Edwards EST Instruction Manual

D372-17-880

Issue C

Instruction Manual

Equipment Support Toolkit (EST)

Description	Item Number
Equipment Support Toolkit (EST)	D372-19-650D

Original Instructions

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				D372-17-880 Issue C
		Contents
		Section		Page
		1	Introduction .......................................................................................	1
		1.1	Scope and definitions ...................................................................................................	1
		1.2	Introduction ..............................................................................................................	1
		2	Installation .........................................................................................	3
		2.1	Computer requirements ................................................................................................	3
		2.2	Installing the EST software application ..............................................................................	3
		2.3	Removing EST from your system .......................................................................................	4
		2.4	Registering and activating your product .............................................................................	4
		2.5	Establish communications between EST and equipment ..........................................................	6
		3	Equipment support toolkit - main features .................................................	11
		4	Using the monitoring tools ....................................................................	15
		4.1	Overview .................................................................................................................	16
		4.2	Equipment detection ...................................................................................................	16
		4.3	The Alert Handler .......................................................................................................	17
		4.4	Equipment Control ......................................................................................................	18
		4.5	Viewing parameters using the gauge tool ...........................................................................	18
		4.6	Parameter message monitoring .......................................................................................	20
		4.7	Reading system serial numbers .......................................................................................	21
		4.8	Viewing alert setpoints ................................................................................................	22
		4.9	Using the Parameter Trend Viewer (live data graphing) .........................................................	22
		5	The Configuration Handler ....................................................................	25
		5.1	Selecting the Configuration Handler .................................................................................	25
		5.2	Configuration Handler toolset ........................................................................................	25
		5.3	Configuration Handler - creating a new folder .....................................................................	26
		5.4	Configuration Handler - viewing a configuration set ..............................................................	26
		5.5	Configuration Handler - renaming a set .............................................................................	27
		5.6	Configuration Handler - deleting a set ..............................................................................	28
		5.7	Configuration Handler - duplicating a set ...........................................................................	28
		5.8	Configuration Handler - comparing a set ...........................................................................	28
		5.9	Configuration Handler - importing a set ............................................................................	29
		5.10	Configuration Handler - acquiring configuration data ............................................................	31
		5.10.1	Acquiring data from equipment ......................................................................................	31
		5.10.2	Acquiring data from a TIM Recipe Handler .........................................................................	35
		5.11	Configuration Handler - applying configuration data .............................................................	36
		5.11.1	Applying a Configuration Set ..........................................................................................	37
		5.11.2	Applying Sets to a TIM Recipe Handler ..............................................................................	40
		5.12	Configuration Handler - Recipe Handler Utilities ..................................................................	42
		6	The Data Logger ................................................................................	45
		6.1	Retrieving data using the Internal Logger Utility ..................................................................	45
		6.2	Exporting Internal logged data using ‘Export Logged Data Sets’ ................................................	46
		6.3	Deleting Sets of logged data ..........................................................................................	48
		7	Selecting display unit preferences ...........................................................	49
	cg/04/13	8	XML equipment data synchronisation ........................................................	51
		9	The Equipment Clock Synchronisation tool	53
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Contents

D372-17-880 Issue C

Contents

10

11

11.1

11.2

11.3

View/change the ethernet settings ..........................................................	55
Service tools .....................................................................................	57
Device defaulter ........................................................................................................	57
TIM/ AIM/ iTIM/ MicroTIM I/O Viewer ...............................................................................	58
Zero Sensors .............................................................................................................	58

12	The Help Menu ..................................................................................	59
12.1	Help > About .............................................................................................................	59
12.2	Help > Licence ..........................................................................................................	60
13	Troubleshooting .................................................................................	61
	For return of equipment, complete the HS Forms at the end of this manual.
Illustrations
Figure		Page
1	Removing EST from your system .......................................................................................	4
2	Registration screen ......................................................................................................	5
3	Mail details and security code .........................................................................................	5
4	Activation code window ................................................................................................	6
5	Licence validation .......................................................................................................	6
6	PLF RS232 communications windows (initial settings) .............................................................	7
7	Serial communication settings .........................................................................................	8
8	Detected equipment (serial) ...........................................................................................	8
9	Adding Ethernet PLF communications ................................................................................	9
10	Setting the IP address on a Windows PC ............................................................................	10
11	Equipment list in EST window ........................................................................................	10
12	Typical EST main view (iGX pump connected) .....................................................................	11
13	EST menus ...............................................................................................................	12
14	Device information pop-up window ..................................................................................	12
15	Detected equipment icon .............................................................................................	12
16	Detected equipment, system controller example .................................................................	13
17	The monitoring menu ..................................................................................................	15
18	Example overview ......................................................................................................	16
19	Alert Handler (maximised) ............................................................................................	17
20	Alert Handler (minimised) .............................................................................................	17
21	Alert message information ............................................................................................	17
22	Alert over (coloured text on white background and end time shown) .........................................	18
23	Equipment control ......................................................................................................	18
24	Typical gauge pane view (iF400 default selection) ................................................................	19
25	Gauges - select parameters ...........................................................................................	20
26	Parameter message monitor ..........................................................................................	20
27	Serial number viewer ..................................................................................................	21
28	Setpoint viewer .........................................................................................................	22
29	Parameter trend view ..................................................................................................	23
30	Select setpoint limits ...................................................................................................	23
31	Selecting the Configuration Handler .................................................................................	25
32	EST Configuration Handler toolbar ...................................................................................	25
33	EST Configuration Handler, tool selection drop down list ........................................................	26
34	Creating a new folder ..................................................................................................	26
35	Viewing a set ............................................................................................................	27
36	Compare Sets, compare sets for comparison .......................................................................	28

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		D372-17-880 Issue C
37	Importing a Configuration Set, select source folder ..............................................................	29
38	Importing a Configuration Set, source folder selected ...........................................................	29
39	Importing a Configuration Set, select set for import .............................................................	30
40	Importing a Configuration Set, confirm import ....................................................................	30
41	Importing a Configuration Set, import successful .................................................................	31
42	Select acquired data source (equipment) ...........................................................................	32
43	Choose configuration items ...........................................................................................	33
44	Individual configuration items selected .............................................................................	33
45	Acquired data report ...................................................................................................	34
46	Naming an acquired set ................................................................................................	34
47	Select acquired data source (Recipe Handler) .....................................................................	35
48	Acquire data from TIM, choose equipment type ...................................................................	35
49	Acquire data from TIM, choose items ...............................................................................	36
50	Apply Set to equipment, selecting a set ............................................................................	37
51	Apply Set, select equipment (system) as destination .............................................................	38
52	Apply Set, check offset ................................................................................................	38
53	Apply Set, display contents ...........................................................................................	39
54	Apply Set to equipment ................................................................................................	39
55	Select TIM Recipe Handler ............................................................................................	40
56	View TIM Recipe Handler contents (TIM/iTIM only) ...............................................................	41
57	View MicroTIM Recipe Handler contents ............................................................................	42
58	MicroTIM and TIM/iTIM Recipe Handler Utility, example views .................................................	43
59	Internal Logger Utility start screen ..................................................................................	45
60	Internal Logger Utility, enter log file name and description .....................................................	45
61	Internal Logger Utility, select internal log .........................................................................	46
62	Internal Logger Utility, acquiring internal logs ....................................................................	46
63	Selecting a logged data set for export ..............................................................................	47
64	Choose a name and location for the exported set .................................................................	47
65	Deleting logged data ...................................................................................................	48
66	Unit Preference Selection (default shown) .........................................................................	49
67	XML synchronisation start screen .....................................................................................	51
68	Establish internet connection .........................................................................................	51
69	Checking/updating equipment XML files ............................................................................	52
70	XML synchronisation ....................................................................................................	52
71	Clock Synchronisation tool ............................................................................................	53
72	Set date ..................................................................................................................	53
73	View/change ethernet settings .......................................................................................	55
74	Device defaulter ........................................................................................................	57
75	TIM/ AIM/ iTIM/ MicroTIM I/O Viewer ...............................................................................	58
76	Zero Sensors .............................................................................................................	58
77	Help About pane ........................................................................................................	59
78	Licence Manager pane .................................................................................................	60

Contents

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D372-17-880 Issue C

ContentsAssociated publications

Publication title

Vacuum Pump and Vacuum System Safety

Publication number

P400-40-100

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D372-17-880 Issue C

1 Introduction

1.1Scope and definitions

This manual provides installation and operating instructions for the Edwards Equipment Support Toolkit (abbreviated to 'EST') software. This software must be used in accordance with this manual.

Read this manual before installing and using the EST software. Important safety information is highlighted as WARNING and CAUTION instructions; these instructions must be obeyed. The use of WARNINGS and CAUTIONS is defined below.

WARNING

Warnings are given where failure to observe the instruction could result in injury or death to people.

CAUTION

Cautions are given where failure to observe the instruction could result in damage to the equipment, associated equipment and process.

Throughout this manual, page and figure numbers are sequential.

1.2Introduction

The EST software is a PC based, Microsoft™ Windows compatible program that provides a user with enhanced control and monitoring of an attached Edwards dry pumping system.

EST can be used with the PDT or system connection of the following range of Edwards products:

iXH, iXL, iXM, GXS, pXH

iGX, GX, pHMB

IPX, EPX with End User Module

iL, iH (MK2 and later)

iF

Axiom

Multiple pump systems using the System Controller and combinations of the above pumps

Introduction

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D372-17-880 Issue C

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D372-17-880 Issue C

2 Installation

2.1Computer requirements

The following hardware and software will be required to run the EST software with satisfactory performance:

Processor	Processor 1.5 GHz or better
Operating System	Microsoft™ Windows 10 / 8 / 7 / XP
	(32-bit or 64-bit OS supported)
RAM	2 GB RAM minimum
HDD Space	10% of free Hard Drive space
	(minimum 5 GB)
Graphics	1024x768 Graphics minimum
	(1280x1024 or better recommended)

EST does not support the following pre-Windows XP operating Systems: Windows 98, Windows 2000/ME, Windows Vista.

EST is not compatible with the Apple™ MAC OS.

Edwards cannot be held responsible for any problems resulting from the use of EST with an operating system other than Windows 10 / 8 / 7 or XP.

2.2Installing the EST software application

Note: To install and use EST, the user is required to have Local Administrator Rights. If in doubt please contact your IT department.

The EST application (D37219650) can be downloaded from the Internet website:

www.upgrades.edwardsvacuum.com/producttemplate/en/index.html

Customers purchasing EST are supplied with a kit that includes a card with a serial number code. This unique code must be used to register each installation of EST prior to first use. Detailed instructions for registering EST are provided later in this manual.

Ensure that all other applications are closed down and no error messages are present. If installing over a previous version of EST, it is recommended that you go to Control Panel > Add or Remove Programs and delete all previous versions of EST.

Copy the EST setup file to a local folder on your PC via your Internet browser and then run it.

EST setup performs a local user install, meaning each user has the to install it on a a given PC.

Follow the on-screen instructions to complete the installation.

Installation

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D372-17-880 Issue C

Installation

2.3Removing EST from your system

EST can be removed from your system by going to the 'Add or Remove Programs' utility on the Control Panel.

Figure 1 - Removing EST from your system

2.4Registering and activating your product

Before using EST, the package must be registered and activated via email. The EST kit contains a card that has a unique serial number. The serial number is used by Edwards to identify your personal copy of EST. The Licence Agreement with Edwards Limited permits one instance of EST to be installed per serial number. After installation, the card with the serial number should be kept in a secure place.

To register and activate your copy of EST, go to Start, Programs, Edwards Applications and select the Equipment Support Toolkit package. On running EST for the first time, the following Registration and Activation sequence will be initiated:

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Figure 2 - Registration screen

D372-17-880 Issue C

Installation

The registration screen requires the user to enter the serial number from the EST kit card and full address details. To enable the 'Request Activation Code' button, every line of the address details must be completed. It is important that the user name and address details are entered correctly as the information is used by Edwards Limited to inform users of product updates.

Click on the 'Request Activation Code' button to proceed.

Figure 3 - Mail details and security code

If you are installing EST on a PC with email capability that is connected to the internet, use the 'Mail' button to send your registration details and security code to the Licence Mailbox:-

[e-mail]

If you do not have access to email from the EST host PC, use the 'Copy Data to Clipboard' to paste the information into a text document. The document can then be copied onto another PC and e-mailed to the Licence Mailbox above.

Note: The Licence Mailbox at Edwards is administered manually. A response to your request will usually be made within 24 hours but can take longer at weekends or when National holidays occur.

Upon receiving the activation code, click on 'Enter Code' and type or paste the number into the space provided as shown below:

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D372-17-880 Issue C

Installation

Click on OK.

Figure 4 - Activation code window

Figure 5 - Licence validation

Click on 'OK'. The Equipment Support Toolkit is now ready for use.

Note: The application will restart after the registration process is complete.

2.5Establish communications between EST and equipment

Connection to compatible Edwards equipment can be achieved using the USB to 5-way XLR (RS232 Serial) Lead - Part No. D49951139. This cable is supplied as part of the USB Pump RS232 Interface Kit, part no. D372-15-805. The package is normally supplied as part of the Equipment Support Toolkit bundle.

Windows will attempt to install the USB driver automatically soon after the USB cable is first plugged in. If this is unsuccessful please refer to the detailed instructions for setting up and using the cable, plus USB drivers, that are available on the Edwards Software Downloads website:

http://upgrades.edwardsvacuum.com/producttemplate/en/est.shtml

Note: iH pre mk5 and EPX End User Module have an RJ12 connector, the following conversion cable is required:

D37370726

PDT ADAPTOR,RJ12 PLG/5W XLR SKT

The cable is also included as part of the package 'USB Pump RS232 Interface Kit' (Edwards Item number D37215805).

For pumps that are equipped with a LON port only, (iQ, iL, iPX), please contact Edwards for further information.

The cable and drivers should be installed before continuing with this section.

Connection to compatible Edwards equipment can be also achieved via Ethernet TCP/IP communications, using standard RJ45 to RJ45 patch cable.

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D372-17-880 Issue C

Communications between EST and the connected equipment utilise an Edwards® proprietary protocol named 'Pump Local Format' (or PLF).

To configure PLF communications, launch EST and select the 'Options' menu. Select the utility 'PLF Communications Settings'

Figure 6 - PLF RS232 communications windows (initial settings)

Upon opening the PLF Communications Settings window for the first time, settings panes for both LON and serial communications will be displayed.

To enable your communications hardware, proceed as follows:

Installation

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D372-17-880 Issue C

Installation

Figure 7 - Serial communication settings

Follow the above steps to select desired serial port (note that actual port allocations may differ from the example shown above).Successful Communications will be indicated by the interface status changing to 'open (packed)'. Additionally, the 'Detected Equipment' window will show the identity of the connected equipment (see example below).

Figure 8 - Detected equipment (serial)

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D372-17-880 Issue C

If the pump is iGX, iXH, iXL, iXM, GXS or CXS, then Ethernet communications can be used to talk to the pump. This is the fastest communications protocol for these pump types and is therefore recommended. To select Ethernet communications with a pump, choose PLF over TCP/IP as the PLF communications settings.

If the pump isn't already connected to an Ethernet network, plug a cable directly from the pump to the Ethernet socket on your PC. If it is on a network, connect your PC to the switch nearest the pump with an Ethernet cable.

Figure 9 - Adding Ethernet PLF communications

To find the IP address of your pump, connect a PDT and look under Setup->IP Config->IP address.

This IP address should be listed as one of the addresses in the table TC/IP Addresses to use. Select it and then press 'Done' to enable communications. Alternatively, you can identify the pump using its serial number and then press 'Done'.

If the pump is not in the list of IP addresses, then the PC's net mask or IP address domain might not be set correctly. In that case, go to the Windows Control Panel/Network and Sharing Center and select the ethernet connection to be used. Edit the Local Area Connection properties by pressing the LAN settings button, selecting Internet Protocol Version 4 (TCP/IPv4) from the list and press 'Properties'. Enter a compatible IP address to make the pump visible (one with the same Subnet ID. If both your PC and the pump are already on the same network, then you shouldn't need to do this.

Installation

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D372-17-880 Issue C

Installation

Figure 10 - Setting the IP address on a Windows PC

Once you have Ethernet communications with the pump, then the pump will be listed with its IP address in the left hand side 'Equipment' box in the EST window.

Figure 11 - Equipment list in EST window

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D372-17-880 Issue C

3Equipment support toolkit - main features

Figure 12 - Typical EST main view (iGX pump connected)

Key to EST Main View:

1.Main Menu and navigation icons - provides access to Monitoring menu, Service menu, Utility menu, Logger menu, options and Help. Each menu will be covered in more detail in later sections.

features main - toolkit support Equipment

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D372-17-880 Issue C

features main - toolkit support Equipment

Figure 13 - EST menus

2.Equipment Control - enables the pump to be started and stopped and provides feedback of pump status. The user can also take control from another control source such as a pump display terminal (PDT).

3.Detected Equipment. The currently connected equipment is shown here. Placing your mouse pointer directly over the equipment name will display a pop-up window showing details of the connected device.

Figure 14 - Device information pop-up window

The equipment icon gives an instant indication of the running status and the alert status. When connected to equipment hosting multiple devices, a separate icon will be shown for each device.

Figure 15 - Detected equipment icon

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D372-17-880 Issue C

Figure 16 - Detected equipment, system controller example

4.Main window. The example in figure 19 shows the default Overview page. Different pages (or tools) can be chosen from the icons or from the menu system. The various tools available will be described in later sections of this manual.

5.Alert handler - lists alerts as they occur and provides a simple alert administration facility. The user can clear individual alerts, all alerts or all inactive alerts. Clearing active alerts will result in the alerts re-appearing in the alert handler as they are broadcast from the connected equipment. The Alert Handler is covered in more detail in a later section.

6.Communications Activity Window - shows message activity between EST and connected equipment.

7.Indicators to show when last XML synchronisation occurred and status of EST Licence. The XML files contain equipment-specific messages that are used by EST.

features main - toolkit support Equipment

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D372-17-880 Issue C

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D372-17-880 Issue C

4 Using the monitoring tools

EST provides a comprehensive set of tools to monitor connected equipment. The tools can be accessed via the Monitoring menu shown below:

Figure 17 - The monitoring menu

The monitoring menu is split into two sections:

The top section contains the 'default' tools that normally occupy the application - these tools are enabled and shown at their maximum size when the application is first opened

The lower section of the monitoring menu lists a selection of single-task monitoring tools that enable the user to monitor equipment data in more detail

The following sections explain how to use each tool.

tools monitoring the Using

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