Delta Controls Operator Guide

Copyright
Copyright © Delta Controls Inc. All rights reserved.
Document Title: Delta Controls Operator Guide
Document Number: DOC811-20
Current Edition: 3.2
Date of current revision: January 15, 2012

No part of this manual may be reproduced, transmitted, transcribed, stored

in a retrieval system, or translated into any language (natural or computer),
in any form or by any means, without the prior written permission of Delta
Controls Inc. Limited permission is granted to reproduce documents released
in Adobe Portable Document Format (PDF) electronic format in paper
format. Documents released in PDF electronic format may be printed by end-
users for their own use using a printer such as an inkjet or laser device.
Authorized distributors of Delta Controls Inc. products (Delta Partners) may
print PDF documents for their own internal use or for use by their customers.

Information in this document is subject to change without notice and does

not represent a commitment to past versions of this document on the part of
Delta Controls Inc. Delta Controls Inc. may make improvements and/or
changes to this manual/the associated software/or associated hardware at
any time.
BACspec, BACstat, the Delta logo, the ORCA logo, ORCApower, the
ORCAview logo, ORCAweb, enteliWEB, enteliBUS, enteliMESH, enteliTOUCH,
enteliZONE, enteliSTAT, enteliCON and enteliSYSTEM are trademarks of Delta
Controls Inc.
BACstat®, ORCA®, ORCAview®, Virtual Stat® and Earthright® are registered
trademark of Delta Controls Inc.

Windows Vista and Windows XP and Windows 7 are registered trademarks of

Microsoft Corporation.
All other trademarks are the property of their respective owners.

2
 Table of Contents

Table of Contents
Copyright ............................................................................................................ 2
Table of Contents .................................................................. 3
Using This Operator Guide ................................................ 8
Introduction ...................................................................................................... 9
Permissions ...................................................................................................... 10
Windows Knowledge .................................................................................... 10
1 - Introducing the ORCA System ................................. 12
What is the ORCA System? .............................................. 13
Hardware Components .................................................... 14
Operator Workstation (OWS) .................................................................. 14
Communication Network ........................................................................... 14
Controllers........................................................................................................ 15
Sensors and Actuators ................................................................................. 15
Typical ORCAview Network....................................................................... 15
System Architecture Diagram .................................................................. 16
Software Components ...................................................... 16
ORCAview Dashboard .................................................................................. 17
Navigator ......................................................................................................... 17
2 - Getting Started .............................................................. 18
Introduction ........................................................................ 19
Logging into ORCAview .............................................................................. 20
Using the Graphical User Interface (GUI) ............................................ 21
Viewing Overview Graphic (Floor Plan) ............................................... 22
Viewing Detail Of Graphic Component ................................................. 23
Using ORCAview Dashboard ..................................................................... 24
Task Bar Icons ................................................................................................ 25
Selecting and Opening a Site .................................................................... 25
ORCAview Illustrator Drawing Tool ...................................................... 26
ORCAview Graphical User Interface ...................................................... 27
3 - Using Navigator ............................................................ 28
Introduction ........................................................................ 29
What is an Object? ........................................................................................ 29
What is Navigator? ....................................................................................... 29
Opening Navigator Window ..................................................................... 30
Overview of the Navigator Window ....................................................... 30

3
 Viewing the Network Tree (Left pane) ................................................. 32
Interpreting Controller Connection Icons............................................ 35
Using Custom Views...................................................................................... 38
Using Network Tree - Left pane .................................... 39
Saving and Loading Databases for Controllers ................................. 39
Saving / Loading Databases to Flash Memory .................................. 43
Viewing Controller Objects - Right pane.................... 45
Filtering Objects with Navigator............................................................. 48
Using the Navigator Filter Box ................................................................ 49
Changing Object Mode (Auto, Manual, ON, OFF) .............................. 53
Using Controller Objects - Right pane ........................ 55
4 - Managing Your Site ..................................................... 56
How Do I Manage My Site? .............................................. 57
Adjusting Time ............................................................................................... 57
Setting Date and Time for the Computer ............................................. 57
Changing Your Existing Login Password ............................................. 59
Modifying an Existing User ........................................................................ 60
Changing the Starting Graphic ................................................................ 62
Changing the Alarm Filter for a User .................................................... 63
Adding a New User to the System ........................................................... 64
5 - Using Calendars and Schedules .............................. 66
Introduction to Calendars .............................................. 67
What is a Calendar ....................................................................................... 67
Viewing a Calendar ...................................................................................... 67
Configuring a Calendar .................................................... 69
Entering a Single Date ................................................................................ 69
Entering a Date Range ................................................................................ 70
Entering a Recurring Date ........................................................................ 73
Introduction to Schedules .............................................. 78
What is a Schedule? ...................................................................................... 78
Viewing a Schedule ....................................................................................... 78
Overriding the Schedule Value ................................................................ 79
Configuring a Schedule .................................................... 80
Defining Weekly and Exception Entries ............................................... 81
Adding Weekly or Exception Schedule .................................................. 83
Defining Calendar Exception Schedule ................................................. 88

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 Table of Contents
6 - Events and Alarms ....................................................... 89
Working with Events and Alarms ................................ 90
What is an Event? .......................................................................................... 90
What is the Event Management System? ............................................. 91
Event (EV) ........................................................................................................ 92
Alarm Notification ........................................................................................ 96
Acknowledging and Dismissing Alarm Notifications ...................... 96
Viewing Active Alarms With Navigator................................................ 97
Responding To Active Alarms ................................................................... 99
Viewing Event History Using Event Logs .......................................... 101
Viewing Alarm Notification Printouts ............................................... 103
7 - Using Trend Logs and Multi-Trends....................104
Introduction ......................................................................105
Multi-Trend................................................................................................... 105
Multi-Trend Object Components .......................................................... 106
Viewing a Multi-Trend ............................................................................. 110
Viewing Multi-Trend Data ...................................................................... 111
Toolbar — Viewing Commands ............................................................ 114
Configuring a Multi-Trend ............................................116
TL Setup ......................................................................................................... 118
Settings Button ............................................................................................ 119
Trend Log............................................................................121
Viewing the Graph or Data of a TrendLog ....................................... 121
Configuring Trend Logs ........................................................................... 124
8 - Printing .........................................................................128
Introduction to Printing ................................................129
Printing an Object ...................................................................................... 129
Printing Objects .......................................................................................... 130
Printing a Site Graphic Drawing .......................................................... 132
9 - Using Illustrator .........................................................133
What is Illustrator? .........................................................134
Running Illustrator .................................................................................... 135
Opening a Site Graphic Drawing .......................................................... 135
Selecting Draw Mode or Online Viewing Mode............................... 137
Modifying a Link ......................................................................................... 138
Dragging and Linking to Objects ......................................................... 138
Duplicating Existing Palette Objects in a Graphic......................... 139

5
 Saving Changes to a Site Graphic Drawing ...................................... 140
10 - Working with Totalizers .......................................141
What is a Totalizer? ........................................................142
Resetting a Totalizer ................................................................................. 143
11 - Working with Reports ...........................................145
Working with Reports ....................................................146
Viewing A Report ........................................................................................ 146
Creating a New Report ............................................................................. 146
Configuring A Query Report ................................................................... 147
Using the Object Filter .............................................................................. 148
Customizing Report Format and Layout........................................... 149
Tenant Billing Report ............................................................................... 151
How To Generate Reports ...................................................................... 155
12 - Working with Access Control ..............................156
Introduction to Access Control ...................................157
What is an Access Control System........................................................ 157
Typical Door Operational Sequence ................................................... 158
Hardware Components ..................................................160
Typical Access Control Network ........................................................... 160
Operator Workstation .............................................................................. 161
Communication Network ........................................................................ 161
Controllers..................................................................................................... 162
Access Control System Architecture .........................162
Managing Card Users ......................................................163
Adding and Modifying Card Users ....................................................... 163
Assigning a Card ......................................................................................... 163
Deactivating or Expiring a Person’s Card......................................... 165
Disabling a User .......................................................................................... 166
Lost Cards ...................................................................................................... 166
Clearing Anti-Passback – User/Global......................167
Schedule Access ................................................................168
Manual Lock/Unlock ......................................................169
Access Group Exceptions...............................................170
Modifying Group Extensions Example ................................................ 171
Modifying User Exceptions Example ................................................... 172

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 Table of Contents
Tracing a User ............................................................................................. 173
Working with Events and Alarms ..............................174
Access Control Events ............................................................................... 174
Access Control Alarms .............................................................................. 176
Document Control ...........................................................178

7
Using This Operator Guide
 Using This Operator Guide

Introduction
This Operator Guide covers the software functions related to
typical daily facility operations. These functions include
monitoring values, changing setpoints, setting Schedules and
Calendars, handling Events (Alarms), trending, and printing.

Purpose
The main purpose of this Operator Guide is to provide simple,
concise treatment on how to use and adjust the building
control system.

Audience
The main audience of this Operator Guide is the facility
operator after the site is installed, programmed, and
commissioned.

Conventions
In ORCAview® there are several ways to perform most tasks.
This guide emphasizes using a mouse with active buttons and
icons on site graphic drawings for day-to-day operation.
Right-mouse commands allow you to work efficiently with a
site graphic drawing and with Navigator. In Navigator, you
can also use the Menu commands, Toolbars, or the drag and
drop feature.

Assumptions
We had to make some assumptions as to the Permissions and
Windows knowledge that you have.

9
Permissions
We assume that your User Access has Create/Copy
permissions.

To view permissions:
1. Open the System User Access object (SUA).
2. Select the Permissions tab.

For more information, see Chapter 4, Managing Your Site.

Depending on your actual permissions, you may be able to do

some or all of the tasks described in this Operator Guide. It is
also possible that you have permissions beyond those
assumed in this Operator Guide.

Windows Knowledge
The ORCAview application is designed for Windows and uses
the standard Windows approaches and terms. Navigator uses
an Explorer style interface.

This Guide assumes you are familiar with using Windows. See
the information included with Windows that describes the
basics of selecting, clicking, and navigating through Windows.
If you need help for Windows, click the Start icon in the
Windows taskbar and choose Help.

Using On-Screen Help

ORCAview and Illustrator have a comprehensive Help system
for both new and seasoned facility operators. The help
system is accessible through most fields and dialog boxes.
You can get help three ways.

FI Key
Press the F1 key on your keyboard and relevant ORCAview
help displays. The F1 Help key is available for any task you are
working on.

10
Using This Operator Guide
Dialog Question Mark
Click the button located in the lower right corner of a
dialog box.

Help Menu on ORCAview Dashboard

Help can also be accessed through the Help Menu located on
the Dashboard.

Clicking the Help Topics option from the menu displays a Help
Topics dialog with three tabs: Contents, Index, and Find.

Electronic Documentation
The ORCAview DVD includes PDF files for all documents
related to using the ORCAview software and hardware,
including the following:

§ ORCAview Technical Reference Manual

§ Illustrator Technical Reference Manual
§ ORCAview Operator Guide

You can read these files by downloading the free version of

Acrobat Reader ([Link]
or by using the full version of Adobe Acrobat.

11
1 - Introducing the ORCA System
 1 - Introducing the ORCA System

What is the ORCA System?

Delta Controls manufactures a complete line of software and
hardware products that provide HVAC, building access, and
lighting control systems. Typical installations include
hospitals, shopping centers, schools, office buildings, airports,
and manufacturing plants. This chapter provides an overview
of ORCA hardware and software product line.

The ORCA® System is a complete modular software and

hardware product line for building control and automation.
ORCA stands for Open, Real-Time, Control Architecture. It
provides monitoring and Direct Digital Control (DDC) of
functions such as heating, ventilation, air conditioning,
access, lighting, and security.

The ORCA System software runs on the Operator Workstation

(OWS) and includes the ORCAview® application and optional
Illustrator drawing tool. The graphical user interface has the
same features, look, and feel of Microsoft Windows.

The ORCA System contains software objects that control the

facility equipment. The relationship between the software
objects is defined by Delta Controls' General Control
Language (GCL+) programs. You can access the system onsite
from an OWS or offsite using a modem or an Internet
connection.

13
Hardware Components
A typical system consists of the following components:
§ Operator Workstation with ORCAview software
§ Communication network
§ Controllers
§ Sensors and actuators

Operator Workstation (OWS)

The Operator Workstation (OWS) consists of a computer
running the ORCAview application. The OWS combines an
intuitive graphic user interface (GUI) with powerful facilities
management and control capabilities. The operator typically
uses floor plans and equipment site graphics with dynamic
links and buttons for routine monitoring of the building.

The OWS connects directly to controllers on networks, or

connects remotely over a telephone line or over the Internet.
The controller performs essential control functions
independent of any network communications with the OWS.

Communication Network
The OWS runs ORCAview and communicates over networks
with controllers using BACnet® data and communication
structures. ORCAview supports BACnet communications on
Ethernet, UDP/IP, EIA-232 (RS-232), and EIA-485 (RS-485).

ORCAview allows you to interconnect different building

control networks and operator interfaces. You can control
within a local area network (LAN) for a building or use a wide
area network (WAN) with TCP/IP to connect multiple LAN’S or
buildings together.

14
 1 - Introducing the ORCA System
Controllers
Controllers perform building control and communicate over
networks. The controller has a processor and operating
system that is fully programmable and stands alone.

All the programs that actually control the mechanical systems

reside in the controllers. The controller may have
sub-networks of unitary controllers.

Sensors and Actuators

A control system uses sensors to make measurements and
actuators to perform control actions. Sensors send a signal to
the controller that is controlling the system. Some examples
of sensors are temperature sensors, current sensors, carbon
monoxide sensors, and push button switches.

An actuator (or other type of device) is a device that is

controlled by an output control signal from the controller.
Actuators include valve or damper actuators; variable speed
drives and relay contacts that may control equipment such as
fans, pumps, and lights.

Typical ORCAview Network

A network is the communication path that joins an ORCAview
OWS and the controllers and allows network devices to
interact with each other.

The ORCAview OWS allows setup and operation of various

network protocols. Network communication occurs over
multiple networks using protocols including BACnet,
Ethernet, TCP/IP, RS-485 and RS-232.

The following diagram illustrates the use of Delta Controls

hardware in a typical network architecture.

15
System Architecture Diagram

Software Components
The ORCAview software application runs on the OWS and
includes the following software components:
§ ORCAview Dashboard
§ Navigator
§ ORCAview Illustrator drawing tool (optional)

16
 1 - Introducing the ORCA System

ORCAview Dashboard
All components in the system use the menus and toolbars
from the Dashboard. The Dashboard refers to the menus and
the toolbars.

The ORCAview Dashboard menus and toolbars change when

different ORCAview software applications, such as Illustrator,
are opened.

Navigator
Navigator provides you with tools for viewing, modifying, and
controlling your system. It allows you to view and edit local
and remote objects.

Navigator provides a view of your system through two panes.

The left pane presents a tree view of the network controllers,
while the right pane lists the specific software objects within
the device selected in the left pane.

17
2 - Getting Started
 2 - Getting Started

Introduction
This chapter explains basic monitoring and control functions
from a site graphic drawing with active icons using your
mouse device. When you right-click an active area of a site
graphic, a context-sensitive command menu displays.

Most day-to-day monitoring functions are accomplished

using site graphic drawings, such as site overviews and floor
plans that provide information for operation and control. By
clicking a system in the floor plan overview, you can access
more detailed information on sub-systems or equipment
components.

ORCAview presents users with a Graphical User Interface

(GUI) that has the look and feel of Microsoft Windows
operating systems. There are three main components: the
Site Graphic, the Dashboard, and the Navigator window.

Site Graphic
Typically the Dashboard displays along with a starting site
graphic drawing similar to the one here.

19
 Dashboard
When you open ORCAview, a Dashboard containing the
menus and toolbars displays. This Dashboard provides full
interaction with the individual Delta Controls system objects
and the graphical interface system for building control.

In some cases, the ORCAview Dashboard may display the

Navigator Window rather than the site graphic.

Navigator Window

Logging into ORCAview

To open ORCAview from the Windows Start Menu:
1. From the Windows taskbar, click the
button, point to All Programs, then Delta
Controls, and then click ORCAview.
2. The Logon dialog displays. In the Username
field, type your assigned name.
3. In the Password field, type your password. Each
character will display as an asterisk (*).

20
 2 - Getting Started
If using a remote dial connection complete step
4, if not go to the next step. Your current
connection type displays on the lower left
corner of the Logon dialog.
4. Click the button, and fill in the fields to
change the type of connection used to log onto
a site.
5. Click OK.

You are now logged into ORCAview.

For more detailed connections information review Chapter

9, Network Controllers in the ORCAview Technical
Reference manual.

Using the Graphical User Interface (GUI)

The operator usually manages a building using site graphic
drawings created in the optional Illustrator program. Using
the graphics, an operator can easily visualize and locate
facility equipment and control functions. Graphics display
real-time data in the drawing.

While the ORCAview Illustrator drawing tool is necessary to

create or edit the site graphic drawings, the resulting graphics
can be used without having Illustrator present on the OWS.

Floor plans and building or mechanical equipment

photographs can be combined with custom menus and
graphical building controls to create picture-like building
graphics. You can right-click on different areas of the site
graphic to access context-sensitive command submenus.

21
 You can right-click to change the status of equipment (AUTO,
Manual, Manual ON, Manual OFF) and to adjust setpoints or
command outputs. For example, in the previous figure, you
could right-click the Cooling Tower control that is OFF and
then from the command submenu select Manual ON.

Viewing Overview Graphic (Floor Plan)

An overview graphic such as a floor plan may display after
login. From the overview drawing, you can select and click
active icons and buttons to view more detailed information
on systems, sub-systems, and equipment.

Floor plans help you to see what is happening within your

facility. Your floor plans can have the temperature readings
for each room right on the drawing. The color of an area on a
floor plan may change to indicate occupancy or whether the
temperature is within range. Sometimes, areas of the floor
plan are color-coded to visually indicate which air system is
supplying an area.

Additionally, a floor plan can provide information such as

electrical panel locations, fire sprinkler locations, phone
connections, or network routing.

22
 2 - Getting Started

Viewing Detail Of Graphic Component

From an Overview or Floor Plan site graphic, you can click a
button or icon to view a specific sub-system or equipment
component. The graphic typically shows current temperature
data, equipment status and other values for a HVAC system
or equipment component. If you right-click on an area of the
graphic, a command submenu displays. You can also click the
buttons at the bottom or side of the site graphic to view
other site graphics such as Air Handling Unit, Chiller, Boiler,
Card Users, or Fire Alarm.

If you click the Chiller button in the previous Floor Plan figure,
the Chiller site graphic displays.

23
 To change a setpoint or command you can right-click one of
the values, and then use the Command menu to adjust.

Using ORCAview Dashboard

When ORCAview is first opened, a Dashboard displays with
either a site graphic or the Navigator window. All
components in the system use the menus and toolbars from
the Dashboard. It provides full interaction with the Delta
Controls system objects and the graphical interface system
for building control.

Two common tasks that you can do from the Dashboard are:

24
 2 - Getting Started
Set Time: You can set the time using the Set Controller Time
command. The computer time always displays in the lower
right hand corner of the Dashboard.
§ Click Tools, then Set Controller Time to make
adjustments.

Docking: You can dock the Dashboard along the top or

bottom side of the monitor where it displays as a solid bar.
You can combine docking with other display options such as
Always on Top or Autohide.
§ Click Tools, Preferences, Command… to select
these options.

Task Bar Icons

When ORCAview is operating, icons are placed in the
Windows Task bar located at the bottom of your desktop
window.

Some common applications that may be running are:

Shows that an active Alarm is present

Shows that the Delta Server is running

Shows that Historian is running

Selecting and Opening a Site

ORCAview opens site graphic drawings, which are files that
have a .gpc extension. You cannot edit the site graphic
drawings without the Illustrator option.

25
 To open a site graphic drawing from the Graphics folder:
1. Open Navigator and click the Graphics folder in
the left pane.

2. In the right pane of Navigator, double-click the

site graphic you want to view.

You can also open an existing site graphic drawing from the
Dashboard.

To open a site graphic from the Dashboard:

1. Click the File menu on the ORCAview Dashboard
and then select Open Site Graphic.

2. An Open Site Graphic dialog box opens.

3. Click the .gpc file you want, and then click Open.

ORCAview Illustrator Drawing Tool

The optional ORCAview Illustrator drawing tool is used to
create and edit custom site graphic drawings. When the
ORCAview Illustrator Drawing tool is open, the drawing menu
appears on the ORCAview dashboard.

26
 2 - Getting Started
Click View and then click Toolbar on the Dashboard. Select
additional graphic toolbars to display on the Dashboard.

ORCAview Graphical User Interface

The graphical user interface (GUI) links ORCAview objects to
site graphics and provides interaction with ORCAview objects
via live data displays and command graphics.

27
3 - Using Navigator
 3 - Using Navigator

Introduction
Navigator is a flexible application that allows you to change
the content and appearance of the display. It works like the
Explorer program in the Microsoft Windows operating
system. Navigator provides easy visualization and control of
complex facility systems.

Navigator is the object management interface of the

Operator Workstation. Navigator presents the building
system components as a group (or groups) of objects.

What is an Object?
Facility equipment is monitored and controlled by individual
software modules called objects. Common objects include
Analog Inputs, Analog Outputs, Events (Alarms), Schedules,
and Multi-Trends. Each type of object does a specific
function. Objects have properties such as values and can
interact with other objects. A controller has many objects of
the same type. For example, you would expect a site to have
many inputs and outputs. Objects are manipulated using
Navigator.

What is Navigator?
Navigator provides you with tools for viewing, modifying, and
controlling your system. It also allows you to view and modify
objects that are not available from site graphics. Navigator
and the Dashboard are shown in the following figure.
Navigator allows you to do the following typical tasks:
§ View your system
§ Monitor and control equipment
§ Respond to Events using the Active Alarms view
§ Save and load databases

29
Opening Navigator Window
If Navigator is not already open, click the Navigator button on
the ORCAview Dashboard.

You can also open Navigator by selecting Tools in the

ORCAview Dashboard and then clicking Navigator.

If required, you can have more than one Navigator window

open at a time.

Overview of the Navigator Window

This section shows the Dashboard, and describes the
functions available within the Navigator window.

The Navigator window is divided into two panes. The left

pane shows the available controllers in the network. The right

30
3 - Using Navigator
pane shows the contents of the controller selected in the left
pane.

Left Pane – Network Tree Overview

The Navigator left pane includes a network tree showing
networks, protocols, and connected controllers including
controllers and the Operator Workstation computer. The
arrangement shown in the tree structure groups the
controllers depending on whether they are BACnet or Delta
Version 2.
Typical network elements include the following:
§ Delta Network
§ Access folder
§ Protocols
§ Operator Workstation Computer
§ Controllers
§ Active Alarm folder
§ Graphics folder
§ Reports folder

Right Pane – Controller Objects Overview

When a network controller is selected in the Navigator left
pane, the Navigator right pane displays the objects in that
controller. Typical objects include the following:
§ Events (Alarms)
§ Inputs and Outputs
§ Trend Logs
§ Schedules

Each object type has its own symbol or icon that distinguishes
it from other objects. In the following figure, the Air Handling

31
 Unit controller is selected in the left pane and the right pane
displays the objects in that controller.

The ORCAview Access folder is triggered by the existence of

the Object Replication (RPL) object, ORCAview Navigator
displays the Access folder view.

The Access folder also provides a folder for active access

alarms and an access watch list. The access tree is described
in detail in Chapter 4 – Managing Access Control with
ORCAview and ORCAweb of the 3.40 Access Control Technical
Reference manual.

Viewing the Network Tree (Left pane)

You can look at your system using different views to suit your
current task. The building control system can be viewed as a
network, as a logically connected group, or through a custom
view created for the specific building system.

32
3 - Using Navigator
Using Network View
This shows the connected controllers organized by protocol.
The network view is the most commonly used view.

Left pane Icon Description

The following table provides a list and description of the
types of icons that may be visible in the left pane of the
Navigator.

Icon Description
Delta Network: The top of the network for
the current site.
Protocol: The communication protocol that
connects the controllers.

Access: Provides a way to view and manage

the access control system separately from
HVAC and lighting controls.
Local computer: The local computer with
ORCAview software.
Remote computer: The remote computer
with ORCAview software.
Controller: A Delta Control Unit,
programmable Zone Controller Plus Panel,
Turbo or Mini-Turbo Panel, Micro panel.
BACnet VAV or VVT Zone Controller: A
version 3 VAV or VVT room controller such as
a DAC-V304 or DAC-304.

33
 Icon Description
BACstat I: A controllers that acts as a
temperature sensor on MS/TP or LINKnet
networks or a zone controller.
BACstat II: A controllers that acts as a
temperature sensor on MS/TP or LINKnet
networks or a zone controller.
3rd Party Controller: A BACnet controller
supplied by another vendor.
BACnet Room Controller: A version 3 Room
Controller such as DAC-T305.
HVAC Delta Application Controller: A
medium universal controller such as DAC-606.
HVAC Delta System Controller: A large HVAC
DSC controller such as DSC-1616, DSC-1212 or
DSC-1280.
Lighting Controller: A Lighting Controller such
as DLC-G1212 or DLC-D936.
Access System Controller: An Access
controller such as the ASM-24E.
LINKnet Device: A LINKnet device such as a DFM-200
or DFM-400.

Fancoil: A Fan Controller such as a DFC-304.

enteliTOUCH: A Delta enteliTOUCH device such as the

eTCH-7ET.

enteliBUS Controller: A BACnet Building Controller

such as an eBCON which supports I/O modules.

enteliBUS Manager: A device that performs a

function similar to an RTR router controller but on an
enteliBUS network.

34
 3 - Using Navigator
Icon Description
enteliBUS Touch Manager: An enteliBUS manager
but with a HMI provided by an enteliTOUCH screen.

Active Alarms: Contains all of the active

alarms at the site. It can appear in two
different ways.
When no Active Alarms are present, the
folder appears as on the left.
When Active Alarms are present, the folder
displays a large red alarm icon.
Reports: Contains reports of the system that
have been generated including, Query,
Tenant Billing or Access Reports.
Graphics: Contains the site graphics. It is an
optional folder and appears by default.
Historian: Creates archival backup of Trend
and Alarm data.

Interpreting Controller Connection Icons

The controller icons in the left pane of Navigator provide
information about the status of the network connection
between the controllers and ORCAview.

This Network View displays all the controllers connected to

the Operator Workstation, and shows if the controllers on the
Delta Network are communicating properly. Controllers must
be online before you can manipulate any objects from the
right pane of Navigator.

Controller Online
ORCAview has established good communications with the
controller. The left pane of Navigator shows the icon for both
AHU #1 and #2 controllers without a red X or yellow question

35
mark. The right pane of Navigator shows the objects in the
selected controller.

Controller Off Line

When a controller is unable to connect to ORCAview, a red X
is shown on the controller icon. Possible reasons could be loss
of AC power to the controller or network issues. If a
controller is off line, you can query the controller to
reestablish communications.

To Query a controller:
1. In the left pane of Navigator, right-click the
offline controller.
2. Click Query Panel to reestablish controller
communications.

36
3 - Using Navigator
Query Controller
The yellow question mark appears when ORCAview is busy
verifying that a controller is active on the network. The
question mark disappears when the operation is complete.

Non-Operational Controller
The yellow wrench appears when ORCAview detects an
addressing conflict or network configuration conflict.

When a controller is non-operational it will normally be

accompanied by the display of an on screen message.

To fix non-operational controllers do the following:

1. In the left pane of Navigator, right-click the
controller.
2. Point to Command and click Reconfigure.

37
 Controller Version Warning
When a controller on the network has firmware of a version
different from the Operator Workstation, a red circle with a
white exclamation mark appears. This indicates that potential
problems may occur if you try to modify this controller’s
database with a mismatched Operator Workstation.

Using Custom Views

Custom Views provide different ways to organize the display
of controllers and database objects in Navigator. The default
Network View displays objects based on the controller they
are created on. Custom Views can filter all site objects and
display only the desired ones based on descriptor name,
object type or physical object reference.

Custom Views are organized in a folder tree structure on the

left pane of Navigator and automatically saved on the OWS
computer. They can be created and modified by the user. The
Sample Custom View that comes with ORCAview provides an
example of how Custom Views can be used to display site
information.

38
 3 - Using Navigator
To select a custom view:
1. From the ORCAview Dashboard, click View.

2. From the submenu, select Custom view.

3. From the list, select the custom view you want

to see.

Using Network Tree - Left pane

The left pane of the Navigator shows the Delta Controls

network. Right-clicking a controller in the left pane provides
the following commands.

Saving and Loading Databases for Controllers

Databases should be saved whenever a change is made, to
ensure that a current backup database always exists for all
the controllers.

39
For information on how to save and load databases for
unitary controllers such as a DAC Application controller, see
the Save and Load Databases to Flash Memory section of this
chapter.

What is a Database?
A database refers to a file that contains all of the objects from
a particular controller. Database files have a .pdb file
extension.

Saving Databases for All Network Controllers

The Save All command saves time by allowing you to back up
all databases on the network with a single command.

To save databases for all network controllers:

1. In the left pane of Navigator, right-click the
Delta Network icon.

2. Select the Delta Network in the left pane of

Navigator.
3. Right-click and choose Save All.

40
3 - Using Navigator
4. Type in a Base Name that serves as the root
name for all the different controllers on the
network.

5. Click OK.

The dialog appends a date and time at the end of the base name
This makes it easier to locate database files.

During Save All or Save As, it is recommended that all databases be

saved in the default site folder.

Saving a Database
Each database is specific to a particular controller in the
network.

To save a database for a single controller:

1. Select the controller in the left pane of
Navigator.

41
 2. Right-click and select Save As.

3. Enter a File name and click Save.

4. The file is saved in the Site folder.

Loading a Database
Each database is specific to a particular controller in the
network.

Caution: This procedure will replace and copy over the database
already existing in the controller.

Databases may be specific to a particular controller in the network.

Take care to load the appropriate database.

42
 3 - Using Navigator

To load a database:
1. In the left hand Navigator pane, identify the
controller. This symbol represents a
controller.
2. Right-click the icon representing the controller
connected to your OWS.
3. From the submenu, select Load.
4. From the open Dialog Box, select the .pdb panel
database file you want to load.

5. Click Open. The database loads into your

controller.

6. When the Load Database is complete, click OK.

Saving / Loading Databases to Flash Memory

The following commands only display in the submenu if you
have selected a controller in the left pane of Navigator that
contains flash memory.

43
Load from Flash
This command restores the current database existing from
flash memory to RAM in the controller.

Save to Flash
This command saves the current database existing in the
RAM of the controller to the controller flash memory. Once
saved to flash memory, the database is safe from loss due to
power failures.

Clear Database
This command clears the current database in RAM. It does
not clear the flash memory. To clear the flash memory, first
use the clear database command and then use the Save to
Flash command. The blank database will be loaded into flash
memory.

Reset
This command performs a hardware reset on the controllers.
This feature is also applicable to all controllers.

Use these commands with care. You may delete a database from a
DAC controller by mistake. This caution especially applies to Clear
Database.

44
 3 - Using Navigator
Viewing Controller Objects - Right pane
Navigator is flexible and allows the user to define both the
content and organization of the information listed in the right
pane window. The right pane is where you work with the
objects contained in the controller selected in the left pane.

Setting Navigator View

The right pane of Navigator has four possible views that
change the presentation of the information.
The four different right pane view types are:
§ Large icons: Object type is indicated by the
symbol and size
§ Small icons: Object type is indicated by the
symbol and size
§ List: displays objects in a list form with small
icons
§ Details: displays objects and information
received from the controller in a column format
along with small icons

Detail View is most common. It presents information about

the objects on the controller and shows live, dynamic data
with sort, find, and filter tools.

To select a view:
1. In the right pane on Navigator, in a white area,
click the right-mouse button.

45
 2. From the menu, select a view.

Displaying Real-time Data

In the Detail View, the Navigator display varies depending on
whether the data is being refreshed. The Show Real-time
Data command toggles the display of dynamic data ON or
OFF.

If Show Real-time Data is ON, data from the controller is

periodically refreshed. The Name, Object, Object Type, Value,
Auto Manual, Commissioned, Status, Units, and Alarm
columns display.

You must be in Detail View to display real-time data.

To switch Show Real-Time Data ON or OFF for Navigator:

1. Right-click a blank area in the right pane of
Navigator.

46
3 - Using Navigator
2. Click Show Real-time Data. A check mark
displays when Show Real-time Data is active.

3. A Refresh Progress Bar at the lower right of the

Navigator window shows when the data is
refreshed.

Only the data visible on the display is refreshed. When you resize
or scroll down the Navigator window, Navigator will refresh the
newly visible information.

Navigator Refresh Rate

Right-clicking the refresh icon in the lower right corner of
the Navigator Window provides a quick way to adjust the
Navigator Refresh Rate. Clicking on the Show Real-time Data
command on the Right-mouse menu switches the Navigator
data display between ON and OFF.

The Refresh Progress Bar at the lower right of the Navigator

window shows when the data is refreshed.

To change the refresh rate:

1. Right-click on the refresh icon in the lower

right of the Navigator window.

47
 2. Select the refresh rate from the pop-up menu.

Because refreshes increase network traffic, you may wish to

slow down the rate of data refreshes depending on the
demands on your system.

Filtering Objects with Navigator

System objects are required for setup but are not normally
required for day-to-day operation of the system. By default,
system objects are shown in the Navigator window.
Navigator has two features that provide filtering:
§ Show/Hide System Objects Filter Icon
§ Show/Hide System Objects Filter Box
(sometimes called Master Filter)

The Filter icon , in the lower right corner of the Navigator

window determines if System Objects are displayed in the
Navigator right pane.

48
 3 - Using Navigator
The Filter icon gives the user four options. To choose which
System Objects Navigator displays, right-click the Filter icon,
and then select one of the following:

Hide System Objects

Show Only System Objects

Show All

Active Alarms

Using the Navigator Filter Box

The Filter box is used to sort and display specific types of
objects. To filter for specific objects, type the desired name
into the filter box and press Enter on your keyboard.

For example, the object filter box has an AI entry and so

filters for Analog Inputs.

If the Hide System Objects filter is ON and you enter a filter

for a system object, nothing displays. Set the Filter icon to
Show System Objects or Show All.

Filtering by Object Type

Type the object type using a 2 or 3 character acronym that
the system reserves for an object type.

49
 To Filter for: Enter:
Analog Input AI
Analog Output AO
Analog Variable AV
Binary Input BI
Binary Output BO
Binary Variable BV
Calendar CAL
Schedule SCH
Trend Log TL
Multi-Trend MT
Event (Alarm) EV
Binary Totalizer BT
Analog Totalizer AT
Controllers DEV
System User Access SUA

The system uses the information in the filter box as an object

type acronym, and if no match is found, then it searches the
objects for a matching object name.

The object acronyms are not case-sensitive. For example,

typing either uppercase EV, or lowercase ev, and pressing
Enter will still display all the Events (Alarms).

You can enter more than one filter in the filter box. Leave a
space between the filters. Use wildcards (*) to filter groups of
objects using object references.

50
3 - Using Navigator

Filtering by Object Name

Type the object name. For example: AHU2 Supply Fan Status
and press Enter.

Use wildcards to filter groups of objects. Wildcards are

characters that represent various letters. For example: The
character * can represent any letter or number.

It is important to realize that filters for object names such as

AH1* are case sensitive. If you type ah1*and press Enter, no
matching objects will display in the right hand pane. However,
filters for object types such as EV or ev are not case sensitive.

Opening Objects in Navigator Right pane

All objects can be opened by double-clicking them in the
Navigator window.
When you open an object, it displays as a dialog box. The
dialog boxes contain the following features:
§ Tabs that organize data by information type
§ Checkboxes, buttons, menus to display, view
and modify object settings
§ OK, Cancel and Apply Buttons

§ Help Button

51
Confirming Refresh Rate for Objects
A green dot (LED), indicating the refresh rate of the data in
the dialog, appears next to the object icon on the main tab or
in the dialog header area. The green dot (LED) in the top left
corner of the dialog changes state for each occurrence of a
refresh.

Do not confuse the green dot (LED) refresh rate for objects
such as dialogs or graphics with the Refresh Rate for the
Navigator window data.

52
 3 - Using Navigator
Buttons and Drop-down Lists
Most object dialogs have push buttons and drop-down lists
for selecting settings. The Log Type drop-down list gives a
selection of choices.

Changing Object Mode (Auto, Manual, ON, OFF)

Most objects have Auto and Manual mode settings. If you
click on the Auto button in the header, the mode
changes to Manual. Some objects have an analog value,
typically a number from 0 to 100.

Auto and Manual

The Object Value or state of the Object is set by the
controller. The object Value or state of the Object can be

53
modified by an operator to temporarily override the
automatic value.

When Manual mode of operation is enabled, a drop-down list

or spin box displays.

Use this area to select the override value. For the mode to
change, click Apply or OK.

In some cases you might put a variable or output into Manual

mode and set a reasonable value to override the Auto value.
For example, you might enter a manual value for a
temperature setpoint.

Objects placed in Manual mode stay that way until you put
them put back into AUTO mode. Once changed back to AUTO
you must click Apply or OK to send the changes to the
controller.

54
 3 - Using Navigator

Using Controller Objects - Right pane

When an object is selected in the Navigator right pane, it can
be commanded by right-clicking it.

The following commands are available from the right-click

Command submenu.

Auto: Switches the object to Auto Mode.

Manual Value: Sets an analog object to a manual value.

Manual On: Sets a binary (digital) object to ON.

Manual Off: Sets a binary (digital) object to OFF.

Acknowledge: Permits the operator to acknowledge an

Alarm. See the Chapter Six - Working with Events/Alarms
chapter of this guide for further information.

Reset: Clears historical information such as Trend Samples,

Events, and Totalizers from an object. All Trend samples are
removed or totals are reset to Zero. The Reset function varies
depending on the object.

55
4 - Managing Your Site
 4 - Managing Your Site

How Do I Manage My Site?

This chapter explains how to change settings and preferences
that affect either a specific user or the entire site. New Users
can be added to ORCAview with the required security settings
and permissions.

You may need to adjust settings that affect the whole site and
also settings and preferences that apply only to a single user.

Adjusting Time
ORCAview uses the Date and Time from the computer’s
Operating System. The Set Controller Time command, on the
Tools menu of the Dashboard, sends the current date and
time to all the controllers on the Network.

Setting Date and Time for the Computer

ORCAview uses the time produced by the computer, which is
set from the Windows Control Panel.

To Set the Windows Date and Time:

1. Click the Start button, point to Settings, and
click Control Panel.

2. Double-click the Date and Time icon.

3. Click the Change date and time… button.

57
Checking Controller Time
You may want to confirm the time on a particular controller.
A Schedule that uses the time on a controller may not run at
the expected time. Over the course of a year, an offset may
have developed between the controller time and the actual
time. You can confirm the controller time by opening the
device object and selecting the Time Info tab.

58
 4 - Managing Your Site
To check the time on a specific controller:
1. In Navigator, select a controller in the left pane.
2. In the right pane of Navigator, open the device
(DEV) object for the controller.
3. Click the Time Info tab.

Sending Computer Time to All Controllers

The Set Controller Time command sends the current
computer Date/Time to all the controllers on the Network. If
the time in the Set Controller Time dialog is incorrect, change
the Windows time and date.

To send the current computer time to all controllers:

1. On the Dashboard, click Tools and select Set
Controller Time.

2. In the Set Controller Time dialog, make the

required changes.
3. Click OK to send this information to the
controllers.

Changing Your Existing Login Password

You can change your existing Password to one that is easier
to remember.

59
 To change your password from the Dashboard:
1. On the Dashboard, click Tools and select Set
Password.

2. In the Set Password field, enter your Old

Password.

3. In the New Password field, type in your New

Password.
4. In the Verify field, type in your New Password
again.

Modifying an Existing User

The Setup, User Data, Login, and Permissions tabs of the
System User Access (SUA) object contain settings you can
modify for a specific user.

You will only be able to modify System User Access if

you have permission to edit your security login.

The User Data tab on the System User Access contains

information about the user and some of the settings for that
user when they log into ORCAview.

60
4 - Managing Your Site

Changing a Password for a User

To modify the Password entry, you need to have Edit/Modify
permissions on SUA objects.

To change a password for a user:

1. Open the System User Access (SUA) object for
the user.

61
 2. On the Setup tab, in the Password field, type a
new password.

3. Click OK to apply the changes.

Changing the Starting Graphic

You can specify which starting graphic opens automatically
after login. This would be the starting point for the user.
A typical starting graphic is one of the following:
§ An overview picture of the site (embedded
electronic photo or graphic drawing)
§ A main menu listing various options available

The starting graphic provides a familiar starting place for the

various users of the system. Although each user can have a
different starting graphic, normally all users would have the
same one.

62
 4 - Managing Your Site
To set the starting graphic for the current user:
1. Log into the site.
2. On the Dashboard, click the Tools menu, point
to Setup, and then click Current User.
3. The SUA dialog for the current user displays,
click the User Data tab.
4. At the right side of the Starting Screen field, click
the browse button, and select a .gpc file from
the Graphics folder.
5. If the .gpc file is not in the Graphics folder,
specify the complete path along with the
filename, in the File name: field.

Or you can click the drop-down list to browse

for the location of the graphic.
6. Click OK to apply the changes.

Next time this user logs in to the system, the graphic selected
opens automatically.

Changing the Alarm Filter for a User

The Alarm Filter field for an SUA is empty by default, which
means all Alarms are displayed. If an Alarm Filter is selected,
that Alarm notification is not displayed for the filtered type of
alarm when the user is logged in.

If an Alarm Filter field has specified an Event Filter (EVF)

object, Alarms Notifications are filtered. The user will not

63
 receive Alarm Notification for the Event Classes listed in the
EVF object.
See the chapter, Working with Events and Alarms in this
document for the details on Alarm Filters.

Adding a New User to the System

The following procedure shows you how to add a new user to
the system.

One approach to save time is to copy and paste an existing

SUA that has similar permissions. Since the permissions for
the new user are already set, you only need to modify the
Name and Password. See Modifying an Existing User on page
60 for information on how to modify the copied SUA.
To add a new user:
1. In the left pane of Navigator, select the
Operator workstation.
2. In the Navigator filter box, enter SUA and UA.
3. In the Navigator right pane, select the SUA
object you want to use, right-click, and then
click Copy.
4. With the workstation still selected in the left
pane of Navigator, right-click any white space
and select paste.
5. Navigator opens a dialog to prompt for a new
name. In the Object Name field, enter the new
user name.

64
4 - Managing Your Site

This step automatically creates a new user on the

BACnet and V2 security panels as well.

6. In the Navigator right pane, double-click to open

the SUA, and click the Setup tab.
7. Select the corresponding SUG from the
appropriate list.
8. Change the existing password and click Apply.
9. For the new SUA or UA that was automatically
created on the BACnet and V2 security panel(s),
repeat steps 5, 6 and 7.

The security panels are defined in the Site Settings object in

ORCAview. The new user may now log into the system.

65
5 - Using Calendars and Schedules
 5 - Using Calendars and Schedules

Introduction to Calendars
This chapter explains how to use Calendars with Schedules in
the daily operations of your facility. Schedules specify the
normal weekly operations and can link to a Calendar to cover
exceptions to normal operation. Calendars define a specific
day, range of days or recurring days during the year when
operation may differ from what is defined in the Schedule.

What is a Calendar
When a Calendar object defines special days of the year, it
overrides the normal weekly operations specified in the
Schedule object. You can use the Calendar to change the
operations for any day/date/month of the current or a future
year.

Viewing a Calendar
You can view a Calendar by double-clicking a Calendar object
in Navigator. The Calendar opens to the current month.

67
Month Scroll Buttons

Use the month scroll buttons to view the months and years in
a calendar. If the forward month button is clicked once, the
following month displays. If this button is held down, the
months scroll until the button is released.

Legend
When a date on the Calendar is defined, it will be a different
color. The Calendar object contains a Legend defining what
each color means.

Tool Tip Description

Hover the cursor over a selected date and a tool tip displays
any content located in the description field. The default entry
in the description field is that specific date. For example, if a
single date entry were added, the default description field
would display as shown in the graphic above.

68
 5 - Using Calendars and Schedules
Configuring a Calendar
This section describes how to configure the following entries:
§ Single date
§ Date Range
§ Recurring date

All three types of entries can be added, edited, or deleted

using right-click commands. The Single date and Date Range
can be added or removed using only left-click, but you must
use right-click commands to edit them.

Entering a Single Date

A Single Date Calendar entry is the most common type of
exception to the normal operations defined in a Schedule.

To add an individual date:

1. Use the Month scroll buttons on the

Calendar to select the desired month.
2. Position the cursor on the desired date and
click. The blue highlighted date indicates its
addition to the Calendar.
3. Click Apply or OK.

To delete Dates from a Calendar using left-click:

1. Use the Month scroll buttons on the Calendar to
select the desired month.
2. Position the cursor on the desired calendar
entry, and click. A blank field shows its deletion
from the Calendar.

To delete Dates from a Calendar using right-click:

1. Use the Month scroll buttons on the Calendar to
select the desired month.
2. Position the cursor over the desired date and
click with the right mouse button.

69
 3. Click Delete Entry.

4. Click on the description of the entry that you

want to delete. (e.g. November 6, 2011)

5. Click Apply or OK to accept the changes. The

blank field indicates its deletion from the
Calendar.

Entering a Date Range

Some exceptions to normal operation involve a range of
several days in a row. If you need to enter a Date Range that
spans 2 months, you must enter it using right-click.

You can add or remove the Single date and Date Range types
using a left-click only, but you must use right-click commands
to edit them.

Date Range of One Month or Less

To add a Date range to a Calendar:
1. Use the Month scroll buttons on the Calendar to
select the desired month.
2. Position the cursor over the desired start date,
click and hold the left mouse button.
3. Drag the cursor to the end date within the
current month.

70
5 - Using Calendars and Schedules

4. Release the left mouse button.

5. The selected date range is immediately
highlighted red, which shows it was added to
the Calendar.
6. To extend or shrink the range, click the first or
last date, and then drag to the new date.

If you click individual dates on either side of the range,

the Operator Workstation views these as individual
dates and they are highlighted blue.
7. Click Apply or OK.

Date Range of More than One Month

You can add Date Range types using only left-click, but you
must use right-click commands to edit them.

71
To add a longer Date range to a Calendar:
1. Position the cursor over the desired date and
right-click.

2. Left-click New Entry, and select the Date Range

checkbox.

3. Click the drop-down list for the Start Date or

End Date you want to modify, and a small
calendar displays.

72
 5 - Using Calendars and Schedules

4. After selecting the month you want, click the

new date on the small calendar.
5. Click Apply or OK.

Deleting a Date Range

To delete a Date range from a Calendar using right-click:
1. Position the cursor over the desired Calendar
entry and click with the right-mouse button.
2. In the submenu, click the Delete Entry.
3. Click Apply or OK.

Entering a Recurring Date

A Calendar Date recurrence is a more advanced type of
exception to the normal operations defined in a Schedule.
A Calendar Object can specify two types of recurring dates:
§ Date: for example, December 25 of every year.
§ Week & Day: for example, first week of every
month.

Date Recurrence
If the event is a recurring Date entry, it is entered based on
the Date that it recurs every year.

The following figure shows how to specify a recurring pattern

for December 25 of each year.

73
To define a Date Recurrence for a single date every year:
1. Position the cursor over the desired date
(example, December 25) and right-click.

2. Click New Entry.

3. In the Recurrence Pattern section, select the
Date checkbox.

The date that the mouse was positioned over in the calendar
appears in the Start Date and End Date menus.

You can edit the Month field using the drop-down list and the
Date field using a spin box.

Week, Day Month and Date Recurrence Pattern

Week & Day entries are based on the Week, Day of Week, &
Month, when the recurrence takes place. Any of the fields

74
5 - Using Calendars and Schedules
can have a wildcard such as Every Month or First Week
selected from the dropdown menu.

For example:
§ If the Week field has an Every wildcard, it is
interpreted as every week of the month.
§ If the Day field has an Every wildcard, it is
interpreted as every day of the month.
§ If the Month field has an Every wildcard, it is
interpreted as every month of the year.

The following figure shows how to specify the first week of

every month as a recurring pattern.

Editing Existing Dates

You can change the dates of an existing entry, but you cannot
change the Calendar entry type. If you want a different type
of entry, delete the existing one, and then create a new entry
of the required type.

To edit dates:
1. On the calendar, right-click an entry and select
Edit Entry from the submenu.

75
 2. From the options displayed, select a date to
edit.

76
5 - Using Calendars and Schedules
3. Select the entry, and then you can edit the date
range or description.

Editing the Description Field

The Description field content can be modified to display more
meaningful text. The modified entry displays as a tool tip in
place of the default Calendar Entry description.

To edit the Description field:

1. Select a date where you would like to customize
the text, and right-click.
2. From the submenu, click Edit Entry.

77
 3. In the Description field, enter your text and click
OK to accept the changes.

Introduction to Schedules
Equipment can operate with a schedule based on the day of
the week and also added exception schedules. A Calendar is
based on the day of the year and provides one way to handle
exceptions to the normal weekly operations.

What is a Schedule?
Schedules are used to define normal weekly operation of
equipment. A Schedule object contains seven weekdays and
can have links to Calendar objects.

With 3.40, the Schedule object can now handle regular

weekly and exception schedules that can cover either a whole
or part of a day. Both types function together, and allow
partial day scheduling. A schedule can now handle Real
values and Multistate values (displayed as blue time blocks)
in addition to the previous Binary (ON/OFF) values (displayed
as green/ red time blocks).

For more detailed information about the Schedule object see,

Chapter 10 Software Objects, in the Technical Reference
Manual.

Viewing a Schedule
You can view a schedule by double-clicking a Schedule object
in Navigator. On the Main tab, schedules contain blocks,
called time bars, which represent time periods when the
Schedule is ON. These time bars are green/ red for ON/OFF
schedules and blue for both Real and Multistate schedules.
The days of the week display on the top side of the Schedule
dialog. Schedules can have an unlimited number of times

78
 5 - Using Calendars and Schedules
defined per day but the overall number of exceptions on a
schedule cannot exceed 100.

The following figure show the entered time blocks in a

Daytime EVR Schedule object.

In the previous Schedule figure, the EVR Schedule would be:

§ ON between 8:00 AM (8:00) and 5:00 PM
(17:00) from Monday to Friday

The following figure shows the Next / Last Transitions area

from the Detail tab of the Daytime EVR Schedule.

Overriding the Schedule Value

The Schedule Object Value (Present Value) can be binary
(ON/OFF), analog ( 65534 to + 65534) or multistate (1 to +
65534), depending on which objects are controlled by the
Schedule. A Schedule can control only one type of object, so a

79
 Schedule configured to control binary objects cannot also
control analog objects.

As long as the Schedule Object is in Auto Mode, the Schedule

Value will equal the value assigned for the current Controller
Time, first by the highest priority Exception Schedule, then by
the Weekly Schedule, and finally by the default value if
neither of the first two are available.

In Manual Mode, the Value is assigned manually, regardless

of the controller time. If the Schedule is set to control binary
objects, only ON/OFF will be available options in a drop down
list.

To manually set a Schedule Object Value:

1. Open the Schedule Object.
2. Click on the Hand icon in the Header.
3. Input the desired Schedule Object Value in the
field that becomes available.
4. Click Apply to save the change.
5. The Object Value updates to reflect the assigned
Value.

Click the Hand icon to return to Auto Mode. The Value

immediately changes to reflect the value assigned by the current
Exception or Weekly Schedule if one applies. Otherwise, it returns
to the Default Value.

Configuring a Schedule
This section explains how to:
§ Modify or delete weekly schedule or exception
entries.
§ Add weekly schedule or exception entries
§ Define an exception based on a linked Calendar
object

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 5 - Using Calendars and Schedules
Defining Weekly and Exception Entries
The Main tab is the primary interface for inputting Weekly
and Exception Values. It displays a standard weekly calendar,
which can be scrolled to display a future or past date.
Scheduled times are visible on the calendar as color coded
blocks of time. A legend explains the color.

The current time is identified with a thin yellow bar on the

calendar.

Legend
The legend is in the upper right area of the Main tab. When
you hover over the icon, the legend appears and the meaning
of the different colors can be seen.

81
Selecting a Week/Date
There are multiple ways of selecting a specific date or week
on the Schedule calendar. The calendar will always display a
Sunday to Saturday week.

To scroll the calendar week to week:

1. Click the right arrow to advance the calendar by
one week.
2. Click the left arrow to go back by one week.

To select a specific date on the calendar:

1. Click on the calendar icon next to Show
Calendar.

2. The date picker appears.

3. Click on a specific date on the calendar. The

arrows can be used to scroll to different
months.
4. The calendar updates to show the Sunday to
Saturday week that contains the selected date.

Or
5. Type in a date in the Show Calendar field in
mm/dd//year format (i.e. 08/17/2011).

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 5 - Using Calendars and Schedules
6. Press Enter. The calendar updates to show the
Sunday to Saturday week that contains the
selected date.

Adding Weekly or Exception Schedule

It’s easy to add a Weekly or Exception Value to the Schedule.
A Weekly Schedule repeats every week, at the same time and
day. Exception Schedules can be defined in a more flexible
manner, and are ideal for single events, holidays, or events
that occur regularly but don’t belong on a Weekly Schedule.
Exception Schedules can repeat, such as a specific day per
year (e.g. a statutory holiday), or recurring exceptions (i.e. the
second Friday of every month).

To create a new schedule entry:

1. On the Main tab, select the day of the week the
Schedule is to occur on.
2. Determine the start time for which this Schedule
Value will be active.
3. Click and drag the cursor down from the start
time to highlight the required time period. Drag
up to cancel the selection. When creating a
Schedule that will overlap a previously created
one, click and drag on the right edge of the Day
column.
4. The Add Weekly/Exception Schedule dialog
appears.

Double clicking on a Schedule can also bring up this dialog.

83
To add a Weekly Schedule:
1. Click the Weekly Schedule tab.

2. The specified day and time period appears by

default. The time is rounded to the half-hour. If
required, adjust the day(s) of the week and time
period.
3. Input the desired Schedule Value in the Value
field.
4. Click Add to save the Schedule.

Days of the Week

A Weekly Schedule can occur on a single day of the week, or
multiple days, or on all weekdays. Use the checkboxes to
select the desired days.

Start and End Time

The Start and End Time are written in 24-hours format. While
the input time on the calendar is rounded to the half-hour,
the time input in the Start and End Time field can be accurate
down to the minute.

For more detailed information about Weekly and Exception

Schedules, see Weekly/Exception Schedules.

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5 - Using Calendars and Schedules
To add an Exception Schedule:
1. Click the Exceptions tab.
2. Select the Exception Type from the drop-down
list. Depending on the type selected, different
fields will appear.

3. Select the applicable date(s).

4. Verify the Priority, Start Time, End Time, and
Value.
5. Write a brief description for this Exception
Schedule.
6. Click Add to save the Exception.

Exception Types
There are five Exception Types to select from:

Single Date: Create an Exception Schedule for a single day of

the year, i.e. January 15th, 2012.

85
Date Range: Creates a Schedule for a single date range, i.e.
May 2nd – May 5th, 2012.

Recurring Week & Day: Creates a Schedule for a recurring

day or week. This could vary from a specific day of a specific
month, or a particular week of every month.

Recurring Date: Creates a Schedule for a specific date, which

recurs regularly (e.g. a statutory holiday).

Calendar: Creates an Exception Schedule that is linked to a

created Calendar Object on the same controller.

To edit a Weekly or Exception Schedule:

1. Click and drag to move or resize the Schedule on
the Main tab.

Or
2. Double click the Schedule time bar.
3. Depending on the type of Schedule created,
different dialogs can appear. Edit as needed.
4. Click Apply to save changes. Click Ok to close the
dialog.

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5 - Using Calendars and Schedules

For more information on the Advanced button, see Modify

Schedule.

To fine-tune a time period of a Schedule or Exception:

1. Double-click a selected period. The Modify
Weekly Schedule or Modify Date Exception
Schedule Menu opens.
2. Adjust the time period by changing the
numerical display of start and end time.

To delete all the time bars defined for a day:

1. Select the Day field.
2. Press the Delete key on the keyboard. For
example, select the Sunday Day field and then
press Delete.

To delete a selected time bar defined for a day:

1. Select the time bar for the desired day.
2. Then press the Delete key on the keyboard.

87
Defining Calendar Exception Schedule
A Calendar Exception defines a specific day, range of days, or
recurring days during the year when equipment and/or
systems will operate differently than they would otherwise
according to normal Schedule Objects. This provides the
operator with a convenient method of overriding the normal
weekly schedule of the Schedule Object.

A Calendar Exception must be linked to a corresponding

Calendar Object created on the same controller. Make sure to
create the Calendar Object first, or the Exception Schedule
will not be created.

The instance specifies the name of the Calendar object that is

linked to the Schedule object. Use the drop down list to select
the correct Calendar Object.

You can only reference Calendar objects that are in the same
controller as the Schedule object.

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6 - Events and Alarms
Working with Events and Alarms
An Event occurs if a monitored value is outside of a defined
operating range or condition. The system responds as
specified in the Event object. The Event Management System
monitors inputs and outputs, and sends Alarm Notifications
to the operator. This chapter explains how to acknowledge,
view and interpret that information.

As an operator, you respond to alarms during normal day-to-

day operations of your site. When an Alarm Notification
occurs you respond to it and, if necessary, correct the cause
of the Event. You can also modify the conditions that result in
an Alarm Notification.

The goal in this chapter is to explain the basic features. For

more detailed information on how to create and configure
Events see Chapter 5, Event Management System in the
ORCAview Technical Reference Manual.

What is an Event?
The main purpose of the Event object is to provide a method
for setting up what warrants an Alarm Notification. An Event
determines when the control system detects abnormal
operating conditions. If a value is outside of the defined
operating ranges or conditions, the Event Management
System sends an Alarm Notification.

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 6 - Events and Alarms
What is the Event Management System?
The Event Management System (EMS) provides the operator
with an automatic method of monitoring object values and
sending Alarm Notifications to the screen, printers or logs.
The EMS includes the following objects.

Object Function
Event (EV) An EV detects if a value is outside of the defined
operating ranges or conditions and then the
Event Management System issues an Alarm
Notification.
Event Log The EVL records a history of events that have
(EVL) been defined to be logged in the EVL. The Event
Log provides details about each Event entry in
the log. The Event Log can exist on either the
OWS or the controller.
Event Router The EVR object is used to print, page, and email
(EVR) or save alarm notifications to text files. The
Event Router must be located on the same
controller or OWS that the information is being
routed to, either a printer, text file or email
server.
Event Filter The EVF specifies which Event Classes of event
(EVF) notifications are to be ignored when a particular
user logs into the OWS. An Alarm Filter is
referenced in the User Data tab of the SUA for
each user.
Event Class The EVC provides a method allowing different
(EVC) classes of Events to be grouped, printed or
logged in different places. The Event
Management System has different Event Classes
defined; defaults are Network, Notification,
Maintenance, Security, Critical, Fire, Archival,
Access Control Event and Access Control Alarm.
Event Settings The EVS sets the Event processing options.
(EVS)

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 The Event Router, Event Filter, Event Class and Event Settings
are System Objects. Press the F1 key in Navigator to find out
more about Navigator filter settings.

Event (EV)
The EV object defines the type of monitoring that takes place
for an object such as an input or output. The Event contains
setup information such as what conditions cause a
notification, setup parameters and the value to monitor.

The upper area of the EV dialog displays the monitored

object, its current value or state and the conditions for an
Alarm Notification.

To get more information about a specific field, press F1 on

the keyboard or the Help button on the EV dialog.

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6 - Events and Alarms
Event Types and Transitions
The Event Type defines the function and the fields of the
Setup tab on the Event object. Each Event Type is designed to
suit a particular kind of application. The fields and parameters
on the dialog change based on the selected Alarm Type.

The monitored object specifies the value that the Event tests
to see if it is within the defined operating conditions. The
following table highlights common BACnet Event types, along
with some examples.

Event Type /
Functions and Example
Monitored Value
Out of Range: An Out of Range alarm type monitors
Analog whether an analog object value is within
fixed high and low limits.
Example: an Out of Range alarm might
detect if the Mixed Air temperature is near
freezing and generate an Alarm Notification
before the digital freeze status indicator
trips.
Floating Limit: The Floating Limit alarm type compares an
Analog input with its setpoint using high and low
limits based on the setpoint value.
Example: a Floating Limit alarm can detect if
the room temperature is 3 degrees above
or below the variable setpoint.
Change of State: The Change of State alarm type monitors a
Binary (digital) Binary value and notifies when the input
state changes.
Example: a Change of State alarm might
monitor if a filter alarm changes from Clean
to Dirty. Also this alarm type is typically
used with a smoke detector or a freeze
status indicator.

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Event Type /
Functions and Example
Monitored Value
Command Failure: The Command Failure alarm type confirms
Binary (digital) that two values match.
Example: a Command Failure alarm
compares a flow switch to the command
state, to detect if a fan that was
commanded ON has an OFF status.

Event Transitions
The parameters displayed in the event depend on the event
type. The upper area of an event displays details such as:
§ Alarm Type and parameters
§ Alarm Input Value and its value
§ Pending Alarm

A transition occurs when an Alarm Input value is outside of

the defined Event conditions or returns to within the defined
Event conditions.

Typically, an event has a Time Delay during which the alarm

input value must continue to be outside the defined
conditions before an Alarm Notification is sent.

Transition Alarm Type Meaning

Normal All The monitored value is operating
as expected.
Pending All The monitored value is outside
its limits, but the Time Delay has
not expired.
Alarm Change of State The monitored value is not
Command Failure operating as expected.
High Limit Out of Range The Alarm Input value is greater
Floating Limit than the High Limit.
Low Limit Out of Range The Monitored value is less than

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6 - Events and Alarms
Transition Alarm Type Meaning
Floating Limit the Low Limit.
Return to All The monitored value makes a
Normal transition back to normal from
an alarm condition.
Acknowledge When you acknowledge an
Event, the Event Management
System adds ACK to the
transition description that you
see in the Event Log or in Alarm
Notification printouts.

The Alarming Basic Block Diagram

The following figure shows the basic Event information flow.

A typical sequence of events is as follows:

1. The event occurs on controller 300.
2. The notification is sent to the OWS and/or a
controller (ex. DEV 400).
3. The OWS sends the Alarm Notification to the
screen, then logs it to an Event Log or Printer.
- or -
4. The controller logs the Alarm Notification to an
Event Log or routes to a Printer.

95
Alarm Notification
When an event occurs, an Alarm Notification is sent to the
OWS. For example, an Out of Range Event sends an Alarm
Notification when the supply air temperature is above the
specified High Limit.

The OWS displays the most recent Alarm Notification first.

You may have many other Alarm Notifications as well. The
Dismiss menu allows you to dismiss active Alarm
Notifications, and then review them in the Active Alarms
Folder.

Acknowledging and Dismissing Alarm Notifications

To respond to an Active Alarm, click the Acknowledge button
on the Alarm Notification dialog.

Alarm Notifications stack up on top of each other, and the

upper right hand area of the dialog states the current number
of unacknowledged notifications.

For example, if the power is lost in an area of the building for

a short time, there may be many individual Alarm
Notifications that you can dismiss. Dismiss Alarm
Notifications postpones acknowledgement and allows you to
respond to them more efficiently using the Active Alarms
Folder. The following figure shows a typical acknowledged
Alarm Notification.

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 6 - Events and Alarms

Alarm Notifications can be dismissed according to different

criteria. The Dismiss drop-down list allows you to dismiss one
or more Alarm Notifications that display on the screen.

Viewing Active Alarms With Navigator

The OWS maintains an Active Alarm List. Navigator has the
ability to show the Active Alarm List in the OWS.

View Active Alarms Folder

The Active Alarms folder is found in the left hand Navigator
pane. When the Active Alarms folder is selected, all active
alarms are shown in the right hand Navigator pane. Alarms
are only removed from the Active Alarms folder after the
alarm returns to normal and you acknowledge it.

To open, acknowledge, or delete an Active Alarm:

97
 1. In the left pane of Navigator, click the Active
Alarms folder.
2. In the right pane, right-click the alarm entry.

3. Select Open, Delete, or Acknowledge.

Updating Active Alarms Folder

The Active Alarms Folder is located in the left pane of the
Navigator window on the OWS. You usually update the Active
Alarm Folder before reviewing alarms. This ensures that the
Active Alarms List accurately reflects the Active Alarm Lists on
the controllers.

To Update the Active Alarm Folder:

1. In the left pane of the Navigator window, right-
click the Active Alarms folder
2. Click Update Alarms.

Depending on the size of the network and the number of

Events present, it may take several minutes to update.

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 6 - Events and Alarms

Responding To Active Alarms

When you acknowledge an alarm, you let the Event
Management System know that you are aware of the
problem. The time of the acknowledgement is recorded in
the Event Log. The system also records the Operator
Workstation and the user who acknowledged the Alarm
Notification.

Single Event
You can acknowledge an alarm in several ways:
§ Alarm Notification (Acknowledge button)
§ Event Object (Navigator right pane)
§ Active Alarms folder (Navigator left pane)

To acknowledge alarms from the Alarm Notification:

§ On the Alarm Notification, click the
Acknowledge button and the notification closes.

If a previous Alarm Notification exists, it displays.

You can also use the Dismiss button to postpone taking action
on the Alarm Notifications that displays on the screen.

To acknowledge alarms from the Navigator right pane:

1. In the Navigator right pane, select the alarm.
2. Right-click.

99
 3. Click Command, and select Acknowledge.

To acknowledge alarms from the Active Alarms folder:

1. In the Navigator left pane, click the Active
Alarms folder.
2. In the Navigator right pane, select the Alarm and
right-click.

3. Click Acknowledge.

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 6 - Events and Alarms

Viewing Event History Using Event Logs

Alarm Notifications can be recorded using Event Logs or
printers. See the View Alarm Notification Printouts section of
this chapter for information on viewing and interpreting
Alarm Notifications.

Your site probably has some Event Logs that store past
alarms. An Event Log can be in either the OWS or a controller.
Your site may also log alarms to a printer or an alarm text file.
You can view an Event Log from Navigator if your database
contains one.
To view an Event Log in Navigator:
1. In the Navigator Filter box, type evl, and all the
Event Logs display in the right pane of
Navigator.
2. Double-click to open an Event Log.

The top dataview displays alarms in the order they occur.

When you select an entry in the upper dataview, additional
information about the entry is shown in the lower area. The
specific alarm content changes depending on the alarm type.

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Alarm Type: Type of Event.

Alarm Input Value: Value of the monitored object that

caused the alarm.
Feedback (Object Reference): Value of the feedback object at
the time of transition.

Acknowledging Entry
The following figure shows an Event Log with a Message
containing an Acknowledgement Entry and its specific
information.

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 6 - Events and Alarms

Message: Indicates the user and device that acknowledged

the Alarm Notification.

Viewing Alarm Notification Printouts

ORCAview can direct Alarm Notifications to a printer
connected to the OWS, or to a file. Your site may have a
printer attached directly to a controller; this allows printing
even if the OWS is not running ORCAview. The following
figure shows a typical Alarm Notification printout.

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7 - Using Trend Logs and Multi-Trends
 7 - Using Trend Logs and Multi-Trends

Introduction
This chapter explains how to use Trend Logs and Multi-Trends
to display and record data. A Trend Log displays data for a
single variable. Multi-Trends display a graph of up to eight
variables and are used to monitor the everyday operation of
the building site.

Multi-Trend
The Multi-Trend object plots data from Trend logs. You can
plot up to eight Trend Logs on a single Multi-Trend graph. The
Multi-Trend graph plots new samples as the Trend Logs
collect them, and each one has its own color.
A Multi-Trend allows you to:
§ View or print a graph of Trend Log data
§ Confirm proper operation of your system by
monitoring data values
§ Compare graphs of Trend Logs and spot
abnormal behavior
§ Check recent data from a previous day in
response to a reported problem
§ Troubleshoot a problem
§ Save data

105
Multi-Trend Object Components
This section explains how the Multi-Trend object presents
information.
The Multi-Trend has the following components:
§ Axes
§ Graph Area
§ Graph Legend
§ Dataview
§ Slider Bar
§ Toolbar

Axes (Y1, Y2 and Binary)

Each Trend Log is graphed against the Y1, Y2 or Binary
(digital) axes. The Y1 and Y2 are used to graph analog data.
These axes are the same except that the Y1 is on the left-
hand side of the graph, and the Y2 is on the right-hand side of

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7 - Using Trend Logs and Multi-Trends
the graph. Separate value ranges can be assigned to each
axis.

The Binary axis is created on the bottom of the graph when

needed, pushing the analog part of the graph up. Each Trend
Log that is monitoring a binary object in the Multi-Trend has a
separate Binary axis created for it. The X-axis is time; all of
the Trend Log data is graphed against the time of the
samples.

Graph Area
A Multi-Trend can monitor up to eight Trend Logs. The graph
area shows both analog and binary values. You can change
the view to suit your needs using the Multi-Trend toolbar
commands.

Graph Legend
There can be colored squares on both sides of the Multi-
Trend graph area. These squares show which axis pertains to
which graph. The color of the square corresponds to the color

107
 of the graph line. The location of the square corresponds to
whether the graph plots against the Y1 or Y2 axis. In the
following figure, AC1 Mixed Air Damper is plotted on the Y1
axis, while the rest of the analog trend logs are plotted on the
Y2 axis.

Graph Legend

Dataview
The Dataview at the bottom of the Dialog displays
information about each plotted Trend Log.

The Monitored Object column lists the name of each object

being trended. To the left of the name are two icons. The first
is a checkbox that shows or hides the particular graph. The
second icon shows the Graph Legend color of the Trend Log.

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7 - Using Trend Logs and Multi-Trends
The Value column shows either the last sample taken or the
sample at the intersection of the slider bar line and each
graph.

The Min / Last Off and Max / Last On columns show the
minimum and maximum values for analog Trend Logs or the
last off and last on times for binary Trend Logs.

The Average / On Time column is the calculated average

value for the analog Trend Log or the time spent in an ON
state for binary Trend Logs.

The Units column shows the units used for the data in each
Trend Log.

Slider Bar
The slider bar at the top of the dialog shows the value of
individual samples for a specific time. The value of the object
at the point where the slider line intercepts the Trend Log
graphs is shown in the Value column of the dataview.

Slider Bar

109
 When you move the slider bar back and forth along the
length of the graph window, the slider caption changes to
reflect the time on the time axis.

To move the slider bar, position the cursor over the slider
time caption area, press and hold the left mouse button, and
slide left and right.

Toolbar Components
The toolbar on the Multi-Trend object allows you to view
Trend Log information in different ways, adjust the settings,
and change the appearance of the graph.

Each of these buttons is described within this chapter.

Viewing a Multi-Trend
Double-click a Multi-Trend object in the right pane of
Navigator to open and display the graphs. Each trended
Object has its own line color.

Multi-Trends graph Trend Logs with both analog and binary

(digital) values and display the last eight hours of Trend Log
data by default. To change the view so that all the available
Trend Log data can be viewed, select the Auto button on the

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 7 - Using Trend Logs and Multi-Trends
toolbar. This mode displays all available samples for each of
the Trend Logs.

From the Auto view, the easiest way to zoom in on a specific

area of the graph is to click on the Zoom In button and then
use the Back and Fwd buttons to move left and right. Click
the Auto button again to return to the full view.

If you modify the options of a Multi-Trend, changes are

automatically saved. When you use the Multi-Trend again, it
opens to the same view as when you last closed it.

Viewing Multi-Trend Data

The Toolbar buttons allow you to view Multi-Trend data in a
variety of ways.

To: On the Toolbar:

view all the Multi-Trend click the Auto button
data on a graph
view all data from a click the SetStart button
specific start time
view a shorter or longer click the Zoom in or Zoom out
time span on the graph button
pause a moving frame click the Pause button
Multi-Trend graph
view a specific time span click Pause or Range, then click
of Multi-Trend data the Back or Fwd buttons

Axis Button: Axis Properties

The Axis button on the Multi-Trend toolbar opens the Axis
Properties dialog that sets the axis properties for Time (X-
axis) and Value (Y1 axis, Y2 axis).

111
Time (x-Axis) Tab

Start Time: The Start Time is located at the far left hand side
(the origin) of the graph on the X-Axis (horizontal), which
plots time. It is the earliest time shown on the Multi-Trend. If
the Automatic checkbox is selected, then the Start Time of
the graph is automatically configured to show the oldest
Trend Log sample. If the Automatic checkbox is cleared, the
time and date fields are enabled and you can specify the time
that the graph starts from on the left-hand side.

Time Span: The time span determines the number of hours

that display at one time. If the Automatic checkbox is
selected, then the graph shows all of the Trend Log samples
from the Start Time on. If the Automatic checkbox is cleared,
the time span needs to be specified. The default value is eight
hours.

Scale & Grid Interval: You can set the time interval for the X-
axis and grid lines (if displayed). If the Automatic checkbox is
selected, an interval time is calculated. If the Automatic
checkbox is cleared, the time interval may be set by the user.

Show Grid: This enables and disables the vertical x-axis grid
lines.

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7 - Using Trend Logs and Multi-Trends
Y1 & Y2 Axes Tab
Both the Y1 and Y2 Axes tabs have the same options in them.

Minimum Value: This field defines the lowest value on the Y-

axis scale. If the Automatic checkbox is selected, the
minimum value is determined based on the data. If the
Automatic checkbox is cleared, the lower end of the Y-axis
can be set manually.

Maximum Value: This field defines the highest value on the

Y-axis scale. If the Automatic checkbox is selected, the
maximum value is determined based on the data to be
shown. If the Automatic checkbox is cleared, the higher end
of the Y-axis can be set manually.

Scale & Grid Interval: This section sets the interval for the Y-
axis and grid lines (if displayed). If the Automatic checkbox is
selected, an interval is calculated. If the Automatic checkbox
is cleared, the interval may be set by the user.

Axis Precision: This field sets the number of decimal places

that are displayed on the Y-axis. If the Automatic checkbox is
selected, an appropriate Axis Precision is calculated. If the
Automatic checkbox is cleared, the Axis Precision can be set
by the user.

113
 Axis Title: This field, which defaults to Y1 Axis for the Y1 Axis,
is the title that is shown next to the axis on the graph.

Show Grid: This enables and disables the horizontal grid lines.

Toolbar — Viewing Commands

The following information gives more details of the toolbar
buttons used to change the appearance of a Multi-Trend.

Auto
Shows the entire history of all the data samples in the sample
buffer of the graph area. This button causes the X-axis to
auto-scale so that all available data is seen. In the Axis dialog,
the Start Time and Time Span are set to automatic.

Warning: When using the Auto button it may take several

minutes to load all of the data.
Start Time

Time Span (X axis)

AUTO: Show Entire Data

Setstart
Shows a history of all samples from a user specified Start
Time. The Start Time is variable and can be changed using the
Axis button. The X-axis Time Span is set to automatic when
Setstart is used.

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7 - Using Trend Logs and Multi-Trends

Start Time
Time Span (X axis)
SETSTART: Show Data from Specified Start Time

Range
Moves graph frame right as new data comes in. Start Time is
set to automatic but the Time Span is set by the user in the
Axis dialog. The result is that a fixed time window moves with
the new Trend Log data as it comes into the Multi-Trend. By
default, Multi-Trend displays the last eight hours of Trend Log
data in the Moving Frame mode.

Time Span (X axis)

RANGE: Show Specified Time Frame

Pause
Creates a pause frame of the display so that the graph does
not automatically rescale to accommodate new data. You can
then use the Back/Fwd and Zoom in/Zoom out functions
without the display changing during the next Polling Interval.

Back / Fwd
Moves the frame back or forward. These two buttons move
the view to the left and right, respectively. Each click of the
buttons moves one-half of the current screen width. You

115
 need to click the Pause or Range button to be able to use the
Back and Fwd buttons.

Zoom in / Zoom out

Shortens or lengthens the Time Span. These two buttons
change the viewed Time Span by one-half and double,
respectively. Zoom In shows less data, but with more detail.
Zoom Out shows more data, but with less detail.

For example, if the viewed Time Span is 8 hours and Zoom in

is clicked, the new Time Span is 4 hours. Clicking Zoom out
returns to the original 8 hours. The Zoom buttons can be
clicked as many times as necessary. These buttons will also
pause the MT view.

Print
Prints the current Multi-Trend graph shown on the screen.

Save
Saves a comma delimited text file that you can then import
into other applications such as a spreadsheet program.

Help
To get information at any time, you can click the Help Button.

Configuring a Multi-Trend
During the initial setup of a Multi-Trend, you can specify up to
eight Trend logs for the Multi-Trend to plot. You can drag and
drop one or more Trend Log objects from the Navigator
window onto the Multi-Trend dialog and they will start to
plot automatically. The Multi-Trend graphs the trend logs as it
receives new data.

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7 - Using Trend Logs and Multi-Trends
By default, the drag and drop feature puts all analog Trend
Logs (monitoring analog value) on the Y1 axis. To graph on
the Y2 axis, click the Trend Log Setup button on the toolbar
and select Y2 for the Axis Assignment.
Binary Trend Logs (monitoring a binary (digital) value)
automatically display on the binary axis.
When you create and configure a Multi-Trend, all the options
are automatically saved so that the Multi-Trend opens with
the same settings.
To create a Multi-Trend:
1. From the Navigator left pane, right-click on the
controller where you want the new Multi-Trend.
2. Select New.
3. Type a name and select the Multiple Trend Log
(MT) in the Type Of Object drop-down list.
4. Click OK.

To add a Trend Log to a Multi-Trend using drop and drag:

§ Drag and Drop one or more Trend Logs from
Navigator to the open Multi-Trend object.

To add Trend Logs to a Multi-Trend using the line properties

dialog:
1. On the Multi-Trend toolbar, click the Trend Log
Setup icon.
2. In the Line Properties dialog, select one of the
eight Trend Log tabs.
3. Enter a Trend Log name or object reference in
the Trend field.
4. Select the axis to plot the data. Analog Trend
logs can be set to either the Y1 or Y2 axis. Binary
Trend Logs are automatically set to use the
Digital (binary) axis.
5. Click Apply.

117
 6. Select another Trend Log tab and add a Trend
Log.
7. When all the Trend Logs for this Multi-Trend
have been added, click OK.

To define the line color for each Trend Log on the Multi-
Trend:
1. Click the Trend Log Setup Button on the Multi-
Trend toolbar, the Line Properties dialog
displays.
2. Select a color from Color drop-down in the
Graph Properties field for the appropriate Trend
Log tab.

To modify the title for the Y1 or Y2 axis:

1. Click on the Axis icon on the Multi-Trend toolbar
to open the Axis Properties dialog.
2. Select the Y1 or Y2 tab.
3. In the Axis Title field, type in the new axis title.
4. Click Apply or OK.

To change the interval that new Trend Log data samples are
retrieved by Multi-Trend:
1. Click Settings on the Multi-Trend toolbar, and
the General Properties dialog appears.
2. Set the Polling Interval to a value. A typical value
is 1 minute.

TL Setup
The TL Setup button on the Multi-Trend toolbar opens the
Line Properties dialog. The Line Properties dialog has 8 tabs
that correspond to the eight Trend Logs that Multi-Trend can
display.

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 7 - Using Trend Logs and Multi-Trends

The Line Properties dialog contains the following fields.

Trend: Enter the Trend Log object name or object reference

here.

Axis Assignment: Select the axis for the Trend Logs. Binary
Trend Logs should automatically be set to use the binary
(digital) axis. Analog Trend Logs can be set either Y1 or Y2.

Graph Properties: The Multi-Trend automatically sets a

different color for each Trend Log. You can change the color if
required.

Remove Trend: Click this button and then click Apply or OK to

remove the Trend Log from the Multi-Trend.

Settings Button
The Settings button on the Multi-Trend toolbar opens the
General Properties dialog that sets up the Multi-Trend. The
dialog contains the following fields.

119
Multi-Trend Name: The descriptor name of the Multi-Trend
can be changed here.

Show Graph Symbols: When selected, the symbol at each

data point on the graph is shown.

Show Graph Values: When selected, the values for each data
point on the graph are displayed. The Show Graph Symbols
option must be selected for this option to be available.

Polling Interval: This value sets the amount of time the Multi-
Trend waits before retrieving any new data samples from the
Trend Logs. The default setting is 1 minute. Multi-Trends with
eight Trend Logs that have a lot of samples (more than 1000
each) should have a Polling Interval value set to 1 minute or
more. As the number of samples in a Trend Log increases,
Multi-Trend needs more time to rescale the display.

A Polling Interval such as 30 seconds ensures that the most

current data from the Trend logs is shown in the Multi-Trend
but increases network traffic.

Description: This field can be used to store a text description

of the Multi-Trend. Up to 2000 characters can be stored in
the Description field.

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 7 - Using Trend Logs and Multi-Trends
Trend Log
Trend Logs store data and provide basic viewing capability for
a single monitored object. The Trend Log collects data either
at set intervals (Polled) or when a significant change occurs in
the monitored object (Change of Value). You can display the
information as a line graph or as data values with
corresponding times.

Viewing the Graph or Data of a TrendLog

You can view a graph of the value of a single object by
selecting the Graph tab on a Trend Log. Most other functions
are done using the Multi-Trend, which allows you to print or
save data and graphs.

The Graph tab contains a graph of the monitored object. The

graph plots the value on the Y-axis (vertical) against time on
the X-axis (horizontal). The Trend Log automatically scales the
two axes to best fit the available data.

The graph provides a fixed, 200 sample width. Only the most
recent 200 samples are graphed, regardless of how many
samples the Trend Log is capable of storing.

A Multi-Trend allows you to see the full set of data. Normally,

you use the Multi-Trend object to view the data, and only use
the Setup tab of the Trend Log to change the Log Interval or
the Max Samples field. In BACnet, a Trend Log displays a
graph of a single value. The Multi-Trend object allows up to
eight Trend Logs to be plotted on one graph. See the
ORCAview Technical Reference Manual on the DVD for more
details about the Trend Log and Multi-Trend Objects.

121
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7 - Using Trend Logs and Multi-Trends
Data Tab of Trend Log
The Data Tab provides a text listing of the data for the
monitored object in the Trend Log. Each entry includes the
time and date that the sample was collected. The data is
presented with the newest data at the top of the list.

To see all the data or export the data to a text file, use the
Multi-Trend. The following figure lists some of the samples in
the data buffer of the Trend Log.

Time: Shows the time the sample was taken.

Value: Shows data samples for either analog or binary

(digital) values. A Binary (digital) value of 1 indicates ON and a
value of 0 indicates OFF. Error and status messages also
display in the dataview to aid troubleshooting but do not
show up in the graph.

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 Reset Samples Button: Clears all samples in the Trend Log. To
clear the data in a Trend Log, click Reset Samples, and the
click Apply.

Configuring Trend Logs

Typically, you would only change the Log Type or Max
Samples fields on the Trend Log Setup tab.

Log Type Field

A Trend Log can have either Change-of-Value (COV) or Polling
types for the Log Type field.

COV Log Type: A Change of Value Trend Log records data

when the monitored value changes by a specified amount. A
Change-of-Value Trend Log uses the COV Minimum
Increment value defined in the monitored object and only
gets a new sample when the monitored object value changes
more than the Minimum Increment. A temperature input

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7 - Using Trend Logs and Multi-Trends
might have a typical COV value of 1.0 degrees defined on the
Setup tab of the Analog Input.

To monitor a value using a Change of Value (COV) Trend Log:

1. From Navigator, right-click in the left pane on
the controller where you want to create the
new Trend Log and Select New.
2. Type a name and select the Trend Log (Trend
Log) in the Type Of Object drop-down list.
3. On the Setup tab, type a descriptor name or
object reference in the monitored object field.
(or drag and drop the object from Navigator).
For a Change of Value Log Type, do the
following:
a) From the Log Type drop-down list, select
Change of Value.
b) Type in a Max Samples number such as 40.
c) Make sure that the Stop When Full and Stop
When Error Full checkboxes are cleared.

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 4. Enter a Start Date and/or Stop Date if needed.
5. Click Apply.

Polling Log Type: A Polling Trend Log records data at

specified time intervals as defined in the Log Interval field. A
typical Log Interval value is 15 minutes.

To monitor a value using a polled Trend Log:

1. From Navigator, right-click in the left pane on
the controller that you want to create the new
Trend Log and Select New.
2. Type a name and select the Trend Log (Trend
Log) in the Type Of Object drop-down list.
3. On the Setup tab, type a descriptor name or
object reference in the monitored object field.
(or drag and drop the object from Navigator)
For a Polling Log Type, do the following:
a) From the Log Type drop-down list, select
Polling.

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7 - Using Trend Logs and Multi-Trends
b) Enter a Max Samples number.
c) Make sure that the Stop When Full and Stop
When Error Full checkboxes are not selected.
(Only select this checkbox if you want to record
a set number of values and then stop recording.)
4. Enter a Start Date and/or Stop Date if needed.
5. Click Apply.

Max Samples Field

The Max Samples field is the maximum number of data
samples that can be stored in the Trend Log. The range of this
value is between 1 and 6000, with the default being 100. As a
rough guide, each sample takes about 10 bytes in the
controller memory. Thus, a 100 sample Trend Log would
require 1000 bytes of memory. Since a controller has limited
memory, it cannot have many 6000 sample Trend Logs. Each
6000 sample of Trend Logs uses about 60,000 bytes of
memory.

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8 - Printing
 8 - Printing

Introduction to Printing
This chapter explains how to print object information using
the Windows default printer. You can also print a site graphic
drawing or add a printer to the OWS.

This chapter describes how to do the following:

§ Printing an Object
§ Print Objects
§ Print a Site Graphic Drawing

To learn about printing Alarm Notifications see Chapter 6,

Working with Events and Alarms.

Printing an Object
Delta Controls Operator workstation automatically uses the
Windows printers; no set up is required. Access the print
command by right-clicking.

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 To select either Long or Short form printing:
1. From the ORCAview Dashboard go to File and
click the Print Setup.
2. From the Print Options select Long Form or
Short Form, and click OK.

The print to file option is not currently available using this

Print command.

Long form: Prints a long, detailed printout of the selected

object. The printout will be in a text format without graphics.

Short form: Prints a one line, general printout of the selected

object. It includes the following information: object name,
whether it is commissioned or not, the units and the object
reference. The printout will be in a text format with no
graphics.

Printing Objects
To configure the printer for long or short form:
1. Log into the ORCAview computer.
2. From the Dashboard, click File and then Print
Setup.
3. A Print Options dialog provides the following
options.

4. Select either Long Form or Short Form and click

OK.

To print a single object:

1. From Navigator, right-click the object you want
to print.
2. Select Print from the submenu.

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8 - Printing

3. In the Print dialog, select the printer from the

Name menu.

4. Click OK to print or Cancel to exit without

printing.

To print multiple objects:

This method prints objects that are beside each other in the
Navigator window.

1. Click the first object in the list of objects in

Navigator. The object should be highlighted.
2. Press and hold the Shift key.
3. Click the last object in the list. The entire list is
selected.
4. Right-click the selected objects, and then click
Print from the submenu.
5. In the Print dialog that opens, select the printer.
6. Click OK to print.

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Printing a Site Graphic Drawing
The site graphic drawing is printed on the full width of the
page.
To print an open site graphic drawing and do one of the
following:
§ Right-click the site graphic drawing and select
Print from the submenu.
§ Click the Print toolbar button.
§ From the Dashboard, click the File menu, and
then click Print.

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9 - Using Illustrator
What is Illustrator?
Illustrator is an optional application allowing you to open,
edit and save small changes to your site graphic drawings
such as, links on pictures, buttons, or icons.

To use any of the procedures in this chapter, you need the

optional ORCAview Illustrator application installed on your
computer. The software key installed on the USB port of your
computer must have Illustrator enabled.

Many of the standard palettes now have graphic objects that

support transparency. Illustrator also supports transparency
for the PNG file format and this provides a way to create
striking graphics.

Different menus and toolbars display depending on whether

you are editing or displaying graphics.

You work with site graphics using a combination of drawing

tools and the unique palette library of ready-made, drag and
drop control graphics. Illustrator consists of a graphic
window, the Object Palette and the Drawing toolbar. The
graphical interface links controller objects to site graphics and
provides control and interaction with these objects via live
data displays and command graphics.
This chapter explains the following:
§ Running Illustrator
§ Opening a Site Graphic Drawing
§ Select Draw Mode or Online Viewing Mode
§ Modifying a link
§ Dragging and Linking to Objects
§ Duplicating Existing Palette Objects in a Graphic
§ Saving Changes to a Site Drawing

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 9 - Using Illustrator

When the Illustrator application is running, the menus on the

Dashboard change.

Running Illustrator
Illustrator shows in the menu on the ORCAview Dashboard
and on the toolbars even if your site does not have the
optional application. To run Illustrator you need to obtain a
software key that has Illustrator enabled.

To run Illustrator:
§ From the Dashboard, click the Tools menu and
then click Illustrator.

§ Illustrator’s Object Palette and Drawing Toolbars

open on the Dashboard.

Opening a Site Graphic Drawing

Site graphic drawings can be opened from Navigator or from
the Dashboard. All site graphic drawings have a .gpc
extension.

135
To open a site graphic from the Dashboard:
1. From the File menu, click Open Site Graphic.

2. From the Open Site Graphic dialog double-click

the graphic you want to open.

To open a site graphic drawing from the Graphics folder:

1. In the left pane of the Navigator window, click
the Graphics folder.
2. In the right pane of Navigator, double-click the
site graphic that you want to view.

136
 9 - Using Illustrator
Selecting Draw Mode or Online Viewing Mode
ORCAview maintains two distinct modes for Illustrator
graphics: Draw Mode and Online Mode.

Draw Mode
Draw Mode lets you create and modify site graphic drawings.
To use Draw Mode:
1. From the Dashboard, click the Drawing Tool
button to open Illustrator.

2. When clicked, the button appearance changes

to show Illustrator is open .

Online Mode
Online Mode allows you to view live data and command site
graphics. You cannot edit or create site graphics when in
Online Mode.

To view site graphics in Online Mode:

1. If Illustrator is open , close it by clicking the
Drawing Tool button on the Dashboard .
2. The drawing tools close, indicating you can now
view the live data.

3. Open a prepared site graphic drawing from the

Graphics folder or the File menu.

137
Modifying a Link
Sometimes you may need to edit a link on a site graphic
drawing. First you need to know how to view the links on a
site graphic drawing.

See the Illustrator Technical Reference Manual on the release

DVD for more information.

Dragging and Linking to Objects

Using the objects from the palette libraries with pre-defined
data links, drag the desired object from the Navigator right
view pane and drop it on the palette object in the site graphic
drawing. A link is created automatically. Creating dynamic
graphic pictures is simplified — you build a picture with all
the desired objects and symbols, then drag and link to real-
time data and user events.

If the link is valid, the palette object outline changes to either a

red or blue outline when the object is dragged over it. Red
indicates an existing link and Blue indicates that there is no
existing link.
Any type of object with a matching Value property can be
added via dragging and linking to a palette object. The
controller number, object type, and object number change to
reflect the new data reference of the object.

The following steps show how to drag and link an object from
the Navigator view pane to a palette object with a pre-
defined data link.
To drag and link objects from Navigator to palette objects
with pre-defined data links:
1. From the right pane of Navigator, find the object
that you want to link with the palette object.
2. Drag over the site graphic containing the desired
palette object.

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 9 - Using Illustrator

3. Continue to drag the object onto the palette

object that you are linking to.
The outline of the palette object turns either
blue or red — both indicate a valid object.
Red indicates an existing link and Blue indicates
no existing link.
4. Release the mouse button.

If the outline of the palette object does not change color, the
object does not have a property that matches the graphical
object property. A link will not be established.

Duplicating Existing Palette Objects in a Graphic

You can use the copy and paste method to make a duplicate
of a palette object that already exists in a site graphic. Copy
the existing palette object from the drawing, and then paste
it onto the site graphic drawing. Position the object on the
site graphic. Then you can drag and drop an object from the
Navigator right pane onto the palette object to create a link.

139
Saving Changes to a Site Graphic Drawing
To save the changes to a site graphic drawing, use the Save
and Save As commands on the Dashboard.

To save a modified site graphic under its existing name:

§ On the File menu, click Save.

To save a modified site graphic drawing under a new name:

§ On the File menu, click Save As.

The site graphic drawing is updated on screen, and in its

original file location, replacing the previous site graphic
drawing.

140
10 - Working with Totalizers
What is a Totalizer?
Totalizers are used to accumulate a value over time. They
compute the run time of equipment or the total flow past a
flow sensor over a period of time. Information in the Totalizer
can be used to service equipment at required intervals.
ORCAview has Binary and Analog Totalizers.

Binary Totalizers
A Binary Totalizer (BT) commonly tracks the run-time of a
piece of equipment. The Totalizer also tracks the Number of
Starts on a piece of equipment since the Binary Totalizer was
last reset. The Monitored Object is a binary (digital) value.
The Monitored Object field determines the value that
accumulates.

In the following figure, the monitored object Air Handling

Unit AHU Return Fan Control is a Binary Output.

Analog Totalizers
An Analog Totalizer (AT) converts a rate of flow into a total
volume over a period of time. For example using an Analog
Totalizer you could determine how many US gallons (US gal)

142
 10 - Working with Totalizers
of fluid have passed a flow measuring station if you are
monitoring US gal/Minute.

The Monitored Object field determines the value that

accumulates. You simply enter the monitored object and
select Minutes as your conversion rate. You also select US
gpm as your units. The Conversion rate should match the flow
rate of the monitored object.

In the following figure, the Monitored Object AHU Cooling

Coil Valve is an Analog Output. The Units is US gpm and the
Conversion Rate is minutes. The total flow could be used to
set the maintenance interval.

Resetting a Totalizer
A Totalizer can be reset to zero by right-clicking the object
and using the Reset command on the submenu.

Reset changes the number of hours and starts in the Binary

Totalizer to zero and stores the time and date that the
totalization is restarted.

Reset changes the value of the Analog Totalizer to zero and

stores the time and date that the totalization is restarted.

143
To reset a totalizer:
1. From the right pane of the Navigator window,
right-click a Binary or an Analog Totalizer.
2. Point to Command, and then click reset.

144
11 - Working with Reports
Working with Reports
The purpose of this section is to provide common information
contained in Reports and how to use Reports.

The Reports (RPT) object is a feature that generates

commonly used technical reports of the system. You can
create reports on command or generate them automatically
by using a preset schedule or a triggered event.

There are six types of standard reports: Query, Tenant Billing,

Access Configuration, Access, Controller Configuration, and
Controller.

Viewing A Report
To view a report:
1. In the left pane of Navigator, double-click the
Reports folder.
2. Double-click the Report you want to view.

Creating a New Report

When a new RPT object is created, the default report type is a
Query Report. Create new Reports the same way as any new
object in ORCAview.

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 11 - Working with Reports
To create a new Report:
1. In the left pane of the Navigator window, right-
click the Reports folder.
2. Click New, and the RPT object opens
automatically to configure the report.
3. From the Report Type drop-down list, select the
desired report.

Configuring A Query Report

This section covers information on how to select devices,
filter for specific properties and how to format a Query
Report. The first step is to create a new Report.

To configure a Query Report:

1. From the left pane of the Navigator window,
right-click the Reports folder to create a new
report.
2. From the Report Type drop-down list, select
Query. The new report generation dialog
displays.

147
 Selecting Devices
The next step is to select which devices are included in the
object filter criteria.

There are three options to choose from: All Devices, Area

Devices (Area, System and Subnet), or Specific devices.

To apply object filter criteria to all devices:

§ In the Devices field, select All Devices, and click
Apply to save the changes.

To apply object filter criteria to a range of devices:

1. In the Devices field, select Specific.
2. In the available field, enter the range of BACnet
devices. Click Apply to save the changes.
For example, 10000 – 20000.

Using the Object Filter

The Object Filter box is used to enter specific search criteria.
It uses the same syntax as the Navigator Filter Bar in
ORCAview. The Object Filter box allows users to specify which
objects are displayed in the report.

Objects can be filtered for in the following ways: by object

name, object type, object instance, or by property values.

The following table provides examples of filtering criteria.

To Filter by Returns
object name: all objects:
AHU with names containing “AHU”
Temp* starting with the name “Temp”
*valve ending with the name “valve”
object type: all:
ai AI’s

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 11 - Working with Reports
To Filter by Returns
bi BI’s
object type and instance: Returns:
av1, av2 AV’s 1 and 2
av(1,3,5) AV’s 1, 3, and 5
av (1-7) AV’s 1 through 7
property value: Returns all:
[Link] > 0 AI’s with a Calibration > 0
av > 70 (or [Link]>70) AV’s with a Value > 70
Objects with names containing
Temp > 23
Temp and Value > 23
*.ManualOverride=TRUE Objects in Manual

Customizing Report Format and Layout

The Report Format section is used to configure how each
column of information is displayed in the final report.

Once configured, the applied changes can be viewed by

clicking Preview , which is on the lower-left corner of
the RPT dialog.

Table of Common Object Properties

The following tables list the object types and the properties
that can be used when editing or adding columns to a report.
These tables provide the most common properties.

The following table lists many object properties.

149
Object Property Object Property
All Description CO Inputvalue
Object
Outofservice SetpointValue
Name ProportionalValue
Value IntegralValue
Units Derivative value
CommissionFlag Bias
Reliability Deadband
Resetband
AI LastValue EV Value
Object Object
COVincrement
Calibration
ADFilter
AO DefaultValue GW BasicAdapterStatus
Object object
COVincrement CurrentEntry
HandsOffAuto CurrentState
CurrentPriority LastErrorState
MaxValue Status
MinValue
DAvalue
BI ChangeofStateCo PI DemandPulserate
Object unt Object
Pulserate
Polarity

150
 11 - Working with Reports
Object Property Object Property
BO ChangeofStateCo TL LogInterval
unt Object
BufferSize
MinimumOffTime
RecordCount
MinimumOnTime
MinimumDelayTi
mer
HandsOffAuto
Defaultvalue
BT ActiveStateChang ZC ControlMode
Object es Object
ZoneMode

Adding a New Column to a Report

To add a new column:
1. Right-click the column header and click Add
Column.
2. In the Add Column dialog, enter an object
property, or select one from the drop-down list.
3. Enter a column name.

4. Click OK to add the new column.

Tenant Billing Report

This section covers the following information:
§ Creating Tenant Billing reports
§ Adding Version 2 and BACnet TLs
§ Creating temporary cost adjustments
§ Configuring the calculation settings

151
 § Adding company and customer information

Creating a Tenant Billing Report

To create a new Tenant Billing Report:
1. From the right pane of the Navigator window,
right-click the Reports folder and click New.
2. From the Report Type drop-down list, select
Tenant Billing.

Adding a Trend Log

The procedure for adding BACnet or V2 TLs is basically the
same.

TLs used for Tenant Billing reports should be trending Binary

(Digital) values, which reflect the override state or the
occupancy of the tenant.

To add a trend log:

1. From the Setup tab, click Add.
2. From the Add Trend Log dialog, click the drop-
down list and select the appropriate device.

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11 - Working with Reports

3. In the Trend Logs field, select the TLs for the

report. To select multiple TLs, hold down the
CTRL key.
4. In the Rate ($/hr) field, enter the numerical
value. This rate is applied to all the selected TLs.
5. Click OK to save the changes.

A V2 TL can contain up to four series of data. All the series are used
in the report.

Creating Temporary Cost Adjustments

This procedure is used to make temporary adjustments to the
overall cost for a specific TL. This value is only temporary. It is
not saved when the RPT dialog is closed.

To create a temporary cost adjustment:

1. In the Period field, select a timeframe from the
drop-down list.
2. In the Trend Log dataview, select the TL to be
adjusted, and click Edit.
3. In the Edit Trend Log dialog, enter a value
change into the Temporary Adjustments field.
(This field accepts both positive and negative
values.)

153
 4. Click OK. The value entered is removed as soon
as the RPT object is closed.
5. Print or export the report.

Configuring Calculation Settings

The Calculation Settings field provides users with options to
calculate and customize how a tenant is billed for services or
energy consumed.
The following procedures describe how to:
§ Set a minimum charge per transaction
§ Set a roundup to nearest minute
§ Set the tax percentage
To configure the minimum charge per transaction:
§ Click the Minimum charge drop-down list, and
select one of the options.
- or -
1. Click the Minimum charge field, and enter a
custom value (e.g., 45 min.)
2. Click Apply to save the changes.
To set the roundup to the nearest minute:
§ Click the drop-down list, and select one of the
options.
- or -

1. Click the Roundup to the nearest field, and enter

a custom value (e.g., 35 min.)

2. Click Apply to save the changes.

To set the Tax percentage:
1. In the Tax field, enter the appropriate tax
percentage.
2. Click Apply to save the changes.

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 11 - Working with Reports
Adding Company and Customer Billing Information
The Company Info and Billing Info sections are included to
allow users to customize the names and addresses for the
reports generated.

To add Company and Billing information:

1. Click the Company or Billing fields, and then
enter the appropriate information.
2. Click Apply to save the changes.
3. To view information as it will appear in the
report, click Preview.

How To Generate Reports

To run a report:
1. Open the Navigator window.
2. In the left pane, click the Reports folder.
3. In the right pane of Navigator, right-click the
report object you want to run.
4. Click Execute, and the report is sent to the
destination that is set up within the RPT object.

155
12 - Working with Access Control
 12 - Working with Access Control

Introduction to Access Control

This chapter provides an overview of the Delta Controls
Access Management System and the hardware and software
product line. It also explains the daily operation of the system
from an operator’s standpoint.

The purpose of an access control system is to control the

movement of people or other entities through a door or
other secure entrance, such as a turnstile or car park barrier.

What is an Access Control System

Delta Controls Access Control System is an Access
Management System that integrates seamlessly with existing
Delta Controls installations.

Like all of Delta Controls products, the Access Control System

is native BACnet, providing the building owners
interoperability with other BACnet products.
The basic components of an access control system are:
§ Lock – electric strike, magnetic lock, electric
deadbolt, etc
§ Entry/Exit Devices – Proximity card reader and
Cards, magnetic stripe reader, biometrics,
keypads, Request_to_Exit devices
§ Controller – Access System Manager and Access
Door Modules

Lock
Door locks are used to physically unlock or lock the door.
Locks are controlled by an Access Door Module to grant or
deny access.

157
 The door locks can either be: powered with +12VDC from the
Access Door Module or externally powered supply, using any
voltage.

Entry/Exit Devices
Entry/exit devices are used to identify the user to the Access
Control System to grant or deny access based on the user’s
access rights. They are easily customizable, up to 64 bits of
data (Wiegand data only).

Controllers
The controllers are used to control the door(s). Controllers
lock or unlock doors, based on the input of the entry/exit
devices or other options, such as a schedule.

Access System Manager (ASM): The brains of the system, the

Access System Manager can control up to 12 Access Door
Modules.

Access Door Module (ADM): The input/output of the system,

the Access Door Module can control up to 2 doors.

Typical Door Operational Sequence

For this example, there is one door to the room, with an entry
card reader on the outside of the door. The card reader is
connected to the Access Door Module (ADM), which is in turn
controlled by the Access System Manager (ASM). In the ASM,
there are Card User objects (CU), into which a person’s
information is entered, along with their access rights to the
room.

To enter the room, the user presents their card to the entry
card reader. The Door Controller object (DC) determines if
access should be granted based on the user’s access rights. If
access is granted, then the ASM tells the ADM to open the
door. The door locks again after the pulse time, and the user

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12 - Working with Access Control
must turn the doorknob (passage door set) from the inside,
to exit the room.
A simple card access system consists of one:
§ Proximity Card Reader
§ Wiegand Card
§ Door Contact
§ Access Door Module
§ Access System Manager

Simple Access Control System

Hallway

Entry
Card
Reader

Room

If the optional anti-passback is being used, the card user will

have to present their card to the exit card reader (a second
card reader, placed on the inside of the door) to exit, before
they can enter the office again by presenting their card to the
entry card reader again.

When anti-passback is in effect it prohibits a card user from

entering an area and then passing the access card back to
another person, giving that person unauthorized access to
the door.

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 Room Example Using Anti-Passback

Hallway

Entry
Exit Card
Card
Reader
Reader

Room

Degraded Mode
Degraded mode can be used to allow basic entry and exit
control if the Access Door Module loses communication with
the Access System Manager. The user’s card will be checked
against the site codes in the Access Door Module to allow
access if the site code matches.

Hardware Components
A typical Access Control System consists of these
components:
§ Operator Workstation with ORCAview software
§ Communication Network
§ Access System Manager
§ Access Door Module

Typical Access Control Network

A network is the communication path that joins an ORCAview
OWS and the controllers.

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 12 - Working with Access Control
The Access Door Module cannot be used alone, other than if
operating in degraded mode. It must be under the control of
an Access System Manager, as it is only the I/O portion of the
Access Control System. The Access Door Module is connected
to the Access System Manager via the Delta Controls
proprietary RS-485 communication standard LINKnet.

Each Access System Manager can support up to 12 Access

Door Modules connected on the LINKnet port, to control a
maximum of 24 doors from a single Access System Manager.

HVAC and Lighting controllers can be connected to the Access

Control System, controlling the integrated Access Control,
HVAC and Lighting system from the ORCAview front-end
software.

Operator Workstation
The Operator Workstation (OWS) consists of a computer
running the ORCAview applications. ORCAview combines an
intuitive graphic user interface (GUI) with powerful facilities
management and control capabilities. The operator typically
uses floor plans and equipment site graphics with dynamic
links and buttons for routine monitoring of the building.

The OWS computer can connect directly to the controller

network, or it can connect remotely over a telephone line, or
over the Internet/Intranet.

Communication Network
ORCAview and the controllers communicate using the
BACnet® Protocol on Ethernet, TCP/IP, EIA-232 (RS-232), and
EIA-485 (RS-485).

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Controllers
As shown in the architecture drawing, HVAC and Lighting
controllers can easily be added to the Access Control
network, providing integration between the three systems.

Access Control System Architecture

OrcaView

Ethernet

MS/TP MS/TP
Linknet

Access System Manager

1
12X12 12X12

VAV Controller

6X6

Linknet MS/TP MS/TP

Access Door Module Linknet supports up to 12

1 Linknet Devices off of one
Linknet port.
VAV Controller

6X6

BacStat II
Access Door Module MS/TP
12

OrcaView

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 12 - Working with Access Control

Managing Card Users

Adding and Modifying Card Users
As an operator, you may be required to assign an access card
to a new employee for permanent access, or to a visitor for
temporary access. You may also need to temporarily change
the access rights of a card user or a group of card users.

To add and modify card users, you utilize the Card User (CU)
object. The CU object is used to represent a user who can
access the system. It defines which doors the user can enter,
and when. The CU object also records data, such as card
number, PIN, and personal data. Every person with access to
the building will have a CU object.

Assigning a Card
As an operator, you may be required to assign an access card
to a new employee for permanent access, or to a visitor for
temporary access.

Create a new Card User (CU) object in the Access System

Manager, giving the object a name that reflects the person.

To assign a card:
1. To create a new Card User, right-click on the
white area in the Navigator right pane, and
select Card User (CU) in the Type of Object drop-
down list.

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 2. On the Setup tab, enter the card number, site
code, and optional PIN for the person.

3. On the Access Groups tab, specify the Access

Groups (AG) this user will belong to.

Access Groups are used to give a group of people access to the

same set of doors.

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4. If required, go through the Contact, Appearance
and Employee tabs and enter the personal
information. To include a picture, simply enter a
file name referencing the picture in the space
beside Picture.
5. Click Apply or OK.

Deactivating or Expiring a Person’s Card

As an operator, you may need to deactivate or expire an
access card. An example would be to expire the access card of
an employee who no longer works there or to deactivate the
card of a temporary employee.

To expire a card:

1. Open the Card User (CU) object associated with

the relevant person.
2. Under the Setup tab, enter the time and date at
which you want the Card User's card to be
deactivated or expired.

3. Click Apply or OK.

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Disabling a User
As an operator, you may need to disable an access card. An
example would be disabling an access card of an employee
who is on a temporary leave of absence, reinstating the
access card when they return to work.

To disable an access card:

1. Open the Card User (CU) object associated with
the relevant user.
2. Select Disabled from the Status Drop-down list
in the header of the CU object.

3. Click Apply or OK.

Lost Cards
As an operator, you may need to assign a card user's access
card as Lost. An example would be assigning a card that is
reported lost as Lost, making sure that no one else is able to
use it, and reactivating the card when it is found. When a
card is lost, you can set the card to be traced. An alarm
notification displays the next time that the card is used.

To assign a card as lost:

1. Open the Card User (CU) object associated with
the relevant user.
2. On the Setup tab, select Lost from the Card
Status list in the header of the CU object.

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3. Click Apply or OK.

Clearing Anti-Passback – User/Global

When Anti-passback is in effect, there may be certain
situations in which you, the operator, may need to clear the
anti-passback to allow a person/people to re-enter. An
example of this would be if everyone had to leave the office
building because of a fire alarm without swiping out of the
zones they are in. Anti-passback must be cleared to allow re-
entrance. You can clear all the zones for a single user in
individual zones, or reset all zones for all users.

To clear user anti-passback:

1. Open the Card User (CU) object of the relevant
person.

2. On the Anti-passback tab, click the Reset

buttons for each zone individually, to reset

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 some zones or click the Reset All Zones button,
to reset all the zones.
3. Click Apply or OK.

To clear Global Anti-passback:

1. Open the Access Setup (AS) object.
2. On the Setup tab, click the Local APB Reset
button to reset the Global Anti-passback.

3. Click Apply or OK.

Schedule Access
It is possible to override access settings, using the unlock/lock
override functions within the Door Controller (DC) object that
resides in the Access System Manager.

An unlock override might be put into effect daily during

regular office hours, affecting the main doors of the building.
This would allow everyone access to these doors during the
specified times.

A lock override may be put into effect on holidays, or for

emergency building closure situations. This would override
everyone’s regular access to the building, keeping the doors
locked.

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 12 - Working with Access Control

When assigning unlock/lock overrides, for independent control of

doors enter another schedule for each group of doors. This is done
so that each door group/door has its own schedule, meaning that
the doors can be operated independently of each other (i.e. you
will be able to adjust the schedule for a single door).
To override access settings:
1. Open the Door Controller (DC) object associated
with the door you would like to set the override
on.
2. Click the Schedule Config tab.

3. From the Unlock when input is menu, select On

or Off.
4. Select or clear the checkbox, Unlock after first
use.
5. Click Apply or OK.

Manual Lock/Unlock
As an operator, you may want to manually lock or unlock a
specific door. An example for when this may be done is if the
door is broken and is requiring maintenance. Normally, this
command would not be used.

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 The operator can manually lock or unlock the door by setting
the value of the Door Controller (DC) object. When the door
is manually locked it cannot be unlocked by a card swipe or
unlock override. When the door is manually unlocked it
cannot be relocked with a card swipe or lock override.

To return the door to automatic mode:

1. Click the Auto/Manual button.

2. Then click Apply or OK.

This will cause an event in the access system, as it is an

operation. You should let the Door Controller (DC) control
this.

Access Group Exceptions

As an operator, you may need to modify the access rights of
Users and Groups. Examples would be to extend access to the
pool area of an apartment for the whole group of users; or to
temporarily give a certain Card User (CU) access to the
maintenance room, while keeping the access rights of
everyone else in the Access Group the same.

Group Extensions are extensions to the already defined Door

List of a particular Access Group (AG). These extensions
extend the access privileges of the Access Group, either
adding a door, or extending a door that already exists in the
Door List.

User Access Exceptions can be defined to give an individual in

the group access privileges that the others don’t have, or to
suspend access for a user. This can be done for doors that

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already exist in the Door List, or doors that do not exist in the
Door List.

Use the lists within the Exceptions tab of the Access Group
(AG) object to define access extensions or exceptions for a
user group.

Modifying Group Extensions Example

In this example, the pool area is open to residents for an
extended time, as there is an apartment party. Access will be
granted beyond the normal hours specified.

To modify the access rights of a group:

1. Open the Access Group (AG) object associated
with the group for which you would like to
modify the extensions. In this example, this is
the APT-Residents Group.
2. Under the Exceptions tab, in the Group
Extensions section, enter the Door Controller
(DC) object or Door Group (DG) object for the
pool area in the Door/Door Group column.
3. Under the Schedule column, enter the Schedule
(SCH), which specifies the times you would like
this Access Group to have access to the door.
4. Click Apply or OK.

If the Schedule (SCH) is ON, access will be granted.

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Modifying User Exceptions Example
Adding User Exceptions to an Access Group would typically be
done to allow an individual access to a door that the rest of
the Access Group would not have access to, or to suspend the
access that the Access Group has for an individual user. John
Smith, the cleaner, has all the same access as the rest of the
Access Group, but he also needs access to the maintenance
room. This would be set in the User Exceptions, by adding the
maintenance door to which only John Smith has access to.

If the Schedule (SCH) is ON, access will be granted. If the SCH

is OFF, access will be denied. No Schedule (SCH) means that
access will always be denied.

User Exceptions override both Group Extensions and the

Door List for this Access Group. However, if another group
grants the user access, access to the door will be granted.

To modify the access rights of a user:

1. Open the Access Group (AG) object associated
with the Group/User for which you would like to
modify the exceptions.
2. Under the Exceptions tab in the User Exceptions
section, enter a particular Card User (CU) object,
specifying the person you would like to
grant/limit access to.

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 12 - Working with Access Control
3. In the same section, under Door/Door Group,
enter the Door Controller (DC) object or Door
Group (DG) object for which this exception
applies to.
4. Under Schedule, enter a Schedule (SCH), which
specifies the times the Card User will have
access to this door.
5. Click Apply or OK.

Tracing a User
The Trace User function allows the operator to track the
activities of a specific card user. When the card user presents
his card an alarm notification dialog is displayed at the
operator console.

To trace a user:
1. Open the Card User (CU) object associated with
the relevant user.
2. Under the Setup tab, select Trace User.

3. Click Apply or OK.

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 Each time this card user presents their card, this notification
is displayed at the workstation.

Working with Events and Alarms

As an operator, you respond to alarms and events during the
normal day-to-day operation of your site. When an alarm
notification occurs, you respond to it, and if necessary correct
the cause of the event. You can also modify the conditions
that result in an alarm notification.
The Delta Access Control System generates both access
control events and access control alarms. Both use the
standard BACnet event notification system.

For a description of the BACnet Event Management system,

see Chapter 6, Working with Events in this ORCAview
Operator Guide document.

For a detailed description, see Chapter 5, Event Management

System in the ORCAview Technical Reference manual.

Access Control Events

Access Control Events are automatically generated when an
access control activity takes place. Each event records the
card user name, access time and door entered for every valid
and invalid access attempt. The generated access control
events are as follows:

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12 - Working with Access Control
The Event Checkbox Is used to track:
On Valid Access all valid access attempts and muster
events
When Lost Card used when an attempt at access is made with
a lost card
Trouble Occurs occurrences of trouble, such as
supervised circuits
On Door Schedule Activity when any schedule linked to the door
controller (with the exception of a
schedule for Relock) turns ON or OFF
On Motion Detector the activity of the motion detector if
control one has been set up
When Door Group when a Door Group controls the
controls door operation of the door
For Trace User the activity of a user who is being traced
On Life Safety any activity of the door being controlled
by a Life Safety input
On Invalid Access any invalid access attempts
Door is Forced Open when the door is forced open
Operator Overrides door all activity of the operator overriding
control regular door control
On Relock Mode use when the door controller is in Relock
Mode
When GCL+ controls door the activity when the door is being
controlled by GCL+
When door is Ajar when the door is ajar
When Request to Exit whenever Request to Exit is used
used

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Access Control Alarms
Unlike events, alarms are potentially serious happenings that
may require attention from the operator. These include
circumstances such as someone trying to use a card reported
lost or stolen, an anti-passback violation, forced entry of a
locked door, etc. An alarm will pop up a window in the
operator console, forcing the operator to acknowledge the
alarm.

Alarm Checkbox: Is used to generate alarms:

On Valid Access by all valid access attempts and muster
events
When Lost Card used on all attempts at access made with a
lost card
Trouble Occurs at each occurrence of trouble
On Door Schedule Activity when any schedule linked to the door
controller (with the exception of a
schedule for Relock) turns ON or OFF
On Motion Detector based on the activity of the Motion
control Detector if one has been set up
When Door Group whenever a Door Group controls the
controls door operation of the door
For Trace User based on the activity of a user who is
being traced
On Life Safety based on any activity of the door being
controlled by a Life Safety input
On Invalid Access on any invalid access attempts
Door is Forced Open when the door is forced open
When operator Overrides on all activity of the operator overriding
door control regular door control
On Relock Mode use when the door controller is in Relock
Mode

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12 - Working with Access Control
Alarm Checkbox: Is used to generate alarms:
When GCL+ controls door on the activity when the door is being
controlled by GCL+
When door is Ajar when the door is ajar
When Request to Exit when Request to Exit is used
used

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Document Control

Edition Date Changes

1.0 25 April 2000 Original guide released with ORCAview 3.20.
1.1 February 2002 Added Chapter 11 Working with Access
Control
1.2 11 July 2002 Fixed Table of Contents did minor edits and
revised index. Converted files to an Adobe
FrameMaker document. The screen captures
are from ORCAview 3.20 but a complete
revision is scheduled for ORCAview 3.23.
Released as PDF files and as a paper manual.
3.0 15 October 2006 Revision includes major updates for 3.33.
FrameMaker files moved back to Microsoft
Word for compatibility with Partners who
need language translation; document size
changed to reflect standard paper size;
updated graphics and copyright page.
3.1 4 June 2009 Edits for 3.33R2, including updated copyright,
new version warning feature and stylistic
edits.
3.2 15 January 2012 Updates for 3.40 including Schedule.