RMS Monitoring Software System Operation

RMS Monitoring Software System Operation 2017 ROTRONIC AG Bassersdorf Switzerland

2017 ROTRONIC AG Bassersdorf Switzerland Page 2 of 27

Contents Contents... 3 1 Overview... 4 1.1 System Requirements... 4 1.1.1 Browser...4 2 System Login... 5 3 Data Views... 6 3.1 Alarm Symbols... 6 3.1.1 Inhibit Alarms...7 3.1.2 Inhibit Groups...7 3.2 Database Manipulation Protection... 8 3.3 Chart View... 9 3.4 Table View... 10 3.5 Layout View... 11 3.6 Dashboard View... 12 3.7 Events View... 12 3.7.1 Filter Events... 14 3.7.2 Event Details... 14 3.7.3 Export Functions... 16 3.8 Data Analysis... 17 3.8.1 Show Alarm Bands... 18 3.8.2 Save Views... 18 3.8.3 Data Report... 18 3.9 Archive... 19 3.10 Documents... 20 3.11 Adjust... 21 3.12 Calibrate... 22 3.13 Validation... 24 3.14 Setup... 25 4 Additional Documents... 26 5 Document Versions... 27 2017 ROTRONIC AG Bassersdorf Switzerland Page 3 of 27

Scope: This manual is valid for the RMS Monitoring Software from Version 1.2.0. 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 operation of the implemented and running system. Installation of the software and database and implementation of the monitoring system are described in the manuals E-IM-RMS-WEB and E-SM-RMS-WEB. 1 Overview The RMS software is server software that can be accessed from anywhere with internet access as long as firewalls or other security systems do not prevent this. The system is accessed by web browser via a PC, tablet or smartphone. 1.1 System Requirements The server environment must fulfil the following requirements for the server software and database to run. 1.1.1 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 4 of 27

2 System Login Enter the URL of your RMS server in order to log into the system. http://<server>/rms 1 Figure 1: RMS start page Enter your user data and password in the login window. Figure 2: RMS login window 1 12.34.567.89/RMS is to be substituted by the number of your server and web service 2017 ROTRONIC AG Bassersdorf Switzerland Page 5 of 27

3 Data Views The RMS offers five different views to present the current system data: Chart Measured values graphically & numerically displayed Table Measured values numerically displayed Layout Measured values numerically displayed with placement in a room layout Dashboard Individual dashboard for each specific user Events Alarms, warnings, system messages The structure of the system groups is shown on the left side of every view (except Dashboard and Events). The currently selected group is shown in the respective display. 3.1 Alarm Symbols All views show alarm and information symbols with the following meanings: Information symbol Alarm Type Message Audit trail information 2 Reminder Warning Alarm Error Description 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 above limit (measuring point) Measured value above 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 is no longer enabled. Even if the alarm is over, 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 can be seen at any time in the top status line: Figure 3: Current system alarms in the status line 2 Messages are only available in the system if the function Audit Trail has been enabled by the license key. 2017 ROTRONIC AG Bassersdorf Switzerland Page 6 of 27

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. 3.1.1 Inhibit Alarms Every active alarm can be inhibited for a selectable time span by clicking the round information symbol. This function is available in all views. 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 for the set time. 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 alarm notification should be sent during the process. 3.1.2 Inhibit Groups It is possible to inhibit multiple measurements, under the table view, by selecting a number of measurement points (either with SHIFT or CTRL) and clicking on Options>Inhibit. Figure 4: Inhibit various measurement points under table view. Via this inhibition, it is possible to inhibit either the measured value alarms or the technical alarms. This function can be used when service/calibration is being carried out on the devices/measurement points. 2017 ROTRONIC AG Bassersdorf Switzerland Page 7 of 27

Figure 5: Inhibit alarm notification selection. 3.2 Database Manipulation Protection If the data are manipulated on database, this will be detected. Following data are protected from manipulation: - Measured data - Events - Event acknowledgements - Calibrations - Archive of above Once manipulation is recognized, the corresponding data will be displayed with yellow or red background, both in GUI and in PDF reports. Examples: Measured data (GUI) : Figure 6: GUI representation of measured data. 2017 ROTRONIC AG Bassersdorf Switzerland Page 8 of 27

Measured data (PDF report): Figure 7: PDF representation of measured data. Alarm table (GUI): Figure 8: GUI representation of alarm table. Alarm table (PDF report): Figure 9: PDF representation of alarm table. 3.3 Chart View Display of the current measured values graphically and numerically. This view can also show additional measuring points (without physical device): A calculation: any of the psychrometric calculations. A virtual button. A system measuring point: switch input counter, alarms time counter, measuring point alarm counter, device refresh counter, signal strength. The measuring points are organized by parameter. For each measuring point, the following information is shown when applicable: the measurement point number, the measuring point name, the information symbol, the measurement value. Figure 10: Graphic and numerical display of measured values in the Chart view Zoom Functions 2017 ROTRONIC AG Bassersdorf Switzerland Page 9 of 27

Zoom in Zoom out By dragging a window with the mouse By selecting a time span The time frame for data display can be selected in the navigation column as follows: Time Frame Description 24h Last 24 hours Week Last 7 days Month Last month Once checkbox Sync x-axis is chosen, the x-axis of all figures are synchronized. 3.4 Table View All data on the measuring points in table form. The following columns can be selected:! (Alarm status) ID Status Last refresh Device ID Device serial number Strength Measuring point name Regulation Comment Measuring point serial number Measurand (measured parameter) Measured value Position Owner Figure 11: Selection of system parameters for display Figure 12: Table view with measuring point ID, last refresh, current measured value, etc. The filter function shown in Figure 11 can be used to search in all columns by the filter criterion. 2017 ROTRONIC AG Bassersdorf Switzerland Page 10 of 27

The table can be sorted in ascending or descending order by clicking the column header. Figure 13: Sorting in the Table view 3.5 Layout View The measured values and labels are shown locally in a layout. Additional information on the measuring point is shown by a mouse-over function. Under the layout it is possible to upload a.png or.jpg background picture (limited to 512kB). It is possible to add the following labels: Measured value label Text label Web camera RMS gateway Detailed information on the creation of layouts is to be found in the manual E-SM-RMS-WEB. Figure 14: Layout view with mouse-over function at the right measuring point Webcam: If webcams have been integrated in the layout, the current picture is shown by the mouse-over function. 2017 ROTRONIC AG Bassersdorf Switzerland Page 11 of 27

3.6 Dashboard View Every user can create up to 10 own dashboards. They can only be viewed by the respective user. All users manage their own Dashboard views themselves. The dashboards can show all measuring points for which the user has read rights. The measuring points can be shown graphically and numerically. In addition to this, current alarms can be visualized as a table. Figure 6: Dashboard view with table, graphic and numerical measuring points New dashboards are created by clicking the button New..., see Figure. New dashboard elements such as charts and numerical values are inserted by clicking the button Add widget (see Figure ). The widgets can be placed in the Dashboard by simple dragging. The size of the widget is changed by dragging at the bottom right corner. Figure 16: New dashboards are created or new dashboard elements added by clicking New... or Add widget 3.7 Events View This view shows the last 50 events of the system. A distinction is drawn between the type of event and its status. The events can also be shown or hidden on the basis of these two properties. If wanted, the next 50/100/200/500/1000 events in the system can be loaded with the button Load more. Note: The Events view is only available if the function Alarm Table has been enabled by the license key. 2017 ROTRONIC AG Bassersdorf Switzerland Page 12 of 27

Information symbol Circle of any colour (Yellow, Orange, Red, Blue) Alarm Type Message Reminder Warning Alarm Error Inhibited Description Audit trail information 3 (If selected, ended events are also shown because messages are always ended events). 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 above limit (measuring point) Measured value above limit (measuring point) Urgent hardware errors: Device timeout Sensor error (measuring point) Alarm is inhibited and thus suppressed. The alarm function will be resumed when the inhibition is no longer enabled. Even if the alarm is over, the inhibition will remain for the defined time. Alarm Status Active Finished Acknowledged Description The event is still active and shown in bold (even if inhibited and acknowledged). The event is no longer active and no longer shown in bold The event has been acknowledged (shown with a tick). Figure17: Events view with all event types enabled The events can be selected in the Options window (Figure18). The filter function is used to search through the events. 3 Messages are only available in the system if the function Audit Trail has been enabled by the licence key. 2017 ROTRONIC AG Bassersdorf Switzerland Page 13 of 27

Figure18: Selection of events with Messages enabled 3.7.1 Filter Events The events can be filtered if Filter is activated in the menu Options. Except for the functions ID and Date, all filter functions can be combined additively. Alarm Type ID 4 Date 5 Event Target Details Description Search for complete ID number. Entry without EVT-. Example: EVT-123456, entry in search box 123456 All events from the selected date and older are shown. Full or partial text search Full or partial text search Full or partial text search 3.7.2 Event Details The details are shown by clicking a line in the table (Figure19). The Detail view shows the progression of the event concerned graphically. Every event can be acknowledged, closed or inhibited. Acknowledgements: Short text that the event has been seen. The error or alarm is, however, still active thereafter. Close: Ends the event. If the alarm is active, it will then immediately be set again if the value is still outside the limit value. The same applies to timeouts. A data gap must always be closed manually. Inhibit: The event is inhibited for a certain period of time or up to a certain point in time. Try again: Is only visible in the case of data gaps and calls for renewed filling up of the data gap. 4 Cannot be combined with other filter functions. 5 Cannot be combined with other filter functions. 2017 ROTRONIC AG Bassersdorf Switzerland Page 14 of 27

Figure19: Detail view for an Alarm event The following information is given in the Detail view: Name Description ID Unique ID of the event (EVT-xx) Start Start time point of the event End End time point and duration of the event Status Source Target Acknowledgements Details / Chart Open: Still active Closed: No longer active Error: System action (e.g. send e-mail, firmware update) not carried out correctly Timeout: System action not carried out within the time limit Trigger of the event, with the link to the alarm scheme. (e.g. measuring point exceeding alarm limit) The filter can be set to view all measuring points with this alarm scheme. Target of the event, with a link to the measuring point (e.g. measuring point concerned is marked red). The filter can be set to view all events with this measuring points. List of acknowledgements: here the user can acknowledge the event and enter a text stating the reason. Various additional information or, in the case of excessively high measured values, graphic display with minimum and maximum values. 2017 ROTRONIC AG Bassersdorf Switzerland Page 15 of 27

3.7.3 Export Functions Events can be exported. Figure 20: Buttons for generation of the report It is possible to export the events in PDF or CSV format. In case of PDF, it is possible to choose the report templates, which can be defined using tools setup report templates. Details can be found in the manual E-SM-RMS-WEB. It is possible to choose events to be exported. By selecting visible events, all events in the current event view will be exported. By selecting custom events, one can select the type and define the time range of the events to be exported. When exporting events as PDF files, a MD5 Hash of the file will be stored in audit trail as digital signature. User can check if the PDF file is original by using validate report. If the PDF file is modified e.g. by Adobe, the report validation will fail. Followings are two examples of results: Figure 21: Report validation successful Figure 22: Report validation not successful 2017 ROTRONIC AG Bassersdorf Switzerland Page 16 of 27

3.8 Data Analysis All historical measurements of the system (except for archived data, see chapter 3.9 ) can be shown and evaluated in the data analysis. It is possible to resize the various columns within the data analysis view with the mouse (click and pull). Figure 23: Overview of the complete data analysis function The time frame for data display can be selected in the navigation column as follows: Time Frame 24h Week Month Year From / To Description Last 24 hours Last 7 days Last month Last year Free selection of start and end time point: day / month / year / time Within the data analysis overview, it is possible to select one or various groups (with SHIFT and CTRL), then it is possible to select one or various measuring points (with SHIFT and CTRL). Under the measuring points, it is then possible to select the following columns: ID Unit Name Serial number Comment Figure 24: Possible column selections for measurement point details. It is then possible to choose between three presentation variants: Presentation Description Chart Graphic display with alarm bands and zoom functions Timestamp of the measurement Table Measuring point Measured value Number of measuring points Statistics Minimum value Maximum value 2017 ROTRONIC AG Bassersdorf Switzerland Page 17 of 27

Average value 3.8.1 Show Alarm Bands The alarm and warning limits can be shown or hidden with the menu Alarm band at the right edge of the screen ( Figure ). Figure 25: Alarm bands can be shown or hidden by measuring points 3.8.2 Save Views The current display can be saved easily in the navigation menu Saved views > Save as Earlier views can be called up again with the same menu item Saved views. Views that have already been saved can also be deleted (Figure ). Figure 26: Save, edit or delete current view 3.8.3 Data Report In the column Navigation it is possible to export the data being shown easily in the form of a finished report with the functions CSV report or PDF report. CSV report: numerical report as table PDF report: report with chart and statistical values Similar to the event report, data can be exported using templates, which can be defined using tools setup report templates. 2017 ROTRONIC AG Bassersdorf Switzerland Page 18 of 27

The generated PDF reports can be validated using events validate report. Figure 27: Selection window for generation of PDF report 3.9 Archive If the archiving function has been switched on, the measured data can be archived and not deleted 6. The Archive can be viewed via the menu Tools > Archive. It does not have a group structure. All measuring points are stored in the same archive container. Important: difference between delete and archive Delete: all traces of the measuring point will be deleted. The measured data as well as the measuring point. Archive: the measured data will be archived, and the measuring point will no longer be accessible other than through the archive function. The measuring points are sorted by their ID. With the filter function it is possible to search by the ID or name of the measuring point. Only the measuring points can be archived, the devices themselves are not archived. Figure 28: Archive view 6 The archiving function must be enabled in the software license. It can also be switched on in the system settings. 2017 ROTRONIC AG Bassersdorf Switzerland Page 19 of 27

By selecting multiple measuring points before archive, it is possible to archive all of them at the same time Various information can be shown for every measuring point. Display Description Info Measured values Events Calibrations Documents Archiving information o Archiving date o Archived by o Message Measuring point information o ID o Measuring point name o Measuring point type o Position o Regulation status o Measuring point comment Measured values selectable by start and end time point Generation of CSV report Statistical values (minimum / maximum / average) All events from the audit trail Table with the calibration data for the measuring point Documents that were uploaded for the measuring point 3.10 Documents Documents can be added for every measuring point and every device (e.g. charts, calibration reports, etc.). The documents that can be saved can relate to the measuring points (charts, calibration reports ), the devices (datasheet, manuals ) and the firmware files (firmware for automatic firmware upgrades). With the filter function it is possible to search by the ID or name of the measuring point. The generated PDF reports will be saved here as well. Figure 29: Document management for the measuring points The following features are saved for every document: Document ID Storage date Document name Description 2017 ROTRONIC AG Bassersdorf Switzerland Page 20 of 27

The following functions are available for managing documents: Function New Load Delete Description Upload a document. It is allocated to the currently selected measuring point/device. The document may not be bigger than 1MB 7. Download the selected document Delete the selected document 3.11 Adjust All Rotronic RMS input modules (RMS-LOG, RMS-ADC, RMS-MLOG, RMS-MADC) can be adjusted. In addition to this, Rotronic devices in the HC2 generation that are connected via the RMS converter can also be adjusted. The navigation list contains all measuring points with adjustment function, see Figure. With the filter function it is possible to search by the ID, name or parameter of the measuring point. Figure 30: Adjustment information using a Mini Logger as an example (only temperature measurement) Information Last refresh Factory default User adjustment Description Time that has passed since the last reading out of the adjustment information. The adjustment information is refreshed by clicking Refresh now. Date and reference value(s) of the factory adjustment. Date and reference value(s) of the last user adjustment. 7 The maximum permissible file size can be set in the RMS server software. 2017 ROTRONIC AG Bassersdorf Switzerland Page 21 of 27

Acquired values Measurement The calibration values stored in the device or probe (nominal value, actual value and difference). Individual stored values can also be deleted. Selection of a measuring point in the system as reference or manual entry of the reference value. The following functions are available for acquiring calibration values and adjusting the measuring point 8. In order to adjust a measurement point, a reference value can be added: Manual input. By selecting another device that is located in the RMS system. Function Acquire Adjust Acquire + adjust Delete user adjustment Description Saves the current measured and reference value in the probe Adjusts the probe on the basis of the stored nominal and actual values Acquires the reference value and adjusts the measuring point immediately with it Resets the probe on the factory default 3.12 Calibrate All measuring points in RMS can be calibrated. The calibration data are stored in the database. If supported by the measuring point, the calibration data can also be written in the device. Figure 31: Calibration function in RMS 8 Important: In the case of wireless data loggers, it is only possible to write to or read from the device during the measurement interval. This means that it can take up to the set interval before the data are sent to or read from the device. 2017 ROTRONIC AG Bassersdorf Switzerland Page 22 of 27

Information Parameter Measurement Description Tolerance: Permissible deviation of the measured value can be added in either absolute or percent values. Reference info: User information on the reference Environment: User information on the environmental conditions Current measured value Reference: Reference value (manually or from another measuring point in the system) Temperature 9 : Reference value of the temperature measuring point Difference: shows the difference between the current value and the reference. Result: Calibrations Next calibration Date and reference value(s) of the last calibrations. Here it is possible to enter a reminder for the next calibration. The reminder will appear with the yellow information symbol at the due date. The following functions are available for acquiring the calibration values of the measuring point 10 : Function Description Execution of the calibration. In the pop-up window you can enter a comment on the calibration and select between input and output calibration. Calibrate! Generate report Options Generates a PDF report with all or the selected calibration values Acquire in sensor Writes the calibration values in the measuring point sensor for a possible later adjustment. 9 Is only shown for humidity measuring points because the humidity measurement is also dependent on the temperature. 10 Important: In the case of wireless data loggers, it is only possible to write to the device during the measurement interval, i.e. it can take up to the length of an interval before the data can be sent to the device. 2017 ROTRONIC AG Bassersdorf Switzerland Page 23 of 27

Calibration mode 11 Increases the interval of the measuring point in order to obtain faster refreshing of data during the calibration. 3.13 Validation The RMS can be validated at the press of a button. The menu Tools > Validation lists all validation routines available. The creation of validation routines and further detailed information are to be found in the manual E-SM-RMS-WEB. Figure 32: Completely executed validation function Function Start Abort Continue after error Description Execute the selected script Abort from an executing validation Execution of the validation will continue in case of error. 11 Can only be used for measuring intervals greater than one minute. 2017 ROTRONIC AG Bassersdorf Switzerland Page 24 of 27

Important Boundary Conditions: The measured values sent for the validation are not recorded! The live view (Chart / Table / Dashboard) is updated with the validation points, these values are replaced with the real values after 24 hours. SMS and telephone alarms are not triggered during the validation routine. Only the triggering of events is checked. When a validation is started, the devices of the measuring points involved are switched offline for one minute for monitoring purposes. The measured values are stored locally in the data logger during this time and downloaded after the validation. E-mails that are triggered by the validation routine are marked Validation. 3.14 Setup This section contains all settings for the RMS system. The complete system can be set up and changed in this menu. The functions are described in detail in the document E-SM-RMS-WEB. The functions are listed and described briefly below. Function Devices Measuring points Groups Layout Alarm scheme Actions Scripts Validation User User rights Notifications System Account Description Add, remove, edit devices Add, remove, edit measuring points Add, remove, change, sort groups Add, remove, edit background layouts and labels Add, remove, edit alarm schemes Add, remove, edit actions Add, remove, edit function scripts (IF-WHEN-THEN) Add, remove, edit validation scripts Add, remove, edit users Add, remove, edit user rights Add, remove, edit alarm notifications Edit system settings Information on the user account 2017 ROTRONIC AG Bassersdorf Switzerland Page 25 of 27

4 Additional Documents Name E-IM-RMS-WEB E-SM-RMS-WEB Contents : System Installation : System Startup 2017 ROTRONIC AG Bassersdorf Switzerland Page 26 of 27

5 Document Versions Version Date Notes V1_0 June 2016 First version V1_1 October 2016 Various spelling corrections, layout changes V1.1.1 April 2017 3.1: Additional information & new features: new alarm table and where alarms are found. 3.1.1: Additional information & new features: Alarm Inhibition: if alarm ends inhibition remains. 3.1.2: New features: Inhibit groups 3.2: Additional information: Chart view 3.3: New feature: additional parameters shown. 3.6: Additional information & new features: new alarm table 3.6.2: New feature: new source and target links. 3.7: Additional information & new features: resize columns, additional parameters shown, multi select. 3.7.3: Additional information: reports. 3.9: New features: measuring point, devices, firmware files. 3.10: Additional information: adjustment. 3.11: Additional information: calibration 3.12: Additional information: important boundary conditions update 3.13: Correction: Alarms limited changed to alarm scheme V1.2.0 November 2017 Jia Shen, diverse chapters updated 2017 ROTRONIC AG Bassersdorf Switzerland Page 27 of 27