TESTO Saveris User manual

Measurement data monitoring with testo Saveris
Professional Edition
Instruction manual

2

1 Contents
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1Contents
1Contents ...................................................................................................3
2Safety and the environment....................................................................7
2.1. About this document........................................................................7
2.2. Ensure safety...................................................................................8
2.3. Protecting the environment..............................................................8
3Specifications ..........................................................................................9
3.1. Use ..................................................................................................9
3.2. System requirements.....................................................................11
4Product description...............................................................................14
4.1. Saveris base..................................................................................14
4.2. Saveris base GSM module (optional) ............................................16
4.2.1. Control keys...................................................................................................16
4.2.2. Displays .........................................................................................................17
4.3. Saveris cockpit unit........................................................................22
4.3.1. Control keys...................................................................................................23
4.3.2. Displays .........................................................................................................24
4.4. Save radio probe ...........................................................................29
4.4.1. Radio probe without display...........................................................................29
4.4.2. Radio probe with display................................................................................30
4.4.3. Meaning of the LED displays at the probes....................................................31
4.5. Saveris Ethernet probes ................................................................32
4.6. Saveris router ................................................................................34
4.7. Saveris converter...........................................................................35
4.8. Saveris extender............................................................................36
4.9. Saveris analog coupler ..................................................................37
4.10. Network environment.....................................................................37
5First steps ..............................................................................................38
5.1. Flowchart.......................................................................................38
5.2. Flow chart (Saveris mobile) ...........................................................40
5.3. Inserting SIM card (optional)..........................................................42
5.4. Connecting the network cable to the Saveris base........................43
5.5. Connecting GSM antenna (optional) .............................................44
5.6. Connecting Saveris base with power supply .................................45
5.6.1. Power supply via mains unit...........................................................................45
5.6.2. Power supply via plug-in/screw connection (optional) ....................................46
5.7. Connecting USB cable (optional)...................................................47
5.8. Inserting batteries in the probes ....................................................48
5.9. Connecting radio probe .................................................................49

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5.10. Installing Saveris software ............................................................ 51
5.11. Starting up hardware..................................................................... 52
5.12. Disconnecting USB cable ............................................................. 56
5.13. Starting Saveris software .............................................................. 56
5.14. Expand measuring system............................................................ 58
5.14.1. Integrating a Saveris router (optional)............................................................ 58
5.14.1.1. Connecting router with power supply (mains unit) ........................... 59
5.14.1.2. Connecting router with power supply (AC/DC) ................................ 60
5.14.1.3. Connecting router............................................................................ 63
5.14.1.4. Assigning probes............................................................................. 65
5.14.1.5. Connecting routers in series............................................................ 67
5.14.2. Assigning an IP address to the Saveris base (optional) ................................. 71
5.14.3. Integrating Saveris converter (optional) ......................................................... 72
5.14.4. Integrating Saveris Ethernet probe (optional)................................................. 73
5.14.4.1. Connecting the network cable. ........................................................ 74
5.14.4.2. Connecting Ethernet probe with power supply (mains unit) ............. 75
5.14.4.3. Connecting USB cable and installing driver (optional) ..................... 76
5.14.5. Assigning an IP address to the Saveris base (optional) ................................. 77
5.14.5.1. Assigning connection data............................................................... 78
5.14.5.2. Connecting Ethernet probe with the Saveris base ........................... 80
5.14.5.3. Starting up Ethernet probes............................................................. 80
5.14.6. Integrating a Saveris extender ....................................................................... 85
5.14.7. Integrating a Saveris cockpit unit (optional) ................................................... 87
5.14.7.1. Registering a Saveris cockpit unit.................................................... 88
5.14.7.2. Fitting a Saveris cockpit unit in the driver's cab and connecting to a
power supply ................................................................................... 89
5.14.8. Integrating Saveris analog coupler (optional)................................................. 91
5.15. Performing the test run ................................................................. 98
5.15.1. Checking system availability.......................................................................... 98
5.15.2. Testing the system......................................................................................... 99
5.16. Mounting the hardware ............................................................... 101
5.16.1. Mounting the Saveris base on the wall ........................................................ 101
5.16.2. Setting up Saveris base with stand.............................................................. 103
5.16.3. Mounting the probe on the wall.................................................................... 104
5.16.4. Checking the measuring system again ........................................................ 106
6Using the product ............................................................................... 107
6.1. User interface.............................................................................. 107
6.2. Menus and commands................................................................ 109
6.2.1. Start............................................................................................................. 109
6.2.2. Edit .............................................................................................................. 112
6.2.3. Axes ............................................................................................................ 115
6.2.4. Template ..................................................................................................... 116
6.2.5. Service ........................................................................................................ 116
6.2.6. Selecting projects ........................................................................................ 116
6.2.7. Style template.............................................................................................. 116

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6.3. Creating, editing and deleting zones ...........................................117
6.3.1. Creating zones.............................................................................................117
6.3.2. Changing zones...........................................................................................118
6.3.3. Deleting zones.............................................................................................118
6.3.4. Assigning zones...........................................................................................118
6.4. Setting up tours ...........................................................................119
6.4.1. Tour description ...........................................................................................119
6.4.2. Planning tours..............................................................................................120
6.4.3. Defining tours...............................................................................................121
6.4.4. Displaying tours ...........................................................................................122
6.4.5. Searching for tours ......................................................................................123
6.4.6. Changing tours ............................................................................................123
6.5. Configuring the alarms ................................................................124
6.5.1. Setting up base alarms ................................................................................125
6.5.1.1. Setting up alarms...........................................................................125
6.5.1.2. Configuring scheduling ..................................................................127
6.5.2. Setting up alarm groups...............................................................................128
6.5.2.1. Components ..................................................................................128
6.5.2.2. Channels .......................................................................................130
6.5.3. Creating recipient.........................................................................................132
6.5.4. Creating alarm rules.....................................................................................135
6.5.5. Alarm overview ............................................................................................139
6.5.6. Comments for acknowledging alarms ..........................................................139
6.6. Analyzing series of measurements..............................................140
6.6.1. Diagram view...............................................................................................140
6.6.1.1. Enlarging the view .........................................................................141
6.6.1.2. Information on a reading (crosshairs) ............................................141
6.6.1.3. Showing regression curve .............................................................141
6.6.1.4. Text field........................................................................................142
6.6.1.5. Characteristics of a curve ..............................................................142
6.6.1.6. Settings for the axes in the diagram ..............................................146
6.6.2. Histogram view ............................................................................................149
6.6.3. Monitor view.................................................................................................149
6.6.4. Table view ...................................................................................................149
6.6.4.1. Marking readings...........................................................................150
6.6.4.2. Dropping the marking ....................................................................151
6.6.4.3. Inserting extreme values or mean in the table ...............................151
6.6.4.4. Compressing readings...................................................................151
6.6.4.5. Dropping compression...................................................................152
6.6.4.6. Determining largest reading...........................................................152
6.6.4.7. Determining the smallest reading ..................................................152
6.6.4.8. Add rows .......................................................................................152
6.6.4.9. Compress......................................................................................152
6.6.4.10. Drop compression .........................................................................152
6.7. Analyzing alarms .........................................................................153
6.7.1. Checking alarms ..........................................................................................153
6.7.2. Acknowledging an alarm..............................................................................153
6.8. Creating evaluations....................................................................155
6.8.1. Printing measurement data..........................................................................155
6.8.2. Archiving with automatic reports ..................................................................156
6.9. Checking the database capacity..................................................156

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6.10. System settings........................................................................... 158
6.10.1. General settings for the Saveris base .......................................................... 160
6.10.2. Show operating data of the probes. ............................................................. 161
6.10.3. Settings for the radio probe.......................................................................... 162
6.10.4. Ethernet probes ........................................................................................... 165
6.10.5. Analog coupler............................................................................................. 166
6.10.6. Saveris cockpit unit...................................................................................... 167
6.11. Report settings............................................................................ 169
7Maintaining the product ..................................................................... 172
7.1. Maintenance ............................................................................... 172
7.2. Replacement of components ...................................................... 172
7.2.1. Deleting components................................................................................... 173
7.2.2. Adding new components.............................................................................. 175
7.2.3. Logging components back in ....................................................................... 179
7.3. Calibration and adjustment ......................................................... 181
7.3.1. On-site calibration and adjustment............................................................... 182
7.3.2. External calibration and adjustment ............................................................. 182
7.4. Saving data in the Saveris base.................................................. 183
7.5. Restarting the Saveris base........................................................ 184
7.6. Removing probe from wall bracket.............................................. 185
7.7. Changing batteries at probe........................................................ 185
7.8. Changing a battery...................................................................... 187
7.9. Carrying out a software and firmware system update ................. 190
7.9.1. Carrying out a software update.................................................................... 190
7.9.1.1. Uninstalling software ..................................................................... 190
7.9.1.2. Software installation ...................................................................... 191
7.9.1.3. Installing the server ....................................................................... 191
7.9.2. Carrying out a firmware system update ....................................................... 191
7.9.3. Carrying out a Saveris cockpit unit firmware update .................................... 194
7.10. Technical data............................................................................. 195
7.10.1. Saveris base................................................................................................ 195
7.10.2. Saveris radio probe...................................................................................... 196
7.10.3. Saveris router .............................................................................................. 203
7.10.4. Saveris Ethernet probes .............................................................................. 204
7.10.5. Saveris converter......................................................................................... 210
7.10.6. Saveris cockpit unit...................................................................................... 211
7.10.7. Saveris extender.......................................................................................... 212
7.10.8. Saveris analog coupler ................................................................................ 213
8Tips and assistance ............................................................................ 216
8.1. Questions and answers .............................................................. 216
8.2. Saveris base alarm messages.................................................... 216
8.3. Accessories and spare parts....................................................... 218
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2 Safety and the environment
7
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2Safety and the environment
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2.1. About this document
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Symbols and writing standards
Representat
ion
Explanation
Warning advice, risk level according to the signal
word:
Warning! Serious physical injury may occur.
Caution! Slight physical injury or damage to the
equipment may occur.
> Implement the specified precautionary
measures.
Note: Basic or further information.
1. ...
2. ...
Action: more steps, the sequence must be
followed.
> ... Action: a step or an optional step.
- ... Result of an action.
...
...
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
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Use
> Familiarity with a PC as well as the Microsoft® products, is
assumed in this documentation.
> Please read this documentation through carefully and
familiarize yourself with the product before putting it to use. Pay
particular attention to the safety instructions and warning advice
in order to prevent injuries and damage to the products.

2 Safety and the environment
8
> Keep this document to hand so that you can refer to it when
necessary.
> Hand this documentation on to any subsequent users of the
product.
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2.2. Ensure safety
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> Never use the Saveris probes to measure on or near live parts.
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> Carry out only the maintenance and repair work on the
components of the testo Saveris system that is described in the
documentation. Follow the prescribed steps exactly. Use only
original spare parts from Testo.
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> Only operate the product properly, for its intended purpose and
within the parameters specified in the technical data. Do not
use any force.
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> The power supply output for the Saveris probes, routers,
converters, cockpit unit, extender and the Saveris base is
restricted in accordance with EN 60950-1:2001. A manipulation
of the power supply is not allowed in terms of the radio
authorisation.
> The radio module is installed in the Saveris components so that
the limit values for air and creepage distances are adhered to in
accordance with the standards. Changing the internal design of
the components is not allowed.
> When selecting the mounting location, ensure that the
permissible ambient and storage temperatures are adhered to
(see technical data).
At temperatures below 5 °C the rechargeable batteries
will not charge, within this temperature range secure
system operation is only possible to a limited extent.
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2.3. Protecting the environment
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> Dispose of faulty rechargeable batteries/spent batteries in
accordance with the valid legal specifications.
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> At the end of its useful life, send the product to the separate
collection for electric and electronic devices (observe local
regulations) or return the product to Testo for disposal.
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3 Specifications
9
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3Specifications
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3.1. Use
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Areas of application
The testo Saveris measurement system can be used anywhere
where temperature and humidity-sensitive products are produced,
stored or transported, for example in the food industry (cold rooms,
deep freeze rooms and refrigerated/deep freeze transporters), in
smaller companies in food production, such as bakeries and
butchers, or in the pharmaceuticals industry (temperature-
controlled cabinets, storage and transportation of drugs).
But the measurement system can also be used in other industries
for monitoring building air conditioning, as well as for quality
assurance in store rooms for products in every phase of production.
The testo Saveris measurement system is only used to
monitor measured values, not to control and regulate
them.
The base with the SMS module may not be operated in
environments where, for example, the use of a mobile
phone is prohibited.
Mobile monitoring is only available to countries with
appropriate radio authorisation of 868 MHz.
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How it works
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With the measurement system, ambient or process data for
temperature and humidity in sealed rooms and/or during
transportation is measured and recorded using probes . These
measured values are transmitted by radio to the Saveris base
and saved. A router can be used to optimize the radio signal in

3 Specifications
10
the event of difficult structural conditions. The data is then called up
from a computer by the Saveris base and saved to a database.
Very long distances can be bridged using a converter , which
converts the radio signals of the probe or router and then transmits
this measurement data to the base via an Ethernet cable. The so-
called Ethernet probes can also be connected to the base using
an Ethernet cable.
The temperature and/or air humidity during the transportation of
sensitive goods are also monitored by radio probes . If the
transportation container (e.g. HGV) returns to the base, the
measured values are transferred to the extender or the Saveris
base as soon as there is an adequate radio link. The extender
converts the radio signals of the probes and then forwards the
measured values via Ethernet cable to the Saveris base . For
direct monitoring of measured values, a Saveris cockpit unit can be
used in the HGV .
If radio probes are registered in mobile zones, all these probes are
in one radio cell on the same channel. The Saveris extenders work
as external distributed antennas of the Saveris base. All of these
radio probes are registered on the Saveris base.
In contrast, Saveris converters each span separate radio cells with
different radio channels (among one another but also to the Saveris
base). The probes are directly and uniquely assigned to the
converter.
With the testo Saveris software, you always have an overview of
the development of the measured values in the individual areas.
The specific advantages of Saveris with regard to data security and
availability come about through the saving of configuration data to
distributed locations in the system (e.g. in the probe, in the base, in
the PC database). Synchronisation is carried out at regular
intervals, during radio transmission every 15 min. Depending on the
system architecture (cascaded routers) and a running process (e.g.
firmware update, radio probe over air), the transfer cycle is also the

3 Specifications
11
determining time factor for synchronisation. This is noticeable when
updating changed alarm conditions or also when cancelling alarms.
If synchronisation is not completed, this is indicated by a * after the
system component in the System view.
If you want to mix existing components (order number:
0572.x1xx) with newly purchased components (order
number 0572.x2xx) in a Saveris system, please first check
compatibility.
If you have any queries or problems, please contact Testo
Customer Service. Contact data see back of this document
or website www.testo.com/service-contact.
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Exclusion of liability
The testo Saveris system was developed to consolidate a large
amount of measurement data from spatially separated probes in
the Saveris software, document it without interruption and issue
alarms in the event of irregularities.
The testo Saveris system is not designed to undertake control and
regulation tasks according to the regulations. Particularly the
alarms are not to be perceived as so-called critical alarms with
which the endangerment of life or limb or damage to equipment can
be averted.
Liability on the part of Testo AG for damages from this type of
application is excluded.
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3.2. System requirements
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Operating system
The software will run on the following operating systems:
• Windows® 7 SP1 64-bit/ 32-bit or later
• Windows® 8 64-bit/ 32-bit
• Windows® 8.1 64-bit/ 32-bit
• Windows® 10 64-bit/ 32-bit
• Windows® Server 2008 SP2 64-bit
• Windows® Server 2008 R2 64-bit
• Windows® Server 2012 64-bit
• Windows® Server 2012 R2 64-bit
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Computer
The computer must meet the requirements of the corresponding
operating system. The following requirements must additionally be
fulfilled:

3 Specifications
12
• 4.5 GB unused hard drive capacity with maximum size of the
database
• USB 2.0 interface
• Microsoft® Internet Explorer 9.0 or later
• Microsoft® Windows® Installer 4.5 or later
• Microsoft® .NET Framework 4.0 SP1 or later
• MDAC 2.8 SP1 or later
• Microsoft® Outlook® (only for MAPI installation)
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.
If Windows® Installer, MDAC and .NET Framework are
not present on the computer, they will be installed with
the Saveris software. Restart after installation.
Date and time settings will be automatically accepted by
the PC. The administrator must make sure that the
system time is regularly compared with a reliable time
source and adjusted if necessary, to ensure authenticity
of the measurement data.
Database
• SQL Server® 2012 R2 Express is supplied.
• The Microsoft® versions SQL Server 2008, 2012, 2014 and
Terminal Server are supported.
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In client-server operation, we recommend a network with
AD and DNS (Domain Name System) to enable online
updating using MSMQ (Microsoft®Message Queuing).
Testo Saveris works with an SQL database. If a SQL
database is already on the installation PC, a second
instance can be created for Testo Saveris.
When access to the Saveris instance of the Microsoft®SQL
database is to be performed via a firewall, a port must be
released in the firewall for this. Note the safety instructions
from Microsoft®.
The use of virus scanners can noticeably reduce system
performance, depending on the configuration.

3 Specifications
13
When installing the software on virtual operating systems,
the available system resources must be checked and, if
necessary, improved. In combination with virtual systems, a
USB connection works unreliably, which is why we
recommend connecting the base via Ethernet.
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Rechargeable battery
The battery in the Saveris base, the Ethernet probes and the
analog coupler is a wearing part, which has to be replaced after
approx. 2 years. If a battery is 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 battery is no longer fully functional, it triggers a
Defective battery system alarm.
The battery (article no. 0515 5021) should then be replaced
immediately to ensure full functionality and data security.
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4 Product description
14
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4Product description
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As declared in the declaration of conformity, this
product complies with Directive 2014/30/EC.
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4.1. Saveris base
Front
Display for the visualization of the alarms and user guidance.
Antenna.
Warning LED
Keypad for operation of the Saveris base.
LED for status display.

4 Product description
15
Rear
USB cable connection.
Network cable connection.
Connection of power supply via mains plug.
Connection of power supply via 24 V AC/DC and alarm relay.
Connection for external GSM antenna (only in combination with
GSM module).
Eyelets for strain relief.
Guide for stand or wall bracket.

4 Product description
16
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4.2. Saveris base GSM module (optional)
Insertion slot for the SIM card.
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4.2.1. Control keys
Key Explanation
[Esc] Switches from the Login menu to the
Info System menu.
In the Info Base menu, press [Esc]
briefly 2x: shuts down the Saveris base
Press and hold [Esc]: starts up the
Saveris base
[Enter] In the Info System menu starts up the
login status for the probe.
[ ▲], [ ▼] Navigation buttons for changing the
menus.
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4 Product description
17
4.2.2. Displays
Menu Info Base
IP address of the Saveris base.
The IP address is the unique identification number of the
Saveris base within the network.
Netmask saved in the Saveris base.
The netmask is the basic address of the network in which the
Saveris base is integrated.
Address of the gateway saved in the Saveris base.
A gateway is a transfer point between networks that work with
different protocols or data formats. A "translation" into the
respective other protocol or data format is then performed by
the gateway.
Fill level of the internal rechargeable battery in the event of a
power failure. The display is only shown when there is an
interrupted power supply.
Saveris base memory fill level.
Keys that are assigned functions in this menu.

4 Product description
18
Menu Info alarm
Number of newly triggered alarms.
Keys that are assigned functions in this menu.
New alarms have to be checked and acknowledged at
regular intervals. A large number (>100) of
unacknowledged alarms will impair the system
performance. The system automatically acknowledges
unacknowledged alarms once these number 200 or more.
Menu Alarm detail
Date on which the alarm was triggered.
Time at which the alarm was triggered.
Probe for which the alarm was triggered.
Alarm number and total number of alarms.
Keys that are assigned functions in this menu.

4 Product description
19
Menu Detail meas. values
Probe and channel, if present, for which the measured value
was transferred.
Measured value with relevant unit.
Time at which the measured value was transferred.
Date on which the measured value was transferred.
Measured value number and total number of measured values.
Keys that are assigned functions in this menu.
Menu Info GSM
Name of network operator.
Indication of reception quality.
Telephone number saved on the SIM card.

4 Product description
20
Keys that are assigned functions in this menu.
Version number of the internal GSM module.
Menu Instrument detail
Serial number of the successful device.
Firmware status of the successful device.
Model designation of the successful device.
Radio quality of the successful device (does not apply to
Ethernet probes and Saveris extender).
Battery status of the device (does not apply to Ethernet probes,
Saveris extender and Saveris cockpit unit).
Startup indicates whether the device has been configured by
the startup wizard.
Number of successful devices.
Keys that are assigned functions in this menu.