Schaerer Barista Owner's manual

Schaerer Barista
Software description Part 1
Functions and setting options
KMR Technical Support
Stand 10/2018
Rev.03 / SW-Version 1.10.9

Table of Contents 2
1 Table of Contents
1 Table of Contents ........................................................................................................................................................................................2
1.1 Information on finding functions and setting options easily..........................................................................................................................3
Subject index ..........................................................................................................................................................................................................4
2 Menu overview – with Service PIN ............................................................................................................................................................10
2.0 Care menu.................................................................................................................................................................................................12
2.1 Beverage menu .........................................................................................................................................................................................13
2.2 System menu.............................................................................................................................................................................................15
2.3 Information menu.......................................................................................................................................................................................21
2.4 Accounting menu.......................................................................................................................................................................................22
2.5 PIN menu...................................................................................................................................................................................................24
2.6 USB menu (external USB stick).................................................................................................................................................................25
2.7 Service menu.............................................................................................................................................................................................28

Information on finding functions and setting options easily 3
1.1 Information on finding functions and setting options easily
Example: You wish to activate the barista pad on the display
In the following pages of the subject index, look for the term you need.
There may be several descriptions for the search term.
“Adjust coffee strength” / “Barista pad”
> You are told to go to Page XX ; this page has a description about how you can activate the Barista pad.
> On Page 17 there is a description of the path and the actions you need to take.
System
•Menu - System - open
Operating options
•Open - Operating options - menu
Barista pad
•Activate the barista pad checkbox for the display
In the above example:
Navigate through the “System” > “Operating options" symbol > to find the “Barista pad" setting option.
Labels:
Bold text provides a detailed description of the action which can be performed
Normal text extra information about the action
•describes the necessary action/required actions in sequence
Planned contents which is awaiting implementation/remain unavailable appears in italics in the document.

Table of Contents 4
Subject index
1. Run-up 28
Access rights 43
Accounting 22, 23, 34
Accounting baud rate 22
Accounting menu PIN 24
activate Eco mode 19
Activate manual insert 17
Activates the SteamJet 15
Actual/expected cleaning 30
Adding beverage counters 22
Additional functions 15, 16, 17, 18, 19, 20
Adjust coffee strength 15
Aggregating beverage counters 22
Aggregating single double beverages 22
Air pump air valve 39
Air pump start 13
Air pump stop 13
All free of charge 23
Auto Start 17
Auto Steam 13, 38
Auto Steam dispensing 16
Auto Steam ventilation valve 39
Automatic switch-off 19
Automatic switch-off time 19
Automativ beverage dispensing 17
Barista pad 15
Baud rate 22
Bean type 16
Beverage free of charge 23
Beverage names 14, 16
Beverage settings 13
Beverage test 13, 14
Beverages 13, 14
Boiler pressure check 33, 42
Brewer 36
Brewer calibration 36
Brewer component test 36
Brewer position 36
Brewing piston change 29
Brewing time 15
Brewing time control 15
Brewing water valve 37

Table of Contents 5
Button allocation 13
Button layout, functional pads, load beverages 26
Care 12, 21
Care information 21
Care menu PIN 24
Change beverage recipe 13
Change of seals, brewing piston 12
Change recipe 13
Change water filter 12, 29
Clean the ground coffee chute 12
Cleaning 30
Cleaning ground coffee chute 12
Cleaning intervals 30
Cleaning mode 30
Cleaning PIN 24
Cleaning with tablet 12
CleanLock 12
Cold water proportion 28
Compare cleaning operations 30
Component test 36, 37, 39, 40, 41
.. Limitations 34
Component test Steam boiler feed valve 40
Component test, air pump / air valve 39
Component test, Auto Steam 38
Component test, Auto Steam ventilation valve 39
Component test, brewing water valve 37
Component test, cup heater 41
Component test, environment 41
Component test, espresso pump 37
Component test, fans 41
Component test, grinder 36
Component test, hard ware error 41
Component test, heater 40
Component test, hot water valve 38
Component test, operating elements 41
Component test, proportion valve 37
Component test, proportion valve hot water, cold 38
Component test, release valve 37
Component test, steam barrier valve 38
Component test, steam boiler 40
Component test, steam boiler ventilation valve 40
Component test, Steam system 38, 39
Component test, SteamJet valve 39
Component test, water system 37
Counter 22, 30, 33
creating a new recipe 14
Credit inquiry 22
Credit visualization 22

Table of Contents 6
Cup heater 18, 41
Cup illumination 18
Cup symbols 16
Cup table heating 18
Customer -> Service 33
Customer filter change 43
Data back-up 25
Date /time 20
Daylight saving time 20
Deactivate the touch for cleaning 12
Defaults 33
Delete 21, 22, 30
Delete counter 22
Delete error and event messages 30
Delete journal 21
Delete recipe 13
Deletes single counter 22
Descaling boiler 42
Descaling information 21
Detail view of error and event messages 30
Detail view of journal 21
Diagnostic mode 21, 31, 32
Diagnostic mode display 21
Disable button 13
Dispensing time SteamJet 15
Display brightness 18
Display text 16
Display the machine location 21
Distributor sieve change 29
Dry pressing 13
Eco mode 19
E-journal 22
E-journal with check sum 22
E-mail after software update 27
Enter switch-off time 19
Environment 41
Error list 30
Error messages 21
Error messages information 21
Espresso pump 37
Event list 30
Events 21
Events information 21
Expert mode 13
Export care data 21
Export cleaning journal 25
Export counters 22, 25
export HACCP journal 25

Table of Contents 7
Export the counter to Excel 25
Exporting counter to USB stick 25
external E-journal 22
external grinding 17
External water tank 34
Factory -> Beverages 33
Factory -> Service/Customer 33
Fan 41
Filter change 12, 29, 43
Filter change information 21
Filter rinsing 29
Firmware update power stage 29
Flow heater descaling 42
Flow Jet Pump 34
Forced cleaning 30
Free of charge settings 23
General notes on the component test 34
Grinder 36
Grinder calibration 28
Grinder idle current 28
HACCP export 25
Hardware error 41
Heater 40
Hot water valve 38
Idle current calibration 28
Illumination color 18
Information 21
Information about the Service 21
Information for last brewing cycle 13, 14, 21
Information last tablet cleaning 12
Information symbol 13, 14
Instructions 14, 25
internal E-journal 22
internal USB stick 29
Journal 21
Journal summary 21
Key accounting person 43
Key accounting person light PIN 24
Key accounting person PIN 24
Key operator 43
Key operator PIN 24
Key setting person 43
Key setting person PIN 24
Load beverage recipes 26
Load default beverages 33
Load factory data 33
Load factory settings 33

Table of Contents 8
Load factory standard beverages and function buttons, including layout
33
Load recipe 13, 25
Loading the single recipe 25
Low pressure 34
Machine configuration 34
Machine configuration setting 34
Machine data 30, 31, 32, 33
Machine information 21
Machine master data 43
Machine options 15, 16, 17, 18, 19, 20
Machine re-start 28
Machine settings 15, 16, 17, 18, 19, 20
Machine software display 21
Main menu 11
Maintenance dates 42
Manual insert 17
Manual insert active time 17
Measured water hardness 19
Measuring the grinder idle current 28
Menu 11
Milk foam quality 16
Milk foam selection 16
Mod 2 34
Mod 3 34
Multi credit 22
Norm button 36
Normally open 39
Note 14, 25
Operating elements 41
Operating options 15, 16, 17
Operating system update 27
Operator PIN 24
Piston change 29
Portioner calibration 28
Power class 34
Power stage information 21
Power stage update 29
Power stage version display 21
Pressing force 13
Pressure reduction steam boiler 28
Proportion calibration 28
Proportion valve 37
Proportion valve, hot water, cold 38
Quality level 13
RDA 34
Rear cover illumination 18
Rear cover illumination color 18

Table of Contents 9
Reference beverage 15
Release valve 37
Replace brewing piston seal 12
Restore service data 33
Rinse water filter 29
save 13, 14
Save 14
Save basic beverage settings 13, 14, 33
Save customer data 33
Save individual recipe 25
Save machine data 25
Save recipe 25
Save settings 13, 14
Save the service address 26
Serial number 21
Serial number display 21
Service 21, 28
Service -> Customer 33
Service address 21, 43
Service address display 21
Service date 42
Service dates 42
Service information 21
Service maintenance 1 42
Service maintenance 2 42
Service PIN 24
Service routines 28, 29
Service settings 28
Service test settings 28
Set language 15
Set service date 42
Set the carbonate hardness 19
Set water filter capacity 18
Settings 18, 19, 20
Settings menu PIN 24
Signal tone 16
Signal tone end of brewing 16
Simulation mode 31
Single counter 22
Software update troubleshooting 27
Software version display 21
Software version information 21
Start manual brewing cycle 17
Steam barrier valve 38
Steam boiler 40
Steam boiler feed valve 40
Steam boiler ventilation valve 40
Steam system 38, 39

Menu overview – with Service PIN 10
SteamJet valve 39
Stop beverage test 13, 14
Summary 21
Summary error and event messages 30
Switch off the display for cleaning 12
System 15, 16, 17, 18, 19, 20
System information 21
System re-start 28
Tampers 13
Telemetry 34
Test functions 36, 37, 39, 40, 41
Text 14, 16
Time 20
Time zone 20
Total counter 22, 30, 33
Touch calibration 18
Touch display calibration 18
Touch display illumination 18
Touch illumination 18
Transferring a recipe to the USB stick 25
Up-Down button 36
USB menu 25, 26, 27
USB stick 25, 29
USB stick backup 29
USB stick identification 29
Waiter accounting 22, 23
Water filter 18, 19
Water filter settings 18, 19
Water hardness level 19
Water system 37
Water system, pressure switch 34
Waterfilter information 21
Wet pressing 13
Winter time 20
Working area illumination 18
2 Menu overview – with Service PIN
Main menu
First level under main menu
Care
Cleaning
brewing groups
CleanLock
Clean the
ground coffee
chute
Filter change
Change of seals

Menu overview – with Service PIN 11
Beverages
Symbol
Expert mode
Symbol
Load recipe
Symbol
Text
Symbol
Testing
Symbol
Save
System
Language
Operating options
Settings ...
Information
Last brewing cy-
cles
Service
Care
Filter and descal-
ing
Journal
Accounting
Counter
Waiter accounting
...
Free of charge
settings
PIN
Cleaning
Setting
Accounting
Key operator
Service
Key setting person
Key accounting
person
Key accounting
person light
USB
Load recipes
Save recipes
Save recipes
as pdf files
Export counters
HACCP export
Data back-up
Load data
Load language
Firmware update
Operating system
update
Service
Service routines ...
Machine data ...
Machine
configuration
Component test ...
Service dates
Service addresses
Machine
master data
Access rights ...
Event logger ...
Test tools...

Care menu 12
2.0 Care menu
Care
Cleaning
brewing groups
Starts the animated, complete “Cleaning with tablet”, WITH switching-off or WITHOUT switching-off machine
after Cleaning.
•Information about last run
CleanLock
Switches off the Touch display for cleaning
Clean the
ground coffee chute
Group left / right
Starts the animated “Ground coffee chute cleaning” for the associated brewing group
Filter change
After the "Was the filter changed" prompt will start the automatic filter rinsing routine
The filter change menu is displayed if access rights has been provided.
When 75% of the set capacity has been reached, the following text is displayed: “Please replace water filter soon.
Remaining capacity xxx litres.”
When 100% of the selected capacity has been reached, the following text message will be displayed every 3 hours:
“To prevent damage to the machine, please replace the water filter.” The filter capacity has been exceeded by xxx li-
ters.”
After the "Was the filter changed" prompt will start the automatic filter rinsing routine
The water filter maintenance counter is reset/Service date is NOT reset.
Change of seals …
Group left / right
Starts animated change of seals for the brewing piston seal for the brewing group.

Beverage menu 13
2.1 Beverage menu
Beverages
Opens the window for setting recipes
•Before making changes, always select the required beverage button
Symbol
Expert mode
Used to set a user-defined quality level
Service PIN must be entered
With Coffee:
•Pressing force [1-5]
•Wet pressing [0–40]
•Dry pressing [1-5]
Higher value -> higher tamper force
Higher value -> higher pressing -> longer brewing time
Higher value -> higher pressing -> dry coffee grounds
With Auto Steam:
•Air pump start [°C]
•Air pump stop [°C]
Symbol
Information
Shows information about the last brewing cycle
Symbol
Testing
Starts a beverage dispensing with the changed recipe
Stops the beverage test
Symbol
Save
Saves the changed beverage settings
Symbol
Load rec-
ipe
Changes the beverage button assignment or loads a new recipe on the selected button.
•Selection recipe source (->Customer / -> KD / -> Factory) from beverage list
Comment text and recipe settings are shown on the bottom left
Symbol
Delete
Deletes a recipe from customer memory
Symbol
Testing
Starts a beverage dispensing with the changed recipe
Stops the beverage test
Symbol
Save
Saves the changed recipes selection

Beverage menu 14
Beverages
Opens the window for setting recipes
•Before making changes, always select the required beverage button
Symbol
Text
Used to assign an user-defined beverage name
•Activate keyboard with the “Show keyboard” symbol
•Enter a new beverage name and save by pressing “Save”
In the Comments pad a note about the beverage can be saved
(e.g. Müller bakery)
•Activate keyboard with the “Show keyboard” symbol
•Enter a message text and save by pressing “Save”
Symbol
Information
Shows information about the last brewing cycle
Symbol
Testing
Starts a beverage dispensing with the changed recipe
Stops the beverage test
Symbol
Save
Saves the changed beverage settings
Symbol
Testing
Starts a beverage dispensing with the changed recipe
After the beverage has been dispensed fully, information about the last dispensing is displayed automatically.
If the button is pressed again during beverage test, then the sampling is stopped.
Symbol
Save
Saves the changed beverage settings
Before saving, a prompt appears asking whether to save the changes or create a new recipe.

System menu 15
2.2 System menu
System
Used to select various functions and machine settings
Language
Select the required language
Operating
options
Used to select various additional functions and settings
SteamJet
Activates/deactivates the SteamJet and allows to adjust the SteamJet dispensing time
If s SteamJet dispensing time is activated, the symbol appears for triggering the
Steamjet on the display.
Barista pad
Activates/deactivates the Barista pads for both brewing groups
After activation, the set beverage strength can be adjusted within +/-15 % of the
default setting.
- One bean, -15 % from the default ground coffee quantity of the beverage
- Two beans > default setting and no setting deviation
- Three beans > +15% of the standard coffee volume set for this product
Brewing time
control
Activates/deactivates the brewing time control
If brewing time control is activated, the checkbox for the reference beverage must be set in
the beverage recipe for each brewing group. Afterwards, the average brewing time for the last
3 brewing cycles is displayed.
3 different levels can be activated for brewing time control:
- regular -> The last 20 brewing cycles are evaluated - slow rule!
- fine -> The last 10 brewing cycles are evaluated – quick rule
-
sensitive
-> The last 5 brewing cycles are evaluated – very quick rule

System menu 16
System
Used to select various functions and machine settings
Operating
options
Used to select various additional functions and settings
Display text
Activates/deactivates the Bean type oder beverage name display
•Beverage names
If the – beverage names – display text is selected, the cup symbols and associated bever-
age names appear in the display
•Bean type
If the – bean type – display text is selected, the bean types in used for each brewing group
appear in the display The bean type designations also need to be entered via the menu
– Bean type … .
Bean type ...
The bean types can be entered for each brewing group here
•This function is only available if the Bean types option was selected under – Display text.
Portioner
left
Used to assign an user-defined designation for the bean type for the left
brewing group
•Enter the new beverage name and save
Portioner
right
Used to assign an user-defined designation for the bean type for the
right brewing group
•Enter the new beverage name and save
Milk foam
selection
Activates/deactivates the option for selecting the milk foam quality on the display
If milk foam selection is active, the desired milk foam quality must be selected on the display
before starting Auto Steam dispensing.
Signal tone
end of brewing
Activates/deactivates a signal tone which sounds after the brewing cycle is completely
finished
If the signal tone is active, a brief signal tone sounds once the brewing cycle is completely fin-
ished.

System menu 17
System
Used to select various functions and machine settings
Operating
options
Used to select various additional functions and settings
Auto Start
Activates/deactivates the Auto Start function
Only one beverage button must be engaged for the brewing group to carry out the Auto Start
function. The other two buttons must be blocked.
If the Auto Start function is active, the active beverage is dispensed immediately after inserting
the portafilter.
•Define beverage button for Auto Start at brewing group
•Lock the remaining beverage buttons for this brewing group
External grinding
left or right
The function of the manual insert button can be entered for each brewing group here
Following options are available:
Inactive - Manual grinding is not possible, manual insert button is not lit up
Active - Ground coffee can be added manually, manual insert button is lit up, and internal
recipes are used
Custom recipes - Ground coffee can be added manually, manual insert button is lit up, and
custom recipes can be programmed
Active time
manual insert
button
Activates/deactivates active time for manual insert
If manual dispensing is launched via the “hand symbol” but the portafilter is not removed for
filling, this active time can be used to configure when manual dispensing is to be terminated and
when the machine is ready for operation again.
The following settings are available:
Off – Active time is deactivated -> Dispensing which was started manually is not terminated
5 sec – 30 sec active – the dispensing which was started manually is automatically aborted
after the active time set here if the portafilter is not removed beforehand.

System menu 18
System
Used to select various functions and machine settings
Settings ...
Used to select various additional functions and settings
Cups
illumination
Activates/deactivates cup room illumination and allows to adjust the intensity of the illumi-
nation
If cups illumination is active, the front part of the work area is illuminated
Rear cover
illumination
Activates/deactivates rear cover illumination and allows to adjust the color of the illumina-
tion
Display
brightness
Used to enter the "Display brightness"
Cup heater
Activates/deactivates cup heater, cup table heating
Touch calibration
Used to recalibrate the touch display again
Water filter ...
Used to make water filter settings
Selection is only available if the user has the necessary authorizations or after entering the ser-
vice PIN
Water filter
Activates/deactivates use of the water filter
A water filter is recommended if the carbonate hardness is >5 °dKH.
The please descale prompt appears 1x per year
Filter capacity
The Filter capacity must be entered here
Default = Filter capacity table – Bestmax XL – at 10 °dKH
•Read the filter capacity using the water carbonate hardness entry in
the filter capacity table and enter it here

System menu 19
System
Used to select various functions and machine settings
Settings ...
Used to select various additional functions and settings
Water filter ...
Used to make water filter settings
Selection is only available if the user has the necessary authorizations or after entering the ser-
vice PIN
Measured
water hardness
Enter the measured water hardness here
A water filter is recommended if the carbonate hardness is >5°dKH.
When Water filter setting is active:
This entry is only used to provide information about previous/future
measurements and thus to check for possible changes in the water hardness
When Water filter setting is not active:
This entry is used to determine the descaling prompt

System menu 20
System
Used to select various functions and machine settings
Settings ...
Used to select various additional functions and settings
Date / Time
Date / TimeYou can set the time and date here
If a telemetry journal has been activated under machine configuration, the machine time is
obtained via the telemetry server, date/time is greyed out
Set the time zone
Used to set the local time zone
Daylight
saving time
Used to automatic switch between daylight saving time and winter time
If summer time is activated, the machine time changes automatically between daylight
saving time and winter time