Getting Started

Table of Contents

1. Download the source code
2. Setup Eclipse IDE for OpenEMS Edge and Backend
3. Run OpenEMS Edge and start Simulator
4. Setup Visual Studio Code for OpenEMS UI
5. Run OpenEMS UI
6. Integrate OpenEMS Backend
7. Next steps

This quick 'Getting Started' should help you setup a complete development environment. On finishing you will have a working instance of OpenEMS Edge, with simulated energy storage and photovoltaic system, as well as an OpenEMS UI for monitoring the simulator inside your web browser. Finally an instance of OpenEMS Backend is added to simulate a cloud backend that connects UI and Edge.

1. Download the source code

Download any git client and install it. Our recommendation is Sourcetree by Atlassian
Clone the OpenEMS git repository
1. In Sourcetree:
  1. press File → Clone
  2. enter the git repository path https://github.com/OpenEMS/openems.git
  3. select a target directory, for example C:\Users\your.user\git\openems
  4. open Advanced Settings
  5. select the branch develop
  6. and press Clone.
    
    Figure 1. Cloning the git repository using Sourcetree
2. Alternatively: with the git command line utility
  1. open a console
  2. change to the target directory
  3. execute git clone https://github.com/OpenEMS/openems.git --branch develop
Git is downloading the complete source code for you.

2. Setup Eclipse IDE for OpenEMS Edge and Backend

Prepare Eclipse IDE
1. Download Java SE Development Kit 8 and install it
2. Download Eclipse for Java , install and start it
3. On first start you will get asked to create a workspace. Select a directory - for example C:\Users\your.user\git\openems-workspace - and press Launch. The directory needs to be different from your source code directory selected above.
  
  Figure 2. Creating a workspace in Eclipse IDE
4. Install BndTools in Eclipse:
  
  Menu: Help → Eclipse Marketplace… → Find: → enter Bndtools → press Install
Import OpenEMS component projects (OSGi bundles):

Menu: File → Import… → Bndtools → Existing Bnd Workspace → Root directory: Browse… → select the directory with the source code - for example C:\Users\your.user\git\openems → OK → Finish → "Switch to Bndtools perspective?" yes
Eclipse should have successfully built OpenEMS Edge and Backend, showing no entry in Problems.

Figure 3. Eclipse IDE showing 'no problems'

3. Run OpenEMS Edge and start Simulator

Run OpenEMS Edge
1. In Eclipse IDE open the project io.openems.edge.application and double click on EdgeApp.bndrun.
  
  Figure 4. io.openems.edge.application project in Eclipse IDE
2. Click on Run OSGi to run OpenEMS Edge. You should see log outputs on the console inside Eclipse IDE.
  
  Figure 5. OpenEMS Edge initial log output

Configure and start the Simulator

Open the Apache Felix Web Console Configuration .

Login with username admin and password admin.

Note: Apache Felix Web Console Configuration only works with a running console, otherwise you will receive an error message on your Browser.

Figure 6. Apache Felix Web Console Configuration
Configure a Scheduler

The Scheduler is responsible for executing the control algorithms (Controllers) and defines the OpenEMS Edge application cycle
1. Click on "Scheduler All Alphabetically"
  
  Figure 7. Configuration of All Alphabetically Scheduler
2. Accept the default values and click Save
3. You created your first instance of an OpenEMS Component with ID "scheduler0". The log shows:
  
  INFO [onent.AbstractOpenemsComponent] [scheduler0] Activate AllAlphabetically [edge.scheduler.allalphabetically]
  
  Add any other OpenEMS Components in the same way:
Configure debug outputs on the console: "Controller Debug Log". The default values can be accepted without changes.

Figure 8. Configuration of Controller Debug Log

The log shows:

INFO [onent.AbstractOpenemsComponent] [ctrlDebugLog0] Activate DebugLog [edge.controller.debuglog],

followed once per second by

INFO [e.controller.debuglog.DebugLog] [ctrlDebugLog0] _sum[Ess SoC:0 %|L:0 W Grid L:0 W Production L:0 W Consumption L:0 W].

It is once per second because you accepted the default value of "1000 ms" for "Cycle time" in the Scheduler configuration.
Configure the standard-load-profile datasource using the according input file in the csv-reader: "Simulator DataSource: CSV Predefined". Select "H0_HOUSEHOLD_SUMMER_WEEKDAY_STANDARD_LOAD_PROFILE" as the "Source".

Figure 9. Configuration of Simulator DataSource: CSV Predefined as standard load profile datasource

The log shows:

INFO [onent.AbstractOpenemsComponent] [datasource0] Activate CsvDatasourcePredefined [edge.simulator.datasource.csv],

The data source was configured with the OpenEMS Component ID "datasource0" which will be used in the next step as reference.

Configure a simulated grid meter: "Simulator GridMeter Acting". Configure the Datasource-ID "datasource0" to refer to the data source configured above.

Figure 10. Configuration of Simulator GridMeter Acting

This time some more logs will show up. Most importantly they show, that the Grid meter now shows a power value.

INFO  [onent.AbstractOpenemsComponent] [meter0] Activate GridMeter [edge.simulator.meter.grid.acting]
[onent.AbstractOpenemsComponent] [meter0] Deactivate GridMeter [edge.simulator.meter.grid.acting]
[onent.AbstractOpenemsComponent] [meter0] Activate GridMeter [edge.simulator.meter.grid.acting]
[e.controller.debuglog.DebugLog] [ctrlDebugLog0] _sum[Ess SoC:0 %|L:0 W Grid L:1423 W Production L:0 W Consumption L:1423 W] meter0[1423 W]

This setup causes the simulated grid-meter to take the standardized load-profiles data as input parameter.

'Acting' refers to the fact, that this meter actively provides data - in opposite to a 'Reacting' device that is reacting on other components: for example the 'Simulator.EssSymmetric.Reacting' configured below.

Configure a simulated reacting energy storage system: "Simulator EssSymmetric Reacting". The default values can be accepted without changes. (If you choose an other setup as the one described here you may have to create a new Datasource-Component and provide its ID here. The actual data is ignored, but the Datasource’s Time-Delta value is required to calculate values with time-dependant units.)

Figure 11. Configuration of Simulator EssSymmetric Reacting

The log shows:

INFO [e.controller.debuglog.DebugLog] [ctrlDebugLog0] _sum[Ess SoC:50 %|L:0 W Grid L:864 W Production L:0 W Consumption L:864 W] ess0[SoC:50 %|L:0 W|OnGrid] meter0[864 W]

Note, that the DebugLog now shows data for the battery, but the charge/discharge power stays at "0 W" and the state of charge stays at "50 %" as configured. Next step is to configure a control algorithm that tells the battery to charge or discharge.
Configure the self-consumption optimization algorithm: "Controller Balancing Symmetric". Configure the Ess-ID "ess0" and Grid-Meter-ID "meter0" to refer to the components configured above.

Figure 12. Configuration of Symmetric Balancing Controller

The log shows:

INFO [e.controller.debuglog.DebugLog] [ctrlDebugLog0] _sum[Ess SoC:49 %|L:1167 W Grid L:-39 W Production L:0 W Consumption L:1128 W] ess0[SoC:49 %|L:1167 W|OnGrid] meter0[-39 W]

Note, how the Controller now tells the battery to discharge (Ess SoC:49 %|L:1167 W), trying to balance the Grid power to "0 W" (Grid L:-39 W):
Configure the websocket Api Controller: "Controller Api Websocket". The default values can be accepted without changes.

Figure 13. Configuration of Controller Api Websocket

The log shows:
```
INFO  [onent.AbstractOpenemsComponent] [ctrlApiWebsocket0] Activate WebsocketApi [edge.controller.api.websocket]
INFO  [ler.api.websocket.WebsocketApi] [ctrlApiWebsocket0] Websocket-Api started on port [8085].
```
The Controller Api Websocket is required to enable access to OpenEMS Edge by a local OpenEMS UI.

4. Setup Visual Studio Code for OpenEMS UI

Download node.js LTS and install it.
Download Visual Studio Code , install and start it.
Open OpenEMS UI source code in Visual Studio Code:

Menu: File → Open Folder… → Select the ui directory inside the downloaded source code (for example C:\Users\your.user\git\openems\ui) → Select directory
Open the integrated terminal:

Menu: Terminal → New Terminal
Install Angular CLI :

npm install -g @angular/cli

If you receive an error message that the command npm could not be found, make sure that node.js is installed and restart Visual Studio Code.
Resolve and download dependencies:

npm install

5. Run OpenEMS UI

In Visual Studios integrated terminal type…

ng serve -o -c openems-edge-dev

If you receive an error message, that you have no rights to execute "ng serve", set "Set-ExecutionPolicy RemoteSigned -Scope CurrentUser".

The log shows:

NG Live Development Server is listening on localhost:4200, open your browser on http://localhost:4200/
Open a browser at http://localhost:4200
You should see OpenEMS UI. Log in as user "guest" by clicking on the tick mark. Alternatively type "admin" in the password field to log in with extended permissions.

Figure 14. OpenEMS UI Login screen
You should see the Energymonitor showing the same data as the DebugLog output on the console.

Figure 15. OpenEMS UI Energymonitor screen

OpenEMS UI will complain that "no timedata source is available". Because of this the historic chart is not yet functional.

6. Integrate OpenEMS Backend

Instead of having Edge and UI talk to each other directly, the communication can also be proxied via Backend.

6.1. Run and configure OpenEMS Backend

In Eclipse IDE open the project io.openems.backend.application and double click on BackendApp.bndrun.

Figure 16. io.openems.backend.application project in Eclipse IDE
Click on Run OSGi to run OpenEMS Backend. You should see log outputs on the console inside Eclipse IDE.

Figure 17. OpenEMS Backend initial log output
Configure the Backend
1. Open the Apache Felix Web Console Configuration .
  
  Apache Felix Web Console for OpenEMS Backend is started on port 8079 by default. This is configured using the org.osgi.service.http.port setting in BackendApp.bndrun.
  
  Login with username admin and password admin.
  
  Figure 18. Apache Felix Web Console Configuration for OpenEMS Backend
2. Configure Edge.Websocket
  
  The Edge.Websocket service is responsible for the communication between OpenEMS Backend and OpenEMS Edge.
  
  In the example we are configuring the Port 8081. This port needs to match with what we configure later in OpenEMS Edge.
  
  Figure 19. Configuration of Backend Edge.Websocket
3. Configure Ui.Websocket
  
  The Ui.Websocket service is responsible for the communication between OpenEMS Backend and OpenEMS UI.
  
  In the example we are configuring the Port 8082. This port needs to match with what we configure later in the OpenEMS UI environment file.
  
  Figure 20. Configuration of Backend Ui.Websocket
4. Configure Timedata
  
  The Timedata service provider is responsible for holding the current and historic data of each connected Edge device.
  
  In the example we are configuring the Timedata.Dummy service. It takes no configuration parameters, so just press Save. In a production system you would want to use a real implementation like Timedata.InfluxDB.
  
  Figure 21. Configuration of Backend Timedata.Dummy
5. Configure Metadata
  
  The Metadata service provider is responsible for authentication of Edge devices and Users connecting via UI.
  
  In the example we are configuring the Metadata.Dummy service. It takes no configuration parameters, so just press Save. In a production system you would want to use a real implementation like Metadata.File or Metadata.Odoo.
  
  Figure 22. Configuration of Backend Metadata.Dummy

6.2. Configure OpenEMS Edge

Next we will configure OpenEMS Edge to connect to the OpenEMS Backend Edge.Websocket service.

Switch back to the Apache Felix Web Console Configuration for OpenEMS Edge .
Configure the "Controller Api Backend" Component. The default values can be accepted without changes right now.

Figure 23. Configuration of Controller Api Backend

Some configuration parameters are still noteworthy here:
1. "Apikey" is used to authenticate this Edge at the Backend Metadata service.
2. "Uri" is set to ws://localhost:8081. This defines an unencrypted websocket ("ws://") connection to the local computer on port "8081" like we configured before for the Edge.Websocket.
3. "Cycle Time" defines how often data is sent to Backend
  
  Once you press save you should see logs in OpenEMS Backend
  
  [ctrlBackend0] Connected to OpenEMS Backend
  
  and OpenEMS Edge
  
  [Edge.Websocket] Edge [edge0] connected

6.3. Connect OpenEMS UI with Backend

In Visual Studio Code open the file ui/src/environments/environment.ts and configure it as follows:
```
import { Environment } from "../app/shared/type/environment";

export const environment: Environment = {
  production: false,
  debugMode: true,
  url: "ws://localhost:8082",
  backend: "OpenEMS Backend",
};
```
It is again noteworthy here, that:
1. "url" is set to ws://localhost:8082. This defines an unencrypted websocket ("ws://") connection to the local computer on port "8082" like we configured before for the Ui.Websocket.
2. "backend" is set to "OpenEMS Backend". This option is used in certain places inside OpenEMS UI that need to be treated differently for connections to OpenEMS Edge and OpenEMS Backend.
In Visual Studios integrated terminal type…

ng serve -o -c openems-backend-dev
Open a browser at http://localhost:4200
You should see OpenEMS UI Login. Log in with any email / username and password.
You should see again OpenEMS UI, you have to login again (because Metadata.Dummy does require a login), then you are forwarded to http://localhost:4200/device/edge0/live. You are now seeing the data from OpenEMS Edge via OpenEMS Backend.

Figure 24. UI via Backend

6.4. Connect OpenEMS Backend with Odoo (Optional)

How mentioned above in production system you want to use the Metadata.Odoo service. For that the OpenEMS GitHub repository provides a Gitpod container. To start the Gitpod workspace open https://gitpod.io/#https://github.com/OpenEMS/openems/tree/master in a browser. For more information see → Gitpod Workspace

7. Next steps

Now that you setup a complete development environment and have a working instance of OpenEMS Edge, OpenEMS Backend an OpenEMS UI, you can continue implementing your first device driver in OpenEMS. We provide a tutorial that explains the steps to implement an electric meter in OpenEMS Edge that is connected via Modbus/TCP. The meter itself is simulated using a small Modbus slave application, so no external hardware is required for this guide. → Implementing a Device