operation and maintenance manual om 1241 - daikin applied...operation and maintenance manual...

OM 1241Group: ControlsPart Number: 910166134Date: June 2015

Operation and Maintenance Manual

Intelligent Equipment® for Daikin Applied Trailblazer® Air-cooled Scroll Chiller

Models: AGZ-D and AGZ-E

OM 1241 • INTELLIGENT EQUIPMENT 2 www.DaikinApplied.com

Table of ConTenTs

Table of ConTenTs

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Revision History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Reference Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Limited Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Product Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Hazard Identification Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Recognize Safety Symbols, Words and Labels . . . . . . . . . . . . . . 3

Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Initial Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Subsequent Login . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Technician Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

User Profile (1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

System Messages (2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Create a Site (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Edit Site Name (4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Add Sub-sites or Units (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Delete a Site (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Site Messages (7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Quick View (8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Alarm Status indicator (9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Share Whole Hierarchy (10). . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Details (11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Unit Dashboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Change Time Zone (A) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Refresh (B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Alarm Log (C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Subscription Status (D) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Overview Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Upcoming and Past Due Maintenance. . . . . . . . . . . . . . . . . . . . 25

Overview Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

IE Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Equipment Documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Unit Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

About Chiller. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Power Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Circuit 1 Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Compressors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Pressures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Temperatures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Circuit 2 Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Compressors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Pressures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Temperatures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Evaporator Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Pumps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Maintenance Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Maintenance Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Log Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Order Parts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Controls Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Setup Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Network Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Setpoints Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Reports Screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Customer Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

User Profile (1) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

System Messages (2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Create a Site (3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Edit Site Name (4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Add Sub-sites or Units (5) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Delete a Site (6) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Site Messages (7) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Quick View (8) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Alarm Status Indicator (9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Share Whole Hierarchy (10). . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Details (11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

Site Dashboard. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Building Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Setup Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

HVAC Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Building Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Weather . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Comfort Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Sustainability Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Equipment Metrics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Financial Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Performance Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

ENERGY STAR® . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

InTroduCTIon

www.DaikinApplied.com 3 OM 1241 • INTELLIGENT EQUIPMENT

InTroduCTIon

Revision HistoryLiterature Number Release Date ActionOM 1241 June 2015 Initial release

Reference DocumentsNumber Company Title Source

IM 1240 Daikin Applied Installation Manual www.daikinapplied.com

Limited WarrantyConsult your local Daikin Representative for warranty details. To find your local Daikin representative, go to www.DaikinApplied.com.

Product DescriptionThe Intelligent Equipment™ solution by Daikin provides facility and equipment management, monitoring, control, analysis, and decision-making via a secure, cloud-communicating machine-to-machine gateway that captures, analyzes and delivers building and equipment information, and third party content (i.e. - weather, utility, and CRM data), to a user device (smart phone, tablet, etc.) via wireless (Wi-Fi, cellular) or local area network (LAN) connection.

The Intelligent Equipment solution consists of two elements: the hardware components on each unit necessary to deliver power and other data to the cloud, and the Software as a Service (SaaS) subscription necessary for retrieving that information from the cloud. Intelligent Equipment provides real-time power monitoring of the site and individual equipment.

The user can view unit statuses, modes, temperatures, pressures and setpoints, and make adjustments to modes, schedules and temperature setpoints. Messages and alarms can be viewed, acknowledged and cleared. User accounts are role-based, and user interaction, including setpoint changes and clearing of alarms, is logged for later reporting. System updates can be delivered automatically from the cloud. Built-in trending tools provide easy access to unit performance history.

The subscription-based SaaS is available with a Customer View, geared toward site asset management, and a Technical View, geared toward monitoring and controlling individual units. Hardware components consist of: one Machine to Machine (M2M) Gateway, one Energy Management Module (EMM), one or two Antennas, and three Current Transformers (CT’s).

Hazard Identification MessagesRecognize Safety Symbols, Words and LabelsThe following symbols and labels are used throughout this manual to indicate immediate or potential hazards. It is the owner and installer’s responsibility to read and comply with all safety information and instructions accompanying these symbols. Failure to heed safety information increases the risk of property damage and/or product damage, serious personal injury or death. Improper installation, operation and maintenance can void the warranty.

CAUTIONCautions indicate potentially hazardous situations, which can result in personal injury or equipment damage if not avoided.

Static sensitive components . Can cause equipment damage.

Discharge any static electrical charge by touching the bare metal inside the control panel before performing any service work. Never unplug cables, circuit board terminal blocks, or power plugs while power is applied to the panel.

WARNINGWarnings indicate potentially hazardous situations, which can result in property damage, severe personal injury, or death if not avoided.

DANGERDangers indicate a hazardous situation which will result in death or serious injury if not avoided.

Electric shock hazard . Can cause personal injury or equipment damage .This equipment must be properly grounded. Connections and service to the MicroTech III Chiller Unit Controller must be performed only by personnel knowledgeable in the operation of the equipment being controlled.

NOTICEThis equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with this instruction manual, may cause interference to radio communications. It has been tested and found to comply with the limits for a Class A digital device, pursuant to part 15 of the FCC rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his or her own expense. Daikin disclaims any liability resulting from any interference or for the correction thereof.


logIn

logIn

Initial LoginUpon being given access to one or more Daikin Applied units, the user will receive an e-mail directing him or her to login to the system for the first time (Figure 1). Clicking the link in the e-mail notification brings the user to a webpage prompting to create a password (Figure 2). The password should be entered, then confirmed. Clicking the ‘Save’ button sets the new password.

Figure 1: E-Mail Invitation

Figure 2: Setting a password at initial login After saving the newly created password, the user is prompted to select the desired user role for access (Figure 3). Users can be provided with any of four roles: Customer, Customer Administrator, Technician, and Technician Administrator. Roles are assigned by an equipment administrator based on the subscription plan purchased and the level of access desired for individual users. The difference between a standard user role and an administrator user role is that administrators can invite other users and assign them to specific equipment. An equipment administrator cannot assign a role for which the subscription was not purchased. In short, if only the Customer subscription plan was purchased for a unit, users assigned to that unit will only have access to the Customer and/or Customer Administrator roles.

Figure 3: Choosing a User Role

logIn


On only the first login to a particular site, the user is asked to confirm their Account Information (Figure 4). All information should be verified, and modified as necessary. Some fields, noted by a red asterisk, are required, and must have data entered before proceeding. Clicking, ‘Confirm’, takes the user to the Site List for the particular site.

Figure 4: Confirm Account Information

When first assigned, all units accessible by the user are grouped as, ‘Unassigned’ (Figure 5). This indicates that the individual user has not assigned them to any site. The user should create a new site, then associate the unit to the site. See the “See Technician Administrator on page 6” and “See Customer Administrator on page 36” sections for details on managing sites. These sections also provide all instructions relevant to each of these roles.

Figure 5: All units Unassigned

Subsequent LoginFor subsequent logins, the user only need open a browser and enter the web address for the Intelligent Equipment site. As with the initial login, the user will be prompted to select a user role for access. See the “Technician Administrator” and “Customer Administrator” sections for details on managing sites. These sections also provide all instructions relevant to each of these roles.


TeChnICIan admInIsTraTor


SitesAfter logging into the Intelligent Equipment site using either the Technician or Technician Administrator role, the User Interface (UI) will display the Sites Screen (Figure 6), which is a listing of all sites associated with the user. From this screen, individual site messages are shown, general site information, including a list of units, becomes available by clicking on the Quick View button, and more detailed site information becomes available by clicking the ‘Details’ button. This page also provides the opportunity to add a site to the current hierarchy by clicking the ‘Create Site’ button; see section titled, “Creating a Site”.

It is important to note that there are two types of sites available: ‘My Sites’ and ‘Shared with me’. The user has control over the naming, structure, and sharing of the sites listed under ‘MySites’. The sites listed under ‘Shared with me’ (Figure 7) were shared with the user by another user, and, therefore, cannot have their names or structure changed by the shared user. In addition, the shared user cannot subsequently share the site(s) with others. Total control of shared sites remains with the sharer.

Figure 6: Site List

Figure 7: Shared With Me

1 2

3

4

5

6

7 8 911

10



User Profile (1)The User Profile button indicates the name of the current user, and the role that was chosen for the current login. Clicking the button reveals a list of actions associated with managing a user’s profile (Figure 8).

Figure 8: User Profile list of actions

Administration – If logged in as a Technician Administrator, this selection allows the user to provide other users access to specific units. Making this selection reveals a ‘Units’ submenu. Clicking the ‘Units’ submenu opens the Units Overview screen, which lists all units to which the current user has access (Figure 9).

Figure 9: Units Overview screen



To provide a user access to a specific unit from this list, click the ‘Invite User’ button. This displays the ‘Invite User’ screen, which prompts the administrator to enter an e-mail address for the new user. After entering the e-mail address, clicking the search button to the right of the field begins a search for the user within the database. If the user does not exist in the database, a prompt appears asking to add the new user (Figure 10).

Figure 10: Prompt to create a new user

The next screen allows the administrator to define the new user’s access to one or more units (Figure 11). Remember that ‘Admin’ access allows the user to invite other users to a particular unit. Once all units and roles have been selected, clicking the ‘Submit’ button finalizes the process. The new user will receive an email notification of the newly granted access.

Figure 11: Assign Units and Roles



Reports –Selecting ‘Reports’ displays a list of available reports. Once a report type is selected, the screen displays several configurable parameters used to customize the report. In the case of an Operational Activity and Settings Change Report (Figure 12), the user can filter the display by user, unit, action (such as login, setpoint changes, etc.), and site. The user can also filter by a specific date range, using the ‘Time Period’ configuration box. By default, all activity is displayed. By clicking the ‘Export” button, the user can generate a comprehensive list of all user activity and export the report in Comma-Separated Values (.csv) format.

Figure 12: Operational Activity and Settings Change Report



Profile –Selecting ‘Profile’, under the User Profile button, displays Account Information (Figure 13) and allows for changing personal information, address information, organizational information, and passwords. After making the desired changes, the ‘Save’ button must be clicked before they take effect.

Figure 13: Account Information



Settings – Selecting ‘Settings’, under the User Profile button, allows the user to choose English or Metric units of measure for display within the User Interface. Changes do not take effect until the “Save’ button is clicked.

Selecting the ‘Alarm Schedule’ tab allows the user to set schedules for when alarms will be received for their user account. The user can select from the default settings, or create a new schedule. Once the ‘Create New Schedule’ button is clicked, the user chooses a name for the schedule, when each category of alarms will be sent, and which units will use the new alarm schedule (Figure 14). After entering the needed information, click ‘Create’.

Selecting the ‘Alarm Escalation Rules’ tab allows the user to create alarm escalation rules for sending alarm notifications to e-mail addresses. The default escalation rule does not send alarm notifications. To create a new alarm escalation rule, the user clicks the ‘Create New Rule’ button, then provides a name for the rule and selects a unit. After this, the user selects the escalation parameters for each category of alarm, and a target e-mail for each escalation rule (Figure 15 on page 12). Once these settings have been made, clicking the ‘Create’ button completes the process.

Selecting the ‘Maintenance Schedules’ tab allows the user to select the maintenance schedule to apply to their units. The user can choose to apply the same schedule to all units, or apply different schedules (Figure 16 on page 12). Once the desired settings are made, clicking the ‘Save’ button applies them to the units.

Figure 14: Alarm Schedule



Figure 15: Alarm Escalation Rules

Figure 16: Maintenance Schedule



Change Role – Selecting ‘Change Role’, under the User Profile button, allows the user to switch between available roles for their account (Figure 17).

Figure 17: Change User Role

Log Out – Selecting ‘Log Out’, under the User Profile button, logs the user out of the current session, and returns them to the Intelligent Equipment start page.

System Messages (2)Clicking the ‘Messages’ button lists the most recent messages and alarms for all units to which the user is assigned (Figure 18). The button itself indicates the number of unread user messages. The user is provided the option to click a link to view the target unit.

Figure 18: System messages



Create a Site (3)Clicking the ‘Create Site’ button allows the user to create and structure sites. The initial screen prompts the user for a site name, and allows them to decide whether to add a unit or create sub-sites (Figure 19). Sub-sites are not necessary, but may prove useful when a site consists of multiple buildings or campuses. Clicking in the ‘Unit’ field will display a list of available units from which to select. After all desired units are selected, clicking the “Create Site’ button will take the user to the dashboard for the newly created site, displaying a list of all units assigned to the site.

Figure 19: Creating a Site



Edit Site Name (4)Clicking the ‘Edit Site’ Name button allows the user to make changes to the site name after initial creation. The user can edit the name, as desired, then click the green check mark to accept the changes, or the red ‘X’ to reject the changes (Figure 20).

Figure 20: Editing Site Name



Add Sub-sites or Units (5)Clicking the ‘Create Sub-site’ button allows the user to add sub-sites or units to a previously created site (Figure 21). When clicked, the screen display fields for adding units or three sub-sites, however, more can be added using the plus sign icon above the Save button. After all desired sub-sites are added, clicking the ‘Save’ button, takes the user to the new list of sub-sites.

When returning to the Site List, a folder icon is indicated next to the Site name, indicating that the site now has sub-sites (Figure 22). Clicking this folder icon opens the list of sub-sites.

When wanting to add units, the user clicks in the ‘Units’ field to select from a list of units assigned to the user. Units will only be available if there are unassigned units with the same address as the site. Once the unit(s) are added, clicking ‘Save’ will add them to the unit list for the site.

Figure 21: Adding Sub-site(s) or Units

Figure 22: Folder icon indicating sub-sites



Delete a Site (6)Clicking the ‘Delete Site’ button allows the user to remove a previously created site. When clicked, a confirmation message appears, thereby preventing accidental deletion (Figure 23).

Figure 23: Delete Site confirmation

Site Messages (7)Clicking the ‘Site Messages’ button reveals a list of messages associated with the site. (Figure 24). Clicking the button a second time will hide the message list.

Figure 24: View Site messages



Quick View (8)Clicking the ‘Quick View’ button reveals a list of units associated with the site, along with the alarm state and unit status for each of the units (Figure 25). Subsequently, clicking the ‘Unit Name’ opens the Unit Dashboard for that unit; see section titled, “Unit Dashboard”, for more details.

Clicking the ‘Change Columns’ link within “Quick View” allows the user to select the columns that appear (Figure 26). “Unit Status” and “Alarm Status” cannot be modified, but the user can choose up to 6 more data fields using the ‘Add New Column’ button. Once all fields are selected, clicking the ‘Save’ button adds them to the ‘Quick View’ table.

Figure 25: Quick View

Figure 26: Change Columns



Alarm Status indicator (9)The Alarm Status indicator informs the user of alarm status for the Site. Placing the pointer over the icon indicates any active alarms (Figure 27).

Figure 27: Alarm Status indication

Share Whole Hierarchy (10)The ‘Share Whole Hierarchy’ button allows the user to share a hierarchy with another user. The user must type an e-mail for the user with whom the hierarchy will be shared, and select whether the shared user will be an administrator. If the shared user is not selected as an administrator, all control of editing remains with the sharer. After entering the desired e-mail address, clicking the ‘Save’ button adds the shared user. Multiple users can also be added at one time, by clicking the ‘Add’ (plus sign) button before clicking ‘Save’. If the shared user’s e-mail does not already exist in the Intelligent Equipment system, the user is prompted to choose whether to add them as a new user within the system (Figure 28). Shared users will be notified by e-mail of the hierarchy that was shared.

Figure 28: Site Sharing Confirmation



Details (11)Clicking the ‘Details’ button provides a list of units associated with the site. For each unit within this list, the user is presented with “Messages’, ‘Trend View’, and ‘Alarm Status’ icons. Clicking the ‘Trend View’ button for a specific unit displays a number of unit operating and trend parameters (Figure 29). Data can be viewed for the current hour, day, month, or year by clicking the appropriate button. Clicking the ‘Customize’ button enables the Start and End Date fields, allowing the user to enter a trend for a specific date range (Figure 30). The default trend displays Evaporator Leaving Water Temperature, Evaporator Entering Water Temperature and Actual Capacity but more data points can be added to the graph by clicking the ‘Change Data Trends’ button, then selecting the desired additional points (Figure 31). Selecting the ‘Graphs’ button also allows the user to select from a pre-defined set of graphed points. Clicking the ‘Quick View’ button a second time collapses the display.

Figure 29: Operating and Trend Parameters



Figure 30: Specific Date Range Trend

Figure 31: Additional Trend Point Selection



Unit DashboardThe Unit Dashboard (Figure 32) allows the user to view current unit status, review the unit alarm log, modify unit setpoints and control, and monitor unit live data. Screen content is driven by button selections on the left of the User Interface (UI). The initial screen provides a comprehensive unit overview, with other buttons allowing the user to choose information specific to the condenser circuits, evaporator, maintenance recommendations, and unit controls. Not all button categories apply to all units.

Figure 32: Unit Dashboard

Change Time Zone (A)Clicking the ‘Change Time Zone’ button allows the user to select the appropriate Time Zone for the unit, and whether to have the time automatically adjust for Daylight Savings (Figure 33).

Figure 33: Change Time Zone

Refresh (B)Clicking the refresh button reloads the current display with updated data.

A B C

D



Alarm Log (C)The “Alarm Log” header lists the highest priority active alarm. Clicking the ‘Alarm Log’ button allows the user to review the entire list of active and recent unit alarms (Figure 34). Each alarm provides a Date, User Name (if it was acknowledged or cleared), Alarm Type, and Alarm Status. If an alarm is no longer active and has been acknowledged, its status will show as, “Clear”. If an alarm is still active, but has been acknowledged, its status should read, “Acknowledged”. Clicking the ‘Unit Details’ link returns the user to the Unit Dashboard.

Clicking the ‘Acknowledge’ button acknowledges whichever alarm is currently selected in the alarm list. Clicking the ‘Send Message’ button allows the user to send an e-mail notification to one or more e-mail addresses (Figure 35). In addition, clicking the ‘Change’ button for Alarm Escalation Rules allows the user to select a set of rules described in the “User Profile” section of this document.

Figure 34: Alarm Log

Figure 35: Send Message dialog box Subscription Status (D)This section indicates the current subscription status for the unit.



Overview ScreenWith the Overview button selected, a unit graphic is displayed (Figure 36). The user can monitor live unit status, temperatures, capacities, power, and maintenance. NOTE: The unit graphics are specific to the unit being viewed,

so may differ from the images shown in this manual.

Figure 36: Overview screen



Upcoming and Past Due MaintenanceA description of upcoming and past due maintenance is displayed beneath the unit graphic.

Overview InfoThe ‘Overview Info’ button is selected by default and displays the unit graphic.

IE DocumentsClicking the ‘IE Documents’ button provides a list of manuals for the IE hardware and software, along with hyperlinks to access these documents in the cloud.

Equipment DocumentsClicking the ‘Equipment Documents’ button provides a list of manuals specific to the unit model, along with hyperlinks to access those documents in the cloud (Figure 37).

Figure 37: Document List

Unit OverviewClicking the ‘Unit Overview’ header expands a list of current unit parameters, including Chiller Status, Chiller Capacity, Setpoints, and Evaporator Temperatures. Clicking the header a second time will collapse the list.

About ChillerClicking the ‘About Chiller’ header provides the Unit GO (General Order) Number and Serial Number. Clicking the header a second time will collapse the list.

Power UsageClicking the ‘Power Usage’ header expands a list of current power-related operating parameters, including Meter Power, and Hourly, Daily and Weekly Power usage. Clicking the header a second time will collapse the list.



Circuit 1 ScreenWith the ‘Circuit 1’ button selected (Figure 38), a unit graphic is displayed. The user can monitor live circuit and compressor status, temperatures, and pressures.

Figure 38: Circuit 1 screen

CompressorsClicking the ‘Compressors’ header expands a list of several current compressor operating parameters, including Status, Run Hours, Starts, Cycle Time, Last Start and Last Stop for all compressors on the circuit. Clicking the header a second time will collapse the list.

PressuresClicking the ‘Pressures’ header displays the current Evaporator and Condenser refrigerant pressures for Circuit 1. Clicking the header a second time will collapse the list.

StatusClicking the ‘Status’ header expands a list of several current circuit operating parameters, including Circuit Mode, Circuit Status, Fan Stage, VFD output, and Circuit Capacity. Clicking the header a second time will collapse the list.

TemperaturesClicking the ‘Temperatures’ header expands a list of current temperatures for the circuit, including Suction Temperature, Approach Temperature, Saturated Refrigerant Temperature, and Superheat Temperature. Clicking the header a second time will collapse the list.



Circuit 2 ScreenWith the ‘Circuit 2’ button selected, a unit graphic is displayed. The user can monitor live circuit and compressor status, temperatures, and pressures.

CompressorsClicking the ‘Compressors’ header expands a list of several current compressor operating parameters, including Status, Run Hours, Starts, Cycle Time, Last Start and Last Stop for all compressors on the circuit. Clicking the header a second time will collapse the list.

PressuresClicking the ‘Pressures’ header displays the current Evaporator and Condenser refrigerant pressures for Circuit 2. Clicking the header a second time will collapse the list.

StatusClicking the ‘Status’ header expands a list of several current circuit operating parameters, including Circuit Mode, Circuit Status, Fan Stage, VFD output, and Circuit Capacity. Clicking the header a second time will collapse the list.

TemperaturesClicking the ‘Temperatures’ header expands a list of current temperatures for Circuit 2, including Suction Temperature, Approach Temperature, Saturated Refrigerant Temperature, and Superheat Temperature. Clicking the header a second time will collapse the list.

Evaporator ScreenWith the ‘Evaporator’ button selected, a unit graphic is displayed (Figure 39), and the user can monitor evaporator pump status and run hours.

PumpsClicking the ‘Pumps’ header displays the status and run hours for Evaporator Pumps 1 and 2, along with the current setting of the evaporator recirculation timer.

Figure 39: Evaporator screen



Maintenance ScreenWith the ‘Maintenance’ button selected, the user can view past due and upcoming maintenance, log maintenance activity, and order parts (Figure 40).

Figure 40: Maintenance screen



Maintenance InfoClicking the ‘Maintenance Info’ button displays a list of upcoming maintenance and a list of recommended maintenance intervals.

At the bottom of the ‘Maintenance Info’ screen, there are buttons to ‘Update Periods’ and ‘Apply to Other Units’. By default, IE uses the default maintenance recommendations for the particular unit type. If the user wishes to do maintenance on a different schedule, the maintenance periods can be modified by clicking the ‘Update Periods’ button. Once clicked, the user is able to select which maintenance period to edit, then choose a new maintenance period for each item in that list (Figure 41). Once changes are made, clicking the ‘Submit Changes’ button will save and apply them to the unit. The user can also choose to add custom items to the list, or copy an existing period from another unit (Figure 42 on page 30).

Figure 41: Edit Maintenance Period



Figure 42: Copy Existing Maintenance Period



Log MaintenanceClicking the ‘Log Maintenance’ button displays a maintenance log entry form (Figure 43) and a history of logged maintenance. First, the user must choose what type of maintenance to log, Weekly, Monthly, or Annual, then select the services that were performed. Additional fields to complete include, Service Date, Contact Number, Comments, and an indication of further service being required. An image file, such as a copy of a service order, can also be attached to the log entry. In addition, a notification e-mail message can be sent using the “Send Message” button. The entry is not recorded until the user clicks the ‘Submit’ button. The current user logged into the system is automatically tagged as having entered the maintenance issue. The history of logged maintenance appears at the bottom of the “Log Maintenance” screen (Figure 44). By default, a snapshot of current device values is saved with the entry. The user can choose not to have this done by clearing the checkbox prior to submitting the log entry.

Figure 43: Logging Maintenance

Figure 44: Maintenance Log History



Order PartsClicking the ‘Order Parts’ button displays a list of parts available to order for the unit (Figure 45). After selecting one or more parts and entering contact information, clicking the ‘Request Quote’ button will send an e-mail to the specified service entity.

Figure 45: Order Parts



Controls ScreenWith the ‘Controls’ button selected, the user can modify a number of temperature, mode, and capacity setpoints, and monitor live unit status, temperatures, and capacities.

Setup ScreenClicking the ‘Setup’ button (Figure 46) allows the user to modify Unit Setup, such as available modes, maximum pulldown, and unit timers, Design Conditions, such as approach temperatures, evaporator temperatures, and evaporator flow, Power Conservation settings, Date and Time settings, and Alarm Limits, such as flow proof, lockout and freeze protection temperatures, hold, unload, and stop pressures. Prior to making any Setup changes, the user should be familiar with the operation manual for the particular unit. Please consult the appropriate operation manual for the unit.

Within the ‘Setup’ screen, highlighting a question mark icon will provide context specific help. Changes do not take effect until the Save Changes button is clicked. Clicking ‘Reset’ reverts the setpoints to their previous values. If desired, clicking the Send Message button allows the user to send an e-mail informing others of any changes.

Figure 46: Setup screen



Network ScreenClicking the ‘Network’ button allows the user to observe the current values of the network setpoints (Figure 47). These read-only variables would normally be written via a third-party Building Automation System (BAS) using BACnet, LON, or Modbus.

Figure 47: Network screen

Setpoints ScreenClicking the ‘Setpoints’ button allows the user to modify Evaporator Leaving Water Temperature setpoints, the Control Source, and Unit Enable. (Figure 48). Prior to making any setting changes, the user should be familiar with the operation manual for the particular unit. Please consult the appropriate operation manual for the unit changes do not take effect until the Save Changes button is clicked. Clicking ‘Reset’ reverts the settings to their previous values. If desired, clicking the Send Message button allows the user to send an e-mail informing others of any changes.

Figure 48: Setpoints screen



Reports ScreenWith the “Reports’ button selected, the user can view trended data for the current hour, day, month or year and can export this data for further analysis.

TrendsThe ‘Trends’ button is selected by default and displays the trended data for the current day (Figure 49). Data can be viewed for the current hour, days, month or year by clicking the appropriate button. Clicking the ‘Customize’ button enables the Start and End fields, allowing the user to enter a trend for a specific range (Figure 50). The default trend displays Evaporator Leaving Water Temperature, Evaporator Entering Water Temperature and Actual Capacity but more data points can be added to the graph by clicking the ‘Change Data Trends’ button then selecting the desired additional points (Figure 51). Selecting the ‘Graphs’ button also allows the user to select pre-defined set of graphed points.

ExportClicking the ‘Export’ button (Figure 52) allows the user to export selected data points for a specific date range. The data is exported to a CSV file which can be saved to a local computer, tablet or smart-phone. Files in CSV format can typically be opened by commercial spreadsheet software.

Figure 49: Current Day Trend Example

Figure 50: Custom Date Range Example

Figure 51: Trend Data Point Selection

Figure 52: Export Specific Date Range Example


CusTomer admInIsTraTor


SitesAfter logging into the Intelligent Equipment site using either the Technician or Technician Administrator role, the User Interface (UI) will display the Sites Screen (Figure 53), which is a listing of all sites associated with the user. From this screen, individual site messages are shown, general site information, including a list of units, becomes available by clicking on the Quick View button, and more detailed site information becomes available by clicking the ‘Details’ button. This page also provides the opportunity to add a site to the current hierarchy by clicking the ‘Create Site’ button; see section titled, “Creating a Site”.

It is important to note that there are two types of sites available: ‘My Sites’ and ‘Shared with me’. The user has control over the naming, structure, and sharing of the sites listed under ‘MySites’. The sites listed under ‘Shared with me’ (Figure 54) were shared with the user by another user, and, therefore, cannot have their names or structure changed by the shared user. In addition, the shared user cannot subsequently share the site(s) with others. Total control of shared sites remains with the sharer.

Figure 53: Site List

Figure 54: Shared with me

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4

5

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7 8 9

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User Profile (1) The User Profile button indicates the name of the current user, and the role that was chosen for the current login. Clicking the button reveals a list of actions associated with managing a user’s profile (Figure 55).

Figure 55: User Profile list of actions

Administration – If the logged in as a Customer Administrator, this selection allows the user to provide other users access to specific units. Making this selection reveals a ‘Units’ submenu. Clicking the ‘Units’ submenu opens the Units Overview screen, which lists all units to which the current user has access (Figure 56).

Figure 56: Units Overview screen

To provide a user access to a specific unit from this list, click the ‘Invite User’ button. This displays the ‘Invite User’ screen, which prompts the administrator to enter an e-mail address for the new user. After entering the e-mail address, clicking the ‘Search’ button to the right of the field begins a search for the user within the database. If the user does not exist in the database, a prompt appears asking to add the new user (Figure 57).

Figure 57: Prompt to create a new user



The next screen allows the administrator to define the new user’s access to one or more units (Figure 58). Remember that ‘Admin’ access allows the user to invite other users to a particular unit. Once all units and roles have been selected, clicking the ‘Submit’ button finalizes the process. The administrator can also choose to set a time restriction for the user by selecting ‘Temporary’ and entering start and end dates for access. The new user will receive an email notification of the newly granted access.

Figure 58: Assign Units and Roles

Profile –Selecting ‘Profile’, under the User Profile button, displays Account Information (Figure 59) and allows for changing personal information, address information, organizational information, and passwords. After making the desired changes, the ‘Save’ button must be clicked before they take effect.

Figure 59: User Profile



Settings – Selecting ‘Settings’, under the User Profile button, allows the user to choose English or Metric units of measure for display within the User Interface. Changes do not take effect until the “Save’ button is clicked.

Selecting the ‘Alarm Schedule’ tab allows the user to set schedules for when alarms will be received for their user account. The user can select from the default settings, or create a new schedule. Once the ‘Create New Schedule’ button is clicked, the user chooses a name for the schedule, when each category of alarms will be sent, and which units will use the new alarm schedule (Figure 60). After entering the needed information, click ‘Create’.

Selecting the ‘Alarm Escalation Rules’ tab allows the user to create alarm escalation rules for sending alarm notifications to e-mail addresses. The default escalation rule does not send alarm notifications. To create a new alarm escalation rule, the user clicks the ‘Create New Rule’ button, then provides a name for the rule and selects a unit. After this, the user selects the escalation parameters for each category of alarm, and a target e-mail for each escalation rule (Figure 61). Once these settings have been made, clicking the ‘Create’ button completes the process.

Figure 60: Alarm Schedules

Figure 61: Alarm Escalation Rules



Selecting the ‘Maintenance Schedules’ tab allows the user to select the maintenance schedule to apply to their units. The user can choose to apply the same schedule to all units, or apply different schedules (Figure 62). Once the desired settings are made, clicking the ‘Save’ button applies them to the units.

Change Role – Selecting ‘Change Role’, under the User Profile button, allows the user to switch between available roles for their account (Figure 63).

Log Out – Selecting ‘Log Out’, under the User Profile button, logs the user out of the current session, and returns them to the Intelligent Equipment start page.

Figure 62: Maintenance Schedule

Figure 63: Change Role



System Messages (2)Clicking the Messages button lists the most recent messages and alarms for all units to which the user is assigned (Figure 64). The button itself indicates the number of unread user messages. The user is provided options to click a link to view the target unit or a comprehensive message list.

Figure 64: System Messages



Create a Site (3)Clicking the ‘Create Site’ button allows the user to create and structure sites. The initial screen prompts the user for a site name, and allows them to decide whether to add a unit or create sub-sites (Figure 65). Sub-sites are not necessary, but may prove useful when a site consists of multiple buildings or campuses. If a Site has one or more sub-sites, a folder icon appears next to its name (Figure 66).

Figure 65: Creating a Site

Figure 66: Site with a Sub-site



When choosing to add a unit, the user is prompted to select an available unit from a selection box (Figure 67). Only those unassigned units available to the current user will appear in this list. Once a unit is selected, other units with the same street address will appear with checkboxes, allowing the user to quickly select these additional units (if desired).

After selecting the units, and any related units, the user is presented with the opportunity to add ENERGY STAR® information for the site (Figure 68). While not a requirement, this information is necessary if the user intends to track ENERGY STAR metrics through Intelligent Equipment.

The user has three options for entering ENERGY STAR information for the site: use an existing property that already exists in the Intelligent Equipment system, import from ENERGY STAR Portfolio Manager, or create a new property. When choosing to use an ‘Existing Property in IE’, the user is allowed to select from a drop-list of existing systems (Figure 69). Once selected, the information from the existing property is automatically populated to the new site after the ‘Create Site’ button is clicked.

Selecting to ‘Import from ENERGY STAR Portfolio Manager’ requires the user to enter a valid Property ID (Figure 70). This option would be selected if the user has already been tracking billing and energy usage data for the property in ENERGY STAR Portfolio Manager, and desires to link this information to Intelligent Equipment. The data entered in Portfolio Manager will automatically be shared with IE. The property is created in IE and the link with Portfolio Manager is initiated once the ‘Create Site’ button is clicked. Using this option, all utility billing data must be entered in ENERGY STAR Portfolio Manager.

Choosing to add a ‘New Property’ requires the user to enter a number of site-specific parameters, including information about the organization and property usage characteristics (Figure 71). This option would be selected if the user has not been tracking billing and energy usage data for the property in ENERGY STAR Portfolio Manager. If choosing this option, all billing information will be entered into IE and passed to Portfolio Manager. Once all data has been entered, clicking the ‘Create Site’ button finalizes creation of the site within IE, and automatically generates a new site within ENERGY STAR Portfolio Manager. Using this option, all utility billing data is entered through Intelligent Equipment.

If the user does not choose one of these three options, and clicks ‘Create Site’, they will need to set-up the ENERGY STAR subscription within the Site Dashboard.

Figure 67: Adding a Unit



Figure 68: Entering ENERGY STAR® Information

Figure 69: Existing Property Information

Figure 70: Import from ENERGY STAR Portfolio Manager

Figure 71: New Property Selection



Edit Site Name (4)Clicking the ‘Edit Site Name’ button allows the user to make changes to the site name after initial creation. The user can edit the name, as desired, then click the green check mark to accept the changes, or the red ‘X’ to reject the changes (Figure 72).

Figure 72: Editing Site Name



Add Sub-sites or Units (5)Clicking the ‘Create Sub-site’ button allows the user to add sub-sites or units to a previously created site (Figure 73). When clicked, the screen display fields for adding units or three sub-sites, however, more can be added using the plus sign icon above the Save button. After all desired sub-sites are added, clicking the ‘Save’ button, takes the user to the new list of sub-sites.

When returning to the Site List, a folder icon is indicated next to the Site name, indicating that the site now has sub-sites (Figure 74 on page 47). Clicking this folder icon opens the list of sub-sites.

When wanting to add units, the user clicks in the ‘Units’ field to select from a list of units assigned to the user. Units will only be available if there are unassigned units with the same address as the site. Once the unit(s) are added, clicking ‘Save’ will add them to the unit list for the site.

Figure 73: Adding Sub-site(s) or Units



Figure 74: Folder icon indicating sub-sites

Delete a Site (6)Clicking the ‘Delete Site’ button allows the user to remove a previously created site. When clicked, a confirmation message appears, thereby preventing accidental deletion (Figure 75).

Figure 75: Delete Site confirmation



Site Messages (7)Clicking the ‘Site Messages’ button reveals a list of messages associated with the site. (Figure 76). Clicking the button a second time will hide the message list.

Figure 76: View Site messages



Quick View (8)Clicking the ‘Quick View’ button reveals a list of units associated with the site, along with the alarm state and unit status for each of the units (Figure 77). Subsequently, clicking the ‘View Details’ link opens the Site Dashboard for the site; see section titled, “Site Dashboard”, for more details.

Clicking the ‘Change Columns’ link within “Quick View” allows the user to select the columns that appear (Figure 78). “Unit Status” and “Alarm Status” cannot be modified, but the user can choose up to 6 more data fields using the ‘Add New Colum’ button. Once all fields are selected, clicking the ‘Save’ button adds them to the ‘Quick View’ table.

Figure 77: Quick View

Figure 78: Change Columns



Alarm Status Indicator (9)The ‘Alarm Status’ indictor informs the user of alarm status for the Site. Placing the pointer over the icon indicates any active alarms (Figure 79).

Figure 79: Alarm Status indication

Share Whole Hierarchy (10)The ‘Share Whole Hierarchy’ button allows the user to share a hierarchy with another user. The user must type an e-mail for the user with whom the hierarchy will be shared, and select whether the shared user will be an administrator. If the shared user is not selected as an administrator, all control of editing remains with the sharer. After entering the desired e-mail address, clicking the ‘Save’ button adds the shared user. Multiple users can also be added at one time, by clicking the ‘Add’ (plus sign) button before clicking ‘Save’. If the shared user’s e-mail does not already exist in the Intelligent Equipment system, the user is prompted to choose whether to add them as a new user within the system (Figure 80). Shared users will be notified by e-mail of the hierarchy that was shared.

Figure 80: Site Sharing Confirmation

Details (11)Clicking the ‘Details’ button takes the user to the Site Dashboard; see section titled, “Site Dashboard”, for more details.



Site DashboardThe Site Dashboard (Figure 81) displays the critical building/site information, including building status information, HVAC summary information, building information, weather forecast, comfort index, resources, and equipment metrics.

Figure 81: Site Dashboard



Building StatusThe Building Status portion of the Site Dashboard displays basic utility usage information as well as overall building ENERGY STAR Score. The information in this portion of the dashboard can only be generated by clicking the ‘Subscribe To ENERGY STAR’ button, and entering general building and utility information (Figure 82). Once all information is entered on all three tabs, clicking the ‘Save’ button returns the user to the Site Dashboard. Clicking the ‘Cancel’ button cancels any changes.

Figure 82: Subscribe to Energy Star

When a site is created in Intelligent Equipment, and ENERGY STAR data entered, a corresponding site is automatically created in ENERGY STAR Portfolio Manager. For questions on accessing Portfolio Manager, please contact Daikin Applied Controls Technical Support.

Once the site is subscribed to ENERGY STAR’s Portfolio Manager, “View Details” and “Setup Meters”, appear in the Building Status section (Figure 83). Clicking ‘View Details’ directs the user the “ENERGY STAR Information” screen, which allows the user to update property information, add meters, and set energy targets. Clicking the ‘Setup Meters’ button takes the user directly to the ‘Meters & Consumption’ tab of the “ENERGY STAR Information” screen. Until usage data is uploaded, the corresponding fields will read, “Not Available”.

Figure 83: Building Status following addition of site details



Setup MetersThe “Meters & Consumption” tab of the “ENERGY STAR Information” screen (Figure 84) allows the user to add their utility meter information. The user must first add the desired meter by clicking the corresponding ‘Add’ button, then give the meter a name (Figure 85). Once all desired meters are added and given names, clicking the ‘Submit’ button provides each of the meters with an ‘Upload Data’ button (Figure 86). All data must be uploaded using the template provided by clicking the ‘Download Template’ button (Figure 87). The template is in Comma-Separated Values (.csv) format, and can be edited using a number of readily available spreadsheet software programs.

Once all data is entered into the template, the file should be saved. Following this, clicking the ‘Upload Data’ opens a dialog box, allowing the user to navigate to and select the desired file. Once the file is selected, the upload begins immediately, and a confirmation message appears when complete (Figure 88).

After all desired meter data is uploaded, clicking the ‘Building’ link near the top of the screen returns the user to the “Site Dashboard”. An ENERGY STAR score should now be calculated, and all meters with uploaded data should display usage comparison to the previous month or year (Figure 89). If enough data is available, the comparison will be year-over-year.

Figure 84: Meters and Consumption Tab

Figure 85: Adding a Meter

Figure 86: Upload Data Button

Figure 87: Download Template button



Figure 88: Consumption Data Upload Successful

Figure 89: Usage Comparison Following Data Upload



The user can also choose to display a “Target ENERGY STAR” score by choosing this option on the “Targets” tab of the “ENERGY STAR Information” screen. Click the ‘View Details’ button, then select the ‘Targets’ tab. The user then clicks the ‘Edit’ button, which makes the “Target Metric” field editable. The user can choose from three different reports; Target ENERGY STAR Score, Target Percentage better than Baseline, and Target Percentage better than Median (Figure 90). The Target Percentage better than Baseline option makes a comparison between current and baseline performance. The Target Percentage better than Median option makes a comparison between the current building’s performance and that of similar size and usage characteristics.

Once the “Target Metric” is decided, the user must then enter a “Target Value” for the metric. Clicking the ‘Save’ button sets the target. After this, clicking the ‘Building’ link near the top of the screen returns the user to the “Site Dashboard”, where the “Target Score” should now be visible (Figure 91). NOTE: If the user wishes to preview the dashboard with

sample values, rather than uploading meter data, set the ‘Sample Property’ field on the ‘Meters & Consumption’ tab to ‘Yes’ and click ‘Submit’. The dashboard will now display data from a sample site (Figure 92).

Figure 90: Choosing a Target Metric

Figure 91: Target Score

Figure 92: Sample Property



HVAC SummaryThe “HVAC Summary” portion of the Site Dashboard (Figure 93) serves as a quick reference to current unit/ system status information, including unit status, suggested maintenance status, and live power.

The option to display further details is available for the unit status, maintenance, and live power displays in the section. By clicking the ‘View Details’ button under the “Unit Status” item, a pop-up will appear displaying information including unit name, alarm status, unit status, current occupancy, control temperature, and subscription status (Figure 94). By default, the information for all units is displayed.

By clicking the ‘View Details’ button under the “Maintenance” item, the user can access the Maintenance Details for the site (Figure 95 on page 57). Any recommended maintenance is listed for each unit, a history of maintenance logs for the site is presented. To search for logs during a specific time frame, the user only needs to enter a start and end date, after which, the UI will automatically refresh to display only log items occurring between those dates. By clicking the ‘Add Servicing Entity’ button, the user can add reference information for the site service provider (Figure 96 on page 57). The user can also send an e-mail message from the “Maintenance Details” screen using the ‘Send Message’ button.

Figure 93: HVAC Summary

Figure 94: Unit Status information



Figure 95: Maintenance Details

Figure 96: Adding a Service Entity



By clicking on the ‘View Details’ button under the “Live Power Usage” item, a pop-up will appear displaying unit name, unit status, and current power usage for all units (Figure 97).

The Comfort Index (Figure 98) indicates the percentage of time the unit operates in compliance with the ASHRAE 55-2010 thermal comfort zone.

The Performance Index value (Figure 99) is an overall indication of how the Daikin Equipment with Intelligent Equipment Gateway is performing when compared to its calculated baseline operation. The targeted value is one (1). Values 0.95 and higher are considered within normal operation. Values less than 0.95 suggest the need for further investigation or service.

By default, the HVAC Summary section displays data for all units associated with the site. However, the data can be filtered to a specific unit by choosing it from the unit list selector in the upper, right corner of the HVAC Summary section (Figure 100). If this is done, all data displayed in the “Unit Status”, “Maintenance”, and “Live Power” usage items is restricted to the selected unit. Additionally, all information displayed by clicking the ‘View Details’ button under each item is also filtered to the specific unit.

Figure 97: Live Power Details

Figure 98: Comfort Index Indicator

Figure 99: Performance Index Indicator

Figure 100: Selecting a Specific Unit Under HVAC Summary



Building InfoThe Building Info header of the Site Dashboard displays the Site name, Site address, and all units currently displayed for the site (Figure 101). Clicking the edit icon allows the user to change the site name or remove individual units from the Site. Clicking the header once expands the data for display, while clicking it a second time collapses it.

Figure 101: Building Info

Weather The Weather header of the Site Dashboard displays current weather conditions as well as a weather forecast (Figure 102). A link is also provided to check the weather online. Clicking the header once expands the data for display, while clicking it a second time collapses it.

Figure 102: Weather



Comfort IndexThe Comfort Index header of the Site Dashboard displays a graphical representation of occupant comfort, in alignment with ASHRAE Standard 55-2010. The user must first select a specific unit from within the list in the Comfort Index section, which causes Comfort Index data to display for the specific unit (Figure 103). This measure applies to air-handling equipment only, so will not present data when a chiller unit is selected. Clicking the Comfort Index header once expands the data for display, while clicking it a second time collapses it.

Figure 103: Comfort Index

Sustainability IndexThe Sustainability Index header of the Site Dashboard displays current CO2 Emissions for the site, and a comparison to the previous month or year (Figure 104). The data will automatically display year-over-year comparison once enough meter data has been entered for the Site. Clicking the Sustainability Index header once expands the data for display, while clicking it a second time collapses it.

Figure 104: Sustainability Index



Equipment Metrics The “Equipment Metrics” header of the Site Dashboard (Figure 105) displays a number of values concerning energy use and performance. These include CO2 emissions associated with the site, financial performance indicators, such as Energy Cost Intensity, and equipment performance indicators, such as Energy Use Intensity. Each category of Equipment Metrics can be filtered to a specific unit (the default is All Units).

Figure 105: Equipment Metrics

Financial Summary The “Financial Summary” header of the Site Dashboard (Figure 106) displays a payback calculation, which compares high-efficiency rooftop air conditioners to standard equipment in terms of life cycle cost. The financial summary provides an ongoing roll-up of the estimated saving due to the acquisition of a highly efficient Daikin RTU compared to a standard efficiency RTU. By default, calculations are performed for All Units, but a single unit can be selected using the drop-list selector.

Figure 106: Financial Summary



Performance Index The “Performance Index” header of the Site Dashboard (Figure 107) displays a graph representing the expected monthly energy usage based on unit operation captured during the baseline period. The bar above or below the dot represents the actual energy consumed for the month. A red bar above the dot indicates more energy consumption than expected. A green bar below the dot indicates less energy consumption than expected. The bars will be larger or smaller depending on how far the actual energy consumption was from expected. The period of data shown can be adjusted by clicking the forward and back arrows. The name of the current baseline is indicated at the bottom of the graph. The date that a new baseline was implemented will be indicated by a vertical bar on the graph. Following recommended maintenance will help ensure that units operate at peak efficiency. Month to month changes in performance may be the result of isolated operating condition changes and not equipment performance degradation. An ongoing trend of degrading performance may indicate that special service is required.

Figure 107: Performance Index

ENERGY STAR® The “ENERGY STAR” header of the Site Dashboard displays the current calculated ENERGY STAR score for the site, and a comparison to a typical building. This section also provides Performance and Financial data (Figure 108). It is important to remember that no calculations can be made without the user entering meter data. Clicking the ‘ENERGY STAR’ header once expands the data for display, while clicking it a second time collapses it.

Figure 108: ENERGY STAR Performance and Financial Data

ResourcesThe Resources header of the Site Dashboard displays a list of links to resources on Green Buildings. This section also provides Performance and Financial data (Figure 109). Clicking the Energy Star header once expands the data for display, while clicking it a second time collapses it.

Figure 109: Resources on Green Buildings

OM 1241 (06/15) ©2015 Daikin Applied | (800) 432–1342 | www.DaikinApplied.com

Daikin Applied Training and DevelopmentNow that you have made an investment in modern, efficient Daikin equipment, its care should be a high priority. For training information on all Daikin HVAC products, please visit us at www.DaikinApplied.com and click on Training, or call 540-248-9646 and ask for the Training Department.

Warranty

All Daikin equipment is sold pursuant to its standard terms and conditions of sale, including Limited Product Warranty. Consult your local Daikin Applied representative for warranty details. To find your local Daikin Applied representative, go to www.DaikinApplied.com.

Aftermarket Services

To find your local parts office, visit www.DaikinApplied.com or call 800-37PARTS (800-377-2787). To find your local service office, visit www.DaikinApplied.com or call 800-432-1342.

This document contains the most current product information as of this printing. For the most up-to-date product information, please go to www.DaikinApplied.com.

Products manufactured in an ISO Certified Facility.