Ultratrend DMS 5.0 Data Management System

Ultratrend DMS 5.0 Data Management System
Ultratrend DMS 5.0
Data Management System
INSTRUCTION MANUAL
14 Hayes Street
Elmsford, NY 10523
V. 5.0
PH: 914-592-1220 Fax: 914-347-2181
Email: info@uesystems.com
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Ultratrend DMS Instruction Manual 5.0
Table of Contents
Introduction
Program Overview
System Requirements
Installation
Database & Storage Location Information
Hierarchy
Plant
Application
Group
Groups/Points in Alarm
Sending Groups/Points in Alarm to Ultraprobe 10,000 & 15,000
Location/Machine
Record/Plant
Historical Record
Image Attached/Wave Attached
Tabs
Record Information
Move a Record/Adding a Record
Images
Adding an Image/Deleting an Image/Attaching Image to Record
History tab
Chart tab
Alarms
Reports
IV Getting Started: Understanding Features
File
Open Plant/New Plant/Save a Copy of Plant/Close Plant
Configure Lists
Database Manager
Edit
Cut/Copy/Paste/Delete/Rename
Expand All/Collapse All
Edit Preferences
Communications
Configure Probes/Add New Ultraprobe
Sending Groups/Retrieving Groups/Clear Instrument/Help
Setting a Route
Drag & Drop
Viewing WAV files in UE Spectralyzer
Creating Reports
Help & Contact
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I.
OVERVIEW
Introduction
Ultratrend DMS is data organizing software for creating and maintaining databases that apply to
all the basic applications performed by the Ultraprobe models 3000, 9000, 10,000 and 15,000.
Users can select Generic inspections, Bearings, Leaks, Valves, Steam and Electrical
applications. It will store and organize records, provide reports, alarms and graphs. Users will
be able to transmit data from the Ultraprobe to a computer or from a computer to the Ultraprobe
via a USB connection, by Compact Flash Card (Ultraprobe 10,000) or by an SD card
(Ultraprobe 15,000).
Program Overview
Ultratrend DMS is similar in appearance and operation to Windows Explorer providing users
with a “Record Hierarchy” view of the data and the ability to sort, organize and archive records.
The record hierarchy is: Plant---Application---Group---Location/Machine---Record. Each Record
will maintain fields, which contain basic inspection data as well as a subsection for historical
information. The hierarchy design of the program provides users with the capability of everexpanding data management.
System requirements
Hardware requirements
 IBM PC or compatible. Capable of running Windows XP, XP Pro, Vista,
 Windows 7.
 256 MB or higher
 VGA monitor capable of displaying 256 colors.
 Mouse or other pointing device.
 Operating System requirements
 Windows XP, Vista or Windows 7
 1 Gigabyte of RAM required, 2 gigabytes recommended
Installation:
Note: Before installing Ultratrend DMS v 5.0, uninstall all older versions of Ultratrend DMS. This
will NOT delete your plant folder from the previous versions
If you download from the Internet, locate the file: “Ultratrend DMS v 5.0”.
For installation of Ultratrend DMS from your computer, locate the file “Ultratrend DMS v5.0” and
extract the contents of the folder. To install the program, double click on “setup.exe” and follow
the instructions.
To install Ultratrend DMS from a CD: insert the CD, select My Computer, select the appropriate
disc drive and click on the Ultratrend DMS folder. Click on the setup.exe” icon and follow the
instructions. Or open the “Start” and select the “Run” command, then select “setup.exe” and
follow the instructions.
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II.
DATABASE & STORAGE LOCATION INFORMATION
You must know where your Plant DMS Database is stored.
Ultratrend DMS 5.0 stores databases and related information in a folder called “DMS
Plants”. The default location for the DMS Plants is the C: drive (C:DMS Plants). The
databases and other related information can be stored on another drive, such as a
network location by selecting a drive during installation, by creating a new “DMS
Plants” folder or by copying the “DMS Plants” folder to a drive of your choice.
If the location of the DMS Plants folder is changed after installation, to locate: go to the
title bar: Edit – Paths and update the path. This is the path DMS will look for when
starting up.
To open a Plant, choose: File, Open Plants.
Browse to the location or the DMS Plants folder and click OK (this will be shown in the
top window). Plants that are in the DMS folder will show in the bottom window.
Changing the location of a DMS Plant
To change the location of a DMS Plant folder or to Backup or to define where
Spectralyzer is located; use the Edit – Preferences/Paths option located in Edit
Preferences. (See the Edit Preferences section.)
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III.
FORMAT/HIERARCHY
(Note: To build a Route, see Getting Started)
Plant
Application
Group
Location/Machine
Record/Point
Historical Record
A. PLANT
A Plant is the top of the hierarchy. A user can select an unlimited number of Plants. All
essential data is contained within the Plant, which includes: Application, Group,
Location/Machine, Test Point (the numbered location) and Historical Records. In order to view
any of the components, the Plant must be opened. A Plant can contain only the 6 Applications
listed below and an unlimited number of Groups and Locations.
To create a Plant: Go to File, select New Plant and use the New Plant Wizard.
B. APPLICATION
An Application determines the type of information to be uploaded to and downloaded from the
Ultraprobe. Each Application has its own unique record structure. A Plant can contain only 6
Applications. These are:
1.
2.
3.
4.
5.
6.
Generic
Valves
Bearings
Electrical
Steam
Leaks
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An Application can contain an unlimited number of Groups (Groups can be a general area that
includes the subject test equipment). An Application can be selected when the Create Plant
window is opened. After a Plant has been created, new Applications may be assigned as
follows:
1. Either click on Edit, select New and Select Application; or Right click on the opened
Plant.
2. Select New, then select Application.
3. Use the down arrow in the Application Type box to view the applications. Select the
Application.
4. Enter a Group name; select a descriptor format, (13/3 or 8/8). The descriptor will be
used to describe or label the item (Location/Machine) you will be testing and the Test
Point.
5. When finished, select the Create button.
6. If a Group was previously created in Excel it can be imported here.
C. GROUP
 The Group is your Route. It is the specific test or project area that includes the
equipment to be tested.
 The Group is what defines the records that are sent to the Ultraprobe.
 Only one Group at a time can be sent to an Ultraprobe and the entire Group will be sent.
 If your work plan requires using more than one Route at a time and you are using an
Ultraprobe 10,000 or 15,000, consider using multiple Compact Flash or SD cards; one
for each Route.
A Group contains a sequential set of records ranging from 1 to 400.
These records reflect the information found in the 400 memory locations of the Ultraprobe. A
Group holds an unlimited number of “History Information”. In the hierarchy structure, A Group
will be created under an Application. When assigned to an Application, the information collected
will be placed in fields that relate solely to that specific Application, (for example the data fields
for Bearing includes items such as Test Result, Temperature, while the data fields for Electric
will include voltage, humidity, etc.). A Group may be re-created in any of the 6 Applications.
To Create a new Group; highlight Application then: either select Edit, “New”, then Group; or
right click on an opened Application.
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1. Points Currently In Alarm
Test Points within a group that are in an Alarm state will be placed in a separate “Group” and
identified with an icon displayed next to the heading: “Points Currently in” Click on the + to open
and view any test points within the Group that have been selected as either in High Alarm or
Low Alarm status.
This set of Points in Alarm can be moved from just above the Group data in the tree to below
the group data or it may be removed. This is performed by opening Edit, and then selecting
Preference. Under General use the box titled: “Display Alarm Groups”. The change will
happen when DMS is closed and re-opened.
Sending Alarm Groups to an Ultraprobe: Alarm Groups may be sent to the Ultraprobe
10,000 and to the Ultraprobe 15,000. To send an Alarm Group up to the Ultraprobe 10,000 or
Ultraprobe 15,000, highlight the appropriate points currently in the Alarm state and select “Send
Group to Probe”. This action will send only the Baseline information from records that match
the appropriate Test Points in Alarm level to the Ultraprobe. These records will be stored
sequentially in the Ultraprobe. For example: if records 5 & 12 are in Alarm state, they will show
up as Record 1 & 2 on the Ultraprobe.
After taking new readings for the Points in Alarm with the Ultraprobe:
1. In Ultratrend DMS, highlight the Group name again and select “Retrieve Group from Probe”
2. Ultratrend DMS will update the records and remove them from the “Points in Alarm” Group.
D. LOCATION /MACHINE
This is the test subject. It may contain one or more Test Points. The Location/Machine name
may be set using 8 or 13 characters depending on how the test equipment and test point
identification boxes are configured. When creating a database it is important that you consider
a name that will be understood by all users. A Location is tied to a specific Group within a
specific Application. It will contain the Historical Records of each Test Point and must stay
within the Application.
Note. If there is a need to change the name of a Location/Machine, right click on the descriptor
and select Rename.
To create a new Location/Machine:
Highlight the Group and then Select Edit, New, Location/Machine; or right click on Group and
select New, Machine/Location.
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E. RECORD/POINT
The Record/Point is the specific test point that will contain all the Historical Records that are
listed by date of entry. The Record/Point may be set using 8 or 3 characters depending upon
the selected “Location/Machine” format.
The Record/Point will be listed sequentially in order of a specific test route. Therefore the first
Record/Point will automatically be assigned 001, the next 002 up to 400 (to cover up to 400
records).
When data is entered into the Record/Point, an Historical Record will be created. After it is
created (either by downloading data from the Ultraprobe 15,000, 10,000. 9000, 3000 or
manually entered) the Historical Record will be listed under each Record/Point as a date.
To create a new Record/Point:
1. Highlight a Location/Machine
2. Select: Edit, New, Record/Point; or Right Click on a Location/Machine. Select: New
then Record/Point.
F.
HISTORICAL RECORD
An Historical Record contains data Fields associated with a specific Application. Each time an
inspection is performed, the new data will be stored in the Historical Record Fields associated
with the time and date in which the inspection data was collected.
The first entry is defaulted by the program as the Baseline record. This may be changed by
clicking on the Baseline Icon located in any Historical Record. It is the Baseline record that is
uploaded to an Ultraprobe. The Baseline information is used to be compared with the test data
as it is being collected and it is the record used to set Alarm levels.
With the Ultraprobe 15,000, if sound files and/or images have been attached to the Baseline
record, all will be sent for viewing on-board while performing inspections out in the field.
The Historical Record contains data Fields that are downloaded from the Ultraprobe
and uploaded to the appropriate Ultraprobe. You may create an unlimited number of “Historical
Records” for each Record/Point.
An Historical Record contains all the inspection data unique to a selected APPLICATION. To
view an Historical Record, it must be selected in the tree on the left of the data screen.
The data can be automatically entered into the Historical Record by downloading the
information from the Ultraprobe.
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If images have been attached or if sound (.WAV) files have been connected to a particular
Historical record, an icon will be attached.
1. Image Attached Icon
When an Image has been attached to an Historical Record, an Icon will appear to the left of the
Test Point in the Hierarchy tree
2. Wave File Connected Icon
When a Wave File has been attached to an Historical Record, an icon will be displayed to the
left of that record.
IV.
TABS
The tabs on the upper right side of the screen may be opened by clicking on them. These are
the tools to use after a route inspection has been performed.
a. Record Information
This tab brings the test record information to the screen. It contains the test data for an
historical record and therefore cannot be opened until a specific historical record
located in the “tree” on the left side of the screen has been selected.
Typical data viewed in an historical record :
The information viewed is:
Date/Time
dB, Frequency
Mode (the test mode used in the
Instrument: (Real Time, Peak Hold,
Snap shot)
Offset Value (if offset has been used
(refer to your instrument manual
for details of both Mode and Offset
Value)
Alarm (value)
Location/Machine
Comments (enter relevant comments in the box)
WAV File (if a sound is attached to the record, it can be viewed using the open
button.
Record Path (To show where this record resides)
Module Type
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Inspector ID
Meter Response (how the intensity & dB indicators move: Fast, Medium, Slow)
Units (Standard or Metric)
Scale (Relative or Offset – refer to Ultraprobe user’s manual for details)
Instrument: enter the Ultraprobe used for this test
Serial Number: enter the serial number of the instrument used for this test.
Test Results (this data varies depending on the application)
Move a Record
After an Application is set and the data is entered into a Record/Point there may be occasions
when the sequential order must be changed. A Record/Point may be out of sequence or in the
wrong position.
To change the order, click on the Record/Point you wish to move:
1. Drag it to the new location.
2. A dialog box will open and ask, “Move the selected record and insert after the drop location?”
3. If this is correct select “OK”
4. If it is not what you wish to do select “Cancel”
5. Once selected all the values located below the point of the drop location will be automatically
updated in sequential order.
Delete a Record
To delete a record:
1. Select the record you wish to delete
2. Right click the mouse and select Delete
Adding a Record
To add a record:
Right click on the desired LOCATION/MACHINE
Select Create Record/Point
b.
Images
An Image can be attached to a Group, Location/Machine, (test) Point, Historical Record or
Baseline.
An Image or sound file that has been saved to a (test) Point while using the Ultraprobe
15,000 will automatically be attached to that historical record when downloaded to DMS.
For Ultraprobe 15,000 users, when an image is assigned to a baseline it will be
uploaded to the Ultraprobe 15,000 along with other baseline information.
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For any of the digital Ultraprobe models, once an image has been assigned to an
Historical Record, it may be attached to any category in the tree above it: Baseline, Point
Location Machine, or Group.
Multiple images may be attached to any of the above categories. When generating a
report, you may include up to 4 images for the test point included in the report.
When an image is assigned to a Point it can be included in a Report.
There are three main functions in the Image tab: “Add”, “Remove”, “Attach To”
i.
ii.
iii.
Adding an Image: If an image is to be entered and linked to a Group,
Location/Machine, (test) Point or Historical Record manually, perform the
following:
1. Highlight/select the category (e.g.: Point)
2. Select the Images tab if it has not been previously selected
3. Locate the Add button on the bottom, left of the Images tab box
4. Click on the Add button
5. Using the Windows box, locate the file and then select OK
Deleting (Removing) an Image: To delete an image –
1. Highlight/select the Location/Machine, Test Point or Historical Record
2. Select the Images tab if it has not been previously selected
3. Be sure the image you want to delete is highlighted
4. Locate the Remove button on the bottom, left of the Images tab box
5. Click on Remove
Attach To: This must be performed after an image has been “Added” to the
Image file. If an image is attached to an historical record, than you can select
any of the categories above it when Attach To is selected.
There are two methods for attaching an image.
The first is to use the Historical Record. To attach an image using the Historical Record:
1. Select the Historical Record
2. Open the Image tab
3. Select Attach To and then click on one of the categories (Baseline, Point,
Location/Machine or Group)
The second is to use any other category (Baseline, Point, Location/Machine or Group):
1. Select the category to which you will attach the image
2. Click on Attach To
3. Click on the category
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c. History
The History Chart is a spread sheet to display selected information for a specific Test
Point. The information will also be used to create a trend chart. To create the spread
sheet in the History tab:
1. Select the desired Test Point
2. Open the History tab if it has not already been opened
3. Use the Selector box located on the extreme right of the History tab
4. Highlight the desired test information item
5. Use the left arrow key to move it to the spread sheet
6. Use the right arrow to remove any column from the spread sheet
d. Chart
The Chart tab displays the information you selected in the History tab as a Trend Chart.
The Y Axis displays the dB while the X Axis shows the date. The Y Axis scale can be
adjusted by selecting the high and/ or low values and re-entering a new value. If the
chart line values are too high up the scale and difficult to read, select the highest value
shown at the top of the chart, then re-type a higher value. For example if the highest
value were “50”, highlight the “50” and re-enter a higher value, such as “60”. The chart
will move down. For low values, perform the same, select the lowest value and enter a
new, lower value.
When viewing a Chart, there is an option to print the Chart or to save the chart. If the
Chart is saved, it can be attached to a “Point” that will be inserted into a report. It can
also be attached to a Baseline record for sending to an Ultraprobe 15,000 and viewed
while inspecting a Route.
e. Alarms
Alarm levels can be set for high and low alarms. A new baseline level can also be set.
To use an Alarm tab the Historical Record must be selected. It is recommended that the
Baseline Historical Level be opened when creating the alarms. If a new baseline is to be
used, select the appropriate baseline Historical Record and continue.
When the Alarm tab is opened, there are two choices: Update All Alarm Levels using
values or Update All Alarm Levels using deltas.
1. Update All Alarm Levels using values:
a. This defaults to a Low Alarm of 8 dB and a High Alarm of 16 dB over
the first reading. The first reading is automatically assumed to be the
Baseline reading
2. Update All Alarm Levels using deltas
a. This can be used to determine the low and high alarm levels over a
set Baseline reading. Here you may select any dB value over the
baseline. For example, should you find that an appropriate low alarm
level for a test subject is 10 dB over the Baseline reading, set the 10
in the Low Alarm Delta box. Then determine what the High Alarm
value should be and enter that in the High Alarm Delta box.
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The record information of the specific Historical Record you have selected when opening the
Alarm tab will be displayed in the box at the bottom labeled: “Record Information”.
f. Reports
A report may be generated for any Group within an Application. To generate a report:
1. Select an Application
2. Select a Group
3. Within each Group there is a dialog box with report templates that are
“Application-Specific”. You can select from any of these templates or you
can create your own “Custom Report”.
4. If a report format has been saved, it may be opened in the “Create SQL”
dialog box
V.
GETTING STARTED: Understanding the Features
A.
FILE:
Under File there are the following Features/Actions:
i.
Open Plant: Here you can open a previously created Plant which will
contain all the basic route information and data.
ii.
New Plant: This is used to create a new plant and will open the New
Plant Wizard to help guide you into creating your route details.
iii.
Save a Copy of Plant: If you want to reproduce a previously created
Plant, this selection will provide you with a list of the Plants you have
created. Select the Plant to be copied and then edit or reformat to create
a new, but similar Plant/Route.
iv.
Close Plant: Select a Plant in the tree that you want to close, then select
Edit, Close Plant and that Plant will be removed from the tree.
v.
Configure Lists: These are lists that contain information related to
describing details of a test for an Application. They can be uploaded to
the Ultraprobe 10,000 and 15,000 to be used when entering test data in
the field and can also be used as short-hand descriptions when entered
into an Historical Record when a route has been downloaded to DMS.
The list descriptions are preset in the software but can be changed or
“Configured”. To change a list:
1. Select: Edit, Configure Lists
2. Choose an Application
3. On the lower left of the Edit Lists box is List Name: This is the
name of a specific test item that is appropriate for the selected
Application.
4. Select the List Name you want to edit, for example: Test
Results
5. The List Item Box on the Right side of the Edit Lists box will
display the item as 3 letters such as “NE” for Not Entered or
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“LUB” for Lubricate or, if Electric was selected, “COR” for
Corona.
vi.
6. Highlight the List Item and change using up to 3 capitalized
letters.
7. If you want to return to the original List as it came from the
factory (the “default” values), click on the “Revert to Default”
box.
8. Click OK when through
Data Base Manager: This feature is used to re-format your route data. If
the original setup needs to be changed, you may do so here. When
selected, the dialog box offers the following changes: Split a Group,
Merge Two Groups, Move a Group, Split a Plant, Merge Two Plants,
Repair Group. The Repair Group function helps repair corrupted or
unrecognized data in a Group.
B.
EDIT
Under Edit, are the following Features/Actions:
i. Cut a Location/Machine, Test Point or Historical Record
ii. Copy: Copy a Location/Machine, Test Point or Historical Record
iii. Paste: Paste a “Copied” or “Cut” Location/Machine to a Group, or a Test Point
to a Location/Machine or an Historical Record to a Test Point. Once copied,
edit to suit if needed.
iv. Delete: any item in the route tree can be deleted using this function.
v. Rename: change the name of a Group, Location/Machine or Test Point.
vi. Expand All: If the data in the tree is collapsed, expand it with this feature.
vii. Collapse All: If the tree is too large and needs to be collapsed, use this.
viii. Edit Preferences: This opens a dialog box with the following tabs:
1. General: there are two options to select:
a. Language: Select from a list of languages here. After the selection
has been made, the changes will occur only after the program has
been shut down and re-opened.
b. Display Alarm Groups: This allows you to move the position of an
Alarm group to either the top of the group data or below it. If you do
not want an Alarm Group to be displayed, select: Do not show Alarm
Group.
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2. Backup Settings: To avoid missing or losing data, this feature lets you select
when to back up a database. The backup will be performed before a
selected action.
One or all can be selected. The selected actions are:
a. (before) Closing a Group
b. (before) Importing records
c. (before) Splitting a Group
d. (before) Dragging and Dropping
3. Paths: The paths to “DMS Plants”, “Backups” and “Spectralyzer Paths” are
located here. If any of these items are moved to another location, or if DMS
cannot find these paths, identify where they reside. Use the folder icon
located next to any of the three items. The “Browse For Folder” window will
open to find the location for the link.
COMMUNICATIONS
This is the tab used for uploading or downloading data from the Ultraprobe. Baseline
data will be uploaded to the Ultraprobe 9000, 10,000 and 15,000. Test results will be
downloaded from the Ultraprobe 3000, 9000, 10,000 and 15,000. The Communications
tab contains the following:
1. Configure Probes: Each Ultraprobe model is different and therefore DMS must be
configured to the specific Ultraprobe being used for data transfer. Configure Probes
opens a Probe Manager window which will display a list of Ultraprobe instruments.
To configure a Probe:
a. To add a new Ultraprobe, click on the New button located on the bottom of
the window to open the Wizard. There are two methods of establishing the
Ultraprobe for DMS recognition:
i. Automatic Probe Detection: With the Ultraprobe connected to the
computer, or the CF or SD card inserted into the computer, DMS will
search for the Ultraprobe and register it for future connections.
ii. Manual Setup: When selected the Manual Probe Setup Wizard will
open. Select the desired Ultraprobe, click on Settings to create the
communication protocol; Enter the name and drive for the SD card, CF
card or USB port; then select Next and DMS will test the connection.
When complete, a confirmation will be displayed.
b. If you want to remove an Ultraprobe displayed in the list, highlight it and click
on the Remove button located on the bottom of the window.
c. If the Ultraprobe model you use is displayed in the list, highlight it and check
to be sure the listed drive is correct. If not either:
i. Remove the Ultraprobe and then select the New button located on the
bottom of the window to configure the Ultraprobe.
ii. Open the Settings box located on the Right side of the window and in
the Name box, delete the drive and enter the new drive location (for
C.
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example if it read UP15000 on D:\ and the actual location was C, click
in the box and highlight the drive and type in the correct drive .
2. Selected Probe: This will let you know which probe has been selected for
communication with DMS. If you use multiple probes, it is recommended that you
routinely check this before uploading and downloading data.
3. Test Connection: After an Ultraprobe has been connected to the computer, make
sure the data transfer will be successful. Use Test Connection to be sure the CF,
SD or USB connection is working.
4. Send Group to Probe: To Upload a Group to an Ultraprobe 9000, 10,000 or
15,000:
a. Be sure the Ultraprobe is connected or the appropriate memory card is
inserted
b. Check to see that the Group to which you will place the data is highlighted (in
the tree on the left of the screen)
c. Test the connection:
d. Upload Group.
e. Window messages will read: “Loading Record ___of___ “, followed by:
“Upload Successful”, “Opening Connection to Probe”, “all files copied
successfully”.
f. Click on OK
The baseline data will be uploaded.
NOTE: For instructions regarding uploading to an Ultraprobe, refer to your instrument
instructions.
5. Retrieve Group from Probe: To download a Group from an Ultraprobe 3000, 9000,
10,000 or 15,000,
a. Be sure the Ultraprobe is connected or the appropriate memory card is
inserted
b. Check to see that the Group to which you will place the data is highlighted.
c. Test the connection.
d. Select Retrieve Group from Probe. A window will open with a message:
“Please select where to insert the downloaded records.”
i.
There are three selections: Plant Name, Application Type and
Group Name. BE SURE TO check each selection box before
continuing.
e. When you are sure the data will be sent to the correct location:
f. Select OK.
6. Clear Instrument
This will delete data from the Ultraprobe or Ultraprobe memory card
Make sure the instrument is connected or the appropriate memory card is inserted in the
computer
Open Communications
Select Clear Instrument
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A message window will read: “Opening Connection to Probe…Probe Data Cleared”
Select OK
HELP
This contains two items: the Instruction Manual and About Ultratrend DMS
About Ultratrend DMS will open a window with information about the version, and
contact information.
VI.
SETTING A ROUTE
It is recommended that you clear any opened Plant before creating a new route. To do this:
A. Highlight the Plant, right click, and select Close Plant.
B. Click on File and select New Plant
C. The New Plant Wizard will open
1. Create and enter a Plant Name
2. Select an Application (either click in the Application box or use the pull-down arrow)
3. Create a Group Name (Where will you be testing?)
4. The DMS Plants Folder allows you to select where this Route will reside. For
example, the program defaults to your local drive, usually C, however if it is to be
shared in a network, you can locate that drive and enter the folder there.
5. The Descriptor format is 13/3 and 8/8. This will be used to describe/identify both the
location or machine and the test point or record number. If you select 13/3, the
location/machine will have 13 alphanumeric characters while the record/test point will
be limited to 3.
6. When done, click OK
D. A new Plant Wizard window will open to create your Group data. There are 3 ways to
create your test Group:
1. Default: The default configuration is columns for: Group Name, Location/Machine
(remember 13 or 8 characters), and Point (3 or 8 characters). If you want to view an
example of what this will look like, click on the Example box located in the top right
corner of the window..
2. Copy from Group: select this and a window will open for DMS Plants. You can
select one of the Plant folders, open and select the file with the extension: .mdb.
The Group will open with the original data removed and will be ready for new data
entry.
3. Copy from Excel: If a Group has been created and saved in Excel, you can locate
and copy it to the new Plant Group. If you want to view an example of what this will
look like, select the Example box located on the right next of the Copy From Excel
box. To copy, click on the Copy From Excel box. A window will open to help you
select the path of the file. After it is located, click on the file and either double click or
select OK. When through, click on OK.
4. Save to Excel: When a Group has been created, before exiting by clicking the OK
button, you may save it to Excel where you can use for future routes or edit and save
for future use.
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E. Alternative method: There are three alternate methods to set a route:
1. Detailed
2. Basic
3. Raw
1. Detailed: all the necessary information for the Route will be entered. It is
advisable
that before setting up a Route with details, walk through the test
areas to note the best way to proceed. Look for areas that could complicate the
inspection flow and adjust the sequencing of test points accordingly.
In DMS, create: Plant, Application, Group
a. Fill in the details as required in the Set up Wizard
b. If the data has previously existed in Excel, that can be imported using the
Copy from Excel box in the New Plant Wizard.
c. Upload the data to the appropriate Ultraprobe
d. Perform the test following the Route
e. Download the Data
f. If new Location/Machine or test points have not been entered in the original
setup but were data logged, the DMS data tree will add them. Right click on
each new item to rename.
g. If the test points or Location/Machine are not in the desired sequence,
perform a “Drag and Drop” operation to move the item to the desired
sequential location. (See section VI Drag and Drop)
2. Basic: In this method, the inspection will be performed in the field with limited
data uploaded to the Ultraprobe. The process will then require renaming the
Location/Machine and Test Points after the data has been downloaded to DMS.
a. If new, select: Edit, then New, and then Plant
b. Provide a name for the Plant
c. Select the Application
d. Label/name the Group
e. Perform the test in the field
f. Download to DMS
g. If needed, any of the original items can be re-named
h. If the test points or Location/Machine are not in the desired sequence, perform a
“Drag and Drop” operation to move the item to the desired sequential location.
(See section VI Drag and Drop)
3. Raw: In this instance, no Route has been created, the test is performed in the
field and the data is to be downloaded to DMS after the test is completed.
a. Perform the test in the field
b. Open DMS, create either: Plant, Application, Group
c. Select Group by clicking on it (it will be highlighted in Green)
d. Open Communication and download the route
e. Rename Location/Machine, and Point
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f.
VII.
If the test points or Location/Machine are not in the desired sequence, perform a
“Drag and Drop” operation to move the item to the desired sequential
location(See section VI Drag and Drop)
DRAG & DROP
This is a typical Windows function. When you have finished planning a Route or have returned
from a Route and discover the sequence of your Route needs to be changed, use the Drag &
Drop feature. Left click and hold the mouse button over the out of sequence “Location/Machine”
or “Test Point”, and drag it to the desired location. Release the button at the desired location.
You will be asked “Are you sure you want to move the selected Location?”, if you do, click on
Yes and the move will be completed.
VII VIEWING WAV (SOUND) FILES IN UE SPECTRALYZER
If a sound file has been attached to a record (Historical Record) in the Ultraprobe 10,000 or the
Ultraprobe 15,000, the file link will appear in the WAV File window on the Record Information
tab when an Historical Record has been opened. To view the sound in UE Spectralyzer, look in
the WAV File box on the Record Information tab and click on Open. Wait for UE Spectralyzer to
open and click on Run in the Spectralyzer window.
To enter a sound (WAV) file manually, after an historical record has been created:
1. Use either an SD or Compact Flash card or memory stick to transfer the sound to
a file/folder.
2. Insert the memory card (CF Card) into the card reader or into the memory port
of your computer.
3. Open My Computer
4. Locate the temporary drive for the memory card
5. Select the WAV file.
6. Open Edit and select Copy (or use Ctrl/C)
7. Open Program Files
8. Open the Ultratrend DMS root directory select DMS Plants
9. Open the Plant Folder being used
10. Open Edit and select Paste (or use Ctrl/V).
11. Paste the WAV file into the WAV folder in the plant you are using
12. Open the Historical Record and in the Record Information tab
13. look for the WAV File box
14. use the File icon
15. locate the path to the sound file
16. click on the file, select Open or double click on the file. The sound path will be
registered in the WAV File box.
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VIII. CREATING REPORTS
There are three procedures for creating a report: using Icons for Specific Applications, Creating
a Custom Report and Creating a SQL Report. To use any of these, refer to the instructions
below.
A. Creating a Report using Icons Templates
There are 6 Icons representing the Applications in DMS: Generic, Bearing, Electric,
Leak, Steam and Valve.
1.
a.
b.
c.
Generic:
Select the Group you will use for the report
The Generic icon will be highlighted and a dropdown menu will appea
Your choices for the report include:
i.
Alarm Report: This will produce test points that are in an alarm state. It will
be created in MS Excel. To use this report effectively, you must have set
alarm levels in DMS.
ii.
2-Up Images: This report will put two individual records per page with one
image per record. It will choose the very first image in the record.
1.
The Path file window will open: select the path and name the
report
2.
Click OK
3.
Review your report
d. Everything: This report will include all the data entered in DMS for each test
point. There are two formats to select: Excel or Text Spreadsheet (.csv). Once
saved, the spreadsheet can be edited.
e. Master Route: This spreadsheet is useful for mechanical routes. This is saved
as an MS Excel spreadsheet and contains the Test Point data for your Group.
The columns include: Point #, Name, Location/Machine, Alarm, Lubricated and
Comments
To Generate one of the above reports:
1. Select the report template you will use
2. Click on the Generate Selected Report box
3. Choose the path to the file window opens, name the file and select the path.
4. A window will announce the report was successfully created. Locate the file
and review the results. Just the data for test points in the alarm state (Low or
High) will be displayed.
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2. Bearing
1. Select the Group you will use for the report
2. The Bearing icon will be highlighted and a dropdown menu will appear
3. Your choices for the report include:
a. 4-Up Images: In this report you can attach up to 4 images for a test point.
i. When selected, a window will open, select the point you will use in the
report and the images that were attached (up to 4) will be included in the
report.
ii. Select the image or images.
iii. In the pull down arrow you may select the image and the position in which
you would like the image to set in the report (as image 1, 2,3 or 4). You
may also select not to use the image.
iv. Click OK
v. The Path file window will open: select the path and name the report
vi. Click OK
vii. Review your report
b. Alarm Report: This will produce test points that are in an alarm state. It will
be created in MS Excel. To use this report effectively, you must have set
alarm levels in DMS.
c. Lube Route: This will generate a report for those bearings in an alarm state.
The columns in this report are: Machine, Point, Date, Frequency, dB,
Sensitivity, Low Alarm, High Alarm, Alarm Status, Type of Lube, and Lubed.
d. Everything: This report will include all the data entered in DMS for each test
point. There are two formats to select: Excel or Text Spreadsheet (.csv).
Once saved, the spreadsheet can be edited.
e. Master Route: This spreadsheet is useful for mechanical routes. This is
saved as an MS Excel spreadsheet and contains the Test Point data for your
Group. The columns include: Point #, Name, Location/ Machine, Alarm,
Lubricated and Comments
4. To Generate one of the above reports:
i. Select the report template you will use
ii. Click on the Generate Selected Report box
iii. Choose the path to the file window opens, name the file and select the
path.
iv. A window will announce the report was successfully created. Locate the
file and review the results. Just the data for test points in the alarm state
(Low or High) will be displayed.
3. Electric
1. Select the Group you will use for the report
2. The Electric icon will be highlighted and a dropdown menu will appear
3. Your choices for the report include:
a. 4-Up Images: In this report you can attach up to 4 images for a test point.
v. When selected, a window will open, select the point you will use in the
report and the images that were attached (up to 4) will be included in the
report.
vi. Select the image or images.
vii. In the pull down arrow you may select the image and the position in which
you would like the image to set in the report (as image 1, 2,3 or 4). You
may also select not to use the image.
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viii. Click OK
ix. The Path file window will open: select the path and name the report
x. Click OK
xi. Review your report
b. Alarm Report: This will produce test points that are in an alarm state. It will
be created in MS Excel. To use this report effectively, you must have set
alarm levels in DMS.
c. Everything: This report will include all the data entered in DMS for each test
point. There are two formats to select: Excel or Text Spreadsheet (.csv).
Once saved, the spreadsheet can be edited.
4. To Generate one of the above reports:
i. Select the report template you will use
ii. Click on the Generate Selected Report box
iii. Chose the path to the file window opens, name the file and select the
path.
iv. A window will announce the report was successfully created. Locate the
file and review the results. Just the data for test points in the alarm state
(Low or High) will be displayed.
4. Leak
1. Select the Group you will use for the report
2. The Leak icon will be highlighted and a dropdown menu will appear
3. Your choices for the report include:
a. Alarm Report: This will produce test points that are in an alarm mode. It will
be created in MS Excel. To use this report effectively, you must have set
alarm levels in DMS.
b. 2-Up Images: This report will put two individual records per page with one
image per record. It will choose the very first image in the record.
i. The Path file window will open: select the path and name the report
ii. Click OK
iii. Review your report
c. Compressed Gas: This report displays data for your leak survey. It can be
used for any gas. The default gas selections in the sheet are: Compressed
Air, Argon, Helium, Hydrogen and Nitrogen. It will compute the cost of the
leak and the impact on your plant’s Carbon Footprint. You may adjust your
local carbon gas emissions in the coefficient located on the bottom of the
Compressed Gas report sheet. There are tabs on the bottom of the spread sheet
which will guide you to: Cost, Report (annualized updated report), Month (Monthly
results), Master (this blank sheet is only used to facilitate importing of data and
does not need to be used), Flow Rate Chart (for setting your CFM “Guesstimate”)
and a Coefficient Table to select your greenhouse gas results by the state/area in
which you perform the test.
It will report the savings per month and globally update the Report Sheet to review
your results on an annualized basis.
22
d. Everything: This report will include all the data entered in DMS for each test
point. There are two formats to select: Excel or Text Spreadsheet (.csv).
Once saved, the spreadsheet can be edited.
4. To Generate one of the above reports:
i. Select the report template you will use
ii. Click on the Generate Selected Report box
iii. Choose the path to the file window opens, name the file and select the
path.
iv. A window will announce the report was successfully created. Locate the
file and review the results. Just the data for test points in the alarm state
(Low or High) will be displayed.
5.
Steam
1. Select the Group you will use for the report
2. The Steam icon will be highlighted and a dropdown menu will appear
3. Your choices for the report include:
a. Alarm Report: This will produce test points that are in an alarm state. It will
be created in MS Excel. To use this report effectively, you must have set
alarm levels in DMS.
b. Steam Report: This report details the steam trap survey results and the
steam trap condition. When you select this template, a “Select Report
Conditions” window will open. Select the conditions you want to use in your
report. You can select:
All Conditions, NE (Not Entered), OK, LEK (Leak), BLW (Blow through), NIS
(Not In Service), PLG (Plugged), SIZ (Sizing issue),OTH (Other). When you
have made your selections, click OK.
The test report will include columns for: Point #, Area, Point, Manufacturer,
Application Type, Operation Type, Pipe Size, Orifice Size, Inlet Temperature,
Outlet Temperature, (if used) A, B, C,D, Test Results
c. Everything: This report will include all the data entered in DMS for each test
point. There are two formats to select: Excel or Text Spreadsheet (.csv).
Once saved, the spreadsheet can be edited.
4. To Generate one of the above reports:
i. Select the report template you will use
ii. Click on the Generate Selected Report box
iii. Chose the path to the file window opens, name the file and select the
path.
iv. A window will announce the report was successfully created. Locate
the file and review the results. Just the data for test points in the
alarm state (Low or High) will be displayed.
6. Valve
1. Select the Group you will use for the report
2. The Valve icon will be highlighted and a dropdown menu will appear
3. Your choices for the report include:
a. Alarm Report: This will produce test points that are in an alarm state. It will be
created in MS Excel. To use this report effectively, you must have set alarm
levels in DMS.
23
b. Everything: This report will include all the data entered in DMS for each test
point. There are two formats to select: Excel or Text Spreadsheet (.csv).
Once saved, the spreadsheet can be edited.
4. To Generate one of the above reports:
i. Select the report template you will use
ii. Click on the Generate Selected Report box
iii. Choose the path to the file window opens, name the file and select the
path.
iv. A window will announce the report was successfully created. Locate the
file and review the results. Just the data for test points in the alarm state
(Low or High) will be displayed.
A. Custom Report
Create a report using only the data you want.
1. Select the Group you will use in the report.
2. Click on the Custom Report Box
3. The “Select Fields” dialog box opens. Select each item you wish to use in the report. Use the
right-pointing arrow button to add to the “Included Columns” box. If you wish to remove an
item you added to the “Included Columns” box, highlight the item in the box, then use the leftpointing arrow button.
a. To add all items, in the left “Available Columns” box, select the right-pointing arrow
“All” button. To remove all items from the “Included Columns box”, use the leftpointing “All” button.
b. To move an item up or down in the “Included Columns” box, use the “Up” or “Down”
button. It will move an item up or down one space each time the button is selected.
4. When through, select the Next button.
5. The Filter Rules Dialog box will open. You have 3 choices:
a. “Export all data” All your selected data will be exported without any filtering.
b. “Export Data that matches ANY rule”. Using ANY will allow for multiple filters that
might not be related. For example, you might want to look at data from 2 groups. It
is “inclusive”. For example, you can use “A and B and C and D”.
Use the ANY to use more
inclusive rules
Use the ALL to use more
restrictive rules
24
c. “Export Data that matches All rule”. This will be a limited report to a narrow scope
of information. Here you will have to define exact parameters such as a specific
date range, Alarm Status and specific Group. It is more restrictive. For example,
“Only A and B”.
6.
The Preview box will open. If you wish to change anything use the “Back” button. If you
approve of the items shown, select the “Next” button
7. The “Select Output File Type” dialog box has 2 options: Microsoft Excel 2003-2007 Workbook and
the Comma Separated Text File (*.csv). If you select the Microsoft Excel option, be sure that you
have this program already installed in your computer. Select “Next”
8. To save this report you will need to select a location in the “Save As” box. Check to see if the file
name is correct (change if not), check the Save In box to be sure the report is going to be saved in
the correct location. To save, select the Save As button. If you do not want to continue, select
Cancel
9. The next dialog box is “Export Completed”
10. If you do not wish to save this query, select “Finish”
11. To save this query for future use: Select the “Save this Query” button. When this is selected, the
“Save As” box opens. Select the folder and location in which you will save your data. When you
have selected the file location for the Query the Export Completed dialog box will open again, select
“Finish”
B. Creating an SQL Report
Using the Create SQL Report opens an Advanced Filtering window. Here you can Load a Saved
Query or Save a Custom Query that you will use for future reports. If you select” Load a Saved
Query”, it will open the DMS SQL file. If you select “Save a Custom Query”, remember to
provide it with a file name.
25
Help & Contact Information
For assistance with Ultratrend DMS contact UE Systems between the hours of 9:00 AM and
5:00 PM Eastern Standard Time.
Telephone:
+914-592-1220
Fax:
+914-347-2181
Email:
info@uesystems.com
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