TESTO Saveris User manual

Annex No.4b
Page 1 of 164
Functional description / User’s manual
testo Saveris

Measurement data monitoring with testo Saveris
Small Business Edition
Instruction manual

2 0970 4020 en 01 testo AG

1 Contents
0970 4020 en 01 3
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1 Contents
1Contents .............................................................................................3
2Safety and the environment ..............................................................7
2.1. About this document ..................................................................7
2.2. Ensure safety.............................................................................8
2.3. Protecting the environment ........................................................9
3Specifications...................................................................................10
3.1. Use 10
3.2. System requirements ...............................................................12
4Product description .........................................................................13
4.1. Saveris base ............................................................................13
4.2. Saveris base GSM module (optional) ......................................15
4.2.1. Control keys............................................................................................15
4.2.2. Displays.............................................. Fehler! Textmarke nicht definiert.
4.3. Save radio probe......................................................................20
4.3.1. Radio probe without display................ Fehler! Textmarke nicht definiert.
4.3.2. Radio probe with display..................... Fehler! Textmarke nicht definiert.
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
5First steps.........................................................................................28
5.1. Checking the scope of delivery ................................................28
5.1.1. Set 1 28
5.1.2. Set 2 28
5.1.3. Set 3 29
5.2. Flowchart .................................................................................30
5.3. Inserting SIM card (optional)....................................................32
5.4. Connecting USB cable to the Saveris base .............................33
5.5. Connecting GSM antenna (optional)........................................34
5.6. Connecting Saveris base with power supply............................35
5.6.1. Power supply via mains unit ...................................................................35
5.6.2. Power supply via plug-in/screw connection (optional).............................36

1 Contents
4 0970 4020 en 01 testo AG
5.7. Inserting batteries in the probes...............................................37
5.8. Connecting radio probe....... Fehler! Textmarke nicht definiert.
5.9. Installing Saveris software .......................................................40
5.10. Starting up hardware........... Fehler! Textmarke nicht definiert.
5.11. Starting Saveris software .... Fehler! Textmarke nicht definiert.
5.12. Expand measuring system.......................................................52
5.12.1. Integrating Saveris router (optional)........................................................52
5.12.1.1. Connecting router with power supply (mains unit)...............53
5.12.1.2. Connecting router with power supply (AC/DC)....................54
5.12.1.3. Connecting router ...........Fehler! Textmarke nicht definiert.
5.12.1.4. Assigning probes ............Fehler! Textmarke nicht definiert.
5.12.2. Integrating Saveris Ethernet probe (optional)..........................................61
5.12.2.1. Connecting the network cable.............................................62
5.12.2.2. Connecting Ethernet probe with power supply (mains unit).64
5.12.2.3. Connecting USB cable and installing driver ........................65
5.12.2.4. Installing parameterization software....................................66
5.12.2.5. Assigning connection data ..................................................66
5.12.2.6. Connecting the network cable to the Saveris base..............70
5.12.2.7. Starting up Ethernet probesFehler! Textmarke nicht definiert.
5.12.3. Integrating Saveris converter (optional) ..................................................76
5.13. Performing the test run ............................................................77
5.13.1. Checking system availability...................................................................77
5.13.2. Checking alarm chain .........................Fehler! Textmarke nicht definiert.
5.14. Mounting the hardware ............................................................79
5.14.1. Mounting the Saveris base on the wall ...................................................79
5.14.2. Setting up Saveris base with stand.........................................................81
5.14.3. Mounting the probe on the wall...............................................................82
5.14.4. Checking the measuring system again ...................................................83
6Using the product ............................................................................84
6.1. User interface...........................................................................84
6.2. Menus and commands.............................................................86
6.2.1. Start 86
6.2.2. Edit 89
6.2.3. Options 92
6.2.4. Template ................................................................................................93
6.2.5. Style 93
6.2.6. Help (?)93
6.3. Creating and deleting zones ....................................................94
6.3.1. Creating zones .......................................................................................94
6.3.2. Deleting zones........................................................................................94
6.4. Configuring the alarms.............................................................95
6.4.1. Basic settings for the SMS messages.Fehler! Textmarke nicht definiert.

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6.4.2. Configuring the probe alarm ...............Fehler! Textmarke nicht definiert.
6.4.3. Alarm overview ................................... Fehler! Textmarke nicht definiert.
6.5. Analyzing series of measurements ........................................100
6.5.1. Diagram view........................................................................................100
6.5.1.1. Enlarging the view ...................................................................100
6.5.1.2. Information on a reading (crosshairs).......................................101
6.5.1.3. Marking the area......................................................................101
6.5.1.4. Showing regression curve........................................................102
6.5.1.5. Inserting text ............................................................................102
6.5.1.6. Erasing text..............................................................................103
6.5.1.7. Characteristics of a curve ........................................................103
6.5.1.8. Settings for the axes in the diagram.........................................108
6.5.2. Table view ............................................................................................111
6.5.2.1. Marking readings ...................Fehler! Textmarke nicht definiert.
6.5.2.2. Dropping the marking...............................................................112
6.5.2.3. Inserting extreme values or mean in the table..........................112
6.5.2.4. Compressing readings........... Fehler! Textmarke nicht definiert.
6.5.2.5. Dropping compression.............................................................114
6.5.2.6. Determining largest reading.....................................................114
6.5.2.7. Determining the smallest reading.............................................114
6.6. Analyzing alarms....................................................................114
6.6.1. Checking alarms................................. Fehler! Textmarke nicht definiert.
6.6.2. Acknowledge the alarm ......................Fehler! Textmarke nicht definiert.
6.7. Creating evaluations ..............................................................117
6.7.1. Printing measurement data...................................................................117
6.7.2. Archiving with automatic reports ...........................................................118
6.8. Creating a new database (project)Fehler! Textmarke nicht definiert.
6.9. System settings......................................................................121
6.9.1. General settings for the Saveris base . Fehler! Textmarke nicht definiert.
6.9.2. System settings for the GSM module.. Fehler! Textmarke nicht definiert.
6.9.3. Show operating data of the probes. .... Fehler! Textmarke nicht definiert.
6.9.4. Settings for the radio probe.................Fehler! Textmarke nicht definiert.
6.9.5. Ethernet probes ..................................Fehler! Textmarke nicht definiert.
6.9.6. Router Fehler! Textmarke nicht definiert.
6.10. Report settings.......................................................................127
7Maintaining the product ................................................................130
7.1. Replacement of components .................................................130
7.1.1. Deleting components..........................Fehler! Textmarke nicht definiert.
7.1.2. Adding components............................ Fehler! Textmarke nicht definiert.
7.2. Calibration and adjustment ....................................................137
7.3. Removing probe from wall bracket.........................................138
7.4. Changing batteries at probe...................................................139

1 Contents
6 0970 4020 en 01 testo AG
7.5. Technical data........................................................................141
7.5.1. Saveris base.........................................................................................141
7.5.2. Saveris radio probe...............................................................................142
7.5.3. Saveris router .......................................................................................148
7.5.4. Saveris Ethernet probes .......................................................................149
7.5.5. Saveris converter..................................................................................154
8Tips and assistance .......................................................................155
8.1. Questions and answers .........................................................155
8.2. Accessories and spare parts..................................................159
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2 Safety and the environment
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2 Safety 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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2 Safety and the environment
8 0970 4020 en 01 testo AG
Use
> Familiarity with a PC as well as the Microsoft products,
especially Microsoft Office 2007, 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.
> 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 location, ensure that the permissible
ambient and storage temperatures are adhered to:
• Radio module: -35 to 50°C
• Components: -35 to 50 °C (operation);
-40 to 55 °C (storage).

2 Safety and the environment
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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
10 0970 4020 en 01 testo AG
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3 Specifications
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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 cabinet, 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.
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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.
Very long distances can be bridged by using a converter that
converts the radio signals of the probe or router and then

3 Specifications
0970 4020 en 01 11
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 Specifications
12 0970 4020 en 01 testo AG
3.2. System requirements
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Operating system
The software can be run on the following operating systems:
• Windows®2000 SP4
• Windows®XP SP2
• Windows®Vista
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Computer
For smooth work with the software, the following requirements
should be met:
• Pentium processor of at least 800 MHz or equivalent
• 256 MB RAM
• 4.5 GB unused hard drive capacity with maximum size of
the database
• CD-ROM or DVD-ROM drive
• USB 2.0 interface
• Microsoft®Internet Explorer 6.0 SP1 or higher
• Microsoft®Windows Installer 3.1 or higher
• MDAC 2.8 SP1 or higher
• .NET Framework 2.0 or higher
If Windows®Installer 3.1, MDAC 2.8 SP1 and .NET
Framework 2.0 are not present on the computer, these
are installed with the Saveris software.
• Microsoft®Outlook
If you use Lotus Notes, you must set up the adapter for
the Exchange Server. If necessary, consult with your
system administrator.
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4 Product description
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4 Product description
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As declared in the declaration of conformity, this
product complies with Directive 2004/108/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
14 0970 4020 en 01 testo AG
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.
1
2
3
4
5
6
7

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.
[Enter] In the Info System menu starts up the
login status for the probe.
[ ▲], [ ▼] Navigation buttons for changing the
menus.
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*

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16 0970 4020 en 01 testo AG
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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0970 4020 en 01 17
Info Alarm menu
Number of the newly triggered alarms.
Keys that are assigned functions in this menu.
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.
Keys that are assigned functions in this menu.

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18 0970 4020 en 01 testo AG
Info GSM menu
Name of the network operator.
Display of the reception quality.
Telephone number that is saved on the SIM card.
Keys that are assigned functions in this menu.
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.

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0970 4020 en 01 19
Login 1/2 menu
Status display when probes are connected.
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.