PowerPoint Tutorial for E20 to ECAT Linkage

1
How to Import Sizing Results from
HAP Into Packaged RTU Builder
Carrier Software Systems
2
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.
3
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.

4
Scenario 1
Design Engineer Shares HAP Data with Sales
Engineer

• Use HAP to generate eqpt sizing data
• Save project
• Archive project

Design Engineer

• E-mail project to sales engineer

• Retrieve HAP archive
• Make sure export equipment tags is on.
• Save project
• Exit

Sales Engineer

• Open project
• Click equipment tag
• Select by performance

5
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.

6
Scenario 1

• Sales Engineer
• Run HAP and create a new, untitled project.
• Then retrieve the archive file you received.

7
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.

8
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.

9
Scenario 1

• Work through the Product Wizard to generate
  candidate selections.
• On the Unit Selector choose the unit to
  configure.

10
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.

11
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

12
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.

13
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.

14
Scenario 2

• Work through the Product Wizard to generate
  candidate selections.
• On the Unit Selector choose the unit to
  configure.

15
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.

16
Thank You