FactoryTalk EnergyMetrix is sophisticated web-enabled energy management software that puts critical energy information at your desktop. NET web technology to provide you with a complete energy management solution. FactoryTalk EnergyMetrix captures, analyzes, stores, and shares energy data across your entire enterprise. The net resultimproved productivity and lower energy costs. FactoryTalk EnergyMetrix software helps managers and engineers solve the ever growing energy related challenges.
With FactoryTalk EnergyMetrix software, you can do the following:. FactoryTalk EnergyMetrix software provides easy and flexible configuration. FactoryTalk EnergyMetrix software is a powerful load profiling, cost allocation, and billing analysis tool. FactoryTalk EnergyMetrix software is a sophisticated power quality analysis tool. FactoryTalk EnergyMetrix software is a scalable, modular software application. Its components and capabilities are determined by the licenses purchased and installed by the user.
Licenses are installed by means of FactoryTalk Activation. The table below shows the component type and, if applicable, the number of meters supported. There is no limit on the number of users. It is the customer's responsibility to observe the requirements of software licenses. The Manager license is required for use of the software, and includes 10 meters which can be any combination of RSLinx software and 3rd-party OPC meters.
Additional meter licenses can be purchased in , 50, and meter sets. If you are upgrading from an existing installation of RSEnergyMetrix software, your existing licenses are supported, including existing meter counts. Contact your Rockwell Automation representative for information on the meter and option packages listed above.
Manager is the core data logging and reporting engine. Use Manager to organize your enterprise's energy architecture, connect to up to ten Allen-Bradley or 3rd party power monitors and programmable controllers, log energy data and view energy information.
Manager can report your energy usage by department or cost center, display load and demand profiles, and correlate energy costs per unit of manufacturing output. It includes a flexible energy rate schedule that enables you to replicate utility bills or generate internal energy billing. Microsoft Internet Explorer browser is used to access and configure Manager. FactoryTalk EnergyMetrix Manager is a required component. Once activated, RT device configuration and device viewer links become operational from device setup pages and the RT device viewer links becomes operational meter pages.
RT complements Manager's data logging, cost allocation, profiling and reporting functions by allowing you to configure power monitors and to view, print, and save data from power monitors. With RT, you can:. ChartsPlus is an optional package that offers extensive custom charting capabilities. ChartsPlus is a Microsoft ClickOnce application that downloads and runs on the client computer. Its look and feel is that of a traditional Windows application rather than a web application.
ChartsPlus provides you with the ability to create customized graphical views of your energy data. Some of the possibilities include:. Plots up to 8 variables with a lot of flexibility. Different time ranges can be selected for each variable and you can select various summary methods for each variable for example, you can plot the average Monday for one variable vs.
Also, the chart control itself has many built-in functions such as zoom, scroll, print, export, and user customization. Plots one dependent variable against up to 3 independent variables, plots a linear least squares regression line along with targeting and CUSUM analysis. Same as standard Calendar Trend but can overlay different months and multiple variables. Plots a trend of load factor over a one-month period as well as daily min, max, and average demand. ChartsPlus is best viewed with a Windows appearance scheme with standard sized fonts.
Windows appearance schemes with large or extra large fonts may distort the appearance of ChartsPlus. ReportsPlus provides you a package of enhanced reports in addition to the standard reports included in Manager.
ReportsPlus reports are set up and viewed in the same way as standard Manager reports and can be configured to automatically run on a schedule and optionally send the report output to one or more email addresses. ReportsPlus reports can be identified by their distinctive icon in the report list.
You will be able to define an efficiency equation and then execute the equation over a period of time and a group of meters. Examples of how this report can be used are:. The efficiency report will calculate not only average efficiency over the selected time range, but also snapshots of the efficiency during the range at user-specified intervals. Report output will be graphical and tabular, with a graph of efficiency versus time. The efficiency report is based on a simple Rate Schedule script.
The Load Factor report lists minimum, average and peak real power demand, load factor and time of peak demand. You can select Meters to include in the report, as well as the report date range and calculation intervals. The report output contains a tabular report and a graphical chart. The Power Factor report lists real energy net, reactive energy net, and power factor which is calculated from the real energy and reactive energy values for selected meters for a selected date range divided into specified calculation intervals hours, days, or months.
Report output is tabular with a chart of power factor on the first page. The Electrical Summary report lists various electrical summary values for selected meters for the selected date and time period.
These summaries are:. The selected meters must be logging the relevant data in order for it to show up on the report for example, if Real Power Demand is not logged then there will be no kW figures on the report. A Manager license must be installed. To access the FactoryTalk EnergyMetrix web page, browse to the following address:. After you log in, the client desktop appears. On the left is the navigation tree. On the right is the detail pane. Click the System Status link in the System tab to view alarms, device communication status and other system-level information.
The alarms tab provides a view of active and logged alarms. You can select the time range of alarms to view by selecting a radio button. This screen displays by default a list of device communication errors since your last login.
You can also select other error ranges. Click on a Device Name link to expand to a detailed list of communication errors associated with the Device. You can purge errors for individual devices or click the Purge All button and confirm to purge errors associated with all Devices. This tab provides information on the current number of system users and when the system was last restarted among other information.
Click the Group link in the System tab to view the groups that have been set up. A Group is a named collection of Devices and Meters that represents a subdivision of your enterprise such as a department, division or process. Groups contain Meters, which can be shared between Groups.
A Domain is a Group that is assigned Roles and Users. Rate Schedules and reports can also be assigned to Domains. Users assigned to a Domain can only access objects assigned to that specific Domain. This feature permits an administrator to allow certain users access to only parts of the system he or she chooses.
Devices are physical entities that FactoryTalk EnergyMetrix software communicates with over a network. Click the links listed below for information on specific device types. Setting up a Device in FactoryTalk EnergyMetrix software establishes communication and creates database definitions for the device, and enables device configuration and data monitoring by using the optional FactoryTalk EnergyMetrix RT package.
Ethernet, ControlNet, serial, and DeviceNet devices can be directly connected provided that the FactoryTalk EnergyMetrix server is also on the network through an appropriate network interface and you have configured the appropriate RSLinx Classic direct device drivers. Devices routed through a ControlLogix gateway or RSLinx Classic gateway are also considered directly connected devices.
Access to the application and its functions is controlled by means of Roles and Users. A role is a named collection of privileges assigned to various users to manage security. Roles can be global or domain specific. A User is a named set of security credentials user name and password that permit an individual to access the privileges defined in the Role assigned to the User.
More than one Role can be assigned to a User. Roles and Users can be assigned Global scope where they are permitted access to all domains, groups, devices, meters, reports and custom pages. Alternately, Roles and Users can be assigned Domain-specific scope in which they permit access to an individual domain and its sub-groups, devices, meters and reports, as well as other Global objects such as reports, custom pages and rate schedules.
Changing the default password on the Admin default user is highly recommended to prevent inadvertent changes to the database. To configure Roles and Users, navigate to the Roles and Users subfolder under the System folder in the navigation tree. The password fields and password button are displayed for Active Directory users, however, the password entered into the user setup will only be used if the user cannot be authenticated with the Active Directory server.
When the user is authenticated against the Active Directory server, the Windows password is stored in the database to keep the passwords synchronized.
Rate schedules define the content and format of billing reports. You can use billing reports for the following:. Rate schedules can have global scope or be assigned to a domain. Global rate schedules can be used in all domains. Domain rate schedules apply to only a single domain. The rate schedule model is designed to be very flexible so you can accommodate a wide variety of utility tariffs.
A MPR script is conceptually similar to a rate schedule. Like a rate schedule, an MPR script is combined with selected meters or groups to form a specific report instance. This allows a script to be reused for different meters and groups.
MPR scripts are listed in a new sub-tree under the System tab and can be Global or assigned to a domain. MPR scripts contain Visual Basic for. MPR users are assumed to be familiar with FactoryTalk EnergyMetrix, in particular with its reporting and rate schedule functionality, and the Visual Basic for. NET scripting language. You can select one or more of the following elements, or objects, when configuring an MPR.
Each provides a different way to view your energy, cost and production data. A Grid displays data in tabular format. The MPR script contains code that creates a Grid, specifies the number, width and heading text of columns, and populates the rows of the grid with data.
A Bar Chart displays a bar graph of data. The MPR script contains code that creates a bar chart, defines the x and y axes and selects the data to be displayed in one or more data series. A Trend Chart displays a line graph of data.
The MPR script contains code that creates a trend chart, defines the x and y axes and selects the data to be displayed in one or more data series. Bar chart series can be mixed with trend chart series in the same chart. Charts may have multiple Y axes. A Pie Chart displays a series of data as wedges of different sizes in a pie-shaped graphic.
The page header contains identifying elements such as the report title, the report headings from the Group setup, the report time range and time zone, and a user-selectable graphic element.
The page footer contains the report page number and the date and time the report was printed. MPR script code controls the header graphic element selection and the visibility or the header and footer. Intervals provide an easy way for MPR script code to process data in intervals specified by the user when they run a Multi-Purpose Report. Interval types are Day, Week, Month.
Since the report output is now Excel all of the functionality of Excel is now available to the report. The FactoryTalk EnergyMetrix collection of base units includes many that are commonly uses in energy management applications.
The default collection of units is based on the base units and includes a scaling factor which relates it to the base unit. Value types are used by the reporting and billing functions to aggregate values of a specific type in one or more meters or groups. The default collection of value types in FactoryTalk EnergyMetrix software represents the most commonly used electrical energy management parameters.
Value types can be set up as Consumption or Demand. Consumption value types are treated as accumulated values of energy or process output, for example, real energy net.
Demand value types are treated as 'rate' values such as real power demand. Select the appropriate tab and enter the values you desire in the menu fields. Exercise care not to delete a unit, base unit, or value type that is associated with tags that exist in the database or unpredictable results may occur. The Configuration page under the System tab provides a means for setting a variety of program options. To access the Configuration page, select the System tab and then select the Configuration item in the navigation tree.
Click the Edit button to change settings. You must have Edit System Configurations privileges to make changes. Default is 5 minutes. Range is 1 to Default is It is unlikely that you will need to adjust this setting. Enabled by default. Disabled by default. If disabled, the entire tree refreshes at a time. The system configuration report may be found on the System tab. This report can be configured to document the configuration of any or all of the objects listed in the report setup page.
Groups are limited to those accessible to your login role. This screen shows the user settings of the currently logged-in user. A user can change their personal password here. It also lets a user change other user settings, provided that the role associated with the currently logged-in user has the privilege to edit users.
If you wish to receive alarm notifications by email, be sure to check the Enable alarm notifications checkbox on this page. The Meters tab in the navigation tree contains folders that organize the Meters into groups and domains. Selecting the Meters tab does not change the detail pane content. Select a Group or. When you first select a Meter, the Meter Data tab is selected.
This screen lets you view the logged meter data. The display is arranged by log rate. The user time zone is selected by default. Controls allow you to select the desired date, scroll up and down through the data, and page backward and forward through the meter data. When you select a Group under the Meters tab, an aggregated view of the data of the meters in the group is shown.
Data is aggregated based on value type. If data is missing from one or more meters for a particular time, no aggregated value appears in the Group display. The Get Data button refreshes the current page of meter data. The Meter trend display lets you select and view tags as their values vary by time. You can select up to five tags from one or more meters.
Each pen can be individually selected to be displayed as a line chart or bar chart. You can select a different time zone for the trend and the start and end dates from the calendars. Or, enter start and end dates into the date fields and click the Go button.
One day is the minimum trend period. If you select an end date earlier than the start date, the system will adjust the start date, and vice versa. The calendar trend display shows how the value of a meter tag or value type you select varies over a full month. You can select the meter tag to display from the pull-down menu. The calendar trend is available for individual meters and for groups by using aggregated data. To zoom in to a day, click on the day in the calendar.
You can overlay days by selecting additional days from the small calendar under the zoomed display. The meter setup screen provides tools to allow you to create, modify, and delete Meters, add and modify meter tags, and set up alarms. Standard reporting converts the energy and production data logged in the database into information you can use to manage your business, improve efficiency and reduce costs.
Standard reports can be run on demand, automatically on a configurable schedule, or event-driven in response to an alarm condition. The consumption report aggregates data from each selected meter based on consumption value types, that is, value types with the Consumption flag selected. The report comprises one line item per meter with totals by group. The group and meter names are listed in the left hand column and a column is added for each consumption value type that exists in the selected meters.
If more than three consumption value types exist the line items may be truncated. The demand analysis report selects from each selected group or meter value types with the Demand flag selected. The report is organized in groups by value type, for example, kVA or kW. The report outputs a list of line items and a total charge amount. Each line item consists of a description, quantity, rate and charge.
Billing reports select value types and calculate the report line items based on Rate Schedules that you configure. The billing report displays currency symbols and numeric formatting based on the Windows regional setting that is selected in the rate schedule.
Runs a report that lists each meter's contribution to the total energy cost, based on a Rate Schedules that you configure. Cost Allocation reports are generated in Microsoft Excel output format. Runs a report that combines a graph and a grid display of power quality sag and swell events.
The power quality report can only be used with Allen-Bradley PowerMonitor M6 and M8 models with their sag and swell setpoints configured. The Enable PQ events logging flag must be selected in the Device setup page.
With this flag set, FactoryTalk EnergyMetrix periodically reads the power monitor event log and stores sag and swell events in the database. Each sag and swell record lists the time, duration and maximum deviation of the sag or swell. Runs a report on consumption values of a selection of meters or groups. The Pareto chart displays each meter or group's consumption as a bar chart, with the bars arranged in order of decreasing consumption. The Pareto chart report help identify the areas in your facility that use the most energy.
The reports listed above can be set up to run automatically, either on a schedule or in response to an alarm. This report can be configured to document the configuration of the FactoryTalk EnergyMetrix project. ReportsPlus provides you a package of additional reports that are set up and viewed in the same way as standard reports. Like standard reports, ReportsPlus reports can be configured to automatically run on a schedule and optionally send the report output to one or more email addresses.
ReportsPlus reports can be identified by a distinctive icon in the report list. The Custom tab contains links to web pages or graphics that you select by using the Manage custom pages link. Custom pages can be configured in one of two ways:. NET Framework 3. The CD also includes the following applications, which are not accessible from the autorun menu but may be browsed:. Your client workstation must also be permitted Intranet, Internet or dial-in access to the FactoryTalk EnergyMetrix server.
Contact your IT support personnel for assistance. Your browser should be set to check for newer versions of stored pages automatically , not every visit to the page. For bit operating systems, RSLinx Classic version 2. Windows Server is not supported. These are the hardware requirements that you need to use FactoryTalk EnergyMetrix software. The following rules of thumb are offered as a starting point for determining server sizing for FactoryTalk EnergyMetrix.
Other factors will affect the required size of a server. A higher number of tags being logged, a faster log rate, a larger number of users and a larger number of reports being run will require a more powerful server than the guidelines specify.
FactoryTalk EnergyMetrix writes 16 bytes of data to the database for each meter tag logged. Over time, the database can grow to become quite large. Some examples include the following:. Consider these guidelines when determining hard disk requirements for a server as well as database maintenance schedules. These are general guidelines.
FactoryTalk EnergyMetrix software is capable of running on a variety of hardware platforms. The main scalability issue is related to processing of logged data for example, report generation, trending. All hardware platforms require the following:. Please contact Rockwell Automation for assistance in specifying hardware for a high-end server.
Your browser should be set to check for newer versions of stored pages automatically, not every visit to the page. Wait until Server Manager has finished collecting data.
Right-click Roles and select Add Roles. Click Next on Before You Begin page. Select Application Server. Click Add Required Features. Click Add Required Role Services. Wait while installation proceeds. Install the upgrade advisor if desired.
Click the Installation link in the menu. Click the New installation or add features to an existing installation link. Enhancements with Version 2. Automatic Power Quality Downloading FactoryTalk EnergyMetrix software automatically downloads and saves power quality captures like waveforms and transient records into the database and then clears the power monitor buffers. The following product changes were included when the product shipped to you.
Corrected Anomalies with Version 2. The following are the known anomalies for FactoryTalk EnergyMetrix software version 2. Known Anomalies with Version 2. FactoryTalk EnergyMetrix software version 2. In case of communication loss, energy and demand data will not be logged, and voltage and current data will remain fixed. They will run as ClickOnce applications. If IIS is installed after these components, then you must reinstall those components.
Scheduling many auto-run reports to run at the same time may cause excessive server resource demand and cause reports to time out. Reports run automatically in Excel format may not be viewed in the web browser if the client has the Microsoft Office 97 operating system or later installed.
The report may still be saved and opened by using Microsoft Excel software. To work around this, save the meter with a blank access path, edit, and click OPC Browser again. With IIS 7, clicking the Validate button throws a page error and doesn't validate the script. A script with syntax errors may be saved.
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