Power: Universal Automatic Transfer Switch Universal Generator Transfer Switch

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Power

Universal Automatic Transfer Switch


Universal Generator Transfer Switch
Total Power Solutions by Alpha Technologies

Universal Automatic
Transfer Switch
Universal Generator
Transfer Switch

Installation Manual
Rev 0309
Notice
Rev 0309
Doc# 020-165-B0
Copyright © 2009 Alpha Technologies Ltd. All rights reserved. Alpha® is a registered trademark of
Alpha Technologies.
No part of this documentation shall be reproduced, stored in a retrieval system, translated, transcribed,
or transmitted in any form or by any means – manual, electric, electronic, electromechanical, chemical,
optical, or otherwise – without prior explicit written permission from Alpha Technologies.
This documentation, the software it describes, and the information and know-how they contain consti-
tute the proprietary, confidential and valuable trade secret information of Alpha Technologies, and may
not be used for any unauthorized purpose, or disclosed to others without the prior written permission of
Alpha Technologies.
The material contained in this document is for information only and is subject to change without notice.
While reasonable efforts have been made in the preparation of this document to assure its accuracy,
Alpha Technologies assumes no liability resulting from errors or omissions in this document, or from the
use of the information contained herein. Alpha Technologies reserves the right to make changes in the
product design without reservation and without notification to its users.

About Us
Alpha Technologies Ltd., develops, manufactures and markets outdoor and indoor uninterruptible power
supply and AC backup power solutions to the Traffic, Parking, Security, Telecom, DataComm, CATV
and Medical industries. Alpha is known for its high-quality, feature-rich systems that are engineered to
withstand harsh environmental conditions.
With over 30 years of experience in powering solutions Alpha can also provide custom UPS and
backup power solutions for specific applications. From indoor UPS products to ruggedized outdoor
UPS solutions for harsh environments, Alpha has a solution to keep systems operating when the power
goes out.
The Alpha Group represents an alliance of independent companies who share a common philosophy –
to create world class powering solutions. Collectively, Alpha Group members develop and manufacture
AC and DC power conversion, protection and standby products. Applications for these products
include broadband, telecom, AC/UPS, commercial, industrial, and distributed generation for a
worldwide customer base. In addition, our companies provide a range of installation and maintenance
services.

Contact Information
Alpha Technologies Ltd.
4084 McConnell Court
Burnaby  BC  V5A 3N7  Canada
Tel: 1 604 430 1476
1 800 667 8743
Fax: 1 604 430 1669
Web: www.alpha.com
Contents

1.  Product Safety Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5


General warnings and cautions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Certifications and compliances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
2.  Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
What this manual covers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Who should read this manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
How to use this manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Symbols used in this manual. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Symbols used on the product . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Related documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
3.  Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
4.  Unpacking the Transfer Switch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Opening the package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Checking the package contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
5.  Installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Tools and equipment required for installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Mounting the Transfer Switch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Wiring the Transfer Switch. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Wiring the rack mount accessory shelf. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
6.  Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Transfer Switch operation and schematics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
7.  Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Preventative maintenance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Service and technical support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
8.  Troubleshooting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Appendix A: Specifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Warranty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

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This page is intentionally left blank.
1. Product Safety Information

IMPORTANT SAFETY INSTRUCTIONS

Save These instructions: This manual contains important safety


instructions that must be followed during the installation, servicing and maintenance of the
product. Keep it in a safe place.

General Warnings and Cautions

WARNING
You must read and understand the following warnings before
installing the UATS/UGTS (referred to as Transfer Switch hereafter)
and its components. Failure to do so could result in personal injury or
death.
■■ Read and follow all instructions included in this manual.
■■ Do not work alone under hazardous conditions.
■■ Only qualified personnel are allowed to install, operate and
service the Transfer Switch and its components.
■■ Observe all applicable national and local electrical codes when
installing the Transfer Switch.
■■ Always assume electrical connections or conductors are live.
Turn off all circuit breakers and double-check with a voltmeter
before performing installation or maintenance.
■■ The Transfer Switch does NOT have an on/off switch to de-
energize the line output. Whenever it is connected to line or
generator power, power is present at the output. Use extreme
caution at all times.
■■ Before installation, verify that the input voltage and current
requirements of the load are within the specifications of the
Transfer Switch given on page 30.
■■ The Transfer Switch can be operated to a maximum operating
temperature of 74 °C (with derating). See Specifications on
page 30 for detailed temperature ratings.
■■ Keep tools away from walk areas where you or others could fall
over them.

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UATS & UGTS Installation Manual

■■ Wear safety glasses when working under any conditions that


might be hazardous to your eyes.
■■ Do not work on the system or connect or disconnect cables
during periods of lightning activity.
■■ Never let water from rain, a hose, tap or a sprinkler’s output,
road splash or other water sources enter the enclosure of
the Transfer Switch to prevent accidental shorts, shocks or
electrocutions.

Certifications and Compliances


The Transfer Switch has been designed, manufactured, and tested
to the requirements of the following national and international safety
standards:
120V version:
;; CSA-C22.2 No. 107.3 – Uninterruptible Power Systems
;; UL 1778 (Edition 4) – Uninterruptible Power Systems
230V version:
;; EN 62040-1-2:2003 – Uninterruptible Power Systems (UPS) -
General and Safety Requirements for UPS used in Restricted
Access Locations

6 Doc# 020-165-B0 Rev 0309


2. Introduction

What This Manual Covers


This manual provides full procedures for the safe and proper
installation, operation, maintenance, and troubleshooting of the
Universal Automatic Transfer Switch (UATS) and Universal Generator
Transfer Switch (UGTS). In this manual, the term “Transfer Switch” will
be used to mean both or either of these two switches.

Who Should Read This Manual


This manual is intended for qualified installers – trained electricians
or technicians who are fully educated on the hazards of installing
electrical equipment such as uninterruptible power supplies and
their associated batteries and accessories. The Product Safety
Information chapter and the Operation chapter are intended for
anyone who will be operating the Transfer Switch as a non-technical
user.

How to Use This Manual


Before you begin installing the Transfer Switch, please ensure that
you are familiar with all the warnings and cautions described in this
manual (see “Product Safety Information” on page 5). Once you
are aware of all the safety issues, then you can start to plan the
installation according to “Installation” on page 13. After you have
completed the installation, you can start learning how to operate the
system to meet the needs of your application.

Symbols Used in This Manual


This section explains the warning, caution and information symbols
used in this manual.

WARNING
Warnings draw special attention to anything that could injure or kill
you (the operator) or somebody else, and explain how to avoid these
situations. They are placed before the step in the procedure to which
they apply. Warnings display the “attention” icon, followed by the
word “WARNING” (in bold uppercase) highlighted in gray as shown
in this example.
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UATS & UGTS Installation Manual

Caution
Cautions draw special attention to anything that could damage
equipment or cause the loss of data, and provide information on
how to avoid these situations. They are placed before the step in the
procedure to which they apply. Cautions display the “attention” icon,
followed by the word “Caution” in bold title case as shown in this
example.

Note
Notes contain information or options you should remember for future
use – something that may seem minor or inconsequential but will be
important in the future. Notes display the “push pin” icon, followed by
the word “Note” in title case as shown in this example.

Symbols Used on The Product


The following symbol appears on various internal components of the
Transfer Switch:

Risk of electric shock.

Related Documents
■■ FXM UPS Operator’s Manual (Doc# 017-201-B0)
■■ “Local electrical code (e.g. National Electrical Code, or NFPA
70 in the United States, Canadian Electrical Code or CSA C22.1
in Canada)

8 Doc# 020-165-B0 Rev 0309


3. Overview

Introduction
The Universal Automatic Transfer Switch (UATS) and Universal
Generator Transfer Switch (UGTS) are the next generation
of Automatic Transfer Switch (ATS) and Generator Transfer
Switch (GTS) products. They are optional add-on switching
units specifically designed for the FXM UPS family (FXM
650, 1100 and 2000) and the Novus Micro UPS family (Micro
300 and 1000). These switching units provide power and/or
bypass capacity (automatic or manual) so that the operator
may safely disconnect the UPS from line or generator power
for easy removal and servicing. In bypass mode, the loads are
directly connected to the line or generator power without any
conditioning. Depending on the use of one and/or the other,
the Transfer Switch allows the use of up to 3 different back-up
sources (line, batteries and generator).

F1: Auxiliary Output Auxiliary Output


Protector Fuse 5-15R Receptacle (120Vac)
Spare Auxiliary
Output Fuse

To UPS From UPS


Input Output

Line In Line Out


(To Load)

SW1: UPS/Bypass
Manual Selector Transfer Switch
CB1:UPS
Supply Circuit Status Dry Contact
Breaker Terminal Blocks

Figure 3.1 – UATS front panel description


Figure 1 Auto-bypass Transfer Switch (UATS)
Doc# 020-165-B0 Rev 0309 9
070-119-00 Rev E4
UATS & UGTS Installation Manual 070-119-00 Rev E4

From
Generator Line Out

Line In

SW1: Gen/Line
Manual Selector Transfer Switch
Status Dry Contact
Terminal Blocks

Figure 3.2 – UGTS front panel description

Figure 5.7 shows various configurations of mounting the UATS and


Figure 2 Generator Transfer Switch (UGTS)
UGTS onto the optional 19” Rack Mounting Accessory Shelf. Note
that the UATS and/or UGTS can only be mounted in position 2 and/
or position 3 as shown.

10 Doc# 020-165-B0 Rev 0309


4. Unpacking the Transfer Switch

Opening the Package


The Transfer Switch is intended to be factory-installed into the
enclosure with the 19” Rack Mounting Accessory Shelf. However, it
can also be shipped separately with or without being assembled into
the shelf.

Checking the Package Contents


Before you begin installation, inspect the package contents for any
physical damage and make sure the following standard items as well
as purchased options are included. DO NOT install or use a dam-
aged product.
Standard items
Qty Item
1 UATS
  • 120 V (p/n 020-165-21)
  • 120 V with switch status contacts (p/n 020-165-22)
  • 230 V (p/n 020-165-31)
1 UGTS
  • 120 V (p/n 020-166-21)
  • 120 V with switch status contacts (p/n 020-166-22)
  • 230 V (p/n 020-166-31)
1 Installation Manual (this manual comes with all of the above products)

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UATS & UGTS Installation Manual

Options
Available optional items
Accessories that can be used with Transfer Switch only:
Wall Mounting Kit (p/n 740-756-21, see Figure 5.1)
Single Side Rack Mounting Plate (p/n 593-510-R4, see Figure 5.5)
Accessories that can be assembled onto the 19" rack mount rail and interconnect
with the Transfer Switch:
19" Rack Mounting Accessory Shelf (p/n 593-509-R4) with the following
options: (see Figure 5.7 on page 17 for more information)
• Receptacle plate for multiple battery heating mats:
−− 2X 5-15R duplex (for 120 V)
−− 2X 6-15R duplex (for 240 V)
−− 4X IEC 320 (for 230 V)
• TVSS (p/n 740-755-21 (120V), 740-755-22 (230V)); this Transient
Voltage Surge Suppresor is intended to be installed before the
AC Line input of the Transfer Switch. See Figure 5.7 for mounting
configurations.
• Manual Transfer Switch (MTS) connection plate for use when
manual generator transfer switch is remotely mounted. (p/n 740-
773-21)
• Adaptor plate for 23" rack (p/n 593-411-R4)

12 Doc# 020-165-B0 Rev 0309


5. Installation

WARNING
Grounding: The Transfer Switch MUST be correctly grounded for
proper operation.

WARNING
Disconnects: The utility line connecting to the UATS, UGTS and
FXM UPS Module must be protected by a circuit breaker certified for
this use in accordance with the local electrical code. The size of the
circuit protection is based on the maximum input AC current. Refer
to the product nameplate or Specification section of this manual for
input current information.

Tools and Equipment Required for Installation


■■ Slot head screwdriver to fit the terminal blocks
■■ Minimum #10 AWG copper wire for input/output terminal blocks

Mounting the Transfer Switch


The Transfer Switch can be mounted (1) as a stand alone unit, (2) to
a chassis with optional Wall Mounting Kit (e.g. on the external bottom
enclosure of the Novus Micro UPS) or (3) to an equipment rack with
Rack Mount Accessory Shelf (e.g. inside the end system enclosure
of the FXM UPS). The following diagrams illustrate some of the
possible configurations.

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UATS & UGTS Installation Manual

Top Mounted

Rear
Mounted

070-119-00 Rev E4
070-119-00 Rev E4
Figure 5.1 – UATS with optional Wall Mounting Kit (top or rear mounted)
Figure 3 UATS with Chassis Mounting Plate

Figure 4 UATS in 19” Rack Mount Rail


Figure 5.2 – UATS in 19” Rack Mount Accessory Shelf
Figure 4 UATS in 19” Rack Mount Rail

Figure 5.3 – UGTS in 19” Rack Mount Accessory Shelf


Figure 5 UGTS in 19” Rack Mount Rail
14 Doc# 020-165-B0 Rev 0309
Figure 5 UGTS in 19” Rack Mount Rail
Installation
070-119-00 Rev E4

070-119-00 Rev E4

Figure 6 UGTS and UATS in 19" Rack Mount Rail


Figure 6 UGTS and UATS in 19" Rack5.4–
Figure Mount Rail and UATS in 19” Rack Mount Accessory Shelf
UGTS

Figure 5.5– UATS with Single Side Rack Mount Bracket


Figure 7 Single Side Rack Mount with UATS

Page 7 of 12
Figure 7 Single Side Rack Mount with UATS

Page 7 of 12

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UATS & UGTS Installation Manual

Wiring the Transfer Switch

WARNING
Use copper conductors only.
The Transfer Switch should be wired to the UPS as shown in Figure
5.6 below. Refer to Figure 5.9 for terminal block torque values and
wire strip lengths.
1 2 3 4 5 6

WIRING DIAGRAM

A
FXM FAMILY A

UPS L

N GEN
INPUT OUTPUT L

L N G L N G G GTS LINE OUT N


L
UGTS
G
L N G L N G LINE IN
N
TO UPS FROM UPS SCREW LUG
LOAD G
B
L L B

SCREW LUG

N
LINE IN ATS
UATS
LINE OUT N

G
G
FXM FAMILY
SCREW LUG
SCREW LUG
UPS
INPUT OUTPUT

UATS
Fig 1. and
ATS UPS
& UPS L N G L N G
TO UPS FROM UPS LOAD
C L L C

LOAD/UPS INPUT
L
FXM FAMILY
N LINE IN ATS LINE OUT
N
N GEN
L G
UATS G
G TO UPS
GTS N SCREW LUG SCREW LUG

L
UGTS
G
LINE IN
N

G
SCREW LUG
UATS and UGTS
D
Fig 3. ATS & GTS D
SCREW LUG
Fig 2.
UGTS andGTS
UPS

1 2 3 4 5 6

Figure 5.6 – Wiring the UATS and UGTS to the UPS

16 Doc# 020-165-B0 Rev 0309


Installation

19" RACK MOUNTING ACCESSORY SHELF


593-509-R4

Position 1 Position 2 Position 3

OR OR

OR

COVER PLATE COVER PLATE


593-386-R4 593-367-R4
OR UGTS
OR
120V 30A - - 020-166-21
230V 16A - - 020-166-31 OR

MANUAL TRANSFER 120V SINGLE DUPLEX PLATE


CONNECTION PLATE 740-748-23
740-773-21
OR OR
UGTS
WITH AUX CONTACTS
120V 30A - - 020-166-22
230V 16A - - 020-166-32

SURGE ARRESTOR 230/240V SINGLE DUPLEX PLATE


ASSEMBLY 740-748-24
120V: 740-755-21 OR
230V: 740-755-22
UATS
120V 30A - - 020-165-21
230V 16A - - 020-165-31
OR
230V IEC
RECEPTACLE PLATE
741-003-21

UATS
WITH AUX CONTACTS
120V 30A - - 020-165-22
230V 16A - - 020-165-32

Figure 5.7 – Rack mounting Accessory Shelf - possible combinations


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UATS & UGTS Installation Manual

Alpha P/N Description Position 1 Position 2 Position 3


020-168-21 Acsy Shlf w/ATS,GTS & 740-755-21 020-166-21 020-165-21
Surge,120V TVSS Assembly UGTS 120V UATS 120V
020-168-22 Acsy Shlf  w/ATS,GTS & 740-755-22 020-166-31 020-165-31
Surge,230V TVSS Assembly UGTS 230V UATS 230V
020-168-23 Acsy Shlf w/ATS & GTS,120V 593-386-R4 020-166-21 020-165-21
Blank Cover Pl UGTS 120V UATS 120V
020-168-24 Acsy Shlf w/ATS & GTS,230V 593-386-R4 020-166-31 020-165-31
Blank Cover Pl UGTS 230V UATS 230V
020-168-25 Acsy Shlf  w/ATS,Surge & 740-755-21 020-165-21 740-748-23
RPA,120V TVSS Assembly UATS 120V 120V Rcpta Pl
020-168-26 Acsy Shlf  w/ATS,Surge & 740-755-22 020-165-31 740-748-24
RPA,230V TVSS Assembly UATS 230V 230/240V Rcpta Pl
020-168-27 Acsy Shlf w/ATS & RPA,120V 593-386-R4 020-165-21 740-748-23
Blank Cover Pl UATS 120V 120V Rcpta Pl
020-168-28 Acsy Shlf w/ATS & RPA,230V 593-386-R4 020-165-31 740-748-24
Blank Cover Pl UATS 230V 230/240V Rcpta Pl
020-168-29 Acsy Shlf w/ATS,Surge & Filler 740-755-21 020-165-21 593-367-R4
Pl,120V TVSS Assembly UATS 120V Blank Cover Pl
020-168-30 Acsy Shlf w/ATS,Surge & Filler 740-755-22 020-165-31 593-367-R4
Pl,230V TVSS Assembly UATS 230V Blank Cover Pl
020-168-31 Acsy Shlf w/ATS & Filler Pl,120V 593-386-R4 020-165-21 593-367-R4
Blank Cover Pl UATS 120V Blank Cover Pl
020-168-32 Acsy Shlf w/ATS & Filler Pl,230V 593-386-R4 020-165-31 593-367-R4
Blank Cover Pl UATS 230V Blank Cover Pl
020-168-33 Acsy Shlf w/GTS,Surge & Filler 740-755-21 020-166-21 593-367-R4
Pl,120V TVSS Assembly UGTS 120V Blank Cover Pl
020-168-34 Acsy Shlf  with GTS,Surge & Filler 740-755-22 020-166-31 593-367-R4
Pl,230V TVSS Assembly UGTS 230V Blank Cover Pl
020-168-35 Acsy Shlf w/GTS & Filler Pl,120V 593-386-R4 020-166-21 593-367-R4
Blank Cover Pl UGTS 120V Blank Cover Pl
020-168-36 Acsy Shlf w/GTS & Filler Pl,230V 593-386-R4 020-166-31 593-367-R4
Blank Cover Pl UGTS 230V Blank Cover Pl
020-168-38 Acsy Shlf w/ATS,w/23in Brkts 593-386-R4 020-165-21 593-367-R4
Blank Cover Pl UATS 120V Blank Cover Pl
020-168-40 Acsy Shlf, w/ATS w/Rtry BPS 593-386-R4 020-165-21 593-367-R4
Blank Cover Pl UATS 120V Blank Cover Pl
020-168-41 Acsy Shlf w/ATS w/MTS Conn 740-773-21 020-165-21 740-748-21
Pl&RPA,120V MTS Connect Pl UATS 120V 120V Rcpta Pl
020-168-42 Acsy Shlf w/ATSw/MTS 740-773-21 020-165-21 593-367-R4
ConnPl&FllrPl,120V MTS Connect Pl UATS 120V Blank Cover Pl
020-168-45 Acsy Shlf w/UATS & IEC Rcpt Pl 593-386-R4 020-165-31 741-003-21
Blank Cover Pl UATS 230V IEC Rcpt Pl

Figure 5.8 – Standard Combination Part Numbers for 19” Rack Mounting Accessory Shelf

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Installation

Note
Other configurations may be possible, consult your Alpha
representative.

Wiring the Rack Mount Accessory Shelf

WARNING
All electrical wiring must be performed by a qualified electrician or
trained personnel.
The Rack Mount Accessory Shelf is shipped with the accessories
pre-wired in Position 1, Position 2 and Position 3 where applicable.
See Figure 5.7 and 5.8 for standard configurations. If the Rack Mount
Accessory Shelf is pre-installed in an end system enclosure, any
wiring to the enclosure accessories, if possible, will also be pre-
wired. Figures 5.10 to 5.12 illustrates the field wiring connections for
the Surge Arrestor Plate, Manual Transfer Connection Plate and the
Receptacle Plates.

Wire Connection Locations


Accessory Shelf Plates
Copper
Terminal Torque to Wire Strip
Manual Transfer Conductor Size
UATS UGTS Output & Type maximum Length
Connection & Range
Receptacle
Surge Arrestor
Plates
Plates
To UPS Input
From 11.5 mm 7 lb-in 0.28 in #22 - #10 AWG
From UPS Lamp
Generator Spacing (0.8 N-m) (7 mm) (0.33 - 5.26 mm²)
Output
Line In Line In 14.5 mm 16 lb-in 0.35 in #14 - #6 AWG
Line In Line Out
Line Out Line Out Spacing (2 N-m) (9 mm) (2.0 - 13 mm²)

Grounding 25 lb-in 0.35 in #14 - #6 AWG


Line In/Out Line In/Out
Screw Lug (2.8 N-m) (9 mm) (2 - 13 mm²)
Transfer Transfer
5 mm 5 lb-in 0.28 in #26 - #12 AWG
Switch Status Switch Status
Spacing (0.6 N-m) (7 mm) (0.13 - 3.3 mm²)
Dry Contact Dry Contact

Figure 5.9 – Terminal Block Torque Values and Wire Strip Lengths

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
 
 





 
 

   

   

Figure 5.10 – Wiring the Surge Arrestor Plate






 
 
 




 

 

  





Figure 5.11 – Wiring the Manual Transfer Plate

20 Doc# 020-165-B0 Rev 0309



Installation




 









 




 








Figure 5.12 – Wiring the Receptacle Plates

Doc# 020-165-B0 Rev 0309 21


UATS & UGTS Installation Manual

6. Operation
Transfer Switch operation and schematics
This section describes the operation of the UATS only. Specific
information related to the UGTS is also covered. Figure 6.1 shows the
power paths during the normal UPS mode of operation. In this mode,
power flows from the utility Line In through CB1 (closed) to the UPS
In, through the UPS module and back via "From UPS Out". With SW1
closed (UPS), the relay coil is energized and power from the UPS is
routed to "Line Out".ATS
The020-165-21,-22
output power is monitored and conditioned
(120V)
by the UPS. 020-165-31,-32 (230V)

F1
J1
J2
OR

120V OPTION 230V OPTION

SW1
1 2 1 2
COIL

FROM UPS OUT


L L
TO UPS IN

N NO
N
5
3
G G
7

G 6
4
G

LINE OUT
8
N
LINE IN

NC N
L
L
CB1

NO
C
AUXILIARY
CONTACTS
NC OPTION

NO C NC

Figure 6.1– UATS Operating in UPS mode


(SW1=Closed, CB1=Closed)

22 Doc# 020-165-B0 Rev 0309


Operation

Figure 6.2 shows the power paths in the Bypass mode of the UATS.

WARNING
The UPS is still energized and AC power is present at its output.
In this mode, power flows from the utility (Line In) through CB1
(closed) to the UPS In, through the UPS module and back via "From
UPS Out". However with SW1 opened (Bypass), the relay coil is
not energized and utility power is routed to "Line Out". The UPS is
therefore bypassed and the output power follows the utility input from
Line In, which is neither monitored nor conditioned. Any fluctuations
ATS 020-165-21,-22 (120V)
in the Line In power will be directly
020-165-31,-32 transmitted to the Line Out output.
(230V)

F1
J1
J2
OR

120V OPTION 230V OPTION

SW1
1 2 1 2
COIL

FROM UPS OUT


L L
TO UPS IN

N NO
N
5
3
G G
7

G 6
4
G

LINE OUT
8
N
LINE IN

NC N
L
L
CB1

NO
C
AUXILIARY
CONTACTS
NC OPTION

NO C NC

Figure 6.2– UATS Operating in Bypass mode


(SW1=Opened, CB1=Closed)

Doc# 020-165-B0 Rev 0309 23


UATS & UGTS Installation Manual

Figure 6.3 shows the power paths in the Bypass - Service mode of
the UATS. In this mode, power flows directly from the utility (Line In)
to the Line Out. With CB1 opened (Service), no power appears at the
AC input of the UPS, which makes it safe for the service personel to
disconnect the AC input wiring and remove the UPS for servicing.

WARNING
The UPS must be powered off and disconnected from the batteries
before removing it from service. Refer to the UPS Operator's Manual.
In the Bypass mode, the output power is neither monitored nor
conditioned. Any fluctuations in the Line In power will be directly
ATS 020-165-21,-22 (120V)
transmitted to the Line Out output.
020-165-31,-32 (230V)

F1
J1
J2
OR

120V OPTION 230V OPTION

SW1
1 2 1 2
COIL

FROM UPS OUT


L L
TO UPS IN

N NO
N
5
3
G G
7

G 6
4
G

LINE OUT
8
N
LINE IN

NC N
L
L
CB1

NO
C
AUXILIARY
CONTACTS
NC OPTION

NO C NC

Figure 6.3 – UATS Operating in Bypass - Service mode


(SW1=Opened, CB1=Opened)

24 Doc# 020-165-B0 Rev 0309


Operation

Figure 6.4 shows the power paths in the Inverter mode of the UATS.
In this mode, there is no AC power supply to the UPS AC input
(CB1=Opened). The output power is derived solely from the UPS
operating in inverter (backup) mode. Alpha does not recommend this
mode for providing backup power to critical loads because the UPS
will shut down as soon as backup battery string voltage falls out of
ATS 020-165-21,-22 (120V)
specification. 020-165-31,-32 (230V)

F1
J1
J2
OR

120V OPTION 230V OPTION

SW1
1 2 1 2
COIL

FROM UPS OUT


L L
TO UPS IN

N NO
N
5
3
G G
7

G 6
4
G

LINE OUT
8
N
LINE IN

NC N
L
L
CB1

NO
C
AUXILIARY
CONTACTS
NC OPTION

NO C NC

Figure 6.4 – UATS Operating in Inverter mode


(SW1=Closed, CB1=Opened)

Doc# 020-165-B0 Rev 0309 25


UATS & UGTS Installation Manual

Table 6.1 below summarizes the operating modes of the UATS.

SW1 CB1 Operating Mode


Closed Closed UPS
Opened Closed Bypass
Opened Opened Bypass - Service
Closed Opened Inverter*
*UPS inverter is supplying power (not recommended)

Table 6.1 – UATS operating modes


UGTS 020-166-21,-22 (120V)
The operating modes 020-166-31,-32
of the UGTS (230V) are depicted in Figure 6.5 and
Table 6.2 below.

SW1
1 2 1 2
COIL

3
FROM GENERATOR

L
N NO
5
3
G
7

6
G 4
G

LINE OUT
8
LINE IN

N NC
N
L L
NO
C
AUXILIARY
CONTACTS
NC OPTION

NO C NC

Figure 6.5– UGTS Schematic

SW1 Operating Mode


Closed (Gen) Automatic Generator Transfer is enabled
Open (Line) Generator Transfer is disabled

Table 6.2 – UGTS operating modes

26 Doc# 020-165-B0 Rev 0309


Operation

UATS

UGTS

SW1
1 2 1 2
COIL

3
FROM GENERATOR

L
N NO
5
3
G
7
LINE OUT
6 G
G 4 OR
8
N
LINE IN

N NC OR
LINE IN
OR
L L
NO
C
AUXILIARY
CONTACTS
NC OPTION

NO C NC UPS IN
G N L
G N L

UPS OUT
TO LOAD

Figure 6.6 – UGTS wiring diagram with OR without UATS

WARNING
When servicing the UPS:
■■ If UATS is used: Switch SW1 to Bypass, turn off CB1, and
battery CB of the UPS.
■■ If only UGTS is used (UPS connected to Line Out): The main
source branch CB protection coming either from both Generator
and Line must be turned off. Likewise, battery CB of the UPS
must be turned off.

Caution
The NEMA 5-15R simplex AC output receptacle is rated for 120 VAC,
15 A. For the 230 VAC model, the Mini-Mate-N-Connector AC output
is protected by a 5 A fuse.

Doc# 020-165-B0 Rev 0309 27


UATS & UGTS Installation Manual

7. Maintenance

Preventative Maintenance
Preventative maintenance should be performed on the
Transfer Switch module together with the UPS module or system
every 6 to 12 months. For mission critical applications, more frequent
maintenance should be planned. Proper implementation of the
following procedure will insure that your system continues to provide
reliable backup power in the event of a utility power failure.
Alpha can offer this service if you prefer. Contact your Alpha
representative for details and pricing or see Service and Technical
Support below.

Tools and Materials Required


• Slot head screw driver to fit the terminal blocks
• AC voltmeter

WARNING
Always assume electrical connections or conductors are live. Turn
off all circuit breakers and double-check with a voltmeter before
performing installation or maintenance. Make sure that you have read
and understood the “Product Safety Information” chapter on page 5
before performing the following procedure.

Procedure
1. Inspect the Transfer Switch and wiring for any physical damage.
Repair or replace as required.
2. Verify that all connections are securely fastened. Tighten if
necessary.
3. Verify 120 Vac output from the 5-15R receptacle.

Service and Technical Support


Alpha Technologies is committed to the support of Alpha products
throughout their life. Alpha provides a full range of service products
including extended warranties, on-site service plans and battery
renewal programs. Parts, supplies and replacement or upgraded
battery packs are also available. To discuss any of your after-sales
needs, in US/Canada, please call toll-free 1-800-667-8743 and ask
for Service.
28 Doc# 020-165-B0 Rev 0309
8. Troubleshooting

The following table contains a list of possible problems you may encounter.
Symptom Description of Problem What To Do
No output from 5-15R receptacle Fuse is opened. Replace the fuse with the
(120 V model) provided 15 A fuse (type: ferrule
fuse 1/4” x 1-1/4”, 15 A, 250 V,
slow blow, p/n 460-043-10)
No output from Mini-Mate Fuse is opened. Replace the fuse with the
-N-Lock Connector (230 V model) provided 5 A fuse (type: ferrule
fuse 1/4” x 1-1/4”, 5 A, 250 V,
slow blow, p/n 460-025-10)

Doc# 020-165-B0 Rev 0309 29


UATS & UGTS Installation Manual

Appendix A: Specifications
Due to ongoing product improvements, specifications are subject to change without notice.

UATS/UGTS – Mechanical Specifications


Dimensions, in (mm) 3.25 x 5.3 x 6.0
H x W x D (82 x 135 x 152)
Weight, lb (kg) 3.5 (1.6)
Material Powder coated electro galvanized steel
Color Satin black
Mounting options Stand alone, chassis mount (with mounting plate), single-
side rack mount or equipment rack mount (with 19” rack
mount accessory shelf)
I/O Connections
UATS
Terminal blocks #14 to #6 AWG (2.08 to 13.3 mm²)
Line In
Terminal blocks #14 to #6 AWG (2.08 to 13.3 mm²)
Line Out
Terminal blocks #22 to #10 AWG (0.33 to 5.26 mm²)
From UPS Output
Terminal blocks #22 to #10 AWG (0.33 to 5.26 mm²)
To UPS Input
NEMA 5-15R receptacle (120V version)
Auxiliary AC Output
Mini-Mate-N-Lock Connector (230V version)
Transfer Switch Status Dry Contact 3-position plug-in terminal blocks accept #24 to #12 AWG
(0.20 to 3.3 mm²)
UGTS
Line In Terminal blocks #14 to #6 AWG (2.08 to 13.3 mm²)
Line Out Terminal blocks #14 to #6 AWG (2.08 to 13.3 mm²)
Generator In Terminal blocks #22 to #10 AWG (0.33 to 5.26 mm²)
Transfer Switch Status Dry Contact 3-position plug-in terminal blocks accept #24 to #12 AWG
(0.20 to 3.3 mm²)
Humidity
Operating (non-condensing) Up to 95% (RH)
Storage Up to 95% (RH)
Temperature Range, °C
Operating –40 to 55 (Full load)
56 to 74 (Derated load1)
Storage (non-operating) –40 to 75
Notes:
1. Capable of operating at 73% of rated full load for up to 2 hours at 74°C. Above 55°C ambient, derate output
power by 1.4% per °C rise, up to 74°C max.; For application using FXM2000-120V UPS module only: above
50°C ambient, derate output power by 1.1% per °C rise, up to 74°C max.

30 Doc# 020-165-B0 Rev 0309


Specifications

UATS/UGTS – Electrical Specifications


Input
Voltage (nominal), VAC 120 or 230
Frequency, Hz, ±5% 50/60
Current, Amps (max) 30/16 @120/230VAC
Power, VA 3600
Output
Voltage (nominal), VAC per UPS, Line or Generator
Frequency, Hz, ±5% 50/60
Power, W/VA 3600
Minimum Voltage for Auto Transfer 85% of nominal Voltage
Transfer and re-transfer time switching
between Bypass and UPS (UATS) or Line and 40 ms
Generator (UGTS)
Transfer switch status dry contact rating 3 A, 48 VDC
For UATS Only:
Supplementary protector for UPS (CB1) 30 A (120 Vac)
20 A (230 Vac)
Branch protector for auxiliary output (F1 fuse, 15 A (120 Vac)
ferrule type 1/4” x 1-1/4”, 250 V slow blow) 5 A (230 Vac)

Regulatory
Electrical Safety CSA C22.2 No.107.3–05, UL 1778
CE (for 230V version)

Doc# 020-165-B0 Rev 0309 31


UATS & UGTS Installation Manual

Index
B P
battery heating mats. . . . . . . . . . . . . . . . . . . . . . . . 12 package content . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
receptacles for . . . . . . . . . . . . . . . . . . . . . . . . . 12
R
C Rack Mounting Accessory Shelf. . . . . . . . . . . . . . . 17
certification & compliance. . . . . . . . . . . . . . . . . . . . . 6 standard configuration . . . . . . . . . . . . . . . . . . . 18

D S
disconnects. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 safety information . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
specifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
E symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
emergency shutdown. See inside back cover T
F TVSS . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
fuse . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 U
G UATS
front panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
grounding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
UGTS
I front panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

installation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 W
rack mount, 19”. . . . . . . . . . . . . . . . . . . . . . . . . 14
wall mounting kit. . . . . . . . . . . . . . . . . . . . . . . . . . . 12
single side rack mount . . . . . . . . . . . . . . . . . . . 15
warranty. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
stand alone. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
wiring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

M
mounting
rack mounting accessory shelf. . . . . . . . . . . . . 10

O
operating mode
bypass. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
bypass (service) . . . . . . . . . . . . . . . . . . . . . . . . 24
inverter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
UPS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
operating temperature. . . . . . . . . . . . . . . . . . . . . . . . 5
optional accessories. . . . . . . . . . . . . . . . . . . . . . . . 12
rack mounting accessory shelf. . . . . . . . . . . . . 12
receptacle plate . . . . . . . . . . . . . . . . . . . . . . . . 12
single side rack mounting plate . . . . . . . . . . . . 12
transient voltage surge suppressor. . . . . . . . . . 12
wall mounting kit. . . . . . . . . . . . . . . . . . . . . . . . 12

32 Doc# 020-165-B0 Rev 0309


This page is intentionally left blank.
UATS & UGTS Installation Manual

WARRANTY
Alpha Technologies Limited (ATL) warrants its products to be free from defects in material and
workmanship for a period of two years from the date of purchase. ATL obligation under this
warranty is limited to the repair or replacement, at its sole discretion, at the ATL factory or ATL
Authorized Service Center, of any defective product. This warranty does not cover any failure of the
unit caused in whole or in part by any cause or causes external to the unit. Repair or replacement
does not extend the original warranty period. Parts furnished under this warranty may be new or
factory-remanufactured.
Registration
This warranty is only available to the original end user of the product. Registering the product will
automatically increase the length of the original warranty by 3 months at no additional cost. Please
register your product online at www.alpha.com/productregistration.
Extended Warranty
Registered purchasers may extend the warranty period for up to 3 additional years at any time
during the original warranty period at the then prevailing rate of ATL for such warranty extension.
Registered purchasers may be eligible to purchase other units, accessories, parts or services at
discounted rates, including battery upgrade or replacement, during the coverage period. Please
contact us at 1-800-667-8743 to discuss your service needs.
Limitation of Liability
This warranty is the purchaser’s sole remedy and is expressly in lieu of any other warranty, expressed
or implied, including any implied warranty of merchantability or fitness for purpose.
In no event shall ATL be liable for any indirect, incidental, special or consequential damages. In no
case will the liability of ATL under this warranty exceed the value of the unit provided.

01/08

34 Doc# 020-165-B0 Rev 0309


Emergency Shutdown Procedure
In an emergency, Line power may be disconnected at the service entrance or main
electrical panel to protect emergency personnel, but there can still be AC power
present at the UPS output. You must always turn OFF the battery circuit breaker.

1. Turn OFF the Battery Circuit Breaker of the UPS.


2. Turn OFF the Generator (if connected).
3. Turn OFF the Input Circuit Breaker of the UPS.
4. Disconnect the AC Input power to the UPS.
5. Disconnect the battery string from the UPS.

For emergency technical support 7 days a week/24 hours a day, call:

Canada/USA: Toll Free 1-800-667-8743


Direct: 604-430-1476

Complete the following for your records:

Serial #

Options

Purchase Date

This unit was purchased from:

Dealer

City

State/Province

Zip/Postal Code

Country

Telephone #

Fax #

E Mail Address
Power
Alpha Technologies

Alpha Technologies Ltd.


4084 McConnell Court
Burnaby, BC, V5A 3N7
CANADA
Tel: +1 604 430 1476
Fax: +1 604 430 8908

Alpha Technologies
3767 Alpha Way
Bellingham, WA 98226
USA
Tel: +1 360 647 2360
Fax: +1 360 671 4936
Web: www.alpha.com

Alpha Technologies
Europe Ltd.
Twyford House
Thorley
Bishop's Stortford
Hertfordshire
CM22 7PA
UNITED KINGDOM
Tel: +44 0 1279 501110
Fax: +44 0 1279 659870

Alpha Technologies GmbH


Hansastrasse 8
D 91126 Schwabach
GERMANY
Tel: +49 9122 79889 0
Fax: +49 9122 79889 21

Alphatec, Ltd
P.O. Box 56468
Limassol, Cyprus
CYPRUS
Tel: +357 25 375675
Fax: +357 25 359595

AlphaTEK ooo
Khokhlovskiy Pereulok 16
Stroenie 1, office 403
109028 Moscow
RUSSIA
Tel: +7 495 916 1854
Fax: +7 495 916 1349

Alphatec Baltics
S. Konarskio G. 49
Vilnius 2009
LITHUANIA
Tel: +350 5 210 5291
Fax: +350 5 210 5292

Alpha Technologies
5 Avenue Victor Hugo
F 92140 Calmart France
FRANCE
Tel: +33 3 41 90 07 07
Fax: +33 1 41 90 93 12

Due to continuing product improvements, Alpha reserves the right to change specifications without notice.
Copyright © 2009 Alpha Technologies, Inc. All rights reserved. Alpha is a registered trademark of Alpha Technologies. 020-165-B0 Rev 0309.

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