Setup4Meter - Guide

— USER GUIDE Setup4Meter App Maximize M4M potential, quickly The Setup4Meter mobile app is the place for all your work with M4M. S4M is ABB’s digital, smarter solution to configure and monitor your M4M metering devices. S4M is an alternative solution to avoid interaction via the product display that makes professional activi- ties smarter. This guide covers all the main S4M functions to make sure users fully exploit its potential. With S4M app, you will manage all M4Ms in one place for configuration, monitoring, and collaboration functions. The result will be a quick and simple method of commissioning and monitoring for intermediate and high-level M4M metering devices. 2022-10-17 1/14

SETUP4METER APP Contents 1. Get started ...........................................................................................................................................3 1. Where to find S4M.........................................................................................................................................3 2. First commissioning .....................................................................................................................................3 3. Pairing after first commissioning..............................................................................................................5 2. Device configuration ...........................................................................................................................8 1. Configuration ................................................................................................................................................ 8 2. Templates....................................................................................................................................................... 9 3. Energy monitoring.............................................................................................................................10 1. Device data readings ..................................................................................................................................10 2. System data readings.................................................................................................................................10 4. Collaboration functions .................................................................................................................... 11 1. Import of items............................................................................................................................................ 11 2. Export of items ............................................................................................................................................12 Frequently Asked Questions ......................................................................................................................14 2022-10-17 2/14

SETUP4METER APP 1. Get started 1. Where to find S4M The Setup4Meter mobile app can be downloaded from your preferred app store. Scan the QR code below to be redirected to the S4M page of your app store of choice and install the application. Android iOS 2. First commissioning With M4M 20 and 30: When performing first commissioning for the device, you will be following a guided wizard path on your M4M display and smartphone. 1. On the M4M display, you will be asked to choose your preferred language. 2. On the M4M display, you will be asked to choose your preferred mode of configuration. M4M configu- ration can be performed in two modes: a. Select “M4M” to start the setup using M4M embedded user interface. This mode does not re- quire the S4M app. You can follow the M4M user manual for detailed instructions on the M4M mode of configura- tion. b. Select “APP” to start the setup using ABB’s M4M dedicated mobile app: S4M. Read below for fur- ther instructions. If you select “APP”, a QR code and a PIN code will be shown on the M4M display. At this point you can open S4M app and perform the following in-app activities: 1. If it is the first time using the app, the onboarding process will start at the opening of the app. 2. On the “Devices” tab, tap “New device” 2022-10-17 3/14

SETUP4METER APP 3. Accept to turn your smartphone Bluetooth on and grant S4M permission to use the camera 4. Scan the QR code on the M4M display or select the M4M you want to configure from the list of detected devices. The code shown on the app is the device code, which shall correspond to that shown on the M4M screen. 5. Enter the passkey shown on the M4M screen if requested. 6. Set the M4M password for the first use. 7. After M4M is paired successfully, you will be asked to choose your preferred mode of configura- tion in-app. The “Configuration wizard” is the recommended choice for first time users. For more information on Configuration go to Chapter 2. With M4M 2X: To perform first commissioning of an M4M 2X, open S4M and perform the following activities: 1. On the “Devices” tab, tap “New device” 2. Accept to turn your smartphone Bluetooth on and grant S4M permission to use the camera 3. Select the M4M you want to configure from the list of detected devices 4. Enter the passkey. Default passkey is 00 + last four digits of device Serial Number (laser printed on the device). See example below: 5. Set the M4M password 6. After M4M is paired successfully, on S4M you will be asked to choose your preferred mode of config- uration. The “Configuration wizard” is the recommended choice for first time users. 2022-10-17 4/14

SETUP4METER APP 3. Pairing after first commissioning If you want to configure or perform readings via S4M on a device that was configured already, the first thing that you need to do is pairing the metering device with your mobile phone. Pairing is performed via Bluetooth, a communication protocol available on all M4M product versions. With M4M 20 and 30: To start pairing 1. Check if the Bluetooth is active. When the Bluetooth communication is enabled, the BLE communication symbol appears on the device top bar. If M4M Bluetooth is active go to step 2. If M4M Bluetooth is inactive, you can activate it by performing the following activities on the M4M display. 2. Go to Configuration > Communication > Bluetooth > Enable/Disable and select Enable Once Bluetooth is active, start the pairing mode: 3. Go to Configuration > Communication > Bluetooth and select Start pairing At this point you can proceed on S4M mobile app. 4. On the “Devices” tab, tap “New device” 5. Accept to turn your smartphone Bluetooth on and grant S4M permission to use the camera 6. Scan the QR code on the M4M display or select the M4M you want to configure from the list of de- tected devices. 7. Enter the passkey shown on the M4M screen when requested. 8. Insert the M4M password when requested. You will receive a confirmation pop-up on the M4M display once pairing is successfully completed. 2022-10-17 5/14

SETUP4METER APP On S4M you will be asked to choose your preferred mode of configuration. Note that if your M4M is already configured, you can select the “Import from device” configuration mode. S4M will download the configuration settings currently written on the device memory. For more information on the configuration modes, go to Configuration chapter of this guide. With M4M 2X: If you want to configure or perform readings via S4M, the first thing that you need to do is pairing the metering device with your mobile phone. Pairing is performed via Bluetooth, a communication protocol available on all M4M product versions. Bluetooth for M4M 2X is always active to ensure that the pairing procedure is as simple as possible. To start pairing, you can proceed via S4M mobile app with the following activities: 1. On the “Devices” tab, tap “New device” 2. Accept to turn your smartphone Bluetooth on and grant S4M permission to use the camera 3. Scan the QR code on the M4M display or select the M4M you want to configure from the list of de- tected devices. 4. Enter the passkey shown on the M4M screen when requested. 5. Set the M4M password for the first use. 6. At this point, pairing is completed successfully. Accept to turn your smartphone Bluetooth on and grant S4M permission to use the camera 7. Select the M4M you want to configure from the list of detected devices 8. Enter the passkey. Default passkey is 00 + last four digits of device Serial Number (laser printed on the device). See example below: 2022-10-17 6/14

SETUP4METER APP 9. Set the M4M password if requested At this point, pairing has been completed successfully. Note that if your M4M is already configured, you can select the “Import from device” configuration mode. S4M will download the configuration settings currently written on the device memory. For more information on the configuration modes, go to Configuration chapter of this guide. ! Troubleshooting with first commissioning and pairing • Is M4M FW version up to date? To perform first commissioning with S4M, M4M firmware version must be 2.6.14.0 or higher. To update the M4M firmware, you can follow the instructions of the M4M firmware update guide. • Ensure the Bluetooth function is active on your smartphone. • Terminate all other connections that are still ongoing with that M4M. M4M can manage only one connection at a time. Make sure other users have disconnected from the meter (e.g., disabling Bluetooth or closing S4M app). • If you are experiencing further issues with connection, please delete the M4M from the associated devices from your mobile device settings and try again. 2022-10-17 7/14

SETUP4METER APP 2. Device configuration 1. Configuration S4M allows a rather complete configuration experience of the M4M range, guiding users step by step from basic to advanced configuration setups. The configuration process can be customized according to the needs of different users. When you successfully executed the pairing session, S4M will automatically suggest 5 configuration op- tions. Each configuration option is precisely designed to be a key tool for specific use cases: 1. Configuration wizard: a carefully developed user path for the complete configuration of the device of choice. This is the recommended pick for first time users to explore all M4M functionalities. Configuration wizard will overwrite all the existing M4M settings, and therefore the writing phase will take several minutes. 2. Custom wizard: a user-tailored configuration process that is 100% customizable. User chooses what the wizard path should include. Custom wizard will only overwrite a selected set of settings on the M4M, and therefore configuration could be much faster. 3. Existing template: use one of your S4M configuration templates to configure the device. You can cre- ate or import templates ahead of time, to make configuration on site easier and faster. For further information on Templates, go to the Template dedicated section at Chapter 2.2. 4. Download from device: S4M will download the configuration settings currently written on the device memory. This is recommended in case you are working with a meter which configuration is already on point or needs minor modifications. You will be able to review current settings and perform edits later, on the Device page. 5. XML file: use an XML configuration file on your smartphone local memory and upload the setup to your meter. This is the best suited choice in case you need to upload an XML configuration prepared beforehand or shared by a colleague who is also working with S4M. Please note that if you choose the configuration and custom wizards, once the setup is complete, you will have the choice of uploading the configuration right away (“Write”) or save it for later (“Save”). Sav- ing is recommended if you want to prepare configurations ahead of time and apply them to devices later onsite. If you decide to save the configuration for later, you will need to perform the following activities for the configurations changes to become active: 1. On the “Device” tab, click on your M4M of choice 2. Click on the Plus menu icon and select “Upload configuration” S4M will start the configuration upload. This process may take up to several minutes. ! Troubleshooting with configuration • Is M4M FW version up to date? To perform configurations with S4M, M4M firmware version must be 2.6.14 or higher. To update the M4M firmware, you can follow the instructions of the M4M firm- ware update guide. 2022-10-17 8/14

SETUP4METER APP 2. Templates Configuration templates are a key function of S4M app. Template creation and sharing will cut the amount of repetitive work down to zero for you and the team. You can create templates or import tem- plates from colleagues ahead of time to apply them later on site. This chapter is focused on how to create and apply template to devices. To create a new template, you can follow two ways, create it from scratch or export it from an already configured device. In order to create it from scratch: 1. On S4M homepage, tap on Templates to open the dedicated tab 2. Select New template on the black control bar 3. A wizard that guides you through the setup of the most basic template characteristics (name, type and configuration mode) will start. Please note that type is a key feature of the template. A configuration template can only be applied to a Device of the same type (e.g., a template of M4M 30 I/O can only be applied to M4M 30 I/O Device type). We suggest checking that your template is suitable to your device of choice. Configuration mode will determine the source of the template configuration. You can configure tem- plates ex novo or import configuration from a device or an XML file on your local memory. In order to create a template using an existing configuration you should use the Export configuration to Template function: 1. On the Device page, click on the Plus menu icon 2. Select the Export option 3. Select Export configuration to Template: the device configuration will be replicated in the form of a Template stored on the Template tab. This is ideal to store a configuration setup to be replicated within and across multiple sites. Once you completed the wizard, the template will be saved in your local S4M memory for you to apply on devices. This activity can be performed following two different user paths: • Configure device with template: on the Device tab, select the Device and go to the Device page. From the ’+’ Menu, go to Configure < Use template and select the desired template. • Apply template to nearby devices: tap the Template tab, go to the Template page. From the ‘+’ Menu, select “Apply to nearby device” ! Troubleshooting with templates • A configuration template can only be applied to a Device of the same type (e.g., a template of M4M 30 I/O can only be applied to M4M 30 I/O Device type). We suggest checking that your tem- plate is suitable to your device of choice. 2022-10-17 9/14

SETUP4METER APP 3. Energy monitoring 1. Device data readings Reading of energy measurement are performed quickly with S4M: 1. On the device tab, select a device. If the device icon is transparent, communication with the device has not been established. Firstly, check if the M4M Bluetooth is active. When the Bluetooth communication is enabled, the BLE communication symbol appears on the M4M top bar. If M4M Bluetooth is active go to step 2. If M4M Bluetooth is inactive, activate it by going to Configuration > Communication > Bluetooth > Enable/Disable and selecting Enable. 2. Last sync is indicated on the device card. To update measurement readings, tap the icon on the top bar. 3. If you want to check real-time measurements, turn on the Auto-refresh mode on the Device page. 4. Scroll down to navigate all M4M 100+ measurements clearly sorted by different categories. 2. System data readings S4M allows users to read cumulative energy measurements of multiple M4M at the same time. To perform system data reading, firstly you will need to create a system: on the Device tab, click the New system button on the black control bar and follow the wizard. Once the System is created and filled in with Devices, you can click the Energy readings icon to show cumulative System energy data readings. Click on the Tariffs button to show the amount recorded in cumulative registers for all devices in the system. Turn your phone horizontally for the optimized page view. Differently from the Device page, System data readings will only show count energy related data. Real- time measurements and other KPIs won’t be shown. Please note that data availability will vary accordingly to the devices in the system, following the product version and configuration of choice. For example, since M4M 30 and 20 differ in terms functionalities, only M4M 30 is able to produce system readings on tariffs and energy conversion. Therefore, in a system with both M4M 30 and 20, tariffs and energy conversion data will only take account of M4M 30 measure- ments and calculations. 2022-10-17 10/14

SETUP4METER APP 4. Collaboration functions S4M enhances the M4M experience with useful data sharing functions. User can share a variety of S4M items, by importing and exporting them in XML or PDF format. Take the following table as reference for further information on the function and format availability. Item type Import Export Format Device configuration ◼ ◼ XML, PDF Device data readings  ◼ Template configuration ◼ ◼ PDF Complete S4M setup ◼ ◼ XML, PDF XML ◼ Available  Not available 1. Import of items Import of configuration in XML format to a Device An existing XML file can be imported to configure Devices and Templates. To import an XML file to configure a Device, perform the following steps: 1. On the Device page, click on the Plus menu icon 2. Select the Configure option 3. Choose XML file as a source 4. Select the XML file from your smartphone local storage. Alternatively, it is possible to import a configuration from an existing XML file during the configuration wizard of a New Device. For more information, go to chapter 2.1. The XML file data will overwrite the existing Device configuration setup. Import of configuration in XML format to a Template To import an XML file and configure a Template, perform the following steps: 1. Tap on the Template tab and select New template. 2. Follow the wizard, at step 4 choose “XML file” as Configuration option 3. Select the XML from your smartphone local storage. Import of the complete S4M setup in XML format To import the entire database of S4M to your smartphone, perform the following steps: 1. Click on Settings on the black control bar. 2. Select the XML file from your device memory storage. 2022-10-17 11/14

SETUP4METER APP The setup will be imported on the smartphone local memory storage. Please note that importing the S4M setup will overwrite all data related to S4M. We suggest preparing a backup file exporting the old S4M setup, before importing a new setup. 2. Export of items Export of Device configuration and readings in XML or PDF format To import an XML file to configure a Device, perform the following steps: 1. On the Device page, click on the Plus menu icon 2. Select the Export option 3. You are presented with a series of formats to choose: a) Export Configuration to PDF A PDF report of all the configuration settings of the M4M will be generated. This is ideal to con- sult, print and sharing of configuration setups in highly readable format. b) Export Configuration to XML An XML file with the configuration setup will be generated. This is ideal to be shared with co-work- ers to replicate the configuration on their end. c) Export configuration to Template The device configuration will be replicated in the form of a Template stored on the Template tab. This is ideal to store a configuration setup to be replicated within and across multiple sites. d) Export Data readings to PDF A PDF report of all data readings performed by M4M will be generated. This is ideal to consult, print and sharing of energy data readings in highly readable format. Export of Template configuration in XML or PDF format To export a template configuration in XML or PDF format, perform the following steps: 1. Tap on the Template tab and select a Template. 2. On the Template page, open the Plus menu. 3. Select Export in PDF or Export in XML version: a) Export to PDF A PDF report of all the configuration settings of the template will be generated. This is ideal to consult, print and sharing of configuration setups in highly readable format. b) Export to XML An XML file with the configuration setup will be generated. This is ideal to be shared with co-work- ers to replicate the configuration on their end. Export of the complete S4M setup in XML format To export the entire database of S4M to your smartphone, perform the following steps: 1. Click on Settings on the black control bar. 2. Click on Export S4M setup and Save The file will be saved on the smartphone local storage in XML format. This function is especially suitable to perform a backup of the S4M setup or to share the S4M setup with another S4M user. Please note that importing the S4M setup will override the current setup. 2022-10-17 12/14

FAQS FAQs During the pairing session, S4M cannot find my M4M. What can I do? This error may be due to several causes. We suggest you proceed with troubleshooting as follows: 1. Ensure the Bluetooth function is active on your smartphone. 2. If you are using an M4M 20 or 30, ensure the M4M Bluetooth is active. When the Bluetooth communication is enabled, the BLE communication symbol appears on the device top bar. If the symbol is not shown, go to Home > Configuration > Communication > Bluetooth > Ena- ble/Disable to Enable the Bluetooth function. Then go back to the previous page and click on Start pairing. Note: you can skip this step if you are using an M4M 2X. 3. Terminate all other connections that are still ongoing with that M4M. M4M can manage only one connection at a time. Make sure other users have disconnected from the meter (e.g., disabling Bluetooth or closing S4M app). 4. Go to the Bluetooth dedicated section of your smartphone settings and delete the M4M from associated devices. If the issue persists get in touch with S4M support. To contact support, go to S4M Homepage and tap on Settings > Contact support. Why can’t I upload/write the configuration to my M4M? Some of S4M functionalities are not available for M4M older Firmware versions, including the up- load/write function of configuration and the screen blink. To fully exploit the functionalities of the app, we suggest updating the M4M to 2.6.14 Firmware version or higher. To update your M4M firmware you can take the M4M FW Update guide as reference. The configuration settings I need are not available on S4M. Even though S4M offers a relatively complete configuration experience for M4M, a few settings are not yet available on app. Options for Profibus communication, Analogue outputs, LED source, the average time for the calculation of Max/Min demand values and the Harmonics warning levels cannot be set via S4M. Options for BACnet communication can be set only partially. You will still be able to set these parameters using the M4M HMI (or via communication for LED source ). We are working to make the S4M experience as complete as possible. We suggest you regularly update S4M in view of future app enhancements. I cannot apply the configuration template to my M4M. What can I do? A configuration template can only be applied to a Device of the same type (e.g., a template of M4M 30 I/O can only be applied to M4M 30 I/O Device type). We suggest checking that your template is suitable to your device of choice. 2022-10-17 13/14

FAQS Please note that the configuration upload/write function via S4M is only available for M4Ms with 2.6.14 or higher Firmware version. To update your M4M firmware you can take the M4M FW Update guide as reference. 2022-10-17 14/14