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SIMATIC Energy Manager Basic V7.

2 - Operation 1
Introduction

Basics 2

Data analysis 3
SIMATIC
Manual data acquisition 4
SIMATIC Energy Manager Basic V7.2 Configuration of the analysis
5
objects
- Operation
Project configuration 6
Operating Manual

Settings 7

Service Cockpit 8

Reference 9

01/2020
A5E45273397-AC
Legal information
Warning notice system
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.

DANGER
indicates that death or severe personal injury will result if proper precautions are not taken.

WARNING
indicates that death or severe personal injury may result if proper precautions are not taken.

CAUTION
indicates that minor personal injury can result if proper precautions are not taken.

NOTICE
indicates that property damage can result if proper precautions are not taken.
If more than one degree of danger is present, the warning notice representing the highest degree of danger will
be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to
property damage.
Qualified Personnel
The product/system described in this documentation may be operated only by personnel qualified for the specific
task in accordance with the relevant documentation, in particular its warning notices and safety instructions.
Qualified personnel are those who, based on their training and experience, are capable of identifying risks and
avoiding potential hazards when working with these products/systems.
Proper use of Siemens products
Note the following:

WARNING
Siemens products may only be used for the applications described in the catalog and in the relevant technical
documentation. If products and components from other manufacturers are used, these must be recommended
or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maintenance are required to ensure that the products operate safely and without any problems. The permissible
ambient conditions must be complied with. The information in the relevant documentation must be observed.

Trademarks
All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication
may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and software
described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the
information in this publication is reviewed regularly and any necessary corrections are included in subsequent
editions.

Siemens AG A5E45273397-AC Copyright © Siemens AG 2020.


Division Digital Factory Ⓟ 12/2019 Subject to change All rights reserved
Postfach 48 48
90026 NÜRNBERG
GERMANY
Table of contents

1 Introduction ................................................................................................................................................ 8
1.1 Security information ..................................................................................................................8
1.2 Note on the EU General Data Protection Regulation (GDPR) .................................................8
1.3 Why we need energy management ..........................................................................................9
1.4 What can Energy Manager Basic contribute to the topic of energy management? .................9
1.5 Areas of application ................................................................................................................10
1.6 Preface ....................................................................................................................................10
2 Basics ...................................................................................................................................................... 11
2.1 Introduction .............................................................................................................................11
2.2 Login .......................................................................................................................................14
2.3 Definition of home page ..........................................................................................................17
2.4 Navigation ...............................................................................................................................19
2.5 Consumers and structured view on the web ..........................................................................21
2.6 Quicklinks ................................................................................................................................23
2.6.1 Creating Quicklinks in the Web...............................................................................................23
2.6.2 Editing Quicklinks in the Web .................................................................................................26
3 Data analysis ........................................................................................................................................... 30
3.1 Folder ......................................................................................................................................30
3.2 Widget dashboards .................................................................................................................31
3.2.1 Overview of Widget Dashboards ............................................................................................31
3.2.2 Widget Dashboards for consumers ........................................................................................36
3.3 Online Monitoring ....................................................................................................................39
3.4 Reports ...................................................................................................................................43
3.5 Diagrams .................................................................................................................................48
3.5.1 Overview .................................................................................................................................48
3.5.2 Configuring charts ...................................................................................................................56

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Table of contents

4 Manual data acquisition ........................................................................................................................... 59


4.1 Datapoints .............................................................................................................................. 59
4.2 Parameters............................................................................................................................. 61
4.3 Matrices.................................................................................................................................. 62
4.3.1 Overview ................................................................................................................................ 62
4.3.2 Configuring matrices .............................................................................................................. 64
4.4 Setting up mobile data acquisition with the SIMATIC Energy Manager app for iOS and
Android ................................................................................................................................... 66
4.5 Importing measured values.................................................................................................... 69
5 Configuration of the analysis objects ....................................................................................................... 72
5.1 Editing mode .......................................................................................................................... 72
5.2 Configuration tools ................................................................................................................. 74
5.3 Shortcut menu ........................................................................................................................ 75
5.4 Dashboards ............................................................................................................................ 77
5.4.1 Overview ................................................................................................................................ 77
5.4.2 Setting up dashboards ........................................................................................................... 77
5.4.3 Editing dashboards ................................................................................................................ 79
5.4.4 Cloning dashboards ............................................................................................................... 81
5.4.5 Deleting dashboards .............................................................................................................. 82
5.4.6 Widgets .................................................................................................................................. 83
5.4.6.1 Creating Widgets.................................................................................................................... 83
5.4.6.2 Editing widgets ....................................................................................................................... 86
5.4.6.3 Available widgets ................................................................................................................... 86
5.4.6.4 Widget configuration ............................................................................................................ 108
5.5 Reports................................................................................................................................. 131
5.5.1 Overview .............................................................................................................................. 131
5.5.2 Creating reports ................................................................................................................... 131
5.5.3 Editing reports ...................................................................................................................... 138
5.5.4 Deleting reports .................................................................................................................... 139
5.6 Diagrams .............................................................................................................................. 140
5.6.1 Overview .............................................................................................................................. 140
5.6.2 Creating charts ..................................................................................................................... 140
5.6.3 Editing charts ....................................................................................................................... 142
5.6.4 Deleting charts ..................................................................................................................... 143
5.7 Matrices................................................................................................................................ 144
5.7.1 Overview .............................................................................................................................. 144
5.7.2 Creating matrices ................................................................................................................. 144
5.7.3 Editing matrices.................................................................................................................... 146
5.7.4 Deleting matrices ................................................................................................................. 147
5.8 Folders ................................................................................................................................. 148
5.8.1 Overview .............................................................................................................................. 148
5.8.2 Creating folders .................................................................................................................... 148
5.8.3 Editing folders ...................................................................................................................... 150
5.8.4 Deleting folders .................................................................................................................... 151

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Table of contents

6 Project configuration .............................................................................................................................. 152


6.1 Overview ...............................................................................................................................152
6.2 Creating subfolders ...............................................................................................................154
6.3 Data source...........................................................................................................................156
6.3.1 Overview ...............................................................................................................................156
6.3.2 Creating data sources ...........................................................................................................158
6.3.3 Editing data sources .............................................................................................................160
6.3.4 Deleting data sources ...........................................................................................................161
6.3.5 Manual acquisition ................................................................................................................162
6.3.6 Derived data points ...............................................................................................................162
6.3.7 Data channels .......................................................................................................................163
6.3.7.1 Overview ...............................................................................................................................163
6.3.7.2 Creating data channels .........................................................................................................165
6.3.7.3 Creating an ASCII channel ...................................................................................................167
6.3.7.4 Create OPC DA, OPC HDA, OPC UA channel ....................................................................170
6.3.7.5 Creating an Energy Suite channel ........................................................................................174
6.3.7.6 Creating a WinCC channel ...................................................................................................177
6.3.7.7 Creating a Modbus TCP channel..........................................................................................179
6.3.7.8 Creating a Desigo CC channel .............................................................................................183
6.3.7.9 Editing data channels ...........................................................................................................185
6.3.7.10 Deleting data channels .........................................................................................................186
6.3.7.11 Data point - Administration ...................................................................................................187
6.4 Data point..............................................................................................................................190
6.4.1 Overview ...............................................................................................................................190
6.4.2 Creating data points ..............................................................................................................192
6.4.3 Configuration of the data points ............................................................................................193
6.4.3.1 Configuring general settings .................................................................................................193
6.4.3.2 Configuring interfaces ...........................................................................................................195
6.4.3.3 Configuring counters .............................................................................................................198
6.4.3.4 Configuring the plausibility settings ......................................................................................200
6.4.3.5 Configuring the compression settings...................................................................................202
6.4.3.6 Configuring replacement value strategies ............................................................................203
6.4.3.7 Configuring MindSphere settings..........................................................................................205
6.4.4 Editing data points ................................................................................................................206
6.4.5 Deleting data points ..............................................................................................................209
6.4.6 Recalculating derived data point...........................................................................................209
6.5 Parameters ...........................................................................................................................210
6.5.1 Overview ...............................................................................................................................210
6.5.2 Creating parameters .............................................................................................................212
6.5.3 Editing parameters ................................................................................................................214
6.5.4 Deleting parameters..............................................................................................................215
6.6 MEVA / KPI ...........................................................................................................................216
6.6.1 Overview ...............................................................................................................................216
6.6.2 Creating MEVAs / KPIs .........................................................................................................218
6.6.3 Editing MEVAs / KPIs ...........................................................................................................221
6.6.4 Deleting MEVAs / KPIs .........................................................................................................222

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Table of contents

7 Settings.................................................................................................................................................. 223
7.1 Overview of settings ............................................................................................................. 223
7.2 Mail settings ......................................................................................................................... 226
7.3 Account settings ................................................................................................................... 228
7.4 Web Client settings .............................................................................................................. 233
7.5 User management ............................................................................................................... 235
7.5.1 Overview .............................................................................................................................. 235
7.5.2 Creating users ...................................................................................................................... 237
7.5.3 Editing users ........................................................................................................................ 239
7.5.4 Deleting users ...................................................................................................................... 240
7.6 Units ..................................................................................................................................... 241
7.6.1 Overview .............................................................................................................................. 241
7.6.2 Creating units ....................................................................................................................... 243
7.6.3 Editing units.......................................................................................................................... 244
7.6.4 Deleting units ....................................................................................................................... 245
7.7 Alarm lists............................................................................................................................. 246
7.7.1 Overview .............................................................................................................................. 246
7.7.2 Editing alarm lists ................................................................................................................. 248
7.8 Backup ................................................................................................................................. 249
7.9 Regional settings ................................................................................................................. 251
7.10 Modbus device templates .................................................................................................... 253
7.10.1 Overview .............................................................................................................................. 253
7.10.2 Exporting Modbus device templates .................................................................................... 254
7.10.3 Creating a Modbus device template .................................................................................... 255
7.10.4 Editing a Modbus device template ....................................................................................... 256
7.10.5 Deleting a Modbus device template ..................................................................................... 256
7.11 Data provider........................................................................................................................ 257
8 Service Cockpit ...................................................................................................................................... 259
8.1 Overview .............................................................................................................................. 259
8.2 Navigation area .................................................................................................................... 260
8.3 Services ............................................................................................................................... 261
8.4 System ................................................................................................................................. 262
8.5 Installed software ................................................................................................................. 262
8.6 Log files ................................................................................................................................ 263
8.7 Gap recognition .................................................................................................................... 266
8.8 Troubleshooting with log files............................................................................................... 267
8.8.1 Kernel fault ........................................................................................................................... 267
8.8.2 Acquisition service error....................................................................................................... 268
8.8.3 Reporting service error ........................................................................................................ 269
8.8.4 Reporting service error ........................................................................................................ 270

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Table of contents

9 Reference .............................................................................................................................................. 271


9.1 Time unit abbreviations .........................................................................................................271
9.2 Unit conversion Energy/Power .............................................................................................271
9.3 Existing functional groups .....................................................................................................272
9.4 Available functional rights .....................................................................................................273
9.5 ASCII FTP formats ................................................................................................................282
9.5.1 ASCII FTP import interface ...................................................................................................282
9.5.2 APROL ..................................................................................................................................283
9.5.3 BDATA ..................................................................................................................................284
9.5.4 BDATA_XML_Format............................................................................................................285
9.5.5 DALOG .................................................................................................................................286
9.5.6 EXCELCSV ...........................................................................................................................287
9.5.7 EXCELCSVNODST ..............................................................................................................288
9.5.8 FREJA ...................................................................................................................................289
9.5.9 TextValue ..............................................................................................................................290
9.5.10 ZenOn ...................................................................................................................................290
9.6 Log files .................................................................................................................................291
9.6.1 Kernel ....................................................................................................................................291
9.6.2 Acquisition service ................................................................................................................296
9.6.2.1 Compression .........................................................................................................................296
9.6.2.2 Raw file provider ...................................................................................................................299
9.6.2.3 SinkDataImporter ..................................................................................................................299
9.6.2.4 Data deletion .........................................................................................................................299
9.6.2.5 Acquisition component Host .................................................................................................299
9.6.2.6 SQL provider .........................................................................................................................299
9.6.3 Calculation service ................................................................................................................300
9.6.3.1 Calculation service ................................................................................................................300
9.6.3.2 Recalculation ........................................................................................................................300
9.6.3.3 MEVA calculation ..................................................................................................................303
9.6.3.4 Counter calculation ...............................................................................................................303
9.6.3.5 Machine calculation ..............................................................................................................303
9.6.3.6 Calculation component host .................................................................................................303
9.6.4 Report Server........................................................................................................................304
9.6.5 MindUpload ...........................................................................................................................304
9.6.6 Tasks ....................................................................................................................................305
9.7 Cipher Suites ........................................................................................................................306
9.8 Counter value filtering ...........................................................................................................309
Index ...................................................................................................................................................... 311

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Operating Manual, 01/2020, A5E45273397-AC 7
Introduction 1
1.1 Security information
Siemens provides products and solutions with industrial security functions that support the
secure operation of plants, systems, machines and networks.
In order to protect plants, systems, machines and networks against cyber threats, it is
necessary to implement – and continuously maintain – a holistic, state-of-the-art industrial
security concept. Siemens’ products and solutions constitute one element of such a concept.
Customers are responsible for preventing unauthorized access to their plants, systems,
machines and networks. Such systems, machines and components should only be
connected to an enterprise network or the internet if and to the extent such a connection is
necessary and only when appropriate security measures (e.g. firewalls and/or network
segmentation) are in place.
For additional information on industrial security measures that may be implemented, please
visit (http://www.siemens.com/industrialsecurity).
Siemens' products and solutions undergo continuous development to make them more
secure. Siemens strongly recommends that product updates are applied as soon as they are
available and that the latest product versions are used. Use of product versions that are no
longer supported, and failure to apply the latest updates may increase customers' exposure
to cyber threats.
To stay informed about product updates, subscribe to the Siemens Industrial Security RSS
Feed visit (http://support.automation.siemens.com).

1.2 Note on the EU General Data Protection Regulation (GDPR)


Siemens adheres to the principles of data protection, in particular the principle of data
minimization (privacy by design). For this product, SIMATIC Energy Manager, this means:
The product processes/stores the following personal data:
User name, first name and surname, e-mail address, department, address, country, phone
number and user role. In addition, relevant changes to the configuration, such as data points,
MEVAs/KPIs, reports or changes to measured values are logged together with time stamps
and user information.
The above data is required for login, internal user administration (the authorized user can
see the role and status of other users) and audit trail.
The storage of data is appropriate and limited to what is necessary to identify the authorized
operators and to meet basic audit trail requirements.
The above data will not be stored anonymously or pseudonymized, as the purpose
(identification of the operating personnel) cannot be achieved otherwise. The data will be
used only within the product and will not be automatically passed on to third parties or
unauthorized persons.
Our product does not provide for automatic deletion of the above data.
Regarding cookies, please refer to the Siemens cookie guidelines
(http://www.siemens.com/cookie-policy-en).

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8 Operating Manual, 01/2020, A5E45273397-AC
Introduction
1.3 Why we need energy management

1.3 Why we need energy management


Energy costs take a substantial slice in the cost balance of many companies. However, it is
possible to significantly reduce this cost factor by optimizing energy consumption and taking
advantage of the benefits offered by the liberalized energy market. Investments in this
optimization process can be amortized on a short-term basis in many cases. Utilization of the
entire spectrum of energy cost reduction demands integrated system solutions: the range
covers the monitoring, analysis, and evaluation of the relevant energy and operational data,
as well as energy forecasts and optimization functions. Under the aspect of a continuous
adaptation process that is enforced based on requirements of the liberalized energy market,
it must be possible to adapt the systems used without considerable investment. The
following sections provide more arguments in favor of energy management.
● Rising energy costs.
● Only partial transparency across infrastructure processes, preventing an overall
assessment of all processes and media.
● Cost centers or cost units change continuously.
● The existing heterogeneous system environment poses high demands on interface
management.
● Equipment for automatic measurement data recording is not available in the relevant
areas.
● Poor transparency prevents further optimization of energy supply contracts.
● In many cases, energy costs represent an extremely high portion of unmanaged
production costs.

1.4 What can Energy Manager Basic contribute to the topic of energy
management?
Energy Manager Basic is the ideal entry-level solution for a comprehensive energy
management approach. Energy Manager Basic can be updated to Energy Manager PRO.
Thanks to its flexible scalability, Energy Manager PRO can serve both medium-sized
companies and large corporations with location-spanning requirements.
The interface management, which can be configured by the user, provides direct interfaces
to Siemens products such as OPC UA, WinCC, PCS 7, Modbus and Energy Suite. At the
interfaces, configuration synchronization of the data points is supported.
Functions for data plausibility checks and various substitute value strategies are available to
achieve a high-quality database.
Transparency of the energy flows in all types of media in a company is indispensable for
energy management. Energy Manager Basic is the ideal tool for calculating energy and
material balances as well as key figures that can be used to compare different processes or
even different operations.
Only the allocation of energy costs based on the cost-by-cause principle generates cost
transparency and increased awareness of the topic of energy costs. The Cost Center
Management tool of Energy Manager Basic maps cost centers and allocates consumption
accordingly based on distribution codes, area data, employees, or measured data.
It also enables the mapping of cost center changes during the year, as the calculation logic
and all changes are recorded. Reproducibility of report results is of particular importance in
this area. All changes made to the data are also recorded. This means that users can always
rely on the old data for their evaluations.
An automatic reporting system that is easy to configure forms a key factor that results in a
significant reduction of personnel workload. At the same time, the quality of the reports is
greatly improved.

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Introduction
1.5 Areas of application

1.5 Areas of application


Energy Manager Basic acts as a link between the process and office environments, focusing
on energy management in industry.

1.6 Preface

Purpose of this documentation


This documentation contains information pertaining to the functionality of Energy Manager
Basic. Energy Manager Basic is a functionally limited version of Energy Manager PRO Web.
The complete functionality of Energy Manager PRO Web is described in this manual. If a
function described in this manual is not available to the Energy Manager Basic user or only
partially available, this is indicated by user prompts in the appropriate place. The user
information a limited function of Energy Manager Basic do not apply to the Energy Manager
PRO user.
This documentation is aimed at plant managers, planners, and plant operators as well as
service and maintenance personnel.

Basic knowledge required


General knowledge in the fields of IT, automation engineering, as well as general electrical
engineering is indispensable for comprehension of this manual.

WARNING
Working with electrical systems
Energy Manager Basic does not exempt users from responsibilities with respect to the
handling of electrical systems.

Moreover, it is presumed that users have appropriate knowledge related to the use of
computers running on a Windows operating system.

Scope of this manual


This manual is valid for Energy Manager Basic.

Guides in the manual


The manual contains the following guides that support rapid access to the information you
require:
● A complete table of contents and a list of all tables are available in the opening section of
the manual.
● An overview of the topical contents is provided at the beginning of each chapter.

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Basics 2
2.1 Introduction

Overview
Energy Manager Web is a browser-based user interface for the Energy Manager energy
management system. Energy Manager PRO Web is used to access Energy Manager PRO
via the Internet/Intranet.
The administrator configures the data you may access in Energy Manager.

Note
Installation of Energy Manager Web
You can find information on the installation of Energy Manager Web in the installation
manual "Energy Manager - Installation", section "Setting up Energy Manager Web".

NOTICE
Secure connection between web client and web server
If you configure the connection between web client and web server, use only secure Cipher
Suites.
A list of secure Cipher Suites can be found in the reference under "Cipher Suites".

Login and logout


In order to work with Energy Manager Web, you need a user name, a password associated
with it, and rights to the data that you want to view.
For security reasons, a user is automatically logged out after a period of inactivity. The
duration of inactivity is configurable globally in the Web.config file or in Microsoft Internet
Information Services (IIS).

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Basics
2.1 Introduction

User interface of Energy Manager Web


The following figure shows the user interface of Energy Manager Web:

① Navigation area
In the navigation area, select the objects you want to view or edit. Use the menu or Quicklinks to navigate. The
navigation options available depend on your user rights.
② Detail area
In the detail area, Widget Dashboards and objects such as reports or charts are displayed. The selection in the
navigation area and the selected query type and observation period determine which objects are displayed.

Tasks in Energy Manager Web


Use Energy Manager Web to handle the following tasks:
● Viewing, configuring and creating:
– Reports
– Charts
– Matrices
– Widget Dashboards
– Folder

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Basics
2.1 Introduction

● Opening documents and uploading new documents in Energy Manager


● Viewing and editing energy efficiency measures
● Manual measurement data value acquisition
● Creation and configuration of data sources, data points, parameters and key performance
indicators
● Configuring the system settings

Note
Functionality of Energy Manager Basic
The configuration of energy efficiency measures and file management is not available in
Energy Manager Basic.

See also
Navigation (Page 19)
Login (Page 14)
Definition of home page (Page 17)
Configuration of the analysis objects (Page 72)
Manual data acquisition (Page 59)
Project configuration (Page 152)
Settings (Page 223)
Data analysis (Page 30)

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Basics
2.2 Login

2.2 Login

Overview
You can open the Energy Manager Web home page at the following URL:
● http://<Energy Manager Webserver>/EnMPROWeb
Contact your administrator to obtain the address or name of the
Energy Manager Web Server.
Energy Manager Web supports secure communication with the Energy Manager Web Server
via https. Your administrator can provide you with all information needed to use https
communication.
If you log into Energy Manager Web with Active Directory, check the following settings of the
web browser, if necessary:
● Microsoft Internet Explorer:
– "Internet options > Advanced > Security > Enable Integrated Windows Authentication".
● Mozilla Firefox:
– Enable the URL of Energy Manager Web in "about:config" of the web browser.
– Open Energy Manager Web via "Fully-Qualified Host Name".
You can find additional information in the section "Setting up Energy Manager Web" in the
installation manual "Energy Manager - Installation".

Procedure
1. Start an Internet browser and enter the appropriate URL .
The login page of Energy Manager Web opens.

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Basics
2.2 Login

2. If the "Single Sign On" option is activated for your user account or your user group, the
user name and password do not have to be entered. Click the "Windows logon" button
instead. You are then logged into Energy Manager PRO Web with your Windows user
name and your Windows password.

Note
Functionality of Energy Manager Basic
The ""Single Sign On" option is not available in Energy Manager Basic.

3. If the option "Single Sign On" is not activated for your user account, enter the user name
and password.
To do this, use your login information for Energy Manager.
4. Activate the "Remember user name" check box to save the login data for the next
authentication.
5. Select the language in the "Languages" drop-down list, if necessary. You can select the
following languages:
– German
– English
– Spanish
– French
– Italian
– Chinese
6. If you want to change your password, click "Change Password".
7. If you want to generate a temporary password, click "Password Lost".
The "Password Lost" page is opened.

8. Click "Login".

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Basics
2.2 Login

Result
You are now logged in to Energy Manager Web .

Changing passwords
You can change your Energy Manager password in the login dialog. To change it, you need
your current password or a temporary password.

Note
You will be separately notified via email regarding a password change. If you have received
such an email, without having changed your password, your user account may have been
hacked. Please contact your administrator in this case.

Forgot password
If you have forgotten your password, you can have a temporary password generated. The
temporary password will be sent by email to the email address that is stored in your
Energy Manager user account.
If you have received the email with the temporary password, click "Change password" in the
login dialog.

See also
Introduction (Page 11)
Creating users (Page 237)
Definition of home page (Page 17)

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Basics
2.3 Definition of home page

2.3 Definition of home page

Home page of Energy Manager Web


After logging into Energy Manager Web you automatically go to the home page of
Energy Manager Web. Use the Quicklinks or tree structure for navigation. Quicklinks are
links to frequently used objects. An overview of existing Quicklinks is available in the
navigation area under "Quicklinks". With the help of the tree structure you navigate through
the object and folder structures within your system. You open the tree structure by clicking
on "Tree" in the navigation area.
The following figure shows the home page of Energy Manager Web:

① Logo
The SIEMENS logo is set by default. You can select your own company-specific logo in the "Web Client settings".
② Menu bar
The menu bar consists of the following three menus:
• Home: Navigate through the folder and object structures with the help of the navigation area. Have the corre-
sponding folder contents and objects in the detail area.
• Configuration: Configure data sources, data points, parameters and MEVAs / KPIs as well as the system set-
tings.
• Data import: Import measured values of data points from a csv file.
③ Navigation area
In the navigation area, select the objects you want to view or edit. Use the menu items or Quicklinks for navigation.
The folder contents and objects that are available to you in the navigation area depend on your user rights and the
entry point of the respective user group in Enegry Manager Web.
④ "Enable edit mode"
Click on the Edit icon to enable edit mode. In editing mode you create new objects and configure created objects.
You also have the option of individually structuring your Energy Manager system.

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Basics
2.3 Definition of home page

⑤ Detail area
Folder contents and objects are displayed in the detail area. The selection in the navigation area determines which
objects are displayed.
⑥ User name and logout
• Displays the name of the logged in user.
• To log off from Energy Manager Web, click on the "Logout button".
⑦ Product name
The product name "Energy Manager Basic" or "Energy Manager PRO" is set by default. You can enter your indi-
vidual product name in the "Web Client settings".
⑧ Help and version information
• Online Help for Energy Manager: Forwards you to the online help of Energy Manager.
• About Energy Manager: Displays basic information about Energy Manager .
⑨ "Add Quicklink"
Create Quicklinks for frequently used objects by clicking on the "Add Quicklink" button. More information about
Quicklinks and creating Quicklinks can be found in the section "Quicklinks".

See also
Introduction (Page 11)
Login (Page 14)
Web Client settings (Page 233)
Importing measured values (Page 69)
Editing mode (Page 72)
Creating Quicklinks in the Web (Page 23)
Quicklinks (Page 23)

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2.4 Navigation

2.4 Navigation

Navigation via the menu


All objects enabled for Energy Manager Web are arranged according to the breadcrumb trail
method in the navigation area.
The following figure shows the navigation principle in the navigation area:

① Clicking on the menu item itself displays its structure in the navigation area as well as its content in the detail area
(in the example "Gas consumption OE 05"). All remaining menu commands on the same level are hidden.
Clicking on the arrow of a menu item opens and closes its structure again in the navigation area without updating
or reloading the content of the detail area. When you click on the icon of an object in the navigation area, its struc-
ture (e.g. data points used) is also opened and closed again in the navigation area without updating the detail area.
② You go back to the previous display by clicking on the parent menu command (in the example "Reports").

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2.4 Navigation

Navigation via Quicklinks


Quicklinks work like bookmarks in Internet browsers. Quicklinks gives you access to
frequently used objects. They are stored as tiles in the "Quicklinks" area.
You can specify a Quicklink as a home page in Energy Manager Web. The content of the
object to which the Quicklink refers is then displayed upon the next login.
Your personal Quicklink settings are stored and linked to your user account. This means that
your Quicklink settings are available on other PCs.

① Quicklinks
Design and name are copied by default from the object to which the Quicklink refers. You can edit the Quicklink by
clicking the Edit icon. You can change the order of the Quicklinks using drag-and-drop.
② Create a new Quicklink for a selected object.
③ Scroll through the Quicklink list
Scroll forward and backward through the Quicklink list using the "<" and ">" buttons. The points show the number
of pages in the Quicklink list.

See also
Introduction (Page 11)
Creating Quicklinks in the Web (Page 23)
Editing Quicklinks in the Web (Page 26)

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2.5 Consumers and structured view on the web

2.5 Consumers and structured view on the web

Requirement
● The Consumer functionality is licensed separately.

Overview
In Energy Manager Web, you have the option of having all consumers defined in the
Energy Manager PRO Client displayed by their location or their organization unit.

Procedure
1. If you want to display all consumers of a location, click the menu item "Geographical".
2. If you want to display all consumers of an organization unit, click the menu item
"Organisation".

Result
1. All consumers of a location are displayed.

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2.5 Consumers and structured view on the web

2. All consumers of an organization unit are displayed.

When you click on the icon of a location or organizational unit, the structure of the object
opens and closes in the navigation area. When you click on the writing of the object, the
related Widget Dashboard is displayed in the detail area. The administrator sets the
definition and configuration of this Widget Dashboard in the consumer templates.

See also
Navigation (Page 19)

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2.6 Quicklinks

2.6 Quicklinks

2.6.1 Creating Quicklinks in the Web

Overview
In Energy Manager Web you create Quicklinks to frequently used objects.

Requirement
● You have the functional authorizations "Create Quicklinks" and "Configure Quicklinks".

Procedure
1. In the navigation area, click the object for which you want to create a Quicklink, for
example, "Reports".
2. Click the "Add Quicklink" icon.

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2.6 Quicklinks

The "Edit Quicklink" configuration dialog opens.

3. To create the Quicklink, click on the "Save" button.

Result
The Quicklink is created as follows:
● The object name is adopted.
● The preset icons and background color are used.

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2.6 Quicklinks

Exception: Creating Quicklinks for reports


1. Select the required report in the navigation area and click the "Add Quicklink" icon.
The "Create new Quicklink" dialog opens.

2. If you want to create a Quicklink to the overview of the report, activate the option "Create
Quicklink to current view".
3. If you want to create a Quicklink to the latest result of the report, select the option "Create
Quicklink to latest element".
4. Select the required format, e.g. Excel or PDF.

If you select the Quicklink, the report opens in the selected format.
5. Edit the Quicklink as desired and save your entries.

See also
Definition of home page (Page 17)
Navigation (Page 19)
Reports (Page 43)
Editing Quicklinks in the Web (Page 26)

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2.6 Quicklinks

2.6.2 Editing Quicklinks in the Web

Overview
You can change the order of the Quicklinks in the "Quicklinks" area. If you no longer require
Quicklinks, you can delete the Quicklinks again. You can also customize the Quicklinks, for
example, by changing the background color or the icon.

Requirement
● You have the functional authorizations "Configure Quicklinks" and "Delete Quicklinks".

Change the sequence of the Quicklinks


1. Click on the menu item "Quicklinks".

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2.6 Quicklinks

2. To move a Quicklink, use drag-and-drop to place it at the required position.

The Quicklink is placed at the respective location.

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2.6 Quicklinks

Customize Quicklink
1. Click the Edit icon in the "Quicklinks" area above the required Quicklink.

The "Edit Quicklink" dialog box opens.

2. To rename the Quicklink, enter the desired name in the "Name" entry field.
3. To change the Quicklink icon, click on "Icon" and select the desired icon.
You can choose from 18 predefined icons.

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2.6 Quicklinks

4. To change the background color of the Quicklink, click on "Background color" and select
the required background color.

5. To specify the Quicklink as home page, select the "Choose Quicklink as home page"
check box.

Note
If you do not specify any Quicklink as homepage, the first Quicklink in the "Quicklinks"
area is used as homepage page.

6. Click on the "Save" button.

Delete Quicklink
1. Click the Edit icon icon above the desired Quicklink.
The "Edit Quicklink" dialog box opens.
2. Click the "Delete" button.
The Quicklink is deleted.

See also
Navigation (Page 19)
Creating Quicklinks in the Web (Page 23)

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3.1 Folder

Overview
In Energy Manager Web you can see all folders and their contents which were defined by
the administrator as an entry point for you. The available options depend on the user rights
of the respective user group to which you are assigned. The administrator configures the
user rights of the user groups in the Energy Manager PRO Client.

Note
Functionality of Energy Manager Basic
In Energy Manager Basic the following entry point is always used for the user:
"Energy Manager - Web".

View folder contents


1. Click on the entry point ("Energy Manager - Web") in the navigation area.
2. Click the folder whose contents you want to see.

Result
The content of the desired folder is displayed in the detail area. You can learn how to create,
edit and delete new folders in the section "Configuration of analysis objects" in the section
"Folder".

See also
Creating users (Page 237)
Creating folders (Page 148)
Folders (Page 148)

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3.2 Widget dashboards

3.2 Widget dashboards

3.2.1 Overview of Widget Dashboards


Widget Dashboards allow rapid visualization of a wide variety of plant data on a single page.
Widget Dashboards are designed for display in the Web or on mobile devices. For this
reason, only configure Widget Dashboards in Energy Manager Web. In the
Energy Manager PRO Client you can only create and delete Widget Dashboards.

Note
The functional authorization "Widgets/Dashboards - create, remove, configure" is required to
create, delete and configure a Widget Dashboard. In addition, the "view" authorization is
available for displaying and "configure" solely for the configuration.

Requirements
● The Widget Dashboard is created in Energy Manager.
● The Widget Dashboard is enabled for the user.

Display of Widget Dashboards


To open a Widget Dashboard in Energy Manager Web, click in the navigation area on the
corresponding Widget Dashboard. The Widget Dashboard is displayed in the detail area.

① Name of the dashboard


② Changing the observation period
③ Configuration of the Widget Dashboard
④ Display of the Widget Dashboard as a full screen

When you click on ④, the Widget Dashboard is displayed as a full screen.

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When you click on ③, you open the configuration mode of the Widget Dashboard.

① Add new widgets.


② Edit the settings of the Widget Dashboard.
③ Close configuration mode.

To create new widgets in the Widget Dashboard, click on the "Add Widget" button. For more
information on creating widgets, refer to the section "Creating widgets".
Click on the "Settings" button to configure the generally valid settings of the Widget
Dashboard. You can find additional information on configuring widgets in the section "Editing
Dashboards".
To close the configuration mode, click on ③.

Displaying widgets in the Widget Dashboard


The following figure shows a created and already configured Chart Widget in the
configuration mode of the Widget Dashboard:

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● Using the icon in the top left-hand corner, move the widget using drag and drop.
● Using the Edit icon in the top right-hand corner, open the configuration dialog of the
widget.
● Using the icon in the bottom right-hand corner, adjust the size of the widget using drag
and drop.
When you close the configuration mode of the Widget Dashboard, the widget is displayed in
the selected size and position in the Widget Dashboard. The following figure shows the
same Widget Dashboard in non-configurable mode:

● Using the magnifying glass symbol in the top right-hand corner, open the detail view of
the widget.
● With the Dashboard link icon to the right of the magnifying glass icon, change to the
Dashboard selected in the "General"tab ("Dashboard" drop-down list).
● With the CSV Export icon to the left of the magnifying glass icon, export the measured
values for a Chart Widget as a CSV file to the download directory of your Internet
browser. The export file is saved with the name "EnMPRO_dashboardname.csv".
With the exception of the following widgets, each completed widget shows the following
additional information in addition to the actual display.
● Report
● Text
● Image
● Map
● Alarmlist

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You can define the display information via the grey dots in the bottom part of the detail view
of the widget. The grey dots are also available in the normal view for the following widgets:
● Chart
● Duration Curve
● Sankey
● MVRA
In the detail view you can alternatively define the display information using the arrow buttons
on the right-hand and left-hand side of the widget.
The following additional information is available:
● Widget:
Displays the main information of the widget.
● History:
Displays the values of the data points as a chart in the defined observation period.
● Histogram:
Displays the values as a histogram with equal intervals. The display corresponds to the
histogram in the Energy Manager PRO Client. In addition, the statistical values minimum,
maximum, median, average and standard deviation are displayed. Values outside the
plausibility limits are not marked in the histogram.
● Regression:
Shows the correlation and regression analysis as well as the linear correlation as a
formula.
You can find out how to configure the individual widgets via the respective tabs in the section
"Widget configuration".

Changing the observation period


To change the observation period of the dashboard and the widgets contained therein, follow
these steps:
1. Click on the date of the Dashboard in the top part of the Dashboard.
The appointment calendar opens.
2. Select the (start) date and time.
3. Click the "Apply changes" button.
4. Click on the adjacent query type in the top part of the Dashboard.
A list with the selection of the query type opens.
5. Select the query type associated with the start time.

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The observation period of the Dashboard adapts to your settings. If you have selected the
check box "Use dashboard settings" in the configuration settings of the widgets as the query
type, the observation period of the widgets changes accordingly.

Note
If you have selected a particular date including query type in the configuration settings of a
widget, the observation period of the widget in question does not change.

See also
Widget Dashboards for consumers (Page 36)
Creating Widgets (Page 83)
Editing dashboards (Page 79)
Editing widgets (Page 86)
Dashboards (Page 77)
Widget configuration (Page 108)
Available widgets (Page 86)

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3.2 Widget dashboards

3.2.2 Widget Dashboards for consumers

Requirement
● The license for the Consumer functionality is available.

Overview
You have the option of creating Widget Dashboards for individual consumers as well as for
entire locations or organization units. The functionality of selecting associated datapoints and
MEVAs for consumers is available. When you assign a consumer to a consumer template in
the Energy Manager PRO Client and define a default Widget Dashboard, this Widget
Dashboard is displayed when you click on the consumer. You can then configure this Widget
Dashboard. More information about creating a consumer and a consumer template can be
found in the sections "Consumers and structured view "and "Consumer templates" in the
complete operating manual of Energy Manager PRO.
If you want to view the entire consumer structure in Energy Manager Web, copy the
consumer to the entry point defined for the user group.

Opening the Widget Dashboard for consumers


To open the Widget Dashboard for consumers, follow these steps:
1. In the navigation area, click under the menu item "Geographical" or "Organisation" on the
consumer whose Widget Dashboard you wish to display.

The default Widget Dashboard in the Energy Manager PRO Client is opened.
2. To open the configuration mode, click on the gear icon.

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3. In the "Data source" tab, select the check box "Consumer variable".
Only data points and MEVAs of the consumer are listed.

Note
If you create the Widget Dashboard at the geographical or organization unit level, the
data points and MEVAS of all consumers located below are available for selection. You
thus have the option of designing a Widget Dashboard as an overview of all consumers
of a location or an organization unit.

4. Select the data points and MEVAS you want to display in the widget.

5. Complete the configuration of the widget in accordance with section "Widget


configuration".
If you have created several Widget Dashboards for a consumer, the Widget Dashboards are
displayed in the tree structure of the navigation area below the consumer.

If you have selected a Widget Dashboard, change between the individual Widget
Dashboards by clicking one of the nodes visible at the bottom.

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3.2 Widget dashboards

Use of placeholders for designations


When configuring the Widget Dashboard you have the option of using placeholders. These
placeholders are replaced with specific names or descriptions. You can use the placeholders
in the title of the dashboard, in the title of a widget and in the widget "text" as well as in the
text itself.
You can use the following placeholders:
● {MACHINE_NAME} corresponds to the name of the consumer
● {MACHINE_DESCRIPTION} corresponds to the description of the consumer
● {MACHINE_PRODUCER} corresponds to the producer of the consumer
● {MACHINE_TEMPLATE} corresponds to the name of the consumer template
● {MACHINE_LOCATION} corresponds to the location of the consumer
● {MACHINE_BALANCING_GROUP} corresponds to the organization unit of the consumer
● {ORG_NAME} corresponds to the name of the organization unit
● {ORG_DESCRIPTION} corresponds to the description of the organization unit
● {LOCATION_NAME} corresponds to the name of the location
● {LOCATION_DESCRIPTION} corresponds to the description of the location
● {LOCATION_LOCATION} corresponds to the "Location" entry field in Location
Use the expressions including the curly brackets.

See also
Overview of Widget Dashboards (Page 31)
Setting up dashboards (Page 77)
Configuring the "Data Source" tab (Page 111)
Widget configuration (Page 108)

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3.3 Online Monitoring

3.3 Online Monitoring


Online Monitoring enables you to display data points of Modbus devices and OPC channels
in real time. The sections AUTOHOTSPOT and Creating OPC DA, OPC HDA, OPCUA
channels describe how to configure the Online Monitoring for Modbus devices and OPC
channels.
You can find all data points with Online Monitoring in the navigation field under the structure
"Web Konfiguration > Monitoring".

This folder structure is also adopted in the Energy Manager PRO Client. However, in Energy
Manager PRO Client you cannot make any changes to the objects in the folder "Monitoring".
To open Online Monitoring, click on the corresponding entry.

Configuration
Under "Configuration", configure the Online Monitoring. You can activate the following
functions for each data point:
● Display in chart: The corresponding data point is displayed in the Online Monitoring chart.
You can activate this function for a maximum of 10 data points at the same time.
● Archive data: The values of the data point are saved for Online Monitoring for 62 days.
Historical values are displayed in the chart only for these data points. When you
deactivate this function, already archived data are not deleted.

Note
A maximum of 1000 data points per acquisition component and a maximum of 25 data points
per device can be simultaneously archived.

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3.3 Online Monitoring

The data points are displayed in tabular form:

The table contains the following six columns:

Column Function
Name Name of the data point
Unit Unit of the value of the data point
Value Current value of the data point
This value is updated in the acquisition cycle of Online Monitoring.
Show in chart: If this option is selected, the corresponding data point is shown in the Online Moni-
toring chart:
Archive data If this option is activated, the values of the corresponding data point is saved for 62
days.

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Chart
The data points selected under "Configuration"are graphically displayed under "Chart".

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3.3 Online Monitoring

① Visualizing the data points


To observe a specific area, keeping the mouse pointer pressed draw a frame around the desired area.
To reset the display, click on the "Reset zoom" button at the top right-hand corner of the chart.
② Selection of the displayed time period
If you select a time period while the online mode is activated, the online mode is deactivated.
③ Online mode
While the online mode is activated, the current minute and the past 14 minutes are always displayed in the chart.
④ Legend
To hide a data point, click on the corresponding data point in the legend.
Click on the data point again to display it again.

Note
If you select a time period with a large number of measured values, loading the chart make
take a considerable amount of time.

See also
Creating a Modbus TCP channel (Page 179)

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3.4 Reports

3.4 Reports

Overview
Energy Manager PRO Web shows you the reports you configured in Energy Manager
PRO Client. You can also generate new reports in Energy Manager Web .

Note
Functionality of Energy Manager Basic
In Energy Manager Basic you can create reports only with the help of five predefined
templates. All the settings are predefined in these report templates.

The structure of a report result in Energy Manager Web consists of the following objects:

① Report
② Report results
③ "Options" tab

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3.4 Reports

The figure below shows the "Options" tab for a report:

① In this area, depending on the time range, you configure the query type and as needed addi-
tional settings, such as the use of a different calculation model.
② If the report contains configurable modules, each of these modules is displayed as a separate
area.

Report creation is based on the configuration for automatic reporting.

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Requirement
● The report has been created in Energy Manager .
● The report has been released for the current Web application.
● Microsoft Excel and PDF-Reader are installed on the PC.

Generating a report in the Energy Manager Web


1. To generate the report in Energy Manager Web , select the desired report and then click
the "Options" tab in the right window pane.
The "Options - Start report" dialog opens.
2. In the "Options" area, select a query type for the report.
3. Under "Start report - General parameters", specify the time range for the report.
4. Click "Advanced settings" to set the additional parameters for report generation.
5. In order to change the starting parameters for the modules that are used, select the
desired module on the left, and change the starting parameters as desired.
6. Click "Start".
The report is generated.
You can display or open the report.

Specifying additional parameters for the report (optional)


1. Click "Options" in the " Advanced Settings" dialog.
The advanced settings are displayed.
2. Disable "Current version" and select a date to define the measured value version for
evaluation.
All measured values generated prior to this date are evaluated.
The current date is activated by default.
3. Deactivate "Current model" and select a model date to define a calculation model for
evaluation of the report.
The report is evaluated by default based on the current calculation model.
4. Select the compression level in a report to evaluate the compression level values.
5. If necessary, select the required batch under "Batches".
6. Under "Country", select the desired country.
7. You can exclude the report from cyclic delete actions by activating "Retain report" option.
If you do not activate "Retain report", the delete job for evaluations will be performed
later.

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Editing module start parameters (optional)


1. Select the tab for the desired module.
2. Specify the query type and time range if you have activated the "Query interval at start"
option in the module configuration.
3. You can always edit the interval, as well as the high and low limit of configured module
start parameters.
The start parameters are derived from the module configuration.

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3.4 Reports

Displaying or opening a report in Energy Manager Web


1. To display the report as a preview in PDFformat in Energy Manager Web , click the report
result.
The report is displayed in the detail area.
2. To open the report in PDF format, click the "PDF" icon in the row with the report result.
The report is displayed in Acrobat Reader .
3. To open the report in Microsoft Excel , click the "EXCEL" icon in the row with the report
result.
The report is displayed in Microsoft Excel .

Note
If you change the result of the report, these changes are not saved in Energy Manager.

See also
Creating reports (Page 131)
Reports (Page 131)

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3.5 Diagrams

3.5 Diagrams

3.5.1 Overview
You use the Chart to display historical as well as current values. Use the chart for the
visualization of measurement series.
The Diagram or Chart functionality is available as a separate tab for the following objects:
● Data point
● Matrix
● Chart object

Chart tab for matrices and data points


With matrices and data points, the Chart tab is available immediately after a click on the
respective object. Configurations set in the chart, such as the number of displayed data
points and the query type, are stored automatically for the active user. The configuration is
saved with the object in the database. The selected time range is not stored. On a renewed
display of the chart the current time range is always displayed.

Own chart object


There is also a separate chart object that you can use to visualize up to ten data points
simultaneously. The configuration via the chart object is not referenced to a user. Thus it is
possible to make a preconfigured chart available to several users. Open the chart by clicking
on the corresponding chart in the navigation area.

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Structure of the Chart tab


The following figure shows the display of the chart in Energy Manager Web:

① Selection of the "Chart" tab


② Selection of the "Alarms" tab
③ Selection of the "Comments" tab
④ Selection of the "Values" tab
⑤ Data point with a warning
⑥ Name of the chart and displayed time period
⑦ Selection of the displayed time period
To change the time period, click on the arrow keys or . When you click , you open the time and date selec-
tion.
You can find more information about time and date selection below.
When the page is reloaded, the chart once again displays the time period specified by the configuration.
⑧ Selection of the displayed compression level
⑨ Exporting the chart
You can export the displayed chart in the following form:
• The values of the chart that are displayed at this time are saved as a file in "*.csv" format
⑩ Configuration of the chart
To open the "Data sources" tab of the configuration, click on .
To open the "General" tab of the configuration, click on .

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⑪ Visualizing the data points


To observe a specific area, keeping the mouse pointer pressed draw a frame around the desired area.
To reset the display, click on the "Reset zoom" button at the top right-hand corner of the chart.
⑫ Data points with legend
⑬ Data points outside of limits

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Date and time selection


The following figure shows the date and time selection.

① Selection of the displayed month


To display another month in the calendar, proceed as follows:
1. Click on the text with the month and year displayed.
2. Select a year.
3. Select a month.
To display the previous or next month, click the arrow buttons.
To select the current time period, click on .
② Selection of the displayed time period.
To display a time period on the chart, click a day in the calendar. The corresponding time peri-
od is selected automatically.
If you selected the Ad-Hoc query type, select the start and end of the custom time period.
③ Selection of the query type
To display a time period with a user-defined start and end on the chart, select the "Ad-Hoc"
option.
④ Selection of the time
This function is only supported with the "Ad-Hoc" query type.

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Adding comments
If you double-click a value in the diagram, the following dialog box opens:

① Time stamp of creation of the comment


② Comment (details hidden)
To display the details of the comment, click the comment.
③ Selected value
Count value of the selected value.
④ Time stamp of the selected value
⑤ "Show all" button
Click this button to show the details of all comments.
⑥ "New comment" button
Click this button to add a new comment to the selected value.
⑦ "Hide all" button
Click this button to hide the details of all comments.
⑧ "Delete" button
Click this button to delete the comment.
⑨ Author
Author of comment
⑩ Comment
Edit or write the comment in this input field.
⑪ "Save" button
Click this button to leave the dialog box and save the changes.
⑫ "Cancel" button
Click this button to leave the dialog box and not save the changes.

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Display of details in the chart


The figure below shows which details are displayed for the measured values of a
measurement series in the chart:

① Details
Move the mouse pointer over the corresponding measured value to display the details of a
measured value. The following information is included:
• Data point name
• Time stamp
• Value
• Comments
② Measured value with comment
Measured value with comments are marked with a hash character.
③ Measured value outside warning levels
Measured values which have exceeded the warning levels defined in the chart configuration
are marked with a yellow dot.
④ Data point outside limits
Measured values which have exceeded the limits defined in the chart configuration are marked
with a purple dot.

Note
If a value displayed as a column exceeds or falls below a limit or warning value, the entire
column is colored accordingly.

Note
If a series is displayed as a bar chart, the diamonds that show comments are not visible for
that series.

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Structure of the Alarms tab


A list with all the alarms for the shown period is displayed using the "Alarm" tab.
The display table consists of the following five columns:

Column Function
Name of the series Name of the data point relating to the message
Time stamp of meas- The time of measurement
uring point
Time stamp of creation The time of creation of the message
Level Message type
Comment Comment on the message
This comment is created automatically

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.
When you enter a text in the "Filter" text box, all columns are searched and the
corresponding entries are displayed in the display table. Delimitation of messages is
recommended when there is a large number of messages.

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Structure of the Comments tab


A list with all the comments for the displayed period is displayed using the "Comments" tab.

① Edit
To edit the selected comment, click on this button.
If you selected several comments, this button is disabled.
② Table with comments of the selected time period.
③ Filter function
When you enter a text in the "Filter" text box, all columns are searched and the corresponding entries are dis-
played in the display table. Delimitation of comments is recommended when there is a large number of comments.
④ Delete
To delete a comment, select the comment and double-click this button.
Multiple selection is possible.

The table contains the following four columns:

Column Function
Name of the se- Name of the data point relating to the comment
ries
Time stamp of Time stamp of the measurement
measuring point
Comment Content of comment
Author Author of comment

Values tab
You can find more information on the Values tab in the Matrices section.

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3.5.2 Configuring charts


Follow these steps to configure a chart:
1. Click on the chart in the navigation field.
2. To open the configuration dialog, click on .
3. Configure the tabs of the configuration dialog as described below.
4. Click the "Save" button.

Configuring the "General" tab


To configure the "General" tab, follow these steps:
1. Enter the name of the chart in the "Name" text box.
2. Enter the number of decimal places to be displayed in the detail field of a measuring point
in the "Decimal format" text box.
3. If you enable "Current date", the current time is always used as the basis for the query
type.
If you disable "Current date", a defined time is used as the basis for the query type.
In this case, select the time in the text box "From".
4. From the "Query type" drop-down list, select the type of the displayed time period.
5. From the "Compression" drop-down list, select the compression level to be displayed in
the chart.
6. If you enter a number other than zero in the "Offset" text box, the chart will not display the
selected time period. The displayed time period is shifted by offset times the cycle of the
query type. For example, if you have selected Month as the query type and an offset of -
2, the chart will display March instead of May.
7. If you enable "Use initial time stamp", the values at the beginning of your cycle are
displayed in the chart.
Background: The end time stamp is always used in the Energy Manager. End time
stamping means that all values get the time stamp at the end time of their cycle. This
means, for example, that the first daily value of a month is stamped at midnight on the
second day of the month. Accordingly, the last daily value of a month has a time stamp of
midnight of the first day of the following month. These values are also displayed in the
chart if you have not activated "Use initial time stamp".
8. To compare the time period displayed in the chart with another time period, enable
"Comparison", "Static" or "Dynamic".
If you have enabled "Static", select the start of the period to be compared from the
calendar under "From". This time period does not change.
If you have enabled "Dynamic", enter a number in the "Offset" text box. The period to be
compared is offset from the displayed period by a multiple of the cycle of the query type.
The function is the same as in step 6.

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Configuring the "Data sources" tab


To configure the "Data sources" tab, follow these steps:
1. To add a data point or MEVA/KPI, select the object from the "Select" drop-down list.
When you enter a term in the drop-down list, the displayed objects are filtered by that
term.
The only objects displayed in the drop-down list are of a type enabled under "Filter".
Alternatively, you can use the structure browser. To open the Structure Browser, click on
.

Note
You can display values in the chart that are stored locally on the acquisition component.
This data is deleted from the acquisition component 62 days after it is created and can
then no longer be displayed in the chart.

2. To configure a selected object for the chart, click on the object in the "Currently selected"
list.
You can enter an alternative name. If you enabled the option button in the corresponding
row, the alternative name or description of the object is displayed as the name of the data
series in the chart.
Under "Category", select the category of values to be displayed in the chart. The
conversion between energy/consumption and power/flow is made automatically.
From the"Function" drop-down list, select the type of values of the object are to be
displayed in the chart
3. To delete an object from the chart, click on .

Configuring the "Display" tab


To configure the "Display" tab, proceed as follows:
1. To configure the display of an object in the chart, click on the corresponding object.
2. From the "Color" drop-down list, select the color with which the values of the object are to
be displayed in the chart.
3. From the "Type" drop-down list, select the way in which the values of the object are to be
displayed in the chart.
4. From the "Y-axis" drop-down list, select the y-axis to which the object is assigned in the
chart.
5. If you disable "Visible", the object is not displayed in the chart.
6. If you enable "Stacked", all objects where this option is enabled and assigned to the
same axis are displayed stacked on top of each other.

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Configuring the "Limits" tab


To configure the "Limits" tab, follow these steps:
1. To configure the limits of an object's values on the chart, click on the object.
2. In the "Upper warning" text box, enter the numeric value of the upper limit.
3. In the "Upper warning" text box, enter the numeric value of the upper warning limit.
4. In the "Lower warning" text box, enter the numerical value of the lower warning limit.
5. In the "Lower limit" text box, enter the numerical value of the lower limit.
To successfully configure the limits, adhere to the following nonequivalence: Upper limit ≥
Upper limit warning ≥ Lower limit warning ≥ Lower limit

Configuring the "Axes" tab


To configure the "Axes" tab, proceed as follows:
1. To add a new y-axis, click on .
2. To configure an axis, click on the corresponding axis.
In the "Name" text box, enter the name of the axis. The name of the axis is displayed in
the chart.
In the "Lower limit" text box, enter the lowest numerical value on the axis that is displayed
in the chart. If you leave this box empty, the axis is automatically scaled.
With the "Area" display type, the chart is always displayed in the zero-point display.
In the "Upper limit" text box, enter the highest numerical value on the axis that is
displayed in the chart. This numerical value must be greater than the lowest numerical
value on the axis. If you leave this box empty, the axis is automatically scaled.
3. To delete an axis, click on .

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Manual data acquisition 4
4.1 Datapoints

Overview
A datapoint serves to store measured values. In Energy Manager PRO Web you can see all
the data points that were defined in the client under the entry point. Restrictions can exist
with regard to the user rights.

Procedure
1. Click on the data point whose value you want to display.

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4.1 Datapoints

2. Click 'Options' to select a time range.

Displayed datapoint

Options for the configuration of the datapoint display:

Display of limit violations


In order to see the defined high and low limits of the data point move the mouse pointer over the icon.
Viewing the details of a datapoint

See also
Creating data points (Page 192)
Data point (Page 190)
Configuration of the data points (Page 193)

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4.2 Parameters

4.2 Parameters

Overview
With a Parameter you can acquire a fixed value that is generally valid, or is limited by the
entry of a time range in its validity duration. You can, for example, define electricity or gas
prices for specific periods or specify conversion factors such as a CO2 conversion factor.
The entry of a parameter value in the Energy Manager PRO Client corresponds to the entry
in the Energy Manager Web.

Procedure
1. Click the parameter for which you want to enter or edit a value in the navigation area.
In the detail area you can see an overview of the configurable validity periods including
parameter value.
2. If you click the info symbol at the end of the line of a validity period, you can edit or delete
the validity period and the parameter value.

3. To define a new validity period including a parameter value, select the "Options" tab and
click "New parameter value".
The "New parameter value" dialog opens.
4. Select the validity period and enter the parameter value.
5. Click the "OK" button.

See also
Creating parameters (Page 212)
Parameters (Page 210)

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4.3 Matrices

4.3 Matrices

4.3.1 Overview
The matrix allows you to display both historical and current values as numbers in a table.
Besides that,
you change the values via the Matrix.
The matrix or value functionality is available as a separate tab for the following objects:
● Data point
● Matrix
● Chart object

Configuring the Values tab for data points and chart objects
For data points and chart objects, the Values tab page is available immediately after you
click on the relevant object. Value changes made in the matrix are automatically saved in the
data point. The selected time range is not saved. When the matrix is displayed again, the
current time range is always displayed. You cannot configure the matrix of these objects.

Layout of the Values tab


The following figure shows a representation of the matrix in the Energy Manager Web:

① Selection of the "Values" tab


② Selection of the "Chart" tab
③ Selection of the "Alarms" tab
④ Selection of the "Comments" tab
⑤ Selection of the displayed time period
To change the time period, click on the arrow keys or . By clicking on , you open the time and date selection.
You can find more information on time and date selection in the Charts section.
⑥ Selection of the displayed compression level

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⑦ Configuration of the matrix


To open the matrix configuration, click on .
⑧ Table with the values of the data points and the time stamps of the values.
⑨ Edit a value.
If you click on this button, the dialog opens where you can change the value.
You cannot change the entry of the "Sum" field in the dialog of a counter value.
You cannot change values of MEVAs/KPIs.

Chart, Alarms and Comments tabs


You can find more information on the Chart, Alarms and Comments tabs in the Charts
section.

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4.3 Matrices

4.3.2 Configuring matrices


To configure a matrix, proceed as follows:
1. Click on the matrix in the navigation field.
2. To open the configuration dialog, click on .
3. Configure the tabs of the configuration dialog as described below.
4. Click the "Save" button.

Configuring the "General" tab


To configure the "General" tab, follow these steps:
1. In the "Name" text box, enter the name of the matrix.
2. Enter the description of the matrix in the "Description" text box.
3. In the "Decimal places" text box, enter the number of decimal places displayed in the
matrix.
4. If you enable "Allow only data view", you cannot change any values in the matrix.
5. If you enable "Plausibility check", the values in the matrix that violate the plausibility limits
configured in the data point are highlighted accordingly.
6. If you enable "Transposed data presentation", the time stamps are displayed above the
columns and the data points above the rows.
7. If you enable "Current date", the current values are always displayed in the matrix.
8. If the "Current date" is not enabled, enter the time from which values are displayed in the
matrix in the "From" box.
9. From the "Query type" drop-down list, select the period to be displayed.
10.From the "Compression" drop-down list, select the compression level to be displayed.
11.If you enter a number other than zero in the "Offset" text box, the matrix will not display
the selected time period. The displayed time period is shifted by offset times the cycle of
the query type. For example, if you have selected the Month query type and an offset of -
2, the matrix displays March instead of May.
12.If you enable "Acyclic", the values are not assigned to a cycle. This option is useful for
matrices with data points without an acquisition cycle.
13.If "Acyclic" is disabled, select the cycle in which the values of the data points are
displayed from the "Cycle" drop-down list.

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Configuring the "Data Source" tab


To configure the "Data source" tab, follow these steps:
1. To add a data point, select the object from the "Select" drop-down list. When you enter a
term in the drop-down list, the displayed objects are filtered by that term.
The only objects displayed in the drop-down list are of a type enabled under "Filter".
Alternatively, you can use the structure browser. To open the Structure Browser, click on
.

Note
You can display values in the matrix that are stored locally on the acquisition component.
This data is deleted by the acquisition component 62 days after its creation and can then
no longer be displayed in the matrix.

2. To configure a selected object for the matrix, click on the object in the "Currently
selected" list.
You can enter an alternative name. If you enable the option button in the corresponding
row, the alternative name or description of the object is displayed as the name of the data
series in the matrix.
3. To delete an object from the chart, click on .

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4.4 Setting up mobile data acquisition with the SIMATIC Energy Manager app for iOS and Android

4.4 Setting up mobile data acquisition with the SIMATIC Energy


Manager app for iOS and Android

Overview
In addition to manual data acquisition in Energy Manager and Energy Manager Web, you
can acquire data manually using the SIMATIC Energy Manager App. With the Energy
Manager App you manually acquire measured values (e g. energy data),which are then
transferred to Energy Manager for further analyses. The measured values are synchronized
via encrypted communication (https) with Energy Manager. To acquire count values in the
Energy Manager App, you need a configured reading route. You configure this reading route
in Energy Manager. After logging into the Energy Manager App, the app downloads the
approved reading routes from Energy Manager and displays these reading routes. In
addition to the reading route, the app also applies the appropriately configured data points as
well as their main plausibility settings.

Note
Functionality of Energy Manager Basic
Mobile data acquisition is not available for Energy Manager Basic.

Requirements
● The user has the functional right "Matrix".
● The user has the functional right "Measurement".

Procedure
To configure a reading route for manual acquisition with the Energy Manager App, follow
these steps:
1. Create a Matrix object with a meaningful name.
You can find more information in the section "Manual acquisition with the matrix".
2. Create a data point of the "Counter" category below the matrix object:
You can find more information in the section "Creating a data point".
3. Create a valid counter for the data point.
You can find more information in the section "Configuring counters".
4. Define your limits below the plausibility settings of the data point.
You can find more information in the section "Configuring the plausibility".
5. Add the matrix object as a Quicklink.
You can find more information in the section "Quicklinks".

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4.4 Setting up mobile data acquisition with the SIMATIC Energy Manager app for iOS and Android

Result
The reading route for manually entering the counter values in the Energy Manager App is
configured. Quick links of the "Route" data type are available in the "Mobile acquisition"
interface of the app. If no Quicklinks have been created in Energy Manager yet, a message
appears in the app.
The following figure shows four Quicklinks from the Energy Manager App:

You can find additional information on the Energy Manager App including data acquisition
using the app in the "SIMATIC Energy Manager V1.0" manual.

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4.4 Setting up mobile data acquisition with the SIMATIC Energy Manager app for iOS and Android

See also
Creating Quicklinks in the Web (Page 23)
Creating data points (Page 192)
Configuring counters (Page 198)
Configuring the plausibility settings (Page 200)
Creating matrices (Page 144)

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4.5 Importing measured values

4.5 Importing measured values

Overview
In Energy Manager Web you have the option of importing measured values for one or more
data points in CSV format. A wizard guides you through the import procedure.

Note
If a timestamp is already present in a datapoint, the time stamp and its value are overwritten
during the import.

Note
• The decimal delimiter between the individual numbers in the import file depends on the
language with which you logged in to Energy Manager Web:
– German: The decimal places are separated from the integer with ","; "." is ignored.
– English: The decimal places are separated from the integer with "."; "," is ignored.
Login to Energy Manager Web in the language in which the import file was generated.
• The time stamp in the import file depends on the language with which you logged in to
Energy Manager Web:
– German: dd.MM.yyyy hh:mm:ss - 24-hour format
– English: MM/dd/yyyy hh:mm:ss - 12-hour format
The columns in the import file are separated by ";" in German and in English.

Requirements
● The data points are set up in Energy Manager .
● The measured values are available in a CSV file.
● The measured values are available in UTC time format.
● The interval between timestamps corresponds to the configured acquisition cycle of the
data point.

Procedure
To import measured values for one or more data point(s) in Energy Manager Web, follow
these steps:
1. Click on the icon for data import in the menu bar.

Note
The icon for data import is only available in the home area.

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4.5 Importing measured values

2. Click on the "Browse..." button in the detail area.

3. Select the required file.


The following figure shows the content of a valid import file.

Note
Make sure that the name of the data point in the CSV file and the name of the data point
in Energy Manager match.

The content of the selected file is automatically checked. The result of the check is
displayed.
4. To start the data import, click on the "Import data" button.

The result of the data import is summarized.

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5. If you want to view the imported data, click on the "Show imported data" button.
The values are displayed graphically on a separate web page.
6. If you want to save the summary as a file, click on the "Save Logfile" button.

Result
The measured values for the corresponding data point are imported.

See also
Login (Page 14)
Creating data points (Page 192)

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Configuration of the analysis objects 5
5.1 Editing mode

Overview
Manage your system structure in Energy Manager Web with the help of the editing mode.
The editing mode includes the shortcut menu and the configuration tools. In a similar way as
in the Energy Manager PRO Client, you create and configure folders and analysis objects
using the shortcut menu. The following objects, including folders, are analysis objects:
● Dashboards
● Reports
● Charts
● Matrices
● Folder
Move and rearrange the objects as you wish using the configuration tools.

Enable edit mode


To enable the editing mode, follow these steps:
1. Log in with your user name in Energy Manager Web.
The start screen of Energy Manager Web is displayed.
2. Click the navigation header "Tree" in the navigation area.
The Quicklink view changes to the tree view.
3. Click the edit icon ("Enable edit mode") in the navigation header of the navigation area.

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Result
The editing mode is enabled. Instead of the edit icon, the configuration tools of the editing
mode are displayed in the navigation header.

Note
You can only enable the editing mode in the home area of Energy Manager Web .

Disable edit mode


To close the editing mode, click on the "Disable edit mode" icon in the navigation area.

See also
Setting up dashboards (Page 77)
Creating reports (Page 131)
Creating charts (Page 140)
Creating matrices (Page 144)
Creating folders (Page 148)
Configuration tools (Page 74)
Shortcut menu (Page 75)
Definition of home page (Page 17)

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5.2 Configuration tools

5.2 Configuration tools

Overview
The configuration tools enable you to restructure objects in the navigation area within a
folder or to move objects to a different folder. Structural changes in
Energy Manager PRO Web are also adopted in the Energy Manager PRO Client and vice
versa.

Using configuration tools


To use the configuration tools, follow these steps:
1. Enable the editing mode.
2. Click in the navigation area on the object you wish to rearrange.
3. Click on the corresponding configuration tool in the navigation header.

The following table shows an overview of the existing configuration tools and their function:

Configuration tool Function


Move down Moves the selected object one position down in the navigation area. Move down is only possible
within a folder.
Move up Moves the selected object one position up in the navigation area. Moving upward is only possible
within a folder.
Cut Cuts the selected object from the current folder. You then insert the cut object at a different position
in the navigation area.
Copy Copies the selected object to the clipboard. You then insert the selected object at a different position
in the navigation area.
Paste Inserts the selected object at the last position of the new folder in the navigation area. Before you
insert the selected object in the new folder, you first have to select the new folder in the navigation
area.
Disable edit mode Closes the editing mode.

Note
Clicking the icon of an object in the navigation area opens the corresponding object
structure. To use an additional data point in a chart, for example, you thus open the object
structure of the chart and insert the data point below the chart.

See also
Editing mode (Page 72)

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5.3 Shortcut menu

Overview
Using the shortcut menu of the editing mode, create new objects and configure already
existing objects in Energy Manager Web. Newly created objects and object configurations in
Energy Manager PRO Web are also adopted in the Energy Manager PRO Client and vice
versa. The shortcut menu of the editing mode consists of the following menu commands:
● Edit
● Add dashboard
● Add report
● Add chart
● Add matrix
● Add folder

Open shortcut menu


To open the shortcut menu of the editing mode, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over a folder in the navigation area.
The shortcut menu is displayed on the right-hand side of the menu item.

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5.3 Shortcut menu

3. Click on the shortcut menu icon.


The shortcut menu of the editing mode opens.

Note
When you move the mouse pointer over a dashboard, a report, a chart or a matrix in edit
mode, an Edit icon is displayed on the right-hand side of the menu item instead of the
shortcut menu icon. When you click on the Edit icon, you open the corresponding
configuration dialog in which you configure the selected object.

See also
Editing mode (Page 72)
Configuration tools (Page 74)
Setting up dashboards (Page 77)
Creating reports (Page 131)
Creating charts (Page 140)
Creating matrices (Page 144)
Creating folders (Page 148)
Editing folders (Page 150)

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5.4 Dashboards

5.4 Dashboards

5.4.1 Overview
To visualize various measurement and plant data in a clear manner in Energy Manager
Web, you can create Widget Dashboards with the help of the shortcut menu. The data is
visualized in the dashboards via widgets. Widget Dashboards are designed for display in
Energy Manager Web or on mobile devices. For this reason, only configure Widget
Dashboards in Energy Manager Web.

5.4.2 Setting up dashboards

Requirements
● The folder has been created.
● The user has the functional right "Widgets/Dashboards - create, remove, configure".

Procedure
To create a new Widget Dashboard, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the folder in the navigation area in which you would like to
set up the Widget Dashboard.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the menu command "Add dashboard".

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Result
The new Widget Dashboard is set up in the selected folder of the navigation area.

See also
Editing mode (Page 72)
Shortcut menu (Page 75)
Editing dashboards (Page 79)
Deleting dashboards (Page 82)
Overview of Widget Dashboards (Page 31)
Creating Widgets (Page 83)

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5.4.3 Editing dashboards

Requirements
● The Widget Dashboard has been set up.
● The user has the functional right "Widgets/Dashboards - create, remove, configure" or the
functional right "Widgets/Dashboards - configure".

Procedure
To edit Widget Dashboards, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the Widget Dashboard in the navigation area that you
would like to edit.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit Dashboard" opens.

4. Enter the name of the Widget Dashboard in the "Name" entry field.
5. If required, enter an additional title of the Widget Dashboard in the "Title" entry field.
6. Select a "Background color", a "Header background color" and a "Header font color".
7. In order to use a custom background image, if required, click on the "Select file" button
and select the corresponding image.
The background image is positioned centrally and displayed unscaled. The maximum
size of the image is 2 MB.

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8. To display the current date of the widgets in the dashboard, select the "Current Date"
check box.

9. If you want to display a specific time period of the widgets in the dashboard, clear the
"Current Date" check box. Select the required date and time from the selection boxes.
10.Select the observation period of the data in the Widget Dashboard from the drop-down list
"Query type".
11.To save the configuration, click on the "Save" button.

Result
The configured settings generally apply for the entire dashboard. You can subsequently add
different widgets to the dashboard. More information on adding widgets to a dashboard can
be found in the section "Creating widgets". Settings which you configure in the configuration
dialog of the individual widgets are only valid for the widget in question.

See also
Setting up dashboards (Page 77)
Cloning dashboards (Page 81)
Overview of Widget Dashboards (Page 31)
Creating Widgets (Page 83)

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5.4.4 Cloning dashboards

Requirements
● The Widget Dashboard has been set up.
● The user has the functional right "Widgets/Dashboards - create, remove, configure".

Procedure
To clone Widget Dashboards, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the Widget Dashboard in the navigation area that you
would like to clone.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit Dashboard" opens.
4. Click on the "Clone" button.

Result
The Widget Dashboard is cloned with the general settings of the dashboard and all
associated widgets. The cloned Widget Dashboard is set up in the same folder in the
navigation area as the original Widget Dashboard. The name of the cloned Widget
Dashboards is made up of the name of the original Widget Dashboard and the ending
"Copy_0". When you clone a Widget Dashboard several times, the number at the end of the
name is incremented by 1, for example, from "Copy_0" to "Copy_1". You can then move the
cloned Widget Dashboard to the required position in your navigation structure with the
configuration tools.

See also
Editing dashboards (Page 79)

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5.4.5 Deleting dashboards

Requirements
● The Widget Dashboard has been set up.
● The user has the functional right "Widgets/Dashboards - create, remove, configure".

Procedure
To delete Widget Dashboards, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the Widget Dashboard in the navigation area that you
would like to delete.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit Dashboard" opens.
4. Click on the "Delete Dashboard" button.

Result
The Widget Dashboard is deleted from the system.

See also
Editing dashboards (Page 79)

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5.4.6 Widgets

5.4.6.1 Creating Widgets

Overview
With the help of widgets you display your plant and measurement data in a different way
depending on the widget. You have the option of inserting up to 32 widgets in a dashboard.
You can freely position the widgets within the Widget Dashboard and adjust their size. The
displayed values are updated in accordance with their cycle time and the query type of the
Widget Dashboard.

Requirement
● The user has the functional right "Widgets/Dashboards - configure" or
"Widgets/Dashboards - create, remove, configure".

Basic procedure
To create a widget in the Widget Dashboard, follow these steps:
1. Click in the navigation area on the Widget Dashboard in which you want to add a new
widget.
The Widget Dashboard is displayed in the detail area.
2. To enable configuration mode, click on the gear icon in the top right-hand part of the
detail area.
3. To add a widget, click on the "Add Widget" button.

① Add new widgets.


② Edit settings of the Widget Dashboard.
③ Close configuration mode.

The "Available Widgets" dialog window opens.


4. Click on the widget you wish to create.
The configuration dialog "Configure Widget" opens.

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5. Enter a meaningful name for the widget in the "Title" entry field in the "General" tab.

The input of a name is required.


6. From the drop-down list "Select a data point" in the "Data source" tab select the data
points that you want to use or display in the widget. You can enter the data points in the
entry field. After the first three letters, a corresponding selection list is proposed. By
selecting or clearing the check boxes "Data point", "Measuring Variable", "Parameter"
and "Consumer Variable" you further refine the search.

Selected data points are displayed in the "Currently selected" list.

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7. Click on the "Add Widget" button.

The "Edit" configuration dialog opens.

Note
When you have added the widget to the Widget Dashboard, you can configure the
remaining tabs of the widget. You can find out how to configure the tabs of the individual
widgets in the section "Widget configuration".

8. Click on the "Save Widget" button.

Result
The corresponding widget is created in the selected Dashboard.

See also
Setting up dashboards (Page 77)
Editing widgets (Page 86)
Overview of Widget Dashboards (Page 31)
Configuring the General tab (Page 108)
Configuring the "Data Source" tab (Page 111)
Available widgets (Page 86)
Widget configuration (Page 108)

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5.4.6.2 Editing widgets

Requirements
● The Widget Dashboard including widget has been set up.
● The user has the functional right "Widgets/Dashboards - create, remove, configure" or the
functional right "Widgets/Dashboards - configure".

Procedure
To edit widgets in a Widget Dashboard, follow these steps:
1. Click in the navigation area on the Widget Dashboard which contains the widget to be
edited.
2. Click on the gear icon in the top right-hand corner of the Widget Dashboard.
The configuration mode of the Widget Dashboard opens.
3. Then click on the edit icon in the top right-hand corner of the widget to be edited.
The widget configuration dialog opens.
4. Configure the widget via the individual tabs.
You can find out how to configure the individual tabs in the section "Widget
Configuration".
5. Click on the "Save Widget" button.

See also
Creating Widgets (Page 83)
Widget configuration (Page 108)

5.4.6.3 Available widgets

Overview
In the dialog window "Available widgets" you can create 15 different widgets. You can find
out how to open the dialog window "Available widgets" and add individual widgets to a
Widget Dashboard in the section "Creating Widgets".

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The following image shows you the available widgets:

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Depending on the widget, you can use one or more data points. The following table provides
an overview of the available widgets and the number of data points that you can use in the
respective widget.

Widget Individual data point Multiple data points


Gauge x -
Chart - x
Traffic Light x -
Value - x
Pie - x
Matrix - x
Image - -
Report x -
Text - -
Heat Map x -
Map - x
Sankey - x
Alarm list - -
MultiRegression - x
Duration curve x -

The "Image", "Text" and "Alarmlist" widgets are special cases and do not require any data
points.

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Gauge
The "Gauge" widget shows the value of the data point in a speedometer and displays the
configured warning limits, upper and lower limits in color.

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Chart
The "Chart" widget displays the data points in different graphs during the observation period.
If you are in the configuration mode of the dashboard, you can change the display (bar, line,
etc.) by clicking on a data point in the legend. You can change the color of the graph to be
displayed if a second X-axis exists. When you have configured the y-axes, you can adapt the
axis assignment of the y-axes.

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The second field shows different performance indicators and a histogram with the distribution
of values.

If you are not in configuration mode, you can highlight the data point by clicking on a data
point in the legend. If you have configured plausibility limits in the widget, these limits are
displayed in the graph. Warning levels are displayed as yellow lines, high and low limits are
displayed as red lines. Plausibility limits are not displayed in the histogram.

Traffic Light
The "Traffic Light" widget shows the values of the data points in one of the three traffic light
colors, depending on the defined limits. If you do not define any limits in the widget, the
traffic light always displays green or red.

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Value
The "Value" widget shows the name of the data points, their overall value and the associated
unit over the selected observation period.

Pie
The "Pie" widget shows the complete value of all data points of the observation period within
the semicircle. The individual sections of the pie chart show the percentage of the respective
data points. Clicking an individual section of the pie chart shows the value of the individual
data point within the semicircle. When you click on a data point in the legend, you can
change the display color of the corresponding data point.

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Matrix
The "Matrix" widget displays the values of the data points as a matrix with the corresponding
cycle time or time stamp. If you configure plausibility limits in the data point, violations of
warning levels are displayed in yellow, while violations of high and low limits are displayed in
red.

Image
Depending on the configuration, the "Image" widget shows the selected image either
centered in the original size or stretched across the entire length of the widget.

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Report
The "Report" widget displays the selected report. You can scroll forwards or backwards in
defined intervals in order to also have past periods or future periods displayed.
If there is no report available for the displayed period, the displayed image is grayed out.
Click on the image to create the report.
Two icons are available for downloading the report as an EXCEL or PDF file.

Text
The "Text" widget shows you the entered text in the widget. When you click on a link in the
widget, either the URL opens in the Internet browser or the e-mail program opens depending
on the link.

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Heat Map
The "Heat Map" widget shows you a graphical overview of the acquired measurement values
at specific times of the day. You can individually configure the lower and upper limits. In this
way, you can track the time at which your defined limits were exceeded or undershot. When
displaying data, you can choose between display over 24 hours or over a week.
The figure below shows an example of a "Heat Map" widget. The measurement data
between noon and 6 p.m. lie for the most part in the lower value range.

See also
Configuring the Heat Map tab (Page 119)

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Map

Note
Functionality of Energy Manager Basic
The "Map" widget is not available in Energy Manager Basic.

The "Map" widget is ideal when you are managing several locations in one system. With the
"Map" widget you can see the geographical position of the locations on a map and view the
main, location-specific KPIs. You can also open two created, location-specific Widget
Dashboards. The focus of the map is always selected in such a way that all locations are
available. When you click on the Plus or Minus icon, you zoom into or out of the map.

Note
Open Street Map is used as the map. You therefore require an appropriate Internet
connection.

The figure below shows a "Map" widget of a Energy Manager system with several locations
in Germany:

To display your created locations in the widget, you have to enter the geographical
coordinates of the location in the location object in the Energy Manager PRO Client. Only
locations with valid coordinates are available for selection in the widget. You can determine
the coordinates using Google Maps, for example and copy them to the location object. Enter
the coordinates in the "Location" entry field. You must separate the two coordinates with a
blank space.

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Move your location objects (e.g. Berlin and Munich) under a higher-level location object
which represents your country.

You then have to assign the location object to the corresponding user group in the "Location"
text field using drag and drop.

See also
Configuring the Locations tab (Page 121)

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Sankey
The Sankey diagram can be used to show an energy flow diagram for a quick overview of
the overall energy situation. You define nodes in the Sankey diagram. You connect these
nodes with links (data points). You configure the color of the nodes in the settings. When you
click on a link, a tooltip shows you the consumption value of the corresponding link. If you
display different types of energy (media) in an energy flow diagram, you have to recalculate
the energy consumption of the medium to the primary energy which is needed for generation
of the medium. If a plant consumes, for example, electrical energy and compressed air, you
have to calculate the consumption of compressed air to the electrical energy required for
generating consumption. This correlation is defined via the scaling factor.
The figure below shows a Sankey diagram in which the total consumption of an example hall
is shown:

In addition to the graphical overall display, you see an overview of all the links in the 2nd tab
(Links). The values and the primary energy and the interconnection of the links are shown in
this view.

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You see an overview of all the nodes in the 3rd tab (Nodes). The corresponding balance
sums of input, output, difference and the relative deviation are displayed in this view.

When you click on the Info icon next to the numerical value, details of the scaling factor, for
example, are displayed. If several links go into or out of a node, the calculation of the value
is displayed.

See also
Configuring the Sankey tab (Page 123)

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Alarm list
The "Alarm list" widget displays KPI breaches. The data points whose limits have been
violated in the selected time window are listed in the overview display. In addition to the
name of the data point, the number of warnings and the number of violations are also
displayed. You can acknowledge all messages in this overview.
The figure below shows the overview of an alarm list with three limit violations:

When you click on the data point, the detail window opens. The detail window contains an
overview of the individual messages.

You can acknowledge each individual message or all messages at the same time in the
detail window.

See also
Configuring the Alarms tab (Page 125)

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MultiRegression

Note
Functionality of Energy Manager Basic
The "MultiRegression" widget is not available in Energy Manager Basic.

With the "MultiRegression" widget you determine the Baseline (theoretically calculated
value) of a specific value, for example, the theoretical energy consumption of a plant. If the
energy consumption is dependent on known variables, you can determine the theoretical
energy consumption. The correlation is determined via a linear regression analysis . In
addition to the pure calculation of the theoretical energy consumption, you can also display
the deviation of the actual energy consumption from the theoretical energy consumption.
This means you can evaluate the current energy situation taking into account the ambient
conditions and take appropriate measures in case of deviations. You can also forecast future
energy consumption with the model by integrating the influencing factors into the system in
the future. If the energy consumption strongly depends on the outdoor temperature, for
example, you have to integrate the outdoor temperature into the system in the future.
The "MultiRegression" widget is essentially an extension of the Chart widget. The first three
tabs correspond to the Chart widget. The actual and theoretical consumption is shown in the
4th tab (Baseline vs. Actual). When you enable the Forecast function, the Forecast is also
displayed based on the forecasted data of the influencing factors.

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The deviation between the theoretical and the actual energy consumption is shown in the 5th
tab (Deviation). When you enable the Forecast function, the deviation of the Forecast from
the actual consumption is displayed.

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In the 6th tab (Cumulative deviation) the deviation of the Baseline and the Forecast is shown
cumulatively.

If the Forecast function is enabled and the data points are assigned, the calculated model is
saved twice. Once for the Baseline Management and again for the Forecast. When the first
model is saved, data points derived in the Energy Manager PRO Client are created with a
measuring variable below the dashboard. The derived data points contain the following data:
● Measurement data for the baseline
● Deviation from actual consumption
● Forecast and deviation of the Forecast from the actual consumption

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In the following example, the Y data point is called "e_MVRA_y". The MEVAs used and
derived data points are automatically derived from the name.

For Baseline and Forecast, a separate derived data point is created with the ending
"baseline_deviation" and "forecast_deviation". This data point represents the deviation of the
actual values from the Baseline or the Forecast. When you subsequently change the name
of the Y data point, the names of the derived data points or measuring variables do not
change. You can also use the derived data points in other widgets, for example, in the
"Traffic Light" widget. If the deviation from the Baseline exceeds a particular value, the traffic
light changes to red.

See also
Configuring the Model Definition tab (Page 126)
Configuring the Model Overview tab (Page 129)

Duration curve
The "Duration Curve" widget shows you measurements for a particular time period in a
duration curve. The widget shows three types:
● Value-sorted duration curve
● Value-sorted duration curve of the n-highest values
● Hour-based representation of the n-highest values

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In the 1st tab (Widget), the duration curve is shown from the highest to the lowest values in
the observation period. The values are shown via the Usage hours. The statistics are
displayed at the top of the tab. In addition to the standardized statistics, Consumption and
Usage hours are also calculated. The Consumption includes the entire consumption in the
observation period. The Usage hours describe the relationship of the total consumption to
the maximum measured value.

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In the 2nd tab (Section) the duration curve of the n-highest values is shown in the
observation period. The number of measured values which you set in the "Display options"
tab determines the number n. The measured values are displayed via the number of
measured values n.

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In the 3rd tab (Scatter Plot), the n-highest values are shown hour-based on a daily cycle.
The time stamp of the measured values correlates with the hour-based x-axis. The
measured values are shown over 24 hours. The number of measured values which you set
in the "Display options" tab determines the number n.

See also
Configuring the Display options tab (Page 130)

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5.4.6.4 Widget configuration

Available tabs
You configure your created widgets using the available tabs.

Note
To configure the tabs, you need either the functional right "Widgets/Dashboards - Configure"
or the functional right "Widgets/Dashboards - Create, remove, configure".

Overview
The following table shows an overview of the configurable tabs per widget:

Widget Gen- Data Limits Y- Image Text Heat Locations Sankey Alarms Model Model Display
eral source Axis map Definition Overview options
Gauge x x x - - - - - - - - - -
Chart x x x x - - - - - - - - -
Traffic x x x - - - - - - - - - -
Light
Value x x - - - - - - - - - - -
Pie x x - - - - - - - - - - -
Matrix x x x - - - - - - - - - -
Image x - - - x - - - - - - - -
Report x x - - - - - - - - - - -
Text x - - - - x - - - - - - -
Heat Map x x - - - - x - - - - - -
Map x x - - - - - x - - - - -
Sankey x x - - - - - - x - - - -
Alarm list x - - - - - - - - x - - -
MultiRe- x x x x - - - - - - x x -
gression
Duration x x - - - - - - - - - - x

Configuring the General tab


The "General" tab is available to all widgets to a similar scope. In the tab you configure the
basic information of the widget as well as the date and query type of the display range. The
area "Date & Querytype" is not required with the widgets "Text", "Image" and "Report".
Instead, these widgets have corresponding tabs for entering a text or for selecting an image
or a report.

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Procedure
To configure the "General" tab, follow these steps:
1. Enter the name of the widget in the "Title" entry field.
The input of a name is required.
2. If you have created several Widget Dashboards, you can select a dashboard link from the
drop-down list "Dashboard". When you close the configuration mode of the dashboard,
the following icon is displayed in the top right-hand corner:

When you click on the icon, you change to the selected Widget Dashboard.
3. Enter the number of decimal places for displaying the data point values in the "Decimal
places" entry field.
Entry of the number of decimal places is required.

4. To adopt the date and the query type of the configured Widget Dashboard, select the
"Use dashboard settings" check box.
The selection of a particular timespan and the selection of a query type are deactivated.
5. To use a specific date and a specific query type, clear the "Use dashboard settings"
check box.
6. To display the current date, select the "Current Date" check box.
7. If you want to display a specific time, select the required start date with the associated
time from the "From" list.

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8. Select the required observation period linked to the date from the drop-down list "Query
type".

9. If required, enter the time offset for the start of the measured value series, for example,
change 00:00 to 08:00 in the "Offset" entry field.
10.Select the compression level of the measured values from the drop-down list
"Compression". By selecting the compression level you can compress, for example, the
cyclically recorded 15-minute values to hourly values.
11.If you enter a numerical value in the "Offset [s]" entry field, the measured values are only
updated after the duration entered has expired.

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12.When you select the "Timestamps left aligned" check box, the start time (timestamp) of
the measured values is displayed.

13.The "Comparison" area is only available in the "Chart" widget; you use it to display the
time comparison of the selected data point graphically. When you select the "Static"
check box, you set a fixed time range with the help of the entry field. When you select the
"Dynamic" check box, enter the time offset with regard to the query type for which the
comparison is used in the "Offset" entry field. A negative value jumps back to the past by
one time offset, a positive value jumps to the future.

Configuring the "Data Source" tab


You configure the "Data source" tab for almost all available widgets. In the tab, select the
data points you want to visualize in the corresponding widget.

Requirement
● The data points have been created.

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Procedure
To configure the "Data source" tab, follow these steps:
1. From the drop-down list "Select a data point" select the data points that you want to use
in the widget. You can enter the data points in the entry field. After the first three letters, a
corresponding selection list is proposed. By selecting or clearing the check boxes "Data
point", "Measuring Variable", "Parameter" and "Consumer Variable" you further refine the
search. Depending on the widget, you can select one or more data points for the display.

Selected data points are displayed in the "Currently selected" list.

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2. To configure further information of the selected data points, click on the corresponding
data point.
A drop-down list with additional setting options opens.

3. Select the "Title" check box to use the name of the data point in the display.
It is not possible to change the name in the adjacent entry field.
4. Select the "Alternative title" check box if you want to use an alternative name of the data
point in the display. Enter the name in the adjacent entry field.
5. Select the "Description" check box if you want to use the description of a data point in the
display.
It is not possible to enter a description. You enter the description text when creating a
data point.

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6. Select the display type of the values in the widget from the drop-down list "Category". The
drop-down list is only available for data point types of the category "Energy", "Power" or
"Count value".
You can choose between the following display types:
– Energy / consumption
– Power / Flow
– Counter (only available for acquisition category "Count value")
If you use a data point of the acquisition category "Energy / Consumption", for example,
and set the display type in the widget to "Power / Flow" the original energy values change
to the corresponding power values. The unit in the display of the widget also changes
accordingly, for example, from kWh to kW.

Note
If you change the display type, the unit of the y-axis does not change. The unit of the y-
axis is initialized with the first data point added. You set the unit of the y-axis in the "Y-
Axis" tab.

The conversion of the unit is always hour-related, for example, from J to J/h or from W to
Wh.
7. Select the information type which you would like to display from the drop-down list
"Function". You can choose from the following information types:
– sum: Shows the values from the "Sum" column of the measured value editor in the
defined observation period.
– min: Shows the values from the "Minimum" column of the measured value editor in the
defined observation period.
– max: Shows the values from the "Maximum" column of the measured value editor in
the defined observation period.
– avg: Shows the values from the "Average" column of the measured value editor in the
defined observation period.
– last value: Shows the values from the "Last value" column of the measured value
editor in the defined observation period.
The information type "avg" is automatically and unalterably enabled for the category
"Power / Flow" selected in step 6. The default setting for the "Energy / consumption"
category is the information type "sum"; the default setting for the "Counter" category is the
information type "last value". You can change both information types later.

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Configuring the Limits tab


The "Limits" tab is available in the following widgets:
● Gauge
● Chart
● Traffic Light
● Matrix
● MultiRegression
In the tab, define a validity range for the measurement data by setting limits.

Procedure
To configure the "Limits" tab, follow these steps:
1. Enter the limits for the alarm range in the "Lower limit" and "Upper limit" entry fields.
2. Enter the limits for the warning range in the "Lower limit warning" and "Upper limit
warning" entry fields.

Note
If you have already configured plausibility for a data point and have defined the limits for
the alarm and warning range, these entries are automatically adopted in the tab.

3. Select the corresponding colors for the areas "Violation", "Warning" and "Value".
4. In the case of a Gauge widget, enter the start of display or end of display in the "Min-
Range" and "Max-Range" entry field, respectively.

Note
The entries configured in the widget only apply to this widget and are not updated in the data
point. A change in the limits in the widget does not trigger a change in the plausibility settings
in the data point.

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Configuring the Y-Axis tab


The "Y-Axis" tab is available in the "Chart" and "MultiRegression" widgets. In the tab, add
additional y-axes in the chart. You can add up to five additional Y-axes. If you have added
more than one y-axis, you can delete y-axes that are no longer required by clicking on the
"Delete Y-Axis" button.

Procedure
To configure the "Y-Axis" tab, follow these steps:
1. Enter the name for the y-axis in the "Title" entry field. The unit of the data point measured
values is usually entered.
2. Enter the limits of the y-axis in the "Lower Limit" and "Upper Limit" entry fields.
3. Click on the "New Y-Axis" button to add an additional Y-axis.
A new Y-axis is created in the list.
4. Enter the title and limits again for the new Y-axis.

Note
In the widget, the title or the unit of the y-axis is initialized with the first added data point.

Note
When you do not enter any limits in the "Lower Limit" and "Upper Limit" entry fields, the y
axis is automatically adapted.

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Configuring the Image tab


The "Image" tab is available in the "Image" widget. With the tab you display a custom image
in the Widget Dashboard.

Procedure
To configure the "Image" tab, follow these steps:
1. Click on the "Select file" button.
2. Select the image you wish to upload.
3. In the right-hand side of the tab, select whether you want to display the image "Centered"
and in the same size or "Stretched".

Configuring the Text tab


The "Text" tab is available in the "Text" widget. With the tab you compose a custom text that
is displayed in the widget. You can also insert a URL link or an e-mail address with a
particular message text as text. When you click on the URL link after configuration, the page
is opened in your Internet browser. When you click on the e-mail link, your default e-mail
program opens to which the entered texts are copied.

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Procedure
To configure the "Text" tab, follow these steps:
1. Enter the required text in the text field. When entering the text you can choose from the
following functions for editing the text:
– Font
– Font size
– Text color
– Background color
– Bold
– Italic
– Strikethrough
– Delete formatting
– Insert/edit link
– Delete link
– Numbered list
– List

2. When you click on the "Insert link" icon, the dialog window "Link" opens.
3. To display a URL in the text field, select the menu command "URL" from the drop-down
list "Link type".
4. Select one of the available transfer protocols from the drop-down list "Protocol".
5. Enter a valid URL in the "URL" entry field.

6. To send a text via e-mail, select the menu command "E-mail" from the drop-down list
"Link type".
7. Enter the recipient's-mail address in the "E-mail address" entry field.

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8. Enter the subject in the "Subject line" entry field.


9. Enter the text message in the "Message text" entry field.

Configuring the Data Source Report tab


A special view of the "Data source" tab with the area "Reports" is available for the "Report"
widget. In the tab, select the report that is generated in the widget.

Requirement
● The report has been created.

Procedure
To configure the "Data source" tab of the "Report" widget, follow these steps:
1. Enter the report you wish to use in the widget in the "Select report" entry field. When you
enter a text in the entry field, a corresponding list of the reports is displayed.

Configuring the Heat Map tab


The "Heatmap" tab is available in the "Heat Map" widget. With the tab you set the limits and
the display of the measured values.

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Procedure
To configure the "Heatmap" tab, follow these steps:
1. Enter your individual limits for the measurement data in the "Lower limit" and "Upper limit"
entry fields. In this way you define a valid range for your measurement data. If you do not
enter any values in the entry fields, the maximum and minimum measured value is used
as the limit.
2. Select the display color of the measured values for the settings "Min values", "Normal
values" and "Max values".
3. If you want a daily display of the measurement data, select the "Day view" check box. For
a weekly display of the measured data, select the check box "Week view". With the "week
view" you can choose between display beginning on Monday or on Sunday.

See also
Heat Map (Page 95)

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Configuring the Locations tab


The "Locations" tab is available in the "Map" widget. With the tab you configure the location-
specific KPIs and dashboards you want to view from your system.

Requirements
● The location object with valid GPS coordinates has been created.
● The location object is assigned to the corresponding user group.
● The dashboards have been created.
● The KPIs have been created.

Procedure
To configure the "Locations" tab, follow these steps:
1. Select the locations for which you want to display the location-specific dashboards and
KPIs from the drop-down list "Select location".

Note
To display your created locations in the widget, you have to enter the geographical
coordinates of the location in the location object in the Energy Manager PRO Client. Only
locations with valid coordinates are available for selection in the widget. You can
determine the coordinates using Google Maps, for example, and copy them to the
location object. You must separate the two coordinates with a blank space.
In addition, you have to assign the location object to the corresponding user group.
You can find more detailed information on location selection in the "Map" paragraph of
the "Extended widgets" section.

The selected locations are displayed in the "Currently selected" list.


2. To select the location-specific dashboards and KPIs, click the corresponding location.
3. Select up to two dashboards to which you want to jump directly from the location tooltip
for each location in the drop-down list "Add dashboard".
4. Enter the name of the dashboard in the adjacent entry field.
5. Select up to five KPIs you want to display for each location from the drop-down list "Add
KPI".

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6. Click on the "Add KPI" button.

Note
You can configure up to 50 data points or KPIs in the "Map" widget.

7. When you click on the Delete icon, you remove KPIs which are no longer required.

See also
Map (Page 96)

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Configuring the Sankey tab


The "Sankey" tab is available in the "Sankey" widget. With the tab you configure the nodes
and data points which you use in the Sankey diagram.

Requirement
● The data points have been created.

Procedure
To configure the "Sankey" tab, follow these steps:
1. Enter the name of the node (media) you want to show in the Sankey diagram in the "Add
a node" entry field.
Use meaningful names for the corresponding nodes.
2. Click on the "Add node" button.

The node is added to the list "Current nodes".


3. Click on the name of a node and select a color.
4. From the drop-down list "Add a link" select the data points that you want to use in the
Sankey diagram.
5. To incorporate the data points in the Sankey diagram, click on the "Add link" button.

Note
You can configure up to 50 nodes and data points in the Sankey diagram.

The data points are displayed in the list "Current links".

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6. To link the data points with the corresponding nodes, click on the data points.

7. Select the incoming quantity flow of the respective data points from the drop-down list
"Source", and the outgoing quantity flow of the respective data points from the drop-down
list "Target".

Note
When linking the data points with the nodes you have to assign the "source" and "target"
of a data point to different nodes.

8. Enter a scaling factor in the "Scaling" entry field. The scaling factor is required for
recalculation to the primary energy in an energy flow diagram with different media.
9. You can remove nodes or data points which are no longer required from the Sankey
diagram with the help of the delete icon.

See also
Sankey (Page 98)

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Configuring the Alarms tab


The "Alarms" tab is available in the "Alarm list" widget. With the tab you manage the display
of message lists.

Procedure
To configure the "Alarms" tab, follow these steps:
1. Select the type of messages you wish to display from the drop-down list "Message type".
You can choose between "All", "Violation" and "Warning".
2. To only show unacknowledged messages, select the "All not acknowledged" check box.
3. To filter messages by a particular designation, enter the corresponding text in the "Free
text" entry field.

See also
Alarm list (Page 100)

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Configuring the Model Definition tab


The "Model Definition" tab is available in the "MultiRegression" widget. With the "Model
Definition" tab you define the data points to determine the Baseline and Forecast.

Requirement
● The data points have been created.

Procedure
To configure the "Model Definition" tab, follow these steps:
1. Select the data point whose Baseline you want to determine, for example, energy
consumption of a plant, from the drop-down list "Y-Values".
2. Select the data points which influence the y data point from the drop-down lists "X-
Values". You can select up to five data points.
3. If you want to use the Forecast function, select the "Model Parameters - Forecast" check
box.
4. In turn, select the corresponding x values from the drop-down lists.
The same number of parameters is required for the Baseline and the Forecast.

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5. With the help of the corresponding selection boxes, select the analysis time window in
which you want to analyze the selected data.

Note
No one-time special effects should exist in this time window, because they would
influence the result.

6. To eliminate spikes in the values from the calculation, select the "Ignore spikes" check
box.
The entry field in which you can enter a value is activated. The value 100% means that a
deviation greater than 100% between the calculated and actual y value is not included in
the calculation.

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7. Click on the "Calculate formula" to start the analysis.


The result is output with the "coefficient of determination" and the "F-Ratio". The
coefficient of determination specifies the correlation between the values. The coefficient
of determination lies between the value 0 and the value 1. In addition, the color adjusts to
the coefficient of determination:
– 0 - 0.3 No or little correlation (red)
– 0.3 - 0.6 Medium correlation (yellow)
– 0.6 - 1: Good or full correlation (green)
8. If the result shows a corresponding correlation, you can set the validity time of this model.
9. Click on the "Save event" button.
10.If the result shows a corresponding correlation, you can load a previously calculated
analysis by clicking on the "Load result" button.

See also
MultiRegression (Page 101)

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Configuring the Model Overview tab


The "Model Overview" tab is available in the "MultiRegression" widget. With the tab you see
an overview of the models defined in the "Model Definition" tab.

Procedure
In the "Model Overview" tab you cannot configure any parameters, but only delete models.
You delete models by clicking on the delete icon. Only the defined models are displayed in
the model overview. The date specifies the validity time of the model.

See also
MultiRegression (Page 101)

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Configuring the Display options tab


The "Display options" tab is available in the "Duration Curve" widget. With the tab, enter the
number of measured values you want to use for displaying the duration curves.

Procedure
To configure the "Display options" tab, follow these steps:
1. Enter the number of measured values you want to use for displaying the duration curves
in the "Amount of data for detail view" entry field.
The number of measured values is used for the display of the 2nd and 3rd tab in the
"Duration Curve" widget.

See also
Duration curve (Page 104)

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5.5 Reports

5.5.1 Overview
To evaluate measurement data in Energy Manager Web, you can create and configure
reports with the help of the shortcut menu. The creation of reports in Energy Manager Web is
based on report templates. You cannot configure these report templates in Energy Manager
Web, but only in the Energy Manager PRO Client. Newly created reports and configurations
on already existing reports in Energy Manager PRO Web are also adopted in the
Energy Manager PRO Client and vice versa.

5.5.2 Creating reports

Requirements
● The folder has been created.
● The data points, measuring variables and parameters have been created.
● The report templates have been configured.
● Users have been created.
● The user has the functional right "Report - create, remove, configure".

Procedure
To create reports, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the folder in the navigation area in which you would like to
create the report.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the "Add report" menu command.
The configuration dialog "New - Report" is opened.

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Configuring the "General" tab


1. Enter a meaningful name for the report in the "Name" text box.
The input of a name is required.

Note
Do not use Excel-specific expressions such as A1 or =FG14 during the report creation.
The report name cannot contain any special characters. The following characters are
permitted:
• A to Z
• a to z
• 0 to 9
• _
• Space

2. If required, enter a description of the report in the "Description" text box.


3. Select the display type of the name in the report from the drop-down list "Text type".
4. Select the appropriate country from the drop-down list "Country".

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5. Select the required report template from the drop-down list "Template". The following
report templates are available:
– Balance Calculates the total value of the selected data points, measuring variables
and parameters over the entire observation period of the report.
– Balance comparing In addition to the "Balance" template, it calculates the total value
of the previous observation period and that of the previous year.
– Protocol Returns the values of the selected objects in the selected interval within the
observation period.
– Protocol with from/to In addition to the "Protocol" template, it specifies the timestamp
with the start and end of the interval.
– Duration curve Sorts the values (from the largest to the smallest) of the selected
objects in the selected interval within the observation period.

The selection of a report template is required. The query types which you configured in
the report template are automatically adopted as query types.

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6. You have the option of selecting further query types from the drop-down list "Select query
type".
The selected query types are displayed in the overview list. The query type which you
configured in the report template is marked with the compression level "Entry values".
Added query types are displayed with "Dynamic values".

Note
The compression level "Dynamic Values" means that the calculation logic automatically
uses the best possible compression level for calculation.

7. To remove query types that are no longer required, click on the Delete icon.

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Configuring the "Data Source" tab


1. In the event of an interval configuration, select the corresponding time interval for each
existing query type on the left-hand side. Using the time interval you divide the
observation period into equally sized intervals.

2. Select the data points, parameters and MEVAs that you want to use in the report from the
drop-down list "Select a data point". You can enter the data points in the text box. After
the first three letters, a corresponding selection list is proposed. By selecting or clearing
the check boxes "Datapoint", "Measuring Variable" and "Parameter" you further refine the
search.
Selected data points are displayed in the "Currently selected" list.

Note
Object descriptions of Data points, Measuring variables and Parameters must not contain
Excel-specific expressions such as A1 or =FG14.
If you output the properties of objects in reports, do not use Excel-specific expressions in
the output properties.

3. You can change the sequence of the data points using drag and drop of the Move icon.
You must observe the sequence of the data points for module types.

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4. You can remove data points which are no longer required from the list by clicking the
Delete icon.

5. Repeat steps 1 to 4 for each selected module.

Configuring the "Automation" tab


1. To enable automatic report generation, select the "Start" check box.
2. To delay automatic report generation, enter the desired delay in the text box "Start report
after". Select the associated unit from the "Unit" drop-down list.

3. To automatically send the generated report to selected users via e-mail, select the "Send
per mail" check box.
4. Select the format of the report: You can choose between PDF and Excel format.
5. When you select the "Mail link to recipient" check box, a link with a URL is sent to the
recipient. When the recipient clicks on the link, the corresponding report is opened in the
Internet browser.
6. Select the users who will receive the report from the drop-down list "Select user". Only
users with an assigned e-mail address are displayed.
The recipients of the report are displayed in an overview list.

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7. To remove users from the list again, click on the Delete icon.

8. Repeat steps 1 to 6 for each selected query type.


9. Click on the "Save" button.

Result
The report has been created.

See also
Editing mode (Page 72)
Shortcut menu (Page 75)
Editing reports (Page 138)
Deleting reports (Page 139)
Creating users (Page 237)
Reports (Page 43)
Creating MEVAs / KPIs (Page 218)
Creating parameters (Page 212)
Creating data points (Page 192)

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5.5.3 Editing reports


Instead of selecting a report template when editing a report, you can export and import report
templates. You can edit and then reimport report templates which you export. You can also
import other saved report templates. The imported report template is used for the next report
generation.

Requirements
● The report has been created.
● The data points, measuring variables and parameters have been created.
● The report templates have been configured.
● Users have been created.
● The user has the functional right "Report - configure" or the functional right "Report -
create, remove, configure".

Procedure
To edit reports, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the report in the navigation area which you want to edit.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit - Report" opens.
4. You can configure all the settings again which you defined on creation of a report.
The input of a name is required.
5. To export report templates, click the "Export" button. You can open the report templates
directly or save the report templates. Saved report templates are exported to the standard
download directory of your browser as an .xlsm file.
6. To import report templates, click the "Import" button.
7. Select the report template you want to import.
The settings in the report template are adopted for the selected report.

Note
When you import a new report template for an existing report, the current configurations
are deleted and instead the configuration of the new report template is used.

8. Click on the "Save" button.

See also
Creating reports (Page 131)

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5.5.4 Deleting reports

Requirements
● The report has been created.
● The user has the functional right "Report - create, remove, configure".

Deleting a report
To delete reports, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the report in the navigation area which you want to delete.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit - Report" opens.
4. Click the "Delete" button.
5. Click the "Delete" button again to confirm the deletion process.

Result
The report is deleted from the system.

See also
Editing reports (Page 138)

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5.6 Diagrams

5.6 Diagrams

5.6.1 Overview
To graphically display measurement data in Energy Manager Web, you can create new
charts and configure existing charts with the help of the shortcut menu. Newly created charts
and configurations on already existing charts in EnergyManagerPROWeb are also adopted
in the Energy Manager PRO Client and vice versa.

5.6.2 Creating charts

Requirements
● The folder has been created.
● The data points have been created.
● The user has the functional right "Chart Object - create".

Procedure
To create charts, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the folder in the navigation area in which you want to create
the chart.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the menu command "Add chart".
The configuration dialog "New - Chart" opens.
5. Enter a meaningful name for the chart in the "Name" entry field.
The input of a name is required.

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6. If required, enter a description of the chart in the "Description" entry field.

7. Click the "Save" button.

Result
The chart has been created.

See also
Creating data points (Page 192)
Editing mode (Page 72)
Shortcut menu (Page 75)
Editing charts (Page 142)
Deleting charts (Page 143)

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5.6.3 Editing charts

Requirements
● The chart has been created.
● The data points have been created.
● The user has the functional right "Chart Object - configure".

Procedure
To edit charts, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the chart in the navigation area which you want to edit.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit - Chart" opens.
4. As with creating a chart, you can configure the name and description again.
The input of a name is required.
5. Click on the "Save" button.

See also
Creating charts (Page 140)

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5.6.4 Deleting charts

Requirements
● The chart has been created.
● The user has the functional right "Chart Object - delete".

Procedure
To delete charts, follow these steps:
1. Enable the editing mode.
2. In the navigation area, place the mouse pointer over the chart which you want to delete.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit - Chart" opens.
4. Click the "Delete" button.
5. Click the "Delete" button again to confirm the deletion process.

Result
The chart is deleted from the system.

See also
Editing charts (Page 142)

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5.7 Matrices

5.7 Matrices

5.7.1 Overview
To manually acquire measurement data in Energy Manager Web or define a reading route
for mobile data acquisition using the Energy Manager App, you need matrices. You create
matrices and configure them in Energy Manager Web. Newly created matrices and
configurations on already existing matrices in Energy Manager PRO Web are also adopted
in the Energy Manager PRO Client and vice versa.

5.7.2 Creating matrices

Requirements
● The folder has been created.
● The data points have been created.
● The user has the functional right "Matrix - create, remove, modify".

Procedure
To create matrices, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the folder in the navigation area in which you would like to
create the matrix.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the menu command "Add matrix".
The configuration dialog "New - Matrix" opens.
5. In the "Name" text box, enter the name of the matrix.
6. Enter a description of the matrix in the "Description" text box. This entry is optional.
7. Click on the "Save" button.

Result
The matrix has been created.

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5.7 Matrices

See also
Editing mode (Page 72)
Shortcut menu (Page 75)
Editing matrices (Page 146)
Deleting matrices (Page 147)
Setting up mobile data acquisition with the SIMATIC Energy Manager app for iOS and
Android (Page 66)
Creating data points (Page 192)

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5.7 Matrices

5.7.3 Editing matrices

Requirements
● The matrix has been created.
● The data points have been created.
● The user has either the functional right "Matrix - create, remove, modify" or the functional
right "Matrix - modify".

Procedure
To edit matrices, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the matrix in the navigation area which you want to edit.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit - Matrix" opens.
4. You can configure all the settings again which you defined on creation of a matrix.
The input of a name is required.
5. Click on the "Save" button.

See also
Creating matrices (Page 144)

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5.7.4 Deleting matrices

Requirements
● The matrix has been created.
● The user has the functional right "Matrix - create, remove, modify".

Procedure
To delete matrices, follow these steps:
1. Enable the editing mode.
2. In the navigation area, place the mouse pointer over the matrix which you want to delete.
The Edit icon is displayed in the right-hand area of the menu item.
3. Click on the editing icon.
The configuration dialog "Edit - Matrix" opens.
4. Click the "Delete" button.
5. Click the "Delete" button again to confirm the deletion process.

Result
The matrix is deleted from the system.

See also
Editing matrices (Page 146)

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5.8 Folders

5.8 Folders

5.8.1 Overview
To create a custom navigation structure in Energy Manager Web, create new folders and
configure existing folders with the help of the shortcut menu. Newly created folders and
configurations on already existing folders in Energy Manager PRO Web are also adopted in
the Energy Manager PRO Client and vice versa.

5.8.2 Creating folders

Requirement
● The user has the functional right "Folder - create, delete"

Procedure
To create folders, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the folder in the navigation area in which you want to create
a new folder.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the "Add folder" menu command.
The configuration dialog "New - Folder" opens.
5. Enter a meaningful name for the folder in the "Name" entry field.

The input of a name is required.


6. If required, enter a description of the folder in the "Description" entry field.
7. Enter the authority level for the folder in the "Authority level" entry field.
8. Click on the "Save" button.

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Result
The folder has been created.

See also
Folder (Page 30)
Editing mode (Page 72)
Shortcut menu (Page 75)
Editing folders (Page 150)
Deleting folders (Page 151)

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5.8 Folders

5.8.3 Editing folders

Requirements
● The folder has been created.
● The user has the functional right "Folder - configure".

Procedure
To edit folders, follow these steps:
1. Enable the editing mode.
2. Place the mouse pointer over the folder in the navigation area which you want to edit.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the menu command "Edit".
The configuration dialog "Edit - Folder" opens.
5. Configure the name, the description, if required, and the authorization level of the folder.
The input of a name is required.
6. Click on the "Save" button.

See also
Folder (Page 30)
Shortcut menu (Page 75)
Creating folders (Page 148)

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5.8.4 Deleting folders

Requirements
● The folder has been created.
● The user has the functional right "Folder - create, delete".

Procedure
To delete folders, follow these steps:
1. Enable the editing mode.
2. In the navigation area, place the mouse pointer over the folder which you want to delete.
The shortcut menu icon is displayed in the right-hand area of the menu item.
3. Click on the shortcut menu icon.
The shortcut menu opens.
4. Click on the menu command "Edit"
The configuration dialog "Edit - Folder" opens.
5. Click the "Delete" button.
6. Click the "Delete" button again to confirm the deletion process.

Result
The folder is deleted from the system.

See also
Editing folders (Page 150)

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Project configuration 6
6.1 Overview
In the "Project configuration" folder you create new data sources and data channels as well
as their processing calculations in Energy Manager Web. You can also configure already
existing objects.
You can configure the following acquisition and processing objects:
● Data sources
● Data points
● Parameter
● MEVAs / KPIs

Opening the project configuration


To open the "Project configuration" folder, follow these steps:
1. Click in the menu bar on "Configuration".

2. Click the menu item "Project configuration" in the navigation area.

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In the detail area you see an overview of the configurable objects in tile form.

The number of available objects is displayed in the bottom part of the tiles.

Note
Data points, Parameter and MEVAs / KPIs are only available in the configuration area in
Energy Manager Web if the following criteria are met:
• The object is linked at least once in the entry point of the user in the Web.
• The authority level of the object is lower than or the same as the authority level of the
user.
• The object and the user are assigned to the same domain.

3. To configure the respective object, click on the corresponding tile in the detail area. As an
alternative, you can click on the corresponding menu item in the navigation area.

Note
The folder structures are automatically created after the installation of Energy Manager and
cannot be deleted by the user. The structure of the configuration area is created in the
Energy Manager PRO Client under the path "System > Configuration > Web Configuration".

See also
Data source (Page 156)
Data point (Page 190)
Parameters (Page 210)
MEVA / KPI (Page 216)

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6.2 Creating subfolders

6.2 Creating subfolders


In Energy Manager Web you can create new subfolders in the "Data point", "Parameter" and
"MEVA / KPI" folders. When you create a new data point, parameter or KPI, you can select
the folder in which you want to create the object from the "Structure" drop-down list.

Requirement
● The user has the functional right "Folder - create, delete"

Procedure
To create a new subfolder, follow these steps:
1. Click on the "Configuration" icon in the menu bar.
2. Click the menu item "Project configuration" in the navigation area.
3. Place the mouse pointer in the navigation area either over the menu item "Data point",
"Parameter" or "MEVA / KPI".
The shortcut menu icon is displayed on the right-hand side of the corresponding menu
item.
4. Click on the shortcut menu icon.
The shortcut menu is opened with the menu commands "Edit" and "New".

5. Click on the menu command "New".


The configuration dialog "New - Folder" opens.

6. Enter a meaningful name for the folder in the "Name" entry field.
The input of a name is required.
7. If required, enter a description of the folder in the "Description" entry field.
8. Click on the "Save" button.

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Result
The new folder is created under the selected folder. You can create an additional folder in
the new folder using the same procedure. You can therefore create a structure of up to five
levels. Click on the menu command "Edit" in the shortcut menu to edit already created
folders.

Note
You cannot edit the automatically created "Data points", "Parameter" and "MEVAs / KPIs"
folders in this way.

See also
Creating parameters (Page 212)
Creating data points (Page 192)
Creating MEVAs / KPIs (Page 218)

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6.3 Data source

6.3 Data source

6.3.1 Overview
When configuring data sources you create new acquisition objects and data channels in
Energy Manager PRO Web. From these data channels you can create new data points per
data channel. Newly created data sources and changes to already existing objects in
Energy Manager PRO Web are also adopted in the Energy Manager PRO Client and vice
versa.

Note
Functionality of Energy Manager Basic
The creation of new data sources is not available in Energy Manager Basic. Only the
automatically installed data source is available.

When you click on the menu item "Data source" in the navigation area in the "Project
configuration" folder, the detail area "Acquisition - Administration" opens. The following figure
shows the detail area "Acquisition - Administration":

① "New" and "Edit" buttons: Creating and editing new data sources.
② Display table of existing data sources.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and displayed accordingly
in the display table. Delimitation of the data sources is recommended when a large number of data sources exist in
the system.
④ "Delete" button: Deleting created data sources from the system.

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Newly created data sources and already existing data sources in the system are displayed in
tabular form in Energy Manager Web. The display table consists of the following seven
columns:

Column Function
Selection You can select individual data sources and any number of data sources with the help of the check boxes.
Clicking on the check box in the column header selects all data sources. Clicking on the check box again
in the column header deselects all data sources again.
Name Shows the name of the data source.
Description Shows the description of the data source.
Status Shows the status of the data source. If the status of the data source shows "Active", data acquisition is
enabled. If the status of the data source shows "Inactive", data acquisition is not enabled.
Host name Shows the host name of the data source.
IP address Shows the IP address of the data source. Is assigned by the system itself.
GUID Shows the acquisition ID of the data source. Is assigned by the system itself.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Editing data sources (Page 160)
Deleting data sources (Page 161)
Overview (Page 163)

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6.3 Data source

6.3.2 Creating data sources

Note
Functionality of Energy Manager Basic
The creation of new data sources is not available in Energy Manager Basic.

Procedure
To create a new data source, follow these steps:
1. Click on the "New" button in the detail area "Acquisition - Administration" .
The configuration dialog "New - Acquisition" opens.

2. Enter a meaningful name for the data source in the "Name" entry field.
The input of a name with the prefix "h_" is required.
3. If required, enter a description of the new data source in the "Description" entry field.
4. Enter a meaningful host name in the "Hostname" entry field.
The input of a host name is required.
5. To acquire measurement data from the data source, enable the option "Active". The
status of the data source is therefore set to "Active" in the display table.
6. Click on the "Restart Kernel" button to restart the kernel.
7. Click on the "Save" button.

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Result
The data source is created under the "Data source" folder in the navigation area. The
corresponding object can be found in the Energy Manager PRO Client under the following
path: "System > Configuration > Web Configuration > Data sources". However, to acquire
measurement data from this data source and create data points, you must create data
channels for every data source afterwards. How to create data channels is described in the
section "Creating data channels".

Note
As soon as you create an additional data source or the data source runs on a different
computer than the Energy Manager Server, you have to connect the data source with the
server. You set up the connection via the 'Acquisition' user interface.

See also
Editing data sources (Page 160)

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6.3 Data source

6.3.3 Editing data sources

Requirement
● The data source has been created.

Procedure
To edit an already created data source, follow these steps:
1. Click on the data source to be edited in the display table.
2. Click the "Edit" button. As an alternative, place the mouse pointer in the navigation area
over the data source to be edited and click on the Edit icon.
The configuration dialog "Edit - Acquisition" opens.
3. Edit names, description and host names.
The input of a name with the prefix "h_" and the input of a host name is required.
4. Data acquisition is enabled when you enable the option "Active".
5. Click on the "Save" button.

Note
You can only edit single selected data sources.

See also
Overview (Page 156)
Creating data sources (Page 158)
Deleting data sources (Page 161)

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6.3.4 Deleting data sources

Requirement
● The data source has been created.

Procedure
To delete one or more data sources from the system, follow these steps:
1. Click on the data source to be deleted in the display table. You can also select one or
more data sources to be deleted with the help of the check boxes.
2. Click the "Delete" button.
3. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete individual data sources from the system in the configuration dialog "Edit -
Acquisition" by clicking the "Delete" button twice.

Result
The data source is deleted from the system.

Note
When you delete a data source, all the lower-level object links are deleted from the system.

See also
Overview (Page 156)
Editing data sources (Page 160)

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6.3.5 Manual acquisition


When installing Energy Manager, the "Manual acquisition" folder is automatically created in
the project folder "Data source", in which you can create, edit and delete manual data points.
The folder is not an acquisition object as such, but rather contains only an overview of all
manual data points. In the Energy Manager PRO Client you can find the folder under the
following path: "System > Configuration > Web Configuration> Data sources".
To open the "Manual acquisition" folder, click on the menu item "Manual acquisition" in the
navigation area under the "Data source" project folder. The following figure shows the detail
area "Data point - Administration" with an overview of all manual data points in the "Manual
acquisition" folder:

The display table with the columns contained there corresponds to the display table of the
other data sources.

6.3.6 Derived data points


When installing Energy Manager, the "Derived data points" folder is automatically created in
the project folder "Data source". You can create, edit and delete derived data points in this
folder. The folder is not an acquisition object as such, but rather contains only an overview of
all derived data points. In the Energy Manager PRO Client you can find the folder under the
following path: "System > Configuration >Web Configuration > Data sources".
To open the "Derived data points" folder, click on the menu item "Derived data points" in the
navigation area under the "Data source" project folder.
The display table with the columns contained there corresponds to the display table of the
other data sources.

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6.3.7 Data channels

6.3.7.1 Overview
To create data points in Energy Manager Web, and hence acquire measurement data, you
need data channels. You can create different data channels for each data source created.
Newly created data channels and changes to already existing channels in Energy Manager
PRO Web are also adopted in the Energy Manager PRO Client and vice versa. You can only
create the following channel types for data acquisition in Energy Manager PRO Web:
● OPC UA, DA, HDA
● WinCC
● Energy Suite
● Modbus / TCP
● ASCII
● Desigo CC

Note
Functionality of Energy Manager Basic
Only the automatically installed data channels are available in Energy Manager Basic.

When you click on a data source in the navigation area, the associated data channels are
displayed in the detail area in tabular form and in the navigation area under the data source.
The following figure shows the detail area "Channel management" with an overview of the
existing data channels of a data source:

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6.3 Data source

① "New" and "Edit" buttons: Creating and editing new data channels.
② Display table of existing data channels per data source.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and
displayed accordingly in the display table. Delimitation of the data channels is recommended
when a large number of data channels exist per data source.
④ "Delete" button: Deleting created data channels from the system.

Newly created channels and channels available per data source are displayed in tabular
form in Energy Manager Web. The display table consists of the following three columns:

Column Function
Selection You can select individual data channels and any number of data channels with the
help of the check boxes. By clicking on the check box in the column header you
select all data channels. Clicking on the check box again in the column header dese-
lects all data channels again.
Name Shows the name of the data channel
Type Shows the channel type.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Overview (Page 156)
Creating data channels (Page 165)
Editing data channels (Page 185)
Deleting data channels (Page 186)
Data point - Administration (Page 187)

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6.3.7.2 Creating data channels

Requirement
● The data source has been created.

Procedure
To create a new data channel, follow these steps:
1. Click on the data source in which you want to create a new data channel in the navigation
area under the "Data source" folder.
The detail area "Channel management" is displayed.
2. Click the "New" button.
The configuration dialog "New - Channel" opens.

3. Select the channel type from the "Source" drop-down list. You can choose from the
following channel types:
– Energy Suite
– Modbus / TCP
– OPC DA
– OPC HDA
– OPC UA
– WINCC
– ASCII
– Desigo CC
Depending on the channel type, you have to configure different settings.

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See also
Overview (Page 163)
Editing data channels (Page 185)
Data point - Administration (Page 187)
Create OPC DA, OPC HDA, OPC UA channel (Page 170)
Creating an Energy Suite channel (Page 174)
Creating a WinCC channel (Page 177)
Creating a Modbus TCP channel (Page 179)

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6.3.7.3 Creating an ASCII channel


With an ASCII channel you read data from ASCII file of a local system or an FTP server.
After successful configuration, transfer of the ASCII files from the directory to the Energy
Manager acquisition component is carried out automatically.

Requirements
If you obtain ASCII data from an FTP server, the following requirements apply:
● The acquisition component is logged in to the Energy Manager.
● The FTP server can be accessed.
● You have the access data for the FTP server.

Procedure
To create an ASCII channel, proceed as follows:
1. Enter a meaningful name for the new channel in the "Name" entry field.
The input of a name is required.
2. Select the entry "Ascii" from the "Source" drop-down list.

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3. Select one of the following entries from the "Type“ drop-down list:
– FTP
– SFTP (secure FTP)
– File (direct entry)

4. Enter the directory of the file in the "Path" entry field.


The source directory has to be specified.

Note
Ensure that there are no blank spaces in the source directory. Data acquisition is only
possible with a source directory without blank spaces.

5. Select the format of the file from the "Format" drop-down list.
6. If you have selected the type "FTP" or "SFTP", enter your access data in the entry fields
"User name" and "Password".
The access data is required.
7. Select the time interval in which the data is transmitted from the "Data transmission
interval" drop-down list. This selection corresponds to the cycle time of the IO buffer in
the Energy Manager PRO Client.

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8. Select the required data points in the navigation field.


9. Click the "Save" button.
To add a data point to the navigation field, proceed as follows:

1. Enter the name of the data point in the "Data point" entry field.
2. Enter the address of the data point in the ASCII file in the "Address" entry field.
You can find additional information on this in the entry on the corresponding file format in
the section ASCII FTP formats.
3. In the "Data type" drop-down list, select the data type.
4. Click the "Add" button.

Result
The ASCII channel with the selected data points is created under the data source.

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6.3.7.4 Create OPC DA, OPC HDA, OPC UA channel


You use the channel type "OPC" to retrieve the data provided by an OPC server. The data
channel "OPC UA" ("OPC Unified Architecture") is a specification for the transmission of
process values and archive data.

Security concept
The OPC UA server uses the TCP/IP protocol for data exchange. For authorization,
certificates are exchanged between server and client. In addition, you can encrypt the data
traffic.

Requirements
● The data source is logged in to the Energy Manager Server and activated.
● An OPC Server and/or an OPC Client is installed on the data source.
● An understanding of addressing and communication with OPC.
● The certificate exchange is provided for at the time that the interface is configured.

Procedure
To create an OPC channel, follow these steps:
1. Enter a meaningful name for the new channel in the "Name" text box.
The input of a name is required.
2. Select one of the following entries from the "Source“ drop-down list:
– OPC DA
– OPC HDA
– OPC UA
3. Enter the address of the OPC Server in the "OPC server name" text box.

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4. Click the "Connect" button.


The system checks whether there is a server connection. If a server connection exists,
the available servers are loaded to the "Data source" drop-down list. If there is no
connection, check your entries.
5. Depending on the selected OPC type, a distinction is made between the following three
cases for the option "Acquire historical data (HDA)":
– OPC DA: The option is not available.
– OPC HDA: The option is automatically enabled.
– OPC UA: You can enable the option. When you enable the option, you use the
functionality of an HDA channel. When you disable the option, you use the
functionality of a DA channel.
6. Select the aggregation function for an HDA channel or a UA channel with HDA
functionality from the "Aggregation" drop-down list.
The acquired values are aggregated depending on the selection. For example, if
"Average" is selected, the arithmetic mean of the reading interval is formed.
7. Select the time interval with which the data is cyclically transmitted from the "Data
transmission interval" drop-down list. This selection corresponds to the cycle time of the
IO buffer in the Energy Manager PRO Client.
8. If you want to use Online Monitoring, activate the option "Enable power monitoring". The
Online Monitoring is only available for OPC UA servers.

If you use Online Monitoring, you can create data points of the OPC server in a separate
folder structure for real-time monitoring.
Select the time interval in which the data is cyclically transmitted from the "Data
transmission interval" drop-down list.
Select the folder structure in which the data points are saved from the "Structure" drop-
down list. The folders must already exist and be part of the "Monitoring" structure.
For more information, refer to Online Monitoring in section "Online Monitoring".

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9. If the "Acquire historical data (HDA)" option is enabled, you can reload measurement data
as of a specific date. Enable the option "Override TSP settings" and select the date in the
"Retrieve data since" text field.

10.Select the server with the required data points from the "Data source" drop-down list You
have to select a "Siemens OPC UA" server.
11.Click the "Browse" button.

Note
When configuring the OPC UA server, activate at least one "Security policy" and its
associated "Security mode". Otherwise, the OPC UA server and the clients will
communicate insecurely.
During the first access to an encrypted OPC UA server instance a certificate for
encrypting the data is created. You have to accept this certificate individually in the
respective server product. You may have to perform this operation twice.
• Siemens SIMATIC NET V15: With the help of the "Siemens Communication Settings"
software in the "OPC UA certificates" menu command.
• Siemens WinCC TIA V15: Moving of the new certificates from the path "C:\Program
Files (x86)\SIEMENS\Automation\SCADA-
RT_V11\WinCC\opc\UAServer\PKI\CA\rejected\certs'" to "'C:\Program Files
(x86)\SIEMENS\Automation\SCADA-RT_V11\WinCC\opc\UAServer\PKI\CA\certs"

The available data points are loaded to the overview list.


12.Select the required data points from the available data points.

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13.If you have activated Online Monitoring, click the "Online Monitoring" tab. Select the data
points for Online Monitoring.
You can use these data points only for Online Monitoring. To be able to use the other
functions of Energy Manager with the data points of this server, create separate data
points in the usual folder structure.
14.Click on the "Save" button.

Result
The OPC channel with the selected data points is created under the data source.

Note
If you change the server address for an existing OPC UA server connection, restart the
KERNEL service via the Service Cockpit.

See also
Creating data channels (Page 165)

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6.3.7.5 Creating an Energy Suite channel


Data acquisition over the "Energy Suite" interface corresponds to the "OPC UA" interface.
The channel type "Energy Suite" also offers the advantage that information from the WinCC
archive of the Energy Suite is copied to Energy Manager. You therefore no longer have to
configure this information in the data points.

Security concept
The OPC UA server uses the TCP/IP protocol for data exchange. For authorization,
certificates are exchanged between server and client. In addition, you can encrypt the data
traffic.

Requirements
● The data source is logged in to the Energy Manager Server and activated.
● An OPC Server and/or an OPC Client is installed on the data source.

Procedure
Follow these steps to create an Energy Suite channel:
1. Enter a meaningful name for the new channel in the "Name" entry field.
The input of a name is required.
2. Select the entry "Energy Suite" from the "Source" drop-down list.

3. Enter the URL of the WinCC Professional OPC UA Server in the "Discover URL" entry
field.
4. Click the "Browse" button.
The system checks whether there is a server connection. If a connection to the server
exists, the existing archives are loaded to the "Data points" drop-down list. If there is no
connection, check your entries.
5. Select the time interval with which the data is cyclically transmitted from the "Data
transmission interval" drop-down list. This selection corresponds to the cycle time of the
IO buffer in the Energy Manager PRO Client.

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6. When you select the option "Override TSP settings", you can transmit the measurement
data again as of a specific date. Select the date in the "Retrieve data since" text field.

7. Select the required archive from the "Data points" drop-down list. You have to select a
"Siemens OPC UA" server.

8. Click "Connect".

Note
When configuring the OPC UA server, activate at least one "Security policy" and its
associated "Security mode". Otherwise, the OPC UA server and the clients will
communicate insecurely.
During the first access to an encrypted OPC UA server instance a certificate for
encrypting the data is created. You have to accept this certificate individually in the
respective server product. You may have to perform this operation twice.
• Siemens SIMATIC NET V15: With the help of the "Siemens Communication Settings"
software in the "OPC UA certificates" menu command.
• Siemens WinCC TIA V15: Moving of the new certificates from the path "C:\Program
Files (x86)\SIEMENS\Automation\SCADA-
RT_V11\WinCC\opc\UAServer\PKI\CA\rejected\certs'" to "'C:\Program Files
(x86)\SIEMENS\Automation\SCADA-RT_V11\WinCC\opc\UAServer\PKI\CA\certs"

All available data points are loaded from the archive to the overview list.
9. Select the required data points.
10.Click on the "Save" button.

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Result
The Energy Suite channel with the selected data points is created under the data source.

See also
Creating data channels (Page 165)

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6.3.7.6 Creating a WinCC channel


You use the "WinCC" interface to retrieve values from a process value log or compressed
log. You need a separate data channel for each log.

Note
Functionality of Energy Manager Basic
In Energy Manager Basic you can click the automatically installed WinCC channel directly in
the navigation area under the data source that was also automatically installed. To add a
new WinCC archive including the data points contained therein, click on the "Add archive"
button in the detail area. The configuration dialog "New - Channel" opens in which you define
the archive settings. For more information on creating a WinCC archive, refer to the sections
"Creating a WinCC channel" and "Data point - Administration".

Requirements
● The data source is logged in to the Energy Manager Server and activated.
● An WinCC Server and/or a WinCC Client is installed on the data source.
● WinCC projects are activated.

Procedure
To create a WinCC channel, follow these steps:
1. Enter a meaningful name for the new channel in the "Name" entry field.
The input of a name is required.
2. Select the entry "WINCC" from the "Source" drop-down list.

3. Click the "Connect" button.


The system checks whether there is a server connection. If a connection to the WinCC
server exists, the WinCC archives are loaded to the "Select archive" drop-down list.
4. Select the time interval with which the data is cyclically transmitted from the "Data
transmission interval" drop-down list. This selection corresponds to the cycle time of the
IO buffer in the Energy Manager PRO Client.

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5. When you select the option "Override TSP settings", you can transmit the measurement
data again as of a specific date. Select the date in the "Retrieve data since" text field.

6. Select the WinCC archive from which you want to create the data points from the "Select
archive" drop-down list.
7. Click the "Browse" button.

All available data points are loaded from the archive to the overview list.
8. Select the required data points.
9. Click on the "Save" button.

Result
The WinCC channel with the selected data points is created under the data source.

See also
Creating data channels (Page 165)
Data point - Administration (Page 187)

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6.3.7.7 Creating a Modbus TCP channel


You use the "Modbus" interface to retrieve data from measuring devices with Modbus
support and Ethernet interface, for example, SENTRON PAC measuring devices. The
"Modbus" interface supports the following two types:
● Modbus TCP
● Modbus RTU
All data points acquired by the SENTRON PAC 3200 / 4200 measuring devices are pre-
configured in Energy Manager. You define the addresses of the data points for all other
measuring devices using the associated operating instructions.

Note
Functionality of Energy Manager Basic
In Energy Manager Basic you can click the automatically installed Modbus TCP channel
directly in the navigation area under the also automatically installed data source. To add a
new device including the data points contained therein, click on the "Add device" button in
the detail area. The configuration dialog "New - Channel" opens in which you define the
device settings. For more information on creating a device, refer to the sections "Creating a
Modbus TCP channel" and "Data point - Administration".

Requirements
● The data source is logged in to the Energy Manager Server and activated.
● The TCP/IP connection data of the measuring device is known.
● The operating instructions of the measuring device are available.

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Procedure
Follow these steps to create a Modbus TCP channel:
1. Enter a meaningful name for the new channel in the "Name" entry field.
The input of a name is required.
2. Select the entry "Modbus/TCP" from the "Source" drop-down list.

3. Enter a meaningful device name in the "Device name" entry field.


The input of a device name is required. The device name is used on creation of the
channel for the IO buffer.
4. Enter the IP address and the associated port of the device in the in "IP address" and
"Port" entry fields.
5. Click the "Test connection" button.
The system checks whether there is a connection to the IP address entered. If there is no
connection, check your entries.
6. If this is a device with Modbus TCP interface, select the "TCP" check box. If the device is
of the Modbus RTU type, select the "RTU device" check box.
7. In the case of an RTU device you have to enter the address of the RTU device in the
"Slave address" entry field.
8. Select the time interval with which the data is cyclically transmitted from the "Data
transmission interval" drop-down list. This selection corresponds to the cycle time of the
IO buffer in the Energy Manager PRO Client.

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9. If you want to use Power Monitoring, select the check box "Enable power monitoring".

If you use Online Monitoring, you can create data points of the Modbus device in a
separate folder structure for real-time monitoring.
Select the time interval in which the data is cyclically transmitted from the "Data
transmission interval" drop-down list.
Select the folder structure in which the data points are saved from the "Structure" drop-
down list. The folders must already exist and be part of the "Monitoring" structure.
For more information on Online Monitoring, refer to the section "Online Monitoring".
10.If you want to use data points from a device template, select the "Template" check box.
The measuring devices PAC 3200 / 4200 are available in the template. If the template
does not contain your measuring device, select the "User defined" check box.

11.If you use a measuring device from the template, select the corresponding device from
the "Template" drop-down list.
All available data points from the template are loaded to the overview list.

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12.Select the data points you want to create.


13.You have to configure the following settings for the user-defined case:
– Select the type of data point from the "Data type" drop-down list.
– Enter the address of the data point using the operating instructions of the measuring
device in the "Register", "Count" and "Subregister" entry fields.
– If you want to acquire only positive measured values, enable the option "unsigned ".
– If the device uses big endian encoding, enable the option "Big Endian".
– To create the data points, click the "Add" button.
The data points are displayed in the overview list.
14.If you have activated Online Monitoring, click the "Online Monitoring" tab. Select the data
points for Online Monitoring.
You can use these data points only for Online Monitoring. To be able to use the other
functions of Energy Manager with the data points of this server, create separate data
points in the usual folder structure.
15.Click on the "Save" button.

Result
The Modbus TCP channel with the selected data points is created under the data source.

See also
Creating data channels (Page 165)
Data point - Administration (Page 187)

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6.3.7.8 Creating a Desigo CC channel


Use the interface "Desigo CC" to read out the data saved on a Desigo CC system via the
Desigo CC web service. Energy Manager supports Desigo CC V3.0.

Requirement
● The data source is logged in to the Energy Manager Server and activated.
● The Desigo CC web server is online and can be accessed.

Procedure
To create a Desigo CC channel, follow these steps:
1. Enter a meaningful name for the new channel in the "Name" entry field.

2. Select the entry "Desigo CC" from the "Source" drop-down list.
3. Enter the URL of the Desigo system in the "Desigo Server" entry field.

4. Enter your access data in the entry fields "User name" and "Password".
5. Select the interval in which the acquisition component acquires the values from the drop-
down list "Data transmission interval". This selection corresponds to the cycle time of the
IO buffer in the Energy Manager PRO Client.
6. In the entry field "Retrieve data since" you can define the time from which historical data
is retrieved.

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7. Click "Connect".
The system attempts to establish a connection. If a connection to the Desigo server
exists, the possible data sources of the server are loaded to the "System IDs" drop-down
list.
If a connection exists, the color of the plug on the "Connect" button is green.
8. Select the desired system ID from the "System IDs" drop-down list.
9. Click the "Browse" button.
All available data points from the data source are loaded to the navigation field.

10.Select the desired data points for the data acquisition.


11.Click the "Save" button.

Result
The Desigo CC channel with the selected data points is created under the data source.

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6.3.7.9 Editing data channels

Requirements
● The data source has been created.
● The data channel has been created.

Procedure
To edit an already created data channel, follow these steps:
1. In the navigation area under the "Data source" folder, click on the data source in which
you want to edit the created data channel.
The detail area "Channel management" is displayed.
2. Click on the data channel to be edited.
3. Click the "Edit" button.
The configuration dialog "Edit - Channel" opens.
4. Edit all configurations which you selected on creation of a data channel.

Note
When editing a data channel you can no longer change the channel type.

Note
When adding new data points of already existing data channels, the data points which
are already used in Energy Manager are grayed out. You can only create data points
which do not yet exist in the system.

5. Click on the "Save" button.

See also
Overview (Page 163)
Creating data channels (Page 165)

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6.3.7.10 Deleting data channels

Requirements
● The data source has been created.
● The data channel has been created.

Procedure
To delete a data channel of a data source, follow these steps:
1. Click on the acquisition component from which you want to delete the created data
channel in the navigation area under the "Data source" folder.
The detail area "Channel management" is displayed.
2. Click on the data channel to be deleted. You can select several data channels with the
help of the check boxes.
3. Click the "Delete" button.
4. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete individual data channels from the system in the configuration dialog "Edit -
Channel" by clicking the "Delete button twice".

Result
The data channel including the substructures (process, driver source, driver, IO buffer, data
points) is deleted from the system.

Note
If the data points are linked to other objects in the system. you cannot delete the data
channel. To delete the data channel, you must first disconnect all data point links with other
objects in the system.

See also
Overview (Page 163)

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6.3.7.11 Data point - Administration

Introduction
Channel-specific data points are displayed in tabular form in Energy Manager Web. You can
create channel-specific data points from this overview table and configure existing data
points. Newly created data points and configurations on already existing data points in
Energy Manager PRO Web are also adopted in the Energy Manager PRO Client and vice
versa.

Overview of data point - Administration


To display the data points of a data channel, click on the corresponding data channel in the
navigation area under the data source. The following figure shows the detail area "Data point
- Administration" over the data points created in an OPC channel:

① "New" and "Edit" buttons: Creating and editing new data points.
② Display table of existing data points per data channel.
③ Filter function: When you enter a text in the "Filter" entry field, all the columns are searched
and displayed accordingly in the display table. Delimitation of the data points is recommended
when a large number of data points exist per channel.
④ "Delete" button: Deleting created data points from the system.
⑤ "Clone" button: When you clone a data point, an exact copy of the data point with the name
ending in "Copy_0" is created. If you create several copies of a data point, the number at the
end of the name is incremented by one, for example, from "Copy_0" to "Copy_1". You can also
clone several data points at the same time with the help of the check boxes.

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The display table consists of the following eight columns:

Column Function
Selection You can select individual data points and any number of data points with the help of the check boxes.
Clicking on the check box in the column header selects all data points. Clicking on the check box again in
the column header deselects all data points again.
Name Shows the name of the data point.
Description Shows the description of the data point.
Structure Shows the folder in which the data point is created.
Unit Shows the unit of the data point.
Category Shows the acquisition category of the data point.
Cycle Shows the cycle time of the data point.
Status Shows the status of the data point. If the status is set to "Active", the measurement data of the data point
is acquired. If the status is set to "Inactive", no measurement data is acquired.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.
To create a new channel-specific data point, click on the "New" button. You can find out how
to create a new data point in the section "Creating data points".
To edit a data point, click on the corresponding data point and then click the "Edit" button.
You can find out how to edit a data point in the section "Editing data points".
To delete one or more data points, select the data points and then click the "Delete" button.
Confirm the deletion process by clicking on the "Delete" button again.

Special feature of Modbus TCP


There are two display tables for Modbus TCP channels. The display table "Device view"
shows a list of all Modbus devices of the channel.
The table "Device view" consists of the following columns:

Column Function
Selection You can select individual devices and any number of devices with the help of the check boxes. Clicking on
the check box in the column header selects all devices. Clicking on the check box again in the column
header deselects all devices again.
Name Shows the name of the device.
Cycle Displays the cycle time of the device.
Monitoring Displays the folder structure of the device in the Monitoring area of the navigation area.
structure

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You can also add a new device. A separate IO buffer is used for each device. Click the
"New" button to create a new device.

You can find out how to create a new device with the corresponding data points in the
section "Creating a Modbus TCP channel".
If you want to edit an existing device in the display table, select the appropriate device and
click the "Edit" button.
The display table "Data point view" has the same functionality as the view table of the other
channels. The table "Datapoint view" is only extended by the column "Device". The "Device"
column shows the device name in which the data point is saved.

Special feature of WinCC


In a similar way to the Modbus data channel, there are two display tables in the display table
of WinCC channels. The table "Archive view" shows a list of the WinCC archives.
You can also add a new archive including data points. To add a new archive, click on the
"New" button. You can find out how to select a new archive with the corresponding data
points in the section "Creating a WinCC channel".
If you want to edit an existing archive in the display table, select the appropriate archive and
click the "Edit archive" button.
The display table "Data point view" has the same functionality as the view table of the other
channels. The display table "Data point view" is only extended by the column "Archive". The
"Archive" column shows the name of the WinCC archive in which the data point is archived.

See also
Overview (Page 163)
Creating data channels (Page 165)
Creating a WinCC channel (Page 177)
Creating a Modbus TCP channel (Page 179)
Creating data points (Page 192)
Manual acquisition (Page 162)
Configuration of the data points (Page 193)

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6.4 Data point

6.4.1 Overview
In the configuration of data points, create new data points in the Energy Manager Web client
and configure existing data points. The creation of new data points in the Energy Manager
Web client is only possible for manual and external data points. Newly created data points
and changes to already existing data points in the Energy Manager PRO Web client are also
adopted in the Energy Manager PRO Client and vice versa.
When you click on the menu item "Data point" in the navigation area under the "Project
configuration" folder, the detail area "Data point - Administration" opens. The following figure
shows the detail area "Data point - Administration":

① "New" and "Edit" buttons: Creating and editing new data points.
② Display table of existing data points.
③ Filter function: When you enter a text in the "Filter" entry field, all the columns are searched and displayed accord-
ingly in the display table. Delimitation of the data points is recommended when a large number of data points exist
in the system.
④ "Delete" button: Deleting created data points from the system.
⑤ "Clone" button: When you clone a data point, an exact copy of the data point with the name ending in "Copy_0" is
created. If you create several copies of a data point, the number at the end of the name is incremented by one, for
example, from "Copy_0" to "Copy_1". You can also clone several data points at the same time with the help of the
check boxes.

Note
In the "Data point" folder not all the data points in the system are displayed, but only the data
points contained in the folder.

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The data points are displayed in tabular form in Energy Manager Web: The display table
consists of the following ten columns:

Column Function
Selection You can select individual data points and any number of data points with the help of
the check boxes. Clicking on the check box in the column header selects all data
points. Clicking on the check box again in the column header deselects all data
points again.
Name Shows the name of the data point.
Description Shows the description of the data point.
Structure Shows the folder in which the data point is created.
Unit Shows the unit of the data point.
Category Shows the acquisition category of the data point.
Cycle Shows the cycle time of the data point.
Source Shows the data channel of the data point. Data points of the type "Generic", "Con-
stant" and "Derived" are marked with the entry "-".
Active Shows the status of the data point. If the status is set to "Active", the measurement
data of the data point is acquired. If the status is set to "Inactive", no measurement
data is acquired.
De- Shows the device name or the archive from which the data point originates.
vice/Archive

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Creating data points (Page 192)
Deleting data points (Page 209)

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6.4.2 Creating data points

Requirements
● The data source has been created.
● The data channel has been created.
● The user has the functional right "Measurement - create, remove, configure".

Procedure
To create a new data point, follow these steps:
1. Click on the "New" button in the detail area "Data point - Administration".
The configuration dialog "New - Data point" opens.
2. Configure the data point using the following tabs:
– General
– Interface
– Counter
– Plausibility
– Compression
– Replacement
– MindSphere
You can find out how to configure the individual tabs in the section "Configuration of data
points".
3. When you have configured the tabs, click the "Save" button.

Result
The data point has been created in the selected folder. In the Energy Manager PRO Client
the data point is created under the IO buffer of the corresponding data channel.

See also
Datapoints (Page 59)
Creating subfolders (Page 154)
Overview (Page 190)
Data point - Administration (Page 187)
Configuration of the data points (Page 193)

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6.4.3 Configuration of the data points

6.4.3.1 Configuring general settings


Enter the basic information of the data point under "General".

Procedure
To configure the basic information, follow these steps:
1. Enter a meaningful data point name in the "Name" entry field.
2. If required, enter a description of the data point in the "Description" entry field.
3. If required, enter a KKS/AKS number or free text in the "Inventory number" check box.

If you select "KKSText" as a text type in a report, for example, the text from the entry field
is output in the report result.
4. Select the unit of the data point from the "Unit" drop-down list.
5. Select the cycle time with which the measured values are acquired from the "Cycle" drop-
down list.

Note
If you select a cycle time that does not match a compression level, only the values which
were acquired while this cycle time was configured are displayed.
If a cycle time is then selected which matches a compression level, a gap in the values
arises. The gap corresponds to the data which was acquired with the cycle time that did
not correspond to a compression level.
Configure a compression level before you select the corresponding cycle time.
Configure compression levels in the "Compression" tab.

Select the category of the data point from the "Acquisition category" drop-down list.
The input of an acquisition category is required.

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6. Select the folder in which you want to create the data point from the "Structure" drop-
down list.

7. Select the country in which the data point is valid from the "Country" drop-down list.
8. When you select the option "Activate data collection", the measurement data of the data
source is acquired.
9. When you select the option "Use data point only for pre-processing", the measurement
data is only taken into account during pre-processing of the data.
10.When you enable the option "Priority high", you cannot change the values of the data
point in a matrix.
11.When you enable the option "Activate versioned data collection" the measurement data is
entered versioned in the data point.

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6.4.3.2 Configuring interfaces


Under "Interface" select the data channel from which the measured values of the data point
are acquired. Also create manual data points via the tab. More information on the data
channels is available in the section "Creating data channels".

Procedure
To configure a data channel, proceed as follows:
1. Select the data channel from which you want to create the data point from the "Channel"
drop-down list.
Only the data channels created in the system are available for selection for creating
external data points. The entry "manual" is available for creating manual data points. The
settings of the tab are adapted accordingly to the selected data channel.
2. Configure the remaining settings in accordance with the selected channel type.

Configuring a Modbus or WinCC channel


To create a Modbus or WinCC channel, configure the settings as follows:
1. Select the device/archive in which the data point is archived from the "Device" or
"Archive" drop-down list.
Only already created devices/archives are available for selection in the drop-down list.
2. Browse the corresponding device/archive.
3. Select the desired data point from the overview list.
The address of the data point in the device/archive is automatically copied to the text field
"Address".
4. Select the type of data point from the "Data type" drop-down list.

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Configuring an OPC, Energy Suite, or Desigo CC channel


To create an OPC, Energy Suite or Desigo CC channel, configure the settings as follows:
1. Click the "Browse" button.
2. Select the desired data point from the overview list.
The address of the data point on the server is copied to the entry field "Address".
3. Select the type of data point from the "Data type" drop-down list.

Configuring an ASCII channel


To create an ASCII channel, configure the settings as follows:
1. In the "address" entry field, enter the address of the data point.
2. Select the type of data point from the "Data type" drop-down list.

Creating a manual data point


To create a manual data point, configure the settings as follows:
1. Select the entry "Manual" from the "Channel" drop-down list.
2. Select the type of data point from the "Data type" drop-down list.
Only the data types "Number" and "String" are available in the drop-down list. These data
types correspond to the data types "Measurement" and "Text" from the Energy Manager
PRO Client.

Note
If a different data type is selected in the Energy Manager PRO Client, no entry is shown
in the "Data type" drop-down list.

Creating derived data point


To create a derived data point, proceed as follows:
1. Select the entry "Derived" from the "Channel" drop-down list.
2. Select the time from which the data point is automatically recalculated from the calendar
"Calculated until".
If you have not edited this field, the time up to which the data point is calculated is
displayed here.
This field is automatically updated whenever the data point is calculated.
3. Select the category of the data point from the "Category" drop-down list.
If you select "Future values", the current compression interval of the data point is
recalculated for every value.
If you select "real value", the current compression interval of the data point is calculated
after all values are available.

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4. Select the compression level of the MEVA/KIP used from the drop-down list
"Compression".
5. In the entry field "Offset", enter the numerical value of the duration with which the start of
the daily interval deviates from midnight.
The daily values are calculated taking this deviation into consideration. If an Offset of 6
hours is configured, for example, the daily values from 6 am to 6 am are calculated.
6. Select the time unit of the offset from the "Offset unit" drop-down list.
7. To automatically recalculate the data point for new or updated values, activate the option
"Calculate automatically".
8. Select the value MEVA/KPI whose values are saved in the data point from the "KPI
element" drop-down list.
Alternatively, you can use the structure browser.

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6.4.3.3 Configuring counters


If you select "Count value" as the acquisition category, you must additionally create a
counter. The created counters are displayed in the list with their validity.
Click on the "Expand all" to display the detailed information of all counters, select the "Hide
all" icon to hide the detail information again. To create a new counter, click on the "Add new"
icon. To delete a counter, click the "Delete" icon and confirm the deletion process by clicking
on the icon again.

Procedure
To configure a counter, follow these steps:
1. Click on the "Add new" icon.

A new counter with the current date or with current validity is created.
2. Enter a counter number for the counter in the text box under validity.
3. From the "Installation date" drop-down list select the date of the commissioning of the
counter.

The validity range of the counter changes accordingly. If the installation date of a newly
created counter is reached, the current counter is replaced by the new counter. The
installation date of the new counter must be prior to the acquisition of the last measured
value of the current counter. Otherwise, the result could be an overflow error.
4. Enter the counter constant in the "Constant" text box.
The default setting of the counter constant is "1". The counter difference is multiplied by
this constant.
5. Enter the start of the counting range in the "Range start" text box.
6. Enter the end of the counting range in the "Range end" text box.
7. If you enable "Cyclic reset", the counter is reset to zero if a value is less than the previous
value. In this case, the difference is calculated as follows: 0 + current counter state
8. Enter the start value of the counter on installation in the "Value at installation" text box.
The start value and end value are of importance for the proper calculation of differences
upon overflow.
9. Enter the end value of the counter on replacement in the "Value at replacement" text box.
10.If you select "Only count up" from the "Counter type" drop-down list, all valid counter
values are in ascending order. If a negative counter difference is calculated, the situation
is treated as a counter overflow.
11.If you select "Count up and down", valid counter values may be greater or less than the
previous value. This option is suitable for level measurements, for example.

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12.If you enable "Filtering criteria", enter the value in the "Lower limit" text box. Any counter
values below this value are treated as invalid.
13.If you enable "Counter difference", enter the value in the "Lower limit" text box. If the most
recently calculated difference is less than this value, the current counter value is treated
as invalid.
14.If you activate "Counter difference", enter a value in the "Upper limit" text box. If the most
recently calculated difference is greater than this value, the current counter value is
treated as invalid.

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6.4.3.4 Configuring the plausibility settings


Under "Plausibility" you configure, for example, the setting of limits, the monitoring of the
data point.

Procedure
To configure plausibility settings, proceed as follows:
1. Enter the limits for the alarm range in the "Upper limit" and "Lower limit" text boxes.
2. Enter the limits for the warning range in the "Upper limit warning" and "Lower limit
warning" text boxes.
3. If you select the respective option "Notification", you will be informed of any violations of
limits.

4. To determine gaps in measured value series of the data point, enter a numerical value in
the "Gap" text box. Select the associated time from the "Unit" drop-down list. The system
checks whether there are gaps in the measured value series after the entered time has
elapsed. If you select the adjacent option "Notification", you will be informed of any
existing gaps.

5. To compare the data point with itself in a different time period, select the "Another time
period" check box in the "Compare with" area. Enter the numerical value in the text box
and select the associated time period from the "Unit" drop-down list. If you select the
value "1" and the unit "1 month", for example, the current month is compared with the
previous month.

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6. To compare the data point with a different data point, select the "Reference object" check
box. Select the data point to be compared from the text box.

7. Enter the upper or lower limits for the comparison in the "Upper limit" and "Lower limit"
text boxes. The limits can be exceeded or undershot by the values entered (acquisition
value + limit) before a message is generated.
8. Select the type of limit comparison from the "Compare type" drop-down list. You can
choose between "Absolute" and "Relative". "Absolute" means a numerical comparison,
"Relative" means a percentage comparison of the limits.
9. Select the "Notification" option to receive a violation message on comparison of the limits.

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6.4.3.5 Configuring the compression settings


Configure the compression levels of the measured values under "Compression". The defined
compression levels are displayed in an overview list.
Click on the "Expand all" to display the detailed information of all compression levels, select
the "Hide all" icon to hide the detail information again. To create a new compression level,
click the "Add new" icon. To delete a compression level, click on the "Delete" icon and
confirm the delete process by clicking on the icon again.

Procedure
To configure compression levels, proceed as follows:
1. To create a new compression level, click the "Add new" icon.

A new compression level is created.


2. From the "From" drop-down list select the cycle whose values you want to compress.
3. From the "To" drop-down list select the cycle to which the values are compressed.
4. From the "Compressed until" drop-down list select the time in the past from when the
values are compressed.
The "Compressed until" field shows the time up to which the compression level is
calculated. To update this field, reload the page.
To recalculate the compression level, from the "Compressed until" drop-down list select
the time in the past from when the compression value is recalculated.

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6.4.3.6 Configuring replacement value strategies


Define the substitute value strategies for measured value gaps under "Replacement".

Procedure
To configure substitute value strategies, proceed as follows:
1. Select the replacement value strategy from the "Replacement" drop-down list. You can
choose between the following replacement value strategies:
– NONE
– LRU (last recently used)
– FIS
– Replacement value
– Historical value
2. If you select the replacement value strategy "NONE", gaps in the measured value series
of the data point are not replaced.
3. If you select the replacement value strategy "LRU", gaps are replaced in the measured
values series of the data point by the last valid value.
4. If you select the replacement value strategy "AKS", gaps in the measured values series of
the data point are replaced by the measured values of a different data point. In the
"Source datapoint" text box enter the data point whose values replace the gaps.
5. If you select the replacement value strategy "Replacement value", gaps in the measured
values series of the data point are replaced by a constant value. Enter the replacement
value used to close the gap in the "Value" text box.

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6. If you select the replacement value strategy "Historical value", gaps in the measured
values series of the data point are replaced by a comparison value in the past. Enter the
numerical value in the "Value" text box and select the associated time period from the
"Unit" drop-down list. The system jumps back to the past by the period entered and
adopts the value from the past. This strategy can be used if the data point has a recurring
pattern.

7. From the "Corrected until" list you select the time in the past up to which the gaps are
replaced by the selected replacement value strategy.
8. To enable the selected replacement value strategy, select the option "Replace invalids".

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6.4.3.7 Configuring MindSphere settings


Under "MindSphere" you manage the transfer of the data point to MindSphere.

Procedure
To configure MindSphere settings, proceed as follows:
1. As soon as the data point is created in MindSphere, the "Data point ID" text box is
automatically filled with the associated ID of the data point in MindSphere.
2. To select the synchronization time of the data point measured values with MindSphere,
click on the upload icon. Confirm the process by clicking on the upload icon again.

3. In the "Next upload" text box select the start time of the export to MindSphere. You can
also place the start time in the past. The synchronization date only applies to the selected
data point.
From the selected date, the values of the data point are exported with the corresponding
timestamps to MindSphere. You can thus also start export of historical values again.
During a new export, the data overwrites already existing data.
4. To enable the export of the data points measured values to MindSphere, select the option
"Mark as cloud relevant".

See also
Account settings (Page 228)

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6.4.4 Editing data points

Requirements
● The data point has been created.
● The user has the functional right "Measurement - create, remove, configure" or the
functional right "Measurement - configure".

Procedure
To edit an already existing data point, follow these steps:
1. Click on the data point to be edited in the display table.
2. Click the "Edit" button. As an alternative, you can double-click the data point to be edited.
The configuration dialog "Edit - Data point" opens.
3. You can configure all the settings again in the tabs which you defined on creation of a
data point.
4. Click on the "Save" button.

Editing multiple data points


You can edit multiple data points at one time. If you select multiple data points from the
display table with the help of the check box, the "Edit" button is extended. If you then click on
the "Edit" button, a drop-down list opens from which you can edit the following properties:
● Status
● Unit
● Category
● Cycle time
● Compression
● Structure

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The following figure shows the drop-down list with the configurable properties.

If you click on one of the entries, a new dialog window opens. In this dialog window you can
change the corresponding property for the selected data points. The following figure shows
the window in which the unit is changed for multiple data points.

When you click on the "Save" button, the changes are applied.

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Changing the data source


You can change the data source of existing data points. To change the data source, select
the new data source under "Interface" from the "Channel" drop-down list. When you select a
new data source, the settings are adapted to the new data source. In the event of a change
to the data source, the following settings are automatically adopted:
● The data point is deleted from the list of the last data source and created in the list of the
new data source.
● The prefix of the data point name is adapted to the new data channel ("e_" to "d_") and
vice versa when changing from a manual to an external data point.
● The historical data point values are retained in the new data source.
When you change the data source, check the settings in the other tabs and adapt the
settings to the new data source.

Note
Change to the data source
Changing a data source to a different data source is only possible from the "Data point"
project folder.

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6.4.5 Deleting data points

Requirements
● The data point has been created.
● The user has the functional right "Measurement - create, remove, configure".

Procedure
To delete one or more data points from the system, follow these steps:
1. Click on the data point to be deleted in the display table. You can also select one or more
data points to be deleted with the help of the check boxes.
2. Click the "Delete" button.
3. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete a data point from the system in the "Edit - Data point" configuration dialog by
clicking the "Delete" button twice.

Result
The data point is deleted from the system.

See also
Overview (Page 190)

6.4.6 Recalculating derived data point


To recalculate the values of a derived data point, follow these steps:
1. Open the "Interface" tab of the configuration dialog of the derived data point.
2. Select the beginning of the time period to be calculated from the calendar "From".
3. Select the beginning of the time period to be calculated from the calendar "From".
4. To recalculate the values of the selected period, click on the "Start" button and confirm
your entry.

Note
When you have confirmed the entry, the values are recalculated in the background
without delay. The existing values are thus lost. The "Save" button has no effect on the
recalculation of the derived data point.

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6.5 Parameters

6.5 Parameters

6.5.1 Overview
In the configuration of parameters you create new parameters and configure already existing
parameters in Energy Manager Web. Newly created parameters and changes to already
existing parameters in Energy Manager PRO Web are also adopted in the Energy Manager
PRO Client and vice versa.
When you click on the menu item "Parameters" in the navigation area under the "Project
configuration" folder, the detail area "Parameter - Administration" opens. The following figure
shows the detail area "Parameter - Administration":

① "New" and "Edit" buttons: Creating and editing new parameters.


② Display table of existing parameters.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and
displayed accordingly in the display table. Delimitation of parameters is recommended when a
large number of parameters exist in the system.
④ "Delete" button: Delete created parameters from the system.
⑤ "Clone" button: When you clone a parameter, an exact copy of the parameter with the name
ending in "Copy_0" is created. If you create several copies of a parameter, the number at the
end of the name is incremented by one, for example, from "Copy_0" to "Copy_1". You can
clone several parameters at the same time with the help of the check boxes.

Note
In the "Parameters" folder not all the parameters in the system are displayed, but only the
parameters contained in the folder.

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The parameters are displayed in tabular form in Energy Manager Web. The display table
consists of the following six columns:

Column Function
Selection You can select individual parameters and any number of parameters with the help of the check boxes.
Clicking on the check box in the column header selects all parameters. Clicking on the check box
again in the column header deselects all parameters again.
Name Shows the name of the parameter.
Description Shows the description of the parameter.
Structure Shows the folder in which the parameter is created.
Unit Shows the unit of the parameter.
Constant Shows the replacement value of the parameter.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Creating parameters (Page 212)
Editing parameters (Page 214)
Deleting parameters (Page 215)

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6.5 Parameters

6.5.2 Creating parameters

Requirement
● The user has the functional right "Parameter - Common - create, remove, configure".
● The user has the functional right "Parameter - Values - create, remove, configure".

Procedure
To create a new parameter, follow these steps:
1. Click on the "New" button in the detail area "Parameter - Administration".
The configuration dialog "New - Parameter" opens.
2. Enter a meaningful name for the chart in the "Name" text box.
The input of a name with the prefix "t_" is required.
3. If required, enter a description of the parameter in the "Description" text box.
4. Select the unit of the parameter from the "Unit" drop-down list.
5. Enter the constant replacement value in the "Replacement value" text box.
6. From the "Structure" drop-down list select the folder in which you want to create the
parameter.

7. If you want to define a constant value for the parameter from a specific time period, click
the "Add new" icon.
A new validity is created.
8. Select the validity date.

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9. Enter the constant parameter value in the "Value" text box.

The value entered is valid from the selected validity time. When you define a further
validity, the parameter value applies from the current validity until the start of the new
validity. If the date of the new validity is reached, the parameter value applies from this
validity. If you do not define a validity period, the parameter adopts the value at any time
from the "Replacement value" text box.
10.Click on the "Save" button.

Result
The parameter is created in the selected folder. If you have defined a validity period
including the value, the validity period is activated. You can only deactivate the validity
period by deleting the corresponding validity period. You can delete validity periods that are
no longer required by clicking the "Delete" icon twice. If you click on the "Expand all" icon,
the information of all validity periods is displayed. If you click on the "Collapse all" icon, the
information is hidden again.

See also
Parameters (Page 61)
Creating subfolders (Page 154)
Overview (Page 210)
Editing parameters (Page 214)

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6.5.3 Editing parameters

Requirements
● The parameter has been created.
● The user has the functional right "Parameter - Common - create, remove, configure" or
the functional right "Parameter - Common - configure".
● The user has the functional right "Parameter - Values - create, remove, configure".

Procedure
To edit an already existing parameter, follow these steps:
1. Click on the parameter to be edited in the display table.
2. Click the "Edit" button. As an alternative, you can double-click the parameter to be edited.
The configuration dialog "Edit - Parameter" opens.
3. You can configure all the settings again which you defined on creation of a parameter.
The input of a name with the prefix "t_" is required.
4. Click on the "Save" button.

Editing multiple parameters


You can select multiple parameters at one time. If you select multiple parameters from the
display table with the help of the check box, the "Edit" button is extended. If you then click on
the "Edit" button, a drop-down list opens from which you can edit the following properties:
● Unit
● Structure
If you click on one of the entries, a new dialog window opens. In this dialog window you can
change the corresponding property of the selected parameters. When you click on the
"Save" button, the changes are applied.

See also
Overview (Page 210)
Creating parameters (Page 212)
Deleting parameters (Page 215)

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6.5.4 Deleting parameters

Requirements
● The parameter has been created.
● The user has the functional right "Parameter - Common - create, remove, configure".

Procedure
To delete one or more parameters from the system, follow these steps:
1. Click on the parameter to be deleted in the display table. You can also select one or more
parameters to be deleted with the help of the check boxes.
2. Click the "Delete" button.
3. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete a parameter from the system in the "Edit - Parameter" configuration dialog by
clicking the "Delete" button twice.

Result
The parameter is deleted from the system.

See also
Overview (Page 210)
Creating parameters (Page 212)
Editing parameters (Page 214)

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6.6 MEVA / KPI

6.6 MEVA / KPI

6.6.1 Overview
In the configuration of KPIs (MEVAs / KPIs) you create new KPIs and configure already
existing KPIs in Energy Manager Web. Newly created KPIs and changes to already existing
KPIs in Energy Manager PRO Web are also adopted in the Energy Manager PRO Client and
vice versa.

Note
A KPI object in Energy Manager Web corresponds to a MEVA from the
Energy Manager PRO Client. In the following the term "KPI" is used for the expression
"MEVA / KPI".

When you click on the menu item "MEVA / KPI" in the navigation area under the "Project
configuration" folder, the detail area "MEVA / KPI - Administration" opens. The following
figure shows the detail area "MEVA / KPI - Administration":

① "New" and "Edit" buttons: Creating and editing new KPIs.


② Display table of existing KPIs.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and
displayed accordingly in the display table. Delimitation of KPIs is recommended when a large
number of KPIs exist in the system.
④ "Delete" button: Deleting created KPIs from the system.
⑤ "Clone" button: When you clone a KPI, an exact copy of the KPI with the name ending in
"Copy_0" is created. If you create several copies of a KPI, the number at the end of the name
is incremented by one, for example, from "Copy_0" to "Copy_1". You can clone several KPIs at
the same time with the help of the check boxes.

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Note
In the "MEVA / KPI" folder not all the KPIs in the system are displayed, but only the KPIs
contained in the folder.

The KPIs are displayed in tabular form in Energy Manager Web. The display table consists
of the following six columns:

Column Function
Selection You can select individual KPIs and any number of KPIs with the help of the check
boxes. Clicking on the check box in the column header selects all KPIs. Clicking on
the check box again in the column header deselects all KPIs again.
Name Shows the name of the KPI.
Description Shows the description of the KPI.
Structure Shows the folder in which the KPI is created.
Unit Shows the unit of the KPI.
Function Shows the function type of the KPI.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Creating MEVAs / KPIs (Page 218)
Editing MEVAs / KPIs (Page 221)
Deleting MEVAs / KPIs (Page 222)

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6.6 MEVA / KPI

6.6.2 Creating MEVAs / KPIs

Requirement
● The user has the functional right "Measuring Variable - create, remove, configure".

Procedure
To create a new KPI, follow these steps:
1. Click on the "New" button in the detail area "MEVA / KPI - Administration".
The configuration dialog "New - MEVA / KPI" opens.

Configuring the "General" tab


To configure the "General" tab, follow these steps:
1. Enter a meaningful name for the KPI in the "Name" text box.
The input of a name with the prefix "m_" is required.
2. If required, enter a description of the KPI in the "Description" text box.
3. Select the unit of the KPI from the "Unit" drop-down list.
4. From the "Structure" drop-down list select the folder in which you want to create the KPI.

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5. Select the compression level for the calculation of the KPI. You can choose between two
calculation types:
– Inherit from the higher level
– Always use a particular type of compression
If you select the "Inherited from the higher level" check box, the compression level is
taken from the higher level.
If you select the "Always use compression" check box, you can select the desired
compression level from the drop-down list. The selected compression level is used for all
further calculations.

Configuring the "Formula" tab


To configure the "Formula" tab, follow these steps:
1. Select the function type of the KPI from the "Function" drop-down list.
2. Selecting the "Configurable Meva" function activates the formula editor. In the formula
editor you can enter a custom formula for calculating the KPI with the help of the adjacent
buttons. The syntax of the formula is automatically checked. In the formula editor,
placeholders are used for the selected objects. If you select the option "Show name", the
names of the selected objects are displayed in the formula editor instead of the
placeholders.
3. From the drop-down list "Select object" select the objects that you want to use for
calculating the KPI. You can use data points, parameters and other KPIs when creating a
new KPI. By selecting or clearing the "Datapoint", "MEVA / KPI" and "Parameter" check
boxes you can refine the search accordingly.
Alternatively, you can use the structure browser. To open the Structure Browser, click on
.
Selected objects are displayed with the corresponding position number in the "Currently
selected" list.
4. You can change the sequence of the objects in the list using drag and drop. You can also
delete objects that are no longer required by clicking the Delete icon.

Note
Observe the sequence of the objects. The correct sequence of the objects is required
when calculating the KPIs.

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5. If you have selected the function "Configurable Meva", you can insert the corresponding
object in the formula editor by double-clicking an object. The position number of the
object is copied to the formula editor with the corresponding placeholder.

Figure 6-1 KPI formula editor

6. Click on the "Save" button.

Result
The KPI is created in the selected folder.

See also
Creating subfolders (Page 154)
Overview (Page 216)
Editing MEVAs / KPIs (Page 221)

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6.6.3 Editing MEVAs / KPIs

Requirements
● The KPI is created.
● The user has the functional right "Measuring Variable - create, remove, configure" or the
functional right "Measuring Variable - configure".

Procedure
To edit an already existing KPI, follow these steps:
1. Click on the KPI to be edited in the display table.
2. Click the "Edit" button. As an alternative, you can double-click the KPI to be edited.
The configuration dialog "Edit - MEVA / KPI" opens.
3. You can configure all the settings again which you defined on creation of a KPI.
The input of a name with the prefix "m_" is required.
4. Click on the "Save" button.

Editing multiple KPIs


You can select multiple KPIs at one time. If you select multiple KPIs from the display table
with the help of the check box, the "Edit" button is extended. If you then click on the "Edit"
button, a drop-down list opens from which you can edit the following properties:
● Unit
● Structure
If you click on one of the entries, a new dialog window opens. In this dialog window you can
change the corresponding property of the selected KPIs. When you click on the "Save"
button, the changes are applied.

See also
Overview (Page 216)
Creating MEVAs / KPIs (Page 218)
Deleting MEVAs / KPIs (Page 222)

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Project configuration
6.6 MEVA / KPI

6.6.4 Deleting MEVAs / KPIs

Requirements
● The KPI is created.
● The user has the functional right "Measuring Variable - create, remove, configure".

Procedure
To delete one or more KPIs from the system, follow these steps:
1. Click on the KPI to be deleted in the display table. You can also select one or more KPIs
to be deleted with the help of check boxes.
2. Click the "Delete" button.
3. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete a KPI from the system in the "Edit - MEVA / KPI" configuration dialog by clicking
the "Delete" button twice.

See also
Overview (Page 216)
Editing MEVAs / KPIs (Page 221)

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Settings 7
7.1 Overview of settings
In the "Settings" folder you configure the key settings of your Energy Manager system in
Energy Manager Web. Only the administrator can define the settings. Configurations of the
settings in Energy Manager PRO Web are also adopted in the Energy Manager PRO Client
and vice versa.
You can configure the following settings:
● Mail settings
● Account settings
● Web Client settings
● User management
● Units
● Alarm lists
● Backup
● Regional settings
● Modbus device templates
● Data provider

Opening settings
To open the "Settings" folder, follow these steps:
1. Click in the menu bar on "Configuration".

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Settings
7.1 Overview of settings

2. Click the menu item "Settings" in the navigation area. As an alternative, you can click the
"Settings" tile in the detail area.

In the detail area you see an overview of the configurable settings in tile form.

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7.1 Overview of settings

3. To configure the respective settings, click on the corresponding tile in the detail area. As
an alternative, you can click on the corresponding menu item in the navigation area.

Note
The folder structures are automatically created after the installation of Energy Manager and
cannot be deleted by the user.

See also
Mail settings (Page 226)
Account settings (Page 228)
Web Client settings (Page 233)
Backup (Page 249)
Regional settings (Page 251)
User management (Page 235)
Units (Page 241)
Alarm lists (Page 246)

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Settings
7.2 Mail settings

7.2 Mail settings

Overview
In the "Mail settings" you manage the notifications in Energy Manager Web which inform the
user by e-mail about different situations. You can find the corresponding settings in the
Energy Manager PRO Client under the path "File > Options > Appl.". Changes to the settings
in Energy Manager PRO Web are also adopted in the Energy Manager PRO Client and vice
versa.

Configuring mail settings


To configure the setting "Mail settings", follow these steps:
1. In the "Sender e-mail address" text box, enter the sender address which is used by
Energy Manager for sending e-mails automatically.
The specified sender e-mail address is checked for correctness.
2. In the "STMP server" text box enter the address of the STMP server that is used for
sending e-mails automatically.

3. If you select the option "Use server login credentials", you have to enter the user name,
password and the port number of the SMTP server in the corresponding text boxes. If you
select the "SSL" check box, the data is transmitted in encrypted form.

4. Enter the URL of the Energy Manager Web Server in the "Web server" text box.
5. In the "Mail text" text box enter the sample text for automatic sending of e-mails.
6. In the "Mail text link" text box enter the sample text for automatic sending of e-mails with
URL link.

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7.2 Mail settings

7. In the "Mail text alarm" text box enter the sample text of alarm messages for automatic
sending of e-mails.

8. Click on a different entry in the navigation area to save the settings.

Note
A maximum of 10 alarm messages are sent in one e-mail. If more than 10 alarm messages
are present, Energy Manager send 10 alarm messages in one e-mail. The number of
pending alarms is specified in this e-mail. Energy Manager does not send any further e-mail
for the other alarm messages.

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Settings
7.3 Account settings

7.3 Account settings

Overview
In the "Account settings" you configure account settings in Energy Manager Web. You can
find the corresponding settings in the Energy Manager PRO Client under the path "File >
Account settings". Configurations of the settings in Energy Manager PRO Web are also
adopted in the Energy Manager PRO Client and vice versa.
Configure the account settings using the following tabs:
● General
● Password settings
● Data storage
● Delete options
● MindSphere

Note
If you change the text boxes of the respective tab and change the tab, for example, from
"General" to "Delete options", the changed text boxes are automatically saved. If you change
to a different object in the navigation area, the changed text boxes are also saved.

"General" tab
Enter the path in which the Account settings are stored in the "Archive base directory" text
box.

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7.3 Account settings

"Password settings" tab


Manage your password requirements in the "Password settings" tab. For the text boxes
"Admin password expires after (days)"" andPassword expires after (days)", you can enter a
one to five-digit number. For all other numeric text boxes you can enter a one to two-digit
number.

"Data storage" tab


In the "Data storage" tab you manage the duration with which you save the measured values
of the corresponding cycle times in the system. You also set the archiving behavior on expiry
of the entered time. The archive directory displays the path under which the measured
values of the cycle times are saved. You can only change the archive directory in the
"General" tab. To remove the cycle times from the list, click the "Delete" icon. Click on the
icon again to confirm the deletion process. If you click on the "Expand all" icon, the details of
all cycle times are displayed. If you click on the "Collapse all" icon, the details are hidden
again.
To save measured values of a new cycle time, follow these steps:
1. Click on the "Add new" button.

A new cycle time is added to the list.


2. From the "Cycle time" drop-down list select the cycle time you want to save.
3. Enter a one to six-digit number in the "Keep values" text box.
The input of a value is required.
4. Select the associated desired duration from the "Unit" drop-down list.

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Settings
7.3 Account settings

5. In order to archive the measured values of the cycle time after expiry of the entered
duration and then delete them, select the option "Archive after deletion".

6. In order to not archive the measured values of the cycle time after expiry of the entered
duration, but only to delete them, deselect the option.
7. Click on a different entry in the navigation area or a different tab to save the settings.

"Delete options" tab


In the "Deletion options" tab you manage the duration after the expiry of which messages
and alarms are deleted from the system. To enable the deletion process, select the
respective option. In the "Older than [days]" text box enter the time in days for the respective
message type after the expiry of which the messages are deleted. You can enter a one to
six-digit number in the respective text box. The adjacent archive paths show you where the
corresponding messages are stored before the messages are deleted.

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7.3 Account settings

"MindSphere" tab
You manage your MindSphere connection in the "MindSphere" tab. You can configure the
following settings:
● Uuid
In the "Uuid" text box enter your personal MindSphere login data which you receive on
activation of your MindSphere access. To receive your MindSphere login data you have
to create a "Mindconnect Lib Asset" with your MindSphere access data on the
MindSphere website. You then manually generate a connection key on the Internet for
the "Mindconnect Lib Asset". The connection key is used as a replacement for your user
name and your password. Enter the generated connection key in the "Uuid" text box.
● Upload configuration
Use the "Upload configuration" icon to export your MindSphere configuration to
MindSphere. Click on the icon to start the export. Confirm the process by clicking the icon
again. Existing configurations are overwritten by a new export.
● Server certificate
In the "Server certificate" text field only the certificate for MindSphere is displayed.

● Proxy settings
If you select the option "Use proxy", you can configure certain proxy server settings. You
have the choice between a manual proxy configuration and a configuration with specific
user login information.
To use a manual proxy configuration, select the option "Manual proxy configuration".
Enter the host name and the port of your proxy server in the corresponding text boxes.
To use specific user login information, select the option "Use specific user credentials". In
the "User name" text box enter the user name you want to use. Enter the password of the
user name in the adjacent text box "Password".
● Activate export
To enable the export of the data points to MindSphere, select the option "Export active".
The data points marked for MindSphere are only exported to MindSphere if this option is
set to active.

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Settings
7.3 Account settings

● Set synchronization date


Select the "Globally set synchronization date" button to set the date for the
synchronization of all data points with MindSphere. If you select your own
synchronization data when configuring a data point in the "MindSphere" tab, the
synchronization data only applies for the corresponding data point. If you click on the
"Globally set synchronization date" button, a dialog opens in which you set the
synchronization date. If the option "Mark as cloud relevant" is selected, the measured
values including timestamps of all data points are exported to MindSphere from this time
onwards. If you start a new export of historical data, already existing values are
overwritten by new values with the same timestamps.
● Export start time
From the "Minimum cycle" drop-down list select the measured values of the cycle time
you want to export. Only measured values with the selected cycle time are exported. If
there are no measured values with appropriately selected cycle time, the values of the
next higher cycle time are exported. If you want to export 15-minute values, for example,
but the data point is a daily cycle, the daily values are exported.
Select the cycle time with which the measured values are exported to MindSphere from
the "Export cycle" drop-down list.

See also
Configuring MindSphere settings (Page 205)

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Settings
7.4 Web Client settings

7.4 Web Client settings

Overview
In the "Web Client settings" you set the display of the Energy Manager Web user interface
for specific companies and products. You can configure the following objects:
● Product name: Title of product
● Logo: Custom logo
● Login: Custom background image of the login page of Energy Manager Web
The image for "Logo" and "Login" is adjusted automatically to the size of the user interface
during upload.
The following figure shows the detail area "Web client settings":

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Settings
7.4 Web Client settings

Configuring Web Client settings


To configure the setting "Web client settings", follow these steps:
1. To use an alternative name for the product, enter the desired title of the product in the
"Product Name" text box. The name "Energy Manager PRO" or "Energy Manager Basic"
is defined by default.
The changed product name is adopted throughout the entire Web area and is displayed
in the title bar.
2. To use a company-specific logo, click the "Browse..." button under the "Logo" text field.
A dialog for selection of an image opens.
3. Select a suitable image as the logo.
The changed logo is adopted throughout the entire Web area and is displayed in the title
bar. The SIEMENS logo is set by default and by clicking the "Use default logo" button.
4. To use an alternative background image, click on the "Browse..." button under the "Login"
text field.
A dialog for selection of an image opens.
5. Select a suitable image as the background image on the login page.
The changed image is adopted as the background image on login. The SIEMENS login
screen is set by default and by clicking the "Use default login" button.
6. Click on a different entry in the navigation area to save the settings.

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7.5 User management

7.5 User management

7.5.1 Overview
In the setting "User Management" you create new users in Energy Manager Web and
configure already existing users. An overview of the existing users in
Energy Manager PRO Client can be found under the path "System > Configuration > User,
group, rights management > User". The creation of new users can be found in the
Energy Manager PRO Client under the path "Master data > Authorization > Insert user".
Newly created users and user configurations in Energy Manager PRO Web are also adopted
in the Energy Manager PRO Client and vice versa.
The following figure shows the detail area "User management":

① "New" and "Edit" buttons: Creating and editing new users.


② Display table of existing users.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and
displayed accordingly in the display table. Delimitation of users is recommended when a large
number of users exist in the system.
④ "Delete" button: Delete user from the system.

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Settings
7.5 User management

Newly created and already existing users in the system are displayed in tabular form in
Energy Manager Web. The display table consists of the following five columns:

Column Function
Selection You can select individual users and any number of users with the help of the check boxes. Clicking on the
check box in the column header selects all users. Clicking on the check box again in the column header
deselects all users again.
User name Displays the user name in Energy Manager.
First name Shows the first name of the user.
Last name Shows the last name of the user.
Email Shows the e-mail address of the user.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Creating users (Page 237)
Editing users (Page 239)
Deleting users (Page 240)

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Settings
7.5 User management

7.5.2 Creating users

Procedure
To create a new user, follow these steps:
1. Click on the "New" button in the detail area "User management".
The configuration dialog "New - User" opens.

2. Enter the personal information and location information in the "General" tab.
The input of a user name is required.
3. Click on the "Administration" tab.

4. Enter the password of the new user in the "Password" text box.
5. Confirm the password in the "Confirm Password" text box.

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Settings
7.5 User management

6. From the "Select group" drop-down list select the user groups to which the user is added.
The following user groups are available:
– Administrator: This user group includes comprehensive functional rights for Energy
Manager. The user group has the right to delete, add or configure all objects.
– Configurator: This user group has the right to configure Energy Manager objects but
not to delete these objects.
– Operator: This user group has the right to open and view Energy Manager objects but
not to configure or delete these objects.
– Guest: This user group does not have the right to delete, add or configure objects. The
user group also does not have the right to create new reports and to calculate
analyses. This grouping is intended to apply simple, temporary restrictions on
significant operator actions in the system.
7. The selected user groups are displayed in the "Currently selected" list.
8. To remove the user from a user group again, click the Delete icon.
9. Click on the "Save" button.

Result
The user has been created.

See also
Overview (Page 235)
Editing users (Page 239)

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Settings
7.5 User management

7.5.3 Editing users

Requirement
● The user has been created.

Procedure
To edit a user, follow these steps:
1. Click on the user to be edited in the detail area "User management".
2. Click the "Edit" button. As an alternative, you can double-click the user to be edited.
The configuration dialog "Edit - User" opens.
3. Configure the personal information and location information.
The input of a user name is required.
4. You can assign a new password in the password settings.
5. Under user group management you can assign the user to a new user group or remove
the user from a user group again.
6. Click on the "Save" button.

Note
You can only edit individually selected users.

See also
Overview (Page 235)
Creating users (Page 237)
Deleting users (Page 240)

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Settings
7.5 User management

7.5.4 Deleting users

Requirement
● The user has been created.

Procedure
To delete one or more users from the system, follow these steps:
1. Click on the user to be deleted in the detail area "User management". As an alternative,
you can also select one or more users to be deleted with the help of the check boxes.
2. Click the "Delete" button.
3. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete a user from the system in the "Edit - User" configuration dialog by clicking the
"Delete" button twice.

Result
The user is deleted from the system.

See also
Overview (Page 235)
Editing users (Page 239)

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Settings
7.6 Units

7.6 Units

7.6.1 Overview
In the setting "Units" you create new units in Energy Manager Web and configure already
existing units. An overview of the existing units can be found in the
Energy Manager PRO Client under the path "System > Configuration > Extended
configuration > Unit". The creation of new units can be found in the
Energy Manager PRO Client under the path "Master data > Configuration > Insert unit". New
units and configurations of existing units in Energy Manager PRO Web are also adopted in
the Energy Manager PRO Client and vice versa.
The following figure shows the detail area "Unit - Management":

① "New" and "Edit" buttons: Creating and editing new units.


② Display table of existing units.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and
displayed accordingly in the display table. Delimitation of units is recommended when a large
number of units exist in the system.
④ "Delete" button: Delete units from the system.

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Settings
7.6 Units

Newly created and already existing units in the system are displayed in tabular form in
Energy Manager Web. The display table consists of the following four columns:

Column Function
Selection You can select individual units and any number of units with the help of the check boxes. Clicking on the
check box in the column header selects all units. Clicking on the check box again in the column header
deselects all units again.
Name Shows the name of the unit.
Description Shows the description of the unit.
Unit type Shows the type of unit.

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Creating units (Page 243)
Editing units (Page 244)
Deleting units (Page 245)

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Settings
7.6 Units

7.6.2 Creating units

Procedure
To create a new unit, follow these steps:
1. Click on the "New" button in the detail area "Unit - Management".
The configuration dialog "New - Unit" opens.

2. Enter a meaningful name in the "Name" text box.


The input of a name is required.
3. If required, enter a description of the unit in the "Description" text box.
4. Select the type of unit from the "Unit group" drop-down list.
The selection of a unit type is required.
5. Click on the "Save" button.

Result
The unit is created. The created unit can be found in the Energy Manager PRO Client under
the respective unit group.

See also
Overview (Page 241)
Editing units (Page 244)

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Settings
7.6 Units

7.6.3 Editing units

Requirement
● The unit is created.

Procedure
To edit a unit, follow these steps:
1. Click on the unit to be edited.
2. Click the "Edit" button. As an alternative, you can double-click the unit to be edited.
The configuration dialog "Edit - Unit" opens.
3. Edit the name, the description, if required, and the unit type.
The input of a name and selection of a unit type are required.
4. Click on the "Save" button.

Note
You can only edit individually selected units.

See also
Overview (Page 241)
Deleting units (Page 245)
Creating units (Page 243)

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7.6 Units

7.6.4 Deleting units

Requirement
● The unit is created.

Procedure
To delete one or more units from the system, follow these steps:
1. Click on the unit to be deleted. As an alternative, you can also select one or more units to
be deleted with the help of the check boxes.
2. Click the "Delete" button.
3. Click the "Delete" button again to confirm the deletion process. As an alternative, you can
delete a unit from the system in the "Edit - Unit" configuration dialog by clicking the
"Delete" button twice.

Result
The unit is deleted from the system.

See also
Overview (Page 241)
Editing units (Page 244)

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Settings
7.7 Alarm lists

7.7 Alarm lists

7.7.1 Overview
In the setting "Alarm lists" you configure existing alarm and message lists in Energy Manager
Web. The creation of new alarm lists is only possible in the Energy Manager PRO Client.
You also add one or more users to the corresponding alarm lists. The assigned users
receive alarm messages of the corresponding alarm lists. An overview of the existing alarm
lists in Energy Manager PRO Client can be found under the path "System > Configuration >
KPI alert lists". Configurations of alarm lists in Energy Manager PRO Web are also adopted
in the Energy Manager PRO Client and vice versa.
The following figure shows the detail area "Alarm - Management":

① "Edit" button Editing alarm lists.


② Display table of existing alarm lists.
③ Filter function: When you enter a text in the "Filter" entry field, all columns are searched and
displayed accordingly in the display table. Delimitation of alarm lists is recommended when a
large number of alarm lists exist in the system.

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Settings
7.7 Alarm lists

Existing alarm lists in the system are displayed in tabular form in Energy Manager Web. The
display table consists of the following two columns:

Column Function
Name Shows the name of the alarm list.
Notification Shows the status of the alarm list. If no user is assigned to the corresponding alarm
list, the status "Inactive" is shown. If the user is assigned to the alarm list and the
option "Activate alert" is selected, alarm notification is activated. The status chang-
es to "Active".

When you click on the column header of one of the columns, the corresponding column is
sorted in alphabetical order. When you click on the same column header again, the column
is sorted in the reverse order.

See also
Editing alarm lists (Page 248)

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Settings
7.7 Alarm lists

7.7.2 Editing alarm lists

Requirement
● The alarm list is created.

Procedure
To edit an alarm list, follow these steps:
1. Click on the message list to be edited.
2. Click the "Edit" button. As an alternative, you can double-click the alarm list to be edited.
The configuration dialog "Alert list" opens.

3. Enter a numerical value in the "Value" text box.


4. Select the associated time from the adjacent "Unit" drop-down list.
The user will be informed about any existing messages in the time period entered.
5. If you select the option "Activate alert", the assigned user is informed about alarms of the
corresponding alarm list.
The status changes to "Active".
6. From the "Select user" drop-down list select the users who will receive the messages of
the corresponding alarm list. Only users with an assigned e-mail address are displayed.
The selected users are displayed in the "Currently selected users" list.
7. You can remove the assigned users again by clicking the "Delete" icon.
8. Click on the "Save" button.

Note
You can only edit individually selected alarm lists.

See also
Overview (Page 246)

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7.8 Backup

7.8 Backup

Overview
In the setting "Backup" you configure the automatic creation of database backups in Energy
Manager Web. You can find the corresponding settings in the Energy Manager PRO Client
under the path "Administration > Backup". Configurations of backups in Energy Manager
PRO Web are also adopted in the Energy Manager PRO Client and vice versa.
With the help of the individual setting of the weekdays you can create a weekly backup plan.
The "Last backup status" text field shows when the last full and incremental backup was
created. In addition, a message is displayed as soon as no backup is found. The "Drive
status" text field shows the host name and the storage space of the archive drive.

Configuring a backup
To configure the setting "Backup", follow these steps:
1. Enter the storage location of the backup on your PC in the "Backup directory" text box.
2. If you want to manually create a backup, click on the "Change recovery model" button. To
start the manual backup process, click on the "Backup" button.

3. Select the daily start time of the backup from the "Daily start time" text field.

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7.8 Backup

4. Select a backup type for each weekday from the "Backup mode" drop-down list. You can
choose an incremental, full or no backup for each weekday.

5. Click on a different entry in the navigation area to save the settings.

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7.9 Regional settings

7.9 Regional settings

Overview
In the setting "Regional settings" you manage location-specific settings in Energy Manager
Web. You can create new countries or delete already created countries from the system.
Already created countries with the corresponding configurations can be found in the Energy
Manager PRO Client under the path "System > Configuration > Countries". The creation of
new locations can be found in the Energy Manager PRO Client under the path "Master data
> Localization > Insert location". Changes to the regional settings in Energy Manager PRO
Web are also adopted in the Energy Manager PRO Client and vice versa.
The formats for date, decimal separation and currency are automatically taken from your PC
Windows settings.

Configuring regional settings


To configure the setting "Regional settings", follow these steps:
1. Select a location from the "Country" drop-down list.
The corresponding entries of the selected location are displayed in the "Name" and
"Location" text fields.
2. If you want to create a new country, click the "Add new country" icon.

3. Enter the name of the country in the "Name" text box and the associated location in the
"Location" text box. You can also edit the name and location of already created locations.

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7.9 Regional settings

4. To create the new country, click the "Confirm" icon. To cancel the action, click on the
"Cancel" icon.

5. Select the corresponding country code from the "Country code" drop-down list.
6. Select the corresponding time zone from the "Time zone" drop-down list.
7. Select the language for the report evaluation from the "Report language" drop-down list.
8. To define the selected location as the default country, select the option "Default country".
9. If you want to delete a country from the system, click the "Delete country" icon. Click on
the icon again to confirm the process.
10.Click on a different entry in the navigation area to save the settings.

See also
Overview of settings (Page 223)

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Settings
7.10 Modbus device templates

7.10 Modbus device templates

7.10.1 Overview
In the setting "Modbus device templates" you create new Modbus templates in Energy
Manager Web and configure already existing Modbus templates. You can create, edit, delete
and export Modbus templates only in Energy Manager Web Client. New Modbus templates
and configurations of existing Modbus templates in the Energy Manager Web Client are
adopted in the Energy Manager PRO Client.
When you create or configure a Modbus channel, you can use the Modbus templates.
The Modbus templates are displayed in tabular form:

① "New" and "Edit" buttons: Creating and editing new Modbus templates.
② Display table of existing Modbus templates.
③ Filter function: When you enter a text in the "Filter" entry field, the column Name" is searched
and corresponding templates are displayed in the display table. Delimitation of Modbus tem-
plates is recommended when a large number of Modbus templates exist in the system.
④ "Delete" button: Delete selected Modbus templates from the system.

The display table consists of the following two columns:

Column Function
Selection You can select individual Modbus templates and any number of Modbus templates
with the help of the check boxes. Clicking on the check box in the column header
selects all Modbus templates. Clicking on the check box in the column header again
deselects all Modbus templates again.
Name Shows the name of the Modbus template.
When you click on the column header of the "Name" column, it is sorted in alphabet-
ical order. When you click on the same column header again, the column is sorted in
the reverse order.

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Settings
7.10 Modbus device templates

7.10.2 Exporting Modbus device templates

Requirement
● The Modbus device template has been created.

Procedure
Follow these steps to export a Modbus device template:
1. Select the desired Modbus device template from the table of the detail area "Modbus
templates - Administration".
2. Click the "Edit" button.
3. Click the "Download" button.

Result
The selected Modbus device template has been saved in the storage location for your
browser downloads. The saved template has the name in Energy Manager Web as the file
name and the data type ".ini".

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Settings
7.10 Modbus device templates

7.10.3 Creating a Modbus device template

Requirements
● Do you have the functional right "Master Data > create, remove, configure"?
● An exported Modbus device template is saved in its local system.

Procedure
To create a new Modbus device template, follow these steps:
1. Edit the exported template according to your needs.
At the beginning of the automatically created templates you can find a short description of
all configurable contents for editing.

Note
The description of the contents of a template is only available in English.

2. Save the edited template in the "*.ini" file format in its local system.
3. Click on the "New" button in the detail area "Modbus device templates - Administration".
The configuration dialog "New - Modbus template" opens.
4. Enter a meaningful name in the "Name" entry field. If you create a Modbus channel with a
template, the name is displayed in the "Template" drop-down list.

5. Click the "Upload" button.


A dialog window in which you can search the local data system is displayed.
6. Select the desired template from the local data system and click on the "Open" button.
The folders saved in the template with all data points are displayed in the "Template"
field.
7. Click the "Save" button.

Result
The Modbus device template has been created.

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Settings
7.10 Modbus device templates

7.10.4 Editing a Modbus device template

Requirements
● You have the functional right "Master Data > Configure".
● The Modbus template has been created.

Procedure
To edit a Modbus template, follow these steps:
1. Select the desired Modbus template from the table of the detail area "Modbus device
templates - Administration".
2. Click the "Edit" button.
The dialog window "Edit - Modbus template" opens.
3. Configure the Modbus template as for creating a Modbus template.
4. Click the "Save" button.

7.10.5 Deleting a Modbus device template

Requirements
● You have the functional right "Master Data > create, remove, configure"
● The Modbus template has been created.

Procedure
To delete a Modbus template, follow these steps:
1. Select one or more Modbus templates from the table of the detail area "Modbus device
templates - Administration".
2. Click the "Delete" button.

Result
The selected Modbus templates are deleted.

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Settings
7.11 Data provider

7.11 Data provider


You can make the data in your Energy Manager system accessible to programs and
systems via an OPC UA HDA Server. You configure the access in the "Data provider"
setting.

OPC UA Server
To configure "OPC UA Server" access, proceed as follows:
1. Under "Start folder", use the structure browser to select the folders whose data is
transferred with the OPC server.
If you select a folder, the data of all nested folders will also be made accessible.
2. Specify the address of the server on which the Energy Manager is installed. Enter the
address in the following form:
opc.tcp://[IP address]:[Port]

3. Enable the security profiles used by the OPC UA HDA server.

Note
The OPC server cannot establish any connections with the security profile "Basic 256
SHA 256" at this time.

If you have activated a security profile, a certificate exchange is performed. To access the
data via the OPC server, move the created certificate from the
/Siemens/EnMPro/OpcUaServr/pkiserver/rejected/certs folder to the
[...]/pkiserver/trusted/certs folder.
4. If you enable "Anonymous user identity", you do not need login data to access the data
via the OPC server.
If you enable "Use name identity", you can specify a user name with password to access
the data via the OPC server. The user name and the password must correspond to a
user name and the corresponding password of a user of your Energy Manager system.
If you specify the login data of an Energy Manager user, you can only access the data
points that the user can also access in the Energy Manager.
If you only enable "User name identity", you need to enter a user name with password to
access the data via the OPC server.

Note
If you configure the data provider while the server is running, the System service must be
restarted via the Service Cockpit. Changes at the OPC server are only applied after the
restart of the System service.

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7.11 Data provider

Additional information
The following entries are available for each data point that is made accessible by the OPC
UA server:
● Unit
● Acquisition category
● Measured values
If several compression levels are configured for the data point, the lowest compression
level is made available.
The entry on the measured values has the following label: [Data point
name]_[Compression level]
If a data point is configured as a counter, additional measured values are provided that are
compiled as counters. This entry has the following label: [Data point
name]_CNT_[Compression level]

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Service Cockpit 8
8.1 Overview
To open the Service Cockpit, click on the icon .
To open the Service Cockpit in Energy Manager Web, you require the functional rights
"Service Cockpit > view" and "Master Data > view".

Setup
The following figure shows the Service Cockpit:

① Navigation area
② Selection of detailed information
③ Display of services
④ Detailed information

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8.2 Navigation area

8.2 Navigation area


The navigation area displays all available acquisition components and the application server.
The following figure shows the navigation area:

To display the function dialog of the acquisition component in the detail area, click on the
entry of the acquisition component in the navigation area.
To display all acquisition channels of an acquisition component in the navigation area, click
on the item of the acquisition component and then on the "Available channels" item.
The status of the acquisition components and channels is displayed via the color of the
corresponding icon:

Color Acquisition component status Channel status


Green At least one acquisition component is Data acquisition of the channel is active.
active. There is no gap.
There is no gap in any channel of the
acquisition component.
Red At least one acquisition component is The channel is connected to the system.
active. There is a gap.
There is no gap in at least one channel of
the acquisition component.
Gray All channels of the acquisition compo- The channel is not connected to the
nents are not connected or are inactive. system or is inactive.

The entry "Available channels" has the same status display as the corresponding acquisition
component.
If you hold the mouse pointer over the entry of a channel, the ID of the process is displayed
via a tooltip.

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Service Cockpit
8.3 Services

8.3 Services
Depending on the use of the selected system component, the corresponding services are
displayed:

System com- Energy Manager Service


ponent
Application • Database service (Database)
server
• Report service (Reporting)
• Portal service (Portal)
• Calculation service (Calculation)
• System service (System)
Acquisition • Portal service (Portal)
component
• Acquisition service (Acquisition)
• Kernel service (Kernel)

If a server is used as the acquisition server and application server, all listed services are
displayed.

Status display
The status of the services is indicated by the color of the icon:

Color Status
Service is running

Service is stopped

Service is stopped

Start, restart and stop of services


To control services, click on the icons in the following table:

Symbol Function
Start service
Restart service
Stop service

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8.4 System

8.4 System
To call up this field, click on system component in the navigation area and the "System" tab
in the selection of the detailed information.

Information
This field shows the following general information for the corresponding servers:

Application server Acquisition component


• The Energy Manager version used by the • The Energy Manager version used by the
system system
• The time of the last contact with the acquisi-
tion system
• The system time

The system field shows the following hardware information for all servers:
● A list of the hard disks and their usage
● The CPU load
● The currently used work memory

8.5 Installed software


To call up this field, click on system component in the navigation area and the "Installed
software" tab in the selection of the detailed information.

Setup
This field shows a table with the following information:
● The programs installed on the server
● The version of these installed programs
Sort the list via the column headers.

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Service Cockpit
8.6 Log files

8.6 Log files


To call up this field, click on system component in the navigation area and the "Logs" tab in
the detailed information selection.
The following figure shows an overview of the "Logs" field:

① Table with log files


② Filter
When you enter a text in the "Filter" text box, all columns are searched and displayed accordingly in the table.
Delimitation is recommended when a large number of log files exist in the system. Click on a column header to sort
the corresponding column alphabetically.
③ Update
Updates the table with the log files.
④ Open
Opens the log file in the Energy Manager Web Client.
⑤ Download
Downloads the selected log file to your local system via your browser download. If several log files are selected,
this button is disabled.
⑥ Delete
Deletes all selected log files.

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Service Cockpit
8.6 Log files

The table with the log files contains the following information:

Name of the column Content of the column


Service Name of the corresponding Energy Manager service
Component Name of the associated subcomponent of the service
File Name of the log file
Size Size of the log file in kilobytes
Date changed Time of last change

View of the log file


The following figure shows a log file in the Energy Manager Web Client:

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Service Cockpit
8.6 Log files

① Table with the messages


② Column filter
To filter a column, click on the corresponding filter. Then select the entries by which the column is to be filtered.
③ Filter
When you enter a text in the "Filter" text box, all columns are searched and displayed accordingly in the table.
Delimitation is recommended when a large number of log files exist in the system. Click on a column header to sort
the corresponding column alphabetically.
④ Export as CSV
Downloads the selected log file in CSV format to your local system via your browser download.
⑤ Cancel
Closes the view of the log file.
⑥ Update
Updates the log file
Next log file
If the latest log file with this name is not open, this button shows an arrow.
To open the next log file, click on this button.
⑦ Previous log file
Opens the log file with the same name that was created before this log file.

The log file messages table contains the following information:

Name of the column Content of the column


Date Time stamp of the message
Process ID ID of the channel to which the message provides information
Components Component from which the message originates
Log level Message type:
• INFO = Information
• WARNING = Warning
• ERROR = error
Log information Contents of the message

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8.7 Gap recognition

8.7 Gap recognition


To open a list of acquisition gaps of a channel, click on the channel in the navigation area of
the service cockpit. When you click on "Available channels" in the navigation area, the list for
the top channel is displayed in the navigation area. You can check the functionality of data
acquisition with the help of gap recognition.

① Table with all gaps of the channel

② Filter function: When you enter a text in the "Filter" entry field, all columns are
searched and displayed accordingly in the display table. Delimitation is recommend-
ed when there is a large number of gaps.
③ "Acknowledge":
To acknowledge a gap, select the corresponding gap from the table and click twice
on this button.
The gap is deleted from the list. When all gaps are acknowledged, the status of the
channel is set to green.
④ "Refresh"
Click on this button to update the table with the gaps.

The display table contains three columns:

Column Function
Data point Data point of the gap
Description Description of the data point
Time stamp Time stamp of the gap

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8.8 Troubleshooting with log files

8.8 Troubleshooting with log files

8.8.1 Kernel fault


You can find more information on the log file in the reference under "Kernel".

Requirements
● You have the functional right "Administration > Logging Viewer > View"
● You have the functional right "Administration > Service Cockpit > View"
● The Service Cockpit in the web client is open.

Raw values are missing in the chart with compression level acquisition values
If the acquired measured values of the data source are not visible in the chart, proceed as
follows to locate the problem:
1. Check whether the following services are running:
– Kernel service (Kernel)
– Acquisition service (Acquisition)
– Portal service (Portal)
If the icon of the service is green, the service is running.
2. Open the latest log file of the Kernel Service via the detail information "Log files".
To facilitate the search, use the "Filter" function and sort the column "Last change"
3. Search the log file for errors.
Messages of category 3000 are error messages.
Identify the interface at which the error is present using the process ID.
4. With the help of the log file check whether values arrive in the kernel and are passed on.
5. Check whether the acquired measured values are written to the raw files.
The raw files can be found in the directory "Installation directory\GUI\mcl\RawFiles".
You can find additional information on raw files in the following section.

Raw files
Values acquired from the data sources are stored in raw files by default. A folder is created
at midnight local time for each day. As soon as the first value is acquired, a raw file is
created in this folder for each data point.
The name of the raw file consists of the ID of the data point. You can read the ID of the data
point in the configuration dialog of the data point.

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8.8 Troubleshooting with log files

8.8.2 Acquisition service error


You can find more information on the "Compression" log file in the reference under
"Compression".

Requirements
● You have the functional right "Administration > Logging Viewer > View"
● You have the functional right "Administration > Service Cockpit > View"
● The Service Cockpit in the web client is open.

The acquired measured values are visible, the 15-minute values are not.
If the acquired measured values are visible and values of the "15 minutes" compression level
are not visible, proceed as follows to locate the problem:
1. Open the latest log file "Compression".
2. Check whether values were compressed for the corresponding time stamp. Filter the log
file by the identifier "CMPR".
3. Filter in the log file by the identifier "RCAL" to display the compressed interval and the
number of compressed values.
4. To check whether the compressed values were uploaded to the SQL server, open the log
file "Synchronisation" of the acquisition service.

The local database of the acquisition component does not work.


If the local database of the acquisition component does not work, error messages are
displayed in the log files "Compression", "Kernel" and "Synchronisation".
Open the log file "SQL Provider". This log file should be empty. If there are error messages
in this log file, the local database is corrupt.

Alarms for acquisition values are not generated


If no alarms are generated in the event of limit violations in the values with the compression
level "Acquisition values", proceed as follows:
1. Open the latest log file "Compression".
2. Filter the log file by the identifier "PLSI".
3. Check whether limit violations have been detected.

Gaps are not detected


If no gaps are detected in the acquired values, carry out troubleshooting as follows:
1. Open the latest log file "Compression".
2. Filter the log file by the identifier "Gap".
3. Check whether gaps have been detected.

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8.8 Troubleshooting with log files

8.8.3 Reporting service error


For more information on the "Recalculation" log file, see the reference under "Recalculation".
For more information on the "MEVA calculation" log file, see the reference under "MEVA
calculation".

Requirements
● You have the functional right "Administration > Logging Viewer > View"
● You have the functional right "Administration > Service Cockpit > View"
● The Service Cockpit in the web client is open.

Daily values in matrix but no monthly values calculated


If you entered the daily values in a matrix, yet no monthly values were calculated, carry out
troubleshooting as follows:
1. Open the latest log file "Recalculation".
2. Filter the log file by the identifier "ACOP".
3. Check to see whether compression is still pending.
4. Filter the log file by the identifier "RCAL".

Derived data points are not calculated automatically


If derived data points are not calculated automatically even though the data point is
configured accordingly, carry out troubleshooting as follows:
1. Open the latest log file "Recalculation".
2. Filter the log file by the identifier "DCAL".
3. Check to see whether recalculation is still pending.
4. Filter the log file by the identifier "RCAL".

MEVA/KPI is not calculated


If a MEVA/KPI is not calculated, carry out troubleshooting as follows:
1. Open the Logging Viewer in the Energy Manager Pro Client.
For more information on the Logging Viewer, refer to the section "Logging Viewer"
2. Search for error messages of the MEVA/KPI in Logging Viewer.
3. Open the log file "MEVA calculation".

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Service Cockpit
8.8 Troubleshooting with log files

Substitute values are not calculated for manually acquired daily values
If the substitute values are not calculated for gaps of manually acquired daily values, carry
out troubleshooting as follows:
1. Open the latest log file "Recalculation".
2. Filter the log file by the identifier "REPV".
3. Check whether gaps have been detected.
4. Filter the log file by the identifier "RCAL".
5. Check whether substitute values were generated.

Interpolation of monthly values does not work


If the interpolation of monthly values does not work, carry out troubleshooting as follows:
1. Open the latest log file "Recalculation".
2. Filter the log file by the identifier "EXPA".
3. Check whether interpolation or extrapolation was performed.
4. Filter the log file by the identifier "RCAL".
5. Check whether an interpolated or extrapolated value was created.

8.8.4 Reporting service error


You can find more information on the "Report Server" log file in the reference under "Report
Server".

Requirements
● You have the functional right "Administration > Logging Viewer > View"
● You have the functional right "Administration > Service Cockpit > View"
● The Service Cockpit in the web client is open.

Reports are not generated


If only the first green check mark is displayed after starting a report, or an automatically
calculated report is not displayed, carry out troubleshooting as follows:
1. Open the log file "Report Server".
2. Filter the log file by the ID of the report.
3. Search for error messages.
If macros and Visual Basic were not activated in the EXCEL settings, this error occurs.
4. Check whether a default printer is defined in the operating system.

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Reference 9
9.1 Time unit abbreviations

Abbreviation Time unit


d Day
h Hour
Y Year
M Month
min Minute
s Second
W Week

9.2 Unit conversion Energy/Power

Energy Power
J J/h
kJ kJ/h
MJ MJ/h
GJ GJ/h
Ws Ws/h
Wh W
kWh kW
GWs/h
GWh GW
TWh TW
VArh VAr
kVArh KVAr
MVArh MVAr
GArh GVAr
VAh VA
kVAh kVA
MVAh MVA
GVAh GVA
Nm3 Nm3/h
m3 m3/h
l l/h

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Reference
9.3 Existing functional groups

Energy Power
hl hl/h
kg kg/h
t t/h
tCO2 tCO2/h
pce pce/h
pce pce/h

9.3 Existing functional groups

Overview of functional groups


The following table shows the functional groups available after the installation of Energy
Manager. In Energy Manager Basic no functional groups can be created or modified. Which
group has which functional rights is described in the following chapter Available functional
rights.

Functional group Function


ADMINISTRATOR This group includes comprehensive functional rights for Energy Manager.
This group has the right to delete, add or configure all objects.
CONFIGURATOR This group has the right to configure Energy Manager objects.
GUEST This group is permitted to view all objects in the tree.
This group does not have the right to delete, add or configure objects. The group
also does not have the right to create new reports and to calculate analyses.
This grouping is intended to apply simple, temporary restrictions on significant
operator actions in the system.
To set up explicit, long-term restrictions on functional rights, you should use a
combination of the following functional groups.
OPERATOR This group has the right to operate Energy Manager objects.

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9.4 Available functional rights

9.4 Available functional rights


In Energy Manager you can restrict functions for unauthorized users. For example, you can
assign a user the right to start a report and view the result. You can, however, disallow the
user from configuring the report. You can also merge several users to form several user
groups. The user Admin or Superadmin sets the user rights for the corresponding users and
user groups as well as the functional restrictions in the functional user group. Most functional
restrictions in Energy Manager are based on the following basic principle:
1. Configuration
2. Creation, deletion and configuration
3. View

Configuration
The user is authorized to configure objects using the configuration dialog. The user is not
authorized to delete objects or create new objects.

Creation, deletion and configuration


The user is authorized to configure and delete objects and create new objects.

View
The user is authorized to open objects and view the contents. The user is not authorized to
configure or delete objects or create new objects. Some objects such as a MEVA can only
be viewed by the user in the navigation area without opening a dialog. In the corresponding
object properties you can find out whether you can open the object and view the contents or
only see the object in the navigation area.
The user is also not authorized for the following functions:
● Copy
● Clone
● Delete
● Cut
● Disconnect

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Reference
9.4 Available functional rights

Overview
The following table provides an overview of the available functional rights:
The letters in brackets indicate which functional groups have this right after installation of the
Energy Manager .
The letters stand for the following functional groups:
● A: Administrator
● C: Configurator
● O: Operator
● G: Guest

Rights area Assigned rights


Account Configuration:
• Create, remove, configure: The user has the right to create, delete and configure
accounts.
• View (A, C, G, O): The user has the right to open and view accounts.
Administration Logging Viewer:
• View (A, C, O): The user has the right to open and view the Logging Viewer.
Service Cockpit:
• View (A, C, O): The user has the right to open and view the Service Cockpit.
Alarming Configuration:
• Configure (A, C): The user has the right to open and configure KPI message
lists.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure KPI message lists.
• View (A, C, O): The user has the right to open and view KPI message lists.
Values:
• Acknowledge (A, C, G, O): The user has the right to open and confirm messag-
es.
• View (A, C, G, O): The user has the right to open and view messages.
Backup Configuration:
• Configure (A): The user has the right to open and configure the storage location
of the backup and the schedule for automatic creation of a backup.
• View (A, C, O): The user has the right to open and view the storage location of
the backup and the schedule for the automatic creation of a backup.
Usage (A):
• Start: The user has the right to create a backup.
Chart Object Configuration:
• Configure (A, C, G, O): The user has the right to open and configure charts.
• Create (A, C, G): The user has the right to open and create charts.
• Delete (A, C, G): The user has the right to open and delete charts.

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9.4 Available functional rights

Rights area Assigned rights


Client Control To log onto a component, the "Client Control" right is the minimum right for the user.
Acquisition:
• Configure(A): The user has the right to configure acquisition components.
Client:
• Configure (A, C ,G, O): The user has the right to configure the Energy Manager
PRO Client.
Web:
• Configure (A, C, G, O): The user has the right to configure Energy Manager
PRO Web.
Domain Configuration:
• Create, remove, configure: The user has the right to create, delete and configure
domains.
• View (A, C, G, O): The user has the right to open and view domains.
Object Assignment:
• Modify (A): The user has the right to configure assignments of domains.
• Share (A): The user has the right to assign domains.
• View (A, C, G, O): The user has the right to open and view assignments of do-
mains.
Energy Efficiency Configuration:
• Configure (A, C, G): The user has the right to open and configure energy effi-
ciency measures.
• Create, remove, configure (A, C, G): The user has the right to create, delete and
configure energy efficiency measures.
• View (A, C, G, O): The user has the right to open and view energy efficiency
measures.

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9.4 Available functional rights

Rights area Assigned rights


ERP Connector Business Unit:
• Configure (A, C): The user has the right to open and configure Business Units.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure Business Units.
• View (A, O): The user has the right to open and view Business Units.
Cost Center:
• Configure (A, C): The user has the right to open and configure cost centers.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure cost centers.
• View (A, C, O): The user has the right to open and view cost centers.
Cost center relation:
• Configure (A, C): The user has the right to open and configure the cost center
relation.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure the cost center relation.
• View (A, C, O): The user has the right to open and view the cost center relation.
Cost element:
• Configure (A, C): The user has the right to open and configure cost elements.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure cost elements.
• View (A, C, O): The user has the right to open and view cost elements.
File Common:
• Configure (A, C, G): The user has the right to open and configure files.
• Create, remove, configure (A, C, G, O): The user has the right to create, delete
and configure files.
Data:
• Fetch (A, C, G, O): The user has the right to open documents from a file.
• Modify (A, C, G): The user has the right to upload documents or overwrite exist-
ing documents.
Folder • Configure (A, C): The user has the right to open and configure folders.
• Create, delete (A, C): The user has the right to create and delete folders.
• View (A, C, G, O): The user has the right to open and view folders.
Import and export Export:
• Configure (A, C): The user has the right to export subprojects to an XML file.
Import:
• Configure (A, C): The user has the right to import subprojects.
Job • Create, remove, configure (A, C): The user has the right to create, delete and
configure job queues.
• View (A, C, O): The user has the right to open and view job queues.

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Rights area Assigned rights


Licensing Config:
• Configure (A): Not relevant for Energy Manager PRO V7.2.
• Create, remove, configure (A): Not relevant for Energy Manager PRO V7.2.
• View (A, C, G, O): The user has the right to open and view the license dialog.
Left • Modify (A, C, G, O): The user has the right to delete links from data points and
documents.
Locking Configuration:
• Configure (A, C): The user has the right to lock objects.
Loop, Prototype • Configure (A, C): The user has the right to open and configure loops and proto-
types.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure loops and prototypes.
• View (A, C, O): The user has the right to open and view loops and prototypes.
Master Data • Configure (A, C): The user has the right to open and configure cycle times and
query types.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure cycle times and query types.
• View (A, C, G, O): The user has the right to open and view cycle times and que-
ry types.
Matrix • Create, remove, modify (A, C): The user has the right to create, delete and con-
figure matrices.
• Modify (A, C, O): The user has the right to configure matrices.
• View (A, C, G, O): The user has the right to open and view matrices.
Measured Value • Insert, remove, modify (A, C): The user has the right to enter measured values
of a data source in the matrix or measured value editor and delete and configure
them.
• Modify (A, C): The user has the right to open measured values of a data source
and enter them in the matrix or measured value editor.
• View (A, C, G, O): The user has the right to open and view measured values of
a data source.
Measurement • Configure (A, C): The user has the right to open and configure data points.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure data points.
• View (A, C, G, O): The user has the right to open and view data points.
Measuring Variable • Configure (A, C): The user has the right to open and configure MEVAs.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure MEVAs .
• View (A, C, G, O): The user has the right to open and view MEVAs.

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Rights area Assigned rights


ODBC Connector Configuration:
• Configure (A, C): The user has the right to open and configure ODBC data
sources.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure ODBC data sources.
• View (A, C, O): The user has the right to open and view ODBC data sources.
Import values (A, C):
The user has the right to import values from an ODBC data source.
Parameter Common:
• Configure (A, C): The user has the right to open and configure parameters.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure parameters.
• View (A, C, G, O): The user has the right to open and view parameters.
Values:
• Create, remove, configure (A, C, G): The user has the right to create, delete and
configure parameter values.
Permission • Create, remove, configure (A, C): The user has the right to create, delete and
configure functional groups.
• View (A, C, O): The user has the right to open and view functional groups.
Printer • Configure (A, C): The user has the right to open and configure printers.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure printers.
• View (A, C, O): The user has the right to open and view printers.
Production Plan This rights group is only relevant if the license "Forecast and planning" exists in the
ALM.
• Configure (A, C): The user has the right to open and configure production plans.
• Create, remove, configure (A, C): The user has the right to create, delete and
import production plans.
• View (A, C, G, O): The user has the right to open and view production plans.
Profiles • Configure (A, C): The user has the right to open and configure profiles.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure profiles.
• View (A, C, G, O): The user has the right to open and view profiles.
Quick Chart Comments Configuration:
• Configure (A, C, G, O): The user has the right to open and configure comments
in charts.
• Create (A, C, G, O): The user has the right to open and create comments in
charts.
• Delete (A, C, G, O): The user has the right to open and delete comments in
charts.

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Rights area Assigned rights


Report Configuration:
• Configure (A, C): The user has the right to open and configure reports.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure reports.
• View (A, C, G, O): The user has the right to open and view reports.
Report:
• Open pdf only (A, C, G, O): The user has the right to open and view created
reports only in PDF format.
• Open xls/doc/pdf (A, C, G, O): The user has the right to open and view created
reports in Excel, Word and PDF format.
• Restart, start (A, C, G, O): The user has the right to manually start reports and
restart already created reports via task management.
• Start, delete (A, C, G, O): The user has the right to manually start reports and
delete already created reports.
Task management Configuration:
• Configure (A, C): The user has the right to open and configure tasks.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure tasks.
• View (A, C, O): The user has the right to open and view tasks.
Task management:
• Start (A, C): The user has the right to start tasks.
Template Manager You configure reports and machine specifications in the Template Manager.
Configuration (A, C):
• Configure (A, C): The user has the right to open and configure templates.
• Create (A, C): The user has the right to create new templates.
• Delete (A, C): The user has the right to delete templates.
Trend Not relevant for Energy Manager PRO V7.2.
Unique Objects Not relevant for Energy Manager PRO V7.2.
Unit • Configure (A, C): The user has the right to open and configure units.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure units.
• View (A, C, O): The user has the right to open and view units.
User • Configure (A, C): The user has the right to open and configure other users.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure other users.
• View (A, C, O): The user has the right to open and view other users.
Visualization Not relevant for Energy Manager PRO V7.2.

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Rights area Assigned rights


Web interface Administration:
• Configure (A, C): The user has the right to configure the Siemens logo and start
screen in the Energy Manager PRO Web administration area.
Menu:
• View (A, C, O): The user has the right to view the Energy Manager PRO Web
menu and toggle between the tree structure and the administration area.
Quicklinks:
• Configure (A, C, O ): The user has the right to open and configure Quicklinks in
Energy Manager PRO Web.
• Create (A, C, O): The user has the right to open and create Quicklinks in Energy
Manager PRO Web .
• Delete (A, C, O): The user has the right to open and delete Quicklinks in Energy
Manager PRO Web.
• View (A, C, O): The user has the right to open and view Quicklinks in Energy
Manager PRO Web.
Widgets/Dashboards • Configure (A, C): The user has the right to configure dashboards and create,
delete and configure widgets in Energy Manager PRO Web.
• Create, remove, configure (A, C): The user has the right to create, delete and
configure dashboards and widgets in Energy Manager PRO Web .
• View (A, C, O): The user has the right to open and view dashboards and widgets
in Energy Manager PRO Web.

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9.5 ASCII FTP formats

9.5 ASCII FTP formats

9.5.1 ASCII FTP import interface


Using the ASCII FTP import interface, you can import the content of ASCII files of diverse
formats to Energy Manager.
The specification for the supported formats is the same in all cases.
During the installation of Energy Manager, a sample file for each supported format in the
%Install-DIR%\EnMPRO\GUI\ftp directory is stored on the acquisition system.

File format Sample file


fp_Aprol ChronoLogDataExport_pfil_H_15_03_2010.txt
fp_bdata 20100627_000000_FribaDP01.txt
fp_xmlparser d_EL_E_7D_outside_temperature_20100101000000_20100102000000.xml
fp_dalog Dalog_File.txt
fp_excelcsv Excel_CSV.csv
fp_excelcsvNODST Excel_CSV_NODST.csv
fp_freja AVV_000112200_20100328000000_20100329000000.txt
TextValue TextValues.txt
fp_Zenon.dll zenOn.txt

The following chapters contain more information on the various parsers and supplied sample
files.

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9.5.2 APROL
APROL is a process control system. This system also exports the values as a "*.txt" file with
a specific HTML format. The structure will look as follows:
<record date=“YYYY-MM-DD“ time=“hh:mm:ss“ id=“Addressidentifier“>
<field name=“val“>Value</field>
<field name=“mode“>0</field>
</record>
To assign values to a data point, enter the address identifier of the values in the entry field
"Address" during configuration.

Example
The following figure shows a file with the required structure:

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9.5 ASCII FTP formats

9.5.3 BDATA
You can import "*.txt" files from B.Data with the format BDATA. Do not modify the files of
B.Data or else the import will no longer work. The separator is the semicolon sign. Each
entry also features quotation marks at the beginning and the end.
To assign values to a data point, enter the ID number of the values in the "Address" entry
field when configuring the data point. You can find the ID number under the entry
"MESS_ID". The ID number for the first entry in the example below is "00059".

Example
The following figure shows a file with the required structure:

Note
Where applicable, as in Germany, use a comma as the decimal separator for the operating
system.
Otherwise use a period as the decimal separator.
The figure above uses a period as the decimal separator. This file is therefore correct for non
German-speaking operating systems.

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9.5.4 BDATA_XML_Format
In Energy Manager you can export values in an "*.xml" file. You can import these values with
the BDATA_XML format. Do not modify the "*.xml" files of Energy Manager Pro or the import
will no longer work.
To assign values to a data point, enter the ID number of the values in the "Address" entry
field when configuring the data point. The ID number for the first entry in the example below
is "110357".

Note
Importing XML files with or without line breaks
If you wish to import an XML file with more than 65533 bytes, the XML file must be formatted
with line breaks.
If the XML file does not contain any line breaks, a maximum of 65533 bytes of data is
imported.

Example
The following figure shows a file with the required structure:

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9.5.5 DALOG
The DALOG system is a data storage system which imports values as a "*.txt" file. The
structure will look as follows:
The address identifiers of the individual data points are found in the first line:
Address label 1@ Address label 2@ Address label 3@ Address label 4
A "1" stands for each data point in the second line:
1@1@1@1
From the third line, the time stamps are listed with the respective values:
timestamp@Value1@Value2@Value3@Value4
To assign values to a data point, enter the address identifier of the values in the "Address"
entry field when configuring the data point.
The separator in this case is "@". The following structure is required for the time stamp:
YYYY.MM.DD hh:mm:ss

Example
The following figure shows a file with the required structure:

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9.5.6 EXCELCSV
You can import CSV files from Excel with the EXCELCSV format.
In the EXCEL file, the time stamps of the values are listed in the first column (column A). The
format of the time stamp is the German time and date format: DD.MM.YYYY hh:mm
You can choose any header of the column with the time stamps.
From the second column, the values for a time stamp are entered. Every column represents
a data point. The address label for the values is the column header in the first line.
To assign values of a column to a data point, enter the address label of the values in the
"Address" entry field when configuring the data point.
The separator is the semicolon. However, the separator is only visible outside of Excel.

Example
The following figure shows a file with the required structure:

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9.5.7 EXCELCSVNODST
The difference between the formats EXELCSV and EXCELCSVNODST is the time basis.
The time stamps in this format are consistently requested in UTC+1 (standard time).
Energy Manager adds an hour with this format for representation in daylight saving time.
The structure of the file is identical to that of a file in the EXCELCSV format.

Example
The following figure shows a file with the required structure:

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9.5.8 FREJA
The FREJA system is an energy accounting system. The system uses the data format "*.txt".
The required structure of the file is described in the following table:

Column Column header Contents Example


1 Year Year value of the timestamp 2018
2 Month Month value of the 03
timestamp
3 Day Daily value of the timestamp 28
4 Hour Hour value of the time stamp 09
5 Minute Minute value of the 45
timestamp
6 TAGname Address label HQK_FJV_ATOF_LEV_EGI_
1M
7 Unit Unit of the value MWh
8 Value Value of the entry 200

Columns 9 and 10 with the column headers "Quality" and "Remark" are not used by Energy
Manager.
The separator field between the columns is a tabulator. Import is only possible with correct
column headers.
To assign values to a data point, enter the address label of the values in the "Address" entry
field when configuring the data point.

Example
The following figure shows a file with the required structure:

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9.5 ASCII FTP formats

9.5.9 TextValue
You can import texts with this format.
The TextValue format has the following structure:
Time stamp;address label;text
The German time and date format is requested for the time stamp: DD.MM.YYYY hh:mm
The semicolon sign is the separator.

Example
The following figure shows a file with the required structure:

9.5.10 ZenOn
The ZenOn system is a system which saves values in a "*txt" file in CSV format. The
required structure of the "*.txt" file is described in the following table:

Column Contents Example


1 Address label H2_UYC01_CT001
2 Value of the entry 8.6
3 Standard or daylight saving time SPONT WINTER
4 Date of the timestamp 27 January 2018
5 Time of the timestamp 01:00:00

Example
The following figure shows a file with the required structure:

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9.6 Log files

9.6 Log files


The log files for all components except the tasks are stored in the "Installation
directory\EnMPRO\GUI\mcl\trace".
The log files for the tasks are stored in the "Installation directory\EnMPRO\GUI\Logdateien".

9.6.1 Kernel

Structure of the messages


All messages in the kernel log file are structured as follows: Date|Time|Number: Alarm
The type of message is expressed by the number:

Number Message type


1000 Information
2000 Warning
3000 Error

Starting the kernel


When the kernel is started, the following informational message is written to the log file when
booting starts:
20190211|10:26:02:455|1000: -----------------------------------------

20190211|10:26:02:455|1000: Email Error Reporter started with user defined warning


level 'Severe'. Sending all messages >= 'Severe' to operator.

20190211|10:26:02:455|1000: MessageReporter Settings

20190211|10:26:02:455|1000: MaxSize = 50000

20190211|10:26:02:455|1000: Files = 1000

20190211|10:26:02:455|1000: LastUsed = 85

20190211|10:26:02:455|1000: BaseName = C:\EnMPRO\GUI\mcl\trace\Kernel\tr

20190211|10:26:02:455|1000: -----------------------------------------

20190211|10:26:02:471|1000: B.Data Kernel v702.00.500.53, Feb 1 2019 (23:14:25)...

20190211|10:26:02:486|1000: © Siemens AG, 2016. All rights reserved.

20190211|10:26:02:486|1000: Start Update-Subscription Worker

20190211|10:26:02:486|1000: no external startup processes configured

20190211|10:26:02:486|1000: Update-Subscription: poll interval 10000

20190211|10:26:02:486|1000: Please note: Daylight saving is on.

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9.6 Log files

We are in time zone "W. Europe Standard Time"/"W. Europe Daylight Time", this means
3600 offset of GMT.

Please don't forget to get up on last Sun of Mar at 02:00:00 and advance your clock
3600 secs.

Never mind, you can sleep longer on last Sun of Oct.

On that day at 03:00:00 time changes back.

The kernel is then configured. At each data point, the kernel checks whether "Log to DB" is
active.
The following message is written to the log file:
20190211|10:26:04:049|1000: create dblog d_PAC2200_E_Wh_T1_imp "5151" mode 1

The meaning of the important sections of the message can be found in the following table:

Message section Meaning


create dblog Check where "Log to DB" is enabled
d_PAC2200_e_Wh_T1_imp Data point name
mode Test result:
• mode 0 = "Log to DB" not active
• mode 1 = "Log to DB" active

The acquired values are only forwarded to the Acquisition service when "Log to DB" is
enabled.
Once the kernel is ready to acquire values, the following message is written to the log file:
20181212|20:34:48:132|1000: sending all constants...

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9.6 Log files

Kernel update event


When the configuration of a data point or interface changes, a kernel update event occurs.
The following events cause a kernel update event:
● Changing the cycle time of a data point or interface
● Changing the data point name
● Changing the data point address
When a kernel update event occurs, the following message is written to the log file:
20190205|10:34:38:755|1000: Kernel: Update Event received!

The kernel then checks at each data point, as described above, whether "Log to DB" is
active.
After the check, the changed data point and the corresponding interface are re-configured.
The following message is written to the log file:
20190205|10:34:41:220|1000: Begin - Reconfiguration --------------------------------

20190205|10:34:41:226|1000: Update Tags in Buffer (11026)

20190205|10:34:41:232|1000: changes -> Update-Tag (11027)

20190205|10:34:41:243|1000: Linkin 11027->11027 : Parameter 0 already linked.


Replacing it.

20190205|10:34:41:248|1000: Create Tag: Id= 11027 (BufferId= 11026)

20190205|10:34:41:254|1000: OPC-UA: Configured cycle time for Opc-Ua buffer


'EnergySuite_IO' is 60 seconds

20190205|10:34:41:299|1000: Lastio of '11027' at 12.12.2018 20:29:00

20190205|10:34:41:344|1000: OPC-UA: Last IO for buffer was at 12.12.2018 20:29:00

20190205|10:34:41:391|1000: OPC-UA: WARNING: Creation of address


'ns=1;s=v|EnS_EnergyArchive\Ventilation_power' for 11027 was not successful

20190205|10:34:41:437|1000: End - Reconfiguration----------------------------------

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9.6 Log files

Information on acquisition components


If values are transferred from an acquisition component, the following message is written to
the log file:
20190206|10:04:25:170|1000: 2019-02-06 10:04:25 0-02:13:55 7296600 908.102/s (0s) 82

The meaning of the important sections of the message can be found in the following table:

Message section Meaning


2019-02-06 10:04:25 Time stamp of acquisition
0-02:13:55 Time since the acquisition runs in the following format:
Days-Hours:Minutes:Seconds
7296600 Number of measured values acquired since the acquisition
component has been running.
908.102/s Number of acquired values per second
(0s) Time elapsed since the last measured value acquisition.
82 Number of measured values in the cache

Number of inserted values


If values are forwarded to the acquisition service, the following message is written to the log
file:
20190205|13:34:41:437|1000: 500 numeric records inserted (32000 bytes)

In this example, "500" is the number of transmitted values and "32000 bytes" is the amount
of data.

Process ID
Each channel has a unique process ID. Each message about a channel starts with the
process ID of the channel in square brackets, as in the following example:
20190708|13:40:51:237|1000: [12508] ModBusDevice: OpenDevice: TCP/IP connection error

In this example, 12508 is the process ID.


If you filter the log file by the process ID in square brackets, only the messages of the
corresponding channel are displayed.

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9.6 Log files

Shutting down the kernel


When the kernel is stopped or restarted, the following message is written to the log file:
20190211|10:21:04:189|1000: Sending answer 'OK|Shutdown in progress' to client ''

20190211|10:21:04:194|1000: exit DELTAMANAGER

20190211|10:21:04:198|1000: Final Service Shutdown entered...

20190211|10:21:04:199|1000: Kernel: Update - Termination Event receive!

20190211|10:21:04:199|1000: Kernel: Update Thread stopped!

20190211|10:21:04:199|1000: Stop Requester (4632) (bfs_modbus) ...

20190211|10:21:04:204|1000: Requester (4632) (bfs_modbus) - stopped...

20190211|10:21:04:222|1000: Shut down database logger...

20190211|10:21:04:222|1000: Total Number of records stored: 82628

20190211|10:21:04:253|1000: Database Insertion thread stopped.

20190211|10:21:04:675|1000: shutdown ORA listener

20190211|10:21:04:768|1000: InsertionThread done.

20190211|10:21:04:768|1000: Wait for shutdown of database inserter succeeded

20190211|10:21:04:768|1000: flush C:\EnMPRO\GUI\mcl\sink\Kernel\sink00000n.bfs ...

20190211|10:21:04:768|1000: Wrote 128 records (8192 bytes) to file


C:\EnMPRO\GUI\mcl\sink\Kernel\sink00000n.bfs

20190211|10:21:04:768|1000: File Flush thread stopped.

20190211|10:21:05:284|1000: Wait for file flush thread succeeded

20190211|10:21:05:284|1000: Shut down command listener...

20190211|10:21:05:284|1000: SubscriptionWorkerThread stopped!

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9.6 Log files

9.6.2 Acquisition service


The acquisition service is part of the acquisition component. There are several log files for
the acquisition service. The acquisition service consists of several components, for each of
which there is a log file.
The following table shows the various log files of the acquisition service and the tasks of the
corresponding components.

Log file Tasks


Compression Compression, plausibility, gap detection
Synchronization Synchronization of the local database of acquisition with the SQL
server on the application server.
Raw File Provider "Raw" files
Sink Data Importer Imported "SINK" files
Data Deletion Utilization of the local database, deletion of synchronized data
Acquisition Component Host Management of acquisition service components
SQL Provider Access to the local database of the acquisition

9.6.2.1 Compression
The "Compression" log file has a maximum size of 150 KB. The maximum number of log
files is 100.

Startup of the component


The compression component is initialized after the acquisition service is started. The number
of compression levels for each data point is logged as follows in the "Compression" log file:
2019-02-11 11:13:05,412 [ 5] [COP] - INFO - Initialize Compression Component

2019-02-11 11:13:05,450 [ 5] [COP] - INFO - Load registry settings...

2019-02-11 11:13:05,482 [ 5] [COP] - INFO - Load BData DB settings...

2019-02-11 11:13:05,714 [21] [(null)] - INFO - LoginAccepted: UserInfo= User ADMIN


(505)

2019-02-11 11:13:06,969 [ 5] [COP] - INFO - Component Initialization finished...

2019-02-11 11:13:06,971 [14] [COP] - INFO - Waiting until initial configuration


synchronisation is finished...

2019-02-11 11:13:11,973 [14] [COP] - INFO - Starting initialization of compression


configuration...

2019-02-11 11:13:12,173 [38] [(null)] - INFO - (PLSI) - PlausibilityResult worker


process started.

2019-02-11 11:13:12,178 [14] [COP] - INFO - Build Measurement list

2019-02-11 11:13:13,333 [14] [COP] - INFO - (SINK) - Cycle for open sink data
recalculation : 30000 [msec]

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2019-02-11 11:13:13,480 [14] [COP] - INFO - [5621] - Compression configuration ended.


Measurement contains 3 compression levels to calculate.

2019-02-11 11:13:13,491 [14] [COP] - INFO - [5623] - Compression configuration ended.


Measurement contains 3 compression levels to calculate.

2019-02-11 11:13:13,507 [14] [COP] - INFO - [5624] - Compression configuration ended.


Measurement contains 3 compression levels to calculate.

Reception of the acquired measured values


When measured values are acquired, the reception of the values from the kernel is
confirmed with the following entry in the "Compression" log file:
2019-02-06 11:21:58,231 [13] [(null)] - INFO - Handle MemoryStream time : 06.02.2019
10:21:58 length : 32000 starting

Calculation of the compression (RCAL)


If a compressed interval is calculated, the interval and the number of compressed values are
specified:
2019-02-14 10:30:14,031 [34] [(null)] - INFO - (RCAL) - [13230]* - tCLevel:2105
ENDTIME:14.02.2019 09:30:00 in recalculation...

2019-02-14 10:30:14,048 [34] [(null)] - INFO - (RCAL) - [13230] 1 recalculation


orders found

2019-02-14 10:30:14,059 [34] [(null)] - INFO - (RCAL) - [13230] fCLevel:2100


tCLevel:2105 fDT:14.02.2019 09:15:00 tDT:14.02.2019 09:30:00 in recalculation...

2019-02-14 10:30:14,138 [34] [(null)] - INFO - (RCAL) - [13230] - 467 msjoValues for
fCLevel:2100 and range: fDT:14.02.2019 09:15:00 tDT:14.02.2019 09:30:00 found

2019-02-14 10:30:14,183 [34] [(null)] - INFO - (RCAL) - [13230]** - tCLevel:2105


ENDTIME:14.02.2019 09:30:00 (fDT:14.02.2019 09:15:00) recalculation finished...

Calculation for the defined compression levels (CMPR)


If compressions calculated by the acquisition service were written to the local database, the
write operation is logged in the log file as follows with the following message:
2019-02-14 10:30:06,210 [35] [(null)] - INFO - (CMPR) - 1 open items to handle

2019-02-14 10:30:06,267 [35] [(null)] - INFO - 1 measurement numeric values inserted


successfully

The acquisition service calculates all compressions up to the "Daily values" compression
level.

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Checking the plausibility limits (PLSI)


If limits of a data point are active, the acquired measured values are checked. If a limit is
violated, an alarm is generated. In this case, the following message is written to the log file:
2019-02-14 10:36:42,157 [37] [(null)] - INFO - (PLSI) [13230] - Alarm Upper Limit
violation: PlausiResult: ID:13230 DT:1550136970 DV:0,866025403852806 ST:1 ME:17 CL:2

Gap detection (PLSI)


If a gap occurs and an alarm is generated, this generation is logged in the log file as follows:
2019-02-14 12:17:00,196 [32] [(null)] - INFO - (PLSI) GAP violation: PlausiResult:
ID:13230 DT:1550142952 DV:0 ST:1 ME:12 CL:2

Changes in the tables of the local database (SYNC)


If one of the tables in the local database is changed, the following entry is written to the log
file:
2019-02-14 10:12:05,175 [ 6] [(null)] - INFO - (SYNC) - TB_MESSUNG changed: 1 items
to Insert
2019-02-14 10:12:05,240 [ 6] [(null)] - INFO - [13230] - Compression configuration
ended. Measurement contains 3 compression levels to calculate.

2019-02-14 10:12:05,255 [ 6] [(null)] - INFO - (SYNC) - [13230] measurement Insert

2019-02-14 10:12:05,265 [ 6] [(null)] - INFO - (SYNC) - TB_COMPRESSION changed: 2


items to Insert2019-02-14 10:22:08,387 [31] [(null)] - INFO - (SYNC) - TB_MESSUNG
changed: 1 items to Update2019-02-14 10:22:08,398 [31] [(null)] - INFO - (SYNC) -
[13230] measurement Update
2019-02-14 10:36:12,795 [17] [(null)] - INFO - (SYNC) - TB_MESSUNG changed: 1 items
to Update

2019-02-14 10:36:12,802 [17] [(null)] - INFO - (SYNC) - [13230] measurement Update

2019-02-14 10:36:12,809 [17] [(null)] - INFO - (SYNC) - TB_MESS_PLAUSI_LIMIT changed:


1 items to Insert

Shutting down the component


When the component is stopped, the following message is written to the log file:
2019-02-11 11:12:28,397 [12] [(null)] - INFO - Shutdown compression component.

2019-02-11 11:12:28,398 [12] [(null)] - INFO - Stop initialization process

2019-02-11 11:12:28,574 [48] [(null)] - INFO - (MSTR) - Exit MeasurementStringData


worker process.
2019-02-11 11:12:28,576 [47] [(null)] - INFO - (CMPR) - Exit CompressionResult worker
process.

2019-02-11 11:12:28,604 [41] [(null)] - INFO - (PLSI) - Exit PlausibilityResult


worker process.

2019-02-11 11:12:28,604 [46] [(null)] - INFO - (RCAL) - Exit Recalculation worker


process.

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9.6.2.2 Raw file provider


This log file is usually empty.
A "Raw" file with the acquired measured values is created for each day and each data point.
If an error occurs while creating or writing the values, this is logged in this log file.

9.6.2.3 SinkDataImporter
If the kernel cannot forward the acquired values to the Acquisition service, the values are
written to "SINK" files. SinkDataImporter checks if new "SINK" files are available once every
minute.
If there are no new "SINK" files, the following message is written to the log file:
2019-02-06 11:11:17,507 [28] [(null)] - INFO - (DATASINNK) - Datasink Importer
SearchFolders -> C:\EnMPRO\mcl\sink\Kernel | C:\EnMPRO\mcl\sink\FTP
2019-02-06 11:11:17,508 [28] [(null)] - INFO - (DATASINNK) - Watch for new sink files
-> C:\EnMPRO\mcl\sink\Kernel
2019-02-06 11:11:17,509 [28] [(null)] - INFO - (DATASINNK) - Watch for new sink files
-> C:\EnMPRO\mcl\sink\FTP

When there are new "SINK" files, the SinkDataImporter tries to import the new files.
In this case, the following message is written to the log file:
2019-02-06 11:12:17,972 [28] [(null)] - INFO - (DATASINNK) - Import -> sink00024n.bfs
succeeded
2019-02-06 11:12:17,974 [28] [(null)] - INFO - (DATASINNK) - Move File from
C:\EnMPRO\mcl\sink\Kernel\sink00024n.bfs to
C:\EnMPRO\mcl\sink\Kernel\Imported\20190206_111217973_sink00024n.bfs

The imported values are written to the "Raw" files.

9.6.2.4 Data deletion


An overview is written to the "Data deletion" log file once every minute. The overview shows
the size of the local database and information about the deleted values of the local database.
The following figure shows the overview:

9.6.2.5 Acquisition component Host


This log file is empty by default.
If an error occurs when initializing components of the acquisition service, this error is logged
in the log file.

9.6.2.6 SQL provider


This log file is empty by default.
If it is not possible to access to the local database, a corresponding error message is written
to the log file.

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9.6 Log files

9.6.3 Calculation service

9.6.3.1 Calculation service


The calculation service is part of the application server. There are several log files for the
calculation service. The calculation service consists of several components, for each of
which there is a log file.
The following table shows the various log files of the acquisition service and the tasks of the
corresponding components.

Log file Tasks


Recalculation Calculation and recalculation of compressions and data points
MEVA calculation Calculation of MEVAs/KPIs
Counter calculation Calculation of counter differences of acquired values
Machine calculation Calculation of the consumers
Calculation component host Management of calculation service components

9.6.3.2 Recalculation
The "Recalculation" log file is for messages related to the compression of the acquired
measured values. The log file has a maximum size of 151 KB. The maximum number of log
files is 100.

Calculation of compressions (RCAL)


If a compressed interval is calculated by the Acquisition service, the interval and the number
of compressed values are specified:
2019-02-14 12:31:34,348 [31] [(null)] - INFO - (RCAL) - [9887] 1 recalculation orders
found

2019-02-14 12:31:34,352 [31] [(null)] - INFO - (RCAL) - [9887] fCLevel:2105


tCLevel:2110 fDT:23.11.2019 02:00:00 tDT:23.11.2019 03:00:00 in recalculation...

2019-02-14 12:31:34,367 [31] [(null)] - INFO - (RCAL) - [9887] - 4 msjoValues for


fCLevel:2105 and range: fDT:23.11.2019 02:00:00 tDT:23.11.2019 03:00:00 found

2019-02-14 12:31:34,378 [31] [(null)] - INFO - (RCAL) - [9887]** - tCLevel:2110


ENDTIME:23.11.2019 03:00:00 (fDT:23.11.2019 02:00:00) recalculation finished...

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Retroactive billing of derived data points (DCAL)


When a derived data point is re-calculated, the interval and the number of compressed
values is specified:
2019-03-12 12:17:00,582 [39] [(null)] - INFO - (DCAL) - ## Begin automatic
recalculation of derived recalculation entrys...

2019-03-12 12:17:00,587 [39] [(null)] - INFO - (DCAL) - Search for open derived
datapoints to (re)calculate

2019-03-12 12:17:00,623 [39] [(null)] - INFO - (DCAL) - 140 open derived datapoints
to (re)calculate

2019-03-12 12:17:00,629 [39] [(null)] - INFO - (DCAL) - [13732] - Autom. Calculate


f:12/31/2018 11:00:00 PM t:3/11/2019 11:00:00 PM

2019-03-12 12:17:01,016 [39] [(null)] - INFO - (DCAL) - [13733] - Autom. Calculate


f:12/31/2018 11:00:00 PM t:3/11/2019 11:00:00 PM

2019-03-12 12:17:01,549 [39] [(null)] - INFO - (DCAL) - 140 open derived measurement
orders recalculated

2019-03-12 12:17:01,554 [39] [(null)] - INFO - (DCAL) - ## End automatic


recalculation of derived recalculation entrys...

Substitute values (REPV)


The Calculation service cyclically checks whether new gaps must be filled and fills these
gaps if necessary. For each cyclic check for missing replacement values, an entry is written
to the log file:
2019-02-14 13:52:31,762 [35] [(null)] - INFO - (REPV) - Missing Gaps filled for
13235; set last corr timestamp to 14.02.2019 12:51:00

Extrapolation and interpolation (EXPA)


The Calculation service cyclically checks whether new interpolations or extrapolations must
be calculated and calculates these interpolations and extrapolations. For each cyclic check
for missing interpolations and extrapolations, an entry is written to the log file:
2019-02-14 14:03:23,110 [37] [(null)] - INFO - (EXPA) - ** Begin search of complevel
configuration for expansion...

2019-02-14 14:03:23,129 [37] [(null)] - INFO - (EXPA) - Found 0 rows to check for
expansion

2019-02-14 14:03:23,135 [37] [(null)] - INFO - (EXPA) - ** End search for expansion
values...

2019-02-14 14:03:23,140 [37] [(null)] - INFO - (EXPA) - ** Begin search of complevel


configuration for interpolation...

2019-02-14 14:03:23,158 [37] [(null)] - INFO - (EXPA) - Found 0 rows to check for
interpolation

2019-02-14 14:03:23,164 [37] [(null)] - INFO - (EXPA) - ** End search for


interpolation values

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Calculation of compressions on the application server (NLCO)


With the following exceptions, the Acquisition service calculates all compressions up to daily
values. If values are entered in a matrix or values are transferred directly to the SQL server
(compression of acquisition values to acquisition values), the Calculation service calculates
the corresponding compressions. The Calculation service cyclically checks whether a
calculation of such compressions is available:
2019-02-14 13:52:39,485 [36] [(null)] - INFO - (NLCO) - Check compression level: 2120

2019-02-14 13:52:39,505 [36] [(null)] - INFO - (NLCO) - Check compression level: 2105

2019-02-14 13:52:39,538 [36] [(null)] - INFO - (NLCO) - Check compression level: 2110

2019-02-14 13:52:39,561 [36] [(null)] - INFO - (NLCO) - Check compression level: 2101

In the same interval, the Calculation service checks the counter value filter:
2019-02-14 13:47:52,365 [36] [(null)] - INFO - (NLCO) - Start Counter filter check...

2019-02-14 13:47:52,624 [36] [(null)] - INFO - (NLCO) - Update 14 compression until


dates

2019-02-14 13:47:52,691 [36] [(null)] - INFO - (NLCO) - End of Counter filter


check...

Automatic compression
ACOP messages indicate the number of compression intervals for which a recalculation is
due. When the recalculation of a compression interval is pending, a RCAL message is
written to the log file.
2019-02-14 14:03:32,912 [32] [(null)] - INFO - (ACOP) - Search for pending
compression calculation...

2019-02-14 14:03:32,949 [32] [(null)] - INFO - (ACOP) - No pending automatic


compressions found

2019-02-14 14:03:32,956 [32] [(null)] - INFO - (ACOP) - Search for past changes to
recalculate compression calculation...

2019-02-14 14:03:33,901 [32] [(null)] - INFO - (ACOP) - No pending past changes


recalculations found

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9.6.3.3 MEVA calculation


If the calculation of a MEVA/KPI is triggered, a message is written to this log file.
The following objects can trigger the calculation of a MEVA/KPI :
● Report
● Chart
● Dashboard
● Derived data point

9.6.3.4 Counter calculation


If values of a counter are entered directly via the matrix, the Calculation service calculates
the counter differences. The Calculation service cyclically checks whether calculation
counter differences are available. The number of counter differences the Calculation service
calculates is written to this log file:
2019-02-11 11:43:36,458 [35] [(null)] - INFO - (CRCL) - ** Begin search for open
counter recalculation...

2019-02-11 11:43:36,473 [35] [(null)] - INFO - (CRCL) - Cleanup of closed counter


recalculation items performed successfully

2019-02-11 11:43:36,475 [35] [(null)] - INFO - (CRCL) - Read counter recalculation


rows to handle

2019-02-11 11:43:36,506 [35] [(null)] - INFO - (CRCL) - Calcuation ended; no values


for DB saving calculated

2019-02-11 11:43:36,516 [35] [(null)] - INFO - (CRCL) - Counter recalc ended; Update
0 recalc items in DB

2019-02-11 11:43:36,517 [35] [(null)] - INFO - (CRCL) - intMainObjektReaderCnt: 0

2019-02-11 11:43:36,518 [35] [(null)] - INFO - (CRCL) - 0 open counter recalculation


items merged

2019-02-11 11:43:36,519 [35] [(null)] - INFO - (CRCL) - ** End search for open
counter recalculation...

9.6.3.5 Machine calculation


The calculation of consumers is recorded in the "Machine calculation" log file.

9.6.3.6 Calculation component host


The Calculation component host component manages the components of the Report
service.
If an error occurs when initializing components of the Acquisition service, this error is
recorded in the log file.
Otherwise this log file is empty.

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9.6 Log files

9.6.4 Report Server


The server of the Report service is on the same system as the SQL server.
The reporting service performs the following tasks:
● Report generation
● Conversion of EXEL files into PDF files
● Sending reports
● Saving reports
● Printing reports
The "Report Server" log file has a maximum size of 200 KB. The maximum number of log
files is 1000.

Starting a report
When a report is started manually or automatically, the actions are logged during report
generation.
The main actions are as follows:
● Loading the template
● Filling the template
● Executing macros

Report automation
The following automated actions are logged:
● Sending the report
● Saving the report
● Print the report

9.6.5 MindUpload
The "MindUpload" log file has a maximum size of 121 KB.
A new log file is created for each day.
The following events are logged in this log file:
● Onboarding
The onboarding of the Energy Manager in the MindSphere is recorded in this log file.
If onboarding does not work, an error message is written to the log file.
● Data transfer
The number of uploaded values is written to the log file for each data transfer cycle to
MindSphere.

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9.6.6 Tasks
When a task is executed, a "Tasks" log file is created. The log file consists of the following
three entries:
2019-01-16 10:19:04,892 - INFO - Start Task "Export measurement values" for Node
"Export values as xml_h_Local_PC" (NodeID: 4737).

This entry enables you to find which task is executed.


2019-01-16 10:19:05,683 - INFO - Export file
"Export_000004737_20190114000000_20190116000000.xml" written.

This entry contains the name of the file with the exported values.
2019-01-16 10:19:05,740 - INFO - End Task after runtime of 00:00:02.100: 3 entries
have been exported.

This entry enables you to find the time in which the task was executed and the number of
exported values.

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9.7 Cipher Suites

9.7 Cipher Suites


If you are hosting the web server yourself, do not configure insecure connections.
Configure the connection with a Cipher Suite from the following list. Prioritize a Cipher Suite
with a security rating of 5 over a Cipher Suite with a security rating of 4.

List of recommended Cipher Suites


Cipher Suites are registered in TLS up to version 1.2 for the Internet Assigned Numbers
Authority (IANA). The following table is based on the Cipher Suites registered with IANA and
has been extended with a Siemens security rating. The following table lists only Cipher
Suites that have a security rating of at least 4.

Cipher Suite Value for IANA Siemens security


assessment
TLS_RSA_WITH_AES_128_CBC_SHA256 0x00, 0x3C 4
TLS_RSA_WITH_AES_256_CBC_SHA256 0x00, 0x3D 4
TLS_DH_DSS_WITH_AES_128_CBC_SHA256 0x00, 0x3E 4
TLS_DH_RSA_WITH_AES_128_CBC_SHA256 0x00, 0x3F 4
TLS_DHE_DSS_WITH_AES_128_CBC_SHA256 0x00, 0x40 5
TLS_DHE_RSA_WITH_AES_128_CBC_SHA256 0x00, 0x67 5
TLS_DH_DSS_WITH_AES_256_CBC_SHA256 0x00, 0x68 4
TLS_DH_RSA_WITH_AES_256_CBC_SHA256 0x00, 0x69 4
TLS_DHE_DSS_WITH_AES_256_CBC_SHA256 0x00, 0x6A 5
TLS_DHE_RSA_WITH_AES_256_CBC_SHA256 0x00, 0x6B 5
TLS_RSA_WITH_AES_128_GCM_SHA256 0x00, 0x9C 4
TLS_RSA_WITH_AES_256_GCM_SHA384 0x00, 0x9D 4
TLS_DHE_RSA_WITH_AES_128_GCM_SHA256 0x00, 0x9E 5
TLS_DHE_RSA_WITH_AES_256_GCM_SHA384 0x00, 0x9F 5
TLS_DH_RSA_WITH_AES_128_GCM_SHA256 0x00, 0xA0 4
TLS_DH_RSA_WITH_AES_256_GCM_SHA384 0x00, 0xA1 4
TLS_DHE_DSS_WITH_AES_128_GCM_SHA256 0x00, 0xA2 5
TLS_DHE_DSS_WITH_AES_256_GCM_SHA384 0x00, 0xA3 5
TLS_DH_DSS_WITH_AES_128_GCM_SHA256 0x00, 0xA4 4
TLS_DH_DSS_WITH_AES_256_GCM_SHA384 0x00, 0xA5 4
TLS_RSA_WITH_CAMELLIA_128_CBC_SHA256 0x00, 0xBA 4
TLS_DH_DSS_WITH_CAMELLIA_128_CBC_SHA256 0x00, 0xBB 4
TLS_DH_RSA_WITH_CAMELLIA_128_CBC_SHA256 0x00, 0xBC 4
TLS_DHE_DSS_WITH_CAMELLIA_128_CBC_SHA256 0x00, 0xBD 4
TLS_DHE_RSA_WITH_CAMELLIA_128_CBC_SHA256 0x00, 0xBE 4
TLS_RSA_WITH_CAMELLIA_256_CBC_SHA256 0x00, 0xC0 4
TLS_DH_DSS_WITH_CAMELLIA_256_CBC_SHA256 0x00, 0xC1 4
TLS_DH_RSA_WITH_CAMELLIA_256_CBC_SHA256 0x00, 0xC2 4
TLS_DHE_DSS_WITH_CAMELLIA_256_CBC_SHA256 0x00, 0xC3 5
TLS_DHE_RSA_WITH_CAMELLIA_256_CBC_SHA256 0x00, 0xC4 5

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TLS_ECDHE_ECDSA_WITH_AES_128_CBC_SHA256 0xC0, 0x23 5


TLS_ECDHE_ECDSA_WITH_AES_256_CBC_SHA384 0xC0, 0x24 5
TLS_ECDH_ECDSA_WITH_AES_128_CBC_SHA256 0xC0, 0x25 4
TLS_ECDH_ECDSA_WITH_AES_256_CBC_SHA384 0xC0, 0x26 4
TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256 0xC0, 0x27 5
TLS_ECDHE_RSA_WITH_AES_256_CBC_SHA384 0xC0, 0x28 5
TLS_ECDH_RSA_WITH_AES_128_CBC_SHA256 0xC0, 0x29 4
TLS_ECDH_RSA_WITH_AES_256_CBC_SHA384 0xC0, 0x2A 4
TLS_ECDHE_ECDSA_WITH_AES_128_GCM_SHA256 0xC0, 0x2B 5
TLS_ECDHE_ECDSA_WITH_AES_256_GCM_SHA384 0xC0, 0x2C 5
TLS_ECDH_ECDSA_WITH_AES_128_GCM_SHA256 0xC0, 0x2D 4
TLS_ECDH_ECDSA_WITH_AES_256_GCM_SHA384 0xC0, 0x2E 4
TLS_ECDHE_RSA_WITH_AES_128_GCM_SHA256 0xC0, 0x2F 5
TLS_ECDHE_RSA_WITH_AES_256_GCM_SHA384 0xC0, 0x30 5
TLS_ECDH_RSA_WITH_AES_128_GCM_SHA256 0xC0, 0x31 4
TLS_ECDH_RSA_WITH_AES_256_GCM_SHA384 0xC0, 0x32 4
TLS_ECDHE_ECDSA_WITH_CAMELLIA_128_CBC_SHA256 0xC0, 0x72 5
TLS_ECDHE_ECDSA_WITH_CAMELLIA_256_CBC_SHA384 0xC0, 0x73 5
TLS_ECDH_ECDSA_WITH_CAMELLIA_128_CBC_SHA256 0xC0, 0x74 4
TLS_ECDH_ECDSA_WITH_CAMELLIA_256_CBC_SHA384 0xC0, 0x75 4
TLS_ECDHE_RSA_WITH_CAMELLIA_128_CBC_SHA256 0xC0, 0x76 5
TLS_ECDHE_RSA_WITH_CAMELLIA_256_CBC_SHA384 0xC0, 0x77 5
TLS_ECDH_RSA_WITH_CAMELLIA_128_CBC_SHA256 0xC0, 0x78 4
TLS_ECDH_RSA_WITH_CAMELLIA_256_CBC_SHA384 0xC0, 0x79 4
TLS_RSA_WITH_AES_128_CCM 0xC0, 0x9C 4
TLS_RSA_WITH_AES_256_CCM 0xC0, 0x9D 4
TLS_DHE_RSA_WITH_AES_128_CCM 0xC0, 0x9E 5
TLS_DHE_RSA_WITH_AES_256_CCM 0xC0, 0x9F 5
TLS_ECDHE_ECDSA_WITH_AES_128_CCM 0xC0, 0xAC 5
TLS_ECDHE_ECDSA_WITH_AES_256_CCM 0xC0, 0xAD 5
TLS_ECDHE_RSA_WITH_CHACHA20_POLY1305_ 0xCC, 0xA8 5
TLS_ECDHE_ECDSA_WITH_CHACHA20_POLY1305_ 0xCC, 0xA9 5
TLS_DHE_RSA_WITH_CHACHA20_POLY1305_SHA256 0xCC, 0xAA 5

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9.7 Cipher Suites

Key length
Use a recommended Cipher Suite with a recommended key length for the encryption
algorithm.
The following table lists the recommended key lengths:

Algorithm Minimum key length


Key length for signature key for certificates and key agreement
ECDSA 250 bit
DSS 2000 - 3000 bit*
RSA 2000 - 3000 bit*
Key length for Diffe-Hellmann
ECDH/ECDHE 250 bit
DHE 2000 - 3000 bit*

*Starting in 2023, use a key length of at least 3000 bits.

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Reference
9.8 Counter value filtering

9.8 Counter value filtering


Energy Manager filters values of data points for which a counter is configured differently to
values of other data points. You configure this filter at the configuration of the counter.
The following representation shows the possible error cases that are detected by the counter
value filter and how they are corrected.

① A negative peak
② A positive peak
③ Brief constant values
④ Gaps
⑤ Offset downwards
⑥ Offset upwards
⑦ Blue line: Counter values before counter value correction
⑧ Green, dashed line: Counter values after counter value correction
⑨ Black, dashed line: Upper and lower limit of the counter value difference
⑩ Red line: Calculated consumption after counter value correction

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Reference
9.8 Counter value filtering

The following table specifies through which criteria the different error cases are detected and
how the error cases are corrected:

Error case Detection of the error case Correction of the error case
Negative peak Filter criteria "Lower limit" Filtering the incorrect counter value and
correction of the gap through interpola-
tion
Positive peak Counter value difference - upper limit Filtering the incorrect counter value and
correction of the gap through interpola-
tion
Brief constant values Counter value difference - lower limit Correction of the constant values
and constant values through interpolation
Gaps in the counter values Gap recognition Correction of the gap through interpola-
tion
Offset of the counter values downwards Counter value difference - lower limit Ignoring the overflow limit and the neg-
and as a result increasing values ative counter value offset
Offset of the counter values upwards Counter value difference - upper limit Deduction of the impermissible positive
and as a result increasing values counter value offset

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310 Operating Manual, 01/2020, A5E45273397-AC
Index

A L
ASCII - FTP interface Login
Functions, 282 Energy Manager PRO Web, 14

C N
Change Navigation
Password, 16 Quicklinks, 20
Cost center management, 9

P
E Password
Energy management change, 16, 16
Arguments in favor of energy management, 9 forgotten, 16, 16
Basics, 9 Purpose of this documentation, 10
Energy Manager PRO Web
Basics, 11
Creating Quicklinks, 23 Q
Editing Quicklinks, 26
Quicklink
Folder, 30
Customize background, 28
Login, 14
Customize icon, 28
Navigation, 19
Delete, 29
Working with reports, 43
Rename, 28
Specifying the homepage, 28
F
forgotten R
Password, 16
Required basic knowledge, 10

G S
Groups, functional
Scope of validity, 10
Overview, 272
Guides, 10
T
I Time unit abbreviations, 271
Import
Data import from ASCII files, 282
Interface management, 9

SIMATIC Energy Manager Basic V7.2 - Operation


Operating Manual, 01/2020, A5E45273397-AC 311

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