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configuration.md

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How to configure

  • First configure all settings that are shown to you (see below); don't configure your MAINSMET
  • Now you are ready to test/operate your SmartEVSE in its simplest mode, called Normal Mode.
  • If your EV charges at MAX current, everything works as expected, and you don't have a MAINSMET, you are done!
  • If you have a MAINSMET, configure it now; browse through the settings again, since now other options have opened up
  • If you are feeding your SmartEVSE with MAINS or EV data through the REST API or the MQTT API, make sure you have set up these feeds; as soon as you select "API" for the Meters, the data is expected within 11 seconds! You can use the test scripts in the test directory to feed your MQTT server with test data.
  • If you configured MULTIple SmartEVSE's, follow the instructions below
  • Put your SmartEVSE in Solar Mode, and some specific settings for Solar Mode will open up
  • Now your SmartEVSE is ready for use!

All menu options on the LCD screen:

MODE

By default, you are in normal EVSE mode. You can also choose smart mode or solar mode, but these modes require configuring a MAINS MET to function.

  • Normal: The EV will charge with the current set at MAX.
  • Smart: The EV will charge with a dynamic charge current, depending on MAINSMET data, MAINS, MAX and MIN settings.
  • Solar: The EV will charge using solar power.

CONFIG

Configure SmartEVSE with Type 2 Socket or fixed cable.

  • Socket: The SmartEVSE is connected to a socket, so it will need to sense the cable used for its maximum capacity.
  • Fixed: The SmartEVSE is connected to a fixed cable, and MAX will determine your maximum charge current.

LOCK

Only appears when CONFIG is set to Socket.

  • Disabled: No lock is used.
  • Solenoid: Dostar, DUOSIDA DSIEC-ELB / ELM, or Ratio lock.
  • Motor: Signal wire reversed, DUOSIDA DSIEC-EL or Phoenix Contact.

PWR SHARE

Power Share (formerly LOAD BAL). 2 Upto 8 SmartEVSE’s can be connected via Modbus, and the available power will be shared.

  • Disabled: Power sharing is not used (single SmartEVSE).
  • Master: Set the first SmartEVSE to Master. Only one Master should be set.
  • Node1-7: Set the other SmartEVSE’s to Node 1-7.

MAINS MET

Only appears if MODE is Smart or Solar. Set the type of MAINS kWh Meter.

  • Disabled: No MAINS meter connected (only Normal mode possible).
  • Sensorbox: The Sensorbox sends measurement data to the SmartEVSE.
  • API: MAINS meter data is fed through the REST API or MQTT API.
  • Phoenix C / Finder / ... / Custom: A Modbus kWh meter is used.

Note:

  • Eastron1P is for single-phase Eastron meters.
  • Eastron3P is for Eastron three-phase meters.
  • InvEastron is for Eastron three-phase meters fed from below (inverted).

If MAINS MET is not Disabled and not API, these settings appear:

  • MAINSADR: Set the Modbus address for the kWh meter.
  • GRID: 3 or 4 wire (only appears when Sensorbox with CT’s is used).
    • 4Wire: Star connection with 3 phase wires and neutral.
    • 3Wire: Delta connection with 3 phase wires without neutral.

EV METER

Set Type of EV kWh Meter (measures power and charged energy)

  • Disabled: No EV meter connected.
  • API: EV meter data is fed through the REST API or MQTT API.
  • Phoenix C / Finder / ... / Custom: A Modbus kWh meter is used.

Note:

  • Eastron1P is for single-phase Eastron meters.
  • Eastron3P is for Eastron three-phase meters.
  • InvEastron is for Eastron’s three-phase meter fed from below (inverted).

If EV METER is not Disabled and not API, this setting appears:

  • EV ADR: Set the Modbus address for the EV Meter.

MAINS

Only appears when a MAINS MET is configured. Set max mains current (10-200A) per phase.

MIN

Only appears when a MAINS MET is configured. Set the min charge current for the EV (6-16A) per phase.

MAX

Set the MAX charge current for the EV: (10-80A) per phase. If CONFIG is set to Fixed, configure MAX to be lower than or equal to the maximum current that your fixed cable can carry.

CIRCUIT

Only appears when an EV METER is configured, in Smart or Solar mode. Set the max current the EVSE circuit can handle (power sharing): 10-200A.

START

Only shown when MODE is set to Solar and PWR SHARE is set to Disabled or Master. Set the current at which the EV should start solar charging: -0 to -48A (sum of all phases).

STOP

Only shown when MODE is set to Solar and PWR SHARE is set to Disabled or Master. Stop charging when there is not enough solar power available. 1-60 minutes or

  • Disabled: Never stop charging.

IMPORT

Only shown when MODE is set to Solar and PWR SHARE is set to Disabled or Master. Allow additional grid power when solar charging: 0-20A (sum of all phases). Use this when there is not enough solar power but you want to use as much solar power as possible.

Important Note: START and IMPORT are summed over all phases, and MIN is per phase!

SWITCH

Set the Function of an External Switch (Pin SW or Connector P2).

  • Disabled: A push button can be used to stop charging.
  • Access B: A momentary push button is used to enable/disable access to the charging station.
  • Access S: A toggle switch is used to enable/disable access to the charging station.
  • Sma-Sol B: A momentary push button is used to switch between Smart and Solar modes.
  • Sma-Sol S: A toggle switch is used to switch between Smart and Solar modes.
  • Grid Relay: A relay from your energy provider is connected; when the relay is open, power usage is limited to 4.2kW (Energy Industry Act, par 14a).
  • Custom B: A momentary push button can be used for external integrations.
  • Custom S: A toggle switch can be used for external integrations.

RCMON

Residual Current Monitor (RCM14-03) plugged into connector P1.

  • Disabled: The RCD option is not used.
  • Enabled: When a fault current is detected, the contactor will be opened.

RFID

Use an RFID Card Reader to Enable/Disable Access to the EVSE. A maximum of 100 RFID cards can be stored. Only a push button can be used simultaneously with the RFID reader.

  • Disabled: RFID reader turned off.
  • EnableAll: Accept all learned cards for enabling/disabling the SmartEVSE.
  • EnableOne: Only allow a single (learned) card for enabling/disabling the SmartEVSE.
    • In this mode, the lock (if used) will lock the cable in the charging socket, and the same card is used to unlock it.
  • Learn: Learn a new card and store it in the SmartEVSE. Present a card in front of the reader, and "Card Stored" will be shown.
  • Delete: Erase a previously learned card. Hold the card in front of the reader, and "Card Deleted" will be shown.
  • DeleteAll: Erase all cards from the SmartEVSE.
  • Rmt/OCPP: Authorize remotely over OCPP and bypass the SmartEVSE's local RFID storage.

WIFI

Enable Wifi connection to your network.

  • Disabled: Wifi connection is disabled.
  • SetupWifi

    • v3.6.3 or older:
      The SmartEVSE presents itself as a Wifi Acces Point with SSID "smartevse-xxxx". Connect with your phone to that access point, go to http://192.168.4.1/ and configure your Wifi SSID and key (password).

    • v.3.6.4 and newer:

      • Connect your smartphone to the wifi network you want your SmartEVSE connected to.
      • Download and run the ESPTouch app from your favorite app store Android (please ignore the strange Author name) or Apple or Github (for source code).
      • Choose EspTouch V2.
      • Fill in the key (password) of the wifi network.
      • Fill in 1 in device count for provisioning.
      • On the SmartEVSE LCD screen, select Wifi, select SetupWifi
      • Press the middle button to start the configuration procedure.
      • Once pressed, the bottom line shows you a 16 character key, first 8 zeros. note that from this point on, you have 120s TO FINISH this procedure!
      • Fill in that key in the ESPTouch app, in the AES Key field
      • Leave Custom Data empty
      • Press Confirm, within 30 seconds the app will confirm a MAC address and an IP address.
      • You are connected now. If you want special stuff (static IP address, special DNS address), configure them on your AP/router.

    • v3.6.4 and newer BACKUP PROCEDURE: if you don't get it to work with the ESPTouch app, there is a backup procedure:

      • connect your SmartEVSE with a USB cable to your PC
      • install the USB driver (Windows) or not (Linux) for ESP32 chipset
      • connect your favorite serial terminal to the appropriate port,
      • use the following settings:
        • 115200 bps
        • 8 bits
        • no parity
        • 1 stopbit
      • on the SmartEVSE LCD screen, select "Wifi", select "SetupWifi"
      • press the middle button to start the configuration procedure
      • on your terminal window you should see a request to enter your WiFi access point SSID and password.
      • the controller should now connect to WiFi.
  • Enabled: Connect to your network via Wifi.

AUTOUPDAT

Only appears when WIFI is Enabled. Automatic update of the SmartEVSE firmware.

  • Disabled: No automatic update.
  • Enabled: Checks daily for a new stable firmware version and installs it when no EV is connected.
    Note: This will not work if your version is not in the format vx.y.z (e.g., v3.6.1). Locally compiled versions or RCx versions will not auto-update.

MAX TEMP

Maximum allowed temperature for your SmartEVSE: 40-75°C (default 65°C).
Charging will stop once the internal temperature reaches this threshold and resume once it drops to 55°C.

CAPACITY

Only appears when a MAINSMET is configured. Maximum allowed mains current summed over all phases: 10-600A. Used for the EU Capacity rate limiting.

CAP STOP

Only appears when CAPACITY is configured. Timer in minutes. If CAPACITY is exceeded, charging will not immediately stop but will wait until the timer expires.

  • If set to Disabled, charging stops immediately when CAPACITY is exceeded.

LCD PIN

Pin code so that you can use the buttons on the LCD menu on the web-interface. Left button increases the digit by one, Right button goes to next digit, Middle button ends entry.

CONTACT2

Use a second contactor (C2) to switch phases L2 and L3.

  • Not present: The second contactor is not present, and SmartEVSE assumes 3-phase charging.
  • Always Off: C2 is always off, single-phase charging.
  • Always On: C2 is always on, three-phase charging (default).
  • Solar Off: C2 is always on except in Solar Mode, where it is always off.
  • Auto: SmartEVSE starts charging at 3-phase, but in Solar Mode, it will switch off C2 when there is not enough current for 3 phases, continuing on 1 phase.

Important: Wire your C2 contactor according to the schematics in the Hardware installation.

OCPP

See the OCPP section in the SmartEVSE dashboard for setting up identifiers and configuring the OCPP interface. Connect to the OCPP server using the credentials set up in the SmartEVSE dashboard. To use the RFID reader with OCPP, set the mode Rmt/OCPP in the RFID menu. Note that the other RFID modes overrule the OCPP access control. OCPP SmartCharging requires the SmartEVSE internal load balancing means to be turned off.

REST API

For the specification of the REST API, see REST API

MQTT API

Your SmartEVSE can now export the most important data to your MQTT-server. Just fill in the configuration data on the webserver and the data will automatically be announced to your MQTT server. Note that because the configuration data is transported to the SmartEVSE via the URL, special characters are not allowed.

You can easily show all the MQTT topics published:

mosquitto_sub -v -h ip-of-mosquitto-server -u username -P password  -t '#'

You can feed the SmartEVSE data by publishing to a topic:

mosquitto_pub  -h ip-of-mosquitto-server -u username -P password -t 'SmartEVSE-xxxxx/Set/CurrentOverride' -m 150

...where xxxxx your SmartEVSE's serial number, will set your Override Current to 15.0A.

Valid topics you can publish to are:

/Set/Mode
/Set/CurrentOverride
/Set/CurrentMaxSumMains
/Set/CPPWMOverride
/Set/MainsMeter
/Set/EVMeter
/Set/HomeBatteryCurrent
/Set/RequiredEVCCID
/Set/ColorOff
/Set/ColorNormal
/Set/ColorSmart
/Set/ColorSolar

Your mains kWh meter data can be fed with:

mosquitto_pub  -h ip-of-mosquitto-server -u username -P password -t 'SmartEVSE-xxxxx/Set/MainsMeter' -m L1:L2:L3

...where L1 - L3 are the currents in deci-Ampères. So 100 means 10.0A importing, -5 means 0.5A exporting. ...These should be fed at least ervery 10 seconds.

Your EV kWh meter data can be fed with:

mosquitto_pub  -h ip-of-mosquitto-server -u username -P password -t 'SmartEVSE-xxxxx/Set/EVMeter' -m L1:L2:L3:P:E

...where L1 - L3 are the currents in deci-Ampères. So 100 means 10.0A. ...where P is the Power in W, ...where E is the Energy in Wh.

You can find test scripts in the test directory that feed EV and MainsMeter data to your MQTT server.

Multiple SmartEVSE controllers on one mains supply (Power Share)

Up to eight SmartEVSE modules can share one mains supply.

  • Hardware connections

    • Connect the A, B and GND connections from the Master to the Node(s).
    • So A connects to A, B goes to B etc.
    • If you are using Smart/Solar mode, you should connect the A, B , +12V and GND wires from the sensorbox to the same screw terminals of the SmartEVSE! Make sure that the +12V wire from the sensorbox is connected to only -one– SmartEVSE.

  • Software configuration

    • Set one SmartEVSE PWR SHARE setting to MASTER, and the others to NODE 1-7. Make sure there is only one Master, and the Node numbers are unique.
    • On the Master configure the following:
      • MODE Set this to Smart if a Sensorbox (or configured kWh meter) is used to measure the current draw on the mains supply. It will then dynamically vary the charge current for all connected EV’s. If you are using a dedicated mains supply for the EV’s you can leave this set to Normal.
      • MAINS Set to the maximum current of the MAINS connection (per phase). If the sensorbox or other MainsMeter device measures a higher current than this value on one of the phases, it will immediately reduce the current to the EVSE’s
      • CIRCUIT Set this to the maximum current of the EVSE circuit (per phase). This will be split between the connected and charging EV’s.
      • MAX Set the maximum charging current for the EV connected to -this- SmartEVSE (per phase).
      • MIN Set to the lowest allowable charging current for all connected EV’s.
    • On the Nodes configure the following:
      • MAX Set the maximum charging current for the EV connected to -this- SmartEVSE (per phase).

Home Battery Integration

In a normal EVSE setup, a sensorbox is used to read the P1 information to deduce if there is sufficient solar energy available. This however can give unwanted results when also using a home battery as this will result in one battery charging the other one.

For this purpose the settings endpoint allows you to pass through the battery current information:

  • A positive current means the battery is charging
  • A negative current means the battery is discharging

The EVSE will use the battery current to neutralize the impact of a home battery on the P1 information.

Regular updates from the consumer are required to keep this working as values cannot be older than 11 seconds.

Example

  • Home battery is charging at 2300W -> 10A
  • P1 has an export value of 230W -> -1A
  • EVSE will neutralize the battery and P1 will be "exporting" -11A

The sender has several options when sending the home battery current:

  • Send the current AS-IS -> EVSE current will be maximized
  • Only send when battery is discharging -> AS-IS operation but EVSE will not discharge the home battery
  • Reserve an amount of current for the home battery (e.g. 10A) -> Prioritize the home battery up to a specific limit

Integration with Home Assistant

There are three options to integrate SmartEVSE with Home Assistant:

  • through the HA-integration - the easy way

    If you want to integrate your SmartEVSE with Home Assistant, please have a look at the SmartEVSE custom_component for Home Assistant. This custom_component uses the API to share data from the SmartEVSE to Home Assistant, and enables you to set SmartEVSE settings from Home Assistant. You will need firmware version 1.5.2 or higher to use this integration.

  • by manually configuring your configuration.yaml

    It's a lot of work, but you can have everything exactly your way. See examples in the integrations directory of our GitHub repository.

  • by MQTT

    If you don't like the integration, e.g. because it only updates its data every 60 seconds, you might like to interface through MQTT; updates are done as soon as values change.... you can even mix it up by using both the integration AND the MQTT interface at the same time!

EU Capacity Rate Limiting

In line with a EU directive, electricity providers can implement a "capacity rate" for consumers, encouraging more balanced energy consumption. This approach aims to smooth out usage patterns and reduce peak demand.

For further details, please refer to serkri#215.

  • The menu item "Capacity" can be set from 10-600A. (sum of all phases)
  • This setting applies only in Smart or Solar mode.
  • Beyond existing limits (Mains, MaxCircuit), the charging current will be controlled to ensure that the total of all Mains phase currents does not exceed the Capacity setting.
  • If you are unfamiliar with this setting or do not fall under the applicable regulations, it is advisable to keep the setting at its default setting. (disabled)