SMA HM-20 User manual

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SUNNY HOME MANAGER 2.0
Operating Manual
SUNNY HOME MANAGER 2.0
HM-20-BE-en-10 | Version 1.0ENGLISH

Legal Provisions
The information contained in these documents is property of SMA Solar Technology AG. Any publication, whether in
whole or in part, requires prior written approval by SMA Solar Technology AG. Internal reproduction used solely for
the purpose of product evaluation or other proper use is allowed and does not require prior approval.
SMA Warranty
You can download the current warranty conditions from the Internet at www.SMA-Solar.com.
Software licenses
The software licenses for the installed software modules are contained in the SunnyHomeManager software. Upon
connection of the SunnyHomeManager with a web browser, you will find the licenses at the following address:
http://IP_address/legal_notices.txt. The IP address (e.g. 192.168.1.120) will be assigned by your router for the
SunnyHomeManager. You will find further information on determining the IP address in your router documentation.
Trademarks
All trademarks are recognized, even if not explicitly identified as such. Missing designations do not mean that a
product or brand is not a registered trademark.
Modbus® is a registered trademark of SchneiderElectric and is licensed by the ModbusOrganization,Inc.
QRCode is a registered trademark of DENSOWAVEINCORPORATED.
Phillips® and Pozidriv® are registered trademarks of PhillipsScrewCompany.
Torx® is a registered trademark of AcumentGlobalTechnologies,Inc.
SMA Solar Technology AG
Sonnenallee 1
34266 Niestetal
Germany
Tel. [phone]
Fax [phone]
www.SMA.de
Email: [email protected]
Status: 5/4/2017
Copyright © 2017 SMA Solar Technology AG. All rights reserved.
Legal Provisions SMA Solar Technology AG
Operating ManualHM-20-BE-en-102

Table of Contents
1 Information on this Document..................................................................................................... 7
1.1 Validity ............................................................................................................................................................. 7
1.2 Target Group ................................................................................................................................................... 7
1.3 Additional Information..................................................................................................................................... 7
1.4 Symbols............................................................................................................................................................ 7
1.5 Nomenclature.................................................................................................................................................. 8
1.6 Typographies................................................................................................................................................... 8
2 Safety ............................................................................................................................................ 9
2.1 Intended Use.................................................................................................................................................... 9
2.2 Safety Information ........................................................................................................................................... 10
2.3 Supported Products ......................................................................................................................................... 11
3 Scope of Delivery ......................................................................................................................... 16
4 Product Description ...................................................................................................................... 17
4.1 Sunny Home Manager ................................................................................................................................... 17
4.1.1 Functions........................................................................................................................................................... 17
4.1.2 Type Label ........................................................................................................................................................ 20
4.1.3 LEDs................................................................................................................................................................... 21
4.1.4 System Requirements ....................................................................................................................................... 21
4.2 Radio-controlled socket................................................................................................................................... 22
4.2.1 Functions........................................................................................................................................................... 22
4.3 Home appliances with intelligent communication interface.......................................................................... 23
4.4 System Structure............................................................................................................................................... 24
5 Mounting....................................................................................................................................... 26
5.1 Requirements for Mounting the Sunny Home Manager............................................................................... 26
5.2 Mounting the Sunny Home Manager on the Top-Hat Rail........................................................................... 26
6 Preparing for Speedwire Communication ................................................................................. 27
7 Connection .................................................................................................................................... 28
7.1 Connecting the Sunny Home Manager to the Router................................................................................... 28
7.2 Connecting the Sunny Home Manager to the SMA Energy Meter............................................................. 28
7.3 Replacing the SMA Energy Meter ................................................................................................................. 28
7.4 Connecting a Smart Appliance ...................................................................................................................... 28
7.5 Voltage supply terminal .................................................................................................................................. 29
7.5.1 Requirements for connecting the voltage supply ........................................................................................... 29
7.5.2 Connecting the Voltage Supply for Applications up to 63 A ....................................................................... 30
7.5.3 Connecting the Voltage Supply for Applications greater than 63 A ........................................................... 31
8 Commissioning ............................................................................................................................. 33
8.1 Testing the Connection to Sunny Portal.......................................................................................................... 33
8.2 Registering in Sunny Portal.............................................................................................................................. 33
8.3 Logging In and Out of Sunny Portal............................................................................................................... 38
9 Accessing the User Interface of the Sunny Home Manager System ....................................... 39
10 Page and Menu Selection............................................................................................................ 40
10.1 System Selection and System List ................................................................................................................... 40
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Operating Manual 3HM-20-BE-en-10

10.2 My Sunny Home Manager System................................................................................................................ 40
10.2.1 PV System Profile.............................................................................................................................................. 40
10.2.2 Current Status And Forecast............................................................................................................................ 41
10.2.3 Energy Balance................................................................................................................................................ 45
10.2.4 Load Balance and Control .............................................................................................................................. 51
10.2.5 Energy and Power............................................................................................................................................ 52
10.2.6 Annual Comparison......................................................................................................................................... 53
10.2.7 System Monitoring ........................................................................................................................................... 53
10.2.8 PV System Logbook.......................................................................................................................................... 55
10.3 Analysis ............................................................................................................................................................ 56
10.4 Performance Ratio ........................................................................................................................................... 58
10.5 System Report .................................................................................................................................................. 59
10.6 Devices............................................................................................................................................................. 59
10.7 Configuration................................................................................................................................................... 59
10.7.1 System Properties ............................................................................................................................................. 59
10.7.2 System Presentation ......................................................................................................................................... 60
10.7.3 Device Overview.............................................................................................................................................. 60
10.7.4 Load Overview and Planning.......................................................................................................................... 61
10.7.5 Report Configuration........................................................................................................................................ 62
10.7.6 User Management........................................................................................................................................... 62
11 Page Settings ................................................................................................................................ 63
11.1 Diagram Settings ............................................................................................................................................. 63
11.1.1 Setting the Display Period................................................................................................................................ 63
11.1.2 Saving Diagram Data...................................................................................................................................... 63
11.1.3 Printing Diagram Data ..................................................................................................................................... 63
11.1.4 Enlarging the View........................................................................................................................................... 63
11.1.5 Showing and Hiding the Legend .................................................................................................................... 63
11.2 Sorting the System List ..................................................................................................................................... 64
11.3 Showing, Hiding and Sorting Loads............................................................................................................... 64
11.4 Publishing Pages.............................................................................................................................................. 64
11.4.1 Releasing Pages for Viewing in Sunny Portal................................................................................................. 64
11.4.2 Presenting Sunny Portal Pages on the Internet ............................................................................................... 64
12 Device Settings ............................................................................................................................. 66
12.1 Filtering the Device Overview......................................................................................................................... 66
12.2 Calling Up the Properties of a Device............................................................................................................ 66
12.3 Calling Up the Device Parameters ................................................................................................................. 66
12.4 Updating Parameters....................................................................................................................................... 67
12.5 Reading Off the Software Package Version.................................................................................................. 67
12.6 Configuring the Energy Meter ........................................................................................................................ 67
12.7 Setting the Data Request Interval.................................................................................................................... 68
12.8 Activating/Deactivating Automatic Software Updates................................................................................. 69
12.9 Entering Line Conductors................................................................................................................................. 70
12.10 Entering the PV Array Power........................................................................................................................... 70
12.11 Changing the Device Name........................................................................................................................... 71
12.12 Changing a Device Description...................................................................................................................... 71
13 Load Control ................................................................................................................................. 72
13.1 Information on Load Control........................................................................................................................... 72
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13.2 Configuring Radio-Controlled Sockets ........................................................................................................... 72
13.2.1 Safety when Configuring Radio-controlled Sockets....................................................................................... 72
13.2.2 Requirements when Configuring Radio-Controlled Sockets .......................................................................... 73
13.2.3 Activating/Deactivating Data Collection........................................................................................................ 73
13.2.4 Selecting the Load............................................................................................................................................ 73
13.2.5 Entering the Device Name............................................................................................................................... 74
13.2.6 Configuring the Operating Mode................................................................................................................... 74
13.3 Configuring Loads ........................................................................................................................................... 75
13.3.1 Calling Up the Properties of a Load ............................................................................................................... 75
13.3.2 Changing the Color Selection for Loads ........................................................................................................ 75
13.3.3 Selecting the Load Icon ................................................................................................................................... 75
13.3.4 Selecting the Load Type................................................................................................................................... 76
13.3.5 Selecting Program Controllability.................................................................................................................... 76
13.3.6 Entering the Load Name.................................................................................................................................. 77
13.3.7 Entering the Power Consumption .................................................................................................................... 77
13.3.8 Entering the Maximum Program Operating Time .......................................................................................... 77
13.3.9 Entering the Minimum Switch-On Time ........................................................................................................... 78
13.3.10 Entering the Minimum Switch-Off Time ........................................................................................................... 78
13.3.11 Assigning Radio-Controlled Sockets ............................................................................................................... 78
13.3.12 Setting Measuring and Switching of the Radio-Controlled Socket ............................................................... 79
13.3.13 Setting Automatic Switch-Off........................................................................................................................... 79
13.3.14 Setting the Priority of the Load......................................................................................................................... 80
13.3.15 Configuring the Time Period ............................................................................................................................ 80
13.4 Directly Controlling Loads............................................................................................................................... 82
14 System Management ................................................................................................................... 84
14.1 Adding or Replacing Devices ......................................................................................................................... 84
14.2 Activating/Deactivating Devices .................................................................................................................... 85
14.3 Replacing the Sunny Home Manager............................................................................................................ 85
14.4 Reassigning the Sunny Home Manager to the Sunny Portal System after the Reset .................................. 86
14.5 Deleting a Device from Sunny Portal.............................................................................................................. 88
14.6 Deleting the Sunny Home Manager System.................................................................................................. 88
15 System Monitoring ....................................................................................................................... 89
15.1 PV System Monitoring Options....................................................................................................................... 89
15.2 PV System Logbook......................................................................................................................................... 89
15.2.1 Calling Up and Filtering Messages ................................................................................................................ 89
15.2.2 Confirming Messages...................................................................................................................................... 90
15.3 Reports ............................................................................................................................................................. 90
15.3.1 Report Overview .............................................................................................................................................. 90
15.3.2 Configuring Reports ......................................................................................................................................... 91
15.3.3 Creating a Report for a Specific Date ............................................................................................................ 93
15.4 Setting Communication Monitoring................................................................................................................ 93
15.5 Setting the Inverter Comparison ..................................................................................................................... 94
16 System Settings............................................................................................................................. 96
16.1 Entering String Properties................................................................................................................................ 96
16.2 Changing System Data ................................................................................................................................... 97
16.3 Changing the System Name........................................................................................................................... 97
16.4 Setting the Nominal PV System Power........................................................................................................... 98
16.4.1 Manually Entering the Nominal PV System Power ........................................................................................ 98
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16.4.2 Automatic Calculation of Nominal PV System Power.................................................................................... 98
16.5 Changing the System Description................................................................................................................... 99
16.6 Changing Operator Data ............................................................................................................................... 99
16.7 Changing/Deleting the System Image........................................................................................................... 99
16.8 Entering the Feed-in Tariff, Self-Consumption Tariff and Electricity Tariff .....................................................101
16.9 Configuring Limitation of Active Power Feed-In.............................................................................................102
16.10 Activating/Deactivating Grid Management Services...................................................................................103
16.11 Setting the Optimization Target......................................................................................................................103
16.12 Entering the Amount of CO2 Avoided...........................................................................................................104
16.13 Automatic Calculation of the Predicted Annual Yield ...................................................................................104
16.14 Setting the Monthly Distribution of the Predicted Annual Yield....................................................................105
16.15 Editing Data Releases......................................................................................................................................106
17 User Management .......................................................................................................................107
17.1 User Groups and User Rights .........................................................................................................................107
17.2 Creating a New User......................................................................................................................................108
17.3 Deleting a User................................................................................................................................................108
17.4 Changing User Rights......................................................................................................................................109
17.5 Changing User Information.............................................................................................................................109
18 Password Information .................................................................................................................110
18.1 Requirements for a Secure System Password ................................................................................................110
18.2 Required Passwords ........................................................................................................................................110
18.3 Changing Passwords.......................................................................................................................................110
18.4 Procedure in Case of Forgotten Passwords ...................................................................................................111
19 Troubleshooting............................................................................................................................112
19.1 States of All LEDs.............................................................................................................................................112
19.2 Errors during Registration in Sunny Portal......................................................................................................112
19.3 Using the Sunny Home Manager Assistant ...................................................................................................115
19.4 Error in the Sunny Home Manager Assistant.................................................................................................116
19.5 Resetting the Sunny Home Manager .............................................................................................................116
19.6 Incomplete/Outdated/Faulty Data on the User Interface............................................................................116
19.7 Configuration of the Radio-Controlled Socket...............................................................................................119
19.8 Messages concerning Active Power Limitation in the System Logbook.......................................................120
19.9 Devices with Communication via Data Exchange Protocol ..........................................................................120
20 Decommissioning .........................................................................................................................123
20.1 Decommissioning the Sunny Home Manager ...............................................................................................123
20.2 Packing the Product for Shipment...................................................................................................................123
20.3 Disposing of the Product .................................................................................................................................123
21 Technical Data ..............................................................................................................................124
22 Contact ..........................................................................................................................................126
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Operating ManualHM-20-BE-en-106

1 Information on this Document
1.1 Validity
This document is valid for the device type "HM-20" (SunnyHomeManager 2.0) from firmware version 2.0.13.R.
1.2 Target Group
The tasks described in this document must only be performed by qualified persons. Qualified persons must have the
following skills:
• Training in how to deal with the dangers and risks associated with installing and using electrical devices and
installations
• Training in the installation and commissioning of electrical devices and installations
• Knowledge of the applicable standards and directives
• Knowledge of and compliance with this document and all safety information
1.3 Additional Information
Links to additional information can be found at www.SMA-Solar.com:
Document title and content Document type
"SMASmartHome" Planning Guidelines
"SMAFLEXIBLESTORAGESYSTEM"
Increased Self-Consumption with SunnyIsland and SunnyHomeManager
Quick Reference Guide
"SMASMARTHOME - Load Control via MUST Time Period - Example: Washing
Machine"
Technical Information
"SMASMARTHOME - Load Control via CAN Time Period - Example: Pool
Pump"
Technical Information
"SMA SMART HOME Load Control Using Relays or Contactors - Example: Heat-
ing Rod"
Technical Information
"SMA SMART HOME - Home appliance energy management using EEBus" Technical Information
"SMA SMART HOME - Battery Charging Management with Time-of-Use Energy
Tariffs"
Technical Information
1.4 Symbols
Symbol Explanation
Indicates a hazardous situation which, if not avoided, will result in death or seri-
ous injury
Indicates a hazardous situation which, if not avoided, can result in death or seri-
ous injury
Indicates a hazardous situation which, if not avoided, can result in minor or mod-
erate injury
Indicates a situation which, if not avoided, can result in property damage
1 Information on this Document
SMA Solar Technology AG
Operating Manual 7HM-20-BE-en-10

Symbol Explanation
Information that is important for a specific topic or goal, but is not safety-relevant
Indicates a requirement for meeting a specific goal
Desired result
A problem that might occur
1.5 Nomenclature
Complete designation Designation in this document
SunnyHomeManager 2.0 SunnyHomeManager, product
1.6 Typographies
Typography Use Example
bold • Display texts
• Elements on a user interface
• Terminals
• Elements to be selected
• Elements to be entered
• The value can be found in the field
Energy.
• Select Settings.
• Enter 10 in the field Minutes.
>• Connects several elements to be
selected
• Select Settings > Date.
[Button]
[Key]
• Button or key to be selected or pressed • Select [Next].
1Information on this Document SMA Solar Technology AG
Operating ManualHM-20-BE-en-108

2 Safety
2.1 Intended Use
SunnyHomeManager
The SunnyHomeManager is the central device responsible for energy management in households with a PV system
for self-consumption. The SunnyHomeManager carries out the following basic tasks:
• Collection of energy- and power measured values in the interconnected household
• Energy monitoring: Presentation of energy flows via SunnyPortal
• Energy management: Automatic control of interconnected household loads with the aim of energy efficiency
optimization
• Dynamic limiting of the active power feed-in
• Active power measurement via integrated measuring unit with direct connection up to 63A limiting current
• Use of current transformers necessary for applications above 63A
• Interconnection of loads via EEBus and SEMP
• Support of the smart plug switches Edimax SP-2101W to firmware version 2.03 and Edimax SP-2101W V2 from
firmware version 1.00
The SunnyHomeManager2.0 does not support S0 or D0 energy meters, Plugwise products or Miele@home devices.
The SunnyHomeManager is not equipped with a BLUETOOTH interface. The SunnyHomeManager is not an energy
meter for power consumption in the sense of the EU directive 2004/22/EG (MID). The SunnyHomeManager may
not be used for billing purposes. The data collected by the SunnyHomeManager relating to the power generated by
your PV system may deviate from the data of the main energy meter, which is used for billing purposes.
The SunnyHomeManager may only be connected to the subdistribution of the household on the load side behind the
energymeter of the electric utility company. The SunnyHomeManager must be installed in a switch cabinet.
It is possible to use the SunnyHomeManager in delta IT grids. When using the SunnyHomeManager in delta IT
grids, the cumulative power values are correctly measured. Due to the measuring principle of the
SunnyHomeManager, other measured values may be incorrect.
The SunnyHomeManager is approved for use in all EU member states and Australia.
Use this product only in accordance with the information provided in the enclosed documentation and with the locally
applicable standards and directives. Any other application may cause personal injury or property damage.
Alterations to the product, e.g. changes or modifications, are only permitted with the express written permission of
SMA Solar Technology AG. Unauthorized alterations will void guarantee and warranty claims and in most cases
terminate the operating license. SMA Solar Technology AG shall not be held liable for any damage caused by such
changes.
Any use of the product other than that described in the Intended Use section does not qualify as the intended use.
The enclosed documentation is an integral part of this product. Keep the documentation in a convenient place for
future reference and observe all instructions contained therein.
The type label must remain permanently attached to the product.
SunnyPortal
SunnyPortal serves as the user interface for configuring the SunnyHomeManager and the loads. SunnyPortal
transmits the configurations to the SunnyHomeManager. The SunnyHomeManager transmits the configuration to the
radio-controlled sockets. In this way, the loads are able to be switched on and off via SunnyPortal.
SunnyPortal (www.SunnyPortal.com) is an Internet portal which allows you to monitor systems and to visualize and
present system data.
SunnyPortal visualizes data and energy balances of selected loads in the household.
2 Safety
SMA Solar Technology AG
Operating Manual 9HM-20-BE-en-10

SunnyPortal visualizes data from components of the SMASmartHome, the SMAFlexibleStorageSystem and the
SMAIntegratedStorageSystem. In addition, data from battery management systems can be displayed in clearly
arranged diagrams.
2.2 Safety Information
This section contains safety information that must be observed at all times when working on or with the product.
To prevent personal injury and property damage and to ensure long-term operation of the product, read this section
carefully and observe all safety information at all times.
Danger to life due to electric shock if external disconnect switch is missing
Lethal voltages are present in the live components.
• Install an external disconnect switch between the product and the grid-connection point. The external
disconnector must be close to the product and easily accessible.
Danger to life due to electric shock
Lethal voltages are present in the live components.
• Disconnect the connection point from voltage sources and make sure it cannot be reconnected.
• Before performing any work on the product, disconnect the grid side from all voltage sources using the installed
disconnect switch.
• Ensure that the conductors to be connected are de-energized.
• Only use the product in a dry environment and keep it away from moisture.
• Install the product in the switch cabinet only and ensure that the connection areas for the line conductors and
the neutral conductor are behind a cover or have contact protection.
• Disconnect the product from voltage sources before cleaning and clean it with a dry cloth only.
• Observe the prescribed minimum clearance between the network cable and live installation components, or use
suitable insulation.
Danger of fire due to missing or incorrect fuse
If a fuse is missing or incorrect and a fault occurs, a fire may be caused. This can result in death or serious injury.
• Protect the line conductors of the product with a fuse or a selective circuit breaker with max. 63A.
Danger to life by switching medical devices
Unintentional switching of medical devices can result in life-threatening situations.
• Do not connect any medical devices to the radio-controlledsocket.
2Safety SMA Solar Technology AG
Operating ManualHM-20-BE-en-1010