TESTO Saveris User manual

Measurement data monitoring with testo Saveris
Small Business Edition
Instruction manual

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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.....................................................................10
4Product description...............................................................................12
4.1. Saveris base..................................................................................12
4.2. Saveris base GSM module (optional) ............................................14
4.2.1. Control keys...................................................................................................14
4.2.2. Displays .........................................................................................................15
4.3. Save radio probe ...........................................................................21
4.3.1. Radio probe without display...........................................................................21
4.3.2. Radio probe with display................................................................................22
4.3.3. Meaning of the LED displays at the probes....................................................23
4.4. Saveris Ethernet probes ................................................................24
4.5. Saveris router ................................................................................26
4.6. Saveris converter...........................................................................27
4.7. Saveris analog coupler ..................................................................28
5First steps ..............................................................................................29
5.1. Flowchart.......................................................................................29
5.2. Inserting SIM card (optional)..........................................................31
5.3. Connecting USB cable to the Saveris base (optional) ...................32
5.4. Connecting GSM antenna (optional) .............................................33
5.5. Connecting Saveris base with power supply .................................34
5.5.1. Power supply via mains unit...........................................................................34
5.5.2. Power supply via plug-in/screw connection (optional) ....................................35
5.6. Inserting batteries in the probes ....................................................36
5.7. Connecting radio probe .................................................................37
5.8. Installing Saveris software.............................................................39
5.9. Starting up hardware .....................................................................40
5.10. Starting Saveris software...............................................................42

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5.11. Expand measuring system............................................................ 44
5.11.1. Integrating a Saveris router (optional)............................................................ 44
5.11.1.1. Connecting router with power supply (mains unit) ........................... 45
5.11.1.2. Connecting router with power supply (AC/DC) ................................ 46
5.11.1.3. Connecting router............................................................................ 48
5.11.1.4. Assigning probes............................................................................. 51
5.11.1.5. Connecting routers in series............................................................ 53
5.11.2. Assigning an IP address to the Saveris base (optional) ................................. 57
5.11.3. Integrating Saveris Ethernet probe (optional)................................................. 58
5.11.3.1. Connecting the network cable. ........................................................ 59
5.11.3.2. Connecting Ethernet probe with power supply (mains unit) ............. 60
5.11.3.3. Connecting USB cable and installing driver (optional) ..................... 61
5.11.3.4. Assigning connection data............................................................... 62
5.11.3.5. Connecting the network cable to the Saveris base .......................... 64
5.11.3.6. Starting up Ethernet probes............................................................. 65
5.11.4. Integrating Saveris converter (optional) ......................................................... 69
5.11.5. Integrating Saveris analog coupler (optional)................................................. 70
5.12. Performing the test run ................................................................. 77
5.12.1. Checking system availability.......................................................................... 77
5.12.2. Testing the system......................................................................................... 78
5.12.3. Checking alarm chain .................................................................................... 79
5.13. Mounting the hardware ................................................................. 79
5.13.1. Mounting the Saveris base on the wall .......................................................... 80
5.13.2. Setting up Saveris base with stand................................................................ 82
5.13.3. Mounting the probe on the wall...................................................................... 83
5.13.4. Checking the measuring system again .......................................................... 84
6Using the product ................................................................................. 85
6.1. User interface................................................................................ 85
6.2. Menus and commands.................................................................. 87
6.2.1. Start............................................................................................................... 87
6.2.2. Edit ................................................................................................................ 88
6.2.3. Options .......................................................................................................... 90
6.2.4. Axes .............................................................................................................. 93
6.2.5. Template ....................................................................................................... 93
6.2.6. Selecting projects .......................................................................................... 93
6.2.7. Style template................................................................................................ 93
6.3. Creating, editing and deleting zones............................................. 94
6.3.1. Creating zones .............................................................................................. 94
6.3.2. Change zones ............................................................................................... 95
6.3.3. Deleting zones............................................................................................... 95
6.4. Configuring the alarms.................................................................. 95
6.4.1. Basic settings for the SMS messages............................................................ 96
6.4.2. Setting up base alarms .................................................................................. 98
6.4.3. Setting up alarm groups................................................................................. 99
6.4.3.1. Components.................................................................................... 99
6.4.3.2. Channels....................................................................................... 101

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6.5. Analyzing series of measurements..............................................104
6.5.1. Diagram view...............................................................................................104
6.5.1.1. Enlarging the view .........................................................................104
6.5.1.2. Information on a reading (crosshairs) ............................................104
6.5.1.3. Showing regression curve .............................................................105
6.5.1.4. Text field........................................................................................105
6.5.1.5. Characteristics of a curve ..............................................................106
6.5.1.6. Settings for the axes in the diagram ..............................................110
6.5.2. Table view ...................................................................................................113
6.5.2.1. Marking readings...........................................................................113
6.5.2.2. Dropping the marking ....................................................................114
6.5.2.3. Inserting extreme values or mean in the table ...............................114
6.5.2.4. Compressing readings...................................................................114
6.5.2.5. Dropping compression...................................................................115
6.5.2.6. Determining largest reading...........................................................115
6.5.2.7. Determining the smallest reading ..................................................115
6.5.2.8. Add rows .......................................................................................115
6.5.2.9. Compress......................................................................................116
6.5.2.10. Drop compression .........................................................................116
6.6. Analyzing alarms .........................................................................116
6.6.1. Checking alarms ..........................................................................................116
6.6.2. Acknowledge the alarm................................................................................117
6.7. Creating evaluations....................................................................118
6.7.1. Printing measurement data..........................................................................118
6.7.2. Archiving with automatic reports ..................................................................119
6.8. Checking the database capacity..................................................119
6.9. System settings ...........................................................................121
6.9.1. General settings for the Saveris base ..........................................................121
6.9.2. Show operating data of the probes. .............................................................122
6.9.3. Settings for the radio probe..........................................................................123
6.9.4. Ethernet probes ...........................................................................................125
6.9.5. Analog coupler.............................................................................................127
6.10. Report settings ............................................................................128
7Maintaining the product ......................................................................131
7.1. Maintenance................................................................................131
7.2. Replacement of components.......................................................131
7.2.1. Deleting components ...................................................................................131
7.2.2. Adding new components..............................................................................134
7.2.3. Logging components back in .......................................................................138
7.3. Calibration and adjustment..........................................................140
7.3.1. On-site calibration and adjustment...............................................................141
7.3.2. External calibration and adjustment .............................................................141
7.4. Saving data in the Saveris base ..................................................142
7.5. Restarting the Saveris base.........................................................143
7.6. Removing probe from wall bracket ..............................................144
7.7. Changing batteries at probe ........................................................144
7.8. Changing a battery ......................................................................146

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7.9. Carrying out a software and firmware system update ................. 148
7.9.1. Carrying out a software update.................................................................... 149
7.9.1.1. Uninstalling software ..................................................................... 149
7.9.1.2. Software installation ...................................................................... 149
7.9.2. Carrying out a firmware system update ....................................................... 150
7.10. Technical data............................................................................. 153
7.10.1. Saveris base................................................................................................ 153
7.10.2. Saveris radio probe...................................................................................... 154
7.10.3. Saveris router .............................................................................................. 161
7.10.4. Saveris Ethernet probes .............................................................................. 162
7.10.5. Saveris converter......................................................................................... 168
7.10.6. Saveris analog coupler ................................................................................ 169
8Tips and assistance ............................................................................ 172
8.1. Questions and answers .............................................................. 172
8.2. Saveris base alarm messages.................................................... 172
8.3. Accessories and spare parts....................................................... 173
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2 Safety and the environment
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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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> 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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> Never use the Saveris probes to measure on or near live parts.
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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 output of the power supply for the Saveris probes, routers,
converters 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 authorization.
> The radio module is installed in the Saveris components such
that the limit values for air and creepage distance is adhered to
with regard to 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 everywhere
where temperature and humidity-sensitive products are produced
and stored, for example in the food industry (cold rooms, deep
freeze rooms and refrigeration chambers), in smaller companies in
food production, as well as bakeries and butchers, or in the
pharmaceuticals industry (temperature-controlled cabinets, storage
of drugs).
But the measurement system can also be used in other industries
for monitoring the 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 readings, 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.
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How it works
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The ambient or process data for the temperature and air humidity in
closed rooms are measured and recorded using probes with the
measuring system. These readings are transmitted to the Saveris
base via radio, which then saves them. A router can be used
to optimize the radio in the event of difficult structural conditions.
The data are called up from the Saveris base by a computer and
saved in a database.

3 Specifications
10
Very long distances can be bridged by using a converter that
converts the radio signals of the probe or router and then transmits
these measurement data to the base via Ethernet cable. In addition
the so-called Ethernet probes can be connected to the base
using an Ethernet cable.
With the testo Saveris software you thereby always have an
overview of the development of the readings in the individual areas.
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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:
• 4.5 GB unused hard drive capacity with maximum size of the
database
• USB 2.0 interface

3 Specifications
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• 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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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
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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
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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
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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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4.2.2. Displays
Info Base menu
IP address of the Saveris base.
The IP address is the unique identification number of the
Saveris base within the network.
Netmask that is 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 that is 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
power failure. The display is only shown with an interrupted
power supply.
Fill level of the memory of the Saveris base.
Keys that are assigned functions in this menu.

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Info Alarm menu
Number of the 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.
Alarm detail menu
Date on which the alarm was triggered.
Time at which the alarm was triggered.
Probe for which the alarm was triggered.
Number of the alarm and total amount of alarms.

4 Product description
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Keys that are assigned functions in this menu.
Reading detail menu
Probe and duct, if present, for which the reading was
transferred.
Reading with corresponding unit.
Time at which the reading was transferred.
Date on which the reading was transferred.
Number of the reading and total number of readings.
Keys that are assigned functions in this menu.
Info GSM menu
Name of the network operator.
Display of the reception quality.

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Telephone number that is saved on the SIM card.
Keys that are assigned functions in this menu.
Version number of the internal GSM module.
Instrument detail menu
Serial number of the connected instrument.
Firmware version of the connected instrument.
Type designation of the connected instrument.
Radio quality of the connected instrument (omitted for Ethernet
probes).
Battery status of the instrument (omitted for Ethernet probes).
Startup indicates whether the device has been configured by
the startup wizard.
Number of successful devices.
Keys that are assigned functions in this menu.

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Info System menu
Number of connected radio probes.
Number of connected Ethernet probes.
Number of connected routers.
Number of connected converters.
Keys that are assigned functions in this menu.
Login 1/2 menu
Status display when probes are connected.

4 Product description
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Login 2/2 menu
Keys that are assigned functions in this menu.
This display is shown if no login signal was received
from a probe within approx. 30 seconds.