StruxureWare Building Operation

Creating and Configuring Alarms

Tutorial Guide
04-15021-01-en
July 2014
StruxureWare Building Operation
Creating and Configuring Alarms
Tutorial Guide
04-15021-01-en
July 2014
Copyright © 2014 Schneider Electric. All rights reserved.
The Schneider Electric brand and any registered trademarks of Schneider Electric Industries SAS referred to in this guide are the sole property of Schneider
Electric SA and its subsidiaries. They may not be used for any purpose without the owner's permission, given in writing. This guide and its content are
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Trademarks and registered trademarks are the property of their respective owners.
 Contents

Introduction
1 About This Guide ........................................................... 9
1.1 Purpose of This Guide ................................................................. 11
1.2 How This Guide is Organized ...................................................... 12
1.3 Typographical Conventions ......................................................... 13

2 Additional Information .................................................. 15

2.1 Where to Find Additional Information ........................................... 17
2.2 Regulatory Notices ...................................................................... 18

Tutorial
3 Our Case Study ........................................................... 21
3.1 University X ................................................................................. 23
3.2 Requirements and Specifications ................................................ 26
3.2.1 Devices Used for This Case Study ............................................. 26
3.2.2 Software Used in This Tutorial ................................................... 26
3.2.3 Specifications ........................................................................... 26
3.3 Focus of This Tutorial .................................................................. 27
3.3.1 Pre-existing Project Database Folder and Programs .................. 27
3.3.2 Pre-existing Project Database Objects ...................................... 30
3.3.3 Pre-existing WorkStation for Projects User Accounts ................. 31

4 Creating Categories, Alarms, and Alarm Views ............. 33

4.1 Logging on to WorkStation for Projects ....................................... 36
4.2 Opening a Project ....................................................................... 38
4.3 Creating a Category .................................................................... 39
4.4 Creating an Out of Range Alarm .................................................. 41
4.5 Creating a Change of State Alarm .............................................. 53
4.6 Creating a Filtered Alarm View ..................................................... 62

5 Creating and Configuring Email Notifications ................ 65

5.1 Selecting the Schneider Electric E-mail Server for E-mail
Notifications ................................................................................ 68
5.2 Creating an E-mail Notification .................................................... 71
5.3 Summary .................................................................................... 75

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Introduction

The Introduction part contains information on the purpose

of this guide, how this guide is organized, where to find
more information, and information on regulatory notices.
1 About This Guide

Topics
Purpose of This Guide
How This Guide is Organized
Typographical Conventions
 1 About This Guide
1.1 Purpose of This Guide

1.1 Purpose of This Guide

This tutorial provides step-by-step instructions for creating and configuring alarm
variables, categories, custom alarm views, and email notifications.
This tutorial focuses on the following Building Operation Engineering Certification
objectives.
• Create an alarm variable in the server
• Configure basic alarm properties (for example: alarm text, priorities, etc)
• Setup alarm routing (email, files, etc)
• Configure alarm acknowledgement and response settings
• Customize alarm views

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1 About This Guide
1.2 How This Guide is Organized

1.2 How This Guide is Organized

This Building Operation Guide is divided into the following parts:

Introduction
The Introduction part contains information on the purpose of this guide, how this
guide is organized, where to find more information, and information on regulatory
notices.

Tutorial
The Tutorial part contains a step-by-step description of how to carry out different
tasks. If you want more information, see WebHelp or the corresponding Building
Operation Guide.
The Tutorial part includes a case study for a fictional customer called University X.
You can decide if you want to follow the example or use the described procedures
as reference information. The case study in this tutorial is an example of a typical
way of configuring Building Operation for a customer. When reading through this
tutorial, you might not have access to the devices, programs, and other files that
are needed for the fictional customer University X. However, the purpose of having
a case study is to see the procedures put in context, so you see how the
procedures could be used when configuring Building Operation, devices, or
programs for your customer.

Note
The programs and files that are used for the fictional customer University X are
intended for training purposes only.

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 1 About This Guide
1.3 Typographical Conventions

1.3 Typographical Conventions

Building Operation Guides use the following specially marked texts:

Tip
Helps you understand the benefits and capabilities of the product.

Note
Provides you with supplementary information.

Important
Alerts you to supplementary information that is essential to the completion of a
task.

Caution
Alerts you to a condition that can cause loss of data.

Warning
Alerts you to a condition that can cause product damage or physical harm.

Bold texts:
User interface items, such as property names and buttons, are written in bold, for
example "On the File menu, select New."
Example texts:
All the example related information is indicated by blue lines and bullets.

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2 Additional Information

Topics
Where to Find Additional Information
Regulatory Notices
 2 Additional Information
2.1 Where to Find Additional Information

2.1 Where to Find Additional Information

All the technical Building Operation information is available online, on WebHelp.
You also find additional information in the Building Operation Guides:
• Hardware Reference Guide
• Plain English and Script Difference Guide
• Function Block Editor and Menta Editor Difference Guide
• WebReports Reference Guide
• WebReports Operating Guide
• System Reference Guide
• Technical Reference Guide
• WorkStation Operating Guide
• IT Reference Guide
• WebStation Operating Guide
• System Upgrade Reference Guide
• Architectural Guidelines
• IT Planning Guide
• Administering Reports Tutorial Guide
• Configuring an Automation Server as a Controller Tutorial Guide
• Creating and Configuring a LonWorks Network with Xenta LonWorks Devices
Tutorial Guide
• Creating and Configuring a Modbus Network Tutorial Guide
• Creating and Configuring Alarms Tutorial Guide
• Creating and Configuring Graphics Tutorial Guide
• Creating and Configuring Schedules Tutorial Guide
• Creating and Configuring Trend Logs Tutorial Guide
• Creating and Configuring Users Tutorial Guide
• Starting a Project Tutorial Guide
• Finishing a Project Tutorial Guide
• Creating and Configuring a BACnet Network with b3 BACnet Devices Tutorial
Guide
• Creating and Configuring a LonWorks Network with MNL LonWorks Devices
Tutorial Guide
• Creating and Configuring a Function Block Program Tutorial Guide
• Creating and Configuring a Script Program Tutorial Guide

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2 Additional Information
2.2 Regulatory Notices

2.2 Regulatory Notices

UL 916 Listed products for the Unites States and Canada, Open
Class Energy Management Equipment.

WEEE - Directive of the European Union (EU)

This equipment and its packaging carry the waste of electrical and electronic
equipment (WEEE) label, in compliance with European Union (EU) Directive
2002/96/EC, governing the disposal and recycling of electrical and electronic
equipment in the European community.

CE - Compliance to European Union (EU)

2004/108/EC Electromagnetic Compatibility Directive
This equipment complies with the rules, of the Official Journal of the European
Union, for governing the Self Declaration of the CE Marking for the European Union
as specified in the above directive(s) per the provisions of the following standards:
IEC/EN 61326-1 Product Standard, IEC/EN 61010-1 Safety Standard.

Industry Canada
ICES-003
This is a Class B digital device that meets all requirements of the Canadian
Interference Causing Equipment Regulations.

C-Tick (Australian Communications Authority (ACA))

AS/NZS 3548
This equipment carries the C-Tick label and complies with EMC and radio
communications regulations of the Australian Communications Authority (ACA),
governing the Australian and New Zealand (AS/NZS) communities.

Federal Communications Commission

FCC Rules and Regulations CFR 47, Part 15, Class B
This device complies with part 15 of the FCC Rules. Operation is subject to the
following two conditions: (1) This device may not cause harmful interference. (2) This
device must accept any interference received, including interference that may cause
undesired operation.

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Tutorial

The Tutorial part contains a step-by-step description of

how to carry out different tasks. If you want more
information, see WebHelp or the corresponding Building
Operation Guide.
The Tutorial part includes a case study for a fictional
customer called University X. You can decide if you want to
follow the example or use the described procedures as
reference information. The case study in this tutorial is an
example of a typical way of configuring Building Operation
for a customer. When reading through this tutorial, you
might not have access to the devices, programs, and other
files that are needed for the fictional customer University X.
However, the purpose of having a case study is to see the
procedures put in context, so you see how the procedures
could be used when configuring Building Operation, devices,
or programs for your customer.
3 Our Case Study

Topics
University X
Requirements and Specifications
Focus of This Tutorial
 3 Our Case Study
3.1 University X

3.1 University X
We are going to install Building Operation as the building management system for
University X. The university is a campus of buildings for which heating and cooling
are supplied from a Central Plant with an underground distribution system. The
case study focuses on the renovation of the Central Plant and the expansion of the
School of Business.

Figure: The School of Business and the Central Plant

The Cooling Plant consists of a single chiller with a primary-secondary pumping
system. The secondary water loop serves four VAV air handling units with chilled
water coils located in the School of Business. The secondary loop has two water
pumps. Only one pump is required for 100 % of the load. The second pump
provides 100 % backup. The secondary pumps are variable speed. The primary
chilled water loop has a single constant volume chilled water pump. The condenser
loop rejects heat by means of a cooling tower. The condenser loop has a single
constant volume condenser water pump. The tower has two constant speed, draw-
through fans to increase the capacity of the tower above the natural draft capacity.
A diverting valve can be used to protect the chiller from condenser water thermal
shock. The water leaving the condenser can be diverted back to the inlet of the
condenser without any cooling effect.

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3 Our Case Study
3.1 University X

Figure: Cooling Plant diagram

The heating plant consists of two boilers in parallel, each with their own inline
pumps. Much of the time only one boiler is required to meet the load but under
greater load, both boilers will operate at the same time. The flow from the two
boilers comes together in a common supply header. There is a line from the supply
header to the mechanical systems that require a source of hot water. This line has
two constant volume distribution pumps in parallel. Only one is required to meet
the load. The second is back-up and lead-lag is used to alternate which pump
runs. The water returning from the mechanical systems flows into the return header
where it can be pumped by the inline pumps through the boilers. There is a
common line between the supply header and the return header. When the inline
pumps are flowing at a rate that exceeds the distribution pump flow rate, the water
flow in the common line is from the supply header to the return header. When the
distribution pump is flowing at a rate that exceeds the combined inline pump flow
rates, flow in the common line is from the return header to the supply header. Each
boiler has its own self contained control system that interfaces with Building
Operation through a combination of binary electrical control and network variables.
The inline pumps are locally controlled by the self contained control system.

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 3 Our Case Study
3.1 University X

Figure: Heating Plant diagram

Note
The programs and files that are used for the fictional customer University X are
intended for training purposes only.

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3 Our Case Study
3.2 Requirements and Specifications

3.2 Requirements and Specifications

To be able to configure Building Operation for University X, the following devices
and software are used in this tutorial.

3.2.1 Devices Used for This Case Study

The following devices are used for this case study:
• Power Supply, PS-24V
• Automation Server
• I/O Modules:
– 1 x DI-16
– 1 x DO-FA-12
– 2 x UI-8/AO-4

3.2.2 Software Used in This Tutorial

The following software is used in this tutorial:
• License Administrator, and a valid license
• Enterprise Server
• WorkStation
• Project Configuration Server

3.2.3 Specifications
You find specifications in the Building Operation datasheets for Enterprise Server,
WorkStation, Project Configuration Server, PS-24V Power Supply, Automation
Server, and I/O Module Family.

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 3 Our Case Study
3.3 Focus of This Tutorial

3.3 Focus of This Tutorial

The university requires alarms to be categorized and displayed in customized
windows that can be easily viewed by designated operators. For certain alarms,
operators are required to enter comments explaining the action they take when
handling the alarm. Additionally, the university wants all temperature and status
alarms from both the Heating Plant and Cooling Plant to be sent by email when
tripped and reset.
In this tutorial, you create alarm categories, out-of-range alarms, change-of-state
alarms, and alarm views to meet these requirements. You will also configure the
University X ES1 server to use the Schneider Electric SMTP server for sending email
notifications, which will be created for all Central Plant temperature and status
alarms.
You create and configure the alarms off site (at the Schneider Electric office) using
WorkStation for Projects.

3.3.1 Pre-existing Project Database Folder and

Programs
For University X, a project called University X Project has been created on the
Project Configuration Server. The University X Project includes an Enterprise Server
and an Automation Server.
The Enterprise Server called University X ES1 has the following folder structure:

Figure: University X ES1 and its folder structure

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3 Our Case Study
3.3 Focus of This Tutorial

The Automation Server called CPlant AS controls the Cooling Plant and Heating
Plant.
CPlant AS has the following folder structure:

Figure: CPlant AS and its folder structure

CPlant AS has the following programs for the Cooling Plant:

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 3 Our Case Study
3.3 Focus of This Tutorial

Figure: CPlant AS and its programs for the Cooling Plant

CPlant AS has the following programs for the Heating Plant:

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3 Our Case Study
3.3 Focus of This Tutorial

Figure: CPlant AS and its programs for the Heating Plant

3.3.2 Pre-existing Project Database Objects

For University X the following objects are available in the project database on the
off-site computer prior to the creation and configuration of alarms:
• ...University X ES1/Servers/CPlant AS/Graphics/Cooling Plant Graphic
• ...University X ES1/Servers/CPlant AS/Graphics/Heating Plant Graphic
• ...University X ES1/Central Plant Bldg/Cooling Plant/Chiller Status Trend Log
List
• ...University X ES1/Servers/CPlant AS/Cooling Application/Trend
Logs/ChlrStatus Log

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 3 Our Case Study
3.3 Focus of This Tutorial

3.3.3 Pre-existing WorkStation for Projects User

Accounts
For University X, the following WorkStation for Projects user account is available on
the off-site computer:
• Pete

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4 Creating Categories, Alarms,
and Alarm Views

Topics
Logging on to WorkStation for Projects
Opening a Project
Creating a Category
Creating an Out of Range Alarm
Creating a Change of State Alarm
Creating a Filtered Alarm View
 4 Creating Categories, Alarms, and Alarm Views

Our Example
To ensure that operators have an organized method for handling alarms, the
university requires that the Alarm Views display alarms based on a category, such
as temperature or status.
In this chapter, you first log on to WorkStation for Projects on the off-site computer
and open the University X Project. You then create alarm categories for the Central
Plant temperature alarms and status alarms. You also create out of range alarms
that are triggered when a temperature exceeds or falls below the defined high and
low levels. You create change of state alarms that are triggered when a digital
program variable indicates plant failure or a specific piece of equipment fails, such
as the chiller. In order to display the alarms by category, you create Alarm Views for
temperature alarms and status alarms in the Heating Plant and the Cooling Plant.

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4 Creating Categories, Alarms, and Alarm Views
4.1 Logging on to WorkStation for Projects

4.1 Logging on to WorkStation for Projects

You use WorkStation for Projects to access the Project Configuration Server.
For more information, see the Log on to WorkStation for Projects topic on
WebHelp.
In this example, you log on to the Project Configuration Server on the off-site
computer, using the project user account “Pete”.

To log on to WorkStation for Projects

1. In the Building Operation WorkStation for Projects window, in the User
name box, type the user name. In this example, type “Pete.”

Note
The first time you log on to WorkStation for Projects you need to use
the administrator user account to create a project user account. For
more information, see the Creating a Project Configuration Server
User Account topic on WebHelp.

2. In the Password box, type the password. In this example, type “Pete.”
Continued on next page

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 4 Creating Categories, Alarms, and Alarm Views
4.1 Logging on to WorkStation for Projects

3. In the Server box, select the hypertext transfer protocol you want to use and
then enter a server name or an IP address. In this example, click HTTPS
and then enter localhost.
4. Select Remember me to have WorkStation for Projects remember your
settings.
5. Click Log on.

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4 Creating Categories, Alarms, and Alarm Views
4.2 Opening a Project

4.2 Opening a Project

You open a project to configure a project or to deploy a project to a server.
For more information, see the Projects topic on WebHelp.
In this example, you open the University X Project on the off-site computer.

To open a project
1. In WorkStation for Projects, in the WorkStation for Projects - Projects
view, select the project that you want to open. In this example, select
University X Project.

2. On the toolbar, click the Open Project button .

The project opens in WorkStation for Projects.

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 4 Creating Categories, Alarms, and Alarm Views
4.3 Creating a Category

4.3 Creating a Category

You create a category to group alarms so that alarms are more easily identified.
For more information, see the Categories topic on WebHelp.
In our example, you create the category Cooling Plant Temps for all temperature
alarms in the Cooling Plant.

To create a category
1. In WorkStation, on the Tools menu, click Control Panel.
2. On the Control Panel toolbar, select the server. In this example, select
University X ES1.

3. Click Categories.

4. Click the Categories tab, and then click the Add category button .
Continued on next page

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4 Creating Categories, Alarms, and Alarm Views
4.3 Creating a Category

5. In the Name box, type the name of the new category. In this example, type
“Cooling Plant Temps.”

6. In the Description box, type a description for the category. In this

example, type “Associate all cooling plant temperature objects to this
category.”
7. Click OK.
8. On the File menu, click Save.

In our example, repeat the procedure to create categories for the Cooling Plant and
the Heating Plant. Use the following properties:
Cooling Plant
• Name: Cooling Plant Statuses
• Description: Associate all cooling plant status objects to this category
Heating Plant
• Name: Heating Plant Temps
• Description: Associate all heating plant temperature objects to this category
• Name: Heating Plant Statuses
• Description: Associate all heating plant status objects to this category

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 4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

4.4 Creating an Out of Range Alarm

You create an out of range alarm to trigger an alarm when a variable, such as a
temperature, is not within its specified range.
For more information, see the Out of Range Alarm topic on WebHelp.
In this example, you create an out of range alarm for the condenser water supply
temperature.

To create an out of range alarm

1. In WorkStation, in the System Tree pane, select the folder or server where
you want to create the alarm. In this example, select ...University X
ES1/Servers/CPlant AS/Cooling Application/Alarms.
2. On the File menu, point to New and then click Alarm.
3. In the object type list, select Out of Range Alarm.

4. In the Name box, type a name for the alarm. In this example, type
“CdwsTempCV Alarm.”
5. In the Description box, type a description for the alarm. In this example,
type “Generates an alarm based upon the defined ranges for the Condenser
Water Supply Temperature CV.”
6. Click Next.
Continued on next page

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4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

7. In the Upper limit box, enter an upper limit for the alarm. In this example,
enter 48 °C (118 °F).

8. In the Lower limit box, enter a lower limit for the alarm. In this example,
enter 15 °C (59 °F).
9. In the Deadband box, enter a deadband for the alarm. In this example,
enter 1 °C (2 °F).
10. In the Monitored variable box, enter the variable that the alarm monitors.
In this example, enter ...University X ES1/Servers/CPlant AS/Cooling
Application/Programs/Calibrations/CdwsTempCV.

11. Click the Set unit button to enter or change the unit of measure for the
alarm limits and deadband.

Note
• If the monitored value has a unit of measurement defined, the
alarm limits and deadband are assigned that unit by default.

Continued on next page

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 4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

12. Select the unit of measure. In this example, ensure that the unit selected is
°C (°F).

13. Click Select.

14. Under Time delay and shunt variable, in the Alarm delay box, enter the
time delay. In this example, enter 20.
15. In the Reset delay box, enter the time delay. In this example, enter 10.
16. Click Next.
Continued on next page

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4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

17. In the Messages area, in the Above upper limit message box, type the
message to display when the alarm exceeds the upper limit. In this
example, type “The condenser water supply temperature is above alarm limit.”

18. In the Below lower limit message box, type the message to display when
the alarm falls below the lower limit. In this example, type “The condenser
water supply temperature is below alarm limit.”
19. In the Reset message box, type the message to display when the alarm is
reset. In this example, type “The condenser water supply temperature has
returned to normal.”
20. In the Priorities area, in the Above upper limit priority box, enter the
priority for the upper limit of the alarm state. In this example, enter 2.
21. In the Below lower limit priority box, enter the priority for the lower limit of
the alarm state. In this example, enter 2.
22. In the Reset priority box, enter the priority for the reset state. In this
example, enter 10.
23. Under Category and Alerts, in the Category box, enter a category for the
alarm. In this example, enter ...University X ES1/Servers/CPlant
AS/System/Alarm Control Panel/Alarm
Handling/Categories/Cooling Plant Temps.
24. Select the Flashing alert check box to make the alarm flash in the Alarms
pane and Alarm Views when it is triggered. In this example, select the check
box.
Continued on next page

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 4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

25. Select the Audible alert check box to make the alarm sound when it is
triggered. In this example, select the check box.

26. Click Next.

Continued on next page

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4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

27. Select the type of acknowledgement to use:

• Click No when the alarm does not need to be acknowledged.
• Click Single when the alarm needs to be acknowledged in the alarm
state.
• Click Extended when the alarm needs to be acknowledged in the alarm
state and the reset state.
In this example, click Single.

Continued on next page

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 4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

28. Under Required user action, select the check boxes for Comment,
Cause note, and Action note to force the user to act on the listed actions.
In this example, select the Comment check box for When disabling an
alarm, When disabling the event log, When rejecting an
assignment, and When releasing an assignment.

29. Click Next.

Continued on next page

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4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

30. Click the Add attachment button to add an attachment. In this

example, add an attachment.

31. In the Select Object dialog box, select the object you want to attach to the
alarm. In this example, select ...University X ES1/Servers/CPlant
AS/Graphics/Cooling Plant Graphic.
32. Click Select.
33. On the Attachment page, in the Display on alarm column, select the
check box to automatically open the attachment when the alarm is triggered.
In this example, select the check box.

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 4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

34. Click Create.

In our example, repeat the procedure to create out of range alarms for the Cooling
Plant and the Heating Plant.

Table: ChwsTempCV Alarm

Component Setting

Location ...University X ES1/Servers/CPlant

AS/Cooling Application/Alarms

Name ChwsTempCV Alarm

Description Generates an alarm based upon the defined

ranges for the Chilled Water Supply
Temperature CV

Upper limit 20 °C (68 °F)

Lower limit 5 °C (41 °F)

Deadband 2 °C (4 °F)

Monitored variable ...University X ES1/Servers/CPlant

AS/Cooling
Application/Programs/Calibrations/
ChwsTempCV

Alarm delay 60

Reset delay 60

Above upper limit message The chilled water supply temperature is

above alarm limit

Below lower limit message The chilled water supply temperature is

below alarm limit

Reset message The chilled water supply temperature has

returned to normal

Above upper limit priority 2

Same priority Yes

Category ...University X ES1/Servers/CPlant

AS/System/Alarm Control Panel/Alarm
Handling/Categories/Cooling Plant Temps

Flashing alert No

Audible alert No

Acknowledgement type Extended

When acknowledging an alarm Comment

When accepting an assignment Comment

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4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

Continued
Component Setting

When rejecting an assignment Comment

Attachment ...University X ES1/Servers/CPlant

AS/Graphics/Cooling Plant Graphic

Display on alarm Yes

Table: HwrTempCV Alarm

Component Setting

Location ...University X ES1/Servers/CPlant

AS/Heating Application/Alarms

Name HwrTempCV Alarm

Description Generates an alarm based upon the defined

ranges for the Hot Water Return

Upper limit 80 °C (160 °F)

Lower limit 60 °C (140 °F)

Deadband 2 °C (4 °F)

Monitored variable ...University X ES1/Servers/CPlant

AS/Heating
Application/Programs/Calibrations/
HwrTempCV

Alarm delay 60

Reset delay 60

Above upper limit message The hot water return temperature is above
alarm limit

Below lower limit message The hot water return temperature is below
alarm limit

Reset message The hot water return temperature has

returned to normal

Above upper limit priority 2

Same priority Yes

Category ...University X ES1/Servers/CPlant

AS/System/Alarm Control Panel/Alarm
Handling/Categories/Heating Plant Temps

Flashing alert No

Audible alert No

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 4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

Continued
Component Setting

Acknowledgement type Extended

When acknowledging an alarm Comment

When accepting an assignment Comment

When rejecting an assignment Comment

Attachment ...University X ES1/Servers/CPlant

AS/Graphics/Heating Plant Graphic

Display on alarm Yes

Table: HwsTempCV Alarm

Component Setting

Location ...University X ES1/Servers/CPlant

AS/Heating Application/Alarms

Name HwsTempCV Alarm

Description Generates an alarm based upon the defined

ranges for the Hot Water Supply

Upper limit 40 °C (104 °F)

Lower limit 20 °C (68 °F)

Deadband 2 °C (4 °F)

Monitored variable ...University X ES1/Servers/CPlant

AS/Heating
Application/Programs/Calibrations/
HwsTempCV

Alarm delay 60

Reset delay 60

Above upper limit message The hot water supply temperature is above
alarm limit

Below lower limit message The hot water supply temperature is below
alarm limit

Reset message The hot water supply temperature has

returned to normal

Above upper limit priority 2

Same priority Yes

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4 Creating Categories, Alarms, and Alarm Views
4.4 Creating an Out of Range Alarm

Continued
Component Setting

Category ...University X ES1/Servers/CPlant

AS/System/Alarm Control Panel/Alarm
Handling/Categories/Heating Plant Temps

Flashing alert No

Audible alert No

Acknowledgement type Extended

When acknowledging an alarm Comment

When accepting an assignment Comment

When rejecting an assignment Comment

Attachment ...University X ES1/Servers/CPlant

AS/Graphics/Heating Plant Graphic

Display on alarm Yes

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 4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

4.5 Creating a Change of State Alarm

You create a change of state alarm to trigger an alarm when a variable, such as a
switch, is either true or false.
For more information, see the Change of State Alarm topic on WebHelp.
In this example, you create a change of state alarm for the PlantAlarm variable in the
Cooling Plant.

To create a change of state alarm

1. In WorkStation, in the System Tree pane, select the folder or server where
you want to create the alarm. In this example, select ...University X
ES1/Servers/CPlant AS/Cooling Application/Alarms.
2. On the File menu, point to New and then click Alarm.
3. In the object type list, select Change of State Alarm.

4. In the Name box, type a name for the alarm. In this example, type
“PlantAlarm.”
5. In the Description box, type a description for the alarm. In this example,
type “Generates an alarm based upon the status of the PlantAlarm variable.”
6. Click Next.
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4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

7. Select the state of the monitored variable that triggers the alarm:
• Click True to trigger the alarm when the monitored variable is equal to
True.
• Click False to trigger the alarm when the monitored variable is equal to
False.
In this example, click True.

8. In the Monitored variable box, enter the variable that the alarm monitors.
In this example, enter ...University X ES1/Servers/CPlant AS/Cooling
Application/Programs/PlantAlarms/PlantAlarm.
9. Under Time delay and shunt variable, in the Alarm delay box, enter the
time delay. In this example, enter 0.
10. In the Reset delay box, enter the time delay. In this example, enter 3.
Continued on next page

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 4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

11. In the Shunt variable box, enter the shunt variable. In this example,
enter ...University X ES/Server/CPlant AS/Cooling
Application/Programs/PlantStart/PlantEnable.

12. Click Next.

13. In the Alarm message box, type the message to display when the
monitored variable exceeds the alarm limit. In this example, type “Cooling
Plant is in alarm.”

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4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

14. In the Reset message box, type the message to display when the alarm is
reset. In this example, type “Cooling Plant returned to normal.”
15. In the Alarm priority box, enter the priority for the alarm state. In this
example, enter 1.
16. In the Reset priority box, enter the priority for the reset state. In this
example, enter 10.
17. Under Category and Alerts, in the Category box, enter a category for the
alarm. In this example, enter ...University X ES1/Servers/CPlant
AS/System/Alarm Control Panel/Alarm
Handling/Categories/Cooling Plant Statuses.
18. Select the Flashing alert check box to make the alarm flash in the Alarms
pane and Alarm Views when it is triggered. In this example, select the check
box.
19. Select the Audible alert check box to make the alarm sound when it is
triggered. In this example, select the check box.

20. Click Next.

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 4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

21. Select the type of acknowledgement to use:

• Click No when the alarm does not need to be acknowledged.
• Click Single when the alarm needs to be acknowledged in the alarm
state.
• Click Extended when the alarm needs to be acknowledged in the alarm
state and the reset state.
In this example, click Single.

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4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

22. Under Required user actions, select the check boxes for Comment,
Cause note, and Action note to specify how the user should respond to
the listed actions. In this example, select the Comment check box for
When hiding an alarm, When disabling an alarm, When disabling
the event log, When assigning an assignment, When rejecting an
assignment, and When releasing an assignment.

23. Click Next.

Continued on next page

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 4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

24. Click the Add attachment button to add an attachment. In this

example, add an attachment.

25. In the Select Object dialog box, select the object you want to attach to the
alarm. In this example, select ...University X ES1/Servers/CPlant
AS/Graphics/Cooling Plant Graphic and ...University X ES1/Central
Plant Bldg/Cooling Plant/Chiller Status Trend Log List.
26. Click Select.
27. Click Create.

In our example, repeat the procedure to create two more change of state alarms
for the Heating Plant and the Cooling Plant.

Table: Heating Plant Alarm

Component Setting

Location ...University X ES1/Servers/CPlant

AS/Heating Application/Alarms

Name PlantAlarm

Description Generates an alarm based upon the status

of the PlantAlarm variable

Trigger value True

Monitored variable ...University X ES1/Servers/CPlant

AS/Heating
Application/Programs/PlantAlarms/PlantAlar
m

Alarm delay 0

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4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

Continued
Component Setting

Reset delay 3

Shunt variable ...University X ES/Server/CPlant AS/Heating

Application/Programs/PlantStart/PlantEnabl
e

Alarm message Heating Plant is in alarm

Reset message Heating Plant returned to normal

Same priority No

Alarm priority 1

Reset priority 10

Category ...University X ES1/Servers/CPlant

AS/System/Alarm Control Panel/Alarm
Handling/Categories/Heating Plant Statuses

Flashing alert Yes

Audible alert No

Acknowledgement type Single

When acknowledging an alarm Comment

When accepting an assignment Comment

When rejecting an assignment Comment

Attachment ...University X ES1/Servers/CPlant

AS/Graphics/Heating Plant Graphic

Display on alarm Yes

Table: Chiller Alarm

Component Setting

Location ...University X ES1/Servers/CPlant

AS/Cooling Application/Alarms

Name ChlrAlarm

Description Generates an alarm based upon the status

of the ChlrAlarm variable

Trigger value False

Monitored variable ...University X ES1/Servers/CPlant

AS/Cooling
Application/Programs/Chlr/ChlrAlarm

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 4 Creating Categories, Alarms, and Alarm Views
4.5 Creating a Change of State Alarm

Continued
Component Setting

Alarm delay 5

Reset delay 5

Shunt variable ...University X ES/Server/CPlant AS/Cooling

Application/Programs/PlantStart/PlantEnabl
e

Alarm message Chiller failure

Reset message Chiller returned to normal

Alarm priority 1

Same priority Yes

Category ...University X ES1/Servers/CPlant

AS/System/Alarm Control Panel/Alarm
Handling/Categories/Cooling Plant Statuses

Flashing alert No

Audible alert No

Acknowledgement type Single

When acknowledging an alarm Comment

When accepting an assignment Comment

When rejecting an assignment Comment

Attachment ...University X ES1/Servers/CPlant

AS/Graphics/Cooling Plant Graphic

Display on alarm Yes

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4 Creating Categories, Alarms, and Alarm Views
4.6 Creating a Filtered Alarm View

4.6 Creating a Filtered Alarm View

You create an Alarm View to apply an alarm filter that displays only those alarms the
user needs to see.
For more information, see the Alarms Pane and Alarm View Customization topic on
WebHelp.
In this example, you create an Alarm View that shows temperature alarms and
status alarms for the Cooling Plant.

To create a filtered Alarm View

1. In WorkStation, in the System Tree pane, select the folder or server where
you want to create the Alarm View. In this example, select ...University X
ES1/Central Plant Bldg/Cooling Plant.
2. On the File menu, point to New and then click View.
3. In the object type list, click Alarm View.

4. In the Name box, type a name for the Alarm View. In this example, type
“Temp and Status Alarm View.”
5. In the Description box, type a description for the Alarm View. In this
example, type “Shows Cooling Plant temperature and status alarms.”
6. Click Create.
7. In the System Tree pane, select the Alarm View you created.
8. On the Actions menu, click Edit Alarm Filter to filter the Alarm View.
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 4 Creating Categories, Alarms, and Alarm Views
4.6 Creating a Filtered Alarm View

9. Click the Add condition button and select a condition type. In this
example, select Category.

10. Type the condition for the filter. In this example, type “Cooling Plant
Temps.”

11. Click the Add row button to add another condition of the same type. In
this example, add another condition.
12. Type the condition for the filter. In this example, type “Cooling Plant
Statuses.”

Tip
• You can add different condition types by clicking the Add

condition button . For example, you can filter on

categories, alarm state, and alarm text.

13. Click OK.

In this example, repeat the procedure to create an Alarm View for the Heating
Plant:
• Location: ...University X ES1/Central Plant Bldg/Heating Plant

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4 Creating Categories, Alarms, and Alarm Views
4.6 Creating a Filtered Alarm View

• Name: Temp and Status Alarm View

• Description: Shows Heating Plant temperature and status alarms
• Add filter conditions:
– Condition type: Category
– Condition: Heating Plant Temps
– Condition: Heating Plant Statuses

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5 Creating and Configuring
Email Notifications

Topics
Selecting the Schneider Electric E-mail Server for E-mail
Notifications
Creating an E-mail Notification
Summary
 5 Creating and Configuring Email Notifications

Our Example
The university requires certain types of alarms to be sent to all HVAC system
managers and operators. The university’s IT department created a group email
address to send these alarms to.
In this chapter, you create email notifications and configure the University X ES1
server to use the Schneider Electric SMTP server to send the notifications.

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5 Creating and Configuring Email Notifications
5.1 Selecting the Schneider Electric E-mail Server for E-mail Notifications

5.1 Selecting the Schneider Electric E-mail

Server for E-mail Notifications
You configure an Automation Server or Enterprise Server to connect to and send E-
mail notifications through the Schneider Electric E-mail Server, which is an SMTP
server hosted by Schneider Electric.

Note
• Any available SMTP server can be used to send E-mail notifications. For more
information, see the Selecting and Specifying an E-mail Server for E-mail
Notifications topic on WebHelp.

For more information, see the Server Communication topic on WebHelp.

In this example, you configure the University X ES1 server to use the Schneider
Electric SMTP server to send the E-mail notifications.

To select the Schneider Electric E-mail server for E-mail

notifications
1. In WorkStation, in the System Tree pane, select the server that you want to
configure. In this example, select ...University X ES1.
2. On the File menu, click Properties.
3. Click the E-mail tab.
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 5 Creating and Configuring Email Notifications
5.1 Selecting the Schneider Electric E-mail Server for E-mail Notifications

4. In the Select E-mail server box, select Schneider Electric E-mail

Server to use the SMTP server hosted by Schneider Electric.

5. In the Sender E-mail box, type a sender address for the E-mail messages
that are generated by this server. The sender E-mail address is the receiver of
replies. In this example, type “[email protected].”
6. In the Maximum queue size box, enter the maximum number of E-mail
messages that is allowed in the queue. In this example, enter 30.
7. In the Maximum retry count box, enter the number of attempts to send an
E-mail message that are performed before cancelling the E-mail message.
In this example, enter 5.
8. In the Retry time box, enter the number of minutes between each attempt.
In this example, enter 30.
9. In the Host box, confirm that the Schneider Electric E-mail Server address is
smtpservice.tac.com.
10. In the Port box, confirm that the port number is 25.
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5 Creating and Configuring Email Notifications
5.1 Selecting the Schneider Electric E-mail Server for E-mail Notifications

11. Click OK.

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 5 Creating and Configuring Email Notifications
5.2 Creating an E-mail Notification

5.2 Creating an E-mail Notification

You create an E-mail notification to send an E-mail message when an alarm event
occurs.
For more information, see the Notifications topic on WebHelp.
In this example, you create an E-mail notification to send an E-mail message to
HVAC operators and managers when a Cooling Plant temperature or status alarm
occurs.

To create an E-mail notification

1. In WorkStation, in the System Tree pane, select the folder or server where
you want to create the notification. In this example, select ...University X
ES1/Application/Notifications.
2. On the File menu, point to New and then click Notification.
3. In the object type list, select Email Notification.

4. In the Name box, type a name for the notification. In this example, type
“Cooling Plant E-mail Notification.”
5. In the Description box, type a description for the notification. In this
example, type “Sends E-mail for Cooling Plant temperature and status alarms
to HVAC operators and managers.”
6. Click Next.
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5 Creating and Configuring Email Notifications
5.2 Creating an E-mail Notification

7. In the Status box, select Enabled to activate the E-mail notification.

8. In the E-mail address box, type the E-mail address of the recipient of the E-
mail messages. In this example, type “[email protected].”
9. In the Subject box, type the subject of the E-mail message. In this
example, type “Cooling Plant Alarm.”
10. In the Text box, type the notification message, which can include substitution
codes. For more information, see the Substitution Codes for Notifications
topic on WebHelp. In this example, keep the default text.
Continued on next page

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 5 Creating and Configuring Email Notifications
5.2 Creating an E-mail Notification

11. Click the Add condition button and select the condition type that is to
generate the E-mail notification. In this example, select Category.

12. Type the condition for the E-mail notification. In this example, type “Cooling
Plant Temps.”

13. Click the Add row button to add another condition of the same type. In
this example, add another condition.
14. Type the condition for the E-mail notification. In this example, type “Cooling
Plant Statuses.”

Tip
• You can add different condition types by clicking the Add

condition button . For example, you can filter on

categories, alarm state, and alarm text.

Continued on next page

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5 Creating and Configuring Email Notifications
5.2 Creating an E-mail Notification

15. Click Create.

In this example, repeat the procedure to create an E-mail notification for the
Heating Plant. Use the following settings:
• Location: ...University X ES1/Application/Notifications
• Name: Heating Plant E-mail Notification
• Description: Sends E-mail for Heating Plant temperature and status alarms
to HVAC operators and managers
• E-mail address: [email protected]
• Subject: Heating Plant Alarm
• Text: Keep the default text
• Add notification conditions:
– Condition type: Category
– Condition: Heating Plant Temps
– Condition: Heating Plant Statuses

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 5 Creating and Configuring Email Notifications
5.3 Summary

5.3 Summary
You have now created out-of-range alarms for the condenser water supply and
various Cooling and Heating Plant temperatures that are triggered when
temperatures exceed or fall below the defined limits. You have also created change-
of-state alarms that are triggered when if the plants fail or when a particular piece of
equipment, such as the chiller, fails.
Additionally, you associated graphics to the alarms so that they are available
immediately and defined the text that is displayed in the Alarm View when a
particular alarm is tripped.
You associated these alarms to alarm categories, which enabled you to create
Alarm Views that are filtered based upon the category type. You also used these
categories to ensure that all temperature and status alarms in the Heating Plant and
Cooling Plant are sent by email to the University X HVAC operators and managers.
You used WorkStation for Projects to create and configure the alarms off site (at the
Schneider Electric office).

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04-15021-01-en
July 2014