EXFO FTB-5230S User Manual

FTB-5230S/-OCA
Optical Spectrum and Channel Analyzers
for FTB-200 v2
User Guide
Copyright © 2013 EXFO Inc. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form, be it electronically, mechanically, or by any other means such as photocopying, recording or otherwise, without the prior written permission of EXFO Inc. (EXFO).
Information provided by EXFO is believed to be accurate and reliable. However, no responsibility is assumed by EXFO for its use nor for any infringements of patents or other rights of third parties that may result from its use. No license is granted by implication or otherwise under any patent rights of EXFO.
EXFO’s Commerce And Government Entities (CAGE) code under the North Atlantic Treaty Organization (NATO) is 0L8C3.
The information contained in this publication is subject to change without notice.
Trademarks
EXFO’s trademarks have been identified as such. However, the presence or absence of such identification does not affect the legal status of any trademark.
Units of Measurement
Units of measurement in this publication conform to SI standards and practices.
Patents
Feature(s) of this product is/are protected by one or more of US patents 6,636,306; 8,358,930; 8,364,034 and equivalent patents pending and granted in other countries; patent appl. US 2013/0163987 A1; and US patents 6,612,750 and 8,373,852.
Version number: 10.0.9
ii FTB-5230S/-OCA
Contents
Certification Information ........................................................................................................v
1 Introducing the FTB-5230S/-OCA Optical Spectrum
and Channel Analyzers ................................................................................. 1
Models ....................................................................................................................................2
Typical Applications ................................................................................................................2
Optional Software Packages ...................................................................................................3
Post-Processing Application ....................................................................................................3
Conventions ............................................................................................................................4
2 Safety Information ....................................................................................... 5
3 Getting Started with Your OSA/OCA ............................................................ 7
Inserting and Removing Test Modules ....................................................................................7
Starting Module Applications ...............................................................................................13
4 Preparing Your OSA/OCA for a Test ........................................................... 17
Cleaning and Connecting Optical Fibers ...............................................................................17
Installing the EXFO Universal Interface (EUI) .........................................................................19
Selecting a Test Mode ...........................................................................................................20
Nulling Electrical Offsets .......................................................................................................22
Performing User Calibration ..................................................................................................24
Using the Autonaming Feature .............................................................................................36
5 Setting Up the Instrument in WDM Mode ................................................ 43
Defining Preferences .............................................................................................................45
Setting Up WDM Analysis Parameters ...................................................................................61
Setting Up Acquisition Parameters ........................................................................................88
6 Setting Up the Instrument in Drift Mode ................................................. 91
Defining Preferences .............................................................................................................93
Setting Up Drift Analysis Parameters ..................................................................................107
Setting Up Acquisition Parameters ......................................................................................132
Building a Custom Drift Measurement ................................................................................139
7 Setting Up Your OCA ................................................................................ 149
8 Starting a Measurement .......................................................................... 153
OSA/OCA iii
9 Managing Files and Test Configurations .................................................155
Using the Discover Feature .................................................................................................155
Managing Measurement Files .............................................................................................158
Opening Other Test Mode Files in WDM Mode ...................................................................162
Managing Favorites ............................................................................................................163
Importing a Configuration from the Current Trace .............................................................173
Using a Restore Point ..........................................................................................................173
10 Managing Results .....................................................................................175
Managing WDM Test Results ..............................................................................................176
Managing Drift Test Results ................................................................................................185
Managing OCA Test Results ................................................................................................196
Adjusting the Display Size ...................................................................................................201
Viewing WDM Graph in Full-Screen Mode ..........................................................................203
Using Zoom Controls ..........................................................................................................204
Managing Markers .............................................................................................................206
Managing Trace Information ..............................................................................................210
Generating Reports .............................................................................................................214
11 Maintenance ..............................................................................................217
Cleaning EUI Connectors ....................................................................................................217
Recalibrating the Unit .........................................................................................................220
Recycling and Disposal (Applies to European Union Only) ..................................................221
12 Troubleshooting ........................................................................................223
Viewing Online Documentation ..........................................................................................223
Contacting the Technical Support Group ............................................................................224
Transportation ....................................................................................................................226
13 Warranty ....................................................................................................229
General Information ...........................................................................................................229
Liability ...............................................................................................................................230
Exclusions ...........................................................................................................................231
Certification ........................................................................................................................231
Service and Repairs .............................................................................................................232
EXFO Service Centers Worldwide ........................................................................................233
A Technical Specifications ............................................................................235
Index ...............................................................................................................237
iv FTB-5230S/-OCA

Certification Information

Certification Information
North America Regulatory Statement
This unit was certified by an agency approved in both Canada and the United States of America. It has been evaluated according to applicable North American approved standards for product safety for use in Canada and the United States.
Electronic test and measurement equipment is exempt from FCC part 15, subpart B compliance in the United States of America and from ICES-003 compliance in Canada. However, EXFO Inc. makes reasonable efforts to ensure compliance to the applicable standards.
The limits set by these standards are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the user guide, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense.
Modifications not expressly approved by the manufacturer could void the user's authority to operate the equipment.
European Community Declaration of Conformity
An electronic version of the declaration of conformity for your product is available on our website at www.exfo.com. Refer to the product’s page on the Web site for details.
OSA/OCA v
1 Introducing the
Input port
Handle
FTB-5230S/-OCA Optical Spectrum and Channel Analyzers
The FTB-5230S Optical Spectrum Analyzer (OSA) is designed to measure optical power as a function of wavelength or frequency and Optical Signal to Noise Ratio (OSNR) based on the IEC method (interpolation method).
It offers truly portable spectral characterization for DWDM network commissioning.
The FTB-5230S-OCA Optical Channel Analyzer (OCA) is designed to measure optical power as a function of wavelength or frequency.
OSA/OCA 1
Introducing the FTB-5230S/-OCA Optical Spectrum and Channel Analyzers

Models

Models
The OSA/OCA comes in different models:
The FTB-5230S is an entry-level optical spectrum analyzer that is ideal
for a variety of field applications, including DWDM and CWDM network commissioning and troubleshooting. The test modes available for your module are WDM and Drift.
The FTB-5230S-OCA (Optical Channel Analyzer): This model is
designed to measure optical power as a function of wavelength or frequency. It offers truly portable spectral characterization for CWDM and DWDM network commissioning.

Typical Applications

You can use your OSA/OCA for the following tasks:
Characterizing channels in the O- to U-band spectra (OSA only)
Troubleshooting and monitoring key parameters on CWDM or DWDM
signals to check system stability
Characterizing all channel spacings, from 50 GHz DWDM to CWDM
Testing high-speed networks (beyond 40 Gbit/s)
2 FTB-5230S/-OCA
Introducing the FTB-5230S/-OCA Optical Spectrum and Channel Analyzers

Optional Software Packages

Optional Software Packages
Optional software options are available for your OCA application.
Note: Software options are not available on the OSA.
Option Name Description
WDM This option enables you to perform full WDM analyses as
well as WDM drift measurements, just as you would with an FTB-5230S OSA.

Post-Processing Application

A post-processing, or offline version of the application is available for you to use on a conventional computer. This offline version has most of the module application, but does not allow you to perform acquisitions.
Note: The post-processing application is not available for the OCA.
OSA/OCA 3
Introducing the FTB-5230S/-OCA Optical Spectrum and Channel Analyzers

Conventions

Conventions
Before using the product described in this guide, you should understand the following conventions:
WARNING
Indicates a potentially hazardous situation which, if not avoided, could result in death or serious injury. Do not proceed unless you understand and meet the required conditions.
CAUTION
Indicates a potentially hazardous situation which, if not avoided, may result in minor or moderate injury. Do not proceed unless you understand and meet the required conditions.
CAUTION
Indicates a potentially hazardous situation which, if not avoided, may result in component damage. Do not proceed unless you understand and meet the required conditions.
IMPORTANT
Refers to information about this product you should not overlook.
4 FTB-5230S/-OCA

2 Safety Information

WARNING
Do not install or terminate fibers while a light source is active. Never look directly into a live fiber and ensure that your eyes are protected at all times.
WARNING
The use of controls, adjustments and procedures other than those specified herein may result in exposure to hazardous situations or impair the protection provided by this unit.
IMPORTANT
When you see the following symbol on your unit , make sure that you refer to the instructions provided in your user documentation. Ensure that you understand and meet the required conditions before using your product.
IMPORTANT
Other safety instructions relevant for your product are located throughout this documentation, depending on the action to perform. Make sure to read them carefully when they apply to your situation.
CAUTION
The following symbol indicates that your unit is equipped with a laser source: .
OSA/OCA 5
Safety Information
Your instrument is a Class 1 laser product in compliance with standards IEC 60825-1: 2007 and 21 CFR 1040.10, except for deviations pursuant to Laser Notice No. 50, dated June 24, 2007. Invisible laser radiation may be encountered at the output port.
The following label indicates that a product contains a Class 1 source:
The maximum input power for the FTB-5230S/-OCA Optical Spectrum and Channel Analyzers is 4 W. For more information on equipment ratings, refer to the user documentation for your platform.
6 FTB-5230S/-OCA
3 Getting Started with Your
OSA/OCA

Inserting and Removing Test Modules

CAUTION
Never insert or remove a module while the FTB-200 v2 is turned on. This will result in immediate and irreparable damage to both the module and unit.
CAUTION
To avoid damaging your unit, use it only with modules approved by EXFO.
WARNING
When the laser safety LED is flashing, at least one of your modules is emitting an optical signal. Please check all modules, as it might not be the one you are currently using.
OSA/OCA 7
Getting Started with Your OSA/OCA
Inserting and Removing Test Modules
To insert a module into the FTB-200 v2:
1. Turn off your unit.
2. Position the unit so that its front panel is facing you.
8 FTB-5230S/-OCA
Getting Started with Your OSA/OCA
Inserting and Removing Test Modules
3. Take the module and place it vertically so that the retaining screw hole is at the left of the connector pins.
CAUTION
Inserting a module upside down could result in permanent damage to the module, as the connector pins might be bent.
4. Insert the protruding edges of the module into the grooves of the unit’s module slot.
5. Push the module all the way to the bottom of the slot, until the retaining screw makes contact with the unit casing.
6. Place the unit so that its bottom panel is facing you.
OSA/OCA 9
Getting Started with Your OSA/OCA
Turn retaining screws
clockwise
Bottom panel
Inserting and Removing Test Modules
7. While applying slight pressure to the module, lift the mobile part of the retaining screw and use it to turn the retaining screw clockwise until it is tightened.
This will secure the module into its “seated” position.
When you turn on the unit, the startup sequence will automatically detect the module.
10 FTB-5230S/-OCA
Getting Started with Your OSA/OCA
Turn retaining screws
counterclockwise
Bottom panel
Inserting and Removing Test Modules
To remove a module from the FTB-200 v2:
1. Turn off your unit.
2. Position the unit so that the bottom panel is facing you.
3. Lift the mobile part of the retaining screw and use it to turn the
retaining screw counterclockwise until it stops.
The module will be slowly released from the slot.
4. Place the unit so that the top panel is facing you.
OSA/OCA 11
Getting Started with Your OSA/OCA
Inserting and Removing Test Modules
5. Hold the module by its sides or by the handle (NOT by the connector) and pull it out.
CAUTION
Pulling out a module by a connector could seriously damage both the module and connector. Always pull out a module by its casing.
6. Cover empty slots with the supplied protective covers.
12 FTB-5230S/-OCA
Getting Started with Your OSA/OCA

Starting Module Applications

Starting Module Applications
Your modules can be configured and controlled from their dedicated applications in Compact ToolBox.
To start a module application:
1. From Compact ToolBox, select the module to use.
It will turn blue to indicate that it is highlighted.
OSA/OCA 13
Getting Started with Your OSA/OCA
Display
panes
Result panes
Function buttons
FTB-5230S
Starting Module Applications
2. Under Applications, select an application, then press Start.
To start the Power Meter or Probe application:
From Main Menu, press Power Meter or Probe.
The main window (shown below) contains all the commands required to control the OSA/OCA:
14 FTB-5230S/-OCA
Getting Started with Your OSA/OCA
Graph
Result
panes
Function buttons
FTB-5230S-OCA
Starting Module Applications
Note: The illustrations in this user guide may differ slightly from those on your unit
depending on the resolution, application and platform type.
OSA/OCA 15
4 Preparing Your OSA/OCA for a
Test
IMPORTANT
For optimal test results, you should allow a minimum warm up period of two hours for your OSA/OCA before starting your tests.

Cleaning and Connecting Optical Fibers

IMPORTANT
To ensure maximum power and to avoid erroneous readings:
Always inspect fiber ends and make sure that they are clean as
explained below before inserting them into the port. EXFO is not responsible for damage or errors caused by bad fiber cleaning or handling.
Ensure that your patchcord has appropriate connectors. Joining
mismatched connectors will damage the ferrules.
To connect the fiber-optic cable to the port:
1. Inspect the fiber using a fiber inspection microscope. If the fiber is
clean, proceed to connecting it to the port. If the fiber is dirty, clean it as explained below.
2. Clean the fiber ends as follows:
2a. Gently wipe the fiber end with a lint-free swab dipped in isopropyl
alcohol.
2b. Use compressed air to dry completely.
2c. Visually inspect the fiber end to ensure its cleanliness.
OSA/OCA 17
Preparing Your OSA/OCA for a Test
Cleaning and Connecting Optical Fibers
3. Carefully align the connector and port to prevent the fiber end from touching the outside of the port or rubbing against other surfaces.
If your connector features a key, ensure that it is fully fitted into the port’s corresponding notch.
4. Push the connector in so that the fiber-optic cable is firmly in place, thus ensuring adequate contact.
If your connector features a screwsleeve, tighten the connector enough to firmly maintain the fiber in place. Do not overtighten, as this will damage the fiber and the port.
Note: If your fiber-optic cable is not properly aligned and/or connected, you will
notice heavy loss and reflection.
EXFO uses good quality connectors in compliance with EIA-455-21A standards.
To keep connectors clean and in good condition, EXFO strongly recommends inspecting them with a fiber inspection probe before connecting them. Failure to do so will result in permanent damage to the connectors and degradation in measurements.
18 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Bare metal
(or blue border)
indicates UPC
option
Green border indicates APC
option
2 3 4

Installing the EXFO Universal Interface (EUI)

Installing the EXFO Universal Interface (EUI)
The EUI fixed baseplate is available for connectors with angled (APC) or non-angled (UPC) polishing. A green border around the baseplate indicates that it is for APC-type connectors.
To install an EUI connector adapter onto the EUI baseplate:
1. Hold the EUI connector adapter so the dust cap opens downwards.
2. Close the dust cap in order to hold the connector adapter more firmly.
3. Insert the connector adapter into the baseplate.
4. While pushing firmly, turn the connector adapter clockwise on the
baseplate to lock it in place.
OSA/OCA 19
Preparing Your OSA/OCA for a Test

Selecting a Test Mode

Selecting a Test Mode
Your module gives you different ways to test all your DWDM systems:
WDM: Allows you to analyze an optical link. By default, the WDM test
mode is selected.
Drift: Allows you to monitor an optical link for a fixed duration.
Note: You cannot select a test mode in the OCA application.
To select a test mode:
1. From the Main Menu, press Mode.
20 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Selecting a Test Mode
2. Select the desired test mode.
Once you select the mode, you will notice a against the selected mode and all the tabs on the main window and the main menu will change accordingly.
After selecting the test mode, you must configure it. You will find specific instructions for your test mode in the corresponding related chapters.
OSA/OCA 21
Preparing Your OSA/OCA for a Test

Nulling Electrical Offsets

Nulling Electrical Offsets
The offset nulling process provides a zero-power reference measurement, thus eliminating the effects of electronic offsets and dark current due to detectors.
Temperature and humidity variations affect the performance of electronic circuits and optical detectors. For this reason, EXFO recommends performing a nulling of the electrical offsets whenever environmental conditions change.
Nulling can be performed for all tests modes. In addition, a nulling is performed automatically each time you start the OSA/OCA application, and at regular intervals afterwards.
Note: You cannot perform an offset nulling in the offline version of the
application.
To perform an offset nulling:
1. From the main window, select the Acquisition tab.
22 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Nulling Electrical Offsets
2. Disconnect any incoming signal to obtain an optimal accuracy.
3. Press Nulling.
You are notified that the nulling is in progress in the status bar. Nulling should be completed in a few seconds.
Note: Several features, such as the Start button and Discover, are not available
during the nulling process.
OSA/OCA 23
Preparing Your OSA/OCA for a Test

Performing User Calibration

Performing User Calibration
Calibrating your module can help you achieve better results. It is particularly important when the measurement accuracy is critical or when your OSA/OCA has experienced unusual shock or vibrations. To reach the highest possible accuracy, you can perform a wavelength or power calibration. Your OSA/OCA allows you to modify and read the user calibration values, revert to the factory calibration, load and save the modified user calibration file. The user configuration file (*.txt) contains the reference and modified wavelength and power values.
You can perform user calibration in any test mode. Select a test mode as explained in Selecting a Test Mode on page 20, and follow the procedures mentioned below for performing user calibration.
Note: The procedure is not available for the OCA application.
Note: The procedure for performing user calibration is the same for all test
modes. The procedure is explained with WDM mode only in this document.
IMPORTANT
For optimal results, you should allow a minimum warm up period of two hours for your OSA/OCA before performing user calibration.
IMPORTANT
You must clear the correction factor list before making new calibration measurements. If calibration measurements are made when user correction factors are inside the module, the latter will affect the measurements and the calibration results become inapplicable.
Note: If you want to keep the correction factor list for a later use, save it under a
different name in the folder.
24 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Performing User Calibration
Note: The user calibration feature is not available in the offline version of the
OSA/OCA application.
To perform a user calibration:
1. Allow your unit to warm up.
2. From the Main Menu, press Analysis Setup.
OSA/OCA 25
Preparing Your OSA/OCA for a Test
Performing User Calibration
3. Select the Calibration tab.
Note: You cannot edit the power or wavelength values directly from the
application. The modifications in the user calibration have to be made in a text file, and then it can be loaded in the application.
26 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Performing User Calibration
4. If user correction factors are in the system, press Clear User Correction Factors from Module, then confirm your choice.
5. Take measurements for your test mode.
OSA/OCA 27
Preparing Your OSA/OCA for a Test
Performing User Calibration
6. Note the measurements to a .txt file using the following format:
The first column is the reference wavelengths, in nm.
The second column is the wavelength read by your module, in nm.
The third column is the reference power, in dBm.
The fourth column is the power read by your module, in dBm.
Note: The columns are separated by a semi-colon (;). You can have up to 100
calibration points.
Here is an example of a measurement file:
1310.154; 1310.167; -1.34; -1.55
1490.000; 1490.000; 1.09; 1.15
1551.334; 1551.298; -5.20; -5.45
1625.401; 1625.448; 0.00; 0.00
Note: The decimal separator is a point ( . ). This format is independent of the
regional settings.
7. Save your .txt file in a location of your choice.
28 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Performing User Calibration
8. Back in the Calibration tab on your unit, load the file using Load Fact o rs.
9. Select the modified user calibration file and press Open.
OSA/OCA 29
Preparing Your OSA/OCA for a Test
Performing User Calibration
The calibration values will replace the Correction factors list in the Analysis setup - Calibration window.
30 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Performing User Calibration
10. Press Write to Module to apply the modified calibration values to the module.
OSA/OCA 31
Preparing Your OSA/OCA for a Test
Performing User Calibration
11. To verify that the calibration changes are properly applied to the module, press Load from Module.
Note: The OK and Cancel buttons do not have any impact on the calibration
page or the correction factors inside the module.
32 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
To save a user calibration:
1. From the Main Menu, press Analysis Setup.
Performing User Calibration
OSA/OCA 33
Preparing Your OSA/OCA for a Test
Performing User Calibration
2. Select the Calibration tab.
34 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Performing User Calibration
3. Press Save Factors, to save the modified user calibration values.
OSA/OCA 35
Preparing Your OSA/OCA for a Test

Using the Autonaming Feature

Using the Autonaming Feature
Defining a file autonaming format will allow you to quickly and automatically name traces in a sequential order. The customized name appears when the file is saved using the Save As option. You can select which fields you want to include in the file name and the order in which they should be displayed.
The Link ID is used by the application to suggest a file name when you want to save the current acquisition. The link parameters are prefix and suffix values (file names) for the link IDs.
Note: The autonaming feature is not available in the offline application.
Note: The autonaming feature is always active for the OCA application and you
can customize it using the trace identification information.
Note: The procedure below uses the WDM test mode as an example, but the
autonaming feature is available for all test modes.
36 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
To customize the file name:
1. From the Main Menu, press Preferences.
Using the Autonaming Feature
OSA/OCA 37
Preparing Your OSA/OCA for a Test
Using the Autonaming Feature
2. Select the File Name tab.
3. Select which parameters you want to include in the file name from the
list of available choices:
Wavelength/frequency range: current wavelength/frequency
acquisition range.
Acquisition type: current acquisition type.
Scan count: current number of scans in the acquisition tab.
Link ID: prefix value for the link ID configured in the
Preferences-Information tab.
Cable ID: prefix value for the cable ID configured in the
Preferences-General tab.
Fiber ID: prefix value for the fiber ID configured in the
Preferences-General tab.
Location description: location description provided in the
Preferences-Information tab.
38 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Using the Autonaming Feature
4. Press the up or down arrows to change the order in which the field values will appear in the file name.
Based on your selection, a preview of the file name is displayed under File name preview. The field values are separated with an underscore ( _ ).
5. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Press Restore Defaults to remove all the changes and apply the default settings.
The OCA default file name is “Link###”, where ### is an auto-incrementing number starting at 1 and ending at 999 (after reaching 999, it returns to 1). You can add cable ID and fiber ID information to the name.
OSA/OCA 39
Preparing Your OSA/OCA for a Test
Using the Autonaming Feature
To customize the file name in the OCA application:
1. From the main window, select the Trace Info . tab.
2. Press Trace identification.
3. In the General tab, enter the cable ID and fiber ID information you
want to use.
40 FTB-5230S/-OCA
Preparing Your OSA/OCA for a Test
Using the Autonaming Feature
4. Select the Use as template option.
5. Press OK to confirm your choice.
The new default file name will be “CableID_FiberID_Link###”. If you want to change the word “Link” or the increment number, you can do so in the Save As window, where the information will be kept for the next time you save a file.
OSA/OCA 41
5 Setting Up the Instrument in
WDM Mode
Note: This mode is not available in the OCA application.
Before performing a spectral analysis in the WDM mode, you must set up the test application with the appropriate parameters, as explained in this chapter.
Select the WDM test mode as explained in Selecting a Test Mode on page 20 before setting up the WDM test parameters.
The preferences are the result displayed in the graph and tables, as
well as the job information and related comments saved with each file.
The analysis parameters include the channel list details, pass-fail
threshold settings and allows you to select the noise and power calculation methods.
The acquisition parameters include the type of measurement you want
to perform and the wavelength range.
See Defining Preferences on page 45, Setting Up WDM Analysis Parameters on page 61 and Setting Up Acquisition Parameters on page 88 for more details.
OSA/OCA 43
Setting Up the Instrument in WDM Mode
You can set up your unit in different manners, depending on your testing needs.
The preferred way is to use the complete analysis setup parameters
and complete the information in all tables, as explained in Setting Up WDM Analysis Parameters on page 61. This setup will be used for the
next acquisition.
The easiest way to set up the instrument, especially when the operator
does not know in advance what to expect at the input of the module is to use the Discover button. After the Discover button has been pressed, a measurement and analysis will be performed according to the best setup determined by the instrument and this setup will be used for the next scan. This is explained in Using the Discover Feature on page 155.
The most efficient way to set up the instrument is to use one of the
favorites configurations, uploading a pre-customized acquisition and analysis setup configuration. The operator in the field only has to press the button, select the appropriate configuration and press Start. As an example, a pre-customized configuration could be: “32 channels DWDM 50GHz”; “Toronto-Montreal CWDM” or “Vendor ABC DWDM ROADM 40Gb”. This is explained in Managing Favorites on page 163.
You can also import the setup from the current trace. This method will
take the data and channel information from the current trace and apply them in the corresponding tabs. For more information, see Setting Up WDM Analysis Parameters on page 61.
44 FTB-5230S/-OCA
Setting Up the Instrument in WDM Mode

Defining Preferences

Defining Preferences
The preferences window allows you to set general information and comments on trace, set display parameters and customize the WDM results table.
Note: Only the Display and WDM Results tabs are available in offline mode.
Defining Trace Information
The trace information relates to the description of the job to be done, cable and job IDs, and any relevant information about what is being tested.
To enter general information:
1. From the Main Menu, press Preferences.
OSA/OCA 45
Setting Up the Instrument in WDM Mode
Defining Preferences
2. Select the General tab.
3. Define the general parameters as needed.
4. Press OK to save the changes and close the window, or press Cancel to
exit without saving.
Press Clear to clear all the changes made in the General tab.
46 FTB-5230S/-OCA
Setting Up the Instrument in WDM Mode
To enter link and location information:
1. From the Main Menu, press Preferences.
2. Select the Information tab.
Defining Preferences
OSA/OCA 47
Setting Up the Instrument in WDM Mode
Defining Preferences
3. Under System and link information, define the following parameters as needed:
Link ID prefix: The prefix value for the link ID. You can enter any
alphanumeric value.
Starting value: The suffix increment starting value for the link ID.
This value is incremented each time a new file is saved provided the Auto Increment option is selected.
IMPORTANT
If the Auto Increment option is not selected, you have to manually change the file name when saving the trace file, otherwise the application will overwrite the previously saved file.
Orientation: The orientation of the link.
System: Information about the system under test.
48 FTB-5230S/-OCA
Setting Up the Instrument in WDM Mode
Defining Preferences
4. Under Location Information, define the following parameters as needed:
Network element: Sets the type of network element.
Test point: Sets the location where the test is performed on the
link.
Description: Enter the description of location if required.
5. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Press Restore Defaults to remove all the changes and apply the default values.
OSA/OCA 49
Setting Up the Instrument in WDM Mode
Defining Preferences
To enter comments:
1. From the Main Menu, press Preferences.
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Defining Preferences
2. Select the Comments tab.
3. Enter your comments for the current trace.
4. Press OK to save the changes and close the window, or press Cancel to
exit without saving.
Press Clear to clear all the changes made in the Comments tab.
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Defining Preferences
Defining Display Parameters
The application allows you to set display settings for the acquisition trace. You can set the spectral unit for the trace and the results table. You can also select the label that should appear on the peaks of the trace.
To define display parameters:
1. From the Main Menu, press Preferences.
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Defining Preferences
2. Select the Display tab.
3. Select the spectral unit you want to work with, either nm or THz.
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Defining Preferences
4. Select the label that will appear on the peaks in the graph, either the channel name, its number, or nothing.
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Channel numbers
Defined channel names
Defining Preferences
Note: The channel name and channel number cannot be shown at the same
time.
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Defining Preferences
5. Select whether you want to show or hide the empty channels from the channel list in the Results tab.
Note: When selected, empty channels are shown on screen and in the report files.
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Defining Preferences
6. Select whether you want to show the horizontal markers or the integrated power and the trace in the marker toolbar.
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Defining Preferences
7. Select the background color scheme for the graph as desired.
8. Press OK to save the changes and close the window, or press Cancel to
exit without saving.
Press Restore Defaults to remove all the changes and apply the default values.
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Defining Preferences
Customizing WDM Results Table
It is possible to select which results you would like to be displayed in the Results tab of your WDM tests.
To customize the results table:
1. From the Main Menu, press Preferences.
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Defining Preferences
2. Select the WDM Results tab.
3. Select which parameters you want to display in the Results tab from
the list of available choices:
Name: name of channel.
(Center wavelength/frequency): spectral center-of-mass for the
peak in that channel.
Signal Power: signal power for the selected channel (excludes
noise).
OSNR: optical signal to noise ratio, given by Signal power
(according to the current calculation method, in dBm), minus Noise (according to the current calculation method, in dBm).
Noise: noise level for the selected channel. The type of noise is
indicated in front of the measurement (IEC, Fit).
BW 3.00 dB: bandwidth measured by taking the width of a signal at
50 % linear power of the peak, or -3 dB from the peak.
BW at x dB: bandwidth measured by taking the width of a signal at
x dB from the peak.
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Setting Up WDM Analysis Parameters

/f : deviation of the spectral center of mass for the peak in that
channel.
/f Peak: spectral peak in that channel.
/f Peak: deviation of the spectral peak in that channel.
4. Press the up or down arrows to change the order in which the columns will appear in the Results tab.
5. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Press Restore Defaults to remove all the changes and apply the default values.
Setting Up WDM Analysis Parameters
This section presents the various analysis settings for the application, particularly the channel list and settings. You can set the default channel parameters, channel list, global thresholds, default channel thresholds, manage favorite configurations and perform user calibration.
Note: When you change the analysis setup parameters, the new settings are
active as soon as you confirm your choice. The current trace is re-analyzed, and the analysis setup parameters will be applied to the global results and channel results for the following acquisitions.
You can either set each parameter individually, or use parameters from the current trace and import them.
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Setting Up WDM Analysis Parameters
To import the parameters from the current trace:
1. Make sure that you have a trace on-screen.
2. From the Main Menu, press Analysis Setup.
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3. From any tab, press Import from Trace.
4. Press OK to confirm the changes.
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Setting Up WDM Analysis Parameters
Defining General Settings
The general analysis parameters for WDM acquisitions affect the calculation of the results. Any change you make to the settings affect future traces, or you can apply them to the active trace when reanalyzing it.
IMPORTANT
In the General tab, you can set the default channel parameters. Any channel found during an acquisition that is not defined in the channel list will be analyzed according to the default channel settings.
To define general settings:
1. From the Main Menu, press Analysis Setup.
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2. Select the General tab.
Setting Up the Instrument in WDM Mode
Setting Up WDM Analysis Parameters
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Setting Up WDM Analysis Parameters
3. Under Default channel settings, define the following parameters as needed:
Clear the Activate default channel option to use the currently
defined channel list for analysis. This reduces the analysis time by eliminating the peak detection over the complete spectral range. The peaks outside the defined channel list will not be analyzed.
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Setting Up WDM Analysis Parameters
Channel width (GHz or nm): indicates the limit inside which the
power values will be considered in the channel.
For default channels, the channel width that sets the limits of the channel, should be the same as the channel distance or smaller (channel distance is defined while creating a channel list). If the channel width is not compatible with the channel spacing, either a single peak may be found for two distinct channels and two analysis would be performed and displayed for that peak, or, it is possible that two peaks may be found within the same channel and be considered as one multi-peak signal. With this result, you can use markers to find the spacing between adjacent channels or to find the channel width.
Snap to ITU Grid: When selected, each detected peak will be
defined by the nearest ITU channel. The ITU grid is based on the selected channel width.
Signal power calculation: indicates which calculation method to
apply for signal power value.
Integrated signal power: The integrated signal power represents the sum of the power values included between the channel limits of this channel, minus the estimated noise contribution between the same boundaries. In some cases, for instance CATV signals, signals with high-frequency modulation, or signals with an inherent line width similar or larger than the OSA/OCA's resolution bandwidth, this calculation becomes a better estimation of the true signal power.
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Setting Up WDM Analysis Parameters
Peak signal power: The peak signal power represents the
maximum power value inside the channel. Note that it differs a little from the peak measurement on the spectrum due to the fact that the estimated noise is subtracted to get the peak signal power.
Total channel power: The total channel power represents the sum of the integrated signal power and of the noise within the channel. The OSNR calculation is not performed when the signal power calculation type is the total channel power.
Noise for OSNR: indicates which calculation method to use for
OSNR value (InBand and InBand narrow filter are available for viewing or reanalysis purposes only when opening files from other OSA models).
Fixed range IEC based (IEC): The IEC method uses the interpolation of noise measured on both sides of the signal to estimate the noise level. The position at which the noise is estimated from the center wavelength is given by the OSNR distance.
InBand (InB): The InBand method uses a series of scans having different polarization states to calculate the noise level under the peak (InBand).
InBand narrow filter (InB nf): The InBand narrow filter method uses additional processing to provide an accurate OSNR value for the narrow carved noise. This is because with narrow filters, the noise level under the peak is not uniform and the OSNR value depends on the processing width selected.
Fifth order polynomial fit (Fit): The fifth order polyfit method calculates the noise curve and thus the signal to noise ratio. The OSA will approximate the noise curve using a fifth order polynomial fit. This fit definition relies on fit and exclusion zones. Only the points in the fit zones are used to calculate the fifth order polynomial fit. If you select the fifth order polyfit method, you have
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Channel width
Noise
region
OSNR
distance
Exclusion
zone
OSNR
distance
Noise
region
Channel center
Setting Up WDM Analysis Parameters
to define the fit and exclusion zones for your tests using the OSNR distance and noise region fields. The exclusion zone is indirectly obtained from the OSNR distance.
OSNR distance (GHz or nm): Except for the fifth order polyfit
selection, the OSNR distance is automatically set at the channel edge, that is, at half of the channel width from the center wavelength.
For the fifth order polyfit, the OSNR distance corresponds to the distance from the channel peak to the center of the fit zone. It is independent of the channel width.
Noise region: The noise region, or fit zone, defines the region
where the polynomial fit applies. Two identical regions are centered at the OSNR distance.
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4. Under Global analysis parameters, define the following parameters as needed:
Peak detection level (dBm): indicates the minimum power level
from where the peak can be considered as a signal.
RBW for OSNR (nm): indicates the resolution bandwidth selected
for the OSNR calculation. This parameter is generally set to 0.1 nm to allow for a common basis of comparison between different OSA/OCAs having different effective resolutions. The instrument’s RBW value is written below the graph. This parameter does not actually have an effect on the acquisition, but is only a normalization factor used to provide the OSNR value in a standardized manner.
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Wavelength offset (nm): indicates the offset value applied on the
wavelength. This does not replace a calibration performed at EXFO, but it can help you temporarily sharpen the specifications if you have determined that, for example, your modules are used beyond the normal allowed use. Entering a value in THz is not possible. When an offset is applied, it is indicated at the bottom of the graph ( ).
Power offset (dB): indicates the offset value applied on the power.
This does not replace a calibration performed at EXFO, but it can help you achieve the specifications if you have determined that, for example, your modules are used beyond the normal allowed use. When an offset is applied, it is indicated at the bottom of the graph (P ).
To edit the power offset as a tap percentage, press the Edit % button.
The percentage value entered in Edit percentage will be converted to a corresponding equivalent value in dB.
Bandwidth at (dB): Set the power level used, relative to the
channel peak power, to compute the second bandwidth result.
5. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Press Restore Defaults to remove all the changes and apply the default values.
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Setting Up WDM Analysis Parameters
Defining Global Thresholds
Any change you make to the global threshold settings affect future traces, or you can apply them to the active trace when reanalyzing it.
The application allows you to activate and deactivate the threshold functionality with a single control. When thresholds are globally enabled, the results are displayed with the Pass/Fail status based on various settings (global results, channel results). In addition, a global pass/fail status is also displayed in the Global Results tab (See Global Results Tab on page 184).
When thresholds are globally disabled, results are displayed without a Pass/Fail status and the Global pass/fail status will not be active in the Global Results tab. The P/F column under the results table will not be displayed.
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Setting Up WDM Analysis Parameters
You can set your pass/fail threshold limits in different ways depending on the type of test you are performing.
Threshold Limit Definition
None No threshold limit is set. The results will be displayed without a
Pass/Fail verdict.
Min. only The threshold limit is set for a minimum value only. The
Pass/Fail verdict is declared as Pass (in green), when the value is equal to or greater than the minimum threshold set. The verdict is declared as Fail (in red), when the value is below the minimum threshold set.
Max. only The threshold limit is set for a maximum value only. The
Pass/Fail verdict is declared as Pass (in green), when the value is equal to or less than the maximum threshold set. The verdict is declared as Fail (in red), when the value is above the maximum threshold set.
Min. and Max. The threshold limit is set for the minimum and maximum value.
The Pass/Fail verdict is declared as Pass (in green), when the value is equal to or within the minimum and maximum thresholds set. The Pass/Fail verdict is declared as Fail (in red), when the value is beyond the minimum or maximum thresholds set.
Use Default When this limit is set, the corresponding threshold set for the
default channels in the Analysis Setup tab will be applied to the channel.
Max. Deviation The threshold limit is set for the deviation value. The Pass/Fail
verdict is declared as Pass (in green), when the value is equal to or within the deviation threshold set. The Pass/Fail verdict is declared as Fail (in red), when the value is beyond deviation threshold set.
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Setting Up WDM Analysis Parameters
To define global thresholds:
1. From the Main Menu, press Analysis Setup.
2. Select the Global Thresholds tab.
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Setting Up WDM Analysis Parameters
3. Select the Activate all thresholds option to manually set the global threshold values. If this option is not selected, all the thresholds will be deactivated, results are displayed without a Pass/Fail status and Global pass/fail status are not active in the Global Results tab.
4. Enter values in the boxes as explained below:
Average signal power (dBm): the sum of the signal powers of all
the peaks detected in the current acquisition, divided by the total number of peaks.
Signal power flatness (dB): the difference between the maximum
and minimum signal power values of the detected peaks, in dB.
Average OSNR (dB): the sum of the entire OSNR of the peaks
detected in the current acquisition, divided by the total number of peaks.
OSNR flatness (dB): the difference between the maximum and
minimum OSNR values of the detected peaks, in dB.
Empty channel count: The number of empty channels from the
channel list.
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5. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Press Restore Defaults to remove all the changes and apply the default values.
Defining Default Thresholds
Default thresholds will be applied to any channel found outside the channel list during the acquisition or re-analysis.
Note: The default thresholds settings are enabled only when the Activate all
thresholds option is selected in the Global Thresholds tab. For more
information, see Defining Global Thresholds on page 72.
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Setting Up WDM Analysis Parameters
You can set your pass/fail threshold limits in different ways depending on the type of test you are performing.
Threshold Limit Definition
None No threshold limit is set. The results will be displayed without a
Pass/Fail verdict.
Min. only The threshold limit is set for a minimum value only. The
Pass/Fail verdict is declared as Pass (in green), when the value is equal to or greater than the minimum threshold set. The verdict is declared as Fail (in red), when the value is below the minimum threshold set.
Max. only The threshold limit is set for a maximum value only. The
Pass/Fail verdict is declared as Pass (in green), when the value is equal to or less than the maximum threshold set. The verdict is declared as Fail (in red), when the value is above the maximum threshold set.
Min. and Max. The threshold limit is set for the minimum and maximum value.
The Pass/Fail verdict is declared as Pass (in green), when the value is equal to or within the minimum and maximum thresholds set. The Pass/Fail verdict is declared as Fail (in red), when the value is beyond the minimum or maximum thresholds set.
Max. Deviation The threshold limit is set for the deviation value. The Pass/Fail
verdict is declared as Pass (in green), when the value is equal to or within the deviation threshold set. The Pass/Fail verdict is declared as Fail (in red), when the value is beyond deviation threshold set.
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Setting Up WDM Analysis Parameters
To define default Thresholds:
1. From the Main Menu, press Analysis Setup.
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Setting Up WDM Analysis Parameters
2. Select the Default Thresholds tab.
3. Enter values in the boxes as explained below:
Wavelength/Frequency (nm/GHz): the channel’s central
wavelength/frequency.
Signal power (dBm): the signal power for the default channel
(excludes noise).
Noise (dBm): the level of the noise for the selected channel.
OSNR (dB): the optical signal to noise ratio, given by Signal power
(according to the current calculation method, in dBm) minus Noise (according to the current calculation method, in dBm).
4. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Press Restore Defaults to remove all the changes and apply the default values.
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Setting Up WDM Analysis Parameters
Managing Channels
Testing DWDM systems involves characterizing multiple signals in a link. The application allows you to define channels using a channel editor or quickly generate them from the current data. You can also rapidly create a list of equally spaced channels. Once a channel list is created, you can modify it as needed. You can edit the analysis parameters for one channel or multiple channels.
While creating the channel list, some channels may overlap. When the channel widths are specified in nm, two channels are considered to be overlapping when more than 1.2 GHz (approximately) of frequency range is common between the two channels.
To add a channel list:
1. From the Main Menu, press Analysis Setup.
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Setting Up WDM Analysis Parameters
2. Select the Channels tab.
3. By default, the channel list is empty. Press Add Channels.
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Setting Up WDM Analysis Parameters
4. Enter values in the boxes as explained below:
Start range (nm or THz): starting range of the channel list.
Stop range (nm or THz): ending range of the channel list.
Channel center wavelength/frequency: spectral center-of-mass for
the peak in that channel.
Note: When using the custom channel center wavelength option, the first channel
will be centered at the Start Range, and the list will be created using channel distance and channel width.
Channel distance (nm or GHz): distance between channels. The
value of channel distance will be set depending on the selection made for the channel center wavelength option. The channel distance box will be enabled only when the channel center wavelength option is set to custom.
Channel width (nm or GHz): limit inside which the power values
will be considered in the channel. Integrated power is calculated on channel width.
Name prefix: adds a prefix to the channel names.
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Setting Up WDM Analysis Parameters
Starting value: sets the increment starting value for the channel
name in the channel list.
Increment value: sets the increment value for the channel name in
the channel list.
5. Press OK to return to the Channels window, which now lists the added channels.
Note: When new channels are added, the Use Default thresholds selection will
be applied to the channel parameters.
Note: A warning message will be displayed if channels are overlapping, but the
analysis can still be performed on overlapping channels. If any duplicate channels are added, a confirmation message will be displayed to overwrite the existing channels with the duplicate channels.
6. Press OK to save the changes and close the window, or press Cancel to exit without saving.
Note: The application displays a message if more than 1000 channels are added.
You ca n exi t t he Analysis Setup window only after deleting the extra channels from the channel list. You can delete the channels manually as required.
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Setting Up WDM Analysis Parameters
To edit the parameters of a specific channel:
1. From the Main Menu, press Analysis Setup.
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Setting Up WDM Analysis Parameters
2. Select the Channels tab.
3. Select the channel or channels to be modified in the channel list.
If you want the changes to be applied to all of your channels, press Select All. Channels can be selected one by one or all together. You can press Unselect All to clear all channel selections. To delete the selected channels, press Delete.
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Setting Up WDM Analysis Parameters
4. Press Edit Selection.
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Setting Up WDM Analysis Parameters
5. Modify the settings as needed. For more information about the settings, see Defining General Settings on page 64 and Defining Default Thresholds on page 76. If you leave a box empty, it will remain as it was before your changes. Modify appropriate settings.
6. Press OK to return to the Channels tab, which now contains the modified settings.
7. Press OK to save the changes and close the window, or press Cancel to exit without saving.
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Setting Up Acquisition Parameters

Setting Up Acquisition Parameters
Before performing your test, you must set the acquisition type and parameters.
There are three types of acquisitions in WDM mode:
Single: Spectral measurement is performed once. The results are
displayed according to this measurement.
Averaging: Spectral measurements are performed based on the
number of scans that you have entered for this parameter. The trace will be displayed after each acquisition and averaged with the previous traces.
Real-Time: In real-time acquisition, spectral measurements are
performed continuously until you press Stop. No averaging is done for spectral measurements. The graph and results are refreshed after each acquisition.
Before performing measurements on an optical spectrum, you must select the wavelength/frequency range to use. You can perform the scan on the full range, on spectral bands, or select a custom range.
Note: The shorter the wavelength or frequency range, the faster the acquisition.
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Setting Up Acquisition Parameters
To set parameters in the Acquisition tab:
1. From the main window, select the Acquisition tab.
2. Select the acquisition type.
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Setting Up Acquisition Parameters
3. If you are performing an averaging type acquisition, enter the number of scans the unit will perform.
4. Select the wavelength range for your acquisition.
You can select the wavelength range by entering the start and stop values or by selecting a range on the double slider.
To select the wavelength range using the double slider, move the left and right handles on the double slider or simply click on any band.
Note: You can select more than one adjoining ranges to include in your range, for
example, S + C.
The wavelength range covered within these bands of the spectra are listed below.
O band (original): 1255 to 1365 nm
E band (extended): 1355 to 1465 nm
S band (short wavelengths): 1455 to 1535 nm
C band (conventional “erbium window”): 1525 to 1570 nm
L band (long wavelengths): 1560 to 1630 nm
U band (ultralong wavelengths): 1620 to 1650 nm.
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6 Setting Up the Instrument in
Drift Mode
Note: This mode is not available in the OCA application.
Before performing a spectral analysis in the Drift mode, you must set up the test application with the appropriate parameters, as explained in this chapter.
Select the Drift test mode as explained in Selecting a Test Mode on page 20 before setting up the Drift test parameters.
The preferences are the result displayed in the graph and tables, as
well as the job information and related comments saved with each file.
The analysis parameters include the channel list details, pass-fail
threshold settings and allows you to select the noise and power calculation methods.
The acquisition parameters include the type of measurement you want
to perform and the wavelength range.
See Defining Preferences on page 93, Setting Up Drift Analysis Parameters on page 107 and Setting Up Acquisition Parameters on page 132 for more details.
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Setting Up the Instrument in Drift Mode
You can set up your unit in different manners, depending on your testing needs.
The preferred way is to use the complete analysis setup parameters
and complete the information in all tables, as explained in Setting Up Drift Analysis Parameters on page 107. This setup will be used for the
next acquisition.
The easiest way to set up the instrument, especially when the operator
does not know in advance what to expect at the input of the module is to use the Discover button. After the Discover button has been pressed, a measurement and analysis will be performed according to the best setup determined by the instrument and this setup will be used for the next scan. This is explained in Using the Discover Feature on page 155.
The most efficient way to setup the instrument is to use one of the
favorites configurations, uploading a pre-customized acquisition and analysis setup configuration. The operator in the field only has to press the button, select the appropriate configuration and press Start. As an example, a pre-customized configuration could be: “32 channels DWDM 50GHz”; “Toronto-Montreal CWDM” or “Vendor ABC DWDM ROADM 40Gb”. This is explained in Managing Favorites on page 163.
You can also import the setup from the current trace. This method will
take the data and channel information from the current trace and apply them in the corresponding tabs. For more information, see Setting Up Drift Analysis Parameters on page 107.
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Defining Preferences

Defining Preferences
The preferences window allows you to set general information and comments on trace, set display parameters and customize the drift results table.
Note: Only the Display and Drift Results tabs are available in offline mode.
Defining Trace Information
The trace information relates to the description of the job to be done, cable and job IDs, and any relevant information about what is being tested.
To enter general information:
1. From the Main Menu, press Preferences.
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Defining Preferences
2. Select the General tab.
3. Define the general parameters as needed.
4. Press OK to save the changes and close the window, or press Cancel to
exit without saving.
Press Clear to clear all the changes made in the General tab.
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