Kamstrup PcBase III User guide

Kamstrup PcBase III

Installation and operations manual

Kamstrup PcBase III

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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

property right, hereunder copyright, patent or trademark, of Kamstrup to any other party. This disclaimer includes, but is

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

The graphics and content in this document are the copyrighted work of Kamstrup and contain proprietary trademarks and

trade names of Kamstrup.

Third Parties

This document may contain links to other parties. Kamstrup makes no warranty or representation regarding any linked

information appearing therein. Such links do not constitute an endorsement by Kamstrup of any such information and are

provided only as a convenience. Kamstrup is not responsible for the content or links displayed by third parties.

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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Export

Groups

Job list*

Job Status*

Quick Config

Performance

Dashboard

Before using PcBase III, the program must be set up. See Setting up PcBase III.

*You need to have the PcNet III license in order to activate this menu.

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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.

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Kamstrup PcBase III User guide

Kamstrup PcBase III User guide

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