Lutron Application Note #829 – HomeWorks Illumination Extraction Procedure

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Application Note #829 Revision A January 2024 HomeWorks Illumination Extraction Procedure This document is intended to provide guidance on the process of extracting an existing project file from a HomeWorks Illumination P5 processor (8 Series processor or 4 Series processor). List of Processors 8 Series Processors: • H8P5-120 • H8P5-D48-120 • H8P5-MI-120 • H8P5-MI-D48-120 • H8P5-MI-H48-120 • H8P5-CE • H8P5-MI-CE • H8P5-H48-CE • H8P5-MI-H48-CE 4 Series Processors: • H4P5-120 • H4P5-HRL-120 • H4P5-H48-120 • H4P5-H48-HRL-120 • H4P5-CE • H4P5-H48-CE • H4P5-H48-HRL-CE • H4P5-HRL-CE RF Processor: • HRP5-120 For further reference, please see the Technical Reference Guide at P5 Processors 1 Customer Assistance — 1.844.LUTRON1

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Application Note #829 Programming Ports P5 processors have two different communication links dedicated to the programming of the system or for integration with third-party systems. These links are also used to extract the backup copy file of the running project file in the processor, these links are: • Ethernet link (RJ45) • RS232 (DB-9) If the processor is completely functional, it is possible to attempt to extract the backup file from either link by following the guidelines in this document. If the extracted file doesn’t meet the integrity check, trying a different method may yield better results. Please refer to the last section of this file for details about the integrity check. 1. Extract using the Illumination software connected via network. 2. Extract using the Illumination software connected via RS-232. 3. Extract using the HomeWorks Extraction Utility connected via RS-232. Note: When using RS232 communication, it is recommended to use a 9 cord cable to ensure proper communication and handshaking between devices. System Requirements Please be aware that the HomeWorks Extraction Utility and HomeWorks Illumination software were written to run on Windows XP; however, they typically work with Windows 7 and Windows 10. Windows 11 is not recommended. 2 www.lutron.com/support

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Application Note #829 Using the Illumination Software To extract the backup file using the Illumination software, regardless of the link that is used, first create a blank template file that matches the configuration of the processors on the job site. Begin by creating a new project and adding the processor or processors with the exact same model, count, and the corresponding physical address installed at the site. Confirm the address of each processor by looking at the DIP switch settings on the processor, as shown in Figure 1. Note: If there are multiple processors in the project, they all need to be interconnected on Link 2. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16

Figure 1: Address DIP Switch Settings

Processor addresses will need to be added within the Panel Assignment of the HomeWorks Illumination software.

Figure 2: Panel assignment icon Figure 2: Add the processors and set the physical address on the properties window When adding a 4 Series or 8 Series processor in the HomeWorks Illumination software, a panel or enclosure will be needed If unsure which panel is being used, see the Technical Reference Guide mentioned at the beginning of this document. 3 Customer Assistance — 1.844.LUTRON1

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Application Note #829 Extracting via Network with Illumination Software Using the template file created with the processor’s information, it is possible to use the terminal in the HomeWorks Illumination software to establish a connection with the processor.

Figure 3: Terminal icon Once the terminal is opened, the software will try to find the processor within the network via multicast and will show the Processors discovered on the network window where the correct NIC needs to be selected.

Figure 4: Terminal connected to the processor After the processor is found, it is possible to open a connection to the processor by clicking connect which will be shown as login successful in the terminal, enabling the option extract project on the downwards arrow icon.

Figure 5: Processors discovered on the network

Important: The HomeWorks Illumination software will perform the extract from the processor via FTP through the default port for this protocol (21), therefore, it is important to make sure that this port is not blocked within the network or the firewall of the computer. It is also important to make sure that the TFTP Client and Telnet Client Windows features are enabled on the computer.

Figure 6: Services from “Windows Features” 4 www.lutron.com/support

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Application Note #829 Extracting via RS232 with Illumination Software Using the template file created with the processor’s information, it is possible to use the terminal in the HomeWorks Illumination software to establish a connection with the processor via RS232. Note: Ensure that the COM port configuration matches the connection properties in the terminal of the Illumination

software or extraction utility software. It is also recommended to set the baud rate to 9600. The extraction process can take longer but provides greater stability.

Figure 7: Terminal icon Once the terminal is opened, the use direct connect icon will need to be enabled, and the software will automatically open a connection with the processor via RS232, enabling the option extract project on the downwards arrow icon.

Figure 8: Terminal connected via RS232 To open the extracted file, the file needs to be opened on the HomeWorks Illumination software by selecting the .HDF file from the path where it was saved.

5 Customer Assistance — 1.844.LUTRON1

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Application Note #829 Extracting via RS232 with Extraction Utility Software To perform the extraction of the project file from the processor without using the HomeWorks Illumination software, it is required to download the HomeWorks Extraction Utility Tool and connect the computer to the RS232 link of the processor. After clicking connect under the file tab of the HomeWorks Extraction Utility, the computer and the processor will negotiate the communication settings.

Figure 9: HomeWorks Extraction Utility starting communication with the processor If the processor is connected to the computer and they start communicating successfully, the HomeWorks Extraction Utility will show a green indicator on the bottom, after which the option extract project will be enabled on the Tools menu.

Figure 10: Project extraction using HomeWorks Extraction Utility Important: When attempting the extraction via RS232, using a USB to serial cable, flip dipswitch 2 on the connected processor to the ON position and click the INIT button or do a power cycle of the processor. This will force a serial connection at 9600 baud, which can take longer but provides greater stability to the extraction process.

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Application Note #829 Extracted File Integrity Check Even though the system is running, the process outlined in this document may not lead to a successful project extraction. This is because HomeWorks Illumination processors have two different sections of memory: • The running database • The backup databse which is the file that can be extracted from the processors An issue with the backup database may not affect the running database, but can still cause extraction to fail. This can be caused by different reasons including: • A faulty processor on a multi-processor job • A faulty internal memory retention battery • Damaged memory • If the last upload performed was a partial transfer If the extraction process is not successful, the database will need to be re-written. Some indicators of a corrupted file or unsuccessful extraction are: • An error message “Extraction complete – An error occurred while attempting to save the extracted project file.” • The file is less than 1MB. • “Unrecognized database format ‘path of the file’” when trying to open the extracted file with the Illumination software. If there are issues with the extracted file and are not on the list above, please contact Lutron Technical Support. 7 Customer Assistance — 1.844.LUTRON1

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Application Note #829 Lutron and HomeWorks are trademarks or registered trademarks of Lutron Electronics Co., Inc. in the US and/or other countries. Lutron Contact Numbers WORLD HEADQUARTERS UK AND EUROPE: ASIA: USA Lutron EA Limited Lutron GL Ltd. Lutron Electronics Co., Inc. 51 Lime Street 390 Havelock Road 7200 Suter Road 3rd floor, London EC3M 7DQ #07-04 King’s Centre Coopersburg, PA 18036-1299 England Singapore 169662 TEL: +1.610.282.3800 TEL: +44.(0)20.7702.0657 TEL: +65.6220.4666 FAX: +1.610.282.1243 FAX: +44.(0)20.7480.6899 FAX: +65.6220.4333 support@lutron.com FREEPHONE (UK): 0800.282.107 Technical Support: 800.120.4491 Technical Support: +44.(0)20.7680.4481 lutronsea@lutron.com www.lutron.com/support lutronlondon@lutron.com North & South America Asia Technical Hotlines Customer Assistance Northern China: 10.800.712.1536 USA, Canada, Caribbean: Southern China: 10.800.120.1536 1.844.LUTRON1 (1.844.588.7661) Hong Kong: 800.901.849 Mexico: Indonesia: 001.803.011.3994 +1.888.235.2910 Japan: +81.3.5575.8411 Central/South America: Macau: 0800.401 +1.610.282.6701 Taiwan: 00.801.137.737 Thailand: 001.800.120.665853 Other Countries: +65.6220.4666 Lutron Electronics Co., Inc. 8 7200 Suter Road Coopersburg, PA 18036-1299 U.S.A. 01/2023 P/N 048829 Rev. A