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LR SMARTOBSERVER Version 1.8

UK

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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 Express and Server � � � � � 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 point 18 6�5 Table� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 19 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

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UK

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 9�5 Machine status � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 44 10 Maintenance � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 46 10�1 Creating a new maintenance task � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 47 10�2 Exporting maintenance tasks � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 48 11 Report � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 48 11�1 Opening and saving reports � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 49 12 Exporting lists and tables � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 49 13 Configuration � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 50 13�1 Data compression configuration� � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 50 13�2 VSE recording � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 51 13�2�1 Licensing � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 51 13�2�2 VSE recording configuration � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 52 13�3 System monitor � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 53

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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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UK 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

– 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 Express and Server – dual-core processor or higher, min� clock frequency 2�5 GHz

– RAM memory:

- min� 8 GB (Express) - min� 16 GB (Server)

– available hard disk memory SSD:

- min� 10 GB (Express)

- min� 2 TB, depending on the hardware (Server)

– Ethernet network card for 10Base-T/100Base-TX, TCP/IP protocol – graphic card 1 GB, DirectX 10�1 compatible

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

– Microsoft SQL Server 2008 R2 SP1, SQL Server 2012, SQL Server 2014, SQL Server 2016, SQL Server 2017

– web browser Chrome, Firefox, Edge

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

Perform data backup on the target system before installation�

► 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�

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UK

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�

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

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

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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:

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

View / topology: [All] / [Favorites] / Fast access

Current messages Global / Group / Plant���

[<] Close / [>] Open the View window (2)

Main screen (screen content depends on menu selection)

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UK

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

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

– 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: Representation of the corporate structure down to the measuring point / data source in the form of maps or images (possible formats → 6.2)�

– Auto: Graphic representation of measurement locations /data sources; current values are visualised

– Table: Tabular representation of measuring points / data sources and their values�

– Default: Cockpit preconfigured by the system administrator containing the most important measuring points / data sources�

– [+]: Tab for creating private cockpits (→ 6.7.2) / Analyses (→ 9)�

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UK

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�

World map: Map data Ⓒ 2014 Google, INEGI Graphics Ⓒ

2014 NASA, TerraMetricsCity map: Map data Ⓒ 2014 Basarsoft, GeoBasis-DE/BKG (Ⓒ2009), Google, basado en BCN IGN España Graphics Ⓒ 2014 TerraMetrics

Map of Europe: Map data Ⓒ 2014 Basarsoft, Google, ORION-ME Graphics Ⓒ 2014 NASA,

TerraMetricsTarget address: Map data Ⓒ 2014 GeoBasis-DE/BKG (Ⓒ2009), Google graphics Ⓒ 2014, DigitalGlobe, GeoBa- sis-DE/BKG, GeoContent, Geoimage Austria

Map of Germany: Map data Ⓒ 2014 Basarsoft, GeoBasis- DE/BKG (Ⓒ2009), Google, basado en BCN IGN España Graphics Ⓒ 2014 TerraMetrics

> Start screen, e�g� overview of the corporate structure

► Select [Continent]�

②.

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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]

> [Edit maps] appears�

► Activate

show image�

► Select and "Upload image"

► Under "Image mode"

– 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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UK

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�

Starting point: graphic on the start screen�

► Click on [ ]�

► Click [Add image navigation link]

> [Select a topology entry] appears�

► Select the topology entry of the data source / measuring point

► 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 [ ]

► Click on the image navigation link of the data source /measuring point

> [Delete image navigation link]

► 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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UK

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

(occupies 3 fields of the cockpit grid)

Any measurement values that are displayed in a graph over time�

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

- 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

(occupies 1 field of the cockpit grid)

This display format is typically used for pressure measurements in bar / psi / MPa ���

It is inspired by manometers�

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Display type Description Indicator Standard

(occupies 1 field of the cockpit grid)

Neutral representation of measured values, upper and lower limits�

Thermometer (occupies 1 field of the cockpit grid)

This display format is typically used for temperature measurements in °C / °F / ���

It is inspired by thermometers with lag indicator�

Level meter

(occupies 1 field of the cockpit grid)

This display format is used to quickly detect signal changes or maxima�

The visual presentation helps to observe changes more easily�

The display format is inspired by bar graphs�

Status

(occupies 1 field of the cockpit grid)

This indicator is used to display digital I/O signals�

Only one display format is indicated�

● Display "ON" = Input / output is "high"

or

● Display "OFF" = Input / output is

"low"

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UK

Display type Description Indicator

Traffic light

(occupies 1 field of the cockpit grid)

This display format is used to indicate the highest open or accepted exceeding of limit value�

● Red = control limit has been exceeded or

● Yellow = warning limit has been exceeded

or

● Green = no limit value has been exceeded

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�

MDA status Display format to monitor the current status of a machine (is only available for MDA objects)�

The following MDA statuses are possible:

● Non scheduled time

● Unscheduled downtime

● Standby time

● Productive time

● Engineering time

● Planned downtime

MDA objects must be licensed and correspondingly configured in the LR Configuration Manager (see LR Configuration Manager manual)�

Timeout /

connection timeout / inactive

This display appears if the system cannot connect to the measuring point�

The 3 following cases may occur:

● Timeout = the configured timeout duration has been exceeded�

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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�

► 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)�

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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�

Sensor data, e�g� measurement value / unit�

System time stamp�

Limit values (defined by the system administrator or provided by the data source)

● Lower warning limit

● 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

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6.7.1 Creating a private cockpit from a table

► Select [table]

> 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

► Click [ ]

> 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"�

► Click [+]

> The [Add module] window

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

> The configured, private cockpit is displayed�

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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)

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]

> Window

opens�

► Enter a new name for the search tree [Favorites / Fast access] in the [Topology name] field

► Enter a new cockpit name in the [Name:] field

► In the [Subtitle:] field

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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�

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

► To save the setting, click [OK]�

> The cockpit is displayed with the selected grid�

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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]

> The [Edit cockpit] window opens�

► Select [Show image?]

► 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 [ ]

> The [Configuration] window appears�

► Click [Display format]

to change the indicator�

► Select an indicator in the drop-down menu

► In the [Caption top] field

, enter a name for the measuring point / data source�

► Enter text in the [Caption bottom] field

► Save the changes by clicking [OK]�

Removing a measuring point / data source from the cockpit:

> Activate the editing mode of the cockpit�

► Click on [ ]

► 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�

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► Select a data source

► Click on [ ]

> The [Settings] window opens, with all warning and control limits set to [Use default]�

► Deactivate [Use default]

to enter own limit values�

► Enter limit in the input box

► 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

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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

► Click on [ ]

> 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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UK 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:

● 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]

> The alarm list with all "Open", "Accepted" and "Closed" alarms appears�

To visualise the alarms, choose either [List of alarms]

or [Tickets]

The [Alarm chains] tab

is used for alarm chain management�

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

or click [Alarm message]

and then [ ] �

> The [Edit] window with all the relevant information about the alarm appears�

► Click on [ ]

to adopt an alarm�

> In the [Edit] window, timestamp, event and user are documented�

► Open the [Edit] window of the alarm again�

► Click [ ]

to create a maintenance task based on an alarm (→ 10.1)�

► Click on [ ]

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]

► Select [Filter]

► Select [Open] ⑥

> 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)�

Ticket

"Create maintenance task" to create a new maintenance task�

"Show analysis for data source" displays a graph of the measuring point�

To edit / accept the alarm, select "Accept alarm"�

"Close alarm": The alarm ticket is processed and can be closed after completion�

"Show spectrum for data source" displays the captured VSE recording�

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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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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�

Adding an alarm chain

Delete alarm chain

Editing an alarm chain

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

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8.5.1 Adding an alarm chain

► Click on [ ] to open the edit mode�

► Click on [ ] �

> The [Configure alarm chain] window appears�

► Select the [Alarm type]

for which a message is sent�

► Select the [State]

that will trigger a message�

► Select the [Channel]

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]

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]

will be notified�

► Click [OK] to save the alarm chain in the system�

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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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UK 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]

> Analysis opens on [Auto] or [Default] tab�

Other available selections are:

● [Table] Tabular representation of the measuring points including analysis data

● [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)�

Analysis menu button

Scaling aid, visualisation of instantaneous values of the graph(s)

Opening / closing the time axis to set the time filter

Legend for the analysis chart

Locking of the time interval "from" / "to"

Adding further data sources / graphs

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Each Y axis with an own unit of measurement can be adapted via the scaling option

� 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

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

Analyses can be edited�

► Click on [ ]

> 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�

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The analysis period is set via the timeline

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 [ ]

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�

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> [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

► In the analysis chart legend, click the [-] button of the data source that is not needed in order to remove it�

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

► Click on the coloured field next to the data source to select the required colour from the colour palette

� 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

is displayed�

> Legend

indicates the type of line used for timer filter 1 / the characteristic curve

► Click [Add period]

> A second time filter / time axis

is displayed�

> Legend

indicates the type of line used for timer filter 2 / the characteristic curve

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)�

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:

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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�

9.5 Machine status

The analysis of machine data is only available for MDA objects�

MDA objects must be licensed (→ 5 Licensing) and require

corresponding configuration in the LR Configuration Manager (cf�

LR Configuration Manager Manual)�

For MDA objects, an analysis of the tab [MDA] is visualised� In a pie chart, the machine status is indicated in % with reference to time� The corresponding legend explains the meaning of the colours� The percent values are displayed when the mouse pointer is on the chart�

The chronological sequence of the machine status is shown with the same colours� How to use the timeline beneath is described in chapter → 10.1 Chart�

For the analysis of the machine data, working hours can be defined that are

evaluated in the pie chart and in the time axis� All other times are displayed as non scheduled time� This can be configured via the entry at the top [Non Scheduled Time] in the legend:

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► Name the required time periods and define the start and end times under the corresponding days of the week�

► Click on [x] to delete the corresponding time period�

► Save with [OK]�

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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

> The [Configure maintenance task] window

appears�

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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10.1 Creating a new maintenance task

► Select [Maintenance]�

> Open the Maintenance window�

► Click [ ]

Add maintenance task�

> The [Configure maintenance task] window appears�

► Under "General"

, [Subject] / [Description] can be edited, an [Operator] can be selected�

> [Location] shows information about the structure�

► Under "Type"

, 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)

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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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11.1 Opening and saving reports

► Click on [Report]

► Set the assessment period on the time axis ⑥

► Click on [ ] (export)

> 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�

Ensure, before opening an exported CSV file, that the Excel language version uses appropriate hundreds and thousands separators�

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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 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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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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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 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�

13.3 System monitor

The configuration shows current system properties of the local computer�

► Click on [System monitor]�

> The [System monitor] window opens and shows current information about memory usage, CPU utilisation and process data input�

References

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