1. Chris Aspin Sales Representative MCN Solutions Ltd.

2. AGENDA In this course you will learn the following
How to connect to a meter using ION Setup
Troubleshooting steps
Explanation of Setup Assistant Guide
Basic Setup
Security
Communications
Clock
Demand
Energy Pulsing
Onboard IO
Expansion IO
Logging
Revenue
Alarming
Power Quality
Displays
Verification
General Navigation around ION Setup
ION Setup Assistant vs Advanced Mode
Diagnostic Views
Data View (Real Time and Historical view into the meter readings)
Reports in ION Setup Assistant

3. AGENDA In this course you will learn the following
How to save the current settings file (framework) to a PC
Discussion about best practices: AsFound_version_Date_SN_Location.dcf , AsSent_version_Date_SN_Location.dcf, Meter Configuration Report
Note about ION Setup .dcf files and ION Designer .fwn files
How to run a Configuration and Template comparison report
Changes to the settings of an ION meter using ION Setup
Limitations to Measurement Canada Sealed meters (*ION 7700, ION 8600 and ION 8650)
Changing CT / PT ratios
Changing MeterTag1 and MeterTag2
Changing DST setting
How to send a settings file from a PC to the connected meter
How to perform a Firmware Update
Questions and Answers

4. ION Setup Training Prerequisites for this course
ION Setup version 3.0 needs to be installed on your laptop
You will need access to an ION meter or have the 8600 Offline Files available on your laptop
If you have a physical meter, you will need a serial or Ethernet cable to connect to the meter
Please download the ‘ION Setup User Guide’ and ‘ION Reference’ documents

5. ION Setup Programming
Physical connection from the meter to ION Setup software
Serial connection – direct line from RS485 or RS232 port on meter to USB or RS232 port on Laptop
Ethernet connection – support for direct or crossover cable from meter Ethernet port to Laptop or from Ethernet switch that is connected to the meter to a Laptop
6200 has 64 samples/cycle
7300 series has 64 samples/cycle

6. Let’s jump right in Connecting to an Offline / Virtual meter
Run the Offline meter
Test that it’s working through Windows security by running Offline meter display
Connect to meter with ION Setup - there’s no place like
Physical ION meters
Connect the RS232/USB cable for a Serial Connection
Determine COM port on laptop you are plugging into with Device Manager
Ensure all serial settings on laptop and the meter match (baud, protocol ION, etc..)
If needed – refer to the ‘Troubleshooting Serial Communications’ technical note
Connect the CAT5 Ethernet cable for an Ethernet Connection
You may need to turn off Wifi settings on your laptop
Ensure the meter IP address on the meter and the laptop match for the first three sets of numbers (i.e on meter will speak to on laptop)
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

7. Serial Communications
Best Practices
6200 has 64 samples/cycle
7300 series has 64 samples/cycle

8. Ethernet Communications
If you have an Ethernet switch which supports 10BaseFL connection to an older 7700/7600/7650 meter, and you replace the meter with a newer 7650 meter with 100BaseFX fiber port the Ethernet switch will no longer be able to communicate to the meter, you will need to convert the 10BaseFL to 100BaseFX using an RMC converter or changing the port on the switch.
You are able to connect a 100BaseFX Multimode Fibre Ethernet cable with SC connectors directly into the newer ION 7650s, and communicate all the supported Ethernet protocols (ION, Modbus TCP, DNP3) to and from the meter.
When you connect to the fibre Ethernet port, you aren’t able to connect to the copper Ethernet port beside the fibre port on the ION 7650’s communication card – only one (1) Ethernet port can be used on the meter at a time.
6200 has 64 samples/cycle
7300 series has 64 samples/cycle

9. ION Setup Assistant The Run Through Basic Setup Security
Most common – this is to get the meter started
Important Settings
Volts Mode (Delta, WYE, Demo)
CT ratio
PT ratio
Voltage Nominal
Security
Security Mode – Standard with meter password, Advanced with user names and passwords
Manitoba Hydro has Advanced Security on Revenue Locked meters
Hardware Lock – Disabled for standard meters, Enabled for Revenue Sealed/Locked meters
Communications
Serial Settings – COM1 to COM4, listed on the meter (careful not to change settings on the serial port you are accessing)
Network Settings
IP address
Gateway
Enable SNMP
MAC Address (for IT)
Modbus Gateway (for downstream serial Modbus devices)
DNS Primary/Secondary
SMTP ( s)
NTP (Time Synchronization)
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

10. ION Setup Assistant The Run Through (cont) Clock Demand Energy Pulsing
Timezone
Timezone = -5 UTC in Winnipeg
DST Offset (Daylight Savings Time) = 1 in Manitoba
DST Settings are preprogrammed for the next 20 years, if you have meters that are in service longer than 20 years, you should be looking at replacing them
Demand
Rolling Block Demand = Sliding Window Demand
Manitoba Hydro standard is 3 sub-Intervals of 5 mins
Industry standard is 1 sub-interval of 15 mins
Energy Pulsing
Tabs of Pulsed values and End of Interval (EOI)
Kt = pulse weight (how much of a value is needed before a pulse is generated
Pulse Width = minimal time in seconds between pulses (in case PLC’s or IO Controllers read pulses at a limited rate)
Port = which digital output or LED will pulse
Output mode = Pulse or KYZ
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

11. ION Setup Assistant The Run Through (cont) Onboard IO Expansion IO
Digital inputs: These are virtual IO drivers and can be matched with any physical digital port on the meter
These can be linked to alarms within the meter, or IO aggregation collection for storage
Additional programming is required in order to utilize digital (and analog) inputs
Programming these can not be done through the meter front panel (ION Setup or ION Designer is required)
Digital output options will be different for different meter models
You can link any value or setpoint alarm in the meter to a digital output and customize
Most common type is a Form A digital output for pulsing, and Form C relay output for KYZ
Form C relay output is electromechanical (you’ll hear the clicking in the meter)
Expansion IO
Additional Digital inputs and outputs – same settings as above
Analog In
Zero Scale, Full Scale, Port
Analog Out
Input (must be static value = KW, KVA, PF), Zero Scale, Full Scale, Port
Converting from 0-20mA to 4-20mA on ION meters – refer to ‘Analog Outputs Program Guide’ for steps
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

12. ION Setup Assistant The Run Through (cont) Logging* Revenue
Memory: allows for adjusting the amount of memory within the meter allocated to each type of record (Data Recorders for interval data, Event Logs for meter event data, Waveforms for Oscillator data)
Load Profile
Channels: This is the 1st data recorder which captures Revenue Data (in most cases) or Load Profile data (KWh, KVARh)
Interval / Depth: For configuring intervals between records (standard is 15mins), and the amount of records stored in the meter before the earliest records get erased (FiFo)
Event Log: How many events are stored in the meter, ensure EvPriority is above 0 to ensure the meter is recording sag/swell information
Revenue
PT / CT Correction: Enables or Disables Transformer Correction within the meter: Voltage inputs or Current inputs – can be used to increase the accuracy of the entire meter system (meter + CT/PT accuracy)
After running a CT / PT points test using a NIST traceable standard you can determine the precision and accuracy of the CT/PT, once you have these values you can enter them into the meter so it compensates
Transformer Loss
Method Selection: enables or disables loss compensation, and determines which method of calculation for compensation you want to use
Test Sheet and %Loss Constants: refer to the ‘Transformer / Line Loss Calculations’ technical note
Time of Use: to be used for revenue billing when the Utility decides to implement TOU billing structures
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

13. ION Setup Assistant The Run Through (cont) Logging
i.e. Manitoba Hydro use specific Revenue Indices for revenue meters;
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

14. ION Setup Assistant The Run Through (cont) Power Quality Displays
Sag / Swell: Important settings for how the meter captures waveform information when a power quality event occurs
Nominal voltage must be configured for the meter to actual capture event information – standard is 120V on a revenue Uses Line-to-Neutral for WYE and Line-to-Line for DELTA
Transients (if supported on meter): Transients can be detected by the ION 7650 or ION 8650A meter, the settings of when and how the meter captures transient
Displays
All the displays for the ION meters can be configured to show any type of value with variable granularity (within limits) – with the exception of Revenue Sealed meters (ION 8650)
Verification
Verification: Useful in the field when installing or rewiring a meter – ensures CT/PT inputs are connected correctly (no negative / reversed values, no missing phases, etc..)
Phasor Viewer under Wiring: Useful in the field when installing or rewiring a meter – ensures phases are connected correctly (ABC)
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

15. ION Setup Assistant The Run Through (cont) Verification (cont)
Using the Phasor Viewer or the Phasor_Tool.xml
You can Invert the Polarity on non-sealed meters using the meter front panel or ION Setup in Advanced Mode
In the ‘Power Meter Modules’ folder, in ‘Power Meter’ ION Module, select the Setup Registers tab
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

16. General Navigation around ION Setup
ION Setup Assistant vs Advanced Mode
Close Setup Assistant
Click ‘No’ when it asks if you want to connect to another device
Click on the meter you want to see in advanced mode
Click on ‘Edit’, ‘Properties’, select the Tools tab and change ‘Show Basic ION Setup’ to ‘Show Advanced ION Setup’
Alternatively you can hold shift down and click on the meter – much easier
Refer to ‘ION Reference’ for detailed information for each ION Module
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

17. General Navigation around ION Setup
Diagnostic Views
Diagnostic View is a method for checking whether your Ethernet or Serial connection from the meter is reliable
It can also show a measure of how loaded the meter’s onboard CPU is: up to 98% is safe, if it’s loaded more the meter life might not be as long (standard is 10 years in the field)
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

18. General Navigation around ION Setup
Data View (Real Time and Historical view into the meter readings)
All we’ve seen is the setup / configuration view of ION Setup, sometimes in the field you need to see real time values or to go back into the meter’s onboard memory and look at the historical information or waveform captures
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

19. General Navigation around ION Setup
Reports in ION Setup Assistant
*Load Profile 1st Data Recorder (Revenue Log) *.csv
*Event Log All or previous # records; any change to meter *.csv
*Meter Configuration Report Most of the settings / critical information of meter *.txt
Configuration Comparison Compares the *.txt report versus the current settings *.txt
highlights differences in red
Template Comparison Report Compares the stored *.dcf file versus the current *.txt
settings in the meter
MV-90 Report Revenue report used by Revenue Meter shop to MV-90xi1.5 file *.DAT
collect revenue data
*Data Collection Exports Log Data file into Excel format *.xml
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

20. General Navigation around ION Setup
How to save the current settings file (framework) to a PC
Open Setup Assistant
Click on ‘Template’ settings, under the ‘Save to PC’ tab, click ‘Save’
Ensure you save the file with organization and proper naming convention
Discussion about best practices
AsFound_version_Date_SN_Location.dcf
AsSent_version_Date_SN_Location.dcf
Meter Configuration Report
Note about ION Setup .dcf files and ION Designer .fwn files
They are not compatible ION Designer can not load a *.dcf file and ION Setup can not always load a complete *.fwn file.
ION Designer can copy and move sections of Modules whereas ION Setup can only copy the entire file.
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

21. General Navigation around ION Setup
A Demonstration of how to run Configuration and Template comparison reports
Configuration Comparison
Start with Meter configuration report
Save As… *.txt file
Run Configuration Comparison Report – select a previously saved *.txt file
Template Comparison
Save to PC *.dcf file
Run Template Comparison Report – select a previously saved *.dcf file
*Highlighted settings in RED will be different
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

22. General Navigation around ION Setup
Changes to the settings of an ION meter using ION Setup
Limitations to Measurement Canada Sealed meters (*ION 7700, ION 8600 and ION 8650)
ION Device Template provides a list of ‘locked modules’ on Revenue Sealed meters
Some changes can only be done with ION Setup or ION Designer and can not be done through the meter front panel
Changing Nameplate information
Setting Alarms / IO Controls
Setting SNTP / NTP Time Server
Changing CT / PT ratios
Through Front Panel
Program (7550/7650) / Alt Enter while in Test mode (86xx) / Setup Button (73xx)
Configure in Basic Setup > PT/CT setup
Through ION Setup
Open Setup Assistant
Configure in Basic Setup > PT/CT Ratio’s
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

23. General Navigation around ION Setup
Changes to the settings of an ION meter using ION Setup
Changing MeterTag1 and MeterTag2
Only can be done through ION Setup
Open Setup Assistant
Under ‘Basic Setup’ click on the ‘Nameplate Info’ tab
Click Edit for FAC1 Owner, FAC1 Tag1, FAC1 Tag2 (Factory 1 settings Owner info, Meter Tag1
Changing DST setting
Through the Meter’s Front Panel
Program (7550/7650) / Alt Enter while in Test mode (86xx) / Setup Button (73xx)
Configure in Time Setup > Clock Setup
Through ION Setup
Configure in ‘Clock’ settings > Timezone
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

24. General Navigation around ION Setup
How to send a settings file from a PC to the connected meter
Open ION Setup, Setup Assistant
Click on ‘Template’ Settings and on the ‘Send to Meter’ tab
Click on Send, and select from a previously saved *.dcf file to load on the meter
Firmware may be a mismatch but meter type must be the same (i.e. an ION 7700 framework will not successfully load on to an ION 7650)
How to perform a Firmware Update
Click on ‘Template’ Settings and on the Firmware Upgrade tab
Click on Upgrade to choose the *.upg file with the latest firmware you wish to install on the meter
This will reset all recorded data on the device – you can export the existing data before performing an update
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

25. General Navigation around ION Setup
Questions and Answers
Solution Sales Engineer (Design), Power Application Engineer (Commission), IPSS (Install), Metering Sales Team (Sales, Design, Customer Contact), Inside Sales Support (Factory Support), Technical Support (Factory Support), Power Management University (Training)

26. MCN Solutions Ltd.
181B – 64 Crowfoot Circle NW
Calgary, Alberta T3G 2T3
Ph: (403) Fax: (403)