Carrier 11-808-1112-01 Test and Balance v9.0 User Guide

Carrier 11-808-1112-01 Test and Balance v9.0

Product Information

Specifications

• Product Name : Test and Balance v9.0
• Manufacturer: Carrier
• Version: 9.0
• Website: www.hvacpartners.com

Product Usage Instructions

Calibrating Air Terminals

1. Connect to the controller or sensor through the Rnet port or Service port.
2. Choose to balance just the connected zone or all zones for the related air source.
3. Calibrate airflow or static pressure. Changes are saved directly to the controller.
4. Optional: Run a report in Test & Balance.

Step 1: Connect to the Controller or Sensor

Multiple operators connected to different Rnet or Service port networks can use Test & Balance simultaneously. Ensure proper wiring polarity to prevent damage.

To Connect to the Rnet Port

1. If your computer lacks the USB Link driver, install it before connecting.
2. If using a USB isolator, plug it into your computer’s USB port before connecting the USB Link cable.
   • Caution : Check wiring polarity to prevent damage to the USB Link and controller.

FAQ

What is Test & Balance used for?

Test & Balance is used to manipulate controllers associated with an air source, excluding the air source itself and heating/cooling equipment like chillers and boilers.

What is Test & Balance? 

The Test & Balance application lets you:

• Calibrate airflow sensors in Open VAV/VVT zone controllers, TruVu™ VAV/VVT zone controllers, or any TruVu™ controllers that are using the Airflow microblock
• Calibrate the static pressure in an Open VVT bypass controller or TruVu™ VVT bypass controller
• Commission air terminals
• Override reheat and terminal fans to test and balance related systems
  • NOTE You use Test & Balance to manipulate the controllers associated with an air source, but not the air source itself or heating and cooling equipment such as chillers and boilers.

Calibrating air terminals

To calibrate air terminals, do the following:

Step 1 : Connect to the controller or sensor through the Rnet port (page 3) or Connect to the controller through the Service port (page 4) You have the option to balance just the zone you are connected to or all zones for the related air source.
Step 2 : Calibrate airflow (page 7) or calibrate static pressure (page 7). Changes you make in Test & Balance are saved directly to the controller and take effect immediately.
Step 3 : Upload calibration values to the i-Vu® application (page 11).
Step 4 : Run a report in Test & Balance (page 12) (optional).

Step 1 : Connect to the controller or sensor

In this step, you connect a laptop running Test & Balance to the

• Rnet-enabled sensor communicating with the zone or bypass controller
• Rnet port of Open or TruVu™ VAV/VVT zone or VVT bypass controllers
• Service port of TruVu™ VAV/VVT zone or VVT bypass controllers
  • NOTE Multiple operators connected to different Rnet or Service port networks can use Test & Balance simultaneously. If they issue different commands for the same equipment, the last command received overrides previous commands.

To connect to the Rnet port

PREREQUISITES

• For the i-Vu® application to communicate with the controller, the controller must have been downloaded with at least its driver (4.x or later).
• Laptop with USB port
• USB Link (Part #USB-L)

Using a USB Link

1. If your computer does not already have the USB Link driver installed, install it before you connect the USB Link to your computer.
   • NOTE The driver is installed with the i-Vu® v5 or later system. Please refer to the Silicon Labs website and search “CP210x USB to UART Bridge VCP Drivers” for the most current device drivers.
2. Connect the computer to the Rnet port of the controller or local access port of the sensor using the USB Link cable(s).

NOTE: If using a USB isolator, plug the isolator into your computer’s USB port, and then plug the USB Link cable into the isolator.
CAUTION: If multiple controllers share power but polarity was not maintained when they were wired, the difference between the controller’s ground and the computer’s AC power ground could damage the USB Link and the controller. If you are not sure of the wiring polarity, use a USB isolator between the computer and the USB Link. Purchase a USB isolator online from a third-party manufacturer. Plug the isolator into your computer’s USB port, and then plug the USB Link cable into the isolator.

1. Start the Test & Balance.
2. Select Session > New.
3. Enter the requested information. See table below.

Go to Step 2 : Calibrate an air terminal

To connect to the Service port

In this step, you must first establish a connection from your laptop to the TruVu™ controller’s Service Port. You can connect the controller to the Service port using a cable or a wireless connection. Once you have established a successful connection, you can run Test & Balance on your laptop.

To connect using the Carrier® wireless service adapter

1. Insert the Carrier® wireless service adapter (part# USB-W) into the controller’s USB Service Port to communicate with a Wi-Fi-compatible computer.
2. CAUTION If the Eth1 port is in use, connect a USB Type-A Male to Female extension cable to the USB Service Port and the Carrier® wireless service adapter.
3. Open your computer’s wireless network display to view your available wireless networks.
4. NOTE The controller only supports the 5 GHz band and not the 2.4 GHz band.
5. Connect to the wireless network using the network SSID and password that are printed on the Carrier® wireless service adapter.
6. Open a web browser on the computer and navigate to http://local.access or http://169.254.1.1 to verify your connection.
7. Start Test & Balance.
8. Select Session > New.
9. Enter the requested information. See the table below.
10. Click Connect.

To connect using a USB cable

1. Connect a USB Type-A Male to Male USB cable from a computer to the controller’s Service port, as shown below

2. A new Ethernet connection will appear on your computer.

3. If your computer uses a static IP address, use the following settings for the new connection:
   ○ Address : 169.254.1.x, where x is 2 to 7
   ○ Subnet Mask : 255.255.255.248
   ○ Default Gateway : 169.254.1.1
   If it uses a DHCP address, leave the address as it is.

4. Open a web browser on the computer

5. Navigate to http://local.access or http://169.254.1.1 to verify your connection.

6. Start Test & Balance.

7. Select Session > New.

8. Enter the requested information. See table below.

9. Click Connect.

Step 2: Calibrate an air terminal

Follow the appropriate instructions below for the type of air terminal you want to calibrate.

NOTE If needed, you can issue a damper command to multiple air terminals (page 14) simultaneously.

When finished, go to Step 3: Upload calibration values to i-Vu®

To calibrate VAV zone airflow

1. Select the VAV zone air terminal in the tree.
   NOTE You can select View > Device ID or View > Primary Use to show this information next to each item in the tree.

2. Select the Test and Balance tab.
   NOTE If or appear on the status bar, see Air terminal calibration status (page 13) to determine what you must do before calibration can occur.

3. Verify that the air source is off and that airflow has stopped.

4. Click Zero Calibrate.
   NOTE The table below describes each damper command. Commands with a are required. Optional commands improve system accuracy. Do these in order from top to bottom for best results.

5. The status bar shows Damper Moving. Wait until it shows Damper Ready.

6. If the controller has an external actuator, do the following:
   a) Type the Measured Flow in the fields beside Zero Calibrate.
   b) Click the Current Sensor Reading button to copy the value to the Sensor Reading field, or type an adjusted value in the field.

7. Turn on the air source.

8. For each additional calibration step that you want to perform, do the following:
   a) Click its Damper Command button.
   b) Wait for Damper Ready.
   c) Enter the Measured Flow and Sensor Reading as described in step 6.

9. Click Apply to send your changes to the controller and update the Last Calibration Date on the air source’s page.
   NOTE If desired, you can click Apply after each calibration step.

10. Remove any locks you have applied. See To view, lock, or unlock an air terminal function (page 15).

11. Click Automatic to return the controller to normal operation.

NOTES

• For Cool Max, Heat Max, and Occupied Min – When the setpoint is reached and stable, you can select Lock damper at the current open position on the Locks tab to prevent damper movement while you take flow readings.
• You can repeat a calibration step to further calibrate the airflow sensor.
• An airflow sensor only reports air delivered from the air source. To adjust the cfm (liters/second) of variable speed fans in parallel VAV reheat, close the primary air damper.

To calibrate VVT zone airflow

Linked air source

You can turn off a linked air source prior to performing Calibrate Damper Close on all or multiple zones.

1. Select the air source in the tree.

2. Select Turn Off to shut down the air source.
   NOTE This may take a few minutes, depending on minimum equipment runtimes.

3. Use the global command to zero-calibrate all zones in the system when the air source shuts down.

4. Select Auto to return the air source to normal operation.

Calibrate

1. Select the VVT zone air terminal in the tree.
   NOTE You can select View > Device ID or View > Primary Use to show this information next to each item in the tree.

2. Select the Test and Balance tab.
   NOTE If or appear on the status bar, see Air terminal calibration status (page 13) to determine what you must do before calibration can occur.

3. Verify that the air source is off and that airflow has stopped.

4. Click Calibrated Damper Close.
   NOTE The table below describes each damper command. Commands with a are required.

5. The status bar shows Damper Moving. Wait until it shows Damper Ready.

6. Turn on the air source.

7. Click Calibrated Damper Open.

8. Wait for Damper Ready.

9. For each additional calibration step that you want to perform, do the following:
   a) Click its Damper Command button.
   b) Wait for Damper Ready.
   c) Determine the damper position (% open) that will produce the design airflow, then type that percentage in the Damper Position field.
   NOTE If the damper is currently at that position, you can click the Current Damper Position button to copy the value into the Damper Position field.

10. Click Apply to send your changes to the controller and update the Last Calibration Date on the air source’s page.
    NOTE If desired, you can click Apply after each calibration step.

11. Remove any locks you have applied. See To view, lock, or unlock an air terminal function (page 15).

12. Click Automatic to return the controller to normal operation.

NOTE You can repeat a calibration step to further calibrate the sensor.

To calibrate VVT zone airflow

Linked air source
You can turn off a linked air source prior to performing Calibrate Damper Close on all or multiple zones.

1. Select the air source in the tree.
2. Select Turn Off to shut down the air source.
   • NOTE This may take a few minutes, depending on minimum equipment runtimes.
3. Use the global command to zero-calibrate all zones in the system when the air source shut down.
4. Select Auto to return the air source to normal operation.

Calibrate

1. Select the VVT zone air terminal in the tree.
   • NOTE You can select View > Device ID or View > Primary Use to show this information next to each item in the tree.
2. Select the Test and Balance tab.
   • NOTE If or appear on the status bar, see Air terminal calibration status (page 13) to determine what you must do before calibration can occur.
3. Verify that the air source is off and that airflow has stopped.
4. Click Calibrated Damper Close.
   • NOTE The table below describes each damper command. Commands with a are required.
5. The status bar shows Damper Moving. Wait until it shows Damper Ready.
6. Turn on the air source.
7. Click Calibrated Damper Open.
8. Wait for Damper Ready.
9. For each additional calibration step that you want to perform, do the following:
   • a) Click its Damper Command button.
   • b) Wait for Damper Ready.
   • c) Determine the damper position (% open) that will produce the design airflow, then type that percentage in the Damper Position field.
   • NOTE If the damper is currently at that position, you can click the Current Damper Position button to copy the value into the Damper Position field.
10. Click Apply to send your changes to the controller and update the Last Calibration Date on the air source’s page.
    • NOTE If desired, you can click Apply after each calibration step.
11. Remove any locks you have applied. See To view, lock, or unlock an air terminal function.
12. Click Automatic to return the controller to normal operation.
    • NOTE You can repeat a calibration step to further calibrate the sensor.

To calibrate VVT bypass static pressure

Linked air source

You can turn off a linked air source prior to performing Zero Calibrate.

1. Select the air source in the tree.

2. Select Turn Off to shut down the air source.
   NOTE This may take a few minutes, depending on minimum equipment runtimes.

3. Use the global command to zero-calibrate all zones in the system when the air source shut down.

4. Select Auto to return the air source to normal operation.

Calibrate

1. Select the VVT bypass air terminal in the tree.
   NOTE You can select View > Device ID or View > Primary Use to show this information next to each item in the tree.

2. Select the Test and Balance tab.
   NOTE If or appears on the status bar, see Air terminal calibration status (page 13) to determine what you must do before calibration can occur.

3. Verify that the air source is off and that airflow has stopped.

4. Click Zero Calibrate.
   NOTE The table below describes each damper command. Commands with a are required.

5. The status bar shows Damper Moving. Wait until it shows Damper Ready.

6. Turn on the air source.

7. Click Pressure Sensor Calibrate.

8. Wait for Damper Ready.

9. In the field to the right of Pressure Sensor Calibrate, type the measured static pressure.

10. Click the Damper Command for any additional calibration steps you want to do. Wait for Damper Ready after each damper command.

11. Click Apply to send your changes to the controller and update the Last Calibration Date on the air source.

    • NOTE If desired, you can click Apply after each calibration step.

12. Remove any locks you have applied. See To view, lock, or unlock an air terminal function.

13. Click Automatic to return the controller to normal operation.

    • NOTE You can repeat a calibration step to further calibrate the sensor

Step 3: Upload calibration values to the i-Vu® application

CAUTION If your system has an i-Vu® user interface, you must run the Test and Balance report in the

i-Vu® application after using Test & Balance. Running the report uploads the values from the controller to the
i-Vu® application. You will lose all your calibrations if you download to the controller in the i-Vu® interface before running this report.

1. In the i-Vu® interface, select the top level in the navigation tree.
2. Click Reports > Commissioning > Test and Balance.
3. On the View tab, click Run.
   • Go to Step 4 : Run a report (Optional)

Step 4: Run a report in Test & Balance (Optional)

After balancing, you can run a report (.htm file) in Test & Balance that shows each controller’s calibrated values and design values. You can view or edit the file in the Microsoft® Excel® or Microsoft Word application, or in any web browser.

1. Select Session > Report.
2. Select an existing report or type a name in the File Name field.
3. Click Save.
4. If you chose an existing report in step 2, select Append to add to the report or Overwrite to replace the report.

Air terminal calibration status

If you select the air source in the tree, each air terminal’s status appears in the table.
If you select an air terminal, its status appears on the status bar at the bottom of the window.

To issue a damper command to multiple air terminals

1. Select the air source in the tree.
2. In the Show Terminal Types box, select the type of air terminals that you want to see. The table shows the following information for each air terminal:
3. Select the terminals that you want to issue a damper command for. Use Shift-click, Ctrl-click or Select All to select multiple terminals.
4. Click a damper command button. For a description of the damper commands, see the appropriate instructions in Step 2: Calibrate an air terminal

To view, lock, or unlock an air terminal function

Locks override damper commands or damper holds. Use locks to simulate system operation for test sequences outside normal test and balance procedures.

1. Select an air terminal in the tree.
2. Select the Locks tab. Current values appear at the top of the page and are refreshed every 2 seconds.
3. Do one of the following:
   • To lock a function to a specific value, select the checkbox, then enter or select the value.
   • To unlock a function, clear the checkbox.
4. Click Apply to send lock data to the controller.
5. Upload calibration values to the i-Vu® application (page 11).
   NOTE The Discharge Air Temp field shows the value of the sa_temp BACnet object in the air handler’s control program. A ? in this field indicates Test and Balance cannot find an object with this name.

To view or change Design Values

Design values are setpoints and damper positions determined by a system engineer. Test & Balance retrieves the design values from a VAV zone controller and VVT bypass controller. If necessary, you can edit these values in Test & Balance.
Test & Balance does not retrieve the design values for a VVT zone controller. You must manually enter these values.

To change the design values:

1. Select an air terminal in the tree.
2. Select the Design Values tab.
3. To change a value, type the new value in the appropriate box.
4. Click Apply to send changes to the controller.
5. Upload values to the i-Vu® application (page 11).
   NOTE To change a VVT zone controller’s units, select the appropriate unit in the Airflow Units drop-down list, then click Apply.

VAV zone

To use the Blink button to locate a controller

Select the air source in the tree to see Static Pressure at the top of the page. The Blink button is accessible on the Test and Balance tab only for controllers with the driver drvfwex.driverx. Access the button by selecting the controller in the tree or on the Test and Balance tab. Click the Blink button to prompt the Locator LED and/or Sys and Net LEDs to flash, allowing you to physically locate a controller. The LEDs flash as follows:

• The Sys and Net LEDs flash white every second for 15 seconds.
• The Locator LED flashes and rotates for approximately 15 seconds. After 15 seconds, the LED rotates in the direction that the actuator is moving and goes off when the actuator stops moving. The LED continues this behavior for 1 hour after the Blink button has been pressed.

Document revision history

Important changes to this document are listed below. Minor changes such as typographical or formatting errors are not listed.

For internal use only

Carrier ©2024 · Catalog No. 11-808-1112-01 · 5/3/2024

Verify that you have the most current version of this document from www.hvacpartners.com, the Carrier Partner Community website, or your local Carrier office.
Important changes are listed in Document revision history at the end of this document. Carrier© 2024. All rights reserved.

The content of this guide is furnished for informational use only and is subject to change without notice. Carrier assumes no responsibility or liability for any errors or inaccuracies that may appear in the informational content contained in this guide.

References

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