RMS Monitoring Software System Startup

Transcription

1 System Startup 2017 ROTRONIC AG Bassersdorf Switzerland

2 2017 ROTRONIC AG Bassersdorf Switzerland Page 2 of 53

3 Contents Contents Overview System Requirements Browser Create RMS Account Create New Company Main System Settings Quick Startup Guide Create Groups & Layout Add Devices Create User Rights Create User System Startup System Settings Group Settings Create & Edit Groups Layout Functions Add Web Camera Devices & Measuring Points Device Settings Measurement point Settings Add LAN Device Add Wireless Device Overview of the LED alerts on the devices Add a device via the RMS-Converter Measuring Point Settings Add New Measuring Point User Rights Add User Rights User Settings Report Templates Report Settings Alarms Alarm Triggers Set Notification ROTRONIC AG Bassersdorf Switzerland Page 3 of 53

4 4.3 Inhibited Alarms Active Alarm Repetition Interval Setup Alarm Limits Actions Scripts Validation Account Additional Documents Document Versions ROTRONIC AG Bassersdorf Switzerland Page 4 of 53

5 Scope: This manual is valid for the RMS Monitoring Software from Version The low-order digit of the software version stands for minor changes, e.g. correction of errors, that do not influence the main functionality of the software. This instruction manual describes the implementation of a monitoring system: creation of users, user rights, group structures, adding of devices and configuration of alarm functions. Installation of the software and database and operation of the monitoring system are described in the manuals E-IM- RMS-WEB and E-OM-RMS-WEB. 1 Overview The software consists of server software and a database. The server software and database can be installed on the same or two different servers. It merely needs to be ensured that the server software and database can communicate with each other. 1.1 System Requirements The server environment must fulfil the following requirements for the server software and database to run Browser The RMS supports the following web browsers: Microsoft Internet-Explorer, Version 11 or later Mozilla Firefox, Version 40 or later Google Chrome, Version 43 or later 2017 ROTRONIC AG Bassersdorf Switzerland Page 5 of 53

6 2 Create RMS Account This section describes the creation of a new account, the adding of devices and groups, the configuration of alarm functions and the creation of new users and their user rights. 2.1 Create New Company A new company is created by opening the software s registration page. Enter the number of your server in your browser with the following URL extension: 1 Figure 1: RMS registration view for new company Fill in the following points in the input window (Figure 2) including the license key 2 received from Rotronic: Figure 2: Input window for initial RMS registration is to be substituted by the number of your server. 2 If you have a trial key, it is valid for one month ROTRONIC AG Bassersdorf Switzerland Page 6 of 53

7 Your company account is then created with the following settings: One group (Group1) One user right with all rights One user for the registered person 2.2 Main System Settings You must check the following settings in the menu Tools > Setup > System (see Figure 3): Culture Time zone Temperature Units server settings Figure 3:Select Setup menu Also check all other settings in this view. You can find a description of all system settings in chapter 3.1 System Settings. 2.3 Quick Startup Guide This section describes the most important steps in setting up a Rotronic Monitoring System in brief. You can find a detailed description of how to implement a system in chapter 3 System Startup ROTRONIC AG Bassersdorf Switzerland Page 7 of 53

8 2.3.1 Create Groups & Layout Create the group structure you want in the menu Tools > Setup > Groups. Figure 4: Group structure in RMS Integrate background pictures and labels for the group in the menu Tools > Setup > Layout. The measuring point labels can only be arranged once devices and measuring points have been added, see next chapter Figure 5: Layout with labels and measuring points Add Devices Add new wireless or LAN devices in the menu Tools > Setup > Devices. If you want to add wireless devices, you first need to set up a gateway in the system. The procedure for adding a LAN logger is similar to adding a gateway, only the settings change (see settings of the wireless logger below). Add Gateway Visualization Add LAN device 2017 ROTRONIC AG Bassersdorf Switzerland Page 8 of 53

9 Enter serial number of the gateway Press button on the device for clear identification. Briefly: 1 second Setting of: Device name Channel: Per gateway one channel can be selected (1 to 5). Per channel up to 60 loggers can be handled. Up to 5 gateways can run in parallel mode using separated channels (meaning separated networks with no interference between the various loggers and gateways). Up to 300 loggers can be handled without any interference, see figure 6. When redundancy is required, simply set the gateways to the same channel. The logger is automatically configured to the channel of the selected gateway. Network ID: is necessary if a specific gateway must communicate with a specific data logger and vice versa. The settings must be done on both devices. Network ID between Group Finish procedure Channel 1 Channel 2 Channel 3 Channel 4 Channel 5 Logger 1 Logger 1 Logger 1 Logger 1 Logger 1 Logger x Logger x Logger x Logger x Logger x 2017 ROTRONIC AG Bassersdorf Switzerland Page 9 of 53

10 Logger 60 Logger 60 Logger 60 Logger 60 Logger 60 Gateway 1 Gateway 2 Gateway 3 Gateway 4 Gateway 5 Figure 6: Multi channel operation mode 2017 ROTRONIC AG Bassersdorf Switzerland Page 10 of 53

11 Add Wireless Device Visualization Add wireless device Select gateway to which the wireless device is to be connected Press button on the device for clear identification Setting of: Device name Address: every device must have its own address Select interval, recommended: 60s Select group Specify measuring point name and unit Finish procedure When all devices have been added, add the measured value labels to the measuring points in the menu Tools > Setup > Layout Create User Rights Rotronic recommends you create at least the following user rights: Tools > Setup > Users User Right Administrator Operator User Has all rights All read rights except o System notifications o Setup system o Setup company No write rights for o System notification o Setup user o Setup rights o Setup notifications o Setup system o Setup company Read rights All views except system notification Write rights 2017 ROTRONIC AG Bassersdorf Switzerland Page 11 of 53

12 View only All views except system notification Read rights All views except system notification Write rights None Create User When a company has been created, a user is already registered and defined as administrator. Add further users. It can be defined for every user which rights he has per group. As shown in the table below, the same user can thus have different rights for different groups. Manipulation Create new user Complete user data 2017 ROTRONIC AG Bassersdorf Switzerland Page 12 of 53

13 3 System Startup This chapter describes the individual steps needed to implement an RMS Rotronic Monitoring System in detail. 3.1 System Settings The menu Tools > Setup > System contains all settings that concern the overall system. They should be checked first of all and set accordingly for the application. Visualization Company logo Title text Title background Local settings Culture Time zone Temperature Pressure Differential pressure Flow velocity CO2 PPM, % Humidity Allow deletion of measuring points Allow deletion of users Enter password for changes Enter reason for changes Password security Do not reuse password Change password to Min. length It can be seen in RMS at all times at the top left Supported formats: jpg, png Maximum size: 512 kb Maximum height: 76 pixels It can be seen in RMS at all times at the top Background colour of the title line Language region Select time zone Celsius / Fahrenheit Pressure unit: hpa / inch HG / PSI Differential pressure units: Pa / inh2o / mpsi, m/s, km/h, ft/s, Display unit for humidity Allow: Measuring points (data set) are deleted irretrievably Do not allow: Deleting of measuring points not allowed. Archiving however is possible if the option is licensed and the user has sufficient permission Allow/Not allow deleting users The user must enter the password every time he wants to make a change. Concerns: setup, acknowledgement of alarms, adjustment, calibration The user must enter the reason every time he wants to make a change. Concerns: setup, acknowledgement of alarms, adjustment, calibration How many times an old password may not be reused The password must be changed after the set number of days Minimum length of the password 2017 ROTRONIC AG Bassersdorf Switzerland Page 13 of 53

14 Password strength Block user after server SMTP server User name Password Sender name Sender address Encrypted connection The password must contain upper and lower case letters The password must contain numbers or special characters The user is blocked after the set number of login errors SMTP server name SMTP user name SMTP password sender name sender address Encrypted connection to server Status Send daily status Recipient Web service Server address Web page LDAP Server path Document path Document path 4 Repeat alarm Reminder Warning Alarm Error Daily status s with information on the system 3 (e.g. number of new measured values, number of devices, measuring points, users, etc.) Recipient of the status s Web service URL, e.g. Web page URL, e.g. LDAP server address. If credentials are required to access the LDAP server: Ask your system administrator for access permission for the identity of the IIS Application Pool Storage location for documents on the web server. This is the file folder location created during installation of RMS see Section 3.7 of E-IM-RMS-WEB. E.g. C:\inetpub\wwwroot\RMS\rms_files Repetition interval of and SMS Repetition interval of and SMS Repetition interval of and SMS Repetition interval of and SMS 3 Status s are sent at midnight; the user must have the right System notification. 4 The IIS web service must have write rights for the path, see manual E-IM-RMS-WEB ROTRONIC AG Bassersdorf Switzerland Page 14 of 53

15 Telephone account Account ID Account ID 5 Account token Account password 6 SMS number Outgoing number of SMS notifications 7 Call number Outgoing number of telephonic notifications 8 Callback server URL for the telephone service 9 Telephone alarm block Telephone message selection Import data Device User Alarm inhibition time after pressing the zero button in the case of telephonic alarms Select which contents will be included in the telephone message. - device/measure point ID - device/measure point name - device serial number - device position - measure point comment Import devices (document provided with the validation package) Import users (document provided with the validation package) 5 Is supplied by Rotronic when the service has been activated. 6 Is supplied by Rotronic when the service has been activated. 7 Is supplied by Rotronic when the service has been activated. 8 Is supplied by Rotronic when the service has been activated. 9 Is supplied by Rotronic when the service has been activated ROTRONIC AG Bassersdorf Switzerland Page 15 of 53

16 3.2 Group Settings Groups can be created, deleted, changed or sorted under Tools > Setup > Groups Create & Edit Groups Create the group structure you want in the menu Tools > Setup > Groups. Figure 7: Group structure in RMS The following functions are available for editing the group structure: Function New Rename Create new group or subgroup. The new group can be placed in the tree by drag & drop. Rename selected group Sort Sort group structure alphabetically (A to Z) Delete Save Delete selected group Save current group structure 3.3 Layout Once the group structure has been created completely, you can then add or remove a background picture (layout) to every group. You can also place so-called labels (texts, measured values, web cam, gateway) in the layout. All labels can be positioned at will by drag & drop. Clicking a label opens a dialog in which the colour and size of the label can be set ROTRONIC AG Bassersdorf Switzerland Page 16 of 53

17 3.3.1 Functions Select the group you want to edit and add labels and background pictures to it with the following functions. Function Background picture Shows a file dialog for selection of a background picture. The picture should have a width-to-height ratio of about 2:1 so that it is not distorted too much when fitting it in. The maximum file size is limited to 512 kb (adjustable in the web version). Only png and jpg files are supported. Measured value label The values of the measuring points are shown in the layout as labels. The measuring point must, however, first be added to the groups as described in section 3.4. Figure 8: Add measuring points and subsequent display in the layout Text label Adding of a text label for better clarification of the layout Figure 9: Add text label Web camera Adding of a web camera; see section for details. Figure 10: Add a web camera Save RMS gateway Shows the current status of the gateway: OK / Timeout. Save layout view 2017 ROTRONIC AG Bassersdorf Switzerland Page 17 of 53

18 3.3.2 Add Web Camera It is basically very easy to integrate a web camera. Simply enter the link under which the current picture of the camera can be called up. The URL shall refer to a JPG file (Video is not supported) This link is individual for each type of web cam. The link can be found in the manual of the according web cam. For example: Figure 11: Example of web camera integration If the web camera is not directly accessible (local network protected by a firewall), the camera must be integrated via an RMS converter. In this case, specify the RMS converter that is located in the same network as the camera. 3.4 Devices & Measuring Points The RMS distinguishes between devices and measuring points. In RMS the term device means the physical device. The term measuring point in RMS means the data set stored in the database. This is described in section Device Settings Under devices, it is possible to see the various devices within the various groups. Figure 12: Overview of the device selection. With SHIFT or with CTRL, it is possible to select one or more of the devices. With one device selected, it is then possible to replace it, read out device settings, carry out a firmware update (by before importing a firmware file). With more than one device selected, it is then possible to read out all device settings, carry out a firmware update (all selected devices must be the same) ROTRONIC AG Bassersdorf Switzerland Page 18 of 53

19 Within the Device settings table, it is possible to view the following columns: ID Status Device Name Serial number Position Owner Network ID Address Channel Figure 13: Overview of the device settings table. An RMS device has the following properties and setting possibilities: Property Info Device ID Device type Serial number Status Battery 10 Last refresh Settings Device name Position Interval Timeout Auto restore Unique ID for the device (DEV-xx) Device type, e.g. LAN logger / RH logger Serial number of the device Enabled (green status indicator) Device is enabled in the system. Disabled (black status indicator) The system does not receive any data from the device and alarms are also not triggered. In this mode the device is not write-protected and can be set with the RMS Configurator. Current battery status Time that has passed since the system last received data from the device Freely selectable name Freely selectable description of the physical position of the device Time interval for measurement and transmission of the data Time span after which an alarm is triggered if the device no longer sends data Automatic reading out of the logger s internal memory when an interruption in the measurements in the system s database is established 10 Only input modules have a battery ROTRONIC AG Bassersdorf Switzerland Page 19 of 53

20 Owner User who is responsible for the device 11 Group Properties Measuring points Input 12 Wireless settings Address Network ID Channel Gateway The group to which the device belongs The properties are specific settings that are saved into the device: IP address (if LAN device) Firmware version LED flash interval NTC settings (only loggers with NTC connection) Measuring point(s) of the device Radio address of the device: Gateway: fixed at 254 Radio device: can be selected between Networks can be defined. Per network, 1 Gateway and 60 loggers. In total 15'240 loggers can be used. 1 5 Channels can be defined. Per channel, 1 gateway and 60 loggers. The channel is automatically taken from the gateway that the device is paired to. A link to gateway that the device is paired to. The following functions are available for editing devices: Function New Delete Add new device Delete device 13 The measuring points of the device and all recorded data will be deleted! To delete a device, it is also necessary to enter a text in order to prevent accidental deletion of a device. 11 This function is of an informative nature only. No link with user rights. 12 A device can have one or two inputs. 13 Alarms relating to this device are ended automatically and labels deleted from the layout view ROTRONIC AG Bassersdorf Switzerland Page 20 of 53

21 Options Save Replace The device is replaced. The measuring points and settings of the device are taken over automatically. 14 Read out device settings Read out device properties as shown in the above table. Firmware update Update the device firmware. If more than one of the same devices are selected, then a new firmware can be uploaded to all devices at once. Important: Only one type of firmware update can run at the time. The update for wireless loggers can last up to 4 hours if there are 60 units connected to a gateway (4 minutes per device). If there are various firmware versions available, the device will always take the newest version. Import firmware file Import a.bin firmware file for the devices. The file will automatically be saved under documents and will automatically be used for the firmware update option stated above. Save device settings Measurement point Settings Under measuring points, it is possible to see the measurement points within the selected groups. Figure 14: Overview of the measuring points selection. With SHIFT or with CTRL, it is possible to select one of more of the measuring points. With one or more devices selected, it is possible to: Delete the measuring points Update the following information for one or all devices: o Status: enabled or disabled o Name o Regulation status o Comment o Group Within the measurement point settings table, it is possible to view the following columns: 14 The new device must be of the same type and may not already be used in the system ROTRONIC AG Bassersdorf Switzerland Page 21 of 53

22 ID Status Unit Name Serial number Regulation status Comment Figure 15: Overview of the measurement point settings table Add LAN Device Proceed as follows to add a LAN device: Visualization Add wireless device Enter the serial number of the device Press button on the device for clear identification 15 Setting of: Device name Select interval, recommended: 60s Select group Specify measuring point name and unit Finish procedure Add Wireless Device Add new wireless or LAN devices in the menu Tools > Setup > Devices. If you want to add wireless devices, you first need to set up a gateway in the system. 15 The dialog must be confirmed within 2 minutes because otherwise the device will switch back to standby ROTRONIC AG Bassersdorf Switzerland Page 22 of 53

23 Add Gateway Visualization Add LAN device Enter serial number of the gateway Press button on the device for clear identification Setting of: Device name Channel: 5 channels can be operated in parallel Network ID: Gateways only receive data from wireless data loggers with the same network ID. In this way wireless data loggers can be linked to gateways 16. Permissible network IDs: Group Finish procedure Add Wireless Device Visualization Add wireless device Select gateway to which the wireless device is to be connected Press button on the device for clear identification It must be avoided that devices with the same network ID and same address can interfere with each other. 17 The dialog must be confirmed within 2 minutes because otherwise the device will switch back to standby ROTRONIC AG Bassersdorf Switzerland Page 23 of 53

24 Setting of: Device name Address: The default address is automatically provided by the system. Every device must have its own address per channel 18. It may not be higher than 60 and may not exceed the length of the interval 19. Select interval, recommended: 60s Select group Specify measuring point name and unit Finish procedure When all devices have been added, add the measured value labels to the measuring points in the menu Tools > Setup > Layout Overview of the LED alerts on the devices All Rotronic RMS devices are equipped with LED's to get a status update. Pairing Trigger Action LED LAN 1s press Confirms pairing n x orange, the LED flashes orange when the pairing demand is open. Wireless 1s press Confirms pairing 1 x orange, the LED blinks orange for each channel searched. Wireless Gateway found n x orange, the LED flashes orange when the pairing demand is open. Wireless Confirmed pairing 3 x green. Wireless Issue pairing (time out, no data received) 3 x red. Remove pairing LAN & Wireless LAN Wireless Trigger Action LED Removes pairing, stops logging, and 8s press turns off device. 3 x red, the pairing information stored in the logger is deleted. Device status update Trigger Action LED Shows the current 1 x green, the connection to the server is good. 1s press status 2 x red, there is no connection to the server. 1 x green, the ISM connection is good. 1 x orange, the measurement is good, no ISM Shows the current connection. 1s press status 2 x red, measurement failed. Wireless range 18 It must be ensured that the wireless address is unique for the frequency of the gateway in order to prevent collisions. 19 For example: interval 30 seconds, highest device address is ROTRONIC AG Bassersdorf Switzerland Page 24 of 53

25 Trigger Action LED 1s press Shows the current wireless status 4 x green, RSSI >-30dBm. 3 x green, RSSI >-60dBm. 2 x green, RSSI >-80dBm. 1 x green, RSSI <= -80dBm Add a device via the RMS-Converter Add a device via the RMS-Converter in the menu Tools > Setup > Devices. Select the RMS- Converter under the various devices. Then click on Devices > Add/Search. Figure 16: Add a device via RMS-Converter. Via the RMS-Converter it is possible to add the following devices via the option select device type: AirChip3000 devices: HF5, HF8, CRP5, PF4, etc HL-NT and HygroLog NT dataloggers. HL-RC dataloggers. Figure 17: Find the device via the RMS-Converter In order to search for the device, it is then possible to also add the specific IP address and the RS485 address. Should the setup be done over an AC3011 RS485 to Ethernet master box, tick the AC3008 box ROTRONIC AG Bassersdorf Switzerland Page 25 of 53

26 Depending on the device being added, the settings will be required to be filled out accordingly Measuring Point Settings The RMS device has the following properties and setting possibilities: Property Info ID Unique ID for the measuring point (MPT-xx) 2017 ROTRONIC AG Bassersdorf Switzerland Page 26 of 53

27 Type Status Measuring points type or parameter Measuring element Measuring element (e.g. HygroClipD) that is connected directly to the device. Calculation Psychrometric calculation from humidity and temperature. Virtual button Logical switch that can be operated by the user directly. System measuring point A system measuring point counts events and can be monitored with an alarm threshold like a normal measuring point. It can also be used to measure the signal strength. Types of system measuring points: o Switch input counter Number of state changes of a logical input 20 o Alarm time counter Duration of the alarm state 21 of a measuring point. o Measuring point alarm counter Number of measured values of a measuring point in alarm state 22 o Device refresh counter Counts when a device sends new measured values o Signal strength Measures the signal strength and writes it in the database like a measured value o Pending reminders o Pending warnings o Pending alarms o Pending errors o CPU load CPU load in % o Memory load Memory load in % o Measuring point updates Number of updated measuring points (valid for all measuring points, also calculations and counters) o Pending commands Number of Pending commands o Software exceptions Number of software errors o Active users Number of active users based on RMS pages loaded o Page loads Number of loaded RMS pages Enabled Measuring point is enabled in the system. Disabled The system does not receive any data from the measuring point and alarms are also not triggered. 20 Logical inputs can only have the states 1 or Alarm states are: Warning or Alarm 22 Alarm states are: Warning or Alarm 2017 ROTRONIC AG Bassersdorf Switzerland Page 27 of 53

28 Serial number Device Last refresh Settings Name Regulation status Comment Details Group(s) Alarm Mode Warning Enabled / Disabled Lower limit Upper limit Hysteresis Delay Alarm Enabled / Disabled Lower limit Upper limit Hysteresis Delay Serial number of the probe (only in the case of interchangeable RMS probes) Name and ID of the device, including direct link to device settings Time that has passed since the system last received data from the measuring point Freely selectable measuring point name Freely selectable regulation status (GMP / GLP / etc.) Freely selectable comment Settings for a calculated measuring point or system counter Group allocation (more than one group can be specified) Off No alarm evaluation. Measuring point The alarm limits are defined directly for the measuring point. Alarm triggers The alarm limits are defined as alarm scheme (alarm triggers). Only enabled alarms are processed in the system Lower limit value Upper limit value Hysteresis Delay in alarm notification Only enabled alarms are processed in the system Lower limit value Upper limit value Hysteresis Delay in alarm notification The following functions are available for editing measuring points: Function New Add new measuring point 2017 ROTRONIC AG Bassersdorf Switzerland Page 28 of 53

29 Archive Delete Save All information of the measuring point data set is archived and can be viewed in the archive. The data archive is described in the document E-OM-RMS-WEB. General measuring point information Measured values Events Calibration data Documents Delete measuring point irretrievably To delete a device, it is also necessary to enter a text in order to prevent accidental deletion of a device. Save measuring point settings 23 So that measuring points can be deleted, this function must be enabled in the system settings. 24 Alarms relating to this measuring point are ended automatically and labels deleted from the layout view ROTRONIC AG Bassersdorf Switzerland Page 29 of 53

30 3.4.8 Add New Measuring Point In addition to the measuring points of devices, other measuring points can also be added. Type Specify the name, type and input parameters of the measuring point. Define the other settings of the measuring point. Psychrometric and arithmetic calculation Give the measuring point a name Virtual button 2017 ROTRONIC AG Bassersdorf Switzerland Page 30 of 53

31 Define the other settings of the measuring point. Specify the name, type, input element and interval for resetting of the counter. System measuring point 2017 ROTRONIC AG Bassersdorf Switzerland Page 31 of 53

32 Define the other settings of the measuring point ROTRONIC AG Bassersdorf Switzerland Page 32 of 53

33 Add Device Measuring Point Measuring points are generated automatically when adding devices. It is, however, also possible to add measuring points to a device at a later point in time if the measuring point of the device has been archived or deleted. Visualization Select Add to add a measuring point to the device. Select the unit or calculation for the measuring point. Configure all settings of the measuring point as described in section User Rights The RMS knows various user rights, or so-called user roles. A right is linked to users and groups. As a result, a user can have different rights in different groups. This enables a very high degree of flexibility in the allocation of user rights ROTRONIC AG Bassersdorf Switzerland Page 33 of 53

34 Group structure A User Roles Administrator Operator User B C User Group A: Administrator Group A: Benutzer Group B: Operator Group C: User Group A: User Group B: User Group C: Operator Figure 18: Relation between users, user rights and group structure 3.6 Add User Rights When creating user rights, it is advisable to proceed from the strongest to the weakest as every new right can be created on the basis of an existing right. The following functions are available for creating and editing the functions: Function Filter New Delete Save Filter the list of user rights on the basis of the entry Add new user right Delete user right Save changes 2017 ROTRONIC AG Bassersdorf Switzerland Page 34 of 53

35 Every user right has the following properties: Property General ID Name Level Used by Actuate switch output Press virtual button View Chart view Table view Dashboard view Layout view Events view Events view system notification Data view Archive view Adjust Calibrate Validate Documents Setup Setup devices Setup measuring points Setup measuring points archive Setup groups Setup layout Setup alarm limits Setup alarm actions Setup alarm scripts Setup validation Setup user Setup user rights Setup notification Unique number (ROL-xxxx) Freely selectable name The priorities can be moved up and down. But a user can not create or move user rights with a higher level than this user has. List of all users who have this right Actuate switch output Press virtual button View page Chart View page Table View page Dashboard View page Layout View or edit page Event View or edit in page Event system notification View page Data Analysis View page Archive View, edit, add and delete adjustment data View, edit, add and delete calibration data View and edit validations View, edit, add and delete documents View, edit, add and delete device settings View, edit, add and delete measuring point settings Measuring points for archiving View, edit, add and delete group settings View, edit, add and delete layout settings View, edit, add and delete alarm limits View, edit, add and delete alarm actions View, edit, add and delete alarm scripts View, edit, add and delete validations View, edit, add and delete user settings View, edit, add and delete user rights View and edit notifications 2017 ROTRONIC AG Bassersdorf Switzerland Page 35 of 53

36 Setup report templates Setup reports Setup system Setup company View and edit report templates View and edit reports View and edit system data View and edit company data 3.7 User Settings The following functions are available for creating and editing users: Function Filter New Delete Save Reset password Filter the list of users on the basis of the entry Add new user Delete user Save changes Every user has the following properties: Property User info ID User name Status Number of logins Login error Settings Visible in Full name Telephone Login via LDAP Deny change password Group rights Group rights User must create a new password on next login Unique number (USR-xxxx) User name Enabled / Disabled Number of logins Number of login errors Group in which the user is visible and applicable Full name address Telephone number Allow login via LDAP User cannot change his password himself. Useful for "guest" users. Password can still be reset in the user setup. Groups and rights that the user has 3.8 Report Templates With the report template, the user defines the content of report. As many templates can be generated as the maximum allowed measuring point in the system. The single elements can be selected/unselected ROTRONIC AG Bassersdorf Switzerland Page 36 of 53

37 There s no group structure for the report templates. All templates are visible for the whole company. RTP-0 is the system report template and cannot be edited. There are three default templates for chart, table and event. These can be edited. Figure 19: Elements to be selected/unselected by checking/unchecking the respective box. Report Template ID Name Report type Header image Unique ID for the report template Name of the template Measurement data or event report By clicking the Logo, one can upload a picture as header image. (Maximum data size 512kB) Report Header Report ID Report name Report time span Report creation date Unique ID for the generated report (DOC-xx) Report name Time window of measurement data Creation date and time of the report Measuring point info (Info for each measuring point will be displayed in separate column) 2017 ROTRONIC AG Bassersdorf Switzerland Page 37 of 53

38 Measuring point ID Measuring point name Serial number Measuring point regulation status Measuring point comments Measured parameter Group Measure interval Device ID Device name Device serial number Device position Device owner Warning limits Alarm limits Statistic Data validation Unique ID for the measuring point, MPT- Name of the measuring point Serial number of the measuring point Regulation status of the measuring point Comment of the measuring point Humidity, temperature, Group of the measuring point Interval of the measurement Unique ID for the device, DEV- Name of the device Serial number of the device Position of the device Owner of the device Low and high limits for warning Low and high limits for alarm Number of measured values, min, max, average, standard deviation and MKT Validation result of data Data content Statistic summary Summary of number of measured values, min, max, average and standard deviation for all measuring points Chart Chart for all measuring points. Always one chart for all measuring points in report Chart legend legend with the MPT number of the measuring points Chart rotate 90 For big charts, possible to rotate by 90 Alarm band Alarm band will be displayed in chart, only when all measuring points have same alarm settings. Measure value table Table with single measurement values. (With big amount of measured data the report generation takes a while) Alarms 2017 ROTRONIC AG Bassersdorf Switzerland Page 38 of 53

39 Warnings summary Warning details Alarms summary Alarms details Min/max value, min/max duration and total duration of all occurred warnings. From/to time, duration, limit and min/max value for each warning separately Min/max value, min/max duration and total duration of all occurred alarms. From/to time, duration, limit and min/max value for each alarm separately Events Messages Activate different alarm levels Reminders " Warnings " Alarms " Error " Finished events Acknowledged 3.9 Report Settings With report settings, the user defines the interval, measuring points and receiver for the report. There s no group structure for the report settings. All defined report settings are visible for the whole company 2017 ROTRONIC AG Bassersdorf Switzerland Page 39 of 53

40 Figure 20: With test button, the report will be immediately generated and sent. ID Name Report template Interval Measuring points Receiver Unique ID for the Report Report Name Template for the data content. Templates are defined in «Report Templates» How often will the s be sent: Daily (Everyday 00:00) Weekly (Every Monday 00:00) Monthly (Every 1. of the month 00:00) List of the measuring points for the report (only for measurement data report) Receivers of the report 2017 ROTRONIC AG Bassersdorf Switzerland Page 40 of 53

41 4 Alarms All views show alarm and information symbols with the following meanings: Information symbol Alarm Type Message Audit trail information 25 Reminder Warning Alarm Error Events that are not urgent: Low battery (device) Simulator connected (measuring point) Reminder that a calibration is due Data gap after downloading missing measured values Measured value out of limit (measuring point) Measured value out of limit (measuring point) Urgent hardware errors: Device timeout Sensor error (measuring point) Circle of any colour (Yellow, Orange, Red, Blue) Disabled Inhibited Inhibited Inhibited Inhibited Measuring point or device disabled (under setup) Alarm is inhibited and thus suppressed. The alarm function will be resumed when the inhibition ends. Even if the alarm has ended, the inhibition will remain for the defined time. Measured value alarm is inhibited (green circle). Technical alarm is inhibited (black circle). Measured value and technical alarms are inhibited (green and black circle). The number of active alarms are displayed at any time in the top status line: Figure 21: Current system alarms in the status line As well the status of each device can be seen directly under: The chart view, under groups and measuring points. If there is an alarm in a group, the group will show the highest alarm symbol. The measuring point will show its alarm. The table view, under groups and measuring points. If there is an alarm in a group, the group will show the highest alarm symbol. The measuring point will show its alarm. The layout, under groups and measuring points. If there is an alarm in a group, the group will show the highest alarm symbol. The measuring point will show its alarm. The events, you can select what alarms you wish to see (current and in the past). The archive, you can see the events of an archived measuring point, thus the past alarms. 25 Messages are only available in the system if the function Audit Trail has been enabled by the license key ROTRONIC AG Bassersdorf Switzerland Page 41 of 53

42 4.1 Alarm Triggers There are two ways to trigger a measurement alarm: Alarm Type Measuring point alarm Alarm limits (alarm scheme) Two alarm limit types can be entered for every measuring point. Warning (lower / upper limit) Alarm (lower / upper limit) The settings can be made in the menu Tools > Setup > Measuring Points, see also chapter Instead of measuring point alarms, generally valid alarm schemes can be defined. They are applied to the desired measuring points. The settings can be made in the menu Tools > Setup > Alarm Limits, see also chapter Set Notification The user notifications can be defined for every group. The settings apply to the respective group; see group navigation on the left in Figure 22. The settings can be passed down from the higher-level group to the subordinate groups if the check mark is placed (on the right in Figure 22). Figure 22: Overview of notification settings 2017 ROTRONIC AG Bassersdorf Switzerland Page 42 of 53

43 Notifications have the following setting possibilities: Alarm Type Within work hours Outside work hours or public holidays The work hours can be set individually for every day. Work hours User 26 Type Alarm medium Alarm order Which user is to be notified Reminder Warning Alarm Error SMS Telephone call Telephone alarms are given in the order of the users as listed from top to bottom. The top user is called first, and the bottom user last of all. 26 All users who have any right in that group are selectable 2017 ROTRONIC AG Bassersdorf Switzerland Page 43 of 53

44 4.3 Inhibited Alarms Every active alarm can be inhibited for a selectable time span. No notification is emitted in this time. The alarm function is resumed as soon as the inhibit ends and the alarm is still active. Special cases: If an alarm ends during the inhibition, the inhibition remains. A measuring point can also be inhibited even if it is not in the alarm. This can be useful, for example, when carrying out a calibration and no notification shall be triggered during the process. 4.4 Active Alarm The notification is carried out as set as long as an alarm is active and not inhibited: Send Send SMS Telephone call 4.5 Repetition Interval For and SMS, the repetition interval can be set separately for every alarm level. See chapter 3.1 The telephone notification is carried out until the alarm has been inhibited or ended ROTRONIC AG Bassersdorf Switzerland Page 44 of 53

45 5 Setup This chapter describes all setup functions that have not already been described in chapter 3 System Startup. 5.1 Alarm Limits Alarm limits are schemes that can be used to trigger alarms. They are useful when the same threshold values are to be used for several measuring points or further conditions for triggering of the alarm are to be added. All alarm limits are shown that are visible to the current user on the basis of the group allocation. Unused alarm limits (no measuring point allocated) are shown with a black dot. The following functions are available for creating and editing alarm limits: Function Filter New Delete Save Filter the list of alarm limits on the basis of the entry Add new alarm limit Delete alarm limit Save changes Every alarm limit has the following properties: Property Limit info ID Name Parameter Applicable in Used by Condition Unique number (AS-xxxx) Freely selectable name The unit of the measured value must be specified correctly so that unit conversions by the system are carried out correctly Group in which the alarm limit can be applied Measuring points that use this alarm limit Switch contact or virtual switch to serve as precondition whether the alarm limit is enabled or not. Switch input 2017 ROTRONIC AG Bassersdorf Switzerland Page 45 of 53

46 Time in which the alarm thresholds 1 are enabled. Outside this time the alarm thresholds 2 are enabled. Active time Alarm thresholds 1 / 2 Enabled / Disabled Lower limit Upper limit Hysteresis Delay Action Only enabled alarms are processed in the system Lower limit value Upper limit value Hysteresis Delay for alarm release Action that is to be carried out when the alarm is triggered (see section 5.2 ) 5.2 Actions All actions are shown that are visible to the current user on the basis of the group allocation. Unused actions (no alarm limit allocated) are shown with a block dot. The following functions are available for creating and editing actions: Function Filter New Delete Save Filter the list of actions on the basis of the entry Add new action Delete action Save changes 2017 ROTRONIC AG Bassersdorf Switzerland Page 46 of 53

47 Every action has the following properties: Property Action info ID Unique number (ACT-xxxx) Name Freely selectable name Applicable in Group in which the action can be applied Used by Alarm limits that use this action Send Recipient One or more users who are to receive the Web camera system Converter Webcam URL User name Password Chart Link under which the current picture of the camera can be called up. For example: If the web camera is not directly accessible (local network protected by a firewall), the camera must be integrated via an RMS converter. URL of the webcam User name Password Adds the chart of the measuring point as an attachment Time span chart Number of hours shown in the chart 29 Repeat Repeats the in the specified interval (up to 10 times). Repeat sending of the can be ended if the alarm ends or is acknowledged. Switch relay Relays Selection of one or more relays Condition for resetting of the relay Reset Reset after Send data via TCP IP address Data on On Data on Off The relay is reset automatically at the end of this time Recipient address String that is to be sent when the alarm occurs String that is to be sent when the alarm ends 5.3 Scripts Using an IF-THEN script, it is possible to trigger an action on the basis of one or more preconditions. 27 The user must have the right to receive notifications. 28 Not applicable for alarm scripts. 29 Not applicable for alarm scripts ROTRONIC AG Bassersdorf Switzerland Page 47 of 53

48 All scripts are shown that are visible to the current user on the basis of the group allocation. Unused scripts (not enabled) are shown with a block dot. The following functions are available for creating and editing scripts: Function Filter New Delete Save Filter the list of scripts on the basis of the entry Add new script Delete script Save changes Every script has the following properties: Property Script info ID Name Alarm level Applicable in Enabled Script IF Unique number (SCR-xxx) Freely selectable name Reminder Warning Alarm Error Group in which the script can be applied Enabled / Disabled Preconditions: Condition 1: Measured value / alarm status Comparative operation: Greater than / equal / less than Condition 2: Measured value / constant All preconditions can be linked at will with AND / OR. THEN Action that is to be carried out; see section Validation The functionality of the complete system can be tested for correctness with a validation script. In this way changes and extensions in the system can be validated very easily and tested again at any point in time. By creating new validation script, user shall define the type of the test (for device or for measuring point). This setting cannot be changed later. The following functions are available for creating and editing validations: Function Filter New Filter the list of validations on the basis of the entry Add new validation 2017 ROTRONIC AG Bassersdorf Switzerland Page 48 of 53

49 Save Save changes Options Delete, import CSV, export CSV or run test Every validation has the following properties: Property Validation info ID Name Test type Test target(s) Test script Unique script ID Freely selectable name Device or measuring point test Freely selectable description Device or measuring points to be tested List of test steps with command and parameter 2017 ROTRONIC AG Bassersdorf Switzerland Page 49 of 53

50 Tests Test step Test step, definable by the user. Every test step has the following properties: Command The following commands are available per drop-down menu: o o o o o o o o Send measured value Instructs the measuring point (target) to output the desired measured value (parameter). Set Sensor Error Simulates the sensor error status of a measuring point. Set alarm delay Set alarm delay time of a measuring point. Time in seconds. Set battery value Simulates battery value. Parameter < 10% triggers low battery. Parameter > 20 clears low battery Set Timeout Simulates device timeout. Parameter: timeout in seconds Check alarm status Checks the current alarm status (parameter) of the corresponding target. Check send Checks if an with the corresponding alarm status (parameter) was sent for the selected target. Check send SMS Checks if an SMS with the corresponding alarm status (parameter) was sent for the selected target. 30 o Check telephone call Checks if a telephone call with the corresponding alarm status (parameter) was made for the selected target. 31 Parameter Depending on the command, a measured value or the alarm status can be defined here. Execute It is possible to execute the script via tools validation Actions: Start: run the script About: about from a running test Checkbox continue after error : when selected, continue with the test even after error Checkbox for measuring points / devices: selection of target to be tested Save report: save a PDF test report. Report is saved under tools documents reports File name is same as script name. 30 An SMS is not sent; the system only checks the events list. 31 A telephone call is not made; the system only checks the events list ROTRONIC AG Bassersdorf Switzerland Page 50 of 53

51 Figure 23: Validation script to test all alarm limit values of a measuring point and notification by e- mail, SMS and telephone call 5.5 Account Shows the properties of the licensed software edition ROTRONIC AG Bassersdorf Switzerland Page 51 of 53

52 6 Additional Documents Name E-IM-RMS-WEB E-OM-RMS-WEB Contents : System Installation : System Operation 2017 ROTRONIC AG Bassersdorf Switzerland Page 52 of 53

53 7 Document Versions Version Date Notes V1_0 October 2016 First version V1_1 November 2016 Channel setting of gateway added V1.1.1 April : Additional information: channel and network ID 3.1: Additional information: Import data 3.5.1: Additional information & new features: multi select, additional parameters shown, firmware update, wireless settings : New chapter: Measuring point settings. New features: multi select : New chapter: LED overview 3.5.6: New chapter: Add a device via RMS-Converter 4: Additional information & new features: alarms. 4.3: Correction: if alarm ends inhibition remains. V1.2.0 November 2017 Jia Shen, diverse chapters updated ROTRONIC AG Bassersdorf Switzerland Page 53 of 53