IPKeys Technologies LLC: Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide IPKeys EISSBox is an OpenADR 2.0a-compliant end point that is capable of receiving demand response (DR) and pricing signals. This document is a guide on how to setup, install, and trouble shoot the EISSBox. Prepared by: IPKeys Technologies LLC 12 Christopher Way, Suite 301 Eatontown, NJ 07724 (732) 389-8112 www.ipkeys.com August 22, 2014 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide Table of Contents Table of Contents ...................................................................................................................................... 2 1. Revision History ................................................................................................................................. 2 2. Copyright Notice ................................................................................................................................ 2 3. EISSBox Exterior ............................................................................................................................... 3 4. EISSBox Interior ................................................................................................................................ 3 5. Location for your EISSBox ............................................................................................................... 4 6. EISSBox Installation ......................................................................................................................... 4 Mounting the EISSBox ............................................................................................................................. 4 Connecting the EISSBox to Relays ............................................................................................................ 4 Powering up your EISSBox ....................................................................................................................... 5 7. Troubleshooting after Initial Installation ......................................................................................... 6 9. EISSBox Administration ................................................................................................................... 7 9.1 Installing the Phidget Desktop Application .................................................................................... 7 9.2 Accessing the EISSBox .................................................................................................................... 8 9.3 PhidgetSBC Configuration .............................................................................................................. 9 oadr.properties ................................................................................................................................ 12 1. Revision History Name Date J. Boch 08/22/2014 Reason For Changes Initial Draft Version 1.0 2. Copyright Notice Copyright © 2014 IPKeys Technologies, LLC. All rights reserved. EISS™ is a trademark of IPKeys. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. Page 2 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide 3. EISSBox Exterior IPKeys manufacturers many kinds of EISSBoxes. They come in a variety of enclosures and circuit boards. The actual device you have may not match the version shown in the pictures. The EISSBox assembly consists of an enclosure, a computer, and relays. As shown below in Figure 1, the EISSBox may also contain indicator lights or buttons on the external enclosure. The enclosure is held shut with screws. To open the EISSBox, loosen the screws and remove the cover. Figure 1. The exterior of the EISSBox 4. EISSBox Interior There are several components that make up the EISSBox interior. These components include the main circuit board, shown in Figure 2, and relays. The relays are where the output signals originate and can be wired with normally open or closed conditions. Connecting the EISSBox to relays to external hardware will be discussed in further detail later in this document. Page 3 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide Figure 2. The interior of the EISSBox consists of the main board and relays. 5. Location for your EISSBox The EISSBox is used for controlling loads. Typically, the EISSBox should be mounted in a dry location near the loads to be controlled. The maximum recommended distance from the EISSBox to the load is 100 feet. Wet locations require a different waterproof enclosure (not shown) for the EISSBox. In addition, a 120V AC receptacle must be located within four (4) feet of the EISSBox, as well as a wired Ethernet connection unless the cellular option has been included. 6. EISSBox Installation Mounting the EISSBox When mounting the EISSBox, orient the box vertically. This position will keep all external wiring below the box and minimize the potential of contamination from condensation or dust. To mount the EISSBox, it is best to use self tapping screws suitable to the surface to which the EISSBox will be mounted. Sheet metal screws are usually best for metal surfaces and drywall screws for wood or drywall surfaces. For secure fastening, insert screws in the upper and lower holes in the box. Once the box has been mounted, proceed to connecting the EISSBox to loads. Connecting the EISSBox to Relays Relays are included in the standard EISSBox to allow external equipment to receive automated demand response signals. These relays can be used either for direct control or to signal other devices. When used for direct control applications, EISSBox relays are rated up to 250VAC, 5A (120VAC, 10A) resistive load. If higher powered loads are to be controlled, the use of a contactor or motor controller is recommended. These relays are suitable for simple lighting contactors and small resistive loads only. Using these relays to drive large current devices or highly inductive loads will cause premature failure. EISSBoxes have two (2) relays standard but can be optionally equipped with up to four (4). Page 4 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide Figure 3. The relay board is where external hardware will be connected. If used for signaling, these relays can be configured to provide either 5VDC or 12VDC directly from the circuit board. This capability would be used to signal devices like building controllers as to when it is time to shed load. There are 5V supply terminals located on the top of the left and right side terminal blocks; 12V is available right next to the power cord (See Figure 3.) Use a volt meter to verify correct polarity. These relays can be wired in a normally open or closed state. Depending on the choice of wiring, either state can indicate when a demand response event has occurred. For example, if the box is wired to be normally open, then it is in demand response when it is closed and vise versa. The relay on the right marked Relay 0 in Figure 3 corresponds to the first asset. As stated above, for meter name and number, note which device is connected to each relay for later configuration at the server. The standard EISSBox comes with two relays as shown. However up to four relays and as few as zero relays may be present in an actual unit, depending on the EISSBox configuration ordered for a specific site. Powering up your EISSBox Once mounted and wired to your meters and loads, it is time to power up the EISSBox. Plug in the supplied wall mounted power supply and the Ethernet cable into a network that allows IP addresses to be assigned via DHCP. The EISSBox uses a request / response method called “Poll” to contact the EISS™ server to get its configuration parameters and OpenADR 2.0 information. This method is commonly used by end point devices because it often does not require any modification to the customer network or firewall. Page 5 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide There are three LED lights on the circuit board that can be used to determine the EISSBox’ operational state. The red and green lights, shown below in Figure 4, on the right side will light when power is applied. The red light indicates that there is power. After a few moments the green light should light up to indicated the EISSBox’ internal single board computer has booted successfully. The small LED light located next to the Ethernet cable will then begin flashing green, indicating network traffic and a successful connection to the network. Figure 4. This figure shows the location of the LED lights, which signal when the EISSBox is powered, booted, and connected to the network. 7. Troubleshooting after Initial Installation The EISSBox has a red / green LED that is located on the front of the panel. This LED becomes active once the EISSBox has been assigned to an account. The color of the LED indicates the state of the EISSBox: Table 1. LED Light Codes Light Color Explanation Green Red Solid Yellow Flashing No Events Pending Active Event Error Table 2. Error Codes Error Codes Single flash, 3 sec spacing Single flash, 6 sec spacing Double flash, 3 sec spacing Double flash, 6 sec spacing Explanation noServerConnection noIpAddress unauthorized serverError Page 6 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide 9. EISSBox Administration Use of the instructions in this section implies a certain familiarity with the working of IP networks and computer equipment. 9.1 Installing the Phidget Desktop Application IPKeys uses a single board computer manufactured by Phidget for most EISSBox models. Phidget supplies a web based interface for accessing the internal configuration of the EISSBox. The application can be downloaded here: http://www.phidgets.com/drivers.php. Download and install the appropriate application for your operating system. On MS Windows, you will also need to install Apple’s Bonjour Print Services drivers, which the Phidget desktop application uses to detect Phidgets connected on the local subnet. You can download the drivers here: http://support.apple.com/downloads/DL999/en_US/BonjourPSSetup.exe. The Phidget desktop application resides in your system tray . Open the application and, if your EISSBox is running and on the same network as the computer running the Phidget desktop application, you will see it in this Phidget Control Panel application (See Figure 5.) Figure 5. The Phidget Control Panel. Page 7 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide Select the PhidgetSBC tab and look for your EISSBox. The serial number, located on the back and the inside cover of the EISSBox, will match the hostname. Once selected, the IP address will be located on the bottom of the dialogue box. You can double click on your EISSBox and open the administration console (See Figure 6, below.) For MacOS users, the Phidget desktop application actually resides in System Preferences. After installation, you should see it at the bottom of the System Preferences panel among the other 3rd party preferences. Bonjour functionality should already be included with the OS. 9.2 Accessing the EISSBox IPKeys ships all boxes with DHCP enabled, that means if your network does not have DHCP enabled (most do), then the EISSBox will be unable to get an IP address. In such situations, IPKeys also provides an alternative; the EISSBox has a secondary IP address of 1.1.1.1 that will allow direct access to the box in the event that the network is not DHCP-enabled or if an incorrect static IP address is assigned. You can directly connect the EISSBox to a computer with a “gigabit” Ethernet interface with a standard Ethernet cable. If your computer does not have “gigabit” Ethernet, than a crossover cable is required (available from IPKeys for a nominal charge). In either case, connect the EISSBox directly to the computer. Disconnect your computer from other networks and set your computer for a static IP address of 1.1.1.2. Use your browser to navigate to 1.1.1.1 and you will see the Phidget log on interface. Figure 6. The PhidgetSBC Administration Console. The box is shipped from the factory with admin, ipkeys as the username and password, respectively. For security, these default settings should be changed to prevent tampering. If the new username/password is forgotten, then the EISSBox will need to be returned to IPKeys Technologies for erasure and reloading of the software. Page 8 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide 9.3 PhidgetSBC Configuration Figure 7. The PhidgetSBC Configuration. There are two tabs that are of interest to the administrator: Network and Projects. Figure 8. The PhidgetSBC Configuration – Network Tab. Page 9 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide Figure 9. The PhidgetSBC Configuration – Network Tab, Settings Sub-tab. Using this screen, EISSBox administrators can set a static IP address, configure DNS settings and enable or disable SSH access. IPKeys uses SSH to configure EISSBoxes at the factory. If desired, this feature can be disabled by the administrator for greater security. Page 10 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide The Project Tab is used – by advanced administrators only – to manage the applications that run on the EISSBox and their configuration settings. Figure 10. The PhidgetSBC Configuration – Projects Tab. Select the project Eiss. Edit Button Files Figure 11. The PhidgetSBC Configuration – Projects Tab, User Projects Sub-tab. Page 11 Author: IPKeys Technologies, LLC Date Created: 08/22/2014 Rev: 1.0 Revision Date: NA Energy Interop™ Server & System (EISS™) EISSBox 2.0a Local Mode Installation Guide If EISS™ is being used without over-the-wire configuration; the properties file can be edited manually. Such edits should only be made by specifically trained personnel. oadr.properties Properties required for connecting to an OpenADR server and OpenADR 2.0b client operation Table 3. OADR Properties. Property Example Definition ServerURL http://example.vtn.com/oadr URL of OpenADR server User IPKeys.1 Username credentials Password Test_1234 Password credentials EventPollInterval 20 How often to poll for events (in seconds) Resource IPKeys.1 Resource of the box, same as user for Honeywell Server Not commonly used, same as user for Honeywell Server asset.0 IPKeys.1 Resource target of the box (indexed 0,1,2…), this determines which relay activate. Default is relay 0 activates for all market context calls. vtnId vtn Used for VTN authentication OpenADRNetworkInterface eth0 Always this value, NIC card to use for OpenADR comms AutoDemandResponse true Always use this value - Whether the box automatically responds to events or requires manual response LicenseKey L!¢3ñ$3-K3¥-1234 License key provided by IPKeys Page 12
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