Performing a meter swap (two-way swap)

Use the following procedure to swap two currently active meters between two service points. In this case, the original meters must be removed from both service points.

Tip: Refer to this diagram for references to Meter 1, Meter 2, Service Point A, and Service Point B in the swap procedure.

1. From the main menu, select Configuration > Meter swap.

2. In the Swap from meter box, type or paste a valid Meter ID, and then press Enter. This is Meter 1.

   

   If the meter is found in the database, then the meter details appear beneath this box.

   

   By default, the Meter status for this meter (Meter 1) is Active after the swap. If the Two-way swap toggle switch is on (see step 4), then a Meter status dropdown is enabled. If needed, select a new Meter status.

   Note: Other possible fields, including Recording Device, Recorder Program, CT Ratio, PT Ratio, Pressure Compensation Factor, are dynamic and depend on the measured Commodity for the meter.

   The Swap from meter column includes a Service point panel with details about the service point currently associated with this meter. This is Service Point A.

   

   The Channels table provides meter channel, unit-of-measure (UOM), interval-length, and end-read details for this service point (Service Point A). Scroll down to view all rows.

   

3. In the Swap to meter box, type or paste a valid Meter ID, and then press Enter. This is Meter 2.

   

   If the meter is found in the database, then the Meter details panel appears beneath this box.

   

   By default, the Meter status for the new meter (Meter 2) is Active after the swap. If needed, select another Meter status from the dropdown menu.

4. Expand the Service point panel. This is the target service point, Service Point B. Select the Two-way swap toggle switch.

   

   Note: For a two-way swap, the target service point (Service Point B) must use the same service point program that is currently configured for Service Point A. This cannot be changed, even if you select a different program before enabling the Two-way swap toggle switch.

5. Select a start date and time for the new meter (Meter 2):

   1. Click anywhere in the Effective start date box to open a date-picker dialog.

      Important! The effective start date/time for the new meter (Meter 2) must be after the latest Link Start Date of Meter 1 or Meter 2 (whichever is later) and before the earliest Link End Date of Meter 1 or Meter 2 (whichever is earlier). Selections beyond this range are not supported.

      On the Calendar tab, select a date. By default, the current date is selected.

      

   2. On the Clock tab, select an hour, and then select a minute.

      

      Note: Above the Clock tab, you can select AM or PM to change the selection if needed.

      After you've selected the start date and time, the dialog disappears, and your selection appears in the Effective start date box of the Service point panel. The Effective start date property reflects the selected effective start date in the selected time zone converted to the browser's time zone.

      To edit your selection, repeat these steps.

      Tip: Make sure that the preselected Effective start date time zone is correct for the target service point. If it is not correct, select the correct time zone from the dropdown menu.

6. On the Service point panel, select a Time zone for the new meter (Meter 2) from the dropdown menu.

7. Review the Channels table for the new meter (Meter 2).

   

   Important! A two-way swap is not supported for meters with existing reads of different interval lengths.

8. Click Continue to proceed to the Review data step.

   Note: If the service point has existing reads, then a message appears (for example: "(To meter) Meter M_WUI_MSV_479 will be moved to service point (target service point id) SP_WUI_MSV_482 from (effective start date) 06/15/2022 00:00 EDT. Service point ServicePointA has existing data from 08/15/2020 00:00 EST"). If the service point has existing reads and the interval length differs, then another message appears (for example: "(To meter) Meter M_WUI_MSV_479 will be moved to service point (target service point id) SP_WUI_MSV_482 from (effective start date) 06/15/2022 00:00 EDT. Service point ServicePointA has existing data from 08/15/2020 00:00 EST. The interval length has changed. Existing data will be removed").

9. On the left tab (Service Point A), select an Action on interval data option for existing data at Service Point A.

   Note: If no interval reads exist at either service point, or if only register channels have data, then no Action on interval data dropdown options are available.

   • Keep the data. This option applies to the following cases:

     • No reads in B, existing reads in A, same interval length.

     • Existing reads in A and B, same interval length.

     Note: If you select this option for Service Point A, then you must also select it for Service Point B.

   • Copy data from <Service Point A> to <Service Point B>. This option applies to the following cases:

     • No reads in B, existing reads in A, same interval length. In this case, existing data from Service Point A is going to be copied to Service Point B, and the original data remains at Service Point B.

     • Existing reads in A and B, same interval length. In this case, existing data from Service Point B is copied to Service Point A, which contains all existing reads.

     Note: If you select this option for Service Point A, then Copy data from <Service Point B> to <Service Point A> is selected for Service Point B.

   The color-coded icons in the table indicate the status of existing reads for each channel:

   • Blue: Combination of actual, edited, and estimated reads

   • Yellow: Estimated reads only

   • Gray: No reads

   

   Select a yellow or blue icon to access a usage graph for the represented channel. Use the slider below the graph to zoom in or out on specific periods of time.

   

10. (Optional) If needed, you can enter starting reads for each of the registers (with no existing reads) that are active at the target service point. In the Start read column, select Add meter read for the wanted channel. In the dialog that appears, enter a value (consistent with the channel's unit of measure) in the Meter read box, and then select Save. Repeat this process for any other channels with no existing reads.

    

11. On the right tab (Service Point B), select an Action on interval data option for existing data at Service Point B.

    Note: If no interval reads exist at either service point, or if only register channels have data, then no Action on interval data dropdown options are available.

    • Keep the data. This option applies to the following cases:

      • No reads in A, existing reads in B, same interval length.

      • Existing reads in A and B, same interval length.

      Note: If you select this option for Service Point A, then it is also selected for Service Point B.

    • Remove the data. This option applies to the following case only:

      • Existing reads in A and B, same interval length

    • Copy data from <Service Point B> to <Service Point A>. This option applies to the following cases:

      • No reads in A, existing reads in B, same interval length. In this case, existing data from Service Point B is copied to Service Point A, and the original data remains at Service Point B.

      • Existing reads in A and B, same interval length. In this case, existing data from Service Point B is copied to Service Point A, which contains all existing reads.

      Note: If you select this option for Service Point A, then Copy data from <Service Point B> to <Service Point A> is selected for Service Point B.

    • Copy data from <Service Point A> to <Service Point B>. This option applies to the following case only:

      • No reads in B, existing reads in A, same interval length. In this case, no other options are available. Existing data from Service Point A is copied to Service Point B.

        Important! If the interval length has changed, then the Keep the data option is not available. In this case, Remove the data is selected by default, and then you can select either Permanently delete or Marked as deleted. If the interval length has not changed, then Keep the data is selected by default. In this case, the Remove the data option is not available.

        

    Note: If the CT/PT ratio has changed, then the following warning message appears: "The CT/PT ratio has changed. This may impact existing data."

    The color-coded icons in the last column indicate the status of existing reads for each channel. Select a yellow or blue icon to access a usage graph for the represented channel.

    Tip: Select Download to save the existing read data for all channels. The file is saved in Common Reading File (CRF) format. CRF is an XML file format developed by Itron to enable software applications with different native file formats to exchange meter route and energy use data.

12. Review the new configuration details on both tabs. If you need to make changes, select Back to return to the Select meters step.

13. To save the configuration, click Save. A confirmation dialog appears. Click Save to confirm the swap.

    

    If you opted to copy the data, then two updated XML files (one for each service point) automatically download to your browser's download folder.

    Note: If there are no existing reads, the confirmation message states that the two-way swap is going to be performed on the specified meters. If you opted to keep existing data, the confirmation states that the two-way swap is going to be performed on the specified meters, existing interval data is retained, and existing register data is removed.

    If the meter swap fails, the confirmation dialog indicates the selected meters, the service point, and the reason for the error. Select Copy () to save the error information to your clipboard. You can then paste this text into a document or email message for further investigation.

    

14. Click Cancel to close the dialog.

15. Because Meter 1 is no longer associated with any service point, you must now re-associate it with a service point, in this case Service Point B:

    1. From the IEE Rich Client, navigate to Meter Data Management > Application Data > Program-Based Configuration > Configuration Maintenance.

    2. Select Existing. The Search Utility dialog appears. On the Query tab, enter the service point ID for Service Point B in the Value box.

    3. ClickNext.

    4. Select Edit between Meter and Service Point.

       

    5. In the Edit Link Dates - Meter dialog, select the Beginning link date and enter a time (24-hour format: HH:MM). The date and time must match the effective swap date and time selection in step 6. It is not necessary to change the Ending link date.

       

    6. ClickOK.

    7. Click Save. Meter 1 is now connected to Service Point B.

    Note: If you opted to copy the data, then two updated XML files (one for each service point) automatically download to your browser's download folder. Locate these files and proceed to Importing XML service point data after a meter swap.

Related topics:

• Meter swap

• Performing a meter swap (swap with new)

• Performing a meter swap (swap and remove)

• Performing multiple meter swaps