Transcript e20s-ecatlink-tutorial-ppt

How to Import Sizing Results
from HAP
Into
Packaged RTU Builder
Carrier Software Systems
HAP – Pkg RTU Builder Integration
This PowerPoint presentation is a tutorial
explaining how to take equipment sizing data
generated by HAP and import it into Packaged RTU
Builder to select rooftop equipment.
Two scenarios are described. In the first the
design engineer and sales engineer collaborate. In
the second the design engineer works alone.
HAP – Pkg RTU Builder Integration
Prerequisites:
• HAP v4.20a or later.
• Packaged RTU Builder v1.08 or later.
• X-Builder Framework v1.02d or later.
Scenario #1
Design Engineer Shares HAP Data with Sales Engineer
Design Engineer:
 Use HAP to generate eqpt sizing data
 Save project
 Archive project
 E-mail project to sales engineer
Sales Engineer:
 Retrieve HAP archive
 Make sure “export equipment tags” is on.
 Save project
 Exit
 Open project
 Click equipment tag
 Select by performance
Scenario #1
Design Engineer:
• After generating sizing data with HAP, save and archive the data.
• Then e-mail the archive file to your sales engineer.
Scenario #1
Sales Engineer:
• Run HAP and create a new, untitled project.
• Then retrieve the archive file you received.
Scenario #1
• Before saving the project, go to View/Options.
• Make sure “Generate and Save Equipment Tags…” is selected.
• Then save the project and exit HAP.
Scenario #1
• Run Packaged RTU
Builder and open the
project.
• Equipment sizing data
generated by HAP
appears in the tag list
as items with the icon:
• Click on one of these
tag items to start the
selection process.
Scenario #1
• Work through the Product
Wizard to generate
candidate selections.
• On the Unit Selector
choose the unit to
configure.
Scenario #1
• You can then
configure and price the
selected rooftop unit.
• Choose the next item
in the tag list to select
equipment for that item.
Repeat until finished.
Scenario #2
Design or sales engineer works alone
 Use HAP to generate eqpt sizing data
 Make sure “export equipment tags” is on
 Save project
 Exit
 Open project
 Click equipment tag
 Select by performance
Scenario #2
• Use HAP to generate equipment sizing data.
• Before saving the project, go to View/Options.
• Make sure “Generate and Save Equipment Tags…” is selected.
• Then save the project and exit HAP.
Scenario #2
• Run Packaged RTU
Builder and open the
project.
• Equipment sizing data
generated by HAP
appears in the tag list
as items with the icon:
• Click on one of these
tag items to start the
selection process.
Scenario #2
• Work through the Product
Wizard to generate
candidate selections.
• On the Unit Selector
choose the unit to
configure.
Scenario #2
• Fully configure the
chosen rooftop unit.
• Select the next item in
the tag list to select
equipment for that item.
• When finished you
can archive the Pkg
RTU Builder project and
send it to your sales
engineer for pricing and
quoting.
Thank You