metasys checkout tool user's guide

Table of Contents Metasys® Checkout Tool User’s Guide

Chapter 1 Using This Guide.................................................................1-1

Introduction...................................................................................................... 1-1

Key Concepts................................................................................................... 1-2

Chapter Organization .....................................................................................................1-2

Chapter 2 Introduction to the Metasys® Checkout Tool...................2-1

Introduction...................................................................................................... 2-1

Key Concepts................................................................................................... 2-2

M-Tool ............................................................................................................................2-2 Metasys Checkout Tool..................................................................................................2-2 Specifications .................................................................................................................2-3 Metasys Checkout Tool Revisions .................................................................................2-4 Migrating from Release 1.X to 2.0..................................................................................2-5 Palm Compatible Handheld Device ...............................................................................2-5 CVTPRO Converter .......................................................................................................2-7 Cable Pro Converter ......................................................................................................2-7 Checkout Conduit...........................................................................................................2-7 Metasys Checkout Tool Interface...................................................................................2-8 Project Menu ..................................................................................................................2-9 Options Menu.................................................................................................................2-9

© April, 2001 Johnson Controls, Inc. www.johnsoncontrols.com

2 Tools

Detailed Procedures...................................................................................... 2-11

Migrating from N2 Checkout Tool Release 1.X to Metasys Checkout Tool Release 2.02-11 Installing the Checkout Conduit on a Personal Computer (PC) ...................................2-11 Loading the Metasys Checkout Tool Software.............................................................2-13 Connecting the Palm Compatible Handheld Device to the N2 Bus..............................2-16 Connecting the Palm Compatible Handheld Device to the Zone Bus..........................2-16 Starting the Metasys Checkout Tool ............................................................................2-17 Creating a New Project ................................................................................................2-17 Selecting a Project .......................................................................................................2-18 Renaming a Project......................................................................................................2-18 Deleting a Project.........................................................................................................2-19 Changing the Override Password ................................................................................2-20 Changing the Sorting Options of the Poll Table ...........................................................2-21 Changing Analog Input Display Units...........................................................................2-21 Changing the Delete Application Password .................................................................2-22 Enabling or Disabling the Delete Application Ability.....................................................2-22 Displaying the About Metasys Checkout Information...................................................2-23

Chapter 3 Polling the N2 Network or Zone Bus for Devices.............3-1

Introduction...................................................................................................... 3-1

Key Concepts................................................................................................... 3-2

Poll Types ......................................................................................................................3-2 Polling (Discovery) Process ...........................................................................................3-3 Supported Devices.........................................................................................................3-4

Detailed Procedures........................................................................................ 3-5

Polling the N2 Network for Devices................................................................................3-5 Polling the N2 Network for a Single Input/Output of Devices.........................................3-5 Polling the Zone Bus for a Device..................................................................................3-7

Chapter 4 Checking Out Devices ........................................................4-1

Introduction...................................................................................................... 4-1

Key Concepts................................................................................................... 4-2

Device Checkout ............................................................................................................4-2

Table of Contents 3

Supported Devices.........................................................................................................4-2 Checkout Form Sample .................................................................................................4-3 Note Feature ..................................................................................................................4-3 Override Password Security...........................................................................................4-4 Release Overrides .........................................................................................................4-4 VMA Addressing ............................................................................................................4-5 AI Scaling .......................................................................................................................4-5 Project Database............................................................................................................4-5 Checkout Conduit...........................................................................................................4-6 Checkout Report ............................................................................................................4-6

Detailed Procedures........................................................................................ 4-9

Selecting a Device for Checkout ....................................................................................4-9 Configuring Analog Input (AI) Scaling ..........................................................................4-10 Reading Analog Inputs.................................................................................................4-10 Reading Binary Inputs..................................................................................................4-11 Overriding Analog Outputs (AOs) ................................................................................4-11 Overriding Binary Outputs............................................................................................4-13 Entering a Note about a Specific Device......................................................................4-14 Viewing a Note about a Specific Device ......................................................................4-14 Changing the N2 Address of a VMA over the Zone Bus..............................................4-14 Saving Device Data to the Project Database ...............................................................4-16 Deleting a Device from the Poll Table..........................................................................4-18 Beaming a Project Database to Another Palm Compatible Handheld Device .............4-18 Creating a Checkout Report.........................................................................................4-19

Appendix A Alert Messages.................................................................... 1

Introduction......................................................................................................... 1

Metasys Checkout Tool User’s Guide 1-1

Chapter 1 Using This Guide

Introduction The Metasys® Checkout Tool User’s Guide provides information on how to set up and use the Metasys Checkout Tool. The Metasys Checkout Tool runs on a Palm™ compatible handheld device and aids in verifying controller wiring after installation. This chapter outlines the guide’s organization and content.

Note: The name of this product has changed from the N2 Checkout Tool to the Metasys Checkout Tool because of the added Zone Bus support. We have continued the version numbering for continuity.

© January 24, 2003 Johnson Controls, Inc. www.johnsoncontrols.com Code No. LIT-1201102 Software Release 2.0

Using This Guide 1-2

Key Concepts Chapter Organization

Most chapters of this Metasys Checkout Tool User’s Guide contain three sections as described in Table 1-1.

Table 1-1: Chapter Organization Section Description Introduction Briefly outlines the contents of the chapter. Key Concepts Describes background information necessary to

perform or understand specific tasks. Detailed Procedures Describes in detail the steps needed to

complete specific tasks described within the chapter. This section is geared toward users who are new to the Metasys Checkout Tool.

A section is omitted if it is not necessary for a particular chapter. For example, this chapter, Using This Guide, does not contain a Detailed Procedures section.

Controls Group 507 E. Michigan Street P.O. Box 423 www.johnsoncontrols.comMilwaukee, WI 53201 Published in U.S.A.


Chapter 2 Introduction to the Metasys® Checkout Tool

Introduction The Metasys® Checkout Tool is a part of the M-Tool family of products. The Metasys Checkout Tool helps the user perform basic installation and wiring checkout through an easy-to-use interface on a Palm™ compatible handheld device. This chapter describes how to:

• migrate from N2 Checkout Tool Release 1.X to Metasys Checkout Tool Release 2.0

• install the Checkout Conduit on a Personal Computer (PC)

• load the Metasys Checkout Tool software

• connect the Palm compatible handheld device to the N2 Bus

• connect the Palm compatible handheld device to the Zone Bus

• start the Metasys Checkout Tool

• create a new project

• select a project

• rename a project

• delete a project

• change the override password

• change the sorting options of the Poll Table

• change Analog Input display units

• change the Delete Application Password

• enable or disable the Delete Application Ability

• display the About Metasys Checkout information


Introduction to the Metasys Checkout Tool 2-2

Key Concepts M-Tool

M-Tool is a suite of tools that provides an intuitive and efficient work environment. M-Tool is divided into two major groups of tools:

• Configuration Tools - contains software tools, such as HVAC PRO software, used to support N2 based field controllers

• System Tools - contains Project Builder, Comm Pro, M-Pro, Site Book, Site Manager, N30 Upgrade, and Loader

In addition, there are tools, such as the Metasys Checkout Tool, which run on a Palm compatible handheld device to verify the wiring of controllers on the N2 network or Zone Bus.

For more information on M-Tool, refer to the M-Tool Overview and Installation Technical Bulletin (LIT-693100).

Metasys Checkout Tool The Metasys Checkout Tool provides a semi-automated method to check the wiring of controllers on the N2 or Zone Bus. Once power is supplied to the N2 or Zone Bus controllers, the Metasys Checkout Tool allows you to validate the input/output wiring, communication wiring, and sensor/actuator setup. The tool does not allow the downloading of controllers. The tool is used after installation to verify:

• wiring of N2 or Zone Bus controllers

• addresses of all the controllers

• input wiring by reading the inputs of the controllers

• output wiring by setting the outputs of the controllers

The checkout is typically done before the mechanical system is operational. The data collected by the Palm compatible handheld device is stored in a database and given to the Johnson Controls service technician. The service technician then uses the data to look for commissioning problems.


Specifications Product Name Metasys Checkout Tool

IBM® WorkPad®, PalmIII family, PalmV family, or other Palm compatible handheld device

Available at www.ibm.com, www.palm.com, or retail stores

Hardware

CVTPRO converter (AS-CVTPROxxx-x) or Cable Pro converter (AS-CBLPRO-2)

Available through Johnson Controls, Inc.

Operating System Palm OS Operating System 3.1 to 4.x (or equivalent Palm compatible operating system)

Available at www.ibm.com, www.palm.com, or retail stores

Palm Compatible Handheld Device

1 MB RAM minimum

Application Size 350 KB maximum program RAM usage Database Size 30 KB maximum RAM usage for 75 controllers Database Storage Limited only by available RAM memory. Discovery Time Less than 20 seconds to discover up to 200 N2 devices on a single N2 trunk Battery Life 6 hours of continuous use


Metasys Checkout Tool Revisions Table 2-1 shows the Metasys Checkout Tool revision history. Each subsequent version includes the features and fixes of the previous version plus any modifications listed. The Metasys Checkout Tool is available through the Branch Purchase Package (BPP).

Table 2-1: Metasys Checkout Tool Revision History Checkout Tool Revision Description of Changes N2 Checkout Tool

1.0 Original Release

N2 Checkout Tool 1.2

• DX controller polling error fixed • Minor display errors fixed • Entering project name bug fixed • Fixed the problem causing the Checkout Tool to crash when loaded onto a device

running the Palm Operating System Version 3.0. N2 Checkout Tool

1.3 • Support added for Analog Input (AI) Scaling of Air Handling Unit (AHU)

controllers. • Increased the maximum number of databases supported from 50 to 75. • Fixed the fatal error that occurred when 50 databases existed and the user

attempted to create more databases. • Added a Creator ID check when opening databases to prevent a fatal error that

occurred when opening databases from other applications. Metasys Checkout

Tool 2.0 • Support added to checkout PHX, DX-9100, XT9100, XTM105, and TC9100

controllers. • Support added to checkout Variable Air Volume (VAV), VAV Modular Assembly

(VMA), Unitary (UNT), and AHU controllers over the Zone Bus. • Added an Input/Output (I/O) Poll feature for scanning a network of devices for a

single I/O point. • Added a software addressing feature for changing the N2 Address of VMAs over

the Zone Bus. • Added a feature to add notes to devices on the checkout form. • Added password security for overriding outputs and deleting applications in a

device.


Migrating from Release 1.X to 2.0 The latest version of the Metasys Checkout Tool is Release 2.0. To upgrade the N2 Checkout Tool software from Release 1.X to the Metasys Checkout Tool Release 2.0, see the Migrating from N2 Checkout Tool Release 1.X to Metasys Checkout Tool Release 2.0 procedure in this chapter.

IMPORTANT: If the N2 Checkout Tool (N2 Check) Version 1.2 or earlier exists on the handheld device, the Metasys Checkout Tool Version 2.0 does not work. You must delete N2 Check Version 1.2 or earlier, or upgrade to N2 Check Version 1.3 before installing Metasys Checkout Tool Version 2.0. To delete an application on a Palm compatible handheld device, select Delete from the App (Applications) menu.

Palm Compatible Handheld Device The Metasys Checkout Tool application runs on a Palm compatible handheld device, such as the Palm handheld unit or the IBM WorkPad unit. The Palm compatible handheld device connects to the N2 or Zone Bus using the CVTPRO or Cable Pro converter.

Before the Palm compatible handheld device can be used to check out an N2 or Zone Bus controller trunk, the device needs to be set up. Setup is performed once at the start of each checkout session. Figure 2-1 shows the features of the Palm compatible handheld device.


Figure 2-1: Palm Compatible Handheld Device

Features Graffiti® Writing Area - Using the stylus to write on the Graffiti writing area surface with the Palm Graffiti script enters text in the Palm compatible handheld device.

Alphabetical Keyboard - Pressing the Alphabetical Keyboard selector displays a keyboard for inserting text.

Numerical Keyboard - Pressing the Numerical Keyboard selector displays a keyboard for inserting numbers.

Familiarize yourself with the use of a Palm compatible handheld device before you continue with this guide. For more information, refer to your Palm compatible handheld device documentation.


CVTPRO Converter The CVTPRO Interface Converter serves as a converter between room sensors/controllers communicating over either the N2 or Zone Bus and a user interface. The user interface for the Metasys Checkout Tool is the Palm compatible handheld device. For more information, refer to Auxiliary Gear Technical Bulletin (LIT-6363080).

Cable Pro Converter The Cable Pro Converter (AS-CBLPRO-2) is a device that converts Zone Bus signals to RS-232 signals. The Zone Bus operates at 1200 baud. For more information, refer to Auxiliary Gear Technical Bulletin (LIT-6363080).

Checkout Conduit The Checkout Conduit is a software plug-in to the HotSync® Manager. The Checkout Conduit requires no user configuration and automatically runs in the background with the HotSync Manager during a HotSync operation. Each time a HotSync operation is performed, the Checkout Conduit generates checkout reports on the PC for the Checkout projects in the Palm compatible handheld device.

Note: Install the Palm Computing HotSync Manager on the PC before you install the Checkout Conduit software. The HotSync Manager software automatically installs during the Palm Desktop software installation provided with the Palm compatible handheld device purchase.


Metasys Checkout Tool Interface The operator interface to the Metasys Checkout Tool is a series of dialog boxes and screens. The Welcome screen is the first screen of the Metasys Checkout Tool and displays copyright and release information for the tool (Figure 2-2).

Figure 2-2: Welcome Screen The Poll Table displays the devices found during the polling process. When beginning a checkout session, the Poll Table screen displays data from the previous checkout session. If no devices have been polled, the Poll Table is blank. If this is the first time using the tool, a default project appears (Figure 2-3).

Figure 2-3: Poll Table Screen Individual form screens display the values of the inputs and outputs of the selected device. For example, Figure 2-4 displays after selecting the VMA1420 from the Poll Table.

Figure 2-4: VMA1420 Form Screen


Project Menu Figure 2-5 shows the Project menu of the Metasys Checkout Tool. Table 2-2 describes the menu items. Access the Project menu by pressing the Poll Table header on the Poll Table screen (Figure 2-3).

Figure 2-5: Project Menu

Table 2-2: Project Menu Project Menu Item Description New Creates a new project database. Rename Changes the name of a project database. Beam Sends a project database to another Palm compatible handheld device. Delete Removes a project database.

Options Menu Figure 2-6 shows the Options menu of the Metasys Checkout Tool. Table 2-3 describes the options. Access the Options menu by pressing the Poll Table header on the Poll Table screen (Figure 2-3).

Figure 2-6: Options Menu


Table 2-3: Options Menu Option Description

Changes the sorting options of the Poll Table. N2 Down Displays N2 Addresses in ascending order on the Poll Table. N2 Up Displays N2 Addresses in descending order on the Poll Table. Model Displays devices in alphabetical order on the Poll Table based on the

model name.

Poll Table Sort

Checked Out

Displays devices in two groups, those checked out and those not checked out.

Device Display Units Changes the display units of the AI values (Degrees F/Degrees C) from United States (US) to System International (SI).

Change Override Password

Changes the override password. The default password is 2468. You must enter the old password to change the password. If you enter a new password, you are required to enter that password when attempting to override outputs of a device.

Toggle Delete App Ability

Enables or disables the ability to delete applications.

Change Delete App Password

Changes the password used to delete applications.

About Metasys Checkout

Displays the version and copyright information of the Metasys Checkout Tool.


Detailed Procedures Migrating from N2 Checkout Tool Release 1.X to Metasys Checkout Tool Release 2.0

IMPORTANT: If the N2 Checkout Tool (N2 Check) Version 1.2 or earlier exists on the handheld device, the Metasys Checkout Tool Version 2.0 will not work. You must delete N2 Check Version 1.2 or earlier, or upgrade to N2 Check Version 1.3 before installing Metasys Checkout Tool Version 2.0.

To migrate from N2 Checkout Tool Release 1.X to Metasys Checkout Tool Release 2.0:

1. Delete the N2 Checkout Tool Release 1.2 or earlier from the Palm compatible handheld device by selecting Delete from the App (Applications) menu. Refer to the Palm compatible handheld device documentation for more information on deleting applications.

2. Install the Checkout Conduit for Release 2.0. Refer to the Installing the Checkout Conduit on a PC procedure in this document.

3. Load the Metasys Checkout Tool Software Release 2.0 on the Palm compatible handheld device. Refer to the Loading the Metasys Checkout Tool Software procedure in this document.

Installing the Checkout Conduit on a Personal Computer (PC) Note: Before installing the Checkout Conduit, make sure the Palm compatible handheld device software is installed on your PC, and verify that the device is properly configured to perform the HotSync function with your PC. Refer to the Palm compatible handheld device documentation.

To install the Checkout Conduit on a PC:

1. Get the Metasys Checkout Tool application from the Branch Purchase Package (BPP).

2. Save the files of the BPP to your desktop or any directory on your PC such as C:\Temp.

3. Select checkout conduit install.exe on the desktop, or browse to the location on your hard drive where you saved the files and click checkout conduit install.exe. The InstallShield® Wizard Welcome screen appears.

4. On the Welcome screen, click Next. The Checkout Conduit Install Progress screen appears briefly while the Checkout Conduit is configured for the HotSync Manager. The InstallShield Wizard Welcome screen appears a second time.


Note: If the HotSync Manager software is not installed on the PC, the Checkout Conduit installation aborts and the error in Figure 2-7 appears.

Figure 2-7: Checkout Conduit Install Error 5. Click Next. The Checkout Conduit Setup InstallShield Wizard

Complete screen appears (Figure 2-8).

Figure 2-8: Checkout Conduit Setup InstallShield Wizard – Complete Screen 6. Click Finish.


Loading the Metasys Checkout Tool Software IMPORTANT: If the N2 Checkout Tool (N2 Check) Version 1.2 or earlier exists on the handheld device, the Metasys Checkout Tool Version 2.0 does not work. You must delete N2 Check Version 1.2 or earlier, or upgrade to N2 Check Version 1.3 before installing Metasys Checkout Tool Version 2.0. To delete an application on a Palm compatible handheld device, select Delete from the App (Applications) menu. Refer to the Palm compatible handheld device documentation.

Note: Before installing the Metasys Checkout Tool software, make sure the Palm compatible handheld device software is installed on your PC, and verify that the device is properly configured to perform the HotSync function with your PC. Refer to the Palm compatible handheld device documentation.

To load the Metasys Checkout Tool software:

1. Get the Metasys Checkout Tool application from the Branch Purchase Package (BPP).

2. Save the files of the BPP to your desktop or any directory on your PC such as C:\Temp if you have not already done so.

3. Run the Palm Install Tool. The Palm Install Tool dialog box appears on your PC (Figure 2-9).

Notes: The user name must correspond to the user name of the Palm compatible handheld device or the file does not download.

To check the user name of the Palm compatible handheld device, press the HotSync icon. The user name appears in the upper right side of the screen.


Figure 2-9: Palm Install Tool Dialog Box 4. Click the Add…button. The Open dialog box appears.

5. Browse to and select the Checkout.prc file (Figure 2-10).

Figure 2-10: Open Dialog Box 6. Click the Open button. The Install Tool dialog box reappears with

Checkout.prc in the File name field.


7. Click the Done … button. This prepares the file for transfer via the HotSync function and prompts you with a dialog box indicating that the file is installed the next time the HotSync function is performed (Figure 2-11).

Figure 2-11: Ready to Install Dialog Box 8. Click the OK button.

9. With the Palm compatible handheld device in the HotSync cradle, press the HotSync button. The HotSync Progress screen appears (Figure 2-12).

Figure 2-12: HotSync Progress Dialog Box 10. Close the dialog box after the HotSync operation is completed. The

Metasys Checkout Tool icon appears on the Palm compatible handheld device’s application screen (Figure 2-13).


Figure 2-13: Palm Compatible Handheld Device - Application Screen with Metasys Checkout Tool Application Icon

Connecting the Palm Compatible Handheld Device to the N2 Bus Refer to the Auxiliary Gear Technical Bulletin (LIT-6363080) to connect the Palm compatible handheld device to the N2 Bus. Be sure to connect the:

• Palm compatible handheld device to the CVTPRO converter

• CVTPRO converter to the N2 Bus

Connecting the Palm Compatible Handheld Device to the Zone Bus Refer to the Auxiliary Gear Technical Bulletin (LIT-6363080) to connect the Palm compatible handheld device to the Zone Bus. Be sure to connect the:

• Palm compatible handheld device to the CVTPRO converter or the Cable Pro converter

• CVTPRO converter or the Cable Pro converter to the Zone Bus


Starting the Metasys Checkout Tool To start the Metasys Checkout Tool:

1. On the main screen of the Palm compatible handheld device, select the Metasys Checkout Tool application (Figure 2-13). The Welcome screen appears (Figure 2-2).

2. On the Welcome screen, press OK. The Poll Table screen appears (Figure 2-14).

Figure 2-14: Poll Table Screen

Creating a New Project To create a new project:

1. On the Project menu, select New. The Create New Project dialog box appears (Figure 2-15).

Figure 2-15: Create New Project Screen Note: Alternately, select the project name in the lower right corner of the Poll Table screen. In Figure 2-14, the project name is Default Project. Select New Project from the project list (Figure 2-16).


Figure 2-16: Project List 2. On the Create New Project screen, select the New Project Name

line.

Note: Alternately, select an existing project from the Select Existing Project Name menu.

3. Using the Palm Graffiti writing area, enter a name for the new project or modify the name of the existing project using the suggested format described on the Create New Project screen. Project names are limited to a maximum of 24 characters. Valid characters include A-Z (uppercase and lowercase), 0-9, $, @, &, #, +, -, and space.

Note: Alternately, press ABC and 123 in the left and right corners of the Graffiti writing area to use the alphabetical and numerical keyboards to enter the project name.

4. Press OK.

Selecting a Project To select a project:

1. On the Poll Table screen, select the project name in the lower right corner of the screen. A project list appears (Figure 2-16).

2. On the Project List, select the desired project, Default Project, or New Project.

Renaming a Project Note: You cannot rename the Default Project or any project that is currently open.

To rename a project:

1. On the Project menu, select Rename. The Rename Project dialog box appears (Figure 2-17).


Figure 2-17: Rename Project Dialog Box 2. Press the arrow next to the Select Existing Project Name line. A

project list appears.

3. On the project list, select the desired project. The selected project name now appears in the Select Existing Project Name line and in the New Project Name line.

4. On the New Project Name line, change the name as desired. For example, Figure 2-18 shows an existing project name being changed from GWMiddleSchoolNC12 to GWMiddleSchoolNC13.

Figure 2-18: Rename Project Example 5. Press OK.

Deleting a Project Note: You cannot delete the Default Project or any project that is currently open.

To delete a project:

1. On the Project menu, select Delete. The Delete Project dialog box appears (Figure 2-19).


Figure 2-19: Delete Project Dialog Box 2. Press the arrow next to the Select Project line to view the list of

projects and select the desired project.

3. Press OK.

Changing the Override Password Note: If you change the password, you are required to enter the password when overriding the outputs of devices.

To change the override password:

1. On the Options menu, select Change Override Password. The Change Override Password dialog box appears (Figure 2-20).

Figure 2-20: Change Override Password Dialog Box 2. Enter the old password in the Old Password Line.

Note: If you are changing the password for the first time, the default password is 2468.

3. Enter the desired New Password in the New Password and Confirm Password lines.

4. Press OK.


Changing the Sorting Options of the Poll Table To change the sorting options of the Poll Table:

1. On the Options menu, select Poll Table Sort. The Change Poll Table Sort Order dialog box appears (Figure 2-21).

Figure 2-21: Change Poll Table Sort Order Dialog Box 2. Select the desired order. See the Poll Table Sort row of Table 2-3

for a description of the sorting options.

Notes: Selecting the Checked Out check box displays the devices in two groups, those checked out and those not checked out. This option executes in addition to the selected sorting option.

The sorting method only applies to the main Poll Table used for device discovery and for selecting devices for individual checkout. Devices on the I/O Poll Table always sort in ascending N2 Address order.

3. Press OK.

Changing Analog Input Display Units To change Analog Input display units:

1. On the Options menu, select Device Display Units. The Change Display Units dialog box appears (Figure 2-22).

Figure 2-22: Change Display Units Dialog Box 2. Select the desired units.


Changing the Delete Application Password To change the Delete Application Password:

1. On the Options menu, select Change Delete App Password. The Change Delete App Password dialog box appears (Figure 2-23).

Figure 2-23: Change Delete App Password Dialog Box 2. Enter the new password on the New Password line.

3. Enter the new password a second time on the Confirm Password line.

4. Press OK.

Enabling or Disabling the Delete Application Ability To enable or disable the Delete Application Ability:

1. On the Options menu, select Toggle Delete App Ability. The Toggle Delete App Ability dialog box appears (Figure 2-24).

Figure 2-24: Toggle Delete App Ability Dialog Box 2. Enter the Delete App Password on the line provided.

3. Press Enable to allow the deletion of applications, or Disable to prevent the deletion of applications.


Displaying the About Metasys Checkout Information To display the About Metasys Checkout information:

1. On the Options menu, select About Metasys Checkout. The Welcome screen appears (Figure 2-25).

Figure 2-25: Welcome Screen 2. Press OK.



Chapter 3 Polling the N2 Network or Zone Bus for Devices

Introduction The first step in the checkout process is using the Metasys® Checkout Tool to find and display (poll) the devices located on the N2 Network or Zone Bus. This chapter describes how to:

• poll the N2 Network for devices

• poll the N2 Network for a single input/output of devices

• poll the Zone Bus for a device


Polling the N2 Network or Zone Bus for Devices 3-2

Key Concepts Poll Types

The Metasys Checkout Tool performs three types of polling:

• N2 Bus - scans the N2 Bus for devices

• Zone Bus - scans the Zone Bus for a single device

• Inputs/Outputs (I/O) - scans the N2 Bus for inputs and outputs of devices

Before the checkout process, use the Metasys Checkout Tool to poll the bus for devices. The Checkout Tool creates a list of the devices found. Then you can select individual devices for the checkout process. For information on the checkout process, refer to the Checking Out Devices (LIT-1201105) chapter.

Figure 3-1 and Table 3-1 further describe these polling options.

Figure 3-1: Poll Type Screen

Table 3-1: Poll Type Options Option Description Device Poll Discovers devices. I/O Poll Discovers inputs and outputs of devices that are online on the N2 Bus. You cannot use

this polling method to discover devices. Use this polling method to poll many sensor types or override many I/Os at one time. See the I/O Poll Options in this table.

N2 Only Discovers devices on N2 networks that do not contain System 91 devices. Use this method for faster polling.

N2/Sys91 Discovers devices on N2 networks that contain System 91 devices such as DX9100s. Zone Only Discovers a single device on the Zone Bus. The Metasys Checkout Tool scans the Zone

Bus for a single device and, if found, adds the device to the Poll Table with a Z in the Bus column. You can poll the Zone Bus for Variable Air Volume (VAV), VAV Modular Assembly (VMA), Unitary (UNT), and Air Handling Unit (AHU) devices only. This option allows you to check out a single device on the Zone Bus.

Address Discovers devices within this user-defined address range. Discovers the following when you select I/O Poll. See I/O Poll in this table. Point Determines which AI, BI, AO, BO, or Actuator point to poll. AI, BI, AO, BO, Act Determines the type of point being polled.

I/O Poll Options

All, Even, Odd Determines the addresses being polled.


Polling (Discovery) Process Once the polling process begins, the Metasys Checkout Tool adds devices to the Poll Table as they are discovered. An audible beep sounds upon the discovery of each device. At the start of the discovery process, the bus status of all controllers changes to Offline, indicated by an O in the Bus column of the Poll Table. When each controller is discovered, the bus status changes to the type of bus in which the controller resides. For example, an N appears in the Bus column for a controller discovered on the N2 Bus. Table 3-2 identifies which letter in the Bus column corresponds with the different bus types.

Table 3-2: Bus Status Bus Column Letter Bus Type

N N2 Bus X XT Bus Z Zone Bus O Device is offline.

Note: The Metasys Checkout Tool application uses the Palm™ Operating System (OS) System Sound setting. Turning off the System Sound in the Palm OS Preferences turns off the sound in the Metasys Checkout Tool application.

One of the alerts described in Table 3-3 may appear during the polling process.

Table 3-3: Possible Alerts Alert Action The current database contains a different device at address XXX. Check that the correct project is open. Would you like to add the device to the database?

Press Add Device to add the device to the database and continue polling. Press Don’t Add to skip the device and continue polling.

There appears to be another N2 Master on the trunk. Disable all N2 masters before continuing!!!

Press OK, disable all N2 masters (for example, Network Control Modules [NCMs]), and restart the polling process. This error message may appear when attempting to discover devices on the N2 Bus while connected to the Zone Bus.

Warning!!! Possible duplicate N2 addresses at address 1 or address 2.

Note the possible address duplication, press OK, and check the addresses once the polling completes. This error message may appear when attempting to discover devices on the N2 Bus while connected to the Zone Bus.


Supported Devices Table 3-4 lists the devices supported in polling (devices that can be discovered by the Metasys Checkout Tool). Refer to Table 4-1 for a list of devices that can be checked out by the Metasys Checkout Tool.

Table 3-4: Polling Supported Devices Product Family Supported Devices Air Handling Unit (AHU) AHU100, AHU102, AHU103 Digital Controller* DX-9100-8454, DX-9100-8990, DX-9100-8991, DR-9100, DC-9100 Digital Control Module (DCM) DCM101, DCM140 Expansion Module* XP-9100, XPA-821, XPB-821, XPL-401, XPL-402, XPL-403, XPE-401,

XPE-402, XPE-403, XPE-404, XPT-401, XPT-861 Extension Module* XT-9100-8304, XTM-105, XTM-905 Intelligent Fire Controller (IFC) IFC2020 Metasys Integrator® Units (MIG) Metasys Integrator Units Multiplex Binary Module (XBN) XBN101 Multiplex Relay Electrically Maintained Module (XRE)

XRE101

Multiplex Relay Latched Module (XRL)

XRL101

Multiplex Relay Momentary Module (XRM)

NU-XRM101

Phoenix Interface Module PHX200, PHX600 TEC1100* TEC1101, TEC1102, TEC1103 Temperature Controller* TC-9100-0221, TC-9100-0330, TC-9100-0331, TC-9100-0332 Unitary (UNT) Controller UNT110, UNT111, UNT121, UNT140, UNT1108, UNT1126, UNT1144 Variable Air Volume (VAV) VAV110, VAV111, VAV141 VAV Modular Assembly (VMA) VMA1410, VMA1420, VMA1430, VMA1440 Vendor Devices (VND) Metasys compatible (by others) * System 91 devices that do not get polled without enabling System 91 polling from the Poll Table options

menu.


Detailed Procedures Note: Each of the following procedures begins on the Poll Table screen for the selected project. Use the drop-down menu selector to display the menus.

Polling the N2 Network for Devices To poll the N2 network for devices:

1. On the Poll Table screen for the selected project, press Start Poll. The Poll Type screen appears (Figure 3-1).

2. Select Device Poll.

3. Select N2 Only or N2/Sys91 as desired. Table 3-1 describes these options. For more information on polling, see the Poll Types and Polling (Discovery) Process sections of this document.

4. Enter the desired address range to scan for devices if different from the default range of 1 to 255.

5. Press OK to begin polling. Once complete, the Polling Complete dialog box appears (Figure 3-2).

Figure 3-2: Polling Complete Dialog Box 6. Press OK.

7. Review the list of devices found and check against a list of devices installed. If a controller does not appear on the Poll Table, find the problem device, fix the problem, and restart with Step 1.

Note: Refer to Checking Out Devices (LIT-1201105) to check out devices.

Polling the N2 Network for a Single Input/Output of Devices To poll the N2 network for a single input/output of devices:


2. Select I/O Poll. The I/O Poll options appear (Figure 3-3).


Figure 3-3: Poll Table with I/O Poll Options 3. Select N2 Only or N2/Sys91 as desired. See Table 3-1 and the

Poll Types and Polling (Discovery) Process sections of this document for more information on the polling options.

4. Enter the desired address range to scan if different from the default range of 1 to 255.

5. Enter the value of the specific point to poll in the Point line.

6. Select the type of point to poll from the AI/BI/AO/BO/Act line.

7. Select the desired addresses to poll from the All/Even/Odd line.

8. Press OK to begin polling. Figure 3-4 is an example of a complete I/O poll of Analog Inputs.

Figure 3-4: I/O Poll Example - Analog Input Note: If XT or XTM devices exist on the N2 or XT Bus being polled, you must initialize the data to use the I/O poll feature on those devices. To initialize the data, select the device on the Poll Table to enter the device’s checkout screen. Select the Sync/Refresh button and press Save.

9. Review the list of I/Os found and check against a list of I/Os wired. If an I/O does not appear on the Poll Table, find the problem I/O, fix the problem, and restart with Step 1.

Note: Refer to Checking Out Devices (LIT-1201105) to override or check out the I/Os.


Polling the Zone Bus for a Device To poll the Zone Bus for a device:


2. Select Device Poll.

3. Select Zone Only. Table 3-1 describes these options. For more information on polling, see the Poll Types and Polling (Discovery) Process sections of this document.

4. Press OK to begin polling. Once complete, the Polling Complete dialog box appears (Figure 3-5).

Figure 3-5: Polling Complete Dialog Box 5. Press OK.

6. Check that the device found matches the device installed. If a controller does not appear on the Poll Table, find the problem device, fix the problem, and restart with Step 1.

Note: Refer to Checking Out Devices (LIT-1201105) to check out the device.



Chapter 4 Checking Out Devices

Introduction After polling the N2 Network or Zone Bus for devices, checking out devices is the next step in the checkout process. Data from devices is examined to determine proper installation and wiring.

This chapter describes how to:

• select a device for checkout

• configure Analog Input (AI) scaling

• read analog inputs

• read binary inputs

• override Analog Outputs (AOs)

• override binary outputs

• enter a note about a specific device

• view a note about a specific device

• change the N2 Address of a VAV Modular Assembly (VMA) over the Zone Bus

• save device data to the project database

• delete a device from the Poll Table

• beam a project database to another Palm™ compatible handheld device

• create a Checkout report


Checking Out Devices 4-2

Key Concepts Device Checkout

Once polling the N2 Network or Zone Bus for devices completes, you can check out the devices. During checkout, examine devices to identify any installation or wiring problems by verifying:

• the input wiring by reading the inputs of the controllers

• the output wiring by setting the outputs of the controllers

Supported Devices Table 4-1 lists the devices supported for checkout. Devices are grouped into checkout forms based on product type. When a supported device is selected from the Poll Table, the corresponding checkout form appears.

Table 4-1: Supported Devices for Checkout Product Checkout

Form Name Supported Devices Number of Inputs/Outputs

Air Handling Unit (AHU)

AHU100 AHU100*, AHU102*, AHU103* 8 AI, 8 BI, 10 BO, 6 AO

XP9100 XP9102, XP9103, XP9104, XP9105, XP 9106

XPA821 XPA821 6 AI, 2 AO XPB821 XPB821 8 BO XPL400 XPL401, XPL402, XPL403 4 BI, 3 BO XPE400 XPE401, XPE402, XPE403,

XPE404 4 BI, 3 BO

XPT401 XPT401 4 BI, 4 BO

Expansion Modules

XPT861 XPT861 8 BO XT9100 XT9100 XTM105 XTM105

Extension Modules**

XTM905 XTM905 PHX200 PHX200 24 AI, 21 BI, 8 AO, 10 BO Phoenix Devices PHX600 PHX600 40 AI, 37 BI, 8 AO, 14 BO

Programmable Controllers

DX9100 DX9100

Continued on next page . . . * Indicates devices that can be discovered and checked out through the Zone Bus. ** You cannot check out Extension Modules residing on the XT Bus of a DX controller unless you download

the DX controller with an application containing the XT module.


Product (Cont.) Checkout Form Name

Supported Devices Number of Inputs/Outputs

Terminal Controller**

TC9100 TC9100-0221, TC9100-0330, TC9100-0331, TC9100-0332

UNT110 UNT110*, UNT140* 6 AI, 4 BI, 8 BO UNT111 UNT111*, UNT121*, UNT141* 6 AI, 4 BI, 2 AO, 6 BO UNT1108 UNT1108* 6 AI, 6 BI, 8 BO UNT1126 UNT1126* 6 AI, 6 BI, 2 AO, 6 BO

Unitary (UNT) Controller

UNT1144 UNT1144* 6 AI, 6 BI, 4 AO, 4 BO VAV110 VAV110* 6 AI, 4 BI, 8 BO Variable Air

Volume (VAV) VAV111 VAV111*, VAV141* 6 AI, 4 BI, 2 AO, 6 BO VMA1410 VMA1410* 2 AI, DPT, 3 BI, Actuator VMA1420 VMA1420* 4 AI, DPT, 3 BI, 2 AO, 5 BO,

Actuator VMA1430 VMA1430* 4 AI, DPT, 3 BI, 2 AO, 5 BO

VAV Modular Assembly (VMA)

VMA1440 VMA1440* 4 AI, 3 BI, 2 AO, 5 BO, Actuator * Indicates devices that can be discovered and checked out through the Zone Bus. ** You cannot check out Extension Modules residing on the XT Bus of a DX controller unless you download

the DX controller with an application containing the XT module.

Checkout Form Sample Figure 4-1 shows a sample of a UNT111 checkout form with the Analog Input (AI) tab selected. As described in Table 4-1, the UNT111 has six AIs. Use the Refresh button to update the device data.

Figure 4-1: UNT111 Checkout Form - AI Tab

Note Feature The Note feature lets you enter a text message for a specific device. For example, if a controller has a problem that you cannot fix immediately, you can enter a note as a reminder to fix it at a later time. Refer to the Entering a Note About a Specific Device and Viewing a Note About a Specific Device procedures in this document for information on adding and viewing notes.


Override Password Security The Metasys® Checkout Tool offers password security when overriding the outputs of the devices on your system. The default password is 2468. To implement this security feature, change the override password according to the Changing the Override Password procedure in the Introduction to the Metasys Checkout Tool (LIT-1201103) chapter. After changing the password, you are required to enter that password when attempting to override the outputs of a device.

Release Overrides The Release Overrides dialog box (Figure 4-2) appears upon exiting a device checkout form after performing overrides. This feature offers the option to release the overrides or not to release the overrides made on the device.

Figure 4-2: Release Overrides Screen

! CAUTION: Risk of fire hazard and damage to equipment. Leaving some outputs in the ON state could cause severe damage to equipment or impose a fire hazard.

For example, you might turn on a heating element and release the override that would turn on the fan when the heating requirement is exceeded. As a result, the heating element may overheat causing equipment damage or possible fire hazard.


VMA Addressing The VMA addressing feature lets you change the N2 Address of VMAs over the Zone Bus only using the Metasys Checkout Tool software. To perform this software addressing, all of the DIP switches of the VMA must be in either the ON position or the OFF position. This feature offers an alternative to changing the DIP switches manually through hardware addressing. Refer to Changing the N2 Address of a VMA on the Zone Bus procedure in this document.

For more information on hardware addressing and other methods of software addressing, refer to:

• VAV Modular Assembly (VMA) 1410/1420 Installation Instructions (Part No. 24-8740-1)

• VAV Modular Assembly (VMA) 1430 Installation Bulletin (Part No. 24-8986-18)

• VAV Modular Assembly (VMA) 1440 Installation Instructions (Part No. 24-9590-0)

AI Scaling When checking out devices, change the sensor type for each AI to match the sensor attached to the input to ensure the correct value of temperature, voltage, current, or resistance is displayed. If incorrect scaling is selected for an analog input, the Metasys Checkout Tool can display an incorrect value for that point. For example, if AI 1 is shown as 1 K Platinum when it should be 1 K Nickel, reconfigure the scaling for that AI to 1 K Nickel. Refer to Configuring AI Scaling in this chapter.

Changing the scaling using the Palm compatible handheld device does not impact the actual device on the N2 Network. The scaling math only occurs in the Palm compatible handheld device for the current device.

Note: To use 1 K Silicon scaling or to support DX, XT, or XTM devices, download the MathLib.prc file from the Checkout folder under Palm Applications on the M-Tool CD.

Project Database The data from each device or controller is saved in the database for the selected project. When all devices have been checked out, Checkout reports can be generated for each project, the project database can be beamed to another Palm compatible handheld device, or the project database can be deleted. For example, use the infrared beaming feature on the Palm compatible handheld device to send the project database to the Johnson Controls representative. See Beaming a Project Database to Another Palm Compatible Handheld Device in this chapter.


Use a Personal Computer (PC) with Checkout Conduit software and the Palm Computing HotSync® Manager and a Palm compatible handheld device cradle to generate Checkout reports for each project. To install the Checkout Conduit software, refer to the Introduction to the Metasys Checkout Tool (LIT-1201103) chapter. To generate a Checkout report, refer to Creating a Checkout Report in this chapter.

Checkout Conduit The Checkout Conduit is a software plug-in to the HotSync Manager. Each time a HotSync operation is performed, the Checkout Conduit generates checkout reports on the PC for the Checkout projects in the Palm compatible handheld device.

Note: The Palm Computing HotSync Manager must be installed on the PC before installing the Checkout Conduit software.

Checkout Report When the Palm compatible handheld device is synchronized with the PC, a report is generated on the PC for each Checkout project. Each report document is in Rich Text Format (RTF) and contains the following naming convention: project name + Report.doc. For example, the report name for the JC-NC1-Floor1 project is JC-NC1-Floor1Report.doc. Refer to Figure 4-3 and Figure 4-4 to see an example of the Device Summary and Device Data sections of the Checkout report.

The report document resides in the current HotSync Manager user directory within the Checkout folder created by the Checkout Conduit. The Checkout Conduit must be installed before generating a Checkout project report. Refer to the Installing the Checkout Conduit on a PC in the Introduction to the Metasys Checkout Tool (LIT-1201103) chapter.

Note: The Checkout Conduit overwrites existing reports with the same name in the current user directory. If you wish to save multiple projects with the same name, move the report from the current HotSync Manager user directory to another directory before each HotSync operation.


Report 1a

11.62345101213141516

N2 BusXT BusN2 BusOfflineN2 BusN2 BusN2 BusZone BusN2 BusN2 BusOfflineZone Bus

DX9100-2XT9100XTM101XTM101XTM101XTM101VAV110AHU100VMA1410VMA1420VMA1440VMA1420

YesYesYesNoNoNoNoNoYesNoNoYes

Figure 4-3: Checkout Report - Device Summary Example


Report 1b

Checkout Report 2

Device DX9100-2Address 1Bus State N2 BusData

Point Value Ovrd. Range Units COSAI1AI2AI3AI4AI5AI6AI7AI8AO1AO2AO3AO4AO5AO6AO7AO8BI1BI2BI3BI4BI5BI6BI7BI8BO1BO2BO3BO4BO5BO6

65.1970.26OpenOpenOpenOpen0.00110.0050000****************OpenOpenOpenOpenOpenOpenOpenOpenOffOffOffOffOffOff

NANANANANANANANA0 / 00 / 00 / 00 / 00 / 00 / 00 / 00 / 0NANANANANANANANANANANANANANA

Degrees FDegrees FDegrees FDegrees FDegrees FDegrees FNoneNone%%%%%%%%

NANANANANANANANA0000000011111111000000

Figure 4-4: Checkout Report - Device Data Example


Detailed Procedures Selecting a Device for Checkout

To select a device for checkout, select the desired device to check out on the Poll Table. The checkout form for the device appears if the device is Online on the N2, Zone, or XT Bus. An alert message appears if the device is not supported for checkout. See Table 4-1 for supported devices.

Notes: The Poll Table indicates the N2, Zone, and XT Bus as N, Z, and X in the Bus column, respectively. An O in the Bus column of the Poll Table indicates that the device is Offline. If the device is Offline, the following message appears (Figure 4-5).

Figure 4-5: Delete Device Dialog Box Select Yes to delete the device or select No to display the checkout screen of the device. You cannot refresh the data for the Offline device. Click OK if the Device Offline dialog box appears (Figure 4-6).

Figure 4-6: Device Offline Dialog Box


Configuring Analog Input (AI) Scaling To configure AI scaling:

1. On the checkout form, select the scaling arrow (for example, 1 K Nickel) for the AI. A pop-up menu appears (Figure 4-7).

Figure 4-7: Checkout Form with AI Scaling Pop-Up Menu 2. Select the desired scaling option.

Reading Analog Inputs To read analog inputs:

1. On the checkout form, select the Inputs or AI tab and press Refresh. The Refresh Wait screen appears while the tool waits for data from the controller. When complete, the checkout form appears and displays the most recent controller data (Figure 4-8).

Figure 4-8: Checkout Form - Inputs Tab 2. On the checkout form, check the data for range and accuracy. If the

data is incorrect, check the wiring and switch setting on the controller. Start over with Step 1.


Reading Binary Inputs To read binary inputs:

1. On the checkout form, select the Inputs or BI tab and press Refresh.

Note: Binary inputs and analog inputs are both located on the inputs tab on the VMA checkout forms (Figure 4-8). Binary inputs are located on the BI tab of the other checkout forms (Figure 4-9).

Figure 4-9: Checkout Form - BI Tab 2. On the checkout form, check the data for accuracy. If the data is

incorrect, check the controller and start over with Step 1.

Overriding Analog Outputs (AOs) Note: The controllers automatically release overrides made by the Metasys Checkout Tool (after a period of 5 to 10 minutes) when the Palm compatible handheld device is powered off or disconnected.

To override analog outputs:

1. On the checkout form, select the Outputs or AO tab.

2. Select the desired output.

3. Enter a value between 0 and 100 using the Palm OS Graffiti® writing area and press Save (Figure 4-10).

Figure 4-10: Checkout Form - Outputs Tab


Note: Some forms use a pop-up menu to select a value (Figure 4-11).

Figure 4-11: Checkout Form - Analog Outputs Pop-Up Menu Note: If the override ability is not enabled, the Toggle Override Ability dialog box appears (Figure 4-12). To override device output points, enter the password and select Enable. The Toggle Override Ability uses the override password. Refer to the Override Password Security section in this document.

Figure 4-12: Toggle Override Ability Dialog Box 4. Repeat Steps 1 through 3 for any additional changes.

5. Press Refresh. The outputs remain at the new values until changed by the Metasys Checkout Tool, power is removed from the controller, or the user exits the checkout form and selects Don’t Release on the Release Overrides screen (Figure 4-13).

Figure 4-13: Release Overrides Screen


Overriding Binary Outputs IMPORTANT: AHU, VAV, and UNT controllers automatically release overrides made by the Metasys Checkout Tool (after a period of 10 minutes) when the Palm compatible handheld device is powered off or disconnected.

To override binary outputs:

1. On the checkout form, select the Outputs or BO tab. Select the desired output. A pop-up menu appears (Figure 4-14).

Note: If the override ability is not enabled, the Toggle Override Ability dialog box appears (Figure 4-12). To override device output points, enter the password and select Enable. The Toggle Override Ability uses the override password. Refer to the Override Password Security section in this document.

Figure 4-14: Checkout Form - Binary Outputs Pop-up Menu 2. Select the desired value.

3. Repeat Steps 1 and 2 for any additional changes.

4. Press Refresh. The outputs remain at the new values until changed by the Metasys Checkout Tool, power is removed from the controller, or the user exits the checkout form and selects Don’t Release on the Release Overrides screen (Figure 4-13).


Entering a Note about a Specific Device To enter a note about a specific device:

1. On the checkout form, press Note. The Add a Note dialog box appears (Figure 4-15).

Figure 4-15: Add a Note Dialog Box 2. Enter the desired text message on the lines provided.

3. Press OK to save the note.

Viewing a Note about a Specific Device To view a note about a specific device:

1. On the checkout form, press Note. The Note appears.

2. Press OK to close the note and return to the checkout form.

Changing the N2 Address of a VMA over the Zone Bus Note: All of the DIP switches of the VMA must be in either the ON position or the OFF position in order to use the Metasys Checkout Tool to change VMA N2 addresses over the Zone Bus.

To change the N2 Address of a VMA over the Zone Bus:

1. On the checkout form of the desired VMA, press Refresh. The Refresh Wait screen appears while the tool waits for data from the controller. When complete, the checkout form appears and displays the most recent controller data (Figure 4-16).


Figure 4-16: VMA1420 Checkout Form Note: If you did not refresh the data on the checkout form, the Resync Data message appears (Figure 4-17). Press OK and Press Refresh on the checkout form.

Figure 4-17: Resync Data Dialog Box 2. Press the Addr Tab. The Re-Address Controller screen appears

(Figure 4-18).

Figure 4-18: Re-Address Controller Screen Note: You can only change the N2 Address of a VMA over the Zone Bus. If you attempt this procedure over the N2 Bus, the Re-Addressing Not Allowed dialog box appears (Figure 4-19). Click OK.


Figure 4-19: Re-Addressing Not Allowed Dialog Box If the DIP switches of the VMA are not set to 0, 254, or 255, the SW Addressing Not Allowed dialog box appears (Figure 4-20). Click OK. Follow the instructions in the dialog box before performing this procedure again.

Figure 4-20: SW Addressing Not Allowed Dialog Box 3. Enter the desired address in the New Addr line (Figure 4-18).

4. Press OK. The Wait screen appears while the address is being changed.

Saving Device Data to the Project Database To save device data to the project database:

On the checkout form, press Save. Data from the most recent Refresh and any Change-of-State (COS) information saves to the project database. Once complete, the Poll Table appears with a note icon next to the device name indicating the device was checked and contains saved data (Figure 4-21). The note icon appears filled in when the Metasys Checkout Tool detects a note for the device.


Figure 4-21: Poll Table

IMPORTANT: Repeat the previous procedures for each device.


Deleting a Device from the Poll Table To delete a device from the Poll Table:

1. Verify that the device is Offline as indicated by an O in the Bus column of the Poll Table.

2. Select the device on the Poll Table. The Delete Device dialog box appears (Figure 4-22).

Figure 4-22: Delete Device Dialog Box 3. Select Yes to delete the device from the project or select No to

return to the checkout screen of the device.

Beaming a Project Database to Another Palm Compatible Handheld Device

To beam a project database to another Palm compatible handheld device:

1. Place the sending and receiving Palm compatible handheld devices 0.6 to 1.5 m (2 to 5 ft) apart and facing one another.

2. Turn on the power of both devices.

3. On the Poll Table Project menu of the sending device (Figure 4-23), select Beam. The Beam Project dialog box appears (Figure 4-24).

Figure 4-23: Poll Table - Project Menu


Figure 4-24: Beam Project Dialog Box 4. Press the arrow of the Select Project line to view the list of projects

and select the desired project.

5. Press OK. A beaming progress dialog box briefly appears. On the receiving device, the Beam dialog box appears (Figure 4-25).

Figure 4-25: Beam Dialog Box 6. Press Yes to accept the project and an accepting project dialog box

briefly appears. Once complete, the project appears in the receiving device.

Note: If a project database with the same name exists on the recipient’s Palm compatible handheld device, an alert appears stating that existing data is overwritten upon proceeding.

Creating a Checkout Report Note: The Checkout Conduit overwrites existing reports with the same name in the current HotSync Manager user directory within the Checkout folder. If you wish to save multiple projects with the same name, move the report from the current HotSync Manager user directory to another directory before each HotSync operation.

To create a Checkout report:

1. Place the Palm compatible handheld device into the Palm cradle.

2. On the Palm cradle, press the HotSync Button. The HotSync Progress dialog box appears (Figure 4-26) while the Checkout Conduit generates a report for each Checkout project.


Figure 4-26: HotSync Progress Dialog Box Note: If errors occur during a HotSync operation, the HotSync Manager produces a log file containing any errors returned by the Checkout Conduit and a HotSync Problem dialog box appears (Figure 4-27). View the problem log for errors. A common error includes trying to perform a HotSync operation when a Checkout report is open in an editor, such as Microsoft® Word, that does not allow file sharing.

Figure 4-27: HotSync Problem Dialog Box


Metasys Checkout Tool User’s Guide 1

Appendix A Alert Messages

Introduction This appendix describes the possible Metasys® Checkout Tool alerts.


Appendix A: Alert Messages 2

Table A-1: Status Alert Messages Alert Name Alert Text Change Display Units Select Units. Delete Device The device selected is Offline. Cannot checkout. Do you want to

delete this device from the project? Device Offline The device is offline. Cannot checkout device. Display Units Have Changed. You have chosen to change the display units. If you have saved

data, you must select each device containing data and rescale each AI value in order for the new display units to be applied. Resave the data to keep changes.

Duplicate Devices The current database contains a different device at address [number]. Check that the correct project is open. Do you want to add the new device to the project?

Duplicate N2 Addresses Warning !!! Possible duplicate N2 addresses at address [number] or address [number].

Polling Complete Polling Complete! Device Discovery Located [number of devices] Devices.

Polling Complete Polling Complete! Device Discovery Located 1 Device at Address [number].

Release Overrides Would you like to release the overrides that were made on this device? Warning !!! Leaving some outputs in the ON state could cause severe damage to equipment or impose a fire hazard.

Save Complete Device data save to database complete. Unreleased Overrides Warning !!! You have possible unreleased overrides on a [device] at

address [number].

Metasys Checkout Tool User’s Guide 3

Table A-2: User Error Alert Messages Alert Name Alert Text Cannot Beam Open Project You cannot beam a project that is currently open. Switch to another

project before beaming this one. Confirm Password The new password does not match the confirmed password. Please

try again. Delete Project Error You cannot delete a project that is currently open. Switch to another

project before deleting this one. Delete Project Error You cannot delete the Default Project. Select another project to

delete. Duplicate Name Entered The project name entered already exists. Choose a unique project

name. Invalid Character An invalid character was entered. Please retry. Invalid Device Selected The device connected on the Zone Bus is different than the device

selected from the Poll Table. Cannot checkout device. Invalid N2 Address Range The N2 Start address cannot be greater than the N2 Stop address!!! Invalid Override Value Override value out of range! Invalid Password The Password entered is invalid. Please try again. Invalid Point The I/O point specified is invalid. Invalid Selection Cannot perform I/O Poll through the Zone Bus. Missing Mathlib Error The Mathlib.prc application must first be installed on this device in

order to perform this operation. Multiple Masters On Trunk There appears to be another N2 Master on the trunk. Disconnect all

supervisory controllers (i.e. NCM, N30, etc) before continuing. N2 Address Out Of Range Valid N2 address are from 1 to 255. Name Too Long The new project name cannot contain more than 24 characters. Poll in Progress A serial poll is currently in progress, please stop polling before

exiting. Serial Comm Loss Serial Timeout Error. Check N2 or Zone Bus Connections. Too Many Databases Cannot create database. Delete an existing one and try again. Unsupported Device The device type you selected for checkout is currently unsupported

by this tool.

Appendix A: Alert Messages 4

Table A-3: System Error Alerts Alert Name Alert Text Beam Project Error An error occurred while attempting to beam a project. Class Error Error obtaining data from Device! Create Database Error Could not create database! The handheld may have run out of

memory or another application may have a database with the same name.

Database Error Error obtaining record for the device. Database Error Error releasing a record! Database Not Found Error, could not locate project database. Delete All Records Error Error deleting all records from database. Delete Record Error Error deleting record from database. Open Project Error Error opening project database. PalmOS Version Error PalmOS version 3.1 or greater is required to run this application. Read Attribute Error Error reading attribute! Release Overrides Error Error releasing overrides to device. Warning !!! Leaving some

outputs in the ON state could cause severe damage to equipment or impose a fire hazard.

Save Preferences Error Error saving user preferences! Scaling Error Error applying scaling to analog input data! Serial Port Error Error Closing Serial Port! System Error Another application is using the serial port. System Error Not enough memory to open the serial port. System Error The serial port could not be opened. System Error The serial port could not be closed. System Error The serial port has timed out. System Error Parity error in the serial port. System Error Error loading the Serial Library. System Error Error setting serial port values. System Error Invalid scroll error. System Error Error reading application info block. System Error Error closing Mathlib library. Unknown Serial Error Unknown serial error. Closing the serial port. Write Attribute Error Error writing attribute! XT Device Error XT device power-up or serial link failure. Verify that the configuration

is correct. XP Device Error I2C Bus Error. Verify that the XP devices are connected properly.


metasys checkout tool user's guide

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