Using the VMA1200 Balancing Tool (VBT) Software

LONWORKS Systems Manual 1162 VMA1200 Section Issue Date 0401

TECHNICAL BULLETIN

Using the VMA1200 Balancing Tool (VBT) Software ...... *3

Introduction...... *3

Key Concepts...... 4 Product Overview ...... *4 Navigation and Action Buttons...... *4 Units Selection ...... 6 Parameters Screen ...... 7 VMA Data Page...... 8 Temperature Setpoints Page...... *9 Flow Setpoints Page...... *10 Box Parameters Page ...... *11 Overrides Page ...... *12 Misc Setpoints...... *13 Balance Screen...... 14 Real Time Flow ...... *16 Two Gain Factors ...... 17 Procedure Overview...... *19

Detailed Procedures...... *20 Installing the VBT Software on a Palm Compatible Handheld Device...... *20 Connecting Using CablePRO ...... *23 Connecting Using CVTPRO ...... *25 Starting the VBT ...... 26 Stepping Through a Balancing Application ...... *26 Troubleshooting ...... 32

*Indicates those sections where changes have occurred since the last printing.

Using the VMA1200 Balancing Tool (VBT) Software

Introduction The Variable Air Volume Modular Assembly (VMA) Balancing Tool (VBT) software is a program that helps you balance Variable Air Volume (VAV) systems with Johnson Controls VMA1200 Series controllers. The software runs on Palm compatible handheld devices (Version 2.0 or higher operating system). In addition to automatically calculating correction factors, the Balancing Tool software is capable of commanding the VMA to desired flow setpoints, overriding some of the outputs for up to 30 minutes after the tool is disconnected, and correcting other configuration properties stored in the VMA.

IMPORTANT: If Configuration Properties (CPs) are changed using VBT software, they are saved only in the controller. M-Pro software (used to create VMA1200 controller applications) does not support a method to upload changes made using VBT software. If a controller is replaced and the application is re-downloaded from M-Pro software, changes to the CPs are lost. This document describes how to: • install VBT software on a Palm compatible handheld device • connect using CablePRO • connect using CVTPRO • start the VBT • step through a balancing application 4 VMA1200

Key Concepts

Product Overview The VMA Balancing Tool software provides a semi-automated method to balance VAV boxes controlled by VMA1200 Series controllers. The software runs on a Palm compatible handheld device, such as the Palm handheld unit or IBM Workpad. These devices allow data entry by touching the screen with a finger or stylus, or by writing numbers and letters on the device’s pad. Familiarize yourself with the use of a Palm compatible handheld device before you continue with this document. The Palm compatible handheld device connects to a room sensor through a CablePRO (AS-CBLPRO-2) or CVTPRO (AS-CVTPROx00-0) converter. See the Auxiliary Gear Technical Bulletin (LIT-6363080) for more information on these products. The Parameters screen and the Balance screen make up the two main sections of the software. In general, the various Parameters screens provide you with field data from the VMA. Setpoints are adjusted from these screens. The Balance screens provide you with a menu of tools to balance and calibrate the VMA load.

Navigation and Action Buttons This section describes the Navigation and Action buttons. Figure 1 shows an example screen with VBT Navigation and Action buttons. Table 1 lists the buttons and descriptions. Notes: If the field is underlined, it is a writeable field. If no underline exists, the field is read-only. If the field contains a string of asterisks, the controller is not configured for this parameter and the field cannot be written. The handheld unit does not continuously communicate with the VMA. Instead, the information is updated each time the user synchronizes the VBT with the VMA. Using the VMA1200 Balancing Tool (VBT) Software 5

Screen Title Tabs

FlowSetpoints Balance

100 63.57 700 300 200 FanMinFlw: 120 Synchronizes data with VMA. Nmnl Stp: 400 Stndby: 300 Exits the tool and calls the Application menu. The up and down arrows have the

C A Activates P S A R same function as P N L O pull-down LICATIO CULAT the Up and Down

menu. a b 3 buttons on the c 2 1 MENU FIND case, which is to Trace numbers move you to the on the keypad next or previous to enter them. screen. Touch either the letters or numbers to bring up their respective keyboard. Vbt1.cdr

Figure 1: Navigation and Action Elements

Table 1: Navigation Features and Action Buttons Feature/Button Description Applications Opens the Application menu. Use this to switch from the VBT application to another application. Menu Displays a pull down menu for navigation to another Parameters page. Touchpad Trace numbers on the keypad to enter them. Touch letters or numbers to bring up keyboards. Up Arrow Changes the screen to the previous Parameters page. As shown in Figure 1, the Up button functions the same as the up arrow on the VBT screen. Note: Any changes made to this page are lost if the up arrow or down arrow is selected without first selecting the Send Changes button. Down Arrow Changes the screen to the next Parameters page. As shown in Figure 1, the Down button functions the same as the down arrow on the VBT screen. Note: Any changes made to this page are lost if the up arrow or down arrow is selected without first selecting the Send Changes button. VMA Sync (Synchronization Icon) Causes the VBT to communicate with the VMA and update the displayed data. Note: Any changes made to a page are lost if the VMA Sync is selected without first selecting the Send Changes button. Send Changes Sends any parameter changes to the VMA. If you do not make any changes to a field, then touching the Send Changes button does nothing and does not process the request. Screen Title Tabs Toggles the display between the Parameters and Balance screens. 6 VMA1200

Units Selection The VBT software uses either SI (°C; liters/second; Pa) or English (IP [°F; cfm; inches W.C.]) units. Select the desired units in the Welcome screen that appears when the VBT software starts (Figure 2). Alternately, use the Overrides page to override the currently selected units. See Overrides Page in this section.

Welcome

Cancel Sync

Units: SI English

welcome

Figure 2: Welcome Screen with English (IP) Units Selected Using the VMA1200 Balancing Tool (VBT) Software 7

Parameters Screen Once the VMA communicates with the Balancing Tool software, the first page of the Parameters screens appears. Figure 3 shows a VMA Data page.

VMA Data Balance Neuron ID: FF FF FF FF FF FF Location Str: ****** Occupancy: Standby

View Actual Setpt Room Temp [F] 72.2 72.0 Air Flow [CFM] 800.0 810.0

Send Service Pin

VMAdata

Figure 3: VMA Data Page Table 2 lists the available Parameter Data screens and describes their content.

Table 2: Parameter Data Screens Page Description VMA Data Views current VMA status and allows Location String to be updated. Temperature Views and changes heating and cooling temperature Setpoints setpoints. Flow Setpoints Views and changes heating and cooling air flow setpoints. Box Parameters Views and changes VAV air balancing parameters. Overrides Temporarily overrides VMA outputs. Miscellaneous Allows values for carbon dioxide setpoint and thermostat Setpoints range to be set. 8 VMA1200

VMA Data Page The VMA Data Page displays VMA’s current measured temperature, and current measured airflow along with controller information. Table 3 describes the VMA Data page components shown in Figure 4.

VMA Data Balance Screen Title Neuron ID: FF FF FF FF FF FF Location Str: ****** Occupancy: Standby Working Area of Screen View Actual Setpt Sends Neuron ID to network. Room Temp [F] 72.2 72.0 Air Flow [CFM] 800.0 810.0 Synchronization Icon

Send Service Pin Touch these icons to advance to next Sends changes screen or return to to the VMA. previous screen. VMAdatacall

Figure 4: VMA Data Page

Table 3: VMA Data Page Components Component Description Neuron ID Displays unique Neuron ID assigned to the VMA. Location String Six character alphanumeric string describing physical location of the node. Occupancy Displays current operating mode. Room Temp Current temperature of the zone as sensed by the VMA. Air Flow Current airflow sent to the zone by the VMA. Send Service Pin Causes VMA to send its Neuron ID to the LONWORKS network. The VMA1200 LED (Light-Emitting Diode) also winks (blinks red service LED three times) as confirmation of contact with the VBT. Using the VMA1200 Balancing Tool (VBT) Software 9

Temperature Setpoints Page The Temperature Setpoints page provides a method to view and change the heating and cooling temperature setpoints. Table 4 describes the Temperature Setpoints page components shown in Figure 5.

Temp Setpoints Balance

Occupied: 72.0 Occupied: 70.1 Unoc: 65.0 Unoc: 75.2 Standby: 60.0 Standby: 60.0

tmpstpt

Figure 5: Temperature Setpoints Page

Table 4: Temperature Setpoints Page Components Component Description HEATING Temperature setpoint in Occupied Heating mode Occupied HEATING Unoc Temperature setpoint in Unoccupied Heating mode HEATING Standby Temperature setpoint in Standby Heating mode COOLING Temperature setpoint in Occupied Cooling mode Occupied COOLING Unoc Temperature setpoint in Unoccupied Cooling mode COOLING Standby Temperature setpoint in Standby Cooling mode 10 VMA1200

Flow Setpoints Page The Flow Setpoints page provides a method to view and change the heating and cooling airflow setpoints. Table 5 describes the Flow Setpoints page components shown in Figure 6. FlowSetpoints Balance

100 63.57 700 317.85 300 200 FanMinFlw: 120 Nmnl Stp: 400 Stndby: 300

Flwstpt

Figure 6: Flow Setpoints Page

Table 5: Flow Setpoints Page Components Component Description HEATING Min Flow Minimum flow setpoint in Heating mode HEATING Max Maximum flow setpoint in Heating mode Flow COOLING Min Minimum flow setpoint in Cooling mode Flow COOLING Max Maximum flow setpoint in Cooling mode Flow OA Occ Value used to calculate ratio of outdoor air required in Occupied mode: nvoRatioOAReq = OA Occ/Effective Flow Setpoint OA Unocc Value used to calculate the ratio of outdoor air required in Unoccupied mode: nvoRatioOAReq = OA Unnoc/Effective Flow Setpoint FanMinFlw Value used to set lower flow limit that causes the parallel flow fan to turn on Nmnl Stp Nominal Flow setpoint. This value is used to calculate nvoFlowSetpoint: nvoFlowSetpoint = Effective Flow Setpoint/NmnlStp Stndby Minimum flow setpoint in Standby mode Using the VMA1200 Balancing Tool (VBT) Software 11

Box Parameters Page The Box Parameters page provides a method to view and change VAV air balancing parameters such as area, flow coefficient, and K-factor (Pickup Gain). The Balance screen can also adjust the Pickup Gain. Table 6 describes the Box Parameters page components shown in Figure 7.

Box Parameters Balance

Area: 1.40 [sq. Ft]

Pickup Gain - 1 2.25

Pickup Gain - 2 20 e-4

Direction to Close: CCW (Normal) (Polarity) CW (Reverse)

Boxparam

Figure 7: Box Parameters Page

Table 6: Box Parameters Page Components Component Description Area Area of the VAV box used by the VMA to calculate flow from differential pressure. Pickup Gain - 1 Pickup Gain - 1 is the correction factor (K-factor) used by the VMA to calculate flow from differential pressure. Pickup Gain - 2 Pickup Gain - 2 is the correction factor (K-factor) used by the VMA to calculate flow from differential pressure when the flow is calculated using two calibration points. This value is zero if not using two point gain calculations. This value is multiplied by 10-4 when it is sent to the VMA. ∆P Flow = 1289 • Area • PickupGain1+ ()PickupGain2 • ∆P (Where 1289 is the constant used for calculations in International Standard [SI] units. Use 4005 for English [IP] units.) Direction to Close Read or change the direction of the actuator using the (Polarity) Direction to Close (Polarity) component. 12 VMA1200

Overrides Page The Overrides page provides a method to temporarily override the outputs of the VMA. The overrides are in effect until they are released by a command from the VBT, or until 30 minutes after the handheld unit is disconnected from the VMA. Table 7 describes the Overrides page components shown in Figure 8.

Overrides Balance

Flow 1059.50 Sec Ht PV: 0.00

Dmpr Pos: 75.5 Pri Ht PV: 0.00

Flow SP: 635.70 Flow ovrd: 200 Units

Flow Unit: [CFM] On Off VAV Mode: Cool

Override

Figure 8: Overrides Page

Table 7: Overrides Page Components Component Description Flow Last flow measured by the VMA Dmpr Pos Present position of the actuator within the VMA (0-100%) Flow SP Present flow setpoint Sec Ht PV Secondary Heat Present Value Pri Ht PV Primary Heat Present Value Flow Ovrd Flow override Units Menu allows you to select units of measure for each display. Select English (IP) or SI units. Note: This option overrides the units for the current balancing session. Alternately, use the Welcome screen to change units. See Units Selection in this section. Flow Unit Displays units in which flow values are currently shown. VAV Mode Current control state of the VMA Fan Present state of the VAV box fan connected to the VMA Using the VMA1200 Balancing Tool (VBT) Software 13

Misc Setpoints The Misc Setpoints page contains data that may be useful for VMA commissioning. Table 8 describes the Misc Setpoints page components shown in Figure 9. Misc Setpoints Balance

CO2 Limit: 140.0

T-Stat Max SP: 5.00 [F] [Rel]

T-Stat Min SP: -5.00 [F] [Rel]

Miscstpt

Figure 9: Misc Setpoints Page Components

Table 8: Misc Setpoints Page Components Component Description CO2 Limit For applications monitoring CO2 levels, this limit defines high limit CO2 setpoint for controlled space. T-Stat Max SP Sets temperature limit above the setpoint. T-Stat Min SP Sets temperature limit below the setpoint.

IMPORTANT: Depending on type of sensor used, the T-Stat values may be relative (Rel [e.g., +/-5 deg]) or absolute (Abs [e.g., 65/85 deg.]). For the TMZ1600, the values must always be absolute. If the VBT is set for English (IP) units and the T-Stat Min SP is a negative value, the VBT automatically coverts the value to a relative value. You must know what is appropriate for your application. If a negative value is entered for an application that is set for absolute, you may have unexpected results. 14 VMA1200

Balance Screen The Balance screen assists you in determining the correct pickup gain for a particular VAV box. Using the Balancing Action Menu, you command the VMA to position the damper to its minimum or maximum flow settings. Then the software automatically calculates the pickup gain based on the current controller values and the actual flow measurement (flow hood reading) as entered by the balancer. The VBT can calculate the correct pickup gain for the minimum flow, maximum flow, or the average of the two flow readings. The VBT also has a built-in procedure for calculating a two point gain, where values are used from both the minimum and the maximum flow settings. Figure 10 shows the Balance screen components. Param Balancing Action Menu Flow Information Measured Summed Values Min+ C 0.00 0.00 Max+ C 0.00

Pickup Gain at Min Flow: *** Use Scroll Pickup Gain at Max Flow: *** bar to view Pickup Gain Average: *** additional User Est. Pickup Gain: *** balancing data. VMA Flow: 1059.50 DeltaP: 0.12

Balscr Figure 10: Balance Screen The balancing process begins by issuing commands from the Balancing Action Menu. In this menu, you select actions that the VMA performs. Then you record data in the Balance screen and let the Balancing Tool software calculate pickup gains. Using the VMA1200 Balancing Tool (VBT) Software 15

Balancing Action Menu Touching the Balancing Action Menu on the Balance screen (Figure 11) pops up a menu from which you can select commands to perform balancing functions. These functions are described in Table 9.

Param NoBalancing Action Action Menu FlowDrive Information Box Closed Auto Zero Pressure Sensor Measured Summed Values Drive Box to Min Occ Flow Drive Box to MaxMin+ Occ FlowC 0.00 Drive Box to Requested Flow 0.00 Max+ Release C 0.00 Calculate Two Pt. Gains Pickup Gain at Min Flow: Save Min Flow Pickup Gain*** Pickup Gain at Max Flow: Save Max Flow Pickup Gain*** PickupSave GainAve PickupAverage: Gain *** UserSave Est. Balncr’s Pickup PickupGain: Gain *** Save Two Pt. Pickup Gains VMA Flow: 1059.50 DeltaP: 0.12

Balmenu

Figure 11: Balancing Action Menu Options Screen

Table 9: Balancing Action Menu Options Menu Option Description No Action (Default) Use this to exit the Balancing Action Menu. Drive Box Closed Commands the VMA to close the box completely. Auto Zero Pressure Sensor Commands the VMA to close the box completely and auto zero the internal pressure sensor. Drive Box to Min Occ Flow Commands the VMA to drive the box to the minimum occupied flow setpoint. Locate the value of the minimum occupied flow setpoint on the Flow Setpoints screen. Drive Box to Max Occ Flow Commands the VMA to drive the box to the maximum occupied flow setpoint. Locate the value of the maximum occupied flow setpoint on the Flow Setpoints screen. Drive Box to Requested Displays a flow override dialog, which allows you to command the VMA to a Flow desired flow value. Release Commands the VMA to release any airflow override command and return to normal operation. Calculate Two Pt. Gains Commands the VMA to step the user through the two point gain calculation procedure. See Recording Data into the Balance Screen section for details. Save Min Flow Pickup Gain Writes the calculated Min Flow Pickup Gain to Pickup Gain - 1, and a zero to Pickup Gain - 2. Find the Min Flow Pckp Gn on the Balance screen. Save Max Flow Pickup Gain Writes the calculated Max Flow Pickup Gain to Pickup Gain - 1, and a zero to Pickup Gain - 2. Find the Max Flow Pckp Gn on the Balance screen. Save Avg Pickup Gain Writes the calculated Ave Pickup Gain to Pickup Gain - 1, and a zero to Pickup Gain - 2. Find the Avg Pickup Gain on the Balance screen. Save Balncr’s Pickup Gain Writes the Estimated Pickup Gain to Pickup Gain - 1, and a Zero to Pickup Gain - 2. Find the Balncr’s Estimatd Pckup Gn on the Balance screen. Save Two Pt Pickup Gains Writes the Pickup Gain-1 and Pickup Gain-2 terms calculated in the Two Gain Factors section. 16 VMA1200

Recording Data into the Balance Screen Table 10 describes the methods to record each type of data into the Balance screen.

Table 10: Data Recording Methods Method Description Measured Measure and enter the flow at each diffuser into this field (see Figure 10). Press the plus (+) Flow button next to either the Min Flow field or Max Flow field (depending on what you are measuring). This adds the Measured Flow field to either the Minimum Flow or Maximum Flow totals. This procedure continues until all of the diffusers are measured. These totaled flows are used to calculate the Minimum/Maximum/Average gain values. Each time you press the Min+ or Max+ keys, the VBT calculates a new gain factor. The Min/Max/Average fields show the calculated values. The following equation shows how the VBT makes these calculations: Pickup Gain 1 at Min/Max/Ave = ∆P * (C * A / Flow)2 Where: ∆P = VMA ∆P min/max flow (shown in Balance screen). A = Area of VAV box used by the VMA to calculate flow from different pressure (shown in Box Param screen). Flow = Either the summed Min Flow, summed Max Flow, or the Average of the summed Min and Max Flow. C = The constant that is used for Gain calculations (its value is 1289 for SI units and 4005 for English [IP] units). User Est. You can enter a value into the User Est. Pckup Gain, which can be sent to the VMA by Pckup Gain selecting Save Balncr’s Pickup Gain from the Balancing Action Menu. VMA Flow Last flow reading calculated by the VMA. You cannot change this item using the VBT. Delta P Last differential pressure reading read at the VBT. You cannot change this item using the VBT.

Real Time Flow The Real Time Flow dialog box (Figure 12) indicates that the VMA controller is attempting to satisfy a requested change in the flow setpoint. This Real Time Flow dialog box appears in the: • Parameters screen, on the Overrides page, when a new Flow SP is sent to the VMA. • Balance screen, when the Drive Box Closed action is selected. • Balance screen, when the Auto Zero Pressure Sensor action is selected. • Balance screen, when the Drive Box to Min Occ Flow action is selected. • Balance screen, when the Drive Box to Max Occ Flow action is selected. • Balance screen, when the Drive Box to Requested Flow action is selected. Using the VMA1200 Balancing Tool (VBT) Software 17

The Command Status section of the dialog box indicates the current status of the flow command. When the command completes, an OK button appears on the bottom of the screen. Clicking the OK button returns the VBT to the previous screen. While the Flow Override dialog box is active, the three items on the top of the dialog box - Current Flow, Requested Flow, and Damper Position - are continuously updated.

Real Time Flow Current Flow : 0.00 Requested Flow : 350.00 This bar graph Damper Position: 0.00 reports the real time status Driving to requested Command Status of the damper flow. Please wait. Section position.

Damper Position

vmatb14.cdr

Figure 12: Real Time Flow Dialog Box

Two Gain Factors Use the Two Gain Factors screen to calculate and write the Gain factors to the VMA (Figure 13). Components of this screen are described in Table 11.

Two Gain Factors

Min Max

Flow: *** ***

Measured Flow: 0.00 0.00

Delta P: 0.02 0.10

Units: [CFM] [CFM]

Cancel

Gain 1: *** Gain 2: *** e-4

Twogain

Figure 13: Two Gain Factors Screen 18 VMA1200

Table 11: Two Gain Factors Screen Components Component Description Min Flow Flow measured by the VMA when the actuator reached the position corresponding to Cooling Min Flow value Min Measured Total flow measured at the diffusers when the actuator reached the position Flow corresponding to Cooling Min Flow value Min Delta P Value of velocity pressure when the actuator reached the position corresponding to Cooling Min Flow value Max Flow Flow being measured by the VMA when the actuator reached the position corresponding to Cooling Min Flow value Max Measured Total flow measured at the diffusers when the actuator reached the position Flow corresponding to Cooling Max Flow value Min Delta P Value of velocity pressure when the actuator reached the position corresponding to Cooling Max Flow value Command Context sensitive button. When task is successful, the text and function of the command button changes to the next command. If commanded task does not succeed, the function of the Command button remains the same so you can reissue the command. These are the functions controlled by the Command button: Drive to Min Drives the actuator to reach Cooling Min Flow. Drive to Max Drives the actuator to reach Cooling Max Flow. Calculate Calculates gain values. Send Sends the calculated values to the controller. Cancel Cancels the two gain calculation process and returns to the Balance screen. Does not send changes to the VMA. Gain-1 Calculated Gain-1 value used to calculate flow dependent on amplification properties of flow pickup sensor. Gain-1 is calculated when the Command button is set to Calculate. Gain-1 value is calculated using this equation: Pckup Gn 1 = ∆Pmin *[ (C * A / Min Flow)2 – m] Where: ∆Pmin = VMA ∆Pmin at Cooling Min Flow value (shown in the Two Gain Factors screen) A = Area of the VAV box used to calculate flow from different pressure (shown in the Box Parameters screen) Min Flow = Min Flow entered in Balance screen (shown in the Two Gain Factors screen) C = Constant used for Gain calculations (C=1289 for SI units) m = Pickup Gain-2 Gain-2 Calculated Gain-2 value used to calculate flow dependent on amplification properties of flow pickup sensor. Gain-2 is calculated when the Command button is set to Calculate. Gain-2 value is calculated using this equation: 2 2 Pckup Gn2 = (C * A) / (∆Pmax - ∆Pmin) * [ (∆Pmax / Max Flow) - (∆Pmin / Min Flow)] Where: ∆Pmin = VMA ∆Pmin at Cooling Min Flow value (shown in the Two Gain Factors screen) ∆Pmax = VMA ∆Pmax at Cooling Max Flow value (shown in the Two Gain Factors screen) Min Flow = Min measured Flow entered in Balance screen (shown in the Two Gain Factors screen) Max Flow = Max measured flow entered in Balance screen (shown in the Two Gain Factors screen) C = Constant used for Gain calculations (C=1289 for SI units) A = Area of VAV box used by the VMA to calculate flow from different pressure (shown in the Box Parameters screen) Using the VMA1200 Balancing Tool (VBT) Software 19

Procedure Overview

Table 12: VMA Balancing Tool (VBT) Software To Do This Follow These Steps: Install the VBT Software on a 1. Download the VBT software to the Palm compatible handheld device. Palm Compatible Handheld 2. Connect the Palm compatible handheld device to the PC (Personal Device Computer) and run the PalmPilot Install Tool according to the instructions in the device documentation. The Install Tool dialog box appears on your PC. 3. Click on the Browse… button. The Open dialog box appears. 4. Select the VBT_1200.prc file. 5. Click the Open button. The Install Tool dialog box reappears with VBT_1200.prc in the File name field. 6. Press the Install… button. This prepares the file for transfer via the HotSync® function, and prompts you with a dialog box asking whether you want to install another file. 7. Press the Exit button. 8. On the Palm compatible handheld device, select the HotSync function. The HotSync Progress screen appears. 9. After the HotSync function is completed, close the dialog box. Connect Using CablePRO Connect the Palm compatible handheld device to a Palm V Travel Kit cable (for the Palm V) or Palm HotSync cable (for all other models). Connect the Palm HotSync/Travel Kit cable to the null modem adapter. Connect the null modem adapter to the DF9M/DB9M gender changer. Connect the gender changer to a CablePRO (AS-CBLPRO-2). Connect Using CVTPRO Connect the Palm compatible handheld device and CVTPRO as shown in Figure 19. Start the VBT Choose the Balancer Tool icon. In the Welcome screen, select SI or English (IP) units. Select Sync. Step Through a Balancing Connect to the room sensor and synchronize data so the VBT can access Application VMA data. Check and correct application parameters by comparing the flow and temperature setpoints in the VMA to the room schedule and make corrections. Drive box closed to measure box leakage. Auto zero the VMA pressure sensor. Measure the minimum flow. Measure the maximum flow. Update the VMA with a new pickup gain value. Spot check the flow. Disconnect from the VMA. 20 VMA1200

Detailed Procedures

Installing the VBT Software on a Palm Compatible Handheld Device Note: Before installing the VBT software, make sure the Palm compatible handheld device software is installed on your Personal Computer (PC), and verify that the device is properly configured to perform the HotSync function with your PC. Refer to the Palm compatible handheld device documentation.

Downloading and Expanding VBT Software To load VBT software: 1. Download the VBT software. The tool is in a self-extracting file called VBT_1200.exe. 2. Copy the file to an empty directory on your PC’s hard disk. 3. Open the file. The VBT software expands to create two files: • VBT software (VBT_1200.prc) • User’s manual (userman.doc) Note: The userman.doc is a Microsoft Word document (Version 6.0 and above).

Transferring to the Palm Compatible Handheld Device To transfer VBT software to the Palm compatible handheld device: 1. Connect the Palm compatible handheld device to the PC. 2. In Windows Explorer, double-click VBT_1200.prc. The PalmPilot Install Tool dialog box opens. 3. Run the PalmPilot Install Tool (Figure 14). See Palm compatible handheld device documentation for details. Using the VMA1200 Balancing Tool (VBT) Software 21

Type the name of the file to install on your PalmPilot.

File Name: Browse...

User Name: John Jones

Install... Eitx

vmatb15.cdr

Figure 14: PalmPilot Install Tool 2.0 Dialog Box Note: The User Name must correspond to the User Name of the Palm compatible handheld device or the file does not download. 4. Click the Browse button. The Open dialog box appears (Figure 15).

Open

Look in: Balancer’s Tool

Balancer Tool Data Resource.frk Rsc Src VBT_1200.prc

File name: VBT_1200.prc Open

Files of t ype: PalmPilot Databases (*.prc;*.pdb) Cancel

Vbtopen

Figure 15: Open Dialog Box 5. Locate and select the VBT_1200.prc file. 6. Click the Open button. The Install Tool dialog box reappears with VBT_1200.prc in the File name field. 7. Press the Install… button on the PalmPilot Install Tool screen. 8. Press the Exit button. This prepares the file for transfer via the HotSync function, and prompts you with a dialog box indicating that the file is installed the next time the HotSync function is performed (Figure 16). 22 VMA1200

Ready to Install

File is ready to install. The next time you HotSync it will be loaded on your PalmPilot.

OK Cancel

vmatb17.cdr

Figure 16: Ready to Install Dialog Box 9. Press the OK button. 10. On the Palm compatible handheld device, select the HotSync function. The HotSync Progress screen appears (Figure 17).

HotSync Progress

Status: Determining PalmPilot configuration User: John Jones

Cancel

vmatb18.cdr

Figure 17: HotSync Progress Dialog Box 11. After the HotSync function is completed, close the dialog box. 12. Disconnect the Palm compatible handheld device from the PC. Using the VMA1200 Balancing Tool (VBT) Software 23

Connecting Using CablePRO The cable setup is done once at the start of any balancing session. See Figure 18 for more details. To connect using CablePRO: 1. Connect the Palm compatible handheld device to either a Palm V Travel Kit cable (for the Palm V) or a Palm HotSync cable (for all other Palm compatible handheld device models). 2. Connect the cable to the DB9M/DB9F Null Modem Adapter. 3. Connect the other end of the Null Modem Adapter to the DB9M/DB9M Gender Changer. 4. Connect the Gender Changer to CablePRO (AS-CBLPRO-2). Note: The following models are known to be compatible with the VBT: • PalmPilot™ Personal • PalmPilot Professional • Palm II • Palm IIIe • Palm IIIx • Palm V 24 VMA1200

Palm Compatible Handheld Device

Palm V Travel Kit Cable (Palm V only) or HotSync Cable (all other models) (Order Separately)

DB9M/DB9F Null Modem Adapter (Order Separately)

TE-6x00 or TMZ1600 Connection DB9M/DB9M Gender Changer (Order Separately)

Insert the phone jack cable connection of the CablePRO into 6-pin to 6-pin the TE-6x00, Cable TMZ1600, or VMA1200 other compatible room sensor.

CablePRO

vbtpb4.cdr

Figure 18: Connections Using CablePRO See Table 13 for replacement part numbers for the cables from Palm, Inc. shown in Figure 18.

Table 13: Cables from Palm, Inc. for CablePRO Connections Part Name Palm Part Number Palm V Travel Kit cable (for Palm V) 10413U HotSync cable (for all other Palm compatible 10104U handheld device models) Using the VMA1200 Balancing Tool (VBT) Software 25

Connecting Using CVTPRO To connect using CVTPRO: Connect the Palm compatible handheld device and CVTPRO as shown in Figure 19. For more information on using CVTPRO, see the Auxiliary Gear Technical Bulletin (LIT-6363080).

Palm Compatible Handheld Device

RS-232 Port

CVTPRO (Palm V Requires Adapter) TE-6x00 or TMZ1600 Connection

Zone Bus/ Insert the phone jack N2 Bus Port cable connection of External RJ11 Jack 6-pin to 6-pin the CVTPRO into Power 6-pin Cable the TE-6x00, Source TMZ1600, or VMA1200 other compatible room sensor.

CVTPRO connect

Figure 19: Connections Using CVTPRO 26 VMA1200

Starting the VBT To start the VBT: 1. Choose the Balancer Tool icon (Figure 20). The Welcome screen appears (Figure 21).

VBT-1200

vmatb2.cdr

Figure 20: Applications Button and Balancer Tool Icon on a Typical Handheld Unit Screen

Welcome

Cancel Sync

Units: SI English

welcome

Figure 21: Welcome Screen 2. Select either SI or English (IP) units. Note: To change units once the VBT is running, use the Overrides page to override the current selection. 3. Select Sync to start the VBT and initiate communication with the VMA1200. Alternately, click on Cancel to start the VBT without establishing communication with the VMA1200.

Stepping Through a Balancing Application This section is an overview for balancing an application. Refer to the following sections for detailed instructions for each step. To step through a balancing application: 1. Connect to the room sensor and synchronize data so the VBT can access VMA data. 2. Check and correct application parameters by comparing the flow and temperature setpoints in the VMA to the room schedule and make corrections. 3. Auto zero the VMA pressure sensor. 4. Drive box closed to measure box leakage. Using the VMA1200 Balancing Tool (VBT) Software 27

5. Drive box to Minimum Occupied Cooling CFM. 6. Drive box to Maximum Occupied Cooling CFM. 7. Calculate Pickup Gain and adjust parameters. 8. Spot check Flow within minimum/maximum range. 9. Release overrides. 10. Disconnect from the VMA.

Connecting to a Room Sensor and Synchronizing Data Connect to the room sensor to allow the Balancing Tool access to the VMA’s data. To connect and synchronize data: 1. Insert the telephone plug on the CablePRO or CVTPRO into the phone jack on the face of the room sensor. 2. Select the Balancer Tool application. 3. Touch the Sync button. The VBT displays the VMA HotSync screen (Figure 22).

VMA HotSync

Please Wait

vmatb4.cdr

Figure 22: VMA HotSync Screen Note: The following steps illustrate a typical method of balancing a VAV box using the VMA Balancing Tool software. Your application may require different steps.

Checking the Application Parameters After the data is transferred, the VBT displays the Parameters screen. Use this screen to compare flow and temperature setpoints in the VMA to the room schedule. If the settings are not correct, change them using the following steps: 1. Enter the correct values in the VBT by selecting the setpoint, then either by selecting the keyboard and touching the numbers, or by selecting hand script and writing the numbers on the pad. 2. Press the Send Changes button. Once parameter updates have been sent to the VMA, the Archive/Release button displays at the bottom of each Parameters screen. 28 VMA1200

Auto Zeroing the VMA Pressure Sensor Auto zero the velocity pressure sensor. To do this: 1. Select Auto Zero Pressure Sensor from the Balancing Action Menu. This causes the VMA to close the VAV box and measure the differential pressure. It then adjusts the AI offset to make the sensor read 0.0. 2. Wait for the action to complete. This may take three minutes or more. When the auto zero is complete, the Auto Zero Complete Command Status displays and a beep sounds.

Driving the Box Closed to Measure Box Leakage Change the display to the Balance screen, then measure and record leakage from a Balancer Hood. To do this: 1. Select the Switch to Balance button at the top of the screen. 2. From the Balancing Action Menu, select Drive Box Closed. When the box is closed, the Command Status for Action Complete displays and a beep sounds. 3. When the VAV box is closed, measure the flow from the diffusers connected to the box and record this information in the balancing report (paper record kept by contractor). If the measured flow is not near zero, then the damper may not be fully closed. Check the damper installation for obstructions. Using the VMA1200 Balancing Tool (VBT) Software 29

Driving Box to Minimum Occupied Cooling CFM After the VMA has been auto zeroed, balance the VAV box. To do this: 1. Command the VMA to seek the Min Occupied Flow Value (found on the Parameters screen). Select Drive Box to Min Occ Flow from the Balancing Action menu. The Balancer Tool software monitors the flow reading and determines when fluctuations in pressure have settled by waiting for a flow error of less than 5%. When the requested flow is attained, the Flow Override Complete Command Status displays, and a beep sounds. Note: If the requested flow cannot be attained within 105 seconds, the Action Failed Command Status displays and a beep sounds. Upon failure, try to repeat the overrides. Some VAV configurations may require additional time if commanding from Max Flow to Min Flow (or vice versa) conditions. 2. If successful, read the actual flow from the flow hood and enter this information as the value to the Min Flow item. 3. If you need to measure more than one diffuser, enter flow readings from each diffuser into Measured Flow. Press the plus sign next to Min Flow to add a flow to the existing Min Flow value. The VBT uses this data to calculate the Min Flow Pckup Gain and Avg Pckup Gain items. At this point, you normally determine the pickup gain at Max flow. If you decide to skip this step, immediately update the VMA with the new pickup gain. Note: The VBT does not calculate a new Min Flow Pckup Gn until the + button on the Min Flow item is clicked. 30 VMA1200

Driving Box to Max Occupied Cooling CFM After you measure the Min Flow, balance the Max Flow. Follow these steps: 1. Command the VMA to seek the Max Occupied Flow value (found on the Parameters screen). Select Drive Box to Max Occ Flow from the Balancing Action menu. The Balancer Tool software monitors the flow reading and determines when fluctuations in pressure have settled by waiting for a flow error of less than 5%. When the requested flow is attained, the Flow Override Complete Command status displays and a beep sounds. Note: If the requested flow cannot be attained within 105 seconds, the Action Failed Command Status displays and a beep sounds. Upon failure, try repeating overrides. Some VAV configurations may require additional time if commanding from Max Flow to Min Flow (or vice versa) conditions. 2. If successful, read the actual flow from the flow hood and enter this information as the Max Flow value. 3. If you need to measure more than one diffuser, enter flow readings from each diffuser into the Measured Flow item. Pressing the plus sign next to the Max Flow item adds a flow into the existing Max Flow value. The VBT uses this data to calculate the Max Flow Pckup Gn and Avg Pckup Gn items. Note: The VBT does not calculate a new Max Flow Pckup Gn until the + button is pressed on the Max Flow item.

Calculating Pickup Gain and Adjust Parameters After determining the pickup gain at the minimum and maximum flow setpoints, update the VMA with a new pickup gain value: Send any of these values to update the VMA: • Pickup gain calculated at Min Flow • Pickup gain calculated at Max Flow • Average of pickup gain at Min and Max • Other pickup gain value Save the values by selecting the Save option for the value you are sending from the Balancing Action menu (i.e., to send Min Flow pickup gain, select Save Min Flow Pickup Gain). When the pickup gain value is accepted by the VMA, the Balancing Tool retrieves new data from the VMA and a beep sounds. Using the VMA1200 Balancing Tool (VBT) Software 31

Spot Checking Flow within Min/Max Range You may wish to check one or more flow points on the VAV box curve. To spot check: 1. Select the Drive Box to Balancer’s Request Flow command from the Balancing Action menu. The Balancing Tool software monitors the damper position to determine when the damper has settled out. The VBT then checks to see if the new flow valve is within 5% of the requested value. When the requested flow is attained, the Action Complete Command Status displays and a beep sounds. Note: If the requested flow cannot be attained within 105 seconds, the Action Failed Command Status displays and a beep sounds. Resend the override. 2. If successful, read the actual flow from the flow hood and enter this information on your balancing report (not part of the VBT). 3. After completing your check, select the Release Requested Flow command from the Balancing Action menu. When the release is accepted, the VBT resynchronizes its data with the VMA. If you do not complete this step, the last requested flow override is held for the next 30 minutes.

Disconnecting the Cable from the VMA Once the balancing is complete, disconnect the CablePRO or CVTPRO from the room sensor and proceed to the next box. 32 VMA1200

Troubleshooting

Table 14: VBT Frequently Asked Questions Question Answer What does Sync mean? The VMA Balancing Tool (VBT) only sends or receives data from the VMA when the Sync button is pushed. How can you tell which points are If the parameter is underlined, it is a writeable field. If the parameter read only vs. those that can be has no underline, it can only be read. both read and written? When does the VMA Balancing The VMA Balancing Tool software synchronizes only when the Sync Tool (VBT) software synchronize button is touched. data? Why aren’t my changes being You must touch the Send Changes button before you leave the saved in the VMA by the VBT? screen. Why isn’t the pickup gain The VBT won’t calculate the pickup gain if the VMA flow reading is calculated after entering values zero. It only calculates the gain after either the Drive Box to Min Occ into Min Flow or Max Flow? Flow or Drive Box to Max Occ Flow Balancing Action Menu command is completed. Why am I getting an Action Pressure fluctuations causing greater than 5% flow error after Failed message when trying to 105 seconds causes the action to fail. Resend the override. drive to Min cfm or drive to Max cfm? Why isn’t the CablePRO light The CablePRO LED only blinks when the VBT is sending or receiving blinking when the VMA pilot and information. controller is connected? Why doesn’t the Send Changes Send Changes does not reissue or resend the same command twice. button work? If you make a change and the VMA can’t reach the override, then you must release the override first, then make changes again. When should I use Sync vs. Send Send Changes writes any changes made by the Balancing Tool Changes? software to the VMA; Sync reads the values from the VMA into the Balancing Tool software.

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