Configuring Power Monitoring Expert integration

[EcoStruxureIT]

For ITA on-premises installations only

Configuring Power Monitoring Expert integration is a two sided integration. 

Compatibility information: Power Monitoring Expert DC 7.2.2 is supported by ITA.

The below highlighted steps (4 and 5) cover the integration configuration in IT Advisor. The other
steps are to be done on the Power Monitoring Expert side and are referenced in this document to provide an overview of all the necessary steps for the integration.

For further information about the Power Monitoring Expert steps (1-3) please refer to the ETL for ITA documentation attached below.

1. Install SQL Server 2014 on the Power Monitoring Expert server.
2. Install Power Monitoring Expert.
3. Install the ETL configuration tool.
4. Setup a dedicated ETL configuration for PME in ITA.
5. Discover devices in Power Monitoring Expert.
6. Set device hierarchy definitions for each device.
7. Define ETL configuration in Power Monitoring Expert.
8. Run ETL job (once or start service).

Setup a dedicated ETL configuration for PME in ITA

1. Log on to ITA 's web client.
2. Go to Cogwheel -> Manage ETL Integrations.
3. Add an ETL configuration.
4. Fill in information for the staging database.
5. Select the Power Monitoring Expert transformation "Power Monitoring Expert v1.0.0".
6. Setup a schedule for how often to import data from PME, and click Submit.

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Adding devices to PME

The PME Management Console allows you to add peripherals to the PME server, such as:

• Sites- The physical locations where devices are present.
• Devices- The physical devices present on the sites along with their properties.
• Dial out modems- More options for communication.
• Connections Schedules: Scheduling temporary or timed connections to the selected devices.
• System Event Logs: Allows seeing system logs which are filterable at sites, devices & alerts level. 

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Adding Sites & Devices

Devices are added to PME by telling which sites these devices are attached to. Sites can be seen as gateways for devices.

 Add Sites:

1. Click on Sites.
2. Right-click the window and select New... > the needed site:
   1. Direct Site: If the device is directly communicating with TCP/IP.
   2. Modem Site: If the device is residing on a modem and information is being received through the modem.
   3. Ethernet Gateway Site: If the devices are connected to Ethernet Gateways such as EGX100/300.
   4. OPC: If the devices are communicating on OPC or connected to OPC gateway.

3. Fill in the details for the selected site.

   Note: TCP/IP port is selected in a drop-down list, e.g. for Ethernet Gateway port number is 502.

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Add Devices:

1. Click Devices.
2. Right-click the window select New... > the type of device to be added (Devices are connected via the sites already added). 

3.  Fill in the details for the device to be added.

   Note: Unit ID should be same as the Slave number which is defined for the device while adding it to the Ethernet Gateway.

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Defining the device hierarchy

The Hierarchy Manager wizard allows you to map added devices to logical data center entities like circuits, electrical equipment, etc. to better define what the meter logically represents. Furthermore, logical devices are exportable through ETL which makes them available to ITA, thus a step should be performed against any newly added devices in PME in order to make them available to ITA as well.

1. In the PME management console, select Tools>Hierarchy Manager.
2. Log on with an supervisor user.
3. For Branch Circuit Monitors, click the Circuits tab. 
   1. Click Add to add a definition for a circuit in the Circuits tab.
   2. Define the Name, Breaker Rating and Rack info (if you have it).
   3. Click Add above the Device box and choose the recently added device from the list.
4. For power meters click the Electrical Equipment tab.
   
   1. Click Add to add a definition for a power meter.
   2. Define the Name, Equipment Type and Location.
   3. Click Add on the devices box, and select the appropriate added device from the list.

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Hierarchy Manager - Circuits & Electrical Equipment

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Hierarchy Manager - Circuits

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Hierarchy Manager - Electrical Equipment

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Hierarchy Manager - Electrical Equipment Asset Name

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Defining ETL configuration in PME

1. Open the ETL Administration tool previously installed on the PME server.
2. Create an New ETL job.
3. Tasks that need to be added to the job:
   1. Category: Extract Type:PowerMonitoringExpertDataCenterHierarchyExtractTask
      1. Verify theDatabase Connection String settings are appropriate for your PME SQL-server installation.
   2. Category: Transform Type:ITATransformTask
   3. Category:Load Type: ITALoadTask
      1. Verify the ITA staging database connection settings are configured to match the staging database information created in the previous sections (ITA server name/IP, ETL import database name, ETL database user, and ETL database password are required).
4. Mappings will make PME devices exposed in the ETL database for ITA discovery.
   
   1. Select Use list of sources (allows aliasing).
   2. Click Populate.
   3. Click Recommend Pairs.
      You may see a warning stating the existing mappings will be overwritten.
      A list of devices which have logical definitions in the Hierarchal Manager should appear in the Sources list. 
   4. Verify Import has been selected for each entry (highlighted in screenshot).
5. Click OK to save any changes to the ETL job.

ETL Engine - SQL database connection verification

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ETL Engine - ITA staging database connection verification

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Hierarchal Manager sources list import selected

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Running ETL job

1. In the ETL configuration tool, click Control to view the service information.
2. Click the Run Once command to test the ETL job.
   A popup should appear stating the job was either successful, or unsuccessful.
   View the log information if the job was unsuccessful
3. If the job was successful, return to the ITA client, and view the ETL Integrations in the Unassociated Devices list. 
4. In ITA, either wait for the next ETL import cycle to pass, or right-click the PME server entry in Unassociated Devices, and select Synchronize external data to force the staging database to update ITA.
5. The new devices should appear below the PME server entry.

ETL configuration tool - run once

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Device Association - Unassociated Devices list

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Device Association - new devices in list

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