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HESS U

SER GUIDE

OptaNODETM HESS V2.04.00

Published March 2015

GRID20/20 Head End Server System

& Data Collection Engine

© Copyright 2011-‐2015, GRID20/20 Inc. Richmond, Virginia

All Rights Reserved. GRID20/20 Confidential.

GRID20/20 Inc. HESS USER GUIDE

Rev. C.4 CONFIDENTIAL 2

Table of Contents Introduction ....................................................................................................................... 6

System Requirements .................................................................................................... 6

Login ............................................................................................................................... 7

Main Menu ......................................................................................................................... 8

View ................................................................................................................................... 9

Device Map .................................................................................................................... 9

Color codes .............................................................................................................. 10

Transformers .................................................................................................................... 11

Inventory of Transformers with OptaNODE™ DTMs .................................................... 11

DTMs ................................................................................................................................ 13

Inventory of OptaNODE™ Distribution Transformer Monitors .................................... 13

Substations ....................................................................................................................... 14

List of Substations ........................................................................................................ 14

Feeders ............................................................................................................................ 15

List of Feeders .............................................................................................................. 15

Tree .................................................................................................................................. 15

Power Grid Tree – Substation -‐ > Feeder -‐ > Distribution Transformer ....................... 15

Reports ............................................................................................................................. 16

Last Readings ............................................................................................................... 16

Daily Usage ................................................................................................................... 17

Events ........................................................................................................................... 18

Device .............................................................................................................................. 18

Dashboard .................................................................................................................... 19



Transformer Dashboard ........................................................................................... 19

OptaNODE™ DTM Dashboard .................................................................................. 22

TRANSFORMER Readings ............................................................................................. 25

OptaNODE DTM Readings ............................................................................................ 26

TRANSFORMER Graphs ................................................................................................ 28

OPTANODE DTM Graphs .............................................................................................. 29

Events ........................................................................................................................... 30

DEVICE Edit .................................................................................................................. 31

EditING TRANSFORMERS ......................................................................................... 31

About Transformer Types .................................................................................... 32

EditING OptaNODE DTMS ........................................................................................ 33

Deactivating an OptaNODE™ DTM .............................................................................. 35

User .................................................................................................................................. 36

Managing Transformers ................................................................................................... 36

DEVICES -‐ OptaNODE Distribution Transformer Monitors (DTM’s) Objects ................ 36

DEVICES -‐ Distribution Transformer Objects ................................................................ 36

Common Tasks ................................................................................................................. 37

Search .......................................................................................................................... 37

Help .............................................................................................................................. 37

Graph Personalization .................................................................................................. 39

Readings Personalization ............................................................................................. 40

Quick Graph Zoom Function ........................................................................................ 41

Export / Download Readings ........................................................................................ 42

Dismiss alerts of events ............................................................................................... 42



Adding a Transformer .................................................................................................. 44

Removing a DTM from a Transformer ......................................................................... 45

Changing the DTM on a Transformer ........................................................................... 46

Relocating a DTM to a new Transformer ..................................................................... 48

Technical Support ............................................................................................................ 49



Disclaimer GRID20/20 PROVIDES THIS DOCUMENT “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OR CONDITIONS OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-‐INFRINGEMENT. IN NO EVENT SHALL GRID20/20, ITS DIRECTORS, OFFICERS, EMPLOYEES OR AGENTS BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES FOR LOSS OF PROFITS, LOSS OF BUSINESS, PROPERTY DAMAGE, PERSONAL INJURY OR LIABILITY, LOSS OF USE OR DATA, INTERRUPTION OF BUSINESS AND THE LIKE, EVEN IF USER AND/OR GRID20/20 HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES ARISING FROM ANY DEFECT OR ERROR IN THIS MANUAL OR PRODUCT. No part of this manual, including the products described in it may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form or any means, without the express written permission of GRID20/20 Inc. Violations are strictly prohibited.



Introduction OptaNODETM HESS (i.e., Head End Server System) is GRID20/20’s Data Collection Engine, Repository and Monitoring software. OptaNODETM HESS collects information from OptaNODETM DTM (i.e., Distribution Transformer Monitor) devices and stores it in a relational database for later retrieval and further analysis.

The software presents a Graphical User Interface (GUI) that can be accessed using all major web browsers. It includes powerful mapping and graphing tools for monitoring installed devices and provides visual historic information. Raw data export is also available for downloading information into 3rd party data management systems such as Microsoft Excel.

System Requirements There are no specific system requirements to access OptaNODETM HESS web-‐based graphical user interface, and all major browsers are supported, including:

• Chrome • Firefox • Safari • Internet Explorer 8.0 (or greater)

However we do recommend Google Chrome as the best browser of choice.



Login To log into the system, point your browser to the OptaNODETM HESS URL, and enter your access credentials.

Please contact your GRID20/20 Account Manager to obtain your OptaNODETM HESS URL and access credentials.

If you have lost or forgotten your system password, but you remember your username, there is a “Forgot Password” link that will have the system email you your password. If you do not remember your user name either, you must contact GRID20/20 Tech support to have the support engineers send you a new login credential email from the system.

A Quick word about passwords… Recent studies have shown that length of passwords tend to offer more security than complexity of the password. For every character that you add to your password, there are exponentially more possible combinations. While we recommend a password of at least 8 characters with and appropriate mix of uppercase, lowercase characters and numbers, a 10, 12, or more character password offers much more security.



Main Menu There are different sections within OptaNODETM HESS, accessible via the Main Menu and its Drop-‐down Sub-‐menus. Access to the menus is driven by customer access keys, so not all users will see all of the menu options listed below. Additionally, some of the options you may see on some of the screen captures in this document may also be controlled by access keys and may not be available to all users.

• View o Device Map – View the Transformers and/or DTMs on a Map view o Transformers – View the Transformers in a tabular list view o DTMs – View the OptaNODE DTMs in a tabular list view o Substations – View and modify the Substations in the system o Feeders – View and modify the Feeders in the system o Tree – View the system from a hierarchical tree view by substation and feeder

• Reports o Last Readings – View a report of the last reported value of each OptaNODE DTM o Daily Usage – Get a report of the consumption summary for each OptaNODE in the

system. User can select number of days and the time of the day to sync the readings o Events – If user has access, view the system events that have occurred.

• Device (note that the Device menu is only active when a Transformer or OptaNODE DTM is selected from a list, report, or map view)

o Dashboard – See the summary dashboard for the selected device o Readings – Review the raw and calculated readings for the selected device o Graphs – View the graphs for the collected and calculated data for the device o Events – Review any system events specific to this device o Edit – Edit the user-‐accessible parameters about this device

• User o Log Out – Log out of the system (recommended) o Password – Modify your password o Settings – Program settings like email address, cell phone number and text address,

etc. • History – View a list of the last 20 pages you have viewed and link directly back to them

Each section is explained in detail in this manual.



View The View group of menus offers the user the various ways to view the transformers and DTM devices in the system. Basically there are 3 classes of views: lists, map, and tree. Each of the individual menus and their associated views are described below.

Device Map The map view offers a general overview of the OptaNODE™ DTM devices and Transformers locations. The units are presented within a Google map with all of the typical Google Map features such as map/satellite views, zoom in/out, and drag.

Clicking on a marker (e.g. pin or transformer marker) on the map will re-‐direct you to the specific detailed view for that item. Hovering over a marker with your mouse pointer will display some basic information about the device. Clicking on a substation, if shown, will redisplay the map with only the devices on that substation selected.



On the left sidebar, the ‘MAP FILTERS’ section allows for displaying only specific items.

Items to be displayed can be filtered by:

• Substation and Feeder

Additionally, you can opt to display different types of items on the map:

• Transformers • DTM Devices (to display the active OptaNODETM DTMs) • Inactive Devices (to display the inactive OptaNODEs) • Substations • GSM Cell Towers (may not be available depending on your access keys)

COLOR CODES

The markers representing OptaNODETM devices on the map have different colors, depending upon each device’s status:

• Green : Active OptaNODETM DTM unit (working properly) • Yellow : OptaNODETM DTM unit has not responded in the last 3-‐12 polling

cycles (3-‐12 is the default range, can be customized per utility) • Red : OptaNODETM DTM unit has not responded in the last 12+ polling cycles

(12 is the default value, can be customized per utility) • Gray : Inactive OptaNODETM DTM unit (not being polled) • Blue : OptaNODETM DTM unit has never communicated • Black : OptaNODETM DTM unit has reported a power outage and has not

reported restored power

Additionally, Transformers are displayed with a particular color code as well. • Green : Active Transformer that has been operating within its capacity and

voltage for the past 24 hours • Yellow : Active Transformer that has operated slightly out of its rated capacity

and/or voltage. Hovering over the marker will give more details • Red : Active Transformer that has operated significantly out of its rated

capacity and/or voltage. Hovering over the marker will give more details. • Gray : Inactive Transformer (not currently active in the system) • Blue : A Transformer for which no data has ever been collected



Transformers Inventory of Transformers with OptaNODE™ DTMs The default Transformer inventory view is an ordered table that shows all the transformers with OptaNODE™ DTM devices configured in the system.

This view shows an ordered table of all provisioned transformers starting with the active units, followed by the inactive (gray background) units. Links on columns ‘ID: NAME’ and ‘OptaNODE DTMs’ point to each device’s associated detailed dashboard view. If your transformer has its latitude and longitude programmed, then a map pin will appear and you can click on it to see just that transformer on a map view.

If your password permits editing a Transformer, then there will be an edit iconpresented next to the link which will take you directly to the Transformer edit page for that device.

This table shows all the active units over white background.



STATUS

The status column operates in a manner similar to the Map view in that it indicates whether the transformer has been operating within its rated capacity and secondary voltage over the past 24 hours.

VOLTAGE

The V indicates the voltage and turns yellow if the secondary voltage drops below 95% of rated voltage or over 105% of rated voltage. It will turn red if the voltage drops below 91.7% of rated voltage or exceeds 105.8% of rated voltage.

CURRENT

The A indicates the current and turns yellow if the current exceeds 125% of the rated capacity of the transformer, and red if it exceeds 150% of rated capacity.

POWER

The W indicates the average interval KW and turns yellow if the power exceeds 125% of the rated capacity of the transformer and turns red if the power exceeded 150% of rated capacity.

If the status variable is green there is no hyperlink provided. However if the indicator is yellow or red, the user can click on the indicator to be taken directly to a graph of the parameter in question to see what has occurred.



DTMs Inventory of OptaNODE™ Distribution Transformer Monitors The default OptaNODE™ inventory view is an ordered table that shows all OptaNODE™ DTM devices

The blue link under the ‘DTMID: NAME’ column points to the specific OptaNODE™ DTM unit dashboard, while the link under the ‘TRANSFORMER’ column points to the Distribution Transformer detailed information dashboard. If the associated transformer has its latitude and longitude programmed, then a map pin will appear and you can click on it to see just that DTM/Transformer on a map view.

If your password permits editing an OptaNODE DTM, then there will be an edit iconpresented next to the link which will take you directly to the OptaNODE edit page for that device.

The DTM Type is also displayed. This indicates whether it is a GSM or GridStream RF Mesh unit, General Purpose (Single Phase) or PolyPhase, etc. The DTM type is set by the system administrators and generally cannot be modified by most users.

The Serial Number column represents the device serial number found on the label on the side of the DTM enclosure.

The IP Address indicates what IP Address the device is currently operating at and typically is a private address inside of a Virtual Private Network.

Finally, the Status column indicates if the DTM is active by listing a channel number for the associated polling or listening channel. GridStream devices are always on Channel 1, Store and Forward Devices are on channel 99. All other polled devices are listed on one of the allocated polling channels assigned to the utility. System administrators manage the number of channels allocated to a given utility based upon number of devices and



the required polling frequency. Polled devices should be balanced so that the same number of devices, relatively speaking, are assigned to each channel.

Filters at the top of the page allow for filtering the list by substation and feeders. And the sort column allows the results to be sorted by some of the columns, rather than the default of DTM ID.

Finally, the button at the top of the page will download the list of all DTMs as a CSV file for the user to bring into Excel or other appropriate spreadsheet application.

Substations List of Substations The default Substation inventory view is an ordered table that shows all substations.

The blue substation names are links that will take the user to the page to edit the substation parameters such as its name and its latitude and longitude. Substations that have their latitude and longitude programmed can be displayed on the Map view and used to select the Transformers associated with that substation only.



Feeders List of Feeders The default Feeders inventory view is an ordered table that shows all feeders. They are ordered by Substation so that a given feeder is easy to locate in the list.

By clicking on the blue Feeder name, the user will be taken to the feeder page where changes can be made to the feeder’s name.

Tree Power Grid Tree – Substation -‐ > Feeder -‐ > Distribution Transformer The default Tree view is an ordered tree list that shows all substations, feeders and distribution transformers.



This offers the user a hierarchical view of the power distribution system, similar to the tree view of directories in Windows Explorer. Active Transformers are displayed in black and inactive transformers are displayed in gray. Selecting a Substation in the tree view takes the user to the Map view of the transformers with the Substation selected in the filter. Likewise, selecting a Feeder in the Tree View takes the user to a Map view with the Substation and Feeder selected in the filter. Selecting the individual Transformer takes the user to the Dashboard page for that Transformer.

Reports Last Readings The ‘Last Readings Taken From OptaNODE DTMs’ view presents a snapshot of the last readings taken from all of the active OptaNODE™ DTM devices in the system.



Displayed information includes:

• Device ID: DTM Name and unique ID automatically assigned at the moment of provisioning

• Timestamp: date and time when the last reading information was retrieved in local time for the utility

• Measured data: KWH, KVAH, VRMS, VMAX, VMIN, IRMS, IMAX, IMIN, FREQUENCY, Temp (in oC) and Temp (in oF)

Daily Usage The ‘Daily Usage Report’ view presents a snapshot of the daily usage readings taken from all of the active OptaNODE™ DTM devices in the system. There are a set of filter parameters at the top that allow the report to be generated for any number of days within the past 93 days. Use the drop-‐down menus to select the Start Date, End Date, and which hour of the day. Then select the button and the page will refresh. Note that if you accidentally select an End date that occurs before the Start Date, the system will return Errors for the period values.


• OptaNODE DTM and Transformer ID and Names • The KWH Reading at the beginning date and time (Date and Time are indicated in

the header of the column) • The KWH Reading at the End date and time (Date and Time are indicated in the

header of the column) • Period Total KWH – the total KiloWatt Hours consumed during the specified time.

These are links that will take you to the Readings page for the particular Transformer



• Minimum and Maximum Voltage, Current, and Temperature for the specified period.

Events The ‘System Events’ window shows the latest events for that unit, such as polling errors or user parameter edits.

The list of Events can be filtered by type and limited to the desired number of rows.

All the events shown can be downloaded as a (.csv) file by clicking on the ‘Download Events’ button.

To sort by any of the columns, click on the ^ or v buttons in the column headers. The filter at the very top determines how many rows are returned from the call to the server. Then the control allows the user to manage how many rows are displayed at a time. At the bottom right, there are buttons for First, Previous, Page Number, Next, and Last. These control which pages of results are displayed.

Device The Device Menu activates whenever a Transformer or OptaNODE DTM is selected from either the Map, Tree, or List view. The Device menus for Transformers and DTMs are



almost identical with DTMs offering a menu selection for Events (if the user has access to system Events) where Transformers do not.

Essentially there are menus to access the device’s Dashboard page, to review the readings that have been collected from the device, to view the collected and calculated data graphically, and to edit the operating parameters of the selected device.

Dashboard TRANSFORMER DASHBOARD

The ‘Transformer Dashboard’ shows detailed information for the selected transformer. A snapshot of the measured values from the latest readings is shown, along with a set of calculated values. Many of the values are also hyperlinks that can take the user to the specific data behind the displayed values. The following information can be found on this window:

1. Map showing the Transformer location – This map can be zoomed in or out to help determine the exact location of the device.

2. Transformer information – This is general information about the device. This information includes the Serial Number, Substation, Feeder and Phase, Primary



and Secondary Voltage, and a link to the OpatNODE DTM that is installed on the transformer.

3. Latest reading information – These represent the values that were collected the last time the OptaNODE DTM connected to this transformer reported its monitored values. Note that the last Read Time will follow the same rules for turning yellow and/or red as the Map and Inventory lists.

a. REAL POWER (KW) – this section shows the total KWH Register value, the interval KWH consumption over the most recent polling interval and the interval KW demand (in the values labeled “Now:”), the total consumption for the past 24 hours (labeled “Day:”) and last 30 days (labeled “Month:”), along with the peak interval demand over the past 24 hours and 30 days.

b. APPARENT POWER (KVA) -‐ this section shows the total KVAH Register value, the interval KVAH consumption over the most recent polling interval and the interval KVA demand (in the values labeled “Now:”), the total consumption for the past 24 hours (labeled “Day:”) and last 30 days (labeled “Month:”), along with the peak interval demand over the past 24 hours and 30 days.

c. REACTIVE POWER (KVAR) -‐ this section represents calculated KVAR and KVARH values for the specified intervals including the interval KVARH consumption over the most recent polling interval and the interval KVAR demand (in the values labeled “Now:”), the total consumption for the past 24 hours (labeled “Day:”) and last 30 days (labeled “Month:”), along with the peak interval demand over the past 24 hours and 30 days. It also shows the average power factor for the current data interval, along with the minimum interval power factor for the past 24 hours and past 30 days.

d. VOLTAGE (V) -‐ this section shows the RMS, RMS Min, and RMS Max voltage for the last reading interval, the Min and Max for the past 24 hours, and the Min and Max voltage for the past 30 days. In the case of BDE devices, the RMS voltage is the average RMS voltage.

e. CURRENT (A) – this section shows the RMS, RMS Min, and RMS Max current for the last reading interval, the Min and Max for the past 24 hours, and the Min and Max for the past 30 days. In the case of BDE devices, the RMS current is the average RMS current.

f. TEMPERATURE AND FREQUENCY – Finally the temperature and line frequency at the time of the last reading are displayed.



g. Any values that are blue are hyperlinks that will take the user to the block of readings that entered into the calculation, or that led up to and occurred after the indicated minimum or maximum.

4. 24-‐hour graphs – These are mini graphs of the reading collected over the last 24 hours from the device.

a. INTERVAL DEMAND – this depicts the interval demand for the past 24 hours in KW and KVA. In the case of BDE Devices, the values are NET KW and NET KVA. The background of the graph is color coded to indicate if the transformer is operating within its nameplate capacity. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for KW and KVA. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

b. MEASURED VOLTAGE -‐ this depicts the interval voltage for the past 24 hours in Volts. The interval RMS minimum, RMS maximum, and RMS (Average RMS in the case of BDE devices) voltages are displayed. The background of the graph is color coded to indicate if the transformer is operating within its nameplate voltage range. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for Voltage. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

c. MEASURED CURRENT -‐ this depicts the interval current for the past 24 hours in Amps. The interval RMS minimum, RMS maximum, and RMS (Average RMS in the case of BDE devices) current are displayed. The background of the graph is color coded to indicate if the transformer is operating within its nameplate capacity. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for Current. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

d. MEASURED Temperature -‐ this depicts the interval temperature for the past 24 hours in degrees Celsius. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for temperature. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

5. NEXT/LAST Transformer – In the top right of the screen are buttons that will take the user through the transformers in the system one at a time and display the dashboard page for the selected transformer.



OPTANODE™ DTM DASHBOARD

The ‘OptaNODE™ DTM’ dashboard presents the following detailed information:

1. Map showing the OptaNODE™ DTM location – This map can be zoomed in or out to help determine the exact location of the device.

2. OptaNODE™ DTM information – This is general information about the device. o Serial Number of the device o Radio ID (for example ICCID of a GSM SIM card) o DTM Type which indicates the type and communications protocol o Hardware and Firmware revision indication o The Communications parameters of IP Address, IP Port, and DNP3 Address. o The Poll interval indicating how often the device will provide readings. o Please note the ‘Ping Device’ function at the end of this table, which allows

you to determine if this unit is / is not communicating. o The Poll Device Button may also be available to certain high-‐level users.

3. Latest reading information – These represent the values that were collected the last time the OptaNODE DTM reported its monitored values. Note that the last



Read Time will follow the same rules for turning yellow and/or red as the Map and Inventory lists.

o REAL POWER (KW) – this section shows the total KWH Register value, the interval KWH consumption over the most recent polling interval and the interval KW demand (in the values labeled “Now:”), the total consumption for the past 24 hours (labeled “Day:”) and last 30 days (labeled “Month:”), along with the peak interval demand over the pas 24 hours and 30 days.

o APPARENT POWER (KVA) -‐ this section shows the total KVAH Register value, the interval KVAH consumption over the most recent polling interval and the interval KVA demand (in the values labeled “Now:”), the total consumption for the past 24 hours (labeled “Day:”) and last 30 days (labeled “Month:”), along with the peak interval demand over the pas 24 hours and 30 days.

o REACTIVE POWER (KVAR) -‐ this section represents calculated KVAR and KVARH values for the specified intervals including the interval KVARH consumption over the most recent polling interval and the interval KVAR demand (in the values labeled “Now:”), the total consumption for the past 24 hours (labeled “Day:”) and last 30 days (labeled “Month:”), along with the peak interval demand over the past 24 hours and 30 days. It also shows the average power factor for the current data interval, along with the minimum interval power factor for the past 24 hours and past 30 days.

o VOLTAGE (V) -‐ this section shows the RMS, RMS Min, and RMS Max voltage for the last reading interval, the Min and Max for the past 24 hours, and the Min and Max voltage for the past 30 days. In the case of BDE devices, the RMS voltage is replaced with average RMS voltage.

o CURRENT (A) – this section shows the RMS, RMS Min, and RMS Max current for the last reading interval, the Min and Max for the past 24 hours, and the Min and Max for the past 30 days. In the case of BDE devices, the RMS current is replaced with average RMS current.

o TEMPERATURE AND FREQUENCY – Finally the temperature and line frequency at the time of the last reading are displayed.

o Any values that are blue are hyperlinks that will take the user to the block of readings that entered into the calculation, or that led up to and occurred after the indicated minimum or maximum.

4. 24-‐hour graphs – These are mini graphs of the reading collected over the last 24 hours from the device.



o INTERVAL DEMAND – this depicts the interval demand for the past 24 hours in KW and KVA. In the case of BDE Devices, the values are NET KW and NET KVA. The background of the graph is color coded to indicate if the transformer is operating within its nameplate capacity. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for KW and KVA. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

o MEASURED VOLTAGE -‐ this depicts the interval voltage for the past 24 hours in Volts. The interval RMS minimum, RMS maximum, and RMS (or RMS Average in the case of BDE devices) voltages are displayed. The background of the graph is color coded to indicate if the transformer is operating within its nameplate secondary voltage range. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for Voltage. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

o MEASURED CURRENT -‐ this depicts the interval current for the past 24 hours in Amps. The interval RMS minimum, RMS maximum, and RMS (or RMS Average in the case of BDE devices) current are displayed. The background of the graph is color coded to indicate if the transformer is operating within its nameplate capacity. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for Current. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

o MEASURED Temperature -‐ this depicts the interval temperature for the past 24 hours in degrees Celsius. There is a magnifying glass icon in the top left of the graph that will take the user directly to the detailed graph for temperature. Hovering over the graph will cause a pop-‐up window to display with details about the time and reading.

5. NEXT/LAST OptaNODE DTM – In the top right of the screen are buttons that will take the user through the OptaNODE DTMs in the system one at a time and display the dashboard page for the selected DTM.



TRANSFORMER Readings

This view shows the set of readings, listed by most recent first, for this transformer as recorded and reported by the OptaNODE DTM. The columns are dependent on the type of DTM, for example BDE devices will have columns for reverse energy flow and average voltage and current. Three Phase DTMs will have columns for energy, current, and voltage per phase.


• Timestamp: date and time when the information was retrieved in the utility’s local time zone as shown at the top right of the page.

• Measured and computed data (computed data is shown in italics): TOTAL KWH, INTERVAL KWH, AVERAGE INTERVAL KW, TOTAL KVAH, INTERVAL KVAH, AVERAGE INTERVAL KVA, INTERVAL KVARH, AVERAGE INTERVAL KVAR, AVERAGE INTERVAL POWER FACTOR, VRMS, VMAX, VMIN, IRMS, IMAX, IMIN, Temp (in oC), Temp (in oF) and FREQUENCY

• Hovering over a cell will cause a pop-‐up help message to appear to indicate what value the cursor is on.

• The filter at the top left can be used to specify what date and time range you would like to view in this report. Click on the calendar icon next to the date ranges to get a pop-‐up window with a calendar control to assist in the entry of date and time.

• A Previous/Next Transformer button at the top right of the page will scroll through the active transformers and display the data for the newly selected transformer.

All recorded information can be exported to a (.csv file) using the Download Readings button on the top right corner. For more information go to: Export / Download Readings or Events.



The Transformer ID and name link, can be used to go back to the Transformer dashboard. Or select DeviceàDashboard to return to the device dashboard.

OptaNODE DTM Readings This view shows the set of readings, listed by most recent first, for this OptaNODE DTM. The columns are dependent on the type of DTM, for example BDE devices will have columns for reverse energy flow and average voltage and current. Three Phase DTMs will have columns for energy, current, and voltage per phase.


• Timestamp: date and time when the information was retrieved in the utility’s local time zone as shown at the top right of the page.

• Measured and computed data (computed data is shown in italics): TOTAL KWH, INTERVAL KWH, AVERAGE INTERVAL KW, TOTAL KVAH, INTERVAL KVAH, AVERAGE INTERVAL KVA, INTERVAL KVARH, AVERAGE INTERVAL KVAR, AVERAGE INTERVAL POWER FACTOR, VRMS, VMAX, VMIN, IRMS, IMAX, IMIN, Temp (in oC), Temp (in oF) and FREQUENCY

• Hovering over a cell will cause a pop-‐up help message to appear to indicate what value the cursor is on.

• The filter at the top left can be used to specify what date and time range you would like to view in this report. Click on the calendar icon next to the date ranges to get a pop-‐up window with a calendar control to assist in the entry of date and time.

• A Previous/Next OptaNODE DTM button at the top right of the page will scroll through the active DTMs and display the data for the newly selected DTM.



All recorded information can be exported to a (.csv file) using the Download Readings button on the top right corner. For more information go to: Export / Download Readings or Events.

The DTM ID and name link, can be used to go back to the OptaNODE DTM dashboard. Or select DeviceàDashboard to return to the device dashboard.



TRANSFORMER Graphs The ‘Graphs’ window shows a detailed graphic, which can be customized by selecting the scope and values to display. After selecting the desired values offered on the left margin, click the update button to render the desired graph.

Dates for the Scope should be entered as YYYY/MM/DD HH:MM 24 hour format. Or the pop-‐up calendar widget can be used to select the desired dates and times to display.

It is not recommended to combine data sets that have vastly different ranges. For example measured current is typically less than 200A, while kilowatt hours may be in the 100,000+ range. Since the graphs all share the same Y-‐axis, the measured current will be virtually flat, near the X-‐axis.

Once the graph is rendered as you desire, the values displayed in the key area at the top right can be clicked to turn any of the display values on or off. Also, you can zoom into any section of the graph by dragging your mouse from the start to the end times you want to zoom into.

Each dataset is shown in a different color indicated on the upper right corner. If the appropriate Capacity and Secondary Voltage parameters are entered for the Transformer, then the graphs will render with a background color indicating whether the transformer is operating within its rated capacity.

For Current and Power (KVA), the background color is green from 0-‐100%, yellow from 100-‐125%, violet from 125-‐150% and red above 150% of the rated capacity. For Voltage, the background is green from 95% -‐ 105% of rated voltage, yellow from 91.7% to 95% and 105% -‐ 105.8%, and red below 91.7% and above 105.8% of the rated secondary voltage of the transformer.

The small icons in the top right of the graph allow for printing and downloading the graph in various formats.



Here is a sample Transformer graph of a Transformer that is exceeding its rated capacity by as much as 150%. It shows the different colored bands on the chart to indicate the various percentages of rated capacity. It can also be noted from this graph that the KVA values are running significantly higher than the KW values, indicating a rather poor power factor.

OPTANODE DTM Graphs DTM Graphs work essentially the same as Transformer Graphs. In the example below, values were selected from all of the groups of readings. This resulted in a graph with values that don’t align well with each other on the Y-‐Axis. Also, when values are selected from multiple value groups (e.g. mixing Voltage and Current), the color banding of the graph’s background is disabled.



Events

The ‘System Events For OptaNODE View’ window shows a time ordered list of the events that have occurred in the system, starting from the most recent one. The table includes the following columns:

1. EVENT ID: Unique event identifier, automatically assigned 2. TIME: Date and time when the event occurred



3. TYPE: Code associated with the event type 4. DEVICE ID: Unique device identifier (0 means no associated unit for this event) 5. DESCRIPTION: Detailed explanation of the event

All links on the ‘DEVICE ID’ column point to the detailed view of the associated device.

OptaNODE™ HESS logs all changes to system parameters, captures the previous and new values, and logs the user(s) who administered the change(s).

The list of Events can be filtered by type and limited to the desired number of rows.

All the events shown can be downloaded as a (.csv) file by clicking on the ‘Download Events’ button.

The OptaNODE ID and name link, can be used to return to the OptaNODE™ DTM dashboard.

DEVICE Edit One of the key services the system offers is the ability to modify some of the operating parameters of the Transformers and DTMs. Depending on the device you have selected, the edit screen varies to match the capabilities of the device. Editing Transformer parameters centers around the physical properties of the distribution transformer the OptaNODE DTM is connected to. Editing the OptaNODE DTM properties is focused on the parameters that manage the communications and network operation.

All of the editable parameters are driven by customer access keys, so not all users will see all of the parameter options listed below. Additionally, some of the parameters you may see on some of the screen captures in this document may also be controlled by access keys and may not be available to all users.

This section provides information about editing the device’s properties.

EDITING TRANSFORMERS

All of the editable parameters are driven by customer access keys, so not all users will see all of the parameter options listed below. Additionally, some of the parameters you may see on some of the screen captures in this document may also be controlled by access keys and may not be available to all users.

This section provides access to editing the Transformer’s properties.



WARNING: Modifying the parameters for a given Transformer may affect its associated OptaNODE™ DTM performance or behavior. Do not modify any of these parameters if you are not qualified, authorized, and aware of the effects your changes will make.

After filling in all fields presented on the form, click the ‘Save Changes’ button to apply the changes. When done, click the Transformer ID and name link, to return to the Transformer dashboard. If there are OptaNODE DTMs associated with this Transformer, some parameters will be copied to the associated DTM(s) when the changes are saved.

ABOUT TRANSFORMER TYPES

Type 1 -‐ Single/Split Phase Transformer with DTM-‐GP: These should be used for all standard OptaNODE™ DTM-‐GP installations.

Type 2 -‐ PolyPhase Transformer with PolyPhase DTM -‐ This is a reserved type that will handle the new PolyPhase OptaNODE™ DTM device.

Type 7 – Single Phase Transformer with Bi-‐Directional Energy DTM -‐ This type is reserved for the new BDE OptaNODE™ DTM device.



All data that the OptaNODE™ DTM device collects will be saved and stored for the transformer as well. This allows customers to move an OptaNODE™ DTM device to a new transformer and accurately track the data.

EDITING OPTANODE DTMS

WARNING: Modifying the parameters for a given OptaNODE™ DTM device may affect its performance or behavior. Do not modify any of these parameters if you are not qualified, authorized, and aware of the effects your changes will make.

Each section and its properties are explained below (some of them are self-‐explanatory):

• General Parameters: general information about this unit. o Device Name: descriptive name, for reference. Typically most users will put

the DTM Serial number in this field. However, some utilities will assign their own asset number to the DTM and enter that asset number into this field. The field is totally at the discretion of the end user to help manage their devices in a logical manner.

o Device Type: communications technology (GSM, L+G, etc.) – NOTE: the right communication type must be selected for each device. Only system admin users can modify this parameter



o Poll Channel: data polling channel assigned to this OptaNODE™ DTM – see details below.

o Transformer: Distribution Transformer where this OptaNODE™ DTM is installed. The UI will only allow you to select a transformer if:

§ The transformer must already exist in the system database. § The transformer must be able to accept an OptaNODE DTM

assignment. • Type 1 Transformers can only accept one OptaNODE DTM and

thus will not be offered as a choice in the list if another OptaNODE DTM is currently assigned to it.

§ If you need to add a new transformer to the system (and your password allows it), click on the button to be taken to the Add Transformer wizard page.

§ If the user has access to editing Transformers, then the button will also be visible. This allows the user to quickly toggle between editing the DTM and associated Transformer records.

• Notes: this section can be used to write notes or comments about this device. Its

contents have no impact on the device’s behavior or configuration.

• Communications Network Parameters – These parameters are reserved for admin level users and are presented only as informational for typical users of the system IMPORTANT NOTE: Please be cautious when configuring these settings. A wrong setting may render the device unreachable.

o Serial Number: device’s serial number. o RF Module ID: unique identifier for the communications module. (Example:

for GSM, this is the SIM card’s ICCID; for L+G, this is the LAN ID.) o IP Address: for GSM devices, this is the device’s IP address. For L+G, this is

the takeout point device’s IP address. o IP Port: DNP3 TCP/IP port – default is 20000 o DNP3 ID: the device’s DNP3 ID. o Poll Frequency: Polling frequency time in minutes.

NOTE: After editing any configuration settings, you must click on the ‘Save Changes’ button, located on the bottom left corner, to apply new settings (including the Firmware upgrade request), otherwise, any changes will be discarded.



About ‘Polling Channels’: Each utility is assigned a fixed number of polling channels based on the size of their deployment and the required polling frequency. OptaNODE™ DTM devices can then be assigned to any of the assigned polling channels by the user. There are a few rules to keep in mind for assigning poll channels.

• GridStream devices should either be assigned to Channel 1 or Inactive

• GSM Devices can be either Inactive or assigned to any of the available channels. When selecting a channel, an attempt should be made to balance the load across all of the available channels. When the drop down is clicked, the available channels are displayed along with the number of devices that are already assigned to each.

• GSM Devices that support Store and Forward should be assigned to channel 99 or Inactive.

Deactivating an OptaNODE™ DTM To deactivate an OptaNODE™ DTM device, select ‘Device Inactive’ on the Poll Channel drop-‐down box.



User This section provides access to common User functions:

• Log out of the system. • Password – change your own password. • Settings – edit User information and configure Starting Page and Preferred View.

Each user can choose their preferred initial view and whether they prefer to default to DTM views or Transformer views.

Managing Transformers DEVICES -‐ OptaNODE Distribution Transformer Monitors (DTM’s) Objects The DTM objects in the system represent the physical device that can be installed on a distribution transformer to monitor its electrical characteristics. Most of the parameters associated with the DTM in the system are specific to the communications network and cannot be modified by a typical user of the system. Only approved engineers and system administrators can make changes to these values as they can affect the behavior of the networks and the cost to operate the systems.

If users have access to editing the parameters of a DTM, they will only be able to change the device name, whether it is/is not activated, which poll channel it operates on, and what transformer it is associated with at any time. (Those familiar with the previous versions of the HESS will see that many parameters like substation, feeder, phase, latitude, longitude, etc. are now gone from the DTM devices.) Finally, system users with access rights to add a Transformer to the system, will be able to add and associate transformers with the DTM.

DEVICES -‐ Distribution Transformer Objects The Transformer objects in the system represent the physical distribution transformer in the field. Just like the actual transformer, the object contains parameters like substation, feeder, phase, location, capacity, primary and secondary voltage, and so forth. Since there are no opportunities for the definition of transformer objects in the system to affect the performance of the system, users who are granted access rights to edit transformers are not restricted to any fields that they cannot modify.



Why are Transformer objects separate from DTM objects? There are a variety of reasons. The two most significant ones are replacement and relocation. Replacement is the situation where, for some reason, a DTM becomes inoperative and a new DTM is installed, the transformer object will track the data seamlessly for a transformer when a new device is installed on it. In the case of relocation, while GRID20/20 does not recommend relocating DTMs from transformer to transformer, we recognize that this practice does take place. In HESS we are trying to help track the data for a given transformer while the DTM is installed upon it along with the parameters that would facilitate analysis of the data.

DATA MANAGEMENT Basically, the system stores all of the historical data in a database that is associated with both the DTM and the Transformer. This allows the system to track which readings taken by a given DTM are associated with a given transformer object in the system. This model offers a clean and efficient approach to managing the large amounts of collected historical data.

Common Tasks Search The ‘Search’ function, accessible on the top right corner from any view within OptaNODE™ HESS, will search the System Database for OptaNODE™ DTM devices or Transformers matching the desired search term.

Help From any view within OptaNODE™ HESS, the Help section can be accessed at any time by clicking on the ‘Help’ link on the top right corner.



The ‘Help’ section provides access to documentation, support e-‐mail addresses, Help Desk System access, and support phone numbers.



Graph Personalization A specific date range can be used when viewing graphs.

• Using the range function on the left sidebar,

the desired dates can be input in the format: o YYYY/MM/DD

• Or, time and date in the format: o YYYY/MM/DD HH:MM

• Or click on the Calendar Widget icon to bring up the Calendar Widget to help enter the date and

time

o The calendar widget will pop up in a new window (Note that you may have

to instruct your browser to allow pop-‐ups on the HESS website).



o It is recommended that you enter the TIME first, then select the date. This is due to the fact that when you click on the date, the control will close and the new value will be updated in the Range field.

IMPORTANT: The results will include everything greater and equal to the From: Date (& Time), and less than but not equal to the To: Date (& Time). For example: to get all January 2013 readings we need to input the following dates From: 2013/01/01 To: 2013/02/01. Remember that the range entries are actually “Times”, not “Dates”. A date with no time specified assumes a time of Midnight local time for that specific date. If you want all of the readings for a particular day, enter From: 2013/01/01 00:00 and To: 2013/01/01 23:59.

Readings Personalization The same rules described above apply for the personalization of the readings view.



Quick Graph Zoom Function On the graphs view, there is the possibility to zoom into a desired area for greater detail, by clicking and dragging over the desired area as showed in the image below:

Once the zoom is applied, a button on the upper right corner will appear that allows resetting the zoom level to its original value.



Export / Download Readings A comma separated value file (.csv) of device readings can be downloaded by selecting the number of months you need to download and then clicking on the Download Readings button

This file can be easily imported into any spreadsheet program such as Microsoft Excel.

All downloaded values are on UTC TIMEZONE for standardization purposes.

A different approach to handle data would be to select the desired values, copy and paste them directly into the spreadsheet program of your preference.

Dismiss alerts of events If the user has access to the Clear Events function, there will be

button at the top of all ‘Events View’ windows. This button



dismisses all events in the list. After confirming via a pop-‐up message window, all events are dismissed and cleared from the events view table.

After dismissing the alerts, they will no longer be shown in the events window. A log entry will be created indicating the user who cleared the events. In the event that events were cleared and need to be restored, contact GRID20/20

Technical support and our engineers can restore cleared events.



Adding a Transformer Experienced customers will remember that there was a menu selection under the Inventory category for adding a transformer. That menu has been removed from this new version of the HESS. Instead, a transformer is added from the Edit DTM page.

Prerequisites: User must have Edit DTM, Edit Transformer and Add Transformer permissions.

1. Select the DTM to which the transformer is to be added and select Device → Edit. 2. Next to the Transformer parameter is a button labeled “Add New

Transformer”. Click that button.

3. If that button does not appear, you do not have access to one of these features. 4. The system will present a form to fill in with the basic parameters about the new

transformer, along with a couple of paragraphs describing the items on the form. Since the form explains the fields, we will not go over them here. There is a Calendar Helper button next to the Install Date and Time field to assist with selecting the appropriate date and time.



5. Fill in the items on the form and click the ADD TRANSFORMER button on the bottom.

6. The following actions will then occur: a. The new Transformer object will be added to the system b. The Transformer object will become the new transformer associated with

the DTM i. If there was a previous transformer associated, it will be moved to

the inactive transformers list. ii. All of the parameters you entered on the previous screen will be

filled in for you c. All of the data the DTM has collected from the Install Date and Time you

selected to the present will be moved to this new Transformer object. 7. The system will present the Edit Transformer page for the new transformer

where all of the additional parameters can be completed as needed.

You have now successfully added a new transformer for the selected DTM.

Removing a DTM from a Transformer If a DTM is removed from a transformer, it should be set to inactive in the system and should be disassociated from the transformer in the system.

1. Select the DTM that was uninstalled and select the Device → Edit menu. a. Set the Poll Channel field to “Device Inactive”. b. Set the Transformer field to “None” c. Make a note in the Notes section if desired (recommended) d. Click the “Save Changes” button.



2. The DTM is now disabled and the Transformer is now inactive. 3. To review data from the Transformer, you can go to the Inventory → Transformers page and select the Inactive Devices to access the Transformer Object.

Changing the DTM on a Transformer If a DTM is replaced on a transformer for some reason, the procedure in the OptaNODE™ HESS is fairly straightforward. The only thing to remember is that if the system is updated after the replacement occurs, then the readings taken between the time the replacement occurs and the system is updated will not be available via the Transformer Object. If this occurs, contact GRID20/20 customer support and we will attempt to align the readings properly.



1. Select the DTM that is coming off of the transformer first and select the Device → Edit menu.

2. Disable the DTM by setting the Poll Channel to Device Inactive. 3. Disassociate the DTM from the Transformer by setting the Transformer

parameter to None. 4. Click Submit Changes.

5. Now go to the new DTM and select Device → Edit menu. 6. Enable the new DTM by selecting a Poll Channel with the fewest number of

devices already assigned. 7. Find the Transformer in the Drop Down List and select it for the Transformer

Parameter 8. Notes regarding the DTM that it was added to the Transformer (i.e., date and

time) are suggested. 9. Click Submit Changes



10. The new DTM is now associated with the Transformer Object in the system.

Relocating a DTM to a new Transformer If a DTM is relocated to a new Transformer and the system is updated after the relocation takes place, that is not a problem. Simply follow the steps for Adding a Transformer (see above) and be sure to enter the correct date and time that the device was connected to the new transformer in the “Install Date and Time” field.

When the new transformer is added, the readings taken by the DTM from the specified date, and dates forward, will be removed from the previous transformer object’s history and moved into the new transformer object’s history.



Technical Support For additional support please visit us at: http://support.grid2020.com/

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