Meter Shop User's Guide

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User’s Guide
         NOTICES
                                                          Limitation of Liability
                                                          Power Measurement Limited reserves the right to make changes in the devices or the device
                                                          specifications identified in this Guide without notice. Power Measurement Limited advises
                                                          customers to obtain the latest version of device specifications before placing orders to verify
                                                          that the information being relied upon by the customer is current.

                                                          In the absence of written agreement to the contrary Power Measurement Limited assumes
                                                          no liability for Power Measurement Limited applications assistance, customer’s system
                                                          design, or infringement of patents or copyrights of third parties by or arising from the use
                                                          of devices described herein. Nor does Power Measurement Limited warrant or represent
                                                          that any license, either expressed or implied, is granted under any patent right, copyright,
                                                          or other intellectual property right of Power Measurement Limited covering or relating to
                                                          any combination, machine, or process in which such device might be used.

                                                          EXCEPT TO THE EXTENT PROHIBITED BY APPLICABLE LAW, UNDER NO
For further information or technical assistance, please   CIRCUMSTANCES SHALL POWER MEASUREMENT LIMITED BE LIABLE FOR
contact your local Power Measurement representative,
or Customer Service at one of the following locations:
                                                          CONSEQUENTIAL DAMAGES SUSTAINED IN CONNECTION WITH SAID PRODUCT
                                                          AND POWER MEASUREMENT LIMITED NEITHER ASSUMES NOR AUTHORIZES ANY
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                                                              ®                 ®
                                                          ION and PEGASYS are registered trade marks of Power Measurement Limited.
                                                          7300 ION, 7330 ION, 7500 ION, 7600 ION, 7700 ION, 8300 ION, 8400 ION, 8500 ION,
                   World Wide Web
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                   www.pml.com
                                                          trade marks of Power Measurement Limited. All other trade marks are the property of their
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                   support@pml.com
                                                          The information contained in this document is believed to be accurate at the time of
                   Worldwide Headquarters                 publication, however, Power Measurement Ltd. assumes no responsibility for any errors
                   POWER MEASUREMENT LTD.
                                                          which may appear here and reserves the right to make changes without notice.
                   2195 Keating Cross Road
                                                          Covered by one or more of the following patents:
                   Saanichton, BC
                                                          US Patents 5828576, 5650936.
                   Canada V8M 2A5
                                                          Other patents pending.
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                   Fax: 1-250-652-0411


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                                                                                                                                          REGIS




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                                                                                                                                     Contents



             Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Meter Shop — Power Up! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                 Meter Shop Version Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
             System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
             Installing Meter Shop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
                 Installation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
             Communicating with your Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
             Meter Shop Software Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
             Meter Shop Software Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
                 Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
                 ION Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
                 Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
                 Firmware Upgrade Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
                 Diagnostics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Meter Shop Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
             Vista Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
                 Standard Meter Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
                 Advanced Meter Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
             Starting Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
                 Using Meter Shop Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
             Templates Main Menu Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
                 Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
                 Upload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
                 Download . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
                 Set Meter Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
                 Register Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
             Meter Setup Menu Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
                 Basic Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
                 Meter Tag Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
                 Demand Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
                 Clock Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
                 LED Pulsing Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
                 Loss Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
                 Input/Output Expander . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
             Verification Menu Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
                 Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
                 Sliding Window Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27




                                                                                                                                                5
Contents



                            Thermal Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
                            Volts, Amps and Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
                            Qh/Q demand, Cumulative Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
                            Meter Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

           Meter Shop ION Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
                         ION Designer Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
                         Password Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
                            Meter Shop Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
                            Meter Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
                         Template Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
                            Working with Custom Templates (Framework Files) . . . . . . . . . . . . . . . . . . .33
                            Custom Frameworks and Node Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
                            Changing Existing Module Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
                         Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38

           Meter Shop Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
                         Tools Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
                         Firmware Upgrade Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40
                         Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
                         Modem Configuration Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43
                         Connection Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
                         Diagnostics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

           Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47




6
     1            Meter Shop — Power Up!

                  This chapter is an introduction to Meter Shop software. Browse this section to get
                  an idea of what Meter Shop and its software components can do for you. You will
                  find basic information to help you understand Meter Shop. If you want more
                  detailed information consult the following chapters or the online help.

                  In this Chapter
                         Meter Shop Version Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
                  NSystem        Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
                  NInstalling         Meter Shop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
                         Installation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
                  NCommunicating                 with your Meter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9
                  NMeter       Shop Software Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
                  NMeter       Shop Software Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
                         Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
                         ION Designer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
                         Management Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
                         Firmware Upgrade Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
                         Diagnostics Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12



Meter Shop Version Summary


                   Version Number                 Release Date              Description

                   1.0                            Dec 15, 1999              Contains 8500 V203 and V204 frameworks and node
                                                                            diagrams

                   2.0                            Mar 27, 2000              Contains 8400/8500 V205 frameworks and node dia-
                                                                            grams

                   2.1                            Feb 28, 2001              Contains 8300 V210 and 8400/8500 V206, 207 and
                                                                            209 frameworks and node diagrams. Also included is
                                                                            Auto Diagram Update that supports a new framework
                                                                            numbering scheme.

                   3.0                            May 15, 2001              Support for Advanced Security, Registry preset, Event log
                                                                            upload, ION 7000 meters are supported in Meter Shop
                                                                            ION Designer and Firmware Upgrade. Quick connection
                                                                            is supported for 84/8500 Ethernet capable meters.




                                                                                                                                                         7
System Requirements



System Requirements
                      The following list describes the minimum system requirements for a Meter Shop
                      workstation.

                      N   Pentium 133 MHz processor
                      N   1GB hard disk space
                      N   2GB hard drive
                      N   CD-ROM drive
                      N   64 MB RAM
                      N   TCP/IP must be installed (even if no network is present)
                      N   Internet Explorer 5.0, or later (English version is on the Meter Shop CD)
                      N   Windows NT (version 4.0, Service Pack 6a), Windows 98 (Second Edition), or
                          Windows 2000 (Service Pack 1)


                                NOTE: If you are a meter configuration specialist who is using ION Designer to create
                                frameworks you need at least PII (Pentium 200 MHz) processor and 128 MB RAM.




Installing Meter Shop
                      The installer places a folder on your desktop called "PML Meter Shop Version #".
                      The files that run all Meter Shop components are located in this folder. You can
                      access these files from the Windows Start Menu.


                                CAUTION: If you change the computer name of the server, you cannot start the MSDE
                                Server™. You must uninstall MSDE and reinstall Meter Shop.




                                NOTE: Your best resource for troubleshooting are the release notes on the
                                Meter Shop CD.




Installation Considerations
                      If you have previously installed Meter Shop you can upgrade your version, see
                      below. Once installation is complete, you must reboot your computer before run-
                      ning the latest version of Meter Shop.

                                NOTE: Meter Shop does not support display settings using Large Fonts. If you use this
                                setting Meter Shop Vista screens do not appear properly.




8                                                                                               Meter Shop User’s Guide
                                                                                                      Communicating with your Meter



                                    To install Meter Shop:
                                    1.   Insert the Meter Shop CD into your CD-ROM drive.

         NOTE                       2.   From the Windows Start menu, choose Run. You can also select the
You need to install Microsoft®
                                         appropriate drive letter in Windows Explorer.
Internet Explorer 5.0 (or later).
The English version is on the       3.   Specify the drive containing your Meter Shop CD-ROM, type setup.exe (for
Meter Shop CD.                           example, d:\Meter Shop Installer\setup.exe), and then click OK.

                                         The Meter Shop installation wizard guides you through the rest of the
                                         installation.

                                    4.   When prompted for your serial number, type the number printed on the
                                         CD-ROM case. Select the destination folder for Meter Shop.

                                    5. When the installation is complete, you are prompted to restart your machine.
                                       Once you have restarted, you can run Meter Shop.

                                    To upgrade Meter Shop from a previous version:
                                    If the existing version you have is 2.0 or later, run the installer (setup.exe) as if you
                                    are performing a new installation.

                                    The existing configuration (version 2.0 or 2.1) is renamed as config_bak and all
                                    new files are placed in the config directory. All security and TOU directories are
                                    copied from config_bak to the config directory.

                                    You must move any custom files you have created from the config_bak directory
                                    to the config directory.

                                              NOTE: You must uninstall earlier versions (prior to 2.0) of Meter Shop before performing
                                              a new installation. You need to save any custom changes before uninstalling and place
                                              the files into the ‘config’ directory of the new installation.




Communicating with your Meter
                                    In order to create, edit, or download a template, you must have an 8000 Series ION
                                    meter connected to your workstation with either a serial, modem or Ethernet
                                    connection. By default, Meter Shop software is configured to connect COM1 of
                                    your workstation to a meter COM port. Use the Management Console if you need
                                    to change this default configuration (See “Management Console” on page 41). The
                                    supported meter COM ports include:

                                    N    Ethernet
                                    N    COM1 RS-232 port
                                    N    optional COM2 modem port
                                    N    COM3 optical port
                                    N    COM2 or COM4 RS485 port
                                    The Meter Shop automatic baud rate detection feature lets you connect without
                                    making changes to your workstation or meter communication settings.



Vista                                                                                                                                    9
Meter Shop Software Security



Meter Shop Software Security
                                 Meter Shop software has basic security by default. When you launch Meter Shop
                                 you must provide a user name and password.

                                 This section describes the default user accounts provided with Meter Shop. The
                                 following sections describe how to implement Meter Shop software security.

        NOTE                     Meter Shop has default user accounts that are used to restrict access to system
Your meter also has security
                                 resources (Vista, ION Designer, Management Console and the Firmware Upgrade
features. Be sure to carefully   utility), and to determine the identity of the user for activities performed at the
read, “Standard Meter Secu-      workstations.
rity” on page 2–14 and
“Advanced Meter Security” on
                                 The following security levels are supported by Meter Shop:
page 2–15


                                      Security Level      Description

                                      View Only           Can only view diagrams or device and network configuration

                                      User, Controller,   Can view device, network configurations and diagrams and can perform con-
                                      Operator            trol operations

                                      Supervisor          Can edit user diagrams, change node configurations, modify network configu-
                                                          ration and administer security


                                 When Meter Shop is installed, three default user accounts are created. These
                                 account names are case sensitive:

                                 N    Administrator: Supervisor
                                 N    MeterTech: Controller
                                 N    MeterReader: User


                                               NOTE: Initially, each of these accounts uses the default password 0 (zero). You should set
                                               a new password for each of these accounts using the Management Console (see below).




                                 Setting up Meter Shop Software Security
                                 You set up Meter Shop software security using the Management Console software
                                 tool.

                                 Setting up Meter Shop software security:
                                 1. Launch the Management Console application located in the Meter Shop/Tools
                                    folder.

                                 2.    In the Tools main menu bar, select Security/
                                       Administer Software User Accounts.




10                                                                                                              Meter Shop User’s Guide
                                                                               Meter Shop Software Components



                    The Meter Shop software user setup screen appears.




               3.   Use the buttons to add or remove users or change the password for existing
                    users. Click Done when you are finished.



Meter Shop Software Components
               Meter Shop software provides a variety of specialized tools for managing your
               power monitoring network, analyzing real-time data, and creating custom
               functionality at the device level. The Meter Shop software suite consists of
               specialized programs: Vista, ION Designer, Management Console, Firmware
               Upgrade Utility, Diagnostics Viewer and Modem Configuration Utility. The
               following sections provide an overview of these core software components.

Vista
               Meter Shop Vista provides a user-friendly interface for common meter shop
               activities such as: meter template installation and comparison, configuring
               advanced meter security and making meter setting changes, such as CT and PT
               ratios, or changing your meter password. You can save these settings to the meter
               from your workstation.

ION Designer
               Meter Shop ION Designer is a software tool used in creating custom templates.
               With this advanced functionality, you can paste an existing template into your
               meter, modify it to meet updated requirements, and test the functionality of this
               new template. Once the template meets all of your requirements, save the template
               on your workstation, and install the template into meters using Meter Shop Vista.


                         NOTE: ION Designer, Management Console, Firmware Upgrade Utility and Diagnostics
                         Viewer are located in the Tools folder within the Meter Shop folder. ION Designer is an
                         advanced tool that requires knowledge of ION architecture.




Vista                                                                                                              11
Management Console



Management Console
                     The Management Console (MC) lets you modify the default network configuration
                     provided with Meter Shop. You may use the MC to administer Meter Shop
                     software security accounts. You also may need to use the MC to change COM port
                     settings on your meter if the COM port is not used for serial communications.

Firmware Upgrade Utility
                     The Meter Shop Firmware Upgrade Utility is used to upgrade the operating
                     software or firmware within your ION meter. For the latest firmware available go
                     to www.pml.com.

Diagnostics Viewer
                     The Diagnostics viewer lets you view the status and history of software and
                     hardware nodes on your network.




12                                                                              Meter Shop User’s Guide
2   Meter Shop Vista

    Meter Shop Vista is designed for the meter technician who needs to: download
    meter configuration templates, configure settings required for the installed
    location, and verify meter operation and calibration.

    In this Chapter

    N Vista   Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
        Standard Meter Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
        Advanced Meter Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
    N Starting    Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15
        Using Meter Shop Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
    N Templates       Main Menu Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
        Compare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
        Upload . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
        Download . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
        Set Meter Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
        Register Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
    N Meter    Setup Menu Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
        Basic Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
        Meter Tag Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
        Demand Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
        Clock Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
        LED Pulsing Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
        Loss Calculation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25
        Input/Output Expander . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
    N Verification       Menu Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
        Energy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
        Sliding Window Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
        Thermal Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
        Volts, Amps and Power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
        Qh/Q demand, Cumulative Demand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
        Meter Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28




                                                                                                                                   13
Vista Overview



Vista Overview
                   Meter Shop Vista presents the common tasks performed in a meter shop as a series
                   of screens. Use the Next button to move through each of the screens in the order
                   they are presented. Once you are familiar with the functions, you can use the main
                   menu buttons and function tabs to jump to what you want.

                   You can customize Meter Shop Vista screens. Consult the Vista online help for
                   instructions on creating custom screens. Contact Customer Service if you require
                   assistance.

Standard Meter Security
                   Both the Meter Shop software and the meter use password security to prevent
                   tampering. Depending on the function you are performing, Meter Shop may
                   require you to enter the Meter Shop password, the Front Panel password, or both.

                   Meter Shop Software Password
                   The Meter Shop user password is required when you first log on to most Meter
                   Shop applications. Meter Shop Vista requires this password and a meter password
                   to perform Master Reset and Peak Demand Reset.

                   Meter Password
                   The meter password is required when you first perform an action on the meter.
                   Unless you are configuring the meter from the front panel, the meter password is
                   only requested once per session. The meter password is required when you do any
                   of the following:

                   N   Master and Peak Demand Reset
                   N   Template functions (Compare, Upload, Download, and Set/Disable Meter
                       Password)
                   N   Meter Setup functions that involve changing registers on the meter


                             NOTE: If you enable Advanced Meter security and your logon gives you rights to perform
                             Master or Peak Demand resets, then you do not need to enter a meter password.




14                                                                                          Meter Shop User’s Guide
                                                                                            Advanced Meter Security



Advanced Meter Security
                   Advanced Meter security lets you configure multiple users with different access
                   rights to the meter. This security scheme restricts access to the meter through
                   communications and gives you the option of disallowing front panel
                   programming.

                   A single meter password remains for front panel programming since the meter’s
                   front panel display does not let you indicate different users. You can disable front
                   panel configuration so that you can only make changes using Advanced security
                   user names and passwords through software communications.

                   You can configure Advanced Meter security in the Templates main menu option
                   in Meter Shop Vista.


Starting Vista
                   You start Meter Shop Vista from Windows just as you would any other Windows-
                   based application.

                   To start Meter Shop Vista from Windows:
                   1.   Click Start.

                   2.   Point to Programs, Meter Shop and click Vista.

                        Meter Shop Vista prompts you to enter a Meter Shop user name and password.
                        You can log on with View Only mode for limited access.

                             NOTE: If Advanced security is enabled, you must provide a valid Advanced security user
                             name and password when you connect to the meter.




                   3.   Enter your Meter Shop user name and password and click OK. Your access
                        level determines what functions you can perform in Meter Shop.

                        The main screen is displayed.




Vista                                                                                                                 15
Using Meter Shop Vista



Using Meter Shop Vista
                                 The Meter Shop interface includes a main menu and a display area. The main
                                 menu identifies the topic that appears in the display areas. The display area is
                                 where you make any changes.


                                            Main Menu: Select
                                            the type of configura-
                                            tion you need to do




                                                                                                     Display Area: Perform
                                                                                                     functions in this window




                                            NOTE: The instructions you need to perform specific tasks are displayed on the screen



        C AUTION                 The main menu offers an Exit button and four topics:
Each time you return to the
Select Meter display the meter   N    Select Meter
is automatically disconnected
from communications.             N    Templates
                                 N    Meter Setup
                                 N    Verification

                                 When you first start Meter Shop, Select Meter is displayed.

                                 To specify your connection:
                                 1.   In the lower portion of the screen, click either Serial, Modem or Ethernet
                                      Connection.

                                 2.   Click the meter icon.

                                      If you are connecting serially the Templates display appears. If you are
                                      connecting through a modem you are first prompted for the phone number
                                      and modem type. If you are connecting through Ethernet, you are prompted




16                                                                                                         Meter Shop User’s Guide
                                                                                                Templates Main Menu Option



                                        for the meter’s IP address. Once you provide the correct information and the
                                        meter is connected, the Templates display appears.



Templates Main Menu Option
                                    A template is a file that contains the entire meter program or configuration. See
                                    “Template Design” on page 32, for information on templates and file types
         NOTE                       associated with them. This section describes the four Template functions:
Click the buttons at the top of
the display to access the differ-   N   Compare: contrasts the configuration of your meter with a configuration
ent screens.                            stored in a file
Click the buttons on the Main
Menu to navigate to the other       N   Upload: saves the meter configuration as an .snp file
menu displays.
                                    N   Download: copies the configuration (an .snp or .fwn file) to a meter
                                    N   Set Meter Security: lets you configure either a single password security
                                        scheme or a multi-user scheme where each user has a unique password and
                                        specified access rights.
                                    N   Register Edit: lets you edit energy registers. If you are replacing a meter or
                                        upgrading a meter you can record values before the meter was taken off line
                                        and enter them back into the new or upgraded meter.

Compare
                                    The Compare function is an efficient way to verify meter configuration. If the
                                    configuration on your meter differs from the configuration in the specified
                                    template file, Meter Shop produces a detailed comparison report. When you click
        NOTE                        Compare... a file-open window is displayed. Select the .fwn file you want to
The existing template name is       compare with the program on your meter.
displayed at the bottom of the
screen.                             You can create an HTML report to serve as a record of the configuration on your
                                    meter. When you click on Report... a summary of your meter’s program is created
                                    and saved as an .xml file that you can read in Internet Explorer version 5.0 or later.

Upload
                                    Use the Upload function to create a “snapshot” of your meter configuration,
                                    including all register values and log records. The snapshot file can be very large if
                                    the revenue log is full; it may take a long time to upload.

                                    If you have a meter with a template that has been modified from the factory default
                                    you can use Upload to save the configuration in a format that you can copy
                                    (Download) onto other meters.

                                    You can save the Revenue log and Event log information in comma separated
                                    value (CSV) format if necessary. The files are saved with a .csv extension in the
                                    following location:

                                    <install folder>\config\metershop\logs




Vista                                                                                                                   17
Download



Download
                     Use the Download function to transfer a saved template (or snapshot) to your
                     meter. This function is useful for reproducing a standard configuration on
                     multiple meters.

                              CAUTION: Downloading any framework file (.fwn or .snp) to a meter completely replaces
                              the existing meter configuration and any data is lost. Before downloading any (.fwn or
                              .snp) file be sure that it contains a complete configuration template and any meter data is
                              backed up.




Set Meter Security
                     By default your meter has a single password that you can use for programming
                     your meter through the front panel or through communications. The default
                     password is zero (0). It is recommended that you change the default password.




                              NOTE: If you are using PEGASYS monitoring, analysis and control software and enable
                              Advanced security, you need PEGASYS version 3.0 in order to read data.




18                                                                                              Meter Shop User’s Guide
                                                                              Set Meter Security



        Standard Meter security
        Click the Configure... button and enter the meter password to change the meter
        password or to disable the meter password on the front panel of the meter.




        Advanced Meter security
        You can configure a more enhanced security system with Advanced Meter
        security. This system allows multiple users with different rights to access your
        meter through communications.

        Click the Configure... button to configure and enable user names and passwords.




              Click this button first
              to configure a user




                                                           Click this button to
                                                           enable the new user/s




        With Advanced Meter security your meter password remains valid for front panel
        programming unless you disallow it in the Set Meter Security display. You may
        need to allow front panel programming so that a meter installer can configure
        certain settings in the field. Once the meter is installed you can disallow meter
        configuration through the front panel above.




Vista                                                                                        19
Register Edit



Register Edit
                If you are replacing a meter or performing a firmware upgrade on a meter you can
                note the energy values before the meter goes offline and re-enter them when the
                new meter is put online.

                Once the new meter is installed click Edit... to enter your noted values.




20                                                                           Meter Shop User’s Guide
                                                                         Meter Setup Menu Option



Meter Setup Menu Option
              Use the Meter Setup functions to configure the available device-specific setup
              parameters on your meter. This section describes the following Meter Setup
              functions:

              N   Basic Setup
              N   Meter Tag Setup
              N   Demand Setup
              N   Clock Setup
              N   LED Pulsing Setup
              N   Loss Calculations
              N   I/O Expander




Basic Setup
              Use Basic Setup to specify basic meter settings such as PT and CT ratios, COM port
              settings, and nominal voltage. You can also download a pre-configured Time Of
              Use (TOU) schedule.

              Time of Use (TOU) Program Management
              Tariff schedules, or Time of Use programs are easily created. Once you have
              created a tariff schedule you can manage these files using the TOU Program
              Manager.




Vista                                                                                          21
Basic Setup



              Creating a Time of Use Schedule:
              1.   Choose Options from the main menu and Edit TOU Programs...

              2.   Click Make a New TOU Program.

                   A New Program appears in the left window of the display. Click on this to
                   rename it.




              3.   Click Edit (Launch Program Editor).

              4.   Follow the instructions on screen and click Finish when you are done and
                   Close.

              Downloading a Time of Use Schedule:
              1.   In the Basic Setup display click the TOU Schedule button.

              2.   Select the TOU schedule you want and click OK.

              Advanced TOU Schedule Configuration
              The TOU program editor provides an advanced mode that lets you make
              configurations supported by the meter but that are not provided in the TOU Editor
              described above. The advanced TOU is useful in the following cases:

              N    When TOU seasons do not use a fixed start or end date that is the same in
                   every calendar year.
              N    Alternate days defined as a specific date and are not a particular day of the
                   week.




22                                                                           Meter Shop User’s Guide
                                                                                                   Basic Setup



        Accessing advanced TOU mode:
        1.   From the Options Menu in Vista select Edit TOU Programs... Select a TOU
             Program or create a new one and click Edit (Launch Program Editor).

        2.   Hold the Ctrl key and right-click the mouse in the text in the Seasons section
             of the Seasons and Rate Definitions screen.

             A dialog appears that lets you add a setup register override, or delete or
             modify an existing setup register override.




        3.   To add a new setup register override, click the Add... button. The following
             dialog appears:




        4.   Select a setup register from the drop-down list and type in the register value
             (available registers are: Seasons 1, 2, 3, and 4, and Alt 1, and 2 Days).

                  CAUTION: Be sure to follow the syntax rules described in the TOU module section of the
                  ION Reference. If the syntax is incorrect the meter will not accept the configuration. You
                  are warned of a syntax error when the schedule is downloaded to the meter in Meter
                  Shop Vista.


                 a. To delete an existing setup register override, select it in the list and click
                    Delete and OK.



Vista                                                                                                          23
Meter Tag Setup



                                          b. To modify a register select it in the list and click Modify. Make your
                                             changes and click OK.




                                4.   Click OK to return to the TOU Program Editor.

                                5. Click the Summary tab in the TOU Program Editor. This compiles the schedule
                                   to include the setup register overrides you just defined.

                                     The Device Setup Register Values section of the summary displays the register
                                     values that will be sent to the meter and include the configured values. The
                                     TOU Program Log Output section of the summary displays the log generated
                                     while the TOU schedule is compiled. Any setup register overrides that are
                                     defined appear as entries in this log file.

Meter Tag Setup
                                A meter tag is a type of electronic label that helps to identify a meter or provide
                                supplemental information. Use Meter Tag Setup to specify a tag for your meter.
                                The Meter Tag Setup window offers three boxes:
        NOTE
Meter Tag information is dis-   N    Owner Info: typically identifies the company or organization using the meter.
played on the front panel of
the meter when you enter ALT    N    Meter Tag 1: provide supplemental information such as physical location
mode.
                                     (room, building, area) of the meter or its primary function (main feed, etc.).
                                N    Meter Tag 2: same function as Meter Tag 1.

Demand Setup
                                Use Demand Setup to specify your meter settings for sliding window (rolling
                                block) demand, thermal demand, demand reset lockout timeout, and power up
                                delay.




24                                                                                              Meter Shop User’s Guide
                                                                                                             Clock Setup



Clock Setup
                    Use Clock Setup to set the meter time, specify time zone information and select a
                    time-synchronization source. The factory default for time-sync source is the COM3
                    (Optical port).

                              NOTE: Daylight Savings Time (DST) is used for the time zone you select in Meter Shop. If
                              the time zone you are in does not observe DST and you have deselected ‘Automatically
                              adjust clock for daylight savings’ for your computer clock your meter will display a one
                              hour time difference while DST is in effect.




LED Pulsing Setup
                    Use the LED Pulsing Setup function to configure the Watt and VAR LEDs located
                    on the front of the meter. You can specify:

                    N   how long each pulse lasts
                    N   how frequently the pulses occur
                    N   if the pulsers are on or off when the meter is in NORM mode.

                    Each pulser is represented by two configurable values:

                    N   Pulse Width: determines the length of each pulse (in seconds)
                    N   Watt-hours per Pulse: determines the number of watt-hours represented by
                        each pulse

                    Beside each set of pulser values is a pulse overload indicator. When you change a
                    pulser value, the pulse overload indicator appears as either a green light or a red
                    light. A green light indicates that the specified values are acceptable.

                    A red light means that the specified values cannot be represented by the pulsers —
                    the pulses are set to occur too fast for the hardware. Ensure that both pulse
                    overload indicators are green before proceeding.

Loss Calculation
                    In Loss Calculation you can compensate for billing points that are different from
                    the meter location. When compensation is enabled the meter calculates the
                    transformer and line losses based on a set of input parameters and add these losses
                    to the measured power or subtracts them depending on the input parameters.

                    The Loss Compensation framework applies loss calculations to the meter real-time
                    power, energy, and demand measurements. Two loss compensation methods are
                    available:

                    N   Transformer Test Sheet Method
                    N   Percent-Loss Constants Method




Vista                                                                                                                    25
Input/Output Expander



                                 The difference between these methods is the type of parameters required to
        NOTE                     perform the loss calculations. Since the base calculations for both methods are the
If you need details on how the   same, the meter always derives identical losses if both sets of parameters are set
loss calculations are made in    correctly. You may prefer one method over the other depending on existing
the template contact Customer    operating procedures and the availability of the required parameters.
Service.
                                 By default, loss compensation is disabled. If you enable loss compensation, the
                                 meter uses the Percent Loss Constants Method by default. Use Meter Shop
                                 software to enable different loss compensation calculations.

                                 Iron losses are referred to as no-load losses. Copper losses are referred to as load
                                 losses. Iron and copper loss calculations are enabled and disabled separately using
                                 Meter Shop.

Input/Output Expander
                                 The Input/Output (I/O) Expander is an external box that lets you make use of
                                 meter I/O capabilities. Using Meter Shop, you can set the following parameters for
                                 kWh del, kWh rec, kVARh del, kVARh rec, End-Of-Intvl:

                                 N   Pulse Rate (except End-Of-Intvl)
                                 N   Pulse Width
                                 N   Pulse Mode
                                 N   Hardware Port


Verification Menu Option
                                 Use the Verification functions to display real-time readings from your meter in
                                 either NORM mode or TEST mode. This section describes the Verification functions:

        NOTE                          N   Energy                                 N   Q hours, Cumulative Demand
Sliding     window    demand
updates based on demand               N   Sliding Window Demand                  N   Volts, Amps and Power
time settings. Use demand set-
tings to change the value if          N   Thermal Demand                         N   Meter Logs
necessary.


                                 Select Mode
                                 You can verify functions with the meter in either NORM or TEST mode. Make your
                                 selection and click Verify>>.


                                           CAUTION: If you select TEST mode, be sure to set it back to NORM mode before you exit
                                           Meter Shop.




26                                                                                                      Meter Shop User’s Guide
                                                                                                               Energy



Energy
                 After you have selected to verify a mode, the Energy values are displayed. The
                 Energy screen displays kWh, kVARh, and kVAh delivered and received.

                 Master Reset
                 A Master Reset button is located in the upper right corner. When you click the
                 Master Reset button all accumulated values and all derived revenue
                 measurements from the meter are reset to zero. The Master Reset button also resets
                 all of the device measurements and logs.

                          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.


                 The mode that the meter is in (NORM mode or TEST mode) defines the values that
                 are reset.



                        Meter Mode        Effects of Master Reset

                        NORM              Energy and Demand parameters are set to zero
                                          Peak Demand parameters are set to zero
                                          Long-term Minimum and Maximum parameters are set to zero
                                          All Power Quality disturbance counters are set to zero
                                          All Time of Use Parameters are set to zero
                                          Event Log is cleared
                                          All Data Recorders are cleared
                                          All Waveform Recorders are cleared

                        TEST   mode       All TEST mode Energy and Demand measurements are set to zero




Sliding Window Demand
                 The next verification screen is Sliding Window Demand. This screen displays
                 sliding window demand delivered and received, and peak (maximum) sliding
                 window demand delivered and received.

                 In addition to the Master Reset button described previously, this screen offers a
                 Peak Demand Reset button. The Peak Demand Reset button resets the peak
                 demand values logged in the meter.

                 When the meter is in TEST mode, the Peak Demand Reset button resets the test
                 demand parameters.

                 In TEST mode, this screen includes a Demand Settings button. Clicking this button
                 displays a box where you can change the sub-interval length and the number of
                 sub-intervals.




Vista                                                                                                                  27
Thermal Demand



Thermal Demand
                  The Thermal Demand screen displays thermal demand delivered and received,
                  and peak (maximum) thermal demand delivered and received.

                  Similar to sliding window demand, the Thermal Demand screen offers the Master
                  Reset button and the Peak Demand Reset button.

                           NOTE: Performing a Master Reset or Peak Demand Reset requires a Meter Shop pass-
                           word and meter password.



                  In TEST mode, this screen includes a Demand Settings button. Clicking this button
                  displays a box where you can change the interval length and the time-constant.

Volts, Amps and Power
                  The Volts, Amps, and Power screen displays a variety of real-time values. You can
                  print these values or save them to file.

Qh/Q demand, Cumulative Demand
                  The Q hours parameter is an alternative method for calculating reactive power
                  (and energy). You also see the Cumulative demand value which is a running total
                  of kW delivered peak demand. This is not calculated by the meter in TEST mode.

Meter Logs
                  When you click Revenue log Upload..., the Revenue Log screen displays the
                  contents of the Revenue Log in a separate window. You cannot use Vista until this
                  window is closed.

                  When you click Event log Upload..., the Event Log screen displays the contents of
                  the Event Log in a separate window. You cannot use Vista until this window is
                  closed.




28                                                                                     Meter Shop User’s Guide
3   Meter Shop ION Designer

    This chapter describes Meter Shop ION Designer. It describes how you can use
    ION Designer to create or change the operation of your meter.

    In this Chapter

    N ION   Designer Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
    N Password     Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
       Meter Shop Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
       Meter Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
    N Template     Design . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
       Working with Custom Templates (Framework Files) . . . . . . . . . . . . . . . . . . .33
       Custom Frameworks and Node Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33
       Changing Existing Module Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34
    N Keyboard      Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .38




                                                                                                                               29
ION Designer Overview



ION Designer Overview
                        Meter Shop ION Designer is a software application for the meter configuration
                        specialist who is tasked with programming custom meter functionality, or making
                        significant alterations to the factory-configured functions. If you are not already
                        familiar with the ION architecture — the operating software inside the meter —
                        read the introductory chapter in the ION Reference before attempting to configure
                        your meter with ION Designer.


Password Security
                        Both the Meter Shop software and the 8000 Series ION meter use password
                        security to prevent tampering. Depending on the function you are performing,
                        Meter Shop may require you to enter the Meter Shop password or the meter password.

Meter Shop Password
                        The Meter Shop password is required when you first log on to any Meter Shop
                        application. You need to use a Meter Shop account with Supervisor access to
                        change any meter settings or configuration.

Meter Password
                        The Meter password is required when you first perform an action on the meter. If
                        you have Advanced security enabled on the meter you are prompted for a
                        password when you connect to the meter. Unless you are configuring the meter
                        from the front panel, the meter password is requested once per session. The meter
                        password is required for any of the following actions:

                        N    configuring setup or output registers
                        N    changing a label
                        N    creating or deleting a link
                        N    creating or deleting a module

                        You can start Meter Shop ION Designer from Windows just as you would any
                        other Windows-based application.

                        To start Meter Shop ION Designer from Windows:
                        1.   Click Start and point to Programs.

                        2.   In the Meter Shop folder, point to Tools, and then click ION Designer.

                        3.   Click File/Open and select the meter you want to connect to.

                        Meter Shop ION Designer requires all users to log on. If you have a user name and
                        password, you can log on at one of three levels of access (as determined by your
                        system administrator). If you do not have a user name and password, you can log
                        on with View Only mode for limited access.




30                                                                                   Meter Shop User’s Guide
                                                                           Meter Password



        Using Meter Shop ION Designer
        ION Designer is where you create custom functionality for your meter. Meter
        Shop ION Designer software lets you change the settings for existing node
        functions, or drag new modules onto the screen and create new functionality.

        ION Designer software provides a graphical view of the internal operation of your
        meter. The different types of meter functions are grouped together on the
        ION Designer screen so you can quickly access the types of settings you want to
        change.

        ION modules are displayed as boxes with inputs on the left and output registers
        on the right. Module linkages are shown as lines between the output registers on
        one module and inputs on other modules. The graphic below shows how
        ION Designer displays many of the elements of an ION node diagram:




        The following sections describe how your meter program is organized in
        ION Designer and provides steps on how to make custom changes to your meter.




Vista                                                                                  31
Template Design



Template Design
                  ION meters are programmed using Integrated Object Network (ION) architecture.
                  This architecture uses linked modules to create a template or meter program.
                  Templates define the functionality of the meter and the module architecture allows
                  complete flexibility, scalability with the option to add many features.
                  The following ION terms are useful to know:

                  Term                       Definition

                  Node                       An ION device on the network. May be a hardware (8000 Series ION
                                             meter) or a software (Meter Shop Vista) node.

                  Module                     A functional building block that receives data through inputs and pro-
                                             vides processed data through an output register.

                  Framework Node (FWN)       FWN files contain the module, module links and setup register informa-
                  File                       tion. These files perform specific function(s).

                  Template                   A Template, or meter program is a file that contains the entire meter con-
                                             figuration. Your meter has a default template that you customize using
                                             Meter Shop software.

                  Snapshot (SNP) file        When you use the Upload operation in Meter Shop VISTA a .snp file is
                                             created. This file contains real-time values and event log information that
                                             is in the meter. They are larger than template files since they include mod-
                                             ule register values.

                  Configuration (CFG) file   This is an ION Designer graphical configuration file that is specific to a
                                             node. A default .cfg file is created based on the existing template on your
                                             meter. If you copy customized templates to other meters you may want to
                                             copy the associated .cfg files into the MeterShop/Config/Diagrams/ND
                                             directory prior to starting ION Designer.




32                                                                                           Meter Shop User’s Guide
                                                                Working with Custom Templates (Framework Files)



Working with Custom Templates (Framework Files)
                   When working with custom templates it is important to understand where the
                   template files are stored and the template file naming convention.

                   Template File Locations
                   When you save a framework in ION Designer (using Edit/Copy to Framework),
                   the default location for storing the framework (.fwn) file is:

                        <install folder>\config\fmwk\nd\

                   Although you can choose an alternate folder, most users save framework files to
                   this location while working on them. When you choose to download a template to
                   a meter from within Meter Shop Vista, the default location shown in the Open File
                   dialog box is:

                        <install folder>\config\metershop\templates\

                   The two folder system separates frameworks that are "under construction" (being
                   worked on by the meter configuration specialist) from the completed templates
                   that the meter Technician downloads to the meter. This is done to help you avoid
                   downloading incomplete or untested templates to in-service meters.

                             CAUTION: If you are responsible for creating meter configuration templates, please be
                             aware of the two-folder system. You can end up with two files that have the same name
                             but different contents.


                   When you are creating new frameworks, store them in the default folder suggested
                   by ION Designer. Once complete, move them to the
                   <install folder>\config\metershop\templates\ to download them.

Custom Frameworks and Node Diagrams
                   The steps below describe how to configure a new meter by downloading the
                   custom template file. When you open the meter in ION Designer the correct
                   custom node diagram is displayed.

                   The following procedure lets you create custom frameworks and diagrams that
                   you can download to multiple meters.

                   To create a custom framework:
                   1.   Open your meter in ION Designer and make your desired configuration
                        changes.

                   2.   Decide on a name to use for the framework file, for example
                        ‘My_Custom_Template.’

                   3. Change the template string register in the Factory Module to exactly match this
                      filename.

                   4.   From the Edit menu use the Copy to framework command to save the new
                        configuration to a template file. Use the filename you chose in Step 2.



Vista                                                                                                                33
Changing Existing Module Configuration



                                   When you create a custom framework as described above there is a file in
                                   config\diagrams\nd called <Metershop node name[meter serial number]>.cfg.
                                   The serial number corresponds with the meter used to create the custom
                                   configuration. This file is the node diagram for the custom meter configuration.
                                   Proceed with the steps below.

                                   To create a Node Diagram Template:
                                   1.    Create a directory called My_Custom_Template in system\diagrams\nd.

                                   2.    Copy the .cfg file to this directory.

                                   3.    Rename this file to My_Custom_Template.cfg and make the file Read-only.


                                               NOTE: It is important that the name used for the node diagram file exactly matches the
                                               template string.




Changing Existing Module Configuration
                                   ION meters are shipped with comprehensive configurations. In most cases, you
                                   only need to change the settings in a module setup register to achieve the
                                   functionality you want.

                                   To change settings in a module setup register:
                                   1. Run ION Designer and log on with your Meter Shop user name and password

                                   2.    Choose File, Open… and choose the ION meter you want to edit from the
                                         Select Node dialog box. Enter the meter password.

                                         Once the ION meter diagram is loaded (if one exists), grouping windows and
                                         modules are displayed on the screen.

                                   3.    Right-click near the center of a module to view its setup registers.

                                   4.    Highlight the Setup register you want to configure, and click Modify.

                                         The Modify Register dialog box appears — this is where you make the change
                                         to the register setting.

                                   5. Once you have changed the setting, click OK to return to the Modify Register
                                      dialog box, then click OK to return to the node diagram.

                                         As there are different types of data held in setup registers, there are different
                                         Modify Register dialog boxes. The Modify Register dialog box may require that
                                         you choose an option from a list or enter a numeric value. Complete details of
                                         each ION module Setup register are provided in “ION Module Descriptions”.

                                   6. Choose Send & Save from the File menu to download the changes to the meter.




34                                                                                                            Meter Shop User’s Guide
                                                                                         Changing Existing Module Configuration



                                  Creating the Module
                                  Only certain numbers of each module type can be added to the device node. If you
                                  try to drag a module from the toolbox when all available modules of that type are
                                  already in use, ION Designer informs you that the module cannot be created.

                                  The ION Designer toolbox displays icons for all of the modules available in the
                                  node you have open. If the toolbox is not displayed, from the Options menu
                                  choose Show Toolbox:




        NOTE
As you drag the mouse over
the icons in the toolbox, the
status bar at the bottom of the
ION Designer window displays
the module name.




                                  To create an ION module in the node:
                                  1.   On the ION Modules toolbox, left-click the icon of the module you want to
                                       create.

                                  2.   Drag the module onto the node diagram.

                                       As you drag the icon, the cursor changes shape to indicate you are placing an
                                       object.

                                  3.   Release the mouse button to place the module in the diagram.

                                       When you release the mouse button, ION Designer places a pending module
                                       icon into the diagram (pending modules appear with a dashed outline).

                                  4. Once you have configured the node as appropriate, choose Send & Save from
                                     the File menu to download the configuration to the node.

                                       Once the module has been saved in the node, the dashed outline is replaced
                                       with a solid outline, indicating that your changes have been saved.



                                            NOTE: Refer to the ION Reference Guide for detailed module setup information.




Vista                                                                                                                       35
Changing Existing Module Configuration



                                   Deleting a Module

                                              NOTE: Use caution when deleting modules. Any modules that depend on the output of
                                              the module you are deleting are affected.



                                   When you delete a module, ION Designer informs you that it has other modules
                                   depending on its output. You are informed that there are one or more local
                                   dependents and that dependent modules are not deleted. The links and shortcuts
                                   to dependent modules are deleted. If a module has a dependent module on
                                   another node, ION Designer does NOT alert you of the dependency when you
                                   delete it.

                                   Before you delete a module, ensure that you are aware of all links to modules on
                                   other nodes. If you are not sure if a module has dependants on other nodes, check
                                   with the person who programmed them to ensure you do not disrupt the operation
                                   of any modules on that node.

                                   Once you have determined that you can safely remove an ION module without
                                   disrupting other functions, select the module and press Delete.

                                   Linking a Module
                                   You can link modules that reside on different nodes, providing you are linking
                                   between software nodes, or from a meter to a software node. You cannot link
                                   modules between meters.

                                   To link modules on the same node:
                                   1.    Click on the symbol on the right side of the module icon, to list a module
                                         output registers.

                                         To list the module setup registers, hold the CTRL key while clicking on the
                                         symbol.
        NOTE
If there are a large number of           To list the setup register values, hold CTRL+Shift while clicking the            symbol.
inputs a dialog box appears
instead of the listing pop-up
menu.                                    To list the maximum register values, hold Shift while clicking the              symbol.
                                         Refer to “Keyboard Shortcuts” on page 38.

                                   2.    Click on the register you want to select. In the case of the dialog box, double-
                                         click on an output register, or choose the register and click Select.

                                   3.    Drag the cursor towards the module you want to link to; the cursor changes
                                         and a dotted line follows it across the node diagram. This indicates you are in
                                         the process of creating a link. The dotted line also shows where the connecting
                                         line appears in the node diagram once the link is made.

                                         If you link to a module that is in a different window than the original module
                                         (either in a different node diagram or grouping window), the dotted line
                                         disappears, but the cursor indicates that a link is in progress.




36                                                                                                        Meter Shop User’s Guide
                                                                                             Changing Existing Module Configuration



                                     4. Click on the      symbol on the left side of the module icon to display the module
                                        inputs.

                                          A pop-up menu appears listing the module inputs. Incompatible registers are
                                          grayed out to indicate that you cannot select them.

                                          If the input is already linked, the label of the register it is linked to is displayed
                                          beside the input. If you select the input, the existing link is overwritten.

                                     5.   Choose the input you want from the pop-up or dialog box.

                                          If the two modules are in the same window, the dotted line remains on the
                                          screen to show the link between the modules. When you save this change to the
                                          node, the line changes from a dotted line to a thin black line to indicate that the
                                          link is now programmed on the node.

                                                NOTE: The Linking Module procedure described above can also be performed in reverse.
                                                That is, you can select a module input first and link it to a module output register.



                                     Deleting Module Links
                                     To view and delete module input links:
                                     1.   Right-click on the      symbol on the left side of the module icon.

                                          Each input and the label of the output register it is linked to are displayed in
                                          the list box.

                                     2.   To delete one or more of these links, click on the input and click Unlink.

                                          The output register label is replaced with dashed lines.

                                     3.   When you have unlinked all the modules you want, click OK.

                                     4.   When you choose Send & Save, the module inputs are unlinked on the node.

                                     Deleting links from the output registers provides you with more information than
         NOTE                        deleting links from the inputs. The output register label and the label of the module
If an output register is linked to
                                     and input it is connected to are displayed.
an input on a different soft-
ware node, the output register       To view and delete links from a module output register:
owner dialog box is not dis-
played.                              1.   Right-click on a module output symbol to view the list of output registers
                                          and the owners (modules and inputs that are connected to the output registers).

                                     2.   Unlink lets you delete any selected links.

                                          If you select an owner and click Unlink, the link is deleted the next time you
                                          choose Send & Save.




Vista                                                                                                                               37
Keyboard Shortcuts



Keyboard Shortcuts
                     ION Designer is a powerful tool for creating functionality in your ION meters and
                     organizing ION node diagrams. Only basic, common operations are described in
                     this manual. Refer to the ION Designer Online Help for more details.

                     ION Designer provides several accelerator key functions designed to help you
                     program your ION meters. Various useful functions use different combinations of
                     the Shift and Ctrl keys when you click on modules. The following table
                     summarizes the functions you can perform on modules:

                      Action                                Result

                      left-click on input                   list of inputs appears – you can select an input and link it to
                                                            another module output register

                      Shift + left-click on input           list of inputs appears with the current input values displayed in
                                                            square brackets

                      right-click on input                  Delete Link dialog appears – you can break links from this dia-
                                                            log

                      Shift + right-click on input          Delete Link dialog appears – inputs and current input values are
                                                            displayed in square brackets

                      left-click on output                  list of output registers appears

                      Shift + left-click on output          list of output registers appears – the current register value is dis-
                                                            played in square brackets

                      Ctrl + left-click on output           list of setup registers appears – these setup registers can be
                                                            linked to inputs on other modules

                      Shift + Ctrl + left-click on output   list of setup registers appears – the current register settings are
                                                            displayed in square brackets

                      right-click on output                 list of output register owners appears – you can break links from
                                                            this dialog

                      Ctrl + right-click on output          list of setup register owners appears – you can break links from
                                                            this dialog




38                                                                                                   Meter Shop User’s Guide
4   Meter Shop Tools

    This chapter describes Tools available with Meter Shop software.

    In this Chapter

    N Tools   Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
    N Firmware      Upgrade Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
    N Management          Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
    N Modem      Configuration Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
    N Connection       Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
    N Diagnostics       Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46




                                                                                                                               39
Tools Overview



Tools Overview
                 Meter Shop software includes a variety of Tools that you can use to upgrade the
                 firmware of your devices, modify your device network, and configure your
                 workstation modem to connect to a remote meter.

                 N   Firmware Upgrade Utility is used to upgrade the operating software or
                     firmware within your ION device to the latest version.
                 N   Management Console presents a graphical view of your device network,
                     allowing you to easily add, remove, or configure sites, services and meters.
                 N   Modem Configuration Utility lets you configure your modems and your
                     computer serial connections.
                 N   Connection Manager is a command line program that manages modem con-
                     nections, and gives you control over connection time, timeout and retry set-
                     tings.
                 N   Diagnostics Viewer lets you check the status and history of software and
                     hardware nodes on your network.

                           CAUTION: Disconnecting from a meter causes all Meter Shop applications (to that meter)
                           to loose the connection.




Firmware Upgrade Utility
                 Use the Firmware Upgrade Utility to upgrade the firmware on a single device at a
                 time.

                 Preparing the Meter for Upgrade
                 Unless you have a hardware-lockable meter, no changes are required to the device
                 to use the Firmware Upgrade Utility.

                 The hardware-lockable meter must be in TEST mode prior to performing a
                 firmware upgrade; this requires you to remove the meter outer cover. See the
                 8000 Series ION Meter User’s Guide for details on putting the hardware lockable
                 meter into TEST mode.

                           NOTE: Since TEST Mode Timeout is set to 30 minutes, baud rates of 2400 bps or less are
                           not recommended. Be sure that you connect at a faster baud rate or adjust your TEST
                           mode timeout. You change the TEST mode time out using the Setup menu on the front
                           panel of the meter.


                 To start the Firmware Upgrade Utility:



                           CAUTION: Be sure to close Vista or ION Designer before performing a firmware upgrade.




40                                                                                        Meter Shop User’s Guide
                                                                                          Management Console



            1.   Click Start and point to Programs.

            2.   In the Meter Shop folder, point to Tools, and then click Firmware Upgrade
                 Utility.

            3.   Type your user name and password, and click OK. You need to use a Meter
                 Shop account with Supervisor access to upgrade meter firmware.

            4. The Firmware Upgrade dialog box provides areas for you to specify the device
               and the desired firmware revision and monitor each stage of the upgrade
               process.

            To upgrade your meter:
            1.   Select the appropriate ION meter in the List Devices of Type box. The
                 Firmware Upgrade Utility searches your system and lists all the supported
                 meters.

            2. Select the device you want to upgrade from the Select Devices to Upgrade list.

            3. In the Select Revision area, click Select File to browse your system and specify
               the revision file that you want to use (for example, 8500V209.upg). You are
               prompted for a phone number or IP address for the meter you want to
               upgrade.

            4. Check the Restore framework checkbox if you want to retain the configuration
               that is currently on your meter. If this is unchecked there will be no
               frameworks installed onto the meter. Only leave this unchecked if you have
               custom frameworks to paste onto the meter. Click OK.

                 The selected file and revision number is displayed below the Select File button.
                 This file is downloaded to the meter that is highlighted in the Select Devices to
                 Upgrade list.


                       NOTE: If connection to the meter is lost during an upgrade restart the Firmware Upgrade
                       Utility procedure.




Management Console
                       NOTE: You need to use a Meter Shop account with Supervisor access to make changes in
                       the Management Console.




            If you are using PEGASYS software, network configuration is updated in
            Management Console each time a site or node is added, deleted or reconfigured.
            You can add each of the network components to the network tree to build your
            system. You may need to use the Management Console to change the default COM
            port setting if it is not being used for serial communications or if you need to
            change the modem type.



Vista                                                                                                            41
Management Console




                               CAUTION: Only authorized people should use Management Console since changes to
                               the network configuration file can result in an unstable or unusable Meter Shop network.


                     The left pane in Management Console displays buttons that correspond to the
                     types of nodes you can have on a network.

                     When you click on a node button in the left window panel a list of nodes is
                     displayed in the right window panel. You can select any of these and double-click
                     to access configurable properties or right-click and select Properties.




                     Changing the COM port:
                     1.   Click the Sites button in the System Setup sidebar.

                     2.   Select the device that you want to change the COM port setting and double-
                          click. (You can also right-click on the device and select Properties.)

                     3. Change the Serial Port entry or click the drop down menu and select the COM
                        port you want to use.

                     Changing the Modem type:
                     1.   Click the Dialout Modems button in the System Setup sidebar.

                     2. Select the device that you want to change the modem type setting and double-
                        click. (You can also right-click on the device and select Properties.)

                     3.   Change the Modem Type entry or click the drop down menu and select the
                          modem type you want to use.




42                                                                                            Meter Shop User’s Guide
                                                                                    Modem Configuration Utility



Modem Configuration Utility
              Communication between a workstation running Meter Shop and a remote
              installation of power meter is made possible through the use of modems. The
              Modem Configuration Utility lets you configure your modems through the
              computer serial port. The utility provides direct access to your modem, allowing
              you to customize settings and troubleshoot operation.

              The Modem Configuration Utility uses a database that contains configuration data
              for a variety of modems. The utility lets you select from any of the supported
              modems.

              Getting Started
              Before you perform modem configuration operations, ensure the following steps
              have been taken:

              N    You have installed the required Meter Shop components (including the
                   Modem Configuration Utility).
              N    You have the modem you wish to configure either connected to your work sta-
                   tion serial port (external modems) or properly installed inside your computer
                   (internal modems).
              N    If your modem is not supported be sure you have your modem user manual
                   available.

              Using the Modem Configuration Utility
              The Modem Configuration Utility can be used to perform all required modem
              configuration functions.


                         NOTE: Supported modem types are no longer listed in modem.ini or user.ini files. You
                         must use an SQL statement in the Management Console to add a modem type that is
                         not supported by default.




              To activate the Modem Configuration Utility:
              1.   Exit all Meter Shop applications (Vista, ION Designer). Double-click the
                   Modem Configuration Utility icon located in the Meter Shop Tools folder.

                   The utility main window is a communications terminal that lets you command
                   your modem directly. Commands typed in the terminal window are sent to the
                   modem one character at a time. Responses from the modem are displayed
                   when they are received.

                   The Modem Configuration Utility window appears:




Vista                                                                                                           43
Modem Configuration Utility




                              The following describes your options.

                              Serial Port Settings
                              N   Port — select the workstation COM port that you have connected the modem
                                  to so you can configure the modem settings.
                              N   Baud Rate — select the COM port baud rate.

                              Modem Settings
                              N   Type — select your modem type from the list (the list includes all supported
                                  modem types).
                              N   Local — if your modem is installed at a Meter Shop workstation location select
                                  Local.
                              N   Remote — if your modem will be installed at a remote location, select Remote.
                                  The Baud Rate, Number of Rings, Auto Answer and Store Profile fields
                                  become active for configuration.


                                        NOTE: The settings you choose for a remote modem cannot be changed once the
                                        modem is installed at the remote location. You need to bring the modem back to a
                                        workstation and use the Modem Configuration Utility to change the settings.


                              N   (Remote modem) Baud Rate — select the remote modem baud rate.


                                        NOTE: Set the remote modem baud rate to 9600 (for most applications) even if your
                                        modem is capable of higher speeds. This ensures stable communication between Meter
                                        Shop and the remote site.


                              N   Auto Answer settings let you specify how many times the phone line should
                                  ring before the modem answers. Deselecting the Auto Answer checkbox disa-
                                  bles the Auto Answer feature.




44                                                                                                   Meter Shop User’s Guide
                                                                                                                   Connection Manager



                                    N    Store Profile checkbox, when selected, saves the modem configuration data
                                         you enter in the modem onboard memory. If you choose Store Profile, the set-
                                         tings you enter in the Modem Data dialogue are retained by the modem and
                                         the modem reverts to these settings after being cycled off and on. This box
                                         should always be checked.
                                    N    Speaker On checkbox lets you activate the modem internal speaker, and set
                                         the volume to Low, Medium or High.


Connection Manager
                                    Meter Shop includes a program called Connection Manager (conman.exe). The
                                    Connection Manager is a command line program that manages serial modem
                                    connections, and gives you control over connection time, timeout and retry
                                    settings.

                                    The Connection Manager is used when a modem connection is initiated or
                                    disconnected. Once a connection is initiated, the Connection Manager operates as
                                    mediator between the remote site and other Communications Server components.
                                    When a remote site is connected, any pending communications are executed
                                    automatically with no additional input required from the user.

                                    To access the Connection Manager:
                                    1.   In MS-DOS mode, navigate to
                                         <drive>:\Meter Shop Install Folder\System\bin.

                                    2.   The syntax for the Connection Manager is as follows:

                                         conman [-h] [-c|-d|-a|-r|] [-pn|-tn] site-name

                                           -h            provides syntax help


         NOTE                              -c            performs a connection only

If -c or -d is not specified, the
                                           -d            performs a disconnection only
modem connects, waits 600
seconds and then disconnects.
                                           -a            add a reference count

                                           -r            remove a reference count

                                           -tn           timeout for connect/disconnect in seconds

                                           -pn           pause mode; connect, wait n seconds, disconnect

                                           site-name     This must be specified. This is the site to connect or disconnect


                                    The following command line shows the use of the Connection Manager:
                                    <drive>:\Meter Shop Install Folder\System\bin> conman –p60 ENGINEERING.SiteOne
                                    The above command instructs the Connection Manager to connect to SiteOne on
                                    station ENGINEERING, wait 60 seconds, and disconnect.




Vista                                                                                                                             45
Diagnostics Viewer



Diagnostics Viewer
                     You can view the status and history of nodes (software and hardware) in your
                     network using the diagnostics viewer. This is useful in troubleshooting
                     connections if you are using PEGASYS software to connect multiple meters. See
                     the online help or PEGASYS documentation for more information on the
                     Diagnostics Viewer.




46                                                                            Meter Shop User’s Guide
        I   Index

            A                                        K
            Administrator 10                         Keyboard Shortcuts 38
            Administrator security level 10
            Auto Answer 44                           L
            B                                        LED Pulsing Setup 25
                                                     link modules on the same node 36
            Basic Setup                              Linking a Module 36
                Vista 21                             Loss Calculation 25

            C                                        M
            Changing Existing Module Configuration   Master Reset 27
            34                                       Meter Logs 28
            Clock Setup 25                           Meter Password 14, 30
            Comma Separated Value (CSV) 17           Meter Shop Password 14, 30
            Communicating with your Meter 9          Meter Tag Setup 24
            Compare 17                               MeterReader 10
            Configuration (CFG) file 32              MeterReader security level 10
            conman.exe syntax 45                     MeterTech 10
            Connection Manager 45                    MeterTech security level 10
            Copying and Pasting Frameworks 38        Modem Configuration Utility 43
            create an ION module in the node 35      Modem Connection Manager 45
            Creating the Module 35                   Module 32
            Cumulative demand 28                     module output register 37
            custom framework 33                      module setup register 34

            D                                        N
            Deleting a Module 36                     Node 32
            Deleting Module Links 37                 Node Diagram Template 34
            Demand Setup 24
            Diagnostics Viewer 46                    P
            Download 18
            download a Time of Use Schedule 22       Password Security 30
                                                     Percent-Loss Constants Method 25
            E                                        Pulse Width 25

            Energy 27                                Q
            F                                        Q hours 28

            Firmware Upgrade Utility 40              S
            FrameWork Node (FWN) File 32
                                                     Security levels 10
            I                                        Security system 10
                                                     Select Mode 26
            Input/Output Expander 26                 Setting Meter Password 18
                                                     setup.exe 8
                                                     Show Toolbox 35
                                                     Sliding Window Demand 27




INDEX                                                                                   47
     Snapshot (SNP) file 32
     Speaker On 45
     Standard Meter 14
     Store Profile 45

     T
     Template 32
     Template Design 32
     Template File Location 33
     Templates (Framework Files) 33
     Thermal Demand 28
     Time of Use (TOU) Program 21
     To install Meter Shop 8
     Transformer Test Sheet Method 25

     U
     upgrade your meter 41
     Upload 17
     Using Meter Shop ION Designer 31

     V
     Verification Menu Option 26
     view and delete module input links 37
     Volts, Amps and Power 28

     W
     Watt-hours per Pulse 25




48                                           INDEX
_a
  Revision Date: May 10, 2001

				
DOCUMENT INFO