WorkStation Operating Guide (102403)

StruxureWare Building Operation
WorkStation
Operating Guide
04-14007-01-en
July 2013
StruxureWare Building Operation
WorkStation
Operating Guide
04-14007-01-en
July 2013
Copyright © 2013 Schneider Electric. All rights reserved.
The Schneider Electric brand and any registered trademarks of Schneider Electric Industries SAS referred to in this guide are the sole property of Schneider
Electric SA and its subsidiaries. They may not be used for any purpose without the owner's permission, given in writing. This guide and its content are
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Trademarks and registered trademarks are the property of their respective owners.
Contents
Introduction
1 About This Guide ......................................................... 17
1.1 Purpose of This Guide ................................................................. 19
1.2 How This Guide is Organized ...................................................... 20
1.3 Typographical Conventions ......................................................... 21
2 Additional Information .................................................. 23

2.1 Where to Find Additional Information ........................................... 25
2.2 Regulatory Notices ...................................................................... 26
Reference
3 Start, Enter and Exit Workstation .................................. 29
3.1 WorkStation Overview ................................................................. 31
3.1.1 Log on to WorkStation .............................................................. 31
3.1.2 User Experience ........................................................................ 31
3.1.3 Personalization ......................................................................... 31
3.1.4 Basic Functions ........................................................................ 31
3.1.5 Handle Values ........................................................................... 31
3.1.6 How Alarms Work ..................................................................... 32
3.1.7 How Events Work ..................................................................... 32
3.1.8 How Schedules Work ............................................................... 32
3.1.9 How Trend Logs Work .............................................................. 32
3.1.10 How Graphics Work .................................................................. 32
3.1.11 How Documents Work .............................................................. 32
3.1.12 WorkStation Help ...................................................................... 33
3.2 Starting WorkStation ................................................................... 34
3.3 Log on to WorkStation or WebStation ......................................... 35
3.3.1 Log on to WorkStation .............................................................. 35
3.3.2 Log on to WebStation ............................................................... 35
3.3.3 Remember me .......................................................................... 35
3.4 Logging on to WorkStation using your Windows Credentials ....... 36
3.5 Logging on to WorkStation as another Windows User ................. 37
3.6 Logging on to WorkStation as a Building Operation User ............. 39
3.7 Saving Log On Details ................................................................. 41
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3.8 Changing Your Password ........................................................... 42
3.9 Logging Off WorkStation ............................................................. 43
3.10 Exiting WorkStation ..................................................................... 44
4 Workspaces Work Area ............................................... 45

4.1 User Experience ......................................................................... 47
4.1.1 Workspace ............................................................................... 47
4.1.2 Different Layouts Using Panes ................................................... 47
4.1.3 WorkStation Shortcut keys ........................................................ 47
4.1.4 Windows .................................................................................. 47
4.2 Workspaces ............................................................................... 48
4.2.1 Panels ...................................................................................... 49
4.2.2 Web Pages ............................................................................... 49
4.3 Switching Workspaces ................................................................ 50
4.4 Different Layouts Using Panes ..................................................... 51
4.5 WorkStation Shortcut Keys ......................................................... 54
4.6 Selecting a Default Workspace .................................................... 56
4.7 Window Menu ............................................................................. 57
5 Modifying the Work Area Layout ................................... 59

5.1 Personalization ........................................................................... 61
5.2 Increase the Work Area in WorkStation ....................................... 62
5.2.1 Hide Toolbars and Panes .......................................................... 62
5.2.2 Full Screen Mode ...................................................................... 63
5.3 Using Full Screen Mode .............................................................. 64
5.4 Returning from Full Screen Mode ................................................ 65
5.5 Hiding Menus and Toolbars ......................................................... 66
5.6 Hiding Panes .............................................................................. 67
5.7 Resetting All User Settings .......................................................... 68
6 Filtering and Grouping .................................................. 69

6.1 Basic Functions .......................................................................... 71
6.1.1 Filter Objects Using Column Headings ...................................... 71
6.1.2 Columns ................................................................................... 71
6.1.3 Group and Sort Objects ............................................................ 71
6.1.4 Quick Filter ................................................................................ 71
6.1.5 Alarm and Event Details View .................................................... 71
6.2 Filter Objects Using Column Headings ........................................ 72
6.3 Filtering Objects .......................................................................... 73
6.4 Clear Filtering ............................................................................. 74
6.5 Columns ..................................................................................... 75
6.6 Columns in Views and Panes ...................................................... 76
6.7 Sort Objects ................................................................................ 77
6.8 Determining the Alarm State Sort Order ....................................... 78
6.9 Group and Sort Objects .............................................................. 79
6.10 Grouping and Sorting Objects ..................................................... 80
6.11 Removing the Group and Sort Objects Function .......................... 81
6.12 Quick Filter ................................................................................. 82
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7 Modifying Values .......................................................... 85
7.1 Modify Values ............................................................................ 87
7.1.1 Forced Values ........................................................................... 87
7.2 Adding a Value to the Watch Pane .............................................. 88
7.3 Saving a List of Values in the Watch Pane ................................... 89
7.4 Monitoring a Non-default Property .............................................. 90
7.5 Removing a Value from the Watch Pane ...................................... 91
7.6 Changing a Value in a Graphic ..................................................... 92
7.7 Forced Values ............................................................................. 93
7.8 Forcing a Value ........................................................................... 94
7.9 Releasing a Forced Value ............................................................ 95
7.10 Viewing an Unforced Value ......................................................... 96
8 Help Functions ............................................................. 97

8.1 WorkStation Help ........................................................................ 99
8.1.1 Help Settings ............................................................................ 99
8.1.2 Context Sensitive Help .............................................................. 99
8.2 Opening Help ............................................................................ 100
8.3 Getting Help on a Specific Topic ............................................... 101
9 Alarms ....................................................................... 103

9.1 How Alarms Work ..................................................................... 105
9.1.1 Alarm Acknowledgement ....................................................... 105
9.1.2 Alarm Assignment .................................................................. 105
9.1.3 Alarm Attachment ................................................................... 105
9.1.4 User Action ............................................................................. 105
9.1.5 Hide and Disable .................................................................... 106
9.1.6 Alarm State-change Logging .................................................. 106
9.1.7 Alarm and Event Details ......................................................... 106
9.1.8 Alarm View and Event View Columns Customization in
WebStation ............................................................................. 106
9.2 Alarm and Event Details ........................................................... 107
9.2.1 Alarm and Event Details in WorkStation ................................... 107
9.2.2 Alarm and Event Details in WebStation .................................... 107
9.3 Changing the Detail View Orientation ......................................... 109
9.4 Alarm Acknowledgement ......................................................... 110
9.5 Acknowledging an Alarm ........................................................... 111
9.6 Alarm Assignment ..................................................................... 112
9.6.1 Manual Assignment ................................................................ 113
9.7 Accepting an Alarm Assignment ................................................ 114
9.8 Releasing an Alarm Assignment ................................................ 115
9.9 Rejecting an Alarm Assignment ................................................. 116
9.10 Assigning an Alarm ................................................................... 117
9.11 Self-Assigning an Alarm ............................................................ 118
9.12 Alarm Attachment ..................................................................... 119
9.13 Opening an Alarm Attachment ................................................. 120
10 Alarm User Actions ................................................... 121

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10.1 User Actions ............................................................................. 123
10.1.1 Alarm Comments .................................................................... 123
10.1.2 Cause Notes ........................................................................... 123
10.1.3 Action Notes ........................................................................... 123
10.1.4 Checklists ............................................................................... 123
10.2 Alarm Comments ...................................................................... 124
10.3 Adding a Comment to an Alarm ................................................ 125
10.4 Viewing an Alarm Comment ...................................................... 126
10.5 Cause Notes ............................................................................. 127
10.6 Adding a Cause Note to an Alarm ............................................. 128
10.7 Viewing a Cause Note ............................................................... 129
10.8 Action Notes ............................................................................. 130
10.9 Adding an Action Note to an Alarm ............................................ 131
10.10 Viewing an Action Note ............................................................. 132
10.11 Checklists ................................................................................. 133
10.12 Adding a Check Mark to a Checklist .......................................... 134
10.13 Viewing a Checklist ................................................................... 135
11 Events ...................................................................... 137

11.1 How Events Work .................................................................... 139
11.2 Alarm and Event Details ........................................................... 140
11.2.1 Alarm and Event Details in WorkStation ................................... 140
11.2.2 Alarm and Event Details in WebStation .................................... 140
11.3 Opening the Alarms and Events Detail View ............................... 142
11.4 Changing the Detail View Orientation ......................................... 143
11.5 Opening Object Specific Events View ........................................ 144
12 Hide and Disable Alarms ............................................ 145

12.1 Hide and Disable ....................................................................... 147
12.1.1 Hide and Show Alarms ............................................................ 147
12.1.2 Disable and Enable Alarms ...................................................... 147
12.1.3 Recheck Alarms ...................................................................... 147
12.2 Hide and Show Alarms .............................................................. 148
12.3 Hiding an Alarm ........................................................................ 149
12.4 Unhiding a Hidden Alarm .......................................................... 150
12.5 Disable and Enable Alarms ........................................................ 151
12.6 Disabling an Alarm .................................................................... 152
12.7 Enabling an Alarm .................................................................... 153
12.8 Recheck Alarms ........................................................................ 154
13 Alarms State-Change Logging ................................... 155

13.1 Alarm State-change Logging .................................................... 157
13.2 Enabling State-Change Logging of an Alarm ............................ 158
13.3 Disabling State-Change Logging of an Alarm ............................ 159
13.4 Count ....................................................................................... 160
14 Trend Charts .............................................................. 161

14.1 How Trends Work ..................................................................... 163

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14.1.1 Trend Charts ........................................................................... 163
14.1.2 Trend Log Lists in WorkStation ............................................... 163
14.1.3 Trend Log Lists in WebStation ................................................ 164
14.1.4 Trend Logs in WebStation ....................................................... 164
14.2 How Trend Charts Work ........................................................... 165
14.2.1 Trend Chart Navigation in WorkStation .................................... 165
14.2.2 Trend Chart Navigation in WebStation ..................................... 165
14.2.3 Trend Chart Series in WorkStation .......................................... 166
14.2.4 Trend Chart Series in WebStation ........................................... 166
14.2.5 Trend Chart Axes in WebStation ............................................. 166
14.3 Opening a Trend Chart .............................................................. 167
14.4 Creating a Trend Chart ............................................................. 168
14.5 Printing a Trend Chart ............................................................... 169
14.6 Trend Chart Navigation in WorkStation ...................................... 170
14.7 Zooming In a Trend Chart ......................................................... 171
14.8 Zooming In an Area of a Trend Chart ........................................ 172
14.9 Zooming Out of a Trend Chart .................................................. 173
14.10 Scrolling a Trend Chart Vertically ............................................... 174
14.11 Scrolling the X-Axis in Small Steps ............................................ 175
14.12 Scrolling the X-Axis in Big Steps ................................................ 176
14.13 Trend Chart Series in WorkStation ............................................. 177
14.14 Displaying Specific Time Spans of a Trend Chart ....................... 178
14.15 Displaying Trend Chart Event Symbols ...................................... 179
14.16 Refreshing a Trend Chart .......................................................... 180
14.17 Updating a Trend Chart with Live Values ................................... 181
14.18 Hiding a Series in a Trend Chart ................................................ 182
14.19 Comparing Trend Chart Values Between Series ........................ 183
14.20 Changing the Line Weight of a Trend Chart Series ..................... 184
14.21 Changing the Display Order of a Trend Chart Series .................. 185
14.22 Changing the Color of a Trend Chart Series ............................... 186
14.23 Showing Markers in a Trend Log Series ..................................... 188
14.24 Changing the Presentation Type of a Trend Chart Series ........... 190
14.25 Saving the Trend Chart Settings ................................................ 191
14.26 Trend Charts ............................................................................. 192
14.26.1 Trend Chart Series .................................................................. 198
14.26.2 Trend Chart Axes in WorkStation ............................................ 198
14.26.3 Trend Chart Axes in WebStation ............................................. 198
14.26.4 Real-Time Plotting ................................................................... 198
14.26.5 Time Zone Modes in a Trend Chart ......................................... 198
14.26.6 Calculation Methods ............................................................... 198
14.26.7 Temporary Trend Charts ......................................................... 199
14.27 Configuring a Trend Chart ......................................................... 200
14.28 Opening a Trend Log in a Temporary Trend Chart .................... 203
14.29 Removing a Trend Chart Series ................................................. 204
14.30 Creating a Real-Time Plot Trend Chart ...................................... 205
14.31 Trend Chart Axes ...................................................................... 206
14.32 Scroll the Trend Chart X-Axis to the Current Time ...................... 208

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14.33 Editing the Trend Chart Settings ................................................ 209
14.34 Configuring the X-Axis with a Relative Time Span ...................... 210
14.35 Configuring the X-Axis with an Absolute Time Span ................... 211
14.36 Configuring the Trend Chart Time Zone .................................... 212
14.37 Showing Trend Chart Grid Lines ................................................ 213
14.38 Manually Configuring the Y-Axis Scale ...................................... 215
14.39 Automatically Configuring the Y-Axis Scale ............................... 216
14.40 Activating Trend Chart Live Update ........................................... 217
14.41 Creating a Trend Chart that Monitors a Variable in Real-Time .... 218
14.42 Attaching a Calculation Method to a Trend Chart Series ............ 222
14.43 Adding a Trend Log Series to a Trend Chart .............................. 224
14.44 Adding a Real-Time Trend Series to a Trend Chart .................... 225
15 Trend Log Lists ......................................................... 229

15.1 Trend Log Lists in WorkStation ................................................. 231
15.1.1 Trend Log List Display ............................................................. 231
15.1.2 Export of Trend Log Lists and Records ................................... 231
15.2 Opening a Trend Log List .......................................................... 232
15.3 Creating a Trend Log List ......................................................... 233
15.4 Refreshing a Trend Log List ....................................................... 234
15.5 Copying a Trend Log Record ................................................... 235
15.6 Trend Log List Display .............................................................. 236
15.7 Displaying or Hiding Events in a Trend Log List .......................... 237
15.8 Displaying Trend Log List Values as Decimals ........................... 238
15.9 Displaying Trend Log List Values as Bitstrings ........................... 239
15.10 Saving a Trend Log List Setting ................................................. 240
15.11 Export of Trend Log Lists and Records ..................................... 241
15.12 Exporting the Trend Log List to XML format ............................... 242
15.13 Exporting the Trend Log List to CSV Format .............................. 243
15.14 Calculation Methods ................................................................. 244
15.14.1 Maximum ............................................................................... 244
15.14.2 Minimum ................................................................................ 245
15.14.3 Average .................................................................................. 245
15.14.4 Summary ................................................................................ 246
15.14.5 Delta ....................................................................................... 247
15.14.6 Delta over Period .................................................................... 248
15.14.7 Meter Consumption ................................................................ 248
15.15 Attaching a Calculation Method to a Trend Log List ................... 249
16 Trend Logs ................................................................ 251

16.1 Trend Logs ............................................................................... 253
16.1.1 Interval Trend Logs ................................................................. 253
16.1.2 Meter Trend Logs ................................................................... 253
16.1.3 Extended Trend Logs .............................................................. 253
16.1.4 Log Record Storage ................................................................ 253
16.2 Interval Trend Logs .................................................................. 254
16.2.1 Interval Trend Log Delta .......................................................... 256

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16.3 Creating an Interval Trend Log .................................................. 259
16.4 Configuring an Interval Trend Log .............................................. 265
16.5 Editing the Interval of an Interval Trend Log ................................ 266
16.6 Meter Trend Logs ..................................................................... 267
16.7 Creating a Meter Trend Log ...................................................... 270
16.8 Configuring a Meter Trend Log .................................................. 274
16.9 Managing Replacement of a Meter ........................................... 275
16.10 Displaying Meter Change History ............................................... 277
16.11 Extended Trend Logs ................................................................ 278
16.12 Configuring an Extended Trend Log .......................................... 282
16.13 Log Record Storage .................................................................. 283
16.14 Editing the Number of Log Records for a Trend Log .................. 284
17 Schedules .................................................................. 285

17.1 How Schedules Work ............................................................... 287
17.1.1 Schedule Editor in WorkStation ............................................... 289
17.1.2 Schedule Editor in WebStation ................................................ 289
17.1.3 Schedule Colors in WorkStation .............................................. 289
17.1.4 Schedule Colors in WebStation ............................................... 289
17.1.5 Schedule Navigation in WorkStation ........................................ 289
17.1.6 Schedule Navigation in WebStation ......................................... 289
17.1.7 Schedule Events ..................................................................... 290
17.1.8 Calendars in WorkStation ........................................................ 290
17.1.9 Calendars in WebStation ......................................................... 290
17.1.10 Schedules Types .................................................................... 290
17.2 Basic View of the Schedule Editor ............................................. 291
17.3 Schedule Colors in WorkStation ................................................ 292
17.3.1 Colors in the Basic View .......................................................... 292
17.3.2 Colors in the Advanced View ................................................... 293
17.4 Viewing a Schedule ................................................................... 294
17.5 Schedule Navigation in WorkStation .......................................... 295
17.6 Scrolling a Day in a Schedule ................................................... 296
17.7 Scrolling a Week in a Schedule ................................................. 297
17.8 Displaying Time Intervals ........................................................... 298
17.9 Schedule Events ....................................................................... 300
17.9.1 Weekly Events in WorkStation ................................................. 300
17.9.2 Weekly Events in WebStation .................................................. 300
17.9.3 Exception Events in WorkStation ............................................. 300
17.9.4 Exception Events in WebStation .............................................. 300
17.9.5 Priorities ................................................................................. 301
17.9.6 Time Zones ............................................................................. 301
17.10 Weekly Events in WorkStation ................................................... 302
17.11 Viewing a Schedule Event ........................................................ 303
17.12 Editing the Time for a Weekly Event .......................................... 304
17.13 Adding a Weekly Event ............................................................. 305
17.14 Editing a Weekly Event .............................................................. 306
17.15 Deleting a Schedule Event ......................................................... 309

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17.16 Schedule Types ....................................................................... 310
17.16.1 Analog Schedules ................................................................... 310
17.16.2 Digital Schedules .................................................................... 310
17.16.3 Multistate Schedules ............................................................... 310
17.17 Digital Schedules ...................................................................... 311
17.18 Editing the Status for a Weekly Event in a Digital Schedule ......... 312
17.19 Analog Schedules ..................................................................... 313
17.20 Editing the Value for a Weekly Event in an Analog Schedule ...... 314
17.21 Multistate Schedules ................................................................. 315
17.22 Editing the State for a Weekly Event in a Multistate Schedule .... 316
17.23 Saving a Schedule .................................................................... 317
18 Schedules Exception Events ...................................... 319

18.1 Exception Events in WorkStation ............................................... 321
18.1.1 Date Exception Events ............................................................ 321
18.1.2 Date Range Exception Events ................................................. 321
18.1.3 Calculated Exception Events ................................................... 322
18.1.4 Calendar Exception Events ..................................................... 322
18.2 Adding a Date Exception Event ................................................ 323
18.3 Editing a Date Exception Event .................................................. 326
18.4 Adding a Date Range Exception Event ...................................... 329
18.5 Editing a Date Range Exception Event ....................................... 332
18.6 Adding a Calculated Exception Event ........................................ 335
18.7 Editing a Calculated Exception Event ........................................ 337
18.8 Adding a Calendar Exception Event .......................................... 340
18.9 Editing a Calendar Exception Event ........................................... 343
19 Schedules Calendars ................................................. 345

19.1 Calendars in WorkStation .......................................................... 347
19.1.1 Calendar Editor Overview ........................................................ 347
19.1.2 Calendar Events ...................................................................... 347
19.2 Calendar Editor Overview .......................................................... 349
19.3 Calendar Events ....................................................................... 350
19.3.1 Date Calendar Events ............................................................. 350
19.3.2 Date Range Calendar Events .................................................. 350
19.3.3 Calculated Calendar Events .................................................... 351
19.4 Adding a Date Calendar Event ................................................... 352
19.5 Editing a Date Calendar Event ................................................... 354
19.6 Adding a Date Range Calendar Event ........................................ 356
19.7 Editing a Date Range Calendar Event ........................................ 358
19.8 Adding a Calculated Date Calendar Event ................................. 360
19.9 Editing a Calculated Date Calendar Event .................................. 362
19.10 Deleting a Date List Entry from a Calendar ................................ 364
20 Graphics .................................................................... 365

20.1 How Graphics Work .................................................................. 367
20.2 Changing a Value in a Graphic ................................................... 368
20.3 Scrolling in a Graphic ................................................................ 369

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20.4 Resetting Zoom in a Graphic ..................................................... 370
20.5 Zooming In an Area of a Graphic ............................................... 371
20.6 Zooming Out from a Graphic ..................................................... 372
21 Documents ................................................................ 373

21.1 How Documents Work ............................................................. 375
21.2 Opening a Document ................................................................ 376
22 Workstation User Interface ......................................... 377

22.1 WorkStation Workspace Overview ............................................ 381
22.2 Building Operation WorkStation Window ................................... 384
22.3 WorkStation Toolbar ................................................................. 386
22.4 Menu Bar .................................................................................. 388
22.5 Address Bar .............................................................................. 389
22.6 History Bar ................................................................................ 390
22.7 Status Bar ................................................................................. 391
22.8 System Tree Pane ..................................................................... 392
22.9 Watch Pane .............................................................................. 394
22.10 Watch Pane Menu .................................................................... 395
22.11 Add/Remove Columns Dialog Box (Watch Pane) ....................... 396
22.12 Pane Menu ............................................................................... 397
22.13 List View ................................................................................... 398
22.14 Add/Remove Columns Dialog Box (Search) ............................... 399
22.15 File Menu ................................................................................. 400
22.16 File Menu – New Submenu ....................................................... 402
22.17 View Menu ................................................................................ 412
22.18 View Menu – Workspaces Submenu ......................................... 414
22.19 View Menu – Toolbars Submenu ............................................... 415
22.20 Window Menu ........................................................................... 416
22.21 Help Menu ................................................................................ 417
22.22 Help Menu – Help Settings Submenu ........................................ 418
22.23 Changing Value Dialog Box ....................................................... 419
22.24 Configure Dialog Box – Operation Tab ...................................... 420
22.25 Force and Release Buttons ....................................................... 421
22.26 Alarms Pane and Alarm View .................................................... 422
22.27 Alarms Pane and Alarm View Toolbar ........................................ 423
22.28 Add Comment Dialog Box ......................................................... 425
22.29 Cause Notes Dialog Box ........................................................... 426
22.30 Action Notes Dialog Box ........................................................... 427
22.31 Checklist Dialog Box ................................................................. 428
22.32 Assign Dialog Box ..................................................................... 429
22.33 Alarms Pane Shortcut Menu ...................................................... 430
22.34 Alarms Pane Shortcut Menu - Alarm View Settings Submenu .... 433
22.35 Alarm and Event Details View ................................................... 434
22.36 Events Pane and Event View ..................................................... 435
22.37 Events Pane and Event View Toolbar ........................................ 436
22.38 Object Specific Event View ........................................................ 437

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22.39 Object Specific Event View Toolbar ........................................... 438
22.40 Trend Chart View ...................................................................... 439
22.41 Trend Chart Toolbar .................................................................. 441
22.42 Trend Chart Event Icons ............................................................ 443
22.43 Trend Chart Navigation Bar ....................................................... 445
22.44 Schedule Editor – Basic View .................................................... 446
22.45 Basic Schedule Editor Toolbar ................................................. 447
22.46 Edit Exception Dialog Box ........................................................ 448
22.47 Schedule Properties – Basic Tab ............................................... 449
22.48 Schedule Event Properties Dialog Box – Weekly View ............... 451
22.49 Schedule Event Properties Dialog Box – Single Date Exception View
................................................................................................. 453
22.50 Schedule Event Properties Dialog Box – Date Range Exception View
................................................................................................. 455
22.51 Schedule Event Properties Dialog Box – Calculated Exception
View ......................................................................................... 457
22.52 Schedule Event Properties Dialog Box – Calendar Reference View
................................................................................................. 459
22.53 Calendar Editor View ................................................................. 461
22.54 Calendar Editor Toolbar ............................................................ 462
22.55 Edit Calendar Entry Dialog Box – Add Date ............................... 463
22.56 Edit Calendar Entry Dialog Box – Date Range ........................... 464
22.57 Edit Calendar Entry Dialog Box – Calculated Date .................... 466
22.58 Graphics Toolbar ...................................................................... 467
22.59 Commit Page ............................................................................ 468

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Introduction
The Introduction part contains information on the purpose

of this guide, how this guide is organized, where to find
more information, and information on regulatory notices.
1 About This Guide
Topics
Purpose of This Guide
How This Guide is Organized
Typographical Conventions
1 About This Guide
1.1 Purpose of This Guide
1.1 Purpose of This Guide

This guide provides information about WorkStation, such as logging on, monitoring
alarms, and editing schedules. This information is intended to help you understand
WorkStation so you can perform common tasks.

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1 About This Guide
1.2 How This Guide is Organized
1.2 How This Guide is Organized

This Building Operation Guide is divided into the following parts:
Introduction
The Introduction part contains information on the purpose of this guide, how this
guide is organized, where to find more information, and information on regulatory
notices.
Reference
The Reference part contains conceptual information, procedures, user interface
descriptions and troubleshooting information. If you want more information, see
WebHelp or the other Building Operation Reference Guides.

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1 About This Guide
1.3 Typographical Conventions
1.3 Typographical Conventions

Building Operation Guides use the following specially marked texts:
Tip
Helps you understand the benefits and capabilities of the product.
Note
Provides you with supplementary information.
Important
Alerts you to supplementary information that is essential to the completion of a
task.
Caution
Alerts you to a condition that can cause loss of data.
Warning
Alerts you to a condition that can cause product damage or physical harm.
Bold texts:
User interface items, such as property names and buttons, are written in bold, for
example "On the File menu, select New."

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2 Additional Information
Topics
Where to Find Additional Information
Regulatory Notices
2.1 Where to Find Additional Information
2.1 Where to Find Additional Information

All the technical Building Operation information is available online, on WebHelp.
You also find additional information in the Building Operation Guides:
• Hardware Reference Guide
• Plain English and Script Difference Guide
• Function Block Editor and Menta Editor Difference Guide
• WebReports Reference Guide
• WebReports Operating Guide
• System Reference Guide
• Technical Reference Guide
• WorkStation Operating Guide
• IT Reference Guide
• WebStation Operating Guide
• System Upgrade Reference Guide
• Administering Reports Tutorial Guide
• Configuring an Automation Server as a Controller Tutorial Guide
• Creating and Configuring a LonWorks Network with Xenta LonWorks Devices
Tutorial Guide
• Creating and Configuring a Modbus Network Tutorial Guide
• Creating and Configuring Alarms Tutorial Guide
• Creating and Configuring Graphics Tutorial Guide
• Creating and Configuring Schedules Tutorial Guide
• Creating and Configuring Trend Logs Tutorial Guide
• Creating and Configuring Users Tutorial Guide
• Starting a Project Tutorial Guide
• Creating and Configuring a BACnet Network with b3 BACnet Devices Tutorial
Guide
• Creating and Configuring a LonWorks Network with MNL LonWorks Devices
Tutorial Guide

25
2.2 Regulatory Notices
2.2 Regulatory Notices
UL 916 Listed products for the Unites States and Canada, Open
Class Energy Management Equipment.
WEEE - Directive of the European Union (EU)

This equipment and its packaging carry the waste of electrical and electronic
equipment (WEEE) label, in compliance with European Union (EU) Directive
2002/96/EC, governing the disposal and recycling of electrical and electronic
equipment in the European community.
CE - Compliance to European Union (EU)

2004/108/EC Electromagnetic Compatibility Directive
This equipment complies with the rules, of the Official Journal of the European
Union, for governing the Self Declaration of the CE Marking for the European Union
as specified in the above directive(s) per the provisions of the following standards:
IEC/EN 61326-1 Product Standard, IEC/EN 61010-1 Safety Standard.
Industry Canada
ICES-003
This is a Class B digital device that meets all requirements of the Canadian
Interference Causing Equipment Regulations.
C-Tick (Australian Communications Authority (ACA))

AS/NZS 3548
This equipment carries the C-Tick label and complies with EMC and radio
communications regulations of the Australian Communications Authority (ACA),
governing the Australian and New Zealand (AS/NZS) communities.
Federal Communications Commission

FCC Rules and Regulations CFR 47, Part 15, Class B
This device complies with part 15 of the FCC Rules. Operation is subject to the
following two conditions: (1) This device may not cause harmful interference. (2)
This device must accept any interference received, including interference that may
cause undesired operation.

26
Reference
The Reference part contains conceptual information,

procedures, user interface descriptions and troubleshooting
information. If you want more information, see WebHelp or
the other Building Operation Reference Guides.
3 Start, Enter and Exit
Workstation
Topics
WorkStation Overview
Starting WorkStation
Log on to WorkStation or WebStation
Logging on to WorkStation using your Windows Credentials
Logging on to WorkStation as another Windows User
Logging on to WorkStation as a Building Operation User
Saving Log On Details
Changing Your Password
Logging Off WorkStation
Exiting WorkStation
3 Start, Enter and Exit Workstation
3.1 WorkStation Overview

WorkStation is your main interface to your Building Operation system. You use
WorkStation to perform all work on a daily basis in Building Operation.
3.1.1 Log on to WorkStation

You log on to WorkStation to securely access the functions in WorkStation. You log
on to WorkStation as a Windows user or a Building Operation user. Your system
administrator decides which type of user you log on as.
For more information, see section 3.3 “Log on to WorkStation or WebStation” on
page 35.
3.1.2 User Experience

The Work area in Building Operation may vary depending on how it is set up. A
typical Building Operation workspace contains panes and views.
For more information, see section 4.1 “User Experience” on page 47.
3.1.3 Personalization
In WorkStation you can personalize your workspace to some extent. You can, for
example, decide where workspace components, such as, Alarms is displayed.
For more information, see section 5.1 “Personalization” on page 61.
3.1.4 Basic Functions

To get a better view of the objects in views and lists, you can use a number of
functions like filtering, grouping, and sorting.
For more information, see section 6.1 “Basic Functions” on page 71.
3.1.5 Handle Values

You can change and force values using a graphic or the Properties pane. Using the
Watch pane in WorkStation, you can dynamically monitor a value.
For more information, see section 7.1 “Modify Values ” on page 87.

31
3.1.6 How Alarms Work

You are notified by alarms when some important event occurs. For example, if the
temperature is too low or too high in a building, if a window is open, or if something
is broken, such as a fan. The system administrator sets up the alarms and decides
to whom the alarm is sent.
For more information, see section 9.1 “How Alarms Work” on page 105.
3.1.7 How Events Work

All system events, as well as information and circumstances, are recorded in the
Event log. These event records can be viewed in the Events pane or in an Event
View.
For more information, see section 11.1 “How Events Work ” on page 139.
3.1.8 How Schedules Work

Schedules are used to schedule the operation of part of the building management
system, such as a fan, a door, or a setpoint. Using a schedule, a fan can be set to
operate between 08:00 and 17:00 every workday.
For more information, see section 17.1 “How Schedules Work” on page 287.
3.1.9 How Trend Logs Work

You use trend logs to record values, such as a sensor. A trend log can also log
consumptions, such as energy consumption or water consumption.
For more information, see section 14.1 “How Trends Work” on page 163.
3.1.10 How Graphics Work

You use graphics to display building overviews, display values from sensors, or
change setpoints. A graphic can also contain links to trend charts, trend log lists,
Internet sites, or views in WorkStation and WebStation.
For more information, see section 20.1 “How Graphics Work” on page 367.
3.1.11 How Documents Work

You can open documents stored on a Building Operation server using the default
program associated with the file type. For example, a txt-file opens Notepad and a
ppt-file opens PowerPoint.
For more information, see section 21.1 “How Documents Work ” on page 375.

32
3.1.12 WorkStation Help

WorkStation Help provides you with information on how to handle and understand
Building Operation.
For more information, see section 8.1 “WorkStation Help” on page 99.

33
3.2 Starting WorkStation
3.2 Starting WorkStation

You start WorkStation to be able to work with Building Operation.
To start WorkStation
1. Click Start, point to All Programs, and then click Schneider Electric
StruxureWare.
2. Click Building Operation x.x.
3. Click Building Operation WorkStation.

34
3.3 Log on to WorkStation or WebStation
3.3 Log on to WorkStation or WebStation

You log on to WorkStation or WebStation to securely access the functions in
Building Operation.
3.3.1 Log on to WorkStation

You log on to WorkStation with your current Windows credentials, as another
Windows user, or as a Building Operation user. Your system administrator decides
which type of user you log on as.
To log on to WorkStation using a Building Operation account, you need to know the
following account information:
• User name
• Password
• Domain
• Server
To log on to WorkStation using a Windows account, you need to know the server.
The account information for both the Building Operation account and the Windows
account is provided by the system administrator.
Important
Ensure that you have a working and available WorkStation license. A working
license is required to log on to WorkStation. For more information, see the
Licenses topic on WebHelp.
3.3.2 Log on to WebStation

To log on to WebStation, you need to know the following account information:
• User name
• Password
• Domain
• Server
The account information for your account is provided by the system administrator.
3.3.3 Remember me
For a faster log on, use the Remember me feature to automatically fill in your user
name, domain, and server in both WorkStation and WebStation. For security
reasons, your password is not automatically filled in. Both Building Operation users
and Windows users can use the Remember me feature.

35
3.4 Logging on to WorkStation using your Windows Credentials
3.4 Logging on to WorkStation using your

Windows Credentials
You log on to WorkStation to securely access the functions in Building Operation.
Important

page 35.
To log on to WorkStation using your Windows credentials

1. In the Building Operation WorkStation window, click the Windows user button.
2. In the Server box, enter a server name or IP address.

3. Select Remember me on this computer to have WorkStation remember
your settings.
4. Click Log on.

36
3.5 Logging on to WorkStation as another Windows User
3.5 Logging on to WorkStation as another

Windows User
Important

page 35.
To log on to WorkStation as another Windows user

1. In the Building Operation WorkStation window, click Other user.
2. In the User name box, type the Windows user name.

3. In the Password box, type the password.
4. In the Domain box, type a domain name. If you do not enter a domain name,
you are logged on to the local domain.
5. In the Server box, enter a server name or address.
Continued on next page

37
3.5 Logging on to WorkStation as another Windows User
6. Select Remember me on this computer to have WorkStation remember

your settings.
7. Click Log on.

38
3.6 Logging on to WorkStation as a Building Operation User
3.6 Logging on to WorkStation as a Building

Operation User
Important

page 35.
To log on to WorkStation as a Building Operation user

1. In the Building Operation WorkStation window, click Other user.
2. In the User name box, type the user name.
3. In the Password box, type the password.

4. In the Domain box, type a domain name. If you do not enter a domain name,
you are logged on to the local domain.

39
3.6 Logging on to WorkStation as a Building Operation User
5. In the Server box, enter a server name or IP address.

6. Select Remember me to have WorkStation remember your settings.
7. Click Log on.
8. If the Select Default Workspace window is displayed, click the workspace
you want to have as the default.

40
3.7 Saving Log On Details
3.7 Saving Log On Details

For a faster logon, use the Remember me feature to automatically fill in your logon
information.
Note
• For security reasons, your password is not automatically filled in.

page 35.
To save your log on details

1. In the Welcome window, select Remember me on this computer.
2. Click Log on.

41
3.8 Changing Your Password
3.8 Changing Your Password

You change your Building Operation user password on a regular basis to keep your
information secure.
To change your password

1. In WorkStation, on the File menu, click Change Password.
2. In the Present Password box, type your current password.
3. In the New password box, type your new password.

4. In the Confirm new password box, type your new password again.
5. Click OK.

42
3.9 Logging Off WorkStation
3.9 Logging Off WorkStation

You log off WorkStation so that unauthorized personnel cannot tamper with your
settings. Logging off does not close WorkStation.
To log off WorkStation

1. In WorkStation, on the File menu, click Log Off.

43
3.10 Exiting WorkStation
3.10 Exiting WorkStation

You exit WorkStation to log off and close the application.
To exit WorkStation
1. In WorkStation, on the File menu, click Exit.

44
4 Workspaces Work Area
Topics
User Experience
Workspaces
Switching Workspaces
Different Layouts Using Panes
WorkStation Shortcut Keys
Selecting a Default Workspace
Window Menu
4.1 User Experience
4.1 User Experience

The Work area in Building Operation may vary depending on how it is set up. A
typical Building Operation workspace contains panes and views.
4.1.1 Workspace
The workspace in WorkStation and WebStation is the area where you perform all
tasks at your site, such as acknowledging alarms and viewing trend logs.
For more information, see section 4.2 “Workspaces” on page 48.
4.1.2 Different Layouts Using Panes

A pane is a separate area in the workspace. You use panes to carry out
commands, navigate the system or display information. Panes can be moved,
hidden, closed, and repositioned.
For more information, see section 4.4 “Different Layouts Using Panes” on page 51.
4.1.3 WorkStation Shortcut keys

To ease the daily operation, you can use shortcut keys to most of the commands
inWorkStation.
For more information, see section 4.5 “WorkStation Shortcut Keys” on page 54.
4.1.4 Windows
You can navigate between the available open windows in the Work area. The
windows you can select using the Window menu are represented by tabs in the
Work area.
For more information, see section 4.7 “Window Menu” on page 57.

47
4.2 Workspaces
4.2 Workspaces
The workspace in WorkStation and WebStation is the area where you perform all
tasks at your site, such as acknowledging alarms and viewing trend logs.
The workspace is made up of different components, such as panes, lists, and
views. These components can be configured in a number of different ways. You
can hide or display components and create and save your own workspace.
WebStation uses cookies to remember your workspace when you log off. When
you log on again, you get the workspace you used when you logged off. If you clear
your web browser, you will regain the default workspace.
Figure: Workspace in WorkStation (left) and WebStation (right)

Some objects have specific viewers in WorkStation and WebStation:
• Alarms
• Documents
• Graphics (TGML)
• Events
• Trend Charts

48
4.2 Workspaces
• Trend Log Lists

• Schedules
• Calendars
WorkStation also has the following viewers:
• Watch
When you open an object that does not have a specific views, the Properties dialog
box for that object is displayed.
4.2.1 Panels
Panels are a way to create workspaces that display two or more components in
Building Operation, for example graphics, trend charts, trend list and alarm viewers.
For more information, see the Panels topic on WebHelp.
4.2.2 Web Pages

Web pages on the Internet can be displayed in the Workspace in Building
Operation.
For more information, see the Web Pages topic on WebHelp.

49
4.3 Switching Workspaces
4.3 Switching Workspaces

You switch workspaces when you want to use another workspace, such as one
with predefined functionality.
To switch workspaces
1. In WorkStation or WebStation, on the View menu, point to Workspaces,
and then click the workspace you want to switch to.

50
4.4 Different Layouts Using Panes

A pane is a separate area in the workspace. You use panes to carry out
commands, navigate the system or display information. Panes can be moved,
hidden, closed, and repositioned.
A pane is integrated into the WorkStations workspace and can be moved around
inside the workspace. You can move a docked pane by dragging the pane in the
Work area. A blue rectangle shows where the pane can be placed.
Figure: Docked panes in WorkStation

The docking tool helps you to position and reposition a pane.
Figure: Docking tool

51
Figure: Docked panes. System Tree pane (left), a graphic in the Work area (right) and the
Alarms pane (bottom).
Auto Hidden Pane

An auto hidden pane is hidden in the workspace with the exception of a tab with the
name of the pane. When you place the cursor over the tab the pane will expand and
be visible.

52
Figure: An auto hidden pane is only represented in by a tab, in this case the System Tree
pane
Hidden Pane
A Hidden pane is completely hidden in WorkStation. The only way to make it visible
is to select it in the View menu.
Resizing a Pane
Panes can be resized by moving the borders of the pane.

53
4.5 WorkStation Shortcut Keys

To ease the daily operation, you can use shortcut keys to most of the commands
inWorkStation.
Shortcut key Command
Ctrl + Tab Shift between tabs
F1 Open help
F2 Rename
F3 Open Search
F5 Refresh
F11 Change normal mode and full screen mode
Ctrl + A Select all
Ctrl + B Edit bindings
Ctrl + D Deselect all
Ctrl + E Edit
Ctrl + Shift + E Action -->View --> Events
Ctrl + N New ...
Ctrl + O Open
Shift + O Open in new window
Ctrl + P Print ...
Ctrl + Q Show/hide properties grid/detailed views
Ctrl + R Properties
Ctrl + Shift + R Shortcut Properties
Ctrl + S Save
Ctrl + Shift + S Save as ...
Ctrl + X Cut
Ctrl + Z Cancel
Ctrl + V Paste
Ctrl + Shift + V Paste as shortcut
Ctrl + W Save workspace layout
Del Delete

54
Continued
Shortcut key Command
Ctrl + F2 Print Preview
Alt + F4 Exit
Shift + F4 Close Window
Ctrl + Shift + F4 Close all windows
Ctrl + 1 Alarms pane
Ctrl + 2 System Tree pane
Ctrl + 3 Events pane
Ctrl + 4 Watch pane
Alt + --> Forward (history)
Alt + <-- Back (history)

55
4.6 Selecting a Default Workspace
4.6 Selecting a Default Workspace

You select the workspace that you want to use when you log on to WorkStation for
the first time.
To select a default workspace

1. In WorkStation, in the Select Default Workspace dialog box, click the
workspace you want to use as your default workspace.
The selected workspace is your default workspace the next time you log on to
WorkStation.

56
4.7 Window Menu
4.7 Window Menu

You can navigate between the available open windows in the Work area. The
windows you can select using the Window menu are represented by tabs in the
Work area.
The objects in the Window menu reflects the open Windows in the Window pane.
Figure: You can use the Windows menu to navigate between open windows in the Work
area.

57
5 Modifying the Work Area
Layout
Topics
Personalization
Increase the Work Area in WorkStation
Using Full Screen Mode
Returning from Full Screen Mode
Hiding Menus and Toolbars
Hiding Panes
Resetting All User Settings
5 Modifying the Work Area Layout
5.1 Personalization
5.1 Personalization
In WorkStation you can personalize your workspace to some extent. You can, for
example, decide where workspace components, such as, Alarms is displayed.
The settings are stored locally on your computer. If you log on using your user name
and your password on another computer, your personlization is not in effect.

61
5.2 Increase the Work Area in WorkStation

You can increase the Work area in WorkStation by using Full screen mode and
hiding toolbars and panes.
5.2.1 Hide Toolbars and Panes

You can increase the work area in WorkStation by hiding some or all of the toolbars
and panes. Most functions can still be reached using the right-click method. All
toolbars and panes that are hidden can be displayed again at any time.
In this example, the System Tree pane, Address bar, Basic oolbar, and Main menu
are hidden.

62
Figure: Default workspace (top left) and a workspace with the System Tree pane, Address
bar, Basic toolbar, and Main menu hidden (bottom right).
5.2.2 Full Screen Mode

To further increase the Work area you can use Full screen mode. This function
maximizes the window in focus to fill the whole screen. This is a good function to
use, for example, when you work in large graphics with lots of information.
Figure: Full screen mode

63
5.3 Using Full Screen Mode
5.3 Using Full Screen Mode

You use full screen mode to maximize the Work area so that you get a better view.
For more information, see section 5.2 “Increase the Work Area in WorkStation” on
page 62.
To use full screen mode

1. In WorkStation, on the Main Menu, click View, and then click Full screen.

64
5.4 Returning from Full Screen Mode
5.4 Returning from Full Screen Mode

You return to normal mode from full screen mode when you want to access
toolbars and panes.
page 62.
To return from full screen mode

1. Press F11 on the keyboard.

65
5.5 Hiding Menus and Toolbars
5.5 Hiding Menus and Toolbars

You hide the main menus and toolbars if you do not use them or think they take up
to much space.
page 62.
To hide menus and toolbars

1. In WorkStation, click View, point to Toolbars, and then click the menus and
toolbars you want to hide.

66
5.6 Hiding Panes
5.6 Hiding Panes

You hide panes if you do not use them or think they take up too much space.
To hide panes
1. In WorkStation or WebStation, click View and then click the panes you want
to hide.

67
5.7 Resetting All User Settings
5.7 Resetting All User Settings

You reset all user settings when you want to return to the default workspace.
For more information, see section 5.1 “Personalization” on page 61.
To reset all user settings

1. In WorkStation, on the Tools menu, click Options.
2. Click Reset all user settings.
3. Click OK.

68
6 Filtering and Grouping
Topics
Basic Functions
Filter Objects Using Column Headings
Filtering Objects
Clear Filtering
Columns
Columns in Views and Panes
Sort Objects
Determining the Alarm State Sort Order
Group and Sort Objects
Grouping and Sorting Objects
Removing the Group and Sort Objects Function
Quick Filter
6.1 Basic Functions
6.1 Basic Functions

6.1.1 Filter Objects Using Column Headings

You can filter objects on properties displayed as columns in panes and views. This
makes it easier to get an overview of all objects.
For more information, see section 6.2 “Filter Objects Using Column Headings” on
page 72.
6.1.2 Columns
Columns sort objects by its properties.
For more information, see section 6.5 “Columns” on page 75.
6.1.3 Group and Sort Objects

You can group objects using the group function in the List View in WebStation.
For more information, see section 6.9 “Group and Sort Objects” on page 79.
6.1.4 Quick Filter

Using the Quick filter you can filter objects on all properties in a viewer. Filtering can
be done on whole words down to solitary letters.
For more information, see section 6.12 “Quick Filter ” on page 82.First para
6.1.5 Alarm and Event Details View

Use the Detail view to view all properties of a selected alarm or event.
For more information, see section 22.35 “Alarm and Event Details View ” on page
434.

71
6.2 Filter Objects Using Column Headings
6.2 Filter Objects Using Column Headings

You can filter objects on properties displayed as columns in panes and views. This
makes it easier to get an overview of all objects.
The objects are filtered using the filter function in the column header. You select the
criteria in the filter dialog box.
For example, you can filter out all objects that are set to Failed in the Validation
column in the List View.
Figure: The filter function in the List View in WorkStation

You can filter objects in the following panes and views in WorkStation:
• List View
• Alarms pane
• Events pane
• Watch pane
The settings you do in the filter are not saved when you leave or close the list.

72
6.3 Filtering Objects
6.3 Filtering Objects

You filter objects in WorkStation when you want to narrow down the amount of
displayed objects.
page 72.
To filter objects
1. Click the arrow in the column header.
2. Check the properties you want to filter on.

73
6.4 Clear Filtering
6.4 Clear Filtering

Clear filtering when you do not use it anymore.
page 72.
To clear filtering
1. Click on the funnel on the column header.
2. Click (Clear filter).

74
6.5 Columns
6.5 Columns
Use the column headers to sort and filter information.
Columns are available in:
• The Alarms pane
• The Alarm views
• The Events pane
• The Event views
• The Watch pane
• The List View
• Trend Log List View
Figure: Columns, here with a details view to the right

75
6.6 Columns in Views and Panes
6.6 Columns in Views and Panes

Views and panes in WorkStation often present information in tables. You can
customize this by adding and removing columns in the tables.
The available columns reflect the properties of the objects presented in the view.
Using Quick filter you can filter on the columns and decide the properties you want
to display as a column in the list.
Figure: The Add/Remove columns dialog box.

The setting that you do in the Add/remove dialog box is saved when you close the
list.

76
6.7 Sort Objects
6.7 Sort Objects

You can sort objects using columns, falling or rising, in the following panes and
viewers in WorkStation:
• List View
• Alarms pane
• Alarm views
• Events pane
• Event views
• Watch pane
The objects are sorted using the up/down arrow in the column head. In addition,
alarms can be sorted in different ways, depending on their state.
The settings you do are saved when you close or leave the list.
Figure: Objects in the List View sorted (falling) on their names

77
6.8 Determining the Alarm State Sort Order
6.8 Determining the Alarm State Sort Order

You use the Alarm state sort order dialog box to determine in what order the
alarms will be sorted when the column State is used for sorting the alarms in the
Alarms pane or an Alarm view.
To determine the alarm state sort order

1. Right-click in the Alarms pane or in an Alarm view.
2. Click Alarm view settings and then click Alarm state sort order.
3. Select the state you want to reposition with respect to the other states.
4. Click on the up or down arrows to change the order.

5. Repeat the repositioning with other states.
6. Click OK.
When you click the State column header in the Alarms pane or an Alarm view, the
alarms are sorted in the order specified in the Alarm state sort order dialog box.
Another click will reverse that order.

78
6.9 Group and Sort Objects
6.9 Group and Sort Objects

You can change from falling to rising order by using the small arrow on the column
header in the group and sort area.
You can also add new columns to group and sort.
Figure: Objects grouped and sorted in the List View using the Object type column and the
Last modified column
You can group and sort objects in the following panes and views in WorkStation:
• List View
• Alarms pane
• Alarm views
• Events pane
• Event views
• Watch pane

79
6.10 Grouping and Sorting Objects
6.10 Grouping and Sorting Objects

You group and sort objects using the Group function to get a better overview of the
objects in, for example, a folder.
To group and sort objects
1. In WorkStation, in the View, click Group box .

2. Drag the column header you want to sort on to the grey Group box.
You add more columns to the grouping by dragging them to the grey box.

80
6.11 Removing the Group and Sort Objects Function
6.11 Removing the Group and Sort Objects

Function
You remove the grouping and sorting of objects when you do not need them
anymore.
To remove the group and sort objects function

1. Drag the columns from the grey Group area.
2. Click the Group box to close the grey Group area.

81
6.12 Quick Filter
6.12 Quick Filter

You use Quick filter to filter out the objects by its name from the list by typing in the
Quick filter box. For example, if you want to find all objects that are named
“temperature”, just type “temp” in the Quick filter box and only objects named
temperature are displayed in the list.
Figure: Filtering on characters in all visible columns

The Quick filter filters on everything that is visible in the columns in the List View. For
example, if you filter on “2” you do not get any hits. But if you add the columns Note
1 and value you get hits on the temperature, which is 21, the setpoint which is 20,
and the Note that the program controlling the fan is a model 22.

82
6.12 Quick Filter
Figure: Quick filter filters on all visible columns in the view

Quick filter is used in the following components in WorkStation:
• List View
• Alarms pane
• Alarm views
• Events pane
• Event views
• Alarm or Event details view
• Watch pane
• Add/Remove columns dialog box
• Create object wizard

83
6.12 Quick Filter
Figure: The Quick filter is used in, for example, the List View (upper right), in the Watch
pane (bottom left), and in the Add/Remove dialog box (center right).

84
7 Modifying Values
Topics
Modify Values
Adding a Value to the Watch Pane
Saving a List of Values in the Watch Pane
Monitoring a Non-default Property
Removing a Value from the Watch Pane
Changing a Value in a Graphic
Forced Values
Forcing a Value
Releasing a Forced Value
Viewing an Unforced Value
7 Modifying Values
7.1 Modify Values
7.1 Modify Values

You can change and force values using a graphic or the Properties pane. Using the
Watch pane in WorkStation, you can dynamically monitor a value.
7.1.1 Forced Values

When you force a value, all input from the system is overridden. For example, a
schedule is set to start a fan at 09:00 but you want it to start at 08:00. In this case,
you can force the fan to start already at 08:00.
For more information, see section 7.7 “Forced Values” on page 93.

87
7 Modifying Values
7.2 Adding a Value to the Watch Pane
7.2 Adding a Value to the Watch Pane

You add a value to the Watch pane to dynamically monitor its changes.
For more information, see section 22.9 “Watch Pane” on page 394.
To add a value to the Watch pane

1. In WorkStation, in the System Tree pane, select the value you want to
monitor.
2. Drag the value to the Watch pane.

88
7 Modifying Values
7.3 Saving a List of Values in the Watch Pane
7.3 Saving a List of Values in the Watch

Pane
You save lists of values in the Watch pane so that you can organize you monitored
values into manageable collections.
To save a list of values in the Watch pane

1. In WorkStation, in the Watch pane, on the toolbar, click the Save current
settings button .
2. Enter a Name and a location for the list.
3. Click Save.

89
7 Modifying Values
7.4 Monitoring a Non-default Property
7.4 Monitoring a Non-default Property

You add a value to the Watch pane and select the property to monitor when you do
not want to monitor the default property.
To monitor a non-default property

1. In WorkStation, in the System Tree pane, select the value.
2. On the Actions menu, point to View, point to Watch pane, and then click
Select property.
3. In the Select property dialog box, select the property you want to monitor.
4. Click OK.

90
7 Modifying Values
7.5 Removing a Value from the Watch Pane
7.5 Removing a Value from the Watch Pane

You remove a value from the Watch pane when you no longer want to monitor its
changes.
To remove a value from the Watch pane

1. In WorkStation, in the Watch pane, select the value you want to remove.
2. Click Remove from Watch window .

The value is removed from the Watch pane but not deleted from Building Operation.

91
7 Modifying Values
7.6 Changing a Value in a Graphic

You change a value in a graphic when you want a different value.
To change a value in a graphic

1. In WorkStation or WebStation, click the graphic with the value you want to
change.
2. Click the value you want to change.
3. In the Value box, enter the new value.
4. Click OK.

92
7 Modifying Values
7.7 Forced Values
7.7 Forced Values

When you force a value, all input from the system is overridden. For example, a
schedule is set to start a fan at 09:00 but you want it to start at 08:00. In this case,
you can force the fan to start already at 08:00.
A forced value can be released at any time. When you release a forced value, the
value returns to its normal status.
A forced value is indicated by an orange button named Forced in WorkStation. In
WebStation, a forced value is indicated by a pointing hand.
Figure: Forced value in WorkStation (left) and WebStation (right)

You can view the unforced value, which is the real value from the system, at any
time. For more information, see section 7.10 “Viewing an Unforced Value ” on page
96.

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7 Modifying Values
7.8 Forcing a Value
7.8 Forcing a Value

You force a value when you want to override a value, such as a value from a device.
To force a value
1. In WorkStation, in the System Tree pane, select the value you want to force.
2. On the File menu, click Properties.
3. Change the value.
4. Click Force.
5. Click OK.

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7 Modifying Values
7.9 Releasing a Forced Value
7.9 Releasing a Forced Value

You release a forced value to return to its normal status.
To release a forced value

1. In WorkStation, in the System Tree pane, select the forced value you want to
release.
3. Click Forced.
4. Click OK.

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7 Modifying Values
7.10 Viewing an Unforced Value
7.10 Viewing an Unforced Value

You view an unforced value of a forced value when you want to see the real value.
To view an unforced value

1. In WorkStation, in the System Tree pane, select the forced value.
3. Click Configure .
4. Click the Operations tab.
5. In the Unforced value box, view the unforced value.

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8 Help Functions
Topics
WorkStation Help
Opening Help
Getting Help on a Specific Topic
8 Help Functions
8.1 WorkStation Help
8.1 WorkStation Help

WorkStation Help provides you with information on how to handle and understand
Building Operation.
There are two different Help systems in WorkStation:
• WebHelp
• System Reference Guide
WebHelp
WebHelp is a context sensitive online help. WebHelp is always up-to-date so that
you get the latest version of Help. To be able to use WebHelp, you have to be
connected to the Internet.
System Reference Guide

System Reference Guide is a PDF-file that is installed with WorkStation. System
Reference Guide is not context sensitive or up-to-date with the latest Help
information.
8.1.1 Help Settings

You can decide which Help you want to use as the default, using the Help menu in
WorkStation. You can select the following settings:
• Automatic
• Building Operation help
• Building Operation guide
Automatic
Click to make WorkStation check if you are connected to the Internet. If you are
connected, WebHelp opens. If you are not connected, the System Reference Guide
opens.
Building Operation help

Click to always open WebHelp. If you are not connected to the Internet, you get an
error message.
Building Operation guide

Click to always open the System Reference Guide, regardless of whether you are
connected to the Internet or not.
8.1.2 Context Sensitive Help

Context sensitive help means that when you click on a help button or press F1 for a
specific dialog box or view, you are directed to the specific topic that explains that
dialog box or view. Only WebHelp is context sensitive.

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8 Help Functions
8.2 Opening Help
8.2 Opening Help

You use help if you encounter difficulties in Building Operation.
To open help
1. In WorkStation, on the Help menu, click Building Operation help (online
version).

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8 Help Functions
8.3 Getting Help on a Specific Topic
8.3 Getting Help on a Specific Topic

You click Help to get help on a specific topic.
To get help on a specific topic

1. Click the Help button in the dialog box.

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9 Alarms
Topics
How Alarms Work
Alarm and Event Details
Changing the Detail View Orientation
Alarm Acknowledgement
Acknowledging an Alarm
Alarm Assignment
Accepting an Alarm Assignment
Releasing an Alarm Assignment
Rejecting an Alarm Assignment
Assigning an Alarm
Self-Assigning an Alarm
Alarm Attachment
Opening an Alarm Attachment
9 Alarms
9.1 How Alarms Work
9.1 How Alarms Work

You are notified by alarms when some important event occurs. For example, if the
temperature is too low or too high in a building, if a window is open, or if something
is broken, such as a fan. The system administrator sets up the alarms and decides
to whom the alarm is sent.
When an alarm is triggered, the alarm is displayed in a list together with information
about the alarm and its current status. In the list, you can manage the alarms, for
example, acknowledge, accept, and comment alarms. In addition, you can sort,
hide, and disable alarms in the list. You can also open a detail view to get
information on all properties of an alarm.
Figure: Alarm list
9.1.1 Alarm Acknowledgement

When you acknowledge an alarm, you let other users know that you have seen the
alarm. Acknowledging an alarm does not necessary mean that you are responsible
for solving the cause of the alarm.
For more information, see section 9.4 “Alarm Acknowledgement ” on page 110.
9.1.2 Alarm Assignment

A triggered alarm can be manually or automatically assigned to a specific user or
user group that seems to be most suited to correct the problem.
For more information, see section 9.6 “Alarm Assignment” on page 112.
9.1.3 Alarm Attachment

Alarms can have attachments. The attachment can be a link pointing to an object in
the system, for example, a report, a trend chart, or a schedule. The attachment can
also be a graphic, a Microsoft Word file, a PDF file, a video recording, a voice
message, or a pop-up window that contains information regarding the alarm.
For more information, see section 9.12 “Alarm Attachment” on page 119.
9.1.4 User Action

User actions are used to ease the understanding of what triggered the alarms and
what to do to solve the cause of the alarm. User action can be mandatory or
optional depending on how the system is set up.
For more information, see section 10.1 “User Actions” on page 123.

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9 Alarms
9.1 How Alarms Work
9.1.5 Hide and Disable

You can disable alarms that are present in the Alarms pane to get a better overview.
This can be particularly useful when you have a lot of active alarms at the same
time. Disabled alarms are automatically hidden.
For more information, see section 12.1 “Hide and Disable” on page 147.
9.1.6 Alarm State-change Logging

Every time an alarm changes its state, such as from alarm state to reset state, an
event is written in the event log and shown in the Events pane in WorkStation. By
disabling the state-change logging for an alarm, you can prevent filling the Events
pane with the events from a faulty alarm that frequently toggles between alarm
states
For more information, see section 13.1 “Alarm State-change Logging ” on page
157.
9.1.7 Alarm and Event Details

To quickly get all the details of a specific alarm or event in WorkStation, or an alarm
in WebStation, you can use a Detail view. The Detail view always displays all
properties that can be added and displayed in the Alarms pane, Events pane, or
Alarm view.
For more information, see section 11.2 “Alarm and Event Details ” on page 140.
9.1.8 Alarm View and Event View Columns

Customization in WebStation
You can customize the columns in an Alarm View and an Event View to make it
easier to get an overview over the properties that are displayed in the view.
For more information, see the Alarm and Event View Columns Customization in
WebStation topic on WebHelp.

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9 Alarms
9.2 Alarm and Event Details

Alarm view.
9.2.1 Alarm and Event Details in WorkStation

In WorkStation, you use the Detail view to display all the properties and their values
for the selected alarm or event.
Use the Quick filter to limit the number of properties listed in the view.
Figure: The Alarm details view (to the right) in WorkStation
9.2.2 Alarm and Event Details in WebStation

In WebStation, you use the Detail view to display all the properties and their values
Using the up and down arrows you can step through all alarms in the Alarm View in
the Alarm details dialog box.

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9 Alarms
Figure: The Details dialog box in WebStation

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9 Alarms
9.3 Changing the Detail View Orientation

You change the orientation of the Detail view to present alarm or event information
in a way that suits your needs.
To change the Detail view orientation

1. In WorkStation, in the Alarms pane or Alarm View, click the Detail view
button .
2. In the Change orientation of the panel box, select the layout that you
want to use.
The specified position of the detail view will remain within the pane or view until you
change it.

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9 Alarms
9.4 Alarm Acknowledgement
9.4 Alarm Acknowledgement

When you acknowledge an alarm, you let other users know that you have seen the
alarm. Acknowledging an alarm does not necessary mean that you are responsible
for solving the cause of the alarm.
When you acknowledged an alarm the color of the alarm in the Alarms pane
changes.
An acknowledged alarm does not disappear from the Alarms pane list.

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9 Alarms
9.5 Acknowledging an Alarm
9.5 Acknowledging an Alarm

You acknowledge an alarm to let other users know that you have seen the alarm.
To acknowledge an alarm
1. In WorkStation or WebStation, in the Alarms pane, right-click the alarm and
then click Acknowledge.

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9 Alarms
9.6 Alarm Assignment

A triggered alarm can be manually or automatically assigned to a specific user or
user group that seems to be most suited to correct the problem.
An assigned alarm indicates for other users that someone is working with the
problem that caused the alarm. The name of the user that is assigned to the alarm
together with the assignment status is displayed in the Alarms pane in WorkStation
or WebStation, and in the Events pane in WorkStation.
If an alarm is assigned to you, you can either accept the assignment request or
reject it. Rejecting the assignment request means setting the assignment alarm
back to unassigned. If you accept the assignment but realize that you are not the
right person to correct the problem, you can release the assignment or assign the
alarm to another user. If nobody has assigned an alarm, you can do a self-assign.
When self-assigning, the status of the assignment is changed from unassigned to
accepted with your name.
You can assign an alarm to a user independent of the current assignment state.
Figure: Assignment schedule triggered by an alarm
Table: Assign Statuses

Status Description
Unassigned Nobody is assigned to the alarm.
Assigned An assignment request is sent to a user or

user group.
Accepted The assigned user or user-group has

accepted the assignment request.

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9 Alarms
9.6.1 Manual Assignment

You or your supervisor can manually send an assignment request to the user or
user group that seems most suitable to correct the problem that triggered the
alarm. When manually sending an assignment request, you can define the time the
user has to respond to the request. If the user does not respond to the assignment
within the time limit, the request is automatically rejected and the assign status
changes back to unassigned.

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9 Alarms
9.7 Accepting an Alarm Assignment
9.7 Accepting an Alarm Assignment

You accept an alarm that is assigned to you if you feel that you are the person most
suited to take care of the alarm.
To accept an alarm assignment

then click Accept.

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9 Alarms
9.8 Releasing an Alarm Assignment
9.8 Releasing an Alarm Assignment

You release an alarm that you have assigned to yourself so someone else can
assign or self-assign it.
To release an alarm assignment

then click Release.

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9 Alarms
9.9 Rejecting an Alarm Assignment
9.9 Rejecting an Alarm Assignment

You reject an alarm if you feel that you are not the person most suited to correct the
cause of the alarm.
To reject an alarm assignment

then click Reject.

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9 Alarms
9.10 Assigning an Alarm
9.10 Assigning an Alarm

You assign an alarm to another user and define the time the user has to respond
before the alarm is automatically rejected.
To assign an alarm
1. In WorkStation, in the Alarms pane, right-click the alarm and then click
Assign.
2. In the Select User or group dialog box, browse to the user or group you
want to assign the alarm to.
3. Select Amount of time until automatically rejected and then type the
amount of time you want the alarm to be rejected after.
4. Click OK.

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9 Alarms
9.11 Self-Assigning an Alarm
9.11 Self-Assigning an Alarm

You self-assign an alarm if you feel that you are the person most suited to correct
the cause of the alarm.
To self-assign an alarm
then click Self-assign.

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9 Alarms
9.12 Alarm Attachment
9.12 Alarm Attachment

Alarms can have attachments. The attachment can be a link pointing to an object in
the system, for example, a report, a trend chart, or a schedule. The attachment can
also be a graphic, a Microsoft Word file, a PDF file, a video recording, a voice
message, or a pop-up window that contains information regarding the alarm.
In WebStation, you can open attachments that refer to objects in the system. In
WorkStation, you can also open other types of attachments, provided that the
program or editor associated with the attachment is locally installed on your
computer. For example, if the attachment is a PDF file, you can open the file if
Adobe Reader or a similar program is installed on your computer.

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9 Alarms
9.13 Opening an Alarm Attachment
9.13 Opening an Alarm Attachment

You open an alarm attachment to get more detailed information about what
triggered the alarm.
For more information, see section 9.12 “Alarm Attachment” on page 119.
To open an alarm attachment

1. In WorkStation or WebStation, in the Alarms pane, right-click the alarm, point
to Attachment, and then click the attachment you want to open.

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10 Alarm User Actions
Topics
User Actions
Alarm Comments
Adding a Comment to an Alarm
Viewing an Alarm Comment
Cause Notes
Adding a Cause Note to an Alarm
Viewing a Cause Note
Action Notes
Adding an Action Note to an Alarm
Viewing an Action Note
Checklists
Adding a Check Mark to a Checklist
Viewing a Checklist
10.1 User Actions
10.1 User Actions

User actions are used to ease the understanding of what triggered the alarms and
what to do to solve the cause of the alarm. User action can be mandatory or
optional depending on how the system is set up.
10.1.1 Alarm Comments

You can add a comment to an alarm that can be helpful the next time the same
alarm is triggered.
For more information, see section 10.2 “Alarm Comments” on page 124.
10.1.2 Cause Notes

A cause note is a predefined note that contains information on what triggered the
alarm. This information can be helpful the next time the same alarm is triggered.
For more information, see section 10.5 “Cause Notes” on page 127.
10.1.3 Action Notes

An action note is a predefined note that contains information on what you have
done to solve the problem that triggered the alarm.
For more information, see section 10.8 “Action Notes” on page 130.
10.1.4 Checklists
Checklists are predefined lists with steps you take to correct the cause of the alarm.
For more information, see section 10.11 “Checklists” on page 133.

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10.2 Alarm Comments
10.2 Alarm Comments

You can add a comment to an alarm that can be helpful the next time the same
alarm is triggered.
Other people can read your comment in WorkStation. You can add a comment to
an alarm that is assigned to yourself or to someone else.
Your comment is marked with your user name and the time you made the
comment.
In some cases, adding a comment to an alarm is optional. In other cases, you are
required to add a comment when you acknowledge the alarm.
You add a comment using WorkStation or WebStation. In WorkStation, you can
view a comment added to an alarm.
Figure: The Add comment dialog box

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10.3 Adding a Comment to an Alarm
10.3 Adding a Comment to an Alarm

You add a comment to an alarm to help others understand the problem that
caused the alarm or how the alarm was solved.
To add a comment to an alarm

then click Add comment.
2. Type the comment.
3. Click OK.

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10.4 Viewing an Alarm Comment
10.4 Viewing an Alarm Comment

You can view a comment for an alarm.
To view an alarm comment

1. In Workstation, in the System Tree pane, select the alarm.
2. On the Action menu, click View Comments.

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10.5 Cause Notes
10.5 Cause Notes

A cause note is a predefined note that contains information on what triggered the
alarm. This information can be helpful the next time the same alarm is triggered.
In some cases, adding a cause note is optional. In other cases, you are required to
add a cause note when you acknowledge the alarm.
You add a cause note using WorkStation or WebStation. In WorkStation, you can
view a cause note added to an alarm.
Figure: A Cause notes dialog box

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10.6 Adding a Cause Note to an Alarm
10.6 Adding a Cause Note to an Alarm

You add a cause note to an alarm to let others know what caused the alarm.
To add a cause note to an alarm

then click Add cause note.
2. Select the cause note.
3. Click OK.
The cause note is added to the alarm.

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10.7 Viewing a Cause Note
10.7 Viewing a Cause Note

You view a cause note to see what caused the alarm.
To view a cause note

1. In Workstation, in the the System Tree pane, select the alarm.
2. On the Action menu, click View Cause note.

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10.8 Action Notes
10.8 Action Notes

An action note is a predefined note that contains information on what you have
done to solve the problem that triggered the alarm.
You can add an action note to an alarm. In some cases, adding an action note to an
alarm is optional. In other cases, you are required to enter an action note when you
acknowledge the alarm.
You add an action note using WorkStation or WebStation. In WorkStation, you can
view an action note added to an alarm.
Figure: An Action notes dialog box

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10.9 Adding an Action Note to an Alarm
10.9 Adding an Action Note to an Alarm

You add an action note to an alarm to let others know what you have done to
correct the problem that caused the alarm.
To add an action note to an alarm

then click Add action note.
2. Select the action note.
3. Click OK.
The action note is added to the alarm.

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10.10 Viewing an Action Note
10.10 Viewing an Action Note

You view an action note to see what actions solved the problem that triggered the
alarm.
To view an action note

1. In WorkStation, in the System Tree pane, select the alarm.
2. On the Action menu, click View Action note.

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10.11 Checklists
10.11 Checklists
Checklists are predefined lists with steps you take to correct the cause of the alarm.
In some cases, adding a check mark to a checklist in an alarm is optional. In other
cases, you are forced to add a check mark when you acknowledge the alarm.
You add a check mark to a checklist using WorkStation or WebStation. In
WorkStation, you can view the check marks added to a checklist.
Figure: A checklist

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10.12 Adding a Check Mark to a Checklist
10.12 Adding a Check Mark to a Checklist

You add a check mark to a checklist to show which steps you have completed to
solve the cause of the alarm.
To add a check mark to a checklist

then click Checklist.
2. Select the steps you have completed.
3. Click OK.
The steps in the checklist are added to the alarm.

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10.13 Viewing a Checklist
10.13 Viewing a Checklist

You can view the steps in a checklist.
To view a checklist
1. In WorkStation, in the System Tree pane, right-click the alarm object.
2. On the Action menu, click View Checklists.

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11 Events
Topics
How Events Work
Alarm and Event Details
Opening the Alarms and Events Detail View
Changing the Detail View Orientation
Opening Object Specific Events View
11 Events
11.1 How Events Work
11.1 How Events Work

All system events, as well as information and circumstances, are recorded in the
Event log. These event records can be viewed in the Events pane or in an Event
View.
Events can tell you when someone logged on or off the system, when a setpoint
was changed, if a notificaton was written to a file, if an e-mail notification was sent
or not and when an object was created. For example, Events can tell you when a
trend log or an alarm was created, and by whom. The event log also records when
servers were online or offline and when the software was upgraded. The event log is
useful for tracking down all information in your system.
You can create and use more than one Event View. Each Event View and the
Events pane can be customized with an event filter to only show the information you
are interested in.
You can view all events that have been generated from one object in the system
using the View command in the Actions menu.
In the Events view, you can also open a detailed view to inspect all properties for a
selected event.
Figure: Events view in WorkStation (above) and WebStation

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11 Events

Alarm view.
11.2.1 Alarm and Event Details in WorkStation

In WorkStation, you use the Detail view to display all the properties and their values
Use the Quick filter to limit the number of properties listed in the view.
Figure: The Alarm details view (to the right) in WorkStation
11.2.2 Alarm and Event Details in WebStation

In WebStation, you use the Detail view to display all the properties and their values
Using the up and down arrows you can step through all alarms in the Alarm View in
the Alarm details dialog box.

140
11 Events
Figure: The Details dialog box in WebStation

141
11 Events
11.3 Opening the Alarms and Events Detail View
11.3 Opening the Alarms and Events Detail

View
You open the Alarms and Events detail view to view the details of an alarm or an
event.
To open the alarms and events detail view

1. In the Alarms view or Events view, right-click the alarm or event you want to
view the details for.
2. Click Detail View.

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11 Events

You change the orientation of the Detail view to present alarm or event information
in a way that suits your needs.
To change the Detail view orientation

1. In WorkStation, in the Alarms pane or Alarm View, click the Detail view
button .
2. In the Change orientation of the panel box, select the layout that you
want to use.
The specified position of the detail view will remain within the pane or view until you
change it.

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11 Events
11.5 Opening Object Specific Events View
11.5 Opening Object Specific Events View

You can view all the events that are related to a specific object.
For more information, see the Events Pane and Event View Customization topic on
WebHelp.
To open an object specific events view

1. In the System Tree pane, select the object that you want to view the events
for.
2. On the Actions menu, point to View... and then click Events.

144
12 Hide and Disable Alarms
Topics
Hide and Disable
Hide and Show Alarms
Hiding an Alarm
Unhiding a Hidden Alarm
Disable and Enable Alarms
Disabling an Alarm
Enabling an Alarm
Recheck Alarms
12.1 Hide and Disable
12.1 Hide and Disable

You can disable alarms that are present in the Alarms pane to get a better overview.
This can be particularly useful when you have a lot of active alarms at the same
time. Disabled alarms are automatically hidden.
Hidden and disabled alarms can be displayed and enabled again at any time.
12.1.1 Hide and Show Alarms

In the Alarms pane, you can hide alarms to decrease the number of alarms and sort
out alarms from the list.
For more information, see section 12.2 “Hide and Show Alarms” on page 148.
12.1.2 Disable and Enable Alarms

In the Alarms pane, you can disable alarms so they do not change state according
to the variable the alarm monitors.
For more information, see section 12.5 “Disable and Enable Alarms” on page 151.
12.1.3 Recheck Alarms

You recheck alarms to refresh the information in the Alarms pane.
For more information, see section 12.8 “Recheck Alarms” on page 154.

147
12.2 Hide and Show Alarms
12.2 Hide and Show Alarms

In the Alarms pane, you can hide alarms to decrease the number of alarms and sort
out alarms from the list.
A hidden alarm is still active and changes its state as shown alarms. The only
difference is that a hidden alarm that goes back to normal state is still visible in the
Alarms pane, if hidden alarms are shown.

148
12.3 Hiding an Alarm
12.3 Hiding an Alarm

You hide an alarm in the Alarms pane to decrease the number of alarms shown in
the Alarms pane. All alarms, regardless of their status, can be hidden.
To hide an alarm
then click Hide alarm.
The alarm is now hidden in the Alarms pane.

149
12.4 Unhiding a Hidden Alarm
12.4 Unhiding a Hidden Alarm

You unhide alarms when you want them to be shown in the Alarms pane.
To unhide a hidden alarm

1. In WorkStation or WebStation, in the Alarms pane, on the Alarm toolbar,
click the Show hidden alarms button .

2. In the Alarms pane, right-click the alarm and then click Unhide alarm.
The unhidden alarm is displayed in the Alarms pane when it is in an alarm state.

150
12.5 Disable and Enable Alarms
12.5 Disable and Enable Alarms

In the Alarms pane, you can disable alarms so they do not change state according
to the variable the alarm monitors.
For example, you can disable an alarm if you need to do maintenance that you
know will trigger the alarm. Disabled alarms are automatically hidden in the Alarms
pane.
Note
• To disable an alarm that is in normal state, it is recommended that you use a
connected shunt variable.
You enable disabled alarms so they once again change state according to the
variables the alarms monitor.

151
12.6 Disabling an Alarm
12.6 Disabling an Alarm

You disable an alarm so it does not change state according to the variables the
alarm monitors.
To disable an alarm
then click Disable alarm.
The alarm is disabled.

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12.7 Enabling an Alarm
12.7 Enabling an Alarm

You enable alarms so they change state according to the variables the alarm
monitors.
To enable an alarm
1. In WorkStation or WebStation, in the Alarms pane, click the Show disabled
alarms button .
2. In the Alarms pane, right-click the alarm and then click Enable alarm.
The alarm is enabled and returns to its previous state.

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12.8 Recheck Alarms
12.8 Recheck Alarms

You recheck alarms to refresh the information in the Alarms pane.
For more information, see section 9.1 “How Alarms Work” on page 105.
To recheck alarms
then click Recheck.

154
13 Alarms State-Change Logging
Topics
Alarm State-change Logging
Enabling State-Change Logging of an Alarm
Disabling State-Change Logging of an Alarm
Count
13.1 Alarm State-change Logging
13.1 Alarm State-change Logging

Every time an alarm changes its state, such as from alarm state to reset state, an
event is written in the event log and shown in the Events pane in WorkStation. By
disabling the state-change logging for an alarm, you can prevent filling the Events
pane with the events from a faulty alarm that frequently toggles between alarm
states

157
13.2 Enabling State-Change Logging of an Alarm
13.2 Enabling State-Change Logging of an

Alarm
You enable the state-change logging of an alarm.
157.
To enable state-change logging of an alarm

1. In the Alarms pane, right-click the alarm you want to log and then click
Enable state-change logging.

158
13.3 Disabling State-Change Logging of an Alarm
13.3 Disabling State-Change Logging of an

Alarm
You disable the state-change logging of an alarm to prevent the Events pane from
filling up with events caused by a faulty alarm that frequently toggles between alarm
states.
157.
To enable state-change logging of an alarm

1. In the Alarms pane, select the alarm you want to disable the logging for and
click Disable state-change logging.

159
13.4 Count
13.4 Count
In the Alarm view, the value in the Count column counts +1 each time an alarm
changes to alarm state. When the alarm state changes to normal, the count is reset
to zero.
This information is useful if an alarm at a certain value tends to frequently toggle
between alarm and reset, which unnecessarily disturbs the assigned user. The
count could then be a proof to adding a deadband to the alarm that dismiss this
uncertain value.

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14 Trend Charts
Topics
How Trends Work
How Trend Charts Work
Opening a Trend Chart
Creating a Trend Chart
Printing a Trend Chart
Trend Chart Navigation in WorkStation
Zooming In a Trend Chart
Zooming In an Area of a Trend Chart
Zooming Out of a Trend Chart
Scrolling a Trend Chart Vertically
Scrolling the X-Axis in Small Steps
Scrolling the X-Axis in Big Steps
Trend Chart Series in WorkStation
Displaying Specific Time Spans of a Trend Chart
Displaying Trend Chart Event Symbols
Refreshing a Trend Chart
Updating a Trend Chart with Live Values
Hiding a Series in a Trend Chart
Comparing Trend Chart Values Between Series
Changing the Line Weight of a Trend Chart Series
Changing the Display Order of a Trend Chart Series
Changing the Color of a Trend Chart Series
Showing Markers in a Trend Log Series
Changing the Presentation Type of a Trend Chart Series
Saving the Trend Chart Settings
Trend Charts
Configuring a Trend Chart
Opening a Trend Log in a Temporary Trend Chart
Removing a Trend Chart Series
Creating a Real-Time Plot Trend Chart
Trend Chart Axes
Scroll the Trend Chart X-Axis to the Current Time
Editing the Trend Chart Settings
Configuring the X-Axis with a Relative Time Span
Configuring the X-Axis with an Absolute Time Span
Configuring the Trend Chart Time Zone
Showing Trend Chart Grid Lines
Manually Configuring the Y-Axis Scale
Automatically Configuring the Y-Axis Scale
Activating Trend Chart Live Update
Creating a Trend Chart that Monitors a Variable in Real-Time
Attaching a Calculation Method to a Trend Chart Series
Adding a Trend Log Series to a Trend Chart
Adding a Real-Time Trend Series to a Trend Chart
14 Trend Charts
14.1 How Trends Work

You use trend logs to record values, such as a sensor. A trend log can also log
consumptions, such as energy consumption or water consumption.
You can view a trend log as a trend log list or as a trend chart.
Figure: A trend list (upper left) and a trend chart (bottom right)
14.1.1 Trend Charts

Trend charts are a way to graphically present trend logs. A trend chart can contain
one or more trend logs that are represented in the trend chart by lines or bars.
For more information, see section 14.2 “How Trend Charts Work” on page 165.
14.1.2 Trend Log Lists in WorkStation

A trend log list displays all values in the trend log in a list.
For more information, see section 15.1 “Trend Log Lists in WorkStation” on page
231.

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14.1.3 Trend Log Lists in WebStation

For more information, see the Trend Log Lists in WebStation topic on WebHelp.
14.1.4 Trend Logs in WebStation

A trend log is a collection of time-stamp values. In WebStation, you can create a
trend log from a value.
For more information, see the How Trend Logs Work in WebStation topic on
WebHelp.

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14.2 How Trend Charts Work

Trend charts are a way to graphically present trend logs. A trend chart can contain
one or more trend logs that are represented in the trend chart by lines or bars.
You can also add and remove trend logs from a trend chart. This makes it easy to
compare different trend logs, for example the energy consumption compared to the
average temperature.
You can print a trend chart.
Figure: Trend chart
14.2.1 Trend Chart Navigation in WorkStation

The trend chart contains a lot of tools for easy navigation in the chart. You can scroll
or use the predefined settings to focus on the time span you want to see.
For more information, see section 14.6 “Trend Chart Navigation in WorkStation” on
page 170.
14.2.2 Trend Chart Navigation in WebStation

For more information, see the Trend Chart Navigation in WebStation topic on
WebHelp.

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14.2.3 Trend Chart Series in WorkStation

You can display the trend logs as trend log series in a trend chart in a number of
ways, for example, you can change the color and weight of the trend log line, or
display markers at the time where the trend log value was sampled.
For more information, see section 14.13 “Trend Chart Series in WorkStation” on
page 177.
14.2.4 Trend Chart Series in WebStation

For more information, see the Trend Chart Series in WebStation topic on WebHelp.
14.2.5 Trend Chart Axes in WebStation

A trend chart displays the records of a trend log or an extended trend log as a
series.
For more information, see section 14.26 “Trend Charts” on page 192.

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14.3 Opening a Trend Chart
14.3 Opening a Trend Chart

You open a trend chart to see a graphical presentation of a trend log.
To open a trend chart

1. In WorkStation or WebStation, in the System Tree pane, click the trend chart
you want to open.
The trend chart is now opened.

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14.4 Creating a Trend Chart
14.4 Creating a Trend Chart

You create a trend chart to get a graphic presentation of a trend log.
To create a trend chart

1. In WorkStation, in the System Tree pane, select the trend log or the variable
you want to create the trend chart from.
2. In the Actions menu, point to View, point to Trend charts, and then click
New Trend chart.
3. Click the Save button .

4. Browse to where you want to save the trend chart.
5. Click Save.

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14.5 Printing a Trend Chart
14.5 Printing a Trend Chart

You print a trend chart using the Print function.
To print a trend chart

1. In WorkStation, in the System Tree pane, open the trend chart you want to
print.
2. On the main toolbar, click the Print button .

3. In the Print out dialog box, select a printer and then click Print.
The trend chart is now sent to the printer.

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14.6 Trend Chart Navigation in WorkStation
14.6 Trend Chart Navigation in WorkStation


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14.7 Zooming In a Trend Chart
14.7 Zooming In a Trend Chart

You zoom in to enlarge the scale of the trend chart to make the reading easier.
To zoom in a trend chart

1. In WorkStation, in the System Tree pane, select the trend chart.
2. On the Trend Chart toolbar, click the Zoom in button .

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14.8 Zooming In an Area of a Trend Chart
14.8 Zooming In an Area of a Trend Chart

You zoom in to enlarge a specific area of the trend chart to make the reading easier.
To zoom in an area of a trend chart

1. In WorkStation, in the System Tree pane, select the trend chart you want to
show.
2. On the Trend Chart toolbar, click the Zoom in button .

3. In the trend chart, select the area you want to enlarge.
4. Click the Zoom out button to zoom out to 100%.

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14.9 Zooming Out of a Trend Chart
14.9 Zooming Out of a Trend Chart

You zoom out to decrease the scale of the trend chart to make the reading easier.
To zoom out of a trend chart

2. On the Trend Chart toolbar, click the Zoom out button .

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14.10 Scrolling a Trend Chart Vertically
14.10 Scrolling a Trend Chart Vertically

You scroll the trend chart up and down to make reading a series easier.
To scroll a trend chart vertically

1. In WorkStation, in the System Tree pane, select the trend.
2. On the Trend Chart toolbar, click the Scroll trend chart vertical button
.
3. Drag the trend chart upwards or downwards.

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14.11 Scrolling the X-Axis in Small Steps
14.11 Scrolling the X-Axis in Small Steps

To navigate in the trend chart in small steps, you scroll the x-axis in steps equal to
one tenth of the displayed x-axis in the trend chart.
To scroll the x-axis in small steps
1. On the Trend Chart, click the Scroll backwards button to scroll the x-
axis left, and the Scroll forwards button to scroll the x-axis right.

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14.12 Scrolling the X-Axis in Big Steps
14.12 Scrolling the X-Axis in Big Steps

You scroll the x-axis of a trend chart in big steps equal to the entire displayed x-axis
in the trend chart.
To scroll the x-axis in big steps
1. On the Trend Chart, click the Scroll fast backwards button to scroll
the x-axis left, and the Scroll fast forwards button to scroll the x-axis
right.

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14.13 Trend Chart Series in WorkStation
14.13 Trend Chart Series in WorkStation

These settings can be saved so that the trend chart is displayed in the same way
anytime you open it.

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14.14 Displaying Specific Time Spans of a Trend Chart
14.14 Displaying Specific Time Spans of a

Trend Chart
You change the time spans of the trend chart to display one hour or one year.
To display specific time spans of a trend chart

1. In WorkStation or WebStation, in the System Tree pane, select the trend
chart you want to show.
2. On the Trend Chart toolbar, click the time span you want to display:
• Click the Show one hour button .
• Click the Show one day button .
• Click the Show one week button .
• Click the Show one month button .
• Click the Show one year button .

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14.15 Displaying Trend Chart Event Symbols
14.15 Displaying Trend Chart Event Symbols

You show trend chart event symbols to track events or status of the trend log.
To display trend chart event symbols

1. On the Trend Chart, click the Series tab.
2. In the Series area, right-click a series and select Events.

Repeat this procedure to hide the event symbols.

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14.16 Refreshing a Trend Chart
14.16 Refreshing a Trend Chart

You manually refresh the trend chart to see the latest records. The trend chart does
not automatically update if live update is disabled or if the trend chart presents a
field controller trend log.
To refresh a trend chart

refresh.
2. On the main toolbar, click the Refresh button .

The trend chart is now refreshed and up-to-date.

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14.17 Updating a Trend Chart with Live Values
14.17 Updating a Trend Chart with Live Values

You use live update if you want the trend chart to automatically get updated values
from the trend log in the system.
To update a trend chart with live values

1. In WorkStation, in the System Tree pane, click the trend chart.
2. On the Trend Chart navigation bar, select Live update.
The trend chart is automatically updated with values from the system.

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14.18 Hiding a Series in a Trend Chart
14.18 Hiding a Series in a Trend Chart

When you want to concentrate on a specific trend log record series, you hide the
other trend log record series in the chart.
To hide a series in a trend chart

3. In the Series area, click on the series you want to hide.

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14.19 Comparing Trend Chart Values Between Series
14.19 Comparing Trend Chart Values

Between Series
You use the Show the nearest information on every series when you want to
compare trend chart series at a specific time.
To compare trend chart values between series

show.
2. On the Trend Chart toolbar, click the Show nearest information on
every series button .

3. Point to any series in the trend chart.
The values for every series at this specific time are now shown. Repeat the
procedure to deactivate the function.

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14.20 Changing the Line Weight of a Trend Chart Series
14.20 Changing the Line Weight of a Trend

Chart Series
You change the line weight of a trend chart series to make it easier to differentiate
the series.
To change the line weight of a trend chart series

configure.
2. On the Trend Chart toolbar, click the Open trend chart settings button
.
3. Click the Series tab.
4. In the Data series box, select the series you want to change the line weight
on.
5. In the Weight box, type a weight.
6. Click OK.
The line weight of the series is now changed.

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14.21 Changing the Display Order of a Trend Chart Series
14.21 Changing the Display Order of a Trend

Chart Series
You change the display order of the series in a trend chart, for example, if one series
is obscured by another series.
To change the display order of a trend chart series

1. On the Trend Chart, click the Series tab, if not already expanded.
2. In the Series area, right-click a series and select Bring to front.
The selected series is now placed in front of the other series.

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14.22 Changing the Color of a Trend Chart Series
14.22 Changing the Color of a Trend Chart

Series
You change the color of a trend chart series to make reading easier.
To change the color of a trend chart series

configure.
.
4. In the Data series box, select the series you want to change color on.

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14.22 Changing the Color of a Trend Chart Series
5. In the Color box, enter a color.
6. Click OK.
7. In the Trend chart settings dialog box, click OK.
The color of the series is now changed.

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14.23 Showing Markers in a Trend Log Series

You show trend log series with markers for each record to make reading easier.
Note
• This feature is only applicable to lines and discrete lines.
To show markers in a trend log series

.
4. In the Data series box, select the series you want to show with markers.
5. Select Show markers.
6. Click OK.
The series is now presented with markers.

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14.24 Changing the Presentation Type of a Trend Chart Series
14.24 Changing the Presentation Type of a

Trend Chart Series
You change the presentation type of a trend chart series to adapt the appearance
to your needs.
To change the presentation type of a trend chart series

configure.
.
4. In the Data series box, select the series you want to display in another
presentation type.
5. In the Series presentation box, select a presentation type.
6. Click OK.
The presentation type for the data series is now edited.

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14.25 Saving the Trend Chart Settings
14.25 Saving the Trend Chart Settings

You save the trend chart settings if you want the trend chart to be displayed the
same way the next time you open it.
To save the trend chart settings

1. In WorkStation, in the System Tree pane, open the trend chart.
2. Change the settings to fit your preferences.

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14.26 Trend Charts
14.26 Trend Charts

A trend chart displays the records of a trend log or an extended trend log as a
series.
A trend chart series that presents a trend log is automatically updated with the
latest records, provided that Live update is activated. A trend chart series that
presents records from a field controller trend log needs to be refreshed manually.
There is no upper limitation of how many trend logs a trend chart can present.
However, the performance decreases as the number of displayed trend logs
increase. The records of the trend log can be processed by a calculation method
before they are presented in the trend chart.

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14.26 Trend Charts
Figure: Trend chart, schematic

When a trend chart presents records live from an extended trend log, the latest
records of the connected trend log are frequently transferred to the extended trend
log. This decreases the delay that can occur when the extended trend log has to
wait for the transfer threshold to be reached before new records from the trend log
are transferred. With this method, the trend chart presents the latest records.

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14.26 Trend Charts

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14.26 Trend Charts
Figure: An extended trend log, that presents in an opened live trend chart, frequently
transfers the latest records from the trend log to the extended trend log.
If two extended trend logs are connected between the trend log and the trend
chart, the transfer that occurs when a trend chart presents records live only
transfers the records from the nearest extended trend log. The transfer threshold
rate between the trend log and the first connected trend log remains unaffected.

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14.26 Trend Charts

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14.26 Trend Charts
Figure: Latest trend log record that does not present the same short latency in a live trend
chart when two extended trend logs are connected in a series between the trend log and
trend chart.
When waiting for a new record, the trend chart draws a dotted line from the last
recorded value and forward. When a new value is recorded, the dotted line
between the last and the new record is replaced by a solid series of lines.
Figure: If no value is recorded, the trend chart draws a dotted line.

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14.26 Trend Charts
14.26.1 Trend Chart Series

A series can be presented as a line, discrete line, digital, or bars. Series can be
presented in different colors and with different line weights.
For more information, see the Trend Chart Series topic on WebHelp.
14.26.2 Trend Chart Axes in WorkStation

The x-axis of the trend chart represents time. The time span of the axis can be set
with a fixed start and end time or with an end time relative to the present time. The
axis can be quick-scaled to show the last hour, last day, last month, or last year.
For more information, see section 14.31 “Trend Chart Axes” on page 206.
14.26.3 Trend Chart Axes in WebStation

For more information, see the Trend Chart Axes in WebStation topic on WebHelp.
14.26.4 Real-Time Plotting

The real-time plot is a variable displayed directly in the trend chart. The real-time
plot is an instant reflection of the variable, so the history of the real-time plot is lost
when the trend chart is closed. However, the history is not lost for I/O points that
have implicit logs where approximately 500 records of history are displayed.
For more information, see the Real-Time Plotting topic on WebHelp.
14.26.5 Time Zone Modes in a Trend Chart

In a trend chart, you can present the records of a trend log in different time zones:
local time or a predefined time zone.
For more information, see the Time Zone Modes in a Trend Chart topic on
WebHelp.
14.26.6 Calculation Methods

Use a calculation method to process the records of the trend log before presenting
them in a trend log list or a trend chart. The original records in the trend log are not
affected by the calculation method. The calculation method is applied to the trend
log records grouped by a specific time interval.
For more information, see section 15.14 “Calculation Methods” on page 244.

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14.26 Trend Charts
14.26.7 Temporary Trend Charts

To display a trend log without creating a new trend log list or trend chart, the trend
log can be displayed in a temporary list or chart.
For more information, see the Temporary Trend Charts topic on WebHelp.

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14.27 Configuring a Trend Chart

You configure the properties of a trend chart to meet the unique needs of your site.
To configure a trend chart

configure.
3. Click the Basic tab.

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4. Edit the basic properties:

Property Description
Time mode Select the time mode of the x-axis.
Start time Enter the absolute start time when Time

mode is set to Absolute. This time is the
leftmost point of the x-axis.
Time span Type the relative time span of the x-axis.
Time zone Select the time zone of the trend log list.
The mode is the perspective in which the
trend log is displayed.
Show nearest information for all Select True to show information on every
series series along a diagonal line.
Auto scale left y-axis Select True to activate auto scale and
have the left y-axis adapt itself to the
displayed series.
Left y-axis minimum Enter the minimum value of the left y-axis.
Left y-axis maximum Enter the maximum value of the left y-

axis.
Auto scale right y-axis Select True to activate auto scale and
have the right y-axis adapt itself to the
displayed series.
Right y-axis minimum Enter the minimum value of the right y-

axis.
Right y-axis maximum Enter the maximum value of the right y-

axis.
Show grid lines for X-axis Select True to show grid lines for the x-
axis.
Show grid lines for left Y-axis Select True to show gridlines for the left
y-axis originating from the y-axis scale.
Show grid lines for right Y-axis Select True to show gridlines for the right
y-axis originating from the y-axis scale.
Add Click to add a series to the trend chart.

For more information, see the New Object
Wizard – Naming the Object Page topic
on WebHelp.
Edit Click to edit a selected series. For more

information, see the Trend Chart Series
Properties topic on WebHelp.
Remove Click to remove a selected series.


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6. Edit the series properties:

7. Click OK.

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14.28 Opening a Trend Log in a Temporary Trend Chart
14.28 Opening a Trend Log in a Temporary

Trend Chart
You open a trend log in a temporary trend chart to graphically view the recorded
values. When you close the temporary trend chart, the chart is not saved.
For more information, see the Temporary Trend Log Lists and Trend Charts topic
on WebHelp.
To open a trend log in a temporary trend chart

1. In WorkStation, in the System Tree pane, select the folder or server where
the trend log is located.
2. Select the trend log you want to open as a temporary trend chart.
3. On the Actions menu, point to View, point to Trend charts, and then click
New Trend chart.
The trend chart is displayed in the work area under a generic name.

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14.29 Removing a Trend Chart Series
14.29 Removing a Trend Chart Series

You remove unused series from the trend chart.
To remove a trend chart series

1. In WorkStation, in the System Tree pane, select the trend chart from which
you want to remove a series.
3. In the Series area, right-click a series and select Remove series.
The selected series is now removed from the trend chart.

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14.30 Creating a Real-Time Plot Trend Chart
14.30 Creating a Real-Time Plot Trend Chart

You create a real-time plot trend chart to display a variable in real time.
To create a real-time plot trend chart

1. In WorkStation, in the System Tree pane, select the variable you want to
display in a real-time plot trend chart.
2. On the Actions menu, point to View, and then click New Trend chart.

4. Browse to where you want to save the real-time plot trend chart.
5. Click Save.
By saving the real-time plot trend chart, a trend chart object is created in the
System Tree pane.

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14.31 Trend Chart Axes

Figure: Absolute time span and relative time span, schematic

The y-axis refers to the measurement unit that the variable represents. The scale of
the y-axis can be set manually or by auto scale. You can configure the trend chart
to present series on one y-axis or two y-axes, one to the left and one to the right.
Use two y-axes to present series with different ranges in the same trend chart.
Figure: One y-axis and two y-axes, schematic

To make reading easier, grid lines can be shown in the trend chart. Grid lines can
be shown in both the x- and y-direction, independent of each other.

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Figure: Grid lines, schematic

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14.32 Scroll the Trend Chart X-Axis to the Current Time
14.32 Scroll the Trend Chart X-Axis to the

Current Time
You scroll the x-axis rightmost point for fast navigation to the current time. This is
useful when live update is disabled.
To scoll the trend chart x-axis to current time

show.
2. On the Trend Chart navigation bar, click the Scroll to current client time
button .
The trend chart displays the trend chart with the client’s current time as the
rightmost x-axis point.

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14.33 Editing the Trend Chart Settings
14.33 Editing the Trend Chart Settings

You configure the scale of the trend chart axes, the presentation of series, and the
calculation method to make it easier to interpret the series, representing the trend
log records, in the trend chart.
To edit the trend chart settings

2. On the Trend Chart toolbar, click Open trend chart settings button .
3. Edit the trend chart settings.
4. Click OK.

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14.34 Configuring the X-Axis with a Relative Time Span
14.34 Configuring the X-Axis with a Relative

Time Span
You set the trend chart time span of the x-axis relative to the series current end
point time to automatically adapt the trend chart to display the current time and the
latest records within the specific time span.
To configure the x-axis with a relative time span

configure.
3. In the Time mode box, select Relative (to current time).
4. In the Time span box, type the length of the x-axis to display before the
current time.
5. Click OK.
The x-axis is now configured with a relative time span.

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14.35 Configuring the X-Axis with an Absolute Time Span
14.35 Configuring the X-Axis with an Absolute

Time Span
You configure the time span of a trend chart x-axis to display the records that are
recorded within a specific period of time.
To configure the x-axis with an absolute time span

configure.
.
3. In the Time mode box, select Absolute (start and end time).
4. In the Start time boxes, type the x-axis leftmost date and time.
5. In the End time boxes, type the x-axis rightmost date and time.
6. Click OK.
The x-axis is now configured with an absolute time span.

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14.36 Configuring the Trend Chart Time Zone
14.36 Configuring the Trend Chart Time Zone

You display the time of the records in local time, server time, or in the time of a
predefined time zone. By changing the time zone settings you make it easier to
interpret the time stamp.
For more information, see the Time Zone Modes in a Trend Chart topic on
WebHelp.
To configure the trend chart time zone mode

configure.
.
3. In the Time zone box, select a time zone to display the trend chart time
stamps in:
• Select Local time to display the time stamps in real time from the
perspective of the client.
• Select a predfined time zone to display the time stamps in real time from
the perspective of the selected time zone.
4. Click OK.
The x-axis is now set according to the selected time zone.

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14.37 Showing Trend Chart Grid Lines

You show the trend chart grid lines on the x-axis and the y-axis to make the chart
easier to read.
For more information, see the Trend Chart Settings Dialog Box – Axes Tab topic on
WebHelp.
To show trend chart grid lines

configure.
.
3. Below the Time zone box, select Show grid lines to show grid lines
originating from the x-axis scale.
4. Select Show left grid lines or Show right grid lines to show grid lines
originating from the y-axis scale.
5. Click OK.
Grid lines are now shown in the trend chart. Repeat the procedure to hide the grid
lines.

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14.38 Manually Configuring the Y-Axis Scale
14.38 Manually Configuring the Y-Axis Scale

You manually configure the trend chart y-axis to have a fixed scale. The trend chart
has two y-axes, one to the left and one to the right. You can use this procedure to
scale both axes.
To manually configure the y-axis scale

configure.
.
3. Clear Auto scale left y-axis and Auto scale right y-axis.
4. In the Left y-axis minimum and Right y-axis minimum boxes, type the
minimum value of the y-axis.
5. In the Left y-axis maximum and Right y-axis maximum boxes, type the
maximum value of the y-axis.
6. Click OK.
The y-axis is now set with a fixed scale.

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14.39 Automatically Configuring the Y-Axis Scale
14.39 Automatically Configuring the Y-Axis

Scale
You configure the trend chart to automatically scale the y-axis. The trend chart has
two y-axes, one to the left and one to the right. You can use this procedure to scale
both axes.
To automatically configure the y-axis scale

configure.
.
3. Select Auto Scale left y-axis and Auto Scale right y-axis.
4. Click OK.
The y-axis scale is now set automatically and updated with the presented series.

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14.40 Activating Trend Chart Live Update
14.40 Activating Trend Chart Live Update

You activate the live update of a trend chart to automatically update the trend chart
with the latest records.
To activate trend chart live update

1. In WorkStation, in the System Tree pane, select the trend chart on which
you want to activate live update.
2. Select Live update.

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14.41 Creating a Trend Chart that Monitors a Variable in Real-Time
14.41 Creating a Trend Chart that Monitors a

Variable in Real-Time
You create a trend chart that monitories a variable in real-time, for example, to
access and check the current status of the variable.
To create a trend chart that monitors a variable in real-time

1. In WorkStation, in the System Tree pane, select the folder or Building
Operation server where you want to create the trend chart.
2. On the File menu, point to New, and then click Trend.
3. Select Trend Chart.
4. In the Name box, type a name for the trend chart.

5. In the Description box, type a description.
6. Click Next.

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7. In the Time mode box, select Absolute to manually specify the x-axis start
and end point.
8. In the Start time box, type the absolute start time (the leftmost point of the x
axis).
9. In the End time box, type the absolute end time (the rightmost point of the x
axis).
10. In the Auto scale left y-axis box, select True so the y-axis adapts itself to
displayed series.
11. Click Add.

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12. Select Real Time Trend Series.
13. In the Name box, type a name for the series.

15. Click Next.
16. In the Display variable box, enter the variable you want to display in the
trend chart.
17. In the Weight box, select the weight of the series.


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18. In the Show markers box, select True to display a marker for each
recorded.
19. Click Create.
20. In the Configure real-time trend series dialog box, click Create.
The real-time trend series trend chart is created in the selected folder.

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14.42 Attaching a Calculation Method to a Trend Chart Series
14.42 Attaching a Calculation Method to a

Trend Chart Series
You attach a calculation method to a trend chart series to process the recorded
values and present the result.
To attach a calculation method to a trend chart series

attach a calculation method to.
3. Click the Calculations tab.
4. In the Data series box, select the series you want to add a calculation
method to.
5. In the Calculation method box, select a calculation method.

6. Select Delta over period if the calculation method is a delta calculation with
periods.

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14.42 Attaching a Calculation Method to a Trend Chart Series
7. In the Period box, select the time span for which the calculation method is to
be executed.
Note
• If Custom is selected in the Period box, enter a custom time
span for which the calculation method is to be executed in the
Custom period box and the time when you want the custom
period to start in the Custom period alignment boxes.
• To calculate the required number of records for a trend log,
multiply the number of records in one day with the number of
days you want the trend log to record. For example, the interval
of the trend log is set to 1 hour, then this gives 24 recorded
values per day. The trend log should record at least one month
of recorded values equal to 31 days. For example, the number of
records = 24 x 31 = 744.
8. In the Custom period box, enter a custom time span for which the
calculation method is to be executed.
9. In the Custom period alignment boxes, enter the time when you want the
custom period to start.
10. Click OK.
A calculation method is now attached to the series.

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14.43 Adding a Trend Log Series to a Trend Chart
14.43 Adding a Trend Log Series to a Trend

Chart
You add a trend log series to a trend chart to compare trend data from different
logs or variables.
To add a trend log series to a trend chart

add a trend log series to.
2. In the System Tree pane, select the trend log you want to add.
3. Drag the trend log from the System Tree pane to the trend chart diagram.
4. Click Save.

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14.44 Adding a Real-Time Trend Series to a Trend Chart
14.44 Adding a Real-Time Trend Series to a

Trend Chart
You add a real-time trend series to a trend chart to compare trend data from
different logs or variables.
To add a real-time trend series to a trend chart

add a trend series to.
3. Under Series Configuration Settings, click Add.

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4. In the object type list, select Real Time Trend Series.
5. In the Name box, type a name for the series.

6. In the Description box, type a description for the series.
7. Click Next.

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8. In the Display variable box, enter the path to the variable you want to
display in the trend chart.
9. In the Weight box, enter the line weight of the series.

10. In the Show markers box, select True to display a marker for each
recorded value.

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11. Click Create.
12. Click OK.

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Topics
Trend Log Lists in WorkStation
Opening a Trend Log List
Creating a Trend Log List
Refreshing a Trend Log List
Copying a Trend Log Record
Trend Log List Display
Displaying or Hiding Events in a Trend Log List
Displaying Trend Log List Values as Decimals
Displaying Trend Log List Values as Bitstrings
Saving a Trend Log List Setting
Export of Trend Log Lists and Records
Exporting the Trend Log List to XML format
Exporting the Trend Log List to CSV Format
Calculation Methods
Attaching a Calculation Method to a Trend Log List
15 Trend Log Lists
15.1 Trend Log Lists in WorkStation
15.1 Trend Log Lists in WorkStation

You can create a trend log list directly from a trend log and refresh the values.
15.1.1 Trend Log List Display

A trend log list can be displayed in a number of ways.
For more information, see section 15.6 “Trend Log List Display ” on page 236.
15.1.2 Export of Trend Log Lists and Records

Trend log lists and records can be exported in two different formats:
• CSV
• XML
For more information, see section 15.11 “Export of Trend Log Lists and Records ”
on page 241.
Figure: A trend log list

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15.2 Opening a Trend Log List
15.2 Opening a Trend Log List

You open the trend log list for viewing.
For more information, see section 14.1 “How Trends Work” on page 163.
To open a trend log list

1. In WorkStation or WebStation, in the System Tree pane, click the trend log
list you want to open.
The trend log list is now opened.

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15.3 Creating a Trend Log List
15.3 Creating a Trend Log List

You create a trend log list to get a list of the records in the trend log.
231.
To create a trend log list

1. In WorkStation, in the System Tree pane, select the trend log or the variable
you want to create the trend log list from.
2. On the Actions menu, point to View, point to Trend log lists, and then
click New Trend log list.

4. Browse to where you want to save the trend log list.
5. Click Save.

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15.4 Refreshing a Trend Log List
15.4 Refreshing a Trend Log List

You have to manually refresh the trend log list to display recently recorded values.
231.
To refresh a trend log list

1. In WorkStation, in the System Tree pane, select the trend log list.
2. On the main toolbar, click the Refresh button .

3. Manually scroll in the list to see the latest records.
The trend log list is now refreshed.

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15.5 Copying a Trend Log Record
15.5 Copying a Trend Log Record

You copy rows in the trend log list to the clipboard if you want to paste them into
other programs, such as Microsoft Excel.
231.
To copy a trend log record

1. In WorkStation, in the System Tree pane, select the trend log list you want to
open.
2. In the Trend Log List, select the row you want to copy.
3. On the Edit menu, click Copy.
The text is now copied to the clipboard.

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15.6 Trend Log List Display
15.6 Trend Log List Display

A trend log list can be displayed in a number of ways.
You can present the values in the trend log as decimals or as bitstrings. You can
hide or display events in a trend log list to make the reading easier. Events that have
a value or comment cannot be hidden and are always displayed.
The settings can be saved so that the trend log list is displayed in the same way the
next time you open it.

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15.7 Displaying or Hiding Events in a Trend Log List
15.7 Displaying or Hiding Events in a Trend

Log List
You hide or display events in a trend log list to make the reading easier. Events that
have a value or comment cannot be hidden and are always displayed. For example,
as a Record was added, or as a Record was commented.
231.
To display ot hide events in a trend log list

display.
2. On the Trend Log List toolbar, click the Events button .
Events are now displayed in the trend log list. Repeat the procedure to hide the
events.

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15.8 Displaying Trend Log List Values as Decimals
15.8 Displaying Trend Log List Values as

Decimals
You present trend log list values as decimals.
231.
To display trend log list values as decimals

1. In WorkStation, in the System Tree pane, select the trend log list.
2. On the Trend Log List toolbar, click the Show decimal values button
.
The values in the trend log list are now shown as decimals.

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15.9 Displaying Trend Log List Values as Bitstrings
15.9 Displaying Trend Log List Values as

Bitstrings
You present trend log list values as bitstrings.
231.
To display trend log list values as bitstrings

1. In WorkStation, in the System Tree, select the trend log list values you want
to display as bitstrings
2. On the Trend Log List toolbar, click the Show values as bitstrings
button .
The values in the trend log list are now shown as bitstrings.

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15.10 Saving a Trend Log List Setting
15.10 Saving a Trend Log List Setting

You save the trend log list setting if you want the trend log list to be displayed in the
same way the next time you open it.
231.
To save a trend log list setting

1. In WorkStation, in the System Tree pane, open the trend log list.
2. Change the settings to fit your preferences.
3. On the Trend Log List toolbar, click the Save button .

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15.11 Export of Trend Log Lists and Records
15.11 Export of Trend Log Lists and Records

Trend log lists and records can be exported in two different formats:
• CSV
• XML
CSV
CSV (Comma separated values) is a standard file format for digital storage of data
structured in a table of lists form. The CSV format can be used by Excel and in
databases such as SQL.
XML
XML (Extensible Markup Language) is a standard file format for structured data and
can be use with a lot of different tools.

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15.12 Exporting the Trend Log List to XML format
15.12 Exporting the Trend Log List to XML

format
You export the trend log list to XML format if you want to open it in an XML editor
for viewing and processing.
on page 241.
To export the trend log list to XML format

export.
2. On the Trend Log List toolbar, click the Export to .XML button .
3. Browse to the folder where you want to save the file.
4. In the File name box, type a name.
5. Click Save.
The trend log list is now exported to XML format.

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15.13 Exporting the Trend Log List to CSV Format
15.13 Exporting the Trend Log List to CSV

Format
You export the trend log list to CSV format if you want to open it for viewing and
processing, for example, in Microsoft Excel.
on page 241.
To export the trend log list to CSV format

export.
2. On the Trend Log List toolbar, click the Export to .CSV button .
3. Browse to the folder where you want to save the file.
4. In the File name box, type a name.
5. Click Save.
The trend log list is now exported to CSV format.

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15.14 Calculation Methods

Use a calculation method to process the records of the trend log before presenting
them in a trend log list or a trend chart. The original records in the trend log are not
affected by the calculation method. The calculation method is applied to the trend
log records grouped by a specific time interval.
The following calculation methods are available:
• Maximum
• Minimum
• Average
• Summary
• Delta
• Delta over period
• Meter consumption
Note
• Adapt the period so it contains the required amount of records to generate a
correct calculation.
• If a calculation method is connected to an interval trend log with delta, make
sure that the period and delta are adapted for the calculation.
15.14.1 Maximum
The maximum value of each period is presented.
Figure: Maximum calculation method, schematic

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Important
If the log point is offline or no value is produced during the interval, no value is
displayed.
15.14.2 Minimum
The minimum value of each period is presented.
Figure: Minimum calculation method, schematic
Important
displayed.
15.14.3 Average
The average of the values in each period is calculated and presented.

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Figure: Average calculation method, schematic
Important
displayed.
15.14.4 Summary
The sum of the values in each period is calculated and presented.

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Figure: Summary calculation method, schematic
15.14.5 Delta
The change to the previous value is calculated and presented.
Figure: Delta calculation method, schematic

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15.14.6 Delta over Period

The change over a period is calculated and presented. The value at the period limit
is often interpolated, based upon the last value in the old period and the first value in
the new period.
Figure: Delta over period calculation method, schematic
15.14.7 Meter Consumption

Meter consumption is a delta over period calculation with meter functionality. For
more information, see section 16.6 “Meter Trend Logs” on page 267.

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15.15 Attaching a Calculation Method to a Trend Log List
15.15 Attaching a Calculation Method to a

Trend Log List
You attach a calculation method to a trend log list to process the recorded values
and present the result.
To attach a calculation method to a trend log list

attach a calculation method to.
2. On the Trend Log List toolbar, click the Open trend log list settings
button .
3. In the Calculation method box, select a calculation.
4. In the Delta over period box, select True if the calculation method is a delta
calculation with periods.

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15.15 Attaching a Calculation Method to a Trend Log List
5. In the Period box, select the time span for which the calculation method is to
be executed.
Note
• If Custom is selected in the Period box, enter a custom time
span for which the calculation method is to be executed in the
Custom period box and the time when you want the custom
period to start in the Custom period alignment boxes.
• To calculate the required number of records for a trend log,
multiply the number of records in one day with the number of
days you want the trend log to record. For example, the interval
of the trend log is set to 1 hour, then this gives 24 recorded
values per day. The trend log should record at least one month
of recorded values equal to 31 days. For example, the number of
records = 24 x 31 = 744.
6. In the Custom period box, enter a custom time span for which the
calculation method is to be executed.
7. In the Custom period alignment boxes, enter the time when you want the
custom period to start.
8. Click OK.
A calculation method is now attached to the trend log list.

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Topics
Trend Logs
Interval Trend Logs
Creating an Interval Trend Log
Configuring an Interval Trend Log
Editing the Interval of an Interval Trend Log
Meter Trend Logs
Creating a Meter Trend Log
Configuring a Meter Trend Log
Managing Replacement of a Meter
Displaying Meter Change History
Extended Trend Logs
Configuring an Extended Trend Log
Log Record Storage
Editing the Number of Log Records for a Trend Log
16 Trend Logs
16.1 Trend Logs
16.1 Trend Logs

A trend log is a collection of time-stamp values. In WebStation, you can create a
trend log from a value.
16.1.1 Interval Trend Logs

The interval trend log collects data at a specific time interval. Each logged value is
stored as a record in the trend log. Use this trend log when the logging interval is
less than 1 hour.
For more information, see section 16.2 “Interval Trend Logs ” on page 254.
16.1.2 Meter Trend Logs

The meter trend log is a variable triggered trend log with extra functionality to
seamlessly handle consumption calculations independent of meter rollover or meter
exchange.
For more information, see section 16.6 “Meter Trend Logs” on page 267.
16.1.3 Extended Trend Logs

You use an extended trend log to transfer records from a trend log. An extended
trend log can be connected to a trend log or connected in a series to another
extended trend log. Only one extended trend log can be connected to a trend log.
For more information, see section 16.11 “Extended Trend Logs” on page 278.
16.1.4 Log Record Storage

All trend logs use circular storing. How many records a trend log can store before
overwriting old ones depends on the trend log configuration.
For more information, see section 16.13 “Log Record Storage” on page 283.

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16.2 Interval Trend Logs

The interval trend log collects data at a specific time interval. Each logged value is
stored as a record in the trend log. Use this trend log when the logging interval is
less than 1 hour.
You create interval trend logs using WorkStation or WebStation. In WorkStation,
you configure the properties of the interval trend log to meet the specific needs of
your site.
For example, in the figure below, the interval trend log records a variable every
minute. The records are printed in a trend chart. The interval trend log does not
record the values between the intervals.

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Figure: Interval trend log schematic.

The interval trend log, which is not a variable triggered trend log, has the function to
start log records according to a given start condition. For more information, see the
Activation Methods topic on WebHelp.
16.2.1 Interval Trend Log Delta

An interval trend log with delta can reduce the storage of similar records, and may
not fill up the storage capacity as quickly as as an interval trend log with no delta.
An interval trend log with delta checks the monitored value at each interval and
records the new value if it differs from the previously recorded value by more than
the delta. Delta is the difference between the current variable value and the last log
value. To log a variable according to the time interval, use a delta of zero.
For example, in the figure below, the interval trend log records a variable every
minute but only if the variable exceeds or falls below the delta of 3. The records are
printed in a trend chart. Notice that the interval trend log with delta does not record
the values between the intervals, or on intervals where the variable is within the
delta.
Note
• To log a variable only according to the time interval, set Delta to zero.

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Figure: Interval trend log with delta schematic.

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If an interval trend log has a delta and a calculation method that uses periods, make
sure the period contains the required amount of records to generate a correct
calculation. If the value does not differ from the previously logged value by more
than the delta within the period, then none or too few values are recorded for the
calculation.
Note
• Adapt the period so it contains the required amount of records to generate a
correct calculation.
• If a calculation method is connected to an interval trend log with delta, make
sure that the period and delta are adapted for the calculation.

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16.3 Creating an Interval Trend Log

You create an interval trend log to record a value of a variable at specified and
regularly occurring increments of time.
For more information, see section 16.2 “Interval Trend Logs ” on page 254.
To create an interval trend log

you want to create the trend log.
2. On the File menu, point to New and then click Trend.
3. In the object type list, select Interval Trend Log.
4. In the Name box, type a name for the trend log.


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5. In the Description box, type a description for the trend log.
6. Click Next.
7. In the Logged variable box, enter the variable that you want to log.
8. In the Delta box, enter the minimum value change that triggers a new record.
9. In the Unit box, click the browse button .


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10. Select a unit for the trend log values.
11. In the Prefix box, select the prefix of the unit.

12. Click Select.
13. In the Interval box, type the log frequency.

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14. In the Log size box, type the log size time to be stored before old values are
overwritten.
15. In the Clear when enabled box, select True to clear the trend log every
time the trend log is enabled.

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16. In the Activation method box, select the condition to start the trend log:
• Select Always active to start recording values immediately after the
trend log is created.
• Select Variable controlled and then enter a variable in the Activation
variable box to start recording values when the start variable is true.
• Select Start at activation time and then enter the time in the
Activation time box to specify an exact time for the recording to begin.
17. Click Next.


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18. In the Extended Trend Log box, click the browse button to create an
extended trend log and connect it to the trend log.
19. In the Trend Log List box, click the browse button to create a trend log
list and connect it to the trend log.
20. In the Trend Chart box, click the browse button to either create a new
trend chart or connect the interval trend log to an existing trend chart.
21. Click Create.

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16.4 Configuring an Interval Trend Log
16.4 Configuring an Interval Trend Log

You configure the properties of an interval trend log to meet the unique needs of
your site.
For more information, see the Variable Triggered Trend Logs topic on WebHelp.
To configure an interval trend Log

1. In WorkStation, in the System Tree pane, select the interval trend log you
want to configure.
3. Edit the properties:
Status Displays the status of the trend log.
Enabled Displays True if the trend log is enabled.
Activation time Enter the absolute start time when Time

mode is set to Absolute. This time is the
leftmost point of the x-axis.
Activation method Select the method for starting the trend

log. For more information, see the Start
Conditions and Enable/Disable topic on
WebHelp.
Clear when enabled Select True to clear the trend log when it
is enabled.
Activation variable Enter the variable that is to start the trend

log.
Logged variable Enter the variable that you want to log.
Interval Type how often to log the variable, the

interval defines the time between two log
records.
Log size Select the log size to store before old

records are overwritten.
Delta Select the minimum value change that

triggers a new record.
4. Click OK.

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16.5 Editing the Interval of an Interval Trend Log
16.5 Editing the Interval of an Interval Trend

Log
You edit the interval property of a trend log to increase or decrease the frequency of
records.
For more information, see section 16.3 “Creating an Interval Trend Log ” on page
259.
To edit the interval of an interval trend log

2. Select the trend log you want to configure.
4. In the Interval box, type the new value.
5. Click OK.

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16.6 Meter Trend Logs

The meter trend log is a variable triggered trend log with extra functionality to
seamlessly handle consumption calculations independent of meter rollover or meter
exchange.
For more information, see the Variable Triggered Trend Logs topic on WebHelp.
You create and configure meter trend logs using WorkStation.
For example, in the figure below, the meter trend log records a meter the 1st of
every month. In the middle of February the meter rolls over to 00000. A chart with
meter consumption calculation prints the consumption every month.

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Figure: Meter trend log

When physically replacing an old meter with a new one, you have to configure the
meter trend log by adding the settings of the old meter and new meter in the
Manage replacement of meter dialog box in WorkStation. These settings are
the foundation to handle a meter rollover or calculating consumption though meter
replacement. For more information, see the Manage Replacement of Meter Dialog
Box topic on WebHelp.
Figure: Manage replacement of meter dialog box where you enter the values of the new
and old meter.
Note
• In order for a meter rollover to be managed correctly in the meter trend log
and to ensure logging starts at the correct energy reading value, you enter
previous meter and new meter information in the Manage replacement of
meter dialog box. For more information, see section 16.9 “Managing
Replacement of a Meter ” on page 275.

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16.7 Creating a Meter Trend Log

You use the meter trend log to record the value of a meter and seamlessly handle
consumption calculations independent of meter rollover and meter exchange.
To create a meter trend log

you want to create the trend log.
2. On the File menu, point to New, and then click Trend.
3. Select Meter Trend Log.
4. In the Name box, type a name for the trend log.

6. Click Next.

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7. In the Logged variable box, enter the variable that you want to log.
8. In the Trigger variable box, enter the variable that triggers the log.
9. In the Unit box, click the browse button .

10. Select a unit for the trend log values.

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11. In the Prefix box, select the prefix of the unit.

12. Click Select.
13. In the Trigger when box, select when to record the value of the logged
variable.
• Select Change to true to record the value of the logged variable when
the trigger variable changes to true.
• Select Change to false to record the value of the logged variable when
the trigger variable changes to false.
• Select All changes to record the the value of the logged variable
anytime the trigger variable changes state.
14. In the Log records box, select the number of records to be recorded before
old ones are overwritten.
15. In the Clear when enabled box, select True to clear the trend log every
time the trend log is enabled.
16. Click Next.
17. In the Start time box, enter the time when the meter is installed.
18. In the Start value box, enter the value of the meter when it was installed.
19. In the Meter constant box, enter the constant of the meter.
20. In the Min value box, enter the first value of the meter when it rolls over.
21. In the Max value box, enter the last value of the meter before it rolls over.
22. Click Next.

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23. In the Extended Trend Log box, click the Browse button to create an
extended trend log and connect it to the trend log.
24. In the Trend Log List box, click the Browse button to create a trend
log list and connect it to the trend log.
25. In the Trend Chart box, click the Browse button to either create a
new trend chart or connect the trend log to an existing trend chart.
26. Click Create.
The meter trend log is created in the selected folder.
Note
• When a meter trend log is created, you need to add the current meter value.

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16.8 Configuring a Meter Trend Log
16.8 Configuring a Meter Trend Log

You configure the properties of a meter trend log to meet the unique needs of your
site.
To configure a meter trend log

1. In WorkStation, in the System Tree pane, select the meter trend log you
want to configure.
3. Edit the properties:
Component Description
Status Displays the status of the trend log.
Enabled Displays True if the trend log is enabled.
Clear when enabled Select True to clear the trend log when it
is enabled.
Delta Select the minimum value change that

triggers a new record.
Logged variable Enter the variable that you want to log.
Trigger variable Enter the variable that triggers the trend

log to start recording.
Trigger when Select when you want the variable

recorded: when trigger variable changes
to true, changes to false, or all changes.
For more information, see the Variable
Triggered Trend Logs topic on WebHelp.
Log size Select the log size to store before old

4. Click OK.

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16.9 Managing Replacement of a Meter

You have to manage the meter settings each time a meter is replaced.
To manage replacement of a meter

1. In WorkStation, in the System Tree pane, select the meter trend log you
want to manage.
2. On the Actions menu, click Manage Meter.
3. In the End time box, enter the end time of the old meter. Preferably the time
when the meter is replaced.
4. In the End value box, type the value of the old meter when it was replaced.
5. In the Start time box, enter the time when the new meter is installed.
6. In the Start value box, type the current value of the new meter when it was
installed.
7. In the Meter constant box, type the constant of the new meter. For
example, if the meter counts in kilo (103) type 1000.
8. In the Min value box, type the first value of the new meter when it rolls over.

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9. In the Max value box, type the last value of the new meter before it rolls over.
10. Click OK.

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16.10 Displaying Meter Change History
16.10 Displaying Meter Change History

You view, through a trend log list, all meter change events that are registered by the
meter trend log.
Note
• The meter change history is only applicable for the meter trend log.
To display meter change history

1. In WorkStation, in the System Tree pane, select the trend log list that is
connected to a meter trend log.
2. On the Trend Log List toolbar, click the Show list of meter change
events button .
3. Click OK, to close the dialog box.

It is important that all meter changes are registered in the Manage replacement
of meter dialog box.

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16.11 Extended Trend Logs

You use an extended trend log to store records from a trend log. An extended trend
log can be connected to a trend log or connected in a series to another extended
trend log. Only one extended trend log can be connected to a trend log or another
extended trend log.
You create and configure extended trend logs from WorkStation.
Important
• The extended trend log cannot log a variable.
• Do not connect more than one extended trend log to a trend log or another
extended trend log. If a trend log is connected to two or more extended trend
logs, critical conflicts can occur.

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Figure: Do not connect more than one extended trend log to a trend log or extended trend
log.
The extended trend log is often saved on a higher server level with more storage
capacity than the server of an ordinary trend log. This extra storage capacity
enables the server to store more records before it overwrites old ones. The
extended trend log can be viewed in a trend log list or a trend chart.
You can configure the extended trend log to transfer data several ways: Smart log,
percentage, time interval, or force transfer.
Table: Extended Trend Log Transfer Criteria

Function Explanation
Smart log Automatically updates the transfer rate with

respect to the frequency of records, network
speed, and the capacity of the server that
runs the trend log and the extended trend
log.
Threshold Transfers records every time a specific

percentage threshold of records on the trend
log is reached.
Maximum transfer interval Transfers records at a specific time interval

even though the threshold or Smart log
condition is not reached.
Transfer trigger variable Transfers records when triggered by a

variable that changes state from false to
true, for example, a digital schedule. The
transfer takes place regardless of the
transfer threshold. This function can be used
to ensure that the extended trend log
contains all records, for example, to
generate a complete report at the end of
every month.
Force transfer Executed by the user to manually force a

transfer even though transfer threshold is not
reached.

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Figure: Extended trend log that transfers records from a trend log each time the trend log
exceeds a record volume of 20% or every hour.
When you edit a record in the extended trend log, the changes do not affect the
connected trend log. If you edit a record in the trend log, the changes are
transferred to the extended trend log next time a transfer occurs. You can edit both
the trend log and the corresponding record in the extended trend log, but the edit is
written twice in the extended trend log record in certain circumstances:
• the record in the extended trend log is manually updated
• the corresponding edit is transferred from the trend log to the extended trend
log
The trend log list or trend chart displays the last written value of an edited record.
Example 1: You edit a record in a trend log that is connected to an extended trend
log. The extended trend log is updated with the edited record. After the transfer,
you update the corresponding record in the extended trend log. The trend log list
and trend chart connected to the extended trend log display the last value of the
record, which in this case is the extended trend log edit.
Example 2: You edit a record in a trend log that is connected to an extended trend
log. Before the extended trend log is updated with the edited record, you edit the
corresponding record in the extended trend log. After a while the trend log transfers
its edited record to the extended trend log. The trend log list and trend chart
connected to the extended trend log display the edited trend log record value and
not the edited extended trend log record value. In this case, the trend log list and
trend chart display the last value that was written to the extended trend log, not the
last edited value.
You can view all edits, automatically transferred or manually added, in the record
history.
Important
If you import, export, copy, or paste an extended trend log connected to a trend
log, the reference to the connected trend log is lost.

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16.12 Configuring an Extended Trend Log
16.12 Configuring an Extended Trend Log

You configure the properties of an extended trend log to meet the unique needs of
your site.
For more information, see section 16.11 “Extended Trend Logs” on page 278.
To configure an extended trend log

1. In WorkStation, in the System Tree pane, select the extended trend log you
want to configure.
3. Edit the basic properties:
Monitored trend log Enter the trend log that you want to
transfer records from.
Unit Enter the unit the trend log stores the

records in.
Smart log Select True to optimize the transfer of

the monitored trend log to the extended
trend log.
Threshold Select the percentage threshold at which

the trend log transfers its records to the
extended trend log.
Maximum transfer interval Select the maximum length of time that

can pass between transfers from the
monitored trend log to the extended trend
log.
Log records Select the number of records to store

before old records are overwritten.
Include in reports Select True to include the extended

trend log data in reports.
Transfer trigger variable Enter a trigger variable to force a transfer

of all records from the trend log to the
extended trend log, for example, to
generate a complete report. For more
information, see section 16.11 “Extended
Trend Logs” on page 278.
4. Click OK.

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16.13 Log Record Storage
16.13 Log Record Storage

All trend logs use circular storing. How many records a trend log can store before
overwriting old ones depends on the trend log configuration.
For example, a trend log is configured to store 10 records. The logging starts and
the first record x1 is stored. After 10 records the trend log is full. The next record
x11 overwrites the oldest record which in our case is x1. The next logging x12
overwrites the oldest record x2, and so on.
Figure: Circular storing, schematic

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16 Trend Logs
16.14 Editing the Number of Log Records for a Trend Log
16.14 Editing the Number of Log Records for

a Trend Log
You increase or decrease the number of records to be stored in the trend log before
For more information, see section 16.13 “Log Record Storage” on page 283.
To edit the number of log records for a trend log

2. Select the trend log you want to configure.
4. In the Log records box, enter the new value.
5. Click OK.

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Topics
How Schedules Work
Basic View of the Schedule Editor
Schedule Colors in WorkStation
Viewing a Schedule
Schedule Navigation in WorkStation
Scrolling a Day in a Schedule
Scrolling a Week in a Schedule
Displaying Time Intervals
Schedule Events
Weekly Events in WorkStation
Viewing a Schedule Event
Editing the Time for a Weekly Event
Adding a Weekly Event
Editing a Weekly Event
Deleting a Schedule Event
Schedule Types
Digital Schedules
Editing the Status for a Weekly Event in a Digital Schedule
Analog Schedules
Editing the Value for a Weekly Event in an Analog Schedule
Multistate Schedules
Editing the State for a Weekly Event in a Multistate Schedule
Saving a Schedule
17 Schedules
17.1 How Schedules Work

Schedules are used to schedule the operation of part of the building management
system, such as a fan, a door, or a setpoint. Using a schedule, a fan can be set to
operate between 08:00 and 17:00 every workday.
Schedules can be overridden by different types of exceptions. For example, if you
want to shut the fan down the last Friday in every month due to maintenance, you
can use a calculated exception. The exception is added to the schedule and turns
off the fan the last Friday in every month.
If you want to shut down the fan during the summer vacation, you can use a
Calendar exception. In this case, you use an already created calendar that defines
the summer vacation. This calendar is added to the schedule as an exception and
the fan will be shut down during all days of the summer vacation defined by the
calendar.

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Figure: A schedule can be affected by different types of exceptions
17.1.1 Schedule Editor in WorkStation

The Basic view of the Schedule Editor serves as a workspace to plan and design a
schedule. You use this editor to create, manage, and display weekly scheduled
events and exception events.
For more information, see section 17.2 “Basic View of the Schedule Editor” on page
291.
17.1.2 Schedule Editor in WebStation

The Schedule Editor serves as a workspace to plan and design a schedule. You
use this editor to create, manage, and display weekly scheduled events and
exception events.
For more information, see the Schedule Editor in WebStation topic on WebHelp.
17.1.3 Schedule Colors in WorkStation

A schedule has a color code so you can identify weekly events and exception
events at a glance. This color code can assist you when you are modifying your
schedule or trying to troubleshoot any problems.
For more information, see section 17.3 “Schedule Colors in WorkStation” on page
292.
17.1.4 Schedule Colors in WebStation

For more information, see the Schedule Colors in WebStation topic on WebHelp.
17.1.5 Schedule Navigation in WorkStation

You can navigate in a schedule day-by-day, month-by-month, or year-by-year.
For more information, see section 17.5 “Schedule Navigation in WorkStation” on
page 295.
17.1.6 Schedule Navigation in WebStation

You can navigate in a schedule day-by-day, month-by-month, or year-by-year.
For more information, see the Schedule Workspace Toolbar topic on WebHelp.

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17 Schedules
17.1.7 Schedule Events

Scheduled events are used to control different types of devices, for example lights,
fans or doors.
For more information, see section 17.9 “Schedule Events” on page 300.
17.1.8 Calendars in WorkStation

A calendar is a list of dates. The calendar provides the schedule with the dates
when the exception events shall occur. To save time, you can reference a single
calendar rather than entering several exception events in a schedule.
For more information, see section 19.1 “Calendars in WorkStation” on page 347.
17.1.9 Calendars in WebStation

For more information, see the Calendars in WebStation topic on WebHelp.
17.1.10 Schedules Types

You can create three types of schedules: Digital, Multistate, or Analog. You create a
digital schedule if the schedule needs to control a device with two output states,
such as On or Off. You create a multistate schedule if the schedule needs to control
a device that has output states based on multiple states, such as low, medium, or
high. You create an analog schedule if the schedule controls a device that gauges
the output in real numbers.
For more information, see section 17.16 “Schedule Types ” on page 310.

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17.2 Basic View of the Schedule Editor
17.2 Basic View of the Schedule Editor

The Basic view of the Schedule Editor serves as a workspace to plan and design a
schedule. You use this editor to create, manage, and display weekly scheduled
events and exception events.
You can also display the client time zone and the server time zone in the Basic view.
This is convenient if your server is located in a time zone that is different from the
time zone where you are configuring the schedule. For more information, see the
Time Zones topic on WebHelp.
The following figure displays the schedule of the lights within the building. The
weekly events are in green and the exception event in blue. The values of the events
are also displayed. Monday, October 21 is an exception event so it does not follow
the same scheduled events as the rest of the week. The lights are off all day. For the
rest of the week, the lights turn on at 07:00 and turn off at 18:00.
Figure: Basic view of the Schedule Editor

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17.3 Schedule Colors in WorkStation

17.3.1 Colors in the Basic View

Weekly events and exception events are presented in different colors so you can
easily identify the type of events at a glance.
Color Description
Cream Default value
Green Weekly events
Blue Exception events
Events of the same type that are next to each other in the schedule are presented in
different intensities of the color so you can easily see the start and stop time of
these events. For example, the weekly event Drawing from 7:00 to 11:00 is dark
green and the weekly event Painting from 11:00 to 15:15 is in light green.
Figure: Basic Schedule Editor weekly event colors

In the Basic view, colors in the Calendar Overview are significant in the following
ways:
• Light blue in the calendar overview represents exception events.
• Black in the calendar overview represents a selected day or today.

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17 Schedules
17.3.2 Colors in the Advanced View

Weekly and exception events are both green in the Advanced view. Events that are
next to each other in the schedule are presented in different intensities of green so
you can easily see the start and stop time of these events.
In the Advanced view, colors in the Calendar Overview are significant in the
following ways:
• Light blue in the calendar overview represents exception events.
• Dark blue in the calendar overview represents an exception event that is
selected in the event tree.
Figure: Advanced Schedule Editor weekly event colors

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17.4 Viewing a Schedule
17.4 Viewing a Schedule

You view a schedule using Basic Schedule Editor.
291.
To view a schedule
1. In WorkStation, click on the schedule.
The schedule is displayed in Basic Schedule Editor.

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17.5 Schedule Navigation in WorkStation
17.5 Schedule Navigation in WorkStation

You have some navigation tools to use when you navigate the Basic Schedule
Editor, the Advanced Schedule Editor, and the Calendar Editor. To navigate the
editors, you can use the tools described in the following table.
Table: Schedule and Calendar Editor Navigation Tools

Tool Description
Year and month navigation

A drop-down list to select the year
Navigation arrows to move ahead or
backward one month
Week and day navigation

Navigation arrows to move ahead or back a
week or ahead or back a day

295
17 Schedules
17.6 Scrolling a Day in a Schedule
17.6 Scrolling a Day in a Schedule

You scroll a day in a schedule using the Forward a Day and Back a Day buttons.
page 295.
To scroll a day in a schedule
1. Click the View all schedule events button .
2. Click the Forward a Day button or click the Back a Day button .

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17 Schedules
17.7 Scrolling a Week in a Schedule
17.7 Scrolling a Week in a Schedule

You scroll a week in a schedule using the Forward a Week and Back a Week
buttons.
page 295.
To scroll a week in a schedule
1. Click the View all schedule events button .
2. Click the Forward a Week button or click the Back a Week button

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17 Schedules
17.8 Displaying Time Intervals

You change time intervals in the Basic Schedule Editor time grid to adjust the time
intervals that display as you create your schedule.
291.
To display time intervals

1. In WorkStation, in the System Tree pane, select the schedule for which you
want to display specific time intervals.
2. In the Work area, click the Basic view.

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17 Schedules
3. Right-click the server time bar, point to Snap To, and then select a time
interval.

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17 Schedules
17.9 Schedule Events

A schedule can have two types of events: weekly events and exception
events. Weekly events occur every week at specified times. Exception events occur
when the schedule deviates from the weekly schedule, such as during
holidays. Exception events override the weekly events when there is an overlap.
For each schedule, you can set a default value. The default value goes into effect
after the exception events and weekly events are complete or relinquish control. For
example, the weekly event for a fan ends at 17:00. The fan ran at a value of 3 (high)
throughout the event. There are no scheduled events after the weekly event.
Because you have assigned 0 as the default value, the fan adjusts to the default
value and turns to 0 (off). The value remains at 0 until the next scheduled event.
Events occur in the following order of precedence:
• Exception events
• Weekly events
• Default value
17.9.1 Weekly Events in WorkStation

A weekly event occurs every week for an extended period of time on a regular
basis. You can schedule more than one weekly event for each day of the week.
For more information, see section 17.10 “Weekly Events in WorkStation” on page
302.
17.9.2 Weekly Events in WebStation

For more information, see the Weekly Events in WebStation topic on WebHelp.
17.9.3 Exception Events in WorkStation

An exception event occurs instead of the scheduled weekly events for a single date,
date range, calculated date, or calendar reference.
For more information, see section 18.1 “Exception Events in WorkStation” on page
321.
17.9.4 Exception Events in WebStation

For more information, see the Exception Events in WebStation topic on WebHelp.

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17 Schedules
17.9.5 Priorities
Priority is a number that corresponds to a preassigned level of importance. When
used in schedules, priority numbers range from one to sixteen. One is the most
important or highest priority and sixteen is the lowest priority.
For more information, see the Priorities topic on WebHelp.
17.9.6 Time Zones

When you create a schedule, the time zone of the server that contains the schedule
determines the execution of the events. If the schedule is copied to a server in a
different time zone, the specified dates and times relate to the new time zone.
For more information, see the Time Zones topic on WebHelp.

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17 Schedules
17.10 Weekly Events in WorkStation
17.10 Weekly Events in WorkStation

For example, in an analog schedule, for Monday, you schedule an air vent in a gym
to open to 40 % at 08:00 for a yoga class. For a more intense class at 10:00, you
schedule the air vent to open to 100 % until 13:00. Finally, at 13:00, you schedule
the air vent to close to 60 % until 20:00.
Figure: Example weekly events for a Monday

These events occur every Monday unless an exception event overrides the weekly
event.

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17.11 Viewing a Schedule Event
17.11 Viewing a Schedule Event

You view schedule events to see the schedule for one or more events.
To view a schedule events

1. In WorkStation, in the System Tree pane, select the schedule you want to
view.
3. On the Schedule toolbar, click the View All Schedule Events button .

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17.12 Editing the Time for a Weekly Event
17.12 Editing the Time for a Weekly Event

You change the time for a weekly schedule event using the Basic Schedule Editor.
302.
To edit the time for a weekly event

1. In WorkStation, in the System Tree pane, click the schedule with the event
you want to change.
2. In Basic Schedule Editor, click the View weekly schedule events button
.
3. Click the schedule events you want to change the time for.
4. Click on the events node to extend or reduce the time for the schedule.
5. On the File menu, click Save.

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17 Schedules
17.13 Adding a Weekly Event
17.13 Adding a Weekly Event

You add weekly events to a schedule to determine when the event is to regularly
occur. Weekly events always occur regularly unless overridden by an exception
event.
302.
To add a weekly event

add the weekly event to.
3. On the Basic Schedule Editor toolbar, click the View weekly schedule
events button .
4. In the grid, click the start time. Drag the cursor vertically to select the end time
and then horizontally to select all days for which the event should be valid.

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17 Schedules
17.14 Editing a Weekly Event

You edit a weekly event to change the information about a weekly event on a single
day.
To edit a weekly event

edit.
3. In the Event grid, select the weekly event you want to edit.
4. On the Basic toolbar, click the Edit schedule event button .


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17 Schedules
5. Edit the properties.
Event type Click Weekly to select a weekly event

type.
Days of week Select the days of the week that apply to

this schedule.
All Day Select All Day for an all day event.
Add Entry Click to add a line to the Times and

values box.
Delete Entry Click to delete an entry from the Times

and values box.

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17 Schedules
6. Click Ok.

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17 Schedules
17.15 Deleting a Schedule Event
17.15 Deleting a Schedule Event

You delete a weekly or exception event from a schedule when the event is not in
use.
To delete a schedule event

delete the schedule event from.
3. Select the weekly event or exception event you want to delete.
4. On the Basic toolbar, click the Delete button .


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17.16 Schedule Types
17.16 Schedule Types

You can create three types of schedules: Digital, Multistate, or Analog. You create a
digital schedule if the schedule needs to control a device with two output states,
such as On or Off. You create a multistate schedule if the schedule needs to control
a device that has output states based on multiple states, such as low, medium, or
high. You create an analog schedule if the schedule controls a device that gauges
the output in real numbers.
You create schedules using WorkStation.
17.16.1 Analog Schedules

An analog schedule controls a device that gauges the output in real numbers. The
real numbers include positive or negative numbers, fractions, and decimal values.
For more information, see section 17.19 “Analog Schedules” on page 313.
17.16.2 Digital Schedules

A digital schedule controls a device that has an on output state and an off output
state.
For more information, see section 17.17 “Digital Schedules” on page 311.
17.16.3 Multistate Schedules

A multistate schedule controls a device that has output states based on integers or
positive whole numbers including zero.
For more information, see section 17.21 “Multistate Schedules” on page 315.

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17 Schedules
17.17 Digital Schedules
17.17 Digital Schedules

A digital schedule controls a device that has an on output state and an off output
state.
For example, you can create a digital weekly schedule that activates the lights at
07:00 and switches them off at 20:00 Monday through Friday.
Figure: Digital schedule


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17 Schedules
17.18 Editing the Status for a Weekly Event in a Digital Schedule
17.18 Editing the Status for a Weekly Event in

a Digital Schedule
You change the status in a digital schedule event using Basic Schedule Editor.
302.
To edit the status for a weekly event in a digital schedule

1. In WorkStation, click the schedule with the event you want to change.
2. In Basic Schedule Editor, click the View weekly schedule events
button .
3. Click the schedule events you want to change.
4. On the Basic Schedule Editor toolbar, change the status in the box.
5. Click Set.

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17 Schedules
17.19 Analog Schedules
17.19 Analog Schedules

An analog schedule controls a device that gauges the output in real numbers. The
real numbers include positive or negative numbers, fractions, and decimal values.
For example, you can create an analog weekly schedule that adjusts the room
temperature to 20.3 °C (68.5 °F) from 08:00 to 17:00 Monday through Friday.
Figure: Analog schedule


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17 Schedules
17.20 Editing the Value for a Weekly Event in an Analog Schedule
17.20 Editing the Value for a Weekly Event in

an Analog Schedule
You change the value in an analog schedule event using Basic Schedule Editor.
For more information, see section 17.19 “Analog Schedules” on page 313.
To edit the value for a weekly event in an analog schedule

button .
3. Click the schedule events.
4. On the Basic Schedule Editor toolbar, enter the new value in the box.
5. Click Set.

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17 Schedules
17.21 Multistate Schedules
17.21 Multistate Schedules

A multistate schedule controls a device that has output states based on integers or
positive whole numbers including zero.
For example, you can create a multistate weekly schedule that adjusts the room fan
to medium (2) from 08:00 to 18:00 Monday through Friday.
Figure: Multistate schedule


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17 Schedules
17.22 Editing the State for a Weekly Event in a Multistate Schedule
17.22 Editing the State for a Weekly Event in

a Multistate Schedule
You change the state in a multistate schedule event using Basic Schedule Editor.
For more information, see section 17.21 “Multistate Schedules” on page 315.
To edit the state for a weekly event in a multistate schedule

button .
3. Click the schedule events you want to change.
4. On the Basic Schedule Editor toolbar, enter the new value in the box.
5. Click Set.

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17.23 Saving a Schedule
17.23 Saving a Schedule

You save a schedule when you want to keep your scheduled weekly events or
exception events.
To save a schedule
1. In WorkStation, in the System Tree, select the schedule you want to save.
3. On the toolbar, click the Save button .

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18 Schedules Exception Events
Topics
Exception Events in WorkStation
Adding a Date Exception Event
Editing a Date Exception Event
Adding a Date Range Exception Event
Editing a Date Range Exception Event
Adding a Calculated Exception Event
Editing a Calculated Exception Event
Adding a Calendar Exception Event
Editing a Calendar Exception Event
18.1 Exception Events in WorkStation

For example, you create an exception event in March for an intense aerobics class
in the gym to open an air vent to 100 % from 06:30 to 17:00 every Wednesday in
March. This exception event takes precedence over the regularly scheduled weekly
Wednesday events.
When scheduling exception events, you can use four exception types to provide
flexibility and control in your schedule.
18.1.1 Date Exception Events

A single date exception event can occur on a single day, or you can use the options
for the event to occur on more than one day. The options such as Any year and
Any day provide flexibility. To schedule a single date event to take place every year
on October 31, you select the following single date options:
• Year: Any year
• Month: October
• Day of month: 31
• Day of week: Any day
18.1.2 Date Range Exception Events

A date range exception event is an event that lasts over a period of time. In addition
to a specific day of month, you can select Odd, Even, or Any month, and Any
day or Last day, to provide the flexibility to a date range. For example, to schedule
an exception event to occur annually from the last day of March to the last day of
April, select the following options for the start and end dates:
Start Date
• Start year: Any year
• Start month: March
• Day of month: Last day
End Date
• Year: Any year
• Month: April
• Day of month: Last day

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18.1.3 Calculated Exception Events

A calculated date is an exception event that recurs. Other than a specific month and
week, you can select Any month and Any week or Last week, to provide
flexibility to a calculated date. For example, to schedule the Monday of the first
week of every month for an exception event, select the following options:
• Month: Any month
• Week of month: First week
• Day of week: Monday
18.1.4 Calendar Exception Events

A calendar reference allows you to apply an exception event for all dates specified
in the calendar. For example, to schedule exception events for all holidays on a
calendar, you select the calendar you want to reference and the schedule will follow
the holidays created in the calendar.

322
18.2 Adding a Date Exception Event

You add a single date exception event to make an exception for a specific day in
the schedule, such as 10 December, 2013.
For more information, see section 18.1 “Exception Events in WorkStation” on page
321.
To add a date exception event

add the single date exception event to.
3. On the Basic Schedule Editor toolbar, click the New schedule event
button .

323
4. Click Exception.
5. In the Exception type box, click Single date.

6. Select All Day if the exception event is to be on or off all day.
7. In the Start Time column, type a start time for the exception event.
8. In the End Time column, type an end time for the exception event.
9. In the Value column, select a value for the exception event.
10. In the Name box, type a name for the exception event.
11. In the Priority box, select a priority for the exception event to make it override
conflicting events with lower priorities.

324
12. In the Year box, select the year for the single date.
13. In the Month box, select the month for the single date.
14. In the Day of month, select a day of month for the single date.
15. In the Day of week box, select a weekday for the single date.
16. Click OK.


325
18.3 Editing a Date Exception Event

You edit a date exception event to change the information about an exception
event.
To edit a date exception event

edit.
3. In the Event grid, select the date exception event you want to edit.


326
Event type Click Exception to display the exception types.
Exception type Select Single date for the exception type to apply to the
schedule.
Add Entry Click to add a line to the Times and values box.
Delete Entry Click to delete an entry from the Times and values box.
Name Type a name for the exception event.
Priority Select a priority number between 1 (highest priority) and 16

(lowest priority).
Year Select a year. You can use Any year as a valid entry.
Month Select a month for the exception event or Odd month, Even
month, Any month.
Day of month Select a value for the day of the month. You can use Any Day
and Last Day as valid entries.
Day of week Select a day of the week. Setting the value to Any Day ensures
consistency with the rest of the date specification, this is the
recommended setting.

327
6. Click Ok.

328
18.4 Adding a Date Range Exception Event

You create a date range exception to schedule a date range event that takes
precedence over a scheduled weekly event.
To add a date range exception event

add the date range exception event to.
2. Click the Basic view.
3. On the Basic toolbar, click the New schedule event button .


329
4. Under Event type, click Exception.
5. Under Exception type, click Date range.

6. Select All Day to have the event last all day.
7. In the Value box, enter a value.
8. In the Name box, type a name for the exception.
9. In the Priority box, select a priority.
10. In the Year box, select a year for the start date and the end date.
11. In the Month box, select a month for the start date and end date.

330
12. In the Day of month box, select a day of the month for the start date and
end date.
13. In the Day of week box, select a day of the week for the start date and end
date.
14. Click OK.

331
18.5 Editing a Date Range Exception Event

You edit a date range exception event to change the information about an
exception event.
To edit a date range exception event

edit.
3. In the Event grid, select the date range exception event you want to edit.


332
Exception type Select Date range for the exception to apply to the schedule.
Name Type a name for the event.

(lowest priority).
month, Any month.
Day of month Select a value for the day of the month. You can use Any Day
and Last Day as valid entries.

333
6. Click Ok.

334
18.6 Adding a Calculated Exception Event

You create a calculated exception to schedule a recurring event that takes
precedence over a scheduled weekly event.
To add a calculated exception event

add the calculated exception event to.
3. On the Basic toolbar, click the New schedule event button .


335
4. Under Event type, click Exception.
5. Under Exception type, click Calculated.

6. Select All Day to have the event last all day.
7. In the Name box, type a name for the exception.
8. In the Priority box, enter a priority.
9. In the Month box, select a month.
10. In the Week of month box, select a week of the month.
11. In the Day of week box, select a day of the week.
12. Click OK.

336
18.7 Editing a Calculated Exception Event

You edit a calculated exception event to change the information about an exception
event.
To edit a calculated exception event

edit.
3.
In the Event grid, select the calculated exception event you want to edit.


337
Exception type Select Calculated for an exception type to apply the schedule.

(lowest priority).
month, Any month.
Week of month Select a week of the month for the exception event or First
week, Second week, Third week, Fourth week, Last
week, Any week.

338
6. Click Ok.

339
18.8 Adding a Calendar Exception Event

You add a calendar to the schedule to make an exception event for all dates
specified in the calendar.
For more information, see section 19.1 “Calendars in WorkStation” on page 347.
To add a calendar exception event

add the calendar to.
3. On the Basic Schedule Editor toolbar, click the New schedule event
button .

340
4. Click Exception.
5. Click Calendar.
6. Select All Day if the exception event is to be on or off all day.
7. In the Start Time column, type a start time for the exception event.
8. In the End Time column, type an end time for the exception event.
9. In the Value column, select a value for the exception event.
10. In the Name box, type a name for the exception event.
11. In the Priority box, select a priority for the exception event to make it override
conflicting events with lower priorities.

341
12. In the Calendar box, enter the calendar that you want to add.
13. Click OK.

Note
• You cannot specify different times and values for each of the different dates.
All dates specified in the calendar must have the same times and values
assigned to them.

342
18.9 Editing a Calendar Exception Event

You edit a calendar exception event to change the information about an exception
event.
To edit a calendar exception event

edit.
3. In the Event grid, select the calendar exception event you want to edit.


343
Event type Click Exception to display the exception

types.
Exception type Select Calendar to initiate a calendar

reference.
Add Entry Click to add a line to the Times and

values box.
Delete Entry Click to delete an entry from the Times

and values box.
Priority Select a priority number between 1

(highest priority) and 16 (lowest priority).
Calendar Select a calendar to reference.

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19 Schedules Calendars
Topics
Calendars in WorkStation
Calendar Editor Overview
Calendar Events
Adding a Date Calendar Event
Editing a Date Calendar Event
Adding a Date Range Calendar Event
Editing a Date Range Calendar Event
Adding a Calculated Date Calendar Event
Editing a Calculated Date Calendar Event
Deleting a Date List Entry from a Calendar
19.1 Calendars in WorkStation

Figure: Exception events in a calendar

Many schedules can make a reference to the calendar. You can define the group of
dates once rather than over and over again in multiple schedules, a potentially
tedious task if your building control system contains many schedules.
19.1.1 Calendar Editor Overview

You use the Calendar Editor to create a calendar that contains a date list of
exception events. The exception events can be a single date, a date range, or a
recurring date. By using a calendar, you specify all the exception events only one
time, rather than in each schedule. The calendar is then referenced to each of the
schedules and all exception dates are automatically designated in the schedules.
For more information, see section 19.2 “Calendar Editor Overview” on page 349.
19.1.2 Calendar Events

The dates specified in a calendar are shown in the date list. You can specify dates
in a calendar by three different methods:
• Date: a specific date

347
• Date range: a fixed period with a set start and stop date
• Calculated date: a fixed period that repeats
For more information, see section 19.3 “Calendar Events” on page 350.

348
19.2 Calendar Editor Overview
19.2 Calendar Editor Overview

The Calendar Editor is the editor you use to create a date list of exception events.
The date list can include a single date, a date range, or a recurring date. You use
the calendar when creating a schedule that uses a Calendar Reference Exception.
You can apply one calendar to many schedules.
The following figure displays the calendar with all of the exception events in blue.
The exception events are also in a list view.
Figure: Calendar Editor Overview

349
19.3 Calendar Events

The dates specified in a calendar are shown in the date list. You can specify dates
in a calendar by three different methods:
• Date: a specific date
• Date range: a fixed period with a set start and stop date
• Calculated date: a fixed period that repeats
19.3.1 Date Calendar Events

A single date within a calendar is an entry that occurs once or every year on the
same date.
The following single date entry choices schedule an event on a single date, January
1, 2009:
• Year - 2009
• Month - January
• Day of month - 1
• Day of week - Any day
The following single date entry choices schedule an event on a single date every
year, January 1:
• Year - Any Year
• Month - January
• Day of month - 1
• Day of week - Any day
The following choices produce an error message:
• A day, month, and year combination that does not coincide
An example is Friday, March 5, 2009. This date actually falls on a Thursday.
• Any years past 2105
• An explicit day that is out of range
An example is September 31 or February 29 in a non-leap year.
19.3.2 Date Range Calendar Events

You can include a date range in the date list. A date range is a series of days to
include in a calendar. An example of a date range is January 1, 2009 to January 31,
2009, which adds the entire month of January to the calendar as an event. You can
use this date range for a device, such as a thermostat, to behave differently for the
whole month of January.

350
19.3.3 Calculated Calendar Events

You can include a calculated date on a date list. A calculated date has no set start
and stop date. For example, you use a calculated date to schedule the first week of
the even months on a Friday.

351
19.4 Adding a Date Calendar Event

You add a date to a calendar to specify an exception date for a specific day, such
as 7 May, 2013.
To add a date calendar event

1. In WorkStation, in the System Tree pane, select the calendar you want to
add the exception to.
2. Click the Calendar Editor tab.
3. On the Calendar Editor toolbar, click the Add Date button .

4. In the Entry name box, type the name that you want to display on the date
list.
5. In the Year box, select the year for the date.

6. In the Month box, select the month for the date.
7. In the Day of month box, select the day for the date.

352
8. In the Day of week box, select the weekday for the date.
9. Click OK.

353
19.5 Editing a Date Calendar Event

You edit a date calendar to change the information about a calendar event.
To edit a date calendar event

edit.
3. In the date list, right-click the date calendar event you want to edit and click
Properties.

354
Entry name Type an entry name for the calendar

entry.
Year Select a year. You can use Any year as a

valid entry.
Month Select a month for the exception event or

Odd month, Even month, Any
month.
Day of month Select a value for the day of the month.

You can use Any Day and Last Day as
valid entries.
Day of week Select a day of the week. Setting the

value to Any Day ensures consistency
with the rest of the date specification, this
is the recommended setting.
5. Click Ok.

355
19.6 Adding a Date Range Calendar Event

You add a date range to a calendar to specify two or more consecutive days with a
specific start and end date, such as 19 March to 23 March, 2013.
To add a date range calendar event

add the exception to.
3. On the Calendar Editor toolbar, click the Add Date Range button .
list.
5. In the Start year box, select the year for the start date.
6. In the Start month box, select the month for the start date.
7. In the Day of month box, select the day for the start date.
8. In the Day of week box, select the weekday for the start date.
9. In the Year box, select the year for the end date.
10. In the Month box, select the month for the end date.
11. In the Day of month box, select the day for the end date.

356
12. In the Day of week box, select the weekday for the end date.
13. Click OK.


357
19.7 Editing a Date Range Calendar Event

You edit a date range calendar to change the information about a calendar event.
To edit a date range calendar event

edit.
2. In Calendar Editor, select the date range calendar.
3. Right-click the date range calendar.


358

entry.
Start year Select a year. You can use Any year as a

valid entry.
Start month Select a month for the exception event or

month.
Day of month Select a value for the day of the month.

You can use Any Day and Last Day as
valid entries.


valid entry.

month.
5. Click OK.

359
19.8 Adding a Calculated Date Calendar Event
19.8 Adding a Calculated Date Calendar

Event
You add a calculated date to specify a recurring event, such as Friday of the first
week of even months. Calculated dates are also used for events or holidays that do
not always fall on the same date each year.
To add a calculated date calendar event

1. In WorkStation, in the System Tree pane, select the calendar that you want
to add the exception dates to.
3. On the Calendar Editor toolbar, click the Add Calculated button .

list.
5. In the Month box, select a month for the calculated date.

6. In the Week of month box, select the week of month for the calculated date.

360
19.8 Adding a Calculated Date Calendar Event
7. In the Day of week box, select a weekday for the calculated date.
8. Click OK.

361
19.9 Editing a Calculated Date Calendar Event
19.9 Editing a Calculated Date Calendar

Event
You edit a calculated date calendar to change the information about a calendar
event.
To edit a calculated date calendar event

edit.
2. In Calendar Editor, select the calculated date calendar.
3. Right-click the calculated date calendar.


362
19.9 Editing a Calculated Date Calendar Event

entry.

month.
Week of month Select a week of the month for the

exception event or First week, Second
week, Third week, Fourth week,
Last week, Any week.

5. Click Ok.

363
19.10 Deleting a Date List Entry from a Calendar
19.10 Deleting a Date List Entry from a

Calendar
You delete a date list entry from a calendar to remove the entry from a schedule.
To delete a date list entry from a calendar

1. In WorkStation, in the System Tree pane, select the calendar.
2. In the work area, click the Calendar Editor view.
3. In the Date List, select an entry.
4. On the Calendar Editor toolbar, click the Delete button .

Repeat the procedure to delete additional date list entries.

364
20 Graphics
Topics
How Graphics Work
Changing a Value in a Graphic
Scrolling in a Graphic
Resetting Zoom in a Graphic
Zooming In an Area of a Graphic
Zooming Out from a Graphic
20 Graphics
20.1 How Graphics Work
20.1 How Graphics Work

You use graphics to display building overviews, display values from sensors, or
change setpoints. A graphic can also contain links to trend charts, trend log lists,
Internet sites, or views in WorkStation and WebStation.
A graphic that contain links to documents, such as Microsoft Word or Adobe PDF,
can be opened in WorkStation. The associated programs, in this case Microsoft
Word or Adobe Reader, has to be installed on the computer running WorkStation.
Figure: A Graphic with links and interactive components like gauges

367
20 Graphics

You change a value in a graphic when you want a different value.
To change a value in a graphic

1. In WorkStation or WebStation, click the graphic with the value you want to
change.
2. Click the value you want to change.
3. In the Value box, enter the new value.
4. Click OK.

368
20 Graphics
20.3 Scrolling in a Graphic
20.3 Scrolling in a Graphic

You scroll to move the graphic vertically or horizontally to see more of the graphic.
To scroll in a graphic
1. Click the Scroll button .

2. Use the hand to move around in the graphic.

369
20 Graphics
20.4 Resetting Zoom in a Graphic
20.4 Resetting Zoom in a Graphic

You restore the graphic to its original size using Reset Zoom after you increased or
decreased the size of the graphic.
To reset zoom in a graphic
1. Click the Reset Zoom button .

370
20 Graphics
20.5 Zooming In an Area of a Graphic
20.5 Zooming In an Area of a Graphic

You zoom in a graphic to view a part of the graphic in more detail.
To zoom in an area of a graphic
1. Click the Zoom In button .

2. Drag the magnifier over the area in the graphic you want to increase in size.

371
20 Graphics
20.6 Zooming Out from a Graphic
20.6 Zooming Out from a Graphic

You zoom out from a graphic to get a better overview of the graphic.
To zoom out from a graphic
1. Click the Zoom Out button .

2. Click in the graphic until the graphic is the size you want.

372
21 Documents
Topics
How Documents Work
Opening a Document
21 Documents
21.1 How Documents Work
21.1 How Documents Work

You can open documents stored on a Building Operation server using the default
program associated with the file type. For example, a txt-file opens Notepad and a
ppt-file opens PowerPoint.
When you click on the document in WorkStation, the document is opened outside
WorkStation using the associated editor or viewer. In WebStation, the document is
opened in a window inside WebStation using the associated editor or viewer. In
WebStation, you can also choose to open the document editor or viewer in a new
window.
Using WorkStation and WebStation, you can edit the documents and then save
them in Building Operation again.
Important
When you log off or are automatically logged off, any unsaved changes in the
document are not saved in the database. Make sure that you save changes in
open documents frequently.
In WebStation, the browser defines if the documents are opened inside the browser
or outside the browser with the associated editor or viewer.

375
21 Documents
21.2 Opening a Document
21.2 Opening a Document

You open, edit, and save documents stored on a Building Operation Server using
the default editor associated with the file type. For example, the Notepad editor
opens a text file.
For more information, see section 21.1 “How Documents Work ” on page 375.
To open a document
1. In WorkStation, in the System Tree pane, click the document.
2. When the editor opens the document, you can view or modify the file.
3. When finished, save and close the document.

376
22 Workstation User Interface
Topics
WorkStation Workspace Overview
Building Operation WorkStation Window
WorkStation Toolbar
Menu Bar
Address Bar
History Bar
Status Bar
System Tree Pane
Watch Pane
Watch Pane Menu
Add/Remove Columns Dialog Box (Watch Pane)
Pane Menu
List View
Add/Remove Columns Dialog Box (Search)
File Menu
File Menu – New Submenu
View Menu
View Menu – Workspaces Submenu
View Menu – Toolbars Submenu
Window Menu
Help Menu
Help Menu – Help Settings Submenu
Changing Value Dialog Box
Configure Dialog Box – Operation Tab
Force and Release Buttons
Alarms Pane and Alarm View
Alarms Pane and Alarm View Toolbar
Add Comment Dialog Box
Cause Notes Dialog Box
Action Notes Dialog Box
Checklist Dialog Box
Assign Dialog Box
Alarms Pane Shortcut Menu
Alarms Pane Shortcut Menu - Alarm View Settings Submenu
Alarm and Event Details View
Events Pane and Event View
Events Pane and Event View Toolbar
Object Specific Event View
Object Specific Event View Toolbar
Trend Chart View
Trend Chart Toolbar
Trend Chart Event Icons
Trend Chart Navigation Bar
Schedule Editor – Basic View
Basic Schedule Editor Toolbar
Edit Exception Dialog Box
Schedule Properties – Basic Tab
Schedule Event Properties Dialog Box – Weekly View
Schedule Event Properties Dialog Box – Single Date Exception
View
Schedule Event Properties Dialog Box – Date Range Exception
View
Schedule Event Properties Dialog Box – Calculated Exception
View
Schedule Event Properties Dialog Box – Calendar Reference
View
Calendar Editor View
Calendar Editor Toolbar
Edit Calendar Entry Dialog Box – Add Date
Edit Calendar Entry Dialog Box – Date Range
Edit Calendar Entry Dialog Box – Calculated Date
Graphics Toolbar
Commit Page
22.1 WorkStation Workspace Overview

Use the Workspace in WorkStation to edit and display information in a Building
Operation server.
Important
• WorkStation can be displayed in a number of ways. Not all components in
this document are visible in your WorkStation.
Figure: WorkStation Workspace

381
Continued
Number Description
History bar
Use the History bar to go back and forward.
For more information, see section 22.6
“History Bar” on page 390.
Menu bar
Use the Menu bar to access the main menus
in WorkStation.
“Menu Bar” on page 388.
Toolbar
Use the buttons in Toolbar for easy access
to commands you use frequently.
“WorkStation Toolbar” on page 386.
Address bar
Use Search in WorkStation to find and view
objects in the database.
“Address Bar” on page 389.
Search View
Use Search in WorkStation to find and view
objects in the database.
For more information, see the Search View
topic on WebHelp.
Work area
Use the Work area to display and work with
graphics, trend charts, trend list, reports and
schedules.
For more information, see section 20.1 “How
Graphics Work” on page 367.
For more information, see section 14.2 “How
Trend Charts Work” on page 165.
“Trend Log Lists in WorkStation” on page
231.
For more information, see the How Reports
Work topic on WebHelp.

382
Continued
Number Description
Views and pane

Use views and panes to handle alarms and
events and to watch variables.
“Alarms Pane and Alarm View ” on page
422.
“Events Pane and Event View” on page 435.
“Watch Pane” on page 394.
System Tree
Use the System Tree pane to view but also
create, delete, copy, rename and move
objects.
“System Tree Pane” on page 392.

383
22.2 Building Operation WorkStation Window
22.2 Building Operation WorkStation

Window
Use the Building Operation WorkStation window to log on to WorkStation.
Figure: Building Operation WorkStation
Table: Building Operation WorkStation

Windows domain\user name Click to log on to WorkStation using the

Windows credentials of the current Windows
account. For more information, see the User
Accounts and User Account Groups topic
on WebHelp.
Other user Click to log on to WorkStation as another

Windows user or using a Building Operation
account. For more information, see the User
Accounts and User Account Groups topic
on WebHelp.
User name Type the user name.
Password Type the password.

384
22.2 Building Operation WorkStation Window
Continued
Domain Type the name of the domain that you want

to log on to. If you do not enter a domain,
you log on to the default domain. For more
information, see the Domains topic on
WebHelp.
Server Enter a server to log on to.
Remember me on this computer Select to save the entered information. The

information is automatically filled in the next
time you log on.
Log on Click to log on to WorkStation.
Click here to learn more about Click to open the WebHelp home page. For
Building Operation more information, see the WebHelp
Overview topic on WebHelp.

385
22.3 WorkStation Toolbar

Use the buttons on the WorkStation toolbar for easy access to commands you
use frequently.
Figure: WorkStation toolbar
Table: WorkStation Toolbar

Button Description
Log Off
Click to log off from WorkStation.
Workspace
Click to open the Workspace menu where
you can select a workspace. For more
information, see section 22.13 “List View” on
page 398.
Control Panel
Click to open the Control Panel where you
get access to some of the most used
administration functions in Building
Operation, such as alarms, domains, user
accounts, backup and archiving, and
engineering. For more information, see the
Control Panel View topic on WebHelp.
New
Click to open the New submenu where you
create new objects. For more information,
see section 22.16 “File Menu – New
Submenu” on page 402.
Open in New
Click to open the selected object in a new
window in the work area.
Save
Click to save changes.
Cut
Click to cut the selected objects. The objects
are placed on the clipboard.
Copy
Click to copy the selected objects. The
objects are placed on the clipboard.
Paste
Click to paste a copied or cut object.

386
Continued
Button Description
Delete
Click to open the Confirm delete dialog
box where you delete the selected object.
For more information, see the Confirm Delete
Dialog topic on WebHelp.
Cancel
Click to cancel the latest command.
Refresh
Click to refresh the selected object or
workspace.
Print
Click to print the selected object.
Help
Click to open Building Operation help.

387
22.4 Menu Bar
22.4 Menu Bar

Use the Menu bar to access the different file menus in WorkStation.
Figure: Menu bar
Table: Menu Bar

Component Decription
File Click to open the File menu, where you log

off from the system, import and export
information, print, and create new objects.
For more information, see section 22.15 “File
Menu ” on page 400.
Edit Click to open the Edit menu, where you edit

objects in the system. For more information,
see the Edit Menu topic on WebHelp.
View Click to open the View menu, where you

display or hide Workspace components. For
more information, see section 22.17 “View
Menu” on page 412.
Actions Click to open the Actions menu, where you

carry out commands for objects selected in
the System Tree pane or List View. For more
information, see the Actions Menu topic on
WebHelp.
Window Click to open the Window menu, where you

close or navigate between open windows.
“Window Menu” on page 416.
Tools Click to open the Tools menu, where you

open the Control Panel and the Options
dialog box. For more information, see the
Tools Menu topic on WebHelp.
Help Click to open the Help menu, where you

access the Building Operation help and view
information about the WorkStation version
number. For more information, see section
22.21 “Help Menu” on page 417.

388
22.5 Address Bar
22.5 Address Bar

Use the Address bar to browse the system. The Address bar is located at the top
of the Workspace.
Figure: The Address bar

The Address bar is the equivalent of the Address bar in Windows and can be used
for browsing the system.
Figure: The Adress bar
Table: The Adress bar filter

Button Description
Filter
Click to show non-presentaion objects. For
more information, see section 22.8 “System
Tree Pane” on page 392.

389
22.6 History Bar
22.6 History Bar

Use the History bar to go back and forward to views you have visited before.
Figure: The History bar
Table: The History bar

Button Description
Back
Click to go back to a view you have visited
before in the selected window.
Forward
Click to go forward to a view you have visited

390
22.7 Status Bar
22.7 Status Bar

Use the Status bar displays the following information. The Status bar is located at
the bottom of the Workspace.
Figure: The Status bar
User account Displays the account you are currently using.
Dmain Displays the domain you are logged on to.
Server Displays the server you are logged on to.

391
22.8 System Tree Pane

The System Tree pane displays the tree structure of the system, depending upon
user rights or configuration. In System Tree pane you can view and create, delete,
copy, rename, and move objects. The System Tree can be collapsed and/or
filtered.
Figure: System Tree pane in WorkStation
Filtering in the System Tree Pane

You can choose to show or hide the presentation objects using the filter in the
System Tree pane.
The following objects are categorized as presentation objects:
• Folders
• Graphics
• Panels
• Trend Log Lists
• Trend Charts
• Schedules
• Calendars
• Alarm viewers
• Event viewers
• Saved Searches
• Servers
• Remote Servers
• Networks
• Field Devices
• Reports

392
All other objects are non-presentation objects.

393
22.9 Watch Pane
22.9 Watch Pane

You can drag values to the Watch pane to monitor their values and properties.
Changes are immediately displayed in the Watch pane.
The list of values that you add to the Watch pane can be customized by adding or
removing property columns. You can also save lists of values and switch between
the lists.
Figure: Watch Pane

394
22.10 Watch Pane Menu
22.10 Watch Pane Menu

Use the Watch pane menu to manage the values in the list.
Figure: Watch pane menu
Table: Watch Pane Menu

Remove from Watch Window

Click to remove a selected value from the
Watch pane.
Properties
Click to display the Properties of a selected
object.
Show/Hide Group Box

Click to display the Show/Hide Group box to
group and sort objects. For more
information, see section 6.9 “Group and Sort
Objects” on page 79.
Save current settings

Click to save the current list of values.
Quick filter Enter a word or a character to filter on. For

more information, see section 6.12 “Quick
Filter ” on page 82.

395
22.11 Add/Remove Columns Dialog Box (Watch Pane)
22.11 Add/Remove Columns Dialog Box

(Watch Pane)
Use the Add/Remove Columns dialog box to add or remove columns from the
Watch pane.
Figure: Add/Remove Columns dialog box

396
22.12 Pane Menu
22.12 Pane Menu

Use the Pane menu to dock, float, or hide a pane. You find the Pane menu in the
upper right corner of the pane.
Figure: The Pane menu
Button Description
Down arrow
Click to float, dock, hide or autohide the
pane.
Pin
Click to autohide the pane.
Close
Click to close the pane.

397
22.13 List View
22.13 List View

You can use the List View to navigate the system. You can also rename, copy,
and paste objects in the List View. Using the Quick filter, you can easily filter objects
in the list.
The List View is displayed in the work area in WorkStation.
Figure: The List View of a folder

The List View reflects the content and properties of the selected object. Therefore,
the List View looks different and contains different tabs depending on the object.
Figure: The List View of a server object

You can group and sort the objects in the List View using the Group and sort
function. You can add or remove columns in the List View.

398
22.14 Add/Remove Columns Dialog Box (Search)
22.14 Add/Remove Columns Dialog Box

(Search)
Use the Add/Remove Columns dialog box to add or remove columns to the
Search View.
Figure: Add/Remove Columns dialog box

399
22.15 File Menu
22.15 File Menu

Use the File menu to log off from the system, import and export information, print,
and create new objects.
Figure: The File menu
Command Description
New Click to open the New submenu where you

create new objects. For more information,
see section 22.16 “File Menu – New
Submenu” on page 402.
Open Click to open an object.
Open in new window Click to open the selected object in a new

window in the work area.
Save Click to save changes.
Log Off Click to log off WorkStation. Your session

ends and you are sent to the Welcome
Window where you can log in to Building
Operation with the same or another user
account. For more information, see section
22.2 “Building Operation WorkStation
Window” on page 384.
Change Password Click to open the Change Password

dialog box where you change your
password. For more information, see the
Change Password Dialog Box topic on
WebHelp.

400
22.15 File Menu
Continued
Command Description
Export Click to open the Save As dialog box where

you export a solution to a file location on the
WorkStation file system.
The Export preview dialog box displays
when there are objects in the solution that
Building Operation cannot export from the
server. Use this dialog box to view multiple
objects that the system can and cannot
export from the server. For more information,
see the Export Preview Dialog Box topic on
WebHelp.
Import Click to open the Open dialog box where

you select a previously exported solution
that you want to import. After you select a
file, the Import dialog box displays.
The Import dialog box provides a summary
of information about the imported file and a
preview of the names and file structure of the
objects to be imported. For more
information, see the Import Dialog Box topic
on WebHelp.
LonWorks import Click to open the Import - LonWorks

submenu where you import resource files
(DRF kits) or device templates (XIF files).
Print Preview Click to preview a printout before printing.
Print Click to print the selected object.
Print Setup Click to adjust the print settings.
Properties Click to open the Properties dialog box

where you inspect or change properties for
the selected object. For more information,
see the General Properties – Basic Tab topic
on WebHelp.
Shortcut Properties Displays the Properties dialog box for the

currently selected shortcut.
Exit Click to quit WorkStation.

401
22.16 File Menu – New Submenu

Use the New submenu to create new objects.
Figure: File menu - New submenu
Command Description
Alarm Click to open the Create Object wizard

where you create an alarm. For more
information, see the Create Object Wizard –
Naming the Object Page topic on WebHelp.
An alarm monitors a variable and alerts you if
the monitored variable matches the
configured alarm conditions. For more
information, see the Alarm Overview topic on
WebHelp.
Assignment Click to open the Create Object wizard

where you create an assignment. For more
A triggered alarm can be automatically
assigned to a specific user or user group
that seems to be most suited to correct the
problem. For more information, see the
Automatic Assignment topic on WebHelp.
Application Click to open the Create Object wizard

where you create an application folder for a
hosted BACnet device. For more

402
Continued
Command Description
b3 device Click to open the Create Object wizard

where you create a b3 device on the MSTP
network. For more information, see the
Create Object Wizard – Naming the Object
Page topic on WebHelp.
b3 BACnet devices are a family of intelligent,
programmable, stand-alone devices that
provide Direct Digital Control of air handlers
and systems as well as individual terminal
units. For more information, see the b3
BACnet Device Overview topic on WebHelp.
BACnet device Click to open the Create Object wizard

where you create a BACnet device that is
hosted by the local server. For more
BACnet loop Click to open the Create Object wizard

where you create a BACnet loop that
represents a feedback control loop. For
more information, see the Create Object
Wizard – Naming the Object Page topic on
WebHelp.
You use a BACnet loop to create a feedback
system without manually creating or editing
Script code. For more information, see the
BACnet Objects topic on WebHelp.
BACnet network Click to open the Create Object wizard

where you create a BACnet network that is
not directly connected to the server. For
WebHelp.
You use a BACnet network when you want
to host a device that is on a network that is
not directly connected to the server. For
more information, see the BACnet Networks
topic on WebHelp.
BACnet notification Click to open the Create Object wizard

where you create a BACnet notification that
can be referenced by BACnet alarms and
objects configured for intrinsic alarming. For
WebHelp.
For more information, see the BACnet
Alarms topic on WebHelp.

403
Continued
Command Description
BACnet program Click to open the Create Object wizard

where you create a BACnet program and
upload the properties of a BACnet program
from a BACnet device into Building
Operation. For more information, see the
BACnet trend log Click to open the Create Object wizard

where you create a BACnet trend log that
monitors and records the trends of a
monitored property. For more information,
see the Create Object Wizard – Naming the
Object Page topic on WebHelp.
A BACnet trend log is a property monitor for
a specific object. When certain conditions
are reached, a log is produced with the
property value and a date/time stamp. For
more information, see the BACnet Objects
topic on WebHelp.
BBMD Click to open the Create Object wizard

where you create a BBMD when you want
BACnet broadcast messages to be
communicated throughout an IP network.
For more information, see the Create Object
WebHelp.
You create BBMDs on Ethernet-based
devices, such as Automation Servers, when
you want BACnet broadcast messages to
be communicated throughout an IP network.
BBMD BDT entry Click to open the Create Object wizard

where you create a BDT Entry for a BBMD.
WebHelp.
You create a BDT entry for to configure a
master table for a BBMD.
Device Click to open the Create Object wizard

where you create a device. For more
Document Click to open the Create Object wizard

where you create a document. For more
A document is a container in which you can
upload a file for use in Building Operation.
You can upload all types of files including
reports, forms, images, and video clips. For
more information, see the Documents

404
Continued
Command Description
Extended trend log Click to open the Create Object wizard

where you create an extended trend log. For
WebHelp.
An extended trend log is used to upload and
store log records from a trend log in a device
where space is limited. For more information,
see section 16.11 “Extended Trend Logs” on
page 278.
Folder Click to open the Create Object wizard

where you create a folder. For more
Function Block Click to open the Create Object wizard

where you create a Function Block program.
WebHelp.
For more information, see the Function Block
Editor Overview topic on WebHelp.
Graphic Click to open the Create Object wizard

where you create a graphic. For more
The created graphic is empty and has to be
edited. For more information, see the
Graphics Editor Overview topic on WebHelp.
Hyperlink Click to open the Create Object wizard

where you create a hyperlink. For more
Hyperlinks are used to acces web pages on
the Internet. For more information, see the
Hyperlinks topic on WebHelp.

405
Continued
Command Description
Interface Click to open the Create Object wizard

where you create an interface. For more
The created interface can be a BACnet
interface, LonWorks interface, MicroNet
network, or Modbus interface/network.
For more information, see the BACnet
Interface topic on WebHelp.
For more information, see the LonWorks
For more information, see the MicroNet
Network Protocols topic on WebHelp.
For more information, see the Modbus
For more information, see the Web Services
IP network Click to open the Create Object wizard

where you create an IP network. For more
LonWorks Network Opens the Create Object wizard, where

you create a LonWorks network. For more
MicroNet Click to open the Create Object wizard,

where you create any one of three MicroNet
network types. For more information, see the
MicroNet is a moderate-to-large scale
Building Management System. For more
information, see the MicroNet Network
Protocols topic on WebHelp.
MicroNet ARCNET Network Click to open the Create Object wizard,

where you create a MicroNet ARCNET
network. For more information, see the
An ARCNET network contains ARCNET
variant MicroNet devices. For more
information, see the ARCNET Networks
topic on WebHelp.

406
Continued
Command Description
MicroNet NCP Network Click to open the Create Object wizard,

where you create a MicroNet NCP network.
WebHelp.
An NCP network is the Satchwell Native
Communications Protocol proprietary
network, containing NCP variant MicroNet
devices. For more information, see the NCP
Networks topic on WebHelp.
MicroNet SNP Network Click to open the Create Object wizard,

where you create a MicroNet SNP network.
WebHelp.
An SNP network is the Satchwell SatchNet
Pro proprietary network, containing SNP
variant MicroNet devices. For more
information, see the SNP Networks topic on
WebHelp.
Modbus Device Click to open the Create Object wizard

where you create an external slave device on
a serial Modbus (master) network, or a new
serial device on a Modbus TCP gateway. For
WebHelp.
A Modbus device is any device that
conforms to the Modbus standard (for
example, a meter or a programmable logic
controller). For more information, see the
Modbus Devices topic on WebHelp.
Modbus Points Click to open the Create Object wizard

where you create a Modbus point within an
external device. For more information, see
the Create Object Wizard – Naming the
A Modbus point is an analog, digital or
multistate input (or output) at a Modbus
device. For more information, see the Point
and Value Types topic on WebHelp.
Modbus TCP Device Click to open the Create Object wizard

where you create a Modbus TCP device. For
WebHelp.
A Modbus TCP device is any Modbus device
on a Modbus TCP network. For more
information, see the Modbus Devices topic
on WebHelp.

407
Continued
Command Description
Modbus Register Group Click to open the Create Object wizard

where you create a Modbus register group
within a Modbus device. For more
A Modbus register group is a container
where Modbus registers can be polled as a
group by a Modbus polling device. For more
information, see the Modbus Register
Groups topic on WebHelp.
Modbus Value Click to open the Create Object wizard

where you create a Modbus value in a
Modbus interface. For more information, see
A Modbus value is an analog, digital or
multistate input (or output) at a Modbus
interface. For more information, see the
Point and Value Types topic on WebHelp.
MSTP network Click to open the Create Object wizard

where you create an MS/TP Network for
BACnet devices or b3 devices. For more
Building Operation supports BACnet IP
networks and MS/TP networks. For more
information, see the BACnet Networks topic
on WebHelp.
Network Variable Click to open the Create Object wizard

where you create a network variable. For
WebHelp.
Notification Click to open the Create Object wizard

where you create a notification. For more
User notifications are used for notifying users
or user groups that a certain alarm event has
occurred in the system. Notifications are
delivered to the users as e-mails or written to
files outside Building Operation. For more
information, see the Notifications topic on
WebHelp.

408
Continued
Command Description
Panel Click to open the Create Object wizard

where you create a panel. For more
A panel can consist of one or several panes
and one work area with viewable objects, for
example graphics, trend charts, reports, or
another panel. For more information, see the
Panel Components topic on WebHelp.
Point Click to open the Create Object wizard

where you create a BACnet input or output
point. For more information, see the Create
Object Wizard – Naming the Object Page
topic on WebHelp.
You can create BACnet points in a server
and in a hosted BACnet device. For more
information, see the BACnet Objects topic
on WebHelp.
Program Click to open the Create Object wizard

where you create a program. For more
For more information, see the Function Block
Editor Overview topic on WebHelp.
For more information, see the Script Editor
Workflow topic on WebHelp.
Report Click to open the Create Object wizard

where you create a report. For more
Click to create a report. For more
information, see the WebReports Overview
topic on WebHelp.
Schedule Click to open the Create Object wizard

where you create a schedule. For more
Schedules are used to determine when
essential events occur in a building
automation system. For more information,
see the Schedules Overview topic on
WebHelp.
Search Click to open the Create Object wizard

where you create a search. For more
Search is used for searching for objects and
properties of objects in Building Operation.
For more information, see the Search

409
Continued
Command Description
Server Click to open the Create Object wizard

where you create a server. For more
Shortcut Click to open the Create Object wizard

where you create a shortcut. For more
A shortcut is a link to a server, folder, or
other object and is simply a pointer to an
object which acts as if it is that object. For
more information, see the Shortcut Creation
topic on WebHelp.
User Account Click to open the Create Object wizard

where you create a user account. For more
A user account uniquely identifies a user to
the system. For more information, see the
User Accounts and User Account Groups
topic on WebHelp.
Domain Click to open the Create Object wizard

where you create a domain. For more
A domain contains of user accounts, user
account groups, software permissions,
workspaces and one or several Building
Operation servers. For more information, see
the Domains topic on WebHelp.
Text report Opens the Create Object wizard, where

you create a text report. For more
information, see the Creating a Text Report
topic on WebHelp.
Trend Click to open the Create Object wizard

where you create trend logs, trend log lists,
or trend charts. For more information, see
The function of a trend log is to log the
variable that it is connected to and store the
records. For more information, see the Trend

410
Continued
Command Description
Trend log Click to open the Create Object wizard

where you create a trend log. For more
The function of a trend log is to log the
variable that it is connected to and store the
records. For more information, see the Trend
User account group Click to open the Create Object wizard

where you create a user account group. For
WebHelp.
A user account group can contain both user
accounts and other user account groups.
For more information, see the User Accounts
and User Account Groups topic on
WebHelp.
Utility Click to open the Create Object wizard

where you create a utility. For more
The utilities Signal Gererator and Simple
Math Operator are used for testing the
system. For more information, see the
Utilities topic on WebHelp.
Value Click to open the Create Object wizard

where you create a value. For more
View Click to open the Create Object wizard

where you create an Event view or Alarm
view. For more information, see the Create
Object Wizard – Naming the Object Page
topic on WebHelp.
Views are used to display information in a
easy way. For more information, see the
Alarm Overview topic on WebHelp.
Workspace Click to open the Create Object wizard

where you create a workspace. For more
A workspace is a configured layout and
selection of components that display in
WorkStation. For more information, see the
Workspace Components and Customization
topic on WebHelp.

411
22.17 View Menu
22.17 View Menu

Use the View menu to display or hide Workspace components.
Figure: The View menu
Command Description
Forward Click to go forward to a view you have visited

Back Click to go back to a view you have visited

Workspaces Use the Workspaces submenu to switch to

another workspace. For more information,
see section 22.18 “View Menu –
Workspaces Submenu” on page 414.
Save workspace layout Click to save workspace layout changes you

have made to the workspace on the local
computer. For more information, see the
topic on WebHelp.
Toolbars Use the Toolbars submenu to hide or display

the menus in WorkStation. For more
information, see section 22.19 “View Menu –
Toolbars Submenu” on page 415.
Alarms Select to display the Alarms pane where you

handle alarms. For more information, see the
Alarm View Customization topic on
WebHelp.
Events Select to display the Events pane where you

inspect events. For more information, see
the Event View Customization topic on
WebHelp.
System Tree Select to display the System Tree where you

can see and work with all objects in your
system. For more information, see section
22.8 “System Tree Pane” on page 392.
Watch Select to display the Watch pane where you

monitor variables. For more information, see
section 22.9 “Watch Pane” on page 394.

412
22.17 View Menu
Continued
Command Description
Full screen Select to display the selected window in the

work area in full screen mode. For more
information, see section 5.3 “Using Full
Screen Mode” on page 64.

413
22.18 View Menu – Workspaces Submenu
22.18 View Menu – Workspaces Submenu

Use the Workspaces submenu to switch to another workspace.
Figure: Workspaces submenu
Table: Workspaces Submenu

Command Description
Administration Click to switch to the default Administration

workspace. For more information, see the
topic on WebHelp.
Engineering Click to switch to the default Engineering

workspace. For more information, see the
topic on WebHelp.

414
22.19 View Menu – Toolbars Submenu
22.19 View Menu – Toolbars Submenu

Use the Toolbars submenu to hide or display the Main menu and the various bars
in the Workspace.
Figure: Toolbars submenu
Command Description
Main menu Select to display the Main menu where you

get access to the File, Edit, View, Actions,
Window, Tools, and Help menus. For more
information, see section 22.4 “Menu Bar” on
page 388.
Basic toolbar Select to display the Basic toolbar where

you access the toolbar buttons. For more
information, see section 22.3 “WorkStation
Toolbar” on page 386.
Search bar Select to display the Search bar to perform

a simple search on objects and properties in
the system. For more information, see the
Search Toolbar topic on WebHelp.
History bar Select to display the History bar to go back

and forward to views you have visited
before. For more information, see section
22.6 “History Bar” on page 390.
Address bar Select to display the Address bar to

browse the system. For more information,
see section 22.5 “Address Bar” on page
389.
Status bar Select to display the Status bar to display

the user account, domain, and server. For
more information, see section 22.7 “Status
Bar” on page 391.

415
22.20 Window Menu
22.20 Window Menu

Use the Window menu to navigate between open windows.
Figure: The Window menu
Command Description
Close window Click to close the selected window.
Close all windows Click to close all window.
Active windows List all active windows.

416
22.21 Help Menu
22.21 Help Menu

Use the Help menu to access Help and to display information about the
WorkStation version number.
Figure: The Help Menu
Command Description
Help Click to open Building Operation help.
Building Operation help (online Click to open WebHelp. You must be

version) connected to Internet to access WebHelp.
“WorkStation Help” on page 99.
Building Operation guide (PDF Click to access System Reference Guide, a

version)e PDF file that is supplied with WorkStation.
“WorkStation Help” on page 99.
Help Settings Click to open the Help Settings submenu.

“Help Menu – Help Settings Submenu” on
page 418.
About WorkStation Click to display the name and version

number for WorkStation.

417
22.22 Help Menu – Help Settings Submenu
22.22 Help Menu – Help Settings Submenu

Use the Help Settings submenu to select the help you want to use.
Figure: Help Settings submenu
Table: Help Settings Submenu

Command Description
Automatic Click to make WorkStation check if you are

connected to the Internet. If you are
connected, WebHelp opens. If you are not
connected, the System Reference Guide
opens.
Building Operation help Click to always open WebHelp. If you are not
connected to the Internet, you get an error
message.
Building Operation guide Click to always open the System Reference

Guide, regardless of whether you are
connected to the Internet or not.

418
22.23 Changing Value Dialog Box
22.23 Changing Value Dialog Box

Use the Changing Value dialog box to change or force a value using a graphic.
Figure: Changing value dialog box
Table: Changing Value Dialog Box

Value Click to change, force or release a value.

419
22.24 Configure Dialog Box – Operation Tab
22.24 Configure Dialog Box – Operation Tab

Use the Operation tab to force and release values and to check the unforced
value.
Figure: The Operation tab displaying both the forced and unforced value
Value Enter the value that you want to use to

override the value of the property. For more
information, see section 7.7 “Forced Values”
on page 93.
Force value Click Force value to force a value. For

more information, see section 7.7 “Forced
Values” on page 93.
Unforced Value Displays the actual value that the point

would have if the value had not been forced.
“Forced Values” on page 93.

420
22.25 Force and Release Buttons
22.25 Force and Release Buttons

Use the Force and Release buttons to force and release a value.
Table: Force and Release Buttons

Button Description
Force value
Displays a non-forced value. Click to force
the value.
Forced
Displays a forced value. Click to release the
value.

421
22.26 Alarms Pane and Alarm View
22.26 Alarms Pane and Alarm View

Use the Alarms pane and Alarm View to survey and manage alarms.
Figure: Alarms pane
Table: Alarms Pane and Alarm View

Number Description
Use the toolbar to acknowledge, hide, show

and comment alarms. For more information,
see section 22.27 “Alarms Pane and Alarm
View Toolbar” on page 423.
Use the columns to sort, show, and hide

information about the triggered alarms. For
more information, see the Add/Remove
Columns Dialog Box topic on WebHelp.
Use the list to get information about a

triggered alarm and its current status. For
more information, see the Alarms Pane and
Alarm View Icons topic on WebHelp.

422
22.27 Alarms Pane and Alarm View Toolbar

Use the Alarms pane and Alarm View toolbar to manage the alarms.
Table: Alarms Pane and Alarm View Toolbar

Button Description
Acknowledge
Click to acknowledge alarm state or reset
state.
For more information, see section 9.4 “Alarm
Acknowledgement ” on page 110.
Enable alarm
Click to enable the alarm. If the alarm state
changed, for example, from alarm state to
normal state during the time the alarm was
disabled, the alarm is given the new state
once it is enabled.
“Disable and Enable Alarms” on page 151.
Disable alarm
Click to disable the alarm. The alarm is
inactivated and cannot be acknowledged or
reset until it is enabled.
Unhide alarm
Click to show the alarm.
For more information, see section 12.2 “Hide
and Show Alarms” on page 148.
Hide alarm
Click to hide the alarm in the Alarms pane or
Alarm View. The alarm is still logged in the
Event log.
Add comment
Click to add a comment to the alarm.
“Alarm Comments” on page 124.
Add cause note

Click to add a cause note to the alarm.
“Cause Notes” on page 127.

423
Continued
Button Description
Add action note

Click to add an action note to the alarm.
“Action Notes” on page 130.
Checklist
Click to view the checklist for the alarm.
“Checklists” on page 133.
Show disabled alarms

Click to toggle between showing and hiding
disabled alarms.
Show hidden alarms

Click to toggle between hiding alarms and
showing hidden alarms.
Show alarm
Click to open the settings of the alarm in the
Work Area.

Click to save the settings.
Group box
Alarm filter
Click to select the conditions for the alarm
display in the Alarms pane. For more
information, see the Alarm Filter Conditions
topic on WebHelp.
Detail view
Use the Detail view button to display detailed
information about all properties of a selected
event, in an added view. For more
information, see section 22.35 “Alarm and
Event Details View ” on page 434.
“Alarm and Event Details ” on page 140.

424
22.28 Add Comment Dialog Box
22.28 Add Comment Dialog Box

Use the Add comment dialog box to add a comment to an alarm.
Figure: Add comment dialog box

425
22.29 Cause Notes Dialog Box
22.29 Cause Notes Dialog Box

Use the Cause notes dialog box to add a cause note to an alarm.
Figure: Cause notes dialog box

426
22.30 Action Notes Dialog Box
22.30 Action Notes Dialog Box

Use the Action notes dialog box to add an action note to an alarm.
Figure: Action notes dialog box

427
22.31 Checklist Dialog Box
22.31 Checklist Dialog Box

Use the Checklist dialog box to add a checklist to an alarm.
Figure: Checklist dialog box

428
22.32 Assign Dialog Box
22.32 Assign Dialog Box

Use the Assign dialog box to assign an alarm to a user or a user group.
Figure: Select User or Group dialog box
Table: Select User or Group Dialog Box

User or group Enter the user or user group you want to

assign the alarm to.
Amount of time until automatically Select to automatically reject after a

rejected predefined time.

429
22.33 Alarms Pane Shortcut Menu

Use the Alarms pane shortcut menu to manage the alarms in the Alarms pane.
Figure: Akarns pane shortcut menu
Table: Alarms Pane Shortcut Menu

Command Description
Acknowledge Click to acknowledge the alarm state or

reset state.
Acknowledgement ” on page 110.
Enable alarm Click to enable the alarm. If the alarm state

changed, for example from alarm state to
normal state during the time the alarm was
disabled, the alarm is given the new state
once it is enabled.
Disable alarm Click to disable the alarm. The alarm is

disabled and cannot be acknowledged or
reset until it is enabled.
Recheck Click to update the current alarm state.
Unhide alarm Click to show the alarm.


430
Continued
Command Description
Hide alarm Click to hide the alarm from the Alarms

pane. The alarm is still logged in the event
log.
Enable state-change logging Click to start logging an event each time the
alarm is changing its state.
“Alarm State-change Logging ” on page
157.
Disable state-change logging Click to stop logging an event every time the
alarm is changing its state.
“Alarm State-change Logging ” on page
157.
Self-assign Click to assign the alarm to yourself.

Assignment” on page 112.
Assign Click to assign the alarm to another user.

Reject Click to reject the alarm.

Accept Click to accept the alarm.

Release Click to release an alarm that is assigned to

you.
Add comment Click to add a comment to the alarm.

“Alarm Comments” on page 124.
Add cause note Click to add a cause note to the alarm.

“Cause Notes” on page 127.
Add action note Click to add an action note to the alarm.

“Action Notes” on page 130.

431
Continued
Command Description
Checklist Click to view the checklist of the alarm.

“Checklists” on page 133.
Turn off visual and audible alert Click to turn off visual and audible alert.
Attachments Click to open the file or document that is

attached to the alarm.
“Alarm Attachment” on page 119.
Show alarm Click to open the settings of the alarm in the

Work area.
View history Click to view the history of an alarm in the

work area.
Alarm view settings Click to open the alarm view settings

submenu in WorkStation.
View Events Click to open the Event View in WebStation.

For more information, see the Events Pane
and Event View topic on WebHelp.
Alarm details Click to open the Alarm details dialog box

in WebStation.
For more information, see the Alarm Details
Dialog Box topic on WebHelp.

432
22.34 Alarms Pane Shortcut Menu - Alarm View Settings Submenu
22.34 Alarms Pane Shortcut Menu - Alarm

View Settings Submenu
Use the Alarm View Settings submenu to change the way alarms are presented.
Figure: Alarm view settings submenu
Table: Alarm View Settings Submenu

Command Description
Display alarm view Displays an Alarm View in a new window

when an alarm is triggered. For more
information, see the Displaying Alarm View
on an Alarm topic on WebHelp.
Edit alarm filter Click to open the Select Conditions dialog

box, where you sort out the information in an
Alarms pane. For more information, see the
Select Conditions Dialog Box – Alarm Filter
Properties topic on WebHelp.
Add/Remove columns Click to open the Add/Remove columns

dialog box to add or remove columns from
the Alarms pane. For more information, see
the Add/Remove Columns Dialog Box topic
on WebHelp.
Recheck all Refreshes the information in the Alarms pane

for all alarms. For more information, see
section 9.1 “How Alarms Work” on page
105.
Properties Click to open the Alarm View properties

dialog box to view and edit the properties of
the Alarm pane and Alarm View. For more
information, see the Alarm View Properties
topic on WebHelp.
Alarm state sort order Click to open the Alarm state sort order
dialog box to determine how alarms will be
sorted when the column State is used for
sorting the alarms in the Alarms pane. For
more information, see section 6.8
“Determining the Alarm State Sort Order” on
page 78.
Detailed view Opens a detailed view for the selected alarm.

“Alarm and Event Details View ” on page
434.

433
22.35 Alarm and Event Details View
22.35 Alarm and Event Details View

Use the Detail view to view all properties of a selected alarm or event.
Figure: Detail view (here in the Alarms pane)
Table: Alarm Details View


Change orientation of the panel

Select the orientation of the Detail view that
you want to use. For more information, see
section 11.4 “Changing the Detail View
Orientation” on page 143.
Increase font size

Click to increase the font size of the view.
Decrease font size

Click to decrease the font size of the view.
Property Displays all possible columns of the selected

alarm or event.
Value Displays the value.

434
22.36 Events Pane and Event View
22.36 Events Pane and Event View

Use the Events pane and Event Views to view system or individual point events.
Figure: Events pane with details view
Table: Events Pane and Event View

Number Description
Use the Events pane and Event View toolbar

to stop or resume showing new events. For
more information, see section 22.37 “Events
Pane and Event View Toolbar” on page 436.
Use the Events pane and Event View

columns to sort, hide, or show information
about the events. For more information, see
on WebHelp.
Use the Detail view to display all information

about a selected event.

435
22.37 Events Pane and Event View Toolbar
22.37 Events Pane and Event View Toolbar

Use the Events pane and Event View toolbar to manage the events.
Table: Events Pane and Event View Toolbar

Button Description
Pause
Click to stop showing new events in the
Events pane and Event View.
Resume
Click to start showing new events in the
Events pane and Event View.
Group box

Click to save the settings.
Detail view
Use the Detail view button to display detailed
information about all properties of a selected
event, in an added view. For more
information, see section 22.35 “Alarm and
Event Details View ” on page 434.

436
22.38 Object Specific Event View
22.38 Object Specific Event View

Use the Object Specific Events view to view all events that are related to a
specific object.
Figure: Object Specific Events view
Table: Object Specific Events View

Number Description
Use the Object Specific Events View toolbar

to administer which events to display. For
more information, see section 22.39 “Object
Specific Event View Toolbar” on page 438.
Use the Object Specific Events View

columns to sort, hide, or show information
about the events. For more information, see
on WebHelp.

437
22.39 Object Specific Event View Toolbar
22.39 Object Specific Event View Toolbar

Use the Object Specific Event View toolbar to manage how to display events.
Table: Object Specific Event View Toolbar

Object Description
Group box
Show Events Select the time span or the number of events

to display.
Refresh
Click to refresh the event list with the latest
events.


438
22.40 Trend Chart View

Use the Trend Chart view to graphically display trend log records and events.
Figure: Trend chart view
Table: Trend Chart View

Number Description
Use the trend chart toolbar to adjust the

visible trend chart area. For more
information, see section 22.41 “Trend Chart
Toolbar” on page 441.
Use the Series tab shortcut menu to

manage the appearance of a trend log
series. For more information, see the Series
Tab Shortcut Menu topic on WebHelp.
Use the trend log event icons to get

information about a specific record. For
more information, see section 22.42 “Trend
Chart Event Icons” on page 443.

439
Continued
Number Description
Use the navigation bar to horizontally adjust

the visible trend chart area. For more
information, see section 22.43 “Trend Chart
Navigation Bar” on page 445.

440
22.41 Trend Chart Toolbar

Use the Trend Chart toolbar to manage the trend chart and its series.
Table: Trend Chart Toolbar

Button Description
Reset zoom
Click to reset the trend chart to its original
size in the database.
Pointer
Click to point to log records in the trend
chart or to scroll vertically with the mouse
wheel.
Scroll trend chart vertical

Click to activate vertical scroll. Drag the chart
area upwards or downwards to scroll the y-
axis vertically.
Zoom in
Click to increase the scale of the trend chart
or drag to magnify an area in the trend chart.
Zoom out
Click to decrease the scale of the trend
chart.
Show one hour

Click to set the scale of the x-axis to one
hour.
Show one day

day.
Show one week

week.
Show one month

month.
Show one year

year.
Show nearest information on every

series
Click to show values of every trend chart
series at a specific time.

441
Continued
Button Description
Open trend chart settings

Opens the Trend chart settings dialog
box for the trend chart where you can
configure the trend chart series, axes, and
calculations.
For more information, see the Trend Chart
Settings Dialog Box – Axes Tab topic on
WebHelp.
For more information, see the Trend Chart
Settings Dialog Box – Axis Tab topic on
WebHelp.

Click to save the settings you have done in
the trend chart in WebStation.

442
22.42 Trend Chart Event Icons

Use the Trend Chart event icons to get information on different trend log events.
Table: Trend chart event icons

Icon Description
Log was started

Indicates that the trend log started recording
values.
Log was stopped

Indicates that the trend log stopped
recording values.
The log is not configured

Indicates that the trend log is not correctly
configured or preferences are missing, so
the trend log cannot start recording values.
A log value was missed

Indicates that one or more records were
missed due to interrupted communication,
hardware failure, or software failure.
The log configuration was updated

Indicates that the settings of the trend log
were updated. The change is described in
the ToolTip of the event.
Record was added

Indicates that a record was manually added.
The new value is described in the event
ToolTip.
Record was edited

Indicates that a record was manually edited.
The change is described in the ToolTip of the
event.
Record was added and commented

Indicates that a record was manually added
and commented. The new value and
comment are described in the ToolTip of the
event.
Record was edited and commented

Indicates that a record was manually edited
and commented. The changes are
described in the ToolTip of the event.

443
Continued
Icon Description
Record was commented

Indicates that a record was commented. The
comment is shown in the ToolTip of the
event.
Log was cleared

Indicates that a trend log was cleared.
Meter was changed

Indicates that the meter was changed or that
the settings were configured. This icon only
applies to the meter trend log.
Values exist outside the viewable area

Indicates that values exist before the values
displayed in the trend chart area.
Values exist outside the viewable area

Indicates that values exist after the values
displayed in the trend chart area.
Null value was logged

Indicates that a Null value was logged.
System clock changed

Indicates the system date and time of the
server where the trend log is located has
been changed. For more information, see
the Time and Time Zone topic on WebHelp.
Override
Indicates that the recorded value is
overridden by the hardware and is not the
measured value. For more information, see
the Output Override Status topic on
WebHelp.
Forced
Indicates that the recorded value is forced by
the software and is not the measured value.
For more information, see the Forced I/O
Values topic on WebHelp.
Log database restored

Indicates that the log database has been
restored and that, when the log restarts,
there can be a time gap in the log series.
Log reset by extended log

Indicates that the log has been cleared by
the extended trend log due to a log
database restore.

444
22.43 Trend Chart Navigation Bar
22.43 Trend Chart Navigation Bar

Use the Trend Chart navigation bar to horizontally scroll the trend chart.
Table: Trend Chart Navigation Bar

Log start
Click to scroll back to the first value of the
trend chart in WorkStation.
Fast backward
Click to scroll fast backward.
Backward
Click to scroll back.
Live update Select to have the trend chart automatically

adjust itself according to the latest trend log
record in WorkStation.
Auto scroll
Click to have the trend chart automatically
adjust itself according to the latest trend log
record in WebStation.
Forward
Click to scroll forward.
Fast forward
Click to scroll fast forward.
Current time
Click to scroll forward to the latest value of
the trend chart in WorkStation.

445
22.44 Schedule Editor – Basic View
22.44 Schedule Editor – Basic View

Use the Basic view to create weekly and exception events for a schedule.
Figure: Basic Schedule Editor
Table: Basic Schedule Editor

Number Description
Calendar view
Displays the calendar with exception events in blue.
Schedule Events toggle

Displays either the combined (Weekly and Exception) events view or Weekly
events view.
Basic View toolbar

Displays the toolbar to manage schedules.
Event grid
Displays weekly and exception events in Graphic view.

446
22.45 Basic Schedule Editor Toolbar
22.45 Basic Schedule Editor Toolbar

Use the Basic Schedule Editor toolbar to manage schedules.
Button Description
New schedule event

Click to create a new schedule event.
Edit schedule events

Click to edit a selected event.
Delete
Click to delete events in the schedule.
View all schedule events

Click to display weekly and exception events
for the selected week.
View weekly schedule events

Click to display weekly events.

447
22.46 Edit Exception Dialog Box
22.46 Edit Exception Dialog Box

Use the Edit Exception dialog box to add or edit an exception event in the
Advanced Schedule Editor.
Figure: Edit Exception dialog box
Table: Edit Exception Dialog Box

Exception name Type a name for the exception event.
Exception priority Select a priority for the exception event. Valid

values are from 1-16, 1 being the highest
priority.
Period type Select a time category to associate with the

schedule event.
Period object Enter the event associated with the period

type.

448
22.47 Schedule Properties – Basic Tab

Use the Basic tab to display general and status information about the schedule. On
this tab, you can reference a lead schedule so you can reuse the events configured
in the lead schedule in several shadow schedules.
Figure: Basic tab
Table: Basic Tab

Value Select the value associated with the event.
Previous transition time Displays the date and time the value most
recently changed.
Time since previous transition (min) Displays the amount of time in minutes that
has elapsed since the value last changed,
rounded to the next minute.
Next transition value Displays what the Value property will be

when it next changes.
Next transition time Displays the date and time the value will
change.

449
Continued
Time to next transition (min) Displays the amount of time in minutes

before the value changes.
Following transition value Displays the subsequent value following the

next transition value.
Following transition time Displays the subsequent date and time

following the next transition time.
Time to following transition (min) Displays the amount of time in minutes

before the value changes to the following
transition value.
Remove past events Select True to enable the system to

automatically purge obsolete schedule
events.
Effective period Enter the range of time a schedule is in

service.
Default value Select the value of the schedule when there

are no events in effect.
Lead object Select a lead schedule to reference.

450
22.48 Schedule Event Properties Dialog Box – Weekly View
22.48 Schedule Event Properties Dialog Box –

Weekly View
Use the Weekly View in the Schedule Event Properties dialog box in the
Basic Schedule Editor to create a new weekly event for an existing schedule.
Figure: Schedule Event Properties dialog box - weekly view
Table: Schedule Event Properties Dialog Box – Weekly View

Event type Click Weekly to select a weekly event type.

451
22.48 Schedule Event Properties Dialog Box – Weekly View
Continued
Days of week Select the days of the week that apply to this
schedule.
All day Select All Day for an all day event.
Add Entry Click to add a line to the Times and values

box.
Delete Entry Click to delete an entry from the Times and

values box.

452

Single Date Exception View
Use the Single Date Exception view in the Schedule Event Properties
dialog box to schedule a single date exception.
Figure: Schedule Event Properties dialog box - Single date exception view
Table: Schedule Event Properties Dialog Box – Single Date Exception View

types.

453
Continued
Exception type Select Single date for the exception type to

apply to the schedule.

box.

values box.
Name Type a name for the exception event.
Priority Select a priority number between 1 (highest

priority) and 16 (lowest priority).

valid entry.

Odd month, Even month, Any month.
Day of month Select a value for the day of the month. You
can use Any Day and Last Day as valid
entries.
Day of week Select a day of the week. Setting the value to

Any Day ensures consistency with the rest
of the date specification, this is the

454

Date Range Exception View
Use the Date Range Exception view in the Schedule Event Properties
dialog box to schedule a date range exception.
Figure: Schedule Event Properties dialog box - Date range exception view
Table: Schedule Event Properties Dialog Box – Date Range Exception View

types.

455
Continued
Exception type Select Date range as an exception type to


box.

values box.


valid entry.

entries.


456
22.51 Schedule Event Properties Dialog Box – Calculated Exception View

Calculated Exception View
Use the Calculated Exception view in the Schedule Event Properties dialog
box to schedule recurring exceptions.
Figure: Schedule Event Properties dialog box - Calculated exception view
Table: Schedule Event Properties Dialog Box – Calculated Exception View


types.

457
22.51 Schedule Event Properties Dialog Box – Calculated Exception View
Continued
Exception type Select Calculated for an exception type to


Year Displays Any Year which is the default for

the calculated exception view.

Week of month Select a week of the month for the exception

event or First week, Second week,
Third week, Fourth week, Last week,
Any week.


458

Calendar Reference View
Use the Calendar Reference view in the Schedule Event Properties dialog
box to reference a calendar to apply to your schedule.
Figure: Schedule Event Properties dialog box - Calendar reference view
Table: Schedule Event Properties Dialog Box – Calendar Reference View


types.

459
Continued
Exception type Select Calendar to initiate a calendar

reference.

Calendar Select a calendar to reference.

460
22.53 Calendar Editor View
22.53 Calendar Editor View

Use the Calendar Editor view to manage the calendar events for the calendar.
Figure: Calendar Editor view
Table: Calendar Editor View

Number Description
Click to expand the list of calendar events

that are included in the calendar. For more
information, see section 19.3 “Calendar
Events” on page 350.
Use the Calendar Editor toolbar to add and

delete calendar events. For more
Editor Toolbar” on page 462.
Select the year you want the calendar to

display.
Click to scroll the calendar one month at the

time.
Displays the calendar for the selected

twelve-month period with the dates for the
calendar events shown in blue. For more
Editor Overview” on page 349.

461
22.54 Calendar Editor Toolbar
22.54 Calendar Editor Toolbar

Use the Calendar Editor toolbar to manage calendars.
Table: Calendar Editor Toolbar

Button Description
Add Date
Click to add an event that occurs on a single
day. For more information, see section 22.55
“Edit Calendar Entry Dialog Box – Add Date”
on page 463.
Add Date Range

Click to add an event that contains a date
range. For more information, see section
22.56 “Edit Calendar Entry Dialog Box –
Date Range ” on page 464.
Add Calculated Date

Click to add an event that recurs on a regular
basis. For more information, see section
22.57 “Edit Calendar Entry Dialog Box –
Calculated Date ” on page 466.
Delete
Click to delete events in the schedule.

462
22.55 Edit Calendar Entry Dialog Box – Add Date
22.55 Edit Calendar Entry Dialog Box – Add

Date
Use the Edit Calendar Entry dialog box to configure a calendar entry for a single
date exception event.
Figure: Edit Calendar Entry dialog box - add date
Table: Edit Calendar Entry Dialog Box – Add Date

Entry name Type an entry name for the calendar entry.
Year Select a Year for the date calendar entry.

You can also use Any Year as a valid entry.

entries.


463
22.56 Edit Calendar Entry Dialog Box – Date Range
22.56 Edit Calendar Entry Dialog Box – Date

Range
Use the Edit Calendar Entry dialog box to configure a date range calendar entry
for an exception event.
Figure: Edit Calendar Entry dialog box - date range
Table: Edit Calendar Entry Dialog Box – Date Range

Start year Select a year. You can use Any year as a

valid entry.
Start month Select a month for the exception event or

entries.


valid entry.

464
22.56 Edit Calendar Entry Dialog Box – Date Range
Continued


465
22.57 Edit Calendar Entry Dialog Box – Calculated Date
22.57 Edit Calendar Entry Dialog Box –

Calculated Date
Use the Edit Calendar Entry dialog box to create a calendar entry for a recurring
exception event.
Figure: Edit Calendar Entry dialog box - calculated date
Table: Edit Calendar Entry Dialog Box – Calculated Date


Week of month Select a week of the month for the exception

event or First week, Second week,
Third week, Fourth week, Last week,
Any week.


466
22.58 Graphics Toolbar
22.58 Graphics Toolbar

Use the Graphics toolbar to navigate, zoom, and print a graphic.
Table: Graphics Toolbar

Button Description
Reset Zoom
Click to restore the graphic to its original
size.
Navigate
Click to activate the pointer in the graphic.
Use the pointer to change values, change
the status of a digital value, or open links and
attachments.
Scroll
Click to move the graphic vertically or
horizontally.
Zoom In
Click to increase the scale of the graphic.
Zoom Out
Click to decrease the scale of the graphic.
Print
Click to print a graphic.
Print Setup
Click to open the Print setup dialog box.
Print Preview
Click to preview a printout of a graphic.

467
22.59 Commit Page
22.59 Commit Page

The Commit Page displays the progress indication.
Figure: Commit page
Table: Commit Page

[Progress bar] Displays the progress indication.

468
Schneider Electric | Buildings Division
www.schneider-electric.com/buildings
© 2013 Schneider Electric. All rights reserved.
04-14007-01-en
July 2013

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StruxureWare Building Operation

2 Additional Information .................................................. 23

04-14007-01-en, July 2013 WorkStation

4 Workspaces Work Area ............................................... 45

5 Modifying the Work Area Layout ................................... 59

6 Filtering and Grouping .................................................. 69

WorkStation 04-14007-01-en, July 2013

8 Help Functions ............................................................. 97

9 Alarms ....................................................................... 103

10 Alarm User Actions ................................................... 121

04-14007-01-en, July 2013 WorkStation

11 Events ...................................................................... 137

12 Hide and Disable Alarms ............................................ 145

13 Alarms State-Change Logging ................................... 155

14 Trend Charts .............................................................. 161

WorkStation 04-14007-01-en, July 2013

04-14007-01-en, July 2013 WorkStation

15 Trend Log Lists ......................................................... 229

16 Trend Logs ................................................................ 251

WorkStation 04-14007-01-en, July 2013

17 Schedules .................................................................. 285

04-14007-01-en, July 2013 WorkStation

18 Schedules Exception Events ...................................... 319

19 Schedules Calendars ................................................. 345

20 Graphics .................................................................... 365

WorkStation 04-14007-01-en, July 2013

21 Documents ................................................................ 373

22 Workstation User Interface ......................................... 377

04-14007-01-en, July 2013 WorkStation

WorkStation 04-14007-01-en, July 2013

The Introduction part contains information on the purpose

1.1 Purpose of This Guide

04-14007-01-en, July 2013 WorkStation

1.2 How This Guide is Organized

WorkStation 04-14007-01-en, July 2013

1.3 Typographical Conventions

04-14007-01-en, July 2013 WorkStation

2.1 Where to Find Additional Information

04-14007-01-en, July 2013 WorkStation

2.2 Regulatory Notices

WEEE - Directive of the European Union (EU)

CE - Compliance to European Union (EU)

C-Tick (Australian Communications Authority (ACA))

Federal Communications Commission

WorkStation 04-14007-01-en, July 2013

The Reference part contains conceptual information,

3.1 WorkStation Overview

3.1.1 Log on to WorkStation

3.1.2 User Experience

3.1.4 Basic Functions

3.1.5 Handle Values

04-14007-01-en, July 2013 WorkStation

3.1.6 How Alarms Work

3.1.7 How Events Work

3.1.8 How Schedules Work

3.1.9 How Trend Logs Work

3.1.10 How Graphics Work

3.1.11 How Documents Work

WorkStation 04-14007-01-en, July 2013