings to verify that the setup information is correct for your installation To change any settings click Back to display the dialog box with the incorrect data After correct ing the data repeat the information you entered in the remaining steps When the settings are correct click Next SMS displays the setup window while installation is in progress When installation is complete the SMS 3000 folder is created Note To stop the installation process click Cancel The Exit Setup dialog box displays Click Resume to continue the installation Or click Exit Setup to cancel the installation When you are ready to resume the installation you must start with step 1 1997 Square D All Rights Reserved 21 Bulletin 3080IM9602R11 97 22 13 14 15 If your PC s tasking priorities are not correctly set SMS displays a message recommending that you set the performance boost for foreground application medium Foreground application more responsive than background Would you like to change this now Click Y to change the setting now If you click N you must change the setting manually Selecting N gives priority to the foreground the client This can cause the background task
52. er accounts access levels 60 adding 23 59 changing 61 deleting 62 User accounts default 59 W Waveform storage disk requirements 66 Windows 95 2 Windows NT 2 configuring 3 network security administrator 14 requirements before installation 16 sharing drives 2 Windows NT group See Windows NT configuring Working with the SMS database 63 Working with user accounts 59 1997 Square D All Rights Reserved Index
53. ere SMS 3000 resides 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation New Installation Client Use this procedure to install SMS 1000 client software for the first time on a PC separate from the POWERLOGIC network server Notes Always close any open applications before installing SMS Checklist Follow these steps to correctly install the client e Install the POWERLOGIC network server e Install the client e Start the POWERLOGIC network server e Start the client Ensuring Correct Client Registration In order for the POWERLOGIC network server to register the number of client connec tions allowed you must follow this procedure Before client installation Turn the server PC on and log it into Windows NT Install the POWERLOGIC network server and database if you wish you can launch the POWERLOGIC network server at this time e Complete all database shares and PC user accounts NT User Manager For instruc tions see What You Should Know Before You Begin in chapter 1 Map one drive on the client PC to the database PLSystem mdb directory If you are using a LAN it must be operating properly and all database shares and network privileges must be assigned If this point is not followed the number of concurrent clients will not be registered in the POWERLOGIC network server client users may see an error message that communication could not be established because the allowable client connect
54. et the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Ethernet Gateway If you are using the Ethernet Gateway you need to install it at this time Refer to the Ethernet Gateway instruction manual order no 3050IM9601R3 97 for installation instructions For TCP IP and Ethernet Gateway tests see What You Should Know Before You Begin in chapter 1 SMS 3000 Startup After you have installed SMS 3000 follow these steps to start running the program 1 Restart the PC if you did not do so during installation 2 Locate the server and client icons They are located in the Destination path estab lished during installation default c NSMS 3000N Bin Double click the server icon Or click the Start button on the Windows taskbar point to the Programs folder the SMS 3000 folder then the server icon 3 When prompted enter the user ID information that you added during installation 4 Double click the client icon Or from the Windows taskbar point to the Programs folder the SMS 3000 folder then the client icon 5 When prompted enter the user ID information that you added during installation SMS starts the program and displays the SMS main window Upgrade Installation Client Server Use this procedure to install an upgrade
55. expected these auto uploaded samples can be the reason 72 1997 Square D All Rights Reserved Appendix A RS 232 Connections Appendix A RS 232 Connections Overview If you plan to use an RS 232 serial port to connect PCs to your system these drawings are included to help illustrate the necessary connections Remote PC L A a PC Network Address 30 Example 5 5 S D wo oo aS N a Us Sen ee oes ig Ne Le Z 5 nt 2 mO Bar gt s a REGER 585855 FSRS MCA 485 N 10 lt Example Addresses Belden 8723 with Male DB 9 Connector CAB 107 If lt 10 Or N SS KI 02 Circuit Monitors 32 maximum on a single daisy chain or equivalent e BELDEN 8723 Using the Optical Communications Interface PC to Circuit Monitor Address 01 30 130 1 PC to Circuit Monitor Address 02 30 130 2 PC to Circuit Monitor Address 10 30 130 10 Example Route Statements 01 MCT 485 When you use the Optical Communicaitons Interface OCI 2000 use the setup route statement according to the above example However you will not need the converter you will be connected to the front panel of each circuit monitor individually 1997 Square D All Rights Reserved 73 Bulletin 3080IM9602R1 1 97 RS 232 Connections cont Jolguluu9 CLM Uy LOL IOW Oa jo uod zez S4 6 2 eN 3 A p lo uuoo 9 jqe9 enas SZ
56. following c If you are using the PowerLogic Ethernet Gateway physically install all network adapter cards or modem card If you are not using the Gateway skip to step 6 d Install software adapters Control Panel gt Network gt Adapters If there is no network card install the MS Loopback Adapter e Add TCP IP protocol Control Panel gt Network gt Protocol f Run the PowerLogic Ethernet SMS driver installation on the server PC g Add the PowerLogic Ethernet Gateway Protocol Control Panel gt Network gt Protocols Then restart the PC Set tasking priorities to mid boost foreground more responsive that background Use the performance feature Control Panel gt System gt Performance or follow the prompts you will see during client server installation If set improperly clients will have tasking priority instead of the server making response times slow System Backup and Making an Emergency Repair Disk 16 You should always have a recent backup copy of system setup information For this reason we recommend that you back up the PLSystem mdb database after every new installation and before every upgrade installation This backup includes all system setup information such as device setups user accounts and the alarm and event logs It does not include historical logging information Instructions for making a backup copy of PLSystem mdb are found in Chapter 6 Working with the SMS Database 1997 Square
57. from Database A while using the system data from Database B Deleting Historical Data If you are using automatic rollover delete History Previous and all archive files never delete seed mdb If you are using manual rollover create a new datasource never delete seed mdb Troubleshooting Rollover Problems The following list includes some individual instructions as well as some things to keep in mind to help you solve any rollover problems that may occur e Remember that rollovers are always scheduled for midnight of a particular day as the day begins not as it ends This does not ensure that the rollover will occur at midnight it will occur with the first sample that is taken after midnight e When the rollover is in progress SMS should not be doing anything that will lock the databases used for historical data logging For example do not have history tables or trend plots open or have reports running Schedule reports around your expected rollover time Do not leave Access running with PLSystem mdb open e Regarding auto uploads When auto uploaded samples are placed in the database the sample s date time stamp is taken from the circuit monitor s date time If the circuit monitor date time is set for some time in the future the sample can trigger a rollover This will not harm your system but it can put PC based samples in a Previous mdb instead of History mdb If you notice that your rollover occurs earlier than
58. ge amounts of system resources On the POWERLOGIC network server they should not be used 2 1997 Square D All Rights Reserved Chapter 1 Before You Begin If you are using the POWERLOGIC Ethernet Gateway test TCP IP connectivity on the Windows NT or Windows 95 operating system before using SMS As part of the test use the DOS PING command _ After TCP IP is installed access the command prompt Start gt Programs gt Command Prompt Use the PING command to check communication with IP locations PING computer name If you do not receive replies during the test the TCP IP protocol is not properly installed on the operating system For instructions on installing TCP IP see your Microsoft Windows NT documentation If remote clients are to be installed share the SMS 3000 directory e If remote clients are to be installed the POWERLOGIC network server and database must be accessible over the network Thus the POWERLOGIC network server cannot be turned off In addition when configuring Windows NT you need to pay attention to these three items System Requirements To run SMS 3000 software you must have a computer which meets or exceeds the minimum requirements in the table on the next page The specifications in parentheses are recommended for superior performance The hard disk requirements for Windows a swap file the software and logging memory should also be considered when choosing a computer
59. gq ale 6 gd sews ra jdwexg 0 SS IPPY YIOMION Od K Z 804 avo Od Souen a J H AUOD G8b ecv SH D r Gk 82 GZL OE GL SS IPPY Z uleuO O Od L 8 GZL OE L ss ippv z UBUD O Od OL 62 6ZL OE DL Ss Ippv l UIEYD O Od L 62 GZL OE LO SS IPPY L UYO O Od slu uu 1e1s MOY jdwexg KEIER s ss ppy ldupxg S10 09uu0O 6 gq Ae Z YUM 228 u pl q 40 OL gt 4 ZOL 40 LOL 004 00 S8r LOW ureyo Asep aj6uls e uo wnwxew zg SiolluoN WOU s ss ppy jdwexq OL WINd l 6z 8z SS IppV ss ppy lduiex3 jdwexg WINd 1Jolo uuoo Se Z pow XVW AS L Hod woyog S8gp VON 6 d do 6 gq ale UNA quapeainba 10 KE wakapa 2Z8 uepleg 6228 Naq1ag dnies WINd 10 LOL gt 41 ZOL avo 1997 Square D All Rights Reserved 74 Index A Access database 1 63 Add on modules 8 Administrator privileges NT 9 Alarm log purging 68 B Backing up the database 16 26 49 65 68 Backup database 26 Backup system setup 16 26 68 Before you begin 1 C Circuit monitor firmware 4 Client description 12 installation new 29 comms mdb database 26 Compacting the database 14 68 Converting the database during upgrade 26 Custom installation components 48 D Database 2 backup 26 68 compacting 14 68 conversion during upgrade 26 description 13 historical History md
60. guration translated Group configuration translated Close d If there are additional SMS 770 systems to translate click Translate Return to the beginning of step 1 If there are no more SMS 770 systems to translate click Close e After translating the SMS 770 system files SMS displays the prompt Do you have SMS 770 historical data to translate If not click No to return to the Historical Data Translation dialog box Click Quit If yes click Yes Skip to step 3 to translate SMS 770 historical data 2 Translating SMS 3000 Historical Data SMS displays the prompt Do you have SMS 3000 3 0 3 01 historical data to translate If no click No skip to step 3 If yes click Yes SMS displays a prompt telling you that you need to contact Technical Support if you have more than one SMS 3000 database to convert Click OK a If you have multiple SMS 3000 databases click Cancel at the next prompt then contact Technical Support for help Instructions for contacting Technical Support are in chapter 2 54 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation SMS displays the SMS 3000 v3 0 v3 01 to v 3 02 History Log Translation dialog box SMS 3000 v3 0 3 01 to v3 02 History Log Translation x r Step 1 Choose SMS v3 0 3 01 Log File r Step 2 Select Start Date Starting Date 3171970 E Location Use button to select H D Ending Date Step 3 Select Rollover Option
61. h data will move into archive files 1 Click Setup gt Administrative gt Historical Database 1997 Square D All Rights Reserved 69 Bulletin 3080IM9602R11 97 SMS displays the Database Setup dialog box Historical Database Setup x Database Rollover Type Co DK C Manual ODBC ancel File Base Name OPEC Source PLSYSTEM Rollover Period C None G Weekly Starting on Sun C Mon C Tue C Wed C Thu C Fri C Sat C Monthly C Evey h Hat zj Stetina maoriso 2 In the Database Rollover Type box click Automatic to use the default Microsoft Access as your database system 3 The File Prefix Name field defaults to PLSYSTEM to match the system name prefix of system database PLSystem mdb You can change the prefix it can be up to 32 characters The history file name should match the system database name If you rename PLSystem mdb you should change the history file prefix to match this name 4 In the Rollover Period box set the appropriate period e Click None to turn off the rollover feature All log data will remain in the database file History mdb e Click Weekly to roll data once a week on a specified day If you click Weekly then click the Starting on day The rollover time is midnight of the day that you select for example if you select Monday the first sample begins at midnight at the beginning of Monday Weekly is the system default e Click Monthly to roll data the first of eve
62. ick No if you do not accept the terms of the agreement the Exit Setup dialog box displays You cannot continue with installation if you click No at this prompt 30 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Click Yes to accept the terms of the agreement SMS displays the Registration dialog box Registration x Please register your product now Name Plant Operations Company Square D Serial SMS 3000 3021111 E zl 6 Type your name company and the serial number which is on a sticker on the back of the software CD jewel case Click Next to continue the installation SMS displays the Registration Confirmation dialog box verifying the information you entered on the previous dialog box Registration Confirmation x You have provided the following registration information Name Plant Operations Company Square D Serial Number SMS 3000 3021111 Is this registration information correct 7 Read to ensure that this information is correct Click No to return to the previous dialog box correct the information Click Yes to continue with the installation 1997 Square D All Rights Reserved 31 Bulletin 3080IM9602R11 97 32 The Setup Options dialog box displays this dialog does not display if you are using SMS 1000 software to install the client Setup Options x Select a setup type Client Server amp Your computer will be both client a
63. igure SMS displays the User Properties dialog box User Name r Cancel Password Confirm Password Level 6 d pe 2 Make the desired changes to user properties then click OK SMS returns you to the User Accounts dialog box Click OK to save the entries and return to return to the SMS main window 1997 Square D All Rights Reserved 61 Bulletin 3080IM9602R11 97 Chapter 5 Working with User Accounts Deleting User Accounts 62 You can delete any user except the account you are using or the last remaining level 1 user account If you attempt to delete the account that you are using SMS displays an error message to stop you 1 In the User Accounts dialog box click the user whose name and password you want to delete 2 Click Delete SMS displays a verification message so you can be sure you re deleting the correct accounts 3 To delete click Yes The user account is deleted Click OK to save the changes and return to the SMS main window 1997 Square D All Rights Reserved Chapter 6 Working with the SMS Database Chapter 6 Working with the SMS Database Organization of the SMS Database SMS data is divided into separate databases System setup data which includes all system settings and the alarm and event logs is stored in the PLSystem mdb file The default location is SMS 3000 gt Database Managing the size of this file requires two activities deleting unused device
64. ile sizes and compacting the database 1997 Square D All Rights Reserved Chapter 6 Working with the SMS Database Establishing Log Restrictions SMS lets you determine restrictions on the sizes of the alarm log and event log You establish the total number of alarms that will be held in the alarm log and the total number of events that will be held in the event log The collected data is stored in FIFO files Notes If you select None instead of Total Alarms or Total Events there is no limit to either of these files data will continue to fill until you run out of disk space Allowing the alarm and event log files to become extremely large will cause the system to operate very slowly especially during system startup Because of this we recommend that you set both log files to FIFO Changes made to these log restrictions will not take effect until the POWERLOGIC network server is restarted To use this feature follow these steps 1 On the Setup menu click Administrative gt Alarm Event Logs SMS displays the Database Settings dialog box Alus Log Restactore e fra amb Izeg C Nore C TT geen S ema veri Log Newtactere Fra Evart Due C Nore Lan Evers Dee C est weg pro 2 In the Alarm Log Restrictions box click Total Alarms FIFO Enter the number of alarms that you want included in the alarm log SMS will only hold the number of specified alarms before it begins to write over the oldest alarms with ne
65. ilities Sms 1500 LA Win32app Sms 3000 4 Windows STC E Winntao Filename Open Files of type System Files P ab ka Cancel I Open as read only Select the SMS 770 system file syk extension to be translated If there are multiple system files select only one You will repeat this procedure for each SMS 770 syk system If this system includes POWERLOGIC compatible devices SMS displays the PowerLogic Compatible Device dialog box Device Name DRI000_PLcomp This device is defined as a PowerLogic Compatible in SMS 770 system files For SMS 3000 this device should be defined as PowerLogic Compatible C DigiTrip 810D C Digital Relay C Power Meter C PowerLink As each device name displays click the appropriate SMS 3000 device type Click OK SMS translates the data for that device into the device type file you choose The translation utility allows you to reassign a POWERLOGIC compatible device type to its appropriate device type You should do this now to ensure that history data will stay intact with the device 1997 Square D All Rights Reserved 53 Bulletin 3080IM9602R11 97 When all of the data for this system is translated SMS displays the Translate SMS EXP to SMS PMxX 3 02 dialog box Translate SMS EXP 2 2x to SMS PMX 3 02 BE System Properties System Name TEST Database C SMS 3000 Database PLSystem mdb Status 7 System configuration translated Device confi
66. installed components Exit Setup Click Exit Setup In response to the Are you sure prompt click OK In response to the prompt telling you that the File Services setup was interrupted click OK Your original installation of File Services has not been deleted 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation 5 SMS displays a message telling you that SMS 3000 Setup is finished copying files reminding you to upgrade all instances of SMS client server and interactive graphics software products to the new version telling you to use the Translation Utility to convert previous SMS historical information for instructions see Using the Translation Utility later in this chapter Setup is complete Before you can run SMS 3000 you must restart your computer To restart click Yes then click Finish Note When you see the message Press spacebar now to invoke hardware profile last known good menu do not press the spacebar If you do you will reset the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS New Installation DDE Server Use this procedure to install the DDE Server for the first time Note Always close any open applications before installing an SMS application The client server installation also installs DDE The DDE server makes a logical connection o
67. instructions in using File Services Click OK to begin the procedure If File Services is not already set up on this computer the setup procedure runs automatically When setup is complete acknowledge the message by clicking OK Note After File Services File Services has been correctly installed the following dialog box could display You must click Restart Windows not Exit Setup Continue with step 5 Square D File Services Restart Windows 71x A You need to restart Windows to complete the installation Before you restart close any open applications including MS DOS sessions and save all current documents Remove any floppy disks still inserted in a disk drive Then click the Restart Windows button If you choose to restart the screen may go blank or flicker Please be patient while Setup restarts your machine After restarting your machine Setup will be complete Exit Setup If File Services is already set up on this computer the setup process begins but is replaced by the File Services Setup dialog box Square D File Services Setup x Welcome to the Square D File Services installation maintenance program This program lets you make changes to the current installation Click one of the following options Add new components or remove installed components from the current installation A Repeat the last installation to restore missing files Reinstall and settings eran Remove all previously
68. ions were exceeded Before or during client installation Map the client PC to the network drive for the SMS database default PLSystem mdb To set up your computer as an SMS client follow these steps 1 Insert the CD into the CD ROM drive of the computer that is to be a separate client Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 2 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe A message displays telling you that an SMS Wizard is being retrieved to help with the installation 1997 Square D All Rights Reserved 29 Bulletin 3080IM9602R11 97 3 SMS displays the System Manager Software information dialog box Welcome to POWERLOGIC System Manager Software setup program x Welcome to the System Manager Software Setup program This program will install System Manager Software on your computer It is strongly recommended that you exit all Windows programs before running this Setup program Click Cancel to quit Setup and then close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion
69. is already set up on this computer the setup process begins but is replaced by the File Services Setup dialog box Square D File Services Setup x Welcome to the Square D File Services installation maintenance program This program lets you make changes to the current installation Click one of the following options Add new components or remove installed components from the current installation S Repeat the last installation to restore missing files Reinstall and settings Remove All Remove all previously installed components Exit Setup Click Exit Setup In response to the Are you sure prompt click OK In response to the prompt telling you that the File Services setup was interrupted click OK Your original installation of File Services has not been deleted 19 SMS displays a message telling you that SMS 3000 Setup is finished copying files reminding you to upgrade all instances of SMS client server and interactive graphics software products to the new version telling you to use the Translation Utility to convert previous SMS historical information for instructions see Using the Translation Utility later in this chapter Setup is complete Before you can run SMS 3000 you must restart your computer To restart click Yes then click Finish Note When you see the message Press spacebar now to invoke hardware profile last known good menu do not press the spacebar If you do you will res
70. istorical data see Running the Translation Utility later in this chapter Upgrade the client e Start the POWERLOGIC network server then the client To upgrade client software on one computer follow these steps 1 Insert the CD into the CD ROM drive of the computer that is to be server client Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 2 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe 1997 Square D All Rights Reserved 35 Bulletin 3080IM9602R11 97 36 SMS temporarily displays a message telling you that an SMS Wizard is being retrieved to help with the installation SMS displays the setup window while installation is in progress When installation is complete the SMS 3000 folder is created Note To stop the installation process click Cancel The Exit Setup dialog box displays Click Resume to continue the installation Or click Exit Setup to cancel the installation When you are ready to resume the installation you must start with step 1 Amessage displays telling you that File Services will be set up on this computer You will use File Services to view and print system information such as device configuration See Appendix A in the SMS 3000 User s Guide for
71. l Data Translation Utility dialog box displays SMS 3000 v3 02 Historical Data Translation Utility x Please select the type of translation you would like to perform Translation Type Guided Translation C SMS 770 System Files Only SMS 3000 3 0 3 01 Historical Data Only C SMS 770 Historical Data Only Quit Continue To begin the guided translation click Guided Translation then click Continue 1997 Square D All Rights Reserved 51 Bulletin 3080IM9602R11 97 Shut down all PowerLogic applications before using the translation utility Do you have SMS 770 system files to translate Do you have SMS 3000 historical data to translate Translate SMS 770 system files Y Translate SMS 3000 historical data Do you have SMS 770 historical data to translate Y Translate SMS 770 historical data 52 1997 SquareD All Rights Reserved Chapter 4 SMS 3000 Installation 1 Converting SMS 770 System Data a SMS displays the prompt Do you have SMS 770 system files to translate O If you do not have SMS 770 system files to translate click No skip to step 2 If you have been using SMS 770 and have not upgraded to a version of SMS 3000 click Yes continue with step 1b SMS displays the Select System to Translate dialog box Select System To Translate Lookin fa C z Sk L Mcafee C temp Misc L users program files J Ut
72. l available Setup options lt Back Cancel 8 Click Client Server SMS displays the SMS 3000 Destination path dialog box It lists the default location for the installation files c NSMS 3000 SMS 3000 Destination Path x Setup will install SMS 3000 in the following directory To install to this directory choose Next To install to a different directory choose Browse You can choose not to install SMS 3000 or change destination directory again later Destination Directory mem 20 1997 Square D All Rights Reserved 9 10 11 12 Chapter 4 SMS 3000 Installation To change the directory click Browse and choose the new directory When the correct destination directory displays click Next Note Remember that the subdirectory named Database must be shared for clients to be able to access it SMS displays the prompt Confirm Newly Selected Directory If the directory is incorrect click No and correct the directory name When the directory name is correct click Yes If the directory does not already exist you are prompted to reconfirm the name Click Yes to accept the directory name SMS displays the Check Setup Information dialog box Check Setup Information x Setup has enough information to begin the file transfer operation If you want to review or change any of the settings click Back If you are satisfied with the settings click Next to b
73. n a menu For example in the Setup menu under the PC Interface command there is a sub menu that contains the SY LINK Cards command This is written as PC Interface gt SY LINK Cards e SMS SMS 3000 This version of the System Manager Software is named SMS 3000 However throughout this bulletin the software will usually be called simply SMS Note All screen examples used in these manuals were captured using Microsoft Windows NT version 4 0 If you are using a different version of Windows the screens you see may differ from these examples 1997 Square D All Rights Reserved 7 Bulletin 3080IM9602R11 97 Chapter 2 Introduction to SMS Add On Modules You can expand the functionality of SMS 3000 by using add on modules Square D currently offers two add on modules that enhance the capabilities of SMS 3000 They are Interactive Graphics Interface GFX 1000 e System Manager Software client only SMS 1000 The SMS bulletins do not provide detailed instructions for using these packages with SMS 3000 For instructions on using the add on modules see the instruction bulletins included with the modules Online Help System SMS provides an online help system to aid you in using the program The help system describes all SMS commands To view an index of help topics click Help gt SMS 3000 Help on the SMS main menu The Help Topics window displays You can also access help information through Help buttons on the
74. nd server Client Your computer will be the SMS 3000 client DDE Server Your computer will be the SMS 3000 DDE Server Custom For advanced users and system administrators only You can customize all available Setup options lt Back Get 8 Click Client SMS displays the SMS 3000 Destination path dialog box It lists the default location for the client data files c SMS 3000 SMS 3000 Destination Path x Setup will install SMS 3000 in the following directory To install to this directory choose Next To install to a different directory choose Browse You can choose not to install SMS 3000 or change destination directory again later Destination Directory ees Browse pe To change the directory click Browse and enter the new directory When the correct destination directory displays click Next If the directory does not already exist the prompt Confirm Newly Selected Directory displays Click Yes to accept the directory name 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation The Check Setup Information dialog box displays Check Setup Information x Setup has enough information to begin the file transfer operation If you want to review or change any of the settings click Back If you are satisfied with the settings click Next to begin copying files Current Settings etup Type Client Server User Information Pl
75. of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Cancel 4 Read the information on the screen Click Next SMS displays the software license screen Software License Agreement x Please read the following license agreement Use the scroll bar to view the rest of this agreement OFTWARE LICENSE AGREEMENT Distribution diskettes or CD ROM s containing POWERLOGIC application software are provided with a License Agreement affixed to the packaging For your information and consideration this License Agreement is reproduced below in its entirety Please read the License Agreement carefully since it defines the specific conditions under which you may use this software CAREFULLY READ THE FOLLOWING LICENSE AGREEMENT BEFORE USING The contents of this package include a proprietary software Square D Company is the holder of all intellectual property rights including copyrights in and to that software Under the terms of this sale and the copyright laws of the United States the purchaser of this software is entitled to make one copy exclusively for archival purposes no other x Do you accept all the terms of the preceding license agreement If so click on the Yes push button If you select No Setup will close lt Back wo 5 Read the license agreement in the box You are asked whether you agree with the terms of the license agreement Cl
76. omms mdb it is not usable until you run the translation utility to convert it to the new version format For instructions on using the translation utility see Running the Translation Utility at the end of this chapter 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation When installation is complete the SMS 3000 folder is created Note To stop the installation process click Cancel The Exit Setup dialog box displays Click Resume to continue the installation Or click Exit Setup to cancel the installation When you are ready to resume the installation you must start with step 1 If your PC s tasking priorities are not correctly set SMS displays a message recommending that you set the performance boost for foreground application medium Foreground application more responsive than background Would you like to change this now Click Y to change the setting now If you click N you must change the setting manually Selecting N gives priority to the foreground the client This can cause the background task POWERLOGIC network server to perform too slowly thus slowing the system response time Amessage displays telling you that File Services will be set up on this computer You will use File Services to view and print system information such as device configura tion See Appendix A in the SMS 3000 User s Guide for instructions on using File Services Click OK to begin the procedure If File Servi
77. on see the section of the instruction manuals that refers to that device or feature Purging the Alarm and Event Logs The instructions for purging these logs are in chapter 8 of the SMS 3000 Users Guide Remember to acknowledge all alarms before purging the logs Backing Up Compacting the System Setup Database Periodically you should back up the PLSystem mdb database to ensure that you always have a backup copy of all system data This does not include the historical logging data or data uploads from circuit monitors although this data should also be backed up These files are discussed in the next section Managing the Size of the Historical Database When you delete system setup information some data still remains in your database To remove leftover data you should periodically compact the database The default PLSystem mdb is about 2 MB After compacting PLSystem mdb will be 2 3 MB Use the following instructions to back up and compact your database Note that the first set are for systems that have Microsoft Access on the server PC the second set are for systems that do not have Access Backup Compact using Microsoft Access 1 Acknowledge all alarms 2 Display the Alarm and Event Logs Purge them of all data 3 Make a backup copy of PLSystem mdb giving it another name if desired Store it in another directory or drive 4 Open the backup in Access and compact it using Access Backup Compact when using another data
78. osoft Access as your database system set the historical database rollover period Setup gt Administrative gt Historical Database to optimize space For example though the default is weekly you could change it to daily to prevent the history file from getting too large When old historical data is not needed on the system delete compress or move it to another hard drive If you are using another database source for historical data you may need to periodically move old records to an archive database This is not an SMS feature when using a manual database source it is up to the user to manage the database e Compact the database periodically to ensure that all files are at their minimum sizes Periodically use File Manager to move older archived log files and waveforms from your SMS 3000 gt Export directory to a backup location away from the PC Limit the size of your alarm and event logs by setting the logs to FIFO 1997 Square D All Rights Reserved 65 Bulletin 3080IM9602R11 97 Hard Disk Usage Formulas There are two formulas that will approximate the amount of space consumed by logging on a daily basis 1 Hard drive space used per history template per day of quantities in the template 1 20 bytes log sample of samples logged devices assigned to template Example Log templates are set up for 15 minute intervals all day with 10 quantities logged assigned to 50 devices In this example hard drive
79. programs before running this Setup program Click Cancel to quit Setup and then close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law Cancel 3 Read the information on the screen Click Next SMS displays the software license screen Please read the following license agreement Use the scroll bar to view the rest of this agreement JBOFTWARE LICENSE AGREEMENT Distribution diskettes or CD ROM s containing POWERLOGIC application software are provided with a License Agreement affixed to the packaging For your information and consideration this License Agreement is reproduced below in its entirety Please read the es Se carefully since it defines the specific conditions under which you may use this software CAREFULLY READ THE FOLLOWING LICENSE AGREEMENT BEFORE USING The contents of this package include a proprietary software Square D Company is the holder of all intellectual property rights including copyrights in and to that software Under the terms of this sale and the copyright laws of the United States the purchaser of this software is entitled to make one copy exclusively for archival purposes no other
80. rdware profile last known good menu do not press the spacebar If you do you will reset the NT Registry so that it does not recognize the last hardware driver that was installed Ethernet Gateway SMS security key or SY LINK This means you will have to reinstall SMS Ethernet Gateway If you are using the Ethernet Gateway you need to install it at this time Refer to the Ethernet Gateway instruction manual order no 3050IM9601R3 97 for installation instructions Reinstalling SMS 48 If you want to reinstall SMS for any reason you do not need to uninstall first Instead run Setup exe on the SMS CD The install program will detect the existing installation You do not need to enter the serial number SY LINK address or user ID You do not need to back up the databases 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Uninstalling SMS If you want to uninstall SMS follow the steps below For all uninstall operations use the Add Remove Programs feature Control Panel gt Add Remove gt Install Uninstall 1 If you have the Ethernet Gateway installed uninstall it first 2 Uninstall File Services If there is a GFX add on on the PC you do not need to uninstall it the SMS uninstall procedure will do it automatically 3 Uninstall SMS During the uninstall procedure SMS asks if you want to back up the database This backup includes all mdb extension database files that are in the data
81. rm and event logs e History mdb which will contain historical data after it is translated You can perform a translation in individual steps or by following a guided translation procedure that includes all of the steps Translation done out of order can cause some history data to be inaccessible to SMS To ensure the proper order of translation we recommend that you follow the guided translation which is described in the following pages If you choose to perform the translations individually you must follow the order below 1 Convert SMS 770 system files into the new version s format Note that the term SMS 770 includes EXP 500 550 as well as SMS 700 770 files If multiple SMS 770 system files are to be translated place each syk file with its asosciated history log files ina separate directory leaving all syk files in one common directory will cause delays 2 Translate SMS 3000 historical data logs into the current format 3 Translate SMS 770 historical data logs into the current format Note that the term SMS 770 includes EXP 500 550 as well as SMS 700 770 files The flow chart on the next page also outlines the proper order The Translation Procedure To begin translating data access the translation utility Start gt Programs gt sms 3000 gt SMS 3000 Translation In response to the message telling you to shut down the POWERLOGIC network server make sure the server is shut down then click OK The Historica
82. rrect upgrade Upgrade the POWERLOGIC network server e Translate historical data see Running the Translation Utility later in this chapter Upgrade the client e Start the POWERLOGIC network server then the client To install the DDE server on one computer follow these steps 1 Insert the CD into the CD ROM drive of the computer that is to be the DDE server Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 2 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe SMS temporarily displays a message telling you that an SMS Wizard is being retrieved to help with the installation 3 SMS displays the setup window while installation is in progress When installation is complete the SMS 3000 folder is created Note To stop the installation process click Cancel The Exit Setup dialog box displays Click Resume to continue the installation Or click Exit Setup to cancel the installation When you are ready to resume the installation you must start with step 1 4 A message displays telling you that File Services will be set up on this computer You will use File Services to view and print system information such as device configuration See Appendix A in the SMS 3000 User s Guide for in
83. ry month The first sample is taken at midnight on the first of the month e Click Every to roll data on a schedule that you set Enter the number of the interval then enter the interval days weeks or months For example if you want to roll data over every two weeks enter 2 then select Weeks in the dropdown box In the Starting on box enter the date you want the first interval to begin 5 Click OK SMS returns you to the SMS main window 70 1997 SquareD All Rights Reserved Chapter 6 Working with the SMS Database Setting Up a Manual Historical Database Notes Before you select the manual option you must first establish a database and ODBC connection that can be used for logging that contains table files LOG_SAMPLES LOG_SAMPLE_VALUES and LOG_STATS from seed mdb If you use an ODBC connection for historical logging you must set it up on all clients if you want log data to be visible from all clients The connections should all point to the same database source and have the same name on all clients Example You have three PCs 1 server client and 2 and 3 which are clients only You establish an SQL server database on PC 3 and you create an ODBC connection named SQL Database on Machine 3 that points to this database You must also create ODBC connections named SQL Database on Machine 3 on PC 1 and PC 2 and point them to the database on PC 3 To set up a manual historical logging system follow these step
84. s Weekly Startingon Sunday x C Monthly Historical File Prefix Optional HIST b Locate the directory that contains the historical data SMS 3000 Database comms mdb Click the Browse button to select the directory This field defaults to the directory where PLSystem mdb resides c Select the start date for the data to be translated This field defaults to the first date for which there is data to be translated The Ending Date displays the first date for which there is already historical data that is correctly formatted Choose a starting date that is appropriate for the amount of data you have to translate If you have several months of data to translate you might want to translate the data in batches If translating in batches you must translate data in reverse chronological order entering the most recent data first See Batch Translation Example below d Select the rollover option you will use This sets the range for your older history data to be split into separate files We recommend weekly files Batch Translation Example Assume that you are installing the new version of SMS 3000 on October 1 You have been running an older version of SMS 3000 since June 1 so you have historical files to translate from June 1 through October 1 If you chose to translate this information in one month batches you would enter data as follows Translation Batch Start Date Data Included in this Batch First September
85. s 1 On the POWERLOGIC network server and all client PCs install ODBC database drivers for databases other than Microsoft Access 2 On the PC where the database is placed do a complete installation of the ODBC database that you will use 3 From the PC where the database is placed share the database directory 4 In the new ODBC database duplicate the table structure of the seed mdb file 5 Give the POWERLOGIC network server and all client PCs connection privileges to the PC where the history data is located 6 Set up ODBC connections on all machines 7 InSMS click Setup gt Administrative gt Historical Database to display the Historical Database dialog box 8 In the Database Rollover Type box click Manual ODBC 9 In the ODBC Source pulldown box point to the data source for the historical database You only need to do this once and it can be from either the POWERLOGIC network server or a client 10 Click OK SMS returns you to the SMS main window 1997 Square D All Rights Reserved 71 Bulletin 3080IM9602R11 97 Managing Multiple System Setup Databases The system setup database default PLSystem mdb and its associated historical databases must be maintained in separate directories We recommend that the system setup name match the historical prefix name When you have two databases the filenames you use uniquely identify each installa tion This makes it easier to view log data You cannot log data
86. s alarms and events periodically compacting the database to remove the deleted items Until the database is compacted deleted items still take up space in it Historical data is stored in one or more historical files for example History mdb The default location for history files is SMS 3000 gt Database If you are using the default SMS database which uses the Microsoft Access record set format you can set SMS to automatically move older historical data into rollover files These files are created based on time intervals that you determine The rollover files offer quick and easy access to history data because the data is spread out over several date specific files you will only pull up the files containing the specific data that you need When you no longer need access to rolled over historical data you can delete compress or copy the data to another hard drive If you need access to this old data you can then restore it to the c NSMS 3000N Database directory How SMS Rolls Historical Files Once you set up an automatic historical database SMS maintains the file structure that you determined See Managing the Size of the Historical Database later in this chapter For example if you set up weekly rollover on Sunday SMS rolls data over to the Previous and archive files at the beginning at midnight of every Sunday In any four week period using weekly rollover the following scenario occurs In Week 1 SMS
87. s retrieves information and serves the requested data to client applications The server detects alarm conditions logs historical data notifies client applications of these conditions and initiates automatic tasks like e mail and auto uploads of CM 2000 onboard data In SMS installations the server is the gateway through which information is captured entered and retrieved Data can be located virtually anywhere on the same PC as the server on another PC within the facility or at a remote location accessed via a WAN or the Internet The Client A client application is the user interface for SMS It is through the client that the user enters information into the system and requests data such as reports waveform captures meter displays and interactive graphics diagrams The Microsoft NT Workstation permits ten concurrent database shares which means the POWERLOGIC network server is limited to ten active clients at one time The 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation POWERLOGIC network server tracks the number of connected clients You can have as many clients as you wish in the system but only ten can actively connect with the server at one time However if the Windows NT Server operating system is installed the system is no longer limited to ten database shares with the NT Server system an unlimited number of connections is allowed However there is likely to be a limit to the number that
88. se steps 1 Insert the CD into the CD ROM drive of the computer that is to be client server Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe SMS temporarily displays a message telling you that an SMS Wizard is being retrieved to help with the installation Because a version of SMS already exists on this PC SMS displays a message telling you that a previous installation has been detected and that you should copy the SMS database comms mdb to a backup location before you run this installation If you have not already made a backup copy of comms mdb click N to exit the installation Make the backup copy before you continue with the installation An upgrade procedure handout included with your software shipment contains more details about this procedure If you have already made the backup copy of comms mdb or when you return to this step click Y to the prompt SMS displays the setup window while installation is in progress During this time SMS converts the previous database comms mdb into a format that the new SMS version can use System setup data is placed in a new file called PLSystem mdb Historical data stays in c
89. ser Accounts Set Up Database Mgmt Set Up Archiving Sampling Update Interval Control Outputs Overrides Resets Diagnostics Service Status Read Write System Communication Test Silence Alarms Open Displays Acquire Waveforms Edit Historical Table Run Reports Edit Reports Acknowledge Alarms Clear Logs x lt x lt gt gt x lt gt X lt gt lt OS gt lt gt lt gt lt gt lt gt x gt X lt X lt X CO gt X lt gt X lt gt lt gt lt gt lt gt lt gt lt X lt gt X lt gt lt gt lt gt lt gt lt gt lt gt lt X lt x lt x x gt X lt X lt X lt x lt gt x X lt gt gt gt gt lt gt lt gt gt x gt x gt lt gt lt gt x X lt X lt X lt X X N x gt X lt X lt X lt x S S gt x x gt X lt x gt gt x lt gt x gt lt gt gt lt gt lt gt gt gt lt gt gt gt lt gt lt gt gt gt gt gt gt gt gt gt gt gt lt gt gt lt gt lt gt lt gt lt gt x gt x gt lt gt x OK x X lt X lt X X gt x gt lt gt gt lt gt lt gt lt gt lt gt gt lt gt lt gt X lt gt x gt lt gt x x gt gt x gt
90. server and clients use this option If you need help performing a custom installation call the Power Management Operation Technical Support Center at 615 287 3400 Notes A custom installation should only be performed by advanced Windows users Always close any open applications before installing SMS To perform a custom installation follow these steps 1 Insert the CD into the CD ROM drive of the computer that is to be server client Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 2 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe A message displays telling you that an SMS Wizard is being retrieved to help with the installation SMS displays the System Manager Software information dialog box Welcome to POWERLOGIC System Manager Software setup program xj Welcome to the System Manager Software Setup program This program will install System Manager Software on your computer It is strongly recommended that you exit all Windows programs before running this Setup program Click Cancel to quit Setup and then close any programs you have running Click Next to continue with the Setup program WARNING This program is protected by copyright law and international
91. sj ADMINISTRATOR Advanced ODBC Data Source Administrator CONTROLLER PAINTLINE A SHIPPING WORKGROUP 1 WORKGROUP 2 In the Select the POWERLOGIC Network Server box select or type the name of the PC on which the server is being installed Scroll through the choices in the box below to locate the PC or type the PC name that you used for the server when setting up your network In the Select the PowerLogic system setup database box select the path network drive to which vou ve mapped for the database directory PC directory where the SMS system setup database PLSystem mdb is installed You can click Browse to locate the database The Advanced button is used to access the ODBC Data Source Administrator dialog box for configuring ODBC For help using this dialog box contact the Power Management Operation Technical Support department at 615 287 3400 Note The server PC must give privileges to the Windows NT user name in Windows before the client can access it The database must be shared Sharing a drive involves mapping to another drive For information on mapping see the Microsoft Windows documentation A message displays telling you that File Services will be set up on this computer You will use File Services to view and print system information such as device configuration See Appendix A in the SMS 3000 User s Guide for instructions in using File Services Click OK to begin the procedure
92. space per day 10 1 20 96 50 1 056 000 bytes day where 96 1440 minutes per day 15 minutes per sample 2 Growth of the PLSystem mdb file of events added to the Event Log 50 bytes event of alarms added to the Alarm Log 200 bytes alarm Total bytes SMS uses the Microsoft Access record set as the default ODBC data source When modifying or deleting data from the database the data is marked for deletion but not actually removed This causes the database to grow until is compacted For instructions on compacting see Backing Up Compacting the Database later in this chapter PLSystem mdb can grow quickly when a large number of setup operations are performed Waveform storage disk requirements Waveform Capture Disk Space Required per Waveform 60 cycle 300K 48 cycle 240K 36 cycle 180K 24 cycle 120K 12 cycle 60K 4 cycle 20K Working with System Setup Data 66 This section gives information about how to manage the information that is in the PLSystem mdb file This file includes all of the information entered when setting up your SMS system such as devices functions alarms and events The following sections deal mainly with the alarm and event logs These two logs can grow into very large files if you do not set reasonable restrictions and can continue to grow even if you set them to first in first out FIFO See the formulas on the previous page for additional information about f
93. st first translate all SMS 770 system files If there were multiple systems in SMS 770 you must have run the system translation utility for each system You must also translate any SMS 3000 historical data before translating the SMS 770 historical data a When SMS displays the prompt Do you have SMS 770 historical data to translate click Yes to begin translating SMS 770 data SMS displays the Translate SMS EXP 2 2 to SMS PMX 3 02 dialog box Translate SMS EXP 2 2x to SMS PMX 3 02 GI System Properties System Name Mamme S Database j F Status x System configuration translated X Device configuration translated x Group configuration translated Close b Locate the directory that contains the SMS 770 historical data Click the button to browse through the available directories Select the appropriate directory Click Open 56 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation SMS displays two messages telling you the directory from which you are translat ing and the directory into which you are placing the translated files If the From directory is incorrect click No and select a new system name The To directory defaults to the location of PLSystem mdb SMS returns to the Translate SMS EXP 2 2 to SMS PMX 3 02 dialog box c Select the start date for the data to be translated This field defaults to the first date for which there is data to be translated The Ending
94. structions in using File Services Click OK to begin the procedure If File Services is not already set up on this computer the setup procedure runs automatically When setup is complete acknowledge the message by clicking OK 1997 Square D All Rights Reserved 43 Bulletin 3080IM9602R11 97 44 Note After File Services File Services has been correctly installed the following dialog box could display You must click Restart Windows not Exit Setup Continue with step 5 Square D File Services Restart Windows x A You need to restart Windows to complete the installation Before you restart close any open applications including MS DOS sessions and save all current documents Remove any floppy disks still inserted in a disk drive Then click the Restart Windows button If you choose to restart the screen may go blank or flicker Please be patient while Setup restarts your machine After restarting your machine Setup will be complete Exit Setup If File Services is already set up on this computer the setup process begins but is replaced by the File Services Setup dialog box Square D File Services Setup x Welcome to the Square D File Services installation maintenance program This program lets you make changes to the current installation Click one of the following options Add new components or remove installed components from the current installation S Repeat the last installation
95. tch setting Multiple SY LINK boards will require the use of different memory addresses 1997 Square D All Rights Reserved 9 Bulletin 3080IM9602R11 97 RS 232 Serial Connections 10 SMS can communicate via the serial port of a personal computer When communicating via the serial port a converter is required to convert the signal to the RS 422 RS 485 signal required by circuit monitors Two examples of this connection are connecting to a daisy chain of circuit monitors directly connecting to a SY MAX port on a PNIM or NIM Connections using the Optical Communications Interface OCI 2000 may be made without conversion to RS 485 Appendix A RS 232 Connections illustrates two examples of systems that use serial communications and an RS 232 RS 485 converter Note SMS 3000 supports multiple communication ports The number is limited only by the number of communication ports that the PC can physically support 1997 Square D All Rights Reserved Chapter 4 SMS 3000 Installation Chapter 4 SMS 3000 Installation Security Keys Each copy of SMS 3000 software is shipped with a hardware security key You must install the security key on the LPT1 parallel port of the POWERLOGIC network server computer before you can use SMS To ensure that the security mechanism is properly registered be sure to install the key before starting the installation process Note Only the server PC requires a security key Client software
96. tional RS 232 Port required Network Card Modem 14 4 or 28 8 optional Sound Card optional optional 3 5 Drive CD Drive recommended recommended SMS 3000 operates on Windows NT only Windows NT version 4 0 or higher required in SMS 3000 The other applications run on Windows NT 4 0 or Windows 95 This figure takes into account only what SMS will use Any additional applications must be considered separately The amount of space taken up by SMS on the hard disk depends on whether logging data is stored on the same computer See chapter 6 for a discussion of memory usage SMS uses about 8M the additional is due to system components Required in SMS 3000 to support network clients optional in other products Required unless CD drive is available Additional Hardware Requirements Circuit Monitor Firmware SMS 3000 is optimized to run with version 16 000 or higher circuit monitor firmware Although other firmware versions can be used they may not be fully supported due to the firmware functionality enhancement Therefore to ensure that all SMS 3000 features will perform as documented we strongly recommend that you upgrade your circuit monitor firmware before running SMS 3000 Note If you do not have the system upgrade kit which allows you to upgrade circuit monitors over the network you may order this kit through your local Square D field sales representative or your Groupe Schneider sales represent
97. to become the archived file PLSYSTEM_01111998_01171998 mdb The PLSYSTEM_01041998_01101998 mdb remains the same Week 1 Week 2 Week 3 Week 4 History History History History Previous Previous Previous PLSYSTEM_01041998_01101998 mdb PLSYSTEM_01111998_01171998 mdb PLSYSTEM_01041998_01101998 mdb Upon initial setup the first history file date range goes back 45 days to include CM 2000 data log entries up to 45 days old Data older than that goes to the file Holding mdb 64 1997 Square D All Rights Reserved Chapter 6 Working with the SMS Database Hard Disk Memory Allocation Over time as SMS logs data and records alarms and events your hard drive can fill up The rate at which your hard disk fills and thus how often you need to move old history data files to a backup location depends on many factors history log files this has the biggest impact on disk space the number of large files for example waveform captures and GFX drawings the size of your event and alarm logs the size of your system the number of large files from other programs such as PowerPoint Because these factors vary by installation you need to know when your hard disk is filling up and when to move and purge data from your system You can check disk space periodically to determine if you are filling up the disk The following are some suggestions to help you predict and manage your hard disk usage If you are using Micr
98. treaties Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal penalties and will be prosecuted to the maximum extent possible under law 3 Read the information on the screen Click Next 1997 Square D All Rights Reserved 45 Bulletin 3080IM9602R11 97 SMS displays the software license screen Please read the following license agreement Use the scroll bar to view the rest of this agreement OFTWARE LICENSE AGREEMENT Distribution diskettes or CD ROM s containing POWERLOGIC application software are provided with a License Agreement affixed to the packaging For your information and consideration this License Agreement is reproduced below in its entirety Please read the License Agreement carefully since it defines the specific conditions under which you may use this software CAREFULLY READ THE FOLLOWING LICENSE AGREEMENT BEFORE USING The contents of this package include a proprietary software Square D Company is the holder of all intellectual property rights including copyrights in and to that software Under the terms of this sale and the copyright laws of the United States the purchaser of this software is entitled to make one copy exclusively for archival purposes no other E Do you accept all the terms of the preceding license agreement If so click on the Yes push button If you select No Setup will close lt Back w 4 Read the li
99. vanced button is used to access the ODBC Data Source Administrator dialog box for configuring ODBC For help using this dialog box contact the Power Management Operation Technical Support department at 615 287 3400 The default installs all SMS files on one PC All activities including logging will be performed here and all associated files will be stored here This can quickly fill the available space See Chapter 6 Working with the SMS Database for more information about hard disk allocation For more information about sharing and mapping drives see the Microsoft Windows documentation Click Next 1997 Square D All Rights Reserved 16 17 18 Chapter 4 SMS 3000 Installation SMS displays the Create Administrator Account dialog box User Name jJ Password ey Confirm Password cl Level bh susan H Book You must add at least one level 1 user account at this point This user name and password will be used when you start SMS It is recommended that there be only one level 1 user the system administrator For instructions on user accounts see Chapter 5 Working with User Accounts SMS displays the SY LINK Setup dialog box m Add remove SY LINK cards Address location co a SY LINK card list Address installed Remove D0000 In the Address location dropdown list box click the SY LINK memory address setting that matches the SY LINK card s DIP switch setting Click
100. ve Historical data is stored in one or more historical files for example History mdb The default location for history files is SMS 3000 gt Database If you use the default SMS database system which is stored as a Microsoft Access record set historical data can be rolled over from the original history file to a series of files based in time intervals For a complete explanation of historical data management see Chapter 6 Working with the Database For client server installations you must decide which PC will have the server software and which PC s will be clients Most installations will have the server and a client installed on a PC that is accessible to the system administrator Clients will then be placed in logical places where data needs to be entered or retrieved 1997 Square D All Rights Reserved 13 Bulletin 3080IM9602R11 97 Periodically you will need to compact the PLSystem mdb database especially after having purged alarm and event logs See Chapter 6 Working with the SMS Database for instructions on compacting the database Hardware Issues When there are multiple PCs and devices it s best to plan the design of your system in advance In this way you can avoid such confusion as trying to retrieve data only to find that the device names are duplicated or meaningless These are some basic hardware issues you should consider e Hardware Names Because your system PCs will appear in lists throughout SM
101. ver the network to the POWERLOGIC network server The POWERLOGIC network server provides data to the DDE application which serves it to third party applications that contain DDE links Note Any application that receives data from the DDE server must be installed on the same PC as the DDE server These application must have DDE links established within them For more information see the SMS 3000 User s Guide Chapter 18 Using Dynamic Data Exchange To install the DDE server on a separate computer follow these steps 1 Insert the CD into the CD ROM drive of the computer where the DDE server is to be installed Note If you do not have a CD ROM drive on this computer you can request floppies for the installation by returning the 3 1 2 Disks Request Form card in your installation package Installation instructions will be in a readme file on disk 1 2 Click Start gt Run to open the Run dialog box Click Browse and scroll to D setup exe A message displays telling you that an SMS Wizard is being retrieved to help with the installation 1997 Square D All Rights Reserved 37 Bulletin 3080IM9602R11 97 SMS displays the System Manager Software information dialog box Welcome to POWERLOGIC System Manager Software setup program x Welcome to the System Manager Software Setup program This program will install System Manager Software on your computer It is strongly recommended that you exit all Windows
102. w alarms Keep in mind that a large alarm log file will slow your system down during startup The first Alarm Date Last Alarm Date and Alarm Records lines include the period of time from the first to the last entry in the alarm log and the number of records currently included in it 3 In the Event Log Restrictions box click Total Events FIFO Enter the number of events that you want included in the event log SMS will only hold the number of specified events before it begins to write over the oldest events with new events Keep in mind that a large event log file will slow your system down during startup The first Event Date Last Event Date and Event Records lines include the period of time from the first to the last entry in the event log and the number of records currently included in it 1997 Square D All Rights Reserved 67 Bulletin 3080IM9602R11 97 Managing the Size of System Setup Data PLSystem mdb Database 68 There are three procedures that you can use to manage the size of the PLSystem mab file deleting setup data that is no longer used purging the alarm and event logs and backing up compacting the database Deleting Setup Data Examples of ways you delete unused data are when you remove devices functions or alarms that are no longer part of the system Remember that you cannot delete these items if they are in use or if they are assigned to a device For instructions on deleting individual setup informati
103. xit the program Install the security key as described above and restart Planning the Installation There are several factors that you must consider before you attempt to install SMS You must take into account hardware issues such as how many computers you will be using and how they will connect with devices You also need to determine naming conventions routing and device numbers for hardware For additional information about designing your system refer to the Power Monitoring and Control System Planning Guide order no 3000CT9601 A pdf copy of this manual is in the Documents folder on the installation CD 1997 Square D All Rights Reserved 11 Bulletin 3080IM9602R11 97 System Architecture Ethernet Gateway e Sc S E Client PCs Im a Ethernet Gateway a a a d L 38 Internet S Sieg net Modems to from ug Modem to a remote sites oe eee laptop at er _ i eg remote site ee _ a k ey _ ee Modem to SS e KS SG remote device gt N POWERLOGIC network Si ES Network Server Local device network remote device network 12 The figure above gives a simplified illustration of the parts of the SMS 3000 system The Server The POWERLOGIC network server communicates with monitoring device
104. your PC can support without affecting performance A client can reside on the PC with the server server and client installation but you can also distribute clients around your LAN The POWERLOGIC network server tracks the number of installed applications with unique serial numbers For each client application the server allows one SMS and one DDE server to connect The DDE server can be installed on any PC independent of either the POWERLOGIC network server or any client Interactive Graphics GFX and the DDE server are separate clients The DDE server must be installed on each PC that will receive DDE data To ensure that the POWERLOGIC network server registers clients and correctly counts client connections there are several steps that must be followed before or during client installation These steps are covered in the New Installation Client section later in this chapter The Database SMS data is stored in two separate databases System setup information including the alarm and event logs is stored in the PLSystem mdb file default location is SMS 3000 gt Database This database should be installed on the same PC as the POWERLOGIC network server However if there are multiple clients client computers will need access to the database information Thus the database drive must be a shared drive See What You Should Know Before You Begin in chapter 1 or the Windows NT documentation if you need help in sharing the database dri
105. yping user access information be sure to study the needs of your facility and the operators who will work with SMS These factors will help you determine the access needed by each user Adding User Accounts Before adding any new users you must first have been assigned user access To add a new user do the following 1 On the Setup menu click Administrative gt User Accounts SMS displays the User Accounts dialog box User Accounts Level m 1 Cancel 10 Warehouse I Add es Configure Delete Help Note that SMS assigns three default accounts They are Username Password master master engineer engineer operator operator In addition there will be the account that you added during SMS installation Once you have added the user accounts that you need for your system you will not need to use these default accounts To ensure security it is a good idea to delete them For instructions see Deleting User Accounts at the end of this section 1997 Square D All Rights Reserved 59 Bulletin 3080IM9602R11 97 Chapter 5 Working with User Accounts SMS 3000 Access Levels Level Create System Create GFX edit Create Custom Table Open Set Up System Save Workspace Export Online System Offline System Open Workspace Print Print Setup Exit Server Set Up PC Interface Set Up Devices Custom Quantity Set Up Groups Set Up Logging Set Up Functions Alarms Set Up Controls Set Up U

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