Thermo Scientific Smart-Vue Pro User Manual

Smart-Vue Pro Monitoring Solution

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

User Guide

331676H01 • Revision A • 6/19/2020

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.

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

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

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

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

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

2 | Introduction Smart-Vue Pro Monitoring Solution

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.

Smart-Vue Pro Monitoring Solution Introduction | 3

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

4 | Introduction Smart-Vue Pro Monitoring Solution

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)

Smart-Vue Pro Monitoring Solution Getting Started | 5

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.

8 | Getting Started Smart-Vue Pro Monitoring Solution

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

Smart-Vue Pro Monitoring Solution Using Smart-Vue Pro | 9

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

10 | Using Smart-Vue Pro Smart-Vue Pro Monitoring Solution

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 ().

Smart-Vue Pro Monitoring Solution Using Smart-Vue Pro | 11

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

12 | Home Screen Overview Smart-Vue Pro Monitoring Solution

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.

Smart-Vue Pro Monitoring Solution Home Screen Overview | 13

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

14 | Home Screen Overview Smart-Vue Pro Monitoring Solution

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

Smart-Vue Pro Monitoring Solution Users | 15

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

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.

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.

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.

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