Base Configuration Guide

Introduction 

This guide provides basic directions for installing nHaystack and setting up the Synergy software. After completing all the steps, the user will have a range of Reports enabled. 

Key Assumption 

Before starting the nHaystack download and Synergy setup, it is recommended the IT requirements and supporting VPN documentation below are shared with your company’s IT group. 

System Security Practices 

Service Commitments and System Requirements 

In order to have a successful connection, Niagara must be open to “talk” on port 443 and OpenVPN requires outbound access on UDP 1194.  

Step 1: Download and Install nHaystack 

1. Use the table below to download the version of nHaystack that best fits your systems Niagara. 

2. Open the download that appears at the bottom of the browser.  

3. Install the extracted files in the Modules file folder for Niagara. 

4. In the Modules folder, open the Palette in Niagara and drag the nHaystack Service into the "services" container in the station. 

5.  In the Station services, right-click the nHaystack service > select Actions > select Initialize Haystack. 

6. Select "UserService" from the Services menu. 

7. In the Permissions line select "Super User".

8. In the Password Expiration line select "Never Expires". 

9. Click [OK].

Step 2: Create a New Resolute Customer 

1. Log in to Synergy through the Resolute Login Portal using the credentials established during the account setup or by clicking the [Sign in with Google] button. 

2. Click the [Create New Customer] tile. The "Add New Customer" dialog box appears. 

3. In the Add New Customer dialog box, do the following:  

• Add a Customer Name 
• Confirm today's date is in the Start Date text box 
• Choose "Reports" as your Fusion Root Feature 
• Select "Action Center", "Analytics", "Reports", and "Documents Tab" in the page features section

4. Click [Save]. 

Step 3: Create a New Connector 

1. Click the "Connectors" link in the Customer Tile. 

2. Click the [New Connector] button.

3. In the New Connector dialog box, select the "NHaystack" option, then click the [Continue] button. 

4. Select the "Connection to a private Niagara Server through OpenVPN" toggle, and click [Continue]. 

5. In the "Create new VPN" text box, enter the new VPN username. Click [Continue].

6. Click [Download]. 

7. A download will appear at the bottom of the browser. Click [Open] to run the OpenVPN Installer Setup.  

8. Follow the directions on the OpenVPN Setup Wizard. 

9. After completing the Setup Wizard, in Windows file explorer, navigate to the file log “C:\Program Files\OpenVPN\log\config.log” to confirm the VPN is attempting to connect. 

10. Close the log and after 90 seconds, reopen it to confirm the VPN had a successful connection. 

11. After receiving the "Initialization Sequence Complete" line in the log, resume setup in the Synergy application. Click [Continue]. 

12. Entering the Username and Password in the New Connector dialog box. Click [Test Connection]. 

13. If the connection was successful a “Connection established” dialog box will appear. Click [Create] and you will be navigated to the Point Mapper screen. 

Step 4: Map Points 

Points coming from an outside source are mapped based on their Metric IDs and run the Rules that feed to the Reports. To use the Bulk Tagging feature in the following steps, all Points associated with the same piece of equipment must be tagged with the same options.  

1. On the Point Mapper screen, confirm the "Map Points" operation toggle is selected in the Unmapped tab. 

2. Apply a mapping filter by double-clicking a MetricID in the table. The Metric ID will appear in the "Step 1: Mapping" search bar. 

3. Replace the Metric ID asset in the search bar with mapping assets by double-clicking any section of the Metric ID. The mapping options menu will appear as a dropdown list.  

4. In the menu, click the mapping option that corresponds with the Metric Id assets you want to replace.  

5. Click the [Apply] button. The table is filtered based on your selections.  

6. Click the [Map Points] button. 

To map another set of points: 

1. Click the "Clear Filter" link and the table will repopulate with the remaining Points that have yet to be mapped. It is recommended to repeat this process until all Points related to HVAC equipment and zones have been mapped.  

Step 5: Tag Equipment 

Equipment Tagging 

For the initial setup, only the VAV and AHU Equipment Types will be assigned.  

1. Click the Equipment Tagging icon in the side navigation panel.  

2. Use the Search and Filter functions to narrow the table results to show all VAV Equipment Types.  

3. After you have finished your query, click the [Apply Filter] button.

4. Select the dropdown menu from the Type column and select "VAV" to bulk tag the Equipment.  

5. Click [Apply Changes]. 

6. Repeat the above steps for AHU Equipment Types.  

Assigning Parent Relationships 

Parent (airside) relationships must be assigned to the terminal units now that the equipment has been tagged. The process is similar to Equipment Tagging, however, you will be using the Parent and MetaDataTagging tab in the Equipment Tagging Screen. 

1. Click the Parent & MetaData Tagging tab at the top of the Equipment Tagging Screen. 

2. Select "vav" from the Equipment Type dropdown in the filter bar.  

3. Select [Apply Filter]. 

4. After the table is filtered to only VAV equipment, select the parent unit from the dropdown list.  

5. Click [Apply Changes]. 

Step 6: Tag Points 

Mapped Points must be tagged so they can be recognized by the system to configure Computed Points, Rules, and Reports. The VAV and AHU points will be tagged for the initial setup.  

1. Click the Points Tagging icon in the side navigation panel. 

2. Filter data by selecting "vav" in the Equipment Type dropdown menu. 

3. Click the [Apply Filter] button. 

4. Click the arrow by the "Name" column to sort points alphabetically.  

5. Tag the points in the table below for the VAV equipment by clicking the individual point template and selecting the coordinating tag from the list.  

6. Click [Apply Changes]. 

7. Filter data by selecting "ahu" in the Equipment Type dropdown menu. 

8. Click the [Apply Filter] button. 

9. Click the arrow by the "Name" column to sort points alphabetically.  

10. Tag the points in the table below for the VAV equipment by clicking the individual point template and selecting the coordinating tag from the list.  

11. Click [Apply Changes]. 

Step 7: Apply Computed Points 

Generate Candidates: 

1. Click the Computed Points icon in the side navigation panel. 
2. Click the "Generate Candidates" tab.  
3. Select the checkbox next to "Building Name" to select all buildings. 
4. Click [Generate Candidates]. 

Apply Computed Points: 

1. Click the "Disabled" tab at the top of the screen. 
2. Select "vav" from the Asset Type dropdown list. 
3. Select "100.1.4 ZoneTempDev" from the Computed Point dropdown list.  
4. Click [Apply Filter]. 

5. The table will display the points based on the filter results. Click [Enable All]. 

Step 8: Apply Rules 

Rules are a key analytical feature that identify performance issues and provide operation parameters for the equipment they are attached to. Generating Rules allows you to get the most up to date data.  

Generate Candidates 

1. Click the Rules icon in the side navigation panel. 
2. Click the "Generate Candidates" tab.  
3. Select the checkbox next to "Building Name" to select all buildings.  
4. Click [Generate Candidates].

Apply Rules 

1. Click the "Disabled" tab. 

2. Click [Enable All]. All rules displayed on the table will be enabled.  

Step 9: Enable Reports 

Each report takes in the Tagged Equipment within a building and performs a calculation that results in a ROS (Resolute Optimization Score), these scores and reports are available to view and download in Fusion.  

1. Click the Reports icon in the side navigation menu. 

2. Click the "Select All" checkbox by the Building Column. 

3. Click [Enable Reports]. 

4. The Enabled tab will display the available reports. This will complete the base configuration setup.