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This application note is intended to explain how to configure a controller and a PC to utilize the email functionality of the controller. Section 1: Required hardware and wiring. Section 2: This will step through how to set-up the controller to produce e-mail messages on events. Section 3: This will step though how to set-up a local mail server on a single machine for demonstration and test purposes. This will also show how to configure Outlook Express as an e-mail client on the same machine to access the e-mail in the server. Section 4: UDC 3200 configuration sheet (sample configuration). Section 1 – Required hardware + sample wiring Required hardware

• Controller with Ethernet option • PC with Ethernet card installed and PIE Software • LAN connection for controller and PC (Hub or crossover cable)

Make sure the PC and the controller have a unique static TCP/IP address allocated. These must both be on the same subnet. The drawing below shows you a sample wiring configuration. The controller and PC can be connected through a switch/hub or directly through a crossover cable.

Gnd.

L1

L2/N

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Output 1

Power

Ethernet Communication

Input #1

250OhmsGnd.

L1

L2/N

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Output 1

Power

Ethernet Communication

Input #1

250OhmsThe controller can be wired as described below (although this is not mandatory). The output is wired to the input to close the loop. Configure alarm 1 to be active when PV is above 1500 (Refer to the configuration sheet in Section 4).

Step 1. UDC2500 or UDC3200 Wiring

Connecting a UDC to a MDI Compliant Hub utilizing a straight-through cable or for

connecting a UDC to a PC utilizing a crossover cable

UDC Terminal

UDC Signal Name

Wire Color RJ45 Socket Pin #

HUB Signal Name

Position 14 Shield Black/Bare Wire

Shield Shield

Position 15 RX- Orange 6 TX- Position 16 RX+ White/Orange 3 TX+ Position 17 TX- Brown 2 RX- Position 18 TX+ White/Brown 1 RX+

Connecting a UDC directly to a PC utilizing a straight-through cable (wiring the UDC

cable this way makes the necessary cross-over connections)

UDC Terminal

UDC Signal Name

Wire Color RJ45 Socket Pin #

PC Signal Name

Position 14 Shield Black/Bare Wire

Shield Shield

Position 15 RX- Brown 2 TX- Position 16 RX+ White/Brown 1 TX+ Position 17 TX- Orange 6 RX- Position 18 TX+ White/Orange 3 RX+

Step 2. Connect PC to controller

Hub or LAN requires a straight through Ethernet cable. Single PC to controller requires a crossover cable.

Step 3. Setting IP address on PC Note: Skip Step 3 if you are running on a LAN. Connect the PC and the controller directly to the LAN and configure the SMTP address provided to you by your IT group. The steps below are intended for a demo where the controller and the PC are connected either directly or through a switch/hub, not through a complete LAN.

a) Go to the Windows Start menu. b) Select Settings c) Select Network and Dial-Up Connections d) Select Local Area Network e) Select Properties

f) Highlight Internet Protocol (TCP/IP)

g) Select Properties

h) Select “Use the following IP address”

i) Set the IP address to 10.0.0.1 Default Gateway to 255.255.255.0

j) Select Ok to close all open windows.

Section 2 - Set-up a controller to e-mail Configure the PC running the PIE application In order to be able to communicate with and configure the controller, the PC needs to have the PIE application installed into it. The default controller Ethernet IP address from the factory is:

IP address 10.0.0.2 Subnet Mask 255.255.255.0

Default Gateway 0.0.0.0 Set-up the TCP/IP address of a mail server In order to use the e-mail system provided on the controller, you must have access to an SMTP mail server. If you do not have access to an SMTP mail server you can use the personal mail server that can be loaded onto any PC, see Section 3 for directions on how to use this. Set-up the TCP/IP address of the mail server. An SMTP mail server must be available to send an E-mail to a user. The user may be on a local network or may be somewhere out on the Internet. You may also use an e-mail address that causes an SMS message to be forwarded to a pager or mobile phone. This can be done using the Process Instrument Explorer software. (1) Select PC Comm Setup (2) Enter the address of the device to connect to (default value is 10.0.0.2)

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(3) Select Online configuration

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(4) Click on Start (5) Select Ethernet and (6) Click on “Email Setup”

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(7) Enter the Email address you want the email to be sent to

(8) Enter the IP address of the mail server you are using (it is either the address of the

local mail server you have installed on your PC or the one used on the plant network, it this case, you should ask your IT group).

(9) Give a name to the UDC sending the Email. This will appear in the “From” box in outlook.

(10) Select the alarm you want to monitor. (Clicking on the highlighted alarm deselects all the alarms)

(11) Enter the subject of the alarm.

(12) Select “Apply”

(13) Select “Write” from Online Configuration Dialog Box.

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Section 3 – Setting up a local mail server and client Note: Skip this Section if you are running on a LAN. Connect the PC and the controller directly to the LAN and configure the SMTP address provided to you by your IT group. The steps below are intended for a demo where the controller and the PC are connected either directly or through a Hub, not through a complete LAN. Step 1 – Get the mail server program and install it. To set-up a local mail server you will need to download the ArGoSoft Mail Server (Freeware). You can download this for the following location. http://www.argosoft.com/applications/mailserver/download.asp The file is approx 1.07MB, save the downloaded file and run it, this will automatically install the Argosoft mail server program. The program will be installed in the program group “Argosoft mail server” and the program will be called MailServer. Run the program from that location, nothing will appear to happen but another icon will be shown in the system tray in the bottom right as a small icon, as follows

or the next step we need to launch the program so double left click on the icon in the system Ftray. The mail server program should now appear as follows.

Step 2 – Configure the local domain Next we need to configure a domain that the e-mail will be sent. The domain is everything after the @ symbol on and e-mail address i.e. name@mydomin.com where mydomain.com is the domain name. On the demo system we want to use a unique domain that is not used anywhere else so as not to cause any confusion (don’t use you usual e-mail domain), so we will use demodomain.com Make sure the Argosoft mail program is running and complete the following steps

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Click on the “Option” icon (1) located on the toolbar, this will bring up the options dialog Select the “Local Domains” tab (2) Click in the edit box (3) and enter the required domain name, in this case demodomain.com Click on the “Add” button (4), to add the domain to the list. Click OK to confirm.

Step 3 – Adding user email addresses Now we need to add some user e-mail addresses for the controller to send e-mail out to.

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Select the “User set-up” icon (1), this will show the user set-up box will all current users, this should be empty on the first time through. Select “New User” icon (2) in the top left, this will bring up the “Add New User” dialog box. Click in “User name” (3) and type in the username fred Next give the user a “Real Name” (4) Give the user a password (5), this must be duplicated to confirm. For demo purposes it is best to give the password the same as the username to keep things simple. In this case fred Now add this user by selecting “OK” (6)

Finally Before we move on we need to find out what the IP address of the machine we are installing all of this on is. An easy way to find out is to use the message text generated by the mail server program.

ook down the message list and take a note of the Local address, if you do not have this or Lthe PC you are using does not have an IP address allocated, get one allocated now.

Step 4 - Getting the e-mail out of the server, set up the client At this stage we have set-up all we need to in the mail server program, we have one user available fred@demodomain.com. We can send e-mail from the controller to the user Fred but we now need to set-up a mail client (Outlook Express) to retrieve any E-mails sent to the mail server First we need to run up the mail client, this can be found in the Start->Programs menu.

When the mail program opens, select the “Tools” menu dropdown. Towards the bottom of the menu select the “Accounts” menu item.

Select the “Accounts” menu item

The Internet accounts dialog will be displayed, we need to set-up another account.

Select the “Mail” tab (1) Select the “Add” button (2) And click on the “Mail…” menu item (3) This will start a set-up wizard as follows

Enter the user full name, in our case Fred Bloggs and hit the next button.

Enter the Email address, in our case fred@demodomain.com and select the next button

Enter the IP address that we located earlier using the mail server program into both the Incoming and outgoing boxes. Then select “Next”.

Set-up the account name in this case Fred, also set-up the password, we have kept them the same so also enter fred at this point. Select next to continue You will now see a dialog box indicating everything has been entered successfully, select the “Finish” button. The Internet mail dialog will reappear as follows

This is showing that we have set-up a mail account, which will access the server on the IP address of 10.0.0.1 (local machine). However the connection will try any available, this maybe a modem so we must stop this and make sure it tries the local network connection. We can change this as follows.

Click on the “Properties” button (1) on the Internet Accounts dialog, this will bring up the properties for the mail account containing all of the information we have just set-up and some extra settings. Select the “Connection” tab (2) Make sure the “Always connect using this account” check box (3) has been checked; this gives access to the connection types. Drop down the connection drop down (4) and select the “local Area Network” option, there may be multiple connection type in this list if modems or other network devices are attached. Confirm the changes by pressing “OK” (5) this will take you back to the “Internet Accounts” dialog. You will notice that the Connection type has now changed from “Any Available” to “Local Area Network”. Select “Close” on the “Internet Accounts” dialog. E-Mail client all set and ready to go. Note: Email response time is based upon the response time of Email server. Depending upon the PC being used, can take at long as one minute.

Section 4 – UDC3200 Sample configuration sheet

Setpoint Setpoint 1 1577 Setpoint 2 825 Tuning Gain 3 Rate Min. 0 Reset Min. 0 Security Code 0 Lockout NONE Auto Man Key Enb ENAB Run Hold Key Enb ENAB SP Select Key En ENAB Set Point Ramp Set Point Ramp DIS Setpoint Ramp DIS SP Ramp/Soak Prg DIS Accutune Fuzzy Logic DIS Accutune Enable TUNE Algorithm Control Algorith PIDA Timer DIS Output Algorithm Output Algorithm CUR Current Range 4-20 Input 1 Input 1 Type 0-10 Transmitter 1 LIN Input 1 High Rng 3300 Input 1 Low Rng 0 Ratio 1 1 Bias 1 0 Filter 1 10 Burnout NOFS Input 2 Input 2 Type DIS Control Pid Sets ONE LSP'S ONE Remote Sp Source NONE Setpoint Trackin NONE Power Up Mode AMSP Setpoint Hi Val. 3300 Setpoint Low Val 0 Control Action REV Output Hi Limit 100 Output Low Limit 0

Failsafe Output 0 Failsafe Mode NO L Prob Band / Gain GAIN Minutes / RPM MIN Options Auxilary Output DIS Digital In 1 Typ NONE Digital In 2 Typ NONE Communications Commun. Address 2 Baud Rate 19.2K Response Delay 1 Word/Byte Order FP B Shed Enable ENAB Shed Time 30 Shed Mode LAST Shed Setpoint LSP Commun. Units ENG Comm SP Ratio 1 Comm SP Bias 0 Alarms Alarm1 SP1 Value 0 Alarm1 SP1 Type IN 1 Alarm1 SP2 Type NONE Alarm2 SP1 Type TC W Alarm2 SP2 Type NONE Alarm1 SP1 Hi/Lo HIGH Alarm Hystersis 0 Alarm 1 Latching NO L Alarm Blocking DIS Disable Alarm DIS Display Dec. Point Posit NONE Commun. Units C Pwr. Frequency 60 NOLDSP DIS Language ENGL Ethernet Data IPAddress 10. 0. 0. 2 Subnet Mask: 255. 255. 255. 0 Default Gateway: 0. 0. 0. 0 Email Data 1 To Email fred@demodomain.com SMTP 10. 0. 0. 1 From Email Boiler Subject Boiler Alarm Alarms Alarm1 SP1