TSI FMS Software User Manual

FMS SOFTWARE

VERSION 5

USER MANUAL

P/N 6002773, REVISION Q

OCTOBER 2020

ii

Manual History

The following is a manual history of the FMS Software User Manual
(P/N 6002773).

Revision Date

A July 2009
B December 2009
C May 2010
D August 2010
E November 2010
F February 2011
G June 2012
H October 2012
J April 2014
K January 2015
L July 2015
M August 2016
N September 2017
P January 2019
Q October 2020

iii

Warranty/ Software License

Part Number

6002773 / Revision Q / October 2020

Copyright

©TSI Incorporated / 2009-2020 / All rights reserved.

Address

TSI Incorporated / 500 Cardigan Road / Shoreview, MN 55126 / USA

E-mail Address

[e-mail]

Limitation of Warranty
and Liability

(effective April 2014)

(For country-specific terms and conditions outside of the USA, please visit www.tsi.com.)
Seller warrants the goods, excluding software, sold hereunder, under normal use and service as

described in the operator's manual, to be free from defects in workmanship and material for 12
months, or if less, the length of time specified in the operator's manual, from the date of
shipment to the customer. This warranty period is inclusive of any statutory warranty. This
limited warranty is subject to the following exclusions and exceptions:

a. Hot-wire or hot-film sensors used with research anemometers, and certain other components

when indicated in specifications, are warranted for 90 days from the date of shipment;
b. Pumps are warranted for hours of operation as set forth in product or operator’s manuals;
c. Parts repaired or replaced as a result of repair services are warranted to be free from defects in

workmanship and material, under normal use, for 90 days from the date of shipment;
d. Seller does not provide any warranty on finished goods manufactured by others or on any fuses,

batteries or other consumable materials. Only the original manufacturer's warranty applies;
e. This warranty does not cover calibration requirements, and seller warrants only that the

instrument or product is properly calibrated at the time of its manufacture. Instruments

returned for calibration are not covered by this warranty;
f. This warranty is VOID if the instrument is opened by anyone other than a factory authorized

service center with the one exception where requirements set forth in the manual allow an

operator to replace consumables or perform recommended cleaning;
g. This warranty is VOID if the product has been misused, neglected, subjected to accidental or

intentional damage, or is not properly installed, maintained, or cleaned according to the

requirements of the manual. Unless specifically authorized in a separate writing by Seller, Seller

makes no warranty with respect to, and shall have no liability in connection with, goods which

are incorporated into other products or equipment, or which are modified by any person other

than Seller.
The foregoing is IN LIEU OF all other warranties and is subject to the LIMITATIONS stated herein.

NO OTHER EXPRESS OR IMPLIED WARRANTY OF FITNESS FOR PARTICULAR PURPOSE
OR MERCHANTABILITY IS MADE. WITH RESPECT TO SELLER’S BREACH OF THE IMPLIED
WARRANTY AGAINST INFRINGEMENT, SAID WARRANTY IS LIMITED TO CLAIMS OF
DIRECT INFRINGEMENT AND EXCLUDES CLAIMS OF CONTRIBUTORY OR INDUCED

INFRINGEMENTS. BUYER’S EXCLUSIVE REMEDY SHALL BE THE RETURN OF THE
PURCHASE PRICE DISCOUNTED FOR REASONABLE WEAR AND TEAR OR AT SELLER’S

OPTION REPLACEMENT OF THE GOODS WITH NON-INFRINGING GOODS.

TO THE EXTENT PERMITTED BY LAW, THE EXCLUSIVE REMEDY OF THE USER OR
BUYER, AND THE LIMIT OF SELLER'S LIABILITY FOR ANY AND ALL LOSSES, INJURIES,
OR DAMAGES CONCERNING THE GOODS (INCLUDING CLAIMS BASED ON CONTRACT,
NEGLIGENCE, TORT, STRICT LIABILITY OR OTHERWISE) SHALL BE THE RETURN OF
GOODS TO SELLER AND THE REFUND OF THE PURCHASE PRICE, OR, AT THE OPTION
OF SELLER, THE REPAIR OR REPLACEMENT OF THE GOODS. IN THE CASE OF
SOFTWARE, SELLER WILL REPAIR OR REPLACE DEFECTIVE SOFTWARE OR IF UNABLE
TO DO SO, WILL REFUND THE PURCHASE PRICE OF THE SOFTWARE. IN NO EVENT
SHALL SELLER BE LIABLE FOR LOST PROFITS, BUSINESS INTERRUPTION, OR ANY
SPECIAL, INDIRECT, CONSEQUENTIAL OR INCIDENTAL DAMAGES. SELLER SHALL NOT
BE RESPONSIBLE FOR INSTALLATION, DISMANTLING OR REINSTALLATION COSTS OR
CHARGES. No Action, regardless of form, may be brought against Seller more than 12 months

iv FMS Software User’s Manual

after a cause of action has accrued. The goods returned under warranty to Seller's factory shall
be at Buyer's risk of loss, and will be returned, if at all, at Seller's risk of loss.

Buyer and all users are deemed to have accepted this LIMITATION OF WARRANTY AND
LIABILITY, which contains the complete and exclusive limited warranty of Seller. This LIMITATION
OF WARRANTY AND LIABILITY may not be amended, modified or its terms waived, except by
writing signed by an Officer of Seller.

Service Policy

Knowing that inoperative or defective instruments are as detrimental to TSI as they are to our
customers, our service policy is designed to give prompt attention to any problems. If any mal­function is discovered, please contact your nearest sales office or representative, or call TSI’s
Customer Service department at 1-800-680-1220 (USA) or +001 [phone] (International).

Software License

READ THE TERMS OF THIS AGREEMENT AND ANY PROVIDED SUPPLEMENTAL LICENSE
TERMS (COLLECTIVELY "AGREEMENT") CAREFULLY BEFORE OPENING THE
SOFTWARE MEDIA PACKAGE. BY OPENING THE SOFTWARE MEDIA PACKAGE, YOU
AGREE TO THE TERMS OF THIS AGREEMENT. IF YOU ARE ACCESSING THE SOFTWARE
ELECTRONICALLY INDICATE YOUR ACCEPTANCE

OF THESE TERMS BY SELECTING THE "ACCEPT" or "YES" BUTTON AT THE END OF THIS
AGREEMENT. IF YOU DO NOT AGREE TO ALL OF THESE TERMS, PROMPTLY RETURN
THE UNUSED SOFTWARE TO YOUR PLACE OF PURCHASE FOR A REFUND OR, IF THE
SOFTWARE IS ACCESSED ELECTRONICALLY, SELECT THE "CANCEL" or "NO" BUTTON
AT THE END OF THIS AGREEMENT.

THE LICENSE

TSI Inc., of 500 Cardigan Road, Shoreview, MN 55126 (the “Licensor” which expression shall

include its subsidiaries, agents, successors and assigns) is authorized to license the software

(the “Software”) and the Licensee accepts a non-exclusive, non-transferable License to “Use”
(as hereinafter defined) the Software on a single computer system (the “System”) for single use

or by the maximum number of concurrent users specified below upon the terms and subject to
the conditions contained herein. Where the Software is issued in multi-media, multi-disk format
(being either different disk size or different system compatibility) only that format which is
compatible with the System may be used. The other format may not be used and should be
destroyed.

This License entitles the Licensee to:
(a) load, install and Use the Software contained in this package on either (as appropriate to

the Licensee’s system) one Central Processing Unit (“CPU”) of the System (a separate

license fee being required for each CPU upon which the Licensee wishes to use the
Software), or, if the Licensee’s System is multi-user, by a maximum of concurrent users
specified in the license key;

(b) Use the Software in accordance with the provisions of Clause 2 of this License;
and to:
(a) receive the Licensor’s bulletin reports of errors and “patches” and receive such new

updates of the Software incorporating the same;

(b) receive information on upgraded versions of the Software at such cost (if any) as may be

notified to the Licensee.

1. Acceptance of this License

The terms and conditions of this License are deemed to be accepted by the parties by the
Licensor upon dispatch/delivery by the Licensor of specified software to the Licensee direct or to

the Licensor’s agent as the case may be;

2. Use of the Software

(a) For the purposes of this License “Use” shall mean and include:

(i) utilization of the Software by copying, transmitting, or loading the same into the

temporary memory (RAM) or installing into the permanent memory (e.g. hard disk,
CD ROM or other storage device) of the System for the processing of the System
instructions or statements contained in such Software;

(ii) copying the Software which is in machine-readable form for Use by the Licensee

on the System for the purposes only of understanding the contents of such
machine-readable material and for back-up provided that no more than two (2)
copies will be in existence under any License at any one time without prior written
consent from the Licensor or as otherwise permitted by the applicable law;

(iii) merging the whole or any part of the Software in machine-readable form into

another software program;

Warranty/Software License v

(iv) storing the whole or any part of the Software on the System or other storage unit or

disk;

(v) utilizing (but not copying) the instructional and/or operational manuals relating to

the Software.

(b) For the purposes of this License “concurrent use” shall mean simultaneous use of the

Software by the number of users of the License specified above PROVIDED however that
Software installed on a file server for the sole purpose of distribution to other workstations
or computers is not being Used for the purposes of ascertaining the number of concurrent
users. Additional concurrent users may only be added by signing a separate license
agreement with the Licensor.

3. License Fee

(a) Where the License Fee is not paid by the Licensee at the time the Software is obtained

from the Licensor or its agent the license fee will be payable within the number of days
specified in the Licensor’s invoice unless otherwise agreed in writing by the Licensor.

(b) An additional License Fee is payable for each CPU of the System upon which the Licensee

wishes to Use the Software or in respect of additional concurrent users in excess of the

maximum number specified above. In the event that the Licensee’s System is inoperable

or requires or is under repair, the Licensee shall be permitted to Use the Software on a
back-up system at no extra charge, until the System is operational.

4. Licensee’s Undertakings

(a) The Licensee undertakes not to perform any of the acts referred to in this sub-clause (a)

except to the extent and only to the extent permitted by the applicable law to the Licensee
as a lawful user (i.e. a party with a right to use) of the Software and only then for the
specific limited purpose stated in such applicable law or hereunder. The Licensee
undertakes:
(i) not to copy the Software (other than for normal System operation and as specified

in Clause 2 above) not otherwise reproduce the same Provided that the Licensee
may copy the Software for backup purposes or incidentally, in the course of

converting the Software in accordance with 4(a)(iii) below;
(ii) not to translate, adapt, vary, modify, the Software
(iii) not to disassemble, decompile or reverse engineer the Software Provided however

that in the case of decompilation, the Licensee may incidentally decompile the

Software only if it is essential to do so in order to achieve interoperability of the

Software with another software program (“Permitted Purpose”) and provided the

information obtained by the Licensee during such decompilation is only used for the

Permitted Purpose and is not disclosed or communicated to any third party whom it

is not necessary to disclose or communicate such information without the

Licensor’s prior written consent and is not used to create any software which is

substantially similar to the expression of the Software nor used in any manner

which would be restricted by copyright.

The Licensee undertakes:
(b) to maintain accurate and up-to-date records of the number and location of all copies of the

Software.

(c) to supervise and control Use of the Software in accordance with the terms of this License.
(d) to ensure that its employees, agents and other parties who will use the Software are

notified of this License and the terms hereof prior to such employee, agent or party using
the same.

(e) to reproduce and include the copyright notice on of the Licensor or such other party as may

be specified in or on the Software (the “Owner”) on all and any copies, whether in whole or

in part, in any form, including partial copies or modifications of the Software made herein.

(f) not to provide or otherwise make available the Software in whole or in part (including

where applicable, but not limited to program listings, object code and source program
listings, object code and source code), in any form to any person other than the Licensee’s
employees or as specified in (d) above without prior written consent from the Licensor.

(g) within 14 days after the date of termination or discontinuance of this License for whatever

reason, to destroy the Software and all updates, upgrades or copies, in whole and in part,
in any form including partial copies or modifications of the Software received from the
Licensor or made in connection with this License, and all documentation relating thereto.

5. Warranty

(a) The Licensee acknowledges that software in general is not error-free and agrees that the

existence of such errors shall not constitute a breach of this License.

(b) To the extent permitted by the applicable law, the Licensor disclaims all other warranties

with respect to the Software, either express or implied, including but not limited to any
implied warranties of merchantability or fitness for any particular purpose.

vi FMS Software User’s Manual

(c) Although the Licensor does not warrant that the Software supplied hereunder shall be free

from all known viruses it has used commercially reasonable efforts to check for the most
commonly known viruses prior to packaging but the Licensee is solely responsible for virus
scanning the Software.

(d) The Licensor warrants that there are no disabling programs or devices in the Software.
(e) Unless otherwise declared by the parties in writing, the Licensor represents and warrants

that the Software provided and/or Deliverables prepared pursuant to this License will not
contain any “Open Source”. For purposes of this License “open Source” means any
software code that (f) contains, or is derived in any manner (in whole or in part) from any
software that is distributed as free software, open source software, shareware (e.g. Linux),
or similar licensing or distribution models, (ii) is subject to any agreement with terms
requiring that such software code be (A) disclosed or distributed in source code or object
code form, (B) licensed for the purpose of making derivation works, or (C) redistributable.
Open Source includes, but is not limited to, software licensed or distributed under any of
the following licenses or distribution models, or licenses or distribution models similar to

any of the follows: (a)GNU’s General Public License (GPL) or Lesser/Library GPL (LGPL);

(b) the Artistic License (e.g., PERL); (c) the Mozilla Public License(s); (d) the Netscape
Public License; (e) the Berkeley software design (BSD) license including Free BSD or
BSD-style license; (f) the Sun Community Source License (SCSL); (g) an Open Source
Foundation License (e.g., CDE and Motif UNIX user interfaces); (h) the Apache Server
license; and (i) any licenses listed at www.opensource.org/licenses.

WARRANTY DISCLAIMER. THE EXPRESS WARRANTIES CONTAINED IN THIS
AGREEMENT ARE IN LIEU OF ALL OTHER WARRANTIES, REPRESENTATIONS AND
GUARANTEES OF ANY KIND BY THE LICENSOR, INCLUDING BUT NOT LIMITED TO ANY

IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR PARTICULAR
PURPOSE. EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, ALL PRODUCTS,

SERVICES AND OTHER MATERIALS (IF ANY) ARE FURNISHED BY THE LICENSOR AND
ACCEPTED BY THE LICENSEE “AS IS”. ALL OTHER WARRANTIES, WHETHER
STATUTORY, EXPRESS OR IMPLIED, ARE SPECIFICALLY EXCLUDED AND DISCLAIMED
BY THE LICENSOR, INCLUDING WITHOUT LIMITATION ANY IMPLIED OR OTHER
WARRANTIES OF OR AGAINST: (1) INTERFERENCE WITH QUIET ENJOYMENT, NON­INFRINGEMENT, WORKMANLIKE EFFORT, QUALITY, ACCURACY, TIMELINESS,
COMPLETENESS, TITLE, COMPATIBILITY, INTEGRATION, NO ENCUMBRANCES, NO
LIENS, TITLE, MERCHANTIBILITY OR FITNESS FOR ANY PARTICULAR PURPOSE, (2)
THAT ANY PRODUCTS, SERVICES OR OTHER MATERIALS WILL CONFORM TO ANY
DEMONSTRATION OR PROMISE BY THE LICENSOR, OR (3) THAT MAY ARISE THROUGH
ANY COURSE OF DEALING BETWEEN THE PARTIES.

THE LICENSOR DOES NOT WARRANT THAT THE PRODUCTS, SERVICES OR ANY
OTHER MATERIALS PROVIDED HEREUNDER WILL MEET THE LICENSEE’S
REQUIREMENTS OR THAT THEY OR THEIR ACCESS OR USE WILL BE UNINTERRUPTED,
ERROR FREE, OR COMPLETELY SECURE. EXCEPT AS EXPRESSLY PROVIDED IN THIS
CLAUSE, THE ENTIRE RISK AS TO THE PRODUCTS, SERVICES AND ANY OTHER
MATERIALS PROVIDED BY THE LICENSOR IS WITH THE LICENSEE, INCLUDING FOR
QUALITY AND PERFORMANCE AND FOR ACCURACY OR QUALITY OF ANY
INFORMATION TRANSMITTED, RECEIVED OR OTHERWISE DELIVERED VIA THE
PRODUCTS AND SERVICES.

6. Licensor’s Liability

(a) The Licensor shall not be liable to the Licensee for any loss or damage whatsoever or

howsoever caused arising directly or indirectly in connection with this License, the
Software, its use or otherwise, except to the extent that such liability may not be lawfully
excluded under the applicable law.

(b) Notwithstanding the generality of (a) above, the Licensor expressly excludes liability for

indirect, special, incidental or consequential loss or damage which may arise in respect of
the Software, its use, the System or in respect of other equipment or property, or for loss of
profit, business, revenue, goodwill or anticipated savings.

(c) In the event that any exclusion contained in this License shall be held to be invalid for any

reason and the Licensor becomes liable for loss or damage that may lawfully be limited,
such liability shall be limited to the license fee paid by the Licensee for the Software.

(d) The Licensor does not exclude liability for death or personal injury to the extent only that

the same arises as a result of the negligence of the Licensor, its employees, agents or
authorized representatives.

7. Copyright, Patents, Trade Marks and Other Intellectual Property Rights

The Licensee acknowledges that any and all of the copyright, trademarks, trade names, patents
and other intellectual property rights subsisting in or used or in connection with the Software
including all documentation and manuals relating thereto are and remain the sole property of the
Licensor and/or the Owner. The Licensee shall not during or at any time after the expiry or

Warranty/Software License vii

termination of this License in any way question or dispute the ownership by the Licensor and/or
the Owner thereof.

8. Indemnity

(a) The Licensor agrees to indemnify and save harmless and defend at its own expense the

Licensee from and against any and all claims of infringement of any patent, trade mark,
industrial design, copyright or other proprietary right affecting the Software PROVIDED
THAT (i) the Licensee shall not have done, permitted or suffered to be done anything
which may have been or become an infringement of any such rights (including but not

limited to using the Software to perform the Licensee’s or other party’s applications or

using the Software in combination or merged with other software programs or devices) and
(ii) the Licensee shall have exercised a reasonable standard of care in protecting the
same; failing which, the Licensee shall indemnify the Licensor against all actions,
proceedings, costs, claims and expenses incurred in respect thereof.

(b) The Licensee undertakes that the Licensor shall be given prompt notice of any claim

specified in (a) above that is made against the Licensee and the Licensor shall have the
right to defend any such claims and make settlements thereof at its own discretion and the
Licensee shall give such assistance as the Licensor may reasonably require to settle or
oppose any such claims.

(c) In the event that any such infringement occurs or may occur, the Licensor may at its sole

option and expense:
(i) procure for the Licensee the right to continue using the Software or infringing part

thereof; or
(ii) modify or amend the Software or infringing part thereof so that the same becomes

non-infringing; or
(iii) replace the Software or infringing part thereof by other software or similar

capability; or
(iv) repay to the Licensee the License fee or balance thereof relating to the whole or

the infringing part of the Software.

(d) The Licensor’s liability under this clause shall, at the Licensor’s option, be limited to the

License fee less an equitable proportion thereof as relates to the period prior to cessation
owing to infringement.

9. Confidential Information

(a) All information, data, drawings, specifications, documentation, software listings, source or

object code with the Licensor may have imparted and may from time to time impart to the
Licensee relating to the Software (other than the ideas and principles which underlie the
Software) is proprietary and confidential. The Licensee hereby agrees that it shall use the
same solely in accordance with the provisions of this License and that it shall not at any
time during or after expiry or termination of this License, disclose the same, whether
directly or indirectly, to any third party without the Licensor’s prior written consent.

(b) Subject only to the specific, limited provisions of Clause 4(a) above, the Licensee further

agrees that it shall not itself or through any subsidiary, agent or third party use such
confidential information to copy, reproduce, translate, adapt, vary, modify, decompile,
disassemble or reverse engineer the Software nor shall the Licensee sell, lease, license,
sub-license or otherwise deal with the Software or any part or parts or variations,
modifications, copies, releases, versions or enhancements thereof or have any software or
other program written or developed for itself based on any confidential information supplied
to it by the Licensor.

(c) The foregoing provisions shall not prevent the disclosure or use by the Licensee of any

information which is or hereafter, through no fault of the Licensee, becomes public
knowledge or to the extent permitted by law.

10. Force Majeure

The Licensor shall be under no liability to the Licensee in respect of anything which, apart from
this provision, may constitute a breach of this License arising by reason of acts of war (declared
or undeclared), terrorism, force majeure.

11. Termination

(a) In addition to provisions for termination as herein provided, the Licensor may by notice in

writing to the Licensee terminate this License if the Licensee is in breach of any term,
condition or provision of this License or required by the applicable law and fails to remedy
such breach (if capable of remedy) within 30 days of having received written notice from
the Licensor specifying such breach.

(b) Upon termination, the Licensee shall pay to the Licensor all costs and expenses, including

legal and other fees incurred and all arrears of fees, charges or other payments arising in
respect of the Software, this License or otherwise and shall comply with its undertaking
specified in Clause 4(g) above.

(c) Termination, howsoever or whenever occasioned shall be subject to any rights and remedies

the Licensor may have under this License or under the applicable law.

viii FMS Software User’s Manual

12. Assignment
The Licensee shall not assign or otherwise transfer all or any part of the Software or this
License without the prior written consent of the Licensor.

13. Waiver
Failure or neglect by either party to enforce at any time any of the provisions hereof shall not be

construed nor shall be deemed to be a waiver of that party’s rights hereunder nor in any way
affect the validity of the whole or any part of this License nor prejudice that party’s rights to take

subsequent action.

14. Headings
The headings of the terms and conditions herein contained are inserted for convenience of
reference only and are not intended to be part of or to affect the meaning or interpretation of any
of the terms and conditions of this License.

15. Severability

In the event that any of these terms and conditions or provisions shall be determined by any
competent authority to be invalid, unlawful or unenforceable to any extent, such term, condition
or provision shall to that extent be severed from the remaining terms, conditions and provisions
which shall continue to be valid to the fullest extent permitted by law.

16. Governing Law
The parties hereby agree that the License concluded between them and constituted on these
terms and conditions shall be construed in accordance with American and British law. For
inquiries, please contact: TSI Incorporated, 500 Cardigan Road, Shoreview, MN 55126, 1-800­874-2811 or 1-651-490-2811.

PostgreSQL End User
License Agreement

Note, as an end user of FMS software, if you install the PostgreSQL database, you are
responsible for these End User License Agreement conditions:

PostgreSQL Database Management System (formerly known as Postgres, then as Postgres95)
Portions Copyright (c) 1996-2011, PostgreSQL Global Development Group
Portions Copyright (c) 1994, The Regents of the University of California

Permission to use, copy, modify, and distribute this software and its documentation for any
purpose, without fee, and without a written agreement is hereby granted, provided that the
above copyright notice and this paragraph and the following two paragraphs appear in all copies.

IN NO EVENT SHALL THE UNIVERSITY OF CALIFORNIA BE LIABLE TO ANY PARTY FOR
DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR CONSEQUENTIAL DAMAGES, INCLUDING
LOST PROFITS, ARISING OUT OF THE USE OF THIS SOFTWARE AND ITS
DOCUMENTATION, EVEN IF THE UNIVERSITY OF CALIFORNIA HAS BEEN ADVISED OF
THE POSSIBILITY OF SUCH DAMAGE.

THE UNIVERSITY OF CALIFORNIA SPECIFICALLY DISCLAIMS ANY WARRANTIES,
INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY
AND FITNESS FOR A PARTICULAR PURPOSE. THE SOFTWARE PROVIDED HEREUNDER
IS ON AN "AS IS" BASIS, AND THE UNIVERSITY OF CALIFORNIA HAS NO OBLIGATIONS
TO PROVIDE MAINTENANCE, SUPPORT, UPDATES, ENHANCEMENTS, OR
MODIFICATIONS.

Trademarks

TSI and the TSI logo are trademarks of TSI Incorporated in the United States and may be

protected under other country’s trademark registrations.

Microsoft, Windows, Internet Explorer, MS SQL, and SQL Server are registered trademarks

of Microsoft Corporation.
Modbus is a registered trademark of Modbus Organization, Inc.
Netscape is a registered trademark of Netscape Communications Corporation.
Mozilla and Firefox are registered trademarks of the Mozilla Foundation.
Opera is a registered trademark of Opera Software ASA.
Java is a trademark of Sun Microsystems, Inc.
Linux is a registered trademark of Linus Torvalds.
Oracle and MySQL are registered trademarks of Oracle and/or its affiliates.
HP LaserJet is a registered trademark of Hewlett Packard Corporation.
Adobe, Acrobat, and Reader are registered trademarks of Adobe Systems Incorporated in

the United States and/or other countries.
UNIX is a registered trademark of The Open Group.
PostgreSQL is a registered trademark of PostgreSQL Global Development Group.

ix

Contents

Manual History ............................................................................................... ii

Warranty/ Software License ........................................................................ iii

Software License .......................................................................................iv

PostgreSQL End User License Agreement ........................................... viii

Contents ........................................................................................................ ix

About This Manual ..................................................................................... xiii

Purpose ................................................................................................... xiii

Getting Help ............................................................................................ xiii

Submitting Comments ............................................................................. xiii

CHAPTER 1 Introduction ........................................................................... 1-1

Glossary ................................................................................................. 1-2

CHAPTER 2 Installing the Software .......................................................... 2-1

Installing FMS Software and PostgreSQL Database ............................. 2-1

SQL Servers ........................................................................................... 2-1

On-line Help ........................................................................................... 2-2

CHAPTER 3 System Maintenance ............................................................ 3-1

Check Free Disk Space ......................................................................... 3-1

Shutdown and Reboot ............................................................................ 3-2

Robustness Features ............................................................................. 3-2

Guard Service ........................................................................................ 3-2

Archiving ................................................................................................. 3-3

General Notes ..................................................................................... 3-3

Options for Archiving .......................................................................... 3-3

PC Maintenance ................................................................................. 3-4

Daylight Savings Time ........................................................................... 3-4

21 CFR Part 11 Compliance .................................................................. 3-5

CHAPTER 4 FMS Client .............................................................................. 4-1

Help ........................................................................................................ 4-1

Fly By Hints ......................................................................................... 4-1

On-line Manual ................................................................................... 4-1

Color and Icon Coding ........................................................................... 4-2

Using the Client Display ......................................................................... 4-2

Menus ................................................................................................. 4-3

Client................................................................................................ 4-3

Node ................................................................................................ 4-3

Windows .......................................................................................... 4-3

Help ................................................................................................. 4-4

x FMS Software User’s Manual

Toolbar ................................................................................................ 4-4

Sample Status View ............................................................................ 4-5

Message ............................................................................................. 4-5

Status Bar ........................................................................................... 4-5

Logging into FMS ................................................................................ 4-6

Password Aging .................................................................................. 4-6

Configuring the Client ............................................................................. 4-6

Identification ........................................................................................ 4-7

Audit Logging ...................................................................................... 4-8

Modules .............................................................................................. 4-9

FMS Components Information .......................................................... 4-10

Remote Monitors .............................................................................. 4-11

Required Monitors ............................................................................ 4-12

Display Monitor Messages ................................................................ 4-13

User Settings .................................................................................... 4-14

Color Settings ................................................................................... 4-15

Sound Settings ................................................................................. 4-16

Auto Login Settings ........................................................................... 4-17

Report Settings ................................................................................. 4-18

Map Settings ..................................................................................... 4-20

Status Settings .................................................................................. 4-21

E-mail Settings .................................................................................. 4-22

CHAPTER 5 Using FMS Client .................................................................. 5-1

Create Status Window ........................................................................... 5-2

Create Units Window ............................................................................. 5-5

Create Graph Window ............................................................................ 5-6

Create Message Window ....................................................................... 5-9

Create Map Window ............................................................................. 5-10

Create Report Window ......................................................................... 5-11

Create Configure Window .................................................................... 5-12

Create Control Window ........................................................................ 5-13

Create Output Control Window ............................................................ 5-14

Create Batch Manager Window ........................................................... 5-15

CHAPTER 6 Configure and View Monitoring Node ................................ 6-1

Configure Node ...................................................................................... 6-1

Monitor Details Page .......................................................................... 6-2

Monitor Summary -> Configure Devices ............................................ 6-2

Monitor Summary -> Configure Devices -> AeroTrak+ Devices ........ 6-3

Monitor Summary -> Configure Devices -> Communication .............. 6-3

Ethernet Communications ............................................................... 6-4

Serial Communications .................................................................... 6-5

Monitor Summary -> Configure Devices -> Units ............................... 6-6

Monitor Summary -> Configure Devices -> Digital Outputs ............... 6-7

Monitor Summary -> Configure Devices -> Sample Points ................ 6-8

Monitor Summary -> Configure Devices -> Alarm Groups ............... 6-13

Monitor Summary -> Configure Devices -> Recipes ........................ 6-15

Contents xi

Monitor Summary -> Configure Devices -> Actions ......................... 6-15

State Trigger Action ....................................................................... 6-16

Timed Trigger Action ..................................................................... 6-17

Monitor Summary-> Configure Devices -> System Settings ............ 6-18

Monitor Settings ................................................................................ 6-19

Buddy Settings .................................................................................. 6-20

Database ........................................................................................... 6-21

Mirror Database ................................................................................ 6-21

Reporting Settings ............................................................................ 6-22

OPC UA Settings .............................................................................. 6-23

Security Page ................................................................................... 6-23

User Group ....................................................................................... 6-25

User Privileges .................................................................................. 6-26

Viewing a Monitoring Node .................................................................. 6-29

View Status ....................................................................................... 6-30

Inspect .............................................................................................. 6-30

Sample Point Inspection Windows ................................................ 6-31

Alarm Group Inspection Windows ................................................. 6-32

Manual Data Entry ......................................................................... 6-33

Acknowledge Alarms ............................................................................ 6-33

View Statistics ................................................................................... 6-35

Sample Point Status ......................................................................... 6-35

Map ................................................................................................... 6-36

Active Icons ................................................................................... 6-37

Map Viewer .................................................................................... 6-37

Map Editor (Plan Editor) ................................................................ 6-38

Move Objects ................................................................................. 6-39

Edit Objects ................................................................................... 6-40

Delete Objects ............................................................................... 6-40

Select Text Options ....................................................................... 6-40

Select Active Objects ..................................................................... 6-41

Clear Map Items ............................................................................ 6-41

Graph ................................................................................................... 6-42

Quick Zoom....................................................................................... 6-42

Quick Enable/Disable Lines .............................................................. 6-43

Create a Graph ................................................................................. 6-45

Configure an Existing Graph............................................................. 6-46

Common Tab ................................................................................. 6-46

Line Options ...................................................................................... 6-48

Axes .................................................................................................. 6-49

Limit Lines ......................................................................................... 6-50

Control Charts ................................................................................... 6-51

Reports ................................................................................................. 6-52

New Report/Modify Selected Report ................................................ 6-53

Sample Points and AAS Sample Points ........................................... 6-56

Graph Plots ....................................................................................... 6-57

Logs and Messages .......................................................................... 6-58

Schedule Reports ............................................................................. 6-59

xii FMS Software User’s Manual

AAS Status ........................................................................................... 6-60

Controlling a Monitoring System .......................................................... 6-61

Functions .......................................................................................... 6-62

Monitoring Task .................................................................................... 6-63

CHAPTER 7 SQL Server ............................................................................. 7-1

Introduction ............................................................................................ 7-1

CHAPTER 8 Modules .................................................................................. 8-1

Batch Manager ....................................................................................... 8-2

Batch List Functions ........................................................................... 8-3

Batch Event Functions ........................................................................ 8-3

Batch Reports ..................................................................................... 8-4

Networking ............................................................................................. 8-4

Overview ............................................................................................. 8-4

Setting up a Network for FMS............................................................. 8-5

Broadcast Addresses .......................................................................... 8-5

DHCP or Static Addresses ................................................................. 8-6

CHAPTER 9 Contacting Customer Service .............................................. 9-1

Technical Contacts ................................................................................. 9-1

International Contacts ......................................................................... 9-1

Technical Support ............................................................................ 9-1

Index

Reader’s Comments

xiii

About This Manual

Purpose

This manual is intended for users of FMS software. How to use the various
features of FMS are described in this manual.

Getting Help

To obtain assistance for this software or to submit suggestions, please
contact Controlled Environments:

TSI Incorporated
500 Cardigan Road
Shoreview, MN 55126 USA
Fax: [phone]
Telephone: [phone] (USA) or [phone]
E-mail: [e-mail]

Submitting Comments

TSI® values your comments and suggestions on this manual. Please use the

comment sheet, on the last page of this manual, to send us your opinion on

the manual’s usability, to suggest specific improvements, or to report any

technical errors.

If the comment sheet has already been used, mail or fax your comments on
another sheet of paper to:

TSI Incorporated
Controlled Environments
500 Cardigan Road
Shoreview, MN 55126
Fax: [phone]
E-mail Address: [e-mail]

xiv FMS Software User’s Manual

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1–1

C H A P T E R 1

Introduction

FMS is a client server application. It is made up of different programs that
communicate with each other over TCP/IP networks. Each separate program
performs a limited set of tasks. However, powerful systems can be built by
connecting the components together.

FMS has the following programs:

The Monitoring
Engine Server

Controls equipment, collects data from the equipment,
stores the results in a database, and detects alarm
conditions. It performs various actions in response to a
range of events.

The User Interface

This application displays the status of the system, the
configuration of monitoring servers can be controlled, and
reports can be generated from the data stored on the SQL
database.

A SQL Database
Server

The SQL server is the application that stores the collected
data. There are several types of SQL servers. FMS has
been tested using Microsoft® SQL, PostgreSQL®, and
MySQL® software. Applications other than FMS can also
access a SQL server to generate reports. SQL servers
usually have comprehensive security features to control
access and can include encryption.

Although there are several different programs, only the client application has
a user interface. The other applications are run in the background without
needing to display any data. This means a whole system can run on just one
computer. However, it is possible for each component to run on a different
computer, often there are advantages to running the SQL server on a
different computer.

It is possible to have more than one monitoring server running. This can be
on one or more computers; for example, one monitoring server controlling
particle counters and a second server controlling environmental sensors.

A single SQL server can be shared with many monitoring servers.

Each client can see all monitoring servers on a network.

1–2 FMS Software User’s Manual

Glossary

FMS

Facility Monitoring System

FMS

Software of Facility Monitoring Systems Limited

FS

Functional Specification

GAMP

Good Automated Manufacturing Practice

ISPE

International Society for Pharmaceutical Engineering

IQ

Installation Qualification

OQ

Operational Qualification

SQL

Structured Query Language

21 CFR Part 11

21 Code of Federal Regulations - Electronic Records;
Electronic Signatures

2–1

C H A P T E R 2

Installing the Software

Installing FMS Software and PostgreSQL® Database

• License keys for FMS software should have been supplied.

• The following instructions assume that FMS software is being installed

from an Install CD or DVD. If not, open the required files directly from the
network.

• In the following instructions the name of the database will be FMS01, the

Client User will be named “Client”, the Monitor User will be named
“Monitor”.

• FMS software can be run on Windows

®

10 Professional Edition or
above, Windows® 7 Professional Edition or above, Windows® Server
2008 with R2 package, Windows® Server 2012 with R2 package
operating systems, or Windows® Server 2016.

• Please refer to the FMS installation guide for installation details.

SQL Servers

FMS requires a SQL server for storing data. This server can be on the same
computer as the monitoring system, the client system or, it can reside on
another computer.

Each SQL server has its own requirements for installation and setting up.

N O T E

It is necessary to read the SQL server's documentation to configure
databases and user accounts correctly especially when setting host access
and user privileges.

PostgreSQL is a registered trademark of PostgreSQL Global Development Group.
2–2 FMS Software User’s Manual

Any SQL server used with FMS must support the ALTER TABLE,
CREATE TABLE, CREATE INDEX, and SELECT ... LIMIT commands. The
SQL servers must support quoted identifiers by default. This may require
altering the database server configuration. Many databases allow quoted
identifiers by default, others do not (MySQL® database, Microsoft® SQL
Server® database software).

The following SQL servers are known to work with FMS, PostgreSQL,
MySQL®, and MS SQL® server.

It is important that databases are enabled to use ANSI quoting.

Databases can be accessed directly or through ODBC. It is necessary to use
ODBC database connections if non-Latin characters are in use. If ODBC is
used, ODBC connections must be set up on each computer where either
FMS Client or monitor is running.

On-line Help

There is on line help accessible by selecting the Help menu option or by
pressing the Help buttons.

3-1

C H A P T E R 3

System Maintenance

The following routine system maintenance tasks should be performed every
few weeks.

Check Free Dis k Space

Data records can be saved to local disk drives, to networked disk drives
and/or to a SQL server. If disk space runs out, results can no longer be
recorded. It is important to ensure this does not happen.

Problems may arise with determining exactly where data is being saved.
Directories may be networked drives or links to other directories on different
drives/network locations. In the case of storing results on a SQL server,
access to the computer where the results are stored, might not be possible
at all.

Free space on a networked system drive may be difficult to determine, as
each user may have a different permitted level of allocated space.

Depending on how a system is configured, it is not possible to give a specific
command script. Normally a site specific procedure is required to ensure that
there is enough disk space.

Typically a 20 GB hard disk will hold results for about 5 to 10 years. This is
longer than the expected life of a hard disk drive.

3–2 FMS Software User’s Manual

Shutdown and Re b o ot

Only during operating system start-up can a hard disk be correctly checked
and the file system repaired safely. Further applications and operating
system functions might slowly leak resources.

For these reasons a system should be shut down and rebooted every few
weeks, if possible once per week.

Robustness Features

FMS has several functions to improve the robustness of the system. The
Guard service can monitor applications and recover from an application
crashing or becoming “stuck”.

It is important for this application to work as the Microsoft® Windows® crash
logging services are disabled. These services display a dialog that must be
acknowledged by a human user before the application can be recovered.
This prevents automatic recovery.

Guard Service

The Guard service is installed to start and control the monitoring tasks
(nodes). These programs run in the background and have no user interface.
On starting, the Guard service reads the file Guard.ini and runs the
programs listed in it. If any of the programs fails, it is restarted. Each time the
program fails, the time between restarts doubles up to a maximum of 500
seconds. If a program runs for more than one hour without failure, the restart
time is reduced to one second. Additionally, the Guard service ensures every
monitoring task is running correctly by requiring a watchdog clear message,
a line of text printed on the standard error channel, to be sent from the
program to the Guard service at least once every two minutes. If there is no
watchdog clear message from the task, the guard process kills and restarts
the program.

System Maintenance 3–3

Archiving

General Notes

As results are written to a SQL database such as PostgreSQL software, it is
possible to archive (dump) a database while it is in use in a safe manner.
Refer to the database documentation.

It makes sense to archive a system at the same time as a routine shutdown
and reboot.

Although SQL commands are almost the same between servers, there can
be some differences. The main difference is the type of the date time field.
This is important when transferring SQL journal files between different
SQL servers.

FMS uses memory mapped files. It is possible for some archiving programs
to interfere with these files by locking them. This in turn can cause FMS to
fail. Therefore, it is recommended that FMS is disabled/stopped during
archiving.

Options for Archiving

FMS provides various facilities for archiving results in a useful form. The
options are listed below.

SQL Journal Files

The SQL database can be enabled to write a copy of
the SQL commands to file on a one file per day basis.

The directory for storing these files can be on a
network server. As these are daily files there is no
issue with respect to archiving these files while the
system is running.

Using Old Data

Data that is considered no longer required can be
archived and removed from the database. This is a
SQL server dependent process.

If archived data is needed, it is best to restore it to a
separate computer. If the node configuration from the
original system is renamed appropriately (for
example, “Node01” might be renamed

“Node01Archive”) and all units disabled in the

configuration, it is then possible to create a node that
has only the archived data and does not collect any
data. All the reporting functions will work as expected.

The local node configuration will also need to be
altered to match the different database.

3–4 FMS Software User’s Manual

PC Maintenance

Many apparent software problems are caused by faults in the hardware. The
most common of these are:

CMOS Battery
Exhaustion

This causes the PC's clock to behave erratically and can

cause other “strange” behaviors. It is recommended that

the CMOS battery be replaced every year. FMS will reset
automatically if the clock changes time by more than 1
minute or less than zero.

RAM

Faulty RAM causes programs to crash. It requires only
one cell to fail (in billions) to make a program crash. A
typical symptom of this problem is where an application
fails when a particular function is called and the problem
cannot be reproduced elsewhere and it disappears when
the RAM is replaced.

Daylight Saving s Time

Daylight Savings Time adjustments are often made twice per year. This
usually involves advancing the clock by one hour in the Spring and reversing
the clock by one hour in the Fall.

This can cause problems when recording results, such as, during the Spring
change there appears to be an hour's worth of data missing and in the Fall
the values for one hour have multiple readings, unless the database is time
zone aware.

It is suggested that automatic Daylight Savings adjustments are disabled
and that they are manually applied when necessary. Monitoring should be
stopped before the clock change and restarted after the clock change.

FMS will automatically stop and restart monitoring if any date changes are
detected or time changes of greater than one minute. Under Microsoft®
Windows®, the act of opening the calendar can immediately change the time
which can in turn cause FMS to stop and start.

System Maintenance 3–5

21 CFR Part 11 Compli a n ce

FMS was developed with 21 CFR Part 11 (21 CFR 11) in mind. 21 CFR 11 is
a set of United States of America Federal Regulations that cover the security
of digital records. This feature is enabled when FMS is installed in Pharma
mode.

The key concepts behind these regulations are non-repudiation and data
security. That is, with a compliant system it is difficult to claim that a record
was falsified and that any data records be difficult to modify without detection
and that the data be readable over a long period of time.

Software by itself cannot be 21 CFR Part 11 compliant, as it is whole
systems that include equipment, people, and company structures that are
involved in compliance.

FMS has the following features that can be enabled to assist an end user to
comply with 21 CFR 11:

• A username and password are required for access to FMS applications.

• Passwords can be aged so they must be renewed at a selected interval.

• Users can be restricted to the functions they have access to.

• After a period of inactivity users can be logged off automatically.

• Terminals can be locked after a selected number of failed logins.

• Auditing can be enabled to log every user action that changes a

configuration. The audit trail includes the item changed, the nature of the
change, the full user description of the user who made the change and
the user ID of the person making the change.

• Before any change to a configuration is allowed the user's password and

a comment can be required.

• User actions (e.g., alarm acknowledgement) require the user's password

and are logged with the user's description and user's ID.

• When saving a configuration, the configuration is saved under the given

name as well as under the given name plus the date and time. That is a
time stamped archive copy of a configuration is made every time a
configuration is saved.

• When auditing is enabled the new and previous values of any changed

attribute is recorded.

• SQL Servers can be made secure and use encryption.

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4-1

C H A P T E R 4

FMS Client

The FMS Client application includes facilities to view, configure, and to
control monitoring systems. A client can access many monitoring systems at
a time. When the client application starts, all accessible monitoring systems
are detected and displayed in the Node tab. The client application uses
loadable modules to perform various functions.

Help

There are several layers of help available as listed in this section.

Fly By Hints

Fly By Hints are short prompts that are displayed by putting the mouse
cursor over an item. These usually briefly describe what the item is for and
does. Almost all items have a Fly By Hint.

On-line Manual

This manual is available on-line and can be viewed by selecting the Help
menu item.

Clicking on the Help button will open the help display.

4–2 FMS Software User’s Manual

Color and Icon Codi n g

A color coding is used to show the alarm state of items on the system.
Usually an icon is displayed on the left-hand side to symbolize the alarm
state. The color coding is listed in the table below.

Icon

Text Color

Meaning

White

Indicates an idle state. This means that the system
is waiting for the first data to be received after
starting. This can also mean there is a problem if
an item remains white for a long period of time.

Green

Indicates an item is OK. The currently measured
values are not outside any alarm or warning limits
and any associated equipment has not failed.

Yellow

Indicates the item is in a warning state.

Red

Indicates the item is in an alarm state. Usually
when a sample point enters an alarm state, it
requires acknowledgement. The item will be shown
in cyan until the alarm is acknowledged. The icon
associated with the item changes to reflect the
current alarm state of the item.

D A R K
B L U E

Marks that an item has failed. Usually there will be
some Notes to indicate the reason for the failure.

Using the Client Displa y

The client display is divided into several parts:

1. A menu bar at the top.

2. A tool bar that offers most of the options of the menu.

3. A tab control that shows each detected monitoring system. The tab
headings show the current state of each node.

4. Tables of sample points and alarm groups on the last selected node.
The table cells are color coded to show the alarm state of the sample
points.

5. A list of units belonging to the currently selected node. The list is color
coded to show the alarm state of the unit.

6. A window display for a list of color-coded messages.

The monitoring nodes can be selected and viewed by clicking on the
appropriate tab. Please note: only one of these items can be viewed at any
one time.

FMS Client 4–3

Menus

Client

Menu Item

Description

Login/Logout

Quickly login in and logout of the client.

Client Options

This item allows the local configuration for the client to be
set up.

Change Password

Allows the password of the current user to be changed.
The new password must be more than five characters, it

must also be the same in the New and Confirm password
fields before it can be accepted. The current password is
also required.

User Log

Allows general comments to be made into the event log to
record observations or comments. The currently logged in
username is added to the message.

E-mail

Opens a simple e-mail client to send short e-mail
messages to one of a restricted set of recipients. This is
intended as an alternative to the user log entry function
where users want to record general events or Notes.
E-mailing is enabled in the local Options.

Refresh

Updates the node list to reflect current connected nodes.
Nodes are only removed from the list if they have been
inactive for > 1 min.

Exit

This menu option is only enabled for users with Exit
privilege. When selected and confirmed, the client interface
is closed. This may cause an operating system level logout
or restart.

Node

Menu Item

Description

View

View Status, Maps, and Graphs associated with each
monitoring node.

Report

Access all functions related to report, including generating,
saving, and exporting reports.

Control

Gives access to control monitoring nodes, including unit
recipe, sample point recipe, and control of current node.

Configure

Gives access to configure each node.

Windows

Menu Item

Description

Units

Display the status of the units associated with the currently
selected node.

Statistics

Displays all the statistics associated with sample, tag,
alarm limits, SPC Status, and SPC limits.

Alarm Groups

Displays the status of the alarm groups.

4–4 FMS Software User’s Manual

Help

Menu Item

Description

Help

Opens the on-line manual at the index page.

About FMS

Displays the client software copyright, version, and build
date information.

Toolbar

The toolbar options are similar to those given in the menu with the following
additions. Where the icon on the toolbar is the same as in the menu, the
function is the same.

Icon

Icon Name

Description

Login/Logout

Quickly login/out of Client.

User Log

Enter user log.

E-mail

Access e-mail functions.

Client Options

Configure client options.

Refresh

Refresh current status of the node.

Report

Set up and configure reports.

Control

Control each node.

Configuration

Configure each node.

View Status

View status view for each node.

View Map

View map view for each node.

View Graph

View graph view for each node.

View AAS Status

Show AAS status view for each node..

Output Control

View Digital Output Control for each node.

Batch Manager

View Batch Manager for each node.

View Units

View current status of all units connected to the
selected monitoring node.

View Statistics

View statistics of selected sample points.

FMS Client 4–5

Icon

Icon Name

Description

View Alarm Group

View the alarm group status of current node.

Sample Status View

This pane shows all the sample points associated with the selected Node.
This list is color coded to show the current alarm state of the sample points.

The name, state, and current reading of each sample point are displayed.

Message

This pane displays the last 250 messages from all accessible nodes. The
messages are color coded for the type of message.

The Node column identifies the sample point node. Date/Time is the time
stamp for the message. The Source column identifies the origin of the
message—this can be a sample point, node, unit or some other item. The
Type is the alarm state of the message. The Message field the
message text.

Status Bar

The status bar shows the most recent message from the FMS software.

4–6 FMS Software User’s Manual

Logging into FMS

Logging on to FMS
requires a valid
user account for the
FMS system being
used.

Each user for a particular FMS system has privileges to perform various
functions. Users can be assigned permission to change the configuration,
other users can be allowed to acknowledge alarms or make reports.

Password Aging

If password aging is enabled and after the given number of days have
elapsed, the user will be asked to change their password using the change
password dialog.

Configuring the Clie n t

To configure a client system, a valid username and password for the FMS
system in question must be used. To access the configuration facilities it is
necessary to log onto the computer. Select Client -> Client Options or click
the Client Options button on the tool bar.