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Powerhouse Dynamics SiteSage Installation Manual

Gateway and energy monitor
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Installation Guide
Last Update - December, 2014

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  • Page 1 Installation Guide Last Update - December, 2014...

  • Page 2: Installation Process: Quick Overview

    SiteSage components. electrician. Step 3: Plug in the SiteSage Gateway at a secure location within about 30 feet of the electric panels to be monitored, and connect it to the broadband Internet network in the facility. SiteSage can be connected either by Wi-Fi or via a wired Ethernet connection, as described in Section 2.

  • Page 3: Table Of Contents

    2.2 Connecting to the Internet ................... 7 3. Installing a SiteSage Energy Monitor ................. 12 3.1 Channel Setup Worksheet ..................12 3.2 Installing the SiteSage Energy Monitor Components ..........17 3.3 Installation of Other Sensors ..................25 4. Installing SiteSage Smart Thermostats ................26 5.

  • Page 4: Important Safety Information

    208v or 480v service normally found in North America. It is not suitable for 230V 50Hz service commonly found in other regions of the world. (This version of SiteSage also does not support 346/600V service still in use in parts of Canada).

  • Page 5: Introduction To Sitesage

    This Installation Guide addresses the hardware components most likely to be included. Additional documentation may be required if other components are being added. The SiteSage Energy Monitors and Smart Thermostats connect wirelessly to the SiteSage Gateway, which in turn connects to the broadband infrastructure in the facility. This document covers the tasks of connecting the Gateway, installing the Energy Monitors, and configuring the system as a whole and the Energy Monitors and Smart Thermostats specifically.

  • Page 6: Setting Up The Sitesage Gateway

    Ethernet or Wi-Fi, and provides the connection to the SiteSage Portal. It uploads data on a minute by minute basis and brings back new settings or commands. It is a small device (5.25” x 3.25” x 1.5”) that can be mounted on the wall or placed on a table, ideally within about 30 feet of the electric panels it is connecting to.

  • Page 7: Connecting To The Internet

    DATA, will turn red for 2 seconds when a SiteSage Energy Monitor or Controller (described in a separate document) is trying to pair with the Gateway. SiteSage will not be able to successfully communicate until the Gateway has been connected to the Internet...
  • Page 8 Gateway; it should have a Wi-Fi or Ethernet label). If you need to change a Gateway from Ethernet to Wi-Fi, or vice versa, contact SiteSage Support (support@sitesage.net). As long as the Gateway can be connected to the Internet, new firmware can be downloaded to change the connection method.
  • Page 9 STEP 2 (Wi-Fi; Ethernet for Proxy Server and Static Address) Enter the address http://169.254.1.1/netcfg.htm in a browser window. The page shown to the right which is part of the SiteSage Embedded Web Server, will load. Press Configure and the page will change to let you set your configuration parameters.
  • Page 10 Sitesage.net/setup, log in, and enter the Gateway’s Serial # (found on the back of the Gateway), which will return the then current IP address. (Registration and Configuration is described in Section 5). At any time you can also find the IP address by looking at the router’s list of DHCP entries (using the MAC address of...
  • Page 11 SiteSage Energy Monitors. Try moving the Gateway closer to electric panel. If that does not work, try power cycling the SiteSage Energy Monitor, by flipping the breaker for the circuit that powers it. If that does not work, try power cycling the Gateway (which will then need to be reconnected to the Internet).

  • Page 12: Installing A Sitesage Energy Monitor

    3. Installing a SiteSage Energy Monitor The SiteSage Energy Monitor is designed to capture data on electrical usage of potentially all the circuits inside a facility. It consists of a set of sensors, known as Current Transformers (CTs) and a set of small components, referred to as “Pods”, to which the sensors are attached. Each installation of the SiteSage Energy Monitor will have 1 electricity Pod (ePod), which can accommodate up to 15 CTs and communicates wirelessly with the Gateway.
  • Page 13 Channel Setup Worksheet. An Authorized SiteSage Channel Partner can provide additional sensors in the sizes required. In some cases, 150-Amp CTs may be too small for the Mains, or may not be able to be installed given the way the Mains are configured.

  • Page 14: Channel Setup Worksheet

    SiteSage components it is suggested that the labels on each circuit breaker be verified if at all possible. (Once SiteSage is installed and configured it is possible to use the system to help identify miss-labeled circuits)).
  • Page 15 Because the voltages can vary across the phases, SiteSage may be slightly less accurate in a Delta configuration. It is not recommended to install SiteSage with Delta High Leg B or Corner Grounded configurations.
  • Page 16 Once the Worksheet is used for the Configuration part of registration, a copy should be kept by the Authorized SiteSage Channel Partner for support © 2014 Powerhouse Dynamics, Inc.

  • Page 17: Installing The Sitesage Energy Monitor Components

    3.2.2 Connecting the Power Cable SiteSage is designed to be powered by a 15A or 20A breaker. It will probably be easier to install the Power Cable before you connect all of the sensors. However, do not power up the Energy Monitor ePod until all of the xPods have been fully installed and connected.
  • Page 18 Neutral Bar. Dealing with 480-Volt Power The SiteSage Energy Monitor runs off 120-Volt power. If the electric panel in which you are installing SiteSage has 480-Volt power, you need a small transformer (available from an Authorized SiteSage Channel Partner), which converts 277V to 120V.
  • Page 19 Repeat this step for installing the second 150-Amp sensor around the second incoming power line. For 3-Phase power, take the individual 150-Amp CT and attach it to the 3rd incoming power line, as shown above. © 2014 Powerhouse Dynamics, Inc. Page 19...
  • Page 20 Please pay close attention to when to use a 50-Amp or 20-Amp sensor, as described below. Start with the 12 circuits that will be attached to the SiteSage ePod. When you have attached the sensors to the circuits and associated Channels, you can begin installing the sensors that will be attached to the xPod(s).
  • Page 21 – in order to fit neatly in the breaker panel. This will often be the case when installing sensors in narrow breaker panels. Fill out the Channel Setup Worksheet as you install each sensor. © 2014 Powerhouse Dynamics, Inc. Page 21...
  • Page 22 3.2.4 Optional PV Solar/Wind Turbine (or Other Generating Device) Monitoring If the associated Software License includes renewables monitoring, SiteSage can also be used to measure the power produced from an electricity-generating unit, such as a solar PV system or a wind turbine.
  • Page 23 A sensor wire plug is shown above. It is best practice to add a label to each sensor wire that corresponds to the numbered Channel port on the SiteSage ePod and xPods. This way if there is a need to replace a component, it is easy to figure out where the sensors should plug in.
  • Page 24 Power Cable attached to ePod xPod attached to ePod IMPORTANT: There is a serial number on the bottom of the SiteSage ePod. You should have recorded this number on the Setup Worksheet, and it is needed to register and configure the unit, so please make sure it has been recorded before you mount the ePod and close the panel.

  • Page 25: Installation Of Other Sensors

    You can now close the circuit panel and turn the Main power back on. 3.3 Installation of Other Sensors The installation of other sensors is addressed in the Appendices of this Installation Guide. © 2014 Powerhouse Dynamics, Inc. Page 25...

  • Page 26: Installing Sitesage Smart Thermostats

    HVAC system locally. It is now ready to be connected to the Z-Wave network in order to have it integrated with SiteSage. Please do not try to establish the temperature settings on the thermostat itself; doing it through SiteSage is significantly simpler – and the SiteSage temperature settings will override any settings established on the thermostat.
  • Page 27 Z-Wave range extender/repeater. This is a simple device that plugs into an outlet; please consult with an Authorized SiteSage Channel Partner about getting a repeater. Locate it between the Gateway and the closest thermostat. You will need to put the Gateway back into Include range to include this device.
  • Page 28 Gateway only but can use the same radio, there is no need for this process). a. First you need to put the SiteSage Gateway into Exclusion mode. The easiest way to do this is by going to the Facility View on the SiteSage Portal and then going to Settings/Smart Controls and pressing Remove Z-Wave Control.

  • Page 29: Registering And Configuring Sitesage

    The next step in the process is Registration and Configuration, which is performed online. This can be completed by the installer or by someone else, and is also described in the SiteSage User Manual. Please note that until Registration and Configuration is complete, no data will be stored and the SiteSage Portal cannot be accessed.

  • Page 30: Step 1: Account And Contact Information

    Step 1: Account and Contact Information Enter basic information about the company as well as your contact information. (All fields are required). If this is an existing account registering SiteSage at a new location, the account information will already be filled out.

  • Page 31: Step 3: Utility Rates

    If SiteSage cannot locate your utility, use the state list to select it.

  • Page 32: Step 4: Energy Monitor Channel Configuration

    Step 4: Energy Monitor Channel Configuration SiteSage needs to be configured so that the system knows what is being monitored on each SiteSage Energy Monitor Channel. This is a critical step in ensuring that SiteSage delivers true value.
  • Page 33 Channel Setup Worksheet the installer filled out. Make sure you enter the number of the Breaker that is powering the SiteSage ePod, since that will be needed if there is ever a need to power cycle the unit.
  • Page 34 This information will appear on the Circuits page view, and may help SiteSage analyze equipment usage. The system will default to assume that you have connected 3 CTs to a triple pole breaker (and 2 to a double pole breaker), and that the channels you used are sequential.
  • Page 35 If for some reason you cannot finish channel configuration in one session, you will be able to complete registration as soon as you have configured one SiteSage Monitor, and then later log onto SiteSage Portal (Settings/Channels) to configure additional SiteSage Energy Monitor units.
  • Page 36 “Flip” button and it will adjust. And, now you have fully completed configuration of the Energy Monitor and can move on to other components like thermostats. © 2014 Powerhouse Dynamics, Inc. Page 36...

  • Page 37: Step 5: Configuring A Smart Thermostat

    Please note that the configuration process is the same for both Z-Wave and Wi-Fi thermostats. Once you have gotten one or more Smart Thermostat connected, log into SiteSage Portal, you should see a pop-up indicating new Smart Thermostats have been found; if not go to Settings/Smart Controls and click Add Z-Wave Control (Find New Controls for Wi-Fi).
  • Page 38 EXCEPT that the default settings are vastly different. If you have more than 1 thermostat and want them set exactly the same, SiteSage will let you “clone” the previous settings so that you do not have to enter them again.
  • Page 39 Enterprise Level Controls Control Templates can be created in the Enterprise View to be pulled down to when a thermostat is added (or pushed down at other times). This is described in the SiteSage User Manual which can be found at http://docs.sitesage.net...

  • Page 40: Appendix A: Frequently Asked Questions

    Unless you want to upgrade the SiteSage Monitor to a larger configuration with more sensors or add another SiteSage monitoring unit in another electric panel, your best choice is to select the circuits to monitor, based on what you expect to be the major power users, or circuits with the most important equipment.

  • Page 41: Appendix B: Provisioning A Wi-Fi Smart Thermostat

    It is now ready to be connected it to the Wi-Fi network. The Yellow LED will be blinking indicating that the thermostat is ready to be configured. Please do not try to establish settings the thermostat itself; doing it through SiteSage is significantly simpler – and SiteSage settings will override any settings done on the thermostat.
  • Page 42 192.168.1.14. You can see the “14” on the screen. The PROVISIONING DONE screen will display in the browser. It also shows details about the configuration of the Wi-Fi module; something like: © 2014 Powerhouse Dynamics, Inc. Page 42...
  • Page 43 – for example to set a static IP address - use the Wi-Fi setup ADVANCED tab. To use this tab, click it and input the parameters. Click Submit to return to the previous page. © 2014 Powerhouse Dynamics, Inc. Page 43...

  • Page 44: Appendix C: Sitesage Networking Requirements

    SiteSage Energy Monitor units that are installed inside electrical panels in a facility communicate via a wireless radio to the SiteSage Gateway. The radios have a range of at least 30 feet and do not require line of sight. The Gateway needs to be connected to a facility network in order to access the Internet to upload data to the SiteSage cloud-based servers.
  • Page 45 NOTE: The optional Wi-Fi smart thermostat does not have an Ethernet option. Peer-to-peer access must be enabled for SiteSage to be able to connect to the Wi-Fi thermostat. If the Gateway is sharing a public Wi-Fi network, where peer-to-peer access is not advisable, please set up a separate SSID for SiteSage Gateway.
  • Page 46 Yes ___ No ___ you with content samples so that you can configure such that our data will not be caught in the filter. IT Support Contact Information: Name: ____________________________ Phone: ______________________ e-Mail Address: ___________________________ © 2014 Powerhouse Dynamics, Inc. Page 46...

  • Page 47: Appendix D: Installing Temperature Sensors

    Labels with sensor IDs provided to simplify provisioning Output leads: red (PWR), blue (DATA), black (GND) For non-powered operations with SiteSage, only 2 wires are needed to connect to the Gateway - combine red (PWR) and black (GND) wires Installation...
  • Page 48 As you install the sensors, please fill out the Sensor Installation Worksheet to identify what sensors you have installed and where you have installed them. Follow the instructions on the bottom of the Worksheet. NOTE: since SiteSage will be supporting multiple sensor types, there © 2014 Powerhouse Dynamics, Inc.
  • Page 49 Once a sensor or set of sensors have been attached to the Gateway, the sensors will self- identify. The next time a user logs into SiteSage, the system will prompt them to complete a Wizard where the sensors can be configured by entering in the information filled out on the Worksheet.

  • Page 50: Appendix E: Sitesage Hardware Technical Specifications

    15 CT sensor Ports · 1 x High Speed RJ11 or RS485 Serial Port · Six Pin SiteSage expansion module (xPod) connector (up to 3) · 3 Analog Inputs – wire pair - +/- 2V; 3 Digital Input/Outputs · Each xPod: 10 CT sensor Ports ·...
  • Page 51 Authorized SiteSage Channel Partner or a qualified technician. Declaration of Conformity SiteSage complies with part 15 of the FCC rules. Operation is subject to the following conditions: © 2014 Powerhouse Dynamics, Inc. Page 51...
  • Page 52 —Increase the separation between the equipment and receiver. —Connect the equipment into an outlet on a circuit different from that to which the receiver is connected. —Consult the dealer or an experienced radio/TV technician for help. © 2014 Powerhouse Dynamics, Inc. Page 52...
  • Page 53 être déterminé en éteignant puis en rallumant l'appareil, veuillez vérifier avec un partenaire autorisé de SiteSage ou un technicien qualifié. Déclaration de Conformité SiteSage est conforme à la partie 15 des règles FCC. Son fonctionnement est soumis aux conditions suivantes: • Les périphériques ne peuvent pas provoquer d'interférences nuisibles, et ©...
  • Page 54 à la réception radio ou télévision, ce qui peut être déterminé en allumant et en éteignant l'équipement, l'utilisateur est encouragé à essayer de corriger les interférences en prenant une ou plusieurs des mesures suivantes: Réorienter ou déplacer l'antenne de réception. © 2014 Powerhouse Dynamics, Inc. Page 54...
  • Page 55 Des câbles isolés d'interconnexion et d'alimentation CA doivent être employés avec cet équipement afin d'en assurer la conformité aux normes des émissions RF régissant le périphérique. Les changements ou modifications non approuvés expressément par Powerhouse Dynamics peuvent entraîner l'annulation de votre autorisation à utiliser cet équipement.

  • Page 56: Warranty

    Warranty Powerhouse Dynamics warrants SiteSage hardware against defects in materials and workmanship for a period of two (2) years from the date of installation. (SiteSage accessories, provided by 3 parties, such as thermostats, are warranted for 1 year from purchase as per the manufacturer warranty). During the warranty period Powerhouse Dynamics will repair or replace any defective product at no charge.

This manual is also suitable for:

SitesagemonitorSitesage xpodSitesage gatewaySitesage epodSitesage z-wave thermostatSitesage wi-fi thermostat ... Show all

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