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set-up and customization of an oekoFEN-spy Raspi 3B+ server for observing an oekoFEN Smart XS pellets heating

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Set-up of a Raspberry Pi 3B+ based WiFi proxy server for Oekofen_SpyLicense: CC BY-NC-SA 4.0 Hits Buy Me a Coffee at ko-fi.com

  • you can download this Github repository by clicking here
  • based on oekofen-spy (C) Peter Fuerle
  • and sources from https://gitlab.com/p3605/oekofen-spy/-/tree/main (C) Peter Fuerle
  • fitting to an OekoFEN Smart XS pellets heating
    • other OekoFEN heatings would fit after some minor modifications of the Grafana dashboard JSON file, too
  • picture of proxy server: pic
  • sketch of the used network topology: png
  • used Grafana dashboard: png
  • adjustable Grafana variables: png

Objectives of a oekofen_spy, InfluxDB, and Grafana proxy server

  • analysis of a Oekofen Smart XS pellets heating by visualizing graphically the data of the Smart XS' Pelletronic Touch JSON interface
  • set-up a Raspberrry Pi 3B+ based proxy server with wifi connection to your LAN's router
    • that is running the oekofen_spy application
    • that is running an InfluxDB data base server
    • that is running a Grafana server for visualizing captured data
    • the oekofen_spy software can be downloaded from GitLab
    • in my case I do not have a wired Ethernet LAN cabling to my cellar
    • wired connection to a Oekofen Smart XS pellets heating by a Ethernet patch cable
    • Wifi connection to your LAN's router
    • bridge functionality between the Raspberry Pi's eth0 and wlan0 interfaces
    • support a firewall to isolate and protect the Oekofen Smart XS pellets heating
    • the proxy server can be put into a DMZ if your router is supporting a DMZ with a Wifi access point
    • support a SSD drive with sufficient storage capacity in order to store measurement data of a longer time frame
    • independent stand-alone operation and data collection of the oekofen_spy proxy server even if the WLAN is switched off, e.g. during night time
    • automatic unattended updates of the Raspberry Pi OS
    • ssh maintenance connection to a dedicated client of your LAN, e.g your laptop

Required Hardware

  • please carefully follow below recipes for a reduced RF disturbance of the Raspberry Pi's embedded WiFi
    • in my case, my WiFi router is located in the attic floor, the Oekofen heating is in the cellar, three reinforced-concrete floors are in between, therefore the WiFi connection is very poor and each dB transmission gain is important
    • if your router's antenna is turnable, please adjust it for best wifi transmission to such an angle that a plane perpendicular to the antenna stick is going through the oekofen_spy Raspberry Pi's location in the cellar
    • if you are still experiencing too low Wifi signal levels in your cellar, you may experiment with a directional YAGI WLAN Antenna EXTENSION for 2.4 GHz or a directional panel antenna (please note that this panel antenna is radiating only into one direction)
    • note: any directional antenna results in worse RF radiation characteristics in non-preferred directions
    • despite following these recipes, I am experiencing temporary RF disturbances and connection problems to the oekofen_spy Raspberry Pi in the cellar in the following situations
      • my neighbor is using a baby phone which is heavily disturbing the wifi transmission
      • the Oekofen Smart XS is igniting, obviously the fan of the Smart XS heating does a lot of RF disturbances
      • the Oekofen Smart XS is filling the pellets buffer store. A cleaning with a running fan is part of that process
      • in case of such RF disturbances, please just wait until the source of the disturbances is switched off. Then a connection should be possible again without any further action.
  • Raspberry Pi 3B+.
    • if you can buy or prepare a Raspberry Pi 3B+ board with an U.FL external antenna connector, go for it and enjoy a better WiFi transmission
  • Geekworm X850 V3.1 USB 3.0 mSATA SSD Storage Expansion Board for Raspberry Pi 3B+/3B, available e.g at Amazon
    • please ensure that you purchase the 3.1 version
    • please do not use older versions with higher RF emissions and disturbances
    • wiki is here
    • installation guide V3.0 version
  • mSATA SSD 64 GB 3D NAND MLC SATA III mSATA (30 x 50,9 mm) e.g. from here
  • Raspberry Pi USB 2.0 /USB 3.0 Connector Bridge / USB 3.0 Cable for Raspberry Pi 4B / 3B+(Plus)&X180/150 Board
    • please do not the connector bridge shipped together with the X850 board since it is not shielded and is causing RF disturbances
    • please ensure a USB3.1 version with less disturbance of the Raspberry Pi's WiFi
  • if you are experiencing stability problems, then connect decoupling capacitors to the GND and +5.0V GPIO pins of the Raspberry Pi 3B+
    • 2x 470 uF electrolytic capacitor, 10V, take care of the polarity!
    • 1x 0.15 uF ceramic capacitor
  • M2.5 12 mm nylon hexagonal spacers, nuts, and screws, e.g. from here
    • please do not use the metal spacers shipped with the X850 board; they would disturb the Raspberry Pi's WiFi
    • please use nylon spacers for not disturbing the Raspberry Pi's embedded WiFi
  • a plastic case
    • please do not use a metal case; it would worsen the Raspberry Pi's WiFi transmission
    • I've 3D printed this PI case (room available for X850 Msata and Pi hat)
      • however, it did not fit perfectly to the X850 V3.1 board, some tweaking of the case and x850 board was necessary
      • I've been to lazy to construct a fitting case
      • please be encouraged to share your fitting case
  • System-S USB Type C Input to 2X Micro USB Output Y Cable Splitter Adapter Cable from e.g. here
  • original Raspberry Pi 4 power supply (yes Raspberry Pi 4 is correct) from e.g. here
    • it can supply a higher 3A current than a standard Raspi3 power supply (2.5A) for additionally supplying the SSD
    • use in conjunction with above Y splitter cable
  • a CAT6 1.5 m Ethernet patch cable, connect the LAN cable as follows: png

Software

Advisory

  • since I don't want to break my production system and I do not have a separate test system, I unfortunately can not test the below software installation guidelines
  • I had to do a lot of trial and error experiments to get my system up and running
  • I am writing below instructions from my memory and may miss some parts in my description
  • in case you are experiencing trouble with my instructions, please raise an issue at Github here and ask for help

Configure your OekoFEN Smart XS heating

  • please execute these steps at the Touch-display of your heating's Pelletronic
  • the firmware version of my Pelletronic is Touch V4.00b
  • firstly connect your OekoFEN Smart XS heating Pelletronic temporarily to your LAN network without the WiFi proxy server for Oekofen_Spy in between
    • use a looooong Ethernet cable between your OekoFEN Smart XS heating Pelletronic and your router or next LAN network socket
    • alternatively as I did, you may use a Universal WiFi Internet Adapter (e.g. Netgear WNCE2001)
    • in the Pelletronic menu 'General' touch to 'IP Config'
    • set 'JSON Modus' to on (compatible)
    • set remote maintenance to on
    • set the JSON port, default is '4321', and note it
    • set a JSON password and note it
    • switch DHCP to on
    • set a Web password and note it
    • check whether the automatically starting Pellectronic's network configuration is indicating a successful connection to LAN & Internet
    • check and note the IP address <ip-address of Pelletronic> of your Pelletronic that has been assigned by your router's DHCP server
    • only continue if your Pelletronic has established a successful connection to both LAN and Internet
    • if not, please check your router and firewall for correct settings
    • enter the URL http://<ip-address of Pelletronic>:<JSON port>/<JSON password>/all
    • you should a JSON file output similar to this one
    • if you are getting such a JSON file as output your configuration of your OekoFEN Smart XS heating Pelletronic is finished for now
    • you can now install the myPelletronic app on your mobile phone and remotely control your OekoFEN Smart XS heating
    • For entering the Codelevel of your Pelletronic, you need a time variant 4 digit pass code. Please ask your heating contractor for help if you need it. A bit of googling e.g. for 'Das Kennwort für die Kundendienstebene setzt sich zusammen aus ' may also help you. Handle it with care!

Install Raspberry Pi OS (64-bit)

  • download the latest version of Raspberry Pi OS (64Bit) from here
    • choose 'Raspberry Pi OS with desktop 64-Bit'
  • when writing this README.md, the latest version was version 2023-05-03-raspios-bullseye-armhf-full.img.xz
  • unpack and install this OS on an appropriate SD card and boot the Raspberry Pi 3B+
  • for flashing the SD card balenaEtcher is recommended
  • for Linux OS, unpack with xz -d -v <filename>
  • a getting-started documentation is available here:
    • set location, language, keyboard, and time zone
    • as user name, please enter 'smartxslogin'
    • choose a safe password with at least 8 characters, write it down
    • set-up your Wifi connection
    • update the Raspberry Pi OS software
    • restart

Check login and your WiFi connection

  • login again after the restart
  • check that you can access the internet via your WiFi connection

Prepare the Raspberry Pi 3B+ for an USB drive

  • please follow these instructions
  • note: The Raspberry Pi 3 B+ can be USB booted out-of-the-box.

Harden your Raspberry Pi

  • apply appropriately this hardening guide
    • do not disable the Raspberry Pi's WiFi since it is needed for this application

Disable auto-login

  • please follow these instructions
  • reboot and check a login
  • shutdown

Copy SD card to your mSata SSD

  • plug your maSata SSD card into the X850 board
  • use balenaEtcher for cloning the SD card#s content to the SSD mSata card
  • connect the X850 board with your Raspberry Pi 3B+, ensure that your power supply is strong enough, see above hardware guidelines
  • power-up the Raspberry Pi 3B+
  • login in

Reduce write cycles and extend SSD life expectancy

  • some guidelines for reducing the write cycles to tthe mSata SSD canb be found here or here (in German language)
  • add at the end of '/etc/fstab' the following line

tmpfs /tmp tmpfs defaults,noatime,nosuid,nodev,noexec,mode=1777,size=128M 0 0

  • this is mounting /tmp as a ramdrive tmpfs
  • disable swapping by entering the following commands in a terminal window

sudo systemctl disable dphys-swapfile
sudo systemctl stop dphys-swapfile

  • reboot and login again

Install git and clone the repository from Github

  • execute the following commands in a LXterminal window:

cd ${HOME}
sudo apt install git
git clone https://github.com/FUEL4EP/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating.git

  • This command sequence will download the repository 'FUEL4EP/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating' from Github into the directory '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating'
  • These commands are also stored in the script 'git_clone.bsh'. Please note that this script needs to be executed as normal user!

Customize the installation to your network and system

  • please open in a text editor the bash script '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/customize_installation.bsh'
  • at the top you will find a customization section: png
    • d:= digit
    • h:= hexadecimal character
  • please change the entries after the equal sign to fit to your network and system set-up
  • An example of a customization is here: png
  • now run the customization script as sudo:

sudo ./customize_installation.bsh

  • the script is patching the subdirectory '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/${MY_UNTAR_DIR_MOD}'
  • please check the patched set-up files in this directory

Do a first set of software installations and configuration

  • ensure that the customization sections in '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/install_software_packages_1.bsh' and '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/customize_installation.bsh' are consistent
  • then execute this script as normal user

bash ${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/install_software_packages_1.bsh

Patch the installation

  • ensure that the customization sections in '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/patch_installation.bsh' and '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/customize_installation.bsh' are consistent

  • then execute the script that will patch the root directory '/':

    sudo ${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/patch_installation.bsh

Reboot

  • reboot as normal user without sudo:

reboot

  • after the reboot you can check part of the new configuration e.g. by the commands

ifconfig
hostname

  • please note that sudo is now requiring to enter a password

Configure the software

  • for configuration, please execute now the script

sudo ${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/configure_1.bsh

  • this script will reboot the Raspberry Pi 3B+ at the end
  • login again after reboot as normal user

Final installation of influxdb and grafana

  • execute the script

sudo ${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/install_software_packages_2.bsh

  • this script will execute a reboot at the end

Final checks of the installation

  • the execution of

sudo systemctl --type service --state running

  • should show these running services: png
  • the execution of

sudo systemctl status isc-dhcp-server.service

  • should show an output like this:
    png

First login into the Grafana fana server

  • use a PC or laptop connected to your WiFi network
    • enter into a browser, e.g. firefox, as URL

http://<MY_STATIC_WLAN0_ADDRESS>:3000

  • Note: This is NOT a https, but a http URL!
  • MY_STATIC_WLAN0_ADDRESS is the WLAN IP address of the Raspberry Pi specified in the script customize_installation.bsh
  • you should get now such a login window png
  • use as initial username and password

username: admin
password admin

  • after a successful login please immediately change the password of the admin account
    • Move the mouse cursor on 'Toggle Menu' at the top left
    • click 'Administration# sub menu
    • click 'Users'
    • click to 'admin' png
    • edit 'password' and change it to a new secure password (> 8 characters)
    • note the new admin password

Create new users of Grafana as needed

  • create new users with limited permissions as needed
  • please follow the standard Grafana documentation for that purpose
  • always use a non-admin user for viewing Grafana desktops

Configure Grafana

  • please follow the recipe of Peter Fuerle in section 'configure Grafana'
  • here as reference a screen dump of the setup of the data source: png
  • no other configurations are necessary except those in section 'configure Grafana'
  • if you have questions, please raise an issue at my Github repository

Import the customized dashoard JSON for Oekofen Smart XS pellets heating

  • move the mouse cursor on 'Toggle Menu' at the top left

  • click 'Dashboards' sub menu

    • click 'new' => 'import' png
    • click 'upload JSON dashboard file' and browse to

    ${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/untar_dir_mod/oekofen-spy/my_oekofen_spy_extension/oekoFEN-Spy-Smart_XS.json

    • click 'import'
  • save the imported dashboard by clicking to 'save dashboard' at the top right png

  • this dashboard is now available in Grafana as dashboard 'General:Ökofen'

  • the running cron process should now add every 4 minutes a set of new measurements to the InfluxDB which is then displayed in Grafana

*/4 * * * * smartxslogin /usr/bin/python3 /home/smartxslogin/oekofen-spy/oekofen-spy-main/Python3/oekofen2influx.py

  • refresh Grafana as necessary

ssh access

  • You may establish a ssh connection from your PC or laptop connected to the same WiFi network as follows
  • ssh <MY_STATIC_WLAN0_ADDRESS> -l <MY_LOGIN_NAME>
  • the password is the specified login password of your <MY_LOGIN_NAME> account
  • you may need to configure your router's, PC's or laptop's firewalls appropriately for allowing ssh accesses

Good luck and fave fun with your OekoFen SPY

  • connect the Raspberry Pi 3B+ according to the above picture of the network toplogy
  • wait a minute ..
  • connect with your PC or laptop to the Grafana server using the browser URL

http://<MY_STATIC_WLAN0_ADDRESS>:3000

  • good luck and have fun with the Oekofen SPY

Hint: How to find out the MAC address of your OekoFEN Smart XS heating

  • for above configuration you need the Ethernet MAC address of your Pelletronic <MY_PELLETROCNIC_ETHERNET_MAC_ADDRESS>
  • one possibility to identify the MAC address is establishing a direct LAN connection, see above, to your LAN router and check the MAC address in your router
  • another possibility is to plug in a LAN cable attached to your Pelletronic (see above) into the Raspberry Pi's eth0 LAN socket and check the tail of '/etc/var/syslog' for such a message png
    • the MAC number is pixelized, enter this MAC address with the colons as <MY_PELLETROCNIC_ETHERNET_MAC_ADDRESS> into the script '${HOME}/oekoFEN_Spy_for_oekoFEN_Smart_XS_pellets_heating/customize_installation.bsh'

Test mode with a laptop attached to the Raspi's eth0 port

  • for test purposes you can attach your laptop with an Ethernet patch cable to the Raspberry Pi3+ based WiFi proxy server for Oekofen_Spy. For that purpose edit a sudo the file '/opt/my_firewall/simple_firewall.bsh' as follows:
    • comment out line 9:
    • comment line 12
    • save
    • execute 'sudo /etc/init.d/my_firewall restart'
  • plug in your laptop and check if you get assigned an IP address
  • note that the firewall is limiting the outgoing connections to those defined in the control file '/opt/my_firewall/allowed_urls.txt'
  • do not forget to reverse the above commenting back after your tests!

Reduced Tx power during nighttime

  • since I am switching off my WiFi during night, the Raspberry Pi's Tx WLAN power is reduced during night by a cron process:

30 23 * * * root /home/smartxslogin/scripts/wlan_9dbm.bsh
9 07 * * * root /home/smartxslogin/scripts/wlan_31dbm.bsh

  • you may change this according to your needs

Calibration of the Grafana dashboard variables

  • the shipped Grafana dashboard variables png
  • were calibrated to my system and may not fit to your system
  • therefore, you may calibrate them if you have a heat meter in your system
  • please compare the heat energy calculated by Grafana with the heat energy measured by your heat meter
  • please consider the heat energy for hot water appropriately since it is usually not captured by a heat meter
  • the update of the Grafana variable is done as follows:
    • you need to login as 'admin'
    • click to 'Dashboard settings' at the top right png
    • click to 'Variables' png
    • click on the variable to be changed png
    • Change the parameter in the 'Custom options' field png
    • Click 'Save dashboard' at the top right png
    • Click 'Save' png
    • Done, repeat as needed, several days observation and comparison is needed

Add a retention policies to the InfluxDB data base 'oekofen'

  • in order to limit the size of the InfluxDB data base 'oekofen', you may add a retention policy as follows

  • a how to reference can be found here

  • execute the following commands for setting a retention period of 56 weeks:

influx -execute 'show retention policies on "oekofen"'
influx -execute 'create retention policy "oekofen_56_weeks" on "oekofen" duration 56w replication 1 default'
influx -execute 'show retention policies on "oekofen"' influx -execute 'alter retention policy "oekofen_56_weeks" on "oekofen" default'
influx -execute 'show retention policies on "oekofen"'

  • adapt the retention period to your needs

Freeze of Raspberry Pi due to a buggy Grafana upgrade

  • some grafana updates are causing a freeze of the Raspberry Pi
  • in this case, restart the Raspberry Pi with a power cycle and login by ssh
  • then dowwngrade to a working grafana version, e.g. by

sudo apt install grafana=10.0.3

publish measurement data to a MQTT broker

  • an example python script for publishing a selection of measurement data to a MQTT broker is provided here
  • please adapt it to your needs, see comments inside
  • this script can be periodically invoked by a cron process, e.g. once a day
  • an exmple of a Homematic / RaspberryMatic integration is shown here (German language)

error messages of iPad Safari browser when accessing the Grafana server

  • if you are experiencing this error message on your iPad / iPhone

    png

    your iOS / iPadOS version is too outdated.

  • I got such a message on my iPad with iPadOS 15.8.2 since upgrade to Grafana 11.0

  • Possible fixes are:

    • Upgrade the OS version if possible
    • Buy a newer iPhone / iPad
    • downgrade the Grafana version
  • the latest Grafana version is supporting the latest two major browser versions, i.e. in case of iPadOS Safari 17 and Safari 16:

  • https://github.com/grafana/grafana/blob/main/.browserslistrc

Some recommendations for settings of the Oekofen Smart XS pellets heating

  • the initial settings of my freshly installed Oekofen Smart XS pellets heating resulted in too many unnecessary ignitions
  • for a minimum number of ignitions in winter mode, the following parameter settings turned out to be effective for my system:
    • your system may require different settings!
    • less ignitions will reduce the fine dust emissions
    • Pellematic Setting: Switch Off Temp: 77 deg C
    • Pellematic Setting: Control Temperature: 53 deg C
    • Pellematic Setting: Switch On Hyst: 29 K
    • Pellematic Setting: hysteresis shutdown: 8K
    • Pellematic Setting: Capacitive Sensor RA Active: On
    • Pellematic Setting: Capacitive Sensor ZW Active: On
    • Heating Control: Room Temp Heating: 22.5 deg C
    • Heating Control: Eco Mode: Ecological
    • Heating Water Setting: Op. Mode: Auto
    • Heating Water Setting: Time 1: 6:30 - 7:15 (adjust to your needs)
    • Heating Water Setting: Time 1: Preference: Off
    • Heating Water Setting: Legionella Protection: Off (adjust to your needs)
    • Return Pump Settings: Mode: Auto
    • Return Pump Settings: Time 1: 6:45 - 7:15 (adjust to your needs)
    • Pellematic Setting: adjust your heat curve to a your buildings needs
      • try to achieve a minimum flow temperature at a cold day
      • my setting is
        • Heating Curve: 0.7
        • Base Point: 32 deg C
        • H Limit Heating: 20 deg C
    • I am not using night setback
    • your average burn time in winter mode should be > 150 minutes
    • at cold days, just one ignition may be necessary
  • summer mode is still under investigation at my side
    • in summer mode my current Pelletronic settings are:
      • Water Temp Set: 70 deg C
      • Water Temp Min: 30 deg C
      • Water is heated up once a day for max. 2 hours in the morning
      • usually we take a shower at the end of this heating time
      • the return pump is switched on for 45 minutes during that time frame
    • as a first result, the average heat energy per day is about 13 kWh
    • a photovoltaics supplied heating rod is planned for summer mode
  • these are just recommendations, see Disclaimer below

Mistakes or incompleteness of this recipe

  • please help to improve this repository by raising a Github issue if you find any deficiency. Thanks a lot in advance.
  • as said, I could not validate all instructions of this recipe, but most

Disclaimer

  • please let your system's settings be checked and confirmed by your heating contractor
  • I am not responsible for any of your system's settings
  • always ask your heating contractor if you need more information or advice on your system

License

Creative Commons BY-NC-SA
Give Credit, NonCommercial, ShareAlike

Creative Commons License
This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 4.0 International License.

-EOF