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Operator Guide

1999, Andover Controls Corporation All Rights Reserved

No part of this publication may be reproduced, read or stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission of Andover Controls Corporation. Produced in the United States of America. Infinity is a trademark of Andover Controls Corporation. All other trademarks are the property of their respective owners. Continuum Operator Guide Version E, December, 1999 Andover Controls Part Number: 31-3001-758 The information in this document is furnished for informational purposes only, is subject to change without notice, and should not be construed as a commitment by Andover Controls Corporation. Andover Controls Corporation assumes no liability for any errors or inaccuracies that may appear in this document.

Andover Controls Corporation 300 Brickstone Square Andover, MA 01810 (978) 470-0555 fax: (978) 470-0946
www.andovercontrols.com

Preface

Table of Contents
Chapter 1: Continuum Overview
Building Automation .................................................................................................................. 1-3 Continuum Basic Architecture ................................................................................................... 1-4 Controller Hardware .................................................................................................................. 1-4 Continuum Workstation ............................................................................................................. 1-5 Networks ................................................................................................................................... 1-6 Continuum Hardware Overview ................................................................................................ 1-9 Continuum Software Overview ................................................................................................ 1-14

Chapter 2: Starting Continuum


Windows NT Desktop Environment........................................................................................... 2-3 Starting Continuum from the Desktop ....................................................................................... 2-4 Continuum Menu Pages ............................................................................................................ 2-7 Logoff Continuum ...................................................................................................................... 2-8 Logon through the Continuum Icon ........................................................................................... 2-8

Chapter 3: Menu Pages and On-Line Help


Menu Pages Overview .............................................................................................................. 3-3 Changing Menu Pages.............................................................................................................. 3-4 On-Line Help System ................................................................................................................ 3-7

Chapter 4: Working with Schedules


Schedules Overview.................................................................................................................. 4-3 Opening a Schedule from the Menu Page ................................................................................ 4-4 Schedule Features .................................................................................................................... 4-4 Calendar Views ......................................................................................................................... 4-7 Making Changes to the Schedule ........................................................................................... 4-13 Assigning Standard Days to the Calendar .............................................................................. 4-13 Editing Events for the Selected Day........................................................................................ 4-18 Changing Event Time Intervals ............................................................................................... 4-23 Adding a New Event to the Selected Day ............................................................................... 4-25 Editing a Standard Day ........................................................................................................... 4-26 Creating a New User-Defined Day .......................................................................................... 4-29 Saving Changes to the Schedule ............................................................................................ 4-32

Chapter 5: Using List Views


ListViews Overview ................................................................................................................... 5-3 Opening a ListView from the Menu Page .................................................................................. 5-3 ListView Features...................................................................................................................... 5-4 Working with ListViews.............................................................................................................. 5-6 Highlighted Objects ................................................................................................................... 5-6 All Listviews ListView ................................................................................................................ 5-7 Prompted ListViews................................................................................................................... 5-8 Editing an Object from the ListView Window............................................................................. 5-9 Refreshing the ListView........................................................................................................... 5-10 Continuum Operator iii

Preface
Printing ListViews .................................................................................................................... 5-10 Changing Print Settings........................................................................................................... 5-12

Chapter 6: Using Groups


Groups Overview....................................................................................................................... 6-3 Opening a Group from the Menu Page ..................................................................................... 6-3 Member List............................................................................................................................... 6-4 Working with an Object in the Member List ............................................................................... 6-6 Editing an Object ....................................................................................................................... 6-8 Viewing the Group History......................................................................................................... 6-9 Editing the Range Parameters .................................................................................................. 6-9 History View Features ............................................................................................................. 6-11 Fill Options .............................................................................................................................. 6-11 Viewing the History for a Single Object ................................................................................... 6-13

Chapter 7: Responding to Alarms


Continuum Alarm System Overview.......................................................................................... 7-3 Alarm Bar .................................................................................................................................. 7-3 Responding to an Alarm............................................................................................................ 7-4 Active Alarm View ..................................................................................................................... 7-5 Alarm Details View .................................................................................................................... 7-8 Working in the Active Alarm View ........................................................................................... 7-10 Reviewing Alarm History Information ...................................................................................... 7-12

Chapter 8: Issuing New Cards


Understanding Access Control.................................................................................................. 8-3 Creating a New Personnel Record from a Menu Page ............................................................. 8-4 Personnel Editor........................................................................................................................ 8-5 Steps within the Personnel Editor to Add a New Person ........................................................ 8-12 Using Templates ..................................................................................................................... 8-16 Handling Temporary and Lost Cards ...................................................................................... 8-18 Working with Personnel Objects through ListViews ................................................................ 8-21

Chapter 9: Viewing Access Control Events


Understanding Access Control Events...................................................................................... 9-3 Opening an Active Event View from the Menu Page ................................................................ 9-3 Active Event View...................................................................................................................... 9-4 Working in the Active Event View.............................................................................................. 9-6 Access Events for a Specific Person......................................................................................... 9-9 Access Events for a Specific Door .......................................................................................... 9-11 Reviewing Access Event History Information .......................................................................... 9-13

Chapter 10: Exploring Graphics


Graphics Overview .................................................................................................................. 10-3 Graphic Panels........................................................................................................................ 10-3 Graphic Controls ..................................................................................................................... 10-8

Appendix: Glossary .................................................................................................................


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Preface

Conventions Used in this Manual


The book is arranged in a two-column format: The right column contains the text and graphics describing the Continuum Operator features presented in this document. The left column contains topic labels making it easy to find the corresponding text for a particular topic. In addition, special items of interest are presented in the left column such as notes, tips, warnings, and keyword definitions. The following graphical icons are used to highlight these items: Provides supplementary information about a feature or task.

Note

Indicates additional reference materials should be consulted for a feature or task.

Provides warning information about a feature or task which you should pay particular attention to.

Tip

Presents a tip related to a feature or task which may help you save time and work more efficiently.

Warns you of a situation, related to a feature or task, requiring special consideration.

Continuum Operator

Preface

vi

Continuum Operator

Chapter 1:
Continuum Overview

Operator Guide

Chapter 1 Continuum Overview

Topics Presented in this Chapter

What is Building Automation?


Control Devices

Continuum Basic Architecture


Controller Hardware Net Controller CX Controller Infinet Controller Continuum Workstation Networks Ethernet Andover I/O Bus Infinet Stand-Alone Configuration Local Area Network (LAN) Multiple Workstation Configuration Enterprise Configuration

Continuum Hardware Overview


NetController NetController Power Supplies Continuum IOU Modules Continuum Display Modules Infinity Ethernet Controllers Infinet Controllers Access Controllers System Controllers Lighting Controller Terminal Controllers Infinlink Repeaters

Continuum Software Overview

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Continuum Operator

Chapter 1 Continuum Overview

What is Building Automation?

Control Devices

A building contains electrical and mechanical equipment that performs lighting, heating, air conditioning, access, and security control functions. Building automation systems use computer and network technology to efficiently and intelligently control and manage the total building environment. When we talk about the equipment involved in building automation, we refer to the actual devices that monitor and control building functions, such as: Security Applications card readers, keypads, video monitors and cameras, motion detectors, and electronic lock mechanisms; HVAC Output actuators, fans, dampers, large relays, and motors; HVAC Sensors monitor pressure, humidity, temperature; and tank levels; and Lighting Controls lamps, electronic ballasts and occupancy sensors.

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Chapter 1 Continuum Overview

Continuum Basic Architecture


Controller Hardware
A controller connects to the various control devices used in the building. The controller is a microcomputer-based piece of equipment which seamlessly integrates with HVAC and security access systems. As shown in the picture below, one controller can communicate with a wide-array of electrical and mechanical components. In complex systems, several types of controllers are usually employed to optimally manage the building environment.

Net Controller

Net Controllers are the central processing units (CPU) of the Continuum system. They run programs that control the operation of your building or process. Net Controllers communicate with many different specialized Continuum IOU modules to receive sensor input, to activate equipment such as valves and fans and perform access control functions. Net Controllers can also communicate with other types of controllers such as those in the Andover Controls Infinity product line. These controllers interact with the Net Controller through a communications port (CommPort) configured for a special link called the Infinet. Net Controllers can be connected to standard office printers for obtaining hard copies of event logs and other system-related reports. They can also include telecommunications modems for connecting with remote installations.

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Chapter 1 Continuum Overview


CX Controller CX Controllers are functionally similar to Net Controllers. Their Inputs and Outputs are located within the controller cabinet.

Infinet Controller

Infinet controllers are specialized stand-alone controllers that contain their own I/O points. Andover produces a multitude of these geared to specific tasks. These range from touch screen interfaces to VAV box controllers with built-in actuators. Once programmed, they operate independently of any other controller.

Continuum Workstation

An operator workstation is a personal computer (PC) which provides an easy-to-use view of the building control system. An operator interacts with system components via a graphical user interface on the workstation (also referred to as the CyberStation). A basic Continuum system consists of at least one workstation and one controller. Through a workstation an operator: Responds to alarms Monitors and controls system devices and schedules Operates local and remote equipment Views the actions of the entire system from one location Produces useful reports from gathered information

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Chapter 1 Continuum Overview

Networks

A network is the communications path through which many computerbased systems share information. Continuum workstations communicate with NetControllers and NetControllers communicate with other controllers through network connections. Continuum supports a variety of communication protocols such as Ethernet TCP/IP, Internet, BACnet, and LON.

Ethernet

The Ethernet is an industry standard high-speed local area network (LAN) upon which Continuum NetControllers, CX Controllers and Continuum workstations communicate. Continuum adheres to the TCP/IP networking standard directly to the controller level.

Andover I/O Bus

NetControllers use a special proprietary network called the I/O Bus when communicating with local and remote Continuum I/O modules. This network is physically separate from the Ethernet connection.

Infinet

An Infinet is another Andover Controls proprietary communications network. The Infinet network connects NetControllers and CX Controllers to their sub-controllers (Infinet controllers). Each NetController includes provisions for two separate Infinet networks. A Continuum NetController would address or control an I/O point on an Infinet Controller through these networks.

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Continuum Operator

Chapter 1 Continuum Overview


Stand-Alone Configuration A stand-alone Continuum system consists of a single workstation networked to Ethernet-level controllers, IOU modules, Infinet controllers and peripheral devices. The application utilizes Microsoft Access for the database engine. The workstation can support a large number of controllers and peripheral devices.

Ethernet Network

Workstation NetController ACC I/O Bus Network I/O Modules

Local field wiring

Multiple Workstation Configuration

A multiple workstation configuration consists of workstations, a Windows NT file server, and controllers connected over an Ethernet TCP/IP network. The application utilizes a Microsoft SQL database residing on the server.
Ethernet TCP/IP Network

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Chapter 1 Continuum Overview


Enterprise Configuration From one workstation you can monitor and configure networked devices within an entire enterprise.

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Continuum Operator

Chapter 1 Continuum Overview

Continuum Hardware Overview


The following information provides a general overview of the Continuum product line and highlights important product features. However, for the most complete and current information, refer to product cut sheets available from the Marketing department or from the Andover Controls web site (www.andovercontrols.com).

NetController

NetController features include: Optional on-board modem Ethernet connection with transceiver options Operating system is in flash ROM 4 Comm ports and an I/O bus Comm Port
COMM1 COMM2 COMM3 COMM4

Type
RS232 or RS485 RS485 RS232 or Modem RS485

Can Be Set To
Infinet, Xdriver TankNet or Printer (RS-232) Printer, Infinet, Xdriver, TankNet Printer, Xdriver, TankNet or 14.4 KBPS Modem Printer, Xdriver, TankNet

NetController Power Supplies

Model
PS 120/240 AC 50 Non-UPS PS 120/240 AC 50 U UPS PS 48 DC 50

Input Specifications
100 to 240 VAC @ 50-60 Hz, 1.8A @ 100V; 1.0A @ 240V 100 to 240 VAC @ 50-60 Hz, 1.8A @ 100V; 1.0A @ 240V 41 to 53 VDC @ 1.8A

Output Specifications
+24 VDC 5% +24 VDC 5% +24 VDC 5%

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Chapter 1 Continuum Overview

Continuum IOU Modules

Module
AC-1 and AC-1-Plus Access Control

Features
3 supervised inputs 2 Form C relays AC-1 supports 1 Wiegand or proximity reader AC-1-ABA supports 1 ABA reader Will operate in a degraded mode if network communication is lost

AO-4-8 and AO-4-O Analog Output

4 analog outputs with eight-bit resolution Configurable as voltage or current outputs AO-4-8-O provides override feedback to Plain English programs Monitors absence or presence of AC voltage directly ON-OFF status indication Sensing for up to 8 dry digital inputs High-speed counting up to 10KHz is available on Channels 1 and 2 Can control any combination of 20 digital inputs and outputs Typically used for Continuum Display Panel option

DI-6-AC and DI-6-AC-HV AC Digital Input (wet) DI-8 Digital Input (dry) DM-20 Digital I/O

DO-4-R Relay Output DO-6 TR Triac Output LO-2 and LO-2-O Lighting Output MI-6 Milliamp Input UI-8-10 and UI-8-10-10V Universal Input VT-1 Voice Touch Tone VS-8 Video Switcher Infistat

4 Form C Relay Outputs with Override Rated at 5 amps, 240 VAC 6 Form A triac-based outputs Control of lighting, heat and fan units Interfaces up to 2 standard GE RR7 or RR9 lighting relays Can direct connect up to 6 2-wire 0-20mA or 4-20mA sensors 8 universal inputs, software configurable as voltage, thermistor, digital or counter point Can also be configured as supervised inputs Complete control over phone message output Fully programmable with Plain English 8 in X 4 out video switch matrix Fully programmable with Plain English Fully programmable I/O module with display and keypad Can include room temperature and humidity sensors Allows control of temperature set points and schedules Signals alarm conditions Allows arming/disarming of security systems

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Chapter 1 Continuum Overview

Continuum Display Modules

Continuum display and control modules are programmed with the Andover Controls Plain English programming language. Module
LC-1 LCD Display

Features
2-line, 16-character display 12-button programmable keypad Optional VM-1 Voice Module 8 user-programmable, 3-digit, 7-segment LED displays with floating decimal point 8 user-programmable up/down arrow pushbutton digital inputs

LS-8 LED 3-Digit Display

LB-8 LED Bar Module

8 user-programmable LED ON/OFF indicators 8 user-programmable push-button digital inputs

Infinity Ethernet Controllers

Controller
CX 9400 Aeclipse Controller System

Features
CX 9400 CPU module with flash EPROM 2 Infinet field bus connections 4 user definable COMM ports Programmable battery backup 16 or 32 universal input module 16 or 32 dry contact input module 8 digital output module 8 analog output module 80 high-density LED driver output module

CX 9200 Network Controller

10 MB Ethernet communications Supports 2 Infinet networks 4 user definable COMM ports RS-232 / RS-485 communications to modems, printers, dumb terminals and thirdparty devices

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Chapter 1 Continuum Overview

Infinet Controllers

A wide-variety of Infinet controllers is available. The tables below list the controllers and their features categorized by building control function.

Access Controller

Controller
ACX 781 Access Control Unit

Features
8 Wiegand or ABA protocol reader inputs 8 3x4 matrix keypad inputs 32 supervised alarm inputs 8 5amp Form C relay outputs for door control

System Controllers

Controller
SCX 920 System Controller

Features
16 universal inputs 8 universal software-programmable outputs I/O expansion port Optional display with keypad Touch screen interface to building management systems User-definable graphics, text and custom control panels 8 universal inputs 8 single-pole double-throw Form C relay outputs 8 universal inputs 8 single-pole double-throw Form C relay outputs I/O expansion port Optional display with keypad

DCX 250 Touch Screen Display Controller LCX 800 Local Control Unit LCX 810 Local Control Unit

Lighting Controllers

Controller
LCX 89X Series Lighting Controllers

Features
8 Class II low voltage inputs 16 programmable digital inputs 16 programmable universal inputs 8 pulsed output lighting control relays

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Chapter 1 Continuum Overview


Terminal Controllers Controller
TCX 84X Series Terminal Control Units TCX 85X Series Terminal Control Units 1 airflow sensor 5 Form C Triac-based outputs, 2 voltage 4 universal inputs 2 airflow sensors 3 single-pole single-throw Form A relays 1 Form K tri-state relay TCX 865 VAV Controller with Built-In Actuator 2 universal inputs 1 airflow sensor 1 Smart Sensor 3 single-pole single-throw outputs 1 integrated damper actuator 2 analog outputs TCX 867 Terminal Control Unit 4 universal inputs 1 tri-state output 3 Form A outputs 2 0-10V outputs TCX 870 Terminal Control Unit 4 universal inputs 3 single-pole single-throw Form A relay outputs 2 analog outputs

Features
Up to 4 universal inputs

Infilink Repeaters

Repeater
Infilink 200 Repeater Infilink 210 Repeater

Features
5 RS-485 twisted pair connnections 1 RS-232 interface 1 RS-485 twisted pair connection 2 fiber optic

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Chapter 1 Continuum Overview

Continuum Software Overview


Continuum is a Windows-based application running on a workstation linked to a Microsoft SQL or Microsoft Access database (LAN or stand-alone configuration, respectively). The Continuum software, referred to as CyberStation, provides an easy-to-use graphical interface for the monitoring and control of your system.

Operator Functions Presented in this Manual

Through a workstation, operators access a wide-variety of Continuum functions, such as: Menu Pages and On-Line Help (Chapter 3) Schedules (Chapter 4) List Views (Chapter 5) Groups (Chapter 6) Alarms (Chapter 7) Personnel Management (Chapter 8) Access Control Events (Chapter 9) Graphics (Chapter 10) Each of the software features listed above are explored in the subsequent chapters. The chapters provide detailed information about each function including Continuum screens, tips, notes, warnings, and keyword definitions.

Glossary

A complete glossary of commonly used terms is located at the end of this manual in an Appendix.

Note

An interactive computer based training CD is available from Educational Services. Through a simulated Continuum environment, an operator learns about the features discussed in this book and experiences, first-hand, how to perform operator tasks. If you wish to purchase a CD, contact the Educational Services department at 978.470.0555 extension 193.

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Continuum Operator

Chapter 2:
Starting Continuum

Operator Guide

Chapter 2 - Starting Continuum

Topics Presented in this Chapter

Desktop Environment
Windows NT Desktop Steps for Starting Continuum from the Desktop Step 1Start Menu Step 2Programs Menu Step 3Continuum Menu Step 4Continuum Logon (User Name) Step 5User Password Continuum Menu Pages Menu Page Components Logoff Continuum Logon through the Continuum Icon

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Chapter 2 - Starting Continuum

Desktop Environment
Windows NT Desktop
When you successfully log into Windows NT, the NT desktop appears as shown below.

Shortcut Icons

Start Button

Task Bar

The desktop consists of three basic components: icons, task bar, and the Start button. Shortcut Icons are the graphical pictures arranged from top to bottom on the left side of the desktop. By double clicking on icons, functions or programs associated with the icons are executed. The Task Bar, which is the row located at the bottom of the screen, displays information about active tasks and windows. The Start Button is located in the bottom left corner of the task bar. Through the Start button, you perform a wide-variety of tasks such as running programs, changing system settings, and shutting down your computer.

Refer to your Microsoft Windows NT documentation for detailed information about the desktop environment and components.

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Chapter 2 - Starting Continuum

Starting Continuum from the Desktop


Step 1: Start Menu

To start Continuum, point and click on the Start button located in the bottom left corner of the screen.

The Start menu pops up. Using the mouse, move the pointer through the list and highlight the Programs option.

Tip

When you see an arrow symbol next to a menu item, it indicates a submenu of choices exist for that option.

Step 2: Programs Menu

The Programs submenu appears to the right of the Start menu. Move the pointer through the list and select the Continuum option.

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Chapter 2 - Starting Continuum


Step 3: Continuum Menu The Continuum menu appears to the right of the previous menu. Move through the list and click on the Continuum option.

Step 4: Continuum Logon

An opening splash screen appears while the Continuum application launches, which may take a few moments. The splash screen is replaced with the Continuum Logon dialog box as shown below.

Do not confuse your Continuum user name and password with your Windows NT logon. They may be the same or could be two different logons. If you have questions about your logon, please ask your Continuum Administrator for assistance.

Enter your assigned User Name and press the Tab key to move to the password box.

Keyword Definition

U S E R : An individual or functional capacity (a group of people performing a specific function such as guard) provided access to the Continuum system. Each user is assigned a unique user name and password and granted access privileges by the Continuum Administrator. 2-5

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Chapter 2 - Starting Continuum


Step 5: Password Type in your Password and click on OK or press the Enter key to continue. (If you enter an incorrect password, the cursor remains in the password box awaiting re-entry).

Warning: Unlike the user name, the password is case sensitive. It must be entered in lower and/or uppercase based upon how the password was created. If you require a password change, ask your Continuum Administrator for assistance. Also notice when you type in your password, asterisks appear rather than the real characters. This is a security measure to protect your password.

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Chapter 2 - Starting Continuum

Continuum Menu Pages

Once you successfully logon to Continuum, a Home Menu Page appears. Menu pages represent the graphical interface with the Continuum application. Through clicking on buttons, images or icons displayed on Menu pages, you easily navigate from one system function to another (such as looking at schedules, creating personnel records, monitoring doors, and generating reports). Menu pages consist of five distinct areas: the title bar, menu area, alarm bar, status line, and Continuum icon.
Title Bar

Note
Important: Menu pages can be customized specific to site requirements and may vary from one installation to another. What you see in this manual may not match your Continuum menu pages, but the components and functionality operate the same way.

Menu Area

Alarm Bar Status Line Continuum Icon

Menu Page Components

The Title Bar, the row located at the top of the screen, shows the title for the current menu page. The Menu Area covers the entire region in between the title and alarm bars. In this area, buttons and images are presented for you to click on to perform tasks. The Alarm Bar is located below the menu area. When an alarm condition occurs, text describing the alarm appears in the white box. To respond to the alarm, you click on the appropriate icon in the bar for the action you wish to perform (i.e., silence, acknowledge, view report, etc.). The Status Line appears below the alarm bar. Information displayed on this line includes user name, current date and time, error messages, and prompts. Notice the line currently informs a user how to access Help by pressing the F1 key.

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Chapter 2 - Starting Continuum


The Continuum Icon is found in the bottom right corner of the screen on the task bar. System options are accessible through the pop-up menu associated with this icon (such as logging on and off Continuum).

Refer to Chapter 3, Menu Pages and the On-Line Help System, for more detailed information about the menu pages system.

Logoff Continuum

To Logoff Continuum, click on the Continuum Icon with the right mouse button. The pop-up menu shown below appears. Move the pointer to the Logoff option and click the left mouse button.

Logon through the Continuum Icon

When you logoff, the Continuum Icon changes displaying a red Not symbol laying on top of it. To log back on, right-click on the icon and choose the Logon option from the pop-up menu. Then, repeat the logon steps described earlier in this section.

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Continuum Operator

Chapter 3:
Menu Pages and On-Line Help

Operator Guide

Chapter 3 - Menu Pages and On-Line Help

Topics Presented in this Chapter

What is a Menu Page?


Overview Menu Page Components Changing Menu Pages Example of Access Restrictions

On-Line Help System


Three Ways to Access On-Line Help Main Help Window How Do I Topics Continuum Help Index Overview Topics Opening a Book Context Sensitive Help

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Chapter 3 - Menu Pages and On-Line Help

What is a Menu Page?


As introduced in the Starting Continuum chapter, Menu Pages are your primary interface with Continuum. Menu pages are customized graphic screens configured specifically for your control system. The screens contain active areas (buttons or images) that when clicked start other processes, navigate to other menu pages, or display other images. Continuum menu pages share the following features: Title Bar Menu Area Hot Spots Alarm Bar Status Bar Task Bar Continuum Icon
Title Bar

Note
Menu Pages are generally created and maintained by your Continuum Administrator. If you require modifications to your control system menu pages, refer to your Administrator or Specialist for assistance.

Hot Spots Menu Area

Alarm Bar Status Line Task Bar Continuum Icon

Menu Page Components

The Title Bar, the row located at the top of the screen, shows the title for the current menu page. The Menu Area covers the entire region in between the title and alarm bars. In this area, buttons and images are presented for you to click on to perform tasks. The Alarm Bar is located below the menu area. When an alarm condition occurs, text describing the alarm appears in the white box.

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Chapter 3 - Menu Pages and On-Line Help


To respond to the alarm, you click on the appropriate icon in the bar for the action you wish to perform (i.e., silence, acknowledge, view report, etc.). The Status Line appears below the alarm bar. Information displayed on this line includes user name, current date and time, error messages, and prompts. Notice the line currently informs a user how to access Help by pressing the F1 key. The Task Bar displays information about active tasks, minimized windows, whether you are logged on or off (the Continuum Icon), and the time.
Whenever the cursor traverses a hot spot, the cursor changes from an arrow to a hand . This lets you know an action will be performed if you click on the spot.

Hot Spots are areas of a menu page that when clicked on: Move you to another menu page Launch a Continuum application such as Schedules or ListViews Run a program Create new objects such as Personnel Hot spots may look like buttons clearly marked by text or icons, or they may simply be key objects, such as a door, a boiler, or a controller, that are part of the overall graphic.

Tip

Changing Menu Pages


Option One

The menu page system used throughout this manual is composed of buttons. The buttons are active hot spots linked to other menu pages or specific Continuum functions. Within our menu system, there are two ways to move easily between pages as described below. Click on a change page icon at the bottom of a menu page, such as the Home Page icon on the ListViews Page.

Note
The Change Page Icons do not appear on the Home Menu Page. Moving to a new menu page from the Home Page is accomplished by clicking on one of the menu page buttons.

Change Page Icons

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Chapter 3 - Menu Pages and On-Line Help


Option Two Right-click anywhere on a menu page that is not a hotspot. Select the Change Page option from the shortcut menu. From the secondary pop-up list, click on the title of the page you want to change to.

Example of Access Restrictions

From our Main Menu Page, clicking on the Continuum Tools button (or selecting page from the pop-up menu) takes you to the Tools menu page as shown below.

This page provides access to Continuum functions usually reserved for users with Administrator privileges. As an Operator, you may be able to move from one menu page to another, but not given access to restricted functions.

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Chapter 3 - Menu Pages and On-Line Help


If you are denied access to a particular function, a dialog box, similar to the one shown below, will be displayed.

Note

As you work in your Continuum environment, you may run into situations where you will be denied access to a particular function. If you encounter a function, which you think you should have access to, contact your Continuum Administrator and request your user privileges be modified to include the function.

Keyword Definitions

S E C U R I T Y L E V E L S : Varying levels of access privileges granted to users. The privileges allow or deny access to perform functions within Continuum. Security levels are configured by the Continuum Administrator. A C C E S S R E S T R I C T I O N S : If a user does not have privileges to perform functions within Continuum, menu options will be grayed out and not selectable. In some cases, you will be able to select an option only to be presented with the error message "You do not have sufficient access to do the requested operation."

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Chapter 3 - Menu Pages and On-Line Help

On-Line Help System


Within Continuum, an extensive on-line help system is readily accessible. As with most Windows applications, more than one method for launching the Help system is available. Three options for connecting to on-line help are described below.

Status Line Continuum Icon

Three Ways to Access On-Line Help

1. Click on the Help button

on any of the menu pages.

2. Press the F1 key as instructed in the Status Line. 3. Right-click on the Continuum Icon. From the pop-up menu, click on the How Do I option.

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Chapter 3 - Menu Pages and On-Line Help

Main Help Window

When you perform one of the three ways described previously, the main Help screen appears which contains three categories of on-line assistance. To choose any of these options, click on their button.

How Do I Topics

The How Do I option provides Continuum procedure overviews. To select any of these procedures, click on the underlined item.

Tip When first using your control system, you may find it extremely useful to consult this area of the help system. It describes how you perform specific functions and presents related concepts and terminology.

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Chapter 3 - Menu Pages and On-Line Help


Continuum Help Index The Continuum Help Index provides an alphabetical list of topics. To choose one of the topics, click on any of the underlined items and use the vertical scroll bar to review the entire list.

Overview Topics

The Overview Topics window presents Continuum topics for you to obtain a general understanding of the system.

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Chapter 3 - Menu Pages and On-Line Help


Opening a Book The overview topics are presented as books. To open a book, double-click on the topic and a list of associated chapters will be presented, as illustrated below. At this point, you would click on the chapter of interest.

Context Sensitive Help

While you work within Continuum, you are also provided context sensitive help accessible by pressing the F1 key. For the window below, a help box displays information for the InfinityInput Value field.

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Continuum Operator

Chapter 4:
Working with Schedules

Operator Guide

Chapter 4 Working with Schedules

Topics Presented in this Chapter

What are Schedules?


Overview Schedule Times Opening a Schedule Schedule Features Title Bar Calendar Colors Pull-Down Menus Quick Picks Toolbar Current Day Scroll Bar Standard Days Tab Calendar Views Yearly View Monthly View Weekly View Daily View Status View

Making Changes to the Schedule


Assigning Standard Days to the Calendar Editing Events for the Selected Day Adding a New Event to the Selected Day Editing a Standard Day Creating a New User-Defined Day

Saving Changes to the Schedule

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Chapter 4 Working with Schedules

What are Schedules?


Keyword
E v e n t : A change in the
value of an object (i.e., door, light, fan, elevator) or any of its attributes. Continuum automatically controls events based on the objects linked to schedules.

A schedule is a graphical calendar of events used to determine when: Equipment operates Processes occur Personnel have access to an area Doors are locked or unlocked Alarm conditions apply to devices such as motion sensors Schedules are configured by a Continuum Administrator to specify when events should occur within your system. The events are performed automatically by Continuum at the specified times.

Example of an Access Control Schedule

A Lobby Door schedule may be setup to specify the standard times when a facilitys lobby door should be under card access control (locked) or not under card access control (unlocked). If the standard unlocked hours were defined as Monday through Friday, 7:00 AM to 6:00 PM, the lobby door would be locked prior to 7:00 AM and after 6:00 PM, Monday through Friday. On weekends, the lobby door would be locked 24 hours a day. During locked hours, personnel would need to use card access to gain entry. An Air Conditioning schedule may be setup to specify the standard times when air conditioning processes should be started and stopped. This schedule may specify the standard times as 5:00 AM to 7:00 PM, Monday through Friday, for the months of June, July, and August. The tasks required to air condition the building would occur during the specified times and months and not occur at all other times. Schedules are based on two types of times: Occupiedwhen the building or area is occupied or should be occupied. Typically during occupied time, devices are turned on (e.g., fan) and doors unlocked. Unoccupiedwhen the building or area is not occupied or should not be occupied. Typically during unoccupied time, devices are turned off and doors are locked. The default names for these times are On (occupied time) and Off (unoccupied time). Your Continuum Administrator defines these names when configuring schedules and may rename them to better suit your application (for example, Unlocked and Locked or Open and Closed). As an Operator, you will be responsible for monitoring and modifying schedules. This chapter provides information about schedule functions and shows you how to use and make changes to schedules.

Example of an HVAC Control Schedule

Schedule Times

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Opening a Schedule

From the Home Menu Page, point and click on the Schedules button to access the Schedule Page (displayed below).

Schedule Features
Title Bar Pull-Down Menus Quick Picks Toolbar Calendar View Tabs

Upon opening a schedule, you are presented the current Year calendar with days highlighted in different colors depending on the attributes assigned to them.
Standard Days Tab

Current Day

Scroll Bar

Title Bar

The Title Bar displays the name and location of the schedule. Warning: Pay attention to whether an asterisk is displayed next to the name indicating the schedule is in edit-lock (you will not be able to save changes since the schedule is open elsewhere).

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Calendar Colors Default colors for five specific types of days are predefined as: Yellow for standard weekdays Aqua (cyan) for standard weekends Red for holidays Dark Blue for the selected day White for individually changed days The colors for standard weekdays, weekends, holidays, and userdefined days can be changed. Refer to the Changing Schedule Colors section later in this chapter for specific instructions.

Pull-Down Menus

Selecting functions from the pull-down menus (File, Edit, View, Assign, and Help) is one way for you to perform a variety of the schedule tasks described throughout this chapter. The File Menu provides filerelated functions (new, open, save, save as, restore, print, and file history). Also, the options for distributing events to the controller and exiting the schedule application are available through this pull-down menu.

The Edit Menu provides editing options such as undo, redo, cut, copy, paste, and delete. Also, from this menu you can navigate to a specific date and access the functions for editing the weekly and userdefined standard days.

The View Menu provides the options for selecting between the different calendar views (yearly, monthly, weekly, daily, and status). Also from here, you can select which standard days tab is currently displayed (weekly or userdefined). The Configuration option is reserved for users with Administrator privileges.

The Assign Menu provides the options for assigning events and holidays to the selected day. Continuum Operator 4-5

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Quick Picks Toolbar Clicking on the quick pick icons provides an easy way for you to: Create a new schedule (reserved for Administrators) Open another schedule Save the current schedule Print the schedule Cut the selected days events (same as delete) Copy events from one day to be pasted to another day Paste the copied events Delete the selected days events (same as cut) Access the on-line help system

Current Day

In the bottom left corner, the Current Day is displayed corresponding to your computers date. When a schedule first opens, the selected day is equal to the current day. The current day only appears in the Yearly and Monthly Views.

Scroll Bar

To the right of the date is a horizontal Scroll Bar, which is used to navigate forward and backward in time depending on the current calendar view. For the previously displayed Yearly schedule, clicking on the scroll bar will change the calendar to future or past years (depending on the direction you choose).

Standard Days Tab

Schedules contain a Standard Days area located on the right side of a calendar view. This area consists of two tabs: The Weekly tab manages the global settings for a standard Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, and Sunday. When you make changes to standard days, the changes take effect globally for all years within the schedule and affect all objects set by that schedule. For example, if you change the On time for Monday in the Weekly Standard day tab, all Mondays are updated with the new On time. The User Defined tab handles the assignment of holidays and other special days to a calendar. To switch between the two, just click on the desired tab or use the View pull-down menu. Refer to the Editing a Standard Day and Creating a New User-Defined Day sections later in this chapter for more information.

Warning: Only settings made to individual calendar days are unaffected when a Standard Weekly day is modified.

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Calendar Views
The On and Off times for the schedule are only visible from the Weekly and Daily views.

A schedule can be viewed by year, month, week, or day by clicking on the Calendar View Tabs. The present conditions and configuration attributes of the schedule are accessed through the Status tab. To move between calendar views, click on the desired tab (Yearly, Monthly, Weekly, Daily, or Status). You can also select the desired calendar from the View pull-down menu.

Tip

Yearly View

Refer back to the Schedule Features section for a picture of the Yearly View and discussion of its elements. To select a different day, point and click the left mouse button. To edit a days events, point and double click the left mouse button, which will open the Daily View for the selected day.

Monthly View

The month calendar for the selected day is displayed. The features of this view are the same as the Yearly view. To change the selected day, point and click the left mouse button. To edit a specific day, point and double click the left mouse button. The Daily view for the day will appear.

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Weekly View Based on the selected day, the corresponding weekly calendar will be displayed when you click on the Weekly View tab.
Left Scroll Arrow Time Interval Icon Right Scroll Arrow

Numeric Day Label Boxes Text Day Label Boxes

Timeline

Graphical Event Boxes

In this view, graphical boxes are displayed representing the block of time for events. The schedule above shows one event scheduled Monday through Friday from 8:00 AM to 6:00 PM. The Timeline on the left side of the window reflects a days 24-hour clock in hourly increments and shows events for the selected day in white. Clicking the left mouse button on the selected days event box displays the On/Off times for the event and outlines the event box (shown above), which allows you to drag the box. Clicking the right mouse button on the selected days event box displays the On/Off times for the event. Clicking the right mouse button on an event box not associated with the selected day displays the On/Off times of the event (does not select the event). Double clicking the left mouse button on the selected days event box opens the Edit Event window. Refer to the Editing Events for the Selected Day section for editing instructions using the Edit Event window and dragging an event box.

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Numeric and Text Day Label Boxes At the top of the view, the Numeric Day Label of the week is presented in the corresponding color for the category of the day (i.e., standard weekendaqua, standard weekdayyellow, holidayred, etc.). The selected day is shown in dark blue. Below the number boxes, Text Day Label boxes are displayed (Sunday through Saturday). Clicking the left mouse button on a Numeric or Text Day Label box changes the selected day to that day. Clicking the right mouse button on a Text Day Label box changes the selected day to that day (nothing happens when you right-click on a Numeric box). Double clicking the left mouse button on a Numeric or Text Day Label box opens the Daily View for the day.

Time Interval Icon

A new quick pick icon appears in this view. The Time Interval Icon is used to change the time increments for events. Refer to the Editing Events for the Selected Day section for the specific steps to change the time interval.

Scroll Arrows

Notice the scroll bar for this view is located at the top of the window. To move back to the previous week, you would click on the Left Scroll Arrow button. To move forward to the next week, you would click on the Right Scroll Arrow button.

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Daily View The Daily View presents a time-based calendar for the selected day shown in the time increments specified (the default is by hour). Events are highlighted in the days corresponding color (i.e., yellow, red, aqua, white, etc.).
Left Scroll Arrow Time Interval Icon Right Scroll Arrow

Time Boxes

Timeline

Event Start Indicator

Vertical Scroll Bar

Note Boxes (for the corresponding Time Box on the left)

Time and Note Boxes

The schedule above shows one event occurring from 8:00 AM to 6:00 PM, as indicated by the timeline on the left side of the window. Hourly Time and Note Boxes are listed starting at 12:00 AM. To indicate the Start of an Event, a small square is displayed in the note box to the right of the beginning time box (08:00 AM in this example). A Vertical Scroll Bar appears to the right of the note boxes. Use this scroll bar to move up and down through the time boxes from 12:00 AM to 11:59 PM. Clicking the left mouse button on a time box, which is part of an already defined event, opens the Edit Event window. Clicking the left mouse button on a time box, which is not part of an already defined event, opens the New Event window. Double clicking the left mouse button on the note box for the starting event time box puts a cursor in the box so you can add an event description. A thorough discussion of the editing and adding events functions for the selected day is covered later in this chapter.

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Time Interval Icon The Time Interval Icon is also available in the Daily view to change the time increments displayed for the time boxes. The default is by the hour. When the time intervals are changed, the time boxes automatically update to reflect the new increments (5, 10, 15, 30, or 60 minutes). Refer to the Editing Events for the Selected Day section for the specific steps to change the time interval.

Scroll Arrows

Similar to the Weekly View, a horizontal scroll bar for this view is located at the top of the window. To move back to the previous day, click on the Left Scroll Arrow button. To move forward to the next day, click on the Right Scroll Arrow button.

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Chapter 4 Working with Schedules Status View


The Status View is a read-only window showing the present conditions for the schedule. This view shows the current and next occupancy times, the present value, whether the schedule is enabled or disabled, and the object set by the schedule. The parameters configured for the schedule by your Continuum Administrator are reflected in this view.

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1

Making Changes to the Schedule


When making changes to the schedule, you will be responsible for assigning standard days (weekly or user-defined), editing and adding events to the selected day, editing the standard days, or creating a new user-defined day. The following sections provide step-by-step instructions for making these changes.

Assigning Standard Days to the Calendar


Steps for Assigning a Holiday to the Schedule

Schedules automatically default to the standard Weekly (Monday through Sunday) definitions configured by your Continuum Administrator. Unless set up by your Administrator, no holidays are automatically assigned to schedules by the Continuum application. As a Continuum Operator, one of the first tasks you may need to perform is to assign holidays to schedules. The steps to accomplish this are as follow: Step 1: In one of the calendar views, point and click the left mouse button on the day to be changed to a holiday. The color for the day changes to dark blue indicating it is the selected day. For example, the figure below shows November 25 as the selected day. This day will be changed to a holiday for Thanksgiving.
th

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Step 2: Click on the User-Defined Tab under the Standard Days area.

Step 3: Click on the Holiday button. The selected day is now designated as a holiday and the color for the day changes from dark blue to red.

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Steps for Assigning a Standard Weekday or Weekend Besides assigning holidays to your schedule, you may need to change a day to a standard weekday or weekend configuration. For th example, lets change November 25 back to a standard weekday from its holiday designation. Step 1: In one of the calendar views, point and click the left mouse button on the day to be changed to a standard weekday or weekend. The color for the day changes to dark blue indicating it is the selected day. Step 2: Click on the Weekly Tab under the Standard Days area.

Step 3: Click on the Thursday button. The selected day has now been changed back to a standard Thursday and the color for the day changes from red to yellow.

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Warning: When assigning standard weekly configurations, the selected day and the standard day must match (i.e., if the selected day is a Monday, click on the Monday button). Otherwise, the following error message displays:

Steps for Assigning a User-Defined Day to the Schedule

Another type of Standard Days assignment you can perform is applying User-Defined days to the schedule. The steps are similar to the assignments discussed previously. For example, lets change th November 29 to a user-defined day from a standard Monday. Step 1: In one of the calendar views, point and click the left mouse button on the day to be changed to a standard weekday or weekend. The color for the day changes to dark blue indicating it is the selected day. Step 2: Click on the User-Defined Tab under the Standard Days area.

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Step 3: Click on the Maintenance Day button. The selected day has now been changed to a maintenance day and the color for the day changes from yellow to white.

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Editing Events for the Selected Day

Events are the critical elements of schedules since they tell the system when processes should occur, such as the doors unlocking at 8:00 AM and locking at 6:00 PM. As an operator, you will be responsible for editing events. For example, you may be requested to extend the occupied hours for the next day since a CPR class will be conducted in the building after hours. A HVAC example would be extending the operating hours of the air conditioning system on a particularly hot day. Two methods for changing event times are available within Continuum based on which calendar view you are using (Weekly or Daily). To change an event time in the Weekly calendar view, you drag the event box for the selected day to the appropriate start and end times. In the Daily calendar view, you edit events by opening an Event dialog box and select the On and Off times through pull-down menus.

Steps for Editing an Event in the Weekly View

Step 1: Click on the Weekly calendar view tab. Step 2: Click on the Numeric or Text Day Label for the day with the event to be changed. Step 3: Click on the Event box to be changed. An outline will appear in the box indicating it has been selected and ready to be dragged. Also, the current On and Off times are displayed.

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Step 4: Click on either the top or bottom of the event box and while holding the mouse button down drag the event box up or down to the new time. The corresponding time is displayed as you drag the box. For example, the figure below shows the event box has been dragged down changing the Off time to 9:00 PM.

Notice the color of the day has changed to white (Numeric Day Label box) signifying the day is an individually edited day, now, rather than a standard Monday (yellow). Step 5: Click on the Save quick pick icon changes. to save the schedule

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Steps for Editing Events in the Daily View Changing an event time in the Daily View is accomplished through the Edit Event dialog box. The steps to be performed are as follow: Step 1: From one of the calendar views, select the day containing the event to be changed. Step 2: Click on the Daily calendar view tab. Step 3: Click on the beginning time box for the event (e.g., in the illustration below). Step 4: The dialog box opens for the event. From this window, you can change the On and Off times, add a text note to the event, delete the event, and perform editing functions (cut, copy, paste, and delete).

Step 5: Make the changes required as described below. On Time and Off Time: Click the down arrow button in each of these fields. From the pull-down menus, select the beginning and ending times for the event.
The On and Off Times for events can not overlap within the same day. This applies to days with more than one event.

The pull-down menus for the On and Off Times present choices based upon the current Time Interval setting (i.e., 5, 10, 15, 30, or 60 minutes). Refer to Changing Event Time Intervals later in this section for detailed information. Note: Click in the note box and enter the text for the note. The text you enter will appear on the message line in the Daily view next to the event start time.

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Delete this Event: Click this button to delete the event from the selected day. Cut Icon: Click this button to delete the event from the selected day (same as the Delete icon). Copy Icon: Click this button to copy the event parameters to be pasted to another day. Paste Icon: Click this button to paste event parameters into this event from the clipboard. Delete Icon: Click this button to delete the event from the selected day (same as the Cut icon). Step 6: Once you have made all of the changes required, click on the OK button to save the changes and return to the Daily view. For example, the figure below shows the Off Time for the event changed to 09:00 PM and a Note added to indicate why the time was changed.

Step 7: Click on the Save quick pick icon changes.

to save the schedule

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When the changes are saved by clicking on the OK button, the Daily view updates to reflect the edits and changes to individually edited day shown in white rather than the standard weekday color of yellow.

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Changing Event Time Intervals

As mentioned in previously, you may need to change the Time Interval prior to editing the On and Off times for events. The default time interval for schedules is 60 minutes. If you are changing an event time to a smaller increment than the hourly default, follow the steps below to change the Time Interval. Step 1: From either the Weekly or Daily calendar view, click on the Time Interval quick pick icon . Step 2: A Time Interval dialog box appears. A black dot is displayed in the radio button next to the currently selected interval time. Click on the radio button to the left of the new time interval you want to select.

Step 3: Click on the OK button to accept the changes and return to the calendar view. If you make the interval change with the Daily calendar view open, the time boxes for the day update to reflect the new time interval (as shown below). With the Weekly view, no visible changes appear in the window.

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A few special considerations related to Time Intervals are important to understand and are explained below. Notes When a time interval is changed, only increments smaller than the selected time interval are available for selection in subsequent time interval changes. This becomes a problem when you want to change the time interval to a greater increment, but an events on or off time is set to a time divisible by the currently selected increment. In this situation, you must first change the event time to a time divisible by the greater increment you want to select as the new time interval. For example, the display below shows the selected time interval at 15 minutes and the event start time at 6:45 AM. The larger time intervals of 30 and 60 minutes are grayed out (not selectable). If you wanted to change the time interval to 30 or 60 minutes, first you would need to change the events On time to a time divisible by 30 or 60. Then, you would perform the steps for selecting a new time interval.

Tip

In the Daily view, the On and Off pulldown menu choices correspond to the currently selected time interval (not down to five minute increments unless that is the current time interval).

Another item of interest pertaining to time intervals is the systems automatic update of the time interval when editing events in the Weekly view. When you drag an event box in the Weekly view, you can change the time to any time divisible by 5 minutes. Depending on the time you select, the Time Interval for the schedule will automatically update to correspond to the event times (like the figure above).

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Adding a New Event to the Selected Day

We just reviewed the steps related to editing events. Now we are going to explore the function of adding a new event to the selected day. The process is similar to the editing procedure and you may need to refer back to that section for some of the functions discussed below. Step 1: A new event can only be added to the selected day from the Daily view. From the Yearly, Monthly, or Weekly calendar views, double-click on the day for the event to be added to which will open the Daily view for the selected day. Step 2: Click on the time box for the starting time of the new event. Important Note: The time must not already be a part of another event since event times can not overlap within a day. Step 3: The Add Event dialog box opens. Select the On and Off times for the event and enter an optional note. Refer back to Step 5 under Steps for Editing Events in the Daily View for specific instructions related to these functions. Refer to the Changing Event Time Intervals section if you need to update the time interval prior to setting the On and Off times. Step 4: Click on the OK button to save the new event and return to the Daily view.

Step 5: Click on the Save quick pick icon changes.

to save the schedule

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Editing a Standard Day


Steps for Editing a Standard Weekly Day

Another task you may be required to perform is editing a standard day configuration. With Standard Days, you can change the color, name, and events for Weekly and User-Define days. The steps to change a standard Weekly day are presented first. Step 1: From one of the calendar views, click on the Weekly tab under the Standard Days area. Step 2: Right-click on the button for the day of the week to be edited (Monday through Sunday). Step 3: A pop-up menu displays as shown below. Select the option to Edit the day.

Step 4: The Edit Standard Day window opens as shown below.

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Step 5: In this window, you can change event information, button colors, and the time interval. Make the required changes for the event information and time intervals based on the instructions provided earlier in this chapter (see Steps for Editing Events in the Daily View and Changing Event Time Intervals). Step 6: Changing the color for the standard day is a function we have not yet discussed. As shown in the previous figure, the color for the button background and button text can be changed using the three color bars (Red, Green, and Blue). Click on the radio button to the left of the item you want to change the color of (background or text).
Tip
Heres a list of the red, green, and blue values for commonly used colors: Black = Red 0, Green 0, Blue 0 White = Red 255, Green 255, Blue 255 Yellow = Red 255, Green 255, Blue 0 Red = Red 255, Green 0, Blue 0 Green = Red 0, Green 255, Blue 0 Blue = Red 0, Green 0, Blue 255 Cyan = Red 0, Green 255, Blue 255 Dark Blue = Red 0, Green 0, Blue 128

Step 7: The three colors have individual vertical scroll bars with bottom values equal to 0 and top values of 255. Use the left mouse button to move the sliders on each scroll bar to the desired value. (Or, type in the numeric values at the bottom of the scroll bars.) A preview of the new color appears in the Appearance area to the right of the color bars. For example, the figure below shows the settings for the button background color changed to purple and the button text changed to white.

Step 8: Click on the OK button to save the changes to the standard Weekly day and return to the calendar view. Step 9: Click on the Save quick pick icon changes. to save the schedule

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Steps for Editing a UserDefined Day The procedure for editing a User-Defined day is similar to the one performed for a standard Weekly day. Step 1: From one of the calendar views, click on the User-Defined tab under the Standard Days area. Step 2: Right-click on the button for the day to be edited. Step 3: A pop-up menu appears. Select the option to Edit the day Step 4: The Edit Standard Day window opens. For a user-defined day, you may want to change the name for the day from its current setting. If so, click in the Edit Name box and enter a new name. Step 5: Make the required changes for the event information and time intervals based on the instructions provided earlier in this chapter (see Steps for Editing Events in the Daily View and Changing Event Time Intervals). Step 6: Change the colors for the button background and button text per the instructions presented in the previous section. An example of an edited user-defined day is shown below.

Step 7: Click on the OK button to save the changes to the userdefined day and return to the calendar view. Step 8: Click on the Save quick pick icon changes. to save the schedule

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Creating a New UserDefined Day

Along with editing user-defined days, you will probably be responsible for creating new user-defined days. The steps for accomplishing this task are presented below. Step 1: Click on the Edit item on the menu bar at the top of the window. Step 2: From the pull-down menu, move the pointer onto the UserDefined Standard Days option. Step 3: A submenu appears to the right. Move the pointer onto the Create a User-Defined Standard Day and let go of the mouse button to select this option.

Step 4: The Edit Standard Day window opens. You will need to change the name for the day from its default setting (New Standard Day). Click in the Edit Name box and enter a new name. Step 5: Make the required changes for the event information and time intervals based on the instructions provided earlier in this chapter (see Steps for Editing Events in the Daily View and Changing Event Time Intervals). Step 6: Change the colors for the button background and button text per the instructions presented in the previous section.

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An example of a new user-defined day is shown below.

Step 7: If you know what days you want to designate as this new user-defined day, you may want to click on the Assign Dates button. Step 7a: A current year calendar opens. Point and click on all the days which should be assigned these settings. For example, the figure below shows our Inventory Day being assigned to a day at the end of each quarter.

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Step 7b:Click on the OK button to save the assigned dates. Step 8: Click on the OK button to save the settings for the new userdefined day and return to the calendar view. The UserDefined tab updates to include a button for the created day (as shown below).

Step 9: Click on the Save quick pick icon changes.

to save the schedule

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Saving Changes and Downloading Events to Controllers

After making changes to your schedule, two important steps must be performedsave the changes and download the changes to controllers. These functions are discussed below. To save changes, just click on the Save quick pick icon To download the event information, follow these steps: Step 1: Click on the File item in the menu bar at the top of the window. Step 2: From the pull-down menu, move the pointer to the Download Events to Controller option (as shown) and let go of the mouse button. .

Step 3: The information will be downloaded. A progress window may appear showing the status of the download and any errors encountered.

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Using ListViews

Operator Guide

Chapter 5 Using ListViews

Topics Presented in this Chapter

What are ListViews? Opening a ListView from the Menu Page ListView Features
Title Bar Pull-Down Menus Quick Picks Toolbar Objects and Attributes Scroll Bars Total Objects Retrieved

Working with ListViews


Highlighted Objects All Listviews Listview Prompted ListViews

Editing an Object from the ListView Window Refreshing the ListView Printing ListViews
Table Format HTML Report Changing Print Settings Page Setup Print Setup Header/Footer Option

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O b j e c t : An element
within the Continuum environment representing physical and software items. Physical objects include controllers, I/O modules, and workstations.

What are ListViews?


ListViews are tabular lists of one or more objects from a single class such as inputs (sensors) or personnel records. ListViews are dynamically updating windows of live object values and information retrieved from the Continuum database. ListViews may be your primary interface to your control system objects. Through ListViews, you can make changes to objects, generate reports, and monitor system log information. Your Continuum Administrator configures class default listviews and other listviews that contain frequently accessed or monitored information. Examples of typical listviews include: Access Control ListViews
All Personnel All Doors All Motion Detectors Visitors with Cards All Personnel with Disabled Cards

C l a s s : Objects are grouped into classes based on similar attributes. Typical classes include doors, personnel records, inputs, outputs, schedules, and graphics. Attributes: A
property or characteristic of an object. For example, personnel attributes include name, department, and card number.

HVAC ListViews
All Temperature Inputs All Relative Humidity Points All Disabled Inputs All Disabled Outputs Comm. Status of Controllers

Opening a ListView from the Menu Page

From the Home Menu Page, point and click on the ListViews button to retrieve the ListViews Page (displayed below). The listviews, which have been configured for our system, are listed on the buttons. Click on one of the buttons to open the listview.

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ListView Features
Title Bar Pull-Down Menus Quick Picks Toolbar

All ListViews consist of seven basic elements as shown below and described following the figure.

Attributes

Vertical Scroll Bar Objects

Total Objects Retrieved

Title Bar

The Title Bar displays the listview name which describes the contents of the list (i.e., All Inputs).

Pull-Down Menus

Selecting options from the pull-down menus is one way for you to perform the listview functions discussed throughout this chapter. The Object Menu provides options related to printing, deleting all objects from the list, and closing the listview window. As an Operator, you may not be granted sufficient privileges to perform the Delete All function. Default settings for printing listviews are automatically configured. If you wish to modify the defaults, refer to the Changing Print Settings section later in this chapter.

The Edit menu provides options for copying selected objects, selecting all objects in the list, and setting the attributes for a selected object. 5-4 Continuum Operator

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The View menu provides options for displaying the Toolbar and Status Bar, refreshing the listview or object information, generating a HTML report (if one is configured for the listview), and editing the configuration parameters for the listview (if you have been granted editing privileges).

Quick Picks Toolbar

Clicking on the quick pick icons provides an easy way for you to: Print the listview to the Windows NT default printer Copy the selected object(s) Refresh the list with current values Refresh the listview object Generate and display a HTML report Edit the listview configuration Access the on-line Help system

Objects and Attributes

A ListView consists of rows and columns of information pertaining to the items in the list. The rows contain the Objects in your control system that match the listview criteria. Columns contain descriptive information and values for the associated object (referred to as Attributes). Attribute data is specific to a listview. Thus, the contents of columns change from one listview to another.

Scroll Bars

Horizontal and vertical scroll bars may be presented when you open a listview. If the list contains many rows and columns of information which does not all fit in the window, then you will use the scroll bars to view the additional information.

Total Objects Retrieved

A box appears in the lower right corner of the listview indicating the total number of objects contained in the list. When a listview first opens, the message Building List, please wait appears in this area. Warning: If the listview contains many objects, it may take awhile before the list is compiled and the data is displayed. Be patient. Dont click on the listview button repeatedly since a listview for every click will be loaded.

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Working with ListViews

ListViews help you to look at objects in your system based upon specified criteria (typically configured by a Continuum Administrator). The previous figure illustrated a listview for All Inputs. This listview contains All Personnel records in our access control system arranged alphabetically by last name.

Highlighted Objects

Some listviews use colors to visually draw your attention to objects that may require evaluation. For example, the All Temperature Inputs listview (shown below) has two objects highlighted in yellow. They are highlighted because their values are less than zero indicating a problem may exist with the temperature sensors.

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All Listviews ListView Another listview, which may be available in your system, is the All Listviews listview. This listview shows you the names of all the listviews in your system. From this window, you can double-click on a listview to open it. For example, the All Listviews shown below contains 60 objects arranged in alphabetical order. If you wanted to open the Alarms Last 1 Hour listview, you would point and double-click on its name.

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Prompted ListViews The ListViews we have looked at so far retrieve objects based upon the requirements specified in the listview configuration (as defined by your Continuum Administrator). Some listviews, however, prompt a user to enter search criteria before compiling the listview. Prompted listviews are frequently used in Access Control environments to allow Operators to search for personnel by last name, department, card number, etc. When you retrieve one of these types of listviews, a dialog box first appears prompting you to enter your search criteria. For example, the following figure shows the prompt when searching personnel by last name:

Keyword
Wildcard: A
placeholder for other characters when you are specifying a value and only know part of what you are looking for or want to find more than one value that may match a certain pattern.

When you search, the prompt box always contains an asterisk (*) character. The asterisk is known as a wildcard and is used to simplify the search process. An asterisk matches any number of characters. It can be used as the first or last character in the search string. The best way to describe the use of a wildcard is through examples, as provided below. If you searched for last names and only entered the asterisk in the prompt box, all the personnel records in your database would be retrieved. If you wanted to retrieve all personnel whose last names begin with the letter S, you would enter S* in the box. If you wanted to retrieve all personnel whose last names end with the letters LY, you would enter *LY in the box.

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Editing an Object from the ListView Window


Description of the pop-up menu options: Open displays the Editor window for the selected item allowing you to view the item properties. Edit displays the Editor window for the selected item allowing you to change the item properties. Enable and Disable change the current state of the selected item. When enabled, an input is automatically updated by the system and reflects the current value of the attached object. For an output or numeric, enabled allows programs to control it. View provides the ability to retrieve the History or Graph for the item. Send To is used to send the selected items information to the controller, a text file, or printer. Delete provides to option to delete the selected items record from the database. This option should be used with extreme care since there is no method for restoring information that has been deleted. Rename allows you to change the alias name of the selected item. Properties opens a tabbed window displaying system information for the selected item. As an Operator, you will probably not have sufficient privileges to access the Delete, Rename, and Properties window; these are usually reserved for users with Administrator privileges. Also, you may not be able to Edit the item.

From a listview, you can edit an object. Three methods for changing an object exist within listviews: Double-click on the object name to open the Object Editor window for the item. Right-click on the object name to retrieve a pop-up menu (shown below). Select the Edit option which opens the Object Editor window where you can make the required changes.

For some of object attributes (column information), you can make the change directly within the listview window. Double-click on the attribute to change and a cursor will appear in the box where the pointer was located (if it can modified in this manner). Enter the new value and press the ENTER key to make the change. For example, the figure below shows the cursor at the end of the Disabled State for the RoomTemp18 object (row 5). If you wanted to change the State to Enabled, you would use the BACKSPACE key to erase the current value, type in ENABLED and press the ENTER key.

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Refreshing the ListView

While reviewing listview information, you will need to refresh the list, from time to time, to retrieve the most current database information and update the display to reflect any changes you may have made to objects. Two quick pick icons are available to perform refresh functions: Refresh List: Click on this quick pick icon to update the listview when no changes have been made to any of the listview objects or attributes. Refresh List View Object: Click on this quick pick icon to update the listview when you have made changes to an object or attributes.

Printing ListViews
Table Format

Printing listviews is a very simple function and Continuum provides two report formatsTable or HTML. Clicking on the Print quick pick icon sends a report to the locally connected printer (the Windows NT default). The report uses default settings to print a report in a Table format similar to the listview display. You can modify the printed report settings through the Page Setup, Print Setup, and Header/Footer options from the Object pull-down menu. Refer to the next section, Changing Print Settings, for detailed information.

HTML Report

Clicking on the View Report quick pick icon generates a HTML report which is displayed on your screen through a web browser. From your web browser, you can print the HTML report, send it someone using email, change the format, and save it to a file. An example of a HTML report appears on the following page. Refer to you web browser documentation for specific information on the available functions and capabilities of the application. Two important items of note regarding HTML reports are: The HTML report is only a valid option if your Continuum Administrator has associated a HTML template with the listview. Otherwise, when you click on the icon, a dialog box will appear with the message Nothing to do. HTML template file not defined. HTML reports contain information captured from the listview at the moment when you click on the icon. The values do not continue to update in the HTML report. If you want to retrieve a new set of values, you must return to the Continuum listview and generate another HTML report.

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Example of a HTML Report generated from a Disabled Inputs Listview (displayed through Microsoft Internet Explorer):

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Changing Print Settings As mentioned, three print format options are available through the Object pull-down menuPage Setup, Print Setup, and Header/Footer. Each option is described below.

Page Setup

The Page Setup option is used to modify the page format defaults such as margins. When you select this option, the following dialog box appears:

Most of the items allow you to select or deselect the formatting option such as whether the headers for rows and columns will be printed on every page. To change the current setting, click on the radio button or box to the left of the item. To change the margin settings, click in the box and type in the new value in inches. The Preview area shows an example of how the report will look when it is printed with the current settings.

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Print Setup The Print Setup option allows you to make changes to your printer settings. When you select this option, a dialog box similar to the one below appears:

The Print Setup dialog box lets you modify the properties of the default printer or select a different printer if more than one printer is available. Also, you can set the orientation of the printed report and the type of paper the report is being printed to.

Since the Print Setup dialog box is a Windows NT function, refer to your Windows NT and printer documentation for more information about changing these parameters.

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Header/Footer Option With the Header/Footer option, you can specify items to be printed on the top and bottom of every page of the report. For example, you could specify a report title to be printed as the header and the page number and date to be printed as the footer. When you select the Header/Footer option, the following dialog box appears:

The Distance to Frame, Page Numbering, and Font options apply to both the Header and Footer. Note
For the Header and Footer, the following codes are available for the easy insertion of page numbers, date, and total number of pages. $P: Inserts the page number $N: Inserts the total number of pages $D: Inserts the date You can use these codes along with text to customize your printed report.

In the tabular area with the three alignment columns, you enter the text to be printed as the header or footer. Enter the text you want printed in the Header in the left aligned, centered, and/or right aligned boxes based on where you want the text to appear. If you have more than one row of header information, move to the next row and enter the text in the appropriate left, centered, and/or right aligned column.

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To enter the Footer information, click on the Footer tab and then enter the text in the left aligned, centered, and/or right aligned boxes based on where you want the text to appear. If you have more than one row of footer information, move to the next row and enter the text in the appropriate left, centered, and/or right aligned column. To change the Font, click on the Font button. A dialog box similar to the one shown below displays.

Make your font choices from the items listed which correspond to your selected printers capabilities. When you have made the required changes, click on the OK button to return to the Header/Footer previous dialog box.

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Chapter 6:
Using Groups

Operator Guide

Chapter 6 Using Groups

Topics Presented in this Chapter

What are Groups?


Overview Opening a Group View from the Menu Page Member List Title Bar Pull-Down Menus Quick Picks Toolbar Objects and Attributes Select/Deselect Boxes Scroll Bars

Working with an Object in the Member List Editing an Object Viewing the Group History
Editing the Range Parameters Changing the Start or End Date Changing the Start or End Time Changing the Time Between Rows Changing the Log Type NOW Button OK Button History View Features Fill Options No Fill Repeat Fill Slope Fill Dim Fill

Viewing the History for a Single Object


Select/Deselect Boxes Option View>History Option from Pop-Up Menu

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What are Groups?


Groups are collections of objects put together in a convenient way to organize and view information that is somehow related, as defined by your specific needs. For example, you may want to group all of your fan points in a building or create a group which contains all of the points of VAV box controllers associated with an air handler unit controller. Although ListViews also provide a way for you to view information about points, ListViews are limited to points within one object class. Members of a group can come from different object classes such as inputs, outputs, numerics, etc. When viewing information about groups, you are presented the current values associated with the points in a group, as well as historical information. To collect historical data, automatic logs need to be configured for the points (configured by your Continuum Administrator). The history and graphical views provide valuable information about group member activities over a specified time period which can be easily printed or saved to a file for management reporting.

Note
Groups only apply to HVAC functions. If you are an Access Control Operator, you may want to skip this chapter.

Opening a Group View from the Menu Page

From the Home Menu Page, point and click on the Groups button to access the Group Page (displayed below). The groups, which have been created, are listed on buttons for you to choose from. Click on one of the buttons to open the group.

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Member List

When a Group View opens, the Log Viewer application displays the Group Member List. The Member List shows the objects associated with the group and their current values and settings. This figure shows the Member List for the VAV10 Group. Member List features are discussed below.

Title Bar Pull-Down Menus Quick Picks Toolbar Attributes

Objects

Select/Deselect Boxes

Title Bar

The Title Bar lists the Group name and indicates what view is currently displayed.

Pull-Down Menus

Selecting options from the pull-down menus is one way for you to perform the group functions discussed throughout this chapter. The Object Menu provides administrative options to edit the parent object for the group and to save the group.

The View Menu provides the options for selecting between the member list, history, or graph views. Also, you can select or deselect the toolbar and status bar from being displayed. If one of the objects in the Member List is selected, then the option Member Properties is also available from this menu.

The Window Menu provides options for managing open windows. From this menu, you can choose between the arrangement options (Cascade, Tile, Arrange Icons) and see a list of currently open windows which you can choose from. 6-4 Continuum Operator

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Quick Picks Toolbar Clicking on the quick pick icons provides an easy way for you to: Edit the parent object for the Group or selected member list object Save the changes to the Group Print the Member List View the Member List View History information for the Group [or selected Member List object(s)] View Graph of History information (not yet implemented as of Continuum version 1.2) Access the on-line Help system

Objects and Attributes

A Member List consists of rows and columns of information pertaining to the items in the Group. The rows list the Objects contained in the group. The columns list Attribute information for each of the objects.

Select/Deselect Boxes

Boxes with or without check marks in them are displayed to the left of each object. These boxes are referred to as the Select/Deselect Boxes. They are used to indicate whether an object in the group should be included when History and Graph functions are performed.

Scroll Bars

The figure on the previous page does not include horizontal or vertical scroll bars, but you may encounter Groups which contain a lot of objects and attributes that require the use of scroll bars to view all of the information.

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Working with an Object in the Member List

From the Member List, you can perform functions associated with the objects in the group. When you right-click on the name of an object, a pop-up menu appears as shown below.

As you can see, a variety of options is available for you to perform as described below.
The Open and Edit options can be a bit confusing. Depending on the Continuum application you are running (schedules, listviews, groups, graphics, etc.), they may perform different or the same function. In some cases, choosing Open allows you to only view the object. Other times, you can use Open and be allowed to Edit the object.

Open and Edit both launch the Editor application for the selected object. The Edit option is the recommended function to use. Enable and Disable make it easy for you to, in effect, turn on or turn off the object. View provides the option to retrieve the History or Graph for the selected object. Send To allows you to send the object information to the controller, a database, a text file, or the printer. Delete removes the selected object from the Group. Rename allows you to change the name and alias for the object.

Tip

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The Page Setup and Print Selected options require a default printer to be configured within Windows NT. Ask your Continuum Administrator for assistance if a printer is not already defined. This also applies to the quick pick Print icon.

Page Setup provides you access to the settings for how group information prints. Print Selected sends the information for the object to the printer. Remove Members performs the same function as Delete removing the object from the group. Member Properties opens a dialog box allowing you to change settings for how data for the object will be displayed in a Graph view. Specifically, you will be able to change top and bottom range values and the steps between the range. The units and format for the object are also displayed in the dialog box. Note: The Graphing function for group information is not yet implemented as of Continuum version 1.2. Properties provides descriptive information about the object such as name, alias, device, current status, and history.

Note

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Editing an Object

If you are using the Group function to monitor the activity of objects, at times you may want to edit the object in response to a problem situation. The Member List shown previously contains the InfinityInput object SpaceTemp with a value of 327.7. This value does not look like an accurate reading for the temperature sensor (lets hope something is wrong or the room is extremely cold). Right-clicking on the SpaceTemp object and selecting the Edit option opens the Object Editor window.

In this case, you would probably want to Disable the point and change the value to an approximate real value. Disabling an input point stops the automatic update of the value until it is Enabled again. (Disabling an output point stops programs from controlling the value). Once you have made the necessary changes, click on the OK button to return to the Member List. In order to update the display to reflect the changes, you will need to close the window and re-open the Group by clicking on its button on the Menu Page.

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Viewing the Group History

The History function displays tabular list of all the points in the group and the values logged for them over a specified time period. These values are displayed in table format. The data presented in the History View is retrieved from the information recorded via the automatic logs configured for the objects (as configured by your Continuum Administrator). If a point does not have an automatic log defined, no values will appear in the History View. To generate a History view, click on the quick pick icon from the Member List display. A Range dialog box appears allowing you to specify the dates, times, and value intervals for the history view.

Editing the Range Parameters

Based on the parameters configured through the Edit Parent Object function, defaults for the Range will be automatically selected. In the figure above, The Start and End Dates reflect the default of the current day. The Start and End Times reflect the default of one hour from the present time. The Time Between Rows reflects that the object values will be displayed every one minute. The Log Type indicates the values will be retrieved from a CX Log.

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Changing the Start or End Date To change the Start or End Date, click on the down arrow next to the current value to select new dates from the pull-down menu. You can also type in a new value by clicking on the field and entering a new value (make sure to enter it in the same format mm/dd/yyyy).

Changing the Start or End Time

To change the Start or End Times, click on the up or down arrows next to the current value to increase or decrease the current time. You can also type in a new value in each field by clicking on the time element (i.e., hour, minute, second) and entering a new value. Use the TAB key to move between the time elements.

Changing the Time Between Rows

To change the Time Between Rows, click in the appropriate field (hours, minutes, or seconds) and enter the new value. You can enter values in each field to attain the time interval you desire.

Changing the Log Type

If both log types have been configured for the group, then you can choose between the CX or the Extended Log (not an implemented feature as of Continuum version 1.2). Click on the radio button to the left of the desired log type.

NOW Button

You can use the NOW button at the bottom of the window to set the End Date and End Time to the current date and time.

OK Button

When you have made all the necessary Range changes, click on the OK button to proceed to the History View based upon your settings.

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History View Features

The History View below shows the values logged for the VAV10 Group on 11/4/99 from 10:50:00 AM to 11:00:00 AM. The list descends backwards in increments of 30 seconds (the time between rows setting).

Note
In a History View, the rows correspond to the time intervals for the values. The columns display the members of the Group and their values.

Fill Options (New Quick Pick Icons)

Three new quick pick icons are available in the History View. They provide the following Fill options for the values. The No Fill option only displays the logged values (as shown in the figure above). The Repeat Fill option repeats the most recent logged value between time increments. The Slope Fill option displays gradations of sloping values calculated between the time increments. The Dim Fill option is a toggle button controlling the appearance of the Fill values. When it is in the Dim mode, the values appear in gray. In the non-Dim mode, they appear in black.

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Repeat and Dim Fill An example of a history view with the Repeat and Dim Fill options selected is shown below. Notice some values appear in gray since they are the repeated values shown in Dim mode.

Tip

Remember to click on the Print quick pick icon when you have a history view you want to capture to paper. You may need a printout to assist a Technician with troubleshooting a problem or to fine tune the performance of a particular point.

Slope Fill without Dim Fill

The figure below shows an example of the Slope Fill option without the Dim option selected. Notice the values are now calculated between the actual logged values rather than repeated (compare the difference between these two figures).

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Viewing the History for a Single Object


Select/Deselect Boxes Option

In the previous examples, we looked at the History View for the entire VAV10 Group. Sometimes you may only want to look at the history for a particular object or objects. Two options for accomplishing this exist and both are performed from the Member List. The first option uses the Select/Deselect Boxes to indicate which object(s) to include in the History View. Click on all of the boxes for the objects not to be included in the list (the check marks will be removed). Then, click on the View History icon. For example, if we only wanted to retrieve the history information for the SpaceTemp object in the VAV10 Group, then the Member List would look like this:

View > History Option from Pop-Up Menu

The other option involves you selecting the object (click on item) and then right-clicking on the object name to retrieve the pop-up menu. From the menu, select the View > History option as shown below.

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When you have performed either option, the Range dialog box opens allowing you to specify the time period and time increments. Make any required changes and click on the OK button to retrieve the History view. The list for the object(s) will be displayed based upon your range settings (similar to the list below).

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Chapter 7:
Responding to Alarms

Operator Guide

Chapter 7 Responding to Alarms

Topics Presented in this Chapter

Continuum Alarm System Alarm Bar Responding to an Alarm Active Alarm View
Title Bar Menu Bar Functions Quick Pick Icons Active Alarms and Alarm Details Scroll Bars Acknowledge and Silence Buttons

Alarm Details View


Opening the Details View Field Descriptions

Working in the Active Alarm View


Resizing Columns Removing/Adding Columns from the View Entering Operator Text and User Actions Changing the Sort Order

Reviewing Alarm History Information

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Continuum Alarm System


One of the most important tasks an Operator performs is monitoring and responding to alarms. An alarm condition occurs when the value of an object, or one of its attributes, changes to a state outside of defined normal operating conditions or a specified range. For example, an alarm can be triggered when a forced entry through a door is detected. Or, when a door has been forced open or left ajar. In a HVAC system, a temperature sensor can trigger an alarm when the temperature gets too hot or too cold. Alarms are displayed to the workstation through the Alarm Bar and the Active Alarm View. Details of these two alarm modes are discussed in the following sections.

Note
The normal operating and alarm conditions for system objects are configured by your Continuum Administrator.

Alarm Bar

The Alarm Bar, located at the bottom of menu pages, displays the most recent active alarm. Five icons for quick response to an alarm condition appear on the alarm bar. This figure shows the position of the alarm bar on a menu page. Alarm Bar features are described on the next page.

Alarm Bar

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Quick Pick Icons Alarm Message Area

Active Alarm View Icon

Quick Pick and Active Alarm View Icons

Clicking on the alarm bar icons provides an easy way for you to: Acknowledge the alarm. Clicking on the Acknowledge icon indicates you are aware of the currently active alarm, which is displayed in the alarm message area. View an associated Graphic for the currently active alarm (if one has been configured). Run an associated Program for the currently active alarm (if one has been configured). Silence (mute) the audio alarm which may be playing to alert you of the currently active alarm. Launch the Active Alarm View application which monitors all of the active alarms.

Responding to an Alarm

Responding swiftly to an alarm and providing useful information about the alarm situation is often vital to building safety. As an Operator, you will perform a series of actions to respond to alarms. The recommended three-stage process is: Step 1: Step 2: Silence the alarm. Do something about it and enter information into the system describing what actions are being taken. Acknowledge the alarm.

Step 3:

Investigating the cause of the alarm, taking the appropriate actions to address the situation that caused the alarm condition, and recording the actions taken (step 2) is the most important function to be performed.

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Active Alarm View

The Active Alarm View lists the active alarms in chronological order with the most recent alarm presented first. Each row displays information related to a particular alarm condition. Alarm information can be displayed in a variety of colors depending on how your control system is configured. Typically, the Active Alarm View will be configured to pop up automatically when an alarm occurs.

Title Bar Menu Bar Quick Pick Icons

Alarm Details

Acknowledge Button

Active Alarms

Silence Button

Scroll Bar

Title Bar

The Title Bar shows that the Active Alarm View is currently displayed.

Menu Bar Functions

Selecting options from the menu bar is one way for you to perform the alarm functions discussed throughout this chapter. Seven items are available from the menu bar. The Object, View, and Acknowledge items have associated pull-down menus which are presented following a brief description of the other menu bar items. The Mute! option silences an audio alarm. The Graphic! option generates an associated graphic for the selected alarm (if one has been configured). The Program! option runs an associated program for the selected alarm (if one has been configured). The Help option provides access to the on-line help system.

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The Object Menu provides options to perform print functions and exit the Active Alarm View.

Note
Your system may automatically open the Active Alarm View when an alarm condition occurs, if it has been configured to function in this way. Or, the Active Alarm View window may always be open and on top of other Continuum windows (View > Always on Top option).

The View Menu provides the option to display or not display the Toolbar and Status Bar. The Sort option allows you to rearrange the alarm list. The Freeze option stops the automatic update of the window. Always on Top keeps the Active Alarm View window open (on top) of other Continuum windows. And, Add/Remove Columns allows you to select what alarm information is displayed. (The Select Range option has not been implemented as of Continuum version 1.2).

The Acknowledge Menu provides the three acknowledgement optionsacknowledge the selected alarm(s), acknowledge all alarms, or acknowledge a range (not yet implemented as of Continuum version 1.2).

Quick Pick Icons

Clicking on the quick pick icons provides an easy way for you to: Print the Active Alarm View (not yet implemented as of Continuum version 1.2). View an associated Graphic for the selected alarm (if one has been configured). Run an associated Program for the selected alarm (if one has been configured). Acknowledge All of the alarms in the Active Alarm View that have not already been acknowledged. Acknowledge Selected alarms. Acknowledge a Range of alarms (not yet implemented as of Continuum version 1.2).

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Toggle to the Active Alarm View live modenew and updated alarm information is automatically added to the current view. Toggle to the Active Alarm View freeze modeno new or updated alarm information is added to the current view. Silence (mute) the audio alarm which may be playing in association with the selected alarm. Access the on-line Help system.

Active Alarms and Alarm Details

Alarms appear on the rows in the window, as they occur. The most recent alarm appears in the first row at the top of the list. When a new alarm occurs, the alarm list scrolls down do make room for the new alarm. The columns contain alarm detail information. Some of the columns are editable such as User Action and Operator Text.

Scroll Bars

Horizontal and vertical scroll bars may be presented when working with the Active Alarm View. If the list contains many rows and columns of information, which does not all fit in the window, then you will use the scroll bars to view the additional alarm information.

Acknowledge and Silence Buttons

To the left of each alarm, Acknowledge and Silence buttons exist making it easy for you to quickly acknowledge and/or silence the alarm. When you Acknowledge an alarm, the system records your user name and the date and time of the acknowledgement. The Active Alarm View automatically updates to reflect the acknowledgement information letting other system users know you have seen the alarm and are taking the appropriate steps to address the problem. Silencing an audible alarm is considered a soft acknowledgement action because the system reflects you are aware of the alarm (since you silenced it) and records your user name and the date and time of the silencing. When either of these actions are performed, their associated icon changes appearance. For example, in the previous list, alarms that have been acknowledged show a check mark next to the text ACK (now shown in red). The silence icon reflects a black X behind the speaker picture.

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Alarm Details View

Viewing and modifying the alarm information can be accomplished through the Active Alarm View (described after this section) or you can retrieve an Alarm Details View. The Details View conveniently displays all of the alarm information in one window. Working in the Details View makes it easier to read the alarm information and enter Operator Text and User Actions. To open the Details View, double-click on an alarm.

Opening the Details View

Field Descriptions

Each of the alarm detail fields are described below: The Date and Time fields indicate when the alarm occurred. The Name field reflects the object or point associated with the alarm. Value shows the value of the point or object when the alarm was triggered. The To State field indicates whether the alarm in is an Alarm, Returned to Normal, or Fault state.

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Priority relates to the criticality of the alarm (configured by your Continuum Administrator). Message displays a text string describing the alarm condition. Acknowledged By displays the user name of the person who acknowledged the alarm (if it has been acknowledged). Date/Time of Acknowledgement indicates when the acknowledgement action was performed. Silenced By displays the user name of the person who silenced the alarm (if it has been silenced). Date/Time of Silence indicates when the silence action was performed. Event Notification and Alarm Enrollment are administrative functions. Operator Text provides a place where you can enter a message about the alarm condition. You can enter up to 70 characters. Operator Text is extremely useful for providing additional information about the alarm condition, the object causing the alarm, or to indicate what actions you have already taken to address the problem. User Actions provides a pull down list of actions to be taken in response to alarms. This field provides additional information about how the problem is being addressed and corrected. Examples of user actions include Call Emergency, Call Security, and Dispatch Technician. If after displaying the list of user actions, you dont see an action that accurately describes your response to the alarm, type the action you took in the Operator Text field. If you need a new action added to the list, ask your Continuum Administrator to make the required change. Notice an ACK button appears at the bottom of the window. From the Details View, you can acknowledge the alarm by clicking on this button.

Warning: Operator Text and User Actions entered in the Details View will not be saved unless the alarm is acknowledged in this view.

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Working in the Active Alarm View

As mentioned previously, the Active Alarm View is a dynamically updating list. New alarms appear at the top of the list and alarm details automatically change to reflect the current alarm condition (e.g., the State changes from Alarm to Return to Normal). By default, the view lists all of the alarm details in columns. You use the horizontal scroll bar to access the information not displayed in the window. Two options are available for changing the way the information is presented in the viewresize the column width and add/remove columns from the view.

Resizing Columns

You can resize column widths by pointing on the vertical dividing line between two columns (as shown below).

When the cursor changes to a double arrow , then hold down the mouse button and drag the column boundary to the left or right.

Removing/Adding Columns from the View

You can modify the settings for the view to remove (or add) columns from the display. To accomplish this, choose the option Add/Remove Columns from the View pull-down menu. A dialog box appears:

Click on the box to the left the columns you want removed from the view. The check mark is removed from the box indicating the column has been deselected. Click on the OK button to save the changes and have the view updated to reflect the column removal. Conversely, if you want to add columns to the view, click in the box so a check mark does appear and then click OK to save the changes. 7-10 Continuum Operator

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Entering Operator Text and User Actions
When working with a particular alarm, you may want to stop the automatic update of the view. This way the alarm you are concentrating on will not scroll down the list when new alarms occur. To do this, click on the Freeze icon (stoplight). When you are finished, click on the icon again to resume the live update.

Entering information about the alarm situation and actions being taken is a critical task an Operator performs. In the Active Alarm View, the columns Operator Text and User Actions are used for this for function. For Operator Text, double click in the operator text column for a particular alarm. A cursor appears in the box indicating you are in type mode. Enter up to 70 characters of information and press the ENTER key to save the change. For User Actions, right click in the user actions column for a particular alarm. A down arrow appears in the box. Click on the arrow to see the list of actions. Select one of the actions. Refer to the previous section, Alarm Details View, for detailed descriptions of these fields.

Tip

Changing the Sort Order

Another Active Alarm View setting you can modify is the sort order for the alarm information. By default, alarms are listed chronologically (date/time) with the most recent alarm in the first row. To change the sort order, choose the Sort option from the View pulldown menu. A dialog box appears showing the current settings:

You can specify three sort criteria where the primary occurs first, secondary next, and tertiary last. For each one you want to specify, Click on the down arrow to see a list of the alarm fields. Choose the field for the sort. Click on the box next to the ascending text to indicate how you want the information sorted (no check mark is equivalent to descending order). When all the sort criteria has been entered, click on OK to save the changes and update the view with the new sort criteria.

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Reviewing Alarm History Information

In addition to monitoring active alarms, you may need to review past alarm information which has been stored in the Continuum database. To look at alarm history, ListViews are utilized (refer to Chapter 5, Using ListViews, for specific instructions about this function). Alarm history is useful in diagnosing recurring problems. For example, your supervisor may ask you to research numerous Motion Detection alarms in a particular area. Or, gather information about a temperature sensor which continually triggers a too hot alarm. An example of an alarm listview is shown below.

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Chapter 8:
Issuing New Cards

Operator Guide

Chapter 8 Issuing New Cards

Topics Presented in this Chapter

Understanding Access Control Creating a New Personnel Record from a Menu Page Personnel Editor
General Tab of the Personnel Editor Area List Tab Privileges Tab Employee Info Tab Personal Info Tab Current Status Tab Access Events Tab Templates Tab Custom Attributes Tab Control Buttons

Steps within the Personnel Editor to Add a New Person


General Page Information Add Areas Save the Record

Using Templates Handling Temporary and Lost Cards


Issuing a Temporary Card Restoring a Permanent Card Marking a Card as Lost

Working with Personnel Objects through ListViews


Editing a Person Pop-Up Menu Functions Steps for Enabling, Disabling, Adding or Removing Areas Steps for Setting the Current Area

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Understanding Access Control


Note
Issuing cards only applies to Access Control systems. If you are an HVAC Operator, you may want to skip this chapter.

Access Control is the process of monitoring and controlling personnel entry into facility locations through the control of door and gate operations. In the Continuum environment, three objects are used to perform this functionareas, doors, and personnel. Area, Door and Personnel objects work together to unlock a door when authorized personnel request to enter or exit an area.

Keywords
Card Reader: A device mounted on the wall next to a door which reads general code and card number information for the control of personnel access to an area. K e y p a d : A device mounted on the wall next to a door which controls personnel access through a door to an area by verifying entered general code and/or personal identification number (PIN) information. R E X : A Request to Exit device such as a motion sensor or push bar. This supervised input unlocks the door when activated.

An Area is defined as a controlled space requiring passage through some type of access control device to gain entry or exit (such as a door or gate). For example, the figure below shows three areas: Lobby, Lab, and Office. A Door is an entry/exit portal controlled by a hardware device (i.e., card reader, keypad, or REX), leading to a predetermined area. Each door is assigned to one or two areas. For example, Door 3 is attached to both the Office and Lobby areas. Personnel objects relate to people assigned a card number and/or PIN to allow them access to specified areas in a facility. Based on the areas assigned, the person gains entry through the doors defined for the area. For example, personnel with access to the Office area are allowed entry/exit through both Doors 3 and 4.

Motion Detector

Lab
Glass Break Detector

Office
Door 4

Door 2

Door 3

Lobby

Card Reader Keypad Request-to-Exit

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Creating a New Personnel Record from a Menu Page

Areas and doors are configured by your Continuum Administrator. Creating and maintaining personnel records is usually a task performed by Access Control Operators. How you go about accomplishing this is described in this chapter. From the Home Menu Page, point and click on the Access Events button to retrieve the menu page displayed below. The access control functions, which have been configured for our system, are listed on the buttons. Click on the Add a New Person button.

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The next window that appears is the multi-tabbed Personnel Editor. Each tabbed page represents a category of parameters to be defined for the person. As an Operator, you may have restrictions on the information you can configure for a person. Tabs and fields, which appear, grayed out represent the functions you can not access. By default, the Personnel Editor always opens to the first tabthe General Page. This page contains the essential information about a person required for them to be assigned an access card or PIN. Also, you use this page to issue temporary cards, flag a card as lost, and interface with the optional EpiSuite application for badge creation.

Personnel Editor

General Tab

First Name

Middle

Last Name

Photo from optional EpiSuite application

Signature from optional EpiSuite

Field Descriptions

The three boxes next to the Name field provide for entry of a persons first name, middle name, and last name, respectively. At least a last name must be entered for a person; otherwise, the record will not save to the database. The State field can be set to either Enabled or Disabled. Enabled allows the person access to all assigned areas. Disabled denies access to all areas.

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The Activation Date specifies the date and time when a person can begin using an access card or keypad code. Use the Expiration Date field for visitors (check the Visitor box), temporary employees, contractors, or former employees. About EpiSuite
EpiSuite is a software product that maintains security database information; captures photographs, fingerprints, and signatures; corrects output colors; encodes magnetic stripes and smart chips; prints cards; and performs access control tasks. When integrated with the Continuum database, you can create photo ID cards that work with Continuums personnel objects. That means when these cards are used at access control points, Operators can compare the image in the database to that on the card or the actual cardholder. To use EpiSuites GuardCard, the badge-making option and the necessary software from Andover Controls must have been purchased and installed for your control system.

A person must be assigned a Site Code, Card Number and/or PIN to gain access to areas. A Card Type must be chosen from the pull-down list (PINOnly is selected for keypad access). The ADA flag identifies if the person requires assistance due to a disability. Selecting this attribute causes a door to remain open for an extended length of time. The Signature box displays a read-only version of the person's signature either created through the optional EpiSuite badge application or loaded from a JPG file. The Mark Card as Lost button is used when a person loses his or her card. Choosing this function marks the card as lost, disabling the card from gaining access to areas. If the card is used after being marked lost, doors will not open and events will be recorded for every invalid entry attempt. The Issue Temporary Card button allows you to assign another card to the person, which is useful when an employee misplaces or forgets their card. This button changes to Restore Permanent Card when a temporary card has been assigned (the system maintains the original card information for easy reactivation). The Make/Edit Badge button provides access to the optional EpiSuite GuardCard application for the creation and maintenance of ID badges. Photo provides for the display of the persons picture. You can either load a picture file (.jpg format) or use a picture that is part of a badge made using EpiSuites GuardCard program.

Refer to the EpiSuite GuardCard software documentation for details on how to use the program to create and maintain badges, photos, and signatures.

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Area List Tab The next tab is the Area List Page. This page is where you specify what areas the person has access to in your facility. When you first enter a person, the Area List is blank (as shown). You use the Add Area button to select what areas are assigned to the person. The steps for assigning areas are described later in this chapter.

Privileges Tab

The Privileges Page allows a Continuum Administrator to configure advanced access privileges for the person. Refer to the Continuum Configuration Student Guide for detailed instructions related to this page.

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Employee Info Tab The next tab, Employee Info Page, collects employment-related information, as shown below. As an Operator, you may or may not have the ability to view and enter employee data into this page.

Note
The Info fields allow for the entry of additional employee information not collected in one of the pre-defined fields.

Personal Info Tab

The Personal Info page is used for optional personal information as shown in the figure below. As an Operator, you may or may not have the ability to view and enter employee data into this page.

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Current Status Tab You use the Current Status Page to monitor the parameters currently associated with the person.

Field Descriptions

Current Area:

The last area entered by this person based on the last valid access event.

Note
In the case of an antipassback violation, the current area and current security zone represent the values of the personnel record. However, the values may not accurately reflect where the person is currently located. To correct the violation, click on the browse button to select the correct area. If zones are utilized, enter the correct zone number.

Current Security Zone: If zones are used in your facility, this field displays the zone number assigned to the card reader and/or keypad last accessed by this person.

Last Door Entered:

The object name of the last door this person went through using an access card and/or keypad PIN. This is a read-only field.

Current Status:

Indicates whether the persons access privileges are currently enabled or disabled. This is a read-only field.

Time of Entry:

The time and date the person entered the current area. This is a read-only field.

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Access Events Tab Once a person has been assigned access privileges and starts using their card or keypad code, the system records all of their access activity. Through the Access Events Page, you will be able to monitor the access events associated with this person. This is a static window requiring manual refreshing to update the display information.

Refer to Chapter 9, Viewing Access Control Events, for more detailed information about this page and related functions.

Templates Tab

The Templates Page provides default settings configured for different categories of personnel. You use templates to simplify the data entry process when entering personnel into the database.

Note
The steps for using a template when creating a new personnel record are presented later in this chapter.

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Custom Attributes Tab The Custom Attributes Page is used by Administrators to monitor data collected for personnel which has been tailored to your system.

Control Buttons

At the bottom of the Personnel Editor window, five control buttons are presented which perform the following functions when clicked on: OK: Cancel: Apply: Refresh: Saves changes and exits the editor. Exits the editor without saving changes. Applies and saves changes without exiting the editor. Restores the persons settings back to what they were when you first opened the editor. Note: Refresh does not work if you have already clicked Apply. Accesses the on-line Help system.

Help:

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Steps within the Personnel Editor to Add a New Person

Now that all of the Personnel Editor pages have been reviewed, we can continue with the steps for creating a new personnel record. Creating a new person minimally requires information to be entered on two pagesGeneral and Area List. The steps to accomplish this are described below.

Step 1: Entering a Name


Names appear exactly as they are typed in. A format should be established and consistently adhered to when entering new personnel records. For example, capitalize the first character of each name component (i.e., John Smith).

1. Type in the first name and press the TAB key to move to the next field. You can enter up to 16 characters. 2. Optionally, enter a middle name and press the TAB key to move to the next field. You can enter up to 16 characters. 3. Type in the last name. You can enter up to 32 characters.

Tip

Step 2: Select a Card Type

1. Using your mouse, click on the down arrow in the Card Type field. A menu of card types appears similar to the one below.

2. Move the pointer through the list and select the appropriate card type. Remember to choose PINOnly if you are assigning keypad access to this person. 3. Let go of the mouse button to choose the highlighted card type.

Step 3: Enter a Card Number

If you are assigning card access to this person, perform these steps: 1. Click in the Card Number box. 2. Enter the encoded card number (should be printed on the card). The number should be unique and between 0 and 524,287.

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Step 4: Enter a PIN If you are assigning keypad access to this person, perform these steps: 1. Click in the PIN box. 2. Press the Back Space key to remove the asterisk from the box. 3. Enter a unique PIN (personal identification number). The PIN can be any number between 0 and 65,535.

Step 5: Assign Areas

Next, you need to assign areas to the person allowing them access to places within the facility. 1. Click on the Area List Tab. 2. Click on the Add Area button. Since this is a new record, a dialog box appears stating the object needs to be saved prior to adding an area. Click on the OK button to continue.

3. The following dialog box appears.

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Step 5: Assign Areas (continued) 4. Click on the browse area button on the right side of the Area box. A browse window similar to the one below is displayed.

5. The browse window lists all of the defined areas in your system. Click on one of the areas which the person will have access to. Note
In your browse window, you may have to navigate through folders to retrieve the list of areas for your facility. If you have trouble finding areas, ask your Continuum Administrator for assistance.

For example, if you clicked on the Lobby area, the window updates to look like this:

6. Click on the Select button to choose this area.

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Step 5: Assign Areas (continued) 7. The Add Area dialog box reappears reflecting the area you selected from the browse window. Click on the OK button to save the area assignment.

8. You return to the Area List page for the person. Most people will have access to more than one area. For each area, you need to perform the steps outlined above (2 through 6).

Step 6: Save the Record

The last stepand most importantis saving the information. At the bottom of the Personnel Editor window is a row of buttons. Two of the buttons perform save functions as described below: Click on the OK button to save the information and close the window. Click on the Apply button save the information and remain in the Personnel Editor.

Note

Important Note: The six steps presented in this section only illustrate the actions required to set up the minimal information for a new person requiring card or keypad access. You may be required to enter additional information for new personnel, such as data collected on the Employee Info page (department, office phone, office location, supervisor, etc.). Refer to the on-line help documentation for instruction on entering the additional personnel information. If you require more assistance, ask your Continuum Administrator for help.

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Using Templates

Templates are an excellent tool for simplifying the amount of data entry required when creating new personnel. By applying a template to a person, their information updates to reflect the default settings inherited from the template (such as card type, site code, etc.). The function where templates helps the most is adding areas to a person. You learned in the last section how to add one area at a time to a person. Imagine having to perform those five steps over and over again for a large number of areas. The process would be very time consuming and tedious. With a template, a person would gain the entire area list associated with the selected template. Much easier.

Steps for Applying a Template

The steps for applying a template to a person are described below. 1. Click on the Templates tab.

2. A list of the available templates is displayed. Note


Templates must first be configured by your Continuum Administrator for any to appear in the window.

Click on the radio button to the left of the template you want to apply to the person (the figure below shows the Sales template has been selected).

3. Click on the Apply button at the bottom of the window.

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4. A dialog box appears requiring confirmation of refreshing the template reference for this person. (This box appears even when no template has been previously applied.) Click on the YES button to continue.

5. A window appears showing the progress of the template application process. When the process finishes, the window updates to let you know the operation is complete. Click on the Close button to complete the template process.

6. Click on the OK or Apply button to save the changes made by the template.

7. You may want to look at the General and Area List pages to see what information has been inherited from the template.

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Handling Temporary and Lost Cards

At times, you will encounter the situation where a person has forgotten or lost their access card. When this happens, you use two functions within the Personnel Editors General Tab to provide them new or temporary access privileges.

Issuing a Temporary Card

If a person has forgotten their card, you will want to issue a temporary card. The steps to perform this task are as follow: 1. Click on the General Tab. 2. Click on the Issue Temporary Card button which appears at towards the bottom of the window.

3. The cursor moves to the Card Number box. Type in the number from the temporary card you are issuing the person. 4. If the card type is different from the current setting, click on the down arrow next to the Card Type field and select the correct type from the list. 5. Click on the Apply button to save the change.

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Restoring a Permanent Card When a person has been assigned a temporary card, the Issue Temporary Card button is relabeled to Restore Permanent Card. This indicates the system has saved the persons original card information making it easy to restore those settings when the person no longer needs to use the temporary card. To perform the restore process, follow these steps: 1. Click on the General Tab. 2. Click on the Restore Permanent Card button.

3. The original card settings (card number and card type) are restored. The button changes back to Issue Temporary Card. 4. Click on the Apply button to save the changes.

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Marking a Card as Lost Inevitably, people lose their access cards. When this occurs, you will need to issue a new card to the person. You can accomplish this by simply changing the card number, but a special function exists within Continuum to mark cards as lost ensuring the card is deactivated. This is critical to the security of the building; it will protect the facility from being accessed by someone who possesses the lost card (or perhaps a stolen card). To perform this function, follow these steps: 1. Click on the General Tab. 2. Click on the Mark Card as Lost button. 3. A dialog box appears requiring confirmation to perform this function. Click on the Yes button to continue.

4. The cursor moves to the Card Number box. Type in the new card number. 5. If the card type is different from the current setting, click on the down arrow next to the Card Type field and select the correct type from the list. 6. Click on the Apply button to save the change.

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Working with Personnel Objects through ListViews

When you have entered people in the database, you will need to retrieve their saved information in order to make changes. The easiest way to work with personnel records is through ListViews. (You should have already completely read Chapter 5, Using ListViews, prior to continuing with this section.) On one of your menu pages, a button for the retrieval of the All Personnel listview should exist. Click on this button to open a window similar to the one shown below.

From the listview, you can perform a variety of functions as presented in the rest of this section.

Editing a Person

To edit a specific person, double-click on the row containing the person. The Personnel Editor window will open showing the persons current information. Make the required changes. Click on the OK button to save the changes and return to the listview. Click on the Refresh List View Object to update the display with the new information.

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Pop-Up Menu Functions By right-clicking on a persons record in the listview, a pop-up menu appears as shown below:

Tip

You can select more than one person in the listview and perform the pop-up menu options for all of the selected people. To do this, hold down the CTRL key while clicking on people in the list. When all of the people are selected, right-click on one of the highlighted rows to retrieve the menu.

Option Descriptions

Open and Edit perform the same functionopening the Personnel Editor window for the selected person. Enable and Disable change the current state of the selected person. When Enabled, the person can access the areas assigned to them using their card or keypad codes. When Disabled, the persons access privileges are deactivated. Enable All Areas and Disable All Areas activates or deactivates access to all of the areas assigned to the person. This is especially useful in strike situations where you need to quickly lock a person or group of people out of a building. Enable Areas and Disable Areas allow you to selectively choose which areas to enable or disable for the selected person. Add Areas provides the option for adding areas the person can access to the selected person. Remove Areas provides the option for removing areas the person can access from the selected person. Set Current Area allows you to change the current area for the selected person. This is commonly used to correct tailgating situations. Send To is used to send the selected persons information to a text file or printer.

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Delete provides to option to delete the selected persons record from the database. This option should be used with extreme care since there is no method for restoring information that has been deleted. As an Operator, you will probably not have sufficient privileges to perform this function; it is usually reserved for users with Administrator privileges. Rename allows you to change the alias name of the selected person. This is the name used by Continuum and does not correspond to the persons name as entered into the Personnel Editor. As an Operator, you will probably not have sufficient privileges to perform this function; it is usually reserved for users with Administrator privileges. Properties opens a tabbed window displaying system information for the selected personnel record. As an Operator, you will probably not have sufficient privileges to access the Properties window; it is usually reserved for users with Administrator privileges.

To perform most of the functions available through the pop-up menu, you simply highlight the option and click the mouse button. The next section discusses the options that require additional steps.

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Steps for Enabling, Disabling, Adding, or Removing Areas For the Enable/Disable Areas and Add/Remove Areas options, there are additional steps to be performed, which are presented below. 1. Right-click on the person whose area information you will be changing. 2. From the pop-up menu, select one of the four options. 3. An Area window appears listing all of the available areas in your facility. Point and click on the area you want to enable, disable, add, or remove to the selected person.

Note
The Area list does not reflect the current settings for the person. Thus, you can do things like add an area to a person that is already assigned to them or disable an area that is not even assigned to the person.

4. Click on the OK button to save the change. 5. You return to the listview window. Click on the Refresh List View Object quick pick icon to update the display.

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Steps for Setting the Current Area The Set Current Area option also requires a little more work as described below. 1. Right-click on the person whose current area you will be changing. 2. From the pop-up menu, select the Set Current Area option. 3. A browse window similar to the one below is displayed. The browse window lists all of the defined areas in your system. Click on the area where the person is currently located.

Note
In your browse window, you may have to navigate through folders to retrieve the list of areas for your facility. If you have trouble finding areas, ask your Continuum Administrator for assistance.

4. Click on the Select button to choose this area. 5. You return to the listview window. Click on the Refresh List View Object quick pick icon to update the display.

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Chapter 9:
Viewing Access Control Events

Operator Guide

Chapter 9 Viewing Access Control Events

Topics Presented in this Chapter

Understanding Access Control Events Opening an Active Event View from the Menu Page Active Event View
Title Bar Menu Bar Functions Quick Pick Icons Active Events and Event Details Scroll Bars

Working in the Active Event View


Resizing Columns Removing/Adding Columns from the View Accessing an Event Details View Changing the Sort Order

Access Events for a Specific Person Access Events for a Specific Door Reviewing Access Event History Information

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Understanding Access Control Events


Note
Viewing events only applies to Access Control systems. If you are an HVAC Operator, you may want to skip this chapter.

In the previous chapter, Issuing New Cards, the elements of an access control system were presentedareas, doors, and personnel. An action or condition associated with one of these three objects is referred to as event. Events record routine movement as well as showing trouble situations like Door Ajar or Exit Keypad Tamper. An important task an Access Control Operator performs is monitoring events taking place within the facility. For example, you may need to watch the events occurring at a particular door. Or, you may need to monitor the movement of a specific person within the facility. Within Continuum, four methods for viewing access control events exist: Active Event View Access Events for a specific Person Access Events for a specific Door Historical Access Events Information Each of these options is presented in this chapter.

Opening an Active Event View from the Menu Page

From the Home Menu Page, point and click on the Access Events button to retrieve the page displayed below. Click on the Lobby Door Live Events button to open the Active Event View.

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Active Event View

The Active Event View lists the events associated with the specified object (in this case the Lobby Area). Based on how the active event view has been configured by your Administrator, it can show events for one door, a group of doors, all doors, or doors associated with a particular area. The events are shown in chronological order with the most recent event presented first. Each row displays columns of information related to a particular event. Event information can be displayed in a variety of colors to depict different categories of events.

Title Bar Menu Bar Quick Pick Icons

Event Details

Events

Scroll Bars

Title Bar

The Title Bar shows that the Active Event View for the selected objects is currently displayed.

Menu Bar Functions

Selecting options from the menu bar is one way for you to perform the active event view functions discussed in this section. The Object Menu provides options to perform print functions and exit the Active Event View. (Note: The print functions have not implemented as of Continuum version 1.2.)

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Menu Bar Functions (continued) The View Menu provides the option to display or not display the Toolbar and Status Bar. Sort allows you to rearrange the event list. Freeze stops the automatic update of the window. Always on Top keeps the Active Event View window open (on top) of other Continuum windows. Add/Remove Columns allows you to select what event information is displayed. (Note: The Select Range option has not been implemented as of Continuum version 1.2; Event View Object is reserved for Administrators.)

Quick Pick Icons

Clicking on the quick pick icons provides an easy way for you to: Print the Active Event View (not yet implemented as of Continuum version 1.2). Toggle to the Active Event View live modenew and updated event information is automatically added to the current view. Toggle to the Active Event View freeze modeno new or updated event information is added to the current view. Open the Event View Object window (administrative function). Access the on-line Help system.

Active Events and Event Details

Events appear on the rows in the window, as they occur. The most recent event appears in the first row at the top of the list. When a new event occurs, the list scrolls down do make room for the new item. The columns contain event detail information.

Scroll Bars

Horizontal and vertical scroll bars may be presented when working with the Active Event View. If the list contains many rows and columns of information, which does not all fit in the window, then you use the scroll bars to view the additional event information.

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Working in the Active Event View

As mentioned previously, the Active Event View is a dynamically updating list. By default, the view lists all of the event details in columns. You use the scroll bars to access the information not displayed in the window. Two options are available for changing the way the information is presented in the viewresize the column width and add/remove columns from the view.

Resizing Columns

You can resize column widths by pointing on the vertical dividing line between two columns (as shown below).

When the cursor changes to a double arrow , then hold down the mouse button and drag the column boundary to the left or right.

Removing/Adding Columns from the View

You can modify the settings for the view to remove (or add) columns from the display. To accomplish this, choose the option Add/Remove Columns from the View pull-down menu. A dialog box appears:

Click on the box to the left the columns you want removed from the view. The check mark is removed from the box indicating the column has been deselected. Click on the OK button to save the changes and have the view updated to reflect the column removal. Conversely, if you want to add columns to the view, click in the box so a check mark does appear and then click OK to save the changes.

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Accessing an Event Details View Viewing the event information can be accomplished through the Active Event View or you can retrieve an Event Details View. The Details View conveniently displays all of the event information in one window which you may find easier to read the event information. To open the Details View, double-click on an event.

Field Descriptions

Each of the event detail fields are described below: The Type field indicates what type of event occurred. The Date and Time fields indicate when the event occurred. The Message displays a text string describing the event condition. Door indicates at which door the event occurred. The Personnel field shows the person associated with the card reader or keypad event. Area shows what area the event occurred (where door is located). Message displays a text string describing the event condition.

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Field Descriptions (continued) Controller displays the name of the controller the access control device is attached to. Department Point indicates the department point number of the person causing the event (if one has been defined for the person). Zone Code reflects the code number of the zone in which the event occurred, if your system uses zone rather than area based access control. Card # shows the access card number of the person causing the event. Card Type indicates the type of access control card used by the person causing the event. Site Code displays the site code assigned to the person causing the event (if one has been defined for the person).

Note
Clicking on the OK button at the bottom of the window returns you to the Active Event View.

Changing the Sort Order

Another Active Event View setting you can modify is the sort order for the event information. By default, events are listed chronologically (date/time) with the most recent event in the first row. To change the sort order, choose the Sort option from the View pulldown menu. A dialog box appears showing the current settings:

You can specify three sort criteria where the primary occurs first, secondary next, and tertiary last. For each one you want to specify, 1. Click on the down arrow to see a list of the event fields. 2. Choose the field for the sort. 3. Click on the box next to the ascending text to indicate how you want the information sorted (no check mark is equivalent to descending order). 4. When all the sort criteria has been entered, click on OK to save the changes and update the view with the new sort criteria.

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Access Events for a Specific Person

The Active Event View provides an overall method for monitoring events occurring in your facility. However, if you are interested in the activities of a particular person or door you will find it easier to view these events using the object editor window. To monitor the access control activities of a particular person, you open the Personnel Editor window for the person through a listview. The steps to do this are as follow:

Step 1: Retrieve the All Personnel Listview

Click on the All Personnel listview button from the menu page. The listview opens showing a list of all your personnel.

Step 2: Open the Personnel Editor Window

Double-click on the person whose activities you want to monitor. The Personnel editor window opens for the person (in this example, John Entwistle is the selected person).

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Step 3: Move to Access Events Tab Click on the Access Events Tab. The window updates to show the events recorded for this person, in chronological order.

As you can see from the figure above, the Access Events list displays: The type of event (EventClass column); Date and time the event occurred (TimeStamp column); Door associated with the event (Door column); and Area associated with the event (Area column).

Step 4: Refresh the Window

Unlike the Active Event View window, which dynamically updates with new information, this window is static and must be refreshed periodically to obtain the most current events. To do this, click on the Refresh button at the bottom of the window.

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Access Events for a Specific Door


Step 1: Retrieve the All Doors Listview

To monitor the access control activities of a particular door, you open the Door Editor window for the door through a listview. The steps to do this are as follow: Click on the All Doors listview button from the menu page. The listview opens showing a list of all your doors.

Step 2: Open the Door Editor Window

Double-click on the door whose activities you want to monitor. The Door editor window opens for the door (in this example, Lobby Door is the selected door).

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Step 3: Move to Access Events Tab Click on the Access Events Tab. The window updates to show the events recorded for this door, in chronological order.

As you can see from the figure above, the Access Events list displays: The type of event (EventClass column); Date and time the event occurred (TimeStamp column); Person associated with the event (Person column); and Area associated with the event (Area columnnot shown in this figure but accessible via the horizontal scroll bar).

Step 4: Refresh the Window

Unlike the Active Event View window, which dynamically updates with new information, this window is static and must be refreshed periodically to obtain the most current events. To do this, click on the Refresh button at the bottom of the window.

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Reviewing Access Event History Information

In addition to monitoring active events, you may need to review past event information which has been stored in the Continuum database. To look at event history, ListViews are utilized (refer to Chapter 5, Using ListViews, for specific instructions about this function). Event history is useful in diagnosing recurring problems. For example, your supervisor may ask you to research Door Ajar events for a particular door. Or, gather information about the number of personnel moving into or out of a specific area. An example event listview is shown below.

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Chapter 10:
Exploring Graphics

Operator Guide

Chapter 10 Exploring Graphics

Topics Presented in this Chapter

What are Graphics?

Graphic Panels
Title Bar Menu Bar Functions Tabbed Pages More Examples of Graphic Panels Photographs Buttons Artistic Renderings

Graphic Controls
Switch Examples Knob and Gauge Examples Slider Examples Graph Examples Animation Examples

Opening a Graphic

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What are Graphics?


Since graphics vary greatly from one implementation to another, this chapter only illustrates the wide-array of HVAC and Access Control graphical options.

Note

Graphics are an another method for interacting with your control system. Through graphics, Operators are provided an easy-to-use graphical interface that simulates a "virtual" control panel for the manipulation of devices. Graphics consist of two components, graphic panels and graphic controls, which are further explored in this chapter.

Graphic Panels

Graphic Panels are interface tools that display pictorial representations of elements within the control system. Graphic panels can contain a wide-variety of items including photographs, clip art, graphic controls, and buttons. Floor plans are frequently used as graphic panels, both in the Access Control and HVAC environments. The figure below is a good illustration of a floor plan graphic and highlights panel features.

Title Bar Menu Bar Tabbed Pages

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Title Bar The Title Bar shows the name of the currently displayed graphic panel.

Menu Bar Functions

Menu bar options relate to configuration functions performed by your Continuum Administrator.

Tabbed Pages

A graphic panel may contain more than one page of information. Each page is represented as a tab and is accessible by clicking on the tab text. In the previous figure, two tabs are shown: Floor Plan (current page) and Setpoint Changes. Clicking on the Setpoint Changes Tab updates the display with this graphic:

This graphic is used to change temperature setpoints for the rooms on the corresponding floor plan.

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More Examples of Graphic Panels As mentioned previously, the contents of a graphic panel can be almost anything. A floor plan graphic is just one example.

Photographs

Another example is a photograph of your building. With a photograph, you may click on it to perform different functions (like opening the floor plan corresponding to a floor you click on) or buttons may be used to access to system functions (similar to the graphic below).

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Buttons A graphic panel may contain only buttons. The buttons provide an easy way for you to perform other Continuum functions such as viewing schedules, retrieving list views, generating reports, and creating new database records. This feature allows for graphics to be used in place of Menu Pages or to be used in conjunction with Menu Pages (a button on a graphic may open a menu page).

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Artistic Renderings Or, a graphic may shown a pictorial representation of an element in your control system such as a chiller:

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Graphic Controls

Graphic Controls are objects in graphic panels linked to a system point allowing for direct manipulation of a control device (i.e., sensor, fan, controller, door, gate, etc.). Through mouse or keyboard interaction, an operator can monitor and control points as well as perform other system functions (such as run a report, view a schedule, and respond to alarms). Examples of graphic controls include switches, knobs, text, graphs, gauges, animations, buttons, and levels (illustrations shown below).

Switch Examples

Switches can be turned on or off by clicking on the switch.

Knob and Gauge Examples

Knobs and gauges can be turned by clicking on the pointer and dragging it to the new value.

Slider Examples

Sliders can be moved by clicking on the pointer and dragging it to the new value.

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Graph Examples Graphs present line and bar chart diagrams of point values plotted over time.

Animation Examples

Animations show illustrations of control devices in their operable state. For example, an animation can show a spinning fan indicating the fan is on. You may be able to click on the animation or a button attached to the animation to change the operable state (on or off, open or closed, etc.).

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Opening a Graphic

Options for opening a graphic depend on how your system is configured, but the typical methods for displaying graphics include: Clicking on a Menu Page button. From another graphic, you may click on a button or object which opens a new graphic. When you logon to Continuum, your system may automatically open with a graphic (rather than a menu page). An alarm condition may trigger the display of a graphic. Additionally, in the Active Alarm View you can access an associated graphic for an alarm by clicking on the Graphic quick pick icon or Graphic! menu bar option.

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Appendix:
Glossary

Operator Guide

Appendix - Glossary

Topics Presented in this Chapter

Alphabetical list of terms and definitions referenced in this manual.

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Appendix Glossary

Term
Access and Security Control

Definition
The process of monitoring and controlling personnel locations through the control of door and gate operations.

Active Alarm View

The Active Alarm View displays a list of active alarms. For each alarm on the list, you can see the alarm message and other properties of the alarm, acknowledge and/or silence (mute) the alarm, display a panel or run a report.

Alarm

A point, door or system variable that is operating outside specified ranges or situations. An alarm can be displayed on a CyberStation to the active alarm bar and the active alarm view. A report or graphic can be associated or linked with an alarm to further troubleshoot the situation.

Alarm Bar

The Alarm Bar appears at the bottom of the Continuum screen, unless it has been deselected in the View menu. The Alarm Bar is for monitoring the status of currently active alarms. Icons on the Alarm Bar allow you to quickly acknowledge and/or silence an alarm, jump to Active Alarm View, and take other actions in response to alarms.

Area

An Area is a room or location in your building or site. An Area object is one component of a Continuum access control system. Area, Door and Personnel objects work together to check which personnel can access which areas of your site.

Attribute

An attribute is a property or characteristic of an object. For example, you have many attributes such as height, weight, hair color, and age. Some attributes of objects include value, electrical type, display format, and threshold.

Bond Sensor

A bond sensor detects whether or not a door is truly locked. It senses if the lock bolt is extended or retracted.

Card Reader

A card reader is mounted on the wall next to a door. It reads site code and card numbers on cards passed through it (swiped) or waved near it (proximity reader).

Class

Objects are categorized into classes. Devices, points, personnel records, areas, graphics, doors, schedules and programs are all examples of classes of objects. Continuum keeps track of the objects you create by storing them in class folders.

Continuum Workstation (CyberStation)

A Continuum Workstation (also referred to as the CyberStation): Is the front end of a Continuum intelligent building control system Is a networked PC, running Windows NT based Continuum software Has a monitor, keyboard and disk drives.

Controller

A controller is a computerized piece of equipment that you use to control an HVAC system, building access, or process. Controllers in a Continuum system can include NetControllers, InfinityControllers, and InfinetControllers.

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Appendix - Glossary

Term
Device

Definition
The Device object class includes workstations, file servers and controllers.

Door

A door is a portal through which personnel pass to move between areas of a building or site. The control of hardware components of an access control system installed at a door, such as a controller, card reader, motion detector and door switch, are configured with the Door object editor. A Door object is one component of a Continuum access control system. Area, Door and Personnel objects work together to check which personnel can access which areas of your site.

Door Switch

A door switch is a supervised input device which detects if a door is open or closed. A door switch can detect a wire circuit cut or short by displaying Trouble.

Event

An action or situation originating from a door or door controller. There are 38 types of events. Example: Door Ajarthe door has been open for an extended period of time.

Graph

A pictorial display of a Groups points and their associated values over a specified period of time as defined by the log.

Graphics

Graphics are interface tools that display OLE objects, switches, knobs, text, graphs, gauges, levels and other graphic controls to represent a control panel. A user can monitor point values and actually change them by manipulating the controls with a mouse.

Group

A Group is a collection of Continuum objects that may share characteristics or relate to a certain topic that an operator needs to know about.

History

A tabular display of a Groups points and their associated values over a specified period of time as defined by the log.

IOU Module

IOU Modules are separate portable input/output units that are physically attached to Continuum controllers. IOU Modules replace circuit boards and are the network connections between sensors and devices and the Continuum controller.

Keypad

A keypad is mounted on the wall next to a door. People unlock the door by typing the general code numbers and/or their unique PIN.

ListView

A list of one or more objects from a single class. One or more attribute columns may dynamically update. One or more rows may change color based on the value in one or more columns (example, disabled inputs highlighted).

Logs

A log is a collection of object values stored in a structure from which you can print or retrieve them. You can define two logs for a point, a short-term and an extended log.

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Appendix Glossary

Term
Member List

Definition
The list of objects contained in a defined Group.

Motion Detector

A motion detector is an input device mounted on a wall. It can be integrated into a Door as a request to exit device or as an independent unit used to detect intrusion.

Network

A network is the communication or connection system that lets workstations, controllers and devices exchange information. An object is a unit recognized by an object-oriented program such as Continuum. Objects in Continuum include editors, points, programs, values, controllers, IOU modules, sensors, and the icons that represent these objects in Continuum Explorer. There are two categories of objects in Continuum, BACnet objects and Infinity objects. A database record which associates a person with a card number and/or PIN. A Personnel object is one component of a Continuum access control system. Area, Door and Personnel objects work together to check which personnel can access which areas of your site. A point is an object in Continuum. There are two categories of points: hardware and software. Hardware points are either inputs (sensors) or outputs (controls). Software points are holding places for information and are either numerics (numbers or ON/OFF), datetimes (holding an instant in time), or strings (alphanumeric characters). Continuum has an object editor for each kind of point. A report is a HTML file that can be opened through a ListView and displayed in an internet browser. A request to exit device can be a pushbar mounted on a door, a motion detector, or a button mounted near a door. A REX can unlock the door when activated. Groups of date and time events that are used to timely control the operation of equipment or control the access of personnel through doors. Varying levels of access privileges granted to users. The privileges allow or deny access to perform functions within Continuum. Security levels are configured by the Continuum Administrator. An individual or functional capacity (a group of people performing a specific function such as guard) provided access to the Continuum system. Each user is assigned a unique user name and password and granted access privileges by the Continuum Administrator. If a user does not have privileges to perform functions within Continuum, menu options will be grayed out and not selectable. In some cases, you will be able to select an option only to be presented with the error message "You do not have sufficient access to do the requested operation."

Object

Personnel

Point

Report

Request to Exit (REX) Device Schedule

Security Levels

User

User Restrictions

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Educational Services Andover Controls Coropration

Andover Controls Corporation World Headquarters 300 Brickstone Square Andover, Massachusetts 01810 USA Tel: 978 470 0555 Fax: 978 470 0946 http://www.andovercontrols.com Andover Controls Ltd. Smisby Road Ashby-de-la-Zouch Leicestershire LE65 2UG, England Tel: 01530 417733 Fax: 01530 415436 Andover Control GmbH Am Seerhein 8 D-78467 Konstanz, Germany Tel: 07531 99370 Fax: 07531 993710 Andover Control S.A. Immeuble Dolomites 2 58 Rue Roger Salengro 94126 Fontenay Sous Bois Cedex, France Tel: 331 53 99 16 16 Fax: 331 53 99 16 15 Andover Controls Asia Unit 1201-02, Phase I, Cheuk Nang Centre 9 Hillwood Road, Tsim Sha Tsui Kowloon, Hong Kong Tel: 852 2739 5497 Fax: 852 2739 7350 Andover Controls Mexico Insurgentes Sur 1722-501 Col. Florida Mexico D.F. 01030, Mexico Tel: 525 661 5672 Fax: 525 661 5415

Copyright 1999, Andover Controls Corporation. Data subject to change without notice. All brand names, trademarks, and registered trademarks are the property of their respective holders. Document Number 31-3001-758 Rev E

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