desigo™ insight management station, v5 getting started · building technologies getting started...

Desigo™ Insight

Management station, V5

Getting started

CM110490en_04

31.03.2012

Building Technologies

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Siemens Desigo Insight, Management station, V5 CM110490en_04

Building Technologies Getting started 31.03.2012

Siemens Switzerland Ltd

Infrastructure & Cities Sector

Building Technologies Division

Gubelstrasse 22

CH-6301 Zug

Tel. +41 41-724 24 24

www.siemens.com/sbt

© 2004-2012 Siemens Switzerland Ltd

Subject to change

http://www.siemens.com/sbt

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Contents

Desigo Insight Management station ....................................... 5

What is Desigo Insight? .......................................................... 5

What is the aim of "Getting Started"? ...................................... 5

Starting your management station .......................................... 6

Logging in ............................................................................ 7

The taskbar and Desigo Insight programs............................... 8

What is a "site"? ...................................................................... 9

Connecting to a site ................................................................ 9

Starting Plant Viewer ............................................................. 11

Moving around Plant Viewer ................................................. 12

Adjusting plant operation in Plant Viewer .............................. 15

What do “Automatic” and “Manual” mean?............................ 17

Alarms 18

Alarm Acknowledge and Reset ............................................. 18

Using Alarm Viewer ............................................................... 20

Alarm interactions from Alarm Viewer ................................... 22

Using Log Viewer .................................................................. 23

Creating graphs with Trend Viewer ....................................... 24

Time control of your plant ...................................................... 26

Report Viewer ....................................................................... 27

Reaction Processor ............................................................... 28

Eco Viewer .......................................................................... 29

Desigo Insight: the object-oriented system ............................... 30

Object Viewer: the technical view of your system ................. 31

System information ............................................................... 32

Logging out of Desigo Insight ................................................ 33

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Desigo Insight Management station

What is Desigo Insight?

Desigo Insight is the building management station of the

Desigo building automation and control system which

incorporates the PX range of automation stations.

It is based on the BACnet communication protocol, so that

data from compliant third-party systems can also be

displayed on the Desigo Insight management station.

What is the aim of "Getting Started"?

The aim of this booklet is to introduce you quickly to your

new Desigo Insight management station.

We intend that you should use this booklet together with a

real Desigo system.

You may use your own system, as the functions described

here are valid for any Desigo V5 system.

We also intend that you should start on page 1 and work

through the booklet without skipping any part. It should take

about one hour. Afterwards, you will probably not need this

booklet again; more comprehensive information is available

in the Desigo Insight V5 User’s guide.

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Starting your management station

Switch on your management station (PC).

If the Desigo Insight taskbar is not already visible (see

picture below) start Desigo Insight by selecting:

Start > Programs > Desigo Insight V5.0 > Desigo Insight

Desigo Insight software is now running, and, even though

no-one is logged- in, the management station is able to

receive alarms and log data from your plant.

The taskbar of Desigo Insight

Taskbar after starting Desigo Insight

Display / Function Description

Desigo Insight Menu with

various functions.

Shows the logged-in user.

Connect and

disconnect sites

Connect sites; Shows

informations about sites.

Lock / LogOff /

Shutdown

Locking user / Log off user /

Shutdown Desigo Insight.

System Info: OK Shows informations about the

computer or software faults.

Open Online Help Opens the online help;

User’s guide also available.

Connection display Shows informations about

connected sites.

Alarm display Shows high/medium/low level

alarms.

Alarm display Shows categories of fire

alarms.

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Logging in

Click on any button in the taskbar to log-in. The following

dialog box will be displayed:

Administrator logs-in

Enter the user name and password supplied by your

representative. Note that the password is case sensitive!

The taskbar will now change, showing the logged-in user.

Note that if you leave your management station unattended it

will go to a “locked” status, requiring you to log in again.

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The taskbar and Desigo Insight programs

The taskbar is always displayed when Desigo Insight is

running, allowing you to command your building automation

and control system immediately, even if you are operating an

equally interesting Windows program.

The buttons that are visible depend upon which user is

logged-in and the type of Desigo Insight license installed.

The most common taskbar applications and their buttons are

as follows:

Function /

application name

Description

Connect / Disconnect Connect / Disconnect site

Plant Viewer The graphical interface to

your site

Log Viewer Displays all event messages,

including alarms

Alarm Viewer Displays the state of any

abnormal alarm points

Trend Viewer Displays graphs of dynamic

data

Object Viewer Displays all data points in

your system in list format

Time Scheduler Allows you to adjust switching

times of your plant

System Information Checks if there are any

computer or software faults

The buttons that are displayed depend upon the site license.

Additional buttons may also be visible; any Windows

application can have a dedicated button on the

Desigo Insight taskbar.

Note

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What is a "site"?

A site is a collection of PX automation stations and/or other

BACnet communicating devices that control and monitor

your building.

Connecting to a site

Although Desigo Insight is able to receive alarms and trend

data at any time, for operation of the Desigo Insight graphics,

known as “Plant Viewer” you must “connect” to your site.

“Connecting” in this context means initiating a continuous

communications link with the PX automation station network.

Alarm and trend data transfer is initiated by the automation

stations themselves.

To connect, click on the connection button in the taskbar; a

dialog box similar to the following will appear:

Connection dialog

Choose the site.

Click on the button Connect. The site connection is

executed.

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After connecting, the dialog box should change as shown

below:

Connected taskbar

Your “real” site may automate the connection steps above,

for example by automatically connecting to your site as soon

as you log in.

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Starting Plant Viewer

Plant Viewer is a graphical visualization of your system. It

can only run if you are connected to site. Start it by clicking

on the button identified in the table above.

At the top of the Plant Viewer window, a navigation bar will

be displayed which is specific to the Plant Viewer interface.

The buttons work as shown below.

Button Usage Button Usage

Go back a page

Select page

Go forward a page

Tile pages

horizontally

Jump down a page

Tile pages

vertically

Jump up a page

Cascade windows

Jump to the Top

page

Page data

snapshot

Display the System

page

User defined page

description

Display the

Location page

List objects in

active page

Display Favorite

page

Select window

Print active page

Close current page

Print setup

Close all windows

Print preview

Project-specific

help

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Moving around Plant Viewer

Plant Viewer pages are usually arranged in a logical

sequence. This allows you to follow a predetermined path

using the navigation bar “forward” and “backward” page

buttons. In addition, the standard “System” (your controls

topology) and “Top” pages can be displayed at any time via

their respective buttons.

The hierarchical arrangement of your plant pages is

displayed by use of the “Select page” button, and is

illustrated below:

System

Pageup

Pagedown

Top Pagedown

Pageup

A typical page hierarchy

Information is presented in stages of increasing detail. The

Plant Viewer page provides an overall view of the plant as a

whole. Rather than text, dynamic symbols indicate the state

of all plant elements. If further information about plant

elements is available, this is indicated by a graphic frame.

Click inside the frame to display the information, which

appears in the form of a “super genie”:

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Layers of information

If you require more information about the fan, or wish to

override the fan state, for example, click on the fan's center

to display the corresponding super genie. A super genie is a

representation of a number of plant details in a single, small

dialog box, usually pertaining to a single plant element.

For example, switch on the thermoelectric trip of a fan in your

plant: an alarm symbol will appear by the fan symbol.

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To get more information about this alarm, click on the alarm

bell symbol.

More alarm information

Since there may be more than one source of an alarm, we

have arranged a series of alarm buttons at the top of the

alarm super genie. When an alarm button is visible, the

corresponding alarm input is active, and you can click on the

button to display the corresponding information in the alarm

super genie. This concept is used in all alarm super genies in

your Plant Viewer graphics.

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Adjusting plant operation in Plant Viewer

Plant Viewer can be used to

Override plant states

Adjust setpoints

Acknowledge and reset alarms

Set the alarm limits of a plant item

Set a manual value for a physical input or output

All these options are made available according to the

privileges of the logged-in user.

For example, click on the supply air temperature sensor in

the graphic.

Full information from the temperature-sensor genie

As usual the data displayed depends upon the privileges of

the logged-in user.

Adjust the measured temperature (if possible in your plant)

and/or the alarm limits and you may trigger an alarm for that

sensor.

Example: Overriding a fan

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You can override most items of plant, provided you have

sufficient privileges.

In the graphics, click on the fan symbol to display the fan

genie, and override the fan state as shown below.

Remember to release the fan to automatic later, so that it will

operate normally. The fan will operate safely, i.e. safety

interlocks will still be checked, but it will not respond for

example to time control signals.

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What do “Automatic” and “Manual” mean?

The automatic state means that the displayed value is under

full control of the associated automation station. If not in the

automatic state then the plant element has been overridden

for some reason. Desigo systems have in fact a number of

ways that the normal automatic control state may be

overridden. These are generally indicated by the yellow

“Hand” symbol over a plant item.

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Alarms

Alarms indicate a plant condition that is other than normal;

they have a set priority or degree of severity (for example

“critical”), a set format (see below) and are routed to any

combination of receiving devices such as the management

station screen or printer.

Alarm Acknowledge and Reset

We saw earlier how the sources of alarms appear in Plant

Viewer. How can you manipulate the alarm status?

Alarms generally appear in three forms according to their

interaction with the user:

Simple Require no user action

Basic Require reset only

Extended Require acknowledgement and reset

Thus only simple and extended alarms require an input from

you as the user.

If you trigger a frost alarm, you will see a pop-up window

something like this:

Alarm pop-up window

You can see that this is an extended alarm, because an

Acknowledge button is displayed.

From the pop-up window you can click on the Plant Viewer

button and the corresponding part of the graphics will be

displayed.

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From there, click on the alarm bell symbol. The following

diagram shows how you can interact with the alarm from

there.

Alarm interaction

Note that you can also acknowledge and reset alarms from

any other Desigo Insight management station or operator

unit: they all operate in the same way on the same point.

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Alarms are also given a number representing their degree of

severity or “priority”, where '0' is the highest and '9' the

lowest. Alarms produce pop-up windows at the management

station in accordance with the system configuration. For

example, the system can be configured so that only priority

levels 0 and 1 produce a pop-up window.

Using Alarm Viewer

In the case of multiple alarms occurring simultaneously, you

may find it easier to use Alarm Viewer, which presents all

points in abnormal states in a tabular format.

Click on the Alarm Viewer button on the Desigo Insight

taskbar (see earlier). You will see a list of all alarm points

that are in a state other than normal.

You can modify the display format to suit your own prefe-

rences: the settings will be recalled the next time you log in:

To sort a column: Click on the column header button.

Click on columns

header to sort

Click again to toggle the effect.

To remove sorting: Click on the button .

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To alter the column order: Click and hold on the column

header button, and drag and drop the column to a new

position.

Left click and drag

headers to re-order

To specify what data is to be displayed:

1

2

Right click on any column header

Enable /disablle with a tick

All these methods of altering the display format can be used

in all the Desigo Insight tabular displays.

Note

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Alarm interactions from Alarm Viewer

You can also acknowledge or reset alarms from Alarm

Viewer as shown below:

1 Highlight an unacknowledge alarm 2 Acknowledge here

3When the alarm requires a reset and the field

condition is cleared then reset from here

You cannot reset an alarm if the condition causing the alarm

is still active. For example, if an air filter is blocked, the alarm

cannot be reset until the filter is replaced.

In the Alarm Viewer table, you can select multiple alarms by

the usual Windows method (hold down the <Shift> key and

left click, or hold down the <Ctrl> key and left click). This

allows you to perform multiple acknowledge and reset

operations on alarms of the same type and the same state.

Note

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Using Log Viewer

For Desigo Insight, alarms are actually just one type of

“event”:

Log Database

System Events

StatusEvents

User Events

Alarms

User

Everything you do at the management station

Nominated plant events

Management station software events such as site

connections, system start-up etc.

All events are logged to a single database; you can view the

contents of this database using Log Viewer.

Open the Log Viewer using the Desigo Insight taskbar

button. You can use the same table manipulation commands

as described above.

Note that the “Date and time” field refers to the time that the

event occurred, not the time that it was received by the

management station. For example, if the management

station is disconnected (e.g. if a modem connection is used),

then alarms will show the time at which they were triggered,

not the time of their receipt. The “Value” column similarly

displays the value at the time when the alarm was triggered,

not the value at the time of receipt.

User events:

Status events:

System events:

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Creating graphs with Trend Viewer

To create a graph in Trend Viewer you can start by selecting

data from in any convenient Desigo Insight application:

Plant Viewer

Object Viewer

Log Viewer

Alarm Viewer

Right-click on the desired plant element (for example, a

temperature sensor in Plant Viewer):

Send to...

Some icons in Plant Viewer present more than one

parameter after a right-click (i.e. automation station PX). In

such cases use the “primary value”, i.e. the parameter

ending in “PrV”.

Once the “Send to...” command has been used, the trend

application will automatically start to draw a graph using the

parameter selected.

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Trend highlights

Try this on your plant: start a graph of outside air

temperature and humidity, and adjust the values (if possible

in your plant).

Points are added to the display whenever there is a change

of value of the data point: if you would prefer points to be

added at fixed intervals of time use the pull-down option in

the top right of the Trend Viewer dialog box.

You can add points to this trend view in the same way as you

did to start the graph, using the right-click function on any

Desigo Insight point.

This trend will run as long as the Desigo Insight management

station is operational. It is fully flexible and configured by

you. Alternatively, data can be logged at the automation

station level, so that it is independent of the management

station. This is fixed during engineering, and cannot be

altered via the management station.

There are many user tools for Trend Viewer; look in the

appropriate section of the User's guide.

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Time control of your plant

Time Scheduler allows you to configure start, stop and other

operating modes for your plant according to a basic plan.

The plan can then be amended to include holidays and other

“exceptions” to the norm.

The time program is stored in the automation station and so

once configured does not depend on the management

station.

Open Time Scheduler using the Desigo Insight taskbar

button. Browse to find an example schedule, then drag and

drop the weekly schedule to the right as shown:

Time Scheduler basics

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To modify the times, double click on a period:

Adjusting a time period

You can use the spin buttons adjacent to the input fields to

modify the times (and the associated operating mode). In this

way, you can define the time schedule for plant operation.

Report Viewer

You can use Report Viewer to create reports about the

states of the plant manually or automatically (with the

Reaction Processor). For example, you can interrogate the

data in the system at regular intervals, e.g. weekly, save it as

an Excel or CSV file, or, if required, print it in PDF format.

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Reaction Processor

The Reaction Processor lets you create automatic reports

based on a specific time or a data point threshold. The "Write

value" function also allows you to influence the plant, e.g. by

modifying setpoints.

BACnet-integrated third-party products without their own time

scheduling function can be controlled with the Reaction

Processor time function.

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Eco Viewer

The new innovative energy monitoring functions in Desigo

V5 provide real-time displays (online, real-time) and evaluate

energy consumption of plants as well as the quality of

operations.

After the plant is delivered, there is a risk that parts of the

plant will be operated in an unfavorable manner, without

negatively affecting required Comfort, but in terms of energy

consumption and wear and tear of components. Causes of

unfavorable operation include :

Changes to setpoints

Changes to operating times

Faulty components

Lack of knowledge on the part of personnel

Change the use of rooms

Manual intervention on field devices (e.g. valve actuators)

Plant drift

Energy monitoring is an absolute must in offers to efficiently

plant parts or plants over the entire life cycle. The new

monitoring available with Desigo V5, trends the data in a

manner that allows the responsible person to initiate near

real-time measures against unfavorable plant operation. The

function helps lower energy costs in a sustainable manner

and increases a plant's business viability.

Energy costs

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Current and future international standards (e.g. EN

15232:2007(E), chapter 7) require the system recording

(logging), online monitoring or a step or process; always with

the goal in mind of managing a building in an optimum

manner.

Desigo Insight: the object-oriented

system

Alarm

Viewer

Plant

Viewer

Trend

Viewer

Object

Viewer

Log

Viewer

Report

Viewer

Object:

Room temperature

Time

Scheduler

Reaction

Processor

Audit

Trail

Eco

Viewer

Up to now, we have looked at Desigo Insight from the point

of view of specific actions, such as altering a time schedule

or dealing with an alarm. Another way of considering your

system is to refer to “objects”, that is, a small control element

such as a temperature input. Using such an object as a

reference, you can swap between the various Desigo Insight

applications.

For example, trigger any alarm from your plant; from Alarm

Viewer highlight the alarm and right-click. Select “Send to...”

and navigate to Log Viewer with a left-click. All relevant

entries in Log Viewer are displayed. From here you can right-

click to switch to Plant Viewer in the same way, for a

graphical display of the location of the alarm.

Standardization

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Object Viewer: the technical view of your system

You will probably use the applications previously described

for most of the operation of your plant. For a comprehensive,

text-based list of all the objects in your Desigo Insight system

you can use Object Viewer.

There are three different views in Object Viewer:

Technical View Based on a naming convention used for all

control objects

User View Based on any organizational structure you

wish e.g. the layout of your building, the

departmental structure etc.

System View Based on the organization of the

automation station hardware

Start this by right-clicking (for example on the same alarm

object as above) and selecting “Send to..." and "Object

Viewer":

The illustration above shows the Technical View. The views

in Object Viewer are highly technical, and show all data

points in your system and all of their properties. We do not

expect you to need Object Viewer to operate your plant.

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System information

The Desigo Insight taskbar always shows a “System

Information” icon (see earlier). This is a check on the general

health of the Desigo Insight management station, including

relevant computer parameters such as hard disk status. If

you click on this you will see details as follows:

If a red cross is displayed, you can identify the exact source

using the System Information browser. You can use this

information should it be necessary to contact Siemens for

help.

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Logging out of Desigo Insight

If you leave Desigo Insight unattended for a short time, then

it will assume the “Locked” state:

This prevents unauthorized access. If you wish to leave the

management station in a safe condition immediately, then

you can opt to Log Off:

In the “Locked” state (after selecting Lock) and the “Logged

out” state, the management station will continue to accept

alarm messages and log Trend data. We therefore

recommend that you do not shut down the management

station completely, as these tasks would then be suspended.

In the case of accidental power interruption, the

Desigo Insight software can be configured to start

automatically.

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Notes

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Notes

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Siemens Switzerland Ltd

Infrastructure & Cities Sector

Building Technologies Division

Gubelstrasse 22

CH-6301 Zug

Tel. +41 41-724 24 24

www.siemens.com/sbt

© 2004-2012 Siemens Switzerland Ltd

Subject to change

http://www.siemens.com/sbt

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