TESTO Saveris Series Training manual

Pharma Solutions
Measurement data monitoring system:
testo Saveris
Software:
testo Saveris CFR 4.6 SP1
testo Saveris CFR transport add-on
Commissioning instructions

Contents
Contents
1About this document ...........................................................................7
1.1 Symbols and writing standards ............................................................................. 7
1.2 Warning notices .................................................................................................... 8
2Safety and disposal..............................................................................8
2.1 Safety.................................................................................................................... 8
2.2 Batteries................................................................................................................ 9
3Protecting the environment.................................................................9
4Support .................................................................................................9
5Commissioning instructions.............................................................10
5.1 System requirements .......................................................................................... 10
5.1.1 Computer ................................................................................................................... 10
5.1.2 Operating system and database ................................................................................ 10
5.1.3 Network environment ................................................................................................. 12
5.1.3.1 WLAN-specific data.............................................................................................................12
5.1.3.2 Technical data for a secure WLAN ......................................................................................12
6Commissioning ..................................................................................13
6.1 Flowchart: Configuration for monitoring stationary zones................................... 13
6.2 Flowchart (“Mobile monitoring”): Configuration for transport monitoring with
Saveris radio data loggers .................................................................................. 15
6.3 Commissioning the Saveris base........................................................................ 17
6.3.1 Inserting SIM card (optional) ...................................................................................... 17
6.3.2 Connecting network cable to the Saveris base .......................................................... 18
6.3.3 Connecting GSM antenna (optional) .......................................................................... 19
6.4 Connecting Saveris base to power supply.......................................................... 19
6.4.1 Power supply via mains unit....................................................................................... 19
6.4.2 Power supply via plug-in/screw connection (optional)................................................ 20
6.4.3 Connecting USB cable (optional) ............................................................................... 21
6.4.4 Assigning an IP address to the Saveris base (optional) ............................................. 22
6.5 Commissioning of radio data loggers in testo Saveris ........................................ 23
6.5.1 Inserting batteries into Saveris radio data logger ....................................................... 23
6.5.2 Registering Saveris radio data loggers in the system ................................................ 24

Contents
6.6 BT Gateway for testo 182................................................................................... 26
6.6.1 Equipment required .................................................................................................... 26
6.6.2 Establishing connections to the gateway.................................................................... 26
6.6.3 Configuring the BT Gateway for testo 182.................................................................. 27
6.6.3.1 Configuring operation via WLAN ......................................................................................... 28
6.6.3.2 Configuring operation via Ethernet / LAN ............................................................................ 29
6.6.3.3 Configuring the AWS Bucket ............................................................................................... 29
6.6.4 Carrying out firmware updates ................................................................................... 30
6.7 Commissioning testo Saveris software............................................................... 30
6.7.1 Installing testo Saveris software ................................................................................. 30
6.7.2 Installing Saveris mail services................................................................................... 31
6.7.2.1 Installing MAPI mail............................................................................................................. 31
6.7.2.2 Installing SMTP mail ........................................................................................................... 33
6.7.2.3 Installing testo Saveris CFR transport add-on ..................................................................... 34
6.8 Initial commissioning of the hardware ................................................................ 35
6.9 Configuring hardware ......................................................................................... 41
6.9.1 Integrating testo Saveris 2 H2 WLAN data logger ...................................................... 43
6.9.2 Integration of Ethernet data loggers into testo Saveris (optional) ............................... 45
6.9.2.1 Connecting network cable ................................................................................................... 45
6.9.2.2 Connecting testo Saveris Ethernet data logger to power supply (mains unit) ...................... 46
6.9.2.3 Connecting USB cable and installing driver (optional) ......................................................... 47
6.9.3 Integrating testo Saveris analog coupler (optional)..................................................... 48
6.9.4 Integrating testo Saveris transmitter........................................................................... 52
6.9.5 Integrating testo Saveris router (optional)................................................................... 52
6.9.5.1 Connecting testo Saveris router to power supply (mains unit) ............................................. 53
6.9.5.2 Connecting testo Saveris router to power supply (mains unit) ............................................. 53
6.9.5.3 Registering testo Saveris router .......................................................................................... 55
6.9.5.4 Assigning data loggers ........................................................................................................ 56
6.9.5.5 Connecting Saveris routers in series................................................................................... 58
6.9.6 Integrating Saveris converter (optional)...................................................................... 61
6.9.7 Integrating Saveris extender....................................................................................... 61
6.9.8 Integrating Saveris cockpit unit (optional)................................................................... 62
6.9.8.1 Registering Saveris cockpit unit .......................................................................................... 63
6.9.8.2 Fitting Saveris cockpit unit in the driver's cab and connecting it to a power supply.............. 65

Contents
6.10 Installation of the components ............................................................................ 66
6.10.1 Mounting the Saveris base on the wall....................................................................... 66
6.10.2 Setting up Saveris base with the stand ...................................................................... 67
6.10.3 Wall mounting of data loggers.................................................................................... 68
6.10.3.1 Wall mounting of T1/T1D/T2/T2D/Pt/PtD/H4D radio data loggers ....................................... 68
6.10.3.2 Wall mounting of testo Saveris 2 H2 WLAN data loggers ....................................................70
6.10.3.3 BT Gateway for testo 182 wall mounting .............................................................................70
6.10.3.4 Removing components from the wall bracket ...................................................................... 72
6.10.4 Checking the measurement system again ................................................................. 72
6.11 Performing test run ............................................................................................. 73
6.11.1 Checking system availability ...................................................................................... 73
6.11.2 Performing system test............................................................................................... 74
7Maintenance .......................................................................................75
7.1 Data backup........................................................................................................ 75
7.1.1 Creating backup ......................................................................................................... 75
7.1.1.1 Automatic backup of the Saveris data .................................................................................75
7.1.1.2 Manual backup of the Saveris data ..................................................................................... 75
7.1.2 testo Saveris base backup ......................................................................................... 76
7.1.3 Checking the database capacity ................................................................................ 77
7.2 System settings................................................................................................... 77
7.3 Replacing components ....................................................................................... 80
7.3.1 Deleting components ................................................................................................. 80
7.3.2 Adding new components............................................................................................ 81
7.3.3 Re-registering components ........................................................................................ 85
7.4 Calibration and adjustment ................................................................................. 86
7.4.1 On-site calibration and adjustment............................................................................. 86
7.4.2 External calibration and adjustment ........................................................................... 86
7.5 Changing batteries.............................................................................................. 87
7.5.1 Changing the Saveris base batteries ......................................................................... 87
7.5.2 Changing the Saveris radio data logger batteries ...................................................... 88
7.5.2.1 Changing the Saveris Ethernet data logger / Saveris analog coupler batteries.................... 90
7.6 Update ................................................................................................................ 91
7.6.1 Carrying out software update ..................................................................................... 91
7.6.1.1 Uninstalling software ........................................................................................................... 92
7.6.1.2 Installing software................................................................................................................92
7.6.1.3 Installing server ...................................................................................................................92
7.6.2 Performing firmware system update........................................................................... 93
7.6.3 Carrying out a testo Saveris cockpit unit firmware update.......................................... 95

Contents
8Technical data.................................................................................... 97
8.1 testo Saveris base .............................................................................................. 97
8.2 Radio data loggers for testo Saveris .................................................................. 98
8.2.1 General....................................................................................................................... 98
8.2.2 testo Saveris T1 / T1D................................................................................................ 98
8.2.3 testo Saveris T2 / T2D................................................................................................ 99
8.2.4 testo Saveris T3 / T3D.............................................................................................. 100
8.2.5 testo Saveris Pt / PtD ............................................................................................... 100
8.2.6 testo Saveris H3 / H3D............................................................................................. 101
8.2.7 testo Saveris H2D..................................................................................................... 102
8.2.8 testo Saveris H4D..................................................................................................... 102
8.2.9 testo Saveris 2 H2 .................................................................................................... 102
8.3 Ethernet data loggers for testo Saveris ............................................................ 104
8.3.1 General..................................................................................................................... 104
8.3.2 testo Saveris PtE...................................................................................................... 105
8.3.3 testo Saveris T1E ..................................................................................................... 105
8.3.4 testo Saveris H4E..................................................................................................... 106
8.3.5 External probes ........................................................................................................ 106
8.3.6 testo Saveris T4E ..................................................................................................... 107
8.3.7 testo Saveris H2E..................................................................................................... 107
8.3.8 testo Saveris H1E..................................................................................................... 108
8.4 Analog couplers for testo Saveris..................................................................... 109
8.4.1 Saveris wireless analog coupler U1.......................................................................... 109
8.4.2 Saveris Ethernet analog coupler U1E....................................................................... 110
8.5 Transport data loggers for testo Saveris .......................................................... 111
8.5.1 testo 182 – BT transport data logger ........................................................................ 111
8.5.2 testo 184 · USB Transport data logger..................................................................... 111
8.6 testo Saveris router .......................................................................................... 113
8.7 testo Saveris converter..................................................................................... 114
8.8 testo Saveris extender...................................................................................... 114
8.9 BT Gateway for testo 182................................................................................. 115
8.10 testo Saveris cockpit unit.................................................................................. 116

1 About this document
7
1About this document
•The instruction manual is an integral part of the testo Saveris measurement
data monitoring system.
•Keep this documentation to hand so that you can refer to it when necessary.
•Please read this instruction manual through carefully and familiarize yourself
with the product before putting it to use.
•Hand this instruction manual on to any subsequent users of the product.
•Pay particular attention to the safety instructions and warning advice in order
to prevent injury and damage to the product.
•Please read this instruction manual through carefully and familiarize yourself
with the product before putting it to use.
1.1 Symbols and writing standards
Display Explanation
Note: basic or further information.
1. ...
2. ...
Action: several steps, the sequence must be followed.
•…
List
> ...
Action: one step or optional step.
- ... Result of an action.
✓…
Requirement
...
...
Position numbers for the clarification of the relationship
between text and picture.
Menu
Elements of the instrument, the instrument display or the
program interface.
[OK]
Control keys of the instrument or buttons of the program
interface.
... | ...
Functions/paths within a menu.
“...” Example entries

2Safety and disposal
8
1.2 Warning notices
Always pay attention to any information marked with the following warning
notices along with warning pictograms. Implement the specified precautionary
measures!
DANGER
Life
-threatening danger!
WARNING
Indicates possible serious injuries.
CAUTION
Indicates possible minor injuries.
ATTENTION
Indicates possible damage to equipment.
2Safety and disposal
2.1 Safety
•Always operate the product properly, for its intended purpose and within the
parameters specified in the technical data. Do not use any force.
•Never use the Saveris probes to measure on or near live parts.
•Only carry out maintenance and repair work on the components of the testo
Saveris measurement data monitoring system that are described in the
documentation. Follow the prescribed steps exactly when doing the work.
Use only original spare parts from Testo.
•The use of the wireless module is subject to the regulations and stipulations
of the respective country of use and, in each case, the module may only be
used in countries for which a country certification has been granted. The
user and every owner undertake to adhere to these regulations and
prerequisites for use and acknowledge that the re-sale, export, import, etc. in
particular in, to or from countries without wireless permits, is their
responsibility.
•When selecting the mounting location, ensure that the permissible ambient
and storage temperatures are adhered to.
At temperatures below 5°C, the (rechargeable) batteries will not charge;
there is only a limited possibility of reliable system operation in this
temperature range.

3 Protecting the environment
9
•Do not use the product if there are signs of damage to the housing.
•Do not commission the instrument if there are signs of damage on the
housing.
•Dangers may also arise from objects being measured or the measuring
environment. Always comply with the locally valid safety regulations when
carrying out measurements.
•Do not store the product together with solvents.
2.2 Batteries
The batteries in the Saveris base, the Saveris Ethernet data loggers and the
Saveris analog couplers are wearing parts which have to be replaced after
approx. 2 years. If batteries are faulty, it is not possible to guarantee full
operability of the GSM module. In the event of a power failure, data loss cannot
be ruled out for all components. When a component's batteries are no longer
fully functional, it triggers a Defective battery system alarm.
The batteries (order no. 0515 5021) should then be replaced immediately to
ensure full functionality and data security.
3Protecting the environment
•Dispose of faulty and spent batteries in accordance with the valid legal
specifications.
•At the end of its useful life, deliver the product to the separate collection
point for electric and electronic devices (observe local regulations) or return
the product to Testo for disposal.
•WEEE Reg. No. DE 75334352
4Support
You can find up-to-date information on products, downloads and links to contact
addresses for support queries on the Testo website at: www.testo.com.

5Commissioning instructions
10
5Commissioning instructions
5.1 System requirements
5.1.1 Computer
The following RAM and processor requirements apply to all SQL Server
editions:
Component Requirements
RAM Minimum
•
Express editions: 512 MB
•
All other editions: 1 GB
Recommended
•
Express editions: 1 GB
•
All other editions: at least 4 GB. As the
database size rises, the mem
ory should also be
increased in order to ensure optimum
performance.
Processor speed: Minimum
•
X64 processor: 1.4 GHz
Recommended
•
2.0 GHz or faster
Processor type X64 processor
•
AMD Opteron, AMD Athlon 64, Intel Xeon with
Intel EM64T support, Intel Pentium IV with
EM64T support
5.1.2 Operating system and database
Saveris server
SQL Server® 2017 Express is supplied.
This requires a 64-bit operating system from the following list:
Windows®Server 2016 or compatible next version is generally
recommended for new installations.
Windows®Server 2016 is required for operating testo Saveris CFR
Transport Add-on (0572 1860).
• Windows®Server 2016 Datacenter
• Windows®Server 2016 Standard
• Windows®Server 2012 R2 Datacenter
• Windows®Server 2012 R2 Standard

5 Commissioning instructions
11
• Windows®Server 2012 R2 Essentials
• Windows®Server 2012 R2 Foundation
• Windows®Server 2012 Datacenter
• Windows®Server 2012 Standard
• Windows®Server 2012 Essentials
• Windows®Server 2012 Foundation
• Windows®10 Home
• Windows®10 Professional
• Windows®10 Enterprise
• Windows®10 IoT Enterprise
• Windows®8.1
• Windows®8.1 Pro
• Windows®8.1 Enterprise
• Windows®8
• Windows®8 Pro
• Windows®8 Enterprise
Microsoft®SQL Servers as from SQL Server 2005 are supported.
testo Saveris works with an SQL database. If an SQL database is
already on the installation PC, a second instance can be created for
testo Saveris.
Saveris servers require 64-bit Windows operating systems (see
“Saveris servers” list). Saveris Client, Saveris Viewer, Saveris startup
wizard and Saveris Ethernet configuration wizard are compatible with
Windows®7 SP1 64-bit/ 32-bit (or higher).
The computer's processor, hard disk and interfaces must be configured
for continuous operation in order to ensure smooth automatic
operation.
If necessary, check your computer's energy-saving options.
SQL Server® 2017 Express is a product of Microsoft Corporation
(Redmond, USA). Please pay attention to the current information from
the manufacturer about this product.
Date and time settings will be automatically adopted from the PC. The
administrator must make sure that the system time is regularly
compared with a reliable time source and adjusted if necessary, so as
to ensure the authenticity of the measurement data.
In client-server operation, we recommend a network with AD and DNS
(Domain Name System) to enable online updating using MSMQ
(Microsoft®Message Queuing).

5Commissioning instructions
12
When access to the Saveris instance of the Microsoft®
SQL database is
to be performed via a firewall, a port in the firewall must be enabled for
this. Note the safety instructions from Microsoft®for this.
The use of virus scanners can noticeably reduce system performance,
depending on the configuration.
When installing the software on virtual operating systems, the available
system resources must be checked and, if necessary, improved.
The USB connection works unreliably in combination with virtual
systems, which is why we recommend connecting the base via
Ethernet.
5.1.3 Network environment
The testo Saveris software is installed as a client / server installation. In the
process, the database and Saveris Client are installed on a server computer and
the Client and Viewer program components can also be installed on additional
client computers.
5.1.3.1 WLAN-specific data
WLAN data loggers
0572 2035 01
Feature
Radio frequency
2.4 GHz (IEEE 802.11 b/g/n)
General encryption
method WEP, WPA (TKIP), WPA2 (TKIP, AES, CCMP)
WPA2 Enterprise
EAP-TLS, EAP-TTLS-TLS, EAP-TTLS-MSCHAPv2,
EAP-TTLS-PSK,
EAP-PEAPO-TLS, EAP-PAPO-MSCHAPv2, EAP
PEAPO-PSK,
EAP-PEAP1-TLS, EAP-PEAP1-MSCHAPv2, EAP-
PEAP1-PSK
5.1.3.2 Technical data for a secure WLAN
Ports
The testo Saveris 2 H2 WLAN data logger uses the http protocol which
communicates via port 80.
During the initial configuration, it is possible to choose whether DHCP
or static IP is to be used (select expert mode)

6 Commissioning
13
6Commissioning
6.1 Flowchart: Configuration for
monitoring stationary zones
Start
No
Ye
s
Integrate router
Register probe on
Saveris base
Insert batteries into
probe
Register probe on
Saveris base
Connect GSM
antenna
Insert batteries into
probe
Connect USB
cable and power
supply to base
Connect USB cable and
power supply to base
Base with
GSM module?
Use router?
No
Yes
Insert SIM card

6Commissioning
14
No
No
Mount hardware
Perform test run
Launch software
Create zones
Configure alarms
Start up hardware
using the startup
wizard.
Integrate converter
Use converter?
Use Ethernet probe?
Integrate Ethernet
probe
Yes
Yes
End
Install software

6 Commissioning
15
6.2 Flowchart (“Mobile monitoring”):
Configuration for transport monitoring
with Saveris radio data loggers
Connect USB
cable and power
supply to base
Register radio data
logger on Saveris
base
Use cockpit
unit?
Integrate cockpit unit
Base with GSM
module?
Insert batteries into
probe
Yes
No
Insert SIM card
Connect USB cable and
power supply to base
Register radio data
logger on Saveris
base
Insert batteries into
radio data logger
Connect GSM
antenna
Ye
s
No
Start

6Commissioning
16
End
Install software
Connect Saveris
base to PC and start
up hardware
Integrate extender
Launch software
Perform test run
Mount hardware
Create zones
Configure alarms

6 Commissioning
17
6.3 Commissioning the Saveris base
6.3.1 Inserting SIM card (optional)
For a Saveris base with integrated GSM module, you must insert the SIM card.
The SIM card for sending SMS messages is not included in the scope
of delivery and must be purchased separately from a mobile phone
provider.
It is recommended that you use a contract card instead of a so-called
prepaid card, as no alarm messages can be sent if you use up your
credit.
1
Switch off the Saveris base (with the Info Base view selected, press
[ESC] briefly twice).
2
Undo the screw connection and remove the base plate from the
Saveris base.
3
Push the SIM card into the card slot as shown.
The SIM card pushes the catch to the side as it is being
inserted. If the card is inserted, a spring pushes the catch back
and the SIM card is thus secured in the card slot.
4
Place the base plate on the Saveris base and screw it down.

6Commissioning
18
6.3.2 Connecting network cable to the Saveris
base
1
Undo screw connection and remove.
2
Take cover off Saveris base.
3
Plug the network cable into the Saveris base.
4
Connect the network cable to the Ethernet.

6 Commissioning
19
6.3.3 Connecting GSM antenna (optional)
1
Fit antenna cable onto the coaxial connector and screw in .
6.4 Connecting Saveris base to power
supply
You can connect the Saveris base to the power supply via the mains unit which
is included or via the 24 V AC/DC plug-in/screw terminal.
6.4.1 Power supply via mains unit
1
Connect mains cable to the Saveris base.

6Commissioning
20
2
Ensure that cabling cannot be pulled out using a cable tie at the eyelets
for strain relief .
3
Connect mains plug to the power supply.

The Saveris base automatically starts up and is ready for operation
once the language has been selected on the base.
6.4.2 Power supply via plug-in/screw connection
(optional)
1
Loosen clamping screws no. 1 and no. 2.
2
Put cable into the terminals as shown in the illustration. Observe
permissible operating voltage!

The Saveris base automatically starts up and is ready for operation
once the language has been selected on the base.
3
Tighten clamping screws.
4
Ensure that cabling cannot be pulled out using a cable tie at the eyelets
for strain relief .