Super Systems SDSREPORTER OPERATIONS MANUAL

SDSREPORTER
OPERATIONS MANUAL
Super Systems Inc.
Cincinnati, OH 45249
513-772-0060
Fax: 513-772-9466
www.supersystems.com
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Super Systems Inc.
USA Office
Corporate Headquarters:
7205 Edington Drive
Shipping Address:
7245 Edington Drive
Cincinnati, OH 45249
Phone: (513) 772-0060
http://www.supersystems.com
Super Systems Europe
Unit E, Tyburn Trading Estate,
Ashold Farm Road, Birmingham
B24 9QG
UNITED KINGDOM
Phone: +44 (0) 121 306 5180
http://www.supersystemseurope.com
Super Systems México
Sistemas Superiores Integrales S de RL de CV
Acceso IV No. 31 Int. H Parque Industrial
Benito Juarez
C.P. 76120 Queretaro, Qro.
Phone: +52 442 210 2459
http://www.supersystems.com.mx
Super Systems China
No. 369 XianXia Road
Room 703
Shanghai, CHINA
200336
Phone: +86 21 5206 5701/2
http://www.supersystems.cn
Super Systems India Pvt. Ltd.
A-26 Mezzanine Floor, FIEE Complex,
Okhla Indl. Area, Phase – 2
New Delhi, India 110 020
Phone: +91 11 41050097
http://www.supersystemsindia.com
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Table of Contents
Introduction ..................................................................................................................................... 6
Prerequisites................................................................................................................................... 6
Installation Procedure .................................................................................................................... 7
Using SDSReporter ......................................................................................................................... 9
File Menu Options........................................................................................................................ 9
File New / New Button ................................................................................................ 9
File Open / Open Button ...............................................................................................10
Report Properties Tab.........................................................................................................10
Report Tab ...........................................................................................................................10
Survey Parameters Tab ......................................................................................................14
Survey Details Tab ..............................................................................................................14
Thermocouples tab .............................................................................................................15
Survey Box tab ....................................................................................................................18
Furnace tab .........................................................................................................................18
Controller Tab .....................................................................................................................19
User Defined Tab ................................................................................................................19
Comparison Check and ComparisonCheck2 ......................................................................20
Chart Tab .............................................................................................................................22
Data Tab ..............................................................................................................................22
Using Options Tab Shade Datagrid Values Outside Tolerance ..........................................24
File Save / File Save As / Save Button ......................................................................24
File Export ..........................................................................................................................24
File Print .............................................................................................................................25
Print Multiple Surveys.........................................................................................................26
Print Button .....................................................................................................................28
File Print Preview ...............................................................................................................28
File Exit ...............................................................................................................................28
SDS Menu Options ......................................................................................................................28
SDS Manage Survey Templates .........................................................................................29
SDS Download Surveys and Data .......................................................................................29
SDS Launch Direct FTP ......................................................................................................32
SDS View Real-time Data ...................................................................................................33
SDS  Manage Survey Records .............................................................................................35
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SDS Uniformity Box Settings ..............................................................................................37
Install Driver .......................................................................................................................38
Device Settings ....................................................................................................................39
Calibrations .........................................................................................................................42
SDS Perform Comms Test .................................................................................................46
Options Menu Options ................................................................................................................48
Options Multiple SDS Mode ................................................................................................49
Options Show Labels On Chart ..........................................................................................49
Options Color Screen Scanning .........................................................................................49
Options Show Page Numbers When Printing ....................................................................49
Options Language ..............................................................................................................49
Options Shade Datagrid Values Outside Tolerance ...........................................................49
Help Menu Options .....................................................................................................................50
Help About ..........................................................................................................................50
Help Install Color Prerequisites ........................................................................................51
Help Color Screen Driver Installation ................................................................................52
Help Check for Updates .....................................................................................................53
SDS Data Tags ............................................................................................................................54
Creating a Personalized Template .........................................................................................62
SDS Template Manager .............................................................................................................65
Description/Function of Template Manager Screen buttons/menu options ......................65
New Button / File New ...................................................................................................65
Open Button / File Open ..................................................................................................65
Save Buttons / File Save ..................................................................................................66
File Save As .....................................................................................................................67
Exit Button / File Exit .......................................................................................................67
Add Template Button ..........................................................................................................67
Delete Button ......................................................................................................................68
Copy Button .........................................................................................................................68
Arrow Buttons .....................................................................................................................68
Description of Template Manager Screen Tabs .........................................................................68
Template Information Tab ..................................................................................................68
Survey Information Tab .......................................................................................................69
Active TCs Tab .....................................................................................................................69
Controller Information Tab .................................................................................................70
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Revision History .............................................................................................................................71
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Introduction Designed by Super Systems Inc. (SSi), SDSReporter is Windows-based software that works with the Data Loggers (both color and monochrome) and the In-Furnace Data Logging Device. Its main function is to create and display charts and reports based on survey data collected by the data logging equipment. In addition, SDSReporter performs the following functions as needed by the user:
Setup of templates for data logging surveys Browsing of records Limited remote device management for Data Loggers and In-Furnace Data Logging
Device.
The devices with which SDSReporter works are shown below.
Color Touch Screen Data Logger
(SDS 8100 Series)
Monochrome Screen Data Logger
(SDS 8000 Series)
In-Furnace Data Logging Device
(HB1000)
Figure 1 - Devices that Work with SDSReporter
The latest versions of SDSReporter support connections to all of these devices. Manuals on the devices themselves can be found on the Super Systems website:
http://www.supersystems.com. See the Prerequisites section for more details on connecting
SDSReporter to these devices.
NOTE: Most functionality within SDS Reporter is identical, whether using an SDS device or an HB1000 device. In cases when the HB1000 process differs, this manual will include a note at the beginning of that section and a separate section to explain the HB1000 process.
Prerequisites In addition to a compatible device with which to connect, SDSReporter has several operating requirements. These requirements are detailed in the following.
NOTE
The SDSReporter installation program will install missing prerequisites. See the Installation Procedure for more information.
SDSReporter must be run on a computer with Microsoft Windows XP or higher.
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The computer on which the software will be installed must have Microsoft .NET 2.0 Redistributable (or higher) installed on it.
If using the Color Touch Screen Data Logger:
The computer must also have SQL Server Compact 3.5 (it must be that exact version). For computers running Windows XP, ActiveSync must be installed. For computers running Windows Vista, 7, or 8, Mobile Device Center must be installed and operating. All of these prerequisites are provided with the installation disc for SDSReporter.
If using the In-Furnace Data Logging Device:
The computer must have a driver installed in order for SDSReporter to be used with the In-Furnace Data Logging Device. See information on driver installation in the SDS Uniformity Box Settings section.
Installation Procedure
To install SDSReporter, first open the setup program on the installation disc (or in the installation folder). See Figure 2.
NOTE: Additional files and folders will be present in the installation folders. These files and folders are used to install prerequisites and meet other requirements of the installation procedure, as needed.
Figure 2 - Typical Installation Folder for SDSReporter
After opening setup, a “Welcome to the SDSReporter Setup Wizard” screen (Figure 3) will appear. Click “Next” to begin the installation. The “Select Installation Folder” (Figure 4), “Confirm Installation” (Figure 5), “Installing SDSReporter” (Figure 6), and “Installation Complete” (Figure 7) screens will appear. In the Select Installation Folder window, you will see the “Disk Cost” button and the “Install SDSReporter for…” Everyone / Just me radio buttons. Clicking the “Disk Cost” button brings up an estimate of the amount of space required on the destination drive for the new installation. The “Install SDSReporter for…” radio buttons allow
you to install SDSReporter for everyone who has a user account on the computer (“Everyone”), or only for the currently logged in user (“Just me”).
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Figure 3 - Welcome screen (SDSReporter Setup)
Figure 4 - Installation folder selection
Figure 5 - Installation confirmation
Figure 6 - Installation progress
Figure 7 - "Installation Complete" screen
Once SDSReporter has been installed, it is ready to be run. See the
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Using SDSReporter section for more information on using the software.
Using SDSReporter
Figure 8 - SDSReporter initial screen
When the SDSReporter software is started up, the user sees the above screen (Figure 8). The four menu options to choose from are:
File, SDS, Options
and
Help
. There are four buttons to
choose from: New , Open , Save , and Print .
File Menu Options
File New / New Button
The New option allows the user to create a new report that will include the report properties, the trend chart, and the TC data.
Note: the selected tab will be in Red when it is active only for the three main tabs – Report Properties, Chart, and Data.
A video on the basics of SDSReporter can be found at
http://www.supersystems.com/tech-videos/
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File Open / Open Button
The Open menu option will allow the user to choose an existing report from a common Windows
Open dialog box. The software will open the dialog box in the “SDSReports” folder (typically,
C:\SSi\SDS\SDSReports) for existing reports (.SDSReport) to open.
Report Properties Tab
The Report Properties tab contains several tabs, which in turn contain the information that makes up the report (Figure 9).
Figure 9 - Report Properties Report Tab
Report Tab
The first tab is the Report tab, which contains the data to use for the report, the report template to use, the report heading or title, the survey results, and any notes about the report.
Clicking on the open box, , next to the “Data” field will display a screen from which the user can select the interval time (ten seconds, twenty seconds, thirty seconds, one minute, two minutes, or five minutes) and also the specific survey to use (Figure 10). This screen will only display survey data that has already been downloaded (SDS Download Surveys and Data).
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Figure 10 - Load Survey Data screen
The default interval is one minute. Select the survey to use and click on the “Use” button.
Information included with the data sources is: Template Name, [Company Name - Furnace Id], (Survey box Serial number), and the date/time range of the survey data. Any manual entries will have [Manual Entry] at the beginning. See the section
Manually Creating a Survey Record
for
information on how to add a survey record manually. Clicking on the open box next to the
“Report Template” field will open a dialog box from which the user can select the specific report
template to use for the report. The software will open the dialog box in the
“SDSReportTemplates” folder (typically C:\SSi\SDS\ReportTemplates) for existing report templates to use. The “Report Heading / Title” field is for the heading or title of the report and the “Survey Results (Pass/Fail)” field is for the results of the survey. The “Notes” field is for any
general notes for the report.
Selecting Survey Records for In-Furnace Data Logger
Once the jobs are downloaded, close the window. Select
File
New
. The Report Properties
tab will open. The first box on this page is labeled Data Sources. Click the button with three
dots next to the Data field. This will display the Load Survey Data window. Select the appropriate job; the most recent job performed will be at the top of the list. Once the job is highlighted, a template can be used by clicking the Attach Template to Survey button in blue located just below the list of jobs. This will display the Open Template File window with the option to open a local survey template file located on the computer. Hit the Browse button, select the appropriate template, and press Open. Hit the Open File button at the bottom of the Open Template File window. This will display the Select Template window. Highlight the appropriate template, and hit OK. Now, press the Use button in the Load Survey Data window. For more information on creating a template, please see the section SDS Template Manager.
At this point, the data from the job performed as well as the data fields that correspond to the selected template will be populated. Any other necessary information can be entered by clicking through the Report Properties tabs. For more information on this, please see the sections detailing the various tabs below.
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The chart for the survey can be viewed by clicking the Chart tab.
Manually Creating a Survey Record
Clicking on the “Advanced: Manually Create Survey Record” link from the Load Survey Data screen will allow the user to create a survey record to use. Clicking on this link will display the “Manually Create Survey Record” form (Figure 11). Five pieces of data are required to manually create a record: the SDS model, serial number, the start time and date of the survey, the end time and date of the survey, and the TC Spool Offset.
Figure 11 - Manually Create Survey Record form
The drop-down list next to “Survey Box Model” contains a list of the available models. Select the model type.
IMPORTANT!
If the correct model is not selected, incorrect data may be loaded.
Enter the SDS serial number on the next line, “Survey Box Serial Number”. The SDS model and
serial number can be found on the
About / Sign-on
menu, menu option 12 on the SDS instrument. The process for selecting the start date/time and the end date/time is the same. To select a date, click on the down arrow next to the time listed. This will bring up a calendar from which the user can select a new date (Figure 12). Select the new date by clicking on it.
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Figure 12 - Select new date
The date of the survey start /end is listed to the right of the drop-down list. To select a time, click on the hours, minutes, seconds or “AM/PM”. The selected field will be highlighted. Each field can be changed by using the up or down arrows on the keyboard. If the survey start date is later than the survey end date, a message will be displayed to the user and the record will not be added (Figure 13).
Figure 13 - Survey start/end date error message
Enter the TC spool offset and click on the “Add Record” button to add the record. Clicking on the “Cancel” button will cancel the add process and bring the user back to the “Load Survey Data” dialog box. If the add was successful, a message box will be displayed.
The added record will be displayed chronologically in the top of the list. Any record manually added will begin with “[Manual Entry]” (Figure 14). If the manually created survey is less than one second, it will not be displayed in the list.
Figure 14 - Manual entry on Load Survey Data form
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NOTE: When manually creating a survey record, most of the “Report Properties” tabs (Report, Furnace, Survey Box) will need to be filled out manually as well. If the Survey Data selected used a Furnace Template, data will be pulled over from that survey record and Template.
Survey Parameters Tab
The Survey Parameters tab (Figure 15) contains: the survey tolerance, the survey setpoint, the overtemp setpoint, the simulated load in pounds, and the microns.
The Cooling/Heating combo box affects tags:
<SDS:OV> <SDS:OD> <SDS:OVT>
Heating is default. If Cooling is selected, values below the tolerance range are thought to be overshot instead of above the tolerance range (as they are thought to be for Heating).
Figure 15 - Report Properties Survey Parameters Tab
Survey Details Tab
The Survey Details tab (Figure 16) contains the company name, the survey start date, the survey duration, the actual duration of the survey, the survey specification(s), whom the survey was performed by, whom the survey was approved by, the date range for the survey, and the due date of the next survey.
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Figure 16 – Report Properties Survey Details Tab
Thermocouples tab
This tab (Figure 17) contains the information about the thermocouple settings and it also lists the active thermocouples. The information in the thermocouple settings includes: the temperature type (F or C), the number of thermocouples, the number of TCs used in the report, the thermocouple type, the thermocouple gauge, the thermocouple spool number, whom the thermocouple was calibrated by, the date the thermocouple was calibrated, and the
thermocouple spool correction factor. Clicking on the “Change” button will allow the user to
change the spool correction (Figure 18).
Figure 17 - Report Properties Thermocouples Tab
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Figure 18 - Spool Correction screen
All values displayed to the users on the Chart tab, on the Data tab, and on the report are corrected
. That means if there is a defined offset for the TC Spool and a channel offset, the user
would be shown the net result of those offsets into the value displayed.
There are checkboxes for a possible forty thermocouples, but only the active thermocouples will have checks in the checkboxes. Note: Checking or unchecking TCs on the Thermocouples Tab will affect the TCs plotted on the Chart Tab.
Clicking on the “Define Control TC” link will allow the user to select the TC or TCs that will be
the control TC(s) (Figure 19). The operator can select any of the thermocouples to be the control TC(s) and provide an optional description for that TC.
Figure 19 - Define Control TC screen
Clicking on the Accept button will set the selected control TC(s). Once a control TC(s) has been
selected, the TC’s number will be in Red on the “Active Thermocouples” section of the
Thermocouples tab.
The thermocouple(s) that is identified as the control TC will not be used for
the TC summary when identifying hottest and coldest channels.
Clicking on the “View Instrument Correction/Offset used in Survey” link will display a list of the offsets that were used on the survey (Figure 20) and allow the user to edit those offsets. The Offsets displayed here are typically used to correct for known deviation on each channel. These
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are entered before the survey is run on the SDS device.
All values that are displayed to the
users are corrected values.
That means the Offset defined for these TCs have already been incorporated into the value the operator would see. IF there is a value for the TC Spool Correction Factor, that value will also be incorporated providing a corrected view for the user.
Figure 20 - Offsets screen
To change an offset value, enter the desired value in the corresponding input box and click Save. It is suggested that the TC Spool Correction be left as 0 and that users address the individual wire corrections here. Once these changes are in place, they will be applied to TC values from survey data. These corrections will be reflected in the report generated by SDSReporter. For a summary of all corrections by input, see the Data tab review.
Clicking on the “View Individual TC Wire Correction Factors” button brings up a similar screen which allows you to set up correction factors for each TC. This can only be done through SDS Reporter, not in the device itself. This window also allows you to enter a Spool name.
Figure 21 - Viewing and Editing Individual TC Correction Factors
The TC correction factors are passcode protected in the
SDSReporter.ini
file contained in the SDSReporter installation folder (typically, the “C:\SSi\SDS” folder). The default passcode is 2. To change it, open the
SDSReporter.ini
file and add this line in the [SETTINGS] block of the .ini file:
PASSCODE=
x
Where x is zero or a positive integer.
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Survey Box tab
This tab contains information about the survey box itself, such as the make and model, the serial number, whom the survey box was calibrated by, and the calibration date (Figure 22).
Figure 22 - Report Properties Survey Box Tab
Furnace tab
This tab (Figure 23) contains the furnace ID, the make and model of the furnace, the furnace
type, the furnace use, the furnace’s operating range, the furnace dimensions, the furnace class
(newer versions only), and an optional image of the furnace.
Figure 23 - Report Properties Furnace Tab
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Clicking on the open box next the image frame will open a dialog box where the user can search for an image of the furnace to use. The image frame feature can be used to address variations in TC configuration used on the rack, to display pictures of the rack, to display the furnace working zone, etc.
Controller Tab
This tab (Figure 24) contains the Controller manufacturer, the controller model, and the
instrument type (newer versions only) in the “Temperature Controller Settings” area and this
tab also contains the PID Settings: cycle time, dead band, output limit, PB (Gain), rate, and reset.
Figure 24 - Report Properties Controller Tab
User Defined Tab
This tab contains twenty fields that can be defined by the user and included in the report. . If there is data that you would like to create on your report that changes from report or furnace, user defined fields are used to address this. To create a user defined field, click on the “Modify User Defined Fields”. This will display a screen that will allow the user to edit the fields (Figure
25). The user can type in the name or description of the field and click the “Save” button.
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Figure 25 - User Defined Fields screen
Comparison Check and ComparisonCheck2
SDSReporter includes two Comparison Check tabs, as shown in Figure 26. The two Comparison Check tabs perform the same function with different defined data sets.
Figure 26 - Report Properties Comparison Check window
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The information for the comparison check is generated from several of the Report Properties fields.
Report Field
Location in Tabs
Time
Chart Start Time
Comparison Test TC
Spool Number
Middle Left of Comparison
Check
Comparison TC
Number
Top Right of Comparison
Check
Comparison TC Wire
Correction
Top Right of Comparison
Check
Comparison
Instrument Correction
Factor
Thermocouples
Comparison TC
Temperature Readings
Records the temperature
of the Comparison TC
Adjacent TC Spool
Number
Middle Left of Comparison
Check
Adjacent TC Number
for Comparison Check
Top Right of Comparison
Check
Adjacent TC Wire
Correction
Thermocouples, click View
Offsets Used in Survey
button*
Adjacent Instrument
Correction Factor
Thermocouples, click View
Offsets Used in Survey
button
Adjacent TC
Temperature Readings
for Comparison Check
Records the temperature
of Adjacent TC
CC Difference
Difference Between Comparison TC and
Adjacent TC temperatures
Accept/Reject Criteria =
Tolerance of Furnace
Set on Comparison Check
Page, Middle Right
Accept/Reject
Dependent on A/R Criteria
Table 1 - Location of Report Fields
*The offsets for the TC Wire Correction can be adjusted solely for the purpose of the comparison by checking the box on the Comparison Check page labeled Use Custom Wire Corrections.
A header text and a body text can be put in the report. There are Preview Report and Print Report buttons in the top left hand corner of the Comparison Check page.
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Chart Tab
The Chart Tab (Figure 27) contains the charted information from the time specified on the survey. This tab is similar in design and function to the Real-Time chart (Figure 40). When the chart tab is active, the chart toolbar buttons also appear and these buttons can be used to zoom in on a section of the chart, pan the chart up, down, left or right, and refresh the chart back to its original values. The screen will display 2 horizontal lines that represent the high and low temperature tolerance levels based on the setpoint. This display will change based on the tolerance level and setpoint defined in the Report Parameters. For more information about the function of this screen, see the section “SDS View Real-time Data”.
Figure 27 - Chart Tab
Note: checking or unchecking TCs on the Chart Tab will affect the Active TCs on the Report Properties – Thermocouples tab.
Data Tab
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