System and Cabinet Manual Controls
The UPS has manual controls on the system cabinet. The following instructions describe the operation of the manual controls.
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| Illustration 1 | g02451376 |
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Touchscreen panel and manual ups controls (1) Touchscreen (2) USB port (3) Three positions keyswitch (4) EPO button (5) Horn silence button | |
- System Cabinet Keyswitch – Used to control the operation of the MMS. The keyswitch is used under the following conditions:
- Reset or restart the system after an error, or any emergency shutdown mode is activated.
- Lock the MMS into the bypass, online, or offline position when the key is turned to that position and is removed from the keyswitch.
The keyswitch has the following positions:
- Bypass - This position is used to transfer the MMS to bypass or offline during certain maintenance procedures. This position may cause the UPS to go to bypass which offers no protection from problems with the incoming power.
- Online - The keyswitch will be in this position during the normal operation of the system. This position may cause the UPS to go online which provides protection for problems with incoming power.
- Reset - This position is used to reset the system after any shutdown condition. The reset position is a spring loaded position that returns the key to the online position when released.
- Emergency Power Off (EPO) Button - The EPO button is red and is labeled "EPO". The EPO button is used to place the system in the shutdown mode.
Note: When the EPO button is used, the entire system is secured. Power is not supplied to the load. However, voltage is still present on the input terminals. The critical load will lose protected power unless the customer has provided a protected external bypass.
- Horn Silence Button - Pressing the "Horn Silence Button" silences the aural alarm.
UPS Operation and Control with the System Cabinet and MMU Keyswitches
The following is a simplified explanation of keyswitch operation for the system cabinet and MMU cabinet keyswitches found on your UPS.
- To get an SMS online, the system cabinet keyswitch must be cycled to the online position. There must be enough MMU keyswitches in the online position to support the load.
Rebooting the Touchscreen Display
Administrator privileges are required to reset the display. Perform the following steps to reset the display.
- Touch the "Navigation screen" icon.
- Select "Configuration" from the selection bar at the right of the screen.
- Touch the "Next Screen" button until screen 3 of 3 appears.
- Touch the "Reboot" button.
- Answer "Yes" to the prompt.
The touchscreen reboots and returns to operation.
Navigating the Touchscreen Display
The access level you have been assigned can limit or expand the amount of freedom you have to manage the UPS system. The following paragraphs explain access levels.
Note: Use your finger, a pencil eraser, or a similar small, soft object to touch the keypad. Avoid touching the screen with your fingernails or a sharp object.
There are three levels of access for the touchscreen display. The levels are:
- Guest
- Operator
- Admin
Guest - Guest is the default access level. All read-only screens are available at Guest level. No login is needed for Guest access at the UPS.
Note: Remote access via a web browser does require a login, even for Guest. No Guest password is required.
Operator - Operators have the same privileges as Guests with the following additions: Email Setup, Caution, Configuration, and Remote Access Control screens. No Operator accounts are set when the UPS ships from Caterpillar.
Administrator - Administrator users can perform all of the Guest and Operator functions and can add and remove user accounts and configure the display.
Operator and Administrator level accounts may be added. Once an Administrator level account has been added, the default account is disabled. If accounts are deleted, an Administrator level account must be the last one on the system. Once the last entered Administrator level account is deleted, the default account is re-enabled.
Note: Logging off is required after deleting operators before the system will actually delete. After doing so, logging back in is required to delete an administrator and return the system to default administrator and password.
The following Illustration shows the order and access of the various screens used to control and manage the UPS.
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| Illustration 2 | g02842676 |
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Selections and access for your touchscreen UPS display | |
The system cabinet touchscreen user interface panel allows the operator to monitor the operation of the UPS.
Note: The system cabinet touchscreen user interface panel does not allow the operator to:
- Stop the system in an emergency
- Place the system into bypass
- Reset the system
- Silence the horn
The operations listed above must be performed manually from the manual control panel directly below the touchscreen on the system cabinet door.
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| Illustration 3 | g02451376 |
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Touchscreen panel and manual ups controls (1) Touchscreen (2) USB port (3) Three positions keyswitch (4) EPO button (5) Horn silence button | |
Once power is applied to the system, the touchscreen should be active. If the Home screen is not displayed or there is no text visible, touch the screen. There is a backlight time-out feature that turns the screen backlight off to save power. Touching the screen reilluminates the display backlight. After touching the screen and the screen is still dark, contact Caterpillar service.
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| Illustration 4 | g02843357 |
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Touchscreen user interface panel (typical) | |
Getting to Know the Touchscreen
The touchscreen is easy to use by lightly touching a selection with your finger.
The touchscreen is divided into three interactive sections:
- Master selections
- System diagram
- System overview
Primary selections are displayed across the top of the screen. Illustration 5 shows the master selections.
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| Illustration 5 | g02452479 |
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Master selections | |
The back arrow symbol takes you back to the previous screen when touched.
Touching the key symbol allows you to log "ON" or "OFF" the system from any screen. Refer to Illustration 6.
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| Illustration 6 | g02843498 |
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Log on/off window | |
To log on or off the system, perform the following steps.
- Touch the "Key" symbol.
- Select the user name field/password field to display the virtual keypad.
- Enter your user name and password as appropriate from the virtual touchscreen keypad.
Note: You may enter values such as user name and password, email addresses, and other data depending on your sign-in privileges.
Touch the event symbol (10) to access the system event Log. Refer to Illustration 7.
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| Illustration 7 | g02902216 |
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(10) Event symbol
(11) Event log (12) Arrow buttons for navigating the event log (13) Email addresses (14) Entry line | |
The event log screen allows access to the following dialogs:
- All events
- Alarm and notice
- Alarms only
If other features are set up correctly, the events log can be sent to an email address. The use of email provides a beneficial way to transfer information for remote diagnostics.
System errors that are not critical will generate notice messages. If system errors are present, but are not critical, the system will not go to bypass mode. However, a service technician may be required to fix the problem. A notice message will cause the " NOTICE" banner to be displayed on the touchscreen. The system also emits an audible alarm. The messages are displayed in the event log. The event log may be accessed from the touchscreen display. The event log may also be accessed in UPSView.
The following list of the events can generate notice messages:
- Fan failures
- Abnormal thermal conditions
System errors that are critical generate alarm messages. Alarm messages indicate that the system has experienced a critical event and operator action is required. An alarm message will cause the "ALARM" message to be displayed. The system also emits an audible alarm. The alarm messages appear in the event log. The event log may also be accessed in UPSView. The following examples are a list of the events that will generate alarm messages:
- Multiple fan failures
- Extreme thermal conditions
- Overload conditions
- Emergency power off event
Perform the following to email an event log.
- Select the desired field.
- Use the virtual keyboard to enter the destination email address in the "To" address line.
- Press the "Email Events" button.
Setting Up Email Addresses for Exporting Events
Email accounts can be set up to receive UPS system alarms and notices. The mail system can be set up to deliver the emailed event log never, monthly, weekly, or daily. The UPS email system can also be set up to send service and caution notifications.
Perform the following steps to set up the email.
- At the navigation screen, select "Email Setup" using the navigation buttons at the right. The following screen will appear.
Show/hide table
Illustration 8 g02902644 - Select the email options by clicking the desired button (21).
- Click on the email address line (20). The following dialog will appear with the virtual keyboard.
Show/hide table
Illustration 9 g02902645 - Use the virtual keypad (22) to type the characters of the email address.
- Click the enter key (23) when done. A similar dialog will appear as shown in Illustration 10.
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| Illustration 10 | g02903119 |
Exporting Events to a USB Device
Perform the following to export to a USB device.
- Connect the USB device to the USB port on the front of the system cabinet below the touchscreen.
- Press the "Export Events" button.
- The system writes information to the USB device.
Note: Do not remove the USB device until all information has been transferred.
- The system will display a message when the transfer is complete.
Touching the "Globe" symbol allows you to select the language in which all screen information will be displayed. Refer to Illustration 11.
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| Illustration 11 | g02843465 |
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Language selections | |
Touching the Navigation symbol allows you to go to any screen listed on the Navigation page. Your systems Navigation page information may differ somewhat from the Illustration 12. The selections vary depending on the access level for the password entered.
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| Illustration 12 | g02843756 |
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Navigation page (typical) | |
Touching the home symbol allows you to go to the display home page.
The home page is the page that is shown on the touchscreen display. The home page presents system information in graphical form with explanations in text.
Illustration 13 shows a typical home page display for a UPS 1000Z N+1 Series system.
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| Illustration 13 | g02843779 |
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Typical home page selection | |
Status indicators alert the operator to the status of the system. Indicators also alert the operator of notice and alarm messages. System status and any messages will be displayed on the touchscreen display.
During normal operation, the flywheel status indicator is green.
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| Illustration 14 | g02452679 |
Table 1 details the meaning of the green status indicator.
| Green Status Indicator | |||
| Protects Load | Alarm | Notice | Communication |
| Yes | No | No | Yes - OK |
When there is a "Notice" event, the system shifts from whatever page may be on to the "Event Log" page. The system displays a "Notice" on a screen similar to Illustration 15.
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| Illustration 15 | g02845296 |
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Event screen notice detail | |
When there is a "Notice Message", the status indicator goes from green to yellow.
System errors that are not critical will generate a notice. The notice may or may not require operator intervention. A notice message will also cause the system to display the "Notice" banner and the affected status indicator displays a yellow indication symbol. The system will also emit an audible alarm. The "Event Log" displays the type of event that caused the notice, the time, and date.
If the notice indicates the system is not protecting the load, there will be a message under the "System Overview" column. The message will state that the load is unprotected.
| Yellow Status Indicator | |||
| Protects Load | Alarm | Notice | Communication |
| No | No | Yes | Yes - OK |
| No | No | No | Yes - OK |
| Yes | Yes | Yes | Yes - OK |
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| Illustration 16 | g02452684 |
When there is an "Alarm Message", the operating status indicator goes from green or yellow to red. The "Alarm" event presents a screen similar to Illustration 17.
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| Illustration 17 | g02845316 |
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"Alarm Message" status indicator on events page | |
Alarms alert the operator when the system is not performing optimally or when operator actions are needed. When an alarm occurs, the operator should check the display panel to determine if action is required. System errors that are critical to the operation of the UPS generate Alarms. An alarm message will cause the "Alarm" banner to display and the status indicators to display a red indication symbol. The system will also emit an audible alarm. The system will display the type of event that caused the alarm, the time, and date
If the alarm indicates the system is not protecting the load, there will be a message under the system overview column. The message will state that the load is unprotected.
| Red Status Indicator | |||
| Protects Load | Alarm | Notice | Communication |
| No | Yes | No | Yes |
| No | Yes | Yes | Yes |
| Yes | Yes | No | Yes |
| Yes | Yes | Yes | Yes |
| No Indication | No Indication | No Indication | No Indication |
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| Illustration 18 | g02452708 |
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"Alarm Message" operating status indicator on home page | |
You can access the information for a specific MMU by touching the MMU icon. For example, if the MMU icon is displayed as red, you can touch the icon to access the MMU diagram for that particular MMU. Refer to Illustration 19.
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| Illustration 19 | g02903158 |
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Home screen icon | |
- Touch the MMU icon indicating the MMU for which you want information. A screen will appear similar to Illustration 20.
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| Illustration 20 | g02452713 |
You may also touch the "Detail" button to bring up a series of screens that show the data describing the performance. Refer to Illustration 21.
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| Illustration 21 | g02452718 |
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MMU detail screen | |
Acquiring and Managing System Information
The UPS provides and tracks system information when operating. The following paragraphs explain how to access the information.
Access the system details by touching the "System Details" key found on the home page.
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| Illustration 22 | g02452783 |
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System details display | |
The System Detail Display shows the following:
- System input (Line Volts, Current, Power)
- System output (Line Volts, Current, Power)
- kVA
- kW
- Hz
- PF
- Percent energy
- Percent load
- System serial number
- Firmware version
- FPGA version
To return to the Home Page, touch the Home icon at the top right of the screen.
Details can be accessed from the "Navigation Page". Touch the "Navigation" icon and then touch "Detail". Illustration 23 shows a typical detail page.
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| Illustration 23 | g02452718 |
Telemetry Shown on the MMU Detail Pages
| Telemetry | Information Shown |
| 1. Positive DC Bus | Positive DC Bus Voltage [VDC]. |
| 2. Negative DC Bus | Negative DC Bus Voltage [VDC]. |
| 3. Tachometer | The speed of the flywheel in RPM. |
| 4. Percent Usable Energy | The percentage of usable energy per flywheel. |
| 5. Vacuum Gauge | The vacuum [mTorr] level inside the flywheel. Low vacuum is used to minimize the amount of power needed to spin the flywheel and to maximize the length of the discharge. |
| 6. Bottom Bearing Force | The amount of force on the bottom bearing. |
| 7. Lateral Vibration | The amount of horizontal vibration in the flywheel. The vibration signals are a measure of the health of the flywheel bearing. |
| 8. Axial Vibration | The amount of vertical vibration in the flywheel. The vibration signals are a measure of the health of the flywheel bearing. |
| 9. Top Field Coil Temp | The temperature of the coil on the top of the flywheel. |
| 10. Bottom Field Coil Temp | The temperature of the coil on the bottom of the flywheel. |
| 11. Armature Temperature | The temperature of the flywheel armature. |
| 12. Top FC IGBT Temp | The temperature of the power electronics that supply current to the top field coils. |
| 13. Bottom FC IGBT Temp | The temperature ] of the power electronics that supply current to the bottom field coils. |
| 14. Top Bearing Temp | The temperature of the top flywheel bearing |
| 15. Bottom Bearing Temp | The temperature of the bottom flywheel bearing. |
Plotting System Telemetry Data
The UPS system telemetry data may be plotted as required. You may select data for up to three traces at any one time. To set up the UPS plotting feature, perform the following steps.
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| Illustration 24 | g02453053 |
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System telemetry data screen | |
- Access the "Trace Select" screen from the "Navigation" screen by touching the "Trace Select" button. Refer to Illustration 24
- Select the required MMU by touching the Next button as needed. The MMU number appears in the bar right above the "Next" button
Note: MMU telemetry appears on pages 4, 5, 6 at the "Trace Select" screen.
- Touch the desired data category radio button or the text line following the radio button. Refer to Illustration 24
- Touch the Change Trace 1, 2 or 3 category key. Refer to Illustration 24
Note: You can select data from any one of six screens for telemetry that you may want to monitor.
- After making your selections, recall the menus with the "Navigation" button.
- Touch the "Plotting" button.
The system displays a screen similar to Illustration 25
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| Illustration 25 | g02453056 |
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Plotting screen | |
You can select another data category from the "Plotting" screen by touching the "Trace Select" button. From the system "Navigation" selections you can choose another category.
The service notification page allows the entry of maintenance and replacement dates for your UPS. The service notification page also allows you to enter service contact information.
Illustration 26 shows the service notification page.
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| Illustration 26 | g02453058 |
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Service notification screen | |
Preventative maintenance dates and bearing replacement dates are set by the service tech. The places the dates are set are not in a user-accessible area. The PM covers everything except bearings, so the tech must enter a target date for the next expected PM tasks. These tasks may not be the same each time. On each visit the tech will update target dates as needed.
Users logged in at operator level or above, can enter the "Scheduled Maintenance Date". The date displayed is the date scheduled for a service visit. The display assumes that all required service will be performed at once.
The display reminds users that service is needed 180 days, 90 days, 30 days, 7 days, and 1 day before service is needed. The display reminds users in three ways:
- The "Service Notification" screen will preempt the current screen (except for the event screen when there is an active alarm or notice).
- A "SERVICE REQUIRED" button will appear on the status window, see below. The button will take you to the "Service Notification" screen. The screen will stay up until all required service has been scheduled.
- The UPS sends an email to all who have selected service emails. An email is sent whenever any service item changes state.
Once service is scheduled, reminders are not made until seven days before the scheduled date.
The possible service states for each service item are:
- Service not required within 180 days (Not Due)
- Service is scheduled
- Service is overdue
- Service needed within 180 days
- Service needed within 90 days
- Service needed within 30 days
- Service needed within seven days
- Service needed within one day
- Service date is not entered
Caution Setup and Caution View
"Caution Setup" allows you to set limits that will trigger a caution statement to be listed on the "Caution View" screen. Illustration 27 displays the "Caution Setup" screen.
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| Illustration 27 | g02453103 |
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Caution setup screen | |
You reach the "Caution Setup" screen via the "Caution View" screen. Refer to Illustration 28
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| Illustration 28 | g02453107 |
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Caution setup screen | |
To set up caution messages, perform the following with an administrator or operator level password:
- From the "Home" screen, select the "Navigation" icon. The "Navigation" screen will appear.
- From the "Navigation" screen select "Caution View" by touching the "Caution View" button.
- From the "Caution View" screen select "Caution Setup" by touching the "Caution Setup" button.
Note: There are seven pages of caution messages for each category of UPS telemetry.
- Select the required telemetry messages by touching the selection button.
- Select the entry field showing the telemetry set point level by touching the entry field.
- The touchscreen keypad appears. Enter the set point value from the keypad and press the check mark.
- Return to the "Caution View" page to see messages (if the system is running within set point values, there will be no "Caution View" messages).
Note: If a caution message is red, the caution still exists. If blue, the caution has cleared.
The remote access screen is used to allow a remote service engineer to change operating parameters in the system. The service engineer must connect to the system using the modem with UPSView and must be logged in with a service password. Until the service engineer is connected via modem and logged in, remote access cannot be granted.
Once these prerequisites are met, the display will show a password entry field and a send button. The user must enter the access code and send the code to the MMU to grant the remote service engineer permissions for changes.
With the appropriate access level, you can add accounts to the system to allow selected operators to have access to some or all of the "Navigation" screens. To access the Accounts screen, perform the following steps.
- Touch the "Accounts" button in the list displayed after Navigation screen is selected. Refer to Illustration 29
Show/hide table
Illustration 29 g02453129 Accounts screen - Touch the "User field" on the "Accounts" screen.
- Enter the user name, access level, and password.
- Enter the user name and password with the virtual keypad.
- Select the appropriate radio button for access level. See the screen in Illustration 30
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| Illustration 30 | g02453130 |
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Adding user data to accounts | |
When you successfully add account information, the screen should appear as in Illustration 31.
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| Illustration 31 | g02453133 |
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Account information added successfully | |
The configuration screen allows the operator to set up several parameters that configure the system for operation.
- Touch the "Navigation" icon.
- Select "Configuration" from the list of buttons on the right. The screen appears as in Illustration 32.
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| Illustration 32 | g02453182 |
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Configuration screen | |
The "Configuration" screen set includes the following:
- Display Network Configuration
- IP Address Configurations
- Email Configuration
- Backup Configuration
- Restore Configuration
- Reboot (Display)
- Export Configuration
- Import Configuration
- Resynchronize time to UPS
- Calibrate Touchscreen
There are three screens in the configuration screen set.
Configuration Screen 1 - Display Network and MMU IP Address Configurations
From the Display Network Configuration selection on screen one (1) of the Configuration screen, you can configure the following:
- Display IP Address
- Gateway IP Address
- Subnet Mask Address
Note: Information for configuring network settings should be provided by the site network administrator. Contact the network administrator to make sure that your network settings are current.
The IP address allows your UPS to communicate system information via the touchscreen display. The IP address is also required for UPS network communication.
The IP address allows the UPS system to communicate information about MMU performance. Illustration 33 shows both display and IP address configuration and the touchscreen keypad.
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| Illustration 33 | g02453201 |
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Configuration screen for display network and mmu ip address configuration | |
- Touch the entry block for either the "Display Network Configuration" (for the display ) or the "IP Address Configuration" (for the MMU) as desired. The virtual keypad appears to allow you to enter the required values.
Configuration Screen 2 - Email Configuration
You can configure the display email capability from the second of the three configuration screens. When you enable system email, you are allowing the display to send alarms and notices to a designated destination. Refer to Illustration 34.
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| Illustration 34 | g02453205 |
- To fill out the parameters required to allow the display to communicate notices and alarms, touch the required entry field. Depending on the parameter type either a numeric or an alphanumeric keypad will appear. Refer to Illustration 35.
- Save the email configuration by touching the Save Email Configuration button.
- Test the email configuration by touching the "Send Test Email" button.
Note: The UPS has an independent email configuration accessible through UPSView. The capabilities provide redundancy for the email notification system.
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| Illustration 35 | g02453237 |
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Entering email configuration parameters | |
Configuration Screen 3 - Managing System Configurations
Screen three allows you to select any one of several operations that may be needed to help manage the UPS system configuration. Illustration 36 is a picture of that screen.
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| Illustration 36 | g02453238 |
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System configuration maintenance screen | |
The configuration "Maintenance Screen" allows you to perform the following tasks used to maintain or enhance system performance:
- Backup configuration allows you to back up the existing configuration stored by the touchscreen computer.
- Restore configuration allows you to overwrite the existing configuration and reboot the display.
- Reboot allows you to reboot the display.
- Export configuration allows you to export the display configuration while overwriting the previous export.
- Import configuration allows you to import a configuration and overwrite the existing configuration and reboot the display.
- Resynchronize time to UPS allows the display time to be resynchronized with the UPS system time.
- Calibrate touchscreen allows you to calibrate the touch points on the display face. If the touchscreen is out of calibration, touching a button will not activate the touchscreen. If touching outside the button boundaries activates the button, recalibrate the touchscreen. Recalibrate the touchscreen by selecting the "Calibrate Touchscreen" button and then touching in the middle of the displayed cross-hair targets.