Building Sustainability Limited

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Dashboard AdministratorUser guide v.3.0

Introduction

The customer can choose between two different dashboards; Workplace Footprint Tracker and Energy Arena. Both of them are created with the same build process.

The build process requires many subtasks. First of all we have to define the data collection procedures. Then we need to create formulas, i.e. the set of calculations that is needed to be able to produce all necessary data. Finally we need to define how things are going to be presented. Workplace Footprint Tracker has a default layout for all websites and customers, however it is possible to create customised layouts.

This flexibility will of course make the configuration more complicated, however most customer and installations are very similar and therefore we have created a simplified administration process. Thatis described in the chapter Service Configuration Dashboard. The default dashboard is described in the chapter Admin Dashboard.

Concepts and definitions

The picture below describes the steps needed to configure a new customer web. As can be seen eachcustomer has its own website and the website is divided into buildings. Assets is what we actually aremetering, i.e. it is usually an electrical meter, but it could also be a sensor, a utility meter or BMS data. Data Groups are the entities that control how the data shall be processed and presented. Usually an asset is associated with exactly one data group, but it is also possible to create group summaries or advanced formulas (virtual meters) and in those cases an asset is usually part of more than one group.

Electrical meters installed in a building are usually installed in an hierarchy, reflecting how the energyis used. The topmost meter is usually the main incomer or the utility meter. Below that level we wantto know who or what is consuming all the energy. We want to group these meters so it will be easier to make comparisons and so it will be easier to detect the trouble spots. The categories we are using are:

- Workzone – Small power and lighting consumption in the common work areas.

- Climate - HVAC, fans, boilers, heat pumps etc.

- Service - kitchens, lifts, servers, plant rooms, etc.

In some cases it may be necessary to group the meters in further levels. Perhaps we want to separatelighting consumption from the small power. Or perhaps we want to have all floors separated. If we have a lot of meters it may be ncessary to group the meters so it will be easier to find the meter you

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Customer Building Assets Groups Create Data Create Website

want to look at. All this type of grouping is possible and is made through the “Data Group”-definition.See the chapter about Data Groups for more details.

To be able to understand what you see on the dashboard it is a good idea to document how the physical meter hierarchy looks like. This is not necessary for the dashboard configuration and in most cases it actually have no meaning. However it is a good guidance of the building so we strongly recommend to take the time and configure the meter hierarchy. When that is done you will be able to see the hierarchy printed as a PDF, like this:

It is possible to make this configuration both from the admin page and from the asset register in the WFT dashboard, just press the button “Change Parent Reference”.

Service Configuration Dashboard

Admin Dashboard

A username and password for the Administration tool profile to be set up by the system administrators, please contact hans@excito.se or mikael@excito.se.

Log on to the Admin site:

http:// www .workplacetracker.com/admin

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To create a customer

By default you should be on the customer page first when you log on to the WFT.

Click on the ‘New’ link. The ‘Add Sustainability Client’ box will appear.

Ignore the Customer ID field

Client name: enter the name

Client short name: enter characters

Attach the company logo

Click on save

This will return to the Sustainability Client page that lists all the clients in WFT

Additional information on Client short name:

The client short name is used at the end of the URL, for example:

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http://www.workplacetracker.com/talbot

The shortnames are also part of the formulanames and because of this the shortname should be kept rather short, between 4 and 6 characters in length.

Addition Company logo:

Attach the company logo size of image approximate 169 x 63 (this will vary) max width 217px height 95px.

To attach a new logo image:

Click on the image

Click on the drop down list to select ‘Update’

Click on ok

Additional configuration parameters

There are many configuration options for a customer:

Design type - Always use the default option. If the customer wants to have a customised design (like UPC) we can add that here.

Redirect to URL - The user will be redirected to this page after logout.

Export backup to customer - A monthly database backup can be sent to the customer, just enter a valid email address in this field.

Include Blog – Check this box if you want the blog to be included on the WFT dashboard.

Include Workbench – Check this box if you want the advanced energy management tool to be included on the WFT dashboard.

Export to FTP server – Check this box if you want all half hourly data to be exported to our FTP server.This feature can also be combined with the building specific parameter “External FTP server”.

Display legend - Check this box if the formula legend should be displayed by default.

Include Project Tool - Check this box if the project tool should be include.

Twitter Integration - Check this box to connect this customer to Twitter. Used by e.g. the blog.

Include Behaviour Change Page - Check this box if the behaviour change page should be included .

Email domain name - The customers domain name. This is used so we can identify the customer when they send issues

Automatic login from IP-address - Allow automatic login from this IP-address

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Website shortname - A shortname for the website. If this field is empty the client shortname will be used.

Product - The chosen product will have some effect when the dashboard is created. Default option is to include everything. If “Terminated subscription” is selected than no more data will be collected.

Choose picture (Image Map) – This image map is presented directly when the user logins to the dashboard. It should present all buildings for this customer and each building can have a RAG indicator. The image can't be larger than 800x350 pixels.

To create a building

Click on ‘Building’ icon

You will need to change the ‘Choose sustainability customer’ drop down box.

Select the customer name from the list.

The buildings tab will display the Buildings listed to that customer.

Click on the ‘New’

Add building name box is displayed.

Configuration parameters

There are many configuration options for a building, only a few of the are required (e.g. building name and the short name).

Address – It is good to enter the address even if it is not displayed on the dashboard.

Front Picture – This picture is used by the status chart and the size of the picture must be exactly 243x318 pixels.

Floor name, Floor plan and Floor Plan Coordinates – If you want to use floor maps look at how “The Mall Luton” is configured for “Capital & Regional”.

Shortname for building – The short name is only used when the formulas is created, and it can not beomitted.

Start of day HVAC - The Time for switching from night to day .

End of day HVAC - The Time for switching from day to night .

Exceptions from the day and night changes - Exception from the default rules defined for lighting or HVAC. The feature for controlling lighting and HVAC was one of the first feature for WFT, however since then very seldom used.

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Building floor area – Useful floor space, ie the actual office space. Net usable area. In square meters.

Currency - Select the currency to be used when presenting consumption values.

Timezone - Select the timezone for the building.

Office start of day - The start of normal office hour. This is displayed in the line charts and used by reports (e.g. the out of hours report).

Office end of day - The end of normal office hour

Peak hour start of day - The electricity peak hour start (when such payments schemes are used)

Peak hour end of day - The electricity peak hour end

Peak hour energy cost - Energy cost for peak hours (currency per kWh)

Off peak hour energy cost - Energy cost for off peak hours (currency per kWh)

Include Hints and Tips - Check this box if Hint and Tips should be displayed

Include DEC - Check this box if a DEC chart should be displayed. Remember to define the value "Typical annual CO2 emissions per unit area" .

Default Building - Check this box if this building should be the default building to display (instead of "All Buildings") .

No access for these roles - Restricted access for a particular building can be defined here. The actual access role is created in the table "Access Groups" (see the Dashboard section under the AccessRightsTable) and each user who should have restricted access must have a defined access role.

City - Choose city if the temperatures (data coming from Weatherunderground) should be displayed. The cities are defined in the "City Administration section".

Campus - If the building is part of a campus, choose the campus here.

Image Map Coordinates - If an image map is defined for this customer, add the coordinates here.

Export data to FTP area - Check this box if the data for this building should be exported to the FTP area.

Occupancy email - For external occupancy data, energy data or transport data collected for this building enter the the customers domain name or an valid email address.

External FTP server - Servern name of external FTP if such an export should be performed.

External FTP username - The user id to be used on the External FTP server.

External FTP password - The password to be used on the External FTP server.

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These parameters are stored in the table General Preferences

Energy cost - Energy cost (currency per kWh).

CO2 Conversion factor - Carbon dioxide conversion factor for 1kWh of electricity.

Target reduction - The target reduction in percent, 0.1 is 10%.

Total energy consumed per year (kWh) - Total energy consumed per year (kWh).

Cost of water - Cost (£) of one cubicmeter water.

Gas CO2 Conversion factor - Carbon dioxide conversion factor for 1kWh of natural gas.

CO2 Conversion factor (displaced) - Carbon dioxide conversion factor for 1kWh of displaced electricity(necessary when calculating savings when heat pumps are used) .

Efficiancy of water heater - Efficiancy of water heater (necessary when calculating savings when heat pumps are used) .

Coefficient of performance for a typical AC chiller - Also used for heat pump calculations.

Typical annual CO2 emissions per unit area - Typical carbon emission for this type of building. This is necessary for the Display Energy Certificate.

District Heating CO2 Conversion factor - Carbon dioxide conversion factor per 1kWh of district heating.

Cost of District Heating - Cost (£) of 1 kWh of district heating.

Cost of Gas - Cost (£) of 1 kWh gas.

Campus

If you want to group some buildings into a campus, all you need to do is to add a row to the "WFT Campus”-table. This row only requires a unique name and a image map of the campus. The image can't be larger than 800x350 pixles

Adding an Asset

Click on the ‘Assets’ icon with a wind turbine and house image.

You will need to change the ‘Choose sustainability customer’ drop down box.

If you are unable to see the customer in the drop down list, log off and log back in to the admin tool.

Click on ‘New’

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The Add Assets box is displayed.

Many of the fields on the form can be omitted. Only fill in the following:

Description: the name of the meter.

Location: The building the asset belongs to.

Collector Type: click on the drop down list and select TritechGateway.

Meter ID: copy and paste the meter ID across

Click on the ‘Check terminal status’

Data gathering unit designation: A short and unique name of the meter. No spaces between the words.

The Data gathering unit designation field is used in the formulas and that is the reason for no blank spaces

Recurrence frequency is defaulted to 30 minutes.

Configuration parameters

There are many configuration options for an asset, most of these options are of course depended on the meter type and the data collection type. In the chapter “Meters and data collection” we have listed all meter options we support.

Parent Reference - Select if this meter is a sub-meter of any other. Meters are usually installed in a hierarchy, with a main incoming meter and sub meters at various levels below that.

Floor name – Only used if floor maps are used. This is the name used to identify each floor, so this name must match the floor name defined in the building configuration.

Floor Map Coordinates - Add coordinates to the floor map as x,y and separated by a hyphen .

Collectortype - see chapter ”Meters and data collection”.

Asset information - Various asset information can be stored her. The terminal ID and the CT ratio is automatically stored here.

Asset tag ID - Each asset can be associated with a RFID tag, the ID of that one is then stored here.

Document - Any kind of document or content associated with the asset can be uploaded.

Asset Type - The type of asset will in some cases have special implications, see chapter ”Meters and data collection" for further details.

Disconnect Asset - Stop collecting data for this asset.

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Import Data – If you click this button you will see a popup window from where you can import data, i.e. select a CSV-file with data. This feature is used to populate historical values into the tracker. The data must be comma separated accumulated values. When that data is importet, the “Add data” has to be performed, see chapter “Restoring data”.

Readings is not accumulated - Set to true if the meter readings is half or hourly values and not accumulated. NB! This is so far only implemented for gasgroups.

End use - This should be a description of what the asset data we are collecting actually are used for, e.g. what the measured electricity are used for. Multiple values can be entered.

Asset Location - A description of where the asset is located.

Meter Location - A description of where the actual meter can be found.

Variables (Value and Property type) - A list of charateristics for this particular asset/meter, e.g. current transformer ratio, input rating or serial number.

Asset Comment - Notes about the particular asset. This field differ from the "Asset information”-field because it is visible on the dashboard (in the asset register).

Sub-Asset - A list of asset names and comments about them. The purpose is to build up a knowledge of the building and what is metered and assets with a large consumption can then be sub metered.

Create data group

Click on the ‘Dashboard design’ icon with blue tools image

Check the ‘Choose sustainability customer’ is to the right name.

The screen will display many tabs, two of them are ‘Dashboard/Administrator’ and ‘Data groups’.

The Data groups are needed so we can instruct the system how the formulas and the dashboard shall be constructed. We need to add the following information:

Groupname – A name of this asset.

Shortname – This name will be used for some buttons and can't be longer than 22 characters.

Group Property – This property defines what to do with the selected asset/assets. See further explanation below.

Asset – A list of all assets that belongs to this data group.

Target/Target value – A list of different targets for this asset. Most of these targets are automatically created. However some targets have a special meaning, so for example if you a target named

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excludetotals and without any value, the formulas for this data group will not be included in any totalcalculations.

Location – Select building

Access Conrol / Restriction type – Some data can have further restrictions (beside any restrictions puton the whole building).

Once the ‘Data Groups’ are set up you can create the formulas.

Click on the ‘Dashboard Administrator’

Click on the ‘Create Data Collection Formulas’

This will take a few moments to generate the formulas.

The total number of formulas will be displayed.

Click ok

Then a website can be generated.

Click on the ‘Create website’

To check the website enter the address http://www.workplacetracker.com/customerShortName

Hierarchies

If the building have a lot of meters and wants to organise the meters in a better way you can create meter hierarchies. They will look like the picture below.

This configuration is made through the Data Group definition, you just have to add a target row with a name starting with “group=” and then list all group names, separated by a semicolon. See picture below for an example.

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List of group properties

How the assets are to be treated is guarded by the “Group Property”. So for example if the data collected from an electrical meter should be presented as a “workzone” then we use the group property “Workzone energy”. The electrical data can be associated with one of three categories; workzone, climate or service. There is also a top level where the building total is presented and any main incomers.

Top level and Building total energy

All buildings must have a definition for how to calculate the total electricity. It is possible to do this calculations in many ways. Many of the “Group Property”-options are very similar, so for example “Building total energy” and “Building total energy (sum of floors)” are almost similar, the only difference is that the latter one can take multiple meters.

When selecting a “Group Property” you will see a description of that property at the bottom of the “Data Group”-definition window. That description should inform you of how the calculation shall be made and which type of assets that is needed.

The name “Building total energy” is perhaps a bit misleading as this should only be electrical energy. Other types, like gas or heating, are calculated separately and the sum of all these types is automatically created and displayed as “Total Energy”, select this icon:

Sometimes you might have a mains meter that is not part of the actual building total calculation. Perhaps it is a utility meter thar are only used for comparisons. In these cases you can use the “Mains meter” property, i.e. you will see the meter on the top level (Summary page) but it will not be part of any other calculations.

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Remaining energy

In most cases when we want to display the consumption for a category (Workzone, etc.) we can just take the readings from the meter and calculate half hourly, daily and monthly consumption values. However sometimes we need to do more advanced calculations, so for example when we have one or more meters that are sub meters of any other we may need to subtract the consumption of the sub meters from the main meter. This is accomplished either through group properties who have “remaning energy” in its name or “1st minus rest”.

Let's look at an example, in a University building we want to see the consumption for a workzone we are naming “DPO + Lecture Theature 1&2”. We have identified that this covered by a meter named “IEG-23 DB45” however this meter has a sub meter named “Print Room Incoming Elec”. We should therefore do the calculations as “IEG23 DB45” minus “Print Room Incoming Elec”. The meter hierarchy looks like this:

And workzone calculation is accomplished with this Data Group definition:

Formulas

In some cases we may need to do even more advanced calculations and for this we have the group properties which have “(formula)” in its names. It is a little difficult to create these formulas. First youneed to create data group for all basic meters and then take note of the formula ID created for these groups. So for example if we have two climate groups named “GEF 6 Motor 1” and “GEF 5 Motor 2” and we want to create a calculation that is the “GEF 6 Motor 1” plus half of the “GEF 5 Motor 2”. The formula Ids for these groups can be found on the asset page under the “Formulas” tab. See picture below. The Ids must be for the basic formule and that formula always ends with “ene”. So in this casethe Ids are 162256 and 162327.

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We can then create the formula as:

formula=A[162327]*0.5+[162256]

Notice that the formula can't contain any paranteses, the expression is just evaluated from left to right. Also notice that we don't need to add any asset, instead the asset is identified with the formulaID and the surrounding brackets. The initial A is needed to indicate that the values are accumulated.

Fraction

Sometimes you might want to apportion the consumption from one meter to different accounts. In those cases it is possible to use a data group with “(Fraction)” in its name. In the picture below you can see an example. In this case the data will be presented as “AHU 7 motor 2” and the data will be taken from the meter “AHU 7 Motor 2” but multiplied with 0.5, i.e. so only half of the consumption will be presented.

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Constant

In some cases it is perhaps impractical to install a sub meter or the consumption for an asset is very constant so a meter is not necessary. We then have the data groups with the name “(Constant)”. The value defined for this constant is then used as the hourly consumption value. Because of some historical reasons you have to define an asset. Like this:

However the value put in the DataID field is not used. Instead the value is taken from the data group and the “Target value” field. Like the picture below:

Meters not to be included in summaries

Some of the summary values are automatically created. So for example, the sum of all categories (workzones, climate and serviecs) are automatically created. Sometimes you may want to exclude some meters, perhaps because the meter is a installed at a sub-sub level. We have to mechanisms to exclude such meters.

- All data groups with the name ending with “(Sub-sub meter)”, will be omitted when the sum is created.

- All data groups who has been marked with the constnat name “excludetotals”. See picture below.

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Manual entries

It is possible to enter values manually. For these meters the asset need to be defined with the collector type “Manual”. And the data group has to be some with the ending “(manual entry)”.

Renewables

Sensors

Waste

Weather

Transport

Campus total energy

Other

No Formulas

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Meters and data collection

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Restoring data

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Meter Installation Database

On the Intranet (http://www.carbondashboard.eu/) we have meter configuration database. That data can easily be imported into the admin pages. All data tables on the admin page have “Import Configuration” button, select that button and you will be prompted with a list of the current set of data. So for example if you want to import assets, select the assets tab, select the customer and thenclick “Import Configuration”.

When doing that you will see a list of possible (i.e. meters that have been correctly installed) meters, select the one you want to import and all that data will be populated into a new entry form. Remember that a unique designation name has to be chosen, a suggestion is entered into the dataID field, copy that value into the data gathering field if the name is ok. After that is done, click the “Chek terminal status” so the meter configuration is validated.

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Special Asset Types

Data Logger Assets

Assets that where the data is collected by Data Logger may need to be treated in a special way and there are two reasons for that:

– Data Loggers are by themselves more insecure and may contain more errors than the Connode logger system.

– Data Loggers may be used together with meters who are more unreliable, for example meterthat have a register of only 16 bits (which means it can only display values up to 65536 and after that it will start to count from zero again).

Configure such meters with the checkbox “Use own accumulation” ticked, like this:

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League Table

All workzones will automatically be presented in a league table. However if a workzone is configured as a “(sub-sub meter)” or as a lighting- or power subgroup, it will not be part of the league table. It is also possible to exclude a workzone from the league table by adding the constant “excludeleague”, i.e. it should look like the picture below:

Some workzones are automatically excluded from the league table (e.g. sub-sub meters), however it is possible to add them to the league table by adding the constant “includeleague”.

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Blog Reminders

In the buildings tab, there is a feature for adding who should be able to receive reminders about newblog entries. Create a new entry reminder by clicking “New” and selecting the recipient, i.e. the user, and the blog. Make sure that you choose the correct customer for the user, so for example if the userbelongs to the University of Cambridge, the blog must also be Cambridge. Otherwise we can end up giving blog entries from one customer to a user from a totally different customer. (It is possible to select the top headline, “Blog”, then the user will have access to all blog entries from all customers.)

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Add Data

Data Washer

Spikes can be removed with the data washer feature. However it must be performed in two steps.

1. First the raw data serie has to be “washed”, i.e. we must change the accumulated values so they all follows a smooth data serie.

2. Then we must change the consumption values, i.e. recalculate the half hourly (and perhaps daily and monthly values).

The first step is performed with a given time frame and for a specific building, see picture below:

After that we can recalculate the consumption values. Remember that the checkbox “Always update”must be checked.

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Disconnect a customer

When a customer is no longer subscribing the service, i.e. when we need to decommission the service, we need to do the following steps:

1. Each meter has to be disconnected, i.e. we should not continue to collect the data. Select the asset-page on the admin dashboard. For each asset select the “Disconnect Asset”-checkbox and press save.

2. Mark that the customer subscription has terminated. It is important that this is notified in our support tools. Therefore we should change the customer name in the admin page and in the Intranet, like this:

and

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3. Delete the website. This has to be made with the Java client.

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Connode meter administration

Check if meter is online

In the admin interface (under the assets tab, select the asset you want to check) there is a feature to see if a meter is sending data. Click the button named “Check terminal status”, then a display similar to the one below will be shown. In this example, the meter is not a Meshnet 3 meter and therefore a button will be displayed saying “Switch to half hour reading”, however doing that will have no effect.

The date inside the parentheses display the date when the value was sent to the Connode server.

By choosing the button “Check terminal events” it is possible to see if the meter has signalled any error events. If no event is found and if no data has been sent it is most probably so that the Connode terminal has lost its network connection.

Change CT ratio of a meter

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