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Simatic Energy Manager Pro System Description en-US en-US

SIMATIC Energy Manager is energy data management software that provides monitoring, controlling, accounting and planning functions. It has a scalable architecture with open standard interfaces and supports communication security, high availability and multiple languages. Key features include monitoring energy use with charts and dashboards, controlling through performance indicators and benchmarking, cost-center accounting and export to ERP, baseline management and energy use planning and prediction.

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0% found this document useful (0 votes)
616 views123 pages

Simatic Energy Manager Pro System Description en-US en-US

SIMATIC Energy Manager is energy data management software that provides monitoring, controlling, accounting and planning functions. It has a scalable architecture with open standard interfaces and supports communication security, high availability and multiple languages. Key features include monitoring energy use with charts and dashboards, controlling through performance indicators and benchmarking, cost-center accounting and export to ERP, baseline management and energy use planning and prediction.

Uploaded by

afrg23
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

SIMATIC Energy Manager V7.

3 – System Description Introduction to SIMATIC


Energy Manager 1

Concept 2
Energy data management
SIMATIC with SIMATIC Energy 3
Manager

SIMATIC Energy Manager


Web Client 4
SIMATIC Energy Manager V7.3
– System Description SIMATIC Energy Manager
PRO Client 5

System Manual

03/2022
A5E41791798-AD
Legal information
Warning notice system
This manual contains notices you have to observe in order to ensure your personal safety, as well as to prevent
damage to property. The notices referring to your personal safety are highlighted in the manual by a safety alert
symbol, notices referring only to property damage have no safety alert symbol. These notices shown below are
graded according to the degree of danger.

DANGER
indicates that death or severe personal injury will result if proper precautions are not taken.

WARNING
indicates that death or severe personal injury may result if proper precautions are not taken.

CAUTION
indicates that minor personal injury can result if proper precautions are not taken.

NOTICE
indicates that property damage can result if proper precautions are not taken.
If more than one degree of danger is present, the warning notice representing the highest degree of danger will
be used. A notice warning of injury to persons with a safety alert symbol may also include a warning relating to
property damage.
Qualified Personnel
The product/system described in this documentation may be operated only by personnel qualified for the specific
task in accordance with the relevant documentation, in particular its warning notices and safety instructions.
Qualified personnel are those who, based on their training and experience, are capable of identifying risks and
avoiding potential hazards when working with these products/systems.
Proper use of Siemens products
Note the following:

WARNING
Siemens products may only be used for the applications described in the catalog and in the relevant technical
documentation. If products and components from other manufacturers are used, these must be recommended
or approved by Siemens. Proper transport, storage, installation, assembly, commissioning, operation and
maintenance are required to ensure that the products operate safely and without any problems. The permissible
ambient conditions must be complied with. The information in the relevant documentation must be observed.

Trademarks
All names identified by ® are registered trademarks of Siemens AG. The remaining trademarks in this publication
may be trademarks whose use by third parties for their own purposes could violate the rights of the owner.
Disclaimer of Liability
We have reviewed the contents of this publication to ensure consistency with the hardware and software
described. Since variance cannot be precluded entirely, we cannot guarantee full consistency. However, the
information in this publication is reviewed regularly and any necessary corrections are included in subsequent
editions.

Siemens AG Document order number: - Copyright © Siemens AG 2017 - 2022.


Digital Industries Ⓟ 04/2022 Subject to change All rights reserved
Postfach 48 48
90026 NÜRNBERG
GERMANY
Table of contents

1 Introduction to SIMATIC Energy Manager ............................................................................................. 6


1.1 Requirements for energy data management software .......................................................... 6
1.2 Range of service .................................................................................................................. 8
1.3 TIA – Totally Integrated Automation ..................................................................................... 8
1.4 Application ........................................................................................................................ 10
2 Concept ................................................................................................................................................ 13
2.1 Architecture and Scalability ................................................................................................ 13
2.2 Openness through standard interfaces ............................................................................... 14
2.3 Authorization concept ....................................................................................................... 19
2.4 Communication security .................................................................................................... 20
2.5 Availability ......................................................................................................................... 21
2.6 Multiple languages ............................................................................................................ 21
2.7 Licensing ........................................................................................................................... 22
3 Energy data management with SIMATIC Energy Manager ................................................................. 25
3.1 Monitoring ........................................................................................................................ 25
3.1.1 Basics of Monitoring .......................................................................................................... 25
3.1.2 Chart ................................................................................................................................. 27
3.1.3 Widget dashboard.............................................................................................................. 29
3.1.4 Online Monitoring ............................................................................................................. 33
3.2 Controlling ........................................................................................................................ 35
3.2.1 Basics of Controlling .......................................................................................................... 35
3.2.2 Performance Indicators ...................................................................................................... 36
3.2.3 Calculation of Plant Efficiency ............................................................................................ 38
3.2.4 Benchmarking / Targeting .................................................................................................. 39
3.2.5 Specific Performance Indicators ......................................................................................... 40
3.2.6 Sustainability - Emissions ................................................................................................... 44
3.2.7 Batch-related Energy Evaluation ......................................................................................... 46
3.3 Status-related energy data management ............................................................................ 49
3.4 Cost-center-oriented accounting ........................................................................................ 50
3.4.1 Basics for Accounting with Cost Center Distribution ............................................................ 50
3.4.2 PAYG ................................................................................................................................. 51
3.4.3 Export of the Data to ERP ................................................................................................... 53
3.5 Baseline management ....................................................................................................... 54

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 3
Table of contents

3.6 Planning and Prediction ..................................................................................................... 56


3.6.1 Basics of Planning and Projection ....................................................................................... 56
3.6.2 Prediction based on regression analysis .............................................................................. 57
3.6.3 Prediction based on production plans ................................................................................. 59
3.6.4 Prediction based on shifts .................................................................................................. 60
3.7 Management of energy efficiency measures ...................................................................... 62
3.7.1 Basics of Energy Efficiency Measures .................................................................................. 62
3.7.2 Implementation in Energy Manager ................................................................................... 63
3.8 Data provider..................................................................................................................... 65
4 SIMATIC Energy Manager Web Client ................................................................................................. 66
4.1 Comparison Energy Manager Basic with Energy Manager PRO Web .................................... 66
4.2 Access to the Energy Manager Web Client .......................................................................... 67
4.3 General Functions.............................................................................................................. 68
4.4 Editing mode ..................................................................................................................... 70
4.5 Widget dashboard.............................................................................................................. 71
4.5.1 Data analysis in the widget dashboard ............................................................................... 71
4.5.2 Added value of the individual widgets ................................................................................ 74
[Link] Gauge / Traffic Light........................................................................................................... 74
[Link] Chart ................................................................................................................................. 75
[Link] Pie chart ............................................................................................................................ 76
[Link] Values ............................................................................................................................... 76
[Link] Table ................................................................................................................................. 77
[Link] Report ............................................................................................................................... 78
[Link] Text / Image....................................................................................................................... 78
[Link] Heatmap ........................................................................................................................... 79
[Link] Sankey diagram ................................................................................................................. 80
[Link] Alarm list ........................................................................................................................... 82
[Link] Maps ................................................................................................................................. 83
[Link] Multi-Variable Regression Analysis ([Link]) ........................................................................ 84
[Link] Duration curve ................................................................................................................... 89
4.6 Report ............................................................................................................................... 92
4.6.1 Data analysis in the report ................................................................................................. 92
4.6.2 Creating a new report ........................................................................................................ 93
4.7 Chart ................................................................................................................................. 93
4.8 Matrix ............................................................................................................................... 94
4.8.1 Matrix for manual data input ............................................................................................. 94
4.8.2 Mobile data acquisition via SIMATIC Energy Manager app ................................................... 95
4.9 Folders .............................................................................................................................. 97
4.10 Files .................................................................................................................................. 97
4.11 Energy efficiency measures ................................................................................................ 98

SIMATIC Energy Manager V7.3 – System Description


4 System Manual, 03/2022, A5E41791798-AD
Table of contents

4.12 Project configuration ....................................................................................................... 100


4.12.1 Data sources .................................................................................................................... 101
4.12.2 Data points ...................................................................................................................... 102
4.12.3 Counter Management ...................................................................................................... 104
4.12.4 Parameter ........................................................................................................................ 105
4.12.5 MEVAs / KPIs .................................................................................................................... 105
4.13 Settings ........................................................................................................................... 107
4.14 Notification Center .......................................................................................................... 108
4.15 Batch analysis .................................................................................................................. 110
5 SIMATIC Energy Manager PRO Client ................................................................................................ 112
5.1 Energy Manager PRO Client basics .................................................................................... 112
5.1.1 Energy Manager PRO Client as configuring tool ................................................................ 112
5.1.2 Key functions of the Energy Manager PRO Client .............................................................. 113
5.2 Data acquisition ............................................................................................................... 115
5.2.1 Automatic data acquisition .............................................................................................. 115
5.2.2 Manual data acquisition ................................................................................................... 116
5.2.3 Mobile data acquisition .................................................................................................... 117
5.3 Data Processing ............................................................................................................... 117
5.3.1 Basics of Data Management ............................................................................................. 117
5.3.2 Precompression of the data .............................................................................................. 118
5.3.3 Calculation level 1 (loop concept) .................................................................................... 118
5.3.4 Calculation level 2 (MEVA concept) .................................................................................. 118
5.3.5 Calculation level 3 (report template) ................................................................................ 119
5.3.6 Validation ........................................................................................................................ 119
5.3.7 KPI alarm lists .................................................................................................................. 120
5.3.8 Substitute value formation ............................................................................................... 121
5.3.9 Change Management ...................................................................................................... 121

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 5
Introduction to SIMATIC Energy Manager 1
1.1 Requirements for energy data management software

Introduction
Energy efficiency is playing an increasingly important role in industry. Rising energy prices,
increasing pressure to improve profitability and the growing awareness for climate protection
are important motivating factors for the introduction of an energy management system.

Reasons for the implementation of an energy management system


Lack of transparency in infrastructure and production processes, changing cost centers and
heterogeneous system environments make an energy management system with a
comprehensive range of interfaces necessary.
Energy reporting is time consuming. In many cases, there is no automatic recording of
measurement data and supply contracts cannot be optimally negotiated because of the lack
of transparency.
The legal situation and fulfillment of requirements and/or audit support are also reasons for
the implementation of an energy management system.

Reducing costs and creating transparency


SIMATIC Energy Manager can meet the current requirements for an energy data
management system. The system has a positive influence on consumer behavior and
environment, opens up new procurement options and thereby helps to save costs. With its
automatic energy data acquisition and processing as well as its diverse analytical and
prediction capabilities, SIMATIC Energy Manager is the ideal tool for energy data
management for now and the future.

SIMATIC Energy Manager V7.3 – System Description


6 System Manual, 03/2022, A5E41791798-AD
Introduction to SIMATIC Energy Manager
1.1 Requirements for energy data management software

SIMATIC Energy Manager system description


In this SIMATIC Energy Manager system description you will become acquainted with the
SIMATIC Energy Manager energy data management software:
• Area of application: Where is SIMATIC Energy Manager used?
• Concept: How is SIMATIC Energy Manager structured?
• How does SIMATIC Energy Manager support energy data management?
• Engineering: How are energy data management tasks implemented?
• Energy Manager Web client: Which range of functions does the browser-based user and
configuration interface offer?

Key features
SIMATIC Energy Manager offers an integrated system solution starting with acquisition of
energy data and continuing with monitoring, automated reporting and the widget
dashboard:
• Monitoring: Monitoring of the current energy situation.
• Controlling: High flexibility in determining performance indicators through the inclusion
of consumption and production data. Summary of data in automatically created reports
including automatic e-mail delivery. Status-related machine analysis through connection
of the S7 energy efficiency monitor.
• Accounting with cost center relations: Costs-by-cause accounting of energy and material
flows and allocation to cost centers.
• Planning and Forecast: Optimal budget planning and procurement optimization through
accurate prediction of energy requirements. The calculated figures can be used as a
controlling mechanism.
• Management of energy efficiency measures: Definition and tracking of energy efficiency
measures according to ISO 50001.

Product versions
SIMATIC Energy Manager is available in the following two product versions:
• SIMATIC Energy Manager Basic
• SIMATIC Energy Manager PRO
SIMATIC Energy Manager Basic is a version of SIMATIC Energy Manager PRO with limited
functionality. SIMATIC Energy Manager Basic is available in the Web via the
Energy Manager Web Client.
SIMATIC Energy Manager PRO includes SIMATIC Energy Manager Basic and the
Energy Manager PRO Client, which provides you with some exclusive functions.
Energy Manager PRO offers you the full range of functions of the SIMATIC Energy Manager
energy data management system.
You can upgrade at any time from SIMATIC Energy Manager Basic to
SIMATIC Energy Manager PRO with the respective license.

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 7
Introduction to SIMATIC Energy Manager
1.2 Range of service

1.2 Range of service


SIMATIC Energy Manager provides the basis for an economical energy management system
that reduces energy costs, increases energy efficiency and creates the following direct
advantages:
• Provides corporate-wide transparency through complete energy and material balancing of
power generation and energy consumption systems.
• Enables costs-by-cause energy cost allocation and facilitates connection to the accounting
system, for example, SAP R/3.
• Generates statistics for well-founded statements about efficiency improvements of energy
production and energy distribution systems.
• Provides planning reliability through production-related load and demand predictions.
• Supports the energy procurement process.
• Meets the legal requirements for the monitoring and reporting of greenhouse gas
emissions (CO2 emissions).
• Less work through automatic management of internal and external energy reporting.
• Supports customers in the continuous improvement of energy efficiency through
integrated project management and definition of energy efficiency measures, thereby also
satisfying the requirements of ISO 50001.

1.3 TIA – Totally Integrated Automation

Two strong partners: SIMATIC Energy Manager and SIMATIC Energy Suite
With the SIMATIC Energy Manager energy data management system from Siemens, you
invest in an innovative, reliable and convenient system. Based on industrial technology it
responds to the increased demands of in-house energy management. You are also ideally
prepared for future challenges. You tap the full optimization potential with this integrated
solution.
As a component of Totally Integrated Automation(TIA) and Totally Integrated Power, the
benefits offered include the integration of products and systems, the use of standard
components, a uniform operating philosophy and reduced engineering workload, which
ultimately leads to increased system flexibility and productivity, cost reductions and quality
assurance. The ideal product combination for utilizing detailed energy monitoring in the
operating area and an efficient decision-making energy management in the management
area.

SIMATIC Energy Manager V7.3 – System Description


8 System Manual, 03/2022, A5E41791798-AD
Introduction to SIMATIC Energy Manager
1.3 TIA – Totally Integrated Automation

Specifically, this means:


• Intelligent drive systems can reduce energy consumption as early as on the field level.
High-precision measuring and field devices deliver consumption values for later evaluation
– even for non-electrical energies such as gas or steam. You can collect more than 200
different electrical measured values and energy values with an Energy Meter. This means
you can already create transparency over the energy demand of your production plant at
the machine level and determine the efficiency of the plant from the energy values.
• SIMATIC Energy Suite is used for an accurate detailed analysis in the operating
environment of the production level: Measured variables such as currents, voltages or
powers can be measured, standardized, preprocessed and buffered accurately to the
second. The measuring data can come from all connected measuring devices from a
variety of bus systems, e.g. PROFIBUS, PROFINET, Modbus, M-Bus or S0-Impulse – for this
purpose, SIMATIC Energy Suite has a single point of access: the SIMATIC WinCC archive.
With the load management in the SIMATIC Energy Suite, you can also avoid load peaks in
industrial applications and spread loads evenly.
• S7 Energy Efficiency Monitor is another product in the TIA Portal that you can use to
analyze the status-related efficiency of your machine through processed energy data.
• On the management level, SIMATIC Energy Manager evaluates the acquired data, creates
predictions and optimizes, for example, next month's energy consumption. Customized
processing and straightforward display of acquired data is possible both with full access
through a PRO client or via the web browser access by a Web client. This means that
reporting and cost center accounting, for example, is supported. The gained insights in
turn have an influence on the lower levels.
The interaction between SIMATIC Energy Manager, SIMATIC Energy Suite and the S7 Energy
Efficiency Monitor leads to a continuous improvement process with the goal of reducing
costs and saving energy.

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 9
Introduction to SIMATIC Energy Manager
1.4 Application

1.4 Application
SIMATIC Energy Manager is used in a variety of fields, for example:
• Process industry
• Manufacturing industry
• Power plant operators
• Municipal operations

Selected references
SIMATIC Energy Manager has already been implemented successfully in leading companies.
Secure the long-term competitive advantage of your company through improved energy
management.
• Alfred Ritter GmbH & Co. KG, Stuttgart, Germany
SIMATIC Energy Manager PRO plays a central role in energy management according to ISO
50001. In addition, SIMATIC Energy Manager PRO systematically evaluates a large volume
of data from different energy flows and thus provides the basis for continuous
improvement in energy efficiency.
Full reference example (Alfred Ritter GmbH & Co. KG)
([Link]
[Link])
• Brau Union Österreich AG, Brauerei Wieselburg, Wieselburg an der Erlauf, Austria
SIMATIC Energy Manager PRO offers a cross-plant energy management system with a
scalable design. This includes providing the data basis for process optimizations to reduce
energy consumption and CO2 emissions. In the future, Energy Manager will also provide
efficient energy monitoring and management at other Group sites, such as the Zipfer and
Gösser breweries.
Full reference example (Brau Union Österreich AG)
([Link]
[Link])

SIMATIC Energy Manager V7.3 – System Description


10 System Manual, 03/2022, A5E41791798-AD
Introduction to SIMATIC Energy Manager
1.4 Application

• Bette GmbH & Co. KG, Delbrück, Germany


The energy data is acquired with the SIMATIC and SENTRON measuring devices integrated
with SMATIC Energy Suite. SIMATIC Energy Manager PRO analyzes the energy data and
displays the energy flows. In this way, the requirements of the EN 16247 standard are met
and the company's own objectives are better implemented.
Full reference example (Bette GmbH & Co. KG)
([Link]
[Link])
• Coca-Cola HBC Austria GmbH, Edelstal / Austria
Complete reference example (Coca Cola Hellenic)
([Link]
[Link])
• GARDENA Manufacturing GmbH, Gerstetten / Germany
Complete reference example (Gardena)
([Link]
automation/[Link])
• Clariant Produkte (Germany) GmbH, Heufeld / Germany
Complete reference example (Clariant)
([Link]
automation/[Link])
• Grupo Pikolin, Zaragoza / Spain
Complete reference example (Grupo Pikolin)
([Link]
[Link])

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 11
Introduction to SIMATIC Energy Manager
1.4 Application

See also
Siemens Industry Reference Center
([Link] manager
pro,language=en,frame=1,pageindex=1)
Complete reference example (InfraTec Duisburg GmbH)
([Link]
ey_516907=1,OTkey_9178043=1,OTkey_9181761=1,volltext=InfraTec,language=en,frame=
1,NF=[Link],pageindex=1)
Complete reference example (Saint-Gobain Oberland AG)
([Link]
2013-IA-AS/FAV-349-2013-IA-AS-V01_EN.pdf)
Complete reference example (GF Automotive)
([Link]
=1,OTkey_9177773=1,OTkey_516907=1,OTkey_9178043=1,OTkey_9181761=1,produkt=ke
y_9181761,frame=1,NF=[Link],pageindex=1)
Complete reference example (Schmitz-Werke GmbH + Co. KG)
([Link]
=1,OTkey_9177773=1,OTkey_516907=1,OTkey_9178043=1,OTkey_9181761=1,produkt=ke
y_9181761,frame=1,NF=[Link],pageindex=1)
Siemens Industry Reference Center
([Link]
dex=1)

SIMATIC Energy Manager V7.3 – System Description


12 System Manual, 03/2022, A5E41791798-AD
Concept 2
2.1 Architecture and Scalability

Architecture
SIMATIC Energy Manager is based on a client-server architecture that is easily integrated into
your company infrastructure. Stand-alone solutions are possible as well as multi-user
solutions at various locations. The following figure shows a typical system structure of a
WinCC automation system.

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 13
Concept
2.2 Openness through standard interfaces

Scalability
Energy Manager consists of multiple components that can be installed on one or more
computers depending on the existing infrastructure.

Component Function Number


typically
required
SIMATIC Energy Manager acqui- Acquires and processes data, such as measurement 1 ... n1
sition component values.
SIMATIC Energy Manager Server Establishes communication between the Energy Man- 1
with SIMATIC Energy Manager ager acquisition component and the Energy Manager
database database.
Performs calculations and generates reports.
The database stores the acquired measurement values
and all calculated or generated data, such as reports.
SIMATIC Energy Manager PRO Configuration and operation of Energy Manager PRO. 1 ... n2
Client
SIMATIC Energy Manager Platform for operation of Energy Manager Basic and 1 ... n
Web client Energy Manager PRO via web browser, for example,
call generated reports or charts, input of measurement
values, administration of energy efficiency measures,
configuration of data sources and data points as well
as user-defined information view creation using widg-
et dashboards.
SIMATIC Energy Manager app Mobile data acquisition and data transfer to 1 ... n
SIMATIC Energy Manager.
1 Multiple acquisition components can only be connected in Energy Manager PRO
2 The client is automatically installed with the Energy Manager Acquisition and the Energy Manager
Server.

You can find further information on the system requirements of SIMATIC Energy Manager in
the user documentation and the release notes.

2.2 Openness through standard interfaces


The data required for successful energy management often exist in different formats or
systems:
• Data from analog and digital measuring devices
• Historical data from different data sources
In addition to the standardized interfaces with Siemens products such as SIMATIC WinCC or
SIMATIC PCS 7, SIMATIC Energy Manager supports the current standards that you can use to
acquire data from different sources:
• Acquisition of load profiles via Modbus TCP from the Sentron PAC 2200CLP or
Sentron PAC 4200 interface to the Multi Fieldbus Device.
• Acquisition of energy and operational data from the field level via OPC DA, OPC UA-DA or
Modbus TCP.
• Acquisition of data from measurement value archives via OPC HDA and OPC UA-HA.

SIMATIC Energy Manager V7.3 – System Description


14 System Manual, 03/2022, A5E41791798-AD
Concept
2.2 Openness through standard interfaces

• Acquisition of data from S7 controllers via SIMATIC NET OPC Server.


• Acquisition of machine-related energy data through S7 energy efficiency monitor over the
machine interface.
• Acquisition of data from maintenance, production planning and ERP system databases via
the OLE-DB/ODBC driver.
• Acquisition of building data via Desigo CC.
• Acquisition of energy data via mobile data acquisition of the SIMATIC Energy Manager app
for iOS and Android.
• Import of ASCII data from the company wide file system, such as CSV or XML via FTP or
sFTP.
• Manual entry of the measured and metered value readings.
The data is pre-processed in the acquisition component and then imported into the
SIMATIC Energy Manager database.

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 15
Concept
2.2 Openness through standard interfaces

The following table shows the components of Energy Manager:

Component Description
Energy Manager acqui- The Energy Manager acquisition component is used for interfacing external
sition component systems (e.g. WinCC, OPC, ASCII).
One or more acquisition components can be installed in an Energy Manager
system. This can take place on the local PC or on remote (distributed) PCs.
Each PC that serves as an acquisition PC must be set up accordingly and
licensed on the central server. A distributed architecture and the installation
of multiple acquisition components is only available in Ener-
gy Manager PRO.
The acquired data are locally pre-processed first by the acquisition compo-
nent (for example, compression to minute values). The data is then trans-
ferred to the database server over the Energy Manager Portal and, if
necessary, stored in the database. The Energy Manager acquisition compo-
nent receives its configuration data through the distributed Energy Manager
Portal.
The service responsible for data acquisition, which runs on each acquisition
PC, is referred to as the "Energy Manager Kernel". The Ener-
gy Manager Acquisition Service, which is responsible for data synchroniza-
tion, also runs on the acquisition component.
Energy Manager data- The SQL Server manages all read and write accesses to the database.
base Exactly one Energy Manager database with one SQL Server exists in each
Energy Manager system.
Energy Manager server The Energy Manager server bundles and manages accesses and queries to
the Energy Manager database. The following functions are, for example,
executed:
• Calculation of the measuring variables (MEVA)
• Compression of data points
• Limit monitoring of data points
• Start of automatic jobs such as report jobs, delete jobs
The Energy Manager Server consists of the following different services,
which are described below:
• Energy Manager Portal
• Energy Manager Calculation Service
• Energy Manager Reporting Service
The Energy Manager Web Server and the Energy Manager database are
installed on the Energy Manager Server.
Energy Manager Portal The Energy Manager Portal serves as middleware between the Ener-
gy Manager database and all other components (e.g. client, acquisition
component, web).
Exactly one Energy Manager Portal exists in each Energy Manager system.
Energy Manager Calcu- The Energy Manager Calculation Service is a database-independent service
lation Service on the Energy Manager server in which all calculation logic is represented.
The measuring variables are calculated based on this calculation logic.
Energy Manager Report The Energy Manager Report Server is responsible for loading the calculated
Server data into the Excel report template and, if necessary, for generating a PDF
document. In addition, reports are sent via e-mail to printers and stored on
the drive.
XML Export The XML Export interface ([Link]) is used to export the data point
name and measurement values from Energy Manager PRO to XML format.
The XML data is converted into the selected ASCII format by means of a
style sheet.

SIMATIC Energy Manager V7.3 – System Description


16 System Manual, 03/2022, A5E41791798-AD
Concept
2.2 Openness through standard interfaces

Component Description
Energy Manager Operation of Energy Manager Basic and Energy Manager PRO Web over an
Web Client Internet browser. The Energy Manager Web Client is based on the Internet
Information Services (IIS) and accesses the Energy Manager server over the
Web server website.
In the Energy Manager Web Client you can, for example, create and config-
ure reports or charts but also enter measurement values using a matrix; you
can administer energy efficiency measures and show user-defined infor-
mation from your production plant using widget dashboards. You can also
configure your energy data system by creating and configuring data
sources, data points, parameters and key performance indicators.
At least one Energy Manager Web Client exists in each Energy Manager
system.
Energy Manager PRO The Energy Manager PRO Client is required to fully configure the system.
Client Measurement values (e.g. meter readings) can be entered manually or
subsequently changed.
With the comprehensive user management, the operator rights of the re-
spective user (groups) can be limited. Traceability of the changes made is
ensured at all times.
At least one Energy Manager PRO Client exists in each Energy Manager PRO
system, which can be operated locally or remotely.
Energy Manager PRO Complete range of functions of the SIMATIC Energy Manager energy data
management system. Contains the Energy Manager PRO Client and Ener-
gy Manager PRO Web.
Energy Manager Basic Energy Manager Basic is a version of Energy Manager PRO with limited func-
tionality and only available in the web.
Several web clients, which only need to be licensed accordingly, can access
the web page at the same time.
Energy Manager app The Energy Manager app for iOS and Android is used for mobile data acqui-
sition of energy data using a mobile device. To do so, you must configure a
route for taking the readings in Energy Manager and transfer it to the mo-
bile device.

Data acquisition
Manual data acquisition
You can manually acquire values in Energy Manager with a matrix. You can create and
configure the matrices in the Energy Manager Web Client as well as in the
Energy Manager PRO Client.
Mobile data acquisition
You can manually acquire operating values or meter readings on-site with an iOS or Android
based mobile device or with the SIMATIC Energy Manager app. To use mobile data
acquisition, you must configure a route for taking the readings in SIMATIC Energy Manager.

SIMATIC Energy Manager V7.3 – System Description


System Manual, 03/2022, A5E41791798-AD 17
Concept
2.2 Openness through standard interfaces

Export of data
Report
You can display or the measurement values that have been acquired in Energy Manager in
reports. Energy Manager generates the reports in files in PDF format or in Microsoft Excel and
Microsoft Word format. The display of values as a table or diagram is always based on
Microsoft Excel functions. This enables customized templates with macro functionality, for
example, to be imported as a report template. Reports in Microsoft Word use embedded Excel
objects to display values.
XML file
In Energy Manager PRO you can export your configuration data and the measurement values
into XML format and import them again.
• The XML Export interface ([Link]) is used to export the configuration data from
data points and measurement values from Energy Manager PRO to XML format. The XML
data is converted into the selected ASCII format by means of a style sheet.
• Use the "Import / Export" option, for example, to back up your configuration data.

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Concept
2.3 Authorization concept

2.3 Authorization concept

Data protection
SIMATIC Energy Manager has a three-level authorization concept that prevents unauthorized
access to sensitive data:
• Domain
• Authority level
• Functional group
The visibility of Energy Manager objects is specified with the "authority level" and the
"domain" membership. The user can only see an element if both have been assigned the
same domain and the authority level of the user is greater than or equal to the level of the
element.
The configuration options, for example, generating reports, are limited with the "Functional
group".
In Energy Manager Basic you only have the option of creating new users and to assign these
users to predefined user groups. Creating new mandates, user groups and functional groups
are extended functions of Energy Manager PRO, as is the assignment of rights for these
functional groups.

Users
A user can be assigned to one or more user groups and functional groups.
User group
A user group can be assigned to one or more functional groups or domains.
Functional group
The rights and authority level are defined in the functional group. Rights are "create [ob-
ject]" or "view [object]" for example.

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Concept
2.4 Communication security

Domain
The domain represents a location of a business for example.

Energy Manager object


An authority level, and optionally a domain, is assigned to each Energy Manager object.
An Energy Manager object is, for example, a folder in Energy Manager.
Authority level
The authority level is a value between 0 and 1000. The authority level is assigned to the
parent folder, for example, and inherited by the folders below it.
If the authority level of the functional group is lower than that of the Energy Manager
object, the object is not displayed to the user.

2.4 Communication security


SIMATIC Energy Manager supports major IT security standards for password and login
security. The administrator can make the following settings according to the IT security
guidelines of a company:
• Increase the complexity of the password with special characters or numbers
• Definition of the minimum password length
• Password change after first login
• Automatic lockout of user after a configurable number of failed login attempts
Login to Energy Manager is possible with a user name or e-mail address. Alternatively,
SIMATIC Energy Manager PRO also supports "Single Sign On" and Auto Login using Active
Directory.
With the Single Sign On in the functional group you allow a group from the Windows Active
Directory to log into the Energy Manager PRO Client as well as Energy Manager PRO Web
without having to enter the login data again. As soon as a user of this group has logged into
the Windows operating system, the user also has access to Energy Manager PRO. The user
can have a temporary password sent to his configured e-mail address.
The security of the data transmission is of utmost importance.
• In order to enable any cross-network communication version in the customer network, the
general data communication between the acquisition component and the
Energy Manager Server as well as between the Energy Manager PRO Client and the
Energy Manager Server is encrypted via the freely configurable port.
– Energy Manager Web Client supports secure communication with the Energy Manager
Server via HTTPS with 256-bit encryption.
– For data acquisition from an FTP server, the secure connection via sFTP is supported.

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Concept
2.5 Availability

2.5 Availability

Availability
All acquired measurement values are stored in local files in the acquisition component. These
files are retained for 62 days (with 1000 data points) by default. The acquired measurement
values are compressed and preprocessed in the acquisition component.
If the Energy Manager Server is not available, the data preprocessed in the acquisition
component is stored temporarily. The preprocessed data is automatically added once the
Energy Manager Server is available again.

Backup
The backup functionality offers you the possibility to restore the system in the case of a
hardware failure. A backup can be started manually, or it can be automated. It is possible to
select an incremental backup or full online backup of any weekday or to select no backup. A
full backup must be created at least once a week. The storage location of the backup can be
defined.

2.6 Multiple languages


The Energy Manager Web Client is supplied in the following languages:
• German
• English
• French
• Italian
• Spanish
• Chinese
By default, the Energy Manager PRO Client is supplied in German and English.
The language can be selected when logging on to the corresponding client.
Because SIMATIC Energy Manager supports Unicode, project-specific porting to other
languages is easily possible.
The manuals, readme and version information are available in German and English.

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Concept
2.7 Licensing

2.7 Licensing
SIMATIC Energy Manager is licensed according to the number of "Tags" and can be expanded
with options. Licensing is always carried out on the Energy Manager Server.
A "Tag" is a value acquired from an external measuring point, which is processed and saved
in SIMATIC Energy Manager, as well values that are input via manual data acquisition. With
the "100 Tags" option, for example, you acquire up to 100 measurement values from
different measuring points manually or automatically at the same time.
The basic software package "SIMATIC Energy Manager PRO incl. 50 tags" comes with the
following software components:
• 50 tags
• 1 SIMATIC Energy Manager acquisition component
• 1 SIMATIC Energy Manager PRO Client
• SIMATIC Energy Manager app
• SIMATIC Energy Manager Web Server including one SIMATIC Energy Manager Web Client
• Microsoft SQL Server 2017 Database
• SIMATIC Energy Manager Server
The basic software package "SIMATIC Energy Manager Basic incl. 50 tags" comes with the
same software components except for the SIMATIC Energy Manager PRO Client.
SIMATIC Energy Manager software is available as download or on DVD with the following
article numbers:

SIMATIC Energy Manager V7.3 Download article no. DVD package article no.
SIMATIC Energy Manager Basic incl. 50 Tags1 6AV6372-1DF07-3AH0 6AV6372-1DF07-3AX0
SIMATIC Energy Manager PRO incl. 50 Tags1 6AV6372-2DF07-3AH0 6AV6372-2DF07-3AX0
SIMATIC Energy Manager PRO Powerpack2 6AV6372-2DF07-3AH3 6AV6372-2DF07-3AX3
SIMATIC Energy Manager Tag Package 503 6AV6372-2DF07-0CH0 6AV6372-2DF07-0CX0
SIMATIC Energy Manager Tag Package 1003 6AV6372-2DF07-0DH0 6AV6372-2DF07-0DX0
SIMATIC Energy Manager Tag Package 2503 6AV6372-2DF07-0EH0 6AV6372-2DF07-0EX0
SIMATIC Energy Manager Tag Package 5003 6AV6372-2DF07-0FH0 6AV6372-2DF07-0FX0
SIMATIC Energy Manager Tag Package 10003 6AV6372-2DF07-0GH0 6AV6372-2DF07-0GX0
SIMATIC Energy Manager Tag Package 50003 6AV6372-2DF07-0HH0 6AV6372-2DF07-0HX0
SIMATIC Energy Manager Tag Package 300003 6AV6372-2DF07-0JH0 6AV6372-2DF07-0JX0
1 Contains all software components.
2 With the Powerpack, SIMATIC Energy Manager Basic can be upgraded to SIMATIC Energy Manager PRO.
3 The tag packages dynamically expand the number of tags. The total tag count is expanded in each case by adding the
value of the tag package.

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Concept
2.7 Licensing

SIMATIC Energy Manager expansions


The following expansions can be used as of SIMATIC Energy Manager V7.3:

SIMATIC Energy Manager expansions Download article no. DVD package article no.
SIMATIC Energy Manager, 3 Web Clients1 6AV6372-2DF27-0AH0 6AV6372-2DF27-0AX0
SIMATIC Energy Manager, 20 Web Clients1 6AV6372-2DF27-0BH0 6AV6372-2DF27-0BX0
SIMATIC Energy Manager, 60 Web Clients1 6AV6372-2DF27-0CH0 6AV6372-2DF27-0CX0
SIMATIC Energy Manager PRO Client2 6AV6372-2DF37-0AH0 6AV6372-2DF37-0AX0
SIMATIC Energy Manager Planning & Forecast3 6AV6372-2DF47-0AH0 6AV6372-2DF47-0AX0
SIMATIC Energy Manager Acquisition Component4 6AV6372-2DF57-0AH0 6AV6372-2DF57-0AX0
1 Maximum 3 / 20 /60 simultaneously logged in users. Can also be used cumulatively.
2 Full-featured SIMATIC Energy Manager PRO Client for configuring the overall system.
3 Extends SIMATIC Energy Manager PRO by the product-plan-based forecast of the energy consumption.
4 Additional acquisition component. By default, an acquisition component acquires measurement values from measuring
points that are located in the same network as the acquisition component. In case of multiple locations it is recommend-
ed to use one acquisition component for each location, depending on the network configuration. Additional acquisition
components are only available in Energy Manager PRO

SIMATIC Energy Manager Software Update Service (SUS)


You can purchase a software update service (SUS) for the basic SIMATIC Energy Manager
software, depending on the total Tag count of your licenses (the 50 tags in the basic package
are excluded from the total tag count). Owners of a genuine software update service
agreement will automatically receive the latest updates for their purchased products or, if the
download variant is ordered, can download these once they are available.

SIMATIC Energy Manager Software Update Service Download article no. DVD package article no.
(SUS)
SUS up to 50 tags and/or 1 consumer package1 6AV6372-2DF00-0CY0 6AV6372-2DF00-0CL0
SUS up to 100 tags and/or 5 consumer packages1 6AV6372-2DF00-0DY0 6AV6372-2DF00-0DL0
SUS up to 500 tags and/or 25 consumer packages1 6AV6372-2DF00-0FY0 6AV6372-2DF00-0FL0
SUS up to 5000 tags and/or 100 consumer packages1 6AV6372-2DF00-0HY0 6AV6372-2DF00-0HL0
SUS > 5000 tags and/or more than 100 consumer pack- 6AV6372-2DF70-0XY0 6AV6372-2DF70-0XL0
ages1
1 The SUS contract runs for 1 year. Unless canceled three months prior to expiration, the contract is automatically extend-
ed by an additional year.

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Concept
2.7 Licensing

Upgrading SIMATIC Energy Manager PRO V7.2 to Energy Manager PRO V7.3
You can upgrade SIMATIC Energy Manager PRO V7.2 to SIMATIC Energy Manager PRO V7.3
with the following licenses. When migrating to the current version, you must consider the
number of tags in your Energy Manager system.

Upgrading SIMATIC Energy Manager PRO V7.2 to Download article no. DVD package article no.
Energy Manager PRO V7.3
Upgrade from systems with up to 50 tags and/or 1 con- 6AV6372-2DF07-3CH4 6AV6372-2DF07-3CX4
sumer package
Upgrade from systems with up to 100 tags and/or 5 6AV6372-2DF07-3DH4 6AV6372-2DF07-3DX4
consumer packages
Upgrade from systems with up to 500 tags and/or 25 6AV6372-2DF07-3FH4 6AV6372-2DF07-3FX4
consumer packages
Upgrade from systems with up to 5000 tags and/or 100 6AV6372-2DF07-3HH4 6AV6372-2DF07-3HX4
consumer packages
Upgrade from systems with > 5000 tags and > 100 con- 6AV6372-2DF77-3XH4 6AV6372-2DF77-3XX4
sumers packages

SIMATIC Energy Manager PRO Consumer


The following licenses provide you with the Consumer Packages, optionally with or without
the SIMATIC S7 Energy Efficiency Monitor.

SIMATIC Energy Manager PRO Consumer Download article no. DVD package article no.
Consumer package 1 including S7 EE monitor1 6AV6372-2DF67-1AH0 6AV6372-2DF67-1AX0
Consumer package 5 including S7 EE monitor1 6AV6372-2DF67-1BH0 6AV6372-2DF67-1BX0
Consumer package 25 including S7 EE monitor1 6AV6372-2DF67-1CH0 6AV6372-2DF67-1CX0
Consumer package 1 excluding S7 EE monitor 6AV6372-2DF77-1AH0 6AV6372-2DF77-1AX0
Consumer package 5 excluding S7 EE monitor 6AV6372-2DF77-1BH0 6AV6372-2DF77-1BX0
Consumer package 25 excluding S7 EE monitor 6AV6372-2DF77-1CH0 6AV6372-2DF77-1CX0
1) The license number on the certificate is used to activate the S7 energy efficiency monitor. One license certificate is re-
quired for each machine.

SIMATIC Energy Manager TRIAL


90-day test version with full functionality, including production-plan-based forecast.

SIMATIC Energy Manager TRIAL Download article no. DVD package article no.
SIMATIC Energy Manager Basic/PRO TRIAL Download via Customer Sup- 6AV6372-2DF17-3AX0
port Portal

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Energy data management with SIMATIC Energy
Manager 3
3.1 Monitoring

3.1.1 Basics of Monitoring

Definition
An important component of energy data management is the display of operating data and
performance indicators as well as the monitoring of limits. Meaning performance
indicators can only be calculated if the data quality is good.

Options in Energy Manager


With the monitoring of Energy Manager, you have a fast and straightforward way to keep an
eye on the energy and consumption data of your company. Energy Manager offers the
following options for displaying and evaluating operating data and performance indicators:
• Current values for display of the current situation.
• Historical as a basis for comparisons and analyzes.
Energy Manager has the right tool for every type of application: You can, for example, display
current and projected operating values together in one chart. Relate produced quantities,
consumption, and costs, for example, in a report. Have the relevant data of your company
displayed in a widget dashboard. Use online monitoring to monitor the current values of the
data points and display these values in a chart.

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Energy data management with SIMATIC Energy Manager
3.1 Monitoring

Implementation in Energy Manager


Energy Manager Basic comprises engineering in the web with limited functions.
Energy Manager PRO offers you the full range of functions of the energy management
system in the Energy Manager Web Client as well as in the Energy Manager PRO Client.

See also
Online Monitoring (Page 33)
Chart (Page 27)
Widget dashboard (Page 29)
Basics of Data Management (Page 117)

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3.1 Monitoring

3.1.2 Chart

Definition
The chart shows current or historical data. The values of different performance indicators can
be displayed as trends at the same time.

The display can be configured for each trend individually, for example, as bars, lines or
points. Two x axes for comparisons over time and up to five y axes are available. The zoom
function helps you to keep an overview in case of comprehensive data.

Using a chart
The trends in a chart are scaled automatically and can be displayed on multiple axes. This
allows you to easily compare trends from different value ranges. In addition to the graphical
representation, the strengths are the ability to analyze the dependencies of various operating
data, such as quantity produced, as well as planned and actual energy consumption.

Recommended uses
Use the chart for quick visualization of the recorded measurement values or performance
indicators directly in the Energy Manager Web Client (alternatively in the Energy Manager
PRO Client). Adapt the time range you want to display with the options at any time. Violated
plausibility criteria for individual values (both high and low violations) are indicated directly in
the trends. Comment the trends directly in the chart. Export the values of the measurement
series as a CSV file.

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Energy data management with SIMATIC Energy Manager
3.1 Monitoring

Additional functions
Charts in Energy Manager have many other functions:
• Comparison of the selected time range with a defined time range or a time range shifted
by a fixed time period
• Configuring plausibility criteria for each value series
• List in table form with all values that violate the plausibility criteria.
Access this list from the "Alarms" tab.
• List in table form with all values that are commented on
Access this list from the "Comments" tab.
• Display of all values in a matrix
Access this matrix from the "Values" tab. The matrix for a chart cannot be configured. You
can find more information on this in the "Matrix (Page 94)" section.

See also
Basics of Monitoring (Page 25)
Chart (Page 93)

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3.1.3 Widget dashboard

Definition
Historical energy and plant data as well as key performance indicators are shown in the
widget dashboard by means of predefined widgets that are clearly arranged on one single
page. The dynamic time range selection guarantees full flexibility for the visualization.
Widget dashboards are designed for display in the Web or on mobile devices and can
therefore only be configured in the Energy Manager Web Client. You can create multiple
widgets in one dashboard and thus combine the widgets into a complete visualization of your
production.

Using a widget dashboard


With a widget dashboard, you will never lose track of your production and consumption data:
Thanks to the easy navigation and layout, you can easily connect multiple widgets as well as
widget dashboards for maximum transparency. Detailed displays for a production location are
possible, and multiple production locations can be combined to provide better overview and
control. Typical applications are the display of important performance indicators such as
consumption or unit costs. Overviews of weekly or monthly consumption can also be
displayed.

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Energy data management with SIMATIC Energy Manager
3.1 Monitoring

Configuring a widget dashboard


You create objects of the type "Dashboard" in the Energy Manager Web Client. The content
of each widget dashboard can be configured by using the different widgets: You select
the widget you need for each widget dashboard from a selection of 15 different widgets.
Depending on the widget, you must assign one or more data points to the widget.

Statistics functionality
Dynamic statistical functions enable flexible energy analyses in the widget dashboard
(alternatively in the chart object in the Energy Manager PRO Client). The following statistical
functions are available:
• Histogram: Widget dashboard in the Energy Manager Web Client or in the chart of the
Energy Manager PRO Client
• Linear regression analysis: Widget dashboard in the Energy Manager Web Client or in the
chart of the Energy Manager PRO Client
• Gaussian bell-shaped curve: Chart of the Energy Manager PRO Client

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Energy data management with SIMATIC Energy Manager
3.1 Monitoring

• Box plot: Chart of the Energy Manager PRO Client

The histogram divides the total value range of the values into 20 equal sized intervals and
provides the number of values located within each interval. This yields a frequency
distribution of the values. In addition, statistical values such as minimum, maximum, median,
average and standard deviation are displayed in the histogram.
The goal of the linear regression analysis is to establish a linear correlation between the
values on the x axis (production) and the values on the y axis (consumption). The x values
and their associated y values are displayed in the chart, and a straight line is drawn through
this scatter plot in such a way that the quadratic distances from each point are minimal. The
linear equation can also be seen.

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Energy data management with SIMATIC Energy Manager
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As soon as you use multiple data points or key performance indicators in a widget, the
histogram and the linear regression analysis are available as separate tabs in the respective
widget.

See also
Basics of Monitoring (Page 25)
Performance Indicators (Page 36)
Widget dashboard (Page 71)

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3.1 Monitoring

3.1.4 Online Monitoring


Online Monitoring enables you to display data points of Modbus devices and OPC channels in
real time.

Configuration
Under "Configuration", configure the Online Monitoring. You can activate the following
functions for each data point:
• Display in chart: The corresponding data point is displayed in the Online Monitoring chart.
You can activate this function for a maximum of 10 data points at the same time.
• Archive data: The values of the data point are saved for Online Monitoring for 62 days.
Historical values are displayed in the chart only for these data points. When you deactivate
this function, already archived data are not deleted.

Note
A maximum of 1000 data points per acquisition component and a maximum of 25 data
points per device can be simultaneously archived.

The data points are displayed in tabular form:

The table contains the following six columns:

Column Function
Name Name of the data point
Unit Unit of the value of the data point
Value Current value of the data point
This value is updated in the acquisition cycle of Online Monitoring.
Show in chart: If this option is selected, the corresponding data point is shown in the Online Moni-
toring chart:
Archive data If this option is activated, the values of the corresponding data point is saved for 62
days.

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Energy data management with SIMATIC Energy Manager
3.1 Monitoring

Chart
The data points selected under "Configuration"are graphically displayed under "Chart".

Figure 3-1 Online monitoring

Note
If you select a time period with a large number of measured values, loading the chart make
take a considerable amount of time.

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Energy data management with SIMATIC Energy Manager
3.2 Controlling

3.2 Controlling

3.2.1 Basics of Controlling

Definition
Effective energy controlling is based on information of when and where energy is required.
This is the only way that detailed information about optimization and potential savings can
be provided. In addition, reliable performance indicators form the basis for reports, such as
those required for implementation of ISO 50001 requirements.

Controlling in Energy Manager


Energy Manager is the tool that effectively supports you in your controlling tasks:
• User-configurable balance calculation of the energy flows of different media such as
electricity, gas, or steam, from the main supply down to sub-distribution systems.
• Determination of performance indicator values with direct reference to production, for
example, batches or quantities for energy-related evaluation of production equipment.
• Evaluation of the energy purchase invoice of various media by entering counter readings,
power and calculation parameters.
• Target-performance-analysis of energy consumption and costs according to predefined
reference profiles or parameters.
• Determination and display of statistical parameters such as time lines, distribution of
hours or degree day figures.
For the display, you use the automatic reporting of Energy Manager: The information is
displayed in Microsoft Excel or Microsoft Word and can be prepared for an overview as a table
or diagram. In this way, you generate, for example, monthly reports with current figures in
Microsoft Excel, Microsoft Word or PDF format without additional configuration effort. You
can find further information in "Calculation level 3 (report template) (Page 119)".

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Energy data management with SIMATIC Energy Manager
3.2 Controlling

3.2.2 Performance Indicators

Introduction
Performance indicators are an essential component of energy controlling. Based on a few
selected KPIs, the energy manager should be able to estimate the overall energy situation.
Generally, a distinction is made between a one-time analysis and a continuous controlling
process for controlling:
• Analysis: Calculation of levels of efficiency or efficiency indicators
• Controlling process: Comparison of consumption figures or costs, e.g. based on the
previous month

Examples of typical controlling reports


The following figure shows a monthly report that compares the costs of the current period
with those of the last period. The period for the previous year is also shown. The objective of
the report is to provide the user with an overview of the costs and to point out possible
irregularities.

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3.2 Controlling

Pure consumption or cost performance indicators can only be checked approximately for
correctness. With Energy Manager, you can set the performance indicators for consumption
and costs in relation to the production data. In this way, you obtain significantly more
meaningful performance indicators, which you can also compare efficiently across various
time ranges.
The following figure shows the energy consumption per ton. The different time ranges
"Week", "Since beginning of month" and "Since beginning of the year" provide quick
information of possible deviations. In this instance, the energy consumption per ton has
already exceeded the current monthly and average annual value after one week. Thanks to
this overview, measures can be taken promptly; e.g. the technical monitoring of the
consumers.

See also
Calculation of Plant Efficiency (Page 38)
Specific Performance Indicators (Page 40)
Widget dashboard (Page 29)

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Energy data management with SIMATIC Energy Manager
3.2 Controlling

3.2.3 Calculation of Plant Efficiency

Introduction
Performance indicator values related to efficiency are important for realizing an increase in
the efficiency of energy generation and energy distribution systems. Due to the flexibility of
Energy Manager, plant-specific characteristic curves can be generated and the performance
indicators calculated accordingly in the system can be displayed.
The following figure shows how the efficiency of an air compressor is verified using the
compressor-specific characteristic curve.

Example of efficiency calculation


With the help of the above figure, one can easily see that two of the three compressors are
generating the required compressed air less efficiently. In particular, "Compressor 1" is very
inefficient, such that replacement with a more efficient compressor makes sense. The
efficiency of "Compressor 3" is only marginally in the poor range. Therefore, a check for leaks
can be performed as an initial measure.

See also
Specific Performance Indicators (Page 40)

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3.2 Controlling

3.2.4 Benchmarking / Targeting

Introduction
The comparison of data (benchmarking) taking target figures into account (targeting)
provides information about one's own energy situation. Usually plant components or
different locations are compared with each other. A location working at an especially high
level of efficiency could be defined as a target figure for the other locations, for example. A
statement on achieving targets is very important for the energy manager and for the
management.

Example
The figure below shows a comparison of consumption data for two months taking into
account target figures.

You can find a detailed example of the use of benchmarking and targeting under
"Sustainability - Emissions (Page 44)".

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Energy data management with SIMATIC Energy Manager
3.2 Controlling

3.2.5 Specific Performance Indicators

Introduction
The calculation of the plant characteristic curve resulting from the regression analysis of
consumption and production output can be used both for forecasting and for baseline
management.
Specific influencing factors can be taken into account by standardizing performance
indicators, through which some performance indicators are only then meaningful.

Baseline and forecasting tool


The following figure shows a report in which the energy costs and consumption per unit of
production are displayed. The regression analysis at the top right shows the relationship
between consumption and production.

With the help of the regression analysis, a linear relationship between production and
consumption is established. The calculation of the plant characteristic curve can be used both
for forecasting and for baseline management.

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3.2 Controlling

Normalization of performance indicators


When climatic conditions such as temperature or air humidity are considered, pure
performance indicators quickly lose their significance. Without standardization, energy
consumption can only be compared in a limited way. Energy Manager supports the time-
independent calculation of performance indicators on the basis of recorded measurement
values. Energy Manager performs the normalization. The results are output directly in the
report.
The figure below shows the normalization using "Degree days", which plays a role in building
management, for example. More heat is used in winter than in summer. An examination of
the average degree days over a year and the related heating costs can provide the necessary
arguments for investing in building insulation.
When comparing efficiency the different climate conditions must be considered if production
sites are located in different climate zones. The daily temperature figure plays an important
role as a reference value.

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3.2 Controlling

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Energy situation
Reports are often used to provide an overview of the energy situation. The following figure
shows an overview of the energy sources used and the level of CO2emissions.

It is quite clear from this example that electricity represents a significant portion of the costs
as well as CO2 emissions. However, the consumption data shows that basically only four
energy sources are used. With regard to consumption, electricity is relatively expensive. A
change of energy supplier can, for example, be a first measure.

See also
Sustainability - Emissions (Page 44)
Batch-related Energy Evaluation (Page 46)
Performance Indicators (Page 36)
Calculation level 2 (MEVA concept) (Page 118)
Prediction based on production plans (Page 59)

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3.2.6 Sustainability - Emissions

Introduction
Legal requirements often make testing or monitoring and periodic reporting of emissions
necessary. Company-wide transparency through continuous energy and material accounting
of energy production and energy consumption equipment is therefore necessary.

Sustainability
In times characterized by the coming climate crisis and the extinction of species,
sustainability is becoming increasingly important. In addition to pure energy consumption,
Energy Manager can also acquire additional data for environmental reports. Carbon dioxide
and nitrogen oxides pollute the environment, and professional disposal and solid waste and
wastewater incurs additional costs. An overview of all emissions is a basic requirement for
defining measures to reduce them and to subsequently implement these measures.
The figure below shows the percentage change of the consumption per energy source and
emissions compared to the previous year. Energy Manager can illustrate these changes for an
individual location up to an entire group of companies.

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Example of CO2 emissions and emissions trading


The emission of the greenhouse gas CO2 is currently of public interest. Exceeding of legal
limits may require the purchase of emissions allowances and thereby resulting in additional
costs. A cumulative display up to middle of the year sheds light on the current emission
situation.

The analysis clearly shows that, although emissions have decreased over the previous year,
they are still well above the targets. Based on this evaluation, the following actions are
possible:
• Adjust the production portfolio and quantities to the new framework conditions.
• Promptly purchase emissions certificates.

Implementation in Energy Manager


The calculation of emissions is performed in Energy Manager in the following way: Create a
parameter for each energy source which contains an emission equivalent. Using a simple
multiplication you obtain, for example, the amount of CO2 emitted per kilowatt hour
consumed.

See also
Benchmarking / Targeting (Page 39)

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3.2.7 Batch-related Energy Evaluation

Introduction
If the energy consumption depends on the product being produced and several product lines
are being produced in one plant, an energy assessment of the production equipment based
on the batches produced can be useful. With the batch analysis in Energy Manager PRO, you
determine the energy consumption of a product per batch - even across multiple equipment
units within a production process. You can break down and compare the energy consumption
and the associated costs by batch, product, and equipment.

Implementation
You display your equipment in [Link] in the Energy Manager and define the products and the
energy sources involved. The batch ID must be provided by the subordinate system. Start and
end dates are defined by changing the batch ID. In the Energy Manager, this data is typically
transferred to [Link] in 1 or 15-minute cycles. You can view the batches in [Link] in the
Energy Manager and directly calculate the performance indicators, if required.

Implementation in Energy Manager PRO


The following figure shows a listing of batches for a plant unit in Energy Manager PRO as well
as the resulting batch report with plant areas, batch ID, batch duration, and energy
consumption per plant unit. Numbers and texts are supported as batch ID.

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Implementation in Energy Manager Web


The following figure shows a listing of batches for a plant unit in Energy Manager PRO Web as
well as the resulting batch report with plant areas, batch ID, batch duration, and energy
consumption per plant unit. Numbers and texts are supported as batch ID.

The following figure shows the chart with the KPIs of all batches in the selected period. Each
KPI is shown as a line between the start time and end time of the batch. The chart can show
up to 10 KPI trends.

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3.3 Status-related energy data management

3.3 Status-related energy data management


In the past, energy data management has focused mainly on infrastructure. With status-
related energy data management, the focus is on the consumer – the machine.
So that machine efficiency can be increased, it is necessary to examine energy consumption
in relation to machine statuses. This is the only way in which conclusions can be drawn about
the efficiency of the machine as well as the efficient operation of the machine.
A preliminary calculation of the energy consumption for each status can be made in the
upstream system (S7 Energy Efficiency Monitor) as well as in Energy Manager PRO. Status-
based energy data management is only available in Energy Manager PRO.
The following figure shows the principle mode of operation.

This yields the following advantages:


• Standard, comparable efficiency indicators of machines / lines / PMU
• Display of energy consumption and costs on machine level and cost center level
• Energy consumption and costs per workpiece, shift
• Benchmarking of same machines/workpieces from different manufacturers
• Evaluation of consumption in relation to operating behavior (value adding / not value
adding)
• Information on whether a machine is inefficient in a specific operating state (benchmark)
• Basis for optimizing the method of machine operation with respect to energy

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3.4 Cost-center-oriented accounting

3.4 Cost-center-oriented accounting

3.4.1 Basics for Accounting with Cost Center Distribution

Introduction
Clear allocation creates awareness for saving energy and regulates accountability. Only those
who are charged directly with the costs that they cause will be willing to change their
behavior. By allocating costs according to the "costs-by-cause principle" and through
incentive systems, cost center managers can accelerate energy-saving measures.

Application
Heterogeneous system environments or mature corporate structures often stand in the way
of costs-by-cause energy cost allocation.
Energy Manager enables costs-by-cause accounting of energy and material flows and
allocation to individual cost units or products.

① Calculation of consumption data of individual media. Energy requirements and losses are also calculated and appor-
tioned according to energy consumption.
② The recorded consumption values are assigned to a cost center according to predefined percentage consumption
keys. The costs are calculated during the breakdown.

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3.4.2 PAYG

Introduction
PAYG is usually allocated according to either cost or consumption:
• Costs - energy costs can be lowered by switching the energy supplier
• Consumption - energy consumption can be lowered by using more efficient equipment

Example of PAYG according to consumption


The following example shows the consumption of water and power. The consumption data is
distributed proportionally to three cost centers, RU1 to RU3. In addition to the pure
consumption data, the electrical energy for the pump and feed losses should also be
apportioned depending on the consumption.

In the report, Energy Manager provides an exact breakdown according to media and the plant
components. The resulting costs can be easily determined based on the consumption figures.

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Example of PAYG by costs


In the following example, the energy consumption of two factory halls is broken down based
on cost center. Counters 1 and 3 are installed in the factory halls. Counter 2 is mounted on
the main distributor, which supplies both factory halls with electricity.
The distribution keys are often specified by management and are subject to change during
the course of a business year. Energy Manager saves changes to the calculation logic
automatically. Access to existing distribution keys is possible at any time.

For various reasons, not all consumptions are acquired. The missing consumptions are
proportionally assigned to the individual cost centers with the help of a correction factor.
In the report, Energy Manager provides a detailed breakdown of the costs for the two factory
buildings depending on the distribution keys, such as the monthly consumption.

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3.4.3 Export of the Data to ERP


SIMATIC Energy Manager PRO provides the data of one or more cost centers via an XML file
for an ERP system, such as SAP. To use the XML file in the ERP system, the XML file must be
converted into a compatible format.
Configure the data required for SAP such as source cost centers, destination cost center,
activity type and domain in the Energy Manager PRO Client.

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3.5 Baseline management

3.5 Baseline management


The ability to calculate performance indicators is a core task of an energy data management
system. However, even if performance indicators are available, the user often still has to
interpret them.
With baseline management, a model is formed based on historical data, which can calculate a
theoretical energy consumption (baseline) at any time.
This theoretical energy consumption serves as a default value for energy monitoring or
energy controlling. Thus, it is possible for the user to recognize at any time whether the
actual energy consumption is above or below the calculated theoretical consumption. If the
cumulative deviation of these two values over time is examined, it is possible to recognize
whether the efficiency of a plant has deteriorated.

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3.5 Baseline management

Implementation in Energy Manager


The baseline management in Energy Manager consists of two phases:
1. Analysis of data in a past time period
2. Determination of the baseline based on the current actual energy consumption
In the analysis phase, the relationship between the actual energy consumption of a plant and
the parameters that influence the energy consumption is established with the help of a
regression analysis. The result is a mathematical model that can be used to calculate the
theoretical value for the energy consumption.
In baseline management the mathematical model is applied to the current ACTUAL energy
consumption, and the current theoretical energy consumption calculates the baseline. The
baseline and the real ACTUAL energy consumption can then be compared with each other.
Baseline management is implemented using the "Multi-variable regression analysis" widget.
Alternatively, baseline management in the Energy Manager PRO Client can also be
implemented conventionally using performance indicators and parameters in a chart, and the
results are output in a report.

See also
Multi-Variable Regression Analysis ([Link]) (Page 84)

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3.6 Planning and Prediction

3.6 Planning and Prediction

3.6.1 Basics of Planning and Projection

Introduction
Planning and prediction are preconditions for effective and sustainable energy management.
Sustainable energy management is enabled through the accurate forecast of the energy
demand and the load curve for one or more sites, buildings, production areas or individual
consumers.
The exact planning of the energy requirement for a specific time period returns
procurement benefits due to the tiered tariff systems of the energy providers. A financial
benefit can be achieved under the following circumstances:
• The difference between expected consumption and actual consumption within a defined
period of time remains low
• Load peaks are shifted to times when power generation is cheaper.
With Energy Manager you have all relevant information at your fingertips.

Requirements for an energy management system


Load peaks in industrial plants are largely determined by production and its shift or product
cycles. The prediction methods can vary in different equipment units: An energy
management system must have different methods for predicting; only then are accurate
predictions possible.
• In a pulp mill, for example, predictions are usually made based on production quantities.
The shredder and waste paper units are only in operation as required, which is why
forecasting is based on production plans.
• By contrast, shift schedules are used for predictions in the automotive industry.

Implementation in Energy Manager


Energy Manager supports the following methods for planning and forecasting:
• Linear regression analysis: In the "Multi-variable regression analysis" widget or in the chart
of the Energy Manager PRO Client
• Production plans: With SIMATIC Energy Manager PRO Planning & Forecast option
• Comparison days and shift model: Only in the Energy Manager PRO Client
The forecasts can be compared with the actual data in future analyses.

See also
Prediction based on regression analysis (Page 57)
Prediction based on production plans (Page 59)
Prediction based on shifts (Page 60)

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3.6.2 Prediction based on regression analysis

Introduction
In forecasting based on regression analysis, only the total energy consumption of the overall
production is determined. There is no breakdown of the amount of energy consumed by the
individual products.

Implementation in Energy Manager


Forecasting based on the regression analysis is implemented as in baseline management with
the "Multi-variable regression analysis" widget. The only difference is that in the forecast
based on regression analysis, the mathematical model from the analysis phase is applied to
future planned values. In the forecast based on regression analysis, the same parameters that
influence the current energy consumption also influence the future energy consumption.

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Alternatively, forecasting based on regression analysis in the Energy Manager PRO Client can
also be implemented conventionally using performance indicators and parameters in a chart,
and the results are output in a report.

See also
Basics of Planning and Projection (Page 56)
Multi-Variable Regression Analysis ([Link]) (Page 84)

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3.6.3 Prediction based on production plans


The production planning-based forecasting method is based on the results of the batch
analysis in which you determine the material characteristic via the regression analysis
y = k • x + d. This requires that a stable relationship exists between the energy consumption
and quantity/amount being produced.
You obtain the values for k and d from a batch analysis (material characteristic), x stands for
the quantity/amount. y is the future energy consumption.
The production plan defines which product is produced and in which quantity. For each
product, corresponding product parameters (k and d value) are defined for each medium.
Energy Manager PRO also supports you in calculating the product parameters. Based on the
amount to be produced and the duration, you can also determine the amount produced per
hour.
The production plan is made available with the SIMATIC Energy Manager PRO Planning &
Forecast option.

Implementation in Energy Manager PRO


You define the production plan either directly in the Energy Manager PRO Client or by means
of a predefined MS Excel file.

See also
Specific Performance Indicators (Page 40)
Basics of Planning and Projection (Page 56)

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3.6.4 Prediction based on shifts


Forecasting based on shifts or the comparison day principle uses shifts or type days that are
analyzed over a reference time period from the past, such as a quarter. In this analysis phase,
you determine the average energy consumption per shift or day at a user-definable cycle, for
example, 15 minutes or 1 hour.
The energy demand is calculated depending on the scheduled type days and associated plant
operating times.
• Examples of type days: Workday (8 hours), workday (6 hours), workday (10 hours),
holiday
• Examples of shifts: Morning shift, evening shift, night shift, special shift
Type days are usually planned on a weekly basis, a flexible schedule without committing to
an entire week is also possible. Holidays and other non-working days are automatically
considered.
You can always keep the forecasts up-to-date with the help of a calendar, for example, by
changing the type days or by moving them to other days of the week.

① Profile definitions based on a calendar week with predefined type days.


② Calendar for clear display and adjustment similar to the MS Outlook calendar management.

To provide a uniform basis for comparison, the forecast result can also be corrected to
compensate for production data or temperature effects. The evaluation of the prediction
quality – the comparison with the actual data – concludes the prediction. The result can
affect the next prediction.

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Implementation in Energy Manager PRO


You define comparison days and shift models directly in the Energy Manager PRO Client by
creating shifts, type days and profiles.

See also
Basics of Planning and Projection (Page 56)

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3.7 Management of energy efficiency measures

3.7 Management of energy efficiency measures

3.7.1 Basics of Energy Efficiency Measures


ISO 50001 requires, among other things, the definition of energy efficiency improvement
measures and their evaluation. ISO 50001 requires the tracking of energy efficiency
improvement measures after they are implemented.
One task of the energy manager is to display the estimated saving potential. With
consumption and costs, emission savings are also a relevant factor. For a cross-location
analysis, it is therefore often necessary to evaluate measures separately according to
locations or business units.
Energy Manager PRO is the tool for meeting the increased requirements: With Energy
Manager PRO, the planned energy efficiency improvement measures are entered directly in
the Energy Manager PRO Web or in the Energy Manager PRO Client. The automatic reporting
of Energy Manager PRO ensures the easy-to-understand, cross-location display of planned
energy efficiency improvement measures.

See also
Energy efficiency measures (Page 98)

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3.7.2 Implementation in Energy Manager

Views on energy efficiency measures


Depending on their roles in the company, only certain aspects of the planned energy
efficiency measures may be relevant to the persons responsible. Examples are the planned
CO2 reduction or the payback period.
In order to hide measures that are not relevant for the user, filters (referred to as views) can
be created.
The filter options that can be combined include, for example:
• Payback period
• Status
• Region or Business Unit
• Planned savings
• Planned CO2 reduction
• Planned investment costs

Evaluating Measures
A predefined module of the automatic reporting of Energy Manager PRO is available for
evaluating the energy efficiency measures. The energy efficiency measures can therefore be
presented in table. The reports are based on the views created of the energy efficiency
measures.

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Benefits
Thanks to the predefined modules of the automated reporting, the measures can be quickly
prepared and displayed in a way suitable for management. Comparability between the
locations or business units with regard to the planned or executed energy efficiency
measures is therefore possible.
The generated reports can be used as an overview, as a basis for decision making or as proof
of completed measures, for example.

Another evaluation method is the prioritization of energy efficiency measures based on


predefined categories. Based on factors such as investment, planned savings and
CO2reductions, the results may vary greatly – but there may also be some potentials.

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3.8 Data provider

3.8 Data provider


You can make the data points in your Energy Manager system accessible to other programs
and systems. In Energy Manager, you make the data points available via an OPC UA server.
The OPC UA server is configured via the Energy Manager Web Client.

Security
You can ensure the security of the provided data with various options.
Various security profiles are available to ensure connections with the OPC UA server:
• Basic 128 RSA 15
• Basic 256
• Basic 128 RSA 15
• AES 128 SHA 256 RSA OAEP
• Basic 256
• Basic 256 SHA 256
You can also select the "Enable user name user identity" option. If this option is selected, only
users who identify themselves as users of their Energy Manager system on the OPC UA server
can access the data points.
In this case, the OPC UA server only provides the user with the data points that the user can
view in Energy Manager.

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SIMATIC Energy Manager Web Client 4
4.1 Comparison Energy Manager Basic with Energy Manager PRO
Web
The Energy Manager Web Client is a browser-based user system of the
SIMATIC Energy Manager energy data management system. SIMATIC Energy Manager Basic is
a version of Energy Manager PRO Web (Energy Manager Web Client of the
Energy Manager PRO) with limited functionality.
The following table gives you an overview of the available functions or restrictions in
Energy Manager Basic compared to Energy Manager PRO Web:

Note
Entries in the Energy Manager Basic column also apply to Energy Manager PRO and are not
explicitly listed again.

Function Energy Manager Basic Energy Manager PRO Web


Energy efficiency measures Not available Creating an energy efficiency measures
object
Creating and evaluating new energy
efficiency measures
Generating reports with EE measures
Widgets All widgets except "Map" widget All widgets including "Map" widget
Data sources An automatically pre-installed acquisition com- Possibility to create additional acquisi-
ponent tion components
Data channels/interfaces Creating new interfaces of the type: Creating additional interfaces, e.g.:
• OPC UA, OPC HDA, OPC DA • OLE DB
• WinCC • Machines
• Energy Suite • sFTP, FTP
• Modbus • S7
• sFTP, FTP You can find additional information
about the various interfaces in the
• Desigo CC manual "SIMATIC Energy Manager PRO
• ASCII V7.2 - Operation".

File management Not available Adding external files


Option to download files from and
upload files to the Web Client
Authorization concept Creating new users and assigning these users Creating new domains, user groups and
to predefined user groups functional groups
Defining the authorization level when creating Managing assigned rights
new folders
S7 Energy Efficiency Monitor Not available Connection of the S7 energy efficiency
monitor over the machine interface

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4.2 Access to the Energy Manager Web Client

Function Energy Manager Basic Energy Manager PRO Web


Planning and forecast Not available Forecast based on production plans and
shifts
Login Login with user name and password Login via "Single Sign On" is possible

You can find additional information on the functionality of Energy Manager Basic and PRO in
the operating manual "SIMATIC Energy Manager Basic/PRO V7.3 - Operation".

4.2 Access to the Energy Manager Web Client


The Energy Manager Web Client can be opened via any standard Internet browser. After
entering the URL, the input screen of the Energy Manager Web Client opens.
Users log in to the Energy Manager Web Client with their Energy Manager user name and
password. This ensures that only authorized users log in:

Additional information
You can find additional information about SIMATIC Energy Manager on the Internet
([Link]

See also
Chart (Page 27)
Widget dashboard (Page 29)

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4.3 General Functions

4.3 General Functions


Energy management made easy This was the motto behind the development of the Energy
Manager Web Client and its functions such as the widget dashboard.
After login to Energy Manager Web Client, you are taken directly to the home page defined
for you. In Energy Manager Basic each logged in user has the same home page. In
Energy Manager PRO Web you provide contents of the Energy Manager PRO Client selected
via the Internet / intranet to a predefined group of users, such as the energy manager of
individual production areas or to an operator, who enters the measurement data.
A widget dashboard is frequently displayed after the login because it quickly provides an
overview of the energy situation of the company.

Navigation
In general, different navigation options are available. In the window pane on the left
(navigation area), the available objects are shown either as so-called Quicklinks or as
elements in a tree topology. For daily work, the quick links are very helpful because you can
retrieve the desired information with a single click. You can create a quick link to reports,
charts or dashboards and use them to directly call the corresponding object. The window
pane on the right (detail area) displays detailed information of the selected object.

① Navigation area
In the navigation area, select the objects you want to view or edit. Use the menu or quick links to navigate. The
navigation options available depend on your user rights.

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4.3 General Functions

② Detail area
In the detail area, widget dashboards and objects such as reports or charts are displayed. The selection in the navi-
gation area determines which objects are displayed.

The widget dashboard offers another navigation option in which you can switch between
dashboards.

Tasks
You use the Energy Manager Web Client for the following tasks:
• Create and configure dashboards
• Create and configure reports and start new reports
• Create charts and configure charts
• Create and configure manual data acquisition (matrix)
• Create and configure folders
• Customize system structure
• Access documents and upload new documents to the Energy Manager database
(Energy Manager PRO)
• Create, edit and view energy efficiency measures
• Create and configure data sources, data points, parameters and key performance
indicators
• Configuring your Energy Manager system settings
• Configuration of the OPC UA server for providing the Energy Manager data points

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4.4 Editing mode

4.4 Editing mode


Manage the system structure of your Energy Manager Web Client in editing mode. The
editing mode includes the shortcut menu and the configuration tools.

Shortcut menu
You create folders and analysis objects using the shortcut menu. The following objects,
including folders, are analysis objects:
• Dashboards
• Reports
• Charts
• Matrices
• Folders

To configure the analysis objects, an edit symbol is displayed in edit mode instead of the
shortcut menu symbol.

Configuration tools
Move and structure the objects as you wish using the configuration tools. The following
functions are available:
• Move up and down
• Cut
• Copy
• Paste

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4.5 Widget dashboard

4.5 Widget dashboard

4.5.1 Data analysis in the widget dashboard


Plant and measurement data are visualized in the widget dashboards via so-called widgets. To
present a desired information at a glance, the existing widgets can be used in the widget
dashboard, depending on the application. You have the option of connecting or linking
individual widget dashboards (e.g. location-specific dashboards) to switch between
dashboards with just one click.

An analysis function is integrated in the widgets that display values. Because the analysis
requires a certain amount of space, the widgets offer a zoom function for the desired object
(magnifying glass symbol in the upper right corner). Next to the magnifying glass symbol you
can see the link symbol that you use to switch to another widget dashboard.
The same analysis information is available for each type of widget that displays performance
indicators or time series as is shown in the figures below based on the Chart widget.
The first available analysis is the frequency distribution (histogram). Here, the difference
between the minimum and maximum value of the data point during the analyzed period is
divided into 20 areas of equal size, and the number of values is determined for each area.

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4.5 Widget dashboard

The following statistics information is also displayed: minimum, maximum, mean, median
and standard deviation. The median is determined by sorting the time series by magnitude.
The value in the center represents the median. The standard deviation provides you with
information on the size of the dispersion of the value. If the consumption is almost constant,
the standard deviation is also very low. If consumption fluctuates strongly, the standard
deviation is also large.
If multiple data points are configured in a widget, you can switch to the frequency
distribution of the desired data point with a single click on the legend.

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4.5 Widget dashboard

Widgets that have at least two configured data points offer a second possible analysis – the
regression analysis. Here, the values of two data points are shown in an X-Y diagram. The
trend line describes the relationship of the two data points, which can also be represented
with the formula y = k * x + d. The k factor describes the increase (e.g. how much more
electrical energy is needed if one ton more is produced), and the d factor describes the offset,
or the consumption occurring without any production (intersection with y axis).

The assignment of data points to the x and y axes can be easily defined with a click on the
data point in the legend.
For widgets that display only one value per data point, such as traffic light, gauge or value,
the trend of the performance indicator in the selected monitoring period is shown in the
second tab. The third tab also shows the histogram of the performance indicator for these
widgets.

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4.5 Widget dashboard

4.5.2 Added value of the individual widgets

[Link] Gauge / Traffic Light


The advantage of a Gauge widget over the Traffic Light is that limits can also be recognized
(color change). The limits and colors can be specified during configuration of the widget,
whereby data (if present) from the data point configuration is applied.
With the Gauge widget, the minimum and maximum range can be defined, which forms the
display limit. For the color change, the Min, Min Warning, Max Warning and Max values from
the data point configuration are applied. If no configuration is available, the data point
configuration can be entered in the Gauge element.
The arrow to the left of the Gauge shows the tendency of the displayed value. An upward
pointing arrow indicates that the value has risen. A downward pointing arrow indicates that
the value is less than the previous value. If the arrow points to the right, the value has not
changed.
To the right of the Gauge is the unit that is being applied from the data point configuration.
The value is shown below the Gauge. The number of decimal places displayed can be
configured.

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[Link] Chart
The widget is particularly useful to display the history of, for example, energy consumption or
to recognize relationships.
Additional axes can be created and renamed in the configuration dialog of the Chart widget.
It is also possible to specify the value range of the axes.

Up to ten data points on up to five y axes can be displayed simultaneously in the Chart
widget. Likewise, the data points for two different time ranges (x axes) can be displayed. Two
x axes are used very frequently to compare the current week with the last week.
A zoom function is available: The data can be displayed as a line, bar or area. The histogram
(including statistics) and the regression analysis are available in additional tabs. You can also
export the widget as an image or export the measurement value series it contains as a CSV
file.

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[Link] Pie chart


A distribution can be easily displayed with the pie chart. The name of the data points or
performance indicators can be applied from Energy Manager or changed in the widget. When
you click on a segment, this segment is highlighted and the consumption value is displayed.
Detailed data and statistics information is available in the other tabs.

[Link] Values
Values can be easily displayed with the Values widget. The name of the data points or
performance indicators can be applied from Energy Manager or changed in the widget.
Detailed data as well as statistics information and the linear regression analysis is available in
the other tabs.

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[Link] Table
The table is used to display time series with the corresponding values. If not all the values can
be displayed at once, the values are available on different pages. If a value is outside its alarm
limits, this value is displayed in color. By switching to the next tab you can view the values in
the table in a trend, as histogram as well as the linear regression analysis.

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[Link] Report
So that the user does not have to change to a different view to access an existing report, the
report can be called up directly using the Report widget. If multiple query types are
configured, the user can select the query types in the widget. The user can change the time
period examined with the right and left arrows. If the desired report already exists, the user
can easily open the report as an Excel or PDF file. If the report does not yet exist, the user can
start the calculation.

[Link] Text / Image


Formatted text can be displayed on the dashboard using the Text widget. Additional
hyperlinks can be inserted to go to other web contents.

Images can be displayed using the Image widget. If a button is needed, the widget is also
used. To place a logo on the dashboard, the Image widget can also be used.

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[Link] Heatmap
The heatmap is used to visualize the daily recorded data about, for example, a month. Thus,
you can easily understand what time of day the maximum and minimum values occur. The
display can be optionally configured over 24 hours or over a week.

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[Link] Sankey diagram


The Sankey diagram can be used to show an energy flow diagram, which can be used to
create a quick overview of the overall energy situation. In the Sankey diagram, nodes are
defined that can be connected via links (data points). On the respective link, a tool tip with
the consumption data can be opened by clicking on the tooltip.

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In addition to the graphical display, the overview of all of the links with the corresponding
values can be displayed in a second view.

In the third display, the user gets an overview of the corresponding nodes with the balance
sum of the inputs and outputs, the difference and the relative deviation.

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[Link] Alarm list


When performance indicators are violated, this is indicated to the user via the alarm list. The
user can acknowledge the corresponding messages directly in the widget.
Data points that have violations in the selected time window are listed in the overview
display. In addition to the data point identifier, the number of warnings and the number of
deviations are also displayed. The user can acknowledge all messages in this overview.

Clicking on a data point identifier opens the detail window. The detail window provides the
user an overview of the individual deviations. Each individual message can be acknowledged.

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[Link] Maps
In particular, the Maps widget is well suited for managing multiple locations in a system. The
important performance indicators can be called up and the corresponding location
dashboards can be linked directly on the map.
The focus of the map is always selected in such a way that all of the locations are visible. The
zoom functionality can be used to increase the level of detail.
The Open Street Map is used, which requires an Internet connection.

Note
The "Map" widget is only available in Energy Manager PRO Web.

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[Link] Multi-Variable Regression Analysis ([Link])


The added value of the multivariable regression analysis is that the baseline – the
theoretically calculated value of the energy consumption of a plant, for example – can be
determined using simple means. Thus, the user is always able to evaluate the current energy
situation taking into account the ambient conditions and to take appropriate measures in the
case of deviations.
The widget also allows a view into the future. The ability to predict energy needs is
indispensable, particularly if the goal is to optimize energy purchasing.
When the energy consumption is significantly dependent upon known variables and the
relationship can be determined by a linear regression analysis, the baseline of an energy
consumption can be calculated with the widget. If such a relationship exists, this model can
be used to calculate the theoretical energy consumption. In addition, the energy
consumption can be forecast for the future using the same model. The influencing factors for
the future must be available for this.
A deviation of the actual energy consumption from the baseline can be displayed directly in
the widget. The deviation can be displayed both as an absolute value and as a cumulative
value.
Basically, the multivariable regression analysis widget is an extension of the Chart widget.
The functions of the Chart widget are also available in this widget and expanded to include
additional analytical options.
The first three tabs correspond to the Chart widget.
The baseline and the actual consumption are displayed in the fourth tab. If forecast is
enabled, the forecast based on the forecasted data of the influencing factors is also
displayed.

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The deviation between the baseline and the actual energy consumption is displayed in the
fifth tab. In this tab, too, if the forecast is active, the deviation of the forecast from the actual
consumption is displayed.

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The deviation of the baseline and, optionally, of the forecast is displayed cumulatively on the
sixth tab.

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In addition to the information display, the data points or measuring variables derived in
Energy Manager PRO Client are automatically created directly below the dashboard.

A derived data point with the ending "baseline_deviation" and "forecast_deviation" is created
for the baseline and for the forecast. This data point represents the deviation of the actual
value from the baseline or from the forecast value.
The baseline and the forecast value with the ending "baseline" and "forecast" are created as
measuring variables.

Note
The "Multi-variable regression analysis" widget is only available in Energy Manager PRO Web.

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[Link] Duration curve


The "Duration Curve" widget, or also duration line, displays the measurement values in
descending order in a sorted load curve. Three types of duration curve are available, divided
into the individual tabs.
The first tab shows a duration curve sorted by values. The duration curve shows the course
from the highest to the lowest values in the observation period. The total consumption and
the workload / utilization hours are displayed in addition to the usual statistics. The utilization
hours are calculated from the ratio between total energy consumption and maximum output.

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In the second tab, the duration curve of the n-highest values is shown in the observation
period. The number of the n-highest values is configured individually in the widget
configuration dialog.

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In the 3rd tab, the n-highest values are shown hour-based throughout the day. The user can
thus determine at what time of day peaks occur.

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4.6 Report

4.6 Report

4.6.1 Data analysis in the report


The Energy Manager Web Client gives you access to previously generated reports, which you
can display directly in the browser as PDF preview or download as a file. You can also
generate new reports, for example, from a different time range or with a different query
type.

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4.7 Chart

4.6.2 Creating a new report


You create new reports in the shortcut menu. When creating the report in the Web Client,
you can choose from five report templates that are supplied automatically:
• Balance
• Balance comparing
• Protocol
• Protocol with from/to
• Duration curve

4.7 Chart
In the Web Client, you can quickly and easily map the course of a performance indicator in
charts or compare the progress of the performance indicator with the history of another
performance indicator in a specific period of time. You can adapt configurations at the charts
individually to meet your needs, for example, add additional axes or change the type of chart.
You can find more information on charts in Energy Manager Web under "Chart (Page 27)" in
the "Energy data management with SIMATIC Energy Manager" section.

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4.8 Matrix

4.8 Matrix

4.8.1 Matrix for manual data input


With the matrix you input or output data directly in the browser for a time range configured
under "Options". Input values are automatically transferred to Energy Manager and the
configured limits are checked. Deviations are highlighted in red and their number is displayed
as well. The permitted limits are shown when you move the mouse pointer over the red icon.
You can also import existing measurement values from a file and display the result
immediately.

The matrix in Energy Manager offers the following functions:


• Editing the values in the matrix
• Selection of the displayed time period
• Selection of the displayed cycle
• Comments on the values
• Plausibility check of the values
• Insertion of values using the SIMATIC Energy Manager App

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4.8 Matrix

• Option of transposed display of data


• Representation of the values in a chart
Access this chart from the "Chart" tab. The chart for a matrix cannot be configured. You
can find more information on charts under "Chart (Page 27)".
• List in table form with all values that violate the plausibility criteria.
Access this list from the "Alarms" tab.
• List in table form with all values that are commented on
Access this list from the "Comments" tab.

4.8.2 Mobile data acquisition via SIMATIC Energy Manager app


With the SIMATIC Energy Manager app you can manually read the counter readings with a
mobile device and then transfer them to the Energy Manager for further analyses. The
measurement values are synchronized via encrypted communication (https) with the
Energy Manager. To acquire count values in the Energy Manager app, you need a configured
reading route. You configure this reading route in the Energy Manager.
To configure the reading route, you must create the following objects in the Energy Manager:
• Matrix as quick link
• Data point of the "Counter" category
• Valid counter

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After logging into the Energy Manager app, the app downloads the approved reading routes
from Energy Manager and displays these reading routes. The app also applies the
appropriately configured data points as well as their main plausibility settings. You can also
define an existing folder structure as a route for a reading operation.

See also
Mobile data acquisition (Page 117)

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4.9 Folders

4.9 Folders
Files and objects are created in the Web Client in folders in the navigation area. When you
open a folder in the navigation area, its contents are displayed in the detail area. To view the
content of a folder, the folder must be released for you or you must have the necessary
authorization.

4.10 Files
The browser gives you access to the document management of Energy Manager PRO at any
time. This way you can download, for example, operating instructions, circuit diagrams or
tariff information of the energy supplier. If required, you can upload new documents or
update existing documents.
Data management in the Energy Manager Web Client requires that the corresponding files
are created in the Energy Manager PRO Client. If you want to download a PDF document from
the Energy Manager Web Client, for example, you must first have created it in the
Energy Manager PRO Client.

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4.11 Energy efficiency measures

4.11 Energy efficiency measures


Management of energy efficiency measures is not available in Energy Manager Basic.
The planned energy efficiency measures can be viewed and edited. The measures can be
quickly accessed with the quick links ①. First you see a summary of the individual measures
②.

You create the energy efficiency measures object in the Energy Manager PRO Client. If you
have created the object in the Energy Manager PRO Client, you can also add energy efficiency
measures in the Energy Manager Web Client. When adding new measures, you have the
same setting options as in the Energy Manager PRO Client.

Managing energy efficiency measures


With Energy Manager PRO you keep track of all of your company's energy efficiency
measures:
• All energy efficiency measures of all locations of your company are recorded centrally in
Energy Manager PRO. Each energy efficiency measure can be assigned to a region,
department or even a specific plant.
• Automatic calculation of efficiency based on savings potential and costs of each energy
efficiency measure.
The following key figures are calculated:
– Return on investment (ROI)
– Net present value (NPV)
– Payback period

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• Predefined status for implementation progress of the energy efficiency measures.


• Categorization: Predefined priorities or categories help you to prioritize energy efficiency
measures.
• Calculation of the energy savings, media and CO2 emissions

Evaluating implemented measures


When an energy efficiency measure has been completed, the cost effectiveness must
calculated. For this purpose a comparison of the planned savings and the savings actually
realized based on the actual values is necessary. This data is entered directly in Energy
Manager. The savings are documented in this way and can be output in reports at any time.

See also
Basics of Energy Efficiency Measures (Page 62)

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4.12 Project configuration

4.12 Project configuration


The project configuration provides you with an overview of the acquisition and processing
objects created in your Energy Manager system. The objects are displayed in the detail area as
tiles as well as in the navigation area.
Create the following objects in the project configuration, which you can also reconfigure:
• Data sources
• Data points
• Parameter
• MEVAs / KPIs

The number of available objects is displayed in the detail area in the bottom part of the
corresponding tile.

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4.12 Project configuration

4.12.1 Data sources


In the project configuration you can create new data sources (hardware objects) and data
channels (acquisition channels) and configure them. You can create new data points using
the created data sources and data channels. All data sources and data channels are displayed
in the Energy Manager Web Client in a table.

Note
The creation of new data sources is not available in Energy Manager Basic. Only the
automatically installed data source is available.

The "Manual acquisition" folder is created during installation of Energy Manager; in it, you
only create new manual data points.
You can create and configure the following channel types in the Energy Manager Web Client:
• WinCC
• Modbus
• Energy Suite
• OPC UA, DA, HDA
• Desigo CC
• ASCII

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4.12.2 Data points


You create new data points and configure existing data points in the project configuration. All
data points available in Energy Manager are displayed in the Energy Manager Web Client in a
table.

From this table, you can create new data points, configure, clone or even open the chart of
the data point.
You can create the following data point types in Energy Manager Web:
• External data point
Data point for automatic acquisition
• Manual data point
Data point for manual acquisition
• Derived data point
Data point derived from MEVA/KPI

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Data points in Energy Manager have functions including:


• Plausibility check
For each data point, define limits, gaps, and compare the values with previous values or
other objects.
If a value violates these plausibility criteria, the value is flagged.
• Substitute values
If there is an invalid value or a gap, there is an option to replace these values.
You can choose from the following replacement strategies:
– LRU
Last valid value
– AKS
Replacement by interpolation
– Interpolation
Replacement by linear interpolation with the last valid value
– Substitute value
Value defined in configuration
– Historical value
Average value from the previous period
The length of the period is defined in the configuration.
• Compression
Summarization of the acquisition cycle to other cycles, e.g. hourly or daily values.
• MindSphere
Uploading the values to MindSphere
• Counter
You can find more information on the counter in the following section.

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4.12.3 Counter Management

Definition
In addition to recording just the consumption data the reading of the counter can also be
recorded and stored in the database. The consumption is calculated in Energy Manager PRO
from the difference of the counter readings.

Using the counter management


Many different counters with different counting ranges and characteristics are in use in
industrial plants. Factors such as counter overflows or counter replacement are considered
for correct calculation of the consumption values. Information on installation location and
installation date are required in order to carry out maintenance work on short notice. All
these factors must be considered by energy data management software.

Configuring the counter


In order for Energy Manager PRO to acquire counter values, you create a data point. Then
configure the counter in the properties of the data point. If the counter has already been
operating for some time, simply enter the current reading as the "start value" in Energy
Manager PRO. Even replacing the counter is not a problem with Energy Manager PRO: simply
add the new counter and enter the current reading.

Calculating consumption based on counter readings


To calculate consumption values from counter readings, Energy Manager PRO provides the
option of automatic compression during the measurement value acquisition. You can
generate an additional measurement series based on counter readings at the time of
acquisition, for example, compression to hourly values.

Filtering bad values


Define plausibility criteria for counter values. If a counter value violates these criteria, the
value is filtered and replaced.
The following filter criteria are possible:
• Increment only
Only counter values that are higher than the previous value are valid.
• High and low limit
Counter values outside these limits are invalid.
• Counter difference
High and low limit for the difference between the count value and the previous count
value

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4.12.4 Parameter
In Energy Manager Web Client you can create new parameters in the project configuration
and configure them. Parameters are constants that have different values for different time
periods. Parameters are needed for a variety of purposes, most often for setting the electricity
price. All parameters available in Energy Manager are displayed in the
Energy Manager Web Client in a table.

From this table you can create, configure or even clone new parameters.

4.12.5 MEVAs / KPIs


In the project configuration of the Energy Manager Web Client you can create and configure
new MEVAs / KPIs. You use performance indicators to combine multiple objects, such as
another performance indicator or data points, and create various calculations and results
based on these objects. All performance indicators available in Energy Manager are displayed
in the Energy Manager Web Client in a table.

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From this table, you can create new key performance indicators, configure them or open the
chart in a new window.

Note
A KPI object in the Energy Manager Web Client corresponds to a MEVA from the
Energy Manager PRO Client. The term "performance indicator" comprises both objects.

Creating a new performance indicator


When creating a new performance indicator, you define the formula for calculating the
performance indicator, among other things. You have a selection of predefined functions.
You can also use the "Configurable MEVA" function to combine your own individual formula
with the existing mathematical operators. The order of the objects that are used for the
calculation ensures the correct calculation formula.

You can enter the mathematical operators either manually or via the green buttons. To use
the selected tags in your formula or formula editor, you may:
• Double-click on the corresponding tag in the area on the right.
• Click on the green tag button in the formula editor (x button)
• Manual input of formula editor

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4.13 Settings

4.13 Settings
The settings in the Energy Manager Web Client allow you to configure the most important
system settings of your Energy Manager system.
You can configure the following settings:
• Mail settings
• Account settings
• Web Client settings
• User administration
• Units
• Alarm lists
• Fuse
• Regional settings
• Modbus device templates
• Data provider

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4.14 Notification Center

4.14 Notification Center


The "Notification Center" provides an overview of all generated alarms, warnings and
comments for each asset.
To open the "Notification Center", click on the "Notification Center" icon in the menu bar.

Structure
When you open the Notification Center, you will see an overview of all alarms for each asset.

① The overview shows you how many assets have data points with alarms, warning or comments.
② The asset overview shows you how many alarms, warnings or comments are occurring in an
asset.

To open the detail view of an asset, click on it.

① This area shows all data points with alarms, warning or comments.
② The detail view of the asset shows all alarms.

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You have the following options to filter for specific alarms:


• Filter for alarms during a specific period in the detail view of the asset.

• Filter for type of alarm


– All
Shows all types of alarms.
– Alarms
Shows only alarms.
– Warnings
Shows only warnings.
– Comments
Shows only comments.
• Filter for alarm status
– All
Shows all alarms.
– Confirmed
Shows all confirmed alarms.
– Not confirmed
Shows all not confirmed alarms.
• Filter for alarms at specific data points in the "Data points" area.
When you select a data point, you will see the chart icon in the detail view. To open the
chart of the data point in a new window, click on the icon.

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4.15 Batch analysis

4.15 Batch analysis


With the batch analysis, you determine the resource consumption of a product per batch.
To open the batch analysis, click on the "Batch analysis" icon.

Overview structure
When you open the batch analysis, you will see an overview with the batches as well as their
KPIs.

① Filter options
② Table of batches and KPI values assigned to the asset
You can display up to five KPI values.
③ You can recalculate , edit or delete each batch.

You have the following options to filter the table for displayed batches:
• Filter for batches within a specific period.

• Filter for asset


• Filter for material
• Filter for batch ID

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4.15 Batch analysis

Chart structure
Click on "Chart" to open the chart view.
The chart shows the KPIs of all batches in the selected period. Each calculated KPI value is
shown as a line between the start time and end time of the batch. The chart can show up to
10 KPI trends.

① Disable the option to show the charts with the KPI values calculated for the specific batch period.
Enable the option to show the charts with the shortest possible KPI calculation cycle.
② Filter options
③ Select which KPI charts are displayed.

UC Filter settings Description


1 All assets, materials and batches You obtain an overview of all batches and can export them as a CSV file. You
can analyze the CSV file further in other tools.
2 All assets, materials and batches You gain an overview of the energetic irregularities in selected batches. Sort
the table by unit consumption, select the respective batches in the filter and
switch to chart.
3 One asset, all materials and batches You obtain an overview whether energy consumption depends on the pro-
duced material. To hide individual effects, view all batches during the interval.
Use unit consumption as KPI.
4 One asset, one material and all You obtain an overview as to whether the different batches of a material are
batches produced with equal efficiency in an asset. Use unit consumption as KPI.
5 Individual assets, one material and You obtain an overview of the unit consumption of a product that was pro-
all batches duced in multiple assets at the same time.

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5.1 Energy Manager PRO Client basics

5.1.1 Energy Manager PRO Client as configuring tool


The Energy Manager PRO Client is the Windows-oriented user interface of Energy Manager
PRO, which enables intuitive working. You configure all of the objects you need for energy
data management in your organization in the Energy Manager PRO Client:
• You configure the objects that contain your operating data, such as data points or
parameters. Thanks to the object-oriented approach, you use an object in several places,
such as for calculating performance indicators or in reports. Modifications will
automatically be reflected in all points of application and are simultaneously recorded in
change management - the reproducibility of existing configurations is always assured.
• You evaluate your operating data or performance indicators with the help of reports or the
chart.
• You export operating data in XML or CSV format.
• You configure the interfaces that provide you with operating data, such as Modbus,
WinCC, or OPC. This is completed quickly and easily using a wizard.
The grouped structure and the user-friendly tooltips of the Energy Manager PRO Client ensure
that you easily get the desired result of your configuration.

① Menu bar
The menu bar contains all buttons for system operation organized in categories.

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② Navigation bar and quick search


The navigation bar shows the current position in the project tree in text form.
The quick search is a simple full-text search. The search result is displayed in the detail area ③.
When you click on the search result, the position of the search result in displayed in the project tree ④.
③ Detail area
The detail area shows details of the object that you selected in the project tree.
④ Project tree
You create objects that you need for energy management in the predefined "System" root in the project tree.
You can structure the project tree, for example, according to locations or function. You create favorites for fre-
quently required objects in the "Quicklinks" area.

5.1.2 Key functions of the Energy Manager PRO Client

Control center for your energy data management


The Energy Manager PRO Client represents your work environment for all of your energy data
management tasks:
• Configuration of all interfaces
• Definition of data points (tags)
• Manual entry of data
• Entry of parameters (prices, CO2 equivalents)
• Defining MEVAs / KPIs (all functions available)
• Initiation of reports
• Setup of batch analysis
• Creating widget dashboards
• Viewing of charts
• Export and import of configuration data
• Setting up the database backup
• Simulating tariffs
• Creating forecasts based on shifts and production plans
• Creating derived data points

Objects in Energy Manager PRO


You organize the objects needed for this work in a tree structure. The objects can be explicitly
identified by their names. Once an object is created, you can use the "Copy" function to use it
elsewhere in the project tree, such as in a report or in a calculation. A change to the object
affects all points of use. By contrast, cloning creates a copy of the object with identical
settings but with a new name.

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Object Properties
Any predefined object properties such as "Created by" or "Department" can be assigned to an
object. In addition, you can define your own properties. Properties have the following
advantages:
• You can search for these properties.
• You can use these properties in reports.
• You can export these properties as an XML file.

Search
The quick search is available in the Energy Manager PRO Client.
The quick search is a full text search, and the result is a list of all objects that contain the
search term. The result is shown in the detail area. You can filter the result list, by entering
terms in the quick search field again.

Wizard for interface configuration


In SIMATIC Energy Manager PRO, a wizard supports you when configuring the interface you
want to use to acquire data.

① Selection of the interface


• "S7" for acquiring data from an S7 controller.
• "WinCC / PCS 7" for acquiring values from a process value archive or compressed archive.
• "Modbus TCP" for acquiring data from measuring devices with Modbus support and Ethernet interface, such as
SENTRON PAC measuring devices. The characteristic values acquired by the SENTRON PAC 3200 / 4200 measur-
ing devices are pre-configured in SIMATIC Energy Manager PRO.
• "OPC-DA / OPC-HDA / OPC-UA" for acquiring data provided by an OPC server.
• "OLE-DB" for acquiring data from Excel spreadsheets or complex databases, such as SQL Server or Oracle.
• "FTP" for acquiring data from ASCII files. Secure transmission via sFTP is supported.
• "Machines" for acquiring data from consumers, e.g. CNC machines or the SIMATIC S7 energy efficiency monitor
• "Energy Suite Import" for acquiring data from SIMATIC Energy Suite. The data acquisition conforms to the "OPC-
UA" interface.
• "Desigo CC" for collecting data from the building management system Desigo CC

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② Select data source from which data will be acquired, for example, a SENTRON PAC measuring device.
③ Select or define measurement values. A data point is created automatically in SIMATIC Energy Manager PRO for
each measurement value.
④ Connection to the data source via the selected interface is configured. You can now configure an additional data
source or create the acquisition structure in SIMATIC Energy Manager PRO.

5.2 Data acquisition

5.2.1 Automatic data acquisition

Introduction
If you want to acquire data automatically with Energy Manager, you must map at least one
acquisition component as an object of the type "Hardware". You configure the data
acquisition for this hardware in an additional step in a wizard.

Configuring an acquisition component with a wizard


In the Energy Manager PRO acquisition configuration, you establish the logical connection
between the acquisition component (Acquisition) and the Energy Manager PRO Server
(Pairing). The Energy Manager PRO acquisition configuration is installed together with the
"Energy Manager PRO Acquisition" software component. The acquisition component supports
communication via proxy server. You can configure the connection to the Energy Manager
PRO Server manually or using the wizard.

Data channels in the Energy Manager PRO Client


The following data channels can only be configured in the Energy Manager PRO Client:
• OLE DB
• PCS 7
• S7
• FTP, sFTP
• File import
• Machines
• Simulation
• Desigo CC

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5.2.2 Manual data acquisition

Introduction
Manual data input is a frequently occurring phenomenon even though the degree of
automation in an industrial environment is currently rather high. Interrupted connections
during automatic acquisition, counters that cannot be acquired or failure of a sensor require
manual data input.
Energy Manager PRO provides three tools for this purpose:
• Matrix for entering values.
• Mobile data acquisition (Page 95) for acquiring values with a mobile device in the
SIMATIC Energy Manager app.
• Measurement value editor for editing previously acquired measurement values.

Matrix
Use the matrix to enter new values for one or more data points. Typical applications are for
example:
• Entering measurement values of a counter whose values are not automatically acquired.
• Entering target values as a basis for comparisons.
• Entering production data or comments.

A plausibility check takes place as early as the input and incorrect values are highlighted in
color. You can use historical values as guideline by displaying old data values. Each data point
is displayed as a separate column with corresponding timestamps in the rows. You enter the
values in the cells for each time stamp and data point. If you already have the values in
tabular form, you can easily transfer them with Copy&Paste, e.g. from MS Excel.

See also
Validation (Page 119)
Change Management (Page 121)
Data acquisition (Page 115)

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5.2.3 Mobile data acquisition


Mobile data acquisition of counter readings with a mobile device takes place in the
Energy Manager app according to the mobile data acquisition from the Web Client.

See also
Mobile data acquisition via SIMATIC Energy Manager app (Page 95)

5.3 Data Processing

5.3.1 Basics of Data Management

Definition
The basis for accurate energy data management is the quality of the collected data with
respect to reproducibility and plausibility.

Options in Energy Manager PRO


Energy Manager PRO offers the following options for detecting and correcting irregularities in
the acquired data:
• Plausibility checks by using predefined limit values, e.g. during manual data entry or in a
regular report on the data quality
• Automatic notification when limits are violated
• Substitute value methods for correcting incorrect values or filling gaps in a series of
measurement values
• Automatic logging of all relevant user actions
Furthermore, Energy Manager PRO has counter management which, in addition to the
acquisition of counter readings, also handles counter overflows or replacements.

See also
Basics of Monitoring (Page 25)
Validation (Page 119)
Manual data acquisition (Page 116)
KPI alarm lists (Page 120)
Change Management (Page 121)
Counter Management (Page 104)

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5.3.2 Precompression of the data


The data can be applied from the upstream systems or field devices over the standard
interfaces. If fast data recording is needed, Energy Manager PRO can receive data in 1 s or 5 s
increments, for example. This data can be temporarily stored for detailed analysis directly
upon acquisition (for 62 days with 1000 data points). Only the compressed values are
generally transferred to the Energy Manager PRO database.
A conversion based on the data point category is performed directly upon acquisition of the
data. The consumption and production values are formed automatically from the counter
values.
The raw data are compressed by default (15 min, 1 day, 1 month). When values are
compressed, statistics such as minimum and maximum with time stamp and mean are
calculated and stored for additional analyses.

5.3.3 Calculation level 1 (loop concept)

Definition
"Calculation level 1" designates the real-time preprocessing of measurement values in the
acquisition component of Energy Manager PRO. The measurement values are not entered
into the Energy Manager PRO database until they have been preprocessed.

5.3.4 Calculation level 2 (MEVA concept)

Definition
"Calculation level 2" is the object-oriented and time-independent calculation of performance
indicators on the basis of acquired measurement values. Energy Manager PRO enables costs-
by-cause energy cost allocation with "Calculation level 2."
To process performance indicators, you use ready-made database functions (MEVAs), which
allow you to establish hierarchical accounting structures in the form of a tree in the
Energy Manager PRO Client. This allows the user to understand the calculation at any time.
The principle is simple: A database function calculates the result with values provided by data
points, parameters or other performance indicators. The return value of the database
function can be reused as a parameter for another database function or in a report, chart and
widget dashboard. The result of the database function can be stored in the database and
exported by means of derived data points.

See also
Calculation level 3 (report template) (Page 119)

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5.3.5 Calculation level 3 (report template)

Definition
"Calculation level 3" designates the time-independent processing and visualization of
measurement values in reports. Microsoft Excel or Microsoft Word is used to visualize the
reports.
To prepare the data exported from Energy Manager PRO, the full Microsoft Excel or Microsoft
Word functionality (including macros) can be used, including statistical functions such as
correlation or regression analysis. Furthermore, the results data can be prepared using graphs
or diagrams. The automatic reporting of Energy Manager PRO provides you with a fast and
valid decision-making aid.
When generating reports you have access at all times to report configurations from the past
(historicizing) and different versions of measurement values (versioning).

5.3.6 Validation

Introduction
For precise analyses and predictions, correct measurement data is absolutely essential.
Normally the data of many measuring points are recorded, processed, and transmitted in an
industrial plant. Errors that occur in data series must be recognized by the energy data
management software and made available to the energy manager in a clear format so that
measures can be derived from them.
Energy Manager PRO essentially offers three methods for this purpose:
• Reports provide an overview of the data quality of the acquired values, for example
• Substitute value methods (Page 121) for automatic filling in of gaps or correction of faulty
values.
• The Service cockpit is a clear representation of the hardware status and informs you in
which of the configured interfaces the gaps have occurred.
• Measurement value editor for editing previously acquired measurement values.

Reports
Energy Manager PRO offers the following plausibility checks that can be used to check the
data quality of data points in a report.
• Reference data point deviation: Low and high limit value violations, based on the
configured limit values of the reference data point.
• Gaps: Number of gaps, based on the expected target value, such as four 15-minute values
within an hour.
• Min/Max: Low and high limit value violations, based on the configured limit values.
• Status not OK: Number of entries with this status including timestamp.

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The plausibility checks can be summarized in a common report, for example.

Measurement value editor


In the measurement value editor you edit the acquired measurement values of a data point.
All changes are logged in the Energy Manager PRO Logging Editor for full traceability. Use the
export in CSV format for more extensive changes: Then you can easily edit the measurement
series in Microsoft Excel and then re-import them.
The measurement value editor is accessed over the shortcut menu of the data point.

5.3.7 KPI alarm lists

Definition
You will be notified by an alarm if the configured limit values of measurement values and
performance indicators have been violated. Limit value violations are entered in the "alarm
list." You can use filters to create your own "alarm lists". Optionally, the notifications can also
be sent via e-mail or displayed in the Windows taskbar. You can also define reminder intervals
if an alarm is not confirmed within a certain time span.

Use
Use the alarm function for timely notification of irregularities or significant over / under use
of energy consumption. The alarm function is also helpful for monitoring predicted
consumption figures: Were the assumptions made incorrect or were they too high or too low?
You will be notified in a timely manner if there are significant differences. Then you can also
notify the energy supplier and correct energy demands.
The limit values for each data point are defined under its properties. The different data points
can be combined in lists for alarming.

See also
Basics of Monitoring (Page 25)
Manual data acquisition (Page 116)

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5.3.8 Substitute value formation


Gaps and values in a measurement series marked "invalid" can be automatically filled or
corrected at the time of acquisition (or during subsequent calculation).
Energy Manager PRO offers the following substitute value methods for this purpose:
• Using the measurement value of a different data point
If a measuring point is designed to be redundant, the measurement value of the other
measuring point is used if there is a gap in one measurement series.
• Using the last valid value
If a gap occurs, the last valid measurement value of the measurement series is entered.
• Using a constant value
The value of a data point configured as a "constant" is entered instead of the gap.
• Using historical value
Instead of the gap, a value with the same time stamp is used, but from the day before, for
example.
The use of substitute value methods and the related corrections are considered to be a
"change" and are logged and colored accordingly – also in a report. You have access to the
measurement series at different times when "Versioning" is enabled. This ensures, for
example, the reproducibility of report results.
If you do not use an automatic substitute value method, you can correct incorrect values
manually.

5.3.9 Change Management

Introduction
In addition to the versioning of measurement values, complete traceability of changes within
the framework of auditing compliance is important. The calculation basis may change several
times during the course of a year when using cost center-based consumption data for energy
accounting. With Energy Manager PRO you can reproduce the billing logic and record the
user actions.

Tools for change management


The following tools are essentially available in Energy Manager PRO:
• Measurement value editor for editing measurement values: All changes are logged in the
Energy Manager PRO Logging Editor for full traceability.
• Logging Viewer for displaying system and error messages: The Logging Viewer can be
started in the toolbar under "Administration."
• Historization of measurement variables and reports: The historization can be opened from
the shortcut menu of a measurement variable, a derived data point or a report.

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Configuring versioning
All values are saved along with their date of creation if you are using versioning. By using this
function, you limit the view to data on a specific date of creation.
When starting a report you can use the actual version or a maximum creation date. It is also
possible to display all versions in the measurement value editor.

See also
Manual data acquisition (Page 116)

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Common questions

Powered by AI

Benchmarking and targeting in energy management are applied to compare energy consumption and efficiency across different facilities or components within the same operation. For example, high-efficiency locations can be set as targets for others to emulate, encouraging uniformity in energy performance . This process provides critical insights into an operation’s energy situation and helps in setting realistic efficiency goals by using the best performers as benchmarks . It proves effective because it helps identify areas with higher or lower efficiency, enabling focused improvements , such as adjusting operational strategies or investing in energy-efficient technologies to meet the defined targets . Additionally, by integrating benchmarking with predictive analytics and baseline management, organizations can optimize energy consumption and reduce costs by accurately forecasting energy demands and avoiding unnecessary load peaks . This consolidated approach ensures continuous improvement and alignment with standards like ISO 50001, which emphasizes the tracking of energy efficiency measures .

SIMATIC Energy Manager assists in identifying inefficiencies in energy consumption across different production sites by providing comprehensive analysis and monitoring capabilities. It uses baseline management, which involves analyzing past data and determining a baseline to compare current theoretical and actual energy consumption, helping to identify discrepancies and inefficiencies . Additionally, it supports the calculation of performance indicators using regression analysis to establish a mathematical model that predicts energy consumption, allowing sites to compare against expected values and identify inefficiencies . The system also enables corporate-wide transparency, facilitating detailed energy and material balancing, and provides tools for continuous improvement of energy efficiency through benchmarking and target setting . Monitoring current and historical data helps compare different sites' efficiency levels, assisting in identifying areas for improvement .

Forecasting in sustainable energy management is vital for anticipating energy demand and managing loads effectively, thus providing procurement benefits via tiered tariff systems. The SIMATIC Energy Manager facilitates forecasting through various methods, including linear regression analysis and production plans, enabling precise predictions of energy demand. This accuracy in forecast supports strategic energy consumption planning and optimization .

In the SIMATIC Energy Manager, new data points can be created and configured within the project configuration. The system supports different data point types, including external, manual, and derived data points. This flexibility allows comprehensive data capture and management, enabling thorough energy monitoring and ensuring data integrity through functions such as plausibility checks and data point substitutions .

SIMATIC Energy Manager uses various methods to predict energy consumption across different industries, tailored to the specific processes and needs of each sector. For instance, the software employs linear regression analysis using a "Multi-variable regression analysis" widget or a chart in the Energy Manager PRO Client to model energy consumption patterns . In industries like pulp mills, predictions are based on production quantities, as equipment may operate only as necessary. Conversely, in the automotive industry, predictions utilize shift schedules to forecast energy use . These methods are part of the SIMATIC Energy Manager's planning and forecasting capabilities, which include production plans and comparison days or shift models, especially important in complex manufacturing environments . Additionally, for machine-specific predictions, status-related energy data management examines energy consumption concerning machine statuses, identifying inefficiencies and optimizing operations accordingly .

The widget dashboard offers significant benefits for energy management by providing clear and efficient data visualization and enhancing user interaction. It displays historical energy and plant data, along with key performance indicators, through predefined widgets arranged on a single page. This setup allows for easy navigation and a comprehensive view of production and consumption data, facilitating better transparency and control over multiple production locations . Users can dynamically select time ranges for visualization, benefiting from functions like zoom and switch to other dashboards with ease . Statistical analyses such as histograms, linear regression, and multivariable regression are integrated for in-depth energy analyses, enhancing the interactive capabilities of the dashboard . Additionally, the dashboard supports displaying overviews of weekly or monthly consumption, which aids in monitoring and tracking energy use efficiently .

Statistical functions play a crucial role in SIMATIC Energy Manager's widget dashboards by enabling flexible and detailed energy analyses. These functions, such as histograms, are available in the widget dashboard and allow for the visualization of historical energy and plant data alongside key performance indicators. This dynamic statistical functionality helps in creating a clear and comprehensive representation of energy data that facilitates the identification of patterns and trends, thus enhancing the overall analysis of energy consumption . Additionally, the widget dashboards offer a wide range of visualization tools, including charts and diagrams, which support detailed analysis and efficient decision-making by displaying operating data and performance indicators in a user-friendly manner . Such capabilities ensure that energy data is not only monitored effectively but also leveraged for predictive insights and strategic planning .

The Energy Manager supports the normalization of performance indicators by calculating them in a time-independent manner based on recorded measurement values, accounting for variables such as climatic conditions, which can affect energy consumption comparisons across different time periods or sites . This is important as it ensures that performance indicators remain meaningful and comparable, even when external conditions vary, thereby allowing for more accurate analysis and decision-making . Normalization is crucial for identifying deviations and taking timely corrective measures, such as improving efficiency or optimizing energy distribution . Additionally, by enabling standardized comparison, normalization helps in benchmarking and targeting, further supporting energy management objectives .

SIMATIC Energy Manager ensures the accuracy of energy consumption data through rigorous configuration of data points. It employs a plausibility check to define limits and gaps and compares current values with previous ones. If any value violates these criteria, it is flagged, ensuring aberrant data is identified and addressed . The system also allows for the replacement of invalid or missing values through strategies such as using the last valid reading or interpolation, enhancing data integrity . Data points can be from various sources and types such as WinCC, Modbus, and OPC, among others, allowing for comprehensive and accurate data acquisition . Furthermore, high-precision measuring devices connected via standard systems like PROFIBUS and PROFINET provide detailed consumption values crucial for later evaluation . These measures collectively ensure the reliable and accurate recording of energy consumption data, enabling effective energy management.

Multi-variable regression analysis in SIMATIC Energy Manager is used to establish a mathematical model representing the relationship between actual energy consumption and influencing parameters. This model is critical in baseline management for calculating a theoretical baseline energy consumption, which can then be compared with real actual consumption to assess efficiency and recognize deviations . The process involves two main phases: data analysis from a previous time period to identify relationships, and application of this analysis to current consumption data to calculate the baseline . The purpose is to enable energy managers to evaluate the current energy usage and take appropriate measures in case of deviations, thus optimizing the energy management process . The "Multi-variable regression analysis" widget facilitates these calculations within the Energy Manager .

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