SBC Saia PCD® Supervisor - Easy Templating Owner's manual

SBC
Brand
SBC
Model
Saia PCD® Supervisor - Easy Templating
Category
Software
Type
Owner's manual

This manual is also suitable for

Installation & Operations Guide
Saia PCD Supervisor - Easy Templating - Installation & Operations Guide | 41-00001-01
Saia PCD
®
Supervisor V3.0
Easy Templating
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Disclaimer
The material in this document is for information purposes only. The content and the product described are subject to
change without notice. Honeywell makes no representations or warranties with respect to this document. In no event
shall Honeywell be liable for technical or editorial omissions or mistakes in this document, nor shall it be liable for any
damages, direct or incidental, arising out of or related to the use of this document. No part of this document may be
reproduced in any form or by any means without prior written permission from Honeywell.
Copyright © 2021 HONEYWELL International, Inc. All rights reserved.
Niagara Framework ® is a registered trademark of Tridium Inc.
Trademarks
Saia PCD® is a registered trademark of Saia-Burgess Controls AG.
Technical changes are subject to the state of technology.
Saia-Burgess Controls AG, 2021. © All rights reserved.
Document History
Published
Changes
Comments
- 2020-12-05
- 2021-02-05
- Start
- Latest updates
- New document
- Controller support references removed.
Table of Contents
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Table of Contents
Document History ................................................................................................................................................ ii
Table of Contents ................................................................................................................................................. iii
About this Guide .................................................................................................................................................. 5
About Easy Templating ....................................................................................................................................... 5
Installation Requirements and Licensing ........................................................................................................... 6
System Requirements ........................................................................................................................................ 6
License Easy Templating on a Supervisor Station .............................................................................................. 6
Creating a Template ............................................................................................................................................. 8
Type of Template ............................................................................................................................................... 8
Simple Template ............................................................................................................................................ 8
Complex Template ......................................................................................................................................... 9
Create a Template.............................................................................................................................................. 10
Using a Template ................................................................................................................................................. 14
Standard Deployment ......................................................................................................................................... 14
Standard Deployment using Simple Template ................................................................................................ 14
Standard Deployment using Complex Template ............................................................................................. 16
Targeted Deployment ......................................................................................................................................... 18
Targeted Deployment using Simple Template ................................................................................................. 18
Targeted Deployment using Complex Template.............................................................................................. 20
Common Operation of Easy Templating ............................................................................................................. 22
Open the Easy Templating Palette ..................................................................................................................... 22
Share a Template ............................................................................................................................................... 23
Export a Template .......................................................................................................................................... 23
Import a Template .......................................................................................................................................... 24
Template Versioning .......................................................................................................................................... 25
Modify Point Binding ........................................................................................................................................... 26
Binding the History Datapoints............................................................................................................................ 27
Binding the Datapoints using Hyperlink Ord ........................................................................................................ 31
Resolve Template Binding Issues ....................................................................................................................... 34
Resolving Simple Template Binding Issues..................................................................................................... 34
Resolving Complex Template Binding Issues ................................................................................................. 36
Contact ................................................................................................................................................................. 39
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About this Guide
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About this Guide
This guide provides a basic overview of Easy Templating, its installation, and features.
Related Documentation
• Niagara Platform Guide
About Easy Templating
Easy Templating allows you to use the Easy Template widgets to create templates for Niagara px pages. A template
is a collection of graphical symbols, that can be animated depending on the status of the data points connected to the
graphics. They can be used to create PX pages.
These templates use an intelligent engine that can associate the datapoints on the template with actual datapoints on
the system based on the datapoint name. When a group of points that belong to the same piece of equipment is used
on a schematic page, it will automatically bind with all the existing datapoints with limited, or no manual intervention.
There are two types of templates you can create with Easy Templating.
• Simple Template – A simple template is a created by adding required datapoints and graphics to a px
page.
• Complex Template – A complex template is created by adding multiple simple template (.etso
template) to a px page.
Easy Templating features
• Allows a px page template to be created for specific equipment type.
• Template can be used on equipment of similar type.
• Helps to reduce the engineering required to create complex schematics page.
• Allows complex and normal templates.
• Templates can be easily shared between users.
• Templates are version controlled.
• Allows easy maintenance of the projects to match the templates.
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Installation Requirements and Licensing
This section provides information about the system requirements and licensing process of the Easy Templating on a
supervisor station. Make sure that you have working experience with Niagara 4 before using Easy Templating.
IMPORTANT
Current Easy Template feature is fully supported only on supervisor environment running on
recommended PC and Operating Systems declared in product datasheet. This feature is not supported in
embedded controller environment.
System Requirements
• Niagara 4.9 or higher
• Web browser
• Windows 10, 64 bit or higher version
• Easy Binding installed on workbench
License Easy Templating on a Supervisor Station
Before you install Easy Templating on a supervisor station you must add the Easy Templating license to the Niagara
N4 license. Go to www.sbc-support.com to obtain a license for the Easy Templating.
To install a license file on a supervisor station
Run the supervisor Platform, in the Nav tree open the Platform, and select License Manager. The
License Manager window is displayed.
Select Import from bottom of the Licenses section. The Import License window is displayed.
Installation Requirements and Licensing
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You can import the license files in three ways.
• Import one or more license from files: Import the license from the local file.
• Import license from the local license database: Import license from the local database. This option is
only enabled when there is a local license database.
• Import Brand name (Brand 4.9) licenses from the licensing server: Import the license from the
licensing server if there are no license present in the local files and databases. When you select this
option, the application displays following window to restart the station.
NOTE
Importing the supervisor license from the licensing server depend on the supervisor station type.
For more details about Licensing workbench, refer to the Niagara documentation.
Select the required option and click OK.
Click Yes to restart the station. Easy Templating feature available on supervisor workbench.
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Creating a Template
Templates are created by adding required datapoints and graphics to a px page. To create a template that contains
graphical datapoints, use Easy Binding feature which allows you to bind various datapoints with graphical symbols on
the px page, when can be used to create a template. For more details about Easy Binding feature, refer to the Easy
Binding - Installation and Operation Guide - 31-00404.
Type of Template
There are two types of template
• Simple Template
• Complex Template
Simple Template
A simple template is a created by adding the required datapoints and graphics to a px page and then using the Easy
Template wizard to create the template.
To create a simple template
Open the px page that is to be used to create the template in edit mode. For more details on creating px
page, refer to the Niagara documentation.
Add the required datapoints and graphics to the px page.
Once the required datapoints and graphics have been added to the page, click Save.
Select Tools > New Easy Template to display the New Easy Template window.
Follow the process described in Creating a Template, and when prompted select the px page created
above.
After creating the template, open the Easy Templating Palette and check that the simple template has been
added to the list.
Icon
Description
Indicates simple object template. The file extension for the simple template is (.etso).
Creating a Template
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Complex Template
A complex template is created by adding multiple simple template (.etso template) to a px page and then using the
Easy Template wizard to create the template.
To create a complex template
Open the px page that is to be used to create the template in the edit mode. For more details on creating px
page, refer to Niagara documentation.
Open the Easy Templating palette, refer to Open the Easy Templating palette.
Drag the simple template from the Easy Templating palette to the px page.
Add other simple templates to the px page as required.
Once the required simple templates have been added to the px page, click Save.
Select Tools > New Easy Template to display the New Easy Template window.
Follow the process described in Creating a Template, and when prompted select the px page created
above.
After creating the template, open the Easy Templating Palette and check that the complex template has
been added to the list.
Icon
Description
Indicates a complex object template. The file extension for a complex template is (.etco).
Complex object template is combination of multiple simple templates (.etso template).
NOTE
Each px page limited to have one complex template.
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Create a Template
Templates are created using the Easy Templating wizard which converts a PX page that has already been created.
It is recommended that the template contains common features required on each page e.g. a logo, outside
temperature, navigation buttons, etc. It is also recommended that you create multiple folders to store all the
operator views, common views, control program or any images used on the pages.
The px pages are stored in the Niagara file structure but linked to the element where the view has been attached. For
more details about creating px pages and datapoint configuration refer to the Niagara documentation.
IMPORTANT
It is recommended that you create a set of libraries with unique graphics or templates.
Example: If you are creating an AHU template, then select the required graphics and template for the
AHU template. Keeping the graphics and template in the library reduces the manual engineering
required to when using the template.
To create a new template
Create the px page from which the template is to be created.
Select Tools > New Easy Template. The New Easy Template window is displayed.
Click Next.
Creating a Template
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Select the required template type.
Following template type allows you to choose the popup view on template, which is linked to the px page
while creating the template.
Pop view on
Template Type
Description
No Popup
If user select No Popup option, then even though the popup linked to the px page, this
option removes popup binding from the px page.
Standard Popup
If user select Standard Popup option, then the popup which is linked to the px, set
Point List View as a default view for the popup, while creating the template.
Custom Popup
If user select Custom Popup option, then the popup which is linked to the px. set user
defined view as a default view for the popup, while creating the template.
In the px file box click directory containing the px page on which the template is to be based and select the
px page and click Save.
Click Next, the wizard changes.
Enter the template’s name in the Name field.
NOTE
If you enter a template name, which already exists in the selected library folder, a warning will be
displayed in step 5 of 6 window.
Click Next, the wizard changes.
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To create a new library, select the Create a new library folder option, enter the name of the library in the
Name fields and click Next. The wizard changes.
NOTE
If you enter an existing library name, a warning is displayed — enter unique library folder
name.
Or
To update an existing library, select the Select an existing library folder option, enter the name of the
library in the Name search field, select the library from the search result and click Next, the wizard
changes.
To create a new folder, select the Creating a new destination folder option, enter the folder name in the
Folder field, and click Next. The wizard changes.
NOTE
• If you want to create subfolder inside the destination folder. After entering the
destination folder name, enter divider symbol (/) and then enter the subfolder
name. Also, you can create multilevel subfolder by entering divider symbol (/)
after subfolder and entering the next level subfolder.
Creating a Template
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After creating the template. Go to Easy Templating Palette and open the library to verify
the subfolder.
• If you enter an existing destination folder name, a warning note will be displayed
— enter unique destination folder name.
Or
To update an existing folder, select Select an existing destination folder option, enter the existing
destination folder name in the in Name search field, select the destination folder from the search result
and click Next. The wizard changes.
All the libraries are saved in the destination folder and the wizard changes.
To copy the path, click (copy path icon). This helps you locate the path of the template. It also allows
you to share the location with other engineers.
Once copied you can paste it into windows explorer to access the library folder in windows explorer.
If you want to continue and create more templates, select Create another.
Click Finish.
The template will be created. If the Create another option was selected the New Easy Template wizard will
take you to the step "3 of 7" window, enter the new template name and repeat the process.
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Using a Template
There are two ways to deploy (use) a template.
• Standard deployment
• Targeted deployment
Standard Deployment
In the standard deployment, the required template is added to the px page.
Standard Deployment using Simple Template
To deploy a simple template on a px page
Open the px page in edit mode.
Open the Easy Templating palette and select the required simple template from palette window, refer to
Open the Easy Templating palette.
Drag the required simple template from the Easy Templating palette to the px page.
The Current Binding Location window displayed. This displays list of all the networks whose points are bound
to template.
Select required network from the list and click OK.
Add template to
the Px page
Using a Template
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NOTE
• The list of networks can be filtered by entering the network name in the search field. If you check
the Show Exact Matches Only option, then it will display only those networks, whose source
points extensions are match with target extension points.
• Unresolved points may occur. You must resolve the network manually, see Resolving Simple
Template Binding Issues
Once the template has been added to the px page, you can position or resize the items as required. After
the changes are completed, save the px page.
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Standard Deployment using Complex Template
To deploy a complex template on a px page
Open the px page in edit mode.
Open the Easy Templating palette and select the required complex template from palette window, refer to
Open the Easy Templating palette.
Drag the required complex template from the Easy Templating palette to the px page.
The Current Binding Location window displayed. This displays list of all the networks whose points are bound
to template.
Select required network from the list and click OK.
Using a Template
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NOTE
• The list of networks can be filtered by entering the network name in the search field. If you check
the Show Exact Matches Only option, then it will display only those networks, whose source
points extensions are match with target extension points.
• Unresolved points may occur. You must resolve the network manually, see Resolving Complex
Template Binding Issues
Once the template has been added to the px page, you can position or resize the items as required. After
the changes are completed, save the px page.
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Targeted Deployment
In the targeted deployment you add a required template to the selected equipment.
Targeted Deployment using Simple Template
To deploy a Simple Template on an equipment
In the Nav tree open the Drivers folder then open the folder containing the equipment to which the template is to
be added and locate the required piece of equipment.
Right click the equipment and select Views > New Views. The New Px View dialogue box is displayed.
In the View Name box, select view's name and click OK. This opens the px view of the equipment that has
just been created.
Open the Easy Templating palette and select the required simple template from palette window.
Drag the simple template from the Easy Templating palette on the px view.
Using a Template
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The Current Binding Location window is displayed. This window displays list of all the networks whose
datapoints are bound to template. Filter on Current View option enabled as default setting, this will display
only the datapoints that is linked to selected equipment. If you uncheck the Filter on Current View option,
then it will display all datapoints from other equipment.
Select required network from the list and click OK.
NOTE
• The list of networks can be filtered by entering the network name in the search field. If you check
the Show Exact Matches Only option, then it will display only those networks, whose source
points extensions are match with target extension points.
• Unresolved points may occur in the list. You must resolve the network manually, see Modify Point
Binding. You can also modify the template to fix the issue, see Resolving Simple Template
Binding Issues
Once the template is added to the px page, you can position or resize the items as required. After the
changes are completed, save the px page.
Add required template
to the selected
equipment view page.
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Targeted Deployment using Complex Template
To deploy a Complex Template on an equipment
In the Nav tree open the Drivers folder then open the folder containing the equipment to which the template is to
be added and locate the required piece of equipment.
Right click the equipment and select Views > New Views. The New Px View dialogue box is displayed.
In the View Name box, select view's name and click OK. This opens the px view of the equipment that has
just been created.
Open the Easy Templating palette and select the required template from palette window.
Drag the complex template from the Easy Templating palette on the px view.
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SBC Saia PCD® Supervisor - Easy Templating Owner's manual

SBC
Brand
SBC
Model
Saia PCD® Supervisor - Easy Templating
Category
Software
Type
Owner's manual
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