ETS5 Planning Basic - EN0115c
ETS5 Planning Basic - EN0115c
Basic
KNX Association
KNX BASIC COURSE
Table of contents
1 General information about ETS .................................................................................. 4
1.1 General aspects ............................................................................................................ 4
1.2 The ETS concept ........................................................................................................... 4
1.3 System requirements ................................................................................................... 4
1.4 Installation of ETS......................................................................................................... 5
1.5 Licences ....................................................................................................................... 6
1.6 Project Design with ETS – The principles ....................................................................... 7
1.7 Starting ETS .................................................................................................................. 8
1.8 Dashboard Tabs ........................................................................................................... 9
1.8.1 Overview tab ................................................................................................................................... 9
1.8.2 Bus tab........................................................................................................................................... 11
1.8.3 Catalogs tab .................................................................................................................................. 11
1.8.4 Settings tab ................................................................................................................................... 12
The project design of a building, in which KNX should be used, initially does not differ from
conventional electrical planning. The following aspects must be clarified by the planner in
the preliminary stages:
✓ the type and use of the building,
✓ the building system components that are to be implemented and their functions,
✓ type and frequency of changes of use,
✓ special requirements of the clients,
✓ budget
The planning of the electrical installation is carried out as for a conventional installation ac-
cording to the generally recognised rules of technology, the connection conditions of the
utility as well as the usual planning guidelines, regulations for the implementation and di-
mensioning guidelines.
1.5 Licences
Button for
licencing
Figure 1: Licensing
ETS5 does - on the contrary to ETS4 - not support any host-ID-licenses (license allocated to a
PC, to be used without a dongle), but exclusively dongle-based licenses. This means, that in
order to work with ETS5 a dongle, on which the licenses have been stored, has to be present
(exception: ETS Demo). An additional memory space of 4 GB is available on the dongle. The
license including the dongle can be obtained from the MyKNX portal.
To begin with ETS has to be installed completely. In which mode ETS will run thereafter de-
pends on the available license. After installation, the program first runs as a demo version.
The procedure to install the licenses stored on the dongle can be accessed immediately after
having started ETS5 by clicking on the button licenses of the ETS5 window.
Since the introduction of ETS 4.1 it is possible to extend the functionality of ETS via programs
called “Apps”. These Apps are also available in the KNX Online Portal and they are licensed in
the same way as described before. Some Apps are developed by KNX Association, others by
KNX manufacturers. Examples of such Apps are: Online product catalog, Graphical configura-
tion of ETS projects, Project compare, Replace product…. For some of these apps a fee needs
to be paid.
It is possible to deviate from this sequence in individual cases. Some steps can be omitted
for smaller projects. Additional steps are necessary in large projects (team projects).
on the desktop or via the newly created program group called KNX.
When you open up ETS, a window appears which is referred to as the dashboard.
3
Figure 2: "Dashboard"
You can access the dashboard again at any time by clicking on the small green ETS field in
the top left-hand corner of the ETS window.
By double clicking on a project in the window area, you can select the project that is to be
edited or you can create a new project. In area up-to-date news on KNX Association is
displayed provided that ETS is connected to the internet.
Switching between the project types is made by means of the symbol next to the text
your projects resp. project archive. Projects of the project archive are centrally administrated
and can be used at a given time only by one user. The memory locations of the projects are
defined under the tab Settings. A local project can be moved from the area your projects into
the project archive by means of the context-sensitive menu. In the context-sensitive menu
also functions for checking in and checking out centrally stored projects are available.
Figure 4 shows how you can access the properties of a project by clicking on a project.
How you create a new project or select a project to be edited and how you set the proper-
ties of such a project is explained more deeply further down in chapter 2: Opening a project
with ETS.
You can also import and export projects by means of this window. Further details to the ex-
port and import are described further down in a separate chapter.
Below the tab Bus you find on the one hand the functions to select and to set the interface
between ETS and the KNX-System and on the other hand the functions for diagnostics and
troubleshooting of the KNX-System.
The settings for the interface are described in the part Commissioning of the training docu-
mentation.
Details of the functions for analysis and error diagnostics: Monitor, Diagnostics and Individu-
al Addresses can be found in the chapter ETS5 Diagnostics of this training document.
You can get the product data of the manufacturers free of charge via the internet. The win-
dow being visible after the selection of the tab Catalogs is also used later on during the pro-
ject design when selecting devices. Further down in this chapter you will find a more de-
tailed description of this window (see: Catalogs).
The settings are subdivided in eight different sections, which you can select by clicking on
the terms in the left part of the window:
✓ Presentation. In this section you can influence the behaviour and the appearance of ETS.
The functions are described in the online help of ETS.
✓ Language. In this section you can select the language of ETS
✓ Online Catalog. In this section the settings for the ETS App Online KNX Product Catalog
are made. For details please refer to the online help of ETS.
✓ Data Storage. In this section you set the paths for the storage of the product data, of the
local projects and of the project archive.
✓ Troubleshooting. The settings for the ETS troubleshooting are made here. You can set
amongst others how detailed your work with ETS will be documented in the log files
which can be helpful later on for the error diagnostics by KNX Association.
✓ Import/Export. Settings for the extent of exported files.
✓ Shortcuts. Here you can see all shortcuts and you can adapt them to your habits.
Shortcuts allow to the experienced user an even faster work with ETS.
✓ Label Printer. Settings for the ETS App Label Printer.
Select the file and click on Open in order to have a list of all the products which are con-
tained in the file.
If you do not wish to import all products of this file, you can select „Import only selected
products“. When selecting the products a search function is available. Mark any products
that are to be imported simply by clicking on them. With the help of the Shift key, you can
mark a whole range of products. With the Ctrl button, you can select several products.
While importing product data you can still select, if you want to import all language versions
of the products’ text elements (parameters, dialogs etc.) into your database or only those
languages selected by yourself. If you do not import all languages, you can speed up the im-
port procedure.
Double-click
From the dashboard you can open existing projects. Under the tab Overview double-click on
a project under Your Projects.
A project from the project archive can only be opened, after having been checked out from
the project archive previously.
2: Toolbar
3: Panels
4: Navigation bar (side bar)
5: Status bar
To a large extent, the project design of a KNX installation is done in the panels. They can be
used simultaneously. Panels can be arranged according to the editing process. The following
panels are available:
✓ Group addresses, ✓ Devices,
✓ Topology, ✓ Catalogs
✓ Project root, ✓ Reports
✓ Side bar
A combination of panels and their exact appearance can be saved as a Workspace. You se-
lect the workspaces via the Workspaces container in the side bar. Further information about
the creation and storage of workspaces is described in the section on complex project de-
sign.
The Buildings view is the central view of ETS. The Buildings view is used to structure the KNX
projects according to the actual building structure and to insert the KNX devices.
The following elements are available to structure the building
✓ Buildings,
✓ Building parts,
✓ Floors,
✓ Corridors,
✓ Stairways,
✓ Rooms and
✓ Cabinets
✓ Functions
The buildings, building parts and floors are only used for structuring and cannot directly con-
tain devices.
Devices can be inserted in rooms, corridors, stairways or cabinets.
A hierarchical view is very useful for maintaining an overview in the case of large projects.
The Group Addresses window is used to generate and define group addresses. This view is
required together with the Building view to link the group addresses to the corresponding
group objects. The group addresses in the Group Addresses window are represented in a
two-level, three-level or free style, depending on the pre-set option.
The representation of the group addresses in different levels has no functional effect. It only
enhances lucidity. The 3-level structure is used in this documentation. If you select a sub-
group, the group objects that have been assigned to the group address are displayed in the
right-hand list view.
The tree view (left-hand side) displays the available group addresses (in this case group ad-
dresses on three levels).
The Topology window is used to define the actual bus structure and the assignment of indi-
vidual addresses to the devices. This view can be used simultaneously with other views and
displays the KNX project as regards bus structure. The view shows the devices as they are
assigned to the different lines. Twisted Pair-, Powerline-, RF- and IP-lines and -areas are rep-
resented with different symbols.
The tree view (left-hand side) shows the existing bus topology of the KNX project while the
right-hand side displays a list view of the elements marked in the left-hand window.
The structure of the topology is normally generated automatically when individual addresses
are assigned elsewhere. All higher-order elements such as areas and main lines are inserted
according to the assigned addresses.
All devices of your project are displayed in the Devices window, including those that have
not yet been assigned to a room, function or line. As a result, you can often gain a good
overview of your project, for example whether there are devices without an assigned indi-
vidual address.
With the devices displayed in this window, you can carry out all the tasks that can also be
performed in the Buildings window or Topology window: editing devices, editing objects etc.
For practical reasons you should select the Building and Group addresses panel. This can be
done in the title bar of the windows under the item Topology, Devices, Project root or Re-
ports and by selecting Buildings resp. Group addresses. You thus have two relatively large
Buildings and Group Addresses panels to work in.
Home and Building Management Systems KNX Association
ETS Project Design: Basic ETS5 Planning basic_EN0115c.doc 27/41
KNX BASIC COURSE
In the Buildings window, devices can only be inserted in rooms, corridors, stairways or cabi-
nets. Hence, a minimum building structure must be created first. When creating a project a
building with the name of the project (here: Seminar building) has already been created.
If you want to create further buildings, please proceed as follows:
1. Select Buildings in the Buildings window in the left half (tree structure).
2. Click on the symbol in the toolbar. A window opens in which you can enter
the name of the new building. If you do not enter a name, the building is designated
as New building by ETS. This building should be given an appropriate name, in order
to maintain the overview of one’s project.
3. You can rename this building at any time. To do so, double click on the corresponding
building in the tree structure. In the property-container of the side bar you can enter
in the field Name a new identifier for the building.
You can now introduce building parts and floors into the building as system structures. How-
ever, to keep this example as simple as possible, we will only insert one room.
This can be done e.g. via the right mouse button function Add/Rooms. This opens the dialog
Add Rooms, where you can immediately give the room a useful name.
Further rooms as well as corridors, stairways or cabinets can now be added to the building.
You can now also insert devices.
3.3 Catalogs
To insert devices, use the Catalogs window. Via the Catalogs window you can insert the de-
vice in the currently marked object. It may therefore be useful to select e.g. a room in the
building window before opening the Product Finder. You can call up the Catalogs window via
the symbol in the toolbar of the Buildings window. A further Catalogs window is
opened.
The individual addresses are automatically assigned by ETS in ascending order in the respec-
tive current line. The topic ‘current line’ is rather complex. If required, consult the help fea-
ture of ETS for further information.
You can change the individual addresses at any time under the properties of the devices.
The inserted device is displayed in the list view if the associated room has been marked. It
will also be shown in the tree structure of the Building view underneath the room. If a device
is selected in the workspace, the properties-container (if opened) shows further information
to the device. The container offers up to three index cards which can be selected by means
of tabs. Some index cards only have informative character, i.e. you cannot make entries in
these cards. Most important is the card Settings.
It is possible here to change the individual address of the device. A change in the “Individual
address” field automatically assigns the device to another line and/or another area in the
bus topology
It is also possible to add comments about the device in the Name field. A description along
the lines “what is the device, where is it installed and what is it used for” is good practice.
Collating information here pays off later during commissioning and fault diagnostics.
Further in the field Description comments to the device can be entered.
Here you can find information about the application of the device. It is also possible to
change the application of a device in this container. There is also an index card with catalog
information about the respective product.
You access the device parameters via the Parameters tab at the bottom of the list view in
the Buildings window. To do so, a device must of course be marked in the tree view in the
left-hand side of the window. The device parameters can be set here. The parameters define
the concrete function of the application program. E.g. in the above example timers for short
and for long pressing can be set.
The “Parameters” window is product-dependent. More detailed information about the indi-
vidual parameters, application descriptions are available from the manufacturers.
The parameters are divided into groups which are listed in the left-hand column of the pa-
rameter window. By selecting the individual groups in this list, you access the associated
parameters in the right-hand side of the window.
The parameters can be reset to the original values as set by the manufacturers via the De-
fault parameters button in the toolbar. The Show Parameter Changes button marks all pa-
rameters modified by the user with a red exclamation mark.
The group objects of devices (further down referred to as ‘objects’) are displayed in the tree
view (left half of the window) below the devices and in the list view (right half of the win-
dow) if you have marked a device in the tree view.
If you have marked an object in the tree view, you see under the “Associations” tab in the
list view all group addresses that are assigned to this object. You can also make modifica-
tions e.g. you can delete the assignment to this object.
In the property container of the side bar the properties of the objects can be set. To do so
the corresponding object has to be selected in the opened property container. By means of
the context menu the property container can also be opened directly.
It is possible to change the default priority of the transmitted telegrams for group objects, as
originally set by the manufacturer. The following priorities are possible:
✓ Low Low priority for non-critical time functions
✓ High Normal priority for manual functions
✓ Alarm High priority for critical time functions
Below you will find the 4 most important basic settings, depending on the object type:
For certain masks (System B), it is also possible to set the “Read at Init” flag: if set, the group
object will automatically send a Read Value telegram after voltage recovery to initialise the
value of the group object.
Each group object has flags which are used to set the following properties:
TRANSMIT A telegram is transmitted when the object value (at the sensor) has
been modified.
The group object will generate a response only when receiving a read
request.
READ ON INIT The device independently sends Read value commands for the initiali-
sation of the group object after return of current (only available on cer-
tain masks)
After return of current the device does not initialise the value of the as-
signed group object via Read Value commands
Please note: The default flags should only be changed in exceptional circumstances.
In the case of KNX, devices that should perform a specific function together are “logically
wired” via group addresses.
Group addresses can be divided into two or three levels or one can create one’s own struc-
turing of group addresses.
In the two-level style, the group address consists of a main group (0 to 31) and a subgroup (0
to 2047).
In the three-level style, it consists of a main group (0 to 31), a middle group (0 to 7) and a
subgroup (0 to 255).
The group address is specified by separating the levels by a “/” (slash) (e.g. /0/ ).
The levels of the group addresses can be set on the dashboard in the Projects tab under De-
tails / Group Address Style.
It is advisable to use the structure of the group addresses as an organisational feature.
The group addresses are generated in the Group Addresses window.
The group address structure displayed in the screenshot (left window half of the Group Ad-
dresses window) is generated via the corresponding buttons of the toolbar in the same way
as the building structure of the Buildings window.
In order to ensure that sensors and actuators know which of their group objects should
communicate with each other to realize a specific function, the group addresses must be
assigned to the group objects. The group objects are linked logically with each other via the
corresponding group addresses (“wired”).
In order to assign the group addresses to the objects, it is useful to have two panels open at
the same time: the Group Addresses window and e.g. the Buildings window. There are sev-
eral ways to assign group addresses.
The fastest method is via drag and drop:
You drag the required group address from the Group Addresses window onto the corre-
sponding object in the Buildings window (or the object onto the corresponding group ad-
dress) with the mouse – keeping the left mouse button held down – and then release it. In
this way, group addresses are assigned to objects.
A group object may have multiple connections by assigning several group addresses. If the
group object has the function of a sensor, then the first assigned group address is used as a
target address in the telegram (sending group address). If you wish to modify which group
address should be the sending group address, this can be done in the Buildings window via
the right mouse button, i.e. in the list view (right window half) of the group objects.
Note: There are also sensors, permitting only one address per group object. The number of
group addresses that can be assigned to a group object and the number of maximum associ-
ations (number of assignments per product) are product-dependent.
It is only possible to create connections with group addresses between group objects of the
same type (1 bit, 4 bit, etc.). The group address receives the type of the group objects with
the first assignment.
In the case of Powerline devices, the group speaker flag must be set for one object per group
address. To do so, you select an object in the Group Address view and click in the list view on
the field in the ACK column (PL). A pull-down menu then opens, in which you click on Yes, in
order to set the group speaker flag for this object.