TESTO Saveris, Saveris 2 H2 Instruction Manual

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Measurement data monitoring system: testo Saveris

Software:

testo Saveris P

Instruction manual

rofessional Edition V4.6 SP1

Contents

1 About this document ........................................................................... 7

1.1 Symbols and writing standards ............................................................................. 7

1.2 Warning notices .................................................................................................... 8

2 Safety and disposal .............................................................................. 8

2.1 Safety .................................................................................................................... 8

2.2 Batteries ................................................................................................................ 9

3 Protecting the environment ................................................................. 9

4 Support ................................................................................................. 9

5 Using the system .................................................................................. 9

5.1 Fields of application .............................................................................................. 9

5.2 How it works ........................................................................................................ 10

5.2.1 Measurement data monitoring for monitoring in the stationary area .......................... 10

5.2.2 Measurement data monitoring for transport monitoring with radio data loggers (“mobile

5.3 Exclusion of liability ............................................................................................. 11

6 Product description ........................................................................... 11

6.1 System overview ................................................................................................. 11

6.2 testo Saveris base .............................................................................................. 13

6.2.1 Front ........................................................................................................................... 13

6.2.2 Rear ........................................................................................................................... 14

6.2.3 Underside ................................................................................................................... 15

6.2.4 Control keys ............................................................................................................... 15

6.2.5 Displays ...................................................................................................................... 15

6.3 Radio data logger for testo Saveris ..................................................................... 21

6.3.1 Saveris radio data logger without display ................................................................... 21

6.3.2 Saveris radio data logger with display ........................................................................ 22

6.3.2.1 Displays .............................................................................................................................. 23

6.3.3 testo Saveris radio data logger LED status displays .................................................. 23

6.4 testo Saveris 2 H2 ............................................................................................... 24

6.4.1 Short description ........................................................................................................ 24

6.4.2 Display and control elements ..................................................................................... 25

6.4.2.1 Overview ............................................................................................................................. 25

6.4.2.2 Display icons ....................................................................................................................... 25

6.5 Ethernet data logger for testo Saveris ................................................................ 26

6.6 Saveris wireless analog coupler ......................................................................... 28

6.7 testo Saveris router ............................................................................................. 29

6.8 testo Saveris converter ....................................................................................... 30

6.9 testo Saveris extender ........................................................................................ 31

monitoring”) ................................................................................................................ 10

Contents

6.10 testo Saveris cockpit unit .................................................................................... 32

6.10.1 Front ........................................................................................................................... 32

6.10.2 Rear ............................................................................................................................ 32

6.10.3 Control keys ............................................................................................................... 33

6.10.4 Displays ...................................................................................................................... 33

7 Using the product .............................................................................. 38

7.1 Starting the Saveris software .............................................................................. 38

7.2 Use of testo Saveris software for monitoring in the stationary area ................... 38

7.2.1 General ....................................................................................................................... 38

7.2.2 User interface ............................................................................................................. 39

7.2.3 Menus and commands ............................................................................................... 40

7.2.3.1 Start .................................................................................................................................... 40

7.2.3.2 Edit ...................................................................................................................................... 42

7.2.3.3 Axes .................................................................................................................................... 46

7.2.3.4 Template ............................................................................................................................. 46

7.2.3.5 Service ................................................................................................................................ 47

7.2.3.6 Select projects..................................................................................................................... 47

7.2.3.7 Style template ..................................................................................................................... 47

7.2.4 Analyzing measurement series .................................................................................. 47

7.2.4.1 Diagram view ...................................................................................................................... 47

7.2.4.2 Table view ........................................................................................................................... 55

7.2.4.3 Floorplan view ..................................................................................................................... 58

7.2.4.4 Histogram view .................................................................................................................... 58

7.2.4.5 Archiving with automatic reports .......................................................................................... 59

7.2.4.6 Generating an evaluation .................................................................................................... 59

7.2.4.7 Printing measurement data ................................................................................................. 59

7.2.4.8 Creating automatic reports .................................................................................................. 60

7.2.4.9 Configuring automatic reports ............................................................................................. 61

7.2.5 Managing zones ......................................................................................................... 63

7.2.5.1 Creating zones .................................................................................................................... 63

7.2.5.2 Changing zones .................................................................................................................. 64

7.2.5.3 Deleting zones .................................................................................................................... 64

7.2.5.4 Assigning zones .................................................................................................................. 65

7.2.6 Configuring alarms ..................................................................................................... 66

7.2.6.1 Setting up Saveris base alarms ........................................................................................... 67

7.2.6.2 Setting up time control......................................................................................................... 69

7.2.6.3 Setting up alarm groups ...................................................................................................... 70

7.2.6.4 Creating recipient ................................................................................................................ 75

7.2.6.5 Creating alarm rule .............................................................................................................. 78

7.2.6.6 Alarm overview .................................................................................................................... 83

7.2.6.7 Comments for acknowledging alarms .................................................................................. 83

Contents

7.3 Use of testo Saveris software for transport monitoring with radio data loggers

(“mobile monitoring”) ........................................................................................... 84

7.3.1 General ...................................................................................................................... 84

7.3.2 Setting up tours .......................................................................................................... 85

7.3.2.1 Tour description................................................................................................................... 85

7.3.2.2 Planning tours ..................................................................................................................... 86

7.3.2.3 Defining tours ...................................................................................................................... 87

7.3.2.4 Displaying tours ................................................................................................................... 88

7.3.2.5 Searching for tours .............................................................................................................. 89

7.3.2.6 Changing tours .................................................................................................................... 89

8 Tips and assistance ........................................................................... 90

8.1 Questions and answers ...................................................................................... 90

8.2 Saveris base alarm messages ............................................................................ 90

8.3 Accessories ......................................................................................................... 92

1 About this document

• …

Action: one step or optional step.

Requirement

Position numbers for the clarification of the relationship Elements of the instrument, the instrument display or the program interface.

Control keys of the instrument or buttons of the program interface.

... | ...

Functions/paths within a menu.

1 About this document

• The instruction manual is an integral part of the testo Saveris measurement data monitoring system.

• Keep this documentation to hand so that you can refer to it when necessary.

• Please read this instruction manual through carefully and familiarize yourself

with the product before putting it to use.

• Hand this instruction manual on to any subsequent users of the product.

• Pay particular attention to the safety instructions and warning advice in order

to prevent injury and damage to the product.

• Please read this instruction manual through carefully and familiarize yourself with the product before putting it to use.

1.1 Symbols and writing standards

Display Explanation

Note: basic or further information.

1. ...

Action: several steps, the sequence must be followed.

2. ...

List

> ...

- ...

Result of an action.

✓ …

...

between text and picture.

...

[OK]

“...” Example entries

2 Safety and disposal

Life

Indicates possible serious injuries.

Indicates possible minor injuries.

ATTENTION

Indicates possible damage to equipment.

s below 5°C, the (rechargeable) batteries will not charge;

1.2 Warning notices

Always pay attention to any information marked with the following warning notices along with warning pictograms. Implement the specified precautionary measures!

DANGER

-threatening danger!

WARNING

CAUTION

2 Safety and disposal

2.1 Safety

• Always operate the product properly, for its intended purpose and within the

parameters specified in the technical data. Do not use any force.

• Never use the Saveris probes to measure on or near live parts.

• Only carry out maintenance and repair work on the components of the testo

Saveris measurement data monitoring system that are described in the documentation. Follow the prescribed steps exactly when doing the work. Use only original spare parts from Testo.

• The use of the wireless module is subject to the regulations and stipulations

of the respective country of use and, in each case, the module may only be used in countries for which a country certification has been granted. The user and every owner undertake to adhere to these regulations and prerequisites for use and acknowledge that the re-sale, export, import, etc. in particular in, to or from countries without wireless permits, is their responsibility.

• When selecting the mounting location, ensure that the permissible ambient

and storage temperatures are adhered to.

At temperature there is only a limited possibility of reliable system operation in this temperature range.

3 Protecting the environment

• Do not use the product if there are signs of damage to the housing.

• Do not commission the instrument if there are signs of damage on the

housing.

• Dangers may also arise from objects being measured or the measuring environment. Always comply with the locally valid safety regulations when carrying out measurements.

• Do not store the product together with solvents.

2.2 Batteries

The batteries in the Saveris base, the Saveris Ethernet data loggers and the Saveris analog couplers are wearing parts which have to be replaced after approx. 2 years. If batteries are faulty, it is not possible to guarantee full operability of the GSM module. In the event of a power failure, data loss cannot be ruled out for all components. When a component's batteries are no longer fully functional, it triggers a Defective battery system alarm.

The batteries (order no. 0515 5021) should then be replaced immediately to ensure full functionality and data security.

3 Protecting the environment

• Dispose of faulty and spent batteries in accordance with the valid legal specifications.

• At the end of its useful life, deliver the product to the separate collection point for electric and electronic devices (observe local regulations) or return the product to Testo for disposal.

• WEEE Reg. No. DE 75334352

4 Support

You can find up-to-date information on products, downloads and links to contact addresses for support queries on the Testo website at: www.testo.com.

5 Using the system

5.1 Fields of application

The testo Saveris measurement data monitoring system can be used anywhere where temperature and humidity-sensitive products are produced, stored or transported; for example in the food industry (cold rooms, deep freeze rooms and refrigerated/deep freeze transporters), in smaller food production companies, such as bakeries and butcher’s shops, or in the pharmaceutical industry (temperature-controlled cabinets, storage and transportation of drugs).

5 Using the system

But the testo Saveris measurement data monitoring system can also be used in other industries for monitoring IAQ in buildings, as well as for quality assurance in store rooms for products in every phase of production.

The testo Saveris measurement data monitoring system is only used to monitor readings, not to control and regulate them.

The Saveris base with the SMS module may not be operated in environments where, for example, use of a mobile phone is prohibited.

Mobile monitoring is only available for countries with appropriate radio authorization of 868 MHz.

5.2 How it works

5.2.1 Measurement data monitoring for

monitoring in the stationary area

The testo Saveris measurement data monitoring system enables ambient or process data for temperature and humidity in closed areas (production plants, warehouses) to be measured and saved. The values measured by the probes in the system are transmitted to the Saveris base, either wirelessly or via cable (Ethernet), by data loggers, which are also used as a buffer memory for the measurement data, and the values are then saved in the base. A connected computer transfers the measurement data of the Saveris base to permanent archiving in a database.

5.2.2 Measurement data monitoring for transport

monitoring with radio data loggers (“mobile monitoring”)

The monitoring of ambient parameters during the transport of sensitive goods is done by radio data loggers which are fitted in the transport container (e.g. in a truck). If the transport container returns to the base, the readings recorded by the data logger are transmitted via extender (or also directly) to the Saveris base as soon as there is an adequate radio link. The Saveris cockpit unit can be used in the truck for direct checking of readings. If radio data loggers are registered in mobile zones, all the radio data loggers are in one radio cell on the same channel. The Saveris extenders work as external antennas of the Saveris base with a spatial distribution. All of these radio data loggers are registered on the Saveris base.

6 Product description

saved in a database.

mounted on these externally.

Saveris radio data loggers record readings

radio link.

connection.

5.3 Exclusion of liability

The testo Saveris measurement data monitoring system was developed to consolidate a large amount of measurement data from spatially separated data loggers in the Saveris software, to document them without interruption and to provide alarms in the event of irregularities.

The design of the testo Saveris measurement data monitoring system is not intended for the purpose of undertaking control and regulation tasks. In particular, the alarms are not to be seen as so-called critical alarms which are able to avert dangers to life and limb or damage to property.

Liability on the part of Testo SE & Co. KGaA for damages from this type of application is excluded.

6 Product description

6.1 System overview

Component Function

Readings are transmitted wirelessly or via an Ethernet connection to the Saveris base which

testo Saveris base

then saves them. The data are then called up by a computer from the Saveris base and

Probes

Radio data loggers for testo Saveris

Ethernet data loggers for testo Saveris

Probes measure temperature, humidity and other parameters and supply their measurement data to data loggers. In the testo Saveris measurement data monitoring system, probes are either structurally integrated into the data loggers or can be

from probes and transmit these wirelessly via

Saveris Ethernet data loggers record readings from probes and transmit these via Ethernet

6 Product description

Saveris analog couplers enable the integration

Ethernet connection.

The radio link can be improved or extended in

range.

By connecting a Saveris converter to an

paths.

over long transmission paths.

value violations.

Component Function

of additional measurement parameters into the testo Saveris measurement data monitoring

Wireless analog couplers Ethernet analog couplers

and transmitters for testo Saveris

testo Saveris router

testo Saveris converter

system by incorporating all transmitters with standardized current/voltage interfaces.

Transmitters record readings from data loggers and transmit these via an optional additional component (Ethernet module) by

poor structural conditions by using a Saveris router. Several Saveris routers are possible in the testo Saveris measurement data monitoring system. At the same time, the series connection of up to 3 routers (V 2.0 offers optimum flexibility in terms of wireless

Ethernet jack, the signal of a Saveris radio data logger can be converted into an Ethernet signal. This combines the flexible connection of the Saveris radio data logger with use of the existing Ethernet, even over long transmission

By connecting a Saveris extender to an Ethernet jack, the signal of a Saveris radio data logger, whether being used in a

testo Saveris extender

stationary or mobile mode, can be converted into an Ethernet signal. This combines the flexible connection of the Saveris radio data logger with use of the existing Ethernet, even

The testo Saveris cockpit unit permits reading control of Saveris radio data loggers during transport operations. The testo Saveris cockpit

testo Saveris cockpit unit

unit enables drivers of the transport vehicles to keep an eye on the measurement data at all times and they are alerted if there are limit

6.2.1

Display for the visualization of alarms and user guidance

Antenna

Warning LED

Keypad for operation of the Saveris base

LED for status display

6.2 testo Saveris base

Front

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USB cable connection

Network cable connection

Power supply connection via mains plug

Power supply connection via 24 V AC/DC and alarm relay

Connection for external GSM antenna

Eyelets for strain relief

Guide for stand or wall bracket

6.2.2 Rear

6.2.3 Underside

[Esc]

[Enter]

[ ▲ ], [ ▼ ]

Insertion slot for the SIM card

6.2.4 Control keys

Key Explanation

Switches from the Login menu to the

Info System menu.

In the Info Base menu, briefly press

[Esc] twice: shuts down the Saveris

base press and hold down [Esc]: starts up the Saveris base

6 Product description

6.2.5 Displays

Info Base menu

Starts the login status for the Saveris radio data loggers in the Info System menu.

Navigation keys for changing the menus.

6 Product description

IP address of the Saveris base

within the network

Netmask which is saved in the Saveris base.

is integrated into.

format is then performed by the gateway in each case.

been interrupted.

Indicator that there is free capacity in the Saveris base’s data memory.

Keys that are assigned functions in this menu.

Number of newly triggered alarms

Keys that are assigned functions in this menu.

New alarms have to be checked and acknowledged at regular intervals.

The IP address is the unique identification number of the Saveris base

The netmask is the basic address of the network which the Saveris base

Gateway which is saved in the Saveris base.

A gateway is a transfer point between networks that work with different protocols or data formats. A "translation" into the other protocol or data

Indicator for interrupted power supply. Indicator flashes when the Saveris base is being operated by batteries and the power supply has

Info Alarm menu

A large number (>100) of unacknowledged alarms will impair the system performance. The system automatically acknowledges unacknowledged alarms once these number 200 or more.

Alarm detail menu

Date on which the alarm was triggered.

Time

Probe for which the alarm was triggered.

Alarm number and total number of alarms.

Keys that are assigned functions in this menu.

Probe: Radio data logger and channel for which the reading was

and the second line the channel name in the system.

Value: Reading with associated unit.

Time: Time at which the reading was transferred.

Date: Date on which the reading was transferred.

Reading number and total number of readings.

Keys that are assigned functions in this menu.

6 Product description

at which the alarm was triggered.

Detail meas. values menu

transferred. The first number specifies the serial number with the channel

6 Product description

Name of network operator.

Reception: Display of the reception quality.

Call number: Telephone number which is saved on the SIM card.

Keys that are assigned functions in this menu.

Version number of the internal GSM module.

Serial number: Serial number of the registered instrument.

Firmware: Firmware version of the registered instrument.

Instrument type: Type designation of the registered instrument.

Radio quality: Radio quality of the registered instrument (does not apply

to Saveris Ethernet data loggers and Saveris extender).

Battery: Battery status of the instrument (does not apply to Saveris

extender, Saveris converter and Saveris cockpit unit).

Info GSM menu

Instrument detail menu

Start-up: Start-up indicates whether the instrument has been configured

by the startup wizard.

Number of registered instruments.

Keys that are assigned functions in this menu.

Probe

Probe: Number of registered Saveris Ethernet data loggers.

Router Converter: Number of registered Saveris routers.

Router Converter: Number of registered Saveris converters.

Cockpit Extender: Number of registered Saveris cockpit units.

Cockpit Extender: Number of registered Saveris extenders.

Keys that are assigned functions in this menu.

Info System menu

: Number of registered Saveris radio data loggers.

6 Product description

Status display when registering data loggers.

Keys that are assigned functions in this menu.

ESC Cancel

ENTER New try

This display is shown if no registration signal has been received from a data logger within approx. 30 seconds.

6 Product description

LED for status display.

Antenna for radio transmission of measurement data to the Saveris base.

Guide rails for the wall bracket.

Catch for the wall bracket.

Ports, depending on the type.

Connect key for registering the probe on the Saveris base and for a status request during operation.

6.3 Radio data logger for testo Saveris

6.3.1 Saveris radio data logger without display

6 Product description

Display for showing readings, battery and connection status, along with the field status of the radio link.

LED for status display.

base.

Guide rails for the wall bracket.

Catch for the wall bracket.

Ports, depending on the type.

Connect key for registering the Saveris data logger on the Saveris base and for a status request during operation.

6.3.2 Saveris radio data logger with display

Antenna for radio transmission of measurement data to the Saveris

6 Product description

Quality of the radio link.

Saveris router or Saveris converter is being carried out.

Status of batteries.

Unit of the reading:

- °Ctd or °Ftd for dewpoint measurement.

Reading.

value or undershot the lower ( ) limit value.

Number of the channel.

Display for a second sensor in the probe.

Hold down the connect key on the rear of the data logger until the LED

Flashing orange

Attempt to establish the connection to the Saveris base.

Lit up green

Registration on the Saveris base was successful.

Lit up red

Registration on the Saveris base failed.

6.3.2.1 Displays

Indicator as to whether a communication with the Saveris base or a

- % for humidity measurement

- mA for current measurement

Indication as to whether the reading has overshot the upper ( ) limit

6.3.3 testo Saveris radio data logger LED status

displays

Registering on the Saveris base

begins to flash orange.

Display Explanation

6 Product description

Briefly press the connect key on the rear of the data logger once and

Display

Explanation

Flashing 3 x green

There is a very good connection to the Saveris base.

Flashing 2 x green

There is a good connection to the Saveris base.

Flashing 1 x green

There is a borderline connection to the Saveris base.

Flashing 3 x red

Registration on the Saveris base failed.

Saveris WLAN data logger for WLAN

Status displays during operation

the LED shows the status of the connection to the Saveris base.

6.4 testo Saveris 2 H2

6.4.1 Short description

integration. The product version with order number 0572 2035 01 is compatible with testo Saveris, but not with the testo Saveris 2 data logger system.

6.4.2 Display and control elements

6.4.2.1 Overview

1 Display 2 Status LED:

- flashes red for an alarm,

- flashes green for communication

3 Control key, to start data transfer

manually 4 Battery compartment (rear) 5 USB and probe ports (bottom,

instrument-specific)

6.4.2.2 Display icons

Symbol Description

Battery capacity 75% to 100%

Battery capacity 50% to 74%

Battery capacity 25% to 49%

Battery capacity 5% to 24%, icon flashes: Battery capacity < 5%

External power supply (via USB port)

WLAN signal strength 100%

WLAN signal strength 75%

WLAN signal strength 50%

WLAN signal strength 25%

There is a data connection to the Saveris base, icon flashes: data connection to testo Saveris is being established.

6 Product description

Display for showing readings and transmission information.

LED for status display.

Connect key.

Catch for the wall bracket.

Guide rails for the wall bracket.

Input for external probes.

Input for external 24 V AC/DC power supply, M1.6 x 1.5 cable coupling.

Input for Ethernet interface

Input for service interface

Symbol Description

Alarm message

Measurement channel 1

Measurement channel 2

Alarm status: upper limit value overshot

Alarm status: lower limit value undershot

6.5 Ethernet data logger for testo Saveris

6 Product description

Input for power supply via mains unit.

Status of batteries

carried out.

- °Ctd or °Ftd for dewpoint measurement.

Reading.

Indication as to whether the reading has overshot the upper ( ) limit value or undershot the lower ( ) limit value.

Number of the channel.

Display for a second sensor in the probe.

Displays

Indicator as to whether a communication with the Saveris base is being

Unit of the reading:

- % for humidity measurement

- mA for current measurement

6 Product description

measurement data.

LED for status display.

Connect key for registering the wireless analog coupler on the Saveris

Catch for the wall bracket.

Guide rails for the wall bracket.

Input for external 24 V AC/DC power supply, M1.6 x 1.5 cable coupling.

Only with Saveris Ethernet analog coupler U1E: Input for connecting the network cable.

Input for service interface

Input for power supply via mains unit

6.6 Saveris wireless analog coupler

Only with wireless analog coupler U1: antenna for sending the

base and for a status request during operation.

Antenna for radio transmission of the measurement data.

Connect key for registering the Saveris router on the Saveris base and for a status request during operation.

Catch for the wall bracket.

Guide rails for the wall bracket.

Input for external 24 V AC/DC power supply, M1.6 x 1.5 cable coupling.

- Input for service interface.

Input for power supply via mains unit

6.7 testo Saveris router

6 Product description

LED for status display.

6 Product description

Antenna for radio transmission of the measurement data.

Connect key for registering the Saveris router on the Saveris base and for a status request during operation.

Catch for the wall bracket.

Guide rails for the wall bracket.

Input for external 24 V AC/DC power supply, M1.6 x 1.5 cable coupling.

Input for connecting the network cable (optional power supply via PoE).

Input for service interface

Input for power supply via mains unit

6.8 testo Saveris converter

LED for status display.

Antenna for radio transmission of the measurement data.

Connect key to query the status during operation.

Catch for the wall bracket.

Guide rails for the wall bracket.

Input for external 24 V AC/DC power supply, M1.6 x 1.5 cable coupling.

Input for connecting the network cable (optional power supply via PoE).

Input for service interface

Input for power supply via mains unit

6.9 testo Saveris extender1

6 Product description

LED for status display.

Component is only permitted for mobile monitoring in all countries with a radio frequency of 868 MHz.

Saveris extender cannot be operated via VPN.

6 Product description

6.10.1

Display for the visualization of alarms and user guidance

Warning LED and PC interface

Keypad for operating the Saveris cockpit unit

6.10.2

Mini USB cable connection

Guide for bracket

6.10 testo Saveris cockpit unit2

Front

Rear

Component is only permitted for mobile monitoring in all countries with a radio frequency of 868 MHz.

6 Product description

Key

Explanation

[Enter]

Hold down [Enter] for 3 seconds:

Confirm selected functions.

[Esc]

Saveris cockpit unit is not registered

down the Saveris cockpit unit.

[ ▲ ], [ ▼ ]

Navigation keys to switch menus or to select an option.

Data transfer is running between the following

zone and Saveris extender/Saveris base

Feedback informing the driver that a Saveris data logger

30 minutes.

6.10.3 Control keys

Switch on the Saveris cockpit unit. Starts the login status for the Saveris

cockpit unit in the Login menu. Switch to the next menu level down.

on the Saveris base: In the Select language menu, press

[Esc] briefly once: Shut down the

Saveris cockpit unit. Switch to the next menu level up. Saveris cockpit unit is registered on the Saveris base:

Hold down [Esc] for 3 seconds: Shut

6.10.4 Displays

Icons

The following icons are displayed at the top right of all views

Display Explanation

Tour started.

components:

- Saveris cockpit unit and Saveris extender/Saveris base

- Saveris data logger in the currently selected mobile

of the selected tour contains measurement data that have not yet been transferred to the Saveris base. The symbol only appears after a second measuring cycle or

6 Product description

Description of why an alarm has been triggered.

Channel name (Probe): Data logger which the alarm was triggered for.

Date: Date on which the alarm was triggered.

Time: Time at which the alarm was triggered.

Alarm number and total number of alarms.

Keys that are assigned functions in this menu.

transferred.

Time at which the reading was transferred / date on which the reading was transferred (shown alternately in this row).

Reading with associated unit.

Indication of limit values being exceeded.

Keys that are assigned functions in this menu.

Device settings menu

Sub-menus:

• Day/night settings

• Illumination

• Reading display settings

• Factory reset

Alarm menu

Readings menu

Data logger and associated mobile zone for which the reading was

Data logger and associated mobile zone for which the reading was transferred.

Min. reading with associated unit.

Max. reading with associated unit

Keys that are assigned functions in this menu.

Selection of the first mobile zone (with [ ▲ ], [ ▼ ]).

Selection of the second mobile zone (with [ ▲ ], [ ▼ ]).

Selection of the action: Change tour, Start tour, Stop tour (with [ ▲ ],

[ ▼ ]).

Keys that are assigned functions in this menu.

Min/Max menu

Tour settings (Tour)menu

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Selection of the output type.

Keys that are assigned functions in this menu.

Status display when the Saveris cockpit unit is registering on the Saveris base.

Print menu

The print data can be sent via infrared to the Testo printer 0554 0549.

Keys that are assigned functions in this menu.

ESC Cancel

ENTER New try

This display appears when the Saveris cockpit unit was unable to register on the Saveris base within approx. 30 seconds.

6 Product description

7 Using the product

7.1 Starting the Saveris software

1. Select [Start] | All programs | Testo | Saveris.

- The Testo Saveris software program window is opened with the Select

project dialogue.

2. Select the

• Only active project option, if you need to open the data for an ongoing project

• All projects option, if you need to open the data for a finished project.

3. Select the project that is to be opened in the tree structure.

4. Confirm by clicking on [OK].

- The Testo Saveris software program window is displayed with the selected data record in the foreground.

It can take a few minutes for the first readings to be displayed.

7.2 Use of testo Saveris software for

7.2.1 General

The following section deals with the functionality of the testo Saveris software which is relevant for measurement data monitoring in closed areas (production plants, warehouses).

monitoring in the stationary area

7 Using the product

Menu bar

Display area

switch between them via the tab

Menu functions

Navigation area

Data area

Calendar and alarm

fast navigation within the data records.

you confirm the alarms received.

7.2.2 User interface

In this section, you will find out how the user interface of the Saveris software is designed.

The readings are represented in the display area as diagrams and tables, as well as the alarms received being listed. The data from several measurements series can be opened and you can

The data area is used for measurement data management. You can create new groups of readings and copy the data from individual channels within the groups

acknowledgement In offline mode (see section 7.2.3.1

Start → Start | Operating mode), the calendar is displayed which allows

Open data records in the display area by clicking on a certain day in the calendar or by marking a period of several days in the calendar with the mouse button held down. In the online mode, this area shows the alarm acknowledgement where

7 Using the product

clipboard.

Edit zone

Changes the allocation of the channels to the marked zone.

New zone

Creates a new reading group.

Delete

Deletes the marked element.

Rename

Renames the marked zone.

One-off report

Define report contents and create one-off report.

MKT report

activation energy can be selected.

Online

The measurement is performed at the

the calendar in the online mode.

7.2.3 Menus and commands

In this section, you find out which menus and commands are available to you and what you can use these commands for.

7.2.3.1 Start

Start | Clipboard menu

Menu functions Description

Copy Copies the marked element onto the

Start | Edit zones menu

Menu functions Description

Start | Create reports menu

Menu functions Description

Start | Operating mode menu

Menu functions Description

Generates a retrospective MKT (Mean Kinetic Temperature) calculation as a pdf report for the selected zone. Reporting period, channels and

same time, meaning that the data are automatically updated.

No time period can be selected using

7 Using the product

Offline

The measurement is performed with a

view or opening another group.

from the database.

database.

Graphic

Shows the graphic display of the readings if the checkbox is activated.

Table

Shows the tabular display of the readings if the checkbox is activated.

Alarms

Shows the list of the triggered alarms if the checkbox is activated.

Diagram

readings are shown as a diagram.

current reading is shown as a column.

Monitor

Option for the graphic display. The

can position freely on a wallpaper.

Menu functions Description

time delay, meaning that the data that are called up are not automatically updated.

The data will not be called up by the base until you are actively working in the software, e.g. when changing the

Start | Analysis menu

Menu functions Description

Day Shows the calendar for selecting the

day, in order to call up the data for the corresponding day or for multiple days

Month Shows the calendar for selecting the

month, in order to call up the data of the corresponding month from the

Start | View menu

Menu functions Description

Histogram Option for the graphic display. The

Option for the graphic display. The

readings are shown in fields that you

7 Using the product

Insert

Adds a free comment text to a desired

and deleted via the context menu.

Hash code

Display hash values of the readings.

Opens a search window in the and you can search through zones and channels using a text word search.

Zoom in

Draw a rectangle in the diagram

full size.

Start | Notes menu

Menu functions Description

channel at a point in time that can be selected.

The note can be seen in the Graphic view as a yellow icon and as a red triangle in the table cell in the Table view. The entered comment text appears when you move the mouse over it. The comment can be edited

Start | Hash code menu

Menu functions Description

Start | Search menu

Menu functions Description

System navigation areas where

Data

7.2.3.2 Edit

Edit in the diagram view

The Edit menu (diagram) is only displayed if the diagram has been activated by clicking on the window.

Edit | Tools menu (diagram)

Menu functions Description

window to zoom in on the area covered. This function can also be used during a measurement in online mode. However, this means the extract shown always displays the current value. When you click on [Original size], the diagram is once again displayed in its

7 Using the product

Crosshairs

Crosshairs which can be used to

reading are shown in the process.

Regression curve

Regression curves are an aid to

in the status bar.

limit values in the diagram.

Font

Opens the selection list of available fonts.

Font size

font sizes.

fonts.

curve.

New formula

Opens an input window for entering a new calculation formula.

Menu functions Description

follow the curve are shown by clicking on a point of a measurement curve. The date, time, reading number and

enabling better evaluation of large, complex amounts of data. This involves "outliers" being suppressed and the actual course of the curve being reproduced using a theoretical, mathematical function.

The regression curve is shown by clicking on a measurement curve. regression coefficients are displayed

Limit values Activate the checkbox to show the

Edit | Font menu

Menu functions Description

The

Edit | Curves menu (diagram)

Font

C:1, C:n Legend for the diagram. Clicking on

Edit in the table view

The Edit (table) menu is only displayed if the table has been activated by clicking on the window.

Edit | Formulae menu (table)

Menu functions Description

Opens the selection list of available

the entry of a curve opens the dialogue for the characteristics of the

7 Using the product

Edit formula

Allows an existing formula to be edited.

Delete formula

Deletes an existing formula.

Mark

range).

Drop marking

Drops the marking.

Add rows (minimum, maximum,

Inserts a row at the end of the table

Compress

Compresses the table to definable

7.2.3.3 Axes

Axes | Axes menu

This menu allows you to configure the value and time axis.

Axes | Value axis menu

Menu function Description

Division Input of upper and lower limits and

Axes | Time axis menu

Menu function Description

7.2.3.4 Template

Template | Template menu

Select a standard template in this menu into which the data that are to be saved or printed are integrated.

The templates differ in terms of the protocol header, that is in terms of the company logo, the address field or the specification of statistical values.

Template | Edit menu

Menu function Description

Enables the creation of a new

7 Using the product

Display service data

Creates an *.html file with the service

The software version number

In the Start | View menu, mark the Graphic function if the data are to



histogram



In the Start | View menu, the Diagram command is activated. You now

In the calendar, select the day or time period that needs to be

7.2.3.5 Service

Service | Service menu

This menu can be used to display the service data.

Menu function Description

data.

can be found under service data.

7.2.3.6 Select projects

The project data for all projects already created can be displayed using the selection menu without having to restart the software.

7.2.3.7 Style template

Selection of the colour scheme for the program window.

7.2.4 Analyzing measurement series

You can represent measurement series as a diagram or a table.

be displayed graphically and choose the form of display.

•

The measurement data can be shown as a diagram,

number field.

• Choose Table if the data are to be displayed in tabular form.

7.2.4.1 Diagram view

In this view, the readings are shown as line diagrams.

have to select the data record that you wish to display.

evaluated.

7 Using the product

In the tree structure of the data area, open the group that contains the



2.1

If necessary, deactivate channels via the checkboxes for the

Click on Edit | Tools | Zoom in.

In the diagram, press and hold the left mouse button to highlight the

Click on Edit | Tools | Crosshairs.

In the diagram, click on the point for which the details need to be



data to be displayed.

The data for the selected data is displayed.

display.

You can show or hide the gridlines for the corresponding axis by clicking on the time axis or the value axis.

Zooming in

Zoom in on a detail of the diagram, for example to check the behaviour of the readings within a specific time span.

area that needs to be enlarged.

If you click on [Original size], the whole diagram is shown again.

Information on a reading (crosshairs)

If you move the crosshairs along a curve, you will quickly get detailed information on the individual readings.

shown.

A dialogue is displayed with the following information about the reading:

• date on which the reading was recorded,

• time at which the reading was recorded,

• number of the reading and

• reading.

You can move along the curve with the left mouse button pressed and held enabling you to see the detailed information for the readings.

To do this, it is not necessary to follow the course of the curve exactly;

the crosshairs do this automatically when you move the mouse to the right or left.

7 Using the product

Click on Edit | Tools | Regression curve.

Click on the reading curve for which the regression curve needs to be



Switch to the diagram view of the measurement series whose

In the Edit | Lines menu, click on the entry of a curve whose



[OK]

Applies the changed settings. The dialogue is closed.

[Cancel]

Closes the dialogue without applying the changes.

Showing regression curve

Place a regression curve over the diagram to show the course that the measurement series tends to take.

shown.

The regression curve is shown and its regression coefficients are

Characteristics of a curve

You can adapt the display of a measurement series to your requirements. So, you can for example change the line width of a curve or the representation of the limit values in the diagram.

Buttons of the dialogue

displayed in the status bar.

If you click on the curve again, the regression curve is once more hidden.

characteristics need to be displayed.

The Characteristics of (curve name) dialogue is opened.

The following tabs are available in the dialogue:

• Edit line tab

• Range limits tab

• Statistical computation tab

Button Explanation

7 Using the product

Smooth

The measuring points are connected

mathematically.

Mark measuring points

The individual measurement points

Colour

Line colour of the curve.

Width

Line width of the curve.

Style

Line style of the curve.

Marker

Symbol for the measuring points.

extreme values.

Edit line tab

Name Explanation

Degree of regression Possible values "0" to "7". "0" degree

by an interpolated curve; that is, the plot-points on the curve between two measuring points are estimated

are represented by a symbol.

The value shown exactly corresponds to the measured value only at these points. The measuring points are connected with straight lines during the measurement. When the measurement is paused, the curve can be smoothed.

of regression corresponds to a pure mean value calculation, "1" degree to the linear trend, a higher value helps in the event of curves with several

diagram.

Add limit labels

Specification as to whether the limit

curve).

Area fill

Specification as to whether the areas

marked by means of an area fill.

lines.

Selection lists for line fill

Selection lists for line type and line thickness.

Overshot

Colour selection for filling the area above the upper limit value.

below the lower limit value.

Range limits tab

7 Using the product

Name Explanation

Display range limits Specification as to whether the limit

values should be shown in the

values should be labelled (Upper/Lower limit value: name of

outside the limit values should be

Selection list for area fill Selection of the fill.

Line fill Specification as to whether the limit

values should be shown by horizontal

Undershot Colour selection for filling the area

7 Using the product

Min. value

Smallest reading of the curve.

Max. value

Largest reading of the curve.

Mean value

Arithmetically-determined average reading.

Std. deviation

Measure of the scattering of the readings around the mean value.

Criteria

Setting display criteria: all, date/time and index range.

Recalculate

Recalculates the curve.

Double click on the required value axis in the diagram or use the right



Statistical computation tab

Name Explanation

Settings for the axes in the diagram

Change the settings of the axes in the diagram to adapt the display to your requirements.

Settings for the value axis

mouse button.

The Change axis [Unit of the

readings] dialogue is displayed.

Name Explanation

Division linear

Specification that the axes are divided in a linear manner.

Division logarithmic

Specification that the axes are divided

increments represent powers of ten.

[OK]

Applies the settings until other data are called up. The dialogue is closed.

[Cancel]

Closes the dialogue without applying any changes at all.

Automatic scale

Specification as to whether the

value axis.

Range of values from...to

Manual input of the value range when

Automatic scale is disabled.

Division automat.

Specification that the program should perform the division of the axis.

Division manual

Specification that the division of the axis should be performed manually.

Grid [<], [>] (when automatic division

is enabled)

By clicking on [<] or [>], make the axis division larger or smaller.

enabled)

With the right mouse button, click on the time axis in the diagram.



logarithmically, meaning the division

program should perform scaling of the

7 Using the product

Interval (when manual division is

Manual entry of the grid.

Settings for the time axis

The Adjust time axis dialogue is displayed.

7 Using the product

[OK]

Applies the settings until other data are called up. The dialogue is closed.

[Cancel]

Closes the dialogue without applying any changes at all.

Position

diagram.

window.

Extract

Shows a firmly defined extract that can be moved over the time axis.

Limits from…to (when Position

view is enabled)

Limits for the Position view.

Minimum time cycle (when Extract

view is enabled)

Specification of which time period should at least be shown.

Selection list for the unit

d (day).

Absolute

All times are the real times at which the readings were recorded.

Relative

Sets the starting time to 00:00; the

point.

Paging enabled

The function associated with this is

Edition.

Division automat.

Specification that the program should perform the division of the axis.

axis should be performed manually.

is enabled)

, make the axis

division larger or smaller.

Interval (when manual division is

enabled)

Manual entry of the grid.

Selection list for the unit (when

Unit of the time axis:

d (day).

Name Explanation

Shows a freely-definable extract of the

Automatic scaling... Shows the entire diagram in the

Extract view is enabled)

Division manual Specification that the division of the

Grid [<], [>] (when automatic division

manual division is enabled)

(when

Unit of the time axis in the minimum time cycle:

sec (second) min (minute) h (hour)

time then runs relative to this starting

not available in the Small Business

By clicking on [<] or [>]

sec (second) min (minute) h (hour)

7 Using the product



In the Start | View menu, the Table command is activated. You now

In the calendar, select the day or time period that needs to be

In the tree structure of the data range, open the zone that contains the



If necessary, deactivate channels via the checkboxes for the display.

Click on Edit | Tools | Mark.



Select the Date/time option if the readings for a specific time period



Determine time period or index range.

Click on [OK].

7.2.4.2 Table view

The readings are listed in table form in this view.

have to select the data record that you wish to display.

evaluated.

data to be displayed.

Marking readings

Mark specific readings, for example to perform a statistical computation for part of the measurement series.

The table view of the selected data is displayed.

The min, max and mean values cannot be determined via a time period/index range defined in the table.

A dialogue for determining the criteria is displayed.

need to be marked.

•

The selection lists for determining the time period are enabled.

• Select Index range if the readings in specific table rows need to be marked.

The selection lists for determining the index range are enabled.

7 Using the product



Click on Edit | Tools | Drop marking.



Click on Edit | Tools | Add rows | Minimum, Maximum or Mean



Repeat step 1 to insert another value into the table.

Click on Edit | Tools | Compress.



Determine via the checkboxes whether the respective minimum reading

The dialogue is closed and the corresponding readings in the table are

Dropping marking

Inserting extreme values or mean value into the table

Insert the minimum/maximum reading, along with the mean value over the whole table, at the end of the table.

Compressing tabular values

Compress the table to definable time intervals to make the table clearer when there are large amounts of data.

Only the first and the last value are shown for the individual intervals. The other readings are hidden.

In addition, the minimum, maximum and/or mean value can be shown for the respective time period.

marked.

The selected readings can be copied and further edited using suitable software (e.g. with Microsoft

Excel®).

The marking of the readings is deleted.

value.

A row is added at the end of the table with the appropriate value over all the readings.

To remove a value from the table, click on the appropriate entry in the

Add rows menu again.

The dialogue for determining the options is opened.

(Min), maximum reading (Max) and/or mean value (Mean) needs to be calculated for the individual time spans.

Enter the time span under Extract and determine its unit. Possible

Click on [OK].



In the Edit | Search | Maximum menu, click on the curve for which the



In the Edit | Tools | Add rows menu, activate the selection that needs



Click in the Edit | Tools | Compress menu.



Set calculation and extract and confirm with OK.



Click in the Edit | Tools | Drop compression menu.

At least one of these values must be activated to enable compression of the table to be carried out.

settings for the unit:

• sec (second)

• min (minute)

• h (hour)

• d (day).

The dialogue is closed and the table is shown in compressed format.

Determining largest reading

largest reading needs to be determined.

The largest reading is displayed as marked in the table.

Adding Rows

7 Using the product

to be displayed in the extra rows.

The additional rows are displayed in the table.

Compressing

Tabular values are displayed in compressed format. The limits for the compression range and the additional min, max and mean values are displayed.

A selection window is displayed.

The table display is reduced to the selected min, max and mean values and to the time period entered.

Dropping compression

Table compression is dropped again.

7 Using the product



In the Edit | Search | Minimum menu, click on the curve for which the





In the Start | View menu, the Monitor command is activated. You now

In the calendar, select the day or time period that needs to be

In the tree structure of the data range, open the zone that contains the



If necessary, deactivate channels via the checkboxes for the display.



In the Start | View menu, the Histogram command is activated. You

In the calendar, select the day or time period that needs to be

In the tree structure of the data area, open the group that contains the



If necessary, deactivate channels via the checkboxes for the display.

Determining the smallest reading

smallest reading needs to be determined.

The table is again displayed with all the individual values.

The smallest reading is displayed as marked in the table.

7.2.4.3 Floorplan view

The readings are shown as number fields in this view. If you take advantage of the opportunity to insert a wallpaper, e.g. a floor plan of a building, you quickly achieve a spatial overview of the current ambient conditions.

have to select the data record that you wish to display.

evaluated.

data to be displayed.

The monitor display for the selected data is shown.

7.2.4.4 Histogram view

In this view, the readings are shown as a histogram, meaning the last reading of a channel is shown as a column

now have to select the data record that you wish to display.

evaluated.

data to be displayed.

The histogram for the selected data is displayed.

7 Using the product

Select the day or time period in the calendar for which the report needs



In the Start | View menu

2.1

Choose the Diagram command when the table view is

2.2

Choose the Table command when the diagram view is

In the Template | Template menu, select the types of report header.

Select the Print command in the File menu.



If necessary, change print options and click on [OK].



7.2.4.5 Archiving with automatic reports

A simple and reliable option for archiving your data is automatic reporting. The reports are created by the software and saved on a daily, weekly or monthly

basis at a specified location on the computer or a server; see also section

7.2.4.9 Configuring automatic reports for this. The reports are saved as pdf files, so that they can easily be viewed or sent by

email, without it being possible to change the data stock.

7.2.4.6 Generating an evaluation

You can print out measurement series or have reports on the data generated either automatically by the software at definable intervals or manually for the required time period.

7.2.4.7 Printing measurement data

Measurement data can be printed in diagram or table form.

to be created.

The data for the day or time period are displayed as a diagram or table, depending on the setting.

activated, but the diagram view needs to be printed.

activated, but the table view needs to be printed.

Via the File (Testo logo) | Page view command, open a preview of the report.

Use portrait format for printing a table, but landscape format is recommended for printing a diagram.

Specify the format via File | Page setup...

The Print dialogue is displayed for selection of the print options.

The report is printed.

7 Using the product

Select Stationary zones main menu.

Mark required time period on the calendar.

In the Start tab under Create reports, click on One-off report.





User is authorized for this.

In the System main menu, in the CFR tab, click the Security settings

Select pdf settings.

7.2.4.8 Creating automatic reports

Use the One-off report function to generate 21 CFR 11-compliant printouts of any period of time.

The pdf report contains:

• CFR-compliant cover sheet with hash code of the pdf report

• Graphic, measurement data table and alarms for the selected zone

The pdf report can be saved as a pdf with a master password.

• Audit trail of the time span specified in the calendar

The master password is only requested when the report is opened with Adobe Acrobat. No request is made when opening with Adobe Reader.

button.

7 Using the product



[New report]

Adds a new reporting task to the list.

List of the reporting tasks

List of the created reporting tasks.

Zones

Selection list of the group for which the report needs to be generated.

Format

pdf, csv

Content group box

When the option is enabled, the

- Add a signature line

7.2.4.9 Configuring automatic reports

In the report settings, you can determine how automatic reporting should be done.

In the navigation area, click on Automatic reports.

The Settings for automatic reports submenu is displayed in the data window.

Name Explanation

corresponding data sheet is attached to the report

- Detailed acc. to FDA 21CFR11

- Summary

- Brief

- Custom

- Add a logo picture

7 Using the product

Report schedule

Specify whether the report is to be

can be set (start date/time, end

[Options]

Specification as to how the report is to

Store as file: The report is

Recipient input field

Input field for one or more email

use “;” as a separator.

have been carried out.

Name Explanation

generated daily, weekly, monthly or at a custom time.

Daily: The report is generated

daily at 1 a.m.

Weekly: The report is

generated every Sunday at 1 a.m.

Monthly: The report is

generated on the last day of the month at 1 a.m.

Custom: A future time period

date/time) for which a report is to be generated on a one-off basis. The report is generated after the time period has elapsed.

be used:

Store as file, Send by email, Store as file and send by email.

Address book Addresses can be selected from the

Apply settings Saves the report configurations that

saved on the PC.

Send by email: The report is

sent to one or more email addresses.

Store as file and send by email: The report is saved on

the PC and sent to one or more email addresses.

addresses of the employees to whom the report is to be sent. When there are several email addresses, please

address book.

7 Using the product

In the navigation area, click on Stationary zones or Mobile zones.



In the Start | Edit zones menu, select the New zone command.



If required, deactivate a channel which is not needed.

The storage location for the reports was determined during the installation of the Saveris software.

The path specification is shown under the Determine folder field.

7.2.5 Managing zones

Once you have familiarized yourself with the menus of the Saveris software, you can turn to creating zones, for example to separate the data loggers according to location. You could perhaps combine data loggers that are located in storerooms into one zone and data loggers that are located in refrigerated rooms into another.

Changing or deleting zones during operation will affect subsequent generation of pdf reports. As these changes also apply retrospectively, old zone configuration data are overwritten.

If a pdf report is generated retrospectively from the past, only the most recent zone configuration is used for reporting. Without a database backup, complete traceability of the changed or deleted zones cannot

Data loggers are assigned to zones in the startup wizard. They can be changed later via Start | Edit.

7.2.5.1 Creating zones

be guaranteed.

You can assign a maximum of 4 data loggers to one mobile zone and monitor a maximum of 2 mobile zones simultaneously in one tour.

The available zones are displayed in the data area.

The New zone dialogue is displayed.

At least one channel must be activated. In mobile zones, all channels of a probe must be assigned to the same

zone.

7 Using the product

In the Name field, enter the name of the new zone.

Confirm entries with [OK].



In the navigation area, click on Stationary zones or Mobile zones.



In the tree structure of the data area, select the zone that needs to be

In the Start | Edit zones menu, select the Change zone command.



Click on the checkboxes in front of the channels that are to be added to

In the Name field, overwrite the zone name.

Confirm the input with [OK].

In the navigation area, click on Stationary zones or Mobile zones.



In the tree structure, mark the zone that should be deleted.

In the Start | Edit zones menu, select the Delete command.



Assign names for the zones that are not longer than 15 characters.

The New zone dialogue is closed and the new zone is listed in the tree structure in the data area.

7.2.5.2 Changing zones

You can add channels to an existing zone. You can delete channels from a zone that you no longer require there. You can also change the name of the zone.

The available zones are displayed in the data area.

changed.

The Change zone window opens.

the zone or deactivate them to remove the channel from the zone.

7.2.5.3 Deleting zones

The available zones are displayed in the data area.

After confirmation, the zone is deleted.

7 Using the product

deleted. A disabled zone is only visible in the time period in which it was



Users or user groups are created in the active directory.

In the navigation area click on System.

In the System | Security menu, select the Authorizations command.



Mark zone for which access needs to be limited.

Click on [Search].



Mark users or user groups that should be given access to the selected

Confirm the input with [OK].



Click on [OK].

In the database, the zone is marked as deleted and disabled, but not

active.

7.2.5.4 Assigning zones

You can limit zone access to certain users and user groups. Multiple selection is also possible.

Zones are visible to all users as standard.

The Authorizations window opens.

The Search window opens where the users or user groups from the Active Directory are listed.

zone.

The selected users are assigned to the relevant zone in the

Authorizations window.

7 Using the product

7.2.6 Configuring alarms

Information on the alarm function

• The alarms occurring in the Saveris system are primarily used to notify the user in good time that problems have occurred which jeopardize the continuous availability of the data in the database. Generally, action is then required.

• Alarms indicate a one-off, but possibly also regular, malfunction. The aim must be to minimize the number of alarms that occur during operation and eliminate such alarms wherever possible. There may be a maximum of 200 outstanding unacknowledged alarms at any one time. An increasing number of unacknowledged alarms not only makes troubleshooting in serious cases more difficult, but also slows the system response during operation.

Alarms are configured in four steps:

1. Setting up Saveris base alarms The configuration of the system alarms allows you to determine the conditions under which the base triggers an alarm.

2. Set up alarm groups. The alarm groups allow you to determine for which probes and under what conditions an alarm is triggered for system alarms and for channel-related alarms.

3. Enter recipient. You must enter the recipients to be able to send alarm messages by SMS or email.

4. Define rules. The rules allow you to determine which employee should be notified if an alarm is triggered in a group and which employees receive a message if the alarm is not acknowledged.

Since the probes that monitor mobile units are not generally operated under target conditions (e.g. truck is not cooled during idle periods), limit values are only deemed to be relevant according to the tour blank. The Saveris base therefore only outputs system alarms for probes in mobile zones – violations of limit values are suppressed.

7.2.6.1 Setting up Saveris base alarms

Click on Alarm management in the navigation area.



Click on Alarm settings base.



No configuration changes are transferred to the probe/base until you have exited the Alarm management menu! You should therefore exit the Alarm management menu after any changes.

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

• Alarm recipients

• Alarm rules

• Comments for acknowledging alarms

The alarm settings for the base are shown in the display area.

7 Using the product

Device alarm Saveris Base

Setting options for the Saveris base

power supply fails.

Alarm conditions

Re-trigger confirmed alarms after

a specified duration.

Light signal

Advanced settings

No radio signal (stationary) [min]

No radio signal (mobile) [h]

Apply settings

Saves the alarm settings.

Enable alarm time control

Activates the configured time control.

Alarm time control

Opens a window for configuring the

Setting up Saveris base alarm settings.

Click on Apply settings.

Exit Alarm management menu.



Display Explanation

alarms No PC connection: no response from

the PC. Memory almost full: alarm when the

Saveris base memory overflows. No GSM Network: alarm when there

is no GSM connection. SMS overflow: alarm when an error

occurs in SMS transmission.

Power failure:

[min]: re-triggers alarms that have already been acknowledged following

Alarm output Saveris Base Relays

Audible signal

No signal from network components [min]

alarm when the base

Alarm settings are transferred to the instruments.

time control.

7.2.6.2 Setting up time control

Click on Enable time control.



Click on Alarm time control.



Click on a time entry with the right mouse button and select Delete.



Click on the blank time entry with the right mouse button and select



Click on [OK] to confirm the entry.



All alarms across the entire system are paused/activated via time control.

The Alarm time control button is activated.

An input window with a complete time control system is displayed. The time control is filled out from Monday to Sunday 0:00 – 24:00 ex-works.

The selected time entry is deleted.

New.

An input window is displayed where you can enter the alarm ON times (from, to or all-day).

7 Using the product

The input window is closed and the modified times are displayed in the time control overview.

7 Using the product

Confirm by clicking on [OK].



Click on Alarm management in the navigation area.



In order to create a second time entry for the same day, repeat step 4 and step 5.

7.2.6.3 Setting up alarm groups

Component alarms

Two time periods can be specified per day.

The input window is closed and the modifications to the time control are accepted.

No configuration changes are transferred to the Saveris radio data logger/Saveris base until you have exited the Alarm management menu! You should therefore exit the Alarm management menu after any changes.

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

• Alarm recipients

• Alarm rules

• Comments for acknowledging alarms

Click on Alarm settings component.

The alarm settings for data loggers are shown in the display area.

7 Using the product

Display

Explanation

Insert into new group

Move to…

Move component/channel to another alarm group.

Remove from group

Removes the component/channel from the specified alarm group.

Delete this group

Deletes the entire alarm group.

Alarm setting components

List of the available components and

Alarm settings for groups

Enter the group name. signal.

[Apply settings]

Saves the alarm settings of an alarm group.

Creates a new alarm group.

System settings System alarms: alarm activation for

their affiliation to the selected alarm group.

notification when there are connection problems, LoBat and power failure

Alarm conditions: trigger acknowledged alarms after [min]

Alarm output Saveris base: settings for relays, audible signal and light

7 Using the product

Right-click on component, then click on Insert into new group.



Overwrite the default names in Group alarm settings.

Right-click on component, then click on Move to ....



Click on required alarm group.



Right-click on component, then click on [Remove from group].



Right-click on component, then click on [Delete this group].



Click on Alarm management in the navigation area.



Create new group

Move to…

Remove from group

Delete group

A new alarm group is created.

A selection of available alarm groups is displayed.

The component is assigned to the selected alarm group.

The component is removed from the assigned alarm group.

The assigned alarm group is deleted, all components that were assigned to this group are now without an alarm group.

Channel alarms

No configuration changes are transferred to the Saveris data logger/Saveris base until you have exited the Alarm management menu! You should therefore exit the Alarm management menu after any changes.

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

• Alarm recipients

7 Using the product

• Alarm rules

Click on Alarm settings channel.



the measurement parameter is

• Comments for acknowledging alarms

The alarm settings for Saveris data loggers are shown in the display area.

Name Description

Insert into new group Creates a new alarm group, with a

distinction between alarm, warning and trend alarm group.

A trend alarm is used to monitor temporal changes or the stability of measurement parameters.

The change in the measurement parameter is determined over four measurement cycles and projected onto the change per hour.

To this end, an alarm is useful unless the absolute value of

supposed to be within specified limits, but rapid changes must be avoided.

7 Using the product

[Move to]

Move component/channel to another

Remove from group

Removes the component/channel

Delete this group

Deletes the entire alarm group.

Alarm settings channels

List of the available channels and their

Alarm settings for groups

Enter the group name.

limit delay [measurements], upper limit

signal.

[Apply settings]

Saves the alarm settings of an alarm group.

[Print]

Creates a file containing a summary of

and the Saveris base.

Right-click on component, then click on [Insert into new group].



Overwrite the default names in Group alarm settings.

Right-click on component, then click on [Move to …].



Click on required alarm group.



Name Description

alarm group.

from the specified alarm group.

affiliation to the selected alarm group.

System settings Alarm conditions: settings for lower

delay [measurements] and trigger acknowledged alarms after [min]

Alarm output Saveris base: settings for relays, audible signal and light

the alarm settings for Saveris probes

Create new group

A new alarm group is created.

Move to…

A selection of available alarm groups is displayed.

The component is assigned to the selected alarm group.

Remove from group

Right-click on component, then click on [Remove from group].



Right-click on component, then click on [Delete this group].



Click on Alarm management in the navigation area.



Click on Alarm recipients.



The component is removed from the assigned alarm group.

Delete group

The assigned alarm group is deleted, all components that were assigned to this group are now without an alarm group.

7.2.6.4 Creating recipient

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

• Alarm recipients

• Alarm rules

• Comments for acknowledging alarms

7 Using the product

The recipient data are displayed in the display area.

7 Using the product

[New recipient]

Creates a new entry in the recipient list.

Recipient list

List of possible recipients.

clicking on the number with the

SMS / email

email.

Input field for SMS function

Number to which the SMS should be sent.

Input field for email function

Recipient’s email address.

Name Description

The telephone number in the recipient list comes from commissioning.

You can replace the number with a recipient name by

checkboxes

right mouse button and choosing the Rename command.

Specification as to whether the alarm message should be sent by SMS or

Name Description

Readiness

Overview of the recipient’s availability

[Apply settings]

group.

Click on [New recipient].



Click on the new entry in the recipient list with the right mouse button

Activate the SMS checkbox when the recipient needs to be informed via



Enter the corresponding numbers.

Activate the Email checkbox when the recipient needs to be informed



times.

Time entries are automatically rounded up/down to 1/4 hour.

To change the availability time, you must delete the existing entry using the right mouse button and enter a new availability time.

Saves the alarm settings of an alarm

Create new recipient

A new entry with the same name is added to the recipient list.

If no recipient was defined with clear text beforehand, the telephone number is used here for the recipient name as an alternative.

7 Using the product

and change the designation.

Recipient’s mobile phone data (optional)

SMS in the event of an alarm.

The Input field for the telephone number is displayed.

If an alarm chain is to be created from several recipients, the output targets (SMS or email) of the recipients must not be different within the

Entering recipient’s email address (optional)

respective alarm chain.

via email in the event of an alarm.

The Input field for the email address is displayed.

7 Using the product

Enter the recipient’s email address.

Exit "Alarm management" menu.



Click on Alarm management in the navigation area.



Click on Alarm rules.



If an alarm chain is to be created from several recipients, the output targets (SMS or email) of the recipients must not be different within the respective alarm chain.

Transfer alarm settings

Alarm settings are transferred to the instruments.

7.2.6.5 Creating alarm rule

No configuration changes are transferred to the Saveris probe/base until you have exited the Alarm management menu! You should therefore exit the Alarm management menu after any

A prerequisite for creation of alarm rules is that the Saveris base alarm settings, the alarm groups of the Saveris probes and the recipients of the alarm messages have been entered.

changes.

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

• Alarm recipients

• Alarm rules

• Comments for acknowledging alarms

A list of the previously created alarm rules is shown in the display area.

Group

Group for which the alarm rule applies.

Recipient

Recipient who is to receive the alarm message.

Message

Text of the alarm message.

acknowledge the alarm.

To 2nd recipient

alarm.

Forward after

Time period since the last dispatch

3) minutes.

Name Description

7 Using the product

Forward after Time period after which the alarm

message needs to be sent to another recipient if the first recipient does not

Recipient who is to receive the forwarded alarm message if the first recipient does not acknowledge the

after which the alarm message should be sent to another recipient if the alarm was not acknowledged. Recipient 3 receives alarm after (forwarding time from recipient 1 to 2 + forwarding time from recipient 2 to

7 Using the product

To 3rd recipient

Recipient who is to receive the

was not acknowledged.

alarm rule.

messages.

Click on [New rule...].



Specify group in the With alarm in group selection list for which the new alarm should apply.

Enter the alarm message text in the Message input field.

Determine the first recipient who is to receive the alarm message in the

Click on [Next >].

Name Description

forwarded alarm message if the alarm

[New rule…] Starts the wizard for creating a new

Preview Shows the configured scheduled

Creating new rule

The wizard for creating a new rule is started.

selection list of the same name.

7 Using the product



Either

6.1

click on [Finish], when the alarm message does not need to be



6.2

Or on the With lack of acknowledgement, forward to



In the min field, enter the time period after which the alarm message

In the to selection list, specify the recipient who is to receive the alarm

Click on [Next >].

The dialogue for the forwarding function or for finishing the alarm rule is shown.

forwarded if the first recipient does not acknowledge the alarm

[Finish] is only displayed if no forwarding is needed.

The wizard is ended and the new rule is included in the list of alarm messages.

checkbox if the alarm message needs to be forwarded to another recipient.

The min input field for specifying the time period after which the alarm message needs to be forwarded and the selection list for determining the next recipient is displayed.

needs to be forwarded. (Time between the alarm being received by recipient 1 and it being forwarded to recipient 2).

message.

The output targets (SMS or email) for recipient 1 and recipient 2 must not be different. For all recipients in an alarm chain, the same output target (all SMS or all email) must be set, otherwise the alarm chain will be interrupted.

7 Using the product



Either

10.1

click on [Finish], when the alarm message does not need to be



10.2

Or on the With lack of acknowledgement, forward to



In the min field, enter the time period after which the alarm message

In the to selection list, specify the recipient who is to receive the alarm

Click on [Finish].



Exit "Alarm management" menu.



The dialogue for the forwarding function or for finishing the alarm rule is shown.

forwarded if the alarm is not acknowledged

checkbox if the alarm message needs to be forwarded to another recipient.

The wizard is ended and the new rule is included in the list of alarm messages.

The min input field for specifying the time period after which the alarm message needs to be forwarded and the selection list for determining the next recipient is displayed.

needs to be forwarded. (Time between the alarm being sent to recipient 2 and it being forwarded to recipient 3).

message.

The output targets (SMS or email) for recipient 2 and recipient 3 must not be different. For all recipients in an alarm chain, the same output target (all SMS or all email) must be set, otherwise the alarm chain will be interrupted.

The wizard is ended and the new rule is included in the list of alarm messages.

Alarm settings are transferred to the instruments.

7 Using the product

Click on Alarm management in the navigation area.



Click on Alarm rules.



Click on Alarm management in the navigation area.



7.2.6.6 Alarm overview

In the alarm overview you will find a list of the groups with their specific alarm settings.

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

• Alarm recipients

• Alarm rules

• Comments for acknowledging alarms

The defined alarms are shown in the display area.

7.2.6.7 Comments for acknowledging alarms

You can create standardized acknowledgement comments, which are displayed in the acknowledgement window as a selection list.

The following submenus are displayed in the data area:

• Alarm settings base

• Alarm settings component

• Alarm settings channel

7 Using the product

• Alarm recipients

Click on Comments for acknowledging alarms.



[Delete]

• Alarm rules

• Comments for acknowledging alarms

The defined acknowledgement comments are shown in the display area.

[Add]: Create acknowledgement comment. [Update]: Edit existing acknowledgement comment.

: Delete existing acknowledgement comment.

7.3 Use of testo Saveris software for

transport monitoring with radio data

7.3.1 General

The following section deals with the relevant functionality of the testo Saveris software for measurement data monitoring in terms of transport monitoring using Saveris radio data loggers (“mobile monitoring”), see also section 5.2 How it works.

loggers (“mobile monitoring”)

In the navigation area, click on Tour management.



Select [New tour description].

Enter the name of the new tour description.



Enter information.

7.3.2 Setting up tours

7.3.2.1 Tour description

The Tour description dialogue is displayed in the data area.

7 Using the product

The name appears in the tour calendar and in the Saveris cockpit unit.

7 Using the product

Exit dialogue.



Click [Yes].



This description only relates to tours that are planned for the future. The

In the navigation area, click on Tour management.



Select [Add tour description].

Enter the name of the new tour. The name appears in the tour calendar

Query appears asking whether information should be saved.

The tour description is saved and can be added to a tour during tour planning. The tour description is transferred to the Saveris cockpit unit and can be selected there.

The Saveris cockpit unit can manage up to 100 tour descriptions.

7.3.2.2 Planning tours

software is used to create a tour for this. This process is recommended if a Saveris cockpit unit is not used for tour entry.

The Tour planning dialogue is displayed in the data area.

and in the Saveris cockpit unit.

Select mobile zones.

4.1

If required: add tour description.

Select time period during which the tour is to be carried out.

Exit dialogue.



Click [Apply settings].



In the navigation area, click on Mobile zone.

Select Tour definition.



Define required tour. Via [From tour description] the additional

Confirm entries using [Finish].



Query appears asking whether information should be saved.

The tour is saved and is displayed in the tour calendar as a planned tour.

Tours that have not yet taken place can only be changed in the Tour

management navigation area.

7.3.2.3 Defining tours

This function is used to assign existing measurement data to tours at a later stage.

7 Using the product

The Define tour window is opened.

information of an existing tour description can be included for this tour.

Tour is saved and displayed in the tour calendar.

7 Using the product

In the navigation area, click on Tour management.

Select Tour calendar.

7.3.2.4 Displaying tours

• Selection of the displayed mobile zone

• Adjustable filter options

• Calendar view

• Overview of the tours that have taken place and status of data

transfer to the Saveris base:

o Green: Data transfer complete o Yellow: Data transfer in progress o Red: Data transfer failed

• Planned tours are shown in white

• Tours that have taken place are shown in orange. Tour data can be

displayed via the context menu in the Tours navigation area.

7.3.2.5 Searching for tours

In the navigation area, click on Tour management.

Select Tour finder.

Select or enter required search options.

Click [Find].



Select required entry from the list of results.

Click [Show].



In the navigation area, click on Tour management.

Select Change tour.



When searching for tours within a time frame, the tour is considered as a whole. No result is shown if only one part of the tour is within the time frame specified in the search.

7 Using the product

Results are displayed.

Selected tour data are displayed in the Tour management navigation area.

7.3.2.6 Changing tours

The Define tour window is opened.

8 Tips and assistance

Make required changes.

Click [Next] and [Finish].



The Saveris converter does

The cable connection to the converter is faulty.

the factory settings.

Saveris cockpit unit does not

The power supply to the Saveris cockpit unit

Saveris cockpit unit printout

The power supply to the Saveris cockpit unit

L_CommUp

Error during USB or Ethernet initialization.

- Restart the Saveris base.

Tour is changed.

8 Tips and assistance

8.1 Questions and answers

Question Possible cause / solution

not transfer any data to the base.

• Remove the power supply and check whether the Ethernet cable is connected correctly.

• Reconnect the power supply.

The Saveris converter checks its configuration and if there is an error, it resets all values to

print.

has been interrupted.

• Restore the power supply to the Saveris cockpit unit.

• Restart printing.

is terminated.

has been interrupted.

• Restore the power supply to the Saveris cockpit unit.

• Restart printing.

8.2 Saveris base alarm messages

Alarm message Possible cause / solution

L_CommApp

- Disconnect all links to the Saveris base.

- Reconnect all links.

Alarm message Possible cause / solution

L_GSM

Error during GSM modem initialization.

- Restart the base.

L_RF2010Server,

Error during radio module initialization.

support team.

L_UIPrio L_DispDrvUI,

Error loading the UI/display. Reboot the base.

- Restart the Saveris base.

L_MemoryMgmt

Error loading memory management.

- Please contact our support team.

L_AlarmCtrl L_AlarmCfg

Error loading the alarm controller.

- Please contact our support team.

L_AccelFileSys

L_EventLog

L_GsmStatLog

Error loading a log.

L_RFTest2010

Error testing the radio module.

- Please contact our support team.

L_UppElement

- Please contact our support team.

L_Group L_TourCard

Error loading the basics for mobile zones.

- Please contact our support team.

8 Tips and assistance

L_GSMMenu

L_RF2010IOL_RF2010MemPool, L_RF2010StreamRip

L_UDPRF2010

L_FileSysChk L_FileSys

L_AlarmLog L_TourLog L_ErrorLog

- Check the GSM module's rechargeable battery power.

Option 1

- Check in the startup wizard whether the extreme SMS gateway is enabled.

- Reboot the Saveris base. If there are problems, please contact our support team.

- Option 2

- Restart the base.

If the problem persists, please contact our

Error loading the mass storage device.

- Please contact our support team.

L_BaseConf L_LowElement

Error loading basic functionality.

8 Tips and assistance

Spare batteries for radio probes (4 x AA alkali manganese Mignon batteries)

0515 0414

Spare batteries for radio probes for operation below 10°C (Energizer L91 photo lithium)

0515 0572

Spare rechargeable battery for Saveris base, Ethernet probe and analog coupler

0515 5021 converter, Ethernet probe

VDC (2.5 A)

Mains unit (desktop instrument) 90 to 240 VAC / 24 VDC (350 mA)

0554 1748

Programming adapter (from mini-DIN to USB) for base,

the radio and Ethernet probes.

0440 6723

Antenna with magnetic foot with 3 m cable for base with GSM module

0554 0524

Antenna with magnetic foot (quad band) for Saveris base with GSM module

0554 0525

Alarm module (visual & acoustic), can be connected to

2.4 kHz

0572 9999 Saveris protective housing for protection from high-

radio probes T1/T1D/T2/T2D/Pt/PtD/H4D

0572 0200

Testo fast printer with wireless infrared interface, 1 roll of

readings on Saveris cockpit unit

0554 0549 testo Saveris SBE, including USB cable for connection of the Saveris base to the computer

0572 0180 of the Saveris base to the computer

Saveris adjustment

0572 0183

cable

ISO temperature calibration certificate; temperature

channel/instrument (suitable for Saveris T1/T2)

0520 0171

8.3 Accessories

Description Order no.

100-200 V DC mains unit; for Saveris base, router,

Mains unit (top-hat rail mounting) 90 to 240 VAC / 24

Ethernet probe, converter and extender for the configuration of IP addresses and for the adjustment of

alarm relay, Ø 700 x 164 mm, 24 V AC/DC / 320 mA, steady red light, continuous tone: buzzer approx.

pressure cleaning and impacts, IP 69 K, suitable for

thermal paper and 4 Mignon batteries for printing out

testo Saveris PROF, including USB cable for connection

0554 1096

0554 1749

ID no. 0699 6111/1

0572 0181

Saveris CFR, including PC-base Ethernet connection

probe; calibration points -8°C; 0°C; +40°C; per

0572 0182

8 Tips and assistance

ISO temperature calibration certificate; temperature

channel/instrument (not suitable for Saveris T1/T2)

0520 0151

DAkkS3 temperature calibration certificate; temperature

channel/instrument

0520 0261 ISO humidity calibration certificate; humidity probe;

per channel/instrument

0520 0076

per channel/instrument

Description Order no.

probe; calibration points -18°C, 0°C, +60°C; per

probe; calibration points -20°C, 0°C, +60°C; per

calibration points 11.3% RH and 75.3% RH at +25°C;

DAkkS humidity calibration certificate; humidity probe; calibration points 11.3% RH and 75.3% RH at +25°C;

0520 0246

Successor organization of the DKD (German calibration service)

Testo SE & Co. KGaA Testo-Strasse 1 D-79853 Lenzkirch Germany Phone: +49 7653 681-0 Fax: +49 7653 681-7699 Email: info@testo.de www.testo.com

0970 4030 en 14 V04.6-SP1

TESTO Saveris, Saveris 2 H2 Instruction Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

1 About this document

1.1 Symbols and writing standards

2 Safety and disposal

1.2 Warning notices

2.1 Safety

3 Protecting the environment

2.2 Batteries

4 Support

5 Using the system

5.1 Fields of application

5.2 How it works

6 Product description

5.3 Exclusion of liability

6.1 System overview

6.2 testo Saveris base

Front

6.2.2 Rear

6.2.3 Underside

6.2.4 Control keys

6.2.5 Displays

6.3 Radio data logger for testo Saveris

6.3.1 Saveris radio data logger without display

6.3.2 Saveris radio data logger with display

6.3.2.1 Displays

6.4 testo Saveris 2 H2

6.4.1 Short description

6.4.2 Display and control elements

6.4.2.1 Overview

6.4.2.2 Display icons

6.5 Ethernet data logger for testo Saveris

6.6 Saveris wireless analog coupler

6.7 testo Saveris router

6.8 testo Saveris converter

6.10.3 Control keys

6.10.4 Displays

7 Using the product

7.1 Starting the Saveris software

7.2.1 General

7.2.2 User interface

7.2.3 Menus and commands

7.2.3.1 Start

7.2.3.2 Edit

7.2.3.3 Axes

7.2.3.4 Template

7.2.3.5 Service

7.2.3.6 Select projects

7.2.3.7 Style template

7.2.4 Analyzing measurement series

7.2.4.1 Diagram view

7.2.4.2 Table view

7.2.4.3 Floorplan view

7.2.4.4 Histogram view

7.2.4.5 Archiving with automatic reports

7.2.4.6 Generating an evaluation

7.2.4.7 Printing measurement data

7.2.4.8 Creating automatic reports

7.2.4.9 Configuring automatic reports

7.2.5 Managing zones

7.2.5.1 Creating zones

7.2.5.2 Changing zones

7.2.5.3 Deleting zones

7.2.5.4 Assigning zones

7.2.6 Configuring alarms

7.2.6.1 Setting up Saveris base alarms

7.2.6.2 Setting up time control

7.2.6.3 Setting up alarm groups

7.2.6.4 Creating recipient

7.2.6.5 Creating alarm rule

7.2.6.6 Alarm overview

7.2.6.7 Comments for acknowledging alarms

7.3.1 General

7.3.2 Setting up tours

7.3.2.1 Tour description

7.3.2.2 Planning tours

7.3.2.3 Defining tours

7.3.2.4 Displaying tours