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Software manual

UK
LR SMARTOBSERVER
Version 1.7
03 / 2018
706469 / 00
LR SMARTOBSERVER

Contents
1  Preliminary note��������������������������������������������������������������������������������������������������� 4
1.1  Symbols used��������������������������������������������������������������������������������������������� 4
2  Safety instructions����������������������������������������������������������������������������������������������� 4
3  Functions and features ��������������������������������������������������������������������������������������� 5
4 Installation����������������������������������������������������������������������������������������������������������� 6
4.1  System requirements ��������������������������������������������������������������������������������� 6
4.1.1  PC hardware for LR SMARTOBSERVER CE������������������������������������� 6
4.1.2  PC software���������������������������������������������������������������������������������������� 6
4.2  Installing the program on the hard disk������������������������������������������������������� 6
5  Program start������������������������������������������������������������������������������������������������������� 7
5.1  Login dialogue��������������������������������������������������������������������������������������������� 7
5.2  User administration������������������������������������������������������������������������������������� 8
5.3  Start screen������������������������������������������������������������������������������������������������� 8
5.4  User settings / Logout��������������������������������������������������������������������������������� 9
5.5  Language selection������������������������������������������������������������������������������������� 9
6 Cockpit��������������������������������������������������������������������������������������������������������������� 10
6.1 Maps����������������������������������������������������������������������������������������������������������11
6.2  Graphic representation of corporate / plant structures ����������������������������� 12
6.3  Image navigation links������������������������������������������������������������������������������� 13
6.3.1  Deleting image navigation links ������������������������������������������������������� 14
6.4  Auto cockpit����������������������������������������������������������������������������������������������� 14
6.4.1  Indicators used for measuring points / data sources ����������������������� 15
6.4.2  Changing the automatic symbol assignment to the measuring point17
6.5 Table��������������������������������������������������������������������������������������������������������� 18
6.6  Default cockpit������������������������������������������������������������������������������������������� 19
6.7  Creating private cockpits��������������������������������������������������������������������������� 19
6.7.1  Creating a private cockpit from a table��������������������������������������������� 20
6.7.2  Creating a private cockpit via quick access ������������������������������������� 21
6.8  Customising the private cockpit and indicators����������������������������������������� 22
6.8.1  Rename / publish / delete a private cockpit ������������������������������������� 22
6.8.2  Changing the grid of a cockpit ��������������������������������������������������������� 23
6.8.3  Cockpit with plant layout������������������������������������������������������������������� 24
6.8.4  Editing or deleting indicators of measuring points / data sources����� 25
6.8.5  Scaling indicators / measuring points����������������������������������������������� 26
6.8.6  Defining own alarm limits ����������������������������������������������������������������� 26
7  Creating / using favourites��������������������������������������������������������������������������������� 28
8 Alarm����������������������������������������������������������������������������������������������������������������� 29
8.1  List of alarms��������������������������������������������������������������������������������������������� 30
8.2  Filtering the alarm list ������������������������������������������������������������������������������� 31
8.3  Alarm tickets ��������������������������������������������������������������������������������������������� 31
8.4  Alarm management����������������������������������������������������������������������������������� 32

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8.4.1  Accepting / closing alarms ��������������������������������������������������������������� 32


8.5  Alarm chains��������������������������������������������������������������������������������������������� 34
8.5.1  Adding an alarm chain ��������������������������������������������������������������������� 35
8.5.2  Deleting an alarm chain ������������������������������������������������������������������� 36
8.5.3  Editing an alarm chain ��������������������������������������������������������������������� 36
9 Analysis������������������������������������������������������������������������������������������������������������� 37
9.1 Chart��������������������������������������������������������������������������������������������������������� 39
9.2  Comparing measuring points / data sources��������������������������������������������� 40
9.3  Historical analysis of a measuring point / data source ����������������������������� 42
9.4  Spectrum analysis of the measuring point (VSE recordings) ������������������� 43 UK
10 Maintenance ��������������������������������������������������������������������������������������������������� 44
10.1  Creating a new maintenance task����������������������������������������������������������� 45
10.2  Exporting maintenance tasks ����������������������������������������������������������������� 46
11 Report ������������������������������������������������������������������������������������������������������������� 46
11.1  Opening and saving reports ������������������������������������������������������������������� 47
12  Exporting lists and tables��������������������������������������������������������������������������������� 47
13 Configuration��������������������������������������������������������������������������������������������������� 48
13.1  Data compression configuration������������������������������������������������������������� 48
13.2  VSE recording����������������������������������������������������������������������������������������� 49
13.2.1 Licensing����������������������������������������������������������������������������������������� 49
13.2.2  VSE recording configuration����������������������������������������������������������� 50

Licences and trademarks


Microsoft®, Windows®, Windows XP® and Windows Vista® are registered trademarks of Microsoft Corporation.
All trademarks and company names used are subject to the copyright of the respective companies.

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1  Preliminary note
This document describes the set-up and use of the LR SMARTOBSERVER
software from ifm.

1.1  Symbols used


► Instructions
> Reaction, result
[…] Designation of keys, buttons or indications
→ Cross-reference
Important note
Non-compliance may result in malfunction or interference.
Information
Supplementary note

2  Safety instructions
Please read the software manual before using the software.
Ensure that the software is suitable for your application without any restrictions.
If the operating instructions or the technical data are not adhered to, personal
injury and/or damage to property may occur.
Non-observance of the instructions, operation that is not in accordance with use as
prescribed below, wrong installation or incorrect handling can affect the safety of
operators and machinery.
The installation and connection must comply with the applicable national and
international standards. Responsibility lies with the person installing the software.

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3  Functions and features


The LR SMARTOBSERVER offers the following capabilities in combination with
the LR AGENT:
●● Visualisation and evaluation with trend display for:
–– pressure measurements
–– flow rate measurements
–– temperature measurements
–– current measurements UK
–– rotational speed measurements
–– and other measurements
●● Continuous condition monitoring of machines and systems:
–– Oscillation measurement
–– Vibration measurement
The LR SMARTOBSERVER is used for quality assurance, preventive
maintenance management and energy-efficient, ecological manufacturing. It is
designed to help reduce manufacturing costs, increase plant uptime and allow
remote maintenance management of your production.
This software is a tool for visualisation and evaluation and does not require much
configuration.

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4  Installation
4.1  System requirements

4.1.1  PC hardware for LR SMARTOBSERVER CE


–– Min. dual-core processor or higher, min. 2.5 GHz clock frequency
–– Min. 4 GB RAM
–– Min. 5 GB freely available hard disc memory
–– Ethernet network card for 10Base-T/100Base-TX, TCP/IP protocol
For PC hardware requirements for other database systems, please refer to
the system requirements document.

4.1.2  PC software
–– operating system: Microsoft Windows 7 SP1, Windows 8.1, Windows 10,
Windows Server 2008 R2 SP1, Windows Server 2012,
Windows Server 2012 R2, Windows Server 2016
–– web browser: Chrome, Firefox, Edge, Internet Explorer 11 or higher
The operating program LR SMARTOBSERVER is installed on the PC using the file
"LR_SmartObserver.exe".

Administrator rights may be required to install the software. Contact the


administrator or IT operator.

4.2  Installing the program on the hard disk


►► Start the "LR_SmartObserver.exe" file with a double click.
>> The start menu opens.
►► Click on [Install] and follow the instructions of the installation routine.
>> The project will be installed.
>> A file-based database is installed.
After the installation, check whether the correct IP address of the VSE
is entered in the file "Parameters.ini" in the directories ...\Programs\ifm
electronic\LR4\<LR AGENT directory of the corresp. VSE>\Config\Default.
If the file "Parameters.ini" is changed, the LR Agent service needs to be
stopped and restarted.

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5  Program start
5.1  Login dialogue
When starting the LR SMARTOBSERVER, users are prompted to identify
themselves in the system via the [Login dialogue].
Each user needs to log in with the following data:
–– User name
–– Password
UK

Contact the system administrator to register.In case of out-of-the-box


installations, the user is configured as administrator.
In this case, the following data needs to be entered for initial login:
–– User name: test
–– Password: test

When the field [Remember me] is selected, the user is automatically


logged in with the role assigned to him/her every time he/she opens the
SMARTOBSERVER software.
For security reasons, administrators cannot use the auto-login function.

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5.2  User administration


The administrator can assign access rights according to the following user roles:
●● Administrator: - Set-up, locking and deletion of user accounts
- Assignment and withdrawal of rights
- Creation of predefined cockpits, default cockpits
●● Users: - Use with assigned role
Access and functions from cockpit to report are set up by the
administrator.
●● Visitor: - Just visualisation; only fields released by the administrator are
displayed (read only).

5.3  Start screen


>> The start screen is displayed in the language that is set in the browser.
The screen is divided into:

① Menu buttons: [Cockpit] / [Alarm] / [Analysis] / [Maintenance] / [Report]


② View / topology: [All] / [Favorites] / Fast access
③ Current messages Global / Group / Plant...
④ [<] Close / [>] Open the View window (2)
⑤ Main screen (screen content depends on menu selection)
⑥ Quick-access tabs [Maps] / [Auto] / [Table] / [Default] / [+]
⑦ [User settings]: User logout / Change password / Contact information
⑧ Configuration (administrator)

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Upon installation of the LR SMARTOBSERVER, the ifm logo is displayed


in the upper right corner. It can be adjusted / replaced by an own company
logo by the administrator.

5.4  User settings / Logout


In the [User settings] window ⑦ users can:
●● replace the current password by a new password
●● adapt their contact information, e.g. regarding alarm messages to be sent
–– e-mail address to sent alarm messages and analysis charts to UK
–– mobile number to send alarm messages via SMS to
●● Logout
Access to the [Contact information] settings may have been restricted by
the administrator.
The administrator needs to add the user group under User administration.

Active Directory is supported with LR SMARTOBSERVER version 1.4 or


higher.
The existing user administration can be used.The administrator needs to
add the user group under User.

5.5  Language selection


The interface language depends on the language selected in your browser.
►► Set the required language in the browser settings for website display.
►► Restart or refresh the browser.
Language versions of the software manual → www.ifm.com

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6  Cockpit
The cockpit offers the following options:
–– Maps:  epresentation of the corporate structure down to the
R
measuring point / data source in the form of maps or
images (possible formats → 6.2).
–– Auto:  raphic representation of measurement locations /data
G
sources; current values are visualised
–– Table:  abular representation of measuring points / data sources
T
and their values.
–– Default:  ockpit preconfigured by the system administrator
C
containing the most important measuring points / data
sources.
–– [+]:  ab for creating private cockpits
T
(→ 6.7.2) / Analyses (→ 9).

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6.1  Maps
In the start screen, the user can navigate from the global overview of the corporate
structure through the steps preconfigured by the system administrator down to the
individual measuring points / data sources.
The representation in the form of maps or plant images is configured by the
system administrator.
To use Google Maps, the required coordinates must be entered / defined
beforehand.
To use Google Maps, an internet connection is required.
UK

World map: M
 ap data Ⓒ 2014 Google, INEGI Graphics Ⓒ City map: Map data Ⓒ 2014 Basarsoft, GeoBasis-DE/BKG
① 2014 NASA, TerraMetrics ④ (Ⓒ2009), Google, basado en BCN IGN España Graphics Ⓒ
2014 TerraMetrics
Map of Europe: M
 ap data Ⓒ 2014 Basarsoft, Google,
② ORION-ME Graphics Ⓒ 2014 NASA, Target address: Map data Ⓒ 2014 GeoBasis-DE/BKG (Ⓒ2009),
TerraMetrics ⑤ Google graphics Ⓒ 2014, DigitalGlobe, GeoBa-
sis-DE/BKG, GeoContent, Geoimage Austria
Map of Germany: M
 ap data Ⓒ 2014 Basarsoft, GeoBasis-
DE/BKG (Ⓒ2009), Google, basado en
③ BCN IGN España Graphics Ⓒ 2014
TerraMetrics

>> Start screen, e.g. overview of the corporate structure ①.


►► Select [Continent].
>> Overview of sites on continent ②.
►► Select [Country].
>> Overview of sites in the country ③.
►► Select [Target region].
>> Overview of sites in the target region ④.
►► Select [Plant].
>> Overview of the production plant ⑤.

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►► Select [Station].
>> Station / selectable measuring points / data sources are shown ⑥.

6.2  Graphic representation of corporate / plant structures


As an alternative to "Google Maps", photos and images of the corporate structure
can be used in all views of the [Maps] tab. This is applicable up to the individual
measuring point / data source. The program supports photos and graphics in the
formats jpg, png, gif or bmp.

The starting point is, for example, "Google Maps" on the start screen.
►► Click on [ ].
►► Click [Edit] ①.
>> [Edit maps] appears.
►► Activate ② show image.
►► Select and "Upload image" ③.
►► Under "Image mode" ④
–– ORIGINAL: maintain the original format.
–– FIT: adjust the format to the start screen (may lead to distortions).
►► Click on [OK].
>> The photo/image is displayed.

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6.3  Image navigation links


This function allows you to navigate from a global overview screen in "Maps"
directly to a particular measuring point, such as a workshop.
For this, an image navigation link is placed in the Google Maps view or in the
image that is used. Image navigation links in "Google Maps" are to be configured
by the administrator in the configuration manager.

UK

Starting point: graphic on the start screen.


►► Click on [ ].
►► Click [Add image navigation link] ①.
>> [Select a topology entry] appears.
►► Select the topology entry of the data source / measuring point ②.
►► Click on [OK].
►► Click with the mouse pointer on the point where you want to insert the image
navigation link ③.
>> [Image navigation link] appears.
A click on the link takes you to the map of the corresponding data source /
measuring point.

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6.3.1  Deleting image navigation links

►► Click on [ ] ① .
►► Click on the image navigation link of the data source /measuring point ②.
>> [Delete image navigation link] ③
►► Click [Yes] to delete the link.

6.4  Auto cockpit


The auto cockpit contains all the measuring points / data sources identified by the
system. Signed-in users can access the auto cockpit without any restrictions.
The following example shows an auto cockpit containing 12 indicators. In the
"auto" cockpit, the position and size of the "indicator" icons is determined by the
system.

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6.4.1  Indicators used for measuring points / data sources


Indicators that cannot be selected by the user must be configured by the
system administrator.
Display type Description Indicator
Chart Any measurement values that are
(occupies 3 fields displayed in a graph over time.
of the cockpit grid) The most recent value is displayed on
the right side of the time axis. Older
values are shifted to the left and out of the
display range! Representation of UK
-max. 2 units of measurement with x data
sources
- limit values (only possible if one
measured value is shown in the chart)
- legend entry of the measured values
and limit values, assignment of the line
colours.
When the mouse hovers over a legend
entry, the respective characteristic curve
is highlighted.
Click on a legend entry to hide / show
the characteristic curve.

This display format is inspired by


continuous-line recorders.

The visualisation of charts in the cockpit may affect the system speed. To prevent this:
●● Select the time range > 1 hour in the chart. LR SMARTOBSERVER will now use
compressed data.
●● Create an additional data compression range for the chart (e.g. memory interval 10
seconds). This requires sufficient database capacity.
For the visualisation of < 1 hour in the chart, raw data is necessary.
→ 13.1 Data compression configuration
Pointer instrument This display format is typically used for
(occupies 1 field of pressure measurements in bar / psi /
the cockpit grid) MPa ...

It is inspired by manometers.

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Display type Description Indicator


Standard Neutral representation of measured
(occupies 1 field of values, upper and lower limits.
the cockpit grid)

Thermometer This display format is typically used for


(occupies 1 field of temperature measurements in °C / °F / ...
the cockpit grid)
It is inspired by thermometers with lag
indicator.

Level meter This display format is used to quickly


(occupies 1 field of detect signal changes or maxima.
the cockpit grid) The visual presentation helps to observe
changes more easily.

The display format is inspired by bar


graphs.

Status This indicator is used to display digital I/O


(occupies 1 field of signals.
the cockpit grid) Only one display format is indicated.
●● Display "ON" = Input / output is "high"
or
●● Display "OFF" = Input / output is
"low"

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Display type Description Indicator


Traffic light This display format is used to indicate the
(occupies 1 field of highest open or accepted exceeding of
the cockpit grid) limit value.
●● Red = control limit has been exceeded
or
●● Yellow = warning limit has been
exceeded
or
●● Green = no limit value has been
exceeded UK
When the alarm is closed, the traffic light
switches back to green.
The colours red, yellow and green are
predefined for this type of indication.
They are independent from the colour
assignments for error limits and warnings
of the other types of indication. The
colours of the traffic light cannot be
changed.

Timeout / This display appears if the system cannot


connection timeout connect to the measuring point.
/ inactive The 3 following cases may occur:
●● Timeout = the configured timeout
duration has been exceeded.
●● Connection timeout = IO-Link master or
LR Agent reports a missing connection
to the connected device.
●● Inactive = IO-Link master or LR Agent
reports that the connected device is
inactive.
No alarm is triggered.

6.4.2  Changing the automatic symbol assignment to the measuring point


The default setting of the measured values, e.g. in °C shown as a thermometer or
measured values in bar as a pointer instrument, can be changed by the user in the
auto cockpit.
►► Click [Auto].
►► Click on [ ] .
►► Click [ ] (Edit).
>> The [Settings] window appears.
►► Click [Display format] to change the indicator.
►► Choose an indicator from the drop-down menu.

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►► Click on [OK] to save the changes.


►► [ ] quits the editing mode.

The change of the symbol assignment for this measuring point influences
all new symbols created for this measurement location in all cockpits in the
future.
In private cockpits the user can change them again to the symbol requested
by the creator (→ 6.8.4).

6.5  Table
In addition to the cockpit view, the measurement values / data sources can also be
displayed in tabular form. The predefined [Table] tab provides an overview of the
measurement values / data sources to be displayed that have been preconfigured
by the administrator.
►► Select [Table].
>> The table view opens.

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UK

① Sensor data, e.g. measurement value / unit.


② System time stamp.
Limit values (defined by the system administrator or provided by the data source)
●● Lower warning limit
③ ●● Lower control limit
●● Upper warning limit
●● Upper control limit

6.6  Default cockpit


The default cockpit is the recommended view preconfigured by the administrator.
The user can change / adjust it with the corresponding authorisation. The
administrator can adjust the name of the [Default] tab.

6.7  Creating private cockpits


Users can create "private" cockpits.
The icons for the different indicator elements are automatically suggested by the
system, but can be adjusted manually.
A private cockpit is only visible to the user who created it. Private cockpits
have no influence on the cockpits created by the system administrator.
Using the [Public?] setting, the private cockpit can be published (→ 6.8.1).

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6.7.1  Creating a private cockpit from a table


►► Select [table] ①.
>> The table view opens.

►► Use the left mouse button or Ctrl + left mouse button to mark one or multiple
measuring points / data sources.
>> The selected measuring points / data sources are highlighted in blue ②
►► Click [ ] ③.
>> A cockpit is generated and opened, containing the selected sources.
If no measuring point / data source has been selected, the following error
message occurs: No entry selected
►► Select one or several data sources.
>> The private cockpit is displayed in the [Cockpit x] tab.

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6.7.2  Creating a private cockpit via quick access


►► Click the [+] tab.
>> A new cockpit opens in the tab "Cockpit x".

UK

►► Click [+] ①.
>> The [Add module] window ② opens, offering the available measuring points /
data sources.
►► Select the required measuring point / data source with the left mouse button
③.
>> The selection is highlighted in blue.
►► Click [OK] to assign the measuring point to the selected module ①.
>> The configured, private cockpit is displayed.

►► Repeat the procedure to create further measuring points.

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Only one measuring point / data source can be assigned per module.

6.8  Customising the private cockpit and indicators


Private cockpits can be adjusted by the user:
–– Topology name
–– Rename cockpit
–– Delete cockpit
–– Grid 6 x 2 (default setting). Further grid settings: 3 x 1, 4 x 1, 9 x 3, 12 x 4
and 12 x 12
–– Change indicators of measuring points / data sources individually, based on
templates.
–– [Public] (→ 6.8.1) ⑥ makes it possible to publish cockpits.

6.8.1  Rename / publish / delete a private cockpit


>> The private cockpit x is open and is to be renamed.
►► Select [Edit] ①
>> Window ② opens.

►► Enter a new name for the search tree [Favorites / Fast access] in the [Topology
name] field ③.
►► Enter a new cockpit name in the [Name:] field
►► In the [Subtitle:] field
►► Select [Public view?] ⑥ . The cockpit is published / accessible for all users.
►► To save the settings, confirm with [OK].
►► [ ] ends the editing mode.

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In the editing mode, private cockpits can be removed with the [ ] button.

6.8.2  Changing the grid of a cockpit


If more than 12 measuring points / data sources are required per cockpit, the grid
can be extended to up to max. 12 x 12 fields.
►► Click on [ ].
►► Select [ ] (Edit).
>> The [Edit cockpit] window opens. UK

►► Select the requested setting under the [Grid] list.


►► To save the setting, click [OK].
>> The cockpit is displayed with the selected grid.

In the grid settings 12 x 4 and 12 x 12, only a thumbnail view without
indicators is possible.

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When the grid is set back e.g. from a 12 x 12 grid to a 9 x 3 grid, note the
following:
–– Only the indicators of the measuring points located in the newly
selected, smaller grid will continue to be displayed!
–– The reference point of all grids is the top left corner
–– Indicators outside the new grid will be deleted!

6.8.3  Cockpit with plant layout


The grid settings 12 x 4 and 12 x 12 of the cockpit are ideal for the representation
of a plant section / plant layout. Measuring points and information about the status
of machines can be visualised at the corresponding units. Plant layouts can be
displayed in any grid setting.
►► Make grid settings (→ 6.8.2).
►► Select [Edit] ①
>> The [Edit cockpit] window opens.
►► Select [Show image?] ②.
►► Upload image with [Browse...] Select image.
►► To save the setting, click [OK].
>> The plant layout is displayed.
►► Place measuring points in the grid (→ 6.7.2).

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6.8.4  Editing or deleting indicators of measuring points / data sources


The indicators used for visualisation of the measuring points are automatically
assigned by the system based on the measuring unit. You can change the
appearance and name of the private cockpit indicators via the editing mode.
►► Click [ ] ①.
>> The [Configuration] window appears.

UK

►► Click [Display format] ② to change the indicator.


►► Select an indicator in the drop-down menu ③.
►► In the [Caption top] field ④, enter a name for the measuring point / data
source.
►► Enter text in the [Caption bottom] field ⑤.
►► Save the changes by clicking [OK].

Removing a measuring point / data source from the cockpit:


>> Activate the editing mode of the cockpit.
►► Click on [ ] ⑥ .
►► Click on [Yes].
>> The measuring point is removed from the active cockpit.
The measuring point remains available in the system and can be activated in
other cockpits!

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6.8.5  Scaling indicators / measuring points


The indicator elements in the private cockpit can be scaled by the user if required.
>> Activate the editing mode of the cockpit.
►► Click on [ ] of the required measuring point.
>> The [Configuration] window appears.

►► Enter a value in the field [Range minimum:]


►► Enter a value in the field [Range maximum:]
►► Click on [OK] to save the settings.
>> With "Range minimum" and "Range maximum", the start and end values of the
scale have been defined.

6.8.6  Defining own alarm limits


Limit values stored in data sources for a specific application are displayed as:
●● Lower warning limit
●● Lower control limit
●● Upper warning limit
●● Upper control limit
The prerequisite is that data is transmitted.
The limit values can be adjusted individually in the Cockpit menu in the [Table] tab.

Functions and limit values stored in the data sources remain unaffected by
the changes. The "new" limit values will only affect the alarm functions in
the LR SMARTOBSERVER.

►► Select Cockpit.
►► Click [Table] tab.

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LR SMARTOBSERVER

UK

►► Select a data source ①.


►► Click on [ ] ② .
>> The [Settings] window opens, with all warning and control limits set to [Use
default].
►► Deactivate [Use default] ③ to enter own limit values.
►► Enter limit in the input box ④.
►► Click [OK] to adopt the changes.
>> The new limit value is displayed in the corresponding table column.The limit
values of the relevant cockpit indicator are adjusted accordingly.
If a limit value is adapted, it will only be updated of a value of the data
source is changed.
To return to the default setting of the data source, tick [Use default].

Setting options for limit values:


●● A limit value is configured as [Use default], and the data source does not
provide any limit values: alarm is not active.
●● A limit value is not configured as [Use default], no limit value has been entered
manually: alarm is not active.
●● A limit value is configured as [Use default], and the data source provides a
defined limit value: alarm is active according to the configured alarm chain.
●● A limit value is not configured as [Use default], and a limit value has been
entered manually: alarm is active according to the configured alarm chain.

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7  Creating / using favourites


Favourites can be used to provide a direct access to the cockpit of a station or to
the analysis of a particular measuring point. Favourites can be deleted the same
way they were created.
In the following example, a cockpit is added as a favourite:
►► Open the required cockpit ① .

►► Click on [ ] ②.
>> The colour of the favicon changes to yellow.
Opening an existing favourite:
►► Select [Favourites].

>> [Workshop 1] e.g. is offered for selection.


>> Move the mouse pointer over the item to display an information window
indicating the favourite's menu / site location.
►► Select [Workshop 1] to go directly to the cockpit.
To delete a favourite and remove it from the list of favourites, deselect the
button [ ].

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8  Alarm
Under "Alarms" any limits that are exceeded or not reached are visualised and
organised. Pre-configured alarm chains and alarm escalation strategies can be
executed.
Depending on the topology, see example maps (→ 6.1), all alarms for a
group or specific alarms e.g. of a plant are listed!

An alarm counter offers a permanent overview of all open and unprocessed


messages / alarms in the [Alarm] menu button. The number of open alarms is thus
visible from any screen. The colour indicates the alarm type: UK
●● Alarm colour orange = failure
●● Alarm colour yellow = warning
●● Alarm colour green = plant OK
●● Alarm colour grey = data not available
Alarm limits can only be set by the system administrator! The colour code
for failures and warning messages can also be adjusted by the system
administrator!

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8.1  List of alarms


►► Select [Alarm] ①.
>> The alarm list with all "Open", "Accepted" and "Closed" alarms appears.

To visualise the alarms, choose either [List of alarms] ② or [Tickets] ③.


The [Alarm chains] tab ④ is used for alarm chain management.

►► For more information, double-click [Alarm message] ⑤


or
click [Alarm message] ⑤ and then [ ] .
>> The [Edit] window with all the relevant information about the alarm appears.
►► Click on [ ] ⑧ to adopt an alarm.
>> In the [Edit] window, timestamp, event and user are documented.
►► Open the [Edit] window of the alarm again.
►► Click [ ] ⑥ to create a maintenance task based on an alarm (→ 10.1).
►► Click on [ ] ⑦ to open the analysis of the alarm (→ 9 Analysis).
►► Click [ ] to open the spectrum analysis of the alarm (→ 9.4).

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8.2  Filtering the alarm list


The alarms displayed in the alarm list can be filtered. The following example
shows how to filter by "Open alarms":
►► Click on the arrow to the right of [State] ①.

UK
►► Select [Filter] ②.
►► Select [Open] ③
>> The open alarms are displayed.

8.3  Alarm tickets


In addition to the alarm list, it is also possible to select the display type [Tickets].
This display format shows all "Open" and "Accepted" alarms.
►► Select [Tickets] (→ 8.1 List of alarms).

① Ticket
② "Create maintenance task" to create a new maintenance task.
③ "Show analysis for data source" displays a graph of the measuring point.
④ To edit / accept the alarm, select "Accept alarm".
⑤ "Close alarm": The alarm ticket is processed and can be closed after completion.
⑥ "Show spectrum for data source" displays the captured VSE recording.
>> All tickets are displayed according to the priority of the incoming alarm
messages. The most recent failure ① (orange) is displayed first. The failures
are followed by warning messages (yellow). Again, the most recent message
appears first.

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8.4  Alarm management


Depending on the role defined by the system administrator, incoming alarms can
be edited.

8.4.1  Accepting / closing alarms


►► Click on [ ] to adopt an alarm.
>> In the ticket, the user who accepted the alarm is saved with a time stamp.
>> The icon switches to [ ] (Close alarm).
►► Click on [ ] to close an alarm.
>> The ticket ends with a time stamp.

Accepting / closing several alarms at once:


►► In the list of alarms, keep the [Ctrl] button pressed and select the required
alarms.
Or
Select an alarm in the list, keep the [Shift] button pressed and select the last
alarm of the required area.
►► Click [ ] to adopt the selected alarms.
>> A message indicates how many alarms are being accepted.
►► Click on [OK].
>> The alarms are accepted.The symbol changes to [ ].
►► Click [ ] to close the selected alarms.
>> A message indicates how many alarms are being closed.
►► Click on [OK].
>> The alarms are closed.

The analysis function allows a detailed evaluation of the upcoming alarm. It can be
opened directly from within the ticket.
►► Click on [ ] .
>> The analysis of the measuring point is displayed.

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UK

If there are VSE recordings available, the spectrum analysis can be opened from
within the alarm ticket.
►► Click on [ ] .
>> The spectrum analysis of the measuring point is displayed
The chapter Analysis (→ 9) contains a detailed description of the analysis function.

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8.5  Alarm chains


In the [Alarm chains] tab, you can configure for which alarm type (Maintenance /
Upper Warning Limit / Upper Control Limit...) and alarm state (Open / Accepted /
Closed) a message is sent to a defined operator or to an ERP system like SAP.
In order to be able to use the alarm chain function, a corresponding
alarm channel must be set up by the system administrator: SFI (e.g. for
connection to SAP), e-mail or SMS. The alarm channel VSE recording is set
up by default.

►► Select [Alarm chains] (→ 8.1 List of alarms).


>> A list of all configured alarm chains is displayed.

① Adding an alarm chain

② Delete alarm chain

③ Editing an alarm chain


④ Saving changes and exiting the editing mode

Alarms configured as an alarm chain in the "SAP" channel are transferred to


an ERP system (e.g. SAP) via the SFI module like for example maintenance
orders. It is possible for authorised "SAP users" to accept alarms from the
SAP environment. In the LR SMARTOBSERVER the alarm is identified
as "Accepted". After processing (maintenance order was carried out and
feedback was given), the SAP user sets the alarm to "Closed" in the LR
SMARTOBSERVER via SAP.

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LR SMARTOBSERVER

8.5.1  Adding an alarm chain


►► Click on [ ] to open the edit mode.
►► Click on [ ] .
>> The [Configure alarm chain] window appears.

UK

►► Select the [Alarm type] ① for which a message is sent.


►► Select the [State] ② that will trigger a message.
►► Select the [Channel] ③ via which the message is sent:
–– SAP (via SFI module)
–– E-mail
–– SMS
–– VSE recording (only available for alarm type VSE control limit and VSE
warning limit)
►► [Delay time] ④ Enter the time in minutes. When this time has elapsed, the
escalation chain is started.
Example:
- Operator / ERP (SAP) is informed about alarm
(SAP / e-mail / SMS).
- Escalation level 1 is triggered when the delay time is above
the limit value, line manager is informed, ... .
►► Select which [Operator] ⑤ will be notified.
►► Click [OK] to save the alarm chain in the system.
►► Click on [ ] to exit the editing mode.

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LR SMARTOBSERVER

8.5.2  Deleting an alarm chain


►► Click on an alarm chain.
>> The alarm chain is highlighted in blue.
►► Click [ ] to delete the alarm chain.
►► Click on [ ] to exit the editing mode.

8.5.3  Editing an alarm chain


You can edit an existing alarm chain at any time via "Edit alarm chain".
►► Click an alarm chain.
►► Click on [ ] .
>> The [Configure alarm chain] window appears (→ 8.5.1).
►► Edit the [Alarm type] / [State] / [Channel] / [Delay] / [Operator].
►► Click on [OK].
►► Click on [ ] to exit the editing mode.

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LR SMARTOBSERVER

9  Analysis
The "Analysis" menu allows you to analyse historical data of the measuring points/
data sources. A correlation between two or more values can be shown. Side
effects can be localised. Data is available for quality assurance purposes.
►► Select [Analysis] ①
>> Analysis opens on [Auto] or [Default] tab.
Other available selections are:
●● [Table] Tabular representation of the measuring points including
analysis data UK
●● [Default] Analysis defined by the system administrator
●● [+] Create your own analysis tabs.
●● "Spectrum" tabs are only displayed if there are VSE recordings available (→
9.4).

① Analysis menu button ⑥ Scaling aid, visualisation of instantaneous


values of the graph(s)

② Opening / closing the time axis to set the time filter ⑦ Legend for the analysis chart

③ Locking of the time interval "from" / "to" ⑧ Adding further data sources / graphs

④ Adding another period, further time axes are


inserted ⑨ Change view
(switch to table view)
⑤ Scaling of the Y axis/axes

A description of how to navigate to the analysis of a specific measuring point can


be found under Maps (→ 6.1).
Any number of measuring points / data sources can be presented in
different units per analysis chart!

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LR SMARTOBSERVER

Each Y axis with an own unit of measurement can be adapted via the scaling
option ⑤. The scaling option is displayed when the mouse pointer is moved over
the highest or lowest value of the Y axis.
Scaling of the Y axis, [°C] and [bar] in the example, can be changed from the left
to the right side of the chart. To do so, click on the unit of measurement and move
it while keeping the mouse button pressed. Process can be repeated as often as
required.
To use the scaling aid, position mouse button on Y axis, pointer symbol changes
from [+] to [↔]. Drag a scaling aid ⑥ by keeping the mouse button pressed.
Relevant measuring values are marked and displayed. Process can be repeated
as often as required.

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9.1  Chart
The analysis chart shows a chronological curve of recorded values from
measuring points / data sources. The most recent values are displayed at the
far right of the time axis. Older values are shifted to the left and out of the time
window.
The characteristic curves of the measuring points / data sources are displayed in
different colours (see legend):
Measured value
Upper warning limit Lower warning limit
Upper control limit Lower control limit UK

Analyses can be edited.


►► Click on [ ] ① .
>> The [Edit analysis] window opens.
You can edit the name of the analysis and the designation of the tab.
The [Endpoint now?] option defines that the visualised curve ends with the current
timestamp in the chart when this analysis is opened (timestamp at which the
analysis is opened or updated). If the [Endpoint now?] option is deactivated, the
visualised time range for this analysis will be permanently stored.

The chart is not updated automatically. The chart is updated when this
analysis is opened again or if the browser window is updated.

By selecting [Public view?] the analysis is made accessible to all users.

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The analysis period is set via the timeline ②.


The timeline offers setting options for day / month / year and the exact time:
●● To set the time range, use the [<] (1 day backward) and [>] (1 day forward)
buttons.
●● Selection of day / month / year via calendar button.
●● The time can be set via the [<] / [>] buttons or directly via the keyboard.
●● Close the lock symbol to fix the chosen time interval. If the start point is shifted,
the end point of the analysis follows with the requested time interval.
You can switch from chart to table view.
►► Click on [ ] ③ to display the progression of values in table format.
>> A table showing the value progressions is displayed.

►► Click on [ ] to get back to the chart.

9.2  Comparing measuring points / data sources


The [Default] and [+] tabs allow you to establish a correlation between multiple
values.
To compare different measuring points / data sources, the required data sources
are added to the chart.

►► Click [+] Add dataset ① to select data sources.

40
LR SMARTOBSERVER

>> [Add data source] opens.


►► Select data sources, e.g. temperature, pressure and level.
►► Click [OK] to confirm the selection.
To adjust the analysis period in the chart please refer to → 9.1 Chart.

>> The same time range is applied to all data sources, see timeline ②.
►► In the analysis chart legend, click the [-] button of the data source that is not
needed in order to remove it. UK
To remove or add further measuring points / data sources, proceed as
described above.
Via the legend for the analysis chart, the user can
●● show/hide the individual characteristic curves in the chart
●● change the colours of the individual characteristic curves

►► In the legend, click on a data source to show/hide it.


>> The characteristic curve of this data source will be shown/hidden in the chart.
Hidden data sources are greyed out in the legend ①.
►► Click on the coloured field next to the data source to select the required colour
from the colour palette ②. 20 different colours are available.
>> The data source in the legend and the corresponding characteristic curve in the
chart are shown in the selected colour.

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9.3  Historical analysis of a measuring point / data source


You can analyse the data of a measuring point / data source at different time
periods to assess, for example, the efficiency of a specific production. The time
comparison of a measuring point / data source also allows you to identify the
maintenance and service intervals that have taken place.
>> Analysis chart.
>> A time filter / time axis ① is displayed.
>> Legend ② indicates the type of line used for timer filter 1 / the characteristic
curve ③.
►► Click [Add period] ④ .

>> A second time filter / time axis ⑤ is displayed.


>> Legend ⑥ indicates the type of line used for timer filter 2 / the characteristic
curve ⑦.

To adjust the analysis period in the chart please refer to → 9.1 Chart.

>> The characteristic curves for the chosen assessment periods are displayed.
Any number of time axes can be displayed per analysis chart.

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9.4  Spectrum analysis of the measuring point (VSE recordings)


VSE recording is only available after entering the provided licence key (→
13.2.1 Licensing).

If there are VSE recordings available, they are displayed in separate tabs and can
be played there.
VSE recordings triggered by a maintenance task can be found on the tab
[Maintenance Spectrum]. VSE recordings triggered by an alarm are located on the
[Warning Spectrum] and [Damage Spectrum] tabs, depending on the alarm type
configured in the corresponding alarm chain (→ 8.5 Alarm chains). UK
The latest/current spectra are shown in the tabs. Older spectra can be opened via
the alarm tickets.
The following control elements are available for VSE recordings:

Play
Pause
Jump to the start
Jump to the previous sample
Jump to the next sample
Jump to the end
The VSE recording is displayed in the chart below the control elements.
The visualisation of the recording can be edited:
►► Click on [ ] to open the edit mode.
►► Click on [ ] .
>> The [Spectrum properties] window appears.
►► Adapt name, frequency band, unit, filter, amplitude, analysis method and
description and confirm with [OK].

You can delete stored versions of the spectrum analysis:


►► Click on [ ] to open the edit mode.
►► Click on [ ].
>> The [Spectrum properties] window appears.
►► Select the versions of the spectrum you wish to delete.
►► Click [ ] and confirm with [OK].

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The entire spectrum analysis of a measuring point is deleted as follows:


►► Click on [ ] to open the edit mode.
►► Click on [ ].
>> A query whether this spectrum is to be deleted appears.
►► Click [OK] to delete the spectrum analysis.

10  Maintenance
The Maintenance menu provides settings for preventive maintenance tasks. The
system offers predefined maintenance types. You can organise your preventive
maintenance and service tasks here.
►► Select [Maintenance].
>> A table with maintenance tasks opens.

►► Double-click on a maintenance job ①


>> The [Configure maintenance task] window ②appears.
Name, interval and reminder can be edited. When the changes are completed, the
maintenance task is set to a new date and saved via [OK].
When confirming the changes in the window "Add maintenance task", the
time period of the corresponding maintenance task will be set back to the
beginning!

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LR SMARTOBSERVER

10.1  Creating a new maintenance task


►► Select [Maintenance].
>> Open the Maintenance window.
►► Click [ ] ① Add maintenance task.

UK

>> The [Configure maintenance task] window appears.


►► Under "General" ②, [Subject] / [Description] can be edited, an [Operator] can
be selected.
>> [Location] shows information about the structure.
►► Under "Type" ③, select the [Type] of the maintenance task and carry out
further settings.Maintenance types:
–– [TIMER]
Settings: Interval (Daily / Weekly / Monthly / Quarterly)
–– [COUNTDOWN]
Settings: Source (counter input or pulse input) and counter (counter value)
–– [DATE]
Settings: Date (Day / Month / Year / Hour) and reminder (Day / Month / Year
/ Hour)
►► Select [Spectrum recording] to trigger a VSE recording, e.g. to trigger regular
VSE recordings in the context of maintenance tasks.
When a VSE recording is started, the VSE exits the monitoring mode!
During the recording, the VSE cannot monitor objects.

►► Click on [OK].
>> The new maintenance task is added to the list.

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The maintenance task [TIMER] enables recurring maintenance tasks according to


a fixed rhythm. Additionally, a reminder can be set.
For the maintenance task [COUNTDOWN] it is possible to select e.g. a pulse input
as source. Under Counter, the start value of the counter can be entered.
The maintenance task "Date" defines a one-off, specific point of time for
maintenance. A reminder can be set.

10.2  Exporting maintenance tasks


Use the [ ] button to export the created maintenance tasks as a CSV file.

11  Report
This application offers tools for generating global reports. Data can be exported as
CSV files and processed further.
A report contains the following information:
●● Name: measuring point / data source
●● Actual value: current measurement value
●● Unit: measured value
●● Time stamp: measurement
●● Upper / Lower control limit
●● Upper / Lower warning limit
●● Alarms
●● Minimum value
●● Maximum value
●● Last user
●● Alarms per day
●● Topology

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LR SMARTOBSERVER

11.1  Opening and saving reports


►► Click on [Report] ①.
►► Set the assessment period on the time axis ②
►► Click on [ ] (export) ③.

UK

>> The window "Save as xxxx-xx-xx_report.csv" appears.


►► Choose whether you want to save or open the file.

12  Exporting lists and tables


in the [Table] and [List] views, the [ ] button can be used for exporting. You can
use this button to save all values as a CSV table. An export example is given
under → 11.1 Opening and saving reports.

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13  Configuration
13.1  Data compression configuration
In the configuration (→ 5.3), the administrator can define the compression of data
according to the requirements on the [Data compression configurations] tab.
The raw data per measuring point generates a big data volume which is
saved on servers and in databases.
Up to 2000 measured values per display can be visualised in the LR
SMARTOBSERVER depending on the analysis period.
In order to minimise the provision time for a visualisation, 5 data
compression ranges are set by default in the basic setting. In every data
compression range measured values are compressed according to a
defined rule.
The visualisation in the LR SMARTOBSERVER accesses the required data
compression range depending on the analysis period, reducing the loading
time of the data needed to represent the measured values, e.g. in a chart
(→ 9.1).

Basic setting example:

The data compression range "Default 1 minute" calculates a mean value from 1
measured value/s = 60 measured values/min and saves this value including its
min. and max. values from this time period.
The data compression range "Default 10 minutes" calculates a mean value from
10 measured values of the data compression range "Default 1 minute" and saves
this value including its min. and max. values from this time period.

This procedure is used for all data compression ranges.


With 1 hour, the mean value is calculated from 6 values and with 1 day from 24
values of the preceding data compression range.
In the menu "Edit data compression configuration" time ranges can be defined to
save data. Older data outside these time ranges is deleted.
In the example, raw data older than 3 months is deleted. These values remain
available in the data compression range in a compressed form.

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13.2  VSE recording


VSE recording is only available after entering the provided licence key (→
13.2.1 Licensing).

In addition to triggering alarms when limit values are exceeded or not reached,
VSE recording enables triggering of alarm chains via a special alarm channel.
These alarm chains then initiate VSE recordings. In the configuration dialogue, the
administrator can make all relevant VSE recording settings for each VSE and each
object of a VSE (sampling frequency, recording time, resolution etc.).
Both alarms (→ 8.5.1) and maintenance tasks (→ 10.1) can be configured as a UK
trigger for VSE recordings. The set triggers initiate VSE recordings that are stored
as spectrum analyses. VSE recordings can be played in the "Analysis" menu
(→ 9.4). From the alarm ticket, the user can open the corresponding spectrum
analysis via the [ ] button.
When a VSE recording is started, the VSE exits the monitoring mode!
During the recording, the VSE cannot monitor objects.

The VSE recordings are stored in the directory


...\ProgramData\ifm electronic\VseRecording.

13.2.1  Licensing
The license key for a VSE recording configuration is available at www.ifm.com,
article number QLV001.
►► Click [ ] to open the configuration.
►► Click the [Licenses] tab.
►► Enter the licence number and licence key.
►► Click [Set license].
>> VSE is shown as licensed.

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LR SMARTOBSERVER

13.2.2  VSE recording configuration


To make VSE recording configurations, a corresponding user authorisation
is required (see LR Configuration Manager manual).

High-resolution VSE recordings create large data volumes, particularly


if several VSE recordings are carried out simultaneously or over longer
periods. In order to avoid restrictions of the system, the memory space for
VSE recordings has to be dimensioned accordingly.

The following 10 objects can be configured in the VSE unit:


●● Shock
●● BallBearing
●● Miscelaneous
●● Imbalance
●● V_Effective
●● A_Effective
●● D_Effective
●● EffectiveValue_a
●● EffectiveValue_v
●● Maintenance
Depending on the object, different parameters can be defined regarding the VSE
recording in the LR SMARTOBSERVER:
●● Name
●● Sampling frequency
●● Production time
●● Analysis method
●● Unit
●● Resolution
●● Frequency band
●● Filter
●● Amplitude
●● Topology
●● Description

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LR SMARTOBSERVER

In the editing mode, the object properties for the VSE recording can be adapted:
►► Select the required topology level and measuring point.
►► Select the required object of the VSE recording configuration.
►► Click on [ ] to open the edit mode.
>> The [Edit VSE recording] window appears.
►► Adapt name, recording time, resolution, frequency band, unit, filter, amplitude,
analysis method and description and confirm with [OK].
>> The object properties are changed for the selected topology level / measuring UK
point. The corresponding topology is displayed in the column "Topology".
An object configuration that has been adapted for a certain topology level can be
deleted:
►► Select the required object.
►► Click on [ ].
►► Confirm the query whether the VSE configuration is to be deleted with [Yes].
>> The object configuration for the selected topology level is deleted.
>> The standard configuration of the object is maintained.
The supplied standard configurations of the 10 objects cannot be deleted.

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