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Kamstrup PcBase III
Installation and operations manual
Kamstrup PcBase III
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Kamstrup A/S • 5512-615_GB_I1_07.2015_LHN
Disclaimer
All information provided in this document is copyright of Kamstrup. Licence is granted to the user to freely use and
distribute the information in complete and unaltered form, provided that the purpose is to use or evaluate Kamstrup
products. Distribution rights do not include public posting or mirroring on Internet websites. Only a link to the Kamstrup
website can be provided on such public websites.
Kamstrup shall in no event be liable to any party for direct, indirect, special, general, incidental, or consequential damages
arising from the use of this information or any derivative works thereof. The information is provided on an as-is basis, and
thus comes with absolutely no warranty, either express or implied. No right or licence is granted under any intellectual
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not limited to, implied warranties of merchantability, fitness for any particular purpose, and non-infringement.
Information in this document is subject to change without notice and should not be construed as a commitment by
Kamstrup. While the information contained herein is believed to be accurate, Kamstrup assumes no responsibility for any
errors and/or omissions that may appear in this document.
Copyright Information
Copyright ® Kamstrup A/S
Industrivej 28
Stilling
DK-8660 Skanderborg, Denmark
All Rights Reserved
The graphics and content in this document are the copyrighted work of Kamstrup and contain proprietary trademarks and
trade names of Kamstrup.
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Industrivej 28, Stilling • 8660 Skanderborg • Denmark • Tel: +45 89 93 10 00 • Fax: +45 89 93 10 01 • info@kamstrup.com • www.kamstrup.com
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Contents
1 .......................................................................................................................... 9About this manual
............................................................................................................................. 10
1.1 Topic overview
............................................................................................................................. 11
1.2 Typographical conventions
2 .......................................................................................................................... 12Introduction
............................................................................................................................. 12
2.1 Database
................................................................................................................................... 13
2.1.1 Starting up PcBase III
3 .......................................................................................................................... 15Setting up PcBase III
............................................................................................................................. 16
3.1 General
............................................................................................................................. 19
3.2 Formats
................................................................................................................................... 20
3.2.1 Creating a new format
................................................................................................................................... 22
3.2.2 Editing default or user-defined format
................................................................................................................................... 23
3.2.3 Deleting format
................................................................................................................................... 23
3.2.4 Formatting data from external inputs
............................................................................................................................. 24
3.3 Export
................................................................................................................................... 26
3.3.1 Creating a new export format
................................................................................................................................... 29
3.3.2 Editing a default or user-defined export format
................................................................................................................................... 29
3.3.3 Deleting an export format
................................................................................................................................... 30
3.3.4 Importing export formats from PcBase II
............................................................................................................................. 31
3.4 Files
............................................................................................................................. 31
3.5 Default values for creation of new customers
............................................................................................................................. 32
3.6 Logger
................................................................................................................................... 33
3.6.1 Creating a new logger job
................................................................................................................................... 36
3.6.2 Editing a logger job
................................................................................................................................... 36
3.6.3 Deleting a logger job
............................................................................................................................. 36
3.7 Consumption
............................................................................................................................. 37
3.8 Data clean-up
............................................................................................................................. 41
3.9 Mobile app
................................................................................................................................... 42
3.9.1 PcBase server is not running
................................................................................................................................... 43
3.9.2 Prevent data exchange between mobile app and PcBase III
4 .......................................................................................................................... 45Meters
............................................................................................................................. 45
4.1 Creating a new meter/customer
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................................................................................................................................... 49
4.1.1 Importing KEM files
............................................................................................................................. 51
4.2 Editing a meter/customer
............................................................................................................................. 51
4.3 Deleting a meter/customer
............................................................................................................................. 52
4.4 Sorting meters/customers
............................................................................................................................. 52
4.5 Finding meters/customers
............................................................................................................................. 53
4.6 Finding auto-created meters
............................................................................................................................. 53
4.7 Consumption
............................................................................................................................. 55
4.8 Print
............................................................................................................................. 55
4.9 Groups
............................................................................................................................. 56
4.10 Read
............................................................................................................................. 56
4.11 Logger
5 .......................................................................................................................... 59Export
............................................................................................................................. 59
5.1 Readings
............................................................................................................................. 65
5.2 Logger
............................................................................................................................. 69
5.3 Automatic Export Manager
................................................................................................................................... 71
5.3.1 Exporting readings automatically
................................................................................................................................... 73
5.3.2 Exporting logger data automatically
................................................................................................................................... 75
5.3.3 Schedule Manager
6 .......................................................................................................................... 82Tools
............................................................................................................................. 82
6.1 Clean up readings
............................................................................................................................. 84
6.2 Readings with info code
............................................................................................................................. 85
6.3 Readings with remarks
............................................................................................................................. 85
6.4 Unregistered meters
............................................................................................................................. 87
6.5 Meter list
............................................................................................................................. 87
6.6 Job list
............................................................................................................................. 87
6.7 Job status
............................................................................................................................. 88
6.8 Devices
............................................................................................................................. 90
6.9 Radio Link Network
............................................................................................................................. 90
6.10 Performance verification
................................................................................................................................... 91
6.10.1 Settings for reading performance
................................................................................................................................... 93
6.10.2 Missing meter readings
................................................................................................................................... 94
6.10.3 Comparing periods
............................................................................................................................. 94
6.11 Dashboard
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................................................................................................................................... 97
6.11.1 Widgets
........................................................................................................................ 97
6.11.1.1 Latest info codes
........................................................................................................................ 98
6.11.1.2 Worst cooling last 30 days
........................................................................................................................ 99
6.11.1.3 Best cooling last 30 days
........................................................................................................................ 100
6.11.1.4 Installed meter types
........................................................................................................................ 101
6.11.1.5 Last added repeaters
........................................................................................................................ 102
6.11.1.6 Last added meters
........................................................................................................................ 102
6.11.1.7 Radio Link installation statistics
........................................................................................................................ 103
6.11.1.8 Highest energy change
........................................................................................................................ 104
6.11.1.9 Highest flow change
........................................................................................................................ 105
6.11.1.10 Highest T2 change
........................................................................................................................ 106
6.11.1.11 Lowest T2 change
........................................................................................................................ 107
6.11.1.12 Highest T1 change
........................................................................................................................ 108
6.11.1.13 Lowest T1 change
................................................................................................................................... 109
6.11.2 Reports
........................................................................................................................ 112
6.11.2.1 Report settings
........................................................................................................................ 113
6.11.2.2 Info codes report
........................................................................................................................ 114
6.11.2.3 Hour counter report
........................................................................................................................ 115
6.11.2.4 Temperature report
........................................................................................................................ 118
6.11.2.5 Water temperature report
........................................................................................................................ 119
6.11.2.6 Ambient temperature report
............................................................................................................................. 121
6.12 Schedule Manager
7 .......................................................................................................................... 122Groups
............................................................................................................................. 122
7.1 Creating groups
............................................................................................................................. 123
7.2 Editing groups
............................................................................................................................. 123
7.3 Deleting groups
............................................................................................................................. 123
7.4 Grouping meters
............................................................................................................................. 127
7.5 Generating route for hand-held terminal
8 .......................................................................................................................... 137Meter reading
............................................................................................................................. 137
8.1 Reading of heat and cooling meters
............................................................................................................................. 138
8.2 Reading of water meters
............................................................................................................................. 138
8.3 Electricity meter reading
............................................................................................................................. 138
8.4 Reading of RF M-Bus Converter
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9 .......................................................................................................................... 140Job list
............................................................................................................................. 140
9.1 Scheduling meter reading job
............................................................................................................................. 142
9.2 Scheduling logger reading job
................................................................................................................................... 149
9.2.1 Registering meters
................................................................................................................................... 150
9.2.2 While scheduling a logger reading job
............................................................................................................................. 151
9.3 Job status
................................................................................................................................... 151
9.3.1 Refresh
................................................................................................................................... 152
9.3.2 Missing meters
................................................................................................................................... 157
9.3.3 Fallback reading of missing meters (with MT Pro)
................................................................................................................................... 161
9.3.4 Number of job instances to display
10 .......................................................................................................................... 162Quick Config
............................................................................................................................. 163
10.1 Configuration of meters in the PcBase III database
............................................................................................................................. 164
10.2 Create meters
............................................................................................................................. 165
10.3 Delete meters
............................................................................................................................. 165
10.4 Filter meters
............................................................................................................................. 166
10.5 Split addresses
11 .......................................................................................................................... 168Installing the program
............................................................................................................................. 168
11.1 System requirements for PcBase III
............................................................................................................................. 170
11.2 About the software
............................................................................................................................. 171
11.3 Installation
............................................................................................................................. 178
11.4 Trial version of PcBase III
............................................................................................................................. 179
11.5 Starting PcBase III for the first time
............................................................................................................................. 182
11.6 Setting up the database
............................................................................................................................. 188
11.7 Activating license
............................................................................................................................. 189
11.8 Registration during the trial period
............................................................................................................................. 194
11.9 Registration after the trial period
............................................................................................................................. 197
11.10 Registering add-on modules
12 .......................................................................................................................... 199Different editions of PcBase III
............................................................................................................................. 199
12.1 Single-user environment
............................................................................................................................. 200
12.2 Multi-user environment
............................................................................................................................. 201
12.3 PcBase Server Controller
................................................................................................................................... 202
12.3.1 Status
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................................................................................................................................... 203
12.3.2 Database
................................................................................................................................... 206
12.3.3 UtiliDriver Radio Link
................................................................................................................................... 207
12.3.4 PcNet
................................................................................................................................... 208
12.3.5 Language
13 .......................................................................................................................... 210Database backup and restoration
............................................................................................................................. 211
13.1 Backing up the database
............................................................................................................................. 214
13.2 Restoring the database
14 .......................................................................................................................... 218Appendix A: Migration of data
15 .......................................................................................................................... 224Appendix B: Metering points extension
16 .......................................................................................................................... 229Appendix C: Errors during activation of license
17 .......................................................................................................................... 233Appendix D: Errors during setup of database
18 .......................................................................................................................... 240Appendix E: Reading jobs
............................................................................................................................. 240
18.1 Meter reading jobs
............................................................................................................................. 252
18.2 Logger reading jobs
19 .......................................................................................................................... 253Appendix F: Radio Link network
............................................................................................................................. 254
19.1 Overview of Radio Link Network
............................................................................................................................. 255
19.2 Meters in Radio Link Network
............................................................................................................................. 258
19.3 Repeaters in Radio Link Network
............................................................................................................................. 260
19.4 Concentrators in Radio Link Network
............................................................................................................................. 262
19.5 Missing meters in Radio Link Network
............................................................................................................................. 262
19.6 Conventional data for Radio Link Network
............................................................................................................................. 263
19.7 Editing and deleting Radio Link devices
............................................................................................................................. 265
19.8 Communication with Radio Link concentrator
20 .......................................................................................................................... 266Appendix G: Meter reading via READy App
............................................................................................................................. 266
20.1 Transferring latest customer info to mobile app
............................................................................................................................. 267
20.2 Collecting reading data from a group of meters
............................................................................................................................. 270
20.3 Collecting reading data from a single meter
............................................................................................................................. 274
20.4 Collecting logged data from a single meter
............................................................................................................................. 278
20.5 Transferring reading data from mobile app to PcBase III
21 .......................................................................................................................... 279Additional information
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............................................................................................................................. 279
21.1 Accessing the PcBase III online help
............................................................................................................................. 279
21.2 Contacting Kamstrup support
............................................................................................................................. 280
21.3 PcBase III news update
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1 About this manual
_______________________________________________________________
This manual is applicable to Kamstrup PcBase III, program No. 5098-550, version V1.
This manual provides you with
Description of various features of Kamstrup PcBase III software (in the following referred to
as PcBase III) as well as their operation
Installation instructions for the PcBase III software.
In this manual,
user refers to the person at the utility using the PcBase III program
customer refers to the person who has meters installed to measure energy consumption.
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1.1 Topic overview
This online help is divided into the following main topics:
Topic
Description
Introduction
Provides an overview of the PcBase III software.
Setting up PcBase III
Provides instructions for doing program-related settings.
Meters
Contains descriptions of the functions in the Meters menu.
Export
Contains descriptions of the various criteria that you can set up
to select which meter readings to export either to the screen or to
a file.
Tools
Contains descriptions of the functions in the Tools menu.
Groups
Contains descriptions of the functions in the Groups menu.
Meter reading
Contains description of different types of reading jobs.
Job list
Provides instructions on how to execute a meter reading/how to
create a job.
Quick Config
Contains descriptions of the functions in the Quick Config menu.
Installing the program
Provides instructions for installing and configuring the PcBase III
software.
Different editions of PcBase III
Contains description of different system types of PcBase III.
Database backup and
restoration
Provides instructions for backing up and restoring database.
Appendix A: Migration of data
Provides instructions for migration from PcBase II to PcBase III.
Appendix B: Metering points
extension
Provides instructions on how to extend the number of metering
points.
Appendix C: Errors during
activation of license
Provides explanation of errors that may occur during activation of
license.
Appendix D: Errors during
setup of database
Provides explanation of errors related to database setup.
Appendix E: Reading jobs
List of reading jobs.
Appendix F: Radio Link network
Provides information about the Radio Link network.
Appendix G: Meter reading via
READy App
Provides instructions on how to read meters via READy App.
Additional information
Describes where to find additional information.
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1.2 Typographical conventions
The following typographical conventions are used in this online help:
Typography
Description
Bold
Text that appears in the user interface is
written in bold style.
An between text, e.g. File menu Print,
means that you should first select File menu
and then select Print.
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2 Introduction
_______________________________________________________________
PcBase III is the central database program for the administration of consumer and meter reading
data.
In PcBase III it is possible to show and calculate e.g. consumption data and periodic consumption.
Meter reading data can be exported from PcBase III to billing programs or to spreadsheet
programs for further data processing.
PcBase III is used together with the following communication programs:
Kamstrup III
Kamstrup PcTermPro III
Kamstrup PcImportExport III.
2.1 Database
In PcBase III, an MS SQL 2014 Express database is used as default.
The following MS SQL databases are also supported:
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SQL Server 2014 Express (32/64 bit)
SQL Server 2014 Standard (32/64 bit)
SQL Server 2012 Express (32/64 bit)
SQL Server 2012 Standard (32/64 bit)
SQL Server 2008 Express (32/64 bit)
SQL Server 2008 Standard (32/64 bit)
SQL Server 2008 R2 Express (32/64 bit)
SQL Server 2008 R2 Standard (32/64 bit)
SQL Server 2005 Express (32/64 bit)
SQL Server 2005 Standard (32/64 bit)
2.1.1 Starting up PcBase III
The program is started in Windows by clicking Start Programs Kamstrup Kamstrup
PcBase III.
The main window contains the following menus:
Meters
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3 Setting up PcBase III
_______________________________________________________________
Under Set-up, the program-related setup is done. It is only necessary to do the setup once during
the installation of the program (see Installing the program), but afterwards it is possible to modify it
as required.
For a description of the different sub-menus under Set-up, see:
General
Formats
Export
Files
Customer
Logger
Consumption
Data clean-up
Mobile app.
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3.1 General
To go to General, select File menu Set-up General.
c
Change program language
Current server
Displays the name of the server on which the SQL database is running.
Current database
Displays the name of the database.
Select new database and/or location
Select which database to use in PcBase III. See Installing the program for further details.
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Back up/restore database
Click Archive to obtain access to restoring and archiving the database of PcBase III. See
Database backup and restoration for further details.
COM port for MULTITERM WA
Select the COM port to which MULTITERM WorkAbout should be connected either through
docking station, LIF COM cable or RS-232 cable.
Prompt to save MT WA route file
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Select this option if you want to show a message - when relevant - asking the user to save the
MT WA route file.
Current server
Displays the address of the OMNISOFT UtiliDriver server to which PcBaseIII Server is
connected.
If you want to change to another OMNISOFT UtiliDriver server, you must do it via PcBaseIII
Server TrayController.
PcBase server name
Displays the name of the computer running the PcBaseIII Server service.
Sync devices in PcBase with UtiliDriver®
Click Synchronize to synchronize PcBaseIII with OMNISOFT UtiliDriver.
Note You would normally not need to use the Synchronize button as the system handles
the synchronization automatically.
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3.2 Formats
To go to Formats, select File menu Set-up Formats.
Under Formats it is possible to enter correct decimal points and choose unit (register format),
which will be used under e.g. Meters Consump. and in export files.
The program includes a series of default formats (also called 'types'). However, it is also possible
to define your own format. It is possible to edit and delete these formats
When meter reading data are transferred to the database, the program checks if there is a format
corresponding to the meter. In case there is, the format will be associated with the meter.
The format can also be added to the meter by editing the data in the menu Meters.
Default formats
The program consists of some default formats. A default format contains typical register formats
for various registers (see above figure). It is not possible to edit the default register formats, but you
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can add new registers here and edit register formats (as explained under Editing default or user-
defined format).
User-defined formats
It is possible to add your own format. You can create or edit this format by adding required
registers and by editing register formats (as explained under Creating a new format and Editing
default or user-defined format).
3.2.1 Creating a new format
To create a new format, select File menu Set-up Formats.
1. Click New.
2. Select meter type.
Choose from default meter types to insert the corresponding registers, or choose "Unspecific
meter type" to insert all the registers into the data table.
/
