PowerLogic® Sequence of Events Recorder
Version 7.4
Instruction Bulletin 3070IB0704R02/11
February 2011
Electrical equipment should be installed, operated, serviced, and maintained only by
qualified personnel. No responsibility is assumed by Schneider Electric for any
consequences arising out of the use of this material.
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PowerLogic® Sequence of Events Recorder
Table of Contents
2/2011
Electrical equipment should be installed, operated, serviced, and
maintained only by.................................................................................................................. 2
CHAPTER 1 – INTRODUCTION ..................................................................................................... 7
SER System and SER Application ............................................................................................................................... 7
About this Instruction Bulletin ....................................................................................................................................... 7
Assumptions and Guidelines ........................................................................................................................................ 7
CHAPTER 2 – SAFETY WARNING ................................................................................................ 9
CHAPTER 3 – INSTALLATION......................................................................................................11
Licensing Sequence of Events Recorder ................................................................................................................... 11
CHAPTER 4 – SER USER & ADMIN ACCOUNT ASSIGNMENTS ...............................................13
Overview ..................................................................................................................................................................... 13
Where to Assign SER User & Administrative Accounts.............................................................................................. 13
Setting Up a Local User .............................................................................................................................................. 15
Assigning Local User to SER User’s Group or SER Administrative Group ................................................................ 16
CHAPTER 5 – Accessing eSolutions SER User Interface..........................................................19
CHAPTER 6 – MONITORING.........................................................................................................21
Overview of Monitoring ............................................................................................................................................... 21
Navigating to Monitoring ............................................................................................................................................. 21
Real Time Monitoring of Alarms and Events .............................................................................................................. 21
Historical Viewing of Diagnostic Alarms and Events .................................................................................................. 22
Monitoring Options ..................................................................................................................................................... 25
CHAPTER 7 – DIAGNOSTICS .......................................................................................................27
Overview of Diagnostics ............................................................................................................................................. 27
Navigating to Diagnostics ........................................................................................................................................... 27
Real Time Monitoring of Diagnostic Alarms and Events............................................................................................. 27
Historical Viewing of Diagnostic Information............................................................................................................... 28
Diagnostic Options ..................................................................................................................................................... 31
SER Device Status ..................................................................................................................................................... 32
CHAPTER 8 – SETUP PAGES ......................................................................................................34
Setup Page – Device Viewer ...................................................................................................................................... 35
Setup Page – Setup Controls ..................................................................................................................................... 36
Setup Page – Device Setup Controls ......................................................................................................................... 37
Setup Page – Tag Template Setup Controls .............................................................................................................. 39
Setup Page – Sources Setup Controls ....................................................................................................................... 42
Setup Page – Events Setup Controls ......................................................................................................................... 45
Setup Page – System Setup Controls ........................................................................................................................ 49
CHAPTER 9 – MS Excel Import of Device & App Setup .............................................................53
APPENDIX A – EXAMPLE OF A MS EXCEL FILE w/SER CONFIGURATION ............................55
APPENDIX B – TIME-STAMPING & EVENT-LOGGING DEVICES ..............................................58
APPENDIX C – NOTES ON SER INSTALLATION ........................................................................60
Installation Prerequisites ............................................................................................................................................ 60
Details about SER Installation .................................................................................................................................... 60
APPENDIX D – SYMPTOMS & TROUBLESHOOTING .................................................................63
APPENDIX E – CM4 IOC44 & IOX, REGISTERS & ADDRESSES ...............................................65
APPENDIX F – Database Maintenance Utility .............................................................................67
Overview ..................................................................................................................................................................... 67
Maintenance Scripts ................................................................................................................................................... 67
Schedule ..................................................................................................................................................................... 67
APPENDIX G – INSTALLING AN SER SYSTEM – OVERVIEW ...................................................69
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© 2011 Schneider Electric. All Rights Reserved.
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2/2011
Table of Contents
Electrical equipment should be installed, operated, serviced, and
maintained only by.................................................................................................................72
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Chapter 1 - Introduction
CHAPTER 1 – INTRODUCTION
SER System and SER Application
Sequence of Events Recorder (SER) is a tool for performing root-cause analysis
on electrical systems that encounter a chain-reaction of outages or other events.
SER is both a system and an application program. The SER system is the
composition of event-logging & time-stamping devices, data network
components, and PC clients plus PC servers, integrated into a single functional
package. This integral system collects, time-stamps down to the millisecond,
and stores two-state discrete events for the purpose of root-cause analysis. The
accuracy of the timestamps is reliant on timing signals received from the Global
Positioning Satellite (GPS) system. The application program is the software
components, working in conjunction with the PC client and server machines, to
gather and store events on server machines and to provide event viewing,
sorting, and filtering on client PCs.
About this Instruction Bulletin
This instruction bulletin focuses on the SER application program. It covers...



Installation of Sequence of Events Recorder (SER) application program
Connection and configuration of device communication with SER
application program
Viewing and interpretation of events on the SER viewers
Assumptions and Guidelines
The following assumptions and guidelines are presumed...



Users of the product and readers of this document are familiar with
Microsoft Windows and how to use Microsoft Windows controls, such as
text edit boxes, popup menus, etc.
Users of the product and readers of this document are familiar with a
general understanding of Microsoft web clients and servers and how to
use them.
Users of the product have working knowledge about their facilities’
electrical and operational systems.
© 2011 Schneider Electric. All Rights Reserved.
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Chapter 1 - Introduction
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PowerLogic® Sequence of Events Recorder
Chapter 2 – Safety Warning
2/2011
CHAPTER 2 – SAFETY WARNING
DANGER
HAZARD OF ELECTRIC SHOCK, EXPLOSION, OR
ARC FLASH
•
•
•
•
•
Apply appropriate personal protective equipment (PPE) and follow safe
electrical work practices. See NFPA 70E.
Only qualified workers should install and wire this unit.
Turn off all power supplying this unit and the equipment in which it is installed
before working on it.
Always use a properly rated voltage sensing device to confirm that all power
is off.
After removing input power, wait a minimum of 30 seconds to allow energy to
discharge.
Failure to observe these instructions will result in death or
injury.
© 2011 Schneider Electric. All Rights Reserved.
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Chapter 2 – Safety Warning
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PowerLogic® Sequence of Events Recorder
Chapter 3 – Installation
2/2011
CHAPTER 3 – INSTALLATION
To install SER application program, do the following…





Meet all prerequisites before installation, referring to Appendix C, Notes
on SER Installation, Subsection “Installation Prerequisites”
Perform any necessary actions before, during, or after installation as
prescribed in Appendix C, Notes on SER Installation - Subsection
“Details about SER Installation”.
Insert SER installation CD into PC server’s drive and follow directions as
indicated by the installation wizards and the various pop-up dialog boxes.
If issues arise relating to installation, then refer to Appendix D to
troubleshoot. If this does not resolve issues, then contact PowerLogic ®
Tech Support at 615-287-3400 for assistance.
The PLOpcAELogger service does not automatically start upon
installation. To start service, do one of the following…
o
o



Reboot computer (server machine) to automatically start service.
Manually start the service by going to Windows Services (Control
Panel > Administrative Tools > Services)
Initial (first time) startup of PLOpcAELogger service is not possible from
the SER Web page.
Once PLOpcAELogger service is active (started), then the SER
PLOpcAELogger can be stopped and / or restarted via the System Setup
Controls, accessible on the Setup page of the SER Web page.
“Setup > System > Status” menu entry will display an error until the
service is initially started by alternate methods.
Licensing Sequence of Events Recorder
Sequence of Events is installed with an evaluation license which will allow the user to use
the product for fifteen days. After the evaluation period, a server license must be
installed.
Server licenses are available by contacting technical support to register your Sequence
of Events recorder software. Each license issued is keyed to a specific server using the
License.txt file found in the SER directory locating in the install directory. This file is
created the first time the SER OPC server is started which also begins the evaluation
period.
Send the License.txt file to [email protected] along with the
following information.
Company Name
Server Location
Contact Name
Address
Schneider Engineer Name (if applicable)
Support will provide a License.dll which must be placed in the SER directory replacing
the evaluation License.dll.
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Chapter 3 – Installation
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PowerLogic® Sequence of Events Recorder
Chapter 4 – SER User & Admin Account Assignments
2/2011
CHAPTER 4 – SER USER & ADMIN ACCOUNT ASSIGNMENTS
The following sections identify how to setup SER user & administrative accounts.
In order to monitor and view events, a user account must be set up and assigned
to the SER Administrative Group or SER Users Group. SER Users and
Administrators have the ability to view the “Monitor”, “Diagnostic”, and “Help”
pages on an SER application. Only SER Administrators and not SER Users have
access to the “Setup” page. To configure an SER application, administrative
privileges must be established by adding the user to the SERAdmin group.
Note: this section demonstrates setup of local users only, as opposed to domain users.
Overview
The first step to setting up either an SER user account or SER administrative
account is to add a local (or domain) user account to the host computer, on
which the SER server resides. The second step is to assign the user to either an
SER users’ group or SER administrators’ group. The user may be assigned to
both accounts.
Note: a local user or group is an account that can be granted permissions and rights
from the host computer. Local users and groups are an important security feature
because you can limit the ability of users and groups to perform certain actions by
assigning them rights and permissions. A right authorizes a user to perform certain
actions on a computer.
Where to Assign SER User & Administrative Accounts
Click “Control Panel > Administrative Tools > Computer Management”, to
activate the dialog box for user setup and assignment to group(s). This action
activates the “Computer Management” dialog box, similar to the first figure
illustrated on the next page
In the Computer Management tree view, click (if not expanded) the “System
Tools” node to expand. Click (if not expanded) the “Local Users & Groups” node,
a child node to the “System Tools” node. This action expands the node to reveal
the “Users” node and the “Groups” node. The preceding actions will have you in
the location where to assign SER user and administrative accounts. The second
figure on the next page illustrates the expanded “Local Users & Groups” node
© 2011 Schneider Electric. All Rights Reserved.
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Chapter 4 – SER User & Admin Account Assignments
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Figure 1, Example of “Computer Management” Dialog Box
Figure 2, Example of “Computer Management” Dialog Box with Expanded
“Local User” and “Group” Tree Branches
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PowerLogic® Sequence of Events Recorder
Chapter 4 – SER User & Admin Account Assignments
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Setting Up a Local User
To set up a local user account…
1. Be sure to perform the procedure in the previous section.
2. Do the following as illustrated in the figure below.
Figure 3, Steps to Setup a Local User Account
Step 1
 Right-click “Users” folder.
 Click on “New User…” in
expanded menu.
Step 2
 Fill text boxes with
appropriate information in
the “New User” dialog box.
 Uncheck check box entitled
“User must change
password at next login” to
enable and make accessible
the other checkboxes.
 Click “Create” button.
 Click “Close” button.
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Chapter 4 – SER User & Admin Account Assignments
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Assigning Local User to SER User’s Group or SER Administrative Group
To assign a local user to either an SER User’s Group or SER Administrative
Group…
1. Be sure to perform the procedures in the previous two sections.
2. Do the following as illustrated in the figure below.
Figure 4, Steps to Assign Local User to SER User’s Group or SER
Administrator’s Group
Step 1
 Be sure to click open the
“Groups” folder.
Step 2
 Double click either
“SERAdmin” to assign local
user to SER administrators’
group or “SERUser” to
assign to SER users’ group.
Step 3
 Click “Add…” button.
Go to next page
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PowerLogic® Sequence of Events Recorder
Chapter 4 – SER User & Admin Account Assignments
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Step 4
 Select and fill out
appropriate information in
the “Select Users,
Computers, or Groups”
dialog box.
 Consult your system
administrator if you are
uncertain about location or
the format of the user’s
name.
 Click the “OK” button.
Step 5
 Click the “Apply” button.
 Click the “OK” button.
© 2011 Schneider Electric. All Rights Reserved.
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PowerLogic® Sequence of Events Recorder
Chapter 5 – SER Accessing eSolutions SER User Interface
2/2011
CHAPTER 5 – Accessing eSolutions SER User Interface
The web based user interface is accessed using the Microsoft Internet Explorer
browser. The following section outlines the process for using the eSolutions SER
User Interface to configure and use the SER system.
Open the interface using the shortcut located in the Start Menu at “Start > All
Programs > PowerLogic eSolutions > PowerLogic eSolutions Web Site from the
server PC.
Access the page from a remote client as you normally would at the URL shown
when accessing the page from the server – substituting the name of the server or
ip address for the server portion of the address given as “localhost” on the
server.
Examples:
 “http://<server name>:<port>/PLeSolutionsWeb”
 “http://<ip address>:<port>/PLeSolutionsWeb”
Note: Default port is “81” for server operating systems and Windows Vista,
port 80 is used for Windows XP.
The eSolutions default page should look similar to the figure below.
Note: you may be required to login into the SER account.
Figure 5, Home Page
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Chapter 5 – SER Accessing eSolutions SER User Interface
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PowerLogic® Sequence of Events Recorder
Chapter 6 – Monitoring
2/2011
CHAPTER 6 – MONITORING
Overview of Monitoring
The monitoring page provides live and historical viewing of alarms and events
received from the OPC alarm and event servers.
Navigating to Monitoring
From the currently displayed APM page, the user can click on the “Monitoring”
button, located on the gray bar of control buttons, below the blue product banner,
and then click on one of the following links…



Live (Viewing of Alarms and Events)
Historical (Viewing of Alarms and Events)
Options (Display or Hide Alarm and Event Attributes)
Real Time Monitoring of Alarms and Events
Upon clicking on the “Live” link, associated with the “Monitoring” button, the “live
events” page appears, as illustrated by the following example…
Figure 6, Example of Live Events Page
Click on
(located in the columnar headers) to auto-filter on target.
© 2011 Schneider Electric. All Rights Reserved.
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Chapter 6 – Monitoring
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Historical Viewing of Diagnostic Alarms and Events
Upon clicking on the “Historical” link, associated with the “Monitoring” button, the
“historical events” page appears, as illustrated by the following example…
Figure 7, Example of Historical Events Page
Date Time Filter
Use the date / time filter control to define the time span of alarms and events to
display. (Refer to the following illustration.)
Figure 8, Date Time Filter
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PowerLogic® Sequence of Events Recorder
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Auto Filter
Click on the Auto Filter radio button to auto-filter data columns. Click on
select topic(s) to be filtered. (Refer to the following illustration.)
to
Figure 9, Auto Filter
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Chapter 6 – Monitoring
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Advanced Filter
Click on the Advanced Filter radio button to perform advanced filtering of data
columns. Click on
(“filter mode” symbol) to select type of filtering, and double
click area adjacent to “filter mode” symbol to invoke display of text edit box, and
enter target on which to filter on. (Refer to the following illustration.)
Figure 10, Advanced Filter
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PowerLogic® Sequence of Events Recorder
Chapter 6 – Monitoring
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Export of Historical Data to Microsoft Excel File
Click on “Excel” link to export historical data Microsoft Excel File. (Refer to the
following illustration.)
Figure 11, Excel Export
Monitoring Options
Upon clicking on the “Options” link, associated with the “Monitoring” button, the
“diagnostic options” page appears, as illustrated by the following example…
Figure 12, Example of Monitoring Options Page
The options page allows for the selection of what data columns are displayed on
the live and historical pages. The page provides for a series of checkboxes to
display or to hide data columns. The page also allows for the definition of rows
per page.
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PowerLogic® Sequence of Events Recorder
Appendix F – Database Maintenance Utility
2/2011
CHAPTER 7 – DIAGNOSTICS
Overview of Diagnostics
The diagnostics page provides real time and historical viewing of activity relating
to the Sequence of Events Recorder (SER), and other optional components such
as Active Pager Module (APM) if installed. It does not provide information on
events transmitted from OPC alarm and event servers.
Navigating to Diagnostics
Click on the “Diagnostics” button, located on the gray bar of control buttons,
below the blue product banner. Afterwards, click on one of the following links…



Live – viewing of current diagnostic information as it happens – page
refreshed every 5 seconds
Historical – viewing of historical diagnostic information with filtering and
sorting
Options – display or hide information attributes
Real Time Monitoring of Diagnostic Alarms and Events
Upon clicking on the “Live” link, associated with the “Diagnostics” button, the
“live” diagnostics page appears, as illustrated by the following example…
Figure 13, Example of Live Diagnostics Page
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Historical Viewing of Diagnostic Information
Upon clicking the “Historical” link, associated with the “Diagnostics” button, the
“historical” diagnostics page appears, as illustrated by the following example…
Figure 14, Example of Historical Diagnostics Page
Date Time Filter
Use the date / time filter control to define the time span of alarms and events to
display. (Refer to the following illustration.)
Figure 15, Date Time Filter
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PowerLogic® Sequence of Events Recorder
Appendix F – Database Maintenance Utility
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Auto Filter
Click on the Auto Filter radio button to auto-filter data columns. Click on
select topic(s) to be filtered. (Refer to the following illustration.)
to
Figure 16, Auto Filter
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Advanced Filter
Click on the Advanced Filter radio button to perform advanced filtering of data
columns. Click on
(“filter mode” symbol) to select type of filtering, and double
click area adjacent to “filter mode” symbol to invoke display of text edit box, and
enter target on which to filter on. (Refer to the following illustration.)
Figure 17, Advanced Filter
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PowerLogic® Sequence of Events Recorder
Appendix F – Database Maintenance Utility
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Export of Historical Data to Microsoft Excel File
Click on “Excel” link to export historical data Microsoft Excel File. (Refer to the
following illustration.)
Figure 18, Excel Export
Diagnostic Options
Upon clicking on the “Options” link, associated with the “Diagnostics” button, the
“diagnostic options” page appears, as illustrated by the following example…
Figure 19, Example of Diagnostics Options Page
The options page allows for the selection of data columns to be displayed on the
live and historical pages. The page provides for a series of checkboxes to
display or to hide data columns. The page also allows for the definition of rows
per page.
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SER Device Status
The Device Status page allows the user to view the current device time and GPS time synchronization state
for the entire system in one place. Navigate to the page by clicking on Diagnostics > SER Device Status.
A page will appear similar to the one below.
Click the “Start” button to request the current Device Date/Time as well as the Time Sync Status
for each device listed with a check mark in the Test column. These will be displayed as they are
received from the device.
If the device is not synchronized with a GPS device it will display “Not Synched.” for the status.
If the device does not respond to the request it will display a communication loss for the device.
Note: The time displayed is as read from the device. SER expects each device to be
synched to (Local Standard Time)
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CHAPTER 8 – SETUP PAGES
Moving the cursor to “Setup” on the menu bar, pulling down “Setup” entry, and
clicking the left mouse button on “SER Setup” activates the “Setup” web page, as
illustrated in the figure below.
In order to access the configuration pages the user must be either a member of
the local administrator group on the server or a member of the SERAdmin group.
The “Setup” web page allows an engineer or technician to …




Identify the time-stamping, event-logging devices for the SER application
software to access
Define the specific communication attributes of the time-stamping, eventlogging devices
Enable the communication link between the device and the SER
application software
Specify what value strings are displayed for specific device attributes
The setup page consists of the following major components.



Subtitle Bar (located at the top of the web page, just below the blue title
bar - “PowerLogic Sequence of Events Recorder” block - and the gray
menu bar)
Setup Controls (located on the left-hand side of the web page)
Main Body (located just right of the controls)
The figure, below, illustrates a sample setup page.
Figure 20, Setup
Setup Controls
Subtitle Bar
Main Body
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Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
Setup Page – Device Viewer
The device viewer (“View Devices”), located in the main body of the Setup page,
lists the devices registered in the SER Event Logging Software. The viewer has
the following data columns:

Name (of Time Stamping & Event Logging Device)

IP Address (of Device)
NOTE: All devices except ION devices use a default port of 502. The
port is not displayed in these devices. ION devices require the port to be
entered with the IP address and display the selected port when
displaying the IP address.

Modbus Address of Device (or Unit ID for ION Devices)

Tags Template (Defining Communication & I/O Setup with Time
Stamping & Event Logging Devices that are Custom PLC Only)

Enabled (Indicator – Check Indicating that the Device will be Scanned for
New Events)

(Date & Time of) Last Active Communication
Move cursor over subtitle
on grey bar, then click
subtitle, using left mouse
button, to sort by that
specific topic.
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Setup Page – Setup Controls
The left most side of the setup web page provides links for setting up the controls
of the SER software application. The double arrows, to the right of the bold
subject character string, allow for expansion or shrinkage of command options.
(See the illustration below.)
The major setup controls are…





Devices
Tag Template
Sources
Events
System
Figure 21, Setup Controls
Move cursor to
double-arrow link,
then click to view or
hide attribute list
Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
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Setup Page – Device Setup Controls
The Devices Setup Control (illustrated below) allows the user to do the following:
 View the currently supported time-stamping, event-logging devices
 Edit such devices
Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
Devices Setup Control – View
The view control initiates the devices viewer (as discussed earlier in the
subsection entitled “Device Viewer”).
Devices Setup Controls – Edit
The edit control initiates the edit page, which allows the user to do the following:



Add a new device
Delete a device
Modify device attributes
o Name – a text edit field allows a user to enter a name for the
device
o IP Address – a text edit field allows a user to enter the IP
address
NOTE: All devices except ION devices use a default port of 502.
The port is not entered in these devices. ION devices require
the port to be entered with the IP address using the IP:Port
format. The following ports are used with ION devices:
 Port 7700 for a direct Ethernet connection
 Port 7801 for an EtherGate connection to COM1
 Port 7802 for an EtherGate connection to COM2
 Port 7803 for an EtherGate connection to COM3
o
o
Modbus Address/Unit ID – a text edit field that allows a user to
enter the Modbus address of the device (or the unit ID for ION
devices)
Tags Template – a pull-down menu that allows the user to select
a device template defining the device type and it communication
attributes
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NOTE: ION devices do not use tag templates.
o
In-service – a checkbox to enable or disable the IP connection
The following illustration illustrates the Edit Device Controls.
Figure 22, Setup Controls
Devices Setup Controls – Delete a Device
To delete a device, the following is necessary…
 Select row in Edit Devices
 Click on Delete button
Devices Setup Controls – Modify Device Attributes
To modify device attributes, the following is necessary…
 Select row in Edit Devices
 Modify device fields
 Click on the Save button
Devices Setup Controls – Add a Device
To add a device, the following is necessary…
 Select device type from drop down menu
 Click Add button
 Edit fields to define device attributes
Device Setup – Sync
The Sync control opens the sync page, which allows the user to upload the event
configuration from CM 4 and PM 870 devices enabled for standard alarm
logging.
Press the “Start” button to start the process of uploading the device alarm
configurations to the SER system.
Once the process is complete the status will show as “Complete” as below.
NOTE: If changes are made to a device's onboard alarm configuration using the
POWERLOGIC SMS Software you must repeat this process to refresh the SER
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software with the new configuration. Failure to do so may result in the SER
software reporting the changed event incorrectly.
Setup Page – Tag Template Setup Controls
The Tag Templates Setup Control (illustrated below) allows the user to do the
following:


View the currently constructed tag template that define the device types
Edit and create the tag template
Note: tag templates are only created and modified for PLC device types.
Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
Tag Templates Setup Controls – View
The view control initiates the tag template viewer. The viewer allows the user to
choose the tag template and view its contents – the communication attributes
related to the device type. The figure, below, illustrates the tag template viewer
(“Tag Templates”).
Figure 23, Example of a Tag Template Viewer
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Clicking on the “+” symbol, adjacent to a tag template name, expands the list of
attributes associated with the tag template. The figure, on the next page, shows
a tag template, revealing its attributes, in a sample tag template viewer.
Tag Templates Setup Controls – Edit
The edit control initiates the tag template editor. The editor allows the user to
modify the device communication attributes. Upon initial activation of the tag
templates editor page, the viewer displays a dropdown box with a list of tag
templates. Using the mouse, the user pulls down the list of tag templates and
makes a selection. Upon display, the attributes in the template may be modified
by keying in the appropriate value, via the keyboard. The following figure
illustrates a sample tag template editor (“Tag Templates”), with a list of attributes
for a tag template.
Figure 24, Example of a Tag Template Viewer with Expanded View of
Device Attributes
The tag template editor has the following components:





Template Selector
Add (Template) Button
Delete (Template) Button
Tag or Attribute Description
Tag or Attribute Number or Value
The following figure illustrates the tag template editor.
Figure 25, Example of Tag Template Editor
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Tag Templates Setup Controls – Adding a New Template
To add a tag template, click the Add button – refer to the following illustration.
Figure 26, Example of Adding New Tag Template
Click the “Add” button to add tag template.


Enter name of new device.
Click the “Save” button.
Tag Templates Setup Controls – Deleting a Template
To delete a tag template, click the Delete button – refer to the following
illustration.
Figure 27, Example of Deleting Tag Template


Click the delete in the edit tag view. Be
sure that the appropriate tag is
identified.
Click the “OK” button (in the “Microsoft
Internet Explorer” dialog box) to delete
tag, knowing that all devices assigned
to template will revert to the default
template.
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Setup Page – Sources Setup Controls
The Sources Setup Control (illustrated below) allows the user to do the following:

Edit Sources (Associated with Discrete Input Points or Group of Points)
Important!
 Sources may be associated with one or more devices.
 Devices may be associated with one or more sources.
Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
Source Setup Controls – Edit
The edit link under source setup initiates the source editor page. The source
editor page allows the user to associate a source (from where events originate)
with one or more time-stamping, event-logging devices. The figure, below,
illustrates the source setup page (“Edit Sources”).
Figure 28, Sample of a Source Editor Page
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Source Setup Controls – Edit – Adding a Source
Keying a source name in the source text edit field and clicking the add button in
the source editor page adds a new source. The figure, given below, illustrates
this feature.
Figure 29, Adding a Source in the Source Editor Page
Step 1
Enter Name of Source in
Source Text Edit Box.
Step 2
Click the Add Button
Source Setup Controls – Edit – Deleting a Source
Select the source name in “Sources”. Click the “Delete” button in the source
editor page to delete a pre-existing source. The figure, given below, illustrates
this feature.
Figure 30, Deleting a Source in the Source Editor Page
Step 1
Step 3
Select the source to delete
in the Sources list box.
Click on appropriate button
to initiate deletion or
cancel, when dialog box
appears.
Step 2
Click the Delete Button
Source Setup Controls – Edit – Assigning Devices to Sources
Select the source in the “Sources” box. Select one or more devices in the
“Devices Available” box. Click the “>>” button. This series of actions displays the
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devices in the “Devices Assigned” box. The following figure demonstrates
assigning a device to a source.
Figure 31, Assigning a Device to a Source in the Source Editor Page
Step 2
Select a device from the “Devices
Available” box. (Multiple sections can
be done via Ctrl+click action.)
Step 1
Left-click mouse on a
source, listed in the
“Sources” box.
Step 3
Click on the “>>” button to
move selected devices to
“Devices Assigned” box..
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Setup Page – Events Setup Controls
The Events Setup Control (illustrated below) allows the user to do the following:

Edit Events
Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
Events Setup Controls – Edit
The edit link under events setup initiates the events editor page. The events
editor page allows the user to edit individual events. The figure, below, illustrated
the events setup page (“Edit Events”).
Figure 32, Sample of an Events Editor
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Events Setup Controls – Edit – Selecting & Modifying Events
Clicking on the “+” button, adjacent to a listed device, on the devices / sources
tree control, expands the node (device), showing the sources associated with the
device. The following figure illustrates the selecting and expanding of a device in
the tree control to display its sources.
Figure 33, Selecting a Device in the Events Editor and Expanding its
Associated Sources (Nodes)
Select device by left
clicking on “+” on the
devices / sources tree
control
After expanding a device and listing its sources, selecting a source displays the
events associated with it. Selecting the event highlights it to dark blue. The user
has the option to only modify the fields “Description”, “Priority”, “Type”, and
“Enabled” (representing the event), as illustrated in the figure, presented on the
next page.
Selecting a device in the tree reveals events not assigned to a source. Selecting
a source can reveal events assigned to it.
By default, all events are associated with their respective devices. To assign
events to sources, they must be moved from the device into the sources.
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Figure 34, Selecting a Source and the Event in the Events Editor
The selected source allows the user to modify …
Text Edit Fields
 Event Description
Pull-down Menus
 Priority – Low, Medium, High, None, From Device
 Input Type – Input, Output, Alarm, None
Click on the Source to display
the events. Double-click on an
event attribute to edit.
Checkbox
 Enables Logging for Event in the SER Application
These two statuses allow the user to
customize the status readings for the
on-to-off transition and the off-to-on
transition. …
Double-click the custom name field to
edit.
NOTE: Event Status names from ION devices are retrieved from the devices.
Custom names cannot be assigned to these event statuses in SER.
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Events Setup Controls – Edit – Moving Events from a Device to a Source
Moving an event from a device to a source requires selecting the event and
clicking the “Move” button. Select the destination source and click the “Insert”
button. The figure, below, illustrates moving an event from a device to a source.







Select the desired device.
Select the desired source.
Select the desired event.
Click the “Move” button.
Wait for the “Ready to Move Events”
indicator.
Select the new source or originating
device to move the events. (Events
cannot be moved from a device and its
associated source to another device and
its associated sources.)
Click the “Insert” button to associate the
event(s) with your selection.
Events Setup Controls – Edit – Adding an Event to a Device / Source – Only
Available for Programmable Logic Control (PLC) Devices
By default, the first 32 PLC events are available for selection. If more events are
required, follow the steps below
Select a source associated with the PLC device and click the “Add” button. This
will generate the next sequential event that does not already exist. The “next
sequential” event may either be an event missing between two pre-existing
events or a new event at the end of a list of consecutive events. The following
figure illustrates initiating the addition of an event to a device / source.
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Figure 35, Adding an Event in the Events Editor
Step 1
Left click the add button.
This action will insert a new
event, assigning it with the
first available card and
point.
Events Setup Controls – Edit – Deleting an Event from a Device / Source –
Only Available for Programmable Logic Controllers (PLC)
Deleting an event from a device / source involves selecting the event and clicking
the delete button. To do this, the device or the source must be selected. The
following figure illustrates selecting and deleting an event from a device / source.
Figure 36, Deleting an Event in the Events Editor
Step 1
Select the event.
Step 2
Left click the delete button.
Step 3
Respond to dialog box to delete or cancel.
Setup Page – System Setup Controls
The System Setup Control (illustrated below) allows the user to do the following:

Status – OPC AE Historian Services (Online / Offline)
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Important!
 OPC AE Historian Service, accessible via the “Services” link on the Setup Page, should be
“Online” when SER application is being used.
 OPC AE Historian Services should be Offline and, then, Online again after SER devices,
sources, tag templates, and events have been modified in the setup page.
System Setup Controls – Status
SER application software relies on an OPC Alarms & Events (AE) Historian
Service to store or log events. This service is either online or offline. The OPC
AE Historian Service should be online for normal use. If devices, sources, tag
templates, or events are modified in setup (Setup Page), then the service is to be
put offline and, then, online again for changes to take effect in the application.
Clicking on the “Status” link, under “System” initiates the “Manage Services”
page, which is the page where the OPC AE historian service is put offline and
online.
The figures, given below and on the next page, illustrate the services offline and
online using the “Go Online” and “Go Offline” buttons on the “Manage Services”
page.
Figure 37, Manage Services Page –Service Offline (Figure 1 of 2)
If the services have a problem going online, then the following message will
appear…
“Problem with service. An error has been logged. See Diagnostics for more
details.”
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Figure 38, Manage Services Page –Service Online (Figure 2 of 2)
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CHAPTER 9 – MS Excel Import of Device & App Setup
A Microsoft Excel file can be imported into the SER application to automatically
do the following:




Identify the time-stamping, event-logging devices for the SER application
software to access
Define the specific communication attributes of the time-stamping, eventlogging devices
Enable the communication link between the device and the SER
application software
Specify what value strings are displayed for specific device attributes
The SER Migration Utility or SER Upgrade Utility provides the ability to import
such a Microsoft Excel file into the SER application. The SER Upgrade Utility
comes with the installation of the SER web server and SER web client.
Important: importing SER application configuration data from an Excel Microsoft file
will erase any pre-existing configuration in the SER database.
To activate the SER Upgrade Utility, click “All Programs > PowerLogic eSolutions
> SER > SER Migration Utility”. The following figure illustrates the SER Upgrade
Utility, with the “SER Migration” menu pulled down to reveal the “Excel Import”
entry.
Figure 39, SER Upgrade Utility
On the menu bar, select “SER Migration”, pull-down, and click on “Excel Import”
and follow instructions as specified in the dialog box.
Refer to Appendix A to comprehend the layout of the Excel File and its contents.
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APPENDIX A – EXAMPLE OF A MS EXCEL FILE w/SER
CONFIGURATION
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APPENDIX B – TIME-STAMPING & EVENT-LOGGING DEVICES
The following devices are integral to the SER system and viewable on the SER
event logging software.
1. Power Logic Circuit Monitor 4250 w/SER Log (w/Firmware, Version 14.072
or Greater)
2. Power Meter 870
3. SEPAM Model 20
4. SEPAM Model 40
5. SEPAM Model 80
6. SEPAM Model 1000
7. SEPAM Model 2000
8. Monaghan Pro Time
9. Monaghan SER x53 Card in a PLC
10. Monaghan 984 SER Card in a PLC
11. General Electric (GE) Multilin 489
12. General Electric (GE) Multilin 745
13. General Electric (GE) Multilin 750 / 760
14. Cyber Sciences SER 3200
15. Power Measurement ION 7550*
16. Power Measurement ION 7650*
17. Power Measurement ION 8600A/B/C*
*Note: ION device events are time-stamped to the millisecond, but these events do not have
a time quality showing the device's time synchronization status at the time of the event.
The user should refer to a device’s instruction bulletin for installation and
configuration.
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APPENDIX C – NOTES ON SER INSTALLATION
Installation Prerequisites
Table 1, Installation Prerequisites
The following prerequisites must be met to successfully install SER 7.3 or
greater.
Control
Processor
Framework
IIS
Operating System
Hard Disk
Drive
Display
Other Devices
Other Requirements
Other Components
Description
600-megahertz (MHz) Pentium III-compatible or faster processor; 1gigahertz (GHz) or faster processor recommended
.NET Framework 3.5 is required. If it is not installed the setup will
attempt to install it.
Internet Information Services v. 5 or later.
• Windows XP with Service Pack 2 or later
• Microsoft Windows 2000 Professional with SP4
• Microsoft Windows 2000 Server with Service Pack 4 or later
• Windows Server 2003 Standard, Enterprise, or Datacenter editions
with Service Pack 1 or later
• Windows Server 2003 Web Edition SP1
• Windows Small Business Server 2003 with Service Pack 1 or later
• Windows Vista Business or Ultimate editions
• Windows Server 2008
• Windows 7
Approximately 1 GB for install, 20 GB or greater recommended for data
depending on system size.
CD-ROM or DVD-ROM drive
Super VGA (1024x768) or higher-resolution video adapter and monitor
Microsoft Mouse or compatible pointing device
Microsoft Internet Explorer 5.0 or later
• OPC Core Components 2.0
• Microsoft Data Access Components v. 2.8
• Windows Installer v. 3.1
Details about SER Installation
It is important that Internet Information Services be installed before attempting to install
SER 7.0 or greater. If IIS is not installed, you will get a notice to install Internet Information
Services. Please install IIS using Add or Remove Programs available in Control Panel.
The SER 7.3 (or Greater) Web Install will attempt to detect the following applications.
1.
2.
3.
4.
5.
60
.Net Framework V3.5
Windows Installer V3.1
Microsoft Data Access Components V2.8
OPC Core Components V2.0
MS SQL Express 2005
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If one of the above components is not found, SER 7 (or greater) setup attempts to install them from
the SER Media.
The install will also add two new groups to your local computer - SERAdmin and SERUser. In
order to perform certain setup and administration tasks using the SER 7.0 (or greater) web site, a
user must be a member of the SERAdmin group or must be an administrator on the server
machine where the SER application is installed.
In order to log certain system events in a consistent manner the install will also change the system
Application and System log size to at least 1024 kb and set them to overwrite events as needed.
After the install is completed the web site should be present in the selected directory. The SER
service files are located in the Program Files directory under “POWERLOGIC eSolutions\SER.”
The SER service will not be started by the install. Before starting the service you will need to
configure your system with the correct devices and events.
Links to the start page for SER and the Users guide will be added to the “All Programs” section of
the Start Menu under “PowerLogic eSolutions”, “SER”.
Note: the SER 7.0 (or greater) software uses TCP port 502 to communicate with devices
which are part of the system. Traffic on this port from the server is normal and required in
order for the system to work properly. Firewalls which block port 502 between the server
and devices will prevent the server from reading events on those devices.
Note: the SER 7.4 (or greater) software uses TCP ports 7700, 7801, 7802, and 7803 to
communicate with ION devices which are part of the system. Traffic on these ports from the
server is normal and required in order for the system to work properly. Firewalls which
block ports 7700, 7801, 7802, or 7803 between the server and ION devices will prevent the
server from reading events on those devices.
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APPENDIX D – SYMPTOMS & TROUBLESHOOTING
If symptoms exist and do not match with the ones listed below or if the attempt to implement
prescribed solution does not resolve the issue, then please contact Tech Support at 615-287-3400.
Table 2, Symptoms & Troubleshooting
Symptoms
Solutions
Error message “Access is denied” comes
up when opening SER Web Site.
Select Start>Control Panel>Administrative
Tools>Internet Information Services. Expand Local
computer. Expand web sites. Expand default
web site. Right click “PLeSolutionsWeb” and go to
properties. Click “Directory Security” tab. Next to
“anonymous access and authentication control”,
click the edit button. Check the Integrated
Windows Authentication and click the apply button.
Close all windows and open the SER web page.
“HTTP Keep-Alives” is not enabled. Click
Start>Control Panel>Administrative Tools>Internet
Information Services. Expand local computer.
Expand web sites. Right click to expand default
web site and go to properties. Enable “HTTP
Keep-Alives”.
This series of events happens when .Net
Framework 3.5 was installed before IIS was. Run
“iisnetreg.bat” located in the “TOOLS” folder of the
SER installation CD.
Check to see if firewall is up. If it is, then open port
80 on the firewall.
(Applicable Only for Windows 2003
Server.) Error message “You are not
authorized to view this page” comes up
after logging into the SER Web Site.
Error message "Something did not install
properly” comes up during the SER Web
install. After the appearance of the
message, the software uninstalls.
The Ser Web Site displays the error
message “The page cannot be
displayed”.
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APPENDIX E – CM4 IOC44 & IOX, REGISTERS & ADDRESSES
Table 3, CM4 IOC44 (Slot A) Registers & Addresses
Default Alarm
Name
Dig In / A-S1
Dig In / A-S2
Dig In / A-S3
Dig In / A-S4
Relay / A-R1
Relay / A-R2
Relay / A-R3
Dig Out / A-R0
I/O Point Digital Input &
Output Statuses
Register
Number 1
Register
Number 2
IO Point 03 Digital Input Status
IO Point 04 Digital Input Status
IO Point 05 Digital Input Status
IO Point 06 Digital Input Status
IO Point 07 Digital Input Status
IO Point 08 Digital Input Status
IO Point 09 Digital Input Status
IO Point 10 Digital Input Status
4385
4415
4445
4475
4505
4535
4565
4595
4360
4390
4420
4450
4480
4510
4540
4570
I/O Point Digital Input &
Output Statuses
Register
Number 1
Register
Number 2
IO Point 19 Digital Input Status
IO Point 20 Digital Input Status
IO Point 21 Digital Input Status
IO Point 22 Digital Input Status
IO Point 23 Digital Input Status
IO Point 24 Digital Input Status
IO Point 25 Digital Input Status
IO Point 26 Digital Input Status
4865
4895
4925
4955
4985
5015
5015
5075
4840
4870
4900
4930
4960
4990
5020
5050
I/O Point Digital Input &
Output Statuses
Register
Number 1
Register
Number 2
IO Point 35 Digital Input Status
IO Point 36 Digital Input Status
IO Point 37 Digital Input Status
IO Point 38 Digital Input Status
IO Point 39 Digital Input Status
IO Point 40 Digital Input Status
IO Point 41 Digital Input Status
IO Point 42 Digital Input Status
5345
5375
5405
5435
5465
5495
5525
5555
5320
5350
5380
5410
5440
5470
5500
5530
Table 4, CM4 IOC44 (Slot B) Registers & Addresses
Default Alarm
Name
Dig In / B-S1
Dig In / B-S2
Dig In / B-S3
Dig In / B-S4
Relay / B-R1
Relay / B-R2
Relay / B-R3
Dig Out / B-R0
Table 5, CM4 IOC44 (Slot C) Registers & Addresses
Default Alarm
Name
Dig In / C01
Dig In / C02
Dig In / C03
Dig In / C04
Dig In / C05
Dig In / C06
Dig In / C07
Dig In / C08
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APPENDIX F – Database Maintenance Utility
Overview
The Database Maintenance Utility is a set of SQL scripts scheduled to run daily
as a Windows scheduled task. These tasks are installed during the APM install
to facilitate the maintenance of the various databases associated with eSolutions
products.
Maintenance Scripts
The scripts associated with the database maintenance tasks are located in the
DBMaintenance directory. To change the directory for the backup or some other
aspect of the maintenance tasks, edit the scripts in the subdirectory associated
with the particular task.
Schedule
All tasks associated with the Database maintenance are scheduled to run once
per day during the early morning hours.
Tasks
Database Backup – Backup databases
Log Backup – Backup log files
Rebuild Index – Rebuild table indexes
Reorg Index – Reorganize Indexes
ShrinkTranLog – Shrink Transaction Log
TrimDiagnosticLogTable – Remove old diagnostic events. By default this task
leaves 5000 records for diagnostic events. Usually, this number is sufficient for
monitoring the health of the system. If you wish to leave more events in the table
you may edit the TrimDiagnosticLogTable.sql file. It is recommended no more
than 50,0000 records be left in this table as it risks filling the 4GB limit on the
SQL express database.
TrimEventsTable – Remove old monitoring events. By default this leaves
1,000,000 records in the table. If you wish to leave more records or do not wish
to trim the events table edit the TrimEventsTable.sql file or disable the scheduled
task.
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APPENDIX G – INSTALLING AN SER SYSTEM – OVERVIEW
Table 6, Installing & Setting Up an SER System
1. Mount and setup event-logging and time-stamping devices and wire to appropriate
automated electrical or mechanical equipment, such as circuit breakers, circuit
relays, flow valves, etc.
The event-logging and time stamping devices capture, log, and time-stamp events that
occur within an electronically automated circuit breaker, circuit relay, flow valve, or any
other piece of electronically automated equipment that generates operational, twostate discrete data. An event occurs when a two-state electrical signal transitions from
either a “zero” state to a “one” state or vice versa. Event-logging and time-stamping
devices - such as PowerLogic’s Circuit Monitor 4250’s - automatically time-stamp and
log the transitions with GPS time values.
2. Mount and setup GPS antenna, GPS receiver, and GPS signal distribution &
conversion equipment and wire to appropriate event logging and time-stamping
devices.
GPS antenna, receiver, and signal distributor (GPS Signal Equipment) provide the
millisecond time-stamp to the two-state discrete events logged in the event-logging
and time-stamping devices.
3. Setup and establish data network communications between event-logging and timestamping devices and the SER event logging software on a PC Server, using Modbus /
TCP.
4. Install and setup SER event logging software onto PC Server.
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Figure 40, Example Layout of an SER System
GPS Signal
Equipment
Event Logging &
Time Stamping
Devices
Event Logging & Time
Stamping Devices
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Electrical equipment should be installed, operated, serviced, and maintained only by
qualified personnel. No responsibility is assumed by Schneider Electric for any
consequences arising out of the use of this material.
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