ION Setup 2 0

User Guide
2.0
Notices
For further assistance please contact us at:
Limitation of Liability
Power Measurement Ltd. (Power Measurement) reserves the right to make changes in the device or its specifications identified in this document without notice. Power Measurement advises customers to obtain the latest version of the device specifications before placing orders to verify that the information being relied upon by the customer is current.
Worldwide Headquarters
2195 Keating Cross Road Saanichton, BC Canada V8M 2A5 Tel: 1-250-652-7100 Fax: 1-250-652-0411 Email: [email protected]
www.pwrm.com
2004 Power Measurement Printed in Canada Revision Date: May 28, 2004 70000-0184-02
Regardless of whether any remedy set forth herein fails of its essential purpose, except to the extent the following limitation is prohibited by applicable law, Power Measurement shall not, in any event or under any legal claim or theory (whether based on contract, indemnity, warranty, tort (including negligence and strict liability) or otherwise), be liable to the original purchaser or any other person or entity for special, indirect, incidental, punitive, liquidated, special or consequential damages whatsoever with respect to any purchased product, including, without limitation, business interruption, loss of use, profit or revenue, even if Power Measurement has been advised of the possibility of such damages. To the extent that a limitation or exclusion of consequential damages are prohibited by applicable law, then Power Measurements liability shall be limited to twice the amount of the relevant purchased product. Not to limit the foregoing, a) Power Measurement shall not be liable for any claim (other than a claim solely for the breach of one of the above Warranties that is made in accordance with the above described procedures) made by the original purchaser, its employees, agents, or contractors for any loss, damage, or expense incurred due to, caused by, or related to any purchased product; and b) the above Warranties are the original purchaser's exclusive remedy and Power Measurement hereby expressly disclaims all other warranties, express or implied, including, without limitation, warranties of non-infringement and the implied warranties of merchantability and fitness for a particular purpose. These limited Warranties shall not apply to any product that has been subject to alteration, accident, misuse, abuse, neglect or failure to exactly follow Power Measurement's instructions for operation and maintenance. Any technical assistance provided by Power Measurement's personnel or representatives in system design shall be deemed to be a proposal and not a recommendation. The responsibility for determining the feasibility of such proposals rests with the original purchaser and should be tested by the original purchaser. It is the original purchasers responsibility to determine the suitability of any product and associated documentation for its purposes. The original purchaser acknowledges that 100% "up" time is not realizable because of possible hardware or software defects. The original purchaser recognizes that such defects and failures may cause inaccuracies or malfunctions. Only the terms expressed in these limited Warranties shall apply and no distributor, corporation or other entity, individual or employee of Power Measurement or any other entity is authorized to amend, modify or extend the Warranties in any way. The information contained in this document is believed to be accurate at the time of publication, however, Power Measurement assumes no responsibility for any errors which may appear here and reserves the right to make changes without notice. ION, ION Enterprise, ION Meter Shop, ION Setup, ION Wire, ION Reader, PEGASYS, PowerView, ION 6200, ION 7300, ION 7330, ION 7350, ION 7500, ION 7600, ION 7700, ION 8300, ION 8400, ION 8500, COM32, COM128, Vista, VIP, Designer, Reporter, MeterM@il, WebMeter, EtherGate, ModemGate, Xpress Card, Feature Packs and smart energy everywhere are either registered trademarks or trademarks of Power Measurement. All other trademarks are property of their respective owners. Covered by one or more of the following patents: U.S. Patent No's 6397155, 6186842, 6185508, 6000034, 5995911, 5828576, 5736847, 5650936, D459259, D458863, D435471, D432934, D429655, D429533. Canadian Patent No's 2148076, 2148075. Other patents pending.
ION Setup Users Guide
Contents
Chapter 1 Using This Manual ........................................................ 7
Conventions Used in this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 PDF Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 List of Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 2
Introduction ................................................................ 15
What is ION Setup Software? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Whats New in ION Setup Version 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Installing ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Chapter 3
Configuring ION Setup ............................................... 19

Starting ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Communicating with Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Single Device Mode and Network Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Using Serial Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Using Modem Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Using COM32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Using COM128 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Using Ethernet Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Using Off-Line Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Using the Settings buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Setting Up Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Applying Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Logging Off or Shutting Down ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . 38
Chapter 4
Using the Network Viewer .......................................... 39

Using the Network Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 ION Setup Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Viewing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Viewing by Site, Group or Both . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Page 3
Chapter 5
Using the Setup Assistant ............................................ 55

Setup Assistant Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Available Setup Assistant Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Template Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Basic Setup Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Security Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Port Settings Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Third Party Protocols Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Clock Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Demand Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 LED Pulsing Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 Energy Pulsing Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Analog Outputs Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Memory Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Load Profile Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 PT/CT Correction Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Transformer Loss Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Time of Use (TOU) Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Power Quality Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Displays Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Writing to Multiple Registers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Chapter 6
Adding & Configuring Devices ..................................... 83

Working in Network Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Adding a New Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Adding a New Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Grouping Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Assigning a Device to a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Removing Items from the Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Editing Site Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Editing Group Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Editing Meter Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Configuring EtherGate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Working in Advanced Configuration Mode . . . . . . . . . . . . . . . . . . . . . . . . 95 ION meter Cloning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Working with the ION 6200 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Working with 3000 series Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Configuring a 3720 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Configuring a 3710 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Configuring a 3300 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Configuring a 3800 RTU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Page 4
Chapter 7
Monitoring Your Network ......................................... 133

Displaying Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Performing Control Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Manually Operating Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Chart Plotting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Displaying Event Log Reports in Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . 140
Chapter 8
Troubleshooting ........................................................ 141

Troubleshooting ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Troubleshooting Meter Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Checking Wiring Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Types of Wiring Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Using Power Calculations to Determine Wiring Errors . . . . . . . . . . . . . . . . . . . . 145 Using Symmetrical Components to Determine Wiring Errors . . . . . . . . . . . . . . 151 Troubleshooting Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Page 5
Using This Manual

Welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Where to Learn More . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 To search for a topic in the online help index: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Web Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Conventions Used in this Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Terminology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 PDF Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Welcome
Welcome
The ION Setup Guide is designed to introduce you to ION Setup software and quickly get you up and running in the system. You should use the manual: To learn about the main features of ION Setup To see pictures of ION Setups main windows and to find out how each is used To read an overview of the ION Setup workflow and tasks If you have taken ION classroom training, you have probably covered all the information in this guide, but you can use it to refresh your memory.
Assumptions
This manual assumes that: You have a working knowledge of electrical systems You are familiar with the Windows 98, or Windows 2000 operating system You have a working knowledge of networked environments, including client/ server systems All hardware, software, and network components of your computer system have been installed, configured, and are operating correctly
Where to Learn More

This section describes additional resources for learning ION Setup.
Online Help
The ION Setup Guide gives you a basic overview of ION Setup, but the online help will be your primary source of information. You should use the online help: After reading this manual To read step-by-step procedures for all ION Setup tasks To find out how the options in any ION Setup window will affect your software To search for information about a topic or keyword To access online help: From the Help menu in any ION Setup window, select Contents.
Page 8
Chapter - Using This Manual
Where to Learn More
Figure 1: Using the menu to display online help
Or: Click the help icon in the toolbar or in any dialogue box to display help information.
To search for a topic in the online help index:

1. Click the Index tab on the left side of the window.
Figure 2: Selecting the index tab in online help
2.
In the box at the top of the Index tab, type a keyword. If the keyword is in the index, it will be highlighted.
Type a keyword here
Figure 3: Index tab
3.
Double-click the highlighted word. Either one topic is displayed, or a list of topics is displayed, allowing you to select one.
Page 9
Where to Learn More
Web Links
ION Setup also contains links to Power Measurements web site. These links require your computer to be connected to the Internet and have an up-to-date web browser. Web links contains links to: Power Measurements home page Technical services News ION firmware FAQs Downloads To access web links: From the Help menu in ION Setup, select Web Links. A submenu will appear, with links to important Power Measurement web pages.
Figure 4: Using the menu to display the web links submenu
Page 10
Conventions Used in this Manual
Conventions Used in this Manual

This section describes the terminology and symbols used in this manual.
Terminology
Clear: Place the mouse cursor over the check box for the specified option, then click the mouse button so that the check mark is removed from the check box. Place the mouse cursor over the specified option or button, then press and release the mouse button. Place the mouse cursor over the specified option or button, then press and release the mouse button twice. Hold down the mouse button while moving the mouse cursor to the appropriate location, then release the button. Type the information, then press the ENTER or RETURN key. Position the mouse pointer over a submenu or menu command. For example, point to the File menu. Press the specified key or key combination on your keyboard, for example, press CTRL+ALT+DEL. Place the mouse pointer over the check box for the specified option, then click the mouse button so that an X or check mark appears in the check box. Or: Place the mouse pointer over the specified box or button, then click the mouse button. Type: Type the information. Do not press the Enter or Return key.
Click: Double-click: Drag: Enter: Point: Press: Select:
Symbols
CAUTION: This alerts you to things that may cause loss of data, damage to your computer or your device.
DANGER
This alerts you to things that may cause serious injury to a person. Only qualified, properly trained personnel should perform these procedures.
Page 11
PDF Documents
NOTE
A note provides you with additional information that you might want to consider.
TIP
This draws your attention to information that will help you perform a task more quickly or easily.
PDF Documents
This manual is also provided in PDF (Portable Document Format) on your ION Setup CD or at our website: www.pwrm.com Use Adobe Acrobat Reader to view and print the PDF version of the manual. When printing the manual, please print the entire manual, including the copyright and disclaimer statements. The PDF files for all Power Measurement products are available from the Power Measurement web site. Each Power Measurement device has installation information and a user's guide to teach you about the features of your device. ION meters are programmed using ION modules that are linked to create unlimited custom functionality. Your meter has many pre-configured modules that provide most functionality that you need. If you want to extend or customize the functionality of your meter consult the online ION Programmer's Reference for general information and ION module descriptions. For information on configuring features search the technical notes.
Page 12
List of Procedures
List of Procedures
This section lists procedures commonly performed in ION Setup: How do I ...?
add a new meter 87 add a new site 86 add new items 86 apply TOU profiles 111 assign a device to a group 89 create new ION modules 95 delete links between modules 97 edit custom register labels 98 edit site properties 90 find exceptions to cloning 101 log off 39 log on 20 open multiple data screens 130 perform partial cloning (3000 only) 102 plot historical data 132 remove or edit network items 89 select output registers 96 select TOU registers 111 set up rates and tariffs 110 use power calculations to determine wiring errors 139 view ION module output registers 98
List of Procedures
Page 13
Introduction
ION Setup provides real-time data displays from your meters as well as device configuration and control capabilities. This section details system requirements and installation procedures. It also lists the latest features available in ION Setup 2.0.
In this chapter
What is ION Setup Software? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Whats New in ION Setup Version 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Installing ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Upgrading from Previous Versions of ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . 16
Page 15
What is ION Setup Software?
What is ION Setup Software?

ION Setup is a software solution that allows you to configure Power Measurement devices for viewing real-time and historical data. ION Setup provides an environment that offers real-time data display, historical trending, disturbance and harmonics display, and remote control.
Key Features
supports real-time data display and configuration for a wide range of meters, including the ION 8000 series, 7500/7600 series, and 7300 series power meters. supports a 20-year time of use (TOU) calendar (ION 8000 series). supports on-screen plotting of waveforms. supports up to 255 physical sites with up to 128 devices in each site.
System Requirements
Minimum: Pentium 90 or compatible processor Recommended: Pentium 133 or faster processor Microsoft Windows 95 or Microsoft Windows NT 4.0 (or later) Mouse or pointing device VGA display 16 MB RAM (32 MB or greater recommended) 15 MB free hard drive space, CD-ROM drive
Page 16
Chapter 1 - Introduction
Whats New in ION Setup Version 2.0
Whats New in ION Setup Version 2.0

Several new features have been added to ION Setup v2.0: They include: Off-line programming offers configuration and testing of template programming for ION 8000 series meters without requiring a meter to be physically present. Create, optimize and test your meters configuration without impacting schedules or devices. See the section Using Off-Line Programming on page 29. Security Setup Assistant provides access to file-based editing of meter security settings and allows users to send a saved security file to other meters. See the section Security Screen on page 60. Display Setup Assistant allows individual displays for ION 8000 series meters to be easily added, edited, moved and deleted. See the topic Displays Screen on page 73. Memory Setup Assistant offers setup and viewing of a meters full memory allocation, and allows users to amend the load profile by editing the number of days instead of depth. See the topic Memory Screen on page 68. Time zone selection and DST update select from a list of known time zone names like in Windows (instead of having to know the difference from GMT time). See the topic Clock Screen on page 64. Meter configuration comparison report performs a text-based comparison between a saved Meter Configuration and the connected meter. If you press details, it provides a full report by exception and highlights the differences in red. See the topic Reports on page 78. Modbus (Slave/Master) Setup Assistant see Third Party Protocols Screen on page 63. DNP Setup Assistant see Third Party Protocols Screen on page 63. 7500 Remote Terminal Unit (RTU) support.
Page 17
Installing ION Setup
Installing ION Setup

To install ION Setup: 1. Download IONSetup.exe from the Power Measurement website and doubleclick to begin the install - or, if installing from the ION Setup CD, click Start > Run... and browse to the setup.exe file on the ION Setup CD and click OK. Run IONSetup.exe and enter the appropriate serial number.
2.
.
Figure 5: ION Setup Installation screen
ION Setup installs within approximately one minute. If you want a shortcut to ION Setup on your desktop, select Yes when prompted.
Figure 6: Adding a desktop shortcut
Upgrading from Previous Versions of ION Setup

When upgrading ION Setup, the installer asks if you want to overwrite your existing Setup Assistant configuration. Select YES to make use of the upgraded functionality of the Setup Assistants. However, if you have created custom Setup Assistant configurations, it is recommended that you save your Setup Assistant configuration files to another location before upgrading. Select NO when asked if you want to overwrite existing Setup Assistant configuration. This ensures any previously-created custom Setup Assistants are retained upon upgrade.
Page 18
Configuring ION Setup

This section describes the installation, log on/log off procedures in ION Setup, how to establish user accounts and how to implement the security features of ION Setup.
In this chapter
Starting ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Communicating with Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Single Device Mode and Network Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Logging On in a Different Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Switching Modes During an ION Setup Session . . . . . . . . . . . . . . . . . . . . . . . . 21 Using Serial Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Using Modem Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Manually Operating Modems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Using COM32 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Using COM128 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Using Ethernet Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Using Off-Line Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Using the Settings buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Setting Up Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Directories Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 View Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Confirmation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Security Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 HHF Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Applying Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Creating or modifying ION Setup user accounts . . . . . . . . . . . . . . . . . . . . . . . . 34 Logging Off or Shutting Down ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . 36
Page 19
Starting ION Setup
Starting ION Setup

NOTE
If ION Setup does not appear on your Programs menu or one of its submenus, use the Find feature (Search in Windows 2000 operating systems) from the Start menu to locate the program file. (i.e. IONSetup.exe)
1.
Click the ION Setup shortcut on your desktop (ION Setup asks if you want to add a shortcut to the desktop during installation). Otherwise, click Start > Programs and point to the folder that contains ION Setup. Click ION Setup. The ION Setup System Logon dialog box appears. The first time you run ION Setup, it displays supervisor in the User box. Enter the default password 0 (zero) to start using ION Setup. Refer to Applying Security on page 36 for details on setting up different users, security levels, and passwords.
2.
Figure 7: ION Setup logon (single device mode)
3.
Type your User ID in the User box and type your password in the Password box. Click OK. The Connection Type dialog box will appear (see Single Device Mode and Network Mode on page 22 for more information on communication modes).
Page 20
Chapter 2 - Configuring ION Setup
Communicating with Devices
Communicating with Devices

As indicated in Figure 8, ION Setup running in Single Device mode prompts you to choose the desired connection type and enter the required information in the fields provided.
This window appears only in Single ION device configuration mode
Figure 8: Connection Type window. See Single Device Mode and Network Mode on page 22 for information on modes of operation.
ION Setup uses one or more serial ports to communicate with the devices at each site in the system. Each serial port of the workstation running ION Setup can connect to one or more remote sites using a wide range of communications hardware options. These include: Serial communications: direct connection to a single device using RS-232 direct connection to multiple devices using RS-485 Ethernet communications Modem communications to remote sites (through telephone lines, radio links, fibre optic cables, microwave links, etc.) Off-line Programming communications. At 9600 baud, ION Setup polls at roughly 1 device per second. The advantage of using more ports is that data update is faster; however, more hardware is required (i.e. an RS-232 to RS-485 converter such as COM32 or COM128 is necessary for each port.) See Using COM32 on page 27 and Using COM128 on page 27 for more information on these converters.
Page 21
Single Device Mode and Network Mode

ION Setup provides two modes of operation: single device mode and network mode. As the name indicates, single device mode allows you to communicate with, and quickly configure, one device. The network mode allows you to configure multiple devices, sites, and groups, and is especially useful if you require frequent communications with multiple devices. For details, see Working in Network Mode on page 84. The ION 6200 as well as any ACM device require you to log on in Network Mode (even if working with a single device) for proper communication. See Working with 3000 series Devices on page 106, and Working with the ION 6200 on page 102 for more information.
Single Device Mode Network Mode
In network mode you can see all the devices that are part of your network. In single device mode, you can only view the device to which you are connected
Figure 9: Single Device and Network Mode
Although ION Setup defaults to single device mode the first time it is run, it will remember the settings from its last session. If a user logged on in single device mode in the previous session, the next time ION Setup is used, it will open in the same mode.
NOTE
While in Single Device Mode, the Network Viewer will only display the meter to which you have connected. To view other meters on your network, you must be logged on in Network Mode.
Page 22
Logging On in a Different Mode

To start ION Setup in a different mode from your last session, simply select or clear the Single ION device configuration mode check box at the logon screen.
Figure 10: Logging on in a different mode. The device configuration checkbox (circled) determines in which mode the logon will occur.
In order to switch modes while running ION Setup, you must log off your current session.
Switching Modes During an ION Setup Session

1. Click File > Exit or click the Windows exit icon. The Exit Options window appears (the Shutdown Program option is selected by default). Select User Logoff and click OK.
Figure 11: Select User Logoff to switch configuration modes
2.
You are now at the ION Setup System Logon screen. Click the Single ION device configuration mode check box. Since ION Setup remembers its previous settings, clicking here either selects or clears the check box. Click OK and log on again.
3.
Page 23
Using Serial Communications

To connect using serial communications, click Serial and select the appropriate serial port. Click the Settings button to set General and Timings configurations.
Figure 12: Connecting via Serial Communications
All ION meters can communicate using the RS-485 standard. In addition, some meters can communicate using RS-232. The type of communication hardware required at each site depends on the type and number of devices located at that site. The following summarizes the RS-232 / RS-485 communications requirements: 1. If you want to connect your computer to a single meter, you may use either RS232 or RS-485, depending on the distance between the computer and the device: If the computer is less than 50 ft (15m) from the meter, then RS-232 is acceptable. If the computer is more than 50 ft (15m) from the meter (but less than 4000ft or 1200m), use RS-485. 2. If you want to connect your computer to more than one meter, you must use RS485. In this case, you need either: an RS-485 communications port on the computer, OR an RS-232 communications port and an RS-232 to RS-485 converter. COM32 or COM128 converters can support up to 32 or 128 devices respectively.
CAUTION: Never connect a device using RS-232 with a device using RS-485. This will damage the RS-485 device.
Page 24
Directly Connecting a Single Device Using RS-232 To connect your workstation directly to a single ION meter using RS-232, both the workstation and the meter must have RS-232 communications ports. Also, use a suitable RS-232 cable. Using a direct RS-232 link, there can only be one meter connected to each serial port of the workstation. Refer to the meters installation manual for details on RS-232 communication connections. Directly Connecting Multiple Devices Using RS-485 An RS-485 communications link allows your workstation and up to thirty-two devices to be connected on a two-wire twisted-pair local area network (LAN). To connect multiple devices directly using RS-485, each device must be set to use the RS-485 communications port. Your workstation must also be equipped with either an internal RS-485 communications card or have an external RS-485 converter connected to the RS-232 serial port. COM32 or COM128 converters can be used for this purpose, supporting up to 32 or 128 devices respectively.
CAUTION: Before connecting any communications cables, confirm that each device's communication port has been correctly configured. Instructions for checking and changing the communications configuration are given in the meter's technical documentation.
Never connect the RS-232 terminals with the RS-485 terminals of any device. Doing so will damage the RS-485 driver circuits of every device at the site. RS-232 to RS-485 converters such as COM32 or COM128 must always be used between devices that use different communication standards. See Using COM32 on page 27 and Using COM128 on page 27 for more information on these converters.
Page 25
Using Modem Communications
Using Modem Communications

Modem communications requires two or more compatible modems: one modem is located at each remote site and one is located at the workstation. The modem is used with any communication channel, including the public switched telephone network (PSTN), a dedicated or leased telephone line, a fiber optic link, a radio modem, etc. To connect via modem, select Modem and enter the phone number and configure the required modem properties.
Figure 13: Connecting to the meter via modem
Each remote site may contain one or more meters, with appropriate communication connections at each site (i.e. RS-485 for multiple devices, and RS485 or RS-232 for a single device). Any site using an RS-485 communication link also requires a converter to connect to the modem, such as COM32 or COM128. See Using COM32 on page 27 and Using COM128 on page 27 for more information on these converters.
NOTE
RS-232 permits only one device to be connected to a modem. Use an RS-232 to RS-485 converter if more than one device will be installed at the remote site.
Some ION meters are capable of acting as gateways to other serially-connected devices. See the ModemGate technical note available from the Power Measurement website.
Page 26
Using COM32
Manually Operating Modems

Although ION Setup automatically dials a modem site when you view information from a meter at that site, it does not automatically disconnect until requested to do so. To manually control a modem connection: 1. From the Tools menu, select Modem Control (or click on the toolbar).
Figure 14: Modem control dialog box
2.
All the sites that are currently connected via modem are listed in the Modem Sites box. If you want to connect to a site, select the site you want to connect to and click the Dial button. (If the Dial button is unavailable, it means the site is already connected.) If you want to terminate a connection and hang up the modem, click the Hang Up button.
3.
Click the Close button to close the dialog box.
Using COM32
COM32 is a single port RS-232 to RS-485 converter, that: Supports 1200, 2400, 4800 or 9600 baud operation. Supports up to 32 devices, with 4000 feet (1200 m) total cabling length. Has full electrical isolation between RS-232 and RS-485 to 500V. May be used with direct computer connection, or with modems.
Using COM128
COM128 is a multi-port RS-232 to RS-485 converter that: Connects one RS-232 line to four RS-485 buses. Has automatic baud rate detection. Supports data rates of 1200, 2400, 4800, 9600 and 19200 baud. Supports up to 128 devices (32 devices per RS-485 port), with 4000 feet (1200 m) total cabling length per port. Has full electrical isolation between RS-232 and RS-485 to 750 VDC. May be used with direct computer connection, modems, or radio modems.
Page 27
Using Ethernet Communications
Suggested COM128 Settings

Mode
RS-485 Flow Control with Auto Baud Rate Detect (Modem) RS-485 Flow Control with Hardware RTS (Serial)
Port
DCE DCE
Baud
N/A N/A
SW1
OFF ON
SW2
ON OFF
SW3
OFF ON
SW4
ON ON
SW5
ON ON
SW6
OFF OFF
Using Ethernet Communications

To connect your workstation directly to a single ION meter using Ethernet, you must have: an Ethernet-capable workstation an Ethernet-capable ION meter (with Ethernet communications ports) a suitable Ethernet cable. Refer to your meters installation manual for details on Ethernet communication connections. If your device has Ethernet capability, connect by entering the IP address of the desired device. This information can typically be supplied by your Information or Help Desk.
Figure 15: Connecting via Ethernet
Note that some Ethernet-capable ION meters can also serve as gateways to other, serially-connected meters. See Configuring EtherGate on page 92 for details.
Page 28
Using Off-Line Programming

Offline programming allows you to create, edit and test your template files without being connected to a physical meter. Once your configuration and testing is complete, you can save this template and upload it to other meters of the same type.
NOTE
Make sure you have the desired .EXE file stored in the Offline folder within your workstations ION Setup directory.
To use Offline Programming:
Figure 16: Connecting via Off-Line communications.
1.
Select the Off-Line option and click the Browse button. You will be prompted to select the firmware file you want to work with.
2.
Choose the .exe file that contains your desired meter type and firmware version (for example, 8500 V231 9S.exe).
Figure 17: Selecting the Offline Programming .exe file (meter type and firmware version).
Page 29
ION Setup takes a moment to load the offline configuration file. This .exe file exactly duplicates the function of an ION meter. Once loaded, ION Setup defaults to the Setup Assistant for you to begin your template configuration.
Figure 18: Setup Assistant screens in Off-line Programming mode.
3. 4.
Make your configurations as required. As you exit Off-Line mode, you will be prompted to save your changes.
Figure 19: ION Setup prompts to save your .dcf file.
5.
The Device Configuration File (.dcf) saves to its default location (the Template folder).
Figure 20: Save your device configuration file (.dcf) before exiting Offline mode.
NOTE
Some modules are not copied during this procedure. See Template Paste Options on page 58 for details.
Page 30
Using the Settings buttons
Using the Settings buttons

No matter which connection method you choose, you can change specific settings within your connection type: 1. Click the Settings button. The Site Properties window will appear.
Figure 21: The Site Properties window.
Within this window, there are two tabs: General tab: allows connection changes (e.g. Comm Link, Link Type, Link Speed) Timings tab: allows timing alterations (e.g. Response Delay, Transmit Delay, Byte Timeout). Some fields are grayed out depending on the type of connection you choose. 2. Click OK once you have configured your site properties. The ION Setup Network Viewer appears.
Figure 22: ION Setup Network Viewer, in single device mode
The number of sites and devices in the left pane varies depending on whether you selected or cleared the Single ION device configuration mode check box and whether or not this is your first time running ION Setup (see Working in Network Mode on page 84 for more detailed information on the Network Viewer).
Page 31
Setting Up Options
After you have installed ION Setup and have connected your ION meters and communication hardware, you are ready to use the software. If this is the first run of ION Setup and you are the administrator for ION Setup, you should set up the Options before granting access to other users.
NOTE
Some of the options are available only at the supervisor security level. See Applying Security on page 36 for more detailed information on ION Setups security systems.
From the Tools menu, select Options (or click on the toolbar). The Options dialog box appears. It contains five tabs, as follows: Directories tab View tab Confirmation tab Security tab HHF tab
Directories Tab
The Directories tab in the Options dialog box specifies the path, or location where ION Setup is installed. This option is available to Supervisor-level personnel only.
Figure 23: Directories tab
It is not recommended that you move the ION Setup program (IONSetup.exe) or rename the directory where it resides. However, if you do, specify the new name or location for the ION Setup program (IONSetup.exe) and its network configuration file (ionsetup.dat). NetInfo Directory: Specifies the location for the ION Setup network configuration file, ionsetup.dat. Changes made in ION Setup are stored in this file. If you move ionsetup.dat or rename its directory, enter the new location/name here. Program Directory: Specifies the location for the ION Setup program, IONSetup.exe. Enter the new directory location or name here if you move the ION Setup program or rename its directory.
Setting Up Options
View Tab
The View tab in the Options dialog box lets you select whether to display the Unassigned Group or not. It is available only to Supervisor-level personnel.
Figure 24: View tab
Unassigned Group: By default, this checkbox is cleared. If you select this checkbox, ION Setup displays the Unassigned group, which contains all the meters that you have not assigned to any group yet. Note that if you delete a device in a defined group, that device is moved to the Unassigned group.
Confirmation Tab
The Confirmation tab in the Options dialog box lets you configure ION Setup so it prompts you with a confirmation dialog before executing the command. This option is available only to Supervisor-level personnel.
Figure 25: Confirmation tab
By default, all checkboxes in the Confirmation tab are selected. When checked the confirmations prompts you with: Confirm Deletes: a Yes/No confirmation before deleting the selected item Confirm Copies: a Yes/No confirmation before copying (cloning) a certain meters configuration onto another Confirm Moves: a Yes/No confirmation before moving a meter to a different group Confirm Triggers with Password: You must enter your password before executing external pulse commands (such as triggering a waveform or resetting/ clearing a register). If this checkbox is cleared, ION Setup prompts you with a Yes/No confirmation before executing the command.
Page 33
Setting Up Options
Security Tab
The Security tab in the Options dialog box allows a user to change his/her own logon password for ION Setup. It also allows Supervisor-level personnel to add or delete users and/or edit their passwords. See Applying Security on page 36 for more detailed information.
Figure 26: Security tab
Group: This box is intended to be used by Supervisor-level personnel only. This is used to select which group/security level (see above) a new or existing user belongs to. Users: This box displays the user names belonging to the selected Group/security level. The buttons provided in this box are available to Supervisor-level personnel only.
Page 34
Setting Up Options
HHF Tab
The HHF tab in the Options dialog box specifies how ION Setup identifies meters for an MV90 system when storing load profile information into an HHF file.
Figure 27: HHF tab
Device ID Type: This field allows you to specify what information is stored in the HHF file so that it matches the Device ID field in an MV90 system. Hemisphere: Specifies the hemisphere in which the meter resides (i.e. Northern or Southern).
Page 35
Applying Security
Applying Security
ION Setup software provides a four- level security access system. Supervisor-level personnel can control access and define which functions are available to each user by grouping the user according to security level, as follows: Supervisor: This level is for management or supervisory personnel. This permits access to all device configuration functions, including the security list, system/network configuration, and data display functions. Operator: This level is for high level system operators. This permits access to system configuration and data display functions. Operators should be well trained in operating ION Setup. Controller: This level allows a controller to display data but not to change ION Setup or meter configuration. This level also allows a controller to operate triggers. User Security level 1: This is suitable for personnel that use ION Setup on a regular basis and who inform Supervisors or Operators of alarm conditions. ION Setup supports a maximum of 50 users. For meter-specific security information, see the description of the Setup Assistants Security Screen on page 60. For detailed information, download the ION System Security technical note from the Power Measurement website.
Creating or modifying ION Setup user accounts

This function is only available to Supervisor-level personnel. 1.
.
In the Network Viewer, select Tools > Options, or click Options (or click
).
Figure 28: Opening the Options window to access Security settings (supervisor-level only)
The following window will appear.
Page 36
Applying Security
Figure 29: Security tab
2.
Use the available tabs to Add or Delete accounts or Edit (for example, changing passwords) existing accounts. Both the username and passwords are case sensitive.
Figure 30: Entering security information
3. 4.
From the Group box, select the new users security level. Click the Add button to add a new user name to the user list. The Security Information dialog box will appear.
Figure 31: Security information dialog box
The Security Information dialog box is used to add a new user or edit an existing users logon name and/or password. Only supervisor-level personnel can add or edit other user names or passwords. Other personnel may change only their own user name or password. For Supervisor-level use only: 1. 2. To add a new user or change a current user name, type the new user name in the Logon box. The name you enter must be unique. Type the new or current users password in the New Password box.
Page 37
Logging Off or Shutting Down ION Setup
3. 4. 5.
Re-type the password in the Confirm Password box. Click OK. Fill out the Security Information dialog box. Click OK.
For all other security levels: 1. 2. 3. To change your own user name, type your new user name in the Logon box. Type your new or current password in the New Password box. Re-type the password for the new user In the Confirm Password box. Click OK.
Logging Off or Shutting Down ION Setup

Logging off from ION Setup logs you out of your ION Setup session and displays the ION Setup Logon screen. Shutting down ION Setup exits the application completely. To log out or shut down ION Setup: 1. Select Exit from the File menu. If you have made any network configuration changes, you are prompted to save the network configuration file (IONSetup.dat). 2. Click OK to save your changes, or No to discard your changes. The Exit Options dialog box appears.
Figure 32: Shutting down ION Setup
3.
Select User Logoff or Shutdown Program, then click OK.
Page 38
Using the Network Viewer

ION Setups network viewer allows users a variety of options to observe the network. This section describes how to use the network viewer, the viewing options available to the users and the diagnostic capabilities of ION Setup.
In this chapter
Using the Network Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Title bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Left and right panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Status bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 ION Setup Commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Insert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Shortcut Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Network Viewer Icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Viewing Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 View Modes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 View Setup Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 View Data Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Examples of Data Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Viewing Setup Screens or Data Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Viewing by Site, Group or Both . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Viewing Unassigned Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Related Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Communications Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Message Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Packet Frames . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Message Timing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Clearing Diagnostics Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Meter Diagnostics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Page 39
Figure 33: ION Setup network viewer
Title bar
Located at the top of the screen is the title bar. The title bar displays the name of the program (ION Setup) and the current displayed screen. At startup, the Network Viewer is the default screen. At the top right corner of the title bar are three buttons: The leftmost button minimizes the window. The middle button maximizes or restores the window. The rightmost button exits the application.
Menu bar
Selecting a menu name displays a list of available commands. You can use the mouse or keyboard to select a command from the menu bar.
Figure 34: Menu bar
To choose a command from the menu bar: 1. On the menu bar, use the mouse to click on a menu name (or press ALT and then type the underlined letter in the menu name). The menu appears, displaying a list of commands. Select the desired command (or type the underlined letter in the command). Some commands carry out an action immediately; commands followed by an ellipsis (...) display a dialog box where you can specify additional options.
2.
Page 40
Chapter 3 - Using the Network Viewer
In some cases, you can choose commands by typing a shortcut key combination (for example, pressing ALT+ Enter activates the Properties command from the Item menu). When available, the shortcut key combination is displayed on the menu beside the command. For a complete list of commands, refer to the topic ION Setup Commands on page 43.
Toolbar
The toolbar consists of a row of buttons, offering quick access to the commands that are used most frequently. Each command offered on the toolbar is also available from the menu bar. Note that depending on your selection and the view mode you are in, not all of the toolbar buttons will be available.
Figure 35: ION Setup toolbar
From left to right, the toolbar commands are File Save, File Print, Edit Copy, Edit Properties, View Both Sites and Groups, View Sites, View Groups, View Setup Screens, View Data Screens, Insert Item, Insert Module, Tools Chart Data, Tools Broadcast Time, Tools Modem Control, Tools Diagnostics, Tools Options, and Help Contents. For descriptions on the above, refer to ION Setup Commands on page 43.
Left and right panes

Below the toolbar is the main window split into two panes; the Network Viewer (left pane) and the Content Viewer (right pane). Network Viewer (left pane) The Network Viewer (left pane) of the main ION Setup window displays all the items in the ION Setup network configuration file in an Explorer-type hierarchy. ION Setup displays your workstation and the sites and devices connected to it. The devices can be viewed by physical groupings (i.e. by site), by logical groupings (i.e. groups) or both, depending on which view option is selected. Each item in the hierarchy is represented by an icon: To select an item, click it. To see what is beneath an item, click the + beside the icon or double-click it. You can right-click on an item to display the shortcut menu.
Page 41
Figure 36: Left pane of network viewer
When you click on an icon, ION Setup retrieves the necessary information from the selected device; this may take some time depending on the amount of data that must be retrieved and the speed of the connection. If you want to abort the retrieval, press the Esc key. Content Viewer (right pane)
Figure 37: Content viewer (right pane)
The Content Viewer (right pane) of the main ION Setup window displays the contents of the current selected item in the left pane (in the example in Figure 37, the current selected item is the ION 8500 icon, in View Data Screens mode). As you add items to the Network Viewer, the right pane displays the "contents" of the currently selected item in the Network Viewer. Thus if you click on a site icon, the right pane displays all the devices in that site. If you select a group icon, it displays all the devices in that group. If you select a device, the right pane displays a collection of icons that represent either setup parameters or data display screens (depending on which view option is selected). The first time you run ION Setup, the right-hand side of the screen displays setup icons. Each icon represents a different component of the device currently selected in the Network Viewer.
Page 42
ION Setup Commands
Status bar
The status bar displays the status of the application or a brief description of the currently selected command or toolbar button.
Figure 38: Upload status bar
ION Setup Commands

Below is a complete list of commands available from the menu bar. Note that some commands are disabled (grayed out), depending on your selection and the current view mode.
File
Save - Saves the network configuration file (ionsetup.dat) Print - Prints the active document Exit - Exits the ION Setup program
Figure 39: File menu
Edit
Copy - Copies the selection to the clipboard Delete - Removes the selected item Properties - Displays the properties of the selected item
Figure 40: Edit menu
Page 43
ION Setup Commands
View
The View menu consists of two selection sets. The first set allows you to display either the site, group, or both: Both Sites and Groups - Displays both site information and group information Sites - Displays only site information Groups - Displays only group information The second selection set allows you to set the display mode, i.e. for configuring (setup screens) or viewing (data screens): Setup Screens - Sets the screen for configuration only Data Screens - Sets the screen for displaying data only
Figure 41: View menu
Insert
Item - Displays the New Network Item dialog box, where you can add new groups, sites or meters Module - Creates a new ION module in the selected ION module folder
Figure 42: Insert menu
Tools
Chart Data: Displays the Chart Properties dialog box, where you can select the data you want to plot Broadcast Time - Displays the Broadcast Time dialog box, where you can broadcast the present PC time to all the devices in one or more sites Modem Control - Displays the Modem Control dialog box, where you can select which modem site you want to dial Diagnostics - Displays diagnostics data for the selected item Options - Displays the Options dialogue box, where you can set ION Setups directory location, view, confirmation, security and alarming options
Page 44
ION Setup Commands
Figure 43: Tools menu
Window
Tile - Displays all open windows, arranged in non-overlapping tiles Cascade - Displays all open windows, arranged in overlapping fashion (cascaded) Arrange Icons - Arranges the minimized window icons Close All Tables - Closes all open windows except the Network Viewer window You can also use the Window menu to select from multiple open windows, as illustrated by the window headings 1, 2 and 3, in Figure 44.
Figure 44: ION Setup windows menu
Help
Contents - Displays the ION Setup Help contents Web Links - These links require your computer to be connected to the Internet and have an up-to-date web browser. These links will take you to: Power Measurements home page Technical services News ION firmware FAQs Downloads About ION Setup - Displays the version, build and copyright information for ION Setup
Page 45
ION Setup Commands
Figure 45: ION Setup help menu
Shortcut Menus
Shortcut menus contain the most common commands you can use on an item. Shortcut menus are available in the left or right panes of ION Setup. To access the shortcut menu, right-click on an item. The choices available in the shortcut menu are limited by the type of item selected. For example, if you right-click on the External Boolean Modules folder, the commands available are Insert Item or Insert Module:
Figure 46: Insert module
However, if you right-click on a device icon, the commands available are Insert Item, Delete or Properties.
Figure 47: Right click dialog box
Page 46
ION Setup Commands
Network Viewer Icons

The icons below represent the following network items. All icons, except the system icon and workstation icon, can be added or deleted.
This is the system icon. It represents the entire network, including the workstation running ION Setup and all connected devices. It is the top of the Network Viewer; it cannot be deleted or changed. This represents the workstation that is running ION Setup. It cannot be deleted or changed.
This represents a serial site (RS-232 or RS-485 connection).
This represents a modem site.
This represents a radio modem site.
This represents a logical group. A workstation can support up to 32 groups. Groups can have descriptive labels. This represents an ION meter or other device. ION Setup can support up to 128 devices per site. These icons appear on the right pane and represent groups of setup or display parameters for 3000-series devices. In the case of ION meters, these icons also represent ION modules. These icons represent ION modules that have gone off-line due to setup or connection (e.g. circular links) errors. These icons contain ION modules in ION-compliant devices. They are also used to organize data display screens.
Page 47
Viewing Options
Viewing Options
View Modes
The selected view mode determines which type of screens ION Setup displays. The options available are View Setup Screens or View Data Screens.
View Setup Screens

Select the View Setup Screens mode if you want to configure the setup registers or edit ION module links in a device.
View Data Screens

Select the View Data Screens mode if you want to display data.
NOTE
ION Setup displays real-time data (i.e. data that is present in the meters memory while the meter is online).
Examples of Data Screens
Figure 48: Realtime data screen
Figure 49 shows what the interface might look like if you selected Data Display mode, clicked on the meter icon, then double-clicked one of the Data Recorder icons:
Page 48
Viewing by Site, Group or Both
Figure 49: Revenue log
Viewing Setup Screens or Data Screens

The right pane of the ION Setup window can display either device setup screens or data display screens. Setup screens are displayed the first time ION Setup is started. Once you have finished configuring the devices on your network, you may want to switch to data display mode. To change between Setup and Data Display modes, select either Data Screens or Setup Screens from the View menu (or click the appropriate button on the toolbar). View Setup: displays only setup information. View Data Display: displays only data information.

See Working in Network Mode on page 84 for detailed information on this topic. You can display items in the network view by site or by group, or you can display both sites and groups. Select the option you want under the View menu (or click the appropriate button on the toolbar). Displays both site and group information. Displays site information only. Displays group information only.
Page 49
Viewing Unassigned Groups

ION Setup requires all meters to be part of a group. When you add a new meter to a site, ION Setup will automatically assign it to a default group called Group 1. If you delete a meter from a group, ION Setup will instead move that meter to the Unassigned group. To view the Unassigned group: 1. 2. 3. 4. From the Tools menu, select Options (or click Select the View tab. Select (check) the Unassigned Group box. Click OK. on the toolbar).
Related Topics
Grouping Devices on page 86 Assigning a Device to a Group on page 87 Adding a New Site on page 84
Page 50
Diagnostics
Diagnostics
Communications Diagnostics
ION Setup provides communications diagnostics information for all items in the ION Setup network. 1. 2. Select an item in the Network Viewer. From the Options menu, select Diagnostics (or click on the toolbar).
A diagnostics window appears that provides the following information: Communications Status Present Status shows if the selected item is communicating (i.e. Online or Offline), for: A site or a group: only reports Offline if all devices in the site (or group) are offline. The workstation or the system icon: only reports Offline if all devices in all sites (or groups) are offline. Number of Dropouts shows how many times communications with the selected item were temporarily lost, for: A site or a group: the number of times all devices in the site (or group) lost communications. The workstation or the system icon: the number of times all devices in all sites (or groups) lost communications. Time Connected shows how long the selected item has been connected since ION Setup was started for: A site or a group, this refers to the connection time of the device in the site (or group) that has been connected the longest. The workstation or the system icon, this refers to the connection time of the device that has been connected the longest among all devices in all sites (or groups).
Message Information
The following diagnostic events are displayed for: A site or a group, this reports the fastest response time of any device in the site (or group). The workstation or the system icon, this reports the fastest response time of any device in any site (or group). Total Messages Sent shows the total number of messages sent by the selected item.
Page 51
Diagnostics
Messages Received shows the total number of messages received by the selected item. Message Error Rate shows what percentage of messages sent or received by the selected item had an error.
Packet Frames
The following diagnostic events are displayed for: A site or a group, this reports the fastest response time of any device in the site (or group). The workstation or the system icon, this reports the fastest response time of any device in any site (or group). No Responses shows how many communication packets sent by the selected item received no response. Incomplete Packets shows how many communication packets sent by the selected item received an incomplete packet in response. Invalid Packets shows how many communication packets sent by the selected item received an invalid packet in response.
Message Timing
The following diagnostic events are displayed for: A site or a group, this reports the fastest response time of any device in the site (or group). The workstation or the system icon, this reports the fastest response time of any device in any site (or group). Min Response Time shows the minimum amount of time it took the selected item to respond to a message (in milliseconds). Max Response Time shows the maximum amount of time it took the selected item to respond to a message (in milliseconds). Avg Response Time shows the average amount of time it took the selected item to respond to a message (in milliseconds).
Clearing Diagnostics Statistics

To clear the diagnostic statistics for the currently selected item, click the Reset button. Note that this action also clears the diagnostic statistics for all items below the selected item. For example, if you reset the statistics for a site, the statistics for all devices in that site are cleared. Similarly, if you reset the statistics for the workstation or the system icon, the statistics for all sites and devices are cleared.
Page 52
Diagnostics
Meter Diagnostics
If you display diagnostics data for a meter the GENERAL tab appears. This contains basic information about the meter, including the model#, firmware#, serial#, options, etc. To see this information: 1. 2. 3. Select a meter icon. From the Options menu, choose Diagnostics (or click on the toolbar).
Click the General tab to see list of items that describes the meter.
Page 53
Using the Setup Assistant

The Setup Assistant is a series of dialogs and wizards with instructions for most setup and configuration tasks that you will need to perform. The available screens will vary depending upon the type and model of your connected device.
In this chapter
Setup Assistant Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Setup Assistant Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Available Setup Assistant Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Template Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Basic Setup Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Security Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Port Settings Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Third Party Protocols Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Clock Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Demand Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 LED Pulsing Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Energy Pulsing Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Analog Outputs Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 W.A.G.E.S. Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Memory Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Load Profile Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 PT/CT Correction Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Transformer Loss Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Time of Use (TOU) Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Power Quality Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Alarming Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Displays Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Writing to Multiple Registers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Page 55
Setup Assistant Overview
Setup Assistant Overview

The Setup Assistant guides you through common setup requirements for your ION meter. After you have connected to a device, or added a device to your ION Setup network, the Setup Assistant will appear in the right-hand window of the Network Viewer. Double-click the Setup Assistant to open.
This area lists the available Setup Assistant screens. Click the icons to access the desired screen.
Click the folder icon to access folder-related Setup Assistant screens. Double-click to close the folder.
This area contains the parameters available for configuration.
Figure 50: Basic Setup Screen example.
NOTE
If you cannot see the Setup Assistant in the right window, go to VIEW and ensure SETUP SCREENS is enabled.
Each Setup Screen on the left gives you access to different setup tabs on the right. Within the tabs you can set parameters and functions that are specific to each Setup Screen. For example, in Figure 50, the tabs give you access to PT/CT ratios, name plate information and rollover settings.
Setup Assistant Icons

These icons are available in the left-hand screen of the Setup Assistant:
These icons indicate an available Setup Assistant screen. They also represent groups of setup or display parameters for 3000-series devices. In the case of ION meters, these icons also represent ION modules. The folder icons organize Setup Assistant screens into logical groupings (i.e. Revenuerelated settings). Click once to open the folder; double-click to close.
Page 56
Chapter 4 - Using the Setup Assistant
Available Setup Assistant Screens
Available Setup Assistant Screens

The setup screens available to you in the Setup Assistant vary depending upon which device is connected. The Setup Assistant used in this section as an example is from an ION 8500 meter.
Template Screen
You can take advantage of new features for your meter by upgrading the meters firmware. Alternatively, you can copy (save to PC) a meters configuration from one meter and paste (send to meter) it to another meter of the same type. In the Setup Assistant, click the Template setup screen on the left (see Figure 51).
Figure 51: Templates setup screen
This screen has four tabs that allow you to: Save to PC: this device configuration file (.DCF) contains custom configuration changes you may have on your meter. You can make custom changes to one meter, upload the configuration file onto a workstation, and then download this file onto one or many other meters. You can only download the .DCF file to other meters of the same type.
NOTE
Uploading or retrieving device configuration may take some time. Should you choose to abort, ION Setup will provide you with a list of the copy procedures that were successfully completed before they were stopped.
Page 57
Template Screen
Send to Meter: if you have made changes to a meter and created, or uploaded, a configuration file, you can download the .DCF to other meters. Firmware upgrade: you can upgrade the meters operating system to gain access to new or enhanced ION modules. When you perform a firmware upgrade, you are prompted for the configuration file to be downloaded onto the meter. Register Edit: allows you to view and modify energy register values.
Template Paste Options

Some modules are not copied when upgrading firmware, saving to PC or sending to a meter. The setup registers of the following modules remain intact and must be configured manually: Communications modules Security Option modules Security User modules Log Mail modules The Template Paste Options screen also allows you the option of retaining PT/CT, Clock and Nameplate settings.
Figure 52: Template Paste Options.
By selecting: PT/CT Settings: retains your setup registers for the Power Meter modules. Clock Settings: retains your setup registers for the clock module. Nameplate Settings: retains your Owner, Tag1 and Tag2 settings.
Page 58
Basic Setup Screen
Basic Setup Screen

Basic Setup screen allows you to program the basic settings of your meter.
Figure 53: Basic Setup Screen
The screen has three tabs that allow you to program: PT and CT ratios. Your meters nameplate information. Energy rollover information. Select the desired parameter and click Edit to make configuration changes.
Page 59
Security Screen
Security Screen
In addition to ION Setups four-level security access system (see Applying Security on page 36), the Security Wizard also configures Standard and, in the case of the ION 8000 series, Advanced meter security.
NOTE
For more on software and meter security, see also the ION System Security technical note available for download from Power Measurement.
Figure 54: Security Setup Screen.
To begin configuring Security features, select Standard Mode and click Edit. The Security Wizard will open, leading you step-by-step through the configuration process.
Page 60
Security Screen
For example, select the Standard Security and click Open. Then select the Standard.scf file, and click open. The Security wizard will open.
Figure 55: Choose the Advanced or Standard security wizard.
1. Select your desired security (Standard or Advanced) and click Next.
Figure 56: Select Standard or Advanced Security
2. Choose your configuration options, (meter password, Web Server programming and Front Panel programming) and click Next.
Page 61
Security Screen
Figure 57: Choose your configuration options
3. If you wish to make use of Advanced Security, configure your users and their different access levels and click Finish.
Figure 58: Define individual user passwords
NOTE
This screen is only available in the ION 8000 series Advanced Security wizard.
Page 62
Port Settings Screen
Port Settings Screen

Configure your port settings (communications mode and protocol, Unit ID and Baud Rates) according to the communications capabilities of your device. Available tabs depend upon the device and the options ordered.
Caution: Take careful note of your method of communication with your device. Making communications changes to the port by which ION Setup is connected to your device may cause ION Setup to lose communication with the device.
Figure 59: Choose the Port Settings configurations
Third Party Protocols Screen

This screen allows you to make real-time data available through Modbus or DNP protocols. Modbus and DNP modules are factory-configured in ION meters and in most cases do not require basic configuration changes. Changing the factory configuration is an advanced setup procedure that requires an understanding of the protocol, as well as an understanding of your meters internal operation.
NOTE
If you have Advanced security enabled (ION 8000 series meters only), you must configure the Modbus Map Access register to allow write access for specific users. See the Security Options module description in the online ION Reference. If you have Standard or Advanced security enabled on the meter, you can only read Modbus information from a slave module. You must disable Standard security to write data to a slave module.
Page 63
Clock Screen
Figure 60: Setting Third Party protocols.
The screen (ION 8500 only)has three tabs that allow you to program: Modbus Slave: customize the Modbus map that your 3rd party devices use to communicate with the meter. Modbus Master: if your meter is configured as a Modbus Master, you can program third party device Modbus map information for the meter to retrieve. DNP 3.0: customize the DNP 3.0 map that your third party devices use to communicate with your meter. Click Edit to start the DNP 3.0 Port Setup wizard. This will lead you through the port setup configuration process. Refer to the technical notes DNP 3.0 and ION Technology, and Modbus and ION Technology, available for download from the Power Measurement website, for the appropriate list of parameters available for each protocol.
Clock Screen
The Clock screen allows you to configure the internal clock of the meter, which provides timestamps for data logged by the device. Set your Timezone, Time Sync type, Time Sync source and Clock source, as well as your Battery Remaining settings from this screen.
Page 64
Demand Screen
Figure 61: Set your meters internal clock.
The Clock Setup screen also includes a Timezone Selection window. Choose from the list to configure your timezone settings.
Check box to automatically adjust for daylight saving. You can also check to update your available daylight saving dates.
Figure 62: Selecting your timezone.
Demand Screen
Demand is a measure of average power consumption over a fixed time interval. Peak (or maximum) demand is the highest demand level recorded over the billing period. From the Demand screen, you can configure Rolling Block - the interval used to compute your values, and Demand Forgiveness - the time during power restoration period where demand is not calculated.
Page 65
LED Pulsing Screen
Figure 63: Demand screen.
LED Pulsing Screen

Some ION meters are preconfigured for LED pulsing. From the LED Pulsing screen you can adjust the LEDs pulse rates by modifying the Kt registers. The value entered defines how much energy is accumulated before a pulse is sent. Select the desired parameter and click Edit to set LED pulsing values.
NOTE
To configure the LED ports for a different pulsing application, you must re-link the Source input to the output register of a different instantaneous power quantity in one of the Arithmetic modules. This is an Advanced Configuration procedure. See Working in Advanced Configuration Mode on page 95.
Page 66
Energy Pulsing Screen
Figure 64: Configuring LED Pulsing.
Energy Pulsing Screen

If you wish to use one of the digital outputs on an 7300 series, 7500, 7600 or ION 8000 series meter for energy pulsing applications (Wh, kVAh, kVARh), configure it from the Energy Pulsing screen.
Figure 65: Energy Pulsing screen.
Page 67
Analog Outputs Screen
Analog Outputs Screen

An ION meters analog outputs act as transducers. The meter measures power and energy, and then sends that information via the analog outputs to a remote terminal unit (RTU). From this screen you can set the Full Scale and Zero Scales as well as define the ports that deliver and receive. The Zero Scale defines the source input value that creates the minimum current output on the analog device. The Full Scale defines the source input value that creates the maximum current output on the analog device. See the Digital and Analog I/O technical note, available for download from the Power Measurement website, for detailed information.
Figure 66: Configuring the Analog outputs.
Memory Screen
The Memory screen allows you to configure the meters log memory settings; for example Load Profile, Event Log, Waveforms, and System Resource allocation.
CAUTION: Be aware that modifying some memory parameters can reset recorded data. Ensure that all necessary information has been recorded before changing these settings.
Page 68
Load Profile Screen
Figure 67: Configuring memory allocations.
When editing the Load Profile, you can select the number of days (which will calculate the depth based on the current interval length).
Load Profile Screen

The Setup Assistant allows you to specify the interval and duration of the load profile. The Load Profile contains information about the power usage in your system, gathering detailed energy usage patterns over a period of time (Figure 68).
Page 69
PT/CT Correction Screen
Figure 68: Load profile screen in the Setup Assistant
In this screen, there are two tabs: Channels: allow you to program to load profile channels. Interval/Depth: allow you to program the interval and duration of the load profile channels. The channels you specify in this setup screen will appear in a Load Profile Report that you can generate in the Reports setup screen (see Figure 80).
PT/CT Correction Screen

The PT/CT Correction screen allows you to configure any transformer correction for inputs V1 to V3, and I1 to I4. Click Edit to configure the parameters.
Figure 69: PT/CT Correction Setup Assistant
Transformer Loss Screen

ION meters that support loss compensation in their default framework are the ION 8000 series and the 7500 and 7600 revenue meters. For information about Loss Compensation in the 7700 and 7300 series, please contact Power Measurement. Transformer Loss occurs when the power is dissipated by the core's magnetizing inductance (Iron loss) and/or the winding's impedance (Copper loss). ION Setup can calculate these losses for any operating condition if a few parameters of the power transformer are known.
Page 70
Time of Use (TOU) Screen
CAUTION: Due to the variation in installations, advanced knowledge of power systems and connection methods is required before transformer loss compensation can be properly implemented. Input parameters should only be programmed by qualified personnel that have appropriate training and experience with Transformer Loss Compensation calculations.
See the Transformer / Line Loss Calculations technical note available from Power Measurement for important details about Transformer Loss.
Figure 70: Configuring the Transformer Loss method.
Time of Use (TOU) Screen

Time of use is not available for all meters. The information specified in the Time of Use (TOU) screen can be used with logged data to calculate system energy and power costs (Figure 71). This information is important if you are using your meter in a billing application. The Setup Assistant leads you through a series of steps required to create a TOU schedule, including creating available rates, number of seasons, weekdays, weekends and alternate days as well as season rate profiles.
Page 71
Power Quality Screen
Figure 71: Time of Use (TOU) screen in Setup Assistant
Enter the dates of your different seasons as prompted. If your season is active on the same dates every year, you only need to enter a single range of dates in the appropriate fields. If the active dates are different each year (for example, Season 3 becomes active every first Monday in August), specify start dates for each year. Default Sample TOU Program Depending on your meter configuration, a time of use program named "Sample TOU" may exist on your device as part of its default framework. If this is the case, choose a name other than "Sample TOU" for your time of use program. This is to preserve the integrity of your meter's default framework. If "Sample TOU" does appear in the TOU setup screen, the TOU Assistant loads a default TOU program and holiday selection screen (not the "Sample TOU" program on the device). Name the TOU program and continue with the TOU Assistant steps. Editing TOU Settings and Holiday Configurations If you are not using the Sample TOU program, you can also edit, add and delete TOU data via this setup screen. Note that holiday configurations are specific to your particular PC, not the meter. Saving TOU Files Once you have created the TOU file in the Setup Assistant, save the TOU as a .TCF (Time of Use Configuration File), and upload it to other meters as required.
Power Quality Screen

Power Quality readings allow you to identify disruptions caused by transients, sags/swells, harmonics, and other power quality disturbances.
Page 72
Displays Screen
Figure 72: Configuring the Power Quality screen.
This screen (if available) has three tabs: Sag/Swell: allows you to configure the sag/swell limits of your meter. Waveforms: allows you to configure the waveform recording format and depth. Transient: allows you to configure the transient settings of the meter.
Displays Screen
ION meters ship with preconfigured display screens, and most users find that the data displayed by the front panel meets their requirements. However, front panel displays are easily customized on ION meters using the Displays Screen Setup Assistant.
Page 73
Displays Screen
Figure 73: Display Setup Assistant.
Click Edit to open the Display Editor.
Figure 74: Display Editor.
From the Display Editor you can reorder, delete or rename the screens by clicking the Move Up, Move Down or Rename buttons. Clicking New or Edit will open the Display Settings Wizard, where you can easily configure virtually any measurement or calculation of which your meter is capable.
Page 74
Displays Screen
Figure 75: Display setup window.
Select your screen type from the available dropdown menu, select the available parameters, and select the display properties, such as resolution. Once you have completed configuring your display settings, click Finish to send the changes to the meter.
Figure 76: Reprogramming displays progress screen.
Page 75
Verification
Verification
Readings can be verified in Normal or Test Mode. Click display to view; readings are displayed in realtime.
NOTE
Test Mode parameters Test Mode Sub-intervals and Test Mode Sub-interval Length must be changed in Normal mode under the Demand Setup screen (see Demand Screen on page 65). Loss Mode is only available in Test Mode.
Figure 77: Verification Screen
In Figure 78 there are five available tabs in Normal Mode: Energy; Rolling Demand; kQ/Cumulative Demand; Volts, Amps and Power; and Power Quality. These data can be saved as .TXT files. You can also perform a master reset from each screen.
Page 76
Verification
Figure 78: Verification screen, Normal Mode view
CAUTION: Wait one (1) minute after initiating the Master Reset to let the meter completely reset parameters. This is important if you are powering down the meter after a Master Reset.
Figure 79 illustrates the Test Mode screen, with its available tabs: Energy; Rolling Demand; and Volts, Amps and Power. As in Normal mode, each of these data screens can be saved as .TXT files. You can perform test reset from each screen.
.
Figure 79: Verification screen, Test Mode view
Page 77
Reports
Reports
The reports screen allows you to save a meters data as content, and let other users access and even interact with that content (see Figure 80).
Figure 80: Reports screen in Setup Assistant
There are four available reports; click display to view. In each case, you can choose the directory in which you would like to save the file (the location defaults to the Reports folder in your ION Setup directory). The reports are: Load Profile: which generates a report using the parameters you defined in the section Load Profile Screen on page 69. This data can be saved as an .HHF (Hand Held Format), .CSV or .TXT file. Event Log: which shows the meter events. The report uploads the meter events, including cause, value, effect and the date/time. This data can be saved as .CSV (Comma Separated Values) or .TXT (text) file. Choose the directory in which you would like to save this file.
NOTE
The Event Log obtains its time records from the local time of the PC on which ION Setup is running, not the meter local time.
Meter Configuration: which uploads the meters parameters and the set values of those parameters. This report can be saved as a .TXT file. Configuration Comparison: which reports the differences between a stored meter configuration file and the present meter configuration. This performs a text-based comparison between a saved Meter Configuration and the connected meter. If you press details, it provides a full report by exception and highlights the differences in red. By clicking display, you will be prompted for the stored .TXT document.
Page 78
Reports
Template Comparison: which reports the difference between a stored template and the meter template. By clicking display, you will be prompted for the stored template.
NOTE
Uploading or retrieving device configuration may take some time.
Saving Reports in ION Setup Load Profile and Event Log reports are organized in descending order according to date (the latest date will be the top entry in the report). You can save the entire report, or choose to save only portions of the report. You can also choose to print the entire report or only a selected portion of the report.
Note that the log obtains its time from the PC, not the meter.
Figure 81: Event Log
To save the entire report: click the Save As button without selecting more than one row of data. To save a portion of the report: click the date you want your report to begin. Hold down the shift key and select the date you want your report to end. Click Save As and ION Setup will only save the portion of the report you selected (see Figure 82).
Page 79
Writing to Multiple Registers
Figure 82: Event Log with data selected
To print the report: click the Print button. From the print dialog box, you can choose to print the entire report, or only a selected portion of the report (if you have selected a portion of the data as shown in Figure 82).

Within the Setup Assistant there are some functions that let you change the value in more than one register on the meter at the same time. For example, in the Demand screen of the Setup Assistant (Demand is a measure of average power consumption over a fixed time interval), you can choose to change the time interval of the calculated block period. Click Edit Register List to choose which registers will have these new block period values.
Figure 83: Writing to multiple registers
Page 80
As shown in Figure 83, the list on the left contains available registers. The list on the right contains registers that are currently selected for demand calculations. Click the arrow keys to move registers from Available to Selected, or vice versa. Select a series of Available registers by holding down the shift key while selecting registers. Any changes made to the block period values will be made in the registers in the Selected column. Advanced Programming or Configuration If you require more advanced programming or configuration it is recommended that you use the Designer component of ION Enterprise software. Designer is the best tool for sophisticated meter programming since it has a graphical interface that lets you view links and modules, include descriptive text about the configuration and troubleshoot any frameworks you create. See Working in Advanced Configuration Mode on page 95 for more information about advanced configuration.
Page 81
Adding & Configuring Devices

This section describes the procedures for adding sites, groups and devices while in Network Mode. It contains information on configuring the properties and working in Advanced Configuration Mode. It also contains information on how to EtherGate your ION meter.
In this chapter
Working in Network Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Adding a New Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Adding a New Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Grouping Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Assigning a Device to a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Removing Items from the Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Editing Site Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Editing Group Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Editing Meter Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Configuring EtherGate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Working in Advanced Configuration Mode . . . . . . . . . . . . . . . . . . . . . . . . 95 Synchronizing the Time Across Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 ION meter Cloning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101 Working with the ION 6200 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102 Working with 3000 series Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106 Configuring a 3720 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107 Configuring a 3710 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Configuring a 3300 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Configuring a 3800 RTU . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Page 83
Working in Network Mode
Working in Network Mode

You must be logged on to ION Setup in network mode in order to add a site, group or device. To add network items, close any open windows to return to the Network Viewer screen, then perform one of the following: Click the Insert an item button , or
From the Insert menu, select Item, or Right-click anywhere on the screen to display the shortcut menu, then click Insert Item. The New Network Item dialog box appears. Select the item that you want to add. Items that can be added include Sites, Groups and Meters. Select where you want to attach the new item in the Attach To box. Click OK.
Single Devices that Require Network Mode

Some devices require that you log on in network mode for proper communication. These devices include the ION 6200 as well as the 3000 series and 4000 series meters. Related Topics: Working with the ION 6200 on page 102 Configuring a 3720 on page 107 Configuring a 3710 on page 119 Configuring a 3300 on page 123 Configuring a 3800 RTU on page 125
Adding a New Site

What is a Site? A site refers to a particular method of communication. For example, you need separate sites for Ethernet, Serial and Modem types of communication. A site can have many connected devices. When you add a new site, the dialog displays three tabs: General, Timings and Polling. If you are adding a modem site, there is a fourth tab labelled Remote Info. The procedure for adding a new site is described below: 1. From the Insert menu, select Item (or click Network Item dialog appears: on the toolbar). The New
Page 84
Chapter 5 - Adding & Configuring Devices
Adding a New Meter
Figure 84: Network item dialog box
2. 3.
Select Site. Click OK. Fill in each field in the Site Properties dialog (see Editing Site Properties on page 88 for more information on this topic).
NOTE
If you can't see the new site under the computer you selected, ensure that you do not have View Groups selected under the View Menu.
Adding a New Meter

1. From the Insert menu, select Item (or click Network Item dialog appears: on the toolbar). The New
Figure 85: New network item dialog box
2. 3. 4.
Select Meter. Use the Attach To box to specify which site the meter belongs to. Click OK. Fill in each field in the Meter Properties dialog (see Editing Meter Properties on page 90 for related information).
Page 85
Grouping Devices
5.
Once the meter is added to ION Setup the ION Assistant appears in the right window. Double-click the icon to access the dialog that guides you through common setup and configuration activities.
NOTE
If you can't find the new meter under the site you selected, ensure that you do not have View Groups selected under the View menu.
Related Topics Assigning a Device to a Group on page 87 Editing Meter Properties on page 90
Grouping Devices
What is a group? A group is a feature that lets you define a logical grouping of meters. For example, you can have a group of meters for power quality monitoring, or you can have a group of meters defined by location. Groups are always attached to the System icon. Devices within each group are attached to both the group and the site (sites are connected to the workstation - see Editing Site Properties on page 88 for more information).
Figure 86: Devices grouped by revenue information and power quality
Page 86
Assigning a Device to a Group
Creating a Group
1. From the Insert menu, select Item (or click Network Item dialog appears: on the toolbar). The New
Figure 87: New network item dialog box
2. 3.
Select Group. Note that Groups are always attached to the System icon. Click OK. Fill in each field in the Group Properties dialog.
NOTE
If you cannot find the new group in the Network Viewer, ensure that you do not have View Sites selected under the View menu.
Related Topics Editing Group Properties on page 89 Viewing by Site, Group or Both on page 49
Assigning a Device to a Group

The ION Setup Network Viewer supports the same drag and drop facility available in the Windows Explorer. To assign a device to a group: 1. 2. 3. 4. From the View menu, select Both Sites and Groups (or click toolbar). on the
If the group has not yet been created, create the group so you have destination for dragging and dropping. See Creating a Group on page 87 for details. In the Network Viewer, double-click the site icon that contains the target device. Click the target device and drag it on top of the destination group icon. An icon for that device appears under the group icon.
NOTE
The device icon is present under both the site icon and the group icon. If the device was previously part of a different group, the device icon disappears from that group.
Page 87
Removing Items from the Network
Removing Items from the Network

NOTE
You cannot delete an item in single device configuration mode.
To remove a group, site or meter from the Network, click the item in the Network Viewer, then perform one of the following: Press the Delete key, Select Delete from the Edit menu, or Right-click on the item to display the pop-up menu, then select Delete.
NOTE
You cannot delete the System icon, the unassigned group icon (see Viewing Unassigned Groups on page 50) the workstation icon, or data display folders from the Network Viewer.
Editing Site Properties

To edit site properties, click the site whose properties you want to edit. Under the edit menu, click properties. The following window will appear:
Figure 88: Editing site properties window
1.
Under the General tab Type in a unique name for the site. Select a communications port. ION Setup shows all the available ports. Select the appropriate link type from Link Type box.
2. 3. 4.
Select the baud rate of the serial port. Under the Timings tab, specify a Transmit Delay (in milliseconds). The Polling tab defines on what schedule meters in the site are polled.
Page 88
Editing Group Properties
Method: This dropdown list displays the different polling methods available. Supported options are Continuous, On Demand, or Scheduled. See Polling Methods for ION Setup below for details. Edit Schedule: This button lets you edit or view the current schedule used to poll the meters in the selected site. Next Connection: This field displays when polling occurs again at the selected site. 5. If you select the modem link type, an additional tab call Remote Info appears. Under the Remote Info tab, enter the phone number (no spaces or dashes) in the Phone Number box. Click OK.
6.
Editing Group Properties

In the edit menu, click Properties:
Figure 89: Editing group properties
Or, right click on the group you want to edit and click on properties. Type in a unique name for the group and click OK.
Figure 90: Give the group a unique name
Page 89
Editing Meter Properties

To edit meter properties, click the meter whose properties you want to edit. Under the edit menu, click Properties, or right click on the device you wish to edit.
Figure 91: Editing Meter Properties
Selecting Properties will bring up the Device Properties dialog box. As illustrated in Figure 92, the dialog box contains the following tabs:
Figure 92: Device Properties Window
General
Name: Type in a unique name for the meter. Type: Select the appropriate meter type from this list. Unit ID: Type in a unique, 4-digit Unit ID. The number you enter here must match the number that has been programmed for the connected communications port on the device. IP Address: If you are connecting using Ethernet you must enter the IP address. IP Port: This contains the port number of the device to which you are connected. Group: If you have created a group and placed your meter in it, this box displays the name of that group.
Display
Default Tables: This lets you select which template ION Setup uses to display data. Selecting an option other than Default instructs ION Setup to display data accordingly.
Page 90
Tools
Poll Device: To enable polling of the device, make sure this box is ticked. Device Setup: For 3000 series devices, you can only configure the standard meter setup parameters. For ION devices, you can select to display either basic ION Setup or advanced ION Setup parameters: Show Basic: Displays only the modules needed for basic setup (i.e. Power Meter module and kW, kVAR, kVA and I avg Sliding Window Demand modules). Show Advanced: Displays all available modules in the selected ION device. Note that this option takes considerably longer to execute.
Page 91
Configuring EtherGate
EtherGate allows you to communicate simultaneously to and through a meter. When an Ethernet-capable ION meter has EtherGate enabled, a workstation using ION Setup software can communicate to the meter, and through this meter to another device (or serial network of devices) wired to the Ethernet-capable meters COM port.
NOTE
You must be in Network Mode to configure EtherGate in ION Setup.
Figure 93: Example EtherGate configuration.
Before configuring EtherGate, make sure your gateway meter is connected to Ethernet, and your serial network of meters are wired to the gateway meter (and basic setup has been performed on each device). 1. In the Network Viewer, add an Ethernet-capable meter to ION Setup: Right-click in the Network Viewer and select Insert Item > Meter. In the New Device window, configure the communication details for your new meter.
Figure 94: Configure the meter that will act as your Gateway.
Page 92
2.
Add an Ethernet gateway site to enable EtherGate on the Ethernet device you added in Step 1: Right-click in the Network Viewer and choose Insert Item... Choose Site and click OK. The following window appears:
Figure 95: Name your new site, choose an Ethernet Comm Link, and choose EtherGate connection.
Configure the new site as follows:

General Tab
Parameter
Name
Remote Info Tab

Setting
Desired site name
Parameter
IP Address
Setting
IP Address of meter in Step 1. IP typically supplied by your Information or Help Desk. 7801 - talk through COM1 7802 - talk through COM2 7803 - talk through COM3 7800 - talk through COM2 and COM3
Comm Link
Ethernet 01 to 112
IP Port
Link Type
EtherGate
3.
Add each device on the serial loop to the Ethernet gateway site you added in the previous Step 2. Right-click on the new site you just added and select Insert Item... Choose Meter and click OK. Configure the new device* as seen below:
Figure 96: Choose a name, a meter type, and ID # for your new device.
* Confirm the devices Unit ID from its front panel.
Page 93
The Network Viewer should resemble the figure below:
Ethernet meter added in Step 1
EtherGate site added in Step 2
Serial device added in Step 3
Figure 97: An EtherGate site viewed from the Network Viewer
EtherGate Checklist
Confirm that the gateway meters IP Address and Subnet Mask Address are correct. Confirm that the gateway meters appropriate COM port is used for the gateway. Ensure that the protocol is set to ETHERGATE. Confirm the baud rate and unit ID settings for each serial device.
Page 94
Working in Advanced Configuration Mode

For information on basic configurations, see the topic Setup Assistant Overview on page 56. If you require advanced programming or configuration it is recommended that you use the Designer component of ION Enterprise software. Designer is the best tool for sophisticated meter programming, since its graphical interface lets you view links and modules, include descriptive text about the configuration, and troubleshoot any frameworks you create. To access Advanced Configuration mode Access the ION modules on a meter and create new module by following these steps: 1. Right-click on a meter, select Properties...,
Figure 98: Accessing Advanced Configuration mode.
2.
Click the Tools tab, and choose Advanced ION Setup mode from the Device Setup dropdown menu. Allow a moment or two for the ION modules to load on your screen.
NOTE
When working in Network Mode, Advanced and Basic views are device-specific. This allows you to view one meter in advanced mode and another in basic mode.
Page 95
Overview of the ION Architecture

ION architecture forms the basis of every component in the ION Setup network. This architecture defines the logical pathways used by control information and data when moving between individual functional blocks within a meter, among meters and other parts in the power monitoring and control system. The ION architecture is object-oriented, giving you exceptional system flexibility. ION meters (like the 7700, ION 8000 series and 7300 series) can be configured to dedicate their resources to your application. The fundamental objects that comprise the ION architecture are ION modules and ION registers. ION Modules ION modules are virtual building blocks of functionality that link together to change set up as required. Each ION module has an analogy in conventional power monitoring systems: the Power Meter module is similar in function to a digital multimeter; the Thermal Demand module is similar to a conventional demand meter; the Integrator module can do everything an energy meter can do. Over fifty types of ION modules are defined in the ION architecture, and more are being developed. Their functions range from basic real-time power measurements to comprehensive waveform data logging and setpoint control. Collectively, these ION modules cover the complete range of power monitoring and control capabilities with a level of adaptability that is impossible to find in conventional power instrumentation. Some examples of ION modules are: The Power Meter module provides the functionality of a discrete power measuring instrument, such as a conventional kW meter or the basic measurements provided by multifunctional meters like the 3300. The Maximum module is analogous to a peak register, which may keep track of the peak demand, for example. A Maximum module in the ION architecture, however, has the flexibility to keep track of the maximum value for any programmed parameter. The Data Recorder module models the behavior of a conventional strip chart recorder, which may be used to track variations in current flow, for example. This ION module stores the values so that they can be retained in memory or on disk, and displayed or printed for later analysis. Furthermore, since the Data Recorder can sample at sub-millisecond intervals, it can also be used as a very high speed recorder for harmonics analysis and fault detection The types of modules available in an ION meter and the number of each type that may be used depends on the kind of device. The 7700, for example, has 16 Data Recorder modules. The ION 7300 on the other hand has none. Refer to the online ION Device Templates documentation for information on the available modules for the device. ION Registers Each ION module has a number of setup registers and one or more output registers. ION registers are data storage locations; the module reads data through its input(s), manipulates the data according to its function and the values in the setup
Page 96
registers and writes the result to its output register(s). The output registers might contain maximum RMS readings for three-phase current, for example, or perhaps the high speed digitized data points for 32 cycles of a single-voltage phase. Module Links An ION meter is customized by linking ION modules. The inputs of each module can be linked to the output registers of other modules. This allows data to flow from one module to the next. The setup registers are internal to each module, so they do not require linking. Register Classes Not all output registers can serve as inputs for all modules. There are different classes of registers and each is capable of holding different types of information. For example, numeric registers contain numbers, Boolean register contain ON or OFF information and waveform registers contain waveform data. These registers are described in the online ION Programmer's Reference (at www.pwrm.com or on the ION Setup CD). To link two ION modules together, the output registers of the first module must contain the kind of information that the next module can use.
Creating New ION Modules

1. 2. From the left pane (Network Viewer), click the module type you want to create. From the Insert menu, select Module (or click on the toolbar).
If there are sufficient resources on the device, the new module appears on the right pane.
Creating Custom Module Labels

ION Setup allows you to create custom labels for modules so you can give them a more descriptive name. To create a custom label: 1. 2. 3. 4. Right-click on the module icon you want to label. Select Properties from the pop-up menu. Type the new label into the Name box. Click the Send button to send your changes to the device.
NOTE
The number of labels available on an ION meter is limited. You may want to restrict the use of custom labels to output registers only (where they are typically more useful).
Configuring an ION Module Setup Register

ION Setup lets you change the values for numeric bounded, enumerated and string setup registers. Setup registers that are not of these three classes cannot be configured using ION Setup. 1. Double-click on the module you want to configure.
Page 97
2. 3.
Select the Setup Registers tab. The Parameters box lists all the setup registers of the selected module and their settings. To change a setup register, select it and click the Edit button. If the selected setup register is a numeric bounded register, type a value into the provided box and click the OK button. If the selected setup register is an enumerated register, select an option from the box and click the OK button.
4.
Click the Send button to send your changes to the device.
Linking ION Modules

ION Setup lets you link the output register of an ION module to the input of another ION module on the same device. This operation is the foundation for reconfiguring ION devices. To create a link between ION modules: 1. 2. 3. Double-click the module whose input you want to link. Select the Inputs tab. The Parameters box lists all the inputs of the selected module as well as the labels of the output registers that are currently linked to each input. To create a new link (or change an existing one), click on the input and click the Edit button. The ION Input Selection dialog box appears; complete this dialog box (for more detail, see the topic ION Input Selection Dialog Box on page 98). The label of the output register you selected appears beside the input in the Parameters box. Click the Send button to send your changes to the device.
4. 5. 6.
ION Input Selection Dialog Box Like the Windows Explorer, when you click on an item in the tree, it expands (for example, if you click on the Sliding Window Demand modules, all the available Sliding Window Demand modules will be displayed. If you click on a specific module, all the output registers of that module will be revealed) to show all the items beneath it in the hierarchy. As you are traversing the tree, ION Setup caches the branches you open. Thus, if you open a branch of the tree that you already looked at, ION Setup can display it immediately, without communicating with the device. The parts of the tree you have opened are identified by a small box with a + or sign (the + sign indicates that the item can be expanded further and the - sign indicates that the branch has already been expanded) beside them.
NOTE
The cached tree is only maintained until you open the ION tree of another ION device; once you change to another ION device, the cache is cleared.
There are several ways to select an output register:
Page 98
You can use the tree to select the module type, module and register. At the top of the dialog box, the full path of the register is shown as \\Device Name\ION module type\ION module and the name of the register appears in the Parameter box. Only those output registers of the class appropriate for the selected input are displayed. ION Registers: each ION module has a number of setup registers and one or more output registers. ION registers are data storage locations; the module reads data through its input(s), manipulates the data according to its function and the values in the setup registers and writes the result to its output register(s). The output registers might contain maximum RMS readings for three-phase current, for example, or perhaps the high speed digitized data points for 32 cycles of a single-voltage phase. Module Links: an ION device is customized by linking ION modules. The inputs of each module can be linked to the output registers of other modules. This allows data to flow from one module to the next. The setup registers are internal to each module, so they do not require linking. Register Classes: not all output registers can serve as inputs for all modules. There are different classes of registers and each is capable of holding different types of information. For example, numeric registers contain numbers, Boolean register contain ON or OFF information and waveform registers contain waveform data. These registers are described in the online ION Reference (at www.pwrm.com or on ION Setup CD). To combine two ION modules together, the output registers of the first module must contain the kind of information that the next module can use. If you already know the label of the register you want and you have already opened that branch of the tree, you can simply type the label of the register you want into the Parameter box and click the Search button. If the register is in ION Setups cache, the path of the register appears above the Parameter box and the OK button becomes available. (If the register is not in the cache or has been typed incorrectly, the message No match found in cache is displayed.) If you know the handle of the register you want, you can bypass the ION tree altogether and simply type in the handle. This is the fastest method of accessing an ION register (if you know the handle) however it does not add the register to the cache. Once you have selected an output register, click the OK button to return to the configuration dialog box of the module whose input you selected.
Deleting Links Between ION Modules

To delete a link between two ION modules: 1. 2. 3. 4. 5. Double-click the module whose input you want to unlink. Select the Inputs tab. The Parameters box lists all the inputs of the selected module as well as the labels of the output registers that are currently linked to each input. Select the input, then click the Delete button. Click the Send button to send your changes to the device.
Page 99
Synchronizing the Time Across Devices
Viewing ION Module Output Registers

1. 2. 3. Double-click the module whose output registers you want to view. Select the Output Registers tab. The Parameters box list all the output registers of the selected module.
Customizing ION Module Output Register Labels

The labels of some output registers cannot be changed (e.g. Event Register label). However, most output register labels can be changed, so you can customize the modules. To customize an output register label: 1. 2. 3. Click on the parameter you want to change the output register label, then click the Edit button (or simply double-click on the parameter). Enter your new label in the "Enter..." dialog box, then click OK. Click the Send button to save your changes. Click the Cancel button if you decide to keep the output register label unchanged.
Editing Custom Register Labels

You can create custom labels for output registers, allowing a descriptive label in the data display screens. ION Setup does not support custom setup register labels. To create a custom label for an output register: 1. 2. 3. Double-click the module whose output register you want to label. Select the Output Registers tab. The Parameters box lists all the output registers of the selected module. Select the register you want to label, then press the Edit button (or simply double-click the register). In the dialog box that appears, type the custom label in the edit box, then click OK. Depending on the type of ION device you are working on, there may be a limit to the number of characters a custom label can have; the dialog box only lets you enter the number of characters supported by the device. Click the Send button to send your changes to the device.
4.
5.
Synchronizing the Time Across Devices

To broadcast time from your computers internal clock to all devices in one or more sites: 1. 2. 3. From the Tools menu, select Broadcast Time (or click on the toolbar).
Select the site or sites to which you want to send the current time. Note that only sites that are presently connected appears in the list. Click the Broadcast button.
All devices in the selected sites are updated with the current time from your computer.
Page 100
ION meter Cloning
ION meter Cloning

For ION meters, ION Setup copies, or clones, the device setup screens from one meter to another same-model meter. The following setup screens are not copied, and their setup registers remain unchanged after cloning: COM modules Security Users modules Security Options modules Log Mail modules Example If you copy the setup configuration of ION meter A onto ION meter B: 1. 2. All modules in Meter B are erased, then All the modules in Meter A are copied to Meter B.
As before, the only exceptions to the above are the COM, Security Users, Security Options and Log Mail modules; they remain unchanged after cloning. To completely clone an ION meter: 1. 2. 3. Make sure SETUP button is depressed to display only setup information.
Expand the System tree so that the meter icons are displayed on both halves of the screen From the right pane, click and drag the icon of the meter you want to copy setup configuration from, on top of the meter you want to copy setup configuration to.
To clone Meter8500As configuration to Meter8500B, click and drag Meter8500As icon from the left panel over Meter8500B on the right
Figure 99: Cloning a meters configuration.
4.
ION Setup proceeds to copy, and displays the Copying Device Configuration dialog box. After all configuration parameters have been copied, the message, Cloning fully successful appears on the status bar at the bottom left corner of the ION Setup screen.
Page 101
Working with the ION 6200

You must log on to ION Setup in Network Mode to work with an ION 6200 device, single or otherwise. See Working in Network Mode on page 84 for more information.
NOTE
ION Setup does not support full or partial cloning in the ION 6200.
The ION 6200 requires several basic operating parameters to be set before it can function properly. These parameters affect the communications of the ION 6200 as well as its display and measurements. They include: Basic Setup Communications Demand Display Outputs Scaling Wiring Setup.
Double-click these icons to configure device parameters.
Figure 100: Available configuration screens for an ION 6200.
Page 102
ION 6200 Basic Setup

1. To set up the basic operating parameters of an ION 6200, double-click on the device's Basic Setup icon:
Figure 101: Setting the available parameters.
2.
The Basic Setup dialog box appears; from here you can configure: Volts Mode PT Primary PT Secondary CT Primary CT Secondary
3. 4.
Select desired parameter and click Edit. Make the desired changes and click OK. Click Send to commit your changes to the meter.
ION 6200 Communications Setup

CAUTION
Caution: Making communications changes while ION Setup is connected to your device can cause ION Setup to lose communication with the device.
To set up the communications parameters of an ION 6200: 1. 2. Double-click on the device's Communications icon. The Communications dialog box appears; from here you can configure: BAUD rate (default rate = 9600) Protocol Unit ID RTS Delay 3. Select the desired parameter and click Edit. Make the changes and click OK.
Page 103
4.
Click Send to commit your changes to the meter.
ION 6200 Demand Setup

To set up the Demand parameters of an ION 6200: 1. 2. Double-click on the device's Demand icon. The Demand dialog box appears; from here you can configure: Period (mins) # of Intervals 3. Select the desired parameter and click Edit. Make the appropriate changes and click OK. Click Send to commit your changes to the meter.
4.
ION 6200 Display Setup

To set up the Display parameters of an ION 6200: 1. 2. Double-click on the device's Display icon. The Display dialog box appears; from here you can configure: Scroll Time Refresh Period 3. Select the desired parameter and click Edit. Make the appropriate changes and click OK. Click Send to commit your changes to the meter.
4.
ION 6200 Outputs Setup

To set up the Outputs parameters of an ION 6200: 1. 2. Double-click on the device's Outputs icon. The Outputs dialog box appears; from here you can configure: Kt Digital Output 1 Kt Digital Output 2 Digital Output 1 Mode Digital Output 2 Mode IRDA Mode 3. Select the desired parameter and click Edit. Make the appropriate changes and click OK. Click Send to commit your changes to the meter.
4.
Page 104
ION 6200 Scaling Setup

To set up the Scaling parameters of an ION 6200: 1. 2. Double-click on the device's Scaling icon. The Scaling dialog box appears; from here you can configure: Voltage Scale Current Scale Neutral Scale Power Scale 3. Select the desired parameter and click Edit. Make the appropriate changes and click OK. Click Send to commit your changes to the meter.
4.
ION 6200 Wiring Setup

To set up the wiring parameters of an ION 6200: 1. Double-click on the device's Wiring icon.
Figure 102: ION 6200 Wiring Setup
2.
The Wiring dialog box appears; from here you can configure: V1 - V3 Polarity I1 - I3 Polarity Polarity selection for the ION 6200 include Normal or Inverted.
3.
Select the desired parameter and click Edit. Make the appropriate changes and click OK. Click Send to commit your changes to the meter.
4.
Page 105
Working with 3000 series Devices
Working with 3000 series Devices

You must log on to ION Setup in Network Mode to work with any 3000 series device, single or otherwise. See Working in Network Mode on page 84 for more information.
Device Cloning
ION Setups cloning capabilities let you copy an ION meters configuration details onto another (same model) meter. This feature saves you time by letting you set up meters with a 'drag-and-drop' of an icon. In addition to completely cloning a given meters setup, ION Setup may also allow you to clone only selected setup screens. 3000 series device cloning For the 3000 series and 4000 series meters, ION Setup can copy any or all device setup screens from one meter to another same-model meter. For procedures, follow one of the procedures below: Complete cloning (copy ALL setup screens): Complete cloning (copying multiple setup screens) The following procedure applies ONLY to 3000-series devices.
NOTE
Set the confirm copies option first. This gives you the option to copy only a subset of any given meters setup configuration screens. To set Confirm Copies, click on Tools, Options, then select the Confirmation tab. Make sure the Confirm Copies checkbox is ticked. Click OK.
1. 2. 3. 4. 5. 6.
Make sure the Display Setup Screens button
is selected.
Expand the System tree so that the meter icons are displayed. From the right pane, select the meter you want to completely copy setup configuration from. Click and drag this meters icon to the left pane, on top of the meter you want to copy setup configuration to. Click YES to acknowledge the setup screens you want copied. Click NO to deny copying of setup screens that you do not want copied. ION Setup proceeds to copy the setup configuration and displays the Copying Device Configuration dialog box. If you want to stop the cloning, hit the escape [Esc] key.
Exceptions to device setup cloning If not all setup screens are copied, or if the cloning was halted or interrupted, the Copy Results dialog box appears. This list contains the result of the cloning as follows: Copied: This indicates the setup screen was successfully copied.
Page 106
Configuring a 3720
Skipped: This indicates that you clicked No to the confirmation dialog box for copying that setup screen. Failed: This indicates that the Esc key was hit when ION Setup was attempting to copy that setup screen. Any or all setup parameters may be copied onto a same-model device, with the exception of some setup parameters inside the GENERAL tab of the devices BASIC SETUP screen. Also, for ION meters, the COMM modules remain unchanged after cloning. Partial cloning (copy a SINGLE setup screen) The following procedure applies ONLY to 3000 series and 4000 series devices. 1. 2. 3. 4. Make sure you are in Setup Screens view mode (the SETUP button is depressed to display only setup information). Expand the System tree so that the meter icons are displayed. Double-click on the meter icon you want to copy selected setup configuration from. The different setup icons for that meter are displayed on the right pane. From the right pane, select the setup icon you want to copy. Click and drag this setup icon to the left pane, on top of the meter to which you want to copy setup configuration. Click YES to acknowledge the chosen setup screen you want copied. ION Setup proceeds to copy the setup configuration and displays the Copying Device Configuration dialog box. If you want to stop the cloning, hit the escape [Esc] key.
5. 6.
Configuring a 3720
NOTE
You must be logged on in Network Mode for ION Setup to communicate with this device.
3720 Basic Setup

The 3720 requires several basic operating parameters to be set before it can function properly. These parameters affect the communications of the 3720 as well as its measurements. To set up the general operating parameters of a 3720: 1. 2. 3. Double-click on the device's Basic Setup icon. The Basic Setup dialog box appears from which you can configure General setup parameters and Power Meter setup parameters. Click the Send button to send your changes to the meter.
3720 General Setup

These options are accessed via the General tab of the Basic Setup dialog box.
Page 107
Configuring a 3720
1.
In the Unit ID box, enter a unique 4-digit identification number between 1 and 9999. The default is the last four digits of the serial number of the device. If you decide to change the default Unit ID, you should immediately return to the network viewer, select the 3720 and edit the devices Unit ID in the Device Properties dialog box. In the password box, enter a 4-digit password between 0 and 9999. This restricts front-panel access to the meter. The default is 0. In the Baud Rate box, specify the baud rate at which the 3720 communicates with the computer. If you change this value, you will not be able to communicate with the 3720 until the baud rate for the site itself has been updated via the site properties dialog box. (Note: When changing the baud rate of a device, all devices at that site should have their baud rates updated before changing the site properties.) In the WFR Configuration box, select how you want to configure the 36-cycle Waveform Recorder (WFR). (3720 firmware version 1.1.1.1 only supports 1x12 WFR configuration.) In the High-Speed Feature box, select which of the two 3720 high-speed features you want to enable, the High-Speed Snapshot Log (supported in firmware V1.2.0.0 and later) or the Timeovercurrent feature.
2. 3.
4.
5.
3720 Power Meter Setup

These options are accessed via the Power Meter tab of the Basic Setup dialog box. 1. 2. 3. 4. 5. 6. In the Volts Mode box, click on the option that describes your system connection configuration. In the Phase Rotation box, select the normal phase sequence of your power system. In the Nominal Frequency box, select the nominal frequency of your power system. In the Volt Scale box, type in the full-scale input reading for the 3-phase voltage inputs (i.e. the PT primary voltage rating). In the Amps Scale box, type in the full-scale input reading for the 3-phase current inputs (i.e. the CT primary current rating). In the Amp I4 Scale box, type in the full-scale current reading for the I4 (neutral/ ground) input.
3720 Group Keys Setup

The 3720 has two Group Keys that you can program to display a subset of the hundreds of measured parameters on the front panel. Up to 20 base parameters can be assigned to each Group Key, with numerous measurement variations available for some parameters. Both Group Keys are programmed exactly the same way. 1. Double-click on the device's Group Keys icon.
Page 108
Configuring a 3720
2.
Select either the Group 1 or the Group 2 tab. The Keys box lists the parameters currently assigned to the Group key in the order they will appear on the front panel. Beside each base parameter, the selected phase and mode is shown. Click on a parameter in the Keys box. To add a new parameter to the list, click on the Insert button and complete the Parameter Selection dialog box. The new parameter will appear above the selected parameter. To remove a parameter, select the parameter then click the Delete button. To edit a parameter in the list, select the parameter then click the Edit button and complete the Parameter Selection dialog box. The number of keys that have been used so far and the number of keys remaining are shown at the bottom of the Keys box. Each variant of each parameter uses up 1 key. For example, selecting real-time Amps for phases A, B and C requires 3 keys.
3.
4.
Press the Send button to send your changes to the meter.
3720 Analog I/O Setup

The 3720 provides an auxiliary voltage input and a current output. To configure them: 1. 2. 3. 4. 5. 6. 7. 8. 9. Double-click on the device's Analog I/O icon. Select the VAUX Input tab. In the Zero Scale box, type in the reading that should be displayed when 0.000 VAC is applied to the VAUX input. In the Full Scale box, type in what reading should be displayed when 1.000 VAC is applied to the VAUX input. Select the IOUT Output tab. In the Zero Scale box, type in the value of the associated measured parameter corresponding to zero scale current output. In the Full Scale box, type in the value of the associated measured parameter corresponding to full scale current output. In the Key box, select to which parameter the IOUT output will be proportional. In the Range box, select the range of the IOUT output.
10. Press the Send button to send your changes to the meter.
3720 Digital I/O Setup

The 3720 provides 3 control relays and 4 status inputs. To configure them: 1. 2. 3. 4. Double-click on the device's Digital I/O icon. To configure the 3720 relays, click on each Relay tab and fill in the boxes. To configure the 3720 status inputs, click on each Status tab and fill in the boxes. Press the Send button to send your changes to the meter.
Page 109
Configuring a 3720
3720 Status Input Setup

These options are accessed via the Status tabs of the Digital I/O dialog box. 1. 2. 3. In the On Label box, enter the text you want to appear when the status input is ON. In the Off Label box, enter the text you want to appear when the status input is OFF. In the Counter Resolution box, select the resolution (or number of decimal places) of the status counter. This value can only be changed for meters equipped with Firmware versions 1.2.0.0 or later. In the Counter Increments box, enter the "value" of one pulse on the status input. This value can only be changed for meters equipped with Firmware versions 1.2.0.0 or later. In the Counter Rollover box, enter the maximum value a counter may attain before it is reset to zero. This value can only be changed for meters equipped with Firmware versions 1.2.0.0 or later. If you want to log activity on the status input in the Event log, check the Log Activity box.
4.
5.
6.
3720 Relay Setup

These options are accessed via the Relay tabs of the Digital I/O dialog box. 1. 2. 3. In the On Label box, enter the text you want to appear on the front panel when the relay is ON. In the Off Label box, enter the text you want to appear on the front panel when the relay is OFF. In the Mode box, specify the function of the relay. You can choose if you want it to respond to a Setpoint condition or to perform energy pulsing.
NOTE
When enabling kWh, kVARh or kVAh pulsing, first check the setpoint configuration to ensure there will be no conflicts between the setpoint and pulse output relay assignments.
4.
In the Duration box: If you selected Setpoint mode, enter the duration of the output pulse in seconds. A value of zero specifies latch operation. If you selected one of the energy pulsing options, enter the number of kWh, kVARh or kVAh between pulses. A value of zero disables pulsing.
3720 Demand Setup

The 3720 provides both Sliding Window and Thermal Demand values for many parameters. 1. Double-click on the device's Demand icon.
Page 110
Configuring a 3720
2. 3. 4.
To configure Sliding Window Demand parameters, click on the Sliding tab and complete the boxes. To configure Thermal Demand parameters, click on the Thermal tab and complete the boxes. Press the Send button to send your changes to the meter.
3720 Sliding Window Demand Setup

These options are accessed via the Sliding tab of the Demand dialog box. 1. 2. In the Number of Periods box, type in the number of periods (sub-intervals) in the total demand window. In the Period Length box, type the length (in minutes) of each period (subinterval). A value of zero specifies External demand synchronization (for firmware versions prior to V1.3.0.0) where the demand period is synchronized with a utility pulse applied to the S4 status input. In the Synchronization box, select whether the demand period is set internally or synchronized with a utility pulse applied to the S4 status input (external) (for V1.3.0.0 or later). In the Predicted Base box, type in the prediction base as a percentage of the demand period. For firmware versions prior to V1.3.0.0, this represents the point at which the predicted value will reach approximately 63% of the value at the end of the demand period. For V1.3.0.0 and later, it represents the point at which the predicted value will reach approximately 90% of the value at the end of the demand period. The Parameters box lists the parameters for which sliding window demand values are calculated. Up to 10 values are supported. To add a new parameter to the list, click on the Insert button and complete the Parameter Selection dialog box. The new parameter will appear above the selected parameter. To remove a parameter, select the parameter then click the Delete button. To edit a parameter in the list, select the parameter then click the Edit button and complete the Parameter Selection dialog box (see on page 112 for more details).
3.
4.
5.
Selecting Parameters
This dialog box lets you select a parameter or a condition.
Page 111
Configuring a 3720
Figure 103: Selecting a parameter or position
1. 2.
Select a base parameter or a condition from the box on the left side of the dialog box. The three boxes on the right side of the dialog box let you further qualify your parameter selection. They offer different options depending on what base parameter you have selected. To use these boxes, start with the top one and work down because the options available depend on your previous choices. Select the options you want from the boxes on the right. (Note that one or more of these boxes may be unavailable depending on your previous selections.) Click OK.
3.
3720 Thermal Demand Setup

These options are accessed via the Thermal tab of the Demand dialog box. 1. 2. In the Period Length box, type the total time (in minutes) used to calculate thermal demand. (Available for V1.3.0.0 or later.) In the Characteristic box, specify the type of calculation used to simulate the heating of a thermal element.
3720 Setpoint Setup

1. 2. Double-click on the device's Setpoint icon. The 3720 has 11 standard setpoints, represented by the S01 to S11 tabs and 6 high-speed setpoints, represented by the H01 to H06 tabs. To configure a setpoint, click on its associated tab. The Parameter field indicates on what parameter (if any) the setpoint will respond to. To change to a different parameter, press the Edit button and complete the Parameter Selection dialog. In the Low Limit box, For an Over setpoint, type in the minimum value the selected parameter must reach before the setpoint returns to the inactive state. For an Under setpoint, type in the minimum value the selected parameter can reach before the setpoint goes active. For a Boolean setpoint, this setting is not required. 5. In the High Limit box,
3.
4.
Page 112
Configuring a 3720
For an Over setpoint, type in the maximum value the selected parameter can reach before the setpoint goes active. For an Under setpoint, type in the maximum value the selected parameter must reach before the setpoint returns to the inactive state. For a Boolean setpoint, this setting is not required. 6. In the Operate Delay box, type in for how long the parameter must be outside the specified limit before the setpoint goes active. (This value is specified in seconds for standard setpoints and cycles for high-speed setpoints.) In the Release Delay box, type for how long the parameter must return to within the specified limit before the setpoint returns to the inactive state. (This value is specified in seconds for standard setpoints and cycles for high-speed setpoints.) In the Action #1 box, enter what you want the setpoint to do upon going active. In the Action #2 box, enter a second activity you want the setpoint to perform upon going active.
7.
8. 9.
10. Press the Send button to send your changes to the meter.
NOTE
Do not use Volts L-N as a setpoint trigger in Delta mode. Doing so may cause false setpoint activity. To configure a gated snapshot log, set the setpoint action to trigger the desired log, then set the Trigger On parameter of the snapshot log to "Setpoint".
3720 Time OverCurrent Setup

The TimeOvercurrent (TOC) feature of the 3720 allows you to define virtually any time-current characteristic for a variety of applications, such as backup overcurrent protection. The time-overcurrent curve represents a boundary for safe current operation of a feeder; the shape of the curve is such that as the current increases, the time necessary to trip an associated setpoint is reduced. If a high speed setpoint has been configured for use with the TOC feature, the setpoint will be activated if the current exceeds the characteristic curve. This feature is only available if it is selected as the high-speed feature in the 3720 General Setup dialog box. 1. 2. 3. Double-click on the device's Time Overcurrent icon. In the Number of Points box, select the number of data points used to define the characteristic curve. In the Pickup Current boxes, type in the base value of current to start the characteristic curve and the duration in milliseconds for which this current limit must not be exceeded. Depending on how many data point you selected, one or more Pickup Multipliers boxes will be enabled. For each pair of boxes, enter: the current limit for the corresponding duration. For example, if xCURRENT=10 for a maximum current of 500, the current limit is 5000A for the specified duration. the duration in milliseconds for which the current limit must not be exceeded.
4.
Page 113
Configuring a 3720
5.
The preview box on the right displays the curve and adjusts it as you make modifications.
NOTE
The 3720 is not intended for use as a primary overcurrent protection device. 3720 setpoint relay control capabilities are designed to execute a variety of less critical functions, or to perform shadow (backup) protection on critical breakers.
6.
3720 Snapshot Log Setup

The 3720 has a large on-board nonvolatile memory available for up to eight snapshot logs, one of which may be used as a High Speed Snapshot Log (V1.2.0.0 or later) if you have selected High Speed Snapshot Log as your high-speed feature in Basic Setup. To configure these logs: 1. 2. Double-click on the device's Snapshot Logs icon. Each of the 3720 Snapshot Logs is represented by a tab. (The High-Speed Log if available is under the HS Log tab.) To configure a Snapshot Log, click on its associated tab. In the Memory Allocated, type in how much non-volatile memory you want to allocate to the log as a percentage of the total available log memory. The amount of memory used is related to the number of parameters being logged (up to 12), and the logging interval. Any value greater than 4% and less than or equal to the indicated MAX may be entered, in multiples of 2%. A value of zero disables the log. In the Trigger On box, specify how the Snapshot Log is to be triggered (Interval or Setpoint). If a Setpoint action has been set to trigger the snapshot log, you must choose Setpoint. In the Interval boxes, For standard snapshot logs, specify the time interval between snapshot log records. A gated log is triggered by a setpoint and requires a non-zero interval. A gated log will record at the specified intervals only while the setpoint is active. Setting the interval to zero for a setpoint-triggered log will result in a single-shot log, with one record logged every time the setpoint goes active. For the high-speed snapshot log, specify the number of cycles between records and the criterion for stopping. If you selected timed out as the criterion, specify the total duration (in cycles) of the recording. 6. The Parameters box lists the parameters that will be logged. Up to 12 values are supported. To add a new parameter to the list, click on the Insert button and complete the Parameter Selection dialog box. The new parameter will appear above the selected parameter. To remove a parameter, select the parameter then click the Delete button. To edit a parameter in the list, select the parameter then click the Edit button and complete the Parameter Selection dialog box.
3.
4.
5.
Page 114
Configuring a 3720
7.
NOTE
Gated snapshot logs may have irregular time stamp intervals. They are not suitable for historical trending.
3720 Min/Max Log Setup

The 3720 has a large on-board nonvolatile memory available for up to 16 Min/Max logs, each of which can record one min/max trigger parameter and up to 15 coincident parameters. These logs are in addition to the preset min/max logs provided by the 3720. To configure these logs: 1. 2. 3. Double-click on the device's Min/Max Logs icon. Each of the 3720 Min/Max Logs is represented by a tab. To configure a Min/Max Log, click on its associated tab. Each log is triggered when its trigger parameter reaches a new minimum or maximum. The currently selected parameter is displayed in the Trigger Parameter box. To change this parameter, click the Edit button and complete the Parameter Selection dialog box. The Other Parameters box lists coincident values that are recorded when the trigger parameter attains a new minimum or maximum value. The 3720 supports a minimum of 1 and a maximum of 15 other parameters. To add a new parameter to the list, click on the Insert button and complete the Parameter Selection dialog box. The new parameter will appear above the selected parameter. To remove a parameter, select the parameter then click the Delete button. To edit a parameter in the list, select the parameter then click the Edit button and complete the Parameter Selection dialog box. 5. Press the Send button to send your changes to the meter.
4.
3720 Time of Use Setup

Time of Use (TOU) is a billing scheme that uses a varying tariff structure that depends on the time of day. The TOU feature in the 3720 can be used to record energy usage and demand for virtually any tariff structure. It records energy usage in a set of three accumulating energy registers and three demand registers for each of up to ten tariffs. The meter determines the tariff for a given time and date through an internal calendar. You must configure the 3720's internal calendar to match your tariff structure. The TOU calendar supports two full years with one day resolution. 1. 2. 3. 4. 5. Double-click on the device's Time of Use icon. Select the Rates/Tariffs tab and complete each box. Select the Profiles tabs and fill in the calendars. Select the Registers tab and complete each box. Press the Send button to send your changes to the meter.
Page 115
Configuring a 3720
Setting up Rates and Tariffs

These options are accessed via the Rates/Tariffs tab of the Time of Use dialog box. 1. 2. 3. 4. 5. 6. 7. In the Profile box, select one of the sixteen profiles to define. The Schedule box shows a 24-hour day, broken up into 15 minute intervals and it indicates which tariffs are in effect at which times. Click on the start time of when you want to use a different tariff, hold down the Shift key and select the end time for that tariff. In the Apply tariff box, select the tariff you want to apply to the selected time range. The Schedule box is updated to indicate when the new tariff is in effect. Repeat steps 3 and 4 for each tariff change you want to add, up to a maximum of 8 tariff changes per day. Repeat steps 1 to 5 for each profile you want to define. One of the 10 tariffs can be configured as a penalty tariff. An active level on the 3720 Status Input S3 (e.g. from the power utility) automatically activates the penalty tariff. To flag a tariff as the penalty tariff, select it from the Penalty Tariff box.
Applying Profiles
These options are accessed via the Profile tabs of the Time of Use dialog box. Once you have defined your profiles, you must apply them to the two years worth of calendar the 3720 supports: 1. 2. 3. 4. 5. 6. Select the profile you want to apply from the Profile box. They are color coded to help you identify them. Apply the selected profile to days in the current month: To apply it to discrete days, click on the days one by one. Click a column heading (e.g Sun), if you want to apply the profile to all Sundays in a month, for example. To move to the next month, use the scroll bar at the bottom of the calendar and continue applying profiles to each month in the year. When you have completed the first year, click on the Profile tab for the second year and repeat steps 1-3 for the second year.
Selecting Time of Use Registers

These options are accessed via the Registers tab of the Time of Use dialog box. Each tariff contains two groups of registers to record TOU data: energy registers and demand registers. Three energy registers accumulate the power flow and three demand registers record the peak demand during each defined tariff period since the last time the registers were reset. The demand measurements are unique to the TOU system and are separate from the demand parameters the 3720 provides for real-time, setpoint and logging functions; they do however use the same setup parameters found in the Demand Setup dialog box.
Page 116
Configuring a 3720
1.
From the Demand Registers boxes, select the three demand registers you want to record TOU data. Note that these registers contain peak values. If you change a register, its previous value is reset. Typically you should reset the other demand registers as well to ensure that their values are all synchronized. To ensure each register is reset, check its associated Reset box. If you do not want to reset a register, clear its associated Reset box.
2.
From the Energy Registers boxes, select the three energy registers you want to record TOU data. Note that these registers contain accumulating values. If you change a register, its previous value is reset. Typically you should reset the other energy registers as well to ensure that their values are all synchronized. To ensure each register is reset, check its associated Reset box. If you do not want to reset a register, clear its associated Reset box.
3720 Alarm Dialer Setup

The 3720, when equipped with the MPCC option can initiate a communication connection with one or more remote PEGASYS workstations or ASCII terminals in response to an alarm condition. The selected PEGASYS workstations can then poll the device and retrieve its information. This allows alarm conditions at sites without a local PEGASYS station to be enunciated.
NOTE
ION Setup itself cannot enunciate alarms; however, it allows you to configure the 3720 alarm dialer feature.
1. 2. 3.
Double-click on the device's Alarm Dialer icon. (This icon is only available for 3720s equipped with the MPCC option). In the Modem Type box, select via what type of modem the 3720 is connected. In the Redial box, type in the minimum amount of time (in seconds) the alarm dialer must wait after attempting to dial a phone number before attempting it again. If there is a problem at a site and an alarm condition is going on and off, you may not want the alarm dialer to call its dialup locations multiple times. You can define an amount of time following a successful call during which the alarm dialer ignores equal or lower-priority alarm conditions and does not initiate new calls to the same number. Type the amount of time (in seconds) the alarm dialer must wait after a successful call into the Reset box.
4.
NOTE
If an alarm condition occurs that has a higher priority than the condition that initiated the call, the Reset time will be ignored and the alarm dialer will make a new call.
5.
The Dialup Locations box lists the numbers the alarm dialer will dial upon an alarm condition, in the order they will be dialed. To add a number to the list, click the Insert button. The number will be inserted above the currently selected number.
Page 117
Configuring a 3720
NOTE
A total of 10 dialup locations are available for all 3 MPCC ports. If you are unable to insert 10 ports, one or more may have been assigned to a port other than the one currently in use.
6. 7.
Each time you add a location, a new tab will appear at the top of the dialog. Click on a tab to configure its associated dialup location. The Dialing String box allows you to enter the phone number for the selected location. Depending on the modem type you selected, the Dialing String box may already contain characters that must be appended to the phone number for the modem to successfully dial (For example, the alarm dialer appends "ATDT" to the phone number for touch-tone and "ATDP" for pulse). Type the phone number into the Dialing String box but do not overwrite the existing characters. In the Target System box, specify what kind of device the alarm dialer will be contacting. In the Dial Message box, type in the message you want to appear on the target system.
8. 9.
10. In the Dial Attempts box, enter how many times you want the alarm to re-dial if it cannot connect before hanging up. If this value is set to zero, the alarm dialer will not call the location. 11. The Dial Conditions box lists the conditions under which you want the alarm dialer to dial the selected location. To add a condition to the list, click on the Insert button and complete the Parameter Selection dialog box. The new condition will appear in the list. To remove a parameter, select the parameter then click the Delete button. To edit a condition in the list, select the condition then click the Edit button and complete the Parameter Selection dialog box. 12. Press the Send button to send your changes to the meter.
Entering the Unit Password for a 3720

If ION Setup does not have the correct unit password for the selected 3720, it cannot display its setup screens. A dialog box appears, prompting you to enter the unit password. Type the password into the Password box and click OK. If you want to change this password, you can do so via the General tab of the Basic Setup icon (see 3720 General Setup on page 107 for more information).
Page 118
Configuring a 3710
Configuring a 3710
NOTE
3710 Basic Setup

The 3710 requires several basic operating parameters to be set before it can function properly. These parameters affect the communications of the 3710 as well as its measurements. To set up the general operating parameters of a 3710: 1. 2. 3. Double-click on the device's Basic Setup icon. The Basic Setup dialog box appears from which you can configure General setup parameters and Power Meter setup parameters. Click the Send button to send you changes to the meter.
3710 General Setup

These options are accessed via the General tab of the Basic Setup dialog box. 1. In the Unit ID box, enter a unique 4-digit identification number between 1 and 9999. The default is the last four digits of the serial number of the device. This value must match the ID you entered in the Device Properties dialog box. In the password box, enter a 4-digit password between 0 and 9999. This restricts front-panel access to the meter. The default is 0. In the Baud Rate box, specify the baud rate at which the 3710 communicates with the computer.
2. 3.

These options are accessed via the Power Meter tab of the Basic Setup dialog box. 1. 2. 3. 4. 5. 6. In the Volts Mode box, click on the option that describes your system connection configuration. In the Phase Rotation box, select the normal phase sequence of your power system. In the Nominal Frequency box, select the nominal frequency of your power system. In the Volts Scale box, type in the full-scale input reading for the phase A, B and C voltage inputs (i.e. the PT primary voltage rating). In the Amps Scale box, type in the full-scale input reading for the phase A, B and C current inputs (i.e. the CT primary current rating). In the Amp I4 Scale box, type in the full-scale current reading for the I4 (neutral/ ground) input.
Page 119
Configuring a 3710
3710 Analog I/O Setup

The 3710 provides an auxiliary voltage input and current output that must be configured. 1. 2. 3. 4. 5. 6. 7. 8. Double-click on the device's Analog I/O icon. Select the VAUX Input tab. In the Full Scale box, type in what reading should be displayed when 1.000 VAC is applied to the VAUX input. Select the IOUT Output tab. In the Full Scale box, type in the value of the associated measured parameter corresponding to full scale current output. In the Key box, select the parameter to which the auxiliary current will be proportional. In the Range box, select the range of the current output. Press the Send button to send your changes to the meter.
3710 Digital I/O Setup

The 3710 provides 3 control relays and 4 status inputs that must be configured. 1. 2. 3. 4. Double-click on the device's Digital I/O icon. To configure the 3710 relays, click on each Relay tab and fill in the boxes. To configure the 3710 status inputs, click on each Status tab and fill in the boxes. Press the Send button to send your changes to the meter.
3710 Relay Setup

These options are accessed via the Relay tabs of the Digital I/O dialog box. 1. 2. 3. In the On Label box, enter the text you want to appear when the relay is ON. In the Off Label box, enter the text you want to appear when the relay is OFF. In the Mode box, specify the function of the relay. For example, choose if you want it to respond to a Setpoint condition or to perform energy pulsing.
NOTE
When enabling kWh, kVARh or kVAh pulsing, first check the setpoint configuration to ensure there will be no conflicts between the setpoint and pulse output relay assignments.
In the Duration box: If you selected Setpoint mode, enter the duration of the output pulse in seconds. A value of zero specifies latch operation. If you selected one of the energy pulsing options, enter the number of kWh, kVARh or kVAh between pulses. A value of zero disables pulsing.
Page 120
Configuring a 3710
3710 Status Input Setup

These options are accessed via the Status tabs of the Digital I/O dialog box. 1. 2. 3. In the On Label box, enter the text you want to appear when the status input is ON. In the Off Label box, enter the text you want to appear when the status input is OFF. If you want to log activity on the status input in the Event log, check the Log Activity box.
3710 Demand Setup

The 3710 provides sliding window demand calculations on many measured parameters. 1. 2. 3. Double-click on the device's Demand icon. In the Number of Periods box, type in the number of periods (sub-intervals) in the total demand window. In the Period Length box, type in the length (in minutes) of each period (subinterval). These two parameters should match your utility's demand measurement method. Press the Send button to send your changes to the meter.
4.
3710 Setpoint Setup

1. 2. 3. 4. 5. 6. 7. 8. 9. Double-click on the device's Setpoint icon. The 3710 has 17 setpoints, represented by the S01 to S17 tabs. To configure a setpoint, click on its associated tab. In the Parameter box, select to what parameter (if any) the setpoint should respond. In the Low Limit box, type in the minimum value the selected parameter can reach before the setpoint goes active. In the High Limit box, type in the maximum value the selected parameter can reach before the setpoint goes active. In the Operate Delay box, type in for how long (in seconds) the parameter must be outside the High and Low Limits before the setpoint goes active. In the Release Delay box, type for how long (in seconds) the parameter must return to within the High and Low Limits before the setpoint goes inactive. In the Action #1 box, select what you want the setpoint to do upon going active. Press the Send button to send your changes to the meter.
3710 Snapshot Log Setup

The 3710 provides a programmable snapshot log that records 12 channels of timestamped data.
Page 121
Configuring a 3710
1. 2. 3.
Double-click on the device's Snapshot Logs icon. In the Interval boxes, specify the time interval between snapshot log records. (The range is from 1 second to 400 days The Parameters box lists the 12 parameters that will be logged. To add a new parameter to the list, click on the Insert button and complete the Parameter Selection dialog box. The new parameter will appear above the selected parameter. To remove a parameter, select the parameter then click the Delete button. To edit a parameter in the list, select the parameter then click the Edit button and complete the Parameter Selection dialog box.
NOTE
If an inappropriate parameter is selected (e.g. Volts L-N avg in Delta mode), a value of zero will be logged for that parameter.
4.
3710 Alarm Dialer Setup

The 3710, when equipped with the ALMDLR option can initiate a communication connection with an M-SCADA master display station in response to an alarm condition. The M-SCADA master display station can then poll the device and retrieve its information. This allows alarm conditions at sites without a local display station to be enunciated. You can specify up to 4 phone numbers that the alarm dialer will attempt to call; once it gets through to one of these numbers, the alarm dialer will stop call the rest of the numbers inn the list.
NOTE
ION Setup itself cannot enunciate alarms from a 3710; however, it allows you to configure the 3710 alarm dialer feature. The alarms can only be enunciated at an M-SCADA master display station. Refer to the Alarm Dialer manual for more details about this feature.
1. 2.
Double-click on the device's Alarm Dialer icon. (This icon is only available for 3710s equipped with the ALMDLR option). Under the Global tab, type in the number of the site to which the 3710 belongs in the Site Number box. (This is the number that M-SCADA uses to identify the site.) If the alarm dialer attempted all 4 numbers in its list and was unsuccessful, you can introduce a delay before it will attempt the list again. Type in the length of this delay (in seconds) into the Repeat Delay box. This value is also used to determine the time between calling attempts to the same number when a dial tone is not detected. In the Repeat Attempts box, specify how many times the alarm dialer should retry dialing the list of numbers before it hangs up. For example, if you set this value to 2 and none of the numbers in the list were contacted, the alarm dialer would try the list two more times.
3.
4.
Page 122
Configuring a 3300
5.
Under the Alarms tab, specify what conditions you want to define as alarm conditions: If you want the alarm dialer to begin its calling sequence when one or more setpoints become active, select the associated boxes. If you want the alarm dialer to begin its calling sequence if there is a diagnostic failure, select the Diagnostic Failure box. If you want the alarm dialer to begin its calling sequence when a status input goes high or low, select Off or On (respectively) for each status input. If you do not want to monitor a status input, select Ignore.
6.
The PH tabs provide access to setup parameters for the alarm dialers 4 phone numbers. Under each tab, type in a phone number in the Phone Number box. Do not specify brackets or dashes when entering the phone number. Use a comma to introduce a pause. You should enter the most important phone number under the PH1 tab and the least important under the PH4 tab. The alarm dialer will call the phone numbers in order until it successfully gets through to a number; at this point it will stop calling. In the Redial Delay box, type in how many seconds the alarm dialer should wait between consecutive calls to that number. In the Redial Attempts box, type in how many consecutive times the alarm dialer should attempt to call the selected number each time it loops through its list of numbers. When you have completed all the PH tabs, press the Send button to send your changes to the meter.
7. 8.
9.
Configuring a 3300
NOTE
3300 Basic Setup

The 3300 requires several basic operating parameters to be set before it can function properly. These parameters affect the communications of the 3300 as well as its measurements. To set up the general operating parameters of a 3300: 1. 2. 3. Double-click on the device's Basic Setup icon. The Basic Setup dialog box appears from which you can configure General setup parameters and Power Meter setup parameters. Click the Send button to send you changes to the meter.
3300 General Setup

These options are accessed via the General tab of the Basic Setup dialog box.
Page 123
Configuring a 3300
1.
In the Unit ID box, enter a unique 4-digit identification number between 1 and 9999. The default is the last four digits of the serial number of the device. This value must match the ID you entered in the Device Properties dialog box. In the password box, enter a 4-digit password between 0 and 9999. This restricts front-panel access to the meter. The default is 0. In the Baud Rate box, specify the baud rate at which the 3300 communicates with the computer.
2. 3.

These options are accessed via the Power Meter tab of the Basic Setup dialog box. 1. 2. 3. 4. 5. In the Volts Mode box, click on the option that describes your system connection configuration. If the 3300 is connected using Potential Transformers (PTs), check the Using PTs box. In the PT Primary box, type in the PT primary voltage rating. In the PT Secondary box, type in the PT secondary voltage rating. In the CT Primary box, type in the CT primary current rating.
3300 Demand Setup

The 3300 provides both Sliding Window and Thermal Demand values for many parameters. The setup parameters apply to both kinds of demand calculations. 1. 2. 3. Double-click on the device's Demand icon. In the Number of Periods box, type in the number of periods (sub-intervals) in the total demand window. In the Period Length box, type the length (in minutes) of each period (subinterval). These two parameters should match your utility's demand measurement method. Click the Send button to send you changes to the meter.
4.
Entering the Unit Password for a 3300

If ION Setup does not have the correct unit password for the selected 3300, it cannot display its setup screens. A dialog box appears, prompting you to enter the unit password. Type the password into the Password box and click OK.
NOTE
If you want to change this password, you can do so via the General tab of the Basic Setup icon.
Page 124
Configuring a 3800 RTU

NOTE
3800 RTU Basic Setup

The 3800 RTU requires several basic operating parameters to be set before it can function properly. These parameters affect the communications of the 3800 RTU as well as its measurements. To set up the general operating parameters of a 3800 RTU: 1. 2. 3. Double-click on the device's Basic Setup icon. The Basic Setup dialog box appears from which you can configure General setup parameters. Click the Send button to send your changes to the meter.
3800 RTU General Setup

These options are accessed via the General tab of the Basic Setup dialog box. 1. In the Unit ID box, enter a unique 4-digit identification number between 1 and 9999. The default is the last four digits of the serial number of the device. This value must match the ID you entered in the Device Properties dialog box. In the password box, enter a 4-digit password between 0 and 9999. This restricts front-panel access to the meter. The default is 0. In the Baud Rate box, specify the baud rate at which the 3800 RTU communicates with the computer. In the Input Mode box, specify the operating mode of the select 3800 RTU (in Demo mode, the 3800 RTU generates simulated data.) A status input voltage less than the specified inactive level is normally registered as OFF; greater than the specified active level is normally registered as ON. If you want to invert these states, check the Inverted Status box.
2. 3. 4. 5.
3800 RTU Analog I/O Setup

The 3800 RTU provides an auxiliary voltage input and current output that must be configured. 1. 2. 3. 4. 5. Double-click on the device's Analog I/O icon. Select the VAUX Input tab. In the Full Scale box, type in what reading should be displayed when 1.000 VAC is applied to the VAUX input. Select the IOUT Output tab. In the Full Scale box, type in the value of the associated measured parameter corresponding to full scale current output.
Page 125
6. 7. 8.
In the Key box, select the parameter to which the auxiliary current will be proportional. In the Range box, select the range of the current output. Press the Send button to send your changes to the meter.
3800 RTU Digital I/O Setup

The 3800 RTU provides 3 control relays and 4 status inputs that must be configured. 1. 2. 3. 4. Double-click on the device's Digital I/O icon. To configure the 3800 RTU relays, click on each Relay tab and fill in the boxes. To configure the 3800 RTU status inputs, click on each Status tab and fill in the boxes. Press the Send button to send your changes to the meter.
3800 RTU Relay Setup

These options are accessed via the Relay tabs of the Digital I/O dialog box. 1. 2. 3. 4. 5. In the Label box, type in a descriptive label for the relay to be used on the front panel. In the On Label box, enter the text you want to appear on the front panel when the relay is ON. In the Off Label box, enter the text you want to appear on the front panel when the relay is OFF. In the Mode box, specify the function of the relay. For example, choose if you want it to respond to a Setpoint condition or to perform energy pulsing. In the Duration box: If you selected Setpoint mode, enter the duration of the output pulse in seconds. A value of zero specifies latch operation. If you selected one of the energy pulsing options, enter the number of kWh, kVARh or kVAh between pulses. A value of zero disables pulsing.
3800 RTU Status Input Setup

These options are accessed via the Status tabs of the Digital I/O dialog box. 1. 2. 3. 4. In the Label box, type in a descriptive label for the status input to be used on the front panel. In the On Label box, enter the text you want to appear on the front panel when the status input is ON. In the Off Label box, enter the text you want to appear on the front panel when the status input is OFF. If you want to log activity on the status input in the Event log, check the Log Activity box.
Page 126
3800 RTU Setpoint Setup

1. 2. 3. 4. 5. 6. 7. 8. 9. Double-click on the device's Setpoint icon. The 3800 RTU has 17 setpoints, represented by the S01 to S17 tabs. To configure a setpoint, click on its associated tab. In the Parameter box, select to what parameter (if any) the setpoint should respond. In the Low Limit box, type in the minimum value the selected parameter can reach before the setpoint goes active. In the High Limit box, type in the maximum value the selected parameter can reach before the setpoint goes active. In the Operate Delay box, type in for how long (in seconds) the parameter must be outside the High and Low Limits before the setpoint goes active. In the Release Delay box, type for how long (in seconds) the parameter must return to within the High and Low Limits before the setpoint goes inactive. In the Action #1 box, select what you want the setpoint to do upon going active. Press the Send button to send your changes to the meter.
3800 RTU Snapshot Log Setup

The 3800 RTU provides a snapshot log that records 12 channels of time-stamped data. 1. 2. 3. 4. Double-click on the device's Snapshot Log icon. In the Interval boxes, specify the time interval between snapshot log records. (The range is from 1 second to 400 days.) The Parameters box lists the 12 parameters that will be logged. Press the Send button to send your changes to the meter.
3800 RTU Calculations Setup

The 3800 RTU, when equipped with the CALC (calculation) option allows you to define up to 16 custom equations. Equation variables can include analog channel input measurements, digital (status) input conditions and status pulse counter totals. A set of up to 64 numeric constants can also be defined. Four additional equation results (Result 13 to 16) can be used as intermediate scratch pad values (i.e. their results can be used as variables within other equations). These results cannot be displayed via the front panel. To setup the calculations on the 3800 RTU: 1. 2. 3. 4. Double-click on the device's Calculations icon. Click on the Equations tab to create custom equations. Click on the Constants tab to define constants used in the equations. Press the Send button to send your changes to the meter.
Page 127
3800 RTU Constants Setup

These options are accessed via the Constants tab of the Calculations dialog box. The Constants box lists the 64 definable constants. The first 18 are factory-set for use in the eight factory-set Analog Input channel equations.
3800 RTU Constants

N01 to N16 N17 and N18 These are permanently assigned as the Zero Scale and Full Scale values for each channel input (i.e. N1 is the Zero Scale of Analog CH 1, N02 is the Full Scale of Analog CH 1, etc.) If you redefine the values for N01 to N16 the values will also change the corresponding Analog channel Zero Scale and Full Scale values, and vice-versa. These are also used as constants in the default channel input equations (N17 = 10, N18 = 1000)
To assign a value to a constant: 1. 2. 3. 4. Click on the constant and press the Edit button. In the box that pops up, type in a value for the selected constant. Press OK. Repeat steps 1-3 for each constant you want to edit.
Page 128
3800 RTU Equations Setup These options are accessed via the Equations tab of the Calculations dialog box. Equations 1 through 8 provide the standard Analog Input Channel 1 to 8 readings respectively. Equations 9 through 12 provide the standard Digital (Status) Input Counter 1 to 4 readings respectively. These equations are pre-defined at the factory but you can change them if you want. Note however if you change a pre-defined equation, it will replace the existing reading. Equations 13 through 16 are undefined and can be used to store intermediate values. 1. 2. 3. 4. To edit an equation, click on the equation in the Formulas box and press the Edit button. In the box that pops up, type in the equation you want using the correct 3800 RTU equation syntax. Press OK. Repeat steps 1-3 for each equation you want to edit.
3800 RTU Equation Syntax 3800 RTU equations can be comprised of 3 different elements: variables, constants and operators. Elements are entered into an equation using Reverse Polish Notation (RPN). RPN is a form of mathematical logic used by some scientific calculators which dictates that operators be entered after the variables. This differs from the well known infix notation where the operators are inserted in between variables. The following two examples show the difference between the two notations. Infix: 6 + 7 RPN: 6 7 + Infix: (2 + 4) * (5 - 3) / 4 RPN: 2 4 + 5 3 - * 4 / The RPN arrangement of operators eliminates the need for bracketing and makes digital computation more efficient. Unlike the front panel programming mode of the 3800 RTU, no end-of-equation marker is necessary when programming equations from ION Setup. Variables The 3800 RTU is equipped with eight analog channel inputs (4 single input, 4 double input), factory configured for current (0-20 or 4-20 mA) or voltage (0-10 V). The device also provides four status inputs, and four status counters which count pulses (30 ms min. duration) on the 4 status inputs. The readings from each of these inputs can be used as variables in an equation. A1 to A8 These are the readings for each of the eight channel inputs. Each A/D reading has a maximum range of 0 to 10000 (base 10). A full scale channel input will produce an A/D value for that channel of 10000. An overrange condition will produce a reading slightly above 10000. To reference an analog input reading in an
Page 129
equation, type A, followed by the channel number. For example, A1 references the A/D reading for Channel Input 1. S1 to S4 These are the status readings on Status Inputs 1 to 4 respectively. They are 0 if the status is OFF and 1 if the status is ON. To reference a status input value, type S, followed by the status input number. For example, S2 references Status Input 2. C1 to C4 These are the Status Input Counter 1 to 4 totals respectively. To reference a status counter value, type C, followed by typing the status counter number you want to select. For example, C3 references Status Counter 3. Note, if you define any of Equations 9 to as a custom equation, the associated counter total (C1 to C4) will be overwritten and will no longer be available as a variable. R01 to R16 These are the results of Equations 01 to 16. This allows the results of an equation to be used as an intermediate value, to be used within another equation. Any of the 16 equation results can be referenced by any other equation for further computation.
Constants
N01 to N64 These 64 integer constants can have user-defined values. Each constant may be used in more than one of the 16 equations, and more than once within any given equation. Constants can be defined in the Constants tab of the Calculations dialog box. To reference a constant value, type N, followed by the constant number. For example, N02 references Constant 2.
Operators
Eight mathematical operations are supported, plus three conditional operations: + (add) This operator adds the 2 previous variables together. Example: To add the A/D reading for Channel 1 to the A/D reading for Channel 2: A1 A2 + - (subtract) This operator subtracts the second variable from the first variable. Example To subtract the A/D reading for Channel 3 from A/D reading for Channel 4: A4 A3 * (multiply) This operator multiplies the 2 previous variables together. Example To multiply the A/D reading for Channel 8 by Constant 24: A8 N24 * / (divide) This operator divides the first variable by the second variable. Example To divide Status Counter 6 by the A/D reading for Channel 5:
Page 130
C6 A5 /
NOTE
Note: Dividing a variable by zero results in a DIV BY 0 error.
% (modulus) This operator assigns the remainder of first variable divided by the second variable. It is used mainly to clear an accumulating result at a preset limit. Example To reset the Status Counter 1 every 10000: C1 N17% N17: 10000 SQUARED (square) This operator squares the value of the previous variable. Example To acquire the square of (Channel 7 A/D reading plus Channel 8 A/D reading): A7 A8 + SQUARED SQRT (square root) This operator takes the square root of the previous variable. Example To acquire the square root of the A/D reading for Channel 8: A8 SQRT
NOTE
Taking the square root of a negative number produces an error.
DEMAND (demand) This operator performs a demand calculation by doing a second by second sliding window average of any real time calculation. The demand period is determined by the Snapshot Period.(see 3800 RTU Snapshot Log Setup on page 127 for more information). The result of a demand calculation is stored in the snapshot log at the end of the snapshot period. The calculation is then reset. Example The demand operator can be used to perform a demand calculation on an intermediate equation result: R02: R01 DEMAND The demand operator can also be used within an equation to perform a demand calculation as long as it is the last element in the equation. For example, R01 below is the demand calculation of (A8 N24 *): R01: A8 N24 * DEMAND > (greater than) This operator uses four arguments. It returns the third element if the first element is greater than the second element. Otherwise it returns the fourth element. Example To return the value of Constant 26 if the A/D reading for Channel 1 is greater than the A/D reading of Channel 2, and return the value of Constant 28 otherwise: A1 A2 N26 N28 >
Page 131
< (less than) This operator uses four arguments. It returns the third element if the first element is less than the second element. Otherwise it returns the fourth element. Example To return the value of the A/D reading for Channel 1 if the A/D reading for Channel 2 is less than the value of Constant 32, and return the value of Constant 18 otherwise: A2 N32 A1 N18 < = (equal to) This operator uses four arguments. It returns the third element if the first element is equal to the second element. Otherwise it returns the fourth element. Example To return the result of equation 2 if Status Counter 1 is equal to Status Counter 2, and return the value of the A/D reading of Channel 1 otherwise: C1 C2 R02 A1 =
Page 132
Monitoring Your Network

ION Setup has the ability to display and perform control operations with real time and historical data. This section describes ION Setups features that allow you to monitor your device network, including data screens, alarms and chart plotting capabilities.
In this chapter
Displaying Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Copying from a Data Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Opening Multiple Data Screens at the Same Time . . . . . . . . . . . . . . . . . . . . . . . . 135 Closing Data Screens . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 The Window Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136 Performing Control Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Manually Operating Triggers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137 Chart Plotting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138 Editing Chart Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139 Displaying Event Log Reports in Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . 140
Page 133
Displaying Data
Displaying Data
When you select Data Screens under the View menu, ION Setup allows you to display real-time measurements and logged data for the device that is currently selected in the network tree. These values are grouped into categories and displayed in easy-to-read tables. Each category of data is displayed under a different tab so you can easily switch back and forth between screens. When you select a meter in the network tree, icons representing the data screens for that device are displayed on the right pane. The icons available depend on the type of ION meter. For example, all devices offer a RealTime icon that represents real-time data screens; other devices, such as the 3720 with more features have additional screens such as Status and Harmonics screens. If there are many screens of a similar type, for example, multiple Min/Max Logs or Snapshot Logs, ION Setup groups the icons under a folder in the network tree. To open the folder and see the icons it contains, click on it in the network tree and the icons appear on the right pane. To see these data screens, double-click on the icon in the right-hand side of the Network Viewer and a new window opens displaying tables of data from the selected device. These tables are organized under different tabs; to switch between tables, click on the tab to bring its table to the font of the window. Depending on the ION meter you selected and how it is configured, different tables are available and different values are displayed in each table. Refer to the meters documentation for a detailed list of the measurements available. Most data screens have a timestamp in the upper left corner.
Copying from a Data Screen

ION Setup lets you copy data from a data screen so you can paste it into another application, such as a spreadsheet or word processor. You cannot paste information into a data screen. Real-Time Data For real-time data, you can copy all the data in the screen by opening the data screen you want and selecting Copy from the Edit menu. This copies data to the clipboard and delimits each column with a tab. Logged Data For logged data, you can select single records or a range of records to copy. Hold down the Ctrl key and click on each record you want to copy. If you want to select a contiguous range of records, click on the beginning of the range, hold down the Shift key, then select the end of the range. (Selecting items using the Ctrl and Shift keys works the same ways as it does in the Windows Explorer.) To copy your selection, choose Copy from the Edit menu.
Page 134
Chapter 6 - Monitoring Your Network
Displaying Data
NOTE
The entire row is copied. You cannot exclude columns.
Chart Data Chart data is handled using waveform and harmonics data. Waveform: only the entire plot data for a selected waveform can be copied. If you have already plotted multiple waveforms on a single graph, you can copy the entire plot data for any single waveform by clicking on the button that corresponds to it first, before clicking the copy button. For example, to copy the data for V2: 1. Click the V2 button first,
Figure 104: Plotting waveforms
2.
Click the copy button
Harmonics: In the Harmonics screen, only one cycle of plot data for a selected waveform can be copied. For multiple-cycle graphs, the start and end points for one cycle is represented by a rectangle that you can move along the graph (by clicking and dragging the rectangle). To copy one cycle of plot data, click on the button that corresponds to the desired waveform first. The rectangle is located at the far left of the graph, by default. If desired, you may click and drag this rectangle so it surrounds an area that you would like to copy data from. (You will see that the Distortion Info and Harmonics Spectrum data change values after you drag the rectangle.) Click the copy button to copy.
Figure 105: Harmonics screen
Opening Multiple Data Screens at the Same Time

If you want to view additional data screens, either from the same device or from a different one:
Page 135
Displaying Data
1. 2. 3.
Switch to the Network Viewer using the Window menu. Select a device and double-click on one of its data screen icons. The corresponding data screen for that device appears in a new window. You can use the options under the Window menu to arrange the data screens, or you can resize and position the windows manually by dragging their borders or using the icons.
Closing Data Screens

To close a single data screen, click the screen is displayed. icon for window in which the data
To close all data screens, select Close All Tables from the Window menu. (see topic below).
The Window Menu

When you click the Window menu, the following options allow you to manage the windows you have open in ION Setup: Cascade: This option rearranges all open windows (i.e. the Network Viewer and all data screens) so they overlap in a cascade. Tile: This option arranges and sizes all open windows equally. Arrange Icons: This option arranges the icons on the pane of the ION Setup window. Close All Tables: This option closes all the open windows and prompts you to log out. Window List: The list at the bottom of the Window menu lists all open windows. When you select a window, it is brought to the front of the screen.
Figure 106: Window menu
Page 136
Performing Control Operations
Performing Control Operations

For devices that have control capabilities, ION Setup offers buttons in the appropriate data screens that let you manually trigger control operations. These operations include: operating and releasing relays resetting status counters and accumulating energy values (i.e. kWh, kVARh, kVAh) resetting Min/Max values
Manually Operating Triggers

To manually operate triggers: 1. 2. 3. On the data screen, click the button if it is displayed, or right-click the appropriate data screen to display the available trigger options. Move your mouse to point to the trigger you want to operate, then click on it. In the Confirm Trigger box, click YES (or enter your password) to activate the trigger.
NOTE
Depending on your confirmation setup (see Confirmation Tab on page 33), you are prompted either for confirmation or for your password.
Page 137
Chart Plotting
Chart Plotting
ION Setup features a plot button that lets you view a graphical representation of selected parameters recorded in the snapshot logs, data recorders or waveform recorders. You can manually trigger waveforms inside the WAVEFORM screen (double-click on WAVEFORM icon to display the log, then right-click to display list of available trigger inputs). To manually trigger a waveform: 1. 2. 3. 4. 5. 6. Make sure the View Data Display button is depressed. information) (displays only data
Select a meter from which you would like data to be plotted. Double-click on the waveform icon. Right-click anywhere in the waveform log screen to display the available triggers. Click on the input you want to trigger. Inside the confirm trigger box, click Yes to activate the trigger.
NOTE
If the options are set to CONFIRM TRIGGERS WITH PASSWORD, enter your logon password, then click OK to activate the trigger.
7.
Repeat to trigger other inputs, if desired.
To Plot Historical Data: 1. 2. 3. 4. Make sure the View Data Display button is depressed. Select a meter from which you would like data to be plotted. Select and double-click on an icon that displays historical data (i.e. waveform, data recorder, or snapshot). Point and click to select the data you want to plot. For a contiguous selection of data, hold down shift key while selecting the first and last data in a row. For a non-contiguous selection of data, hold down ctrl key while selecting. 5. 6. Click the Plot button . . The
Click and select the parameters you want to plot, then click selected parameters are moved to the right side of the dialog.
To remove parameters already selected, click on the items from the right side of the dialog, then click delete .
NOTE
Plotting manual triggers disables the ADD>> and <<DELETE buttons. To delete waveforms from the plotted manual trigger chart, first close the chart, re-select only the data you want to plot, then click PLOT.
Page 138
Chart Plotting
7. 8.
Click OK. To change the appearance of the chart, right-click anywhere in the graph screen to bring up the CHART PROPERTIES dialog box.
Editing Chart Properties

The CHART PROPERTIES dialog box contains three tabs (View, Scales, Lines) wherein you can edit parameters in order to change the way a particular input is plotted. This dialog box can be displayed by right-clicking anywhere in the waveform screen. VIEW Tab INPUT SELECTION: Left side of the dialog displays the available inputs for plotting; right side displays selected inputs that is plotted. CHART TYPE: Allows you to select how the selected inputs appears on the chart, as follows. Smooth Sliders: Select (check) this box for smooth transition when moving the upper or lower sliders. De-selecting this box causes the sliders to lock onto the plotted points on the graph while moving the sliders. Line Symbols: Checking this box displays a point-by-point representation of the graph. Gridlines: Select (check) this box to view chart gridlines. Center Axis: Check this box to view the center axis. SCALES Tab Input: This dropdown list lets you select the parameter you want to change scales to. Scaling Information: Lets you change scaling information for the selected input, as follows: Vertical Axis: Lets you change the scaling information for the vertical axis (e.g. Linear scaling, Power Factor scaling) Maximum Scale: Specifies a different maximum scale for the selected input, first clear (uncheck) the auto scaling box, then click in the maximum scale box and type in desired scale. Minimum Scale: Specifies a different minimum scale for the selected input, first clear (uncheck) the auto scaling box, then click in the minimum scale box and type in desired scale. LINES Tab INPUT: This dropdown list lets you select which plotted line you want to change appearance of. LINE INFORMATION: Lets you change the appearance of the selected input, as follows:
Page 139
Displaying Event Log Reports in Microsoft Excel
Line Color: To change the line color of selected input, select from this dropdown list. Line Style: To change the line style of the selected input, select from this dropdown list. Line Symbol: To change the symbol used to plot the selected input, select from this dropdown list. Note that the Line Symbols box (under View tab) must be ticked first, before you can select a different line symbol.
Displaying Event Log Reports in Microsoft Excel

When you display an Even Log report with the Setup Assistant, the time and date values display correctly. When the report is saved to a .csv file and viewed in Excel, only the time value is displayed in the first column. This is a function of how Excel interprets a date/time field when first loaded only the time portion of a value is shown by default. (This also occurs when cutting and pasting into Excel.)
NOTE
The Event Log obtains its time records from the local time of the PC on which ION Setup is running, not the meter local time.
Follow these steps to properly display the date and time values in Excel. 1. 2. 3. 4. Open the .csv file in Excel and highlight the entire Date/Time column. Click Format > Cells from the menu. Select Date from the Category listbox and select 3/14/98 1:30 PM from the Type listbox. Click OK. Both the date and time display properly.
Page 140
Troubleshooting
Spending time before commissioning can save you time and money. This section describes the typical wiring issues and the power calculations used to determine the error.
In this chapter
Troubleshooting ION Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142 Troubleshooting Meter Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Checking Wiring Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Checking PT and CT Polarity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143 Checking the Wiring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Using CT Shorting Test Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Using PT Secondary Winding Fuses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144 Types of Wiring Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145 Using Power Calculations to Determine Wiring Errors . . . . . . . . . . . . . . . . . . . . 145 WYE Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 DELTA Mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Using Symmetrical Components to Determine Wiring Errors . . . . . . . . . . . . . . 151 Troubleshooting Devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Page 141
Troubleshooting ION Setup
Troubleshooting ION Setup

If you have trouble running ION Setup, check the following: Does your workstation have the necessary hardware and software requirements to support ION Setup? See System Requirements on page 16 for more details. Does your workstations name contain a space? ION Setup does not operate correctly if there is a space in the workstation name. If using Windows NT, do you have write access to the Windows NT registry? If you install ION Setup on a Windows NT workstation, you must have write access to the registry or the software cannot install correctly. If you require registry write privileges, consult your network administrator.
Page 142
Chapter 7 - Troubleshooting
Troubleshooting Meter Wiring
Troubleshooting Meter Wiring

DANGER
During normal operation of Power Measurement devices, hazardous voltages are present which can cause severe injury or death. Only qualified, properly trained personnel should perform installation, servicing and operation.
Spending some time before commissioning to check wiring can save you time and money: Check Wiring Diagrams Check PT and CT Polarity Check the Wiring Use CT Shorting Test Blocks Use PT Secondary Winding Fuses.
NOTE
In this manuals topics related to troubleshooting wiring, the 3 phases are denoted by A, B and C. The meter input terminals are marked 1, 2 and 3 for the voltage and current phase inputs. Positive phase rotation is seen as anti-clockwise, with positive phase sequence A, B, C.
Checking Wiring Diagrams

Study the meter wiring diagrams to ensure that the philosophy is correct. Test all meter wiring to ensure that it is correct and as shown on the site installation diagrams. Do not rely solely on vector diagrams to determine correct wiring. The wiring should be marked with unique numbers or color coded. This makes installation and checking easier. If the wiring is incorrect, the meter displays incorrect readings.
Checking PT and CT Polarity

Potential transformer (PT) and current transformer (CT) polarity is normally indicated by markings at the device terminals. It is rare, but not impossible that these can be incorrectly marked. It is good practice to test that the PT and CT polarities are correct as marked. This is especially important if protection relays are installed in the secondary circuits of the PT's and CT's as incorrect operation will occur. CTs Polarity can be tested using the flick test. Connect an analog ammeter (hand-held multi-meter) to the secondary terminals of the CT, meter positive to X1 and negative to X2. Using a suitable low voltage battery, connect the negative terminal to H2 of the CT. While watching the analog ammeter, apply a current pulse to the CT by connecting and disconnecting the battery positive to H1 of the CT. If the
Page 143
Checking Wiring Diagrams
polarity is correct, the meter needle gives a positive flick and a negative flick on breaking the circuit. PT's Polarity of a PT can be tested in the same way as the CT (connecting the battery to the primary side) or by applying a low voltage (say 120VAC) to the primary winding and comparing both primary and secondary voltages on a dual trace oscilloscope.
Checking the Wiring

Test all wiring by ringing out and mark the conductors with wire numbers as used on the drawing. The conductors or cabling should be disconnected from terminals at both ends. Ringing out is best done using an audible continuity tester. Connect the tester between a wire and ground. At the other end, short wires to ground intermittently until the correct conductor is located. Mark it at both ends.
Using CT Shorting Test Blocks

A Current Transformer (CT) develops a very high voltage across its secondary winding if the secondary circuit is open circuited while current is flowing in the primary winding. This could damage the CT and cause electric shock. Power Measurement recommends the use of a CT shorting device in the secondary circuit. If the metering circuit needs future maintenance, the CT secondary can be shorted and maintenance done without switching off the primary system.
Using PT Secondary Winding Fuses

The PT secondary circuit should be fitted with fuses as shown in the meter's technical documentation. A practical choice of fuse rating is 2A. The fuses should be properly graded with any other fuses on the same circuit. When the fuses are removed, the meter is isolated from the PT and maintenance can be done safely. Additional tests that could be done: CT magnetization curve PT phasing check ratio check check CT polarity back to meter terminals inject meter from test terminals.
Page 144
Types of Wiring Issues
Types of Wiring Issues

Before you suspect wiring, check that the meter is programmed properly with the correct PT and CT ratios and that the VOLTS MODE setting is correct. Depending on the configuration, there can be 3 CT and 3 PT secondary windings (12 conductor ends) that need to be applied to the meter with the correct polarity. Without proper commissioning testing, these could be connected incorrectly causing the meter to display incorrect readings. Possible wiring errors can include: Swapped current phases Incorrect current polarities Swapped voltage phases Incorrect voltage polarities. For most of the above wiring errors, the meter displays correct values for voltage and current while the W, VA, VAr and power factor values are incorrect (e.g. when metering a load, a negative kW value indicates incorrect polarities).
Using Power Calculations to Determine Wiring Errors

You can confirm correct wiring with the following steps: 1. Determine the load characteristics You need to know rough estimates of the VA or W rating and power factor. If the plant is not running at full load, this can have an effect on the power factor. Induction motors have poor power factors when operating at less than full load. 2. Perform Power Calculations Perform calculations to determine the expected power parameters for your application, using the voltage, current and power values displayed on the meter. When calculating power parameters, use a simplified model. Visualize the meters input circuits of the meter as 3 separate voltmeters with a common connection brought out to the VREF terminal. Current inputs operate like 4 separate ammeters.
Figure 107: Various configurations and voltage modes
Using the above model of the meter enables easier understanding of the various configurations and voltage modes.
Page 145
NOTE
The 3300 does not have a VREF terminal. The ground (G) terminal is used for the voltage reference. Neither the 7300 series nor the 3300 have Neutral/Ground current inputs (I4).
WYE Mode
When the meter is set for WYE MODE, each of the phases can be seen to be metered by a separate power meter. Each phase can therefore be checked independently:
Figure 108: Phasor diagram for WYE connection with currents lagging voltage by 20
Power calculations: For a balanced load, the power parameter totals can be calculated as below: kW = 3* | Vln | * | I | *power factor kVA = 3* | Vln | * | I | kVAR = SQRT(kVA*kVA - kW*kW) Check each of the power parameters on a per phase basis. In WYE MODE, the per phase power parameters should be one third of the totals if the load is balanced. If your meter does not display per phase power values, you can do the following: 1. Remove the fuses for V2 and V3, isolating these inputs from the meter. Check that the meter displays zero readings for VBN and VCN. The meter now uses the voltage applied to V1 and the current applied to I1 to determine the power parameters for the A phase. The meter should display kW, kVAR and kVA readings which are 1/3 of the total values calculated. Perform the same check for B phase by removing the V1, V3 fuses. Perform the same check for C phase by removing the V1, V2 fuses.
2. 3.
NOTE
The readings obtained by performing the above check are only accurate if the system frequency is as set on the STANDARD FREQUENCY setting.
Page 146
Table 1 on page 147 and Table 2 on page 147 show how the power parameters (kVA, kW and kVAR) are affected by incorrect connection of the voltage and current wiring. Only single error situations are shown. Of course there are many more combinations, consisting of multiple errors. The power values shown are normalized values, based on the correct values. The tables are shown for a load with lagging power factor of about 86%. Table 1: Normalized power parameters (Volts Mode = WYE)
kVA
Va,Vb,Vc Va,Vc,Vb Vb,Va,Vc Vc,Vb,Va -Va,-Vb,-Vc -Va,Vb,Vc Va,-Vb,Vc Va,Vb,-Vc Vb,Vc,Va Vc,Va,Vb n/a 0 0 0 n/a 0.3 0.3 0.3 n/a n/a
kW
n/a 0 0 0 -1 0.3 0.3 0.3 0 -1
kVAR
n/a 0 0 0 -1 0.3 0.3 0.3 -2 n/a
Table 2: Voltage connections correct, with current connections as shown kVA

Ia, Ib, Ic Ia, Ic, Ib Ib, Ia, Ic Ic, Ib, Ia -Ia, -Ib, -Ic -Ia, Ib, Ic Ia, -Ib, Ic Ia, Ib, -Ic Ib, Ic, Ia Ic, Ia, Ib n/a 0 0 0 n/a 0.3 0.3 0.3 n/a n/a
kW
n/a 0 0 0 -1 0.3 0.3 0.3 -1 0
kVAR
n/a 0 0 0 -1 0.3 0.3 0.3 n/a -2
Page 147
Examples Suppose your ION meter measures power on a 12kV system and the meter displays the following voltage and current values: Vln = 6.9kV Iph = 50A And, the following power values: Apparent power = 345kVA Real Power = 300kW Reactive Power =172kVAR These values are obviously incorrect and you suspect incorrect wiring of the current and/or voltage inputs. Calculating what the meter should display (you estimate the power factor as 0.866 lagging), you get: Apparent power = 1035kVA Real Power = 896,3kW Reactive Power = 517,5kVAR Dividing the meter values by the calculated values gives the normalized values as used in the table: normalized kVA = 0.333 normalized kW = 0.334 normalized kVAR = 0.332 Inspecting the tables, you can see that your meter may have either of: Any one current phase connection reversed Any one voltage phase connection reversed. This method reduces the list of possible wiring errors and can be used to confirm a suspected wiring error.
DELTA Mode
In DELTA mode, the measurement is performed using the 2-wattmeter method. The meter needs only VAB (applied to V1), VCB (applied to V3), I1 and I3 to measure the total power. VCA is calculated and IB is measured. Both are displayed, but are not used by the meter for the power calculations in DELTA MODE. If all voltages are approximately same magnitude, then the polarities of VAB and VCB are either both correct or both incorrect.
Page 148
Checking the two Wattmeter values In DELTA mode, the meter displays only total power parameters. By selecting WYE mode you can check the two wattmeter values which are used for the 2wattmeter calculation in DELTA mode. In WYE mode, the two wattmeter values are seen on phases A and C. Ignore any values on B phase. If your meter does not display per phase power values in WYE mode, you can do the following: Remove the fuse for V3, isolating that input from the meter. The meter now uses the voltage applied to V1 and the current applied to I1 to determine the power parameters for the A phase (Wattmeter #1). Perform the same check for C phase by removing the fuse for V1. The meter now uses the voltage applied to V3 and the current applied to I3 to determine the power parameters for the C phase (Wattmeter #2). The power values seen for A and C phases differ depending on the power factor of the system. The following equations can be used to calculate the power values for wattmeters #1 and #2: Wattmeter #1: kW = | VAB | * | IA | * cos(power factor angle - 30) kVA = | VAB | * | IA | kVAR = SQRT(kVA*kVA - kW*kW) Wattmeter #2: kW = | VCB | * | IC | * cos(power factor angle + 30) kVA = | VCB | * | IC | kVAR = SQRT(kVA*kVA - kW*kW) Examples (assuming a balanced load) System power factor is unity: kW values have equal magnitude and sign. kVAR values have equal magnitude, but A phase is positive and C phase is negative. kVA values are the same for both phases A and C.
Figure 109: Phasor diagram for DELTA connection with unity power factor
Page 149
System power factor is 86% lagging: kW value for C phase is the same as kVA value, the value for A phase is half of that. kVAR value for A phase is half of the total kVA value, the value for C phase is zero. kVA values are the same for both phases A and C.
Figure 110: Phasor diagram for DELTA connection with currents lagging voltage by 30
System power factor is 86% leading: kW value for C phase is small, value for A phase is same as kVA value. kVAR value for C phase is large, value for A phase is zero. kVA values are the same for both phases A and C.
Figure 111: Phasor diagram for DELTA connection with current leading voltage by 30
Table 3 on page 151 and Table 4 on page 151 show how the power parameters (kVA, kW and kVAR) are affected by incorrect connection of the voltage and current wiring. Only single error situations are shown. There are many more combinations, consisting of multiple errors. The power values shown are normalized values, based on the correct values. The tables are shown for a load with lagging power factor of about 86%. See the corresponding section in WYE mode for an example of how to use the tables; use the equations for wattmeters #1 and #2.
Page 150
Using Symmetrical Components to Determine Wiring Errors
Normalized Power Parameters (VOLTS MODE = DELTA) Table 3: Current connections correct, with voltage connections as shown
kVA tot
V1, V3 V3, V1 V1, -V3 -V1, V3 -V1, -V3 n/a 0 0.6 0.6 n/a
kW tot
n/a 0 -0.3 0.3 -1
kVAR tot
n/a 0 n/a -1 -1
Table 4: Voltage connections correct, with current connections as shown

kVA tot
Ia, Ib, Ic Ia, Ic, Ib Ib, Ia, Ic Ic, Ib, Ia -Ia, -Ib, -Ic -Ia, Ib, Ic Ia, -Ib, Ic Ia, Ib, -Ic Ib, Ic, Ia Ic, Ia, Ib n/a 0 0 0 n/a 0.6 n/a 0.6 n/a n/a
kW tot
n/a 0 0 0 -1 0.3 n/a -0.3 -1 0
kVAR tot
n/a 0 0 0 -1 -1 n/a n/a n/a -2
Using Symmetrical Components to Determine Wiring Errors

The built-in real time symmetrical component parameters can be used to check for wiring problems. The voltage and current phasors can be derived from the symmetrical component values. These should then be shown in a phasor diagram for easier visualization. By studying the phasor diagram, the incorrect connections should be relatively easy to identify. If the meter is connected correctly and the system is balanced, negative and zero sequence components should be close to zero. The angle of the positive sequence current is the power phase angle. If any two phases of either current or voltage are swapped, the system then appears as a negative phase rotation system (e.g. ACB). The positive and zero sequence components is close to zero. The negative sequence component is the full magnitude of the parameter.
Page 151
Troubleshooting Devices
Troubleshooting Devices
While configuring a meter on the network, it is possible that the changes you request are not supported by the device. For example, if you specify a value that is outside the supported range of the device, ION Setup beeps when you enter the value and it displays a message in the status line indicating the configuration warning. In an ION meter, you may get additional warnings. For example, there are number of reason why creating a new module can fail: if the maximum number of modules of that type already exists if creating the module exceeds the limits of the devices processing power if the selected module is a core module; core modules cannot be created or deleted Refer to the meter's technical documentation for details about supported ranges and configurations.
Page 152
Symbols
115
Numerics
3300 ACM basic setup 123 demand setup 124 general setup 123 power meter setup 124 3710 ACM alarm dialer setup 122 analog I/O setup 120 basic setup 119 demand setup 121 digital I/O setup 120 general setup 119 power meter setup 119 relay setup 120 setpoint setup 121 snapshot log setup 121 status input setup 121 3720 ACM alarm dialer setup 117 analog I/O setup 109 applying TOU profiles 116 basic setup 103, 107 demand setup 110 digital I/O setup 109 entering password 118 general setup 107 group keys setup 108 min/max log setup 115 power meter setup 108 rates and tariffs setup 116 relay setup 110 selecting parameters 111 selecting TOU registers 116 setpoint setup 112 sliding window demand setup 111 snapshot log setup 114 status input setup 110 thermal demand setup 112 time of use setup 115 time overcurrent setup 113 3800 RTU analog I/O setup 125 basic setup 125 calculations setup 127 constants 130 constants setup 128 digital I/O setup 126 general setup 125
operators 130 relay setup 126 setpoint setup 127 snapshot log setup 127 status input setup 126 variables 129
A
adding network items 84 applying TOU profiles 116
B
basic setup 3720 ACM 103, 107 broadcasting time 100
C
chart plotting editing chart properties 139 checking wiring 144 cloning 3000 series 106 7000 series 101 closing data screens 136 COM128 27 COM32 27 communication requirements ethernet 21 modems 21 RS-232 21 RS-485 21 communications modems 26 configuration advanced 81 configuring ION devices 95 confirmation tab 33 control operations control functions 137 manual triggers 137 Current 151
D
data chart 135 closing screens 136 editing chart properties 139 logged 134 opening multiple screens 135 plotting harmonics 135
plotting historical data 138 real-time 134 data screens types of 134 DELTA mode 86% lagging 150 86% leading 150 checking the two wattmeter values 149 examples 149 device cloning 106 device properties 90 tools 91 devices 3000 series cloning 106 synchronizing time 100 directories tab 32
network viewer 40 program directory 32 Setup Assistant 55 system requirements 16 types of data screens 134 user accounts 32
L
logged data 134
M
manual symbols 11 manual terminology 11 meter wiring troubleshooting 143 modems 21, 26 converters 26 manually operating 27 using with RS-485 26 module links 97 multiple register write 80 MV90 35
E
ethernet 21 COM128 27 COM32 27 exceptions to device setup cloning 106
G
grouping devices 86
N
network viewer content viewer 42 icons 47 viewing options 48
H
HHF tab 35
I
ION Designer 81 ION devices configuring 95 creating new modules 97 deleting links between modules 99 editing custom register labels 100 ION modules 96 ION registers 96 module links 97 overview of ION architecture 96 register classes 97 selecting output registers 98 troubleshooting 152 viewing output registers 100 ION Enterprise 81 ION modules 96 ION registers 96 ION Setup device cloning 106 key features 16 logging off 38 logging on 20 maximum users allowed 36 menu commands 43 netinfo directory 32
O
Online Help 8 topic search 9 overview of ION architecture 96
P
partial cloning (3000 only) 107 power calculations 145 DELTA mode 148 WYE mode 146 WYE mode examples 148 procedures 3000 series device cloning 106 3300 ACM basic setup 123 3300 ACM demand setup 124 3300 ACM general setup 123 3300 ACM power meter setup 124 3710 ACM alarm dialer setup 122 3710 ACM analog I/O setup 120 3710 ACM basic setup 119 3710 ACM demand setup 121 3710 ACM digital I/O setup 120 3710 ACM general setup 119 3710 ACM power meter setup 119 3710 ACM relay setup 120
3710 ACM setpoint setup 121 3710 ACM snapshot log setup 121 3710 ACM status input setup 121 3720 ACM alarm dialer setup 117 3720 ACM analog I/O setup 109 3720 ACM basic setup 103, 107 3720 ACM demand setup 110 3720 ACM digital I/O setup 109 3720 ACM general setup 107 3720 ACM group keys setup 108 3720 ACM min/max log setup 115 3720 ACM power meter setup 108 3720 ACM relay setup 110 3720 ACM selecting parameters 111 3720 ACM setpoint setup 112 3720 ACM sliding window demand setup 111 3720 ACM snapshot log setup 114 3720 ACM status input setup 110 3720 ACM thermal demand setup 112 3720 ACM time of use setup 115 3720 ACM time overcurrent setup 113 3800 RTU analog I/O setup 125 3800 RTU basic setup 125 3800 RTU calculations setup 127 3800 RTU constants setup 128 3800 RTU digital I/O setup 126 3800 RTU general setup 125 3800 RTU relay setup 126 3800 RTU setpoint setup 127 3800 RTU snapshot log setup 127 3800 RTU status input setup 126 7000 series cloning 101 adding a new meter 85 adding a new site 84 adding new items 84 applying TOU profiles 116 assigning a device to a group 87 creating new ION modules 97 deleting links between modules 99 editing custom register labels 100 editing site properties 88 exceptions to cloning 106 logging off 38 logging on 20 opening multiple data screens 135 partial cloning (3000 only) 107 plotting historical data 138 removing or editing network items 88 selecting output registers 98 selecting TOU registers 116 setting up rates and tariffs 116 using power calculations to determine wiring errors 145 viewing ION module output registers 100 programming advanced 81 PT/CT
changing ratios 56
R
real-time data 134 register classes 97 RS-232 21, 24 connecting a single device using 25 RS-232 to RS-485 cautions 25 converters 25 RS-485 21, 24 connecting multiple devices using 25
S
security tab 34 See also devices copying setup configuration 106 selecting ION output registers 98 selecting parameters 111 Setup Assistant 55
T
Table 151 time of use 115 time of use registers 116 TOU See time of use troubleshooting additional tests 144 checking diagrams 143 devices 152 PT and CT polarity 143 types of wiring problems 145 using CT shorting test blocks 144 using power calculations to determing wiring errors 145 using symmetrical components to determine wiring errors 151 troubleshooting meter wiring 143 types of wiring problems 145
V
view tab 33
W
writing to multiple registers 80 WYE mode examples 148

ION Setup 2 0

Uploaded by

Copyright:

Available Formats

ION Setup 2 0

Uploaded by

Document Information

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

ION Setup 2 0

Uploaded by

Copyright:

Available Formats

User Guide

ION Setup Users Guide

Configuring ION Setup ............................................... 19

Using the Network Viewer .......................................... 39

ION Setup Users Guide

Using the Setup Assistant ............................................ 55

Adding & Configuring Devices ..................................... 83

ION Setup Users Guide

Monitoring Your Network ......................................... 133

Troubleshooting ........................................................ 141

Using This Manual

ION Setup Users Guide

Where to Learn More

Chapter - Using This Manual

ION Setup Users Guide

Where to Learn More

Figure 1: Using the menu to display online help

To search for a topic in the online help index:

Figure 2: Selecting the index tab in online help

Type a keyword here

Figure 3: Index tab

Chapter - Using This Manual

Where to Learn More

ION Setup Users Guide

Figure 4: Using the menu to display the web links submenu

Chapter - Using This Manual

ION Setup Users Guide

Conventions Used in this Manual

Conventions Used in this Manual

Click: Double-click: Drag: Enter: Point: Press: Select:

Chapter - Using This Manual

ION Setup Users Guide

Chapter - Using This Manual

ION Setup Users Guide

What is ION Setup Software?

ION Setup Users Guide

What is ION Setup Software?

ION Setup Users Guide

Whats New in ION Setup Version 2.0

Whats New in ION Setup Version 2.0

Installing ION Setup

ION Setup Users Guide

Installing ION Setup

Figure 5: ION Setup Installation screen

Figure 6: Adding a desktop shortcut

Upgrading from Previous Versions of ION Setup

Configuring ION Setup

Starting ION Setup

ION Setup Users Guide

Starting ION Setup

Figure 7: ION Setup logon (single device mode)

Chapter 2 - Configuring ION Setup

ION Setup Users Guide

Communicating with Devices

Communicating with Devices

This window appears only in Single ION device configuration mode

Chapter 2 - Configuring ION Setup

Single Device Mode and Network Mode

ION Setup Users Guide