Thermo Scientific Smart-Vue Pro User Manual

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Smart-Vue Pro Monitoring Solution

Web application for Smart-Vue Pro Duo/Quatro Data Loggers

User Guide

331676H01 • Revision A • 6/19/2020

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IMPORTANT Read this user guide. Failure to follow the instructions in this user guide can result in damage to the unit, injury to operating personnel and poor equipment performance.

CAUTION All internal adjustments and maintenance must be performed by qualified service personnel.

Material in this manual is for informational purposes only. The contents and the product it describes are subject to change without notice. Thermo Fisher Scientific makes no representations or warranties with respect to this manual. In no event shall Thermo be held liable for any damages, direct or incidental, arising from or related to the use of this manual.

© 2020 Thermo Scientific. All rights reserved. Thermo Scientific, the Thermo Scientific logo, Smart-Vue Pro Duo and Smart-Vue Pro Quatro are the exclusive property of Thermo Scientific. All other brands mentioned are the property of their respective owners. This is a non-contractual document. Features and specifications mentioned here are subject to change.

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Contents

Safety Instructions ....................................................... 1

Introduction ................................................................. 2

About this Manual .................................................... 2

Overview of Smart-Vue Pro ...................................... 2

Intended Use............................................................ 3

Getting Started ............................................................ 5

Connecting to Smart-Vue Pro .................................. 5

Creating your Smart-Vue Pro Company Account ..... 6

Forgot your password? ............................................ 8

Using Smart-Vue Pro ................................................... 9

User Interface........................................................... 9

Home Screen Overview ............................................... 12

Plan View ................................................................. 12

Watch Mode ............................................................ 12

Users........................................................................... 15

Authentication Modes .............................................. 15

Adding a New User .................................................. 17

Editing a User........................................................... 18

User Access Profiles (Roles) ..................................... 22

Your Organization ........................................................ 24

Company Information............................................... 24

Organization with Sites and Departments................. 25

Adding Plan Images ................................................. 28

Infrastructure Devices .................................................. 30

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Adding Infrastructure................................................ 30

Editing Infrastructure ................................................ 31

Adding a LoRaWAN Receiver as Infrastructure......... 31

Data Loggers............................................................... 32

Adding Data Loggers ............................................... 32

Viewing the Data Logger List.................................... 34

Viewing Data Logger Details..................................... 34

Data Logger Actions ................................................ 35

Editing Data Logger Details ...................................... 36

Sensors ....................................................................... 37

Viewing the Sensor List ............................................ 37

Viewing Sensor Details ............................................. 37

Calibration Parameters............................................. 38

4-20 mA, 0-5 V, 0-10 V Loop Sensors ..................... 39

Simulating a Sensor Alarm for Testing ...................... 40

Removing a Sensor.................................................. 40

Disabling / Enabling a Sensor................................... 41

Equipment ................................................................... 42

Adding Equipment ................................................... 42

Viewing Equipment Details ....................................... 44

Modifying / Managing Equipment ............................. 45

Deleting Equipment.................................................. 45

Data Logging ............................................................... 46

How does it work? ................................................... 46

Starting Data Logging .............................................. 46

Stopping Data Logging ............................................ 48

Viewing Sensor Data.................................................... 49

Displaying Sensor Graph.......................................... 49

List of Sensor Readings ........................................... 51

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Creating Reports...................................................... 51

Alert Devices................................................................ 53

Smart Siren .............................................................. 53

Smart Remote Contact ............................................ 55

Alarms & Alerts ............................................................ 59

Handling Alarms....................................................... 59

Acknowledging Alarms............................................. 60

Alarm Report Subscriptions...................................... 61

Alert Notifications ..................................................... 63

Alert Rules with Users .............................................. 64

Time Slots................................................................ 66

Getting Help................................................................. 68

User Manuals ........................................................... 68

Viewing Smart-Vue Pro Version Release Notes ........ 68

Appendix ..................................................................... 69

Alarms...................................................................... 69

FAQ ......................................................................... 69

WEEE Compliance ...................................................... 71

Contact Information .................................................... 72

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Safety Instructions

IMPORTANT NOTE: Do not use this product for protection or as part of an automated emergency system or as for any other application that involves protecting people and/or property. This product is designed for use in environments where children are not likely to be present. Customers and users of Thermo Scientific products are responsible for making sure that the product is fit for the intended usage. Do not open the product casing and do not disassemble or modify internal components in any manner. Thermo Scientific products do not contain any internal components that require user intervention or repair. If the device shows signs of improper operation, disconnect it immediately from its power source or remove the battery and contact Thermo Scientific technical services.

Smart-Vue Pro Monitoring Solution Safety Instructions | 1

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Introduction

This user guide describes how to use the Smart-Vue Pro web application to manage and monitor Smart-Vue Pro data logger featuring LoRaWAN connectivity. Smart-Vue Pro data loggers collect data automatically from connected sensors and transmit the data to the Cloud. These data loggers are part of Thermo Scientific’s latest generation of wireless IoT (Internet of Things) devices.

long-range wireless

About this Manual

This user guide describes how to use the features offered by the Smart-Vue Pro application. Before using Smart-Vue Pro, LoRaWAN to use a private (on-premises) network with a Thermo Scientific LoRaWAN LoRaWAN receiver user guide for more details.

Table 1. Terminology used in this doc.

Terminology Description

Alarm

Alert

Equipment

LoRaWAN

Cloud

connectivity for your devices must be configured

receiver. See Thermo Scientific

An alarm occurs when the system observes a sensor reading that is out-of-bounds, such as a temperature reading or humidity level or 4-20 mA / 0-5 V / 0-10 V reading that is too high or too low with respect to programmed range limits. The system can notify users when alarms occur by sending alerts.

An alert is a notification sent by the system to users when the system observes an alarm condition or potential problem. Alerts can be sent by e-mail, SMS or voice calls.

The material or space that you are monitoring with a data logger.

Very-long-range wireless communication protocol available with public or private network connectivity. Wireless range can reach up to nearly 10 miles (16 km).

Internet-based platform on which data from data loggers is stored and accessed via the Smart-Vue Pro application.

Overview of Smart-Vue Pro

The concept of Smart-Vue Pro is based on managing sensors that are assigned to entities called “equipment”. Equipment refers to any assets (such as refrigerators and freezers), rooms or locations in/on which sensors may be placed.

The overall process of using Smart-Vue Pro Web is divided into the following steps:

1. You must first order a license voucher to cover the number of sensors you will be using. Contact the Thermo Scientific sales representative for more information.

2. Log in to Smart-Vue Pro Web to create your company account, add users and set up your equipment.

The process for configuring Smart-Vue Pro is shown in the following figure:

Figure 1. Process Overview

1. Describe equipment: The notion of equipment is the central principle for sensor This approach is based on the idea that you are more likely concerned about the assets you are monitoring than the tool used to accomplish the task. For example, you monitor equipment such as a cold room, refrigerator, deep freezer or incubator. You therefore must add this equipment to your system.

2. Add data loggers and sensors: Equipment is monitored by one or more data loggers with sensors that record temperature or humidity or 4-20 mA / 0-5 V / 0-10 V etc. at regular intervals. Sensors are added automatically when the data logger to which they are attached is added to the system.

3. Configure data logging and monitoring: As different pieces or equipment may have different needs in terms of monitoring, sensors must be configured to monitor different ranges at different reading frequencies with different alert strategies, etc.

monitoring with Smart-Vue Pro

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Intended Use

• Readings and settings stored in secure database

• Password protection

The Smart-Vue Pro Duo/Quatro data logger (module) is intended to monitor and record a range of physical parameters such as temperature, humidity, 4-20mA depending on the sensors connected to it. The data logger supports digital and PT100 sensors, 4-20mA sensors. The information collected using the sensors can then be transmitted to a database server or cloud using a very-longrange or short-range wireless communication protocols like LoRaWAN or Bluetooth wireless connectivity respectively. The data can be accessed via a mobile application (Smart Connect) or via a web application (Smart-Vue Pro), additionally, Smart Connect permits the user to push the data to the cloud. The Smart-Vue Pro Duo/Quatro data logger and the Smart-Vue Pro Web application enables the user to manage the entire Smart-Vue Pro solutions. The system can also support audio and visual signaling devices such as Smart Remote Contact (module) and Smart Siren (module). Refer to the user guides of these modules for more information.

The Smart-Vue Pro Solutions is intended to monitor and record critical physical parameters in life science, pharmaceutical, and agri-food sectors and perfect for monitoring several pieces of equipment simultaneously that are used in a typical laboratory or in a storage facility. These products should only be used by authorized and adequately trained personnel. It is not considered as a medical device or accessory to a medical device and has therefore not been registered with a medical device regulatory agency. The Smart-Vue Pro Solutions is 21CFRPart11 compatible system and can be used as a document management system in a regulated environment, when the entire solution is controlled through the web application (Smart-Vue Pro). It is the user’s responsibility to develop verification and validation protocol based on the record keeping requirements.

Data

• Configuring sensors, receivers and infrastructure elements.

• Viewing data recorded by Thermo Scientific data loggers.

• Monitoring equipment and associated sensors.

• Managing data transmitted by Thermo Scientific Smart-Vue Pro data loggers.

• Viewing detailed sensor readings, history and more.

• Managing sensor calibrations and calibration reminders.

Alarms

• Configuring and sending alerts when alarms are detected.

• Managing various types of alarms: upper and lower limits, technical alarms in case of a sensor problem or wireless communication problem and more.

• Adapting alarm handling for days, nights and weekends according to user level and desired contact methods.

Sensor reading

• Viewing detailed sensor readings, history and more.

• Displaying sensor graphs.

• Creating reports for all key parameters, including configuration, status, events and alarms.

Smart-Vue Pro Feature Highlights

Smart-Vue Pro enables you to visualize your Smart-Vue Pro data logger’s sensor status and data with a management interface for configuration and system administration.

Key application features include:

User and license management

• Creating company and user accounts.

• Managing users, profiles and access rights.

• Managing activation keys (license voucher).

• Managing your company’s different sites and departments.

• Compatibility with FDA 21 CFR Part 11 requirements.

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Prerequisites

Smart-Vue Pro is a web application designed to work with standard web browsers.

The minimum system requirements are as follows:

• Personal computer

• Internet connection

• Screen resolution 1280 x 900 pixels minimum

• Supported browsers (indicated version or higher):

• Google Chrome 66

• Mozilla Firefox 60

•Microsoft Edge version 42

• Safari 9 (iOS 13 and above)

• Opera 53 Note: The Smart-Vue Pro web application does not

support Internet Explorer.

Cloud Access Requirements

When using Smart-Vue Pro in Cloud mode, the following ports must be open:

Tab l e 2 . P o r t s

Purpose URL Ports Protocol

For users: Smart-Vue Pro web application

For infrastructure: LoRaWAN receiver connection smartvueconnect.com 1700 UDP

These ports are used for two-way communication between the Smart-Vue Pro web application running in your browser and the server.

smart-vuepro.thermoscientific.com 443 https

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Getting Started

This section describes how to:

1. Create an account on the Smart-Vue Pro web application.

2. Login to Smart-Vue Pro.

3. Create equipment and add a data logger to monitor it.

4. Adjust monitoring settings and complete the data logging configuration

CAUTION: This section assumes that you have purchased a license key that is available. Contact the Thermo Scientific sales representative for more information.

Connecting to Smart-Vue Pro

You must connect to the Smart-Vue Pro web platform to use the software.

1. Launch your internet browser application.

2. Enter smart-vuepro.thermoscientific.com. in the address bar.

The application detects your browser language automatically and displays the login window either in English, French, German, Italian, Spanish or Portuguese. For all other languages, English is used:

Smart-Vue Pro supports several authentication methods depending on the type of solutions used. The application can either use its own user management platform or it can connect to an external authorization platform (on-premises solutions only).

To use the integrated Smart-Vue Pro authentication:

1. Enter your assigned user-name and password.

2. Click Log in to enter the application. Passwords are case sensitive and encrypted. If you forget

your password, click Forgot password. As a security measure, the account is locked if you enter an

incorrect password for three consecutive times. To unlock the account, reset the password. Proceed with the Forgot password procedure or contact an Application Manager to reset the password (which you must then complete).

To use an external authorization platform (such as LDAP) for Smart-Vue Pro Server (on-premise server) solution:

1. Enter your credentials in the form “authentication_mode/username” and enter the password.

2. Click Log in to enter the application.

CAUTION: For specific information on Authentication modes, see Authentication Modes. For more information on how to create user accounts, see Users.

Changing the Display Language:

The language used for Smart-Vue Pro depends on your browser configuration.

Once the Smart-Vue Pro is connected, you can change the application language at any time:

1. Click on your profile image (avatar) at the top right-hand corner of the screen.

2. Click Profile

localization settings .

3. Click on the Language and select the desired language from the list. For the language change to be effective, you must logout and log back into the system.

 Options(3 vertical dots) Edit

Figure 2. Authentication window (login)

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By default, the user session will disconnect from Smart-Vue Pro automatically after one hour of inactivity. To reconnect to the platform, enter the login credentials in the authentication screen.

CAUTION: The Smart-Vue Pro application version is shown at the bottom of the login window. Move your mouse cursor over the version number for more information. This information may be requested from the technical support team.

Creating your Smart-Vue Pro Company Account

You must create a Smart Vue Pro account to interact and manage Smart-Vue Pro data loggers. You may add users to an existing account at any time (see Authentication Modes for details).

CAUTION: When you first create your company account in Smart-Vue Pro, you also create the first user. The user has Application Manager rights and can create additional users. See Users for more information.

Forgot your password?

Figure 7. Changing a password upon first connection

3. Enter a new password. Passwords must be at least 8 characters long and contain a combination of upper- and lower-case letters with at least one number and one special character.

4. Confirm the new password by re-typing in the field below.

CAUTION: This section describes password recovery for systems using Smart-Vue Pro’s integrated authentication (based on the user’s email address and password). For external authentication platforms, notably LDAP, check with your system administrator to recover or reset a forgotten password.

If you are unable to access Smart-Vue Pro or if you cannot remember your user-name or password, the system can send password reset instructions to you by e-mail. Follow these instructions if you must reset your Smart-Vue Pro password:

1. Use your browser to open the address: smart-vuepro.thermoscientific.com

2. Click Forgot password on the login screen.

3. Enter your Smart-Vue Pro account email address and click OK.

5. Click OK. The password is reset successfully.

Figure 9. Entering an e-mail address to receive a new password

4. Check your e-mail in-box and click on the link in the email you received to set a new password.

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Using Smart-Vue Pro

Data display and access to features and details

Slide-out Menu

Alarm notifications and reminders

User Interface

The Smart-Vue Pro interface consists of the following main zones:

Figure 10. Overview of Smart-Vue Pro User Interface

The watch mode screen shown above provides direct access to key features in your monitoring system.

Main Menu

The main menu is located on the left-hand side of the screen that slides open or close when you hover the mouse on the menu icon . Click Menu to access Smart-Vue Pro features. Depending on the context, the menu item displays a statistics pane or a sub-menu with additional features or information (See Figure 11):

Figure 11. General layout of Smart-Vue Pro Main Menu

Table 3. Main menu features

S.No Description

1 Menu slide open

Navigation menu:

Home

Equipment

Alarms

Reports

Data Logger

Sensors

Infrastructure

Configuration

Help

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Table 3. (Cont.)Main menu features

S.No Description

Alarms: This information pertains specifically to alarms detected by the system.

Sub-menu of additional features or Statistics pane depending on the context.

Toggle the thumb tack to Pin or Unpin the menu

(keep it open or allow it to slide back automatically).

The background color changes as you move your mouse over each feature and when you select a feature.

Sub-Menu Indicators

Your system constantly monitors the health of all its components to take an action if necessary. As you slide the main menu on the left-hand side of the screen, sub-menus with key indicators are displayed. Some icon colors vary according to status, such as alarms.

Equipment: This information pertains specifically to the status of your equipment.

Number of technical alarms in progress

Number of limit alarms in progress

Number of alarms to be acknowledged

Figure 13. Alarms sub-menu indicators

Data loggers: This information pertains specifically to the

status of your data loggers (i.e. not their sensors or equipment to which they are assigned).

Figure 12. Equipment

Date and time of the last alarm occurred on an equipment

Number of pieces of equipment with alarms

Number of alarms on all equipments within the past 24

Number of pieces of equipment currently not monitored

Date and time of the last alarm occurred on a data logger

Number of data loggers with alarms

Number of data logger alarms within the past 24 hours

Number of dataloggers currently not monitored

Figure 14. Data logger sub-menu indicators

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Sensors: This information pertains specifically to the status of

Date and time of the last alarm occurred on a sensor

Number of sensors

with alarms

Number of sensor alarms within the past 24 hours

Number of sensors used for data logging out of the total configured

Number of sensors currently used with respect to licenses

the sensors on your data loggers.

Using Filters

Many Smart-Vue Pro screens include a Filters option at the top of the display. You may use various fields and search criteria to adapt lists displayed on screen or sort data in different ways. Filters can be very useful for finding specific information quickly or limiting long lists.

The Filters feature always works as described depending on the context.

To use Filters:

1. Click Filters (1) and use the drop-down menu to choose

the information you want to display. The following examples show the filters options on the Equipment and Sensors screens:

Figure 15. Sensor sub-menu indicators

Infrastructure: This information pertains specifically to the

status of your infrastructure devices, such as receivers and smart remote contact or siren alert devices.

Number of infrastructure devices with an alarm

Number of infrastructure alarms within the past 3 months

Figure 16. Infrastructure

Figure 17. Filters

2. You may filter by entering text in the Search field.

3. Apply the filters by clicking the search icon (). The list only displays items related to the criteria you specified.

4. To clear the active filter(s), simply uncheck the selected options and click on the search icon ().

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Home Screen Overview

The Smart-Vue Pro home screen contains the equipment monitoring dashboard which provides quick access to information about the system. The home screen features two display modes:

Plan View: Displays an image of the facility’s floor plan to place the equipment you are monitoring according to its physical location (see Placing Equipment on the Plan).

Watch mode: Allows you to visually check the status of all the equipment and information such as the last recorded reading, sensor status, alarm status and more.

You may choose your default view using the “Favorites” bookmark, as shown below.

To pin your preferred view to your home screen, click on the desired bookmark (1) as shown:

The selected view is opened automatically the next time you login to Smart-Vue Pro.

Plan View

Smart-Vue Pro enables you to load a floor plan for a quick visual indication of where your equipment and devices are located. The following is an example showing equipment at various locations on the floor plan (1). For more details, see

Adding Plan Images.

Figure 18. Customizing Smart-Vue Pro home screen

Figure 19. Viewing your sensors on a floor plan of

Watch Mode

The Watch Mode screen shows the status of all the equipments your profile allows you to view. The thumbnails on the dashboard provide an instant view of your equipment as well as the physical parameters recorded by your data loggers. Enable

Auto refresh (1) to update the data on your dashboard automatically every five minutes.

Figure 20. Overview of the Watch Mode

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CAUTION: Actions and updates with respect to

123 6

remote data loggers may not always be visible instantaneously. For example, data transfer is based on the configured transfer interval. You may observe a reading on a Smart-Vue Pro data logger screen that has not yet been transferred to the system.

The color of the thumbnail reflects sensor status:

•

Green: Equipment with sensors enabled and functioning

within programmed high and low alarm limits (if configured).

•

Red: All alarms are indicated in red. This includes low

limit alarms, high limit alarms, faulty sensors, and technical alarms (low battery or wireless transmission issues).

• Sensors that are not currently logging data are shown with a hyphen in place of the sensor value.

Each piece of equipment is represented as a tile showing the key details at a glance:

The same color-coding is also used in the detailed pop-up pane described below. Click on a tile to open equipment details or sensor details:

Figure 22. Summary display of selected equipment

Table 4. Equipment Details

Figure 21. Equipment tile with key details

1. The color coding reflects the status of the overall equipment. Green indicates that there are no alarms; red indicates an alarm state.

2. Equipment name, type and associated organizational structure.

3. Measurement icon displayed in color according to the sensor status.

S.No Description

Equipment name, type and associated organizational structure.

Click on the graph icon to view readings recorded by the sensor(s) associated with this equipment (measurements and events) or to download the report in PDF, CSV or Excel format (see Viewing Sensor Data).

The first line (top) indicates data logging name and second line (bottom) indicates data logger name.

Visual indicator of the connected sensor and latest reading displayed in color according to status (with or without an alarm). The date and time of the latest reading are displayed as well as the date and time of the alarm (if present).

Displays the detailed sensor graph or download reading reports in PDF, Excel or Word format (see Viewing Sensor Data).

4. Latest reading with the color indicating sensor status.

• The time of the latest reading is indicated if within the

past 24 hours. Otherwise, click on the tile for more details.

• A “–” is shown in place of a value if the sensor could

not be read.

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Table 4. (Cont.)Equipment Details

S.No Description

If there are no alarms, a green is displayed. Otherwise, the number of alarms is shown in red (low limit, high limit, technical alarm):

Click on the detailed equipment pane to close the equipment window.

If the system detects an alarm while you are checking your dashboard, an alarm panel appears on the right-hand side of the screen (1), with counters to indicate the number of pieces of equipment with alarms. This feature alerts if there are any critical incidents. Click on the alarm panel to open the alarm management window (see Acknowledging Alarms):

The number increments with the number of detected alarms.

Click on the alarm counter to get more information, acknowledge one or more alarms, or generate an alarm report. This leads you directly to the alarm management page (see

Alarms & Alerts).

Figure 23. Pop-up for alarm notification

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Users

Smart-Vue Pro includes a complete user management interface. When you create your company account in SmartVue Pro (described in Creating your Smart-Vue Pro Company Account), you also create the first user. The user defined has the role of an “Application Manager” who can create user profiles as well as manage all aspects of the system.

Authentication Modes

Smart-Vue Pro supports several user authentication modes:

• Smart-Vue Pro’s own integrated user

authentication platform identifies users by their user-name and password.

•An external authorization platform, namely

LDAP (Lightweight Directory Access Protocol) identifies users by their corporate, network or system login name and password. Generally used by large organizations, this option provides consistent and non-redundant user management while offering a broader range of user permissions and password control within corporate IT tools.

Adding an External Authentication Platform: LDAP

For your system to access an external LDAP authentication platform, you must add a new authentication mode to SmartVue Pro and configure it as described:

1. In the main menu, click Configuration Authentication modes:

Then click

(Add mode)

, which opens this screen



Default User Authentication with Integrated Platform

In a default system, only the Smart-Vue Pro internal authentication platform is used. To see the authentication mode(s) used by your system, click Configuration

Authentication modes:

Figure 24. Default Smart-Vue Pro authentication platform

CAUTION: The internal authentication mode

may not be disabled or edited in any way.



Figure 25. Adding an external authentication platform

Name: Assign a name for the authentication mode. This

name is used as a reference by Smart-Vue Pro only and must be unique within your entire Smart-Vue Pro system. If the name is already in use, you will receive an error message.

Description: Enter optional information in this field. URL: Enter the exact URL for connecting to your platform’s

LDAP authentication agent.

3. Click Connect. If the URL is correct and connection to the LDAP authentication agent was established, additional information is displayed:

Figure 26. Automatic options with LDAP

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In this example, the authentication agent was identified as

LDAP, which has the following two options: Auto-create users: When users who do not exist in the

system try to login for the first time, the system creates them automatically. They can login to Smart-Vue Pro and continue with their regular credentials. Their user profile then shows which authentication mode is being used (i.e. the name assigned above in step (2)).

Auto-update users: With this option, information from user profiles is automatically updated based on information in the external directory.

If you change the URL to the authentication agent, the system checks to make sure that the new URL corresponds to the same agent as before. If not, an error occurs and you cannot save changes.

Options for External Authentication Platforms

Several options are available when you have configured one or more external authentication platforms.

CAUTION: The user’s e-mail address must be:

1. Entered into the LDAP directory, otherwise the user will not be imported.

2. Unique in the system (the same address cannot be used more than once)

Editing an External Authentication Platform: LDAP

You may edit an authentication mode that you have added to the system (but not Smart-Vue Pro’s native authentication):

1. Click on Configuration

modes.

2. To change information, click on the Edit button () on the line containing the authentication mode you want to

edit.

 Authentication

CAUTION: You cannot edit or delete the

system’s internal authentication mechanism.

To access options for external authentication platforms (LDAP):

1. Click on Configuration

modes.

 Authentication

Figure 28. Editing an external authentication platform

2. Click on the vertical dots ( ) (1) to access options:

Synchronize: This option connects to your LDAP agent and fetches all the users configured as Users or Application Managers for Smart-Vue Pro and creates them automatically. This allows you to include users in alert rule definitions even if they have not yet connected to Smart-Vue Pro (which would create those users upon their first login if you enable the Autocreate option described previously). A message is displayed to confirm the operation, informs you if any required information is missing from any LDAP profile, or if the connection could not be established.

Figure 27. Editing an external authentication platform

16 | Users Smart-Vue Pro Monitoring Solution

Figure 29. Synchronize

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Note: If, Auto-create user and Auto-update users are not

selected (see Figure 26), the synchronize button only updates the status of already-existing users (Enabled, Disabled, Expired).

Disable: Prevents associated users from connecting to the system.

Delete: You may only delete an existing authentication mode if there are no associated users.

Adding a New User

Figure 30. Add new user

1. In the main menu, click on You may either: Click on (Add user) or click on a username in the list and then (Create from selected) to use an

existing user as a template for creating a new one.

2. The new user identification window opens on the right side of the screen, with fields either empty or with information:

Configuration 

Users

3. Enter the required information in the fields marked with a red asterisk (*):

First name / Last name: Enter the first and last names. E-mail: Enter the e-mail address to receive e-mail alerts

and confirmations sent by the system. Email id must be unique as per 21CFR.

User-name: If you are using Smart-Vue Pro’s integrated authentication, the user-name can either be the same as the e-mail address or it may be a name that you enter here.

CAUTION: When logging in, you must use the information in the User-name field.

If you are using an LDAP authentication agent, the user-name is your regular corporate system user-name (in the format: authentication_mode /username).

Authentication mode: This field enables you to choose whether to use Smart-Vue Pro’s internal authentication (based on user-name and a password) or an external LDAP platform using the regular corporate system credentials. The option specified when creating the company account is displayed here by default.

When you select LDAP, a confirmation button is displayed to test access directly from this screen.

Job title: Enter the role within the company. International phone: Enter the telephone number in

international format, with the prefix “+[country code]”, such as: +14153817894. Do not include any extra digits or leading zeros.

Expiration date: When using Smart-Vue Pro’s native authentication mode, you may set a date at which this user account will expire. For external authentication platforms, you may not change the expiration date here.

Role: Assign the overall role within the Smart-Vue Pro solution by choosing one of the following options:

• Application manager: Controls all aspects of the

entire system, from managing licenses to adapting the individual profiles of other users.

• User: This type of user starts with view only access.

Additional Rights such as acknowledging alarms and managing data logging are then added by an Application Manager at an organizational level (See Organization with Sites and Departments), offering flexibility.

CAUTION: When using external authentication

Figure 31. User details

Smart-Vue Pro Monitoring Solution Users | 17

platforms, you may not change the role directly via Smart-Vue Pro.

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Authorize PIN code: This option allows you to deter-

mine whether the user is allowed to perform actions that require a PIN code:

• Acknowledging alarms via the Smart-Vue Pro data logger screen.

• Acknowledging telephone alerts.

• Accessing advanced settings menus on the SmartVue Pro data logger screen.

Indicates that you can have a PIN code.

Indicates that you will not have a PIN code.

PIN code: If you are authorized to have a PIN code, enter

4 digits into this field. For additional security, the system will complete the PIN code with 2 additional random digits.

CAUTION: To see the full 6-digit code, open your profile and select PIN code other system users, including Application Managers, can see another user’s full PIN code.

 Show. No

3. The user identification window is displayed:

Figure 32. Details for selected user

4. The account status is indicated next to the name (1): indicates green if the status is OK; red if the account is expired or blocked; or grey if the account is deactivated.

Language: You may change the application language at any time. Select your default language from the Lan-

guage pull-down menu. Time zone: Select the time zone based on the geo-

graphical area when first logged in. Date format: Choose the date format to be displayed in

the application. Time format: Choose the time format to be displayed in

the application. Readings can be displayed in 12-hour (AM/PM) or 24-hour format.

Unit: Choose the unit of temperature to be displayed in degrees Celsius (°C) or Fahrenheit (°F).

Decimal separator: Select the character (period or comma) to use as a decimal separator in numerical values in the Smart-Vue Pro display.

4. Click Save to create the user profile or Cancel to return to the previous screen.

Editing a User

To edit any information in your Smart-Vue Pro system:

5. To edit any information, click on the button in the top right-hand corner of the window and edit the fields as

needed.

6. Click Save to save your changes or Cancel to exit this screen without saving changes.

CAUTION: Changes made to an existing user:

1. The user's e-mail address cannot be changed, as it serves as a unique identifier for this user in the system.

2. If an external authentic mode (LDAP) is being used by the system, and the option “Autoupdate users” is activated, then some user information presented here may not be modified. If you change the Authentication mode, test the user’s account validity by

clicking on the test button: .

3. For traceability reasons, it is not possible to delete a user profile from the database. A profile can only be disabled.

4. Any changes will take effect the next time the user logs in to the system.

1. Click Configuration

2. Click on a line in the table to view or edit the profile.

18 | Users Smart-Vue Pro Monitoring Solution

 Users.

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Updating Contact Details

CAUTION: If you want the user to receive alert notifications by e-mail and/or SMS, you must first assign the user to a Call Group as described in Alert Rules with Users.

To edit contact details for a user associated with an alert rule:

1. Click Configuration

2. Click on a line in the table to edit that user’s profile.

3. The user details appear at the right of the screen.

4. Click Options at the top right of the user profile and then click Edit contact information.

 Users.

With Smart-Vue Pro, you may customize alert rules to meet your needs (such as daytime hours, night calls, shift work, etc.) and each alert rule can contact multiple users. Once you add a user to an alert rule, you may modify that user’s contact information accordingly, such as to have different phone numbers or e-mail addresses at different times. For the various alert types, you may add up to 2 phone numbers and 3 email addresses by clicking on Add ().

CAUTION: Smart-Vue Pro Alert notification via voice messaging works with all types of phones in many regions. SMS/text messages are supported on most mobile phones. Remember to enter the “+” sign and country code prefix for both your mobile and land-line phone numbers. You cannot disable a user account if that user is associated with an alert rule.

Changing a User Password on a System with Integrated

Figure 33. Accessing contact information

Enter the telephone numbers and/or e-mail addresses for the different types of alerts you have configured, as described in Configuring Alert Rules.

Authentication

CAUTION: This section does not apply to users in systems using external authentication (LDAP). The audit trail is updated to reflect a password change, unless the new password and existing password are identical.

Who can change a password? Users can change their own passwords. Users with Application Manager rights can initiate a password reset for other people but cannot actually set the password for someone else. In all cases, users must set up their own passwords.

To change your own password:

1. Click on your user profile in the upper right-hand corner of the screen then click on Profile.

2. Your profile window opens directly.

3. Click Options ( ) in the top right-hand corner of the window and select Change password.

4. Enter the new password and re-type it in the second field to confirm.

5. Click OK to save your changes or Cancel to return to the previous screen.

Figure 34. Editing contact information

CAUTION: Passwords should be at least 8

CAUTION: These fields are independent from

any external authentication (LDAP) platform information.

Smart-Vue Pro Monitoring Solution Users | 19

characters long and contain a combination of upper-case and lower-case letters with at least one number and one special character.

Page 25

Resetting a User Password

An application manager may launch the password reinitialization process for another user. That user will be forced to change their password upon the next login:

1. Click Configuration ( )

2. Click on the user profile for which you want to reset the password. The user details appear at the right of the screen.

3. Click Options ( ) at the top right of the form and select Reset password.

4. In the password reset window, click Yes to proceed with the change or No to return to the previous screen:

 Users.

Note: If the user’s account is not locked or expired, it is still

possible to connect even if the password has not been reinitialized.

Adding an Account Profile Picture

Smart-Vue Pro can personalize your display with a profile picture when you are logged in to the system. The picture is shown in the upper right-hand corner of the screen.

Picture recommendations:

• Maximum size: < 1 MB

• JPG or PNG format

To add a profile picture:

1. Click on your user profile image () in the upper righthand corner of the screen, then click Profile to open

your profile directly (or click Users in the left-hand menu and select your name in the user list).

Figure 35. Password reset confirmation

5. The password recovery email is sent to the user with instructions to reset the user password as shown below:

Figure 36. Resetting a user's password

2. Click Options () in the top right-hand corner of the window and select Edit photo.

3. Click Choose file:

Figure 37. Selecting a profile picture

4. Browse your computer to locate the image you want to use and then click Open.

6. The change is taken into account when the user clicks OK.

7. The regular login screen is displayed the next time the user logs in and user is prompted to enter the new password. The user cannot login without changing the password.

20 | Users Smart-Vue Pro Monitoring Solution

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5. The image is uploaded and displayed in Smart-Vue Pro.

Figure 38. Deleting a profile picture

6. Click Send to save your changes and update your profile.

7. To delete the picture linked to the user profile, click () in the screen shown above.

Account Profile Overview

To view/edit your general profile information:

1. Click on your user profile image in the upper

right-hand corner of the screen, then click Profile. The screen contains two main sections:

Information: This section indicates the status of your profile (Active / Inactive), its creation date and expiry date (if entered), your user level, the language selected and the PIN code to be typed on a Smart-Vue Pro data logger screen to acknowledge alarms. You may edit this information by clicking on the Edit icon ().

Localization settings: Display format for time zone, time format, date format, measurement unit, and decimal separator. You may edit this information by clicking Options ()

2. Click Save to record your changes, or Cancel to return to the previous screen without saving changes.

 Edit localization settings.

Smart-Vue Pro Monitoring Solution Users | 21

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User Access Profiles

The concept of profiles described in this section is closely tied to that of your “organization”.

(Roles)

Initially created with a “User” profile, Smart-Vue Pro users can have a variety of different access rights to match tasks, responsibilities and the organization to which they belong.

An Application Manager profile can manage all aspects of the system, whereas a user has limited access to application features and menus. User access is further refined by assignment to the organizational as a whole or one or more sites and departments.

CAUTION: Users with a user profile must be given rights within the organization in order to view and manage configured equipment or data logging information.

Table 5. Access differences between Application Managers and Users

Main menu items Application

User profile

Manager profile

Access Visibility based on Organization-Site

Department

Home

(Dashboards)

Equipment All Limited Yes

Alarms All Limited Yes

All

Limited Yes

Reports All Yes Yes

Data loggers All No No

Sensors All Yes No

Infrastructure All No No

Company

Users

Profiles

Organizations

Configuration

Time slots

Days off

Alerts

Data logging templates

Plans

Authentication modes

Help Yes Yes No

Organizations Yes

22 | Users Smart-Vue Pro Monitoring Solution

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Adding a New Profile

Profiles are comprised of different access rights or roles. A user may have different roles in different parts of an organization. For example, an user could be limited to viewing information in one department and only be allowed to acknowledge alarms in another.

A profile is assigned to a user based on their roles and responsibilities in your organization. Profiles enable you to set specific permissions and authorizations for each type of user.

Smart-Vue Pro starts with three default profiles: Manager, User and Acknowledger. Only Application managers can add or customize user profiles.

To add a new user profile:

Fill in the fields as required:

Name: Enter a name for the new user profile. Description: Enter a description for the user profile (optional). Rights: The rights listed here define what a user is and is not

allowed to do with Smart-Vue Pro. To grant permissions, check the right(s) you want to assign to

the profile: Manage organization: The user can set up and configure

the system’s organizational structure and include other users as allowed.

Manage data logging: The user can set up data logging for equipment.

Acknowledge alarms: The user can acknowledge alarms.

1. In the main menu, click on Configuration

Profiles.

2. Then click on (Add profile):



Figure 39. Available user profiles

3. The Create profile window opens as shown here:

Manage metrology parameters: The user can update

calibration settings. To assign all these permissions at once, click on the check

box above the rights list, which selects all check boxes.

Figure 40. Adding a new user profile

Smart-Vue Pro Monitoring Solution Users | 23

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Your Organization

Organization with Sites and Departments

The Smart-Vue Pro monitoring system is comprised of one

Organization, which may be sub-divided into Sites and Departments. This flexibility enables you to create a logical

hierarchy for managing your system based on geographical, operational or any other criteria that may be useful to you.

Smart-Vue Pro Monitoring Solution Your Organization | 25

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For example, you could create a hierarchy as shown in the

following figure

Figure 47. Creating a hierarchy that is appropriate for your organization

Users, equipment and infrastructure devices are assigned to the various entities in the overall organization. Users may even have different profiles in different parts of the organization such as someone who is a manager in the Los Angeles laboratory but has view-only rights for the facility in New Jersey.

Figure 47c. Sample organizational structures with users assigned at level 3

Assigning an User to a Department

When you first start, you have one organization with the Application Manager – the user who created the account – listed as Manager (profiles are discussed in the previous chapter). Application managers are associated automatically with all the nodes in the organizational structure. Those users cannot be removed.

You must first create users (see Users) in order to add them to your sites and departments.

To associate a user with a department:

CAUTION: Equipment and infrastructure devices (such as receivers) can only be assigned to one entity in the hierarchy.

An organization can have from one to three levels (Organization, Site and Department). There is no requirement to create sub-divisions with this feature, though it tends to make management much more intuitive than a “flat” structure. You may associate users at whichever level of the organization works best for you. Here are three examples:

Figure 47a. Sample organizational structures with users assigned at level 1

1. In the Configuration

Associate users () (1).

 Organizations menu, click

Figure 48. Adding a user to a department

The Associate user window opens as shown here:

Figure 47b. Sample organizational structures with

Figure 49. Associate user window

users assigned at level 2

26 | Your Organization Smart-Vue Pro Monitoring Solution

2. Depending on the department to which the user is assigned, select the profile you want to assign to them

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using the Profile drop-down list. A profile determines the

actions that the user can perform and the objects that they can manage in Smart-Vue Pro.

There are three user profiles:

• Acknowledger: This user profile allows you to acknowledge alarms issued by the system for the sensors they are monitoring. You may also disable those sensors, if necessary.

• Manager: A Manager can access all application features and manage other users.

• User: User rights are limited to viewing only. These users do not have access to management and configuration windows.

3. Add users to your organization: Available: Select a user from the list of Available users. Then

click to move the user to the list of Selected users on the right-hand side.

To select multiple users at a time, press and hold the Ctrl key and click on each of the users you want to select. Click to add them to the list of Selected users. To select all available users, click

3. Enter a name for the new site in the pop-up window and click Save.

Figure 51. Entering the new site name

The new site appears in your organization’s tree structure. You may click or the triangles ( ) in the tree to expand and contract the view.

Adding a Department

1. Click Configuration ( )  Organizations.

2. In the organization’s tree structure, click on the site and then on Add department (2):

Selected: To remove an user from your organization, click on

that user in the list of Selected users and then click

to move the user to the list of Available users on

the left-hand side. To remove multiple users, press and hold the Ctrl

key and, while holding down the key, click on each of the other users you want to remove. Click to move them to the list of Available users on the left. To remove all users, click .

4. Click Save to save your changes or Cancel to exit this screen without saving changes.

Adding a Site

To add a new site:

1. Click Configuration ( )

2. Click on the name of your company account and then click Add site (1).

 Organizations.

Figure 52. Adding a new department

3. Enter a name in the pop-up window for the new department and click Save:

Figure 53. Entering the new department name

Figure 50. Adding a new site

Smart-Vue Pro Monitoring Solution Your Organization | 27

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The new site is listed in your organization’s tree structure:

Figure 54. Organizational structure

The create plan window opens as shown here:

Figure 56. Adding a new floor plan

Editing / Deleting a Site or Department

To manage different sites and departments, click on the desired node in the organizational structure and use the available options:

New To add a new site or department, click . Delete To delete a site or department, click . Edit To edit a site name, click . Modify or enter a new

name and click to confirm your changes.

Adding Plan Images

Smart-Vue Pro allows you to visually place your equipment on floor plan representing the layout of your organization. Plans are useful for identifying the locations of the sensors associated with the equipment you are monitoring. You may add as many plans as required.

To add a plan:

3. Enter a name for the floor plan in the Name field.

4. You may add a description in the Description field (optional).

5. Click Choose file and select the desired image of your premises (JPG, PNG or GIF format up to 1 MB maximum size). A preview image is displayed after you load the floor plan:

1. In the main menu, click Configuration

2. Click Add plan ( ) to import a plan image.

Figure 55. Managing plans

28 | Your Organization Smart-Vue Pro Monitoring Solution

 Plans.

Figure 57. Adding a new floor plan

6. You may click on the thumbnail image to open the enlarged floor plan.

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Placing Equipment on the Plan

Once you have loaded one or more floor plan images, place the equipment on the image according to its physical location.

To place equipment on the plan:

1. In the main menu, click Equipment ().

2. Select the equipment you want to place on the plan. The equipment details are shown on the right-hand side of the screen.

3. Click Options () in the upper right-hand corner of the equipment window and then click Edit location.

4. Select the desired floor plan using the Plan drop-down list to display a larger image.

5. Place your equipment by clicking the desired location on

the image. The blue location pin () moves to show the new position (1). The grey pin represents the previous

equipment position, which disappears after you save the new equipment location.

Figure 58. Placing an equipment on the plan

If you want to remove the equipment from the image, you may click on the Remove association button ().

6. Click Save to save the equipment location (or removal) or click Cancel to return to the previous screen without saving the changes.

Smart-Vue Pro Monitoring Solution Your Organization | 29

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Infrastructure Devices

This section allows you to add different infrastructure components that comprise your monitoring system, such as a LoRaWAN receiver, an alarm device, etc,.

Your LoRaWAN connection must be available to interact with LoRaWAN enabled devices, that is, a Thermo Scientific LoRaWAN-enabled receiver must be installed and configured to communicate with your Smart-Vue Pro system.

Adding Infrastructure

Follow these steps to add a new component to the system manually:

1. Click Infrastructure in the main menu and then click :

Serial number/Node ID: Enter the serial number on the back of your infrastructure element (device).

The system identifies the element based on its serial number. If you enter an incorrect serial number, a red exclamation mark is shown in front of the corresponding field. Check the serial number and try again. If the problem persists, contact technical support.

Typ e: For infrastructure elements, the Type is selected manually. It is therefore essential to enter the correct identifier (e.g. serial number, node ID). If the type does not correspond to the entered identifier, the application cannot communicate with the device.

Name: Enter a name for the infrastructure component. This name is used as the reference in all lists.

Inventory code: (Optional) Enter the inventory code of the infrastructure element for information purposes.

Organization: Use the drop-down list to select the department to which the infrastructure element is associated. It may be helpful to associate topology with an infrastructure element to target precise alert management and alarm acknowledgment rights.

Note: To add other departments, follow the procedure described in Organization with Sites and Departments.

Figure 59. Click to add infrastructure

The Create infrastructure window opens as shown here:

Figure 60. Adding infrastructure details

2. Enter the details of the infrastructure element. Fields marked with a red asterisk (

*) are required:

Description: (Optional) You may enter a description of the

component for information purposes. Trigger alarm after: Check this option and enter the delay (in

minutes) after which the system will trigger an alarm if the infrastructure component is not responding. This mechanism ensures early notification in case of problems or a communication error.

Repeat alarm every: Check this option to set the repeat frequency for this alarm and specify the desired time interval in the entry field.

3. Click Save to save your infrastructure component, or Cancel to close this window without saving changes.

30 | Infrastructure Devices Smart-Vue Pro Monitoring Solution

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Editing Infrastructure

To manage existing infrastructure, use the following options:

5. Click Save to keep your changes or Cancel to return to the previous screen without saving changes.

1. In the main menu, click Infrastructure.

2. Click on a line in the table to view or edit the desired device.

Figure 61. Editing infrastructure details

3. Click Edit () on the right-hand side of the screen and edit information directly as necessary.

4. Several other functions are available under Options ():

Options Category Description

Alarm

history

Click to disable the siren’s functionality (in the Infrastructure list, a filter enables you to display or hide disabled infrastructure).

Adding a LoRaWAN Receiver as Infrastructure

LoRaWAN wireless technology is a key feature of the SmartVue Pro system.

In terms of configuration, the LoRaWAN receiver is entirely configured on the receiver itself, as described in the SmartVue Pro LoRaWAN Receiver User Guide, which you may access online via the Help menu of the Smart-Vue Pro web application. That is, the receiver contains its own configuration interface, which includes information on sending data to your Smart-Vue Pro system.

You are not required to configure the receiver via the SmartVue Pro web application. However, if you do not add the receiver to your Smart-Vue Pro infrastructure via the web application, then you will not receive alerts in case a technical problem arises.

CAUTION: Even if it is not technically required to add your LoRaWAN receiver as infrastructure via the Smart-Vue Pro web application, we recommend that you include it along with your other infrastructure devices in order to receive technical alerts in case of any problems.

Options

()

Simulate

an alarm

Disable

Remove

() Refresh

You may use this function to simulate an alarm as described in the previous section

Opens the Alarm list to see any alarms involving this device (a filter is applied to show “Infrastructure” with the siren’s serial number)

Click to remove the siren from your system. The siren is marked as “removed” in the Infrastructure list. If you wish to restore the same siren, you must create it again by entering the serial number.

Refreshes the infrastructure information window.

Smart-Vue Pro Monitoring Solution Infrastructure Devices | 31

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Data Loggers

The features described in this section are reserved for application managers.

Adding Data Loggers

Adding a Data Logger Manually

Follow these steps to add a Smart-Vue Pro data logger to the system manually:

1. In the main menu, click Data Loggers () and click

to enter all the details for a new data logger, or to use the selected data logger as a template for the new one (1):

2. As you type in the data logger serial number, additional fields are displayed:

Figure 64. Adding a new data logger

Figure 62. Data logger management window

The Create data logger window opens as shown here:

Figure 63. Data logger management window before entering the serial number

3. Fill the data logger details as required. Options are displayed according to the type of data logger. The fields marked with a red asterisk (

Serial number: Enter the serial number from the from top of data logger / from the information screen of data logger. If you enter an incorrect serial number, a red exclamation mark is shown in front of the corresponding field. Check the serial number and try again. Contact technical support if the problem persists.

Typ e: This information is assigned automatically by the system based on the serial number you enter.

Name: Enter a name for the data logger. This name is used as the reference in all lists.

Inventory code: (Optional) You may enter an inventory code for the data logger for information purposes.

Description: (Optional) You may enter a description of the data logger for information purposes.

CAUTION: Alarms are always sent in real-time, without waiting for the programmed transfer interval.

*) are required.

32 | Data Loggers Smart-Vue Pro Monitoring Solution

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CAUTION: It is a general practice to allow 3

communication failures before triggering an alarm.

Adding a Data Logger with the Same Settings as an

4. Click Save to save the data logger in the database. At first, the data logger is shown as follows:

Figure 65. Freshly added data logger

5. On your Smart-Vue Pro data logger: Tap the screen to open the menu and click Sensors to detect physically connected sensors and ensure that the data logger is up-to-date internally before continuing.

6. In the Smart-Vue Pro web application: Click Refresh

 Refresh sensors

Existing One

If you are setting up a data logger with settings that are already configured, you can save time by clicking the icon to use the selected device as a template for the new one.

Importing a Batch of Data Logger

If you would like to set up several data loggers at once, you may import a TXT or .CSV text file with values separated by a semi-colon character (;). You must include at least the device serial number and name, as shown in the following figure:

sensors on device icon (1) (above) to communicate with the data logger and update the screen with the latest information.

Figure 66. Example of data logger information after refresh

Figure 67. Sample .CSV import file with data logger serial numbers and names

You may also include the inventory code and data logger description as shown here:

Figure 68. Sample .CSV file with additional information

1. Click to import a batch file.

2. Browse to locate the.TXT or .CSV file on your computer.

3. Click Open to import the list.

Smart-Vue Pro Monitoring Solution Data Loggers | 33

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Viewing the Data Logger

Viewing Data Logger

List

All the data loggers you add to the system are shown in the

Data loggers screen:

Figure 69. List of data loggers stored in Smart-Vue Pro

This screen displays all data loggers in the system, with columns containing the information below. The data logger’s status is indicated by red-green color coding on left-hand edge of the table (1) (this does not indicate alarms related to readings, just the data logger itself). You may click on the up/ down arrows () in the column headers to change the list for ascending/descending order.

Details

Regardless of your Smart-Vue Pro user level, you may always check the data for the data loggers you are authorized to view.

To view the graph for a given data logger:

1. Click Data loggers in the main menu.

2. Select a data logger. The data logger details are shown on the right-hand side of

the screen, with several sections:

Typ e: Type of data logger Designation: A name you assign to the data logger. You

may click on the graph icon () to see a data graph and other sensor information.

Serial number: Data logger serial number. Version: Version of Firmware running on data logger. Sensors: Number of sensors connected to the data logger. Last activity: Date and time of last communication with the

data logger. Power status: Plugged into AC adapter ( ) or battery level

().

CAUTION: The number of sensors that you may use in your system is determined by your license. You can only use the allowed number of sensors simultaneously.

Figure 70. Data logger details

34 | Data Loggers Smart-Vue Pro Monitoring Solution

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Table 6. Data Logger Details

SNo. Description

The serial number, name and inventory code (if present) of the data logger

Alarm counter indicating data logger status (sensor related alarm and unexpected stop indication are not shown in data logger alarm status). In case of alarm, the icon changes color and shows the number of alarms, for example:

Data Logger Actions

You may use the options available in the data logger details screen to manage your data loggers.

1. Click Data loggers () in the main menu and select a data logger in the list.

2. Click Options () (1) in the upper right-hand corner to

access available options:

Figure 71. Alarm counter in data logger details

Hover over the alarm counter with your mouse to view alarm details. If there are no alarms, the indicator is shown.

Click on the alarm counter to get more information, acknowledge one or more alarms, or generate an alarm report. You will be directed to the alarm management screen (see Alarms & Alerts).

Indicator showing the power source being used and estimated remaining battery level.

The Transfer interval indicates the frequency with which data is transmitted by the data logger to the Smart-Vue Pro system.

Alarm triggering and repeat rules, as defined when adding the data logger. Hover over the alarm counter with your mouse to view alarm details.

Number of sensors associated with the data

logger. The active icon ( ) indicates sensors with data logging in progress.

Sensors not yet programmed are greyed out, as

indicated by the inactive icon ( ).

Figure 72. Data logger options menu

Alarm history: Opens the alarm page for the selected data logger (see Viewing Alarm Details).

Simulate an alarm: Allows you to simulate the occurrence of

an alarm on this data logger for testing purposes. The simulation generates a Technical alarm (Communication lost, Device mismatch, Lost power supply, Low Battery) that is listed in the Audit Trail as an “Alarm simulation”.

Communication settings: This menu provides technical information regarding data logger communications. Reserved for qualified technicians. Incorrect use of data logger settings could cause your system to malfunction. Contact Thermo Scientific technical support for more information.

Disable: Enables you to effectively turn this device off and stop data logging.

Remove: Enables you to completely remove this data logger from your system and stops data logging. You may need to do this in the event of a data logger swap or hardware problem. If you choose this option, you must enter your password to confirm the operation.

Click on the graph icon to view readings of

8 Sensor operating range.

Smart-Vue Pro Monitoring Solution Data Loggers | 35

sensor over time (measurements and associated events.) or download the report in PDF, Excel or Word format (see Viewing Sensor Data).

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Editing Data Logger Details

Follow these steps if you need to modify the information or default values for your data logger:

1. Click Data loggers ( ) in the main menu and select a data logger in the list.

2. Click Edit ( ) icon. This opens a window identical to that described in Adding Data Loggers.

Note: You may not edit the serial number or data logger type fields.

3. There following information is non-editable:

• Firmware version: the data logger’s firmware version

number.

• Last activity: the last time the data logger

communicated with the server.

4. Click Save to keep your changes or, Cancel to return to the previous screen without saving changes.

36 | Data Loggers Smart-Vue Pro Monitoring Solution

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Sensors

Sensors that are connected physically or wirelessly to your Smart-Vue Pro data loggers are added to the Smart-Vue Pro web application automatically.

For Smart-Vue Pro to recognize the sensor(s) that are physically connected to a Smart-Vue Pro data logger, click

Refresh Sensor and Synchronize in the data logger’s Sensors menu. Once detected, these sensors are shown in

the sensor management window. From the sensor management window, you may:

• Access detailed information about the sensor.

• Display readings in a graph, along with various other information about the selected sensor.

• Manage calibration parameters.

Viewing the Sensor List

Sensors connected to the Smart-Vue Pro data loggers are listed in the Sensors screen ():

Calibration: Hover your mouse over the field to see calibration parameters or click to open the calibration management window.

Latest value: Date and value of the most recently recorded reading.

Viewing Sensor Details

Regardless of your user level in Smart-Vue Pro, you may always check the data for sensors you are authorized to view.

To view detailed information about a sensor:

1. In the main menu, click Sensors.

2. Select the desired sensor.

3. The sensor details are shown on the right-hand side of the screen, with several sections:

Figure 73. Sensor list in Smart-Vue Pro

This screen displays all sensors with the following information:

Typ e: Visual indication of sensor type. Description: Sensor serial number, sensor type and

associated data logger.

Data logging: Data logging status: running () or idle (). Move your mouse over the icon to see data logging

settings. Equipment: The equipment associated with the sensor.

Smart-Vue Pro Monitoring Solution Sensors | 37

Figure 74. Sensor details

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Table 7. Sensor Detail Parts

SNo. Description

1 Sensor serial number and type.

Name of the equipment with which the sensor is associated.

Name of the data logger on which the sensor is attached.

from the information provided by sensor calibration certificates.

CAUTION: Calibration parameters may be corrected for your sensor(s) only when data logging is disabled. If data logging is currently running on a data logger, you must first stop data logging before you can change calibration parameters.

Limit alarm indicator (excursions with respect to

7 Last recorded reading.

8 Data logging configuration parameters.

programmed limits). Click on this indicator for detailed information or to acknowledge an alarm.

Technical alarm indicator for the sensor. Click on the indicator for detailed information or to acknowledge an alarm.

Data logging status for this sensor: Running or

Idle

Calibration Parameters

It is important to calibrate the sensors on your Smart-Vue Pro data loggers to fine-tune the accuracy of readings. The calibration procedure is typically handled by Thermo Scientific’s in-house metrology laboratory, which determines precise correction coefficients.

CAUTION: Calibration parameters are stored directly in smart-sensors. This means that all sensor readings are adjusted for maximum accuracy, though you may edit calibration parameters if necessary. However, you may not use Smart-Vue Pro to change calibration parameters on remote (Bluetooth wireless) sensors.

To update calibration information:

1. Login to Smart-Vue Pro as an Application manager.

2. In the main menu, click Sensors and click on the sensor you want to update.

3. If calibration information has already been provided, you may click Calibration () Otherwise, click Add () to enter and save new

information.

Edit ().

Figure 75. Creating or adding data logger calibration parameters

Updating Parameters for Calibrated Sensors

Smart-Vue Pro allows you to correct the parameters and calibration information of your Smart-Vue Pro data loggers

38 | Sensors Smart-Vue Pro Monitoring Solution

4. Here, you may enter the information provided on the sensor calibration certificate:

Coefficient A, B, C: Enter the correction coefficients in the A, B and C fields. To ensure the accuracy of readings, enter only valid parameters in these fields.

Drift: This value represents the loss of reading accuracy over time. Values may drift lower by a few hundredths per year, which can impact programmed data logging limits. Enter the Drift value provided on calibration certificate.

Uncertainty: Uncertainty is the loss of calibration accuracy with respect to the reference sensor (which has an impact on alarm emission). Enter the value provided on calibration certificate.

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Laboratory: Using the drop-down list, select the calibration laboratory that issued the calibration certificate.

4-20 mA, 0-5 V, 0-10 V

Identifier: Enter the certificate reference number. Date: Click in the Date entry field and choose the date on

which the sensor was calibrated from the calendar. The current date is displayed by default.

Note: If calibration certificate information had been entered previously for this sensor, the date you enter here must not be earlier than that of the previous certificate.

Calibration and Reminder Frequency

Once you have added calibration information, you may choose to receive notification as a reminder to recalibrate the sensor by a given date.

In the calibration screen, click Edit () and enter the number of months after the certificate date at which the system will remind you to recalibrate the sensor:

Loop Sensors

Description

4-20 mA current and 0-10 V voltage Smart-Sensors can be connected to industry-standard devices that generate appropriate output signal. The signal can be measured to provide status information for a variety of applications, including wind monitors, particle counters, ultra-lowtemperature (ULT) freezers and temperature, gas, VOC, and relative humidity devices, and more. Read values are converted into useful information by the Smart-Vue Pro web application, then displayed both in the web application and on the Smart-Vue Pro data logger display.

Figure 76. Sensor calibration parameters

Click Save () to update sensor information, Cancel ( ) to undo any changes you may have made, or Delete () to remove notification.

Figure 77. 4-20 mA / 0-10 V Smart-Sensor

Table 8. Sensor wiring

Black Common ground

Red 0-10 V input

White 4-20 mA input

Connect the wires according the type of device you want to monitor.

CAUTION: Do not connect all three wires

A sensor may only monitor one of the two input parameters (red or white wire, but not both).

The maximum voltage on the 4-20 mA input wire is 2 V. Exceeding this value will damage your sensor.

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Mapping Values for Meaningful

Readings

For sensor readings to be relevant in your context, you must map the low values (0 V or 4 mA) and high values (10 V or 20 mA) to match the limit values produced by your connected device. For example, on a 4-20 mA device, the low 4 value could correspond to a CO high 20 mA value could correspond to 10% CO you would map 4 to 0 and 20 to 10 in Smart-Vue Pro. You may use other units to meet your needs.

To do this:

1. Click Sensors in the left-hand menu.

level of 0% and the

. In that case,

The unit you specify here is shown in the Smart-Vue Pro web application as well as on the data logger.

CAUTION: The mapping from 4 to 20 mA or 0 to 10 V is strictly linear.

The 0-10 V sensor is also used for 0-5 V output devices. Simply adjust your Low and High values accordingly.

Simulating a Sensor Alarm for Testing

2. Select the sensor you wish to modify from the sensor list.

3. Click Calibration ( ).

4. Edit the values in the Range zone (1) (below) to meet your needs.

Low: The lower value output by your device. High: The higher value output by your device. Unit: The measurement unit you would like to display in

Smart-Vue Pro.

5. Click Save to save your changes or Cancel to close this window without saving changes.

You may trigger a limit alarm on a sensor for testing purposes to ensure that related alert rules and user contact work properly. To test a sensor alarm:

1. Login to Smart-Vue Pro as an Application manager.

2. In the main menu, click Sensors for a list of the sensors in your system.

3. Click on the sensor you want to test.

4. Click Options () and select Simulate an alarm from the drop-down menu. You will then be able to see the

alarm in the Alarm list and Audit trail (indicated as “Simulation” in both places). Any related alert rules for the sensor are triggered, such as, e-mail or telephone alerts.

Removing a Sensor

You may remove sensors from the system, for example if they are no longer used or if they have been replaced on the Smart-Vue Pro data logger. To remove a sensor:

1. Login to Smart-Vue Pro as an Application manager.

2. In the main menu, click Sensors for a list of the sensors in your system.

3. Click on the sensor you want to remove.

4. Click Options () and select Remove from the drop- down menu. To remove a sensor, data logging must not

Figure 78. Mapping 4-20 mA / 0-10 V values

40 | Sensors Smart-Vue Pro Monitoring Solution

be running.

CAUTION: Smart-Vue Pro data loggers update sensor information in Smart-Vue Pro automatically based on the physically connected sensor(s). When you plug in a new sensor (or even plug the same one back in if it had been removed accidentally), the sensor(s) will appear again in the Smart-Vue Pro web application.

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Disabling / Enabling a Sensor

You may disable a sensor so that it cannot be used for data logging or you can enable a sensor that has been disabled. To do this:

1. Login to Smart-Vue Pro as an Application manager.

2. In the main menu, click Sensors from a list of the sensors in your system.

3. Click on the sensor you want to disable or enable.

4. Click Options ( ) and select Disable (or Enable) from

the drop-down menu. To disable a sensor, data logging must not be running.

CAUTION: Disabled sensors are no longer shown in the sensor list. To enable a disabled sensor, use the Filter option in the sensor list and select Display disabled sensors. You may then choose to enable it as described above.

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Equipment

This chapter describes managing equipment in the SmartVue Pro system and assigning data loggers and sensors to that equipment.

The “equipment” in Smart-Vue Pro refers to the temperaturecontrolled chambers, cabinets, refrigerators, tanks, enclosures, and other spaces you may choose to monitor with Smart-Vue Pro data loggers.

Adding Equipment

To add equipment:

1. Click Equipment () in the left-hand menu. There are two options for creating new equipment:

• Click to enter details manually

• Click to select an existing piece of equipment and

click to use that equipment as a template to create new equipment:

The Create equipment window opens as shown here:

Figure 80. Adding new equipment

2. Fill the equipment details. The fields marked with a red asterisk (

Name: Enter a name for your equipment. This name is used in all lists.

*) are required:

Figure 79. Equipment management window

Inventory code: (Optional) You may enter an inventory

code for the equipment for information purposes.

Typ e: Enter a type of equipment in the field. Icon: Click on the icon and select the most appropriate

symbol to visually represent the equipment. Organization: Equipment is assigned to sites and

departments. You must assign an organization to your equipment using

the pull-down menu. To add a department to this list, click Configuration Organization and follow the instructions provided earlier in Organization with Sites

and Departments. Critical / Not critical: Determine the criticality level for

the equipment by clicking on the appropriate option. This information is used to fine-tune the data logging

mode and alert rules based on equipment criticality. Mobile / Static: Indicate whether the equipment is dedi-

cated to a static environment (refrigerators, freezers, water-baths) or a mobile environment (coolers, packages).

3. Click Save to save the equipment or Cancel to close this window without saving changes.

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The equipment is listed in the equipment management

screen:

Figure 81. Equipment list in Smart-Vue Pro

Associating Sensors with Equipment

4. Tick one or more check boxes to select the corresponding sensor(s):

This section describes assigning one or more sensors to monitor equipment.

To associate a sensor with equipment:

1. Click Equipment () on the left-hand side of the menu to see the list of equipments you are allowed to manage.

2. Click on the equipment to which you want to add a sensor.

3. Click on Add () (1):

Figure 82. Equipment details

Figure 83. List of available sensors

5. Click Save to complete the association or Cancel to exit this screen without saving changes.

Dissociating Sensors from Equipment

CAUTION: You may only dissociate sensors from equipment if they are not being used for data logging. If the sensor is being used for data logging, you must first stop data logging as described in Stopping Data Logging, and then dissociate the sensor from the equipment.

To dissociate a sensor from equipment:

1. Click Equipment () in the main menu to see the list of equipment you are authorized to manage.

2. Click on the equipment from which you want to remove a sensor.

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3. Click Remove association ( ) (1) next to the sensor

you want to remove:

3. The equipment details are displayed as shown below:

Figure 86. Equipment details

Figure 84. Dissociating a sensor from equipment

4. Click Yes and confirm the operation when prompted, or click No to return to the previous screen:

Figure 85. Confirming sensor dissociation

Viewing Equipment Details

Regardless of your user level in Smart-Vue Pro, you may always check the data for the equipment you are authorized to view.

For a complete view of all equipment details, including sensor readings:

1. Click Equipment () in the main menu.

2. Select the desired equipment.

Table 9. Equipment Details

SNo. Description

1 Equipment name and type.

5 Opens a graph with all sensor readings.

Organization and department (if configured) to which the equipment is associated.

Current alarm indicator. An alarm is an “out-ofbounds” state or other error detected on a data logger or sensor. Hover your mouse over the indicator or click on it for details or to acknowledge an alarm.

Mobility indicator (Mobile or Static) and equipment status (Enabled or Disabled).

Programmed upper and/or lower limits for the sensor and indication of data logging status.

If you have placed the equipment on a plan, click Plan to view the exact location of the equipment on the map.

Shows most recent values reading for this sensor. A dash ( - ) is displayed if no readings are available.

Click to associate other sensors with the selected equipment.

Click to remove the sensor from its current equipment.

Click to set sensor settings and start data

logging (password required).

Click to stop data logging (password

required).

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Modifying / Managing

Deleting Equipment

Equipment

You may use the options available in the equipment details screen to manage the equipment in your Smart-Vue Pro system.

1. Click on Equipment ( ) in the main menu.

2. Select the desired equipment.

3. Click on Options () in the upper right-hand corner of the screen and then click on one of the available options:

Figure 87. Equipment details

Alarm history: Opens the alarm page for the selected equipment (described in Viewing Alarm Details).

Edit location: This option is only available for "Static"

equipment, allowing you to locate the equipment on a floor plan or change its position on the plan (see Placing Equipment on the Plan).

You may delete equipment only if the following conditions are met:

• The equipment must not be associated with a sensor.

• If one or more sensors are associated with the equipment, you must first unpair the sensor(s) before deleting the equipment. See Dissociating Sensors from Equipment for more details on this feature.

To remove equipment:

1. Click Equipment () in the main menu.

2. Select the desired equipment.

3. Click Delete ( ) (1) to remove the selected equipment:

Figure 88. Equipment management window

4. Click Yes to confirm the operation when prompted, or click No to return to the previous screen:

Note: Disable / Enable: Select this option to disable equipment or enable equipment that has been disabled. Disabled equipment is no longer shown in the equipment list or as a tile in the Watch Mode display.

Note: Equipment cannot be disabled if data logging is currently running on one of its sensors. To enable disabled equipment, use the Filter option in the equipment list and select Display disabled equipment to enable it.

Delete: Removes the selected equipment from the system.

Edit: To modify the information for existing equipment, click on Edit (). Click Save to keep your changes, or Cancel to return to the previous screen without saving changes.

Refresh: Click Refresh () to update the information in this window.

Figure 89. Confirming equipment removal

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Data Logging

To use your Smart-Vue Pro data logger, you must first program data logging.

CAUTION: Data logging is configured at the equipment level. Once you have assigned a sensor to equipment (described in Associating Sensors with Equipment), you may set up data logging.

Data logging consists of recording physical parameters (such as temperature and humidity) over time. Sensor readings are recorded based on a set of configuration options that are used to manage your data logger while data logging.

Data logging parameters include:

• The sensor reading frequency.

• High and low alarm limits.

How does it work?

Here is a quick overview of the data logging flow with Smart-Vue Pro:

Starting Data Logging

CAUTION: A sensor must be associated with equipment in order to start data logging.

To configure data logging:

1. You can start data logging either via Equipment () or

Data Loggers ( ) in the left-hand menu as long as the sensor is associated with equipment. The instructions

below are identical for both cases.

2. Click on the name of the equipment (1) (or data logger) for which you want to start data logging:

1. The Smart-Vue Pro data logger equipped with sensors is installed on the equipment to be monitored.

2. Sensor readings are collected by the Smart-Vue Pro data logger, which then sends the data to the Cloud or your

server via LoRaWAN

3. Smart-Vue Pro enables you to manage every aspect of your system, equipment, users, and data. When limits are exceeded or other anomalies are detected, an alert is displayed on the Smart-Vue Pro data logger. You can receive alerts 24/7 from the Smart-Vue Pro system.

wireless connectivity.

Figure 90. The Smart-Vue Pro data logger communicates with Smart-Vue Pro via an onpremises LoRaWAN

receiver

Figure 91. Click on a piece of equipment to set up data logging

3. Details and available sensors are shown on the righthand side of the screen. Click Start data logging button

() (2) to access sensor settings:

Figure 92. Choosing a sensor for data logging

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4. Enter your system password and click Send to continue.

Figure 93. Entering password to enter data logging settings screen

The Start data logging window opens, with several zones (in the image below):

• General sensor properties (1).

• Choosing to create a new data logging configuration or selecting an existing configuration (2).

Reading interval: The frequency with which the sensor records a reading. Use the drop-down list to select the value that meets needs.

Use drift/uncertainty: Select this check box if you want to take into account the deviation and uncertainty values provided for the sensor (see Updating Parameters for Calibrated Sensors).

2. You may set low and high limits to ensure that the physical parameter(s) in the monitored environment remain(s) within a specific range of values.

CAUTION: You may enter up to three high limits and three low limits to benefit from multiple warnings if limit excursions persist. You may enter the limits in any order that you choose. The first one you enter is displayed on the Smart-Vue Pro data logger display.

• Entering specific parameters (3).

Figure 94. Defining data logging parameters

5. Define the settings for a new data logging session as described in the next section or select an existing configuration.

Data Logging Details

Low limits: The lowest acceptable sensor reading (lowest temperature, lowest humidity level, etc). Any readings below the limit(s) will trigger an alarm. Click to set up additional limits or to remove limits you may have added.

Low delay: The duration of the reading that can remain lower than the low limit before an alarm is triggered (must be a multiple of the reading interval, in minutes).

High limits: The highest acceptable sensor reading. Any readings above the limit(s) will trigger an alarm. Click to set up additional limits or to remove limits you may have added.

High delay: The duration of the reading can remain higher than the high limit before an alarm is triggered (must be a multiple of the reading interval, in minutes).

If a reading exceeds these limits when data logging is running (and the delay is reached, if configured), you will be notified of the alarm by a color change on the data logger screen and outer ring, and via the system’s alert mechanism.

While the data logger is in an alarm state, the Smart-Vue Pro data logger buzzer will also emit an audio alarm when plugged into AC power.

If you are an Application Manager or have manager rights in your branch of the organization, you may create configuration templates with data logging settings that you can use later when programming similar sensors.

If there are no templates, the New data logging configuration field is selected by default. Previous settings are displayed if the sensor has already been used.

1. Set the following information: New configuration: This option is selected by default

(configuration template feature not yet implemented).

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3. Click Start to begin recording sensor readings.

4. Confirm your action by entering your password in the pop-up window:

Figure 97. Entering your password to stop data logging

Figure 95. Equipment details with data logging in the process of starting

Data logging in the process of being started is indicated by a timer icon () in equipment details screen (1). The timer changes to ( ) when data logging is running.

Stopping Data Logging

You may stop data logging that is currently running:

1. In the main menu, click Equipment ().

2. Click on the name of the equipment for which you want to stop data logging

3. Sensors for which data logging is in progress have a Stop data logging button (). Click on the button (2) to stop data logging:

If you select Force stop, data logging is stopped at the next programmed transfer interval without retrieving the latest information from the data logger (readings or any other information). Any unretrieved information is lost.

If you do not select Force stop, data logging is stopped at the next programmed transfer interval, but all the information is retrieved from the data logger. The operation may take longer with this option.

CAUTION: Do not confuse the data logger’s wireless data “transfer” interval, with the sensor “reading” interval configured for each sensor.

Figure 96. Stopping data logging

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Viewing Sensor Data

Sensor data is first stored in the data logger’s internal memory and then transferred wireless to the Smart-Vue Pro platform at programmed intervals. To preserve data logger battery life under normal operation, transmission to the server occurs periodically, but not at every reading. If you modify settings in Smart-Vue Pro, the values on the Smart-Vue Pro data loggers screen will be updated when the next reading interval occurs.

There are several ways to access data collected by a sensor: Equipment details: Provides equipment details, including

graphs. Sensor list: Sensor readings displayed in a table with data

export options. To access the list of the readings recorded by a sensor:

1. Click Readings () in the Equipment, Data Loggers or Sensors screens.

2. A color graph is displayed showing readings recorded by the selected sensor:

Data: A list is displayed showing all data and events that occurred throughout the data logging session (readings, time-stamps, start, stop, limits exceeded, technical alarm, etc,.).

Displaying Sensor Graph

All sensor readings are shown in graph to track variations over the entire data logging cycle:

• The vertical axis shows the reading value.

• The horizontal axis shows the time scale.

• High limits are represented by red horizontal lines.

• Low limits are represented by red horizontal lines.

• Alarms (high and low limits) and events (technical alarms) are displayed in color. A key describing different colors is shown at the bottom of the graph.

• Highest, lowest, and average readings calculated during the data logging cycle are shown at the bottom righthand side of the graph.

Figure 98. Example of a sensor graph

The Readings window contains two tabs (1): Graph: The graph shows readings in a visual format over

time. You can display information from several sensors running data logging in a given piece of equipment at the same time:

Figure 99. Readings window

Selecting the Display Period

By default, the graph shows readings for the past 7 days. To adjust the dates for the graph display:

1. Click Start date and/or End date fields (1) and choose a month, day, and year from the date selection calenders.

Figure 100. Selecting the display period

2. Click () to confirm your choice and refresh the graph.

3. The two scroll buttons next to the Start and End dates (2) are used to change the period for which you would like to display graphs. Click the arrows to move back or forward by one week.

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Including Events in Graph

Display

You may choose to include events in the graph displays, such as “Data logging started”, “Data logging stopped”, “Low battery alert”, etc,.

To include events, click Display events toggle switch at the top of the window to adjust the display:

Figure 101. Event display toggle switch

Zoom and Control Tools

When you move the mouse cursor (1) over the graph, a tool-tip displays reading values and timestamps:

You may zoom into the graph to examine details more closely:

1. Left-click and hold the mouse button and drag the cursor over the desired location in the graph.

2. Release the mouse button to zoom in on the selected area (2).

Figure 104. Selecting the zoom area

The selected area is enlarged.

3. Repeat these steps to get a higher zoom level if needed.

Figure 102. Reading graph with high and low limits

If Display events is selected, events are indicated with the appropriate background color on the graph. Move the mouse cursor over the graph to see event details (2):

Figure 103. Graph with event details

As you zoom in on the graph, additional tools are shown in the upper right-hand corner of the graph (3):

Figure 105. Zoom and Control tools

Icon Description

Enables you to use your mouse to scroll right and left through the graph. When you click on this button, the mouse cursor turns into a multidirectional arrow. Then click anywhere on the graph and drag right or left while holding the mouse button to focus on particular areas of the graph.

Turns off panning mode.

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Icon Description

Clears zoom or pan effects and restores the graph to its original scale.

Exporting Data

Click the Download button () at the top of the screen to generate a report based on the filters applied to the graph display. Select the format (PDF, Word or Excel).

2. Click on the Data tab (1):

Figure 107. List of readings/events

List of Sensor Readings

To display detailed sensor readings:

1. Click Readings icon () via the Equipment, Data Loggers or Sensors menu:

3. You may include the list of events for the selected sensor using the Display events (Yes/No) toggle button (2).

The table includes the following information:

• Event date

• Reading value

• Event details

• Event type

4. You may use the date range selector to adjust the dates for displaying events.

Figure 108. Selecting the date range for displayed data

Use the right and left arrow buttons ( and ) to move forwards or backwards through the calendar.

Creating Reports

Smart-Vue Pro enables you to export several different reports concerning your equipment.

Lists

Many screens in the application offer a notably those presenting lists of equipment, sensors, alarms, etc.

Figure 106. Accessing sensor data

Smart-Vue Pro Monitoring Solution Viewing Sensor Data | 51

Several format options are displayed when you click on the download button (1).

Download

button ( ),

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Figure 109. Data export tools

The available options are: Excel (.xlsx): Creates XLSX format file that you can open

with Microsoft Excel.

PDF (.pdf): Creates PDF printout of this table. Word (.docx): Creates DOCX format file that you can open

with Microsoft Word.

Audit Trail

The audit trail is a key feature for traceability in equipment monitoring solutions, notably with respect to the FDA’s CFR Part 11 guidelines. Smart-Vue Pro tracks every system action in a non-modifiable list that provides complete details about system events, such as:

•Alarms

• User login/logout

• Configuration changes

Figure 110. Audit trail list

3. The header fields show the event date, user, type, and description. You may sort the list by date or user by clicking on the headers using your mouse.

4. You may expand any event item by clicking on (3) for details on a particular event, as shown here:

Figure 111. Complete details for a specific event

• New equipment/devices/sensors

• Profile updates

• Alert rule creation/modification/testing

• Data logging start/stop

• System messages

• Password changes To view your system’s audit trail:

1. Click Reports ( ) Audit trail.

2. Here you may click on: (1) to open filter options and refine the display by

choosing the types of information you want to see.

(2) to download an XLSX, PDF or DOCX version of the

displayed list.

Exporting the Audit Trail

As described above in section Lists, you may also download audit trail information in XLSX, PDF or DOCX format. The following figure shows a sample first page from a PDF download:

Figure 112. Downloading an audit trail report

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Alert Devices

The Smart-Vue Pro system supports several “electronic” alert notification mechanisms, notably:

• E-mail (native to all Smart-Vue Pro systems).

• SMS/Text message (optional via Smart-Vue Pro Alert).

• Automated voice call (optional via Smart-Vue Pro Alert).

In addition, you may use hardware alert devices via LoRaWAN® wireless technology:

Smart Siren

To add a Smart Siren to your system:

1. Click Infrastructure () in the left-hand menu, then

Add ().

2. In the screen shown below, fill in the fields to create the new Smart Siren:

Figure 113. Smart Siren (audio & visual alerts)

Figure 114. Smart Remote Contact (triggers an external smart remote contact device connect)

This chapter describes adding the hardware devices to your system.

Figure 115. Adding a Smart Siren to your system

Serial number: Enter the serial number provided on your

product. Typ e: Select Smart Siren. If you select the incorrect type of

device here, it will be adjusted automatically upon the system’s first connection.

CAUTION: We recommend that you test new alert devices by simulating alerts. You may test the siren directly. Options () alarm once the device has been created, and/or in the full context of testing an alert rule by simulating a sensor alarm (see Simulating a Sensor Alarm for Testing).

 Simulate an

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Name: Enter a name to use as a reference in your system.

1. Click on the siren name in the list.

Inventory code: Enter an inventory code for this device (optional).

Organization: You must assign the device to a branch of your organization. Choose the level that is appropriate for your hierarchy.

Time zone: Enter the time zone in which the device is located in order to make sure that it is activated at the right moment (as defined in Alert rules).

Description: You may enter information here as desired (optional).

Technical alarm: Choose how the siren should react when receiving a technical alarm, such as a low data logger battery:

None = no reaction Buzzer and light = Audio sound + red siren light Light only = Red siren light only

Limit alarm: Choose the siren type when receiving a limit

alarm, such as a temperature excursion (None, Buzzer and light, Light only).

Dry Contact input alarm: This is for future use. Allow snooze: Enables you to press the snooze button on

the siren to turn off the light and/or buzzer until the next alarm occurs.

Trigger alarm after X minutes without communication:

The system checks communication with all devices periodically. If the system fails to communicate with the siren, and then fails again after “X” minutes that you specify, an alarm is triggered (such as an e-mail or text message).

2. Click Options ()

Note: This alarm is useful for testing the siren device itself, outside the context of any alert rules.

3. Confirm details in the window that opens:

 Simulate an alarm.

Figure 117. Details for simulating an alarm

Use the drop-down list to choose one of the available alarm types for the siren: “Technical – Communication lost”, “Technical – Lost power supply”, or “Technical – Low Battery”.

4. Click Send to launch the test, or Cancel to return to the previous window without taking any action.

Other Smart Siren Functions

Repeat alarm every X hours:

Enter the frequency with which the system should trigger an alarm again if the siren is still not communicating.

Trigger alarm after X minutes on battery mode:

If the siren switches from AC power to battery mode, an alarm is triggered after the number of minutes you specify here.

The new siren is listed in the Infrastructure list shown here:

Once you have added the siren to your system, you may include it in alert rules to notify users in case of alarms. Alarms & Alerts provides details on how to configure alerts. Other functions (1) are available by clicking on the siren in the list, which opens the siren details as shown here:

Figure 116. Siren shown in Infrastructure list

Testing your Smart Siren

We recommend that you test any newly installed alert devices to ensure smooth operation in your context. To test the siren:

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Figure 118. Additional options for Smart Siren management

Options Category Description

Smart Remote Contact

To add a Smart Remote Contact device to your system:

1. Click Infrastructure ( ) in the left-hand menu, then

Add ().

2. In the screen shown below, enter the fields to create the new Smart Remote Contact:

Options

()

Alarm

history

Simulate

an alarm

Disable

Remove

Refresh Refreshes the siren

Opens the Alarm list so you can see any alarms involving this device (a filter is applied to show “Infrastructure” with the siren’s serial number) .

You may use this function to simulate an alarm as described in the previous section.

Click to disable the siren’s functionality (in the Infrastructure list, a filter enables you to display or hide disabled infrastructure).

information window.

Figure 119. Adding a Smart Remote Contact device to your system

Serial number: Enter the serial number provided on your

product. Typ e: Select Smart Remote Contact. If you select the

incorrect type of device here, it will be adjusted automatically upon the system’s first connection.

CAUTION: We recommend that you test new alert devices by simulating alerts. You may test the siren directly via Options () alarm once the device has been created, and/or in the full context of testing an alert rule by simulating a sensor alarm (see Simulating a Sensor Alarm for Testing).

 Simulate an

Edit Opens the Edit

infrastructure window in which you may modify all the same details you entered when creating the siren.

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Name: Enter a name to use as a reference in your system. Inventory code: If you have an inventory code for this

device, you may enter it here (optional). Organization: You must assign the device to a branch of

your organization. Choose the level that is appropriate for your hierarchy.

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Time zone: Enter the time zone in which the device is located in order to make sure that it is activated at the right moment (as defined in Alert rules).

Description: You may enter information here as desired (optional).

Technical alarm: Choose how the remote contact device should react when receiving a technical alarm, such as a low data logger battery:

Testing your Smart Remote Contact Device

We recommend that you test any newly installed alert devices to ensure proper operation in your context. To test the remote contact device:

1. Click on the siren name in the list.

None = no reaction Relay 1 = Triggers state change on relay 1

(terminals 1-2-3) Relay 2 = Triggers state change on relay 2

(terminals 4-5-6)

Relay 1 & relay 2 = Triggers state change on both relays

Limit alarm: Choose how device reacts when receiving a

limit alarm, such as a temperature excursion (None, Relay 1, Relay 2 or Relay 1 & relay 2)

Dry Contact input alarm: This is for future use.

Trigger relays when power supply is unplugged:

Determines relay behavior if AC power is lost. You may click on Show connections to see images of the different wiring options (details on relay open and closed configuration are provided below in section Terminal Wiring).

Trigger alarm after X minutes without communication:

The system checks communication with all devices periodically. If the system fails to communicate with the device, and then fails again after “X” minutes that you specify, an alarm is triggered (such as an e-mail or text message).

Repeat alarm every X hours:

2. Click Options ()

Note: This alarm is useful for testing the remote contact

device itself, outside the context of any alert rules.

3. Confirm details in the window that opens:

 Simulate an alarm.

Figure 121. Details for simulating an alarm

Use the pull-down list to choose one of the available alarm types for the siren: “Technical – Communication lost”, “Technical – Lost power supply” or “Technical – Low Battery”.

4. Click Send to launch the test, or Cancel to return to the previous window without taking any action.

Enter the frequency with which the system should trigger an alarm again if the device is still not communicating.

Trigger alarm after X minutes on battery mode:

If the remote contact device switches from AC power to battery mode, an alarm is triggered after the number of minutes you specify here.

The new remote contact device is listed in the Infrastructure list shown here:

Figure 120. Siren shown in Infrastructure list

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Other Smart Remote Contact

Device Functions

Table 10. Other functions for Smart Remote Contact

Options Category Description

Once you have added the remote contact device to your system, you may include it in alert rules to notify users in case of alarms. Alert Devices provides details on how to configure alerts. Other functions (1) are available by clicking on the device in the list, which opens details as shown here:

Figure 122. Additional options for Smart Remote Contact management

Options

()

Alarm

history

Simulate

an alarm

Disable

Remove

Opens the Alarm list so you can see any alarms involving this device (a filter is applied to show “Infrastructure” with the device’s serial number)

You may use this function to simulate an alarm as described in the previous section.

Click to disable the device’s functionality (in the Infrastructure list, a filter enables you to display or hide disabled infrastructure).

Click to remove the remote contact device from your system. The device is marked as “removed” in the Infrastructure list. If you wish to restore the same siren, you must create it again by entering the serial number.

Refreshes the Smart

() Refresh

() Edit

Remote Contact information window.

Opens the Edit infrastructure window in which you may modify all the same details you entered when creating the device.

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Terminal Wiring

The terminal is wired as shown in the following figure (the images are shown in the Smart-Vue Pro Web application). When "Trigger relays..." checkbox is not selected. Default state: Pins 2&3 of relay1 and Pins 5&6 of relay2 are

short circuited. Alarm State: Pins 1&2 of relay1 and Pins 4&5 of relay2 are

short circuited.

When "Trigger relays..." checkbox is selected. Default state: Pins 1&2 of relay1 and Pins 4&5 of relay2 are

short circuited. Alarm State: Pins 2&3 of relay1 and Pins 5&6 of relay2 are

short circuited.

Figure 123. Terminals for open and closed relays

Connect the wires of your external devices to the terminal poles as appropriate for your needs.

CAUTION: The two blocks (1-2-3 and 4-5-6) may be cabled differently from each other.

For example, with Trigger relays when power supply is unplugged selected, 1-2-3 may be cabled for “Normally open” and 4-5-6 may be cabled for “Normally closed”.

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Alarms & Alerts

The Smart-Vue Pro monitoring system features an alert mechanism that notifies you if the sensors go outside their expected range or if some type of technical error occurs. For example, if a temperature sensor is configured to monitor a cold-storage unit between 2°C and 8°C, and the sensor reads a temperature of 9°C, then an alarm is shown in SmartVue Pro. The system can also send an alert to one or more users if an alarm is detected. It is therefore important to understand the distinction between alarms and alerts.

Handling Alarms

Alarms Highlighted in the

Figure 125. Dashboard and equipment details with an alarm

Dashboard

The first place you will see an alarm visually is in the dashboard, in the Watch Mode screen.

When there are no errors, the equipment thumbnail is shown in green and the alarm indicator at the top right of the equipment details page displays a green OK icon ().

Here is a “healthy” system dashboard and equipment details window:

Figure 124. Dashboard and equipment details with no alarms

The alarm counters (1) increment to show:

1. On the main screen, the number of alarms currently on an equipment.

2. On the equipment details screen, the number of alarms currently on the equipment (i.e. on different sensors at the same time).

Viewing Alarm Details

When you see an equipment with errors:

1. Click on one of the alarm counters mentioned above (1) or click Alarm icon to open the alarm list in the left-hand

menu ().

• If you click on the counter in the dashboard window or on

in the menu, you will see all current system alarms.

• If you click on the equipment thumbnail, you will access the alarm directly (that is, with filters applied in the Alarm list to show alarm only).

2. The Alarm list opens and shows the alarm events for the selected equipment. Unfold alarm details by clicking on the blue arrow () (2).

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2. The alarm management screen displays equipment with

alarms:

Figure 127. Alarm management and acknowledgment screen

To organize the display of unacknowledged alarms, click Filters and select Not ACK from the Acknowledgment drop-down list, or select any other criteria depending on your needs.

Figure 126. Displaying alarm details

• Click the graph icon () to open the sensor graph which shows the date/time when the alarm started.

• You may access the equipment directly by clicking on the link in the Equipment column (3).

Acknowledging Alarms

When alarms are displayed for your equipment, you must acknowledge the alarm in Smart-Vue Pro and troubleshoot the problem so that further alarms do not continue to occur.

CAUTION: It is important to note that the alarm status is still shown in red in the Smart-Vue Pro dashboard until the next reading transmitted by the data logger no longer indicates the alarm condition. More importantly, acknowledging the alarm in the software does not actually fix any physical or technical problem encountered by the data logger and the equipment could still be in an alarm state.

3. To acknowledge a single alarm, click next to the alarm you want to acknowledge.

4. You may acknowledge several alarms at once by clicking on their check boxes in the first column:

Figure 128. Acknowledging several alarms at the same time

5. Click at the top of the screen. If one of the alarms in your selection has already been acknowledged,

it will be deselected automatically and thus not affected by the current acknowledgment.

6. The Alarm acknowledgment pop-up is shown on the right-hand side of the screen:

Follow these instructions to acknowledge an alarm:

1. Click Alarms () in the main menu, or on the alarm counter in the dashboard or equipment details screens.

Figure 129. Enter the details for acknowledging an alarm

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7. To acknowledge the alarm, you must enter an incident cause in the Cause field. Any text you enter in this field is stored and may be reused in the future by clicking on the drop-down list (1).

8. The Corrective action and Preventive action fields are optional and can be used to include further information with the acknowledgment.

9. Click Save to save your changes (and confirm by entering your password) or Cancel to discard changes and return to the previous screen.

10. Once the alarm has been acknowledged, the green check mark () is shown on the alarm line.

Remember, acknowledging an alarm does not necessarily eliminate any physical problems at the sensor, data logger or equipment levels.

Alarm Report Subscriptions

Smart-Vue Pro can generate alarm reports automatically and send them at programmed intervals.

The report is created with default parameters (not editable as of this writing):

Figure 131. Default report parameters

2. Click Next and edit details for the report:

Users with Application Manager rights can assign reports to other users, whereas regular users can only create reports for themselves, without being able to assign them to other users.

Scheduling a Report

To schedule a report and assign users:

1. Click Alarms ()

Figure 130. Scheduling an alarm report to send to one or more users

Schedule a report ( ).

Figure 132. Set up the report to meet your needs

Name: Enter a name to refer to this report. Periodicity: Select whether the report should be pro-

duced on a weekly or monthly basis.

Weekly: Select one or more days to generate the report:

Figure 133. Report printed on selected days every week

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Monthly: Select the day of the month to print the report:

Figure 134. Report printed on the specified day once a month

you want to remove. Then click to move them to the list of Available users on the left.

To remove all users, click .

5. Click Save when done, Previous to return to the scheduling screen, or Cancel to close the window without saving your changes.

At:Indicate the time of the report to be produced. Data range: Specify the time period for which you want

to include data (from “Previous 7 days” to “Previous month”).

3. Users with “User” rights in the system can only create reports for themselves, so they must click Save at this point, or on Previous to return to the scheduling screen, or Cancel to close the window without saving changes.

4. Users with “Application Manager” rights must click Next to select the users (including themselves) who will receive the report in PDF format via e-mail:

Editing Scheduled Reports and Subscriptions

You may edit and update reports that you have created (as described in the previous section) and reassign users to those reports.

To modify a report:

1. Click Reports ()

Figure 136. Include users in report distribution

CAUTION: The user who created the reported is

indicated as the “Owner”. You may change the owner via Options ( ) as described below.

Report subscriptions.

Figure 135. Include users in report distribution

To add users:

Double-click on a user-name or click move the selected user from Available to Subscribers.

To select multiple users at a time, press and hold the Ctrl key and click on each of the users you want to select. Click on to add them to the list of Subscribers.

To select all available users, click on . To r em ov e u se rs : To remove a user from a report, double-click on a user-name

in the list of Subscribers (on the right-hand side) or click on a user and click on to move the user to the list of Available users on the left-hand side.

To remove multiple users, press and hold the Ctrl key and, while holding down the key, click on each of the other users

2. To run the report right now, click ( ).

3. To delete the report, click ( ).

4. To access report configuration, click anywhere on the line with the report (1).

Figure 137. Report summary screen

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This screen contains several options for managing the report:

Table 11. Options for Managing Report

Options Category Description

Filter – Displays the parameters

used to filter data and establish the report. As of this writing, the parameters may not be edited.

Generate the report – You may click on this icon to generate the report at any time.

Edit – Enables you to change scheduling options for the report. The options here are the same as those used to create the report (as described in the previous section).

Options – Contains the following items:

Alert Notifications

Smart-Vue Pro offers several alert notification mechanisms:

• By default, every system provides alert notification via e-

mail and every user profile is required to include an e-mail address.

• Smart-Vue Pro Alert is an optional web-based solution

that adds SMS/text messaging and automated voice call support. You must enter a valid license key in order to use Smart-Vue Pro Alert notification features, as described in Managing License Keys.

Smart-Vue Pro can send alerts to one or more users configured in Call Groups. Each user is configured with an email address to be used for this purpose. To implement alerts, you must therefore create one or more Call Groups and create alert rules to determine the equipment and data loggers for which those groups will receive alert e-mails.

Change owner – The report owner is allowed to manage report details. If the report is assigned to multiple subscribers, ownership may only be assigned to another Application Manager. A regular User cannot be the owner of a report that is sent to other people.

Edit subscribers – Allows Application Managers to edit the list of users who receive the report via e-mail.

Disable – Deactivates automatic generation of the report. You may Enable the report subsequently if you want (to show reports that have been disabled, open Filters at the top of the screen and select “Show inactive”)

Configuring Alert Rules

An alert is a notification sent by the system to users when the system observes an alarm condition or potential problem in the monitored environment.

Alert rules can be configured and assigned to different call groups in order to notify, by telephone and/or e-mail, users designated to handle an alarm category. You may define different criteria for one or more nodes in your organization, or according to the geographical areas you cover or sensor categories. Alert rules are based on “Time slots” and “Weekends and holidays”, defined in the system. These entities enable you to handle a variety of different cases, including Day/Night and weekend modes.

Follow these steps to configure an alert rule:

1. Click Configuration

().

2. The Create alert rule screen is displayed:

 Alerts  Add alert rule

Remove – Completely removes

the report from the system.

Figure 138. Setting up an alert rule (Step 1)

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3. Fill the in fields according to your needs. The fields marked with a red asterisk (

Name: Assign a friendly name to identify the alert rule. Description: Enter a description of the alert, for your

information. Alarm type: Select one or more type of alerts (Limits, Dry

Contact (for future) or Technical). Limit alerts are the high and low limit values that you

may configure for sensor readings. Technical alerts concern technical issues with your sen-

sors and receivers, such as low battery and communication errors. A given rule can only apply to one or the other of these types of alerts.

Items in organizations: Choose the relevant organization(s) and/or department(s).

*) are required:

Time slot: Use the drop-down menu to select the alarm

period from the available options. Other time slots may be added as described in Time Slots.

Days off: Use the drop-down list to select Days off periods (such as weekends and holidays). Other days off may be added as described in Setting Days off (Weekends and Non-working days).

Alert Rules with Users

Add or remove users in the Users tab (3) of the screen as shown in Figure 138 and Figure 139:

1. Determine how users will be alerted (4): via e-mail ()

automated voice call () or SMS / Text message

Alerts for: Select the type of equipment for which alerts will be sent: Infrastructure, mobile equipment, Shipments, or Static equipment.

Criticality: Select the criticality level(s) for which the alert rule applies (critical and/or not critical) as configured for equipment.

Repeat alert if Check this option to set the repeat frequency for this alert if the alarm condition persists and specify the desired time interval.

4. Click Next to set up the users who will be alerted and when, as described below.

Figure 139. Assigning users to time periods in an alert rule (Step 2)

In the above image, time periods are shown on three tabs (2). Remember to assign users and/or alert devices to each period.

You may configure notifications to be sent to users or devices (3), notably Smart Sirens and/or Smart Remote Contact configured in your system.

(). Click the check box

more alert types.

2. To add users: Double-click on a user-name or click to move the selected user from Available to Alerted. To

select multiple users at a time, press and hold the Ctrl key and click on each of the users you want to select.

Click on to add them to the list of Selected users. To

select all available users, click .

3. To remove users: To remove a user from a rule, doubleclick on a user-name in the list of Alerted users (on the

right-hand side) or click on a user and click on to move the user to the list of Available users on the left-

hand side. To remove multiple users, press and hold the Ctrl key and while holding down the key, click on each of

the other users you want to remove. Then click on to move them to the list of Available users on the left. To remove all users, click .

4. To change the contact sequence: Users are contacted in the order in which they are listed in the alert rule. The top user is contacted first, etc. You may click and icons to move the selected

user up or down one line at a time.You may click on the

and icons to move the selected user to the very

top or bottom, respectively.

5. Click Save to save the rule (or add alert devices, as described in the next section), click Previous to return to step 1 or click Cancel to close this window without saving any changes.

 to assign one or

5. Select the Time slot and Days off for the alert:

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Alert rules with Smart Siren or

Smart Remote Contact Devices

5. Click on Save to save the rule (or add users as described in the previous section), on Previous to return to step 1, or on Cancel to close this window without saving any changes.

To add or remove alert devices, click Sirens & Smart

remote contacts tab (5) of the alert rule screen:

Figure 140. Assigning alert devices to time periods in an alert rule (Step 2)

1. Select one or more sirens () or smart remote contact devices () in the “Available” column.

2. To add devices: Double-click on a device name or click to move the

selected device from Available to Alerted. To select multiple devices at a time, press and hold the Ctrl key and click on each of the devices you want to

select. Click to add them to the list of “Triggered” devices. To select all available devices, click .

3. To remove devices: To remove a device from a rule, double-click on a device name in the list of Triggered devices (on the right-hand

side), or single-click on a device name and click to move the device to the list of Available devices on the

left-hand side. To remove multiple devices, press and hold the Ctrl key and, while holding down the key, click on each of the

other devices you want to remove. Then click to move them to the list of Available devices on the left. To remove all devices, click .

4. To change the trigger sequence: Devices are triggered in the order in which they are listed in the alert rule. The top device is triggered first, etc.

You may click and icons to move the selected device up or down one line at a time.

Modifying or Deleting Alert Rules

To disable or change the conditions or recipients of an alert rule, click on click Configuration ( )

The alert rules you defined earlier are shown in the table with the configuration parameters and characteristics of the equipment involved.

1. To modify an alert rule, click Edit () for the rule you wish to modify:

Figure 141. List of alert rules saved in the system

2. Make the desired changes (with all the same options as described in the previous sections when creating the rule).

3. Click Save to save your changes or Previous to return to the previous screen without saving changes.

4. For more options, click Options () for a drop-down

menu with the following options: Create using as template: This option enables you to

create a new alert rule based on the currently selected rule.

Simulate an alarm: Enables you to validate the alarm scenario by sending a test alert using the selected rule. No alert is listed in the Alarm list, but people are contacted and/or devices are triggered as if an alarm occurred.

Disable: Deactivates the alert rule. You may reactivate it at any time selecting the alert rule and clicking on “Enable” in the drop-down menu.

Delete: Deletes the alert rule from the system.

 Alerts.

You may click on the and icons to move the selected device to the very top or bottom, respectively.

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Time Slots

As described earlier in Configuring Alert Rules, you may configure specific time slots during which your system will send alerts to users. These time slots may then be used in the context of one or more alert rules.

1. Click Add () to add up to a total of three time slots, if needed.

2. Click Save to save your changes or Cancel to discard changes and return to the previous screen.

To add a time slot:

1. In the main menu, click Configuration

slots.

2. Click Add time slot ().

Figure 142. Adding a new time slot

3. The Create time slot window opens on the right-hand side of the screen:

 Time

Modifying or Deleting Time Slots

To change the time slots of your alert rules:

1. In the main menu, click Configuration

slots.

Figure 144. Time slot list

2. Click Edit () to modify a time slot.

3. Make the necessary changes.

4. Click Save to save your changes or Cancel to discard changes and return to the previous screen.

5. If you want to delete a time slot, select the time slot and

 Time

Figure 143. Time slot details

4. Enter the details of the new time slot. The fields marked with a red asterisk (

Name: Enter a name for the time slot. Description: Enter a description of the time slot. Slots: Enter a name for the time slot and then, define the start

and end time. These parameters are used by the application to determine the start and end of the alarm period.

To avoid confusion, all times are indicated in local time of the user who will be receiving the alert or the device to be triggered.

*) are required:

click Delete ().

Setting Days off (Weekends and Non-working days)

Smart-Vue Pro enables you to manage non-working days such as weekends, public holidays and other days off. You may use this feature to fine-tune your system’s alert rules.

To add days off:

1. In the main menu, click Configuration

off.

Figure 145. Adding days off (non-working days)

 Days

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2. Click Add days off (), which opens the Create days off window:

5. Select dates in the From and To fields.

6. If the day is to be considered as a day off every year, click the Yea r ly check box.

7. You may remove a day off by clicking on Remove () next to the item to be deleted.

8. Click Save to save the day(s) off in the system, Previous to return to the previous screen without saving changes or Cancel to discard your changes.

Modifying or Deleting Weekends and Days off

To edit a weekend or day off:

Figure 146. Entering details for days off

3. Fill the fields according as desired. The fields marked with a red asterisk (

Name: Enter a name as a reference for the day(s) off. You will be able to use this name when you create alert rules.

Description: (Optional) You may enter a description of the day off for information purposes.

Weekend configuration: Set the start and end times that are considered as part of the weekend, for example, for on-call staff. These settings are used by the application to determine the start and end of the weekend alarm period.

4. Click Next

*) are required:



1. In the main menu, click Configuration

 Days off

Figure 148. List of days off in your system

1. Select the line you want to change, click Edit ().

2. Make the desired changes.

3. Click Save to save your changes or Cancel to discard changes and return to the previous screen.

4. If you want to delete a day off configuration, select the desired line and click Delete ().

Figure 147. Adding days off to be used in alert rules

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Getting Help

User Manuals

User manuals for the Smart-Vue Pro web application and related products are available directly from the application.

Figure 149. Access to Smart-Vue Pro and companion product user guides

Click Help  Online help to download the latest documents:

Viewing Smart-Vue Pro Version Release Notes

If the Smart-Vue Pro web application has been updated since the last time you logged in, the release notes concerning the new version are displayed on your screen:

Figure 150. Latest release notes

This message is not displayed for new users. You may click Do not show these notes again to stop the

message from being displayed when you log in again. Click Close to close the window and continue with Smart-Vue Pro.

You may show all Smart-Vue Pro release notes at any time by clicking Help

 Release notes.

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Appendix

Alarms FAQ

Table 12. Alarm Details

Web

Typ e Me a nin g

App alarm color

High Limit Alarm

Low Limit Alarm

Sensor Fail Input Sensor has failed. Red

Invalid sensor

Communicat ion lost

Power lost

Unexpected stop

Low battery

Sensor input reading is higher than high limit value set.

Sensor input reading is lower than low limit value set.

When a different sensor is replaced during data logging.

When data logger or infrastructure (LoRaWAN) is not communicating as per the setting in web app i.e., web app triggers an alarm after X minutes without communication with Data logger or Infrastructure.

When data logger is not under AC power and communicating on battery power, as per the setting in web app i.e., web app triggers an alarm after X minutes without AC power supply.

When you restore power, the data logger is operational but the data logging session is not restarted. Then SmartVue Pro web application triggers the Unexpected Stop alarm to notify you that your equipment is not being monitored.

The battery on the SVP Quatro is low.

Red

1. I just installed a new data logger. It seems to be working fine, but no information is updated in the Smart-Vue Pro dashboard.

• Information is automatically sent to the system at the

end of each programmed “transfer period”. The transfer period is generally longer than the sensor reading period, so you may simply need to wait for the cycle to begin in order to have data in the web application.

• On the Smart-Vue Pro data logger, you may use the

Synchronize feature to trigger communication between the system and the data logger.

• You may also refresh the application screen using the

Refresh button () that is present throughout Smart-Vue Pro.

2. I used the Smart-Vue Pro web application to activate data logging on a Smart-Vue Pro data logger. The data logger now displays the temperature and session name as expected, however, I still do not see any readings in the web application. What should I do?

If the data logger screen shows information other than “Data logger waiting for configuration”, it means that communication from the server was successful. The edges of the tile in the Watch Mode screen (in the web application) should no longer be gray. Just wait until sensor readings are uploaded at the next transfer interval.

3. My data logger was data logging and lost power (unplugged or batteries removed). However, when the power was restored, the web application showed an “Unexpected Stop alarm”. What could be the reason?

When you restore power, the data logger is operational but the data logging session is not restarted. The data logger therefore still needs your attention and hence, the Smart-Vue Pro web application triggers the “Unexpected Stop alarm” to notify that the equipment is not being monitored.

4. Can a data logger be removed which is currently running a data logging session?

Yes, you can remove a data logger from your Smart-Vue Pro system even if data logging is running. You should only do this in cases where there is a problem with the data logger, or if a data logger had to be swapped while

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still running. In those cases, the Smart-Vue Pro web application can no longer stop the data logging session via software and you may need to remove the data logger from the system.

5. Where can I find information about using the Smart-Vue web application with my Smart-Vue Pro data loggers running in Bluetooth mode and the Smart Connect mobile application?

The Smart Connect User Guide provides details about using the mobile application in conjunction with the web application.

6. Are all features available when using the Smart-Vue Pro web application and the Smart Connect mobile application for my data loggers in Bluetooth-only mode?

Most viewing and display features are the same, regardless of whether data is collected via a LoRaWAN receiver or pushed by your Bluetooth-enabled device running Smart Connect. Some configuration features are specific for LoRaWAN operation and do not apply when using Smart Connect, such as “Trigger alarm after n minutes without communication.”

Note: It is not a real user (sending an email, etc.)

Support user: When the technical support uses the special account to perform some actions.

11. What is the significance of setting time interval for communication lost separately in Infrastructure and Data logger pages?

Infrastructure (gateway) communicates with server in every 10 seconds, however, it updates its activity in every 5 minutes.

A LoRa gateway takes 5 minutes to start. Communication lost alarm is triggered after two missing reading intervals +1 boot duration. Hence, a 15 minutes time interval is defined for communication lost in Infrastructure page.

12. Why does the time stamp show as 01/01/0001 before starting the data logging in web app watch mode screen?

Until the first data push to cloud we find the time stamp as 01/01/0001. Once the data is synced to cloud we observe the related time stamp.

7. Why an unexpected stop alarm shows in ongoing state although it is acknowledged?

Unexpected stop event occurs when the data logging is in progress and battery/power supply is removed.

When the battery (or plug your power supply) is placed, the device reboots. However, all data loggings are stopped so the data logger sends this alarm to notify the customer that your product (ex: vaccine) is no longer monitored.

8. Why doesn’t it show any error while creating a company even if the license key or last digit is changed?

Validation of license is done when one accepts and tries to create company. To ensure the security, it is a best practice to check the license key on server side and not on front side (javascript). The error is shown in the final page and user won't be able to create a company when last digit of the license key is changed.

9. Explain the following error “Data logger configuration mismatches server”.

If the physical data logger has a different state than the status on the web app, this alarm is created. For example, starting a data logging, performing a factory reset and communicating with the server.

10. What is the significance of system user and support user in Audit Trail records?

System user: When the action is performed by the application.

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WEEE Compliance

Great Britain

Deutschland

Italia

France

WEEE Compliance. This product is required to comply with the European Union’s Waste Electrical &

Electronic Equipment (WEEE) Directive 2012/19/EU. It is marked with the following symbol. Thermo Fisher Scientific has contracted with one or more recycling/disposal companies in each EU Member State, and this product should be disposed of or recycled through them. Further information on our compliance with these Directives, the recyclers in your country, and information on Thermo Scientific products which may assist the detection of substances subject to the RoHS Directive are available at www.thermofisher.com under Services & Support.

WEEE Konformittät. Dieses Produkt muss die EU Waste Electrical & Electronic Equipment (WEEE) Richtlinie 2012/19/EU erfüllen. Das Produkt ist durch folgendes Symbol gekennzeichnet. Thermo Fisher Scientific hat Vereinbarungen getroffen mit Verwertungs-/Entsorgungsanlagen in allen EUMitgliederstaaten und dieses Produkt muss durch diese Firmen widerverwetet oder entsorgt werden. Mehr Informationen über die Einhaltung dieser Anweisungen durch Thermo Scientific, dieVerwerter und Hinweise die Ihnen nützlich sein können, die Thermo Fisher Scientific Produkte zu identizfizieren, die unter diese RoHS. Anweisungfallen, finden Sie unter www.thermofisher.com unter Services & Support.

Conformità WEEE. Questo prodotto deve rispondere alla direttiva dell’ Unione Europea 2012/19/EU in merito ai Rifiuti degli Apparecchi Elettrici ed Elettronici (WEEE). È marcato col seguente simbolo. Thermo Fischer Scientific ha stipulato contratti con una o diverse società di riciclaggio/smaltimento in ognuno degli Stati Membri Europei. Questo prodotto verrà smaltito o riciclato tramite queste medesime. Ulteriori informazioni sulla conformità di Thermo Fisher Scientific con queste Direttive, l’elenco delle ditte di riciclaggio nel Vostro paese e informazioni sui prodotti Thermo Scientific che possono essere utili alla rilevazione di sostanze soggette alla Direttiva RoHS sono disponibili sul sito www.thermofisher.com in Servizi e Supporto.

Conformité WEEE. Ce produit doit être conforme à la directive euro-péenne (2012/19/EU) des Déchets d’Equipements Electriques et Electroniques (DEEE). Il est marqué par le symbole suivant. Thermo Fisher Scientific s’est associé avec une ou plusieurs compagnies de recyclage dans chaque état membre de l’union européenne et ce produit devraitêtre collecté ou recyclé par celles-ci. Davantage d’informations sur laconformité de Thermo Fisher Scientific à ces directives, les recycleurs dans votre pays et les informations sur les produits Thermo Fisher Scientific qui peuvent aider le détection des substances sujettes à la directive RoHS sont disponibles sur www.thermofisher.com sous Services et Assistance.

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Contact Information

Thermo Fisher Scientific products are backed by a global technical support team ready to support your applications. We offer cold storage accessories, including remote alarms, temperature recorders, and validation services. Visit

www.thermofisher.com or call:

Countries Sales Services

North America +1 866 984 3766 (800) 438-4851

India 1800 22 8374, +91 22 6716 2200 +91 22 6716 2200

China +800 810 5118, +400 650 5118 +8621 68654588

Japan +81 3 5826 1616 +81 3 3816 3355

Australia +61 39757 4300 1 300 735 292

Austria +43 1 801 40 0 +43 1 801 40 0

Belgium +32 53 73 42 41 +32 2 482 30 30

France +33 2 2803 2180 +33 2 2803 2180

Germany 0800 1 536 376, +49 6184 90 6000 0800 1 536 376

Italy +32 02 95059 552 +39 02 95059 552, 432 254 375

Netherlands +31 76 579 55 55 +31 76 571 4440

Nordic/Baltic/CIS +358 9 329 10200 +358 9 329 100

Russia +7 812 703 4215 +7 812 703 4215

Spain/Portugal +34 93 223 09 18 +34 93 223 09 18

Switzerland +41 44 454 12 22 +41 44 454 12 12

UK/Ireland +44 870 609 9203 +44 870 609 9203

New Zealand +64 9 980 6700 +64 9 980 6700

Other Asian Countries +852 2885 4613 +852 2885 4613

Countries not listed +49 6184 90 6000 +49 6184 90 6000

Thermo Fisher Scientific Inc. 275 Aiken Road Asheville, NC 28804 United States

Find out more at thermofisher.com/cold

Thermo Scientific Smart-Vue Pro User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Safety Instructions

Introduction

About this Manual

Overview of Smart-Vue Pro

Intended Use

Getting Started

Connecting to Smart-Vue Pro

Creating your Smart-Vue Pro Company Account

Forgot your password?

Using Smart-Vue Pro

User Interface

Home Screen Overview

Plan View

Watch Mode

Users

Authentication Modes

Adding a New User

Editing a User

Your Organization

Company Information

Organization with Sites and Departments

Adding Plan Images

Infrastructure Devices

Adding Infrastructure

Editing Infrastructure

Adding a LoRaWAN Receiver as Infrastructure

Data Loggers

Adding Data Loggers

Data Logger Actions

Editing Data Logger Details

Sensors

Viewing the Sensor List

Viewing Sensor Details

Calibration Parameters

Simulating a Sensor Alarm for Testing

Removing a Sensor

Disabling / Enabling a Sensor

Equipment

Adding Equipment

Viewing Equipment Details

Deleting Equipment

Data Logging

How does it work?

Starting Data Logging

Stopping Data Logging

Viewing Sensor Data

Displaying Sensor Graph

List of Sensor Readings

Creating Reports

Alert Devices

Smart Siren

Smart Remote Contact

Alarms & Alerts

Handling Alarms

Acknowledging Alarms

Alarm Report Subscriptions

Alert Notifications

Alert Rules with Users

Time Slots

Getting Help

User Manuals

Viewing Smart-Vue Pro Version Release Notes

Appendix

Alarms FAQ

WEEE Compliance

Contact Information