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Add installation in ZAPTEC Portal

Jump Ahead

This technical help article is for Installers & Partners who has extended service permissions to Add installations in ZAPTEC Portal cloud solution based on permission added to their User profile. The ZAPTEC Portal installation is a virtual installation in order to balance load and phase algorithms in the charging system, this ensures that the available energy is fully utilised based on active charging without reserving "static" charging current to each individual charging station not in use.

Important information

info All load- and phase balancing occurs in ZAPTEC Portal cloud solution, so all the charging system needs is an internet connection.

info The installation in the ZAPTEC Portal cloud solution must represent the physical installation at the location.

error If the installation in ZAPTEC Portal is not setup according to the physical electrical installation at the location; protection breaker may trip, warnings & charge faults and/or cause unexpected charging behaviour.

Step 1. Add Installation in ZAPTEC Portal

Are your company a new partner?

Please contact your ZAPTEC’s Sales representative or by use of this form to forward your request to our Sales team. In order to receive service authorisation registered to your company.

Your company will then be able to administrate which Users in your company shall have access to Add & view installations in your company in ZAPTEC Portal.

Need to Add installation, but your User does not have permission?

Please contact your colleague which controls User permission for your Company service user group.
Once added, your User profile will be able to add, Manage & View installations in ZAPTEC Portal.

How to add installation

    1. Log in with your User profile at https://portal.zaptec.com.
    2. Select the Installations tab
Installations tab not present?

If the installations tab is not present, this means that your User profile does not have any installation permissions.
infoContact your colleague to get permission to your company user group
Or contact support_agent ZAPTEC Technical Support to get assistance.

    1. Select add_circle Add Installation in the Installation tab
    2. Complete the Installation details form
Name
Enter the name of the installation
Name of the installation will appear in the installations overview
Address
Address of the installation’s physical location
Address will appear in the map after the installation is added
Address is optional, but makes the installation searchable by address
Category
Select the category for the installation
info Select Private for residential homes and cabins
Country
Select Country where the installation is located in
info Provides correct time-zone for Scheduled power control settings
Type
Select installation type
PRO for System installations with one or multiple circuits with up to 63A & unlimited numbers of charging stations
HOME for residential installations with 1 circuit up to 32A & up to 3 charging stations in the circuit
info HOME installations can be added using HOME Installation Wizard in ZAPTEC App
info HOME Charging station cannot be Added to PRO installations
info PRO Charging station can be Added to HOME installations
Electrical Grid
Select Electrical Grid type & with amount of phases installed (1 or 3-phase)
errorElectrical Grid must match what the charging stations measures of supply voltage
Charging system
circuit breaker (A)
This value represents the top of the hiarchi, and is the max constraint of the allowed simultaneous charging current in the system.
info This could be a fictive value, value of the physical overload protection or the power switch.
warning If circuits with charging stations are located & installed on a separate distribution cabinets/panels/supplies, then add installation for each.
  1. Press Add
    to complete the registration details for the new installation
  2. info You can add information in Notes (Optional)

    If you have installation specific details, enter details in Notes. Then press Save, to update Notes.

Step 2. Add Circuits

How to add Circuit in the installation

After you have created the installation in the ZAPTEC Portal cloud solution, create circuits in accordance with the electrical installation on the location.

  1. Select the Circuits tab
  2. Enter Circuit name

    Circuit designation as stated in the fuse cabinet

  3. Enter Circuit breaker [A]

    State the value [A] for the installed upstream overcurrent protection breaker
    info You can reduce the value [A] to avoid fully loading the upstream overcurrent protection breaker

    Important

    warning The input value for overcurrent protection breaker must not exceed the electrical upstream protection breaker value.
    warning The maximum supply current rating which supplies the backplates & charging stations are listed in the Product documentation.
    These supply current rating and maximum upstream overcurrent protection breaker requirements must be met.

    See the Documentation section for the applicable product

  4. Press Save
    to add the Circuit to the installation

Optional steps:

  • To add additional Circuits for the installation
    follow step 2 to 4 in the step-by-step instructions above.
  • To edit Circuit
    select the Circuit and press edit to Edit Circuit name and/or value [A]
  • To deactivate a Circuit
    select the Circuit and press delete to deactivate the applicable Circuit

    Warning

    Deactivation of Circuit must not be performed if Charging station(s) are added in the Circuit.
    This causes the Charging station serial number to become unavailable & reserved in ZAPTEC Portal.

    If this has occurred and you need assistance: Please contact support_agent ZAPTEC Technical Support and provide the Installation name & serial numbers of the charging stations to get technical assistance.

Step 3. Add Charge Points

Useful information and explanation of terms used

info Performed charge consumption are upload, stored and available in ZAPTEC Portal cloud solution
after the vehicle has disconnected from the charging station.

The physical charging stations have a redundant local memory storage for charge consumption (limited storage capacity).
which will be uploaded, stored and available in ZAPTEC Portal in case charging station is without internet connection to ZAPTEC Portal

info The charge point is used as a placeholder for charge consumption and permission, in case the physical charging station is replaced or removed from the installation (digitally & physical).

info This ensures that all charge consumption & permission are present & available independently of which physical charging station is associated to the Charge point.

How to add Charge points with Charging stations in Circuits

  1. Select the Circuit to add the associated charging station(s) in.
  2. Select Add (below the Circuit current graph)
     
  3. Enter Serial number of the charging station

    Serial number is available under the charging station

  4. Enter Name of the charge point

    Best practice of designated name of charging station is to use a name that does not change:

    • Apartment number
    • Parking space number
    • Other physical identification for the exact location

    Avoid using names such as: 1, 2, 3 or the actual names of the charging station user and/or owner.

  5. Press Add
    Add

Optional steps: If adding additional charging stations in the same Circuit

  • By checking Add more, you can continue to add additional charging stations.
  • Once completed with Adding charging stations, select clear to navigate back Circuit overview.
  • Additional Charge points with Charging stations will now be visible in the applicable Circuit overview

  • Edit Charging station

    Select

    Ready

    To enter the Charging stations settings

Show or Hide deactivated Charging points and/or stations

  • Check of Show deactivated charge points located in the lower left corner
  • thumb_up_alt Deactivated Charging point and/or stations are now visible

How to add charge points without charging stations in the Circuits

Preparing the ZAPTEC Portal installation

It is possible to prepare the ZAPTEC Portal installation in advance, prior to receiving the Charging stations serial numbers, or add Charge points to represent the installed backplates on site from a previous stage.

  1. Select the Circuit you want to add Charge point in
  2. Select Add (below the Circuit current graph)
    Add
  3. Enter Name of charge point

    Best practice of designated name of charging station is to use a name that does not change:

    • Apartment number
    • Parking space number
    • Other physical identification for the exact location

    Avoid using names such as: 1, 2, 3 or the actual names of the charging station user and/or owner.

  4. Press Add

Optional steps: If adding additional charging points in the same Circuit

  • By checking Add more, you can continue to add additional charge points. 
  • Once completed with Adding additional charge points, select clear to navigate back Circuit overview.
  • Additional Charge points will now be visible in the applicable Circuit overview

Show or Hide deactivated Charging points and/or stations

  • Check of Show deactivated charge points located in the lower left corner
  • thumb_up_alt Deactivated Charging point and/or stations are now visible

How to Add a charging station to charging point

  1. Select
    Add
    To enter Charge point settings
  2. Enter Serial number for the applicable charging station
  3. Press Save
  4. Tick the box Active
  5. Press Save To Activate the Charging station

If the charging station has been configured with ZAPTEC App during the installation, and it has internet connection.
it will take a couple of minutes until the charging station appears online in ZAPTEC Portal.

If the charging station has not been configured with ZAPTEC App previously. Then it still may appear online if the 4G LTE-M subscription is active.

Step 4. Add Users

Add User permission for the installation and/or charging station

Before start of charging

After all functional tests and documentation has been performed, and the charging system is ready to be used.

It is good practice to add Users with permissions to the installation and/or Charging stations.

This ensures that the designated charging system owner and/or Facility Manager has permission to perform User management in the installation.

User Management in ZAPTEC Portal

You can find good information and how to add Users in this article:

User Management in ZAPTEC Portal

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