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CCE TIER 2 IS at-a-glance

The IS course is the second in the Controls Expert Training Series. This course will provide a technician the necessary skills to design, install, commission, and troubleshoot Carrier’s i-Vu® Open System tier products as well as the i-Vu® Web front end.

duration cost format register*
4 days $700 classroom 8/20/2019†

*To obtain a registration link for this class, please contact your local Carrier Sales Office Controls Representative.

† Class registration will close 7/19/2019.

Automated Logic Corporation has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET), 12100 Sunset Hills Rd., Suite 130, Reston, VA 20190; (703) 234-4065. BAS University is the continuing education organization of Automated Logic Corporation.


Class Overview

The IS course is the second in the Carrier Controls Expert Training series. This course will provide a technician the necessary skills to design, install, commission, and troubleshoot Carrier’s i-Vu® Open System tier products as well as the i-Vu® Web front end. This course is exclusive to registered Carrier Controls Expert Offices. For more information on the Carrier Controls Expert Program, please contact your local Carrier Controls sales representative or visit

Who Should Attend this training

Carrier Controls Expert technicians and technical employees who are looking to better utilize their skills with Field Applied Controllers and the i-Vu® Web servers.

Class Objectives

Learning Objectives

At the conclusion of this course, each student should be able to:

Install, download, and commission field applied controllers including:
  • Connect to a MS/TP network via Field Assistant
  • Discover devices and upload/download control modules
  • Understand sequence of operations and schematics
  • Proper control module selection
  • EquipmentBuilder – utilizing all the .sal libraries
  • Adding programs and graphics to UC Open controllers
  • Linkage – temperature / waterside / single point
  • Complete commissioning of equipment
  • CCN to Open via UPC Open Controller
  • Legacy algorithms
  • Understanding SNAP custom programming and graphics
  • Property pages
  • Source files
Setup an i-Vu® Server, to include:
  • i-Vu® Server setup
  • Installer tree setup
  • Floorplan graphics
  • User tree setup
Factory reset, wire and configure a VVT® System
Install, wire and configure a VAV System

Learning Methods Used

This course uses a combination of classroom lecture, demonstrations using the controls simulators, computer lab and workshops to present the material. Student’s achievement of the learning objectives is determined by successful completion of the workshops, and final written exam. Workshops are instructor guided exercises using the procedures taught in the lectures.

Class Details

Topics Covered

All times are approximate and shown as (classroom hours/lab or workshop hours).

Verify addresses & baud rates (0.5/0.5)
  • Dip switches
  • Rotary dials
  • Jumpers
Field Assistant (1.0/1.0)
  • Connecting
  • Find devices
  • Upload
Equipment Overview (1.0/1.0)
  • Sequence of operations
  • Schematics
Control Module Selection (0.5/0.5)
  • I/O design
  • Control program type
EquipmentBuilder (1.0/1.0)
  • Control programs
  • Graphics
  • Drivers
Add Control Programs & Graphics (0.5/0.5)
  • Assign files to controllers
Download Control Modules (0.5/0.5) 
  • Connect
  • Download 
Define I/O Points (0.5/0.5)
  • Open Control Module Overview
  • Types of I/O / I/O Configuration
Commissioning Equipment (1.0/1.0)
  • Point Checkout
  • Control Program Setup
  • Logic Verification
Single Point Linkage (0.5/0.5)
  • Point Binding
  • BACnet Addressing
  • Interlock Equipment
  • Demand Limiting
Water Source Heat Pump Commissioning (0.5/0.5)
  • Point Checkout
  • Control Program Setup
  • Logic Verification
  • Condenser Waterside Linkage
Change Order – Add 48A/50A (0.5/0.5)
  • UPC Control Module Overview
  • CCN Equipment
  • EquipmentBuilder
  • Download
Change Order – Add Carrier Legacy Algorithm (0.5/0.5)
  • Binding two control programs to work together
  • Legacy Algorithms
  • EquipmentBuilder
  • Download
  • Commission
  • Single Point Linkage
Study a Sequence of Operations (1.0/1.0)
  • SNAP Microblock Families
  • SNAP Microblock types
  • Parallels between Sequences of Operation and Logic
Verify Logic (1.0/1.0)
  • Group Presentation
  • Translate a Sequence to Logic
  • Translate Logic to a Sequence
Create a Custom Piece of Equipment (1.0/1.0)
  • Custom SNAP Programming
  • Property Pages
  • Equipment Graphics
  • Download
  • Commission
Produce Source Files (1.0/1.0)
i-Vu® Server Setup
  • Physical Connection (1.0/1.0)
    • Connect USB Open Adapter to MS/TP network
    • Connect Patch Cable to IP network
    • Connect power supply to i-Vu® Server
  • Management Tool (1.0/1.0)
    • Setting TCP/IP Properties
    • Establish installer account
    • System name
    • Network type
    • Regional settings
  • Upload Controllers (1.0/1.0)
    • Discover controllers
    • Import source files
    • Upload controllers
  • Arrange User View (1.0/1.0)
    • Create areas
    • Move equipment
  • Operators (1.0/1.0)
    • Add Administrator
    • Add Power User
    • Add standard
  • General Options (0.5/0.5)
    • Time Synchronization
    • Enable Support for Alarm Pop up Client
    • Optimize download for Open PIC controllers
  • MS/TP Network Number (0.5/0.5)
    • Edit MS/TP network number
    • Bind controllers to new MS/TP network
  • Floor Plan Graphics (0.5/0.5)
  • Backups (0.5/0.5)
    • Export source files
    • Export clippings file
    • Create PC Backup
  • User
  • Schedules (0.5/0.5)
    • Priorities & Types
    • Ignore Schedules
    • Schedule Groups
  • Alarms (0.5/0.5)
    • Sources & Alarms
    • Simulate
    • Alarm Notification Pop Up Client
  • Trends (0.5/0.5)
    • View
    • Configure & Combine
    • Save
    • Export
  • Reports (0.5/0.5)
    • Alarm
    • Equipment
    • Schedule
    • Security
    • Custom
i-Vu® Pro Demo (1.0/0)
Factory Reset (0.5/0.5)
  • Reset control modules
  • Reset i-Vu® Server

Class Requirements

Completion Requirements

To receive a certificate for this course student must be present for the entire course, complete all workshops and receive a grade of 70% on graded final.

Prerequisite requirements

CS Certification


An introductory knowledge of commercial air conditioning and heating systems, commercial building design and design process is desirable. A working knowledge of controls and control theory is also required.


You will need to bring with you a laptop and mouse with these requirements:

  • 2 GHz processor
  • 1 GB RAM
  • 2 GB Disk Space
  • 1 USB Port
  • Internet Explorer 8, 9 or 10
  • DVD Drive
  • Windows 8 Enterprise or Professional (32 or 64 bit) OR Windows 7 Pro or Ultimate (32 or 64 bit) OR Windows Vista Business or Ultimate Editions (32 or 64 bit)
  • i-Vu® Tech Tools (part number: USB-TKIT) version 6.0 with latest patches.
  • USB-L Kit


Students in this course receive a course workbook.


This class is held in a class and business casual dress is appropriate. Any safety equipment required for these lab tours will be furnished.


Class starts at 8 AM Monday and runs from 8 AM till 5 PM each day including Friday if class is scheduled at the end of a week. Travel arrangements should be made accordingly.


All courses are taught at BAS University (Kennesaw, GA), unless noted otherwise. Location and lodging information will be provided at the time of registration.