TM PTE 01 - General
TM PTE 01 - General
TM PTE 01 - General
Basic Information on PORT Technology Elevator System
Document Version : 07
KA Number : 153396
Copyright © 2015 INVENTIO AG All rights reserved. INVENTIO AG, Seestrasse 55, CH-6052 Hergiswil, owns and retains all copyrights
and other intellectual property rights in this manual. It shall only be used by SCHINDLER personnel or authorized SCHINDLER agents for
purposes which are in the interest of SCHINDLER. Any reproduction, translation, copying or storing in data processing units in any form or by
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This document is a brief description of everything for beginners of PORT Technology and can be used as a reference document for main
topics. The information given in this document does not go into deep detail.
All PORT Technology modules are "plug and play" devices and, as far as possible, self configuring. They have so called "position property",
which defines their geographical position in the building by x-and y-coordinates (in meters, horizontally, starting at the building zero point), the
floor (vertically) and the zone (a two to three dimensional limited area with the same access restrictions).
All PORT Technology components are connected to the PORT Technology network (main PORT Technology nets are LON and Ethernet).
With the physical connection to the network, the installation is done and no further drivers must be installed. Other, not PORT Technology
compatible components need, at minimum, a software driver to make it compatible to PORT Technology. In most cases, a special hardware
is also needed.
Each PORT Technology component is physically positioned within a building by means of five properties:
Unit
The unit of measure for X and Y coordinates is meters [m].
The definition of these five properties is an important part of the (on-site) configuration process and is normally done immediately after
connecting the device to the network.
The terminal position is entered as x-y coordinates within the building coordinate system. The orientation is
entered at the terminal or with the visual configuration. It has the following contents:
X>: In x direction
Y^: In y direction
<X: x opposite direction
vY: y opposite direction.
Elevator Position
The elevators x-y position is measured at the center of the front door. The orientation is the direction entering
the front door.
The position and orientation is entered at the Job managers tabs. It is also configured within the visual
configuration.
The origin is 0, 0.
Terminal T1: X=4, Y=8, Orientation Y^
Terminal T2: X=13; Y=8, Orientation Y^
Terminal T3: X=15, Y=3, Orientation X>
Elevator A: X=5, Y=10, Orientation Y^
Elevator B: X=8, Y=10, Orientation Y^
Elevator C: X=12, Y=10, Orientation Y^
Main Database: X=12, Y=18
Maximum Values
The maximum value for X and Y is 255 [m] (0 ... 255).
The maximum number of floors is 255 (-50 ... 205).
PORT Technology Component TID Byte TID Byte 2 TID Byte 3 TID Byte 4
1
Job Manager 2 Car number (first car) Car number (last car) [1...] 0 = Master (+64 = backup)
[1...]
(mainly same as byte 2)
Door 4 Car number [1...] Door side [1 ... 4] Deck [1...]+ (+64 = backup)
Dest. Indicator HW in Car 5 Car number [1...] Door side[1 ... 4] (+16 = Deck number [1...]
2nd)
Position Display on Floor 9 Car number [1...] Floor (+50) Door side [1 ... 4]
Destination Indicator in Car 16 Car number [1...] Door side [1 ... 4] Deck number [1...]+ (+64 =
Backup)
New Lobby Interface 84 Lowest car [1...] Highest car [1...] 0 = Master (+64 = backup)
Arcnet & TX-4 Server 99 Lowest car [1...] Highest car [1...] 0 = Master (+64 = backup)
The Task-ID must be unique within the system. It is not allowed to have two tasks with the same identification!
User Everyone who works/lives in the building Can use the lift(s)
Users / Building
Users
Card Reader
Site Info
Locations
Master Groups
Time Patters
Transfer Rules
Lifts
Languages
Visual Configuration
Overview 1) 1)
Close Program 1)
1) If applicable
View Description
Display of the PC/PTG you are currently working on to see and create tasks or select a different device/PC to
see/modify the configuration.
TID / Description When double-clicking a main category or sub-category, the corresponding tasks created are displayed.
Diagnostic tools
Network tools
General explanations.
The main categories and sub-categories marked in black (instead of gray) contain a task.
The visual configuration is not available and the Visual Configuration button is disabled.
Pos. Description
Center On the left hand side and at the bottom, the X (horizontal) and Y (vertical) axis are displayed. The numbers identify the TID,
each dot (number) represents one meter.
Before configuring the installation, check the "0" point of origin is somewhere located on a building corner because negative
numbers are NOT possible.
As soon as you double click a device/task, the configuration window of the corresponding device/task opens.
3.6.1. Database
In Visual Configuration, click one of the database icons.
3.6.2. Jobmanager
In Visual Configuration, click the Jobmanager icon.
Tab Description
Position Coordinates Positioning the Jobmanager in Visual Config.
Space in Car
Car Load
Preselector
Activity
Checks
Door/Transfer Times
Maximum Waiting Time
Maximum intermidiate Stops
Load
Allocation closing door.
Floor Settings Determine a Call Limit and an additional Transfer Time for each floor.
3.6.3. Terminals
The following terminal types are available:
Information
TID Symbol
1.floor.x.y
3.6.4. Timeserver
3.7.1. Database
Depending on the amount of users/cards, the master database is on a PTG or on a PTDB.
Example 1
Your installation has 1220 users/cards.
Example 2
Your installation has 3507 users/cards.
The license (registration number) can be obtained from your TMCC, sending the registration request form (or TMG if no TCCC
applies).
1. Write down the EXPERT password. Keep the EXPERT password in a safe place!
1. As soon as you have logged in the very first time, create a new Expert user for your login.
With the new Expert user, the first login is not needed any longer.
After first installation and registration of the Core software, you have to login with the Expert password provided to be able to make
any configuration.
The same applies if you have lost your login password or the card reader is defective
If you have lost the EXPERT password, re-registration is required. If this is the case,
delete the license file and restart the programm.
Keep in mind
The software is set up for password login.
Whenever possible, do not use the password login. Use cards instead.
Never use the password login on programming stations. Always use cards.
1. Press and hold Alt+Ctrl+Shift and click the PORT Technology logo.
2. Click New.
3. Add the user credentials with the corresponding level of access.
The installation steps described in in this section are for reference only. Some steps may be skipped, some steps may be added.
Step Remark
1 Install the main switch box (MSB) in the machine room. The MSB is the network-heart of the system.
2 Connect every existing controller through its interface to For details, see the document PTE - Underlayer.
the PTGs and connect them to the MSB.
3 Install the terminal riser including the terminals. Connect For redundancy, minimum two risers are recommended.
the terminal riser to the MSB.
4 Install the destination indicator (DI) for each car and door Minimum one destination indicator is required per car.
side.
5 Install the designation plates. Each elevator must be clearly identified (A, B, C, etc.) for the
passengers.
6 Install the annunciators on the floor and in the car. One annunciator print (ANN) has four channels and can handle
Connect the annunciators to the system. maximum four designation plates of the same elevator.
We distinguish between commissioning of the PTCore Software and of the system itself (jobsite).
The commissioning steps described in this section refer to the commissioning of the system (jobsite) only.
Step Remark
1 Start the PORT Technology application (PTCore). Log in as Expert. If no programming station is used in the building, use
your service laptop.
2 Start the master and backup database on the PTG or the PTDB. For details, see chapter Initial Settings.
3 Setup the building configuration with all necessary information. For details, see PTE - Supermaster Manual.
4 Setup the network connection driver for communication. For details, see chapter Network.
5 Start the job managers on the PTGs with the corresponding controller For details, see PTE - Underlayer.
interface.
6 Start all other necessary tasks, for example SOM Handler, LobbyVision For details, see the corresponding chapter.
Interface, Statistics Recorder, etc.
7 Perform a final check with the Install Expert. For details, see chapter Install Expert.
The tasks described in this chapter are essential. Other tasks may be added optionally.
With oneiD, the tasks described in this chapter are not required. For details, see the document PTE - oneID.
5.1.1. Database
1. In Visual Configuration, click the first PTG, PTDB or PTDBS.
Parameter Description
SID-Number Unique number, consecutively numbered (1 ... 254), reflecting the Jobmanager (elevator) number
1. Click System.
2. Start the Master database.
Master Select the Master check box to define the master database.
5.1.2. Jobmanager
1. In Visual Configuration, click the PTG to be configured.
2. Click Lift.
3. Select the Door/Drive check box. Select the corresponding interface.
4. Select the Jobmanager check box.
5. Click OK.
6. Repeat the procedure for each PTG.
Parameter Description
Door / Drive Defining the door/drive type
Statistics Recorder Activating the statistics recorder to obtain the required data for reporting
File Exchange Activating the file exchange to obtain the required data for reporting
The time server with the lowest TID is the "master" time server and synchronizes the time to its clients.
Check only one master time server is present.
A standalone time server task is available for syncronizing time with non-PORT Technology PCs/devices (for
example LobbyVision, e-Vision, etc.).
On a programming station, check the box This Schindler ID <PCName> is a programming station.
On a service PC, check the box This Schindler ID <PCName> is a programming station.
This chapter includes only short information about the content of the most important building configurations.
Supermasters are allowed to do all configurations. Masters can only edit users within their group.
For details, see PTE - Supermaster Manual and PTE - Master User Manual.
Users/Building contains the configuration of the users and the installation which may include multiple buildings.
Tab Description
Users The user database contains all the information collected on the elevator system users. Users can either be people or objects
such as food trolleys and hospital beds. A user can have access rights, defined with predefined user profiles or individually.
A master can access the user database for the masters group assigned to him on order to enter or change data.
Site Info The site info can be entered to identify the PORT Technology installation. If there is a SMS message sent to a support
center, the site can be identified with this information.
Users User groups can be groups of people, or objects such as hospital beds or food trolleys. User groups are defined to prevent
Groups / members of certain groups from using the same elevator; for example visitors and a patient in a hospital bed. A user can be
Buildings assigned to several groups, and it is possible to prevent several other groups from traveling with him.
A site can include more than one building. This buildings can be handled with the building groups. It is important that at
least one building is defined.
Locations A location can be shown in the Visual Configuration Window. For Information only.
Master Master groups are used to limit a master’s access to the user data in the PORT Technology database. Masters can only
Groups view, enter and change data for the users in the one or more master groups assigned to them.
PORT Technology contains 64 master groups (group 0 to 63). Group 63 is reserved for Expert use and has to be always
named "Schindler", Group 62 is reserved for Supermaster use and has to be always named "Supermaster". All other groups
can be named individually.
To avoid confusion about different master groups, it is strongly recommended to give them clear recognizable names (for
example, company A, company B, hotel C), before they will be assigned to a master or Supermaster.
Time The time pattern is a set of time segments with a common reference that occur during the week. Examples of time patterns
Pattern are business hours, weekend, the time a certain zone is closed to traffic.
Zones are identified by their name or a number. The color can be chosen manually or automatically.
Standard is: One floor = one zone (with the same numbering as the floor).
Transfer Transfer rules define specific transfer conditions for groups or people. They can be defined for example for VIPs to allow a
Rules zone transfer that is normally prohibited or to allow disabled people to board always on floor 1 of a double deck car.
Lifts The elevators and number of floors can be defined by "Lifts". There are several possibilities, to enter doors, floors and to
define entries for every level.
Languages A Language can be assigned to a user from the "Assistance" dialog box located under the "User" tab. The language used for
these announcements can also be selected there.
The languages available for audio assistance for any specific PORT Technology system are programmed in the speech
module firmware for that system.
A defined language does not mean necessarily announcement, it can be displaying only.
6.1. Commission
Site info
Building(s)
Lift layout (lifts)
Zones and zone access.
PTN - General
PTN - Expert.
7.1. Ethernet
Ethernet is based on an Internet protocol suite. The physical layer consists of the basic networking hardware transmission technologies of a
network. The network layer provides addressing and path determination through a network of many networks connected by routers. This is
done frequently using IP addresses. The transport layer provides the transmission of an application from one computer to another computer.
The most known transport protocols are TCP and UDP.
Network IP
Programming station
PORT
PTG, PTDB
VCL, touch terminal, VDI, PDI...
Mainstation PCs
etc.
With its bus topology, UDP is ideal for connecting IRON devices together. We propose to use a distinct UDP Connection for each group and
one common UDP gateway to interconect the groups.
Here, the gateway can rather be seen as semipermeable firewall with following characteristics:
A Z-line terminal can only handle up to 50 partners. If more than 50 partners (jobmanager, database, SOM handler) are used, the network
must be divided and a second main station is required.
The number of partners on PORTs is not limited.
Usually the elevator groups building are defined as a cluster. The groups are interconnected by a gateway connection.
The UDP port for the gateway connection is 6500. This is considered as a global network connection.
Communication within each cluster takes place via another port such as 6503 or 6504.This is considered as a local network
connection.
The devices in one local network connection/cluster cannot communicate via the global connection with devices in another local
network connection/cluster. This means that a terminal within a particular cluster cannot send requests and assign calls to elevators
in another cluster.
Terminals
Job managers
Doors
Drives
Most of the other operational elevator devices.
Parameter Description
LON Interface Selecting the LON interface type
1. Udp Driver:
Port: Select the UDP port (for example: Start with 6942).
2. Auxiliary Udp Driver:
Use Windows Messages to connect different applications (.exe-files) on the same PC. (preferred connection for PORT
Technology).
Bus Termination 105 Ohm (on either 2 x 105 Ohm (parallel, at the center point, equals
end) 52.5 Ohm)
1. Select Gesytech USB (default). If no LON is connected, select None to switch off the LON interface.
2. Install the LON network:
Planning This is the preferred and standard way to connect an elevator to the PORT Technology. For each elevator, a separate
jobmanager job manager is created.
Conventional This type of jobmanager is used only when there is a conventional TX or MX elevator (simplex) with landing and
jobmanager car call buttons. The controller remains conventional, but the access rules are handled by the PORT Technology.
For the jobmanager settings, see Conventional Jobmanager Settings.
Parameter Description
Door / Drive Defining the door/drive type
File Exchange Activating the file exchange to obtain the required data for reporting
Do not forget to adjust the Lift ID of the corresponding PTG because this is taken for the TID of the Jobmanager.
Set the SID number of the corresponding elevator in the installation (not group).
Only the main settings are described in this document. For details, see PTE - Expert Manual.
Parameter Description
X-Position Select the x-position of the elevator measured from the center of the front door.
Range: 0 ... 255 m.
Y-Position Select the y-position of the elevator measured from the front door.
Range: 0 ... 255 m.
X> Y^ <X vY
Car Load:
Rated Load: Approved rated load of the elevator per deck according to the car
label inside the car.
Max. Car Filling: Percentage of the rated load available for the call allocation. The
value should be in the range of 50 ... 80 %. Recommended value: 60 %.
Max. Load: This value is calculated automatically based on the Rated Load and
the Max. Car Filling values, using an average weight of 75 kg per person.
Type or select the door open times and the transfer time.
Use the default values and optimize depending on the local situation.
Checks:
Setting Description
Current Status Green: Allocations enabled.
Red: Allocations disabled. The reason for disabling is displayed in the status bar.
Stop allocations to this car Click to disable and enter allocations to this car.
The elevator completes the planned stops after having been out of order.
Enable allocations to this car Click to enable and enter allocations to this car.
Setting Description
Floor Floor number
Call Limit Type the maximum number of calls for each floor. Recommended value: 1 or 2.
To prevent misuse (call repetition by users without identification), the recommended call limit value is 1 or 2. The limit
is set per boarding floor (floor) and is applied for each destination separately.
Additional Type the additional transfer time for each floor. Default value: 0.
Transfer Time
The additional transfer time is added to the calculated Door/Transfer Time. For details on the Door/Transfer Time, see
the Planner tab.
Setting Description
Description Type an additional text to the allocation text to be displayed in the overview.
Evacuation Floor number where the elevator is travelling to in case of an unrecoverable error.
Floor
Type the floor number where the elevator has to travel to in case of an unrecoverable error (for example main lobby
floor).
Parameter Description
Door / Drive Defining the door/drive type
Statistics Recorder Activating the statistics recorder to obtain the required data for reporting
File Exchange Activating the file exchange to obtain the required data for reporting
1. Select the Group Traffic Manager check box to start the Group Traffic Manager task.
Tab Description
1. Select all elevators in the same group, for example in the same zone of the building.
Default setting: No elevator selected, except own.
It is absolutely necessary and mandatory to check all GTM of one group as a group, otherwise the GTM does
not operate correctly.
Off: No group parking activity. However, an elevator may park according to the
individual settings defined on the Lift tab.
On: Parking according to the settings below, such as parking to predefined floors
and/or statistical parking.
For each elevator that shall participate in group parking, set the individual activity
mode on the Lift tab to Group Parking. For elevators controlled via CCI, do not use
parking at all.
On while Timing active: Mode is set to On while the specified timing is active and set
to Off while the timing is not active.
On except Timing is active: Mode is set to On while the specified timing is not active
and set to Off while the timing is active.
Smaller values reduce the destination times and the number of intermediate stops, as
different elevators are likely to be used for different passengers.
Higher values reduce the waiting times and increase the number of intermediate stops,
as the same elevator is likely to be used for different passengers.
Recommended value: 50 ... 100 (Default value: 100).
With high values, the system may not have sufficient handling capacity during peak
hours.
Long waiting times are avoided if possible, for example fewer calls will experience long
waiting, but more calls may experience average instead of small waiting times.
Higher values have a stronger effect.
Recommended value: 20 ... 100 (Default value: 20).
Not all long waits may be eliminated, but the probability will decrease.
Activity:
For elevators with a car call interface, select the No parking mode.
For each elevator that shall participate in group parking, set the individual activity mode on the Lift settings to Group
Parking.
Several different interface types of doors and drives are available. For each "Planning Job Manager", at least one door and one drive task is
required. The different types can be mixed.
Type Description
VCOM (TX, TX-GC, This type is mainly used with the PORT Technology. PORT Technology operates a TX, TX-GC, TX-GC2 or
TXG-C2, TX5) TX5 group over the VCOM bus.
Each controller uses one PTG as interface.
BMS (MX-GC) This type is very similar to the VCOM type. Each controller uses one PTG as interface.
I/O-Board This type is normally used for modernization where the PORT Technology controls a conventional elevator
(Car Call Interface) (Schindler or third party) by means of the existing car call buttons.
This door drive interface requires an I/O-board connected to the LON bus.
ARCNET (Miconic This type is used for Miconic V, 2nd generation with the ARCNET bus.
V)
Internal PC This type allows the simulation of a door drive within the PC. This type is normally used for demonstration
Simulation purposes.
Check the tabs of the different door /drive types for information on the connection of the various interfaces to the real
controllers.
Read the information carefully.
The door and drive are added to the installed lift list respectively.
Tab Description
Available SOMs Edit Special Requiement Modes
Parameter Description
SOM Handler Activating the SOM handler
Port Authotity Displaying the fire information sign in case of fire service
Only one master and one backup SOM handler can exist within the PORT Technology PC application.
The master SOM handler and the backup SOM handler must be running on separate PCs.
Button Description
View / New / Edit / Copy Viewing the SOM settings
Creating new SOMs
Editing the SOM settings
Copying existing SOMs.
It is recommended to run the install expert before the initial starting of the the PORT Technology software and after every essential
modification.
Button Description
Create Overview Create an overview module
The Supervisor tasks are only used together with PC (Programming Station) hardware.
The supervisor can be configured to send messages to a service center, to a Schindler technician, the building manager or to appear a
message on the programming station.
Actions: For each defined event, the supervisor takes one of the following actions:
To be able to send SMS messages, the Supervisor task and the SMS hardware module must be available.
Preferrably, the logger task is stared on the PTDB if available. Alternatively, the logger task can be started on a PC.
On PTGs, no logger task can be started.
If no PTDB or PC are available, a statistics recorder can be started on a PTG.
On mainstation, start the logger on the backup PC, never on the master PC.
When a logger task is created, the logger normally creates one logger file per day.
Each logger file has the following name format: YYYY_MM_DD_VV.logger.sq3 (YY=year, MM=month, DD=day, VV=version).
The logger file version is incremented in case writing of the logger file fails and a new logging attempt is required.
The logger task is a local task. Therefore, one logger task per network cluster is required.
A network cluster is a network of interconnected iron components using "direct" iron drivers (non-gateway drivers).
On mainstation, start the logger on the backup PC, never on the master PC.
The PORT Technology software in the field is not updated every time a new software version is released.
The update folder on the FTP server includes the following components:
Component Descripton
PORT Technology Software Software for programming station, main station PCs
1. Download of software
2. Update of database (optional)
3. Update of PORT Technology software
4. Update of LON components
5. Update of visitor control and touch terminal (optional)
6. Update of drivers (optional).
PORT 1.X
PORT 4.X
PTG1 (PORT Technology Gateway 1)
PTG2 (PORT Technology Gateway 2)
PDI (PORT Destination Indicator)
LON Devices (ZLine, ANN, IO, DI, PDC).
Search using IRON Diagnostic will find all devices comminicating on the configured network on the current PCs (UDP, LON, etc.).
Search on local network will find all "smart" devices connected to the network regardless of the driver installed (DUP, TCP, etc.).
To update LON devices such as ZLine, DI, ANN, etc., use Search using IRON Diagnostic.
To update and commission unconfigured devices such as PORT, PTDB, VCL, etc., use Search on local network.
Tip
If the UDP or IP of a device is not known, the device can be found with this option, as long as the device is connected and
powered.
Left Pane
Column Description
State Software status of the device (see below for more information)
Right Pane
The details displayed in the right pane are for information only (normally not used in the field).
Tab Description
Software Details of all software packages within the device system (old version and "to install" version)
Details
Configure Visual configuration preferred to configure device (see corresponding device document for further information). Also see
Device section Incorrect IP Configuration.
Each device has several different packages inside the software which makes it easier to update only parts and not the entire software itself.
uptodate (green)
The software version on the device is identical with the current PORT Technology software provided.
upgrade (turquoise)
downgrade (pink)
At least one software package is newer than the current PORT Technology software provided.
Either update the PORT Technology software or downgrade the software on the device.
The preceeding number indicates the number of software packages to be downgraded.
remove (grey)
Riser by riser (PORT), so that one PORT on the floor is still available.
Even/odd elevators (PTG), so that half of the elevators are still in service.
Main/secondary PDI, so that one PDI in the car is still available to display the destinations.
During the update, these devices might not be available for operation.
The device has a wrong IP setting, which can cause serious problems for the installation.
Select the Device Details tab and check the IP setting of the device.
To change the IP setting immediately, select the Configure Device tab and correct the setting.
The error message indicates the PC on which this update tool is running. This update tool can be closed.
Only run one update tool at a time. Otherwise, one update tool might update and the other update tool might downgrade (if it has
older software).
For e-Vision, a Lobby Vision task is also used. If both Lobby Vision and e-Vision are used, the Lobby Vision task will automatically
handle both.
Connect the Lobby or e-Vision PC to the PORT Technology network (Ethernet) and create a Lobby Vision task for each group on
the first PTG of the corresponding group.
For Lobbyvision 3 (LV3) you have to use "Lobbyvision 3" Task instead.
Parameter Description
Lobby Interface Configuration for Lobby Vision
Ext Call Manager Activating an external call manager, so that an external control system can be used
XML Converter Activating the XML converter to send elevator information in real time