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Energy Aggregator User’s Guide (DEH-40016)

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Energy AggregatorNotice
The information contained in this document is subject to change without notice. GE makes no warranty of any kind with regard to this material, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. GE shall not be liable for errors contained herein or incidental consequential damages in connection with the furnishing, performance, or use of this material. This document contains proprietary information, which is protected by copyright. All rights are reserved. No part of this document may be photocopied or otherwise reproduced without consent of GE. Copyright © 2003 by GE. Published in a limited copyright sense. All rights, including trade secrets, are reserved. Document Edition November 2003 The following are some of the products of the General Electric Company: POWER LEADER Modbus Monitor SR750 Feeder Management Relay EPM 7300 Electronic Power Meter
POWER LEADER Electronic Power Meter SR760 Feeder Management Relay EPM 7330 Electronic Power Meter
Spectra MicroVersaTrip EPM 3710 Electronic Power Meter EPM 7350 Electronic Power Meter
Enhanced MicroVersaTrip-C EPM 3720 Electronic Power Meter EPM 7500 Electronic Power Meter
Enhanced MicroVersaTrip-D GE Fanuc Series 90/30 PLC EPM 7600 Electronic Power Meter
MDP Overcurrent Relay GE Fanuc Series 90/70 PLC EPM7700 Electronic Power Meter
System Monitor SM-3 GE Fanuc MicroPLC EPM 4900S Electronic Power Meter
Spectra Electronic Control Module Digital Feeder Protection 100 MDI RLU
EPM 3710 Electronic Power Meter Digital Feeder Protection 200 Universal Relay Devices
Multilin Power Quality Meter PQM) Advanced Line Protection System (ALPS)
239 Motor Protection Relay Line Protection System (LPS)
269 Plus Motor Management Relay EPM 4400S Electronic Power Meter
369 Motor Management Relay EPM 5200P Electronic Power Meter
SR469 Motor Management Relay EPM5300P Electronic Power Meter
SR489 Generator Management Relay EPM7430D Electronic Power Meter Third Party Device Support
565 Feeder Management Relay EPM7470D Electronic Power Meter Cutler Hammer IQ Analyzer
735 Feeder Relay EPM9450Q Electronic Power Meter Cutler Hammer IQ Energy Sentinal
SR745 Transformer Management Relay EPM9650Q Electronic Power Meter Square D Enercept Microsoft, Microsoft Excel and Microsoft PowerPoint are registered trademarks, and Windows NT and Windows 2000 are trademarks of Microsoft Corporation. Wonderware is a registered trademark of WonderWare Corporation. Wonderware InTouch and NetDDE are trademarks of WonderWare Corporation. Energy Profiler and RateWizard are trademarks of ABB Energy Interactive Inc., Berkeley, CA.
Technical Support
GE Technical Support is available at: • 888-GE-RESOL (888-437-3765) in US • 860-793-5812 outside US. Please have your product information, such as serial number, model, or catalog number ready before you call. Visit us at “http://www.geindustrial.com” and follow the links: “Products > Energy Management > Software” to “GE POWER LEADER™ Energy Aggregator”. (http://www.geindustrial.com/cwc/products?pnlid=5&famid=14&catid=55&id=cam&lang=en_US)
2.3 Single-site / Multi-site Offerings __________________________________________ 8
3 System Installation__________________________________________________ 9 3.1 System Requirements ___________________________________________________ 9
3.1.1 Single-site Version Requirements _____________________________________________9 3.1.2 Multi-site Version Requirements ______________________________________________9 3.1.3 GE PMCS and HMI Software Upgrade ________________________________________10
3.2 Energy Aggregator Installation__________________________________________ 10
4 System Components & Terms ________________________________________ 11 4.1 System Components ___________________________________________________ 11
4.2 Terms Used By Energy Aggregator Users _________________________________ 12
5 Log-on To Energy Aggregator _______________________________________ 14
6 Configuration Tab _________________________________________________ 15 6.1 Introduction__________________________________________________________ 15
6.2 Utility Sub-tab________________________________________________________ 16
6.3 Server Sub-tab________________________________________________________ 18
6.5 Meter Sub-tab ________________________________________________________ 21
6.9 Auto DB Utility Sub-tab ________________________________________________ 28
6.10 Tree Configuration Sub-tab __________________________________________ 30
6.11 Rate Structure Sub-tab ______________________________________________ 32 6.11.1 Overview _______________________________________________________________32
Energy Aggregator User Guide (DEH40016) • i
6.11.2 Define New Rate Structure (left panel) ________________________________________32 6.11.3 Primary Building Blocks ___________________________________________________34
6.11.3.1 Billing Components __________________________________________________34 6.11.3.1.1 Billing / Curtailment _______________________________________________34 6.11.3.1.2 Penalty / Rebates __________________________________________________37 6.11.3.1.3 Percentage (Taxes / Rebates): ________________________________________39
6.11.4 Hierarchical Time Of Use Tree ______________________________________________43 6.11.5 Billing Headers (secondary building blocks) ____________________________________44
6.11.5.1 Default Billing Headers _______________________________________________44 6.11.5.2 User-defined Billing Headers ___________________________________________44
6.13 Enterprise Sub-tab __________________________________________________ 48
7 Reports Tab ______________________________________________________ 52 7.1 Automatic Report Configuration Sub-tab _________________________________ 52
7.2 Billing Determinants Sub-tab ___________________________________________ 55
8 Viewer Tab _______________________________________________________ 58 8.1 Data View Sub-tab ____________________________________________________ 59
8.2 Peak Demand View Sub-tab ____________________________________________ 61
8.3 Billing Sub-tab________________________________________________________ 63
9 Admin Tab _______________________________________________________ 65
10.2 Activity Info Message Window ________________________________________ 67
10.3 Automatic Device Data Collection _____________________________________ 68
10.4 Automatic Device Synchronization_____________________________________ 72
10.5 Exit_______________________________________________________________ 72
11.2 Remote to Enterprise Communication __________________________________ 75
12 Appendices _______________________________________________________ 76
12.1 Supported Devices __________________________________________________ 77 12.1.1 Devices Supported Using PMCS 6.11 DDE Server _______________________________77 12.1.2 Devices Supported Using Third-party DDE Server _______________________________78
12.2 Daylight Savings Time _______________________________________________ 79
12.3 Common Billing Determinants Matrix__________________________________ 80
12.4 Default Meter Categories/Values to Log ________________________________ 81
12.5 TCP/IP Address ____________________________________________________ 84
1 Introduction
Welcome to GE Energy Aggregator a powerful tool helps in monitoring, understanding and managing power consumption. This manual is intended for application engineers and other users responsible for application operation and maintenance. Energy Aggregator is based on GE PMCS Cost Allocation Module (CAM) and offer web interface for user setup and monitoring. Energy Aggregator is designed to retrieve demand and energy-related data from physical devices and to store the data in an open SQL database. Up to eight (8) parameters can be collected from each real physical meter. Once the data has been stored, it can be combined to define cost centers and virtual meters. The data can then be used to compute an electrical bill for a single cost center, a single meter, or an entire plant. You can develop billing application based on simple rate schedules. Billing reports can now be automatically generated and saved for viewing on demand. Data can be exported in ABB’s Energy Profiler® format for use by other 3rd party software applications. Energy Profiler® software is offered as an optional adder for complex rate schedules. Energy Profiler® offers various what if scenarios to help you analyze and understand your energy usage pattern. Energy Aggregator web based interface offers users capability to configure and monitor the system from any remote web browser on the Intranet. The Enterprise version allows users to monitor and aggregate from multiple remote sites.
Device Network Retrieve Usage Info and Store in Open DB
Energy Usage Analysis & Bill Estimation
• Usage Data read thru PMCS Modbus/DDE Server • Normalized and stored in Open Database • Data recovery possible if device has data logger •
• Load Profile Graphics / Tabular Views • Billing Reports • Rate comparison
Energy Aggregator Overview
• Real Meters - synchronized with PC Clock
Virtual Meters - math. combos of Real Meters Cost Centers - Groups of Real/Virtual Meters
• Multiple utility feeds
PMCS & Logger CAM
W EB Ser ver

Energy Aggregator has tightly integrated all major GE PowerLeader meters. Other unsupported meters can be integrated using “Generic Device” interface. Please see section-12.1 for a list of all tightly integrated devices and supported meter/firmware versions.
Energy Aggregator User Guide (DEH40016) Page 5 of 89
2 Architectures Supported
2.1 Single-site Version
Configurat ion
Utility Meter
Cost Center
ViewMeter
… PMCS
Demand Interval
2.2 Single-site / Multi-site Versions For Enterprise
Multi-site E.Aggregator
(Site-1)
The difference between single-site and multi-site versions is that multi-site or enterprise version has no direct communication with physical devices. As such PMCS Modbus / DDE Server is not required for PC running the enterprise version. SQL database and the web server are the major components of the enterprise version. Single-site version has direct communication with physical devices. Each single-site installation retrieves and stores data in a local database. The data from local database is periodically uploaded to a multi-site database of another remote PC running Multi-site Energy Aggregator. Individual remote meter names at a higher Multi-site node are prefixed with the name of their parent site node followed by “/”. For example, Meter “EPM-ABC” at remote Single-site node “London” will be represented at Multi-site node as “London /EPM-ABC”. You can have more than one Multi-site Energy Aggregator installations all receiving data from their respective Single-site nodes. All these individual Multi-site nodes can be connected to a master or enterprise Multi-site Energy Aggregator. Unlike Single-site version, a Multi-site version can not offer features such as manual data editing. Multi-site version supports other features of Single-site versions such as new cost centers, virtual meters, rate-structures, billing-configurations, etc.
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2.3 Single-site / Multi-site Offerings Catalog Number Description
PLENAG299 Single-site Energy Aggregator (2 User, Max 99 Devices)
PLENAG599 Single-site Energy Aggregator (5 User, Max 99 Devices)
PLENAG2099 Single-site Energy Aggregator * (20 User, Max 99 Devices)
PLENAG299UP Single-site Energy Aggregator Upgrade † (2 User, Max 99 Devices)
PLENAG599UP Single-site Energy Aggregator Upgrade † (5 User, Max 99 Devices)
PLENAG2099UP Single-site Energy Aggregator Upgrade †* (20 User, Max 99 Devices)
PLENAG2100 Single-site Energy Aggregator (2 User, 100+ Devices)
PLENAG5100 Single-site Energy Aggregator (5 User, 100+ Devices)
PLENAG20100 Single-site Energy Aggregator * (20 User, 100+ Devices)
PLENAG2100UP Single-site Energy Aggregator Upgrade † (2 User, 100+ Devices)
PLENAG5100UP Single-site Energy Aggregator Upgrade † (5 User, 100+ Devices)
PLENAG20100UP Single-site Energy Aggregator Upgrade †* (20 User, 100+ Devices)
PLENAMSTR Energy Aggregator Multi-site Master For Enterprise (no user limit)
PLEPADD Energy Profiler For GE Energy Aggregator
* The 20 or more user versions requires MS-SQL-Server-2000 (not supplied with Energy Aggregator) † The upgrade versions are for existing old CAM or Energy Aggregator users.
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3 System Installation
3.1 System Requirements Make sure your PC meets following hardware and software requirements before you start installing Energy Aggregator.
3.1.1 Single-site Version Requirements • • • • • • • •
• • • • • • • •


Internet connectivity for downloading e-License VGA or SVGA 17" monitor One Parallel Port Printer One analog phone 56K Modem (no Winmodems) UPS for Un-interruptible Power Supply to PC. Symantec pcAnywhere Software Symantec Norton Antivirus Software Microsoft SQL Server 2000 (this is required only for 20-user options of Energy Aggregator)
3.1.2 Multi-site Version Requirements All above requirements for single-site version also apply to multi-site version installation with following exceptions.
Use (1) higher speed high performance Intel® Pentium-4 processor, (2) greater than 1.5GB memory, and (3) greater than 80GB high performance hard drive as dictated by total number of sites/meters to be supported. Microsoft SQL Server 2000
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3.1.3 GE PMCS and HMI Software Upgrade Energy Aggregator installation CD includes latest PMCS-6.11a Modbus / DDE Server. In case your PC already have PMCS Modbus / DDE Server, you will be prompted to get it replaced with latest server supplied with Energy Aggregator. All other PMCS components will not be upgraded. You may want to use your option to buy and install full PMCS upgrade before installing Energy Aggregator. Make sure firmware versions of your metering devices are compatible with versions of PMCS and Energy Aggregator. In case your PMCS is using HMI software (Cimplicity or InTouch) for PMCS Wizards, make sure that your HMI software version is compatible with your upgraded PMCS version. Energy Aggregator supports MSDE-2000 database. Any old MSDE database installations will be automatically to MSDE-2000. User is advised to backup existing PMCS or other MSDE databases before installing Energy Aggregator.
3.2 Energy Aggregator Installation Please refer to Energy Aggregator Read-This-Book-First (Installation Guide document DEH40301) for installation details and instructions.
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4 System Components & Terms
4.1 System Components PMCS Modbus / DDE Server (GE32MODB / GE32MTCP): Polls physical metering devices. For details and configuration please refer to DDE Server User’s Guide “http://www.geindustrial.com/products/manuals/GEH-6510-611.pdf”. Energy Aggregator / CAM Logger: Heart of Energy Aggregator, receives data from PMCS DDE Server and logs in Database. See section-10 for details on Energy Aggregator / CAM Data Logger. IIS (Internet Information Server): MS-Windows component installed using Windows CD. IIS provides the web interface to remote web browsers. Energy Aggregator Web-server: Computation engine for remote web pages (Viewer & Configuration). MS SQL Server: MSDE database engine. All above components should be up and running all the time. Following components are supported by Energy Aggregator Web-server and can be accessed by using remote web browsers. Web browser: Microsoft Internet Explorer version-6.0 has been qualified for use with Energy Aggregator. Log-on Page: Energy Aggregator home page that allows controlled accesses to other web pages / tabs of Energy Aggregator web interface. See section-5 for details on Energy Aggregator home / Log-on page. Viewer Tab: This is the web page that is used by most day to day users for viewing daily energy logs / profiles in tabular or graphic format, and generate and view adhoc-billing report(s). See section-8 for details on Energy Aggregator Viewer Tab. Report Tab: This tab allows system integrator and users to configure and view automatically generated billing reports. This page is used once a week or a month depending on the period selected for automatic report generation. See section-7 for details on Energy Aggregator Report Tab. Configuration Tab: This tab allows system integrator or application engineer to configure Energy Aggregator per user application requirements. The whole application that involves defining physical and virtual meters, cost centers, utility and rate-structure, viewing-tree, and billing-configurations is setup using this tab. This page is used during system setup and may be occasionally used during normal course of operation for implementing any setup changes. It is recommended that day to day users be not allowed any access to this tab. See section-6 for details on Energy Aggregator Configuration Tab.
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Admin Tab: This tab allows system administrator to manage user accounts. See section-9 for details on Energy Aggregator Admin Tab.
4.2 Terms Used By Energy Aggregator Users Kilowatt-hour (kWh): A measure for energy equal to the amount of work done by 1,000 watts for one hour. Kilovolt-ampere-reactive hour (kVARh): A unit of measure similar to kWh, but reflects current, drawn by a customer, that produces no useful work, but takes up space on the electrical-distribution system. Megawatt-hour (MWh): 1,000 kWh. Energy (real and reactive): The total consumption that is measured in Kilowatt-hours – kWh (Real Energy), Kilovolt-ampere-reactive-hour – kVARh (Reactive Energy), Kilovolt-ampere-hour – kVAh (Apparent Energy), Demand: Rate, at which electric energy is delivered to a system, usually expressed in kW or mW. Utility companies for billing purpose monitor a 15-minute or 30-minute average demand. Physical meters use different methods for calculating demand. These methods are transparent to Energy Aggregator.
Block Demand – Demand calculations performed over a fixed period (interval) of time. When that time period elapses, the next interval starts where the previous one ended. Rolling Demand or Sliding Window – Demand calculations performed over a fixed period (interval) of time that is made up of (n) subintervals (n =>2). When one subinterval elapses, the demand value is computed by adding the most recently completed subinterval data to the demand interval, and subtracting the oldest subinterval data from the demand interval. Thermal Demand – Emulation of a Thermal Demand Meter that provides an exponentially time lagged demand where, given a constant load, the indication reads 90% of the actual demand in 15 minutes.
Demand Interval: An interval (15-minute, 30-minute, etc.) used by utility meters to determine average demand. Power Factor: An indicator of the quality of the power (-1 to +1) at a certain point in the electrical system. Season of Use: Energy rates vary by different seasons of the year (summer, winter, spring etc) for Energy and Demand. Day of Use: Energy rates vary by different day of uses (weekdays, weekends, holiday’s etc) for Energy and Demand. Time of Use: Energy rates vary at different times of the day (on peak, Mid Peak and off peak) for Energy and Demand. Off-Peak: Designated periods of low system demand (usually non-business hours) when electricity is generally less expensive. On-Peak: Designated periods of high system demand when electricity is generally more expensive. Mid-Peak: The non-designated period is called mid peak, that is time duration which is neither On-Peak nor Off-Peak is called Mid-Peak.
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Peak Demand: Highest average demand recorded during a time of use period. Demand Ratchet: Highest average demand recorded during a time of use period spanning last several months or specific season. Demand ratchet is used to apply a minimum limit on billed demand. Billed Demand: Usually Peak Demand or a percentage of Demand Ratchet applicable to the billing month. Billed Energy: Usually the energy consumption recorded during a time of use period of the billing month. Billing Determinants: Energy measurements used to determine Billed Demand, Billed Energy, and other Billed Charges. Real Time Pricing: The instantaneous pricing of electricity based on the cost of the electricity available for use at the time the electricity is demanded by the customer. Rates are downloaded over the phone or Internet this is a customized plan. (NOTE: Energy Aggregator doesn’t support real time pricing. Consider using the optional Energy Profiler.). Aggregation: The arithmetic sum of same type of power measurements from multiple physical meters. Virtual Meters: Provides a way to aggregate multiple physical meters. A mathematical combination of physical meters to determine usage by un-metered feeds. An example of the use of a virtual meter would be a lobby in a building. A physical device exists that measures the exact usage. A virtual meter can then be created that would allow you to take the physical device and divide it by the number of tenants in the building to fairly allocate the cost of the lobby. Cost Centers: Provides a way to aggregate multiple physical meters. A combination of physical and virtual meters that allows you to determine the usage of departments, work shifts, or tenants. Logging Meter: Meter with on-board data logger feature allowing it to continuously log various specified parameters at the specified rate in meter’s memory. Non-Logging Meter: Meters with no on-board storage capability. Must be polled continuously else you will loose energy data. Utility, Rate Structure, Billing Header, Automatic Report and Billing Configuration: One utility will have more than one Rate structure and each rate stricture will have one billing configuration and set of billing headers if billing components are used. Rate structure is a Logical grouping of an Electrical Billing Rates. It will have specified season of use, day of use and time of use Specified billing rates with timings for Energy as well as for Demand (Power). Billing configuration assigns one or more Meters to Rate Structure-Utility. Meter Configuration: The definition for type of physical device and parameters configured in them. Server: Definition for DDE Server. Export Definition & Auto dB Utility: This defines the location frequency for Export of logged data. The applications like Ener.ge use this information. Tree Configuration: Conceptual grouping Meters, Virtual Meters and Cost Centers just for the hierarchical view. Enterprise: Defines the nature of data transfer in between the site Application and Enterprise Application.
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5 Log-on To Energy Aggregator
Energy Aggregator home page allows controlled accesses to other web pages / tabs of Energy Aggregator web interface. The home-page URL is “http://xx.xx.xx.xx/GE_Aggregator”, where “xx.xx.xx.xx” represents the “TCP/IP” address of the PC where Energy Aggregator is installed. You can also use “PC- Name” instead of “TCP/IP” address where your LAN administrator permits it. Only 2, 5, or 20 users can simultaneously log-on depending on Energy Aggregator user-option you have purchased and installed. Remote users are required to log-out before shutting the browser down. Otherwise IIS continues holding that user seat until it disconnects the remote session after idle session timeout. The IIS is setup for 15- minute default timeout. Energy Aggregator uses following default user-id and password for “Administrator”. Users are strongly recommended to change them after Energy Aggregator installation.
User-id = “Administrator” Password = “admin”
6 Configuration Tab
6.1 Introduction
The Energy Aggregator Configuration provides the foundation that supports the rest of the Energy Aggregator system. Through the Energy Aggregator configuration, the installer supplies nearly all the information that is necessary for the operation of the Energy Aggregator Logger and Energy Aggregator Viewer components.
Only one application may modify the Energy Aggregator database at a time. The Energy Aggregator Configuration should not edit basic data logging information, while the Logger is running.
Clicking Configuration Tab brings you to following screen with various other sub-tabs. Clicking any sub- tab brings you to other configuration screens.
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6.2 Utility Sub-tab
Billing Periods User can define, modify and delete utilities. Users may define multiple utilities, since plants may be supplied by more than one utility provider. Each Utility is associated with one Rate Structure and Billing Configuration. However, each device must be associated with only one utility-Rate Structure-Billing Configuration at a time. This screen is used to record information about the utility company. If you are entering the utility for the first time, the Utilities Defined list box will be empty. Click in each of the text boxes and add or edit information as appropriate. Several of the items on the screen are not used at present but will be needed when utility switching is implemented in the future. The fields that Energy Aggregator Configuration requires you to fill in are designated with an asterisk (*).
Billing period’s window allows you to define Utility Billing months.
New Creates a New Utility, when the button is clicked by selecting “ Select a Utility ” a non-derivative Utility will be created. If New is clicked while a Utility is selected, the new Utility will have default values in certain fields as derivative from the selected Utility.
Save Saves the modified fields.
Delete Deletes the Selected Utility, provided that no Rate Structure is associated with the Utility.
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6.3 Server Sub-tab The server acts as a “middle man” between the Energy Aggregator system and the device. To configure the server for your system, click on Configuration and then Server… The Server Configuration dialog box displays:
Here the user Creates, Modifies and Deletes Servers. The Servers are the Applications gives the Device data to the Logger in DDE format. Each meter should have a Server associated with it. On the left side of the dialog box is the Servers Defined: list box, where all servers for a system would be displayed. At this stage of program development, only DDE Servers are supported. All GE DDE servers have been tested extensively. The Cutler Hammer IMPACC has also been qualified as an Energy Aggregator DDE server. (Please note that the IMPACC is pre-configured into the Energy Aggregator Configuration, but require the server pathname to be given). The configuration information for the highlighted server is shown on the right side of the screen. The fields that Energy Aggregator requires you to fill in are designated with an asterisk (*). Server Name: * A unique name assigned to the server for reference within the Energy Aggregator system. Server ID: A number automatically generated to represent the database record (Auto Entry) Server Description: A description of the server, used only for reference Server Pathname: * The path and file name of the executable Server file. You may type in the
pathname or select it by using Browse... New: Creates a New Entry, when the button is clicked by selecting “ Select a Server ” a non-
derivative Server will be created. If New is clicked while a Server is selected, the new server will have default entries in certain fields as Derivative from the selected Server.
Save: Saves the modified fields. Delete: Deletes the Selected Sever, provided that no Meter is configured to the Server to be deleted.
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6.4 Meter Category Sub-tab
Meter Category is the Tab where User will make the parameter tuning with the physical meter. There are 19 predefined default Meter Categories and all of them are linked to specific Meter Type. Internally each default Meter Category is assigned to a specific DLL. You can create new categories by duplicating existing default categories. Newly created categories, which are not based on existing default categories, are called “Generic Categories” which use “Generic.DLL” library.
Device Manufacturer & Device Model: Together they form the name of the Meter Category.
Device Description: The description for the Device & Category
Time Sync Interval: The interval at which the Time synchronization to be done with the device.
Time Sync Drift: The minimum time drift for the device time to be corrected. Device time would be verified with System time and the drift is more than this parameter, then Device time would be changed to System Time.
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Meter Log Type: This information says that the Device is Logging Type or Non-logging type. Logging type of Devices periodically Logs the values in the Device memory and the Application retrieve the values at a later point of time also. In case of Non-Logging Devices, the values are retrieved periodically by the application and if the Device is not communicating at the Logging time, we miss the data for the time period.
Meter Priority: It is the priority at which the values are retrieved from the device. The Non Logging Devices shall have the highest priority (5) and Logging can be minimum (1).
Parameter: User can select the parameters here as configured in the device. It is the responsibility of the user to ensure that these parameters are exactly the same as Devices and the DDE Items are present. The maximum number of parameters is eight.
Unit: This is where the user selects the Unit for the parameter selected
Type (Data type): User defines the data type for the parameter.
New Creates a New Entry, when the button is clicked by selecting “ Select a Meter category ” a non-derivative Meter Category will be created. If New is clicked while a Meter Category is selected, the new Meter Category will have default entries in certain fields as Derivative from the selected Meter Category
Save Saves the modified fields.
Delete Deletes the Selected Meter Category, provided that no Meter is configured to the Server to be deleted.
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6.5 Meter Sub-tab
User links the Server and Meter category together in Meter tab and defines a physical Meter. Here User Defines what are the parameters he is interested to log in the application (Meter may configure more parameter than the user is really interested in).
Meter Name*: Name of the Meter (Unique).
Meter Location: Location of the Meter.
DDE Topic Name: Name of the DDE topic configured in Server attached to the Meter. Each Device Configured in DDE Server has Topic name associated.
Meter Category: User selects the required Meter Category from the Categories Created.
DDE Server: Name of the DDE Server. One DDE Server may have more than one or more devices configured to it. DDE Server
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communicates with the Devices through specified protocol and gives the data to he application in DDE format.
Sync Method: User defines the Sync Method for the Meter here. The three modes of sync method are No Sync, Clock Only, Clock & demand.
Clock & Demand: The Energy Aggregator synchronize metering device clock and demand interval boundary with that of PC Clock. It is assumed that PC clock is in synch with some standard time clock (e.g. atomic clock using internet or some dial-up link). Clock Only: This option does not synchronize the metering device's demand interval boundary. Only clock is synchronized with that of PC Clock. It is assumed that PC clock is in synch with some standard time clock (e.g. atomic clock using internet or some dial-up link). No Sync: You do not want the selected device to be synchronized with any clock or utility device.
Log Interval: It is the time period at which the data gets logged. In case of Logging Meters, it should be the same as what configured in the device.
Meter Max kWh: It is maximum energy consumption for the meter.
In Service Date: Significance of in Service date is, it is the date for which the Meter starts logging. When a new Meter is integrated, this data if important for Logger to retrieve the logging values from the date mentioned.
New: Creates a new Meter. There are two types of Meter creation, Derives Meter and Non-derived Meter. In case of Derived Meter, select the original Meter, click on New button, make the necessary changes to the fields and Save the Meter.
Delete: Deletes the button. Select the Meter to be deleted and press the button, the Meter gets deleted.
Save: Saves the Modified/Created Meter.
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6.6 Virtual Meter Sub-tab A virtual meter is a combination of up to 16 physical Devices. A virtual meter is defined by a formula. The formula may be simple or complex. It may use simple addition or it may involve algebraic computations or exponents. Virtual meter calculation takes place in the Energy Aggregator Viewer component the Energy Aggregator. The computations are only for display or export. They are not stored in the database, as are the data from physical devices. Basically any valid Virtual Meter equation should be able to expanded into the form as , a1*m1[+a2*m2]+….[+a16*m16 ] Where -1 <= a1, a2, …a16 <= 1 and m1, m2,..,m16 are valid Meter. When you click on the Virtual Meters tab, the following screen displays:
Virtual Meters Defined: All the configured Virtual Meter appear here. When a Virtual
Meter is to be Created/Modified/Deleted the selection is to be here.
Meter: Here the Meters are selected into Virtual Meter equation. Function: As mentioned a Virtual Meter equation will be of the form
a1*m1+… where -1 <= a1 <= +1 and the sign of a1 (a2, a3…) are determined by function. If the function is Aggregate a1 (or a2, a3…) is positive and if the function is Negative Aggregate a1 (or a2, a3…) is negative.
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Percentage: The magnitude of a1 (or a2, a3…) is determined by percentage
the maximum value of percentage shall be 100. Equation: Equations for the Virtual Meter appear here. The number of
maximum terms is 16 in an equation. The equation is formed as they are generated.
>> To move a term constructed by Meter, Function and
percentage in to the equation. << To move-out a term selected in the Equation. Name: Name of the Virtual Meter, can be edited during the Virtual
Meter Modification and Creation. Description: Description of the Virtual Meter, can be edited during the
Virtual Meter Modification and Creation Virtual Meter ID: Non-editable will be generated automatically during Virtual
Meter Creation. Clear: Clears the Equation field, used during modifying the Virtual
Meter. New: Used to create new Virtual Meter. If clicked after selecting
Select Virtual Meter in Virtual Meters Configured, a non-derived Virtual meter can be created. If the selection is any defined Virtual Meter, certain fields of the new Virtual Meter will have default values derived from the selected Virtual Meter.
Save: Used to save the modified or created fields. Delete: Deletes the selected Virtual Meter. Creating a new virtual Meter: There are two ways to create a new Virtual Meter one a
derivative of an existing Virtual Meter and two non-derivative. In the first case select one Virtual Meter and the click on NEW. Now a new Virtual Meter is created with default values derived from the Virtual Meter selected. Now user can modify the fields and save Virtual Meter. In the second method, select
Select Virtual Meter in Virtual Meters Configured, and click on New. Now the user can make entries in the fields and save the new Virtual Meter.
Modifying a Virtual Meter: Select the Virtual Meter to be modified and modify the fields
and after the modification of the Virtual Meter, save it.
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6.7 Cost Center Sub-tab Cost centers are composed of combinations of Meters and Virtual Meters. Like virtual meters, cost centers must be given a name and an optional description.
Cost Centers Defined: All the configured Cost Centers appear here. When a Cost Centers is to be Modified/Deleted the specified Cost Centers is to be selected here
Meter: This drop down box is the list of Meters and Virtual Meters, which are ‘not’ part of the specified Cost Center . While adding the meter into the Cost Center equation, the user selects the Meters and Virtual Meters here and moves into the components to form the equation.
Name: In the text box, type the name of the cost center you want to create/Modify.
Description: in the text box with that label. This is informational only.
Cost Center ID: It is an Auto entry and generated during the creation of the Cost Center. Each Cost Center has unique id.
>>: User can use this button to move the Meter /Virtual Meter in to the selected Cost Center.
>>: User can use this button to move the Meter /Virtual Meter out from the selected Cost Center.
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Components: Here all the Meter /Virtual Meter of the selected Cost Center appears.
Clear: Moves all the Meter /Virtual Meter of the selected Cost Center.
New: User can create a New Cost Center by clicking on this button. If Select Cost Center is selected while New was pressed a non-derived Cost Center gets created. If a configured Meter is selected
Save: Saves the Modified/Crated Cost center.
Delete: Select Cost Center to e deleted and Click on Delete.
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6.8 Export Definition Sub-tab The Energy Aggregator Viewer has the capability to export data as a Comma Separated File (CSV file extension). To export data for the selected device, user must have selected the Meter in Export Definition Tab. Export Definition Tab Auto dB Utility tab makes completes definition for Data export.
In Export Tab user can select the Meters for those the Export files needs to be generated. File name will be “MeterName . csv”. Export Definition Defined: Here All the configured Export Definitions appear. Device Name: All the Meters those do not have Export Definition configured appear
here. It is a drop down box. Export Definition Name: Non-editable entry same as the Meter Name. Export Definition Id: Non-editable entry auto generated during the creation of an Export
Definition. Export Data Item selection: The parameters those the user is interested to be in the export file can
be selected here. New: The creation of new Export definition. Delete: Deletion of selected Export definition. Create new export Definition: Select the Device (Meter for which the Definition shall be created) at
Device Name and click on New. Now the de-selection of the parameters, which are not required, shall be done at Export Data Item selection.
Deletion of Export Definition: Select the Export definition to be deleted, click on delete button.
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6.9 Auto DB Utility Sub-tab Auto DB Utility along with Export Definition makes the periodical Export Definition. While in Export Definition user selects the Meters and parameters, in Auto DB Utility, user can view the general information regarding Export.
The Editing Auto DB can be done through REGEDIT, as shown below. Click on Run on Start Menu. Type REGEDIT in the Edit Box. A screen like the below one appears.
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Now expand the Registry with ‘+’ buttons as shown below.
Now user can edit the entries by double clicking them. For example Export Directory may look like,
The following are the editable parameters in the registry. Auto DB Export Files Enabled:
Auto DB record Purge Enabled: Export Cycle:
Export Files Max Age: Export Directory: Data records Max Age:
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6.10 Tree Configuration Sub-tab Tree configuration is the logical grouping of Meter, Virtual Meter and Cost Centers. Tree Configuration is used for Energy Aggregator Viewer part. User groups the Meters, Virtual Meters and Cost Centers in to different Folders of his convenience. Here each Meter / Virtual Meter / Cost Centers has single appearance. Though a Meter/Virtual Meter is a part of one Cost Center the Mater/Virtual Meter will appear again.
This is how a Tree Configuration looks and Left Side of the Screen is Selection and right side is the Destination. Each Cost Center/Meter/Virtual Meter are moved in between the folders by selecting at the left side and then moving. Folder is a group zero or more Meters, Virtual Meters, Cost Centers and Folder. >> Used to move the selected Folder Meter / Virtual Meter / Cost
Centers from Selection Tree at the left to the Result tree at the right. Select the Folder/ Meter / Virtual Meter / Cost Centers at the left , select destination folder at the right and then press on >> is the way to move the elements from one folder to another. Here the element is Folder / Meter / Virtual Meter / Cost Centers.
Operation: The user can do different operation on Tree Folders other than moving
the elements in between different folders, they are as given below. Create Folder: Create a folder; Select the Create Folder item in the drop down box, type the Folder name below and Submit. New folders will be created as associated to the root. Rename Folder: Select Rename Folder in Operation and the Folder to be renamed at the right side tree type the new name in the Folder Name
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filed and submit. The hierarchy is undisturbed when a folder is renamed. Delete Folder: Used to delete a folder in tree. Select Delete Folder in the operation field, select the folder on right side tree and press on submit button. If a folder is deleted then all the children in the folder will appear as the children of root.
Folder Name: The filed where the filed name to be edited during Folder Creation and
modifications. Submit: Button, which starts the execution of the operations (Create Folder,
Rename Folder and Delete folder) Move an element: An element is Meter or Virtual Meter or Cost center or Folder. Select
the element at left side tree and then select the target in right side tree. Now press on >> button, the element gets moved.
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6.11 Rate Structure Sub-tab
6.11.1 Overview Energy bills are based on utility rate schedules or tariffs that define details of applicable rates and billing determinants. The rate structure tab allows user to define rate schedule and billing report headers required for billing computations and report generation.
(1) Primary Building Blocks (2) Hierarchical Time Of Use Tree
(3) Billing Headers (secondary building blocks)
6.11.2 Define New Rate Structure (left panel) • Select one of the rate structures listed in the “top left list box” and click “New” button. A duplicate
rate structure will be created if you select an existing rate structure and then click “New”. • Edit the “Rate Structure Name” • Select applicable “Utility” • Select “Preference” for data derivation:
• No derivation. All demand related billing determinants would base on average “Demand” values logged during each utility demand interval. All energy related billing determinants would base on “Energy Counter” values logged during each utility demand interval.
• Drive all demand and energy related billing determinants using average “Demand” values logged during each utility demand interval.
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• Drive all demand and energy related billing determinants using “Energy Counter” values logged during each utility demand interval.
• Click “Save” button to save the new or duplicate rate structure. • Build the detailed rate structure using the primary and secondary building blocks. An overview of
building blocks is provided here. Please see following sections for details on creating and associating these components to a selected rate structure.
• Primary Building Blocks (right panel): Primary building blocks or components are used to build the Time Of Use tree. • Billing Components: Defines rates for “Billing / Curtailment”, “Penalty / Rebates”, and
“Percentage (Taxes / Discounts)” application. • Time Components: Defines “Seasons”, “Day Of Use”, and “Time Of Use” periods.
• Hierarchical Time Of Use Tree (left panel):
This tree allows association of primary “Billing Components” with applicable time of use periods using the pre-defined “Time Components”.
• Billing Headers (secondary building blocks): Secondary building blocks are used to define billing report’s row items and any required intermediate computations. Each addition of a new end node of the Time Of Use Tree automatically generate a corresponding default billing header. Use the “Billing Header” button to view default headers or to manually create new (user-defined) headers based on existing headers.
• Steps To Build A Rate Structure: • Step-1: Create inventory of primary building blocks (Time and Billing Components)
using rate structure tab’s right panel selections. • Step-2: Build Time Of Use Tree using left panel selections. This automatically creates
default billing headers. • Step-3: Create new user-defined Billing Headers that are based on existing headers. • Step-4: Repeat above steps 2&3 in an interleaved fashion so all required headers be
generated in desired sequential order of billing report row items. • Step-5: Select billing headers that represent row-items on billing report and determin the
billing-total. • Step-6: Verify the rate-structure by generating a billing report using “Billing Sub-tab” on
the “Viewer Tab”.
Energy A
WARNING: Don’t forget to “Save” the rate structure each time a new component is attached to rate structure.
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6.11.3 Primary Building Blocks Rate structure “Building Blocks” consist of two basic types “Billing Components” and “Time Components”. User can create any number of these building blocks. Once created, the “Billing Components” are associated with relevant “Time Components” in a hierarchical fashion under a “Time Of Use Tree”. It is recommended to create all required primary building blocks (in any chronological order) before you start associating them to a rate structure Time Of Use Tree.
6.11.3.1 Billing Components You can define multiple billing components for application of different charges. These billing components are classified in three categories based on charge application process.
6.11.3.1.1 Billing / Curtailment Rate definition for Billed Energy and / or Demand charge / rebate: Selection of Billing / Curtailment pops up a separate window that allows you to define rates for different energy and / or demand charges that are applicable to main meter. The main meter Billing / Curtailment charges / discounts can be allocated / distributed to all sub-meters under main meter (see Billing Configuration).
• A - Component Type radio buttons “Billing” and “Curtailment” allows to treat the
component as billing charge (+) or discount (-). • B – Rate or Charge Type is defined using combination of the two check boxes
“PROGRESSIVE” and “FLAT”. • B1 – Variable Rate (“MULTIPLE” rate/usage blocks with unchecked “FLAT”):
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Rate varies with usage. The listed blocks specify variable rates (not charges). Calculation of usage charge depends on rate/usage block types. Two types of rate/usage blocks are supported for variable rates. • B11 – Standard Block Rate (“PROGRESSIVE” is un-checked)
One block rate is picked based on usage size and multiplied with usage to determine overall charge (or discount).
• B12 – Segmented Block Rates (“PROGRESSIVE” is checked) Usage is split in to multiple segments based on defined block sizes. Individual segment charge is calculated by multiplying each usage segment with corresponding block rate. All segment charges are then aggregated to determine the overall charge (or discount) for the usage.
• B2 – Fixed Rate (“SINGLE” rate/usage block with unchecked “FLAT”): Rate doesn’t vary with usage. The single block (usage 0 and above) specifies fixed rate (not charge). Charge for usage is calculated by multiplying the single and only rate with the usage. The check box “PROGRESSIVE” does not apply with “SINGLE” rate block.
• B3 – Variable Flat Charge (“MULTIPLE” charge/usage blocks with checked “FLAT”): Flat charge varies with usage. The listed blocks specify variable flat charges (not rates). Calculation of usage charge depends on rate/usage block types. Only first of following two types of rate/usage blocks are currently supported. • B31 – Standard Block Charge (“PROGRESSIVE” is un-checked)
One block charge is picked based on usage size. No multiplication with usage is required. The picked up block provides the flat charge (or discount) for the usage.
• B32 – Segmented Block Charge (“PROGRESSIVE” is checked) (Note: This option is not currently supported) Usage is split in to multiple segments based on defined block sizes. Corresponding block provides individual segment flat charge. No multiplication with segment size is required. All segment charges are then aggregated to determine the overall flat charge (or discount) for the usage.
• B4 – Fixed Flat Charge (“SINGLE” or “NO” charge/usage block with unchecked “FLAT”): The check box “PROGRESSIVE” does not apply with following options. • B41 – “SINGLE” charge/usage block:
Flat charge doesn’t vary with usage. The single block (usage 0 and above) specifies fixed flat charge (not rate). No multiplication with usage is required. The single and only block provides the fixed flat charge (or discount) for the usage.
• B42 – “NO” charge/usage block: Same as specified in above Billing / Curtailment section-B41. The difference is in distribution of this “Single Fixed Flat Charge” to individual sub-meters (cost allocation or tenant billing). (Note: This option can be used for usage independent monthly flat fee or service charges)
• C - Consumption / Usage Block Rate List For Billing / Curtailment: You can define and add rates or charges based on usage size / segment blocks. First block starts from zero (inclusive) and terminate by the specified upper-bound (non-inclusive) value. Unlimited number of blocks can be added in the list. The upper-bound value (of a previous lower block) becomes lower-bound value of the next higher block and is considered included in that higher block. The last and highest block is terminated using an upper bound value “And Above”. In case of single and only usage block use zero as lower bound and “And Above” as upper bound. The lower and upper boundaries may be ignored in case of “Fixed FLAT Charge”.
• D – Usage / Billing Determinant Type:
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• D1 – Energy related charges can be computed using following energy parameters. Make sure that billing meter supports the selected billing determinant. • “Energy – Real (kWh)” • “Energy – Reactive (kVARh)” • “Energy – Apparent (kVAh)”.
• D2 – Demand related charges can be computed using following demand parameters / peaks. Make sure that billing meter supports the selected billing determinant.
Peak (non coincident)
Peak (coincident Sub-meter)
Demand (Real) n/a Demand (Reactive) n/a Demand (Apparent) n/a
• E – Billing Mode: The computed charge can be applied to “Monthly Bill”, “Annual Bill”,
or “Every Bill”. The pre-defined billing period selection (see Viewer Tab) determines if the bill being generated is a monthly or annual bill.
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PRIMARY BUILDING BLOCKS (continued): Billing Components (continued)
6.11.3.1.2 Penalty / Rebates Rate definition for Billed Demand penalty / rebate: Selection of Penalty / Rebate pops up a separate window that allows you to define rates for different demand charges and / or power factor penalties / rebates that are applicable to main meter. Application of “Demand Ratchet” is supported to apply minimum usage limit (100% of ratchet value). The panatelas / rebates can be allocated / distributed to only those sub- meters that have been identified to share main meter penalties / rebates only. (NOTE: Seasonal rate for ratcheted demand is not currently supported.)
• A - Component Type radio buttons “Penalty” and “Rebate” allows to treat the component
as demand penalty (+) or rebate (-). • B – Rate or Charge Type is defined using combination of the two check boxes
“PROGRESSIVE” and “FLAT”. Please see previous section “Billing / Curtailment” for a description and application of these two check boxes.
• C - Usage Block Rate List For Penalty / Rebate: Please see previous section “Billing / Curtailment” for a description and application of “Usage Block Rate List”.
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• D – Usage / Billing Determinant Type: Demand related penalties can be computed using following demand parameters. Make sure that billing meter supports the selected billing determinant.
Peak (non coincident)
Peak (coincident Sub-meter)
Average Load Factor
Demand (Real) n/a Demand (Reactive) n/a Demand (Apparent) n/a Power Factor n/a n/a
• E – Demand Ratchet: Application of “Demand Ratchet” is supported to apply minimum
usage limit. • Ratchet Period:
• From single month up to 24-month duration as defined by following radio button selection.
• Radio buttons: • Cumulative – Ratchet period includes selected number of consecutive
months starting from and including the billing month and all other months just prior to billing month. For example an 18-month period means one billing month plus all 17 consecutive months just before the billing month.
• Non-cumulative – This option is not ready for use (TBD).
NOTE: Following Demand Ratchet Options are not supported: • Specific ratchet periods, such as last calendar year, are not supported. • A minimum demand equal to 100% of ratchet value is currently supported.
Variable percentage of demand ratchet is not supported. • Seasonal rate for ratcheted demand is not currently supported.
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PRIMARY BUILDING BLOCKS (continued): Billing Components (continued)
6.11.3.1.3 Percentage (Taxes / Rebates): Selection of Percentage pops up a separate window that allows you to define % rates that can be applied to any of the above two types of billing components for any other additional charges / rebates / taxes / discounts that are applicable to main meter. These charges / rebates can be allocated / distributed to all sub meters under main meter or only those sub-meters that have been identified to share main meter penalties / rebates depending on the type of the base charge.
• A - Component Type radio buttons “Tax” and “Rebate” allows to treat the component as
charge (+) or rebate (-). • B – Percentage box allows to enter any percent rate.
NOTES: • A Tax node attached to any lower level node under a TOU Tree, apply its
computation to aggregated charge of all sibling billing-nodes. • A Tax node attached to top level of TOU Tree, apply its computation to
aggregated charge of all sibling billing nodes as well as other lower level billing nodes.
• The multiplier option of user-defined Billing Headers computations provides an alternative way of applying taxes.
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PRIMARY BUILDING BLOCKS (continued):
6.11.3.2 Time Components: You can define multiple time components for application of TOU, DOU, Holiday, and Season dependent rates. These time components are used to build a “Hierarchical Time Of Use Tree” that allows association with Billing Components as end nodes.
6.11.3.2.1 Seasons Define any specific seasonal period using the start / end dates. Use the default “Whole Year” when there are no seasonal rates.
6.11.3.2.2 DOU, Day Of Use (Holiday) Use the calendar icon and ADD button to select and add any number of holidays.
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PRIMARY BUILDING BLOCKS (continued): Time Components (continued)
6.11.3.2.3 DOU, Day Of Use (Weekday / Weekend) Define Weekday, Weekend, or any other DOU group. Use the default “Every Day” when there are no DOU rates.
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PRIMARY BUILDING BLOCKS (continued): Time Components (continued)
6.11.3.2.4 Time Of Use (TOU) Define any TOU period. Use the default “24 Hrs” when there are no TOU rates.
• TOU Period Spanning Consecutive Hours: You can create separate time of use
definitions for different time periods using From / To Time (hh:mm) selections. • TOU Period Spanning Non-consecutive Hours: Any TOU definition with single
consecutive hour period can be grouped with other similar pre-defined TOU definitions to span non-consecutive periods. In above screen “RS1_PeakTime2” (period 14:00 to 20:00 hrs) is grouped with “RS1_PeakTime1” (period 7:00 to 10:00 hrs). So “RS1_PeakTime2” effectively spans two non-consecutive periods, that is 7:00 to 10:00 hrs and then 14:00 to 20:00 hrs.
NOTES: • Grouping of TOU definitions with overlapping periods is not allowed. • Make sure that the all TOU definitions attached to a TOU tree do not overlap
each other and that they cover the full 24-hour period. Define a separate TOU period and attach to the tree to cover any left over hours.
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6.11.4 Hierarchical Time Of Use Tree
Top Level: Billing components directly associated at the top level has rates that have no time dependency. Rates defined for these billing components are valid for “24-Hours” of a day, “Every- Day” of the week, and all months of the “Whole-Year”. Time dependent billing components should be associated at inner levels of the time of use tree. • 2nd Level – Seasons: Billing components directly associated to default (Whole-Year) or custom
season are valid only for billing periods that fall under that season. No DOU or TOU rates are applicable for these billing components. • 3rd Level – Day Of Use (DOU): Day of use, such as Holidays and Weekdays / Weekends,
falls under default or custom seasons. Billing components directly associated to default (Every-day) DOU or custom DOU, are valid only for specific DOU and billing periods that apply to parent season node. No TOU rates are applicable for these billing components. • 4th Level - Time Of Use (TOU): Time of use, such as Peak / Off-peak periods, falls under
default or custom DOU. Billing components directly associated to default (24-Hours) TOU or custom TOU, are valid only for specific TOU, parent DOU, and billing periods that apply to parent season node.
Adding / Removing A Node: Expand or collapse the tree by clicking on “+” and “-”. Select an existing node (using check box). Node selection enables the “Select The Type” list box and “Remove From Tree” button. Use the “Remove From Tree” button to remove the selected node and “SAVE” your changes. Use the “Select The Type” list box to select a billing or time component to be attached under the selected tree node. A secondary list box “Select The Bill” and “Add To Tree” button appears allowing you to add the selected billing or time component. Use the “SAVE” button to save your changes every time you add or remove a node.
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6.11.5 Billing Headers (secondary building blocks) Each row item that shows individual charges in generated billing reports has a corresponding billing header that defines how that charge is computed. Users are expected to enter billing header “description” (or row item description) exactly as they want to see it in generated billing report. Users are advised to follow some header naming conventions as these names appear on billing report as charge references.
6.11.5.1 Default Billing Headers The default billing headers are automatically created for each primary billing component that is associated as end-node of the Time Of Use Tree. Click “Billing Header” button located in lower left section of the left panel. User is advised to edit default “Header Name” (prefixed with “DF”) and “Header Description”. It is recommended not to delete a default header. These default headers perform basic rate application defined by corresponding primary billing component.
6.11.5.2 User-defined Billing Headers User can create new headers based on previously generated default headers. User-defined header allows additional computations over and above basic rate application performed by default header(s). User can define new headers that are based on other existing user-defined headers. Computation results of selected user-defined and default headers show up in the generated billing report. Remaining headers are used only for intermediate computations that are not required for inclusion in billing report.
User can define one of two types of computations to be performed by header process. Use “Operand-1” and “Operator” list boxes to select one of existing headers as operand-1 and the operator (+, -, *, Apply) to be applied on the selected operand-1. Selection of “*” or “Apply” operation opens a second “Operand-2” for multiplier. Use right “>>” or left “<<” arrow buttons to
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move or remove the defined operation equation to / from the equation list box. Use left “<<<” button to remove all.
6.11.5.2.1 Aggregation Aggregate (+/-) multiple default and/or user-defined headers with or without a multiplier (*). The above screen shows an example of aggregating 3 default headers with no multiplier. The following aggregation example equation shows 2 (out of 4) headers with a multiplier.
[Example: Header6 = + Header1 - Header2 + (2 * Header4) + (0.5 * Header5)]
6.11.5.2.2 Tax Component Application Select a header as “Operand-1”, select operator “Apply”, and select a “Percentile / Tax / Rebate Billing Component” as “Operand-2”. [Example1: Header7 = Header6 APPLY SalesTax] Where “SalesTax” is a previously defined primary billing component defining 6% tax. As an alternative use the “*” operator of above Aggregate Function [Header7 = + Header6 * 0.06].
6.11.5.3 Billing Header Chronological Sequence Each end node of the Time Of Use Tree automatically generate a default billing header. User can manually create more (user-defined) headers based on existing headers. The interleaved creation of user defined headers while the tree is being built and is not complete yet is important for the sequential order of row items in the generated bill. The sequential order of billing report’s row items depends on the chronological order in which each header (default or user defined) is created. Currently the only way to change this row item order is to scrap or delete the Time Of Use Tree and recreate the tree and user defined headers in chronological order that matches with desired sequential order of row items.
6.11.5.4 Billing Total Not all the default and user-defined headers shows up as row items on the generated billing report. The lower section of “Billing Header” page allows selection of those headers that participate in determining billing total. Move these headers to the right side box (titled “Billing Headers Part Of Total”). Only these right side box headers show up in generated billing report and are aggregated to determine billing total. All other headers that remain in left side box (titled “Billing Headers Not Part Of Total”) are not counted for billing total. These headers are used only for intermediate computations.
NOTE: It is strongly recommended to revisit all the headers for a final check of all descriptions and computation methods / equations once all headers are defined and are ready for billing report generation. This is to make sure that modifications of some independent headers have not corrupted definitions of some other headers that depend on independent headers.
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6.12 Billing Configuration Sub-tab Billing configuration defines main-meter and sub-meter relationship and associated rate-structure to facilitate generation of billing report for the whole facility in 3 simple steps. Meters are classified in to 3 categories. • Main-meter: The single meter that is billed by utility company. • Sub-meters that participate in penalties: These are sub-meters that share all main-meter charges
including main-meter penalties. • Other sub-meters: These are sub-meters that share all main-meter charges excluding main-meter
penalties.
Existing Bills: All pre-defined billing configurations are listed in this box. The user selects the Billing Configuration for modification and deletion. Bill Name: User can edit the Bill Name here during the modification and creation of a Billing Configuration. It is a unique field. Rate Structure: User selects the Rate Structure here during the creation and modification of the Rate Structure; the Utility field entry is made automatically with respect to the Rate Structure selected. Bill Description: Filed for Description, not a required field. Utility: Non-editable, Utility field entry is made automatically with respect to the Rate Structure selected.
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Main Meter: There can only one meter for this field. This Meter should follow all the Rates and penalties of the Rate Structure. It can be a Meter or a Virtual Meter. Participants in Penalties: Group of meters those are part in penalties along with the Main Meter. Others: The group of meters they are part of billing, but not part of penalties. New: A new rate structure is created with this button. While creating a derived Rate structure, select the original Meter and press on New. The non-derived Rate Structure is created with, by selecting Select Billing Configuration and the click on New. Delete: Select the Billing Configuration to be deleted, and press the Save: Saves the modified / Created Billing Configuration. Global Billing parameters: Billing is done either on Energy consumption or on demand, the selection is common for all.
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6.13 Enterprise Sub-tab Each Energy Aggregator site transfers the Data to its Enterprise site. The Data transfer is periodically. There are two modes of data transfer; they are (a) Selected Meters and (b) All Meters, Virtual Meters, Cost Centers etc. At the left side of the screen the user selects the Data Transfer type and Meters to transferred and at the right side user defines the period of transfer, name of the node etc.
Select All: Using this button, user can select all the components of Remote Site for Data transfer to Enterprise site. De-Select All: User can remove the selections made with Select All and Select All Meters with this button. Select All Meters: By pressing this button user can restrict the Enterprise data transfer only for Meters, Utilities and Rates Structures. In this case all the Utilities, All the Rate Structures and selected Meters will be transferred. User can make the selection/de-selection before the saving of the data. Site Name: Site name is a unique id for every site under an Enterprise Site. Every remote site element (Meter, Virtual Meter, Cost Center etc) will appears with site name followed by ‘/’ at Enterprise site. The entry for Site Name is once for ever and cannot be changed later. Export Frequency: The time period in between each data transfer is determined by this entry. We have two entries for period selection, one is type and another one is quantity. The period type is Hour, Day, Month and quantity is 1 to n. If we select Day, 7 the period in between two consecutive data transfer will be 7 days.
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Start Date & Start Time: It indicates the time of oldest transfer utility will consider for transfer. Usually transfer utility transfers all the data logged since the last Data Transfer, but the log is older (than the Start Date) it will not be transferred. Unsent Data Export Start Time: It gives the time of the latest record that has been successfully transferred to Enterprise site. Enterprise URL: URL of Enterprise site. Proxy Server Address: Proxy Server address. Start Export /Stop Export: This button enables/disables the Data Transfer. Save: Saves the modifications into the database.
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6.14 Manual Data Edit Sub-tab Manual data edit feature allows users to correct suspected data or fill data holes for a selected physical meter. Select the Time period and Meter name to display the suspected data intervals. You will be able to edit the values for all the parameters available.
• You will not be able to edit the future dated values. • If you have edited a value, and the Meter retrieves the data later, the meter data will overwrite over
your edited data. • You will not be able to edit the values for Virtual Meter or Cost Center. • You will be to edit only one meter at a time. • The period of time selected is the meter demand time and not the database recorded time • Depending on the Quality/Color Code the data from the database will be displayed in that color in
the edit fields on the screen. • For any edited data in one row after saving complete row data will change to blue color indicating it
was edited through manual data edit screen • You will be able to edit at one time only data for one meter and for a maximum time period of 24
hours only.
Meter defined : All the configured Meters appear in the combo box. User should
select a meter for which the data has to be retrieved. Meter Name : This shows the selected meter name
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From date and time : This field enables you to select the start date and start time . It has Start Date, Hrs and Mins Section.
Start Date : This shows the date selected from the calendar control Hrs: Used to select the start hours from when the data has to be displayed. Mins: Used to select the minutes from the when the data has to be displayed.
To Time : This is used to select the end time in hours and minutes. It has
Hrs., Mins section under it. Hrs. To select the end hours till when the data has to be
displayed. Mins: Used to select the minutes till when the data has to be
displayed. Get Data : This button is used to get the data from the data base. After
selecting the meter, start date time , end time click on this button it displays the data for the selected meter in tabular form.
Save : This button is used to save the Data. After editing the data to
save the data click this button. It saves and refreshes the screen with the new data with new quality status color.
Following is the list of Quality/Color codes:
Quality/Color Code
Description Color Comment
0 OK BLACK For the correct data. 1 MISSING RED For missed data 2 MISSING_NOW_OK BLACK Previously missed but now got correct data from the
device. 3 SUSPECT ORANGE For suspected data. 4 MANUAL_ENTRY BLUE Data has been changed by the user in CAM Viewer 5 COMPUTED GREEN Data computed by the virtual meter. >=6 GREY For any other type of data
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7 Reports Tab
The Energy Aggregator Reports allows the user to: • Configure reports for automatic generation at regular intervals and view previously generated reports
(Automatic Report Configuration). • View billing determinants and export to MS Excel for external billing computations (Billing
Determinants).
7.1 Automatic Report Configuration Sub-tab This enables you to get the reports with minimal steps. You will configure the required reports once and will get the reports together with a single action click/selection. The reports are in html file format. You can save the reports in .CSV file format by a single click on export button on the report. The following types of reports can be generated Automatically.
1. Energy Bills 2. Billing Determinants
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Automatic Reports defined : All the configured Reports appear here. When a Report is to be Created/Modified/Deleted the selection is to be made here.
Automatic Report Name : At the time of creation /modification of a Report user will
enter a name here. Otherwise it shows the name of selected Report.
Description : A description about Report. Report period type :This shows the period of time to generate report. You can
select the report period as weekly report, monthly report or a yearly report.
Start Period : This indicates the starting period of the report. The
If the report period type is weekly - start period displays Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday. The report will be generated on the selected date. If the report period is Monthly – start period displays January, February, March, April, May, June, July, August, September, October, November, December. The report will be generated in this month. If the report period is Annually – start period displays January, February, March, April, May, June, July, August, September, October, November, and December. The report will be generated in this month.
Report Type : This information indicates the type of report i.e.
If the report is of type Energy Bill or Billing Determinants Type.
Billing Configuration : This gives the name of bill selected as part of the report. The
selection box here displays the entire set of bills configured in billing configuration. This is a mandatory field. The report will be generated for meters configured in the bill.
Rate Structure : This gives the name of Rate Structure to be selected or
displays the rate structure configured for a report. If no rate structure selected then the rate structure assigned in bill will be used for report generation else the rate structure from this screen will be overridden for rate structure in bill.
Billing Determinants Configuration This section is enabled when Billing Determinant is selected in Report Type. This shows all the configured billing determinants along with their function types and billing determinant types. Billed Energy : This is checked if a report to be generated for energy based
parameters. Billed Demand : This is checked if a report to be generated for demand based
parameters. With this option there are three function types associated Average, Peak and Load Factor. The Select Demand Parameters lists Demand Real, Demand Apparent, Demand Reactive.
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Power Factor : This is checked if a report to be generated for Power Factor. With this option there are function types associated Average, Peak. The Select Power Factor Parameters lists Power Factor.
Note: All the above three types can be added one after the
other to the list under section Selected Parameters. New There are two methods to create a Report. One is by derivative method and another is non-derivative method.
In derivative method first keep the selecting index on any existing Report names and press NEW button. In this method you will have default entries in all the fields, which derived from the selected report. Here you will get the default name for the new one and you may change the name of new report and also modify the complete report type. Click on Save Button to save the new report.
In another method keep the selecting index on “ <-Select Report ->“ and press NEW button. You will get empty fields in that form. Enter values in those fields. Click on Save Button to save the new report. Delete : To delete a Report select a Report from the Reports defined
selection box and click on delete button. A confirmation message “Do want to delete Report?” appears if you wish to delete it then select ok or cancel to cancel the delete operation.
Modify : To modify a Report select a Report from the Reports defined
selection box, all the entries will be displayed on all the fields and modify them click save button to save the modified report.
Reports Generated : For the selected report in reports defined, its corresponding
reports are displayed in this list box. When user selects a report in this it is opened with an export button on that screen, and when clicked on export button it saves the appearing report in .CSV file format.
All these reports can be found at \\GE_PMCS\AGGREGATOR\ARGReports\ folder of the PC where Energy Aggregator is installed.
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7.2 Billing Determinants Sub-tab The parameters like peak Demand with Date Time, Energy Consumption, PF, Min Values (Energy, Demand, PF etc), Max Values (Energy, Demand, PF etc), Average Values (Energy, Demand, PF etc) and Load Factor etc are the basic parameters for Energy Billing.
Below the Meter tree, the user sees a number of input controls. Here user input various data required for the production of billing determinant. Period: Here user can create his own period or modify an existing defined period. If he selects
a period from already defined periods then dates will be automatically put in Start Date and End Date text boxes, otherwise he can create a new one by first selecting custom and then entering Start Date and End Date.
Bill: With this user selects a Bill already configured in the Configuration part. Rate Structure: Here flexibility is given to the user to select a new Rate Structure in spite of a rate
structure associated with the selected Bill. Billed Parameter: User can select a parameter for which he wants the Billing Determinants among a
number of parameters. The user has to be configured the required parameters from the below combinations in order to generate Billing Determinants Report. Initially user has to select the required meters from the displayed list of meters which he/she want the data by clicking on the checkboxes adjoining with the name of the meters and select the time period along with Billed parameters, in order to generate Billing Determinants Report. The user can select more than one meter at a time.
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If the user selects Bill from the list of bills along with time period, the Billing Determinants Report will be generated irrespective of meter selection from the meter tree. Because Billing Determinants report will be generated based on the meters, which are configured to the bill selected. If the user selects one Rate structure from the list of rate structures along with bill, billed parameters and time period, the Billing Determinants report will be generated based on the bill selected and selected rate structure. Because the selected rate structure will be override by the rate structure which has configured along with the selected bill. If the user neither selects bill nor rate structure, the report will be generated with default rate structure. The Billing Determinants Detailed Report will be mainly having Time Period, Rate Structure along with the Bill name, if the Bill selected. This Report will consists of information about the meter like meter name, meter type and meter Description/ location. The consumption value in units will be displayed in chronically according to the Billed Parameters with respective of rate structure. This report will also have the Peak value at for displaying the peak demand consumption with time stamp. The Billing Determinants Summary report will consists of Time Period along with bill, if the bill selected. The consumption values will be displayed in chronically according to the meter name with Energy, Demand and power Factor. In Billing Option user can choose whether he wants the Billing Determinants in Detail or Summary. New Window option is also given for someone who wants to see the Billing Determinants in a separate window. If you select some Bill parameters, time interval, rate structure, meters and then click on Billing Determinants button, you will get the similar result as following. With the Save Bill button you can save the Billing Determinants and see in future other wise you can also take printout of it by clicking on “Send To Printer” button.
At the bottom of the last figure, you see some unfilled text boxes and disabled buttons. When you save the billing determinant all the boxes will fill up with the information like Date Created and Period Covered. You can also write description of the Billing Determinants in the Bill Description text box.
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With Display Bill and Delete Bill buttons you can display and delete the selected billing determinants respectively. With the Update Description button you can change the Bill Description and save it with Save Changes button. In order to export the Billing Determinant report into .CSV format, the user has to click on Export icon that is placed on top right corner of the page after Bill was generated successfully.
Exported files can be found at \\GE_PMCS\AGGREGATOR\ARGReports\ folder of the PC where Energy Aggregator is installed.
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8 Viewer Tab
The Energy Aggregator Viewer allows the user to examine energy and other logged parameters in both tabular and graphical forms. Data from physical Meters, Virtual Meters and Cost Centers can be viewed. The data from Meters are stored in the database. The data from Virtual Meters and Cost Centers are computed only for viewing purposes. In addition to viewing the logged Data, Energy Aggregator Viewer provides the peak Demand value; ability to export data from Meters, Virtual Meters and Cost Centers to comma separated variable (*.csv) files.
The Viewer Tab is a 4-pane window. Top right pane is for tabular / graphic report display. Bottom right pane displays statistical values. Top left pane shows meter / folder tree. And bottom left pane has 3 sub- tabs and various other selections.
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8.1 Data View Sub-tab Data View shows the values either as graph or as table for selected Meter, Virtual Meter or Cost Center. Select the meter, Virtual Meter, Cost Center in the tree, make the configurations in the Data view Window and Click on Create Graph. The Graph or Table will get generated. Refer Viewer Introduction for more details on
Tree Configuration: Select a folder, Meter, Virtual Meter Cost Center etc. for data
display. Folder selection means selection of the meters under that folder.
Aggregate: Allows displaying aggregated data of all the selected meters.
Aggregation of Energy counter values is not currently available.
Overlay: Overlay allows superimposing all graphs in one window to
facilitate graph comparison. Period and Start Date, End Date: Select pre-defined periods using the drop down list box. Or
use the calendar icon to pick “Custom” period. Sync Dates: This check box allows synchronizing the selected period
across the three sub-tabs. That is the “Billing”, “Data View”, and “Peak Demand View” tabs will have the same selected period.
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Resolution: The data display interval (lowest is as-metered-interval) New Window: The graph / table gets generated on a new popup window. Create Graph: Creates the graph or table based on user’s selections.
(NOTE: Mouse-over any data point lets you see the value of that data point. The Data value and Data time of the point is displayed in the status bar of the Browser)
Graph Options:
Line Chart: The data will be represented as line plot. Magnitude in Y-axis and time in X-axis.
Bar Graph: data displayed in bar chart. Tabular View: Data will be available in tabular form.
Maximum of 8 graphs can be displayed in Table View, Overlay. Time interval for which the data can be displayed is limited to Two years. In Tab le View Aggregate the time interval for which the data can be aggregated is limited to Two Years.
Graph View: This one for the visual resolution of the Line chart
representation of data. Compressed View: With this the entire time span is shown on the screen. In compress view