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What are the different user access levels for the COPELAND E2 controller?

The COPELAND E2 controller has four user access levels, which determine the features a user can access. A user can be programmed with one of these levels.

Level Description
Level 1 Read-only access. Users may generally only view status screens, setpoints, and some system settings.
Level 2 Setpoint and bypass access. Users may perform all the tasks a level 1 user may, and they may also change control setpoints and bypass some devices.
Level 3 Configuration and override access. Users may perform all the tasks a level 2 user may, and they may also override system settings, create new cells, and program new applications.
Level 4 System Administrator access. All E2 functions are accessible by a level 4 user.

What information is displayed on the header of the COPELAND E2 screen?

The header at the very top of every screen on the COPELAND E2 displays icons that indicate various stages of activity, number of users, battery alerts, and connectivity status.

Icon Description
Single person icon Single user is logged in
Multiple people icon Multi-users are logged in
TM icon Terminal mode in use
Ethernet plug icon E2 is connected to Ethernet
Hourglass icon Wait, or system is busy
Disk icon Disk activity, or saving to disk
“A” icon Caps lock is ON

How do I access the main menus on the COPELAND E2 controller?

To access the main menus on your COPELAND E2, follow these steps:

Main Menu

Press the Menu key. This menu provides direct access to applications like Suction Groups, Condensers, Circuits, and others, depending on your controller type. It also allows you to add/delete applications and view status information.

System Configuration Menu

This menu is used to set up the COPELAND E2, with options for Input/Output Definitions, system information, remote communications, global data, alarm, logging, and network setup.

1. Press the Menu key.

2. Press 7 (System Configuration).

System Information Menu

This menu allows you to set the time and date, manage passwords, toggle full options, and view general controller information.

1. Press the Menu key.

2. Press 7 (System Configuration).

3. Press 3 (System Information).


What options are available in the System Configuration menu on the COPELAND E2?

Menu Option Description
1 – Input Definitions View the status of all input boards, as well as set up individual points on the I/O boards.
2 – Output Definitions View the status of all output boards, as well as set up individual points on the I/O boards.
3 – System Information Menu that gives access to more E2 setup options and information.
4 – Remote Communications Gives access to modem information, dial-out setup, and TCP/IP.
5 – Alarm Setup Set up dial-outs and alarm reporting for the current E2.
6 – Logging Setup Enter information about Logging Group applications such as the sampling frequency and total number of samples.
7 – Network Setup Accesses the Network Setup menu where you can view and/or change the configuration of the Echelon and RS485 I/O Networks, set up boards, controllers, routers, and make controller associations.
8 – Global Data Configure one or more analog or digital sensors to be used as “global” values by all E2s.
9 – Licensing Select this option to access the License Report screen that lists all the applications in E2 that are currently licensed and the number of each type of applications that are in use. You can also add additional licenses by pressing F1.

What are the functions of the main keys on the COPELAND E2 keypad?

The keypad on the COPELAND E2 has several keys for navigation and operation.

Icon Function Keys

Key Function
? (Help key) Opens the Help menu with information about the current screen or highlighted item.
Alarm icon key Opens the Alarms Advisory Log.
Home key Opens the Home screen.
Menu key Opens the Main Menu.
Back key Moves you back to the previous screen.

Other Important Keys

  • Tab Key: Moves the cursor between different sections on a screen.

  • Enter Key: Opens the Actions Menu from the Home screen or a status screen. It also selects a highlighted option.

  • Log In/Out Key: Brings up the User Login Screen. If already logged in, it logs the user out.

  • Arrow Keys: Move the cursor up, down, left, or right.

  • Page Up/Page Down Keys: Scroll through menus or screens that are too large to fit on one display.


What are the functions of the F1-F5 keys on the COPELAND E2?

The function of the keys F1 through F5 on the COPELAND E2 changes depending on whether you are on a Setup Screen or a Status Screen.

Function Keys for Setup Screens

Key Function Description
F1 PREV TAB Moves backward one screen.
F2 NEXT TAB Moves forward one screen.
F3 EDIT Opens the Edit Menu box.
F4 STATUS, OVERRIDE, or LOOK UP Opens the Detailed Status screen, Opens the Override Update screen, or Look Up Tables.
F5 SETUP, or CANCEL Opens the Setup screens, or Cancels an operation.

Function Keys for Status Screens

Key RX Function BX Function
F1 SUCTION GROUP AHU
F2 CONDENSERS ZONES
F3 STANDARD and CASE CIRCUITS LIGHTING
F4 SENSOR CONTROL, POWER MONITORING SENSORS
F5 SETUP, CANCEL SETUP, CANCEL

What are the keyboard shortcuts for the COPELAND E2 controller?

The COPELAND E2 controller has several hot keys for quick access to functions and applications.

Keys Function
Application
Alt + A All Applications
Alt + H AHU Summary
Alt + J Time Schedule Summary
Alt + K Sensor Control Summary
Alt + L Lighting Control
Alt + P Power Monitoring
Alt + R ARTC/RTU Summary
Alt + Z HVAC Zones Summary
Alt + S Suction Summary
Alt + B Case Control Summary
Alt + 3 TD3 summary
Alt + B Case Control Summary
Alt + C Condenser Summary
Alt + T Time Schedule Summary
Alt + K Sensor Control Summary
Alt + W Power Monitoring
Alt + S Suction Summary
Alt + U Circuit Summary
General
Alt + D Global Data Status
Alt + E Expanded Info
Alt + G Graph Current Application
Alt + I Input Definitions
Alt + O Output Definitions
Alt + Q Log Current Application
Alt + X Maintenance Log
System
Ctrl + A Add/Delete Application
Alt + F Toggle Full Options
Alt + M Serial Setup
Alt + N Network Status
Alt + T TCP/IP setup
Alt + V Firmware Version
Alt + Y System Logs and Stats
Edit
Ctrl + E Edit Mode
Ctrl + I Insert Mode
Ctrl + N Names Mode

How do I toggle Full Options on my COPELAND E2 controller?

Toggling Full Options on your COPELAND E2 allows you to have full access to programming applications. To toggle this feature:

1. Press the Menu key.

2. Select 7 (System Configuration).

3. Select 3 (System Information).

4. Select 8 (Toggle Full Options).

When enabled, “FULL” will appear in the top right corner of the screen. You can also quickly toggle Full Options by pressing the Alt key and F key together.


How can I customize the Home Screen on the COPELAND E2?

To change the Home Screen on your COPELAND E2 from the default Device Summary screen to one of eight other available screen options, follow these steps. Note: Toggle Full Options must be turned on first.

1. Press the Menu button to open the Main Menu screen.

2. Press 7 for the System Configuration screen.

3. Press 3 for the System Information screen.

4. Press 1 for General Controller Info and scroll down to RX Home Screen or BX Home Screen depending on which controller you are using.

5. Press F4 (LOOK UP) to open the Option List Selection menu.

6. Choose the desired Home screen from the list.

7. Log off to save changes.


How do I place a circuit in Manual Defrost or Clean Mode on the COPELAND E2?

To place a refrigeration circuit on your COPELAND E2 into manual defrost, follow these steps:

1. Press F3 (CIRCUITS) to go to the Circuits Status screen, or place the cursor on the desired circuit from the Home screen and press Enter to open the Actions Menu. Select Manual Defrost.

2. Once inside a Circuits Status screen, press Enter to open the Actions menu.

3. Select Manual Defrost from the list, which will open the Circuit Bypass screen.

4. The Bypass Command field will be highlighted. Press F4 (LOOK UP) to open the Option List Selection screen.

5. From the Option List, you have five choices:

  • No Action: Normal state with no manual defrost.

  • Defrost: Normal defrost mode. The defrost ends according to the terminating device (sensor) or fail-safe time, whichever occurs first.

  • Emergency Defrost: The defrost time goes the full duration of programmed defrost time and ignores any defrost termination sensors.

  • Clean: This mode disables all refrigeration and defrost so the case can be cleaned or serviced. If a case circuit has been placed in Clean Mode, it must be taken out by following these procedures and choosing “End Manual Mode.”

  • End Manual Mode: Selecting this command will end any defrost cycle or the Clean Mode initiated manually.


How do I perform an override on a compressor or fan stage with the COPELAND E2?

If a compressor stage or a fan on the condenser needs to be bypassed on your COPELAND E2, follow these instructions:

1. From the default Home screen, use the arrow keys to move to the COMPRESSOR STGS or FAN STAGES sections and highlight the stage or fan to be bypassed. Press Enter to access the override option from the menu.

2. The Override Update screen will appear. Press the Prev or Next key to enter “Yes” to place the stage in override. Scroll down one space to enter the Override Time.

3. Choose the Override Value of either OFF or ON using the Prev or Next key.

The compressor stage or condenser fan stage in override mode will be marked with a cyan blue background in the Main Status screen, indicating that the override is in effect.


How do I manage alarms on the COPELAND E2 controller?

You can view, acknowledge, reset, and clear alarms from the Alarm Advisory Log on your COPELAND E2.

Accessing and Viewing the Log

Press the alarm icon key on the controller to access the Alarm Advisory Log. Use the up and down arrow keys to move between log entries.

Understanding Alarm States

The State column describes the alarm type and its current condition.

Advisory Type Condition Still Exists Condition Returned To Normal Condition Reset to Normal
Alarms ALARM N-ALM R-ALM
Notices NOTICE N-NTC R-NTC
Failures FAIL N-FL R-FL

Acknowledging, Resetting, and Clearing Log Entries

  • Acknowledge (F1 – ALARM ACK): Highlight the desired log entry and press F1. This suspends all annunciation of the alarm, but the alarm stays in the log. An acknowledged alarm will not automatically reset; it must be manually reset or cleared to re-enable alarming for that condition.

  • Reset (F2 – ALARM RST): Highlight a log entry and press F2. This forces the entry to a normal condition. Use this if you believe the condition that caused the alarm is fixed and you want a new alarm to occur if the problem happens again.

  • Clear (F3 – ALARM CLR): Highlight a log entry and press F3. This completely removes the log entry from the Advisory Log.

To view the full advisory message and other details for a specific alarm, highlight it and press F4 (EXPD INFO).


How can I view logged data as a graph on the COPELAND E2?

The COPELAND E2 can display logged data in a graphical format. To access a graph view:

1. Highlight a value from any screen (like the Home or Status screen) and press Enter to open the Actions Menu.

2. Select Graph, and a graphed view of the selected value opens.

Zooming and Navigating the Graph

  • To zoom in for a more detailed view, press F5. This redraws half of the current samples to fill the entire view.

  • To zoom out, press F4. This doubles the time scale of the graph.

  • When zoomed in, use the left and right cursor keys to view samples that were recorded earlier or later than those in the current view.


How do I check if boards are online with the COPELAND E2?

You can check the status of all boards on the Echelon Network (E2 controllers) or the I/O Network from the Network Summary screen on your COPELAND E2. This screen shows board status (online/offline), device name, type, firmware revision, and network address.

To access the Network Summary screen:

1. From the Main Menu screen, press 8 (Status) for the Status menu.

2. Press 3 (Network Summary) and the Network Summary screen will be displayed.

Alternatively:

1. From the Main Menu screen, press 7 (System Configuration).

2. Press 7 (Network Setup) for the Network Setup menu.

3. Select 1 (Network Summary) and the Network Summary screen opens.


How do I check the status screens on the COPELAND E2 controller?

The COPELAND E2 controller has several status screens accessible from the Home screen by pressing the corresponding function key (F1-F4).

For RX Controllers:

  • Suction Group Status Screen (F1): Displays information such as active stages, discharge temperature, current setpoint, and associated condenser.

  • Condenser Status Screen (F2): Shows information like control setpoints and detailed fan status.

  • Circuit Status Screen (F3): Provides details such as current temperature, state, and individual case information.

  • Sensor Status Screen (F4): Shows control value and command values for analog or digital sensors.

For BX Controllers:

  • AHU Status Screen (F1): Includes control temperature, season mode, space humidity, fan state, and economization status.

  • Zones Status Screen (F2): Displays outdoor and zone temperature, outdoor humidity, season mode, and occupied state.

  • Lighting Status Screen (F3): Shows light level, bypass, and other lighting modes.

  • Sensors Status Screen (F4): Displays control value and command values for selected sensors.

Other status screens (Anti-Sweat, Power Monitoring, Time Schedules, etc.) can be accessed by selecting 5 (Configured Applications) from the Main Menu.


What should I do if an I/O board is not getting power on my COPELAND E2?

If an I/O board on your COPELAND E2 is not getting power, you should check the I/O board power. First, see if the green STATUS light is on. If it is not, check the power wiring connections and use a multimeter to verify that the board is getting 24VAC. If necessary, reset the power to the board.


What is the solution if an I/O board is not communicating or won’t come online with my COPELAND E2?

If an I/O board on your COPELAND E2 is not communicating, you should check the I/O network connections.

1. Check the wire polarity to ensure it is positive to positive and negative to negative.

2. Check for any broken or loose wires.


What should I do if the dip switches on the I/O board of my COPELAND E2 are set incorrectly?

If the dip switches on your COPELAND E2’s I/O board are set incorrectly, you need to check the I/O board network dip switches. Verify that the network ID number is not a duplicate and that the baud rate switches are set to 9600. If the switches are wrong, make the necessary changes and then reset the controller.


What is the troubleshooting step for incorrectly set terminating resistance jumpers on the I/O network of a COPELAND E2?

For the I/O network on a COPELAND E2, you must check for the proper setting of terminating resistance jumpers. The network segment should be terminated on the two endpoints of the daisy chain and should be unterminated everywhere else.


What should I do if the boards on my COPELAND E2 network are not powered?

If the boards on your COPELAND E2 network are not powered, you should check the Network/Power voltages.


How do I troubleshoot faulty wiring on the Echelon Network of my COPELAND E2?

To troubleshoot faulty wiring on the Echelon Network for your COPELAND E2, check the connections. Look for any wires that are broken or loose. Also, check the network polarity to ensure it is positive to positive and negative to negative. Finally, check for any wire damage.


What is the solution if the termination jumpers on the Echelon Network of my COPELAND E2 are set incorrectly?

If the termination jumpers are set incorrectly on the Echelon Network of your COPELAND E2, you need to check for the proper setting. The network segment should be terminated on the two endpoints of the daisy chain and should be unterminated everywhere else.


What is the requirement for the subnet (unit #) setting on the Echelon Network of a COPELAND E2?

For the Echelon Network on a COPELAND E2, each controller must have its own subnet address. If the subnet is set incorrectly, it can cause problems.


Why won’t my compressor operate on the COPELAND E2, and how can I troubleshoot it?

If your compressor will not operate with the COPELAND E2, there are several possible causes and solutions:

  • Compressor not programmed properly: Verify that the E2 was programmed for the correct number of compressor stages. Highlight the General tab (C1) in the Suction Group Setup screen and check if the “Number of Stages” field is correct.

  • Compressor types set up incorrectly: Make sure that compressor stages were properly set up as VS (variable speed), C (compressor), or U (unloader).

  • Compressor programmed with incorrect rating: Verify that compressors were assigned the proper rating (HP/AMP, or BTU).

  • Pressure setpoints set up incorrectly: Set the proper pressure setpoints. If controlling using suction pressure, enter the setpoint in the SUC PRES SETPT field. If controlling by temperature, enter it in the CTRL TEMP SETPT field. These setpoints are located under the Setpoints tab (C2) in the Suction Group Setup screen.

  • Board and point addresses are incorrect: Set the proper board and point settings for input, output, and compressor outputs. These are located under the Inputs tab (C4), Outputs tab (C5), and Comp Outs tab (C7) in the Suction Group Setup screen.

  • 8RO fail-safes are not wired correctly: Verify the fail-safe wiring on the 8RO board for N.O./N.C. positions. One wire should always be connected to the middle terminal, and the second wire to either the N.C. terminal (for relay ON during power failure) or the N.O. terminal (for relay OFF during power failure).

  • Compressor in override: Highlight the compressor stage and cancel the override by pressing Enter to open the Actions Menu and selecting Override options. You can also go to the Override/Bypass Log from the Status menu to view and cancel overrides.

  • Rack is in Phase Fail: Verify the correct phase and input for phase loss. The Phase Loss input is automatically configured to use the E2’s Global Data phase loss protection source. To define a different source, re-define this input definition by pressing F3 (EDIT) and then 1 to change the definition format.

  • Oil sensors are set up but are not in use: Remove oil sensors from individual compressors. Highlight the Comp Setup tab (C6) in the Suction Group Setup screen, select the OIL SENSOR field, and choose “None” from the LOOK UP menu.


How do I troubleshoot issues with the condenser on my COPELAND E2?

If you are having problems with the condenser on your COPELAND E2, refer to the following solutions:

  • Condenser will not operate: Verify that the E2 is programmed with the proper number of fans. Highlight the General tab (C1) in the Condenser Setup screen and check the “Number of Fans” field.

  • Incorrect board and point settings: Confirm proper board and point settings. Go to the Inputs tab (C3) in the Condenser Setup screen to check PRES CRTL IN and DISCH TRIP IN.

  • Fail-Safe wiring on 8RO is incorrect: Verify proper fail-safe switch positions on the 8RO board. Set the rocker UP (ON) to close the relay and turn the output ON during a network failure. Set the switch DOWN (OFF) to open the relay and turn the output OFF during a network failure.

  • Condenser will not split: Enable the condenser to split. Go to the General tab (C1) in the Condensers Setup screen and set the Split Enable field to “Yes.”

  • Unsplit setpoint is set too low: This may be because the setpoint value is being compared with discharge pressure instead of temperature. Enter the value in terms of discharge pressure. Go to the Setpoints tab (C2) in the Condensers Setup screen and check that the UNSPLIT STPT field value has been entered as a pressure value.

  • Half of the fans are not running: Check the split fan relay output. Go to the Other Outs tab (C7) in the Condensers Setup screen and check that SPLIT FAN has a board and point assignment. Also, verify that Split is enabled on the General tab (C1) and that the output is ON.


How do I troubleshoot problems with cases on the COPELAND E2?

If you are experiencing issues with cases on your COPELAND E2, here are some troubleshooting steps:

  • Case will not go into hot gas or cool gas defrost: Check the Group LLSV in the Suction Group setup. Go to the Outputs tab (C5) on the Suction Groups Setup screen and check GROUP LLSV. Also, verify that the case(s) is assigned to the correct group.

  • Case will not terminate out of defrost mode: Verify the termination type (Term Type) in the Defrost tab (C4) of the Standard Circuits Setup screen. Check the defrost termination input location on the circuit input. Go to the Inputs tab (C6) and check DEFROST AV TERM.


What should I do if information cannot be read from another E2 controller in my COPELAND E2 system?

If you are having problems with global actions and information cannot be read from another COPELAND E2 controller, you should verify that the controller with the sensor is set up as the Primary and the controller receiving the information is set up as the User. Both controllers default as local, so this may need to be changed.


How do I fix issues with a temperature sensor or pressure transducer displaying an improper value on my COPELAND E2?

If you are having problems with a temperature sensor or pressure transducer on your COPELAND E2, follow these steps:

  • 16AI input dip switches are set improperly: The 16 dip switches on the 16AI board correspond to each input. Dip Switches Up = Temperature Sensor. Dip Switches Down = Pressure Transducer. Ensure they are set correctly.

  • Incorrect board and point address: Set the proper board and point settings for both input and output. Go to the Inputs tab in the application’s Setup screen and check Board and Point.

  • Incorrect sensor type:

    1. Verify that the sensor type in the E2 is the same as the sensor installed (e.g., “5V-200PSI” for a 5-volt powered 200PSI pressure transducer).

    2. From the Main Menu, select System Configuration (7) and Input Definitions (1).

    3. Highlight the desired input and press F1 (SETUP) to check Sensor Type.


What should I do if no heat or air will come on with my COPELAND E2 system?

If you have no heat or air, check the following on your COPELAND E2 system:

  • Incorrect board and points assignment: Make sure that your board and points are assigned to the correct compressors and heat stages.

  • Heat and Cool OAT lockout temps: From the Home screen, press F1 (AHU), then F5 (SETUP). Move the cursor to C5 (HT/CL Setup) to check the Lockout temperatures.

  • Number of stages are not set up or set up incorrectly: From the Home screen, press F1 (AHU), then F5 (SETUP). Move the cursor to C9 (Dehum) to check Dehum Stages.


How can I troubleshoot dehumidification problems with my COPELAND E2?

If you are experiencing dehumidification problems with your COPELAND E2, check the following settings:

  • Dehumidifier source not set up: From the Dehum screen (Home > F1 > F5 > C9), verify what the sensor source is.

  • Temperature setting for DEHUM OCC or DEHUM UOC is set too high: From the same screen, check the minimum temperature setting.


What are the troubleshooting steps if lights will not come on with my COPELAND E2?

If the lights will not come on in your COPELAND E2 lighting control system, follow these steps:

1. Make sure you have a Time Schedule set up. A Time Schedule is separate from Lighting Control. Set up the Time Schedule first and then assign it to a Lighting Control.

2. Set up a Time Schedule and go to Lighting Control. Choose the desired application and press F5 (SETUP). Move the cursor to C7 (Inputs) and highlight the Board field. Press F4 (LOOK UP), choose the input device and press Enter. Highlight the Point field and press F4 (LOOK UP). Select the type of schedule and press Enter.

3. Make sure the Lighting Control output is assigned.


What should I do if the lights will not come on with the photocell on my COPELAND E2?

If the lights controlled by your COPELAND E2 will not turn on with the photocell, check the following:

  • Make sure the photocell is configured as an analog input.

  • Verify that the type of light sensor is correct.

  • If you are using a light level sensor from another E2 controller, set it up on the controller it is associated with in the Global Data section.

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