TESTO Saveris User manual

Measurement data monitoring system:
testo Saveris
Software:
testo Saveris Professional Edition V4.6 SP1
Instruction manual

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
5Using the system..................................................................................9
5.1 Fields of application .............................................................................................. 9
5.2 How it works........................................................................................................ 10
5.2.1 Measurement data monitoring for monitoring in the stationary area .......................... 10
5.2.2 Measurement data monitoring for transport monitoring with radio data loggers (“mobile
monitoring”) ................................................................................................................ 10
5.3 Exclusion of liability............................................................................................. 11
6Product description ...........................................................................11
6.1 System overview................................................................................................. 11
6.2 testo Saveris base .............................................................................................. 13
6.2.1 Front........................................................................................................................... 13
6.2.2 Rear ........................................................................................................................... 14
6.2.3 Underside................................................................................................................... 15
6.2.4 Control keys ............................................................................................................... 15
6.2.5 Displays...................................................................................................................... 15
6.3 Radio data logger for testo Saveris..................................................................... 21
6.3.1 Saveris radio data logger without display................................................................... 21
6.3.2 Saveris radio data logger with display........................................................................ 22
6.3.2.1 Displays ..............................................................................................................................23
6.3.3 testo Saveris radio data logger LED status displays .................................................. 23
6.4 testo Saveris 2 H2............................................................................................... 24
6.4.1 Short description ........................................................................................................ 24
6.4.2 Display and control elements ..................................................................................... 25
6.4.2.1 Overview .............................................................................................................................25
6.4.2.2 Display icons ....................................................................................................................... 25
6.5 Ethernet data logger for testo Saveris ................................................................ 26
6.6 Saveris wireless analog coupler ......................................................................... 28
6.7 testo Saveris router............................................................................................. 29
6.8 testo Saveris converter ....................................................................................... 30
6.9 testo Saveris extender ........................................................................................ 31

Contents
6.10 testo Saveris cockpit unit.................................................................................... 32
6.10.1 Front........................................................................................................................... 32
6.10.2 Rear............................................................................................................................ 32
6.10.3 Control keys ............................................................................................................... 33
6.10.4 Displays...................................................................................................................... 33
7Using the product .............................................................................. 38
7.1 Starting the Saveris software.............................................................................. 38
7.2 Use of testo Saveris software for monitoring in the stationary area ................... 38
7.2.1 General....................................................................................................................... 38
7.2.2 User interface ............................................................................................................. 39
7.2.3 Menus and commands ............................................................................................... 40
7.2.3.1 Start .................................................................................................................................... 40
7.2.3.2 Edit...................................................................................................................................... 42
7.2.3.3 Axes .................................................................................................................................... 46
7.2.3.4 Template ............................................................................................................................. 46
7.2.3.5 Service................................................................................................................................ 47
7.2.3.6 Select projects..................................................................................................................... 47
7.2.3.7 Style template ..................................................................................................................... 47
7.2.4 Analyzing measurement series .................................................................................. 47
7.2.4.1 Diagram view ...................................................................................................................... 47
7.2.4.2 Table view........................................................................................................................... 55
7.2.4.3 Floorplan view..................................................................................................................... 58
7.2.4.4 Histogram view.................................................................................................................... 58
7.2.4.5 Archiving with automatic reports.......................................................................................... 59
7.2.4.6 Generating an evaluation .................................................................................................... 59
7.2.4.7 Printing measurement data ................................................................................................. 59
7.2.4.8 Creating automatic reports .................................................................................................. 60
7.2.4.9 Configuring automatic reports ............................................................................................. 61
7.2.5 Managing zones ......................................................................................................... 63
7.2.5.1 Creating zones.................................................................................................................... 63
7.2.5.2 Changing zones .................................................................................................................. 64
7.2.5.3 Deleting zones .................................................................................................................... 64
7.2.5.4 Assigning zones .................................................................................................................. 65
7.2.6 Configuring alarms ..................................................................................................... 66
7.2.6.1 Setting up Saveris base alarms........................................................................................... 67
7.2.6.2 Setting up time control......................................................................................................... 69
7.2.6.3 Setting up alarm groups ...................................................................................................... 70
7.2.6.4 Creating recipient ................................................................................................................ 75
7.2.6.5 Creating alarm rule.............................................................................................................. 78
7.2.6.6 Alarm overview.................................................................................................................... 83
7.2.6.7 Comments for acknowledging alarms.................................................................................. 83

Contents
7.3 Use of testo Saveris software for transport monitoring with radio data loggers
(“mobile monitoring”)........................................................................................... 84
7.3.1 General ...................................................................................................................... 84
7.3.2 Setting up tours .......................................................................................................... 85
7.3.2.1 Tour description...................................................................................................................85
7.3.2.2 Planning tours ..................................................................................................................... 86
7.3.2.3 Defining tours ...................................................................................................................... 87
7.3.2.4 Displaying tours...................................................................................................................88
7.3.2.5 Searching for tours ..............................................................................................................89
7.3.2.6 Changing tours....................................................................................................................89
8Tips and assistance ...........................................................................90
8.1 Questions and answers ...................................................................................... 90
8.2 Saveris base alarm messages............................................................................ 90
8.3 Accessories......................................................................................................... 92

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 temperature
s 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.
5Using the system
5.1 Fields of application
The testo Saveris measurement data monitoring 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 food production
companies, such as bakeries and butcher’s shops, or in the pharmaceutical
industry (temperature-controlled cabinets, storage and transportation of drugs).

5Using the system
10
But the testo Saveris measurement data monitoring system can also be used in
other industries for monitoring IAQ in buildings, as well as for quality assurance
in store rooms for products in every phase of production.
The testo Saveris measurement data monitoring system is only used to
monitor readings, not to control and regulate them.
The Saveris base with the SMS module may not be operated in
environments where, for example, use of a mobile phone is prohibited.
Mobile monitoring is only available for countries with appropriate radio
authorization of 868 MHz.
5.2 How it works
5.2.1 Measurement data monitoring for
monitoring in the stationary area
The testo Saveris measurement data monitoring system enables ambient or
process data for temperature and humidity in closed areas (production plants,
warehouses) to be measured and saved. The values measured by the probes in
the system are transmitted to the Saveris base, either wirelessly or via cable
(Ethernet), by data loggers, which are also used as a buffer memory for the
measurement data, and the values are then saved in the base. A connected
computer transfers the measurement data of the Saveris base to permanent
archiving in a database.
5.2.2 Measurement data monitoring for transport
monitoring with radio data loggers (“mobile
monitoring”)
The monitoring of ambient parameters during the transport of sensitive goods is
done by radio data loggers which are fitted in the transport container (e.g. in a
truck). If the transport container returns to the base, the readings recorded by
the data logger are transmitted via extender (or also directly) to the Saveris base
as soon as there is an adequate radio link. The Saveris cockpit unit can be used
in the truck for direct checking of readings. If radio data loggers are registered in
mobile zones, all the radio data loggers are in one radio cell on the same
channel. The Saveris extenders work as external antennas of the Saveris base
with a spatial distribution. All of these radio data loggers are registered on the
Saveris base.

6 Product description
11
5.3 Exclusion of liability
The testo Saveris measurement data monitoring system was developed to
consolidate a large amount of measurement data from spatially separated data
loggers in the Saveris software, to document them without interruption and to
provide alarms in the event of irregularities.
The design of the testo Saveris measurement data monitoring system is not
intended for the purpose of undertaking control and regulation tasks. In
particular, the alarms are not to be seen as so-called critical alarms which are
able to avert dangers to life and limb or damage to property.
Liability on the part of Testo SE & Co. KGaA for damages from this type of
application is excluded.
6Product description
6.1 System overview
Component Function
testo Saveris base
Readings are transmitted wirelessly or via an
Ethernet connection to the Saveris base which
then saves them. The data are then called up
by a computer from the Saveris base and
saved in a database.
Probes
Probes measure temperature, humidity and
other parameters and supply their
measurement data to data loggers. In the
testo Saveris measurement data monitoring
system, probes are either structurally
integrated into the data loggers or can be
mounted on these externally.
Radio data loggers for
testo Saveris
Saveris radio data loggers record readings
from probes and transmit these wirelessly via
radio link.
Ethernet data loggers for
testo Saveris
Saveris Ethernet data loggers record readings
from probes and transmit these via Ethernet
connection.

6Product description
12
Component Function
Wireless analog couplers
Ethernet analog couplers
and transmitters for testo
Saveris
Saveris analog couplers enable the integration
of additional measurement parameters into the
testo Saveris measurement data monitoring
system by incorporating all transmitters with
standardized current/voltage interfaces.
Transmitters record readings from data
loggers and transmit these via an optional
additional component (Ethernet module) by
Ethernet connection.
testo Saveris router
The radio link can be improved or extended in
poor structural conditions by using a Saveris
router. Several Saveris routers are possible in
the testo Saveris measurement data
monitoring system. At the same time, the
series connection of up to 3 routers (V 2.0
offers optimum flexibility in terms of wireless
range.
testo Saveris converter
By connecting a Saveris converter to an
Ethernet jack, the signal of a Saveris radio
data logger can be converted into an Ethernet
signal. This combines the flexible connection
of the Saveris radio data logger with use of the
existing Ethernet, even over long transmission
paths.
testo Saveris extender
By connecting a Saveris extender to an
Ethernet jack, the signal of a Saveris radio
data logger, whether being used in a
stationary or mobile mode, can be converted
into an Ethernet signal. This combines the
flexible connection of the Saveris radio data
logger with use of the existing Ethernet, even
over long transmission paths.
testo Saveris cockpit unit
The testo Saveris cockpit unit permits reading
control of Saveris radio data loggers during
transport operations. The testo Saveris cockpit
unit enables drivers of the transport vehicles to
keep an eye on the measurement data at all
times and they are alerted if there are limit
value violations.

6 Product description
13
6.2 testo Saveris base
6.2.1
Front
Display for the visualization of alarms and user guidance
Antenna
Warning LED
Keypad for operation of the Saveris base
LED for status display

6Product description
14
6.2.2 Rear
USB cable connection
Network cable connection
Power supply connection via mains plug
Power supply connection via 24 V AC/DC and alarm relay
Connection for external GSM antenna
Eyelets for strain relief
Guide for stand or wall bracket

6 Product description
15
6.2.3 Underside
Insertion slot for the SIM card
6.2.4 Control keys
Key Explanation
[Esc]
Switches from the Login menu to the
Info System menu.
In the Info Base menu, briefly press
[Esc] twice: shuts down the Saveris
base
press and hold down [Esc]: starts up
the Saveris base
[Enter]
Starts the login status for the Saveris
radio data loggers in the Info System
menu.
[ ▲ ], [ ▼ ]
Navigation keys for changing the
menus.
6.2.5 Displays
Info Base menu

6Product description
16
IP address of the Saveris base
The IP address is the unique identification number of the Saveris base
within the network
Netmask which is saved in the Saveris base.
The netmask is the basic address of the network which the Saveris base
is integrated into.
Gateway which 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 other protocol or data
format is then performed by the gateway in each case.
Indicator for interrupted power supply. Indicator flashes when the
Saveris base is being operated by batteries and the power supply has
been interrupted.
Indicator that there is free capacity in the Saveris base’s data memory.
Keys that are assigned functions in this menu.
Info Alarm menu
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.

6 Product description
17
Alarm detail menu
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.
Detail meas. values menu
Probe: Radio data logger and channel for which the reading was
transferred. The first number specifies the serial number with the channel
and the second line the channel name in the system.
Value: Reading with associated unit.
Time: Time at which the reading was transferred.
Date: Date on which the reading was transferred.
Reading number and total number of readings.
Keys that are assigned functions in this menu.

6Product description
18
Info GSM menu
Name of network operator.
Reception: Display of the reception quality.
Call number: Telephone number which 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: Serial number of the registered instrument.
Firmware: Firmware version of the registered instrument.
Instrument type: Type designation of the registered instrument.
Radio quality: Radio quality of the registered instrument (does not apply
to Saveris Ethernet data loggers and Saveris extender).
Battery: Battery status of the instrument (does not apply to Saveris
extender, Saveris converter and Saveris cockpit unit).

6 Product description
19
Start-up: Start-up indicates whether the instrument has been configured
by the startup wizard.
Number of registered instruments.
Keys that are assigned functions in this menu.
Info System menu
Probe
: Number of registered Saveris radio data loggers.
Probe: Number of registered Saveris Ethernet data loggers.
Router Converter: Number of registered Saveris routers.
Router Converter: Number of registered Saveris converters.
Cockpit Extender: Number of registered Saveris cockpit units.
Cockpit Extender: Number of registered Saveris extenders.
Keys that are assigned functions in this menu.

6Product description
20
Login 1/2 (Login) menu
Status display when registering data loggers.
Login 2/2 (Login) menu
Keys that are assigned functions in this menu.
Login time exceeded
ESC Cancel
ENTER New try
This display is shown if no registration signal has been received from a
data logger within approx. 30 seconds.