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Compass v1.6.5 - Browser Interface User Guide (20.09.28)
Compass v1.6.5 - Browser Interface User Guide (20.09.28)
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CONTENTS
Welcome to Compass.............................................................................................................................. 1
New and improved in Compass 1.6.5 ................................................................................................... 1
Support for new Smoke Controller to Compass ................................................................................ 1
Support for AlerView v1.1................................................................................................................. 1
Compass Config Tool now supports install or upgrade to SQL Server Express 2019 ........................ 1
Compass interface basics ........................................................................................................................ 1
Header ................................................................................................................................................ 1
Tool bar ............................................................................................................................................... 2
Navigation tree .................................................................................................................................... 2
Feature Dashboard .............................................................................................................................. 2
Notification Banner .............................................................................................................................. 2
Content display area ............................................................................................................................ 2
Printing .................................................................................................................................................... 3
Alarm Manager ........................................................................................................................................ 4
Using Alarm Manager .......................................................................................................................... 4
Opening Alarm Manager .................................................................................................................. 4
Using filters ...................................................................................................................................... 4
Viewing alarms ................................................................................................................................ 4
About alarms ........................................................................................................................................... 4
Creating Alarms....................................................................................................................................... 5
Creating a command fail alarm ............................................................................................................ 5
Creating a binary alarm ........................................................................................................................... 6
Creating an analog (fixed limit) alarm ....................................................................................................... 8
Creating a floating limit alarm ......................................................................................................... 10
Viewing alarms .................................................................................................................................. 12
Alarm Manager icons ..................................................................................................................... 12
Viewing a list of alarms .................................................................................................................. 14
Alarm notifications.......................................................................................................................... 16
Viewing alarm history ..................................................................................................................... 16
Viewing alarm occurrences ............................................................................................................ 16
Viewing and adding alarm comments ............................................................................................. 18
Configuring alarms............................................................................................................................. 18
Changing alarm configuration......................................................................................................... 18
Configuring alarm priorities ............................................................................................................ 19
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WELCOME TO COMPASS
Welcome to Compass, Alerton’s operator workstation software for building automation systems.
Compass is your command and control center for facility operations — from HVAC equipment to
irrigation, lighting, security, and more. Here, you can view and command site equipment and
systems with unprecedented flexibility and power.
Compass 1.6.5 supports new Alerton UUKL smoke control parts listed below. Compass will
recognize and supports them over FSCS network:
Compass Config Tool now supports install or upgrade to SQL Server Express
2019
Compass 1.6.5 is capable to install or upgrade MS SQL Server Express 2019 from "Compass
Config Tool Actions menu".
Header
The header includes branding information (a dealer logo and/or a customer logo) and the user
name or the user currently logged in. Clicking the user name opens a menu that allows the user
to enable or disable tool tips, enable or disable automatic scaling of the content display area
(Autoscaling), logging out, and change their password (non-LDAP users).
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Tool bar
The tool bar is a set of icons on the left side of the page. Click the icons to navigate data
displays, use Compass tools, open the EASE application, import resources and to show or hide
controls.
Navigation tree
The navigation tree presents system zones and devices in a graphical tree. You can set up the
tree to reflect system configuration in different views. For example, you could list devices by
floors in a building or by network number. Access the navigation tree by clicking the Navigation
icon in the left navigation panel. The navigation tree’s appearance is configured by entering data
in a spreadsheet file on the Compass workstation. See the Compass workstation documentation
for more information.
Feature Dashboard
Feature dashboard provide quick access to such Compass features as:
• Advanced Reporting
• Alarm Manager
• DataViewer
• EASE
• Schedule Points/Zones
• Summary Pages
• System Activity
• System Request Monitor
• Top Display
• User Sessions
Open the feature buttons panel by clicking the icon in the left navigation panel.
Notification Banner
A notification banner appears at the top of the window when -
• An alarm is annunciated. It lists the point in alarm and the time elapsed since the
occurrence. It also provides a link to Alarm Manager.
• Device status in System Request Monitor changes. It also provides a link to System
Request Monitor to view the operation details.
• An event is triggered in EASE.
• Wireless Commissioning Reporting Tool updates the live data, snapshots, or compared
data-sets.
• User updates a navigation tree.
• A background operation is initiated. On completion, the banner displays either a success
message or an error, and a link to the application.
Content display area
The content area is the main working area where data displays, alarms, and trend logs are
shown. You can interact with some items on data displays. When enabled, tool tips appear
when the mouse hovers over an point on the display. Enable or disable point tool tips by clicking
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the user name in the upper right corner of the screen and then selecting Enable/Disable Point
Tool tip. To increase the viewable area, click the Show/Hide Controls icon at the bottom of the
tool bar. Click the icon again to restore the controls.
PRINTING
You can print a Compass screen by clicking the printer icon at the top right of some screens or
by using the browser Print function.
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ALARM MANAGER
Using Alarm Manager
Alarm Manager shows critical information about the alarms that have occurred in your system.
You can view all alarms or specific types of alarms (for example, high limit) for the date range
you specify.
Opening Alarm Manager
You can open the Alarm Manager by:
Viewing alarms
The alarm list shows all current alarms that meet the criteria selected in Filter Options. By
default, they are sorted by status, then by priority, and then by the date and time that they
occurred. Sort the list by clicking the column headings.
Navigate to additional pages in the list using the page number icons at the lower right.
ABOUT ALARMS
Alarms monitor data points in the BACtalk system for conditions you specify, and then generate
alarm messages when one of those conditions is met.
Three components make up a Compass alarm:
• The monitored property, which is the status or value that the alarm watches for an alarm
state.
• The alarm setup (in BACnet, technically known as an event-enrollment object), which is
saved in a global or building controller. It watches the monitored point to generate an alarm.
• The alarm handler (in BACnet, technically known as a notification class object), which
determines what pagers and email accounts are notified when an alarm occurs. NOTE: Only
the Compass primary workstation (server) MUST be defined in alarm handlers.
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CREATING ALARMS
Creating a command fail alarm
Set up a command fail alarm to compare the value of the monitored property (point) to a
command-reference property value. If they do not match, an alarm occurs.
1. From a data display, right-click the point, select Alarms and then click Configure.The Point
Alarms window appears.
2. If an alarm already exists for the point, click Add Alarm.The Add New Alarm - Select
Alarm Type dialog box appears.
3. Click COMMAND FAIL.The Add Command Fail Alarm dialog box appears.
4. Configure the alarm and save it. Items marked with asterisks are required.
Additional Information:
Field Description
Host Device Select a host device from the drop down list. Choosing a host
device near the monitored device will conserve network bandwidth.
Alarm Handler Select a device from the drop down list. An alarm handler must be
configured before it will appear in the list.
Priority A number between 1 and 255 (default is 127) that Alarm Manager
uses to sort alarms in the alarm list. Alarms with the lowest priority
numbers are shown at the top of the list.
Cmdpoint Device, Select a device, point type, and point instance from the drop down
Type, and Instance lists. This point will be compared to the point for which the alarm is
being set up.
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Field Description
Display a link in the Displays a link to a URL, display, or template when the alarm is
alarm message annunciated. For example, you can display a URL to a camera
view of a door or zone that is in an alarm state to visually check the
alarm condition.
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ADDITIONAL INFORMATION:
Field Description
Host Device Select a host device from the drop down list. Choosing a host device
near the monitored device will conserve network bandwidth.
Alarm Handler Select a device from the drop down list. An alarm handler must be
configured at the primary workstation before it will appear in the list.
Priority A number between 1 and 255 (default is 127) that Alarm Manager
uses to sort alarms in the alarm list. Alarms with the lowest priority
numbers are shown at the top of the list.
Alarm Select off->on or on->off from the drop down list. If the monitored
point value changes from the expected state, the point goes into
alarm. If a delay is set, the alarm is not annunciated until the delay
time has passed and only then if the alarm condition still exists.
Delay The number of seconds an alarm condition must exist before an alarm
occurs. Use the delay to prevent alarms from occurring too frequently
due to operating anomalies.
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Field Description
Messages to Send Alarm messages appear in alarm histories, BACnet Alarm Message
dialog boxes, and email alarm notifications. Use alarm messages to
characterize the alarm and to indicate in plain language where the
alarm is coming from.
Display a link in the Displays a link to a URL, display, or template when the alarm is
alarm message annunciated. For example, you can display a URL to a camera view
of a door or zone that is in an alarm state to visually check the alarm
condition.
Field Description
Host Device Select a host device from the drop down list. Choosing a host
device near the monitored device will conserve network
bandwidth.
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Field Description
Alarm Handler Select a device from the drop down list. An alarm handler must
be configured before it will appear in the list.
High Limit If the monitored point value goes above this limit, a high limit
alarm occurs. If a delay is set, the alarm does not occur until the
delay time has passed and only then if the alarm condition still
exists.
Low Limit If the monitored point value goes below this limit, a low limit
alarm occurs. If a delay is set, the alarm does not occur until the
delay time has passed and only then if the alarm condition still
exists.
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Field Description
Display a link in the Displays a link to a URL, display, or template when the alarm is
alarm message annunciated. For example, you can display a URL to a camera
view of a door or zone that is in an alarm state to visually check
the alarm condition.
Field Description
Host Device Select a host device from the drop down list. Choosing a host
device near the monitored device will conserve network
bandwidth.
Alarm Handler Select a device from the drop down list. An alarm handler must
be configured before it will appear in the list.
Setpoint Device, Type, Select the setpoint-reference property you want to compare to
and Instance the monitored analog property. If the monitored property varies
above or below this setpoint reference by the values specified
for the high limit or low limit offsets, an alarm occurs. You can
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Field Description
specify an external device point for SP reference when the alarm
host supports BACnet event-enrollment objects.
High Limit Offset Type the value to add to the setpoint-reference property to
determine if the monitored property is out of the desired range. If
the monitored point value goes above this limit, a high limit
alarm occurs. If a delay is set, the alarm does not occur until the
delay time has passed and only then if the alarm condition still
exists
Low Limit Offset Type the value to subtract from the setpoint-reference property
to determine if the monitored property is out of the desired
range. If the monitored point value goes below this limit, a low
limit alarm occurs. If a delay is set, the alarm does not occur
until the delay time has passed and only then if the alarm
condition still exists.
Display a link in the Displays a link to a URL, display, or template when the alarm is
alarm message annunciated. For example, you can display a URL to a camera
view of a door or zone that is in an alarm state to visually check
the alarm condition.
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Viewing alarms
Alarm Manager icons
The Alarm Manager icons and the alarm status they represent.
Binary alarms
Icon Alarm Status
In alarm, unacknowledged
In alarm, acknowledged
In alarm, unacknowledged
In alarm, acknowledged
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In alarm, unacknowledged
In alarm, acknowledged
Communication alarms
In alarm, unacknowledged
In alarm, acknowledged
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Fault alarms
In alarm, unacknowledged
In alarm, acknowledged
No occurrence
NOTE: Alarms with zero occurrences are displayed only when the Date Range
starts on 01/01/1970.
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Column Description
Alarm Status
Description Shows the text from the Description field in the alarm
configuration. Clicking the description text opens a configured
or default display or template.
Occurrence Range Set a date range. Only alarm occurrences within this range will
be listed in the table.
5. Sort the list by clicking the column headings (cannot sort on Live Data). Data is
sorted in this order:
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NOTE: Alarm status is sorted in this order before secondary and tertiary sorting
is applied:
NOTE: You can also right-click an alarm record and then click Alarm History.
History view displays all alarm occurrences of alarms created for the selected
point.
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Column Description
Status
Previous Occurrences The number of times the alarm has occurred within the last
archive period.
Acked By and Acked Time The user that acknowledged the alarm and the date/time it
was acknowledged.
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4. To view or add comments to an occurrence, click the yellow comment icon. The number on
the icon indicates the number of comments added to that occurrence. Once saved,
comments cannot be edited or deleted.
5. To clear or purge an alarm occurrence, click Action and then click Clear or Purge. Clearing
an alarm removes it from the Alarm Manager table and retains it in the historical database.
Purging an alarm removes it from Alarm Manager and the database.
Viewing and adding alarm comments
View comments appended to alarm occurrences and create comments.
1. In Alarm Manager, click the Comment icon. The numbers in the icons indicate the number
of comments added for each occurrence.
2. The Comments dialog box appears. It shows the alarm conditions, provides space to add a
comment, and lists previous comments.
3. To add a comment, click the text box and then type a comment.
Configuring alarms
Changing alarm configuration
1. From a data display, right-click a point, select Alarms, and then click Configure. The Point
Alarms window appears.
2. Select an alarm and then click Edit Selected Alarm.The Edit Alarm Configuration dialog box
opens.
3. Type a description and select an alarm handler.
4. Change the alarm parameters: High Limit, Low Limit, Deadband, and Delay.
5. Select the notifications to send when an alarm occurs.
6. Type the text for High Limit, Low Limit, Off Normal, Fault, and Normal alarm messages.
7. If you want to include a link, select Display a link in the alarm message.
a) To include a URL, select URL and then type the URL.
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b) To link to a display, select Workstation Display, select Display, and then select a display
from the drop-down list.
c) To link to a device template, select Workstation Display, select Template, and then select
a template from the drop-down list.
8. Click SAVE.
Configuring alarm priorities
Create custom alarm priorities that can be assigned during alarm configuration. The most urgent
alarms appear at the top of the alarms list. The default priority is 127; it cannot be edited or
deleted.
1. From the Alarm Manager, click the gear icon in the upper right corner.
4. To change a priority number or text, select the existing value and then type a new one.
6. Type a priority number in the range of 0–255. Lower numbers represent higher priorities.
8. To delete a priority from the list, click the big red X next to it. On the Alarm Manager table,
any alarms configured with the deleted priority will show the number of the deleted priority
and the word “PRIORITY”.
1. From Alarm Manager, click the gear icon in the upper right corner.
2. Click Alarm Priorities. The Alarm Priorities page appears.
3. Select the Assign Priorities tab.
4. Select a group from the Groups drop-down menu
5. pe or select the priorities for the group. Members of the group will see only those alarms that
match the assigned priority.
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1. From Alarm Manager, click the toolbox icon in the upper right corner.
2. Select Alarm Setup.
3. Under Audio Annunciation, select ON or OFF.
Changing the alarm annunciation sound
Customize the sound that is played when an alarm is annunciated.
Prerequisite: You must have an alternate alarm sound file available in .aac format.
1. Browse to <rep>/<job>/AppData/alarms.
2. Rename alarmsound.aac so you can re-use it in the future.
3. Copy the alternate file to the folder and then rename it alarmsound.aac.
4. The new sound file will play the next time an alarm is annunciated.
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Setting Description
Object Select the object type and instance of live data the point.
Unit text Type the unit text (degrees, cfm, and so on) that will appear to the right of
the value.
Decimal Places Select the number of digits to display after the decimal.
Deleting an alarm
Permanently remove an alarm and all occurrences from the Alarm Manager table and the
historical alarm database.
1. From Alarm Manager, click Action on the row of the alarm you want to delete.
2. From the context menu, click Edit. The Edit Alarm dialog box appears.
3. Click Delete.
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Disabling an alarm
Disable alarms to prevent nuisance notifications while troubleshooting. Alarms cannot be
disabled until they are acknowledged.
1. In Alarm Manager, click Action next to the alarm you want to disable.
2. Select Disable. The alarm will not be annunciated until it is enabled.
Note: Compass Essentials does not support creating or editing alarm handlers
from the browser interface.
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10. On the POINT ALARMS, select the alarm by clicking the check box next to it and then click
Edit Selected Alarm.
11. Click the Edit button next to the Alarm Handler field.
Field Description
Field Description
Log into alarm Record the alarm in the alarm history log. This must be selected.
history
Annunciate if... Require a user to acknowledge the alarm. This must be selected.
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Field Description
Activity Time Period Select the days and times that the recipient will receive alarm
notifications.
IMPORTANT: This must be set to Any time (all days selected and no
times entered)
Field Description
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Field Description
Dial Out Through Controller Select the controller at the local site that will dial
out the alarm. This controller must have a modem
and must have Supports Alerton Process
IDs selected on the Capabilities tab in Device
Manager.
Activity Time Period Select the days and times that this pager will
receive alarm notifications.
Field Description
Activity Time Period Select the days and times that the recipient will
receive alarm notifications.
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DATAVIEWER
About DataViewer
DataViewer presents up to ten trendlogs and/or energy logs in an interactive graphical interface.
To view data in summary and Main charts set date, time and then select logs.
Control area
Control area is use to select time frames, select logs, and load data. After assortment of
necessary data, user can collapse the control area to maximize the space available for chart. To
collapse the control area, click the arrow on the border between the areas. Click the arrow again
to expand the control area.
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Set Date/Time
This is where you select the time frame for the data that is retrieved and how much of that data
is displayed on the charts. When the date/time range is set to Current/Current, the DataViewer
refreshes data based on the shortest sample interval of all logs in view.
Load Data
Once you set a time frame and select the logs you want to view, click Load Data to retrieve data
from the Compass primary workstation. Use Load Data to retrieve fresh data or when you have
selected different logs.
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Chart area
The chart area is where trendlog data is displayed. It is made up of a summary chart and a main
chart.
Summary chart
The summary chart shows data for the entire selected date/time range. It shows only the
principal trendlog or energy log and is less detailed than the main chart.
Main chart
The main chart shows a subset of the data shown on the summary chart. It is more detailed
than the summary chart and can be set to show minimum and maximum values for individual
logs.
When you set up a log at the Compass operator workstation, you instruct a host device to
sample values from a property at regular intervals. You can log points from a controller other
than the device that hosts the trendlog/energy log, but this will increase network traffic.
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of the data shown in the main chart. You can click and drag this highlighted area to pan through
data.
Using the main chart
The main chart shows a subset of the data shown on the summary chart in greater detail. You
can zoom in on specific areas of the chart and then pan forward and backward through the data.
All selected trendlogs are represented on the main chart.
Chart range
The chart range at the top of the main chart shows the beginning and end dates and times for
the data shown.
Legend
The chart legend, located below the summary chart, shows the date/time and trendlog values
based on the location of the cursor in the main chart. Log names/descriptions and values are
shown in their associated colors.
The legend shows blank values until the cursor moves onto the main chart. Then it shows the
date/time and values as the cursor moves across the chart. Small dots appear on the lines in
the main chart to indicate the date/time being shown.
When the cursor is moved off of the main chart, the legend shows the values that were shown
at the time the cursor was moved off.
Using the tabular view
• Click View as Table to display log data in tabular view. The table shows one column for the
time stamp and one column for each selected log. You can add or remove logs.
• Click column heading to sort the data. Click the column heading again to change the sort
order (ascending versus descending).
• Click View as Graph to switch to graphical view.
Creating a trendlog
1. From a data display, right-click the point you want to log.
2. From the context menu, select DataViewer;and then click Add Trendlog
3. Accept or change the default trendlog configuration settings. The trendlog handler and
trendlog instance are generated and assigned automatically when you save the trendlog.
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Additional Information:
Field Description
Log Description The text that appears in lists of trendlogs. Use a consistent
naming convention for all trendlogs.
Run Trendlogs Clear this check box to select a time frame for the trendlog.
Indefinitely Clear it to enter start and end times for the trendlog.
Notification Threshold The number of samples to collect before notifying the trendlog
handler.
Buffer Size The amount of disc space to set aside for this trendlog.
Display Settings — Units The text that appears after the value (degrees, watts, or hours,
for example).
Display Settings — The number of digits shown after the decimal point.
Decimal Places
Log Description The text that appears in lists of trendlogs. Use a consistent
naming convention for all trendlogs.
Run Trendlogs Clear this check box to select a time frame for the trendlog.
Indefinitely Clear it to enter start and end times for the trendlog.
Notification Threshold The number of samples to collect before notifying the trendlog
handler.
Buffer Size The amount of disc space to set aside for this trendlog.
Display Settings — Units The text that appears after the value (degrees, watts, or hours,
for example).
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Field Description
Display Settings — The number of digits shown after the decimal point.
Decimal Places
Field Description
Log Description The text that appears in lists of trendlogs. Use a consistent
naming convention for all trendlogs.
Run Trendlogs Indefinitely Clear this check box to select a time frame for the trendlog.
Clear it to enter start and end times for the trendlog.
Buffer Size The amount of disc space to set aside for this trendlog.
Display Settings — Units The text that appears after the value (degrees, watts, or
hours, for example).
Display Settings — Decimal The number of digits shown after the decimal point.
Places
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Field Description
Host Information (read only) The device where the trendlog data will be stored, the
device that will route trendlog notifications, and the trendlog
instance assigned by Compass.
Archive Settings — Replace Replaces (in the case of csv files) or appends (in the case
previously archived logs from of mdb files) the data from the same time period.
the same period
Archive Settings — Remove Purges old data and defines how many periods to retain.
all but the most recent x
periods from the log when
archiving
Archive Settings — Archive Archives all data in the database, not just data from the
all entries in log when period selected in Archive period.
archiving
Archive Settings — Archive Sets the format of the archive file. You can select both
formats formats.
Database Settings — Samples The maximum number of samples to store in the database.
The oldest samples will be deleted as new samples are
added.
Database Settings — Stores only samples that are different from the previous
Compress database samples sample. This helps minimize the size of the database.
Samples gathered before this feature is activated will be
unaffected.
Deleting a trendlog
1. From a data display, right-click the point associated with the trendlog you want to delete.
2. On the context menu, select DataViewer and then click Edit Trendlog.
3. Click Delete.
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DataViewer tools
Use the tools above the main chart to enable or disable min/max values, copy a URL, enable or
disable tool tips and to export data.
Show Min-Max Values
The line that represents trendlog/energy log data on the main chart is an average value. When
Show Min-Max Values is selected, the minimum and maximum values are displayed as
shadows below and above the log’s line in the main chart. This is not selected by default.
If you select a large data set that will take a long time to export, Compass asks you to confirm
the operation. To reduce the time required to export data, select a view that will return less data.
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• Click a column heading to sort the data. Click the column heading again to change the sort
order (ascending versus descending).
• Click View as Graph to switch to graphical view.
Selecting logs to view
Select a primary trendlog/energy log and, optionally, companion logs to show in the charts. Logs
for which the user does not have sufficient privileges are not listed.
The primary trendlog/energy log appears in the summary chart and the main chart.
1. Click the selection button.
2. Type part of a log name or description and then click Search. You can search without typing
search criteria, but this will return all logs and the list might be large. If the search returns
more logs than the number set in the Max Logs to Display field, a message appears.
Refine your search criteria or increase the Max Logs to Display value.
3. Select companion logs.
4. ADDITIONAL INFORMATION: Companion logs appear only in the main chart and can be toggled
ON or OFF. Companion logs are associated with a primary log only for the duration of the
DataViewer session unless you save the selection.
5. If you are using a touchscreen device, tap the selector arrow to display the list of logs.
Select a log and then click OK. To add additional companion logs, click the selection button
and either select a log from the list or perform another search.
6. Click Load Data. DataViewer retrieves data for the selected log(s) and displays it in the main
chart.
7. To remove a companion log from the main chart, clear the selection check box next to it and
then click Save Logs Selection.
Additional Information:
• Companion log selections are retained when you exit DataViewer. The next time you open
the primary log, the companion logs will also open
• Energy logs cannot be viewed in Compass Essentials.
• Companion logs cannot be created or deleted in Compass Essentials.
Panning and zooming
Navigate the data by panning through the summary and main charts and by zooming in on the
main chart.
Panning
Use the panning arrows to move backward and forward through the data. The panning buttons
on the main chart will only be enabled when the main chart is zoomed in. You can also pan
through data by clicking the shaded area in the summary chart and dragging it left or right.
Main chart panning
You can only pan across the main chart after you have zoomed in. When you click a panning
arrow next to the main chart, DataViewer moves the selected data by 25% of the selected
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date/time range. Selected data is shown as a shaded area in the summary chart. When you are
zoomed in, the date/time range shown in the main chart is represented as a darker shaded area
within the shaded area on the summary chart.
2-Hour 10 minutes
Day 2 hours
Zooming
Select a subset of data to view by clicking and dragging in the main chart. The main chart will
refresh to show the range of data selected. The axis labels on the chart will reflect the values of
the zoomed view.
Horizontal zooming
Zoom in on a date/time range by clicking and dragging in the main chart to define a new
date/time range. When you zoom in horizontally, the summary chart shows the zoomed-in time
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frame as a dark area in the context of the currently selected view. You can zoom in multiple
times. To return to the original view, double-click the main chart or click the zoom out icon.
On a touchscreen device, use standard touchscreen actions to zoom.
Vertical zooming
Zoom in on a subset of data by clicking the desired starting point and dragging your mouse up
or down to the desired end point. You can zoom in multiple times. To return to the original view,
double-click the main chart or click the zoom out icon. On a touchscreen device, use standard
touchscreen actions to zoom.
Viewing log data in a table
Switch to a tabular view of DataViewer data
1. Click View as Table to display log data in tabular view. The table shows one column for the
time stamp and one column for each selected log. You can add or remove logs.
2. Click a column heading to sort the data. Click the column heading again to change the sort
order (ascending versus descending).
3. Click View as Graph to switch to graphical view.
Setting the time frame
Use the Time Frame area to set the date and time range for data to be retrieved and displayed.
The range is shown just above the main chart. The view you select determines the beginning
time for the range of data retrieved from the primary workstation.
Set to Current Date/Time
This button sets the End Date and End Time to the present date/time on the Compass primary
workstation and then retrieves data based on the view and trendlogs or energy logs selected.
When the date/time range is set to the current date and time, the fields read “Current”. When
displaying the current date and time, DataViewer will automatically refresh data based on the
shortest sample interval of all logs in the viewer.
Select Date and Time
You can accept the default date and time or specify a different date and/or time.
To specify a date and/or time
1. Use the date picker or type the date of the latest data you want to retrieve from the primary
workstation.
2. Type an end time and then select AM or PM.
3. Click Load Data.
About the secondary Y-axis
If a companion log is measured on a scale or in units different from the primary log, you can
display the companion log data on a secondary Y-axis.
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The secondary Y-axis appears on the right side of the main chart. To show a secondary Y-axis,
select the 2nd Y Axis check box to the right of the log description and then click Load Data.
When data for a log is shown on the secondary Y-axis, a corresponding color swatch appears
next to the axis. This helps you know which axis a log is shown on.
For touchscreen user
• No tool tips: Tooltips are not supported on touchscreen devices.
• No data export: data export is not supported on mobile devices.
About host devices
A host device supervises, stores, and runs automation features (alarms, trendlogs, schedules,
and so on).
Once automation features are created in Compass, they are downloaded to a host device where
they run locally. If the connection to the operator workstation is lost, or is temporary in the first
place, the host device continues to run the automation features.
Ascent Control Modules (ACMs), Global controllers (BCMs), VLC-1688 controllers, and
expandable controllers (VLXs) function as host devices. When selecting a host device, choose
the one nearest to the device that hosts the relevant data point.
SCHEDULES
Use schedules to plan building operations based on the time of day, holidays, and special
events.
Schedules can control zones and binary objects (ON or OFF) that support the priority-array
property. A schedule set, which you assign to one or more points or zones, consists of three
components: work week, holiday, and event.
• The work week schedule component controls day-to-day operations.
• The holiday schedule component controls days when a facility is typically unoccupied.
• The event schedule component controls time periods outside normal occupied times.
The holiday schedule overrides the work week schedule, and the event schedule overrides the
holiday and work week schedules.
Creating a schedule
The process of creating a new schedule starts from the context menu of the point you want to
schedule.
1. On a graphical display, right-click the point.
2. From the context menu, select Schedules and then click Add Point Schedule or Add Zone
Schedule.
3. Select, copy, or create Work Week, Holiday, and Event schedule components.
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Adding an event
You can add events to a schedule using a web browser on a Compass workstation.
1. Right-click a point and then select Zone Schedule or Point Schedule.
2. Click Add Event or drag the button to the desired time slot. The Add Event Timeblock
window appears.
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5. Select All Day or type start and end times. Type times in hh:mm AM/PM format: for example,
12:00 PM.
6. Click OK.
Adding a holiday
To set your system OFF for an entire day, add a holiday to the schedule.
1. From a display, right-click a point and then select Zone Schedule or Point Schedule.
2. Click Add Holiday or drag the button to the desired day. Add Holiday Time block window
appears.
3. .Click the calendar icon and select a date for the holiday. If the holiday spans multiple days,
select Repeat and then select an end date.
4. Click OK.
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EASE
About EASE
Event Assist Scheduling Engine (EASE) is a web application that helps users to create and
manage events through a user-friendly interface. EASE can also be used in the optimum start
operation to resolve conflicts between events by using configurable and easily extensible rules.
This web application provides security by allowing only authorized users to configure and
manage the system.
What's New
• Zones using the optimum start feature can be scheduled through EASE
• EASE covers all three sets of schedules (standard /Event/Holiday) in a single schedule.
Prerequisites for EASE
1. EASE feature is included in Compass license.
2. Navtree is setup as per the instruction (Refer EASE user guide or EASE Help)
3. User is added in a group that has EASE privilege with necessary group permission
configured in the Navtree.
4. ACM capabilities are setup to support EASE.
2. Click Feature Dashboard on the Compass Top Display and then click EASE
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3. The Schedule Options window opens for the selected resource “Alerton North Office”.
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2. Enter the name of the Work Week Schedule in the Name field.
3. Click Binary or Setpoint to select the Schedule type.
a) If the binary is selected, enter the Start Time and End Time. Select the desired
command On or Off for the resource during the Start and End time of the schedule.
b) If the Setpoint is selected, then Click Type drop-down to select the Setpoint type. Enter
the desired Setpoint values and Start and End time of the schedule.
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2. Click ‘x’ to delete the associated holiday setting from the Holidays List.
3. Click SAVE
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Recurrence in EASE
Recurrence allows operators to schedule frequently repetitive events in the facility. Users can
specify a Recurrence Pattern and Recurrence Range of the events.
The Various type of recurrence patterns in EASE are as follows:
• Daily Recurrence Pattern
• Weekly Recurrence Patter
• Monthly Recurrence Pattern
• Yearly Recurrence Pattern
Note: For more information refer EASE User Guide or EASE Help
EDIT Series
This feature enables the user to edit the remaining event schedules until the recurring series
ends. To modify the required field in Edit series Click Recurring Event > EDIT EVENT > EDIT
SERIES in Edit Event dialog box.
Edit Event dialog box and Edit Series are shown below.
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Templates
A user can create pre-defined templates for event schedules to quickly modify the schedules. In
EASE user can create a new event template, new event from existing template and save
existing event as a template.
NOTE: For more information refer EASE user guide or EASE Help
Optimum Start
Optimum start adjusts the heating or cooling start time to bring zone temperatures to the
appropriate setpoint for occupancy. For example, a user wants the classrooms in a school to be
at a comfortable temperature (individual setpoint) before class begins. This can be done by
setting up each classroom as a zone and linking a schedule to each zone. The user can set up
optimum start for each zone (classroom). Optimum start calculates when to start warming or
cooling the classrooms based on the setting
Now Zones used in Optimum Start can be Scheduled through EASE.
NOTE: For more information refer EASE user guide or EASE Help.
SUMMARY PAGES
View up to 20 points for multiple devices on a single display.
Summary pages present system data in a tabular view so that you can monitor a set of points
for multiple devices. The points are presented horizontally and devices are listed down the left
side of the page.
The allowable number of points is driven by factors such as device count and network
bandwidth. In general, performance will be better than graphic displays for the same number of
points. However, initial loading time and display update performance will be affected by total
number of points on the summary page. Use 300 points as a guideline, although testing on
pages with up to 800 points has shown acceptable update times.
Summary pages are configured by populating a spreadsheet and importing it into Compass.
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Additional Information: When typing column headers, use line breaks (Alt+Enter) to make labels
display on multiple lines. Excel text wrapping will not be reflected in the summary page.
6. Configure the point and property for each column.
a) Place the cursor in a cell on the Point row and then press Ctrl+O. The Select
Property window appears.
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d) Select a property. This is either the present value or the value being written to the priority
array.
e) Select an index. This is the index that the present value writes to (if you selected Present
Value as the property) or the priority index of the value that will be displayed (if you
selected Priority Array as the property).
RESULT: A numeric string is written to the cell. The string is a type of short hand for the
point configuration.
7. Type default values for the decimal places and commandable parameters of each point. The
other parameters are not currently used.
Parameter Description
commandable Allows the value of the point to be changed from the summary
page.
Polling Policy The frequency at which data is refreshed on the summary page.
Setting this to slow can help reduce network traffic.
8. Configure device name links (optional). By default, device names are configured to open the
device properties template (99999999.dvtx).
a) Type Link in the Parameter column. Leaving this blank will default to the device properties
template.
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b) Type a device template number, display number, or URL in the Default Value
column. To link to templates or displays in another rep/job, type the
rep/job/filename path (generic/generic/000110010.dspx, for example).
c) Additional Information: You can truncate URLs (www.alerton.com) and shorten
template/display names (850.dspx will link to 000000850.dspx).
9. Enter device instances.
a) Enter device instances in column B below the point configuration rows. Devices
without exceptions to the default values will be listed only once.
b) To override a default value, type the parameter name in the Parameter column
and then type a value in the Default Value column.
c) To override more than one default value, create multiple entries for the device.
Additional Information: The log file will contain errors related to non-summary page files.
Ignore these errors.
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Device templates are powerful because a single device template can present operating data
from any number of similar BACnet devices.
Object templates are similar to device templates. Use them when you want to view the same
properties in any number of objects.
3. Use the Data Display Editor to create or change displays and templates. For detailed
instructions on editing displays, see the Display Developer’s Guide or, from the Data Display
Editor Help menu, click Edit Mode Help.
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2. Type a new value and then press Enter. The Change Notes window may appear. Requiring
change notes is set in General System Setup on the Compass primary workstation.
3. Type the reason for the change. The comment will be logged in the User Activity Log.
Additional Information: If you change a schedule point description, the new description will not
appear in search results until you restart Compass or manually rebuild the search index from the
primary workstation.
To control access to the system, you can create trees for specific users and groups. User- and
group-specific trees are appended to the standard tree.
Compass loads the navigation tree on startup, so when you edit one you must restart Compass
before the changes are visible in the interface.
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4. In the Target Display column, enter the display, template, or summary page that will open
when a user clicks the navigation tree entry. Leaving this field blank makes the node a text-
only
5. label; nothing happens when a user clicks it.
a) Type file names for displays or templates. Add paths for files that are not in the current
<rep>/<job>/displaysfolder.
b) Type summary page titles to link to summary pages.
6. For nodes that target templates, type device instances in the Device Instance column. When
a user clicks the node, the template opens with data from the specified device.
7. Type a User Security level (0 to 10) for each node. A user must have security privileges
equal to or greater than this value to open the node. For information about security levels,
see the Compass Installation and Operation Guide.
8. To create a user- or group-specific navigation tree, save the file with a filename in the format
navtree-user ID.xlsx or navtree-group ID.xlsx. For example, to create a custom navigation
tree for the Technicians group, you would save the file as navtree-technicians.xlsx. File
names are not case sensitive.
RESULT: Next time Compass starts up, it will add the user- and group-specific navigation
trees to the standard navigation tree based on user ID. The user-specific tree is at the top,
then the tree(s) for any groups that the user belongs to, and then the standard navigation
tree.
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SYSTEM TOOLS
About system tools
Use system tools to perform administrative functions such as changing passwords, viewing
system activity, and managing user sessions.
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2. Click the USER SESSIONS feature button. Compass shows a list of current user sessions.
3. Sort the list by clicking a column heading.
4. To end a user session, select it and then click Force Logout. Compass asks you to confirm
the action.
5. Click OK.
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Using filters
Click Filter Options to expand and collapse the filter area. Use Filter Options to view the
operations on these criteria:
1. Operation Status (In Progress, Success and Error)
2. Date Range (From Date and Time to Date and Time)
3. Pagination Select the number of operations to be displayed per page
4. Update To update the data display based on the selected filter criteria
5. Clear Filter To reset to default options
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NOTE: Enter the dates in MM/DD/YYYY format and the time in HH: MM: SS
format.
Viewing operations
The System Request Monitor displays all operations that meet the status and date range criteria
selected in the filter options. By default, they are sorted by start time.
The system request monitor provides the following information of each operation. For example,
schedule download operation.
1. Operation Name
2. StartTime: Start time and date of the schedule.
3. EndTime: End time and date of the schedule.
4. Status: Schedule download Success or in progress or Error.
• Success: The Schedule Download operation is successfully completed.
• In Progress: The Schedule Download operation is in progress.
• Error: Schedule Download operation has failed.
5. Initiated By: System or User
ADDITIONAL INFORMATION: To display more operations per page, click the Pagination drop-
down menu and select desired number of operations to display per page.
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In the above example, all the Host Devices scheduled for download at 12/11/2017 12:01:14 AM
are displayed. The date and time when the Schedule Download ended, the download status
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Message Success and the total number of Resources under each Host Device that are affected
with this operation are also displayed.
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Rebuild Schedule
To import resources rebuild Schedule is used. The procedure for Rebuild Schedule is as follows
1. Compass web UI click Rebuild Schedule. The Compass web UI is as shown bellow:
NOTE: To invoke the “Rebuild Schedules” from the Web UI as shown above,
only users with the ‘Import Resources’ privilege will be able to see this button.
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Alerton.com
16201 25th Avenue W.
Lynnwood, WA 98087
855.377.9530
tech.support@alerton.com
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