FIN 5.1.5 Training Lab Guide

FIN 5.
1 Training
Lab Guide
December, 2023
FIN 5.1 Training Lab Guide
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ii Copyright J2 Innovations
Table of Contents:
Table of Contents: ........................................................................................................... iii
Lab 1 Create a New Project ..........................................................................................1
Using Host, create a new project called training. ...................................................................... 1
Lab 2 Adding a Haystack Connector and Site to your Project .........................................3

Manually add a Haystack Connection. ....................................................................................... 3
Adding a site from a Haystack Connection to your Project. ....................................................... 4
Lab 3 Restoring Saved Library Records .........................................................................6

Restoring Point Record libraries ................................................................................................. 6
Lab 4 Adding a BACnet Connector ................................................................................7

Edit Discover Settings ................................................................................................................. 7
Discover and add BACnet Connections ...................................................................................... 7
Lab 5 Adding Points from a BACnet Connector ..............................................................9

Adding data from the BACnet Connector to the Project Database............................................ 9
Lab 6 Cloning BACnet Equips ...................................................................................... 12

Lab 7 Restoring a device from a Saved Template (.fst) ................................................ 13
Restoring a Device from a Template ........................................................................................ 13
Lab 8 Batch Update ahuRef ........................................................................................ 15

Lab 9 Building Summary Views ................................................................................... 16
Creating and Viewing a Summary View of VAV Data ............................................................... 16
Lab 10 Building Logic in bLine....................................................................................... 18

Creating a Fan Control Application........................................................................................... 18
Adding Equipment from a Template. ....................................................................................... 18
Creating a bLine Program and adding Variables. ..................................................................... 20
Adding a Routine to a bLine Program....................................................................................... 22
Lab 11 Using a Simple Math Application ...................................................................... 25

Using a Simple Math Application Part 1 ................................................................................... 25
Using a Simple Math Application Part 2 ................................................................................... 28
Lab 12 Creating and Using Logic Bundles ...................................................................... 30
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Lab 13 Creating and Viewing Alarms ............................................................................ 36

Creating a High Temperature Alarm for an Equip .................................................................... 36
Lab 14 Set up Email for Reporting Alarms ..................................................................... 38

Creating and Emailing a High Temperature Alarm for a set of VAVs ....................................... 38
Set up Email on the Host Settings Page .................................................................................... 38
Create an Alarm Topic for the intended alarm. ....................................................................... 39
Create and edit a new user and subscribe to the new topic. ................................................... 40
Create a new alarm and assign the alarm block to the HVAC Alarms topic ............................. 42
Lab 15 Creating and Editing Schedules ......................................................................... 44

Setting a Point to be Schedulable ............................................................................................. 44
Creating a New Schedule .......................................................................................................... 44
Lab 16 Creating and Viewing Histories ......................................................................... 47

Creating Collected Histories for data points ............................................................................ 47
Viewing Collected Histories in the Historian App ..................................................................... 47
Lab 17 Creating an AHU Graphic .................................................................................. 50

Lab 18 Creating a VAV Graphic..................................................................................... 57
Lab 19 Creating a Floor Plan Graphic ............................................................................ 64
Lab 20 Creating Users .................................................................................................. 70
Creating a New User for the Project......................................................................................... 70
Configuring App Permissions .................................................................................................... 73
iv Copyright J2 Innovations
Lab 1 Create a New Project

Using Host, create a new project called training.
In this section, you will create a new project. This project will be used for the remainder of the
week for all labs and lessons.
1. In the browser, click on the tab that will take you back to the Host App.
2. Since the App defaults to the Projects View, at the bottom, click the button to Create a new
Project.
3. In the New Project dialog, fill in the Project name as “training”, as shown below and click on
the Create button.
Click OK on the Success pop-up.
Copyright J2 Innovations 1
4. Now in the Training project tile, click on the Open button in the bottom right corner of the
tile.
This will launch a new browser tab with the Training Project open in that tab.
2 Copyright J2 Innovations
Lab 2 Adding a Haystack Connector and Site to your Project

Manually add a Haystack Connection.
In this section, you will add a Haystack connector to your Training project.
1. In DB Builder, expand the Connectors tree and select Haystack.
2. At the bottom of the screen, click on the Add button.
3. In the Add Haystack Connector pop-up, change the URI, Display Name, Username, and
Password as shown in the this table:
Display-Name HaystackServer
URI (host address of the device) http://localhost:8080/api/hsServer1
User-Name su
Password (Use the strong password that you setup)
Haystack Slot NO
Then click on the ADD button at the bottom.

The HaystackServer Connector should now show in your Connector Tree.
Adding a site from a Haystack Connection to your Project.

In this section, you will add a site from the Haystack connector to your FIN Demo project. The
Haystacked device has the data all tagged and should be easy to import.
1. In DB Builder, expand the Connector ‘HaystackServer,’ to reveal the Aquarium Site in the
tree .
2. With your left mouse button, drag the Aquarium site from the Connector Tree up to the
Equip Tree.
3. Expand the new Aquarium site in the Equip Tree to show the list of equipment and browse
the equips to see that you have data points.
4. Click on the Aquarium site to open the property page and set the ‘TIME ZONE’ to the
appropriate zone for your location. Click on the SAVE button at the bottom to save this
change. (Don’t worry about the other geo-location properties at this time.)
5. Click on the little button to the right of the TIME ZONE property to “Sync Time Zones for All
Points,” which will synchronize all child objects within the site to the same time zone. Then
click YES on the pop-up to complete the action.
Lab 3 Restoring Saved Library Records

Restoring Point Record libraries
In this section, you will restore (upload) a previously saved library of point records.
1. In DB Builder, set the context on any record. Then at the bottom of the Tree Sidebar, click
on the Tools icon.
2. In the menu, select Create Batch Records->Upload Saved Records.

3. In the Upload Saved Records dialog box, click on Choose File and browse to the file folder
that the Instructor gave you to put on your PC. In the file manager, further drill down to:
\ClassResources\Libraries and select the PointRecords.zinc file to upload.
4. Ensure that Point Library is selected in the dialog box and then click Upload.
Lab 4 Adding a BACnet Connector

Edit Discover Settings
In this section, you will modify the BACnet discover settings to allow you to discover BACnet
devices from a remote site.
1. In the DB Builder Connector Tree, expand Connectors, BACnet, and click on Discover.
2. At the bottom of the Devices view, click on the Discover Settings button to open the Device
Discover Settings
3. In the Custom Broadcast Address field, type 52.177.177.55, then click Apply at the bottom.
Note: This is the address of a Virtual BACnet Router being hosted in the cloud.
Discover and add BACnet Connections

In this section, you will add BACnet connectors to your training project to integrate the data
points from several BACnet devices.
1. At the bottom of the Devices view, click on the Discover button to discover available BACnet
devices. When the discover is complete, you should see one AHU and five VAVs in the
Discovered Devices pane.
2. In the Discovered Devices pane, select the AHU-2 and Vav-06 through Vav-10. With the
mouse, select the ADD button. (or drag these six devices down into the bottom Added
Devices pane.
Click OK on the Success dialog pop-op.

You should now see the six controllers in the ADDED DEVICES pane
Lab 5 Adding Points from a BACnet Connector

Adding data from the BACnet Connector to the Project Database
In this section, you will add data points from each BACnet connector (device) to your database
in DB Builder Equip Tree.
1. In the Equip Tree, expand Aquarium site, click on Second Floor.
2. At the bottom of the Tree Sidebar, click the Add button and select Add Equip.
3. In the Create New Equip dialog, type AHU-2 and click the CREATE button.
4. In the Equip Tree, select AHU-2.

5. In the Marker Tag section of the Properties, click the add button on the top right corner
and type ahu,hvac,vavZone to add those three tags to the AHU. Then click the check
mark to confirm the addition of the tags and click SAVE at the bottom.
AHU-2 Marker Tags should now look like this:
6. Under the BACnet Connectors tree, select Bacnet AHU-2. Click the Discover Points
button at the bottom of the page.
7. In the Equip Tree, make sure that the Second Floor is expanded so that you can see the
AHU-2 in the tree. (don’t click on AHU-2; just expand Second Floor to see it.)
8. From the Discovered Points pane, select all points and drag with the mouse onto AHU-2
in the Equip Tree.
9. When the Batch Record Editor opens, all the points should automatically match with
points from the library. (Because the library we uploaded earlier was built for this lab
and these equipment.)
NOTE: In the Library Record selector in the upper left corner, ensure that only the
PointsRecords.zinc library file is selected. Otherwise, the tool might use some points from
one library and other points from the other library. By selecting only one library, you ensure
the points will only match from the library you desire.
10. Verify your choices at the bottom right and click APPLY.
11. Ensure that all your points were added to AHU-2, renamed, and have the appropriate
Haystack tags added to correctly define what each point is. (e.g., RF point should have
marker tags: return and air and fan and cmd.)
Note: Haystack point type (cmd, sensor, or sp) displays in the Essentials portion of the
point properties at the top.
12. Repeat steps 1-10 to add a VAV equip to the Second Floor of the Equip Tree. In step 3,
name the equip Vav-06, and in step 5, add the marker tags vav, hvac, hotWaterReheat.
In step 6, use the connector Vav-06 to discover points and add all discovered points to
the Vav-06 equip you created above. Remember to specifically use the
PointsRecords.zinc file in the Batch Record Editor.
Lab 6 Cloning BACnet Equips

In this section, you will clone the Vav equip that you defined using it as a model for additional
VAV equips in the BACnet integration.
1. In the Connectors Tree, click on BACnet to display all BACnet Connectors.

2. In the BACNET Connectors pane, select Bacnet Vav-07 and Bacnet Vav-08 and click the
Clone button at the bottom.
3. In the Clone Options box, select Vav-06 as the Template and Bacnet Vav-06 as the Base
URL. Then click Create button.
4. In the Second Floor of the Equip Tree you will now have all three VAVs.
5. Select Vav-07 and Vav-08 one at a time and edit the name in the property page to
remove the word Bacnet from their name.
Lab 7 Restoring a device from a Saved Template (.fst)

Restoring a Device from a Template
In this section, you will add a cooling only VAV from a template and then clone the VAV equip.
1. In the Equip Tree, click on the site Aquarium to select it.
2. At the bottom right corner of the Tree pane, click on the Tools button.
3. In the menu, select Templates->Restore Template
4. In the Restore Template dialog box, click on Choose File. In the file manager that opens,
go to the class files to ClassResources->Templates and choose the file
CoolOnlyVav.fst then select the Restore button.
A new Site called Template Site was added to the Equip Tree and a new connector
called BacnetCoolOnlyVAV was added to the Bacnet Connectors.
5. Click on the HOME button in the Navigation Header to set the context at the Top Level.
6. In the Connectors Tree, click on BACnet to view the BACNET CONNECTORS pane.
7. In the list of BACnet Connectors in the main view, select both Bacnet Vav-09 and
Bacnet Vav-10 and then click on the Clone button at the bottom.
8. In the Clone Options box, select Template Site to Show Equipment From; Template Site
CoolOnlyVAV for Equip to use as Template; and BacnetCoolOnlyVAV as the Base URL.
Then click the Create button.
You will now see Vav-09 and Vav-10 on Floor 1 of the Template Site.
9. Select and drag these two VAVs up to the Second Floor of Aquarium and rename them
to remove the word Bacnet from each of their names.
10. Refresh the Second Floor to see all your equips.
Lab 8 Batch Update ahuRef

In this section, you will batch update the ahuRef for the new BACnet VAVs you have added to
assign them to AHU-2. All VAVs should have a reference tag (ahuRef) that indicates from
which AHU they are receiving their conditioned air.
1. In the Equip Tree, expand Aquarium->Second Floor, and select all 5 VAVs. (Vav-06 – Vav-10)
2. With all 5 VAVs selected, click the Tools button at the bottom of the Tree Sidebar and click
on Batch Update ahuRef tool.
3. In the selector, choose Aquarium AHU-2 and click APPLY.
4. Click on one the affected VAVs and find the new tag ahuRef on the property page.
Lab 9 Building Summary Views

Creating and Viewing a Summary View of VAV Data
In this section, you will create Summary Views of VAV data to be viewed at various levels of the
Navigation Tree.
5. In the Navigation Header, navigate to Aquarium->Ground Floor->Vav-01.
6. With Vav-01 selected, click on the App Launcher button, scroll down to the System
Integrator Apps, and click on Summary Builder->New to launch the Create Summary wizard.
7. Name the summary VAV Summary
8. Choose for the Summary to run on the Site, Floor, and the AHU levels.
9. Select all VAV points.
10. Edit the filter to remove the hotWaterReheat tag, and click the Next button at the bottom
right.
11. In the Set Summary Point Order page, click Apply to create the summary views.
12. In the Navigation Header, change the focus back to the Ground Floor.
13. In the App Launcher, open the End User Summary App.
14. In the right-hand Apps sidebar, you should see the new FLOOR VAV SUMMARY listed.
15. Click on the blue grid icon to view the Floor VAV Summary in a pop-up window.
Lab 10 Building Logic in bLine

Creating a Fan Control Application
In this section, you will create some logic in bLine to meet the Sequence of Operations of the
Fan Control application for a small café.
The sequence of operations for this fan control application is as follows:
a) The circulation fan is controlled by a schedule to be ON from 8am to 5pm Monday
to Friday with all other times scheduled OFF.
b) The exhaust fan is controlled by a schedule to be SLOW from 8am to 5pm Monday
to Friday with all other times scheduled OFF.
c) Zone temperature should be monitored, and whenever the space is Occupied and
the zone temperature exceeds 80 deg f. for more than 5 seconds, the exhaust fan
should be controlled to FAST mode.
Adding Equipment from a Template.

To perform this lab, you will first need to restore a piece of equipment from a template. That
template is in the class folder.
1. In the Equip Tree, click on the site Aquarium to select it.
2. At the bottom right corner of the Tree pane, click on the Tools button.
3. In the menu, select Templates->Restore Template
4. In the Restore Template dialog box, click on Choose File. In the file manager that opens, go
to the class files to ClassResources->Templates and choose the file
Diamond Bar Site.fst then select the Restore button.
5. In your DB Builder Equip Tree, you should now see a Diamond Bar site. Expand that site to
find the Cafe under Floor 1.
6. Click on Diamond Bar site to open the property page and set the ‘TIME ZONE’ to the
appropriate zone for your location. (Don’t worry about the other geo-location properties at
this time.)
7. Click on the little button to the right of the TIME ZONE property to “Sync Time Zones for All
Points,” which will synchronize all child objects within the site to the same time zone. Then
click YES on the pop-up to complete the action.
Creating a bLine Program and adding Variables.

In this section, you will create a new bLine program and add some variables to be used in the
routine in the program.
1. From the Navigation Header, drill down to Diamond Bar -> Floor 1 -> Cafe to establish the
target location for the program to run.
2. From App Launcher Button, click on the Logic Builder app, and then click on ‘New’ to open
the wizard.
3. Call the Name of the program ‘fanControl’ with a short description of the Sequence of
Operations as described above.
4. Leave the Program On tags as (cafe and equip).
5. Select all three points in the Points list, and click on the ‘OKAY’ button at the bottom right
corner of the form.
6. You should now see a Success pop-up. Click OK in the pop-up.
7. In the App sidebar, you should now see the list of variables in the Logic Builder menu. Click
on Edit to open the fanControl program in the bLine editor.
NOTE: In the left sidebar, you should see the variables with their get and set blocks as well
as the Block Library down below.
Adding a Routine to a bLine Program.

In this section, you will create a routine to perform the functions called for by the Sequence of
Operations. You will need to check for occupancy and zone temperature, and depending upon
their variations, set the exhaust fan to either Off, Slow, or Fast. Therefore, you will need 1
circFan Get, 1 zoneTemp Get, 3 exhaustFan Sets, and a couple of IF blocks.
1. Drag an exhaustFan Set block from the left sidebar 3 times and arrange the block similar to
the following:
2. In the set to field for each of the 3 blocks, put in the strings Off, Slow, and Fast as applicable.
3. Drag a circFan Get block and a zoneTemp Get block onto the editing page and arrange.
4. From the Block Library, add 2 ‘If’ blocks, as well as a ‘CmpGtEq’ and a ‘CondDelay’ block and
arrange as shown:
HINT: Use the search field to make it easy to find the blocks you need.
5. Set the condDelay to a 5 second delay (5 sec).
6. Set the b value of the cmpGtEq block to 80.
7. Link the conditions and values as well as the flow order as shown below:
8. Click the ‘Save current program’ button in the upper left corner, directly under the program
name.
9. Refresh the sub-menu to see the live variables respond to the programming.
NOTE: Command the circFan to ON to see the exhaustFan running Slow or Fast.
Lab 11 Using a Simple Math Application

Using a Simple Math Application Part 1
In this section, you will add another equip to the Diamond Bar Site, as well as create a local
point to be used in a bLine program.
The points being used in this program are not currently in your project, and will need to be
added from FIN Network of the existing Haystack connection. Therefore, the first step to
perform is to enable the FIN Network in our DB Builder Tree view.
1. Click on the Icon in the left end of the Navigation Header to open the App Launcher.
2. Scroll down to the Advanced App section and select the Settings App
3. In the App Sidebar, select Ext (Extensions) to open the list of available FIN Extensions.
4. Scroll down in the list to find the FinNetwork extension. Click on it and then Enable the
extension.
5. Open the App Launcher again and select the DB Builder App.
6. In the Select Tree function, scroll down and SHOW the FIN Network tree.
7. Expand the FIN Network tree and expand the Haystack Server.
When challenged for credentials, use the same superuser credentials you use to open the
FIN Framework.
8. In the remote project Equip Tree, expand the site Wilson and expand Floor 1.
9. At the top of the local Equip Tree, expand the site Diamond Bar.
10. With your mouse, drag the equip Lighting Panel from the remote site Wilson to your local
Equip Tree and drop it onto Floor 1 of Diamond Bar.
11. Expand the Lighting Panel in Diamond Bar. Your points list should resemble the following:
12. Add the marker tag lighting to the Lighting Panel.

13. Add the marker tag power to the kW points and the marker tag lights to the lighting points.
Also, make sure that the lighting points are writable.
14. Select the Lighting Panel equip.
15. At the bottom of the Tree Sidebar, click the ADD button and Add Point to the Lighting Panel.
16. Name the point Lighting Power, leave it as a Number type, and click Create.
17. Fill in the properties as indicated below and then hit the SAVE button in the bottom right
corner.
Point Name LightingPower

Point-Kind Options -> Precision 1
Units kW
Is Writable Yes
Add Marker Tags elec,power
18. Using the ‘Set’ command, set the default value of the LightingPower to 0.
Using a Simple Math Application Part 2

In this section, instead of creating a new program, you will simply copy a program from the FIN
Network remote project.
1. In the remote project, expand the Programs Tree.
2. Drag the program named powerAggregation from the remote project and drop it into the
Programs Tree of the local project.
3. Make the current context to be the Lighting Panel in the Diamond Bar site of the local
project.
4. Set the ‘Show Points For’ option from the tree and set the view to Live.
Notice that by turning on the lights, the total power is automatically calculated by the new
program you copied from the remote project.
5. Expand the Programs tree and select powerAggregation program . In the bottom right
corner of the Tree sidebar is now an edit button .
6. Click the edit button and then select to open the editor in a new window.
7. In the new window, you will see this program.
8. To test this program, command the lights to be on and off and see if the kW point values
add up to the LightingPower value.
Lab 12 Creating and Using Logic Bundles

The issue is that from either AHU in the site Aquarium, we want to see average values from a
sample of points in the VAV boxes.
There are two AHU units with 5 corresponding VAV boxes for each AHU.
To do this, we will write one program tagged to run on the VAV boxes and anther program
tagged to run on the AHUs. The AHU program will get information from the VAV program. In
that instance, the VAV program is referred to as a Bundle. The bundle can provide rolled-up
information about all the VAVs to the appropriately referenced AHUs.
In the first program, we will only list the points that we need to query from the VAV boxes. But,
we will write no actual logic. In the second program, at the AHU level, we will pull the data
from the VAV using the first program as a pre-query to define what data we are looking at in
the VAV.
1. In the Navigation Header, drill down in the Aquarium site to Ground Floor -> Vav-1.
2. With the focus on the VAV, click on the App Launcher and select Logic Builder->New.
3. Name the program vavValues, for the ‘Program On’ tags, use equip and hvac and vav"
4. Select the points AirFlow, Damper, and Room Temp from the list for variables and click OK
to finish the wizard.
5. Click OK on the Success pop-up. Notice the live variable values in the right-hand menu.
6. In the Navigation Header, back up the navigation tree to select AHU-1

7. Select Logic Builder in the App Launcher, and then New to make a new program.
8. Name the program vavRollup and fill in the summary to say, “create average values from
vav data points”
9. Leave the Program On filter to be: ahu and equip and hvac and vavZone"
10. In the Points selection window, select only Bundle:vavValues
Note: A bundle is another program that is running on records that have a reference to the
records that a different program runs on. In this instance, the program on the AHU is getting
information from a program that runs on the VAV. The VAV has an ahuRef that links it to this
AHU. Therefore, the program running on the VAV is considered a bundle to the program
running on the AHU. Simple!
11. Click OKAY to create the program and then click OK on the Success pop-up.
12. In the right-hand menu, click Edit to open the program editor.
13. Drag a Get for the bundle variable
14. Add a gridSelectCol block and an average block and in the gridSelectCol block, type in
Damper in the colName field.
NOTE: The colName has to be the Var Name or the Display Name of one of the variables from
the vavValues logic program.)
15. In the right-hand menu, click on Add Variables to add a new number variable called
‘aveDamper’ and give it a default value of 0.
16. Add a set for the aveDamper and create the links as shown below.
17. Link the flow from the routineStart to the set aveDamper.
18. Save the program and see the aveDamper value in the right-hand Nav/Menu sidebar.
19. Repeat steps 15 through 19 to get the average values for airFlow and roomTemp.
20. After you are through, your program logic will resemble the following.
Lab 13 Creating and Viewing Alarms

Creating a High Temperature Alarm for an Equip
In this section, you will create a bLine program that will monitor the Zone Temp of the Cafe and
compare it to a high temp value, above which, it will send an alarm notification.
1. In the Navigation Header, drill down to Diamond Bar -> Floor 1 -> Cafe to establish the
target location for the program to run.
2. From App Launcher, click on the Logic Builder app, and then click on ‘New’ to open the
wizard.
3. Call the Name of the program ‘cafeAlarm’ with a short description that explains this is a
Space Temp alarm for the Cafe.
4. Leave the Program On tags as (cafe and equip).
5. Select the Space Temp point in the Points list, and click on the ‘OK’ button at the bottom
right corner of the form. Then click OK on the Success pop-up as well.
6. In the right-hand sub-menu, click on Add Variables and then click ‘Var’ to add the alarm
variable to be used in the program.
7. In the Create New Variable dialog, make the name ‘highTemp’ and the Data Type ‘Bool’ and
click Okay.
8. Set the default value of the highTemp variable to false, and click Apply. Then click OK on the
Success pop-up as well.
9. In the right-hand sub-menu, click Edit to open the program editor. Drag a spaceTemp Get
block and a highTemp Set block onto the editing page and arrange.
10. From the Block Library, add to the program a compare->greater than or equal to (cmpGtEq)
and an alarm block, and arrange all blocks as shown:
11. In the Alarm block, select the variable “highTemp”, add alarmText, and set a priority.
12. In the cmpGtEq block, set the b value to 85.
13. Link the conditions and values as well as the flow order as shown below:
14. Save the program.

Now, you will view the alarm you created.
1. In the App Launcher, select the Alarms App
2. If your Cafe has gone into alarm, you should see something similar to this.
Lab 14 Set up Email for Reporting Alarms

Creating and Emailing a High Temperature Alarm for a set of VAVs
For this lab, set up email in the project, create an Alarm Topic, and subscribe a user to the Alarm
Topic. Then, create a bLine program that will monitor the Space Temp of all VAV controllers
in the Aquarium Site, such that if there is a high temperature it will send an alarm
notification and email the subscribed users of the alarm.
Set up Email on the Host Settings Page

1. Click on the App Launcher button, then click on the Host App. (Or if you already have the
Host open in another browser tab, simply click on that tab to access the Host.)
2. In the Header, click on the Settings Icon to open the Settings Page.
3. At the top of the Settings Page, you will find all the Email Server settings. In the Email
portion of this form, fill out the information you would get from the company IT department
(or email administrator).
WARNING: Do not remove the smtp:// from the beginning of the URI field. If your ISP or IT
Department tells you to put in something like smtp.comcast.net, it should read:
smtp://smtp.comcast.net. Removing the smtp:// from the beginning of the property field could
make further edits to this page not possible.
NOTE: To use Gmail or Yahoo mail, you will need to create and use an App Password in your
account at Gmail or Yahoo mail. Other email providers may require the same function.
Google it to see how to set this up for your email provider.
Create an Alarm Topic for the intended alarm.

1. From the App Launcher, Select the Folio App and click on Launch.
2. In the Right-hand side of the Folio – Lite app, select the Tools button.
Then, click Subscriptions->Create Alarm Topic.
NOTE: Notice in the screen shot above there is a menu to set the Daily Digest Time. That is used
to trigger the time at which you want your email digest of the previous day’s alarms.
3. Create a topic for HVAC Alarms by using a custom tag ‘hvac’ as shown below; then click on
the Create button:
Create and edit a new user and subscribe to the new topic.
1. Open the Host app.
2. Click on Users in the left-hand column and select Create at the bottom.
3. Fill in the following properties in the New User dialog box, then click Create.
USERNAME Use a nickname for yourself

FIRST NAME Your first name
LAST NAME Your last name
EMAIL Must be in valid email format
USER TYPE ADMIN
4. Create a temporary password. The user will be required to change the password at the next
login.
5. Click on the edit button to add additional properties to your user.
6. In the Edit User dialog, scroll down to the Custom Properties. In the field: Topics Email
Immediate, select: HVAC ALARMS TRAINING
Click Apply and Save.
Create a new alarm and assign the alarm block to the HVAC Alarms topic
1. In the Navigation Header, navigate to Aquarium->Ground Floor->Vav-01.
NOTE: In the steps below, make sure that you add the marker tag in step 3 before the first
time you save the program. You don’t want an alarm to occur before you are able to add the
tag.
2. Using logic builder, create an alarm routine that will report an alarm when VAV Room Temp
is more than 5 degrees away from Setpoint.
3. In the alarm block for the high temp, add a marker tag: hvac.
4. If successful, you will get a notification in the Alarm Console and an email in your inbox:
Lab 15 Creating and Editing Schedules

Setting a Point to be Schedulable
In this section, you will edit a point so that it can be controlled by a schedule.
1. In the DB Builder Equip Tree, expand the tree down to the Diamond Bar->Floor 1->Cafe-
>CircFan and open the property page.
2. In the upper-right corner of the Essentials, use the Action button to ‘Auto’ all manual
overrides.
3. In the Schedule section, toggle the Schedule Setting to active. This will make this point
schedulable.
4. Click SAVE at the bottom to save the change.
Creating a New Schedule

In this section, you will create a new Schedule, create daily events, and assign a point to the
schedule.
1. Open the Schedules App, click on the little gear icon in the left corner, and then click on
Create New Schedule.
2. In the dialog box, make the name of the new schedule ‘Cafe Schedule.’
3. Set the SCHEDULE-TYPE to BOOLEAN and set the default value to ‘FALSE’ and click OK.
4. On the next screen, you can select any point or multiple points to be controlled by that new
schedule. The lists of points are only the Schedulable points in the project.
5. Find and select the Diamond Bar Cafe CircFan and click the OK button.
6. In the Menu sidebar, click on the new Cafe Schedule and select ‘Edit’ to open the schedule
editor.
7. Click on the Add button in the top left corner, click on Monday to add the time block, then
adjust the start and stop times by dragging the handles to start at 8am and end at 5pm.
8. Click ‘Apply’ at the top, select the Event Value (ON), and then click ‘Apply’ again to complete
the edit.
9. In the upper-left corner click on the arrow button to return to the schedules list.
10. Then click on the Cafe Schedule to open the slider menu and then select Tools.
11. Use the tool; Duplicate Schedule Day to copy Monday to Tuesday – Friday.
All the days should now appear the same in the schedule.
12. In DB Builder, you should now see the CircFan point status as Running @ 15.
NOTE: You should also notice that the ExhaustFan is either Slow@14 or Fast@14, depending
upon the ZoneTemp value. The ExhaustFan point is being controlled by the fanControl program
that you created earlier.
Adtitional Activity: Set all VAV Occ Mode points to schedulable, create a Zone Schedule, assign
all VAVs to the new Zone schedule. Set the Zone Schedule to be occupied M-F 7:30 – 4:30.
Lab 16 Creating and Viewing Histories

Creating Collected Histories for data points
In this section, you will set some points to start collecting histories of their live data. You will use
points from the Cafe equip in the Chino site for this lab.
CircFan Point
1. In the DB Builder app, expand the Diamond Bar, Floor1, and Cafe to reveal the three data
points in the Equip tree.
2. Select the CircFan point to expose the properties.
3. Toggle the History to enabled, and set the history type to “Collected.”
4. Set to collect once every minute.
5. Click on the SAVE button at the bottom of the page to save your changes.
ExFan Point
1. Select the Exhaust Fan point to expose the property sheet.
3. Set to collect on Change of Value (COV) only.
ZoneTemp Point
1. Select the Space Temp point to expose the property sheet.
3. Set to collect once every minute and on COV of more than 5.
Viewing Collected Histories in the Historian App

In this section, you will build and save a chart for the various histories being collected.
1. In the Navigation Header, navigate to Diamond Bar->Floor1->Cafe.
2. In the App Launcher, select the Historian App.
3. Select “+ Add New Chart” to open the point Select menu.
4. Toggle the selector for all three datapoints to add them to your new chart. Click OK.
5. After the charts render in the sidebar, click the Gear button and then Launch View to sling
the charts to the main view window.
6. Click the Gear button and then SAVE to save the chart for future use.
Give the chart a name.
Additional Activity: See if you can set all numeric points to collect every 15 minutes and on
change of value > 5. Set the tags for one point, and then clone the appropriate tags to all
other numeric points.
Lab 17 Creating an AHU Graphic

In this section, you will create a graphic for the AHU equips in the Aquarium site. When creating
graphics for equipment or for floors, navigate to that specific location and then launch the
Graphic Builder app.
1. In the Navigation Header, drill down to Aquarium->Ground Floor->AHU-1.

2. With AHU-1 set as your navigation location, in the App Launcher, click on Graphics Builder
and then select New. The Create an Equip Graphic dialog will display.
3. In the Create an Equip Graphic dialog, set the following properties:
a. Graphic Name: MyAHU
b. Graphic Template: AHU Template
c. Graphic On Filter: ahu and equip and hvac and vavZone
d. Relativization: Relative: By Tags
e. Points: Select All Points to include them in graphic project
f. Add Components for: Select all points except ZoneTemp and ZoneTempSP
4. Click OK to complete the wizard function and create your graphic. You should see a
confirmation pop-up. Click OK to close the dialog box.
In the Menu sidebar, you will now see MyAHU listed as a graphic associated with Aquarium
AHU-1.
5. Click on the menu item MyAHU, then select Edit.
6. In the sidebar menu, click on Magic Buttons, and then Smart Label to Graphic Objects in
order to automatically move all your graphic objects across the top of the page.
7. Using your mouse, move all the graphical objects to their correct positions.
8. In the sidebar, click again on Smart Labels to Graphic Objects.
9. This will move all your labels to their respective graphic objects. You may wish to further
refine the location and sizes of the labels using your mouse.
Next you will add an Overview Box

10. In the tools sidebar, click again on Overview Box, then select New.
11. In the Create Overview Box dialog, select all the temperature and the Supply Air Flow, then
click APPLY.
12. In the Change Point Names dialog, change the Overview Box name Label to ‘Temperatures,’
then click on APPLY.
13. Resize and reposition your new Overview Box as desired to make it fit nicely.
14. Click on the Save icon in the top toolbar, then click on the SAVE button at the bottom of the
pop-up dialog.
Your AHU graphic is complete. You should be able to view it in the Graphic app.
Lab 18 Creating a VAV Graphic

In this section, you will create a graphic for the VAV equips in the Aquarium site. When creating
graphics for equipment, navigate to that specific location and then launch the Graphic
Builder app.
1. In the Navigation Header, drill down to Aquarium->Ground Floor->Vav-01.

2. With Vav-01 set as your navigation location, in the App Launcher, click on Graphics Builder
and then select New. The Create an Equip Graphic dialog will display.
3. In the Create an Equip Graphic dialog, set the following properties:
a. Graphic Name: MyVAV
b. Graphic Template: VAV Template
c. Graphic On Filter: equip and hvac and vav
d. Relativization: Relative: By Tags
e. Points: Select All VAV Points. Do not select any Ref points
f. Add Components for: Select the points Damper, ReHeat, and SAT
4. Click OK to complete the wizard function and create your graphic. You should see a
confirmation pop-up. Click OK to close the dialog box.
In the Menu sidebar, you will now see MyVAV listed as a graphic associated with Aquarium
VAV-01.
5. Click on the menu item MyVAV, then select Edit.
6. When the graphic opens, it will resemble the following:
7. In the sidebar menu, click on Magic Buttons, and then Smart Label to Graphic Objects in
order to automatically move all your graphic objects across the top of the page.
8. Using your mouse, move the graphical objects to their correct positions.
9. In the sidebar menu, click again on Smart Labels to Graphic Objects.
10. This will move all your labels to their respective graphic objects. You may wish to further
refine the location and sizes of the labels using your mouse.
Next you will add an Overview Box

11. In the sidebar menu, click again on Overview Box, then select New.
12. In the Create Overview Box dialog, select all the points, then click APPLY.
13. In the Change Point Names dialog, change the Overview Box name Label to ‘Point Values,’
then click on APPLY.
14. Resize and reposition your new Overview Box as desired to make it fit nicely.
15. Click on the Save icon in the top toolbar, then click on the SAVE button at the bottom of the
pop-up dialog.
Your VAV graphic is complete. You should be able to view it in the Graphic app.
Lab 19 Creating a Floor Plan Graphic

In this section, you will create a graphic for a floor in the Aquarium site. The floor plan will show
5 VAV zones with color spectrum displaying the delta temps between zoneTemp and
setPoint for each zone. There will also be hyperlinks from the various zones to each of the
VAVs controlling the zone and hyperlinks to the AHU delivering air to the various VAVs.
Similar to creating equip graphics, when creating a floorplan graphic, navigate to that
specific floor and then launch the Graphic Builder app.
1. In the Navigation Header, drill down to Aquarium->Ground Floor.

2. With Ground Floor set as your navigation location, in the App Launcher, click on Graphics
Builder and then select New. The Create a Floorplan Graphic dialog will display.
Notice that the name “Ground Floor Floorplan” has been added for you automatically. If you
don’t like that name, you can change it here.
3. In the ‘Pick a Sample Equip’ field, choose Vav-01
4. Since we want to create a spectrum color background for the zone, you will want to
compare Room Temp to Room Setpoint. You will see that those points were chosen for you
automatically. Leave them alone unless you want to compare two other points (you don’t).
Click OK to keep these choices.
5. In the next dialog box, you should see all the equips on that floor that are the same as the
equip type you chose as the sample in the first dialog. In this case, all 5 VAVs are listed.
6. If you want to make the zone colors gradient, select that feature, then click on the OK
button to create your graphic.
7. You should see a confirmation pop-up. Click OK to close the dialog box.
In the Menu sidebar, you will now see Ground Floor Floorplan listed as a graphic associated
with Aquarium Ground Floor.
8. Click on the menu item Ground Floor Floorplan, then select Edit.
9. When the graphic opens, it should resemble the picture below with the page title at the top
left corner and the color spectrum legend in the upper right corner. You should also notice
that there are some VAV Controller labels already created as well.
10. Open the file manager on your PC and browse to the class folder given to you at the
beginning of the class. Drill down to ClassResources->Images->Floors. In the Floors folder
you will find the floor1_3d.png file.
11. Using your mouse, drag the floor1_3d.png file from your file manager directly onto the
graphic editor open space. This will transfer the file to the available resources in the Graphic
Builder as well as display the floor on the background of the graphic.
12. Resize the image, right-click on the image and Arrange->Send to Back. Then in the
Properties, click on the little lock button to lock the image in place on the graphic page.
13. In the left-hand sidebar, click on the little 3-dot button and then VIRTUAL POINTS in order
to open the Virtual Points list.
14. In the Virtual Points list, click on Vav-01 Room Temp, then click on the Poly Tool icon in the
top toolbar, then draw the polygon around zone 1.
15. Repeat the last step for each of the other 4 zones. Click on the Room Temp, and then draw
the polygon around the zone. When you have finished all 5 zones, your floor plan will look
like this. (but without those red labels)
16. Click on the button in the upper right to open the right-hand graphic menu, click on Magic
Buttons, and then select Smart Label to Polys to move all the VAV labels on top of their
respective polygons.
17. Click on the Save icon in the top toolbar and then select SAVE on the dialog box.
18. Your Floor Plan graphic is complete. You should be able to view it in the Graphic app.
Lab 20 Creating Users

Creating a New User for the Project
In this section, you will create a new user account for the Training project.
1. Open the Host app.
2. Click on Users in the left-hand column and select Create at the bottom.
3. Fill in the following properties in the New User dialog box, then click Create.
USERNAME Use a nickname for yourself

FIRST NAME Your first name
LAST NAME Your last name
EMAIL Must be in valid email format
USER ROLE ADMIN
4. Create a temporary password. The user will be required to change the password at the next
login.
5. Click on the edit button to add additional properties to your user.
6. In the Edit User dialog, select Project Access and turn off access to the Demo Project.
Click Apply and Save.
7. Log out of the project and then log back in using your new User. You should be asked to
reset your password. Create a new password and confirm the password.
8. Upon login, you should only see the Training Project in the Host App and no tools on the
left-hand column.
NOTE: Only SuperUsers are able to see the left-hand column in the Host App and have
access to the various host tools.
Configuring App Permissions

In this section, you will set the App Permissions for your new user. To do this, you have to be
logged in as the Super User.
1. As a SuperUser, open the host app and select the Users in the left-hand column.
2. Select your New User that you created above, click on the Edit button.
3. Select the Application Access
NOTE: There is a bug in the current Release Version where, if you use the ENABLE ALL or
DISABLE ALL buttons, the changes you make will not save. You will have to manually enable
or disable any Application access that you desire to change.
4. In the Application Access dialog, individually toggle to disable all APPs except only ALARMS,
GRAPHICS, HISTORIAN, NOTES, AND SUMMARY apps and then click APPLY.
5. Save the User changes.

6. Log Off; then Log in as the new user and see how the Apps Menu has been impacted by
these settings.
7. Log off and then log back in as Super User.

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FIN 5.

Copyright and Patent Notice

Copyright © 2023 J2 Innovation, Inc. All rights reserved.

Lab 2 Adding a Haystack Connector and Site to your Project .........................................3

Lab 3 Restoring Saved Library Records .........................................................................6

Lab 4 Adding a BACnet Connector ................................................................................7

Lab 5 Adding Points from a BACnet Connector ..............................................................9

Lab 6 Cloning BACnet Equips ...................................................................................... 12

Lab 8 Batch Update ahuRef ........................................................................................ 15

Lab 10 Building Logic in bLine....................................................................................... 18

Lab 11 Using a Simple Math Application ...................................................................... 25

Lab 12 Creating and Using Logic Bundles ...................................................................... 30

Copyright J2 Innovations iii

Lab 13 Creating and Viewing Alarms ............................................................................ 36

Lab 14 Set up Email for Reporting Alarms ..................................................................... 38

Lab 15 Creating and Editing Schedules ......................................................................... 44

Lab 16 Creating and Viewing Histories ......................................................................... 47

Lab 17 Creating an AHU Graphic .................................................................................. 50

Lab 1 Create a New Project

Click OK on the Success pop-up.

Lab 2 Adding a Haystack Connector and Site to your Project

Then click on the ADD button at the bottom.

Adding a site from a Haystack Connection to your Project.

Lab 3 Restoring Saved Library Records

2. In the menu, select Create Batch Records->Upload Saved Records.

Lab 4 Adding a BACnet Connector

Discover and add BACnet Connections

Click OK on the Success dialog pop-op.

Lab 5 Adding Points from a BACnet Connector

4. In the Equip Tree, select AHU-2.

Lab 6 Cloning BACnet Equips

1. In the Connectors Tree, click on BACnet to display all BACnet Connectors.

Lab 7 Restoring a device from a Saved Template (.fst)

Lab 8 Batch Update ahuRef

3. In the selector, choose Aquarium AHU-2 and click APPLY.

Lab 9 Building Summary Views

Lab 10 Building Logic in bLine

Adding Equipment from a Template.

Creating a bLine Program and adding Variables.

6. You should now see a Success pop-up. Click OK in the pop-up.

Adding a Routine to a bLine Program.

Lab 11 Using a Simple Math Application

12. Add the marker tag lighting to the Lighting Panel.

Point Name LightingPower

Using a Simple Math Application Part 2

Lab 12 Creating and Using Logic Bundles

6. In the Navigation Header, back up the navigation tree to select AHU-1

13. Drag a Get for the bundle variable

Lab 13 Creating and Viewing Alarms

14. Save the program.

Lab 14 Set up Email for Reporting Alarms

Set up Email on the Host Settings Page

Create an Alarm Topic for the intended alarm.

USERNAME Use a nickname for yourself

5. Click on the edit button to add additional properties to your user.

Lab 15 Creating and Editing Schedules

Creating a New Schedule

Lab 16 Creating and Viewing Histories

Viewing Collected Histories in the Historian App

Lab 17 Creating an AHU Graphic