somfy Sonesse 40 PoE bt Motor Range for Shading Systems User Guide

: September 21, 2024
: somfy

somfy Sonesse 40 PoE bt Motor Range for Shading Systems

Specifications:

Product Name: Somfy PoE Motor Config Tool
Version: 1.2
Date: August 2024
Prepared by: PROJECT SERVICES

Product Information
The Somfy PoE Motor Config Tool is a device designed for programming multiple Power over Ethernet (PoE) motors. It supports Somfy Synergy API and CoAP Digital Building API protocols and is compatible with Power over Ethernet Network Switches IEEE 802.3at (PoE+) Type2 (30W) or higher.

Product Usage Instructions

Installation:

POWER: The PoE Motor receives power through the Power over the Ethernet Switch. Ensure cables routed through a metal wall are protected and insulated by sleeving or sheathing.

Setup:

USER INTERFACE: Follow the instructions provided in the user manual to navigate and configure settings using the Somfy PoE Configuration Software.

Commissioning:

MOTOR DISCOVERY: Identify and connect the motors to the system.
SET SECURITY KEY: Establish security settings for the motors.
IDENTIFY & CONNECT MOTOR: Ensure proper identification and connection of each motor.
SETTINGS & CONFIGURATION: Adjust motor settings and configurations as required.

FAQ

Q: Who is this guide for?
A: This guide is aimed at providing support and guidance to installers for setting and programming multiple Power over Ethernet (PoE) motors following installation of motors on projects.

Q: How should this guide be used?
A: This guide is intended to be used as a reference manual for programming Power over Ethernet (PoE) motors using the Somfy PoE Config Tool.

INTRODUCTION

This guide discusses the programming of motors with the Somfy PoE Configuration Software. For questions or assistance please contact technical
support: (800) 22-SOMFY (76639) Get answers to your questions from our Somfy

FAQ page: www.somfysystems.com/en- us/support/faq Follow the steps to access Service & Support.

How should this Guide be used?
This guide is intended to be used as a reference manual.

OVERVIEW

The Power over Ethernet (PoE) Motor is a low-voltage powered distribution and network-connected motor that utilizes PoE technology power and control from industry-common network switches. This motor supports both Somfy Synergy API and CoAP Digital Building API protocols and is compatible with Power over Ethernet Network Switches IEEE 802.3at (PoE+) Type2 (30W) or higher. PoE motor system quantity is based on managing the number of devices on the subnet(s) available unless specific network configurations are in place and managed by an IT Administrator.

REQUIREMENTS

SOFTWARE

Windows 7 or 10 PC (firewalls may need to be disabled or have settings adjusted while using)
Somfy PoE Config Tool
When possible, install as Administrator – Download the latest version at: www.somfypro.com/services-support/software
When prompted, continue to install Bonjour to achieve the expected operation
Optimized computer screen resolution for the software should be adjusted to 1920×1080 or 1366×768
NOTE: Use the Control key and scroll on your mouse to zoom in and out of the software
Root certificate during software installation

HARDWARE

recommended minimum cabling and connectors:

CAT-5e SF/UTP (Shielded & Foiled Unshielded Twisted Pair) cable or higher Required for high electrostatic discharge (ESD) applications (Ex: Dual-roll, zebra shades, and similar shading)
TIA-568B RJ45 Connectors – Shielded RJ45 female coupler (#9028957) included with the PoE motors
Network Router DHCP Server
Power over Ethernet Network Switch IEEE 802.3at (PoE+) Type2 (30W) or higher
Sonesse® 30 PoE Motor #1241147 & Sonesse® 40 PoE Motors #1241426(2Nm)/1241427(4Nm)/1241428(6Nm)

CONNECTIONS & INDICATORS

LED BEHAVIOR:

GREEN
- SOLID ON (2 seconds) – POWER UP
- BLINKING – BUS COMMUNICATION
AMBER
- SOLID ON–MOTOR LIMITS NOT SET
- BLINKS TWICE – PUSH IP ADDRESS TO THE
- NETWORK
RED
- SOLID ON – OBSTACLE DETECTED
- BLINKING – THERMAL PROTECTION
- BLINKS TWICE – DRIVE IS OUT OF LIMITS
- FAST BLINKING – NOT CONNECTED TO THE
- NETWORK, NO IP ADDRESS
OFF
- LIMITS ARE SET, MOTOR AT IDLE

PROGRAMMING BUTTON FUNCTIONALITY

TYPE OF PRESS| OPERATION FROM PROGRAMMING BUTTON
Short Press (< 2 seconds)| Sequential control of the motor UP/STOP/DOWN/STOP
Hold for the first Jog| Send a DHCP request
Hold for a second Jog| Force IP assignment method to DHCP
Hold for the third Jog| Reset to factory mode

INSTALLATION

The PoE Motor receives power through the Power over Ethernet Switch. Cables routed through a metal wall must be protected and insulated by sleeving or sheathing

To minimize electrostatic charging, end products should avoid:

Fabric friction with other fabrics like in some dual-shade applications
Hardware friction with fabric and other parts of the product such as fascia, cassette, and guide rails
Excessive ESD caused by fabric friction in dual-roll and Zebra shade installations
Multiple cycles of product travel without ample rest to dissipate ESD charging

POWER OVER ETHERNET(POE) STANDARDS

IEEE EXTENSION| TYPE| CLASS

(Power Source Equip.)

| POWER PER DEVICE (W)| SOMFY MOTORS
IEEE 802.3at / PoE+| 2| 4| 30| Sonesse® 30 PoE 1.5Nm Sonesse® 40 PoE 2Nm

IEEE 802.3bt / UPoE

| 3| 6| 60| Sonesse® 40 PoE 4Nm
4| 7| 75| Sonesse® 40 PoE 6Nm

BASIC WIRING FOR OPERATION

USING MOTOR LABELS

Each Somfy PoE motor is supplied with four labels that include motor information to connect to motors. The label includes a four-digit PIN code for the motor and will be used in the PoE Config Tool to make a connection with the motor. These codes will be used for the life of the product.

DO NOT DISCARD THE MOTOR INFORMATION LABELS!
One of the motor information labels should remain on the body of the motor. The other three labels should be shipped in the packaging of the motorized product or see below for recommended locations to use the labels.

Suggested locations for the Motor Information Labels:

Finished motorized products:
Examples:
- Attached motor cable
- Removable shade hem bar
- Motor cover
Inside the valance of the motorized product
Work order sheet used in project planning
Product packaging used for shipping

IMPORTANT NOTE:
Gathering and organizing motor PIN codes and motor information from the included motor labels is very important in navigating through the PoE motor configuration software.
If the PoE Config Tool and the motor become disconnected, the login screen will display to enter the PIN code to reconnect to the motor.

SET UP

USER INTERFACE

The PoE Config Tool is utilized to discover, configure, and operate multiple PoE motors, including managing groups for third-party integrations. This tool allows a direct login to each PoE motor. Refer to the below descriptions for navigating the PoE Config Tool user interface. Click on each area below to link to the related section of this guide.

DEVICES : Select to display the list of discovered motors
GROUPS: Select to manage motor groups
Discover/Refresh: Select to discover motors or to refresh the devices list
Group settings: Select to create motor groups
Copy Parameters : Select to copy the parameters of one motor
Get this key: Select to get the motor security key of the selected motor
Set key: Select to set the motor security key of the selected motors
Export List: Select to export the displayed motor list and security key
Firmware Update : Select to update the selected motors
Paste Parameters: Select to paste the copied parameters of one motor to another motor
Reset to factory : Select to factory reset the selected motors
Nb devices: Displays the number of discovered motors
Selection Box: Select/deselect all motors or select/deselect individual motors
Hostname : Displays the motor web hostname
MAC Address : Displays the motor MAC address
IP Address: Displays the motor IP address
Model : Displays the motor model
Name: Displays the motor name
Status: Displays the motor end limits are set or not set
Nb of Group : Displays the number of assigned groups to the motor
Sw Media : Displays the media software version
Sw Motor: Displays the motor software version
Key: Displays the security key status red or green
Wink: Select to jog or identify a motor

COMMISSIONING

MOTOR DISCOVERY

Coordinate with the Network Administrator for the appropriate network settings and requirements. A MAC-based address reservation or a static IP address configuration is required. Refer to the Advanced Settings section of this guide to set the IP address assign method. To discover PoE motors, follow the steps below:

OPEN the PoE Config Tool
SELECT “ DEVICES ”
SELECT “ Discover ”
Allow the discovery to complete or SELECT “ Abort ” to end the discovery process.
SELECT “ OK ” when the motor discovery is complete
If additional motors are connected after the initial discovery, SELECT “ Refresh ” to update the devices list.

SET SECURITY KEY
PoE motors have a certificate-based AES-128 encryption security key used to secure UDP communication. The PoE Config Tool automates the security key replication in all motors of the same project. To ensure all PoE motors have a matching security key, follow the steps below:

Follow the Motor Discovery section of this guide to discover PoE motors
SELECT any motor in the Devices list with a GREEN Key
SELECT “Get this key” to copy the key
SELECT “OK” once the reference key is copied
SELECT all other motors with a RED Key
Utilize the Select All selection box. It is not necessary to deselect the reference motor.
SELECT “Set key” to replicate this key to the selected motors
SELECT “OK” to confirm all keys are set
All motors will display with a GREEN Key.
SELECT “Refresh” to ensure all motors have been updated in the Devices list.

IDENTIFY & CONNECT
To identify and connect to a discovered PoE motor, follow the steps below:
If connected to a motor via the PoE Config Tool and the motor becomes disconnected due to a security timeout policy, the login screen will display to reconnect to the motor.

In the Devices list, SELECT the “Wink” icon to identify a motor The motor will jog once. A jog is a brief up-and-down motion of the motor.
DOUBLE-CLICK the motor to connect The PoE Config Tool will automatically login to the selected motor web interface.

If prompted “ Warning: No Key,” close and re-open the POE Config Software and perform another discovery to allow re-connecting to the motors.

MOTOR SETTINGS & CONFIGURATION

Refer to the below descriptions for navigating the PoE Config Tool user interface for an individual motor.

Starting with “Settings,” continue down the process tree to configure the motor SELECT “Home” to return to the Home screen or SELECT “Back” to return to a previous screen.

Motor Details

Motor Name: Identifies the name entered for the motor
IP Address: IP address specific to each motor once connected to the network
MAC Address: MAC address specific to each motor

Status – Per Motor

Limit Setting: Displays if motor limits are set or not set
Movement: Indicates if the motor is running or stopped
Motor Information: Includes motor firmware version, software version, and WebGUI version
MUD file: A Manufacturer Usage Description (MUD) file is available for each motor to be used for advanced network security installations

NOTE: Check with the IT Administrator to find out if a MUD file can be used in their configuration. To download the MUD file, SELECT “MUD file“ and navigate to the downloaded file’s location. If the PoE Config Tool and the motor become disconnected, the login screen will display to enter the PIN code to reconnect to the motor.

Settings – Set the Rotation

SELECT “Set the rotation”
PRESS & HOLD the UP or DOWN button to move the motor until the button is released OR PRESS & RELEASE the UP or DOWN button to move the motor in small increments
SELECT “Reverse” if the motor rotation direction needs to be reversed The motor will jog once to confirm the reverse direction. A jog is a brief up-and-down motion of the motor.
SELECT “Next” to continue

Settings – Set End Limits

SELECT which limit to set first, “Upper limit” or “Lower limit” The Upper limit is set first in this example.
PRESS & HOLD the UP or DOWN button to move the motor in the direction of the upper limit OR
DISABLE “Hold to Move” With Hold to Move disabled, the motor will continue moving in the selected direction. Unlike Press & Hold, this mode requires pressing the Stop button to stop motor movements. The motor will not stop automatically when Hold to Move is disabled. Take caution when disabling Hold to Move to prevent damage to the product.
PRESS the UP or DOWN button to move the motor in the direction of the upper limit
PRESS the STOP button before the desired upper limit
ENABLE “Hold to Move,” then PRESS & RELEASE the UP or DOWN button to move the motor in small increments until the desired upper limit is reached
SELECT “Save at current position” to continue The motor will jog once to confirm the upper limit is set.
PRESS & HOLD the UP or DOWN button to move the motor in the direction of the lower limit
OR
DISABLE “Hold to Move”
PRESS the UP or DOWN button to move the motor in the direction of the lower limit
PRESS the STOP button before the desired lower limit
ENABLE “Hold to Move,” then PRESS & RELEASE the UP or DOWN button to move the motor in small increments until the desired lower limit is reached
SELECT “Save at current position” to continue
The motor will jog once to confirm the lower limit is set. Once upper and lower limits are set, the Current range will display. Example: 3600°. This value represents the total range of movement between the upper and lower limits. If setting motor limits to a known range, after setting either the upper or lower limit, enter a range value, then SELECT “Save range”. The motor will jog once to confirm the range is set. Refer to the Control the Motor section of this guide to test the operation of the motor.

Configuration – Name the Motor

SELECT “Configuration”
SELECT the Motor’s name field
ENTER the motor name Example: Motor 1
SELECT the Check Mark icon to save the name

Configuration – Set Preset Positions
PoE motors have 16 available preset positions from 0 to 100%. To set preset positions, follow the steps below:

SELECT “Configuration”
SELECT “Set preset positions”
SELECT “Modify” to modify a saved position
OR
SELECT “Add a preset position” to add a manual position
PRESS & HOLD the UP or DOWN button to move the motor to the desired position
OR
ENTER the position value in % Example: Position 3 = 75.00%
SELECT “Save at current/specified position”
SELECT “Delete” to delete unwanted positions.
SELECT the “Sort by” dropdown to display the positions by the position index or opening.
To record automatic positions, SELECT “Equally spaced positions.”
If generating preset positions automatically, this will delete any positions that were set manually.
SELECT “Yes, generate” to continue.
PRESS the UP or DOWN arrows to select the number of positions. Example: 3
SELECT “Save.”Refer to the Control the Motor section of this guide to test the operation of the motor.

Configuration – Advanced Settings – Speed
PoE motors have up and down speed settings that are adjustable by .25 rpm increments. To adjust the up and down speeds, follow the steps below:

SELECT “Configuration”
SELECT “Advanced settings”
SELECT “Speed” Examples: 25.00 rpm (default)
To reset the speed settings to default, SELECT the individual speeds labeled “default” in the dropdown or SELECT “Reset speeds and ramps to factory default” to reset all speed and soft start – soft stop settings.
SELECT “Save” to save all advanced settings refer to the Control the Motor section of this guide to test the operation of the motor.
SELECT the “Up speed” dropdown to select the desired running up speed
SELECT the “Down Speed” dropdown to select the desired running down speed
OR
SELECT the Link icon to set both up and down speeds to be the same
SELECT the “Up/Down speed” dropdown to select the desired speed

Configuration – Advanced Settings – Soft start – Soft stop
PoE motors have soft start and soft stop settings that are adjustable by .1 second increments. To adjust the soft start and soft stop durations, follow the steps below:

SELECT “Configuration”
SELECT “Advanced settings”
SELECT “Soft start – Soft stop” Examples: 1.5 sec (default)
SELECT the “Soft Start-Up Direction” dropdown to select the desired ramp duration
SELECT the “Soft Start – Down Direction” dropdown to select the desired ramp duration
SELECT the “Soft Stop-Up Direction” dropdown to select the desired ramp duration
SELECT the “Soft Stop – Down Direction” dropdown to select the desired ramp duration
OR
SELECT the Link icon to ensure all soft start and soft stop ramp durations are the same
SELECT the “Stop-start – Soft stop” dropdown to select the desired ramp duration

To reset the Soft start – Soft stop settings to default, SELECT the individual ramp durations labeled “default” in the dropdown or SELECT “Reset speeds and ramps to factory default” to reset all speed and soft start – soft stop settings.

SELECT “Save” to save all advanced settings refer to the Control the Motor section of this guide to test the operation of the motor.
PoE motors have a status LED indicating various motor conditions and feedback. The motor status LED is enabled by default. Refer to the Connections & Indicators section of this guide for a description of the LED behavior. To enable or disable the motor status LED, follow the steps below:

Configuration – Advanced Settings – LED Feedback

SELECT “Configuration”
SELECT “Advanced settings”
SELECT the toggle button to enable or disable the motor status LED
SELECT “Save” to save all advanced settings

A DHCP Server is required to dynamically assign an IP address to the PoE motor. Coordinate with the Network Administrator for the appropriate network settings and requirements. A MAC-based address reservation or a static IP address configuration is required for third-party integrations. The MAC address is displayed on the PoE motor home screen. DHCP is enabled by default. To configure a static IP address, follow the steps below:
Configuration

Advanced Settings – IP Address Assign Method

SELECT “Configuration”
SELECT “Advanced settings”
SELECT “IP address assign method”
SELECT the toggle button to disable DHCP
Enter the appropriate network addresses
SELECT “Save” to save all advanced settings

PoE motors have a certificate-based AES-128 encryption security key used to secure UDP communication. The PoE Config Tool automates the security key replication in all motors of the same project. Refer to the Set Security Key section to set all security keys of a project. To copy or paste a security key individually, follow the steps below:

Configuration – Advanced Settings – Security key

SELECT “Configuration”
SELECT “Advanced settings”
SELECT the Copy icon to copy a security key of a connected motor to paste to another motor
OR
SELECT the Paste icon to paste a copied security key of another motor to the connected motor
SELECT “Save” to save all advanced settings

Configuration – Group Addresses
PoE motors can be assigned to 16 group addresses. Group addresses are friendly names associated with a Group #. If adding multiple motors to the same group, ensure the group names are identical for each motor. Group names are case-sensitive and have a 24-character limit. Refer to the Group Settings section of this guide to manage groups for an entire PoE motor project. To add or edit group addresses for an individual motor, follow the steps below:

SELECT “Configuration”
SELECT “Group addresses”
SELECT “Click here to name group” for Group #1
OR
SELECT “Add a group address” The next available Group # will be added.
SELECT “Rename” to edit the group name Example: Group 3
SELECT the checkmark to save the name
Select “Delete” to delete a group address.
Refer to the Group Control section of this guide to test the operation of a group.

CONTROL THE MOTOR

Ensure the motor end limits and preset positions are set. Refer to the below descriptions for controlling a PoE motor.

SELECT “Control the motor”

Up: Moves the motor to the upper limit
Stop: Stop the motor if moving
Down: Moves the motor to the lower limit
Go to preset position (1-16): Move the motor to the desired preset % per the selected Position # in the dropdown.
Next preset up: Moves the motor to the next preset position up
Next preset down: Moves the motor to the next preset position down
Enter position value in % (0-100): Moves the motor to the percent value entered (0 = Open, 100 = Closed)
Go to: Move the motor to the above position value

COPY & PASTE PARAMETERS

The Copy and Paste Parameters function is used to copy the parameters of a motor to other motors in a project. If all end products are identical, ensure the upper limits have the same starting position and the rotation direction is correct. After parameters are duplicated to a motor, specific parameters may need adjustment. To copy and paste the parameters of one PoE motor to another motor, follow the steps below:

Refer to the Motor Discovery section of this guide to discover PoE motors

SELECT the reference motor to copy parameters from
SELECT the parameters to copy
- SELECT “Select all” to select all or SELECT specific parameters. SELECT “Expand” to view all parameters. It is not necessary to deselect the reference motor.
SELECT “Validate” to confirm the selected parameters
If copying limits, be sure all motors are at the desired up limit position, then SELECT “Yes” to confirm the current position of the motor will be considered as the new upper limit
SELECT “OK” when complete
SELECT “Refresh” to ensure all motors have been updated in the Devices list.

GROUP SETTINGS

PoE motors can be assigned to 16 group addresses. Group addresses are friendly names associated with a Group #. If adding multiple motors to the same group, ensure the group names are identical for each motor. Group names are case- sensitive and have a 24-character limit. To Manage PoE motor groups, follow the steps below:

Refer to the Motor Discovery section of this guide to discover PoE motors
SELECT “Group settings”
SELECT the following actions to manage groups:
- Use the Filter field to search for specific motors to display.
- SELECT “New group” to create a new group.
- SELECT “Modify group” to assign selected motors to a group.
- SELECT “Rename group” to edit the name of a group.
- SELECT “Delete group” to delete a group, which will also delete the motors assigned to this group.
- SELECT “Refresh” to ensure all motors have been updated in the Devices list.

GROUP CONTROL

Ensure the motor end limits and preset positions are set. Group addresses must be assigned to motors before controlling a group. Refer to the below descriptions for controlling PoE motor groups.

SELECT “Groups”

Group selector: Choose the desired group to operate in the dropdown
Up: Moves the group to the upper limit
Stop: Stops the group if moving
Down: Moves the group to the lower limit
Go to preset position (1-16): Move the group to the desired preset % selected from the Position # dropdown.
Next preset up: Moves the group to the next preset position up
Next preset down: Moves the group to the next preset position down
Enter position value in % (0-100): Enter a desired percent value to move the group to (0 = Open, 100 = Closed)
Go to: Move the group to the above position value

APPENDIX

[APPENDIX A] SET FACTORY DEFAULT
The Set factory default function will remove all saved motor parameters and settings, as well as remove the replicated security key. To factory default a motor, follow the steps below:

SELECT “Home” when connected to a motor
SELECT “Set factory default” Warning, this will delete the motor settings and configuration.
SELECT “Confirm” at the warning prompt The motor will jog once to confirm the factory default is complete. The motor status will display: “This motor has not been set”

[APPENDIX B] RESET END LIMITS AND PRESET POSITIONS
The Reset end limits and preset positions function will remove the motor end limits and save preset positions. All other motor parameters and settings will remain. To reset the motor end limits and preset positions, follow the steps below:

SELECT “Home” when connected to a motor
SELECT “Reset end limits and preset positions” Warning, this will delete the motor end limits and preset positions.
SELECT “Confirm” at the warning prompt The motor status will display: “This motor has not been set”

[APPENDIX C] DIAGNOSTICS INFORMATION
The Diagnostics information page only displays the motor data and network data. There are no motor parameters or settings to modify. This information is useful to identify specific motor or network activity. To view the Diagnostics information, follow the steps below:

SELECT “Home” when connected to a motor
SELECT “Diagnostics information” SELECT “Refresh” to update the motor data.

FORQUESTIONSORASSISTANCE PLEASECONTACT TECHNICALSUPPORT:
(800) 22-SOMFY (76639) Get answers to your questions from our Somfy FAQ page: www.somfysystems.com/en-us/support/faq Follow the steps to access Service & Support.

NewJersey121HerrodBlvd.
Dayton, NJ08810 T:609-395-1300 F: 609-395-1776
SomfySystems, Inc.T: (800)22-SOMFY
www.somfypro.com Florida 1200SW 35th Ave. BoyntonBeach,FL33426T:561-995-0335 F:(561)995-7502