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BMS Systems | 10 Steps to Integration Success

BMS Systems | 10 Steps to Integration Success

Why integrate with BMS Systems?

Wallace D. Wattles said, “It is essential to have good tools, but it is also essential that the tools should be used in the right way.” Electricity rates are skyrocketing, and demand increases as our society sets out to recover from COVID. It’s more important than ever to ensure your power is reliable and efficient. Having the right tools to monitor your electrical system is a key factor in your success. Understanding tools such as Power Monitoring Systems (PMS) and Building Management Systems (BMS) is the first step. So, let’s break it down.


PMS and BMS play distinct roles within full-scale facilities. A Power Monitoring System monitors the electrical distribution grid, alerts to power quality problems, and logs power data/events up to the millisecond over time. Meanwhile, Building Management Systems monitor critical loads within facilities such as HVAC, lighting, fire systems, security systems, and even power systems (on a less granular level).


A BMS System can poll the same meters/equipment as PMS. However, a BMS performs this function slower and doesn’t collect data related to power quality. In most cases, you will want to avoid a two-master polling scenario, as the vast majority of devices are not capable of handling two masters simultaneously. In short, a two-master polling scenario is a sure-fire way of guaranteeing communication problems.


Therefore, it’s most efficient for the power monitoring system to poll the electrical distribution and metering systems. Then, it can pass the information to the building management system for a cleaner design. The power monitoring systems contractor must coordinate closely with the building systems management contractor to successfully complete this process. 


APT has successfully implemented PMS to BMS integrations across the Western United States. So, we put together our list of 10 steps to Integration Success. 


10 Steps to Integration Success

1. Understand and coordinate the network hardware

To integrate a BMS, you must first understand and coordinate your network hardware.


So here are some questions to consider:

  • What are the physical means of moving data between the PMS and the BMS?
  • Are the two systems isolated physically or logically?
  • To allow the two systems to “talk,” what hardware do they require?
  • Will the systems communicate via Ethernet cables or serially? 


2. Understand and coordinate protocol

Another critical factor in ensuring successful integration is understanding and coordinating protocol. For instance, standard PMS systems typically communicate via MODBUS. Meanwhile, standard BMS systems typically communicate via BACnet.


So, remember to consider the following:

  • Can the BMS system accept MODBUS communications from the PMS, or is converting MODBUS to BACnet required?
  • What are the protocol parameters required to communicate effectively? (i.e., Baud rate, instance IDs, etc.)


3. Define your device list

Determine which devices currently communicating with the PMS need to report data to the BMS system.


Important information includes:

  • How many are there? 
  • Does either system require additional licensing to communicate with the specific devices or quantity of devices? 


4. Create a point list for each device type

Upon defining your device list, you must identify the points per device type. How will the points be pulled from the device-specific points map? Once you define the points list for device type, simple integration replication can occur each time the same “device type” is encountered on the device list. 


5. Determine the frequency of communication

Defining the communication frequency up-front will help integrators create the appropriate logic for communication on both systems. In addition, it will help avoid costly system updates and or punch-list items at the end of the project. 


Make sure to determine:

How often does the BMS need updated data per point type per device? 

  • Fifteen-minute intervals?
  • 30-minute intervals?
  • 1-hour? 


6. Develop an integration test plan

Once the two systems successfully communicate, you need to create a test plan. A logical and exhaustive test plan provides confidence that the BMS system receives all planned data on the proper communication schedule. Integration test plans must ensure the test plan successfully logs each device and point in the BMS system.


7. Establish a monitoring plan

To monitor information, it’s only logical that you need to establish a plan to do so. However, in reality, this is not always the case. Therefore, setting up a clearly defined monitoring plan is crucial for successful integration.


Here are a few items to consider:

  • How will the integration of the data points be monitored to ensure smooth data flow between the two systems? 
  • Are there any data points that are more vital than others that require separate monitoring timelines? 


For example: How often should data be monitored?

  • 15-minute intervals?
  • 30-minute intervals?
  • Or hourly? 


8. Set up an Alert Plan


In the event of a data transfer interruption, how will your system generate alerts? 

  • Is it necessary to monitor the disconnect for an hour to see if it self-recovers?
  • Do alerts need to be sent as soon as possible? 


How will the system distribute alerts?

  • Email?
  • SMS?


Does it make sense to generate alerts from both the BMS and the PMS? 

As a result of this extra step, the PMS can recognize more quickly when it loses connection to a vital device that sends information to the BMS. 


9. Outline a maintenance plan

How often will you review and service your system? To answer this, you need to outline a maintenance plan. It will ensure that the systems maintain proper functionality in the event of changes to the physical system, software, or cybersecurity.


10. Formulate a recovery plan

But, what happens if all else fails and the systems stop communicating? Are you prepared for a complete outage on one or multiple systems? Unfortunately, our world today is one in which nothing is certain. Therefore we must prepare for every scenario that may arise. 


APT 4 BMS Systems 

APT specializes in fully-fledged power monitoring system design, implementation, and service. As part of design and execution, we also include planning and implementation for integration into BMS systems. In short, APT speaks your Information Technology team’s language. This language defines the server and software resources required for the power monitoring application. Above all, we help you focus on the information you need to run your business.


Still uncertain?

Contact an APT professional today and let us help find the best solution to fit your facility’s needs.


Ken Shaffer | APT Engineering Operations Manager


19 Apr, 2024
In the realm of facility management, the importance of a robust power monitoring system cannot be overstated. Think of it as a pyramid with multiple layers, each crucial for the system's optimal performance. From the metering devices capturing raw data to the comprehensive reports generated at the top, every layer plays a pivotal role. But why should you consider upgrading your power monitoring system? Let's delve into the key reasons:  1. Hardware Lifecycle: At the foundation of your power monitoring system lies its hardware components. Over time, these components, including metering devices and servers, reach the end of their lifecycle. Typically, servers have a lifespan of around three years, while metering devices may last up to a decade. Upgrading hardware is imperative to maintain peak performance and ensure accurate data collection. 2. Software Updates: Just as hardware ages, so does the software powering your monitoring system. Manufacturers continually update and improve application and database software to enhance functionality and security. Older versions may lack crucial updates, leaving your system vulnerable to cyber threats. By upgrading, you ensure compliance with IT standards and benefit from the latest features and security measures. 3. IT Compliance and Cybersecurity: In today's digital landscape, cybersecurity is paramount. Outdated software poses a significant risk, as it may lack the necessary defenses against evolving cyber threats. Compliance requirements also evolve, necessitating updates to meet industry standards and safeguard sensitive data. Upgrading your power monitoring system ensures adherence to IT policies and bolsters cybersecurity defenses. 4. Access to New Features: Technology advances at a rapid pace, and your power monitoring system should keep pace. Upgrades often introduce new features and functionalities, such as web-based controls, mobile access, and advanced alarming and notification tools. These enhancements empower users with greater flexibility, efficiency, and insight into power consumption and system performance. 5. Enhanced Functionality: Beyond new features, upgrades expand the functionality of your power monitoring system. This may include support for additional metering devices, web-based management tools, and comprehensive reporting capabilities. By staying up-to-date with the latest software and hardware advancements, you ensure that your system meets the evolving needs of your facility and stakeholders. In conclusion, upgrading your power monitoring system is not just a matter of staying current—it's essential for optimizing performance, ensuring compliance, and safeguarding against cyber threats. By investing in upgrades, you future-proof your facility's monitoring capabilities and empower stakeholders with accurate, actionable data. Don't wait until your system becomes obsolete; prioritize upgrades to unlock the full potential of your power monitoring infrastructure.
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