Power Management Suite Software: User Manual

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POWER MANAGEMENT SUITE software

User manual
User manual
POWER MANAGEMENT SUITE software

UM EN POWER MANAGEMENT SUITE software, Revision 01 2021-07-22

This user manual is valid for:

Designation Order No.:


POWER MANAGEMENT SUITE 1252232
109889_en_01

PHOENIX CONTACT GmbH & Co. KG • Flachsmarktstraße 8 • 32825 Blomberg • Germany


phoenixcontact.com
Table of contents

Table of contents
1 Basic information ....................................................................................................................... 4
1.1 Identification of warning notes ............................................................................... 4
1.2 Qualification of users ............................................................................................. 4

2 Overview of functions ................................................................................................................. 5

3 Setting up the software ..............................................................................................................6


3.1 System requirements............................................................................................. 6
3.2 Installation ............................................................................................................. 7
3.3 Application examples ............................................................................................ 8
3.3.1 Stand-alone: Application 1: .................................................................... 8
3.3.2 Local network: Application 1: ................................................................. 9
3.3.3 Local network: Application 2: ............................................................... 10
3.3.4 Local network: Application 3: ............................................................... 11
3.3.5 Local network: Application 4: ............................................................... 12

4 Commissioning ........................................................................................................................ 13
4.1 Software settings................................................................................................. 13
4.1.1 Application configuration ...................................................................... 13
4.1.2 PC shutdown settings .......................................................................... 14
4.1.3 Communication settings ...................................................................... 14

5 Software overview ...................................................................................................................17


5.1 User interface ...................................................................................................... 17
5.2 Navigation ........................................................................................................... 19
5.3 Dashbord............................................................................................................. 20
5.4 System overview and settings ............................................................................. 21
5.5 Logs .................................................................................................................... 23
5.6 Device library....................................................................................................... 23

6 Troubleshooting .......................................................................................................................24
6.1 Connection to the server...................................................................................... 24

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POWER MANAGEMENT SUITE

1 Basic information
Read this user manual carefully and keep it for future reference.

1.1 Identification of warning notes


Here you will find additional information or detailed sources of information.

1.2 Qualification of users


The use of products described in this user manual is oriented exclusively to:
– Electrically skilled persons or persons instructed by them. The users must be familiar
with the relevant safety concepts of automation technology as well as applicable stan-
dards and other regulations.
– Qualified application programmers and software engineers. The users must be familiar
with the relevant safety concepts of automation technology as well as applicable stan-
dards and other regulations.

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Overview of functions

2 Overview of functions
The POWER MANAGEMENT SUITE is a software suite for configuring and monitoring
PHOENIX CONTACT power supply devices.
The intelligent communication functions inform you as soon as a situation becomes critical.
This reduces the amount of maintenance work needed and increases the availability of
your system.

POWER MANAGEMENT SUITE performance features:


The POWER MANAGEMENT SUITE features the following functions to ensure the ideal
support for system availability:

– Clear overview of the states of the power supply, battery, UPS, and connection to the
PC
– Overview and management of several systems
– Communication with the system via the local network
– Functions for automatically shutting down and restarting the PC when the UPS is in PC
mode
– Shutdown of several PCs at the same time
– Startup of application-specific programs when shutting the PC down
– Configuration of switching outputs
– Chronological event logging
– Configuration of customer-specific parameters, such as the maximum charging current
– Modular setup, for stand-alone workstations and applications in the local network
– Language selection for the user interface in the software settings

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POWER MANAGEMENT SUITE

3 Setting up the software


When setting up the POWER MANAGEMENT SUITE on your PC, observe the following
hardware and software requirements as well as the information on installation.

3.1 System requirements


Your PC must satisfy the following requirements in order to operate the POWER MANAGE-
MENT SUITE:

Table 3-1

Software requirements
Operating system Windows 7, 32-bit and 64-bit
Windows 8.1, 32-bit and 64-bit
Windows 10, 32-bit and 64-bit
Supported browser Internet Explorer Version 6 or later

Table 3-2

Hardware requirements
CPU Processor or SoC with at Windows 7
least 1 GHz
Windows 8.1
Windows 10
Main memory 2 GB RAM for 32-bit Windows 7
Windows 8.1
Windows 10
2 GB RAM for 64-bit Windows 7
Windows 8.1
Windows 10
Hard drive (recommended) 16 GB for 32-bit operating system or
20 GB for 64-bit operating system
CD-ROM drive Not absolutely necessary
Interfaces USB 2.0 / Ethernet
Screen SXVGA, minimum resolution 1280 x 1024 pixels, 256
colors
Network Internet connection, needed to download the program

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Setting up the software

3.2 Installation
The POWER MANAGEMENT SUITE configuration and management software is modular
in design due to the various potential applications. This modular concept allows the user to
use a system as a stand-alone application or in a local computer network, depending on the
application. Moreover, several systems can be monitored at the same time.

POWER MANAGEMENT SUITE server:


Communication interface between Phoenix Contact power supply systems and PC. Man-
ages all data provided by the device.

POWER MANAGEMENT SUITE client:


Display of data delivered by the server. Configuration and management of the system. In-
cludes service for controlled PC shutdown.

POWER MANAGEMENT SUITE agent:


Service for controlled PC shutdown.

To install the software, proceed as follows:


1. The POWER MANAGEMENT SUITE is available free of charge at:
– www.phoenixcontact.net/catalog in the “Downloads” section of your specific
PHOENIX CONTACT power supply device or
– Directly in the download area of the POWER MANAGEMENT SUITE product page
(Order No. 1252232) PHOENIX CONTACT | Configuration software - POWER
MANAGEMENT SUITE - 1252232.
2. Download the 32-bit or 64-bit version necessary for your operating system.
3. In contrast to the online installation file, you do not need an Internet connection if you
use the offline installation file. The corresponding .NET libraries required for the appli-
cation are already included in the offline installation. Therefore, more hard drive space
is necessary for the offline installation file than for the online installation file.
With online installation, the .NET libraries will be downloaded as needed during the in-
stallation.
4. Save the PowerManagementSuite_v....zip file in the desired download folder.
5. Unpack the .zip file.
6. Ensure that the MINI-SCREW-USB-DATACABLE (cable between the PC and UPS) is
not connected.
7. Install the PowerManagementSuite.exe file appropriate for your application (see Sec-
tion: Application examples). Follow the on-screen instructions.
Carefully read through the EULA (End User License Agreement) when it is displayed.
Accept it to proceed with installation.
8. Once the installation is complete, the POWER MANAGEMENT SUITE server starts
up automatically.

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POWER MANAGEMENT SUITE

9. As soon as Windows recognizes the new USB hardware, follow the instructions for in-
stalling the driver.

Because the POWER MANAGEMENT SUITE client includes the functions of the
POWER MANAGEMENT SUITE agent, you cannot install both of these modules on the
same PC.

3.3 Application examples

3.3.1 Stand-alone: Application 1:


An industrial PC is being used that is connected directly to the PHOENIX CONTACT power
supply system via the USB or Ethernet cable. The system supplies the industrial PC with
power. In the event of a mains failure, the system and the industrial PC are to undergo a con-
trolled shutdown. In addition, the industrial PC is to be used to monitor and configure the
system.

Modules to be installed on the stand-alone PC:


– POWER MANAGEMENT SUITE server
– POWER MANAGEMENT SUITE client

Fig. 3-1 Stand-alone: Application 1

*TCP communication only possible with devices with Ethernet/IP interface

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Setting up the software

3.3.2 Local network: Application 1:


An industrial PC is being used that is connected directly to the PHOENIX CONTACT power
supply system via the USB cable. An additional PC connected to the local network is to be
used to monitor and configure the system.

Modules to be installed:
PC is connected to the system via USB or Ethernet cable:
– POWER MANAGEMENT SUITE server

PC is in the local network:


– POWER MANAGEMENT SUITE client

Fig. 3-2 Local network: Application 1

*TCP communication only possible with devices with Ethernet/IP interface

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POWER MANAGEMENT SUITE

3.3.3 Local network: Application 2:


You can also realize application 1 with several clients in a local network. To do so, install the
POWER MANAGEMENT SUITE client module on an additional PC.
Establish a connection to the industrial PC on which the POWER MANAGEMENT SUITE
Server is installed.

Fig. 3-3 Local network: Application 2

*TCP communication only possible with devices with Ethernet/IP interface

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Setting up the software

3.3.4 Local network: Application 3:


In addition to application 2 in a local network, you also have the option of connecting your
PC to several systems at the same time.
To do so, you have to connect the industrial PC on which the POWER MANAGEMENT
SUITE Server is installed to an additional system via the USB or Ethernet cable.

Fig. 3-4 Local network: Application 3

*TCP communication only possible with devices with Ethernet/IP interface

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POWER MANAGEMENT SUITE

3.3.5 Local network: Application 4:


In addition to the PCs connected in a local network that are used for monitoring and config-
uring the system, other PCs are also connected in the local network. These PCs are also to
be shut down in the event of a mains failure.

Modules to be installed:
PCs are in the local network. These are only to be shut down:
– POWER MANAGEMENT SUITE agent

Fig. 3-5 Local network: Application 4

*TCP communication only possible with devices with Ethernet/IP interface

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Commissioning

4 Commissioning
Once you have installed the POWER MANAGEMENT SUITE software along with the
modules necessary depending on your application, start the POWER MANAGEMENT
SUITE client or POWER MANAGEMENT SUITE agent via the Windows menu.
As long as you do not change the corresponding standard settings in the software settings,
the POWER MANAGEMENT SUITE will start up automatically each time the PC is started
up.

If you have connected a PHOENIX CONTACT power supply device using the MINI-
SCREW-USB-DATACABLE or Ethernet cable, device commissioning begins automati-
cally. A requirement for automatic commissioning is successful communication between
the POWER MANAGEMENT SUITE client or agent and the POWER MANAGEMENT
SUITE Server.
To ensure successful communication, enter to respective IP address of the PC that is in-
stalled on the server in the software settings.

If your application is in a stand-alone environment, enter the local host address, 127.0.0.1.

4.1 Software settings


Open the software settings via the Settings button.
The system differentiates between application settings, settings for shutting the PC down,
and communication settings.
Save your settings. All changes to the software settings are then acknowledged and ad-
opted.

4.1.1 Application configuration

Security:
– Create a password as an option. This password will be requested prior to transmission
of the device parameters.

Communication:
– IP main address service
Set the IP address of the PC on which the POWER MANAGEMENT SUITE Server is
installed.

Applications:
– Enable/disable automatic POWER MANAGEMENT SUITE startup upon each PC re-
start. This option has to be enabled if the UPS is to buffer this PC.
– Enable/disable the display of popups in the event of alarm or warning events.
– Display extended views
– User interface language: (German, English)
The POWER MANAGEMENT SUITE software has to be restarted to adopt a change to
the language settings.
– Temperature unit: Celsius/Kelvin/Fahrenheit

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POWER MANAGEMENT SUITE

4.1.2 PC shutdown settings


The following settings are used for the configurations necessary to successfully shut down
the PC.

– Because the POWER MANEGEMENT SUITE can communicate with several PHOE-
NIX CONTACT devices at the same time, the so-called agent must first be enabled and
the UPS address of the UPS that is to issue the trigger must be selected.
– The trigger setting specifies which trigger the application is to respond to:
PC shutdown trigger
– The PC shutdown trigger offers additional setting options for calling up further pro-
grams. For example, you can start up a data backup software suite.
UPS offline trigger
– Even if the connection to the UPS is interrupted, you can use it to call up additional
programs.

4.1.3 Communication settings

4.1.3.1 COM settings


You can view and make settings for all systems connected via the COM interface in the
COM settings. Furthermore, a list of all current systems and systems automatically con-
nected via the COM interface can be displayed using the COM settings.

The following information and actions will be made available for each connected system:

– Port name
– Device type
– COM port
– Status
– Modbus address
– Action
Depending on the status, various actions are available for the respective system.

You can only execute the actions in edit mode.

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Commissioning

The following actions are available for selection:

Settings:
Clicking on the Settings button will open up the settings window below the system list. Ad-
ditional information on the selected system will be displayed. Here, you can change the port
name and, depending on the device, the Modbus server address.

Search:
The search function indicates if an automatic connection with the respective system has not
been established. You can use the search action to search for the correct Modbus server
address in a desired interval.
Clicking on the magnifying glass opens up a search window below the system list. Addi-
tional information on the selected system will be displayed. Select the search interval here.
Begin the search action for the Modbus server address via “Start search”.

Add device:
The status “Unknown PC device detected” means that a device is connected that is not rec-
ognized for the POWER MANAGEMENT SUITE. You can view the device library by actuat-
ing the button with the three dots. You can add the previously unknown device here.

4.1.3.2 TCP/IP settings


You can view and make settings for the systems connected via the TCP/IP interface in the
TCP/IP settings. A list displays all of the systems currently connected via the TCP/IP inter-
face.
The following information and actions will be made available for each configured TCP/IP
system:

– Port name
– Device type
– TCP address
– TCP port
– Status
– Action
– Delete
In contrast to connections via the COM interface, TCP/IP systems are only automatically
connected if a TCP/IP connection has already been configured for the respective system.
You can establish a new TCP/IP connection via the Add button. A window will open below
the list.
Here, you can specify a port name, the respective IP address of the device, and the TCP
port.

Save the settings.

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POWER MANAGEMENT SUITE

For TCP/IP connections already established, various actions are available for the
respective system depending on the status:

Settings:
Clicking on the Settings button will open up the settings window below the system list. Ad-
ditional information on the selected system will be displayed.
Here, you can change the port name, the IP address, and the TCP port.

Add device:
The status “Unknown PC device detected” means that a device is connected that is not rec-
ognized for the POWER MANAGEMENT SUITE. You can view the device library via the
three-dot button. You can add the previously unknown device here.

Delete:
In addition to the previously described “Settings” and “Add device” actions, you can also de-
lete the selected TCP/IP configuration from the list. To do so, click on the Delete button.

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Software overview

5 Software overview
Once you have installed the POWER MANAGEMENT SUITE software, the program starts
up automatically.
As long as you do not change the corresponding standard settings in the software settings,
the POWER MANAGEMENT SUITE will start up automatically each time the PC is started
up.
The following section provides an overview of the individual screen areas of the POWER
MANAGEMENT SUITE software. Learn about the various symbols and status bars, as well
as their meaning.

5.1 User interface


The POWER MANAGEMENT SUITE user interface screen is divided into three areas:
1. Menu bar, on the left-hand edge of the screen
2. Action area, in the center of the screen
3. Main bar, in the right-hand upper edge of the screen.

Fig. 5-1 User interface screen areas

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POWER MANAGEMENT SUITE

Table 5-1

Area Description
1 Menu bar:
The menu contains further submenus for displaying systems, sys-
tem components, and parameter settings.

- Open the menu.

- Expand or reduce the menu.

2 Action area:
The content of the action area depends on the selected menu item,
e.g., system overviews, device status information, or a parameter
table for configuring the connected system.
3 Main bar:
- Switch between view and edit mode

- Overview of all logs and events

- Software settings

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Software overview

5.2 Navigation
There are two methods for navigating through the POWER MANAGEMENT SUITE:

1. You can navigate via the menu bar on the left-hand edge of the screen or
2. You can use what is referred to as the breadcrumb navigation bar. It is positioned at the
upper edge of the screen on every page.

Fig. 5-2 Menu bar

Fig. 5-3 Breadcrumb bar

The main nodes of the application are the dashboard, the logs, and the software settings.
You can only access the software settings via the main bar. You can access the dashboard
and the logs via the menu.
You can access the list of connected systems via the dashboard in the menu. You can open
the submenu for the respective system via the arrow next to the system name.

Fig. 5-4 Menu: Dashboard

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POWER MANAGEMENT SUITE

Each system is divided into menu sub-items based on system-specific requirements. These
menu sub-items are divided into the individual system components, for example into UPS,
battery, and general system-related properties such as the system settings.

The view of the system components is in turn divided into separate menus, which are used
for navigation in the selected area. The navigation menu items may differ from system to
system.
One menu item contains pure status information and configurable functions.
For simplification, this information and configuration options can always be found in the
respective component or in the system-dependent menu items.

Example:
If you want to configure the UPS signaling function, you can do this in the submenu for the
UPS system components.

Information and configuration options that affect the entire system are to be found in the sys-
tem settings.

5.3 Dashbord

The dashboard is a simple overview of your systems, allowing you to respond quickly in
the event of an error.

The dashboard view includes a status overview for every connected system allowing you to
view several systems in parallel. Information on the individual system components and their
current status is provided here.

Fig. 5-5 Dashboard view

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Software overview

The dashboard view also indicates whether the system is in an error state or in which mode
the system is operating.
Clear signal colors indicate certain states, such as alarms or warnings. Depending on the
system, the information in the dashboard differs.
Double-clicking on one of the systems will take you to the respective system overview.

5.4 System overview and settings

The system overview provides you with a detailed view of your systems, allowing you to
respond quickly in the event of an error state.

Fig. 5-6 System overview

The system overview includes detailed information on an individual system and its system
components, e.g., on currents and voltages. The tiles provide you with system information
or detailed system event information.
Double-clicking on a system component opens up the component view. Alternatively, you
can access this view through the menu.

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POWER MANAGEMENT SUITE

Fig. 5-7 View: System component

A system component contains a great deal of information. In the system component view,
you can view this information and also make targeted settings. To do so, switch to edit
mode.
Access edit mode by selecting the “Edit” function in the main bar. In this mode, you can
change values and write to the device.

To save the operation, click on the Save button.


A popup informs you that the device was successfully written to.

Fig. 5-8 Save

If you want to protect the device against editing, you can assign a password to the edit
mode. You can configure a password in the software settings.

You can configure a password in the software settings.

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Software overview

5.5 Logs
The Logs menu item provides you with an overview of the events logged for the connected
systems.
The event logs contain the following information:

– Time stamp
– Device type
– Serial number
– Level of severity (here, a distinction is made between Alarm, Warning, and Information)
– Log message

5.6 Device library


You can add and remove device description files in the device library. These files allow the
POWER MANAGEMENT SUITE to interpret the connected systems.
The device description files are available for download free-of-charge in the e-shop on the
Phoenix Contact website. You will find the files on the POWER MANAGEMENT SUITE (Or-
der No. 1252232) item page at PHOENIX CONTACT | Configuration software - POWER
MANAGEMENT SUITE - 1252232, as well as in the download area of all devices that are
supported by the POWER MANAGEMENT SUITE.
You can import device description files via the ADD/Import button.
A table lists the following information for all devices already added:

– Name
– Configuration version
– File version

You can delete a device description file using the Delete button.

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POWER MANAGEMENT SUITE

6 Troubleshooting
The following section provides you with useful information for cases where the POWER
MANAGEMENT SUITE is not functioning correctly.

6.1 Connection to the server


If you have successfully installed the POWER MANAGEMENT SUITE and connected it to
a system, but the system is not listed in the environment, the following steps may be of help:

Another program communicating via Modbus RTU/TCP is open:


If, for example, the UPS-CONF software is open, this may result in the POWER
MANAGEMENT SUITE not integrating the systems correctly.
To ensure successful integration of the systems, all UPS-CONF programs must be closed:

– To do so, open the Windows Task Manager.


– Under “Services”, first close UPSConfServiceControl, and then UPSConfService.

The POWER MANAGEMENT SUITE client is not connected to the POWER MANAGE-
MENT SUITE server:

If the service connection is not “Online” in the POWER MANAGEMENT SUITE client, this
is either because the server is switched off or because the IP address of the PC that the
server is active on is incorrect.

– Check whether the server is active:


– To do so, open the “Services” tab in Windows Task Manager and search for the entry
“POWER MANAGEMENT SUITE server” and check the status.
– If the service status is “Stopped”, start it by right-clicking on the service and selecting
“Start”.
– To check the IP address, open the application settings in the POWER MANAGEMENT
SUITE client settings.
– Compare the position of the IP address of the PC and the installation location of the
POWER MANAGEMENT SUITE server with the set IP address. If the locations are not
the same, correct the installation locations.

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Appendix for document lists

A Appendix for document lists

A1 List of figures

Section 3
Fig. 3-1: Stand-alone: Application 1 .................................................................... 8
Fig. 3-2: Local network: Application 1 ................................................................. 9
Fig. 3-3: Local network: Application 2 ............................................................... 10
Fig. 3-4: Local network: Application 3 ............................................................... 11
Fig. 3-5: Local network: Application 4 ............................................................... 12

Section 5
Fig. 5-1: User interface screen areas ................................................................ 17
Fig. 5-2: Menu bar ............................................................................................ 19
Fig. 5-3: Breadcrumb bar .................................................................................. 19
Fig. 5-4: Menu: Dashboard ............................................................................... 19
Fig. 5-5: Dashboard view .................................................................................. 20
Fig. 5-6: System overview ................................................................................. 21
Fig. 5-7: View: System component ................................................................... 22
Fig. 5-8: Save ................................................................................................... 22

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Please observe the following notes
General Terms and Conditions of use for technical documentation
Phoenix Contact reserves the right to alter, correct, and/or improve the technical
documentation and the products described in the technical documentation at its own
discretion and without giving prior notice, insofar as this is reasonable for the user. The
same applies to any technical changes that serve the purpose of technical progress.
The receipt of technical documentation (in particular user documentation) does not
constitute any further duty on the part of Phoenix Contact to furnish information on
modifications to products and/or technical documentation. You are responsible to verify the
suitability and intended use of the products in your specific application, in particular with
regard to observing the applicable standards and regulations. All information made
available in the technical data is supplied without any accompanying guarantee, whether
expressly mentioned, implied or tacitly assumed.
In general, the provisions of the current general Terms and Conditions of Phoenix Contact
apply exclusively, in particular as concerns any warranty liability.
This manual, including all illustrations contained herein, is copyright protected. Any
changes to the contents or the publication of extracts of this document are prohibited.
Phoenix Contact reserves the right to register its own intellectual property rights for the
product identifications of Phoenix Contact products that are used here. Registration of such
intellectual property rights by third parties is prohibited.
Other product identifications may be afforded legal protection, even where they may not be
indicated as such.

26 / 27 PHOENIX CONTACT
How to contact us
Internet Up-to-date information on Phoenix Contact products and our Terms and Conditions can be
found on the Internet at:
phoenixcontact.com
Make sure you always use the latest documentation.
It can be downloaded at:
phoenixcontact.net/products

Subsidiaries If there are any problems that cannot be solved using the documentation, please contact
your Phoenix Contact subsidiary.
Subsidiary contact information is available at phoenixcontact.com.

Published by PHOENIX CONTACT GmbH & Co. KG


Flachsmarktstraße 8
32825 Blomberg
GERMANY
Should you have any suggestions or recommendations for improvement of the contents and
layout of our manuals, please send your comments to:
tecdoc@phoenixcontact.com

PHOENIX CONTACT 27 / 27
© PHOENIX CONTACT 2021-07-22

PHOENIX CONTACT GmbH & Co. KG


Flachsmarktstraße 8
32825 Blomberg, Germany
Phone: +49 5235 3-00
109889_en_01

Fax: +49 5235 3-41200


E-mail: info@phoenixcontact.com
phoenixcontact.com

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