Omega iServer 2 Series User manual

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iServer 2 Series
Virtual Chart Recorder and Webserver

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The information contained in this document is believed to be correct, but OMEGA accepts no liability for any errors it contains and
reserves the right to alter specifications without notice.
omega.com [e-mail]
Omega Engineering, Inc:
800 Connecticut Ave. Suite 5N01, Norwalk, CT 06854, USA
Toll-Free: 1-800-826-6342 (USA & Canada only)
Customer Service: 1-800-622-2378 (USA & Canada only)
Engineering Service: 1-800-872-9436 (USA & Canada only)
Tel: [phone]
e-mail: [email protected]
Fax: [phone]
Omega Engineering,
Limited:
1 Omega Drive, Northbank,
Irlam Manchester M44 5BD
United Kingdom
Omega Engineering,
GmbH:
Daimlerstrasse 26 75392
Deckenpfronn Germany

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Table of Contents
1 Notes, Cautions, and Warnings................................................................................................................3
1.1 Security and Public Data Access (Port Forwarding) ........................................................................................ 3
2 Introduction..................................................................................................................................................4
3 Hardware Setup...........................................................................................................................................5
3.1 Wall Mounting and DIN Rail Assembly ................................................................................................................ 5
3.2 Smart Probe Bracket Assembly .............................................................................................................................. 6
4 Sensing Device Setup ................................................................................................................................7
4.1 M12 Omega Link Smart Probe Connection ........................................................................................................ 7
4.1.1 Smart Probe SYNC Configuration.................................................................................................................. 8
4.2 Thermocouple Connection ...................................................................................................................................... 9
4.3 Digital I/O and Relays.............................................................................................................................................. 10
4.4 Powering the iServer 2 ............................................................................................................................................ 11
4.4.1 LED Status Indicator......................................................................................................................................... 11
4.4.2 9-Volt Backup Battery...................................................................................................................................... 12
4.4.3 Power Over Ethernet (PoE) ............................................................................................................................ 12
5 Connecting to your PC............................................................................................................................ 13
5.1 Method 1 – DHCP Router Setup (Display Models only)................................................................................. 13
5.2 Method 2 – Direct to PC Setup with an RJ45 Ethernet Cable (Display and Non-Display Models).. 13
5.3 Method 3 – Direct to PC Setup – Micro USB 2.0 (Display and Non-Display Models) ........................... 14
6 Navigating the iServer 2 Web UI .......................................................................................................... 16
6.1 Device Name and Sensor Firmware Information............................................................................................ 16
6.1.1 Configuring Device Name (Configure) ...................................................................................................... 16
6.1.2 Omega Link Smart Probe Firmware Download and Update (Information) .................................... 17
6.2 Network........................................................................................................................................................................ 21
6.2.1 Network Configuration.................................................................................................................................... 21
6.3 Logging ........................................................................................................................................................................ 22
6.3.1 Clear Log Data When Switching Smart Probe Types (Smart Probe Models Only) ...................... 22
6.4 How to Retrieve Logged Data ............................................................................................................................... 23
6.5 Events and Notifications Configuration ............................................................................................................. 23
6.5.1 Buzzer................................................................................................................................................................... 24
6.5.2 Relay 1 and Relay 2 .......................................................................................................................................... 25
6.5.3 Email ..................................................................................................................................................................... 26
6.5.4 Digital I/O............................................................................................................................................................ 27
6.6 System Configuration .............................................................................................................................................. 28
6.6.1 System.................................................................................................................................................................. 28
6.6.2 Profile.................................................................................................................................................................... 29
6.6.3 Units ...................................................................................................................................................................... 29
6.7 Channel Settings ....................................................................................................................................................... 30
6.7.1 Gain and Offset.................................................................................................................................................. 30
6.7.2 Alarm Trigger...................................................................................................................................................... 30
6.7.3 Thermocouple Configuration Interface (TC Models Only)................................................................... 31
6.8 Gauge / Chart Web UI View.................................................................................................................................. 32

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7 Adding an iServer 2 to Omega Enterprise Gateway (OEG) ............................................................ 33
7.1 Method 1: DHCP Router Method........................................................................................................................... 33
7.2 Method 2: Static IP (Direct to PC) Method......................................................................................................... 34
7.3 Configuring Sensing Devices after Pairing with OEG ................................................................................... 37
8 iServer2 Modbus Holding Register Partition ...................................................................................... 38
8.1 Holding Registers Partition .................................................................................................................................... 38
8.2 Channel Value Registers ........................................................................................................................................ 38
8.3 Device Meta Modbus Registers ............................................................................................................................ 39
8.4 Device Configuration and Channel Configuration Registers...................................................................... 40
9 Appendix A: Troubleshooting ................................................................................................................ 44
10 iServer 2 Specifications ...................................................................................................................... 45

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1 Notes, Cautions, and Warnings
If the equipment is used in a manner not specified in this manual, the protection by the equipment
may be impaired.
Do not operate the equipment in flammable or explosive environments.
It is important to read and follow all precautions and instructions in this manual before operating or
commissioning this device as it contains important information relating to safety and EMC. Failure to
follow all the safety precautions may result in injury and/or damage to the equipment.
The following labels identify information that is especially important to note:
Note:
Provides information that is important to successfully set up and use the iServer 2.
Caution or Warning:
Informs about the risk of electrical shock.
Caution, Warning, or Important:
Informs of circumstances that can affect the functionality of the
instruments and must refer to accompanying documents.
1.1 Security and Public Data Access (Port Forwarding)
The iServer 2 is designed to be used in a secure, local-area network (LAN) using a private address.
Exposing the device to public Internet traffic through Port Forwarding or similar methods may lead
to significant security risks to the user’s network and data. OMEGA Engineering cautions users
against exposing the iServer 2 to public access through Port Forwarding.

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2 Introduction
The iServer 2 virtual chart recorder and webserver offers an intuitive way to collect and display live
sensor readings through a web-based user interface or by integrating the device into an existing
Omega Link Cloud account. An iServer 2 unit will accept either an Omega Link Smart Probe or two
thermocouples, depending on the model purchased.
Model No.
Model Name
Sensor Type
Description
iS2-THB-B
iServer 2 –
Basic
Smart Probe
Virtual chart recorder and webserver with M12
Smart Probe compatibility, 1x USB port
iS2-THB-ST
iServer 2 –
Standard
Smart Probe
Virtual chart recorder and webserver with M12
Smart Probe compatibility, 4.3" LCD, 1x USB
Port, Digital I/O and Relays
iS2-THB-DP
iServer 2 –
Deluxe Probe
Smart Probe
Virtual chart recorder and webserver with M12
Smart Probe compatibility, 4.3" LCD, 1x USB
Port, Digital I/O and Relays, Power over Ethernet
iS2-THB-DTC
iServer 2 –
Deluxe
Thermocouple
Thermocouple
Virtual chart recorder and webserver with 2x
Thermocouple ports, 4.3" LCD, 1x USB Port,
Digital I/O and Relays, Power over Ethernet
The iS2-THB-ST, iS2-THB-DP, and iS2-THB-DTC feature 2 configurable digital I/O and relay ports.
These can be used for a myriad of applications including driving relays or physical alarms. The iServer
2 can also be utilized as an edge controller, with autonomous independent decision-making
capabilities to generate local alarms or provide control outputs based on sensor inputs. A fully
configurable alarm system is available in the web UI to create events and thresholds that will trigger a
notification should those conditions be met. A modern notification system allows users to be notified
via email or text. Omega Link compatible devices, such as the iServer 2, can be added to an existing
Omega Link Ecosystem to provide data anytime, anywhere, by first adding the iServer 2 device to an
Omega Enterprise Gateway account and then adding that account to the Omega Link Cloud.

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3 Hardware Setup
The iServer 2 can be assembled to be mounted in a variety of ways. Refer to the following sections for
instructions on how to assemble the hardware for different applications. The physical reset button is
located on the left side of the iServer 2 unit as shown in the figure below.
3.1 Wall Mounting and DIN Rail Assembly
All models of the iServer 2 are wall-mountable and come with an optional DIN rail bracket. The
distance between the two wall-mounting screw holes is 2 ¾” (69.85 mm). To attach the DIN rail
bracket hardware, locate the two screw holes on the underside of the unit and use the two
included screws to secure the bracket in place as indicated in the figure below:
Figure 1: DIN Rail Bracket and wall mount screw holes!
DIN rail
bracket
Wall-mount
screw hole
Wall-mount
screw hole
Reset button

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3.2 Smart Probe Bracket Assembly
The iS2-THB-B, iS2-THB-ST, and iS2-THB-DP come with a Smart Probe Bracket and stand-off
extenders to mount the Omega Link Smart Probe 1 ½”away from the unit.
Step 1:
Locate the two screw holes on the left side of the unit and screw in the standoff extenders.
Note:
For accurate sensor readings, the standoff extenders are highly recommended.
Step 2:
Align the screw holes of the smart probe bracket with the standoff extenders and use the
two included screws to secure the bracket in place as indicated in the figure below.
Note:
Ensure the wider end of the bracket opening is pointing upwards.
Figure 2: iServer 2 unit with standoff extenders and smart probe bracket attached
Standoff
Extenders
Smart Probe
Bracket

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4 Sensing Device Setup
The sensing device setup will vary for the smart probe and thermocouple variants of the iServer 2.
M12 Omega Link Smart Probes Models
•iS2-THB-B
•iS2-THB-ST
•iS2-THB-DP
Thermocouple Model
•iS2-THB-DTC
Refer to either the section titled
4.1 M12 Omega Link Smart Probe
or
4.2 Thermocouple Connection
to
complete the sensing device setup.
4.1 M12 Omega Link Smart Probe Connection
The iS2-THB-B, iS2-THB-ST, and iS2-THB-DP can accept an Omega Link Smart Probe through an
M12 connector. Begin by plugging in the Smart Probe either directly to the iServer 2 unit or with a
compatible M12 8-pin extension cable.
Figure 3: iServer 2 unit with M12 Smart Probe Connector
Figure 4: M12 8-Pin female
connector iServer 2 front view
Important:
It is recommended that users access the digital I/O provided by the iServer 2
instead of the connected
Smart Probe . Using the digital I/O of the Smart Probe
may cause device operation errors. See the following section titled
4.3 Digital I/O
and Relays
.
Pin
Description
Pin 1
I2C-2_SCL
Pin 2
Interrupt Signal
Pin 3
I2C-1_SCL
Pin 4
I2C-1_SDA
Pin 5
Shield Ground
Pin 6
I2C-2_SDA
Pin 7
Power Ground
Pin 8
Power Supply

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4.1.1 Smart Probe SYNC Configuration
Omega Link Smart Probes can be configured using Omega’s free SYNC configuration
software when connected to a Windows PC using an Omega Link Smart Interface such as the
wired IF-001 or wireless IF-006. When the Omega Link Smart Probe and Smart Interface are
connected to a Windows PC running SYNC, users may click the Refresh button on the
SYNC interface to auto-detect the connected Smart Probe. Once the device has been
detected, the user will be presented with the available configuration options.
4.1.1.1 Important Smart Probe Digital I/O Configuration
To ensure proper operation between the iServer 2 and connected Omega Link Smart
Probe, Smart Probes that offer Digital I/O (DIO) must have the Digital I/O set to
Active
Low
at the Smart Probe level. Setting the Omega Link Smart Probe Digital I/O to Active
Low can be completed using one of the first two methods listed below:
Method 1:
The factory default setting to the Digital I/O is Active Low. If the user has not
changed the Digital I/O settings, there is no change needed. If the Digital I/O has been
changed, a factory reset can be used to set the Digital I/O back to the default Active Low.
Method 2:
Using SYNC configuration software, the user may navigate to the
Inputs
tab of
the connected Smart Probe and manually change the Digital I/O of the Smart Probe to
Active Low as shown below.
Figure 5: SYNC Configuration of Smart Probe Digital I/O
Method 3:
Using SYNC Configuration software, the user may navigate to the
Type
dropdown associated with the Smart Probe and select a
Type
that does not include
DIO
as shown below.
Figure 6: SYNC Configuration Smart Probe Type Excludes DIO

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Important:
If the user proceeds with a method that requires the DIO to be manually changed in the
SYNC Inputs tab (Method 2 and Method 3), the user must also ensure the DIO settings in
the Output tab to be set to Active Low for BOTH Outputs. A Factory Reset also sets the
Output DIO to Active Low by default.
Figure 7: SYNC Configuration Smart Probe Output set to Active Low
4.2 Thermocouple Connection
The iS2-THB-DTC can accept up to two thermocouples. Refer to the thermocouple connector
diagram below to properly connect your thermocouple sensor to the iServer 2 unit.
Figure 8: iServer 2 unit with Thermocouple connectors
Important:
Currently there is Cold Junction Calibration menu available for B-type thermocouples.
To compensate for the B-type thermocouple wire error, users may configure the Offset
(b) and Gain (m) available in the sensor channel settings menu. Refer to section
6.7.1
Gain and Offset
for more information.

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4.3 Digital I/O and Relays
Use the provided terminal block connectors and the connector
diagram in
Figure 5
to wire Digital I/O and Relays to the iServer 2.
The
DI
connections (
DI2+
,
DI2-
,
DI1+
,
DI1-
) accept a 5 V (TTL) input.
The
DO
connections (
DO+
,
DO-
) require an external voltage and
can support up to 0.5 amps at 60 V DC.
The
Relays
(
R2
,
R1
) can support a load of up to 1 amp at 30 V DC.
Important:
When wiring the included terminal block
connectors to access the digital I/O, alarms, or
relays, it is recommended that users ground the unit
by connecting a wire to the chassis ground of the
connectors shown in Figure 9.
Below is an example of an LED Circuit connected to the Digital Inputs and outputs.
Figure 10: iServer 2 sample LED circuit with digital input and output
Further configuration regarding Normally Open/Normally Closed Initial State or Triggers can be
completed in the iServer 2 web UI. For more information, refer to sections
6.5.2 Relay 1 and Relay 2
or
6.5.4 Digital I/O
.
Figure 9: iServer 2 Digital I/O and
Relays terminal block

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4.4 Powering the iServer 2
All iServer 2 variants come with a DC power supply, international power supply adapters, and a 9 V
battery. Models that offer Power over Ethernet can be powered with a network switch that supports
PoE or a PoE injector (sold separately). Once the device is powered on, fully booted up, and the
appropriate sensor is connected, readings will appear on the display. To power the iServer 2 using
the DC power supply, plug in the power supply to the DC 12 V port located on the iServer 2. For
instructions on how to power the iServer 2 through the Power over Ethernet feature, refer to section
4.4.3 Power Over Ethernet.
4.4.1 LED Status Indicator
Refer to the following LED Status Indicator table to identify the different iServer 2 behaviors
and statuses.
Figure 11: LED Status Indicator
LED Color
Status
Description
OFF
No Power
No power applied.
Red
(Blinking)
System Boot
System rebooting.
Red
(Solid)
Factory Reset
Press and hold the reset button for 10
seconds to reset the iServer 2 to factory
default.
WARNING:
The factory reset will reset all
stored data and configuration.
Green
(Solid)
Internet Connection
Detected
iServer 2 is connected to the Internet.
Green
(Blinking)
Firmware Updating
Firmware update in progress.
WARNING:
Do not unplug power while
update is in progress.
Amber
(Solid)
No Internet Connection
Detected
iServer 2 is not connected to the Internet.

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4.4.2 9-Volt Backup Battery
To access the 9 V battery compartment, remove the two screws indicated in the figure below
and gently pry open the battery compartment.
Figure 12: 9-Volt battery installation
Insert the 9-volt battery and secure the screws again. The battery will serve as a backup
power source in case of a power outage. A fully charged 9-volt battery will allow the iServer 2
to continue logging up to 10,000 data points for a period of 96 hours.
Important:
When the 10,000 logged data points have been exceeded while running on the
backup battery, the oldest logged data point on the Smart Probe will be overwritten
starting from the oldest data point saved on the Smart Probe. A logging interval of
at least 35 seconds or longer will prevent the overwriting of data during the 96-hour
period the battery is in use.
4.4.3 Power Over Ethernet (PoE)
The iS2-THB-DP and iS2-THB-DTC both offer a Power over Ethernet (POE) feature that
provides the device with sufficient power to operate when connected to a PC or router that
supports Power over Ethernet. Use an RJ45 Ethernet cable to connect the output port of the
PoE Injector to the iServer 2. Then use a second RJ45 Ethernet cable to connect the input
port of the PoE Injector to a standard router or PC in conjunction with the PoE injector. When
the assembled PoE Injector is plugged into a power outlet, the device will power on.
Screw 2
Screw 1
Battery
Compartment

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5 Connecting to your PC
To connect your iServer 2 unit to your PC, follow the instructions for one of the three setup methods
listed below.
Figure 13: iServer 2 login page
A successful setup will result in the user accessing the webserver login page. Refer to the applicable
connection method below:
5.1 Method 1 – DHCP Router Setup (Display Models only)
Connect your iServer 2 directly to a DHCP-enabled router using an RJ45 cable. On the display
model, the assigned IP address will appear on the lower right of the device display. Open a web
browser and navigate to the assigned IP address to access the web UI.
Important:
For non-display models, the user will need to check the router’s client IP table to
connect via DHCP or connect using Method 2 or 3.
5.2 Method 2 – Direct to PC Setup with an RJ45 Ethernet Cable (Display and Non-Display
Models)
Connect your iServer 2 directly to your PC using an RJ45 Ethernet cable. Identify the
MAC Address
assigned to your iServer 2 by checking the label on the backside of the device.
Open a web browser and enter the following URL to access
the web UI:
http://is2-omegaXXXX.local
(the XXXX should be replaced by the last 4 digits of the
iServer unit MAC address)
Figure 14: iServer 2 label showing unique
MAC address

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5.3 Method 3 – Direct to PC Setup – Micro USB 2.0 ( Display and Non-Display Models )
Important:
Administrator access to the PC may be required to change the PC Network
Properties. The default static IP for connections through USB is:
192.168.3.200
. If the
user is unable to access the iServer 2 webserver UI, the Bonjour Service may need
to be installed. The service can be downloaded from the following URL:
https://omegaupdates.azurewebsites.net/software/bonjour
To begin, connect the iServer 2 directly to the PC using a micro-USB 2.0 cable.
Step 1:
Navigate to the
Windows Control Panel
and click
Network
and Sharing Center
.
Step 2:
Click the
Unidentified Network Connection.
Step 3:
Click
Properties
.
Figure 15: Windows Control Panel
Network and Sharing Center
Figure 16: Network and Sharing Center – Unidentified Network
Figure 17: Unidentified Network Status

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Step 4:
Click
Internet Protocol Version 4
(
TCP/IPv4)
to highlight the selection
and then click
Properties.
Step 5:
Fill out the field for the IP address
with the following:
192.168.3.XXX
(the XXX can be any value that is
NOT
200)
Fill the Subnet Mask field with the
following:
255.255.255.0
Click
OK
to finalize and then reboot the PC. Open a web browser and navigate to the
following address to access the web UI:
http://192.168.3.200
Figure 19: TCP/IPv4 and subnet mask properties for micro-USB 2.0
connection
Figure 18: Unidentified Network Properties

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6 Navigating the iServer 2 Web UI
Users who are signing in to the web UI for the first time, or if the login information has not been
changed, can type the following information to login:
Username:
admin
The password is provided on a label located on the back of the
physical unit. Once logged in, the web UI will display the sensor
readings as different gauges.
Figure 21: iServer 2 web UI main homepage – Gauge View
From the web UI, users can configure Network settings, Logging settings, Events & Notifications, and
System settings.
6.1 Device Name and Sensor Firmware Information
While in Gauge View, the
Gear Icon
under the
System Tab
will allow users to configure the
name of the iServer 2 device and view the current firmware, available channels, and core version
number. When the Gear icon is clicked, the user will be able to choose between
Configure
and
Information
.
6.1.1 Configuring Device Name
(Configure)
From the
Configure
window, users may
update the sensor device name as it
appears in the web UI.
Figure 20: iServer 2 label unique to each
device
Figure 22: Probe device name configuration

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6.1.2 Omega Link Smart Probe Firmware Download and Update (Information)
From the
Information
window, users can check online for the latest firmware version of their
Smart Probe and download it. If a firmware update is available, the user will be able to
download it directly from the clickable
Update Required
or
Download Firmware
link that
appears below.
Figure 23: Smart Probe firmware update available
Once the firmware update file has been downloaded to the PC, the user will need to click
Browse
and select the recently downloaded firmware file. Once the file has been selected,
click
Upgrade
to start the firmware update process.
Figure 24: Smart Probe update in progress

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Figure 25: Successful smart probe firmware update
When the Smart Probe firmware update is successful, a success message will briefly appear
and instruct the user to reboot the device. At this point, the user may reboot the device and
refresh the iServer 2 web UI page to sign back into the web UI and view the updated probe
information.
If the probe is up to date and no update is required, the web UI will state that the latest
firmware is being used.
Figure 26: Smart Probe firmware up-to-date