Savant HST-DIRECTORLITE-00 Deployment Guide

Type
Deployment Guide
Copyright © 2023 Savant Systems Inc. 45 Perseverance Way, Hyannis, MA 02601
Savantpower.com | 508.683.2500
Savant Power System Deployment Guide - Power & Light App
This document guides the installer through the complete process of deploying and configuring a Savant Power System using the Savant Power & Light app,
including:
Director and Power System wiring
Pairing Power Modules using On-Device Onboarding or the Power & Light App
If Applicable Steps:
Discovery of the Director
Uploading and Downloading the Configuration from the Savant Power Director
Integrating a Microgrid, Battery, or Generator
Creating Energy Scenes
Customer Perspective - Savant App Initial Log-in
Document Number: 009-2139-01
Document Date: March 2023
Document Supports daVinci 10.2 and Higher
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
009-2139-01 | 032823 - 2 -
Table of Contents
To access links to the topics within this document, click the corresponding entry in the table below.
Important Safety Information .................................................................................... 3
1. Before You Begin ............................................................................................................4
2. Introduction ......................................................................................................................5
2.1. Choose a Method ...................................................................................................5
2.2. Power Source & Energy Scene Configuration (Optional) ......................5
3. Director Setup .................................................................................................................7
3.1. Power Source Communication Wiring (If Applicable) ............................8
4. OPTION 1: Device Onboarding ..................................................................................9
4.1. Configure Channel & Slot Number .................................................................. 9
4.2. Pair Power Modules ............................................................................................10
5. App Setup ........................................................................................................................ 11
5.1. Create Home........................................................................................................... 11
5.2. Add Photo .............................................................................................................. 12
5.3. Discover Devices .................................................................................................. 13
5.4. Dashboard .............................................................................................................. 14
5.5. Wireless Setup (If Applicable) ........................................................................ 15
6. OPTION 2: App Onboarding .................................................................................... 16
6.1. Add Breaker Panel............................................................................................... 16
6.2. Add & Pair Templates ......................................................................................... 18
6.3. Name Circuits .......................................................................................................20
6.4. Configure Power Module Template .............................................................. 21
7. Test Circuits ................................................................................................................... 22
8. Energy Monitoring ...................................................................................................... 23
9. Power System Configuration (OPTIONAL) ....................................................... 24
8.1. Add Power Source ............................................................................................. 24
8.2. Dedicated Circuits & Panel Backup ............................................................. 25
8.3. Create Energy Scenes ....................................................................................... 26
8.4. Edit Critical Circuits ............................................................................................27
10. Config ............................................................................................................................... 28
9.1. Upload Config ...................................................................................................... 28
9.2. Get Config ............................................................................................................. 29
11. Savant App Integration ............................................................................................. 30
12. Confirm System Functionality ................................................................................ 29
Appendix A: Software & Firmware Updates.................................................................30
Appendix B: Savant Power Module Information ......................................................... 33
Appendix C: Inverter Settings ............................................................................................ 35
Appendix D: Breaker Panel Settings ................................................................................ 41
Appendix E: Breaker Panel Information ......................................................................... 42
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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Important Safety Information - Read First
Before installing, configuring, or operating any equipment, Savant recommends
that each dealer, integrator, installer, etc. access and read all relevant technical
documentation. Savant Power technical documentation can be located
by visiting Savantpower.com. Vendor documentation is supplied with the
equipment.
Read and understand all safety instructions, cautions, and warnings in this
document and the labels on the equipment.
Safety Statements
All safety instructions below must be read, understood, and carefully followed
under all applicable circumstances when working with any Savant equipment.
1. Follow all input power ratings marked on product near power input!
2. If fuse replacement is required, replacement fuse should match fuse
rating marked on the product.
3. Do not use equipment near water.
4. Clean only with dry cloth.
5. Do not block any ventilation openings or install near any heat sources
such as heat registers, stoves, radiators, amplifiers, etc.
6. Refer all servicing to qualified service personnel. Servicing is required
when any part of the apparatus has been damaged in any way, or fails to
operate normally for any reason.
7. Use only attachments/accessories specified by the manufacturer,
following all relevant safety precautions for any such attachments/
accessories.
8. For applicable equipment, use the included power cord with the
grounding prong intact to insure proper grounding of the device.
9. If the provided plug does not fit the desired outlet, contact a licensed
electrician to replace the obsolete outlet.
10. Protect any power cord from being walked on, pinched, strained, or
otherwise potentially damaged, especially at the outlet or device
connections.
11. Disconnect any outlet powered apparatus from its Power Source during
lightning storms or when unused for long periods of time.
12. To completely disconnect equipment from AC mains power,
disconnect the power supply cord plug from the AC receptacle on the
device.
13. For any hardwired or fixed in-wall apparatus, carefully follow all wiring
diagrams and instructions. All electrical wiring and servicing should be
performed by a properly licensed electrician.
Safety Classifications In this Document
NOTE:Provides special information for installing,
configuring, and operating the equipment.
IMPORTANT!
Provides special information that is critical to
installing, configuring, and operating the equipment.
CAUTION!
Provides special information for avoiding situations
that may cause damage to equipment.
WARNING!
Provides special information for avoiding situations
that may cause physical danger to the installer, end
user, etc.
Electric Shock Prevention
ELECTRIC
SHOCK!
The source power poses an electric shock hazard
that has the potential to cause serious injury to
installers and end users.
ELECTRICAL
DISCONNECT:
The source power outlet and power supply input
power sockets should be easily accessible to
disconnect power in the event of an electrical hazard
or malfunction.
Weight Injury Prevention
WEIGHT INJURY!
Installing some of the Savant equipment requires two
installers to ensure safe handling during installation.
Failure to use two installers may result in injury.
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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1. Before You Begin
Before completing the steps listed in this document, it is important to understand its place within the Savant Power ecosystem. This document covers all
Power & Light app aspects of the Configuration phase of installing a Savant Power System. This document assumes the reader has read all documentation
associated with the equipment to be installed, and all documentation listed below before continuing:
Savant Documentation
This document assumes the installer has read and completed the applicable steps within the following Savant documentation. Complete only the
documentation applicable to the equipment installed:
Power
009-2264 Savant Power System Design Guide
009-2265 Savant Power System Design Worksheet
009-2222-01 Savant Power System Deployment Guide - Sol-Ark & HomeGrid
009-2227 Savant Power System Deployment Guide - Schneider
Third Party Documentation
The following are third party installation manuals relevant to the type of inverter to be installed.
Manufacturer Manual
Sol-Ark Sol-Ark 15k Manual
Sol-Ark 12k Manual
Tesla Tesla PowerWall 2
Sonnen Operation and user manual sonnen eco Gen 3.1
SolarEdge SolarEdge System Installation Guide
Products
The following items are required for deploying a Savant Power System using the Savant Power & Light app:
Savant Power Director (HST-DIRECTOR) ..................................................................................................................................................................................
iOS or Android Device .......................................................................................................................................................................................................................
Savant Power Modules (GPM-QP2R20120-21, GPM-QP1R30240-21, GPM-CP1R60240-21) ....................................................................................
OPTIONAL:
CAT5 or Higher Ethernet Cable .....................................................................................................................................................................................................
Uninterruptible Power Supply (UPS) ...........................................................................................................................................................................................
SmartEnergy Monitor (SEM-2015) ................................................................................................................................................................................................
Panel Bridge Controller (PBC-1000) ............................................................................................................................................................................................
Savant Smart Controller (SSC-02485) ........................................................................................................................................................................................
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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2. Introduction
This document describes the process of using the Savant Power & Light App to deploy and configure a Savant Power System. This process is divided into
two types of Onboarding. Once either process is complete, the Savant Power & Light app can optionally be used for further configuration.
2.1. Choose Method
Savant Power System configuration using the Savant Power & Light App can be completed in two dierent ways.
Device Onboarding uses the Pair button on each Power Module to configure how the circuits it monitors will appear within the Savant App and pair
all Power Modules to the Director. Afterwards, the Savant Power & Light app can optionally be used to test circuits and configure a Power Source if
applicable.
App Onboarding is the process of using the Savant Power & Light app to pair Power Modules to the Director. Then additional settings including Power
Sources, Energy Scenes, and Dedicated Circuits are configured within the app.
Choose one:
OPTION 1: Device Onboarding
1. Install Director .................................................................................................................................................................................................................
See Director Setup
2. Complete Device Onboarding ...................................................................................................................................................................................
See Device Onboarding
IMPORTANT!: No further configuration is required unless configuring other devices, Energy Scenes, or Power Sources. Skip to Savant App
Integration.
3. (OPTIONAL) Savant Power & Light App Setup .................................................................................................................................................
See App Setup
4. (OPTIONAL) Update Software & Firmware .........................................................................................................................................................
See Appendix A: Software & Firmware Update
OPTION 2: App Onboarding
1. Install Director .................................................................................................................................................................................................................
See Director Setup
2. Complete App Setup ....................................................................................................................................................................................................
See App Setup
3. Update Software & Firmware ....................................................................................................................................................................................
See Appendix A: Software & Firmware Update
4. Complete App Onboarding ........................................................................................................................................................................................
See OPTION 2: App Onboarding
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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2.2. Power Source & Energy Scene Configuration (OPTIONAL)
Once either OPTION 1: Device Onboarding or OPTION 2: App Onboarding are completed, complete the Power & Light App deployment process
according to the type of equipment installed.
NOTE: These steps can be completed without physical access to the equipment as long as all previous steps have been completed and the Director
has access to the network.
1. Get Configuration from Director .............................................................................................................................................................................
See Get Config
IMPORTANT NOTE: Get Config is only required when configuring a Savant Power System deployed using OPTION 1: Device Onboarding.
2. Test Functionality ...........................................................................................................................................................................................................
See Test Circuits
3. Configure Energy Monitor...........................................................................................................................................................................................
See Energy Monitoring (If Applicable)
4. Add Power Sources .......................................................................................................................................................................................................
See Add Power Source (If Applicable)
5. Configure Dedicated Circuits.....................................................................................................................................................................................
See Configure Dedicated Circuits (If Applicable)
6. Create Energy Scenes ..................................................................................................................................................................................................
See Create Energy Scenes
7. Upload Configuration to Director ............................................................................................................................................................................
See Upload Config
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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3. Director Setup
The Director must be mounted, powered on, and have a connection to
the Local Area Network or used as a hotspot before continuing Savant
Power & Light App deployment.
Overview
For an overview on the specifications and ports of the Director, see the
applicable Quick Reference Guide.
Installation
1. Mount the Director in a location chosen during the design phase.
2. Screw in the wifi and bluetooth antennas to the 3 side panel ports as
shown.
3. (Optional) Connect the Director to a UPS.
4. Connect the Director to the local area network using a CAT5 or
higher ethernet cord from the ethernet port to the main switch.
IMPORTANT!: For wireless networks, Complete App
Onboarding, following section 5.4 Wireless Setup (If Applicable).
Director Hotspot
IMPORTANT: Only complete this section if an existing wired or
wireless network is not available.
The Director must have an internet connection. For locations without an
existing local area network, the Director can be placed into Local Mode
and used as a hotspot.
1. Press and hold the Local Mode button on the Director for 3 seconds
until the status LED is solid amber.
2. On the mobile device, navigate to Wireless Networks.
3. Connect to the wireless network titled SavantAP<DirectorUID>
Example: SavantAP001aae469f9e0000
4. Enter the wireless network password.
NOTES:
The wireless network password is 12345678
The Director UID is located on the front of the device.
The Hotspot will timeout after 30 minutes. Press and hold
Local Mode again to re-enable it.
Ethernet
Bluetooth to
Power Modules
Wi-Fi
Local Area Network
Power Status WiFi Status
Reset Pair Local Mode
RS485
PoE
GPIO 5VDC
Power Status WiFi Status
Reset Pair Local Mode
RS485
PoE
GPIO 5VDC
2
3
4
1
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3.1. Power Source Communication Wiring (If Applicable)
Follow the applicable diagram below to establish communication between the Director and a Power Source.
Savant Director
Power Status WiFi Status
Reset Pair Local Mode
RS485
PoE
GPIO 5VDC
Inverter
Main Network
Network Switch
Ethernet Port
CAT5 or Higher
WIRE DETAILS:
LEGEND
IMPORTANT NOTES:
Ethernet port location will vary between inverter types.
For Sol-Ark inverters, the inverter communications wiring
must already be configured per the Savant Power System
Deployment Guide - Sol-Ark & HomeGrid.
For Schneider Inverters, the inverter communications wiring
must already be configured per the Savant Power System
Deployment Guide - Schneider & Fortress.
A microgrid power source and Savant Director must be on the
same subnet to be able to communicate.
Inverter Generator
Auxiliary Contact
Generator
ATS
Power Status WiFi Status
Reset Pair Local Mode
RS485
PoE
GPIO
5VDC
1PD
Savant Director
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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4. OPTION 1: Device Onboarding
Once wired and installed as according to the Savant Power System Deployment Guide, apply power to all breaker panels containing Power Modules.
The LCD screen for all Power Modules will light up. Once all Power Modules are powered on fully, their Module Data must be configured. Skip this step if
configuring Power Modules using App Onboarding.
4.1. Configure Channel & Slot Number
Module Data consists of three parts:
Slot The starting slot a Power Module occupies within the breaker panel.
Circuit Name Name of each circuit controlled by its respective Power Module Channel.
Room Name The name of the room the circuit provides power to as it is represented in the Savant App.
Room and Circuit names are configured on a per-channel basis. A Channel Circuit is the relay within Power Module that controls the circuit it is wired
to. Dual relay Power Modules have Channel A Circuit and Channel B Circuit, while single relay modules have only Channel A Circuit. The image below
shows the process of configuring the Channel Room Name, Channel Circuit Name, and Power Module Slot Numbers of a dual relay Power Module:
CHOOSE
CHANNEL B
CIRCUIT NAME
SELECT POWER
MODULE SLOT
GROUP
SELECT
CHANNEL B
CIRCUIT ROOM



SELECT POWER
MODULE SLOT
NUMBER
CHANNEL B IS
CONFIGURED
INPUT OUTPUT
OUTPUT
B
A
B
A
INPUT
CIRCUIT POWER
ON
AUTO
PAIR
A B
20A DUAL RELAY
TAP PAIR TO
BEGIN
ON-DEVICE
SETUP.
1 SELECT
CHANNEL A
CIRCUIT ROOM

2CHANNEL A
CIRCUIT IS
CONFIGURED
3
CHOOSE
CHANNEL A
CIRCUIT NAME
4
56789
NOTE: Channel name and room can be configured afterwards within the Power & Light App. Complete App Setup and see Channel Circuit Name &
Group.
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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4.2. Pair Power Modules
Once a Power Module have been configured, it is ready to be paired to the Director. Pairing allows the Director to communicate with the Power
Modules. Savant recommends pairing all Power Modules to the Director at once. To complete the pairing process, follow the steps below:
IMPORTANT!: To avoid controlled circuits powering o once
paired, place the Channel Circuit Power Switch into the ON
position.
1. For each Power Module, press the PAIR button for 3 seconds,
then release the button.
2. Confirm that Power Module displays the Gear icon on the top
left of the LCD screen.
3. On the front of the Director, press the PAIR button.
4. While the Director is in Pairing Mode the Status LED will blink
red and green. Pairing Mode may last up to 5 minutes. For
more information on PAIR button functions, see Appendix B:
Power Module Information.
5. Pairing is complete when the status LED of the Director
is solid green and all paired Power Modules display the
Bluetooth icon.
IMPORTANT NOTE!: If the Director cannot access the
network during pairing, the status LED will blink green. Further
configuration cannot be completed until the director has
access to the network.
No further configuration is required. However, before continuing to
any section for further configuration using the Power & Light App,
complete App Setup.
Power Status WiFi Status
Reset Pair Local Mode
RS485
PoE
GPIO 5VDC
3
4
INPUT OUTPUT
OUTPUT
B
A
B
A
INPUT
CIRCUIT POWER
ON
AUTO
PAIR
A B
20A DUAL RELAY
1
2
INPUT OUTPUT
OUTPUT
B
A
B
A
INPUT
CIRCUIT POWER
ON
AUTO
PAIR
A B
20A DUAL RELAY
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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5. App Setup
App Onboarding is the process of configuring Power Modules using the Power & Light App The Savant Power & Light app must be installed on an iOS or
Android device on the same network as the Savant Power Director. Using the App Store, search for Savant Power & Light and tap install. When the app is
downloaded, launch the app. Then complete the steps below:
5.1. Create Home
A Home is a representation of the Savant Power System in the Power & Light App.
SIGN UP FOR A NEW
ACCOUNT OR USE AN
EXISTING ACCOUNT AND
ENTER ACCOUNT
CREDENTIALS.
TAP ADD NEW HOME ENTER HOME NAME AND
TAP NEXT
TAP CREATE HOME 4123
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5.2. Add Photo
A photo represents the Home within the Power & Light App. The Power & Light app will automatically prompt the user to use or create a photo.
TAP NEXT SELECT AN IMAGE FROM
THE AVAILABLE PHOTOS
AND TAP NEXT
USE THE FOUR CORNERS
OF THE SELECTED IMAGE
TO CROP PHOTOS THEN
TAP CHOOSE
TAP THE PLUS SIGN, THEN
SELECT TAKE A PHOTO TO
TAKE A NEW PHOTO OR
USE EXISTING PHOTO TO
SELECT A PHOTO FROM
THE PHONE GALLERY
OR
123
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5.3. Discover Devices
The Director is the main Device the Savant Power & Light app communicates with. Device Discovery is the process of using the Savant Power & Light
app to discover the Director and other devices to be added to config. This step is required each time the Savant Power System is accessed using the
Savant Power & Light app.
TAP ON THE HOME SELECT ENERGY AND TAP
NEXT
TAP CONFIGURE FROM
SCRATCH
THE POWER & LIGHT APP
AUTOMATICALLY SCANS
FOR ALL DEVICES.
1234
NOTE: After this process the user may be prompted for a software update. For more information, see Appendix A: Software & Firmware Updates.
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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AMenu
Tap to open the Menu screen, which contains
the following options:
General
Profile Settings
About
Wireless Setup
Update Software & Firmware
Home
Change Home Name & Photo
Rooms & Circuits
Configure Home & Energy Devices
Log Out
B
Breaker Panels Tap to view Breaker Panels.
CPanels Quantity of Breaker Panels configured.
DPower Modules Quantity of Power Modules configured.
ETest Circuits Tap to view the Test Circuits screen and
manually control all Power Module circuits.
FPower Sources Tap to view and configure a Power Source.
GPower Source Type Type of Power Source configured.
HEnergy Monitoring Tap to view and configure Current Monitors
and Contactors.
I
Current Monitors Quantity of detected Current Monitors over
configured Current Monitors.
JEnergy
Management Tap to view Energy Scenes.
KEnergy Scenes Quantity of Energy Scenes configured.
B
C
D
E
A
F
G
H
I
K
J
5.4. Dashboard
The main screen of the Savant Power & Light app is the Dashboard. The Dashboard appears after all devices have been discovered, or when the
Savant Home is selected after initial deployment. It contains a list of all tiles available within the app and any configured settings within that tile.
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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5.5. Wireless Setup (If Applicable)
For new homes requiring the Director communicate using the wireless network, make sure the iOS or Android device is on the same network the
Director will be connected to and has the Savant Power & Light app installed. The Power & Light App will automatically query the network for all
Savant devices. Follow the steps below to provision the Director to a wireless network..
TAP THE MENU ICON TAP PROVISION DEVICES
TO WI-FI
ENTER WIFI NETWORK
PASSWORD AND TAP NEXT.
A POP UP WILL APPEAR
INDICATING SUCCESSFUL
PROVISIONING
TAP CREATE HOME
1234
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6. OPTION 2: App Onboarding
App Onboarding is the process of pairing and configuring Power Modules using the Savant Power & Light app. Skip this section if On Device Onboarding
has been completed.
6.1. Add Breaker Panel
Panels with Power Modules are represented as Breaker Panels within the Config. Breaker Panels contain the slot and channel number for all
monitored circuits in the Power & Light app. This section describes the process of creating a Breaker Panel. These steps are identical for any type of
distribution panel, the only dierence is the information entered.
TIP: All of settings configured after step 4 are referenced in Appendix D: Breaker Panel Settings and can be changed at any time by swiping left
on an existing breaker panel and tapping the pencil icon.
TAP BREAKER PANELS CHOOSE BLANK PANEL
AND TAP NEXT
SELECT PANEL
HIERARCHY AND TAP
NEXT
CHOOSE SPLIT OR
THREE PHASE AND TAP
NEXT
1234
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CHOOSE MAIN BREAKER
FEED AMPERAGE AND
TAP NEXT
CHOOSE NUMBER OF
SLOTS AND COLUMNS
AND TAP NEXT
CHOOSE SAVANT APP
LOCATION AND PANEL
TYPE AND TAP NEXT
NAME THE BREAKER
PANEL AND TAP NEXT
1234
NOTE: These settings can be configured later by swiping left on the breaker panel within the Breaker Panel menu and tapping the pencil icon.
Savant Power System Deployment Guide - Power & Light App Copyright 2023 Savant Systems, Inc
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6.2. Add & Pair Templates
Breakers and Power Modules are represented as Templates, which are virtual representations of the physical devices in the Power & Light app. From
the Breaker Panel view, either breaker or Power Module templates can be added. In the example, below a Power Module is added. Adding a breaker is
a similar process, except a breaker template type is selected, and pairing is not required.
NOTE: For more information on the Slots menu, see Appendix E: Breaker Panel Information.
Add Template
TAP BREAKER PANEL TAP THE ADDED BREAKER
PANEL
SELECT THE TEMPLATE
AND TAP NEXT
TAP THE EMPTY SLOT THE
BREAKER PANEL, POWER
MODULE, OR BLANK
OCCUPIES
1234
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Pair Power Module Template
Pairing is when the user associates the a Power Module within the physical breaker panel to its Template in the Power & Light app. Repeat these
steps for all Power Modules.
(OPTIONAL) TAP IDENTIFY. THE POWER MODULE
RELAY WILL CYCLE ON
AND OFF. TAP STOP
IDENTIFY
THE POWER MODULE WILL
DISPLAY IN THE SLOTS
MENU ONCE PAIRED
SELECT THE POWER
MODULE IN THE MATCHING
SLOT AND TAP PAIR
1234
IMPORTANT NOTE: If a Power Module does not populate, hold the pair button down for three seconds to place the module into Association
Mode. Then repeat this process.
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6.3. Name Channel Circuits
Channel Circuits can be configured to display according to the circuit the Power Module is controlling. Follow the steps below to name a Channel
Circuit, group with other Channel Circuits, and assign it as dedicated if applicable. All Channel Circuit names and groups will be displayed in the
Savant app as they are named and grouped in the Power & Light app. Follow the steps below for basic Channel Circuit configuration.
Channel Circuit Name
TAP ASSIGN CIRCUIT SELECT CIRCUIT ROOM OR
TAP ADD NEW TO CREATE
A CUSTOM ROOM
THE CIRCUIT WILL APPEAR
NAMED IN THE SLOTS
MENU
SELECT CIRCUIT NAME OR
TAP ADD NEW TO ENTER A
CUSTOM NAME
1234
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Savant HST-DIRECTORLITE-00 Deployment Guide

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