Systems With Intelligence IM500 User manual

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Note: Please read this manual thoroughly before operating this unit and retain it for future reference.
IM500-SM500 –IoT Module
2021.03.09 [D017-0025-200-02]
User’s Guide
[e-mail]
www.SystemsWithIntelligence.com

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Copyright
COPYRIGHT © 2021 Systems With Intelligence Inc. ALL RIGHTS RESERVED.
Dissemination or reproduction of this document, or evaluation and communication of its contents, is not
authorized except where expressly permitted. Violations are liable for damages. All rights reserved, particularly
for the purposes of patent application or trademark registration.
This document contains proprietary information, which is protected by copyright. All rights are reserved. No part
of this document may be photocopied, reproduced or translated to another language without the prior written
consent of Systems With Intelligence Inc.
Disclaimer of Liability
We have checked the contents of this manual against the hardware and software described. However, deviations
from the description cannot be completely ruled out.
Systems With Intelligence shall not be liable for any errors or omissions contained herein or for consequential
damages in connection with the furnishing, performance, or use of this material.
The information given in this document is reviewed regularly and any necessary corrections will be included in
subsequent editions. We appreciate any suggested improvements. We reserve the right to make technical
improvements without notice.
Contacting Systems With Intelligence
6889 Rexwood Road, Unit #9, Mississauga, Ontario, L4V 1R2 Canada
Phone: [phone] Email: [e-mail]
www.SystemsWithIntelligence.com
Technical Support
International [phone] Fax: [phone]
Email: support @SystemsWithIntelligence.com

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Federal Communications Commission Radio Frequency
Interference Statement
This equipment has been tested and found to comply with the limits for a Class A digital device pursuant
to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful
interference when the equipment is operated in a commercial environment. This equipment generates,
uses and can radiate radio frequency energy and, if not installed and used in accordance with the
instruction manual, may cause harmful interference to radio communications. Operation of this
equipment in a residential area is likely to cause harmful interference in which case the user will be
required to correct the interference on his own expense.
CAUTION
This product contains no user-serviceable parts. Attempted service by unauthorized personnel shall
render all warranties null and void. Changes or modifications not expressly approved by Systems With
Intelligence Inc. could void the user’s authority to operate the equipment. Should this device require
service please contact Systems With Intelligence.

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1Table of Contents
2Terminology ........................................................................................................................................................................... 7
3Read Me First ......................................................................................................................................................................... 8
4Introduction –IM500 and SM500 Overview .............................................................................................................. 9
5First Time Setup ..................................................................................................................................................................11
5.1 Initial Administrator..................................................................................................................................11
5.2 Setup Operator.........................................................................................................................................12
5.3 Registration ..............................................................................................................................................12
6Administration Tasks.........................................................................................................................................................14
6.1 Add New Device via ID..............................................................................................................................14
6.2 Add New Device via Camera Scanning .....................................................................................................15
6.3 User Profile –Operator Page....................................................................................................................16
6.4 User Profile –Administrator Page............................................................................................................16
6.5 Add New Users .........................................................................................................................................18
6.6 Pending Invitation: Update or Delete.......................................................................................................19
6.7 Operator Account Management ..............................................................................................................20
6.7.1 Configure Access Permission............................................................................................................20
6.7.2 Delete User or Promote to Administrator........................................................................................20
6.8 Accept Invitation.......................................................................................................................................21
6.9 User Activity Logs .....................................................................................................................................22
6.10 Set Logo ....................................................................................................................................................23
6.11 Enable 2-Factor Authentication................................................................................................................24
6.12 Contact Us ................................................................................................................................................25
6.13 Snapshot Limit Alert .................................................................................................................................26
6.14 Notifications of Organization Change.......................................................................................................27
7Everyday operation............................................................................................................................................................28
7.1 Log-in ........................................................................................................................................................28
7.2 List All Devices - Main Page ......................................................................................................................29
7.3 Unit status ................................................................................................................................................30
7.4 Device Page ..............................................................................................................................................31
7.5 Title, quota and setup buttons.................................................................................................................32

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7.5.1 Device Status - Ping Device...............................................................................................................33
7.5.2 Historical data...................................................................................................................................34
7.5.3 Graph temperature difference.........................................................................................................36
7.5.4 Thermal Snapshot.............................................................................................................................37
7.5.5 Visual Snapshot.................................................................................................................................38
7.5.6 Data and Digital I/O Status ...............................................................................................................39
7.6 Historical Alarm Triggers ..........................................................................................................................40
7.7 Digital I/O..................................................................................................................................................41
7.8 Gallery.......................................................................................................................................................42
7.9 Data Export...............................................................................................................................................43
7.10 E-mail Alarm Notification .........................................................................................................................44
8IM500 Configuration.........................................................................................................................................................45
8.1 Device Setup.............................................................................................................................................45
8.2 Edit Device List..........................................................................................................................................47
8.3 Change Password......................................................................................................................................48
8.4 IRCam Setup .............................................................................................................................................49
8.5 Setup Alarms and Events..........................................................................................................................52
8.6 Configure Thermal Alarm .........................................................................................................................52
8.6.1 Absolute Comparison .......................................................................................................................53
8.6.2 Relative Comparison.........................................................................................................................54
8.6.3 Relative Delta Comparison ...............................................................................................................56
8.6.4 Three Way Delta...............................................................................................................................58
8.7 Configure Digital Input Alarm...................................................................................................................59
8.8 Configure Interval Snapshot.....................................................................................................................60
8.9 Configure Daily Snapshot .........................................................................................................................60
9SM500 Configuration........................................................................................................................................................61
9.1 Introduction..............................................................................................................................................62
9.1.1 General Application..........................................................................................................................62
9.1.2 Mapping............................................................................................................................................64
9.2 Stage 1: Add New SM500 Device..............................................................................................................65
9.3 Stage 2: Device Setup ...............................................................................................................................66
9.3.1 SM500 Setup Page............................................................................................................................66

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9.3.2 Communication Setup......................................................................................................................67
9.4 Stage 3: Modbus Setup.............................................................................................................................68
9.4.1 Add New Points ................................................................................................................................68
9.4.2 Coil Register [1 –9999].....................................................................................................................70
9.4.3 Discrete Input Registers [ 10001 –19999] .......................................................................................71
9.4.4 Input Registers [30001 –39999] ......................................................................................................72
9.4.5 Holding Registers [40001 –49999]...................................................................................................73
9.5 Stage 4: Setup Alarms and Events............................................................................................................74
9.5.1 Analog Alarm ....................................................................................................................................75
9.5.2 Binary Alarm .....................................................................................................................................76
9.5.3 Configure DI......................................................................................................................................77
9.6 Digital I/O..................................................................................................................................................77
10 Data Visualization ..........................................................................................................................................................78
10.1 Start: New View........................................................................................................................................80
10.2 Type: Display Box......................................................................................................................................81
10.3 Type: Table ...............................................................................................................................................83
10.4 Type: Digital I/O........................................................................................................................................85
10.5 Type: Gauge..............................................................................................................................................86
10.6 Type: Line chart (IM500) ..........................................................................................................................87
10.7 Type: Line chart (SM500)..........................................................................................................................88
10.8 Type: Write box (SM500)..........................................................................................................................90
10.9 Type: Snapshot (IM500) ...........................................................................................................................91
10.10 Export to file .........................................................................................................................................92

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2Terminology
These are terms and abbreviations used in this document:
Alarm
•The detection of a state change is recording a new entry in the log. E.g.
Digital Input wired to door contact is changing state from closed to open;
the average temperature is above threshold value.
Event
•Repetitive action based on a time schedule; E.g. snapshots every one hour.
•A one-time action triggered by an Alarm. E.g. turn on buzzer when Door
opens.
Digital Input/
Output
(DI/O)
•A Digital Input (DI) monitors the state of a contact and the output is passed
to the processing application as a binary signal 1 or 0. E.g. A door open is ‘0’
and a door closed is binary ‘1’.
•The Digital Output (DO) executes a binary command by operating a relay.
E.g. the relay output is closed to turn the lights on.
DNP3
•Distribute Network Protocol v3: Real-time communication protocol (Ethernet
or Serial) used by the SCADA systems.
Modbus
•Simple industrial communication protocol used for communication between
PLC/RTU/Controllers and SCADA.
SCADA
•Supervisory Control and Data Acquisition: a control system for supervisory
management of electric utilities and processing plants.
Web browser
•A web browser is a software application for accessing information on the
World Wide Web. Currently supported Chrome and Firefox.
LAN / WAN
•Local Area Network / Wide Area Network
RS485
•Serial communication using 2 or 4 wires that allows daisy-chaining multiple
electronic devices.

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3Read Me First
This chapter describes how the guide is organized and how to use it. The document is divided into
sections ordered chronological and frequency of use.
Section 5 - One-time configuration
This section will guide you through the user registration process.
Section 6 –Administration tasks
This section contains administration instructions required to maintain your organization.
Section 7 - Everyday operation
You will learn how to do the everyday tasks and use all the features of the system.
Section 8 –IM500 Configuration
Instructions for configuring the IM500 for temperature measurements and thermal alarm
reporting.
Section 9 –SM500 Configuration
Step-by-step instructions to configure the SM500 to monitor and report measurements
from your installation.
Section 10 –Data Visualization
Instruction for building a customized Dashboard for viewing your data.
Throughout this manual you will find two distinctive paragraphs:
Best practice –recommendations based on FAE experience and customer feedback.
Troubleshooting - tests and solutions for most common situations.

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4Introduction –IM500 and SM500 Overview
The IM500 Industrial IoT Module monitors and collects asset health data from remote sites. Thermal
monitoring mitigates the risks of failure from overheating assets and connection points. Analytics detect
anomalies and provide automatic warnings. The visual camera provides situational awareness in remote
locations.
The SM500 IoT Module is a data concentrator and protocol converter equipped with a wireless
communication that collects data from remote sensors and makes it available for online viewing and
SCADA integration.
Figure 4-1 Industrial IoT Architecture
The Figure 4-1 presents the IoT architecture and how data is collected, processed and visualized.
IM500 and SM500 Digital Input/ Output Interface
•IM500 has two digital inputs and one output.
•Digital inputs are wet contact (12VDC input to activate).
•Digital output is rated to maximum 500mA at 30VDC.
•SM500 only: RS485 serial communication with Modbus protocol.
DASHBOARD –Data Visualization
•Monitor the site and control remote sensor module.
•Thermal trending of monitored assets.

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•Thermal and visual snapshots
•Configure thermal analytics and alarms.
WIRELESS COMMUNICATION
•LTE-M or 3G wireless communications.
•Secure encrypted connection to SWI Application Cloud.
•Bi-directional data flow.
INTEGRATION
•Data collected by IM500 and SM500 can be integrated with a SCADA system or other asset
monitoring software, by using the optional ISG500 (Intelligent Sensor Gateway).
UTILITY GRADE
•Designed for the harsh conditions found in electric power environments.
•Immune to the effects of EMI, ESD and voltage surges.

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5First Time Setup
This setup is required only once by each member of your organization. This chapter will guide you through
the first time setup and registration. The “SWI Dashboard” grants access two types of accounts:
•Administrator –this account is for adding new devices and new users to organization.
•Operator –this account is for day-to-day operation: view and configuration.
Figure 5-1 First Time Administrator
5.1 Initial Administrator
The initial organization creation request is done through the dashboard (https://iot-
systemswithintelligence.com/login/request, this URL may change in the future), not by sending an email.
The person who submits this request would be the initial administrator and is responsible for adding new
Administrator and Operator accounts. There can be multiple administrators.

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To complete this task you must have internet access via WI-FI, Cell or Ethernet. Follow the instructions
below (5.3) and then proceed to section 6:
1. Using your preferred web browser go In https://iot-systemswithintelligence.com/ .
2. Click “Create Account”.
3. Click “Request Account”.
4. Type in your name.
5. Type in your e-mail address.
6. Type a new password.
7. Type the same password for verification.
8. Enter the name of your company.
9. Enter the Device Serial (ID) if you have access to any device or type in the P.O. Number.
10. Press the “Submit” button.
5.2 Setup Operator
The Operator account has full access to configuration and data but cannot add new users. An
Administrator of your IoT Dashboard organization must send you an invitation then follow the
instructions below.
5.3 Registration
You register after you receive the e-mail from [e-mail] –see Figure
5-2. The e-mail contains an invitation code and a website link –arrow 2. Click the link and your web
browser will open the “New user log-in” page as seen in Figure 5-3.
Figure 5-2 Registration e-mail

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Create account instructions –follow Figure 5-3:
1. Type your e-mail address
2. Type a password; must be at least 8 characters long.
3. Retype the password.
4. Copy and paste the invitation code from the e-mail if not already
filled.
Click the “Sign in” button. You will receive a registration confirmation e-mail.
Troubleshooting: If you do not receive the invitation e-mail in the next 24 hours please contact SWI for
assistance. Also check your “Spam” folder; the e-mail may be filtered out.
Figure 5-3 New user log-in

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6Administration Tasks
The Administrator is responsible for activating new IM500/ SM500 IoT units and for adding new users to
the organization. The instructions in this section can be performed only by an Administrator.
6.1 Add New Device via ID
One of the first task of an Administrator is to add new devices to the Dashboard. The first method to add
a IoT unit is to use the ID of the device which is located on the back label of the enclosure. You could do
this setup with the unit powered off. The second method requires the use of the built-in video camera
and is described in section 6.2.
Figure 6-1 Add New Device
You must have internet access via WI-FI, Cell or Ethernet. Using your preferred web browser go to
https://iot-systemswithintelligence.com/login and log-in using the Administrator credentials. Press the
“List All Devices” in the menu then follow the instructions in Figure 6-1:
1. Click “List All Devices” in the menu.
2. Click the “Add New Device” button located on the top-right of the window.
3. Type the “Device ID” in the new window or copy and paste from the e-mail. This info is provided
by SWI. Also, this information is on the label on the back of the device.
4. Press the “Submit” button and a confirmation message is displayed at the bottom of the page.
5. Press “List All Devices” and verify that the device is listed.
Once you complete this task the device is shown on the “List All Devices” page and you could proceed
to configuration.

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6.2 Add New Device via Camera Scanning
The second method to add a device is to scan the label on the unit using the built-in video camera of a
smart phone or a laptop; also PC with external video camera. You could do this setup with the unit
powered off. If you don’t have a functioning video camera use the method in section 6.1.
Figure 6-2 Scan New Device
You must have internet access via WI-FI, Cell or Ethernet. Using your preferred web browser go to
https://iot-systemswithintelligence.com/login and log-in using the Administrator credentials. Press the
“Add New Device” and the window shown in Figure 6-1 (A) will be displayed. Follow the instructions in
Figure 6-2.
1. Click the icon-button to the right of the “Device ID” field and a pop-up dialog box will ask for
permission to use the camera.
2. In the drop-down list select the video camera that will be used for scanning.
3. Press the “Allow” button and the pop-up dialog box will close. The video stream will be
displayed at the right of the window under the “Video device 1” drop-down.

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4. Place the IM500/SM500 unit with the label facing the camera and held it until the image is in
focus. After a successful scan the video stream stops and the ID is placed in the “Device ID” field.
Press the “Submit” button”.
Once you complete this task the device is shown on the “List All Devices” page and you could proceed
to configuration.
6.3 User Profile –Operator Page
You access your “User Profile” by clicking the “User Setting” button in the left menu. From this page the
Operator can change password and leave the organization.
6.4 User Profile –Administrator Page
You access your “User Profile” by clicking the “User Setting” button in the left menu. As the
Administrator you manage your organization accounts performing these actions:
•Add new users: Administrators and Operators.
•Promote Operators to Administrators roles.
•Delete Operators account. You cannot delete Administrators accounts.
•Monitor users.
•Change your password.
•Leave Organization (delete account).
Figure 6-3 User Profile –Administrator Page

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To access the Administrator settings log-in using the Administrator credentials. The “User Profile”
window is shown in Figure 6-3 and these are the elements:
1. Top-left shows the name of your organization.
2. Press the “User Settings” in the left menu.
3. (B) Change password: enter your current password.
4. Type your new password.
5. Retype the new password for verification.
6. Press the “Update Password” to complete the change.
7. Press the “Leave Organization” to remove your account from this organization. Once logged out
you will not be able to log-in. To get access to the Dashboard another Administrator must send
you and invitations.
8. Press the “User Activity Logs” button to see user activity – details in section 6.10.
9. Press the “Upload Logo” button to change to logo – details in section 6.9.
10. Press the “Add Account” button to create new accounts – details in section 6.5.
11. Press on the account link (red) to configure or cancel invitation –details in section 6.6.
12. Press on the account link (blue) to configure permissions –details in section 6.7.

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6.5 Add New Users
To perform this task, log-in using the Administrator credentials and press the “User Settings” menu. Press
“Add Account” button (Figure 6-3 arrow 10) and the window shown if Figure 6-4 will be displayed.
Figure 6-4 Add New Users
Instructions –follow the steps in Figure 6-4:
1. Click on the “User Type”drop-down list and select the “administrator” or “operator”. Select
“administrator” to add a new administrator; all units are accessible by default. Select “operator”
to customize which devices are accessible. For future devices you need to update the list
following the “Account Permission” described below in Figure 6-6.
2. Click in the edit box and type the user’s e-mail address.
3. Press the “+” sign to add a new e-mail field. Repeat 2 and 3 for all new users.
4. Operator only - click on the “Devices” drop-down list to display available units.
5. Operator only - click on the “Select All” to make available all units.
6. Press the “Submit” button and an invitation is sent to these e-mail addresses. Each user will have
to register following the instructions in section 5.
Note: Press the “x” to remove this e-mail field and no invitations is sent. An invitation can be canceled
later using the instructions in section 6.6.

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6.6 Pending Invitation: Update or Delete
You can delete a pending invitation before the account is created. A pending invitation is listed in red
and has to user type in brackets; see Figure 6-3 arrow 11. Click on the account name (red) and the window
shown in Figure 6-5 will be displayed.
Figure 6-5 Delete Invitation
Update invitation - follow steps 1 to 6 as shown in Figure 6-5:
1. Click on the “User Type” drop-down list if you want to change the account type.
2. Select “administrator” if you want to upgrade from “operator” or vice-versa.
3. “Operator” only – click on the “Device” drop-down list to see the units available.
4. “Operator” only – click on the “Select All” for full access.
5. “Operator” only – click on individual units to select from the list.
6. Press the “Update” button for the new settings to take effect.
Delete invitation - Figure 6-5 (arrow 7) press the “Delete Invitation” button to cancel the creation of the
account.
Press the “Back” button to return to “User Settings” page.

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6.7 Operator Account Management
The “operator” type is listed in brackets after each account in blue; see Figure 6-3 arrow 12. Click on the
account name (blue) and the window shown in Figure 6-6 is displayed. On this page you can configure
access permissions, delete the user or promote to administrator.
Figure 6-6 Configure Operator Account Permission
6.7.1 Configure Access Permission
Select the use and follow the instructions in Figure 6-6, Area A:
1. Click on the “Access Permission” drop-down list to view the available devices.
2. Click on the “Select All” to grant full access to this user.
3. Optional –click on each individual unit to grant selective access.
4. Press the “Submit” button to update the user’s account.
5. Press the “Back” button to return to “Users Settings” window.
6.7.2 Delete User or Promote to Administrator
Please note that the following operations cannot be undone. In Figure 6-6 Area B, there are two special
functions:
•“Delete User” - press this button to remove this account.
•“Promote to Administrator”- press this button to grant administrator rights to this account.