Trane IntelliPak Operating instructions

SAFETY WARNING
Only qualified personnel should install and service the equipment. The installation, starting up, and servicing
of heating, ventilating, and air-conditioning equipment can be hazardous and requires specific knowledge and
training. Improperly installed, adjusted or altered equipment by an unqualified person could result in death or
serious injury. When working on the equipment, observe all precautions in the literature and on the tags,
stickers, and labels that are attached to the equipment.
Programming Guide
RT-SVP011A-EN
December 2018
IntelliPak™ with Symbio™ 800, 20 to 75 Ton
with the Tracer®TD7 Display

© 2018 Ingersoll Rand All rights reserved RT-SVP011A-EN
Introduction
Warnings, Cautions, and Notices
Safety advisories appear throughout this manual as required. Your personal safety and the proper
operation of this machine depend upon the strict observance of these precautions.
T
The three types of advisories are defined as follows:
WARNING Indicates a potentially hazardous situation which, if not avoided, could result in
death or serious injury.
CAUTIONsIndicates a potentially hazardous situation which, if not avoided, could result in
minor or moderate injury. It could also be used to alert against unsafe practices.
NOTICE Indicates a situation that could result in equipment or property-damage only
accidents.
WARNING
Proper Field Wiring and Grounding Required!
Failure to follow code could result in death or serious injury. All field wiring MUST be
performed by qualified personnel. Improperly installed and grounded field wiring poses FIRE
and ELECTROCUTION hazards. To avoid these hazards, you MUST follow requirements for field
wiring installation and grounding as described in NEC and your local/state electrical codes.
Failure to follow code could result in death or serious injury.
WARNING
Personal Protective Equipment (PPE) Required!
Failure to wear proper PPE for the job being undertaken could result in death or serious injury.
Technicians, in order to protect themselves from potential electrical, mechanical, and chemical
hazards, MUST follow precautions in this manual and on the tags, stickers, and labels, as well
as the instructions below:
• Before installing/servicing this unit, technicians MUST put on all PPE required for the work
being undertaken (Examples; cut resistant gloves/sleeves, butyl gloves, safety glasses, hard
hat/bump cap, fall protection, electrical PPE and arc flash clothing). ALWAYS refer to
appropriate Material Safety Data Sheets (MSDS)/Safety Data Sheets (SDS) and OSHA
guidelines for proper PPE.
• When working with or around hazardous chemicals, ALWAYS refer to the appropriate MSDS/
SDS and OSHA/GHS (Global Harmonized System of Classification and Labelling of
Chemicals) guidelines for information on allowable personal exposure levels, proper
respiratory protection and handling instructions.
• If there is a risk of energized electrical contact, arc, or flash, technicians MUST put on all PPE
in accordance with OSHA, NFPA 70E, or other country-specific requirements for arc flash
protection, PRIOR to servicing the unit. NEVER PERFORM ANY SWITCHING,
DISCONNECTING, OR VOLTAGE TESTING WITHOUT PROPER ELECTRICAL PPE AND ARC
FLASH CLOTHING. ENSURE ELECTRICAL METERS AND EQUIPMENT ARE PROPERLY RATED
FOR INTENDED VOLTAGE.

RT-SVP011A-EN 3
Introduction
Copyright
This document and the information in it are the property of Trane, and may not be used or
reproduced in whole or in part without written permission. Trane reserves the right to revise this
publication at any time, and to make changes to its content without obligation to notify any person
of such revision or change.
Trademarks
All trademarks referenced in this document are the trademarks of their respective owners.
Agency Listings and Compliance
The European Union (EU) Declaration of Conformity is available from your local Trane® office.
Revision History
New

4 RT-SVP011A-EN
Table of Contents
Introduction ......................................................6
Hardware ...................................................... 6
Communication ............................................... 6
Screen Characteristics .......................................... 6
Touchscreen Guidelines .......................................... 6
Dimensions .................................................... 7
Specifications and Agency Compliance ............................. 8
Controller and Service Tool Requirements ........................... 8
Tracer TU .................................................... 8
WebUI ...................................................... 8
Supported Languages ............................................ 9
Screen Overview ............................................... 10
Top Display Area ............................................. 10
Main Display Area (Home Screen) ............................... 11
Bottom Display Area .......................................... 11
Alarms ..........................................................13
Active Alarms ................................................. 13
Viewing Active Alarms ........................................ 14
Alarm Icons ................................................... 14
Sorting Alarms ................................................ 15
Configuring Alarms ............................................. 15
Reports .........................................................17
Custom Reports ................................................ 17
Creating a Custom Report ..................................... 17
Editing a Custom Report ....................................... 19
All Points Report ............................................... 20
Points Overrides ............................................... 21
Binary Overrides ............................................. 22
Multistate Overrides .......................................... 23
Analog Overrides ............................................. 23
Setting Up a Temporary Override ............................... 24
............................................................. 24
Override Summary ............................................. 24
About ........................................................ 25
Expansion Modules ............................................. 27
TGP2 Programs ................................................ 29
Data Logs ..................................................... 29
Using the Trend Viewer ......................................... 30
Data Graphs .....................................................31

RT-SVP011A-EN 5
Table of Contents
Creating a Data Graph .......................................... 31
Settings .........................................................36
Control Settings ................................................ 36
Equipment Settings ............................................. 37
Unit Settings ................................................ 37
Feature Settings .............................................. 37
Manual Overrides ............................................ 37
Display Settings ................................................ 38
Display Preferences ........................................... 38
Language ................................................... 41
Date and Time ............................................... 42
Clean Touchscreen ........................................... 43
Schedules ..................................................... 43
Optimal Start/Stop ............................................ 44
Exceptions and Calendars ..................................... 44
Creating a Schedule .......................................... 44
The Tools Menu ................................................ 45
Backup and Restore ........................................... 45
Programs ................................................... 46
System Logs ................................................ 46
Recent Usage ................................................ 46
BACnet Information ........................................... 46
Configuring Basic Settings for the Symbio 800 ...................... 46
Regional Specifications ........................................ 47
Symbio 800 System Units ..................................... 47
Identification and Communication ............................... 47
USB Ports and microSD ....................................... 48
Licensing ................................................... 48
Configuring Additional Settings .................................. 49
Defaults for User Preferences ................................... 49
Application Defaults .......................................... 49
SMTP Settings ............................................... 50
Priority Levels ............................................... 50
Login Page .................................................. 51
Troubleshooting ..................................................52
Identifying and Diagnosing Issues ................................. 52
........................................................... 83
TD7 Automatic Rediscover and Automatic Hardware Reboot ........ 83
Notes ...........................................................85

6 RT-SVP011A-EN
Introduction
The purpose of this guide is to assist you in installing, programming, and operating with the
TracerTD7 Display and the Web UI, which interacts with the unit controls. This guide describes how
to access the screens and the types of information that appear on the screens.
The Tracer TD7 display is mounted to the unit and allows you to view data and make operational
changes to the equipment.
The Web UI is a built in service tool that allows users to set up, operate, and troubleshoot the
equipment.
Hardware
The Tracer TD7 is a durable factory-mounted touch screen display that is designed to operate in
both indoor or outdoor environments. The TD7 display utilizes a standard 75mm VESA mounting
pattern for installation in a Trane Large enclosure. Alternatively, it can be installed with a user-
supplied VESA mount.
Communication
A separate Ethernet cable provides communication between the Tracer TD7 display and the unit
controller.
Screen Characteristics
The 7-inch WVGA 800 x 480 resolution touch-sensitive color screen is backlit, which enables
viewing in poor light conditions including outdoor usage (with the exception of direct sunlight).
Touchscreen Guidelines
The touch screen registers the downward pressure of a touch. Light, quick, yet deliberate touches
are most effective. Touching with more pressure has no effect.
Recommended tools to use:
• finger
• thumb
• pencil eraser
Do not use:
• a screwdriver
• a pen
• a pencil point
• any other sharp or pointed object that might scratch the screen surface

RT-SVP011A-EN 7
Introduction
Dimensions
7.9 in. (200.7 mm)
1.7 in. (41.9 mm) 8.3 in. (211.6 mm)
6.3 in. (158.8 mm)
2.1 in. (53.2 mm)
5.5 in. (139.9 mm)
Note: The power cable is permanently attached to the
TD7 display. The power connector provides
strain relief and protection from the elements.

8 RT-SVP011A-EN
Introduction
Specifications and Agency Compliance
Controller and Service Tool Requirements
Tracer TU
Tracer TU Service Tool Version 10.2 or higher is only required for TGP2 and modifications done in
the field.
Note: Tracer TU is not needed for normal operation. If you need to perform configuration changes,
add new features, or customize the operation of the equipment, contact your local Trane
office.
Web UI
To perform firmware updates, setup communication protocols, backup and restore, scheduling,
and create users or custom trend views connect using Web UI:
1. Connect a laptop to the USB service tool port using a USB 2.0 A to Be cable.
2. Open a web browser and connect to http://198.80.81.1 to access Web UI.
Figure 1. Web UI connection
Specification
Input power: 24 Vac +/- 15%, 21 VA, 50 or 60 Hz
Storage temperature: -67°F to 203°F (-55°C to 95°C)
Humidity: Between 5% and 100% (non-condensing)
Operating temperature: Temperature: -40°F to 158°F (-40°C to 70°C)
Humidity: Between 5% and 100% (non-condensing)
Mounting weight: Mounting surface must support 1.625 lb (0.737 kg)
Mounting Type: VESA (75 mm x 75 mm)
Environmental rating (enclosure): IP56 (dust and strong water protected) with use of an optional Sealed Ethernet Cable
Agency Compliance
• UL916 PAZX, Open Energy Management Equipment
• UL94-5V, Flammability
• FCC CFR Title 47, Part 15.109: Class A Limit, (30 MHz—4 GHz)
• CE EMC Directive 2004/108/EC
• CE EMC Directive 2004/108/EC

RT-SVP011A-EN 9
Introduction
Supported Browsers for Tracer Symbio Web UI
Microsoft Windows 7:
• Internet Explorer 11 (limited support)
• Mozilla Firefox (most recent version)
• Google Chrome (most recent version)
Microsoft Windows 8.1: (no support)
Microsoft Windows 10:
• Internet Explorer 11 (no support)
• Microsoft Edge (most recent version)
• Mozilla Firefox (most recent version)
• Google Chrome (most recent version)
Apple Mac OS (latest version -1)
• Mozilla Firefox (most recent version)
• Google Chrome (most recent version)
• Safari (most recent version)
Creating a New User in Web UI
Note: For more detailed instructions on creating a new user, click the help icon in the global
navigation bar within Web UI.
To create a new user:
1. From the global navigation bar, select Admin > Users.
2. Click the Create User button.
3. Enter the user’s personal information, and click Next.
4. On the Preferences page, determine how certain attributes on the Symbio 800 user interface
will display. Click Next.
5. On the Data Display Units Preference page, determine the unit type in which data will be
displayed. Click Next.
6. On the Data Display Units Preference page, determine the preferred display units. Click Next.
7. On the summary page, review your selections. Click Finish to save the new user.
Supported Languages
The TD7 display supports built-in languages:
• English
• French (Canadian)
• Spanish (Latin American)

10 RT-SVP011A-EN
Introduction
Screen Overview
There are three distinct areas on the TD7 screens:
• Top display area
• Main display area
• Bottom display area
Top Display Area
Figure 2. Tracer TD7 display screen
Main display area
Top display area
Bottom display area
The Back button, when touched, returns to the previous screen visited.
TheHomebutton,whentouched,navigatestotheAllPointsReportbydefault.HomeCan
be configured to display any of the three custom reports, All Points Report, All Points in
Override Report, Alarms, or custom graphic. See “Display Preferences,” p. 43.
TheOverridesSummarybuttonprovides anat-a-glanceview ofhowmany useroverrides
exist and provides a link to the Override Summary report.
The Space Temperature Active or Discharge Air Temperature Active, depending on
configuration is displayed in the header Data Area.