AVTMPA-90001 MetReport Report Generator Software Rev. A June 2004 MetReport Report Generator Software User Manual M Valley Forge Corporate Center 2621 Van Buren Avenue Norristown,

AVTMPA-90001 Rev. A

June 2004

MetReport Report Generator Software

User Manual

M Valley Forge Corporate Center 2621 Van Buren Avenue Norristown, PA 19403 U.S.A. www.megger.com

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Copyright 2003 by Megger. All rights reserved. The information presented in this manual is believed to be adequate for the intended use of the product. If the product or its individual instruments are used for purposes other than those specified herein, confirmation of their validity and suitability must be obtained from Megger. Specifications are subject to change without notice.

M Megger Valley Forge Corporate Center 2621 Van Buren Avenue Norristown, PA 19403 U.S.A. Tel.: 610-676-8500 Fax: 610-676-8610 www.megger.com

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AVTMPA-90001 Rev. A June 2004 i

TABLE OF CONTENTS

Proprietary Information Notice ................................................................................................................................... iii Metreport Report Generator Software License ..................................................................................................... iii Introduction........................................................................................................................................................................vi Receiving Information.....................................................................................................................................................vi Equipment Required .......................................................................................................................................................vii

1 Installing MetReport ......................................................................................................................................................... 1

For a First Time Software Installation Only ............................................................................................................. 1 For Upgrading an Existing version of MetReport Report Generator Software .......................................... 1 Configuring MetReport.................................................................................................................................................... 3 Web Interface ...................................................................................................................................................................... 3 Setting Data Directory Path............................................................................................................................................ 4 Data Fields Supported by MetReport.......................................................................................................................... 6

2 Creating a Report ............................................................................................................................................................... 7

Creating a Standard Report............................................................................................................................................. 7 Creating a Custom Report from a Saved Template ................................................................................................ 9

3 Creating a Custom Template ........................................................................................................................................13

Company Information....................................................................................................................................................14 Text Parameters Screen ..................................................................................................................................................16 RMS Chart Screen............................................................................................................................................................18 Flicker and Frequency Trending Parameters Screen.............................................................................................19 Demand Chart Parameters Screen..............................................................................................................................20 Event Trending Parameters Screen ............................................................................................................................21 Event Parameters Screen ...............................................................................................................................................22

Viewing out of limit data as text.............................................................................................................................23 Viewing out of limit voltage events referenced to a standard or custom curve. .....................................23 Viewing out of limit voltage events as a SARFI Count Analysis.................................................................23

Custom Event Limit Curve Screen.............................................................................................................................25 THD/TDD Parameters Screen...................................................................................................................................26 Waveform Parameters Screen ......................................................................................................................................27 Chart Parameters Screen ................................................................................................................................................28 Advanced Setup Screen ..................................................................................................................................................29 Report Template Complete Screen ............................................................................................................................30

4 Manually Selecting Out of Limit and Waveform Events.....................................................................................31

Event Parameters Screen ...............................................................................................................................................34 Waveform Parameters Screen ......................................................................................................................................36

5 Perform an Auto Data Analysis...................................................................................................................................39

Performing a Standard Data Analysis........................................................................................................................39 Performing a Custom Data Analysis..........................................................................................................................42

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6 Creating a Custom Data Analysis Template.............................................................................................................45 RMS Voltage Parameters Screen ............................................................................................................................47 RMS Current Parameters Screen ............................................................................................................................48 Unbalance Limits Screen ...........................................................................................................................................49 Flicker Limits Screen ..................................................................................................................................................50 Frequency Limits Screen ...........................................................................................................................................51 Power and Energy Limits Screen ...........................................................................................................................52 Event Limits Screen....................................................................................................................................................53 THD and TDD Limits Screen ................................................................................................................................54 Harmonic Limits Screen............................................................................................................................................55 Report Layout Screen .................................................................................................................................................56 Template Complete Screen ......................................................................................................................................58

7 Questions and Troubleshooting ..................................................................................................................................59

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AVTMPA-90001 Rev. A June 2004 iii

PROPRIETARY INFORMATION NOTICE This document and all data and information contained herein are the exclusive property of Megger, Norristown, PA 19403, and are disclosed in confidence solely for consideration in conjunction with transactions in which Megger is involved and for no other use or purpose. Megger expressly reserves all rights to patentable subject matter in this document.

METREPORT REPORT GENERATOR Software License

Megger Software License Agreement

IMPORTANT

Read carefully before opening software packet. By opening the sealed packet containing the software, you are agreeing to be bound by the terms of this agreement. This is a legal agreement between you and Megger. If you do not agree to all of the terms of this agreement, return the unopened software packet and the accompanying items (including written materials and their containers) to Megger for a full refund.

Megger SOFTWARE

GRANT OF LICENSE. This License Agreement permits you to use one copy of the enclosed software program (the "SOFTWARE") on a single computer. If you have a multi-user license for the SOFTWARE, then at any time you may have as many copies of the SOFTWARE in use as are permitted by the multi-use license. The SOFTWARE is in "use" on a computer when it is loaded into temporary memory (i.e., RAM) or installed into permanent memory (e.g., hard disk, CD-ROM, or other storage device). If the anticipated number of users of the SOFTWARE could exceed the number of users permitted by applicable licenses, then you must have a reasonable mechanism or process in place to ensure that the number of persons using the SOFTWARE does not exceed the number permitted by the applicable licenses. All rights not expressly granted to you in this agreement are reserved to Megger.

COPYRIGHT. The SOFTWARE is owned by Megger or its suppliers and is protected by United States copyright laws and international treaty provisions. Therefore, you must treat the SOFTWARE like any other copyrighted material. You may, however, either (a) make one copy of the SOFTWARE solely for backup or archival purposes, or (b) transfer the SOFTWARE to a single hard disk, provided you keep the original solely for backup or archival purposes. You may not copy the written materials accompanying the SOFTWARE.

OTHER RESTRICTIONS. You may not reverse engineer, decompile, or disassemble the SOFTWARE. You may transfer the SOFTWARE to a third party provided that after each transfer you do not retain any copies of the SOFTWARE, including all upgrades that you may have received, nor retain any of the written materials accompanying the SOFTWARE.

OPERATING SYSTEM OPTIONS (CD-ROM MEDIA). If the SOFTWARE is distributed with multiple versions on a CD-ROM for compatibility with different operating systems, your license grant extends to using only the applicable version for your operating system. You are, however, granted the

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iv AVTMPA-90001 Rev. A June 2004

limited right to use more than one version of the SOFTWARE solely for the purpose of creating executables for multiple operating systems.

LIMITED WARRANTY

Megger warrants, for your benefit alone, that (a) the SOFTWARE will perform substantially in accordance with the accompanying written materials for a period of ninety (90) days from the date of receipt, and (b) the medium on which the SOFTWARE is recorded will be free from defects in materials and workmanship under normal use and service for a period of ninety (90) days from the date of receipt. Some states/jurisdictions do not allow limitations on duration of an implied warranty, so the above limitation may not apply to you.

CUSTOMER REMEDIES. Megger's entire liability and your sole and exclusive remedy shall be at Megger's option, either (a) return of the fees paid, or (b) repair or replacement of the SOFTWARE that does not meet Megger's Limited Warranty stated previously, and which is returned to Megger with a copy of your receipt. The Limited Warranty is void if failure of the software has resulted form accident, abuse, or misapplication. Any replacement SOFTWARE will be warranted for the remainder of the original warranty period or thirty (30) days, whichever is longer.

NO OTHER WARRANTIES. Except as expressly set forth in the preceding, the SOFTWARE and the documentation are provided "as is" without warranty of any kind, and no other warranties, either expressed or implied, are made with respect to the SOFTWARE, including but not limited to any implied warranties of merchantability or fitness for a particular purpose or any other warranties that may arise from usage of trade or course of dealing. Megger does not warrant, guarantee, or make any representations regarding the use of or the results of the use of the SOFTWARE or the documentation in terms of correctness, accuracy, reliability, or otherwise and does not warrant that the operation of the SOFTWARE will be uninterrupted or error-free. Megger expressly disclaims any warranties not stated herein.

NO LIABILITY FOR CONSEQUENTIAL DAMAGES. The entire liability of Megger and its dealers, distributors, officers, directors, agents, and employees are set forth in the preceding. To the maximum extent permitted by applicable law, in no event shall Megger or its suppliers be liable for any damages including any special, direct, indirect, incidental, exemplary, or consequential damages, expenses, lost profits, lost savings, business interruption, lost business information, or any other damages arising out of the use or inability to use the SOFTWARE or the documentation even if Megger has been advised of the possibility of such damages. You acknowledge that the license fee reflects this allocation of risk. Because some states/jurisdictions do not allow the exclusion or limitation of liability for consequential or incidental damages, the preceding limitation may not apply to you.

GENERAL WARNING

Megger products are not designed with components and testing for a level of reliability suitable for use in the diagnosis and treatment of humans or as critical components in any life support systems whose failure to perform can reasonably be expected to cause significant injury to a human. Reliability of operation of the SOFTWARE can be impaired by adverse factors, including but not limited to fluctuations in electrical power

SOFTWARE License

AVTMPA-90001 Rev. A June 2004 v

supply, computer hardware malfunctions, computer operating system software fitness, fitness of compilers and development software used to develop an application, installation errors, software and hardware compatibility problems, malfunctions or failures of electronic monitoring or control devices, transient failures of electronic systems (hardware and/or software), unanticipated uses or misuses, or errors on the part of the user or application designer. (Adverse factors such as these are hereafter collectively termed "system failures." Any application where a system failure would create a risk of harm to property or persons (including the risk of bodily injury and death) should not be reliant solely upon electronic monitoring due to the risk of system failure. To avoid damage, injury or death, the user or application designer must take reasonably prudent steps to protect against system failures, including but not limited to back-up or shut-down mechanisms.

U.S. GOVERNMENT RESTRICTED RIGHTS.

The SOFTWARE and the documentation are provided with restricted rights. Use, duplication, or disclosure by the Government is subject to restricts as set forth in the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013(c)(1)(ii) or the Commercial Computer Software - Restricted Rights clause at 48 CFR 52.227-19(c)(2), or clause 18-52.227-86(d) of the NASA Supplement, as applicable. Contractor/manufacturer is Megger, 2621 Van Buren Avenue, Norristown, PA, 19403.

This agreement is governed by the laws of the Commonwealth of Pennsylvania, exclusive of any provisions of the United Nations Convention on the international sale of goods, and without regard to principles of conflicts of law, and constitutes the complete agreement between you and Megger. It supersedes any oral or written proposals, prior agreements, purchase orders or any other communication between you and Megger relating to the subject matter of this agreement. If any action is brought by either party to this Agreement against the other regarding the subject matter hereof, the prevailing party shall be entitled to recover, in addition to any relief granted, reasonable attorney fees and court costs. If any provision of this Agreement is held invalid, the offending clause will be modified so as to be enforceable and, as modified, shall be fully enforced, and the remainder of this Agreement will continue in full force and effect.

Year 2000 Statement.

In order for this software to be year 2000 (Y2K) compliant, it must be operated on a Y2K compliant operating system and Y2K compliant hardware platform.

Disclaimer: The content of this document and related Year 2000 information does not constitute a warranty nor extends the terms of any existing warranty.

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vi AVTMPA-90001 Rev. A June 2004

Introduction Thank you for purchasing the MetReport Report Generator Software. This software allows you to create custom reports using PA-9 or PA-9Plus data files. This manual lists the requirements of the software, as well as the step-by-step instructions on how to create a custom report.

If you find any bugs in the MetReport Report Generator Software or have any comments, please send them to Megger via fax, e-mail or phone.

Megger Valley Forge Corporate Center 2621 Van Buren Avenue Norristown, PA, 19403 Attn: Customer Service

Fax: (214) 337 3038

E-mail: [email protected]

Customer Service: 1-800-723-2861 ext. 3519

For more information, please visit our web site at www.megger.com

Receiving Information Contents of MetReport Report Generator Kit:

Qty Part No. Description

1 35799 CD containing the MetReport Report Generator software

1 AVTMPA-90001 Manual

When your Megger MetReport Report Generator Software Kit arrives, check the items received against the packaging list to ensure that all materials are present. Notify Megger of any shortages.

Examine the contents for damage received in transit. If any damage is discovered, file a claim with the carrier at once and notify Megger or its nearest authorized sales representative, giving a detailed description of the damage.

SOFTWARE License

AVTMPA-90001 Rev. A June 2004 vii

Equipment Required The following equipment or equivalent is required to operate the Report Generation Software.

Qty Part Number Description

1 PA-90001 Report Generation Software

1 IBM Compatible PC See Section 4 for Minimum requirements

1 Microsoft Microsoft WORD Software

1 Microsoft Internet Explorer 4.0 or better

1 Printer (Optional) IBM Compatible

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AVTMPA-90001 Rev. A June 2004 1

1 Installing MetReport

Install the MetReport Report Generator Software into an IBM compatible PC as follows.

For a First Time Software Installation Only 1. Verify the PC meets or surpasses the minimum requirements of the software.

a. Operating System Windows 98, NT, 2000, Me or XP

b. 133 MHz Pentium Processor minimum

c. 32 Meg RAM

d. 256 Color VGA card

e. 100 Meg free hard drive disk space

f. CD ROM drive

g. Microsoft Word

h. Microsoft Internet Explorer 4.0

i. Laser Jet or Ink Jet Printer

2. Verify the PC is powered-up and there are no open programs.

3. Insert the PA-9001 CD into the PC’s CD ROM.

4. Double-click on My Computer.

5. Double-click on the CD Drive.

6. Double-click on Setup.exe.

7. Follow the software instructions displayed on the screen until the software is installed.

For Upgrading an Existing version of MetReport Report Generator Software (including a Trial Version)

1. Verify the PC meets or surpasses the minimum requirements of the software.

2. See Step 1 above.

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3. Verify the PC is powered-up and there are no open programs.

4. Click on Start.

5. Click on Control Panel.

6. Click on Add/Remove Programs, a window will display all installed programs.

7. Scroll down the Window and highlight METReport (version #).

8. Click on Remove.

9. Follow directions displayed on screen to un-install software.

10. Once the software is un-installed, close the Control Panel.

11. Insert the PA-90001 CD into the PC’s CD ROM.

12. Double-click on My Computer.

13. Double-click on the CD Drive.

14. Double-click on Setup.exe.

15. Follow the software instructions displayed on the screen until the software is installed.

NOTE: For the software to operate correctly a default printer driver must be selected in the operating system. This does not mean a printer must be connected, just that a default driver needs to be selected. (This software does not support Dot Matrix Printers)

Installing MetReport


Configuring MetReport The MetReport Report Generator software has a built-in Web interface as well as user selectable data paths. These need to be configured, prior to use.

Web Interface When the software opens, it will automatically connect you to the Megger website at www.megger.com, as shown below (provided the computer has Internet Explorer 4.0 or better).

The Preferences option under the File menu gives you the ability to enable or disable this feature.

To enable or disable the Web Interface of the MetReport Report Generator Software perform the following steps.

1. Open the METReport software.

2. Click on File.

3. Click on Preferences.

You can now enable or disable the web interface.

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Setting Data Directory Path To set the directory paths of the MetReport Report Generator Software perform the following steps.

1. Open the METReport software.

2. Click on File.

3. Click on Preferences.

4. Click on Select Directories….

The following screen will open:

Installing MetReport


This screen will allow you to program the paths of the folders that will contain the data files, reports and templates.

5. Click Browse… next to "Metrosoft Data Files".

6. Now set the path to the data folder of your AVO-PA9W software or MegPa9IEC software, by double clicking on the appropriate folders. If you did a default installation of the AVO-PA9W software or MegPa9IEC software then the path will be as follows.

AVO-PA9W Data Path = "C:\Program Files\avo-pa9W\Data"

MegPa9IEC Data Path = "C:\Program Files\MegPa9IEC\Data"

You can also choose to set the path of the folders where the finished Word reports and/or user created custom templates will be saved. This is NOT required to use the software.

7. Click on Browse, next to either "Reports" or "Templates", to set these.

8. Click OK.

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Data Fields Supported by MetReport The MetReport Report Generator software will allow the user to create custom reports that can contain any of the following data fields, provided the unit that recorded the data file recorded the applicable data field.

§ RMS Data § Event Trending

§ Unbalance Data § Out of Limit Events

§ Flicker Data § THD Trending

§ Frequency Data § TDD Trending

§ Power Data § Harmonic Data

§ Positional Vectors § Waveform Data

§ Energy Data § Summary Data

The Table below shows the options with a brief description of them as well as which units support these options.

NOTE: If a unit supports an option, you must enable that option in the units setup file in order to record the data to the units data file.

Data Field Description Supported by PA-9 F/W

version 2.7 or lower

Supported by PA-9

Plus F/W version 4.0

to 4.1

Supported by PA-9

Plus F/W version 5.0 or greater

RMS Displays minimum, maximum and RMS X X X

Unbalance Calculates unbalance from RMS data X X X

Flicker PST and PLT X

Frequency Displays minimum, maximum and Frequency X

Power KW, KVAR, KVA and PF X X X

Vectors Positional Vectors for beginning and end of test as well as vectors at peak KW and minimum KW

X X X

Energy KWH, KVARH, KVAH X X X

Event Trending

Trends the percentage of time the RMS was out of limits for each storage interval

X

Out of Limit

Events

Displays out of limit events as TEXT, create CBEMA, SEMI F47, custom curve, SARFI Count Analysis or manually pick events

X X X

THD Total Harmonic Distortion Trending X X X

TDD Total Demand Distortion Trending X X X

Harmonics Harmonics through the 32nd Harmonic X X X

Waveform Displays waveforms triggered by events, manually picked.

X X X

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2 Creating a Report

The MetReport Report Generator Software allows you to create either Standard Canned reports or Custom reports. The standard reports are embedded in the MetReport Report Generator Software.

Creating a Standard Report 1. Click on the W to start the Wizard.

2. With the Wizard started, select Create a Report with NO Data Analysis.

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3. Click on Create a Standard Report.

4. Click Next.

5. Select the desired data file you want to use.

6. Click Next.

7. Select the Standard Canned Template you wish to use.

Creating a Report


8. Click Finish.

The MetReport Report Generator Software creates a standard report in Word.

Creating a Custom Report from a Saved Template 1. Click on the W to start the Wizard.

2. With the Wizard started, select Create a Report with NO Data Analysis.

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3. Select Create a Custom Report after the Wizard starts.

4. Click Next.

5. Select the desired data file you want to use.

Creating a Report


6. Click Next.

7. Select the previously saved custom template you created.

8. Click Create.

The MetReport Report Generator Software creates a custom report in Word.

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3 Creating a Custom Template

The MetReport Report Generator software allows you to create custom report templates to use and re-use on many data files. This allows you to create report templates that display only the data that is pertinent to your test. It also allows you to input any standard text you wish to have in any report, as well as your company logo and company information.

In order to create custom templates please perform the following steps

1. Click on Templates.

2. Click on New Template.

3. Click on Report Template.

4. Click Next.

The following Report Parameters screen will open.

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5. Select all the fields that you desire to display in the report.

6. Click Next.

The following screens display, if selected in the Report Parameters screen.

Company Information

Creating a Custom Template


The Company Information screen allows you to input your company information, as well as your company logo. This screen also allows you to have the software auto-insert the date and time.

To insert your company logo, perform the following:

1. Click Enable Logo.

2. Click Browse for Logo.

The following screen will open.

3. Navigate to your company logo and then click on it. The logo MUST be in the form of a BITMAP.

4. Click on the Preview button in the corner to see how large the logo will be in your report.

5. If the size is correct, click Open. You will return to the Company Information screen. If the size is not correct, you will need to exit the software and re-size your bitmap.

6. Complete all the information.

7. Click Next.

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Text Parameters Screen

This screen allows you to input custom text for each section of the report. The left window lists each report section. The right window displays the text for that section.

To change the text, perform the following.

1. Click the Modify Text… button. The following text editor will open.



2. Input the desired text.

3. Select the font type and size.

4. When complete, click Done.

Each section of the report can have custom text written. Select the report section in the left window of the Text Parameter screen and the text for that section displays in the right window.

Each report will contain the text created when using this template.

If the Set as default box is checked, then the text you input displays each time you make a new template.

5. When complete, click Next on Text Parameters screen.

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RMS Chart Screen

This screen allows you to determine which Voltage and Current parameters to display in the report, as well as how to display them.

1. Select to display Voltage (MIN, MAX or RMS) and Current (MIN, MAX or RMS) in the report.

2. Choose the way you wish to display the Chart Parameters.

Plot each input separately – This will display each channels input on a separate chart.

Plot Phase Voltage and Current together – This will display each phase’s voltage and current on the same chart.

Plot all Voltage Together Plot all Current Together – This will display all the voltage channels on one chart and all the current channels on another chart.

3. Make the desired selection(s).

4. Click Next.



Flicker and Frequency Trending Parameters Screen

This screen allows you to determine which Flicker and Frequency parameters to display in the report, as well as how to display them.

1. Select to display Flicker (PST and/or PLT) and Frequency (MIN, MAX or AVG) in the report.

2. Choose the way you wish to display the Flicker.

Plot each input's PST and PLT separately – This will display each channels PST and PLT separate charts.

Plot each input's PST and PLT together – This will display each channels PST and PLT on the same chart.

Plot all input's PST and PLT on same chart – This will display all the PST values on one chart and all the PLT values on another chart.


4. Click Next.

NOTE: This will only display in a chart with data files from a PA-9Plus with a firmware version of 5.0 or greater and feature enabled.

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Demand Chart Parameters Screen

This screen allows you to determine which Power and Energy parameters to display in the report.

1. Select to display the following Power parameters in the report.

KW, KVAR, KVA and PF

2. Select to display the following Energy parameters in the report.

KWH, KVARH and KVAH

3. Select whether to show the data for only individual Phases and/or system totals.


5. Click Next.



Event Trending Parameters Screen

This screen allows you to trend the percentage of SAG and/or SWELL events that occurred during each storage interval of the test.

1. Choose to trend SAG/SWELL events on Voltage Channels Only, on Current Channels only or on Both Voltage and Current Channels.

2. Select Percentage time within Limits to display the percentage as a percentage of time the recorded value was within the programmed limits

or

Percentage time outside Limits to display the percentage of time that the recorded value was outside the programmed limits.

3. Choose the way you wish to display the Event Trending:

Plot each input separately – This will display each channels event trending separate charts.

Plot phase voltage and current together – This will display each phase’s voltage and current channel’s event trending on the same chart.

Plot all voltage together, plot all current together – This will display the entire voltage channel’s event trending on one chart and the entire current channel’s event trending on another chart.


5. Click Next.

NOTE: This will only display in a chart with data files from a PA-9Plus with a firmware version of 5.0 or greater and feature enabled.

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Event Parameters Screen

The Event Parameters page allows you to display recorded out of limit events in several different manners.

You can:

§ display the out of limit events as text, sorted by Magnitude, Duration or time of occurrence

§ display the out of limit voltage referenced to a standard or custom curve

§ display the out of limit voltage events as a SARFI Count Analysis.

§ manually select out of limit events. (See Section 4.0)

NOTE: A SARFI count analysis is usually used for long-term tests (over 1 month in duration) as part of a reliability study.



Viewing out of limit data as text

To view the out of limit data as text:

1. Input the maximum number of Voltage and Current events you wish to display.

2. Select the desired method of sorting:

Select Sort by Event Magnitude to display the events with the largest magnitudes first.

Select Sort by Event Duration to display the events with the longest durations first.

Select Do Not Sort Events to sort events by the order in which they occurred.

Viewing out of limit voltage events referenced to a standard or custom curve.

In order to view the out of limit voltage events against a standard curve:

1. Select Display Events against a Standard Curve.

2. Select either the (ITIC) CBEMA curve or the SEMI F47 curve.

The (ITIC) CBEMA curve is a voltage immunity curve developed by Computer and Business Equipment Manufacturers' Association. It is meant for 120V AC RMS data files.

The SEMI F47 curve is a voltage immunity curve developed by the semiconductor industry. It is also meant for 120V AC RMS data files.

In order to view the out of limit voltage events against a custom curve:

3. Select Display Events against a Standard Curve.

4. Select Custom Curve. See Custom Event Limit Curve Screen for custom curve programming.

5. When complete, click Next.

Viewing out of limit voltage events as a SARFI Count Analysis

In order to view the out of limit voltage events as a SARFI count analysis:

1. Select Perform SARFI Count Analysis

2. Then input the Nominal Voltage.

SARFI is an acronym for System Average RMS Variation Frequency Index. A power quality index provides a count or rate of voltage sags, swells, and/or interruptions for a system.

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SARFIX corresponds to a count or rate of voltage sags, swell and/or interruptions below a voltage threshold.

For example:

SARFI90 considers voltage sags and interruptions that are below 0.90 per unit, or 90% of a system base voltage. SARFI70 considers voltage sags and interruptions that are below 0.70 per unit, or 70% of a system base voltage. In addition, SARFI110 considers voltage swells that are above 1.1 per unit, or 110% of a system base voltage.

The SARFIX indices are intended to assess short-duration rms variation events only. This means that only those events with durations less than 60 seconds are included in its computation.

SARFI is intended for reliability testing. Generally, you should use it with data files with at least 30 days of data.


4. Click Next.



Custom Event Limit Curve Screen

The Custom Event Limit Curve screen allows you to program the standards for your own event curve, which you can use as a reference for the out of limit voltage events.

In order to create a Custom Curve perform the following:

1. Depending on the desired parameters, select SWELL and/or SAG.

2. Input the Nominal Voltage for the test.

For SWELLS, input the maximum percentage of nominal allowable for the maximum allowable duration.

That is to say, if the voltage exceeds the magnitude programmed in for a duration greater than the programmed duration, then the event will fall outside the custom curve.

For SAGS, input the minimum percentage of nominal allowable for the maximum allowable duration.

That is to say, if the voltage dips below the magnitude programmed, for a duration greater than the programmed duration, then the event will fall outside the custom curve.

NOTE: You must program all magnitudes and durations in ascending order.


4. Click Next.

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THD/TDD Parameters Screen

This screen allows you to determine what THD and TDD channels to display in the report, as well as how to display them.

1. Select which channels to display THD data from, in the report.

2. Select which channels to display TDD data from, in the report.

3. Choose the way you wish to display the THD.

Plot each input separately – This will display each channels THD on separate charts.

Plot each phase voltage and current together – This will display each channels Voltage THD and Current THD on the same chart.

Plot all voltage together, plot all current together – This will display all the voltage THD values on one chart and all the current THD values on another chart.

TDD (Total Demand Distortion) Current is the percentage of Harmonic Distortion referenced to the MAX average current. The software can either auto-calculate the reference current or you can input your own.


5. Click Next.



Waveform Parameters Screen

This screen allows you to program the maximum number of waveforms to display in the report, the maximum number of waveform cycles as well as which waveforms to display.

1. Select the Maximum Number of Waveforms to be plotted.

2. Select the Maximum Number of Cycles to be plotted for each waveform.

3. Choose the way you wish to display the Waveforms.

Show waveforms for voltage channels only – This will display the waveforms for each enabled voltage channel in the data file.

Show waveforms for current channels only – This will display the waveforms for each enabled current channel in the data file.

Show waveforms for both voltage and current channels – This will display the waveforms for all enabled channels in the data file.


5. Click Next.

Or, the user can choose to select which waveforms to display in the report manually. (See Section 4.0)

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Chart Parameters Screen

The chart parameters screen allows you the ability to configure how the charted data will look in the report.

A maximum of six (6) traces can be displayed on any one chart.

You have the ability to select the following from this screen.

§ The color of each trace

§ The Chart background color

§ Whether to show or not show Grid lines on the chart

§ Whether the chart shall be color or monochrome

§ Invert trace and background colors

You can also select Advance Setup parameters. These parameters allow you to customize further the charts in your reports. See Advanced Setup screen.


2. Click Next.



Advanced Setup Screen

The Advanced Setup screen allows you to adjust the size of the charts and the scale of the charts displayed in the report.

You can adjust the size of the chart(s) that will be printed, by adjusting the Print Size. This feature defaults to Auto. This will scale the chart to its largest size for the paper. To manually size the chart, slide the Print Size arrow. The chart size is displayed for reference.

You can adjust the chart scaling in two ways.

1. You can choose whether the bottom of the Y-axis will be zero or be in an auto mode. By setting Low Scale to Zero you can clamp the bottom of the Y-axis of either the RMS charts or the Demand charts to zero.

or

You can adjust the scaling by setting the Scaling level. This feature will display what the charts will look like in the display window of this screen.


3. Click Next.

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Report Template Complete Screen

This is the final screen in the report template creation process. This screen allows you to give the template a name and then save the template for future use.

1. To name the file, input a name in the top window. This template file will have the extension (mtd).

2. To save the template, click Finish.

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4 Manually Selecting Out of Limit and Waveform Events

In some applications, it may be desirable to manually select individual events and waveforms. The MetReport Report Generator software allows you to filter through the events and waveforms and select only the ones desired. Since this will vary from data file to data file, this option is not available when creating a template.

In order to create a report with manually selected events and waveforms please perform the following.

1. Click on W to start the Wizard.

NOTE: Manual selection must be used in order to view Out of Limit events or waveform events that are triggered by THD.

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2. Select Create a Custom Report….

3. Click Next.

4. Select the desired data file.

5. Click Next.

Manually Selecting Specific Out of Limit and Waveform Events


6. In the Template File window, select (create new template).

7. Click Next.

The Wizard will now guide you through the creation of a report template as described previously in the manual. However, the Display Out of Limit Events and Waveform Setup screens will now contain manual selection options.

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Event Parameters Screen

In order to manually select Out of Limit Events, perform the following.

1. Click the check box Use Selected.

2. Click on the Select Events… button.

A manual selection screen displays.



This screen will display the text data of each event as well as a time line that shows when each event occurred during the test. You can use the curser to zoom in on the time line.

This screen also contains a display filter that allows you to display only SAGS, SWELLS, SUB-CYCLE and/or THD triggered events.

This screen allows you to select individual events in the following manner.

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Waveform Parameters Screen

In order to manually select Waveforms perform the following.

1. Click the check box Use Selected.

2. Click on the Select Waveforms… button.

A manual selection screen displays.



This screen displays each waveform as well as a time line that shows when each waveform was captured during the test. You can use the curser to zoom in on the time line.

This screen also allows you to select individual events in the following manner.

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5 Perform an Auto Data Analysis

The Report Generator Software will automatically analyze the data against either Standard Canned set of data limits or against a user defined set of Custom limits. The software will then compare all the data in the data file against the limits in the template. MetReport will then generate a one-page report showing which fields were in specification and which were not. The standard data analysis templates are embedded in the Report Generator Software.

Performing a Standard Data Analysis 1. Click on the W to start the Wizard.

2. Select Perform an Auto-Data Analysis after the Wizard starts.

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3. Click on Standard Data Anaysis

4. Click NEXT.

5. Select the desired data file that you wish to analyze.

6. Click NEXT.

7. Select the Standard Canned Analysis Template you wish to use.

Perform and Auto Data Analysis


8. Click Finish.

MetReport will analyze the selected data file against the template selected and create a report displaying which fields were within the template limits and which were not.

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Performing a Custom Data Analysis 1. Click on the W to start the Wizard.

2. Select Perform an Auto-Data Analysis after the Wizard starts.

3. Click on Custom Data Analysis.

4. Click Next.

5. Select the desired data file that you wish to create the report for.

Perform and Auto Data Analysis


6. Click Next.

7. Select the previously saved Custom Analysis Template you created.

MetReport will analyze the selected data file against the template selected and create a report displaying which fields were within the template limits and which were not.

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6 Creating a Custom Data Analysis Template

The MetReport Report Generator software allows the user to create custom data analysis templates that can be used and re-used on multiple data files. This will allow users to create data analysis templates that examine only the data that is pertinent to the test being performed. It will also allow the user to input any standard text they wish to have in the Analysis report as well as input their own company logo and company information.

In order to create custom templates please perform the following steps.

1. Click Templates

2. Click New Template.

3. Click on Data Analysis Template.

4. Click Next.

The following Data Analysis Parameters screen will open.

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5. Select the data fields that you desire to be analyzed.

6. Click Next.

The following screens will display IF they were selected in the Data Analysis Parameters screen.

Creating a Custom Data Analysis Template


RMS Voltage Parameters Screen

This screen allows you to set the maximum and minimum Voltage limits for the data analysis, as well as the percentage of time the Voltage must be within these limits.

1. Select which channels you want to analyze.

2. Input the nominal voltage for each enabled Phase.

3. Input the minimum and maximum limits for each channel in the First set of limits field. These limits must be entered as a percentage of nominal voltage.

4. Input the percentage of time the Voltage must be within the limits.

5. In the VALUES TO ANALYZE FIELD select whether you would like the MIN / MAX values of each recorded interval analyzed or the AVG RMS of each recorded interval.

The Data Analyzer will now verify that the RMS Voltage recorded each interval (MIN / MAX or AVG) and is within the input tolerance window for the correct percentage of time.

You can also choose to use 2 independent tolerance windows. You can verify the Voltage was within one set of limits for some percentage of time AND within another percentage of limits for another percentage of time. (i.e. RMS within +/- 10% for 95% of test AND within +/-15% for 100% of the test)

To use two separate set of tolerance windows:

6. Click on Second set of limits then repeat the above steps 3 and 4 for the second set of limits.


8. Click Next.

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RMS Current Parameters Screen

This screen allows you to set the maximum current limits for the data analysis, as well as the percentage of time the Current must be below these limits.

1. Enable the channels you want to analyze.

2. Input the maximum limits for each channel in the First set of limits field. Enter these limits in AMPS.

3. Input the percentage of time the Current must be below the limits.

4. In the Values to analyze field select the MIN / MAX values of each recorded interval analyzed or the AVG RMS of each recorded interval.

The Data Analyzer will now verify that the RMS Current recorded each interval (MIN / MAX or AVG) is below the input tolerance for the correct percentage of time.

You can also choose to use 2 independent limits. This allows you to verify the Current was below one limit for some percentage of time AND below another limit for another percentage of time. (i.e. RMS below 200A for 99% of test AND below 500A for 100% of the test)




7. Click Next.



Unbalance Limits Screen

This screen allows you to set the maximum Unbalance Limits for the data analysis, as well as the percentage of time the Unbalance must be within these limits.

1. Select whether you wish to perform the analysis on either the Voltage and / or Current.

2. Input the maximum limit for the Voltage and Current channels in the FIRST SET OF LIMITS field. Enter these as a percentage of 100.

3. Input the percentage of time the Unbalance must be within the limits.

The Data Analyzer will now verify that the Voltage and/or Current Unbalance is below the input limit for the correct percentage of time.

You can also choose to use 2 independent limits. This allows you to verify the Unbalance was below one set of limits for some percentage of time AND below another limits for another percentage of time. (i.e. Unbalance below 2% for 95% of test AND below 5% for 100% of the test)




6. Click Next.

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Flicker Limits Screen

This screen allows you to set the maximum Flicker limits for the data analysis, as well as the percentage of time the Flicker must be within these limits.

1. Select whether you wish to perform the analysis on either the PST and / or the PLT.

2. Input the maximum limit for the PST and PLT values in the First set of limits field. Enter these limits as a PST or PLT value.

3. Input the percentage of time the Flicker must be within the limits.

The Data Analyzer will now verify that the PST and/or PLT is below the input limit for the correct percentage of time.

You can also choose to use 2 independent limits. This allows you to verify the Flicker was below one set of limits for some percentage of time AND below another limit for another percentage of time. (i.e. PLT below 0.8 for 95% of test AND below 1.0 for 100% of the test)



5. Make the desired selection(s)

6. Click Next.

NOTE: This analysis can only be performed with data files from a PA-9 Plus with a firmware version of 5.0 or greater.



Frequency Limits Screen

This screen allows you to set the maximum and minimum Frequency limits for the data analysis, as well as the percentage of time the Frequency must be within these limits.

1. Input the minimum and maximum limits in the First set of limits field. Enter these limits as a deviation from nominal in Hertz.

2. Input the percentage of time the Frequency must be within the limits.

3. In the Values to Analyze field select whether you would like the MIN / MAX values of each recorded interval analyzed or the AVG of each recorded interval.

The Data Analyzer will now verify that the Frequency recorded each interval (MIN / MAX or AVG) is within the input tolerance window for the correct percentage of time.

You can also choose to use 2 independent tolerance windows. This allows you to verify the Frequency was within one set of limits for some percentage of time AND within another percentage of limits for another percentage of time. (i.e. Frequency within 1Hz for 99% of test AND within 2Hz for 100% of the test)


4. Click on SECOND SET OF LIMITS then repeat the above steps 1 and 2 for the second set of limits.


6. Click NEXT

NOTE: This analysis can only be performed with data files from a PA-9 Plus with a firmware version of 5.0 or greater.

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Power and Energy Limits Screen

This screen allows you to set the maximum Power and Energy limits for the data analysis.

1. Select which Phases you want to analyze.

2. Input the maximum Power and / or Energy limits for each Phase. Enter these limits in Kilo values. (KW, KVAR, KVA….etc.) (PF will be entered as a value from 0.1 to 1.0)

The Data Analyzer will now verify that the Power and / or Energy recorded each Demand interval is below the input tolerance.


4. Click Next.



Event Limits Screen

This screen allows you to set the maximum limits for the out of limits data analysis.

1. Choose whether you want to analyze Voltage and / or Current events.

2. Input the nominal voltage.

3. Input the maximum limits for each type of event. Enter these limits as a percentage of nominal for Voltage and in Amps for Current.

The Data Analyzer will now verify that none of the out of limits data recorded exceeds the input tolerance.

You can also choose to analyze the out of limits data against a standard curve, such as CBEMA / ITIC or SEMI F47. You can also select to analyze the data against a custom curve. (See Custom Event Limit Curve Screen)

To analyze the out of limits data against a standard or custom curve;

4. Click Analyze against standard curve.

5. Select the desired curve.

You can also choose to perform a SARFI analysis. The SARFI analysis, is typically used, for reliability studies on recordings that exceed 30 days in duration. The user selects the lower SARFI limit as well as the Upper SARFI limit and the nominal voltage. The software will then verify that all the recorded out of limit events were within these limits.

6. Make the desired selection(s)

7. Click Next.

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THD and TDD Limits Screen

This screen allows you to set the maximum THD and TDD limits for the data analysis, as well as the percentage of time the THD and TDD must be within these limits.

THD Setup

1. Input the maximum limit for THD. Enter this limit as a percentage of fundamental.

2. Input the percentage of time the THD must be within the limits.

The Data Analyzer will now verify that the THD is below the input limit for the correct percentage of time.

TDD Setup

1. Input the maximum limit for TDD. Enter this limit as a percentage of fundamental.

2. Input the desired reference current or choose AUTO and the software will calculate the reference current based on the maximum average demand current.

3. Input the percentage of time the TDD must be within the limits.

The Data Analyzer will now verify that the TDD is below the input limit for the correct percentage of time.


5. Click Next.



Harmonic Limits Screen

This screen allows the user to set the maximum harmonic limits for the data analysis, as well as the percentage of time the Harmonics must be below these limits.

1. Choose whether you want to analyze Voltage and / or Current Harmonics.

2. Input the maximum limits for each harmonic order. Enter these limits in percentage of fundamental.

3. Select whether you wish to analyze high frequency harmonics. (25-63)

4. Input the maximum limit for the high frequency harmonics. Enter this in percentage of fundamental.

5. Input the percentage of time the Harmonics must be below the limits.

The Data Analyzer will now verify that the Harmonics of the test are below the input tolerance for the correct percentage of time.


7. Click Next.

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Report Layout Screen

The report layout screen allows you the ability to configure how the data analysis report will look.

You can customize the Data Analysis report using the following features:

Company Information: Enabling this feature will allow you to add your own Company information to the template as well as a bitmap of the Company Logo. (See COMPANY INFORMATION in manual for more information)

Customer Information: Enabling this feature will allow you to add any Customer information present in the data file to the template.

Custom Introduction Paragraph:

Enabling this feature will allow you to add a custom text paragraph to the template. (See TEXT PARAMETERS SCREEN in manual for more information)

Data for Failed Tests: Enabling this feature will cause the software to print an automated report displaying any data that was outside the limits set within this template. The failure report will consist of the unit’s setup parameters as well as the data that was outside the tolerances set in the template.



Test Result Text: This feature allows you to determine the text that will be used to convey whether a test was within or outside the tolerances of the template, in the data analysis report. The user can choose either PASS / FAIL or WITHIN RECOMMENDATIONS / OUTSIDE RECOMMENDATIONS or the user can input custom text, in the custom text field.

Set as Default: This feature allows you set the report layout selections made as the default standard selections that shall appear every time a new template is created.


2. Click Next.

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Template Complete Screen

This is the final screen in the data analysis template creation process. This screen allows you to give the template a name and then save the template for future use.

1. To name the file, input a name in the top Window. This template file will have the extension (mda).

2. To save the template, click Finish.

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7 Questions and Troubleshooting

The following section addresses possible questions and problems that you may experience.

Q: Why do I get a Web error when I execute the software?

A: You may not have Internet Explorer, version 4.0 (minimum), or there may be a problem with your Internet connection. Click on FILE, then on PREFERENCES. Disable the Web interface to solve this problem.

Q: Why don’t I show any data files to select?

A: The data path may be set wrong. Click on FILE, then on PREFERENCES. Select DIRECTORY PATHS. Set the data path to point at the MegPa9IEC or the AVO-PA9W data folder.

Q: Why are items I selected not displayed in the report?

A: Either the unit that recorded the data does not support the requested feature, or it was not programmed in its setup file to record that option.

Q: Why are the text fonts losing their format?

A: The text editor is designed to accommodate both headers and text data. Windows may select the header font for the entire text when first created. To correct this, just re-open the editor and reset the fonts.

Q: Why will the software not create a report?

A: This will occur if Word is not installed or there is a problem with Word. Re-install Microsoft Office.

Q: Why do I not go to the Megger website when I open the software?

A: Either you do not have a Web connection, are missing Internet Explorer (version 4.0 or greater) or the web browser is not enabled in preferences. Click on FILE, then on PREFERENCES. Verify the Web interface is enabled.

Q: Why don’t I show any standard templates in the software?

A: If these templates are inadvertently deleted, just re-install the METReport software.

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Documents

AVTMPA-90001 MetReport Report Generator Software Rev. A June 2004 MetReport Report Generator Software User Manual M Valley Forge Corporate Center 2621 Van Buren Avenue Norristown,