TSI FMS Software User Manual

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FMS SOFTWARE

VERSION 5

USER MANUAL

P/N 6002773, REVISION Q

OCTOBER 2020

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

Address

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

E-mail Address

answers@tsi.com

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 (651) 490-2860 (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

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.

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.

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.

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.

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.

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: (651) 490-3824 Telephone: 1-800-680-1220 (USA) or (651) 490-2860 E-mail: technical.services@tsi.com

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: (651) 490-3824 E-mail Address: answers@tsi.com

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.

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Glossary

FMS

Facility Monitoring System

FMS

Software of Facility Monitoring Systems Limited

Functional Specification

GAMP

Good Automated Manufacturing Practice

ISPE

International Society for Pharmaceutical Engineering

Installation Qualification

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.

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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.

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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.

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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

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.

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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

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.

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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.

FMS Client 4–7

Identification

Client Name

Title used as the caption of the user interface.

License Key

License key issued. This controls the number of sample points that can be accessed. When a license expires, a reminder is displayed. If more than one client tries to use the same license key, these clients are disabled. License keys are FMS minor version specific. i.e., a license key that was generated for FMS 5.2.0 will only work with FMS

5.2.x systems. License keys that were generated prior to

FMS 5.2.0’s release are valid for all FMS 5.0.x versions

and FMS 5.1.x.

Broadcast Port

The port to be used for Client broadcasts.

Broadcast Using

The network interface to be used for Client broadcasts.

Multicast IP Address

The IP address to be used for multicast network. Multicast Port

The port to be used for multicast network.

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Audit Logging

This option configures the node that Audit log messages will be logged in and the text to be displayed as the source of audit log entries originating from the Client. If users are required to enter comments when changing configuration, the option exists in the Node security settings.

FMS Client 4–9

Modules

This page selects which of the loadable extension modules are to be used by the client. This feature is used to enable or disable blocks of features.

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FMS Components Information

This page displays a printable table of the version numbers and builds dates of the components of the FMS software.

(screen for reference only)

FMS Client 4–11

Remote Monitors

This page allows the user to define remote monitoring tasks not on the local network that the Client is to connect to. The IP address and request port of the remote monitor must be specified.

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Required Monitors

This page allows the user to define monitoring tasks that are to be displayed by this Client. If a required monitor is not present, a failure condition will be triggered.

If no required monitors are specified, all detected monitors will be displayed.

FMS Client 4–13

Display Monitor Messages

The messages window will display messages from the Monitors that are checked in this window. By default, all Monitors are checked.

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User Settings

This page selects the Language option and the Date Format option. The Font Type and Size options can be selected for the main application and for the status tables.

FMS Client 4–15

Color Settings

This page configures the colors associated with each state of the sample points. Alarm recovery messages are by default shown as Alarm notifications, select the option Show recovery messages as Ok to show these message types as OK in the Messages window.

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Sound Settings

This page configures the sounds played on a local computer when a node is not in an OK state. The sound played is that for the highest alarm state of all the detected monitoring systems. Select a sound to play and set the corresponding checkbox. Click the Play button on the far right of the filename to test a sound. Sounds are played about every 10 seconds. For this reason any sound should be less than 10 seconds in duration.

FMS Client 4–17

Auto Login Settings

This page sets the auto login username and password for the Client and the preferred node to be displayed on startup.

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Report Settings

This page sets the scheduled report username. Scheduled reports will be generated according to the set schedule.

This page also sets the location where generated reports will be saved. If Shared report location is checked, reports generated by all users will be saved in the folders specified in the Reports and Scheduled Reports fields. If not checked, reports will be saved for each user in the Users folder.

Selecting the option Save in Year folder will result in reports being saved in sub-folders named according to the year the report is created in e.g., “2012”.

In addition, this page also configures viewing a report in an external PDF viewer such as Adobe® Reader®.

The “Locate Adobe Reader” button will attempt to automatically locate the installed Adobe Reader software.

FMS Client 4–19

If the “Locate Adobe Reader” fails to find Adobe® Reader®, or you want to use a different program, select the “…” button which will open a file browser, and browse to the executable file of the program that you want to open PDF reports.

After selecting Open, the text field will automatically populate with the selected file path.

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Map Settings

This page sets the map options that will be used for the map display for this Client.

FMS Client 4–21

Status Settings

It is possible to configure Status Settings so warning messages are not displayed in the Status Bar.

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E-mail Settings

It is possible to configure E-mail Outputs such that an e-mail is sent when an alarm group enters a particular state, for example if it starts alarming.

This page sets the e-mail SMTP server, the e-mail address of sender, and the list of e-mail recipients. The E-mail Output configuration options are as follows:

E-mail Option

Description

SMTP Server Name

Address of the server which will handle the e-mail.

Default Port

Use the default port for the SMTP Server.

SMTP Port

The port to use for the SMTP Server.

Authentication

Enable authentication for e-mail.

User Name

The user name to use to authenticate the e-mail.

Password

The user password to use to authenticate the e-mail.

Sender’s E-mail Address

Originator's e-mail address used to identify where the e-mail came from.

SSL/TLS

Enable SSL/TLS..

Recipient E-mail Address Book

Permitted e-mail addresses to which e-mail alerts can be sent.

5-1

C H A P T E R 5

Using FMS Client

FMS 5 allows software installation in standard mode. In this mode, the client will be very flexible. Multiple status, graph, and report windows can be created. Multiple map windows to monitor the status of sample points can also be created. FMS software also allows current settings to be saved and loaded later. Use File -> New or click the button to create a new window after the FMS software starts.

NOTE: This option is not available in Pharma mode.

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Create Status Window

To create a new Status window, use File -> New or click on the button.

Select Status from the Window Type list then select the node for which the status will be displayed. Click Next.

Using FMS Client 5–3

In Table format, status will be displayed as table shown below. Alarm groups can be included in Table format.

In List format, status will be displayed as list shown below. The list can be sorted by data types. Alarm groups cannot be included in List format.

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Then the sample points to be shown on the Status window should be selected. Click Next to go to the next step.

An optional “Additional Title Text” can be added to identify each Status Window. Multiple Status windows can be created and displayed at the same time.

Using FMS Client 5–5

Create Units Window

To create a new Units window, use File -> New or click on the button.

Select Units from the Window Type list then select the node for which the units will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify each Units Window. Multiple Units windows can be created and displayed at the same time.

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Create Graph Window

To create a new Graph window, use File -> New or click on the button.

Select Graph from the Window Type list then select the node for which the graph will be displayed. Click Next.

Using FMS Client 5–7

Now the sample points to be shown on the Graph window should be selected. Click Next to go to the next step.

Graph options allow selection of the start and end time for graph display. It also allows configuring the graph as dynamic or using log scales, static or dynamic rolling graph. A dynamic rolling graph will maintain the previous amount of specified time on the graph. For example, a 1-hour dynamic rolling graph will maintain the previous 1 hour of data on the graph relative to the current time.

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A graph can also be initially created with certain channels and limit lines enabled or disabled. By default all channels and limit lines are enabled. If a channel is disabled, all associated limit lines will automatically be disabled as well.

An optional “Additional Title Text” can be entered to help identify the graph display.

Using FMS Client 5–9

Create Message Window

To create a new Message window, use File -> New or click on the button. It is only possible to open one Message window at any time.

Select Messages from the Window Type list. Click Next.

An optional “Additional Title Text” can be added to identify the Messages Window.

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Create Map Window

To create a new Map window, use File -> New or click on the button.

Select Map from the Window Type list then select the node for which the map will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify each Map window. Multiple Map windows can be created and displayed at the same time.

Using FMS Client 5–11

Create Report Window

To create a new Report window, use File -> New or click on the button.

Select Report from the Window Type list then select the node for which the report will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify each Report window. Multiple Report windows can be created and displayed at the same time.

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Create Configure Window

To create a new Configure window, use File -> New or click on the button. It is only possible to open one Configure window at any time.

Select Configure from the Window Type list then select the node for which the configuration will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify the Configure Window.

Using FMS Client 5–13

Create Control Window

To create a new Control window, use File -> New or click on the button.

Select Control from the Window Type list then select the node for which the controls will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify the Control window.

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Create Output C ontrol Window

To create a new Output Control window, use File -> New or click on the

button.

Select Output Control from the Window Type list then select the node for which the output controls will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify the Output Control window.

Using FMS Client 5–15

Create Batch Manager W i n d o w

To create a new Batch Manager window, use File -> New or click on the

button.

Select Batch Manager from the Window Type list then select the node for which the output controls will be displayed. Click Next.

An optional “Additional Title Text” can be added to identify the Control window.

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6-1

C H A P T E R 6

Configure and View Monitoring Node

To configure a monitoring system the user must have a valid username and password for the node in question and have permission to configure that node. To access the configuration facilities it is necessary to log into the node and select the Node -> Configure menu option.

Configure Node

Only users with appropriate permissions can configure the FMS system for the node to be configured. It is possible for different clients to try and edit a given monitoring system's node at the same time. For this reason, it is preferable to have only one user with configure permission per monitoring system.

To configure a particular monitoring system, select the monitoring system in the node tab and select Node -> Configure from the menu; or select the node in the node tab and click on the button on the tool bar.

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Monitor Details Page

This page displays the current settings of the monitor. The current configuration can be exported to a file. Connected Ethernet-to-Serial converters can also be searched for.

Monitor Summary -> Configure Devices

This page displays the current configured units, sample points and digital outputs.

Configure and View Monitoring Node 6–3

Monitor Summary -> Configure Devices -> AeroTrak+ Devices

This page manages the AeroTrak®+ device configurations. If configuring an AeroTrak®+ Remote Particle Counter please follow technical note TCC-165. If configuring an AeroTrak®+ Active Air Sampler please follow technical note TCC-187.

Monitor Summary -> Configure Devices -> Communication

FMS uses Communication Channels to communicate with equipment. There are two types of communication channel Ethernet using TCP/IP and serial port. Usually the Ethernet communication is to an Ethernet-to-serialconverter.

This page displays the current configured communication interfaces. An existing communication interface can be configured or create a new communication interface. To configure an existing interface, right mouse

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click on the selected communication and select Properties from the pop-up menu.

To create a new communication, right mouse click on the blank area, select

New Communication Channel from the pop-up menu.

Field

Description

Name

Free text description of the channel.

Packet Driver

Enables selection of the preferred packet driver mode.

Ethernet Communications

In the case of Ethernet serial ports the port configuration is done using a Web Browser or Telnet interface. Ethernet devices have the advantage in that they can be independent of the computer the monitoring task is running.

Field

Description

IP Address

IP address of the unit. This will often be a fixed IP address but can be a host name (e.g., serial factory) if DHCP is used to set up network addresses.

IMPORTANT: Do not use any leading zeroes in the IP Address as this will not work with FMS, i.e., do not use

192.168.044.56, instead use 192.168.44.56.

Port Number

TCP port to connect to. Refer to the Ethernet device's documentation for full details.

Configure and View Monitoring Node 6–5

Serial Communications

This sets up the serial ports for the computer on which the monitoring system is running.

Item

Description

Name

Selects the serial port to use.

Packet Driver

Enables selection of the preferred packet driver mode.

Baud Rate

Selects the speed at which the interface is to run.

Data

Number of data bits in the serial byte. Usually this is 8.

Stop

Number of stop bits. This is usually 1.

Parity

Selects the parity bit. This is usually None.

Flow Control

Selects the type of flow control used for controlling data transmission. Usually this is None, but can be Hardware (for RTS/CTS/DTR) or Xon/Xoff.

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Monitor Summary -> Configure Devices -> Units

This page displays the current configured Units. An existing Unit can be configured or a new Unit created. To configure an existing Unit, right mouse click on the selected Unit and select Properties from the pop-up menu.

To create a new Unit, right mouse click on the blank area, select New Unit from the pop-up menu.

Configure and View Monitoring Node 6–7

Monitor Summary -> Configure Devices -> Digital Outputs

A Digital Output is an abstraction of an output from a unit that can be on or off. Relay outputs, that in turn control alarm beacons, is a common example.

This page displays the current configured digital output. An existing Digital Output can be configured or a new Digital Output created. To configure an existing Digital Output, right mouse click on the selected Digital Output, and select Properties from the pop-up menu.

To create a new digital output, right mouse click on the blank area, select New Digital Output from the pop-up menu.

The Digital Output forms allow mapping an alarm group to a selected unit's digital output. The device driver for the unit supplies the list of possible digital outputs.

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The recipe independent part of the digital output configuration has the following fields:

Field

Description

Alarm Group

Selects the alarm group that controls the digital output.

Alarm State

Sets the test used to determine if a digital output is on or off. An output is on if the expression is true; otherwise, it is off. The first field is a comparison operator (<,>, =, <>), the second field is the alarm level to compare against. The resulting expression, <alarmgroup state> <comparison operator > <alarm level> is evaluated every time the alarm group is updated, and the digital output updated according to the result.

Allow Control and Scheduling

When set the digital output can be controlled and scheduled from the Client.

Enabled

When set the output is active and the output follows the configured relationship with the alarm group. If not, it remains at the default state.

Retrigger

When set the Digital Output will force the output to refresh even if no changes have occurred. This is useful where manual silencing of alarms may be used.

Monitor Summary -> Configure Devices -> Sample Points

Sample Points represent measured values from units.

This page displays the current configured Sample Points. An existing Sample Point can be configured or a new Sample Point created. To configure an existing Sample Point, right mouse click on the selected Sample Point and select Properties from the pop-up menu.

Configure and View Monitoring Node 6–9

Field

Description

Sample Point Name

Free text description of the sample point.

Unit

Unit associated with the sample point.

Data Type

Identifies the class of measurement. Units can often measure several types of data; for example, particle counts, environmental parameters, and instrument status.

Display Units

Free text field that allows the physical units to be set for display purposes.

Input Index

Selects the channel of a particular sample point type that is mapped to the sample point. Only the available input indices are given as choices.

Decimal Places

Selects decimal places for displaying the sample points.

Recipe

The recipe for which sample point properties are displayed.

Comments

Free text that will be displayed with the sample point name in reports and Inspect windows.

Additional Comments

Free text that will be displayed with the sample point name in reports.

Use Log Graph Scales

When set, graphical displays will use log scales when displaying any data from this sample point. Usually this is set when the data is from particle counters where the range of values is very large.

Calculate MKT

Select if the option to calculate mean kinetic temperature for reports, is required for a sample point.

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The SPC tab specifies the SPC alarm limits and the control limits. The Alarm limit and Mean Crowding limit only have effect if valid control limits are defined. SPC alarms are not always appropriate.

The Recipe tab allows selection of the Preferred Tag which is a hint for some displays to show values for this tag before others.

Configure and View Monitoring Node 6–11

Field

Description

Enabled

When checked, the sample point is enabled and data collected for the sample point is updated and processed. If a sample point is not enabled, data will still be collected for it, but not updated or processed.

Fileable

When checked, the collected data is stored in the database, providing the sample point is also enabled. This is usually checked. However, there are cases where measured data is only for information or diagnostic purposes and not required as a part of any permanent record.

Re-triggerable Alarms

When checked, an alarm event is generated for each measurement that is in alarm. When it is clear, an alarm event is generated only when a sample point enters an alarm state. This affects the setting of the acknowledgment required flag. If this flag is set, the acknowledgment required flag gets set with each value in an alarm state.

Hide

When checked, the sample point will not be displayed in Status displays.

Disable Acknowledge

When checked, the alarm start will not be acknowledgeable.

Alarm Threshold

Number of consecutive values that are outside the alarm limits that must be measured before the sample point goes in to alarm. Until the alarm threshold is exceeded, the sample point is put into a warning state. This feature is useful for measurements which can have brief periods of being in alarm in normal use (such as differential pressure sensors) and so these nuisance alarms can be suppressed.

Sample Period

Sets the sample period in number of seconds. This field is only enabled when relevant.

Preferred Tag

Sets the preferred tag for the sample point.

Enable Buffer Download

When checked, FMS will perform buffer download as needed for the unit related to the sample points. Buffer size will define data points read from unit buffer.

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Field

Description

Alarm Limits

Table of alarm and warning thresholds for each of the possible sample point values tags. To enable a warning or alarm threshold, set the check to the right of the limit and then enter the threshold value.

The Driver tab allows selection of options that are specific to the type of Unit for the sample point.

The Driver Recipe tab allows selection of options that are specific to the type of Unit for the sample point and that can vary dependent on which Recipe is in use.

Configure and View Monitoring Node 6–13

Monitor Summary -> Configure Devices -> Alarm Groups

Alarm groups are collections of sample points and other alarm groups. The alarm state of an alarm group is the highest alarm state of any of the members. Alarm groups are useful for managing alarm enunciation and controlling events.

This dialog displays the current set alarm groups. An existing alarm group can be configured or create a new alarm group. To configure an existing alarm, right mouse click on the selected alarm, and then select the properties option from the pop-up menu.

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Use this screen to choose to enable or disable an alarm group. To create a new alarm group, right mouse click on the blank area and then select New Alarm Group from the pop-up menu.

Alarm Groups have the following recipe independent parts:

Part

Description

Comments

A free text description of the alarm group that appears in the alarm group display.

Sample Point List

Lists all sample points for the monitoring node. To include a sample point in the alarm group set the checkbox next to it. To remove a sample point from the alarm group clear the checkbox. Any one sample point can belong to any number of alarm groups.

Alarm Group List

A list of all alarm groups at the monitoring node. To include another alarm group in an alarm group, set the check next to it. To remove the alarm group, clear the check next to it. An alarm group can belong to any number of other alarm groups on the same node. It should be noted that cyclic dependencies (where an include alarm group depends on the alarm group that it is being included in) are not detected and although this will not cause any failures, the alarm group will remain at whatever the highest alarm state becomes.

Message Type

List of messages associated with the driver type of the selected Sample Point.

Enable Acknowledge

Require acknowledgement of the corresponding driver message.

Enable

This checkbox is recipe dependent. So it is possible to have alarm groups active only when certain recipes are enabled globally.

Visible

When this checkbox is set, the alarm group will appear on the Alarm Group Status display. This is a hint to other modules that the alarm group can be displayed.

Configure and View Monitoring Node 6–15

Monitor Summary -> Configure Devices -> Recipes

This page displays the current configured Recipes. An existing Recipe can be configured or a new Recipe created. To configure an existing Recipe, right mouse click on the selected Unit and select Properties from the pop-up menu.

Monitor Summary -> Configure Devices -> Actions

An Action is a task that is triggered by either a timed event or a change of sample point state.

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This page displays the current configured Actions. An existing Action can be configured or a new action created. To configure an existing Action, right mouse click on the selected Action and select Properties from the pop-up menu.

State Trigger Action

Configure and View Monitoring Node 6–17

Timed Trigger Action

Field

Description

Name

The name of the action.

Sample points (State trigger only)

The Sample Points that can trigger the action.

Trigger (State trigger only)

The sample point event that will trigger the action. Options are Alarm or (value) Update.

Scheduled time (Timed trigger only)

The time at which the action is to be executed.

Notes

Free text field for configuration notes.

Log when triggered

When checked, the action will be logged in the event log when triggered.

Enabled

When checked the Action is enabled and can be triggered.

Action

The command to be run when the action is triggered, e.g., notepad.exe "C:\FMS5\Actions\Alarm.txt".

Substitute values

When checked fields in the Action will be replaced by actual values when the Action is triggered.

Select to see a table of options available for command line substitution.

Action command line substitution options

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Monitor Summary-> Configure Devices -> System Settings

This page allows setting general system settings.

Field

Description

Reset at Midnight

When selected the statistics displayed in statistics windows will be zeroed at midnight.

Acknowledgement Reasons

Enter a set of standard reasons that can be selected when acknowledging alarms.

Configure and View Monitoring Node 6–19

Monitor Settings

This page allows setting general settings related to the monitor.

Field

Description

Monitor Identification

Allows entering the name of the monitor node and the license key associated with the monitor node.

Monitor Language Settings

Allows configuring the language option of the monitor and text read orientation of the monitor.

Monitor Traffic Settings

Sets the port number to be used by the client and monitoring systems to broadcast messages to all other monitoring systems and clients. This must be the same for all members of a networked monitoring system; otherwise, not all members of the monitoring network will be detected. It is possible to have more than one network of monitoring systems sharing the same LAN, using different broadcast addresses to operate completely separate from one another. Where no hardware supporting UDP broadcasts are available, both the client and monitoring system must be started with the local flag.

General

Allows setting a scheduled reboot time for the monitor and SQL archive option.

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Buddy Settings

This page is used to set up a buddy system. A monitor can “watch” up to three monitoring nodes and start a buddy monitor in case of failure of any of the watched nodes. For each monitor that is being watched, the command line to be used to start the buddy when a monitor fails must be specified.

The Buddy Behavior field Take Over After must be populated only for the watching monitor to monitor how long a watched node must be inactive before the buddy command line is executed.

The Buddy Behavior field Exit if Node Active must be populated only for the buddy to specify the conditions that will cause it to exit. It must not be populated for the watching monitor.

Configure and View Monitoring Node 6–21

Database

This page sets database configurations.

Field

Description

Database Type

Sets the type of database used by the monitor.

Server Address and Port

Sets the server address and port for the database.

Database Name

Sets the name of the database used by the monitor.

Test Connection

Allows testing database connection based on current settings.

Client User and Password

Sets the Client username and password for database access. Users must have read and write permissions.

Node User and Password

Sets the node username and password for database access. Users must have read, write, and create permissions.

Mirror Database

This page sets the mirror database setting for the monitor node.

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Reporting Settings

This page sets the report setting for the monitor node.

This page is used to determine whether all users share the same set of report templates or if each user has access only to the reports that the user has configured.

Field

Description

Shared report templates

Select this option if all users are to share report templates.

Location

The location on the monitoring computer where the report templates are to be held.

Use unique ID

Select if a unique 6 digit ID is to be displayed in the report footer for each generated report. IDs are sequential.

ID prefix

Specify a prefix to precede the ID if required.

Configure and View Monitoring Node 6–23

OPC UA Settings

This page is used to change OPC UA Server settings. Please follow technical note, TCC-156 for configuring the OPC UA Server in FMS.

Security Page

This page sets the security related options.

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Field

Description

Enable As Password Server

Enables the monitor to be the password server.

Comments required for changes

When checked, comments are required to be entered when changes are made to the configuration.

Maximum Idle Time

Client will automatically log the user out of the client application when no keyboard or mouse activity has been detected for the given number of minutes.

Password Duration

When checked, all passwords are required to be changed if they are older than the given number of days. This is a useful security feature as it prevents discovered passwords being used for too long. However, if passwords have to be changed too often, users can use simple formulae to set their passwords or switch between two or three favorites. This also sets if the last password is allowed.

Failed User logins allowed

Sets maximum attempts for user login. The Client will be locked after the maximum failed attempts have been reached.

NOTE: If Failed Client logins allowed is enabled, failed

User logins allowed must be less than failed Client logins allowed.

Failed Client logins allowed

Sets maximum attempts for Client login. The Client will be locked after the maximum failed attempts have been reached.

NOTE: If Failed User logins allowed is enabled, failed

Client logins allowed must be greater than failed User logins allowed.

Unlock Client

Becomes enabled if a user attempts to login and fails for the given number of times causing the client interface to lock. The system administrator is required to unlock it.

Configure and View Monitoring Node 6–25

User Group

This page displays the current configured User Groups. The table contains

an overview of each User Group’s parent category. The User Group will

have full privilege if the column displays “Yes” and no privilege if the column displays “No”. If the column displays “Partial”, check the User Group’s properties to see which sub-categories the User Group has access to.

An existing User Group can be configured or a new User Group created. To configure an existing User Group, right mouse click on the selected User Group and select Properties from the pop-up menu. To create a new User Group, right mouse click on the blank area and select New User Group from the pop-up menu.

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User Privileges

This is the initial window when configuring a User Group, the list of categories are the parent categories. A check indicates the User Group has full privileges to the parent category and all sub-categories, no check indicates the User Group has no privilege to the parent or any sub-category. If the check box is partially checked (Reports in the graph) means at least one but not all sub-categories are checked.

When the mouse is hovered over a category, the text will be bolded and font size slightly increased if the category has a sub-category. Click the text to display the sub-category. This applies to parent categories as well as sub-categories (some sub-categories have sub-categories).

Configure and View Monitoring Node 6–27

Before any actions are taken, FMS will request a username and password and will check if the user is allowed to perform the action before proceeding.

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This page displays the current configured Users. An existing User can be configured or a new User created.

To configure an existing User, right mouse click on the selected User and select Properties from the pop-up menu.

To create a new User, right mouse click on the blank area and select New User from the pop-up menu.

Configure and View Monitoring Node 6–29

Viewing a Monit o r ing Node

To view a particular monitoring system, select the node in the tab controls. The software will display all the samples points, alarm group, and statistics associated with the node. View -> Status, Map, Graph and AAS Status can also be selected.

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View Status

Inspect

This opens an inspection window. An inspection window is a real-time display of the current status of a sample point, plus a graphical and tabular display of historic data. The table and graph are updated as new values are collected.

Inspection windows display up to the approximately last 3000 points (about two day's data at one sample value per minute). After this limit has been reached, the oldest data is discarded.

If the Ack option is enabled for the current user, any alarms for the selected sample point can be acknowledged as described in the following sections.

If the Data Entry option is enabled for the current user, data can be manually inserted for the selected sample point by selecting Input.

Configure and View Monitoring Node 6–31

Sample Point Inspection Windows

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Item

Description

Print Table

Visible part of the table is printed.

Print Graph

Graph is printed.

Print Current Statistics

Current sample point statistics are printed.

Inspection window is closed.

Alarm Group Inspection Windows

The Status and Floor Plan displays allow alarm groups to be included. Clicking on an alarm group item opens an Alarm Group Inspection window. This lists the members of the alarm group.

Clicking on an alarm group member makes that sample point the current sample point. Clicking on a sample point, then pressing the inspect button opens the inspect menu (described elsewhere).

The alarm group inspection window is closed by clicking on the close button.

Configure and View Monitoring Node 6–33

Manual Data Entry

The Manual Data Entry feature allows entering data to the database with a timestamp. The Manual data entry dialog is available by right-clicking on a sample point in the node status page. User verification is required before the data is added to the database,

and only users who have appropriate permissions will have access to this functionality.

Data entered in this way will be commented to indicate the source of the data as illustrated below.

Acknowledge Alarms

The order of the alarms listed can be changed by clicking on the header of any column.

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The alarm list dialog allows the following options:

Icon

Option Name

Description

Ack. Selected

Alarms can be selected for acknowledgement by clicking on the corresponding row number to the left of the table.

Ack. All for Sample Point

All alarms in the list are acknowledged.

Ack. All Pending

All pending alarms for the selected node are acknowledged.

When acknowledging alarms the following dialog is displayed:

Field

Description

Reason

Allows a free text entry in the alarm log to be made to explain the alarm event. The current user's password is required before the alarm can be acknowledged.

Preconfigured reasons can be selected if these have been entered in System Settings in the configuration.

User

Name of the user that acknowledges the alarm.

Password

Password for the user.

Configure and View Monitoring Node 6–35

View Statistics

The display area has a choice of displays such as maps, status, and alarm groups. Facilities such as report generators can be present. These facilities are provided by the various extension modules that can be selected. Modules are described later in this manual.

Most display windows show sample points. Left-clicking on a sample point causes the Sample Point Status display to show the current values for that sample point. Rightclicking on a sample point shows the inspect menu described previously plus an option to acknowledge any alarms also as described in a previous section.

Sample Point Status

The Sample Point Status pane shows the current status of the last selected sample point, the current values, and alarm limits of that sample point. The panes are color-coded to show the current alarm state of the sample point. The alarm acknowledgment state of the sample point is not color coded in this display.

The SPC status panes show three common SPC statistics as shown in the table below.

SPC Statistic

Description

Mean Crowding

Number of consecutive readings that are between the upper and lower control limits.

Alarm Number

Number of consecutive readings that lie outside the control limits.

Trend Number

Number of consecutive readings that are increasing or decreasing.

These statistics can be used to predict alarm states before they arise. An understanding of the process being monitored is necessary to know if SPC alarms are useful.

This shows the configurable items. Clicking on an item displays the associated configuration form on the right. Double-clicking on an item will show any minor items. Double-clicking again will hide any minor items. As an item is selected, the data for the item is displayed in the configuration form.

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Map

The Floor Plan display can display a room/building layout designed by using a layout designed with the Map Editor and an optional background bitmap.

The maps and backgrounds are downloaded from the monitoring node as needed. The default map for a monitoring node must have the same name as the monitoring node e.g., Node1.xml for the node Node1.

These maps and backgrounds must be placed in the FMS Maps directory on the monitoring node's system.

A background bitmap can be included too. These backgrounds must be JPEG files (ending with .jpg). The naming rules are the same as the floor plan design files.

A background bitmap should be added to the FMS maps directory. This background must be a JPEG file (ending with .jpg). If additional maps are required, the bitmaps should be added to the FMS maps directory and should be named as the user’s preference.

When a map is edited and saved, an Xml file for the map configuration will be created in the FMS maps directory.

Configure and View Monitoring Node 6–37

Active Icons

Icons can be static or animated. All active icons have the extension .pix. A pix file is one or more XPM files. All icons must be in the Maps directory to be recognized.

Sample point names can be displayed instead of icons if the option is selected in Client Options – Map Settings or is configured on the map when the map is set up.

Map Viewer

When selecting the Map option, the icons above are added to the main tool bar.

If a map has already been configured for the node, the map will be displayed with the configured settings. Otherwise, a blank screen will be displayed and the New Map option allows a map to be created.

Icon

Icon Name

Description

Zoom In

Zoom in to the map, each click makes the map larger.

Zoom Out

Zoom out of the map, each click makes the map smaller.

The map will never go smaller than the original size (users can only zoom out the same number of times as zoom in).

Print Map

Current map display is printed.

Edit Map

Provides Map Editing functionality.

New Map

Create a new map.

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Map Editor (Plan Editor)

The Map Editor allows the editing of simple 2-D layouts. The tool bar along the top of the displays provides the functions described in the table below.

Icon

Icon Name

Description

Open Map

Existing map display can be selected and loaded. The background bitmap is also loaded.

Save Map

Current map display is saved under the given name. When starting, the user interface loads the map named <node name>.xml.

Clear Map

Clears the current map configuration.

Map Text Options

Selects the foreground color. This is the color of any lines, rectangles, circles, and text. Selects the font for text labels.

Change Background

Allows changing the image file being used for the background.

Exit Edit

Exits Edit mode and prompts to save changes.

Right mouse click on the map to add monitoring functions onto the map.

Function

Description

Add Active Icon

Adds an active icon at the selected position. The active icon dialog is displayed to set the object's configuration.

Field

Description

Sample Point

Sets the name of the sample point to be associated with the icon displayed on the map.

Tag

Sets which value is to be displayed under the icon on the map.

Icon

Selects the icon to use to represent the sample point on the map. Icons can be static, animated, or dynamic. When set to (none) the sample point name is displayed.

Action

Selects the action to perform when the active object is clicked. When set to (none), no action is run.

TSI FMS Software User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

USER MANUAL

Manual History

Warranty/ Software License

Contents

About This Manual

Purpose

Getting Help

Submitting Comments

Glossary

Installing FMS Software and PostgreSQL® Database

SQL Servers

On-line Help

Check Free Dis k Space

Shutdown and Re b o ot

Robustness Features

Guard Service

Archiving

General Notes

Options for Archiving

PC Maintenance

Daylight Saving s Time

21 CFR Part 11 Compli a n ce

Help

Fly By Hints

On-line Manual

Color and Icon Codi n g

Using the Client Displa y

Menus

Client

Node

Windows

Help

Toolbar

Sample Status View

Message

Status Bar

Logging into FMS

Password Aging

Configuring the Clie n t

Identification

Audit Logging

Modules

FMS Components Information

Remote Monitors

Required Monitors

Display Monitor Messages

User Settings

Color Settings

Sound Settings

Auto Login Settings

Report Settings

Map Settings

Status Settings

E-mail Settings

Create Status Window

Create Units Window

Create Graph Window

Create Message Window

Create Map Window

Create Report Window

Create Configure Window

Create Control Window

Create Output C ontrol Window

Create Batch Manager W i n d o w

Configure Node

Monitor Details Page

Monitor Summary -> Configure Devices

Monitor Summary -> Configure Devices -> AeroTrak+ Devices

Monitor Summary -> Configure Devices -> Communication

Ethernet Communications

Serial Communications

Monitor Summary -> Configure Devices -> Units

Monitor Summary -> Configure Devices -> Digital Outputs

Monitor Summary -> Configure Devices -> Sample Points

Monitor Summary -> Configure Devices -> Alarm Groups

Monitor Summary -> Configure Devices -> Recipes