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WebCTRL v6.5 User Manual

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0% found this document useful (0 votes)
101 views202 pages

WebCTRL v6.5 User Manual

Uploaded by

Richard Antonio
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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WebCTRL® v6.

5
User Manual

1150 Roberts Boulevard, Kennesaw, Georgia 30144


770-429-3000 Fax 770-429-3001 | www.automatedlogic.com

Rev. 6/23/2016
ALC Proprietary & Confidential • All rights reserved
This document does not contain technical data controlled by the EAR or ITAR.
Verify that you have the most current version of this document. Go to
https://accounts.automatedlogic.com, then select Support > Download > Documents > Software.
Important changes are listed in Document revision history at the end of this document.

© 2016 Automated Logic Corporation. All rights reserved throughout the world.
The contents of this guide and the associated Automated Logic software are property of Automated Logic
Corporation and its respective licensors, and are protected by copyright. For more information on the
software and licensing, see the About section in the software's Help menu.
Automated Logic, WebCTRL, EIKON, Eco-Screen, and BACview are registered trademarks of Automated Logic
Corporation. EnergyReports and Environmental Index are trademarks of Automated Logic Corporation.
BACnet is a registered trademark of ASHRAE. All other trademarks are the property of their respective
owners.
The content of this guide is furnished for informational use only and is subject to change without notice.
Automated Logic Corporation assumes no responsibility or liability for any errors or inaccuracies that may
appear in the informational content contained in this guide.
Contents
What is a WebCTRL® system?.................................................................................................................. 1
A typical WebCTRL® system ........................................................................................................ 2
WebCTRL® editions and optional packages................................................................................. 3
WebCTRL® tools ......................................................................................................................... 4
What's new in v6.5.................................................................................................................................. 7
What's new in the WebCTRL® application ................................................................................... 7
What's new in the EIKON® application ...................................................................................... 12
What's new in the SiteBuilder application .................................................................................. 14
What's new in the ViewBuilder application ................................................................................. 15
What's new–Other tools ............................................................................................................ 17
Running WebCTRL® Server .................................................................................................................... 19
To start the WebCTRL® system .................................................................................................. 19
To send a message to logged in operators .................................................................................. 20
To log off an operator................................................................................................................. 20
To shut down a system ............................................................................................................... 20
Getting to know the WebCTRL® interface ................................................................................................ 21
Navigation trees ........................................................................................................................ 23
Navigating the system ............................................................................................................... 24
Tree icons and hover text ........................................................................................................... 24
To show, hide, or resize the navigation tree ................................................................................. 26
Zooming in and out.................................................................................................................... 26
Using right-click menus ............................................................................................................. 27
To print the action pane ............................................................................................................. 28
Colors and status in the WebCTRL® interface ............................................................................ 28
Colors and setpoints ................................................................................................................. 29
Working with equipment ........................................................................................................................ 30
Graphics pages ..................................................................................................................................... 32
To attach a graphic in the WebCTRL® interface .......................................................................... 32
To edit a graphic on a WebCTRL® client ..................................................................................... 33
To organize multiple graphics for a tree item .............................................................................. 34
To control equipment using an interactive zone sensor ............................................................... 34
Properties pages ................................................................................................................................... 36
To view or edit properties ........................................................................................................... 36
Point types ................................................................................................................................ 37
Logic pages .......................................................................................................................................... 39
To view a Logic page .................................................................................................................. 39
To locate a microblock, section, or label..................................................................................... 39
To change properties, alarms, or trends...................................................................................... 39
Using a Logic page to troubleshoot ............................................................................................ 40
Changing multiple microblock properties ................................................................................................ 41
To use Global Modify ................................................................................................................. 41
To use Global Copy .................................................................................................................... 43
Downloading to controllers .................................................................................................................... 44
Download Options ..................................................................................................................... 44
To download from the Downloads page ...................................................................................... 45
To download from a Properties page .......................................................................................... 46
If a controller fails to download .................................................................................................. 46
Checking controller status ..................................................................................................................... 47
Status messages ....................................................................................................................... 47
Handling parameter mismatches ............................................................................................... 50
Setpoints ............................................................................................................................................. 51
To change programmed setpoints .............................................................................................. 52
Optimal Start ............................................................................................................................ 52
Demand Control ........................................................................................................................ 54
Setpoint Optimization ............................................................................................................... 55
Schedules ............................................................................................................................................ 56
To view schedules ...................................................................................................................... 56
Setting up schedules ................................................................................................................. 57
To apply a schedule to equipment ............................................................................... 57
To apply a schedule to a group of items ....................................................................... 58
To edit or delete a schedule ........................................................................................ 60
Effective schedules .................................................................................................... 60
Using schedule categories ......................................................................................................... 62
Creating a custom schedule category .......................................................................... 62
To add a custom schedule category in the WebCTRL® interface................................... 63
To view, edit, or delete a schedule category ................................................................. 64
Trends.................................................................................................................................................. 65
To collect trend data for a point ................................................................................................. 66
Viewing a built-in, single-point trend graph ................................................................................ 67
Creating a custom trend graph ................................................................................................... 68
To create a custom trend graph ................................................................................... 68
To edit a custom trend graph ...................................................................................... 69
Adding trend categories ............................................................................................................ 70
Using trend graphs .................................................................................................................... 71
To view trend data in a spreadsheet program ............................................................... 71
Alarms ................................................................................................................................................. 73
Viewing, troubleshooting, acknowledging, and deleting alarms .................................................. 74
To view alarms in the WebCTRL® interface.................................................................. 74
To control which alarms you see .................................................................................. 76
To troubleshoot an alarm ............................................................................................ 77
To acknowledge alarms .............................................................................................. 77
To delete alarms ......................................................................................................... 77
To receive audible notification of alarms ..................................................................... 78
Setting up alarm actions............................................................................................................ 79
To assign alarm actions to alarm sources .................................................................... 79
Alarm Popup .............................................................................................................. 80
Print........................................................................................................................... 83
Propagate To Server ................................................................................................... 84
Run External Program ................................................................................................. 85
Send Alphanumeric Page ........................................................................................... 86
Send E-mail ............................................................................................................... 89
Send SNMP Trap ........................................................................................................ 91
Write Property ............................................................................................................ 92
Write to Database ...................................................................................................... 94
Write to File ................................................................................................................ 97
Setting up an alarm source in the WebCTRL® interface .............................................................. 99
To set up, edit, or disable alarm sources ..................................................................... 99
To simulate an alarm ................................................................................................ 101
To view all instances of an alarm source .................................................................... 101
Customizing alarms ................................................................................................................. 102
Alarm messages ....................................................................................................... 102
Alarm categories ...................................................................................................... 103
If you upgraded alarms from v2.0 or earlier ............................................................... 104
Using field codes ..................................................................................................................... 106
Formatting field codes .............................................................................................. 106
Field codes .............................................................................................................. 107
Time-lapse ......................................................................................................................................... 111
To play Time-lapse................................................................................................................... 111
To change polling interval or duration or to turn off color collection ........................................... 112
Reports .............................................................................................................................................. 113
To run a report ......................................................................................................................... 115
To create a PDF, XLS, or CSV file .............................................................................................. 115
To create an Equipment Summary report .................................................................................. 116
To create an Equipment Values report ...................................................................................... 117
To create a Trend Samples report ............................................................................................. 119
To save a custom report's design for use in another location or system ..................................... 120
To edit or delete a custom report .............................................................................................. 121
To organize custom reports ...................................................................................................... 121
Operator access .................................................................................................................................. 122
Privilege sets ........................................................................................................................... 122
Privileges ................................................................................................................. 123
To add or edit a privilege set ..................................................................................... 126
To delete a privilege set ............................................................................................ 126
Operators and operator groups ................................................................................................ 126
To add or edit an operator ......................................................................................... 126
To delete an operator ............................................................................................... 127
To add or edit an operator group ............................................................................... 128
To delete an operator group ...................................................................................... 128
To change My Settings ............................................................................................................. 128
Advanced password policy ....................................................................................................... 129
Advanced security ................................................................................................................... 131
Location-dependent operator access ........................................................................ 131
Recording reasons for edits (21 CFR Part 11) ............................................................ 135
Cost-saving strategies ......................................................................................................................... 136
Advanced topics ................................................................................................................................. 137
Manual commands ............................................................................................................................. 137
Running the WebCTRL® autopilot ........................................................................................................ 144
To set up the WebCTRL® autopilot .......................................................................................... 144
To run the WebCTRL® autopilot ............................................................................................... 144
To run autopilot with Windows Vista ......................................................................................... 145
System database maintenance ............................................................................................................ 145
To back up a system ................................................................................................................ 145
To compact and defragment .................................................................................................... 146
To minimize the database size ................................................................................................. 147
To safely shut down the WebCTRL® application for database server maintenance..................... 147
Setting up WebCTRL® client devices and web browsers.......................................................................... 147
Setting up and using a computer with the WebCTRL® system ................................................... 149
Setting up and using a web browser to view the WebCTRL® interface ....................................... 149
To set up and use Internet Explorer............................................................................ 149
To set up and use Microsoft Edge .............................................................................. 151
To set up and use Mozilla Firefox ............................................................................... 151
To set up and use Google Chrome ............................................................................. 152
To set up and use Safari ........................................................................................... 153
Web browser and operating system limitations ......................................................................... 154
Using WAP devices with the WebCTRL® system ..................................................................................... 156
Supported WebCTRL® features ............................................................................................... 156
To dial up a WebCTRL® system using WAP ............................................................................... 156
To navigate the system ............................................................................................................ 157
To view and edit Alarms ........................................................................................................... 158
To view and edit equipment properties ..................................................................................... 158
Setting up a system in the WebCTRL® interface ..................................................................................... 159
System Settings ...................................................................................................................... 159
General tab .............................................................................................................. 159
Security tab.............................................................................................................. 161
Communications tab ................................................................................................ 163
Scheduled Tasks tab ................................................................................................ 164
Daylight Saving tab .................................................................................................. 165
Add-ons tab ............................................................................................................. 166
To set up site properties .......................................................................................................... 167
To register your WebCTRL® software ....................................................................................... 168
To replace the license when adding features ............................................................. 168
Adding links or text to the WebCTRL® login page ..................................................................... 169
To add links to the login page ................................................................................... 170
To add text to the login page ..................................................................................... 170
Editing a system remotely .................................................................................................................... 171
Editing the Geographic or Network tree .................................................................................... 171
To import a clipping .................................................................................................. 172
Managing files on a remote WebCTRL® server ......................................................................... 173
Running WebCTRL Server as a Windows® service .................................................................................. 174
To install WebCTRL® Server service ......................................................................................... 174
To start WebCTRL® Server as a Windows service ...................................................................... 174
To set up the service for network printing .................................................................................. 175
To stop or uninstall WebCTRL® Server service .......................................................................... 175
To determine if WebCTRL® Server service is installed............................................................... 176
Working with control programs in the WebCTRL® interface ..................................................................... 176
To add a control program to a controller ................................................................................... 176
To replace an existing control program ..................................................................................... 177
To edit a control program ......................................................................................................... 178
Working with drivers in the WebCTRL® interface .................................................................................... 179
To change or upgrade a driver .................................................................................................. 179
Working with touchscreen or BACview® files in the WebCTRL® interface ................................................. 180
To select a different screen file................................................................................................. 180
To edit a screen file on a WebCTRL® client .............................................................................. 181
Setting up a system for non-English languages....................................................................................... 182
Installing a language pack ....................................................................................................... 182
Preparing your workstation for non-English text ........................................................................ 182
Creating control programs and translation files for a non-English system .................................. 184
To enter a key term in the EIKON® application .......................................................... 184
Translation files........................................................................................................ 184
To create and implement a translation file................................................................. 185
Creating graphics for a non-English system .............................................................................. 186
Setting the language font ......................................................................................... 187
To create a Non-English graphic ................................................................................ 187
Creating a non-English system in SiteBuilder ........................................................................... 189
To choose the language(s) for your system................................................................. 189
To create your system ............................................................................................... 189
System language ...................................................................................................... 189
To set an operator’s language in the WebCTRL® interface ........................................................ 190
Editing translation files or control programs for a non-English system ....................................... 190
To edit a bundled resource........................................................................................ 190
Editing an EIKON® for WebCTRL control program in the EIKON® application ............ 190
Copying translation files to another system ............................................................... 191
Document revision history .................................................................................................................... 192
Index ................................................................................................................................................. 193
What is a WebCTRL® system?
A WebCTRL® system is a web-based building automation system that can be accessed from anywhere
in the world through a web browser, without the need for special software on the workstation. Through
the web browser, you can perform building management functions such as:
• adjust setpoints and other control parameters
• set and change schedules
• graphically trend important building conditions
• view and acknowledge alarms
• run preconfigured and custom reports on energy usage, occupant overrides, tenant billing, and
much more

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
1
A typical WebCTRL® system
A WebCTRL® system uses a network of microprocessor-based controllers to control heating, air
conditioning, lighting, and other facility systems. A web-based server communicates with these
controllers and generates the WebCTRL® interface that the user can access through a web browser.
Through the interface, you can gather information, change operating properties, run reports, and
perform other building management functions on a single building, an entire campus, or a network of
facilities that stretch around the globe.

A typical WebCTRL® system may include:

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
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The WebCTRL® client uses a web browser to access the WebCTRL® Server application as a website.
Access and security options may include:

WebCTRL® editions and optional packages


A WebCTRL® system supports:
• Unlimited simultaneous users
• Multiple operating systems and databases
• Built-in alarming, trending, and reporting
• International languages (International English, Canadian French, French, German, Italian,
Japanese, Korean, Russian, Traditional and Simplified Chinese, Spanish, Swedish, Thai,
Vietnamese)
• Third-party integration
• WAP-enabled devices
• Secure server access using TLS
• Optional WebCTRL® packages listed below

WebCTRL® 500 supports all the same features and options in systems with fewer than 500 points.
Points include all input and output points tied into the system, regardless of vendor.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
3
Optional WebCTRL® packages

Package Capabilities

Advanced Reporting Configurable report designer for making environmental reports. Available
report types:
• Equipment Values (page 117)
• Trend Samples (page 119)

Advanced Security • Location-dependent operator access (page 131)


• Requirement of operator comments and operator verification prior to
accepting system changes (page 135)

Advanced Alarming The following alarm actions:


• Send SNMP trap (page 91)
• Write property (page 92)
• Write to database (page 94)
In addition to running an alarm action when an alarm or return-to-normal
occur, alarm actions can be set to run:
• After a delay period
• Based on a schedule group's occupancy status

NOTE An optional package is enabled when you install the license (page 168) that provides the
optional package.

WebCTRL® tools
A WebCTRL® system includes the following tools.

Design Tools
Use... To...
EIKON® Create control programs and Properties pages.
ViewBuilder Create graphics, touchscreens, and BACview® screens.
SiteBuilder Create and modify the system database and associate control
programs and graphics with equipment.
Third-Party BACnet Utility Use discovered BACnet information to choose and address
microblocks for third party BACnet integration.
EquipmentBuilder Generate the following files from a library of pre-defined
applications.
• Control program (.equipment)
• Graphic (.view)
• BACview® file (.bacview), if applicable to the equipment
• Sequence of operation (.odt)
• Visio schematic (.vdx)

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
4
WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
5
Start-up, Commissioning, and Service Tools
Use... To...
Field Assistant Service or start up and commission a piece of equipment or a
partial network of controllers.
Test & Balance Calibrate airflow in VAV zone controllers, commission air
terminals, and override reheat and terminal fans.
Virtual BACview® Let your laptop serve as a local interface to a single piece of
equipment.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
6
What's new in v6.5

What's new in the WebCTRL® application

Feature Improvement
New in v6.5:
Advanced password policy This policy that lets you set rules for operator passwords is now
(page 129) included with a WebCTRL® system, and no longer requires an optional
package.
After upgrading to v6.5, this policy will automatically be turned on with
a required password length of 8 characters. You can go to the System
Settings > Security tab and turn off Use advanced password policy, or
leave it turned on and define the policy requirements.
If this policy was not enabled before upgrade but you choose to leave it
enabled, all existing operators will be exempt from the policy. You can
leave them exempt so they can use their existing passwords, or you can
require them to reset their passwords to comply with the policy. Any
new operators that you add after the upgrade will be required to
comply.
Anonymous user removed The "anonymous" user has been removed, so every operator will need a
login name and password.
BACnet firewall The v6-02 drivers for Automated Logic® controllers with Ethernet
capability have a new BACnet firewall feature that allows you to restrict
communication with the controller to all private IP addresses and/or to
a whitelist of IP addresses that you define.
Smart phone support (page The WebCTRL® application can now detect if you are accessing it on a
147) small-screen device such as a smart phone or small tablet, and it will
and deliver a new interface that accommodates the smaller screen.
enhanced small screen
navigation (page 21)
Web browser support The WebCTRL® application:
• No longer supports IE8, IE9, or IE10.
• Now supports the Microsoft® Edge web browser.
Security enhancements • Apache Tomcat web server has been upgraded to v7.0.61.
• The WebCTRL® application has been upgraded to Java 8 update
51.
• The WebCTRL® v6.5 application includes SHA-2 certificate support.
Alarm sound snooze An alarm’s audible alert can now be snoozed for 5 minutes or silenced
feature completely.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
7
Feature Improvement
Enhanced trends The speed at which trends display and are deleted has greatly
increased because of a new trend database structure.
IMPORTANT! You must use one of the following methods to convert
your current trends:
• Before upgrading using the new Trend Conversion Utility (strongly
recommended for large trend databases)
• As part of the upgrade process in SiteBuilder's upgrade wizard
Display gap in trend graph You can now check Display gap in graph line for missing data on an
line (page 159) individual trend graph page, or you can go to the System Settings >
General tab (page 159) to set this for all future trend graphs.
New features for handling Any parameter mismatch now appears on the Properties page with a
parameter mismatches purple box around it and hover text to help determine what action
(page 50) needs to take place. If a change was made in the controller, the
Properties page now shows the controller value.
The WebCTRL® application determines where a change occurred, what
action needs to take place, and provides a new Resolve button that you
can click to have any mismatches automatically handled. Clicking the
Details button shows an additional Resolve column that indicates
whether a mismatch will be resolved through upload or download. This
same Resolve column has also been added to the Parameter
Mismatch report.
Downloading after If you change only a control program's parameters in the EIKON®
reloading a control program application and then reload the control program, the controller will be
marked for an Only Parameters download instead of an All Content
download.
Exception: Changing a reference name still requires an All Content
download.
Control program's A control program's Object Instance number is now editable in the
Object Instance number WebCTRL® interface. Right-click the control program, and then select
Configure. Click next to the field for additional information.
Interface changes An increased focus on the WebCTRL® product brand resulted in
relocation of logos within the <WebCRL> interface and a new system

menu icon .

New in v6.1:
New FDD Alarm Categories Fault Detection and Diagnostics (FDD) logic analyzes the performance
of mechanical equipment to detect problems and pinpoint the most
likely cause of the problem. When FDD is performed in a control
program, you can now use three new FDD alarm categories. The new
categories and their icons that will appear on the Alarms page are:

FDD Maintenance FDD Critical FDD General


New BACnet Objects tab on The Display Points tab and BACnet Points tab have been combined
Properties page into a single BACnet Objects tab showing all BACnet objects in the
control program. Microblocks that have a Device Alias appear in
separate tables, one table for each alias.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
8
Feature Improvement
Add-ons (page 166) The installation disc and .iso image will include an Add-ons folder
containing add-ons that you may want to install on the System Settings
> Add-ons tab in your WebCTRL® application.
Java Security Manager Support for this Java security mechanism has been added to the
WebCTRL® application. If your installation requires this level of
security, contact Technical Support for instructions to enable it.

New in v6.0:
New look The WebCTRL® interface has been updated.
Supports multiple web A WebCTRL® system can now be viewed through the following web
browsers (page 147) browsers on a computer with a Windows®, Linux®, or OS X® operating
system:
• Internet Explorer® v8 or later
• Mozilla® Firefox® v21.0 or later
• Safari® v6 or later (Mac only)
• GoogleTM ChromeTM v23.0 or later
NOTE WebCTRL® v6.0 no longer supports Internet Explorer 6 or 7.
Tablet support (page 147) You can now view and control your WebCTRL® system on tablets that
have the following operating systems and web browsers.
Operating system Web browser Tested tablet*
iOS Safari® Apple® iPad®
Windows® RT Internet Explorer® 10/11 Microsoft®
or Metro-style Internet SurfaceTM
Explorer® 10/11
Windows® 8 or 8.1 Internet Explorer® 10/11 Microsoft®
Pro or Metro-style Internet SurfaceTM Pro
Explorer® 10/11
AndroidTM GoogleTM ChromeTM GoogleTM NexusTM
7 and 10
* Touch functionality of tablets not tested by Automated Logic® may or may not
work for WebCTRL® use. Use at your own risk.
Click here (page 154) for information on tablet behavior and
limitations.
Trends (page 71) The Trends interface has been revised for improved usability and
multiple web browser support.
Deleting trend graphs and Instead of using the Delete option on the WebCTRL® menu, you now:
custom reports • Click the Delete Trend Graph button on the trend graph's Configure
tab.
• Click the Delete Report button on the report's Design tab.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
9
Feature Improvement
Reports Administration The Reports Administration page in the System Configuration tree has
page been removed. Previously, you could install the following 2 add-in
reports from this page:
• Historical Trends Report - This report has been removed. The same
information can be found in the Reports > Equipment > Trend
Usage report.
• Equipment Sources Report - You can now get this report by
right-clicking the navigation tree.
Alarms (page 74) The Alarms View interface has been redesigned with many usability
improvements including:
• Navigate forward and backward 50 alarms at a time and scroll
within the 50 currently displayed
• Acknowledge, delete, or force normal apply to all selected alarms.
• Single-click to expand an alarm instead of double-click.
• The alarm category icons have been updated. Level 1 through 5
icons have been added for custom alarm categories (page 103).
Email alarm action (page If an Email alarm action is to attach a report, the file name of the
89) attached report will now include the report name, date, and time. For
example, Alarm Sources 2012 Jan 01 1230.
Schedules (page 56) The Schedules interface has been revised for improved usability.
Automatically download This field has moved from the System Settings > General tab to the My
schedules as you create Settings page because it is a user choice.
them (page 128)
Default view (page 32) If a tree item has multiple graphics, you can now change the default
view in WebCTRL® that was originally defined in SiteBuilder.
Change My Settings An operator must have this new privilege to edit his preferences on the
privilege (page 123) My Settings page. This new feature lets an administrator set up a guest
user that does not have this privilege. Multiple people can use the
guest login, but none can change the password or other preferences.
Location Audit Log Report You can now include or exclude Schedule Group activity in the Location
Audit Log Report.
Saving report designs You can now save the design of an Equipment Values or Trend Samples
(page 120) report for reuse in another location or another system.
Properties page > Network The Com Enabled column has a new All checkbox to let you quickly
Points tab enable/disable all points in the control program.
System Settings Some fields have been moved to another tab, and some tabs have
been restructured to improve usability.
System Settings > Add-ons The Web Applications tab has been renamed to Add-ons and
(page 166) redesigned.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
10
Feature Improvement
Add-ons Previously-installed versions of EnergyReports, Phasor Graphic,
Psychrometric Chart, and Tenant Override Billing must be upgraded to
be compatible with v6.0. (The upgraded versions will have a .addon
extension which has a different folder structure than previous .war
versions.) Other web application add-ons may require an upgrade
(check with the add-on author). Add-ons must be installed and enabled
on the new System Settings > Add-ons page after upgrade. See "To
update an add-on" in help for the System Settings > Add-ons tab (page
166).
Updates You can now use the System Configuration tree's Update feature to
update all drivers, graphic libraries, and Help in addition to patches and
service packs.
View DST Dates (page 167) If the site's time zone uses Daylight Saving Time, a new View DST Dates
button on the site's Properties page shows DST information and time
change dates.
Import/Export calibration You can export I/O point calibration data from a control program and
data import it into the same control program or another control program with
the same I/O point configuration.
BACnet Discovery BACnet Discovery is now on the Advanced tab of the Devices page.
Downloading an AAR or An AAR or AMR will now download before any controllers on its
AMR downstream ARCNET or MS/TP network.
bacnet showindex manual This new command shows all files (file name, size, date) downloaded to
command the selected controller.
BACnet Operator BACnet communication and BACnet discovery now allow the
Workstation Protocol WebCTRL® server to be tested by BTL for Protocol Revision 12 support.
Revision 12 Support
BACnet binding The WebCTRL® application now uses dynamic binding for
communication between devices unless your system uses NAT routing.
If using NAT, the WebCTRL® application uses information in its
database to bind BACnet devices.
The Use Static BACnet Bindings checkbox on the System Settings >
Communications tab has been removed. If your system previously used
Static binding and does not use NAT routing, it will automatically
change to dynamic binding on upgrade. No re-engineering is required.
Previously, third-party BACnet integration applications with Display
microblocks required static binding and a modeled third-party network
tree in SiteBuilder. The above changes eliminated these requirements.

CAUTION Before upgrading to v6.0, uncheck the Use Static


BACnet Bindings checkbox, restart the BACnet connection, and then
immediately run the Controller Status report to verify that you have no
communication problems. If you do, contact Automated Logic®
Technical Support.

WebCTRL® v6.5 ALC Proprietary and Confidential © 2016 Automated Logic Corporation
Rev. 6/23/2016 All rights reserved
11
Feature Improvement
Password security Password security has been enhanced, affecting the following:
• If WebCTRL® Server is v6.0 and an Alarm Notification Client (ANC)
is an earlier version, clicking the button in ANC that opens the
WebCTRL® interface will require you to log in.
• If you are in the process of upgrading hierarchical servers and not
all servers are running WebCTRL® v6.0, you will be required to log
in when you navigate between the servers.
• During the time that the hierarchical servers are running different
WebCTRL® versions, alarm actions and schedules will not
propagate between servers, and you must check Do not
synchronize operator and privileges on the System Settings >
Security tab.
Security enhancements • Apache Tomcat web server has been upgraded to v7.0.42.
• The WebCTRL® application has been upgraded to Java 7.
FrontPage graphic support If your system has .jsp graphics that were created with WebCTRL®
for multiple web browsers Extensions for FrontPage, the graphics will be upgraded when you
upgrade your system. However, if you edit one of these graphics after
you upgrade, you must run one of the upgradejsp manual commands
(page 137).
Legacy graphic support for If you upgrade to v6.0 and your system has legacy graphics, you must
multiple web browsers upgrade your InterOp® graphics in SiteBuilder.
Custom reports created The WebCTRL® application no longer supports custom reports created
with Formula One, with Formula One, Report Designer, or e.Spreadsheet. If needed, you
Report Designer, or can use WebCTRL® custom reports, or create reports using an add-on
e.Spreadsheet or web services.
Help changes • Help is available only from each application in your WebCTRL®
product suite. It is no longer available from your Start menu.
• WebCTRL® Help previously had a section called SuperVision®
Support. WebCTRL® Help now includes only what a user can see
and do in a converted legacy system. The full SuperVision® Support
that includes how to convert and configure a legacy system is now a
PDF available at http://accounts.automatedlogic.com/download
under Documents > Manuals.
• BACnet Basics has been removed from help and is now a PDF
available at http://accounts.automatedlogic.com/download under
Training Materials > Networking.

What's new in the EIKON® application

Feature Improvement
New in v6.5:
Find/Replace The feature that you previously used to find a microblock, label, or text
can now be used to find and replace text in Property Editor text fields.

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Feature Improvement
Support for new wireless The Network I/O microblock family has a new BACnet Binary Sensed
sensors Value Input (BSVI) microblock.
The following new Rnet tags identify system values in wireless sensors:

Rnet tag In this microblock


005 - Signal Strength % ASVI
006 - Battery Strength % ASVI
007 - Lux ASVI
118 - Sensed Occupancy BSVI
119 - Contact Sensor BSVI
Scripts plug-in Some scripts created with this plug-in may have compatibility issues with
v6.5. Go to Help in the plug-in's Script Editor and then click the
Compatibility Issues link to see if the issues affect your scripts and if so,
how to correct them.

New in v6.1:
ZN control programs The microblock limit for a ZN control program has been increased from
400 to 700 to support Fault Detection and Diagnostics (FDD) logic.
Display microblock changes Property checkbox selection has been simplified by the removal of the
Editable and Read from Field columns.
The BACnet Modeled Schedule microblock has the new property
Supports Exception Schedule Descriptions. When enabled, this allows
Field Assistant to retrieve a holiday schedule description (if available)
from a third-party device.
NOTE If an existing control program's Display microblock does not
function correctly after upgrade, remove the microblock from the control
program and then add it again.

New in v6.0:
PSM Adds a new control program type to support the Automated Logic®
PlantCTRLTM controller. This control program type provides additional
microblocks not previously supported in EIKON®.
Name change EIKON® LogicBuilder is now just EIKON®.
COV trending setup in the COV can now be set at design time in microblocks and in the Microblock
EIKON® application Common Properties Editor.
Trend historian notification Historian notification thresholds can now be set at design time in
setup in the EIKON® microblocks with trend objects and in the Edit Common Properties dialog
application box.
Revised ZN rules Most of the previous ZN rules have been eliminated.
Microblock Common To improve this feature's performance, selecting a point in this window
Properties Editor no longer automatically selects the microblock in the control program.
You now select the point and then choose the Select Microblock on
Canvas option to locate the microblock.

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Feature Improvement
Updates The Help > Apply Update menu now lets you update all drivers, graphic
libraries, and Help in addition to patches and service packs.
Help You no longer have to specify a web browser to view Help. Help now
opens in your default browser.

What's new in the SiteBuilder application

Feature Improvement
New in v6.5:
Trend conversion v6.5 has a new trends database structure. You must use one of the
following methods to convert your current trends:
• As part of the upgrade process in SiteBuilder's upgrade wizard, or
• Before upgrading using the new Trend Conversion Utility (page 17)
(highly recommended for large trend databases)
NOTE You must use SiteBuilder's upgrade wizard for Derby and SQL
Server Express databases.
Security enhancement When you create a new system, you are now required to enter a Login
name and Password for the Administrator operator.
If you upgrade to v6.5, you do not have to define these for the
Administrator operator, but we recommend that you do to increase the
security of your system.
Supported database types SiteBuilder no longer supports Access® and MSDE database types. If a
system uses one of these, you must migrate to a different database
type in the current WebCTRL® version before upgrading to v6.5.
SQL Server® Express If your system uses an SQL Server® Express database running on a
database 32-bit WebCTRL® server, you must perform a procedure before
upgrading the system to v6.5. See "Before you upgrade" in the
WebCTRL® v6.5 Upgrade Guide.
Upgrading hierarchical A system with hierarchical servers should have all servers running the
servers same WebCTRL® version. However, during the upgrade period while the
servers may be running different versions, you may be required to log in
again when you navigate to a different server. This can depend on what
versions the different servers are on and which server you are
navigating to.
SSL On the Configure > Preferences > Web Server tab, the term "SSL" in
field names and options has been changed to "HTTPS".
Support for Gen5 line of SiteBuilder has new options to support the upcoming Gen5 line of
controllers controllers.

New in v6.1: No changes in SiteBuilder v6.1.

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Feature Improvement

New in v6.0:
DHCP IP addressing With the v6.0 drivers, our BACnet routers can have IP addresses
assigned by a DHCP server. To use DHCP addressing, you must set the
router's Default/Assigned DIP switch to Default. In SiteBuilder, you
must select the option Specify a custom or DHCP IP Address. (This
option is currently called Specify an IP Address but may be renamed for
v6.0 final release.)
Point count Point packs are no longer required for third-party integration using older
controllers, so the point count in SiteBuilder no longer includes
integration points.
Upgrade You can upgrade a v3.0 or later system directly to v6.0. Earlier
versions require multiple upgrade steps.
Updates The Help > Apply Update menu now lets you update all drivers, graphic
libraries, and Help in addition to patches and service packs.
Help You no longer have to specify a web browser to view Help. Help now
opens in your default browser.

What's new in the ViewBuilder application

Feature Improvement
New in v6.5:
New Linear and Angular You can now quickly and easily create and configure a linear or angular
Gauge controls Gauge.
Non-English graphics You can now create a single graphic for multiple languages. In
WebCTRL®, the graphic will display the operator's language defined on
the My Settings page.
Export/Import language You can now create screens in one language, export a language file
files for Equipment Touch containing the text, translate the file into one or more languages, and
and System Touch screens then import the new language files back into ViewBuilder.

New in v6.1:
Layers You can now create layers in a graphic. This allows you to turn off or
lock a layer in ViewBuilder to simplify the workspace. You can also show
or hide a layer's objects in the WebCTRL®interface based on a single
microblock's value.
Table fill color and border You can define a fill color for the entire table, and a style (squared or
style rounded) for the table border. This eliminates the need for a panel
under a table.

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Feature Improvement
Local variables You can use local variables in conditional expressions to make various
controls react to user interaction in WebCTRL®. You can also use local
variables to test your graphic.

New in v6.0:
System Touch screens You can create a custom interface for the System Touch, an interactive
device that can act as a front-end interface to controllers on a BACnet
network.
Equipment Touch screens You can create a custom interface for the Equipment Touch, an
interactive device that can be attached to a controller to view or change
its property values, schedule equipment, view trends, and more without
needing a system's server.
New field in Multi-State The Multi-State control for touchscreens has a new Use Custom
control for touchscreens Defined States field to support Analog Value microblocks.
Graphic alignment in the Cross-browser support required a change to graphic alignment in the
WebCTRL® interface WebCTRL® interface. Graphics that previously aligned to the center of
the WebCTRL® action pane now align to the top of the action pane. If
you upgrade to v6.0 and have a graphic with content outside the top
gray line border in ViewBuilder, the content will no longer be visible in
the WebCTRL® interface. You must change the size of the graphic for
the content to be visible.
Image on top of hotspots You can place an image on top of another image that has hotspots,
such as a floorplan, without blocking the hotspots.
Exporting an image You can now export an image from the main ViewBuilder workspace or
from the Associations window.
Font selection Font selections in ViewBuilder affect only what you see in ViewBuilder.
In the WebCTRL® interface, the font will be replaced with a similar
web-safe font. However, font size and style (bold, italic, underline)
selections in ViewBuilder will apply in the WebCTRL® interface.
Updates The Help > Apply Update menu now lets you update all drivers, graphic
libraries, and Help in addition to patches and service packs.
Help You no longer have to specify a web browser to view Help. Help now
opens in your default browser.

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What's new–Other tools

Feature Improvement
New in v6.5:
Trend Conversion Utility v6.5 has a new Trends database structure. You must convert your
current trends:
• Before upgrading using the new Trend Conversion Utility* (strongly
recommended for large trend databases), or
• As part of the upgrade process in SiteBuilder's upgrade wizard
NOTE You must use SiteBuilder's upgrade wizard for Derby and SQL
Server Express databases.
ViewBuilder for WAP This tool will no longer be included in the WebCTRL® product suite.

Feature Improvement
Field Assistant
New in v6.5:
Web browser support The WebCTRL® application:
• No longer supports IE8, IE9, or IE10.
• Now supports the Microsoft® Edge web browser.
Supported database type WebCTRL® uses an Apache Derby database and no longer supports
an Access® database type. If you have an Access database from a
previous WebCTRL® version that you want to use in v6.5, you will
have to convert the database to Derby first.
New features for handling Any parameter mismatch now appears on the Properties page with a
parameter mismatches purple box around it and hover text to help determine what action
(page 50) needs to take place. If a change was made in the controller, the
Properties page now shows the controller value.
The WebCTRL® application determines where a change occurred,
what action needs to take place, and provides a new Resolve button
that you can click to have any mismatches automatically handled.
Clicking the Details button shows an additional Resolve column that
indicates whether a mismatch will be resolved through upload or
download. This same Resolve column has also been added to the
Parameter Mismatch report.
On the Devices > Manage tab for the router, the driver now appears
so that you can choose to solve parameter mismatches in the driver,
the control program(s), or both.
Control program's A control program's Object Instance number is now editable in the
Object Instance number WebCTRL® interface. Right-click the control program, and then select
Configure. Click next to the field for additional information.
Display gap in trend graph To show a gap in a trend graph line if trend data is missing, you can
line (page 159) check Display gap in graph line for missing data on an individual
trend graph page.

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Security enhancements • Apache Tomcat web server has been upgraded to v7.0.61.
• The WebCTRL® application has been upgraded to Java 8 update
51.
• The WebCTRL® v6.5 application includes SHA-2 certificate
support.
BACnet Firewall The v6-02 drivers for Automated Logic® controllers with Ethernet
capability have a new BACnet firewall feature that allows you to
restrict communication with the controller to all private IP addresses
and/or to a whitelist of IP addresses that you define. To set this up,
right-click the controller in the navigation tree, select Driver Properties
and then BACnet Firewall. Follow the instructions in the interface.

New in v6.1:
New BACnet Objects tab on The Display Points tab and BACnet Points tab have been combined
Properties page into a single BACnet Objects tab showing all BACnet objects in the
control program. Microblocks that have a Device Alias appear in
separate tables, one table for each alias.

New in v6.0:
New look The Field Assistant interface has been redesigned
BACnet Discovery You can now run BACnet Discovery at the system level in the tree to
discover BACnet devices. BACnet Discovery is on the the Advanced tab
of the Devices page.
Import/Export calibration You can export I/O point calibration data from a control program and
data import it into the same control program or another control program
with the same I/O point configuration.
Default view (page 32) If a tree item has multiple graphics, you can now change the default
view in Field Assistant.
Multiple graphics Field Assistant can upload and display multiple graphics (.views) that
were downloaded to a controller. But Field Assistant can download
only a single .view to the controller. If you edit one of the .views and
download to the controller, you will only download the edited .view.
Information for the other .views will be removed from the controller.
You can reattach and redownload those .views from your system.

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Feature Improvement
New in v6.0:
Alarm Notification Client WebCTRL® password security has been enhanced, affecting the
following:
• After upgrading Alarm Notification Client to v6.0, you will need to
reenter your operator name and password in Alarm Notification
Client (ANC) while ANC is connected to the WebCTRL Server
application.
• If the WebCTRL Server application is v6.0 and ANC is an earlier
version, clicking the button in ANC that opens the WebCTRL®
interface will require you to log in.

Running WebCTRL® Server


The WebCTRL Server application communicates with the system's controllers and accesses and
maintains the system database. You view and edit the system in client web browsers. WebCTRL Server
must be running for an operator to log in from a web browser.
The application's Current Users, Connections, and Output tabs let you monitor the status of the system.
Output information is continually archived to WebCTRLx.x\logs\< date >\core.txt.

NOTE The instructions below are for a system that has been designed and set up. While designing a
system, you can run the WebCTRL® application without communicating with the system's controllers.
See "Options for running a WebCTRL® system" in WebCTRL® Help.

To start the WebCTRL® system


1 Click Start > All Programs > WebCTRL x.x > WebCTRL Server.

TIP If you run the WebCTRL Server application as a Windows® service, your computer can
automatically start the application every time the computer starts. See "Running WebCTRL Server
as a Windows service (page 174)" in WebCTRL® Help.
2 Open a web browser on one or more client computers.
3 Verify that your web browser is set up to display the WebCTRL® interface. See "Setting up
WebCTRL® client devices and web browsers (page 147)" in WebCTRL® Help.
4 Type the WebCTRL® server's address in the web browser's address field.
NOTE You can type http://localhost if WebCTRL Server and the web browser are running
on the same computer.
5 Enter a Name and Password.

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To send a message to logged in operators
Messages are delivered immediately to WebCTRL® client web browsers. You can send multiple
messages, but the operator must click Ok for the first message before the next message can be
delivered. If the web browser window is minimized, the message is not visible.

1 On the WebCTRL Server application's Current Users tab, click beside the user you want to
send a message to. Or, click Notify All Users.
2 Type a message.
3 Click OK.

To log off an operator


From the WebCTRL Server application
NOTE The operator will be logged off without warning.
1 On the WebCTRL Server Current Users tab, right-click the operator, then select Log Off User.
2 Click Yes.

From the WebCTRL® interface


NOTE The operator will be logged off without warning.
1 In the WebCTRL® interface, press Ctrl+M.
2 Type whoson in the manual command field.
3 Obtain the ID number of the operator you want to log off.
4 Press Ctrl+M.
5 Type logoffuser x (where x is the ID number).
6 Click OK.

To shut down a system


1 In the WebCTRL Server application, select Server > Shut Down.
2 Optional: Select a delay option, then edit the Notification message.
3 Click Shut Down.

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Getting to know the WebCTRL® interface

Computer and large-screen mobile interface

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Small-screen mobile interface
Most of the WebCTRL® interface is the same on small-screen mobile devices except for the differences
shown below.

• When you click to hide the tree, the button changes to .

• Help and Print are in the menu.

NOTES
• After you log in, you will see the page defined as your starting location on the My Settings page. To
change your opening page, see To change My Settings (page 128).
• Privileges control what an operator can see or do in the WebCTRL® system. If you cannot see or do
something that you read about in Help, ask your System Administrator to check your privileges.

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Navigation trees
The WebCTRL® interface has 4 navigation trees.

Geographic tree
This tree lets you navigate through the WebCTRL® interface using the system's geographic layout.

Network tree
This tree lets you navigate through the WebCTRL® interface using the system's network layout.

Schedule Groups tree


On this tree, you can create groups that can consist of areas, equipment, or other groups. You can then
assign a schedule to the entire group instead of the individual items. See To apply a schedule to a
group of items (page 58).

System Configuration tree


Most of the items on this tree are used for the setup and maintenance of your system.

My Settings Lets you change settings that are specific to you such as your password,
viewing preferences and contact information. See To change My Settings
(page 128).
System Settings Contains the system-wide settings that control the way the WebCTRL®
system runs. See System Settings (page 159).
Operators Lets your system administrator define operators and what they can see
Privilege Sets and do in the WebCTRL® interface. See Operator access (page 122).
Operator Groups
Categories Lets you define categories for schedules (page 62), alarms (page 103),
graphics (page 34), properties, trends (page 70), and reports (page 121).
Categories allow you to view or control groups of similar items.
Alarm Templates See If you upgraded alarms from v2.0 or earlier (page 104).
Connections Lets you set up, start/stop, and troubleshoot your network connections.
See Setting up networks.
Services Shows internal processes of the WebCTRL® application for
troubleshooting.
License Administration Lets you update your WebCTRL® license. See To register your WebCTRL®
software (page 168).
Update Click Update to select and apply patch, service packs, drivers, language
packs, graphics libraries, and Help updates.
Hierarchical Servers If your system has hierarchical servers, this page shows the servers that
your server is connected to.
Client Installs Lets you install applications that are to run on client computers.

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Navigating the system
NOTE Use only the WebCTRL® interface to navigate; do not use the web browser’s navigation buttons.

To navigate to an item in the system


1 Select an item on the Geographic or Network tree.
NOTE The Schedule Groups and System Configuration trees are used to set up your
system.
2 Use the action buttons and their drop-down menus to navigate to specific types of information
about the selected tree item.
3 Use the tabs to filter the information further.

To navigate using links


Click links to jump to related pages.

On a Graphics page On a Properties page

Tree icons and hover text


The navigation tree displays an icon to the left of each item to denote the type of item. For example:

System Area Equipment


To select custom equipment icons in the WebCTRL® interface, right-click the equipment on the
Geographic or Network tree, select Configure, then select the Icon. You can also select
custom icons in the EIKON® application.

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Optional icons
You can display the following icons to denote locations on the Geographic tree where items were
created or assigned.

Schedules Trend Graphs Alarm Actions

Schedule Groups Reports Privileges

To turn on optional icons:


1 Right-click the Geographic tree.
2 Select Tree Display Options.
3 Select the desired Tree Icons.
4 Click Accept.

Optional hover text


If you turn on hover text, you can hold the cursor over a system, area, or equipment icon to display
information about its item. The information displayed depends on which hover text options you select.

To turn on hover text:


1 Right-click the tree.
2 Select Tree Display Options.
3 Select the desired Tree Hover Text.
4 Click Accept.

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To show, hide, or resize the navigation tree

On a computer or large screen mobile device

Click at the top of the navigation tree to hide or show the tree.
Click and drag the tab on the right side of the tree to adjust its width.

On a small-screen mobile device

Touch at the top of the navigation tree to hide the tree. Touch to
show it.
Double-tap the arrow on the right side of the tree to widen the tree. Double-tap again to return to the
original size.

Zooming in and out


On a computer
• To zoom in and out on the WebCTRL® interface:
○ Hold down Ctrl and press + or -. Press Ctrl+0 to return to 100%.
○ Hold down Ctrl while rolling your mouse wheel.
○ Use your web browser's zoom functions.
• If a graphic does not fit in the action pane, right-click it and select Scale to Fit to make it fit the
action pane. Select Scale to Fit again to return the graphic to its original size.

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On a mobile device
Apple® iPad and iPhone
• Double-tap to zoom in/out.

Microsoft® SurfaceTM
• Pinch-zoom works on individual frames, instead of the whole screen. So, you can zoom and scroll
the navigation pane and action pane separately.
• If browser text is too small, use Ctrl + to increase Internet Explorer's zoom level, then reload the
page.

GoogleTM NexusTM and Nexus Lumia


• Pinch-zoom to zoom in/out.

Using right-click menus

On a computer
You can right-click the following items to select options:

A tree item The action pane

A property A trend

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On a mobile device
To access the right-click menu for:
• A tree item–Select the item first, then touch and hold the item for several seconds.
• The action pane–Touch and hold the item for several seconds.
NOTE For iPhones and iPads, touch and hold your finger on the item to bring up the right-click menu,
then drag your finger to the menu option that you want without lifting your finger.

To print the action pane

On a computer

Click at the top of the page to print the contents of the action pane. Set the print orientation to
Landscape in the Print dialog box.

TIP To print a Graphics page that exceeds the size of the action pane, right-click the graphic and
select Scale to Fit.

On a mobile device

Touch and then select Print.

Colors and status in the WebCTRL® interface


The following colors indicate equipment status on floor plans, equipment property pages, and some
reports.

Color Color Name Status Code Condition Indicated


Mustard none In equipment when running WebCTRL Design Server
Purple 0 or 15 In a controller—non-operational or no
communications
In equipment—a hardware or software error
Charcoal 14 In a controller—a download is required or is already in
progress
In equipment—a controller has stopped
Coral 13 Control program error
NOTE If a zone controlled by a U line controller
shows coral on a floorplan, the controller may be
offline.
Red 2 or 9 Heating or cooling alarm
Orange 8 Maximum cooling

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Color Color Name Status Code Condition Indicated
Dark blue 3 Maximum heating
Yellow 7 Moderate cooling
Light blue 4 Moderate heating
Gray 1 Unoccupied/inactive
White 10 Occupied/active
Light green 6 Free cooling
Green 5 In a controller—operational or operational read only
In equipment—No heating or cooling

Colors and setpoints


Thermographic colors indicate how much a zone’s actual temperature differs from its setpoints.
Five conditions may affect a zone’s thermographic color:
• Setpoint adjust
• Timed local override (TLO)
• Optimal start
• Demand level
• Hysteresis
In the examples below, a zone’s heating occupied setpoint is 70° and its cooling occupied setpoint is
74°.

If you when the zone but... then you will


normally temp is... see...
see...
green 72.5° someone adjusts the setpoints (for example, with a yellow
setpoint adjust of two degrees, the new setpoints
would be 68 and 72°)
gray 73° someone presses the Override button on a zone green
(unoccupied) sensor to use the occupied setpoints

gray 77° the zone is in optimal start and is ramping up to its an occupied
(unoccupied) occupied setpoint in the few hours before occupancy color

yellow 75° the zone’s electric meter is in demand level 2 with green
relaxed setpoints of 68 and 76°

green 73.5° cooling began when the temperature rose above 74° yellow
and the temperature has not yet dropped beyond the
1° hysteresis (to 73°)

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Working with equipment
You can view and adjust equipment operation from the following pages:

Graphics pages (page 32)


You can view and adjust your essential building
controls on most Graphics pages.
• Thermographic floor plans indicate the
temperature of zones compared to their
effective setpoints.

• Equipment graphics show the current


status of mechanical equipment and often
include an adjustable setpoint control or
other editable properties.

Properties pages (page 36)


Each piece of equipment and each microblock
has a Properties page. You can view and adjust
more equipment properties on a Properties
page than on its corresponding Graphics page.

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Logic pages (page 39)
Logic pages show the control program for a
piece of equipment. Use the sequence of
control and yellow status values on the Logic
pages for troubleshooting your mechanical
equipment.

Microblock pop-ups
To open a microblock pop-up where you can
view and change properties:
• Click a microblock on a Logic page.
• Click the bold, underlined microblock name
on a Properties page.
• Right-click a value and then select Details.

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Graphics pages
You can view and adjust your system from Graphics pages, which include navigation maps, floor plans,
and equipment.

Some typical controls that may appear on a graphics page are:


• Button or switch to turn equipment on or off
• Input field to set a property value
• Drop-down list to select a state
• Interactive zone sensor to override an unoccupied schedule
• Setpoint graph to adjust setpoints
• Trend graph to view trend information
• Link to jump to another WebCTRL® page or to the Internet

NOTES
• Right-click a value, then select Details to view and change properties in the microblock pop-up.
• Right-click a value, then select Global Modify (page 41) to view and change the property in other
control programs.

• A yellow dashed box around a value indicates the value is locked.


• If a graphic does not fit in the action pane, right-click it and select Scale to Fit to make it fit the
action pane. Select Scale to Fit again to return the graphic to its original size.

To attach a graphic in the WebCTRL® interface


1 On the navigation tree, right-click the item that you want to attach a graphic to, then select
Configure.
2 Equipment graphic only: If the system has other control programs of this type, select which control
programs you want to change.

NOTES
○ If the control program is in an IP router, the second option will change the graphic for all
control programs of this type only on the IP network.
○ If the control program is on the network below an IP router, the second option will not change
the graphic for the router's control programs of this type.
3 Do one of the following:

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If the graphic is...
In the Views Available list a. Select the graphic, then click Attach.
b. Click Accept.
Not in the Views Available list a. Click Add New.
b. Browse to select the view file.
c. Click Open.
d. Click Continue.
e. Click Close.
f. Click Close again.

NOTES
• Select a graphic in the Attached list to edit the following information for the graphic:
○ Display Name–The name that appears in the Graphics button drop-down list
○ Category–The name of the category that multiple graphics may be sorted into in the Graphics
button drop-down list
NOTE Changes to Display Name or Category apply only in the WebCTRL® interface and are
not retained if you export source files.
○ Reference Name–The name that is used to create links to the graphic in ViewBuilder
○ Default View–Sets the selected graphic as the default view if the tree item has multiple
graphics. The default graphic is bolded in the Attached list.
NOTE The default graphic is initially set in SiteBuilder.
○ Included in download–Equipment graphics only. Select to have the .view file included in an All
Content download so that it can be uploaded by Field Assistant. The graphic will have
beside it in the Attached list. Requires 4.x or later drivers.

• You can click Delete Unused at the bottom of the Views section to delete all unattached graphic
files from your system.

To edit a graphic on a WebCTRL® client


On a WebCTRL® client, you can get a copy of a graphic from the server, edit it, then put it back on the
server.

To get the graphic


1 On the WebCTRL® Geographic tree, right-click the item that the graphic is attached to, then
select Configure.
2 At the bottom of the Views section, click Edit Existing.
3 Select the graphic you want to edit.
4 Click Save
5 Browse to the folder you want to put the file in.
6 Click Save.
7 Click Close.
8 Click Close again.

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To put the edited graphic back on the server
1 On the WebCTRL® Geographic tree, right-click the item that the graphic is attached to, then
select Configure.
2 At the bottom of the Views section, click Add New.
3 Browse to select the .view file.
4 Click Open.
5 Click Continue.
6 Click Close.
7 Click Close again.

To organize multiple graphics for a tree item


In the WebCTRL® interface, you can create categories and assign graphics to them so that the
Graphics button drop-down menu has the graphics arranged by category. This is typically done in
ViewBuilder or SiteBuilder. See "To define WebCTRL® navigation" in ViewBuilder Help and "To attach
graphic files" in SiteBuilder Help.

To add a Graphics category in the WebCTRL® interface


1 On the System Configuration tree, click to the left of the Categories folder, then select
Graphic.
2 Click Add.
3 Type the Category Name and Reference Name.
4 Optional: Select a privilege so that only operators with that privilege can access graphics in the
category.
5 Click Accept.

NOTES
• To edit a category, select the category, make your changes, then click Accept.
• To delete a category, select the category, click Delete, then click Accept.

To assign a graphic to a category in the WebCTRL® interface


1 On the Geographic tree, right-click the item that the graphic is attached to, then select
Configure.
2 Under Views, select the graphic in the Attached list.
3 Select the category in the Category field.
4 Click Accept.

To control equipment using an interactive zone sensor


An equipment graphic may include an interactive zone sensor that provides you with the following
control.

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If the sensor is a... You can...
ZS
• Click to raise the setpoint or to lower the setpoint.
• Click to override the schedule and put the zone in an occupied
state. To cancel an override, continue clicking until the display
shows 0.
• See that the zone is in an occupied state when the green LED is lit.

RS Standard, Plus, or Pro


• Click the WARMER or COOLER button to adjust the setpoint.
• Click the MANUAL button to override the schedule and put the
zone in an occupied state.
• Click the INFO button to cycle through the following information:
• Outside air temperature, if enabled in the control program
• Override time remaining
• Heating setpoint
• Cooling setpoint
• See the Occupied/Unoccupied state in the display.

RS Pro-F
• Click the WARMER or COOLER button to adjust the setpoint.
• Click the MANUAL button to override the schedule and put the
zone in an occupied state.
• Click the INFO button to cycle through information such as:
• Outside air temperature
• Override time remaining
• Heating setpoint
• Cooling setpoint
• Click the FAN button to adjust the fan speed.
• Click the MODE button to perform customer-specific functions.
• See the Occupied/Unoccupied state in the display.

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If the sensor is a... You can...
LogiStat
• Click to raise the setpoint or to lower the setpoint.

• Click to override the schedule and put the zone in an occupied


state.
• See that the zone is in an occupied state when the red LED is lit.

Properties pages
Properties pages are automatically generated from control programs created in the EIKON®
application. Use Properties pages to:
• View the status of a piece of equipment. See Colors and status in the WebCTRL® interface (page
28).
• View or change the equipment or microblock properties currently stored in the controller
• Commission equipment

To view or edit properties


1 Select a piece of equipment or a microblock on the Geographic or Network tree, then
click Properties.
NOTE You must resolve any condition described in red text at the top of the page before a
Properties page can obtain current information from its controller.
2 To change a property:

3 Click Accept.

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NOTES
• Right-click a value, then select Details to view and change properties in the microblock pop-up.
• Right-click a value, then select Global Modify (page 41) to view and change the property in other
control programs.

• A yellow dashed box around a value indicates the value is locked.

Point types
A point name on the Properties page is followed by a code that tells you the point type. The table below
describes each code.

Code Point type


AI Analog Input
ANI Analog Network Input
ANI2 Analog Network Input 2
ANO Analog Network Output
ANO2 Analog Network Output 2
AO Analog Output
ASVI BACnet Analog Sensed Value Input
AV Analog Value
BAI BACnet Analog Input
BALM BACnet Alarm
BAO BACnet Analog Output
BAV BACnet Analog Value
BBI BACnet Binary Input
BBO BACnet Binary Output
BBV BACnet Binary Value
BFM Floating Motor
BI Binary Input
BLSTAT LogiStat Zone Sensor with Optional OAT Display

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Code Point type
BMSV BACnet Multi-State Value
BNI Binary Network Input
BNI2 Binary Network Input 2
BNO Binary Network Output
BNO2 Binary Network Output 2
BO Binary Output
BPTA Pulse to Analog Input
BPWM Pulse-Width Output
BRS RS Sensor
BRSF RS Sensor Fan
BSVI BACnet Binary Sensed Value Input
BTLO Timed Local Override
BTRN Trend Log
BV Binary Value
DI Digital Input
DO Digital Output
EVT BACnet Alarm
LAN AI LAN Analog Input
LAN AO LAN Analog Output
LAN DI LAN Digital Input
LAN DO LAN Digital Output
LSTAT LogiStat Zone Sensor
POLLAVG Average Analog Properties
POLLMAX Maximum Analog Properties
POLLMIN Minimum Analog Properties
POLLTOT Total Analog Properties
PTA Pulse to Analog Input
TLO Timed Local Override

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Logic pages
The Logic page shows the control program for a piece of equipment. The live data (yellow text) is
updated every few seconds and when you click the Logic button. The control program uses exact
property values for its calculations, but values are rounded to 2 decimal places when displayed on the
Logic page.

TIP Click anywhere on the Logic page, then use your keyboard's Page Up, Page Down, and arrow
keys to scroll through the page.
NOTE If you find an unexpected value on a Properties page or a Logic page, you can use the Logic page
to troubleshoot.

To view a Logic page


1 Select a piece of equipment on the Geographic or Network tree.
2 Click Logic.
3 Click a microblock to view its details.

To locate a microblock, section, or label


1 Right-click the Logic page, then select Jump To.
2 Do one of the following:
○ On the Microblock or Section tab, select an item to have it located and highlighted.
○ On the Label tab, select a label to display a reduced logic page outlined in yellow that shows all
instances of the label. A red box indicates an output label; a yellow box indicates an input
label. Click a red or yellow box to jump to that label in the full-size logic page.

NOTE You can also click a label on the full-size logic page to display the reduced logic page.

To change properties, alarms, or trends


1 Click a microblock on the equipment’s Logic page.
2 In the microblock pop-up, click the Properties, Alarms, or Trends button.
3 Change properties, alarms, or trends for that microblock in the same way that you would make
changes on a regular Properties (page 36), Alarms (page 99), or Trends (page 66) page.
4 Click Accept.

NOTE Right-click a value, then select Global Modify (page 41) to view and change the property in other
control programs.

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Using a Logic page to troubleshoot
The WebCTRL® application monitors your system and provides feedback. If you get unexpected
feedback, you can use a Logic page as a troubleshooting tool. On the Logic page, work your way
backward (right to left) through the sequence in the control program to discover what caused the
problem. See Microblock Reference to understand what each microblock in the sequence is doing.

Unexpected feedback Possible cause


Space temperature reads • The sensor has a short (or open) circuit. Verify wires are
excessively high or low properly connected at the sensor and controller.
• A sensor is missing or configured incorrectly. Open the sensor
or input microblock from the Logic page to verify its
configuration.
Equipment displays an NOTE Equipment operates using effective setpoints. Open the
unexpected color - effective Setpoint microblock from the Logic page and check the following:
setpoints are different than the • Hysteresis
programmed setpoints
• Demand Level
• Optimal Start
• Timed Local Override (TLO)
• Setpoint Adjust
Gaps in trend data on trend Usually gaps result if network communication was disrupted or a
graph point was temporarily disabled.
If the gap is not the result of interrupted communication, send
reports more frequently. From the Logic page, open the trend
microblock that displayed the gap in data, then decrease the
notification threshold so that it is approximately 40% of the buffer
size (allocated memory size) for that microblock.
The WebCTRL® application is Locate the microblock on the Logic page. If the color square on the
not receiving alarms from a microblock is black, the alarm is disabled. To enable it:
BACnet alarm microblock 1 Click the microblock.
2 In the microblock pop-up, click the Alarms button.
3 On the Enable/Disable tab, select Potential alarm source.
The equipment is on when I Use the Logic page to determine whether the program is sending
expect it to be off, or off when I an unexpected signal and why, or if the problem is with the physical
expect it to be on equipment. For example, the On-Off-Auto (OOA) switch on the
controller for that equipment may be locked in the On (Hand)
position.
Sensor value on the Properties Calibrate the sensor.
page does not match the On the Logic page, check to see if the output point is locked on.
reading from handheld sensor

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Changing multiple microblock properties
Two WebCTRL® features, Global Modify and Global Copy, allow you to view and change multiple
microblock properties at the same time.

CAUTION Global Modify and Global Copy are convenient for making widespread changes in your
system. But, because they do not take into account the operation of individual equipment, your
changes could produce undesired results in your equipment or system operation. Use with caution
because these features do not have an Undo function.

TIP Click to copy a microblock's reference path to the clipboard so you can paste it into
another field or application.

To use Global Modify


Use the Global Modify feature to:
• View a microblock’s full path, control program name, and the privileges required to change its
properties.
• View or change a single property in several control programs at one time.
• View errors on Graphics and Properties pages.

1 Browse to any page that displays the property you want to view or change.
2 Do one of the following to open Global Modify:
○ Alt+click the property (Ctrl+Alt+click if Linux).
○ Right-click the property and select Global Modify.
3 Make changes to the Control Program field, if needed.
NOTES
○ Use wildcards in the Control Program field to broaden the search.
For example:
vav* matches vav, vav1, vavx, vav12345
vav*z matches vavz, vav1z, vavxz, vav12345z
vav*1*2 matches vav12, vavabc1xyz2
vav?? matches vav11, vav12, vavzz, but does not match vav, vav1, vav123
* matches any control program
○ Click Show Advanced to view the location, value, and privileges associated with this property.

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4 Select the tree item that you want to search under for every occurrence of that microblock in other
control programs.
5 Click Find All.
6 Select the properties in the list that you want to change.
7 Do one of the following:
a) Type a New Value to the right of each selected item.
b) Select Enable All, type a new value in b, then click Set All To.

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c) Select Enable All, type a new value in c, then click Change All By.

8 Click Apply Changes.


NOTE To modify several properties in multiple control programs at the same time, use Global Copy.

To use Global Copy


Use Global Copy to copy any or all of the following from one control program to other equipment using
the same control program:
• Embedded trend graph settings
• Custom trend graphs
• Custom reports
• Other editable properties to other pieces of equipment using the same control program.

1 On the Geographic or Network tree, right-click the piece of equipment that has the
properties you want to copy, then select Copy Control Program Properties.
2 Click OK when you see This will copy this control programs properties to other control programs of
the same type. Continue?. This opens the next screen and does not lock in any changes.
3 In the Global Copy dialog box, select the items that you want to copy.
4 Select the area on the tree containing similar control programs that you may want to copy these
properties to, then click Search.
All instances at that level and below are listed in the expanded lower window.
5 Check or uncheck items as needed.
6 Do one of the following:
○ Check Skip bad values to copy all values except a bad value (it cannot be copied because you
do not have the necessary privilege, the property to be copied is undefined, etc.).
○ Uncheck this field to prevent any values from being copied if a bad value is found.
7 Click Apply Changes, then close the Global Copy dialog box.

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Downloading to controllers
If you make any of the following changes, you must download the new data from the WebCTRL®
application to the affected controllers.

In the WebCTRL® • Change or reload a control program


interface • Change or reload a driver
• Change a schedule
NOTE A schedule change automatically downloads unless you uncheck
Automatically download schedules on each change on the My Settings
page.
• Change a touchscreen or BACview® file
• Check or uncheck a .view file's Included in download option
In SiteBuilder • Add a device
• Add equipment
• Change or reload a control program
• Set an object instance
• Change or reload a driver
• Assign or unassign equipment
• Check or uncheck a .view file's Included in download option

The WebCTRL® application automatically marks the affected controllers as requiring a download. You
can download these controllers from the Downloads page (page 45) or Properties page (page 46) for
the controller, the equipment, or a microblock.
When the WebCTRL® application marks a controller for download, it determines what information
needs to be downloaded based on the type of information that changed. See Download Options (page
44).

NOTES
• A property change in the WebCTRL® interface is automatically downloaded to the controller. If the
download fails, the controller is added to the Downloads page with the reason for the failure.
• To see who downloaded a controller last, go to the Network tree, select the controller, then do
one of the following:
○ Go to Reports > Network > Controller Status, then click Run.
○ View Downloaded by on the Properties page.
○ Click Module Status on the Properties page.

Download Options
When the WebCTRL® application marks a controller for download, it determines what information
needs to be downloaded based on the type of information that changed. Below are the options that can
be downloaded.

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This option... Downloads...
All Content • Only the executable portion of the driver and control programs
• The names of all .equipment, .touch, .bacview, and .driver source files
• The names of any .view files that are marked to be included in a
download
• Parameters
• Schedules
NOTE An All Content download also:
• Synchronizes the controller's time to the WebCTRL® server.
• Overwrites trends in the controller.
• Restarts the controller.
Only Schedules All schedules that are not set for automatic download
Only Parameters All editable properties
Only BBMDs BBMD tables (.bdt file) that you have updated but have not yet written to the
controller

NOTES
• An All Content download clears trend, history, and alarm data from the affected controllers. At the
beginning of the download process, trends that have the Trend Historian enabled are saved to the
system database.
• If Field Assistant will be used with your system, you can choose to have the All Content option
download the full source files instead of only their names. On the WebCTRL® Network tree,
select a controller, then enable Download Source Files on the Properties page. See Commissioning
equipment using Field Assistant.

To download from the Downloads page


The Downloads page shows any controllers that the WebCTRL® application marked for download. But
if needed, you can add other controllers to the list.

To download:
1 On the Network tree, select an item to download controllers at and below that item.
2 Click Downloads.
3 Click to the left of a Location to see controllers that require a download.
4 Optional: To add controllers to the list:
a) Click Add.
b) Select the controller(s).
NOTE Use Ctrl+click or Shift+click to select multiple controllers.
c) Select a Download Option (page 44).
d) Click Add, then click Close.

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5 Select the controllers that you want to download.
NOTES
○ Use Ctrl+click, Shift+click, or the Select All checkbox to select multiple controllers.
○ A network's controllers download in the order shown. To change the order, select a
controller(s), then drag and drop or click Move to Top or Move to Bottom.
EXCEPTION If a controller's router requires a download, it will download first regardless of its
position on the Download page.
6 Click Start.

NOTES
• Click Hold to stop pending downloads. Active downloads cannot be stopped.
• Up to 5 routers can download simultaneously.
• A controller is removed from the list when its download is complete.
• Icons in the Tasks column indicate the following:

Active—The WebCTRL® application is downloading to the controller.


Pending—You initiated the download, and the controller is waiting for its turn to
download.
Failed—The download failed. See If a controller fails to download (page 46).
On Hold—Indicates either of the following:
• The controller requires a download
• You clicked Hold to stop a pending download.

• Click in the upper left-hand corner to view a log of download activity in the current session.
Copy to Clipboard lets you copy the text to paste it into another application.
• To remove an item from the download list, right-click the item, then select Remove selected tasks.

To download from a Properties page


If a controller requires a download, a red download message and a Download button appear at the top
of the Properties page for the controller, the equipment, or a microblock. Click the button to start the
download.
Downloading from the Properties page downloads All Content to the controller.

If a controller fails to download


A controller that fails to download appears on the Downloads page with this icon .
1 Review the reason for the failure:
○ Hold your cursor over the failed task to see hover text giving the reason.
○ Click in the upper left-hand corner of the page to see information on all failed downloads.
Copy to Clipboard lets you copy the text to paste it into another application.
2 Correct the problem that caused the failure.
3 Select the controller on the Downloads page, then click Start.

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Checking controller status

On the WebCTRL® Network tree, you can select a network, router, site, or the system, and then
click the Devices button to:
• View the status of controllers (page 47)
• View controller information such as address, model, driver, and .view files included in download
• Download or upload to resolve a mismatch (page 50)
• Troubleshoot network communication
• Download or upload files for Field Assistant

NOTES
• Use Ctrl+click, Shift+click, or the Select All checkbox to select multiple controllers.
• Click Hold to stop pending downloads or uploads. Active downloads or uploads cannot
be stopped.
• Icons in the Tasks column indicate the following:

Active—The WebCTRL® application is downloading to the controller.


Active—The WebCTRL® application is uploading from the controller.
Pending—You initiated the download, and the controller is waiting for its turn to
download.
Failed—The download failed. See If a controller fails to download (page 46).

On Hold—Indicates you clicked Hold to stop a pending download.

• Click in the upper left-hand corner to view a log of activity on the Devices page in the current
session. Copy to Clipboard lets you copy the text to paste it into another application.

Status messages
On the WebCTRL® Network tree, you can select a router, network, site, or the system to view the
status of controllers. On the Devices page, the Status column shows a description of the controller's
current state. Hold your cursor over that description to see hover text with a more detailed description.
If multiple conditions exist, the WebCTRL® interface displays the message with the highest priority.
The table below shows all possible messages. The message color indicates the following:
Black—In process
Red—An error occurred
Blue—Requires action from the user

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Status column Hover text message Notes
message

Black messages:
Downloading The controller is downloading,
communications may be disabled.
Pending This controller is waiting to be
processed.
Processing clipping Clipping operation is in progress. Do
not make changes as they may
corrupt your system.
Uploading The controller is uploading,
communications may be disabled.

Red messages:
Communications Cannot communicate with this
Error controller.
Connection The connection for this controller has Occurs if someone stopped the
Disabled been disabled. connection. This includes stopping a
connection, using the No Connect
connection, or running WebCTRL
Design Server.
Connection Error The connection for this controller Occurs if the connection is
failed to start. misconfigured or failed to start.
Download Failed (Message depends on the cause of
the failure.)
Error An unknown error has occurred.
Missing Files Upload failed. Server is missing
source files.
Not Uploadable This controller is not configured for Occurs if you attempt to upload a
content upload. controller with a pre-4.x driver.
Out of Service This controller is out of service. Out of Service is checked on the
controller's Properties page.
Unsupported Controller does not support content
controller upload.

Blue messages:
Controller Replaced This controller has been replaced by 4.x driver only
another controller of the same type in
the field.
Download All Content Please download all content to the
controller.

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Status column Hover text message Notes
message
Download Parameters To download parameters, highlight
row and select "Parameters" from the
Download Action menu and click
"Download".
Download Schedule To download schedules, highlight row
and select "Schedules" from the
Download Action menu and click
"Download".
Driver Parameter Driver parameter differences
Mismatch detected. Upload parameters from the
controller or download parameters to
the controller.
Parameter Mismatch Control Program parameter See Handling parameter
differences detected. Upload mismatches (page 50).
parameters from the controller or
download parameters to the
controller.
Program Mismatch Content differences detected. Upload 4.x or later driver
all content from the controller or
download all content to the controller.
Unprogrammed This is a programmable controller. To
controller add control programs, click on the
"Add Control Program" button at the
top of the screen.
Upload All Content Please upload all content from the
controller.

General messages:
This controller is ok.
Cancelled The last operation on this controller
was cancelled.

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Handling parameter mismatches
A parameter mismatch occurs when a value in a controller does not match the value in the WebCTRL
Server application. This can be a driver or control program value.
Use either of the following methods to handle mismatches in your system.

• Method 1: Check Always resolve parameters on mismatch on the System Settings >
Communications tab to have the WebCTRL® application automatically upload if a value was
changed in the controller or automatically download if a value was changed in the WebCTRL®
interface.

• Method 2: Uncheck Always resolve parameters on mismatch so that you can evaluate a
mismatch to determine the correct value.

To find mismatches in your system


If your system uses Method 2, you can find mismatches in the following places:
○ The Devices page > Manage tab > Status column will show Parameter Mismatch.
○ The Properties page for a controller, driver, control program, or point will show one of the
following red messages at the top of the page stating:
Control Program parameter differences detected.
Driver parameter differences detected.
Parameter download required.

The value that has a discrepancy will appear with a purple box around it. Hover your cursor
over the field to see:
or

○ Go to Reports > Equipment > Parameter Mismatch, and then click Run to get a report of any
existing mismatches in your system.

NOTE The Downloads page > Tasks column will show Resolve Parameters for any mismatches
that your system discovered in the 3 places listed above.

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To resolve a mismatch
1 Go to one of the following:
○ Devices page - Click the Parameter Mismatch link
○ Properties page that shows one of the red messages above

2 Click one of the following:


○ Resolve to let the WebCTRL® application download changes made in the WebCTRL® interface
or upload changes made in the controller. Click the Details button to see what the discrepancy
is and whether Resolve will download or upload parameters. See NOTE below.

○ Upload to upload the parameters from the controller to the WebCTRL® application
○ Download to download the parameters from the WebCTRL® application to the controller

NOTE On the Devices page with Show Control Programs unchecked, if a controller has
simultaneous mismatches in the driver and control program, clicking Details will show that a
control program mismatch exists but it will only show details for the driver mismatch. You must go
to the control program in the tree to see details of that mismatch. However, clicking Resolve will
resolve both mismatches.

Setpoints
Use setpoints to set temperature values that control the HVAC equipment. The WebCTRL® interface
shows the color green when a zone is within the desired temperature range determined by the heating
and cooling setpoints.
• Programmed setpoints are set and changed by operators. See To change programmed setpoints
(page 52).
• Effective setpoints reflect the impact of other system conditions on the programmed setpoints,
such as setpoint adjustments, demand reduction adjustments, and hysteresis. Effective setpoints
control the equipment.
Besides manually adjusting setpoints, you can use the following cost-saving strategies (page 136) to
adjust setpoints automatically:
• Optimal Start
• Demand Control
• Setpoint Optimization

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To change programmed setpoints
1 Navigate to a setpoint control in one of the following places:
○ The zone temperature section of a Properties page
○ The setpoint microblock pop-up on a Logic page
○ A Graphics page (Click a setpoint trend graph control to access the editable setpoint bar.)
2 On a programmed setpoint bar, click the segment or the gap between segments you want to
change.
3 Type new values in the Heating and Cooling fields.

TIP You can click and drag a segment or a gap between segments to change setpoints.
4 Click Accept.

Optimal Start
Optimal Start gradually moves the unoccupied setpoints toward the occupied setpoints as the occupied
time approaches. The actual equation that a controller uses to calculate Optimal Start is nonlinear. An
approximation of the equation is shown below.
design temp – OAT
calculated capacity = x capacity at 65°
design temp – 65°

Refining Optimal Start saves energy in the following ways:


• Removing guesswork from preheating or precooling zones
• Ensuring that zones reach the ideal comfort range just as people arrive
• Preventing equipment from running unnecessarily during unoccupied periods

You can adjust the Optimal Start routine in the control program's setpoint microblock.
1 On the Geographic tree, select the equipment that you want to change.
2 Click Properties.
3 Adjust the following fields located below the setpoint graph.

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Field Notes
Heating Capacity The maximum rate (in °F/hr) that the zone temperature could be changed
Cooling Capacity by heating or cooling if the outside temperature were 65°F.
For example, if it takes 2 hours for a zone to warm up from 65°F to 72°F,
the heating capacity is 3.5°F/hr
NOTE Use 5°/hr as a starting point if you are unsure of actual capacities.
Heating Design Temp The most extreme outside winter and summer temperatures at which the
Cooling Design Temp equipment must run 100% of the time to maintain the zone temperature
at a comfortable level.
ASHRAE determines design temperatures based on the geographic
location of the building.

NOTE A Setpoint microblock with Learning Adaptive Optimal Start functionality automatically adjusts
the heating and cooling capacities to optimize efficiency.

Learning Adaptive Optimal Start


If you are using the Learning Adaptive Optimal Start feature and a zone does not reach the ideal
temperature range by the time occupancy begins or reaches it too soon, then the heating or cooling
capacities of the equipment are automatically adjusted up or down for the next unoccupied period.

When the Learning Adaptive Optimal Start routine runs, adjustments are made based on the color that
is achieved when occupancy begins. Adjustment amounts are defined for thermographic colors in the
control program's setpoint microblock.
For example, the heating capacity for a zone is 5° per hour. When the zone becomes occupied, the
zone temperature is 1° below the occupied setpoint, indicating a need for additional heat. Because the
zone temperature was low by 1°, the learned heating capacity will be decreased by the Less than
Heating setpoint value. If the value is 0.06, the learned heating capacity will be adjusted to 4.94° for
the next optimal start period. The setpoint adjustment will begin sooner in the next unoccupied period.
If you need to change the adjustment values in the Learning Adaptive Optimal Start routine:
1 On the Geographic tree, select the equipment that you want to change.
2 Click Properties.
3 Adjust the color fields between the Zone Setpoints graph and the Effective Setpoints graph.

CAUTION When using Learning Adaptive Optimal Start, be sure that all equipment is properly
maintained so that your system does not “learn” to compensate for dirty filters or loose fan belts.

TIP After your system has run for at least a year, you may want to turn off learning in your control
program, and change the Heating Capacity and Cooling Capacity in your control program to match the
learned heating or cooling capacity shown on the Properties page.

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Fields Notes
Color fields The amount of adjustment the system makes for the color that is
achieved at the beginning of occupancy.
Learned cooling and The rate (in °F/hr) that the zone temperature can change by heating or
heating capacity cooling at an outside temperature of 65°F.
Actual or The actual heating or cooling capacity of the equipment at an outside
adjusted capacity temperature of 65°F.

Demand Control
Demand Control is a cost-saving strategy that saves energy while maintaining comfort in the following
ways:
• Controlling energy use to avoid peak demand, ratchet, or time of use utility charges
• Maintaining ventilation at relaxed setpoints rather than shutting down equipment (as with load
shedding or duty cycling)
Before you can use Demand Control effectively, you must:
• Obtain details regarding past energy usage and peak demand, ratchet, and time of use charges
from your energy provider.
• Understand the demand profiles of the zones you are controlling.
Demand Control can be customized at the zone level. For example, you may relax the setpoints in some
zones, like break rooms and closets, by a few degrees, but you may not want to relax setpoints in
computer rooms at all.
A Setpoint microblock that has the Demand Limiting enabled uses a demand control strategy to
conserve energy by relaxing setpoints as the demand level rises. In the EIKON® application, you define
the amount that setpoints will be adjusted or relaxed based on the demand level.

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To define Demand Control properties
1 On the Geographic or Network tree, select the electric meter.
2 On the Properties page, expand the Demand Level Parameters section.
3 Type the Start and End time to define the time period that you want demand control to be in effect
for this zone.
4 Type kilowatts per hour (kW/hr) in the Level columns to define the amount of power that the
demand must exceed before the WebCTRL® system calls for a higher demand level.
NOTE Levels are defined in the electric meter control program in the EIKON® application. You can test
the Demand Levels by locking the meter to a value.
In the example below, during Period 4, defined as 12:00 (noon) to 16:00 (4:00 p.m.), if the demand
exceeds 800 kW/hr, the WebCTRL® system will use Demand Level 1 setpoints. If the demand exceeds
1000 kW/hr, the WebCTRL® system will use Demand Level 2 level setpoints and so on.

Setpoint Optimization
Setpoint Optimization, also known as Trim and Respond, saves energy by calculating the setpoint of a
piece of equipment based on the number of heating or cooling requests it receives from other
equipment.
You must put a Setpoint Optimization microblock in a control program to receive Total, Average,
Minimum, or Maximum microblock outputs from linked equipment.

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Schedules
Using schedules, your equipment can maintain one set of setpoints during occupied periods to provide
comfort, and it can maintain a different set of setpoints during unoccupied periods to reduce energy
consumption. Schedules are a WebCTRL® system's most effective cost-saving strategy (page 136).
You can apply a schedule to a tree item or to a group of tree items.
When you apply a schedule to a tree item, the schedule affects
equipment at and below the area or equipment where the
schedule was added.

When you apply a schedule to a schedule group, the schedule


affects all pieces of equipment in the group.
For example, a school board meets every third Tuesday of the
month and uses the lobby, main conference room, break room,
and restrooms. You can create a schedule group to control these
different areas with a single schedule.

NOTES
• When multiple schedules affect a tree item, the net result is the Effective schedule (page 60).
• Do not include preheating or precooling time in your schedules. Optimal Start (page 52), another
cost-saving strategy, automatically calculates and controls precise preheating and precooling
routines.
• If you are using hierarchical servers, when you add or change a schedule on the parent server, the
schedule is automatically downloaded to the corresponding location on the child server(s).

To view schedules
1 Select a Geographic tree item.
2 Click Schedules, then the View tab.
3 Optional: Click a white Effective bar to view all the schedules that contribute to the resulting
schedule. If the item has multiple schedules, the schedule closest to the Effective bar has the
highest priority. You set a schedule's priority when you create the schedule.

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NOTES
• You can display icons and hover text on the Geographic tree that show where schedules have
been created. See Tree icons and hover text (page 24).
• You can also view schedules on the following detailed, printable schedule reports. These reports
are accessible from the Schedules page Reports tab or from the Reports button drop-down menu.

This report... allows you to...


Schedule Instances Find every schedule with its location that is entered at and below a
selected tree item. This report can help you discover newly added
and conflicting schedules.
Effective Schedules View all equipment that may be scheduled and the net result of all
schedules in effect for a selected date and time. See Effective
schedules (page 60).

Setting up schedules

To apply a schedule to equipment


WebCTRL® schedules are typically based on zone occupancy. See Using schedule categories (page 62)
if you want to create a schedule based on conditions other than occupancy.
1 On the Geographic tree, select the area or equipment you want to schedule.
2 Select Schedules > Configure tab.
3 Click Add.
4 Select a Priority. A schedule's priority determines whether affected zones will use occupied or
unoccupied setpoints.

Select... For...
Normal A typical occupied period
Holiday An unoccupied period that overrides a Normal schedule
Override An occupied period that overrides a Holiday schedule

5 Select a Type. See table below.


6 Type a schedule name in the Description field (50 characters maximum).
7 Enter desired values in the fields below Description.
8 On the graph, change a time segment's Start and End times by doing one of the following:
○ Click the segment, then type the times in the Start and End fields.
○ Click and drag either end of the segment or the entire segment.
9 Optional: Click Add Time Period to add one or more segments to the schedule. Or, select a
segment and click Delete Time Period to delete that segment.
10 Click Accept.

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Select this Type... To use the schedule...
Weekly Every week on the specified days
Date On a single, specified date
Date Range Between 2 specified dates
Date List On multiple, specified dates
Wildcard For a repeating pattern (For example, the second Tuesday of every month)
NOTE Wildcard schedules do not work with Automated Logic® legacy
equipment. The WebCTRL® interface will indicate if you apply a schedule
to legacy equipment.
Continuous Continuously between 2 specified dates/times
Dated Weekly On specified weekdays between a start date and an end date (for example,
the summer break in the school year)
NOTE To use a Dated Weekly schedule with an ExecB controller, you must
use the 1.71:032 (or later) ExecB driver.

NOTES
• To automatically download all schedules that you create or change, go to My Settings (page 128)
and check Automatically download schedules as you create them. If you want to manually
download schedules, uncheck Automatically download... and then see Downloading system
changes to controllers (page 44).
• When you apply a schedule to an item on the Geographic tree, the schedule affects that item
and all children of that item. If you do not want an item to be affected by schedules from a higher
level, check Ignore Schedules above this level on the Schedules > Configure tab.

To apply a schedule to a group of items


You must create a group, then add members (areas, equipment, or other groups) to the group before
you can apply a schedule to it.
1 On the Schedule Groups tree, select Scheduling Groups.
Optional: If you have created folders to organize your groups, select the appropriate folder. See "To
organize groups using folders" below.
2 Click Add Group.
3 Type a name for the new schedule group in the Name field.
4 Optional: Change the default Reference name. A group's reference name must be unique
throughout the system.
5 Click Accept.
6 Click Add Members to Group.
7 On the Members page, select the areas, equipment, or other groups that you want to add to the
group from the tree on the right. Use Ctrl+click, Shift+click, or both to select multiple items.
8 Click Add.

TIP Use the Raise and Lower buttons to reorder items in the Members list. Changing the order
is for your viewing convenience and does not affect the system.
9 Click Accept.

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10 Click the Schedules button, then Configure.
11 Add a schedule to the group. See To apply a schedule to equipment (page 57).

NOTE When using hierarchical servers, you can place a server link in a schedule group on the parent
server. This automatically creates a schedule group with the same name on the child server(s). This
group includes only the top-most area node of the child server. However, from the child server you can
edit the group to add other members.

To organize groups using folders


You can create folders and sort your groups into them to organize the Schedule Groups tree. For
example, a large school system that has a group for each school may want to create an Elementary
School folder, a Middle School folder, and a High School folder, and put the appropriate groups in each
folder.

To create folders and add groups to them:


1 On the Schedule Groups tree, select Scheduling Groups.
2 Click Add Folder.
3 Type a name for the new folder in the Name field.
4 Optional: Change the default Reference name.
5 Click Accept.
6 Repeat steps 1–4 for each folder that you want to add.
7 Do one of the following to add a group to a folder:
○ If you have already created the group, drag and drop it into the appropriate folder in the tree
on the Scheduling Groups page, then click Accept.
○ Select the folder in the tree on the Scheduling Groups page, then click Add Group to add a new
group inside the folder.

NOTE You can also add a folder to a folder, or drag and drop a folder into another folder.

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To edit or delete a schedule
1 Do one of the following:
○ On the Geographic tree, select the tree item where the schedule was defined, then select
Schedules > Configure tab.
○ On the Schedule Groups tree, expand Scheduling Groups, then select the group that has
the schedule you want to edit or delete.
2 Select the schedule you want to edit or delete.
3 Edit the fields you want to change or click Delete.
4 Click Accept.
NOTE Expired dated schedules are automatically deleted from the database at 3:30 AM every day. But
expired schedules remain in the controller until the next time schedules are downloaded to the
controller. You can change the deletion time on the Scheduled Tasks tab of the System Settings (page
159) page.

Effective schedules
The effective schedule that you see on the Schedules > View tab can be the result of multiple
overlapping schedules.

The following schedule features can influence an item's effective schedule.

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Feature Description

Hierarchy A schedule applied to an item on the WebCTRL® tree affects that item and all of its
children. A child item's effective schedule could be the result of multiple schedules
applied at different levels above it. To change a child item's effective schedule:
• Add a schedule at the child that overrides the current schedule. See the Priority
feature below.
• Set the child to ignore the parent schedules. To do this, select the child item on the
tree, then go to Schedules > Configure. Select the schedule, then click Ignore
Schedules above this level. You can then add a different schedule for the child.

Any schedule change that you make to an item affects it and all of its children.

Priority You must assign one of the following priorities to every schedule.

Use... For...
Normal A typical occupied period
Holiday An unoccupied period that overrides a Normal schedule
Override An occupied period that overrides a Holiday time

EXAMPLE For a school, you define:


• A Normal schedule that has it occupied every Monday–Friday, 6 am–5 pm
• A Holiday (unoccupied) schedule for the week of Spring Break
• An Override schedule on the first day of Spring Break from 9 am–1 pm for the
cafeteria only where a teacher's meeting will be held.

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Feature Description
Type You must assign one of the following types to every schedule.*
Weekly Wildcard
Date Continuous
Date Range Dated Weekly
Date List
See To apply a schedule to equipment (page 57) for a description of each type.
EXAMPLE For a school, you define the following 3 schedules:
• Full calendar year: Normal, Weekly, Monday–Friday, 6am–5pm
• Summer months: Holiday, Continuous, 12am June 1st –11:59pm August 31st
• Work days in summer months: Override, Dated Weekly, Monday–Thursday,
9am–2pm

* If you do not see one of the types listed above, on the System Configuration tree,
select Categories > Schedule. Select the Occupancy category, then the Priority. Under
Schedule Types, select the missing type, then click Accept.

Using the Priority and Type options, you can often accomplish the effective schedule you need in
several different ways. For example, the effective schedule resulting from the 3 schedules described
above for Type could also be accomplished with the following schedules:
School year: Normal, Dated Weekly, Monday–Friday, September 1st–May 31st, 6am–5pm
Summer months: Normal, Dated Weekly, Monday–Thursday, June 1st–August 31st, 9am–2pm

Using schedule categories


Occupancy is the only default schedule category. It is a binary schedule category that allows a zone or
piece of equipment to be defined as On when a space is occupied and Off when it is unoccupied.
You can add custom schedule categories to handle other conditions if the equipment’s control program
includes a Time Clock microblock. For example, you can add a multi-state schedule category to control
lights: on during work hours, off at night, and dim for janitorial work.

Creating a custom schedule category


1 Create the custom schedule category in the EIKON® application. See "To use custom alarm and
schedule categories" in EIKON® Help.
2 In the EIKON® application, select the new category from the Schedule Category droplist in a Time
Clock microblock.
3 Create the same custom schedule category in the WebCTRL® interface. The Reference Name must
be identical to the category's name in the EIKON® application. See "To add a custom schedule
category in the WebCTRL® interface" below.

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To add a custom schedule category in the WebCTRL® interface

TIP Study the default Occupancy category to understand the various properties you need to set
when adding a new schedule category.

PREREQUISITES
• Add the custom schedule category in the EIKON® application. See "To use custom alarm and
schedule categories" in EIKON® Help.
• In the EIKON® application, select the new category from the Schedule Category droplist in a Time
Clock microblock.

1 On the System Configuration tree, click to the left of the Categories folder, then click
Schedule.
2 Click Add.
3 Enter values or add items for the fields in each section of the page. See table below.
NOTE The fields that you see depend on selections you made in previous sections.
4 Click Accept.

Field Notes
Category Name The name used in the WebCTRL® interface
Reference Name • Must be unique in the database, be lowercase, and not
contain any spaces.
• This name must be identical to the name of the custom
schedule category that you added in the EIKON® application.
• Do not use occupancy as the reference name.
Allowed Type Replace Undefined with one of the following:
• Boolean: binary (on/off, true/false) condition
• Multi State: list of integer-defined states. For example, 1=off,
2=on, 3=dim
Default Value Displays what schedule value is in effect for times not specified by
the schedule. To set this value, in the Allowed Values table, select
the value that you want to use as the default, then click the Make
Default OK button.
Allowed Values If you selected Boolean above, select True Value or False Value.
If you selected Multi State, click the Add Value button to create
each schedule state.
Allowed Value Description The name used in the WebCTRL® interface.
Pattern Type none, dark, or
/_common/lvl5/graphics/patterns/xxx.gif,
where xxx.gif is any .gif file in the
webroot\_common\lvl5\graphics\patterns folder.

Priority Description The name used in the WebCTRL® interface.

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Field Notes
Index Represents this priority’s relative level of importance within this
schedule category. The WebCTRL® application automatically
assigns the priority index, which is zero for the first priority level.
The higher the index value, the higher the priority of the schedule
type relative to other schedules. BACnet limits the number of
priority indices to 16.
Color Color of the schedule bar on the Schedules page.
Schedule Types The Weekly type is available for Index 0 only.
The Allow Wildcards and Partial Day options affect all selected
schedule types.
Default Schedule The default schedule used when this category is selected. Create
the schedule by adding segments for each state until every hour
in the 24-hour schedule is covered by a segment.
EXCEPTION If you selected Partial Day in the Schedule Types
field, you do not have to add segments for the entire 24-hour
period.

To view, edit, or delete a schedule category


1 On the System Configuration tree, click to the left of the Categories folder, then click
Schedule.
2 In the table, select the category you want to edit or delete.
3 Edit the fields or click Delete.
4 Click Accept.

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Trends
The WebCTRL® system can read and store equipment status values over time and then display this
information in a trend graph to help you monitor the equipment’s operation.

You can collect trend data for any point value in the WebCTRL® system. The controller reads point
values at intervals that you define and then stores that data in the controller. A controller has limited
memory for storing trend data, so you can set up historical trending to archive the trend data from the
controller to the WebCTRL® database. A trend graph can display data from the controller and the
database, or it can display only data stored in the database.
After you set up the desired points for trend data collection (page 66), you can:
• View built-in trend graphs that show a single point (page 67)
• Create custom trend graphs with multiple points (page 68)

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To collect trend data for a point
Before you can see a point's trend graph, you must enable trending for that point and then define how
you want the controller to collect the point's data. This can be done in the EIKON® application or you
can do it in the WebCTRL® interface using the instructions below.
NOTE I/O microblocks have trending capability built-in, and you enable trend logging in the I/O
microblock. Any other microblock value must have a trend microblock attached in the control program,
and you enable trend logging of the value in the trend microblock.

To set up a point's trending in the WebCTRL® interface:


1 On the Geographic tree, select the equipment that has the point you want to trend.
2 Click the Trends button drop-down arrow, select Disabled Points, then select the point.
3 On the Enable/Disable tab, check Enable Trend Log.
4 Enter information in the appropriate fields. See table below.
5 Click Accept.

TIP You can set up all trends for a piece of equipment at once on the Trend Sources tab of the
equipment's Properties page.

Field Notes
Sample every _:_:_ Records the point’s value at this interval.
(hh:mm:ss) NOTE Set trend intervals for U line controllers to one minute or
greater. U line controllers are designed to meet low end, high volume
terminal control applications and are not suited to very short trend
intervals.
Sample on COV Records the point’s value only when the value changes by at least the
(change of value) amount of the COV Increment.
NOTE Use this method for a binary point or for an analog point that
has infrequent changes in value.
Max samples The maximum number of samples that you want the controller to
store.
CAUTION Changing the value in Max samples will delete all of the
point's trend samples currently stored in the controller. Click the
Store Trends Now button before changing the value to transfer the
trend data from the controller to the system database.
NOTES
• Trending consumes memory in the controller. The amount of
memory available depends on the type of controller. Each
trended point consumes 48 bytes of memory plus 10 bytes for
each trend sample. Each trend microblock consumes 416 bytes
of memory plus 10 bytes for each trend sample.
• Click Reset to delete all samples currently stored in the controller.
The above sample and memory allocation fields together define trend data storage in the controller in
terms of hours.
EXAMPLE If you set these fields so that samples are collected every 5 minutes for a maximum of
120 samples, the controller will store 600 minutes (5 x 120) or 10 hours of trend data.
Stop When Full Check this field to stop trend sampling when the maximum number
of samples is reached.

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Field Notes
Enable trend log at specific Collects trend data for the specific period of time you define in the
times only time and date fields.
Enable Trend Historian Archives trend data to the system database.
Store Trends Now Writes all trend data in the controller to the system database without
having to enable trend historian.
Write to historian every __ Writes all trend data in the controller to the system database each
trend samples time the controller collects the number of samples that you enter in
this field. This number must be greater than zero and less than the
number entered in the field Max samples. The number of trends
specified must be accumulated at least once before the historical
trends can be viewed.
Trend samples accumulated Shows the number of samples stored in the controller since data was
since last notification last written to the database.
Last Record Written to Shows the number of trend samples that were last written to the
Historian database.
Keep historical trends for __ This is based on the date that the sample was read. Select the first
days option to use the system default that is defined on the System
Settings > General tab. Select the second option to set a value for
this trend only.
Delete Deletes all trend samples stored in the database for the item
selected on the Geographic tree.
BACnet Configuration The Object Name is a unique alphanumeric string that defines the
BACnet object. Although the Object Name field can be edited, it is not
recommended. The Notification Class is set to 1 to receive alarms
generated by Automated Logic® controllers.

NOTES
• You can use Global Copy (page 41) to copy trend properties to other pieces of equipment that use
the same control program.
• Run a Trend Usage report (page 113) to view trend configurations.

Viewing a built-in, single-point trend graph


1 On the Geographic tree, select the equipment whose trend you want to view.
2 Click the Trends button drop-down arrow, select Enabled Points, and then select the graph you
want to view.
3 Select the View tab. See Using trend graphs (page 71).

NOTE On the Configure tab, you can:


• Enable/disable the grid.
• Set the time range for the X axis. For example, enter 7 days to see the data for the last week.
• Turn off autoscaling so that you can define a range for the Y-axis
• Type a Y-axis label that will appear on the right side of the graph.

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Creating a custom trend graph
When creating a custom trend graph, you can select up to 16 points. If you select more than 4 points or
points with different units, the WebCTRL® application splits the data into subgraphs. Each subgraph
can show a maximum of 4 points with similar units.

NOTES
• You must enable trending for points that you want to include in the custom trend graph. See To
collect trend data for a point (page 66).
• You can display icons and hover text on the Geographic tree that show where custom trend
graphs were created. See Tree icons and hover text (page 24).

To create a custom trend graph


1 On the Geographic tree, select the area or equipment where you want to see the graph.
2 Click the Trends button drop-down arrow, then select New Trend Graph.
NOTE If the Trends button does not have a drop-down arrow, the New Trend Graph page is already
displayed.
3 In the tree on the New Trend Graph page, use Ctrl+click or Shift+click to select the points (16
maximum) that you want to see on a graph.
NOTE The tree shows only points that have trending enabled. See To collect trend data for a point
(page 66).
4 Click Save.
5 Optional: If your system has trend categories defined, you can select a Category for this trend. For
more information on trend categories, see Adding trend categories (page 70).
6 Type a Name for the graph that will appear at the top of the graph and in the Trends button
drop-down list.

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7 Click OK.
8 Select:
○ The View tab to see the custom trend graph. See Using trend graphs (page 71).
○ The Configure tab to edit the trend graph. See To edit a custom trend graph (page 69).

To edit a custom trend graph


1 On the Geographic tree, select the area or equipment where you created the graph.
2 Select the Trends > Configure tab. On this page, you can:
○ Change the name of the custom trend graph
○ Enable/disable the grid
○ Set the time range for the X axis
○ Edit a subgraph's Y-axis label that will appear on the right side of the graph
○ Turn off autoscaling so that you can define a range for the Y-axis
○ Add/delete subgraphs (see instructions below)
○ Add/delete points (see instructions below)
○ Change a point's name on the graph
○ Change a binary point's active/inactive text on the graph
○ Click Delete Trend Graph to delete the entire custom trend graph

To add a subgraph to a custom trend graph


1 Click Add below the Subgraphs list.
2 Type a Y-axis label.
3 Click Add below the Points list.
4 Select a point in the Data source tree.
NOTE The tree shows only points that have trending enabled. See To collect trend data for a point
(page 66).
5 Repeat steps 3 and 4 to add up to 4 points to the subgraph.
6 Click Accept.
NOTE To delete a subgraph, select it in the Subgraphs list, click Delete below the list, and then click
Accept.

To add a point to a subgraph


1 Select the subgraph in the Subgraphs list.
2 Click Add below the Points list.
3 Select a point from the Data source tree.
NOTE The tree shows only points that have trending enabled. See To collect trend data for a point
(page 66).
4 Click Accept.
NOTE To delete a point, select the appropriate subgraph, select the point, click Delete below the Points
list, and then click Accept.

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Adding trend categories
A point trend graph is in the Enabled or Disabled category in the Trends button drop-down menu.

You can create additional categories for your custom trend graphs.
1 On the System Configuration tree, click to the left of Categories, then select Trend.
2 Click Add.
3 Type the Category Name and Reference Name.
4 Optional: Select a privilege so that only operators with that privilege can access trends in the
category.
5 Click Accept.

NOTES
• To edit a category, select the category, make your changes, then click Accept.
• To delete a category, select the category, click Delete, then click Accept.

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Using trend graphs

NOTES
• A gray triangle at the top of a graph indicates a note from the system. Hover your cursor on the
triangle to see which of the following occurred:
○ Equipment received a time synchronization from its network router or from the WebCTRL®
application.
○ Trend Historian has been enabled or disabled.
○ Trend Log has been enabled or disabled.
The trend object ID of a third-party trend source has been changed. For information only, you do not
need to do anything.

• Click at the top of the WebCTRL® page to print the graph. You may need to set your printer's
orientation to Landscape.
• Toolbar options are also accessible by right-clicking a trend graph.
• You can check Display gap in graph line for missing data on an individual trend graph page, or you
can go to the System Settings > General tab (page 159) to set this for all future trend graphs.

To view trend data in a spreadsheet program

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You can save trend data as csv data that you can open in a spreadsheet program such as Microsoft®
Excel®.

1 On the Trends > View tab, select > Save as CSV data.
2 Save the data (.zip file) wherever you want. The .zip file contains the following:
○ A .csv file for each trend source (point). The filenames match the point names.
○ A Combined folder containing a file with the combined data for all of the graph's trend sources.
3 Open the .csv file in a spreadsheet program.

NOTES
• You will need to convert the data in the spreadsheet's Time column to a readable date/time
format.
• If you use Microsoft® Excel® on a Mac and the converted date shows the wrong year, do the
following:
1. In Excel, go to File > Options > Advanced.
2. Scroll down to the section When calculating this workbook, and then uncheck Use 1904 date
system.

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Alarms
An alarm is a message sent from an alarm source (usually a microblock in a control program) to the
WebCTRL® application to notify you that certain conditions exist, such as a piece of equipment has
stopped running or a temperature is too high. When the WebCTRL® application receives an alarm, it
displays information about the alarm on the Alarms page. It can also perform alarm actions to inform
personnel of the condition and to record information about the alarm. An alarm source can also send a
return-to-normal message when the alarm condition returns to its normal state.

Alarm sources and the alarms they generate are assigned to categories, such as HVAC Critical or HVAC
Maintenance, to help you work with related alarms.
The application engineer usually sets up alarm sources in the EIKON® application. In the WebCTRL®
interface, you can:
• View, troubleshoot, acknowledge, and delete alarms (page 74)
• Set up the alarm actions that the WebCTRL® application performs (page 79)
• Edit alarm sources that were set up in the EIKON® application or set up new alarm sources to
generate alarms (page 99)
• Customize alarms by changing the category or message (page 102)

NOTE Besides the alarms that you set up, the WebCTRL® application has built-in system and
equipment alarms.

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Viewing, troubleshooting, acknowledging, and deleting alarms
The WebCTRL® Alarms page displays alarms as they are received. If desired, an operator can set
options on the My Settings page to have the WebCTRL® application play an audio file when an alarm is
received.
An alarm's setup may require that it be acknowledged and/or the alarm condition returned to normal.
The alarm, its return to normal, and any other alarms related to the incident are referred to as an alarm
incident group. The WebCTRL® application closes an alarm incident group when all of the following
have occurred:
• You acknowledge the alarm (if required)
• The WebCTRL® application receives a return-to-normal (if required)
• The WebCTRL® application performs all alarm actions defined for the group
You should delete alarms from your system as they are closed because large quantities of stored
alarms can reduce the efficiency of your system.

To view alarms in the WebCTRL® interface


• Click at the top of the page to see all alarms in the system.
or
• Click the Alarms button and then select an item on the navigation tree to see all alarms at and
below that level.

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NOTES
• The WebCTRL® tree can show 10 levels. If an alarm source is deeper than 10 levels, the alarm is
reassigned to the system level.
• Alarms generated by the WebCTRL® application appear at the system level.
• Alarms generated by controllers appear at the system level on the Geographic tree, but in the
network hierarchy on the Network tree.

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• An alarm's details include a path to the alarm source. Each section of the path is a link to that
location. For example, in the path East Wing/RTU-4/SSP_LO, East Wing links to the East Wing
graphic, RTU-4 links to the equipment graphic, and SSP_LO links to the microblock's Properties
page.

To control which alarms you see

Use these tools... To control the Alarms list


Click the arrow buttons to display other alarms.

Type a date and time or click to select a date.


Then click Go to show up to 50 alarms since that
date/time.

When finished, click to display the 50 newest


alarms or to display the oldest 50 alarms.

Date–Sorts list by date/time the alarms were


generated with the most recent at the top.
To Do–Shows only alarms that require one or more
actions before they are closed.
Incident Group–Sorts alarms by incident. For
example, an alarm and its return-to-normal form an
incident group. Brackets indicate a group.

Select the alarm categories that you want to see in


the alarms list. Use Ctrl+click, Shift+click, or both to
select multiple categories, or check Show all
categories.

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To troubleshoot an alarm

You can select an alarm's checkbox and then click to open the Alarms time-lapse showing the
1-hour period in which the alarm occurred. You can step backward or forward through the time-lapse at
1-minute intervals to see what other alarms occurred at each minute during that hour. You can also go
to the Graphics or Trends time-lapse to see what else happened when the alarm occurred. See
Time-lapse (page 111) for information on this feature.

To acknowledge alarms
You must acknowledge alarms that have been set up to require acknowledgment. An alarm shows if it
needs to be acknowledged.

The table in the upper left corner of the page shows how many alarms need acknowledgment at the
current location (Here) and in the entire system (Total). This table also shows how many alarms need a
return-to-normal and how many are closed.

To acknowledge an alarm
1 On the Alarms page > View tab, select the checkbox of an alarm that shows Acknowledge.
2 Click the Acknowledge button.

To acknowledge all alarms in the alarms database for selected categories


1 On the Alarms page > View tab in the left-hand column, select the categories whose alarms you
want to acknowledge.
NOTE Use Ctrl+click, Shift+click, or both to select multiple categories, or select the Select All
checkbox.
2 Click Advanced.
3 Click Acknowledge All.

TIP Acknowledging many alarms simultaneously can take a long time. Acknowledge alarms as they
occur to avoid long waits.

To delete alarms
You should delete alarms from your system as they are closed because large quantities of stored
alarms can reduce the efficiency of your system. To save alarm information before deleting, select
Alarms > Reports tab > Alarms, then click the Run button.

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To delete an alarm
1 On the Alarms page > View tab, select an alarm's checkbox.
2 Click Delete.

To delete all alarms in the alarms database for selected categories


1 On the Alarms page > View tab in the left-hand column, select the categories whose alarms you
want to delete.
NOTE Use Ctrl+click, Shift+click, or both to select multiple categories, or select the Select All
checkbox.
2 Click Advanced.
3 Click Delete All.

To delete all closed alarm incident groups in the alarms database


An incident group is all alarms related to a particular incident. For example, an alarm and its
return-to-normal form an alarm incident group. An incident group is considered closed when all alarms
in the group are closed.
1 On the Alarms page > View tab in the left-hand column, select the categories whose alarms you
want to delete.
NOTE Use Ctrl+click, Shift+click, or both to select multiple categories, or select the Select All
checkbox.
2 Click Advanced.
3 Click Delete Closed Incidents.
NOTES
• To have the WebCTRL® application automatically delete alarm incident groups a specified number
of days after the groups close, select this option on the System Settings > Scheduled Tasks (page
164) tab.
• Also on the System Settings > Scheduled Tasks tab, you can set the WebCTRL® application to
archive alarm information to a text file as alarms are deleted.
• An alarm source may be set up to generate an alarm and a return-to-normal. If an alarm occurs but
the WebCTRL® application never receives the return-to-normal, you can select the alarm and then
click Force Normal so that the alarm can be closed. Force Normal has no effect on the alarm
condition that generated the alarm.

To receive audible notification of alarms


You can set up the WebCTRL® application to play an audio file on your workstation when it receives a
critical or non-critical alarm.
1 On the System Configuration tree, select My Settings. See To change My Settings (page 128).
2 On the Settings tab, select Non-critical alarms or Critical alarms to be notified of each type of
alarm.
3 In the Sound File field, type the path to the sound file.

When an alarm triggers the audio file to play, you can click and then select:
• Snooze to temporarily stop the sound for 5 minutes
• Silence to stop the sound
The alarm sound is silenced until another alarm that triggers a sound is received.

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Setting up alarm actions
The WebCTRL® application can perform alarm actions listed below to notify personnel of an alarm or to
record information about the alarm. You can assign alarm actions to an alarm source, a category of
alarm sources, alarm sources from a certain location, or a combination of these criteria.
The alarm actions are:
• Alarm Popup
• Print
• Propagate To Server
• Run External Program
• Send Alphanumeric Page
• Send E-Mail
• Write to File
If your system has the Advanced Alarming package, the WebCTRL® application can also perform the
following alarm actions:
• Send SNMP Trap
• Write Property
• Write to Database
See the following topics for a description of each alarm action.

To assign alarm actions to alarm sources


To assign alarm actions to multiple alarm sources
Although you can assign an alarm action to a single alarm source, you typically assign an action to
multiple alarm sources at the area or equipment level. The alarm action applies to all instances of the
alarm sources at the selected location and below. Click an action’s Edit button to make any changes.
To assign an alarm action to alarm sources:
1 On the Geographic or Network tree, select the area, equipment, or controller containing
the alarm sources.
2 On the Alarms page > Actions tab, follow the 3 steps on the screen.
NOTE Use Ctrl+click, Shift+click, or both to select multiple items.
3 Click Add.
4 Set up the alarm action by editing the fields on the alarm action page. See the appropriate alarm
action below for field descriptions.
5 Click Accept.
After you have assigned alarm actions to an alarm source, simulate the alarm (page 101) to check your
work. If an alarm action fails, the WebCTRL® application receives an alarm for the failed action.
NOTES
• Click View Selected Sources to view or change settings for each alarm.
• You can display icons and hover text on the Geographic tree that show where alarm actions
have been created. See Tree icons and hover text (page 24).

To assign an alarm action to a single alarm source


1 On the Geographic or Network tree, select the alarm source (microblock).
2 On the Alarms page > Actions tab, click the drop-down arrow, then select an alarm action.
3 Click Add.

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4 Set up the alarm action by editing the fields on the alarm action page. See the appropriate alarm
action below for field descriptions.
5 Click Accept.

Alarm Popup
The Alarm Popup alarm action pops up a message on any computer with a Windows® operating
system that is running the WebCTRL® Alarm Notification Client application.

Field Notes
To Operator Select individual operators or operator groups who should receive alarm
To Group notification.
Generate alarm if Check this field to generate a System Info alarm if the popup recipient is not
delivery fails currently running the Alarm Notification Client application.
Message text Use punctuation, spaces, or returns after the entries to format the text.
To add live data to the text, select field codes (page 106) from the Append
Field Code list.
Append Field Code Add field codes (page 106) to the message text if desired.
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

Using the Alarm Notification Client application


The Alarm Notification Client application must be running on each client computer (Windows only) that
should receive popup notifications. Keep the application minimized to the right side of the Windows
task bar. The window will pop up with a message when an alarm occurs.

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Select an alarm message, then click to open the WebCTRL® interface displaying the piece of
equipment that generated the alarm. A grayed out alarm indicates that it was acknowledged in the
WebCTRL® interface.
If the Alarm Notification Client is set up to play a continuous alarm sound, you can silence an alarm by
clicking Silence!, by pressing Ctrl+S, or by acknowledging the alarm in the WebCTRL® interface.

Button Notes
Opens the WebCTRL® interface displaying the equipment that generated the alarm.
NOTES
• If WebCTRL Server is to use https (SSL), you must do the following to enable
communication between the server and Alarm Notification Client. In SiteBuilder, go to
Configure > Preferences > Web Server. For Enabled Web Server Ports, select Both
HTTP and SSL or SSL only. In the Server Connection field described below, enter the
number of the SSL port.
• If WebCTRL Server is v6.0 and an Alarm Notification Client is an earlier version, you
will have to log in when you click .
Copies the selected alarm information to the clipboard.

Removes the alarm information from the alarm popup list. Removing items from this list
has no effect on the alarms list in the WebCTRL® interface.
View information about the server connection.
On this tab... You define...

Server The WebCTRL® server and port, and the WebCTRL® operator name
Connection and password
NOTES
• If you upgraded Alarm Notification Client to v6.0, you will need to
reenter your operator name and password on this tab while Alarm
Notification Client is connected to the WebCTRL Server
application.
• The default port is TCP 47806. If you change this, you must also
change the Port field in the WebCTRL® System Settings. See "To
set up the WebCTRL Server application to support Alarm Popup
clients" below.
Browse To The WebCTRL® page that you want to see first when browsing to the
equipment

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Button Notes
Notification • If you want to hear a sound when an alarm occurs
Sounds • Which sound you want to hear for each type of alarm.
NOTE A Connection Failure occurs when the Alarm Notification
Client loses communication with the WebCTRL Server application.
• Whether you want the sound to continue until silenced
NOTE If multiple types of alarms occur simultaneously, the
application plays the sound of the most critical alarm (Connection
Failure first, then Critical, then Normal).

To set up the WebCTRL Server application to support Alarm Popup clients


1 On the System Configuration tree, select System Settings.
2 On the General tab, select Enable support for Alarm Notification Clients to connect to this server.
3 If the server has more than one network interface adapter, type in the Restrict to IP Address field
the IP address that the Alarm Notification Client application will connect to. You must specify the
same IP address in the Server field in the Alarm Notification Client.
4 Use the default port or specify a different port. You must specify the same port in the Port field in
the Alarm Notification Client.
5 Click Accept.
NOTE If the Alarm Notification Client application is not on the local network and will access WebCTRL®
alarms through a NAT router, you must port forward the TCP port you defined in step 4 above.

To install the Alarm Notification Client application


Follow the steps below on each client computer that should receive alarm popups.
PREREQUISITE Enable support for Alarm Popup client in System Settings. See above topic.
1 On the System Configuration tree, click Client Installs.
2 Select Alarm Notification Client.
3 Click Run, then follow the on-screen instructions to install the Alarm Notification Client application.
After you click Done, the application starts automatically.

4 In the Settings dialog box, enter appropriate values. You can also click to open this box. See the
table above for a description of each setting.
NOTE You can lock the Settings so that a user cannot edit them. See To lock a client's Settings
feature below.
5 Click OK.
6 Minimize the Alarm Notification Client window.

To lock a client's Settings feature


To prevent a user from editing the Settings :
1 Right-click Alarm Notification Client in the Windows Start menu.
2 Select Properties.

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3 On the Shortcut tab, type -lockconfig at the end of the Target path.

Print
The Print alarm action prints alarm information.

Field Notes
Text Printing Select to use the WebCTRL® server's local dot-matrix printer. Text Printing will
not print to a network printer.
In the Port Name field, type the computer port that the printer is connected
to. In the Line Width field, type the number of characters to be printed per
line.
Prints multiple alarms per page.
Graphics Printing Select to use the WebCTRL® server's default printer (local or network printer).
Prints one alarm per page to the WebCTRL® server's default printer.
Text to Print Use punctuation, spaces, or returns after the entries to format the text.
To add live data to the text, select field codes (page 106) from the Append
Field Code list.

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Field Notes
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

Propagate To Server
The Propagate To Server alarm action sends the selected alarm to the parent server in a system with
hierarchical servers.

Field Notes
Message text The alarm message that is sent to the parent server.
Append Field Code Add field codes (page 106) to include live data in the Message text field.

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Field Notes
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

Run External Program


The Run External Program alarm action starts a program or batch file on the server.

Field Notes
Command Line The path of the executable file on the WebCTRL® server followed by the path
of the output file.
EXAMPLE:
c:\windows\notepad.exe c:\WebCTRL\webroot\alarms.txt
Append Field Code Add field codes (page 106) to the Command Line field.
EXAMPLE:
c:\reports\run_report.bat $Generation_time$$To_State$
This starts a batch file on the server and uses the alarm’s generation time
and state as values.
Synchronize Tells the WebCTRL® application to wait for the external program to finish
running before initiating the next Run External Program alarm action.

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Field Notes
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

Send Alphanumeric Page


The Send Alphanumeric Page alarm action sends a page to one or more alphanumeric pagers or sends
text messages to cell phones. The pager or phone must be able to accept e-mail.

Field Notes
To Type the address(es) that you want to send the alarm to. To enter multiple
addresses, type a space or press Enter after each address.
From Enter a valid address if required by your mailserver.
Mail Host The mailserver's address. This can be an IP address or a system name, such
as mail.mycompany.com.
Mail Host Port Change this field if using a port other than the default port 25.
Mail Host Security Select the type of security the mailserver uses.
Options • Cleartext – Uses the SMTP protocol to send as clear text over TCP/IP
• Secure SSL – Uses SSL, a communication protocol that provides data
encryption
• Secure TLS – Uses TLS, but does not begin encryption until the
WebCTRL® application issues STARTTLS command

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Field Notes
Specify Mail User For Select if your mailserver requires a username and password.
Mail Host
Authentication
Send mail as MIME Select if your mailserver allows only MIME attachments.
attachment
Message Text Use punctuation, spaces, or returns after the entries to format the text.
To add live data to the text, select field codes (page 106) from the Append
Field Code list.
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for
a schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

NOTE You should not assign this alarm action to frequently-occurring alarms as this may cause
problems on your network or the Internet.

To secure mailserver communication using SSL or TLS


Before the WebCTRL® application sends an email using SSL or TLS, it requests an SSL certificate from
the mailserver. If the certificate that the WebCTRL® application receives is in its list of trusted
certificates, it sends the email. If the certificate is not in the list, the WebCTRL® application generates a
system alarm indicating that the email alarm action failed. If this occurs, you will need to add the
mailserver's certificate to the WebCTRL® application's list of trusted certificates.
1 Get a copy of the certificate file from the mailserver. Ask your Network Administrator for help.
2 Put the file on the WebCTRL® server.
3 On the WebCTRL® server, click the Windows® Start button.

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4 In the Search programs and files field, type the following command:

C:\WebCTRL<x.x>\bin\java\jre\bin\keytool.exe -import -trustcacerts


-alias smtpserver -keystore webserver\keystores\certkeys -file
<file_path>

replacing:
<x.x> with the system's version number
<file_path> with the full path and file name of the certificate file
5 The information for the smtpserver key is displayed and you are prompted to trust this certificate.
Type yes.

NOTE If your mailserver is using SSL or TLS, the WebCTRL® server is running antivirus software, and
the email alarm action fails because it cannot find an SSL certificate, do one of the following:
• Disable scanning of outgoing SMTP traffic in the antivirus software. See your antivirus software's
Help for assistance.
• Obtain the antivirus software's SSL certificate and install it on the WebCTRL® server using the
above procedure.

To set up a dial-up networking connection


The WebCTRL® application can use a dial-up internet connection through a modem to deliver e-mail for
the Send E-mail or Send Alphanumeric Page alarm action.
To set up the dial-up connection:
1 Set up your modem to dial out to your Internet Service Provider. See your modem documentation.
2 On the WebCTRL® server, open Internet Explorer®.
3 Select Tools or > Internet Options.
4 On the Connections tab, click Setup.
5 Follow the instructions in the wizard. See Windows Help for assistance.
6 In a text editor such as Windows Notepad, open WebCTRLx.x\webroot\<system>\
system.properties.
7 At the end of the file, type the following line:
repactions.connection.name=<name of connection>
where <name of connection> is the ISP name you entered in the wizard in step 2.
8 Open Internet Explorer, then select Tools > Internet Options > Connections tab.
9 If the box under Dial-up and Virtual Private Network settings shows more than one connection,
select the connection that you just created, then click Set Default.
10 Select Always dial my default connection.

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Send E-mail
The Send E-mail alarm action sends a message to one or more e-mail accounts. The alarm action can
also run a report and attach it to the e-mail as a PDF, HTML, or XLS file.

Field Notes
To Type the address(es) that you want to send the alarm to. To enter multiple
addresses, type a space or press Enter after each address.
From Enter a valid address if required by your mailserver.
Mail Host The mailserver's address. This can be an IP address or a system name, such
as mail.mycompany.com.
Mail Host Port Change this field if using a port other than the default port 25.
Mail Host Security Select the type of security the mailserver uses.
Options • Cleartext – Uses the SMTP protocol to send as clear text over TCP/IP
• Secure SSL – Uses SSL, a communication protocol that provides data
encryption
• Secure TLS – Uses TLS, but does not begin encryption until the
WebCTRL® application issues STARTTLS command
Specify Mail User For Select if your mailserver requires a username and password.
Mail Host
Authentication
Send mail as MIME Select if your mailserver allows only MIME attachments.
attachment
Message Text Use punctuation, spaces, or returns after the entries to format the text.
To add live data to the text, select field codes (page 106) from the Append
Field Code list.
Attach Report Select to attach a report to the e-mail, then select the Report and the
Format. The attached report will include the date and time. For example,
Alarm Sources 2012 Jan 01 1230.
NOTE The Report Name field shows a custom report only if it was created at
the current system level.
Run as shows the name and login name of the operator creating the alarm
action. The report will be run using the privileges and report options of this
operator.

TIP You may want to create a new operator with limited privileges for
this purpose.

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Field Notes
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for
a schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

NOTE You should not assign this alarm action to frequently-occurring alarms as this may cause
problems on your network or the Internet.

To secure mailserver communication using SSL or TLS


Before the WebCTRL® application sends an email using SSL or TLS, it requests an SSL certificate from
the mailserver. If the certificate that the WebCTRL® application receives is in its list of trusted
certificates, it sends the email. If the certificate is not in the list, the WebCTRL® application generates a
system alarm indicating that the email alarm action failed. If this occurs, you will need to add the
mailserver's certificate to the WebCTRL® application's list of trusted certificates.
1 Get a copy of the certificate file from the mailserver. Ask your Network Administrator for help.
2 Put the file on the WebCTRL® server.
3 On the WebCTRL® server, click the Windows® Start button.
4 In the Search programs and files field, type the following command:

C:\WebCTRL<x.x>\bin\java\jre\bin\keytool.exe -import -trustcacerts


-alias smtpserver -keystore webserver\keystores\certkeys -file
<file_path>

replacing:
<x.x> with the system's version number
<file_path> with the full path and file name of the certificate file
5 The information for the smtpserver key is displayed and you are prompted to trust this certificate.
Type yes.

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NOTE If your mailserver is using SSL or TLS, the WebCTRL® server is running antivirus software, and
the email alarm action fails because it cannot find an SSL certificate, do one of the following:
• Disable scanning of outgoing SMTP traffic in the antivirus software. See your antivirus software's
Help for assistance.
• Obtain the antivirus software's SSL certificate and install it on the WebCTRL® server using the
above procedure.

To set up a dial-up networking connection


The WebCTRL® application can use a dial-up internet connection through a modem to deliver e-mail for
the Send E-mail or Send Alphanumeric Page alarm action.
To set up the dial-up connection:
1 Set up your modem to dial out to your Internet Service Provider. See your modem documentation.
2 On the WebCTRL® server, open Internet Explorer®.
3 Select Tools or > Internet Options.
4 On the Connections tab, click Setup.
5 Follow the instructions in the wizard. See Windows Help for assistance.
6 In a text editor such as Windows Notepad, open WebCTRLx.x\webroot\<system>\
system.properties.
7 At the end of the file, type the following line:
repactions.connection.name=<name of connection>
where <name of connection> is the ISP name you entered in the wizard in step 2.
8 Open Internet Explorer, then select Tools > Internet Options > Connections tab.
9 If the box under Dial-up and Virtual Private Network settings shows more than one connection,
select the connection that you just created, then click Set Default.
10 Select Always dial my default connection.

Send SNMP Trap

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Alarming.

The Send SNMP Trap alarm action sends an SNMP trap in response to receiving an alarm. Traps
contain the text created in the Text to send as the SNMP Trap field in the alarm action dialog box. You
can configure up to five SNMP servers to receive traps.
NOTES
• WebCTRL® supports SNMP v1.
• Each SNMP server you want to receive these traps must have SNMP monitoring equipment
installed. If problems arise with your SNMP connection or receiving traps, contact your IS
department.
• This alarm action uses Port 162 to send SNMP traps. To use a different port, open
WebCTRLx.x\webroot\<system_name>\system.properties in a text editor such as Notepad. In the
line #snmp.trap.port = 162, delete # at the beginning of the line and change 162 to the port you
want to use. If you make this change while the WebCTRL Server application is running, you must
restart it to have the change take effect.

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Field Notes
Network Address** The network address of the SNMP server receiving the SNMP trap.
Community Name** The community name that the SNMP server belongs to.
Comment The physical location of the SNMP server. This field is optional.
Trap number** If the network administrator has configured trap numbers, type a unique
number from 1 to 127.
NOTE The same trap number is used for all messages from this alarm action.
Text to send as the 255 character limit. Type punctuation, spaces, or returns after the entries to
SNMP Trap format the message. You can customize this text by selecting field codes
(page 106) from the Append Field Code list.
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.
** Ask your network administrator for this information.

Write Property

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Alarming.

The Write Property alarm action writes a specified value to a BACnet property. You typically set up 2
alarm actions, the first writes a value when the alarm occurs and the other writes a value when the
return-to-normal occurs.

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Field Notes
Expression Type the path to the target property. To get the path, right-click the property
on a Properties page, then select Global Modify. The Geographic Location
field in the Advanced section shows the path. Click to copy it.
NOTES
• A BACnet Parameter microblock's present value cannot be written to
directly. However, you can change the present value by writing to the
relinquish_default property, or to the priority_array/priority16 property. For
example, change
#rtu-1/vfd_ovrde/present_value to
#rtu-1/vfd_ovrde/relinquish_default, or
#rtu-1/vfd_ovrde/priority_array/priority16.
• Do not use a BACnet address in this field.
Value to Write Type the value you want to write to the microblock property. Type 0 or 1 for a
binary property.
Append field code to Select field codes (page 106) to add this information to the Value to Write
value field.
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

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Write to Database

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Alarming.

The Write to Database alarm action stores alarm information in a table in the WebCTRL® alarm
database or in a custom database. Third-party applications can access the alarm information for
building maintenance management or alarm analysis. For example, an application can perform actions
such as triggering a stored procedure or running a report.

Writing to the WebCTRL® alarm database


When you add the Write to Database alarm action, by default the WebCTRL® application writes alarm
information to the write_db_ra table in the WebCTRL® alarm database. The following table describes
the information that is written to the database and gives the column name and data type that you will
need to access the alarm information from a third-party application.

Description Column Name Data type


Alarm generation time EVENT_TIME_ Datestamp
Path to the alarm source SOURCE_PATH_ String
Example: #slm/m073
Display name path to the alarm source DISPLAY_NAME_ String
Example: Atlanta Office/R&D Facility/Second Floor/VAV 2-1/Z
one Temp
Alarm state EVENT_STATE_ String
Example: OFF NORMAL, LOW LIMIT, HIGH LIMIT
Alarm text as defined in the Text to write to the database field RA_TEXT_ String
on the alarm action page. You can add live data to the text by
selecting field codes (page 106) from the Append Field Code
list.

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Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for
a schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

NOTES
• To keep the database table from growing too large, you must delete old entries using a third-party
database application. You cannot view, edit, or delete entries in the WebCTRL® interface.
• If your system uses an Access or Derby database, you cannot open the database in a third-party
application while the WebCTRL® or SiteBuilder application is running.

Writing to a custom database


The WebCTRL® application can write alarm information to the following types of custom databases.
The custom database does not have to be the same type as the WebCTRL® database.
• SQL Server
• MySQL
• PostgreSQL
• Oracle
You may create a table in an existing third-party database or create a new database.
Using your database management tool, create a table in your custom database that includes fields for
each alarm field code to be written to the table. Each field length in the table should be as long as the
longest value to be written to that field.
To set up writing to a custom database instead of the WebCTRL® alarm database, check Specify
Custom Database on the Alarms page Actions tab, then enter information in the remaining fields. See
table below.

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Field Notes
Text to write to the The text is made up of field codes (page 106) that add live data to the text.
database You can select additional field codes from the Append Field Code list.
NOTE To write the text in this field to the custom database, you must include
the Report Text field code ($report_text$) in the Database Insert String field
described below.
Database Connect For database type... The connect string format is...
String SQL Server jdbc:odbc:<odbc_alias>
MySQL jdbc:mysql://<host>:<port>/<instance>
PostgreSQL jdbc:postgresql://<host>:<port>/<instance>
Oracle jdbc:oracle:thin@<host>:<port>/<instance>
where:
<host> is the database server name/IP address
<port> is the port number for the database
<instance> is the database name in the database
server
<odbc_alias> is the name of the ODBC data source
Database Login and The login and password to connect to the database.
Password
Database Insert Use the following format:
String Insert into <TABLE_NAME> (<column1_name>, <column2_name> ...) values
(<$field_code1$>, <$field_code2$>, ...)
Example:
Insert into WebCTRL_ALARMS (TIME_, LOCATION_, TO_STATE_, TEXT_) values
($generation_time$, $location_path$, $to_state$, $report_text$)
NOTES
• You can add field codes (page 106) to the Insert String using the Append
Field Code list.
• If you add a timestamp type field code (for example, $generation_time$),
you should have the data go into a timestamp data type field in the
custom database. Otherwise, you must use field code formatting (page
106) to format the time.
• You can add only one Database Insert String per alarm action.

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Field Notes
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged
or has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule
group or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the
same as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours.
Under Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

Write to File
The Write to File alarm action can do either of the following:
• Record alarm information in a standard ASCII text file that you can view and edit using a text editor
such as Windows® Notepad.
• Write a WebCTRL® report to a file.

Field Notes
File Name Path name for the file you want to write to such as
c:\WebCTRLx.x\webroot\alarms.txt.
• If you do not specify a path, the file is written to the system folder.
• If you type a path that does not exist, the WebCTRL® application will create
the necessary folders.
• You can write to one of the following:
- a file on the server
- a networked computer if you map the network drive. Use
the drive mapping in the path from the server to the computer.
• The path name may contain field codes (page 106).
Write as File Select to record alarm information in a text file.

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Field Notes
Append Select to append new alarm information to the end of the file instead of writing
over existing data.
NOTE Because you can append new alarm information to the end of the file,
this file can become very large. You must back up and delete this file
frequently if you are using this alarm action with many alarms.
Text to write to the Use punctuation, spaces, or returns after the entries to format the text.
file To add live data to the text, select field codes (page 106) from the Append
Field Code list.
Write as Report Select to write a WebCTRL® report to a file, then select the Report and the
Format.
NOTE The Report Name field shows a custom report only if it was created at
the current system level.
Run as shows the name and login name of the operator creating the alarm
action. The report will be run using the privileges and report options of this
operator.

TIP You may want to create a new operator with limited privileges for this
purpose.
Perform Action By default, the WebCTRL® application performs an alarm action when the
alarm source generates an alarm and when it returns to normal. Under
Perform Action, you can choose to run the alarm action:
• Only when the alarm source generates an alarm or when it returns to
normal.
• After a specified amount of time if the alarm has not been acknowledged or
has not returned to normal. Use this option for alarm escalation. *
• If the alarm occurs during the occupied hours defined for a schedule group
or run if the alarm occurs during the unoccupied hours defined for a
schedule group. *
EXAMPLE To have one alarm action performed during work hours and a
different alarm action performed after work hours:
1. Create a schedule group (page 58), but do not assign members to it.
2. Create a schedule for the group. Set the occupied hours to be the same
as the work hours.
3. Create the alarm action that is to be performed during work hours.
Under Perform Action, select If schedule group <your new group> is
Occupied.
4. Create the alarm action that is to be performed after work hours. Under
Perform Action, select If schedule group <your new group> is
Unoccupied.
* Available only if you have the Advanced Alarming package.

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Setting up an alarm source in the WebCTRL® interface
The application engineer usually sets up alarm sources in the EIKON® application. In the WebCTRL®
application, you can:
• Edit an existing alarm source’s settings or set up a new alarm source to generate alarms.
• Set up all alarms for a piece of equipment at once on the Alarm Sources tab of the equipment's
Properties page.
• Simulate an alarm to test its setup.

Two types of microblocks generate alarms in control programs.


• Alarm microblocks include logic that takes into account conditions such as space occupancy.
• I/O point microblocks can generate an alarm when the present value exceeds defined limits
(analog) or when the present value changes to an off-normal state (binary). This type of microblock
is typically set up for analog points to generate alarms for sensor failure.
Alarm microblocks and I/O microblocks can have similar names. So, when you are going to enable an
alarm source, first look for an alarm microblock on the Geographic or Network tree.

This type of microblock... Appears on the Geographic or Network tree as...

To set up, edit, or disable alarm sources


To set up, edit, or disable a single alarm source
1 On the Geographic or Network tree, select the alarm source (microblock).
2 Click Alarms, then select the Enable/Disable tab.
3 Make changes to the fields as needed. The fields can vary for different types of alarm sources. See
table below.
4 Click Accept.

TIP To set up all the alarms for a piece of equipment at once, click Properties, then select Alarm
Sources.

Field Notes
Potential alarm source Check to enable the alarm source to generate alarms. Uncheck to disable
the alarm source.

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Field Notes
Alarm Check to have the alarm source generate an alarm when the specified
conditions occur.
• For a binary input, enter the conditions for generating an alarm.
• For an analog input, type the low and high limits that, when exceeded,
will generate an alarm.

Deadband The amount inside the normal range by which an alarm


condition must return before a return-to-normal notification is generated.
EXAMPLE

NOTE If Status is checked, the alarm condition currently exists.


Return to Normal Check to have the alarm source generate a return-to-normal when the
alarm condition returns to a normal state.
Alarm requires Check to have the WebCTRL® application require that an operator
acknowledgment acknowledge the alarm.
Return requires Check to have the WebCTRL® application require that an operator
acknowledgment acknowledge the return-to-normal.
Classified as critical This property determines the color of the system-wide alarm button when
the alarm comes in.

= Critical = Non-critical
Event State The current state of the alarm source can be:
• Normal—value is normal
• Off normal—the value is not normal (binary only)
• Fault—the alarm source microblock may be misconfigured
• High Limit—the value exceeds the normal range (analog only)
• Low Limit—the value is below the normal range (analog only)
BACnet
Configuration:

Dial on alarm Check to have this alarm immediately delivered through a modem
connection.
NOTE When monitoring your system through a modem connection,
non-critical alarms are stored in the gateway until one of the following
happens:
• a critical alarm occurs
• the gateway is contacted by the WebCTRL® application
• the gateway buffer is full, at which time all alarms are sent to the
WebCTRL® application
Notification Class Do not change this field.

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To set up, edit, or disable multiple alarm sources simultaneously
1 On the Geographic or Network tree, select the area, equipment, or controller containing
the alarm sources.
2 Click Alarms, then select the Enable/Disable tab.
3 In step 1, select the categories that contain the alarm sources.
NOTE In step 1 and step 2, Ctrl+click, Shift+click, or both to select multiple items, or check Select
All.
4 In step 2, select the alarm sources.
5 Make appropriate changes in step 3.
6 Click Accept.
NOTE Click View Selected Sources to view or change settings for each alarm.

To simulate an alarm
To test the setup of an alarm source and its alarm actions (page 79), you can simulate an alarm or its
return-to-normal.
1 On the Geographic tree, select the alarm source ( , but not ) whose alarm you want to
simulate.
2 On the Alarms > Enable/Disable tab, check Enable next to Alarm or Return to Normal.
3 Click Simulate next to Alarm or Return to Normal.
4 Select the equipment on the tree, then select the View tab to see the alarm.

To view all instances of an alarm source


To find all instances of an alarm source at and below a selected area:
1 On the Geographic or Network tree, select an area.
2 Select the Message, Actions, Enable/Disable, or Category tab.
3 Select an alarm source from the list in step 2.
4 Click View Selected Sources.
Each path in the dialog box links to the alarm source microblock.
NOTE You may be able to change settings that relate to the tab you selected.

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Customizing alarms
Each alarm source has an alarm message, category, and template defined in the EIKON® application.
You can change messages and categories in the WebCTRL® application.

Alarm messages
An alarm message is the information that appears on the Alarms page View tab for an alarm. An alarm
message can consist of 3 parts.

You can edit Text only at the alarm source in the EIKON® application.
Prefix and Details are hierarchical. They apply at the location where they are added and to all its
children. For example, you could enter Details at the system level to show the acknowledge time for
alarms in the HVAC Critical category. The acknowledge time would then be in any HVAC critical alarm
message in the system.
NOTE An alarm action can have a different message from the alarm message seen on the View tab. To
edit the message for a particular alarm action, see Setting up alarm actions (page 79).

To edit the message for an alarm source


1 On the Geographic tree, select the alarm source (microblock).
2 Click Alarms, then select the Messages tab.
NOTE Sample Alarm Message and Sample Return Message show the messages as they are
currently defined.
3 Do the following as needed:
○ Edit the Text for Alarm or Return. You can add live data to the text by selecting field codes
(page 106) from the Append Field Code list.
○ Click the Edit button to edit Message Prefix or Message Details.
○ In the drop-down list to the right of Message formation, select Add new prefix to beginning of
message or Add new details to end of message, then click Add.
4 Click Accept.

To add a Prefix or Details for multiple alarm sources


1 On the Geographic or Network tree, select the area, equipment, or controller containing
the alarm sources.
2 Click Alarms, then select the Messages tab.
3 In step 1, select the categories that contain the alarm sources whose messages you want to edit.
NOTE In step 1 and step 2, Ctrl+click, Shift+click, or both to select multiple items, or check Select
All.

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4 In step 2, select the alarm sources.
5 In step 3, select Add new prefix to beginning of message or Add new details to end of message.
6 Click Add.
7 Type text and add field codes as needed.
8 Click Accept.

Alarm categories
Alarm categories sort related alarm sources and their alarms into groups such as HVAC Critical and
Access Control General. Alarm categories let you:
• View, acknowledge, or delete selected categories of alarms (page 74) received by the WebCTRL®
application
• Assign alarm actions (page 79) to selected categories of alarm sources
• Set up alarm sources (page 99) in selected categories
Each alarm source is assigned to an alarm category in the EIKON® application, but you can change the
category assignment in the WebCTRL® application.
The WebCTRL® application has a number of default alarm categories, but you can create custom
categories, if needed.

To assign alarm sources to a different category


1 On the Geographic or Network tree, select the area, equipment, or controller containing
the alarm sources.
2 Click Alarms, then select the Category tab.
3 In step 1, select the category that currently contains the alarm sources.
NOTE In step 1 and step 2, Ctrl+click, Shift+click, or both to select multiple items, or check Select
All.
4 In step 2, select the alarm sources whose category you want to change.
5 In step 3, select a category from the drop-down list, then click Change.
6 Click Accept.

To add a custom alarm category


PREREQUISITE Add the custom alarm category in the EIKON® application. See "To use custom alarm
and schedule categories" in EIKON® Help.
1 On the System Configuration tree, click to the left of Categories.
2 Click Alarm.
3 Click Add. See table below.
4 Click Accept.

Field Notes
Reference Must be unique in the database, be lowercase, and not contain any spaces. This
Name name must be identical to the name of the custom alarm category that you added in
the EIKON® application.

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Field Notes
Icon Type /_common/lvl5/graphics/event_categories/<file_name>.gif,
replacing <file_name> with the name of the icon file you want to use. The
event_categories folder contains all alarm icons used by WebCTRL® plus the
following icons that you can use for a custom category.
• boilerplant_*.png
• electricpower_*.png
• level_1_*.png
• level_2_*.png
• level_3_*.png
• level_4_*.png
• level_5_*.png
* represents closed, critical, general, or maintenance
NOTE You can create your own 24 x 24 pixel icon (.gif or .png) and store it in the
event_categories folder. However, your custom file will not be transferred during a
WebCTRL® upgrade, so you will need to copy the file to the new install directory after
the upgrade.

If you upgraded alarms from v2.0 or earlier


All v2.5 and later alarms use one template called Universal. This template lets you define your alarm
message text, the critical setting, and the required acknowledgments at the alarm source in the
EIKON® or WebCTRL® application.

Templates in upgraded systems


If you upgraded your system from v2.0 or earlier, the alarm sources retained their existing templates
and existing alarm settings. If the existing alarm sources contain little or no customization to the alarm
settings, Automated Logic® recommends that you change all of the alarms to use the Universal
template. If the alarm sources had customized alarm settings, continue using the existing templates.

To assign a different template to alarm sources


PREREQUISITE The Alarms Template tab must be visible. If it is not, on the System Configuration
tree, select Privilege Sets, then check Maintain Alarm Templates.
1 On the Geographic tree, select the piece of equipment containing the alarm sources to be
changed.
2 Click Alarms, then select the Template tab.
3 Follow the 3 steps on the screen.
NOTE Use Ctrl+click, Shift+click, or both to select multiple items.
4 Click Change.
5 Click Accept.

TIP To change all alarms in the system simultaneously, go to the system level and then select all
categories and all alarm sources on the Templates tab.

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To add an alarm template
1 On the System Configuration tree, select Alarm Templates.
2 Click Add.
3 Select Source-based (a v2.5 template) or Stand-alone (a pre-v2.5 template), then click OK.
4 Edit the template fields as needed. See table below.
5 Click Accept.

Field Template Type Notes


Reference Name All Must be unique in the database, be lowercase, and not
contain any spaces. This name must be identical to the
name of the template in the EIKON® application.
Display Name All The name that will appear in the WebCTRL® interface for
this template.
Alarm Message Source-based The message text displayed on the View tab or in the alarm
action when an Alarm requires acknowledgment.
Return Message Source-based The message text displayed on the View tab or in the alarm
action when a return-to-normal requires acknowledgment.
Fault Message Source-based The message text displayed on the View tab or in the alarm
action when a Fault requires acknowledgment.
Critical Stand-alone Select if this is a template you will use with a critical alarm.
Acknowledgement Stand-alone Select which alarm states require an acknowledgment.
Required
Out of Range Stand-alone Analog inputs and outputs that have low and high limit
alarm properties.

Click to the left of Out of Range to make changes to


the alarm messages displayed on the Alarms page > View
tab. Short text is the message displayed when the alarm is
not expanded. Long text is the message displayed when the
alarm is double-clicked and expanded.
Change of State Stand-alone Binary inputs and alarm microblocks.
See Out of Range above to change the alarm messages.
Copy Field Code to Stand-alone To add a field code to any of the message text fields:
Clipboard 1 Select a field code to copy it.
2 Click in the appropriate text field where you want the
field code.
3 Press Ctrl+V to paste the field code.

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Using field codes
Use field codes to insert live data into:
• The message on an alarm action
• Text displayed on the Alarms page > View tab
• Alarm information archived to a text file when an alarm is deleted
You can customize the setup of each of these items by appending field codes. For example, to have the
message in an alarm action include the device that generated the alarm, append the Device field code
to the action's message.

Formatting field codes


You can type a formatting command after a field code to format the field code in one of the following 3
ways:
• Format a number field code (Example: ##.##)
• Format a date/time field code (Example: MM/dd/yyyy hh:mm:ss)
• Left, right, or center align a field code and set the field width
A formatting command must have the following syntax:

Use the table below to determine the format_type and style for a formatting command.

Example
format_type style
To format a N The actual formatting, To always truncate a setpoint
number such as ##.##. The basic value to two digits to the right
format uses the pound of the decimal, the field code
sign (#) to represent a is:
number. For more $setpoint_value%N:##.##$
information, search the For example, 78.9935
Internet for "customizing becomes 78.99.
number formats with
java".
To format D The actual formatting, To show the date and time
date/time such as MM/dd/yyyy when an alarm is generated in
hh:mm:ss. For more a format like 03/15/2004
information, search the 10:50:43, the field code is:
Internet for "customizing $generation_time%D:MM/dd/
date time formats with yyyy hh:mm:ss$
java".
To set alignment L for left align Indicate the field width by To left align the name of the
and field width R for right align number of characters. device that generated the
C for center align alarm and set the field width
to 15 characters, the field
code is:
$device%L:15$

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Using multiple formatting commands
You can type multiple formatting commands for a field code. For example, you can format a number
and then set the alignment and field width. The syntax for multiple formatting commands is:
$fieldcode%format_type1:style%format_type2:style$
EXAMPLE To format the alarm date and time, center it and set the field at 20 characters, the field
code is:
$generation_time%D:MM/dd/yyyy hh:mm:ss%C:20$
NOTE You must enter the date/time or number formatting command before the alignment/field width
command.

Field codes

Field Code Field Code Description


Name
Acknowledge $acknowledge_operator$ The operator who acknowledged the alarm.
Operator EXAMPLE John Doe
Acknowledge $acknowledge_time$ The time when the operator acknowledged the
Time alarm.
EXAMPLE Nov 12, 2012 6:46:31 PM
Alarm Category $alarm_category$ The alarm category that the alarm is assigned to.
EXAMPLE HVAC Critical
Alarm Priority $alarm_priority$ The priority number associated with the alarm's
priority (Off-Normal, Fault, or Normal) on the
controller's Driver > Notification Class page.
Alarm Template $alarm_template$ The alarm template that the alarm is assigned to.
EXAMPLE Universal
Alarm Type $alarm_type$ The alarm type of the alarm source.
EXAMPLE CHANGE OF STATE
Alert Text $alerttext$ For a converted SuperVision® system if the option
Create a single alarm template... was selected
during upgrade. Retrieves alarm message text from
cmnet_alert_text.properties.
To use this field code:
1. Select the Alert Text field code.
2. After $alerttext, type one of the following:
:normalshort
:normallong
:alarmshort
:alarmlong
For example, $alerttext:alarmlong$
Character $c$ A single ASCII character. Often used for form feeds
and other printer escape sequences.
EXAMPLE $C:65$ displays A
Command Value $command_value$ The commanded value from the alarm source. Valid
only for alarm type COMMAND FAILURE.
EXAMPLE 3

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Field Code Field Code Description
Name
Control Program $equipment$ The display name of the equipment where the alarm
came from.
EXAMPLE Chiller
Controller $device$ The display name of the device where the alarm
came from.
EXAMPLE SE6104
Dead Band $deadband$ The deadband value from the alarm source. Valid
only for alarm type OUT-OF-RANGE.
EXAMPLE 5
Deletion $deletion_operator$ The operator who deleted the alarm.
Operator EXAMPLE John Doe
Deletion Time $deletion_time$ The time the alarm was deleted.
EXAMPLE Nov 12, 2012 6:46:31 PM
Error Limit $error_limit$ The error limit, from the alarm source. Valid only for
alarm type FLOATING LIMIT.
EXAMPLE 90
Event Values $event_values$ Returns a string of alarm values associated with the
alarm.
Exceeded Limit $exceeded_limit$ The exceeded limit value from the alarm source.
Valid only for alarm type OUT-OF-RANGE.
EXAMPLE 90
Exceeding Value $exceeding_value$ The exceeding value from the alarm source. Valid
only for alarm type OUT-OF-RANGE.
EXAMPLE 91
Fault $fault$ The status of the fault condition from the alarm
source.
EXAMPLE True or false
Field Message $field_message$ Text generated in the alarm by the controller.
Feedback Value $feedback_value$ The feedback value from the alarm source. Valid
only for alarm type COMMAND FAILURE.
EXAMPLE 10
From State $from_state$ The previous state of the alarm source.
EXAMPLES NORMAL, FAULT, OFF NORMAL, HIGH
LIMIT, LOW LIMIT
Generation $generation_operator$ The operator who forced the alarm to return to
Operator normal.
EXAMPLE John Doe
Generation Time $generation_time$ The time in the controller when the alarm was
generated.
EXAMPLE Nov 12, 2012 6:35:18 PM
In Alarm $in_alarm$ The in alarm status from the alarm source.
EXAMPLE True or false
Incident Closed $incident_closed_time$ The time the alarm's entire incident group closed.
Time EXAMPLE Nov 12, 2012 6:46:31 PM

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Field Code Field Code Description
Name
Latched Data $latched_data_analog:x$ "x" ranges from 1 to 10.
Value (Analog) Returns a numerical value.
Use for legacy systems.
Latched Data $latched_data_digital:x$ "x" ranges from 1 to 10.
Value (Digital) Returns On or Off.
Use for legacy systems.
Location Path $location_path$ Displays the path display names from root to
source.
EXAMPLE Building B / Basement / VAV AHU B /
SSP_STOP
The number of levels in the path is based on the
System Settings field Levels displayed in paths. To
override this setting, enter the field code as
$location_path:#$, substituting # with the number
of path levels you want to show. For example,
$location_path:5$ will show 5 levels.
Long Message $long_message$ The formatted alarm long text displayed by
double-clicking the alarm on the Alarms page.
Message Details $message_details$ The message details displayed on the Alarms page
View tab.
Message Prefix $message_prefix$ The message prefix displayed on the Alarms page
View tab.
Message Text $message_text$ The message text displayed on the Alarms page
View tab.
New State $new_state$ The status of new state from the alarm source. Valid
only for alarm type CHANGE OF STATE.
EXAMPLE Alarm, Fault
New Value $new_value$ The new value from the alarm source. Valid only for
alarm type CHANGE OF VALUE.
EXAMPLE 70
Notification $notification_class$ The notification class assigned denotes how the
Class received alarm was generated. For example, if set to
1, the alarm would typically be sent to WebCTRL by
Automated Logic® controllers.
Object ID $object_ID$ Object ID of the alarm source.
EXAMPLE 5:26
Out of Service $out_of_service$ The status of 'out of service' from the alarm source.
EXAMPLE True or false
Overridden $overridden$ The status of 'overridden' from the alarm source.
EXAMPLE True or false

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Field Code Field Code Description
Name
Program ID $program_id$ The address of the control program that generated
the alarm.
BACnet program address format:
device ID, program number
EXAMPLE 2423101,1
SuperVision program address format:
site, gateway, controller, fb
EXAMPLE 1, 2, 13, 5
Receive Time $receive_time$ The time at the workstation when the alarm was
received.
EXAMPLE Nov 12, 2012 6:46:31 PM
Recipient Device $device_id$ The device ID of the device where the alarm came
ID from.
EXAMPLE 8:2423101
Record Type $record_type$ The type of alarm.
EXAMPLE BACnet, Supervision®, System
Reference Path $reference_path$ Path to alarm source. Available in all alarm actions.
EXAMPLE #e_b_vav_ahu_b/ssp_stop
Reference Value $reference_value$ The 'reference value' from the alarm source. Valid
only for alarm type FLOATING LIMIT.
EXAMPLE 83
Referenced $referenced_bitstring$ The value of the 'referenced bitstring' value from the
Bitstring alarm source. Valid only for alarm type CHANGE OF
BITSTRING.
EXAMPLE 1011011101101
RTN Time $RTN_time$ The time when the alarm returned to normal.
EXAMPLE Nov 12, 2012 6:46:31 PM
Setpoint Value $setpoint_value$ The 'setpoint value' from the alarm source. Valid
only for alarm type FLOATING LIMIT.
EXAMPLE 72
Short Message $short_message$ The formatted alarm short text.
Site $site$ The display name of the site the alarm came from.
EXAMPLE Kennesaw
Source $source$ The display name of the alarm source microblock
that generated the alarm.
EXAMPLE SAT_HI
Source $source:description$ The Description field of the alarm source microblock
description that generated the alarm.
EXAMPLE High Cooling Supply Air Temp

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Field Code Field Code Description
Name
Source Path $source:<path>$ Substitute <path> with the path to the value you
want to display. See Defining WebCTRL® paths.
Example to add text value:
$source:~equipment.display-name$
Example to add a numeric value:
$source:/trees/geographic/rd_facility/
zone_1/lstat/present_value$
NOTES
• You can use Global Modify (page 41) to get the
path.
• For legacy systems, use the latched data field
codes.
System Directory $system_dir$ The system folder name.
EXAMPLE c:\WebCTRLx.x\webroot\
world_corporation
To State $to_state$ The current state of the alarm source.
EXAMPLES NORMAL, FAULT, OFF NORMAL, HIGH
LIMIT, LOW LIMIT

Time-lapse
You can replay up to 24 hours of Graphics, Alarms, or Trends pages starting on a specified date and
time. Time-lapse can be a helpful troubleshooting tool.
The Graphics page can replay only trended values. Values that are not trended are grayed out.
Floorplan areas without trend data are dark grey.
NOTE If a graphic is linked to a microblock value without an embedded trend but a Digital Trend or
Analog Trend microblock is attached to the linked microblock by a wire, Time-lapse will use the wire
trend's value.
For Time-lapse to show thermographic colors, the WebCTRL® application polls each router in the
system at specified intervals and collects color. Color is collected for the router and its downstream
controllers only if their control program contains a Setpoint, Set Color, or Set Color If True microblock.
The Server then uses the collected colors to create a trend called Color Trend.

To play Time-lapse
1 Select the location on the tree where you want to see the time-lapse.

2 Click at the top of the page.


3 In the Replay field, select the length of time that you want to replay. The replay will step through the
data at the interval shown.

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4 In the Start field, select the date and time that you want the replay to begin. You can click:

○ The buttons to change the day or time.

○ The to select the date.


○ A date/time field, and then type the new number.
5 Click Accept. The time-lapse immediately begins to play.
6 Use the following items to work with the time-lapse.

TIP You can enable historical trending for trended values to have more trend data available in
Time-lapse and to have the data retrieved faster.
NOTES
• While in time-lapse, you can navigate to other locations in the tree.
• You can select an alarm on the Alarms page and then click the Activate Time-lapse button. This
changes the time-lapse to the 1-hour period in which the alarm occurred. You can step backward or
forward through the time-lapse at 1-minute intervals to see what other alarms occurred during that
hour. You can also go to Graphics or Trends to see what else happened when the alarm occurred.
• The white horizontal line on a Trends time-lapse indicates where the replay currently is in the
time-lapse range.

To change polling interval or duration or to turn off color collection


1 On the System Configuration tree, select System Settings.
2 On the General tab under Trends, do one of the following:
○ In the Poll Interval field, change the frequency that the server collects color trend data from
the routers.
NOTE Last Poll Duration shows how long the last polling of the routers took.
○ If directed by Automated Logic® Technical Support, uncheck Enable Server Trending of Color
to stop color collection.
3 Click Accept.

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Reports
Use WebCTRL® reports to monitor and troubleshoot your system. In the WebCTRL® interface, you can:
• View preconfigured reports
• Create custom reports
See the table below for a list of all reports.

The Reports button drop-list varies depending on


whether you selected the Geographic or
Network tree and if you have created any
custom reports at or above the selected location.
A report shows data for the selected item and all
of its children.
NOTE You can display icons and hover text on
the Geographic tree that show where
custom reports have been created. See Tree
icons and hover text (page 24).

This preconfigured allows you to...


report...

Schedules
Schedule Instances Find every schedule with its location that is entered at and below a
selected tree item. This report can help you discover newly added and
conflicting schedules.
Effective Schedules View all equipment that may be scheduled and the net result of all
schedules in effect for a selected date and time.

Commissioning
Test & Balance View the results of VAV box commissioning. Running this report
automatically uploads calibration parameters to the WebCTRL®
application.
Equipment Checkout View the information on the Equipment Checkout tab of the equipment's
Properties page during commissioning. Also, find equipment that has
not been fully commissioned.

Alarms
Alarms View, sort, and filter the information on the Alarms View (page 74) tab.
Alarm Sources Create a summary of potential alarm sources as configured on the
Alarms > Enable/Disable (page 99) tab.
Alarm Prefixes & Details Create a summary of the information configured on the Alarms >
Messages (page 102) tab.
Alarm Actions Create a summary of the information configured on the Alarms > Actions
(page 79) tab.

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This preconfigured allows you to...
report...

Equipment
Point List View the details of all points. Verify that all points have been checked
out during commissioning. Also, create custom lists for other
contractors. For example, create a list of BACnet IDs.
Locked Values Find all locked points and locked values.
NOTE Locks in the Airflow microblock are not reported.
Network IO Verify the programming and status of all network points—especially
useful for commissioning controllers used for third-party integration.
Trend Usage Creates a summary of the information configured on the Trends >
Enable/Disable (page 66) tab.
Parameter Mismatch Discover where your system has parameter mismatches that need to be
resolved.

Security NOTE You must have the Advanced Security package to run these
reports.
Location Audit Log View chronological lists of location-based changes, the operators that
made them, and the reasons for the changes. This report includes
changes such as property edits, downloads, driver changes, and view
changes.
System Audit Log View chronological lists of system-wide changes, the operators that
made them, and the reasons for the changes. This report includes
changes such as any change made on the System Configuration
tree, login/logout, and scheduled processes like deleting expired trends

Network
Equipment Status Display the thermographic color, status, and prime variable of each
control program.
Controller Status Discover network communication problems (shown as purple squares on
the report) that need troubleshooting. The report also shows boot and
driver version, download information, and if controller has 4.x or later
driver, the report shows the serial number and Local Access port status.

This custom report... allows you to...


Equipment Summary View the following information for equipment at or below the location
where the report was created:
• Color
• Active alarm
• Locked values
• Current value of selected points
• Combined schedule
See To create an Equipment Summary report (page 116).

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This custom report... allows you to...
Equipment Values Compare point information. See To create an Equipment Values report
(page 117).
NOTE This report is available only if your system has the optional
Advanced Reporting package.
Trend Samples View trend values for a particular time frame. See To create an Trend
Samples report (page 119).
NOTE This report is available only if your system has the optional
Advanced Reporting package.

NOTE The Send E-mail alarm action (page 89) can run any WebCTRL® report and attach it to the
email. The Write to File alarm action (page 97) can run any WebCTRL® report and save it as a file. For
both alarm actions, the report can be a PDF, HTML, XLS, or CSV file.

To run a report
1 Select an item on the Geographic or Network tree.
2 Click the Reports button drop-down arrow, then select a report.
3 On the Options tab, define the layout and content of the report.
NOTES
○ Changing the size and orientation of the printed page also changes the report layout on the
View tab.
○ To create a CSV (Comma Separated Values) file after you run the report, select Support CSV
text format. See To create a PDF, XLS, or CSV file (page 115).
○ The current operator's report options are saved so that when that operator logs in again, the
same options are used.
4 Click Run.
5 Click PDF if you want to print the report.

To create a PDF, XLS, or CSV file


PREREQUISITE FOR CSV You must enable Support CSV text format on the Reports > Options tab
before you run the report.
1 Run a report.
2 Click PDF, XLS, or CSV.
NOTE To create a CSV file when using Safari, see instructions below.
3 For XLS or CSV, click Open to view the file or Save to save it.

To create a CSV file when using Safari


1 Run a report.
2 Click CSV. A pop-up displays the results.
3 Select File > Save As.
4 In the Format field, select Page Source.

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5 Add the .csv extension to the file name.
6 Select the save location in the Where field.
7 Click Save.
8 Close the popup.

NOTE If you need a digitally signed PDF to comply with 21 CFR Part 11, open the PDF in a program that
supports digital signing such as the Adobe® Acrobat® application, then sign the PDF. The WebCTRL®
application does not support digital signing because 21 CFR Part 11 requires that the signature be
added manually, not through an automated process.

To create an Equipment Summary report


An Equipment Summary report can provide the following information for equipment at or below the
location where the report is created.
• Color
• Active alarm
• Locked values
• Current value of selected points
• Effective schedule

To create an Equipment Summary report:


1 On the Geographic or Network tree, select the location where you want to view the
report.
2 Click the Reports button drop-down arrow, then select New Report.
3 Select Equipment Summary.
4 Optional: Select a Category.
NOTE The Category field is visible only if you have defined report categories. See To organize
custom reports (page 121).
5 Type a name for the report.
6 Click Create.
7 Define the Title, Page Size and orientation, and the Maximum number of rows.
8 Check or uncheck the Optional Sections checkboxes as needed.
9 Optional: Check Include only specific control programs at or below this location, then type the
names of the control programs.
10 Select Available Points that you want to include in the report. Use Ctrl+click, Shift+click, or both to
select multiple items.
11 Click Add.
12 Click Accept.
13 Click Run.
NOTE To run this report later, go to the location where the report was created. Click the Reports button
drop-down arrow, select the report, then click Run.

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To create an Equipment Values report

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Reporting.

An Equipment Values report allows you to compare point information.


To create an Equipment Values report:
1 On the Geographic or Network tree, select the location where you want to view the
report.
2 Click the Reports button drop-down arrow, then select New Report.
3 Select Equipment Values.
4 Optional: Select a Category.
NOTE The Category drop-down list is only visible if you have defined report categories. See To
organize custom reports (page 121).
5 Type a name for the report.
6 Click Create.
7 Do one of the following:
○ Select Include only specific control programs at or below this location, then type the control
program names.
○ On the selection tree, select the pieces of equipment you want to view in the report. (Use
Ctrl+click, Shift+click, or both to select multiple items.) Then click Add.
8 Optional: Check Highlight alternate rows to make the report easier to analyze.

9 Click Next or next to Columns.


10 Verify or change the report Title, Page units of measure for defining column widths, and Outer
border characteristics.
11 Select a column in the report preview.
NOTE The selected column is light blue.
12 Under Column Header, define how you want the column header to look.
13 Under Column Data, define the data you want in the column and how you want it to look. See table
below.
NOTE Select General from the Format drop-down list unless you want to define the number of
places to the right of the decimal point for the displayed value.
14 Optional: Use the Add, Delete, and arrow buttons below the report preview to manipulate the
columns.

15 Optional: Click next to Page to change the page size and orientation.
NOTE Changing the size and orientation of the printed page also changes the report layout on the
View tab.
16 Click Accept.
17 Click Run.
NOTE To run this report later, go to the location where the report was created. Click the Reports button
drop-down arrow, select the report, then click Run.

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Type of Column Data
Point Displays point data in the column.
Display Select the property to show in this column.
Data is named Select this checkbox if similar points have different names
differently in some in different control programs. Then add each of the names
control programs to the Name to use list.
For example, if a point is named Zone Temp in one control
program and Zone Temperature in different control
program, add both names to the list.
Point to use Select the name of the point to show in the column.
Trend Sample Display Select First, Minimum, Maximum, or Last recorded trend
value.
Data is named Select this checkbox if similar points have different names
differently in some in different control programs. Then add each of the names
control programs to the Name to use list.
For example, if a point is named Zone Temp in one control
program and Zone Temperature in different control
program, add both names to the list.
Trend to use Select the name of the point to show in the column.
Set Click to have all columns in the report use the same time
range.
Time Range Select the time range to run the report for.
Trend Display Select the type of calculation to show in the column,
Calculation Average or Total.
Data is named Select this checkbox if similar points have different names
differently in some in different control programs. Then add each of the names
control programs to the Name to use list.
For example, if a point is named Zone Temp in one control
program and Zone Temperature in different control
program, add both names to the list.
Trend to use Select the name of the point to show in the column.
Set Click to have all columns in the report use the same time
range.
Time Range Select the time range to run the report for.
Control Program Display Select Color, Display Name, Display Path, Notes, Prime
Variable, or Reference Name to show in the column.
Expression Data is named Select this checkbox if similar points have different names
differently in some in different control programs. Then add each of the names
control programs to the Name to use list.
For example, if a point is named Zone Temp in one control
program and Zone Temperature in different control
program, add both names to the list.

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Type of Column Data
Expression Type the path relative to the current control program. The
path must return a string value. See Defining WebCTRL®
paths for more information on paths.
To display the Notes on an equipment's Properties page,
type .notations in this field.

To create a Trend Samples report

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Reporting.

A Trend Samples report provides trend values for a particular time frame.
To create a Trend Samples report:
1 On the Geographic or Network tree, select the location where you want to view the
report.
2 Select the Reports button drop-down arrow, then select New Report.
3 Select Trend Samples.
4 Optional: Select a Category.
NOTE The Category drop-down list is only visible if you have defined report categories. See To
organize custom reports (page 121).
5 Type a name for the report.
6 Click Create.
7 Select a Time Range from the drop-down list, then refine that option by selecting an option from
the drop-down list(s) to the right.
8 Define the trend data.
NOTES
○ Calculate values for missing samples calculates a value based on the 2 closest values to the
time interval.
○ Find the closest sample displays the value closest to the time interval selected.
9 Optional: Check Highlight alternate rows to make the report easier to analyze.

10 Click Next or next to Columns.


11 Verify or change the report Title, Page units of measure for defining column widths, and Outer
border characteristics.
12 Select a column in the report preview.
NOTE The selected column is light purple.
13 Under Column Header, define how you want the column header to look.
14 Under Column Data, select the source of the trend data and how you want the data to look.
NOTE Select General from the Format drop-down list unless you want to define the number of
places to the right of the decimal point for the displayed value.
15 Optional: Use the Add, Delete, and arrow buttons below the report preview to manipulate the
columns.

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16 Optional: Click next to Page to change the page size and orientation.
NOTE Changing the size and orientation of the printed page also changes the report layout on the
View tab.
17 Click Accept.
18 Click Run.
NOTE To run this report later, go to the location where the report was created. Click the Reports button
drop-down arrow, select the report, then click Run.

To save a custom report's design for use in another location or system


You can save the design of an Equipment Values report or a Trend Samples report for reuse in another
location or in another system. Or, you can create a library of different report designs to pull from as
needed.

To save a report's design


1 Create the Equipment Values (page 117) or Trend Samples (page 119) report.
2 On the Reports > Design tab, click the Save Report Design button. The design is saved to
WebCTRLx.x/webroot/<system>/Reports/<report name>.reportdesign.
NOTE The .reportdesign file includes the report name. If you save multiple report designs in your
system, each of those reports must have a unique name.

To use the report design at a different location in the system


1 Select the location in the Geographic tree.
2 Select Reports > New Report.
3 In step 1, select Report design, then select the report name in the drop-down list.
4 In step 2, type a report Name.
5 In step 3, click Create.

To copy individual report design file(s) to another system


1 In Windows Explorer, go to the WebCTRLx.x/webroot/<system>/Reports/ folder.
2 Copy the *.reportdesign files that you want.
3 In the new system, paste the copied files in the WebCTRLx.x/webroot/<system>/Reports/ folder.
4 Follow the steps above in "To use the report design at a different location in the system".

To create a .zip file to import into another system


NOTE The import process will not import a file if it has the same name as a file in the other system.
Make sure your file names are unique.
1 Do one of the following:
○ Create a .zip file that contains the *.reportdesign files that you want. These files may be in the
WebCTRLx.x/webroot/<system>/Reports/ folder, or in a library that you created.
○ On the System Settings > General tab, under Source Files, click Export.
NOTE Export creates a .zip file that contains all of the system's source files (control programs,
drivers, view files, touchscreen or BACview files, report design files).
2 In the new system, go to the System Settings > General tab.
3 Under Source Files, click Import.
4 Browse to the .zip file.

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5 Click Continue.
6 Click Close. WebCTRL® will put the imported files in the correct folder.

To edit or delete a custom report


1 Select the item on the Geographic or Network tree where the report was created.
2 Click the Reports button drop-down arrow, then select the report you want to edit or delete.
3 Do one of the following:
○ Edit the report, then click Accept.
○ Click the Delete Report button, then click OK.

To organize custom reports


You can organize your custom reports by creating report categories that appear in the Reports button
drop-down list.

To add a report category


1 On the System Configuration tree, click to the left of the Categories folder, then click
Report.
2 Click Add.
3 Type the Category Name and Reference Name.
4 Select a privilege so that only operators with that privilege can access reports in the category.
5 Click Accept.

NOTES
• To edit a category, select the category, make your changes, then click Accept.
• To delete a category, select the category, click Delete, then click Accept.

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Operator access
Privileges control which parts of the WebCTRL® system an operator can access. Privileges also control
what an operator can do and what he can change.
To set up operator access to your system:
1 Log in to the WebCTRL® application as the administrator operator. See Operators and operator
groups (page 126).
2 Define privilege sets by job function. See Privilege sets (page 122).
3 Enter each operator in the system by assigning him privilege sets and entering settings that apply
only to him. If you need to assign the same privilege set to multiple operators, you can create an
operator group and assign the privilege set to the group. See Operators and operator groups (page
126).
An operator can change many of his operator settings on the My Settings page (page 128).
To access the WebCTRL® interface, an operator must enter his user name and password. You can
change the rules for passwords in the advanced password policy (page 129).

Restricting operator access


To restrict access to your system, you can:
• Restrict an operator's privileges
• Use location-dependent operator access (page 131) (available with the optional Advanced Security
package)
• Change a microblock's Editing Privilege from Preset to a specific privilege. The microblock's
properties will be editable only by an operator that has that privilege.

CAUTION Each microblock property has a default Editing Privilege (represented by the Preset
option) that is appropriate for that property. Changing Preset to a specific privilege changes every
property in the microblock to the same privilege which may produce undesirable results.

Privilege sets
A privilege set is a group of one or more privileges (page 123). The Administrator creates privilege sets
and assigns them to operators and operator groups.

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Privileges

This privilege... allows an operator to...


System Administration Privilege • Add, edit, and delete operators, operator groups, and privilege
sets.
• Update the WebCTRL® system with service packs and
patches.
• Register the WebCTRL® software. See To register your
WebCTRL® software (page 168).
• Enable and set up advanced security features such as
location-dependent operator access (page 131).
• Add and remove WebCTRL® add-ons such as EnergyReports.

This Access privilege... allows an operator to access (but not edit)...


Access Geographic Locations pages from the Geographic tree.
Access Network Items pages from the Network tree.
Access Groups
pages from the Schedule Groups tree.
Access Config Items
pages from the System Configuration tree.
Access Alarms alarms.
Access Logic Pages Logic pages.
Access User Category 1-5 anything in a category that has the same privilege assigned to it.
See "To create a custom privilege" below.

This Parameter privilege... allows an operator to edit properties such as...


Edit Setpoint Parameters occupied and unoccupied heating and cooling setpoints.
Edit Setpoint Tuning Parameters demand level setpoint offsets, thermographic color band offsets,
heating and cooling capacities and design temperatures, color
hysteresis, and learning adaptive optimal start capacity
adjustment values.
Edit Tuning and Logic gains, limits, trip points, hysteresis, color bandwidths, design
Parameters temperatures, and optimal start/stop.
Edit Manual Override Parameters locks on input, output, and network points.
Edit Point Setup Parameters point number, type, range, and network source and destination.
Edit Restricted Parameters properties the installer restricted with this privilege.
Edit Category Assignments Alarm, Graphic, Trend, and Report category assignments.
Edit History Value Reset elapsed active time and history resets, and runtime hours.
Edit Trend Parameters enable trend logging, log intervals, and log start/stop times.
Edit Calibration Parameters point calibration offsets.

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This Parameter privilege... allows an operator to edit properties such as...
Edit Hardware Controller driver properties.
Parameters
Edit Critical Configuration critical properties the installer protected with this privilege.
Edit Area Name area display names.
Edit Control Program Name control program display names.
Edit Alarm Configuration enabling/disabling alarms and editing alarm messages, actions,
categories, and templates.
InterOp Privilege 1 - 10 those protected by password levels 1-10 in SuperVision.

This Functional privilege... allows an operator to...


Manage Alarm Messages add, edit, and delete alarm messages and actions.
and Actions
Maintain System Parameters edit all properties on the System Settings page.
Maintain Schedules add, edit, delete, and download schedules.
Maintain Schedule Group add, edit, and delete schedule groups.
Members
Maintain Categories add, edit, and delete categories.
Maintain Alarm Templates edit Alarm Template and Reporting Action Templates.
Acknowledge Non-Critical Alarms acknowledge all non-critical alarms.
Acknowledge Critical Alarms acknowledge all critical alarms.
Force Normal Non-Critical Alarms force non-critical alarms to return to normal.
Force Normal Critical Alarms force critical alarms to return to normal.
Delete Non-Critical Alarms delete non-critical alarms.
Delete Critical Alarms delete critical alarms.
Execute Audit Log Report run the Location Audit Log and System Audit Log reports.
Download Controllers mark equipment for download and initiate a download.
System Shutdown issue the Shutdown manual command that shuts down the
WebCTRL® Server application.
Engineer System • log in and make database changes in SiteBuilder.
• use the copy, notify, reload, and revert manual commands.
• access the Configure and Set up Tree right-click menus in the
WebCTRL® interface.
• Add text in the Notes field on an equipment's Properties page.
Access Commissioning Tools access:
• Equipment Checkout
• Airflow Configuration
• Trend, Report, and Graphic categories that require this
privilege
• Discovery tool

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This Functional privilege... allows an operator to...
Maintain Graphs and Reports add, edit, and delete trend graphs and reports. Also required for
Time-lapse.
Maintain Connections edit Connections page properties.
Remote File Management access files using a WebDAV utility.
Remote Data Access-SOAP retrieve WebCTRL® data through an Enterprise Data Exchange
(SOAP) application.
Do not audit changes made not have his SOAP (web services) changes recorded in the Audit
using SOAP (Web services) Log.
Manual Commands/Console access the manual command dialog box and issue basic manual
Operations commands.
Manual Commands/File IO execute manual commands that access the server's file system.
Manual Commands/Adv Network execute manual commands that directly access network
communications.
Manual Commands/Unrestricted execute manual commands that bypass all safeguards and may
cause unpredictable results if used incorrectly.
Change My Settings edit his preferences on the My Settings page.

To create a custom privilege


You can assign a privilege to a Graphic, Property, Trend, or Report category so that only operators with
that privilege can access the category. You assign a category privilege on the page where you create or
edit categories.
If all the other privileges are too widely used to accomplish the results you want, you can assign one of
the five Access User Category privileges to the operator(s) and category.
For example, your system has 2 graphics categories, HVAC and Lighting/Security. You want HVAC
technicians to see only the HVAC graphics and security personnel to see only the Lighting/Security
graphics. To do this:

Assign... To... Results


Access User HVAC graphics category The security personnel cannot see the HVAC
Category 1 and graphics because they do not have Access User
HVAC technicians only Category 1.
Access User Lighting/Security Graphics The HVAC technicians cannot see the
Category 2 category Lighting/Security graphics because they do not
and have Access User Category 2.
Security personnel only

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To add or edit a privilege set
1 On the System Configuration tree, select Privilege Sets.
2 Click Add to create a new privilege set, or select a privilege set to edit.
3 Type the Name and Reference Name for the privilege set.
4 Check each privilege (page 123) that you want to include in the privilege set.
5 Click Accept.

CAUTION Include all required access privileges in a privilege set. For example, if you add
Acknowledge Non-Critical Alarms to a privilege set, also add Access Alarms to that privilege set.

TIP (Location-independent security only) To create a privilege set that is similar to an existing set,
select the existing set, then click Add. The privileges that are initially selected are identical to those of
the existing set.

To delete a privilege set


1 On the System Configuration tree, select Privilege Sets.
2 Select the privilege set to be deleted.
3 Click Delete.
4 Click OK.
5 Click Accept.

Operators and operator groups


When you create a new system in SiteBuilder, you assign a login name and password to the
administrator operator. This administrator operator sets up each operator in the WebCTRL® interface
by entering the necessary settings and assigning one or more privilege sets (page 122) to the operator.
Operator groups give you the ability to assign privilege sets to a group of operators instead of the
individual operators. Operator groups are useful if you have multiple operators who need the same
privilege set or you have positions with high turnover rates. You can assign an operator to a group when
you enter the operator or when you create the operator group.
NOTE When using hierarchical servers, you must create identical operators on each server in order to
navigate across servers.

CAUTION Passwords can be forgotten. To ensure access to the WebCTRL® administrative


functions, assign the Admin privilege set to at least 2 operators.

To add or edit an operator


1 On the System Configuration tree, select Operators.
2 Click Add to enter a new operator, or select an operator to edit his settings.
3 Enter information on this page as needed. See table below.
4 Click Accept.

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Field Notes
Login Name The name the operator must type to log in to the system. This name must be
unique within the system.
Change password Enable this field, then type the current and new passwords.
NOTE An operator can change his password on the My Settings page (page
128).
Force User to Forces the operator to change his password immediately after his next login.
Change Password at NOTE Use this field with the Change Password field to create a temporary
login? password that the operator must change after his next login.
Exempt From If Use advanced password policy is enabled on the System Settings >
Password Policy Security tab (page 161), select this option if you do not want the policy to
apply to this operator.
Logoff options If Log off operators after __ of inactivity is enabled on the System Settings >
Security tab (page 161), select one of the 3 logoff options.
Personal Information You can enter contact information for this operator.
NOTE An operator can enter contact information on the My Settings page
(page 128).
Starting Location The WebCTRL® location and page that will be displayed after the operator
and logs in.
Starting Page
System-wide Select the privilege set(s) that you want to assign to the operator. The
Privilege Sets Effective System-wide Privileges list show which privileges the operator will
have.
NOTES
• Click Show current privileges only to see only the selected privilege sets
and privileges.
• A grayed out privilege set with a group name beside it indicates the
operator is inheriting that privilege set from the group.

TIP To test the settings and privileges that you gave to an operator, you can open a second
browser session on your computer and log in as the operator. For instructions on opening a second
session in the browser you are using, see Setting up and using a web browser to view the WebCTRL®
interface (page 149).

To delete an operator
1 On the System Configuration tree, select Operators.
2 Select the operator.
3 Click Delete.
4 Click Accept.

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To add or edit an operator group
1 On the System Configuration tree, select Operator Groups.
2 Click Add to create a new operator group, or select an operator group to edit it.
3 Type the Display Name and Reference Name for the operator group.
4 Under Members, select the operators and/or groups that you want to add to the new group.
5 Under Privilege Sets, select the privilege sets (page 122) that you want to assign to the new group.
NOTE To see what privileges are included in a privilege set, go to the Privilege Sets page and then
select the privilege set in the table.
6 Click Accept.

TIP Every operator is automatically a member of a permanent default group called Everybody. You
can assign privilege sets to this group.

To delete an operator group


1 On the System Configuration tree, select Operator Groups.
2 Select the operator group.
3 Click Delete.
4 Click Accept.

CAUTION When you delete an operator group, its individual members lose the privilege sets that
were assigned to the group.

To change My Settings
On the My Settings page, you can change settings, such as your:
• Password
• Viewing preferences
• Contact information

NOTE The System Administrator can also change these settings on the Operators page.

To change your settings:


1 On the System Configuration tree, select My Settings.
2 Make changes on the Settings or Contact Info tab. See table below.
3 Click Accept.

Field Notes
Change password Enable this field, then type your current and new passwords.
Starting Location and The WebCTRL® location and page that will be displayed after you log in.
Starting Page

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Language The language and formatting conventions you want to see in the
WebCTRL® interface.
NOTES
• If you will be using a language other than English, see Setting up
your system for non-English languages (page 182) for additional
requirements.
• If support for your selected language is removed in SiteBuilder, the
WebCTRL® application will automatically assign the System
language to you.
Automatically collapse Expands only one tree branch at a time.
trees
Automatically download Select to automatically download all new schedules that you create and
schedules on each schedules that you change.
change
Play sound at browser Check Non-critical alarms or Critical alarms if you want the system to
when server receives audibly notify you when that type of alarm is received.
You can specify a different sound file.
• Internet Explorer®, Firefox®, and Safari® support .wav, .mp3, or .au
files.
• GoogleTM ChromeTM supports .wav or .mp3 files.
1 Put your file in the webroot\_common\lvl5\sounds folder.
2 In the Sound File field, replace normal_alarm.wav or
critical_alarm.wav with the name of your sound file.
NOTE You can put your sound file anywhere under the WebCTRLx.x
folder, but you must change the path in the Sound File field.

Advanced password policy


This feature lets you define the requirements for operator passwords.
1 On the System Configuration tree, select System Settings.
2 On the Security tab under Operators, enter information in the fields described below.
NOTE See System Settings (page 159) for information on all the other fields.

Field Notes
Use advanced password policy Enable this field to define rules for passwords.
An operator’s login name and password must be different when
this policy is enabled.
After you change the password policy, any operator whose
password doesn't meet the new requirements will not be locked
out of the system, but will be prompted to create a new password.

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Field Notes
Passwords must contain You can specify how many characters and which of the following
types of characters a password must contain:
• Numbers
• Special characters—any keyboard character that is not a
number or letter.
• Letters—uppercase, lowercase, or both.
Cannot be changed more than Enter a number to limit how often users can change their
once every __ days. passwords. When set to 0, users can change them as often as
they want.
May not be reused until __ Enter a number between 1 and 20. Enter 0 to reuse passwords
different passwords are used. without a delay.
Expire after __ days Enable to set the number of days an operator can use his
password before the system requires him to change it. Enter a
number between 1 and 999.
Force expiration Click this button to force every user's password to expire. Each
user will be prompted to change their password when they next
attempt to log in to the WebCTRL® interface.

NOTE The Advanced password policy settings do not synchronize across hierarchical servers. You
should set up each system with the same advanced password settings to avoid problems when
navigating between the systems.

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Advanced security

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Security.

Location-dependent operator access

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Security.

With the Advanced Security package, you can set up operator access to your system to be
location-dependent. This type of operator access lets you assign privileges to an operator only at
locations in the system where he needs them. For example, you could assign an operator mechanic
privileges in one building in a system, view-only privileges in another building, and no privileges in a
third building.
New and converted WebCTRL® systems default to location-independent operator access in which an
operator’s privileges apply throughout the system. You should understand this type of operator access
before switching to location-dependent. See Operator access (page 122) for more information on
location-independent operator access.
NOTE When using hierarchical servers, the security policy and privilege sets are local to each server, so
you can have location independent security on one server but not on another.

To switch to location-dependent access

CAUTIONS
• Create a backup of your system before you begin. Switching to location-dependent operator access
changes the configuration of operators and privilege sets. If you need to revert to
location-independent operator access, your previous configuration cannot be automatically
restored.
• If you change the policy after you create and assign privilege sets to operators, you may need to
reconfigure your operators’ privileges.

To switch to location-dependent operator access:


1 On the System Configuration tree, select System Settings.
2 On the Security tab under Security Policy, click Change Policy.
3 Follow the on-screen instructions.

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Privileges and privilege sets
When using location-dependent operator access, privileges are either system-wide or local.
System-wide privileges allow an operator to perform functions throughout the entire system, such as
accessing the Configuration tree or performing a system shutdown.
Local privileges allow an operator to perform functions in a specific area of the system, such as editing
setpoints or viewing alarms. Assigning any local privilege to an operator also allows him to change his
password and set preferences on his My Settings (page 128) page.
You assign system-wide privileges to system-wide privilege sets and local privileges to local privilege
sets. Use the following table in planning which privileges to assign to a privilege set. For a description of
each privilege, see Privileges (page 123).

System-wide privileges Local privileges


Access Groups Access Geographic Locations
Access Config Items Access Network Items
Maintain System Parameters Access Alarms
Maintain Schedule Group Members Access Logic Pages
Maintain Categories Access User Category 1 - 5
Maintain Trends Display and Print Setup Edit Setpoint Parameters
Maintain Alarm Templates Edit Setpoint Tuning Parameters
Acknowledge Non-Critical Alarms Edit Tuning and Logic Parameters
Acknowledge Critical Alarms Edit Manual Override Parameters
Force Normal Non-Critical Alarms Edit Point Setup Parameters
Force Normal Critical Alarms Edit Restricted Parameters
Delete Non-Critical Alarms Edit Category Assignments
Delete Critical Alarms Edit History Value Reset
Execute Audit Log Report Edit Trend Parameters
Download Controllers Edit Calibration Parameters
System Shutdown Edit Hardware Controller Parameters
Engineer System Edit Critical Configuration
Access Commissioning Tools Edit Area Name
Maintain Graphs and Reports Edit Control Program Name
Maintain Connections Edit Alarm Configuration
Remote File Management InterOp Privilege 1 - 10
Remote Data Access-SOAP Manage Alarm Messages and Actions
Do not audit changes made using SOAP (Web services) Maintain Schedules
Manual Commands/Console Operations
Manual Commands/File IO
Manual Commands/Adv Network
Manual Commands/Unrestricted
Change My Settings

NOTES
• For an operator to add, edit, or delete schedule groups, he must have the system-wide privilege
Maintain Schedule Group Members. He must also have the local privileges Access Geographic
Locations and Maintain Schedules at each location that is a member of the schedule group.
• If you switch to location-dependent operator access in a system that has operators and privileges
set up, the WebCTRL® application splits any existing privilege set containing local and system-wide
privileges into 2 separate privilege sets - one local and one system-wide. Operators’ system-wide
privilege sets still apply throughout the system. The operators’ local privilege sets are automatically
assigned at the system level. You can then reassign the local privilege sets to the operators at the
locations where they need them.

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To add a privilege set
Adding a privilege set using location-dependent operator access is the same as using
location-independent operator access except that you must select whether you are adding a
system-wide or local privilege set. See Privilege sets (page 122).

To assign privilege sets to an operator


Assign a system-wide privilege set to an operator on the Operators page in the same way you would
assign privilege sets in a system using location-independent operator access. See Operators and
Operator Groups (page 126).
Assign a local privilege set to an operator at locations on the Geographic or Network tree
where he needs the privileges.
1 Select a location on the Geographic or Network tree.
2 Click Privileges.
3 On the Configure tab, click Add.
4 Select the operator or operator group.
5 Click OK.
6 Select the privilege set(s) that you want the operator to have.
7 Click Accept.

NOTE You can display icons and hover text on the Geographic tree that show where privileges
have been assigned. See Tree icons and hover text (page 24).

To delete a local privilege set assignment


1 On the Geographic or Network tree, select the location where the assignment was made.
2 Click Privileges.
3 Select the assignment under Privilege Set Assignments at this Level.
4 Click Delete.
5 Click Accept.

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Restricting access in the system

Restricting an operator’s access to areas of the system


You can give an operator access to only a specific area of the system. All other areas will be either
grayed out or not visible when the operator logs in to the WebCTRL® interface.
EXAMPLE If you give an operator the Access Geographic Locations privilege only at the first floor of the
system shown below, he will see a navigation tree like the one on the left. The areas above the first
floor are visible because he needs them to navigate to the first floor, but grayed out because he cannot
access them. The operator does not see Dallas, New York, or San Francisco because he can’t access
them and does not need them to navigate.
Restricted access Full system access

Restricting all operator access to a location


To remove all operators’ local privileges from a location so that you can assign access only to a specific
operator(s), navigate to the location, select Privileges, then uncheck Inherit security privileges from
above this level.

Security Assignments Report


A Security Assignments Report shows an operator’s local and system-wide privileges and privilege sets
at a specific location.
1 Select the location on the Geographic or Network tree.
2 Click the Reports button drop-down arrow, then select Security > Security Assignments.
3 On the Options tab, select an operator.
4 Click Run.

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Recording reasons for edits (21 CFR Part 11)

NOTE To see if your system has this optional package, click , then select About. You have this
package if Enabled Features shows Adv. Security.

The Advanced Security package provides support for 21 CFR Part 11. With this feature enabled, the
WebCTRL® application can require an operator to record a reason for changing an equipment property
before it accepts the change. The WebCTRL® Audit Log report then displays the operator's name and
the recorded reason for making the change.
NOTE You cannot use WAP-enabled devices to change equipment that requires operators to log
changes.

To set up equipment to require reasons for changes


1 On the WebCTRL® Geographic or Network tree, right-click the equipment, then select
Configure.
2 Check Require operator to record any changes to control program.
3 Click Accept.
NOTE You can also turn this setting on in SiteBuilder in the equipment's properties dialog box.

To view reasons for changing equipment properties


1 On the WebCTRL® tree, select a piece of equipment that requires reasons for change.
2 Click the Reports button drop-down arrow, select Security > Location Audit Log or System Audit
Log.
3 On the Options tab under Display the following columns, check Reason.
4 Click Run.

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Cost-saving strategies
HVAC equipment runs to maintain adequate zone temperatures. Some zones, like classrooms, must
maintain a comfortable temperature only while people occupy them. When a zone is no longer
occupied, you can define different setpoints that require less energy to maintain. Use WebCTRL®
Schedules for these occupied/unoccupied zones so that equipment runs only as needed to reduce
energy consumption, but not comfort.
Other zones, like computer server rooms and production floors, must maintain particular cooling and
heating setpoints 24 hours a day, 7 days a week. Schedules would have no cost-saving effect on them.
Use one of the other cost-saving strategies to reduce energy consumption and equipment repairs for
these kinds of zones.
You can realize the greatest savings by using Schedules. Then fine tune Optimal Start, Demand Control,
and Setpoint Optimization. Each strategy depends on a particular microblock.

Microblock Strategy Description


Schedules (page 56) Define when a building or zone is occupied and
whether or not equipment should run, depending on
the occupied setpoints.

Optimal Start (page 52) Ensures that a zone’s ideal comfort range is reached
just as the zone becomes occupied.

Demand Control (page Relaxes heating or cooling setpoints when a certain


54) level of energy use is reached in order to avoid peak
demand, ratchet, or time of use electric charges.

Setpoint Calculates a piece of equipment’s setpoint based on


Optimization the number of heating or cooling requests it receives
(Trim and Respond) from other equipment.

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Advanced topics

Manual commands
To run a manual command:

1 Click , then select Manual Command.


2 Type the manual command in the dialog box, then click OK.

TIP Ctrl+Shift+M also opens the dialog box.

You must have the Manual Commands/Console Operations privilege to access the manual commands
dialog box. The descriptions below tell you if you need an additional privilege to run the corresponding
command.

Command Description
addon Opens a dialog box where you can upload, start, stop, or remove an
add-on program such as Tenant Override Billing.
arcnet Run this command each time you plug a device, such as a laptop,
into a controller using an ARCNET card. The arcnet command
configures the WebCTRL® application to recognize your device as
the WebCTRL® server. Run this command from the equipment,
controller, or network level on the Network tree.
autopilot location In Internet Explorer® only–Displays the full path for the current
location. You can copy and paste the path into the autopilot.xml file
that runs the WebCTRL® autopilot. See Running the WebCTRL®
autopilot (page 144).
bacnet showindex Displays all files (file name, size, date) downloaded to the selected
controller.
bbmd commands: You must have the Manual Commands/Adv Network privilege to run
bbmd commands.
bbmd read <IP address> Reads the BBMD table of the controller at the given IP address.
For example, to display the BBMD table in the BACnet device router
at IP address 154.16.12.101, type:
bbmd read 154.16.12.101
bbmd update <network Selects BBMDs on the specified network and marks them for
number> download. If no network is entered at the end of the command, all
networks in the system are scanned.
For example, if the network number is 888, type:
bbmd update 888

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Command Description
bbmd view <network Views the list of BBMDs that have been selected for the network
number> number at the end of the command. Assumes the update has been
run.
For example:
bbmd view 888
bbmd write <table file> <IP Writes the BBMD table into the controller at the given IP address.
address> See To set up BBMDs through the WebCTRL® interface.
For example, to write the BBMD table in dallasbbmd.bdt into the
BACnet device router at IP address 154.16.12.101, type:
bbmd write dallasbbmd.bdt 154.16.12.101
bbmd clear <IP address> Clears the BBMD for the specified controller.
For example:
bbmd clear 154.16.12.101
bbmd dump <network> Writes to a file the BBMD from the specified controller.
<file> For example:
bbmd dump 888 dallasbbmd.bdt
checkurls 1 Finds all network point exp: expressions for the selected item on
the Geographic or Network tree.
2 Converts the exp: expressions to bacnet:// equivalent
expressions that the controllers use.
3 Compares the equivalent bacnet:// expressions to the bacnet://
expressions currently downloaded in the controllers.
4 Displays any mismatches.
checkurls -p Does the same as checkurls, then adds any mismatches to the
download queue as parameter downloads.
checkurls -v Does the same as checkurls, but displays the exp: and bacnet://
expressions for all network points that were checked.
commstat Gives a complete set of diagnostic information for all defined
connections as well as information regarding all modems in the
system.
copy Displays a global copy utility that allows you to selectively copy trend
graphs, custom reports and all editable properties from the selected
equipment to other equipment in the system with the same control
program. See To use Global Copy (page 43).
download commands: Each of these commands performs an immediate download to a
controller for the selected control program, device, or driver.
download m Downloads all content, including parameters, schedules, and
BBMDs (if applicable).
download p Downloads parameters only.
download s Downloads schedules only.

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Command Description
go commands:
go <refname or path> Goes to the point in the system that is referenced.
For example:
go #oa_conditions
or
go vav_1/m28
See Defining WebCTRL paths.
go ~net Takes you from a piece of equipment on the Geographic tree to
the same equipment on the Network tree.
go ~geo Takes you from a piece of equipment on the Network tree to
the same equipment on the Geographic tree.
go ~device Takes you to the controller for a point or piece of equipment on the
Network tree.
go ~network Takes you to the network the selected object’s controller is
associated to.
go -logicpopup <refname> Goes to the microblock pop-up for the microblock that is referenced.
You must run this command from the microblock’s equipment in the
navigation tree.
For example:
go -logicpopup lstat
go <device ID> Goes to a device on the Network tree.
For example, to go to device 301205 referenced in a dead module
alarm, type:
go 301205
go <device ID>/<object Goes to a device and object on the Geographic or Network
ID> tree.
For example:
go 300550/AI:3
go <object ID> Goes to an object for the current device on the Geographic or
Network tree.
For example, if a module alarm reports a control program Locked
I/O Alarm and references an error in program 11, click the link to go
to the device, then go to the object by typing:
go PRG:11
go <s.g.m.p> (site, gateway, controller, program) Goes to the item that the s.g.m.p
address references. Use this command for legacy equipment only.
For example:
go 2,1,4,1
localhost Shows the IP address of the WebCTRL® server

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Command Description
logoffuser Logs off a user (without warning the user).
Type a whoson manual command to view the IDs of logged in
operators, then type logoffuser x, where x is the user's ID.
markdownload commands: These commands place the controller for the selected tree item on
the list to download at a later time. The download list can be viewed
at Network tree > Downloads.
markdownload Marks for an All Content download, that includes parameters,
schedules, and BBMDs (if applicable).
markdownload p Marks for a Parameters download.
markdownload s Marks for a Schedules download.
memory Shows the amount of server memory allocated for the WebCTRL®
application and the amount being used.
memory -free Releases unused server memory, then shows the WebCTRL®
memory usage before and after the release.
modstat commands: These commands display a Modstat report.
NOTE It is not necessary to download a controller before running a
Modstat on it. Binding takes place when you run the modstat.
modstat Displays status of the controller at the current location, including:
• Hardware components of the device
• Software components of the device
• Error conditions that may exist in the device
• Date and time the device is using
modstat 8:<device instance Displays status for a specific controller in the IP network using the
number> controller’s ID. Your location in the system does not have to be the
controller you are querying.
For example:
modstat 8:489202
modstat mac:<network Displays a Modstat for a specific controller in the system using the
number>,<media type>: controller’s MAC address. Network number is the number of the
<mac address> network this controller is on as specified in SiteBuilder; media type
is the type of network the controller is on; MAC address can be
either the controller address or the IP address and depends on the
controller’s media type.
For example:
modstat mac:48161,ms/tp:2
or
modstat mac:888,bacnet/ip: 172.16.101.119
notify Sends a message to all operators currently logged in to the system.
For example, "The server is going to shut down in 5 minutes. Please
log off." To run this command, type: notify <your message>.
The message must use only alphanumeric characters. You must
have the Admin privilege set or the Engineer System privilege to run
this command.

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Command Description
paramupload Uploads parameters (editable properties) to the WebCTRL®
application from the equipment or driver at the current location and
below. If you want to upload editable properties for all equipment on
a floor, navigate to the floor level on the Geographic tree. If you
want to do this for everything under a particular router, navigate to
the router or the network on the Network tree. You must have
the Manual Commands/Adv Network privilege to run this command.
ping Ping to verify communication between to IP devices. You cannot
ping devices on non-IP networks. To run this command type: ping
<hostname> where <hostname> is the IP address or device name.
For example:
ping 192.168.168.1
(will ping the IP address 4 times)
rebootserver Restarts the WebCTRL® Server application. You must log back in to
the WebCTRL® interface if you want to continue. You must have the
System Shutdown privilege to run this command.
rebuild Rebuilds a Properties page. Use if you make changes to control
program property text in the EIKON® application.
reload Reloads a control program. Use if you make changes to control
program in the EIKON® application. Reloading updates all instances
of the control program throughout the system and marks the
controller(s) for download. The WebCTRL® application determines
the type of download based on what changed in the control
program. You must have the Engineer System privilege to run this
command.
restartmodule Restarts the current controller. You must have the Manual
Commands/Adv Network privilege to run this command.
rnet here Overrides the address configuration of the Rnet host controller to
allow a subsequent All Content or Parameters download. Run this
command if you experience communication problems with the
controller because the controller’s network number does not agree
with SiteBuilder’s network number. Run this command from a
control program, device or driver.
revert Resets the selected driver or control program to its default values.
setdefault Sets the current page as the default view for the selected action
button and the selected tree location. You must have the Engineer
System privilege to run this command.

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Command Description
setgcm Initializes any LANgate (gateway) from a converted SuperVision®
system.
After downloading to the LANgate, run setgcm if you:
• Added a controller to a CMnet where the address is set higher
than any other address on the CMnet
• Changed the 3-letter system name
• Changed the Generate controller alarm after no communication
for ___ minutes (dead module timeout value) on the System
Settings page
• Changed the site number in SiteBuilder (previously referred to
as the line number)
setgcm sends the following information from the WebCTRL®
database to the LANgate:
• Maxnet (the highest addressed controller plus one)
• 3-letter system name
• Site number
• Dead module timeout value
NOTES
• You can send this command over network, direct or modem
connections, but not over a direct network (access port).
• In Supervision®, the command set the workstation phone
number in the LANgate. You must now type the LANgate’s phone
numbers on the LANgate’s parameter pages.
• You must have the Manual Commands/Adv Network privilege to
run this command.
showhistory Gives historical information on the system, such as when it was
created and updated. You must have the Manual
Commands/Unrestricted privilege to run this command.
shutdown Shuts down the WebCTRL Server application. This stops
communication between the server and the client, but does not
close any open WebCTRL® pages. You must have the System
Shutdown privilege to run this command.
storetrends Uploads trend data from the controller(s) to the database for all
equipment at and below the selected item on the Geographic
tree. This command stores trend data for points that have Trend
Historian enabled.
timesync Synchronizes the time on all controllers at the current location and
below to the time on the server. Run this command only from a
location on the Network tree.
NOTE For CMnet networks, executing a timesync on a controller
sends the timesync to its gateway, and all the controllers under that
gateway.
You must have the Manual Commands/Adv Network privilege to run
this command.
updatedriver commands: You must have the Engineer System privilege to run updatedriver
commands.

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Command Description
updatedriver Updates the selected controller to the latest version of its driver.
updatedriver net Updates the selected controller to the latest version of its driver and
any other controllers on the same network that use that driver.
updatedriver all Updates the selected controller to the latest version of its driver and
all other controllers in the system that use that driver.
upgradejsp commands: Upgrading to a v6.0 or later system automatically upgrades any .jsp
graphics created in WebCTRL® Extensions for FrontPage. If you edit
one of the .jsp files after upgrade, you must run one of the following
commands. These commands could take several minutes to
complete. A message is displayed when finished.
upgradejsp <absolute path> Use to update a single graphic. For example:
c:\webctrlx.x\webroot\<system>\graphics\lvl5\sitea\building1.jsp
upgradejsp <folder path> Use to update all graphics in a folder. For example:
c:\webctrlx.x\webroot\<system>\graphics\lvl5\sitea
upgradejsp all Use to update all graphics in
c:\webctrlx.x\webroot\<system>\graphics\lvl5
whereami Displays the full path for the current location and gives the display
and reference names of the action button, category, instance and
tab. If the selected tree location differs from the location shown in
the action pane (for example, a point trend page), whereami returns
information on both locations.
Use this command when you create links in ViewBuilder.
whoson Shows the list of users currently logged in to the WebCTRL® system,
the IP addresses from where they are logged on, what kind of
interface they are using (for example, lvl5 for a web browser on a
computer), and how long it has been since they have actively
interfaced with the WebCTRL® system.
zap Restarts the current controller. You must have the Manual
Commands/Adv Network privilege to run this command.

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Running the WebCTRL® autopilot
To monitor your WebCTRL® system, you can run the autopilot to display specified WebCTRL® pages at
regular intervals. You can run the autopilot on the WebCTRL® server or on one or more client
computers. Each computer can display a different set of pages.
REQUIREMENT You must have the Internet Explorer® web browser installed on any computer that will
run the autopilot. Autopilot is not supported on other web browsers.

To set up the WebCTRL® autopilot


1 Copy the WebCTRLx.x\autopilot folder from the WebCTRL® system to any location on the
computer where you will be running the autopilot.
2 In a text editor such as Windows® Notepad, open the autopilot.xml file in the new folder you
created in step 1.

CAUTION Do not open or edit the original autopilot.xml file in the WebCTRL® system. Keep
this file to set up the autopilot on other computers.
3 In the row that begins with <script, replace the highlighted text shown below with the information
needed to start your system.

NOTES
○ The Attribute list near the top of the file describes each field.
○ To prevent exposing someone's password in this file, create a generic user and password in
the WebCTRL® interface.

4 Each pair of rows beginning with <navigate and <delay define a WebCTRL® page and how many
seconds the page should display. Follow the steps below to replace each <navigate line with
information specific to your system. Add or delete rows as needed.
a) In the WebCTRL® interface, go to the page you want to display.
b) Press Ctrl+M.
c) Type autopilot location.
d) Click OK.
e) Copy the path to the Windows clipboard.
f) In the autopilot.xml file, highlight a <navigate row, then press Ctrl+V to replace the highlighted
text with the copied WebCTRL® path.
NOTE To have the autopilot run a report, define the path to the report's View tab.
5 In the <delay row below each path, change 20 to the number of seconds you want to display the
WebCTRL® page.
6 Save the file.

To run the WebCTRL® autopilot


NOTE If your computer is running Windows Vista®, see To run autopilot with Windows Vista (page 145)

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before starting the autopilot.

1 Start the WebCTRL Server application.


2 Run the autopilot.bat file that you created in step 1 of To set up the WebCTRL® autopilot (page
144).

NOTES
• To stop the autopilot, do one of the following:
○ Close the web browser.
○ Close the Command Prompt window that is running the autopilot.bat file to stop the autopilot
but leave the WebCTRL® interface running in the web browser.
• If the autopilot does not start, open autopilot.log to see the error.

To run autopilot with Windows Vista


To run the autopilot with the Windows Vista® operating system, you must add the WebCTRL® URL to
your web browser's trusted sites.
1 In Internet Explorer®, select Tools or > Internet Options.
2 On the Security tab, select the Trusted Sites icon, then click the Sites button.
3 Under Add this Web site to the zone, type the url that autopilot uses to start your system. See step
3 in To set up the WebCTRL® autopilot (page 144).
4 Uncheck Require server verification (https:) for all sites in this zone.
5 Click Add.
6 Click OK to close both windows.
7 Close Internet Explorer to have the changes take effect.

System database maintenance


You should perform the following system maintenance on a regular basis. See To safely shut down the
WebCTRL® application for database server maintenance (page 147) before doing any maintenance on
your database server.

To back up a system
The type of database your system uses determines the method you use to back up the system. In
WebCTRL®, you can find the database type on the System Settings (page 159) > General tab.

CAUTION Do Not use SiteBuilder's Replicate feature to back up your database.

For Apache Derby or SQL Server Express


1 Shut down the SiteBuilder and WebCTRL Server applications.

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2 In the WebCTRLx.x\webroot folder, copy your system folder.
3 Paste the copy to a new location.

TIP Zip the copy before transporting it over a network or to a CD.

For MySQL, MS SQL Server, Oracle, or PostGreSQL


1 Follow the instructions above to copy your system folder in WebCTRLx.x\webroot.
2 Use the database management system's backup method. See To safely shut down the WebCTRL®
application for database server maintenance (page 147) before doing any maintenance on your
database server.

To compact and defragment


In a new WebCTRL® system, the records in a database are contiguous. As records are added, deleted,
and modified, the records become scattered in the database. This condition, called fragmentation, can
slow down system performance and increase the database size. Compact the database to correct this
situation.
The files on the server's hard drive can also become fragmented. Defragment the hard drive to correct
this situation.
You should compact and defragment on a regular schedule such as once a month. But, you may need
to do these more often, depending on how often the data or files change.
NOTE Compacting a database may take several minutes to several hours, depending on its size.

TIP To minimize the effects of fragmentation, you should maintain at least 20% free disk space on
the server.

Compacting the database


The following databases are compacted dynamically—compacting occurs in the background when a
database is open.
• MySQL
• MS SQL Server
• MS SQL Server Express
• Oracle
• PostGreSQL

To compact a Derby database:


1 Shut down the SiteBuilder and WebCTRL® Server applications.
2 Open the computer's Command Prompt application and type cd c:\WebCTRLx.x, replacing x.x
with your system version number.
3 Click Enter.
4 Type "Derby Compression Tool.exe" <system name>.
5 Click Enter.
6 When compacting finishes, close the command window.

Defragmenting the server's hard drive

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For all database types, use a defragmentation utility such as Windows® Disk Defragmenter.
NOTE If you are using a single computer as both the WebCTRL® server and the client, you must
defragment the disk more often than the disk of a dedicated server—especially if people access the
Internet from this computer.

To minimize the database size


The larger a database is, the less responsive it may become. Deleting closed alarm incident groups,
expired schedules, and expired historical trends on a regular basis will reduce the database size. You
can set up your WebCTRL® application to automatically delete these. See "System Settings >
Scheduled Tasks tab (page 164)" in WebCTRL® Help.

To safely shut down the WebCTRL® application for database server


maintenance
Occasionally, the database server is shut down for maintenance or backups. If this is done without
shutting down the WebCTRL® Server first, the database may get locked and the WebCTRL® application
may not be able to reconnect.
1 Shut down the WebCTRL® application.
2 Shut down the database server.
3 Perform the maintenance or repair needed on the server.
4 Restart the database server.
5 Restart the WebCTRL® application.

Setting up WebCTRL® client devices and web browsers


The WebCTRL® system can be viewed on the following client devices and web browsers.

Computers
The client computer should have at least:
• Dual core processor
• 1.5 GB RAM
• Communications link of 10 Mbps or higher

The WebCTRL® application will work with slower computers and slower links, but the results may not
be satisfactory.

A computer with this Supports these web browsers...


operating system...

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Windows® GoogleTM ChromeTM v44.0 or later 1
Internet Explorer® v11 Desktop
Microsoft® Edge
Mozilla® Firefox® v39.0 or later
Mac® OS X® Safari® v8 or later 2
(Apple® Mac only) Google Chrome v44.0 or later
Mozilla Firefox v39.0 or later
Linux® Google Chrome v44.0 or later
Mozilla Firefox v39.0 or later
1 Best performance
2 Best performance unless browser is running on a Mac® Mini or a MacBook:
WARNING If machine is running Mountain Lion 10.8x with an integrated Intel HD 400
graphics card, it will experience display issues. Use one of these workarounds for better
performance:
• If an additional NVIDIA graphics card is available, manually switch the graphic card setting in
MAC® OS X® to use that card.
• If not, use GoogleTM ChromeTM v44.0 or later.

Mobile devices
NOTES
• Most mobile devices do not support plug-ins (Java Runtime Environment, Flash, PDF reader, etc.)
so some WebCTRL® add-on applications and other features may not work. The following do
support plug-ins:
○ Surface Pro with IE 11 Desktop
○ Surface 3
• Touch functionality on mobile devices not tested by Automated Logic® may or may not work with
the WebCTRL® application. Use at your own risk.

A tablet with this operating Web browser Tested tablets


system
iOS Safari v8 or later Apple® iPad®
Windows® RT Internet Explorer® 11 or Microsoft® Surface
Metro-style Internet Explorer® 11
Windows® 8.1 Pro Internet Explorer® 11 or Microsoft® SurfaceTM Pro
Metro-style Internet Explorer® 11
Windows® 10 Internet Explorer® 11 Microsoft® SurfaceTM Pro
Microsoft® Edge Microsoft® SurfaceTM 3
AndroidTM GoogleTM ChromeTM v23.0 or later GoogleTM NexusTM 7 and 10

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A smart phone Web browser Tested smart phones
with this operating system
AndroidTM GoogleTM ChromeTM v44.0 or later Nexus 6
iOS Safari v8.4 Apple® iPhone 6
Apple® iPhone 6 Plus
Windows® Phone 10 Microsoft® Edge Nokia LumiaTM 830

Setting up and using a computer with the WebCTRL® system

• Set the monitor's screen resolution to a minimum of 1024 x 768 with 24- or 32-bit color quality
• You may want to disable the computer's navigation sounds.

Mac only
NOTE The instructions below are for a Mac OS X 10.8. Other versions may vary slightly. See your
computer's Help if necessary.

Computer settings To change setting...


Enable right-clicking to see
right-click menus:
On a Mac 1 Select System Preferences > Mouse.
2 Click the drop-down list that points to the mouse's right-click
button, then select Secondary Button.
On a MacBook 1 Select System Preferences > Trackpad.
2 Enable Secondary click.

The instructions in Help are for a Windows computer. For instructions that include the Ctrl key, replace
Ctrl with Command. For example, replace Ctrl+click with Command+click.

Setting up and using a web browser to view the WebCTRL® interface


To set up and use Internet Explorer
NOTES
• The instructions below are for Internet Explorer® 11. Other versions may vary slightly. See your web
browser's Help if necessary.
• If the menu bar is not visible, right-click on the window's header, and then select Menu bar.

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Web browser settings To set in Internet Explorer...
Accept First-party and Tools > Internet Options > Privacy > Advanced button
Third-party cookies
Automatically check for newer Tools > Internet Options > General > Browsing history > Settings
versions of stored pages button
Load ActiveX Control Tools > Internet Options > Security > Custom Level button.
Under ActiveX controls and plug-ins, set the following:
• Download signed ActiveX controls > Prompt
• Download unsigned ActiveX controls > Disable
• Run ActiveX controls and plug-ins > Enable
• Script ActiveX controls marked safe for scripting > Enable
Select Play animations in web Tools > Internet Options > Advanced > under Multimedia
pages
Disable all the options on the View > Explorer Bars
Explorer Bar
Disable web browser's pop-up Tools > Pop-up Blocker > Turn Off Pop-Up Blocker
blockers
Disable external toolbar Varies
pop-up blockers
Hide the web browser's toolbars View > Toolbars

To... Do the following...


Maximize the web browser Press F11 to turn full-screen mode on\off, or use the
window minimize/maximize button in the top right corner of the browser
window.
Have 2 different users logged in Start a new web browser session. Select File > New Session.
to the WebCTRL® system on the
same computer
Clear browser cache 1 Select Tools > Internet Options.
2 Click Delete.
3 If you had the WebCTRL® system saved as a Favorite,
uncheck Preserve Favorites website data.
4 Click Delete again.

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To set up and use Microsoft Edge
The instructions below are for Microsoft® Edge.

Web browser settings To set in Microsoft Edge...


Do not block cookies More Actions > Settings > View Advanced Settings > Cookies
Disable web browser's pop-up More Actions > Settings > View Advanced Settings > Block
blockers * pop-ups

To... Do the following...


Maximize the web browser Use the minimize/maximize button in the top right corner of the
window * browser window.
Have 2 different users logged in More Actions > New Window
to the WebCTRL® system on the
same computer *
Clear browser cache More Actions > Settings > Clear browsing data > Clear
* Does not apply to Microsoft Edge on a phone.

To set up and use Mozilla Firefox


NOTES
• The instructions below are for Mozilla® Firefox® v39.0 on a Windows operating system. Other
versions may vary slightly. See your web browser's Help if necessary.
• For the first two items in the table below, Linux instructions are in parentheses. All other
instructions are the same for Windows and Linux.

• If the menu bar is not visible, click in the top left corner, and then select Options
> Menu bar.
• If a message appears in the WebCTRL® interface that includes the checkbox Prevent this page
from creating additional dialogs, DO NOT check this box.

Web browser settings To set in Firefox...


Disable Pop-up blocker Tools > Options > Content > uncheck Block pop-up windows
(In Linux: Edit > Preferences > Content)
Enable JavaScript 1 Tools > Options > Content > Enable JavaScript.
(In Linux: Select Edit > Preferences > Content)
2 Click the Advanced button to the right of Enable JavaScript,
then verify the following options are checked:
• Move or resize popup windows
• Raise or lower windows
• Disable or replace context menus

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Web browser settings To set in Firefox...
Add-ons Manager Select Tools > Add-ons. On this page, you can enable/disable
installed add-ons such as:
• Adobe® Acrobat® Reader (to view PDF's)
• QuickTime Plug-in (to play audible alarms)
Only installed Firefox add-ons will show up in the list.

To... Do the following...


Maximize the web browser Press F11 to turn full-screen mode on\off.
window
Clear browser cache Tools > Options > Advanced > Network > Cached Web Content >
Clear Now
Have 2 different users logged in Start a new web browser session. Select File > New Private
to the WebCTRL® system on the Window.
same computer

To set up and use Google Chrome


NOTES
• The instructions below are for GoogleTM ChromeTM v44.0. Other versions may vary slightly. See your
web browser's Help if necessary.
• If a message appears in the WebCTRL® interface that includes the checkbox Prevent this page
from creating additional dialogs, DO NOT check this box.

On a computer
Web browser settings To set in Chrome...
Enable pop-ups
1 Click on the browser toolbar.
2 Select Settings.
3 Click Show advanced settings.
4 Under Privacy, click Content settings.
5 Under Pop-ups, do one of the following:
• Select Allow all sites to show pop-ups.
• Click Manage exceptions. Type your system's IP address
or server name in the Hostname pattern field, then set
Behavior to Allow.

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To... Do the following...
Clear browser cache
1 Click on the browser toolbar.
2 Select Tools > Clear browsing data.
3 Check the types of information that you want to remove.
4 Select a time range in the drop-down list.
5 Click Clear browsing data.
Maximize the web browser Press F11 on your keyboard to turn full-screen mode on/off.
window
Have 2 different users logged in
Start a new web browser session. Click , then select New
to the WebCTRL® system on the
incognito window.
same computer

On a Google Nexus
Web browser settings In the Chrome menu...
Turn off desktop mode Uncheck Request desktop site
Disable pop-up blocker Settings > Advanced > Content Settings > uncheck Block
pop-ups
Enable JavaScript Settings > Advanced > Content Settings > check Enable
JavaScript
Enable Cookies Settings > Advanced > Content Settings > check Accept Cookies

To... In the Chrome menu...


Clear browser cache Settings > Advanced > Privacy > CLEAR BROWSING DATA

To set up and use Safari


NOTES
• The instructions below are for Safari® v8. Other versions may vary slightly. See your web browser's
Help if necessary.
• We recommend that you do not run Safari in full-screen mode. If you do, WebCTRL® pop-ups will
open full-screen, covering the main application window.

On an Apple® computer (Mac®)


Web browser settings To set in Safari...
Disable pop-up blocker Preferences > Security > uncheck Block pop-up windows
Enable JavaScript Preferences > Security > check Enable JavaScript
Enable Plug-ins Preferences > Security > check Enable plug-ins

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Web browser settings To set in Safari...
Prevent pop-ups from opening in Preferences > Tabs > uncheck Command-click opens a link in a
a new browser tab new tab
Prevent Safari from automatically Preferences > General > uncheck Open "safe" files after
opening zip files exported from downloading
the WebCTRL® application

To... Do the following...


Clear browser cache History > Clear History
Have 2 different users logged in Start a new web browser session. Select Safari > Private
to the WebCTRL® system on the Browsing > File > New window
same computer

On an Apple® iPad
Web browser settings To set on the iPad...
Disable pop-up blocker Settings> Safari > set Block pop-ups to Off
Enable JavaScript Settings > Safari > set JavaScript to On

To... Do the following...


Clear browser cache Settings > Safari > Clear History

On an Apple® iPhone 6
Web browser settings To set on the iPad...
Enable JavaScript Settings > Safari > Advanced

Web browser and operating system limitations


You can view your WebCTRL® system on tablets with the operating systems and web browsers listed in
Setting up WebCTRL® client devices and web browsers (page 147), but some functionality may be
limited as described below.

All tablets and smart phones


• Audible alarms do not generate a sound.
• Mozilla® Firefox® currently has many problems supporting touch gestures on tablets.

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Apple® iPad® and iPhone® 6
• The Jump To feature on a Logic page does not work in Safari® on an iPad due to way Safari
handles JavaScript on secondary tabs.

• iOS restricts access to a file system so WebCTRL® features that upload or download files on a
computer client are disabled on an iPad. This applies to the following configuration features:
○ Configure > Edit Existing or Add New (views, control programs, screen files, drivers)
○ Import clipping
○ System Settings > General > Source Files > Export or Import
○ System Settings > General > Logs > Download
○ System Settings > Security > Permissions > Add
○ System Settings > Daylight Saving > Import
○ System Settings > Add-ons > Install Add-on
○ License Administration > Browse
○ Update (patches, service packs, drivers, language packs, graphics libraries, help)
○ Reports saved as XLS

• iOS does not support plug-ins (Java Runtime Environment, Flash, etc.) so some WebCTRL® add-on
applications will not work on an iPad.
• When you change a text field in the WebCTRL® interface, minimize the keyboard before you click
Accept to guarantee that your changes are saved.

Microsoft® SurfaceTM, SurfaceTM Pro, and SurfaceTM 3 tablets


• The Surface RT and IE 10 or 11 Metro do not support plug-ins (Java Runtime Environment, Flash,
PDF reader, etc.) so the following features will not work.
○ Some WebCTRL® add-on applications
○ The Reports page PDF button
You can use the Surface Pro with IE 10 or 11 Desktop if you need these features.

GoogleTM NexusTM tablet and NexusTM 6 phone


• The Nexus does not support plug-ins (Java Runtime Environment, Flash, PDF reader, etc.) so the
following features will not work.
○ Some WebCTRL® add-on applications
○ The Reports page PDF button

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Using WAP devices with the WebCTRL® system
The WebCTRL® system supports Wireless Application Protocol (WAP), a communications protocol that
allows you to access your system through a WAP-enabled phone. The WebCTRL® application supports
WAP-enabled browsers on 2G and 3G devices on the Sprint PCS network and Pocket Internet Explorer
on devices running Windows Mobile for Pocket PC 2003 or later.
Using a WAP device, you can access the Internet and remotely manage certain aspects of your system.
Only English alphanumeric characters are supported.
NOTES
• Navigation buttons and how the information is presented varies among WAP devices.
• To use WAP through a secure port, you must use a certificate from a trusted Certificate Authority
(CA). Ask your phone company which Certificate Authorities they support. See "To set up TLS using
a self-signed certificate" in WebCTRL® Help.

Supported WebCTRL® features


The WAP interface supports the following WebCTRL® features. You can:
• Navigate through the Geographic tree.
• View and manage Alarms for the current location.
• Receive an e-mail alarm message.
• View and edit abbreviated Properties pages for areas and equipment.
• View and edit abbreviated Properties pages for microblocks.

You cannot:
• View and edit items under the System Configuration tree.
• View and manage Schedules.
• Configure and view Reports.
• View Graphics pages.
• Send manual commands.

To dial up a WebCTRL® system using WAP


Dialing up a WebCTRL® system using a WAP device differs from dialing a telephone number. Each
service has a slightly different method. The following method for connecting to WebCTRL Server using
WAP is similar to the Sprint PCS Wireless mobile phone process.
1 Turn on the WAP device.
2 Select Wireless Web.
3 Select Launch Browser.
4 Select Menu.
You can also select WebCTRL bookmark if one has been saved.
5 Select Goto.

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6 Tap in the WebCTRL® IP address; for example, 192.168.168.1.
NOTE If you do not see the WebCTRL® login, tap in the IP address again and do the following:

If your WAP device supports... ...append these characters to the end of the
address.
WML browsers. ?t=w
Applies to most older (pre 3G) WAP devices.
XHTMLMP browsers. ?t=xmp
Applies to most newer (3G) WAP devices.
XHTML browsers. ?t=X
A text only interface for PC's or PDA's.
EXAMPLE 192.168.168.1?t=xmp
7 Log in to your WebCTRL® system:
○ Tap in your WebCTRL® username, then select OK
○ Tap in your WebCTRL® password, then select Login.

To navigate the system


Navigating through the WAP interface is the same as navigating through the WebCTRL® GEO tree—the
WAP screen is similar to the WebCTRL® navigation pane.

The WebCTRL® application automatically generates default WAP interface pages. However, you can
create custom pages using ViewBuilder for WAP.
After you log in, the first screen shows the system level. The name at the top of the screen is the name
of the current level. To navigate deeper into the system, select an item by either pressing its number on
the keypad or by scrolling through the list and then selecting OK. To navigate to other areas of the
system, see below.

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Select Action
1... Navigate up one level.
Menu Navigation Return to the navigation tree (area and equipment level only).
Alarms List the alarms at the current level (area and equipment level
only).
Properties Show properties at the point level
and show properties at the area and equipment levels if custom
pages have been attached.
Back Return to the previous page.
Go to Root Return to the top of the GEO tree.
Logout Log out of the WebCTRL® application.

To view and edit Alarms


1 Navigate to the area you want to view alarms for.
2 Select Menu.
3 Select Alarms to view all alarms at this area.
4 Select an alarm, then click OK to view or edit its details.
5 Select Actions to view a list of actions for the alarm.
6 Select the action to be done, then select OK.

Select Action
1 List List all alarms at the current area or equipment level.
2 Navigation Return to the navigation tree.
3 Ack All Acknowledge all alarms at the current level.
4 Del All Closed Delete all closed alarms at the current level.
5 Del All Delete all alarms at the current level.

To view and edit equipment properties


NOTE If your WebCTRL® system requires reasons for changes to equipment (page 135), you cannot
edit equipment properties using WAP.
1 Navigate to a point or BACnet object to view.
2 Edit any properties in brackets.
NOTE You may need to scroll down the screen to view them all.

For example, from the BACnet analog input point level, you can view the following:

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Select Action
Value Present value for that point.
Lock Locked override status for that point; True locks the present value to the At
value.
At Locked override value.
Alarm Alarm state for that point.

Setting up a system in the WebCTRL® interface

System Settings
The System Settings page contains information that you must enter before the WebCTRL® application
can run properly.
1 On the System Configuration tree, select System Settings.
2 Click each tab, then enter the necessary information. Tab details are described below.

General tab
The General tab presents the following system information:
• System Directory Name
• Path to the Webroot Directory
• Database Type
• System Language - The language to be used for:
○ The default language for new operators
○ Alarms logged to the database
○ State text and object names downloaded to the field
○ The login page
NOTE Language also refers to formatting conventions. For example, English uses the date format
mm/dd/yy, but English (International) uses the date format (dd/mm/yy).

You can edit or use the following fields and buttons.

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Field Notes
System Information
Levels displayed in paths The number of levels displayed in WebCTRL® paths. For example,
if Node Name Display Depth is set at:
2, a typical path might be ..\AHU-1\RA Temp
3, a typical path might be ..\Atlanta R&D\First Floor\AHU-1
NOTE Changing this field does not take effect until you restart the
WebCTRL Server application.
System Statistics button Click to see the number of controllers and trends in the system.
Logs
Select a week of logs to review For troubleshooting, you can download a zip file that contains logs
of system activity.
Time
Time Sync Click to immediately synchronize the time on all IP network
controllers in the system database to the WebCTRL® server's
time.
Time synchronization occurs daily if the Enable time
synchronization of controllers daily at____ field on the Scheduled
Tasks tab (page 164) is enabled. (Click this link for more
information on time synchronization.)
Time Format Select one of the following for the system's time:
• 12-hour clock (Example: 4:34 pm)
• 24-hour clock (Example: 16:34)
Date Format Select the format you want the system to use.
Alarms
Use a single alarm template for If your system is an upgraded legacy system:
CMnet alarms • Check to have alarms for CMnet equipment use only the
alert_auto alarm template.
• Uncheck to allow multiple alarm templates.
Enable support for Alarm Check to use the Alarm Notification Client application. See Alarm
Notification Clients to connect to Popup (page 80) alarm action.
this server
Restrict to IP Address If the server has more than one network interface adapter, type
the IP address of the server's network connection that the Alarm
Notification Client application will connect to.
Port Change this field if the Alarm Notification Client application will
use a port other than 47806 on the server.
Current client connections Shows any workstation whose Alarm Notification Client is actively
connected to this server.
Trends
Keep historical trends for ___ Stores trend data in the WebCTRL® database for the time you
days specify. This is a default setting that you can change when you set
up trends for an individual point.

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Field Notes
Enable Server Trending of Color Leave this checked unless directed otherwise by Technical
Support.
Poll Interval The frequency that the server polls routers for color trend data.
Increase this field only if Last Poll Duration exceeds the Poll
Interval.
Display gap in graph line for Check to show a gap if trend data is missing.
missing data
Source Files
All Source Files Use to export source files to a .zip file that can be imported into
another WebCTRL® or Field Assistant system. Source files
include:
• Control programs (.equipment files only)
• Drivers
• Graphics (.view files only)
• Touchscreen files
• BACview® files
• Report design files for Equipment Values or Trend Sample
reports
NOTE If import detects a difference between a database file and
an import file with the same name, import does not overwrite the
database file. A message lists any file differences so that you can
resolve them.
See Commissioning equipment using Field Assistant.

Security tab

Field Notes
Logging
Log audit data to file Records operator activities and some system activities (such as
opening and closing the database or automatic deletions) in a text
file.
The default file is auditlog.txt stored in
WebCTRL\webroot\<system_name>. You can change the file name
and include a different path.
To prevent the file from growing too large as new data is appended,
you can archive the data to another text file by selecting an archive
frequency in the Archive log file contents field. The archive file is
auditlog_yyyy_mm_dd.txt, where yyyy_mm_dd is the creation date of
the archive file. This file is created in the same location as
auditlog.txt.
NOTE If you do not archive the log file contents, you should manually
delete the oldest entries.

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Field Notes
Log audit data to database Records audit data in a database named audit.mdb that can be
accessed by third-party software.
NOTE For Access, MSDE, and Derby, the database is automatically
created. An Access database is named audit.mdb; a MSDE database
is named audit.mdf. The Derby database consists of multiple files in
a folder called audit. For MySQL, SQL Server, PostgreSQL, or Oracle,
you must create the database manually.
Delete database entries Automatically deletes entries in the database that are older than the
older than ____ days number of days you specify.
Log errors for invalid URLs Check this field to write to the core.txt log any time an external
source sends a request to the WebCTRL Server application.
NOTE Regular maintenance scans by external software can cause
the log files to grow large.
Security Policy
Change Policy See Location-dependent operator access (page 131) for information
on Change Policy.
Remote Access
Allow remote file Lets you access the system using WebDAV.
management
Operators
Return operators to previous Returns operators to current tree locations when the server
locations when server reconnects.
reconnects
Log off operators after _:_ The system automatically logs off an operator who has had no activity
(HH:MM) of inactivity in the system for the time period specified.
This is a default setting for the system. The System Administrator can
change this setting for an individual operator on the Operators page.
Lock out operators for __ Clear Lockouts removes lockouts for all users.
minutes after __ failed login NOTE Restarting the WebCTRL Server application will remove
attempts lockouts.
Use advanced password You can place specific requirements on passwords to increase
policy security. See Advanced password policy (page 129).
Do not synchronize operator If using hierarchical servers, the WebCTRL® application automatically
and privileges synchronizes the operator/privilege settings on the child servers with
those on the parent server. You have the following options:
• Check this field on all servers to stop the synchronization
process.
• Check this field on a child server to remove it from the
synchronization process so that you can manage that server's
settings locally.
Synchronize Now Click this button on the parent server for immediate synchronization
of operator/privilege settings.

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Field Notes
Permissions
Permissions When control programs, views, and touchscreen and BACview® files
are created by an original equipment manufacturer (OEM), they
cannot be used in a WebCTRL® system without the creator's
permission. However, the creator can produce a key for a system with
a different license that will grant permission to the key's recipient.
If you receive a key, put it in the WebCTRL X.X\resources\keys
folder. The table in the Permissions section of the Security page
shows all keys in the that folder. To activate a key, click Add, then
browse to the key.
To delete a key from your system, select the key in the table, then
click Delete.
Red text in the table indicates the key has a problem such as it does
not apply or has expired. See the Notes column for an explanation.

Communications tab
The fields on this tab let you define controller communication with the WebCTRL Server application and
BACnet network communication.

Field Notes
WebCTRL Server BACnet The BACnet identifier for the system's server and the alarm recipient.
Controller Instance You enter these system properties in SiteBuilder.
and
BACnet Alarm Recipient
Instance
Always upload properties Automatic uploads are listed in the Audit Log.
from controllers to WebCTRL If you do not check this field, properties must be manually uploaded
database on mismatch or downloaded by the operator when a mismatch occurs.
NOTE If an automatic upload fails and the operator chooses to do
nothing at that time, the upload will be attempted again when he
returns to the page where he encountered the mismatch.
Ignore incoming alarms from The WebCTRL® application will ignore alarms from third-party
sources not in this database devices not in the database or devices from other WebCTRL®
systems on the same network.
BACnet Settings Native WebCTRL® system only
Log BACnet Binding Conflicts The WebCTRL® application uses BACnet (dynamic) binding for
communication between devices unless your system uses NAT
routing. If using NAT, the WebCTRL® application uses information in
its database to bind to BACnet devices.
When checked, the WebCTRL® application logs binding conflicts that
result from duplicate network numbers or device IDs.

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Scheduled Tasks tab

Field Notes
Automatically delete alarm An incident group is all alarms related to a particular incident, such as
incident groups which have Off Normal, Fault, and Return to Normal.
been closed for more than NOTE Alarms in an incident group are not deleted until all alarms in
___ days the group have been closed.
Archive alarm information Writes alarm information to a text file.
upon alarm deletion
Archive file The default file is eventdel.txt stored in
WebCTRL\webroot\<system_name>. You can change the file name
and include a different path.
Archive file format The alarm information to be written to the archive file. To add
information, select field codes in Append Field Code. To delete field
codes, highlight them in the Archive file format box and press Delete.
Automatically delete expired To ensure there are no time zone conflicts, the WebCTRL®
schedules daily at ___ application waits 2 days after a schedule expires to delete it.
Remove expired historical Deletes trend data that has been in the database longer than then
trends daily at ____ time you specified in the previous field.
Enable time synchronization Automatically synchronizes the time on all equipment to the time on
of controllers daily at____ the server, adjusting for different time zones and Daylight Saving
Time. We recommend that you check this field.
The WebCTRL® application will send a daily time sync message to
each IP network device that is in the system database. IP devices not
in the database will not be synchronized. For all ARC156 or MS/TP
networks in the database, the WebCTRL® application will send a
broadcast time sync message. All devices on these networks will be
synchronized, regardless of whether or not the devices are in the
database.

CAUTIONS
• Make sure that your server’s time and time zone setting are
correct.
• Make sure that each site’s time zone setting in SiteBuilder is
correct.
• To prevent time sync problems when the transition to and from
Daylight Saving Time occurs, set the time sync to occur at least 1
hour after the last controller in the system is adjusted for DST.
For example, your server and part of your system is in the Eastern
Standard Time zone, but you also have controllers in the Pacific
Time zone. Your server is adjusted for DST at 2:00 a.m. Eastern
Standard Time, but the controllers in the Pacific Time zone are
not adjusted until 3 hours later. So you would set the time sync to
occur daily at 6:00 a.m. or later.

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Field Notes
NOTES
• You can disable this function for an individual site on the site’s
Properties page. See To set up site properties (page 167).
• You can perform system-wide time synchronizations using the
Time Sync button on the General tab (page 159). Or, you can
synchronize individual devices using the Time Sync button on the
devices' Properties page.
• Between time sync broadcasts, Automated Logic® routers
include time sync information in each color request to the devices
below the router. This ensures devices without a battery-backed
clock will get the time shortly after powering up.

Daylight Saving tab


On this tab, you can adjust the Daylight Saving Time settings for WebCTRL Server.
Click Update to automatically set the table's Begin and End dates for the next 10 years based on the
system's timezone. This marks all controllers with ExecB drivers for a Parameters download.

If the updated dates are incorrect


If you clicked Update but the dates are incorrect, your system's Java timezone data may be out-of-date.
Do the following:
1 Go to the Oracle Java SE Download site (http://java.sun.com/javase/downloads).
2 Download the JDK DST Timezone Update Tool (tzupdater-.zip).
3 In the WebCTRL® interface, go to System Settings > Daylight Saving, then click Import.
4 Browse to the tzupdater.zip file, select it, then click Open.
5 Click Continue.
6 Restart the WebCTRL Server application.
7 On the System Settings > Daylight Saving tab, click Update.

NOTE If you have sites in different time zones that use Daylight Saving Time, you can click View DST
Dates on the site's Properties page to see DST information and time change dates.

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Add-ons tab
A WebCTRL® system supports add-ons, such as EnergyReports, that retrieve and use the WebCTRL®
data.

To install an add-on
1 Save the add-on's file (.addon or .war) to your computer.
2 On the System Settings > Add-ons tab, click Browse, and then open the file.
3 Click Install. After a few seconds, the add-on will appear in the Installed table, and will be enabled.
The table below gives a description of each column.

Column Notes
Name The add-on's name.
Path To open the add-on in a web browser, append this path to your
WebCTRL® system's address.
For example, to open EnergyReports, type:
http://<system_name>/EnergyReports, or
http://<system_IP_address>/EnergyReports
Version The version is shown if the author provided the information in the
add-on.
Status If this column shows:
• Running, you can open the add-on in a web browser.
• Disabled, click Enable to run the add-on.
• Startup error, select the table row to see an
explanation of the error under Details.

4 Select an add-on in the Installed table to disable or enable it, or to see the following Details.

Add-on Click the main page link to open the add-on, if the author provided
main page a main page.
Description A description of the add-on, if the author provided one
Vendor Name The add-on's author
Public Data Directory This public directory contains data generated by the add-on. This
data is visible in a web browser.
Private Data Directory This private directory contains information such as configuration
data.

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To back up the add-on's private and public data directories
NOTE This procedure will not back up data stored in an external database. For example, EnergyReports
uses an external database.
1 Select the add-on in the table.
2 Click Save Data.
3 Click OK.
4 Click Save.
5 Select the location where you want to save the data, then click Save.

To update an add-on
NOTE Add-ons for WebCTRL® v6.0 or later systems have a different folder structure than previous
versions.
1 Select the add-on in the table.
2 Click Remove Add-on and Keep Data
3 Follow the procedure above to install the new version of the add-on.

To uninstall an add-on
1 Select the add-on in the table.
2 Click Remove Add-on and Data.

To set up site properties


1 On the Network tree, select the site.
2 Click Properties.
3 Configure site properties.

Field Notes
Enable Timesync Daily synchronizes the time in the site's controllers with the server's time,
adjusting for different time zones and Daylight Saving Time. Synchronization
occurs each day at the time specified in the field Enable time synchronization
of controllers daily at on the System Settings > Scheduled Tasks (page 164)
tab.

CAUTION Make sure that your server’s time and time zone setting are
correct. Also, make sure that the site’s time zone setting is correct in
SiteBuilder.
View DST Dates If the site's time zone (set in SiteBuilder) uses Daylight Saving Time, you can
click View DST Dates to see DST information and time change dates.
Group Cache The designated router where colors are cached when peer caching is enabled
Controller in SiteBuilder.

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To register your WebCTRL® software
To register your software, you must obtain a registered license from Automated Logic® and then apply
it in the WebCTRL® interface. You can apply it when you install the software or at a later time.
1 Go to http://accounts.automatedlogic.com.
2 Select Support > Software Licenses > BAS License Manager - For WebCTRL 2.5 and later.

3 Your unregistered license will show on the right side of the blue bar. Expand the blue bar.
4 Click on the row that shows unregistered in the Registration Status column.
5 Fill in the fields under Owner Information and Site Information.
6 Click Register License.
7 Check I agree to the terms of use.
8 Click Download License, then save the license file to a disk or to your hard drive.
9 Apply your license:
○ During the WebCTRL® installation—The installation requests the location of your license file.
Browse to location where you saved it in step 4 above.
○ After the installation—
a. On the WebCTRL® System Configuration tree, select License Administration.
b. Browse to the license file.
c. Click Apply.
d. Restart the WebCTRL Server application.

NOTES
• Do not edit any part of this registered license file. Editing a license file invalidates the license.
• Store the license in a safe location.

To replace the license when adding features


You can add any of the following optional WebCTRL® packages to your system:
• Advanced security: Location-dependent operator access, configurable password policies, and
required operator comments/verification for system changes
• Advanced reporting: Custom reports
• Advanced Alarming: Additional alarm actions

You can purchase an optional package at http://orders.automatedlogic.com. Select Options under


Software Products.

To obtain an updated license and then apply it in the WebCTRL® interface:


1 Go to http://accounts.automatedlogic.com.
2 Select Support > Software Licenses > WebCTRL 2.5 and later (BAS License Manager).

3 Your unregistered license will show on the right side of the blue bar. Expand the blue bar.
4 Click on the row that shows unregistered in the Registration Status column.
5 Fill in the fields under Owner Information and Site Information.
6 Click Register License.
7 Check I agree to the terms of use.

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8 Click Download License, then save the license file to a disk or to your hard drive.
9 To replace your license, on the WebCTRL® System Configuration tree, select License
Administration.
10 Browse to the license file.
11 Click Apply.
12 Restart the WebCTRL Server application.

TIP Back up your system (page 145) before replacing your license.

Adding links or text to the WebCTRL® login page


You can add links or text, such as a disclaimer, to the login page.

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To add links to the login page
1 In a text editor such as Notepad, type 2 lines for each link that you want on the login page.
Line 1: link#.text=<the link text that is to appear on the login page>
Line 2: link#.url=<the link's address>
NOTE link#.text and link#.url must be lowercase.

Example to add links shown above:

2 Save the file with the following name and location.


File name: extra_login_links.properties
Location: WebCTRLx.x\webroot\<system_name>

To add text to the login page


1 In a text editor such as Notepad, type the text that you want on the login page.

Example to add text shown above:

2 Save the file with the following name and location.


File name: legal_disclaimer.txt
Location: WebCTRLx.x\webroot\<system_name>

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Editing a system remotely

Editing the Geographic or Network tree


In the WebCTRL® interface, you can edit the Geographic or Network tree that was originally
set up in SiteBuilder. The system database is updated immediately.
Right-click an item on the Geographic tree, then select Set up Tree. Click Geographic or
Network to display the tree you want to edit.

Click this Or use this To...


button... shortcut...
Add an area as a child of the selected area. (Geographic tree only)

Import a clipping that was saved in SiteBuilder. See To import a


clipping (page 172) below.
Ctrl+X Cut a selected item so it can be pasted in another location in the
tree. (Geographic tree only)
Ctrl+V Paste an item that was previously cut from another location in the
tree. The item will be pasted as a child to the selected item.
(Geographic tree only)
Up arrow, Move the selected item up the tree to a new location. (Geographic
or tree only)
Drag and drop in
new location
Down arrow, Move the selected item down the tree to a new location.
or (Geographic tree only)
Drag and drop in
new location
Rename the selected item.

Delete Delete the selected item. The item and all of its children will be
deleted.
Double-click the Edit the item's features such as:
tree item • names
• view—See To attach a graphic in the WebCTRL® interface (page
32)
• control program—See Working with control programs in the
WebCTRL® interface (page 176)

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CAUTIONS
• Make a backup of your system before making changes.
• Make changes carefully as they cannot be undone.

NOTES
• You can also right-click items in the Set up Tree dialog box to perform the above tasks.
• You can perform some of the above actions on multiple tree items simultaneously. Use Ctrl+click,
Shift+click, or both to select multiple items.

To import a clipping
You can export a clipping (a portion of a system) in SiteBuilder and then import it in the WebCTRL®
interface. The following items are imported:
• One or more selected Geographic and Network tree items including attached control programs,
graphics, and drivers
• Reports
• Trend data (if included in the clipping)
• Alarm templates and categories
• Location-dependent security information
• Schedules and schedule group membership (including the entire schedule group and schedules, if
it does not exist in the target system)
• Alarm actions
• Alarm message prefixes and suffixes
• Source tree relationships (including source tree rules if the source tree does not exist in the target
system)

To import a clipping:
1 Right-click an item on the Geographic tree, then select Set up Tree.

2 Click the Import clipping button .


3 Browse to and select the clipping you want to import, then click Next.
4 Optional: If necessary, you can change the location path where the clipping will be imported. Select
the system fragment, then select the import location in the tree below.
5 Click Next.
6 If asked if you want to replace event templates, follow the on-screen instructions.
7 If asked if you want to overwrite components, follow the on-screen instructions.
8 The interface shows any conflicts and problems that were found during the import. Make any
needed corrections in SiteBuilder.
NOTE Click Copy to Clipboard and then paste the list into another program such as Notepad for
viewing or printing.
9 Click Next.
10 Click Finish.
11 Do any of the following that apply.

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If you imported... Do the following in the SiteBuilder Do the following in the
application... WebCTRL® application...
Another site into the system Change the new site's BACnet/IP Download All Content to all
network number to be the same as Automated Logic® IP routers in
the other BACnet/IP network(s). the system.

A second BACnet/IP network Move the items under the new Download Parameters to any
into a site network to the original BACnet/IP controllers that you moved.
network, then delete the new
network.

Any controllers that use the N/A Download BBMDs to the routers.
SiteBuilder option
Automatically Configure My
BBMDs
Any controllers that use N/A Update the routers' BBMD tables.
manually configured BBMD See "To set up BBMDs through
tables the WebCTRL® interface"
or
"To set up BBMDs using the
BBMD Configuration Tool"
in WebCTRL® Help.
A clipping without trends into N/A Restart IP connection(s) to new
a system using NAT devices.

Managing files on a remote WebCTRL® server


A WebCTRL® system supports WebDAV, a network protocol designed for managing remote server files
through an Internet connection. Use a third-party WebDAV client application, such as WebDrive, to
access the Internet from anywhere in the world and manage your system files residing on a distant
WebCTRL® server.

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Running WebCTRL Server as a Windows® service
For Windows 7, 8, 2008, 2012, and Vista
Run WebCTRL Server as a Windows service if you want WebCTRL Server to automatically start up when
the server computer is restarted.

NOTE If your WebCTRL® system uses a database other than Derby and the database is located on the
same computer as WebCTRL Server, you must set up Windows to delay starting WebCTRL Server until
the database service has started. See "How to delay loading of specific services"
(http://support.microsoft.com/kb/193888) on the Microsoft® website.

To install WebCTRL® Server service


NOTE If you are not sure if the service was previously installed, see To determine if WebCTRL Server
service is installed (page 176).

1 In the Windows Start menu, select All Programs > Accessories.


2 Right-click Command Prompt, then select Run as administrator.
3 Select Yes in the User Account Control message.
4 In the Command Prompt window, type: cd <path to the WebCTRL install directory>
For example, type: cd c:\WebCTRLx.x
replacing x.x with your current version number.
5 Press Enter.
6 Type: "WebCTRL Service.exe"
7 Press Enter.

To start WebCTRL® Server as a Windows service


1 In the Windows Start menu, select Control Panel.
2 Select Administrative Tools, then double-click Services.
3 In the Services (Local) list, double-click WebCTRL Service X.X.
4 In the Startup type drop-down list, select Automatic.
5 On the Log On tab, do one of the following:
○ For Windows Vista, 2008 and 2012, select This account, and then browse to select a user who
is a member of the Administrator Group on that computer.
○ For Windows 7 and 8, select Local System account.
6 Optional: If you selected Local System account in step 5 and you want to be able to access
WebCTRL Server on the server computer's desktop, check Allow service to interact with desktop.
NOTES
○ If you do not check this field, the computer screen will give no indication that WebCTRL Server
is running; you must view the computer's Services page to see if it is running.
○ This checkbox applies only to a user logged in on the server. A Windows Remote Desktop user
cannot access WebCTRL Server running as a service.
○ If you check this field, you cannot use the instructions below to set up printing to a network
printer. Ask your Network Administrator to set up Local System account to use a network
printer.

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○ If you check this field and the WebCTRL® application is to run email alarm actions, ask your
Network Administrator to set up Local System account to send emails.
7 On the General tab, click Start.
8 Click OK.
NOTE If WebCTRL Server does not start after you click Start, you may have a Windows permissions
problem. Follow the procedure below in To set up the WebCTRL service for network printing (page 175)
to set up the Windows user name and password.

To set up the service for network printing


If WebCTRL Server runs as a service on a computer that is using a network printer, you must set up the
Windows user name and password for the service. The Print alarm action requires this setup to be able
to print.
1 In the Windows Start menu, select Control Panel.
2 Select Administrative Tools > Services.
3 Double-click WebCTRL Service x.x.
4 On the Log On tab, select This account.
5 Browse to the computer's domain, then select the user that the service will log in as.
NOTE Contact your network administrator if you need help determining the domain.
6 Type the user's password in the Password and Confirm password fields.

To stop or uninstall WebCTRL® Server service


To stop WebCTRL Server service
1 In the Windows Start menu, select Control Panel.
2 Select Administrative Tools, then double-click Services.
3 In the Services (Local) list, double-click WebCTRL Service X.X (where x.x is the WebCTRL version
number.
4 In the WebCTRL Service x.x Properties dialog box, click Stop on the General tab.
5 Click OK.

To uninstall WebCTRL Server service


1 In the Windows Start menu, right-click Command Prompt, then select Run as administrator.
2 Select Yes in the User Account Control message.
3 In the Command Prompt window, type: cd <path to the WebCTRL install directory>
For example, type: cd c:\WebCTRLx.x
4 Press Enter.
5 Type: "WebCTRL Service.exe" -remove
6 Press Enter.

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To determine if WebCTRL® Server service is installed
If you do not know if the service was previously installed, follow the appropriate steps below.

1 In the Windows Start menu, right-click Command Prompt, then select Run as administrator.
2 Select Yes in the User Account Control message.
3 In the Command Prompt window, type: cd <path to the WebCTRL install directory>
For example, type: cd c:\WebCTRLx.x
4 Press Enter.
5 Type: "WebCTRL Service.exe" -check
6 Press Enter.

Working with control programs in the WebCTRL® interface


A control program is typically defined in SiteBuilder when the system is engineered, but you can do the
following in the WebCTRL® interface. These changes require you to download (page 44) the controller.

• Add a control program to a controller (page 176)


• Replace an existing control program (page 177)
• Retrieve a control program from the WebCTRL®, edit it in EIKON®, and then return the edited
program to the server (page 178)
• Reload a revised control program located in webroot\<system>\programs.
On the WebCTRL® Geographic tree, right-click the equipment, then select Reload Control
Program. Reloading updates all instances of a control program throughout the system and marks
the controller(s) for download. WebCTRL® determines the appropriate download option (page 44)
based on what changed in the control program.

NOTE If you change a control program in the EIKON® application and it does not display correctly in
the WebCTRL® interface, Ctrl+right-click the WebCTRL® action pane, and then select Refresh.

To add a control program to a controller


1 Select the controller on the WebCTRL® Network tree.
2 On the Devices page > Manage tab, click the Add Control Program button.
3 Type a Display Name for the control program.
4 Select the Controller that you are adding the program to.
5 Optional: You can change the control program's Reference Name if needed.
6 Optional: You can select a different Icon.
7 Do one of the following:

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If the control program is...
In the Control Program drop-down list Select the control program.
Not in the Control Program a. Click Add New.
drop-down list b. Browse to select the control program.
c. Click Open.
d. Click Continue.
e. Click Close.

8 Optional: Check Require operator to record any changes to control program. See Recording
reasons for edits (21 CFR Part 11) (page 135).
9 Click Accept.
10 Download All Content (page 44) to the controller.

NOTES
• You can click Delete Unused in the Control Programs section to delete all unattached control
programs and any supporting files with the same name from the programs folder.
• In the Add Control Program dialog box, you can also attach or remove a .view file that will be
displayed in the WebCTRL® interface for the control program.
• If you need to change a control program's Object Instance number, right-click the control program
in the navigation tree, and then select Configure. Click next to the field for additional
information.

To replace an existing control program


1 Right-click the control program on the WebCTRL® navigation tree, then select Configure.
2 The following steps are optional:
a) Change the Display Name for the control program.
b) Change the control program's Reference Name if needed.
c) Select a different Icon.
3 If the system has other control programs of this type, select which control programs you want to
change.

NOTES
○ If you are changing an IP router's control program, the second option will change all control
programs of this type only on the IP network.
○ If you are changing a control program on the network below an IP router, the second option will
not change control programs of this type in the router.
4 Do one of the following:

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If the control program is...
In the Control Program drop-down list Select the control program.
Not in the Control Program a. Click Add New.
drop-down list b. Browse to select the control program.
c. Click Open.
d. Click Continue.
e. Click Close.

5 Optional: Check Require operator to record any changes to control program. See Recording
reasons for edits (21 CFR Part 11) (page 135).
6 Click Accept.
7 Download All Content (page 44) to the controller.

NOTES
• You can click Delete Unused in the Control Programs section to delete all unattached control
programs and any supporting files with the same name from the programs folder.
• In the Add Control Program dialog box, you can also attach or remove a .view file that will be
displayed in the WebCTRL® interface for the control program.

To edit a control program


On a WebCTRL® client, you can get a copy of a control program from the server, edit it, then put it back
on the server.

To get the control program


1 Right-click the equipment on the WebCTRL® Geographic or Network tree, then select
Configure.
2 In the Control Programs section, click Edit Existing.
3 Click Save as.
4 Browse to the folder you want to put the file in.
5 Click Save.
6 Click Close.

To put the edited control program back on the server


1 Right-click the equipment on the WebCTRL® Geographic or Network tree, then select
Configure.
2 In the Control Programs section, click Add New.
3 Browse to select the control program.
4 Click Open.
5 Click Continue.
6 Click Close.
7 Click Close again.

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Working with drivers in the WebCTRL® interface
A controller's driver is defined in SiteBuilder when the system is engineered, but you can make the
following changes in the WebCTRL® interface.
• Change the driver settings. See "Setting up the driver" in the controller's Technical Instructions.
• Change or upgrade a driver. See topic below.
• Reload a driver if it becomes corrupt (for example, a driver page is missing in the WebCTRL®
interface). On the WebCTRL® Network tree, right-click the controller or driver, then select
Reload Driver. Reloading updates all instances of the driver throughout the system and marks the
controller(s) for an All Content download. Changes you made on the driver pages in the WebCTRL®
interface remain in effect.
After you make these changes, you must download All Content (page 44) to the affected controller(s).
NOTE You can also make these changes in SiteBuilder. See "To change or upgrade a driver" in
SiteBuilder Help.

To change or upgrade a driver


1 On the WebCTRL® Network tree, right-click the controller, then select Configure.
2 If other controllers in the system use this driver, select which controllers you want to change.

3 Do one of the following:

If the driver is...


In the Driver Version drop-down list a. Select the driver.
b. Click Accept.
Not in the Driver Version drop-down list a. Click Add.
b. Browse to select the driver.
c. Click Open.
d. Click Continue.
e. Click Close.
f. Click Close again.

4 Download All Content (page 44) to the controller.

NOTE You can click Delete Unused in the Controller section to delete all unused drivers in
WebCTRLx.x\webroot\<system_name>\drivers.

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Working with touchscreen or BACview® files in the WebCTRL®
interface
To use a touchscreen device or BACview® device to view or edit a controller's property values, you must
download a screen file (.touch, .bacview, .S37, or.kpd) to the controller. The screen file is typically
defined in SiteBuilder and downloaded with the initial download to the controller, but you can select a
different file in the WebCTRL® interface.

To select a different screen file


1 On the WebCTRL® Network tree, right-click the controller, then select Configure.
2 If other controllers in the system use the current screen file, select which controllers you want to
change.

3 Do one of the following:

If the screen file is...


In the Screen file drop-down list a. Select the file.
b. Click Accept.
Not in the Screen file drop-down list a. Click Add.
b. Browse to select the screen file.
c. Click Open.
d. Click Continue.
e. Click Close.
f. Click Close again.

4 Download All Content (page 44) to the controller.

NOTE You can click Delete Unused in the Screen File section to delete all unused screen files in:
• WebCTRLx.x\webroot\<system_name>\views
• WebCTRLx.x\webroot\<system_name>\programs

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To edit a screen file on a WebCTRL® client
On a WebCTRL® client, you can get a copy of a screen file from the server, edit it, then put it back on
the server.

To get the screen file


1 On the WebCTRL® Network tree, right-click the controller that uses the screen file, then select
Configure.
2 Under Screen File, click Edit.
3 Click Save as.
4 Browse to the folder you want to put the file in.
5 Click Save.
6 Click Close.

To put the edited file back on the server


1 On the WebCTRL® Network tree, right-click the controller that uses the screen file, then select
Configure.
2 Under Screen File, click Add.
3 Browse to select the file.
4 Click Open.
5 Click Continue.
6 Click Close.
7 Click Close again.

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Setting up a system for non-English languages
English is the WebCTRL® default language, but you can set up your system to display a different
language. You can also set up multiple languages so different operators can view the system in
different languages.
Follow the procedures below to display the WebCTRL® interface in non-English languages.
1 Install a language pack (page 182).
2 Prepare your workstation for non-English text (page 182).
3 Create control programs and translation files (page 184).
4 Create graphics (page 186).
5 Create your system in SiteBuilder (page 189).
6 Set an operator’s language in the WebCTRL® interface (page 190).

Installing a language pack


A language pack translates the text in the WebCTRL® interface. A WebCTRL® system is installed with
an English language pack. To download other language packs:
1 Go to http://accounts.automatedlogic.com/download.
2 Under Software Products and Updates, select v# language packs, where # is your WebCTRL
version.
3 Select the language you want.
4 Follow the instructions under To install this language pack.
NOTE If you create a system by copying an existing system that uses language packs, install the same
language packs on the new system.

Preparing your workstation for non-English text


NOTE The instructions below are for a Windows XP operating system. If you have a different operating
system, see your system's Help for instructions.

Set up your workstation so you can type international characters in control programs, graphics, or
SiteBuilder.
1 Install the appropriate fonts for the languages you will be using. In the Windows Control Panel,
open Fonts, select File > Install new fonts.
2 In the Control Panel, open Regional and Language Options, then select the Input language.

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3 Install an Input Method Editor (IME) for non-alphanumeric characters.

See your operating system's Help for more information.

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Creating control programs and translation files for a non-English system
To have the WebCTRL® interface display a control program’s user-defined text (such as microblock
names and property text) in a non-English language, you must:
1 Create the control program using key terms instead of the text.
2 Create translation files of key terms and their language-specific equivalents.
In the WebCTRL® interface, the key term is replaced with its equivalent in the translation file for the
current operator language. If a WebCTRL® Properties page or Logic page shows ??key term??, the key
term is missing from the translation file.

NOTE To edit existing control programs or translation files, see Editing translation files or control
programs for a non-English system (page 190).

To enter a key term in the EIKON® application


In the EIKON® Property Editor, type @ before each key term.

NOTES
• Type only the key term in the EIKON® application. Expressions such as $present_value$ are put in
the translation file as part of the translated text. See EXAMPLES in "Translation files" below.
• Key terms can contain only alphanumeric characters and underscores (no spaces) and cannot
start with a number.

Translation files
Translation files are used to translate key terms in control programs. A translation file contains key
terms and their language-specific equivalents.
For a non-English system, you must create an English translation file and a non-English translation file*
for each of the following:
• Each control program
• Key terms used in multiple control programs

EXAMPLES
Translation files Key term=Language-specific equivalent
English This_value=This value is $present_value$
Zone_temp=Zone temperature
Spanish This_value=Este valor es $present_value$
Zone_temp=Temperatura de zona
*If the WebCTRL® interface will display multiple non-English languages, create a translation file for
each language.

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To create and implement a translation file
Create your translation file in a text editor, such as Microsoft® Word, that supports the character
encoding you need.
1 Type one key term and language equivalent per line, left justified, starting in column 1. Do not put
spaces on either side of the equal sign.
2 Save the file using the appropriate file name and location in the table below.

If key terms are used in... the file name is... File location
A single control program <any_name>_xx.native* Any location
Multiple control programs equipment_xx.native* WebCTRL\webroot\
<system_name>\resources
* xx = the language extension code. See "Extension codes and encoding" below.

If you are using:


○ the English character set, save the file as Text only.
○ a non-English character set, save the file as Encoded text . (See your application’s help for
information on saving files as encoded text.) When prompted for the language and encoding,
see “Extension codes and encoding” below.

3 Open the control program in the EIKON® application, then select Control Program > Bundled
Resources.
4 Click , locate and select the translation file(s) for this control program, then click Open.
NOTES
○ Do not add equipment_xx.native files that you created for multiple control programs.
○ You can use Ctrl+click or Shift+click to select multiple files.
5 Save the control program. The translation files are embedded in the control program; the original
files are no longer necessary.

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Extension codes and encoding
Language Extension codes Encoding*
Brazillian Portuguese pt_BR ISO-8859-1

English en ISO-8859-1

Canadian French fr ISO-8859-1

French fr_FR ISO-8859-1

German de ISO-8859-1

Italian it ISO-8859-1

Japanese ja EUC-JP

Korean ko EUC-KR

Russian ru KOI8_R

Spanish es ISO-8859-1

Swedish sv ISO-8859-1

Simplified Chinese zh GB2312

Traditional Chinese zh_TW Big5

Thai th TIS620

Vietnamese vi Cp1258
* Encoding is used when you create the translation file.

Creating graphics for a non-English system


To create a non-English graphic in ViewBuilder:
1 Set the language font (page 187).
2 Create the graphic. (page 187)
3 Save the .view file.
NOTE The names of your .view file and any inserted image files must contain only ASCII characters.

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Setting the language font
If your system has language packs installed, you can select a font for each language. Your selection
affects only how text in your graphic appears in ViewBuilder.

To set the font for each language


1 Select Configure > Preferences > Graphic (.view).
2 On the Language tab, check the language that you want to be the default for all new graphics.

To select the default language font for all new graphics


In the Preview Font column, click the font name to select a different font.

To select the active language when creating a view


If you will use multiple language fonts in a single view, you can switch to a different language font as
follows:
1 Select Configure > View Properties.
2 In the Language field, select the language you want to use.
3 Click OK.

To create a Non-English graphic


The method you use to create a graphic that will be displayed in a non-English WebCTRL® system
depends on the following:
• If the WebCTRL® system will display only a single non-English language, create the graphic in that
language.

• If the WebCTRL® system will display multiple non-English languages, use either of the following
methods:
○ Create the graphic in layers (one layer for each language), and then assign a show/hide
conditional expression (see format below) to each layer so that it displays in WebCTRL® based
on the operator language. See "To show/hide a layer in the WebCTRL® interface" in
ViewBuilder Help.
○ Create each piece of the graphic in the different languages, and then assign a show/hide
conditional expression (see format below) to each piece so that it displays in WebCTRL® based
on the operator language. See "Setting objects on a graphic to show/hide in the WebCTRL®
interface" in ViewBuilder Help.

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Show/Hide conditional expression format
$$operator_language$$='language'
where language is the language code from the list below.

For example, the conditional expression to display French would be:


$$operator_language$$='fr_FR'

Language Language code


Brazillian Portuguese pt_BR

English en

Canadian French fr

French fr_FR

German de

Italian it

Japanese ja

Korean ko

Russian ru

Spanish es

Swedish sv

Simplified Chinese zh

Traditional Chinese zh_TW

Thai th

Vietnamese vi

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Creating a non-English system in SiteBuilder

To choose the language(s) for your system


1 In SiteBuilder, select Configure > Preferences.
2 Select the Language tab.
3 Under Supported Languages, select each language that you want to be available in your system.
NOTE This list shows all installed language packs. To install additional languages, see Installing a
language pack (page 182).
4 In the System field, select the system Language (page 189).
5 Click OK.
6 Save your database.

To create your system


To create your system in each language that the system will display:
1 In SiteBuilder, select Configure > Preferences.
2 Optional: The Font tab shows the font that will be displayed in SiteBuilder for each language that
you selected on the Language tab. To change a font, click on the name in the Preview Font column,
then make a new selection.
3 On the Language tab, select a language in the Current Session field.
4 Click OK.
5 Create your system.
6 Save your database.
7 If your system will display multiple languages:
a) Select Configure > Preferences, select the Language tab, and select another language in the
Current Session field.
b) Re-enter all node names and display names in the current language.
c) Save your database.
d) Repeat steps a. through c. for each additional language the system will display.

System language
The system language is used for:
The default language for new operators
Alarms sent to the database
State text and object names downloaded to the field
The default login page *
All other information is displayed in the operator’s language, which may be different than the system
language. See To set an operator’s language in the WebCTRL® interface (page 190).
* You can change the language shown on the WebCTRL® login page by selecting a different language
from the list below the Password field.

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To set an operator’s language in the WebCTRL® interface
An operator can change their language preference in the WebCTRL® interface.
1 On the System Configuration tree, select My Settings.
2 Under Preferences, select the Language in the drop-down list.
3 Click Accept.

Editing translation files or control programs for a non-English system


If you add or edit a key term in a control program, be sure to make the same change in the translation
file. See Creating control programs and translation files (page 184).
If you make changes after attaching a control program in SiteBuilder, do one of the following:
• If you changed text only in a control program or its translation file, right-click the control program on
the Geographic tree, then select Rebuild Equipment Pages.
• If you changed logic in the control program, right-click the control program on the Geographic tree,
then select Reload Control Program.

To edit a bundled resource


The EIKON® application bundles (embeds) the translation file(s) for a control program into the
.equipment file. See steps 3 through 5 in To create and implement a translation file (page 185). To edit
a bundled translation file:
1 Open the control program in the EIKON® application.
2 Select Control Program > Bundled Resources.
3 Select the file, then click to save it to your hard drive.
4 Edit the translation file.
5 In the Bundled Resources dialog box in the EIKON® application, click and select the edited file.
6 Click OK to overwrite the existing file.

Editing an EIKON® for WebCTRL control program in the EIKON® application


To edit a non-English control program that you created in the EIKON® for WebCTRL application:
1 Open the .eiw or .equipment file in the EIKON® application, then make your edits.
2 Select Control Program > Bundled Resources.
3 Verify that the list shows all translation files specifically for the control program. Use the plus or
minus button to add or delete translation files.
NOTE This list shows the translation files in the WebCTRL\webroot\<system_name>\programs
folder. This list should not include translation files for multiple control programs.
4 Click OK.
5 Save the control program. The translation files are bundled with the control program; the original
files are no longer necessary.

NOTE If you need to change a translation file after you save the control program, see To edit a bundled
resource (page 190).

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Copying translation files to another system
To copy most translation files from one system to another, you copy the files in the source system and
paste them into the same folders in the destination system.
However, if your source system and destination system have translation files with the same name,
copying and pasting would overwrite the file(s) in the destination system. In this case:
1 Open the source system’s translation file in a text editor, then copy the key terms and translations.
2 Open the destination system’s translation file in a text editor, then paste into it the key terms that
you copied. Remove any duplicate key terms.

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Document revision history

Important changes to this document are listed below. Minor changes such as typographical or formatting
errors are not listed.

Date Topic Change description Code*


6/23/16 What’s new Added “Alarm sound snooze feature” X-TS-CY-E
To receive audible notification of Changed description of Snooze/Silence feature
alarms

* For internal use only

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BACnet/IP • 171
BACview files • 44, 180
Index BBMD • 44, 137
bbmd manual commands • 137
binary schedule category • 62
. browser • 1, 2, 19, 147, 149, 154
.view file • 44 C
A category • 21, 23, 123
Access database • 161 alarm • 73, 74, 79, 101, 102, 107
Access User Category privilege • 123 graphic • 32
action button • 21 schedule • 62
action pane • 21 category privilege • 122
add-ons • 7, 166 checkurls manual command • 137
Admin privilege set • 122, 126 Chrome • 147, 149, 154
advanced password policy • 129, 161 client installs • 23
advanced reporting • 3 clipping • 171
Advanced reporting actions • 3, 79 colors • 28, 29
advanced security • 3, 131, 135 colors in WebCTRL® • 21, 29
alarm actions • 73, 79, 113, 171 compact the database • 145
alarm categories • 73, 102, 103, 107, 171 comstat • 137
alarm messages • 79, 102, 107, 123, 131, control programs • 36, 39, 41, 44, 171, 176
171 controllers • 1, 19
Alarm Notification Client • 80, 159 copy manual command • 137
Alarm Popup alarm action • 79, 80, 159 copying a path • 41
alarm source • 73, 79, 99 cost-saving strategies • 136
alarm templates • 23, 102, 104, 107, 123, CSV (Comma Separated Values) • 115
131, 159, 171 custom reports • 41, 113, 116, 117, 119,
alarms • 73 121
acknowledging • 74 D
alarm actions • 73, 79, 113
archiving deleted alarms • 164 database • 7
changing settings • 73 database, system • 19
deleting • 74, 77, 164 back up • 145
incident groups • 76, 164 database type • 145, 159
simulating • 79, 101 defragment • 146
sounds for alarms • 78, 128 maintenance • 145
viewing • 74 minimize size • 147
All Content download • 44 date format • 159
Apple iPad • 147, 149, 154 Daylight Saving Time • 165, 167
Apple iPhone • 147, 154 default language • 159
apply update • 23 defragmenting the database • 146
arcnet manual command • 137 demand control • 51, 136
audible sounds for alarms • 74, 128 Devices page • 47
audit log • 123, 131, 135, 161, 163 disconnect manual command • 137
automatic logoff • 20, 126, 161 download • 7, 28, 44, 47, 50, 57, 123, 131,
automatically collapse trees • 128 137, 163, 165, 171, 176, 179, 180
autopilot • 144 download manual commands • 137
download options • 44
B Downloads page • 44, 45
Back button • 21 driver • 44, 123, 137, 171, 179
backing up database • 145 E
BACnet alarm recipient intance • 163
BACnet binding conflicts • 163 editing a graphic • 33
BACnet devices • 2 effective schedule • 60
BACnet routers • 2

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EIKON® • 4, 36, 39, 51, 62, 73, 99, 102, languages • 128, 159, 182, 186
137, 176, 182 layering objects • 7
energy consumption • 51, 136 layers • 7
Equipment Summary report • 113, 116 license • 23, 168
Equipment Values report • 113, 117 links • 24, 169
EquipmentBuilder • 4 local privileges • 131, 134
error indicator • 21 local variables • 7
errors • 28, 144 location-dependent operator access • 122,
event recipient instance • 163 131, 161, 171
location-independent operator access • 122,
F 131
FDD alarms • 7 logging in • 19, 122, 126, 128
Field Assistant • 4, 44 logging out • 20, 126, 137, 161
Field Codes • 106 Logic pages • 30, 39, 51, 52, 123
Firefox • 147, 149, 154 login • 19, 126, 161, 169
floorplans • 28 login name • 126
font • 182, 189 login, failed • 161
logoff • 126
G
M
Geographic tree • 21, 23
global copy • 41, 43, 66, 137 Mac • 147, 149
global modify • 32, 36, 39, 41, 107 maintenance • 145
go manual commands • 137 manual commands • 137
Google Chrome • 147, 149, 154 Manual Commands/Console Operations
Google Nexus • 147, 154 privilege • 123, 137
graphics • 24, 32, 171, 182 markdownload manual commands • 137
attaching graphic files • 32 memory • 65, 66
category • 34, 123 menu button • 21
editing • 33 menu commands • 21
Graphics button • 34 microblock paths • 41
Graphics pages • 30, 32, 52 microblock pop-up • 30, 36, 39, 137
group cache controllers • 167 microblock properties • 30, 36, 39, 41
microblocks • 36, 39
H Display • 7
Microsoft Surface • 147, 154
Help button • 21
Microsoft® Edge • 147, 149
hierarchical servers • 23, 56, 126, 131, 161,
minimize database size • 147
163
mismatch • 7, 50, 137, 163
historical trends • 65, 66, 147, 159, 164
mobile device • 7, 21
hover text • 24
modstat • 137
I modstat manual commands • 137
module memory • 65, 66
index • 62 Mozilla Firefox • 147, 149, 154
interactive thermostat control • 34 MSDE database • 161
Internet browser • 1, 2, 19, 147, 149, 154 multi-state schedule category • 62
Internet Explorer • 7, 147, 149, 154 My Settings • 21, 23, 78, 128, 131
IP address • 137 MySQL database • 145, 161
iPad • 154
iPhone • 154 N
K NAT • 163
navigation pane • 21, 26
keyboard shortcuts • 171 navigation tree • 21, 26
navigation, WebCTRL® • 21
L Network tree • 21, 23
labels • 39 Nexus phone • 147, 154
language pack • 182 non-English system • 182, 186, 190

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Notify all users • 20 automatically download schedules • 128
notify manual command • 137 categories • 62
deleting expired schedules • 147, 164
O groups • 56, 58, 171
operating system • 154 occupancy • 57, 62
operator access • 122, 129, 131 reports • 113
operator groups • 23, 122, 126 setting up • 56, 57
operators • 23, 122, 126, 131, 133, 161 viewing • 56
optimal start • 51, 56, 136 Schedule Groups tree • 21, 23
optional packages • 3 screen file • 180
Oracle database • 161 secure socket layer (SSL) • 156
Security Assignments Report • 131
P security policy • 161
Send Alphanumeric Page alarm action • 79,
parameters • 44
86
paramupload manual command • 137
Send E-mail alarm action • 79, 89
password • 7, 122, 126, 128, 129
Send SNMP Trap alarm action • 79, 91
password policy • 126, 129, 161
Server • 2, 19
paths • 41, 159
service packs and patches • 123, 126
pdf • 115
setdefault manual command • 137
Permissions • 161
setgcm manual command • 137
PostgreSQL • 145, 161
setpoint optimization • 51, 136
Print alarm action • 79, 83, 174
shortcuts, mouse and keyboard • 171
printing • 28
Show/Auto-hide button • 21
priority level • 57
showhistory manual command • 137
privilege set • 23, 122, 126, 131, 132
shutdown manual command • 137
assigning to an operator • 126, 128, 133
site properties • 167
privileges • 21, 41, 122, 123, 131, 132
SiteBuilder • 4
Propagate To Server alarm action • 79, 84
smart phone • 7, 21, 147, 154
properties • 36, 39, 41
SNMP • 79
Properties pages • 7, 30, 36, 44, 46, 52
SOAP • 123
protocol • 2
source files • 44, 159
R source trees • 171
SQL Server database • 7, 161
rebootserver manual command • 137 SSL • 7, 156
rebuild manual command • 137 starting location • 126, 128
reload a driver • 7, 179 starting page • 126
reload control programs • 7, 137, 176 starting the WebCTRL Server • 19
reload manual command • 137 starting WebCTRL® • 19
remote file management • 161, 173 status values • 65
report categories • 121 synchronize time • 159, 164, 167
report design, saving • 120 System Configuration tree • 21, 23
reports • 113, 171 system database • 19
categories • 121 back up • 145
custom • 113, 116, 117, 119, 121 database type • 145, 159
reset to defaults • 39 defragment • 146
restartmodule manual command • 137 maintenance • 145
right-click menus • 27 minimize size • 147
rnet here manual command • 137 system language • 159
Run External Programs alarm action • 79, 85 system maintenance • 145
system name • 159
S System Settings • 23, 159
Safari • 147, 149, 154 System-wide alarms button • 21
schedule • 44, 56, 57, 62, 136, 171 system-wide privileges • 126, 131, 132

T
tab • 21

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tables • 7 Z
tablet • 21, 147, 149, 154
TCP ports • 80 zones • 51
Test & Balance • 4 zooming in/out • 26
thermographic colors • 29
Third-Party BACnet Utility • 4
time format (12-hour or 24-hour) • 159
time synchronization • 159, 164, 167
time zone • 164, 165, 167
Time-lapse • 21, 111
timesync manual command • 137
TLS • 7, 156
touchscreens • 44, 180
translation file • 184, 190
tree icons • 24
Trend Conversion Utility • 7
trend data • 40, 65, 66, 71, 159, 164
Trend Samples report • 113, 119
trends • 7, 41, 65, 159
categories • 70
collecting data • 66
creating • 68
enabling historian • 66
historical • 65, 66, 71, 147, 164
trend graph • 68, 71
viewing • 67, 71
troubleshooting • 30, 39, 40

U
upload • 47, 50, 163

V
ViewBuilder • 4
Virtual BACview • 4

W
WAP • 156
WAP devices • 156
WebCTRL Server • 2, 19
shutting down • 19
starting • 19
WebCTRL Server BACnet device instance •
163
WebCTRL® action pane • 21
WebCTRL® client • 2, 147
WebCTRL® navigation • 21
WebCTRL® navigation tree • 21
WebDAV • 161, 173
whoson manual command • 137
Windows service • 174
Write Property alarm action • 79, 92
Write to Database alarm action • 79, 94
Write to File alarm action • 79, 97

X
XLS • 115

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