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Software Version 2.4 User Manual

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1. KCF C lagnostics technologies Software Version 2 4 User Manual 07 13 2015 Contents Bessi 3 PST OMe eiea E E cane sad E E anaav na E E nes ueeauuneanen aids aay pieoviaar 4 SEENEN 4 Mande INO E 5 HE eal e Eet e az ets carsonnt EEN E A EENE AEA N IA yeaa co eatin E E 6 Vugel 6 Detected NoOQCS s acsascaaectindcmaciecns cip nn n E nA r T EEEE AE E ENEO EE O 6 System Configuration EEN 7 System Edit ICON Overvieuw scsesssssssrisssrecrsiressersoseinsserrer nr sun ea Ean aE EDESA EEEE SEEN EEEE EEEN NEE ESES 8 Creating Groups and Adding Indicators 8 ASsSieniNe Eelere E ln Le Tee 9 K NT TE 10 Te WE 10 Nee ER 12 LOOP E 12 Vlait 13 EOE E E 14 DEW GE ei EE 15 EENEG 16 Selesa Rene 16 Max Average and CUNEN EE 16 ies e E geed le 16 How To Set Up Notifications And Alert 17 Notifications earner rnnr E E E O E E EAE 18 How To Acknowledge Alerts ccccccccsssseccecsesseccecsesseccesseesecceseesseceesseaeeceesaeaseeeesaeeseeeeseaaeecessuansecessaeaseeessagaeeeeees 18 EIE VI N ere E E E E E E E 19 ADOC E te 19 OP i a caer eerter E rr tree rere terr ttre rn rr E ner trent e reer Terr erent rer rrr ree rr err errr een ter 19 EE 21 Jeer 22 Eeer 23 DERE EIN EE 24 Heed UE 24 Sl UU NC EE 24 Rive 25 Logging In e You will receive an email from SmartDiagnostics to the provided email address e Inthe email there is a link to create a password for your user account Congratulations Your Smart Diagnostics account has been crea
2. and Collection Servers that make up their system account A green check mark next to each item indicates that everything is in correct working order A red exclamation mark next to any item means that item is offline or has a malfunction Manage Network Retum Network gt Manage Network Select Collection Server Collection Server Name 23 Serial Number 23 Current Software Version release 98 Last Update a few seconds ago Gi Receiver C0001031 The Manage Network page gives a more detailed breakdown of the hardware On this screen a user can see the Last Update of the Collection Server verify that a PRN is working and also make some changes to the Sensors configuration settings such as sampling frequency To begin select the appropriate Collection Server from the blue dropdown button In the Last Update field a red exclamation mark next to the Collection Server means it is currently offline while a green check mark indicates that it is online and communicating e To verify that the PRN s are working look for a green Receiver text with the PRN s serial number next to it underneath the Collection Server information e Clicking on the Receiver icon expands a list of all the Sensors that are communicating with that PRN You can click on each individual Sensor to get more information on that Sensor e Click the Return button on the top left of the screen to return to the previously selected View If
3. e For each Indicator that gets created a Sensor must be assigned to feed data to that Indicator e Click on one of the Indicators e Under Settings to the right of Sensor click on the blue underlined Click to set hyperlink This will open a pop up window to assign a particular Sensor to this Indicator Settings Units Acceleration Sensor Click to set e Inthe Sensor drop down menu choose the sensor you want to supply data to this Indicator Sensor Assignment Sensor Click to assign a sensor qQ Advanced Op No Assignment 00000E90 Vibration Y Axis 3 e Click Submit You have now assigned a Sensor to an Indicator Let s see the data e Click on the Trend view icon on the Title Bar e After afew minutes data points will show up on the trend chart e Repeat this section to set up Sensor assignments for all indicators pm 12 Bap i K b Een bai shri Now that you have created some system hierarchy some new icons will be on the Title Bar to help navigate through your System Navigating the Software EH w l Le EE AE Trend Alerts amp Network User e The first Icon starting from the left is the Systems icon This icon lets you know which System you are currently viewing and can expand to show different sub levels of the system as shown e Once you click to expand a System the second icon is the Group icon This is the group currently being viewed e The t
4. Timein Alarmi Timein Warning If OnTime If Ack HM N A F 0 0 N A N A V 0 0 N A N A 0 0 0 N A N A g 0 0 N A a month ago 0 0 0 N A 1h 12h 1d Tw 1m 6m 1y YTD Custom Selecting a Time Range e On the bottom right of the Alerts View there are also buttons to select the most recent hour 12 hours day week month 6 months year Year to Date and a Custom date field which allows the user to select specific dates These buttons will let you examine indicator data from the period of time you are interested in th 12h 1d dw 1m Dm ty YTD Custom Max Average and Current Time in Alarm Warning Status Max Avg Current The Max button displays the highest measurement taken in the selected time frame The Average button displays the average of all measurements taken in the selected time frame Finally the Current button shows Indicator status in real time e These two sections show a user the amount of time a specific indicator has exceeded the alarm or warning levels during on the time frame selected helping users to prioritize maintenance or repair activities How To Set Up Notifications And Alerts In order to send out notifications the system must first have warning and alarm levels set for indicators so that it knows when an exceedance has occurred e To begin setting up warning and alarm levels select the Edit view button e In your System click the Indicator that you wish to confi
5. see all of the detailed data you entered Export Data The SmartDiagnostics software allows a user to export time series data to a spread sheet e Onthe bottom of the Trend graph click the Export icon Export E e Once the Export icon has been selected it will download a file with the time range selected Follow the on screen prompts to save the file at a location of your choosing Detail Graph The Detail Graph gives a further breakdown of a selected data point e Once zoomed in to a time period of interest on the Trendline graph select a data point by clicking on it e When a data point is selected the Detail graph appears in the lower portion of the window e CB https sd kcftechcom Wus group d6a86a54 45c3 e411 bb57 12cfb995ef7c chart vy ch AJ Swart a 8 ee 09 Jun 2015 05 33 34 PM BR Build gt Motor gt MIBR gt PEAK VIBE 0 0622 g 06 Jun 2015 01 10 23 AM to 16 Jun 2015 10 04 37 PM 1 0311 0 06 0 8632 0 055 0 6954 H e dD ae y Tr el 0 5276 lt a os vi Ze de s bd 2 D 0 045 7 we t z 0 3597 E Y 3 DI 0 04 gt 0 1919 hd gt e Se p g 0 035 a ee ah 0 0241 07 Jun 08 Jun 09 Jun 10 Jun 11 Jun 12 Jun 13 Jun 14 Jun 15 Jun 16 Jun SofS lLegends Resetzoom Hide minimax Sety axisrange Create note Export th 12h td twi tm 6m ty YTO Custom 09 Jun 2015 05 33 34 PM A W ON LA 1 P L I M IN WW Ah Mn di IN NMI _ d ul hth D i ON fy d d It
6. title bar Template Motor2 D Motor2 Close Add New e The new group will appear with the same setup as the Group you saved the Template from dh Op Motori ge G 5 MIBR CL ef PEAK VIBE RMS eb Peak Accel amp Voltage d TEMP 4 Ee Motor2 MIBR eb PEAK VIBE RMS ef Peak Accel amp Voltage d TEMP Building 2 HX 49 P P SW NW NW wl AS AS AS AS AS NW aw Paused Running This button allows a user to stop collecting data on an indicator for a time of their choosing for instance when sensors are temporarily moved from one machine to another and you do not want data to keep filling in for the original machine e With the group indicator selected that you wish to stop collection find the Paused Running button on the right hand side of the screen Simply click the button to change its state gt Running H Paused User Settings Profile sadmin Change Password Le Log Off AS Users Email Templates Manual Get Help About e The User icon allows a user to set up their personal profile change their password and add users Profile This screen allows you to modify your preferences User Information System Settings Units Email Address shenry kcftech com e The first tab is User Information This is where a user can change their email address if needed System Settings This screen allows you to modi
7. 08 30pm On the far right of the map there are also quick zoom buttons to select the most recent hour 12 hours day week month 6 months year Year to Date and a Custom date field which allows the user to select specific dates th 12h 1d 1w im Dm 1y YTD Custom Notes Notes can be used to mark events on the trendline for instance a maintenance event or the start of a trend to be monitored e To create a note click a point on the trendline A flag will appear showing the details of that point To save this flag as a Note click the pushpin in the upper right corner to pin it open Tr sl 30 Jun 2015 18 05 36 Ml Peak Acceleration 1 8393 9 e Once you pin the flag open it will stay pinned as a Note and new buttons will appear to edit collapse or delete the Note To add detailed information to the note click the edit pencil button A fae 30 Jun 2015 18 05 36 E Peak Acceleration 1 8393 g e A popup window will appear allowing you to add a title and detailed information to the Note You can also adjust the time if needed By default the time will be the time of the data point you clicked on initially to create the note Edit Note 30 Jun 2015 18 05 36 Created By dkraige Last Modified By dkraige e Click Save A condensed version of the Note will now stay at the selected point in the trendline as a reminder of that event At any time in the future you can click on the Note to expand it and
8. Il d J W N WAM Mi d W A T N i d ih m di M dE Au 0 200 400 600 800 1000 1200 1400 1600 1800 2000 2200 2400 2600 2800 3000 1 3400 3600 3800 4000 WI a E min An E PS Da ai L agh chen Aa A d ee Resetzoom Sety axisrange Export Vel Accel Freq Time Linear Log Save Baseline e On the Detail Graph there are multiple ways to view the data selected from that one point in the Trend Graph These options vary based on the type of indicator being viewed e Fora vibration indicator the available views are velocity and acceleration Either one can be shown in the frequency or time domain The frequency domain view can be toggled between linear or log scales using the buttons with those labels Vel Accel Freq Time Linear Log Alerts View allows users to set up alarms and warning levels for the Indicators created Notifications can be sent out to the users selected via email to warn of exceedances so that immediate monitoring or maintenance can be performed Alerts and Notifications are a key item to set up to ensure that a problem condition is recognized immediately Groups D Build gt Motor gt MIBR Build gt Motor gt MIBR Build gt Motor gt MIBR gt Build gt Motor gt MIBR gt Build gt Motor gt MIBR gt Name TEMP Voltage Peak Accel RMS PEAK VIBE 07 10 2015 09 27 27 to 07 10 2015 10 27 27 Results per page 100 v If LastMeasurement If Status Max Avg Current HI
9. fy your preferences User Information System Settings Units Account Default System Default System View Default Group View DemoAccount Building 2 e Map e Chart e e The next tab is System Settings This tab allows the user to set up their default views of system Units This screen allows you to modify your preferences User Information System Settings Units Date Time Format 1 Date Format Type DD Month YYYY v 2 Time Format Type AM PM Format v Vibration Units 1 Velocity Units inches per second Y 2 Acceleration Units g v 3 Frequency Units Hertz M Other Metric Units 1 Pressure Units Pounds per square inc 2 Temperature Units Celsius v e The final tab is Units This section allows the user to change units for various data types Change Password Change Password Current Password New password Confirm password Save Password Cancel e The Change Password page allows the user to create a new password by entering the current password along with creating and confirming the new one
10. gure Building Ee Motor PEAK VIBE RMS Peak Accel FR Voltage d TEMP e After an Indicator has been selected find the Alarm Settings section on the right hand side of the page Alarm Settings High Alarm Click to set g High Warn Click to set g Alarm Delay Off Copy Settings Copy e For Alarm and Warn items choose the blue underlined Click to set hyperlink Note Some indicator types such as Temperature have both High and Low Warnings and Alarms white other types only have High Alarm Settings High Alarm 5 0000 fe High Warn Click to set g Alarm Delay Off Copy Settings Copy e Click the checkbox on the left first to activate the Warning or Alarm level e Enter ina value Note The High Alarm value must be higher than the High Warn value e Finally click the blue check mark to save the changes Notifications After the Alarm Warning levels have been set you may set up Notifications e With the group level selected find the Notifications section e Click the Add New button on the bottom left e Choose whether to receive notifications for Warning Alarm or both by clicking the check boxes under each e The Escalate button Lo determines if another user will receive the Notifications if the initial user does not acknowledge the Notification for a specified period of time Note When the symbol is black there is no Escalation When the button is clicked it will cha
11. hird icon is the Subgroup icon This is the group within the Group e The fourth icon is the Indicator icon This is the Indicator currently being viewed a specific trend calculated from the data from one or more Sensors In the center of the screen are several different View icons that can be selected Map view displays a user configurable picture of a plant facility or site where the sensors are located Each Group or Indicator on the Map will have a health icon with a color and a number indicating the current status of that Indicator In this way the Map View can help you have a quick overview of the health of all the machines in a System or Group To upload an image to the map follow these steps e On the Title Bar be sure that the Map view is selected e Onthe bottom right of screen find the Create Map icon Create Map f e Click the blue Upload Image button in the center bottom of the screen Upload image e Inthe pop up window click the Choose File icon Update Diagram For best quality upload a vectorized image in SVG format The system also supports png and jpeg images Choose File No file chosen e Browse for the file you wish to upload Note Image size cannot exceed 10MB and must be svg png jpeg jpg gif bmp Vector image files such as svg will give the best viewing results on various different screen resolutions and window sizes e After an image is selected click Upload e Click and drag
12. letters you start typing so you can quickly find the one you want without having to type in the entire Tag Indicator Type Vibration Peak Tags NAME1 x Settings S e Go back to the original indicator e Click the Copy icon Q Copy i e Inthe pop up window choose Alarm Settings or Band Settings e Select the Tag that was created Copy Settings Select the settings to copy V Alarm Settings d Band Settings Select the tag s to which these settings will be copied sg NAME1 e Click Copy e Click Yes in the red shaded box to confirm the request Custom Charts Custom Charts allow a user to group specific indicators together Example If there are 5 groups that are all monitoring the same type of machine and a user wants to compare the Peak of all 5 at one time Rather than going into each individual group it is possible to set up a custom chart showing all these indicators on the same axes e Inthe Edit view click the New Chart icon Custom Charts s New Chart f e Atthe next screen give the chart a name Choose between a Tag Based Chart or an Indicator Based Chart Tag Based will generate a custom chart with all Indicators in the account that share a Tag Indicator Based creates a custom chart of any Indicators selected Click Save Custom Chart Name indicator Based Tag Based Chart indicator Based Chart Select the indicators that you want displayed in the custom cha
13. nge to red L2 letting the user know it s turned on e Once the Escalate button is selected you can select the Reminder Interval and Users e To change the Escalate and Reminder Interval times click the blue hyperlinked text e After atime has been chosen click the blue checkbox Reminder Interval 1 days and O hours e For the Users click your username in blue e Start typing in the first couple letters of a username the dropdown menu will automatically find user names using the letters you start typing e Click the desired username then click the blue checkbox Users Sage Henry Sage Henry sadmin e To Delete a Notification click the black X on the far right of the screen How To Acknowledge Alerts e Click the Alerts view button on the Title Bar e Click the Thumbs Up icon in the Ack column iO Edit View is where any configuration changes can be performed However only Account Admins will have this icon Standard Users will not Once the Edit icon has been selected the site will stay in Edit mode until another view has been selected Abbreviations Abbreviations are used for easier and quicker navigation Abbreviations can be used in System Group Subgroup and Indicator levels By default the Title Bar only shows the first 5 characters of a name If these first 5 characters aren t the best description for ease of navigation and you prefer a different 5 characters to be shown you can assign a differen
14. nsor points within your facility y CG Building 1 x e Cf https sd kcftech com Wus group d6a86a54 45c3 e411 bb57 12cfb995ef7c edit NW va De SE Build Map Trend Edit Building 1 GX amp Save as Template Motor Q A H PXA 1 Details cb 2 MIBR CN Name Building 1 PEAK VIBE K PEA x Abbreviation Click to set RMS SEET x Custom Charts Peak Accel SES Ree x s New Chart amp Voltage x User Access TEMP x e Users with access to this system Users with no access to this system First give the System a name A System name normally describes a site facility warehouse etc e To Edit the System name click the Edit view icon e Inthe middle of the page under Details click the blue underlined System Name hyperlink e Give the system a name and click the blue check box Example Building 1 You may make many Systems if you desire for instance to sort data from multiple facilities Systems are the highest level of the Smart Diagnostics hierarchy Within each System there are three layers of hierarchy that can be set up to help organize all of the data for your installation e Groups are the first layer down from a system Examples of groups may be a building a section of a building such as a particular assembly line or an individual machine e Subgroups are groups within Groups Examples of Subgroups may be a particular portion of a machine or a location where several Sensors are placed to measure differen
15. rt You may narrow the list by using the filter Filter Build gt Motor gt MIBR gt PEAK VIBE Build gt Motor gt MIBR gt RMS s Build gt Motor gt MIBR gt Peak Accel Build gt Motor gt MIBR gt Voltage Build gt Motor gt MIBR gt TEMP e You can switch back to the original view in the Title Bar by clicking the Trend view kd Default chart ve as Tem j kd Indicator Based e Custom Charts can be deleted In the Edit view click the Delete icon next to the chart name Custom Charts s New Chart Indicator Based Edit Delete Templates Templates can be used at the System Group and Subgroup levels Templates can make system setup faster since you can build a Group once as a template and then create more copies of it quickly e With the Group or Subgroup that you want to be a Template selected click the Save as Template icon Save as Template f e Give this Template a name and description e Click Save As A Template Save As A Template Save a new template Name Motor2 Description Build the same as Motor1 Overwrite an existing template Cancel Save As A Template o Click the Add Group icon next to the System ome Wd e Inthe pop up window give the new group a name e Inthe Template drop down choose the Template that was previously created e Click Add New Add a New Group Group name Motor2 Name will be abbreviated to 5 characters on the
16. t abbreviation Abbreviations can be found in the Details section e Next to Abbreviation click the blue underlined Click to set e Enter the Abbreviation you d like to use for this item e Click the blue checkbox Details Name Building 2 Abbreviation Click to set Copy Settings The Copy Settings function is used in conjunction with Tags which allow a user to save time when setting alarms or other settings on multiple identical indicators By setting up many indicators with the same Tags a user can quickly copy all the settings from one indicator to all other indicators that use that same Tag For instance a plant may have 100 motors that each have the same alarm levels Using Tags and Copy Settings a user can assign those alarm levels just once to one motor and then copy them to the other 99 motors e Inthe Edit view click an Indicator e Click on the Tags in the center of the screen under the Details Details Name PEAK VIBE Abbreviation Click to set Indicator Type Vibration Peak Tags Click to set e Give this Tag a name and click the blue check mark e Under the Alarm Settings section assign the warning levels See Alarms and Notifications e Now go into each Indicator that you would like to share the same settings e Click on the Tags in the center of the screen under the Details e Start typing in the name of the Tag previously created the dropdown menu will automatically find tags using the
17. t aspects of a machine e Indicators are the specific data views which are driven by Sensors Examples of indicators are vibration temperature battery voltage etc System Edit Icon Overview tj New System on xX e The first icon after the System name is the Add Group icon This icon allows a user to create a new Group e Next is the Add Indicator icon This icon allows a user to create a new Indicator e Lastly is the Delete System icon This icon allows an Account Administrator to delete the entire System Creating Groups and Adding Indicators O e To create a new Group click the Add Group icon Ki e Enterin a Group name Example Motor 1 e Inside a Group a Subgroup can be created e To create a subgroup click the Add Group icon next to your Group name Subgroups behave exactly the same as Groups and are simply an extra layer of hierarchy to help organization like folders in a file system e To add an Indicator at any level System Group Subgroup click the Add Indicator icon which will open a pop up window to begin setting up the Indicator e Inthe pop up window give the Indicator a name Example Peak Vibration e Choose the measurement type desired and click Add New e At this time the System might look similar to the following Building 1 HX De Motori En G X A MIBR Q X A PEAK VIBE x RMS eb Peak Accel gy Voltage g TEMP x KX KX AS Assigning Sensors to Indicators
18. ted For security purposes you must validate your email in order to activate your account Click Here to Activate Your Smart Diagnostics Account lt https sd kcftech com 443 Account ResetPassword username sadmin amp token 54fae621 debb 4658 abed 48077abSldeaareset False gt Your user name is sadmin Please note you will not be able to use Smart Diagnostics until you have activated your account e Once you click on the link you will be sent to the SmartDiagnostics website to set up a password Set Password New password Confirm password e The password must contain at least 8 characters of any combination of letters numbers and symbols e Once a password has been set click the Save button e Once you read and accept the End User License Agreement you will be logged into the system Network Before a System can be built it is important to verify all of the hardware is communicating The Network icon will show all the tools needed for this amp Network User Sensor Status 21 Manage Network Hardware Event Logs Hardware Notifications Export Collection Server Configuration The Network icon has a number of drop down options In short these drop downs provide links to establish the configuration and status of the Collection Server Primary Receiver Nodes PRN and Sensor Nodes Sensor Status The Sensor Status page allows users to see the status of the Sensors Primary Receiver nodes PRNs
19. this is a Local Install on an individual computer and not a Cloud Based Account follow the steps on the next page Local Installation Setup For a local installation of the SmartDiagnostics Software getting Sensor nodes onto your system requires a few more steps Start by clicking the Network icon and selecting the My Nodes page My Nodes E My Nodes Sensor Status 97 Manage Network Hardware Event Logs Hardware Notifications Export Collection Server Configuration Detected Nodes e All of the Sensors that are trying to communicate with the PRN s will appear in this list The user may select which Sensors they d like to add to their local account Only Sensors added to the account will be available to plot data e To add a Sensor to the local account click the Add button next to the Sensor serial number af Add f e After clicking the Add button under Detected Nodes this Sensor will now be on the account and will appear under My Nodes instead of Detected Nodes e To remove an unwanted Sensor click the Remove Button under My Nodes x lt Remove System Configuration This section covers how to set up the software to monitor your facility using SmartDiagnostics Sensors By reading this section carefully and planning your system s setup you will be able to lay out a clear concise arrangement in the software and use key data views and notification features to get valuable real time data from all se
20. your Groups and or Indicators onto the map to correspond to where sensors are located within the map Og Building 2 8 Motori 8 Motori e By default an uploaded map will be placed on the Default Layer You change the name of the Layer add a new Layer or delete the current Layer These options are found on the bottom left Layer Default e New Rename sional e Layers allow you to add multiple images to one map Example different views of a piece of machinery or upstairs and downstairs images of a facility e Click Save on the bottom right to finalize your Map Trend View displays charts of sensor data to monitor trends over time as well as to take a detailed look at the data from particular points in the trendline Learning to navigate the trend view will greatly help you perform analysis of your system s data Zooming options The first way to zoom in on an area of a trend view is to click and drag the mouse over the desired area to zoom A gray shaded area will show the area you are selecting to zoom in on Click and drag horizontally to zoom in on a time period or click and drag vertically to zoom in on a Magnitude range 0 065 0 06 0 055 06 00pm 12 00am 06 00am 12 00p 12 00pm 5 of5 Legend a Resetzoom Hide min max Sety axisrange Create note Export Another way to zoom in on a time period is to click and drag the handles at the bottom of the graph 07 30pm 08 00pm

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